Agenda — Stanton City Council, June 11, 2024 (part 1 of 3)

Stanton City Council Agenda Prepared by the Office of the City Clerk June 11, 2024

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AGENDA

CITY COUNCIL/SUCCESSOR AGENCY/STANTON HOUSING AUTHORITY

JOINT REGULAR MEETING
STANTON CITY HALL, 7800 KATELLA AVENUE, STANTON, CA
TUESDAY, JUNE 11, 2024 - 6:30 P.M.

In compliance with the Americans With Disabilities Act, if you need special assistance to participate in this meeting, please contact the Office of the City Clerk at (714) 890-4245 or via e-mail at [email protected].

Notification prior to the meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting.

PUBLIC ACCESS IN-PERSON AND VIA TELECONFERENCE
(Electronically / Telephonically)
Attendance by the members of the public may view the meeting live in one of the following ways:
• Attend in person - City Council Chambers: 7800 Katella Avenue, California 90680. • Via Teleconference (electronically / telephonically) - Zoom:

In order to join the meeting via telephone please follow the steps below:

1. Dial the following phone number +1 (669) 444-9171 (US).

2. Dial in the following Meeting ID: (848 0468 9536) to be connected to the meeting.

In order to join the meeting via electronic device please utilize the Zoom URL link below:
• https://us02web.zoom.us/j/84804689536?pwd=blp4dERqQXRWekdSNGEyTGVPR2liZz09

ANY MEMBER OF THE PUBLIC WISHING TO PROVIDE PUBLIC COMMENT FOR ANY ITEM ON THE AGENDA MAY DO SO AS FOLLOWS:
• Attend in person and complete and submit a request to speak card to the City Clerk. • E-Mail your comments to [email protected] with the subject line “PUBLIC COMMENT ITEM #” (insert the item number relevant to your comment). Comments received no later than 5:00 p.m. before the scheduled meeting will be compiled, provided to the City Council, and made available to the public before the start of the meeting. Staff will not read e-mailed comments at the meeting. However, the official record will include all e-mailed comments received until the close of the meeting.

Should you have any questions related to participation in the City Council Meeting, please contact the City Clerk’s Office at (714) 890-4245 or via e-mail at [email protected].

Stanton City Council Agenda Prepared by the Office of the City Clerk June 11, 2024

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The City Council agenda and supporting documentation is made available for public review and inspection during normal business hours in the Office of the City Clerk, 7800 Katella Avenue, Stanton California 90680 immediately following distribution of the agenda packet to a majority of the City Council. Packet delivery typically takes place on Thursday afternoons prior to the regularly scheduled meeting on Tuesday. The agenda packet is also available for review and inspection on the city’s website at www.StantonCA.gov.

1. CLOSED SESSION(6:00 PM)

2. ROLL CALL Council / Agency / Authority Member Taylor Council / Agency / Authority Member Torres
Council / Agency / Authority Member Van
Mayor Pro Tem / Vice Chairperson Warren
Mayor / Chairman Shawver

3. PUBLIC COMMENT ON CLOSED SESSION ITEMS
Closed Session may convene to consider matters of purchase / sale of real property (G.C. §54956.8), pending litigation (G.C. §54956.9(a)), potential litigation (G.C. §54956.9(b)) or personnel items (G.C. §54957.6). Records not available for public inspection.

4. CLOSED SESSION
4A. CONFERENCE WITH LEGAL COUNSEL-ANTICIPATED LITIGATION Significant exposure to litigation pursuant to Government Code Section 54956.9(d)(2) Number of Potential Cases: 1

5. CALL TO ORDER STANTON CITY COUNCIL / SUCCESSOR AGENCY / HOUSING AUTHORITY JOINT REGULAR MEETING (6:30 PM)

6. ROLL CALL Council / Agency / Authority Member Taylor Council / Agency / Authority Member Torres
Council / Agency / Authority Member Van
Mayor Pro Tem / Vice Chairperson Warren
Mayor / Chairman Shawver

7. PLEDGE OF ALLEGIANCE
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8. SPECIAL PRESENTATIONS AND AWARDS
Presentation of proclamation declaring mid-summer through early autumn 2024, as Wildfire Awareness and Prevention Season within the City of Stanton.

9. CONSENT CALENDAR
All items on the Consent Calendar may be acted on simultaneously, unless a Council/Board Member requests separate discussion and/or action.

CONSENT CALENDAR
9A. MOTION TO APPROVE THE READING BY TITLE OF ALL ORDINANCES AND RESOLUTIONS. SAID ORDINANCES AND RESOLUTIONS THAT APPEAR ON THE

PUBLIC AGENDA SHALL BE READ BY TITLE ONLY AND FURTHER READING WAIVED
RECOMMENDED ACTION:

City Council/Agency Board/Authority Board waive reading of Ordinances and Resolutions.
9B. APPROVAL OF WARRANTS
City Council approve demand warrants dated May 3, 2024 – May 16, 2024, in the amount of $5,874,635.02.
9C. APPROVAL OF MINUTES

1. City Council/Successor Agency/Housing Authority approve Minutes of Special & Joint Regular Meeting – May 28, 2024; and

2. City Council approve Minutes of Special Meeting – May 29, 2024. 9D. APRIL 2024 INVESTMENT REPORT
The Investment Report as of April 30, 2024, has been prepared in accordance with the City’s Investment Policy and California Government Code Section 53646.

RECOMMENDED ACTION:

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1. City Council find that this item is not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. Receive and file the Investment Report for the month of April 2024. 9E. APRIL 2024 INVESTMENT REPORT (SUCCESSOR AGENCY)
The Investment Report as of April 30, 2024, has been prepared in accordance with the City’s Investment Policy and California Government Code Section 53646.

RECOMMENDED ACTION:

1. Successor Agency find that this item is not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. Receive and file the Investment Report for the month of April 2024. 9F. APRIL 2024 GENERAL FUND REVENUE AND EXPENDITURE REPORT; HOUSING AUTHORITY REVENUE AND EXPENDITURE REPORT; STATUS OF CAPITAL

IMPROVEMENT PROGRAM
The Revenue and Expenditure Report for the month ended April 30, 2024, has been provided to the City Manager in accordance with Stanton Municipal Code Section

2.20.080 (D) and is being provided to City Council. This report includes information for both the City’s General Fund and the Housing Authority Fund.

RECOMMENDED ACTION:

2. Receive and file the General Fund and Housing Authority Fund April 2024 Revenue and Expenditure Reports and Status of Capital Improvement Projects for the month ended April 30, 2024.

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9G. APPLICATION FOR FUNDS FOR THE ENVIRONMENTAL CLEANUP, TIER 1 GRANT

PROGRAM AND APPROPRIATION OF FUNDS
The Orange County Transportation Authority (OCTA) has issued a call for projects for the Environmental Cleanup Program (ECP), Tier 1 Grant. The City is requesting approximately $20,240 in funds from OCTA to purchase and replace the grate at the storm channel on Western Avenue at 10660 Western Avenue to keep trash from reaching local waterways and mitigate flooding on Western Avenue. If the grant is awarded, the City is required to provide a 20% match of $5,060, for a total project cost of $25,300. Staff is recommending the City Council authorize staff to appropriate $5,060 from the City’s Capital Projects Fund (#305) if the grant is awarded.

RECOMMENDED ACTION:

1. City Council declare that the project is categorically exempt from the California Environmental Quality Act (“CEQA”) under Section 15301(c) – Existing highways and streets, sidewalks, gutters, bicycle, and pedestrian trails, and similar facilities; and

2. Adopt Resolution No. 2024-23 authorizing the application of funds for the Environmental Cleanup, Tier 1 Grant Program, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON

AUTHORIZING AN APPLICATION FOR FUNDS FOR THE
ENVIRONMENTAL CLEANUP, TIER 1 GRANT PROGRAM UNDER
ORANGE COUNTY LOCAL TRANSPORTATION ORDINANCE NO. 3
FOR THE ENVIRONMENTAL CLEANUP PROGRAM PROJECT”; and

3. Authorize the Public Works Director to sign the 2024 Tier 1 Call for Projects Application for Funding; and

4. Authorize staff to appropriate $5,060 from the available fund balance in the Capital Projects Fund (#305) to fund the required 20% matching requirement if the grant is awarded.
9H. AWARD A PROFESSIONAL SERVICES AGREEMENT TO BRIGHTVIEW LANDSCAPE SERVICES, INC. FOR CITYWIDE LANDSCAPING MAINTENANCE

SERVICES
As the current contract is set to expire on June 30, 2024, City staff released a “Request for Proposal” (RFP) soliciting proposals to provide landscape maintenance services citywide. Staff recommends awarding a three-year contract to West Coast Arborist, Inc. in an amount not-to-exceed $1,245,000 or $415,000 annually.

RECOMMENDED ACTION:

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1. City Council declare this project to be categorically exempt under the California Environmental Quality Act (CEQA), Class 1, Section 15301(h) as maintenance of existing landscaping; and

2. Award a professional services agreement to BrightView Landscape Services, Inc. to provide landscape maintenance services for three-years in an amount not-to-exceed $1,245,000 or $415,000 annually; and

3. Authorize the City Manager to bind the City of Stanton and BrightView Landscape Services, Inc. in a contract to provide the services.
9I. AWARD A PROFESSIONAL SERVICES AGREEMENT TO WEST COAST ARBORIST, INC. FOR TREE MAINTENANCE, PLANTING, AND REMOVAL SERVICES As the current contract is set to expire on June 30, 2024, staff released a Request for Proposal (RFP) soliciting proposals to provide tree maintenance, planting, and removal services citywide. Staff recommends awarding a three-year contract to West Coast Arborist, Inc. in an amount not-to-exceed $445,500 or $148,500 annually.

RECOMMENDED ACTION:

1. City Council declare this project to be categorically exempt under the California Environmental Quality Act (CEQA), Class 1, Section 15301(h) as maintenance of existing landscaping; and

2. Award a professional services agreement to West Coast Arborists, Inc. to provide tree maintenance, planting, and removal services for a term of three years in an amount not-to-exceed $445,500 or $148,500 annually; and

3. Authorize the City Manager to bind the City of Stanton and West Coast Arborists, Inc. in a contract to provide the services.
9J. AWARD OF CONSTRUCTION CONTRACT FOR THE FAMILY RESOURCE CENTER RENOVATION (PHASE II) PROJECT (TASK CODE NO. 2023-201) AND TRANSFER

OF FUNDS
Two bids for the Family Resource Center Renovation (Phase II) Project were opened on May 9, 2024. Based on the post-bid analysis of the bids received, staff has determined the bid submitted by A2Z Construct, Inc. to be the lowest responsible and responsive bid at $238,000. The total funds needed to complete this project ($282,000) are more than the available funds ($248,170). Staff is requesting City Council approval to transfer savings from the completed Family Resource Center Improvements (Phase 1) Project (Task Code No. 2022-201) to fund the shortfall of $33,830.

RECOMMENDED ACTION:

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1. City Council find that this project is exempt from the California Environmental Quality Act (“CEQA”), Class 2, Section 15302 as replacement of existing structures and facilities; and

2. Award a construction contract for the Family Resource Center Renovation (Phase II) Project to A2Z Construct, Inc. for the bid amount of $238,000 and reject all other bids; and

3. Authorize the City Manager to bind the City of Stanton and A2Z Construct, Inc. in a contract for the construction; and

4. Authorize the City Manager to approve contract changes, not to exceed 10-percent of the bid amount ($23,800); and

5. Approve the transfer of $33,830 from the Family Resource Center Improvements (Phase 1) Project (Task Code No. 2022-201) to increase the Family Resource Center Renovation (Phase II) Project (Task Code No. 2023-201) Fiscal Year 2023/2024 budget from $363,059 to $396,889.
9K. QUALIFIED CONTRACTORS LIST FOR CALIFORNIA UNIFORM PUBLIC

CONSTRUCTION COST ACCOUNTING ACT
The City’s Qualified Contractors List has been prepared in accordance with the California Uniform Public Construction Cost Accounting Act (CUPCCAA) guidelines and associated Public Contract Codes.

RECOMMENDED ACTION:

1. City Council declare this action to be categorically exempt under the California Environmental Quality Act, Section 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. Receive and file the Qualified Contractors List (Attachment A). 9L. ADMINISTRATIVE POLICY FOR UNCLAIMED PROPERTY
During the last two fiscal year audits, the City’s auditors, Gruber and Lopez, Inc., have verbally recommended the City document a written policy to address the handling of unclaimed property. The California Government Code requires the City to adopt a formal policy regarding the handling of unclaimed property to exercise the process outlined in California Government Code Sections 50050-50056. Attachment A includes an administrative policy titled “Unclaimed Property Policy” to establish a procedure to escheat these funds.

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RECOMMENDED ACTION:

1. City Council find that these actions are not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment) and even if they were considered a project, they would still be exempt from CEQA under State CEQA Guidelines Section 15301; and

2. Receive and file the report.
9M. SELECTION OF FIREWORKS LICENSEES FOR 2024
City Council may select licensees for 2024 fireworks sales.

RECOMMENDED ACTION:

1. City Council find that the action is exempt from the California Environmental Quality Act (“CEQA”) under Section 15061(b)(3) of the State CEQA Guidelines as the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing significant effect on the environment. Where is can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA; and

2. Award a fireworks sales license to Youth Assistance Foundation of Stanton and Boys & Girls Club of Stanton.

END OF CONSENT CALENDAR

10. PUBLIC HEARINGS None.

11. UNFINISHED BUSINESS
11A. ADOPTION OF THE FISCAL YEAR 2024/25 OPERATING AND CAPITAL BUDGET FOR THE CITY OF STANTON AND STANTON HOUSING AUTHORITY; APPROVE EMPLOYEE BENEFITS AND SALARY RATES FOR FISCAL YEAR 2024/25; ADOPT THE FISCAL YEAR 2024/25 APPROPRIATIONS LIMIT; ADOPT FISCAL YEAR 2024/25 RESERVE POLICY; APPROVE THE CITY INVESTMENT POLICY FOR FISCAL YEAR 2024/25; WAIVE COMPETITIVE BIDDING REQUIREMENTS FOR CERTAIN COMMODITY PURCHASES; APPROVE FIRST AMENDMENT TO THE LAW ENFORCEMENT SERVICES AGREEMENT FOR FISCAL YEAR 2024/25 (COUNTY OF ORANGE); AND APPROVE INTERFUND TRANSFERS FOR FISCAL YEAR 2023/24 Stanton City Council Agenda Prepared by the Office of the City Clerk June 11, 2024

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During its regular City Council meeting held on May 14, 2024, the City Council reviewed the Proposed Operating and Capital Budget for Fiscal Year 2024/25. During the meeting, the City Council approved a number of decision packages that resulted in total appropriations increasing by approximately $4.2 million. As a result, total Fiscal Year 2024/25 proposed appropriations (for all City Funds) increased from $45.9 million (as of May 14, 2024) to $50.1 million. The Proposed Budget for Fiscal Year 2024/25 is provided as Attachment A.

In addition to adopting the Fiscal Year 2024/25 Operating and Capital Budget, staff is recommending City Council approval of the following:
• Annual approval of employee benefits and salary rates (Attachment D); • Approval of amended position classification manual (Attachment E); • Approval of amended personnel rules (Attachment F);
• Annual approval of the City’s appropriation limit (Attachment G); • Annual approval of the City’s Reserve Policy (Attachment H); • Annual approval of the City’s Investment Policy (Attachment J); • Annual approval waiving competitive bidding for certain commodity purchases; and,
• Approval of the first amendment to the agreement with the County of Orange for law enforcement services (Attachment K).

Lastly, staff is requesting City Council approval to transfer $1.8 million in developer agreement fees (for public benefit fees, beautification/enhancement fees, and neighborhood preservation fees) collected in the General Fund to new special revenue funds established for each fee to facilitate the tracking of the receipt and spending of these fees (Attachment M).

RECOMMENDED ACTION:

1. City Council find that these items are not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. Adopt Resolution No. 2024-20 adopting the City’s Fiscal Year 2024/25 Operating and Capital Budget, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON, CALIFORNIA, ADOPTING THE FISCAL YEAR 2024/25 OPERATING

AND CAPITAL BUDGET AND AUTHORIZING EXPENDITURES AND
APPROPRIATIONS RELATED THERETO”; and

3. Adopt Resolution No. SHA 2024-01 adopting the Stanton Housing Authority’s Fiscal Year 2024/25 Operating and Capital Budget, entitled:

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“A RESOLUTION OF THE STANTON HOUSING AUTHORITY OF THE

CITY OF STANTON, CALIFORNIA, ADOPTING THE FISCAL YEAR
2024/25 OPERATING AND CAPITAL BUDGET AND AUTHORIZING
EXPENDITURES AND APPROPRIATIONS RELATED THERETO”; and

4. Adopt Resolution No. 2024-16 approving the employee benefits and salary rates, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA, REGARDING EMPLOYEE BENEFITS AND SALARY
RATES FOR ALL CLASSES OF EMPLOYMENT”; and

5. Adopt Resolution No. 2024-17, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA, AMENDING THE POSITION CLASSIFICATION
MANUAL”; and

6. Adopt Resolution No. 2024-18, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA, AMENDING AND ADOPTING PERSONNEL RULES FOR
THE ADMINISTRATION OF THE CITY’S PERSONNEL SYSTEM AND

REPEALING ALL OTHER RESOLUTIONS AND MOTIONS
INCONSISTENT HEREWITH”; and

7. Adopt Resolution No. 2024-21 approving the appropriations limit for Fiscal Year 2024/25, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA ADOPTING ITS ARTICLE XIIIB APPROPRIATION
LIMITATION (GANN LIMITATION) FOR FISCAL YEAR 2024/25”; and

8. Adopt Resolution No. 2024-22 approving the City’s Reserve Policy, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA, APPROVING THE CITY OF STANTON RESERVE POLICY FOR FISCAL YEAR 2024/25”; and

9. Approve the City’s Investment Policy for Fiscal Year 2024/25; and

10.Waive the competitive bidding requirements for certain commodity purchases (e.g., asphalt, sand, and paint) during Fiscal Year 2024/25; and

11.Authorize the City Manager to execute the First Amendment to the Five-Year Agreement with the County of Orange for the provision of law enforcement services; and
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12.Authorize staff to transfer $1,507,796 from the General Fund (#101) to the Public Benefit Fees Fund (#104) in Fiscal Year 2023/24; and

13.Authorize staff to transfer $190,000 from the General Fund (#101) to the Beautification Fees Fund (#105) in Fiscal Year 2023/24; and

14.Authorize staff to transfer $108,000 from the General Fund (#101) to the Neighborhood Preservation Fees Fund (#106) in Fiscal Year 2023/24.

12. NEW BUSINESS None.

13. ORAL COMMUNICATIONS - PUBLIC
At this time members of the public may address the City Council/Successor Agency/Stanton Housing Authority regarding any items within the subject matter jurisdiction of the City Council/Successor Agency/Stanton Housing Authority, provided that NO action may be taken on non-agenda items.
• Members of the public wishing to address the Council/Agency/Authority during Oral Communications-Public or on a particular item are requested to fill out a REQUEST TO SPEAK form and submit it to the City Clerk. Request to speak forms must be turned in prior to Oral Communications-Public.
• When the Mayor/Chairman calls you to the microphone, please state your Name, slowly and clearly, for the record. A speaker’s comments shall be limited to a three (3) minute aggregate time period on Oral Communications and Agenda Items. Speakers are then to return to their seats and no further comments will be permitted. • Remarks from those seated or standing in the back of chambers will not be permitted.

All those wishing to speak including Council/Agency/Authority and Staff need to be recognized by the Mayor/Chairman before speaking.

14. WRITTEN COMMUNICATIONS None.

15. MAYOR/CHAIRMAN COUNCIL/AGENCY/AUTHORITY INITIATED BUSINESS 15A. COMMITTEE REPORTS/ COUNCIL/AGENCY/AUTHORITY ANNOUNCEMENTS At this time Council/Agency/Authority Members may report on items not specifically described on the agenda which are of interest to the community provided no discussion or action may be taken except to provide staff direction to report back or to place the item on a future agenda.

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15B. COUNCIL/AGENCY/AUTHORITY INITIATED ITEMS FOR A FUTURE MEETING At this time Council/Agency/Authority Members may place an item on a future agenda. 15C. COUNCIL/AGENCY/AUTHORITY INITIATED ITEMS FOR A FUTURE STUDY

SESSION
At this time Council/Agency/Authority Members may place an item on a future study session agenda.

Currently Scheduled: None.

16. ITEMS FROM CITY ATTORNEY/AGENCY COUNSEL/AUTHORITY COUNSEL

17. ITEMS FROM CITY MANAGER/EXECUTIVE DIRECTOR
17A. ORANGE COUNTY FIRE AUTHORITY
At this time the Orange County Fire Authority will provide the City Council with an update on their current operations.

18. ADJOURNMENT
I hereby certify under penalty of perjury under the laws of the State of California, the foregoing agenda was posted at the Post Office, Stanton Community Services Center and City Hall, not less than 72 hours prior to the meeting. Dated this 6th day of June, 2024. s/ Patricia A. Vazquez, City Clerk/Secretary

WILDFIRE AWARENESS & PREVENTION SEASON
MID-SUMMER - EARLY AUTUMN 2024
WHEREAS, in 2020, over four million acres were burned across the state, setting a new record. Since then, the State of California saw a substantial decrease in both the number of wildfires and the total acreage burned, compared to the five-year average. The total acreage burned was remarkably lower, with approximately 325,000 acres affected, significantly less than the 5-year average of over 2,300,000 acres; and
WHEREAS, climate change has created a new wildfire reality in California. Persistent drought, warmer temperatures and more severe winds have created conditions that will lead to more frequent and catastrophic fires. Additionally, the cost of suppressing wildfires and the subsequent recovery efforts can be substantial. To meet this challenge, California must adopt an all-of-the-above approach to protecting public safety and maintaining the health of our forests; and WHEREAS, extreme fires are a growing threat to public health and safety, to homes, to air quality and climate goals. More than 25 percent of the state’s population lives in high fire-risk areas. Sudden and intense wildfires may swiftly emerge, traversing vast distances and penetrating urban zones far from their origin, thereby detrimentally affecting public health and diminishing overall quality of life; and WHEREAS, every citizen has a key role in preventing destructive wildfires from occurring. Public education and up-to-date regional emergency planning will be key to making our communities more resilient to the impacts of wildfire and other extreme weather events. Orange County residents can learn about Ready, Set, Go! to prepare for wildfire season and help prevent loss of life and property at www.OCFA.org/RSG.

NOW, THEREFORE, LET IT BE RESOLVED, that I, David J. Shawver, Mayor of the City of Stanton and on behalf of the entire City Council do hereby declare mid-summer through early autumn, 2024, to be WILDFIRE AWARENESS AND PREVENTION SEASON throughout the City of Stanton, and in doing so encourage the citizens of this community to join with me to become partners in preparedness by increasing knowledge of proper safety measures, taking steps to protect our homes and businesses, and to prevent sparking a wildfire. One less spark means one less wildfire.

IN WITNESS WHEREOF, I HAVE HEREUNTO SET MY HAND

AND CAUSED TO BE AFFIXED THE SEAL OF THE CITY OF
STANTON THIS 11TH DAY OF JUNE, 2024.

DAVID J. SHAWVER, MAYOR
Item: 8
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May 3-May 16, 2024
Electronic Transaction Nos. $ 335,436.80
Check Nos. 5,402,924.54
Total Payments to Vendors $ 5,738,361.34
Payroll dated May 9, 2024* 136,273.68
TOTAL PAYMENTS $ 5,874,635.02
* = Represents the total net payroll paid through direct deposit on pay date.

Demands listed on the attached
registers are accurate and funds
are available for payment thereof.
/s/ Hannah Shin-Heydorn /s/ Michelle Bannigan

CITY OF STANTON

WARRANT REGISTER
3207-3231
conform to the City of Stanton Annual
Budget as approved by the City Council.
137875-137940
Demands listed on the attached registers
City Manager Finance Director
Item: 9B
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Special and Joint Regular Meeting – May 28, 2024 - Page 1 of 14

THESE MINUTES ARE ISSUED FOR INFORMATION ONLY AND ARE SUBJECT TO

AMENDMENT AND APPROVAL AT NEXT MEETING

MINUTES OF THE CITY COUNCIL / SUCCESSOR AGENCY / HOUSING AUTHORITY OF THE CITY OF STANTON MEETING MAY 28, 2024

SPECIAL CITY COUNCIL / SUCCESSOR AGENCY / HOUSING AUTHORITY MEETING (5:30 PM)

JOINT REGULAR CITY COUNCIL / SUCCESSOR AGENCY / HOUSING AUTHORITY MEETING (6:30 PM)

1. CALL TO ORDER / CLOSED SESSION
The City Council / Successor Agency / Housing Authority meeting was called to order at 5:30 p.m. by Mayor / Chairman Shawver.

2. ROLL CALL

Present: Council/Agency/Authority Member Taylor, Council/Agency/Authority Member Torres, Council/Agency/Authority Member Van, Mayor Pro Tem/Vice Chairperson Warren, and Mayor/Chairman Shawver.

Absent: None.

Excused: None.

3. PUBLIC COMMENT ON CLOSED SESSION ITEMS None.

4. CLOSED SESSION
The members of the City Council / Successor Agency / Housing Authority of the City of Stanton proceeded to closed session at 5:31 p.m. for discussion regarding:
4A. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Pursuant to Government Code Section 54957
Title: City Manager
4B. CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency Designated Negotiators: Mayor
Unrepresented employee: City Manager
Item: 9C
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Special and Joint Regular Meeting – May 28, 2024 - Page 2 of 14

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5. CALL TO ORDER / SUCCESSOR AGENCY / STANTON HOUSING AUTHORITY

MEETING
The City Council / Successor Agency / Housing Authority reconvened in open session at 6:37 p.m.

The City Attorney / Agency Counsel reported that the Stanton City Council / Successor Agency / Housing Authority met in closed session from 5:31 to 6:37 p.m.

The City Attorney / Agency Counsel reported that there was no reportable action.

6. ROLL CALL

Present: Council/Agency/Authority Member Taylor, Council/Agency/Authority Member Torres, Council/Agency/Authority Member Van, Mayor Pro Tem/Vice Chairperson Warren, and Mayor/Chairman Shawver.

Absent: None.

Excused: None.

7. PLEDGE OF ALLEGIANCE
Led by Mr. George Grachen.

8. SPECIAL PRESENTATIONS AND AWARDS
A. The City Council presented a Certificate of Recognition honoring Orange County Sheriff’s Department Deputy Kamran Young for his heroic and professional work ethic and in honor of him being selected by the Orange County Auto Theft Task Force as the second-place winner for one of Orange County’s Top Vehicle Theft Recovery Officers of the Year for 2023.

B. Special presentation of awards to honor and recognize Stanton’s Women of Distinction 2024.

Introduction of Stanton’s Women of Distinction Committee Members:
• Mayor Pro Tem Carol Warren
• Council Member Hong Alyce Van
• Ms. Jenny Shawver
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Special and Joint Regular Meeting – May 28, 2024 - Page 3 of 14

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The Committee Members introduced, recognized, and honored the City of Stanton’s Women of Distinction 2024:
• Ms. Ada Briceño
• Ms. Alexis Soto
• Sergeant Andrea Bogdanovich
• Ms. Bholi Narang
• Ms. Deanne Grachen
• Ms. Ely Holborow
• Ms. Hana Hanna
• Ms. Heather Black
• Ms. Lyn Landgren
• Ms. Sarah Shirvany
• Ms. Stephanie Grice

9. CONSENT CALENDAR
Motion/Second: Taylor/Torres
ROLL CALL VOTE: Council/Agency/Authority Member Taylor AYE Council/Agency/Authority Member Torres AYE
Council/Agency/Authority Member Van AYE
Mayor Pro Tem/Vice Chairperson Warren AYE
Mayor/Chairman Shawver AYE
Motion unanimously carried:

CONSENT CALENDAR
9A. MOTION TO APPROVE THE READING BY TITLE OF ALL ORDINANCES AND RESOLUTIONS. SAID ORDINANCES AND RESOLUTIONS THAT APPEAR ON

THE PUBLIC AGENDA SHALL BE READ BY TITLE ONLY AND FURTHER

READING WAIVED
The City Council/Agency Board/Authority Board waived reading of Ordinances and Resolutions.
9B. APPROVAL OF WARRANTS
The City Council approved demand warrants dated April 19, 2024 – May 2, 2024, in the amount of $575,079.84.

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9C. APPROVAL OF MINUTES

1. The City Council/Successor Agency/Housing Authority approved Minutes of Joint Regular Meeting – May 14, 2024; and

2. The City Council/Housing Authority approved Minutes of Special Joint Meeting – May 21, 2024.
9D. APPROVE SUBMITTAL OF THE RENEWED MEASURE M ELIGIBILITY

PACKAGE AND ITS COMPONENTS
The Orange County Transportation Authority (OCTA) requires that local jurisdictions comply with a variety of requirements to remain eligible to receive renewed Measure M2 funding. The proposed action will approve the submittal of items to keep the City eligible to receive annual fair share and competitive grant funds. Upon approval by the City Council, the documents will be submitted to OCTA prior to the due date of June 30, 2024.

1. The City Council finds the submittal and adoption exempt from CEQA per Section 15378(b)(5) [Project does not include]: organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment; and

2. Adopted the Measure M Seven Year Capital Improvement Program (CIP) for fiscal years 2024-25 through 2030-31; and

3. Authorized the Finance Director to amend and certify the Maintenance of Effort Reporting Form (Attachment C), as needed pending the formal adoption of the City’s Fiscal Year (FY) 2024/25 Operating and Capital Budget on June 11, 2024, and to submit the form and supporting documentation to OCTA; and

4. Directed the City Engineer to file the adopted CIP and the Measure M eligibility documents with OCTA in compliance with the requirements of OCTA Ordinance No. 3.
9E. RESOLUTION ADOPTING THE LIST OF PROJECTS FOR FISCAL YEAR 2024- 2025 TO BE FUNDED BY SB 1
The proposed resolution approves a list of projects to be funded by SB 1, The Road Repair and Accountability Act of 2017, for Fiscal Year (FY) 2024-2025.

1. The City Council declared that the project is exempt from the California Environmental Quality Act (“CEQA”) under Section 15378(b)(5) of the State CEQA Guidelines because CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may DRAFT
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have a significant effect on the environment, the activity is not subject to CEQA; and

2. Adopted Resolution No. 2024-13, entitled:
“RESOLUTION ADOPTING A LIST OF PROJECTS FOR THE CITY OF STANTON FISCAL YEAR 2024-2025 FUNDED BY SB 1: THE ROAD
REPAIR AND ACCOUNTABILITY ACT OF 2017”.
9F. ADMINISTRATIVE CITY POLICY FOR USE OF GENERATIVE ARTIFICIAL

INTELLIGENCE TOOLS
In recent years, generative artificial intelligence (AI) has emerged as a powerful tool in a wide range of contexts, offering transformative potential for enhancing City services and improving operational efficiency. To support the utilization of AI in a responsible and transparent manner, the City has developed an administrative policy titled “City Use of Artificial Intelligence”.

1. The City Council finds that these actions are not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment) and even if they were considered a project, they would still be exempt from CEQA under State CEQA Guidelines Section 15301; and

2. Received and filed the report.
9G. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON, CALIFORNIA, PRELIMINARILY APPROVING THE ENGINEER’S REPORT FOR

THE ANNUAL LEVY OF ASSESSMENTS FOR STANTON LIGHTING AND LANDSCAPING DISTRICT NO. 1 FOR FISCAL YEAR 2024-25
On February 27, 2024, the City Council adopted Resolution No. 2024-04, initiating proceedings for the annual levy of assessments and ordered the Engineer to prepare a report in accordance with Section 22565 et seq. of the State of California Streets and Highways Code. The Engineer has filed a report with the City Clerk in compliance with Council direction. The proposed resolution would preliminarily approve the report.

1. The City Council finds that this item is not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment) and 15060(c)(3) (the activity is not a project as defined in Section 15378(b)(4) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly, or indirectly); and
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2. Adopted Resolution No. 2024-14, preliminarily approving the Engineer’s Report for the annual levy of assessments for the Stanton Lighting and Landscaping District No. 1 for Fiscal Year 2024-25, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, PRELIMINARILY APPROVING THE
ENGINEER’S REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS
FOR STANTON LIGHTING AND LANDSCAPING DISTRICT NO. 1 FOR THE FISCAL YEAR BEGINNING JULY 1, 2024, AND ENDING JUNE 30, 2025.”
9H. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON,

CALIFORNIA, DECLARING ITS INTENTION TO LEVY AND COLLECT THE

ANNUAL ASSESSMENTS FOR IMPROVEMENT, MAINTENANCE, AND

SERVICING OF LIGHTING AND LANDSCAPING WITHIN THE BOUNDARIES OF

THE TERRITORY INCLUDED IN THE STANTON LIGHTING AND LANDSCAPING DISTRICT NO. 1 FOR FISCAL YEAR 2024-25 PURSUANT TO THE
LANDSCAPING AND LIGHTING ACT OF 1972 AND APPOINTING A TIME AND

PLACE FOR HEARING OBJECTIONS THERETO
On February 27, 2024, the City Council adopted Resolution No. 2024-04, initiating proceedings for the annual levy of assessments and ordered the Engineer to prepare a report in accordance with Section 22565 et seq. of the State of California Streets and Highways Code. The Engineer has filed a report with the City Clerk in compliance with Council direction. The proposed resolution would declare the City Council’s intention to levy and collect the assessments and set the required public hearing for Tuesday, June 25, 2024.

2. Adopted Resolution No. 2024-15, declaring its intention to levy and collect the annual assessments for Stanton Lighting and Landscaping District No. 1, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, DECLARING ITS INTENTION TO LEVY AND

COLLECT ANNUAL ASSESSMENTS FOR IMPROVEMENT,

MAINTENANCE, AND SERVICING OF THE TERRITORY INCLUDED IN THE STANTON LIGHTING AND LANDSCAPING DISTRICT NO. 1 FOR FISCAL YEAR 2024-25 PURSUANT TO THE LANDSCAPING AND
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LIGHTING ACT OF 1972 AND APPOINTING A TIME AND PLACE FOR HEARING OBJECTIONS THERETO”; and

3. Scheduled the public hearing to consider the assessments for Fiscal Year 2024- 25 on June 25, 2024.
9I. RESOLUTIONS OF THE CITY COUNCIL OF THE CITY OF STANTON, CALLING

FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION, REQUESTING

THE BOARD OF SUPERVISORS TO CONSOLIDATE A GENERAL MUNICIPAL

ELECTION WITH THE STATEWIDE GENERAL ELECTION AND ADOPTING

REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO

CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS
The General Election, including Stanton’s Municipal Election, will be held on Tuesday, November 5, 2024. It is City policy to consolidate the local election with that of the County of Orange. In order to enable such consolidation, it is necessary to adopt Resolutions calling for the holding of a general municipal election and requesting consolidation. Additionally, it is necessary to adopt a Resolution pertaining to materials prepared by any candidate for a municipal election, including costs of candidate statements.

1. The City Council finds that this item is not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5) (Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. The City Council adopted Resolution No. 2024-09, Calling for the Holding of a General Municipal Election to be held on November 5, 2024, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, CALLING FOR THE HOLDING OF A

GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY,
NOVEMBER 5, 2024 FOR THE ELECTION OF CERTAIN OFFICERS

AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE
OF CALIFORNIA RELATING TO GENERAL LAW CITIES”; and

3. The City Council adopted Resolution No. 2024-10, Requesting the Board of Supervisors to Consolidate with the Statewide General Election to be held on November 5, 2024, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, REQUESTING THE BOARD OF

SUPERVISORS OF THE COUNTY OF ORANGE TO CONSOLIDATE A
GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 5,
2024 WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON
THAT DATE PURSUANT TO SECTION 10403 OF THE ELECTIONS
CODE”; and
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4. The City Council adopted Resolution No. 2024-11, Adopting Regulations for Candidates for Elective Office Pertaining to Candidate Statements Submitted to the Voters, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, ADOPTING REGULATIONS FOR

CANDIDATES FOR ELECTIVE OFFICE PERTAINING TO

CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT AN
ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024”.
9J. APPROVAL OF OPERATIONAL AGREEMENT WITH THE NORTH ORANGE

COUNTY PUBLIC SAFETY TASK FORCE (COLLABORATIVE)
The City, as part of the North Orange County Public Safety Task Force (renamed the North Orange County Public Safety Collaborative) has been designated to receive funds from the 2024/2025 Corrections Planning and Grant Programs from the Board of State and Community Corrections (BSCC). The funds are to be used for a regional collaborative effort for the purpose of violence prevention, intervention, and suppression activities. The funding period is from September 1, 2023 through June 30, 2026.

1. The City Council finds that this item is not subject to California Environmental Quality Act (“CEQA”) pursuant to Sections 15378(b)(5)(Organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment); and

2. Approved the City of Stanton’s continued participation in the North Orange County Public Safety Task Force (Collaborative) and authorized the City Manager to execute all necessary documents including the Operational Agreement with the North Orange County Public Safety Task Force (Collaborative) and accepted the accompanying funds on behalf of the City. 9K. APPROVAL OF FOURTH AMENDMENT EXTENDING THE CONTRACT WITH QUALITY MANAGEMENT GROUP, INC. TO PROVIDE PROFESSIONAL

PROPERTY MANAGEMENT SERVICES
Quality Management Group, Inc. (QMG) has been providing professional property management services for the City/Housing Authority-owned properties within the Tina-Pacific neighborhood since 2020. The professional services agreement, as currently amended, expires on June 30, 2024. If approved, this Fourth Amendment will extend the term of the agreement through June 30, 2025 and increase the notto-exceed compensation amount to cover 12 months of professional property management services.

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1. The Authority Board/City Council declared that this item is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sections 15060(c)(3) and 15378(b)(5); and

2. Approved the Fourth Amendment to the existing agreement with Quality Management Group, Inc. extending the term by 12 months and the associated not-to-exceed compensation amount by one hundred eighty three thousand six hundred dollars ($183,600); and

3. Authorized the Executive Director/City Manager to execute the Fourth Amendment to the existing agreement with Quality Management Group, Inc. 9L. APPROVAL OF ONGOING CONTRACT WITH FLOCK SAFETY FOR

AUTOMATIC LICENSE PLATE READING CAMERAS
Automatic License Plate Reading (ALPR) cameras are an effective tool used to support public safety and law enforcement. The City has contracted with Flock Safety since 2020 for ALPR cameras, and currently funds twelve cameras installed throughout the City. The proposed contract allows for an additional two-year term from July 1, 2024 through June 30, 2026 at an annual cost of $33,600 for a contract not-to-exceed amount of $67,200.

1. The City Council declared that this item is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sections 15060(c)(3) and 15378(b)(5); and

2. Authorized the City Manager to execute a contract with Flock Safety for 12 cameras for a term of two years from July 1, 2024 through June 30, 2026 at an annual cost of $33,600 for a contract not-to-exceed amount of $67,200. 9M. AUTHORIZATION TO PURCHASE TWO VEHICLES FOR CITY FLEET Staff is requesting to purchase two 2024 Toyota Sienna Hybrid minivans to replace two vehicles that have outlasted their useful life.

1. The City Council declared that this action to be categorically exempt under the California Environmental Quality Act (“CEQA”) under Section 15378(b)(5) – Organizational or administrative activities of governments that will not result in direct or indirect changes in the environment; and

2. Authorized the purchase of two 2024 Toyota Sienna Hybrid minivans for a notto-exceed amount of $128,283, including a ten percent contingency; and

3. Authorized the City Manager to execute related purchasing documents.

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9N. APPROVAL OF FIFTH AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT WITH HARTZOG AND CRABILL, INC. TO PROVIDE ON-CALL

TRAFFIC OPERATIONS SERVICES
Hartzog and Crabill has been providing on-call traffic operations and engineering support services since 2014, including traffic signal operations support services. The fourth amendment to the professional services agreement will expire on June 30, 2024. If approved, this Fifth Amendment will allow Hartzog and Crabill to continue to provide services through June 30, 2025 at current rates.

1. The City Council finds that the recommended actions are exempt from CEQA per Section15378(b)(5) [Project does not include]: organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment; and

2. Approved the Fifth Amendment to the Professional Services Agreement with Hartzog and Crabill and allowed the City Attorney to make minor edits as necessary prior to the execution of the Amendment; and

3. Authorized the City Manager to execute the Fifth Amendment to the Professional Services Agreement.

END OF CONSENT CALENDAR

10. PUBLIC HEARINGS None.

11. UNFINISHED BUSINESS None.

12. NEW BUSINESS
12A. MELLO-ROOS COMMUNITY FACILITIES DISTRICTS OVERVIEW Informational Mello-Roos Community Facility Districts overview, conversation with City staff detailing Community Facility Districts.

Staff report by Ms. Hannah Shin-Heydorn, City Manager.

Presentation by Ms. Mrunal M. Shah, Partner, Best Best & Krieger.

Public Comment:
• Mr. James O’Malley, spoke in favor of Community Facility Districts.

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Motion/Second: Van/Torres
Motion carried by the following vote:

AYES: 5 (Shawver, Taylor, Torres, Van, and Warren)
NOES: None
ABSTAIN: None
ABSENT: None
Motion unanimously carried.

2. Received and filed the report.
12B. PROPOSED BALLOT MEASURE/ORDINANCE FOR THE NOVEMBER 2024

GENERAL MUNICIPAL ELECTION ESTABLISHING A TWO-TERM LIFETIME

LIMIT ON MAYORAL SERVICE, CONSOLIDATION OF THIS ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON NOVEMBER 5, 2024,

AND SETTING OF RULES FOR DIRECT ARGUMENTS AND REBUTTALS

CONCERNING THE PROPOSED ORDINANCE/MEASURE
The City Council previously directed staff to proceed with a ballot measure that, if approved, would amend Section 2.04.070 of the Stanton Municipal Code to establish a two-term lifetime limit on Mayoral service. Following deliberations at its September 26, 2023, meeting, the City Council tasked the City Attorney’s Office with preparing the necessary documents to present this measure to voters at the upcoming General Municipal Election on November 5, 2024. Accordingly, this agenda item proposes the placement of an ordinance/measure on the ballot, as described in the attached Resolution and Exhibit “A” of said Resolution, establishing a two-term limit on Mayoral service, consolidation of the General Municipal Election with the Statewide General Election scheduled for November 5, 2024, and establishment of rules for submitting direct arguments and rebuttals concerning the proposed ordinance/measure.

Staff report by Ms. HongDao Nguyen, City Attorney.

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Motion/Second: Shawver/Taylor
ROLL CALL VOTE: Council Member Taylor AYE
Council Member Torres AYE
Council Member Van AYE
Mayor Pro Tem Warren AYE
Mayor Shawver AYE
Motion unanimously carried:

1. The City Council adopted Resolution No. 2024-06, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

STANTON, CALIFORNIA, CALLING AND GIVING NOTICE OF THE
HOLDING OF A GENERAL MUNICIPAL ELECTION ON NOVEMBER 5,
2024 FOR THE SUBMISSION OF A PROPOSED

ORDINANCE/MEASURE ESTABLISHING A TWO-TERM LIFETIME

LIMIT ON MAYORAL SERVICE, REQUESTING THAT THE ORANGE

COUNTY BOARD OF SUPERVISORS CONSOLIDATE THIS

ELECTION WITH THE STATEWIDE GENERAL ELECTION TO BE
HELD ON NOVEMBER 5, 2024, AND SETTING RULES FOR DIRECT

ARGUMENTS AND REBUTTALS CONCERNING THE PROPOSED
ORDINANCE/MEASURE”; and

2. Finds that this Resolution is not subject to the California Environmental Quality Act (“CEQA”) pursuant to Sections 15060(c)(2) (the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment), and 15060(c)(3) (the activity is not a project as defined in Section 15378) of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly.

13. ORAL COMMUNICATIONS – PUBLIC
• Ms. Resident, spoke regarding her experience, public safety concerns, unsafe living conditions, potential corruption, and fraud with a Stanton property on Davmor. Ms. Resident requests that the City continue to monitor the property as she believes that the property will continue to be leased and that others will experience the same unjust treatment as she has.
• Mr. Jose L. Guerrero, resident, inquired as to when the Santa Rosalia pedestrian bridge would be repaired and continued to express his concerns and frustrations with the emitting noise levels being produced by CR&R.

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14. WRITTEN COMMUNICATIONS None.

15. MAYOR/CHAIRMAN/COUNCIL/AGENCY/AUTHORITY INITIATED BUSINESS 15A. COMMITTEE REPORTS/COUNCIL/AGENCY/AUTHORITY ANNOUNCEMENTS • Council Member Van expressed her gratitude to the City Council for their sponsorship support and reported on the success of the Stanton Community Foundation’s 21st Annual Stanton Car Show event, which was held on May 18, 2024, at Stanton Park.
• Council Member Taylor reported on his attendance at a Bridges at Kraemer Place facility tour on May 23, 2024.
• Council Member Torres expressed his gratitude to the City’s Code Enforcement Division and Public Works Department staff for their support and assistance at the Stanton Community Foundation’s 21st Annual Stanton Car Show event, which was held on May 18, 2024, at Stanton Park.
15B. COUNCIL/AGENCY/AUTHORITY INITIATED ITEMS FOR A FUTURE COUNCIL

MEETING
None.
15C. COUNCIL/AGENCY/AUTHORITY INITIATED ITEMS FOR A FUTURE STUDY

SESSION
None.

16. ITEMS FROM CITY ATTORNEY/AGENCY COUNSEL/AUTHORITY COUNSEL None.

17. ITEMS FROM CITY MANAGER/EXECUTIVE DIRECTOR
Ms. Hannah Shin-Heydorn, City Manager reported on the following items:
• The grand opening of Jamboree’s three newest permanent supportive housing communities in Stanton, Aurora Vista, Clara Vista, and Iluma Apartments, which is scheduled to be held on May 29, 2024, at 10:00 AM at Clara Vista. • Stanton’s Community Town Hall meeting: “Ending Prostitution and Human Trafficking in Stanton”, which is scheduled to be held on May 29, 2024, at 6:00 PM at Stanton City Hall, Banquet Hall.

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17A. ORANGE COUNTY SHERIFF’S DEPARTMENT
At this time the Orange County Sheriff’s Department will provide the City Council with an update on their current operations.

Captain Ryan C. Pierce provided the City Council with an update on their current operations.

18. ADJOURNMENT Motion/Second: Shawver/
Motion carried at 8:00 p.m.
________________________________
DAVID J. SHAWVER, MAYOR
ATTEST:
________________________________

CITY CLERK/SECRETARY
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MINUTES OF THE CITY COUNCIL OF THE CITY OF STANTON
SPECIAL MEETING MAY 29, 2024

1. CLOSED SESSION None.

2. CALL TO ORDER
The meeting was called to order at 6:00 p.m. by Mayor Shawver.

3. PLEDGE OF ALLEGIANCE None.

4. ROLL CALL

Present: Council Member Taylor, Council Member Torres, Council Member Van, Mayor Pro Tem Warren, and Mayor Shawver.

Absent: None.

Excused: None.

SPECIAL ORDERS OF THE DAY

5. NEW BUSINESS
5A. COMMUNITY TOWN HALL MEETING “SAFE STREETS TOGETHER: UNITED AGAINST EXPLOITATION”
Informational community town hall meeting, conversation with City staff detailing antiprostitution/anti-trafficking campaign.

Presentations, introductions, and discussions by the Stanton City Council, City staff, Captain Ryan Pierce, Orange County Sheriff’s Department, Congressman Lou Correa, Mr.

Al Jabbar and Mr. Jesus Gaona Perez, representatives, Office of Supervisor Doug Chaffee, Ms. Kimberly Rangel, representative, Office of Senator Josh Newman, Mr. Benjamin Montelongo, representative, Office of Senator Janet Nguyen, and Mr. Colin Edwards, representative, Office of Assembly Member Tri Ta.

Public comments by residents, business owners, and members of the public.

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6. ADJOURNMENT Motion/Second: Shawver/
Motion carried at 8:10 p.m.
_______________________________________
MAYOR
ATTEST:
_______________________________________

CITY CLERK
1 CITY OF STANTON

REPORT TO THE CITY COUNCIL
TO: Honorable Mayor and Members of the City Council
DATE: June 11, 2024
SUBJECT: APRIL 2024 INVESTMENT REPORT
REPORT IN BRIEF:

The Investment Report as of April 30, 2024, has been prepared in accordance with the City’s Investment Policy and California Government Code Section 53646.

RECOMMENDED ACTIONS:

2. Receive and file the Investment Report for the month of April 2024.

BACKGROUND:

Changes in the City’s cash and investment balances during the month of April are summarized below:

Between March 31, 2024, and April 30, 2024, the City’s total cash and investments increased by approximately $878,866 during the month, primarily due to the approximately $951,000 in property tax revenue collected in April.

The City’s cash and investment balances by fund type are presented in Attachment A. A summary of the City’s investment portfolio is included as Attachment B. The detail of the City’s investments by type that are managed by City staff are shown in Attachment C.

The detail of investments by type that are managed by Chandler Asset Management, LLC (“Chandler”), of which staff determined provide a net advantage to the City, are shown in Attachment D.

Beginning Balance Net Change Ending Balance
Cash and Investment Accounts (Pooled-All Funds) $ 66,231,964.33 $ 1,046,622.16 $ 67,278,586.49 Cash (Non-Pooled) 4,745,869.76 (167,756.61) 4,578,113.15 Total Cash and Investments $ 70,977,834.09 $ 878,865.55 $ 71,856,699.64 Item: 9D
Click here to return to the agenda.
2 ANALYSIS:

The monthly cash and investment report provides a summary of the cash and investment accounts held by the City as of the end of that month. In order to manage its cash and investments, the City combines cash resources from all funds into a single pool consisting of a variety of accounts and securities. The balance in the pooled cash account includes cash and certain liquid investments that are available to meet the City’s current cash needs. Cash in excess of the City’s current cash needs is invested in interest-bearing investments with various maturities.

As of April 30, 2024, the market value of the City’s total investment portfolio was $65.0 million, of which $39.1 million (60%) was managed by City staff and $25.9 million (40%) was managed by Chandler (Attachment B). Detailed information regarding the securities contained in the City’s investment portfolio is provided in Attachments C and D. As of April 30, 2024, City investments consisted of the following:

The City’s investment portfolio is well-diversified with investments spread across ten different security types. Likewise, the average maturity of the City’s portfolio (except for LAIF) is approximately 2.5 years, which is within the 3.5 years target in the City’s investment policy.

FISCAL IMPACT:

All deposits and investments have been made in accordance with the City's Fiscal Year 2023/24 Investment Policy. The portfolio will allow the City to meet its expenditure requirements for the next six months. Staff remains confident that the investment portfolio is currently positioned to remain secure and sufficiently liquid.

Market Value as of
April 30, 2024
Percentage of
Portfolio
Invested by
Type
Maximum
Percentage of
Portfolio
Permitted by
Investment
Policy In Compliance?
Local Agency Investment Fund (LAIF) $ 36,922,076.67 56.80% 100.00% Yes U.S. Treasury Notes 8,772,843.75 13.50% 100.00% Yes
Corporate Notes 7,054,453.87 10.85% 30.00% Yes
Federal Agency Securities 4,462,889.93 6.87% 100.00% Yes Negotiable Certificates of Deposit 1,729,532.24 2.66% 30.00% Yes Asset Backed Securities 1,833,132.13 2.82% 20.00% Yes
Collateralized Mortgage Obligations 2,580,324.66 3.97% 20.00% Yes Municipal Bonds 452,536.55 0.70% 100.00% Yes
Supranational 828,493.03 1.27% 30.00% Yes
Money Market Fund/Cash 368,931.66 0.57% 20.00% Yes
Total Investments $ 65,005,214.49 100.00%
3 ENVIRONMENTAL IMPACT:

None.

LEGAL REVIEW:

None.

PUBLIC NOTIFICATION:

Through the normal agenda posting process.

STRATEGIC PLAN OBJECTIVE:

Obj. No. 4: Ensure fiscal stability and efficiency in governance.

Prepared by: Michelle Bannigan, Finance Director
Approved by: Hannah Shin-Heydorn, City Manager
Attachments:

A. Cash and Investment Balances by Fund
B. Investments Portfolio Summary
C. Investment Portfolio Detail (Managed by City Staff)
D. Investment Portfolio Detail (Managed by Chandler)
Fund/ Account
No. Fund/Account Name Beginning Balance Increases Decreases Ending Balance 101-various General Fund $ 35,394,891.49 $ 3,221,274.59 $ (2,368,676.25) $ 36,247,489.83 102-111101 General Fund (Transactions & Use Tax) 16,621.46 407,921.38 (685,649.55) (261,106.71)103-111101 PCTA Administration (3,176.48) 143.77 (2,931.49) (5,964.20) 107-111101 Cannabis Community Benefit Fee - 5,000.00 - 5,000.00 210-111101 Certified Access Specialists (CASP) Program Fund 68,647.98 - - 68,647.98211-111101 Gas Tax Fund 2,326,836.52 81,334.44 (50,669.27) 2,357,501.69 215-111101 Road Maintenance and Rehabilitation act (RMRA) Fund 1,614,627.99 82,477.43 (13,600.60) 1,683,504.82 220-111101 Measure M Fund 640,984.71 7,257.11 - 648,241.82221-111101 Community Development Block Grant-CV (CDBG-CV) Fund (4,900.00) 135,287.74 (131,606.00) (1,218.26) 222-111101 Community Development Block Grant Fund 221,134.68 - - 221,134.68 223-111101 Protective Services Fund - 128,090.14 (128,090.14) - 224-111101 Lighting Maintenance 1919 Act Fund 1,078,954.71 73,008.80 (13,269.53) 1,138,693.98 225-111101 Lighting/Median Maintenance 1972 Act Fund 822,508.27 68,375.63 (29,789.33) 861,094.57 226-111101 Air Quality Improvement Fund 243,104.48 - - 243,104.48227-111101 Other Grants Fund (130,974.97) 4,425.11 (138,782.99) (265,332.85) 242-111101 Supplemental Law Enforcement Grant Fund 365,991.82 488.20 (40,336.07) 326,143.95 245-111101 Justice Assistance Grant (JAG) Grant Fund (115,641.73) 163,004.73 (47,969.42) (606.42)250-111101 Families and Communities Together (FaCT) Grant Fund (8,940.79) 2,013.07 (36,274.20) (43,201.92)251-111101 Senior Transportation Fund 103,325.06 - (891.79) 102,433.27 261-111101 Street Impact Fees Fund 242,064.72 949.54 - 243,014.26 262-111101 Traffic Signal Impact Fee 30,112.51 211.82 - 30,324.33 263-111101 Community Center Impact Fees Fund 277,562.63 430.95 - 277,993.58 264-111101 Police Services Impact Fees Fund 250,938.17 390.03 - 251,328.20 271-111101 Public Safety Task Force Fund (City Funds) 59,608.01 - (3,327.38) 56,280.63280-111101 Stanton Central Park Maintenance Fund 21,639.15 5,397.92 (5,814.60) 21,222.47 285-various Stanton Housing Authority Fund 9,557,407.42 145,545.94 (89,208.50) 9,613,744.86 305-111101 Capital Projects Fund 73,818.19 354,107.67 (358,643.05) 69,282.81 310-111101 Park and Recreation Facilities Fund 4,035,678.43 16,322.08 (31,143.37) 4,020,857.14 501-111101 Sewer Maintenance Fund 7,454,676.39 339,892.15 (68,905.97) 7,725,662.57 502-111101 Sewer Capital Improvement Fund 11,902.84 - - 11,902.84 602-111101 Workers' Compensation Fund 854,322.10 5,965.67 (2,619.03) 857,668.74 603-111101 Liability Risk Management Fund (3,298.80) 32,508.53 (775.50) 28,434.23 604-111101 Employee Benefits Fund 169,771.45 116,246.83 (102,481.67) 183,536.61 605-111101 Fleet Maintenance Fund 560,219.65 14,626.61 (13,887.52) 560,958.74801-111101 Expendable Deposits Fund 1,546.27 5,000.00 (5,732.50) 813.77 Total Pooled Cash and Investments(1) $ 66,231,964.33 $ 5,417,697.88 $ (4,371,075.72) $ 67,278,586.49 Less: Investments(1) $ (65,327,113.85) $ (526,127.63) $ 848,026.99 $ (65,005,214.49) Cash - BMO Bank General Checking Account $ 904,850.48 $ 4,891,570.25 $ (3,523,048.73) $ 2,273,372.00

CITY OF STANTON

CASH AND INVESTMENTS REPORT
MONTH ENDED APRIL 30, 2024

ATTACHMENT A

Page 1 of 2 ends

Fund/ Account
No. Fund/Account Name Beginning Balance Increases Decreases Ending Balance

CITY OF STANTON

CASH AND INVESTMENTS REPORT
MONTH ENDED APRIL 30, 2024

CASH-NON-POOLED
xxx-111103 Payroll Account $ - $ 278,083.47 $ (278,083.47) $ - 101-111109 Flexible Spending/AFLAC 11,544.23 - (1,394.74) 10,149.49 101-111505 Petty Cash 600.00 - - 600.00
285-111403 Cash with Property Management Company (QMG) 55,500.64 19,985.94 (40,500.64) 34,985.94 604-111404 Cash with Fiscal Agent (PARS) (2) - 4,678,224.89 (145,847.17) 4,532,377.72 Total Cash-Non-Pooled $ 298,069.41 4,745,869.76 $ (465,826.02) $ 4,578,113.15 $

INVESTMENTS
POOLED ALL FUNDS $ 65,327,113.85 $ 526,127.63 $ (848,026.99) $ 65,005,214.49 Total Investments (3) $ 65,327,113.85 $ 526,127.63 $ (848,026.99) $ 65,005,214.49 TOTAL CASH AND INVESTMENTS $ 70,977,834.09 $ 5,715,767.29 $ (4,836,901.74) $ 71,856,699.64 Notes:
(3) - Additional information regarding the City's investments are included in Attachments B through D.(1) - Pooled cash includes: City's general checking and safekeeping accounts with BMO Harris Bank, the City's Local Agency Investment Fund (LAIF) account, the Housing Authority's LAIF account, and the City's investment portfolio account with Chandler Asset Management. (2) - The Public Agency Retirement Services (PARS) account is an irrevocable trust that can be used for pension and other post employment benefits only. This fund is excluded from the compliance requirements set forth in the City's investment policy.

ATTACHMENT A

Page 2 ends

2 Invested by City
Staff
$39.1M
60%
Invested by
Chandler
$25.9M
40%
Portfolio Summary
as of April 30, 2024
TOTAL = $65.0M

ATTACHMENT C ATTACHMENT D
ATTACHMENT B Click here to return to the agenda.

City of Stanton
Portfolio Holdings
Investment Portfolio | by Security Sector
Report Format: By Transaction
Group By: Security Sector
Average By: Face Amount / Shares
Portfolio / Report Group: All Portfolios
As of 4/30/2024
Description CUSIP/Ticker Settlement Date YTM @ Cost Face Amount/Shares Cost Value Book Value Market Value Maturity Date Days To Maturity Accrued Interest % of Portfolio Certificate Of Deposit
Bank of New England NH 2.65 5/23/2024 06426KBE7 5/23/2019 2.650 249,000.00 249,000.00 249,000.00 248,586.66 5/23/2024 23 126.55 0.64 Cornerstone Community Bank CA 2.6 5/17/2024 219240BY3 5/17/2019 2.600 249,000.00 249,000.00 249,000.00 248,688.75 5/17/2024 17 230.58 0.64 Evansville Teachers FCU IN 2.25 7/22/2024 299547AV1 7/22/2019 2.250 249,000.00 249,000.00 249,000.00 247,291.86 7/22/2024 83 122.79 0.64 First Tier Bank NE 1.95 8/23/2024 33766LAJ7 8/23/2019 1.950 249,000.00 249,000.00 249,000.00 246,385.50 8/23/2024 115 93.12 0.64 McGregor TX 2.3 6/28/2024 32112UDA6 7/12/2019 2.200 249,000.00 250,170.30 249,038.08 247,911.87 6/28/2024 59 31.38 0.64 Raymond James Bank FL 2 8/23/2024 75472RAE1 8/23/2019 2.000 247,000.00 247,000.00 247,000.00 244,394.15 8/23/2024 115 906.79 0.63 Washington Federal Bank WA 1.95 8/28/2024 938828BN9 8/28/2019 1.950 249,000.00 249,000.00 249,000.00 246,273.45 8/28/2024 120 26.61 0.64 Sub Total / Average Certificate Of Deposit 2.229 1,741,000.00 1,742,170.30 1,741,038.08 1,729,532.24 76 1,537.82 4.45 Local Government Investment Pool
LAIF | City LGIP LAIFCITY0895 2/29/2020 4.272 28,004,005.81 28,004,005.81 28,004,005.81 27,969,726.68 N/A 1 71.51 LAIF | Housing Authority LGIP LAIFHA0004 2/29/2020 4.272 8,963,321.81 8,963,321.81 8,963,321.81 8,952,349.99 N/A 1 22.89 Sub Total / Average Local Government Investment Pool 4.272 36,967,327.62 36,967,327.62 36,967,327.62 36,922,076.67 1 0.00 94.39 Municipal
Fort Bragg CA 1.871 8/1/2024 347028JZ6 9/18/2019 1.750 205,000.00 206,150.05 205,060.12 203,136.55 8/1/2024 93 948.23 0.52 Riverside Pension CA 2.75 6/1/2024 769036BD5 8/28/2019 2.030 250,000.00 258,120.00 250,149.42 249,400.00 6/1/2024 32 2,845.49 0.64 Sub Total / Average Municipal 1.904 455,000.00 464,270.05 455,209.54 452,536.55 59 3,793.72 1.16 Total / Average 4.154 39,163,327.62 39,173,767.97 39,163,575.24 39,104,145.46 5 5,331.54 100

ATTACHMENT C
Click here to return to the agenda.

MONTHLY ACCOUNT STATEMENT
City of Stanton | Account #10991 | As of April 30, 2024 CHANDLER ASSET MANAGEMENT | chandlerasset.com
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.

Chandler Team:

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

US Bank

ATTACHMENT D

Page 1 of 9 ends

Click here to return to the agenda.

PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Performance Review
Account Summary
Maturity Distribution
Top Issuers
Credit Quality
Total Rate of Return 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS Since Inception (12/01/22)
City of Stanton (0.71%) (0.86%) (0.47%) 2.12% -- -- -- -- 3.15% Benchmark Return* (0.75%) (1.11%) (0.76%) 1.26% -- -- -- -- 2.52% Average Modified Duration 2.50
Average Coupon 3.63%
Average Purchase YTM 4.23%
Average Market YTM 5.16%
Average Quality AA
Average Final Maturity 2.92
Average Life 2.81
Beg. Values as of
04/01/2024
End Values as of
04/30/2024
Market Value 26,131,149.08 25,901,069.03
Accrued Interest 146,331.67 187,218.51
Total Market Value 26,277,480.75 26,088,287.54
Income Earned 34,329.58 122,946.95
Cont/WD 0.00 0.00
Par 26,756,470.42 26,789,555.39
Book Value 26,130,021.49 26,192,754.66
Cost Value 26,130,021.49 26,192,754.66
United States 33.87%
FHLMC 9.96%
Farm Credit System 9.34%
Federal Home Loan Banks 5.56%
FNMA 2.33%
American Express Company 1.75%
JPMorgan Chase & Co. 1.65%
Bank of America Corporation 1.65%
*Periods over 1 year are annualized.

Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index Secondary Benchmark:
*See Footnote
The credit quality is a weighted average calculation of the highest of S&P, Moody’s’ and Fitch

ATTACHMENT D

Page 2 of 9 ends

RECONCILIATION SUMMARY
Accrual Activity Summary
Fair Market Activity Summary
Month to Date Fiscal Year to Date
(07/01/2023)
Beginning Book Value 26,130,021.49 25,439,791.50
Maturities/Calls 0.00 (700,000.00)
Principal Paydowns (420,265.22) (1,221,774.41)
Purchases 1,009,634.83 14,031,445.07
Sales (509,689.36) (11,410,431.16)
Change in Cash, Payables, Receivables (43,464.83) 197.90 Amortization/Accretion 0.00 0.00
Realized Gain (Loss) 26,517.75 53,525.76
Ending Book Value 26,192,754.66 26,192,754.66
Month to Date Fiscal Year to Date
(07/01/2023)
Beginning Market Value 26,131,149.08 25,168,129.35
Maturities/Calls 0.00 (700,000.00)
Principal Paydowns (420,265.22) (1,221,774.41)
Purchases 1,009,634.83 14,031,445.07
Sales (509,689.36) (11,410,431.16)
Change in Cash, Payables, Receivables (43,464.83) 197.90 Amortization/Accretion 0.00 0.00
Change in Net Unrealized Gain (Loss) (292,813.22) (20,023.48) Realized Gain (Loss) 26,517.75 53,525.76
Ending Market Value 25,901,069.03 25,901,069.03
Maturities / Calls
Month to Date 0.00
Fiscal Year to Date (700,000.00)
Principal Paydowns
Month to Date (420,265.22)
Fiscal Year to Date (1,221,774.41)
Purchases
Month to Date 1,009,634.83
Fiscal Year to Date 14,031,445.07
Sales
Month to Date (509,689.36)
Fiscal Year to Date (11,410,431.16)
Interest Received
Month to Date 81,539.28
Fiscal Year to Date 716,766.40
Purchased / Sold Interest
Month to Date 520.83
Fiscal Year to Date 6,678.04

ATTACHMENT D

Page 3 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P
Fitch
Maturity
Duration
ABS
02582JJT8 AMXCA 2022-2 A 05/17/2027 350,000.00 09/13/2022

4.14%
343,382.81
343,382.81

97.82 5.62%
342,362.83
527.33

1.32%
(1,019.99)
NA/AAA
AAA

1.04 1.00
43815PAC3 HAROT 2022-2 A3 3.73 07/20/2026 350,000.00 09/21/2022

4.08%
345,625.00
345,625.00

98.66 5.82%
345,305.28
471.43

1.33%
(319.73)
NA/AAA
AAA

2.22 0.65
89238FAD5 TAOT 2022-B A3 2.93 09/15/2026 283,866.10 09/13/2022

3.53%
277,545.65
277,545.65

98.27 5.97%
278,968.45
369.66

1.08%
1,422.80
Aaa/AAA
NA

2.38 0.57
47800BAC2 JDOT 2022-C A3 5.09 06/15/2027 95,000.00 10/12/2022

5.09%
94,992.63
94,992.63

99.41 5.72%
94,443.95
214.91

0.36%
(548.68)
Aaa/NA
AAA

3.13 1.01
47787CAC7 JDOT 2023-C A3 5.48 05/15/2028 300,000.00 12/05/2023

5.15%
303,117.19
303,117.19

99.95 5.57%
299,843.13
730.67

1.16%
(3,274.06)
Aaa/NA
AAA

4.04 1.77
161571HT4 CHAIT 2023-1 A 5.16 09/15/2028 280,000.00 09/07/2023

5.17%
279,922.38
279,922.38

99.34 5.52%
278,146.74
642.13

1.07%
(1,775.64)
NR/AAA
AAA

4.38 2.17
448973AD9 HART 2024-A A3 4.99 02/15/2029 85,000.00 03/11/2024

5.00%
84,981.26
84,981.26

99.00 5.50%
84,146.80
188.51

0.32%
(834.46)
NA/AAA
AAA

4.80 2.19
02582JKH2 AMXCA 2024-1 A 5.23 04/16/2029 110,000.00 04/16/2024

5.23%
109,977.45
109,977.45

99.92 5.32%
109,914.97
127.84

0.42%
(62.48)
NA/AAA
AAA

4.96 2.67
Total ABS 1,853,866.10 4.51%
1,839,544.37
1,839,544.37

98.89 5.67%
1,833,132.13
3,272.49

7.08%
(6,412.23)
Aaa/AAA
AAA

2.98 1.33
AGENCY
3133ENP79 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 09/26/2024 650,000.00 09/22/2022

4.25%
649,948.00
649,948.00

99.52 5.44%
646,884.01
2,685.76

2.50%
(3,063.99)
Aaa/AA+
AA+

0.41 0.40
3133ENP95 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 09/30/2025 650,000.00 09/23/20224.31% 648,875.50
648,875.50

98.75 5.17%
641,895.07
2,378.82

2.48%
(6,980.43)
Aaa/AA+
AA+

1.42 1.35
3135G0Q22 FEDERAL NATIONAL MORTGAGE
ASSOCIATION 1.875 09/24/2026 650,000.00 09/14/2022

3.73%
605,208.50
605,208.50

92.93 5.04%
604,049.92
1,252.60

2.33%
(1,158.58)
Aaa/AA+
AA+

2.40 2.29
3130ATS57 FEDERAL HOME LOAN BANKS 4.5
03/10/2028 500,000.00 03/22/20234.04%
510,315.00
510,315.00

99.20 4.73%
495,980.21
3,187.50

1.91%
(14,334.80)
Aaa/AA+
AA+

3.86 3.48
3133EPGW9 FEDERAL FARM CREDIT BANKS
FUNDING CORP 3.875 04/25/2028 250,000.00 04/24/20233.76% 251,255.00
251,255.00

96.62 4.82%
241,545.67
161.46

0.93%
(9,709.33)
Aaa/AA+
AA+

3.99 3.64
3130AWTR1 FEDERAL HOME LOAN BANKS 4.375
09/08/2028 300,000.00 09/13/20234.48%
298,555.11
298,555.11

98.32 4.81%
294,947.15
1,932.29

1.14%
(3,607.96)
Aaa/AA+
AA+

4.36 3.89
3133EPWK7 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 09/22/2028 500,000.00 09/25/20234.67%
496,185.00
496,185.00

98.96 4.76%
494,798.78
2,437.50

1.91%
(1,386.23)
Aaa/AA+
AA+

4.40 3.92

ATTACHMENT D

Page 4 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P
Fitch
Maturity
Duration
3130AXQK7 FEDERAL HOME LOAN BANKS 4.75
12/08/2028 650,000.00 12/07/20234.18%
666,646.50
666,646.50

99.92 4.77%
649,506.45
15,265.97

2.51%
(17,140.05)
Aaa/AA+
AA+

4.61 4.00
3133ERAK7 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.375 04/10/2029 400,000.00 04/08/20244.48% 398,068.00
398,068.00

98.32 4.76%
393,282.68
1,020.83

1.52%
(4,785.32)
Aaa/AA+
AA+

4.94 4.38
Total Agency 4,550,000.00 4.21%
4,525,056.61
4,525,056.61

98.14 4.96%
4,462,889.93
30,322.74

17.23%
(62,166.68)
Aaa/AA+
AA+

3.12 2.81

AGENCY CMBS
3137BN6G4 FHMS K-053 A2 2.995 12/25/2025 350,000.00 09/16/2022

4.05%
338,064.45
338,064.45

96.46 5.38%
337,626.59
873.54

1.30%
(437.86)
Aaa/AA+
AAA

1.65 1.42
3137BTUM1 FHMS K-061 A2 3.347 11/25/2026 346,757.64 09/22/2022

4.23%
334,309.58
334,309.58

95.15 5.45%
329,941.55
967.16

1.27%
(4,368.03)
Aaa/AA+
AAA

2.57 2.26
3137BVZ82 FHMS K-063 A2 3.43 01/25/2027 350,000.00 09/13/2022

3.91%
342,412.11
342,412.11

95.48 5.26%
334,192.25
1,000.42

1.29%
(8,219.86)
Aaa/AA+
AAA

2.74 2.42
3137F2LJ3 FHMS K-066 A2 3.117 06/25/2027 350,000.00 09/13/2022

3.88%
337,640.63
337,640.63

94.14 5.20%
329,502.57
909.13

1.27%
(8,138.07)
Aaa/AA+
AAA

3.15 2.80
3137FAWS3 FHMS K-067 A2 3.194 07/25/2027 310,000.00 09/22/2022

4.19%
295,856.25
295,856.25

94.11 5.19%
291,743.48
825.12

1.13%
(4,112.77)
Aaa/AA+
AA+

3.24 2.94
3137FBU79 FHMS K-069 A2 3.187 09/25/2027 500,000.00 05/18/2023

4.13%
480,292.97
480,292.97

94.09 5.13%
470,473.90
1,327.92

1.82%
(9,819.07)
Aaa/AAA
AA+

3.41 3.03
3137FG6X8 FHMS K-077 A2 3.85 05/25/2028 510,000.00 05/24/2023

4.20%
500,636.72
500,636.72

95.46 5.09%
486,844.32
1,636.25

1.88%
(13,792.40)
Aaa/AA+
AAA

4.07 3.59
Total Agency
CMBS 2,716,757.64 4.09%
2,629,212.71
2,629,212.71

94.99 5.23%
2,580,324.66
7,539.53

9.96%
(48,888.05)
Aaa/AA+
AAA

3.06 2.71
CASH
CCYUSD Receivable 1,119.74 --

0.00%
1,119.74
1,119.74

1.00 0.00%
1,119.74

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
Total Cash 1,119.74 0.00%
1,119.74
1,119.74

1.00 0.00%
1,119.74

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00

CORPORATE
808513BB0 CHARLES SCHWAB CORP 4.2
03/24/2025 250,000.00 09/16/20224.37%
249,015.00
249,015.00

98.79 5.59%
246,970.69
1,079.17

0.95%
(2,044.31)
A2/AA0.90

0.87 78016EZ59 ROYAL BANK OF CANADA 3.375
04/14/2025 200,000.00 09/16/20224.49%
194,656.00
194,656.00

97.96 5.59%
195,922.50
318.75

0.76%
1,266.50
A1/A
AA0.960.92

ATTACHMENT D

Page 5 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P
Fitch
Maturity
Duration
756109AV6 REALTY INCOME CORP 3.875
04/15/2025 250,000.00 09/13/20224.47%
246,425.00
246,425.00

98.37 5.64%
245,926.94
430.56

0.95%
(498.06)
A3/AWR0.96

0.92 14913R2V8 CATERPILLAR FINANCIAL SERVICES
CORP 3.4 05/13/2025 125,000.00 09/21/20224.39%
121,940.00
121,940.00

98.02 5.39%
122,526.42
1,983.33

0.47%
586.42
A2/A
A+

1.04 0.98
06368D3S1 BANK OF MONTREAL 3.7
06/07/2025 350,000.00 09/13/20224.50%
342,912.50
342,912.50

97.94 5.65%
342,781.51
5,180.00

1.32%
(130.99)
A2/AAA1.10

1.05 63743HFE7

NATIONAL RURAL UTILITIES
COOPERATIVE FINANCE CORP 3.45
06/15/2025
250,000.00 09/19/2022

4.42%
243,805.00
243,805.00

97.57 5.70%
243,937.25
3,258.33

0.94%
132.25
A2/AA1.13

1.07 91324PCP5 UNITEDHEALTH GROUP INC 3.75
07/15/2025 125,000.00 09/21/20224.36%
122,981.25
122,981.25

98.05 5.43%
122,561.86
1,380.21

0.47%
(419.40)
A2/A+
A

1.21 1.15
89236TKF1 TOYOTA MOTOR CREDIT CORP 3.65
08/18/2025 350,000.00 09/13/20224.23%
344,498.00
344,498.00

97.76 5.45%
342,160.88
2,590.49

1.32%
(2,337.12)
A1/A+
A+

1.30 1.24
24422EWJ4 JOHN DEERE CAPITAL CORP 4.05
09/08/2025 125,000.00 09/21/20224.36%
123,933.75
123,933.75

98.30 5.37%
122,870.61
745.31

0.47%
(1,063.14)
A1/A
A+

1.36 1.29
713448FQ6 PEPSICO INC 4.55 02/13/2026 65,000.00 02/13/2023

4.57%
64,962.30
64,962.30

98.93 5.18%
64,302.98
640.79

0.25%
(659.32)
A1/A+
NA

1.79 1.68
46647PCZ7 JPMORGAN CHASE & CO 4.08
04/26/2026 200,000.00 09/13/20224.57%
195,980.00
195,980.00

98.28 5.90%
196,550.16
113.33

0.76%
570.16
A1/AAA1.99

0.95 61747YET8 MORGAN STANLEY 4.679
07/17/2026 200,000.00 09/13/20224.61%
199,302.00
199,302.00

98.70 5.80%
197,399.41
2,703.42

0.76%
(1,902.59)
A1/AA+2.21

1.15 06051GLA5 BANK OF AMERICA CORP 4.827
07/22/2026 200,000.00 09/13/20224.73%
199,336.00
199,336.00

98.72 5.92%
197,439.56
2,654.85

0.76%
(1,896.44)
A1/AAA2.23

1.16 06406RBJ5 BANK OF NEW YORK MELLON CORP

4.414 07/24/2026 350,000.00 --4.35%
348,501.00
348,501.00

98.52 5.67%
344,806.16
4,162.65

1.33%
(3,694.84)
A1/A
AA2.231.17
74340XBK6 PROLOGIS LP 3.25 10/01/2026 250,000.00 09/14/2022

4.30%
240,397.50
240,397.50

95.22 5.38%
238,057.12
677.08

0.92%
(2,340.38)
A3/A
WR

2.42 2.28
26442CAS3 DUKE ENERGY CAROLINAS LLC 2.95
12/01/2026 250,000.00 09/16/20224.31%
237,035.00
237,035.00

94.41 5.29%
236,014.12
3,072.92

0.91%
(1,020.89)
Aa3/A
WR

2.59 2.41
857477CL5 STATE STREET CORP 4.993
03/18/2027 300,000.00 03/13/20244.99%
300,000.00
300,000.00

99.10 5.33%
297,289.79
1,789.16

1.15%
(2,710.21)
A1/A
AA2.882.64
46647PCB0 JPMORGAN CHASE & CO 1.578
04/22/2027 250,000.00 09/15/20224.95%
221,377.50
221,377.50

92.28 5.76%
230,697.97

98.63 0.89%
9,320.47
A1/AAA2.98

1.90 91324PEG3 UNITEDHEALTH GROUP INC 3.7
05/15/2027 250,000.00 09/13/20224.21%
244,607.50
244,607.50

95.74 5.23%
239,355.41
4,265.28

0.92%
(5,252.09)
A2/A+
A

3.04 2.78

ATTACHMENT D

Page 6 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P
Fitch
Maturity
Duration
89115A2C5 TORONTO-DOMINION BANK 4.108
06/08/2027 200,000.00 09/13/20224.73%
194,794.00
194,794.00

96.13 5.48%
192,264.16
3,263.58

0.74%
(2,529.84)
A1/A
NA

3.11 2.82
61747YEC5 MORGAN STANLEY 1.512
07/20/2027 250,000.00 09/15/20224.69%
219,305.00
219,305.00

91.32 5.73%
228,300.00
1,060.50

0.88%
8,995.00
A1/AA+3.22

2.12 06051GJS9 BANK OF AMERICA CORP 1.734
07/22/2027 250,000.00 09/15/20224.86%
219,722.50
219,722.50

91.74 5.73%
229,359.43
1,192.13

0.89%
9,636.93
A1/AAA3.23

2.12 78016FZS6 ROYAL BANK OF CANADA 4.24
08/03/2027 200,000.00 09/13/20224.73%
195,794.00
195,794.00

96.67 5.36%
193,347.34
2,072.89

0.75%
(2,446.66)
A1/A
AA3.262.96
14913R3A3 CATERPILLAR FINANCIAL SERVICES
CORP 3.6 08/12/2027 250,000.00 09/13/2022

4.27%
242,635.00
242,635.00

95.30 5.17%
238,255.27
1,975.00

0.92%
(4,379.73)
A2/A
A+

3.28 3.02
023135BC9 AMAZON.COM INC 3.15 08/22/2027 250,000.00 09/14/2022

4.17%
238,730.00
238,730.00

94.16 5.09%
235,400.50
1,509.38

0.91%
(3,329.51)
A1/AA
AA3.313.07
24422EWK1 JOHN DEERE CAPITAL CORP 4.15
09/15/2027 250,000.00 09/13/20224.29%
248,480.00
248,480.00

96.91 5.16%
242,269.69
1,325.69

0.94%
(6,210.32)
A1/A
A+

3.38 3.08
74456QBU9 PUBLIC SERVICE ELECTRIC AND GAS
CO 3.7 05/01/2028 300,000.00 09/06/20235.10%
282,837.00
282,837.00

94.31 5.30%
282,939.72
5,550.00

1.09%
102.72
A1/A
WR

4.00 3.58
58933YBH7 MERCK & CO INC 4.05 05/17/2028 300,000.00 --

4.08%
299,617.50
299,617.50

96.57 5.00%
289,701.83
5,535.00

1.12%
(9,915.68)
A1/A+
NA

4.05 3.61
89115A2U5 TORONTO-DOMINION BANK 5.523
07/17/2028 200,000.00 12/18/20234.89%
205,150.00
205,150.00
100.33

5.43%
200,658.30
3,191.07

0.77%
(4,491.70)
A1/A
AA4.213.66
69371RS80 PACCAR FINANCIAL CORP 4.6
01/31/2029 365,000.00 01/24/20244.64%
364,405.05
364,405.05

97.57 5.18%
356,133.44
4,244.14

1.37%
(8,271.61)
A1/A+
NA

4.76 4.16
17275RBR2 CISCO SYSTEMS INC 4.85
02/26/2029 140,000.00 02/21/20244.86%
139,951.00
139,951.00

98.75 5.14%
138,252.88
1,225.97

0.53%
(1,698.12)
A1/AANA4.83

4.21 Total Corporate 7,295,000.00 4.52%
7,093,086.35
7,093,086.35

96.76 5.46%
7,054,453.87
69,289.59

27.24%
(38,632.48)
A1/A
A+

2.61 2.18

MONEY MARKET
FUND
31846V203 FIRST AMER:GVT OBLG Y 367,811.91 --

4.91%
367,811.91
367,811.91

1.00 4.91%
367,811.91

0.00 1.42%

0.00 Aaa/
AAAm
AAA

0.00 0.00
Total Money
Market Fund 367,811.91 4.91%
367,811.91
367,811.91

1.00 4.91%
367,811.91

0.00 1.42%

0.00 Aaa/
AAAm
AAA

0.00 0.00

ATTACHMENT D

Page 7 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

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

SUPRANATIONAL
459058KT9

INTERNATIONAL BANK FOR

RECONSTRUCTION AND DEVELOPM

3.5 07/12/2028
225,000.00 08/17/2023

4.55%
214,688.25
214,688.25

94.92 4.85%
213,560.21
2,384.38

0.82%
(1,128.04)
Aaa/AAA
NA

4.20 3.80
45950KDD9 INTERNATIONAL FINANCE CORP 4.5
07/13/2028 230,000.00 07/06/20234.53%
229,744.70
229,744.70

98.61 4.87%
226,792.24
3,105.00

0.88%
(2,952.46)
Aaa/AAA
NA

4.20 3.73
4581X0EN4 INTER-AMERICAN DEVELOPMENT
BANK 4.125 02/15/2029 400,000.00 03/14/20244.39%
395,324.00
395,324.00

97.04 4.82%
388,140.59
4,170.83

1.50%
(7,183.41)
Aaa/AAA
NA

4.80 4.24
Total
Supranational 855,000.00 4.47%
839,756.95
839,756.95

96.92 4.84%
828,493.03
9,660.21

3.20%
(11,263.92)
Aaa/AAA
NA

4.48 3.99

US TREASURY
91282CEU1 UNITED STATES TREASURY 2.875
06/15/2025 650,000.00 09/15/20223.89%
632,962.89
632,962.89

97.45 5.23%
633,445.31
7,046.11

2.45%
482.42
Aaa/AA+
AA+

1.13 1.08
91282CFE6 UNITED STATES TREASURY 3.125
08/15/2025 650,000.00 09/13/20223.75%
638,802.74
638,802.74

97.46 5.18%
633,470.70
4,241.07

2.45%
(5,332.04)
Aaa/AA+
AA+

1.29 1.24
91282CFK2 UNITED STATES TREASURY 3.5
09/15/2025 650,000.00 09/19/20223.90%
642,712.89
642,712.89

97.78 5.19%
635,552.74
2,905.57

2.45%
(7,160.15)
Aaa/AA+
AA+

1.38 1.31
9128286L9 UNITED STATES TREASURY 2.25
03/31/2026 650,000.00 09/14/20223.75%
617,880.86
617,880.86

94.95 5.04%
617,169.92
1,238.73

2.38%
(710.94)
Aaa/AA+
AA+

1.92 1.84
9128287B0 UNITED STATES TREASURY 1.875
06/30/2026 650,000.00 09/15/20223.78%
606,632.81
606,632.81

93.66 4.99%
608,816.40
4,084.82

2.35%
2,183.59
Aaa/AA+
AA+

2.17 2.07
9128282A7 UNITED STATES TREASURY 1.5
08/15/2026 650,000.00 09/13/20223.72%
597,923.83
597,923.83

92.52 4.99%
601,351.56
2,035.71

2.32%
3,427.73
Aaa/AA+
AA+

2.29 2.20
91282CEF4 UNITED STATES TREASURY 2.5
03/31/2027 650,000.00 09/14/20223.66%
618,591.80
618,591.80

93.62 4.87%
608,537.11
1,376.37

2.35%
(10,054.69)
Aaa/AA+
AA+

2.92 2.76
91282CFH9 UNITED STATES TREASURY 3.125
08/31/2027 650,000.00 09/13/20223.57%
636,822.26
636,822.26

94.75 4.85%
615,900.39
3,422.21

2.38%
(20,921.87)
Aaa/AA+
AA+

3.34 3.10
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 350,000.00 01/24/20233.59%
354,470.70
354,470.70

96.84 4.83%
338,925.78
4,545.67

1.31%
(15,544.92)
Aaa/AA+
AA+

3.67 3.33
91282CGH8 UNITED STATES TREASURY 3.5
01/31/2028 500,000.00 02/22/20234.12%
486,269.53
486,269.53

95.50 4.82%
477,519.53
4,375.00

1.84%
(8,750.00)
Aaa/AA+
AA+

3.76 3.43
91282CGT2 UNITED STATES TREASURY 3.625
03/31/2028 350,000.00 04/24/20233.61%
350,259.77
350,259.77

95.84 4.80%
335,425.78
1,074.62

1.30%
(14,833.99)
Aaa/AA+
AA+

3.92 3.58
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 500,000.00 06/22/20234.02%
491,308.59
491,308.59

95.74 4.79%
478,691.41
7,576.84

1.85%
(12,617.19)
Aaa/AA+
AA+

4.08 3.68

ATTACHMENT D

Page 8 of 9 ends

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P
Fitch
Maturity
Duration
91282CHK0 UNITED STATES TREASURY 4.0
06/30/2028 500,000.00 09/20/20234.51%
489,179.69
489,179.69

97.08 4.78%
485,390.63
6,703.30

1.87%
(3,789.07)
Aaa/AA+
AA+

4.17 3.73
91282CHQ7 UNITED STATES TREASURY 4.125
07/31/2028 350,000.00 08/24/20234.39%
345,953.13
345,953.13

97.53 4.77%
341,345.70
3,609.38

1.32%
(4,607.43)
Aaa/AA+
AA+

4.25 3.81
91282CJA0 UNITED STATES TREASURY 4.625
09/30/2028 350,000.00 10/18/20234.89%
345,912.11
345,912.11

99.43 4.77%
348,017.58
1,371.07

1.34%
2,105.47
Aaa/AA+
AA+

4.42 3.94
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 400,000.00 01/22/20244.00%
395,468.75
395,468.75

95.87 4.75%
383,468.75
5,027.47

1.48%
(12,000.00)
Aaa/AA+
AA+

4.67 4.16
91282CJW2 UNITED STATES TREASURY 4.0
01/31/2029 650,000.00 02/12/2024

4.14%
646,013.67
646,013.67

96.89 4.74%
629,814.45
6,500.00

2.43%
(16,199.22)
Aaa/AA+
AA+

4.76 4.23
Total US Treasury 9,150,000.00 3.93%
8,897,166.02
8,897,166.02

95.91 4.93%
8,772,843.75
67,133.95

33.87%
(124,322.27)
Aaa/AA+
AA+

2.99 2.74
Total Portfolio 26,789,555.39 4.23%
26,192,754.66
26,192,754.66

95.32 5.16%
25,901,069.03
187,218.51
100.00%
(291,685.63)
Aa2/AAAA2.92

2.50 Total Market
Value + Accrued 26,088,287.54

ATTACHMENT D

Page 9 of 9 ends

1 CITY OF STANTON

REPORT TO THE SUCCESSOR AGENCY TO THE

STANTON REDEVELOPMENT AGENCY
TO: Honorable Chairman and Members of the Successor Agency DATE: June 11, 2024
SUBJECT: APRIL 2024 INVESTMENT REPORT (SUCCESSOR AGENCY) REPORT IN BRIEF:

The Investment Report as of April 30, 2024, has been prepared in accordance with the City’s Investment Policy and California Government Code Section 53646.

RECOMMENDED ACTIONS:

2. Receive and file the Investment Report for the month of April 2024.

BACKGROUND:

The attached report summarizes the Successor Agency’s investment and deposit balances as of April 2024. During the month of April, the Successor Agency’s total cash and investments increased by approximately $10, due to interest earned on its accounts with U.S. Bank. The Successor Agency’s cash and investment balances by fund are presented in Attachment A. The Successor Agency’s investments and deposits by financial institution are included as Attachment B.

ANALYSIS:

The Successor Agency’s share of the City’s investment in the State Treasurer’s Local Agency Investment Fund (LAIF) continues to be available on demand. The effective yield on LAIF for the month of April 2024 was 4.27%.

The Successor Agency’s investments are shown on Attachment B and have a weighted investment yield of 4.27%, which is equal to the benchmark LAIF return of 4.27%, as the entire portfolio (excluding funds held with the bond fiscal agents) represents the Successor Agency’s portion of the City’s pooled cash and investments. With a completely Item: 9E
Click here to return to the agenda.
2 liquid portfolio, the weighted average maturity of the Successor Agency’s investments on April 30, 2024, was 1 day. LAIF’s average maturity on April 30, 2024, was approximately 227 days.

FISCAL IMPACT:

All deposits and investments have been made in accordance with the City's Fiscal Year 2023/24 Investment Policy.

The portfolio will allow the Successor Agency to meet its expenditure requirements for the next six months.

ENVIRONMENTAL IMPACT:

None.

LEGAL REVIEW:

None.

PUBLIC NOTIFICATION:

Through the agenda posting process.

Prepared by: Michelle Bannigan, Finance Director
Approved by: Hannah Shin-Heydorn, City Manager
Attachments:

A. Cash and Investment Balances by Fund
B. Investments and Deposits
Fund/
Account No. Fund/Account Name
Beginning
Balance Increases Decreases Ending Balance

CASH-POOLED
712-111101 Redevelopment Obligation Retirement Fund $ 2,891,524.13 $ - $ 2,891,524.13 - $ Total Cash-Pooled (1) $ - 2,891,524.13 $ $ 2,891,524.13 - $ CASH-RESTRICTED (with Fiscal Agent)
712-111423 2016 Tax Allocation Bonds, Series A and B $ 712,829.78 $ 3.03 $ - $ 712,832.81 712-111425 2016 Tax Allocation Bonds, Series C and D 1,235,970.80 5.25 - 1,235,976.05 712-111426 2020 Tax Allocation Refunding Bonds, Series A 415,402.79 1.76 - 415,404.55 Total Cash-Restricted (with Fiscal Agent) $ 2,364,203.37 $ 10.04 $ 2,364,213.41 - $ TOTAL CASH AND INVESTMENTS $ 5,255,727.50 $ 10.04 $ 5,255,737.54 - $ Note:
(1) - Includes the Successor Agency's share of the City's BMO Harris Bank checking account and Local Agency Investment Fund (LAIF).

SUCCESSOR AGENCY TO THE STANTON REDEVELOPMENT AGENCY

CASH AND INVESTMENTS REPORT
MONTH ENDED APRIL 30, 2024
ATTACHMENT A Click here to return to the agenda.

SUCCESSOR AGENCY TO THE STANTON REDEVELOPMENT AGENCY

INVESTMENTS AND DEPOSITS
Investment Issuer/ Date of Market MV
Type Institution Broker Maturity Cost Value Source
LAIF and BMO General Acct State of California/ BMO State of California On Demand 4.27% N/A $ 2,891,524 $ 2,891,524 LAIF Total Cash Investments and Deposits 1 4.27% $ 2,891,524 $ 2,891,524 Weighted Average Weighted Average
Bond Funds Held by Trustees: Maturity (days) Yield
Investment Issuer/ CUSIP Date of Interest Par Market MV Type Institution Broker Number Maturity Rate Value Cost Value Source 2016 Series A and BDebt Service:Cash Equivalents US Bank Money Market US Bank 9AMMF05B2 On Demand 0.02% 712,832 $ $ 712,832 $ US Bank 712,832 Principal: Cash Equivalent US Bank Money Market US Bank 9AMMF05B2 On Demand 0.02% 1 1 1 US Bank Total 2016 Series A and B $ 712,833 $ 712,833
Investment Issuer/ CUSIP Date of Interest Par Market MV Type Institution Broker Number Maturit
y Rate
Value Cost
Value Source
2016 Series C and DDebt Service:Cash Equivalent US Bank Money Market US Bank 9AMMF05B2 On Demand 0.02% 1,235,975 $ $ 1,235,975 $ 1,235,975 US Bank Principal: Cash Equivalent US Bank Money Market US Bank 9AMMF05B2 On Demand 0.02% 1 1 1 US Bank Total 2016 Series C and D $ 1,235,976 $ 1,235,976
MONTH ENDED APRIL 30, 2024
Rate
Interest

ATTACHMENT B

Page 1 of 2 ends

Investment Issuer/ CUSIP Date of Interest Par Market MV Type Institution Broker Number Maturity Rate Value Cost Value Source 2020 Tax Allocation Refunding Bonds Special Fund:Cash Equivalent US Bank Money Market US Bank 9AMMF05B2 On Demand 0.02% 415,404 $ $ 415,404 $ US Bank 415,404 Total 2020 Tax Allocation Bonds (Tax-Exempt) $ 415,404 $ 415,404 Total Bond Fund Investments and Deposits (3) $ 2,364,213 2,364,213 $ TOTAL - ALL CASH AND INVESTMENTS $5,255,737 $5,255,737 Notes: (1) - There have been no exceptions to the Investment Policy. (2) - The Successor Agency is able to meet its expenditure requirements for the next six months. (3) - Restricted Bond Funds are held by the fiscal agent.

ATTACHMENT B

Page 2 ends

2 1

CITY OF STANTON

REPORT TO THE CITY COUNCIL
TO: Honorable Mayor and Members of the City Council
DATE: June 11, 2024
SUBJECT: APRIL 2024 GENERAL FUND REVENUE AND EXPENDITURE REPORT; HOUSING AUTHORITY REVENUE AND EXPENDITURE
REPORT; STATUS OF CAPITAL IMPROVEMENT PROGRAM
REPORT IN BRIEF:

The Revenue and Expenditure Report for the month ended April 30, 2024, has been provided to the City Manager in accordance with Stanton Municipal Code Section

2.20.080 (D) and is being provided to City Council. This report includes information for both the City’s General Fund and the Housing Authority Fund.

RECOMMENDED ACTIONS:

2. Receive and file the General Fund and Housing Authority Fund April 2024 Revenue and Expenditure Reports and Status of Capital Improvement Projects for the month ended April 30, 2024.

ANALYSIS:

General Fund Revenue and Expenditure Reports
Attachments A and B summarize the General Fund’s revenue and expenditure activity through April 30, 2024. The reports include information for the month of April, on a yearto-date basis through April, the current fiscal year’s budgeted balance and the year-todate as a percentage of the budget. In addition, for comparison purposes, the year-todate amount, final amount, and a percentage of final for the previous fiscal year (through April) is included as well.

Item: 9F
Click here to return to the agenda.
2 As of April 30, total General Fund revenues received to date were approximately $23.3 million, which is 71% of the Fiscal Year 2023/24 budgeted amount and is approximately $3.1 million (15%) higher than the revenues recognized for the same period last year (Attachment A, page 2). Significant fluctuations from the previous fiscal year include:
• $391,090 is attributed to the positive increase of, to reflect the change in fair value of the City’s investment portfolio, a non-cash transaction, due to the volatility in the investment market;
• $661,953 is due to the early loan repayment received from the Lighting and Landscape Maintenance Fund approved by the City Council with the Fiscal Year 2023/24 mid-year budget adjustments on April 27;
• $644,620 of cannabis tax revenue collected for the first time during the current fiscal year;
• $397,296 of revenues collected through April 2024, compared to $149,500 collected through April 2023, representing one-time, unbudgeted developer fees (beautification, neighborhood preservation, and public benefit fees) received for the VRV residential project;
• $338,434 of property tax revenue due to more redevelopment related property tax revenue and property tax in lieu of vehicle license fee revenue collected during the current fiscal year compared to last year;
• $390,940 in more interest income earned on the City’s portfolio compared to the previous fiscal year; and
• $123,556 is attributed to more building permit revenue compared to the same period last year.

Total General Fund expenditures were approximately $24.1 million through April 30, which represents 72% of the Fiscal Year 2023/24 projected expenditures and is approximately $2.1 million (9%) higher than the expenditures incurred for the same period last year (Attachment B, page 2). The General Fund’s Fiscal Year 2023/24 Amended Budget includes $3.5 million in special projects that were funded by the City’s American Rescue Plan Act (ARPA) Fund in Fiscal Year 2022/23. The City spent approximately $1.2 million of these special project costs through April 30, 2024. Other significant fluctuations include:
• $260,955 in contracted law enforcement contract costs; • $198,064 in contracted building inspection and building plan check services due to the timing of when vendor invoices were processed during the previous fiscal year;
3 • $175,319 in contracted fire protection services costs due to 4.5% increase in Orange County Fire Authority contract costs from the prior fiscal year; • $112,118 in allocated liability insurance costs due to increased general liability claims and increased insurance costs; and,
• $66,050 in City Attorney costs due to additional costs related to labor, prosecution, and litigation issues during the current fiscal year.

Per Attachment C, the City’s General Fund reserves and available fund balance (“discretionary fund balance”) is estimated to be $35.8 million by June 30, 2024, as shown in the table below.

Estimated
Balance
at 6/30/24
Set aside per Reserve Policy $ 14,400,000
Committed Developer Contributions 2,192,446
Assigned Fund Balance 2,762,092
Unassigned Fund Balance 16,448,159
Total Discretionary Fund Balance $ 35,802,697
Housing Authority Revenue and Expenditure Reports
Attachment D summarizes the Housing Authority Fund’s revenue and expenditure activity through April 30, 2024. The report includes information on the activity during the month of April, information on a year-to-date basis through April, the current fiscal year’s budgeted balance and the year-to-date as a percentage of the budget. In addition, for comparison purposes, the year-to-date amount, final amount, and a percentage of final for the previous fiscal year (through April) is included as well.

As of April 30, total Housing Authority Fund revenues received to date were $955,580, which is 103% of the Fiscal Year 2023/24 budgeted amount and is $143,071 (18%) more than the revenue collected through the same period last year due to the additional investment income earned from higher interest rates. Rental income from the Tina Pacific properties is down $32,795 (6%) from the previous fiscal year because the previous fiscal year’s revenue included additional revenue collected for delinquent balances from the COVID-19 period and some residents have begun relocating from the property.
4 Total Housing Authority Fund expenditures were approximately $1.2 million through April 30, which is 22% of the Fiscal Year 2023/24 budget and $2.1 million (64%) lower than the expenditures incurred for the same period last year, primarily due to the $2.5 million payment for the Riveria Motel Project Homekey project that was made last year.

Per Attachment E, the City’s Housing Authority Fund’s available fund balance is expected to be $5.3 million by June 30, 2024.

Status of Capital Improvement Projects (CIP) (Attachment F) The Fiscal Year 2023/24 CIP budget includes $7.0 million from the Fiscal Year 2023/24 Adopted Budget, $12.7 million in carryover funding from Fiscal Year 2022/23, and $50,009 in additional appropriations approved by City Council since July 1, 2023, for a total amended budget of $19.8 million as of April 30, 2024. As of April 30, capital project expenditures totaled $2.0 million (10% of the amended budget) with an additional $4.5 million (23% of the amended budget) under contract (encumbered) for work currently underway, for a total amount spent or encumbered to date of $6.5 million (33% of the amended budget) as of April 30, 2024.

FISCAL IMPACT:

None.

ENVIRONMENTAL IMPACT:

None.

LEGAL REVIEW:

None.

PUBLIC NOTIFICATION:

Through the normal agenda posting process.

STRATEGIC PLAN OBJECTIVE:

Obj. No. 4: Ensure fiscal stability and efficiency in governance.

Prepared by: Michelle Bannigan, Finance Director
Approved by: Hannah Shin-Heydorn, City Manager
5 Attachments:

A. April 2024 General Fund Revenues
B. April 2024 General Fund Expenditures
C. General Fund Reserve Balances
D. April 2024 Housing Authority Revenue and Expenditures E. Housing Authority Reserve Balance
F. Status of Capital Improvement Projects as of April 30, 2024 %
FY 2023/24 FY 2023/24 Activity Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Budget Budget April Actual * Budget Actual* Prior Year
TAXES
Property Tax $ 8,585,900 $ 8,695,550 $ 363,644 $ 5,000,747 57.51% 4,662,313 $ 7.26% Sales and Use Tax 5,471,900 5,376,730 370,602 3,502,265 65.14% 3,488,799 0.39% Transactions and Use Tax 6,154,000 6,129,470 407,921 4,025,090 65.67% 3,915,637 2.80%Transient Occupancy Tax 673,600 625,000 52,634 464,085 74.25% 508,760 ‐8.78% Franchise Fees 1,157,000 1,341,470 477,702 1,010,837 75.35% 1,052,646 ‐3.97% Business Licenses 158,000 158,000 7,628 158,639 100.40% 155,134 2.26%Utility Users Tax 2,176,400 2,519,725 207,127 1,816,558 72.09% 1,891,123 ‐3.94% Cannabis Tax 620,000 620,000 89,610 644,620 103.97% ‐ 100.00% Tax Increment Pass‐thru Payment 577,200 717,000 ‐ 346,229 48.29% 307,496 12.60% TAXES‐TOTAL 25,574,000 26,182,945 1,976,868 16,969,070 64.81% 15,981,908 6.18%

INTERGOVERNMENTAL
County WDA Shared Revenue 100,000 50,000 ‐ ‐ 0.00% ‐ 0.00% Mandated Cost Reimbursement 30,000 30,000 ‐ 73 0.24% ‐ 100.00% Motor Vehicle In Lieu 31,100 31,100 ‐ 48,277 155.23% 40,258 19.92%Public Safety Augmentation Tax 205,690 200,950 14,229 142,930 71.13% 142,728 0.14% Planning Grants ‐ 150,000 ‐ ‐ 0.00% ‐ 0.00%
Federal Grants ‐ ‐ ‐ ‐ 0.00% ‐ 8,708 100.00% Other Grants 4,200 4,200 3,583 8,028 191.14% 3,778 112.49% INTERGOVERNMENTAL‐TOTAL 370,990 466,250 17,812 199,308 42.75% 195,472 1.96%CHARGES FOR SERVICES Charges for Services 108,230 108,230 6,162 94,334 87.16% 134,737 ‐29.99% Information Technology Charges 36,490 36,490 3,041 30,408 83.33% ‐ 31,337 2.96% CHARGES FOR SERVICES‐TOTAL 144,720 144,720 9,203 124,742 86.20% 166,074 ‐24.89%

FEES AND PERMITS
Solid Waste Impact Fees 1,150,000 1,150,000 175,670 865,754 75.28% 749,365 15.53% Building Permits and Fees 1,015,000 1,015,000 55,641 798,766 78.70% 675,210 18.30% Planning Permits and Fees 70,150 72,650 7,818 84,409 116.19% 67,607 24.85% Engineering Permits and Fees 119,000 119,000 10,688 97,982 82.34% 112,043 ‐12.55% Developer Fees ‐ 386,650 10,646 397,296 102.75% 149,500 165.75%Recycling Fees 87,700 109,840 ‐ 56,810 51.72% 38,870 46.15% April 2024 General Fund Revenues (83% of year)

CITY OF STANTON
FY 2023/24

ATTACHMENT A

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%
FY 2023/24 FY 2023/24 Activity Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Budget Budget April Actual * Budget Actual* Prior Year
April 2024 General Fund Revenues (83% of year)

CITY OF STANTON
FY 2023/24
Other Permits and Fees 276,025 386,025 17,883 338,989 87.82% 224,084 51.28% Community Services Fees 74,000 74,000 11,466 73,517 99.35% 62,193 18.21% FEES AND PERMITS ‐TOTAL 2,791,875 3,313,165 289,812 2,713,523 81.90% 2,078,872 30.53%

FINES AND FORFEITURES
General Fines 6,700 6,710 429 1,839 27.41% 396 364.39%
Motor Vehicle Fines 85,000 87,745 5,732 37,617 42.87% 32,128 17.08% Parking Citations 270,000 300,000 5,792 238,155 79.39% 158,883 49.89%DMV Parking Collections 71,000 71,000 35,663 58,721 82.71% 56,757 3.46% Administrative Citation 10,000 10,000 2,700 8,689 86.89% 5,125 69.54% FINES AND FORFEITURES‐TOTAL 442,700 475,455 50,316 345,021 72.57% 253,289 36.22%

USE OF MONEY AND PROPERTY
Investment Earnings 190,000 650,000 ‐ 873,919 134.45% 482,979 80.94%Unrealized Gains (Losses) ‐ ‐ ‐ 495,353 0.00% 104,263 375.10% Loan Interest 9,000 9,000 ‐ 7,447 82.74% ‐ 8,640 13.81% Rental Income 221,085 228,485 24,210 135,169 59.16% 156,714 ‐13.75% USE OF MONEY AND PROPERTY‐TOTAL 420,085 887,485 24,210 1,511,888 170.36% 752,596 100.89%

MISCELLANEOUS REVENUE
Miscellaneous Revenue 180,955 768,379 20,203 769,038 100.09% 64,054 1100.61% MISCELLANEOUS REVENUE‐TOTAL 180,955 768,379 20,203 769,038 100.09% 64,054 1100.61%

TRANSFERS IN
From Gas Tax Fund 140,000 140,000 11,667 116,667 83.33% 170,833 ‐31.71% From Protective Services Fund 382,000 386,000 128,090 377,181 97.72% 372,505 1.26% From Supplemental Law Enforcement Grants Fund 160,000 160,000 13,333 133,333 83.33% 125,000 6.67% TRANSFERS IN‐TOTAL 682,000 686,000 153,090 627,181 91.43% 668,338 ‐6.16%TOTAL REVENUES AND TRANSFERS IN $ 30,607,325 $ 32,924,399 $ 2,541,514 $ 23,259,771 70.65% 20,160,603 $ 15.37% * = Actual data is reported through April.

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund430100 Current Year‐Secured $ 1,096,100 $ 1,114,000 $ 351,312 $ 1,057,653 94.94% 1,045,739 $ 1.14% 430105 Current Year‐Unsecured 32,600 32,600 ‐ 28,608 87.75% 26,734 7.01% 430115 Property Tax‐Supplemental 24,400 24,400 2,292 19,230 78.81% 31,666 ‐39.27% 430120 Residual Redevelopment Property Tax 1,777,300 1,735,000 ‐ 981,267 56.56% 823,340 ‐19.18% 430121 In‐Lieu Vehicle License Fee 5,511,700 5,694,750 ‐ 2,847,376 50.00% 2,649,865 ‐7.45%430135 Homeowners Tax Relief 4,800 4,800 ‐ 2,218 46.21% 2,400 7.58% 430140 Property Transfer Tax 139,000 90,000 10,040 61,550 68.39% 82,004 ‐24.94% 430145 Property Tax‐Penalties/Int ‐ ‐ ‐ 2,845 0.00% ‐ 565 403.54% 430200 Sales And Use Tax 5,471,900 5,376,730 370,602 3,502,265 65.14% 3,488,799 0.39% 430300 Transient Occupancy Tax 673,600 625,000 52,634 464,085 74.25% 508,760 ‐8.78% 430405 Franchise Tax/Cable TV 200,000 255,470 ‐ 42,972 16.82% 184,653 76.73% 430410 Franchise Tax/Electric 244,000 285,000 275,397 275,397 96.63% 275,662 ‐0.10% 430415 Franchise Tax/Gas 75,000 98,000 101,715 101,715 103.79% 96,193 5.74% 430420 Franchise Tax/Refuse 550,000 615,000 100,590 498,663 81.08% 409,519 21.77% 430425 Franchise Tax/Water 88,000 88,000 ‐ 92,090 104.65% 86,619 6.32% 430500 Business License Tax 158,000 158,000 7,628 158,639 100.40% 155,134 2.26% 430600 Util User Tax/Electricity 1,218,400 1,407,000 113,138 1,077,383 76.57% 1,111,264 ‐3.05% 430605 Util User Tax/Telephone 196,300 228,725 17,523 157,821 69.00% 151,225 4.36% 430610 Util User Tax/Gas 336,700 470,000 37,251 219,809 46.77% 314,142 ‐30.03% 430615 Util User Tax/Water 425,000 414,000 39,215 361,545 87.33% 314,492 14.96% 430700 Cannabis Tax 620,000 620,000 89,610 644,620 103.97% ‐ 100.00% 440100 AB 1389 Pass Through from RDA 577,200 717,000 ‐ 346,229 48.29% 307,496 ‐12.60%101 General Fund 19,420,000 20,053,475 1,568,947 12,943,980 64.55% 12,066,271 7.27% 102 General Fund (Transactions & Use Tax)
430250 Transactions & Use Tax 6,154,000 6,129,470 407,921 4,025,090 65.67% 3,915,637 2.80% 102 General Fund (Transactions & Use Tax) 6,154,000 6,129,470 407,921 4,025,090 65.67% 3,915,637 2.80% TAXES ‐ TOTAL $ 25,574,000 $ 26,182,945 $ 1,976,868 $ 16,969,070 64.81% 15,981,908 $ 6.18% TAXES
April 2024 General Fund Revenues (83% of year)
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund432121 County WDA Shared Revenue $ 100,000 $ 50,000 $ ‐ $ ‐ 0.00% $ ‐ 0.00% 432135 Mandated Cost Reimbursement 30,000 30,000 ‐ 73 0.24% ‐ 100.00% 432150 Motor Vehicle In Lieu 31,100 31,100 ‐ 48,277 155.23% 40,258 19.92%432180 Public Safety Augmentation Tax 205,690 200,950 14,229 142,930 71.13% 142,728 0.14% 432245 Planning Grants ‐ 150,000 ‐ ‐ 0.00% ‐ 0.00% 432256 Other Grants 4,200 4,200 3,583 8,028 191.14% 3,778 112.49% 432270 Federal Grants ‐ ‐ ‐ ‐ 0.00% ‐ 8,708 100.00% INTERGOVERNMENTAL ‐ TOTAL $ 370,990 $ 466,250 $ 17,812 $ 199,308 42.75% 195,472 $ 1.96%

INTERGOVERNMENTAL
April 2024 General Fund Revenues (83% of year)
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund433100 Charges For Services 108,230 $ $ 108,230 $ 6,162 $ 94,334 87.16% 134,737 $ ‐29.99% 433136 Information Technology Charges 36,490 36,490 3,041 30,408 83.33% 31,337 ‐2.96% CHARGES FOR SERVICES ‐ TOTAL $ 144,720 $ 144,720 $ 9,203 $ 124,742 86.20% 166,074 $ ‐24.89%

CHARGES FOR SERVICES
April 2024 General Fund Revenues (83% of year)
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund
431100 Building Plan Check Fees $ 135,000 $ 135,000 $ 17,471 $ 180,054 133.37% 121,342 $ 48.39% 431105 Mechanical Permits 100,000 100,000 3,910 69,165 69.17% 52,813 30.96% 431110 Building Permits 600,000 600,000 27,940 433,188 72.20% 348,891 24.16% 431115 Plumbing Permits 80,000 80,000 2,620 36,140 45.18% 39,610 ‐8.76% 431120 Electrical Permits 100,000 100,000 3,700 80,219 80.22% 112,554 ‐28.73% 431130 Engineering Plan Check Fees 35,000 35,000 ‐ 23,939 68.40% 19,835 20.69% 431135 Public Works Permits 84,000 84,000 10,688 74,043 88.15% 92,208 ‐19.70% 431140 S M I P ‐ Commercial Fees 400 400 1 51 12.75% ‐ 91 43.96% 431145 S M I P‐Residential Permits 250 250 17 173 69.20% 73 136.99% 431146 SB 1473 Fee 2,500 2,500 52 1,224 48.96% 871 40.53% 431160 Solid Waste Impact Fees 1,150,000 1,150,000 175,670 865,754 75.28% 749,365 15.53% 431180 P/W Inspections 15,000 15,000 1,600 11,125 74.17% 20,843 ‐46.62%431185 Parking Permits 45,000 45,000 1,925 46,340 102.98% 8,523 443.71% 431190 Towing Franchise Fee 25,000 25,000 1,260 8,100 32.40% 13,680 ‐40.79% 431192 Beautification/Enhancement Fee ‐ 50,000 ‐ 50,000 100.00% ‐ 100.00% 431193 Neighborhood Preservation Fees ‐ 6,000 ‐ 6,000 100.00% 19,500 ‐69.23% 431194 Public Benefit Fee ‐ 330,650 10,646 341,296 103.22% 130,000 162.54% 431195 Other Fees & Permits 15,000 60,000 5,094 58,181 96.97% 45,806 27.02% 431196 Forfeited Deposits ‐ 75,000 ‐ 75,339 100.45% ‐ 100.00% 431201 Cannabis Business Renewal Permit Fee 10,000 ‐ ‐ ‐ 0.00% ‐ 0.00% 433200 Conditional Use Permit 7,000 7,000 ‐ 7,455 106.50% 7,130 4.56% 433205 Precise Plan Of Design 15,000 15,000 ‐ 3,070 20.47% 19,450 ‐84.22%433220 Preliminary Plan Review 3,750 3,750 1,875 5,625 150.00% ‐ 100.00% 433225 Environmental Services 4,400 4,400 ‐ 300 6.82% ‐ 750 60.00% 433227 Foreclosure Registration 10,000 10,000 563 2,774 27.74% ‐ 7,712 64.03% 433230 Zoning Entitlements ‐ ‐ ‐ 3,595 0.00% ‐ 100.00% 433235 Land Divisions 2,500 2,500 ‐ ‐ 0.00% ‐ 3,070 100.00% 433240 Special Event Permits 500 500 540 2,160 432.00% 1,800 20.00%

FEES AND PERMITS
April 2024 General Fund Revenues (83% of year)
FY 2023/24

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund

FEES AND PERMITS
April 2024 General Fund Revenues (83% of year)
FY 2023/24
433245 Sign/Ban'R/Gar Sa/Temp Use Per 4,000 4,000 745 7,270 181.75% 4,285 69.66% 433250 Ministerial Services 12,000 12,000 950 12,930 107.75% 9,780 32.21% 433260 Landscape Plan Check 1,500 1,500 325 1,300 86.67% 3,250 ‐60.00% 433270 General Plan Maint Surcharge 10,000 10,000 3,360 37,905 379.05% 12,180 211.21% 433285 Other Developmental Fees ‐ ‐ 2,500 2,185 87.40% ‐ 100.00% 433305 General Recreation Programs 52,000 52,000 7,926 49,259 94.73% 41,048 20.00% 433315 Sports Fields 22,000 22,000 3,540 24,258 110.26% 21,145 14.72% 437115 Recycling Fees 87,700 109,840 ‐ 56,810 51.72% 38,870 46.15% 430505 New/Moved Bus Lic Appl Rev 34,700 34,700 2,860 23,824 68.66% 27,170 ‐12.32% 430510 Business Tax Renewal Process 125,500 125,500 4,114 110,777 88.27% 103,556 6.97% 430515 SB 1186 2,175 2,175 420 1,695 77.93% 1,671 1.44% FEES AND PERMITS ‐ TOTAL $ 2,791,875 $ 3,313,165 $ 289,812 $ 2,713,523 81.90% 2,078,872 $ 30.53% * = Actual data is reported through April.

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund434100 General Fines $ 6,700 $ 6,710 $ 429 $ 1,839 27.41% $ 396 364.39% 434105 Motor Vehicle Fines 85,000 87,745 5,732 37,617 42.87% 32,128 17.08% 434110 Parking Citations 270,000 300,000 5,792 238,155 79.39% 158,883 49.89%434115 DMV Parking Collections 71,000 71,000 35,663 58,721 82.71% 56,757 3.46% 434120 Administrative Citations 10,000 10,000 2,700 8,689 86.89% 5,125 69.54% FINES AND FORFEITURES ‐ TOTAL $ 442,700 $ 475,455 $ 50,316 $ 345,021 72.57% 253,289 $ 36.22%

FINES AND FORFEITURES
April 2024 General Fund Revenues (83% of year)
* = Actual data is reported through April.

FY 2023/24

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year101 General Fund435100 Interest Earned 190,000 $ $ ‐ 650,000 $ $ 873,919 134.45% $ 482,979 80.94% 435110 Unrealized Gains (Losses) ‐ ‐ ‐ 495,353 0.00% 104,263 375.10% 435200 Loan Interest 9,000 9,000 ‐ 7,447 82.74% ‐ 8,640 13.81% 436115 Property Rental 7,200 14,600 1,234 12,134 83.11% 4,800 152.79% 436125 Indoor Facility Rental 164,000 164,000 17,015 81,923 49.95% 110,512 ‐25.87% 436127 Picnic Shelters 28,000 28,000 2,065 19,880 71.00% 22,863 ‐13.05% 436135 Pac Bell Mobile Svcs‐Rent 21,885 21,885 3,896 21,232 97.02% 18,539 14.53% USE OF MONEY AND PROPERTY ‐ TOTAL $ 420,085 $ 887,485 $ 24,210 $ 1,511,888 170.36% 752,596 $ 100.89%

USE OF MONEY AND PROPERTY
April 2024 General Fund Revenues (83% of year)
* = Actual data is reported through April.

FY 2023/24

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year101 General Fund437100 Sale Of Publications $ ‐ ‐ $ ‐ $ $ 192 0.00% 23 $ ‐734.78% 437105 Firework Services 475 ‐ 475 ‐ 0.00% ‐ 0.00% 437110 Candidate Statements ‐ ‐ ‐ ‐ 0.00% ‐ 1,508 100.00% 437125 Donations ‐ 35,250 ‐ 35,759 101.44% 3,500 921.69% 437130 Insurance Reimbursement ‐ 6,141 ‐ 7,157 116.54% ‐ 100.00% 437135 Expense Reimbursement 15,000 34,560 15,829 48,549 140.48% 29,289 65.76% 437137 Loan Repayment from Landscape Maintenance District 135,480 ‐ 661,953 661,953 100.00% ‐ 100.00% 437195 Other Revenue 30,000 30,000 4,374 15,428 51.43% 29,734 ‐48.11% MISCELLANEOUS REVENUE ‐ TOTAL $ 180,955 $ 768,379 $ 20,203 $ 769,038 100.09% 64,054 $ 1100.61%

MISCELLANEOUS REVENUE
April 2024 General Fund Revenues (83% of year)
* = Actual data is reported through April.

FY 2023/24

ATTACHMENT A

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FY 2023/24 FY 2023/24 Activity % Change
Adopted Amended During Year To Date Percent of FY 2022/23 From Acct. No. Description Budget Budget April Actual * Budget Actual* Prior Year 101 General Fund439211 Transfer From Gas Tax Fund $ 140,000 $ 140,000 $ 11,667 $ 116,667 83.33% 170,833 $ ‐31.71% 439223 Transfer From Protective Services Fund 382,000 386,000 128,090 377,181 97.72% 372,505 1.26%439242 Transfer From Supp Law Enf Grant 160,000 160,000 13,333 133,333 83.33% 125,000 6.67% TRANSFERS IN ‐ TOTAL $ 682,000 $ 686,000 $ 153,090 $ 627,181 91.43% 668,338 $ ‐6.16%

TRANSFERS IN
April 2024 General Fund Revenues (83% of year)
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT A

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Division
No. Description
FY 2023/24
Adopted
Budget
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
Percent of
Budget
FY 2022/23
Actual*
1100 City Council $ 129,105 $ 144,645 $ 4,827 $ 103,268 71.39% $ 97,840 5.55%1200 City Attorney 300,000 630,000 45,926 395,976 62.85% 329,926 20.02% 1300 City Manager 588,165 598,160 36,616 435,750 72.85% 334,294 30.35% 1400 City Clerk 206,565 218,770 19,163 173,388 79.26% 206,536 ‐16.05% 1410 Personnel/Risk Management 280,410 296,085 17,220 213,232 72.02% 178,442 19.50% 1510 Information Technology 1,039,515 863,659 48,121 603,676 69.90% 497,882 21.25% Administration 2,543,760 2,751,319 171,873 1,925,290 69.98% 1,644,920 17.04% 1500 Finance 1,080,775 1,093,880 77,741 783,979 71.67% 725,248 8.10% 1600 Non‐Dept (excludes Transfers) 390,000 395,000 ‐ 180,995 45.82% 121,401 ‐49.09% Finance 1,470,775 1,488,880 77,741 964,974 64.81% 846,649 13.98% 1520 Emergency Preparedness 5,000 5,000 ‐ 2,898 57.96% 4,175 30.59% 2100 Law Enforcement 14,655,075 13,777,981 1,254,384 11,378,609 82.59% 10,849,158 4.88% 2200 Fire Protection 5,549,765 5,551,815 ‐ 4,145,207 74.66% 3,969,888 4.42% 2230 Contractual Ambulance Svcs 2,500 2,500 259 1,983 79.32% ‐ 1,206 64.43% 2300 Homeless Prevention 422,385 406,785 15,541 165,043 40.57% ‐ 100.00% 2400 Animal Control Services 211,015 211,015 53,604 228,880 108.47% 200,964 13.89% 2500 Public Safety‐Other 213,125 224,905 17,078 191,345 85.08% 102,964 85.84% 4300 Parking Control 258,050 276,605 19,894 207,513 75.02% 181,224 14.51% 6200 Code Enforcement 622,955 636,050 48,393 497,488 78.22% 489,815 1.57% Public Safety 21,939,870 21,092,656 1,409,153 16,818,966 79.74% 15,799,394 6.45% 3000 Public Works Administration 607,060 615,025 47,570 492,048 80.00% 452,269 8.80% 3100 Engineering 491,025 487,025 18,940 284,675 58.45% 192,107 48.19% 3200 Public Facilities 649,865 669,695 46,958 495,012 73.92% 647,081 ‐23.50% 3300 Crossing Guard 46,000 46,000 4,549 36,298 78.91% 35,897 1.12% 3400 Parks Maintenance 503,140 503,851 29,603 367,603 72.96% 286,515 28.30% 3500 Street Maintenance 477,045 493,599 36,088 296,855 60.14% 315,974 ‐6.05% 3600 Storm Drains 170,800 204,365 3,255 142,238 69.60% 119,764 18.77% 6300 Graffiti Abatement 129,800 128,600 7,043 64,327 50.02% ‐ 67,644 4.90% Public Works 3,074,735 3,148,160 194,006 2,179,056 69.22% 2,117,251 2.92% City of Stanton
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
% Change
from Prior
Year
* = Actual data is reported through April.

ATTACHMENT B

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Division
No. Description
FY 2023/24
Adopted
Budget
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
Percent of
Budget
FY 2022/23
Actual*
City of Stanton
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
% Change
from Prior
Year
4000 Community Development Administration 389,890 392,875 24,838 247,653 63.04% 205,660 20.42% 4100 Planning 515,740 719,770 22,514 247,595 34.40% 245,298 0.94% 4200 Building Regulation 602,190 597,190 6,218 278,380 46.61% 142,391 95.50% 4400 Economic Development 12,500 12,500 50 3,336 26.69% 707 371.85% Community Development 1,520,320 1,722,335 53,620 776,964 45.11% 594,056 30.79% 5000 Public Information Office 116,640 196,840 18,568 151,099 76.76% 89,627 68.59% 5100 Community Services Administration 660,400 683,423 49,905 513,297 75.11% 459,198 11.78% 5200 Community Center Operations 134,605 302,525 18,419 119,667 39.56% 79,078 51.33% 5300 Park Operations 360,365 362,175 15,635 277,076 76.50% 204,250 35.66% 5400 Senior Citizen Programs 77,535 56,940 3,829 44,391 77.96% ‐ 61,403 27.71% 5500 Recreation Programs 105,230 109,827 11,284 83,581 76.10% 58,921 41.85% Community Services 1,454,775 1,711,730 117,640 1,189,111 69.47% 952,477 24.84%Transfer to FACT Grant 46,865 75,020 2,013 21,521 28.69% ‐ 34,890 38.32% Transfer to Senior Transportation Fund 9,420 1,420 ‐ 69 4.86% ‐ 6,456 98.93% Transfer to SCP Maintenance 64,775 64,775 5,398 53,979 83.33% 49,333 9.42% Transfer to Capital Projects Fund 660,000 1,484,916 (1,954) 175,161 11.80% ‐ 100.00% Transfers to Other Funds 781,060 1,626,131 5,457 250,730 15.42% 90,679 176.50%TOTAL EXPENDITURES $ 32,785,295 $ 33,541,211 $ 2,029,490 $ 24,105,091 71.87% $ 22,045,426 9.34% * = Actual data is reported through April.

ATTACHMENT B

Page 2 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
101 General Fund1100 City Council
501105 Salaries‐Elected $ 52,200 $ 52,200 $ 4,023 $ 42,142 80.73% $ 44,706 ‐5.74% 502115 Unemployment Insurance 1,120 1,120 ‐ ‐ 0.00% ‐ 0.00%502120 Medicare/Fica 755 755 58 611 80.93% 646 ‐5.42% 502130 Other Benefit Charges 750 750 4 38 5.07% 492 ‐92.28% 602100 Special Dept Expense 10,100 10,100 202 8,859 87.71% 5,545 59.77% 602110 Office Expense 2,000 2,000 221 692 34.60% 1,146 ‐39.62% 602115 Postage ‐ ‐ ‐ 4 0.00% ‐ 100.00% 607100 Membership/Dues 43,950 43,950 ‐ 39,724 90.38% 33,992 16.86% 607110 Travel/Conference/Meetings 15,000 15,000 ‐ 7,649 50.99% 8,924 ‐14.29% 608105 Professional Services ‐ 15,000 ‐ ‐ 0.00% ‐ 0.00% 612115 Liability Insurance Charge 3,230 3,770 319 3,549 94.14% 2,389 48.56% 1100 City Council Total 129,105 144,645 4,827 103,268 71.39% 97,840 5.55% 1200 City Attorney
608105 Professional Services 300,000 630,000 45,926 395,976 62.85% 329,926 20.02% 1200 City Attorney Total 300,000 630,000 45,926 395,976 62.85% 329,926 20.02% 1300 City Manager
501110 Salaries‐Regular 353,525 358,525 19,483 263,213 73.42% 190,020 38.52% 501115 Salaries‐Overtime 500 ‐ 500 ‐ 0.00% 9 ‐100.00% 501120 Salaries‐Part‐Time ‐ ‐ 829 1,175 0.00% ‐ 100.00% 502100 Retirement 66,695 66,695 4,475 56,221 84.30% 51,510 9.15% 502105 Workers Comp Insurance 5,275 5,275 339 4,409 83.58% 3,496 26.12% 502110 Health/Life Insurance 26,625 26,625 2,388 21,560 80.98% 18,291 17.87% 502111 Medical In‐Lieu Pay 4,200 4,200 30 3,154 75.10% 168 1777.38%502115 Unemployment Insurance 505 ‐ 505 283 56.04% 331 14.50% Administration ‐ Shin‐Heydorn
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
* = Actual data is reported through April.

ATTACHMENT B

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Acct. No. Description % of Budget
FY 2022/23
Actual*
Administration ‐ Shin‐Heydorn
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
1300 City Manager, Continued
502120 Medicare/Fica 4,775 4,875 289 3,822 78.40% 2,664 43.47% 502130 Other Benefit Charges 35 35 18 238 680.00% 1,672 ‐85.77% 602110 Office Expense 10,600 10,600 1,285 5,710 53.87% 6,648 ‐14.11% 602115 Postage 200                      ‐             200 122 61.00% 55 121.82%602120 Books/Periodicals 100                      ‐             100 ‐                    0.00% ‐ 0.00% 607100 Membership/Dues 1,000 1,000 ‐             495 49.50% 432 14.58% 607110 Travel/Conference/Meetings 4,800 4,800 ‐             414 8.63% 1,723 75.97% 608105 Professional Services 78,000 78,000 4,414 41,054 52.63% 36,000 ‐14.04% 612105 Vehicle Replacement Charge 2,065 2,065 172 1,721 83.34% 1,717 0.23% 612115 Liability Insurance Charge 29,265 34,160 2,894 32,159 94.14% 19,558 64.43% 1300 City Manager Total 588,165 598,160 36,616 435,750 72.85% 334,294 30.35% 1400 City Clerk
501110 Salaries‐Regular 124,505 124,505 9,443 104,307 83.78% 96,339 8.27% 501115 Salaries‐Overtime 500                      ‐             500 734 146.80% 93 689.25%502100 Retirement 35,275 35,275 2,902 31,132 88.26% 33,282 ‐6.46% 502105 Workers Comp Insurance 1,965 1,965 158 1,742 88.65% 1,773 ‐1.75% 502110 Health/Life Insurance 20,535 20,535 1,903 17,205 83.78% 15,429 11.51% 502111 Medical In‐Lieu Pay ‐ ‐                   44 247 0.00% 27 814.81% 502115 Unemployment Insurance 245                      ‐             245 139 56.73% 161 ‐13.66% 502120 Medicare/Fica 1,790 1,790 133 1,484 82.91% 1,352 9.76% 502130 Other Benefit Charges 15 15 9 94 626.67% 848 ‐88.92% 602110 Office Expense 2,250 2,250 163 666 29.60% 1,987 ‐66.48% 602115 Postage 500 500 150 781 156.20% 530 47.36%
602120 Books/Periodicals 100                      ‐             100 76 76.00% 72 5.56%607100 Membership/Dues 415                      ‐             415 250 60.24% 415 ‐39.76% * = Actual data is reported through April.

ATTACHMENT B

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Acct. No. Description % of Budget
FY 2022/23
Actual*
Administration ‐ Shin‐Heydorn
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
1400 City Clerk, Continued
607110 Travel/Conference/Meetings 1,200 1,200 ‐             ‐                    0.00% ‐ 0.00% 608105 Professional Services 6,000 6,000 2,998 4,420 73.67% 4,658 0.00% 608135 Microfilming ‐ 11,000 ‐             ‐                    0.00% ‐ 0.00% 607115 Training 2,500 2,500 ‐             1,225 49.00% 836 46.53%608140 Elections 1,000 1,000 499 499 49.90% 42,864 98.84% 612105 Vehicle Replacement Charge 575 575 48 479 83.30% 442 8.37% 612115 Liability Insurance Charge 7,195 8,400 713 7,908 94.14% 5,428 45.69% 1400 City Clerk Total 206,565 218,770 19,163 173,388 79.26% 206,536 ‐16.05% 1410 Personnel/Risk Management
501110 Salaries‐Regular 123,500 123,500 9,242 91,566 74.14% 99,720 ‐8.18%501120 Salaries‐Part‐Time 47,795 60,595 1,566 39,816 65.71% ‐ 100.00% 502100 Retirement 29,720 31,165 1,871 22,220 71.30% 24,354 ‐8.76% 502105 Workers Comp Insurance 2,575 2,575 181 2,194 85.20% 1,835 19.56% 502110 Health/Life Insurance 17,845 17,845 2,038 17,969 100.69% 13,123 36.93% 502111 Medical In‐Lieu Pay ‐ ‐                      46 92 0.00% ‐ 100.00% 502115 Unemployment Insurance 450 450 ‐                252 56.00% 272 ‐7.35% 502120 Medicare/FICA 2,400 2,610 151 1,845 70.69% 1,405 31.32% 502130 Other Benefit Charges 30 30 10 118 393.33% 878 ‐86.56% 602110 Office Expense 1,400 2,220 208 937 42.21% 1,207 ‐22.37% 602115 Postage 200 200 44 240 120.00% 135 77.78%
607100 Membership/Dues 725 775 ‐                775 100.00% 400 93.75%607110 Travel/Conference/Meetings 2,000 150 ‐                144 96.00% ‐ 100.00%607115 Training 6,000 5,180 ‐ 4,988 96.29% 308 1519.48% 607120 Education Reimbursement Program 10,000 10,000 ‐                2,447 24.47% 3,305 ‐25.96%608105 Professional Services 13,750 13,750 273 6,855 49.85% 10,064 ‐31.89% * = Actual data is reported through April.

ATTACHMENT B

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Acct. No. Description % of Budget
FY 2022/23
Actual*
Administration ‐ Shin‐Heydorn
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
1410 Personnel/Risk Management, Continued
608125 Advertising/ Business Dev't 2,200 2,200 225 775 35.23% 1,024 24.32% 609125 Employee/Volunteer Recognition 12,000 13,800 598 11,546 83.67% 11,905 ‐3.02% 612105 Vehicle Replacement Charge 535 535 45 446 83.36% 413 7.99% 612115 Liability Insurance Charge 7,285 8,505 722 8,007 94.14% 5,070 57.93% 701105 Equipment‐General ‐ ‐ ‐ ‐ 0.00% 2,338 ‐100.00% 702100 Office Furniture ‐ ‐ ‐ ‐ 0.00% 686 ‐100.00%1410 Personnel/Risk Management 280,410 296,085 17,220 213,232 72.02% 178,442 19.50% 1510 Information Technology501110 Salaries‐Regular 101,935 101,935 7,550 83,054 81.48% 72,064 15.25% 501115 Salaries‐Overtime 6,000 6,000 ‐ 3,162 52.70% 15,564 ‐79.68% 502100 Retirement Charges 28,070 28,070 2,320 24,789 88.31% 24,959 ‐0.68% 502105 Workers Comp Insurance 1,560 1,560 126 1,387 88.91% 1,351 2.66% 502110 Health/Life Insurance 17,335 17,335 1,669 14,756 85.12% 13,059 12.99% 502115 Unemployment Insurance 225 ‐ 225 126 56.00% 150 ‐16.00% 502120 Medicare/Fica 1,425 1,425 98 1,142 80.14% 1,176 ‐2.89% 502130 Other Benefit Charges 15 15 7 75 500.00% 646 ‐88.39% 602140 Materials & Supplies 15,000 5,000 278 1,876 37.52% 7,448 74.81% 603105 Equipment Maintenance 50,000 60,000 7,293 50,206 83.68% 71,479 29.76% 604100 Communications 112,500 127,500 6,999 75,423 59.16% 82,525 ‐8.61%607100 Membership/Dues 35,410 59,410 6,755 41,491 69.84% ‐ 100.00% 608100 Contractual Services 358,575 442,809 13,986 295,189 66.66% 181,643 62.51% 612105 Vehicle Replacement Charge 6,020 6,020 502 5,017 83.34% 4,629 8.38% 612115 Liability Insurance Charge 5,445 6,355 538 5,983 94.15% 3,976 50.48% 701050 Computer Software 300,000 ‐ ‐ ‐ 0.00% 17,213 ‐100.00% 1510 Information Technology Total 1,039,515 863,659 48,121 603,676 69.90% 497,882 21.25% TOTAL ADMINISTRATION‐SHIN‐HEYDORN $ 2,543,760 $ 2,751,319 $ 171,873 $ 1,925,290 69.98% $ 1,644,920 17.04% * = Actual data is reported through April.

ATTACHMENT B

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Acct. No. Description % of Budget
FY 2022/23
Actual*
101 General Fund1500 Finance501110 Salaries‐Regular 616,015 $ $ 562,875 $ 38,196 $ 381,204 67.72% 377,310 $ 1.03% 501115 Salaries‐Overtime 1,000 1,000 17 879 87.90% 385 128.31% 501120 Salaries‐Part Time 64,810 84,810 6,350 62,245 73.39% 41,665 49.39% 502100 Retirement 117,395 114,555 8,531 85,620 74.74% 101,206 ‐15.40% 502105 Workers Comp Insurance 10,255 10,255 744 7,405 72.21% ‐ 7,710 3.96% 502110 Health/Life Insurance 78,245 81,550 7,595 62,545 76.70% 40,341 55.04% 502111 Medical In‐Lieu Pay 5,285 2,400 223 1,733 72.21% ‐ 3,251 46.69% 502115 Unemployment Insurance 1,895 1,895 51 1,311 69.18% 1,243 5.47% 502120 Medicare/FICA 9,520 8,740 544 5,390 61.67% 5,127 5.13%502130 Other Benefit Charges 520 1,000 121 573 57.30% ‐ 3,342 82.85% 602110 Office Expense 6,000 4,890 (1,752) 651 13.31% ‐ 4,652 86.01% 602115 Postage 3,500 3,500 971 2,370 67.71% 1,977 19.88% 602120 Books/Periodicals 100 ‐ ‐ ‐ 0.00% ‐ 65 100.00% 607100 Membership/Dues 1,100 1,100 55 830 75.45% ‐ 995 16.58% 607105 Mileage Reimbursement 100 100 ‐ 27 27.00% ‐ 100.00% 607110 Travel/Conference/Meetings 5,845 5,095 475 3,863 75.82% ‐ 5,077 23.91% 607115 Training 1,400 3,835 739 2,145 55.93% ‐ 3,219 33.36% 608105 Professional Services 86,180 120,445 8,440 93,881 77.95% 57,367 63.65% 608107 Financial Services 20,600 27,000 2,193 21,242 78.67% 21,680 ‐2.02%608130 Temporary Help ‐ ‐ ‐ ‐ 0.00% 11,242 ‐100.00% 611116 Payment to Other Agencies 1,000 ‐ 1,000 525 52.50% 820 ‐35.98% 612105 Vehicle Replacement Charge 3,345 3,345 279 2,788 83.35% 2,588 7.73% 612115 Liability Insurance Charge 40,165 46,880 3,969.000 44,134 94.14% 29,482 49.70% Finance‐Bannigan
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From Prior
Year
FY 2023/24
Adopted
Budget
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT B

Page 7 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
Finance‐Bannigan
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From Prior
Year
FY 2023/24
Adopted
Budget
FY 2023/24
1500 Finance, Continued701100 Equipment‐Office ‐ ‐ 1,110 1,110 100.00% 207 436.23%702100 Furniture‐Office ‐ ‐ ‐ ‐ 0.00% ‐ 130 100.00% 1500 Finance Total 1,074,275 1,087,380 77,741 782,471 71.96% 721,081 8.51% 1600 Non‐Departmental610235 Economic Development Loan Repayment 350,000 350,000 ‐ 180,995 51.71% 121,401 49.09% 611105 Revenue Sharing‐City of Anaheim 40,000 45,000 ‐ ‐ 0.00% ‐ 0.00% 1600 Non‐Departmental Total 390,000 395,000 ‐ 180,995 45.82% 121,401 49.09% 101 GENERAL FUND TOTAL $ 1,464,275 $ 1,482,380 $ 77,741 $ 963,466 64.99% 842,482 $ 14.36% 102 General Fund (Transactions & Use Tax)
1500 Finance
608105 Professional Services 6,500 6,500 ‐ 1,508 23.20% 4,167 ‐63.81% 102 TRANSACTIONS AND USE TAX TOTAL $ 6,500 $ 6,500 $ ‐ $ 1,508 23.20% $ ‐ 4,167 63.81% TOTAL FINANCE $ 1,470,775 $ 1,488,880 $ 77,741 $ 964,974 64.81% 846,649 $ 13.98% * = Actual data is reported through April.

ATTACHMENT B

Page 8 of 24 ends

Acct. No. Description % of Budget
101 General Fund
1520 Emergency Services602140 Materials & Supplies $ 5,000 $ 5,000 $ ‐ $ 2,898 57.96% $ ‐ 100.00% 608105 Professional Services ‐ ‐ ‐ ‐ 0.00% 4,175 ‐100.00%1520 Emergency Services 5,000 5,000 ‐ 2,898 57.96% ‐ 4,175 30.59% 2100 Law Enforcement602100 Special Dept Expense 1,500 3,000 ‐ 2,898 96.60% 3,854 ‐24.81%602110 Office Expense 4,000 2,500 ‐ 1,538 61.52% 3,148 ‐51.14%602145 Gas/Oil/Lube 3,000 3,000 205 1,849 61.63% 1,163 58.99%604100 Communications 44,000 59,000 10,527 41,899 71.02% 39,701 5.54% 608100 Contractual Services 18,700 18,700 1,425 14,250 76.20% 15,130 ‐5.82% 608160 O.C.S.D. Contract 10,130,355 8,394,535 556,075 7,391,231 88.05% 7,478,560 ‐1.17% 612105 Vehicle Replacement Charge 6,020 6,020 502 5,017 83.34% 4,629 8.38% 2100 Law Enforcement Total 10,207,575 8,486,755 568,734 7,458,682 87.89% 7,546,185 ‐1.16% 2200 Fire Protection602100 Special Department Expense 45,950 48,000 ‐ 23,878 49.75% 22,523 6.02% 608185 O.C.F.A. Contract 4,003,815 4,003,815 ‐ 2,986,674 74.60% 2,444,147 22.20% 2200 Fire Protection Total 4,049,765 4,051,815 ‐ 3,010,552 74.30% 2,466,670 22.05% 2230 Ambulance Services608190 Contractual Ambulance Svcs 2,500 2,500 259 1,983 79.32% 1,206 64.43% 2230 Ambulance Services Total 2,500 2,500 259 1,983 79.32% 1,206 64.43%2300 Homeless Prevention501110 Salaries‐Regular 307,350 280,195 11,453 123,094 43.93% ‐ 100.00% 502100 Retirement 55,635 55,635 2,169 23,250 41.79% ‐ 100.00% 502105 Workers Comp Insurance 4,665 4,245 191 2,056 48.43% ‐ 100.00% 502110 Health/Life Insurance 45,215 44,815 1,198 11,035 24.62% ‐ 100.00% 502111 Medical In‐Lieu Pay 4,200 4,200 350 3,325 79.17% ‐ 100.00% % Change
From Prior
Year
FY 2022/23
Actual*
Public Safety‐Wren
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT B

Page 9 of 24 ends

Acct. No. Description % of Budget
% Change
From Prior
Year
FY 2022/23
Actual*
Public Safety‐Wren
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
2300 Homeless Prevention, Continued502115 Unemployment Insurance 895 670 ‐ 337 50.30% ‐ 100.00%502120 Medicare/Fica 4,365 3,965 170 1,835 46.28% ‐ 100.00% 502130 Other Benefits 60 60 10 111 185.00% ‐ 100.00%
610230 North SPA Navig Ctr Cost Share ‐ ‐ 13,000 ‐ 0.00% ‐ 0.00% 2300 Homeless Prevention Total 422,385 406,785 15,541 165,043 40.57% ‐ 100.00% 2400 Animal Control Services608170 Animal Control Services 211,015 211,015 53,604 228,880 108.47% 200,964 13.89% 2400 Animal Control Services Total 211,015 211,015 53,604 228,880 108.47% 200,964 13.89% 2500 Public Safety‐Other501110 Salaries‐Regular 106,670 106,670 7,692 81,931 76.81% 53,866 52.10% 502100 Retirement Charges 22,200 22,200 1,878 19,846 89.40% 14,293 38.85% 502105 Workers Comp Insurance 1,550 1,550 128 1,368 88.26% 991 38.04% 502110 Health/Life Insurance 5,840 5,840 471 4,384 75.07% 973 350.57% 502111 Medical In‐Lieu Pay 2,100 2,100 249 2,074 98.76% 1,676 23.75% 502115 Unemployment Insurance 190 190 ‐ 107 56.32% 56 91.07% 502120 Medicare/FICA 1,445 1,445 115 1,218 84.29% 805 51.30% 502130 Other Benefit Charges 15 15 7 74 493.33% 474 ‐84.39% 602110 Office Expense 1,200 845 ‐ 878 103.91% 1,120 ‐21.61% 602115 Postage 250 100 ‐ ‐ 0.00% ‐ 0.00% 602130 Clothing 4,500 4,500 151 1,396 31.02% 5,147 ‐72.88% 602140 Materials and Supplies ‐ 1,800 282 1,054 58.56% ‐ 100.00% 607100 Membership/Dues ‐ ‐ ‐ 490 0.00% ‐ 100.00%607115 Training 700 500 ‐ ‐ 0.00% ‐ 0.00% 608100 Contractual Services 4,680 4,680 ‐ 4,678 99.96% 4,678 0.00% 612115 Liability Insurance Charge 61,785 72,115 6,105 67,890 94.14% 18,885 259.49% * = Actual data is reported through April.

ATTACHMENT B

Page 10 of 24 ends

Acct. No. Description % of Budget
% Change
From Prior
Year
FY 2022/23
Actual*
Public Safety‐Wren
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
2500 Public Safety‐Other, Continued701105 Equipment‐General ‐ ‐ ‐ 3,601 0.00% ‐ 100.00%702100 Office Furniture ‐ 355 ‐ 356 100.28% ‐ 100.00% 2500 Public Safety‐Other Total 213,125 224,905 17,078 191,345 85.08% 102,964 85.84% 4300 Parking Control501110 Salaries‐Regular 141,145 141,145 10,257 107,637 76.26% 100,327 7.29% 502115 Salaries‐Overtime 100 100 ‐ 80 80.00% 50 ‐60.00% 501120 Salaries‐Part Time 15,715 29,295 1,854 17,995 61.43% 11,677 54.11% 502100 Retirement 30,545 30,545 2,506 26,305 86.12% 31,301 ‐15.96% 502105 Workers Comp Insurance 2,340 2,550 202 2,098 82.27% 2,084 0.67% 502110 Health/Life Insurance 16,605 16,730 1,565 13,869 82.90% 7,479 85.44% 502111 Medical In‐Lieu Pay 1,200 1,200 75 782 65.17% 2,546 ‐69.29% 502115 Unemployment Insurance 415 530 14 329 62.08% 260 26.54% 502120 Medicare/FICA 2,175 2,375 175 1,815 76.42% 1,644 10.40% 502130 Other Benefit Charges 95 170 11 113 66.47% 890 ‐87.30% 602110 Office Expense 3,500 3,500 ‐ 3,226 92.17% 1,040 210.19% 602115 Postage 500 250 18 157 62.80% 131 19.85%604100 Communications 680 680 ‐ 362 53.24% 367 ‐1.36%608105 Professional Services 31,000 35,500 2,214 22,716 63.99% 15,874 43.10%612105 Vehicle Replacement Charge 12,035 12,035 1,003 10,029 83.33% 5,554 80.57% 4300 Parking Control Total 258,050 276,605 19,894 207,513 75.02% 181,224 14.51%6200 Code Enforcement501110 Salaries‐Regular 422,690 422,690 30,850 329,792 78.02% 311,762 5.78%502115 Salaries‐Overtime 100 100 1,235 1,235 1235.00% 478 158.37% 501120 Salaries‐Part Time 15,715 29,290 1,854 17,995 61.44% 11,677 54.11% 502100 Retirement 88,765 88,765 7,293 77,237 87.01% 88,722 ‐12.94% 502105 Workers Comp Insurance 6,540 6,750 546 5,808 86.04% 5,951 ‐2.40% * = Actual data is reported through April.

ATTACHMENT B

Page 11 of 24 ends

Acct. No. Description % of Budget
% Change
From Prior
Year
FY 2022/23
Actual*
Public Safety‐Wren
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
6200 Code Enforcement, Continued502110 Health/Life Insurance 45,470 45,595 4,190 37,405 82.04% 33,295 12.34% 502111 Medical In‐Lieu Pay 3,300 3,300 329 2,854 86.48% 3,315 ‐13.91% 502115 Unemployment Insurance 1,075 1,185 14 701 59.16% 679 3.24% 502120 Medicare/FICA 6,125 6,325 494 5,076 80.25% 4,699 8.02% 502130 Other Benefit Charges 140 215 29 313 145.58% 2,749 ‐88.61% 602110 Office Expense 2,000 1,354 ‐ 273 20.16% 2,029 ‐86.55% 602115 Postage 500 1,500 164 1,255 83.67% 753 66.67%
602120 Books/Periodicals ‐ ‐ 61 61 0.00% ‐ 100.00% 602160 Code Enforcement Equipment 6,000 4,200 ‐ 464 11.05% ‐ 100.00% 603105 Equipment Maintenance 1,000 1,000 ‐ 450 45.00% ‐ 100.00% 607100 Membership/Dues 600 600 ‐ 500 83.33% 600 16.67%607115 Training 900 1,100 ‐ 994 90.36% 637 ‐56.04% 608100 Contractual Services 4,000 3,400 ‐ 1,575 46.32% 2,835 ‐44.44% 608105 Professional Services 6,000 6,000 331 2,825 47.08% 2,042 38.34% 612105 Vehicle Replacement Charge 12,035 12,035 1,003 10,029 83.33% 17,592 ‐42.99%702100 Office Furniture ‐ 646 ‐ 646 100.00% ‐ 100.00% 6200 Code Enforcement Total 622,955 636,050 48,393 497,488 78.22% 489,815 1.57% 101 GENERAL FUND TOTAL $ 15,992,370 $ 14,301,430 $ 723,503 $ 11,764,384 82.26% $ 10,993,203 7.02% 102 General Fund (Transactions & Use Tax)2100 Law Enforcement608160 O.C.S.D. Contract 4,447,500 5,291,226 685,650 3,919,927 74.08% 3,302,973 18.68% 2100 Law Enforcement Total 4,447,500 5,291,226 685,650 3,919,927 74.08% 3,302,973 18.68% 2200 Fire Protection608185 O.C.F.A. Contract 1,500,000 1,500,000 ‐ 1,134,655 75.64% 1,503,218 ‐24.52% 2200 Fire Protection Total 1,500,000 1,500,000 ‐ 1,134,655 75.64% 1,503,218 ‐24.52% 102 TRANSACTIONS AND USE TAX TOTAL 5,947,500 $ $ 6,791,226 $ 685,650 $ 5,054,582 74.43% $ 4,806,191 5.17% TOTAL PUBLIC SAFETY $ 21,939,870 $ 21,092,656 $ 1,409,153 $ 16,818,966 79.74% $ 15,799,394 6.45% * = Actual data is reported through April.

ATTACHMENT B

Page 12 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
101 General Fund3000 Public Works Administration
501110 Salaries‐Regular 391,825 $ $ 391,825 $ 28,734 $ 302,088 77.10% $ 280,336 7.76% 501120 Salaries‐Part Time 18,615 18,615 1,378 13,007 69.87% 12,348 5.34% 502100 Retirement Charges 68,640 68,640 5,970 62,369 90.86% 70,052 ‐10.97% 502105 Workers Comp Insurance 5,920 5,920 503 5,262 88.89% 5,331 ‐1.29%502110 Health/Life Insurance 54,220 54,220 5,078 44,820 82.66% 37,223 20.41% 502111 Medical In‐Lieu Pay 600 600 ‐ 162 27.00% 875 ‐81.49% 502115 Unemployment Insurance 895 895 25 513 57.32% 863 ‐40.56% 502120 Medicare/FICA 5,540 5,540 425 4,465 80.60% 4,163 7.25% 502130 Other Benefit Charges 195 195 27 284 145.64% 2,472 ‐88.51% 602110 Office Expense 2,000 2,000 ‐ 800 40.00% 581 37.69%602115 Postage 200 200 1 34 17.00% 148 ‐77.03%602120 Books/Periodicals 200 200 ‐ 110 55.00% ‐ 100.00% 607100 Membership/Dues 1,750 1,750 ‐ 50 2.86% 1,133 ‐95.59% 607110 Travel/Conference/Meetings 1,800 1,800 100 500 27.78% 1,297 ‐61.45%607115 Training 1,000 1,000 120 220 22.00% ‐ 100.00%612105 Vehicle Replacement Charge 6,020 6,020 502 5,017 83.34% 4,629 8.38% 612115 Liability Insurance Charge 47,640 55,605 4,707 52,347 94.14% 30,818 69.86% 3000 Public Works Administration Total 607,060 615,025 47,570 492,048 80.00% 452,269 8.80%3100 Engineering501110 Salaries‐Regular 80,040 80,040 7,088 79,187 98.93% 51,442 53.93% 501115 Salaries‐Overtime 1,500 500 ‐ 487 97.40% 10,832 ‐95.50% 501120 Salaries‐Part Time ‐ 98,630 7,780 74,616 75.65% ‐ 100.00% 502100 Retirement 14,515 31,590 1,995 21,464 67.95% 13,019 64.87% 502105 Workers Comp Insurance 1,240 2,810 248 2,569 91.42% 963 166.77% % Change
From Prior
Year
Public Works‐Rangel
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT B

Page 13 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
% Change
From Prior
Year
Public Works‐Rangel
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
3100 Engineering, Continued502110 Health/Life Insurance 8,855 9,775 909 8,476 86.71% 6,251 35.59% 502111 Medical In‐Lieu Pay ‐ ‐ 88 544 0.00% 147 270.07% 502115 Unemployment Insurance 180 ‐ 405 383 94.57% 120 219.17% 502120 Medicare/FICA 1,145 2,575 217 2,243 87.11% 903 148.39% 502130 Other Benefit Charges 10 160 13 138 86.25% 460 ‐70.00% 602120 Books/Periodicals ‐ ‐ ‐ ‐ 0.00% 159 ‐100.00% 602130 Clothing ‐ 915 ‐ 655 71.58% 54 1112.96% 602140 Materials & Supplies 2,000 1,085 ‐ 54 4.98% ‐ 100.00% 607100 Membership/Dues ‐ ‐ ‐ ‐ 0.00% 350 ‐100.00% 608105 Professional Services 120,000 ‐ ‐ ‐ 0.00% ‐ 0.00% 608110 Engineering Services 206,320 206,320 ‐ 74,361 36.04% 89,755 ‐17.15% 608115 Inspection Services 15,000 15,000 ‐ 4,200 28.00% 3,480 20.69%608120 Plan Checking Services 30,000 30,000 ‐ 9,281 30.94% 8,618 7.69% 608135 Microfilming 3,000 ‐ ‐ ‐ 0.00% ‐ 0.00% 612105 Vehicle Replacement Charge 7,220 7,220 602 6,017 83.34% 5,554 8.34% 3100 Engineering Total 491,025 487,025 18,940 284,675 58.45% 192,107 48.19% 3200 Public Facilities501110 Salaries‐Regular 61,760 56,192 4,848 59,920 106.63% 53,499 12.00% 501115 Salaries‐Overtime 2,000 5,000 78 4,515 90.30% 2,310 95.45% 502100 Retirement 10,665 10,317 912 11,305 109.58% 13,232 ‐14.56% 502105 Workers Comp Insurance 925 925 81 1,001 108.22% 988 1.32% 502110 Health/Life Insurance 10,235 9,261 805 7,813 84.36% 7,014 11.39% 502111 Medical In‐Lieu Pay 420 420 196 1,770 421.43% 53 3239.62% 502115 Unemployment Insurance 235 235 ‐ 219 93.19% 102 114.71% 502120 Medicare/FICA 860 790 73 956 121.01% 809 18.17%
* = Actual data is reported through April.

ATTACHMENT B

Page 14 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
% Change
From Prior
Year
Public Works‐Rangel
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
3200 Public Facilities, Continued502130 Other Benefit Charges 15 15 4 54 360.00% 472 ‐88.56%602100 Special Dept Expense ‐ ‐ 75 75 0.00% 1,680 ‐95.54% 602110 Office Expense 9,000 9,000 423 3,918 43.53% 211 1756.87% 602125 Small Tools ‐ ‐ ‐ ‐ 0.00% 681 ‐100.00% 602130 Clothing 7,100 7,100 ‐ 4,894 68.93% 3,579 36.74% 602135 Safety Equipment 500 500 ‐ 168 33.60% 154 9.09% 602140 Materials & Supplies 10,500 10,500 580 3,888 37.03% 5,187 ‐25.04% 603105 Equipment Maintenance ‐ 25,000 ‐ 15,535 62.14% 18,868 17.66% 603110 Building Maintenance 127,240 127,240 6,765 79,299 62.32% 77,420 2.43%604100 Communications 9,000 9,000 66 3,358 37.31% 4,355 ‐22.89%604105 Utilities 175,000 175,000 12,304 131,463 75.12% 135,241 ‐2.79% 607115 Training ‐ ‐ ‐ ‐ 0.00% 91 ‐100.00% 608100 Contractual Services 170,820 169,610 16,507 128,547 75.79% 113,643 13.11% 611110 O.C. Sanitation District User Fee 14,700 14,700 ‐ 3,906 26.57% 13,801 ‐71.70% 612105 Vehicle Replacement Charge 38,890 38,890 3,241 32,408 83.33% 30,088 7.71% 701105 Equipment‐General ‐ ‐ ‐ ‐ 0.00% 119,057 ‐100.00% 704100 Facility Improvements ‐ ‐ ‐ ‐ 0.00% 44,546 ‐100.00% 3200 Public Facilities Total 649,865 669,695 46,958 495,012 73.92% 647,081 ‐23.50% 3300 Crossing Guard608175 Crossing Guard Services 46,000 46,000 4,549 36,298 78.91% 35,897 1.12% 3300 Crossing Guard Total 46,000 46,000 4,549 36,298 78.91% 35,897 1.12% 3400 Parks Maintenance
501110 Salaries‐Regular 72,420 69,330 6,866 69,885 100.80% 58,952 18.55% 501115 Salaries‐Overtime 3,000 2,000 ‐ 1,369 68.45% 1,286 6.45%502100 Retirement 12,655 12,460 1,297 13,184 105.81% 14,424 ‐8.60% 502105 Workers Comp Insurance 1,100 1,100 115 1,167 106.09% 1,090 7.06% * = Actual data is reported through April.

ATTACHMENT B

Page 15 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
% Change
From Prior
Year
Public Works‐Rangel
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
3400 Parks Maintenance, Continued
502110 Health/Life Insurance 12,975 12,435 1,157 9,516 76.53% 9,127 4.26% 502111 Medical In‐Lieu Pay 210 210 107 964 459.05% 586 64.51% 502115 Unemployment Insurance 280 ‐ 280 241 86.07% 166 45.18% 502120 Medicare/Fica 1,020 980 100 1,044 106.53% 882 18.37% 502130 Other Benefit Charges 20 20 6 63 315.00% 521 ‐87.91%602100 Special Dept Expense 13,000 13,000 139 7,232 55.63% 3,791 90.77% 603105 Equipment Maintenance 17,000 17,000 199 3,018 17.75% 6,892 ‐56.21% 604105 Utilities 185,000 185,000 9,327 138,803 75.03% 123,607 12.29% 605100 Land Lease 7,000 7,000 ‐ 4,026 57.51% 2,661 51.30% 608100 Contractual Services 167,830 173,406 9,487 109,066 62.90% 55,122 97.86% 612105 Vehicle Replacement Charge 9,630 9,630 803 8,025 83.33% 7,408 8.33% 3400 Parks Maintenance Total 503,140 503,851 29,603 367,603 72.96% 286,515 28.30% 3500 Street Maintenance501110 Salaries‐Regular 94,260 90,975 6,711 59,140 65.01% 57,577 2.71% 501115 Salaries‐Overtime 5,000 4,000 333 3,499 87.48% 2,964 18.05% 502100 Retirement 16,400 16,195 1,265 11,125 68.69% 14,194 ‐21.62% 502105 Workers Comp Insurance 1,420 1,420 112 988 69.58% 1,067 ‐7.40% 502110 Health/Life Insurance 13,515 12,940 968 7,706 59.55% 8,307 ‐7.23% 502111 Medical In‐Lieu Pay 1,260 1,260 204 1,846 146.51% 1,698 8.72% 502115 Unemployment Insurance 350 350 ‐ 212 60.57% 184 15.22%502120 Medicare/FICA 1,330 1,290 104 932 72.25% 902 3.33% 502130 Other Benefit Charges 25 25 6 53 212.00% 510 ‐89.61% 602100 Special Dept Expense ‐ ‐ ‐ ‐ 0.00% 2,288 ‐100.00% 602125 Small Tools 6,000 6,000 ‐ ‐ 0.00% 582 ‐100.00% 602140 Materials & Supplies 65,000 65,000 7,073 34,786 53.52% 36,798 ‐5.47% 603105 Equipment Maintenance ‐ ‐ ‐ ‐ 0.00% 1,210 ‐100.00% * = Actual data is reported through April.

ATTACHMENT B

Page 16 of 24 ends

Acct. No. Description % of Budget
FY 2022/23
Actual*
% Change
From Prior
Year
Public Works‐Rangel
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2023/24
Adopted
Budget
FY 2023/24
3500 Street Maintenance, Continued
608100 Contractual Services 210,750 232,409 18,334 154,238 66.36% 144,830 6.50% 612105 Vehicle Replacement Charge 11,735 11,735 978 9,779 83.33% 9,025 8.35% 710190 Pavement Maintenance 50,000 50,000 ‐ 12,551 25.10% 33,838 ‐62.91% 3500 Street Maintenance Total 477,045 493,599 36,088 296,855 60.14% 315,974 ‐6.05% 3600 Storm Drain Maintenance
501115 Salaries‐Overtime ‐ ‐ ‐ ‐ 0.00% 179 ‐100.00% 502120 Medicare/FICA ‐ ‐ ‐ ‐ 0.00% 3 ‐100.00% 603100 Emergency Maintenance Services 10,000 10,000 ‐ ‐ 0.00% 2,198 ‐100.00% 608100 Contractual Services ‐ ‐ ‐ ‐ 0.00% 500 ‐100.00% 608155 Storm Water Monitor Program 160,800 194,365 3,255 142,238 73.18% 116,884 21.69% 3600 Storm Drain Maintenance Total 170,800 204,365 3,255 142,238 69.60% 119,764 18.77% 6300 Graffiti Abatement501110 Salaries‐Regular 61,650 60,690 2,298 24,803 40.87% 25,150 ‐1.38% 501115 Salaries‐Overtime 6,000 6,000 862 6,420 107.00% 6,370 0.78% 502100 Retirement Charges 10,640 10,580 430 4,658 44.03% 6,302 ‐26.09% 502105 Workers Comp Insurance 915 915 38 414 45.25% 475 ‐12.84% 502110 Health/Life Insurance 6,450 6,282 54 1,717 27.33% 3,941 ‐56.43%502111 Medical In‐Lieu Pay 1,890 1,890 175 1,589 84.07% 158 905.70% 502115 Unemployment Insurance 235 235 ‐ 98 41.70% 102 ‐3.92%502120 Medicare/FICA 870 858 48 475 55.36% 459 3.49% 502130 Other Benefit Charges 15 15 2 22 146.67% 227 ‐90.31%602140 Materials & Supplies 25,000 25,000 2,018 14,569 58.28% 14,670 ‐0.69% 603105 Equipment Maintenance 5,000 5,000 190 283 5.66% 1,227 ‐76.94%612105 Vehicle Replacement Charge 11,135 11,135 928 9,279 83.33% 8,563 8.36% 6300 Graffiti Abatement Total 129,800 128,600 7,043 64,327 50.02% 67,644 ‐4.90% TOTAL PUBLIC WORKS $ 3,074,735 $ 3,148,160 $ 194,006 $ 2,179,056 69.22% $ 2,117,251 2.92% * = Actual data is reported through April.

ATTACHMENT B

Page 17 of 24 ends

Acct. No. Description
% of
Budget
FY 2022/23
Actual*
101 General Fund
4000 Community Development Administration
501110 Salaries‐Regular 242,125 $ $ 236,115 $ 13,289 $ 130,334 55.20% 115,184 $ 13.15% 501115 Salaries‐Overtime ‐ ‐ ‐ ‐ 0.00% ‐ 12 100.00% 502100 Retirement Charges 42,145 41,685 2,803 27,496 65.96% 28,861 ‐4.73% 502105 Workers Comp Insurance 3,460 3,460 222 2,177 62.92% 2,119 2.74% 502110 Health/Life Insurance 20,225 19,945 933 8,113 40.68% 6,514 24.55%502111 Medical In‐Lieu Pay 4,200 2,315 232 536 23.15% 40 1240.00% 502115 Unemployment Insurance 425 425 20 133 31.29% 148 ‐10.14% 502120 Medicare/FICA 3,290 3,225 196 1,898 58.85% 1,643 15.52%502130 Other Benefit Charges 30 30 12 117 390.00% 1,014 ‐88.46% 602110 Office Expense 2,500 3,850 54 2,418 62.81% 732 ‐230.33%602120 Books/Periodicals 1,200 425 423 423 99.53% 14 ‐2921.43% 607100 Membership/Dues 1,600 1,600 ‐ 125 7.81% ‐ 100.00%607115 Training 1,200 1,200 ‐ ‐ 0.00% ‐ 0.00% 612105 Vehicle Replacement Charge 1,045 1,045 87 871 83.35% 804 8.33% 612115 Liability Insurance Charge 66,445 77,555 6,567 73,012 94.14% 48,358 50.98% 702100 Office Furniture ‐ ‐ ‐ ‐ 0.00% 217 ‐100.00%4000 Community Development Administration Total 389,890 392,875 24,838 247,653 63.04% 205,660 20.42% 4100 Planning501110 Salaries‐Regular 358,595 350,230 16,442 175,423 50.09% 154,083 13.85% 501115 Salaries‐Overtime 1,200 1,200 225 747 62.25% 388 92.53%501125 Salaries‐Appointed 9,000 9,000 692 7,269 80.77% 7,061 2.95% 502100 Retirement 65,970 65,970 2,781 32,552 49.34% 37,718 ‐13.70% 502105 Workers Comp Insurance 5,635 5,635 275 2,930 52.00% 2,836 3.31% 502110 Health/Life Insurance 51,160 51,160 1,577 21,738 42.49% 19,782 9.89% Community Development‐Landavazo
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From
Prior Year
FY 2023/24
Adopted
Budget
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT B

Page 18 of 24 ends

Acct. No. Description
% of
Budget
FY 2022/23
Actual*
Community Development‐Landavazo
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From
Prior Year
FY 2023/24
Adopted
Budget
FY 2023/24
4100 Planning, Continued
502115 Unemployment Insurance 1,120 ‐ 1,120 340 30.36% 518 34.36% 502120 Medicare/FICA 5,280 5,280 253 2,663 50.44% 2,334 14.10% 502111 Medical In‐Lieu Pay ‐ ‐ 85 601 0.00% 450 33.56% 502130 Other Benefit Charges 805 805 15 158 19.63% 1,357 ‐88.36% 602110 Office Expense ‐ ‐ ‐ ‐ 0.00% 159 ‐100.00% 602115 Postage 500 500 ‐ 571 114.20% 4 100.00%602140 Materials & Supplies ‐ ‐ ‐ ‐ 0.00% 115 ‐100.00%607100 Membership/Dues 1,200 1,200 ‐ 120 10.00% ‐ 100.00% 607110 Travel/Conference/Meetings 8,200 8,200 ‐ 300 3.66% 670 55.22% 607115 Training 1,050 1,050 ‐ 495 47.14% ‐ 100.00% 608105 Professional Services ‐ 215,970 ‐ ‐ 0.00% 16,265 ‐100.00% 608135 Microfilming 4,000 ‐ ‐ ‐ 0.00% ‐ 0.00% 612105 Vehicle Replacement Charge 2,025 2,025 169 1,688 83.36% 1,558 8.34%4100 Planning Total 515,740 719,770 22,514 247,595 34.40% 245,298 0.94%4200 Building Regulation 501110 Salaries‐Regular 138,300 54,520 4,289 44,728 82.04% 22,685 97.17% 501115 Salaries‐Overtime ‐ ‐ ‐ 42 0.00% ‐ 100.00% 502100 Retirement 25,975 18,845 812 8,472 44.96% 5,412 56.54% 502105 Workers Comp Insurance 2,160 2,160 72 747 34.58% 417 79.14% 502110 Health/Life Insurance 22,625 1,255 105 994 79.20% 2,108 ‐52.85%502111 Medical In‐Lieu Pay 4,200 4,200 350 3,325 79.17% 766 334.07% 502115 Unemployment Insurance 450 450 ‐ 126 28.00% ‐ 100.00% 502120 Medicare/FICA 2,030 835 67 697 83.47% 340 105.00% 502130 Other Benefit Charges 30 30 4 40 133.33% 200 ‐80.00% 602110 Office Expense ‐ ‐ ‐ ‐ 0.00% ‐ 95 100.00% * = Actual data is reported through April.

ATTACHMENT B

Page 19 of 24 ends

Acct. No. Description
% of
Budget
FY 2022/23
Actual*
Community Development‐Landavazo
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From
Prior Year
FY 2023/24
Adopted
Budget
FY 2023/24
4200 Building Regulation, Continued
602115 Postage 200 200 17 164 82.00% 155 5.81%
602120 Books/Periodicals 1,000 ‐ ‐ ‐ 0.00% ‐ 0.00% 607100 Membership/Dues 1,200 1,200 ‐ ‐ 0.00% ‐ 0.00% 607110 Travel/Conference/Meetings 500 500 ‐ ‐ 0.00% ‐ 0.00% 607115 Training 1,000 1,000 ‐ 35 3.50% ‐ 100.00% 608115 Inspection Services 280,250 393,725 ‐ 137,873 35.02% 14,700 837.91% 608120 Plan Checking Services 110,000 110,000 ‐ 74,891 68.08% ‐ 100.00% 608130 Temporary Help ‐ ‐ ‐ ‐ 0.00% 85,528 ‐100.00% 608135 Microfilming 4,000 ‐ ‐ ‐ 0.00% ‐ 0.00%611116 Payment to Other Agencies 2,250 2,250 ‐ 1,229 54.62% 727 69.05% 612105 Vehicle Replacement Charge 6,020 6,020 502 5,017 83.34% 9,258 ‐45.81% 4200 Building Regulation Total 602,190 597,190 6,218 278,380 46.61% 142,391 95.50% 4400 Economic Development
607100 Membership/Dues 2,000 2,000 ‐ 319 15.95% 570 ‐44.04% 607115 Training 2,500 2,500 ‐ ‐ 0.00% ‐ 0.00% 608100 Contractual Services 3,000 3,000 50 3,017 100.57% ‐ 100.00%609100 Special Events 5,000 5,000 ‐ ‐ 0.00% ‐ 0.00% 4400 Economic Development Total 12,500 12,500 50 3,336 26.69% 707 371.85% TOTAL COMMUNITY DEVELOPMENT $ 1,520,320 $ 1,722,335 $ 53,620 $ 776,964 45.11% 594,056 $ 30.79% * = Actual data is reported through April.

ATTACHMENT B

Page 20 of 24 ends

Acct. No. Description % of Budget
101 General Fund5000 Public Information Office
501110 Salaries‐Regular $ 87,480 $ 87,480 $ 7,870 $ 70,160 80.20% $ 62,588 12.10% 502100 Retirement Charges 15,800 15,800 1,400 13,200 83.54% 15,472 ‐14.68% 502105 Workers Comp Insurance 1,340 1,340 131 1,172 87.46% 1,152 1.74% 502110 Health/Life Insurance 3,455 3,455 263 2,791 80.78% 2,559 9.07% 502111 Medical In‐Lieu Pay 4,200 4,200 350 3,325 79.17% 3,325 0.00% 502115 Unemployment Insurance 280 280 ‐ 157 56.07% 289 ‐45.67% 502120 Medicare/FICA 1,315 1,315 119 1,066 81.06% 956 11.51% 502130 Other Benefit Charges 20 20 (74) (110) ‐550.00% 551 ‐119.96% 602113 Social Media 2,500 2,500 509 1,613 64.52% 2,735 ‐41.02% 607100 Membership/Dues 250 250 ‐ 275 110.00% ‐ 100.00%608105 Professional Services ‐ 80,200 8,000 57,450 71.63% ‐ 100.00%5000 Public Information Office 116,640 196,840 18,568 151,099 76.76% 89,627 68.59% 5100 Community Services Administration
501110 Salaries‐Regular 352,685 352,685 25,612 265,193 75.19% 237,001 11.90% 501120 Salaries‐Part Time 23,185 23,185 ‐ 16,891 72.85% 2,360 615.72% 502100 Retirement 68,035 68,035 5,760 59,725 87.79% 64,914 ‐7.99% 502105 Workers Comp Insurance 5,405 5,405 428 4,711 87.16% 4,436 6.20% 502110 Health/Life Insurance 31,020 31,020 2,928 25,933 83.60% 22,317 16.20% 502111 Medical In‐Lieu Pay 6,600 6,600 500 5,165 78.26% 4,563 13.19% 502115 Unemployment Insurance 840 840 ‐ 471 56.07% 413 14.04% 502120 Medicare/FICA 5,135 5,135 371 4,064 79.14% 3,403 19.42% 502130 Other Benefit Charges 190 325 23 254 78.15% 2,088 ‐87.84%602100 Special Dept Expense 15,600 20,400 2,555 8,747 42.88% 9,709 ‐9.91% 602110 Office Expense 3,185 3,485 65 2,247 64.48% 2,541 ‐11.57% 602115 Postage 600 600 ‐ 243 40.50% 489 ‐50.31% 607100 Membership/Dues 550 870 ‐ 870 100.00% 55 1481.82% Community Service ‐ Bobadilla
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2022/23
Actual*
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
* = Actual data is reported April.

ATTACHMENT B

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Acct. No. Description % of Budget
Community Service ‐ Bobadilla
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2022/23
Actual*
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
5100 Community Services Administration, Continued
607115 Training 6,135 3,888 1,539 2,753 70.81% 4,043 31.91% 603110 Building Maintenance 11,450 9,530 450 6,075 63.75% 6,850 ‐11.31% 609100 Special Events 71,600 85,850 4,140 49,742 57.94% 15,796 214.90% 612105 Vehicle Replacement Charge 14,025 14,025 1,169 11,688 83.34% 10,788 8.34% 612115 Liability Insurance Charge 44,160 51,545 4,365 48,525 94.14% 67,432 ‐28.04% 5100 Community Services Administration Total 660,400 683,423 49,905 513,297 75.11% 459,198 11.78% 5200 Community Center Operations
501110 Salaries‐Regular 39,300 69,610 4,974 41,548 59.69% 23,005 80.60% 501115 Salaries‐Overtime ‐ 150 ‐ 135 90.00% ‐ 100.00% 501120 Salaries‐Part Time 61,140 37,350 1,804 18,138 48.56% 34,389 ‐47.26% 502100 Retirement 15,240 14,960 1,207 9,113 60.92% 8,564 6.41% 502105 Workers Comp Insurance 1,555 1,725 113 997 57.80% 1,056 ‐5.59% 502110 Health/Life Insurance 6,010 11,225 1,017 8,509 75.80% 3,596 136.62% 502111 Medical In‐Lieu Pay 930 1,155 92 923 79.91% 2,042 ‐54.80% 502115 Unemployment Insurance 460 450 ‐ 311 69.11% 261 19.16% 502120 Medicare/FICA 1,430 1,580 97 870 55.06% 861 1.05%502130 Other Benefit Charges 140 90 6 54 60.00% 220 ‐75.45% 602100 Special Dept Expense 4,000 5,000 453 2,795 55.90% 1,849 51.16% 602110 Office Expense 1,000 1,000 127 639 63.90% 652 ‐1.99% 603110 Building Maintenance 3,400 2,400 150 1,411 58.79% 2,254 ‐37.40% 608105 Professional Services ‐ 155,830 8,379 34,224 21.96% ‐ 100.00% 612105 Vehicle Replacement Charge ‐ ‐ ‐ ‐ 0.00% 329 ‐100.00% 5200 Community Center Operations 134,605 302,525 18,419 119,667 39.56% 79,078 51.33% 5300 Park Operations501110 Salaries‐Regular 81,625 81,625 785 71,318 87.37% 63,206 12.83% 501115 Salaries‐Overtime ‐ 2,500 ‐ 2,135 85.40% 1,223 74.57% 501120 Salaries‐Part Time 225,650 225,650 13,387 167,289 74.14% 104,025 60.82% * = Actual data is reported April.

ATTACHMENT B

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Acct. No. Description % of Budget
Community Service ‐ Bobadilla
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
FY 2022/23
Actual*
FY 2023/24
Adopted
Budget
FY 2023/24
% Change
From Prior
Year
5300 Park Operations , Continued
502100 Retirement 14,300 14,300 149 12,387 86.62% 15,418 ‐19.66% 502105 Workers Comp Insurance 4,685 4,685 237 3,985 85.06% 3,077 29.51% 502110 Health/Life Insurance 13,010 13,010 184 7,976 61.31% 8,106 ‐1.60% 502111 Medical In‐Lieu Pay 5,300 5,300 369 4,043 76.28% 2,220 82.12% 502115 Unemployment Insurance 2,685 2,685 136 1,308 48.72% 1,002 30.54% 502120 Medicare/FICA 4,445 4,445 211 3,549 79.84% 2,474 43.45% 502130 Other Benefit Charges 1,665 975 13 215 22.05% 608 ‐64.64% 602100 Special Dept Expense 4,000 4,000 54 2,208 55.20% 2,279 ‐3.12% 602110 Office Expense 3,000 3,000 110 663 22.10% 612 8.33%5300 Park Operations 360,365 362,175 15,635 277,076 76.50% 204,250 35.66%5400 Senior Citizens Programs 501110 Salaries‐Regular 19,650 ‐ ‐ ‐ 0.00% 13,765 ‐100.00% 501120 Salaries‐Part Time 46,455 46,455 3,634 41,606 89.56% 37,806 10.05% 502100 Retirement 3,575 2,130 ‐ ‐ 0.00% 3,403 ‐100.00% 502105 Workers Comp Insurance 985 985 61 695 70.56% 949 ‐26.77% 502110 Health/Life Insurance 3,130 3,130 ‐ ‐ 0.00% 2,083 ‐100.00% 502111 Medical In‐Lieu Pay 960 960 92 969 100.94% 1,159 ‐16.39% 502115 Unemployment Insurance 415 415 23 243 58.55% 402 ‐39.55% 502120 Medicare/FICA 920 920 54 617 67.07% 764 ‐19.24%
502130 Other Benefit Charges 245 245 3 37 15.10% 140 ‐73.57% 609200 Senior Citizen Program 1,200 1,700 (38) 224 13.18% 932 ‐75.97% 5400 Senior Citizens Programs 77,535 56,940 3,829 44,391 77.96% 61,403 ‐27.71% 5500 Recreation Programs602110 Office Expense 1,200 2,700 ‐ 295 10.93% ‐ 100.00% 602115 Postage 10,030 11,745 3,959 11,745 100.00% 10,334 13.65% 602150 Recreation Brochure Mailing 30,600 31,132 3,360 23,767 76.34% 29,578 ‐19.65% 608150 Contractual Recreation Program 63,400 64,250 3,965 47,774 74.36% 19,009 151.32%5500 Recreation Programs 105,230 109,827 11,284 83,581 76.10% 58,921 41.85% 101 TOTAL COMMUNITY SERVICES $ 1,454,775 $ 1,711,730 $ 117,640 $ 1,189,111 69.47% $ 952,477 24.84% * = Actual data is reported April.

ATTACHMENT B

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Acct. No.

Description
% of Budget
101 General Fund1600 Non‐Departmental800250 Transfer to FACT Grant 46,865 $ $ 75,020 $ 2,013 $ 21,521 28.69% $ 34,890 ‐38.32% 800251 Transfer to Senior Transportation Fund 9,420 ‐ 1,420 69 4.86% 6,456 ‐98.93% 800280 Transfer to SCP Maintenance Fund 64,775 64,775 5,398 53,979 83.33% 49,333 9.42% 800305 Transfer to Capital Projects Fund 660,000 1,484,916 (1,954) 175,161 11.80% ‐ 100.00% 101 GENERAL FUND TOTAL $ 781,060 $ 1,626,131 $ 5,457 $ 250,730 15.42% $ 90,679 176.50% TOTAL TRANSFERS OUT $ 781,060 $ 1,626,131 $ 5,457 $ 250,730 15.42% $ 90,679 176.50% Transfers to Other Funds‐Bannigan
April 2024 General Fund Expenditures (83% of year)
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *
% Change
From Prior
Year
FY 2022/23
Actual*
FY 2023/24
Adopted
Budget
FY 2023/24
* = Actual data is reported through April.

ATTACHMENT B

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Fiscal Year Projected
2023/24 Ending
Balance Increase Balance
7/1/2023 (A) (Decrease) Adjustments 6/30/2024

GENERAL FUNDS
General Fund (#101)
Unassigned $ 12,890,227 $ 3,557,932 $ - $ 16,448,159
Reserve - Continuing Appropriations (Carryovers) 1,328,850 (1,328,850) - - Reserve - Prepaid Items 150,708 (150,708) - -
Reserve - Economic Uncertainty (1) 6,100,000 - - 6,100,000 Reserve - Emergency Disaster Continuity (1) 3,000,000 - - 3,000,000 Reserve - Capital Improvement (1) 5,000,000 - - 5,000,000 Reserve -Equipment and Maintenance (1) 150,000 - - 150,000 Reserve -Technology Equipment (1) 150,000 - - 150,000
Committed by Developer Agreements for Public Benefit/Public Facilities (2) 1,507,796 330,650 - 1,838,446 Committed by Developer Agreements for Beautification Projects (2) 190,000 50,000 - 240,000 Committed by Developer Agreements for Neighborhood Preservation (2) 108,000 6,000 - 114,000 Assigned for Special Projects (3) 4,975,672 (2,213,580) - 2,762,092 Total General Fund 35,551,253 251,444 - 35,802,697
Transaction & Use Tax Fund (#102)
Unassigned 868,256 (868,256) - -
Total Transaction & Use Tax Fund 868,256 (868,256) - -
TOTAL $ 36,419,509 $ (616,812) $ - $ 35,802,697
Notes:
(A) - Per City's audited financial statements as of June 30, 2023. (1) - Per City Council Reserve Policy adopted annually. (3) - Assigned by City Council on June 13, 2023.
(2) - Pursuant to approved developer agreements, this amount represents public benefit fees the City received that should be used for the following projects relating to: public facilities, neighborhood preservation, and city beautification/enhancement.

City of Stanton

DISCRETIONARY FUND BALANCE

GENERAL FUND

ATTACHMENT C
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Account
No. Description
FY 2023/24
Adopted
Budget
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *% of Budget
FY 2022/23
Actual *
% Change
From Prior
Year

REVENUES
435100 Interest $ 25,000 $ 275,000 $ ‐ $ 292,202 106.26% 171,595 $ 70.29% 435110 Unrealized Gains/Losses ‐                 ‐ 670 136,858 0.00% 81,599 67.72% 436140 Tina Way/Pacific Ave. Property Rent 620,000 650,000 50,003 526,520 81.00% 559,315 ‐5.86% TOTAL REVENUES $ 645,000 $ 925,000 $ 50,673 $ 955,580 103.31% 812,509 $ 17.61% EXPENDITURES AND OTHER USESSalaries and Benefits
501110 Salaries‐Regular 142,795 143,680 10,895 104,583 72.79% 106,907 ‐2.17% 501115 Salaries‐Overtime ‐ ‐ ‐ ‐ 0.00% ‐ 40 100.00%501120 Salaries‐Part‐Time 2,435 2,435 184 1,866 76.63% 1,652 12.95% 502100 Retirement 25,990 25,990 2,216 21,967 84.52%                ‐ 28,504 22.93% 502105 Workers' Compensation 2,160 2,160 185 1,778 82.31%                  ‐ 1,997 10.97% 502110 Health/Life Insurance 14,425 14,210 1,417 12,270 86.35% 10,888 12.69% 502111 Medical in Lieu 470 645 38 236 36.59% ‐ 338 30.18% 502115 Unemployment Insurance 250 250 2 151 60.40% ‐ 248 39.11%502120 Medicare/FICA 1,965 1,980 149 1,421 71.77%                  ‐ 1,448 1.86%502130 Other Benefits 30 70 10 96 137.14% ‐ 942 89.81% Total‐Salaries and Benefits 190,520 191,420 15,096 144,368 75.42% 152,964 ‐5.62% Maintenance and Operations
602100 Special Dept Expense 500 500 158 331 66.20% 200 65.50% 602115 Postage 500 100 ‐ 28 28.00% ‐ 51 45.10%
602130 Clothing 2,500 2,500 ‐ 945 37.80%                  ‐ 2,937 67.82% 602140 Materials and Supplies 2,500 2,500 97 2,176 87.04% 1,502 44.87%604105 Utilities 60,000 60,000 4,119 43,475 72.46% 41,912 3.73% 607100 Membership Dues 4,800 4,800 ‐ ‐ 0.00% ‐ 0.00% 607110 Travel/Conference/Meetings 1,000 1,000 ‐ ‐ 0.00% ‐ 0.00% 607115 Training 2,500 2,500 ‐ ‐ 0.00% ‐ 0.00%
608100 Contractual Services 23,000 16,260 1,124 13,922 85.62%                ‐ 16,162 13.86% 608105 Professional Services 328,875 477,565 47,931 310,826 65.09% 164,520 88.93%610130 Tina Pacific Operating Expense (QMG) 243,825 206,475 18,197 144,384 69.93% 205,170 ‐29.63% HOUSING AUTHORITY FUND (#285)
April 2024 Revenues and Expenditures (83% of year)
FY 2023/24

ATTACHMENT D

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Account
No. Description
FY 2023/24
Adopted
Budget
FY 2023/24
Amended
Budget
Activity
During April
Year to Date
Actual *% of Budget
FY 2022/23
Actual *
% Change
From Prior
Year
HOUSING AUTHORITY FUND (#285)
April 2024 Revenues and Expenditures (83% of year)
FY 2023/24
Maintenance and Operations , Continued
610131 Bad Debt Expense (QMG) 40,000 75,505 7,220 64,725 85.72% 29,163 121.94% 610135 Relocation Assistance 40,000 4,283,000 14,977 336,089 7.85% 17,008 1876.06% 610230 Navigation Center (North SPA) 95,000 95,000 ‐                  56,338 59.30% ‐                   100.00% 611110 O.C. Sanitation User Fee 24,000 24,295 ‐                  24,292 99.99% 19,484 24.68% Total‐Maintenance and Operations 869,000 5,252,000 93,823 997,531 18.99% 498,109 100.26% Allocated Charges
612105 Vehicle Replacement Charge 12,305 12,305 1,025 10,254 83.33% 4,838 111.95% 612115 Liability Insurance Charge 8,690 10,145 861 9,551 94.14% 6,540 46.04% 612140 Information Technology Charge 19,215 19,215 1,601 16,013 83.34% 15,179 5.49% 614205 Admin Overhead 20,980 20,980 2,219 19,165 91.35%                ‐ 20,516 6.59% Total‐Allocated Charges 61,190 62,645 5,706 54,983 87.77% 47,073 16.80% Capital Outlay
702100 Office Furniture ‐                 ‐                     ‐                  ‐                    0.00%                     ‐ 218 100.00% 760100 Demolition/Condemnation 100,000 ‐                     ‐                  ‐                    0.00%                ‐ 93,800 100.00% 790100 Land Acquisition ‐                 ‐                     ‐                  ‐                    0.00% 2,500,000 ‐100.00% Total‐Capital Outlay 100,000 ‐                     ‐                  ‐                    0.00% 2,594,018 ‐100.00% TOTAL EXPENDITURES $ 1,220,710 $ 5,506,065 $ 114,625 $ 1,196,882 21.74% 3,292,164 $ ‐63.64% REVENUES OVER (UNDER) EXPENDITURES $ (575,710) $ (4,581,065) $ (63,952) $ (241,302) $ (2,479,655) * = Actual data is reported through April.

ATTACHMENT D

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2 Housing Authority Fund (Fund 285) - Fund Balance Status Available Fund Balance as of June 30, 2023 $ 9,838,500
Estimated increase (decrease) of fund balance
during Fiscal Year 2023-24 (4,541,065)
Projected Available Fund Balance as of June 30, 2024 $ 5,297,435

ATTACHMENT E
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Task Code Description
Adopted
Budget
2023/24
FY 2022/23
Budget
Carryover
Other Budget
Adjustments
Amended
Budget 2023/24
YTD
Actual
2023/24 Encumbrances
% Spent
(Includes
Encumbrances)
Remaining
Budget
Street Projects
2022‐102 Citywide Street Sign Replacement ‐ $ $ ‐ 149,490 $ $ ‐ 149,490 $ $ 15,300 10.2% 134,190 $ 2023‐101 Citywide Street Rehabilitation (FY 2022/23) ‐ 2,013,050 ‐ 2,013,050 17,869 1,313,855 66.2% 681,3262023‐103 Catch Basin Connector Pipe Screen
Installations (FY 2022/23) ‐ 69,935 7,000 76,935 43,690 31,160 97.3% 2,085 2024‐101 Citywide Street Rehabilitation (FY 2023/24) 1,690,000 ‐ ‐ 1,690,000 67,555 77,416 8.6% 1,545,029 2024‐102 Cerritos Avenue Resurfacing 930,000 ‐ 30,000 960,000 864,892 89,265 99.4% 5,843 Total Street Projects $ 2,620,000 $ 2,232,475 $ 37,000 $ 4,889,475 $ 994,006 $ 1,526,996 51.6% 2,368,473 $ Parks Projects
2021‐201 Park Master Plan $ ‐ $ 8,306 $ ‐ $ 8,306 $ (1,954) $ ‐ 0.0% $ 10,260 2022‐201 Family Resource Center Improvements (Phase 1) ‐ 196,639 3,005 199,644 127,362 ‐ 63.8% 72,282 2022‐204 Norm Ross Sports Park 2,000,000 7,566,660 ‐ 9,566,660 211,640 375,200 6.1% 8,979,820 2022‐205 Replace Shade Structure at Stanton Central Park ‐ 58,360 58,360 735 47,245 82.2% 10,380 2022‐206 Premier Park Renovation 840,000 764,875 ‐ 1,604,875 11,157 1,378,433 86.6% 215,285 2022‐820 Stanton Park Adult Fitness Equipment 90,000 84,090 ‐ 174,090 77,940 7,950 49.3% 88,200 2022‐833 Stanton Park Refresh ‐ 410,000 ‐ 410,000 ‐ ‐ 0.0% 410,000 2023‐201 Family Resource Center Improvements (Phase 2) 150,000 203,055 10,004 363,059 108,890 6,002 31.6% 248,168 2024‐601 Stanton Central Park Lighting Project 76,000 ‐ ‐ 76,000 ‐ ‐ 0.0% 76,000 Total Parks Projects $ 3,156,000 $ 9,291,985 $ 13,009 $ 12,460,994 $ 535,770 $ 1,814,830 18.9% 10,110,395 $ Sewer
2022‐301 Sewer Master Plan Update $ ‐ $ 488,200 $ ‐ $ 488,200 $ 117,052 $ 367,674 99.3% $ 3,474 2024‐301 Annual Sewer Rehabilitation (FY 2023/24) 550,000 ‐ ‐ 550,000 ‐ ‐ 0.0% 550,000 Total Sewer $ 550,000 $ 488,200 $ ‐ $ 1,038,200 $ 117,052 $ 367,674 46.7% $ 553,474 Facilities
2022‐834 City Fire Alarm Upgrade Project $ ‐ $ 173,015 $ ‐ $ 173,015 $ 69,957 $ 102,932 99.9% $ 126 2022‐839 ADA Transition Plan ‐ 33,595 ‐ 33,595 18,570 14,325 97.9% 700 2023‐603 Stanton Community Center Improvements ‐ 500,000 ‐ 500,000 136,506 140,478 55.4% 223,016 Total Facilities $ ‐ $ 706,610 $ ‐ $ 706,610 $ 225,033 $ 257,735 68.3% $ 223,842 Storm Drain
2024‐801 Storm Drain Master Plan $ 600,000 $ ‐ $ ‐ $ 600,000 $ 40,359 $ 553,498 99.0% $ 6,143 2024‐802 Stanford Avenue Storm Drain Repair 60,000 ‐ ‐ 60,000 48,229 4,786 0.0% 6,985 Total Storm Drain $ 660,000 $ ‐ $ ‐ $ 660,000 $ 88,588 $ 558,284 98.0% $ 13,128 GRAND TOTAL $ 6,986,000 $ 12,719,270 $ 50,009 $ 19,755,279 $ 1,960,449 $ 4,525,519 32.8% 13,269,312 $

CITY OF STANTON
FY 2023/24

STATUS OF CAPITAL IMPROVEMENT PROJECTS (CIP)
JULY 1, 2023 THROUGH APRIL 30, 2024

ATTACHMENT F

Page 1 of 2 ends

CITY OF STANTON
FY 2023/24

STATUS OF CAPITAL IMPROVEMENT PROJECTS (CIP)
JULY 1, 2023 THROUGH APRIL 30, 2024
Funding Source
101 General Fund Assigned Fund Balance $ 660,000 $ ‐ 824,916 $ $ 1,484,916 $ 175,160 $ 675,541 57.3% 634,215 $ 211 Gas Tax Fund 638,710 286,240 207,000 1,131,950 11,560 302,789 27.8% 817,601 215 RMRA Fund 956,695 983,465 15,000 1,955,160 32,869 965,596 51.1% 956,695 220 Measure M Turnback Fund 824,595 906,770 15,000 1,746,365 917,447 234,741 66.0% 594,177 221 CDBG‐CV Grant Fund ‐ ‐ 500,000 500,000 136,506 140,478 55.4% 223,016 227 Other Grants Fund 276,000 8,027,691 (189,996) 8,113,695 352,140 607,048 11.8% 7,154,508305 Capital Projects Fund (Reserves) ‐ 89,360 3,005 92,365 31,735 47,245 85.5% 13,385 310 Park In‐Lieu Fund 3,080,000 612,628 ‐ 3,692,628 185,980 1,184,407 37.1% 2,322,241 501 Sewer Maintenance Fund 440,155 488,200 109,845 1,038,200 117,052 367,674 46.7% 553,474502 Sewer Capital Improvement Fund 109,845 ‐ (109,845) ‐ ‐ ‐ 0.0% ‐ GRAND TOTAL $ 6,986,000 $ 12,719,270 $ 50,009 $ 19,755,279 $ 1,960,449 $ 4,525,519 32.8% 13,269,312 $

ATTACHMENT F

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2 1

CITY OF STANTON

REPORT TO CITY COUNCIL
TO: Honorable Mayor and Members of the City Council
DATE: June 11, 2024
SUBJECT: APPLICATION FOR FUNDS FOR THE ENVIRONMENTAL CLEANUP, TIER 1 GRANT PROGRAM AND APPROPRIATION OF FUNDS
REPORT IN BRIEF:

The Orange County Transportation Authority (OCTA) has issued a call for projects for the Environmental Cleanup Program (ECP), Tier 1 Grant. The City is requesting approximately $20,240 in funds from OCTA to purchase and replace the grate at the storm channel on Western Avenue at 10660 Western Avenue to keep trash from reaching local waterways and mitigate flooding on Western Avenue. If the grant is awarded, the City is required to provide a 20% match of $5,060, for a total project cost of $25,300. Staff is recommending the City Council authorize staff to appropriate $5,060 from the City’s Capital Projects Fund (#305) if the grant is awarded.

RECOMMENDED ACTION:

2. Adopt Resolution No. 2024-23 authorizing the application of funds for the Environmental Cleanup, Tier 1 Grant Program, entitled:
“A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON

AUTHORIZING AN APPLICATION FOR FUNDS FOR THE
ENVIRONMENTAL CLEANUP, TIER 1 GRANT PROGRAM UNDER
ORANGE COUNTY LOCAL TRANSPORTATION ORDINANCE NO. 3
FOR THE ENVIRONMENTAL CLEANUP PROGRAM PROJECT”; and

3. Authorize the Public Works Director to sign the 2024 Tier 1 Call for Projects Application for Funding; and

4. Authorize staff to appropriate $5,060 from the available fund balance in the Capital Projects Fund (#305) to fund the required 20% matching requirement if the grant is awarded.

Item: 9G
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2 BACKGROUND:

On February 12, 2024, OCTA’s Board of Directors authorized the 2024 call for projects for the Measure M2 Comprehensive Transportation Funding Program’s Environmental Cleanup Program (ECP) Tier 1 Grant Program, also referred to as Project X. The M2 ECP Tier 1 is designed to mitigate the more visible forms of pollutants, such as litter and debris that collects on the roadways and in the catch basins prior to being deposited in waterways and the ocean.

ANALYSIS/JUSTIFICATION:

Staff has identified that the existing grate at the storm channel on Western Avenue at 10660 Western Avenue is not efficient in capturing trash and debris and allowing water to flow through the channel. Flooding occurs on Western Avenue during rain events because water is unable to flow into the channel as the trash and debris clog the grate.

If awarded funding, the storm channel inlet will be retrofitted with a new grate made by G2 Construction, Inc. that will serve to capture trash and debris and prevent them from flowing into local waterways, improving water flow into the storm channel and mitigating flooding on Western Avenue.

FISCAL IMPACT:

If the City is successful with the grant application, the City will receive approximately $20,240 in Tier 1 Grant Program Funds. Staff recommends the 20% match requirement for this grant of $5,060 is appropriated from the Capital Projects Fund (#305), which has an available fund balance of approximately $116,000.

ENVIRONMENTAL IMPACT:

This project will be categorically exempt under the California Environmental Quality Act Section 15301, Class 1 (c) as minor alterations of existing facilities.

LEGAL REVIEW:

None.

PUBLIC NOTIFICATION:

Notifications and advertisement were performed as prescribed by law.

STRATEGIC PLAN OBJECTIVE:

Obj. No. 3: Provide a high-quality infrastructure.
3 Prepared by: Han Sol Yoo, Associate Engineer
Reviewed by: Cesar Rangel P.E., Director of Public Works/City Engineer Fiscal Impact Reviewed by: Michelle Bannigan, Finance Director Approved by: Hannah Shin-Heydorn, City Manager
Attachment:

A. Resolution No. 2024-23
RESOLUTION NO. 2024-23

Page 1 of 3 ends

RESOLUTION NO. 2024-23

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF STANTON AUTHORIZING AN APPLICATION FOR FUNDS FOR THE ENVIRONMENTAL CLEANUP, TIER 1

GRANT PROGRAM UNDER ORANGE COUNTY LOCAL TRANSPORTATION
ORDINANCE NO. 3 FOR THE ENVIRONMENTAL CLEANUP PROGRAM PROJECT WHEREAS, Orange County Local Transportation Ordinance No. 3, dated July 24, 2006, and is known and cited as the Renewed Measure M Transportation Ordinance and Investment Plan makes funds available through the Environmental Cleanup Program to help protect Orange County beaches and waterways from transportation generated pollution (urban runoff) and improve overall water quality; and WHEREAS, the Environmental Cleanup, Tier 1 Grant Program consists of funding purchases and installation to catch basins with Best Management Practices, such as screens, filters, inserts, and other "street-scale" low flow diversion projects; and WHEREAS, OCTA has established the procedures and criteria for reviewing proposals; and
WHEREAS, the City of Stanton possesses authority to nominate water quality improvement projects that have a transportation pollution nexus to finance and construct the proposed project; and
WHEREAS, by formal action the City Council of the City of Stanton authorizes the nomination of Environmental Cleanup Program Project, including all understanding and assurances contained therein, and authorizes the person identified as the official representative of the City of Stanton to act in connection with the nomination and to provide such additional information as may be required; and WHEREAS, the City of Stanton will maintain and operate the equipment acquired and installed; and
WHEREAS, the City of Stanton will give OCTA's representatives access to and the right to examine all records, books, papers or documents related to the funded Tier 1 Grant Project; and
WHEREAS, the City of Stanton will cause work on the project to be commenced within a reasonable time after receipt of notification from OCTA and that the project will be carried to completion with reasonable diligence; and
WHEREAS, the City of Stanton will comply where applicable with provisions of the California Environmental Quality Act, the National Environmental Policy Act, the American with Disabilities Act, and any other federal, state, and/or local laws, rules and/or regulations; and
Attachment: A
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RESOLUTION NO. 2024-23

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WHEREAS, the City of Stanton must include all projects funded by Net Revenues in the seven-year Capital Improvement Program as part of the Renewed Measure M Ordinance eligibility requirement; and
WHEREAS, the City of Stanton authorizes a formal amendment to the seven-year Capital Improvement Program to add projects approved for funding upon approval from the Orange County Transportation Authority Board of Directors; and WHEREAS, the City of Stanton will provide a minimum of 20% in matching funds for the Western Storm Channel Grate Replacement Project as required by the Orange County Comprehensive Transportation Funding Programs Guidelines.

NOW, THEREFORE, BE IT RESOLVED that the City of Stanton hereby authorizes Cesar Rangel, Public Works Director, as the official representative of the City of Stanton to accept funds for the Environmental Cleanup, Tier 1 Grant Program for Western Storm Channel Grate Replacement Project.

BE IT FURTHER RESOLVED that the City of Stanton agrees to fund its share of the project costs (20% of the total project cost) and any additional costs over the identified programmed amount.

ADOPTED, SIGNED AND APPROVED this 11th day of June, 2024.

DAVID J. SHAWVER, MAYOR
APPROVED AS TO FORM:

HONGDAO NGUYEN, CITY ATTORNEY
RESOLUTION NO. 2024-23

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ATTEST:

I, Patricia A. Vazquez, City Clerk of the City of Stanton, California DO HEREBY CERTIFY that the foregoing Resolution, being Resolution No. 2024-23 has been duly signed by the Mayor and attested by the City Clerk, all at a regular meeting of the Stanton City Council, held on June 11, 2024, and that the same was adopted, signed and approved by the following vote to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

PATRICIA A. VAZQUEZ, CITY CLERK
1 CITY OF STANTON

REPORT TO CITY COUNCIL
TO: Honorable Mayor and Members of the City Council
DATE: June 11, 2024
SUBJECT: AWARD A PROFESSIONAL SERVICES AGREEMENT TO BRIGHTVIEW LANDSCAPE SERVICES, INC. FOR CITYWIDE LANDSCAPING

MAINTENANCE SERVICES
REPORT IN BRIEF:

As the current contract is set to expire on June 30, 2024, City staff released a “Request for Proposal” (RFP) soliciting proposals to provide landscape maintenance services citywide. Staff recommends awarding a three-year contract to West Coast Arborist, Inc. in an amount not-to-exceed $1,245,000 or $415,000 annually.

RECOMMENDED ACTIONS:

1. City Council declare this project to be categorically exempt under the California Environmental Quality Act (CEQA), Class 1, Section 15301(h) as maintenance of existing landscaping; and

3. Authorize the City Manager to bind the City of Stanton and BrightView Landscape Services, Inc. in a contract to provide the services.

BACKGROUND:

The City is responsible for maintaining landscaping at City facilities, parks, streets, and medians. Routine maintenance is necessary for promoting public safety, enhancing aesthetic appeal of public spaces, and preventing pest and weed infestations. General items of work include mowing, aeration, mulching, turf maintenance, minor tree maintenance, watering, and irrigation system repairs/inspections. Additionally, this contract allows staff to respond promptly to emergencies that may arise.

Item: 9H
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2 ANALYSIS/JUSTIFICATION:

An RFP was issued on March 28, 2024 with a proposal due date of April 25, 2024 and six proposals were received.

An internal City review committee consisting of the Public Works Director, Senior Public Works Inspector and Public Works Manager evaluated the proposals. Based on a total possible score of 100 points, the committee established their scoring and ranking on criteria that included past performance record, approach to work, and cost control. The contractors were ranked as follows:

Rank Contractor Amount
1 BrightView Landscape Services, Inc. $392,328.00**
2 Merchants Landscape Services, Inc. $414,406.00
3 Mariposa Landscapes, Inc. $458,688.12
4 Venco Western, Inc.* $549,340.00
5 DMS Facility Services* $280,176.00
6 Priority Landscape Services, LLC* $981.418.26
*The fee proposal had clerical error(s) regarding their line items, and so their total Fee Proposal amount is based on the Contractor’s submitted unit pricing.
**The fee proposal amount was negotiated and reduced by 1.6%.

Per the City’s Purchasing and Contracting Guidelines, proposals must be evaluated using the Qualification-Based Selection process in accordance with Public Law 92-582, which requires that the selection of professional services be based on demonstrated competence and the professional qualifications necessary for the satisfactory performance of the services at a fair and reasonable price.

Based on the results of the RFP process, BrightView Landscape Services, Inc. demonstrates competence through their proposal and is qualified to provide professional landscape maintenance services. BrightView Landscape Services, Inc. has successfully provided similar services to other cities such as Lake Forst, La Mirada, and Costa Mesa.

Staff recommends entering into a three (3) year professional services agreement with two (2) optional one-year extensions with BrightView Landscape Services, Inc. in an amount not-to-exceed $1,245,000 or $415,000 annually. To address unanticipated maintenance needs, a contingency has been included in the contract, which will only be used as needed.

FISCAL IMPACT:

The Fiscal Year 2024/25 Proposed Operating Budget includes sufficient funding for this contract.
3 ENVIRONMENTAL IMPACT:

The action requested in this report is categorically exempt under the California Environmental Quality Act, Class 1, Section 15301(h) as maintenance of existing landscaping.

LEGAL REVIEW:

None.

STRATEGIC PLAN OBJECTIVE:

Obj. No. 3: Provide a quality infrastructure.

PUBLIC NOTIFICATION:

Notifications were performed through the normal agenda process.

Prepared by: Han Sol Yoo, Associate Engineer
Reviewed by: Cesar Rangel P.E., Director of Public Works/City Engineer Fiscal Impact Reviewed by: Michelle Bannigan, Finance Director Approved by: Hannah Shin-Heydorn, City Manager
ATTACHMENTS:

A. Professional Services Agreement
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CITY OF STANTON

PROFESSIONAL SERVICES AGREEMENT
FOR

CITYWIDE LANDSCAPING MAINTENANCE SERVICES

1. PARTIES AND DATE.

This Agreement is made and entered into this day of , 20___, by and between the City of Stanton, a municipal organization organized under the laws of the State of California with its principal place of business at 7800 Katella Avenue, Stanton, California 90680 (“City”) and BrightView Landscape Services, Inc., a Corporation, with its principal place of business at 1420 S. Allec Street, Anaheim, CA 92805 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of professional landscaping maintenance services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional landscape maintenance services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such services for the Citywide Landscaping Maintenance Services project (“Project”) as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional landscaping maintenance services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from July 1, 2024 to June 30, 2027, unless earlier terminated as provided herein. The City Manager shall have the unilateral option, at its sole discretion, to renew this Agreement annually for no more than two additional one-year terms. Consultant shall complete the Services within the term of this Agreement, and shall meet any other established schedules and deadlines.

Attachment: A
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3.2 Responsibilities of Consultant.

3.2.1 Independent Contractors, Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision.

Consultant will determine the means, methods and details of performing the Services subject to the requirements of this Agreement. City retains Consultant on an independent contractor basis and not as an employee. Consultant shall complete, execute, and submit to City a Request for Taxpayer Identification Number and Certification (IRS FormW-9) prior to commencement of any Services under this Agreement. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees of City and shall at all times be under Consultant’s exclusive direction and control. Neither City, nor any of its officials, officers, directors, employees or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law.

Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

3.2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement, and in accordance with the Schedule of Services set forth in Exhibit “B” attached hereto and incorporated herein by reference.

Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant’s conformance with the Schedule, City shall respond to Consultant’s submittals in a timely manner. Upon request of City, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

3.2.4 Substitution of Key Personnel. Consultant has represented to City that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. In the event that City and Consultant cannot agree as to the substitution of key personnel, City shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to the City, or who are determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the City. The key personnel for performance of this Agreement are as follows: Luis Arellano.

3.2.5 City’s Representative. The City hereby designates the City Manager, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all 55414.00000\32996936.2
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purposes under this Contract. The City Manager hereby designates the Public Works Director, or his or her designee, as the City’s contact for the implementation of the Services hereunder.

Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.6 Consultant’s Representative. Consultant hereby designates Luis Arellano, or his or her designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement.

The Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.7 Coordination of Services. Consultant agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants and other staff at all reasonable times.

3.2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its sub-consultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations , Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold City, its officials, directors, officers, employees, agents and volunteers free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations. 55414.00000\32996936.2
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3.2.10 Insurance.

3.2.10.1 Time for Compliance. Consultant shall not commence Work under this Agreement until it has provided evidence satisfactory to the City that it has secured all insurance required under this section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has provided evidence satisfactory to the City that the subconsultant has secured all insurance required under this section.

3.2.10.2 Types of Insurance Required. As a condition precedent to the effectiveness of this Agreement for work to be performed hereunder and without limiting the indemnity provisions of the Agreement, the Consultant in partial performance of its obligations under such Agreement, shall procure and maintain in full force and effect during the term of the Agreement, the following policies of insurance. If the existing policies do not meet the Insurance Requirements set forth herein, Consultant agrees to amend, supplement or endorse the policies to do so.
(a) Commercial General Liability: Commercial General Liability Insurance which affords coverage at least as broad as Insurance Services Office “occurrence” form CG 0001, with minimum limits of at least $1,000,000 per occurrence, and if written with an aggregate, the aggregate shall be double the per occurrence limit.

Defense costs shall be paid in addition to the limits.

The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) contain any other exclusion contrary to the Agreement.
(b) Automobile Liability Insurance: Automobile Liability Insurance with coverage at least as broad as Insurance Services Office Form CA 0001 covering “Any Auto” (Symbol 1) with minimum limits of $1,000,000 each accident.
(c) Professional Liability: Professional Liability insurance with minimum limits of $1,000,000. Covered professional services shall specifically include all work to be performed under the Agreement and delete any exclusions that may potentially affect the work to be performed (for example, any exclusions relating to lead, asbestos, pollution, testing, underground storage tanks, laboratory analysis, soil work, etc.).

If coverage is written on a claims-made basis, the retroactive date shall precede the effective date of the initial Agreement and continuous coverage will be maintained or an extended reporting period will be exercised for a period of at least three (3) years from termination or expiration of this Agreement.
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(d) Workers’ Compensation: Workers’ Compensation Insurance, as required by the State of California and Employer’s Liability Insurance with a limit of not less than $1,000,000 per accident for bodily injury and disease.

3.2.10.3 Endorsements. Required insurance policies shall not be in compliance if they include any limiting provision or endorsement that has not been submitted to the City for approval.
(a) The policy or policies of insurance required by Section 3.2.10.2 (a) Commercial General Liability shall be endorsed to provide the following:
(1) Additional Insured: The City, its officials, officers, employees, agents, and volunteers shall be additional
insureds with regard to liability and defense of suits or claims arising out of the performance of the Agreement.

Additional Insured Endorsements shall not (1) be restricted to “ongoing operations”; (2) exclude “contractual liability”; (3) restrict coverage to “sole” liability of Consultant; or (4) contain any other exclusions contrary to the Agreement. (2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
(b) The policy or policies of insurance required by Section 3.2.10.2 (b) Automobile Liability and (d) Professional Liability shall be endorsed to provide the following:
(1) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.
(c) The policy or policies of insurance required by Section 3.2.10.2 (e) Workers’ Compensation shall be endorsed to provide the
following:
(1) Waiver of Subrogation: A waiver of subrogation stating that the insurer waives all rights of subrogation against the indemnified parties.
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(2) Cancellation: Required insurance policies shall not be canceled or the coverage reduced until a thirty (30) day written notice of cancellation has been served upon the City except ten (10) days shall be allowed for non-payment of premium.

3.2.10.4 Primary and Non-Contributing Insurance. All insurance coverages shall be primary and any other insurance, deductible, or self-insurance maintained by the indemnified parties shall not contribute with this primary insurance. Policies shall contain or be endorsed to contain such provisions.

3.2.10.5 Waiver of Subrogation. Required insurance coverages shall not prohibit Consultant from waiving the right of subrogation prior to a loss. Consultant shall waive all subrogation rights against the indemnified parties. Policies shall contain or be endorsed to contain such provisions.

3.2.10.6 Deductible. Any deductible or self-insured retention must be approved in writing by the City and shall protect the indemnified parties in the same manner and to the same extent as they would have been protected had the policy or policies not contained a deductible or self-insured retention.

3.2.10.7 Evidence of Insurance. The Consultant, concurrently with the execution of the Agreement, and as a condition precedent to the effectiveness thereof, shall deliver either certified copies of the required policies, or original certificates and endorsements on forms approved by the City. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf. At least fifteen (15 days) prior to the expiration of any such policy, evidence of insurance showing that such insurance coverage has been renewed or extended shall be filed with the City. If such coverage is cancelled or reduced, Consultant shall, within ten (10) days after receipt of written notice of such cancellation or reduction of coverage, file with the City evidence of insurance showing that the required insurance has been reinstated or has been provided through another insurance company or companies.

3.2.10.8 Failure to Maintain Coverage. Consultant agrees to suspend and cease all operations hereunder during such period of time as the required insurance coverage is not in effect and evidence of insurance has not been furnished to the City. The City shall have the right to withhold any payment due Consultant until Consultant has fully complied with the insurance provisions of this Agreement.

In the event that the Consultant’s operations are suspended for failure to maintain required insurance coverage, the Consultant shall not be entitled to an extension of time for completion of the Services because of production lost during suspension.

3.2.10.9 Acceptability of Insurers. Each such policy shall be from a company or companies with a current A.M. Best’s rating of no less than A:VII and authorized to do business in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law. 55414.00000\32996936.2
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3.2.10.10 Insurance for Subconsultants. All Subconsultants shall be included as additional insureds under the Consultant’s policies, or the Consultant shall be responsible for causing Subconsultants to purchase the appropriate insurance in compliance with the terms of these Insurance Requirements, including adding the City as an Additional Insured to the Subconsultant’s policies.

3.2.11 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life saving equipment and procedures; (B) instructions in accident prevention for all employees and subconsultants, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.3 Fees and Payments.

3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed ONE MILLION TWO HUNDRED FORTY-FIVE THOUSAND DOLLARS ($1,245,000.00) (“Total Compensation”) for the entire term of the contract, and shall not exceed FOUR HUNDRED FIFTEEN THOUSAND DOLLARS ($415,000.00) annually without written approval of City’s Public Works Director, or his or her designee. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation.

Consultant shall submit to City a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant. The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. City shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.4 Extra Work. At any time during the term of this Agreement, City may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by City to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. 55414.00000\32996936.2
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Consultant shall not perform, nor be compensated for, Extra Work without written authorization from the City.

3.3.5 Prevailing Wages. Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. City shall provide Consultant with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Consultant shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request, and shall post copies at the Consultant’s principal place of business and at the project site. It is the intent of the parties to effectuate the requirements of sections 1771, 1774, 1775, 1776, 1777.5, 1813, and 1815 of the Labor Code within this Agreement, and Consultant shall therefore comply with such Labor Code sections to the fullest extent required by law. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees, agents and volunteers free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

3.4 Accounting Records.

3.4.1 Maintenance and Inspection. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.5 General Provisions.

3.5.1 Termination of Agreement.

3.5.1.1 Grounds for Termination. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to City, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.

3.5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the 55414.00000\32996936.2
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performance of Services under this Agreement. Consultant shall be required to provide such document and other information within fifteen (15) days of the request.

3.5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

3.5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant:

BrightView Landscape Services, Inc.
1420 S. Allec Street
Anaheim, CA 92805
Attn: Luis Arellano, Account Manager
City:

City of Stanton
7800 Katella Avenue
Stanton, CA 90680
Attn: Cesar Rangel, Public Works Director
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.5.3 Ownership of Materials and Confidentiality.

3.5.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

3.5.3.2 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written 55414.00000\32996936.2
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information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant.

Such materials shall not, without the prior written consent of City, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use City’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

3.5.3.3 Confidential Information. The City shall refrain from releasing Consultant’s proprietary information (“Proprietary Information”) unless the City’s legal counsel determines that the release of the Proprietary Information is required by the California Public Records Act or other applicable state or federal law, or order of a court of competent jurisdiction, in which case the City shall notify Consultant of its intention to release Proprietary Information.

Consultant shall have five (5) working days after receipt of the Release Notice to give City written notice of Consultant’s objection to the City’s release of Proprietary Information.

Consultant shall indemnify, defend and hold harmless the City, and its officers, directors, employees, and agents from and against all liability, loss, cost or expense (including attorney’s fees) arising out of a legal action brought to compel the release of Proprietary Information. City shall not release the Proprietary Information after receipt of the Objection Notice unless either:
(1) Consultant fails to fully indemnify, defend (with City’s choice of legal counsel), and hold City harmless from any legal action brought to compel such release; and/or (2) a final and nonappealable order by a court of competent jurisdiction requires that City release such information.

3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another, and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.5.5 Attorney’s Fees. If either party commences an action against the other party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.

3.5.6 Indemnification.

To the fullest extent permitted by law, Consultant shall defend (with counsel of City’s choosing), indemnify and hold the City, its officials, officers, employees, volunteers and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant's Services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorneys fees and other related costs and expenses. 55414.00000\32996936.2
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Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Consultant or the City, its officials, officers, employees, agents or volunteers.

If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

The obligation to indemnify, as provided herein, shall survive the termination or expiration of this Agreement.

3.5.7 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both parties.

3.5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County.

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

3.6 City’s Right to Employ Other Consultants. City reserves right to employ other consultants in connection with this Project.

3.7 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.8 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.9 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days. All references to Consultant include all personnel, employees, agents, and subconsultants of Consultant, except as otherwise specified in this Agreement. All references to City include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.
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3.10 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.11 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

3.12 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

3.13 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.14 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. 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.

3.15 Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subconsultant, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Consultant shall also comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.16 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Worker’s Compensation or to undertake selfinsurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

3.17 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.18 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
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3.19 Declaration of Political Contributions. Consultant shall, throughout the term of this Agreement, submit to City an annual statement in writing declaring any political contributions of money, in-kind services, or loan made to any member of the City Council within the previous twelve-month period by the Consultant and all of Consultant’s employees, including any employee(s) that Consultant intends to assign to perform the Services described in this Agreement.

3.20 Subcontracting.

3.20.1 Prior Approval Required. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
[Signatures on following page.]
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IN WITNESS WHEREOF, the parties have executed this Professional Services Agreement on this ____ day of __________, 202_.

CITY OF STANTON BRIGHTVIEW LANDSCAPE SERVICES,
INC.

By:

Hannah Shin-Heydorn
City Manager
By:_________________________________
Name:

Title:

ATTEST:

By:

Patricia Vazquez
City Clerk
By:

Name:

Title:

APPROVED AS TO FORM:

By:

Best Best & Krieger LLP
City Attorney
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A-1
EXHIBIT “A”

SCOPE OF SERVICES

1 Public Works & Engineering Department
7800 Katella Avenue
Stanton, CA 90680
(714) 379-9222 | StantonCA.gov
Approved for Advertising:
______________________
Public Works Director/City Engineer
[email protected]
(714) 890-4203
Issue Date: March 28, 2024
Mandatory Pre-Proposal Conference: April 11, 2024 at 10:00 a.m. at 8100 Pacific Ave, Stanton, CA 90680
Deadline for Questions: April 18, 2024 at 4:00 p.m.

Proposal Due Date: April 25, 2024 at 4:00 p.m.

Presentation / Interviews: TBD (as necessary)
2 SECTION I. GENERAL DESCRIPTION AND INTRODUCTION………………………………………………3 SECTION II. QUALIFICATIONS…………………………………………………………………………………………………………3 SECTION III. SCOPE OF SERVICES……………………………………………………………………………………………….. 4 SECTION IV. SUBMISSION REQUIREMENTS……………………………………………………………………………. 8 SECTION V. SELECTION CRITERIA……………………………………………………………………………………………….. 11 SECTION VI. SELECTION PROCESS………………………………………………………………………………………………11 SECTION VII. SUBMISSION DEADLINE………………………………………………………………………………………. 12 SECTION VIII. REQUESTS FOR ADDITIONAL INFORMATION…………………………………………… 13 SECTION IX. TAXES AND LICENSES……………………………………………………………………………………………...13 SECTION X. PAYMENT TO CONTRACTOR……………………………………………………………………………….. 13 SECTION XI. INSURANCE…………………………………………………………………………………………………………………. 14 SECTION XII. TERMINATION FOR CONVENIENCE OF THE CITY………………………………………15 SECTION XIII. INDEPENDENT CONTRACTOR…………………………………………………………………………. 15 SECTION XIV. CONTRACT………………………………………………………………………………………………………………… 15 SECTION XV. GENERAL CONDITIONS…………………………………………………………………………………………16 SECTION XV. PREVAILING WAGES…….…………………………………………………………………………………………16 EXHIBIT A: CONTRACT SCOPE OF SERVICES
EXHIBIT B: INTEGRATED PEST MANAGEMENT PLAN
EXHIBIT C: CITY LANDSCAPE AREA MAP
EXHIBIT D: BID SCHEDULE
EXHIBIT E: PROPOSAL ACKNOWLEDGEMENT FORM
EXHIBIT F: PROFESSIONAL SERVICES AGREEMENT
3 The City of Stanton (“City”) is requesting proposals from qualified contractors to provide professional landscape maintenance as detailed in the Scope of Services.

General items of work include mowing, aeration, mulching, turf maintenance, irrigation repair & timing, hand weeding, litter pickup, raking, plant maintenance, minor tree maintenance, and hand watering.

Proposals must conform to the requirements of this Request for Proposal (RFP) and proposals must be submitted in a sealed envelope to the Department of Public Works and Engineering no later than 4:00 pm on April 25, 2024. The contract is anticipated to be awarded at a June 2024 City Council meeting, with work to July 2024 City reserves the right to waive any irregularity in any proposal, or to reject any proposal that does not comply with this RFP. The City alone, using the criteria determined by the City, will select the qualified candidate.

A mandatory pre-proposal conference is scheduled for 10:00 a.m., Thursday, April 11, 2024 at the Stanton City Yard, 8100 Pacific Street, Stanton, CA 90680.

All prospective bidders must attend. At this time the City will respond to all questions and address clarifications relative to the RFP process.

The successful Contractor will be required to enter into an agreement with the City, which will include the requirements of this RFP, as well as other requirements to be specified at a later date. By submitting a proposal, the Contractor agrees to all of the terms of this RFP.

Please direct any questions by the deadline for questions listed on the cover page of this RFP to Scott Jensen, Public Works Manager for the Public Works and Engineering Department, at (714) 890-4289, or via email at [email protected].

Minimum Qualifications:

1. Minimum of seven (7) years of experience in professional landscape maintenance services.

2. Experience and/or demonstrated ability to provide satisfactory services.

3. The successful bidder and any subcontractor(s) must possess a current and valid California contractor’s license(s) in the classification(s) required by law to perform the work (C-27 Landscape Contractor License). 4 4. Licensed California Pest Control Advisor on staff.

5. Local staffing able to respond to an emergency call-back within 30 minutes, and able to deploy the appropriate resources to respond within two (2) hours after being contacted by the City.

6. Valid City of Stanton business license for the term of the Agreement, if selected.

7. Maintain, or have the ability to quickly acquire, all necessary materials, labor, equipment, and other incidental and appurtenant work necessary for the landscape maintenance services.

8. Contractors submitting a proposal shall possess a valid and current California Qualified Applicator (QAL) and comply with all other license, insurance and permit requirements of the City, State and Federal governments, as required by law to perform the work. Contractor shall maintain all required licenses and permits during the course of the contract and contractor employees shall be trained and licensed in accordance with the law.

Desirable Qualifications

1. Knowledge and experience with the City of Stanton’s standards, provisions, and practices.

2. Three (3) year prior contract of related work and services with other cities or municipalities.

The Contractor is to provide all services as outlined below to the City of Stanton.

Services required work shall include, but are not necessarily limited to, those items noted below. Best industry practices and/or best management practices may require additional services not explicitly enumerated. The proposer should identify any additional services required, price them, and explain them in their response.

Scope of Work:

See Exhibit A - Contract Scope of Services
5 General Responsibilities:

1. Assume responsibility for completing all work as specified in Scope of Services.

2. Contractor shall designate a single point of contact with decisionmaking authority for Work under this Contract, and shall be available during regular business hours.

3. Prohibit any persons other than those designated and employed by the Contractor to accompany landscaping staff for Work.

4. Provide all equipment, labor, supervision, method of processes, and materials necessary to complete the Work. Contractor shall keep all materials and equipment neat, clean, and readily available at all times.

5. Provide all materials of good quality, as approved by the City, and in the amounts necessary to fulfill the Contract requirements and to accomplish an acceptable and professional level of service.

6. Bring to the attention of the City any defective or inoperative equipment no later than the following day after discovery.

7. Assume responsibility for securing any and all locks after work has been completed.

8. Promptly and properly dispose of all debris accumulated as result of landscaping.

9. Assume responsibility for timely payment of any subcontractor, material persons, workers, and suppliers.

10. Contractor shall comply with the City of Stanton Integrated Pest Management Plan (IPM) and always follow integrated pest management practices to control pests and minimize use of toxic materials. Proposed methods shall be submitted for the Public Works Manager or designee to review and provide written approval before work proceeds. Contractors are responsible for reporting any regulatory data that is required by Federal, State, County, or any other oversight jurisdictions.

11. Maintain a valid City of Stanton business license for the term of the Contract, if selected.

Billing Form, Records and Reports

1. The Contractor shall submit Record Maintenance Service Chart and Routine Checklist for approval by the City withing 10 days of award of contract.

2. Provide a copy of any or all records to the City upon request.

3. Maintain such record through the term of the Contract, plus three (3) years after Contract termination.
6 4. Provide a billing form and progress payment form approved by the City.

Protection from Damage:

1. Protect all public and private property that is not part of Work.

2. Assume liability for any damages as a result of its staff using improper techniques and/or materials. Contractor shall repair such damage at Contractor's expense.

Withholding of Payment:

1. In the case that work scheduled for performance is not performed, or does not meet the quality standards as required by the City, the City may allow the Contractor to correct the deficiencies without penalty either during the next scheduled shift, or time mutually agreed upon. In the case that deficiencies are not corrected as required, the City will impose a deduction from the Contractor’s following monthly invoice a fee to be determined by the City based on required performance, not to exceed $500.00 per individual occurrence, per location.

Personnel:

The Contractor shall use and furnish all labor necessary for the satisfactory performance for the Work set forth in this Contract.
a. Contractor’s Staff

1. Require each of his/her employees to adhere to basic standards of working attire. These are to include uniforms with the Contractor’s company name or insignia clearly visible, proper shoes and other gear required by State Safety Regulations, and proper wearing of clothing, which includes shirts shall be work at all times.

2. Employ sufficient personnel to perform all work as scheduled and approved by the City, including Contractor personnel transition periods. 7 b. Supervision

1. Ensure a minimum of one English-speaking employee working with each landscaping crew at any time

2. Provide such adequate supervision as to furnish ongoing supervision of workmanship and adherence to schedules by the staff performing the Work.
c. Typical Tasks

1. Contractor shall supply his/her staff with the necessary skills to perform duties in connection with Work contemplated under this Contract. d. Knowledge and Abilities

1. All analyses and procedures shall be performed in a manner approved by the City and State Health Department, including suitable experience in the field to perform the required Work in a safe and thoughtful manner.

Equipment
The Contractor shall use and furnish all equipment necessary for the satisfactory performance of the Work set forth in this Contract. City may make available to Contractor selected equipment for the purpose of performing the Work. City may revoke ability to use said equipment at its discretion without notice and/or compensation to the Contractor,
a. Equipment

1. All equipment used by the Contractor shall be maintained in a clean appearance and in good operable condition. All equipment shall also be properly adjusted from an operational safety standpoint. b. Vehicles

1. Contractor shall display the name of their firm on any/all vehicles used or otherwise by the Contractor’s employees.
8 Emergency Service Contract Information and Response
Contractor shall provide the City at all times throughout the duration of this Contract emergency telephone numbers of at least two (2) qualified persons who can be called for emergency conditions at any time. An alternate emergency number shall be provide in case no answer is received at the first number. The emergency number shall be used to contact the Contractor representative who can take the necessary action required to alleviate an emergency condition.

The contractor is required to provide the City with a 24-hour emergency number for contact outside normal business hours. The response to an emergency callout by the Contractor shall not be more than 30 minutes, deployment of appropriate resources to response with two (2) hours, and shall be considered part of the normal Contract except when delayed by problems caused by vehicles accidents or Acts of God.

Progress of Work
Time is of the essence on every aspect of the Work. Work shall proceed in an expeditious and orderly manner. The Contractor shall endeavor to avoid service interruptions to the extent feasible. Any exceptions shall be approved by the City.

Alterations
a. The City reserves the right to increase, decrease, add, delete, and alter any item or portion of the Work as may be deemed necessary or advisable by the City. The City may make such alterations or deviations, additions to, or omissions from the Work, as may be determined during the progress of the Work to be necessary. Such alterations or deviations, additions or omissions shall in no way affect or make void the Agreement. Upon written order of the City, Contractor shall proceed with the Work as modified. b. In the event that a location is closed for repair, construction, emergency, or any other event(s) where Work cannot be performed, City will notify Contractor of such closure five (5) business days in advance. 9 Proposals and all other information and documents submitted in response to this RFP are subject to the California Public Records Act, which generally mandates the disclosure of documents in the possession of the City upon the request of any person, unless the content of the document falls within a specific exemption category.

Three (3) copies of the Services Proposal and one (1) copy of the Fee Proposal must be submitted containing the following elements:
• Proposers must submit three (3) bound copies of their proposal to the City for review.
• 8‐1/2" x 11" sheet sizes should be used for the text, with 11" x 17" sheet sizes for any fold‐out drawings.
• The proposal shall be limited to twenty-five (25) pages. Resumes for proposed personnel will not be counted towards the page limit. • Proposals should be as concise as possible and specific to this project.

LETTER OF TRANSMITTAL
A Letter of Transmittal shall be addressed to Cesar Rangel, Director of Public Works/City Engineer, and, at a minimum, must contain the following information:
• Identification of the proposing Contractor who will have contractual responsibility with the City. Identification shall include the legal name of the company, corporate address, telephone number, and email address of the contact person identified during the period of proposal evaluation. • A statement representing that the Contractor has thoroughly examined and become familiar with the work required in this RFP and is capable of performing quality work to achieve the objectives of the City. • Acknowledgement of receipt of all addenda, if any.
• A statement to the effect that the proposal shall remain valid for a period of not less than ninety (90) days from the date of submittal. • Signature of the official authorized to bind Contractor to the terms of the proposal.
10 • Signed statement attesting that all information submitted with the proposal is true and correct.

WRITTEN PROPOSAL
The Proposal shall consist of the following sections:

1. Letter of Transmittal. Contents of the Letter of Transmittal listed above.

2. Firm Structure and History. Including the firm’s experience managing projects similar in magnitude and scope, key personnel and structure (organization chart), credentials, background, and ownership of the firm.

Include the firm’s previous experience with providing citywide landscaping maintenance services.

3. Key personnel. List qualifications of personnel with resumes and a breakdown of responsibilities. The Firm’s project manager, who will be responsible for planning, coordinating, and conducting the majority of the work, must be identified and committed to the project. The City must approve changes to key personnel committed to work on the project subsequent to award of contract. Resumes must be submitted for key personnel who will be assigned to this project. Also, a dispatch / emergency contact information must be included.

4. A narrative briefly describing the proposed approach using general descriptions for the activities.

5. A list of proposed sub-consultants, sub-contractors, suppliers, and manufacturers, including their qualifications pertinent to this project.

6. A client reference list from previous projects of similar scope and magnitude.

List should include key personnel-contacts and their position with the agency.

Include up to three (3) references.

7. Evidence of compliance with City insurance requirements.

8. Exceptions and Deviations. Contractor shall state any exceptions or deviations from the requirements of this RFP, segregating “technical” exceptions from “contractual” exceptions. Where the Contractor wishes to propose alternative approaches to meeting the City’s technical or contractual requirements, these shall be thoroughly explained. If no contractual exceptions are noted, Contractor will be deemed to have no objection to the contract requirements as set forth in EXHIBIT F, “Sample Professional Services Agreement.”
11 9. Proposal Acknowledgement Form. Contractor shall complete and submit EXHIBIT E, “Proposal Acknowledgement Form.” Failure to submit this signed form will result in the disqualification of the Consultant’s proposal.

SEPARATE FEE PROPOSAL
Contractor fee schedule included with the submittal but in a separate sealed envelope. The proposal shall include:
a. Bid Schedule (EXHIBIT D) submitted in a separate, sealed envelope. b. A table indicating the anticipated staff-hours dedicated to perform each of the tasks to complete the project.

Additional information can be found under Section X, “Payment to Contractor,” below.

Submitted proposals will be evaluated based on the following factors, but may not be limited to just these factors:

Criteria Approximate
Weight
Experience Performing Similar Work 40%
Insight into Landscape Maintenance and Items
Recommended for Inclusion 30%
Ability to Respond to Emergencies 15%
Fee Proposal 10%
Exceptions and deviations from the City’s standard
Professional Services Agreement. 5%
Selection of the Contractor will be made in accordance with the provision of Chapter 10 of the California Government Code, Sections 4526 and 4529.5, stating that the selection of professional services is made based on competence and qualifications without regard to fee. The fee will be opened and evaluated after selection of the Contractor is complete.

The City will review the fee proposal and negotiate a service fee with the best qualified contractor. In the event the City cannot negotiate a fee with the best 12 qualified contractor, the City will negotiate a fee with the second ranked contractor, and so on until an agreement is reached.

Each RFP will be reviewed to determine if it meets the submittal requirements contained within this RFP. Failure to meet the requirements for the RFP will be cause for rejection of the proposal. The City may reject any proposal if it is conditional, incomplete, or contains irregularities. The City may waive an immaterial deviation in a proposal, but this shall in no way modify the proposal document or excuse the Contractor from compliance with the contract requirements if the Contractor is awarded the contract.

The successful Contractor to whom work is awarded shall, within ten (10) days after being notified, enter into a contract with the City for the work in accordance with the specifications and shall furnish all required documents necessary to enter into said contract. Failure of the successful bidder to execute the contract within the ten (10)-day window shall be just cause for the City to contract with the next responsible Contractor.

In order to be considered, the Contractor must submit three (3) copies of the Service Proposal, and one (1) copy of the Fee Proposal in a separate, sealed envelope to the following office:

City of Stanton – City Hall
Department of Public Works & Engineering Counter
7800 Katella Avenue
Stanton, CA 90680-3162
Attention: Scott Jensen
The proposal outer envelope shall be labeled:

CITYWIDE LANDSCAPE MAINTENANCE SERVICES
The proposal must be received at the office listed above no later than the date and time listed on the cover.

There is no expressed or implied obligation for the City to reimburse firms for any expenses incurred in preparing proposals in response to this request. Materials submitted by respondents are subject to public inspection under the California 13 Public Records Act (Government Code Sec. 6250 et seq.). Any language purporting to render the entire proposal confidential or proprietary will be ineffective and disregarded.

The City reserves the right to retain all proposals submitted, and to use any idea in a proposal, regardless of whether the proposal was selected. Submission of a proposal indicates acceptance by the firm of the conditions contained in the RFP, unless clearly and specifically noted in the proposal submitted and confirmed in the contract between the City and the selected firm.

All property rights, including publication rights of all reports produced by the selected firm in connection with services performed under this agreement, shall be vested in the City.

All questions and/or inquiries regarding this RFP shall be directed to:

Scott Jensen
Public Works Manager, Department of Public Works
City of Stanton
7800 Katella Avenue
Stanton, CA 90680-3162
(714) 890-4289
Email: [email protected]
All questions and/or inquiries shall be submitted by April 18, 2024 at 4:00 a.m. If the City chooses to respond to such inquiries, written responses will be made available by April 22, 2024.

Contractors are responsible to verify receipt of any addenda issued. We are aware some of our e-mails go to “junk”. If you do not receive any addenda by April 22, 2024, please verify any addenda was issued by contacting Scott Jensen by e-mail or telephone. Confirmation of receipt of all addenda is part of the Proposal Acknowledgement Form (EXHIBIT E).
14 All taxes and licenses, including, but not limited to, a Stanton City Business License, required for this work shall be obtained at the sole expense of the Contractor.

The Contractor will be paid monthly for satisfactory work performed under this contract.

On or about the first of each month, the Contractor shall submit a detailed invoice and all reports required in the Agreement for work performed in the prior month.

1. This invoice shall be in accordance with the contract price and shall become the basis for payment.

2. This invoice shall be subject to review and approval by the City.

3. All submitted invoices will be paid within 30 days of approval by the City.

4. Any charges in the invoice not approved by Public Works Manager shall not be paid by the City.

A. The Contractor shall have Commercial General Liability insurance which affords coverage at least as broad as Insurance Services Office “occurrence” form CG 0001, with minimum limits of at least $1,000,000 per occurrence, and if written with an aggregate, the aggregate shall be double the per occurrence limit. Defense costs shall be paid in addition to the limits.

B. The Contractor shall have Automobile Insurance for owned and nonowned automotive equipment in the amount of not less than $1,000,000.

C. The selected firm shall furnish the City a certificate evidencing Workmen’s Compensation Insurance with limits of no less than $1,000,000 per accident and Comprehensive Professional Liability with limits no less than $2.000,000 per occurrence. The City shall be named as the Additional Insured. Certificates of Insurance must be accompanied by the applicable endorsements for the specific insurance policy.
15 D. A Certificate of Insurance or an appropriate binder shall bear an endorsement containing the following provisions:
“Solely as respect to services done by or on behalf of the named insured for the City of Stanton, it is agreed that the City of Stanton, the Successor Agency of the City of Stanton, its officers, employees, and agents are all included as additional insured under this general liability policy, and the coverage(s) provided shall be primary insurance and not contributing with any other insurance available to the City of Stanton, its officers and employees, and its agents, under any third-party liability policy.”
E. It is the Contractor’s responsibility to ensure that all sub-contractor’s comply with the following:

Each sub-contractor that encroaches within the City’s right-of-way and affects (i.e., damages or impacts) City infrastructure must comply with the liability insurance requirements of the City.

Examples of such sub-contractor work include soil sample borings, utility potholing, etc.

All finished or unfinished drawings, maps, documents, field notes, and other materials produced and procured by the Contractor under the said aforementioned Agreement is, at the option of the City, City property and shall be delivered to the City by the Contractor within ten (10) working days from the date of such termination. The City will reimburse the Contractor for all acceptable work performed as set forth in the executed Agreement.

The Contractor’s relationship to the City in the performance of the Contractor’s services for this project is that of an independent contractor. The personnel performing said services shall at all times be under the Contractor’s exclusive direction and control and shall be employees of the Contractor, not employees of the City. The Contractor shall pay all wages, salaries, and other amounts due 16 its employees in connection with the performance of said work, and shall be responsible for all employee reports and obligations, including, but not limited to, Social Security, income tax withholding, unemployment compensation, and Workers’ Compensation.

The Contract includes the Professional Services Agreement, the City’s RFP, the Contractor’s Proposal, and Exhibits.

The Political Reform Act and the City’s Conflict of Interest Code require that contractors be considered as potential filers of Statements of Economic Interest.

Contractors, as defined by Section 18701, may be required to file an Economic Interest Statement (Form 700) within thirty (30) days of signing a Contractor Agreement with the City, on an annual basis thereafter while the contract remains in effect, and within thirty (30) days of completion of the contract.

Pre-contractual expenses are defined as expenses incurred by the Contractor in:
(1) preparing the proposal; (2) submitting the proposal to the City; (3) negotiating with the City on any matter related to the proposal; and (4) any other expenses incurred by the Contractor prior to an executed Agreement.

The City shall not, in any event, be liable for any pre-contractual expenses incurred by the Contractor. Services shall not commence until the Professional Services Agreement has been executed by the City.

The City reserves the right to withdraw this RFP at any time without prior notice.

Further, the City makes no representations that any Agreement will be awarded to any Contractor responding to this RFP. The City expressly reserves the right to postpone reviewing the proposals for its own convenience and to reject any and all proposals responding to this RFP without indicating any reasons for such rejection(s). Any contract awarded for these Contractor engagements will be made to the Contractor who, in the opinion of the City, is best qualified.

Certain labor categories under this project are subject to prevailing wages as identified in the State of California Labor Code commencing in Section 1770 et. 17 seq. These labor categories when employed for any work on or in the execution of a “Public Works” project require payment of prevailing wages including but not limited to, testing, potholing and non-design work. 18 EXHIBIT A

CONTRACT SCOPE OF SERVICES
A mandatory pre-proposal conference is scheduled for 10:00 a.m., Thursday, April 11, 2024 at the Stanton City Yard, 8100 Pacific Street, Stanton, CA 90680.

All prospective bidders must attend. At this time the City will respond to all questions and address clarifications relative to the RFP process.

Per Assembly Bill No. 1346, the Contractor is responsible for upholding all requirements and regulations as stated by the State of California. Cost shall be absorbed within other tasks.

The work shall include furnishing all labor and equipment necessary to maintain City parks, medians, parkways, and City facilities. Duties include, but are not limited to, trash collection, cleaning of city property and facilities, maintaining turf, hardscape surfaces, ground cover, shrubs, vines, and trees, maintaining and repairing irrigation systems, maintenance of drainage facilities, gopher control and providing weed and pest control regardless of weather conditions.

SCHEDULING OF WORK
The Contractor shall provide the Public Works Manager a weekly schedule submitted the Thursday before the week of the scheduled work. The schedule must identify landscape areas and facilities to be maintained that week and the specific tasks to be completed. Schedule must follow the maintenance activity schedules outlined within this contract scope of work.

General Maintenance
Unit price for Bid Price General Maintenance shall be inclusive of the following task:

1. Removal of any dead plant material upon sight by the contractor including weeds.

2. Removal of fallen plant material such as hanging or fallen tree limbs, leaves, branches, and tree bark upon sight by the contractor. 19 3. All green waste material shall be disposed of by the Contractor directly to CR&R dump site.

4. The contractor shall replace mulch upon City request.

5. All traffic control requirements (traffic control plan(s), equipment, material, and labor) are the responsibility of the Contractor. All traffic control shall be in accordance with the latest APWA Work Area Traffic' Control Handbook (WATCH), Caltrans and City regulations and based on the speed limits posted in the work zones. Flagmen may be required in some locations. The Contractor shall apply for all traffic control permits and pay all fees and permits for said permits for work outside the City’s jurisdiction. Safe and adequate pedestrian and vehicular access shall be provided in accordance with Section 7-10 of the Standard Specifications for Public Works Construction, latest Edition. Traffic Control on Beach Blvd. shall be approved by Caltrans prior to the work commencing.

Failure to comply with the scope of work related to General Maintenance shall result in a performance deduction in the amount of $500 per incident per day.

Payment for general maintenance shall be for actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific work done during that billing period. Payment shall be made based on the unit bid price and actual quantities completed.

Playground Maintenance
Unit price for Bid Price Playground Maintenance shall be inclusive of the following task:

General Maintenance

1. Clean, rake and level playground wood chips weekly.

2. Clean, rake and level play sand weekly.

3. Removal of leaf litter or other debris from sports courts and spider webs from play equipment.

General Property Maintenance

1. All repairs to damaged City property shall be completed within forty-eight (48) hours after damage is reported or noticed, by contractor’s staff or by City.
20 2. Every instance of damage shall be reported to the Public Works Manager.

3. All sidewalks adjacent to City-maintained parkways shall be swept, blown or cleaned daily, if necessary, to remove any glass or debris. In addition, all sidewalk areas shall be thoroughly cleaned every week on the day the area is maintained.

4. All areas abutting maintained areas shall be cleaned when dirtied by Contractor's operations and at other times as required.

5. All leaves, paper, and debris shall be removed from landscaped areas and disposed of off-site daily.

6. At no time will Contractor be allowed to blow grass cuttings/debris into public streets or gutters without being swept or vacuumed clean. Debris generated from adjacent maintained landscape areas shall be the responsibility of the Contractor to remove, (i.e., sidewalks, streets, gutters).

Failure to comply with the scope of work related to Playground Maintenance shall result in a performance deduction in the amount of $500 per incident per day. Payment for general maintenance shall be for actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific days trash was collected during that billing period. Payment shall be made based on the unit bid price and actual quantities completed.

Weed Control
Unit price for Bid Price Weed Control shall be inclusive of the following tasks:

1. All weeds shall be removed upon sight, on a daily basis. Planters, nonconcrete walkways, i.e.: decomposed granite, natural soil and asphalt, sidewalk expansion joints, planting beds, shall be kept free of grass and weeds at all times.

2. Turf grass shall be weed free at all times • Common weeds shall be 100% controlled due to its fast growth and invasiveness.

3. When requested by the Public Works Manager, the Contractor shall spray weeds with herbicide for weed control at no additional cost to the City if control is not maintained as specified in this section. Preventive weed control is the responsibility of the Contractor. Any pre-emergent herbicide used will be considered a weed management tool and the cost will not be 21 reimbursed by the City.

4. Monthly, the Contractor shall complete and furnish copies of an herbicide application log including amount to the City.

5. The Contractor shall submit a report naming the herbicide proposed for use, where and how it is to be applied, and a copy of the product label and any applicable M.S.D.S. (material safety data sheets) sheets to the City before use begins.

6. The Contractor shall be responsible for the results of application of all herbicides and chemicals. Plants killed or severely damaged by the use of herbicides shall be replaced at no cost to the City, with the nearest size nursery stock available to the size of the dead or severely damaged plant.

The soil in the area of the affected plant(s) and planting pit shall be treated with activated charcoal and other soil amendments that may be required to enhance the potential survival and growth of the existing or replacement plants. The treatment and materials must be approved by the City and shall be furnished at no cost to the City. All replacements must be made within fifteen days upon discovery by the Contractor and/or the City.

7. Weed Control of Paved Surfaces: Contractor shall be responsible for controlling, by mechanical or chemical means, weeds growing in cracks, or expansion joints, and areas contiguous to the City Public Landscape. No dyes shall be used when applying liquid weed control to paved surfaces.

8. Weed Control of Landscaped Areas:

A. The contractor is required to always maintain all landscaped areas in a weed-free condition with no exceptions, and a regular program of chemical application shall be used to prevent, or control weed growth, supplemented by hand removal of noxious weeds or grasses as necessary. Weeds allowed to grow taller than two inches will be removed by hand and not sprayed. Any “non-target” or “desirable” plant material un-intentionally sprayed or removed during manual weeding shall be replaced at contractor’s expense.

1. A contact herbicide shall be employed to control broadleaf weeds as required to maintain turf grass in a completely "weed free" condition without injury to turf.
a. Weeds not eradicated with herbicides shall be removed manually. However, manual weed control shall not be substituted 22 for herbicide applications.

2. In addition, turf grass areas shall be treated as follows:
a. Between January 15 and February 15, a pre-emergent crabgrass control shall be applied to all turf areas.
b. Twice per year, in December and June, a broad-spectrum fungicide (such as Actizone RZ, or a fungicide approved by the City) shall be applied at the manufacturer's recommended coverage rate.

B. All restricted chemicals to be used to control weeds shall be approved by the Maintenances Services Supervisor prior to use. A written recommendation of the proposed restricted chemicals to be used, prepared by a licensed California Pest Control Advisor accompanied by a Notice of Intent to apply restricted/non-restricted materials form prepared by a licensed Pest Control Operator shall be submitted to the Maintenances Services Supervisor a minimum of 14 days prior to intended use. Additionally, Contractor shall notify the Orange County Department of Agriculture a minimum of 48 hours prior to intended use. No work shall begin until the Public Works Manager written approval is obtained.

1. Written recommendation shall include the following information:
a. Owner or operator of the property to be treated.
b. Location of property to be treated.
c. Commodity, crop, or site to be treated
d. Total acreage or units to be treated.
e. Identification of weed(s) or pest(s) to be controlled by recognized common name.
f. Name of each herbicide or device recommended or description of method recommended.
g. Dosage rate per acre or other units.
h. Warning of the possibility of damages by the application from hazards that are known to exist; and
i. Signature and address of the person making the
23 recommendation, the date, and the name of the employer.

2. Chemicals shall be applied only by persons possessing a valid California Pest Control Operators License in the appropriate category. Application shall be in accordance with all governing regulations. Records of all written recommendations and operations stating dates, times, methods of application, approved Notice of Intent to apply restricted/non-restricted materials, weather conditions at the time of application, and applicator's name shall be made and retained in an active file for a minimum of 1 year. The Public Works Manager shall have access to those files as required. After this period, they shall be retained in accordance with Orange County Department of Agriculture Regulations.

3. Contractor shall calibrate all chemical application equipment prior to each use to ensure chemicals are applied at the rate specified in the written recommendation.

4. All rubber hoses shall be made of neoprene rubber or equivalent material; shall be free of cracks; shall not be weathered, worn, or rotted; and shall be equipped with quick connectors or fittings which shall provide a watertight connection to prevent any leakage of chemicals from the point of connection to spray equipment.

5. All pressurized spray equipment, when in use, shall be kept in a state of good repair, safe to operate and shall be equipped with appropriate pressure relief valves. All spray nozzles shall be free of any foreign particles to allow proper control of rate, uniformity, thoroughness, and safety of application.

6. All chemical spraying operations shall be performed under acceptable climatic conditions to be determined by the
Maintenances Services Supervisor in such a manner to limit drift to twelve (12) inches. All precautionary measures necessary shall be employed to ensure public safety since all areas will be open 24 to public access during application.

7. All equipment used to perform chemical application shall be thoroughly cleaned when necessary to prevent injury to persons, plants, or animals from residue of materials previously used in the equipment. Equipment shall be cleaned in accordance with the procedure recommended on the label.

C. Non-restricted chemicals shall be used whenever possible to perform weed control in turf and landscape areas.

D. The Contractor shall not be allowed to use the restricted chemicals 2,4- D and Dicamba without submitting a written recommendation by a California Pest Control Advisor.

1. Prior to application, Pest Control Operator shall read product label, identify weed pests in area to be sprayed, and identify environmental hazards such as waterways, eating and food preparation areas, sensitive ornamentals, production agricultural sites and take all precautionary measures necessary to prevent contamination of these areas

2. Equipment used to apply 2,4-D and Dicamba shall consist of waterproof gloves, waterproof boots, respirator, coveralls, goggles, accurate measuring device, and spray equipment. To minimize drift, a spray thickener may be required.

3. Operator shall not apply 2,4-D or Dicamba during excessively hot, dry, or windy periods. Irrigation systems shall not be operated for a minimum of 24 hours after chemicals have been applied.

Operator shall spray all target plants to wet. Chemicals shall be applied within the drip line of any ornamental shrub. Large mature weeds should not be sprayed.

4. Upon completion of 2,4-D or Dicamba chemical spray application, the area treated should not be re-entered until the spray has dried. Contractor shall be responsible for any on-site signage, posting as well as monitoring access during the chemical drying period.
25 Failure to comply with the scope of work for weed control shall result in a performance deduction of $500 per day per incident. Payment for weed control shall be for actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific days weed control was conducted during that billing period. Payment shall be made based on the unit bid price and actual quantities completed.

Turf Grass Maintenance
Unit price for Bid Price Turf Grass Maintenance shall be inclusive of the following tasks:

Mowing

1. Mowing shall be performed on the same day each week. Initial weekly schedule must be submitted, and any changes must be approved by the Public Works Manager prior to implementation.

2. All mowing missed due to inclement weather or ground conditions from such weather shall be rescheduled and completed within three working days. If adverse weather or ground conditions persist, the Public Works Manager may change annual schedule.

3. Cutting heights shall be adjusted to the type of grass in accordance with the following: Bluegrass and Fescue (June through September) 3 inches (September thorough May) 2 inches St. Augustine (Year-Round) 2 inches Bermuda (Year-Round) 1 inch.

4. All warm season grasses, including Bermuda, Kikuyu and St. Augustine, shall be mowed with a power-driven 7-blade reel type mower. Bluegrass and Fescue may be mowed with either power-driven reel type or rotary type mowers. All equipment shall be adjusted to the proper cutting heights. The mowers shall be maintained and sharpened to provide a smooth even cut without tearing of the leaf blade. The reel or blade adjustment shall provide a uniform, level cut without ridges or depressions.

5. When conducting “rotary type” mowing activities in City Parks a mulching deck rotary mower shall be utilized. Contractor shall take special care to completely mulch all grass clippings so as not to leave corn rows or piles of clippings behind. If clippings cannot be completely mulched, then they will 26 need to be removed the same day they are cut.

6. All trash and paper products shall be removed before mowing begins and will not be run over by mowing equipment. All grass, leaves, and other debris shall be removed and disposed of off-site, in a lawful manner, at the completion of mowing.

7. All portable obstructions, such as picnic tables and trash containers shall be moved in order to mow all portions of turf.

8. All walkways, roadways, trails, or other areas dirtied by mowing operations shall be cleaned and all debris disposed of off-site prior to the completion of that day's mowing operations or the end of the day, whichever occurs first.

9. Irrigation: A regular, deep watering program shall be accomplished to give the best results. The established turf should not be allowed to dry beyond 50% of the soil water holding capacity between watering. At a minimum, omit irrigation the night prior to turf mowing. Contractor shall not irrigate Friday night, Saturday morning, Saturday night or Sunday morning unless absolutely necessary. Contractor shall obtain approval from the Public Works Manager before any weekend watering occurs.

10. Care shall be exercised during the mowing operation to prevent damage to trees and other obstacles located within the turf areas such as irrigation heads, irrigation valve boxes, quick couplers/boxes, electrical boxes, or fixtures. Do not mow areas that are wet or saturated. Alternate mowing patterns whenever possible to prevent wheel ruts. If ruts are made, or damages incurred, Contractor will immediately schedule repairs at his/its expense.

Renovation, Aeration, and Dethatching:

1. All turf areas shall be aerated twice per year once between February 15 and March 15, and once between October 15 and November 15 to reduce compaction/ stress conditions, which will offer greater water penetration and reduce runoff. In those areas, when soil condition is poor, top-dress may be required by the Public Works Manager.

2. Aeration shall be accomplished by removing 3/4" diameter by three-inch deep cores at a maximum spacing of six inches by use of a mechanical aeration machine. Contractor shall aerate entire area first in one direction 27 (east to west), then repeat the operation in the opposing direction (north to south). All cores shall be removed from the turf and disposed of off-site the same day. Contractor shall be responsible for the marking of all irrigation heads, valve boxes, quick coupling boxes, electrical boxes and any other in ground equipment that could be damaged by the Aerator tines. Should any of the above equipment get damaged during the aeration process contractor shall be responsible for immediate replacement and repairs at contractor’s expense.

3. All turf areas shall be dethatched once per year between September 15th and October 15th, or as directed by the Public Works Manager.

A. Dethatching shall be accomplished by use of "vertical cut type" dethatch machine. The vertical cutting machine shall be set at a depth to penetrate the soil ¼ inch.

B. All thatch and debris shall be picked up and disposed of off-site prior to the end of the workday. After clean-up, mow turf at regular cutting height.

C. All walkways, roadways, trails, landscaped areas, or other areas soiled by dethatching operations shall be cleaned and all debris disposed of offsite prior to the completion of this operation or the end of the day, whichever occurs first.

Refurbishment of Turf grass
Turf areas which have thinned out due to the shading effect of trees and structures, and by foot traffic will be reseeded with an approved grass seed to restore thinning areas. Contractor shall re-sod 20,000 square feet of turf grass area complete in place on an annual basis at no additional cost to the city. The City shall determine the locations and quantities for re-sodding efforts.

Winter Overseeding of All Turf Areas

1. Upon the completion of dethatching all grass areas in the fall, winter over seeding of all turf areas will be required. All Bermuda grasses will be lowered in two continuous stages by mowing with mowers that have sharp, properly adjusted cutting units. This process will be done until grass height is at 1/2". After the Bermuda grass is lowered, the entire area will be 28 vacuumed. Contractor shall sow perennial rye grass at the rate of 10 lbs per 1000 square feet or as approved by the Public Works Manager.

2. Turf grass areas that have multi type grasses (i.e.: Kikuyu Grass, Fescue Grass, Bermuda Grass, Blue Grass, etc.) will be over seeded using the “Imperial Blend” grass seed or an approved equal.

3. Fertilize all grass areas to be over seeded. Broadcast 6-20-20 fertilizer at the rate of 6 lbs per 1000 square feet or approved equal. Apply fertilizers by constant flow P.T.O. driven rotary spreaders when applicable or walk behind cyclone spreaders in smaller areas.

4. Immediately after dethatching operations with a verticutter, the area will be aerated. These two processes will be followed by motor driven vacuum to remove all grass clippings and thatch. Perform reseeding operations when soil is dry and when winds do not exceed 5 miles per hour velocity.

Apply seed with a rotary or drop type spreader. Install seed evenly by sowing equal quantities in two directions, at right angles to each other.

5. Cultivate bare areas and aerate compacted areas thoroughly. Where substantial, but thin turf remains, rake, aerate if compacted, and cultivate soil.

6. Remove diseased or unsatisfactory turf areas; do not bury into soil. Remove topsoil containing foreign materials, i.e., gas/oil drippings, stones, gravel, debris, etc.

7. Topdressing, when applicable, shall be applied with materials and methods approved by Public Works Manager.

8. Maintain over seeded turf areas until successful seed germination and complete establishment of turf has taken place. Over seeded areas will be maintained until inspection and acceptance by the Public Works Manager.

9. After preparation and over seeding have been completed, the area will be watered. Watering will be three (3) to four (4) times each day, or as necessary in combination with appropriate run time sufficient to maintain even moisture at a dept of 1/2” during daylight hours.

10. When the perennial rye grass approaches a height of 2" to 2½", the first mowing will be done. The grass clippings will be checked for root pulling on the first pass or two. If this happens, the Contractor will readjust his/her mowers and check the blades for sharpness. Contractor may use rotary mowers on over seeded turf.

11. The rye grass over seeding will be completely established by November 1.

12. After first mowing, and subsequently thereafter, fertilize with 1 lb N/1000 SF 29 through the winter fertilization period.

Summer Overseeding of all Turf Areas

1. All bare, worn, or sparse areas in the turf shall be reseeded to reestablish turf to an acceptable condition annually beginning in June or as required to maintain adequate appearance, as determined by the Public Works Manager

2. Reseeding shall be performed in accordance with the following criteria:

A. All areas to be reseeded shall be raked or verticality cut to remove all thatch and to provide a rough (scarified) seedbed suitable for seeding. 23 B. Areas to be reseeded shall be fertilized to provide 1½ pounds of nitrogen per 1,000 square feet. Chemical formulation of fertilizer to be used shall be 10-10-10 unless otherwise specified by the Public Works Manager.

C. Grass seed shall be applied at the rate specified on the label for the type of seed being used for reseeding. Seed quality shall meet the following criteria:

I. Minimum purity shall be 98% weed free for all grasses.

II. Minimum germination rate shall be 85% for all grasses.

III. No seeds shall be applied without prior verification of seed quality by the Public Works Manager.

IV. All seeding equipment shall be calibrated to deliver the desired seeding rate for the specific species or seed mixture to be used prior to each reseeding operation.

V. Once seed has been applied, Contractor shall cover all seed and firm the soil with a water ballast roller either empty or partially filled depending upon soil conditions. Seed shall be lightly covered with topper soil to prevent erosion and reduce evaporation of soil moisture. 30 Edging

1. All turf grass borders shall be neatly and uniformly edged or trimmed on the same schedule as the mowing operations, unless otherwise specified by the Public Works Manager. All edging should be completed with a fix blade edger. String trimmers or weedwhackers shall be permitted for edging only on emergency basis

2. Mechanical methods shall be used except where physically impossible, impractical, or around trees. Turf growth around all trees shall be controlled by chemical application, not to exceed a 12” distance from the trunk.

3. Chemical application shall also be used on areas such as along concrete, asphalt, and decomposed granite trails/paths, around sports field equipment, fence lines, etc., but not on the fields areas.

A. Prior to application of chemicals, all areas shall be trimmed to the proper mow heights.

B. Contractor shall use only non-restricted chemicals to perform chemical edging. Chemicals shall be approved by the City representative prior to use. A Notice of Intent to apply non-restricted/restricted materials form shall be completed and submitted to the City a minimum of fourteen (14) days prior to intended use..

C. Chemicals shall be applied only by persons processing a valid California Pest Control Operators License or Qualified Applicators Certificate.

Records of all chemical application operations, authorizations stating dates times, methods of application, chemical formulations, weather conditions at the time of application, and applicators name shall be made and retained in an 24 active file for a minimum of one (1) year.

After this period, records shall be retained in accordance with Orange County Department of Agriculture Regulations.

D. Chemical edging shall be restricted to a four (4) inch wide strip around buildings, planters, concrete, decomposed granite, and asphalt trails/paths, and other projections, a twelve (12) inch radius around tree trunks, and an eight (8) inch wide strip around sports field equipment and fence lines. e. Chemical edging shall be performed a minimum of once every 60 days.
31 4. All walkways, roadways, trails/paths, or other areas dirtied by edging operations shall be cleaned and all debris disposed of off-site prior to the completion of that days edging operations or by the end of the day, whichever occurs first.

Failure to comply with the scope of work for turf grass maintenance shall result in a performance deduction of $500 per day per incident. Payment for turf maintenance shall be for the actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific days turf grass maintenance was conducted during that billing cycle or period. Payment shall be based on the unit bid price and actual quantities completed.

Landscape Maintenance
Unit price for Bid Price Landscape Maintenance shall be inclusive of the following tasks:

Shrubs

1. All shrubs and hedges shall be pruned in such a manner that they present a pleasing and natural appearance and do not obstruct the vision from building windows or the vision of vehicle drivers.

2. All shrubs, hedges, and ground vegetation shall be maintained so the vegetation does not overgrow its designated growth perimeter. Along all walks, overgrowth shall not be over four inches.

3. Whenever shrubs die as a result of vandalism, or acts of God, the Contractor shall call the Public Works Manager to confirm the vegetation is dead, request authorization for replanting, replant it and submit an invoice with the monthly statement for additional labor and applicable materials. The City reserves the right to furnish the required shrubs. The City will use the quoted extra labor charges and unit prices submitted with the proposal for reimbursement. Should shrubs expire due to contractor’s negligence, all replacement charges shall be at contractor’s expense. All damaged, diseased (untreatable) or dead shrubs shall be replaced with the same exact species and size of the existing plant material at no cost to the City.

4. Contractor shall remove any spent blossoms or dead flower stalks as 32 required to present a neat and clean appearance. Sometimes the plant's flower stalks are many in number or part of the plant's character (i.e., Dietes). Coordinate with the City on a plant-by-plant species basis.

5. Shrub mounding shall not exceed eighteen inches in height within areas required for vehicular line-ofsight distance depending upon roadway topography. (Public Works Manager is to be informed by Contractor if the plant material will continually be a problem.)

6. Formally sheared shrub hedges shall be continually maintained in their formal design by shearing and trimming. These shall be specifically designated by the City and shall not infer that any other shrub shall be sheared or trimmed.

7. Shrubs designed to be grown full size shall not be sheared or trimmed.

Selective pruning may be necessary to remove dead, diseased, or intertwining material. Shrubs sheared or trimmed, when they are not designed to be so, shall be replaced at Contractor's expense in a size designated by the Public Works Manager.

8. All shrubs shall be pruned to prevent encroachment onto private property.

9. Pruning Procedures:

A. All cuts shall be made sufficiently close to the parent stem so that healing can readily start under normal conditions.

B. All limbs one inch or greater in diameter shall be “under cut” to prevent splitting and tearing.

C. All equipment utilized shall be clean, sharp, and expressly designed for shrub pruning.

D. Avoid pruning plants when seasonal bloom is present (i.e., Indian Hawthorne).

10. All trimmings and debris shall be removed and disposed of off-site at the end of each day's work.

11. Existing shrubs shall be replaced by the Contractor if it is determined by the Public Works Manager that they died due to Contractor's neglect.

Replacement shrubs shall be of like kind and size.
33 Vines

1. Vines and espalier plants shall be checked and retied as required. Secure vines with appropriate ties to promote directional growth on supports.

2. Nails shall not be used to secure vines on masonry walls.

3. Contractor shall deep water vines in pockets without sprinklers and where required to promote optimum growth.

4. Pruning of vines will be in accordance with good horticultural practices.

5. Whenever vines die as a result of vandalism, or acts of God, the Contractor shall call the Public Works Manager to confirm the vegetation is dead, request authorization for replanting, replant it and submit an invoice with the monthly statement for additional labor and applicable materials. The City reserves the right to furnish the required vines. The City will use the quoted extra labor charges and unit prices submitted with the proposal for reimbursement. Should vines expire due to contractor’s negligence, all replacement charges shall be at contractor’s expense. All damaged, diseased (untreatable) or dead vines shall be replaced with the same exact species and size of the existing plant material at no cost to the City.

Ground Cover

1. Contractor shall trim ground cover adjacent to walks, walls, and/or fences as required for general containment to present a neat, clean appearance at four inches maximum from vertical surfaces and six (6) inches back from walk/trail edges, and curbs.

2. Contractor shall prevent soil compaction by regularly cultivating bare spots in all ground cover areas on a monthly basis.

3. Any paper or litter that accumulates in ground cover areas shall be picked up daily.

4. Contractor shall keep ground cover trimmed back four inches from all controller units, valve boxes, quick couplers, structures or walls, and private property. Ground covers shall not be allowed to grow up trees, into shrubs, or mix in with vines on walls. Ground cover shall be kept six (6) inches from all other plants.

5. All planter areas and tree wells located in the city parks shall be mulched to a depth of 3 inches once per year, along with a per-emergent application 34 at no extra cost to the City.

6. Ground cover areas shall be maintained in a manner which will promote the healthy growth of the plant material in a primarily natural state while removing weed infestations.

7. The un-mowed fescue areas may be "mowed" only as often as necessary to control weeds and to maintain the 24-inch maximum height with approval of the Public Works Manager. In the fall, the seed heads shall be allowed to remain in order to reseed the area and then removed before they change color.

8. Whenever groundcover dies as a result of vandalism, or acts of God, the Contractor shall call the Public Works Manager to confirm the vegetation is dead, request authorization for replanting, replant it and submit an invoice with the monthly statement for additional labor and applicable materials. The City reserves the right to furnish the required groundcover.

The City will use the quoted extra labor charges and unit prices submitted with the proposal for reimbursement. Should groundcover expire due to contractor’s negligence, all replacement charges shall be at contractor’s expense. All damaged, diseased (untreatable) or dead vines shall be replaced with the same exact species and size of the existing plant material at no extra cost to the City.

9. All medians, parkways and shrub beds and tree wells located in City parks shall be mulched once per year by February 1 each year at no additional cost to the City. The mulch application must follow a preemergent treatment.

Traffic Control
All traffic control requirements (traffic control plan(s), equipment, material, and labor) are the responsibility of the Contractor. All traffic control shall be in accordance with the latest APWA Work Area Traffic' Control Handbook (WATCH), Caltrans Standards and City regulations and based on the speed limits posted in the work zones. Flagmen may be required in some locations. Contractor shall apply for all traffic control permits and pay all fees and permits for said permits for work outside the City’s jurisdiction. Safe and adequate pedestrian and vehicular access shall be provided in accordance with Section 7-10 of the Standard Specifications for Public Works Construction, latest Edition. Traffic Control on Beach Blvd. shall be approved by Caltrans prior to the work 35 commencing.

Failure to comply with the scope of work for landscape maintenance shall result in a performance deduction of $500 per day per incident. Payment for landscape maintenance shall be for actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific days landscape maintenance was conducted during that billing period. Payment shall be made based on the unit bid price and actual quantities completed.

Maintenance of Drainage Facilities
The Contractor shall be responsible for continual inspection of surface drains (i.e., bench drains, flow structures, v-ditches), located within each park and landscaped areas on a monthly basis. Surface drains shall be checked and maintained free of obstruction and debris at all times to assure proper drainage.

Remove any debris or vegetation which accumulates and prevents proper flow of water. All drain sumps or catch basins and drain lines shall be cleared twice per year. All other drainage facilities shall be cleaned of all vegetation and debris.

All grates shall be tested for security and refastened as necessary. Missing or damaged grates shall be reported to Public Works Manager.

Fertilization
Fertilization will be applied in accordance with FERTILIZER SCHEDULE, or as otherwise directed by the Public Works Manager. All applications shall be recorded and specifically identified on the weekly schedule, indicating the fertilizer used, frequency applied, and the landscape material applied to (i.e., turf, trees, shrubs, ground cover, etc.).

General - Fertilization
Fertilizers shall be inorganic, dry, pelletized formulation. Application shall be in accordance with manufacturer specifications.
36 Method of Application
In making application of fertilizer granules, precautions shall be taken to contain these materials in the planting areas. Caution should be used when using a cyclone spreader which tends to throw material onto paved areas. The use of constant flow power take-off (PTO) driven spreaders will keep materials contained in planting areas, eliminating sidewalk stains. The Contractor will be responsible for removing all fertilizer stains from concrete caused by his application. Fertilizer shall be applied at manufacturer's recommended rate. Any fertilizer that is applied to non-target areas such as a roadway, sidewalk, parking lot, etc., will be removed immediately by contractor. Absolutely no fertilizer is allowed to enter the storm drain system. Contractor shall choose which methods of removal will work best. (i.e.: sweeping or gas-powered blower, etc.) Timing of Application
When climatic factors cause problems of the general use of fertilizers, an adjustment of the fertilizer schedule may be necessary. After fertilizer application, monitor watering schedule to eliminate runoff or leaching of fertilizer materials. Trees and Shrubs Fertilizers, pre-approved by Public Works Manager, shall be applied to trees and shrubs that require supplemental feeding.

Annual spring feeding shall be done in accordance with the rate indicated by the manufacturer. Fertilization may require deep root feeding or foliar applications to correct iron chlorosis and other micro-nutrient deficiencies.

Landscaped Areas
All landscaped areas shall be fertilized in accordance with the following criteria:

1. All proposed chemical formulations shall be submitted to the Public Works Manager for approval prior to use.

2. All fertilization schedules shall commence with the effective date of the contract then follow the cycles established in the annual schedule.

3. Ground cover areas shall be free of moisture at the time of fertilizer application. Application of the fertilization shall be done in sections, determined by the areas covered by each irrigation system. All areas fertilized shall be thoroughly soaked immediately after the fertilizer is 37 broadcast.

Soil Tests for Fertilization
Upon request, soil samples for testing shall be taken from landscape locations as determined by the Public Works Manager.

1. Samples shall be tested at an agricultural soils testing laboratory approved by the Public Works Manager

2. Contractor shall pay all costs for testing, taking samples, pickup, and delivery to the testing laboratory; all incidentals and no additional payment will be made thereafter.

Ground Cover
Apply fertilizer a minimum of 2 times a year, (March and September) to all landscape areas with a commercial fertilizer as often as required to promote a healthy appearance. Water thoroughly to prevent burning. Apply at the rate recommended by the manufacturer that is listed on the package.

Vines
Fertilize all vines with a commercial fertilizer a minimum of twice per year, in March and September, or needed to promote a healthy appearance. Water thoroughly to prevent burning. Apply at the rate recommended by the manufacturer that is listed on the package.

Trees
Trees shall be fertilized and aerated by Landscape Maintenance Contractor in accordance with the National Arborist Association Standard for Fertilizing Shade and Ornamental Trees, National Arborist Association Standards current edition.

Compliance Inspection
Compliance with fertilization specification will be enforced by application inspections, bag counts, and periodic soil analyses by independent soils 38 laboratory.

Failure to comply with the scope of work for fertilization shall result in a performance deduction of $500 per day per incident. Payment for fertilization shall be for actual quantities completed for each maintenance area. Contractor billing for this activity shall detail the specific days fertilization was conducted during that billing period. Payment shall be made based on the unit bid price and actual quantities completed.

Irrigation System Maintenance
The controlling factor in the performance of water management within the City landscape maintenance area is the application of water to landscape plants at a rate which closely matches the actual needs of the plant material with no runoff.

Contractor shall have the sole responsibility for managing the City’s irrigation usage. Contractor shall follow all water conservation regulations and water efficient landscape ordinances.

Irrigation/Operation and Maintenance Scheduled Times

1. Irrigation shall be accomplished in accordance with Contractor-provided schedules. The following irrigation times shall be applied to various types of public facilities:

A. Medians, Parkways and Parks: (Sunday-Thursday) 10:00 PM - 6:00 AM B. Manual Irrigation: (Monday-Friday) 7:00 AM - 3:00 PM Failure to adjust irrigation controllers to comply with designated watering windows and Contractor provided schedules will result in a performance deficiency deduction.

2. Contractor shall monitor the requirements of the plant material, soil conditions, seasonal temperature variations, wind conditions and rainfall, and shall recommend appropriate changes in duration of watering cycles.

3. Special watering required during daytime hours such as after over seeding, fertilization, during periods of extreme dryness or heat or during manual irrigation cycles shall be conducted in accordance with the following 39 criteria:

A. There shall be minimal drift onto private property or roadways caused from the wind.

B. There shall be irrigation personnel present at each location until watering cycle is completed.

4. Contractor shall respond within two (2) hours of any request by the Public Works Manager to turn on/off irrigation systems, particularly in respect to rainfall.

5. All damages resulting from under or over watering shall be repaired at the Contractor's expense.

Operation/Repair

1. The entire irrigation system, including all components from connection at meters, shall be maintained in an operational state at all times. This coverage shall include but not be limited to the following: all controllers and remote-control valves; gate valves, ball valves, and backflow devices; main and lateral lines; pumps; sprinkler heads; moisture sensing devices; and all related equipment. Contractor is required to notify the Public Works Manager of mainline failures within twelve (12) hours of occurrence.

2. Annual Backflow device testing shall include all backflow devices not only irrigation systems.

3. All irrigation systems shall be tested and inspected a minimum of once every week (excluding Saturday and Sunday) and a written report shall be submitted biweekly in accordance with the schedule submitted at the start of the contract showing the location, day of week, and time of day that each system was tested. Any changes shall be submitted for approval prior to enactment. Failure to inspect irrigation systems within the required timeframes shall result in a performance deduction.

4. All systems shall be adjusted in order to:

A. Provide adequate coverage of all landscape areas.

B. Prevent runoff and/or erosion.

C. Prevent watering roadways, facilities such as tennis, basketball or 40 handball courts, walkways, trails, fences, and private property.

D. Match precipitation rates.

E. Limit evapotranspiration loss using State of California ET area ratings.

F. Limit hazardous conditions.

G. Contractor will adjust or clean as necessary all sprinkler heads, quick couplers, or valves to continue operation of maximum efficiency and performance.

H. Sprinkler heads shall be kept clear of overgrowth, which may obstruct maximum operation. Chemical edging around turf heads will not be permitted. Raising heads or lowering grade and reseeding are options to keeping head height in the correct position for maximum effectiveness.

I. Contractor will keep system in adjustment by valve or head adjustment to keep all systems operating at manufacturer's recommended operating pressures. This shall be accomplished by valve throttling and pressure gauging. At all times, the valves should be throttled so as to prevent sprinkler heads from fogging, allowing droplets for effective watering. At any time, Public Works Manager may request a coverage test to evaluate proper settings, timing, usage, or maintenance of system.

5. All system malfunctions, damage, and obstructions shall be recorded, and timely corrective action taken.

6. In addition to weekly testing, all irrigation systems shall be tested and inspected as necessary when damage is suspected, observed, or reported; daily if necessary.

A. Repair malfunctioning controllers, quick couplers, manual or automatic valves and sprinkler heads within twelve (12) hours of receipt of written notice.

B. Correct deficient irrigation systems and equipment as necessary following notification from the Public Works Manager. The Contractor 41 shall turn off irrigation systems immediately as directed during periods of rainfall and times when suspension of irrigation is desirable to conserve water while remaining within the guidelines of good horticulturally acceptable maintenance practices.

C. Once the City representative acknowledges the necessity to turn on the water once again, all controllers shall be activated within twelve (12) hours.

7. Adjustment, damage, and repairs shall be divided into the following categories and actions:

A. Any repairs made by the Contractor will be in accordance with the original details. At no time shall contractor install irrigation heads other than what is on-site at the time of inspection. (i.e.: Rainbird irrigation heads will not be installed where Hunter irrigation heads are the uniform irrigation head.) Failure to comply with this issue will result in a performance deduction issued once every day until mismatched irrigation heads are removed, and the proper heads are installed.

Contractor shall keep an adequate supply of replacement heads on repair vehicle at all times. Contractor shall make repairs immediately using “like” materials to maintain uniformity and to match application rates. Contractor shall replace, at his cost, any irrigation heads installed improperly or heads that do not match existing or “like” heads.

B. All sprinkler heads shall be adjusted to maintain proper coverage.

Adjustment shall include, but not be limited to, actual adjustments to heads, cleaning and flushing heads and lines, and removal of obstructions. Costs for adjustment shall be included in costs for operation and maintenance of the irrigation system.

C. Repairs to the system caused by conditions under which the Contractor does not have direct control shall be done by others or paid for by the City. Repairs under this category shall be "extra work" and are as follows:

1. Theft (missing heads)

2. Storm damage

3. Damage by others

4. Malfunctions to automatic controller, remote control valves, or 42 pressure lines.

D. Damage and repairs shall be divided as follows:

1. Minor repairs shall include, but not be limited to, all irrigation components from, and including, the valve to lateral line and heads/emitters, replacement of adjusting pins, friction collars, washers, trip assemblies, tubing, and other small parts. The cost for minor repairs shall be included in the costs for operations and maintenance of the irrigation system.

2. Major repairs shall include all items before the automatic control valve including but not limited to backflow devices, pressure regulators, and mainline control wire (except as previously noted).

The cost for major repairs, except as noted, will be considered extra services based on the contract labor and unit cost.

E. Repairs to the irrigation system shall be completed within 12 hours after approval of the Irrigation Materials Request Form by Public Works Manager for major component damage such as broken irrigation mainlines.

F. Contractor shall be responsible for adjusting height of sprinkler risers necessary to compensate for growth of plant material. If pop-ups are used, adjust pop-up height, and do not convert to a riser.

G. Work performed by the Contractor and paid for as extra work will be guaranteed for a period of one year by the Contractor.

H. Until the ground cover plantings are established, care shall be exercised to minimize silting of walks from soil erosion by the use of proper irrigation programming. The Contractor shall use repeat cycles to eliminate run-off.

I. Contractor shall pay for all excessive utility usage due to failure to repair malfunctions on a timely basis or unauthorized increases in the frequency of irrigation. Costs will be determined from comparisons of usage with historical usage for the same time period. Costs to be deducted from monthly payments will be presented to the Contractor 43 by the City.

J. The Public Works Manager will conduct spot inspections to check the accuracy of the Contractor's maintenance reports. If discrepancies are found, the Contractor will have twenty-four (24) hours to correct problems. While the Contractor is correcting problems in unsatisfactory areas, the specified level of service will be maintained in all other aspects of this Contract.

K. The Contractor shall adjust sprinkler heads and valve boxes to the level of the ground surface as necessary or when instructed by the Public Works Manager.

L. Control valves, sprinklers, and direct burial control wires shall be located and repaired by the Contractor.

M. The Contractor shall be responsible for properly removing control clocks needing repair, marking station wires, delivering clocks for repairs to a City-approved repair facility, and reinstalling the control clock with station wires in the original order as found. If repairs encountered will take more than two working days to correct, a temporary controller, supplied by the Contractor, will be installed by the Contractor until the permanent controller can be repaired.

N. When sprinkler systems are out of service due to the Contractor's neglect, the Contractor shall be required to water by hand or other means in accordance with plant and vegetation needs. This shall not be an extra labor charge.

O. When rain occurs or is in the forecast with some certainty, all sprinkler system controllers shall be turned off by the Contractor's personnel. The Contractor will notify the City before the turn-off process starts and when the turn-off process is completed. The Public Works Manager will confer with the Contractor when the sprinkler system controllers are to be turned back on.

P. The Contractor shall be held responsible for damage done to sprinkler heads and valves due to careless operation of vehicles and lawn 44 mowers.

Q. Monthly water meter readings are required to be provided to the City by the 10th of the following month.

8. Personnel
A. The Contractor shall provide personnel fully trained in all phases of landscape irrigation system operation, maintenance, adjustments, and repair; in all types of components to include irrigation 34 controllers, valves, moisture sensing devices, and sprinkler heads; and with all brands and models of irrigation equipment used within the City.

B. The Contractor shall provide personnel knowledgeable of, and proficient in, current water management concepts, with the capability of working with City staff in implementing more advanced water management strategies.

C. The Contractor shall provide personnel capable of verbal and written communication in a professional level of English.

9. Materials
A. All replacement materials are to be with original types and models unless a substitute is approved by the Public Works Manager.

B. Contractor shall maintain an adequate inventory of medium to high usage stock items for repair of the irrigation systems.

C. Contractor shall implement repairs in accordance with all effective warranties, and no separate payment shall be made for repairs on equipment covered by warranty.

D. The cost for all irrigation repairs shall be controlled via the unit bid price for extraordinary irrigation repairs.

E. All materials are to be new and identical to existing materials, unless directed otherwise by the Public Works Manager.

10. Invoicing
A. Irrigation Repair Invoices shall be organized according to controller 45 number and submitted on a weekly basis to reflect work carried out via the irrigation management sheet.

11. Water Management
A. All systems shall be programmed weekly and/or as needed to maintain healthy plant material and landscape.

B. All program changes shall be recorded on an Irrigation Management Form.

C. Water meter reading for each system shall be submitted on a monthly report the first working day of each month.

D. The watering schedule will be established and programmed by the Contractor's landscape maintenance supervisor. Application rates will be based on the amount the planting areas are capable of receiving without excessive run-off. The irrigation system schedule shall be monitored and adjusted accordingly to maintain an efficient use of water being applied.

E. In determining rates of application, soil type, topography, and weather conditions will be taken into consideration. The project sites are equipped with an automatic system which provides for repeat 35 cycles, applying water over shorter periods of time that will allow for proper infiltration and thereby minimize run-off.

F. The irrigation system will be physically inspected a minimum of once per week (excluding Saturday and Sunday) to keep the system operating at an optimum level of efficiency.

G. Particular observation shall be paid to all slope areas which will, by physical nature, provide for greatest potential run-off.

H. Contractor will be responsible for hand watering any areas not provided with an irrigation system.

I. In those areas where a drip/water saver system is used, the Contractor will be required to hose off or wash dust/soot off plant material biweekly or more often if required to prevent plant damage. 46 J. Contractor will submit to the Public Works Manager a copy of the irrigation schedule for each controller.

K. Contractor will be expected to use minimal amount of water in all areas but maintain healthy plant growth.

L. Where moisture sensing devices are used, a continual monitoring will be made to assure units are functioning properly. If malfunction is noted, the Public Works Manager will be notified immediately.

M. Automatic controllers will be kept locked at all times.

N. All non-stainless steel controller enclosures must be painted as needed to maintain a good appearance. Color will be determined by the Public Works Manager. New enclosures shall be made of stainless steel.

O. Contractor will maintain an active “site schedule” in each controller enclosure. Any changes made in the field or to the current program will be documented on the site schedule to ensure the most recent, active schedule is represented upon review by Public Works Manager.

Failure to comply with the scope of work for Irrigation System Maintenance shall result in a performance deduction of $500 per day per incident. Payment shall be for actual quantities completed for each maintenance area. Payment shall be made based on the unit bid price and actual quantities completed.

GUARANTEE AND/OR REPLACEMENT POLICY
Unit price for Guarantee and/or Replacement Policy shall be absorbed within other tasks and inclusive of the following task for every maintenance area included in this contract:

The contractor has the ultimate responsibility to ensure that all landscaping and turf grass is maintained in healthy and aesthetically pleasing condition. All new plant material and irrigation installations shall be guaranteed for a period of one 47 calendar year except due to "Acts of God", i.e., damage or death of plant material due to wind, storm, vandalism, theft, or other willful acts over which the maintenance contractor has no control. Existing plants shall be replaced by Contractor at the Contractor's expense, if it is determined by Public Works Manager that they died due to Contractor's negligence. All existing plant material that dies as a result of contractor negligence shall be replaced at the Contractor’s expense. All irrigation system components that fail or break as a result of contractor negligence shall be replaced by the contractor at his expense.

To maintain and uphold regulations and policy City staff will preform routine inspections every six (6) months.

GENERAL PROVISIONS
Unit price for General Provisions shall be absorbed within other tasks and inclusive of the following task for every maintenance area included in this contract:

Minimum Staffing Requirements
Contractor shall provide adequate staffing levels to service this contract to ensure, maintenance activities are completed according to the schedule intervals required herein. If contractor falls behind schedule additional staff will be required at contractor’s expense to ensure schedules are adhered to. The City requires that the contractor provide one full-time (1) irrigator and one full-time (1) irrigation assistant. The City requires that the contractor provide four full-time (4) median/weed abatement crew maintenance workers and four full-time (4) mow crew workers to provide service throughout the City.

Completion of Extra Work
Contractor must utilize separate crews to provide all extra work activities.

Contractor may not use regular maintenance crews for extras. Regularly scheduled maintenance work shall be completed in conjunction with extra work and cannot be postponed in order to complete extra work. Failure to comply with this requirement shall result in a $500 performance deficiency deduction per incident.
48 Engineered Wood Fiber/ Playground Chips

1. All areas should be kept weed free on a daily basis.

2. All areas should be kept trash and debris free on a daily basis.

3. If at any time, due to inclement weather or other causes, the Engineered Wood fiber areas become flooded and there is standing water, it will be the contractor’s responsibility to remove water immediately.

4. No foreign debris (sand, soil, etc.) should be allowed to mix with engineered wood fiber surfacing.

Rubberized Surface Areas

1. All areas shall be maintained weed free on a daily basis.

2. All areas shall be kept trash and debris free on a daily basis.

3. All areas shall be cleaned daily. Method of cleaning to be determined by the Public Works Manager IE: water, broom, gas blower, pressure washer etc. Any damage to rubber playground surfaces must be reported to the Public Works Manager immediately.

Hard Surface Areas

1. These areas shall include concrete sidewalks, tennis courts, handball courts, basketball courts, bicycle trails, A.C. walkways, etc.

2. All areas shall be swept weekly to remove all deposits of silt and/or sand.

Hazardous materials and substances will be removed immediately.

3. All areas shall be inspected daily (rainy days included) and maintained in a neat, clean, and safe condition at all times.

4. Cracks and crevices shall be kept free of weeds at all times. Expansion joint compound sealer shall be used to fill any gaps found. Contractor will be required to paint any sidewalk trip hazards in fluorescent orange or white paint immediately when discovered.

5. Once a week all areas shall be thoroughly cleaned by sweeping, blowing or pressure washing as needed.

6. Special emphasis shall be placed on chemical edging along these asphalt trails to prevent damage by vegetation. All such damage shall be repaired at the Contractor's expense.

General Facility Operations

1. All drinking fountains shall be kept clean and operational at all times.

2. Minor repairs, including but not limited to, unclogging drains, replacing 49 damaged or broken parts, shall be included in the bid price for these services.

3. All repairs shall be completed within twenty-four (24) hours after damage is reported or noticed.

4. Every instance of damage shall be reported to the Public Works Manager in writing

5. Should damage be repetitive, the Public Works Manager will evaluate replacement with a more damage resistant model through extra work or separate action.

6. All sidewalk areas abutting maintained areas shall be cleaned when dirtied by Contractor's operations and at other times as required.

7. All leaves, paper, and debris shall be removed from landscaped areas and disposed of off-site daily.

8. All security and sports area lighting shall be inspected weekly, and damaged or malfunctioning equipment shall be reported to the Public Works Manager.

9. At no time will Contractor be allowed to blow grass cuttings/debris into public streets or gutters without being swept or vacuumed clean. Debris generated from adjacent maintained landscape areas shall be the responsibility of the Contractor to remove, (i.e., sidewalks, streets, gutters).

PEST CONTROL / GOPHER CONTROL
IPM methods shall be used to the extent possible to remove and exterminate rodents, insects and other pest.

Carbon Monoxide Sprayer is to be utilized for the extermination of Gophers, moles, burrowing rodents or other pests.

The Contractor shall furnish all supervision, labor material and equipment necessary to accomplish the monitoring, assessment, trapping and other nonchemical methods, pest proofing, pesticide application, and pest removal components of the IPM program.
50 EXHIBIT B

IPM POLICY FOR THE CITY OF STANTON
51 INTEGRATED PEST MANAGEMENT (IPM) POLICY & IMPLEMENTATION

GUIDELINES

FOR THE CITY OF STANTON
*GENERAL IPM POLICY:

For the last 55 years, the trend in pest management has increasing relied on synthetic chemical pesticides. The result has been not only a tremendous increase in the use of many dangerous chemicals, but also an increase in the number of pests that are resistant to the pesticides or new organisms becoming pests. Additionally, some pesticides used for terrestrial pest management have been found in waterways causing problems in the aquatic environment.

Pest control managers are now moving away from their reliance on pesticides alone toward an integrated approach that combines limited pesticide use with more environmentally friendly pest control techniques. This system is known as integrated pest management (IPM), a strategy that focuses on the long-term prevention of pests or their damage through a combination of techniques, including preventative, cultural, mechanical, environmental, biological, and chemical control tactics (Figure 1). The techniques are utilized simultaneously to control pest populations in the most effective manner possible.

Developing a comprehensive Integrated Pest Management (IPM) Program and approach allows us to focus on our primary efforts of pollution prevention. By monitoring and preventing pests as well as minimizing heavy pest infestations we can reduce the need for chemicals and/or multiple applications.

IPM programs utilize monitoring techniques and injury and economic thresholds to determine when to implement control strategies. Treatments are used only used according to established guidelines after monitoring indicates that such treatment is appropriate. Pest control materials are selected and applied in a manner that minimizes risks to human health, beneficial and non-target organisms and the environment.

The use of pesticides is often a measure of last resort. Because of this, the management guidelines for pesticide use are presented in a separate section immediately following the IPM guidelines. * Original language is contained in Orange County Drainage Area Management Plan, Section 5.5.2 Integrated Pest Management adopted in 2003.

Figure 1
52 Components of an Integrated Pest Management Program
Scope of IPM Policy and Implementation Plan
IPM practices are encouraged over the sole use of pesticides as the primary means of pest management (Table 1). As a part of the Municipal Activities Program Manual, the public agencies and their contractors should evaluate the non-chemical components of IPM before intensive use of pesticides.

The goal of IPM is not to eliminate all pests, but to keep their populations at tolerable levels.

Pesticides may be part of an IPM program, but they should only be used after the pests exceed established thresholds and only applied in the affected area (in the case of disease prevention, some modifications may be allowed). In general, all pest control strategies should be those that are least disruptive to biological control organisms (natural enemies), least hazardous to humans and the environment (including non-target organisms), and have the best likelihood of long-term effectiveness.

Identification Pest Control Tactics
53 Table 1. Advantages and Disadvantages of a Pesticide-Based Program versus an IPM-Based Pest Control Program
Pesticide Based Pest Control IPM Based Pest Control
Advantages Disadvantages Advantages Disadvantages
Quick suppression of
pests
Not long-term Long-term control It may take longer to see results
Pest control is
reactive
Can be proactive in
pest control actions
Must establish thresholds
Loss of natural
controls.

Reduces disruption
of natural enemies
Often get outbreaks
of other pests
Pesticides can be
used (only used as
last resort).

Must have knowledge of
pesticides and their effects
on other organisms.

Labor is only for
spraying
Extra work in
cleanup
Staff becomes more
knowledgeable of
pests and injury
symptoms
Labor is required for
monitoring and regular
scouting
Training is required to identify
pests and natural enemies.

Not much preparation or
follow-up needed
Need a PCA
recommendation
Pest management
is more organized
Must maintain a recordkeeping system.

Pesticide safety
issues for
applicators, public,
animals
Less exposure to
pesticides
More pesticides in
environment
Safer to the
environment
Contamination of
water bodies from
runoff
Reduces
contamination from
runoff
54 Pesticides should not be applied until pests are approaching damaging levels. Because this requires early detection of the pests, monitoring on a regular basis is extremely important and should also be used to determine if natural enemies are present and adequately controlling the pest. If possible, a person should be trained and assigned to scout the sites on a regular basis.

Components of an IPM Program
An IPM program is a long-term, multi-faceted system to manage pests (Figure 1). Use of pesticides is a short-term solution to pest problems and should be used only when the other components fail to maintain the pests or their damage below an acceptable level. Successful IPM practitioners are knowledgeable about the biology of the plants and pests and successful IPM programs primarily use combinations of cultural practices as well as a combination of physical, mechanical and biological controls.

Pest Identification
It is important to learn to identify all stages of common pests at each site. For example, if you can identify weed seedlings, you can control them before they become larger and more difficult to control and before they flower, disseminating seeds throughout the site. It is also important to be sure that a pest is actually causing the problem. Often damage such as wilting is attributed to root disease but may actually be caused by under watering or wind damage.

Prevention
Good pest prevention practices are critical to any IPM program, and can be very effective in reducing pest incidence. Numerous practices can be used to prevent pest incidence and reduce pest population buildup such as the use of resistant varieties, good sanitary practices and proper plant culture. Examples of prevention include choosing an appropriate location for planting, making sure the root system is able to grow adequately and selecting plants that are compatible with the site’s environment.

Monitoring
The basis of IPM is the development and use of a regular monitoring or scouting program.

Monitoring involves examining plants and surrounding areas for pests, examining tools such as sticky traps for insect pests and quantitatively or qualitatively measuring the pest population size or injury. This information can be used to determine if pest populations are increasing, decreasing, or staying the same and to determine when to use a control tactic. Weather and other environmental conditions may also play a factor in whether a pest outbreak may occur so it is important to monitor temperature and soil moisture as well.

It is important to use a systematic approach when monitoring, for example you should examine leaves of a similar age each time you check for pests, rather than looking at the older leaves on some plants and younger ones on others. Randomly looking at a plant and its leaves does not allow you to track changes in pest population or damage over time.

It is important to establish and maintain a record-keeping system to evaluate and improve your IPM program. Records should include information such as date of examination, pests found, size and extent of the infestation, location of the infestation, control options utilized, effectiveness of the control options, labor and material costs.

Injury Levels and Action Thresholds
In order to have a way to determine when a control measure should be taken, injury levels and action thresholds must be set for each pest. An injury level is the level of unacceptable damage.

For example, the injury level for a leaf-feeding beetle may be set at 30% of the leaves being damaged. Action thresholds are the set of conditions required to trigger a control action. An example of this would be finding an average of 5 or more beetles on 10 shrubs in a location.

Action thresholds are set from previous experience or published recommendations and based on expected injury levels. Injury levels are often set by the public’s comments.

Pest Control Tactics
Integrated pest management programs use a variety of pest control tactics in a compatible manner that minimizes adverse effects to the environment. A combination of several control tactics is usually more effective in minimizing pest damage than any single control method. The type of control that an agency selects will likely vary on a case-by-case basis due to the varying site conditions.

The primary pest control tactics to choose from include:
• Cultural
• Mechanical/Physical
• Biological
• Pesticide
Cultural Controls
Cultural controls are modifications of normal plant care activities that reduce or prevent pests. In addition to those methods used in the pest preventions, other cultural control methods include adjusting the frequency and amount of irrigation, fertilization, and mowing height. For example, spider mite infestations are worse on water-stressed plants, over-fertilization may cause succulent growth which then encourages aphids, too low of a mowing height may thin turf and allow weeds to become established.
56 Mechanical/Physical Controls
Mechanical control tactics involve the use of manual labor and machinery to reduce or eliminate pest problems using methods such as handpicking, physical barriers, or machinery to reduce pest abundance indirectly. Examples include hand-pulling or hoeing and applying mulch to control weeds, using trap boards for snails and slugs, and use of traps for gophers.

The use of physical manipulations that indirectly control or prevent pests by altering temperature, light, and humidity can be effective in controlling pests. Although in outdoor situations these tactics are difficult to use for most pests, they can be effective in controlling birds and mammals if their habitat can be modified such that they do not choose to live or roost in the area. Examples include removing garbage in a timely manner and using netting or wire to prevent bird from roosting.

Biological Controls
Biological control practices use living organisms to reduce pest populations. These organisms are often also referred to as beneficials, natural enemies or biocontrols. They act to keep pest populations low enough to prevent significant economic damage. Biocontrols include pathogens, parasites, predators, competitive species, and antagonistic organisms. Beneficial organisms can occur naturally or can be purchased and released.

The most common organisms used for biological control in landscapes are predators, parasites, pathogens and herbivores.
• Predators are organisms that eat their prey (e.g. Ladybugs). • Parasites spend part or all of their life cycle associated with their host. Common parasites lay their eggs in or on their host and then the eggs hatch, the larvae feed on the host, killing it (e.g. Tiny stingless wasps for aphids and whiteflies). • Pathogens are microscopic organisms, such as bacteria, viruses, and fungi that cause diseases in pest insects, mites, nematodes, or weeds (e.g. Bacillus thuringiensis or BT).
• Herbivores are insects or animals that feed on plants. These are effective for weed control. Biocontrols for weeds eat seeds, leaves, or tunnel into plant stems (e.g. goats and some seed and stem borers).

In order to conserve naturally occurring beneficials, broad-spectrum pesticides should 57 not be used since the use of these types of pesticides may result in secondary pest outbreak due to the mortality of natural enemies that may be keeping other pests under control (Figure 2).

Figure 2
Example of Secondary Pest Outbreak Caused
By Use of a Broad Spectrum Insecticide
A. Aphids and mites controlled by predators B. After a broad spectrum spray for aphids, predators for mites and aphids are also
killed, resulting in an outbreak of mites
Aphid
predator
Mite predator
Aphid Mite
Pesticide Controls
Any substance used for defoliating plants, regulating plant growth or preventing, destroying, repelling or mitigating any pest, is a pesticide. Insecticides, miticides, herbicides, fungicides, rodenticides and molluscides are all pesticides. Anything with an EPA or DPR registration number on the label is a non-exempt pesticide.

Pesticides should only be used when other methods fail to provide adequate control of pests and just before pest populations cause unacceptable damage. The overuse of pesticides can cause beneficial organisms to be killed and pest resistance to develop. When pesticides must be used, considerations should be made for how to use them most successfully. Avoid pesticides that are broad-spectrum and relatively persistent since these are the ones that can cause the most environmental damage and increase the likelihood of pesticide resistance. Always choose the most specific but least toxic to non-target organisms method.

In addition, considerations should be given to the proximity to water bodies, irrigation schedules, weather (rain or wind), etc. that are secondary factorsthat may result in the pesticide being moved off-site into the environment. Consideration should be made of the temporary loss of use of an area (application in a park may result in the area being sectioned off) IMPLEMENTIONGUIDELINES:
58 Enter Designated IPM Contact Information in Box Below:

City of Stanton Director of Public Works
[email protected], 714 379-9222
Personnel responsible for the care and maintenance of facilities under the City of Stanton agree to implement a suite of basic integrated pest management procedures selected from the following five main components of an IPM program:

I) Prevention
II) Pest and Symptom Identification
III) Monitoring for Pests and Problems
IV) Action Thresholds and Guidelines
V) Selection of Appropriate Management Methods(Control Tactics) The procedures seek to increase the long-term prevention and suppression of pest problems (insects, weeds, diseases, and vertebrates) with the minimum impact on human health, the environment, and non-target organisms. Emphasis is placed on improving cultural practices to prevent problems and utilizing alternative control measures instead of broad spectrum pesticides.

Information on the latest IPM information including management of new pests in the landscape is obtained from local UC Cooperative Extension Advisors, UC IPM Regional Advisor, or the Statewide UC IPM Web Site at www.ipm.ucdavis.edu.

I. PREVENTION
A. Landscape Design Procedures (a minimum of three must be selected) Drainage, soil characteristics, water quality and availability are considered during plant selection.

Sun exposure, heat, and high temperature conditions are considered during plant selection.

Adequate space is allowed for root growth, especially trees.

Nursery stock is inspected and rejected if not healthy (injuries, diseased, circling 59 roots/potbound, poor staking and/or pruning).

Pest resistant species and cultivars are selected.

Plants with similar growth characteristics and irrigation requirements are grouped together.

Landscape design matches available irrigation technology to avoid excess water use and to minimize surface runoff.

B. Site Preparation and Planting Procedures (a minimum of three must be selected) Assess soil drainage properties and improve compacted soils prior to planting.

Conduct a soil analysis to determine chemical and physical properties of the existing soil and then add appropriate amendments such as organic matter.

Ensure irrigation is installed as designed in order to avoid poor uniformity once plants are in place.

Follow proper planting procedures for particular plant species to avoid planting too deeply or too shallow.

Nursery tree stakes are removed at planting and replaced with staking that allows trunk to flex; removing these stakes after 1 to 1.5 years.

Utilize a soil probe or other soil moisture measurement device to monitor soil moisture levels in existing root ball and surrounding soil during establishment period.

C. Water Management (a minimum of three must be selected) Plants are examined weekly for symptoms of water stress and to assist in determining irrigation scheduling.

Monitor soil moisture with a soil probe or soil moisture sensors to assist in scheduling irrigation.

Utilize evapotranspiration (ET) data or ‘smart’ clock technology to schedule irrigation.

Cyclic irrigation (short-multiple run times) is employed to minimize surface runoff.

Utilize low precipitation sprinklers or low-volume systems to reduce surface runoff.

Systems are inspected monthly to check for leaks, broken pipes, and clogged or broken 60 sprinkler heads.

Adjust sprinklers to avoid application of water directly to the trunk of trees (can promote disease) or on to concrete surfaces where it can enter storm drains.

Establish a hotline or email or other dedicated method where citizens can report leaks and broken sprinkler heads
D. Fertilizing Procedures (a minimum of three must be selected) Fertilize only when plants are actively growing to avoid nutrient losses below the root zone.

Fertilizer is not applied within 48 hours of a rain event to avoid losses below the root zone and in surface runoff.

Soil analyses are conducted in order to determine existing nutrient levels in the soil prior to fertilizing.

Turf grass fertilizer maintenance schedules are based on UC recommendations found online at UC Guide for Healthy Lawns.
http://www.ipm.ucdavis.edu/TOOLS/TURF/MAINTAIN/fertilize.html Sports turf grass fertilizer maintenance guidelines are based on UC recommendations found in Establishing and Maintaining the Natural Turf Athletic Field (UCR ANR Publication Number: 21617).

Overfertilization, especially of trees and shrubs, is avoided to ensure plant growth is not excessively succulent making it more susceptible to pest infestations.

Off-target fertilizer applications or spills are cleaned up immediately by sweeping up and applying to landscape or turf or replacing in spreader or bag to ensure material does not enter storm drains.

E. Pruning Procedures (a minimum of three must be selected) Damaged or diseased wood is regularly pruned from landscape plants.

Trees are pruned according to standards set forth by a professional tree care organization such as the International Society of Arboriculture.

Replace plants too large for a space instead of pruning them severely.

Unnecessary pruning is avoided as wounds are entry sites for decay and disease 61 organisms.

The age and species of the plant is taken into account when determining the time of year to prune. For example, eucalyptus should be pruned in December and January when longhorned beetles are not active.

Tree height reduction is discouraged. When deemed necessary by a licensed arborist, the crown reduction method approved by a professional tree care organization is utilized.

Topping is never done to reduce tree size. NO TOPPING OR 'HAT RACKING' IS PERMITTED.

II. PEST AND SYMPTOM IDENTIFICATION
A. Insects, Mites, and Snails and Slugs (a minimum of three must be selected) Field personnel are trained to recognize basic pests found in the landscape in the following groups: insects, mites, and mollusks.

A licensed Pest Control Adviser is on staff or hired to properly identify a pest and the symptoms caused by the pest.

Field personnel are trained to utilize disease life cycles to apply treatments when the organism can be controlled most effectively.

Field personnel are trained to distinguish between beneficial insects and actual pests found in the landscape (e.g. parasitizing wasps)
Unknown samples are submitted to the Orange County Agricultural Commissioner for identification by the county entomologist or plant pathologist.

Abiotic or nonliving factors (wind, sunburn, air pollution, etc…) are considered as possible causes of observed symptoms as well as biotic (living) factors.

B. Weeds (a minimum of one must be selected)
Field personnel are trained to identify common weeds in the landscape.

Field personnel are trained to utilize weed life cycles to properly control weeds such as controlling crabgrass utilizing a pre-emergent herbicide applied in mid- January.

A licensed Pest Control Adviser is on staff or contracted to properly identify the pest.

C. Diseases (a minimum of one must be selected)
Field personnel are trained to recognize common diseases or their signs/symptoms in the 62 landscape.

Field personnel are trained to utilize disease life cycles to apply treatments when the organism can be controlled most effectively.

Field personnel are trained to recognize the difference between biotic and abiotic problems.

Field personnel are trained to understand how common diseases are spread throughout the landscape.

Disease signs and symptoms are sampled and submitted to the Orange County Agricultural Commissioner for identification by the county plant pathologist.

A licensed Pest Control Adviser is on staff or contracted to properly identify the pest.

Photographs of disease signs and symptoms are taken and compared to reference guides such as UC IPM’s Pests of Landscape Trees and Shrubs.

D. Vertebrates (a minimum of one must be selected)
Field personnel are trained to recognize vertebrate pests and the damage they cause in the landscape.

Field personnel are trained to utilize vertebrate behavior to properly control the pest most effectively.

At least one field staff member is trained in vertebrate baiting and trapping.

A licensed Pest Control Adviser is on staff or contracted to properly identify vertebrate pest.

III. MONITORING FOR PESTS AND PROBLEMS
A. Insect/Mollusk Monitoring Procedures (a minimum of three must be selected) Visually inspect plants for insects, mites, snail and slug damage at least monthly; recording results utilizing a method conducive to tracking changes and easy recall of data.

Yellow sticky traps are utilized to assess populations of insects.

Insects are dislodged from plants by shaking over a collection surface usually consisting of a clipboard with a white sheet of paper.

If available for a particular insect, pheromone-baited traps are utilized. 63 Soil-dwelling turf insects are brought to the surface for monitoring by flushing a specific area of soil (i.e. 2’ x 2’ grid) with plain water or a soapy water mixture.

The amount of honeydew (aphids) and frass (caterpillars) present is utilized as an indicator of population levels.

B. Weed Monitoring Procedures (a minimum of two must be selected) Landscapes are inspected at least 4 times a year (early winter, early spring, summer and early fall) for weeds in order to determine if and when a weed problem exists.

Utilize site surveys to record the location, date, and severity of weed problem; recording results utilizing a method conducive to tracking changes and easy recall of data.

Count and record the number of weeds encountered at periodic intervals (e.g. every 1 to 2 feet) along a straight line transecting a landscapes area or within a selected area, for example 4 sq. ft. samples done in random places in a bed or turf area.

C. Disease Monitoring Procedures (a minimum of two must be selected) Landscapes are regularly checked for conditions, such as overwatering and injuries, which promote disease.

Landscapes are checked monthly, at a minimum, for disease symptoms and signs. Disease prone plants are checked more frequently.

Records are kept utilizing a method conducive to tracking changes and easy recall of data of each landscape inspection noting, date when disease signs and symptoms were first noticed and the current environmental conditions and soil moisture levels.

D. Vertebrate Monitoring Procedures (a minimum of two must be selected) Landscapes are regularly inspected for vertebrate presence either by damage caused by animal, actual animal sightings, and/or droppings.

Records are kept of the absence or presence of actual vertebrates, the damage caused, and/or the presence or absence of droppings.

Maps are created and updated at least twice a year, recording area of high vertebrate damage or signs (such as gopher mounds).

IV. ACTION THRESHOLDS AND GUIDELINES
A. Insect/Mollusk Thresholds and Guidelines (a minimum of one must be selected) 64 Insect tolerance levels are established based on the public’s acceptance of damage to the landscape or a certain level of nuisance pests (i.e. ants), the actual plant species in the landscape, and long-term monitoring and knowledge of pests causing the damage.

Thresholds are based on levels where reasonable control of the pest can be achieved with minimum impact on the environment.

Insect monitoring records are utilized to establish threshold levels for the implementation of control strategies. For example, the threshold for the presence of aphids on a rose garden at City Hall is low, while in a native shrub border it might be considerably higher.

B. Weed Thresholds and Guidelines (a minimum of one must be selected) Weed tolerance levels are established based on public safety or the public’s acceptance and the resources available to manage the landscape at that level.

Weed monitoring records are utilized to rank the percentage of the landscape area infested (none, light, moderate, heavy, or very heavy) with weeds.

Public areas are ranked according to high, medium, or low level of weed control and management conducted according to levels set for each rank (see Appendix A) C. Disease Thresholds and Guidelines (a minimum of one must be selected) Disease tolerance levels are established based on the public’s acceptance and the resources available to manage the landscape at the level required.

Disease monitoring records are utilized to establish threshold levels for the implementation of control strategies. For example, the threshold for the presence of powdery mildew on roses at City Hall is much lower than the threshold for its presence on Euonymus in a parking lot at a city sports park.

D. Vertebrate Thresholds and Guidelines (a minimum of one must be selected) Vertebrate tolerance levels are established based on public safety, the public’s acceptance and the resources available to manage the landscape at the level required.

Vertebrate monitoring records are utilized to establish threshold levels for the implementation of control strategies. For example, the threshold for the presence of gopher mounds in a sport field is zero, while in a native shrub border it might be two before a trapping strategy is implemented.

V. SELECTION OF APPROPRIATE MANAGEMENT METHODS
65 A. Insect/Mollusk Management Methods
Cultural/Mechanical/Physical Control Methods (a minimum of three methods must be selected)
Sticky barriers are applied to trunks of trees and large shrubs to prevent ants and other wingless invertebrates from plant canopies.

Small insect infestations are removed by pruning infested plant parts.

Copper bands are installed around base of trees or planting areas where snail and slug infestations are prevalent.

Plant canopies are thinned to increase light penetration to expose certain soft- bodied insects (soft-scale) as well as snails and slugs to heat.

Strong streams of water are used to dislodge insects such as aphids and whiteflies, from leaves.

Avoid use of plants that snails and slugs use for shelter.

Avoid irrigating between 5pm and 5am when moisture remains on plant material for several hours.

Biological Control Methods (a minimum of one method must be selected) Persistent broad-spectrum pesticides are avoided, especially if biological control of an insect has been established by UC researchers. Examples include parasitoid wasps controlling Eugenia Psyllids, Giant Whitefly, and Ash Whitefly.

Natural predators (beneficial insects) are augmented with purchases of additional predators from commercially available resources.

Pesticide Control Methods (a minimum of five methods from must be selected) The most selective, rather than broad-spectrum, pesticide is used If available for controlling a particular insect, biological and botanical pesticides are selected
Insecticidal soaps are utilized to control infestations of soft-bodied insects such as aphids, thrips, and immature scales.

Horticultural oils (neem oil and narrow-range refined oils) are utilized to control infestations of soft-bodied immature and adult insects such as aphids, scales, and 66 whiteflies.

Pesticides are only utilized when the potential for impacts to the environment, especially water quality, are minimized.

Equipment is calibrated prior to the application of the insecticide to avoid excess material being applied to the landscape environment.

Applicators are trained to not apply pesticides to hard surfaces and to not allow any pesticide to enter the storm drain system
Spot treatments are utilized rather than broadcast methods Insecticide/fertilizer combinations are only used if appropriate timing for BOTH the insecticide application and the fertilizer application.

B. Weed Management Methods
Cultural, Mechanical, and Physical Control Methods (a minimum of three methods must be selected)
Timers are set to avoid overwatering as weeds establish in areas where soil moisture is excessive.

Drainage is managed to avoid wet areas.

Weeds are removed from a site prior to planting.

Mower height is adjusted to turf species and time of year.

Mower is washed after mowing a weedy site.

Hand-pulling, mowing, trimmers/brushcutters, flaming, hoeing, and rototilling around landscape plants are the main methods utilized to control annual weeds and young perennial weeds.

Soil solarization is utilized to control some annual and perennial weed species.

Bare soil areas are covered with a thick layer of mulch to suppress weeds and conserve soil moisture.

Soil, mulch, and plant material is weed-free before it is introduced into the landscape.

Pesticide Control Methods (a minimum of three methods must be selected) Spot treatments are utilized rather than broadcast methods. 67 Herbicide/fertilizer combinations are only used if appropriate timing for BOTH the herbicide application and the fertilizer application.

Herbicides are utilized according to established thresholds(see Appendix A).

Organically acceptable herbicides (shown to be effective through science-based research) are used where appropriate.

Herbicides are applied to the stage of weed growth most susceptible to the chemical.

Equipment is calibrated prior to the application of the herbicide to avoid excess material being applied to the landscape environment.

C. Disease Management Methods
Cultural, Mechanical, and Physical Control Methods (a minimum of three methods must be selected)
Prune out and dispose of localized areas of diseased plants.

Pathogen-infested plant parts are removed from the soil surface area to reduce certain pathogens (e.g. Camellia Petal Blight).

Pruning tools are sterilized (e.g. a diluted bleach solution) between plants to prevent the spread of pathogen to other plants.

Proper irrigation and fertilization are maintained to prevent plant stress, water- logging, and subsequent susceptibility to disease.

Soil solarization is utilized to control soil pathogens in annual beds where it is most effective.

Mulch is kept at least 6” from base of plants to avoid excessive moisture around crown possibly resulting in crown rots and is no deeper than 4” Replace disease-prone plants with non-susceptible species.

Pesticide Control Methods (a minimum of two methods must be selected) Preventative fungicides and bactericides are only used where diseases can be predicted from environmental conditions and applied prior to infection or the appearance of symptoms.

Synthetic fungicides are used sparingly in the landscape and only in high visibility areas in order to minimize development of resistance.
68 Organic fungicides and bactericides are utilized in combination with cultural, mechanical, and physical control methods in order to improve their effectiveness.

Copper-based fungicides are only utilized in situations where its entry into surface runoff and storm drains is virtually impossible and after consultation with PCA and IPM coordinator.

Mycopesticides, commercially available beneficial microorganisms, are used where appropriate.

Fungicides classes are rotated to avoid resistance.

D. Vertebrate Management Methods
Cultural and Physical Control Methods (a minimum of two methods must be selected)
Groundcovers are maintained such that they do not harbor rats. Shrubs pruned at least 1 foot from the ground (rats).

Sources of drinking water removed (leaky faucets, puddles).

Trash cans have lids and are emptied daily (rats).

Screens or other barriers installed under structures that have a space between soil and floor (rabbits).

Habitat modification, based on pest biology is used to reduce shelter.

Trapping is used for gophers when safe and practical.

Kill traps used for ground squirrels and rabbits, are checked daily, and in places not accessible by children or non-target animals.

Gas cartridges are used for ground squirrels according to UC recommendations.

Pesticide Control Methods (a minimum of two methods must be selected) Anti-coagulant baits are used and applied according to label and UC recommendations.

Bait is applied in a manner that non-target animals do not access to it.

Restricted use rodenticides, aluminum or zinc phosphide, are used only after applicator has been trained for that product or only by a wildlife management contractor. 69 VI. GENERAL PESTICIDE MANAGEMENT PRACTICES
(all practices listed below must be selected)
Restricted use pesticides are only used when no other alternatives are practical.

If pesticides are necessary, CAUTION-labeled pesticides are considered before more toxic alternatives.

Only small quantities of pesticides are purchased eliminating the need for stockpiling.

MSDSs are regularly updated to reflect new pesticides or label changes to pesticides in storage.

Appendix A
Ranking public areas for weeds (or other pest) management:

Areas ranked as HIGH may include areas that the public sees and expects to be well- maintained.

Examples are entrances to public buildings such as city hall and libraries.

These areas are allowed to use pesticides based on established thresholds.

Areas ranked as MEDIUM may include areas the public sees but does not expect a high level of maintenance. Examples are landscaped areas away from the entrance, recreational and picnic areas. These areas can tolerate a higher lever of weeds.

These areas are allowed to use pesticides but the threshold is much higher and pesticides are used infrequently and only after consultation with IPM coordinator.

Areas ranked as LOW may include areas the public rarely sees or does not expect a high level of maintenance. Examples are medians, landscaped areas in parking lots, wildlands.

These areas can tolerate a higher lever of weeds.

These areas are not allowed to use pesticides except in extreme cases and only after consultation with IPM coordinator.
70 EXHIBIT C

CITY LANDSCAPE AREA MAP

TO: All Contractors
FROM: Cesar Rangel, P.E., Public Works Director / City Engineer DATE: April 16, 2024
SUBJECT: ADDENDUM NO. 1 to the Citywide Landscaping Maintenance Services RFP
This Addendum No. 1 is being issued for the Citywide Landscaping Maintenance Services Request for Proposal (“RFP”).

The intent of this Addendum No. 1 is to include the following revisions, additions, and/or deletions shall hereby be made a part of the RFP documents.

Listed below are the questions / inquiries received and the City’s Responses:

1. Is it mandatory or suggested to have 10 staffed employees? Response: It is suggested. The Contractor shall use his/her best judgment regarding staffing to ensure that all work is completed in a timely manner and to the satisfaction of the City.

2. Does bi-weekly mean twice a week or twice a month?
Response: Twice a Month

3. Did the current contractor have any liquidated damages? Response: No

4. Request a list of ALL back flow devices quantity / make / model / size.

Response: Please see Attachment B.

5. Once awarded, how long of a transition to start?
Response: 10 working days.

6. Is it mandated to have an employee with a pesticide/herbicide license? Can a contractor have a 3rd party?
Response: No. Yes. Contractor shall ensure that the City is in compliance with Federal, State, and local pesticide/herbicide guidelines.

7. Deadline for bid drop off 4:00 AM?
Response: Proposals are due on Thursday, April 25th, 2024 at 4:00 PM at Stanton City Hall, the Department of Public Works and Engineering.

8. On the list price for the parks, Item 9 (Katella Avenue. Linear Park – 4 areas) 9535 – acres or linear feet? According to the minimum staffing requirements 2-full time irrigation, 4 full time mow crew, 4 full time detail crew, total 10 men, depends on the contractor price will be around $65,000 to $70,000. The City knows that the price will double what they pay now for approximately 26 acres of landscape?
Response: Item No. 9 Katella Avenue Linear Park (4 Areas) is approximately 9,535 sq. ft.

For any further information or clarification needed, please contact Scott Jensen via email at [email protected].

Confirmation of receipt of all addenda is part of the Proposal documents. Failure to acknowledge receipt of all addenda may cause a bid to be deemed non-responsive.

By:
________________
Cesar Rangel, P.E.

Public Works Director / City Engineer
Attachments:
(A) Sign In Sheet
(B) Back Flow Device Inventory

PREM_LOC LAST_TEST
_DT
TEST_M
ONTH
ITEM_ID BADGE_NBR MTR_SERIAL_NBR DESCR BFA LOCATION
10660 WESTERN STANTON,
CA 90680-2249
2/20/24 01/01

9434316948 B043930 8408748 Reduced
Pressure Wilkins
2" Backflow
Assembly
15' from meter behind fence.
10660 WESTERN

FP STANTON,
CA 90680
3/18/24 01/01

2392455870 23888 11247352 Double Check
Watts 3/4"
Backflow
Assembly
FP Bypass assembly
10660 WESTERN

IRR STANTON,
CA 90680
3/18/24 01/01

9827025375 A1509100725 53522639 Reduced
Pressure Febco
3" Backflow
Assembly
SW corner of parking lot
10660 WESTERN

FP STANTON,
CA 90680
2/20/24 01/01

2113971013 856930315 11247352 Double Check
Detector
Assembly Ames
6" Backflow
Assembly
Front - FP
8100 PACIFIC ST

FP STANTON,
CA 90680
3/18/24 01/01

9842000000 H011057 33547621 Double Check
Febco 3/4"
Backflow
Assembly
N side of building on Pacific
11432 BEACH BLVD

IRR STANTON,
CA 90680
3/18/24 01/01

4114520026 J033345 10013694 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
median, NO Orangewood
7800 KATELLA FP STANTON,
CA 90680-3123
2/21/24 01/01

0226887974 HC64887 20616702 Double Check
Wilkins 3/4"
Backflow
Assembly
BYPASS ON 6#1716F-NW SIDE BLDG.
7800 KATELLA STANTON,
CA 90680-3123
2/20/24 01/01

9974636605 J046279 211103638 Reduced
Pressure Febco
2" Backflow
Assembly
Stanton PK, S/ Comm Blding by parking structure
8100 PACIFIC ST

FP STANTON,
CA 90680
2/21/24 01/01

0942000000 N0710010724 33547621 Double Check
Detector
Assembly Febco
8" Backflow
Assembly
11822 SANTA PAULA &

IRR STANTON,
CA 90680
2/20/24 01/01

6522000000 H24062 232706570 Reduced
Pressure Febco
1" Backflow
Assembly

ON SANTA PAULA FOR COMMUNITY SERVICE

CENTER REAR OF

BUILDING
11100 CEDAR STANTON,
CA 90680
2/20/24 01/01

8002000000 J021446 8216811 Reduced
Pressure Febco
2" Backflow
Assembly

ORANGE CTY

SHERRIFF

11632 BEACH BLVDIRR STANTON,
CA 90680
2/21/24 01/01

0202000000 A251323 8398750 Reduced
Pressure Febco
1" Backflow
Assembly

MEDIAN, SO ORANGEWOOD,
#11

VILLAGE CENTER DR & BEACH

IRR (MEDIAN) STANTON,
CA 90680
2/21/24 01/01

2812766970 4602272 8439795 Reduced
Pressure Wilkins
2" Backflow
Assembly
NW corner of Beach & Valley Ctr in cage on Village
10686 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

3243845829 064351 8398754 Reduced
Pressure Febco
1" Backflow
Assembly
Median S/O Main
7910 KATELLA AVE
IRR STANTON, CA 90680-
3124
3/18/24 01/01

9002000000 3096251 8869877 Reduced
Pressure Wilkins
2" Backflow
Assembly
IN MEDIAN, 7910 KATELLA
AVE

11746 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

9102000000 A187605 19804995 Reduced
Pressure Febco
1" Backflow
Assembly

MEDIAN, NO BEVER,
#12

12776 BEACH BLVD

IRR STANTON,
CA 90680
3/18/24 01/01

4102000000 A145581 9061017 Reduced
Pressure Febco
3/4" Backflow
Assembly

MEDIAN, SO STANFORD,
#17

10953 DATE ST

IRR STANTON,
CA 90680
2/20/24 01/01

4406167637 J007861 8404821 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
NE corner of park in cage
8180 CERRITOS

IRR STANTON,
CA 90680
7/7/23 04/01

9470720316 4008885 222040559 Reduced
Pressure Wilkins
1" Backflow
Assembly

ON CERRITOS AT SIDEWALK
10832 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

1496714250 J107432 10020416 Reduced
Pressure Febco
1" Backflow
Assembly
Median N/O Central
11100 CEDAR FP STANTON,
CA 90680
2/21/24 01/01

4212000000 N31725 10013689 Double Check
Detector
Assembly
Wilkins 4"
Backflow
Assembly
10231 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

2002000000 A132228 8478479 Reduced
Pressure Febco
3/4" Backflow
Assembly

MEDIAN, SO STARR
#2

7730 KATELLA AVE

IRR STANTON,
CA 90680-
3/18/24 01/01

3002000000 3054708 222609333 Reduced
Pressure Wilkins
2" Backflow
Assembly
MEDIAN, 7731 EO KNOTT AVE, 6TH DEVICE, W OF
OAK

PACIFIC BETW COURT &

FRN STANTON,
CA 90680
2/20/24 01/01

7212000000 A58824 212655500 Reduced
Pressure Watts
2" Backflow
Assembly
N side of building on Pacific
11251 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

6735933554 J102333 9061019 Reduced
Pressure Febco
1" Backflow
Assembly
MEDIAN, NO PLAZA WAY, #9
11894 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

6980945633 107163 8841727 Reduced
Pressure Febco
1" Backflow
Assembly
Median SO Bever
11732 STANTON

IRR STANTON,
CA 90680
3/18/24 01/01

0258748212 AJA16916 3409506 Reduced
Pressure Wilkins
1" Backflow
Assembly

AT SANTA PAUL
10971 CHESTNUT AVE

IRR STANTON,
CA 90680
7/7/23 04/01

3158555214 J015254 8404934 Reduced
Pressure Febco
1 1/2" Backflow
Assembly

ON KATELLA S/E CORNER OF ALLEY
11521 STANTON

IRR STANTON,
CA 90680
2/20/24 01/01

9491906263 J004554 3409508 Reduced
Pressure Febco
1" Backflow
Assembly
S/O ORANGEWOOD ACROSS 11531 STANTON
12372 BEACH BLVD-

IRR STANTON,
CA 90680
2/21/24 01/01

6102000000 2198272 19804984 Reduced
Pressure Wilkins
1" Backflow
Assembly

MEDIAN, NO LAMPSON,
#16

11161 BEACH BLVD

IRR STANTON,
CA 90680
2/20/24 01/01

5842964278 J006049 211103594 Reduced
Pressure Febco
2" Backflow
Assembly
WO Beach Blvd. In Park
10894 DATE ST

IRR STANTON,
CA 90680-
2/20/24 01/01

1919844723 H014957 8863145 Reduced
Pressure Febco
1 1/4" Backflow
Assembly

FRONT OF PARK IN BOX
7800 KATELLA FP STANTON,
CA 90680-3123
2/21/24 01/01

7267194831 1716F 20616702 Double Check
Detector
Assembly
Wilkins 6"
Backflow
Assembly
City Hall-NW Side of Bldg
10952 CEDAR IRR STANTON,
CA 90680
2/20/24 01/01

9675160876 J011485 8404820 Reduced
Pressure Febco
2" Backflow
Assembly
WS of Park on Cedar in cage
10181 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

1002000000 689564 19804990 Reduced
Pressure Wilkins
3/4" Backflow
Assembly

MEDIAN, NO
STARR

11161 BEACH BLVD

IRR STANTON,
CA 90680
2/20/24 01/01

3465684775 2659573 211103594 Reduced
Pressure Wilkins
1 1/4" Backflow
Assembly
In park, locked cage next to 2" BFA
11401 COURT ST

IRR STANTON,
CA 90680
2/20/24 01/01

5212000000 2848677 8404765 Reduced
Pressure Wilkins
1 1/2" Backflow
Assembly
across from 11420 building
7139 KATELLA IRR STANTON,
CA 90680
2/21/24 01/01

6991000000 3054999 9053254 Reduced
Pressure Wilkins
2" Backflow
Assembly
MEDIAN, EO KNOTT, 2ND
DEVICE

8741 LOLA IRR STANTON,
CA 90680
2/20/24 01/01

5202000000 L2927 20012831 Reduced
Pressure Wilkins
4" Backflow
Assembly

HOLLENBECK
PARK

8181 CHAPMAN AVE

IRR STANTON,
CA 90680
7/7/23 04/01

1288949915 J005395 222040556 Reduced
Pressure Febco
1" Backflow
Assembly

BY SIDEWALK IN CAGE
7544 KATELLA IRR STANTON,
CA 90680
2/21/24 01/01

2654060612 3656723 9053253 Reduced
Pressure Wilkins
2" Backflow
Assembly
Median E of Western
8100 PACIFIC ST

IRR STANTON,
CA 90680
2/21/24 01/01

2942000000 J051868 9847295 Reduced
Pressure Febco
1" Backflow
Assembly
N side of Building on Pacific
10560 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

9939619208 4715538 8398755 Reduced
Pressure Wilkins
1" Backflow
Assembly
Median on Main
10972 ROSE IRR STANTON,
CA 90680
2/20/24 01/01

5945545822 J016390 8404922 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
In locked cage-alley @ Rose & Katella
7322 KATELLA IRR STANTON,
CA 90680
2/15/23 01/01

7006077044 ACC2720 9053257 Reduced
Pressure Wilkins
2" Backflow
Assembly
Median
11151 BEACH BLVD

IRR STANTON,
CA 90680
3/18/24 01/01

2136176828 J033324 8869933 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
Median S/O Katella
11100 CEDAR FP STANTON,
CA 90680
2/21/24 01/01

3212000000 3122289 10013689 Double Check
Wilkins 3/4"
Backflow
Assembly
7800 KATELLA IRR STANTON,
CA 90680-3123
2/21/24 01/01

3330584439 H12759 17371591 Reduced
Pressure Febco
1 1/4" Backflow
Assembly

CITY HALL BLDG SS
12640 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

2592968777 385574 10020412 Reduced
Pressure Wilkins
1" Backflow
Assembly
Median S/O Lampson
8312 BRIARWOOD ST

IRR STANTON,
CA 90680
2/20/24 01/01

9610517894 4053484 9053170 Reduced
Pressure Wilkins
2" Backflow
Assembly
10350 FERN STANTON,
CA 90680
9/8/23 04/01

5690968822 2230917 8926941 Reduced
Pressure Wilkins
2" Backflow
Assembly

ON FERN AT HARRY M DOTSON PARK IN CAGE
TO: All Contractors
FROM: Cesar Rangel, P.E., Public Works Director / City Engineer DATE: April 18, 2024
SUBJECT: ADDENDUM NO. 2 to the Citywide Landscaping Maintenance Services RFP
This Addendum No. 2 is being issued for the Citywide Landscaping Maintenance Services Request for Proposal (“RFP”).

The intent of this Addendum No. 1 is to include the following revisions, additions, and/or deletions shall hereby be made a part of the RFP documents.

Listed below are the questions / inquiries received and the City’s Responses:

1. Will the successful bidder be able to keep a 40-yard green waste container anywhere in the City?
Response: No. Contractor will be required to remove green waste from the sites. CR&R trash dumpsite is within City limits.

2. Will the successful bidder have an opportunity to inspect irrigation systems and provide an estimate prior to assuming full responsibility? Response: No.

3. Who is the current contractor?
Response: Venco Western, Inc.

4. What is the current monthly contract amount?
Response: $24,863 per month for landscape maintenance. Does not include backflow testing.

5. Are there any restrictions on chemicals to be used within the City? Response: No restrictions, as long as the City is in compliance with Federal, State, and local guidelines and restrictions.

6. How many backflows require annual testing?
Response: Backflow device list is provided in Attachment A.

7. Refer to Exhibit A / Scope of Service / Landscape Maintenance on page 33 and

34. Please provide the type of mulch required?
Response: Playground mulch, engineered wood fiber (EWF). NO rubber mulch.

For any further information or clarification needed, please contact Scott Jensen via email at [email protected].

Confirmation of receipt of all addenda is part of the Proposal documents. Failure to acknowledge receipt of all addenda may cause a bid to be deemed non-responsive.

By:
________________
Cesar Rangel, P.E.

Public Works Director / City Engineer
Attachments:
(A) Back Flow Device Inventory
PREM_LOC LAST_TEST
_DT
TEST_M
ONTH
ITEM_ID BADGE_NBR MTR_SERIAL_NBR DESCR BFA LOCATION
10660 WESTERN STANTON,
CA 90680-2249
2/20/24 01/01

9434316948 B043930 8408748 Reduced
Pressure Wilkins
2" Backflow
Assembly
15' from meter behind fence.
10660 WESTERN

FP STANTON,
CA 90680
3/18/24 01/01

2392455870 23888 11247352 Double Check
Watts 3/4"
Backflow
Assembly
FP Bypass assembly
10660 WESTERN

IRR STANTON,
CA 90680
3/18/24 01/01

9827025375 A1509100725 53522639 Reduced
Pressure Febco
3" Backflow
Assembly
SW corner of parking lot
10660 WESTERN

FP STANTON,
CA 90680
2/20/24 01/01

2113971013 856930315 11247352 Double Check
Detector
Assembly Ames
6" Backflow
Assembly
Front - FP
8100 PACIFIC ST

FP STANTON,
CA 90680
3/18/24 01/01

9842000000 H011057 33547621 Double Check
Febco 3/4"
Backflow
Assembly
N side of building on Pacific
11432 BEACH BLVD

IRR STANTON,
CA 90680
3/18/24 01/01

4114520026 J033345 10013694 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
median, NO Orangewood
7800 KATELLA FP STANTON,
CA 90680-3123
2/21/24 01/01

0226887974 HC64887 20616702 Double Check
Wilkins 3/4"
Backflow
Assembly
BYPASS ON 6#1716F-NW SIDE BLDG.
7800 KATELLA STANTON,
CA 90680-3123
2/20/24 01/01

9974636605 J046279 211103638 Reduced
Pressure Febco
2" Backflow
Assembly
Stanton PK, S/ Comm Blding by parking structure
8100 PACIFIC ST

FP STANTON,
CA 90680
2/21/24 01/01

0942000000 N0710010724 33547621 Double Check
Detector
Assembly Febco
8" Backflow
Assembly
11822 SANTA PAULA &

IRR STANTON,
CA 90680
2/20/24 01/01

6522000000 H24062 232706570 Reduced
Pressure Febco
1" Backflow
Assembly

ON SANTA PAULA FOR COMMUNITY SERVICE

CENTER REAR OF

BUILDING
11100 CEDAR STANTON,
CA 90680
2/20/24 01/01

8002000000 J021446 8216811 Reduced
Pressure Febco
2" Backflow
Assembly

ORANGE CTY

SHERRIFF

11632 BEACH BLVDIRR STANTON,
CA 90680
2/21/24 01/01

0202000000 A251323 8398750 Reduced
Pressure Febco
1" Backflow
Assembly

MEDIAN, SO ORANGEWOOD,
#11

8741 LOLA IRR STANTON,
CA 90680
2/20/24 01/01

5202000000 L2927 20012831 Reduced
Pressure Wilkins
4" Backflow
Assembly

HOLLENBECK
PARK

8181 CHAPMAN AVE

IRR STANTON,
CA 90680
7/7/23 04/01

1288949915 J005395 222040556 Reduced
Pressure Febco
1" Backflow
Assembly

BY SIDEWALK IN CAGE
7544 KATELLA IRR STANTON,
CA 90680
2/21/24 01/01

2654060612 3656723 9053253 Reduced
Pressure Wilkins
2" Backflow
Assembly
Median E of Western
8100 PACIFIC ST

IRR STANTON,
CA 90680
2/21/24 01/01

2942000000 J051868 9847295 Reduced
Pressure Febco
1" Backflow
Assembly
N side of Building on Pacific
10560 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

9939619208 4715538 8398755 Reduced
Pressure Wilkins
1" Backflow
Assembly
Median on Main
10972 ROSE IRR STANTON,
CA 90680
2/20/24 01/01

5945545822 J016390 8404922 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
In locked cage-alley @ Rose & Katella
7322 KATELLA IRR STANTON,
CA 90680
2/15/23 01/01

7006077044 ACC2720 9053257 Reduced
Pressure Wilkins
2" Backflow
Assembly
Median
11151 BEACH BLVD

IRR STANTON,
CA 90680
3/18/24 01/01

2136176828 J033324 8869933 Reduced
Pressure Febco
1 1/2" Backflow
Assembly
Median S/O Katella
11100 CEDAR FP STANTON,
CA 90680
2/21/24 01/01

3212000000 3122289 10013689 Double Check
Wilkins 3/4"
Backflow
Assembly
7800 KATELLA IRR STANTON,
CA 90680-3123
2/21/24 01/01

3330584439 H12759 17371591 Reduced
Pressure Febco
1 1/4" Backflow
Assembly

CITY HALL BLDG SS
12640 BEACH BLVD

IRR STANTON,
CA 90680
2/21/24 01/01

2592968777 385574 10020412 Reduced
Pressure Wilkins
1" Backflow
Assembly
Median S/O Lampson
8312 BRIARWOOD ST

IRR STANTON,
CA 90680
2/20/24 01/01

9610517894 4053484 9053170 Reduced
Pressure Wilkins
2" Backflow
Assembly
10350 FERN STANTON,
CA 90680
9/8/23 04/01

5690968822 2230917 8926941 Reduced
Pressure Wilkins
2" Backflow
Assembly

ON FERN AT HARRY M DOTSON PARK IN CAGE
TO: All Contractors
FROM: Cesar Rangel, P.E., Public Works Director / City Engineer DATE: April 22, 2024
SUBJECT: ADDENDUM NO. 3 to the Citywide Landscaping Maintenance Services RFP
This Addendum No. 3 is being issued for the Citywide Landscaping Maintenance Services Request for Proposal (“RFP”).

The intent of this Addendum No. 3 is to include the following revisions, additions, and/or deletions shall hereby be made a part of the RFP documents.

Listed below are the questions / inquiries received and the City’s Responses:

1. Who is the current contractor?
Response: Please see Addendum No. 2

2. How much is the current monthly contract amount?
Response: Please see Addendum No. 3

3. How much extra work was awarded to contractor in the last fiscal year? Response: Zero Dollars

4. Did the current contractor receive any liquidated damages before? If yes, how much in the last fiscal year?
Response: No.

5. How much sod was provided by the current contractor last year? Response: None.

6. How many backflows are there in total?
Response: Backflow device list is provided in Addendums No. 1 and 2

7. Term of the contract is 3 years, are we allowed to ask for price increase based on the consumer price index (CPI)?
Response: Yes, however, the City reserves the right to reject any CPI increase requests. Also, Contractors shall note any CPI and other annual cost increases, with the understanding that such year-over-year cost increases, will be judged unfavorably by the City.

8. How many irrigation controllers are there?
Response: The City does not have an inventory.

9. How many cubic yard of mulch was placed in the last fiscal year? Response: approximately 30 cubic yards.

10. Is the contractor to pay for mulching bare areas?
Response: Yes.

11. Page 19, under general maintenance, contractor shall replace mulch, can you clarify this scope? Does it mean to remove old mulch and replace new mulch, or to maintain mulch at 3”?
Response: Maintain mulch at 3”

12. Who pays for dumping costs?
Response: The Contractor

13. Do you require an in house pest control advisor?
Response: No.

For any further information or clarification needed, please contact Scott Jensen via email at [email protected].

Confirmation of receipt of all addenda is part of the Proposal documents. Failure to acknowledge receipt of all addenda may cause a bid to be deemed non-responsive.

By:
________________
Cesar Rangel, P.E.

Public Works Director / City Engineer
55414.00000\32996936.2
B-1
EXHIBIT “B”

SCHEDULE OF SERVICES

55414.00000\32996936.2
C-1
EXHIBIT “C”

COMPENSATION
71 EXHIBIT D

BID SCHEDULE
PARKS
Stanton Park (1)

5.50 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.

Subtotal:

Hollenbeck Park (2)

10.75 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.
52 WEEKLY Drainage Maint.

Subtotal:

Veteran’s Memorial Park (3)

0.28 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
$6,407.11
$48.46 $2,519.78
$123.21
$267.04 $13,886.24
$341.26 $8,190.22
$764.00 $1,528.00
$254.49 $13,233.64
$73.73 $3,833.99
$14.28 $742.76
$3.68 $191.39
$10.17 $528.92
$49,598.97
BrightView Landscape Services, Inc.
$115.22
$56.31
$588.83
$176.46
$1,296.54
$550.77
$271.31
$9.99
$5,991.44
$2,928.12
$30,619.16
$4,235.04
$2,593.08
$28,640.04
$14,108.12
$519.48
$89,634.48
72 24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Dale & Katella Pocket Park (4)
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Zuniga Park (5)

0.61 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.

Subtotal:
$36.28 $870.70
$29.67 $59.34
$7.29 $379.07
$4.53 $235.61
$0.96 $49.94
$35.06 $1,823.37
$2.77 $66.58
$28.46 $56.92
$10.70 $556.27
$2,788.69
$2,772.18
$26.43 $1,374.51
$3.42 $177.78
$23.78 $1,236.75
$28.26 $678.16
$58.98 $117.96
$20.11 $1,045.71
$45.77 $2,379.80
$7,010.67
73 Premier Park (6)

0.75 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.

Subtotal:

Beach & Orangewood Ave Pocket Park (7)

0.2 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Harry M. Dotson Park (8)

1.3 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.
52 WEEKLY Drainage Maint.

Subtotal:
$18.55 $964.52
$4.21 $218.88
$49.98 $2,599.13
$27.40 $657.53
$94.79 $189.58
$34.17 $1,777.05
$105.69 $5,495.85
$11,902.55
$9.70 $504.66
$5.75 $299.06
$0.18 $9.23
$56.63 $1,359.14
$36.91 $73.81
$7.38 $383.63
$2,629.54
$27.49 $1,429.61
$11.26 $585.77
$26.19 $1,361.75
$110.80 $2,659.19
$78.94 $157.88
$20.48 $1,064.70
$6.14
$110.00 $5,720.00
$319.28
$13,297.93
74 Katella Ave. Linear Park (9)
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Stanton Central Park (10)
12 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.

Subtotal:

Martha Weishaupt Linear Park (11)

Subtotal:
$15.88 $825.96
$8.70 $452.31
$85.85 $2,060.33
$55.63 $111.27
$11.08 $576.16
$4,026.03
$0.00 $0.00
$325.66 $16,934.15
$109.96 $5,717.92
$261.23 $13,584.12
$993.33 $23,839.89
$1,189.31 $2,378.63
$346.40 $18,012.79
$165.84 $8,623.61
$89,091.11
$8.52 $442.90
$3.42 $177.64
$23.78 $1,236.80
$32.77 $786.41
$36.00 $71.99
$10.36 $538.58
$3,254.33
75 Norm Ross Park (12)

4.2 Acres
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.
52 WEEKLY Playground Maint.

Subtotal:
$54.54 $2,836.32
$25.71 $1,336.86
$180.01 $9,360.77
$242.05 $5,809.10
$198.30 $396.61
$47.13 $2,450.69
$28.60 $1,487.04
$23,677.39
76 PLANTED MEDIANS
Beach Blvd – Garden Grove, 320 ft North of Starr St. (13) - CALTRANS 15206 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Katella Ave – Knott Ave., Beach Blvd (14)
5808 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Chapman Ave – 800 ft East of Beach Blvd, Briarwood Ave (15) 1095 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:
$368.95 $19,185.62
$43.05 $2,238.36
$412.77 $9,906.40
$54.83 $2,851.26
$34,181.65
$110.49 $5,745.57
$13.68 $711.15
$132.07 $3,169.77
$17.42 $905.87
$10,532.36
$22.03 $1,145.47
$3.54 $184.10
$34.80 $835.22
$4.51 $234.50
$2,399.28
77 Bradford/Bradford Pl (16)
332 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Cerritos Ave – Court Ave, Dale Ave. (17)
500 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Village Center Dr – Beach Blvd, South City Limits (18)
508 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:
$10.62 $552.04
$2.82 $146.75
$16.80 $403.20
$4.21 $218.93
$1,320.91
$24.77 $1,287.79
$7.15 $371.72
$98.93 $2,374.22
$9.11 $473.50
$4,507.24
$9.99 $519.43
$4.14 $215.33
$43.83 $1,052.01
$26.49 $52.97
$5.27 $274.30
$2,114.03
78 PLANTED PARKWAYS
Cerritos Ave – 2 sides - Court Ave, Dale Ave (19)
1180 LF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Katella Avenue Tree Wells (20)
Quantity Unit Description Unit Price Annual Price
52 WEEKLY Weed Control
Subtotal:
$18.14 $943.09
$6.03 $313.81
$74.05 $1,777.22
$7.69 $399.74
$3,433.85
$9.26 $481.28
$481.28
79 FACILITIES
Stanton Community Center/ Parking Structure (21)
2,500 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Stanton City Hall (22)
20,000 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
52 WEEKLY Turf Grass Maint.
24 BIWEEKLY Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Stanton Corporate Yard (23)
17,000 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:
$25.17 $1,308.63
$5.79 $300.94
$61.10 $1,466.51
$7.37 $383.34
$3,459.42
$13.34 $693.47
$5.85 $304.04
$6.86 $356.58
$58.33 $1,399.92
$41.40 $82.80
$9.15 $475.66
$3,312.47
$82.83 $4,307.42
$10.01 $520.30
$55.02 $1,320.60
$13.34 $693.50
$6,841.82
80 Stanton Library (24)
2,700 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Sheriff Station (25)
3,000 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.

Subtotal:

Stanton Family Resource Center (26)
7,000 SF
Quantity Unit Description Unit Price Annual Price
52 WEEKLY General Maintenance
52 WEEKLY Weed Control
24 BIWEEKLY Landscape Maint.
52 WEEKLY Irrigation System Maint.
52 WEEKLY Turf Grass Maint.
2 EACH Fertilization
52 WEEKLY Playground Maint.

Subtotal:
$14.30 $743.70
$2.89 $150.17
$27.94 $670.63
$3.68 $191.29
$1,755.79
$1.13 $58.92
$23.00
$13.18 $316.36
$2.48 $128.71
$1,700.01
$1,196.02
$18.90 $982.83
$0.71 $36.66
$18.37 $955.05
$6.06 $145.42
$3.44 $178.89
$10.50 $20.99
$22.23 $1,155.86
$3,475.71
81 ADDITIONAL MAINTENANCE AREAS
Trimming Ivy – Beach Blvd – 2 walls (27)
2191 LF
Quantity Unit Description Unit Price Annual Price
4 EACH Landscape Maint.
2 EACH Fertilization
52 WEEKLY Irrigation System Maint.

Subtotal:

Trimming Ivy – Idlywild Dr/Ashbury Ave. – 2 sides, sidewalk (28) 160 LF
Quantity Unit Description Unit Price Annual Price
2 EACH Landscape Maint.

Subtotal:

Northside Katella Sound wall – Dale Ave, Magnolia Ave. (29) 522 LF
Quantity Unit Description Unit Price Annual Price
2 EACH Landscape Maint.

Subtotal:
$1,414.44 $5,657.77
$105.36 $210.72
$12.24 $636.50
$6,504.99
$77.07 $154.14
$154.14
$125.72 $251.45
$251.45
82 ADDITIONAL WORK
Gopher Control
Quantity Unit Description Unit Price Annual Price
4 Quarterly Gopher Control
Hollenbeck Park
Subtotal:

Quantity Unit Description Unit Price Annual Price
4 Quarterly Gopher Control Norm
Ross Park
Subtotal:

Annual Backflow Device Testing
Quantity Unit Description Unit Price Annual Price
1 Annual Annual Backflow Devices
Testing Citywide
Subtotal:
$

SUBTOTAL BASE MAINTENANCE ANNUAL COST IN FIGURES
(BASED ON BID SCHEDULE TOTAL OF ANNUAL PRICES FOR PARKS,

PLANTED MEDIANS, PLANTED PARKWAYS, FACILITIES, ADDITIONAL

MAINTENANCE AREAS & ADDITIONAL WORK)
$361.92 $1,447.67
$361.92 $1,447.67
$3,322.40 $3,322.40
$3,322.40
$1,447.67
392,328.00
83 Maintenance Labor Rates
Each worker performing Work under this Contract shall be paid at a rate not less than the prevailing wage as defined in Section 1771 and 1774 of the Labor Code. The prevailing wage rates are available online at https://www.dir.ca.gov/dlsr.

Each Contractor and Subcontractor must pay no less than the specified rates to all workers employed to work on the Landscape Maintenance Services. The schedule of per diem wages is based upon a working day of eight (8) hours.

The rate of holiday and overtime work must be at least time and one-half.

For the purpose of this section of the agreement, all work being performed is maintained in nature. Please see below for description of work.

Description Normal Business Rate Emergency After-Hours Rate Supervisor $ $
Irrigator $ $
Laborer $ $
Bidders understand twenty-four (24) hours, seven days per week (including holidays) emergency response is required within one (1) hour of notification by City.

35.00/hr

65.00/hr

75.00/hr 75.00/hr

65.00/hr

35.00/hr
1 CITY OF STANTON

REPORT TO CITY COUNCIL
TO: Honorable Mayor and Members of the City Council
DATE: June 11, 2024
SUBJECT: AWARD A PROFESSIONAL SERVICES AGREEMENT TO WEST COAST ARBORIST, INC. FOR TREE MAINTENANCE, PLANTING, AND

REMOVAL SERVICES
REPORT IN BRIEF:

As the current contract is set to expire on June 30, 2024, staff released a Request for Proposal (RFP) soliciting proposals to provide tree maintenance, planting, and removal services citywide. Staff recommends awarding a three-year contract to West Coast Arborist, Inc. in an amount not-to-exceed $445,500 or $148,500 annually.

RECOMMENDED ACTIONS:

1. City Council declare this project to be categorically exempt under the California Environmental Quality Act (CEQA), Class 1, Section 15301(h) as maintenance of existing landscaping; and

3. Authorize the City Manager to bind the City of Stanton and West Coast Arborists, Inc. in a contract to provide the services.

BACKGROUND:

The City is responsible for maintaining approximately 3,250 trees and implementing the Tree Planting Program, which allows residents to select trees that are planted on their parkways. Routine preventative maintenance is essential to ensuring the health of individual trees and that tree canopies do not become overgrown. The City is also responsible for removing unhealthy trees, promoting public safety, preventing property damage, and enhancing the aesthetic appeal of City trees.

During the COVID-19 pandemic, tree trimming services were paused, creating a backlog.

To address regular, routine maintenance in addition to the backlog, the City is establishing a preventative maintenance program for all City trees.

Item: 9I
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2 ANALYSIS/JUSTIFICATION:

The City is currently updating its tree inventory. An RFP was issued on April 2, 2024 with a proposal due date of May 2, 2024. The City received seven (7) proposals from United Pacific Services, Inc., Golden West Arbor Services, Inc., Great Scott Tree Service, Inc., Mario’s Tree Service, Inc., North Star Land Care, West Coast Arborists, Inc., and Mariposa Tree Management, Inc.

For the RFP, staff prepared a Bid Item Sheet that identified specific tree services, based on the type and size of the tree in addition to hourly rates for additional services required.

The flexible scope of work will allow staff to prioritize maintenance on overgrown tree canopies. Additionally, the proposed scope of work will allow for timely responses to downed limbs or trees caused by weather conditions.

An internal City review committee consisting of the Public Works Director, Senior Public Works Inspector and Public Works Manager evaluated the proposals. The review committee established their scoring and ranking on criteria that included past performance record, approach to work, and cost control. The contractors were ranked as follows:

Rank Contractor Amount*
1 West Coast Arborist, Inc. $ 3,825.00**
2 Great Scott Tree Service, Inc. $ 3,844.00
3 Mariposa Tree Management, Inc. $ 11,496.00
4 North Star Land Care $ 23,160.00
5 Mario’s Tree Service, Inc. $ 8,841.66
6 United Pacific Services, Inc. $ 4,301.00
7 Golden West Arbor Services, Inc. $ 29,830.00
* This amount represents the total unit costs for all tree services identified in the Bid Item Sheet. **The total unit costs amount was negotiated and reduced by over 65% Per the City’s Purchasing and Contracting Guidelines, proposals must be evaluated using the Qualification-Based Selection process in accordance with Public Law 92-582, which requires that the selection of professional services be based on demonstrated competence and the professional qualifications necessary for the satisfactory performance of the services at fair and reasonable price.

Based on the results of the RFP process, West Coast Arborists, Inc. demonstrates competence through their proposal and is qualified to provide professional tree maintenance, planting, and removal services. West Coast Arborists, Inc. has successfully provided similar services to other cities such as Garden Grove, Huntington Beach, and Anaheim.

Staff recommends entering into a three (3) year professional services agreement with two (2) optional one-year extensions with West Coast Arborists, Inc. in an amount not-toexceed $445,500 or $148,500 annually. To address backlogged maintenance, a contingency has been included in the proposed contract. The contingency will only be used as needed.
3 FISCAL IMPACT:

The Fiscal Year 2024/25 Proposed Operating Budget has sufficient funding for this contract.

ENVIRONMENTAL IMPACT:

The action requested in this report is categorically exempt under the California Environmental Quality Act, Class 1, Section 15301(h) as maintenance of existing landscaping.

LEGAL REVIEW:

None.

STRATEGIC PLAN OBJECTIVE:

Obj. No. 3: Provide a quality infrastructure.

PUBLIC NOTIFICATION:

Notifications were performed through the normal agenda process.

A. Professional Services Agreement
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CITY OF STANTON

PROFESSIONAL SERVICES AGREEMENT
FOR

TREE MAINTENANCE, PLANTING, AND REMOVAL SERVICES

1. PARTIES AND DATE.

This Agreement is made and entered into this day of , 20___, by and between the City of Stanton, a municipal organization organized under the laws of the State of California with its principal place of business at 7800 Katella Avenue, Stanton, California 90680 (“City”) and West Coast Arborists, Inc., a Corporation, with its principal place of business at 2200 E. Via Burton Street, Anaheim, CA 92806 (“Consultant”). City and Consultant are sometimes individually referred to herein as “Party” and collectively as “Parties.”

2. RECITALS.

2.1 Consultant.

Consultant desires to perform and assume responsibility for the provision of professional tree maintenance, planting, and removal services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional tree maintenance, planting, and removal services to public clients, is licensed in the State of California, and is familiar with the plans of City.

2.2 Project.

City desires to engage Consultant to render such services for the Tree Maintenance, Planting, and Removal Services project (“Project”) as set forth in this Agreement.

3. TERMS.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional tree maintenance, planting, and removal services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations.

Attachment: A
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3.2 Responsibilities of Consultant.

3.2.1 Independent Contractors, Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision.

3.2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of City.

Consultant shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.6 Consultant’s Representative. Consultant hereby designates Daniel Rivas, or his or her designee, to act as its representative for the performance of this Agreement (“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.10 Insurance.

Defense costs shall be paid in addition to the limits.

3.3 Fees and Payments.

3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “C” attached hereto and incorporated herein by reference. The total compensation shall not exceed FOUR HUNDRED FORTY-FIVE THOUSAND FIVE HUNDRED DOLLARS ($445,500.00) (“Total Compensation”) for the entire term of the contract, and shall not exceed ONE HUNDRED FORTY-EIGHT THOUSAND FIVE HUNDRED DOLLARS ($148,500.00) annually without written approval of City’s Public Works Director, or his or her designee. Extra Work may be authorized, as described below, and if authorized, will be compensated at the rates and manner set forth in this Agreement.

3.3.2 Payment of Compensation.

3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

3.4 Accounting Records.

3.5 General Provisions.

3.5.1 Termination of Agreement.

Consultant:

West Coast Arborists, Inc.
2200 E. Via Burton Street
Anaheim, CA 92806
Attn: Daniel Rivas, Area Manager
City: