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HomeMy WebLinkAbout2024.04.16 Agenda Packet - Regular MeetingCity Council Agenda Tuesday, April 16, 2024 6:30 PM South Coast Air Quality Management District/Main Auditorium 21865 Copley Drive, Diamond Bar, CA 91765 How to Observe the Meeting From Home: The public can observe the meeting by calling +1 (213) 929-4212, Access Code: 473-859-509 OR visit: https://attendee.gotowebinar.com/register/5232337681020470368. How to Submit Public Comment: The public may provide public comment by attending the meeting in person, by sending an email, or by logging into the teleconference. Please send email public comments to the City Clerk at cityclerk@DiamondBarCA.gov by 4:00 p.m. on the day of the meeting and indicate in the Subject Line “FOR PUBLIC COMMENT.” Written comments will be distributed to the Council Members, noted for the record at the meeting and posted on the City’s official agenda webpage as soon as reasonably practicable (found here: http://diamondbarca.iqm2.com/Citizens/Default.aspx). The public may log into the meeting through this link: https://attendee.gotowebinar.com/register/5232337681020470368. Members of the public will be called upon one at a time during the Public Comment portion of the agenda. Speakers are limited to five minutes per agenda item, unless the Mayor determines otherwise. American Disability Act Accommodations: Pursuant to the Executive Order, and in compliance with the Americans with Disabilities Act, if you need special assistance to participate in the Council Meeting, please contact the City Clerk’s Office (909) 839- 7010 within 72 hours of the meeting. City Council video recordings with transcription will be available upon request the day following the Council Meeting. APRIL 16, 2024 PAGE 2 ANDREW CHOU Council Member RUTH M. LOW Council Member STEVE TYE Council Member STAN LIU Mayor CHIA TENG Mayor Pro Tem City Manager Dan Fox • City Attorney Omar Sandoval • City Clerk Kristina Santana DIAMOND BAR CITY COUNCIL MEETING RULES Welcome to the meeting of the Diamond Bar City Council. Meetings are open to the public and are broadcast on Spectrum Cable Channel 3 and Frontier FiOS television Channel 47. You are invited to attend and participate. Copies of staff reports or other written documentation relating to agenda items are on file and available for public inspection by contacting the Office of the City Clerk. If requested, the agenda will be made available in an alternative format to a person with disability as required by Section 202 of the Americans with Disabilities Act of 1990. If you have questions regarding an agenda item, please contact the City Clerk at (909) 839-7010 during regular business hours. PUBLIC INPUT Members of the public may address the Council on any item of business on the agenda during the time the item is taken up by the Council. In addition, members of the public may, during the Public Comment period address the Council on any Consent Calendar item or any matter not on the agenda and within the Council’s subject matter jurisdiction. Any material to be submitted to the City Council at the meeting should be submitted through the City Clerk. Speakers are limited to five minutes per agenda item, unless the Mayor determines otherwise. The Mayor may adjust this time limit depending on the number of people wishing to speak, the complexity of the matter, the length of the agenda, the hour and any other relevant consideration. Speakers may address the Council only once on an agenda item, except during public hearings, when the applicant/appellant may be afforded a rebuttal. Public comments must be directed to the City Council. A person who disrupts the orderly conduct of the meeting after being warned by the Mayor or the Mayor’s designee that their behavior is disrupting the meeting, may result in the person being removed from the meeting. INFORMATION RELATING TO AGENDAS AND ACTIONS OF THE COUNCIL Agendas for regular City Council meetings are available 72 hours prior to the meeting and are posted in the City’s regular posting locations, on DBTV (on Spectrum Cable Channel 3 and Frontier FiOS television Channel 47) and on the City’s website at www.diamondbarca.gov/agendas. The City Council may take action on any item listed on the agenda. HELPFUL PHONE NUMBERS Copies of agendas, rules of the Council, Video of meetings: (909) 839-7010 Computer access to agendas: www.diamondbarca.gov/agendas General information: (909) 839-7000 Written materials distributed to the City Council within 72 hours of the City Council meeting are available for public inspection immediately upon distribution in the City Clerk’s Office at 21810 Copley Dr., Diamond Bar, California, during normal business hours. THIS MEETING IS BEING VIDEO RECORDED AND BY PARTICIPATING VIA TELECONFERENCE, YOU ARE GIVING YOUR PERMISSION TO BE TELEVISED. THIS MEETING WILL BE RE-BROADCAST EVERY SATURDAY AND SUNDAY AT 9:00 A.M. AND ALTERNATE TUESDAYS AT 8:00 P.M. AND IS ALSO AVAILABLE FOR LIVE VIEWING AT HTTPS://ATTENDEE.GOTOWEBINAR.COM/REGISTER/5232337681020470368 AND ARCHIVED VIEWING ON THE CITY’S WEB SITE AT WWW.DIAMONDBARCA.GOV. CITY OF DIAMOND BAR CITY COUNCIL AGENDA April 16, 2024 CALL TO ORDER: 6:30 p.m. PLEDGE OF ALLEGIANCE: Mayor INVOCATION: Kenton Tse, Children’s Ministry Director, Gateway Friends Church ROLL CALL: Chou, Low, Tye, Mayor Pro Tem Teng, Mayor Liu APPROVAL OF AGENDA: Mayor 1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: 1.1 Proclamation Declaring May 2024 as Water Awareness Month. 1.2 Special Recognition to the Beydler Family. 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: 3. PUBLIC COMMENTS: “Public Comments” is the time reserved on each regular meeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or other matters of interest not on the agenda that are within the subject matter jurisdiction of the Council. Although the City Council values your comments, pursuant to the Brown Act, members of the City Council or Staff may briefly respond to public comments if necessary, but no extended APRIL 16, 2024 PAGE 2 discussion and no action on such matters may take place. There is a five -minute maximum time limit when addressing the City Council. 4. SCHEDULE OF FUTURE EVENTS: 4.1 Arbor Day Tree Planting Ceremony – April 17, 2024, 9:00 – 10:00 a.m., Larkstone Park, 20668 Larkstone Dr. 4.2 Free Catalytic Converter Etching – April 17, 2024, 9:00 – 11:00 a.m., Calvary Chapel Golden Springs, 22324 Golden Springs Dr. 4.3 Earth Day Celebration – April 20, 2024, 9:00 a.m. – 2:00 p.m., AQMD Parking Lot, 21865 Copley Dr. 4.4 Planning Commission Meeting – April 23, 2024 – cancelled. 4.5 Public Safety Seminar – April 24, 2024, 6:00 – 7:30 p.m., South Pointe Middle School, 20671 Larkstone Dr. 4.6 City Council Meeting – May 7, 2024, 6:30 p.m., online teleconference and SCAQMD Main Auditorium, 21865 Copley Dr. 5. CONSENT CALENDAR: All items listed on the Consent Calendar are considered by the City Council to be routine and will be acted on by a single motion unless a Council Member or member of the public request otherwise, in which case, the item will be removed for separate consideration. 5.1 CITY COUNCIL MINUTES OF THE APRIL 2, 2024 REGULAR MEETING. 5.1.a April 2, 2024 City Council Regular Meeting Minutes Recommended Action: Approve the April 2, 2024 Regular City Council meeting minutes . Requested by: City Clerk 5.2 RATIFICATION OF CHECK REGISTER DATED MARCH 27, 2024 THROUGH APRIL 9, 2024 TOTALING $1,101,148.97. Recommended Action: Ratify the Check Register. Requested by: Finance Department 5.3 TREASURER'S STATEMENT. Recommended Action: APRIL 16, 2024 PAGE 3 Approve the March 2024 Treasurer’s Statement. Requested by: Finance Department 5.4 CALIFORNIA ENVIRONMENTAL QUALITY ACT VEHICLE MILES TRAVELED SIGNIFICANCE THRESHOLDS UPDATE. Recommended Action: Adopt Resolution No. 2024-12 adopting the updates to the CEQA VMT significance thresholds. Requested by: Community Development Department 5.5 CONTINUED PARTICIPATION IN THE LOS ANGELES URBAN COUNTY PERMANENT LOCAL HOUSING ALLOCATION ("PLHA") PROGRAM. Recommended Action: A. Adopt Resolution No. 2024-13 approving the City's participation in Year 4 of the Los Angeles Urban County PLHA Program; identifying proposed activities for the expenditure of $145,682 in PLHA funding; and authorizing the City Manager to sign a reimbursable contract with the Los Angeles County Development Authority ("LACDA"); and B. Determine that the proposed action does not constitute a project and is therefore exempt from the California Environmental Quality Act (“CEQA”). Requested by: Community Development Department 5.6 ARBOR DAY PROCLAMATION. Recommended Action: Adopt a Proclamation declaring April 26, 2024 as Arbor Day. Requested by: City Manager 6. PUBLIC HEARINGS: NONE. 7. COUNCIL CONSIDERATION: 7.1 HERITAGE PARK AND COMMUNITY CENTER RENOVATION PROJECT DESIGN CONCEPTS AND 1ST AMENDMENT TO CONSULTANT SERVICES AGREEMENT (CIP# FP24502). Recommended Action: A. Receive presentation on the design options and provide direction to staff; APRIL 16, 2024 PAGE 4 B. Approve and authorize the City Manager to sign the First Amendment to the Consulting Services Agreement with Black O'Dowd and Associates, Inc. for design services; and C. Determine that the approval of the amendment to the design services agreement for the proposed Project is not subject to environmental review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Article 18 Section 15262. Requested by: Public Works Department 8. COUNCIL SUB-COMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: 9. ADJOURNMENT: Agenda #: 5.1 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CITY COUNCIL MINUTES OF THE APRIL 2, 2024 REGULAR MEETING. STRATEGIC GOAL: Open, Engaged & Responsive Government RECOMMENDATION: Approve the April 2, 2024 Regular City Council meeting minutes. FINANCIAL IMPACT: None. BACKGROUND/DISCUSSION: Minutes have been prepared and are being presented for approval. PREPARED BY: REVIEWED BY: 5.1 Packet Pg. 7 Attachments: 1. 5.1.a April 2, 2024 City Council Regular Meeting Minutes 5.1 Packet Pg. 8 CITY OF DIAMOND BAR MINUTES OF THE CITY COUNCIL REGULAR MEETING SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT/MAIN AUDITORIUM 21865 COPLEY DRIVE, DIAMOND BAR, CA 91765 APRIL 2, 2024 CALL TO ORDER: Mayor Liu called the Regular City Council meeting to order at 6:30 p.m. in the South Coast Air Quality Management District Main Auditorium, 21865 Copley Drive, Diamond Bar, CA 91765. PLEDGE OF ALLEGIANCE: Council Member Low led the Pledge of Allegiance. INVOCATION: Deacon Alfred Guerrero, St. Denis Catholic Church, provided the invocation. ROLL CALL: Council Members Ruth Low and Mayor Pro Tem Chia Yu Teng, and Mayor Stan Liu Absent: Council Members Andrew Chou and Steve Tye Staff present in person: Dan Fox, City Manager; Ryan McLean, Assistant City Manager; Omar Sandoval, City Attorney; David Liu, Public Works Director; Cecilia Arellano, Senior Community Relations Coordinator; Joan Cruz, Administrative Coordinator; Kristina Santana, City Clerk Staff present telephonically: Ken Desforges, Information Systems Director; Amy Haug, Human Resources and Risk Manager; Greg Gubman, Community Development Director; Nicholas Delgado, Management Analyst; Hal Ghafari, Public Works Manager/Assistant City Engineer Others present: Aaron Scheller, Deputy, Diamond Bar/Walnut Sheriff’s Station; Daniel Dail, Lieutenant, Diamond Bar/Walnut Sheriff’s Station; Leticia Pacillas, LACFD Community Services Liaison (telephonically) APPROVAL OF AGENDA: Mayor Liu approved the agenda as presented. 1. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: NONE 2. CITY MANAGER REPORTS AND RECOMMENDATIONS: 3. PUBLIC COMMENTS: Cynthia Yu, Diamond Bar Library, spoke about the launch of the new overarching relearning service model Smart Start at all 85 community library locations, the April 8th solar eclipse, and implementation of touch screen multi-functional kiosks at the Diamond Bar Library. For additional information on these and other programs and services including 24-hour online services, visit the library website at www.lacountylibrary.org. 5.1.a Packet Pg. 9 APRIL 2, 2024 PAGE 2 CITY COUNCIL CC/Santana reported that no Public Comment emails were submitted and that there were no online callers requesting to speak under Public Comments. 4. SCHEDULE OF FUTURE EVENTS: CM/Fox presented the Schedule of Future Events. 5. CONSENT CALENDAR: C/Low moved, MPT/Teng seconded, to approve the Consent Calendar as presented. Motion carried 3-0 by the following Roll Call vote: AYES: COUNCIL MEMBERS: Low, MPT/Teng, M/Liu NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: Chou, Tye 5.1 APPROVED CITY COUNCIL MINUTES: 5.1.1 MARCH 19, 2024 STUDY SESSION 5.1.2 MARCH 19, 2024 REGULAR MEETING 5.2 RATIFIED CHECK REGISTER DATED MARCH 13, 2024 THROUGH MARCH 26, 2024 TOTALING $473,813.81. 5.3 APPROVED CITY COUNCIL RECOGNITION POLICY 2019-02 REVISIONS. 5.4 AWARDED CONSTRUCTION AGREEMENT TO ONYX PAVING COMPANY, INC. FOR THE AREA 3 RESIDENTIAL & COLLECTOR STREETS REHABILITATION AND ARTERIAL STREET REHABILITATION (GOLDEN SPRINGS DRIVE FROM GRAND AVENUE TO AVENIDA RANCHEROS, GRAND AVENUE FROM DIAMOND BAR BOULEVARD TO EAST CITY LIMITS, AND STREETS WITHIN THE GATEWAY CORPORATE CENTER) PROJECT NOS. S124101 & S124103, THE GRAND AVENUE AT DIAMOND BAR BOULEVARD DRAINAGE IMPROVEMENTS (PROJECT NO. PW23402) AND THE COLD SPRING LANE GROUNDWATER DRAINAGE IMPROVEMENTS (PROJECT NO. S124101) AS FOLLOWS: A. DETERMINED THAT APPROVING THE CONSTRUCTION AGREEMENT FOR THE PROPOSED PROJECT IS EXEMPT FROM THE CALIFORNIA ENVIRONMENTAL QUALITY ACT PURSUANT TO SECTION 15301(c) OF THE CEQA GUIDELINES; B. APPROPRIATED A TOTAL OF $644,121 IN ADDITIONAL FUNDING FROM THE FOLLOWING FUNDS - $452,100 PROP C FUND 207, $50,000 PROP A FUND 206, AND $142,021 MEASURE W FUND 201, TO FUND THE PROJECT’S CONTINGENCY; 5.1.a Packet Pg. 10 APRIL 2, 2024 PAGE 3 CITY COUNCIL C. APPROVED THE PROPOSED ADJUSTMENTS TO THE CIP BUDGET AND ESTABLISHED A PROJECT PAYMENT ACCOUNT CONTAINING SUFFICIENT FUNDS FROM THE CURRENT FISCAL YEAR BUDGET; AND, D. APPROVED AND AUTHORIZED THE CITY MANAGER TO SIGN A CONSTRUCTION AGREEMENT WITH ONYX PAVING COMPANY, INC. IN THE AMOUNT OF $9,369,000 PLUS A CONTINGENCY AMOUNT OF $936,900, FOR CONTRACT CHANGE ORDERS TO BE APPROVED BY THE CITY MANAGER, FOR A TOTAL AUTHORIZATION AMOUNT OF $10,305,900. 5.5 LANDSCAPE ASSESSMENT DISTRICT NOS 38, 39 -2022 AND 41-2021 FOR FISCAL YEAR 2024-2025. A ADOPTED RESOLUTION NO. 2024-09 ORDERING THE CITY ENGINEER TO PREPARE AND TO FILE AN ENGINEER’S REPORT RELATED TO MAINTENANCE IMPROVEMENTS IN LANDSCAPING ASSESSMENT DISTRICT NO. 38 AND ANY ASSESSMENT THEREON FOR FISCAL YEAR 2024/25; B. ADOPTED RESOLUTION NO. 2024-10 ORDERING THE CITY ENGINEER TO PREPARE AND TO FILE AN ENGINEER’S REPORT RELATED TO MAINTENANCE OF IMPROVMENTS IN THE LANDSCAPING ASSESSMENT DISTRICT NO. 39, 2021 AND ANY ASSESSMENT THEREON FOR FISCAL YEAR 2024/25; C. ADOPTED RESOLUTION NO. 2024-11 ORDERING THE CITY ENGINEER TO PREPARE AND TO FILE AN ENGINEER’S REPORT RELATED TO MAINTENANCE OF IMPROVEMENTS IN THE LANDSCAPING ASSESSMENT DISTRICT NO. 41-2021 AND ANY ASSESSMENT THEREON FOR FISCAL YEAR 2024/25; AND, D. APPROVED AND AUTHORIZED THE CITY MANAGER TO EXECUTE THE FOURTH AMENDMENT TO THE CONSULTANT SERVICES AGREEMENT WITH SCI CONSULTING TO PROVIDE SPECIAL ANNUAL ASSESSMENT ENGINEERING SERVICES THROUGH JUNE 30, 2025. 6. PUBLIC HEARINGS: NONE 7. COUNCIL CONSIDERATION: 7.1 PRESENTATION OF 2023 PUBLIC SAFETY ANNUAL REPORT. ACM/McLean presented an update on the 2023 Public Safety Annual Report. 5.1.a Packet Pg. 11 APRIL 2, 2024 PAGE 4 CITY COUNCIL Upon conclusion of the presentation, M/Liu called for public comments. No Public Comments were offered. ACM/McLean, Lt. Dail and Deputy Scheller responded to Council questions and comments. C/Low moved, MPT/Teng seconded, to receive the 2023 Public Safety Annual Report. Motion carried by the following Roll Call vote: AYES: COUNCIL MEMBERS: Low, MPT/Teng, M/Liu NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: Chou, Tye 8. COUNCIL SUBCOMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS: C/Low spoke about her attendance at the LA County Library Commission meeting, the May 19th Friends of the Library Fundraiser Brushes ‘n Vino Paint Party at Heritage Park, her attendance at the Senator Bob Archuleta’s 2024 Woman of Achievement Award presentation, her attendance at the Capital Projects Committee meeting of the San Gabriel Council of Governments for which she provided photos of the SR57/60 Confluence Project progress, and provided photos and an opening date of April 20 th for the Diamond Bar Golf Course. MPT/Teng attended the 2024 San Gabriel Valley Economic Forec ast Summit. He congratulated Diamond Bar on its 35th Anniversary of cityhood and hoped everyone would join in the celebration. M/Liu thanked staff for the presentations and law enforcement and first responders for keeping the City safe, thanked Cynthia Yu for showing him the new self-checkout kiosks, attended the Sanitation District meeting last week, and attended the Cal Cities Policy Committee meeting as a member of the Public Safety Committee the LA Chapter of the Public Safety Task Force. He was very happy to be in the company of families and kids celebrating Easter and hoped to see everyone at the City’s 35th Birthday Party this Saturday. ADJOURNMENT: With no further business to conduct, M/Liu adjourned the Regular City Council Meeting at 7:35 p.m. 5.1.a Packet Pg. 12 APRIL 2, 2024 PAGE 5 CITY COUNCIL Respectfully Submitted, ________________________________ Kristina Santana, City Clerk The foregoing minutes are hereby approved this 16th day of April, 2024. ___________________________ Stan Liu, Mayor 5.1.a Packet Pg. 13 Agenda #: 5.2 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: RATIFICATION OF CHECK REGISTER DATED MARCH 27, 2024 THROUGH APRIL 9, 2024 TOTALING $1,101,148.97. STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Ratify the Check Register. FINANCIAL IMPACT: Expenditure of $1,101,148.97. BACKGROUND/DISCUSSION: The City has established the policy of issuing accounts payable checks on a weekly basis with City Council ratification at the next scheduled City Council Meeting. The attached check register containing checks dated March 27, 2024 through April 9, 2024 totaling $1,101,148.97 is being presented for ratification. All payments have been made in compliance with the City’s purchasing policies and procedures, and have been reviewed and approved by the appropriate departmental staff . The attached Affidavit affirms that the check register has been audited and deemed accurate by the Finance Director. PREPARED BY: 5.2 Packet Pg. 14 REVIEWED BY: Attachments: 1. 5.2.a Check Register Affidavit 4-16-2024 2. 5.2.b Check Register 4-16-2024 5.2 Packet Pg. 15 CITY OF DIAMOND BAR CHECK REGISTER AFFIDAVIT The attached listings of demands, invoices, and claims in the form of a check register including checks dated March 27, 2024 through April 9, 2024 has been audited and is certified as accurate. Payments have been allowed from the following funds in these amounts: Signed: __________________________________ Finance Director Jason M. Jacobsen 5.2.a Packet Pg. 16 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11559 3/27/2024 SOUTHERN CALIFORNIA EDISON 22745 SUNSET CROSSING (021324- 031324) FY23-24 238638 52210 $15.57 CHECK TOTAL $15.57 11560 3/27/2024 SOUTHERN CALIFORNIA EDISON 2025 DIAMOND BAR BLVD (021324- 031324) FY23-24 238638 52210 $15.31 CHECK TOTAL $15.31 11561 3/27/2024 SOUTHERN CALIFORNIA EDISON 3564 BREA CYN RD (021324-031324) FY23-24 238638 52210 $15.31 CHECK TOTAL $15.31 11562 3/27/2024 SOUTHERN CALIFORNIA EDISON 2746 BREA CANYON RD (021324- 031324) FY23-24 238638 52210 $15.31 CHECK TOTAL $15.31 11563 3/27/2024 SOUTHERN CALIFORNIA EDISON CITYHALL (021324-031324) FY23-24 100620 52210 $12,836.97 CHECK TOTAL $12,836.97 11564 3/28/2024 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 809 S DBB - TC-1 100655 52210 $90.73 CHECK TOTAL $90.73 11565 3/28/2024 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 1798 DBB/22566 GLDN SPRGS - TC-1 100655 52210 $207.50 CHECK TOTAL $207.50 11566 3/28/2024 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 553 N DBB, ETC. - TC-1 100655 52210 $1,150.45 CHECK TOTAL $1,150.45 11568 4/2/2024 SOUTHERN CALIFORNIA EDISON 652 S BREA CANYON RD (022124- 032024) FY23-24 238638 52210 $15.11 CHECK TOTAL $15.11 11569 4/2/2024 SOUTHERN CALIFORNIA EDISON 3334 1/2 BREA CANYON RD (022224- 032124) FY23-24 100630 52210 $84.78 CHECK TOTAL $84.78 11570 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 238 21118 $4.81 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 239 21118 $4.81 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 241 21118 $4.81 5.2.b Packet Pg. 17 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 207 21118 $18.94 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 250 21118 $34.52 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 206 21118 $75.31 3/29/2024 TASC FLEX SPENDING MEDICAL/CHILDCARE 03/29/2024 100 21118 $1,823.08 CHECK TOTAL $1,966.28 11571 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 225 21109 $5.62 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 201 21109 $121.47 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 239 21109 $141.34 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 241 21109 $141.34 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 206 21109 $193.57 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 250 21109 $210.71 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 207 21109 $254.73 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 238 21109 $282.68 3/29/2024 VANTAGEPOINT TRNSFR AGNTS- 303248 DEFERRED COMP CONTRIBUTIONS/LOAN PYMTS 03/29/2024 100 21109 $13,093.29 CHECK TOTAL $14,444.75 11572 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 225 21110 $57.47 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 204 21110 $73.71 5.2.b Packet Pg. 18 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 203 21110 $73.72 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 239 21110 $149.13 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 241 21110 $149.13 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 238 21110 $228.97 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 201 21110 $434.70 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 207 21110 $726.42 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 206 21110 $922.67 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 250 21110 $1,910.63 3/29/2024 CALPERS PENSION CONTRIBUTION 3/09/24- 3/22/24 & 3/1-3/31/24 100 21110 $41,473.03 CHECK TOTAL $46,199.58 11573 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 3798 S BREA CYN RD. - LS-2 100655 52210 $68.18 CHECK TOTAL $68.18 11574 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - BREA CYN/OAKCREST - LS-2 100655 52210 $68.71 CHECK TOTAL $68.71 11575 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - BREA CYN/FALLOWFIELD - LS-2 100655 52210 $90.23 CHECK TOTAL $90.23 11576 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21615 GATEWAY CTR DR - LS-2 100655 52210 $90.90 CHECK TOTAL $90.90 11577 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 2201 DBB - LS-2 100655 52210 $90.90 CHECK TOTAL $90.90 11578 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1003 GOLDEN SPRINGS - LS-2 100655 52210 $119.61 CHECK TOTAL $119.61 11579 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1DBB/TEMPLE - LS-2 100655 52210 $129.54 5.2.b Packet Pg. 19 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $129.54 11580 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - VARIOUS LS-1 100655 52210 $919.88 CHECK TOTAL $919.88 11581 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 22805 GOLDEN SPRINGS - LS-2 100655 52210 $113.64 CHECK TOTAL $113.64 11582 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1025 BREA CYN TC1 - LS-2 100655 52210 $144.48 CHECK TOTAL $144.48 11583 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21325 PATHFINDER RD - LS-2 100655 52210 $248.84 CHECK TOTAL $248.84 11584 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21250 GOLDEN SPRINGS - LS-2 100655 52210 $90.90 CHECK TOTAL $90.90 11585 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1798 DBB/22566 GLDN SPRGS - LS-2 100655 52210 $203.87 CHECK TOTAL $203.87 11586 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 24230 GOLDEN SPRINGS - LS-2 100655 52210 $86.26 CHECK TOTAL $86.26 11587 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21010 WASHINGTON AVE - LS-2 100655 52210 $108.31 CHECK TOTAL $108.31 11588 4/3/2024 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 3201 S DBB - LS-2 100655 52210 $136.37 CHECK TOTAL $136.37 11595 4/9/2024 AIMTD LLC TRAFFIC COUNTS - DBB BETWEEN GOLDEN SPRGS/PALOMINO 100615 54400 $660.00 CHECK TOTAL $660.00 11596 4/9/2024 ALL CITY MANAGEMENT SERVICES INC CROSSING GUARD SERVICES - 3/3/24- 3/16/24 100310 55412 $13,106.04 CHECK TOTAL $13,106.04 11597 4/9/2024 AMERICOMP TONER & REPAIR LLC PRINTER MAINTENANCE - TRANSFER KIT 100230 51200 $546.41 5.2.b Packet Pg. 20 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $546.41 11598 4/9/2024 NAILA ASAD BARLAS STIPEND-PC MTG 2-13-24 100410 52525 $65.00 CHECK TOTAL $65.00 11599 4/9/2024 BRIAN MARTINEZ PHOTO SERVICES FOR ST. PATRICK'S SENIOR DANCE 100240 54900 $450.00 CHECK TOTAL $450.00 11600 4/9/2024 CHRISTINA COX LUCCA CITY BIRTHDAY 100520 52300 $3,853.75 CHECK TOTAL $3,853.75 11601 4/9/2024 CIVICPLUS LLC ANNUAL SUPPORT - CITY WEBSITE - 2024 100230 52314 $21,131.93 4/9/2024 CIVICPLUS LLC MUNICIPAL CODE 100140 54900 $431.25 CHECK TOTAL $21,563.18 11602 4/9/2024 CREATE & LEARN INC INSTRUCTOR PAYMENT - COMPUTER - WS24 100520 55320 $331.20 CHECK TOTAL $331.20 11603 4/9/2024 DANIEL ENGSTROM PERFORMANCE FOR CITY BIRTHDAY 100520 55300 $1,900.00 CHECK TOTAL $1,900.00 11604 4/9/2024 CAROL A DENNIS MINUTES TRANSCRIPTION FOR COUNCIL MEETING 100140 54900 $375.00 CHECK TOTAL $375.00 11605 4/9/2024 EPTURA INC ANNUAL SUPPORT - MANAGER PLUS (EPTURA) 2024 100230 52314 $10,090.10 CHECK TOTAL $10,090.10 11606 4/9/2024 EWING IRRIGATION PRODUCTS INC PARKS & FACILITIES MAINT 100630 52320 $53.83 CHECK TOTAL $53.83 11607 4/9/2024 FEHR & PEERS TRAFFIC STUDY REVIEW - TOWN CENTER 103410 54300 $725.29 4/9/2024 FEHR & PEERS ON-CALL TRAFFIC AND TRANS - JAN/FEB 2024 100615 54410 $4,961.59 CHECK TOTAL $5,686.88 11608 4/9/2024 FIDUCIARY EXPERTS LLC FIDUCIARY OVERSIGHT QUARTERLY FEES 100220 54900 $2,000.00 CHECK TOTAL $2,000.00 5.2.b Packet Pg. 21 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11609 4/9/2024 FOOTHILL BUILDING MATERIALS INC SANDBAGS 030624 (STATION#119 PATHFINDER) FY23-24 100350 51200 $557.90 CHECK TOTAL $557.90 11610 4/9/2024 FRESH CUT FOODS, LLC SENIOR DANCE CATERING 100520 55310 $2,119.20 CHECK TOTAL $2,119.20 11611 4/9/2024 GO LIVE TECHNOLOGY INC ELM PROJECT MGMT - MAR 2024 503230 56135 $5,937.50 CHECK TOTAL $5,937.50 11612 4/9/2024 GOTO COMMUNICATIONS INC CITYWIDE PHONE SYSTEM - APR 2024 100230 52200 $2,694.70 CHECK TOTAL $2,694.70 11613 4/9/2024 WOODS MAINTENANCE SERVICES INC GRAFFITI ABATEMENT - MARCH 2024 100430 55540 $3,075.00 CHECK TOTAL $3,075.00 11614 4/9/2024 GUARANTEED JANITORIAL SERVICE INC JANITORIAL SERVICES (SYCAMORE PARK) FY23-24 100630 55505 $768.00 CHECK TOTAL $768.00 11615 4/9/2024 H & L CHARTER CO INC SENIOR EXCURSION CHARTER SERVICE 206520 55310 $1,264.06 CHECK TOTAL $1,264.06 11616 4/9/2024 HEATHER JEN CHANG CONTRACT CLASS INSTRUCTOR- ART 100520 55320 $624.00 CHECK TOTAL $624.00 11617 4/9/2024 HOME DEPOT CREDIT SERVICES ROAD MAINTENANCE SUPPLIES FY23-24 100655 51250 $142.85 CHECK TOTAL $142.85 11618 4/9/2024 JAMES EVENT PRODUCTION INC ENTERTAINMENT SERVICES FOR CITY BIRTHDAY 100520 55300 $48,550.00 CHECK TOTAL $48,550.00 11619 4/9/2024 JOE A GONSALVES & SON INC STATE LOBBYIST- PROF. SERVICES IN APR 100130 54900 $2,500.00 CHECK TOTAL $2,500.00 11620 4/9/2024 K7 ENTERPRISES MEET THE MAYOR SIGNAGE 100240 52110 $97.59 4/9/2024 K7 ENTERPRISES HISTORY SIGNAGE FOR BDAY BOOTH 100240 52110 $757.28 4/9/2024 K7 ENTERPRISES DBC 20TH ANNIVERSARY SIGNAGE 100510 52110 $198.30 4/9/2024 K7 ENTERPRISES DBC 20TH ANNIVERSARY PHOTOS 100510 52110 $292.76 CHECK TOTAL $1,345.93 5.2.b Packet Pg. 22 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11621 4/9/2024 KIMLEY HORN AND ASSOCIATES INC ON-CALL TRAFFIC ENGR - THRU 1/31/24 100615 54410 $2,140.57 4/9/2024 KIMLEY HORN AND ASSOCIATES INC LAND DEV - 850 BREA CYN RD PROJECT - THRU 1/31/24 100 22109 $832.23 4/9/2024 KIMLEY HORN AND ASSOCIATES INC ON-CALL TRAFFIC ENGR - THRU 2/29/24 100615 54410 $2,277.66 4/9/2024 KIMLEY HORN AND ASSOCIATES INC LAND DEV - 850 BREA CYN RD 100 22109 $1,203.94 CHECK TOTAL $6,454.40 11622 4/9/2024 LA COUNTY ASSESSOR OFFICE SBF ABSTRACT - FEB 2024 100230 52314 $150.00 CHECK TOTAL $150.00 11623 4/9/2024 LANCE SOLL & LUNGHARD LLP PROF. SVCS - SCW PROGRAM AUDIT 201210 54010 $12,000.00 CHECK TOTAL $12,000.00 11624 4/9/2024 LANDS' END INC RECREATION STAFF JACKETS 100520 51200 $2,380.79 CHECK TOTAL $2,380.79 11625 4/9/2024 LIEBE SHERI-LYN CONTRACT CLASS INSTRUCTOR -DANCE 100520 55320 $510.00 CHECK TOTAL $510.00 11626 4/9/2024 LIZA G MONTIEL SENIOR DANCE DJ 3.21.24 100520 55300 $350.00 CHECK TOTAL $350.00 11627 4/9/2024 LOS ANGELES COUNTY PUBLIC WORKS CS - INDUSTRIAL SERVICES - FEB 2024 100610 55550 $7,163.37 CHECK TOTAL $7,163.37 11628 4/9/2024 LOS ANGELES COUNTY SHERIFF'S DEPT FY2023-24 GEN LAW ENF. SERVICES - JAN 2024 100310 55400 $627,720.11 4/9/2024 LOS ANGELES COUNTY SHERIFF'S DEPT FY2023-24 LAW ENFORCEMENT SERVICES 100310 55402 $11,052.33 CHECK TOTAL $638,772.44 11629 4/9/2024 MAHENDRA GARG STIPEND-PC MTG 2-13-24 100410 52525 $65.00 CHECK TOTAL $65.00 11630 4/9/2024 MAJESTIC MARKETING REUSABLE TOTES FOR CITY'S 35TH BDAY 100240 51400 $4,452.07 4/9/2024 MAJESTIC MARKETING REUSABLE TOTES FOR CITY'S 35TH BDAY 250170 51400 $5,337.46 4/9/2024 MAJESTIC MARKETING REUSABLE TOTES FOR CITY'S 35TH BDAY 100520 51200 $6,793.13 5.2.b Packet Pg. 23 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $16,582.66 11631 4/9/2024 METROLINK METROLINK PASSES - APRIL 2024 206650 55610 $1,151.50 4/9/2024 METROLINK METROLINK PASSES - APRIL 2024 206650 55620 $4,606.00 CHECK TOTAL $5,757.50 11632 4/9/2024 MICHAEL BAKER INTERNATIONAL INC CANYON LOOP TRAIL -HMMP PROJECT MANAGER-FEB 24 301630 56104 $1,012.84 CHECK TOTAL $1,012.84 11633 4/9/2024 MOBILE RELAY ASSOCIATES INC REPEATER SERVICES FOR EMERGENCY PREPAREDNESS IN APR 100350 52300 $78.75 CHECK TOTAL $78.75 11634 4/9/2024 NOODOE INC CONTRACT WITHHOLDING: 32000296 301 29004 $2,250.00 CHECK TOTAL $2,250.00 11635 4/9/2024 OCCUPATIONAL HEALTH CENTERS OF CALIFORNIA PRE-EMPLOYMENT PHYSICAL FEES 100220 52510 $353.00 CHECK TOTAL $353.00 11636 4/9/2024 ONE TIME PAY VENDOR ANAYSUYA VIJJESWARAPU FACILITIES REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11637 4/9/2024 ONE TIME PAY VENDOR ARJUN SUTARIA FACILITY DEPOSIT REFUND 100 20202 $727.47 CHECK TOTAL $727.47 11638 4/9/2024 ONE TIME PAY VENDOR BAPS FACILITIES REFUND 100 20202 $200.00 4/9/2024 ONE TIME PAY VENDOR BAPS FACILITY DEPOSIT REFUND 100 20202 $200.00 CHECK TOTAL $400.00 11639 4/9/2024 ONE TIME PAY VENDOR BRIAN CHU FACILITIES REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11640 4/9/2024 ONE TIME PAY VENDOR CECILIA CHEUNG FACILITIES REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11641 4/9/2024 ONE TIME PAY VENDOR CHERYL PENAIA FACILITIES REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11642 4/9/2024 ONE TIME PAY VENDOR FRANCINE LEE FACILITY REFUND 100 20202 $200.00 CHECK TOTAL $200.00 5.2.b Packet Pg. 24 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11643 4/9/2024 ONE TIME PAY VENDOR GARLAN LO FACILITIES REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11644 4/9/2024 ONE TIME PAY VENDOR GLOBAL ENERGY SERVICES INC. FACILITY DEPOSIT REFUND 100 20202 $1,000.00 CHECK TOTAL $1,000.00 11645 4/9/2024 ONE TIME PAY VENDOR JACQUELINE ALEXANDER FACILITIES REFUND 100 20202 $49.51 CHECK TOTAL $49.51 11646 4/9/2024 ONE TIME PAY VENDOR JESSICA WANG RECREATION PROGRAM REFUND 100 20202 $43.00 CHECK TOTAL $43.00 11647 4/9/2024 ONE TIME PAY VENDOR JOAN ARCA FACILITIES REFUND 100 20202 $1,122.23 CHECK TOTAL $1,122.23 11648 4/9/2024 ONE TIME PAY VENDOR KENNETH VAN HORN RECREATION PROGRAM REFUND 100 20202 $6.25 CHECK TOTAL $6.25 11649 4/9/2024 ONE TIME PAY VENDOR NATIONAL ALLIANCE OF TAIWAN WOMEN'S ASSOCIATIONS FACILITY DEPOSIT REFUND 100 20202 $200.00 CHECK TOTAL $200.00 11650 4/9/2024 ONE TIME PAY VENDOR PAULA DEMATTEO RECREATION PROGRAM REFUND 100 20202 $155.00 CHECK TOTAL $155.00 11651 4/9/2024 ONE TIME PAY VENDOR SANDRA MARTINEZ- GOOD FACILITY DEPOSIT REFUND 100 20202 $1,031.00 CHECK TOTAL $1,031.00 11652 4/9/2024 ONE TIME PAY VENDOR YANG XU RECREATION PROGRAM REFUND 100 20202 $86.00 CHECK TOTAL $86.00 11653 4/9/2024 ONE TIME PAY VENDOR RYAN WRIGHT REIMB-CPRS CONF 2/27-3/1/24 100520 52420 $107.42 CHECK TOTAL $107.42 11654 4/9/2024 RKA CONSULTING GROUP BUILDING AND SAFETY SERVICES - FEBRUARY 2024 100420 55100 $60,579.15 CHECK TOTAL $60,579.15 11655 4/9/2024 RUBEN TORRES STIPEND-PC MTG 2-13-24 100410 52525 $65.00 CHECK TOTAL $65.00 5.2.b Packet Pg. 25 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11656 4/9/2024 SIMPSON ADVERTISING INC SUMMER 2024 REC GUIDE (INCLUDES APRIL CITY NEWS) 100240 54900 $4,925.00 4/9/2024 SIMPSON ADVERTISING INC MEET THE MAYOR LOGO 100240 54900 $500.00 CHECK TOTAL $5,425.00 11657 4/9/2024 SPECTRUM BUSINESS SUMMARY BILL - CABLE TV/INTERNET - MAR 2024 100230 54030 $1,739.35 4/9/2024 SPECTRUM BUSINESS CABLE TV SERVICE/DBC - APR 2024 100230 54030 $141.58 CHECK TOTAL $1,880.93 11658 4/9/2024 TASC FSA FEES 100220 52515 $127.20 4/9/2024 TASC FSA FEES 100220 52515 $127.20 CHECK TOTAL $254.40 11659 4/9/2024 TENCO SOLAR INC CITYHALL ROOFTOP SOLAR EQUIP REMOVE&DISPOSE FY2324 301630 56104 $24,000.00 CHECK TOTAL $24,000.00 11660 4/9/2024 TENNIS ANYONE INC TENNIS INSTRUCTION 23-24 100520 55320 $7,419.34 CHECK TOTAL $7,419.34 11661 4/9/2024 THE SHERWIN-WILLIAMS CO ROAD MAINTENANCE SUPPLIES FY23-24 100655 51250 $43.09 CHECK TOTAL $43.09 11662 4/9/2024 TORTI GALLAS AND PARTNERS INC TOWN CENTER SPECIFIC PLAN - FEBRUARY 2024 103410 54900 $5,230.00 4/9/2024 TORTI GALLAS AND PARTNERS INC TOWN CENTER SPECIFIC PLAN - MARCH 2024 103410 54900 $20,121.25 CHECK TOTAL $25,351.25 11663 4/9/2024 TYLER TECHNOLOGIES INC ELM PROJECT - ON-SITE TRAINING - 11/28/23-12/1/23 503230 56135 $8,027.88 4/9/2024 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - 10/24/23 503230 56135 $1,600.00 4/9/2024 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - NOV 2023 503230 56135 $3,638.98 4/9/2024 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - DEC 2023 503230 56135 $4,800.00 4/9/2024 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - MAR 2024 503230 56135 $6,400.00 CHECK TOTAL $24,466.86 5.2.b Packet Pg. 26 City of Diamond Bar Check Register CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 11664 4/9/2024 UNDERGROUND SERVICE ALERT OF SO CA CA STATE FEE - US DIGALERT - APRIL 2024 100610 54900 $55.42 4/9/2024 UNDERGROUND SERVICE ALERT OF SO CA US DIGALERT - MONTHLY SERVICE - MAR 2024 100610 54900 $197.25 CHECK TOTAL $252.67 11665 4/9/2024 US BANK CALCARD STATEMENT - MARCH 2024 999 28100 $24,245.51 CHECK TOTAL $24,245.51 11666 4/9/2024 VERMONT SYSTEMS INC ASSISTANCE SERVICES - RECTRAC UPGRADE 100230 52314 $175.00 CHECK TOTAL $175.00 11667 4/9/2024 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (DBC) FY23-24 100510 51210 $337.70 4/9/2024 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (DBC) FY23-24 100510 51210 $589.83 4/9/2024 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (CITYHALL) FY23- 24 100620 51200 $1,698.12 4/9/2024 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (CITYHALL) FY23- 24 100620 51200 $408.13 CHECK TOTAL $3,033.78 11668 4/9/2024 WILLIAM AUSTIN RAWLINGS STIPEND-PC MTG 2-13-24 100410 52525 $65.00 CHECK TOTAL $65.00 11669 4/9/2024 YUNEX LLC TS MAINTENANCE - CALL OUTS - FEB 2024 207650 55536 $9,421.45 4/9/2024 YUNEX LLC TS REPAIR - GOLDEN SPRINGS/GRAND - 2/15/24 100655 55536 $380.00 4/9/2024 YUNEX LLC TS REPAIR - BALLENA/GOLDEN SPRINGS - 2/28/24 100655 55536 $4,053.11 CHECK TOTAL $13,854.56 GRAND TOTAL $1,101,148.97 5.2.b Packet Pg. 27 Agenda #: 5.3 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: TREASURER'S STATEMENT STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: Approve the March 2024 Treasurer’s Statement. FINANCIAL IMPACT: None. BACKGROUND/DISCUSSION: Consistent with City policy, the Finance Department presents the monthly Treasurer’s Statement to the City Council for review and approval. This statement shows the cash balances with a breakdown of various investment accounts and the yield to maturity from investments. This statement also includes an investment portfolio management report which details the activities of investments. All investments have been made in accordance with the City’s Investment Policy. PREPARED BY: REVIEWED BY: 5.3 Packet Pg. 28 Attachments: 1. 5.3.a Treasurer's Cash Report - March 2024 2. 5.3.b Treasurer's Certification & Portfolio Report - March 2024 5.3 Packet Pg. 29 CASH & INVESTMENT BALANCES Cash Funds General Account $1,917,601.84 Payroll Account $0.00 Change Fund - General Fund $600.00 Petty Cash Account $700.00 Cash With Fiscal Agent (US Bank 2021 Bonds)$1,538.15 Total Cash Funds $1,920,439.99 City & LAIF Invested Funds (Book Value): Local Agency Investment Fund $2,079,076.35 City-Managed Fixed-Income Securities (0-5 year maturity) $70,723,568.74 Total Investment Funds (Book Value)$72,802,645.09 Fiscal Year-To-Date Effective Rate of Return (City Funds & LAIF)3.76%(9 months) Fiscal YTD Interest Earnings (City Funds & LAIF)$1,987,764.24 (9 months) FY 2023-24 Budgeted Investment Earnings (City Funds & LAIF)$987,450.00 (12 months) Invested Funds With OPEB Trust (Managed by CalPERS/State Street) $781,762.21 Historical rate of return as of 9/30/2023 (since 2016, 7.25 yrs)1.51% OPEB Trust Fiscal Year-To-Date Unrealized Gain/(Loss)$48,325.76 (9 months) GRAND TOTAL - CASH & INVESTMENTS $75,504,847.29 CITY OF DIAMOND BAR - CITY TREASURER'S REPORT AS OF MARCH 31, 2024 5.3.a Packet Pg. 30 INVESTMENTS BOOK VALUE PERCENT OF PORTFOLIO TERM DAYS TO MATURITY YIELD TO MATURITY Federal Credit Union CD $12,661,000.00 17.39%1,357 979 4.168% Local Agency Investment Fund $2,079,076.35 2.86%1 1 4.232% Corporate Notes $457,140.05 0.63%1,638 1,177 5.000% Federal Agency Coupon Securities $11,767,671.93 16.16%1,249 715 4.284% Federal Agency Discount-Amortizing $2,197,192.30 3.02%239 176 5.018% Treasury Coupon Securities $11,976,100.18 16.45%1,116 425 2.665% Federal Agency Callable $8,499,325.73 11.67%1,633 584 2.447% Certificates of Deposit-Banks $3,713,000.00 5.10%1,583 557 2.076% Municipal Bonds $2,032,447.46 2.79%1,565 896 3.681% Money Market Fund $17,419,691.09 23.93%1 1 5.240% Total Investments and Averages $72,802,645.09 100.00%954 490 3.907% TOTAL INTEREST EARNED I certify that this report accurately reflects all City pooled investments Daniel Fox and is in conformity with the investment policy of the City of Diamond Bar City Treasurer approved by City Council and on file in the City Clerk's office. The investment program herein provides sufficient cash flow liquidity to meet the next six months estimated expenditures. $242,920.37 $1,987,764.24 CITY OF DIAMOND BAR INVESTMENT PORTFOLIO SUMMARY REPORT March 31, 2024 MONTH ENDING FISCAL YEAR-TO-DATE March 31, 2024 2023-2024 5.3.b Packet Pg. 31 City of Diamond Bar Portfolio Management March 31, 2024 City of Diamond Bar 21810 Copley Drive Diamond Bar, CA (909)839-7053 Portfolio Summary % of Portfolio Book ValueInvestmentsMarket Value Par Value Days to MaturityTerm YTM/C Federal Credit Union CD 12,661,000.00 1,35717.39 4.16897912,595,725.4612,661,000.00 Local Agency Investment Funds 2,079,076.35 12.86 4.23212,047,533.642,079,076.35 Corporate Notes 457,140.05 1,6380.63 5.0001,177457,140.05500,000.00 Federal Agency Coupon Securities 11,767,671.93 1,24916.16 4.28471511,788,522.9411,750,000.00 Federal Agency Disc. -Amortizing 2,197,192.30 2393.02 5.0181762,197,192.302,250,000.00 Treasury Coupon Securities 11,976,100.18 1,11616.45 2.66542511,766,293.3312,000,000.00 Federal Agency Callable 8,499,325.73 1,63311.67 2.4475848,141,581.008,500,000.00 Certificate of Deposit 3,713,000.00 1,5835.10 2.0765573,570,724.243,713,000.00 Municipal Bonds 2,032,447.46 1,5652.79 3.6818961,997,751.312,145,000.00 Money Market Fund 17,419,691.09 123.93 5.240117,419,691.0917,419,691.09 72,802,645.09 100.00%Investments 71,982,155.3673,017,767.44 954 490 3.907 Current Year March 31 242,920.37 Fiscal Year To Date 1,987,764.24 Average Daily Balance Effective Rate of Return 73,291,058.99 70,230,703.82 3.76%3.90% Total Earnings Month Ending __________________________________________________ ____________________ Jason M. Jacobsen, Finance Director Portfolio POOL AP Reporting period 03/01/2024-03/31/2024 Run Date: 04/11/2024 - 04:23 PM (PRF_PM1) 7.3.0 Report Ver. 7.3.6.1 04/11/2024 5.3.b Packet Pg. 32 Days to Maturity Page 1 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2024 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date Federal Credit Union CD 112Apple Bank For Savings10443 248,000.00 248,000.00 07/22/20243.20007/22/2022 248,000.00 73103784JTK0 3.200 112Baxter Credit Union10444 248,000.00 248,000.00 07/22/20243.15007/22/2022 248,000.00 73107181JAG9 3.150 116Utah Community Fed Cr Union10454 248,000.00 248,000.00 07/26/20243.15007/27/2022 248,000.00 730917352AA4 3.150 301A+ FEDERAL CU10528 249,000.00 249,000.00 01/27/20254.70001/27/2023 249,000.00 73100224TAL0 4.700 360CORP AMERICA FAMILY CU10649 248,000.00 248,000.00 03/27/20255.25003/27/2024 248,000.00 365219873AB2 5.250 413American Express Bank10419 246,000.00 246,000.00 05/19/20253.10005/18/2022 244,052.66 1,09702589ACS9 3.100 424US ALLIANCE FED CREDIT UNION10424 249,000.00 249,000.00 05/30/20253.10005/31/2022 246,987.08 1,09590352RCM5 3.100 455CALIFORNIA CREDIT UNION10621 243,000.00 243,000.00 06/30/20255.10012/28/2023 243,000.00 550130162BL3 5.100 462Sallie Mae Bank10461 248,000.00 248,000.00 07/07/20253.40007/06/2022 248,000.00 1,097795451BQ5 3.400 486GESA CREDIT UNION10570 248,000.00 248,000.00 07/31/20255.50007/31/2023 248,000.00 73137424PAG9 5.500 512Connexus CU10474 248,000.00 248,000.00 08/26/20253.50008/26/2022 248,000.00 1,09620825WBC3 3.500 532USF FCU10550 249,000.00 249,000.00 09/15/20255.05003/15/2023 249,000.00 91590353EBC6 5.050 543UNIVERSITY CREDIT UNION10492 249,000.00 249,000.00 09/26/20254.00009/26/2022 249,000.00 1,096914242AA0 4.000 561CHIEF FINANCIAL FCU10502 249,000.00 249,000.00 10/14/20254.60010/12/2022 249,000.00 1,09816863LAE5 4.600 571VERIDIAN CU10500 249,000.00 249,000.00 10/24/20254.50010/24/2022 249,000.00 1,09692348DAA7 4.500 666Community Commerce Bank10440 248,000.00 248,000.00 01/27/20263.05007/27/2022 248,000.00 1,28020367GBD0 3.050 666LIBERTY FIRST CU10530 249,000.00 249,000.00 01/27/20264.50001/27/2023 249,000.00 1,096530520AC9 4.500 667FIRST FARMERS BK & TRUST10648 249,000.00 249,000.00 01/28/20264.85003/28/2024 249,000.00 671320165LR2 4.850 672COCA-COLA FCU10529 249,000.00 249,000.00 02/02/20264.60001/31/2023 249,000.00 1,09819123RAA0 4.600 696GREENSTATE CREDIT UNION10255 248,000.00 248,000.00 02/26/20260.65002/26/2021 224,875.74 1,82639573LAV0 0.650 711MID CAROLINA CU10549 249,000.00 249,000.00 03/13/20264.85003/13/2023 249,000.00 1,09659524LAA4 4.850 721TECHNOLOGY CU10551 249,000.00 249,000.00 03/23/20265.00003/23/2023 249,000.00 1,09687868YAL7 5.000 725MVB BANK INC10646 249,000.00 249,000.00 03/27/20264.80003/27/2024 249,000.00 73062847NEL6 4.800 868PIMA FEDERAL CREDIT10575 248,000.00 248,000.00 08/17/20265.30008/17/2023 248,000.00 1,096722000AC0 5.300 903HEALTHCARE SYSTEMS FCU10496 249,000.00 249,000.00 09/21/20263.60009/21/2022 249,000.00 1,46142228LAH4 3.600 926VCC BANK10499 249,000.00 249,000.00 10/14/20264.25010/14/2022 249,000.00 1,46191823MBE4 4.250 973LAFAYETTE FCU10606 248,000.00 248,000.00 11/30/20265.25011/30/2023 248,000.00 1,09650625LBR3 5.250 989America's Credit Union10402 248,000.00 248,000.00 12/16/20261.35012/16/2021 227,139.23 1,82606251A3K4 1.350 1,002Medallion Bank10622 248,000.00 248,000.00 12/29/20264.50012/29/2023 248,000.00 1,09658404DUA7 4.500 1,036State Bank of India10410 248,000.00 248,000.00 02/01/20271.75001/31/2022 230,670.75 1,827856285E98 1.750 1,088SPOKANE TEACHERS CR UN10644 245,000.00 245,000.00 03/25/20274.75003/25/2024 245,000.00 1,095849061AF3 4.750 1,207Toyota Financial SGS Bank10442 248,000.00 248,000.00 07/22/20273.40007/22/2022 248,000.00 1,82689235MNT4 3.400 1,212Capital One Bank USA10453 248,000.00 248,000.00 07/27/20273.50007/27/2022 248,000.00 1,82614042THZ3 3.500 1,262LUMINATE BANK10487 249,000.00 249,000.00 09/15/20273.40009/15/2022 249,000.00 1,82655026MAE5 3.400 1,268AUSTIN TELCO FCU10495 249,000.00 249,000.00 09/21/20273.80009/21/2022 249,000.00 1,826052392BT3 3.800 1,277JEANNE D'ARC CREDIT UNION10491 249,000.00 249,000.00 09/30/20273.80009/30/2022 249,000.00 1,826472207AE9 3.800 1,277BANK OF THE VALLEY NE10494 249,000.00 249,000.00 09/30/20274.10009/30/2022 249,000.00 1,82606543PDA0 4.100 Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 Report Ver. 7.3.6.1 5.3.b Packet Pg. 33 Days to Maturity Page 2 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2024 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date Federal Credit Union CD 1,400Hickam10639249,000.00 249,000.00 01/31/20284.15001/31/2024 249,000.00 1,46142869GAB2 4.150 1,437Alaska USA FCU10547 249,000.00 249,000.00 03/08/20284.60003/08/2023 249,000.00 1,827011852AE0 4.600 1,577TTCU FED CU10564 248,000.00 248,000.00 07/26/20285.00007/26/2023 248,000.00 1,82789854LAD5 5.000 1,610LINCOLN PARK COMMUNITY BANK10571 248,000.00 248,000.00 08/28/20285.00008/28/2023 248,000.00 1,827534574AC2 5.000 1,621PINAL COUNTY FED CU10578 248,000.00 248,000.00 09/08/20285.70009/08/2023 248,000.00 1,82772221MAA1 5.700 1,666Empower FED Credit Union10596 248,000.00 248,000.00 10/23/20285.10010/23/2023 248,000.00 1,827291916AG9 5.100 1,673UTAH FIRST CD10589 248,000.00 248,000.00 10/30/20285.10010/30/2023 248,000.00 1,82791739JAD7 5.100 1,673WORKERS FCU10590 248,000.00 248,000.00 10/30/20285.20010/30/2023 248,000.00 1,82798138MCA6 5.200 1,696TRUSTSTAR BANK10604 248,000.00 248,000.00 11/22/20284.75011/22/2023 248,000.00 1,82789839KAD7 4.750 1,704ROCKLAND FCU10607 248,000.00 248,000.00 11/30/20285.00011/30/2023 248,000.00 1,82777357DAB4 5.000 1,731Wells Fargo10617 248,000.00 248,000.00 12/27/20284.10012/27/2023 248,000.00 1,827949764JY1 4.100 1,753City Federal Credit Union10625 249,000.00 249,000.00 01/18/20294.00001/18/2024 249,000.00 1,82717783PAK7 4.000 1,802NICOLET NATIONAL BANK10643 249,000.00 249,000.00 03/08/20294.25003/08/2024 249,000.00 1,826654062LP1 4.250 1,807Univest Bank & Trust Co.10651 249,000.00 249,000.00 03/13/20294.25003/13/2024 249,000.00 1,82691527PCF2 4.250 12,661,000.00 1,35712,595,725.4612,661,000.0011,636,967.74Subtotal and Average 979 4.168 Local Agency Investment Funds 1Local Agency Investment Fund10028 2,079,076.35 2,079,076.35 4.2322,047,533.64 1LAIF 4.232 2,079,076.35 12,047,533.642,079,076.352,046,818.29Subtotal and Average 1 4.232 Corporate Notes 1,177Bank of America Corp.10515 500,000.00 457,140.05 06/22/20272.00012/27/2022 457,140.05 1,63806048WR36 5.000 457,140.05 1,638457,140.05500,000.00456,622.03Subtotal and Average 1,177 5.000 Federal Agency Coupon Securities 2Federal Farm Credit Bank10624 500,000.00 499,884.71 04/03/20241.20012/21/2023 499,884.71 1043133ENMZ0 5.400 88Federal Home Loan Bank10460 1,000,000.00 999,185.14 06/28/20242.75007/08/2022 999,185.14 7213130ASDS5 3.099 165Federal Home Loan Bank10483 750,000.00 748,067.28 09/13/20243.50009/22/2022 748,067.28 7223130AT6G7 4.100 165Federal Home Loan Bank10533 750,000.00 749,410.04 09/13/20244.87502/22/2023 749,410.04 5693130ATVD6 5.058 326Federal Farm Credit Bank10543 500,000.00 499,206.76 02/21/20254.75003/01/2023 499,206.76 7233133EPBH7 4.939 445Federal Farm Credit Bank10458 500,000.00 501,146.62 06/20/20253.37507/11/2022 501,146.62 1,0753133ENZG8 3.176 711Federal Home Loan Bank10537 500,000.00 497,796.00 03/13/20264.37502/27/2023 497,796.00 1,110313373B68 4.619 802Federal Home Loan Bank10447 1,000,000.00 1,004,788.82 06/12/20263.37507/18/2022 1,004,788.82 1,4253130ASJ59 3.141 837Federal Farm Credit Bank10572 1,000,000.00 999,224.41 07/17/20264.62508/02/2023 999,224.41 1,0803133EPQC2 4.661 1,165INTER-AMERICAN DEV. BANK10498 500,000.00 491,969.79 06/10/20272.98009/13/2022 491,969.79 1,73145818WED4 3.902 1,166Federal Home Loan Bank10432 1,000,000.00 999,416.99 06/11/20273.50006/16/2022 1,020,268.00 1,8213130ASGU7 3.520 Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 5.3.b Packet Pg. 34 Days to Maturity Page 3 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2024 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date Federal Agency Coupon Securities 211Federal Home Loan Bank10588 1,000,000.00 1,000,000.00 10/29/20275.60010/30/2023 1,000,000.00 1,4603130AXMQ8 5.600 1,339Federal Farm Credit Bank10545 1,000,000.00 995,376.14 12/01/20274.12503/01/2023 995,376.14 1,7363133EPCG8 4.267 1,530Federal Home Loan Bank10563 500,000.00 503,722.82 06/09/20284.37507/21/2023 503,722.82 1,7853130AWMN7 4.177 1,642CITIBANK10631750,000.00 778,476.41 09/29/20285.80301/30/2024 778,476.41 1,70417325FBB3 4.847 725Federal Home Loan Bank10645 500,000.00 500,000.00 03/27/20294.85003/27/2024 500,000.00 1,8263130B0N70 4.850 11,767,671.93 1,24911,788,522.9411,750,000.0011,347,315.10Subtotal and Average 715 4.284 Federal Agency Disc. -Amortizing 123Federal Home Loan Bank10626 750,000.00 737,264.38 08/02/20244.97001/29/2024 737,264.38 186313384A58 5.169 189Federal Home Loan Bank10627 750,000.00 731,198.44 10/07/20244.77501/29/2024 731,198.44 252313384J75 4.975 217Federal Home Loan Bank10628 750,000.00 728,729.48 11/04/20244.70501/29/2024 728,729.48 280313384N39 4.910 2,197,192.30 2392,197,192.302,250,000.002,547,258.12Subtotal and Average 176 5.018 Treasury Coupon Securities 44U.S. Treasury10417 2,000,000.00 1,999,487.35 05/15/20242.50004/25/2022 1,983,672.00 751912828WJ5 2.720 90U.S. Treasury10435 1,000,000.00 996,517.32 06/30/20241.75006/14/2022 976,875.00 7479128286Z8 3.222 121U.S. Treasury10434 1,000,000.00 996,865.04 07/31/20241.75006/08/2022 975,742.00 784912828Y87 2.730 348U.S. Treasury10415 3,000,000.00 2,985,170.45 03/15/20251.75003/22/2022 2,903,439.00 1,08991282CED9 2.290 440U.S. Treasury10459 1,000,000.00 997,981.71 06/15/20252.87507/08/2022 997,981.71 1,07391282CEU1 3.051 547U.S. Treasury10456 1,000,000.00 997,748.91 09/30/20253.00007/11/2022 997,748.91 1,1779128285C0 3.158 578U.S. Treasury10445 1,000,000.00 998,120.06 10/31/20253.00007/18/2022 998,120.06 1,2019128285J5 3.125 1,004U.S. Treasury10403 1,000,000.00 997,158.69 12/31/20261.25001/04/2022 925,664.00 1,82291282CDQ1 1.357 1,185U.S. Treasury10436 1,000,000.00 1,007,050.65 06/30/20273.25007/14/2022 1,007,050.65 1,81291282CEW7 3.014 11,976,100.18 1,11611,766,293.3312,000,000.0011,974,184.61Subtotal and Average 425 2.665 Federal Agency Callable 88Federal Home Loan Mtg Corp10433 750,000.00 749,610.31 06/28/20243.12506/28/2022 749,124.00 7313134GXYM0 3.349 25Federal Home Loan Mtg Corp10527 500,000.00 500,000.00 07/26/20245.02001/26/2023 500,000.00 5473134GYE57 5.020 378Federal Farm Credit Bank10259 500,000.00 500,000.00 04/14/20250.69004/14/2021 468,659.00 1,4613133EMVS8 0.690 53Federal Home Loan Bank10254 500,000.00 499,715.42 02/24/20260.62502/24/2021 460,993.50 1,8263130AL7M0 0.668 701Federal Farm Credit Bank10258 500,000.00 500,000.00 03/03/20260.79003/03/2021 463,515.50 1,8263133EMSH6 0.790 1,015Federal Farm Credit Bank10397 1,000,000.00 1,000,000.00 01/11/20271.47001/11/2022 933,642.00 1,8263133ENKG4 1.470 1,030Federal Farm Credit Bank10405 1,500,000.00 1,500,000.00 01/26/20271.84001/26/2022 1,417,582.50 1,8263133ENMA5 1.840 27Federal Home Loan Bank10406 1,500,000.00 1,500,000.00 01/28/20271.70001/28/2022 1,398,064.50 1,8263130AQKJ1 1.700 1,239Federal Farm Credit Bank10475 500,000.00 500,000.00 08/23/20274.03008/23/2022 500,000.00 1,8263133ENH52 4.030 273Federal Home Loan Bank10513 750,000.00 750,000.00 12/30/20274.55012/30/2022 750,000.00 1,8263130AUDL5 4.550 Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 5.3.b Packet Pg. 35 Days to Maturity Page 4 Par Value Book Value Maturity Date Stated RateMarket Value March 31, 2024 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date Federal Agency Callable 1,792Federal Home Loan Bank10641 500,000.00 500,000.00 02/26/20295.00002/26/2024 500,000.00 1,8273010B07G8 5.000 8,499,325.73 1,6338,141,581.008,500,000.008,499,257.03Subtotal and Average 584 2.447 Certificate of Deposit 31Morgan Stanley Bank10226 246,000.00 246,000.00 05/02/20242.75005/02/2019 243,893.01 1,82761760AZR3 2.753 128EnerBank USA10230 247,000.00 247,000.00 08/07/20242.15008/07/2019 241,213.04 1,82729278TKJ8 2.152 144Raymond James Bank NA10233 247,000.00 247,000.00 08/23/20242.00008/23/2019 240,310.01 1,82775472RAE1 2.002 413Capital One Bank10429 248,000.00 248,000.00 05/19/20253.10005/18/2022 246,036.83 1,09714042RRH6 3.100 414Synchrony Bank10430 248,000.00 248,000.00 05/20/20253.10005/20/2022 246,033.11 1,09687165GR79 3.100 57JP Morgan Chase10250 248,000.00 248,000.00 05/28/20251.00005/28/2020 231,727.23 1,82648128UDS5 1.001 427Discover Bank10431 246,000.00 246,000.00 06/02/20253.10006/01/2022 244,005.19 1,097254673F68 3.100 463Meritrust Fed CU10457 248,000.00 248,000.00 07/08/20253.35007/08/2022 248,000.00 1,09659001PAS8 3.350 703BANK UNITED NA10256 248,000.00 248,000.00 03/05/20260.65003/05/2021 224,768.35 1,826066519QK8 0.000 709Pathfinder Bank10257 249,000.00 249,000.00 03/11/20260.70003/11/2021 225,981.94 1,82670320KAX9 0.000 721Pentagon Federal Credit Union10414 248,000.00 248,000.00 03/23/20261.80003/22/2022 234,447.30 1,46270962LBH4 1.800 890Goldman Sachs Bank10260 248,000.00 248,000.00 09/08/20261.05009/08/2021 225,703.81 1,82638149MZJ5 1.051 891UBS Bank USA10261 248,000.00 248,000.00 09/09/20260.95009/09/2021 224,604.42 1,82690348JS92 0.000 1,143Cy Fair FCU10555 249,000.00 249,000.00 05/19/20274.35005/19/2023 249,000.00 1,46123288UAA5 4.355 1,212Third Fed Savings & Loan10455 245,000.00 245,000.00 07/27/20273.40007/27/2022 245,000.00 1,82688413QDM7 3.402 3,713,000.00 1,5833,570,724.243,713,000.003,935,176.56Subtotal and Average 557 2.076 Municipal Bonds 61CALIF STATE HLTH FACS AUTH10252 200,000.00 200,000.00 06/01/20240.75211/04/2020 189,923.60 1,30513032UXL7 0.752 214California St Univ Rev-Bond10251 100,000.00 100,000.00 11/01/20240.68509/17/2020 93,759.00 1,50613077DMK5 0.685 426CALIF STATE HLTH FACS AUTH10253 250,000.00 250,000.00 06/01/20250.95211/04/2020 231,621.25 1,67013032UXM5 0.952 852LOS ANGELES CA CMNTY CLG DIST10523 365,000.00 337,646.80 08/01/20261.17401/05/2023 337,646.80 1,30454438CYL0 4.700 1,217POWAY UNIFIED SCHOOL DIST10522 1,230,000.00 1,144,800.66 08/01/20272.41401/04/2023 1,144,800.66 1,670738850TA4 4.750 2,032,447.46 1,5651,997,751.312,145,000.002,030,994.23Subtotal and Average 896 3.681 Wells Fargo Sweep Account 1Wells Fargo10036 0.00 0.00 0.01007/01/2012 0.00 1SWEEP 0.010 0.00 00.000.000.00Subtotal and Average 0 0.000 Money Market Fund 1State Street Advisors10562 17,419,691.09 17,419,691.09 5.24005/31/2023 17,419,691.09 1857492888 5.240 1Western Asset10561 0.00 0.00 5.15005/25/2023 0.00 152470G882 5.150 Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 5.3.b Packet Pg. 36 Days to Maturity Page 5 Par Value Book Value Stated RateMarket Value March 31, 2024 Portfolio Details - Investments Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date 17,419,691.09 117,419,691.0917,419,691.0918,816,465.28Subtotal and Average 1 5.240 95473,291,058.99 73,017,767.44 490 3.90771,982,155.36 72,802,645.09Total and Average Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 5.3.b Packet Pg. 37 Days to Maturity Page 6 Par Value Book Value Stated RateMarket Value March 31, 2024 Portfolio Details - Cash Average BalanceIssuer Portfolio Management City of Diamond Bar YTM/C TermCUSIPInvestment # Purchase Date 0.00 95473,291,058.99 73,017,767.44 490 3.907 0 0Average Balance 71,982,155.36 72,802,645.09Total Cash and Investments Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM2) 7.3.0 5.3.b Packet Pg. 38 Page 1 Stated Rate Transaction Date March 1, 2024 through March 31, 2024 Activity By Type Balance Portfolio Management City of Diamond Bar CUSIP Investment #Issuer Purchases or Deposits Redemptions or Withdrawals Federal Credit Union CD CORP AMERICA FAMILY CU10649 248,000.005.250 03/27/2024 0.00219873AB2 FIRST FARMERS BK & TRUST10648 249,000.004.850 03/28/2024 0.00320165LR2 MVB BANK INC10646 249,000.004.800 03/27/2024 0.0062847NEL6 NICOLET NATIONAL BANK10643 249,000.004.250 03/08/2024 0.00654062LP1 SPOKANE TEACHERS CR UN10644 245,000.004.750 03/25/2024 0.00849061AF3 Univest Bank & Trust Co.10651 249,000.004.250 03/13/2024 0.0091527PCF2 0.00 12,661,000.00Subtotal1,489,000.00 Local Agency Investment Funds (Monthly Summary) Local Agency Investment Fund10028 500,000.004.232 500,000.00LAIF 500,000.00 2,079,076.35Subtotal500,000.00 Corporate Notes 457,140.05Subtotal Federal Agency Coupon Securities Federal Home Loan Bank10645 500,000.004.850 03/27/2024 0.003130B0N70 0.00 11,767,671.93Subtotal500,000.00 Federal Agency Disc. -Amortizing Federal Home Loan Bank10610 0.005.220 03/12/2024 1,000,000.00313384UE7 ** 1,000,000.00 2,197,192.30Subtotal0.00 Treasury Coupon Securities 11,976,100.18Subtotal Federal Agency Callable 8,499,325.73Subtotal Certificate of Deposit Deleware Police Fed Credit Uni10451 0.003.000 03/29/2024 246,000.00246399AB5 ** 246,000.00 3,713,000.00Subtotal0.00 Municipal Bonds 2,032,447.46Subtotal Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM3) 7.3.0 ** - Indicates incomplete recording of maturity redemption. Report Ver. 7.3.6.1 5.3.b Packet Pg. 39 Page 2 Stated Rate Transaction Date March 1, 2024 through March 31, 2024 Activity By Type Balance Portfolio Management City of Diamond Bar CUSIP Investment #Issuer Purchases or Deposits Redemptions or Withdrawals Wells Fargo Sweep Account 0.00Subtotal Money Market Fund State Street Advisors10562 68,641.035.240 1,900,000.00857492888 1,900,000.00 17,419,691.09Subtotal68,641.03 72,802,645.09Total3,646,000.002,557,641.03 Portfolio POOL AP Run Date: 04/11/2024 - 04:23 PM (PRF_PM3) 7.3.0 5.3.b Packet Pg. 40 Agenda #: 5.4 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CALIFORNIA ENVIRONMENTAL QUALITY ACT VEHICLE MILES TRAVELED SIGNIFICANCE THRESHOLDS UPDATE. STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: Adopt Resolution No. 2024-12 adopting the updates to the CEQA VMT significance thresholds. FINANCIAL IMPACT: No financial impact. SUMMARY: California Senate Bill 743 (SB 743, 2013) fundamentally altered the way transportation impacts are measured under the California Environmental Quality Act (CEQA). Prior to SB 743, such impacts were measured by the increase in traffic congestion generated by new development projects: the metric used was called “Level of Service,” or LOS. SB 743 established “Vehicle Miles Traveled” (VMT) as the new transportation impact metric, with the aim of encouraging development projects that “are built in a way that allows Californians more options to drive less.”1 In essence, SB 743 established that a transportation impact occurs if a project leads to an increase in overall VMT, while any increase in traffic congestion (i.e., a reduction in LOS) is no longer defined as an environmental impact. VMT analyses in CEQA documents were required statewide as of July 1, 2020. The City, with guidance provided by the San Gabriel Valley Council of Governments (SGVCOG), drafted VMT thresholds for use in Diamond Bar CEQA documents, which were adopted by the City Council in 2020. The current SGVCOG VMT Tool is based on VMT outputs from the Southern California Association of Governments (SCAG) 2016 1 Governor’s Office of Planning and Research: https://opr.ca.gov/ceqa/sb-743/ 5.4 Packet Pg. 41 Regional Transportation Plan/Sustainable Communities Strategy (RTP/SCS) trip -based model (TBM) and needs to be updated to be consistent with the 2020 RTP/SCS activity - based model (ABM). The change of both the model simulation platform (trip -based model to activity-based model) and the underlying data, such as traffic counts and socioeconomic data, resulted in changes to the VMT threshold numbers and low VMT areas. This report describes the changes in VMT, more specifically, the change in the number of low VMT areas that meet the low VMT screening criterion, discusses the SGVCOG recommendations, and includes a draft Resolution to adopt CEQA transportation thresholds that comply with State guidance and align with the City’s policies, goals, and objectives. BACKGROUND: In March 2020, the City entered into a Memorandum of Agreement with the SGVCOG to participate in the San Gabriel Valley VMT Analysis Model. The City of Diamond Bar is one of 26 SGVCOG member cities that opted into the SGVCOG SB 743 Implementation process. On July 21, 2020, the City Council adopted Resolution 2020 -30, approving VMT significance thresholds for three different VMT metrics pursuant to guidance provided by the State’s Office of Planning and Research (OPR). Following adoption of VMT thresholds, the SGVCOG VMT Evaluation Tool was developed for the participating cities to use for assessing the potential VMT impacts of proposed projects. The current SGVCOG VMT Evaluation Tool is based on VMT outputs from the 2016 RTP/SCS trip-based model and needs to be updated to be consistent with the 2020 RTP/SCS activity-based model (ABM). As with every RTP update, the regional travel demand model is updated to reflect the latest population, employment, and traffic count information (socioeconomic data). The SGVCOG participating cities were aware that the model would be changing from TBM to ABM and had anticipated that the change may prompt them to change the adopted baseline for their VMT significance thresholds. However, the cities did not anticipate that the updated data would result in more significant changes to low VMT areas than the conversion to an activity -based model (refer to Attachment 2, Memorandum to SGVCOG Dated November 27, 2023). The recommendation herein recognizes the following: 1) every four years the SCAG RTP/SCS will be updated, prompting an update to the regional travel demand model; 2) the City’s low VMT areas are based on the SCAG model; 3) low VMT areas under each of the three geographic baselines are likely to change when the SCAG model is updated; and 4) the City intends to use the baselines that maximize the number of “low VMT” screening areas and to set the most achievable bar for reaching a given threshold. ANALYSIS: Baseline Data Differences (2016 vs. 2020 RTP/SCS) 5.4 Packet Pg. 42 The SCAG 2016 RTP/SCS is based on traffic counts collected in 2012, the 2012 roadway network, 2012 transit network and ridership information, land use information, and other socio-economic inputs. The 2020 RTP/SCS is based on the same datapoints collected in 2016. This is the first update to the RTP since the SGVCOG participating cities adopted VMT thresholds of significance. The changes in the underlying data significantly altered the low, moderate, and high VMT-generating areas throughout the SGVCOG region for each of the three baseline alternatives (City, Southeast Subarea, and SGVCOG Region). In some cities under their adopted baseline, an area considered a low VMT area using the 2016 RTP model became a high VMT area using the 2020 RTP model. And under different baselines, the reverse occurred. This is important because the selection of baselines for determining VMT significance may impact a city’s ability to approve projects. For example, if a developer selected a location for a housing project based on the city’s low VMT areas for residential uses and compatibility with the city’s general plan, but the SCAG model was updated and the area became a high VMT area for housing before they submitted their application, then the project would likely require the City to certify an environmental impact report (EIR) and adopt a statement of overriding considerations to move forward. Not only would this scenario significantly delay project approval, but it would delay construction of housing in an area designated for housing and result in higher priced housing units. The City of Diamond Bar is located in the Southeast Subarea of the SGVCOG region. According to the City of Diamond Bar Transportation Study Guidelines for Vehicle Miles Traveled and Level of Service Assessment (September 2020), the City adopted the City baseline VMT as the benchmark to determine CEQA transportation impacts for all project types (residential, employment, and mixed-use/regional retail). Pursuant to the OPR Guidance, cities can adopt different baselines based on project types, and states that employment based VMT thresholds should use subregional or regional baselines. For employment generated VMT (VMT/employee), it is recommended that the City adopt the highest of two baselines (Southeast Subarea or SGVCOG) to set the most achievable bar for employment generating uses. The City’s current threshold is appropriate for Total VMT per service population (OD VMT/SP) and for home-based VMT (VMT/capita), but it is recommended that the City adopt the highest of the three baselines (City, Southeast Subarea, or SGVCOG Region) to set the most achievable bar for reaching the given threshold. Adopting this change will allow the City to approve projects that both align with the City’s General Plan and meet CEQA requirements in a timely manner. Environmental Review: The CEQA VMT Thresholds Update has been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA) and the State CEQA Guidelines. The adoption of local CEQA thresholds of significance for transportation impacts and the adoption of Local Transportation Assessment Guidelines will not have a significant environmental impact and are exempt from the CEQA pursuant to Section 15308 of Title 14 of the California Code of Regulations because the two actions are undertaken by the City for the protection of the environment. The revised CEQA thresholds will be compliant with a State mandate (SB 743) and will be used in a regulatory process (CEQA process) that involves procedures for the 5.4 Packet Pg. 43 protection of the environment. Accordingly, the City Council will consider the recommendation to find the Resolution exempt from the environmental review requirements of CEQA pursuant to Section 15308 of Title 14 of the California Code of Regulations. Planning Commission Recommendation On March 12, 2024, the Planning Commission reviewed the updates to the CEQA VMT Significance Thresholds and by a 4-0 vote, the Commission recommended that the City Council adopt the updates. The Planning Commission Resolution is included in Attachment 3. LEGAL REVIEW: The City Attorney has reviewed and approved the Resolution as to form. PREPARED BY: REVIEWED BY: Attachments: 1. 5.4.a Resolution No. 2024-12 2. 5.4.b Memorandum to SGVCOG Dated November 2, 2023 3. 5.4.c PC Resolution No. 2024-04 5.4 Packet Pg. 44 RESOLUTION NO. 2024-12 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR, CALIFORNIA, ADOPTING UPDATES TO THE “VEHICLE MILES TRAVELED” THRESHOLDS OF SIGNIFICANCE FOR PURPOSES OF ANALYZING TRANSPORTATION IMPACTS UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT. A. RECITALS 1. WHEREAS, on April 18, 1989, the City of Diamond Bar was established as a duly organized municipal corporation of the State of California. 2. WHEREAS, on July 25, 1995, the City of Diamond Bar adopted its General Plan incorporating all State mandated elements, and portions of the General Plan have been updated from time to time. 3. WHEREAS, on December 17, 2019, the City of Diamond Bar adopted its comprehensive update of the General Plan (“General Plan 2040”). 4. WHEREAS, the California Environmental Quality Act Guidelines (“CEQA Guidelines”) encourage public agencies to develop and publish generally applicable “thresholds of significance” to be used in determining the significance of a project’s environmental effects. 5. WHEREAS, CEQA Guidelines Section 15064.7(a) defines a threshold of significance as “an identifiable quantitative, qualitative or performance level of a particular environmental effect, noncompliance with which means the effect will normally be determined to be significant by the agency and compliance with which means the effect normally will be determined to be less than significant”. 6. WHEREAS, CEQA Guidelines Section 15064.7(b) requires that thresholds of significance must be adopted by ordinance, resolution, rule, or regulations, developed through a public review process, and be supported by substantial evidence. 7. WHEREAS, pursuant to CEQA Guidelines Section 15064.7(c), when adopting thresholds of significance, a public agency may consider thresholds of significance adopted or recommended by other public agencies provided that the decision of the agency is supported by substantial evidence. 8. WHEREAS, Senate Bill 743, enacted in 2013 and codified in Public Resources Code Section 21099, required changes to the CEQA Guidelines regarding the criteria for determining the significance of transportation impacts of projects. 9. WHEREAS, in 2018, the Governor’s Office of Planning and Research (“OPR”) proposed, and the California Natural Resources Agency certified and adopted, new CEQA Guidelines Section 15064.3 that identifies vehicle miles traveled (“VMT”) – meaning the amount and distance of automobile travel attributable to a project – as the most appropriate metric to evaluate 5.4.a Packet Pg. 45 Resolution No. 2024-12 2 a project’s transportation impacts. 10. WHEREAS, as a result, automobile delay, as measured by “level of service” and other similar metrics, generally no longer constitutes a significant environmental effect under CEQA. 11. WHEREAS, the City of Diamond Bar is one of 26 San Gabriel Valley Council of Governments (SGVCOG) member cities that opted into the SGVCOG SB 743 Implementation process. 12. WHEREAS, at the conclusion of the process, the SGVCOG VMT Evaluation Tool was developed for the SGVCOG region, including VMT screening establishing a baseline threshold. 13. WHEREAS, the current SGVCOG VMT Evaluation Tool is based on VMT outputs from the 2016 Regional Transportation Plan/Sustainable Communities Strategies (RTP/SCS) trip-based model and needs to be updated to be consistent with the 202 RTP/SCS activity-based model. Additionally, changes in population, employment, and traffic counts have been updated in the 2020 RTP/SCS; 14. WHEREAS, both updates have resulted in changes to the VMT threshold numbers and low VMT areas throughout the SGVCOG region; and 15. WHEREAS, on March 12, 2024, at a regularly scheduled meeting, the Planning Commission reviewed and considered the City of Diamond Bar’s proposed updates to the VMT thresholds of significance for determining the significance of transportation impacts and recommends adoption to the City Council. 16. WHEREAS, on April 16, 2024, at a regularly scheduled meeting, the City Council reviewed and considered the City of Diamond Bar’s proposed updates to the VMT thresholds of significance for determining the significance of transportation impacts. B. RESOLUTION NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: 1. This City Council hereby specifically finds that all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct. 2. Based upon the facts and evidence presented during the City Council meeting regarding the City’s proposed VMT thresholds of significance for determining the significance of transportation impacts, including documentary evidence provided by City staff, the City Council hereby finds as follows: 5.4.a Packet Pg. 46 Resolution No. 2024-12 3 (a) The VMT Thresholds for each VMT type based on 15 percent below the baseline VMT that sets the most achievable VMT target. The baseline VMT shall be based on the most current and available Southern California Association of Governments Regional Transportation Plan travel demand model. The VMT per employee threshold for employment-generating projects shall be based on 15 percent below either the SGVCOG Southeast Subarea or SGVCOG Region, whichever results in the largest numerical value. The VMT per capita thresholds for residential projects may be based on the City, SGVCOG Southeast Subarea, or SGVCOG Region, whichever results in the largest numerical value. The VMT per service population thresholds for mixed-use projects may be based on the City, SGVCOG Southeast Subarea, or SGVCOG Region, whichever results in the largest numerical value. (b) CEQA Guidelines. The adoption of local CEQA thresholds of significance for transportation impacts and the adoption of Local Transportation Assessment Guidelines will not have a significant environmental impact and are exempt from the CEQA pursuant to Section 15308 of Title 14 of the California Code of Regulations because the two actions are undertaken by the City for the protection of the environment. The revised CEQA thresholds will be compliant with a State mandate (SB 743) and will be used in a regulatory process (CEQA process) that involves procedures for the protection of the environment. Accordingly, the City Council will consider the recommendation to find the Resolution exempt from the environmental review requirements of CEQA pursuant to Section 15308 of Title 14 of the California Code of Regulations. 3. Based on the findings and conclusions set forth above, the City Council adopts the updates to the VMT thresholds of significance as set forth in Exhibit A. 4. The City Clerk shall attest and certify to the passage and adoption of this Resolution and enter it into the book of original resolutions, and it shall become effective immediately upon its approval. PASSED, APPROVED AND ADOPTED this 16th day of April, 2024. CITY OF DIAMOND BAR __________________________ Stan Liu, Mayor 5.4.a Packet Pg. 47 Resolution No. 2024-12 4 ATTEST: I, Kristina Santana, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted, at a regular meeting of the City Council of the City of Diamond Bar held on the 16th day of April 2024, by the following vote: AYES: Council Members: NOES: Council Members: ABSENT: Council Members: ABSTAIN: Council Members: __________________________ Kristina Santana, City Clerk EXHIBIT: Exhibit A: Table 1: Updates to the Significance Thresholds for Transportation 5.4.a Packet Pg. 48 Resolution No. 2024-12 5 City of Diamond Bar VMT Baselines and Thresholds of Significance Consistent with State CEQA guidelines section 15064.3, the City of Diamond Bar has adopted the project baselines and thresholds of significance set forth in Table 1 to guide in determining when a project will have a significant transportation impact. Table 1 Project Type Thresholds Land Use Plan 1) Project Impact: A significant impact would occur if the VMT rate for the plan would exceed the applicable baseline VMT rate. 2) Cumulative Project Effect: A significant impact would occur if the project increases total regional VMT compared to cumulative no project conditions. Land Use Project 1) Project Impact: A significant impact would occur if the VMT rate for the project would exceed the applicable baseline VMT rate. 2) Cumulative Project Effect: A significant impact would occur if the project increases total regional VMT compared to cumulative no project conditions. Retail Project (over 50,000 square feet) 1) Project Impact: A significant impact would occur if the VMT rate for the project would exceed the applicable baseline VMT. 2) Cumulative Project Effect: A significant impact would occur if the project increases total VMT in the study area compared to baseline conditions. Transportation Project A significant impact would occur if the project causes a net increase in total regional VMT compared to baseline conditions, opening year no project conditions, or cumulative no project conditions. All land use and transportation projects A significant impact would occur if the project is inconsistent with the RTP/SCS. VMT thresholds for each VMT type shall be based on the currently available SCAG RTP/SCS model. The thresholds for each VMT type are 15 percent below the baseline VMT that sets the most achievable VMT target. The VMT per employee threshold for employment-generating projects shall be based on 15 percent below either the SGVCOG Southeast Subarea or SGVCOG Region, whichever results in the largest numerical value. The VMT per capita thresholds for residential projects may be based on the City, SGVCOG Southeast Subarea, or SGVCOG Region, whichever results in the largest numerical value. The VMT per service population thresholds for mixed-use projects may be based on the City, SGVCOG Southeast Subarea, or SGVCOG Region, whichever results in the largest numerical value. Exhibit A 5.4.a Packet Pg. 49 Memorandum Date: November 27, 2023 To: Turner Lott, SGVCOG Steph Wong, SGVCOG Roy Choi, SGVCOG From: Katy Cole, Jolene Hayes, and Biling Liu Subject: City of Diamond Bar Analysis of the City’s VMT Thresholds (Deliverable 2.3) OC20- 0715.02 This technical memorandum summarizes the vehicle miles traveled (VMT) differences between the SCAG 2016 and 2020 Regional Transportation Plan/Sustainable Communities (RTP/SCS) models and how these differences may affect the thresholds for vehicle miles of travel (VMT) impact analyses in the City of Diamond Bar (the City). The current SGVCOG VMT Tool is based on VMT outputs from the 2016 Regional Transportation Plan/Sustainable Communities Strategy (RTP/SCS) trip-based model (TBM) and needs to be updated to be consistent with the 2020 RTP/SCS activity-based model (ABM). The change of both the model simulation platform (trip-based model to activity-based model) and the underlying data, such as traffic counts and socio- economic data, results in changes to the VMT threshold numbers and low VMT areas. The following memorandum describes the changes in VMT, and more specifically, the change in the number of low VMT areas that meet the low VMT screening criterion. VMT Calculations For the purpose of updating the SGVCOG VMT Evaluation Tool, we first considered how the change in model platforms (trip-based to activity-based) would change the low VMT areas in the City. In addition to the model platform, the change in the underlying inputs to the model (e.g., population, employment, traffic counts, etc.) also resulted in changes to the low VMT areas as illustrated by the differences between the 2016 and 2020 Total VMT per total population and employment (OD VMT/SP). This calculation is the same for both model versions, therefore, the change in low VMT areas shown in Table 1 for OD VMT/SP reflects the effect of the new data inputs only, whereas the changes to home-based VMT per capita and work-based VMT per 5.4.b Packet Pg. 50 SGVCOG VMT Tool Update November 27, 2023 Page 2 employee are combinations of data updates and the change in model methodologies (trips versus tours). Model Methodology Comparisons The SCAG 2016 RTP/SCS trip-based model (TBM) VMT methodology includes all trips within the SCAG model for each of the following variable formats: 1. Origin-Destination (OD) VMT per Service Population (all vehicles and all trip purposes): The total VMT to and from all traffic analysis zones (TAZ) in the geographic area are divided by the total service population to calculate the efficiency metric of VMT per service population. Service population is defined as all residents and employees of the zones being evaluated. The image shows a visual representation of OD VMT per Service Population for a single project. To calculate it for a set geography, an analyst determines the total VMT produced to or from the geography divided by the total population plus employment of that same geography. 2. Home-based VMT per capita (automobile only): All home-based trips are traced back to the residence of the trip-maker. Trips without an origin or destination from home are excluded. For example, if you leave home and stop for coffee, then for gas, and then at the store before returning home, the trip from coffee to the gas station and from the gas station to the store would be deemed an “other to other” trip and omitted from HB VMT. The image shows a visual representation of Home-Based VMT per capita for a single home. 3. Home-based work VMT per employee: Captures only the segment of the trip to work that directly connects home to work. All stops along the way to or from work are defined as work to/from other and are not part of the HBW VMT calculation. The image shows a visual representation of Home-Based work VMT per employee for a single home. OD VMT Per Service Population Home-Based VMT per Capita Home-Based Work VMT per Employee 5.4.b Packet Pg. 51 SGVCOG VMT Tool Update November 27, 2023 Page 3 The SCAG 2020/RTP/SCS model, an activity-based model (ABM), is quite different than the TBM because it considers the entire linked trip, or tour, that a person makes when leaving home or commuting to work. Whereas the calculation for total VMT per service population is the same under both models, the home-based and home-based work calculations are different. 1. OD VMT per Service Population (all vehicles and all trip purposes): The total VMT to and from all zones in the geographic area are divided by the total service population to calculate the efficiency metric of VMT per service population. This metric is the same as described above for the TBM. 2. VMT per capita (automobile only): Considers VMT for all tours embarked upon by residents, encompassing both Single Occupancy Vehicle (SOV) and High-Occupancy Vehicle (HOV) drivers (drivers only). The VMT is divided by the population within the geographic area. This method includes all trips made by the population of the geographic area, including those that do not directly start or end at home. For example, if you leave home and stop for coffee, then for gas, and then at the store before returning home, all of these legs of the trip together would be a “tour” and they are all included in the calculation. The image shows a visual representation of tour-based VMT per capita for a single home. 3. VMT per employee: Encompasses VMT for all work-related tours, encompassing both work and work-related business. The VMT is divided by the employees within the geographic area. For example, if a person commutes to work, then has a lunch meeting and runs a work errand mid-day, and then commutes home from work stopping at the gym on the way, all of these legs are summed together as work-related tours and are included in the calculation. Baseline Data Differences (2016 vs. 2020 SCAG RTP/SCS) The SCAG 2016 RTP/SCS was calibrated and validated based on traffic counts collected in 2012, the 2012 roadway network, 2012 transit network and ridership information, land use information, and other socio-economic inputs. The 2020 RTP/SCS was calibrated and validated based on the datapoints collected in 2016. The changes in the underlying data affected the low VMT areas within the SGVCOG region. To conduct comparative VMT results, the VMT from the SCAG 2016 RTP/SCS and 2020 RTP/SCS were both interpolated to 2023 baseline in the next VMT Comparison section. VMT per Capita (Tour- Based) VMT per Employee (Tour- Based) 5.4.b Packet Pg. 52 VMT Comparison Diamond Bar is located in the Southeast Subarea of the SGVCOG region. According to the City of Diamond Bar Transportation Study Guidelines for Vehicle Miles Traveled and Level of Service Assessment (August 2020), the City adopted the City of Diamond Bar (City) baseline VMT as the benchmark to determine CEQA transportation impacts for all project types (residential, employment, and mixed-use/regional retail). A comparison of the number of low VMT areas under the 2016 versus the 2020 RTP using the City’s adopted threshold (15% below the City’s baseline) is shown in Table 1. Table 1: Comparison of Low VMT Areas Using Diamond Bar’s Adopted VMT Baseline (2016 vs. 2020 RTP/SCS) Pursuant to the OPR Guidance, cities can adopt different baselines based on project types and states that employment- based VMT thresholds should use subregional or regional baselines. The City’s current threshold (City) is appropriate for Total and home-based VMT types, but the City should consider using the Southeast as the baseline for employment-based VMT (VMT/Employee) consistent with OPR’s guidance. The threshold for Total VMT, since it is a mix of both residential and employment, can use any baseline. Table 2 shows the comparison of the thresholds for the different baseline options (SGVCOG, Southeast Subarea, and City) using the 2020 RTP model. The higher thresholds result in the ability to screen out more projects, whereby more transportation analysis zones (TAZs) generate less miles of travel per person than the baseline. For example, for Total VMT per service population (OD VMT/SP), a project that generates 31.7 miles of travel per person would exceed the thresholds for the SGVCOG and the Southeast Subarea of 28.93 and 31.67 miles per person, respectively but would fall below the City threshold (31.85 miles). The numbers in bold in Table 2 are the basis for the comparisons in Table 3 and serve as the thresholds that would achieve the lowest VMT thresholds and that are consistent with OPR’s guidelines. As previously stated, the OPR Guidelines recommend a subregional 2023 VMT Type TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark OD VMT/SP 3 5 6 1 9 4 -2 4 -2 VMT/Capita 0 14 12 0 12 15 0 -2 3 VMT/Employee 2 18 7 6 15 6 4 -3 -1 Adopted Threshold (2016 RTP)Adopted Threshold (2020 RTP)Changes 5.4.b Packet Pg. 53 SGVCOG VMT Tool Update November 27, 2023 Page 5 or regional VMT threshold for analyzing employment-generating projects. The City currently uses the City of Diamond Bar’s employment VMT rate as the threshold. Changing the threshold from City to Southeast Subarea would result in the conversion of three low and four moderate VMT zones to seven high VMT zones. Table 2: Baseline VMT Rates In Table 3 below, based on the 2020 RTP, the Adopted Threshold (City) is compared to an alternative threshold. The City threshold continues to maximize low VMT areas for all project types, however, the OPR Guidance recommends a regional baseline for employment based VMT. The table below reflects the Southeast rather than the City threshold for employment generating projects, which results in seven more red areas, three fewer blue areas, and four fewer yellow areas as reflected in Table 3 and in the maps. Table 3: Comparison of Low VMT Areas (Adopted VMT Baseline vs. Alternative Baseline Option) Region/City OD VMT/SP VMT/Capita VMT/Employment OD VMT/SP VMT/Capita VMT/Employment SGVCOG 34.03 24.10 39.23 28.93 20.49 33.34 Southeast 37.26 24.33 39.47 31.67 20.68 33.55 Diamond Bar 37.47 30.53 41.38 31.85 25.95 35.18 Baseline 15% Below Baseline (Threshold) 2023 Changes VMT Type TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark TAZs More than 15% below Benchmark TAZs 0 to 15% below Benchmark TAZs Above Benchmark OD VMT/SP 1 9 4 1 9 4 0 0 0 VMT/Capita 0 12 15 0 12 15 0 0 0 VMT/Employee 6 15 6 3 11 13 -3 -4 7 Adopted Threshold (2020 RTP)Alternative Threshold (2020 RTP) 5.4.b Packet Pg. 54 The 2023 baseline VMT maps reflecting the City’s adopted VMT baseline under both the 2016 and 2020 RPT, as well as the alternative thresholds for consideration are shown in Attachments A-C. Conclusion This analysis compares the VMT metric options for CEQA VMT analysis purposes between the 2016 RTP/SCS and 2020 RTP/SCS SCAG regional travel demand model. The following provides takeaways based on this analysis: • The SCAG regional model changed formats from a “trip-based” model to a “tour-based” activity-based model. This change, along with changes in traffic volumes, transportation behavior and socioeconomic conditions between the 2016 and 2020 RTP/SCS planning documents, resulted in changes to the way average VMT metrics are calculated and the actual VMT results throughout the region. • A thorough comparison of VMT metrics and changes in the VMT was conducted to understand the implications for CEQA VMT analysis. • Retaining the City’s current thresholds of significance maximizes the number of “low VMT” screening areas; however, it is recommended that the City consider the use of Southeast for screening employment-based VMT consistent with OPR’s guidance. Next Steps The findings for each participating SGVCOG city will be evaluated by each city to determine if the thresholds should be changed. Changing the thresholds will require City Council approval. Attachments • Attachment A: 2023 Baseline OD/SP VMT Maps • Attachment B: 2023 Baseline Home-Based Work VMT Maps • Attachment C: 2023 Baseline Home-Based VMT Maps 5.4.b Packet Pg. 55 SGVCOG VMT Tool Update November 27, 2023 Page 7 Attachment A OD/SP VMT Maps 5.4.b Packet Pg. 56 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 OD VMT per Service Population from2016 RTP Model with Adopted ThresholdDiamond Bar Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 57 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 OD VMT per Service Population from2020 RTP Model with Adopted ThresholdDiamond Bar Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 58 SGVCOG VMT Tool Update November 13, 2023 Page 8 Attachment B Home-Based VMT Maps 5.4.b Packet Pg. 59 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 Home-based VMT per Capita from2016 RTP Model with Adopted ThresholdDiamond Bar No Population Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 60 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 VMT per Capita from 2020 RTP Model with Adopted Threshold Diamond Bar No Population Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 61 SGVCOG VMT Tool Update November 13, 2023 Page 9 Attachment C Home-Based Work VMT Maps 5.4.b Packet Pg. 62 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 Home-based Work VMT per Employee from2016 RTP Model with Adopted ThresholdDiamond Bar Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 63 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 VMT per Employee from 2020 RTP Model with Adopted Threshold Diamond Bar Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 64 ChinoHills OS ·142 ∙60 ∙71 ∙57 2023 VMT per Employee from 2020 RTP Model with Alternative Threshold Diamond Bar Less than 15% below regional average 0 to 15% below regional average Higher than regional average Diamond Bar 5.4.b Packet Pg. 65 5.4.c Packet Pg. 66 5.4.c Packet Pg. 67 5.4.c Packet Pg. 68 5.4.c Packet Pg. 69 5.4.c Packet Pg. 70 Agenda #: 5.5 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: CONTINUED PARTICIPATION IN THE LOS ANGELES URBAN COUNTY PERMANENT LOCAL HOUSING ALLOCATION ("PLHA") PROGRAM. STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION: A. Adopt Resolution No. 2024-13 approving the City's participation in Year 4 of the Los Angeles Urban County PLHA Program; identifying proposed activities for the expenditure of $145,682 in PLHA funding; and authorizing the City Manager to sign a reimbursable contract with the Los Angeles County Development Authority ("LACDA"); and B. Determine that the proposed action does not constitute a project and is therefore exempt from the California Environmental Quality Act (“CEQA”). FISCAL IMPACT: The PLHA Program is a SB 2 funded program that provides an ongoing annual source of funding through State Property Transfer Fees. The City has been allocated $145,682 in funding for Year 4 (January 1, 2026 through December 31, 2026) PLHA Program based on the State’s allocation formula. No additional funding is required to participate in the program. If the City does NOT request the funds and identify a purpose for them, the funds will be returned to the State. BACKGROUND The PLHA Program was approved by the State legislature in 2017. It is designed to provide an ongoing annual source of funding for the construction of affordable housing, programs to assist persons who are experiencing or are at risk of homelessness, or other housing-related assistance programs for low-to-moderate income households. Like the City’s Community Development Block Grant (CDBG) program allocations, the 5.5 Packet Pg. 71 PLHA funding is first allocated to the Los Angeles County Development Authority (LACDA). The funding is then distributed to individual participating cities according to an allocation formula. The City was allocated a combined total of $649,080 for PLHA Program Years 1 through 3 (i.e., calendar years 2023 through 2025) On June 20, 2023, the City Council adopted Resolution No. 2023 -25 approving the City’s participation in the PLHA Program to expand the Home Improvement Program by increasing the maximum loan amount from $20,000 to $30,000, and extending the program to income-eligible condominium owners, and authorizing the City Manager to enter into a reimbursable contract with LACDA. On April 1, 2024, LACDA issued a bulletin (Attachment 2) listing the Year 4 PLHA funding allocations for each participating city. Diamond Bar is listed as eligible to receive $145,682 in Year 4 PLHA funding. To begin receiving these funds, the City is required to adopt and submit a City Council resolution to LACDA by May 31, 2024, listing the program activities that will be funded. Pursuant to the rules set forth by LACDA, Year 4 funds must be fully expended by December 31, 2026. DISCUSSION The SB 2 legislation relating to PLHA funds specifies what eligible activities these funds can be used to finance. Activities can be broadly categorized as follows: 1. Activities related to the construction or preservation of affordable housing or supportive housing; 2. Matching funds to regional housing trusts; 3. Homelessness services and prevention programs; 4. Accessibility modifications for lower-income, owner-occupied housing; 5. Acquisition and rehabilitation of foreclosed or vacant homes; and 6. Programs that expand homeownership opportunities including but not limited to down-payment assistance programs. Of the eligible activities listed above, it is recommended that the City allocate its Year 4 PLHA allocation to continue funding the Home Improvement Program and Condominium Home Improvement Program. The proposed programming of these funds is summarized below: • Home Improvement Program (HIP) – $56,545 The HIP offers deferred loans to eligible low- and moderate-income homeowners of single-family detached housing for necessary home improvements, as well as repairs to mitigate building and safety code deficiencies and/or violations. The City’s 5.5 Packet Pg. 72 HIP policies currently provide interest-free, deferred loans of up to $30,000 to eligible households. Loans become payable when the homes are sold or refinanced. The minimum and maximum loan amounts under this program are $5,000 and $30,000, respectively. The City proposes to allocate a portion of its PLHA award to fund at least two HIP loans. CDBG funds are available to accommodate additional participation in the program. • Condominium Home Improvement Program (CHIP) – $60,000 The CHIP offers deferred loans to eligible low- and moderate-income homeowners of residential condominiums and townhomes. The program is administered essentially the same manner as the HIP, but the loan amount is capped at $20,000 because costlier improvements, such as roof maintenance and exterior repairs, are the responsibility of the respective condominium homeowners associations. The proposed allocation of $60,000 would fund at least three loans through the end of 2026. Unlike the HIP, CDBG funds cannot be used for CHIP loans, so excess demand would have to be accommodated in the subsequent program year. Alternatively, the City may make adjustments to the PLHA funding allocations between the two programs, if appropriate. For example, If the demand for CHIP loans is higher than anticipated, the City could reallocate funds from the HIP allocation. • Administration of the HIP and CHIP - $29,136 The use of PLHA funds to cover administrative costs is capped at 20%. Therefore, $29,136 of the PLHA award is proposed to be set aside to pay consultant costs to administer these programs. ENVIRONMENTAL ANALYSIS: The proposed action does not constitute a project under the California Environmental Quality Act (“CEQA”). As such, this matter is exempt under CEQA. LEGAL REVIEW: The City Attorney has reviewed and approved the Resolution as to form. PREPARED BY: 5.5 Packet Pg. 73 REVIEWED BY: Attachments: 1. 5.5.a Resolution No. 2024-13 2. 5.5.b LACDA Bulletin No. 24-0004 5.5 Packet Pg. 74 RESOLUTION NO. 2024-13 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR APPROVING THE PARTICIPATION IN THE YEAR 4 LOS ANGELES URBAN COUNTY PERMANENT LOCAL HOUSING ALLOCATION PROGRAM BY AUTHORIZING THE CITY MANAGER TO SIGN A REIMBURSABLE CONTRACT WITH THE LOS ANGELES COUNTY DEVELOPMENT AUTHORITY (“LACDA”) ACTING ON BEHALF OF THE COUNTY. WHEREAS, the City of Diamond Bar (“City”) desires to participate in the Los Angeles Urban County Permanent Local Housing Allocation (“PLHA”) Program; and WHEREAS, the City authorizes the execution of a Reimbursable Contract with the County of Los Angeles in order to receive said PLHA funds. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar as follows: Section 1. That the City Council does hereby authorize the City Manager to execute any and all documents, including a reimbursable contract with the Los Angeles County Development Authority acting on behalf of the County of Los Angeles, necessary for participation in the Los Angeles Urban County PLHA Program on behalf on behalf of the City of Diamond Bar. Section 2. That the City Council determines that the proposed action does not constitute a project under the California Environmental Quality Act (“CEQA”), based on Section 15061(b)(3) of the CEQA Guidelines. Section 3. The City Clerk shall attest and certify to the passage and adoption of this Resolution and enter it into the book of original resolutions, and it shall become effective immediately upon its approval. PASSED, APPROVED, AND ADOPTED this 16th day of April, 2024. CITY OF DIAMOND BAR __________________________ Stan Liu, Mayor 5.5.a Packet Pg. 75 Resolution No. 2024-13 2 ATTEST: I, Kristina Santana, City Clerk of the City of Diamond Bar, California do hereby certify that the foregoing Resolution was duly and regularly passed, approved and adopted by the City Council of the City of Diamond Bar, California, at its regular meeting held on the 16th day of April, 2024, by the following vote, to wit: AYES: COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSENT: COUNCILMEMBERS: ABSTAIN: COUNCILMEMBERS: __________________________ Kristina Santana, City Clerk 5.5.a Packet Pg. 76 TO: PARTICIPATING CITIES The purpose of this bulletin is to provide our Participating Cities (Cities) an update on the Permanent Local Housing Allocation Program (PLHA) funding for Year 4. The State of California Department of Housing and Community Development released the NOFA for Year 4 in December 2023 and announced that the County of Los Angeles (County) will receive an allocation of $9,451,755.00. Funding has experienced a significant change from previous years due to the real estate transactions in 2022. Cities who have a State-approved Housing Element are invited to follow the instructions below to program their PLHA Year 4 allocation to implement eligible affordable housing programs. Cities can continue to fund existing projects using funding from multiple years. Attachment A provides the new PLHA Year 4 allocation amounts available to Cities that qualify and wish to utilize these funds for current or new eligible activities. To receive PLHA Year 4 funding, Cities with a State-approved Housing Element who wish to use their available allocation for PLHA Eligible Activities, must submit a Letter of Intent and proposed Exhibit A form to opt-in and receive funding. If applicable, the Letter of Intent must include concise details of the proposed Activity and Sub-Activity and describe how the City will spend the funds by December 31, 2026. Please consider the complexity of the project being proposed, available resources, and whether the funding amount can be expended by the expenditure deadline. Because the shared allocation limits the amount of funding available to each jurisdiction, PLHA may not be the best funding source for all eligible activities. If you intend to make a change to an existing project that will reallocate funding by 10% or more, LACDA cannot guarantee a timely reimbursement and you may experience a delay in funding. If a city does not submit a Letter of Intent, the available allocation will be retained by the County and reallocated to Countywide program(s). Community Development Division – Grants Management Unit (CDD-GMU) Putting Dollar$ into Action NUMBER: PLHA-24-0004 2022 PROGRAM ALLOCATIONS, YEAR 4 FOR THE PERMANENT LOCAL HOUSING ALLOCATION (PLHA) PROGRAM FOR URBAN COUNTY PARTICIPATING CITIES DATE: April 1 , 2 024 PAGE 1 OF 2 5.5.b Packet Pg. 77 To All Participating Agencies April 1, 2024 Page Two Please adhere to the following deadlines to receive funding: 1.April 15, 2024 - The Letter of Intent must be completed and submitted to the LACDA (Attachment E). 2.April 30, 2024 - Proposed Exhibit A form must be submitted (Attachment C); and 3.May 31, 2024 - City Council approval resolution must be submitted (Attachment D). Please be aware that the County cannot issue PLHA funding to Cities until all conditions for funding and program/regulatory requirements have been met and LACDA receives an executed agreement for PLHA Year 4 funds from the State. It is also important to note that certain activity costs for projects receiving PLHA funding are eligible for reimbursement as long as the expenses are incurred no more than 12-months prior to execution of Standard Agreement between the State and the County. Should you need assistance in this matter or have any questions related to the PLHA program, you may contact JoAnn Eros-Delgado, Contract Management Supervisor at (626) 586-1749 or JoAnn.Eros@lacda.org or Jenny Salazar, PLHA Specialist, at (626) 586-1633 or Jenny.Salazar@lacda.org. Sincerely, LINDA JENKINS, Director Community Development Division Community Development Division – Grants Management Unit (CDD-GMU) Putting Dollar$ into Action Linda Jenkins (Apr 1, 2024 15:32 PDT) Linda Jenkins 5.5.b Packet Pg. 78 pages 1 of 2 ATTACHMENT A Permanent Local Housing Allocation 2022 Total Urban County Entitlement $9,451,755 Redistricting Population Counts Less Administration (5%)($472,588) Round 4 Total 2022-2023 to be Allocated $8,979,167 Population Poverty Overcrwding City 2020 2020 2020 Factor Allocation AGOURA HILLS 21,048 798 84 0.004225596 $37,942 ARCADIA 57,180 4,784 743 0.018586347 $166,890 AVALON 3,873 415 133 0.001750789 $15,721 AZUSA 48,801 6,073 1,653 0.023627161 $212,152 BELL 34,644 7,441 2,262 0.027056320 $242,943 BELL GARDENS 41,770 11,005 2,925 0.037379286 $335,635 BEVERLY HILLS 33,709 2,998 467 0.011416855 $102,514 CALABASAS 23,762 2,110 163 0.007417324 $66,601 CLAREMONT 35,462 1,521 153 0.007513354 $67,464 COMMERCE 13,412 2,068 551 0.007645583 $68,651 COVINA 48,710 4,417 1,443 0.019556588 $175,602 CUDAHY 23,606 6,513 1,453 0.020951076 $188,123 CULVER CITY 38,913 2,382 688 0.011609730 $104,246 DIAMOND BAR 55,904 3,696 724 0.016224415 $145,682 DUARTE 21,399 1,972 556 0.008360926 $75,074 EL SEGUNDO 16,575 834 118 0.003929255 $35,281 HAWAIIAN GARDENS 14,212 2,782 851 0.010274501 $92,256 HERMOSA BEACH 19,147 803 195 0.004443213 $39,896 HIDDEN HILLS 2,156 165 15 0.000620884 $5,575 IRWINDALE 1,365 115 39 0.000525328 $4,717 LA CANADA-FLINTRIDGE 20,078 664 39 0.003684468 $33,083 LA HABRA HEIGHTS 5,305 104 32 0.000913139 $8,199 LA MIRADA 48,286 2,309 1,263 0.014671267 $131,736 LA PUENTE 39,705 4,932 1,468 0.019668708 $176,609 LA VERNE 32,134 2,572 324 0.009862996 $88,561 LAWNDALE 32,533 3,889 1,543 0.017098129 $153,527 LOMITA 20,212 2,602 385 0.008829422 $79,281 MALIBU 12,961 1,297 43 0.004158768 $37,342 MANHATTAN BEACH 35,064 1,114 122 0.006547411 $58,790 MAYWOOD 27,127 5,484 2,298 0.022491713 $201,957 MONROVIA 37,488 3,301 760 0.013538887 $121,568 RANCHO PALOS VERDES 42,333 1,511 396 0.009169113 $82,331 ROLLING HILLS ESTS 7,279 194 21 0.001270181 $11,405 SAN DIMAS 33,874 2,433 366 0.009937575 $89,231 SAN FERNANDO 24,244 2,252 1,017 0.010965432 $98,460 SAN GABRIEL 39,899 4,643 1,349 0.018672693 $167,665 SAN MARINO 13,028 925 150 0.003837386 $34,457 SANTA FE SPRINGS 18,131 2,184 673 0.008857323 $79,531 SIERRA MADRE 10,829 667 43 0.002679876 $24,063 SIGNAL HILL 11,430 1,465 309 0.005324117 $47,806 SOUTH EL MONTE 20,693 4,433 1,062 0.015048759 $135,125 SOUTH PASADENA 25,478 1,734 496 0.008117279 $72,886 TEMPLE CITY 36,161 3,560 842 0.014212469 $127,616 WALNUT 29,764 1,976 242 0.008113872 $72,856 WEST HOLLYWOOD 35,506 4,106 395 0.013532996 $121,515 WESTLAKE VILLAGE 8,110 371 7 0.001657389 $14,882 TOTAL PARTICIPATING CITIES 1,223,296 123,616 30,860 0.495975899 $4,453,451 GMU/GPPA/GPA/Allocations/PLHA Formula Allocations FY 2022 March 2024- Round 4 5.5.b Packet Pg. 79 pages 2 of 2 ATTACHMENT A Permanent Local Housing Allocation 2022 Total Urban County Entitlement $9,451,755 Redistricting Population Counts Less Administration (5%)($472,588) Round 4 Total 2022-2023 to be Allocated $8,979,167 5.5.b Packet Pg. 80 Agenda #: 5.6 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: ARBOR DAY PROCLAMATION STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: Adopt a Proclamation declaring April 26, 2024 as Arbor Day. BACKGROUND: The Arbor Day Foundation, a nonprofit organization dedicated to promoting tree planting and environmental stewardship, issues a proclamation annually to celebrate Arbor Day. This proclamation serves as a rallying call for individuals, communities, and organizations to come together and recognize the importance of trees in sustaining life on Earth. Through this initiative, the Arbor Day Foundation seeks to inspire people to take action, whether by planting trees, participating in community greening projects , or simply appreciating the vital role that trees play in maintaining a healthy and balanced ecosystem. The proclamation serves as a reminder that each tree planted contributes to a greener, more sustainable future for generations to come. The Tree City USA program, sponsored by the Arbor Day Foundation in partnership with the U.S. Forest Service and the National Association of State Foresters, encourages communities to manage and care for their public trees. To achieve the Tree City USA designation, a city must meet four core standards: 1. Tree Board or Department: • Establish a city tree board or department responsible for the care and management of public trees. 2. Public Tree Care Ordinance: • Adopt and maintain a community tree ordinance. 5.6 Packet Pg. 81 3. Community Forestry Program with a Budget: • Allocate financial resources for a community forestry program. 4. Arbor Day Observance and Proclamation: • Celebrate Arbor Day by holding an official observance and proclamation. The event should involve the community and demonstrate a commitment to tree planting and care. Cities that meet these standards annually receive the Tree City USA designation, acknowledging their dedication to effective urban forest management. The program aims to promote the numerous benefits of trees, such as improved air and water quality, reduced energy consumption, and enhanced quality of life for residents. The City of Diamond Bar is once more pursuing re-certification as a Tree City USA. This prestigious award is bestowed upon cities that demonstrate a sincere and dynamic commitment to fostering the preservation of our natural habitat and trees. Since 2001, the City has consistently earned this recognition annually, underscoring its enduring dedication to environmental stewardship and tree care. Attached is a proclamation naming April 26, 2024 as “Arbor Day”. PREPARED BY: REVIEWED BY: Attachments: 1. 5.6.a Arbor Day Proclamation 5.6 Packet Pg. 82 PP RR OO CC LL AA MM AA TT II OO NN ““AA RR BB OO RR DD AA YY ”” WWHHEERREEAASS,, in 1872, J. Sterling Morton proposed to the Nebraska Board of Agriculture that a special day be set aside for the planting of trees; and WWHHEERREEAASS,, this holiday, called Arbor Day, was first observed with the planting of more than a million trees in Nebraska; and WWHHEERREEAASS,, Arbor Day is now observed throughout the nation and the world; and WWHHEERREEAASS,, trees can reduce the erosion of our precious topsoil by wind and water, cut heating and cooling costs, moderate the temperature, clean the air, produce oxygen and provide habitat for wildlife; and WWHHEERREEAASS,, trees are a renewable resource, giving us paper, wood for our homes, fuel for our fires and countless other wood products; and WWHHEERREEAASS,, trees in our city increase property values, enhance the economic vitality of business areas, and beautify our community; and WWHHEERREEAASS,, since the year 2001, the City of Diamond Bar has annually received the distinction of being named as a Tree City USA; and WWHHEERREEAASS,, tthhee CCiittyy ooff DDiiaammoonndd BBaarr wwiillll oobbsseerrvvee AArrbboorr DDaayy oonn AApprriill 1177,, 22002244 wwiitthh aa TTrreeee PPllaannttiinngg CCeerreemmoonnyy aatt 99aamm aanndd oonn AApprriill 2200,, 22002244 wwiitthh aann EEaarrtthh DDaayy CCeelleebbrraattiioonn aatt tthhee SSoouutthh CCooaasstt AAiirr QQuuaalliittyy MMaannaaggeemmeenntt DDiissttrriicctt 99 aa..mm.. NNOOWW,, TTHHEERREEFFOORREE,, BBEE IITT RREESSOOLLVVEEDD,, that the City Council of the City of Diamond Bar does hereby proclaim AApprriill 2266,, 22002244 as ““AARRBBOORR DDAAYY”” in the City of Diamond Bar and urges all residents to plant trees to promote the well-being of this and future generations. April 16, 2024 Stan Liu Mayor Chia Yu Teng Andrew Chou Mayor Pro Tem Council Member Ruth M. Low Steve Tye Council Member Council Member 5.6.a Packet Pg. 83 Agenda #: 7.1 Meeting Date: April 16, 2024 TO: Honorable Mayor and Members of the City Council FROM: Daniel Fox, City Manager TITLE: HERITAGE PARK AND COMMUNITY CENTER RENOVATION PROJECT DESIGN CONCEPTS AND 1ST AMENDMENT TO CONSULTANT SERVICES AGREEMENT (CIP# FP24502) STRATEGIC GOAL: Safe, Sustainable & Healthy Community RECOMMENDATION: A. Receive presentation on the design options and provide direction to staff; B. Approve and authorize the City Manager to sign the First Amendment to the Consulting Services Agreement with Black O'Dowd and Associates, Inc. for design services; and C. Determine that the approval of the amendment to the design services agreement for the proposed Project is not subject to environmental review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Article 18 Section 15262. FINANCIAL IMPACT: The Fiscal Year 2023/24 Capital Improvement Program (CIP) includes sufficient budget from the Park Development Fund (Fund 262) for the Project. The City Council approved $362,300 for the original agreement with the Consultant. The First Amendment to the Agreement will increase the contract amount by $117,700, which brings the total not-to-exceed amount of the agreement to $480,000, as shown in the table below. The total contingency amount of $20,000 will only be used if unforeseen circumstances warrant a contract change order. 7.1 Packet Pg. 84 Heritage Park Renovation Phases 1 and 2 (Design) (CIP# FP24502) Budget Encumbrance/ Expenses Balance Park Development Fund $500,000 $500,000 Consultant Services for Design ($362,300) $137,700 First Amendment to Consultant Services for Design ($117,700) $20,000 Contingency (20,000) $0 Balance $0 BACKGROUND: On October 3, 2023, the City Council approved a consulting services agreement with Black O'Dowd and Associates, Inc. (Consultant) to prepare final design and construction drawings for the Heritage Park and Community Center Renovation Project Phases 1 and 2 (CIP# FP24502). In a City Council Study Session on February 20, 2024, Council Members reviewed the design concepts for the Project. It was the consensus of the City Council to proceed with Option B for the Community Center building and Option B for the shade structures. Community Center Option B is intended to elevate the facility beyond its current level providing a greater value to the community and includes the following features: • Adds approximately 1,200 square feet of new floor area and reconfigures approximately 1,200 square feet of existing floor area representing an approximate 55% increase in the existing building size. • Adds a new entrance space. • Expand the catering kitchen, along with a new separate kitchen storage area. • Adds a new second office (in addition to the existing office) that can be used for activities, one-on-one meetings with parents and other administrative purposes. • Adds new ADA-compliant indoor restrooms and janitorial closet. • Converts the existing restrooms to additional storage space. • Removes the existing outdoor detached restroom building replacing it with a new ADA-compliant attached outdoor restroom. • Expands the existing activity room by removing the existing toddler restroom and relocating it to the new attached outdoor restroom building (with exclusive interior access). Shade Structure Option B includes the following features: • Architectural design inspired by the City’s windmill theme. • Adds approximately 1,000 square feet of new shaded area highlighting the entrance to the Community Building. • Adds approximately 2,150 to 2,300 square feet of new shaded patio area on the rear and side of the existing community room. 7.1 Packet Pg. 85 Comments received at the Study Session included: • Explore options to expand and add more indoor/outdoor access to the community room in the Community Center building. • Consider blending Site Plan Options A and B to provide a more usable picnic area and realign the basketball court to better take advantage of existing site conditions. • Provide additional design concepts for the playground theme and equipment for further consideration. ANALYSIS: Based on the comments received from the City Council at the February 20th Study Session, the following has been developed, as provided in Attachment 1. Building Floor Plan The project team reassessed the feasibility of expanding the community room using the Option B floor plan selected by the City Council. The assessment concluded that due to the foundation, structural, and roofing system s of the existing building, such expansion would be infeasible and cost-prohibitive without significant demolition and reconstruction of the building. Therefore, no further expansion of the community room footprint is proposed. However, new pedestrian doors and windows have been added to the west wall of the community room to further enhance indoor/outdoor accessibility and connection between the room and the back patio, which will be covered by the new shade structure in the back (south and west) of the building. Further improvements have also been proposed for the catering kitchen expansion and its associated storage room. Site Plan Layout The picnic and barbecue area has been redesigned to include a more functional picnic area that is less linear and the basketball court has been realigned to better take advantage of existing site conditions, drainage and providing for additional perimeter landscaping. Playground Equipment Two new design concepts have been developed for the playground. Concept #3 offers a modernized approach to the City's equestrian ranch history by having cutouts of the historic windmill and the distinctive view of Diamond Bar's rolling hills. This design boosts the user's play experience by increasing the play opportunities and focusing on the interactive features. Playground users have two options to access the playground: a ramp from the sidewalk or access from the woodchips into the play 7.1 Packet Pg. 86 equipment. The playground is intended to have playground wood chips for the entire play experience. The playground features bucket swings, a rotating play feature, and an interactive touch panel. The playground also features ranch-style play structure canopies, and the overall theme's colors resemble a soothing lagoon in the countryside. These interactive touch panels could feature ranch atmospheric sounds, such as a cattle bell. Perimeter play features also include a modern playhouse and wood-themed stepper elements. Concept #4 plays directly into the architectural theme and the City's Arabian horse ranch history. This equestrian beginning marks the start of this City's origin , and the design follows the city's transition into the modernized city it is now. The windmill stands as the City's remaining historic monument and this design plays homage to Diamond Bar's history by incorporating a distinctive windmill play piece at the top of the 5 -12 play structure. Playground users have two options to access the playground: a ramp from the sidewalk or access from the woodchips into the play equipment. The playground is intended to have playground wood chips for the entire play experience. The playground also features a climbable tractor, a rocky terrain, a horse stable, ranch-style play structure canopies, a modernized wooden net course, and play panels to enhance the user's experience. These play panels offer a fun opportunity for children of all ages, and the tractor is a unique climbing feature for simulated play. Perimeter play featu res include horse corral themes and wood-themed stepper elements. Probable Costs The (preliminary) probable cost estimate for the construction of this Project is $15M. This estimate is expected to change as the design work progresses and again after the Project goes through the construction bidding process. Furthermore, prior to construction, funding options need to be developed for consideration by the City Council as the Project moves forward through the final design process. Agreement Amendment The design work in the original agreement is focused on Phases 1 and 2 of the renovation work as defined in the original concept plans prepared and approved by the City Council in 2019. That concept did not include an addition to the Community Center building floor plan and a shade structure in front of the building, among other additions. Due to the additional work stemming from enhancing and improving the functionality of the building (e.g., new activity room, new storage and support room, new and upgraded kitchen area, new entry area, and shade structures), the Consultant proposed additional scope of work to what was included in the original agreement. A First Amendment is proposed for the Consultant’s agreement as provided in Attachment 2. ENVIRONMENTAL REVIEW: This project has been reviewed for compliance with the California Environmental Quality Act (CEQA). The approval of the amendment to Consultant Services Agreement for 7.1 Packet Pg. 87 design services is not subject to environmental review pursuant to Article 18 (Statutory Exemptions), Section 15262 of the CEQA Guidelines . No further environmental review is required. LEGAL REVIEW: The City Attorney has reviewed and approved the amended agreement as to form. PREPARED BY: REVIEWED BY: Attachments: 1. 7.1.a Second Review Designs 2. 7.1.b First Amendment to Agreement - unsigned 7.1 Packet Pg. 88 FFF FGFIGFIGFIGFIGFI GFI GFI GFIGFIGFI GFITTTSIDE WALK (N) SHADE STRUCTURE (N) SHADE STRUCTURE 24' - 0"40' - 0"25' - 10"16' - 8"19' - 6"22' - 8"5' - 0"7' - 2" 24' - 7" 26' - 6" ACTIVITY ROOM 13 MEN'S RESTROOM 15 RESTROOM 17 WOMEN'S RESTROOM 16 ELECTRICAL ROOM 14 COMMUNITY ROOM 4 STORAGE 11 OFFICE 12 STORAGE 5 OFFICE 6 WOMEN'S RESTROOM 9 MEN'S RESTROOM 8 KITCHEN 3 JANITOR 7 KITCHEN PANTRY 1812' - 9"31' - 2" 17' - 0"17' - 0"18' - 0"23' - 0"23' - 0"18' - 0"16' - 0" 12' - 8"11' - 11"7' - 10"38' - 1" 32' - 1"16' - 0"8' - 0"4' - 0"14' - 5"15' - 7"4' - 7"6' - 0"10' - 8"11' - 7"7' - 4"6' - 0"6' - 8"1' - 6" 1' - 3" 2' - 8" 2' - 10"2' - 10"4' - 1"1' - 0"2' - 10" 5' - 0" 1' - 6" 2' - 10" 2' - 10" 2' - 10" 5' - 0"4' - 10"1' - 6" 1' - 6" 20' - 0" 10' - 8" 26' - 6"8' - 0"24' - 6"13' - 4"13' - 4"18' - 9" Edward Lok Ng C-16840 REN.11/30/23LICENSEDARCHIT E CTSTA T E OF CA L IF O RNIAClient:Consultant:CAD Draft:Architect:Engineer:Job Number:Date Issue:Client:Designer:ArchitectureInteriorsPlanning1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method,in whole or part, is prohibited by written permission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, andvisual with them shall constitute prima facie eveidence of acceptance of these restrictions.3/29/2024 12:57:16 PMG:\Project Files\3065 Diamond Bar Heritage Park Renovation\01-Drawings\01-Revit\3-CD\3065 Diamond Bar Heritage Park Renovation03272024.rvt2900 BREA CANYON ROADDIAMOND BAR CA 92831A1.1 30502.6.24CITY DIAMOND BARDesignerAuthorCheckerHERITAGE PARK COMMUNITYCENTER50% SUBMITTALRENOVATION FLOOR PLAN ApproverNO.REVISIONDATEISSUEDSCALE: 3/16" = 1'-0"1 RENOVATION FLOOR PLAN N7.1.a Packet Pg. 89 9' - 1"Edward Lok Ng C-16840 REN.11/30/23LICENSEDARCHIT E CTSTA T E OF CA L IF O RNIAClient:Consultant:CAD Draft:Architect:Engineer:Job Number:Date Issue:Client:Designer:ArchitectureInteriorsPlanning1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method,in whole or part, is prohibited by written permission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, andvisual with them shall constitute prima facie eveidence of acceptance of these restrictions.3/29/2024 12:57:18 PMG:\Project Files\3065 Diamond Bar Heritage Park Renovation\01-Drawings\01-Revit\3-CD\3065 Diamond Bar Heritage Park Renovation03272024.rvt2900 BREA CANYON ROADDIAMOND BAR CA 92831A4.0 30502.6.24CITY DIAMOND BARDesignerAuthorCheckerHERITAGE PARK COMMUNITYCENTER50% SUBMITTALEXTERIOR ELEVATIONSApproverSCALE: 1/8" = 1'-0"1 EAST ELEVATION SCALE: 1/8" = 1'-0"2 NORTH ELEVATION SCALE: 1/8" = 1'-0"3 SOUTH ELEVATION SCALE: 1/8" = 1'-0"4 WEST ELEVATION NO.REVISIONDATEISSUED7.1.a Packet Pg. 90 Edward Lok Ng C-16840 REN.11/30/23LICENSEDARCHIT E C TST A T EOF CA L IFORNIAClient:Consultant:CAD Draft:Architect:Engineer:Job Number:Date Issue:Client:Designer:ArchitectureInteriorsPlanning1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method, in whole or part, is prohibited by writtenpermission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, and visual with them shall constitute prima facie eveidence of acceptance of these restrictions.2/8/2024 2:34:12 PMG:\Project Files\3065 Diamond Bar Heritage Park Renovation\01-Drawings\01-Revit\1-Schematic\3065 Diamond Bar Heritage Park Renovation- Design Options 2_V2.rvt2900 BREA CANYON ROADDIAMOND BAR CA 92831C 30502.6.24CITY DIAMOND BARDesignerAuthorCheckerHERITAGE PARK COMMUNITYCENTERCONCEPT PLAN OPTION 'A'RENDERINGS 1 ApproverNO.REVISIONDATEISSUEDFRONT SHADE STRUCTURE OPTION BCOMMUNITY CENTER 7.1.a Packet Pg. 91 'C'CAPRIL 2nd 2024 7.1.a Packet Pg. 92 Client: Consultant: CAD Draft: Architect: Engineer: Job Number: Date Issue: Client: Designer:Architecture Interiors Planning 1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900 These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method, in whole or part, is prohibited by writtenpermission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, and visual with them shall constitute prima facie eveidence of acceptance of these restrictions. 2900 BREA CANYON ROAD DIAMOND BAR CA 92831 Designer Author Checker HERITAGE PARK COMMUNITY CENTER CONCEPT PLAN OPTION 'B' Approver NO.REVISION DATE ISSUEDDVD@dvolzdesign.comAPRIL 2nd 2024PLAYGROUND CONCEPT #3 DESIGN NARRATIVEThe third concept for heritage park offers a modernized approach to the City's equestrian ranch history by having cutouts of the historic windmill and the distinctive view of Diamond Bar's rollinghills. This design boosts the user's play experience by increasing the play opportunities and focusing on the interactive features. Playground users have two options to access the playground: aramp from the sidewalk or access from the woodchips into the play equipment. The playground is intended to have playground wood chips for the entire play experience.The playground features bucket swings, a rotating play feature, and an interactive touch panel. The playground also features ranch style play structure canopies, and the overall theme's colorsresemble a soothing lagoon by the countryside. These interactive touch panels could feature ranch atmospheric sounds, such as a cattle bell. Perimeter play features also include a modernplayhouse and wood themed stepper elements. This concept would offer a fun unique play experience for the residents of Diamond Bar.3 7.1.aPacket Pg. 93 Client: Consultant: CAD Draft: Architect: Engineer: Job Number: Date Issue: Client: Designer:Architecture Interiors Planning 1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900 These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method, in whole or part, is prohibited by writtenpermission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, and visual with them shall constitute prima facie eveidence of acceptance of these restrictions. 2900 BREA CANYON ROAD DIAMOND BAR CA 92831 Designer Author Checker HERITAGE PARK COMMUNITY CENTER CONCEPT PLAN OPTION 'B' Approver NO.REVISION DATE ISSUEDDVD@dvolzdesign.comAPRIL 2nd 20243 7.1.aPacket Pg. 94 Client: Consultant: CAD Draft: Architect: Engineer: Job Number: Date Issue: Client: Designer:Architecture Interiors Planning 1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900 These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method, in whole or part, is prohibited by writtenpermission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, and visual with them shall constitute prima facie eveidence of acceptance of these restrictions. 2900 BREA CANYON ROAD DIAMOND BAR CA 92831 Designer Author Checker HERITAGE PARK COMMUNITY CENTER Approver NO.REVISION DATE ISSUED CONCEPT PLAN OPTION 'A'DVD@dvolzdesign.comAPRIL 2nd 2024PLAYGROUND CONCEPT #4 DESIGN NARRATIVEThe fourth concept for heritage park plays directly into the architectural theme and the City's Arabian horse ranch history. This equestrian beginning marks the start of this City's origin and ourdesign follows the city's transition into the modernized city it is now. The windmill stands as the City's remaining historic monument and this design plays homage to Diamond Bar's history byincorporating a distinctive windmill play piece at the top of the 5-12 play structure. Playground users have two options to access the playground: a ramp from the sidewalk or access from thewoodchips into the play equipment. The playground is intended to have playground wood chips for the entire play experience.The playground also features a climbable tractor, a rocky terrain, and a horse stable. The playground also features ranch style play structure canopies, a modernized wooden net course, and playpanel to enhance the user's experience. These play panels offers a fun opportunity for children of all ages, and the tractor is an unique climbing feature for simulated play. Perimeter play featuresinclude horse corral themes and wood themed stepper elements. This concept would offer a fun unique play experience for the residents of Diamond Bar.4 7.1.aPacket Pg. 95 Client: Consultant: CAD Draft: Architect: Engineer: Job Number: Date Issue: Client: Designer:Architecture Interiors Planning 1511 Cota Ave. Long Beach, CA 90813 Tel. 562-912-7900 These drawings and accompanying, as instruments of service, are the exclusive property of the Architect and their use and publication shall be restricted to the original site for which they were prepared. Re-use, reproduction or publication by any method, in whole or part, is prohibited by writtenpermission from the Architect. Title to these plans and specifications shall remain with the Architect without prejudice, and visual with them shall constitute prima facie eveidence of acceptance of these restrictions. 2900 BREA CANYON ROAD DIAMOND BAR CA 92831 Designer Author Checker HERITAGE PARK COMMUNITY CENTER Approver NO.REVISION DATE ISSUED CONCEPT PLAN OPTION 'A'DVD@dvolzdesign.comAPRIL 2nd 20244 7.1.aPacket Pg. 96 1450826.1 FIRST AMENDMENT TO CONSULTANT SERVICES AGREEMENT This First Amendment to Consultant Services Agreement (“First Amendment”) is made and entered into as of April 16, 2024, by and between the City of Diamond Bar, a municipal corporation ( “City”), and Black O’Dowd and Associates, Inc., a California corporation, (herein referred to as the “Consultant”) with reference to the following: A. The City and the Consultant entered into that certain Consultant Services Agreement dated as of October 3, 2023, which is incorporated herein by this reference (the “Original Agreement”); and B. The City and the Consultant desire to amend the Original Agreement to modify, amend and supplement certain portions thereof. NOW, THEREFORE, the parties hereby agree as follows: 1. Defined Terms. Except as otherwise defined herein, all capitalized terms used herein shall have the meanings set forth for such terms in the Original Agreement. 2. Revised Scope of Services. The Scope of Services, Exhibit "A" to the Original Agreement, is hereby amended, modified and supplemented to include the services described on Exhibit "A" attached hereto and incorporated herein by this reference. 3. Term. The Term of the Original Agreement as set forth in Section 2 therein is from October 3, 2023 until all work defined within the Scope of Services is completed unless earlier terminated. This First Amendment does not extend the overall Term. 4. Compensation. The total not-to-exceed compensation set forth in Section 3 of the Original Agreement was the sum of Three Hundred Sixty-Two Thousand, Three Hundred Dollars and Zero Cents ($362,300.00). Section 3 of the Original Agreement is hereby amended to provide for an increase of One Hundred Seventeen Thousand, Seven Hundred Dollars and Zero Cents ($117,700.00) so that the total not-to-exceed compensation, as amended by this First Amendment shall not exceed Four Hundred Eighty Thousand Dollars and Zero Cents ($480,000.00) without the prior authorization of the City. 5. Integration. This First Amendment and all attachments hereto (if any) integrate all of the terms and conditions mentioned herein, and supersede all negotiations with respect hereto. This First Amendment amends, as set forth herein, the Original 7.1.b Packet Pg. 97 1450826.1 Agreement and except as specifically amended hereby, the Original Agreement shall remain in full force and effect. To the extent that there is any conflict or inconsistency between the terms and provisions of this First Amendment and the terms and provisions of the Original Agreement, the terms and provisions of this First Amendment shall control. IN WITNESS hereof, the parties enter into this First Amendment on the year and day first above written. “CONSULTANT” “CITY” Black O’Dowd and Associates, Inc. CITY OF DIAMOND BAR *By: By: Printed Name: Dan Fox, City Manager *By: ATTEST: Printed Name: Title: Kristina Santana, City Clerk APPROVED AS TO FORM: Omar Sandoval, City Attorney *NOTE: If Consultant is a corporation, the City requires the following signature(s): -- (1) the Chairman of the Board, the President or a Vice-President, AND (2) the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office, please so indicate. OR -- The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolution, certified by the Secretary close in time to the execution of the Agreement, must be provided to the City. 7.1.b Packet Pg. 98 1450826.1 EXHIBIT “A” ADDITIONAL SCOPE OF SERVICES [Behind this page.] 7.1.b Packet Pg. 99 1511 Cota Avenue Long Beach, CA 90813 Telephone: 562-912-7900 Telephone: 310-832-2681 www.boaarchitecture.com Nicholas Delgado and Hal Ghafari March 28, 2024 City of Diamond Bar, Public Works Re: Extra Fee for Additional Architectural-Engineering Services for Bigger Building & Structure Diamond Bar Heritage Park Renovation Now that the Schematic Design has been submitted and mostly accepted by the City Council, we wish to reconcile our Scope of Work with our Fee. We are requesting an Extra Fee for the additional Scope of Work that shown on Option B for the Community Center building. The additional scope is that the building grew bigger by an additional 1200sf, and a front entry shade structure was added. As you may recall, the original scope was that the building addition on the East side would only include a renovated kitchen, storage and new interior restrooms. Now, the building addition will include a brand new and bigger kitchen with greater functionality, kitchen storage, and restrooms, along with new park offices, janitor room, and community room storage. The original scope included only a simple shade structure in the back of the Community Center (facing the park). We now include a large shade structure in front of the building with a tall iconic entry tower, symbolic of the City’s historic windmill. The new shade structure in the back of the building is designed to appear compatible and complimentary, with similar heavy timber framing as the front. The shade structure in the front will be ideal to serve the many kids who wait at the front of the Community Center to be picked up by their parents. And in the back, the new expansive shade structure will expand the use of the large community room from the indoor to the shaded outdoor. Additionally, it will provide shaded picnicking and encourage other large outdoor gatherings. We want to also include 3 additional fees. One for added survey work needed by our Surveyor/Civil Engineer, DMS, Surrender Dewan. This fee is $2500 for DMS + 15% markup = $2900. The City provided land survey was not completely adequate and DMS had to do additional surveyor work to allow the landscape architect to design their site plan overlay. Secondly, the City provided past soils reports for the Heritage Park site, but were not adequate for structural engineering, and percolation needs. We will need to procure additional test boring under the building expansion and additional test pits under the future bio-swale locations. See attached geotechnical fee proposal from ASE. We had previously indicated in the original fee proposal that this additional geotechnical fee would be $10,000. Thirdly, because the original Community Center drawings could not be found, we will need to do destructive testing (scanning, coring, digging) to verify the composition of the existing CMU walls and foundations. This will enable our structural engineer to justify new roof loading onto the existing CMU walls and foundations. The fee is $15,385 for DeepScan + 15% markup = $17,700. See attached destructive testing fee proposal from DeepScan. This extra fee is based on amount of time we estimate that it will take to refine and to complete the added scope, and secondly, a percentage of the construction cost. For the time we estimate will take to complete the added scope, we have attached a spreadsheet showing the amount of time and cost to complete each task. See attached spreadsheet. We are requesting an Extra Fee of $117,700 for the additional scope stated above. If approved, the overall project design fee will now be $362,300 Original Fee + $117,700 Extra Fee = $480,000 total overall fee . However, we wish to reconcile the Scope of Work with our Fee before we get too far into the Construction Document phase of design. If you have any questions, please do not hesitate to contact me personally at (310) 480 -7730 cell. BOA Architecture Edward Lok Ng, Architect, LEED AP, President 7.1.b Packet Pg. 100 Extra Design Fee City of Diamond Bar Heritage Park Renovation date: March 28, 2024 Construction Cost Est: $9 million for: City of Diamond Bar, Nicholas Delgado, Hal Ghafari prepared by: BOA Architecture, Edward Lok Ng HOURS UNIT HR RATE COST TOTAL BOA'S PRE-DESIGN 0 BOA'S SCHEMATIC DESIGN 0 SUB-CONSULTANTS and EXPENSES aerial and topo. survey 2,900 civil engineering 0 landscape architect; include 2 community outreach meeting at no charge.0 structural engineering 18,000 electrical engineering; for building, and site 16,000 mechanical engineering 10,000 plumbing engineering 4,500 acoustical engineering 0 AV (audio-visual) technology 0 supplemental geotechnical & percolation testing/report 10,000 destructive testing; scan,coring, digging, to verify CMU walls, foundations 17,700 photocopies, large size prints, travel, delivery 200 79,300 BOA'S CONSTRUCTION DOCUMENTS refinement of floor plan, exterior elevations, interior design 60 hrs 150 9,000 project management, coordinate w Client, consultants 30 hrs 150 4,500 CADD-3D 100 hrs 100 10,000 building-safety submittal, corrections 20 hrs 100 2,000 cost estimate 4 hrs 150 600 specs 8 hrs 150 1,200 quality control 30 hrs 150 4,500 meetings 10 hrs 150 1,500 33,300 BOA'S CONSTRUCTION SUPPORT project management, coordinate w Client, consultants 0 hrs 150 0 RFI, submittals 30 hrs 150 4,500 meetings 0 hrs 150 0 CADD-3D 6 hrs 100 600 5,100 TOTAL EXTRA FEE:$117,700 7.1.b Packet Pg. 101 2860 Walnut Avenue, Signal Hill CA 90755 * Tel: (562) 426 -7990 * Fax: (562) 426 -1842 March 4, 2024 Proposal No. P24-037 BOA Architecture 1511 Cota Avenue Long Beach, California 90813 Attention: Edward Lok Ng Subject: Proposal of Geotechnical Consulting and Engineering Services and Percolation Testing Proposed Heritage Park Improvements 2900 South Brea Canyon Road City of Diamond Bar, California References: 1. Report entitled, “Preliminary Geotechnical Interpretive Report, Proposed Heritage Park Improvements, 2900 South Brea Canyon Road, City of Diamond Bar, Los Angeles County, California,” Project No. 18725-10, dated August 3, 2019, prepared by CW Soils. 2. Report entitled, “Infiltration System Design Interpretive Report, Proposed Heritage Park Improvements, 2900 South Brea Canyon Road, City of Diamond Bar, Los Angeles County, California,” Project No. 18725-10, dated August 6, 2019, prepared by CW Soils. 3. Report entitled, “Preliminary Geotechnical Investigation for the Proposed New Community Center, Heritage Park, City of Diamond Bar, Los Angeles County, California,” Project No. 291164-11, dated June 19, 1992, prepared by Leighton and Associates, Inc. 4. Plan entitled, “Heritage Park Community Center, Concept Plan Option ‘A’, 2900 Brea Canyon Road, Diamond Bar, CA 92831”, dated February 6, 2024, prepared by BOA Architecture, Inc and David Volz Design. Ladies and Gentlemen, In accordance with your request by on March 4, 2024, Associated Soils Engineering, Inc. (ASE) is privileged to submit this fee proposal for the performance of geotechnical consulting and engineering services for the proposed community center addition, landscaping, infiltration system and site improvements (the Improvements) to be located at Heritage Park, e.g. 2900 South Brea Canyon Road, in the City of Diamond Bar, California. This proposal has been prepared based on: 1) ASE’s review of the provided project information, in particular References 1 through 4 listed above, 2) ASE’s past experience with similar projects in the vicinity of the Site, 3) ASE’s review of area geologic literature relevant to the Site. SCOPE OF GEOTECHNICAL CONSULTING & ENGINEERING Based on ASE’s understanding of the proposed works and review of the references, the following is ASE’s proposed scope of services and estimated budgets: BY E-MAIL ONLY 7.1.b Packet Pg. 102 ASSOCIATED SOILS ENGINEERING, INC. Proposal No.: P24-037 2860 Walnut Avenue, Signal Hill CA 90755 March 4, 2024 Tel: (562) 426 -7990 * Fax: (562) 426 -1842 Page 2 a. Performance of site reconnaissance to identify site features that might impact the proposed geotechnical investigation, and to mark four (4) suitable locations for the ensuing exploratory drilling, followed by 72-hour notification to the Underground Service Alert (USA). b. Review of publicly available geotechnical, geological and seismological data and literature relevant to the Site, in particular References 1 and 2. The preliminary review of CGS’s seismic hazard map pertinent to the Site indicates that the Site is located within liquefaction hazard zone. c. Excavation, sampling and logging of two (2) exploratory hand auger boring extending to maximum depths of up to 15 feet below the existing ground surface to determine general subsurface conditions and to delineate any other soil and geologic parameters that may affect the proposed development. Existing slabs or pavements will be patched with cold patch asphalt or rapid set concrete where applicable. d. Excavation of two (2) shallow test boring to five (5) feet deep for percolation testing. If the Project Civil Consultant prefers specific areas on-site for future stormwater LID system installation, ASE will locate the percolation test holes in those specific areas once such information is available to ASE prior to our field investigation. ASE proposes to advance the percolation test holes with hand auger on the same day when performing geotechnical field investigation aforementioned under Item c above, followed by performing field percolation tests in the test holes utilizing water from a ASE- transported water tank, in accordance with the Los Angeles County procedures modified to test the cross sectional zone of typical soils within the level of anticipated storm water infiltration (e.g. approximately 1 foot to 5 feet below existing grade). The results of field percolation testing will be based upon for the calculation of the allowable design infiltration rates. e. Performance of geotechnical laboratory testing for the determination of soil’s classification, gradation, in-situ density/moisture, maximum dry density/optimum moisture content of soil materials encountered during site investigation to provide basis for subsequent engineering analyses. f. Performance of geotechnical evaluations and analyses based on field findings and laboratory test data, followed by assembly of recommendations for pertinent design parameters and construction criteria for remedial grading, foundations, slabs, ancillary improvements, pavements, and utilities, in compliance with pertinent 2022 CBC and Couty of Riverside requirements. g. Preparation of a Report of Geotechnical Investigation (the Soils Report) presenting our findings, conclusions and recommendations, which includes, but not limited to, site subsurface soils conditions and stratification, groundwater depth, geologic and seismic hazard assessment and mitigation, data and results obtained from field investigation and laboratory testing, remedial grading criteria, design and construction parameters of temporary excavation and shoring, building foundation, slab-on-grade, pavements, and utility trenches. The Soils Report will also address the 7.1.b Packet Pg. 103 ASSOCIATED SOILS ENGINEERING, INC. Proposal No.: P24-037 2860 Walnut Avenue, Signal Hill CA 90755 March 4, 2024 Tel: (562) 426 -7990 * Fax: (562) 426 -1842 Page 3 geotechnical parameters related to site infiltration feasibility including log of the percolation boring and calculation of the allowable design infiltration rate. Estimated Budget The estimated budget for the proposed geotechnical services is tabulated below: Item Rate Hr / Ea. Sum Sub-total’s a. Site Marking, Notification to Dig Alert & Literature Review Staff Engineer/Geologist $180.00 3 $540.00 Project Engineer/Geologist – Review of References 1 through 4 $200.00 4 $800.00 $1,340.00 b. Field Exploration Hand Auger Team, drilling and sampling. Includes equipment, materials b $300.00 8 b $2,400.00 Travel, mobilization (Regular Rate, hand auger crew) $190.00 2 $380.00 $2,780.00 c. Percolation Testing Field Technician, Percolation Testing $145.00 8 b $1,160.00 Percolation Testing Supplies $300.00 LS $300.00 Travel, mobilization (Regular Rate, Field Technician) $95.00 2 $190.00 $1,650.00 d. Laboratory Testing $95.00 10 $950.00 $950.00 e. Analysis and Report Preparation Project Engineer/Geologist $200.00 4 $800.00 Staff Engineer/Geologist $180.00 12 $2,160.00 Drafting & Office Services $95.00 3 $285.00 $3,245.00 a. Inclusive of travel time. b. Prevailing wage rate. Total $9,965.00 Please note that ASE's geotechnical services will not include any evaluation or assessment of hazardous or toxic materials which may or may not exist on or beneath the Site. ASE does not consult in the field of potential site contamination/mitigation. If one or more of the following conditions becomes applicable: a) the scope of services is incorrect; b) additional reports are requested for individual buildings/improvements; or c) design changes are made either in your office, by governmental agencies, or by the other design consultants that require additional work and effort, the estimated budget could increase. However, ASE will not perform any additional services without communication with the Client and is subject strictly to the Client’s written authorization. ASE is prepared to begin the geotechnical services immediately upon receipt of your signed authorization and professional retainer, if applicable. Time Frame ASE is prepared to begin the geotechnical investigation immediately upon receipt of your signed authorization and professional retainer, if applicable. We anticipate that field exploration would be 7.1.b Packet Pg. 104 ASSOCIATED SOILS ENGINEERING, INC. Proposal No.: P24-037 2860 Walnut Avenue, Signal Hill CA 90755 March 4, 2024 Tel: (562) 426 -7990 * Fax: (562) 426 -1842 Page 4 completed within two (2) weeks following the clearance of the 72-hour notification to the Underground Service Alert, assuming no significant delay due to weather, site accessibility, permit clearance or changes in scope. Laboratory testing, analysis, and report preparation would require four to six (4 ~ 6) weeks following the completion of site exploration. However, verbal or written input of preliminary geotechnical information of the site could be available twelve (12) working days after completion of site exploration. CLOSURE The fees for the proposed geotechnical services would be invoiced monthly on a time and material basis as per the attached January 2024 Fee Schedule. Please be reminded that, unless otherwise agreed by both parties, the above fee estimates will be honored by ASE for a period of six (6) months from the proposal date. Should the authorization not be received by ASE within the 6-month period, ASE reserves the right of reviewing/revising the above fee estimate when necessary. Attached is a Standard Short Form Agreement (“Agreement”) covering our proposed services. If the services are awarded to ASE and the Agreement is acceptable to you, please have one (1) copy of the Agreement executed and return them to us along with the requested professional retainer, if applicable. Your assent to our performing services prior to execution of a mutually acceptable contract constitutes your agreement that the terms of the attached Agreement shall control until such a definitive contract is executed by both parties. We appreciate the opportunity to submit this proposal. If there are any questions or you need clarification, please contact us at (562) 426-7990. Respectfully submitted, Associated Soils Engineering, Inc. Torin Ng, EIT Project Engineer Attachment: January 2024 Fee Schedule Distribution: (1) PDF copy to addressee via e-mail: lok.ng@boaarchitecture.com 7.1.b Packet Pg. 105 DeepScan, INC. 4071 E. La Palma Avenue, Suite D Anaheim, CA 92807 (714) 632-7395 Fax (714) 632-7451 March 24, 2024 - Revised Lok Ng Via email: lok.ng@boaarchitecture.com BOA Architecture 1511 Cota Avenue Long Beach CA 90813 Project: Heritage Park Community Center 2900 Brea Canyon Road Diamond Bar, CA 92831 DeepScan, Inc. is pleased to submit this proposal to provide ground penetrating radar scanning and coring for the above referenced project during regular working hours. These are regular rates and are not prevailing wage rates. Investigation Objectives: CMU wall footing - Determine footing size o Width and depth o Assumed length (wall length) - Determine typical reinforcing bar spacing - Reinforcing bar size(s) - Two (2) PSI test cores of concrete footing CMU walls - Determine vertical and horizontal reinforcing bar pattern - Determine vertical and horizontal reinforcing bar size(s) - Determine if cells are grouted - Eight (8) 6” cores for o Eight (8) PSI test cores of CMU face o Eight (8) PSI test cores of CMU grout Scope of Work: ➢ Ground penetrating radar scanning as follows: o Eight (8) 8’ x 8’ interior CMU wall areas to determine reinforcing bar pattern and if cells are grouted o Eight (8) 2’ x 2’ interior CMU wall areas to locate best areas for 6” diameter PSI test cores o One (1) 3’ wide x footing width to determine reinforcing bar pattern and best are for two (2) 2” x 6” PSI test cores 7.1.b Packet Pg. 106 ➢ Ground penetrating radar scanning stipulations: o Area must be clear of any obstructions and flat o Radar machine cannot see within 3” of any obstruction including walls, equipment, track etc. o Radar machine can see a maximum depth of 10” – 12” from face of scan surface ▪ Cannot see through waterproofing, roofing material, drywall, voids between slabs or walls, etc. ▪ Antenna needs direct access to the concrete scanning surface ▪ If wall thickness exceeds 12” DeepScan may need access to the backside of the wall to scan, client will need to spot and mark core locations on backside of wall and provide scanning access ➢ Ground penetrating utility scanning prior to excavation within planter area ➢ Utility machine below grade scanning stipulations: o Area must be clear of any obstructions and flat o Utility machine cannot see within 3’ of any obstruction including walls, equipment, curbs, etc. o GPR cannot detect clay or plastic pipes o Utility machine can see a maximum depth of 10’ in ideal conditions, however this will be determined once DeepScan, Inc. begins scanning o To determine utility type DeepScan, Inc. will need direct access to connect to utility pipe for tracing ▪ Without direct connection from origin of utility DeepScan, Inc. cannot determine utility type through GPR alone ▪ DeepScan, Inc. is not accountable for any utilities without a direct point of connection for tracing purposes ➢ Located targets will be marked directly on the scanned surface for contractor’s immediate use o Must hand dig 2’ within any direction of marked utility as depths are approximate o If spray paint is not permitted DeepScan must be notified prior to scheduling ➢ Excavation of one (1) 3’ x 3’ x depth of footing area to take footing measurements and complete coring o Includes excavation (hand-dug), temporary protection at excavated area for two (2) days, backfill and compaction ➢ Coring the following: o Eight (8) 6” CMU test cores through front block face and grout o Eight (8) 4” cores, chipped and expose two (2) reinforcing bars to determine size on CMU wall ▪ Reinforcing bars will not be damaged during this process o Two (2) 2” x 4” test cores into concrete footing o One (1) 4” core, chipped and expose for rebar size in footing ➢ Patch-back of nineteen (19) core locations with non-shrink grout, will not match finishes ➢ Coring stipulations: o Working area to be clear of debris o Power for core drilling needs to be provided onsite in form of either a spider box or two (2) separate household power sources 7.1.b Packet Pg. 107 o Coring stand-by time will be billed hourly for operator and laborer o Any delays caused by access issues to proposed core locations will affect the above budget and be billed accordingly ▪ These costs will be incurred at client’s expense o DeepScan, Inc. is not responsible for any reinforcement, conduits, pipes, etc. that are cut during coring process in areas that are not scanned ➢ Laboratory testing of eighteen (18) cores to determine PSI ➢ Summary report of findings ➢ Work to be performed Monday through Friday during regular working hours beginning at 6 am Estimated Schedule; Day One - Utility scanning for footing excavation and radar scanning of CMU walls - Excavation of footing - Temporary protection at exposed footing Day 2 - Radar scanning of existing footing - Core drilling of footing and CMU walls - Temporary protection at exposed footing Day 3 - Core drilling of CMU walls - Patch-back of footing and CMU wall core locations - Backfill and compaction of excavated footing Cost Breakdown: Ground penetrating radar Utility scanning, four (4) hour minimum = $660.00 Radar scanning, eight (8) hours = $1,120.00 - Two (2) roundtrips, travel & mileage = $510.00 Excavation, Backfill and Patch Back - Labor, material, two (2) roundtrips, travel and mileage = $6,775.00 Coring Core drill operator, sixteen (16) hours = $2,720.00 - Two (2) roundtrips, travel & mileage = $510.00 PSI Test Cores -Eight (8) CMU face PSI test cores = $1,600.00 -Eight (8) CMU grout PSI test cores = $600.00 - Two (2) concrete PSI test cores = $130.00 - Laboratory pick-up fee = $10.00 Supervision = $500.00 Final Report = $250.00 Budget Cost: = $15,385.00 7.1.b Packet Pg. 108 7.1.bPacket Pg. 109