Cities Index.
Agenda packet, regular meeting

Union City City Council
May 13, 2025

Document
Agenda packet, regular meeting
Meeting
May 13, 2025
Body
Union City City Council
Pages
3
Original file
43.2 MB
Text extracted from the city's file for reading and search. Open the original on unioncity.primegov.com. That file is the official record.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4
Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Fire and Rescue Apparatus
Coverage:

Five (5) Year Material and Workmanship
Command Zone Electronics
Five (5) Years Warranty Period
Ends After:

The date of the original purchase invoice (issued when the product ships from the factory). Warranty Begins:

Command Zone control modules shall be free from failures caused by defects in material and workmanship
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

City Council/RSA Agenda 221 Tuesday, May 13, 2025
Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 1/11/2011 WA0188

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This limited warranty does not apply to related wire
harnesses, cables, and connectors, which are covered by the Pierce one (1) year basic apparatus limited warranty.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4
Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Fire and Rescue Apparatus
Coverage:
54 Months Material and Workmanship
Camera System
Fifty - Four (54) months Warranty Period
Ends After:

Warranty Begins: The date of delivery.

This limited warranty covers repairs to correct any defect related to materials or workmanship of the Sharpvision
camera system installed on the apparatus occuring during the warranty period.
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

City Council/RSA Agenda 222 Tuesday, May 13, 2025

NEW PRODUCT WARRANTY

PARTICIPATING OEM SALES

DISTRIBUTOR SALES

LIMITED WARRANTY ON NEW ALLISON AUTOMATIC TRANSMISSIONS

USED IN EMERGENCY VEHICLE APPLICATIONS
Allison Transmission will provide for repairs or replacement, at its option, during the warranty period of each new Allison transmission listed below that is installed in an Emergency Vehicle in accordance with the following terms, conditions, and limitations.

WHAT IS COVERED
 WARRANTY APPLIES — This warranty is for new Allison transmission models listed below installed in an Emergency Vehicle and is provided to the original and any subsequent owner(s) of the vehicle during the warranty period.  REPAIRS COVERED — The warranty covers repairs or replacement, at Allison Transmission’s option, to correct any transmission malfunction resulting from defects in material or workmanship occurring during the warranty period. Needed repairs or replacements will be performed using the method Allison Transmission determines most appropriate under the circumstances.  TOWING — Towing is covered to the nearest Allison Transmission Distributor or authorized Dealer only when necessary to prevent further damage to your transmission.
 PAYMENT TERMS — Warranty repairs, including parts and labor, will be covered per the schedule shown in the chart contained in section “APPLICABLE MODELS, WARRANTY LIMITATIONS, AND ADJUSTMENT SCHEDULE.”  OBTAINING REPAIRS — To obtain warranty repairs, take the vehicle to any Allison Transmission Distributor or authorized Dealer within a reasonable amount of time and request the needed repairs. A reasonable amount of time must be allowed for the Distributor or Dealer to perform necessary repairs.
 TRANSMISSION REMOVAL AND REINSTALLATION — Labor costs for the removal and re-installation of the transmission, when necessary to make a warranty repair, are covered by this warranty.  WARRANTY PERIOD — The warranty period for all coverages shall begin on the date the transmission is delivered to the first retail purchaser, with the following exception:

Demonstration Service - A transmission in a new truck or bus may be demonstrated to a total of 5000 miles (8000 kilometers).

If the vehicle is within this limit when sold to a retail purchaser, the warranty start date is the date of purchase. Normal warranty services are applicable to the demonstrating Dealer. Should the truck or bus be sold to a retail purchaser after these limits are reached, the warranty period will begin on the date the vehicle was first placed in demonstration service and the purchaser will be entitled to the remaining warranty.

APPLICABLE MODELS, WARRANTY LIMITATIONS, AND ADJUSTMENT SCHEDULE

WARRANTY LIMITATIONS
(Whichever occurs first)

ADJUSTMENT CHARGE TO BE

APPLICABLE PAID BY THE CUSTOMER
MODELS
Months
Transmission Miles
Or Kilometers Parts Labor
MT, MD
3000, 3200, 3500, 3700 0–24 No Limit No Charge No Charge HT with Hydraulic Controls 0–24 No Limit No Charge No Charge AT, 1000 Series, 2000 Series,
2400 Series 0–36 No Limit No Charge No Charge
HT with Electronic Controls 0–60 No Limit No Charge No Charge HD
1000 EVS, 2100 EVS, 2200 EVS
2350 EVS, 2500 EVS, 2550 EVS,
3000 EVS, 3500 EVS, 4000,
4000 EVS, 4500, 4500 EVS, 4700,
4700 EVS, 4800, 4800 EVS
0–60 No Limit No Charge No Charge

Page 1 of 2 ends

City Council/RSA Agenda 223 Tuesday, May 13, 2025

WHAT IS NOT COVERED
 DAMAGE DUE TO ACCIDENT, MISUSE, or ALTERATION — Defects and damage caused as the result of any of the following are not covered:
— Flood, collision, fire, theft, freezing, vandalism, riot, explosion, or objects striking the vehicle; — Misuse of the vehicle;
— Installation into unapproved applications and installations; — Alterations or modification of the transmission or the vehicle, and — Damage resulting from improper storage (refer to long-term storage procedure outlined in the applicable Allison Service Manual) — Anything other than defects in Allison Transmission material or workmanship NOTE: This warranty is void on transmissions used in vehicles currently or previously titled as salvaged, scrapped, junked, or totaled.  CHASSIS, BODY, and COMPONENTS — The chassis and body company (assemblers) and other component and equipment manufacturers are solely responsible for warranties on the chassis, body, component(s), and equipment they provide. Any transmission repair caused by an alteration(s) made to the Allison transmission or the vehicle which allows the transmission to be installed or operated outside of the limits defined in the appropriate Allison Installation Guideline is solely the responsibility of the entity making the alteration(s).  DAMAGE CAUSED by LACK of MAINTENANCE or by the USE of TRANSMISSION FLUIDS NOT RECOMMENDED in the OPERATOR’S MANUAL — Defects and damage caused by any of the following are not covered:
— Failure to follow the recommendations of the maintenance schedule intervals applicable to the transmission; — Failure to use transmission fluids or maintain transmission fluid levels recommended in the Operator’s Manual.  MAINTENANCE — Normal maintenance (such as replacement of filters, screens, and transmission fluid) is not covered and is the owner’s responsibility.
 REPAIRS by UNAUTHORIZED DEALERS — Defects and damage caused by a service outlet that is not an authorized Allison Transmission Distributor or Dealer are not covered.
 USE of OTHER THAN GENUINE ALLISON TRANSMISSION PARTS — Defects and damage caused by the use of parts that are not genuine Allison Transmission parts are not covered.  EXTRA EXPENSES — Economic loss and extra expenses are not covered. Examples include but are not limited to: loss of vehicle use; inconvenience; storage; payment for loss of time or pay; vehicle rental expense; lodging; meals; or other travel costs.  “DENIED PARTY” OWNERSHIP — Warranty repair parts and labor costs are not reimbursed to any participating or non-participating OEMs, dealers or distributors who perform warranty work for, or on behalf of, end users identified by the United States as being a “denied party” or who are citizens of sanctioned or embargoed countries as defined by the U.S. Department of Treasury Office of Foreign Assets Control. Furthermore, warranty reimbursements are not guaranteed if the reimbursement would be contrary to any United States export control laws or regulations as defined by the U.S. Department of Commerce, the U.S. Department of State, or the U.S. Department of Treasury.

OTHER TERMS APPLICABLE TO CONSUMERS AS DEFINED by the MAGNUSON-MOSS WARRANTY ACT This warranty gives you specific legal rights and you may also have other rights which vary from state to state.

Allison Transmission does not authorize any person to create for it any other obligation or liability in connection with these transmissions.

ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE APPLICABLE TO THESE TRANSMISSIONS IS LIMITED IN DURATION TO THE DURATION OF THIS WRITTEN WARRANTY.

PERFORMANCE OF REPAIRS AND NEEDED ADJUSTMENTS IS THE EXCLUSIVE REMEDY UNDER THIS WRITTEN WARRANTY OR ANY IMPLIED WARRANTY. ALLISON TRANSMISSION SHALL NOT BE LIABLE FOR INCIDENTAL OR

CONSEQUENTIAL DAMAGES (SUCH AS, BUT NOT LIMITED TO, LOST WAGES OR VEHICLE RENTAL EXPENSES) RESULTING FROM BREACH OF THIS WRITTEN WARRANTY OR ANY IMPLIED WARRANTY.** ** Some states do not allow limitations on how long an implied warranty will last or the exclusion or limitation of incidental or consequential damages, so the above limitations or exclusions may not apply to you.

OTHER TERMS APPLICABLE TO OTHER END-USERS

THIS WARRANTY IS THE ONLY WARRANTY APPLICABLE TO THE ALLISON TRANSMISSION MODELS LISTED

ABOVE AND IS EXPRESSLY IN LIEU OF ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. ALLISON

TRANSMISSION DOES NOT AUTHORIZE ANY PERSON TO CREATE FOR IT ANY OTHER OBLIGATION OR LIABILITY IN CONNECTION WITH SUCH TRANSMISSIONS. ALLISON TRANSMISSION SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM BREACH OF THIS WARRANTY OR ANY IMPLIED WARRANTY.

QUESTIONS
If you have any questions regarding this warranty or the performance of warranty obligations, you may contact any Allison Transmission Distributor or Dealer or write to:

Allison Transmission, Inc.

P.O. Box 894
Indianapolis, IN 46206-0894
Attention: Warranty Administration PF-9
Form SE0616EN (201009)

Page 2 of 2 ends

City Council/RSA Agenda 224 Tuesday, May 13, 2025
Warranty Begins:

The transmission cooler shall be free from component or structural failures caused by defects in material and/or workmanship. Collateral damage up to $10,000 per
occurrence is available for the first three (3) years.
(b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot; (d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce.

Five (5) Years on Oil Cooler and three (3) years on collateral damage coverage
Warranty Period
Ends After:

Fire and Rescue Apparatus
Coverage:

Five (5) Year Material and Workmanship - Transmission Oil Cooler Three (3) Year Collateral Damage Coverage

1. LIMITED WARRANTY
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

The date of delivery to the first retail purchaser.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty does not cover repair due to accidents,
misuse, and excessive vibration, flying debris, storage damage (freezing), negligence or modification. This warranty is void if any modification or repairs are performed without authorization. This also voids any future warranty.

This warranty does not cover cost of maintenance or repairs due to lack of required maintenance services as
recommended. Performance of the required maintenance
and use of proper fluids are the responsibility of the owner.

Towing is covered to the nearest distributor or authorized dealer only when necessary to prevent further damage to your transmission.

Labor costs for the removal and reinstallation of goods may be covered when necessary to make repairs. Please contact your OEM for authorization.

Replacement of cooler during the warranty period is limited to 100% of reasonable labor costs up to a maximum of $700 to remove, replace, or repair the oil cooler.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE
POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/22/2012 WA0216
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES

ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

City Council/RSA Agenda 225 Tuesday, May 13, 2025
Limited Lifetime Warranty
Effective as of January 1, 2024

1. General. United Plastic Fabricating, Inc. (the
"Company") warrants to the owner (the “Owner”) that
the products set forth on Exhibit A, attached hereto (the "Product") will be reasonably free from defects in
materials and workmanship for the service life of the
Product. This Limited Lifetime Warranty (the
“Warranty”) only applies to Company Products that are:
(a) owned by a federal, state, county or local
government, a volunteer fire department or dedicated
commercial fire service operation; (b) continuously and actively used in emergency response and/or fire
suppression vehicles; and (c) used, stored, handled
and installed in the manner recommended by
Company.

2. Warranty Obligations. Subject to the exclusions and
limitations set forth in this Warranty, Company will, at its option, repair or offer a one (1) time replacement of the Product without charge, if the Product fails or does not perform as warranted during the warranty period due to
a manufacturing defect or a defect in materials. Repair or replacement shall include reasonable labor charges
necessary to repair or replace the defective Product but shall not include: (a) the costs associated with removal of the Product from the vehicle or the cost to otherwise provide access to the Product in the vehicle; (b) the cost associated with any required upgrades the vehicle
(including, without limitation, upgrades required to
strengthen the vehicle’s frame); or (c) travel costs,
except as provided by Section 3. Company's obligation
as to repair or replacement shall further be limited to repair or replacement with the models of the Product
that are available at the time of the repair or
replacement, and shall be limited to the repair or
replacement of only the specific Product that fails due to a manufacturing defect. In the event a Product
becomes unavailable or cannot be supplied by
Company for any reason a substitute Product of equal
quality and functionality of the subject Product may be substituted by Company. Any repaired Product shall
remain subject to this Warranty and any repair shall not extend the warranty period in any manner or start a new warranty period. Any Product that is replaced by
Company shall be excluded from this Warranty. In no
event shall Company be required to expend, in any one
(1) or series of expenditures, more than the purchase
price of the Product to repair or replace a defective
Product. Amounts expended by Company shall include
all amounts paid by Company in connection the repair
or replacement, including without limitation, amounts
paid to third-parties, material costs, incidental costs and travel costs (except as provided by Section 3).

3. Travel; Expenses; Product Access. Company shall
be responsible for any travel costs incurred to repair or replace the Product provided that: (a) the Product is
located in the continental United States or Canada; and (ii) the warranty claim is initiated prior to the date on which NFPA 1912 Standards (Annex D) recommends
replacement of the Product. All other travel costs
incurred by Company or its agents to repair or replace
the Product shall be the responsibility of the party
asserting the warranty claim. Company reserves the
right to require, as a condition to undertaking any repair or replacement: (y) pre-payment of its anticipated travel costs; and (z) satisfactory arraignments concerning
scheduling and access to the Product. If the subject
Product is located in an area of the world considered, in Company’s sole discretion, to be unsafe Company may
refuse to process the claim or require relocation of the Product, at no expense to Company, to an area where
such repairs can be performed safely by Company or
its agents. In the event Company or Company’s agents
are dispatched to repair or replace a defective Product and the vehicle in which the Product has been installed is not available or the Product is not readily accessible, for any reason, Company or Company’s agents, as the
case may be, shall be immediately reimbursed for all
expenses incurred therewith.

4. Exclusions: Products must be stored, handled,
installed, used and maintained in accordance with
instructions provided by Company, and this Warranty is
conditioned upon compliance with all such instructions.

This Warranty does not cover defects caused by: (a)
improper installation; (b) modification, alteration or
repair of the Product by any unauthorized third-party;
(c) misuse, including, without limitation, improper
City Council/RSA Agenda 226 Tuesday, May 13, 2025
storage or handling of the Product (e.g. excessive
exposure to UV rays); chemical abuse (e.g. harsh
cleansers and solvents), thermal abuse or shock (e.g.
excessive heat or cold); (d) damage not resulting from
manufacturing defects that occur while the Product is
not in Company’s possession (e.g. accidents); or (e)
unreasonable or unintended use of the Product. Copies
of the Company's operation and maintenance
instructions are available on the Company's website
https://www.unitedplastic.com/upf-documents/

5. Disclaimer. THE WARRANTIES SET FORTH

HEREIN ARE THE ONLY WARRANTIES MADE BY
COMPANY IN CONNECTION WITH THE PRODUCT.

COMPANY CAN NOT AND DOES NOT MAKE ANY

IMPLIED OR EXPRESS WARRANTIES WITH

RESPECT TO THE PRODUCT, AND DISCLAIMS ALL

OTHER WARRANTIES, INCLUDING, BUT NOT

LIMITED TO, ANY WARRANTY OF

MERCHANTABILITY OR FITNESS FOR A
PARTICULAR PURPOSE. PRODUCTS SOLD BY

COMPANY ARE SOLD ONLY TO THE

SPECIFICATIONS SPECIFICALLY SET FORTH BY
COMPANY IN WRITING. OTHER THAN THE LIMITED

WARRANTY SET FORTH HEREIN, COMPANY

MAKES NO OTHER WARRANTIES, EXPRESS OR
IMPLIED. COMPANY'S SOLE OBLIGATION UNDER

THIS WARRANTY SHALL BE REPAIR OR
REPLACEMENT OF NON-CONFORMING PRODUCT.

BUYER ASSUMES ALL RISK WHATSOEVER AS TO

THE RESULT OF THE USE OF THE PRODUCT

PURCHASED, WHETHER USED SINGULARLY OR IN

COMBINATION WITH ANY OTHER PRODUCTS OR
SUBSTANCES.

6. Limitation of Liability. NO CLAIM BY OWNER OF

ANY KIND, INCLUDING CLAIMS FOR

INDEMNIFICATION, SHALL BE GREATER IN

AMOUNT THAN THE PURCHASE PRICE OF THE

PRODUCT IN RESPECT TO WHICH DAMAGES ARE
CLAIMED. IN NO EVENT SHALL COMPANY BE

LIABLE TO OWNER IN TORT, CONTRACT OR

OTHERWISE, FOR ANY SPECIAL, INDIRECT,

INCIDENTAL, CONSEQUENTIAL (INCLUDING,

WITHOUT LIMITATION, ANY OBLIGATION OF

COMPANY TO REPAIR OR REPLACE ANY

CHASSIS, SUB-FRAMES, BODIES, VALVES,

DUMPS, HOSES, PRESSURE VACUUM VENTS OR

OTHER SIMILAR COMPONENTS), RELIANCE,

STATUTORY, SPECIAL, PUNITIVE OR EXEMPLARY

DAMAGES, INCLUDING, BUT NOT LIMITED TO,

LOST PROFITS, LOSS OF USE, LOSS OF TIME,

LOSS OF REVENUES, INCONVENIENCE, LOSS

BUSINESS OPPORTUNITIES, OR DAMAGE TO

GOOD WILL OR REPUTATION, EVEN IF ADVISED

OF THE POSSIBILITY OF SUCH DAMAGES OR

SUCH DAMAGES COULD HAVE BEEN

REASONABLY FORESEEN, IN CONNECTION WITH,

ARISING OUT OF, OR AS A RESULT OF, THE SALE,

DELIVERY, SERVICING, USE OR LOSS OF USE OF

THE PRODUCTS SOLD HEREUNDER, OR FOR ANY

LIABILITY OF BUYER TO ANY THIRD PARTY WITH
RESPECT THERETO.

7. Reformation. If any term or provision of this Warranty shall be held or deemed to be, or shall in fact be, invalid, inoperative, illegal or unenforceable as applied in any case or in any jurisdiction or jurisdictions because of the conflicting nature of any provision with any constitution or statute or rule of public policy or for any other reason, then: (a) such circumstance shall not have the effect of rendering the provision or provisions in question invalid, inoperative, illegal or unenforceable in any other
jurisdiction or in any other case or circumstance or of rendering any other provision or provisions herein
contained invalid, inoperative, illegal or unenforceable to the extent that such other provisions are not
themselves actually in conflict with such constitution, statute or rule of public policy; and (b) any such
invalid, inoperative, illegal or unenforceable provision shall be reformed and construed in any such jurisdiction or case so that such provision would be valid, operative and enforceable to the maximum extent permitted in
such jurisdiction or case.

8. Headings. The headings contained herein are for
convenience and reference only, and shall be given no
effect in the interpretation of any term or condition of this Warranty.

9. Submitting a Warranty Claim. To request coverage
under this Warranty you must submit a claim through
Company’s_website:
https://www.unitedplastic.com/contact/product-support/

10. Transferability. This Warranty is transferable and
entitles the transferee to coverage for the remainder of the original warranty period.

11. Modification. This Warranty may be modified (a) as
set forth on a binding sales order for the Product or (b) by a written agreement between Company and the
Owner.

City Council/RSA Agenda 227 Tuesday, May 13, 2025
Exhibit A
Covered Product List
 Poly-Tanks®
 PolySide® Wetside Tanks
 Defender™ Skid Tanks
 Ellip-T™ Elliptical Tanks
 ARFF Tanks
City Council/RSA Agenda 228 Tuesday, May 13, 2025
Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/8/2010 WA0009

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty applies only to the body tubular support and mounting structures and other structural components of the body of the vehicle model, as identified in the Pierce
specifications for the Fire and Rescue Apparatus.

This warranty does not apply to damage caused by corrosion.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4
Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Fire and Rescue Apparatus
Coverage:

Ten (10) Year Structural Integrity
Apparatus Body
Ten (10) Years
- or -
100,000 Miles
Warranty Period
Ends After:

The date of the original purchase invoice (issued when the product ships from the factory). Warranty Begins:

The apparatus body shall be free from structural failures caused by defects in material and workmanship
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

City Council/RSA Agenda 229 Tuesday, May 13, 2025

A & A Manufacturing Co., Inc. 2300 S. Calhoun Road · New Berlin, WI 53151 · Phone (262) 786-1500 · Fax (262) 786-3280 Pierce Warranty Statement for Gortite Roll Up Doors Rev 2/24/2011 All mechanical components of the door shall be warranted to be free from defects in materials and workmanship for the lifetime of the vehicle. All parts covered under this warranty shall be to the original owner.

A&A manufacturing warrants that painted doors shall be free of blistering, peeling, bubbling, or any other adhesion defect caused by defective manufacturing methods or paint material selection. The time period for the coverage shall be 6 years from date of door shipment to Pierce. Satin anodized finish doors shall be warranted for 6 years against corrosion defects from date of door shipment to Pierce. Replacement of decals/Scotchlite is not covered.

The maximum amount A&A will reimburse for labor is $60.00 per hour and the maximum amount of time allowed for repair is as follows:

Door 1.0 Hr.

Slat Replacement 1.0 Hr.

Pennant Plate Replacement 1.0 Hr.

Roller Replacement .5 Hr.

Seal Replacement .5 Hr.

Switch/Magnet Replacement 1.0 Hr.

Travel Time 4.0 Hr.

City Council/RSA Agenda 230 Tuesday, May 13, 2025
Waterous Company
125 Hardman Avenue South
South St. Paul, MN 55075 USA
www.waterousco.com
F-2891 (04/15/20)
Waterous Seven-Year Limited Warranty
WATEROUS warrants, to the original Buyer only, that products manufactured by WATEROUS will be free from defects in material and workmanship under normal use and service for a period of seven (7) years from the date the product is first placed in service, or seven and one-half (7-1/2) years from the date of shipment by WATEROUS, whichever period shall be the first to expire; provided the Buyer notifies WATEROUS, in writing, of the defect in said product within the warranty period, and said product is found by WATEROUS to be nonconforming with the aforesaid warranty. When required in writing by WATEROUS, defective products must be promptly returned by Buyer to WATEROUS at WATEROUS’ plant at South St. Paul, Minnesota, or at such other place as may be specified by WATEROUS, with transportation and other charges prepaid. A Returned Material Authorization (RMA) is required for all products and parts and may be requested by phone, fax, email, or mail. The aforesaid warranty excludes any responsibility or liability of WATEROUS for:
(a) damages or defects due to accident, abuse, misuse, abnormal operating conditions, negligence, accidental causes, use in non-firefighting applications, or improper maintenance, or attributable to written specifications or instructions furnished by Buyer; (b) defects in products manufactured by others and furnished by WATEROUS hereunder, it being understood and agreed by the parties that the only warranty provided for such products shall be the warranty provided by the manufacturer thereof which, if assignable, WATEROUS will assign to Buyer, if requested by Buyer;
(c) any product or part, altered, modified, serviced or repaired other than by WATEROUS, without its prior written consent; (d) the cost of dismantling, removing, transporting, storing, or insuring the defective product or part and the cost of reinstallation; and (e) normal wear items (packing, strainers, filters, light bulbs, anodes, intake screens, mechanical seals, etc.).

ALL OTHER WARRANTIES ARE EXCLUDED, WHETHER EXPRESS OR IMPLIED BY OPERATION OF LAW OR OTHERWISE, INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT, WHETHER AS A RESULT OF BREACH OF

CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER CAUSE OF ACTION, SHALL WATEROUS BE LIABLE FOR ANY PUNITIVE, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES, OR FOR PERSONAL INJURY OR PROPERTY DAMAGES.

The exclusive remedy of Buyer and the sole liability of WATEROUS, whether based on contract, warranty, tort or any other basis of recovery whatsoever, is expressly limited at the election of WATEROUS to:
(a) the replacement at the agreed point of delivery of any product or part, which upon inspection by WATEROUS or its duly authorized representative, is found not to conform to the limited warranty set forth above, or (b) the repair of such product or part, or
(c) the refund or crediting to Buyer of the net sales price of the defective product or part.

BUYER’S REMEDIES CONTAINED HEREIN ARE EXCLUSIVE OF ANY OTHER REMEDY OTHERWISE AVAILABLE TO BUYER.

City Council/RSA Agenda 231 Tuesday, May 13, 2025
Warranty Begins:

Stainless steel piping shall be free from structural failures caused by defects in material and workmanship, or
perforation caused by corrosion.
(b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot; (d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce.

Ten (10) Years
- or -
100,000 Miles
Warranty Period
Ends After:

Fire and Rescue Apparatus
Coverage:

Ten (10) Year Material and Workmanship
Stainless Steel Piping

1. LIMITED WARRANTY
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

The date of the original purchase invoice (issued when the product ships from the factory).

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

Pierce’s obligation under this warranty is limited to repairing or replacing without charge, as Pierce may elect, the
stainless steel piping or components which Pierce
determines to have failed due to defective material and workmanship, or perforation caused by corrosion.

This warranty does not cover the use of fluoroprotein (FP) type foam. The sodium chloride within FP foam can cause long-term damage to system components if not thoroughly flushed immediately after use.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE
POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 3/22/2012 WA0035
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES

ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

City Council/RSA Agenda 232 Tuesday, May 13, 2025
This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty does not cover repair due to accidents,
misuse, and excessive vibration, flying debris, storage damage (freezing), negligence or modification. This warranty is void if any modification or repairs are performed without authorization. This also voids any future warranty.

This warranty does not cover cost of maintenance or repairs due to lack of required maintenance services as
recommended. Performance of the required maintenance
and use of proper fluids are the responsibility of the owner.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE
POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce.

One (1) Year & Five (5) Year Warranty Period
Ends After:

Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 1/30/2013 WA0231
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES

ALL OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

Fire and Rescue Apparatus
Coverage:

One (1) Year Material and Workmanship Foam System & Five (5) Year Material and Workmanship Control Head
Limited Warranty
Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Limited warranty 1 year parts and labor for for the foam system and 5 years parts and labor for the control head.

1. LIMITED WARRANTY
(b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot; Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; The date of the original purchase invoice (issued when the product ships from the factory). Warranty Begins:

City Council/RSA Agenda 233 Tuesday, May 13, 2025
Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/8/2010 WA0057

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This limited warranty is applicable to the vehicle in the following percentage costs of warranty repair, if any:

Topcoat Durability & Appearance: Gloss, Color Retention & Cracking
0-72 months 100%
73-96 months 50%
97-120 months 25%
Integrity of Coating System: Adhesion, Blistering/Bubbling 0-36 months 100%
37-84 months 50%
85-120 months 25%
Corrosion: Dissimilar Metal and Crevice
0-36 months 100%
37-48 months 50%
49-72 months 25%
73-120 months 10%
Corrosion Perforation
0-120 months 100%
This limited warranty applies only to exterior paint. Paint on the vehicle's interior is warranted only under the Pierce Basic One Year Limited Warranty.

Items not covered by this warranty include:
(a) Damage from lack of maintenance and cleaning (proper cleaning and maintenance procedures are detailed in the Pierce operation and maintenance manual).
(b) UV paint fade.
(c) Any cab not manufactured by Pierce.

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4
Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Fire and Rescue Apparatus
Coverage:

Ten (10) Year Pro-Rated Paint and Corrosion
Custom Body
Ten (10) Years Warranty Period
Ends After:

The date of the original purchase invoice (issued when the product ships from the factory). Warranty Begins:

Exterior surfaces of the body shall be free from blistering, peeling, corrosion or any other adhesion defect caused by defective manufacturing methods or paint material selection. (d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

City Council/RSA Agenda 234 Tuesday, May 13, 2025
Note: Any Surety Bond, if a part of the sale of the vehicle as to which this limited warranty is provided, applies only to this Pierce Basic One Year Limited Warranty for such vehicle, and not to other warranties made by Pierce in a separate document (if any) or to the warranties (if any) made by any manufacturer (other than Pierce) of any part, component, attachment or accessory that is incorporated into or attached to the vehicle. 2/22/2010 WA0018

1. LIMITED WARRANTY
THE WARRANTY SET FORTH IN PARAGRAPH 1 IS THE SOLE AND EXCLUSIVE WARRANTY GIVEN BY PIERCE. PIERCE HEREBY DISCLAIMS AND EXCLUDES ALL

OTHER WARRANTIES, WHETHER EXPRESS, IMPLIED OR STATUTORY,

INCLUDING WITHOUT LIMITATION ANY WARRANTY OF MERCHANTABILITY, ANY

WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

2. DISCLAIMERS OF WARRANTIES
The original purchaser may void this warranty in part or in its entirety if the product is repaired or replaced (a) without prior written approval of the Pierce Customer Service Department; or (b) at a facility which has not been approved by Pierce as to technical capability. Any repairs, modifications, alterations or aftermarket parts added after manufacture without the authorization of Pierce may void this warranty.

This limited warranty shall apply only if the product is properly maintained in accordance with Pierce's maintenance instructions and manuals and is used in service which is normal to the particular model. Normal service means service which does not subject the product to stresses or impacts greater than normally result from careful use. If the Buyer discovers a defect or nonconformity, it must notify Pierce in writing within thirty (30) days after the date of discovery, but in any event prior to the expiration of the warranty period.

THIS LIMITED WARRANTY MAY NOT BE ASSIGNED OR OTHERWISE

TRANSFERRED BY THE BUYER TO ANY SUBSEQUENT USER OR PURCHASER OR TO ANY OTHER PERSON OR ENTITY.

This warranty does not cover damage from lack of
maintenance and cleaning (proper cleaning and maintenance procedures are detailed in the Pierce operation and
maintenance manual).

Conditions and
Exclusions:

See Also
Paragraphs
2 thru 4
Limited Warranty
Subject to the limitations and exclusions set forth below, Pierce Manufacturing provides the following warranty to the Buyer:
(c) any vehicle, chassis or component, part, attachment or accessory that has been repaired, altered or assembled in any way by any person or entity other than Pierce which, in the sole judgment of Pierce, adversely affects the performance, stability or purpose for which it was manufactured; or
(a) any integral parts, components, attachments or trade accessories of or to the product that are not manufactured by Pierce, including but not limited to engines, transmissions, drivelines, axles, water pumps and generators; with respect to all such parts, components, attachments and accessories, Pierce shall assign to Buyer the applicable warranties, if any, made by the respective manufacturers thereof; Notwithstanding anything to the contrary herein, Pierce makes no warranty whatsoever as to:

Fire and Rescue Apparatus
Coverage:

Three (3) Year Material and Workmanship
Goldstar® Gold Leaf Lamination
Three (3) Years Warranty Period
Ends After:

The date of the original purchase invoice (issued when the product ships from the factory). Warranty Begins:

Each Goldstar® gold leaf lamination shall be free from
defects in material and workmanship.
(d) products or parts which may in the ordinary course wear out and have to be replaced during the warranty period, including, but not limited to, tires, fluids, gaskets and light bulbs. Pierce assumes no responsibility for the assembly of its parts or subassemblies into finishing products or vehicles unless the assembly is performed by Pierce. (b) any vehicle, chassis, or component, part, attachment or accessory damaged by misuse, neglect, fire, exposure to severe environmental or chemical conditions, acidic environment, improper maintenance, accident, crash, or force majeure such as natural disaster, lightning, earthquake, windstorm, hail, flood, war or riot;

4. EXCLUSION OF CONSEQUENTIAL AND INCIDENTAL DAMAGES.

Notwithstanding anything to the contrary herein or in any agreement between Pierce and Buyer, IN NO EVENT SHALL PIERCE BE LIABLE FOR ANY CONSEQUENTIAL,

INCIDENTAL, SPECIAL, INDIRECT, OR PUNITIVE DAMAGES WHATSOEVER,

WHETHER ARISING OUT OF BREACH OF CONTRACT, WARRANTY, TORT (INCLUDING NEGLIGENCE AND STRICT LIABILITY) OR OTHER THEORY OF LAW

OR EQUITY, WITH RESPECT TO VEHICLES OR OTHER PRODUCTS SOLD BY

PIERCE, OR THEIR OPERATION OR FAILURE TO OPERATE, OR ANY DEFECTS

THEREIN, OR ANY UNDERTAKINGS, ACTS OR OMISSIONS RELATED THERETO,

REGARDLESS OF WHETHER PIERCE HAS BEEN INFORMED OF THE POSSIBILITY OF ANY SUCH DAMAGES. Without limiting the generality of the foregoing, Pierce specifically disclaims any liability for property or personal injury damages, penalties, damages for lost profits or revenues, loss of vehicles or products or any associated equipment, cost of substitute vehicles or products, down-time, delay damages, any other types of economic loss, or for any claims by any third party for any such damages.

If the product fails to conform to the warranty set forth in paragraph 1 during the warranty period, and such nonconformity is not due to misuse, neglect, accident or improper maintenance, Buyer must notify Pierce within the time period specified in paragraph 1, and shall make the product available for inspection by Pierce or its designated agent. At the request of Pierce, any allegedly defective product shall be returned to Pierce by Buyer for examination and/or repair. Buyer shall be responsible for the cost of such transportation, and for risk of loss of or damage to the product during transportation.

Within a reasonable time, Pierce shall repair or replace (at Pierce's option and expense) any nonconforming or defective parts. Repair or replacement shall be made only by a facility approved in advance in writing by Pierce. THIS REMEDY SHALL BE THE EXCLUSIVE AND SOLE REMEDY FOR ANY BREACH OF WARRANTY.

3. BUYER'S EXCLUSIVE REMEDY.

City Council/RSA Agenda 235 Tuesday, May 13, 2025
JROGHQVWDWHĆUHFRP

DEALER SUPPLIED

PRODUCTS SERVICES
Exhibit “D”
5 AND
/OR
City Council/RSA Agenda 236 Tuesday, May 13, 2025
1 DEALER SUPPLIED EQUIPMENT and/or SERVICES
The following items and/or services will be provided “per unit” (unless otherwise specified) by Golden State Fire Apparatus Inc. (GSFA):

LICENSED MANUFACTURER
The State of California Vehicle Code, section 11701 requires “every manufacturer of a vehicle subject to registration shall make application to the Department of Motor Vehicles (DMV) for a license containing a general distinguishing number”. The manufacturer has a current license at the time of proposal and shall provide a copy upon request. Temporary licenses are not acceptable.

LICENSED DEALERSHIP
The State of California Vehicle Code, section 11701 requires a “dealer in vehicles of a type subject to registration, shall make application to the Department of Motor Vehicles (DMV) for a license containing a general distinguishing number”. Golden State Fire Apparatus, Inc. has a current license at time of bid as outlined above and is available upon request. Temporary licenses are not acceptable.

LICENSED SALES REPRESENTATIVE
The State of California Vehicle Code, section 11800 requires that it shall be “unlawful for any person to function as a vehicle salesperson without having first procured a license issued by the Department of Motor Vehicles (DMV)”. The representative has a current vehicle salesperson’s license at the time of proposal and shall provide a copy upon request. Temporary licenses are not acceptable.

WEEKLY PROGRESS REPORTS
GSFA will provide weekly progress reports including photographs of the apparatus or the major components as they are being constructed. The reports will commence at the start of the manufacturing process and will continue through production by the manufacturer. The reports will show the progress of the apparatus through the course of each week. Special attention will be given to the unique features and aspects of the apparatus as construction progresses.

VEHICLE REGISTRATION
The State of California Vehicle Code section 11739 requires that the “dealer of a new motor vehicle sale is responsible for applying for the title, securing vehicle registration, and obtaining license plates for the Customer” through the Department of Motor Vehicles (DMV). Golden State Fire Apparatus, Inc. is a factory-authorized dealer of the vehicle being sold and is authorized to register with the State of California as a new vehicle manufacturer.

GSFA will make all necessary applications and complete all transfer papers, including applying for California Exempt “E” license plates.

FINAL INSPECTION, FACTORY TRIP
A final inspection trip to the manufacturing facility will be provided for three (3) Customer representative(s). The intent of this trip is to ensure that the apparatus is built to specification and to detect any deficiencies that require correction. The final inspection trip will have a duration of four (4) days and three (3) nights and be scheduled at times mutually agreed upon between GSFA and the Customer. Costs for airfare, lodging, meals, and ground transportation while at the manufacturer’s location will be the responsibility of GSFA. Air travel will be from the Oakland International Airport (OAK) or San Francisco International Airport (SFO).

City Council/RSA Agenda 237 Tuesday, May 13, 2025
2 Costs such as Customer ground transportation in California, Customer airport parking, Customer luggage fees and Customer incidentals while traveling to the factory will be the responsibility of the Customer. Flight reservations are non-refundable and in the event of a cancellation after booking, the Customer will be responsible for all costs associated with this cancellation, which may include not only the original ticket cost but also any change or cancellation fees imposed by the airline and/ or travel agency. Flight reservations are also nontransferable.

CONTINGENCY RESERVE FUND
A Contingency Reserve Fund amounting to $15,000 per unit is incorporated into the quotation to address potential change orders, unforeseen items, or necessary work that may arise during the contract. The utilization of this reserve fund is at the sole discretion of the Customer. It is essential to note that this reserve fund is not an estimate for the aforementioned contingencies, and the actual costs associated with change orders, unforeseen items, or required work may surpass the reserved amount depending on their nature.

Any unused portion of the Contingency Reserve Fund will be credited back on the final invoice.

Alternatively, if not credited, the remaining funds will be promptly returned to the Customer in the form of a check following the completion of the final invoicing process. This approach guarantees financial transparency and effective management throughout the project.

DELIVERY TO AUTHORIZED SERVICE FACILITY
GSFA will, at their expense, deliver the apparatus (including any applicable equipment, spare parts, and supplies) to their Northern California facility in Sacramento for a dealer preparation inspection.

To ensure proper break-in of all components while still under warranty, the apparatus shall be delivered under its own power - rail or truck freight shall not be acceptable.

PRE-DELIVERY SERVICE
After transportation from the factory and prior to delivery, the apparatus will receive a predelivery service to confirm proper operation and correction of any issues found as a result of said inspection. The Golden State Fire Apparatus, Inc. pre-delivery service consists of the following:
• Engine Compartment and Undercarriage – Check for any broken mounting brackets and inspect for correct capacities of the following (if applicable): engine oil, coolant, power steering fluid, washer reservoir fluid, transmission fluid, rear end fluid, pump transmission oil, and primer oil.
• Interior – Operate all doors, windows, and locks for proper adjustment. Check upholstery.
• Exterior – Repair reasonable paint scratches or chips. Tighten any loose hardware and inspect tires and wheels for proper pressure and lug torquing. • Road Test – With the water tank (if applicable) full, the apparatus will be driven approximately twenty miles which allows the drive train components to get up to operating temperature. Road test will be on both city and highway roads. A DOT compliant brake test will be conducted to ensure the system is holding air. The brake condition and wheel seals will also be inspected.

City Council/RSA Agenda 238 Tuesday, May 13, 2025
3 • Electrical - Operate all lights, sirens, and other electrical accessories to verify operation. • Pump - If applicable, vacuum test the pump to hold for 15 minutes. After vacuum test, operate the relief valve, transfer valve and check pump shift. Check water tank for leaks and inspect water level gauge for calibration. With discharge caps loose, rapid test all individual gauges and main gauges for calibration. Lubricate valve rods. • Foam System – If applicable, tighten caps and connect foam lines. Test selector, valves, metering valve and operation of foam system (including flush). • Fuel Tank - Fuel tank will be filled at the dealership location prior to final delivery. • DEF Tank - DEF tank will be filled at the dealership location prior to final delivery. • Wash - The apparatus will be thoroughly washed at the dealership location prior to final delivery.

FINAL DELIVERY (CUSTOMER LOCATION)
GSFA will, at their expense, deliver the Product (including any applicable equipment, spare parts, and supplies) to the Customer specified address once completed. Prior to delivery of the Product, Customer agrees to provide proof of liability and physical damage insurance to GSFA. GSFA will not release the Product to the Customer until such proof of insurance is provided.

It is the responsibility of the Customer to have any outstanding balance due, paid in full to GSFA, prior to or at the time that the Product is complete and ready to deliver. If payment is late or delivery is delayed pending payment, a daily finance charge of $150.00 and a daily storage fee of $50.00 may apply until such payment is received.

Due to insurance liability, the Product will not be delivered without full acceptance and full payment (or prior written agreement between the Customer and GSFA).

END OF EXHIBIT “D”
City Council/RSA Agenda 239 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT ARESOLUTION APPROVING THE PURCHASE OF DOOR ACCESS EQUIPMENT, SOFTWARE,AND

PROFESSIONAL SERVICES FOR THE CITYHALL BUILDING THROUGH PORTOLA, FOR ANOT-TO-EXCEED CONTRACT AMOUNT OF $175,166.93,AND AUTHORIZING THE CITYMANAGER TO EXECUTE THE

AGREEMENT

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution approving the purchase of door access equipment, software, and professional services for the City Hall building for a not-to-exceed contract amount of $175,166.93. The purchase will include professional services for the hardware installation, configuration, and training.

STRATEGIC PLAN ALIGNMENT
This agreement supports Goal D.: Create a healthy, sustainable community and maintain and improve the City’s infrastructure.

Strategy 10: Create and implement a plan to maintain and upgrade the City’s buildings.

BACKGROUND
The building access management system is a critical component of the City’s building security, managing access to the building perimeter doors, employee office areas, police secure rooms, and police parking lot. The City Hall building is equipped with fifty (50) card/PIN readers that enable employees, contractors, and council to validate their identity before being allowed into secure areas. However, the access management system has become outdated. The equipment, now over 15 years old, is no longer supported by the vendor and relies on legacy technology deemed insecure.

Frequent issues include door locks failing to synchronize with the user database and going offline. Additionally, the current door access management software cannot integrate with the security camera system or the end-user management system. This lack of synchronization forces the IT team to duplicate efforts when enabling or disabling users, leading to inefficiencies.

In 2023, ten (10) of the locks were upgraded to a new model offering enhanced security features and streamlined management capabilities. This upgrade has demonstrated the potential for improved system reliability and efficiency.

DISCUSSION
Staff conducted a comprehensive review of the existing card readers, alarm systems, and door access management software. The purchase agreement with Portola will include the hardware and installation of new wired badge/PIN readers for fifteen (15) doors and roll-up garages, along with nineteen (19) wireless door locks equipped with built-in readers. The agreement also includes new wireless hubs, controllers and door lock hardware to connect the new readers to the building's access management system.

City Council/RSA Agenda 240 Tuesday, May 13, 2025
The professional services provided by Portola will cover the installation of new door access readers, reprogramming of controllers, and programming of fifty (50) card reader units. Additionally, Portola will assist the IT department in transitioning to a new door access management software that integrates seamlessly with the building’s camera system and end-user management platform, enhancing system efficiency and security.

The Portola quote utilizes the cooperative purchasing program, California Multiple Award Schedules (CMAS). CMAS offers access to a wide range of commodities, non-IT services, and information technology products at prices evaluated to be fair, reasonable, and competitive.

FISCAL IMPACT
Funds are available in the FY2024-2025 IT budget to cover the cost of this service agreement.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving the purchase of door access equipment, software, and professional services for the City Hall building for a not-to-exceed contract amount of $175,166.93 and authorizing the City Manager to execute the agreement.

Prepared by:

Mario J. Vallejo, Information Technology Director
Submitted by:

Mario J. Vallejo, Information Technology Director
ATTACHMENTS:

Description Type
Draft Resolution Resolution
PorolaQuote Attachment
City Council/RSA Agenda 241 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNION CITY

APPROVING THE PURCHASE OF DOOR ACCESS EQUIPMENT,

SOFTWARE, AND PROFESSIONAL SERVICES FOR THE CITY HALL

BUILDING THROUGH PORTOLA, FOR A NOT-TO-EXCEED
CONTRACT AMOUNT OF $175,166.93, AND AUTHORIZING THE CITY

MANAGER TO EXECUTE THE AGREEMENT
WHEREAS, the purchase supports Goal D, Strategy 10: Create and implement a plan to maintain and upgrade the City’s buildings; and
WHEREAS, the building access management system is a critical component of the City’s building security, managing access to the building perimeter doors, employee office areas, police secure rooms, and police parking lot; and WHEREAS, the City Hall access equipment, now over 15 years old, is no longer supported by the vendor and relies on legacy technology deemed insecure; and WHEREAS, the purchase agreement with Portola will include the hardware and installation of new wired badge/PIN readers for fifteen (15) doors and roll-up garages, nineteen (19) wireless door locks equipped with built-in readers, new wireless hubs, controllers and door lock hardware to connect the new readers to the building's access management system; and
WHEREAS, there are sufficient funds available in the FY 2024-2025 IT budget to cover the cost of this service agreement.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Union City hereby approves the purchase of door access equipment, software, and professional services for the City Hall building through Portola for a not-to-exceed contract amount of $175,166.93 and authorizes the City Manager to execute the agreement.

City Council/RSA Agenda 242 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Approval of Door Access System Purchase for City Hall

Page 2 of 2 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
City Council/RSA Agenda 243 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Bill To:

Mario Vallejo
City of Union City
34009 Alvarado-Niles Road
Union City, CA 94587
Phone: (510)675-5681
Email: [email protected]
Ship To:

Mario Vallejo
City of Union City
34009 Alvarado-Niles Road
Union City, CA 94587
Phone: (510)675-5681
Email: [email protected]
Item
#
Mfr. Part Description Price Qty. Extended
Schlage Door HW & PIMs
1 SCH10001 AD-400-993R-50-MTK-RHO-626-J-RHR-4B-134
Mfr: Schlage
$ 2,299.38 1 $ 2,299.38
2 SCH9532 AD-400-CY-50-MTK-RHO-626-J-LH-4B-13-247-10-025-134 Mfr: Schlage
$ 2,001.88 4 $ 8,007.52
3 *000 AD-400-CY-50-MTK-RHO-626-J-LH-4B-13-247-10-025-138 (NON STD THICKNESS) Mfr: Schlage
$ 2,055.63 1 $ 2,055.63
4 *000 AD-400-CY-50-MTK-RHO-626-J-LHR-4B-13-247-10-025-134 Mfr: Schlage
$ 2,001.88 2 $ 4,003.76
5 SCH1091 AD-400-CY-50-MTK-RHO-626-J-RH-4B-13-247-10-025-134 Mfr: Schlage
$ 2,001.88 1 $ 2,001.88
6 *000 AD-400-CY-50-MTK-RHO-626-J-RHR-4B-13-247-10-025-134 Mfr: Schlage
$ 2,001.88 10 $ 20,018.80
7 SCH6133 SCH PIM400-485-RSI
Mfr: Schlage
$ 1,275.00 7 $ 8,925.00
Group Total $ 47,311.97
Schlage Misc. Accessories
8 SCH0022 SCH 593PI-12DC
Mfr: Schlage
Notes: Power Interface Unit, 12V DC, used for powering and managing Schlage lock systems.
$ 116.21 11 $ 1,278.31
9 *000 SCH 20-057 T145 626
Mfr: Schlage
Notes: Key cylinder for Schlage locks.
$ 145.19 4 $ 580.76
10 *000 SCH 20-030 T145 626
Mfr: Schlage
Notes: Replacement key cylinder for Schlage locks.
$ 83.24 15 $ 1,248.60
11 DNJ0007 DNJ FS-260-PC FRAME FILLER PLA
Mfr: Schlage
Notes: Frame filler plate for structural reinforcement and compatibility with Schlage systems.
$ 1.95 1 $ 1.95
12 SCH3095 SCH ND80JD RHO 626
Mfr: Schlage
Notes: Commercial-grade door lock.
$ 564.30 3 $ 1,692.90
13 SCH0293 SCH 10-025-1316-626 STRIKE
Mfr: Schlage
Notes: Strike plate for Schlage locks.
$ 13.25 1 $ 13.25
14 SCH0571 SCH MTB11 MULLION MOUNT
Mfr: Schlage
$ 252.00 4 $ 1,008.00
15 SCH0577 SCH MTB15 WALL MOUNT
Mfr: Schlage
Notes: Wall-mounted card reader.
$ 242.40 1 $ 242.40
16 SCH0578 SCH MTKB15 WALL MOUNT WITH KEY
Mfr: Schlage
Notes: Wall-mounted card reader with keypad.
$ 391.20 10 $ 3,912.00
Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 244 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Item
#
Mfr. Part Description Price Qty. Extended
17 SCH5683 SCH WRI400
Mfr: Schlage
Notes: Wireless connection hub for locks.
$ 816.00 10 $ 8,160.00
18 VND0206 VND 6211 FSE DS 24VDC US32D
Mfr: Schlage
Notes: Electric strike for secure door access.
$ 747.28 1 $ 747.28
19 *000 VND PA-AX98EO LD 3' 26D
Mfr: Schlage
Notes: Exit device for secure access control.
$ 1,418.87 1 $ 1,418.87
20 *000 SCH 48-101 T145 OP KY 1BIT
Mfr: Schlage
$ 11.44 27 $ 308.88
21 *000 SCH 48-056-T145 CNTRL 1BIT
Mfr: Schlage
Notes: Schlage Control Key for T145 cylinders, enabling secure administrative access.
$ 17.06 2 $ 34.12
22 SCH5217 SCH 900-BBK BATTERY BACKUP KIT
Mfr: Schlage
$ 179.45 3 $ 538.35
23 SCH5204 SCH PS902 POWER SUPPLY
Mfr: Schlage
$ 185.66 3 $ 556.98
24 SCH5211 SCH 900-4RL RELAY BOARD
Mfr: Schlage
$ 398.18 2 $ 796.36
25 SCH5218 SCH 900-FA FIRE ALARM RELAY
Mfr: Schlage
$ 45.82 1 $ 45.82
26 SCH5024 SCH 7766 DOOR POSITION SWITCH
Mfr: Schlage
$ 145.00 10 $ 1,450.00
27 SCH0373 SCH 679-05HM
Mfr: Schlage
Notes: Electric Hinge with Monitor, 5-Wire, Heavy Duty
$ 74.00 5 $ 370.00
28 *000 SCH 679-05WD
Mfr: Schlage
Notes: Electric Hinge, 5-Wire, Wood Door Application
$ 88.41 5 $ 442.05
Group Total $ 24,846.88
CMAS
29 CMAS-Contract CMAS Contract #: 3-20-84-0093A
Mfr:
$ 0.00 1 $ 0.00
Genetec HW & SW
*30 GSC-Sy-E-1R 1 External reader connection (required when hardware not purchased from Genetec™)
Mfr: Genetec
$ 191.76 24 $ 4,602.24
31 SY-CLOUDLINKG2 Synergis™ Cloud Link with 4GB of RAM, 16GB Flash, second generation, installed with Synergis™ access control firmware, four RS-485 ports, PoE.

Mfr: Genetec
$ 1,133.52 1 $ 1,133.52
32 SY-MP1502 MERCURY MP1502 INTELLIGENT CONTROLLER (2 DOORS, UP TO 4 READERS WITH OSDP) - 2 reader connection licenses included - Add GSC-SY-X-1RE if more reader connections are needed
Mfr: Genetec
$ 1,632.10 1 $ 1,632.10
33 SY-MR52-S3 Mercury MR52 2-reader interface module Series 3 (8 inputs, 6 relays, PCB only, 2 reader licence connections included). Add GSC-SY-X-1RE if more reader connections are needed.

Mfr: Genetec
$ 784.09 4 $ 3,136.36
34 ADV-RDR-E-4Y Genetec™ Advantage for 1 Synergis™ Enterprise Reader – 4 years Mfr: Genetec
$ 44.81 34 $ 1,523.54
Group Total $ 12,027.76
Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 245 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Item
#
Mfr. Part Description Price Qty. Extended
Bold Lock Tech Door Installation Labor
*35 Bold Lock Door Labor - FP Door HW Installation for 34 • To install customer supplied access door hardware on 19 doors (AD400s) based on site walk and information supplied. The access company (Schlage) must supply the power and rex wire to the transfer hinge, door loop, mag lock and or electric strike locations.
• Hardwire 15 doors.

Mfr: Bold Lock Tech
Notes:

Bold Lock Tech has a one year parts and labor warranty. Warranty does not cover abuse damage caused by others or product worked on by others after initial installation by Bold Lock Tech personnel. Warranty work is only available during the hours of 8:00 a.m.- 4:30 p.m. M -F excluding holidays. Warranty work is at the discretion of Bold Lock Tech The customer acknowledges that Bold Lock Tech has the right to charge 1.5% per month on all invoiced amounts which are not paid within terms. Terms may vary according to your invoice. Bold Lock Tech is a licensed California contractor and has the right to place a mechanics lien on any property where work has been conducted to enforce payment of debt by customer. The customer agrees to these provisions and to reimburse Bold Lock Tech any reasonable attorneys or collection fees required to enforce any of the preceding conditions. Oral changes to these terms are not binding $ 24,375.00 1 $ 24,375.00
Group Total $ 24,375.00
Portola Systems, Inc. Labor
Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 246 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Item
#
Mfr. Part Description Price Qty. Extended
*36 LABOR - FP Labor: Project Service and Support
Union City Access Control Project: APRIL2025
Project Start Date: TBD
Project End Date: TBD
Union City is in need of services required to install Schlage PIMs, card readers, power supplies, and associated network equipment, including cabling, device programming, device mounting, and documentation.

List of Tasks to be Delivered:
• Conduct site walks and complete design documents.
• Gather inventory of doors, update door naming list, and review with customer for sign-off.
• Confirm door schedules and administrative settings.
• Define naming convention for controllers, MTK readers, and AD400s in design documents.
• Coordinate with IT to confirm switch port configurations, including IP connectivity and POE+ power where applicable.
• Program PIMs and Controllers remotely in Portola Lab. • Deliver equipment onsite and schedule cutovers.
• Asset tag and label all devices according to IT requirements. • Mount WRIs and PIMs in IDF closets and establish connectivity to the network (each panel requires one Ethernet connection, a DHCP IP address with internet access, and a NEMA 5-15 wall power receptacle) • Provide and install power supplies required for Schlage devices. • Run network port to panel location, program switch port, and uplink to the network.
• Run Cat6 shielded Ethernet cables to each PIM and card reader location, utilizing existing pathways and performing necessary wall penetrations. • Install conduit work with penetration for Door #13, Door #15, and Door #23. • Mount all devices, furnish and install patch cables for connectivity, and label installed components per IT standards.
• Flash existing panels and door readers to connect to Genetec • Migrate existing door readers, gates, alarm, and new door connections to panel(s) and add to Genetec access control system
• Test all doors and schedules per building.
• Provide panel documentation including door-to-slot matrix, serial numbers, door names, and door site map.
• Update and furnish as-built documentation, including a device matrix and site map listing: Device Make/Model, Serial Number, MAC Address, Location, and ID.
• Turn over the system to Union City IT with a comprehensive walkthrough and user training for administrative setup and use.
• Turn over to Genetec Support for user onboarding and admin training. • Furnish 1YR workmanship warranty.

List of Hardwired Doors:
• CH ATRIUM FRONT DOOR WIRED
• CH ATRIUM FRONT DOOR 2 WIRELESS
• CH LOBBY ADMIN
• CH ATRIUM REAR DOOR 1
• PD LOBBY DOOR
• PD LOBBY TO PD HALLWAY
• PD MAIN GATE LOADING DOCK
• PD SWAT LOCKER ROLL UP
• PD GARAGE TRAFFIC ROLL UP RIGHT
• PD GARAGE TRAFFIC ROLL UP MIDDLE
• PD GYM ROLL UP
• PD REAR LOT
• PD GARAGE ROLL UP LEFT
• PD SNITCH ROOM
• PD SNITCH UPPER
List of Wireless Doors:
$ 56,250.00 1 $ 56,250.00
Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 247 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Item
#
Mfr. Part Description Price Qty. Extended
• CH LOBBY CM
• CH LOBBY COUNCIL CONF
• CH LOBBY COUNCIL CONF IS
• CH LOBBY ECD
• CH LOBBY PW
• CH BREAKROOM
• CH HR
• PD PROPERTY
• PD SWAT LOCKER ROOM
• PD GYM SALLY PORT
• PD PROPERTY EVIDENCE
• PD TRAFFIC
• PD REPORT WRITING DOOR
• PD BOOKING ROOM
• PD PROPERTY OFFICE
• PD IT OFFICE
• CH DATA CENTER FRONT
• CH DATA CENTER REAR
• PD RADIO ROOM
Mfr:

Notes:

CONTRACT TYPE: Fixed Budget Project Milestone Based:
• Milestone 1: 35% due upon signature
• Additional milestones billed as % complete at the end of each month General Disclaimer:
• Portola Systems is not responsible for network connectivity, building power, condition of existing cabling or door locks.
• Migration of existing door locks to new panel will be considered best-effort.

Any issues identified during the migration will be promptly discussed with customer point of contact prior to proceeding with any work that may incur additional outside the scope fees for change orders.
• Portola Systems is a certified dealer and installer of Schlage products.

Portola Systems does not make any explicit guarantees that system design or safety protocols meet any life safety requirements imposed by customer or any outside organizations. All system functionality and licensing is bound by the agreement made between customer and manufacture commonly referred to as the End-User Agreement. Additional information regarding terms of device warranty, licensing, and ongoing product development if required can be provided by Schlage or Genetec to customer directly. • Portola Systems will warranty all workmanship including programing and physical installation of products performed by Potola Systems for a period of 1 year following completion of the project. Warranty does not include adds, moves, changes to any of the systems following completion of the project.

Warranty does not include system updates, which are furnished directly by Verakda for ongoing operation of the system.
• All work to be performed during standard business hours - no off-hours, holiday or weekend rates quoted
• Ethernet to be run through existing pathways - no cable tray or supports quoted.
• Includes up to 10' on average conduit installation as needed for outdoor locations.
• All pathways and work areas are to remain accessible and free from obstruction during agreed upon schedule
• Any time spent troubleshooting defective or DOA equipment furnished by customer to be considered outside the scope of thie agreement. • Any time spent adjusting schedules or standing time due to unavailable work space during
Group Total $ 56,250.00
Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 248 Tuesday, May 13, 2025

PORTOLA SYSTEMS INC
327 O'Hair Court, Suite B
Santa Rosa, CA 95407
Phone: 707-824-8800
T20240715.0019 - Access
Control Union City
Number: 15823
Date: 04/22/2025
Quote prepared for: Mario Vallejo
Item
#
Mfr. Part Description Price Qty. Extended
36 item(s) Sub-Total $ 164,811.61
Tax @ 10.75% $ 8,555.32
Freight $ 1,800.00
Total $ 175,166.93
(*) Tax exempted Part(s)
Quote Valid Until: 05/29/2025
Payment Details Shipping and Delivery Details
Pay by: Company PO
Payment Term: Due upon Receipt
Other Details
:

Shipping via: Delivery
Delivery Notes: Access Hardware Supply
Notes:
++ T145 KEYWAY REQUIRES LETTER OF
AUTHORIZATION ++
++ ASSUMES ALL CYLINDERS/CORES
1-BITTED ++
++ ALLOW 6-8 WEEKS PLUS TRAVEL ++
Terms and Conditions
Freight/Shipping not included unless otherwise noted.

Handling Fees not included unless otherwise noted.

Cancellation is subject to a 10% restocking fee.

Returns may be subject to additional fees and/or terms defined by manufacturer.

Late Fee Policy: Overdue balances will be charged interest rate at current prime rates + 1.5% per month or greater based on terms defined by manufacturer.

Upon approval, please submit signed quote and/or End User PO to [email protected] and include ticket number in the subject line.

Prepared by: Brooke Mincey Email: [email protected] Phone: 707-824-8800 City Council/RSA Agenda 249 Tuesday, May 13, 2025
Agenda Item
DATE: 5/6/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION DECLARING ITS INTENTION TO RENEW THE UNION LANDING PROPERTY AND

BUSINESS IMPROVEMENT DISTRICT AND TO LEVY AND COLLECT ASSESSMENTS WITHIN SUCH DISTRICT PURSUANT TO THE PROPERTYAND BUSINESS IMPROVEMENT DISTRICT LAW OF 1994, PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE, CALLING AN ASSESSMENT

BALLOT PROCEEDING,AND ESTABLISHINGATIME AND PLACE FOR APUBLIC HEARING

EXECUTIVE SUMMARY
Staff recommends the City Council adopt the attached Resolution (Attachment 1) declaring its intention to renew the Union Landing Property and Business Improvement District (PBID) and to levy and collect assessments within such district pursuant to the Property and Business Improvement District Law Of 1994, Part 7 of Division 18 of the California Streets and Highways Code, calling an assessment ballot proceeding, and establishing the July 8, 2025 City Council meeting as the time and place for the required public hearing.

The current Union Landing PBID ends on June 30,2025 and the adoption of the attached resolution declares the City Council's intention to renew the Union Landing PBID for an additional five years. The PBID provides for security services, marketing and promotional efforts, and administration of the PBID. Attached to this staff report is a Management District Plan and Engineer's Report (Exhibit A), which provides a detailed breakdown of the services and activities covered by the PBID as well as the apportionment analysis.

STRATEGIC PLAN ALIGNMENT
This agenda item is in alignment with the following:

Goal C, Strategy 4: Enhance the City’s partnership with Union Landing property owners and tenants to grow the vitality of the business district and revenue to the City.

BACKGROUND
City staff engaged the services of NBS to assist with the PBID renewal. The Union Landing PBID includes those parcels which are in the commercial business center known as the Union Landing Center. The center is generally bounded by Interstate 880 to the east, Whipple Road to the north, Dyer Street to the west and Alvarado-Niles Road to the south.

The Union Landing property owners and the City Counci approved the formation of the Union Landing PBID in 2004. Since formation, the PBID has been renewed multiple times, each for a three-year term, until the last renewal, which was for a term of five years. The current PBID term ends June 30, 2025.

The PBID initially was established to provide funding for security services and administration. Over time, funds to support the marketing of the shopping center were added to the PBID, which have paid for a variety of items including capital projects, banners and signage, creation and City Council/RSA Agenda 250 Tuesday, May 13, 2025
maintenance of a website for the shopping center, social media presence, and events. In addition, a non-profit entity was formed, the Union Landing Property Owners' Association (ULPOA), which was required by law, to manage the activities of the PBID. The ULPOA has a "Board of Directors" (Board) who governs the non-profit. The Board make recommendations to the City Council on the expenditure of revenues derived from the levy of assessments.

DISCUSSION
Staff initiated negotiations with the Board to renew the PBID in 2024. The renewal process provides an opportunity to update the services covered by the PBID. Generally speaking, during the PBID term, the assessments can only be spent on the services described in the attached Management Plan and Engineer's Report.

Consistent with the prior PBID renewals, the PBID will continue to fund three dedicated police officers, a police substation in the shopping center, and provide funding towards Police Department vehicles and equipment. The PBID will also fund marketing and promotional efforts to support the shopping center including social media and website support, and the hosting of special events. Lastly, the renewal includes funds for administration of the PBID.

City staff, specifically the Economic Development Manager, has historically managed administration of the PBID. When the PBID was originally formed, administration was straight forward as the only items covered were three dedicated police officers. With the addition of marketing and promotion activities to the PBID, the Union Landing Property Owners Association (ULPOA) was established as a non-profit entity to oversee the organization's projects and expenditures. Over time, the PBID has become more complicated and time consuming for Union City staff to manage. As a result, the PBID renewal includes $100,000 per year to cover the cost of a third-party administrator. The third-party administrator will be responsible for all the activities that City staff has been performing.

The shift to a third-party administrator will free up time in City staff's schedule to focus on other Economic Development priorities. City staff will continue to function as the City's liaison to the ULPOA and provide support through a six-month transition period, which is anticipated to wrap up at the end of 2025. Staff from the Finance Department will also continue to be involved in the PBID as the County assessments are provided to the City, who then will pass the funds to the PBID to administer.

The current renewal also includes a transition from fiscal year to calendar year, in terms of PBID operations, to better align with the receipt of County assessments and income tax filings, and ensure the PBID has sufficient funds to operate successfully. To facilitate this, the first "year" of the PBID includes a transitional period from July 1, 2025 through December 31, 2025 in addition to the standard one-year period beginning January 1, 2026 through December 31, 2026. As such, the first year's assessments will cover an additional six months of operations and are higher than what will be assessed in the remaining four years of the PBID term.

FISCAL IMPACT
In the first year, the PBID assessment will provide funding, for the above referenced activities/services, in the amount of $1,615,471.62. This amount is paid for by the property owners and is referred to as the "special benefit." Exhibit A includes a table showing the breakdown of what each property owner is required to pay broken down by parcel. The Union Landing Transit Center parcel is one of the parcels assessed as part of the special benefit. The City is estimated to pay approximately $750 for this parcel in the first year. Other City-owned parcels, which accommodate roadways, are included in the table but not assessed. In addition, the City will contribute $75,399.35 to cover the "general benefit" conferred by the services. General benefit is defined as the benefit to the public at large resulting from the services to be provided by the assessments levied, which must be paid for by the City. Beginning in the second year, the special benefit assessments will be $1,214,674.99 and the general benefit assessment will be $54,208.05. Staff does not have an estimate for its portion of the special benefit for the second year, but it will be reduced. The second-year assessments reflect the removal of the additional six months of costs included in the first year. As stated previously, the assessment calendar will shift from a fiscal year to a calendar year to better align with property tax assessments and the income tax filings. The second-year assessments also reflect a four percent increase from the prior year, which the Board and the City can add to address increases in costs. A four percent increase can also be added to each subsequent year.

RECOMMENDATION
Staff recommends the City Council adopt a resolution declaring its intention to renew the Union Landing PBID and to levy and collect assessments within such district pursuant to the Property and Business Improvement District Law Of 1994, Part 7 Of Division 18 Of the California Streets and Highways Code, calling anAssessment Ballot Proceeding, and establishing a time and place for a Public Hearing. The Public Hearing is scheduled for July 8, 2025.

City Council/RSA Agenda 251 Tuesday, May 13, 2025
Prepared by:

Gloria Ortega, Economic Development Manager
Submitted by:

Carmela Campbell, Economic Development Manager
ATTACHMENTS:

Description Type
Draft Resolution Resolution
ExhibitA - PBIDManagement District Plan &Engineer's Report Exhibit City Council/RSA Agenda 252 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNION CITY

DECLARING ITS INTENTION TO RENEW THE UNION LANDING

PROPERTY AND BUSINESS IMPROVEMENT DISTRICT AND TO LEVY

AND COLLECT ASSESSMENTS WITHIN SUCH DISTRICT PURSUANT

TO THE PROPERTY AND BUSINESS IMPROVEMENT DISTRICT LAW
OF 1994, PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS AND

HIGHWAYS CODE, CALLING AN ASSESSMENT BALLOT

PROCEEDING AND ESTABLISHING A TIME AND PLACE FOR A

PUBLIC HEARING
WHEREAS, the City Council of the City of Union City (hereafter referred to as the “City Council”) pursuant to the provisions of the Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of California (hereafter referred to as the “Act”), did by previous Resolutions, complete proceedings for the formation and subsequent renewal of the Union Landing Property and Business Improvement District (hereafter referred to as the “District”); and WHEREAS, the Act authorizes cities to levy and collect assessments on real property within such districts for the purpose of providing improvements and promoting activities that specially benefit real property within such districts; and WHEREAS, Articles XIIIC and XIIID of the California Constitution and Section 53753 of the California Government Code impose certain procedural and substantive requirements relating to the levy of new or increased assessments; and WHEREAS, the City Council renewed the District for a five-year period ending with Fiscal Year 2024/25 on July 14, 2020; and
WHEREAS, written petitions have been submitted by District property owners requesting the City Council to initiate proceedings pursuant to the Act to renew the District for a five-year period; and
WHEREAS, such petitions were signed by property owners in the District who will pay more than fifty percent of the assessments proposed to be levied; and WHEREAS, a Management District Plan entitled the “Union Landing PBID Management Plan” (hereafter referred to as the “Management District Plan”) has been prepared and submitted to the City Clerk, and is labeled Exhibit A, attached hereto and made a part hereof, containing all of the information required by Section 36622 of the Act, including a description of the boundaries of the District, the improvements and activities proposed for the District, and the cost of such improvements and activities.

NOW, THEREFORE BE IT RESOLVED, BY THE CITY COUNCIL AS FOLLOWS:

1. Intent to Renew District: Pursuant to Section 36621(a) of the Act, the City Council declares its intention to renew for five years, the Union Landing Property and Business Improvement District and to levy and collect assessments on lots and parcels of real property within the District, commencing with the Fiscal Year commencing July 1, 2025 and ending June 30, 2030.

City Council/RSA Agenda 253 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Renewal of Union Landing PBID and Assessment Ballot Proceeding

Page 2 of 3 ends

2. Management District Plan and Engineer’s Report: The City Council hereby approves the Management District Plan, which contains the District’s Engineer’s Report, on file in the office of the City Clerk. The City Clerk shall make the Management District Plan and other documents related to the District available to the public for review during normal business hours.

3. Ballot Proceeding: An assessment ballot proceeding is hereby called on behalf of the City Council on the matter of confirming assessments for any property within the District subject to a new assessment pursuant to Article XIIID of the California Constitution. The assessment ballot proceeding on the matter of authorizing the levy of the assessments, pursuant to Section 4 of Article XIIID of the California Constitution, consists of a ballot and mailed notice, distributed by first class mail to the property owner(s) of record as identified on the last equalized property tax roll of the County of Alameda subject to the proposed assessment. Each property owner’s ballot is weighted by the amount of his or her proposed assessment. Each property owner may return the ballot by mail or in person to the City Clerk not later than the conclusion of the Public Hearing on the matter on July 8, 2025. At the conclusion of the Public Hearing, the City Clerk and/or an impartial designee shall tabulate the ballots to determine if a majority protest exists. The ballots shall be weighted according to the proportional financial obligation of each affected parcel.

A majority protest exists if, upon the conclusion of the public hearing, weighted ballots submitted in opposition to the assessment exceed the weighted ballots submitted in favor of the assessment. Provided a majority protest does not exist, the City Council may then renew the District by adopting a resolution to that effect.

4. Notice of Public Hearing: Notice is hereby given that the City Council shall conduct a public hearing on the renewal of the District and the levy and collection of assessments for Fiscal Year 2025/26 on July 8, 2025, at 7:00 PM or as soon thereafter as the matter may be heard, in the City Council Chambers located in City Hall, 34009 Alvarado-Niles Road, Union City, CA 94587.

5. Proposed Activities and Improvements: The activities within the District are security and administration. The activities are described more specifically in the Management District Plan.

6. Proposed Assessment: The assessment is proposed to be levied on property in the District pursuant to the method contained in the Management District Plan.

The proposed levy for the entire District for Fiscal Year 2025/26 is $1,615,471.62.

The maximum amount to be levied and collected for subsequent years may be increased by an amount not to exceed four percent per year. No bonds will be issued. The assessment is described more specifically in the Management District Plan.

7. Proposed Boundaries: The District includes those parcels which are located in the commercial business center known as the Union Landing Center. The center is bounded by Interstate 880 to the east, Whipple Road to the north, Dyer Street to the west and Alvarado-Niles Road to the south. The District boundaries are described more specifically in the Management District Plan.

City Council/RSA Agenda 254 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Renewal of Union Landing PBID and Assessment Ballot Proceeding

Page 3 of 3 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
Attachments:

1. Exhibit A - Union Landing PBID Management Plan
City Council/RSA Agenda 255 Tuesday, May 13, 2025
nbsgov.com
Prepared by:

Corporate Headquarters
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516
Management District Plan For:

Union Landing Property and Business Improvement
District
March 2025

EXHIBIT A
City Council/RSA Agenda 256 Tuesday, May 13, 2025

TABLE OF CONTENTS
EXECUTIVE SUMMARY....................................................................................................1

1.1 The Union Landing PBID............................................................................................1

1.2 Goal of the Union Landing PBID................................................................................1

1.3 Boundaries.................................................................................................................1

1.4 Management District Plan Overview ........................................................................1 DISTRICT AT A GLANCE....................................................................................................2

2.1 Union Landing PBID Boundaries................................................................................2

2.2 Services......................................................................................................................2

2.3 Annual Total Budget and Assessments.....................................................................2

2.4 Term ..........................................................................................................................2 BACKGROUND................................................................................................................3

3.1 What is a Property and Business Improvement District (PBID)? ..............................3

3.2 Establishing a PBID ....................................................................................................3

3.3 PBID Name Designation ............................................................................................4

3.4 Timeline for Implementation and Completion of the District ..................................4 DESCRIPTION OF SERVICES..............................................................................................5

4.1 Security Services........................................................................................................5

4.2 Marketing Program ...................................................................................................5

4.3 Overhead...................................................................................................................5 ANNUAL AMOUNT TO BE COLLECTED & EXPENDED.........................................................6

5.1 Security Services Cost Estimate Budget....................................................................6 METHOD OF ASSESSMENT ............................................................................................ 10

6.1 Sources of Funding ..................................................................................................10

6.2 Basis of Assessment ................................................................................................10

6.3 General Benefit Assignment....................................................................................10

6.4 Special Benefit Point Assignment............................................................................10

6.5 Parcel Factors..........................................................................................................11

6.6 Total Benefit Points Calculation ..............................................................................12

6.7 Assessment Calculation...........................................................................................12

6.8 Number of Years Assessments Will Be Levied ........................................................12

6.9 Time and Manner of Collecting Assessments.........................................................12

6.10 Appeals Process.......................................................................................................13

6.11 Assessor’s Parcel Listing ..........................................................................................13 City Council/RSA Agenda 257 Tuesday, May 13, 2025
DISTRICT MANAGEMENT .............................................................................................. 14

7.1 Union Landing PBID Owners’ Association ...............................................................14

7.2 Public Access ...........................................................................................................14

7.3 Union Landing PBID Advisory Board .......................................................................14

7.4 Dissolution...............................................................................................................15 APPENDICES ................................................................................................................. 15 APPENDIX A – ASSESSMENT DIAGRAM ...............................................................................8-1 APPENDIX B – ASSESSOR’S PARCEL LISTING.........................................................................8-2 APPENDIX C – ENGINEER’S REPORT.....................................................................................8-3 City Council/RSA Agenda 258 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 1

EXECUTIVE SUMMARY

1.1 The Union Landing PBID
City of Union City (the City”) property owners in the Union Landing shopping center and the City Council (the “City Council”) of the City approved the formation of the Union Landing Property and Business Improvement District (the “PBID”) – a property and business improvement district pursuant to the Property and Business Improvement District Law of 1994, California Streets and Highway Code Sections 36600 et seq (the “1994 Act”) – in 2004 for a one-year period. Since formation, the PBID has been renewed multiple times, each previous renewal being for a three-year term. The PBID has provided funding for the operation of a police substation in the shopping center. In 2017, the PBID also included marketing services. In 2020, property owners in the PBID renewed the funding for both security and marketing services provided through the PBID for a five-year period. In 2025, property owners in the PBID will be provided with the opportunity to renew for another five-year period.

1.2 Goal of the Union Landing PBID
The goal of the PBID is to maintain the high quality entertainment and shopping environment of the Union Landing center, protect the safety of visitors, and provide businesses within the shopping center with valuable marketing efforts. The positive reputation of the center as a safe and enjoyable shopping and entertainment complex has allowed the center to maintain its position as a regional retail destination.

1.3 Boundaries
The Union Landing PBID includes those parcels which are located in the commercial business center known as the Union Landing Center. The center is generally bounded by Interstate 880 to the east, Whipple Road to the north, Dyer Street to the west and Alvarado-Niles Road to the south.

Please see Appendix A for the assessment diagram of the PBID.

1.4 Management District Plan Overview
The Management District Plan is the result of the work of property owners in the PBID and City staff dedicated to improving the Union Landing shopping Center. The Management District Plan includes an updated description of services, annual budget, assessment methodology, and district management guidelines.

City Council/RSA Agenda 259 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 2

DISTRICT AT A GLANCE
In 2004, property owners established the PBID for a one-year operational term. Based on the success of the services provided, property owners have renewed the PBID for additional three-year terms including the most recent renewal in 2017. In 2020, property owners in the PBID renewed the funding for both security and marketing services provided through the PBID for a five-year period.

2.1 Union Landing PBID Boundaries
The Union Landing PBID includes those parcels that are located in the commercial business center known as the Union Landing Center. The center is generally bounded by Interstate 880 to the east, Whipple Road to the north, Dyer Street to the West and Alvarado-Niles Road to the south.

Refer to Appendix A for an assessment diagram that more fully provides a description of the PBID’s boundaries and parcels within.

2.2 Services
The improvements, services, and activities provided in this Management District Plan include the provision of security services, marketing and promotional efforts and related management activities to support those efforts, as further described in Section 4, herein.

2.3 Annual Total Budget and Assessments
The total proposed annual operating budgets for Fiscal Year 2025/26 is $1,386,076.05 for security services and $304,776.00 for marketing services. This includes an additional six months of services as the PBID transitions to paying for services on a calendar year basis. Assessment revenue of $1,316,772.67 and $298,680.48, respectively provides 95.00% and 98.00%, respectively, of the annual operating budgets. The remaining portion of the annual operating budgets will be paid for by the City’s general fund. The assessment calculation for each property utilizes a combination of dispatched police calls, building square footage and lot square footage. Section 6 of this Management District Plan provides a more detailed procedure of the annual assessment calculation.

2.4 Term
If renewed, assessments would be collected for five years (July 1, 2025, through June 30, 2030).

Expenditure of those collected assessments can continue for up to six months after the end of the assessment collection period (December 31, 2030), at which point the PBID would terminate, if not renewed.

City Council/RSA Agenda 260 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 3

BACKGROUND
Property owners establish special assessment districts to provide a constant funding source for various improvements, services, and activities that benefit properties within a defined geographical area. The improvements, services, and activities can include providing enhanced cleaning and maintenance services, improving security, providing for marketing activities to promote and revitalize an area, and other programs found to benefit an area. The ongoing revenue stream for the improvements, services, and activities comes from the annual assessments funded by properties within the special assessment district. The process by which special assessment districts are formed is outlined below.

3.1 What is a Property and Business Improvement District (PBID)? A PBID is a special assessment district that provides for the levy and collection of assessments on properties within a geographically defined area. Assessment revenue collected from the benefitting properties pays the costs associated with the improvements, services, and activities provided to the PBID area. Proceedings are conducted pursuant to Proposition 218, the “Right to Vote on Taxes Act” approved by California voters in 1996, which added Articles XIIIC and XIIID to the California State Constitution (the “Assessment Law”) and the Property and Business Improvement District Law of 1994, California Streets and Highway Code Sections 36600 et seq (the “1994 Act”).

A PBID established under the Assessment Law and 1994 Act may be administered by an owners’ non-profit management corporation. The owners’ non-profit management corporation may administer or implement the improvements, services and activities specified in the management district plan. The City Council appointed PBID advisory board shall make a recommendation to the City Council on the expenditure of revenues derived from the levy of assessments. The advisory board shall also cause to be prepared a report of each fiscal year for which assessments are to be levied and collected. The annual report shall contain, but is not limited to, any proposed changes in the PBID boundaries or any benefit zones within the district; the improvement and activities to be provided for that fiscal year; an estimate of the cost of providing the improvements and the activities for that fiscal year; the method and basis of levying the assessment; the amount of any surplus or deficit revenues to be carried over from a previous fiscal year; and the amount of any contributions to be made from sources other than assessments levied pursuant to this part.

3.2 Establishing a PBID
The 1994 Act and Assessment Law provide the legal framework for establishing this PBID. As part of the formation proceedings, a Management District Plan is prepared in accordance with Section 36622 of the 1994 Act. The Management District Plan must contain, but is not limited to, the following required elements:
• a map, in sufficient detail to locate each assessed property within the PBID; • the name of the PBID;
• the description of the boundaries, including any zones of benefit; • the improvements, services, and activities to be funded for each year of operation, along with the maximum cost;
City Council/RSA Agenda 261 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 4
• the total annual amount to be expended, in each year of operation, for improvements, services, activities, maintenance, and operations;
• the proposed source(s) of financing, including the basis and method of levying the assessments, and whether or not bonds will be issued;
• the time and manner of collecting the assessments;
• the specific number of years in which the assessments will be levied; • the time for implementation and completion of the Management District Plan; • any rules and regulations applicable to the PBID; and • a listing of the properties to be assessed along with the parcel number and the method by which expenses will be imposed upon benefitted real property in proportion to the benefit received.

3.3 PBID Name Designation
The name designation of this PBID is the Union Landing Property and Business Improvement District.

3.4 Timeline for Implementation and Completion of the District The PBID assessment will be effective beginning July 1, 2025, and ending June 30, 2030. PBID operations will begin in July 1, 2025.

City Council/RSA Agenda 262 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 5

DESCRIPTION OF SERVICES
The PBID will provide for the ongoing provision of security services, marketing efforts and management activities all located within the boundaries of the PBID.

4.1 Security Services
The security team will consist of three sworn full-time Union City police officers who will patrol the PBID and will be responsible for coordinating their activities to deter crime, make arrests when necessary, warn and advise trespassers and pan handlers, and respond to visitor inquiries. The staffing will include three police officers who will be dedicated on a full-time basis to the PBID. In addition, the Union City Police Department will provide emergency response to supplement dedicated services on an as-needed basis. The leasing of office space is also included.

The work schedule of the dedicated officers will be determined by the Chief of Police based upon the recommendations of the Owner’s Association of the PBID, the calls for service workload, general activity requiring increased police presence, Memorandum of Understanding with the Union City Police Officers Association, and with overall consideration of the general welfare of the entire PBID.

4.2 Marketing Program
Marketing in the PBID will generally consist of marketing and promotional efforts to maintain the visibility and desirability of Union Landing as a regional retail destination. These strategies include web page maintenance, digital campaigns, tenant engagement to support promotional efforts and can include events, center signage, banners, and murals. Marketing and promotional effort performance will be analyzed with findings and recommendations reported to the Owner’s Association. Additionally, any conditions that would affect brand perception in Union Landing will be documented and communicated to property owners or managers.

4.3 Overhead
In addition to the costs to provide the PBID services mentioned above, the PBID will incur costs for City staff time and expense related to the programs mentioned above, as well as the management of the PBID.

Professional management of the PBID by contract with a professional services contractor is also included.

City staff time includes oversight and coordination of City provided services, annual tax roll preparation, and addressing property owner questions and concerns. These activities are directly related to the PBID and services within the PBID, and without them the services could not be efficiently provided on an ongoing basis.

City Council/RSA Agenda 263 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 6

ANNUAL AMOUNT TO BE COLLECTED & EXPENDED

5.1 Security Services Cost Estimate Budget

5.1.1 2025/26 SECURITY SERVICES BUDGET
The estimated security services cost budget for the first operating period of the PBID renewal (July 1, 2025 through December 31, 2026) is as follows:

Description
2025/26
Budget
Security Services Costs:

Sworn Police Services Salaries $1,274,487.00
Vehicles and Equipment 36,244.50
Office Space Lease for Police Personnel 58,797.00
Supplies 16,548.00
Total Security Services and Incidental Costs $1,386,076.50 The 2025/26 estimated security services operating budget will be funded as follows:

Description of Revenue Source
2025/26
Revenue Amount
Assessment Revenue $1,316,793.34
Contributions for General Benefit (5.00% of Security Services Costs) 1 69,303.83 Rounding (20.67)
Total 2025/26 Annual Revenue $1,386,076.50
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

The 2025/26 budgets cover an 18-month period from July 1, 2025 through December 31, 2026 as the PBID transitions from funding on a fiscal year basis to a calendar year basis. Once that initial transition is complete, the PBID budget for 2026/27 will reflect the period of January 1, 2027 through December 31, 2027 as follows.

5.1.2 2026/27 SECURITY SERVICES BUDGET
Description
2026/27
Budget
Security Services Costs:

Sworn Police Services Salaries $883,644.32
Vehicles and Equipment 25,129.52
Office Space Lease for Police Personnel 40,765.92
Supplies 11,473.28
Total Security Services and Incidental Costs $961,013.04 The 2026/27 estimated security services operating budget will be funded as follows:

City Council/RSA Agenda 264 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 7
Description of Revenue Source
2026/27
Revenue Amount
Assessment Revenue $912,962.39
Contributions for General Benefit (5.00% of Security Services Costs) 1 48,050.65 Total 2026/27 Annual Revenue $961,013.04
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

5.1.3 2027/28, 2028/29, 2029/30 SECURITY SERVICES BUDGET Each fiscal year beginning Fiscal Year 2027/28, the maximum allowable assessment rate per benefit point may increase by up to four percent (4.00%) based on demonstrated need and a recommendation by the Owners’ Association in its annual report to the City and on City Council approval. The annual assessment cannot exceed the actual costs to operate the PBID in any given year.

Based upon a maximum possible annual assessment increase of 4.0%, beginning July 1, 2027, the total annual maximum assessment revenue each year for each of the five years is described in the following table:

Year Fiscal Year Total Maximum Annual
Assessment Revenue 1
1 2025/26 $1,316,772.67
2 2026/27 912,962.39
3 2027/28 949,480.89
4 2028/29 987,460.13
5 2029/30 1,026,958.54
1 Based upon assigned Benefit Points in FY 2025/26 which will remain the same for the five-year term of the PBID.

5.2 Marketing & Administration Program Cost Estimate Budget

5.2.1 2025/26 MARKETING & ADMINISTRATION PROGRAM SERVICES BUDGET The estimated marketing and administration program cost budget for the first operating period of the PBID renewal (July 1, 2025 through December 31, 2026) is as follows:

Description
2025/26
Budget
Marketing & Administration Services Costs:

Marketing Services $165,750.00
Administration Services Costs 1 239,026.00
Marketing & Administration Contingency 50,000.00
Less Prior Year Rollover Funds (150,000.00)
Total Marketing & Administration Services Costs $304,776.00 1 Includes costs of City staff, PBID administration, and County Auditor/Controller fees.

The 2025/26 estimated marketing program operating budget will be funded as follows:

City Council/RSA Agenda 265 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 8
Description of Revenue Source
2025/26
Revenue Amount
Assessment Revenue $298,678.28
Contributions for General Benefit (2.00% of Marketing & Administration Services Costs) 6,095.52
Rounding 2.20
Total 2025/26 Annual Revenue $304,776.00
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

The 2025/26 budgets cover an 18-month period from July 1, 2025 through December 31, 2026 as the PBID transitions from funding on a fiscal year basis to a calendar year basis. Once that initial transition is complete, the PBID budget for 2026/27 will reflect the period of January 1, 2027 through December 31, 2027 as follows.

5.2.2 2026/27 MARKETING & ADMINISTRATION PROGRAM SERVICES BUDGET Description
2026/27
Budget
Marketing & Administration Services Costs:

Marketing Services $114,920.00
Administration Services Costs 140,950.00
Marketing & Administration Contingency 52,000.00
Less Prior Year Rollover Funds 0.00
Total Marketing & Administration Services Costs $307,870.00 1 Includes costs of City staff, PBID administration, and County Auditor/Controller fees.

The 2026/27 estimated marketing program operating budget will be funded as follows:

Description of Revenue Source
2026/27
Revenue Amount
Assessment Revenue $301,712.60
Contributions for General Benefit (2.00% of Marketing & Administration Services Costs) 1 6,157.40
Total 2026/27 Annual Revenue $307,870.00
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

5.2.3 2027/28, 2028/29, 2029/30 MARKETING & ADMINISTRATION PROGRAM SERVICES BUDGET
Each fiscal year beginning Fiscal Year 2027/28, the maximum allowable assessment rate per benefit point may increase by up to four percent (4.00%) based on demonstrated need and a recommendation by the Owners’ Association in its annual report to the City and on City Council approval. The annual assessment cannot exceed the actual costs to operate the PBID in any given year.

City Council/RSA Agenda 266 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 9
Based upon a maximum possible annual assessment increase of 4.0%, beginning July 1, 2027, the total annual maximum assessment revenue each year for each of the five years is described in the following table:

Year Fiscal Year Total Maximum Annual
Assessment Revenue 1
1 2025/26 $298,680.48
2 2026/27 301,712.60
3 2027/28 313,781.11
4 2028/29 326,332.35
5 2029/30 339,385.65
1 Based upon assigned Benefit Points in FY 205/26 which will remain the same for the five-year term of the PBID.

City Council/RSA Agenda 267 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 10

METHOD OF ASSESSMENT

6.1 Sources of Funding
The levy and collection of annual assessments upon property within the PBID provides the primary funding source for the improvements, services, and activities previously outlined. As required by the Assessment Law, the City will also contribute funds toward that portion of costs related to general benefit conferred by the services.

The PBID will not issue bonds to finance any of the improvements, services, and activities provided by the PBID.

6.2 Basis of Assessment
The benefits provided to real property within the PBID relate to the improvements, services, and activities more fully described in Section 4, herein.

6.3 General Benefit Assignment
General benefit is a benefit to the public at large resulting from the implementation of PBID services. The amount of general benefit that conferred by from the PBID improvements, services, and activities cannot be funded by assessments within the PBID. It has been determined that 5.00% of the total benefits from the security services and 2.00% of the total benefits from the marketing services are considered to accrue to the public at large. Accordingly, 95.00% and 98.00% respectively of the benefits from the PBID improvements, services, and activities are considered to provide special benefits to the properties within the PBID and thus could be subject to assessment therein. Please see the City of Union City Union Landing Property and Business Improvement District Renewal Engineer’s Report (the “Engineer’s Report”), included as Appendix C, for a more detailed discussion of the calculation of the general benefit.

6.4 Special Benefit Point Assignment
Each of the parcels within the PBID receives a special benefit from the improvements. Each parcel that has a special benefit conferred upon it, as a result of the provision of improvements, services, and activities is identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the total benefits.

The total costs of the improvements, services and activities less the amount of general benefit identified, will be assessed to the parcels within the PBID based on the benefit points assigned to each parcel. To assess special benefit appropriately, it is necessary to relate parcels of different land uses, lot size and building size. Please see the Engineer’s Report, included as Appendix C, for a more detailed discussion of the special benefit point assignment.

Each parcel’s land use is a factor that differentiates parcels based on the benefit received from the services within the PBID. Parcels with a commercial or industrial land use will be the basis for assigning benefit points since business is the focus of the service activities.

City Council/RSA Agenda 268 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 11
In addition to land use, the size of the parcel and size of the structure located on the parcel also need to be considered when assigning benefit points. A larger parcel with more building square footage has a greater level of benefit than a parcel that is smaller with less building square footage.

6.4.1 REDUCED FEAR OF CRIME BENEFIT POINTS
The reduced fear of crime benefit points are assigned as follows:

Reduced Fear of Crime Benefit Points Per
2,750.00 Dispatched Call for Service

1.20 Building Square Foot

0.315 Lot Square Foot

6.4.2 INCREASED ECONOMIC ACTIVITY BENEFIT POINTS
The increased economic activity benefit points are assigned as follows:

Increased Economic Activity
Benefit Points Per

0.50 Building Square Foot

6.5 Parcel Factors
The method of apportioning benefit to parcels within the PBID reflects the proportional special benefit assigned to each property from the PBID improvements, services and activities based upon the various property characteristics for each parcel as compared to other properties within the PBID. As part of the special benefit analysis various property characteristics were analyzed including dispatched calls for service, lot square footage, building square footage, and land use. Given that the special benefits provided by the PBID improvements, services, and activities focus on reduced fear of crime benefit and increased economic activity benefit, it was determined that dispatched calls for service, lot square footage, and building square footage are the most appropriate parcel factors. Each parcel’s dispatched calls for service, lot square footage and building square footage have been used as the primary assessment variables for the calculation and assignment of special benefit points.

6.5.1 LAND USE
Property in the PBID is primarily commercial business. One parcel in the PBID, APN 463 -0104-007-00, has been assigned a County Use Code of 4400 (Miscellaneous Industrial) as of January 2025. This parcel is currently the site of I Fly, an indoor skydiving venue, which is considered a commercial parcel for purposes of PBID classification.

A small number of parcels within the PBID are driveways, streets and signage. These parcels are deemed to receive no benefit from PBID services as they are connectors/signage for other properties and do not benefit from increased economic activity.

City Council/RSA Agenda 269 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 12

6.5.2 DISPATCHED CALLS FOR SERVICE
Dispatched calls for service is the primary factor in determining the reduced fear of crime benefit as the call volume indicates the use of police services.

6.5.3 LOT SQUARE FOOTAGE AND BUILDING SQUARE FOOTAGE
Building square footage and lot square footage are both secondary factors in determining reduced fear of crime benefit as they indicate the potential use of police services.

6.6 Total Benefit Points Calculation
The total Reduced Fear of Crime Benefit Points for the PBID at this time is 16,892,794.40.

The total Increased Economic Activity Benefit Points for the PBID at this time is 550,042.00.

6.7 Assessment Calculation
The method of assessment is discussed in detail in Engineer’s Report and is summarized below:

Total Security Services Costs to be Assessed / Total Reduced Fear of Crime Benefit Points = Assessment Rate per Reduced Fear of Crime Benefit Point $1,316,772.67 / 16,892,794.40 = $0.07795
Total Marketing & Administration Services Costs to be Assessed / Total Increased Economic Activity Benefit Points = Assessment Rate per Increased Economic Activity Benefit Point $298,680.48 / 550,042.00 = $0.54301

6.8 Number of Years Assessments Will Be Levied
The proposed term for the PBID is set at five years. The City will levy assessments beginning Fiscal Year 2025/26 up through and including Fiscal Year 2029/30. Expenditure of collected assessments may continue for up to six months after June 30, 2030, if the district is not renewed. In order to authorize the levy and collection of assessments after Fiscal Year 2029/30, the City and Owners’ Association will need to go through the renewal process pursuant to the Assessment Law and 1994 Act.

6.9 Time and Manner of Collecting Assessments
Each property owner pays a share of the cost of the PBID improvements, services, and activities based on an assessment formula. The payment is collected twice yearly, through the property tax bill. The PBID assessment, including any delinquent assessment and related interest and penalties, will be received by the Tax Collector of the County of Alameda. The Tax Collector shall transfer the assessment payments to the City for distribution to the PBID for the funding of the improvements, services, and activities described in this Management District Plan. Any assessment on a property that does not receive a property tax bill from the County of Alameda will be billed-directly by the City.

City Council/RSA Agenda 270 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 13

6.10 Appeals Process
Any property owner claiming that the amount or application of the assessment is not correct, including any factors determining the assessment, such as dispatched calls for service, lot square footage and building square footage may file a written notice of appeal with the City’s Finance Director who shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the assessment, including any factors determining the assessment, and decide the appeal. If the decision of the City’s Finance Director requires the assessment to be modified or changed in favor of the property owner, a cash refund, limited to the prior years’ assessment shall be paid to a property owner in excess of the difference between the amount actually assessed and paid by a property owner and the corrected rate as determined for the year prior to the filing of the appeal. A decision of the City’s Finance Director shall be final and conclusive.

6.11 Assessor’s Parcel Listing
Appendix B of this Management District Plan provides a listing of all of the Assessor’s Parcels, including the Assessor’s Parcel Number, businesses on the parcel, dispatched calls for service, lot square footage, building square footage, special benefit points and the total 2025/26 assessment.

City Council/RSA Agenda 271 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 14

DISTRICT MANAGEMENT

7.1 Union Landing PBID Owners’ Association
The PBID owners’ association, known as the “Union Landing Property Owners Association” (the “Owners’ Association”), is a non-profit organization whose membership consists of all property owners within the PBID who pay an annual PBID assessment. The Owners’ Association is governed by an advisory board (the “Advisory Board”) whose membership is designed to represent stakeholders and areas of the PBID as well as property owners of various sizes.

7.2 Public Access
The Owners’ Association is required to comply with specified state open meeting and public records laws, the Ralph M. Brown Act, commencing with Section 54950 of the Government Code, and the California Public Records Act, commencing with Section 6250 of the Government Code. Ralph M. Brown Act compliance is required when PBID business is heard, discussed, or deliberated, and the California Public Records Act compliance is required for all documents relating to PBID business.

7.3 Union Landing PBID Advisory Board
The powers and responsibilities of the Advisory Board are as follows:
• Review improvements, services, and activities provided and establish priorities for the upcoming Fiscal Year
• Submit an annual report to City
Each year, the Advisory Board shall prepare a report for each Fiscal Year, except the first year, for which assessments are levied and collected to pay the costs of the improvements, services, and activities described in the report. Each annual report must be filed with the City Clerk per Section 36650 of the 1994 Act; each report shall contain or provide, but not be limited to the following:
• Any proposed changes in the boundaries of the PBID or in any benefit zones within the district; • The improvements, services, and activities to be provided for that fiscal year; • An estimate of the cost of providing the improvements and the activities for that fiscal year; • The method and basis of levying the assessment in sufficient detail to allow each real property owner to estimate the amount of the assessment to be levied against his or her property for that fiscal year; • The amount of any surplus or deficit revenues to be carried over from a previous fiscal year; • The amount of any contributions to be made from sources other than assessments levied pursuant to the 1994 Act.

The City Council may approve the annual report as filed, or the City Council may modify any particulars contained in the report, and then approve it as modified. Given the potential resulting impact to an assessment levy, any changes to the improvements, services, and/or activities require City Council approval.

Any modification to the annual report shall be made pursuant to Section 36635 and 36636 of the 1994 Act.

City Council/RSA Agenda 272 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 15
However, the City Council cannot approve a change in the basis and method of levying assessments that would impair an authorized or executed contract to be paid from the revenues derived from the levy of assessments.

7.4 Dissolution
The PBID, when there is no indebtedness, outstanding and unpaid, incurred to accomplish any of the purposes of the PBID, may be disestablished by resolution by the City Council in either of the following circumstance:
1 If the City Council finds there has been misappropriation of funds, malfeasance, or a violation of law in connection with the management of the PBID, it shall notice a hearing on disestablishment. 2 During the operation of the PBID, there shall be a 30-day period each year in which assessed property owners may request disestablishment of the PBID. The first such period shall begin one year after the date of establishment of the PBID and shall continue for a 30-day period. The next such 30-day period shall begin two years after the date of the establishment of the PBID. Each successive year of operation of the PBID shall have such a 30-day period. Upon the written petition of the owners of real property in the area who pay 30 percent or more of the assessments levied, the City Council shall notice a hearing on disestablishment. The City Council shall notice a hearing on disestablishment.

The City Council shall adopt a resolution of intention to disestablish the PBID prior to the public hearing. The resolution shall state the reason for the disestablishment, shall state the time and place of the public hearing, and shall contain a proposal to dispose of any assets acquired with the revenues of the assessments levied within the PBID. The public hearing shall be held not less than 30-days or more than 60- days after the adoption of the resolution of intention.

Upon the disestablishment of the PBID, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be refunded to the owners of the property then located and operating within the PBID in which assessments were levied by applying the same method and basis that was used to calculate the assessments levied in the fiscal year in which the district was disestablished. If the disestablishment occurs before and assessment is levied for the fiscal year, the method and basis that was used to calculate the assessment levied in the immediate prior fiscal year shall be used to calculate the amount of refund.

City Council/RSA Agenda 273 Tuesday, May 13, 2025
Union Landing Business Improvement District
Management District Plan (March 2025) 15

APPENDICES
City Council/RSA Agenda 274 Tuesday, May 13, 2025
APPENDIX A – ASSESSMENT DIAGRAM
City Council/RSA Agenda 275 Tuesday, May 13, 2025
City Council/RSA Agenda 276 Tuesday, May 13, 2025
APPENDIX B – ASSESSOR’S PARCEL LISTING
City Council/RSA Agenda 277 Tuesday, May 13, 2025
Assmnt ID APN Owner Name
Dispatched
Police Calls
Building Square
Footage
Lot Square
Footage
Dispatched
Police Calls BP
Building Size
BP Parcel Size BP
Total Reduced
Fear of Crime BP
Rate Per Reduced
Fear BP
Reduced Fear of
Crime Assmnt
Building Size
BP
Total Economic
Activity BP
Rate per Economic
Activity BP
Economic Activity
Assmnt
1 463 -0060-012-10 BARBIERI VITTORE A & ANNA M TRS 36 12,280 73,774 99,000 14,736.00 23,238.81 136,974.81 0.07795 10,677.19 6,140.00 6,140.00 0.54301 3,334.08 14,011.272 463 -0060-012-14 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.003 463 -0060-013-07 K&P LAU FAMILY LP 17 5,760 60,034 46,750 6,912.00 18,910.71 72,572.71 0.07795 5,657.04 2,880.00 2,880.00 0.54301 1,563.87 7,220.914 463 -0060-015-11 DYER TRIANGLE LLC 66 20,603 106,316 181,500 24,723.60 33,489.54 239,713.14 0.07795 18,685.64 10,301.50 10,301.50 0.54301 5,593.82 24,279.465 463 -0060-015-13 DYER TRIANGLE LLC 323 65,668 231,864 888,250 78,801.60 73,037.16 1,040,088.76 0.07795 81,074.92 32,834.00 32,834.00 0.54301 17,829.19 98,904.116 463 -0060-021-03 DYER TRIANGLE LLC 218 31,714 235,289 599,500 38,056.80 74,116.04 711,672.84 0.07795 55,474.90 15,857.00 15,857.00 0.54301 8,610.51 64,085.417 463 -0060-022-05 KPDT ENTERPRISES LLC 189 68,433 224,694 519,750 82,119.60 70,778.61 672,648.21 0.07795 52,432.93 34,216.50 34,216.50 0.54301 18,579.90 71,012.838 463 -0060-029-00 VIRAY CHRISTOPHER 9 3,137 7,528 24,750 3,764.40 2,371.32 30,885.72 0.07795 2,407.54 1,568.50 1,568.50 0.54301 851.71 3,259.259 463 -0060-030-00 VIDEO ONLY INC 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.00 10 463 -0060-031-00 WAL-MART REAL ESTATE BUSINESS TRUST 810 146,645 696,352 2,227,500 175,974.00 219,350.88 2,622,824.88 0.07795 204,449.20 73,322.50 73,322.50 0.54301 39,814.85 244,264.0511 463 -0060-032-00 DYER UNION LANDINGS LLC 26 13,674 67,008 71,500 16,408.80 21,107.52 109,016.32 0.07795 8,497.82 6,837.00 6,837.00 0.54301 3,712.56 12,210.3812 463 -0060-034-00 VIDEO ONLY INC 85 23,500 88,209 233,750 28,200.00 27,785.84 289,735.84 0.07795 22,584.91 11,750.00 11,750.00 0.54301 6,380.37 28,965.2813 463 -0060-035-01 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0014 463 -0060-035-02 VIDEO ONLY INC 35 15,125 75,588 96,250 18,150.00 23,810.22 138,210.22 0.07795 10,773.49 7,562.50 7,562.50 0.54301 4,106.51 14,880.0015 463 -0060-036-00 BRE ESA P PORTFOLIO LLC 227 55,684 106,637 624,250 66,820.80 33,590.66 724,661.46 0.07795 56,487.36 27,842.00 27,842.00 0.54301 15,118.48 71,605.8416 463 -0060-037-00 SOUTHVIEW PEAK LLC 60 6,526 49,014 165,000 7,831.20 15,439.41 188,270.61 0.07795 14,675.69 3,263.00 3,263.00 0.54301 1,771.84 16,447.5317 463 -0060-038-00 ROBERT SWANSON FAMILY PTP 54 7,255 59,068 148,500 8,706.00 18,606.42 175,812.42 0.07795 13,704.58 3,627.50 3,627.50 0.54301 1,969.77 15,674.3518 463 -0060-039-00 AUSTIN CRAVINGS UNION LANDING LLC 17 10,912 34,037 46,750 13,094.40 10,721.66 70,566.06 0.07795 5,500.62 5,456.00 5,456.00 0.54301 2,962.66 8,463.2819 463 -0060-040-00 DYER TRIANGLE LLC 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0020 463 -0060-041-01 DYER TRIANGLE LLC 271 129,069 193,842 745,250 154,882.80 61,060.23 961,193.03 0.07795 74,925.00 64,534.50 64,534.50 0.54301 35,042.88 109,967.8821 463 -0060-042-00 DYER TRIANGLE LLC 403 23,058 443,189 1,108,250 27,669.60 139,604.54 1,275,524.14 0.07795 99,427.11 11,529.00 11,529.00 0.54301 6,260.36 105,687.4722 463 -0060-043-00 DYER TRIANGLE LLC 86 25,747 103,452 236,500 30,896.40 32,587.38 299,983.78 0.07795 23,383.74 12,873.50 12,873.50 0.54301 6,990.44 30,374.1823 463 -0060-045-02 PAPPAS UNION CITY NO 2 LP 79 3,179 47,421 217,250 3,814.80 14,937.62 236,002.42 0.07795 18,396.39 1,589.50 1,589.50 0.54301 863.11 19,259.5024 463 -0060-046-00 PAPPAS UNION CITY NO 2 LP 412 159,284 490,050 1,133,000 191,140.80 154,365.75 1,478,506.55 0.07795 115,249.59 79,642.00 79,642.00 0.54301 43,246.40 158,495.9925 463 -0060-047-01 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0026 463 -0060-047-02 PAPPAS UNION CITY NO 2 LP 351 46,161 166,101 965,250 55,393.20 52,321.82 1,072,965.02 0.07795 83,637.62 23,080.50 23,080.50 0.54301 12,532.94 96,170.5627 463 -0060-048-00 PAPPAS UNION CITY NO 2 L P 30 17,037 70,132 82,500 20,444.40 22,091.58 125,035.98 0.07795 9,746.55 8,518.50 8,518.50 0.54301 4,625.63 14,372.1828 463 -0060-049-00 PAPPAS UNION CITY NO 2 LP 503 39,774 132,858 1,383,250 47,728.80 41,850.27 1,472,829.07 0.07795 114,807.03 19,887.00 19,887.00 0.54301 10,798.84 125,605.8729 463 -0060-050-00 PAPPAS UNION CITY 2 L P 305 28,105 114,563 838,750 33,726.00 36,087.35 908,563.35 0.07795 70,822.51 14,052.50 14,052.50 0.54301 7,630.65 78,453.1630 463 -0060-051-00 PAPPAS UNION CITY NO 2 L P 141 38,561 159,662 387,750 46,273.20 50,293.53 484,316.73 0.07795 37,752.49 19,280.50 19,280.50 0.54301 10,469.50 48,221.9931 463 -0060-052-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0032 463 -0060-053-00 LOTUS HOTELS UNION CITY INC 199 38,998 72,360 547,250 46,797.60 22,793.40 616,841.00 0.07795 48,082.76 19,499.00 19,499.00 0.54301 10,588.15 58,670.9133 463 -0060-054-00 LOTUS HOTELS UNION LANDING INC 179 56,328 47,021 492,250 67,593.60 14,811.62 574,655.22 0.07795 44,794.37 28,164.00 28,164.00 0.54301 15,293.33 60,087.7034 463 -0104-001-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0035 463 -0104-002-00 CITY OF UNION CITY 1 798 9,967 2,750 957.60 3,139.61 6,847.21 0.07795 533.74 399.00 399.00 0.54301 216.66 750.4036 463 -0104-003-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0037 463 -0104-004-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0038 463 -0104-006-00 H & S ENERGY LLC 22 1,572 21,902 60,500 1,886.40 6,899.13 69,285.53 0.07795 5,400.81 786.00 786.00 0.54301 426.81 5,827.6239 463 -0104-007-00 SKY VENTURE SILICON VALLEY LLC 28 5,497 9,508 77,000 6,596.40 2,995.02 86,591.42 0.07795 6,749.80 2,748.50 2,748.50 0.54301 1,492.46 8,242.2640 463 -0104-008-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.00 5,182 1,100,084 4,197,440 14,250,500 1,320,100.80 1,322,194 16,892,794.40 1,316,793.34 550,042.00 550,042.00 298,678.28 1,615,471.62 Reduced Fear of Crime Benefit Points & Assessment Increased Economic Activity Benefit Points & Assessment

TOTAL PBID

ASSESSMENT
City Council/RSA Agenda 278 Tuesday, May 13, 2025
APPENDIX C – ENGINEER’S REPORT
City Council/RSA Agenda 279 Tuesday, May 13, 2025
nbsgov.com
Prepared by:

Corporate Headquarters
32605 Temecula Parkway, Suite 100
Temecula, CA 92592
Toll free: 800.676.7516
Renewal Engineer’s Report For:

Union Landing Property and Business Improvement
District
March 2025
City Council/RSA Agenda 280 Tuesday, May 13, 2025

TABLE OF CONTENTS
ENGINEER’S LETTER ........................................................................................................1 INTRODUCTION ..............................................................................................................4

2.1 Background of PBID...................................................................................................4

2.2 Reason for the Assessment.......................................................................................4

2.3 Process for Renewing the PBID.................................................................................4 PLANS AND SPECIFICATIONS ...........................................................................................6

3.1 Description of the Boundaries of the PBID ...............................................................6

3.2 Description of the Improvements, Services, and Activities......................................6 ESTIMATE OF COSTS .......................................................................................................8

4.1 Security Services Cost Estimate Budget....................................................................8

4.2 Marketing & Administration Program Cost Estimate Budget...................................8

4.3 2026/27 Budgets.......................................................................................................9 SPECIAL AND GENERAL BENEFITS .................................................................................. 11

5.1 Introduction.............................................................................................................11

5.2 Identification of Benefit ..........................................................................................11

5.3 Separation of General Benefit.................................................................................12

5.4 Quantification of General Benefit...........................................................................12

5.5 Apportioning of Special Benefit ..............................................................................14

5.6 Parcel Factors..........................................................................................................16

5.7 Total Benefit Points Calculation ..............................................................................17 METHOD OF ASSESSMENT ............................................................................................ 18

6.1 Balance to be Assessed ...........................................................................................18

6.2 Method of Assessment Spread ...............................................................................19

6.3 2026/27 Assessment Rates.....................................................................................19

6.4 Cost of Living Inflator ..............................................................................................20 ASSESSMENT DIAGRAM................................................................................................ 21 ASSESSMENT ROLL........................................................................................................ 22 City Council/RSA Agenda 281 Tuesday, May 13, 2025
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ENGINEER’S LETTER
Pursuant to the Property and Business Improvement District Law of 1994, Section 36600 of California’s Streets and Highways Code (the “1994 Act”), it is proposed that the Union Landing Property and Business Improvement District (the “PBID”) be renewed. If renewed, assessments would be collected for up to five years (July 1, 2025 – June 30, 2030). Expenditure of those collected assessments can continue for up to six months after the end of the assessment collection period (December 31, 2030), at which point the PBID would then be terminated, if not renewed.

This Engineer’s Report presents the plans and specifications describing the improvements, services, and activities, an estimate of the costs of the improvements, services, and activities for the PBID for the 2025/26 Fiscal Year, a proposed assessment diagram showing the area and properties to be assessed, and an assessment of the estimated costs of the improvements, services, and activities, assessing the net amount upon all assessable lots and/or parcels within the PBID in proportion to the special benefit received.

The following assessments are authorized in order to pay the estimated costs of the PBID improvements, services and activities to be paid by the assessable real property within the boundaries of the PBID in proportion to the special benefit received. The following tables summarize the PBID assessment:

Description Amount
2025/26 Security Services Costs:

Sworn Police Services Salaries $1,274,487.00
Vehicles and Equipment 36,244.50
Office Space Lease for Police Personnel 58,797.00
Supplies 16,548.00
Total Security Services Costs $1,386,076.50
Less: Contributions for General Benefit (5.00% of Total Operating Costs) 1($69,303.83) Plus: Rounding 20.67
Total 2025/26 Maximum Security Services Assessment: $1,316,793.34 Total Reduced Fear of Crime Benefit Points 3 16,892,794.40 2025/26 Maximum Allowable Assessment per Reduced Fear of Crime Benefit Point $0.07795 1 Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit. 2 Includes costs of the City/Management staff, assessment engineering/administration, and County Auditor/Controller fees. 3 Refer to Section 5 of this Engineer’s Report for an explanation of Reduced Fear of Crime Benefit Points.

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Description Amount
2025/26 Marketing & Administration Services Costs:

Marketing Services $165,750.00
Administration Services 2 239,026.00
Marketing & Administration Contingency 50,000.00
Less Prior Year Rollover Funds (150,000.00)
Total Marketing & Administration Services Costs $304,776.00 Less: Contributions for General Benefit (2.00% of Total Marketing & Administration Services Costs) 1
($6,095.52)
Less: Rounding (2.20)
Total 2025/26 Maximum Marketing & Administration Services Assessment: $298,678.28 Total Increased Economic Activity Benefit Points 3 550,042.00 2025/26 Maximum Allowable Assessment per Increased Economic Activity Benefit Point $0.54301 1 Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit. 2 Includes costs of the City/Management staff, assessment engineering/administration, and County Auditor/Controller fees. 3 Refer to Section 5 of this Engineer’s Report for an explanation of Increased Economic Activity Benefit Points.

The assessment methodology adheres to local and state laws. In making the assessments contained herein pursuant to the 1994 Act, Article XIIID of the Constitution of the State of California and the Proposition 218 Omnibus Implementation Act, commencing with Section 53750 of the Government Code (collectively referred to as the “Assessment Law”):

1. I identified all parcels which will have a special benefit conferred upon them from the installation, implementation and provision of the improvements, services, and activities described in Section

3.2 to this Engineer’s Report (the “Specially Benefited Parcels”). For particulars as to the identification of said parcels, reference is made to the Assessment Diagram, a copy of which is included in Section 7 of this Engineer’s Report.

2. I have assessed the costs and expenses to install, implement and maintain the improvements, services, and activities upon the Specially Benefited Parcels. In making such assessment:
a. The proportionate special benefit derived by each Specially Benefited Parcel from the installation, implementation and provision of the improvements, services, and activities was determined in relationship to the entirety of the costs; b. No assessment has been imposed on any Specially Benefited Parcel which exceeds the reasonable cost of the proportional special benefit conferred on such parcel from the installation, implementation and provision of improvements, services, and activities; and c. Any general benefits from the installation, implementation and provision of improvements, services, and activities have been quantified and separated from the special benefits and only special benefits have been assessed.

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I, the undersigned, respectfully submit the enclosed Engineer’s Report and, to the best of my knowledge, information and belief, the Engineer’s Report, Assessments, and the Proposed Boundary Map herein have been prepared and computed in accordance with the Assessment Law.

By:

John G. Egan
Assessment Engineer
R.C.E. 14853
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INTRODUCTION

2.1 Background of PBID
City of Union City (the City”) property owners in the Union Landing shopping center and the City Council (the “City Council”) of the City approved the formation of the Union Landing Property and Business Improvement District (the “PBID”) – a property and business improvement district pursuant to the Property and Business Improvement District Law of 1994, California Streets and Highway Code Sections 36600 et seq (the “1994 Act”) – in 2004 for a one-year period. Since formation, the PBID has been renewed multiple times, for three-year terms and in 2020 for a five-year term. The 2020 renewal also added marketing services within the PBID in addition to the operation of a police substation in the shopping center. In 2025, property owners in the PBID will be asked to renew the funding for services provided through the PBID, for a five-year period. This renewal will also include extraordinary funding in the first year of the term to move the provision of services from a fiscal year basis to a calendar year basis.

As part of the assessment district formation process, this Engineer’s Report has been prepared to support the renewal proceedings for the PBID.

2.2 Reason for the Assessment
Approval of the assessment covered by this Engineer’s Report will generate the annual assessment revenue necessary to provide for the provision of the services more fully described in Section 3.2. The PBID improvements, services, and activities include all necessary operations and administration required to keep the PBID improvements in an operational and satisfactory condition, as well as provide for the ongoing services and activities. The implementation and operations of the PBID improvements, services, and activities shall also include equipment, capital improvements, and administrative costs associated with the annual administration and operation of the PBID.

2.3 Process for Renewing the PBID
The City cannot renew the PBID and levy assessments without complying with the procedures specified in California Constitution Article XIIID (part of Proposition 218). In November 1996, the voters in the State of California passed Proposition 218 which added Article XIIID to the California Constitution imposing, among other requirements, the necessity to conduct an assessment ballot procedure to enable the owners of each property on which assessments are proposed to be imposed, the opportunity to express their support for, or opposition to, the proposed assessment. The basic steps of the assessment ballot procedure are outlined below.

The City must prepare a notice of public hearing, which describes, along with other mandated information, the reason for the proposed assessments and provide a date, time and location of a public hearing to be held on the matter. The City must also prepare an assessment ballot, which clearly gives the property owner the ability to sign and execute their assessment ballot either in favor of, or in opposition to, the proposed assessment. The notice and assessment ballot are mailed to each affected property owner within the PBID a minimum of 45 days prior to the public hearing date as shown in the notice. The City may also hold community meetings with the property owners to discuss the issues facing the PBID and to answer property owner questions directly.

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After the notice and assessment ballot are mailed, property owners are given until the close of the public hearing, as stated in the notice, to return their signed and executed assessment ballot. During the public hearing, property owners are given the opportunity to address the City Council and ask questions or voice their concerns. After the public hearing, the returned assessment ballots received prior to the close of the public hearing are tabulated, weighted by the proposed assessment amount on each property and the results are announced by the City Council.

Article XIIID provides that if, as a result of the assessment ballot proceeding, a majority protest is found to exist, the City Council shall not have the authority to enact the assessments as proposed. A majority protest exists if the assessments represented by weighted ballots submitted in opposition exceed those weighted ballots submitted in favor of the assessment. All returned ballots are tabulated and weighted according to the financial obligation of each particular parcel, in relation to the total proposed assessments. If there is no majority protest as described above, the City Council may approve the PBID renewal and levy the assessments.

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PLANS AND SPECIFICATIONS

3.1 Description of the Boundaries of the PBID
The Union Landing PBID includes those parcels which are located in the commercial business center known as the Union Landing Center. The center is generally bounded by Interstate 880 to the east, Whipple Road to the north, Dyer Street to the west and Alvarado-Niles Road to the south.

Section 7 of this Engineer’s Report provides an Assessment Diagram that more fully provides a description of the PBID boundaries.

3.2 Description of the Improvements, Services, and Activities The PBID will provide for the ongoing provision of security services, marketing efforts and management activities all located within the boundaries of the PBID.

3.2.1 SECURITY SERVICES
The security team will consist of three sworn full-time Union City police officers who will patrol the PBID and will be responsible for coordinating their activities to deter crime, make arrests when necessary, warn and advise trespassers and pan handlers, and respond to visitor inquiries. The staffing will include three police officers who will be dedicated on a full-time basis to the PBID. In addition, the Union City Police Department will provide emergency response to supplement dedicated services on an as-needed basis. The leasing of office space is also included.

The work schedule of the dedicated officers will be determined by the Chief of Police based upon the recommendations of the Owner’s Association of the PBID, the calls for service workload, general activity requiring increased police presence, Memorandum of Understanding with the Union City Police Officers Association, and with overall consideration of the general welfare of the entire PBID.

3.2.2 MARKETING PROGRAM
Marketing in the PBID will generally consist of marketing and promotional efforts to maintain the visibility and desirability of Union Landing as a regional retail destination. These strategies include web page maintenance, digital campaigns, tenant engagement to support promotional efforts and can include events, center signage, banners, and murals. Marketing and promotional effort performance will be analyzed with findings and recommendations reported to the Owner’s Association. Additionally, any conditions that would affect brand perception in Union Landing will be documented and communicated to property owners or managers.

3.2.3 MANAGEMENT AND OPERATIONS
In addition to the costs to provide the PBID services mentioned above, the City will incur costs for staff time and expense related to the programs mentioned above, as well as the management of the PBID.

Professional PBID management services will also be contracted to transfer the majority of the administration duties from City staff. Staff time includes oversight and coordination of City provided services, annual tax roll preparation, and addressing property owner questions and concerns. The PBID renewal and tax roll billing services are also included. These activities are directly related to the PBID and City Council/RSA Agenda 287 Tuesday, May 13, 2025
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services within the PBID, and without them the services could not be efficiently provided on an ongoing basis.

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ESTIMATE OF COSTS
The estimated costs of installation, implementation and provision of the PBID improvements, services, and activities as described in Section 3 are outlined below. Each year, as part of the PBID assessment levy calculation process, the costs and expenses are reviewed and the annual costs are projected for the following fiscal year.

4.1 Security Services Cost Estimate Budget
The estimated security services cost budget for the first operating period of the PBID renewal (July 1, 2025 through December 31, 2026) is as follows:

Description
2025/26
Budget
Security Services Costs:

Sworn Police Services Salaries $1,274,487.00
Vehicles and Equipment 36,244.50
Office Space Lease for Police Personnel 58,797.00
Supplies 16,548.00
Total Security Services and Incidental Costs $1,386,076.50 The 2025/26 estimated security services operating budget will be funded as follows:

Description of Revenue Source
2025/26
Revenue Amount
Assessment Revenue $1,316,772.67
Contributions for General Benefit (5.00% of Security Services Costs) 1 69,303.83 Total 2025/26 Annual Revenue $1,386,076.50
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

4.2 Marketing & Administration Program Cost Estimate Budget The estimated marketing and administration program cost budget for the first operating period of the PBID renewal (July 1, 2025 through December 31, 2026) is as follows:

Description
2025/26
Budget
Marketing & Administration Services Costs:

Marketing Services $165,750.00
Administration Services Costs 1 239,026.00
Marketing & Administration Contingency 50,000.00
Less Prior Year Rollover Funds (150,000.00)
Total Marketing & Administration Services Costs $304,776.00 1 Includes costs of City staff, PBID administration, and County Auditor/Controller fees.

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The 2025/26 estimated marketing program operating budget will be funded as follows:

Description of Revenue Source
2025/26
Revenue Amount
Assessment Revenue $298,680.48
Contributions for General Benefit (2.00% of Marketing & Administration Services Costs) 6,095.52
Total 2025/26 Annual Revenue $304,776.00

4.3 2026/27 Budgets
The 2025/26 budgets cover an 18-month period from July 1, 2025 through December 31, 2026 as the PBID transitions from funding on a fiscal year basis to a calendar year basis. Once that initial transition is complete, the PBID budget for 2026/27 will reflect the period of January 1, 2027 through December 31, 2027 as follows:

4.3.1 2026/27 SECURITY SERVICES BUDGET
Description
2026/27
Budget
Security Services Costs:

Sworn Police Services Salaries $883,644.32
Vehicles and Equipment 25,129.52
Office Space Lease for Police Personnel 40,765.92
Supplies 11,473.28
Total Security Services and Incidental Costs $961,013.04 The 2026/27 estimated security services operating budget will be funded as follows:

Description of Revenue Source
2026/27
Revenue Amount
Assessment Revenue $912,962.39
Contributions for General Benefit (5.00% of Security Services Costs) 1 48,050.65 Total 2026/27 Annual Revenue $961,013.04
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

4.3.2 2026/27 MARKETING & ADMINISTRATION SERVICES BUDGET Description
2026/27
Budget
Marketing & Administration Services Costs:

Marketing Services $114,920.00
Administration Services Costs 140,950.00
Marketing & Administration Contingency 52,000.00
Less Prior Year Rollover Funds 0.00
Total Marketing & Administration Services Costs $307,870.00 1 Includes costs of City staff, PBID administration, and County Auditor/Controller fees.

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The 2026/27 estimated marketing program operating budget will be funded as follows:

Description of Revenue Source
2026/27
Revenue Amount
Assessment Revenue $301,712.60
Contributions for General Benefit (2.00% of Marketing & Administration Services Costs) 1 6,157.40
Total 2026/27 Annual Revenue $307,870.00
1 Comprised of additional funds generated from sources other than assessments. Refer to Section 5 of this Engineer’s Report for an explanation of General Benefit.

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SPECIAL AND GENERAL BENEFITS

5.1 Introduction
Pursuant to Article XIIID, all parcels that receive a special benefit conferred upon them as a result of the public services shall be identified, and the proportionate special benefit derived by each identified parcel shall be determined in relationship to the entire costs of the project.

Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the proportional special benefit conferred on the property. Article XIIID also provides that publicly owned properties within an assessment district must be assessed unless there is clear and convincing evidence that those properties receive no special benefit from the assessment. Examples of parcels which might be exempted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights-of-ways, public greenbelts and public parkways. There are nine parcels in the PBID that are public streets or easements for signage which are exempt from the assessment.

Furthermore, Article XIIID requires that the City separate the general benefit from special benefit, so that only the special benefit may be assessed.

5.2 Identification of Benefit
The provisions of services and necessary related administrative expenses the City will incur in providing and managing the PBID services will provide benefits to both those properties within the boundary of the PBID and to the surrounding area. The benefits conferred to property within the boundary of the PBID from the services are described below. This report does not consider any general enhancement of property value.

5.2.1 REDUCED FEAR OF CRIME
Fear of crime impacts American society to a large degree. People choose where to shop, socialize and live grounded in their perceptions of safety.1 Police substations are shown to be very effective at reducing the fear of crime in their immediate vicinity. Multiple studies have shown that implementation of police substations increase citizen satisfaction and reduce the fear of crime in the area of the substation.2 Policing strategies characterized by more direct involvement of police and citizens, such as police substations, have the effect of reducing fear of crime in a neighborhood. 3 Security:

The regular presence of officers in the PBID allows for increased quantity and quality of face-to-face nonenforcement interactions between police officers and community members. Fear of crime can lead to fewer customers in a commercial center. Reduced fear of crime creates an environment which attracts customers 1 Cordner, Gary. (2010) Reducing Fear of Crime Strategies for Police. Office of Community Oriented Policing Services. Washington, DC: U.S. Department of Justice.
2 Johnson, Richard R., Ph.D. (2016) Reducing Fear of Crime and Increasing Citizen Support for Police. Raleigh, North Carolina:

Dolan Consulting Group.
3 National Research Council. (2004). Fairness and Effectiveness in Policing: The Evidence. Committee to Review Research on Police Policy and Practices. Wesley Skogan and Kathleen Frydl, editors. Committee on Law and Justice, Division of Behavioral and Social Sciences and Education. Washington, DC: The National Academies Press.

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to the Union Landing shopping center. A robust commercial environment also attracts and encourages investment in business development.

5.2.2 INCREASED ECONOMIC ACTIVITY
Marketing services serve to bring customers to a shopping center such as Union Landing, but also provide a tool to retain and attract business owners and tenants.4Increasing the quantity and quality of foot traffic will increase business sales. This, in turn, creates a robust retail environment which encourages business development and investment.

Marketing & Administration:

Marketing activities aim to increase economic activity and future property development potential within the PBID. Through strategic marketing campaigns consisting of digital marketing and promotional efforts, the retail environment will be enhanced. A strong marketing presence will also attract, retain and encourage the expansion of business throughout the PBID. Administration activities are essential to having an active PBID and community within the shopping center.

5.3 Separation of General Benefit
Section 4 of Article XIIID of the California Constitution provides that once a local agency which proposes to impose assessments on property has identified those parcels that will have special benefits conferred upon them and upon which an assessment will be imposed, the local agency must next “separate the general benefits from the special benefits conferred,” and only the special benefits can be included in the amount of the assessments imposed. A general benefit is an overall and similar benefit to the public at large resulting from the services to be provided by the assessments levied.

The security services will provide reduced fear of crime benefits to property within the PBID, but it is recognized that the security services will also provide a level of benefit to some property within proximity to the PBID. The officers assigned to the police substation in the PBID respond primarily to calls for service within the Union Landing shopping center. As City police officers, they do, however, occasionally respond to emergency calls in the vicinity but outside the boundary of the PBID. This is considered to be a general benefit that cannot be funded by PBID assessments.

Marketing efforts conducted in the PBID are specific to the Union Landing shopping center and the benefit from such marketing will chiefly benefit businesses within the PBID. It is conceivable, however, that other City businesses may benefit from marketing activity conducted for Union Landing.

Therefore, the general benefit created as a result of PBID services has been considered. These activities create general benefit that is required to be separated and quantified as shown below.

5.4 Quantification of General Benefit
The amount of general benefit that is provided from the PBID services cannot be funded via property owner assessments within the PBID. In order for property within the PBID to be assessed only for that portion of 4 Wagner, Nancy. (2017) The Purpose in Preparing a Shopping Mall’s Sales Marketing Plan.

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special benefit received from the PBID services, general benefits provided by the services needs to be quantified.

The PBID consists of a variety of non-residential property land uses, including one movie theater, three hotels, two dental offices, numerous retail stores, an indoor skydiving facility and the Union Landing Transit Center. Properties within the PBID are classified to a land use category according to the assigned land use code as shown on the County Assessor’s latest secured property tax roll.

5.4.1 GENERAL BENEFIT: REDUCED FEAR OF CRIME FROM SECURITY SERVICES As a result of security services within the PBID, there will be a level of general benefit to surrounding property. Without the police substation located within the PBID, there would be fewer officers on duty in the area of the PBID. This general benefit, as a result of the operation of the police substation, needs to be quantified.

Police officers assigned to the Union Landing police substation were dispatched on 5,182 calls during calendar year 2024. In addition to those 5,182 dispatched calls, approximately 259 were to locations outside of the PBID.

Union Landing Police Substation Dispatched Calls
Dispatched Calls Within PBID 5,182
Dispatched Calls Outside PBID 259
Total Dispatched Calls 5,441
The number of dispatched calls to property outside of the PBID (259) is 5.00% of the total dispatched calls (5,441), and is therefore considered to be general benefit.

General Benefit: Dispatched Calls 5.00%
In addition to responding to calls within Union Landing, the Union City Police Department routinely deploys officers on overtime and conducts special enforcement at the complex as part of a proactive and specialized response to crime trends at the Union Landing complex. Special enforcement officers have been deployed in unmarked and even rented vehicles as part of sting operations in an attempt to curb criminal activity at the Union Landing complex. Additionally, rather than direct victims of certain crimes, such as vehicle burglary, vandalism, theft and lost property, to file a report via the City’s online reporting system, officers make face-to-face contact with victims of these crimes within Union Landing. The additional services to Union Landing, conservatively, do not reduce the overall general benefit resulting from the security services. Therefore, the general benefit related to the reduced fear of crime is 5.00% and the special benefit related to the reduced fear of crime is 95.00%.

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5.4.2 GENERAL BENEFIT: INCREASED ECONOMIC ACTIVITY FROM MARKETING &

ADMINISTRATION SERVICES
As a result of marketing and administration services within the PBID, there may be a level of general benefit to other commercial property. Administration services support the PBID, which supports Union Landing. Although the marketing campaign is designed to specifically highlight the PBID and its businesses, one can imagine a degree of benefit accruing to other businesses in Union City. While customers may travel to shop in Union Landing, they may also patronize other local business. Since Union Landing is a distinct shopping center with very little commercial property in the immediate surrounding area, the benefit to other local business is expected to be very small. In lieu of a detailed study showing what effects the marketing efforts of the Association have on Union City businesses not within the PBID, we liberally estimate the general benefit resulting from the marketing services to be 2.00%.

Increased Economic Activity General Benefit 2.00%
Therefore, the general benefit related to the increased economic activity is 2.00% and the special benefit related to the increased economic activity is 98.00%.

5.5 Apportioning of Special Benefit
As outlined in Section 5.2, each of the parcels within the PBID receives a special benefit from the services.

Each parcel that has a special benefit conferred upon it, as a result of the provisions of services, is identified and the proportionate special benefit derived by each identified parcel is determined in relationship to the entire costs of the services.

The total costs of the services, less the amount of general benefit identified, will be assessed to the parcels within the PBID based on the benefit points assigned to each parcel. Section 6.3 of this report provides a detailed breakdown of the assigned benefit points described herein. To assess special benefit appropriately, it is necessary to relate parcels of different land use, lot size and building size to one another.

Each parcel’s land use is a factor that differentiates parcels based on the benefit received from the services within the PBID. Parcels with a commercial or industrial land use will be the basis for assigning benefit points since business is the focus of the service activities.

In addition to land use, the size of the parcel and size of the structure located on the parcel also need to be considered when assigning benefit points. A larger parcel with more building square footage has a greater level of benefit than a parcel that is smaller with less building square footage.

5.5.1 REDUCED FEAR OF CRIME BENEFIT POINTS
The reduced fear of crime benefit relates to the public perception of the Union Landing shopping center as a result of staffing the Union Landing police substation, one of the PBID services. The police services will provide for consistent police presence and response within the PBID which has been shown to reduce the fear of crime thereby creating a more positive commercial environment for property in the PBID.

In order to recognize the varying levels of reduced fear of crime benefit, properties are assigned benefit points related to the number of dispatched police calls, building square footage and parcel size. Property in City Council/RSA Agenda 295 Tuesday, May 13, 2025
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the PBID is primarily commercial business5. Given the fairly homogenous land use, commercial property within the PBID are assigned Reduced Fear of Crime Benefit Points based on the dispatched calls for service, building square footage and lot square footage. Dispatched calls for service is the primary factor in determining the reduced fear of crime benefit as the call volume indicates the use of police services.

Building Square footage and lot square footage are both secondary factors in determining reduced fear of crime benefit as they indicate the potential use of police services. Given the total dispatched police calls to parcels within the PBID of 5,182, building square footage of approximately 1.1 million and lot square footage of approximately 4.2 million, the benefit points per each criteria has been calculated to adjust for the varying totals and weight the benefit as described above. The Reduced Fear of Crime Benefit Points are as shown in the following table:

Reduced Fear of Crime Benefit Points Per
2,750.00 Dispatched Call for Service

1.20 Building Square Foot

0.315 Lot Square Foot
A small number of parcels within the PBID are driveways, streets and signage. These parcels are deemed to receive no benefit from PBID services as they are connectors/signage for other properties and do not benefit from reduced fear of crime.

5.5.2 INCREASED ECONOMIC ACTIVITY BENEFIT POINTS
The PBID services will promote Union Landing businesses through targeting marketing efforts. These services will encourage visitors to shop, dine and conduct business throughout the PBID. This, in turn, will make business property more prosperous, and will attract additional investment to spur economic activity.

In order to recognize the varying levels of economic activity benefit, properties are assigned benefit points related to building square footage. Property in the PBID is primarily commercial business6. Given the fairly homogenous land use, commercial property within the PBID are assigned Increased Economic Activity Benefit Points as shown in the following table:

Increased Economic Activity
Benefit Points Per

0.50 Building Square Foot
A small number of parcels within the PBID are driveways, streets and signage. These parcels are deemed to receive no benefit from PBID services as they are connectors/signage for other properties and do not benefit from increased economic activity.
5 One parcel in the PBID, APN 463 -0104-007-00, has been assigned a County Use Code of 4400 (Miscellaneous Industrial) as of January 2020. This parcel is currently the site of I Fly, an indoor skydiving venue, which is considered a commercial parcel for purposes of PBID classification.
6 One parcel in the PBID, APN 463 -0104-007-00, has been assigned a County Use Code of 4400 (Miscellaneous Industrial) as of January 2020. This parcel is currently the site of I Fly, an indoor skydiving venue, which is considered a commercial parcel for purposes of PBID classification.

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5.5.3 DATA CONSIDERATIONS AND PARCEL CHANGES
The use of the latest Assessor’s Secured Roll information has been the basis in determining each parcel’s land use category, building square footage and lot square footage, unless better data was or is available to the City. The City’s crime analyst data has been used to determine the dispatched police call volume. The building size, lot square footage and dispatched police call volume used to establish the assessment will remain unchanged for the term of the assessment. In addition, if any parcel within the PBID is identified by the County Auditor/Controller to be an invalid parcel number, the land use category, building square footage, lot square footage and dispatched police call volume of the subsequent valid parcels shall serve as the basis in assigning special benefit points.

5.5.4 SPECIAL CONSIDERATIONS: PUBLICLY OWNED PARCELS
Any publicly owned parcels that benefit from the improvements cannot be exempt from the assessment.

The special benefits accruing to these types of parcels must be determined using the same kind of formulas and benefit point assignment as applied to privately owned parcels. This requirement is clearly conveyed in Article XIII D, Section 4(a) of the California Constitution which states in part, “... Parcels within a district that are owned or used by any agency, the State of California or the United States shall not be exempt from assessment unless the agency can demonstrate by clear and convincing evidence that those publicly owned parcels in fact receive no special benefit.” Publicly owned parcels have been categorized and assigned benefit units using the same methodology as privately owned parcels, based on their land use as shown on the County Assessor’s latest secured property tax roll.

5.5.5 ASSESSMENT INCREASES
The maximum annual assessment rates are subject to an annual increase beginning July 1, 2026. The maximum annual assessment rate increase is 4%. Note, this is the maximum annual assessment and the actual amount assessed to properties may be less than this maximum, depending on the annual budget of the PBID.

5.6 Parcel Factors
The method of apportioning benefit to parcels within the PBID reflects the proportional special benefit assigned to each property from the PBID improvements, services and activities based upon the various property characteristics for each parcel as compared to other properties within the PBID. As part of the special benefit analysis various property characteristics were analyzed including dispatched calls for service, lot square footage, building square footage, and land use. Given that the special benefits provided by the PBID improvements, services, and activities focus on reduced fear of crime benefit and increased economic activity benefit, it was determined that dispatched calls for service, lot square footage, and building square footage are the most appropriate parcel factors. Each parcel’s dispatched calls for service, lot square footage and building square footage have been used as the primary assessment variables for the calculation and assignment of special benefit points.

5.6.1 LAND USE
Property in the PBID is primarily commercial business. One parcel in the PBID, APN 463 -0104-007-00, has been assigned a County Use Code of 4400 (Miscellaneous Industrial) as of January 2025. This parcel is City Council/RSA Agenda 297 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 17
currently the site of I Fly, an indoor skydiving venue, which is considered a commercial parcel for purposes of PBID classification.

A small number of parcels within the PBID are driveways, streets and signage. These parcels are deemed to receive no benefit from PBID services as they are connectors/signage for other properties and do not benefit from increased economic activity.

5.6.2 DISPATCHED CALLS FOR SERVICE
Dispatched calls for service is the primary factor in determining the reduced fear of crime benefit as the call volume indicates the use of police services.

5.6.3 LOT SQUARE FOOTAGE AND BUILDING SQUARE FOOTAGE
Building square footage and lot square footage are both secondary factors in determining reduced fear of crime benefit as they indicate the potential use of police services.

5.7 Total Benefit Points Calculation
The total Reduced Fear of Crime Benefit Points for the PBID at this time is 16,892,794.40.

The total Increased Economic Activity Benefit Points for the PBID at this time is 550,042.00.

City Council/RSA Agenda 298 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 18

METHOD OF ASSESSMENT

6.1 Balance to be Assessed

6.1.1 SECURITY SERVICES
The general benefit, which is the percentage of the total budget, excluding incidental costs, that must be funded through sources other than assessments, is 5.00% of the total services cost. The special benefit, which is the percentage of the budget that may be funded by assessments, is 95.00%.

Description
2025/26 Budget
Amount
Security Services Costs $1386,076.50
Less: General Benefit Contribution (69,303.83)
Total Security Services Costs to be Assessed $1,316,772.67

6.1.2 ASSESSMENT AMOUNT PER REDUCED FEAR OF CRIME BENEFIT POINT The assessment per Reduced Fear of Crime Benefit Point is calculated by dividing the total security services costs to be assessed by the total Reduced Fear of Crime Benefit Points assigned to the parcels within the PBID. The following formula provides the assessment per Reduced Fear of Crime Benefit Point calculation:

Total Security Services Costs to be Assessed / Total Reduced Fear of Crime Benefit Points = Assessment Rate per Reduced Fear of Crime Benefit Point $1,316,772.67 / 16,892,794.40 = $0.07795
The security services special benefit analysis and assignment of Reduced Fear of Crime Benefit Points has been calculated in relation to the costs to be assessed. No assessment will be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on the parcel.

6.1.3 MARKETING & ADMINISTRATION SERVICES
The general benefit, which is the percentage of the total budget, excluding incidental costs, which must be funded through sources other than assessments, is 2.00% of the total services cost. The special benefit, which is the percentage of the budget that may be funded by assessments, is 98.00%.

Description
2025/26 Budget
Amount
Marketing Services Costs $304,776.00
Less: General Benefit Contribution (6,095.52)
Total Marketing Services Costs to be Assessed $298,680.48

6.1.4 ASSESSMENT AMOUNT PER INCREASED ECONOMIC ACTIVITY BENEFIT POINT The assessment per Increased Economic Activity Benefit Point is calculated by dividing the total marketing services costs to be assessed by the total Economic Activity Benefit Points assigned to the parcels within the PBID. The following formula provides the assessment per Economic Activity Benefit Point calculation:

City Council/RSA Agenda 299 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 19
Total Marketing & Administration Services Costs to be Assessed / Total Increased Economic Activity Benefit Points = Assessment Rate per Increased Economic Activity Benefit Point $298,680.48 / 550,042.00 = $0.54301
The marketing services special benefit analysis and assignment of Economic Activity Benefit Points has been calculated in relation to the costs to be assessed. No assessment will be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on the parcel.

6.2 Method of Assessment Spread
The method of assessment is based upon a formula that assigns the special benefit to each parcel. The formulas below provide a summary of the assessment calculations for each parcel within the PBID.

Parcel’s Total
Reduced Fear of
Crime Assessment
=
Assessment Rate
per Reduced Fear
of Crime Benefit
Point
x
Parcel’s Total
Reduced Fear of
Crime Benefit
Points
Parcel’s Total
Increased
Economic Activity
Assessment
=
Assessment Rate
per Increased
Economic Activity
Benefit Point
x
Parcel’s Total
Increased
Economic Activity
Benefit Points

6.3 2026/27 Assessment Rates

6.3.1 2026/27 ASSESSMENT AMOUNT PER REDUCED FEAR OF CRIME BENEFIT POINT The assessment per Reduced Fear of Crime Benefit Point is calculated by dividing the total security services costs to be assessed by the total Reduced Fear of Crime Benefit Points assigned to the parcels within the PBID. The following formula provides the assessment per Reduced Fear of Crime Benefit Point calculation:

Total Security Services Costs to be Assessed / Total Reduced Fear of Crime Benefit Points = Assessment Rate per Reduced Fear of Crime Benefit Point $912,962.39 / 16,892,794.40 = $0.054045
The security services special benefit analysis and assignment of Reduced Fear of Crime Benefit Points has been calculated in relation to the costs to be assessed. No assessment will be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on the parcel.

6.3.2 ASSESSMENT AMOUNT PER INCREASED ECONOMIC ACTIVITY BENEFIT POINT The assessment per Increased Economic Activity Benefit Point is calculated by dividing the total marketing services costs to be assessed by the total Economic Activity Benefit Points assigned to the parcels within the PBID. The following formula provides the assessment per Economic Activity Benefit Point calculation:

Total Marketing & Administration Services Costs to be Assessed / Total Increased Economic Activity Benefit Points = Assessment Rate per Increased Economic Activity Benefit Point $301,712.60 / 550,042.00 = $0.548527
City Council/RSA Agenda 300 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 20
The marketing services special benefit analysis and assignment of Economic Activity Benefit Points has been calculated in relation to the costs to be assessed. No assessment will be imposed on any parcel that exceeds the reasonable cost of the proportional special benefit conferred on the parcel.

6.4 Cost of Living Inflator
The maximum annual assessment rates are subject to an annual increase beginning July 1, 2027. The maximum annual assessment rate increase is 4%. Note, this is the maximum annual assessment and the actual amount assessed to properties may be less than this maximum, depending on the annual budget of the PBID.

City Council/RSA Agenda 301 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 21

ASSESSMENT DIAGRAM
The following page contain the Assessment Diagram for the PBID.

City Council/RSA Agenda 302 Tuesday, May 13, 2025
City Council/RSA Agenda 303 Tuesday, May 13, 2025
Union Landing Business Improvement District
Renewal Engineer’s Report (March 2025) 22

ASSESSMENT ROLL
The following pages contain the proposed 2025/26 assessment roll for the PBID.

City Council/RSA Agenda 304 Tuesday, May 13, 2025
Assmnt ID APN Owner Name
Dispatched
Police Calls
Building Square
Footage
Lot Square
Footage
Dispatched
Police Calls BP
Building Size
BP Parcel Size BP
Total Reduced
Fear of Crime BP
Rate Per Reduced
Fear BP
Reduced Fear of
Crime Assmnt
Building Size
BP
Total Economic
Activity BP
Rate per Economic
Activity BP
Economic Activity
Assmnt
1 463 -0060-012-10 BARBIERI VITTORE A & ANNA M TRS 36 12,280 73,774 99,000 14,736.00 23,238.81 136,974.81 0.07795 10,677.19 6,140.00 6,140.00 0.54301 3,334.08 14,011.272 463 -0060-012-14 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.003 463 -0060-013-07 K&P LAU FAMILY LP 17 5,760 60,034 46,750 6,912.00 18,910.71 72,572.71 0.07795 5,657.04 2,880.00 2,880.00 0.54301 1,563.87 7,220.914 463 -0060-015-11 DYER TRIANGLE LLC 66 20,603 106,316 181,500 24,723.60 33,489.54 239,713.14 0.07795 18,685.64 10,301.50 10,301.50 0.54301 5,593.82 24,279.465 463 -0060-015-13 DYER TRIANGLE LLC 323 65,668 231,864 888,250 78,801.60 73,037.16 1,040,088.76 0.07795 81,074.92 32,834.00 32,834.00 0.54301 17,829.19 98,904.116 463 -0060-021-03 DYER TRIANGLE LLC 218 31,714 235,289 599,500 38,056.80 74,116.04 711,672.84 0.07795 55,474.90 15,857.00 15,857.00 0.54301 8,610.51 64,085.417 463 -0060-022-05 KPDT ENTERPRISES LLC 189 68,433 224,694 519,750 82,119.60 70,778.61 672,648.21 0.07795 52,432.93 34,216.50 34,216.50 0.54301 18,579.90 71,012.838 463 -0060-029-00 VIRAY CHRISTOPHER 9 3,137 7,528 24,750 3,764.40 2,371.32 30,885.72 0.07795 2,407.54 1,568.50 1,568.50 0.54301 851.71 3,259.259 463 -0060-030-00 VIDEO ONLY INC 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.00 10 463 -0060-031-00 WAL-MART REAL ESTATE BUSINESS TRUST 810 146,645 696,352 2,227,500 175,974.00 219,350.88 2,622,824.88 0.07795 204,449.20 73,322.50 73,322.50 0.54301 39,814.85 244,264.0511 463 -0060-032-00 DYER UNION LANDINGS LLC 26 13,674 67,008 71,500 16,408.80 21,107.52 109,016.32 0.07795 8,497.82 6,837.00 6,837.00 0.54301 3,712.56 12,210.3812 463 -0060-034-00 VIDEO ONLY INC 85 23,500 88,209 233,750 28,200.00 27,785.84 289,735.84 0.07795 22,584.91 11,750.00 11,750.00 0.54301 6,380.37 28,965.2813 463 -0060-035-01 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0014 463 -0060-035-02 VIDEO ONLY INC 35 15,125 75,588 96,250 18,150.00 23,810.22 138,210.22 0.07795 10,773.49 7,562.50 7,562.50 0.54301 4,106.51 14,880.0015 463 -0060-036-00 BRE ESA P PORTFOLIO LLC 227 55,684 106,637 624,250 66,820.80 33,590.66 724,661.46 0.07795 56,487.36 27,842.00 27,842.00 0.54301 15,118.48 71,605.8416 463 -0060-037-00 SOUTHVIEW PEAK LLC 60 6,526 49,014 165,000 7,831.20 15,439.41 188,270.61 0.07795 14,675.69 3,263.00 3,263.00 0.54301 1,771.84 16,447.5317 463 -0060-038-00 ROBERT SWANSON FAMILY PTP 54 7,255 59,068 148,500 8,706.00 18,606.42 175,812.42 0.07795 13,704.58 3,627.50 3,627.50 0.54301 1,969.77 15,674.3518 463 -0060-039-00 AUSTIN CRAVINGS UNION LANDING LLC 17 10,912 34,037 46,750 13,094.40 10,721.66 70,566.06 0.07795 5,500.62 5,456.00 5,456.00 0.54301 2,962.66 8,463.2819 463 -0060-040-00 DYER TRIANGLE LLC 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0020 463 -0060-041-01 DYER TRIANGLE LLC 271 129,069 193,842 745,250 154,882.80 61,060.23 961,193.03 0.07795 74,925.00 64,534.50 64,534.50 0.54301 35,042.88 109,967.8821 463 -0060-042-00 DYER TRIANGLE LLC 403 23,058 443,189 1,108,250 27,669.60 139,604.54 1,275,524.14 0.07795 99,427.11 11,529.00 11,529.00 0.54301 6,260.36 105,687.4722 463 -0060-043-00 DYER TRIANGLE LLC 86 25,747 103,452 236,500 30,896.40 32,587.38 299,983.78 0.07795 23,383.74 12,873.50 12,873.50 0.54301 6,990.44 30,374.1823 463 -0060-045-02 PAPPAS UNION CITY NO 2 LP 79 3,179 47,421 217,250 3,814.80 14,937.62 236,002.42 0.07795 18,396.39 1,589.50 1,589.50 0.54301 863.11 19,259.5024 463 -0060-046-00 PAPPAS UNION CITY NO 2 LP 412 159,284 490,050 1,133,000 191,140.80 154,365.75 1,478,506.55 0.07795 115,249.59 79,642.00 79,642.00 0.54301 43,246.40 158,495.9925 463 -0060-047-01 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0026 463 -0060-047-02 PAPPAS UNION CITY NO 2 LP 351 46,161 166,101 965,250 55,393.20 52,321.82 1,072,965.02 0.07795 83,637.62 23,080.50 23,080.50 0.54301 12,532.94 96,170.5627 463 -0060-048-00 PAPPAS UNION CITY NO 2 L P 30 17,037 70,132 82,500 20,444.40 22,091.58 125,035.98 0.07795 9,746.55 8,518.50 8,518.50 0.54301 4,625.63 14,372.1828 463 -0060-049-00 PAPPAS UNION CITY NO 2 LP 503 39,774 132,858 1,383,250 47,728.80 41,850.27 1,472,829.07 0.07795 114,807.03 19,887.00 19,887.00 0.54301 10,798.84 125,605.8729 463 -0060-050-00 PAPPAS UNION CITY 2 L P 305 28,105 114,563 838,750 33,726.00 36,087.35 908,563.35 0.07795 70,822.51 14,052.50 14,052.50 0.54301 7,630.65 78,453.1630 463 -0060-051-00 PAPPAS UNION CITY NO 2 L P 141 38,561 159,662 387,750 46,273.20 50,293.53 484,316.73 0.07795 37,752.49 19,280.50 19,280.50 0.54301 10,469.50 48,221.9931 463 -0060-052-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0032 463 -0060-053-00 LOTUS HOTELS UNION CITY INC 199 38,998 72,360 547,250 46,797.60 22,793.40 616,841.00 0.07795 48,082.76 19,499.00 19,499.00 0.54301 10,588.15 58,670.9133 463 -0060-054-00 LOTUS HOTELS UNION LANDING INC 179 56,328 47,021 492,250 67,593.60 14,811.62 574,655.22 0.07795 44,794.37 28,164.00 28,164.00 0.54301 15,293.33 60,087.7034 463 -0104-001-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0035 463 -0104-002-00 CITY OF UNION CITY 1 798 9,967 2,750 957.60 3,139.61 6,847.21 0.07795 533.74 399.00 399.00 0.54301 216.66 750.4036 463 -0104-003-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0037 463 -0104-004-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.0038 463 -0104-006-00 H & S ENERGY LLC 22 1,572 21,902 60,500 1,886.40 6,899.13 69,285.53 0.07795 5,400.81 786.00 786.00 0.54301 426.81 5,827.6239 463 -0104-007-00 SKY VENTURE SILICON VALLEY LLC 28 5,497 9,508 77,000 6,596.40 2,995.02 86,591.42 0.07795 6,749.80 2,748.50 2,748.50 0.54301 1,492.46 8,242.2640 463 -0104-008-00 CITY OF UNION CITY 0 0 0 0 0.00 0.00 0.00 0.07795 0.00 0.00 0.00 0.54301 0.00 0.00 5,182 1,100,084 4,197,440 14,250,500 1,320,100.80 1,322,194 16,892,794.40 1,316,793.34 550,042.00 550,042.00 298,678.28 1,615,471.62 Reduced Fear of Crime Benefit Points & Assessment Increased Economic Activity Benefit Points & Assessment

TOTAL PBID

ASSESSMENT
City Council/RSA Agenda 305 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION ACCEPTING A GRANT FROM THE U.S. DEPARTMENT OF ENERGY’S (DOE)

ENERGY EFFICIENCY AND CONSERVATION BLOCK GRANT (EECBG) PROGRAM, IN THE AMOUNT OF $128,020, INCREASING THE REVENUE PROJECTIONS IN THE FLEET REPLACEMENT FUND BY $128,020, AND APPROPRIATING $128,020 TO THE FLEET REPLACEMENT FUND FOR THE PURCHASE OF THREE

HYBRID VEHICLES

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution accepting a grant from the U.S. Department of Energy’s (DOE) Energy Efficiency and Conservation Block Grant (EECBG) Program, in the amount of $128,020, increasing the revenue projections in the Fleet Replacement Fund by $128,020, and appropriating $128,020 to the Fleet Replacement Fund for the purchase of three hybrid vehicles.

STRATEGIC PLAN ALIGNMENT
This agenda item is in alignment with the following:

Goal D, Strategy 8: Environmental Sustainability and Infrastructure – Create a healthy, sustainable community and maintain and improve the City’s infrastructure.

BACKGROUND
On October 29, 2024, the City submitted an application for the EECBG Program to support the purchase of three hybrid vehicles designated for use by the City Manager’s Office and the Economic & Community Development Department. These vehicles will reduce greenhouse gas emissions within the City’s fleet and support the City’s climate action goals.

DISCUSSION
The City’s Fleet Division is leading efforts to improve the municipal fleet by supporting the transition to cleaner, more energy-efficient vehicles. As part of this work, the City is pursuing the purchase of three hybrid vehicles to reduce greenhouse gas emissions and promote more sustainable City operations. This initiative directly supports the City’s Climate Action Plan by lowering fuel consumption, reducing operating costs, and demonstrating leadership in environmental responsibility. Investing in hybrid technology is a step that strengthens the reliability and sustainability of the City’s fleet while advancing long-term climate and infrastructure goals.

On December 31, 2024, the DOE notified the City of the award of the grant. The funds will be used for the purchase of three hybrid vehicles for use by the City Manager’s Office and the Economic & Community Development Department.

FISCAL IMPACT
City Council/RSA Agenda 306 Tuesday, May 13, 2025
The EECBG grant will be used for the purchase of three hybrid vehicles for use by the City Manager’s Office and the Economic & Community Development Department. City Council action is necessary to increase the revenue projections in the Fleet Replacement Fund, Account Number 61335004-44061 (Fleet Replacement Fund – Garage-Equipment Acquisition – Misc. Federal Grants) by $128,020, and to appropriate the $128,020 to the Fleet Replacement Fund, Account Number 61335004-57140 (Fleet Replacement Fund – Garage-Equipment Acquisition – Motor Vehicles).

There is no fiscal impact to the General Fund.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution:

1. Accepting $128,020 from the U.S. DOE’s EECBG Program; and

2. Increasing the revenue projections in the Fleet Replacement Fund, Account Number 61335004-44061 (Fleet Replacement Fund – Garage-Equipment Acquisition – Misc. Federal Grants) by $128,020; and

3. Appropriating $128,020 to the Fleet Replacement Fund, Account Number 61335004-57140 (Fleet Replacement Fund – GarageEquipment Acquisition – Motor Vehicles).

Prepared by:

Juan Dominguez, Fleet Supervisor
Submitted by:

MarilouAyupan, Public Works Director
ATTACHMENTS:

Description Type
Attachment 1 - GrantApplication Attachment
Attachment 2 - DOEAward Letter Attachment
Draft Resolution Resolution
City Council/RSA Agenda 307 Tuesday, May 13, 2025
Record Detail (?Tabset-3a4af=1) Related List (?Tabset-3a4af=2) Reporting (?Tabset-3a4af=D07bb) LCPtracker Registration (?Tabset-3a4af=370a6) Annual Individual Application
Application ID
IA-0000001370
Application Status
Project In-Progress
Account
Union City (City, CA) (/eecbgvouchers/s/detail/001Ph00000L5nNbIAJ) Category
Rebates
Contact
Juan Dominguez (/eecbgvouchers/s/detail/003Ph00000JHafXIAT) Total Line Items
1 Application Number
EECEQ-01370
Project Start Date
12/31/2024
Planning to team with other entities?
No
Project Information
Sectors served
Local Government
How the project serves DACs
Union City has one disadvantaged census tract as designated by the CalEPA. The hybrid vehicles will be used to assist and service residents throughout Union City, including within the disadvantaged census tract.

Other Project Sector One to Two Sentence Summary
The City of Union City will purchase three hybrid vehicles for use by the City’s Public Works and Economic and Community Development departments. These vehicles will significantly reduce emissions within the City’s fleet and provide support for ongoing projects throughout the City.

Eligible Activities
Conservation of Transportation Energy
Serves disadvantaged communities (DACs)?
Yes
Budget Information
EECBG Program Formula Allocation Amount
$128,020.00
Total Voucher Estimate
$128,020.00
Using multiple EECBG recipients formula?
No
Total Teaming EECBG Formula Allocation
Program Metrics and Compliance Requirements
Program Metrics
Transportation Infrastructure and Vehicles;Equipment Purchased Davis-Bacon Assurance Letter SIgned by
Juan M. Dominguez
Other Program Metric Davis-Bacon Assurance Letter Signed Date 10/29/2024
Applicable NEPA SOW
NEPA SOW 2
Terms and Conditions
Terms And Conditions Signed By
Applied Date
10/29/2024, 8:59 AM
Account
Union City (City, C…
Application Status
Project In-Progress
RecordType Name
Equipment Rebates Application
Individual Application
ouchers/s/about-the-program) Submit Application My Applications (/eecbgvouchers/s/my-applications) 3/25/25, 11:07 AM Individual Application: IA-0000001370 https://doerebates.my.site.com/eecbgvouchers/s/individualapplication/0iTPh0000000S4L/ia0000001370 1/2 City Council/RSA Agenda 308 Tuesday, May 13, 2025
Website and program administered by ICF Incorporated under DOE BPA Award 89303023ASE000001.

Instances of potential fraud, waste, and abuse should be referred to the DOE IG Hotline (https://www.energy.gov/ig/ig-hotline), phone: 1–800–541–1625 or email: [email protected]
Juan M. Dominguez
Terms And Conditions Signed Date
10/29/2024
Application Milestones
Applied Date
10/29/2024, 8:59 AM
Approved Date
Financial Report (SF-425)
Financial Report Submitted Date
One Time Location Report
One Time Location Report Submitted Date
Annual Historic Preservation Report
Annual Historic Report Completed?
Annual Historic Report Year
Annual Historic Report Submitted Date
NEPA Report
NEPA SOW1 submission?
NEPA Report Submitted Date
Davis Bacon Act Report
Comply DBA Standards?
DBA Report Submitted Date
Semi-Annual Davis Bacon Act (DBA) Report
Semi Annual DBA Type
Semi Annual DBA Submitted Date
Single Audit Report
Expend 75000 or more?
Upload Single Audit Copy?
Single Audit Report Submitted Date
3/25/25, 11:07 AM Individual Application: IA-0000001370 https://doerebates.my.site.com/eecbgvouchers/s/individualapplication/0iTPh0000000S4L/ia0000001370 2/2 City Council/RSA Agenda 309 Tuesday, May 13, 2025
1 Juan Dominguez Jr.

From: EECBG Vouchers <[email protected]>
Sent: Tuesday, December 31, 2024 10:13 AM
To: Juan Dominguez Jr.

Subject: Department of Energy EECBG Voucher Preapproval - Union City, CA Attachments: Post-Installation User Guide.pdf; FARC 6.17.24.pdf WARNING: External email. Please verify sender before opening attachments or clicking on links.

Congratulations! The U.S. Department of Energy has approved your Energy Efficiency and Conservation Block Grant (EECBG) Program Equipment Rebate Voucher application. This email serves as the official notice that you may now proceed with equipment purchase and installation.

Next steps:
 Start your project! For information, please refer to the EECBG Voucher Handbook and the EECBG Program website.
 We recommend that all entities review their state’s executed historic preservation programmatic agreement (PA) by visiting DOE’s website that lists out each state’s executed PA. If your application includes activities that require consultation with your state historic preservation office, you are responsible for reaching out to your state’s SHPO contact to complete any required reviews.
 For information on reporting requirements, please review these resources:
o Reporting tab of the Voucher Portal
o DOE’s Equipment Voucher Reporting webinar recording and slides o Attached Federal Assistance Reporting Checklist (FARC)  Per the Handbook: “Following application approval, eligible entities have up to two years to use their EECBG Program voucher funds with the option to request a no-cost extension.”  Once your entire project is complete and all costs paid, see the attached Post-Installation User Guide for instructions on requesting voucher reimbursement.  You are invited to join an EECBG Program Blueprint Cohort to meet monthly with other EECBG governments across 13 clean energy topic areas and learn from experts, discuss challenges/best practices, and answer questions. Sign up here to join a cohort relevant to your EECBG Program project or your community’s broader clean energy goals. Have a question about the cohorts? Reach out to [email protected].

If you need additional assistance or have any questions, please get in touch with us at this email address ([email protected]) and reference your application number below:

Application Number: IA-0000001370
Thank you,
EECBG Rebate & Portal Administrator
ICF – Supporting DOE’s Energy Efficiency and Conservation Block Grant (EECBG) Program City Council/RSA Agenda 310 Tuesday, May 13, 2025
2 Email: [email protected]
Portal: https://doerebates.my.site.com/eecbgvouchers
City Council/RSA Agenda 311 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
UNION CITY ACCEPTING A GRANT FROM THE U.S.

DEPARTMENT OF ENERGY’S (DOE) ENERGY

EFFICIENCY AND CONSERVATION BLOCK GRANT
(EECBG) PROGRAM, IN THE AMOUNT OF $128,020,

INCREASING THE REVENUE PROJECTIONS IN THE
FLEET REPLACEMENT FUND BY $128,020, AND
APPROPRIATING $128,020 TO THE FLEET

REPLACEMENT FUND FOR THE PURCHASE OF THREE

HYBRID VEHICLES
WHEREAS, on October 29, 2024, the City of Union City applied for a grant from the U.S. Department of Energy under the Energy Efficiency and Conservation Block Grant (EECBG) Program to support the purchase of hybrid vehicles for municipal use; and WHEREAS, on December 31, 2024, the City received notification of the award of a grant, in the amount of $128,020, through the EECBG Program; and WHEREAS, acquiring hybrid vehicles will support the City’s Climate Action Plan goals by reducing greenhouse gas emissions, lowering fuel consumption, and promoting more sustainable and cost-efficient city operations.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Union City hereby accepts $128,020 from the U.S. Department of Energy’s EECBG Program.

BE IT FURTHER RESOLVED that the City Council of the City of Union City hereby authorizes an increase in the revenue projections in the Fleet Replacement Fund, Account Number 61335004-44061 (Fleet Replacement Fund – Garage-Equipment Acquisition – Misc. Federal Grants) by $128,020.

BE IT FURTHER RESOLVED that the City Council of the City of Union City hereby authorizes an appropriation of $128,020 to the Fleet Replacement Fund, Account Number 61335004-57140 (Fleet Replacement Fund – Garage-Equipment Acquisition – Motor Vehicles).

City Council/RSA Agenda 312 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Accept $128,020 DOE EECBG Grant

Page 2 of 2 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
City Council/RSA Agenda 313 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION ACCEPTING A DONATION FROM THE FREMONT BANK FOUNDATION, IN THE AMOUNT OF $35,000, INCREASING THE REVENUE PROJECTIONS IN THE PARK IN-LIEU FUND BY $35,000, AND APPROPRIATING THE $35,000 TO THE PARK IN-LIEU FUND FOR THE HERITAGE OAK PARK PLAYGROUND REPLACEMENT PROJECT, CITYPROJECT NO. 24-28

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution accepting a donation from the Fremont Bank Foundation, in the amount of $35,000, increasing the revenue projections in the Park In-Lieu Fund by $35,000, and appropriating the $35,000 to the Park In-Lieu Fund for the Heritage Oak Park Playground Replacement Project, City Project No. 24-28.

STRATEGIC PLAN ALIGNMENT
This agenda item is aligned with the following:

Goal D: Environmental Sustainability and Infrastructure – Create a healthy, sustainable community and maintain and improve the City’s infrastructure.

BACKGROUND
Heritage Oak Park had an older play structure that had to be removed in 2021 because the wood was rotting and creating an unsafe condition. The park has lacked a children’s play structure ever since. In October 2024, Public Works advertised for, and received a bid for, a new play structure.

Public Works has since contracted with Playcore Wisconsin, Inc., dba GameTime, to furnish and install the new playground equipment.

DISCUSSION
The Fremont Bank Foundation, established in 1995, invests in local nonprofit organizations for the benefit of the community. In late March 2025, Fremont Bank, who administers the Fremont Bank Foundation, invited the City to apply for a grant to be used for the Heritage Oak Park Playground Replacement Project, City Project No. 24-28. Staff prepared and submitted an application on April 8, 2025, and on April 18, 2025, staff was notified that the Fremont Bank Foundation would donate $35,000 for this project. The $35,000 will fund half of the purchase and installation cost of $69,451 for the new playground equipment for Heritage Oak Park.

Heritage Oak Park Playground Replacement Project would fall under the park repair program in the current CIP. With these dedicated grant funds, the project will now be a standalone CIP that can move forward in the next several months. Fremont Bank has verbally conveyed that the funds need to be used within one year and has sought assurances from staff that this would happen.

FISCAL IMPACT
City Council/RSA Agenda 314 Tuesday, May 13, 2025
Union City will receive $35,000 from the Fremont Bank Foundation for the Heritage Oak Park Playground Replacement Project, City Project No. 24-28. City Council action is necessary to increase the revenue projections in the Park In-Lieu Fund, Account Number 25592428-47105 (Park InLieu Fund – Heritage Oak Park Playground Replacement Project – Donations) by $35,000 and to appropriate the $35,000 to the Park In-Lieu Fund for City Project No. 24-28, Account Number 25592428-57130 (Park In-Lieu Fund – Heritage Oak Park Playground Replacement Project – Other Capital Equipment).

The remaining approximately $35,000 of funds needed to complete the project would come from the Park In-Lieu Fund.

RECOMMENDATION
Staff recommends that the City Council adopt the attached resolution:

1. Accepting a $35,000 donation from the Fremont Bank Foundation.

2. Increasing the revenue projections in the Park In-Lieu Fund, Account Number 25592428-47105 (Park In-Lieu Fund – Heritage Oak Park Playground Replacement Project – Donations) by $35,000.

3. Appropriating $35,000 to City Project No. 24-28, Account Number 25592428-57130 (Park In-Lieu Fund – Heritage Oak Park Playground Replacement Project – Other Capital Equipment).

Prepared by:

Trieu Tran, Civil Engineer III
Submitted by:

MarilouAyupan, Public Works Director
ATTACHMENTS:

Description Type
Attachment 1 - Notice of Award Attachment
Draft Resolution Resolution
City Council/RSA Agenda 315 Tuesday, May 13, 2025
1 Erika Cramer
From: Marilou Ayupan
Sent: Saturday, April 19, 2025 9:12 AM
To: Erika Cramer
Cc: Trieu Tran; Farooq M. Azim
Subject: Fw: Fremont Bank Grant Portal Registration Heritage Oak Park Playground Please assist Trieu.

Thanks, Marilou
Get Outlook for iOS
From: Joan Malloy <[email protected]>
Sent: Saturday, April 19, 2025 7:34 AM
To: Trieu Tran <[email protected]>
Cc: Jackie Acosta <[email protected]>; Marilou Ayupan <[email protected]>; Farooq M. Azim <[email protected]>; Chu Thai <[email protected]>; Jennifer Phan <[email protected]> Subject: RE: Fremont Bank Grant Portal Registration Heritage Oak Park Playground

Trieu,
Can you please prepare a city council staff report to accept and appropriate the $35,000 from the Fremont Bank Foundation for the Heritage Oak Park Playground? It should go to Council next month. - Joan Malloy
From: Trieu Tran <[email protected]>
Sent: Friday, April 18, 2025 12:51 PM
To: Julie Moore <[email protected]>
Cc: Joan Malloy <[email protected]>
Subject: RE: Fremont Bank Grant Portal Registration Heritage Oak Park Playground

That’s great news, thank you Julie. I’ll be sure to notify you of the progress. - Trieu Tran
From: Julie Moore <[email protected]>
Sent: Friday, April 18, 2025 11:50 AM
To: Trieu Tran <[email protected]>
Cc: Joan Malloy <[email protected]>
Subject: RE: Fremont Bank Grant Portal Registration Heritage Oak Park Playground

WARNING: External email. Please verify sender before opening attachments or clicking on links.

Trieu, The Committee met yesterday afternoon and $35,000 was approved toward the Heritage Oak Park Playground fr om Frem ont Bank Fou ndation. Joan, Can you let Mayor Singh k now ab out the approval. Thank y ou! You will also re ceive the automate External sender <[email protected]>
Make sure you trust this sender before taking any actions.

City Council/RSA Agenda 316 Tuesday, May 13, 2025
2 Trieu,
The Committee met yesterday afternoon and $35,000 was approved toward the Heritage Oak Park Playground from Fremont Bank Foundation.

Joan, Can you let Mayor Singh know about the approval. Thank you! You will also receive the automated email through our online system soon.

I will be your contact when it comes to the physical and other recognition. If you plan a “grand opening” event, we will want to attend.

Let me know if you have any questions.

Have a great weekend!
Julie Moore
Sr. Manager, Community Outreach, Fremont Bank
Phone: 510.505.5377 Mobile: 341.208.8859
Email: [email protected]
www.fremontbank.com
From: Trieu Tran <[email protected]>
Sent: Friday, April 18, 2025 10:28 AM
To: Julie Moore <[email protected]>
Subject: [EXTERNAL] RE: Fremont Bank Grant Portal Registration Heritage Oak Park Playground

Hey Julie, just checking back in with you on this item. Can I hep with anything? - Trieu Tran
From: Julie Moore <[email protected]>
Sent: Tuesday, April 8, 2025 11:26 AM
To: Trieu Tran <[email protected]>
Subject: RE: Fremont Bank Grant Portal Registration Heritage Oak Park Playground

WARNING: External email. Please verify sender before opening attachments or clicking on links.

I see it in the system. I will be in touch if ther e are any questions. Best, Julie Moore Sr. Manag er, Community Outreac h, Frem ont Bank Phone: 510.505.5377 Mobile: 341.208.8859 Email : julie.m oore@fr emontbank .com www.fre montbank .c om From: Trieu Tran External sender <[email protected]>
Make sure you trust this sender before taking any actions.

I see it in the system.

I will be in touch if there are any questions.

Best,
Julie Moore
Sr. Manager, Community Outreach, Fremont Bank
Phone: 510.505.5377 Mobile: 341.208.8859
City Council/RSA Agenda 317 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

UNION CITY ACCEPTING A DONATION FROM THE

FREMONT BANK FOUNDATION, IN THE AMOUNT OF
$35,000, INCREASING THE REVENUE PROJECTIONS IN
THE PARK IN-LIEU FUND BY $35,000, AND
APPROPRIATING THE $35,000 TO THE PARK IN-LIEU

FUND FOR THE HERITAGE OAK PARK PLAYGROUND
REPLACEMENT PROJECT, CITY PROJECT NO. 24-28
WHEREAS, Heritage Oak Park had an older play structure that had to be removed in 2021 for safety reasons due to rotting wood and the park has lacked a children’s play structure ever since; and
WHEREAS, the Fremont Bank Foundation, established in 1995, invests in local nonprofit organizations for the benefit of the community; and WHEREAS, in late March 2025, Fremont Bank, who administers the Fremont Bank Foundation, invited the City to apply for a grant to be used for the Heritage Oak Park Playground Replacement Project, City Project No. 24-28; and WHEREAS, the City prepared and submitted an application on April 8, 2025, and on April 18, 2025, staff was notified that the Fremont Bank Foundation would donate $35,000 for this project; and
WHEREAS, Public Works has contracted with Playcore Wisconsin, Inc., dba GameTime, to furnish and install new playground equipment, for a total contract amount of $69,451. The Fremont Bank Foundation donation of $35,000 will fund half of the purchase and installation cost of this new playground equipment.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Union City hereby accepts a donation from the Fremont Bank Foundation, in the amount of $35,000.

BE IT FURTHER RESOLVED that the City Council of the City of Union City hereby increases the revenue projections in the Park In-Lieu Fund, Account Number 25592428- 47105 (Park In-Lieu Fund – Heritage Oak Park Playground Replacement Project – Donations) by $35,000.

BE IT FURTHER RESOLVED that the City Council of the City of Union City hereby appropriates the $35,000 to Account Number 25592428-57130 (Park In-Lieu Fund – Heritage Oak Park Playground Replacement Project – Other Capital Equipment) for the Heritage Oak Park Playground Replacement Project, City Project No. 24-28.

City Council/RSA Agenda 318 Tuesday, May 13, 2025
Resolution 2025-XXXX
Accept $35K Fremont Bank Foundation Donation

Page 2 of 2 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
City Council/RSA Agenda 319 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A CONSULTING SERVICES AGREEMENT WITH MNS ENGINEERS, INC., IN THE AMOUNT OF $624,532, FOR CONSTRUCTION

MANAGEMENT SERVICES FOR THE AT-GRADE PEDESTRIAN CROSSING AT BART PROJECT, CITY PROJECT NO. 14-14

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a Consulting Services Agreement with MNS Engineers, Inc., in the amount of $624,532, for construction management services for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14.

STRATEGIC PLAN ALIGNMENT
This agenda item is aligned with the following:

Goal C, Strategy 2: Economic, Community Development, and Public Safety – Facilitate the build out of the greater Station District Area through the construction of the Quarry Lakes Parkway, completion of the pedestrian rail crossing, and implementing the recommendations of the SouthernAlameda County Regional Rail Integration Study to make the Station District a passenger rail hub served byACE.

Goal D, Strategy 2: Environmental Sustainability and Infrastructure – Implement the City’s capital improvement plan.

BACKGROUND
Since the early 2000s, the vision of the Union City Intermodal Station Project has been to create a two-sided BART (Bay Area Rapid Transit) Station with a new east entrance connection to the Station District Area, a 30-acre-plus planned TOD (Transit-Oriented Development) site along 11 th Street. The completion of the at-grade pedestrian crossing will finally make the Union City BART Station a two-sided station with the construction of a new concrete walkway across the existing UPRR (Union Pacific Railroad) tracks to connect with the East Plaza in the Station District Area. Concrete ramping, in addition to stairs on each side of the railroad tracks, will be built to meet ADA requirements. Safety enhancements will include flashing signals and safety gates.

The construction estimate for the project is $7.2 million, which also includes UPRR costs for installation of concrete railroad panels, railroad signals, safety gates, signage, and signal timing improvements. The City of Union City has partnered with multiple agencies to undertake this project, including BART, the Alameda County Transportation Commission (“Alameda CTC”), and the Metropolitan Transportation Commission (“MTC”).

On July 9, 2019, the City Council of Union City adopted Resolution No. 5503-19, which authorized the City Manager to enter into an agreement with Union Pacific Railroad to construct a public at-grade pedestrian crossing on the Oakland Subdivision located adjacent to the Union City BART Station. In late 2021, the eastside station improvements were completed as part of the Union City Intermodal Station, Phase 2A project.

The at-grade pedestrian crossing is the only remaining project component to achieve a two-sided BART station.

City Council/RSA Agenda 320 Tuesday, May 13, 2025
Safe Routes to BART (“SR2B”) is a grant program sponsored by BART that is designed to help local agencies improve access for BART customers traveling to BART stations by walking and biking using voter-approved Measure RR capital funds. On December 14, 2023, the City submitted a grant funding application to the SR2B Program, Cycle 3, in the maximum amount of $3,000,000, for the construction phase of the BART Pedestrian At-Grade Crossing Project, City Project No. 14-14. The project funding application included “Letters of Support” from the City’s Bicycle and Pedestrian Advisory Committee (BPAC), Bike East Bay and San Joaquin Regional Rail Commission. On March 1, 2024, BART notified staff of the preliminary award of $3,000,000 for the BART Pedestrian At-Grade Crossing Project. City Council accepted the funds with the adoption of Resolution No. 6298-24 on May 14, 2024.

The Alameda CTC’s Countywide Transportation Plan (CTP) and the Metropolitan Transportation Commission’s Plan Bay Area (PBA) 2050 Plus are both voter-approved Regional Measure 3 (RM 3) Dumbarton Corridor Improvements programs to finance highway and transit improvements along or parallel to the Dumbarton-Decoto Road corridor. In early 2023, the southern Alameda County cities of Fremont and Newark, as well as AC Transit and Alameda County Transportation Commission (Alameda CTC), prepared a list of eligible capital improvement projects that were ready for construction within the next five years. The At-Grade Pedestrian Crossing at BART Project was selected to be eligible for the list and, in early 2023, the City submitted the initial project information to Alameda CTC and MTC requesting $3 million for this project for their review and comments. On June 24, 2024, at the MTC Commission Meeting, the Commission unanimously approved the staff recommendation for programming the requested funds for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14. The City submitted an Allocation Request package to Alameda CTC and MTC for the $3,000,000 in Regional Measure (RM 3), Dumbarton Corridor Improvements program funds and MTC approved the grant funds in December 2024. The City Council accepted the funds with the adoption of Resolution No. 2025-020 on February 11, 2025.

With the two grant awards from BART and MTC, $6 million of capital funds were brought to the project and allowing the City to move forward with bidding the project.

DISCUSSION
On January 28, 2025, the City of Union City released a Request for Proposal (RFP) for Construction Management, Inspection Services, and Materials Testing Services for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14.

On March 13, 2025, the City received seven proposals from AZAD Engineering PC, Ghirardelli Associates, Inc., MNS Engineers, Inc., Park Engineering, Shiels Sowko Consultants (SSC), VSCE, Inc., and Zoon Engineering. Staff evaluations of the submissions narrowed the list to three firms, VSCE, Inc., AZAD Engineering PC, and MNS Engineers, Inc. Interviews were conducted on April 22, 2025, and the interview panel, consisting of Public Works staff, unanimously selected MNS Engineers, Inc., for the project due to their project understanding, local knowledge, similar project experience (including extensive experience with the Union Pacific Railroad Company), an experienced resident engineer and inspector team, and favorable reference checks.

MNS Engineers, Inc., will be the single point of contact for the Pre-Construction, Construction and Post-Construction phases (May 2025 – June 2026) for this project. The construction management services will include performing a constructability review of the Plans, Specifications and Costs, project administration, managing the daily activities of the Prime Contractor, holding weekly meetings, reviewing and coordinating material submittals, requests for information (RFIs) and change orders with the design team, coordinating with utility companies (including with BART and UPRR), assisting with public meetings and outreach, reviewing progress reports and the construction schedule, performing and monitoring all field inspections, reviewing test data, analyzing records, assisting with implementing all stages of construction and set up for various phases, overseeing post-construction services (including project close-out) and preparation of As-Builts Plans.

The Consulting Services Agreement with MNS Engineers, Inc., for construction management for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14, is requested in the amount of $624,532. Staff advertised the project on May 9, 2025, with construction beginning in early July 2025, and projected completion by June 2026.

FISCAL IMPACT
The Consulting Services Agreement with MNS Engineers, Inc., for construction management services, in the amount of $624,532, will be funded with $624,532 in RM 3 Funds in the Capital Projects Grants Fund (Account Number 41091414-54110), which funding was added to the approved Five-Year Capital Improvement Plan (CIP) for Fiscal Year 2023-2024 to Fiscal Year 2027-2028 for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14, on February 11, 2025.

There is no fiscal impact to the General Fund.

RECOMMENDATION
City Council/RSA Agenda 321 Tuesday, May 13, 2025
Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a Consulting Services Agreement with MNS Engineers, Inc., in the amount of $624,532, for construction management services for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14.

Prepared by:

Farooq Azim, City Engineer
Submitted by:

MarilouAyupan, Public Works Director
ATTACHMENTS:

Description Type
Attachment 1 - Proposals Received Attachment
Draft Resolution Resolution
City Council/RSA Agenda 322 Tuesday, May 13, 2025

Page 1 of 1 ends

CITY OF UNION CITY
SUMMARY OF RFPs RECEIVED
PROJECT: At-Grade Pedestrian Crossing at BART - Construction Management PROJECT MANAGER: Farooq Azim, City Engineer, [email protected] DATE: March 13, 2025
TIME: 5:00 p.m.

LOCATION: Via email to Farooq Azim, City Engineer, [email protected], followed up with hardcopies by March 19, 2025
No RESPONSES (UNRANKED, IN ALPHABETICAL ORDER ONLY)

1. AZAD Engineering PC

2. Ghirardelli Associates, Inc.

3. MNS Engineers, Inc.

4. Park Engineering

5. Shiels Sowko Consultants (SSC)

6. VSCE, Inc.

7. Zoon Engineering

8. 9.

10. City Council/RSA Agenda 323 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

UNION CITY AUTHORIZING THE CITY MANAGER TO

EXECUTE A CONSULTING SERVICES AGREEMENT WITH
MNS ENGINEERS, INC., IN THE AMOUNT OF $624,532, FOR
CONSTRUCTION MANAGEMENT SERVICES FOR THE ATGRADE PEDESTRIAN CROSSING AT BART PROJECT, CITY PROJECT NO. 14-14
WHEREAS, since the early 2000s, the vision of the Union City Intermodal Station Project has been to create a two-sided BART Station with a new east entrance connecting to the Station District Area, a 30-acre plus planned TOD (Transit-Oriented Development) site along 11th Street. The completion of the at-grade pedestrian crossing will finally make the Union City BART Station a two-sided station, with a new concrete walkway across the existing UPRR tracks directly connecting to the East Plaza in the Station District Area; and
WHEREAS, on July 9, 2019, the City Council adopted Resolution No. 5503-19, which authorized the City Manager to enter into an agreement with Union Pacific Railroad to construct a public at-grade pedestrian crossing on the Oakland Subdivision located adjacent to the Union City BART Station; and
WHEREAS, the construction estimate for the project is $7.2 million, which also includes UPRR costs for installation of concrete railroad panels, railroad signals, safety gates, signage, and signal timing improvements; and
WHEREAS, the City of Union City has partnered with local agencies for funding and other support for this project, including Bay Area Rapid Transit (“BART”), the Alameda County Transportation Commission (“Alameda CTC”), and the Metropolitan Transportation Commission (“MTC”); and
WHEREAS, on May 14, 2024, the City Council adopted Resolution No. 6298-24, accepting $3,000,000 in Safe Routes to BART (SR2B) funds; and WHEREAS, Alameda CTC’s Countywide Transportation Plan (CTP) and the Metropolitan Transportation Commission’s Plan Bay Area (PBA) 2050 Plus are both voter-approved Regional Measure 3 (RM 3) Dumbarton Corridor Improvements programs to finance highway and transit improvements along or parallel to the Dumbarton-Decoto Road corridor; and
WHEREAS, in early 2023, the City submitted the initial project information to Alameda CTC and MTC with a request for $3 million for their review and comments. On June 24, 2024, at the MTC Commission Meeting, the Commission unanimously approved the staff recommendation for programming the requested funds for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14; and WHEREAS, the City submitted an Allocation Request package to Alameda CTC and MTC for the $3,000,000 in Regional Measure (RM 3), Dumbarton Corridor Improvements program funds and MTC approved the grant funds in December 2024; and City Council/RSA Agenda 324 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Approve CSA with MNS Engineers, Inc. for At-Grade Pedestrian Crossing At BART

Page 2 of 3 ends

WHEREAS, on February 11, 2025, the City Council adopted Resolution No. 2025- 020, accepting the $3,000,000 in RM3 grant funds; and
WHEREAS, on January 28, 2025, the City of Union City released a Request for Proposal (RFP) for Construction Management, Inspection Services, and Materials Testing Services for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14; and
WHEREAS, on March 13, 2025, the City of Union City received seven proposals from AZAD Engineering PC, Ghirardelli Associates, Inc., MNS Engineers, Inc., Park Engineering, Shiels Sowko Consultants (SSC), VSCE, Inc., and Zoon Engineering.

Interviews were held on April 22, 2025, with the selection panel consisting of Public Works staff, and MNS Engineers, Inc., was selected due to their project understanding, local knowledge, similar project experience (including extensive experience with the Union Pacific Railroad Company), an experienced resident engineer and inspector team, and favorable reference checks; and
WHEREAS, MNS Engineers, Inc., will be the single point of contact for the PreConstruction, Construction and Post-Construction phases (May 2025-June 2026) for this project.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Union City hereby authorizes the City Manager to execute a Consulting Services Agreement with MNS Engineers, Inc., in the amount of $624,532, for construction management services for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14.

BE IT FURTHER RESOLVED that the Consulting Services Agreement, in the amount of $624,532, will be funded with $624,532 in RM 3 Funds in the Capital Projects Grants Fund (Account Number 41091414-54110), which funding was added to the approved Five-Year Capital Improvement Plan (CIP) for Fiscal Year 2023-2024 to Fiscal Year 2027-2028 for the At-Grade Pedestrian Crossing at BART Project, City Project No. 14-14, on February 11, 2025.

City Council/RSA Agenda 325 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Approve CSA with MNS Engineers, Inc. for At-Grade Pedestrian Crossing At BART

Page 3 of 3 ends

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
City Council/RSA Agenda 326 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A CONSULTING SERVICES AGREEMENT WITH GATES + ASSOCIATES, IN THE AMOUNT OF $299,010, TO REVISE AND UPDATE THE PARKS AND RECREATION MASTER PLAN, CITYPROJECT NO. 24-20

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a Consulting Services Agreement with Gates + Associates, in the amount of $299,010, to revise and update the Parks and Recreation Master Plan, City Project No. 24-20.

STRATEGIC PLAN ALIGNMENT
Goal D, Strategy11: Develop a ten-year parks operations, maintenance and capital improvement plan.

BACKGROUND
The City’s original Parks and Recreation Master Plan, adopted in 1999, is well past its useful life. The 25-year-old plan is a very basic document that provided only a high-level overview of the city’s parks system, with limited detail on implementation strategies, community engagement, and long-term vision. It lacks the depth and data-driven analysis needed to guide modern park planning, such as equity mapping, sustainability goals, and maintenance standards.

DISCUSSION
Union City needs to revise and update its 1999 Parks and Recreation Master Plan to reflect the over two decades of change in community needs, demographics, land use, and recreation trends. Since 1999, population growth, urban development, and evolving environmental priorities —such as sustainability and climate resilience—have significantly altered how residents use and value public parks. The outdated plan does not address current accessibility standards, inclusive design, or the increased demand for diverse recreational facilities like sports fields, dog parks, and nature trails. Updating the plan ensures that the City can make informed decisions about investments, adequate maintenance, and future development, aligning its parks system with contemporary needs and long-term goals. It also provides an opportunity to engage the community, incorporate equity and health-focused initiatives, and strengthen the city's eligibility for grants and funding opportunities.

Finally, the goal is to develop a plan that seeks to facilitate active lifestyles, increase participation in recreation for all ages and abilities, and build a vision for long term maintenance to keep park spaces clean and accessible for all.

On October 10, 2024, staff posted a Request for Proposals from qualified firms to update the original Parks and Recreation Master Plan with a submittal deadline of November 19, 2024. After careful evaluation of each firm’s proposals by staff from both Community and Recreation Services and Public Works, in-person interviews were held in early February 2025 for all firms to further evaluate their qualifications to develop the new master plan. As a result of obtaining the highest cumulative result on a staff-developed standard scoring matrix, Gates + Associates was selected for the project.

City Council/RSA Agenda 327 Tuesday, May 13, 2025

FISCAL IMPACT
The Consulting Services Agreement with Gates + Associates, in the amount of $299,010, will be funded with $299,010 of Park In-Lieu Fund, Account Number 25592420-54110 (Park-In-Lieu – Parks & Community Facility Master Plan – Professional/Consulting).

There is no fiscal impact to the General Fund.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a Consulting Services Agreement with Gates + Associates, in the amount of $299,010, to revise and update the Parks and Recreation Master Plan, City Project No. 24-20.

Prepared by:

Trieu Tran, Civil Engineer III
Submitted by:

MarilouAyupan, Public Works Director
ATTACHMENTS:

Description Type
Draft Resolution Resolution
ExhibitA - Scope of Services Exhibit
Exhibit B- Fee Schedule Exhibit
City Council/RSA Agenda 328 Tuesday, May 13, 2025

Page 1 of 2 ends

RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

UNION CITY AUTHORIZING THE CITY MANAGER TO

EXECUTE A CONSULTING SERVICES AGREEMENT
WITH GATES + ASSOCIATES, IN THE AMOUNT OF
$299,010, TO REVISE AND UPDATE THE PARKS AND
RECREATION MASTER PLAN, CITY PROJECT NO. 24-20
WHEREAS, Union City needs to revise and update its 1999 Parks and Recreation Master Plan to reflect the over two decades of change in community needs, demographics, land use, and recreation trends; and
WHEREAS, the outdated plan does not address current accessibility standards, inclusive design, or the increased demand for diverse recreational facilities like sports fields, dog parks, and nature trails; and
WHEREAS, updating the plan ensures the City can make informed decisions about investments, adequate maintenance, and future development, aligning its parks system with contemporary needs and long-term goals. It also provides an opportunity to engage the community, incorporate equity and health-focused initiatives, and strengthen the city's eligibility for grants and funding opportunities; and WHEREAS, the goal is to develop a plan that seeks to facilitate active lifestyles, increase participation in recreation for all ages and abilities, and build a vision for long term maintenance to keep park spaces clean and accessible for all; and WHEREAS, on October 10, 2024, staff posted a Request for Proposals from qualified firms to update the original Parks and Recreation Master Plan with a submittal deadline of November 19, 2024; and
WHEREAS, staff from both Community and Recreation Services and Public Works reviewed all proposals and conducted in-person interviews in early February 2025; and WHEREAS, Gates + Associates was selected for the project upon obtaining the highest cumulative result on a staff-developed standard scoring matrix (See Exhibits A and B); and
WHEREAS, the Consulting Services Agreement with Gates + Associates, in the amount of $299,010, will be funded with Park In-Lieu Fund, Account Number 25592420- 54110 (Park-In-Lieu – Parks & Community Facility Master Plan – Professional/ Consulting).

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Union City hereby authorizes the City Manager to execute a Consulting Services Agreement with Gates + Associates, in the amount of $299,010, to revise and update the Parks and Recreation Master Plan, City Project No. 24-20.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Union City at a regular meeting held on the 13th day of May 2025, by the following vote:

City Council/RSA Agenda 329 Tuesday, May 13, 2025
Resolution No. 2025-XXX
Approve CSA with Gates + Associates for Parks & Recreation Master Plan

Page 2 of 2 ends

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

GARY SINGH
Mayor
ATTESTED: APPROVED AS TO FORM:

THAI NAM N. PHAM
City Clerk
KRISTOPHER J. KOKOTAYLO
City Attorney
Attachments:

1. Exhibit A – Scope of Services

2. Exhibit B – Fee Schedule
City Council/RSA Agenda 330 Tuesday, May 13, 2025
Parks and Recreation Master Plan - Expected to be completed in 2026 Union City | Community & Recreation Services Department TASK A. Establish Master Plan Vision and Goals
The objective of this task is to review supporting background materials and identify relevant information, goals, and principles to understand the existing park and recreation needs of Union City.

Subtask A.1 – Project Kickoff Meeting
Host project kickoff meeting in-person to confirm project details and expectations. Provide kick-off meeting agenda and other meeting materials in advance. This meeting will involve:
● Review draft project schedule
● Establish roles and communication protocols between the consultant team and City staff. ● Discuss and identify project objectives, goals, and challenges. ● Review community outreach strategy
● Identify background/resource materials related to the project Subtask A.2 – Background Review
Review and incorporate findings from existing and previous data, studies, reports, and planning efforts provided by the City, including but not limited to: 2040 General Plan, City Council goals, available documentation about current recreation facilities, including site and floor plans, maintenance records, operating costs, etc. Project team will utilize a data request logging system to keep track of received documentation and note outstanding items.

Subtask A.3 – Guiding Principles
Consider past and current planning efforts and city goals along with emerging trends and best practices for recreation, community, and wellness to establish a project vision and goals. Coordinate with city staff to incorporate themes of equity, inclusion, accessibility, maintenance, and sustainability that reflect the values of Union City. These will act as the guiding principles for the Master Plan.

DELIVERABLES:

Project vision and goals / Guiding Principles
MEETINGS:

Kick-off Meeting (1)
TASK B. Assess and Inventory Existing Conditions
The objective of this task is to perform an inventory and conditions assessment for each park and facility to understand the unique park and recreation sites within Union City.

Subtask B.1 – Park and Facility Assessment Template
Develop a park and facility assessment template to share with City staff for review and approval prior to conducting the inventory assessment. This includes the assessment spreadsheet to be used during the site tour, the categories to be reviewed, and the site tour schedule.

Subtask B.2 – Inventory Assessment
Conduct a system-wide site tour with City staff to perform a thorough inventory and evaluation of existing parks and recreation facilities. This includes 35 parks (138 acres) and seven recreation facilities. This analysis assesses each amenity (i.e., benches, playgrounds, ball fields, sports courts, trails, irrigation, etc.) by examining the total quantity and type of amenity, their capacity, functionality, accessibility, condition, and remaining life. Summarize all findings in a visual format to allow easy reference of overall park condition, and condition of individual amenities within each park.

Complete a basic architectural functional assessment. Observe and summarize service-related issues such as layout, allocations of space, functionality and flexibility, customer experience; the location, suitability, and capacity of current City Council/RSA Agenda 331 Tuesday, May 13, 2025
sites to support expanded recreational services, as appropriate; and how effectively they align with the City’s strategic priorities, support emerging recreational service trends, and meet the community’s expectations.

Facility Condition Assessments, available documentation about current recreation facilities, including site and floor plans, maintenance records, operating costs, etc.

DELIVERABLES:

Inventory Assessment template
Inventory Summary
MEETINGS:

Project team Site Tour (1)
TASK C – COMMUNITY OUTREACH AND ENGAGEMENT
The objective of this task is to proactively engage the community through an inclusive program of public engagement that assures residents, users, community organizations, and other stakeholders receive an opportunity to provide input to guide the development of the Parks Master Plan.

Subtask C.1 – Community Outreach and Engagement Plan
Work with staff and the project team to develop a plan for community outreach and engagement. The plan will identify the specific outreach channels, responsibilities, deliverables, and timelines for outreach. Outreach will be conducted in a hybrid manner in three (3) rounds with multiple input opportunities offered virtually and in-person to gather a wide range of input and feedback from the community.

Round 1: Likes, Needs, and Wants
Identify current usage trends, community satisfaction ratings, and amenities or features the community desires.

Discussion topics:
● What do we like about park and recreation facilities, amenities, and programs in Union City? ● What are some challenges, and what opportunities do we see for the future? Participation avenues:
● Project website (designed and hosted by GATES at a project-specific web address) ● Public outreach meetings (stakeholders, focus groups) ● Community survey (1)
● Pop-up activity or event (2) at a system site or community event in the City ● Webinar (1)
Round 2: Recommendations and Priorities
Develop and present preliminary recommendations and identify community preferences and priorities.

Discussion topics:
● What park and recreation recommendations would work best for the community? ● What are the priorities to guide the City in planning for and providing amenities and services now and into the future?
Participation avenues:
● Project website
● Public outreach meetings (stakeholders, focus groups) ● Community survey (1)
● Community workshop or open house event (1)
● Pop-up activity or event (2) at a system site or community event in the City City Council/RSA Agenda 332 Tuesday, May 13, 2025
● Webinar (1)
Round 3: Draft Master Plan
Facilitate public review of draft Master Plan document.

Discussion topics:
● Public comment on draft Master Plan
Participation avenues:
● Project website
● Public meetings
This task also includes the following outreach efforts:
● Agendas, reports, and summaries – Provide draft outreach agendas and materials to the City for review at least 15 days before occurrence. Provide follow-up information about all outreach activities and events within five days of occurrence. Reports and summaries to include meeting details, participant details, general themes, key comments, and other content as appropriate. All items will be provided in a digital format such as Adobe PDF or MS Word file.
● Include visual formats, such as graphics and other analysis tools, in summaries of outreach to allow the community to easily understand needs and priorities identified during the outreach process.

Subtask C.2 – Communication and Promotion
Create materials to increase awareness of the project and participation in outreach activities. Provide these materials to the City for distribution including circulating to community members, displaying at City facilities, and posting on the City’s website and social media.
● Project logo and tagline – Develop a unique project logo and tagline to draw community attention to the project and create a consistent brand in all outreach communication. ● Outreach collateral – Prepare collateral pieces (e.g., poster, mailer, banner, social media) to communicate with the public about the project and promote engagement activities. Provide content including text and graphics, as well as recommendations for distribution. Assume four (4) template pieces created in English, Spanish, and up to two (2) additional languages, updated for each round/event. ● Public announcements – Coordinate content for press releases, emails, local postings, and other forms of awareness-building.
● Communication channels – Work with the City to identify appropriate communication channels which may include social media, City emails, local school/community group newsletters, local news outlets, signs posted at City sites, and other options as needed.

Subtask C.3 – Project Website
Create a unique project website to assist with branding and serve as a resource and an information hub for the community.
● Host the site at a project-specific URL, provide content including text and graphics, and manage six (6) updates for the duration of the project.
● Website features may include project background, vision and goals, outreach schedule, survey results, and other important information to share with the public during the planning process.

City Council/RSA Agenda 333 Tuesday, May 13, 2025
Subtask C.4 – Community Surveys
Develop two (2) robust community surveys during the first two rounds of outreach to encourage involvement in the project and gather input from participants about park visiting habits, site conditions, desired amenities, and ideas for the future.
● Online surveys will be created through Survey Monkey by the Consultant. Links to the online survey will be posted on the project website and distributed by the City via other online channels. ● A printed version of the survey will be available for those who do not wish to or are not able to use the online version. The Consultant will work with the City to identify suitable locations such as City libraries and other facilities to distribute the printed surveys. The City will collect the printed surveys and provide them to the Consultant for review.
● The survey will be provided in English, Spanish, and up to two (2) additional languages. ● Results will be analyzed and tabulated by the Consultant.

Subtask C.5 – Stakeholder and Focus Group Meetings
Plan and facilitate meetings with various relevant groups to share ideas, discuss progress, and collect input on key topics related to the Master Plan. Work with the City and stakeholders to provide an understanding of expectations, insights, and opportunities. Work with City staff to notify stakeholder groups and solicit their participation in virtual or in-person meetings. Prepare agendas, presentations, and materials to facilitate discussion.

Stakeholders shall include:
● Parks and Recreation Commission
● Youth Commission
● Senior Citizens Commission
● Arts and Culture Commission
● School District Representatives
● Sports Advisory Committee
● Cycling Community
● Other local agencies and community organizations
Potential meeting topics might include:
● Project goals, timeline, and progress to date
● Unmet recreation needs and desired amenities
● Potential partnerships and opportunities
● Prioritization
Subtask C.6 – Community Activities and Events
Plan and facilitate community activities or events with varying dates, times, locations, and formats to allow as many community members as possible to participate. Each activity or event, whether in-person or virtual, will provide project updates and interactive opportunities for community members to learn more and provide input about the project. Summaries and other documentation will be provided to the City following the activities or events.

Collaborate with the City to identify potential linkages to established/planned community events, such as farmers markets, holiday events, or already scheduled city-wide events, and involve community enhancers to assist with outreach efforts.

Activities and events may include:
● Pop-up events at parks or recreation facilities or at other public events in the City ● Workshops or town hall meetings at community sites
City Council/RSA Agenda 334 Tuesday, May 13, 2025
● Webinars via virtual platform such as Zoom
For in-person events, the City will arrange for space and provide tents/tables, if available. Consultant to provide exhibits and materials and facilitate discussion. For virtual activities, Consultant to host meetings, prepare materials, and facilitate discussion. Spanish translation will be provided for community meetings.

Subtask C.7 – Public Meetings and Presentations
Present draft and final document at various City advisory committee and City Council meetings. Present project information, provide updates, and collect feedback at public meetings. Provide support for staff reports and other documents as needed.

DELIVERABLES:

Public Outreach and Engagement Plan
Draft and Final Surveys
Draft and Final Outreach Collateral
Draft and Final Outreach Materials
Summary of Outreach Activities/Events
MEETINGS:

Community Webinar (2)
Community Workshop/Open House (1)
Pop-up Events (4)
Stakeholder/Focus Group Meetings (10)
Public Meetings and Presentations (6)
TASK D. Comprehensive Needs Assessment
The purpose of this task is to provide a comprehensive assessment of community needs identified through community engagement efforts in Task C and the existing inventory assessment in Task B. This assessment will be considered the foundation and one of several feedback tools utilized to determine needs, wants, and future enhancement or development projects.

Subtask D.1 – Comprehensive Needs Assessment
Based on information obtained from community outreach efforts and the existing conditions assessment, develop a community-wide needs assessment to identify community interests, needs, issues, and satisfaction related to parks, community facilities, programs, and events. This task involves:
● Demographic trends and characteristics analysis
● Community needs identified during the community engagement phase ● Park, open space, facility, and programming needs analysis as determined during the inventory and existing conditions analysis in Task B
● Unique and underserved populations (Youth and Teens, Senior Adults, other populations identified during research and outreach activities) analysis
● Staffing analysis
● Demographic, economic, and social trends analysis
● Comparative Level of Service (LOS) analysis with communities of similar size and density (City staff team to determine)
● Comparative LOS analysis with relevant national standards including, but not limited to, those established by the National Park and Recreation Association (NPRA) and California Parks and Recreation Society (CPRS) ● Develop recommendations for programs, events, and service levels within the Parks and Recreation Department, based on community feedback and best practices. This will include funding and finance options for cost recovery and methods of financing for future revenue. ● Develop opportunities for new or improved recreational programming based on community needs assessment and planned improvements recommended in the action plan. This includes funding and finance opportunities for cost recovery and methods of financing for future revenue. ● Emerging trends analysis
● Identify opportunities for incorporation of technology and art in non-traditional ways to enhance existing and new park amenities
City Council/RSA Agenda 335 Tuesday, May 13, 2025
● Identify opportunities to enhance inclusion for existing and new park amenities ● Gap Analysis Report: Include an analysis of whether existing parks and facilities within the City are in alignment with the level of service of similarly sized cities, national standards. Assess park acreage, programming, access, amenities, indoor recreation square footage, etc. with short (0-5 Years) and long term (10-15 Years) forecasting.
● Evaluate any shared community spaces, such as with the New Haven Unified School District, for future programming opportunities.
● Analyze and map existing parks and facilities walkshed to identify gaps in distribution and accessibility. ● Develop a framework and planning targets for recreational space in Union City to serve diverse community needs. Evaluate the need for space to support modern, equitable, and inclusive recreation services. Explore the potential for alternative facility models, such as partnerships to expand and enhance community access.

Subtask D.2 – Comprehensive Needs Assessment Summary Report Consolidate all findings from Task B, Round 1 of outreach from Task C, and Subtask D.1 to prepare a comprehensive needs assessment summary report. Submit to City staff for review with up to two (2) iterations.

DELIVERABLES: MEETINGS:

Comprehensive Needs Assessment Summary Report
TASK E. Park and Facility Improvement Recommendations
The purpose of this task is to produce the Action Plan strategies for the Union City Parks and Recreation Master Plan.

The Action Plan will address all parks, open spaces, and recreational facilities within Union City. The recommendations will include the following categories:
● Neighborhood parks
● Community Parks
● Special Use Parks (i.e., dog parks, skate parks)
● Open Space and Trails
● Community Facilities
● New parks
Subtask E.1 – Action Plan
Consider all findings gleaned from the inventory, community outreach, and needs assessment report to develop recommendations for improvements system-wide and at each park and facility. Summarize all recommendations in a visual format to allow easy reference of proposed improvements at each park. This task involves:
● Assess the need for new parkland and recreation amenities; and review mechanisms for identifying available land to acquire new parkland.
● Recommend updates to existing policies and procedures affecting parks and recreation facilities. Identify new policies where appropriate.
● Develop design guidelines to align all Union City facilities and streamline maintenance. ● Analyze and provide recommendations for improvements to existing parks and recreational facilities.

Recommendations to include all possible improvements, such as play areas and equipment, pathway repair or expansion, landscaping, equipment storage, drainage, signage, waste management, parking lot improvements, restrooms, building improvements or expansions, picnic areas, sports amenities, and more. ● Develop a vision statement for recreation facilities in Union City, including the principles and guidelines for design, services, and operations to meet community needs and support the Community & Recreation Services Dept strategic goals.
● Assess and identify opportunities for new or improved recreational programming based upon community needs assessment and planned improvement being recommended in the action plan.

City Council/RSA Agenda 336 Tuesday, May 13, 2025
Based on City Staff input and discussion, revise Action Plan recommendations into a prioritized matrix based on community demand and need, existing conditions, and maintenance.

TASK F. Implementation Strategy
The objective of this task is to prepare a comprehensive implementation plan for Union City’s parks and recreation facilities, amenities, and programs. The Implementation Plan will inform priorities, phasing, and strategies.

Subtask F.1 – Implementation Strategy
Develop an implementation strategy which includes recommended priorities, constraints, maintenance strategies, and improvement costs for short term (0-5 years) and long term (10-15 years) for the park system, open space, community facilities, programs, and amenities. This task involves:
● Create a ranked matrix to identify the community’s top priorities that are supported by accurate cost estimates and realistic funding strategies.
● Provide detailed park improvement costs (both soft and hard costs for each park and facility) and operation and maintenance implications and costs.
● Confirm criteria and evaluate options for improving recreation facilities through renovation, expansion, replacement, and/or relocation in order to align with the facilities vision. Review and confirm where recreation facilities may need to be relocated or refocused to meet changing needs. ● Examine and propose opportunities for partnerships with other City departments, community organizations, school districts, etc.

DELIVERABLES: MEETINGS:

Draft Implementation Plan (up to 2 iterations) Review Meeting w/ City Staff & Key Staff 2 TASK G. Development of Final Plan
The purpose of this task is to develop the final Master Plan for approval by commissions and councils. The Master Plan is prepared with the intention to be creative and challenging, yet achievable. Draft document segments will be provided to the Project team for review at the 30% phase (progress), 60% phase (administrative draft), 90% phase (final draft), and 100% phase (final adopted master plan, incorporating commission and council comments).

Subtask G.1 – Master Plan Draft Components
Over the course of the project, present drafts of the Master Plan components to the Project Team for review and comment including, but not limited to:
● Outreach and engagement plan
● Outreach/promotional collateral
● Survey draft(s)
● Park and Facilities Inventory Template
Subtask G.2 – Administrative Draft Master Plan & Public Review Period Prepare a (digital) Admin Draft Master Plan that compiles all previous tasks into one booklet for admin and public review. The Administrative Draft Master Plan will be presented to the Parks and Recreation Commission and City Council. The Master Plan will include:
● An overview of the plan goals, methodology, and intended use. ● A summary of existing conditions, inventory, and level of service analysis. ● Actionable recommendations as outlined in Section E of the Scope of Work.

City Council/RSA Agenda 337 Tuesday, May 13, 2025
● A strategy that provides a prioritized “road map” for the enhancement, renovation, and/or development of parks and community facilities
● Cost estimates for proposed enhancement/development and a funding strategy to support priorities and recommendations listed in the final plan.
● Charts, graphs, maps, and other visual data as needed to support the plan and its presentation to the appropriate audiences.

This subtask includes providing a digital copy of the Administrative Draft to the community and various stakeholders, commissions, and other desired committees during the public review period. Public input will be gathered via a Google Form and consolidated in one place for efficiency. Key stakeholders to review the Admin Draft can include, but are not limited to, the following:
● Parks and Recreation Commission
● Youth Commission
● Senior Citizens Commission
● Arts and Culture Commission
● School District Representatives
● Sports Advisory Committee
● Cycling Community (Bicycle and Pedestrian Advisory Committee) Subtask G.3– Final Master Plan
Prepare Final Master Plan document that incorporates any comments received during the Public Review period, if requested, by stakeholders, Parks and Recreation Commission, and other desired commissions or committees. Present the Final Master Plan to City Council for comment and final direction.

DELIVERABLES: MEETINGS:

Draft Master Plan Components
Administrative Draft Master Plan
Final Parks Master Plan
Presentations Materials
Parks and Recreation Commission
City Council
1 2
TASK H. Project Management
The objective of this task is to regularly meet with the project team and proactively manage the project by addressing task items in a timely manner to maintain the project schedule and deliverables. Project team will consist of consultant, core city staff team, and subconsultants as deemed necessary. A steering committee, consisting of city staff, Parks and Recreation Commissioners, and community members will be established to support the core project team.

Subtask H.1 – Project Management
● Manage all aspects of the project including sub-consultants, schedule, meetings, deliverables, and budget. ● Prepare a shared Google Drive folder to share information, documents, presentations, templates, draft chapter components, project related reports, resources, comments, and other materials/items. ● Host bi-weekly virtual progress meetings with City staff to ensure productive communication regarding upcoming tasks, project progress, project schedule, and any other project updates. Consultant team attendees to vary based on subject matter and project needs.
● Provide copies of agendas and other meeting materials to the City in advance of meetings. ● Provide meeting minutes to City staff within one (1) week of the related bi-weekly progress meeting.

City Council/RSA Agenda 338 Tuesday, May 13, 2025
● Attend, lead, and facilitate community meetings as deemed necessary. All materials for presentations and community meetings will be submitted to the project team for review and discussion prior to meeting. See Task C for additional information.

DELIVERABLES: MEETINGS:

Project Schedule Bi-weekly Virtual Progress Meetings 34 Meeting agendas and minutes

OPTIONAL TASK I
I.1 Staffing Report
Matrix Consulting Group to provide staffing and resource implications and recommendations for prioritized improvements and programming additions.

I.3 Capital Improvement Plan
Consultant to develop a capital improvement funding strategy that identifies local, regional, state, and federal sources as well as Identify alternative funding opportunities, including philanthropic sources, partnerships, park funds, existing DIF, etc. or recommend creative funding sources to ensure proposed improvements are implementable.

I.4 Maintenance Plan
Consultant to work with City staff to identify opportunities, needs, and gaps in current maintenance program. Develop a maintenance plan that provides a regular maintenance schedule and staffing requirements.

I.2 Cost Recovery Strategy
Matrix Consulting Group will work with staff to review existing revenues and expenditures by program category. Any indirect or overhead costs would be considered, as well as any maintenance related costs that should be factored into the cost recovery calculation. Once cost recovery by program or service area is developed, we will discuss cost recovery goals based upon industry standards as well as regional trends. Opportunities for improvement will be identified related to areas where cost recovery might be increased based on the market analysis.

City Council/RSA Agenda 339 Tuesday, May 13, 2025

KEY ASSUMPTIONS
The scope, schedule, and budget outlined in this proposal are predicated on the limitations and assumptions described below:
● All documents will be provided electronically to the City for review and reproduction ● City to print all collateral for Community Engagement noticing (to be determined in community engagement plan), Gates to provide graphics
● City to post on Social Media accounts, Gates to provide digital graphics ● City to provide in-person translation services (if needed) ● All comments received from the City shall be consolidated from ALL departments, concise and non-contradictory prior to distribution to the project team ● City is responsible for public noticing publication costs for the draft review period and filing the Notice of Intent with the county clerk
City Council/RSA Agenda 340 Tuesday, May 13, 2025
Task and Hourly Schedule
Union City Parks Master Plan
GATES
+ ASSOCIATES MATRIX Group 4 SUBTOTAL
Subtotal Fee $10,150 $10,060 $3,820 $24,030
Subtotal Fee $33,080 $0 $10,870 $43,950
Subtotal Fee $67,490 $4,560 $5,810 $77,860
Subtotal Fee $17,760 $18,540 $7,830 $44,130
Subtotal Fee $7,360 $5,280 $1,480 $14,120Subtotal Fee $7,360 $4,000 $2,960 $14,320Subtotal Fee $34,360 $8,800 $5,220 $48,380 Subtotal Fee $24,640 $0 $2,580 $27,220
TOTAL BASE SCOPE FEE $202,200 $51,240 $40,570 $294,010
Reimbursable Allowance 5,000 $                   ‐ $                         ‐ $ $ 5,000 TOTAL $299,010OPTIONAL SERVICES
Subtotal Fee $14,570 $10,760 $0 $25,330
TOTAL WITH OPTIONAL TASKS $324,340

SUMMARY BY COMPANY
TASK I. OPTIONAL SERVICES
TASK A. ESTABLISH MASTER PLAN VISION & GOALS
TASK B. ASSESS & INVENTORY EXISITING CONDITIONS
TASK D. COMPREHENSIVE NEEDS ASSESSMENT
TASK C. COMMUNITY OUTREACH & ENGAGEMENT
TASK E. PARK & FACILITY IMPROVEMENT RECOMMENDATION
TASK F. IMPLEMENTATION STRATEGY
TASK G. MASTER PLAN DOCUMENT PREPARATION
TASK H. PROJECT MANAGEMENT
City Council/RSA Agenda 341 Tuesday, May 13, 2025
Partner Associate
Principal Planner OutreachCoordinator Production
Hourly Rate $240 $210 $175 $185 $170 SUBTOTAL
Subtask A.1 Project Kickoff Meeting 444 4
Subtask A.2 Background Review 66
Subtask A.3 Guiding Principles 4 4 16
SUBTASK HOURS 8 14 26 4 0
SUBTOTAL FEE $1,920 $2,940 $4,550 $740 $0 $10,150
Subtask B.1 Park and Facility Assessment Template 88
Subtask B.2 Inventory 12 120 40
SUBTASK HOURS 0 12 128 0 48
SUBTOTAL FEE $0 $2,520 $22,400 $0 $8,160 $33,080
Subtask C.1 Community Outreach and Engagement Plan 8
Subtask C.2 Communication & Promotion 20 16
Subtask C.3 Project Website 16 16
Subtask C.5 Community Surveys 6 16 56 16
Subtask C.6 Stakeholder and Focus Group Meetings 8 12 10 60 8 Subtask C.7 Community Activities and Events 8 16 16 20 8 Subtask C.8 Public Meetings and Presentations 6 488
SUBTASK HOURS 22 34 46 188 72
SUBTOTAL FEE $5,280 $7,140 $8,050 $34,780 $12,240 $67,490 Subtask D.1 Comprehensive Needs Assessment 8 36 16
Subtask D.2 Comprehensive Needs Assessment Report 4 20 16 SUBTASK HOURS 0 12 56 0 32
SUBTOTAL FEE $0 $2,520 $9,800 $0 $5,440 $17,760
Subtask E.1 Action Plan 12 16 12
SUBTASK HOURS 0 12 16 0 12
SUBTOTAL FEE $0 $2,520 $2,800 $0 $2,040 $7,360
Subtask F.1 Implementation Strategy 12 16 12
SUBTASK HOURS 0 12 16 0 12
SUBTOTAL FEE $0 $2,520 $2,800 $0 $2,040 $7,360
Subtask G.1 Draft Master Plan 10 40 12 20
Subtask G.2 Admin Draft Master Plan & Public Review Period 8 40 18 Subtask G.3 Final Master Plan 8 20 16
SUBTASK HOURS 0 26 100 12 54
SUBTOTAL FEE $0 $5,460 $17,500 $2,220 $9,180 $34,360
Subtask H.1 Project Management 8 32 65 25
SUBTASK HOURS 8 32 65 25 0
SUBTOTAL FEE $1,920 $6,720 $11,375 $4,625 $0 $24,640
TOTAL $202,200
Reimbursable Allowance $                    5,000
Subtask I.1 Staffing Report 4 4
Subtask I.2 Capital Improvement Plan 8 8
Subtask I.3 Maintenance Plan 2 12 30 10
Subtask I.4 Cost Recovery Strategy
SUBTASK HOURS 2 24 42 0 10
SUBTOTAL FEE $480 $5,040 $7,350 $0 $1,700 14,570 $
TASK F. IMPLEMENTATION STRATEGY
TASK G. MASTER PLAN DOCUMENT PREPARATION
TASK H. PROJECT MANAGEMENT
TASK I. OPTIONAL SERVICES
GATES + ASSOCIATES
TASK A. ESTABLISH MASTER PLAN VISION & GOALS
TASK B. ASSESS & INVENTORY EXISITING CONDITIONS
TASK C. COMMUNITY OUTREACH &  ENGAGEMENT
TASK D. COMPREHENSIVE NEEDS ASSESSMENT
TASK E. PARK & FACILITY IMPROVEMENT RECOMMENDATION
City Council/RSA Agenda 342 Tuesday, May 13, 2025
Principal Project
Manager Lead Analyst Analyst
Hourly Rate $310 $240 $200 $160 SUBTOTAL
Subtask A.1 Project Kickoff Meeting 2 2 8 12
Subtask A.2 Background Review 0068
Subtask A.3 Guiding Principles 0268
SUBTASK HOURS 2 4 20 28
SUBTOTAL FEE $620 $960 $4,000 $4,480 $10,060
Subtask B.1 Park and Facility Assessment Template 0000
Subtask B.2 Inventory 0000
Subtask B.3 CASp Accessibility Survey Report 0000
SUBTASK HOURS 0000
SUBTOTAL FEE $0 $0 $0 $0 $0
Subtask C.1 Community Outreach and Engagement Plan 0000 Subtask C.2 Communication & Promotion 0000
Subtask C.3 Project Website 0000
Subtask C.4 Statstically Valid Survey 0000
Subtask C.5 Community Surveys 0000
Subtask C.6 Stakeholder and Focus Group Meetings 0 4 10 10 Subtask C.7 Community Activities and Events 0000
Subtask C.8 Public Meetings and Presentations 0000
SUBTASK HOURS 0 4 10 10
SUBTOTAL FEE $0 $960 $2,000 $1,600 $4,560
Subtask D.1 Comprehensive Needs Assessment 0 2 20 30
Subtask D.2 Comprehensive Needs Assessment Report 2 6 20 20 SUBTASK HOURS 2 8 40 50
SUBTOTAL FEE $620 $1,920 $8,000 $8,000 $18,540
Subtask E.1 Action Plan 0 2 16 10
SUBTASK HOURS 0 2 16 10
SUBTOTAL FEE $0 $480 $3,200 $1,600 $5,280
Subtask F.1 Implementation Strategy 0 2 8 12
SUBTASK HOURS 0 2 8 12
SUBTOTAL FEE $0 $480 $1,600 $1,920 $4,000
Subtask G.1 Draft Master Plan 1466
Subtask G.2 Admin Draft Master Plan & Public Review Period 2444 Subtask G.3 Final Master Plan 2 2 6 10
SUBTASK HOURS 5 10 16 20
SUBTOTAL FEE $0 $2,400 $3,200 $3,200 $8,800
Subtask H.1 Project Management
SUBTASK HOURS 0000
SUBTOTAL FEE $0 $0 $0 $0 $0
TOTAL $51,240
Reimbursable Allowance $                         ‐
Subtask I.1 Staffing Report 2 2 4
Subtask I.2 Capital Improvement Plan
Subtask I.3 Maintenance Plan
Subtask I.4 Cost Recovery Strategy 2 12 2 32
SUBTASK HOURS 4 14 2 36
SUBTOTAL FEE $1,240 $3,360 $400 $5,760 $10,760
TASK H. PROJECT MANAGEMENT
TASK I. OPTIONAL SERVICES
TASK G. MASTER PLAN DOCUMENT PREPARATION
MATRIX
TASK A. ESTABLISH MASTER PLAN VISION & GOALS
TASK B. ASSESS & INVENTORY EXISITING CONDITIONS
TASK C. COMMUNITY OUTREACH &  ENGAGEMENT
TASK D. COMPREHENSIVE NEEDS ASSESSMENT
TASK E. PARK & FACILITY IMPROVEMENT RECOMMENDATION
TASK F. IMPLEMENTATION STRATEGY
City Council/RSA Agenda 343 Tuesday, May 13, 2025
Partner Principal Associate Project
Manager Arch I ProjectPlanner Job Captain Production
Hourly Rate $270 $250 $215 $195 $185 $175 $165 SUBTOTAL Subtask A.1 Project Kickoff Meeting
Subtask A.2 Background Review 4 12
Subtask A.3 Guiding Principles 4
SUBTASK HOURS 0 0 0 8 0 0 12 0
SUBTOTAL FEE $0 $0 $0 $1,720 $0 $0 $2,100 $0 $3,820
Subtask B.1 Community Outreach and Engagement Plan 2
Subtask B.2 Inventory 16 40
Subtask B.3 CASp Accessibility Survey Report
SUBTASK HOURS 0 0 0 18 0 0 40 0
SUBTOTAL FEE $0 $0 $0 $3,870 $0 $0 $7,000 $0 $10,870
Subtask C.1 Community Outreach and Engagement Plan 24
Subtask C.2 Communication & Promotion
Subtask C.3 Project Website
Subtask C.4 Statstically Valid Survey
Subtask C.5 Community Surveys
Subtask C.6 Stakeholder and Focus Group Meetings 44
Subtask C.7 Community Activities and Events
Subtask C.8 Public Meetings and Presentations 88
SUBTASK HOURS 0 0 0 14 0 0 16 0
SUBTOTAL FEE $0 $0 $0 $3,010 $0 $0 $2,800 $0 $5,810
Subtask D.1 Comprehensive Needs Assessment 12 30
Subtask D.2 Comprehensive Needs Assessment Report
SUBTASK HOURS 0 0 0 12 0 0 30 0
SUBTOTAL FEE $0 $0 $0 $2,580 $0 $0 $5,250 $0 $7,830
Subtask E.1 Action Plan 26
SUBTASK HOURS 0002 006 0
SUBTOTAL FEE $0 $0 $0 $430 $0 $0 $1,050 $0 $1,480
Subtask F.1 Implementation Strategy 4 12
SUBTASK HOURS 0 0 0 4 0 0 12 0
SUBTOTAL FEE $0 $0 $0 $860 $0 $0 $2,100 $0 $2,960
Subtask G.1 Draft Master Plan 4 16
Subtask G.2 Admin Draft Master Plan & Public Review Period 22 Subtask G.3 Final Master Plan 22
SUBTASK HOURS 0 0 0 8 0 0 20 0
SUBTOTAL FEE $0 $0 $0 $1,720 $0 $0 $3,500 $0 $5,220
Subtask H.1 Project Management 20
SUBTASK HOURS 0 0 0 12 0 0 0 0
SUBTOTAL FEE $0 $0 $0 $2,580 $0 $0 $0 $0 $2,580
TOTAL $40,570
Reimbursable Allowance $                        ‐
Subtask I.1 Staffing Report
Subtask I.2 Capital Improvement Plan
Subtask I.3 Maintenance Plan
Subtask I.4 Cost Recovery Strategy
SUBTASK HOURS 0000 000 0
SUBTOTAL FEE $0 $0 $0 $0 $0 $0 $0 $0 0
TASK F. IMPLEMENTATION STRATEGY
TASK G. MASTER PLAN DOCUMENT PREPARATION
TASK H. PROJECT MANAGEMENT
TASK I. OPTIONAL SERVICES
Group 4
TASK A. ESTABLISH MASTER PLAN VISION & GOALS
TASK B. ASSESS & INVENTORY EXISITING CONDITIONS
TASK C. COMMUNITY OUTREACH &  ENGAGEMENT
TASK D. COMPREHENSIVE NEEDS ASSESSMENT
TASK E. PARK & FACILITY IMPROVEMENT RECOMMENDATION
City Council/RSA Agenda 344 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ACCEPT THE CITYOF UNION CITYSTAFF REPORT AND PRESENTATION ADHERING TOAB 2561

REQUIREMENTS FOR REPORTING ON VACANCYRATES AND RECRUITMENT AND RETENTION EFFORTS

EXECUTIVE SUMMARY
AB 2561 requires public agencies, including Union City, to hold at least one (1) public hearing per fiscal year to discuss vacancies and recruitment and retention efforts. This report discusses the City’s legal obligations under the new law, which takes effect January 1, 2025. This report recommends the adoption of measures intended to ensure compliance with such legal obligations.

STRATEGIC PLAN ALIGNMENT
This program supports Goal B. Governance and Organization Effectiveness of the strategic plan in aligning critical city services with current staffing levels.

BACKGROUND
AB 2561 was introduced to address the issue of job vacancies in local government, which adversely affects the delivery of public services and employee workload. Among other requirements, the bill mandates that public agencies present the status of vacancies and recruitment and retention efforts during a public hearing before the agency’s governing body at least once per fiscal year. The bill was enacted into law and is codified at Government Code section 3502.3. The new law is effective January 1, 2025.

DISCUSSION
AB 2561 sets forth requirements regarding the information that the City will provide concerning vacancies at the City the City’s recruitment and retention efforts, and the identification of changes to City policies, procedures, and recruitment activities. In the event that the vacancy rate in any bargaining unit is at least 20% of the total number of authorized full-time positions in the bargaining unit, AB 2561 identifies additional information that the City will provide upon request of the employee organization that represents such bargaining unit.

AB 2561 also sets forth the legal entitlement for recognized employee organizations to make presentations at the public hearing.

The purpose of the AB 2561 is to comply with applicable law and to ensure transparency, accountability, and responsiveness to community needs regarding the City’s staffing practices

FISCAL IMPACT
There is no direct fiscal impact associated with this item.

City Council/RSA Agenda 345 Tuesday, May 13, 2025

RECOMMENDATION
Staff recommends that the City Council accept this presentation for this public hearing in which the City reports on workforce vacancies, and recruitment and retention efforts and the City’s recognized employee organizations will be provided an opportunity to make a presentation on such subjects.

Prepared by:

Jason Castleberry, Human Resources Director
Submitted by:

Jason Castleberry, Human Resources Director
ATTACHMENTS:

Description Type
Vacancies by Bargaining Unit Attachment
PowerPoint Presentation Attachment
City Council/RSA Agenda 346 Tuesday, May 13, 2025
Attachment 1
Vacancies by Bargaining Unit
As of May 8, 2025
Bargaining Unit FTE Vacancies Vacancy Rate
POA 96 7 7.29%
PMA 8 0 0%
MEG 22 2 9.09%
PEG 33.6 5.6 16.67%
SEIU 91.25 10.5 11.51%
UNREPRESENTED 19.78 5.28 26.69%
City Council/RSA Agenda 347 Tuesday, May 13, 2025
AB 2561: Vacancy Report and
Recruitment Activities
May 13, 2025
City Council/RSA Agenda 348 Tuesday, May 13, 2025
2 Objectives
✓Introduction to AB 2561
✓Workforce Demographics
✓Status of Vacancies
✓Recruitment and Retention
Efforts
✓Policy and Procedural
Updates
City Council/RSA Agenda 349 Tuesday, May 13, 2025
3 Introduction to AB 2561
AB 2561 requires public agencies to present the status of their vacancies in a public hearing before their governing body at least once per fiscal year. ✓ Presentation must be made prior to the adoption of a final budget for the fiscal year. ✓ Addresses the recruitment and retention efforts currently employed by the public agency.
✓ Identify any changes to policies, procedures or recruitment activities that negatively impact the entity’s efforts to reduce its vacancies.

City Council/RSA Agenda 350 Tuesday, May 13, 2025
Work Force Demographics
City Council/RSA Agenda 351 Tuesday, May 13, 2025
5 Workforce Demographics - Age
0%
5%
10%
15%
20%
25%
30%
1 4%
26%
21%
19%
13%
4%
15%
15-17 18-24 25-35 36-45 46-55 56-65 66 +
City Council/RSA Agenda 352 Tuesday, May 13, 2025
6 Workforce Demographics - Gender
40%
60%
Female
Male
City Council/RSA Agenda 353 Tuesday, May 13, 2025
7 Workforce Demographics - Race
19%
4%
36%
4%
24%
8%
4%
0% 5% 10% 15% 20% 25% 30% 35% 40%
1 Black Other White Two or More Pacific Islander Indigenous Hispanic Filipino Asian Black
Other
White
2 +
API
Indigenous
Hispanic
Filipino
Asian
City Council/RSA Agenda 354 Tuesday, May 13, 2025
8 Workforce Demographics – Bargaining Group
96 91.25 33.6 22

19.78 8
City Council/RSA Agenda 355 Tuesday, May 13, 2025
9 Workforce Demographics – Where we live
City Council/RSA Agenda 356 Tuesday, May 13, 2025
Vacancies by Collective
Bargaining Unit
City Council/RSA Agenda 357 Tuesday, May 13, 2025
11 Status of Vacancies
Collective
Bargaining
Unit
Total
Vacancy Vacancy %
POA 7 7.29%
SEIU 10.5 10%
PEG 5.6 16.67%
MEG 2 9.09%
PMA 0 0%
NONREP 5.28 26.69%
City Council/RSA Agenda 358 Tuesday, May 13, 2025
Program Improvements
Policy and Procedural Updates
City Council/RSA Agenda 359 Tuesday, May 13, 2025
13 Recruitment and Retention Efforts
✓ Aligned Standard Operating
Procedures (SOP’s) for the
recruitment program, all groups
✓ Enhanced lateral transfer
opportunities for Police Officers
and Police Management
✓ Updated Job Specifications to
provide clarity to prospective
applicants
City Council/RSA Agenda 360 Tuesday, May 13, 2025
14 Policy and Procedural Updates
✓ Lateral Transfers in Police
✓ Testing Procedure
✓ Special Assignment Pay Policy
Update
✓ “Compensation Upon Promotion”
Policy Update for Internal Promotions
✓ Policy improvements on leave
accruals and cashout options
City Council/RSA Agenda 361 Tuesday, May 13, 2025
Questions?
City Council/RSA Agenda 362 Tuesday, May 13, 2025
Agenda Item
DATE: 5/13/2025
TO: HONORABLE MAYOR AND CITYCOUNCIL
FROM: JOAN MALLOY, CITYMANAGER
SUBJECT: ADOPT A RESOLUTION APPROVING THE 2025 STATE AND FEDERAL LEGISLATIVE PLATFORM FOR THE

CITYOF UNION CITYAND AUTHORIZING THE MAYOR OR CITY MANAGER TO SIGN POSITION LETTERS ON

BEHALF OF THE CITY

EXECUTIVE SUMMARY
Staff recommends that the City Council adopt a resolution approving the 2025 State and Federal Legislative Platform for the City of Union City.

Furthermore, by way of adoption, City Council would authorize the Mayor or City Manager to sign position letters on behalf of the City. Both of these actions would ensure the City’s position on pending and future legislation is expressed in a timely and effective manner.

STRATEGIC PLAN ALIGNMENT
This item is not identified in the City Council Strategic Plan nor is it directly correlated to a specific priority area. However, the Legislative Platform itself was drafted to align with the Strategic Plan and the multi-year goals, reflecting the overarching ideals and vision for Union City.

BACKGROUND
State and federal legislation has the potential to have direct and significant impacts on a city’s fiscal, operational, and environmental stability. On September 12, 2023, City Council authorized the City to enter into a Consulting Services Agreement with Townsend Public Affairs, Inc. (TPA) for legislative advocacy and grant funding research services via Resolution No. 6200-23. The established term for the initial agreement was from October 1, 2023 to September 30, 2024.

To allow for effective and sustained engagement in state and federal legislative processes, a new consulting service agreement was entered into with TPA on November 26, 2024 via Resolution No. 6394-24. The established term under this agreement is from October 1, 2024 to September 30, 2025.

On February 13, 2024, City Council had also approved a 2024 State and Federal Legislative Platform via adoption of Resolution No. 6256-24 that represents Union City’s priorities in both Sacramento and Washington, DC. The legislative platform has allowed City staff in coordination with TPA to proactively address legislation that may impact the City’s ability to operate effectively, in addition to protecting and promoting the interests of Union City’s constituents.

For City Council’s consideration is a 2025 State and Federal Legislative Platform for the City of Union City (Exhibit A). The proposed legislative platform is comprised of policy statements that provide a framework for the City to respond to legislative issues of importance in a timely manner, many of which remain unchanged from the previous year. The positions contained in the platform are intended to supplement the goals outlined in City Council’s Strategic Plan and were also common themes shared by City Council when meeting with City staff and TPA onApril 18, 2025.

By adopting a legislative platform, the City will enhance its capacity to monitor, analyze, and respond to complex and swift-moving legislation. It will also serve as a blueprint when sharing Union City’s priorities with key stakeholders in the State legislature and Governor’s Administration, as well as Congress and the Federal Administration.

City Council/RSA Agenda 363 Tuesday, May 13, 2025

DISCUSSION
As mentioned, a city’s legislative platform conveys to legislators, policymakers, and the general public where the City Council stands on important policy positions. This document is critical in the success of any legislative advocacy efforts as it outlines broad policy statements that guide a city and its legislative advocacy firm to be responsive to the most pressing priorities that could pose significant impacts to the community.

TPA worked with City staff to ensure all statements in the proposed 2025 State and Federal Legislative Platform are relevant to Union City.

These were most recently further affirmed when meeting with City Council onApril 18, 2025. If adopted, it will provide a mechanism for the City to formally engage on legislation; including, but not limited to, introducing legislation, positioning, seeking amendments, or otherwise influencing policy for the betterment of the City.

The proposed 2025 State and Federal Legislative Platform is organized in the following topic-based categories (in no particular order):

Fiscal Sustainability
Community Development/Housing and Social Services
Economic Development
Public Safety
Environmental Sustainability and Infrastructure
To complement the various policy statements, it is followed by a list of funding priorities for the City, which similarly will allow TPA and City staff to focus its attention on when pursuing funding opportunities through the state and federal process.

Additionally, by adopting the proposed 2025 State and Federal Legislative Platform, City Council will also be authorizing the Mayor or City Manager to sign position letters on behalf of the City. Any position letters submitted will be sent to the author of the bill in question, the City’s legislative representatives, and other recipients as deemed appropriate, including a copy for distribution to the City Council.

Following past practice, by way of process, City Council will be provided forty-eight (48) hours to review prepared position letters prior to signature and submission. Should two or more Councilmembers express a conflicting position or suggest substantive changes, that respective position letter will not advance as currently drafted and instead will be agendized at a future City Council meeting for discussion and direction.

If any matters arise that are not addressed in the legislative platform, but later become a topic of interest, City staff will place these on the City Council’s agenda for consideration. City Council may then decide whether to take further action as needed.

City Council may also amend the 2025 State and Federal Legislative Platform for the City of Union City at any given time.

FISCAL IMPACT
There is no fiscal impact as a result of the City Council taking the recommended action.

RECOMMENDATION
Staff recommends that the City Council adopt a resolution approving the 2025 State and Federal Legislative Platform for the City of Union City.

Furthermore, by way of adoption, City Council would authorize the Mayor or City Manager to sign position letters on behalf of the City. Both of these actions would ensure the City’s position on pending and future legislation is expressed in a timely and effective manner.

Prepared by:

Jennifer Phan, Deputy City Manager
Submitted by:

Jennifer Phan, Deputy City Manager
ATTACHMENTS:

Description Type
Draft Resolution Resolution
City Council/RSA Agenda 364 Tuesday, May 13, 2025
ExhibitA - 2025 State and Federal Legislative Platform Exhibit PowerPoint Resolution Attachment
Public Comment - LizAmes Attachment
City Council/RSA Agenda 365 Tuesday, May 13, 2025
RESOLUTION NO. 2025-XXX

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF UNION CITY APPROVING THE 2025 STATE AND FEDERAL LEGISLATIVE

PLATFORM AND AUTHORIZING THE MAYOR OR CITY MANAGER TO

SIGN POSITION LETTERS ON BEHALF OF THE CITY
WHEREAS, state and federal legislation has the potential to have direct and significant impacts to a city’s fiscal, operational, and environmental stability; and WHEREAS, the City Council had expressed a desire in increasing its legislative engagement efforts to protect and promote the interests of Union City’s constituents; and WHEREAS, on September 12, 2023, the City Council adopted Resolution No. 6200-23, authorizing the City to enter into a Consulting Services Agreement with Townsend Public Affairs, Inc. (TPA) for legislative advocacy and grant funding research services; and
WHEREAS, on February 13, 2024, the City Council had approved a 2024 State and Federal Legislative Platform via adoption of Resolution No. 6256-24; and WHEREAS, on November 26, 2024, the City Council adopted Resolution No. 6397-24, authorizing the City to enter into a new Consulting Services Agreement with Townsend Public Affairs, Inc. (TPA) for continued legislative advocacy and grant funding research services for a second year; and
WHEREAS, Exhibit A to this Resolution is an updated State and Federal Legislative Platform for 2025 that outlines broad policy statements reflective of the City Council Strategic Plan, multi-year goals, and Union City’s funding priorities; and WHEREAS, the 2025 State and Federal Legislative Platform provides a mechanism in which the City can monitor, analyze, and respond to complex and swiftmoving legislation of importance to Union City; and WHEREAS, TPA will work in conjunction with City staff to continuously review and evaluate legislation, make recommendations on appropriate advocacy efforts, including drafting position letters consistent with the 2025 State and Federal Legislative Platform; and
WHEREAS, by way of process, City Council will be provided forty-eight (48) hours to review prepared position letters prior to signature and submission; and WHEREAS, should two or more Councilmembers express a conflicting position or suggest substantive changes, that respective position letter will not advance as currently drafted, and instead will be agendized at a future City Council meeting for discussion and direction; and
WHEREAS, the 2025 State and Federal Legislative Platform serves as a critical document that will be conveyed to legislators and policymakers in both Sacramento and Washington, DC, in addition to the general public, and City Council has the authority to amend it at any given time.

City Council/RSA Agenda 366 Tuesday, May 13, 2025
Resolution No. 2025-XXX
2025 State and Federal Legislative Platform

Page 2 of 2 ends
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