HomeMy WebLinkAbout2022/03/01 Post-Meeting Agenda Packet
REGULAR MEETING OF THE CITY COUNCIL
**POST AGENDA**
Date:March 1, 2022, 5:00 p.m.
Location:Council Chambers, 276 Fourth Avenue, Chula Vista, CA
View the Meeting Live in English & Spanish: chulavistaca.gov/councilmeetings
AT&T U-verse ch. 99 (San Diego County) & Cox ch. 24 (Chula Vista) in English only
Welcome to your City Council Meeting
PUBLIC COMMENTS: Public comments may be submitted to the City Council in the following ways:
In-Person. The community is welcome to make public comments at this City Council meeting. Masks
or face coverings are required, regardless of vaccination status. Comments via eComment
(instructions below) are encouraged.
•
Submit an eComment: Visit www.chulavistaca.gov/councilmeetings, locate the meeting and click the
comment bubble icon. Select the item and click "Leave Comment." eComments can be submitted
until the conclusion of public comments for the item and are viewable online upon submittal. If you
have difficulty submitting eComments, email comments to: cityclerk@chulavistaca.gov
•
HOW TO WATCH: Live stream is available at www.chulavistaca.gov/councilmeetings. To switch the video to
Spanish, please click on "ES" in the bottom right hand corner. Meetings are available anytime on the City's
website (English and Spanish).
ACCESSIBILITY: Individuals with disabilities or special needs are invited to request modifications or
accommodations to access and/or participate in a City meeting by contacting the City Clerk’s Office at
cityclerk@chulavistaca.gov or (619) 691-5041 (California Relay Service is available for the hearing impaired
by dialing 711) at least forty-eight hours in advance of the meeting.
SPEAKER TIME LIMITS: The time allotted for speakers may be adjusted by the Mayor.
- Five minutes* for specific items listed on the agenda
- Three minutes* for items NOT on the agenda (called to speak during Public Comments)
- A group of individuals may select a spokesperson to speak on their behalf on an agenda item, waiving
their option to speak individually on the same item. Generally, five minutes are allotted per person, up to
a limit of 30 minutes, although the limits may be adjusted. Members of the group must be present.
*Individuals who use a translator will be allotted twice the amount of time.
GETTING TO KNOW YOUR AGENDA
Agenda Sections:
CONSENT CALENDAR items are routine items that are not expected to prompt discussion. All items are
considered for approval at the same time with one vote. Councilmembers and staff may request items be
removed and members of the public may submit a speaker slip if they wish to comment on an item. Items
removed from the Consent Calendar are discussed after the vote on the remaining Consent Calendar items.
PUBLIC COMMENT provides the public with an opportunity to address the Council on any matter not listed on
the agenda that is within the jurisdiction of the Council. In compliance with the Brown Act, the Council cannot
take action on matters not listed on the agenda.
PUBLIC HEARINGS are held on matters specifically required by law. The Mayor opens the public hearing and
asks for presentations from staff and from the proponent or applicant involved (if applicable) in the matter
under discussion. Following questions from the Councilmembers, the Mayor opens the public hearing and
asks for public comments. The hearing is closed, and the City Council may discuss and take action.
ACTION ITEMS are items that are expected to cause discussion and/or action by the Council but do not
legally require a Public Hearing. Staff may make a presentation and Councilmembers may ask questions of
staff and the involved parties before the Mayor invites the public to provide input.
CLOSED SESSION may only be attended by members of the Council, support staff, and/or legal counsel. The
most common purpose of a Closed Session is to avoid revealing confidential information that may prejudice
the legal or negotiating position of the City or compromise the privacy interests of employees. Closed
sessions may be held only as specifically authorized by law.
Council Actions:
RESOLUTIONS are formal expressions of opinion or intention of the Council and are usually effective
immediately.
ORDINANCES are laws adopted by the Council. Ordinances usually amend, repeal or supplement the
Municipal Code; provide zoning specifications; or appropriate money for specific purposes. Most ordinances
require two hearings: an introductory hearing, generally followed by a second hearing at the next regular
meeting. Most ordinances go into effect 30 days after the final approval.
PROCLAMATIONS are issued by the City to honor significant achievements by community members,
highlight an event, promote awareness of community issues, and recognize City employees.
2022/03/01 City Council Post Agenda Page 2 of 312
Pages
1.CALL TO ORDER
2.ROLL CALL
3.PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
4.SPECIAL ORDERS OF THE DAY
4.1.COVID-19 Update by the City of Chula Vista Emergency Services Manager
Marlon King
10
4.2.Presentation of a Proclamation Proclaiming March 7, 2022 as COVID-19 Victims
Memorial Day in the City of Chula Vista
4.3.Recognition of the Crusaders Football Team from Chula Vista Mater Dei High
School for Winning the 2021 State Division 2-AA Championship
5.CONSENT CALENDAR (Items 5.1 through 5.11)
All items listed under the Consent Calendar are considered and acted upon by one
motion. Anyone may request an item be removed for separate consideration.
RECOMMENDED ACTION:
Council approve the recommended action on the below consent calendar items.
5.1.Approval of Meeting Minutes 20
RECOMMENDED ACTION:
Approve the minutes dated: July 13, 2021.
5.2.Waive Reading of Text of Resolutions and Ordinances
RECOMMENDED ACTION:
Approve a motion to read only the title and waive the reading of the text of all
resolutions and ordinances at this meeting.
5.3.Consideration of Request for Excused Absences
RECOMMENDED ACTION:
Consider requests for excused absences as appropriate.
5.4.First-Time Homebuyer Program: Authorize City Manager to Execute Agreement
Between the City of Chula Vista and the San Diego Housing Commission for the
Management and Implementation of a First-Time Homebuyer Program and
Appropriate Funds for that Purpose
32
Report Number: 22-0038
Location: No specific geographic location
Department: Development Services
Environmental Notice: This activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act (“CEQA”) State Guidelines;
therefore, pursuant to State Guidelines 15060 (c)(3) no environmental review is
required. Under the National Environmental Policy Act (“NEPA”), the activity
qualifies for a Categorical Exclusions Not Subject to §58.5 per 24 CFR
58.35(b)(5).
2022/03/01 City Council Post Agenda Page 3 of 312
RECOMMENDED ACTION:
Approve a resolution (1) authorizing the City Manager to execute an agreement
and necessary amendments, as needed, for consultant services between the San
Diego Housing Commission and the City of Chula Vista to administer a First-Time
Homebuyer Assistance Program; (2) authorizing the Purchasing Agent to execute
four one-year options to extend; (3) authorizing the Director of Development
Services or designee to execute or amend any and all first-time homebuyer loan
documents; and (4) appropriating available housing funds needed for the program
implementation. (4/5 Vote Required)
5.5.Public Arts Grant: Approving the Create Chula Vista Arts Grant Funded by the
American Rescue Plan Act of 2021
38
Report Number: 22-0077
Location: No specific geographic location.
Department: Community Services – Library
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State
Guidelines.
RECOMMENDED ACTION:
Adopt a resolution establishing a $400,000 public arts grant program (Create
Chula Vista Arts Grant) funded by the Coronavirus State and Local Fiscal
Recovery funds through the American Rescue Plan Act of 2021 and consistent
with the City’s American Rescue Plan 2021 spending plan, in order to support
artists, arts organizations and groups, and businesses in producing public art
projects.
5.6.Agreement Extension: Approve an Amendment to Extend the Alternative Dispute
Resolution Agreement Between the City and the Chula Vista Police Officer’s
Association
47
Report Number: 22-0084
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Adopt a resolution approving an amendment to extend the Alternative Dispute
Resolution Agreement between the City and the Chula Vista Police Officer’s
Association for another year.
2022/03/01 City Council Post Agenda Page 4 of 312
5.7.Employee Referral Program: Approve the City’s Referral Program for Hard-to-Fill
Positions
59
Report Number: 22-0086
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Adopt a resolution approving the City of Chula Vista’s Referral Program for hard-
to-fill positions.
5.8.Memorandum of Understanding (MOU): Approve an MOU with SANDAG
Regarding the Next Operating System (Next OS) to Enhance a Safe and Efficient
Transportation Network
67
Report Number: 22-0040
Location: No specific geographic location
Department: Engineering
Environmental Notice: The Project qualifies for a Categorical Exemption pursuant
to the California Environmental Quality Act State Guidelines Section 15301 Class
1 (Existing Facilities), Section 15303 class 3 (New Construction or Conversion of
Small Structures), and Section 15306 Class 6 (Information Collection).
RECOMMENDED ACTION:
Adopt a resolution approving a Memorandum of Understanding with the San
Diego Association of Governments (SANDAG) regarding cooperative work to
advance the development of Phase 1 of the Next Operating System (Next OS).
5.9.Grant Application: Fifth Cycle of the Smart Growth Incentive Program
Administered by the San Diego Association of Governments for the Chula Vista
Trails Master Plan
79
Report Number: 22-0024
Location: No specific geographic location
Department: Development Services
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State
Guidelines.
2022/03/01 City Council Post Agenda Page 5 of 312
RECOMMENDED ACTION:
Adopt a resolution authorizing an application for grant funds from the San Diego
Association of Governments for a Trails Master Plan and, if selected for funding,
authorizing actions necessary for implementation of the grant.
5.10.City Council Policy and Investment Report: Amend the City Council Policy,
Delegate Investment Activity Authority to the Director of Finance/Treasurer and
Receive the Quarter Ended December 31, 2021 Investment Report
107
Report Number: 22-0069
Location: No specific geographic location
Department: Finance
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Adopt a resolution amending City Council Policy No. 220-01 Investment Policy
and Guidelines; delegate investment activity authority to the Director of
Finance/Treasurer; and receive the Investment Report for the quarter ended
December 31, 2021.
5.11.Position Count and Budget Amendment: Approval of Amended Position Counts
in Various Departments and Budget Amendments
151
Report Number: 22-0078
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Adopt resolutions (A) amending the authorized position count in various
departments; and (B) making various amendments to the Fiscal Year 2021/22
budget and appropriating funds for that purpose. (4/5 Vote Required)
6.PUBLIC COMMENTS
The public may address the Council on any matter within the jurisdiction of the Council
but not on the agenda.
7.BOARDS AND COMMISSIONS
The following item(s) have been brought forward by a City board, commission, or
committee.
2022/03/01 City Council Post Agenda Page 6 of 312
7.1.Sustainability Commission: Adopt a Resolution Declaring a Climate Emergency in
the City of Chula Vista
156
Report Number: 22-0052
Location: No specific geographic location
Department: Economic Development
Environmental Notice: The activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State
Guidelines.
RECOMMENDED ACTION:
Adopt a resolution declaring a climate emergency and the need for accelerated
action to address the climate crisis.
8.PUBLIC HEARINGS
The following item(s) have been advertised as public hearing(s) as required by law.
8.1.Regional Transportation Improvement Program: Amendment to the Transnet
Local Street Improvement Program of Projects for Fiscal Years 2020/21 through
2024/25
172
Report Number: 22-0023
Location: No specific geographic location
Department: Engineering
Environmental Notice: The activity is not a "Project" as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Conduct the public hearing and adopt a resolution approving the proposed
amendments to the TransNet Local Street Improvement Program of projects for
Fiscal Years 2020/21 through 2024/25.
9.ACTION ITEMS
The following item(s) will be considered individually and are expected to elicit discussion
and deliberation.
2022/03/01 City Council Post Agenda Page 7 of 312
9.1.Financial Report and Appropriations: Accept the Quarterly Financial Report for
the Quarter Ending December 31, 2021 and Appropriate Funds to Adjust for
Variances
181
Report Number: 22-0079
Location: No specific geographic location
Department: Finance
Environmental Notice: The activity is not a "Project" as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Accept the Quarterly Financial Report for the quarter ending December 31, 2021
and adopt a resolution making various amendments to the Fiscal Year 2021/22
budget to adjust for variances and appropriating funds for that purpose. (4/5 vote
required)
9.2.Waste Reduction Strategic Plan: Approval of the City of Chula Vista’s 2022-2035
Waste Reduction Strategic Plan, Chula Vista’s Road Plan to Zero Waste
205
Report Number: 21-0213
Location: No specific geographic location
Department: Economic Development
Environmental Notice: The Project qualifies for a Statutory Exemption pursuant to
Section 15262 (Feasibility and Planning Studies) pursuant to the California
Environmental Quality Act State Guidelines. Notwithstanding the foregoing, the
activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the
California Environmental Quality Act State Guidelines.
RECOMMENDED ACTION:
To adopt Resolution No. 2022-058, heading was read, text waived. The motion
carried by the following vote:
10.CITY MANAGER’S REPORTS 289
11.MAYOR’S REPORTS
11.1.Legislative Program Update and Consideration of Adopting the 2022 Legislative
Program
290
Location: No specific geographic location
Environmental Notice: The activity is not a "Project" as defined under Section
15378 of the California Environmental Quality Act State Guidelines; therefore,
pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Adopt a resolution adopting the 2022 Legislative Program.
2022/03/01 City Council Post Agenda Page 8 of 312
11.2.Ratification of Appointment of Monica Montano to the Healthy Chula Vista
Advisory Commission
306
12.COUNCILMEMBERS’ COMMENTS
13.CITY ATTORNEY'S REPORTS
14.CLOSED SESSION
Announcements of actions taken in Closed Sessions shall be made available by noon on
the next business day following the Council meeting at the City Attorney's office in
accordance with the Ralph M. Brown Act (Government Code 54957.7)
14.1.Conference with Legal Counsel Regarding Existing Litigation Pursuant to
Government Code Section 54956.9(d)(1)
A) Name of case: City of Imperial Beach, et al. v. The International Boundary &
Water Commission-United States Section, United States District Court, Case No.
18-cv-0457 JM JLB.
B) Name of case: City of Chula Vista v. Douglas Barnhart, Inc. et al.; Case No.
37-2016-00045312
14.2.Conference with Legal Counsel -- Anticipated Litigation -- Initiation of Litigation
Pursuant to Government Code Section 54956.9(d)(4):
One [1] case.
Ongoing issues with Republic Services, Inc.
15.ADJOURNMENT
in memory of John Ferrell, August 28, 1940 - January 18, 2022.
to the regular City Council meeting on March 8, 2022 at 5:00 p.m. in the Council
Chambers.
Materials provided to the City Council related to an open session item on this agenda are
available for public review, please contact the Office of the City Clerk at
cityclerk@chulavistaca.gov
or (619) 691-5041.
Sign up at www.chulavistaca.gov to receive email notifications when City Council
agendas are published online.
2022/03/01 City Council Post Agenda Page 9 of 312
COVID-19 Update
718 Days Since
EOC Activation
March 1, 2022
2022/03/01 City Council Post Agenda Page 10 of 312
Case Summary
2022/03/01 City Council Post Agenda Page 11 of 312
Testing Positivity %
2022/03/01 City Council Post Agenda Page 12 of 312
Community Transmission
2022/03/01 City Council Post Agenda Page 13 of 312
Community Transmission
2022/03/01 City Council Post Agenda Page 14 of 312
Community Transmission
2022/03/01 City Council Post Agenda Page 15 of 312
COVD-19 Employee Impact
Month Total Cases
Jan-20 0
Feb-20 1
Mar-20 2
Apr-20 0
May-20 2
Jun-20 3
Jul-20 4
Aug-20 0
Sep-20 4
Oct-20 3
Nov-20 28
Dec-20 56
Jan-21 28
Feb-21 7
Mar-21 0
Apr-21 0
May-21 2
Jun-21 2
Jul-21 17
Aug-21 19
Sep-21 19
Oct-21 4
Nov-21 5
Dec-21 89
Jan-22 225
Feb-22 28
2022/03/01 City Council Post Agenda Page 16 of 312
Rate of Spread -Trend
2022/03/01 City Council Post Agenda Page 17 of 312
COVID-19
Vaccinations
City of Chula Vista
Employees
As of
February 25, 2022
Department Fully
Vaccinated
Fully Vaccinated
+ Booster
Administration 100%100%
Mayor & Council 100%67%
City Clerk 100%88%
Library 100%63%
Economic Development 95%72%
Parks and Recreation 95%15%
Finance 94%81%
Information Technology Services 93%60%
Development Services 89%75%
Engineering 88%64%
Human Resources 88%77%
Public Works 88%27%
City Attorney's Office 87%67%
Animal Care 86%14%
CBAG 85%22%
Fire 85%37%
Police 81%24%
TOTAL 88%36%2022/03/01 City Council Post Agenda Page 18 of 312
CA SMARTER Plan
2022/03/01 City Council Post Agenda Page 19 of 312
1
REGULAR MEETING OF THE CITY COUNCIL
Meeting Minutes
July 13, 2021, 5:00 p.m.
Council Chambers, 276 Fourth Avenue, Chula Vista, CA
Present: Councilmember Cardenas, Councilmember Galvez, Deputy
Mayor McCann, Councilmember Padilla, Mayor Casillas Salas
Also Present: City Manager Kachadoorian, City Attorney Googins, City Clerk
Bigelow, Assistant City Clerk Turner
The City Council minutes are prepared and ordered to correspond to the City Council
Agenda. Agenda items may be taken out of order during the meeting.
Item 5.8 was considered individually following approval of the Consent Calendar.
_____________________________________________________________________
1. CALL TO ORDER
A regular meeting of the City Council of the City of Chula Vista w as called to
order at 5:06 p.m. via teleconference and in the Council Chambers, located in
City Hall, 276 Fourth Avenue, Chula Vista, California.
2. ROLL CALL
City Clerk Bigelow called the roll.
3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
Councilmember Cardenas led the Pledge of Allegiance.
4. SPECIAL ORDERS OF THE DAY
2022/03/01 City Council Post Agenda Page 20 of 312
2
4.1 Presentation by Environmental Services Manager Manuel Medrano
on Procurement of Recovered Organic Waste Products and SB 1383:
Short-Lived Climate Pollutants
Environmental Services Manager Medrano gave a presentation on the
item and responded to questions of the Council.
5. CONSENT CALENDAR (Items 5.1 through 5.9)
Mayor Casillas Salas stated she would abstain from voting on Item 5.8 due to a
potential property-related conflict of interest; Deputy Mayor McCann stated he
would abstain from voting on Items 5.3 and 5.4; Councilmember Galvez stated
she would abstain from voting on Item 5.4. Item 5.8 was removed from the
Consent Calendar at the request of Councilmember Galvez.
Moved by Mayor Casillas Salas
Seconded by Councilmember Cardenas
To approve the recommended action appearing below Consent Calendar Items
5.1, 5.2, 5.5 through 5.7, and 5.9. The headings below were read, text waived.
The motion carried by the following vote:
Yes (5): Councilmember Cardenas, Councilmember Galvez, Councilmember
McCann, Councilmember Padilla, and Mayor Casillas Salas
Carried (5 to 0)
Moved by Mayor Casillas Salas
Seconded by Councilmember Cardenas
To approve the recommended action appearing below consent calendar Item
5.3. The heading below was read, text waived. The motion carried by the
following vote:
Yes (4): Councilmember Cardenas, Councilmember Galvez, Councilmember
Padilla, and Mayor Casillas Salas
Abstain (1): Councilmember McCann
Carried (4 to 0)
Moved by Mayor Casillas Salas
Seconded by Councilmember Cardenas
2022/03/01 City Council Post Agenda Page 21 of 312
3
To approve the recommended action appearing below consent calendar Item
5.4. The heading below was read, text waived. The motion carried by the
following vote:
Yes (3): Councilmember Cardenas, Councilmember Padilla, and Mayor Casillas
Salas
Abstain (2): Councilmember Galvez, and Councilmember McCann
Carried (3 to 0)
5.1 Approval of Meeting Minutes
Approve the minutes dated: April 13, and 20, May 4, 11, and 18, 2021.
5.2 Waive Reading of Text of Resolutions and Ordinances
Approve a motion to read only the title and waive the reading of the text of
all resolutions and ordinances at this meeting.
5.3 Proposed Amendments to Otay Ranch Village 3 to Include the
“FlatRock” Parcel and Change Land Use of Three Parcels of Land to
Residential Uses, Resulting in an Increase From 1,597 to 1,638
Permitted Residential Units
Anthony Ball submitted comments in opposition to staff's recommendation
on the item.
Adopt ordinance A) approving the Sectional Planning Area (SPA) Planned
Community District (Form Based Code) Regulations for Otay Ranch
Village Three North and a Portion of Village Four and B) approving the
second amendment to the Development Agreements between the City of
Chula Vista and C Village III Master, LLC and V Otay Land II, LLC and
Otay Land Company, LLC and HomeFed Village 8, LLC.
A) ORDINANCE NO. 3504 OF THE CITY OF CHULA VISTA
APPROVING THE SECTIONAL PLANNING AREA (SPA) PLANNED
COMMUNITY DISTRICT (FORM BASED CODE) REGULATIONS FOR
OTAY RANCH VILLAGE THREE AND A PORTION OF VILLAGE FOUR
(SECOND READING AND ADOPTION)
B) ORDINANCE NO. 3505 OF THE CITY OF CHULA VISTA
APPROVING THE SECOND AMENDMENTS TO THE DEVELOPMENT
AGREEMENTS BETWEEN THE CITY OF CHULA VISTA AND
HOMEFED VILLAGE III MASTER, LLC AND HOMEFED OTAY LAND II,
2022/03/01 City Council Post Agenda Page 22 of 312
4
LLC AND OTAY LAND COMPANY, LLC AND HOMEFED VILLAGE 8,
LLC (SECOND READING AND ADOPTION)
5.4 Campaign Contributions: Ordinance Regarding Campaign
Contributions and Possible Reassignment of Districts After
Fundraising Has Begun Due to Redistricting
Adopt an ordinance amending sections of Chula Vista Municipal Code
chapter 2.52 regarding campaign contributions to account for possible
reassignment of City Council districts after fundraising has begun as a
result of redistricting.
EMERGENCY ORDINANCE NO. 3506 OF THE CITY OF CHULA VISTA
AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE
CHAPTER 2.52, “CAMPAIGN CONTRIBUTIONS,” TO ACCOUNT FOR
POSSIBLE REASSIGNMENT OF CITY COUNCIL DISTRICTS AFTER
FUNDRAISING HAS BEGUN AS A RESULT OF REDISTRICTING
(SECOND READING AND ADOPTION)
5.5 Single Audit Report for Fiscal Year 2019/20
Council receive and file Single Audit Report for Fiscal Year 2019/20.
5.6 Heritage Bridge Replacement Project (STM0386): Appropriate Funds
and Approve a Fourth Amendment to the Agreement with Moffatt &
Nichol for the Project
Adopt resolution A) accepting $619,710 of the Federal Highway Bridge
Program funds based on unanticipated revenue and $553,000 from the
available balance of the Transportation Development Impact Fee Fund to
STM0386; and B) approving the fourth amendment to the existing
agreement with Moffat & Nichol to increase the maximum contract value
from $3,815,374.04 to $4,023,101.04.
RESOLUTION NO. 2021-134 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $619,710 IN HIGHWAY BRIDGE
PROGRAM FUNDS BASED ON UNANTICIPATED REVENUE AND
APPROPRIATING SAID FUNDS AND $553,000 FROM THE AVAILABLE
BALANCE OF THE TDIF FUND TO STM0386 ; AND APPROVING THE
FOURTH AMENDMENT TO THE AGREEMENT BETWEEN THE CITY
OF CHULA VISTA AND MOFFATT AND NICHOL TO PROVIDE
PRELIMINARY ENGINEERING, ENVIRONMENTAL DOCUMENTATION,
AND FINAL DESIGN FOR THE HERITAGE ROAD BRIDGE
REPLACEMENT PROJECT (STM0386)
2022/03/01 City Council Post Agenda Page 23 of 312
5
5.7 Solid Waste and Recycling: Amend the Chula Vista Municipal Code
Regarding the Definition of Organic Waste, Enforcement Procedure
to Prevent Disposal of Organic Waste, and Modification to the
Processing of Delinquent Collection Payments
Place an ordinance on first reading amending various sections of Chula
Vista Municipal Code Chapters 8.24 and 8.25 to update the definition of
organic waste, authorize the City Manager to develop an enforcement
procedure to prevent the landfill disposal of organic waste, and modify the
processing of delinquent waste collection payments
ORDINANCE OF THE CITY OF CHULA VISTA AMENDING VARIOUS
SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTERS 8.24,
“SOLID WASTE AND LITTER,” AND 8.25, “RECYCLING,” TO UPDATE
THE DEFINITION OF ORGANIC WASTE, AUTHORIZE THE CITY
MANAGER TO DEVELOP AN ENFORCEMENT PROCEDURE TO
PREVENT THE LANDFILL DISPOSAL OF ORGANIC WASTE, AND
MODIFY THE PROCESSING OF DELINQUENT WASTE COLLECTION
PAYMENTS (FIRST READING)
5.8 Third Avenue Curb Cafes and Sidewalk Cafes: Approve a
Reimbursement Grant Program for Curb Cafes and Sidewalk Cafes
on Third Avenue and Streamline the City's Permit Processes for
Certain Encroachments Within the Public Right-of-Way
Mayor Casillas Salas left the dais during the discussion and voting on the
item.
Deputy City Manager Crockett spoke regarding the item and he and City
Attorney Googins responded to questions of the Council.
Robert Casey submitted written documentation in opposition to staff's
recommendation on the item.
Timothy Parker, representing Chula Vista Brewery, spoke in support of
staff's recommendation on the item.
Moved by Councilmember Galvez
Seconded by Councilmember Cardenas
To adopt Resolution No. 2021-135 and place the ordinance on first
reading. The headings below were read, text waived. The motion carried
by the following vote:
2022/03/01 City Council Post Agenda Page 24 of 312
6
Yes (4): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, and Councilmember Padilla
Abstain (1): Mayor Casillas Salas
Carried (4 to 0)
RESOLUTION NO. 2021-135 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING A GRANT PROGRAM TO REIMBURSE
THIRD AVENUE BUSINESSES FOR COSTS ASSOCIATED WITH THE
DESIGN, PERMITTING AND CONSTRUCTION OF CURB CAFÉS AND
SIDEWALK CAFÉS; AND APPROPRIATING FUNDS THEREFOR (4/5
VOTE REQUIRED)
ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CERTAIN
SECTIONS OF CHAPTER 12.28 OF THE CHULA VISTA MUNICIPAL
CODE TO STREAMLINE THE CITY’S PERMIT PROCESSES FOR
CERTAIN ENCROACHMENTS WITHIN THE PUBLIC RIGHT -OF-WAY
(FIRST READING)
5.9 City Telephone System: Approve the Purchase of Various Telephone
Hardware and Software Items from NIC Partners and a Related
Professional Services Agreement
Adopt a resolution approving a professional services agreement and the
purchase of various telephone hardware/software items from NIC
Partners, Inc.
RESOLUTION NO. 2021-136 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE PURCHASE OF VARIOUS
TELEPHONE HARDWARE AND SOFTWARE EQUIPMENT FROM NIC
PARTNERS UTILIZING NASPO VALUEPOINT CONTRACT AR-3227
CALIFORNIA PARTICIPATING ADDENDUM #7-29-70-47-01 AND LOS
ANGELES COMMUNITY COLLEGE DISTRICT MASTER AGREEMENT
#40381; AND APPROVING A PROFESSIONAL SERVICES
AGREEMENT WITH NIC PARTNERS UTILIZING CALIFORNIA
MULTIPLE AWARD SCHEDULE (CMAS) CONTRACT # 3-19-70-2473AE
FOR PROFESSIONAL SERVICES
6. PUBLIC COMMENTS
Kelly Lannon, representing the Third Avenue Village Association (TAVA), shared
TAVA's goals and events.
2022/03/01 City Council Post Agenda Page 25 of 312
7
Christopher Escamilla spoke regarding working with Councilmember Galvez
regarding speed radars to address speed racing.
Theresa Acerro, Chula Vista resident, submitted written documentation regarding
ambulance transport.
7. PUBLIC HEARINGS
7.1 Housing Element Update of the General Plan for the 2021-2029
Planning Period
Notice of the hearing was given in accordance with legal requirements,
and the hearing was held on the date and no earlier than the specified in
the notice.
Director of Development Services Allen and Assistant Director of
Development Services Black gave a presentation on the item and
responded to questions of the Council.
Mayor Casillas Salas opened the public hearing.
There being no members of the public who wished to speak, Mayor
Casillas Salas closed the public hearing.
Moved by Mayor Casillas Salas
Seconded by Councilmember Cardenas
To adopt Resolution No. 2021-137. The heading below was read, text
waived. The motion carried by the following vote:
Yes (5): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, Councilmember Padilla, and Mayor Casillas
Salas
Carried (5 to 0)
RESOLUTION NO. 2021-137 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ADOPTING THE HOUSING ELEMENT UPDATE THE
GENERAL PLAN FOR THE 2021-2029 PLANNING PERIOD AND
ADOPTION OF NEGATIVE DECLARATION, IS20-0004
Mayor Casillas Salas recessed the meeting at 6:45 p.m. The meeting
reconvened at 6:51 p.m., with all members present.
8. ACTION ITEMS
8.1 Bayfront Project Special Tax Financing District: Declaring the
Results of the Special Mail Ballot Election of the Dis trict;
2022/03/01 City Council Post Agenda Page 26 of 312
8
Considering the Lawfulness of Proposed Changes to the District;
and Considering an Ordinance Authorizing the Levy of a Special Tax
City Clerk Bigelow announced the total votes in favor of Prop A were 262
with zero votes opposed and that Resolution A had been distributed to
Council.
Moved by Mayor Casillas Salas
Seconded by Councilmember Padilla
To adopt Resolution No. 2021-138. The heading below was read, text
waived. The motion carried by the following vote:
Yes (5): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, Councilmember Padilla, and Mayor Casillas
Salas
Carried (5 to 0)
A) RESOLUTION NO. 2021-138 OF THE CITY COUNCIL OF THE CITY
OF CHULA VISTA ACTING IN ITS CAPACITY AS THE LEGISLATIVE
BODY OF THE BAYFRONT PROJECT SPECIAL TAX FINANCING
DISTRICT, RECITING THE FACT OF THE SPECIAL MAIL BALLOT
ELECTION HELD ON JULY 13, 2021 IN SUCH DISTRICT, DECLARING
THE RESULTS THEREOF, AND OTHER MATTERS AS ARE PROVIDED
BY LAW
Moved by Mayor Casillas Salas
Seconded by Councilmember Padilla
To adopt Resolution No. 2021-139. The heading below was read, text
waived. The motion carried by the following vote:
Yes (5): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, Councilmember Padilla, and Mayor Casillas
Salas
Carried (5 to 0)
B) RESOLUTION NO. 2021-139 OF THE CITY COUNCIL OF THE CITY
OF CHULA VISTA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE
BODY OF THE BAYFRONT PROJECT SPECIAL TAX FINANCING
DISTRICT DETERMINING THAT THE CHANGES TO THE RATE AND
METHOD OF APPORTIONMENT OF SPECIAL TAXES AUTHORIZED
2022/03/01 City Council Post Agenda Page 27 of 312
9
TO BE LEVIED THEREIN AND THE EXPANSION OF TERRITORY
WHEREIN IMPROVEMENTS MAY BE LOCATED AND SERVICES MAY
BE PROVIDED ARE LAWFULLY AUTHORIZED
Moved by Mayor Casillas Salas
Seconded by Councilmember Padilla
To place the ordinance on first reading. The heading below was read, text
waived. The motion carried by the following vote:
Yes (5): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, Councilmember Padilla, and Mayor Casillas
Salas
Carried (5 to 0)
C) ORDINANCE OF THE CITY OF CHULA VISTA ACTING AS THE
LEGISLATIVE BODY OF THE BAYFRONT PROJECT SPECIAL TAX
FINANCING DISTRICT, AMENDING ORDINANCE NO. 3481 AND
AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH DISTRICT
PURSUANT TO AN AMENDED RATE AND METHOD OF
APPORTIONMENT THEREOF (FIRST READING)
9. CITY MANAGER’S REPORTS
There were none.
10. MAYOR’S REPORTS
At the request of Mayor Casillas Salas, there was a consensus of the Council to
add an item to a future agenda to consider sponsoring the 2021 Starlight Parade
and approve the formation of an ad hoc committee to work on the event.
Mayor Casillas Salas announced applications were still being accepted for the
Emergency Rental Assistance Program and the County Small Business Stimulus
Grant. Mayor Casillas Salas encouraged vaccinations and reported her
attendance at the following recent events: a congratulatory luncheon for Shelly
Rudd honoring her for her work with the Historic Society and the swearing -in
ceremony for four new officers.
11. COUNCILMEMBERS’ COMMENTS
Councilmember Padilla expressed gratitude to be back in Chambers.
2022/03/01 City Council Post Agenda Page 28 of 312
10
Councilmember Cardenas stated she was glad to be back in Chambers. At the
request of Councilmember Cardenas, there was consensus of the Council to
make a referral to the Human Relations Commission to explore ways the City
could expand gender-inclusive language, such as inclusive pronouns in City
documents.
Deputy Mayor McCann thanked the Police Department for the new police
officers. He reported his attendance at several Fourth of July barbecue's w ith
local veterans.
Councilmember Galvez thanked her summer volunteer, Christopher Escamilla for
his presentation on street racing. She also thanked housing staff and Alliance of
Californians for Community Empowerment (ACCE) for their assistance with
residents on Smith Avenue. Councilmember Galvez reported her attendance at
the following recent events: US Army's 246th birthday; first meeting of United
States-Mexico-Canada Agreement (USMCA) Environmental Committee;
Juneteenth flag raising; promotional ceremony for new police staff; ribbon-cutting
ceremony for the San Diego Kabob Shack; the Chicano Federation annual
luncheon; visit to the Chula Vista High School Garden; ribbon -cutting ceremony
for the Blue Line Trolley; introduction of Morgan Rogers, the new area operations
manager of the South Bay Treatment Plant; her open office hours on the Chula
Vista Library Deck; tour of the Sun Communities RV Park; Fraternal Order of
Police's Lodge 12 meeting; and Chula Vista Garden Club new officers instillation.
She thanked Michael Biedenbender and his wife for their service and welcomed
returning president Crystal Fairley. Councilmember Galvez thanked Assistant
Director of Development Services Black for her assistance in expediting the
permits for Algo Bueno restaurant and also thanked Public Works staff, Sam
Alzubaidi, Frank Herrera, and Steve Padilla as well as the Alpha Project for their
work on improvements to Hilltop Park.
12. CITY ATTORNEY'S REPORTS
12.1 Council Subcommittee on Campaign Contribution Ordinance:
Request for City Council Formation of an Ad -Hoc Subcommittee to
Provide Recommendations on the City's Campaign Contribution
Ordinance
City Attorney Googins provided information on the item.
2022/03/01 City Council Post Agenda Page 29 of 312
11
Moved by Mayor Casillas Salas
Seconded by Councilmember Galvez
To form an ad-hoc subcommittee consisting of Mayor Casillas Salas and
Councilmember Padilla to work with the City Attorney’s Office to develop
and provide recommendations to the City Council regarding updates to the
City’s Campaign Contribution Ordinance (Chula Vista Municipal Code
chapter 2.52).
Yes (5): Councilmember Cardenas, Councilmember Galvez,
Councilmember McCann, Councilmember Padilla, and Mayor Casillas
Salas
Carried (5 to 0)
13. CLOSED SESSION
Pursuant to Resolution No. 13706 and Council P olicy No. 346-03, Official
Minutes and records of action taken during Closed Sessions are maintained by
the City Attorney.
City Attorney Googins announced that the Council would convene in closed
session to discuss the items listed below.
Mayor Casillas Salas recessed the meeting at 7:12 p.m. The Council convened
in Closed Session at 7:18 p.m., with all members present.
13.1 Public Employee Performance Evaluation Pursuant to Government
Code Section 54957
Title: City Clerk
ACTION: No Reportable Action
13.2 Public Employee Performance Evaluation Pursuant to Government
Code Section 54957
Title: City Manager
ACTION: No Reportable Action
13.3 Conference with Legal Counsel Regarding Existing Litigation
Pursuant to Government Code Section 54956.9(d)(1)
A) Name of case: Lucy Ludwig-Melendrez, et al. v. City of Chula Vista,
San Diego Superior Court, Case No. 37-2019-00034737-CU-CI-CTL.
2022/03/01 City Council Post Agenda Page 30 of 312
12
ACTION: No Reportable Action
B) Name of case: In Re National Prescription Opiate Litigation, United
States District Court of Ohio, Eastern Division, Case No. 1:17-md-2804-
DAP
ACTION: Pending Finalization of Settlement
14. ADJOURNMENT
The meeting was adjourned at 7:54 p.m.
Minutes prepared by: Tyshar Turner, Assistant City Clerk
_________________________
Kerry K. Bigelow, MMC, City Clerk
2022/03/01 City Council Post Agenda Page 31 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
First-Time Homebuyer Program: Authorize City Manager to Execute Agreement Between the City of Chula
Vista and the San Diego Housing Commission for the Management and Implementation of a First-Time
Homebuyer Program and Appropriate Funds for that Purpose
Report Number: 22-0038
Location: No specific geographic location
Department: Development Services
Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act (“CEQA”) State Guidelines; therefore, pursuant to State Guidelines 15060 (c)(3)
no environmental review is required. Under the National Environmental Policy Act (“NEPA”), the activity
qualifies for a Categorical Exclusions Not Subject to §58.5 per 24 CFR 58.35(b)(5).
Recommended Action
Approve a resolution (1) authorizing the city manager to execute an agreement and necessary amendments,
as needed, for Consultant Services between the San Diego Housing Commission and the City of Chula Vista to
administer a First-Time Homebuyer Assistance Program; (2) authorizing the purchasing agent to execute
four one-year options to extend; (3) authorizing the director of development services or designee to execute
or amend any and all First-Time Homebuyer loan documents; and (4) appropriating available housing funds
needed for program implementation. (4/5 Vote Required)
SUMMARY
The City of Chula Vista (“City”) issued a Request for Proposals (“RFP”) for the management of the City’s First-
Time Homebuyer Assistance Program (the “FTHB” or “Program”) through the City’s Planet Bids system. Two
responses were received by the deadline. Staff recommends awarding the contract to San Diego Housing
Commission (“SDHC”) due to their vast experience in homebuyer education, counseling, homebuyer
assistance, community outreach since the 1990s, and management of a number of FTHB programs within
the County of San Diego.
2022/03/01 City Council Post Agenda Page 32 of 312
P a g e | 2
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activities for compliance with CEQA and
NEPA. The proposed activities are not considered “Projects” as defined under Section 15378 of the State
CEQA Guidelines because the action consists of a governmental funding mechanism or governmental fiscal
activity, is not site specific, and will not resul t in a direct or indirect physical change in the environment.
Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, this activity is not subject to CEQA.
Under the National Environmental Policy Act (“NEPA”), the activity qualifies for a Categorical Exclusions
Not Subject to §58.5 per 24 CFR 58.35(b)(5).
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
On December 8, 2021, the Housing Advisory Commission was provided with an informational presentation.
DISCUSSION
As part of its commitment to provide homeownership opportunities to its residents, the City has
continuously funded various types of FTHB programs, funded through the federal HOME Investment
Partnership Program (“HOME”) Program, Cal-Home funds from the State of California and the City’s Balanced
Communities Program. The goal of the City’s FTHB program is to provide assistance with gap financing to
eligible low-income first-time homebuyers earning at or below 80% of the Area Median Income, currently
$97,000 for a family of four.
Administration of an FTHB requires specialized knowledge in loan underwriting and lending practices. From
2007 through 2018, the City has contracted with a third-party administrator for these services. By
contracting out for these services, the City provides cost and time-effective program delivery and assistance
from qualified and experienced third-party professionals in this highly specialized field. The program was
placed on hold in 2018 due to lack of funding. However, due to increases in the number of loan payoffs and
allocation of HOME funds, the City started the Consultant selection process in order to relaunch the Program.
Consultant Selection Process
On March 12, 2021, an RFQ (RFQ Q13-20-21) was issued for agencies interested in administrating the FTBH
on behalf of the City. Although 101 parties downloaded a copy of the RFQ through the City’s Planet Bids, eight
(8) agencies submitted proposals for housing related services (2 specific to FTHB) by the deadline. Proposal
evaluations were completed in accordance with the applicable provisions of the Chula Vista Municipal Code
including policies, procedures, and guidelines contained in the Chula Vista Municipal Code Section 2.56.110.
Proposal review and scoring was based on the best value selection process outlined in the RFQ, which
emphasized qualifications scored based on four main components: 1) ability of business to provide the
desired services; 2) relevant skills; 3) experience; and 4) availability of key personnel, quality of relevant
references, and cost. The City’s Selection Committee selected the SDHC as the top ranked proposal.
SDHC as the Administrator
SDHC is a quasi-governmental agency of the City of San Diego, which provides a full range of housing services.
They offer homebuyer loans, as well as homebuyer education and counseling to lower income, first-time
homebuyers. SDHC has vast experience in homebuyer education, counseling, homebuyer assistance, and
community outreach. They provide FTHB services on behalf of the County of San Diego and its HOME
Investment Partnership Act Consortium cities and areas that includes the Urban County and the Cities of
2022/03/01 City Council Post Agenda Page 33 of 312
P a g e | 3
Carlsbad, Coronado, Del Mar, Encinitas, Imperial Beach, La Mesa, Lemon Grove, Poway, San Marcos, Santee,
Solana Beach, and Vista. SDHC has managed its own FTHB since 1990 on behalf of the City of San Diego and
has managed the County’s Program since late 2014. SDHC is also located in San Diego County with offices
near public transit.
SDHC will serve as the City’s underwriter and will work with certified lender partners. SDHC’s scope of
services includes reviewing applications and assisting borrowers with the loan application process,
reviewing borrowers for eligibility and compliance, preparing loan documents using City templates and
coordinating with City staff for escrow loan closing.
City Council Action
This action authorizes the City Manager to enter into a contract with the SDHC to cover the administration
costs for the first year of the FTHB Program with options to extend the agreement. Table 1 below provides
the project costs assuming 12 loans are funded by SDHC. Based on the existing fund balance of $3.7 million,
we have funding to provide an estimated twenty-eight (28) loans with an assistance level of up to $120,000
per borrower. City loan terms consist of a silent second (deferred) loan with a thirty-year repayment term
and a three percent interest rate. Borrowers are required to contribute three percent of the purchase price.
SDHC will be utilizing the available fund balance from the City’s homebuyer portfolio that consist of loan
payoffs from the Balanced Communities, Cal-Home, and HOME Programs, and new or existing allocations. It
also authorizes up to four (4) additional one-year options based on available fund balance. The goal is to add
funding to the FTHB program using loan payoffs from the existing loan portfolio though the budget process.
Table 2 provides the requesting funding appropriations and allocations.
Table 1
SDHC Annual Contract Costs
Line Item Amount # of Loans Total
Loan Underwriting $1,800.00 12 $21,600.00
Annual Fee $ 5,000.00
Set Up Fee $ 7,500.00
Total $34,100.00
Table 2
Appropriations and Allocations
Program Funding Source
Total
Appropriation/Allocation
Balanced Communities Program (City) City Repayments and
Unallocated Funding
$1,636,509.62
Cal-Home (State HCD) Cal-Home Loan Repayments $254,497.58
HOME Investment Partnership Act (CPD-
HUD)
HOME Loan Repayments and
Funds Allocated per Reso-
2021-112
$1,286,614.45
Total $3,177,621.65
It is anticipated with approval of this item SDHC will begin assisting residents beginning April 2022.
DECISION-MAKER CONFLICT
2022/03/01 City Council Post Agenda Page 34 of 312
P a g e | 4
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council and the Housing Authority members do not
create a disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal.
Gov't Code § 87100, et seq.). Staff is not independently aware and has not been informed by any [Insert
appropriate legislative body name] member, of any other fact that may constitute a basis for a decision-
maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no current year fiscal year impact to the General Fund with this action. All payments for Consultant’s
services will be from the funds available for this program.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact to the City’s General Fund with this action. All costs associated with the
program are covered by respective funds.
ATTACHMENTS
None.
Staff Contact: Jose Dorado, Senior Management Analyst
Tiffany Allen, Director of Development Services
2022/03/01 City Council Post Agenda Page 35 of 312
RESOLUTION NO.
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA (1) AUTHORIZING THE CITY MANAGER TO
EXECUTE AN AGREEMENT AND NECESSARY
AMENDMENTS, AS NEEDED, FOR CONSULTANT
SERVICES BETWEEN THE SAN DIEGO HOUSING
COMMISSION AND THE CITY OF CHULA VISTA TO
ADMINISTER A FIRST TIME HOMEBUYER ASSISTANCE
PROGRAM; (2) AUTHORIZING THE PURCHASING AGENT
TO EXECUTE FOUR ONE-YEAR OPTIONS TO EXTEND; (3)
AUTHORIZING THE DIRECTOR OF DEVELOPMENT
SERVICES OR DESIGNEE TO EXECUTE OR AMEND ANY
AND ALL FIRST TIME HOMEBUYER LOAN DOCUMENTS;
AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE
REQUIRED).
WHEREAS, on June 15, 2021, Council adopted Resolution No. 2021-112 which added
$779,672 in funding for a First-Time Homebuyer (“FTHB”) Program to assist low-income
homebuyers; and
WHEREAS, the FTHB provides homebuyer assistance to those who make less than eighty
percent (80%) of the Area Median Income for the San Diego County Region; and
WHEREAS, the San Diego Housing Commission (“SDHC”) submitted a proposal in
response to the City’s RFQ (RFQ Q13-20-21); and
WHEREAS, the City is desirous of contracting with SDHC due to their experience in
implementing a FTHB program in accordance with local, state, and federal statutes; and
WHEREAS, the City wishes to enter into a Consultant Services Agreement with SDHC
for an initial one-year term, with an option to extend by mutual agreement for up to four additional
years, in one-year increments. A copy of said Agreement, in substantial form, is on file with the
City Clerk’s Office; and
WHEREAS, the City has sufficient fund balance to relaunch the program due to loan
payoffs and funding allocations from various sources as shown in the table below; and
2022/03/01 City Council Post Agenda Page 36 of 312
Program Funding Source Total
Appropriation/Allocation
Balanced Communities Program
(City)
City Repayments and
Unallocated Funding
$1,636,509.62
Cal-Home (State HCD) Cal-Home Loan
Repayments
$254,497.58
HOME Investment Partnership Act
(CPD-HUD)
HOME Loan Repayments
and Funds Allocated per
Reso-2021-112
$1,286,614.45
Total $3,177,621.65
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
based upon the above findings, (1) that it authorizes the City Manager to execute a City of Chula
Vista Consultant Services Agreement and any necessary amendments, as needed, between City
and SDHC in accordance with the general terms and conditions as outlined in the agenda statement
and attendant State, local and federal requirements, using the fund balance above to implement a
FTHB Program, on a form approved by the City Attorney, a copy of which shall be kept on file in
the Office of the City Clerk; (2) that it authorizes the Purchasing Agent to execute up to four one-
year options to extend; (3) that is authorizes the Director of Development Services to execute or
amend any and all first time homebuyer loan documents.
NOW, THEREFORE, BE IT FURTHER RESOLVED by the City Council of the City of
Chula Vista that it further authorizes the appropriation of such funds in the City’s Housing
Authority Fund in fiscal year 2022/2023 with expenditures made in accordance with the respective
funding sources.
Presented by Approved as to form by
Tiffany Allen Glen R. Googins
Director of Development Services City Attorney
2022/03/01 City Council Post Agenda Page 37 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Public Arts Grant: Approving the Create Chula Vista Arts Grant Funded by the American Rescue Plan Act of
2021
Report Number: 22-0077
Location: No specific geographic location.
Department: Community Services – Library
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines.
Recommended Action
Adopt a resolution establishing a $400,000 public arts grant program (Create Chula Vista Arts Grant) funded
by the Coronavirus State and Local Fiscal Recovery Funds through the American Rescue Plan Act of 2021 and
consistent with City’s American Rescue Plan 2021 spending plan, in order to support artists, arts
organizations and groups, and businesses in producing public art projects.
SUMMARY
The proposed resolution will establish a $400,000 public arts grant program (Create Chula Vista Arts Grant)
for artists, arts organizations, and small businesses to be paid to develop public performing or visual arts
projects in the City. The funding for the grant program comes from money received as a result of the
American Rescue Plan Act’s Coronavirus State and Local Fiscal Recovery Funds and is consistent with the
spending plan for those funds that City Council approved on August 24, 2021. The goal of the Create Chula
Vista Arts Grant program is to promote and revive the arts in the City of Chula Vista, which have been
significantly challenged during the pandemic after the loss of funding from the City’s Performing and Visual
Arts Grant. The Create Chula Vista Arts Grant will also be extended to small businesses as an incentive to
fund arts projects at their businesses and help further stimulate the art economy.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
(CEQA) and it has been determined that the activity is not a “Project” as defined under Section 15378 of the
2022/03/01 City Council Post Agenda Page 38 of 312
P a g e | 2
state CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant
to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Notwithstanding the
foregoing, it has also been determined that the activity qualifies for an Exemption pursuant to Section
15061(b)(3) of the California Environmental Quality Act State Guidelines. Thus, no environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
On August 24, 2021 the City Council authorized the acceptance and allocation of American Rescue Plan Act
of 2021 (ARPA) Coronavirus State and Local Fiscal Recovery Funds into a City fund labeled American
Rescue Plan 2021, with expenditures to be made in accordance with a spending plan identified by City staff.
The spending plan allocated $400,000 for a public arts grant to help support artists and arts groups who
were directly impacted by the loss of the City of Chula Vista’s Performing Visual Arts Grant (PVAG).
The proposed Create Chula Vista Arts Grant (CCVAG) was developed for two purposes: to support the local
artists negatively affected by the loss of the PVAG and to extend a public arts opportunity to local small
businesses. The CCVAG, like the PVAG, will grant monies directly to artists to perform/create within City
limits to support the following objectives:
1. To increase public awareness of, and participation in, performing and cultural arts in our
community.
2. To support individuals/groups/agencies/organizations that can provide the most accessibility
to the cultural arts.
3. To encourage the growth of local arts resources.
4. To support and encourage new organizations and individuals applying for funding.
5. To promote cooperation and collaboration among the Chula Vista Public Library and local
schools and performing and visual arts individuals/groups/agencies/organizations.
6. To develop cultural venues which will attract both residents and tourists.
7. To serve the cultural needs of the community.
8. To broaden and leverage public and private support for the performing arts.
9. To maintain and preserve the City’s artistic cultural and historic heritage.
10. To support exemplary community arts education.
In accordance with CCVG’s second purpose, the CCVAG will also extend a public arts grant opportunity to
local businesses with the goal of supporting small businesses and artists through the incentive to purchase
art for their businesses from local artists within Chula Vista to further stimulate the art economy.
The grant funds will support art projects in dance, design arts, media arts, music, photography, theater,
traditional/folk arts and visual arts, or interdisciplinary expressions involving more than one of the
identified fields. Guidelines for the CCVAG are outlined in the Create Chula Vista Arts Grant Application
Guidelines, which are attached as Attachment A to the proposed Resolution establishing CCVAG.
As it pertains to the Cultural Arts Master Plan, the CCVAG will meet the following goals:
2022/03/01 City Council Post Agenda Page 39 of 312
P a g e | 3
• Cultural Arts Master Plan, Goal 2: Create Opportunities, Strategy 1: Support Cultural Arts
Programs and Activities, section E , p.9.
• Cultural Arts Master Plan, Goal 2: Create Opportunities, Strategy 3:Connect the Creative
Community, section A, B, & C , p.10.
• Cultural Arts Master Plan, Goal 4: Stimulate Economic Vitality, Strategy 2: Develop Cultural Arts
Metrics, sections A p. 14.
• Cultural Arts Master Plan, Goal 4: Stimulate Economic Vitality, Strategy 2: Support both
Traditional and Non-traditional Funding Sources, sections A&E p. 15.
The proposed Resolution will establish the CCVAG, authorize funding the CCVAG with $400,000 from the
State and Local Fiscal Recovery Funds accepted by the City and allocated to a City fund labeled American
Rescue Plan 2021, and authorize the City Manager or the City Manager’s designee to take all necessary
actions to implement and administer the CCVAG consistent with the intent of the program, including
authority to make any modifications necessary to assure expenditure of the funds in a qualified and timely
manner in accordance with the requirements of the Coronavirus State and Local Recovery Funds program,
ARPA, and U.S. Department of Treasury Guidelines.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific
and consequently, the real property holdings of the Chula Vista City Council members and do not create a
disqualifying real property-related financial conflict of interest under the Political Reform Act (Cal. Gov't
Code § 87100, et seq.
CURRENT-YEAR FISCAL IMPACT
There will be no additional fiscal impact to the General Fund with this action. The funding for the grant
program exists pursuant to American Rescue Plan Act of 2021 funds authorized and allocated by the City
Council into a City fund to be spent in accordance with a spending plan presented to the City Council on
August 24, 2021.
ONGOING FISCAL IMPACT
There will be no direct fiscal impact to the General Fund.
ATTACHMENTS
1. Attachment A to Resolution_Create Chula Vista Arts Grant Application Guidelines
Staff Contact: Erwin Magbanua, Principal Librarian, Joy Whatley, City Librarian, Tracy Lamb, Director of
Community Services.
2022/03/01 City Council Post Agenda Page 40 of 312
1
CREATE CHULA VISTA ARTS GRANT APPLICATION GUIDELINES
The City of Chula Vista is excited to support local performing and visual arts through the Create
Chula Vista Arts Grant. “Create Chula Vista” is our new brand for cultural arts programs. We are
looking for arts projects that provide enriching and accessible cultural opportunities for the City’s
residents and visitors. Chula Vista individual artists, arts organizations, and small businesses are
encouraged to apply.
It is strongly recommended that grant projects are collaborative, promote cultural equity and
inclusion, and address community aspirations.
Award amounts:
Up to $10,000 per project.
Application and funding process:
The Create Chula Vista Arts Grant funding will be awarded through an ongoing competitive
application process while funds last. All applications and application materials will be reviewed for
completeness by staff prior to being reviewed by the grant review committee. The grant review
committee will be comprised of City staff and Cultural Arts Commissioners. Projects will be rated
and awarded based upon established criteria and scoring.
Eligible to apply:
Individual artists who reside in Chula Vista.
Tax-exempt, non-profit organizations located in the City of Chula Vista. NOTE: Organizations
not located in Chula Vista may be eligible if the arts project is held in Chula Vista.
Educational institutions located in the City of Chula Vista.
Religious organizations located in the City of Chula Vista. NOTE: Religious organizations not
located in Chula Vista may be eligible if the arts project is held in Chula Vista.
Performance groups, visual arts groups or other cultural arts-related groups and
organizations affiliated with Chula Vista educational institutions (e.g., choirs, bands, etc.).
City of Chula Vista departments, boards, and commissions.
For-profit businesses located in the City of Chula Vista. Businesses must be a legally
operating business located in a commercial or industrial space and independently owned
and operated with the principal office located within the City of Chula Vista city limits.
Not eligible to apply:
Individual artists who are not Chula Vista residents.
Businesses not located in the City of Chula Vista.
Publicly traded companies and franchised businesses.
2022/03/01 City Council Post Agenda Page 41 of 312
2
What the grant may be used for:
Funding to artists for performances, exhibitions, or other creative events that are free to
attend and open to the public.
Materials for a creative event (e.g., supplies, paint, paper, marketing materials, costumes)
that is free and open to the public.
Art, music, theatre, and/or dance projects in schools.
What funds may not be used for:
Projects that are not held in the City of Chula Vista.
Capital outlays, such as land acquisition, purchasing buildings or construction, major
equipment purchases.
Personnel expenses for non-artists such as administrative staff, program and project
managers, and support staff.
Programs that charge admission fees.
Programs not accessible to the public.
Trust/endowment funds.
Membership dues.
Indirect costs, such as travel expenses or food.
Projects that will use offensive language or messaging that promotes or are likely to incite
violence.
Any purposes prohibited by laws governing the use of public funds, including but not limited
to, religious, political campaigning, or purely private purposes or activities.
Qualifying artistic disciplines:
Dance: This discipline includes a full range of dance artistry and represents a multiplicity of
forms, styles, techniques, and histories including ballet, modern, avant-garde, jazz, tap, hip-
hop, and other contemporary forms.
Design Arts: This field encompasses many disciplines including, but not limited to,
architecture, communications and graphic design, fashion design, historic preservation,
industrial and product design, interior design, landscape architecture, planning, universal
design, rural design, and urban design.
Media Arts: For the development, production and distribution of films, animation, digital
arts, video, and audio art, including experimental and narrative works, as well as electronic
manipulation, and broadcast. This discipline would also include screen-based and print
projects presented via film, television, radio, audio, video, the Internet, interactive and mobile
technologies, video game consoles, transmedia storytelling, and satellite as well as media-
related printed books, catalogues, and journals.
Museums and Exhibitions: Broad range of activity that interprets visual material through
exhibitions, residencies, publications, commissions, public art works, curation, conservation,
documentation, services to the field, and public programs.
Music: Musical performance and composition including orchestral music, opera, jazz, hip-
hop, pop, rock, choral, electronic, and other contemporary music forms.
Photography: The use of the photographic medium as the primary vehicle of artistic
expression resulting in works produced for, but not limited to, archival, resource
documentation, or exhibition purposes. Photographic work produced for commercial,
advertising, industrial, scientific purposes or for inclusion in a non-art publication are
ineligible for funding.
Theater: All forms of theater including professional, regional companies and schools,
experimental, street, puppets, mime/children’s ensembles, musicals, comedy, and
storytelling.
2022/03/01 City Council Post Agenda Page 42 of 312
3
Traditional and Folk Arts: The traditional, authentic, artistic activities and expressive
customs indigenous or rooted to any group that shares the same ethnic heritage,
language, religion, occupation, or geographic region. Genres of artistic activity include,
but are not limited to, music, dance, crafts, and oral expression.
Visual Arts: All forms of visual arts including sculpture, painting, installation art, drawing,
printmaking, crafts, and artistic books.
Interdisciplinary: This category is for projects that incorporate one or more arts disciplines
or for projects that combine non-performing and visual arts disciplines with performing and
visual arts disciplines (e.g., live art with open mic poetry, storytelling with media arts). The
Interdisciplinary category also includes performance art and non-traditional formats and
processes that transcend distinct art disciplines. In an interdisciplinary project, each art
discipline interdependently contributes an essential element, which, without one arts
discipline or the other, may otherwise be incomplete.
Application review process:
Applications will be accepted on an ongoing basis until grant funds are depleted. All applications
and application materials will be reviewed for completeness by staff prior to being reviewed by the
grant review committee. Incomplete applications will not be eligible for funding. Only one grant
application per project will be accepted.
All eligible applications will be evaluated by the grant review committee. The grant review committee
will be comprised of City staff and Cultural Arts Commissioners. The grant review committee
reserves the right to request additional information as needed to determine grant eligibility. All
projects will be rated based upon established criteria and scoring.
Each committee member will be provided with eligible applications to review on their own and score
each according to a scoring rubric. The committee will convene monthly to discuss each of the
scored applications. After discussion, the committee will vote on a final score and make the decision
whether to award each application with grant funding.
Grant review committee selections will be presented to the Cultural Arts Commission and then
forwarded on to the City Council.
Submission requirements:
Completed Create Chula Vista Arts Grant Application.
Relevant supporting materials:
o Letter(s) from project partner(s) of intent to collaborate if project involves partners.
o Two letters of professional recommendation.
o Appropriate artistic work samples.
All materials must be submitted via the online application.
Application:
Applications will be judged based on the following criteria and 100-point system. Applications should
address all elements in each section and provide as much detail as possible in a clear and concise
manner.
Application criteria and scoring:
Section 1: Project Proposal (Maximum 20 points)
Projects will be awarded points in this category based on completeness and clarity of the
project details, including any collaborations and cultural equity and inclusion efforts.
2022/03/01 City Council Post Agenda Page 43 of 312
4
Section 2: Community Engagement (Maximum 20 points)
Projects will be awarded points in this category based on project relevancy to the stated
target audience, what community aspiration(s) are being addressed, and how well the
project provides access to the community. Points will also be awarded for the strength of the
proposed marketing and promotions plan. All projects must have a component of providing
access to the public.
Section 3: Artistic Merit and Capacity (Maximum 20 points)
Strong answers will demonstrate innovation, creativity, will provide relevant information
regarding the applicant’s track record or ability to produce successful projects of similar size
and complexity, and ability to leverage resources. Samples of artistic work are strongly
recommended.
Section 4: Project Budget (Maximum 20 points)
Strong answers will break down the total project budget in a clear and concise manner listing
all expenses with a short description. If the project budget exceeds grant request amount,
please note what expenses are proposed to be paid by the grant. Expenses proposed to be
paid by the grant must be qualifying expenditures (see previous section “What funds may not
be used for”). Information should be provided in an easy-to-follow format such as a
spreadsheet and shall include all applicable expenses including but not limited to space
rental, artist fees, production costs, printing costs of promotional material or production
materials, etc.
Section 5: Measures of Success (Maximum 20 points)
Responses should consider what the project was intended to accomplish and if and how well
that was accomplished. Strong answers will provide both qualitative and quantitative
measures and will include a good mix of each measure and a clear description of how
they will be implemented.
Grant completion requirements:
Grant recipients must produce their awarded project within 12 months of receiving grant funds and
must submit the complete Final Grant Report within 30 days after project completion.
NOTE: Any grant applicant found to have provided false information to the City, and any grant
recipient found to not have spent the funds as described in the application, that does not produce
their awarded project within 12 months of funding or submit the required reporting documentation
completely or within 30 days after project completion shall be ineligible to apply for this as well as
any upcoming City arts grant programs funding for a minimum of one year.
2022/03/01 City Council Post Agenda Page 44 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE CREATE CHULA VISTA
ARTS GRANT PROGRAM FUNDED BY THE AMERICAN
RESCUE PLAN ACT
WHEREAS, on March 11, 2021, the American Rescue Plan Act of 2021 (“ARPA”) was
signed into law by President Joe Biden and provided $1.9 trillion in funds to respond to COVID-
19, including $350 billion in emergency funding for local, state, tribal, and territorial governments
the Coronavirus State and Local Fiscal Recover y Funds; and
WHEREAS, in 2020 and 2021, as a result of the COVID-19 virus, artists and arts groups
were directly impacted by the loss of the City of Chula Vista’s Performing Visual Arts Grant
(“PVAG”); and
WHEREAS, on August 24, 2021 the City Council authorized the acceptance of
Coronavirus State and Local Fiscal Recovery Funds established by the American Rescue Plan Act
in an initial allocation amount of approximately $28.7 million and authorized the appropriation of
such funds with expenditures to be made in accordance with a City of Chula Vista spending plan,
subject to modifications by the City Manager that may be necessary or appropriate to assure
expenditure of all available funds;
WHEREAS, the City of Chula Vista spending plan allocated $400,000 for public arts
grants to help support local artists and arts groups, as well as local small businesses as an incentive
to fund arts projects at their locations; and
WHEREAS, the City now desires to establish the Create Chula Vista Arts Grant program
to support local artists negatively affected by the loss of PVAG, to increase the production and
support of public art projects in the City of Chula Vista, and to stimulate the local art economy.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
to:
1. Establish the Create Chula Vista Arts Grant program on the terms attached hereto as
Attachment A (“CCVAG”).
2. Fund the CCVAG with $400,000 from the ARPA State and Local Fiscal Recovery
Funds accepted by City and allocated to a fund labeled American Rescue Plan 2021.
3. Authorize the City Manager or the City Manager’s designee to take all necessary and
appropriate actions to implement and administer the CCVAG consistent with the intent
of this resolution, and to make modifications to the CCVAG that may be necessary or
appropriate to assure expenditure of all available funds in a qualified and timely manner
in accordance with applicable Coronavirus State and Local Recovery Funds and ARPA
requirements, as well as U.S. Department of Treasury Guidelines.
2022/03/01 City Council Post Agenda Page 45 of 312
Presented by Approved as to form by
Joy Whatley Glen R. Googins
City Librarian City Attorney
2022/03/01 City Council Post Agenda Page 46 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Agreement Extension: Approve an Amendment to Extend the Alternative Dispute Resolution Agreement
Between the City and the Chula Vista Police Officer’s Association
Report Number: 22-0084
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Adopt a resolution approving an amendment to extend the Alternative Dispute Resolution Agreement
between the City and the Chula Vista Police Officer’s Association for another year.
SUMMARY
On December 1, 2020, the City Council adopted a Memorandum of Understanding with the Chula Vista Police
Officer’s Association (CVPOA) and approved the Alternative Dispute Resolution (ADR) Agreement,
establishing an ADR pilot program for one year. Staff is requesting approval of an extension of the program
for an additional year.
ENVIRONMENTAL REVIEW
The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act
State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
2022/03/01 City Council Post Agenda Page 47 of 312
P a g e | 2
DISCUSSION
In February 2019, the Chula Vista Police Officer’s Association (CVPOA) approached the City requesting the
City implement a Workers’ Compensation Alternative Dispute Resolution (ADR) for claims made by the City’s
sworn police personnel. On March 17, 2020, Council approved and authorized the addition of 0.50 full-time
equivalent (FTE) in the Human Resources Department to develop, implement, and administer the ADR pilot
program. On December 1, 2020, the City Council adopted a Memorandum of Understanding with the CVPOA
and approved the ADR Agreement, establishing an ADR pilot program for one year. Staff is requesting
approval of an extension of the program for an additional year.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Maximum cost for the remainder of FY2022 will be $9,000 and will be paid from available expenditure
appropriations in the City’s Workers’ Compensation Fund.
ONGOING FISCAL IMPACT
Maximum cost for FY 2023 will be $18,000 and will be paid from the City’s Workers’ Compensation Fund.
ATTACHMENTS
1. Alternative Dispute Resolution Agreement between the City of Chula Vista and the Chula Vista Police
Officer’s Association Dated December 7, 2020
2. First Amendment to Labor Management Workers’ Compensation Alternative Dispute Resolution
Agreement Between the City of Chula Vista and the Chula Vista Police Officer’s Association
Staff Contact: Courtney Chase, Director of Human Resources/Risk Management
2022/03/01 City Council Post Agenda Page 48 of 312
Page 1 of 8
ALTERNATIVE DISPUTE RESOLUTION AGREEMENT
BETWEEN CITY OF CHULA VISTA AND
CHULA VISTA POLICE OFFICER’S ASSOCIATION
This Workers' Compensation Alternative Dispute Resolution Agreement
(“Agreement”) is entered into by and between the City of Chula Vista (“City”) and the
Chula Vista Police Officer’s Association (“POA”) (collectively, “parties”). This
Agreement is created pursuant to California Labor Code Section 3201.7(a)(3)(C). The
Parties, after meeting and conferring in good faith, hereby agree to the following:
Nothing in this Agreement diminishes the entitlement of a covered employee to
compensation payments for total or partial permanent disability, total or partial
temporary disability, or medical treatment fully paid by the employer as otherwise
provided for in Division 4 of the California Labor Code (“Workers’ Compensation
Law”), nor to California Labor Code Section 4850 benefits. Nothing in this Agreement
denies to any covered employee or the City the right to representation by counsel at all
stages during this alternative dispute resolution process.
Article I: Purpose/Joint Labor Management Committee
A. The purpose of the Agreement is to provide Covered Employees, as defined in
Article III, paragraph A below, claiming compensable injuries under Workers’
Compensation Law, with an alternative dispute resolution process with the intent of
expeditiously resolving disputes.
This purpose will be achieved by utilizing an exclusive list of agreed-upon
medical providers (“Independent Medical Evaluators” or “IMEs”) to be the sole and
exclusive source of medical evaluations for disputed issues surrounding covered
employees in accordance with California Labor Code Section 3201.7(a)(3)(C).
B. The City and POA agree to form a Joint Labor Management Committee
(“JLMC”). This committee will be comprised of two (2)to three (3) City staff members
to be determined and designated City in writing to the POA by the Human Resources
Director and two (2) to three (3) POA representatives to be determined and designated
in writing to the City by the POA President.
The purpose of the JLMC is to develop and maintain a list of the exclusive
Independent Medical Examiners, develop policy and procedures of the Alternative
Dispute Resolution program; to review implementation and the progress of the
program and address any issues at time frames agreed to by the committee; and to
ensure that the program terms and conditions are administered in harmony with this
Agreement. Additionally, the JLMC shall quarterly and prior to the termination of this
Agreement review claims data for claims administered prior to the implementation of
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
R-2020-262ACN #2020-143 2022/03/01 City Council Post Agenda Page 49 of 312
Page 2 of 8
this Agreement with claims data for claims administered under the provisions of this
Agreement to examine the effectiveness of this program.
Article II: Term of Agreement
The parties understand that this Agreement governs a pilot program and that
this Agreement shall become effective on or after January 1, 2021 after it is approved by
the Chula Vista City Council, executed by the parties, submitted to the Administrative
Director (“Director”) of the State of California, Department of Industrial Relations,
Division of Workers’ Compensation, in accordance with Title 8, California Code of
Regulations, Section 10202(d), and accepted by the Director as evidenced by the
Director’s letter to the parties indicating approval of the Agreement. This Agreement
shall remain in effect for one year from the date of the Director’s letter of approval to
the parties. Any claim arising from an industrial injury that is covered by this
Agreement and sustained before the termination of this Agreement shall continue to be
covered by the terms of this Agreement, until all medical issues related to the pending
claim are resolved.
The parties reserve the right to terminate this A greement during the term of this
Agreement at any time for good cause, by mutual agreement, or by act of the
Legislature. The terminating party must give at least 30 calendar days written notice to
the other party of the intent to terminate, including an explanation of the good cause.
Upon termination of this Agreement, the parties shall become fully subject to the
provisions of the applicable California Labor Code provisions.
Article III: Scope of Agreement
A. This Agreement applies only to injuries, as defined by Workers’
Compensation Law, claimed by the following (referred to herein collectively as
“Covered Employees”): (1) active City employees who represented by the POA
bargaining group and (2) active City employees whose classification is represented by
the POA, who have filed a claim, and are in the ADR program, but subsequently retire
before the claim is resolved.
B. Active employees with an existing claim filed prior to the effective date of
this agreement (pre-existing claim) that have not already had a medical-legal evaluation
under the State’s AME/QME system may request to resolve their claim under the
provisions of this agreement. Such requests should be made in writing to the City’s
third-party claims administrator (TPA). The decision to accept a pre-existing claim into
the alternative dispute resolution program will lie with both the City and the POA. If a
request is made to utilize the alternative dispute resolution program for a pre-existing
claim and that request is approved, all future disputes on said claim must be resolved
according to the provisions of this agreement. Use of the alternative dispute resolution
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 50 of 312
Page 3 of 8
program may not be used to relitigate previously resolved or adjudicated issues. The
scope of this agreement does not apply to retirees that have a future medical dispute
that is outside the five-year statute of limitations or Labor Code Section §5804.
C. Injuries occurring and claims filed after termination of this Agreement are
not covered by this Agreement.
D. This Agreement is restricted to 1) establishing an exclusive list of IMEs to
be used for medical dispute resolution of covered employees, and 2) establishing a
process for informal legal discovery in accordance with Article V. For purposes of this
Agreement, a “claimed injury” is one for which either a Workers’ Compensation Claim
Form DWC-1 or an Application for Adjudication of Claim has been filed with the
Workers’ Compensation Appeals Board (“WCAB”).
Article IV: Expedited Independent Medical Evaluator Process
A. This Agreement does not constitute a Medical Provider Network
(“MPN”). However, all covered employees must utilize the City’s MPN, if applicable,
for treatment purposes during the time the City maintains and utilizes the MPN. The
MPN is governed by California Labor Code Section 4616 et seq and the City’s TPA will
provide authorization for all initial medical treatment consultations and medical
treatment consistent with the Labor Code. Physicians who act as a covered employee’s
treating physician or have provided treatment to the covered employee shall not act as
the IME in the covered employee’s claim. Pre-designation of a physician must comply
with the requirements set forth in California Labor Code Section 4600(d)(1)-(2)(C).
B. All covered employees with a disputed medical issue as described in
Article IV, paragraph D below must be evaluated by an approved physician from the
exclusive list of IMEs. Attached hereto as Exhibit A is the exclusive list of IMEs agreed
upon by the parties. Should the covered employee claim injuries requiring more than
one IME specialist, the covered employee shall be provided an IME appointment in
each area of specialty, if necessary. If the IME requires the opinion of an additional sub-
specialist, the IME shall advise the claims examiner, who shall then select an approved
medical provider in the requested specialty from the agreed-upon IME list. The IME
may not refer the covered employee to the covered employee’s treating physician for
this purpose. The consulting sub-specialist’s charges are subject to the Official Medical
Fee Schedule promulgated by the California Division of Workers’ Compensation
administrative director.
C. The exclusive list of IMEs shall include the IMEs’ respective specialties as
agreed upon by the parties. If an IME for a specialty is not listed on the
aforementioned list, the JLMC shall identify an IME for said specialty by mutual
agreement.
D. An IME shall be used for all medical disputes that arise in connection with
a workers’ compensation claim including, but not limited to, determination of
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 51 of 312
Page 4 of 8
causation, the nature and extent of an injury, a Rolda analysis (if applicable), the nature
and extent of permanent disability and apportionment, work restrictions, ability to
return to work (including transitional duty), resolution of all disputes arising from
utilization review (UR), and future medical care, including the need for spinal surgery.
The parties agree that the covered employee shall use the originally chosen IME for all
subsequent disputes and injuries claimed arising under this Agreement. In the event
that said IME is no longer available, the parties shall utilize the next specialist on the list
pursuant to Article IV, paragraph I(5) below.
E. The IME process described above will be triggered when either party
provides the other written notice of an objection in connection with any issues set forth
in Article IV, paragraph D above. A delay letter to the claim gives the covered
employee the basis to file a written objection thereby triggering the IME process. A
delay letter without objection, will not automatically trigger the IME process. Objections
from the City shall be sent to the covered employee with a copy to the covered
employee’s legal representative, if represented, and if the covered employee/legal
representative gives notice to the City that the covered employee is represented.
Objections from the covered employee or covered employee’s legal representative shall
be sent to the covered employee’s assigned claims examiner with a copy to the City and
City’s legal representative, if applicable.
F. Objections shall be sent within 30 calendar days of receipt of a medical
report addressing any of the issues set forth above. Delayed decisions based on legal
issues shall not trigger the IME process. A subsequent acceptance of the claim and/or
resolution of the disputed issue may eliminate the need for completion of the IME
process set forth in this Agreement.
G. The exclusive list of IMEs shall serve as the exclusive source of medical
evaluations for all disputed medical issues arising from a claimed injury, unless
otherwise agreed to by the parties in writing.
H. The parties hereby agree that from time to time the exclusive list of IMEs
may be amended. For either party to propose adding an IME to the exclusive list of
IMEs, the party must provide notice, in writing, to the other party of its request to add a
physician to the list. The parties must mutually agree in writing to the addition of
physicians to the IME list. A physician may only be deleted from the exclusive list of
IMEs if that physician breaches the terms and conditions of his/her contract with the
City or by written mutual agreement of the parties. The exclusive list of IMEs shall be
reviewed quarterly, or as otherwise agreed upon, by both parties for proposed
additions and/or deletions of IMEs. Any physician proposed for addition or deletion
after the quarterly review period will be reviewed at the next scheduled quarterly
review period.
I. Appointments
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 52 of 312
Page 5 of 8
1.The City’s Third-Party Administrator (“TPA”) shall schedule any
appointment(s) between the IME and covered employee and provide notice of
the appointment(s) to the covered employee within 10 business days after the
receipt of the objection and when all relevant records have been received by the
TPA. The notice of the appointment shall include the location, date, and time of
the appointment.
2. The covered employee shall be responsible for providing the City’s
TPA with his/her work schedule prior to an appointment being made, so that
appointments can be made, if possible, during a covered employee’s non-
working hours.
3. Compensation for attending medical appointments under this
Agreement shall be consistent with California Labor Code requirements.
4.Mileage reimbursement to covered employees shall be in accordance
with California Labor Code Section 4600(e)(2) unless transportation is provided
by the City.
5.For purposes of appointments, the City’s TPA shall select the IME(s) by
starting with the first name listed on the exclusive list of IMEs within the
appropriate specialty, and continuing down the list, in order, until the list is
exhausted, at which time the City’s TPA will resume using the first name on the
list. Said list of IMEs shall be organized in alphabetical order by the IMEs’ last
names. IMEs that cannot meet the appointment timeframes designated in the
Physician Contract shall be bypassed for the next available IME on the list. The
TPA will maintain a log of the number of disputed claims, the type of disputes,
the type of body part claimed, the time frames for setting IME appointments and
receiving the IME report and the dispute outcomes.
6. The IME shall submit the medical reports 30 calendar days following
examination of the covered employee, pursuant to the terms of the IME’s
contract, unless a longer period of time is agreed to by the parties.
J. The City is not liable for the cost of any medical examination used to
resolve disputes governed by this Agreement where said examination is furnished by a
medical provider that is not authorized by this Agreement. Medical evaluations shall
not be obtained outside of this Agreement for disputes covered by this Agreement,
notwithstanding California Labor Code Section 4605.
K. Both parties shall be bound by the opinions and recommendations of the
IME selected in accordance with the terms of this Agreement, subject to legal challenges
brought by the parties, before the WCAB.
L. Either party who receives records prepared or maintained by the treating
physician(s), or records, either medical or nonmedical, that are relevant to the
determination of the medical issue, shall serve those records on the other party
immediately upon receipt. If a party objects to the provision of any nonmedical
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 53 of 312
Page 6 of 8
record(s) to the IME, the party shall object within 10 calendar days of the service of
record(s) to the other party. Objecting to the provision of nonmedical records may
result in the denial of the claim on the basis that the IME did not have complete and
accurate information. There shall be no objection to the provision of medical records to
the IME, subject to the provisions of the California Labor Code.
M. The City’s TPA shall provide to the IME records prepared or maintained
by the covered employee’s treating physician(s) and medical and nonmedical records
relevant to the determination of the medical issue(s). The City’s TPA shall prepare a list
of all documents provided to the IME and shall serve a copy of the list on the covered
employee and/or on his/her legal or other representative.
N. All communications with the IME shall be in writing and shall be served
on the opposing party. This provision does not apply to routine discussions between
the covered employee and the IME during the examination but may be reported in the
IME’s report.
O. Ex parte communication with the IME is prohibited. If a party or their
legal representative communicates with the IME in violation of paragraph N and/or O
of Article IV, the aggrieved party may elect to terminate the medical evaluation and
seek a new evaluation from the next IME chosen from the exclusive list of IMEs
pursuant to Article IV, paragraph I(5) above. If a new examination is required, the
party making the communication prohibited herein shall be liable for the cost of the
initial medical evaluation.
P. If either party disputes a medical finding of the IME, they shall notify the
other party of this dispute by way of written objection within 14 calendar days of actual
receipt of the IME’s report. All disputes of this nature shall be resolved either by way of
supplemental interrogatory and report or by way of deposition.
Q. If additional records are discovered either prior to the IME report or after
the IME report is sent to the parties, the following procedures will be followed, subject
to objection as set forth in Article IV, Paragraph L above: (1) if discovered prior to the
IME report being sent to the parties, such records will be provided to the IME and the
IME report will consider the records as part of the report; or (2) if discovered after the
IME report is sent to the parties, such records will be provided to the IME doctor and a
supplemental report will be issued with the records being considered.
Article V: Discovery
A. Covered employees will cooperate and provide the City’s TPA with fully
executed medical, employment and concurrent employment releases, disclosure
statements, and any other documents and information reasonably necessary for the City
to resolve the covered employee’s claim, when requested, subject to the limitations set
forth in the CCP and Labor Code. If the covered employee fails to return the executed
releases and it is determined that the medical information is not sufficient for the IME to
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 54 of 312
Page 7 of 8
provide a comprehensive evaluation, the parties shall meet to resolve the issue(s) within
14 calendar days prior to setting a medical evaluation. This Article does not supplant or
diminish the parties’ rights to pursue or contest discovery issues pursuant to the
remedies provided in the California Labor Code or by the WCAB.
B. This Agreement does not preclude a formal deposition of a covered
employee or IME when necessary pursuant to the right of discovery in accordance with
applicable provisions of law. The need for a formal deposition may delay the
scheduling of an appointment with an IME until the deposition has been completed.
Attorney’s fees for depositions of covered employees shall be paid at a rate consistent
with California Labor Code Section 5710. This rate of reimbursement for attorney’s fees
for depositions of covered employees is subject to an annual review to determine if
adjustments to said rate of reimbursement should be made. There shall be no attorney’s
fees for depositions of IMEs or other physicians. The current rate will be $375/ hour.
Article VII: General Provisions
A. This Agreement constitutes the entire understanding of the parties and
supersedes all other agreements, oral or written, with respect to the subject matter in
this Agreement.
B. This Agreement shall be governed and construed pursuant to the laws
of the State of California. Legal actions concerning any dispute, claim or matter arising
out of or in relation to this Agreement shall be instituted in the Superior Court of the
City of Chula Vista, State of California, or any other appropriate court in such City.
C. This Agreement, including all attachments and exhibits, shall not be
amended, nor any provisions waived, except in writing signed by the parties which
expressly refers to this Agreement.
D. If any portion of this Agreement is found to be unenforceable or illegal the
remaining portions shall remain in full force and effect.
E. This Agreement may be executed in counterparts.
F. Notice required under this Agreement shall be provided to the parties as
follows:
CITY: Courtney Chase
Director of Human Resources/Risk Management
City of Chula Vista
POA: John A. Ferrone, Esq.
Adams, Ferrone & Ferrone
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
2022/03/01 City Council Post Agenda Page 55 of 312
Page 8 of 8
Executed at San Diego, California.
CITY OF CHULA VISTA:
By: __
Date: ______________________________________
CHULA VISTA POLICE OFFICER’S ASSOCIATION:
By: __
Date: ______________________________________
APPROVED AS TO FORM:
By: __
City Counsel
Date: ______________________________________
Courtney Chase, Director of Human Resources/Risk Management
David Martinez
Mary Casillas Salas, Mayor
DocuSign Envelope ID: 90B12AD7-B634-4508-99CB-3DE21C03E87A
12/7/2020
12/7/2020
12/7/2020
2022/03/01 City Council Post Agenda Page 56 of 312
FIRST AMENDMENT TO LABOR MANAGEMENT WORKERS’
COMPENSATION ALTERNATIVE DISPUTE RESOLUTION
AGREEMENT BETWEEN THE CITY OF CHULA VISTA AND
THE CHULA VISTA POLICE OFFICERS ASSOCIATION
This First Amendment (“First Amendment’) shall update the existing language related to the
Alternate Dispute Resolution Agreement (“Agreement”) that is currently in effect by and
between the City of Chula Vista (“City”) and the Chula Vista Police Officer’s Association
(“CVPOA”), pursuant to California Labor Code Section 3201.7(a)(3)(c) as follows:
1. Pursuant to this First Amendment, the parties herein agree to extend the terms and conditions
of the Labor-Management Agreement- ADR MOU for another year to ________________.
2. All other terms and conditions of the Agreement not modified by this First Amendment shall
remain in full force and effect.
__________________________________ _________________
David Oyos Date
President, Chula Vista POA
__________________________________ _________________
Courtney Chase Date
Director of Human Resources
2022/03/01 City Council Post Agenda Page 57 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN EXTENSION TO THE
ALTERNATIVE DISPUTE RESOLUTION AGREEMENT
BETWEEN THE CITY OF CHULA VISTA AND THE CHULA
VISTA POLICE OFFICER’S ASSOCIATION
WHEREAS, in February 2019, the Chula Vista Police Officer’s Association (CVPOA)
approached the City requesting the City implement a Workers’ Compensation Alternative
Dispute Resolution (ADR) for claims made by the City’s sworn police personnel; and
WHEREAS, on March 17, 2020 Council approved and authorized the addition of 0.50
full-time equivalent (FTE) in the Human Resources Department to develop, implement, and
administer the ADR pilot program; and
WHEREAS, on December 1, 2020, the City Council adopted a Memorandum of
Understanding with the CVPOA and approved the ADR Agreement, establishing an ADR pilot
program for one year; and
WHEREAS, staff is requesting approval of an extension of the program for an additional
year.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula
Vista, that it approves an extension to the Alternative Dispute Resolution agreement between the
City of Chula Vsta and the Chula Vista Police Officer’s Association for an additional year.
Presented by Approved as to form by
Courtney Chase Glen R. Googins
Director of Human Resources /Risk Management City Attorney
2022/03/01 City Council Post Agenda Page 58 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Employee Referral Program: Approve the City’s Referral Program for Hard-to-Fill Positions
Report Number: 22-0086
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Adopt a resolution approving the City of Chula Vista’s Referral Program for hard-to-fill positions.
SUMMARY
The City of Chula Vista actively recruits qualified candidates to fill all positions throughout the organization
but recognizes there are certain hard-to-fill positions that the City needs additional help from employees to
obtain a more robust applicant pool. Eligible employees that make a successful referral, as defined by the
City’s policy will receive an incentive (either leave hours or payment paid over years). The City has met and
conferred with all labor groups on the proposed policy.
ENVIRONMENTAL REVIEW
Environmental Notice
The activity is not a “Project” as defined under Section 15378 of th e California Environmental Quality Act
State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
Environmental Determination
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
2022/03/01 City Council Post Agenda Page 59 of 312
P a g e | 2
Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA
Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
The City of Chula Vista actively recruits qualified candidates to fill all positions throughout the organization
but recognizes there are certain hard-to-fill positions that the City needs additional help from employees to
obtain a more robust applicant pool. Research shows and our experience supports, that new hires who come
into an organization through employee referrals are excellent contributors, stay with the organization longer
and are a more cost-effective hire.
Eligible employees that make a successful referral, as indicated in the City’s proposed policy (Attachment 1),
will receive either 16 hours of leave to be used in the fiscal year earned or a $3,000 referral payment that
will be paid over five years in three installments shown below:
• $1,000 upon hire of referred employee;
• $1,000 upon completion of probation; and
• $1,000 upon five (5) year anniversary of referred employee’s hire date.
The employee that provides the referral may select either option.
The Human Resources Department will be responsible for creating and maintaining the “Hard to Fill
Classification List.” All classifications on the list will be eligible for the referral program if the criteria are met
as defined in the City’s policy.
Approval of the resolution will approve the City’s Referral Program for Hard-to-Fill positions.
DECISION-MAKER CONFLICT
Staff has determined that the action contemplated by this item is ministerial, secretarial, manual, or clerical
in nature and, as such, does not require the City Council members to make or participate in making a
governmental decision, pursuant to California Code of Regulations Title 2, section 18702.4(a). Consequently,
this item does not present a conflict under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff is
not independently aware and has not been informed by any City Council member, of any other fact that may
constitute a basis for a decision maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Funding for the referral payments will be offset through salary savings achieved from the vacant positions.
ONGOING FISCAL IMPACT
Funding for the referral payments will be offset through salary savings achieved from the vacant positions.
2022/03/01 City Council Post Agenda Page 60 of 312
P a g e | 3
ATTACHMENTS
(1) Human Resources Department Policies and Procedures: Referral Program for Hard to Fill Positions
(2) Hard to Fill Classification List dated February 16, 2022
Staff Contact: Courtney Chase, Director of Human Resources/Risk Management
2022/03/01 City Council Post Agenda Page 61 of 312
Human Resources Department
Policies and Procedures
AUTHORITY:
Human Resources
SUBJECT: REFERRAL
PROGRAM FOR HARD
TO FILL POSITIONS
POLICY #:
NEW POLICY: XX REVISED POLICY: N/A
SUPERSEDES: N/A
EFFECTIVE DATE:
Page 1 of 3
PURPOSE
The purpose of this policy is to establish guidelines for the City of Chula Vista’s Referral
Program for hard-to-fill positions.
POLICY
The City of Chula Vista actively recruits qualified candidates to fill all positions throughout
the organization but recognizes there are certain hard-to-fill positions that the City needs
additional help from employees to obtain a more robust applicant pool. Research shows
and our experience supports, that new hires who come into an organization through
employee referrals are excellent contributors, stay with the organization longer and are a
more cost-effective hire.
Eligible employees that make a successful referral, as indicated in the procedure that follows,
will receive either 16 hours of leave to be used in the fiscal year earned or a $3,000* referral
payment that will be paid over five years in three installments shown below:
• $1,000 upon hire of referred employee;
• $1,000 upon completion of probation; and
• $1,000 upon five (5) year anniversary of referred employee’s hire date.
The employee that provides the referral may select either option.
The Human Resources Department will be responsible for creating and maintaining the
“Hard to Fill Classification List.” All classifications on the list will be eligible for the referral
program if the criteria are met as defined in the “Procedure” section.
*The City Manager may increase the amount of the referral payment up to, but not to exceed, $6,000
for specific classifications and will include that amount on the “Hard To Fill Classification List.” If the
payment amount is more than $3,000, the first two installments will be the same as above, but the
third installment will be the remainder of the incentive indicated on the list.
2022/03/01 City Council Post Agenda Page 62 of 312
Human Resources Department
Policies and Procedures
AUTHORITY:
Human Resources
SUBJECT: REFERRAL
PROGRAM FOR HARD
TO FILL POSITIONS
POLICY #:
NEW POLICY: XX REVISED POLICY: N/A
SUPERSEDES: N/A
EFFECTIVE DATE:
Page 2 of 3
PROCEDURE
1. Eligibility: All City of Chula Vista classified employees, except Executives, Senior
Managers, those employees responsible for recruiting efforts (including but not limited
to Human Resources Operations Staff, Police Professional Standards Unit, Fire
Department’s Training Division) and personnel and managers with hiring authority over
the referred candidates, will be eligible to receive the referral leave or payment.
2. The referred candidate (referral) must indicate on their City Application that they have
been referred by a City employee and list the employee’s name and position. The
referral can only list one employee on their application.
3. The employee who makes the referral will need to submit a Candidate Referral Form to
the Human Resources Department within one month that the referral is hired as a
permanent employee and will need to select their referral option. Employees will only be
eligible for two referrals per fiscal year.
4. All referral payments will be paid in three installments. The first installment will be paid
when the referral is hired. The second installment will be awarded once the referral
successfully passes probation. The third installment will occur at the referral’s 5-year
anniversary of hire date.
5. Payments will be paid as a non-PERSable payment and will be paid to the employee
through payroll. This referral shall not be shared among employees or between the
referring employee and the referral.
6. Leave received will need to be used within the same fiscal year that it is granted and is
not eligible for any cash out.
7. An employee who successfully refers a candidate will not be eligible for a referral
payment if they have terminated from employment.
8. Candidates who have been referred by City employees will be evaluated for
employment consistent with the City of Chula Vista’s policies, procedures and/or Civil
Service Rules. No priority will be given to this group of candidates. All information
regarding the hiring decision will remain strictly confidential.
2022/03/01 City Council Post Agenda Page 63 of 312
AUTHORITY:
Human Resources
SUBJECT: REFERRAL
PROGRAM FOR HARD
TO FILL
CLASSIFICATIONS
POLICY #:
NEW POLICY: XX
REVISED POLICY:
SUPERSEDES:
EFFECTIVE DATE:
Page 3 of 3
9. An employee may elect to receive a MOU negotiated referral incentive or the incentive
described in this policy. At no time shall an employee receive two incentives for one
referral.
10. Any disputes or interpretations of the program will be handled by the Director of Human
Resources/Risk Management. Their decision will be considered final.
SCOPE
This policy applies to permanent employees who have passed probation employed by the
City.
DEFINITIONS
Hard to Fill Classification – Positions where there are a limited number of people that: 1)
Possess the required skill set or experience; 2) possess the required certifications; and/or 3)
can pass a thorough background investigation or other rigorous screening process.
RESPONSIBLE PARTY
Employee
Human Resources
Director of Human Resources/Risk Management
Finance
RELATED POLICIES
N/A
REFERENCE
Hard To Fill Classification List
FORMS
Candidate Referral Form
Director of Human Resources/Risk Management Date
2022/03/01 City Council Post Agenda Page 64 of 312
Hard to Fill Positions
(as of February 16, 2022)
1. Building Inspector I
2. Building Inspector II
3. Electrician
4. Peace Officer
5. Police Dispatcher
6. Police Dispatcher Trainee
7. Police Recruit
2022/03/01 City Council Post Agenda Page 65 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING A REFERRAL PROGRAM FOR
HARD-TO-FILL POSITIONS
WHEREAS, the City of Chula Vista actively recruits qualified candidates to fill all
positions throughout the organization but recognizes there are certain hard-to-fill positions that
the City needs additional help from employees to obtain a more robust applicant pool; and
WHEREAS, research shows and our experience supports, that new hires who come into
an organization through employee referrals are excellent contributors, stay with the organization
longer and are a more cost-effective hire; and
WHEREAS, funding for the Referral Program is available through salary savings
achieved from the vacant positions; and
WHEREAS, eligible employees that make a successful referral, as indicated in the City’s
proposed policy will receive either 16 hours of leave to be used in the fiscal year earned or a
$3,000 referral payment that will be paid over five years in three installments shown below:
• $1,000 upon hire of referred employee;
• $1,000 upon completion of probation; and
• $1,000 upon five (5) year anniversary of referred employee’s hire date.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chu la
Vista, that it approves the City of Chula Vista’s Referral Program for Hard to Fill Positions.
Presented by Approved as to form by
Courtney Chase Glen R. Googins
Director of Human Resources /Risk Management City Attorney
2022/03/01 City Council Post Agenda Page 66 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Memorandum of Understanding (MOU): Approve an MOU with SANDAG Regarding the Next Operating
System (Next OS) to Enhance a Safe and Efficient Transportation Network
Report Number: 22-0040
Location: No specific geographic location
Department: Engineering
Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities), Section 15303 class 3
(New Construction or Conversion of Small Structures), and Section 15306 Class 6 (Information Collection).
Recommended Action
Adopt a resolution approving a Memorandum of Understanding with the San Diego Association of
Governments (SANDAG) regarding cooperative work to advance the development of Phase 1 of the Next
Operating System (Next OS).
SUMMARY
In January 2021, the San Diego Association of Governments (SANDAG) was awarded a federal grant from the
Federal Highway Administration (FHWA) under the Advanced Transportation and Congestion Management
Technologies Deployment Program (ATCMTD) to plan, develop, and deploy the Next Operating System (Next
OS) concept in the San Diego Region. SANDAG will work closely with its local partners, including the City of
Chula Vista (“City”), on this project and now wishes to memorialize their agreement in this Memorandum of
Understanding (MOU) to clearly define the roles and responsibilities of the parties to ensure the successful
implementation of this project.
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed project for compliance with the California
Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption
pursuant to State CEQA Guidelines Section 15306 Class 6 (Information Collection), Section 15301 Class 1
(Existing Facilities), and Section 15303 class 3 (New Construction or Conversion of Small Structures) because
the proposed project would not result in a significant effect on the environment, create a cumulative impact,
2022/03/01 City Council Post Agenda Page 67 of 312
P a g e | 2
damage a scenic highway, or cause a substantial adverse change in the significance of a historical resource.
Thus, no further environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable
DISCUSSION
Over the past several years the City of Chula Vista has pursued its goals and strategic planning to deploy
smart technologies to support City staff in its continued pursuit of the enhancement of the safety and
efficiency of its transportation network. These enhancements are with the primary goal of providing a better
quality of life for people who live, work, and/or play in Chula Vista.
Similarly, SANDAG, has continued to pursue different grant opportunities, plans, and projects to improve
safety, efficiency, and mobility choices for everyone in the region. As a result, in January 2021, SANDAG was
awarded a federal grant from the Federal Highway Administration (FHWA) under the Advanced
Transportation and Congestion Management Technologies Deployment Program (AT CMTD) to plan,
develop, and deploy the Next OS concept in the San Diego Region. The project grant scope was developed
with input and coordination with City staff to help advance the Next OS.
The Next OS is a digital platform that will compile information from various sources such as passenger
vehicles, delivery trucks, e-bikes, and e-scooters into a centralized data hub. This data will be analyzed and
used to help improve how the transportation system is planned, operated, and experienced by its users. The
aspiration of the Next OS is to provide a safer and more efficient network with well-connected mobility
choices.
Next OS is a key part of SANDAG’s 5 Big Moves and it will include the development of several smart system
platforms to align with current regional priorities including:
Smart Borders – Developing a comprehensive regional border management system along State Route
11 and the Otay Mesa East Port of Entry which should improve cross-border transportation choices
and economic opportunities; and
Smart Mobility – Deploying complementary Mobility Hub amenities and Flexible Fleet technologies
into a single trip-planning application; and
Smart Infrastructure – Developing a regional smart intersection system to improve safety and
efficiency for different road users including freight, emergency vehicles, and people who walk, bike
and ride transit. Smart intersections with connected vehicle technologies are planned in the City of
Chula Vista as part of this project in the vicinity of major trolley stations located at E Street and H
Street.
Next OS technology is intended to make daily trips quicker and easier by providing better information and
more compelling options. The partnership and collaborative effort described in the MOU between SANDAG
and the City will lead to the necessary work to advance the development of the Next OS and set the stage for
future phases of the project which will include project deployment, and management and operations of the
new systems.
2022/03/01 City Council Post Agenda Page 68 of 312
P a g e | 3
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
This effort involves only nominal staff time and effort to coordinate and oversee the development of the
Phase One project concept, system requirements, and design plans. The costs of such efforts will be funded
from existing projects that are part of the FY 2022/23 Capital Improvement Program budget.
ONGOING FISCAL IMPACT
The ongoing effort will involve nominal staff time and effort toward operation and collaborative data sharing
with SANDAG. The costs of such efforts will be funded by relevant ongoing programmatic Capital
Improvement Program projects.
ATTACHMENTS
MOU between SANDAG and the City of Chula Vista
Staff Contact: Eddie Flores, City Traffic Engineer, Engineering & Capital Projects
William S. Valle, City Engineer/Director of Engineering & Capital Projects
2022/03/01 City Council Post Agenda Page 69 of 312
MEMORANDUM OF UNDERSTANDING
BETWEEN SAN DIEGO ASSOCIATION OF GOVERNMENTS
AND THE CITY OF CHULA VISTA
REGARDING COOPERATIVE WORK TO ADVANCING THE DEVELOPMENT OF
PHASE 1 OF THE NEXT OPERATING SYSTEM (NEXT OS)
SANDAG CONTRACT NO. S863883
This Memorandum of Understanding (MOU) is made and entered into effective as of the last
signature date below, by and between the San Diego Association of Governments (“SANDAG”) and City of
Chula Vista (“City”).
RECITALS
WHEREAS, SANDAG and the City support collaboration to consider the planning, development,
and implementation of smart mobility technology strategies throughout the San Diego region to improve
safety, system efficiency, and provide mobility choices to improve cross-border transportation choices and
economic opportunities; and
WHEREAS, SANDAG is preparing a bold new transportation vision with a goal to transform how
people and goods move throughout the region as embodied by the San Diego 5 Big Moves vision -
Complete Corridors, Transit Leap, Mobility Hubs, Flexible Fleets, and the Next Operating System (Next
OS); and
WHEREAS, in January 2021, SANDAG was awarded a federal grant from the Federal Highway
Administration (FHWA) under the Advanced Transportation and Congestion Management Technologies
Deployment (ATCMTD) Program to plan, develop, and deploy the Next OS concept (Advancing
Connectivity and the Economy Through Technology in the San Diego Region), referenced to herein as
“PROJECT”; and
WHEREAS, the PROJECT grant scope was developed with input and coordination with City staff
to help advance the development of the Next OS and included the following key PROJECT components:
The PROJECT will advance a key regional project priority; State Route 11/Otay Mesa East
Port of Entry through the delivery of the Regional Border Management System (RBMS); and
The PROJECT will include the pilot deployment of connected vehicle technologies through the
deployment of a Smart Intersection System (SIS); and
The PROJECT will deploy complementary Mobility Hub amenities and Flexible Fleet
technologies; and
WHEREAS, the PROJECT grant scope covers the region of San Diego County south of downtown,
within the Cities of San Diego, Chula Vista, National City and within the communities of San Ysidro and
Otay Mesa. The PROJECT area also includes Interstate 5 and 805 corridors and Harbor Drive, and other
planned local agency roadway segments (See Exhibit 2 - PROJECT grant map); and
WHEREAS, the PROJECT will help advance key Transportation System Management and
Operations (TSMO) activities identified in the 2021 Regional Plan as Near -term and Continuing Actions,
that include examining future funding opportunities for maintenance and operations; and
2022/03/01 City Council Post Agenda Page 70 of 312
2
WHEREAS, this effort requires the coordination, participation, and on-going support and
commitment from key regional partners , including SANDAG, Caltrans, San Diego Metropolitan Transit
System (MTS), and the Cities of San Diego, Chula Vista, and National City; and
WHEREAS, it is SANDAG’s desire to work closely with these partners to ensure the successful
implementation of the PROJECT which will serve as a model to carry forward the region’s vision of a
collaborative approach for advancing the 2021 Regional Plan and the Next OS; and
WHEREAS, the parties wish to memorialize their agreement in this MOU to carry out the purposes
set forth above;
AGREEMENT
NOW THEREFORE, in consideration of the mutual promises set forth herein, the parties agree as
follows:
SANDAG AGREES:
1. To serve as overall PROJECT administrator to include active participation and commitment to the
completion of the PROJECT to include the following key activities:
a. Lead overall PROJECT coordination with all PROJECT team agency stakeholders that
include the City of San Diego, City of Chula Vista, City of National City, MTS, and
Caltrans.
b. Provide oversight and management of PROJECT administrative activities including
PROJECT consultants and contractors.
c. Work with PROJECT stakeholders to coordinate and follow the appr opriate submittal
requirements for PROJECT deliverables.
d. Work with PROJECT stakeholders to coordinate the review and approval of PROJECT
deliverables, system and equipment concept designs, and field and vehicle equipment
specifications and designs, prior to PROJECT system installation and field
deployment.
e. Lead overall PROJECT reporting responsibilities including progress reports to
PROJECT stakeholders and U.S. DOT.
2. SANDAG PROJECT Point of Contact:
Alex Estrella
Technology Planning Manager
401 B Street, Suite 800
San Diego, CA 92101
(619) 699-1928
aes@sandag.org
3. Neither the City of Chula Vista nor any officer, director, or employee thereof is responsible for any
damage or liability occurring by reason of anything done or omitted to be done by SANDAG under or
in connection with any work, authority or jurisdiction delegated to SANDAG under this MOU. It is
2022/03/01 City Council Post Agenda Page 71 of 312
3
understood and agreed that, p ursuant to Government Code Section 895.4, SANDAG shall fully
defend, indemnify and save harmless City of Chula Vista, all officers, directors, and employees from
all claims, suits, or actions of every name, kind, and description brought for or on account of injury
(as defined in Government Code Section 810.8) occurring by reason of anything done or omitted to
be done by SANDAG under or in connection with any work, authority, or jurisdiction delegated to
SANDAG under this MOU.
CITY AGREES:
1. City shall provide staff participation, input, direction, and cooperation as required during the
development and implementation of PROJECT.
2. City support participation and cooperation during the PROJECT planning, technical, and operational
activities shall include:
a. Attend PROJECT meetings and conference calls as applicable.
b. Work with SANDAG to coordinate and determine the appropriate submittal
requirements for PROJECT deliverables.
c. Provide planning, technical, and operational guidance through completion of all
PROJECT phases.
d. Provide review, comments, or approvals as appropriate to applicable PROJECT
reports and deliverables, concept system designs, system specifications and design
plans, and PROJECT deployment and field installation requirements.
e. Provide City supporting services for review and required approval of PROJECT field
equipment installation and permitting requirement documentation associated with
PROJECT elements on City right of ways.
3. That following completion of the PROJECT, City will own the PROJECT equipment within City right
of way and will maintain, and operate such equipment at the City’s sole discretion. City shall assume
ownership for PROJECT equipment following the completion of the PROJECT.
4. City PROJECT Point of Contact:
Eddie Flores
City Traffic Engineer
476 Fourth Avenue
Chula Vista, CA 91910
619-476-5368
eflores@chulavistaca.gov
5. Neither SANDAG nor any officer thereof is responsible for any damage or liability occurring by reason
of anything done or omitted to be done by City of Chula Vista under or in connection with any work,
authority, or jurisdiction delegated to City of Chula Vista under this MOU. It is understood and agreed
that, pursuant to Government Code Section 895.4, City of Chula Vista shall fully defend, indemnify,
and save harmless SANDAG, all officers, and employees from all claims, suits, or actions of every
name, kind, and description brought for or on account of injury (as defined in Government Code
Section 810.8) occurring by reason of anything done or omitted to be done by City of Chula Vista
2022/03/01 City Council Post Agenda Page 72 of 312
4
under or in connection with any work, authority, or jurisdiction delegated to City of Chula Vista under
this MOU.
THE PARTIES MUTUALLY AGREE:
1. The parties agree to work cooperatively toward the mutual goal of completing the PROJECT. To do
so, SANDAG and the City agree to undertake the PROJECT work efforts through the completion of
three key Phases as briefly discussed below:
a. Phase One (Est. FY 22 Q1 – FY 23 Q2) – PROJECT System Concept and Design.
This Phase shall include working with all project partners to complete ATCMTD project-
management and concept-development, system requirements and design plans.
Phase One also includes the completion of critical project-management documentation
that will detail the specific steps, work elements, tasks, deliverables, and milestones
that will be taken and delivered throughout the project lifecycle.
b. Phase Two (Est. FY 23 Q2 – FY 24 Q4) PROJECT Deployment. Phase two shall
include all software and system development, interface build, and integration activities
that will be carried out for deploying and “turning on” the proposed PROJECT systems.
Phase Two activities also will include system training and supporting public
outreach/awareness efforts.
c. Phase Three (Est. FY 24 Q1– FY 25 Q2) PROJECT Concept Management and
Operations. This Phase shall be initiated in parallel during Phase Two efforts.
Activities under this Phase are intended to monitor, evaluate, and document the on -
going operations and management of PROJECT enhancements. Findings will serve
as the basis for understanding, identifying, and establishing long term institutional
PROJECT operational and management needs, implications, and PROJECT
transitioning and conclusion.
2. As part of Phase One activities, the parties agree to work cooperatively toward the mutual goal of
assessing and finalizing proposed PROJECT scope components to support the deployment of the
following key PROJECT elements:
a. Deployment of technologies at three (3) Mobility Hubs.
b. Deployment of 33 Smart Intersection System elements, including one or more of the
following elements: advanced control systems, connected vehicle roadside equipment,
advanced detection and safety applications, transit signal and commercial vehicle
priority systems.
c. Expansion of the I-805 bus on shoulder system to include four additional ramp
preemption systems in the southbound direction.
d. Inclusion of planned RBMS functions (lane management, traveler information, border
wait time estimation, dynamic tolling) into the ICMS solution.
e. Expansion of the coverage of the proven I-15 ICMS to include I-5, I-805, SR 125, and
SR 905.
2022/03/01 City Council Post Agenda Page 73 of 312
5
f. Provision of NextGen 511 connected traveler app for connected travelers (alerts,
border wait times, eco-driving, etc.).
3. SANDAG shall serve as grant administrator and provide overall PROJECT management and
coordination.
4. City shall provide planning, technical, and operational cooperation and review of PROJECT
deliverables through completion of the PROJECT.
5. The parties mutually agree to establish a TSMO mobility advisory group to guide the aspects of data
sharing, cross agency coordination, and seeking of future funding opportunities for all PROJECT
elements including ongoing operations and management.
6. The parties shall designate specific individuals as representatives for purposes of this MOU. The
parties may change the designated individual by providing written notice to the other party of such
change.
7. That all obligations of SANDAG under the terms of this MOU are subject to the ap propriation of the
required resources by SANDAG and the approval of the SANDAG Board of Directors.
8. Any notice required or permitted under this MOU may be personally served on the other party, by the
party giving notice, or may be served by certified mail, return receipt requested, to the following
addresses:
For SANDAG For City of Chula Vista
401 B Street, Suite 800 476 Fourth Avenue
San Diego, CA 92101 Chula Vista, CA 91910
Attn: Alex Estrella Attn: Eddie Flores
9. This MOU shall continue in effect unless and until a party to the MOU gives 60 (sixty) days written
notice of its desire to withdraw from the MOU. If such notice is given, the MOU shall continue to be
binding on those parties who have not formally withdrawn.
10. The indemnification provisions of this MOU shall survive termination of the MOU.
11. This MOU shall be interpreted in accordance with the laws of the State of California. If any action is
brought to interpret or enforce any term of this MOU, the action shall be brought in a state or federal
court situated in the County of San Diego, State of California.
12. All terms, conditions, and provisions hereof shall inure to and shall bind each of the parties hereto,
and each of their respective heirs, executors, administrators, successors, and assigns.
13. For purposes of this MOU, the relationship of the parties is that of independent entities and not as
agents of each other or as joint ventures or partners. The parties shall maintain sole and exclusive
control over their personnel, agents, consultants, and operations.
14. No alteration or variation of the terms of this MOU shall be valid unless made in writing and signed
by the parties hereto, and no oral understanding or agreement not incorporated herein shall be
binding on any of the parties hereto.
2022/03/01 City Council Post Agenda Page 74 of 312
6
15. Nothing in the provisions of this MOU is intended to create duties or obligations to or rights in third
parties to this MOU or affect the legal liability of the parties to this MOU.
16. This MOU may be executed in any number of identical counterparts, each of which shall be deemed
to be an original, and all of which together shall be deemed to be one and the same instrument when
each party has signed one such counterpart.
17. This MOU may be executed and delivered by electronic signature.
IN WITNESS WHEREOF, the Parties hereto have executed this MOU effective as of the last date
a party provides an electronic signature below.
SAN DIEGO ASSOCIATION OF
GOVERNMENTS
CITY OF CHULA VISTA
RAY TRAYNOR
Chief Planning and Innovation Officer
MARIA V. KACHADOORIAN
City Manager
APPROVED AS TO FORM: APPROVED AS TO FORM:
Office of General Counsel Glen R. Googins, City Attorney
Exhibits:
1- ATCMTD Project Grant Submission – Activities and Schedule
2- ATCMTD Project Grant Submission – Project Area
2022/03/01 City Council Post Agenda Page 75 of 312
1 - ATCMTD Project Grant Submission - Activities and Schedule
2022/03/01 City Council Post Agenda Page 76 of 312
8
2 - ATCMTD Project Grant Submission – Project Area
2022/03/01 City Council Post Agenda Page 77 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING A MEMORANDUM OF
UNDERSTANDING BETWEEN THE SAN DIEGO
ASSOCIATION OF GOVERNMENTS AND THE CITY OF
CHULA VISTA REGARDING COOPERATIVE WORK TO
ADVANCE THE DEVELOPMENT OF PHASE 1 OF THE NEXT
OPERATING SYSTEM
WHEREAS, San Diego Association of Governments (SANDAG) and the City of Chula
Vista (City) support collaboration to consider the planning, development, and implementation of
smart mobility technology strategies throughout the San Diego region to improve safety, system
efficiency, and provide mobility choices to improve cross-border transportation choices and
economic opportunities; and
WHEREAS, in January 2021, SANDAG was awarded a federal grant from the Federal
Highway Administration (FHWA) under the Advanced Transportation and Congestion
Management Technologies Deployment (ATCMTD) Program to plan, develop, and deploy the
Next OS concept; and
WHEREAS, this effort requires the coordination, participation, and on-going support and
commitment from key regional partners, including SANDAG, Caltrans, San Diego Metropolitan
Transit System (MTS), and the cities of Chula Vista, San Diego, and National City; and
WHEREAS, it is SANDAG and the City’s wish to memorialize their agreement in this
Memorandum of Understanding to carry out the purposes set forth above and to ensure the
successful implementation of the project.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it approves the Memorandum of Understanding Between San Diego Association of
Governments and the City of Chula Vista Regarding Cooperative Work to Advancing The
Development of Phase 1 of The Next Operating System (NEXT OS), in the form presented, with
such minor modifications as may be required or approved by the City Attorney, a copy of which
shall be kept on file in the Office of the City Clerk, and authorizes and directs the City Manager
to execute same.
Presented by Approved as to form by
William S. Valle Glen R. Googins
Director of Engineering & City Attorney
Capital Projects/City Engineer
2022/03/01 City Council Post Agenda Page 78 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Grant Application: Fifth Cycle of the Smart Growth Incentive Program Administered by the San Diego
Association of Governments for the Chula Vista Trails Master Plan
Report Number: 22-0024
Location: No specific geographic location
Department: Development Services
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines.
Recommended Action
Adopt a resolution authorizing an application for grant funds from the San Diego Association of Governments
for a Trails Master Plan and, if selected for funding, authorizing actions necessary for implementation of the
grant.
SUMMARY
In the interest of obtaining grant funding toward planning a citywide recreational trail system, staff is
preparing an application for the Smart Growth Incentive Program (SGIP) – Cycle 5 grant administered by the
San Diego Association of Governments (SANDAG). The goal of this program is to fund planning activities that
facilitate compact, mixed-use, transit-oriented development and increase housing and transportation
choices. The application is for the Chula Vista Trails Master Plan (the “Trails Master Plan”).
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the
California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined
under Section 15378 of the State CEQA Guidelines because the activity consists of obtaining grant funding
toward planning a citywide recreational trail system, which does not involve any commitment to any specific
2022/03/01 City Council Post Agenda Page 79 of 312
P a g e | 2
project that may result in a potentially significant physical impact on the environment. Therefore, pursuant
to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no
environmental review is required. Notwithstanding the foregoing, the Director of Development Services has
also determined that the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of the California
Environmental Quality Act State Guidelines.
Although environmental review is not required at this time, once the scope of potential individual projects
has been defined, environmental review may be required for each project and the appropriate environmental
determination will be made.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
None
DISCUSSION
Up to $3 million of TransNet funding for SGIP Planning projects is available to local jurisdictions through the
SGIP Program provided by the California Department of Housing and Community Development (HCD).
On November 24, 2021, SANDAG announced the SGIP – Cycle 5 Call for Projects. The SGIP provides funding
for transportation-related infrastructure improvements and planning efforts that support smart growth
development in Smart Growth Opportunity Areas. While the over-arching goal is to fund comprehensive
public infrastructure projects and planning activities that facilitate compact, mixed-use, transit-oriented
development and increase housing and transportation choices, Cycle 5 is dedicated to planning projects only.
The maximum award available is $500,000 per application.
The goal of the Trails Master Plan is to develop a city-wide comprehensive trail system that will identify
existing and planned facilities within the City’s open space areas. This network of hiking trails, paths and off-
road bikeways will connect Chula Vista’s neighborhoods with its numerous parks and recreation facilities as
well as link to local and regional circulation systems in adjacent communities. The Trails Master Plan would
also complement the Active Transportation Plan (approved in May 2020) which guides future pedestrian
and bicycle improvements along the City’s roadways.
Background
There currently exists a mix of planned and authorized trails as well as many unofficial trails that have been
carved through city open space areas and, in some cases, within sensitive habitat that is damaging natural
resources. While some existing trails are recognized by the City in various communities, the Trails Master
Plan will formalize a network to add some of the currently unofficial trails and close off others to allow the
repair of plant communities within these sensitive habitat areas.
Both the City’s General Plan and Parks & Recreation Master Plan acknowledge the need for a trail system
within the City:
General Plan - Policy E 11.4 states, “Prepare and implement a City-wide Trails Master Plan that
defines staging and access areas, trail types, standards, and siting criteria, consistent with the
2022/03/01 City Council Post Agenda Page 80 of 312
P a g e | 3
Greenbelt Master Plan and the Chula Vista MSCP Subarea Plan, including the placement of
appropriate limitations on public access outside of designated trails and staging and access areas.”
Parks & Recreation Master Plan (PRMP) - Policy 1.30 reads, “Enhance access to the parks and
recreation system by continuing to grow the citywide network of open space, trails, paths, and
bikeways linking park and recreation facility locations.
Action Item: Develop a comprehensive trails master plan that identifies existing &
planned facilities citywide.
Action Item: Encourage the development of trails, paths, and bikeways within master-
planned communities that not only link the community’s parks and
recreation facilities but also provide connections to parks and recreation
facilities in adjacent communities, including the OVRP.”
A comprehensive trails system supports City initiatives such as Healthy Chula Vista and the City’s Climate
Action Plan goals by promoting physical activity and alternative modes of transportation and developing
awareness of our urban forest and open space.
The mountain biking community expressed a strong desire to formalize the many unofficial existing trails
throughout the City during public outreach meetings and correspondence as staff was seeking input on the
2018 update to the PRMP. Staff acknowledged the need for this growing recreational sport and the need for
a formal trail system, creating Policy 1.30, mentioned above. PRMP Figure 4-4, Greenbelt / Open Space &
Network Trails / Paths also notes the intention to develop the Master Plan (Attachment 1).
Pilot Project
In July 2020, the City of Chula Vista embarked on a pilot project within Snake and Rice Canyons in the Rancho
del Rey community. The pilot project formalized a loop trail and allowed the official use of mountain bikes
on existing trails and recognizes some previously unofficial trail segments, while closing off others to
reestablish sensitive habitat. On September 17, 2020, staff presented an update to the planned Master Plan
and the Snake and Rice Canyon Loop Trail Pilot Project to the Parks & Recreation Commission, and while no
formal recommendation was provided, the commissioners expressed full support of the projects. Staff has
been documenting operations and maintenance costs associated with the pilot project and will be bringing
forward its findings to City Council at a meeting this summer.
Master Plan
If awarded SGIP funding, staff will issue a request for proposals from qualified consultants to prepare the
Trails Master Plan. Staff will work with the selected consultant to develop a scope of work (including but not
limited to, an existing inventory of trails, goals and objectives, framework of the trail system, proposed
alignments, trailheads, staging areas and linkages, guidelines for design and construction, operations and
management, program implementation, etc.) and schedule to prepare the plan.
2022/03/01 City Council Post Agenda Page 81 of 312
P a g e | 4
Estimated Cost
Description Estimated Cost
Estimated Cost to draft a Master Plan
(including hiring a consultant and conducting public outreach)
$300,000-400,000
Estimated Cost to complete CEQA analysis as needed
(including bio reports & CEQA docs; but not including potential mitigation costs)
$75,000-$100,000
Total Estimated Cost $375,000-$500,000
Maximum SGIP Contribution $500,000
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no current year fiscal impact to the General Fund or Development Services Fund as a result of this
action. If the grant is awarded, the funds will allow the City to develop a Trails Master Plan. Grant awards are
expected to occur in the current fiscal year with grant agreements executed and Notices to Proceed issued in
May 2022.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact to the General Fund or Development Services Fund as a result of this action.
If the grant is awarded, staff will return to Council to appropriate grant funds. Upon completion and approval
of the Trails Master Plan, staff will seek funding for the implementation of trail segments.
ATTACHMENTS
1. PRMP Figure 4-4, Greenbelt/Open Space & Network Trails/Paths
2. SGIP Planning Grant Agreement Template
Staff Contact: Mark Caro, Landscape Architect
Tiffany Allen, Director of Development Services
2022/03/01 City Council Post Agenda Page 82 of 312
E H S T
MAIN STI S T
E J ST
O LY M PIC PWE S T
J S T
L S T
F S T
THI
RD AVH S T
G S T
FOURTH AVO TA Y LA K E S R D
BROADWAYK S T
BAY BLHUNTE PWE PA L O M A R S THILLTOP DRBONITA RDEASTLAKE PWFIRS
T AVSECOND AV
M O S S S T
MELROSE AVLA
M
E
DI
A R
D
P A L O M A R S T
TELEGRAPH CANYON RD
D ST
O X F O RD S T OLE
AND
E
R AVFIFTH
AVNACI
ON AVNAP L E S S T
E L ST
E N A P L E S S T
BIRC H R D
ORANGE AV
C ST CORR
AL C
A
NYON RD
IN
DUSTRI
AL BLLANE AVBRANDYWINE AVP R O CTOR VALLEY RD
E O XFORD ST
E ORANGE AVMARI
NA PWP
ASEO LADERAPASEO RANCHERON R ANCHO DEL REY PW
MOUNT MIGUEL RD
H
E
RITA
G
E R
D FEN T O N S T
PASEO D E L REYRUTGER
S
A
V
L AG O O N DR
FIF
TH AV
PROCTOR VALLEY RD
HERI
TAGE RD805
54
5
SR125
Otay Landfill
Otay Reservoir
San Diego
Bay
City of Chula Vis
t
a
L:\Gabe Files\Existing Parks & Recreation Facilities.ai.8.24.2018
8/2018
90
100
84
101 112
89
93
99
102
103
107
108
109
117
118
119
126
83
86
87
92
94
95
96
97
104
105 106
114116
127
128
120
85
111
115
121122123124
125
129
98
110
113
88
130
91
30
2
4
34 28
20 29
40
55
57
54
31 48 3212
41 25
24
43
42
23
10
8 39
67
46
15
64
19
18
58
65
26
22
44
63 11
59
16
35
61
50
9
14
47
27
4766 13
57
53
21
1
52
6
62
5
37
33
45
56
68
60
7
36
51
3817
3
82
47
71
73
72
74
75
76
77
49
79
70
80
81
69 78
Greenbelt / Open Space & Network Trails / Paths
Greenbelt / Open Space
Existing Trails / Paths
Future Trails / Paths
Trails and paths shown represent a majority of existing and future trails and paths known to City staff. The City intends
to prepare a comprehensive city-wide trails master plan in the future at which time all legal trails/paths will be verified.
Note:
Recreation/Community Center
Existing Parks
Future Parks
4-13
Figure 4-4
ATTACHMENT 1
2022/03/01 City Council Post Agenda Page 83 of 312
1
GRANT AGREEMENT BETWEEN
THE SAN DIEGO ASSOCIATION OF GOVERNMENTS AND
[JURISDICTION NAME]
REGARDING [FULL PROJECT TITLE]
TRANSNET SMART GROWTH INCENTIVE PROGRAM – PLANNING CYCLE 5
SANDAG CONTRACT NO. [CMS NUMBER]
THIS GRANT AGREEMENT (“Agreement”) is made and entered into effective as of the last signature
date, by an between the San Diego Association of Governments (“SANDAG”), 401 B Street, Suite 800,
San Diego, California, and [JURISDICTION NAME], (“Grantee”), [Address]. This Agreement expires on
[Month and Day, Year], unless amended in writing by mutual agreement of the parties.
The following recitals are a substantive part of this Agreement:
A. The SANDAG Board of Directors allocates funds under the TransNet local sales tax program to
support local transportation-related infrastructure projects in the San Diego region through a
competitive process.
B. The TransNet Extension Ordinance contains provisions to fund the Smart Growth Incentive
Program (SGIP) for which funding began on April 1, 2008. The SGIP encompasses projects that
better integrate transportation and land use and recognizes the comprehensive effort to integrate
smart growth place making, access to transit, and environmental justice.
C. In January 2010, the SANDAG Board of Directors approved Board Policy No. 035: Competitive
Grant Program Procedures, which is available in its updated version at www.sandag.org/legal. This
Agreement and the Grantee’s performance hereunder are subject to Board Policy No. 035, which
includes multiple “use it or lose it” provisions.
D. On November 19, 2021, SANDAG issued a call for projects from local jurisdictions in
San Diego County wishing to apply for a portion of the TransNet SGIP funds for use on planning
projects meeting certain criteria, and authorizing up to $3 million from the SGIP to be used for
planning projects.
E. On [Month, Day, Year], the SANDAG Board of Directors approved a list of recommended SGIP
projects for the fifth competitive grant cycle, and one of those projects is the subject of this
Agreement (Project). The Project Scope of Work, Schedule, and Budget are included as
Attachment A.
F. The purpose of this Agreement is to establish the terms and conditions for SANDAG to provide
Grantee with funding to implement the Project.
G. Although SANDAG will be providing financial assistance to Grantee to support the Project,
SANDAG will not take an active role or retain substantial control of the Project. Therefore, this
Agreement is characterized as a funding agreement rather than a cooperative agreement.
NOW, THEREFORE, it is agreed as follows:
2022/03/01 City Council Post Agenda Page 84 of 312
2
I. GRANT AWARD
A. The total amount payable by SANDAG to Grantee pursuant to this Agreement shall be the
proportion of actual Project costs allocated to grant funding in Attachment A and shall not exceed
the grant award of [dollar amount] (Fund Limit).
B. It is agreed and understood that this Agreement Fund Limit is a ceiling and that SANDAG will only
reimburse the allowable cost of services actually rendered as authorized by SANDAG at or below
the Fund Limit. Notwithstanding the foregoing, Grantee understands that TransNet funds derive
from retail transactions and use tax revenues, which fluctuate. The SANDAG funding commitment
to SGIP Projects, including this Project, is subject to these fluctuations, which may impact funding
availability for this Project.
C. Grantee’s is included in the Regional Transportation Improvement Plan (RTIP). The TransNet MPO
ID for the Project is [ID Number].
II. PROJECT BUDGET
Except to the extent that SANDAG determines otherwise in writing, the Grantee agrees as follows: The
Grantee and SANDAG have agreed to a Project Budget that is set forth in Attachment A. The Grantee
and/or third-party contractor(s) will incur obligations to the Project only as authorized by the Project
Budget. An amendment to the Project Budget requires the issuance of a formal amendment to the
Agreement per Board Policy No. 035, unless the re-allocation of funds among budget items or fiscal years
does not increase the Fund Limit, does not exceed an aggregate of ten percent for any particular task in
Attachment A, does not negatively impact the benefits obtained from the Project, and is consistent with
applicable laws, regulations, and policies. Prior written SANDAG Grants Program Manager approval is
required for transfers of funds between tasks in Attachment A that meet these eligibility criteria for an
administrative amendment by SANDAG staff. All other amendments are subject to approval by a
SANDAG Policy Advisory Committee or the SANDAG Board of Directors.
III. MATCHING FUNDS
Grantee agrees to provide matching funds in an amount of [dollar amount] of the actual cost of the
Project, estimated to be [number including two decimals (e.g., 15.00)] percent based on the Project
Budget. If the actual cost of the Project exceeds the Project Budget, Grantee is responsible for 100
percent of the actual cost greater than the Project Budget.
A. Availability of Grant Funding
Except where expressly allowed in writing herein, credits for matching funds will be made or
allowed only for work performed on and after the Notice to Proceed date and prior to the
termination date of this Agreement, unless expressly permitted by SANDAG in writing.
B. Reduction of Matching Funds
The Grantee agrees that no reduction in the amount of matching funds may be made unless a
reduction of the proportional share of the grant funding provided by SANDAG under this Agreement
also is made.
C. Prompt Payment of Grantee’s Share of Matching Funds
Grantee agrees to complete all actions necessary to provide its share of the Project costs at or
before the time the matching funds are needed from Grantee to pay for Project costs. The Grantee
agrees to provide not less than its cumulative required match amount of Project costs prior to
invoicing SANDAG for reimbursement. Each of Grantee’s invoices must include its matching fund
2022/03/01 City Council Post Agenda Page 85 of 312
3
contribution, along with supporting, descriptive and/or explanatory documentation for the matching
funds provided.
IV. PROJECT MANAGERS
Grantee’s Project Manager is [Project Manager].
The SANDAG Project Manager is Tracy Ferchaw.
Project manager continuity and experience is deemed essential in Grantee’s ability to carry out the
Project in accordance with the terms of this Agreement. Grantee shall not change the Project Manager
without first providing written notice to SANDAG. Grantee shall provide SANDAG with updated contact
information in a timely manner if there are any changes to its Project Manager.
V. NOTICE
All notices required to be given, by either party to the other, shall be deemed fully given when made in
writing and received by the parties at their respective addresses:
San Diego Association of Governments
Attention: Grants Program Manager
401 B Street, Suite 800
San Diego, CA 92101
Grantee:
[Jurisdiction Name]
Attention: [Project Manager]
[Address]
[City, CA, ZIP]
VI. PROJECT IMPLEMENTATION
A. General
The Grantee agrees to carry out the Project as follows:
1. Project Description
Grantee agrees to perform the work as described in the Scope of Work included in
Attachment A.
2. Grantee's Capacity
The Grantee agrees to maintain or acquire sufficient legal, financial, technical, and
managerial capacity to: (a) plan, manage, and complete the Project as described in
Attachment A and provide for the use of any Project property; (b) carry out any safety and
security aspects of the Project; and (c) comply with the terms of the Agreement and all
applicable laws, regulations, and policies pertaining to the Project and the Grantee, including
but not limited to the TransNet Extension Ordinance and Board Policy No. 035.
3. Project Schedule
The Grantee agrees to complete the Project according to the Project Schedule included in
Attachment A and in compliance with Board Policy No. 035.
2022/03/01 City Council Post Agenda Page 86 of 312
4
4. Project Implementation and Oversight Requirements
Grantee agrees to comply with the Performance Measures included in Attachment B.
5. Changes to Project Scope of Work
This Agreement was awarded to Grantee based on the application submitted by Grantee with
the intention that the awarded funds would be used to implement the Project as described in
the project application. Any substantive deviation from Grantee’s Scope of Work during project
implementation may require reevaluation or result in loss of funding. If Grantee knows or should
have known that substantive changes to the Project will occur or have occurred, Grantee will
immediately notify SANDAG in writing. SANDAG will then determine whether the Project is still
consistent with the overall objectives of the grant program and whether the changes would
have negatively affected the Project ranking during the competitive grant evaluation process.
SANDAG reserves the right to have grant funding withheld from Grantee, or refunded to
SANDAG, due to Grantee’s failure to satisfactorily complete the Project or due to substantive
changes to the Project not approved in advance by SANDAG.
B. Application of Laws
Should a federal or state law pre-empt or conflict with a local law, policy, or the TransNet Extension
Ordinance, the Grantee must comply with the federal or state law and implementing regulations. No
provision of this Agreement requires the Grantee to observe or enforce compliance with any
provision, perform any other act, or do any other task in contravention of federal, state, territorial, or
local law, regulation, or ordinance. If compliance with any provision of this Agreement violates or
would require the Grantee to violate any law, the Grantee agrees to notify SANDAG immediately in
writing. Should this occur, SANDAG and the Grantee agree that they will make appropriate
arrangements to proceed with or, if necessary, terminate the Project or affected portions thereof
expeditiously.
C. Changes in Project Performance
The Grantee agrees to notify SANDAG immediately, in writing, of any change in local law,
conditions (including its legal, financial, or technical capacity), or any other event, including a force
majeure event, that may adversely affect the Grantee's ability to perform the Project in accordance
with the terms of the Agreement and as required by Board Policy No. 035. The Grantee also agrees
to notify SANDAG immediately, in writing, of any current or prospective major dispute, breach,
default, or litigation that may adversely affect SANDAG's interests in the Project; and agrees to
inform SANDAG, also in writing, before naming SANDAG as a party to litigation for any reason, in
any forum. At a minimum, the Grantee agrees to send each notice to SANDAG required by this
subsection to SANDAG’s Grants Program Manager.
D. Compliance Information System (CIS)
If Grantee will utilize persons other than its own employees to carry out work, Grantee and all of its
third party contractors and/or subcontractors (hereinafter “subcontractors”) shall report payment
details using the SANDAG web-based CIS by the 15th of each month following receipt of payment
by SANDAG. CIS allows SANDAG to monitor promptness of payment to subcontractors and will
allow Grantee and its subcontractors to manage their own records, maintain accurate contract
information, and report payment details online. CIS is mandatory for Grantee and subcontractors to
use unless SANDAG instructs otherwise. After execution of this Agreement, Grantee will receive
instructions on how to set up its account and enter required subcontractor data into CIS via an
internet browser. Grantee must require each of its subcontractors to enter required payment
information into CIS. Failure of Grantee or its subcontractors to enter required information and
confirm payments on a timely basis will result in delay of payment by SANDAG to Grantee until
2022/03/01 City Council Post Agenda Page 87 of 312
5
Grantee has cured any defects or provided the missing information. Should Grantee fail to provide
the required information, SANDAG shall have sole discretion regarding whether to withhold
payment or terminate this Agreement.
E. Licenses and Permits
Grantee represents and warrants to SANDAG that Grantee and its subcontractors will have all
necessary licenses, permits, qualifications and approvals of whatever nature that are required to
legally practice its profession and/or perform services under this Agreement at all times during the
term of this Agreement.
F. Standard of Care
Grantee expressly warrants that the work to be performed pursuant to this Agreement shall be
performed in accordance with the applicable standard of care. Where approval by SANDAG, its
management, or other representative of SANDAG is indicated in the Scope of Work, it is
understood to be conceptual approval only and does not relieve the Grantee of responsibility for
complying with all laws, codes, industry standards, and liability for damages caused by negligent
acts, errors, omissions, noncompliance with industry standards, or the willful misconduct of the
Grantee or its subcontractors.
G. Third-Party Contracting
Although the Grantee may delegate any or almost all Project responsibilities to one or more third-
party contractors, the Grantee agrees that it, rather than any third-party contractor, is ultimately
responsible for compliance with all applicable laws, regulations, and this Agreement. The first
invoice utilizing any third-party contractor shall be accompanied by evidence of compliance with the
following requirements:
1. Competitive Procurement
Grantee shall not award contracts over $10,000 on the basis of a noncompetitive
procurement for work to be performed under this Agreement without the prior written approval
of SANDAG. Contracts awarded by Grantee, if intended as local match credit, must meet the
requirements set forth in this Agreement regarding local match funds. Upon request by
SANDAG, Grantee shall submit its Request for Proposals or bid solicitation documents to
SANDAG staff for review and comment for consistency with the agreed upon Scope of Work
with SANDAG and to ensure a competitive process was used.
If Grantee hires a third-party contractor to carry out work funded under this Agreement,
Grantee shall: prepare an Independent Cost Estimate prior to soliciting proposals/bids;
publicly advertise for competing proposals/bids for the work; for professional services, use
cost as a significant evaluation factor in selecting the third-party contractor; document a
record of negotiation establishing that the amount paid by Grantee for the work is fair and
reasonable; and pass through the relevant obligations in this Agreement to the contractor.
2. Debarment
Grantee shall execute and cause its third-party contractors to execute debarment and
suspension certificates stating they have not been disqualified from doing business with
government entities. The documentation showing lack of debarment shall be obtained from
the following two websites:
2022/03/01 City Council Post Agenda Page 88 of 312
6
• Grantee will check the System for Award Management (SAM) at www.sam.gov to verify
the prime contractor and all of its subcontractors are not currently debarred or suspended
by the federal government.
• Entities in the United States are banned from doing business with companies with
ownership based in countries such as Cuba, Sudan and China due to United States trade
sanctions. A search on the US Treasury’s Office of Foreign Assets Control (OFAC)
website can ensure Grantee will not be doing business with a vendor that is subject to
trade sanctions. This can be done at https://sanctionssearch.ofac.treas.gov/.
3. Flowdown
Grantee agrees to take appropriate measures necessary, including the execution of a
subagreement, lease, third-party contract, or other, to ensure that all Project participants,
including alternate payees or third-party contractors at any tier, comply with all applicable
federal laws, regulations, policies affecting Project implementation and Agreement
requirements. In addition, if an entity other than the Grantee is expected to fulfill any
responsibilities typically performed by the Grantee, the Grantee agrees to assure that the
entity carries out the Grantee’s responsibilities as set forth in this Agreement.
4. No SANDAG Obligations to Third Parties
In connection with the Project, the Grantee agrees that SANDAG shall not be subject to any
obligations or liabilities to any subcontractor, lessee, third-party contractor at any tier or other
person or entity that is not a party to the Agreement for the Project. Notwithstanding that
SANDAG may have concurred in or approved any solicitation, subagreement, lease,
alternate payee designation, or third-party contract at any tier, SANDAG has no obligations or
liabilities to any entity other than the Grantee.
5. Equipment Purchases
Grantee shall maintain ownership of any equipment purchased using Agreement funding and
shall use such equipment only for the purposes set forth in this Agreement. The parties agree
to meet and confer in good faith to ensure the continued use of the equipment for the
purposes intended, which may include reimbursement to SANDAG when the fair market
value of the equipment at Project completion exceeds $5,000. SANDAG and Grantee further
agree that Grantee shall keep an inventory record for each piece of equipment purchased
under this Agreement and maintain each piece of equipment in good operating order
consistent with the purposes for which they were intended. SANDAG shall have the right to
conduct periodic maintenance inspections for the purpose of confirming the existence,
condition, and proper maintenance of the equipment.
VII. ETHICS
A. Grantee Code of Conduct/Standards of Conduct
The Grantee agrees to maintain a written code of conduct or standards of conduct that shall govern
the actions of its officers, employees, council or board members, or agents engaged in the award or
administration of subagreements, leases, or third-party contracts supported with the grant funding.
The Grantee agrees that its code of conduct or standards of conduct shall specify that its officers,
employees, council or board members, or agents may neither solicit nor accept gratuities, favors, or
anything of monetary value from any present or potential subcontractor, lessee, or third-party
contractor at any tier or agent thereof. The Grantee may set de minimis rules where the financial
interest is not substantial, or the gift is an unsolicited item of nominal intrinsic value. The Grantee
agrees that its code of conduct or standards of conduct shall also prohibit its officers, employees,
2022/03/01 City Council Post Agenda Page 89 of 312
7
board members, or agents from using their respective positions in a manner that presents a real or
apparent personal or organizational conflict of interest or personal gain. As permitted by state or
local law or regulations, the Grantee agrees that its code of conduct or standards of conduct shall
include penalties, sanctions, or other disciplinary actions for violations by its officers, employees,
council or board members, or their agents, or its third-party contractors or subcontractors or their
agents.
B. Personal Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall prohibit the Grantee's
employees, officers, council or board members, or agents from participating in the selection, award,
or administration of any third-party contract or subagreement supported by the grant funding if a
real or apparent conflict of interest would be involved. Such a conflict would arise when an
employee, officer, board member, or agent, including any member of his or her immediate family,
partner, or organization that employs, or intends to employ, any of the parties listed herein has a
financial interest in a firm competing for award.
C. Organizational Conflicts of Interest
The Grantee agrees that its code of conduct or standards of conduct shall include procedures for
identifying and preventing real and apparent organizational conflicts of interest. An organizational
conflict of interest exists when the nature of the work to be performed under a proposed third-party
contract or subagreement may, without some restrictions on future activities, result in an unfair
competitive advantage to the third-party contractor or subcontractor or impair its objectivity in
performing the contract work.
D. SANDAG Code of Conduct
SANDAG has established policies concerning potential conflicts of interest. These policies apply to
Grantee. For all awards by SANDAG, any practices which might result in unlawful activity are
prohibited including, but not limited to, rebates, kickbacks, or other unlawful considerations.
SANDAG staff members are specifically prohibited from participating in the selection process when
those staff have a close personal relationship, family relationship, or past (within the last 12
months), present, or potential business or employment relationship with a person or business entity
seeking a contract with SANDAG. It is unlawful for any contract to be made by SANDAG if any
individual Board member or staff has a prohibited financial interest in the contract. Staff also are
prohibited from soliciting or accepting gratuities from any organization seeking funding from
SANDAG. SANDAG’s officers, employees, agents, and board members shall not solicit or accept
gifts, gratuities, favors, or anything of monetary value from consultants, potential consultants, or
parties to subagreements. By signing this Agreement, Grantee affirms that it has no knowledge of
an ethical violation by SANDAG staff or Grantee. If Grantee has any reason to believe a conflict of
interest exists with regard to the Agreement or the Project, it shall notify the SANDAG Office of
General Counsel immediately.
E. Bonus or Commission
The Grantee affirms that it has not paid, and agrees not to pay, any bonus or commission to obtain
approval of its grant funding application for the Project.
F. False or Fraudulent Statements or Claims
The Grantee acknowledges and agrees that by executing the Agreement for the Project, the
Grantee certifies or affirms the truthfulness and accuracy of each statement it has made, it makes,
or it may make in connection with the Project, including, but not limited to, the Grantee’s grant
application, progress reports and invoices.
2022/03/01 City Council Post Agenda Page 90 of 312
8
VIII. PAYMENTS
A. Method of Payment
The method of payment for this Agreement will be based upon actual, substantiated, and allowable
costs described herein.
B. Alternate Payee
If the Grantee designates a party as an Alternate Payee, Alternate Payee is authorized to submit
payment requests directly to SANDAG to receive reimbursement for allowable Project costs. This
does not alleviate Grantee from all obligations under this Grant Agreement.
C. Invoicing
Grantee or Alternate Payee is required to submit invoices quarterly. Invoices must be accompanied
by a quarterly report (template to be provided by SANDAG). SANDAG will make payments for
eligible amounts to Grantee or Alternate Payee as promptly as SANDAG fiscal procedures permit
upon receipt of Grantee’s or Alternate Payee’s itemized signed invoice(s) and confirmation by the
SANDAG Project Manager that Grantee is in compliance with the reporting and other requirements
in this Agreement. SANDAG shall retain 10 percent from the amounts invoiced until satisfactory
completion of the Project. SANDAG shall promptly pay retention amounts to Grantee or Alternate
Payee following satisfactory completion of work, receipt of final invoice, and all required
documentation.
D. Eligible Costs
The Grantee agrees that Project costs eligible for grant funding must comply with the following
requirements, unless SANDAG determines otherwise in writing. To be eligible for reimbursement,
Project costs must be:
1. Consistent with the Project Scope of Work, Schedule and Project Budget, and other
provisions of the Agreement.
2. Necessary in order to accomplish the Project.
3. Reasonable for the goods or services purchased.
4. Actual net costs to the Grantee (i.e., the price paid minus any refunds, rebates, or other items
of value received by the Grantee that have the effect of reducing the cost actually incurred,
excluding program income). Project generated revenue realized by the Grantee shall be used
in support of the Project. Project generated revenue and expenditures, if any, shall be
reported at the end of the Agreement period.
5. Incurred for work performed on or after the SANDAG Notice to Proceed date, and before the
termination date, and also must have been paid for by the Grantee.
6. Satisfactorily documented with supporting documentation, which is to be submitted with each
invoice. Copies of invoices are required for goods or services provided by third parties.
7. Treated consistently in accordance with generally accepted accounting principles and
procedures for the Grantee and any third-party contractors and subcontractors, (see Section
entitled “Accounting Records”).
8. Eligible for grant funding as part of the grant program through which the funds were awarded.
2022/03/01 City Council Post Agenda Page 91 of 312
9
9. Indirect Costs are only allowable with prior SANDAG approval. Grantee must submit the
following documentation as part of the grant application materials: (1) an indirect cost
allocation audit approved by a qualified independent auditor or (2) the applicant’s proposed
method for allocating indirect costs in accordance with federal guidelines. Indirect cost
allocation plans must be reviewed and renewed annually.
E. Excluded Costs
In determining the amount of TransNet Ordinance Assistance SANDAG will provide for the Project,
SANDAG will exclude:
1. Any Project cost incurred by the Grantee before the Effective Date of the Agreement or
applicable Amendment thereto
2. Any cost that is not included in the Project Budget
3. Any cost for Project property or services received in connection with a subagreement, lease,
third-party contract, or other arrangement that is required to be, but has not been, concurred
in or approved in writing by SANDAG
4. Any cost ineligible for SANDAG participation as provided by applicable laws, regulations, or
policies
5. Any cost incurred for a common or joint purpose benefitting more than one cost objective,
and not readily assignable to the cost objectives specifically benefitted, without effort
disproportionate to the results achieved (any indirect cost). Typical indirect costs include
facilities and administration costs such as heat/air conditioning, lighting, payroll, and the
entity’s accounting system. Administrative costs such as clerical and support staff salaries
also are most often treated as indirect costs.
The Grantee understands and agrees that payment to the Grantee for any Project cost does not
constitute SANDAG’s final decision about whether that cost is allowable and eligible for payment
under the Project and does not constitute a waiver of any violation by the Grantee of the terms of
this Agreement or Board Policy No. 035. The Grantee acknowledges that SANDAG will not make a
final determination about the allowability and eligibility of any cost until the final payment has been
made on the Project or the results of an audit of the Project requested by SANDAG or its
Independent Taxpayers’ Oversight Committee (ITOC) has been completed, whichever occurs
latest. If SANDAG determines that the Grantee is not entitled to receive any portion of the grant
funding requested or paid, SANDAG will notify the Grantee in writing, stating its reasons. The
Grantee agrees that Project closeout will not alter the Grantee's responsibility to return any funds
due to SANDAG as a result of later refunds, corrections, performance deficiencies, or other similar
actions; nor will Project closeout alter SANDAG's right to disallow costs and recover funds provided
for the Project on the basis of a later audit or other review. Upon notification to the Grantee that
specific amounts are owed to SANDAG, whether for excess payments of grant funding, disallowed
costs, or funds recovered from third parties or elsewhere, the Grantee agrees to promptly remit to
SANDAG the amounts owed, including applicable interest, penalties and administrative charges.
IX. ACCOUNTING, REPORTING, RECORD RETENTION, AND ACCESS
A. Project Accounts
The Grantee and/or Alternate Payee agree to establish and maintain for the Project either a
separate set of accounts or separate accounts within the framework of an established accounting
system that can be identified with the Project. The Grantee and/or Alternate Payee also agree to
maintain documentation of all checks, payrolls, invoices, contracts, vouchers, orders, or other
2022/03/01 City Council Post Agenda Page 92 of 312
10
accounting documents related in whole or in part to the Project so that they may be clearly
identified, readily accessible, and available to SANDAG upon request and, to the extent feasible,
kept separate from documents not related to the Project.
B. Reports
1. The Grantee agrees to submit to SANDAG all reports required by law and regulation, policy,
this Agreement, or any other reports SANDAG may specify. SANDAG reserves the right to
specify that records be submitted in particular formats. Grantee may be required to attend
meetings of SANDAG staff and committees, including but not limited to the Regional Planning
Committee and the SANDAG Board of Directors, to report on its progress and respond to
questions from Board Members or the public.
2. Grantee’s performance shall be monitored for consistency with the Scope of Work. SANDAG
will utilize the SANDAG Grant Monitoring Checklist (Attachment C) and Performance
Measures (Attachment B), to document compliance with this Agreement. Grantee’s
performance will be measured against the Performance Measures during the term of this
Agreement. If the Grantee does not comply with provisions in this Agreement or achieve
minimum performance requirements, SANDAG will issue Grantee a written Notice to
Complete a Recovery Plan. Grantee’s Recovery Plan shall include a detailed description of
how Grantee intends to come into compliance with the Performance Measures. Grantee’s
Recovery Plan must include an implementation schedule that reflects achievement of its
performance measure minimums within three months following the issue date of the
SANDAG Notice to Complete a Recovery Plan. Grantee must submit its Recovery Plan to the
SANDAG Project Manager within 30 calendar days following the issue date of the SANDAG
Notice to Complete a Recovery Plan. If Grantee’s performance is inconsistent with that
proposed in its Recovery Plan, SANDAG in its sole discretion may terminate this Agreement.
3. Grantee must submit quarterly reports and invoices to SANDAG, detailing accomplishments
in the quarter, anticipated progress next quarter, pending issues and actions toward
resolution, and status of budget, schedule, and Performance Measure.
Grantee will not be paid until all reports are completed and provided to SANDAG in the
format SANDAG requires. Furthermore, the Grantee agrees to provide project milestone
information (such as presentations to community groups, other agencies, and elected
officials, groundbreakings, and ribbon-cuttings) to support media and communications efforts.
Grantee needs to document and track in-kind contributions designated as matching funds as
part of project management. Grantee must provide all deliverables identified in the Scope of
Work.
4. Press materials shall be provided to SANDAG staff before they are distributed. SANDAG
logo(s) should be included in press materials and other project collateral based on logo
usage guidelines to be provided by SANDAG. Grantee agrees to provide project milestone
information to support media and communications efforts.
5. Grantees are responsible for the following photo documentation:
• Existing conditions photos (as applicable), which should illustrate the current conditions
of the project site and demonstrate the need for improved facilities
• Project milestone photos (such as workshops, presentations to community groups,
other agencies, and elected officials)
• Photos should be high resolution (at least 4 inches by 6 inches with a minimum of 300
pixels per inch) and contain captions with project descriptions, dates, locations, and the
names of those featured, if appropriate. Grantees must obtain consent of all persons
2022/03/01 City Council Post Agenda Page 93 of 312
11
featured in photos (or that of a parent or guardian of persons under the age of 18) by
using the SANDAG Photo and Testimonial Release form to be provided by SANDAG,
or a similar release form developed by Grantee and agreed upon by SANDAG.
C. Record Retention
During the course of the Project and for three years thereafter from the date of transmission of the
final invoice, the Grantee agrees to maintain, intact and readily accessible, all communications,
data, documents, reports, records, contracts, and supporting materials relating to the Project, as
SANDAG may require. All communications and information provided to SANDAG become the
property of SANDAG and public records, as such, may be subject to public review. Please see
SANDAG’s Board Policy No. 015: Records Management Policy, which is available at
www.sandag.org/legal, for information regarding the treatment of documents designated as
confidential.
D. Meeting Records
Grantee shall provide SANDAG with agendas and meeting summaries for all community meetings.
SANDAG staff may attend any meetings as appropriate.
E. Access to Records of Grantees and Subcontractors
The Grantee agrees to permit, and require its subcontractors to permit, SANDAG or its authorized
representatives, upon request, to inspect all Project work, materials, payrolls, and other data, and to
audit the books, records, and accounts of the Grantee and its subcontractors pertaining to the
Project.
F. Communities Served Data and Reporting
If requested, Grantee shall provide SANDAG with data regarding how the Project’s benefits and
burdens were equitably distributed among socio and economic populations in the area affected by
the Project, and associated smart growth data, and/or any other relevant information.
X. PROJECT COMPLETION, AUDIT, SETTLEMENT, AND CLOSEOUT
A. Project Completion
Within 90 calendar days following Project completion or termination by SANDAG, the Grantee agrees to
submit a final invoice of Project expenses and final reports, as applicable. All payments made to the
Grantee shall be subject to review for compliance by SANDAG with the requirements of this Agreement
and shall be subject to an audit upon completion of the Project.
B. Project Audit
The Grantee agrees to have financial, performance, and compliance audits performed as SANDAG may
require. The Grantee agrees that Project closeout will not alter the Grantee's audit responsibilities. Audit
costs are allowable Project costs.
C. Performance Audit
The Grantee agrees to cooperate with SANDAG or ITOC with regard to any performance audit that
is performed on the Project.
2022/03/01 City Council Post Agenda Page 94 of 312
12
D. Project Closeout
Project closeout occurs when SANDAG notifies the Grantee that SANDAG has closed the Project,
and, if applicable, either forwards the final grant funding payment and or acknowledges that the
Grantee has remitted the proper refund. The Grantee agrees that Project closeout by SANDAG
does not invalidate any continuing requirements imposed by the Agreement or any unmet
requirements set forth in a written notification from SANDAG.
XI. TIMELY PROGRESS AND RIGHT OF SANDAG TO TERMINATE
A. Grantee shall make diligent and timely progress toward completion of the Project within the
timelines set forth in the Project Schedule, and consistent with Board Policy No. 035 and any policy
amendments thereto.
B. In the event Grantee encounters or anticipates difficulty in meeting the Project Schedule, the
Grantee shall immediately notify the SANDAG Project Manager in writing, and shall provide
pertinent details, including the reason(s) for the delay in performance and the date by which
Grantee expects to complete performance or delivery. This notification shall be informational in
character only and receipt of it shall not be construed as a waiver by SANDAG of a project delivery
schedule or date, or any rights or remedies provided by this Agreement, including Board Policy No.
035 requirements.
C. Grantee agrees that SANDAG, at its sole discretion, may suspend or terminate all or any part of the
grant funding if the Grantee fails to make reasonable progress on the Project and/or violates the
terms of the Agreement or Board Policy No. 035, or if SANDAG determines that the purpose of the
laws or policies authorizing the Project would not be adequately served by the continuation of grant
funding for the Project.
D. In general, termination of grant funding for the Project will not invalidate obligations properly
incurred by the Grantee before the termination date to the extent those obligations cannot be
canceled. If, however, SANDAG determines that the Grantee has willfully misused grant funding by
failing to make adequate progress, or failing to comply with the terms of the Agreement, SANDAG
reserves the right to require the Grantee to refund to SANDAG the entire amount of grant funding
provided for the Project or any lesser amount as SANDAG may determine.
E. Expiration of any Project time period established in the Project Schedule will not, by itself, automatically
constitute an expiration or termination of the Agreement for the Project, however, Grantee must request
and SANDAG may agree to amend the Agreement in writing if the Project Schedule will not be met. An
amendment to the Project Schedule may be made at SANDAG’s discretion if Grantee’s request is
consistent with the provisions of Board Policy No. 035.
XII. CIVIL RIGHTS
The Grantee agrees to comply with all applicable civil rights laws, regulations and policies and shall
include the provisions of this section in each subagreement, lease, third-party contract or other legally
binding document to perform work funded by this Agreement. Applicable civil rights laws, regulations and
policies include, but are not limited to, the following:
A. Nondiscrimination
SANDAG implements its programs without regard to income level, disability, race, color, and
national origin in compliance with the Americans with Disabilities Act and Title VI of the Civil Rights
Act. Grantee shall prohibit discrimination on these grounds, notify the public of their rights under
these laws, and utilize a process for addressing complaints of discrimination. Furthermore, Grantee
shall make the procedures for filing a complaint available to members of the public and will keep a
2022/03/01 City Council Post Agenda Page 95 of 312
13
log of all such complaints. Grantee must notify SANDAG immediately if a complaint is lodged that
relates to the Project or program funded by this grant. If Grantee receives a Title VI-related or ADA-
related complaint, Grantee must notify SANDAG in writing within 72 hours of receiving the
complaint so that SANDAG can determine whether it needs to carry out its own investigation.
B. Equal Employment Opportunity
During the performance of this Agreement, Grantee and all of its subcontractors, if any, shall not
unlawfully discriminate, harass, or allow harassment, against any employee or applicant for
employment because of sex, race, color, ancestry, religious creed, national origin, disability (including
HIV and AIDS), mental disability, medical condition (cancer), age (over 40), marital status, denial of
family and medical care leave, denial of pregnancy disability leave, veteran status, or sexual
orientation. Grantee and its subcontractors shall ensure that the evaluation and treatment of their
employees and applicants for employment are free from such discrimination and harassment.
Grantee and its subcontractors shall comply with the provisions of the Fair Employment and Housing
Act (California Government Code Section 12900, et seq.) and the applicable regulations promulgated
thereunder (California Code of Regulations, Title 2, Section 7285.0, et seq.). The applicable
regulations of the Fair Employment and Housing Commission implementing California Government
Code Section 12990 (a-f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of
Regulations, are incorporated into this Agreement by this reference and are made a part hereof as if
set forth in full. Grantee and its subcontractors shall give written notice of their obligations under this
clause to labor organizations with which they have a collective bargaining or other agreement.
XIV. DISPUTES AND VENUE
A. Choice of Law
This Agreement shall be interpreted in accordance with the laws of the State of California.
B. Dispute Resolution Process
In the event Grantee has a dispute with SANDAG during the performance of this Agreement,
Grantee shall continue to perform unless SANDAG informs Grantee in writing to cease
performance. The dispute resolution process for disputes arising under this Agreement shall be as
follows:
1. Grantee shall submit a statement of the grounds for the dispute, including all pertinent dates,
names of persons involved, and supporting documentation, to SANDAG’s Project Manager.
The Project Manager and other appropriate SANDAG staff will review the documentation in a
timely manner and reply to Grantee within 20 calendar days. Upon receipt of an adverse
decision by SANDAG, Grantee may submit a request for reconsideration to SANDAG’s Chief
Executive Officer or designee. The request for reconsideration must be received within ten
calendar days from the postmark date of SANDAG’s reply. The Chief Executive Officer or
designee will respond in writing to the request for reconsideration within ten working days.
2. If Grantee is dissatisfied with the results following exhaustion of the above dispute resolution
procedures, Grantee shall make a written request to SANDAG for appeal to the SANDAG
Regional Planning Committee. SANDAG shall respond to a request for mediation within 30
calendar days. The decision of the Regional Planning Committee shall be final.
C. Venue
If any action is brought to interpret or enforce any term of this Agreement, the action shall be
brought in a state or federal court situated in the County of San Diego, State of California. In the
event of any such litigation between the parties, the prevailing party shall be entitled to recover all
2022/03/01 City Council Post Agenda Page 96 of 312
14
reasonable costs incurred, including reasonable attorney’s fees, litigation and collection expenses,
witness fees, and court costs as determined by the court.
XV. ASSIGNMENT
Grantee shall not assign, sublet, or transfer (whether by assignment or novation) this Agreement or any
rights under or interest in this Agreement.
XVII. INDEMNIFICATION AND HOLD HARMLESS
A. Generally
With regard to any claim, protest, or litigation arising from or related to the Grantee’s performance
in connection with or incidental to the Project or this Agreement, Grantee agrees to defend,
indemnify, protect, and hold SANDAG and its agents, officers, Board members, and employees
harmless from and against any and all claims, including, but not limited to prevailing wage claims
against the Project, asserted or established liability for damages or injuries to any person or
property, including injury to the Grantee’s or its subcontractors’ employees, agents, or officers,
which arise from or are connected with or are caused or claimed to be caused by the negligent,
reckless, or willful acts or omissions of the Grantee and its subcontractors and their agents, officers,
or employees, in performing the work or services herein, and all expenses of investigating and
defending against same, including attorney fees and costs; provided, however, that the Grantee’s
duty to indemnify and hold harmless shall not include any claims or liability arising from the
established sole negligence or willful misconduct of SANDAG, its Board of Directors, agents,
officers, or employees.
B. Intellectual Property
Upon request by SANDAG, the Grantee agrees to indemnify, save, and hold harmless SANDAG
and its Board of Directors, officers, agents, and employees acting within the scope of their official
duties against any liability, including costs and expenses, resulting from any willful or intentional
violation by the Grantee of proprietary rights, copyrights, or right of privacy, arising out of the
publication, translation, reproduction, delivery, use, or disposition of any data furnished under the
Project. The Grantee shall not be required to indemnify SANDAG for any such liability caused
solely by the wrongful acts of SANDAG employees or agents.
XVIII. INDEPENDENT CONTRACTOR
A. Status of Grantee
Grantee shall perform the services provided for within this Agreement as an independent
contractor, and not as an employee of SANDAG. Grantee shall be under the control of SANDAG as
to the result to be accomplished and not the means, and shall consult with SANDAG as provided
for in the Scope of Work. The payments made to Grantee pursuant to this Agreement shall be the
full and complete compensation to which Grantee is entitled. SANDAG shall not make any federal
or state tax withholdings on behalf of Grantee. SANDAG shall not be required to pay any workers’
compensation insurance on behalf of Grantee. Grantee agrees to indemnify SANDAG for any tax,
retirement contribution, social security, overtime payment, or workers’ compensation payment
which SANDAG may be required to make on behalf of Grantee or any employee of Grantee for
work done under this Agreement.
B. Actions on Behalf of SANDAG
Except as SANDAG may specify in writing, Grantee shall have no authority, express or implied, to
act on behalf of SANDAG in any capacity whatsoever, as an agent or otherwise. Grantee shall have
2022/03/01 City Council Post Agenda Page 97 of 312
15
no authority, express or implied, to bind SANDAG or its members, agents, or employees, to any
obligation whatsoever, unless expressly provided for in this Agreement.
XIX. SEVERABILITY AND INTEGRATION
If any provision of the Agreement is determined invalid, the remainder of that Agreement shall not be
affected if that remainder would continue to conform to the requirements of applicable laws or regulations.
This Agreement with its attachments and the resolution from Grantee’s governing body submitted with its
application, represents the entire understanding of SANDAG and Grantee as to those matters contained
in it. No prior oral or written understanding shall be of any force or effect with respect to those matters
covered herein. This Agreement may not be modified or altered except in writing, signed by SANDAG and
the Grantee.
XX. SIGNATURES
The individuals executing this Agreement represent and warrant that they have the legal capacity and
authority to do so on behalf of their respective legal entities.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date written above.
SAN DIEGO ASSOCIATION OF
GOVERNMENTS
[JURISDICTION NAME]
COLEEN CLEMENTSON
Director of Regional Planning
[FULL NAME]
[Title]
APPROVED AS TO FORM: APPROVED AS TO FORM:
Office of General Counsel [Full Name]
[Title]
2022/03/01 City Council Post Agenda Page 98 of 312
16
ATTACHMENT A
SCOPE OF WORK, SCHEDULE, AND PROJECT BUDGET
(Insert final Scope, Schedule, and Budget from Excel file)
2022/03/01 City Council Post Agenda Page 99 of 312
17
ATTACHMENT B
PERFORMANCE MEASURES
Instructions
In 2020, the San Diego region permitted 10,883 units of housing. The goal of the SGIP is to fund planning
activities that facilitate compact, mixed-use, transit-oriented development, and increase housing and
transportation choices. The following form is to be used for satisfying the quarterly reporting requirements
and performance measures of the SGIP funded by TransNet. Pursuant to the terms of the Grant
Agreement, Grantees will be required to provide quarterly reports and a more detailed Final Progress
Report at the end of the grant term. The quarterly report utilizing this form must be submitted to SANDAG
within 30 days following receipt of funds and thereafter each quarter until the expiration of the grant. A
Grantee will not be eligible for reimbursement from SANDAG unless it has submitted its reports by the
timelines required by SANDAG.
Performance Period Quarterly Report Due Date
April-June 2022 July 15, 2022
July-September 2022 October 15, 2022
October-December 2022 January 15, 2023
January-March 2023 April 15, 2023
April-June 2023 July 15, 2023
July-September 2023 October 15, 2023
October-December 2023 January 15, 2024
January-March 2024 April 15, 2024
April-June 2024 July 15, 2024
July-September 2024 October 15, 2024
October-December 2024 January 15, 2025
January-March 2025 April 15, 2025
April-June 2025 July 15, 2025
Unless SANDAG directs otherwise, Grantee must submit its quarterly report to SANDAG using a
Microsoft Form that will be sent to Grantees each quarter. This document will show the information that
will be required in the quarterly reports from each Grantee and will be followed by the list of performance
measures that will be used for the Final Progress Report. This cycle of SGIP grants is focused on
planning activities rather than construction, however, the performance measure information in the Final
Progress Report will serve as a baseline for future SGIP grant cycles to align with the 2021 Regional Plan
and other SANDAG grant programs.
Overview
Provide an overview of the project, including challenges, limiting factors, opportunities and solutions
unique to the jurisdiction. The section should also discuss the overall approach, goals and high-level
summary of the status of the project.
Project Highlights, Accomplishments and Best Practices
Provide highlights regarding the overall project from the last quarter and any accomplishments resulting
from the efforts in implementing the project. This section also may list and explain some of the best
practices occurring through the project. This section can highlight the Grantee’s efforts and can include a
wide-ranging variety of efforts that facilitate smart growth and transit-oriented development and
greenhouse gas reduction such as comprehensive planning efforts, smaller-scale neighborhood planning
activities, Complete Streets Design Manuals, Financing Tools, Smart Growth studies, Transit Oriented
Development Overlay Zones and Concept Plans, and Mobility Hub plans.
2022/03/01 City Council Post Agenda Page 100 of 312
18
Status of Activities
This section will provide a description of each of the major activities in the Grantee’s project. Based on
the description of the activities Grantee committed to perform in its Grant Agreement, Grantee will provide
status reports describing progress on milestones and deliverables completed.
• Column 1 of the status table is entitled Activity Category. This column will be completed with the
relevant activity category (i.e., relationship to regional transit, further planning to support regional
mobility hub implementation strategy, Smart Growth policy implementation, smart growth equity,
partnerships (if applicable), and sustainability).
• Column 2 will include a brief description of the milestone or deliverable completed.
• Columns 3 and 4 will report the amount of money allocated to each activity and how much has been
expended per activity as of the end of the quarter.
• Column 5 will describe the overall timing of the project with beginning and anticipated completion
dates.
• Column 6 will include a general status (i.e., not yet started, in progress, complete) and anticipated
upcoming milestones.
• Column 7 will qualitatively and quantitatively, where possible, describe the impact on housing as a
result of the activity. Qualitative data should be based on the performance measure metrics that
Grantee will be required to report on at the end of grant term in the Final Progress Report
Summary of Work Completed in Prior Quarter
1 2 3 4 5 6 7
Activity
Category
Description of
Milestone or
Deliverable
Completed
Dollar
Amount
Allocated to
Activity
Dollar
Amount
Expended
Thus Far
Anticipated
Completion
Date
Status Description of
How Milestone
or Deliverable
Achieves
Progress on a
Performance
Measure
Summary of Smart Growth Indicators
Provide a narrative overview of smart growth indicators and a summary of efforts, activities, studies,
and/or other deliverables, as applicable. Grantees may add other smart growth indicators and numerical
outcomes and may also discuss any anticipated changes and limiting or confounding factors potentially
impacting the effectiveness of the activities. The information collected in this grant cycle may be used as
a baseline or context for indicating smart growth implementation at a jurisdictional scale. Baseline year
will be the 2021 calendar year and current year will be 2022 for purposes of the Final Progress Report.
Grantees may add any anticipated changes and limiting or confounding factors potentially impacting the
effectiveness of the activities. Additionally, Grantees may discuss other indicators of smart growth
implementation and numerical outcomes that are based on the performance measure metrics that
Grantee will be required to report on at the end of grant term in the Final Progress Report.
2022/03/01 City Council Post Agenda Page 101 of 312
19
Performance Measures Metrics to Be Provided in Final Progress Report
Below are examples that could be used, depending on the type of project funded through the SGIP.
• Number of improvements to the mix of land use types (multifamily, single-family, and non-residential)
in jurisdiction
• Number of acres Grantee avoided converting from agricultural, natural, or working lands to land
eligible for development
• Number of projects providing new or enhanced connectivity to the non-automotive transportation
network during the grant term
• Number of improved neighborhood projects with safety features to promote active mobility completed
during the grant term
• Number of new linkages to transit and/or pedestrian and bicycle infrastructure created during the
grant term
• VMT reduction per capita within the jurisdiction during the grant term
• Number of new non-automotive trips generated (total, per capita, or other) during the grant term
• Greenhouse gas reduction (total, per capita, or other) achieved by jurisdiction during the grant term
• Number of new infrastructure services created in areas of concentrated poverty or similar areas
during the grant term
• Number of new housing units created during the grant term in Smart Growth Opportunity Areas and
employment centers
• Number of individual persons reached by Grantee using direct engagement with community
stakeholders concerning smart growth during the grant term
• Number of housing units located on an infill site surrounded by urban uses such as shopping,
restaurants, and jobs available to rent or own
Additional Information
Provide any applicable information as necessary to demonstrate the status and impacts of the overall
project.
2022/03/01 City Council Post Agenda Page 102 of 312
20
ATTACHMENT C
SANDAG GRANT MONITORING CHECKLIST
See following pages.
2022/03/01 City Council Post Agenda Page 103 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AUTHORIZING THE FILING OF AN
APPLICATION FOR GRANT FUNDS FROM THE SAN DIEGO
ASSOCIATION OF GOVERNMENTS FOR THE CHULA VISTA
TRAILS MASTER PLAN AND AUTHORIZING THE CITY
MANAGER OR DESIGNEE(S) TO ACCEPT THE TERMS OF
THE GRANT AGREEMENT IF SELECTED FOR SUCH
FUNDING, EXECUTE ANY AMENDMENTS THERETO, AND
ANY RELATED DOCUMENTS NECESSARY FOR
IMPLEMENTATION OF THE GRANT
WHEREAS, up to $3 million of TransNet funding for Smart Growth Incentive Program
(SGIP) Planning projects is available to local jurisdictions through the SGIP Program, and $1
million of Regional Early Action Program (REAP) funding is available through the Housing
Acceleration Program (HAP) provided by the California Department of Housing and Community
Development (HCD); and
WHEREAS, on November 24, 2021, the San Diego Association of Governments
(SANDAG) announced the Smart Growth Incentive Program (SGIP) – Cycle 5 Call for Projects;
and
WHEREAS, the SGIP provides funding for transportation-related infrastructure
improvements and planning efforts that support smart growth development in Smart Growth
Opportunity Areas; and
WHEREAS, Cycle 5 is dedicated to planning projects only and a maximum award of
$500,000 per application is available; and
WHEREAS, the City of Chula Vista wishes to receive grant funding from SANDAG
towards planning a citywide recreational trail system to be known as the Chula Vista Trails Master
Plan (the “Master Plan”); and
WHEREAS, there exists a mix of planned and authorized trails as well as many unofficial
trails that have been carved through city open space areas and, in some cases, within sensitive
habitat damaging natural resources; and
WHEREAS, this network of hiking trails, paths and off-road bikeways will connect Chula
Vista’s neighborhoods with its numerous parks and recreation facilities as well as link to local and
regional circulation systems in adjacent communities; and
WHEREAS, the Master Plan would also complement the City of Chula Vista’s Active
Transportation Plan which guides future pedestrian and bicycle improvements along the City’s
roadways; and
2022/03/01 City Council Post Agenda Page 104 of 312
WHEREAS, both the City’s General Plan and Parks & Recreation Master Plan
acknowledge the need for a trail system within the City; and
WHEREAS, a comprehensive trails system supports City initiatives such as Healthy Chula
Vista and the City’s Climate Action Plan goals by promoting physical activity and alternative
modes of transportation and developing awareness of our urban forest and open space; and
WHEREAS, if awarded SGIP funding, staff will issue a Request for Proposals from
qualified consultants to prepare the Master Plan; and
WHEREAS, city staff will work with the selected consultant to develop a scope of work
(including but not limited to, an existing inventory of trails, goals and objectives, framework of
the trail system, proposed alignments, trailheads, staging areas and linkages, guidelines for design
and construction, operations and management, program implementation, etc.) and schedule to
prepare the plan; and
WHEREAS, the City of Chula Vista certifies that it adopted a Climate Action Plan (CAP)
in a public meeting on September 26, 2017 that includes measures to reduce greenhouse gas (GHG)
emissions to 1990 levels by 2020 and achieves further reductions beyond 2020 consistent with
adopted regional or local GHG emissions reduction targets.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it hereby authorizes the filing of an application for grant funds from SANDAG for the Chula
Vista Trails Master Plan and authorizes the City Manager or designee(s) to accept the terms of the
grant agreement if selected for such funding, execute any amendments thereto, and any related
documents necessary for implementation of the grant.
Grant Program Project Name
SGIP Chula Vista Trails Master Plan
BE IT FURTHER RESOLVED that, if a grant award is made by SANDAG to fund these
projects, the City of Chula Vista commits to providing the match amounts per project as listed in
the grant application.
BE IT FURTHER RESOLVED that, if a grant award is made by SANDAG, the City of
Chula Vista authorizes staff to accept the grant funds, execute the Grant Agreement with no
exceptions in substantially the same form as attached, and complete the Project.
BE IT FURTHER RESOLVED that, the City of Chula Vista understands and agrees to
comply with all applicable REAP requirements imposed by HCD.
BE IT FURTHER RESOLVED that, the City of Chula Vista understands and agrees that
SANDAG shall have no liability for costs that may arise associated with the Project(s), which are
not included in the Grant Agreement(s), including but not limited to costs stemming from claims,
litigation, changes in law, or force majeure events.
2022/03/01 City Council Post Agenda Page 105 of 312
Resolution No.
Page 3
Presented by: Approved as to form by:
Tiffany Allen Glen R. Googins
Director of Development Services City Attorney
2022/03/01 City Council Post Agenda Page 106 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
City Council Policy and Investment Report: Amend the City Council Policy, Delegate Investment Activity
Authority to the Director of Finance/Treasurer and Receive the Quarter Ended December 31, 2021
Investment Report
Report Number: 22-0069
Location: No specific geographic location
Department: Finance
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Adopt a resolution amending City Council Policy No. 220-01 Investment Policy and Guidelines; delegate
investment activity authority to the Director of Finance/Treasurer; and receive the Investment Report for
the quarter ended December 31, 2021.
SUMMARY
Per California Government Code Section 53607, on an annual basis the City Council may delegate to the City
Treasurer the authority to conduct the investment activities of the City. And per Government Code Section
53646, the City Treasurer may annually present the City’s Investment Policy to the City Council to reaffirm
or make any changes to the existing policy. The Investment Policy provides guidelines for the investment of
idle funds and affords the City various investment opportunities, as long as the investment is deeme d
prudent and is allowable under Government Code Section 53600, et seq. The Policy was reviewed and
adopted by City Council on February 16, 2021. At this time staff is recommending changes to the policy.
Transmitted herewith is the City’s Investment Report for the Quarter Ended December 31, 2021. To meet
the reporting requirements set forth in the California Government Code Sections 53600 et seq. and the City
of Chula Vista Investment Policy and Guidelines, a separate report was distributed to the City Council in
January.
2022/03/01 City Council Post Agenda Page 107 of 312
P a g e | 2
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines because the proposed activity consists of a governmental
fiscal/administrative activity which does not result in a physical change in the environment; therefore,
pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no
environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
Investment Policy
The City’s Investment Policy and Guidelines was last amended on February 16, 2021 by Resolution 2021-
022 and was intended to provide direction for the prudent investment of temporarily idle cash, and for
maximizing the efficiency of the cash management process. The stated goal is to enhance the economic
condition of the City while ensuring the safety of funds invested. The policy includes a list of specific
investment instruments available under the relevant California Government Code Section 53600, et seq. Each
investment transaction is made in the context of first ensuring the “safety” of principal, second, investing
only for that timeframe that the cash is not needed for operational purposes (“liquidity”), and last, seeking
the highest return possible (“yield”) provided that the first two factors are met.
Per Section 18.0 of the Investment Policy, each fiscal year the Finance Director/Treasurer shall provide a
copy of the Policy for adoption by the City Council. At this time, staff is recommending changes to the policy
to update Section 9.0, Authorized and Suitable Investments, as it relates to the investment type Medium -
Term Corporate Notes, to align with recent changes made to the California Government Code.
Quarterly Investment Report
The total cash and investment portfolio held by the City as of December 31, 2021 was $507,041,229 and total
cash and investments held by the trustees was $37,065,236.
The cash and investments held by the City are composed of the following components: Managed Investment
Portfolio ($382,139,467), State of CA Local Agency Investment Fund ($23,782,567), County of San Diego
Pooled Investment Fund ($72,860,403), Cash/Time Deposits ($26,295,928), and accrued interest on
investment ($1,962,864). Cash and investments held by the City and the trustees continue to be invested in
accordance with the Government Code and the Council Investment Policy as adopted by Resolution 2021-
022 on February 16, 2021.
During the quarter, six investments matured totaling $7,860,000. Funds from the matured investments, plus
$120,000,000 in funds drawn down from the County of San Diego Investment Pool and short-term excess
cash were utilized to purchase fifty-six new investments totaling $135,182,000. The new purchases consisted
2022/03/01 City Council Post Agenda Page 108 of 312
P a g e | 3
of twenty-four federal agency bonds ($71,740,000), twenty-two corporate notes ($45,887,000), eight
municipal bonds ($11,055,000), and two supranationals ($6,500,000).
Two-year Treasuries yielding 0.28% at the beginning of the quarter ended the quarter at a yield of 0.73%.
The City’s investment portfolio continued to outperform the two-year treasury yield this quarter.
As of December 31, 2021, the Weighted Yield to Maturity on the Managed Investment Portfolio was 1.68%.
Including the lower yielding pooled investment accounts, the Weigh ted Yield to Maturity was 1.42% at the
end of the quarter.
At the end of this quarter, the Weighted Average Maturity of the Managed Investment Portfolio was 2.13
years, which increased from 1.79 years the previous quarter and is within the Council Policy.
The Federal Open Market Committee (FOMC) meets approximately every six weeks and determines the level
of the Federal Funds Rate. At their December 15 meeting, the FOMC voted to maintain the Federal Funds
Rate target range at its current level of 0.00% to 0.25%.
The following excerpts are from the statement issued by the FOMC following their December 15 meeting.
“…With progress on vaccinations and strong policy support, indicators of economic activity and employment
have continued to strengthen. The sectors most adversely affected by the pandemic have improved in recent
months but continue to be affected by COVID-19. Job gains have been solid in recent months, and the
unemployment rate has declined substantially. Supply and demand imbalances related to the pandemic and
the reopening of the economy have continued to contribute to elevated levels of inflation. Overall financial
conditions remain accommodative, in part reflecting policy measures to support the economy and the flow
of credit to U.S. households and businesses. The path of the economy continues to depend on the course of
the virus. Progress on vaccinations and an easing of supply constraints are expected to support continued
gains in economic activity and employment as well as a reduction in inflation. Risks to the economic outlook
remain, including from new variants of the virus.”
Finance staff continued to manage the portfolio and work with multiple broker/dealers for investment
purchases throughout the quarter. Ongoing portfolio management activity will continue to be performed
inhouse by the Director of Finance and finance staff. There is no further activity to report on other than
routine investments by the City’s Finance Department.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov’t Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Considering the projected timing of cash receipts and disbursements and the structure of the Pooled
Investment Portfolio, the City should be able to comfortably meet overall cash flow needs over the next six
months. There is no direct fiscal impact by this action.
2022/03/01 City Council Post Agenda Page 109 of 312
P a g e | 4
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact by this action.
ATTACHMENTS
1. Summary of Cash and Investments as of December 31, 2021
2. Investment Report for the Quarter Ended December 31, 2021
3. Council Policy 220-01 Investment Policy and Guidelines
Staff Contact: Sarah Schoen, Director of Finance
Lisa Partee, Fiscal and Management Analyst, Finance Department
2022/03/01 City Council Post Agenda Page 110 of 312
% of
Investment Type Par Value Market Value Book Value Portfolio
Managed Investment Portfolio
BNY Custodial Cash Account $32,405,480 $32,405,480 $32,405,480 5.96%
U.S. Treasury Bond/Note 0 0 0 0.00%
Federal Agency Collateralized Mtg Ob. 0 0 0 0.00%
Federal Agency Bond/Note 91,459,000 91,400,256 91,153,618 16.75%
Corporate Note 140,941,000 143,869,988 143,418,909 26.36%
Commercial Paper 0 0 0 0.00%
Certificate of Deposit 33,516,000 34,017,984 33,518,305 6.16%
Municipal Bond 59,915,000 61,611,432 61,275,638 11.26%
Supranationals 11,500,000 11,674,360 11,439,387 2.10%
Asset Back Security/Collateralized Mtg Ob. 4,660,000 4,711,118 4,742,216 0.87%
Placement Service Deposits (CDARS) 4,185,913 4,185,913 4,185,913 0.77%
Managed Investment Portfolio Subtotal 378,582,393 383,876,531 382,139,467 70.23%
Pooled Investments
State of CA Local Agency Investment Fund 23,782,567 23,721,663 23,782,567 4.37%
County of San Diego Pooled Investment Fund 72,860,403 72,729,254 72,860,403 13.39%
Pooled Investments Subtotal 96,642,970 96,450,917 96,642,970 17.76%
Cash/Time Deposits 26,295,928 26,295,928 26,295,928 4.83%
Accrued Interest 1,962,864 1,962,864 1,962,864 0.36%
Total Cash & Investments Held by the City $503,484,156 $508,586,240 $507,041,229 93.19%
Held by Bank Trustee/Fiduciary Funds (1)
Investment Agreements 0 0 0 0.00%
Mutual Funds 22,908,304 22,873,227 22,908,304 4.21%
Cash with Fiscal Agents 1,077,222 1,077,222 1,077,222 0.20%
Restricted Cash 863,970 863,970 863,970 0.16%
U.S. Government 12,215,741 12,215,741 12,215,741 2.25%
Total Held by Bank Trustee/Fiduciary Funds $37,065,236 $37,030,159 $37,065,236 6.81%
Total Portfolio $540,549,391 $545,616,399 $544,106,465 100.00%
Notes:
1. Reflects bond proceeds and tax levy revenues held by trustee in accordance with bond covenants.
2. Par value is the principal amount of the investment on maturity.
3. Market values contained herein are received from sources we believe are reliable, however we do not guarantee their accuracy.
4. Book value is par value of the security plus or minus any premium or discount on the security.
Summary of Cash and Investments as of December 31, 2021
City of Chula Vista
2022/03/01 City Council Post Agenda Page 111 of 312
1.68%1.42%Excludes Pooled Investments and BNY Custodial Cash AccountPortfolio MaturityUnder 1 YearMaturityDec 2021Sep 2021Change1 - 2 Years3-Month0.06%0.04%0.02%2 - 3 Years1-Year0.39%0.09%0.30%3 - 4 Years2-Year0.73%0.28%0.45%4 - 5 Years3-Year0.97%0.53%0.44%Total5-Year1.26%0.98%0.28%10-Year1.52%1.52%0.00%OctoberNovemberDec 2020Dec 2019Dec 2018Dec 2017December0.13%1.58%2.48%1.89%Total for QuarterNote: Interest Earnings figures do not include capital gains or lossesWeighted Yield to Maturity (incl. Pooled Investments)2,374,000$ Weighted Yield to Maturity (excl. Pooled Investments/BNY Cash)PAR ValueBook ValueMarket ValueWeighted Average Maturity (in years)PAR Maturing478,782,437$ 480,327,448$ 2.13City of Chula VistaInvestment Report for the Quarter Ended December 31, 2021Portfolio Summary and Key StatisticsPortfolio Key Statistics475,225,363$ 1,637,178$ % Maturing2020Change346,176,913$ 24%20%31%25%1%100%81,910,913$ 70,896,000$ 105,904,000$ 85,092,000$ 558,421$ U.S. Treasury Yields - Quarterly Comparison2-Year U.S. Treasury Yield - Historical Data558,930$ 519,827$ 620,257$ 606,131$ Interest Earnings2021593,115$ 1,819,503$ (61,327)$ (86,304)$ (34,694)$ (182,325)$ 0.98%7.08%0.00%29.95%19.03%0.00%12.83%2.43%0.87%4.94%15.14%6.75%ASSET-BACKED SECURITYCERTIFICATE OF DEPOSITCOMMERCIAL PAPERCORPORATE NOTEFEDERAL AGENCY BOND/NOTEU.S. TREASURY NOTEMUNICIPAL BONDSUPRANATIONALPLACEMENT SERVICE DEPOSITSLAIFSDCIPMONEY MARKET FUND0%5%10%15%20%25%30%35%Under 1Year1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years24%20%31%25%1%Portfolio Maturity DistributionPage 1 of 19Source: City of Chula Vista Finance Department2022/03/01 City Council Post Agenda Page 112 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerFORDF 2019-1 A 4/9/20192.840%3/15/202434528QGS71,500,000.00Aaa2/26/20203/2/20201,543,414.501.401,507,631.70FORD CREDIT MASTER OWNER TRCAPITAL ONE 2019-A2 A29/5/20191.720%8/15/202414041NFU02,000,000.00AAA12/18/201912/23/20191,992,939.221.862,016,491.60CAPITAL ONE MULTI-ASSET EXEC TRCITIBANK 2018-A6 A68/17/20183.210%12/7/202417305EGR0560,000.00Aaa1/2/20201/7/2020581,862.371.83573,906.42CITIBANK CREDIT CARD ISSUANCEWORLD OMNI 2018-D A410/17/20183.440%12/16/202498162WAE7600,000.00AAA12/19/201912/23/2019624,000.002.13613,088.58WORLD OMNI AUTO RECEIVABLES TRUSTASSET-BACKED SECURITYSUBTOTAL4,660,000.004,742,216.094,711,118.30ENCORE BANK7/19/20192.000%1/19/202229260MAB1249,000.00NA7/9/20197/19/2019249,000.002.00249,249.67ENCORE BANKRAYMOND JAMES BANK1/25/20192.950%1/25/202275472RAA9246,000.00NA1/23/20191/25/2019246,000.002.95246,486.62RAYMOND JAMES BANK NAFARMERS & MERCHANTS BANK 2/14/2020 1.500% 2/14/2022308682BF9249,000.00NA 2/4/2020 2/14/2020249,000.00 1.50 249,435.70FARMERS & MERCHANTS BANKSTATE BANK OF LIZTON IN2/14/20201.600%2/14/2022856309BT5249,000.00NA2/5/20202/14/2020249,000.001.60249,466.82STATE BANK OF LIZTON INDOLLAR BANK FSB2/19/20192.700%2/18/202225665QBC8246,000.00NA2/6/20192/19/2019246,000.002.70246,870.11DOLLAR BANK FSBTHIRD FED SAV&LN2/22/20192.800%2/22/202288413QCG1246,000.00NA1/29/20192/22/2019246,000.002.80246,977.34THIRD FED SAVINGS & LOANFNB OF MCGREGOR TX2/20/20192.700%2/22/202232112UCV1249,000.00NA2/6/20192/20/2019249,000.002.70249,953.00FNB OF MCGREGOR TXNEXTIER BANK2/21/20201.600%2/22/202265344AAB1249,000.00NA1/29/20202/21/2020249,000.001.60249,549.81NEXTIER BANKFIRST COMMERCIAL BANK MS 2/21/2020 1.500% 2/22/202231984GFC8249,000.00NA 2/4/2020 2/21/2020249,000.00 1.50 249,513.15FIRST COMMERCIAL BANK MSCITIZENS N/B BLUFFTON2/21/20201.500%2/22/2022175144DZ4248,000.00NA2/4/20202/21/2020248,000.001.50248,510.88CITIZENS N/B BLUFFTONSB ONE BANK2/28/20201.500%2/28/202278414TBW1248,000.00NA2/4/20202/28/2020248,000.001.50248,568.72SB ONE BANKFARMERS BANK & TRUST2/28/20201.600%2/28/2022309162BG9249,000.00NA2/6/20202/28/2020249,000.001.60249,612.05FARMERS BANK & TRUSTINDEPENDENT BANK MEMPHIS 3/5/2020 1.550% 3/7/202245383UUL7249,000.00NA 2/19/2020 3/5/2020249,000.00 1.55 249,625.25INDEPENDENT BANK MEMPHISFIRST STATE BANK BOISE3/11/20201.500%3/11/202233648PBK8249,000.00NA2/25/20203/11/2020249,000.001.50249,638.93FIRST STATE BANK BOISESALLIE MAE BANK3/20/20192.750%3/21/20227954502A2246,000.00NA3/18/20193/20/2019246,000.002.75247,403.61SALLIE MAE BANK/SALT LKECAROLINA TRUST BANK9/20/20191.600%3/21/2022144200BB7249,000.00NA9/3/20199/20/2019249,000.001.60249,785.51CAROLINA TRUST BANKSTATE BANK OF TEXAS3/20/20201.400%3/21/2022856528DC5249,000.00NA2/27/20203/20/2020249,000.001.40249,674.88STATE BANK OF TEXASUNITED BANKERS BANK7/24/20192.000%4/25/2022909557JF8249,000.00NA7/3/20197/24/2019249,000.002.00250,399.25UNITED BANKERS BANKLIVE OAK BANK8/9/20192.000%5/9/2022538036FB5249,000.00NA7/29/20198/9/2019249,000.002.00250,533.71LIVE OAK BANKMERRICK BANK6/11/20192.450%6/10/202259013KAM8249,000.00NA6/3/20196/11/2019249,000.002.45251,392.28MERRICK BANKFLAGSTAR BANK6/12/20192.500%6/13/202233847E2J5246,000.00NA5/29/20196/12/2019246,000.002.50248,461.68FLAGSTAR BANKHANMI BANK7/19/20192.000%7/19/2022410493EL0249,000.00NA7/9/20197/19/2019249,000.002.00251,321.61HANMI BANKTIAA FSB2/4/20192.900%8/4/202287270LBR3246,000.00NA1/23/20192/4/2019246,000.002.90249,781.40TIAA FSBCIT BANK8/23/20191.950%8/23/202212556LBB1247,000.00NA8/12/20198/23/2019247,000.001.95249,601.66CIT BANK NA1ST SECURITY BANK8/30/20191.750%8/30/202233625CCQ0249,000.00NA8/12/20198/30/2019249,000.001.75251,368.831ST SECURITY BANKFIRST SOURCE BANK7/11/20192.000%9/12/202233646CLJ1247,000.00NA7/3/20197/11/2019247,000.002.00249,885.36FIRST SOURCE BANKCONGRESSIONAL BANK7/24/20192.050%9/26/202220726ABC1247,000.00NA7/11/20197/24/2019247,000.002.05250,135.64CONGRESSIONAL BANKPLAINSCAPITAL BANK10/11/20191.800%10/11/202272663QD30247,000.00NA10/1/201910/11/2019247,000.001.80249,798.78PLAINSCAPITAL BANKENERBANK USA10/31/20183.300%10/31/202229278TDT4249,000.00NA10/26/201810/31/2018249,000.003.30255,014.11ENERBANK USADISCOVER BANK11/1/20183.300%11/1/2022254673WA0245,000.00NA10/26/201811/1/2018245,000.003.30250,930.38DISCOVER BANKFIRST BANK FINANCIAL 2/6/20192.750%11/7/202231911QFP5249,000.00NA1/30/20192/6/2019249,000.002.75253,971.65FIRST BANK FINANCIAL CENMORGAN STANLEY11/8/20183.400%11/8/202261760ARM3245,000.00NA10/31/201811/8/2018245,000.003.40251,278.01MORGAN STANLEYFSB OF DEQUEEN7/30/20192.000%11/30/2022336460CV0249,000.00NA7/3/20197/30/2019249,000.002.00252,609.79FSB OF DEQUEENLUANA SAVINGS BANK6/21/20192.250%12/21/2022549104GU5247,000.00NA6/13/20196/21/2019247,000.002.25251,224.25LUANA SAVINGS BANKVERUS BANK6/28/20192.200%12/28/202292535LCH5249,000.00NA6/13/20196/28/2019249,000.002.20253,222.25VERUS BANKWELLS FARGO NATL BANK12/30/20191.850%12/30/2022949495AF2249,000.00NA12/16/201912/30/2019249,000.001.85252,366.79WELLS FARGO NATL BANKMARTHAS VINEYARD SB1/21/20201.650%1/23/2023573125AF8249,000.00NA1/13/20201/21/2020249,000.001.65251,853.77MARTHAS VINEYARD SBUNITY BANK NJ1/22/20201.650%1/23/202391330ABX4249,000.00NA1/13/20201/22/2020249,000.001.65251,853.77UNITY BANK NJPage 2 of 192022/03/01 City Council Post Agenda Page 113 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerVIRGINIA PARTNERS BANK1/27/20201.650%1/27/2023928066BB4249,000.00NA1/13/20201/27/2020249,000.001.65251,883.11VIRGINIA PARTNERS BANKPROMISEONE BANK2/14/20201.500%2/14/202374348HAE8249,000.00NA2/4/20202/14/2020249,000.001.50251,505.95PROMISEONE BANKSERVISFIRST BANK2/21/20201.600%2/21/202381768PAF3249,000.00NA1/31/20202/21/2020249,000.001.60251,835.91SERVISFIRST BANKBANK OF PERRY COUNTY2/21/20201.550%2/21/202306425KCC1249,000.00NA2/4/20202/21/2020249,000.001.55251,692.25BANK OF PERRY COUNTYPEOPLEFIRST BANK3/6/20201.350%3/6/2023709771AG4249,000.00NA2/27/20203/6/2020249,000.001.35251,094.10PEOPLEFIRST BANKPADUCAH BANK AND TRUST3/12/20201.250%3/13/2023695292FR8249,000.00NA2/28/20203/13/2020249,000.001.25250,827.05PADUCAH BANK AND TRUSTFIRST CAROLINA BANK3/24/20201.100%3/24/202331944MAR6249,000.00NA3/2/20203/24/2020249,000.001.10250,410.04FIRST CAROLINA BANKSTATE BANK OF 4/12/20192.550%4/12/2023856487AQ6249,000.00NA3/28/20194/12/2019249,000.002.55255,037.98STATE BANK OF REESEVILLEMIDWEST COMMUNITY 4/15/20201.200%4/14/2023598315CE7249,000.00NA4/3/20204/15/2020249,000.001.20250,704.80MIDWEST COMMUNITY BANKCADENCE BANK4/15/20201.300%4/17/202312738RGA6248,000.00NA4/2/20204/15/2020248,000.001.30250,028.55CADENCE BANKEAGLEBANK4/30/20192.650%4/28/202327002YEL6249,000.00NA4/16/20194/30/2019249,000.002.65255,576.43EAGLEBANKSTEARNS BANK2/10/20201.650%5/10/2023857894F95247,000.00NA2/4/20202/10/2020247,000.001.65250,197.46STEARNS BANKFARMERS & MERCH SVGS 8/15/20191.950%8/15/202330886WAB1249,000.00NA8/1/20198/15/2019249,000.001.95253,713.37FARMERS & MERCH SVGS BKNEBRASKALAND NATIONAL BK 8/22/2019 1.750% 8/22/202363970QFT8248,000.00NA 8/12/2019 8/22/2019248,000.00 1.75 251,927.03NEBRASKALAND NATIONAL BANKFIRSTIER BANK8/23/20191.900%8/23/202333766LAH1249,000.00NA8/8/20198/23/2019249,000.001.90253,570.59FIRSTIER BANKAMERICAN COMMERCE 8/23/20191.750%8/23/202302519TAW6249,000.00NA8/12/20198/23/2019249,000.001.75252,952.38AMERICAN COMMERCE BANKCELTIC BANK8/30/20191.800%8/30/202315118RRF6249,000.00NA8/12/20198/30/2019249,000.001.80253,206.68CELTIC BANKFIRST ST BANK BUXTON9/5/20191.650%9/5/202333648RAZ2249,000.00NA8/27/20199/5/2019249,000.001.65252,489.21FIRST ST BANK BUXTONNATIONAL BANK OF NY 9/10/20191.700%9/8/2023634116CU9249,000.00NA8/27/20199/10/2019249,000.001.70252,717.62NATIONAL BANK OF NY CITYABACUS FEDERAL SVGS BANK 9/12/2019 1.700% 9/12/202300257TBG0249,000.00NA 8/27/2019 9/12/2019249,000.00 1.70 252,741.59ABACUS FEDERAL SVGS BANKFIRST SERVICE BANK9/30/20191.750%9/29/202333640VDB1249,000.00NA9/17/20199/30/2019249,000.001.75253,062.10FIRST SERVICE BANKCOMENITY CAPITAL10/30/20183.450%10/30/202320033AM86249,000.00NA10/26/201810/30/2018249,000.003.45260,914.37COMENITY CAPITALGOLDMAN SACHS10/31/20183.500%10/31/202338148PY84245,000.00NA10/26/201810/31/2018245,000.003.50256,802.83GOLDMAN SACHSUBS BANK USA11/7/20183.500%11/7/202390348JFQ8249,000.00NA10/30/201811/7/2018249,000.003.50261,145.04UBS BANK USABARCLAYS BANK11/7/20183.450%11/7/202306740KMU8245,000.00NA10/29/201811/7/2018245,000.003.45256,697.90BARCLAYS BANKMORGAN STANLEY11/8/20183.550%11/8/202361690UAZ3245,000.00NA10/31/201811/8/2018245,000.003.55257,170.98MORGAN STANLEYCITIBANK NA11/9/20183.450%11/9/202317312QV55245,000.00NA10/26/201811/9/2018245,000.003.45256,732.29CITIBANK NAWELLS FARGO BANK NA11/9/20183.500%11/9/2023949763UY0249,000.00NA10/26/201811/9/2018249,000.003.50261,180.67WELLS FARGO BANK NACOMMERCIAL BANK11/15/20183.400%11/15/202320143PDV9249,000.00NA11/7/201811/15/2018249,000.003.40260,818.56COMMERCIAL BANK HARROGATEBANK NEW ENGLAND7/19/20192.150%11/20/202306426KBH0249,000.00NA7/10/20197/19/2019249,000.002.15254,999.34BANK OF NEW ENGLANDBANK OF BARODA11/30/20183.550%11/30/202306062R7R7245,000.00NA11/20/201811/30/2018245,000.003.55257,564.00BANK OF BARODAMARLIN BUSINESS BANK12/2/20191.700%12/4/202357116ATG3249,000.00NA11/6/201912/2/2019249,000.001.70252,805.90MARLIN BUSINESS BANKBAR HARBOR BANK & 12/31/20183.300%12/29/2023066851WH5249,000.00NA12/19/201812/31/2018249,000.003.30260,919.83BAR HARBOR BANK & TRUSTNAHEOLA CREDIT UNION1/10/20202.000%1/10/2024629801AB7248,000.00NA12/20/20191/10/2020248,000.002.00253,354.72NAHEOLA CREDIT UNIONMEDALLION BK UT2/11/20193.000%2/12/202458404DDG3249,000.00NA1/30/20192/11/2019249,000.003.00259,796.37MEDALLION BANK UTAHROLLSTONE BANK & TRUST2/12/20201.650%2/12/202477579ADF0247,000.00NA2/11/20202/13/2020247,000.001.65250,617.18ROLLSTONE BANK & TRUSTPCSB BANK2/21/20201.650%2/21/202469324MAL9249,000.00NA2/6/20202/21/2020249,000.001.65252,697.31PCSB BANKBANK HAPOALIM3/25/20192.900%3/25/202406251AW48246,000.00NA3/18/20193/25/2019246,000.002.90256,557.47BANK HAPOALIM BM NYAXOS BANK3/26/20201.650%3/26/202405465DAK4249,000.00NA2/27/20203/26/2020249,000.001.65252,749.47AXOS BANKNICOLET NATIONAL BANK3/31/20201.150%3/28/2024654062JR0249,000.00NA3/18/20203/31/2020249,000.001.15249,962.00NICOLET NATIONAL BANKLAKESIDE BANK4/14/20201.250%4/12/202451210SSH1249,000.00NA4/3/20204/14/2020249,000.001.25250,440.35LAKESIDE BANKJEFFERSON BANK4/15/20201.250%4/15/2024472382AQ3249,000.00NA4/3/20204/15/2020249,000.001.25250,445.47JEFFERSON BANKPACIFIC WESTERN BANK4/16/20201.300%4/16/202469506YRH4248,000.00NA4/6/20204/16/2020248,000.001.30249,720.94PACIFIC WESTERN BANKTHOMASTON SAVINGS 4/23/20201.250%4/23/202488457PAR8248,000.00NA4/13/20204/23/2020248,000.001.25249,448.65THOMASTON SAVINGS BANKPage 3 of 192022/03/01 City Council Post Agenda Page 114 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerNORTHWEST BANK4/30/20201.100%4/30/202466736ABT5249,000.00NA4/17/20204/30/2020249,000.001.10249,598.93NORTHWEST BANKFIRST FREEDOM BANK4/30/20201.100%4/30/202432027BAM9249,000.00NA4/17/20204/30/2020249,000.001.10249,598.93FIRST FREEDOM BANKUNITED REPUBLIC BANK5/13/20201.000%5/13/2024909242AH2249,000.00NA4/21/20205/13/2020249,000.001.00248,905.53UNITED REPUBLIC BANKCAPITAL ONE NA6/19/20192.500%6/19/202414042RLZ2246,000.00NA6/11/20196/19/2019246,000.002.50254,880.24CAPITAL ONE NACAPITAL ONE BANK6/19/20192.500%6/19/202414042TAW7246,000.00NA6/11/20196/19/2019246,000.002.50254,880.24CAPITAL ONE BANKLCA BANK CORP6/28/20192.200%6/28/2024501798NL2247,000.00NA6/19/20196/28/2019247,000.002.20254,160.77LCA BANK CORPORATIONREVERE BANK6/28/20192.300%6/28/2024761402BY1247,000.00NA6/18/20196/28/2019247,000.002.30254,775.44REVERE BANKCENTURY NEXT BANK7/17/20192.000%7/17/2024156634AS6249,000.00NA7/3/20197/17/2019249,000.002.00254,993.97CENTURY NEXT BANKCF BANK8/19/20191.850%8/19/202415721UDB2247,000.00NA8/8/20198/19/2019247,000.001.85252,053.35CF BANKFIRST RESOURCE BANK8/21/20191.700%8/21/202433617LAC3249,000.00NA8/12/20198/21/2019249,000.001.70253,119.24FIRST RESOURCE BANKCALDWELL BANK & TRUST8/23/20191.900%8/23/2024128829AF5247,000.00NA8/7/20198/23/2019247,000.001.90252,386.48CALDWELL BANK & TRUSTWASHINGTON FEDERAL8/23/20192.050%8/23/2024938828BJ8249,000.00NA7/29/20198/23/2019249,000.002.05255,431.81WASHINGTON FEDERALGENOA BANKING COMPANY8/28/20191.800%8/28/2024372348CK6249,000.00NA8/12/20198/28/2019249,000.001.80253,810.44GENOA BANKING COMPANYMERCHANTS STATE BANK8/30/20191.800%8/30/2024589227AG2247,000.00NA8/7/20198/30/2019247,000.001.80251,768.71MERCHANTS STATE BANKPREFERRED BANK8/30/20191.850%8/30/2024740367HS9249,000.00NA8/7/20198/30/2019249,000.001.85254,151.74PREFERRED BANKPEOPLES BANK ROCK VALLEY 3/10/2020 1.500% 9/10/2024710665FD7249,000.00NA 2/24/2020 3/10/2020249,000.00 1.50 251,734.51PEOPLES BANK ROCK VALLEYALMA BANK9/11/20191.750%9/11/2024020080BL0249,000.00NA8/27/20199/11/2019249,000.001.75253,414.52ALMA BANKBANK OF OLD MONROE9/18/20191.700%9/18/2024064236BG6249,000.00NA8/27/20199/18/2019249,000.001.70253,107.61BANK OF OLD MONROESPRING BANK9/19/20191.650%9/19/2024849430BA0249,000.00NA8/27/20199/19/2019249,000.001.65252,773.56SPRING BANKENTERPRISE BANK9/27/20191.800%9/27/202429367RLA2247,000.00NA9/17/20199/27/2019247,000.001.80251,773.94ENTERPRISE BANKBANKWEST INC9/27/20191.700%9/27/202406652CHB0249,000.00NA9/12/20199/27/2019249,000.001.70253,144.35BANKWEST INCUINTA BANK10/16/20191.700%10/16/2024903572DX0247,000.00NA10/4/201910/16/2019247,000.001.70251,044.19UINTA BANKMUTUALBANK10/22/20191.700%10/22/202462844AAP2249,000.00NA10/4/201910/22/2019249,000.001.70253,112.40MUTUALBANKFIRST BANK OF NEBRASKA10/30/20191.700%10/30/202432116PAM0249,000.00NA10/9/201910/30/2019249,000.001.70253,144.00FIRST BANK OF NEBRASKAENTERPRISE BANK & 11/8/20191.800%11/8/202429367SJQ8249,000.00NA10/22/201911/8/2019249,000.001.80253,752.88ENTERPRISE BANK & TRUSTTRIAD BANK11/8/20191.800%11/8/202489579NCB7249,000.00NA11/4/201911/8/2019249,000.001.80253,752.88TRIAD BANKMAINE SAVINGS FCU11/8/20191.900%11/8/2024560507AN5245,000.00NA2/3/20202/5/2020247,305.451.69250,374.52MAINE SAVINGS FCUCOMMERCIAL BANK 11/13/20191.750%11/13/2024201282JB7249,000.00NA10/31/201911/13/2019249,000.001.75253,418.91COMMERCIAL BANK ALMA MICOMMUNITY STATE BANK IL3/2/20201.550%12/2/202420404YCF0249,000.00NA2/13/20203/2/2020249,000.001.55251,908.18COMMUNITY STATE BANK ILCOMMUNITY BANK TEXAS12/4/20191.800%12/4/2024204161BJ1249,000.00NA11/20/201912/4/2019249,000.001.80253,729.96COMMUNITY BANK TEXASBANK FORWARD12/18/20191.750%12/18/2024062163BN9249,000.00NA12/5/201912/18/2019249,000.001.75253,422.84BANK FORWARDFREEDOM FINANCIAL BANK2/14/20201.550%2/14/202535637RDC8249,000.00NA2/6/20202/14/2020249,000.001.55251,872.39FREEDOM FINANCIAL BANKFIRST NATL BANK 2/14/20201.650%2/14/202532114VBT3249,000.00NA2/4/20202/14/2020249,000.001.65252,646.64FIRST NATL BANK MICHIGANAMERICAN STATE BANK IA2/21/20201.600%2/21/2025029728BC5249,000.00NA2/6/20202/21/2020249,000.001.60252,279.15AMERICAN STATE BANK IABELL BANK CORP2/27/20201.600%2/27/202507815AAZ0249,000.00NA2/10/20202/27/2020249,000.001.60252,296.00BELL BANK CORPAMERICAN EAGLE BANK IL2/28/20201.600%2/28/202502554BCZ2249,000.00NA2/18/20203/2/2020249,000.001.60252,298.84AMERICAN EAGLE BANK ILHORIZON BANK WAVERLY 2/28/20201.550%2/28/202544042TBX1249,000.00NA2/6/20202/28/2020249,000.001.55251,907.05HORIZON BANK WAVERLY NEFNB OF ALBANY2/28/20201.600%2/28/202532117WAN2249,000.00NA2/25/20202/28/2020249,000.001.60252,298.84FNB OF ALBANYIOWA STATE BANK3/5/20201.500%3/5/202546256YBF5248,000.00NA2/24/20203/5/2020248,000.001.50250,428.75IOWA STATE BANKACCESS BANK OMAHA NE3/13/20201.600%3/13/202500435JBH5249,000.00NA2/27/20203/13/2020249,000.001.60252,255.43ACCESS BANK OMAHA NEMCHENRY SAVINGS BANK3/13/20201.550%3/13/202558117WAG2249,000.00NA2/25/20203/13/2020249,000.001.55251,859.38MCHENRY SAVINGS BANKFNB BANK INC/ROMNEY3/18/20201.150%3/18/202530257JAR6249,000.00NA3/2/20203/18/2020249,000.001.15248,689.72FNB BANK INC/ROMNEYHARDIN COUNTY BANK3/27/20201.000%3/27/2025411822CN7249,000.00NA3/9/20203/27/2020249,000.001.00247,485.32HARDIN COUNTY BANKBANK OF ROMNEY3/27/20201.150%3/27/2025064657BB4249,000.00NA3/2/20203/27/2020249,000.001.15248,687.42BANK OF ROMNEYPage 4 of 192022/03/01 City Council Post Agenda Page 115 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerSAN FRANCISCO CREDIT UNION 3/27/2020 1.100% 3/27/202579772FAF3249,000.00NA 3/10/2020 3/27/2025249,000.00 1.10 248,286.72SAN FRANCISCO CREDIT UNIONCENTRAL BANK3/27/20201.000%3/27/2025152577AZ5249,000.00NA3/11/20203/27/2020249,000.001.00247,485.32CENTRAL BANKKNOXVILLE TVA EMPL CR UNION 3/31/2020 1.000% 3/31/2025499724AM4249,000.00NA 3/11/2020 3/31/2020249,000.00 1.00 247,400.18KNOXVILLE TVA EMPL CREDIT UNIONCENTERSTATE BANK3/30/20201.000%3/31/202515201QCJ4248,000.00NA3/10/20203/30/2020248,000.001.00246,408.48CENTERSTATE BANKGOLD COAST BANK4/15/20201.300%4/15/202538058KEF9249,000.00NA3/31/20204/15/2020249,000.001.30249,821.96GOLD COAST BANKSYNCHRONY BANK4/17/20201.450%4/17/202587164WZS0248,000.00NA4/6/20204/17/2020248,000.001.45250,030.51SYNCHRONY BANKSTATE BANK OF INDIA4/29/20201.600%4/29/2025856285TF8248,000.00NA4/13/20204/29/2020248,000.001.60251,277.19STATE BANK OF INDIABELMONT BANK & TRUST4/30/20201.300%4/30/202508016PDP1249,000.00NA4/3/20204/30/2020249,000.001.30249,832.09BELMONT BANK & TRUSTM1 BANK5/8/20201.000%5/8/202555316CAY2248,000.00NA4/27/20205/8/2020248,000.001.00246,268.68M1 BANKCERTIFICATE OF DEPOSITSUBTOTAL33,516,000.0033,518,305.4534,017,983.99COMMERCIAL PAPERSUBTOTAL0.000.000.00JOHNSON & JOHNSON3/3/20172.250%3/3/2022478160CD44,000,000.00AAA8/10/20188/14/20183,927,409.772.794,006,800.00JOHNSON & JOHNSONAMERICAN EXPRESS 3/3/20172.700%3/3/20220258M0EG03,000,000.00A-8/10/20188/14/20182,950,375.283.203,005,070.00AMERICAN EXPRESS COUS BANCORP3/2/20123.000%3/15/202291159HHC73,000,000.00A+8/10/20188/14/20182,983,027.743.173,009,330.00US BANCORPMUFG UNION BANK3/7/20193.150%4/1/202290520EAH41,245,000.00A7/15/20197/18/20191,270,580.802.341,250,390.85MUFG UNION BANKGLAXOSMITHKLINE5/9/20122.850%5/8/2022377373AD73,000,000.00A3/12/20193/15/20193,003,447.002.813,025,530.00GLAXOSMITHKLINE CAPITALQUALCOMM INC5/20/20153.000%5/20/2022747525AE32,595,000.00A3/4/20193/6/20192,583,984.233.142,621,053.80QUALCOMM INCAMERICAN HONDA FINANCE6/27/20192.200%6/27/202202665WCY52,500,000.00A-1/14/20201/16/20202,522,150.001.832,521,850.00AMERICAN HONDA FINANCEUNITED HEALTH7/23/20153.350%7/15/202291324PCN03,000,000.00A+9/10/20189/13/20183,012,282.413.243,048,240.00UNITED HEALTHPNC BANK7/28/20172.450%7/28/202269353RFE34,000,000.00A10/15/201810/17/20183,848,511.483.534,038,680.00PNC BANK NAPACCAR FINANCIAL8/10/20172.300%8/10/202269371RN772,500,000.00A+8/13/20198/15/20192,518,000.002.052,528,450.00PACCAR FINANCIALPROCTOR & GAMBLE8/11/20172.150%8/11/2022742718EU93,000,000.00AA-10/25/201810/29/20182,884,787.823.243,033,300.00PROCTOR & GAMBLE COESTEE LAUDER CO8/2/20122.350%8/15/202229736RAE0250,000.00A+1/23/20201/27/2020253,905.001.72252,867.50ESTEE LAUDER COCHARLES SCHWAB CORP8/27/20123.225%9/1/2022808513AG02,376,000.00A1/14/20201/16/20202,462,391.361.802,417,081.04CHARLES SCHWAB CORPTOYOTA MOTOR CREDIT9/8/20172.150%9/8/202289236TEC51,500,000.00A+8/30/20199/4/20191,514,085.001.831,516,800.00TOYOTA MOTOR CORPWALT DISNEY COMPANY9/15/20193.000%9/15/2022254687CM61,095,000.00BBB+1/27/20201/29/20201,133,116.951.641,114,107.75THE WALT DISNEY COMPANY (TWDC)JP MORGAN CHASE9/24/20123.250%9/23/202246625HJE12,530,000.00A-1/27/20201/29/20202,626,443.601.772,580,751.80JP MORGAN CHASEPACCAR FINANCIAL9/26/20192.000%9/26/202269371RQ331,000,000.00A+5/4/20205/6/20201,019,963.311.151,012,210.00PACCAR FINANCIALUNITED PARCEL SERVICE9/27/20122.450%10/1/2022911312AQ93,750,000.00A-10/25/201810/29/20183,624,712.503.373,804,075.00UNITED PARCEL SERVICE INCUNITED HEALTH10/25/20172.375%10/15/202291324PDD12,504,000.00A+7/25/20197/29/20192,516,845.522.212,539,531.76UNITED HEALTHCHUBB INA HOLDINGS INC11/3/20152.875%11/3/202200440EAU12,500,000.00A1/23/20201/27/20202,569,175.001.782,538,525.00ACE INA HOLDINGSAMERICAN HONDA FINANCE11/16/20172.600%11/16/202202665WCA7474,000.00A-7/25/20197/29/2019479,232.962.25482,190.72AMERICAN HONDA FINANCEWALT DISNEY COMPANY11/30/20122.350%12/1/202225468PCW41,500,000.00BBB+9/10/20199/12/20191,519,558.431.931,519,560.00TWDC ENTERPRISES 18 CORPCOOPERATIVE RABOBANK 1/10/20182.750%1/10/202321688AAL62,500,000.00A+3/25/20193/28/20192,485,700.002.912,552,725.00COOPERATIVE RABOBANK NYNIKE INC4/26/20132.250%5/1/2023654106AC71,200,000.00AA-7/26/20197/30/20191,206,456.002.091,222,068.00NIKE INCBP CAPITAL MARKETS11/10/20182.750%5/10/202310373QAL43,490,000.00A-6/4/20196/6/20193,510,940.002.593,574,667.40BP CAPITAL MARKETS AMERICALOEWS CORP5/7/20132.625%5/15/2023540424AQ11,500,000.00A2/5/20202/7/20201,538,700.001.741,531,005.00LOEWS CORPSIMON PROPERTY GROUP 12/11/20172.750%6/1/2023828807DD62,000,000.00A-1/9/20201/13/20202,050,240.001.922,044,580.00SIMON PROPERTY GROUP LPJOHN DEERE6/7/20183.450%6/7/202324422EUH02,000,000.00A2/6/20202/10/20202,111,060.001.722,073,120.00JOHN DEERE CAPITAL CORPBANK OF AMERICA CORP7/23/20134.100%7/24/202306053FAA71,255,000.00A-12/8/202112/10/20211,322,968.050.741,319,343.85BANK OF AMERICA CORPPNC BANK7/25/20133.800%7/25/202369349LAM02,525,000.00A-12/22/202112/27/20212,633,878.000.892,631,933.75PNC BANK NABNY MELLON 8/16/20162.200%8/16/202306406FAD53,000,000.00A12/22/202112/27/20213,066,220.510.843,065,250.00BANK OF NEW YORK MELLON CORPTOYOTA MOTOR CREDIT5/26/20201.350%8/25/202389236THA62,500,000.00A+12/29/202112/31/20212,523,100.000.792,522,350.00TOYOTA MOTOR CORPGILEAD SCIENCES9/20/20162.500%9/1/2023375558BL63,092,000.00BBB+6/3/20196/5/20193,086,640.602.543,165,775.12GILEAD SCIENCESPage 5 of 192022/03/01 City Council Post Agenda Page 116 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerAMERICAN HONDA FINANCE9/10/20200.650%9/8/202302665WDM03,000,000.00A-12/8/202112/10/20212,990,803.110.832,991,210.00AMERICAN HONDA FINANCEMETLIFE INC9/10/20134.368%9/15/202359156RBB33,549,000.00A-12/22/202112/27/20213,761,159.220.863,754,700.04METLIFE INCCUMMINS INC9/24/20133.650%10/1/2023231021AR73,500,000.00A+7/15/20197/18/20193,689,081.202.223,644,305.00CUMMINS INCCATERPILLAR 12/7/20183.650%12/7/202314913Q2S73,700,000.00A6/4/20196/6/20193,870,829.002.563,895,360.00CATERPILLAR FINL GEORGIA-PACIFIC12/11/20038.000%1/15/2024373298CF3320,000.00A+7/24/20197/26/2019395,206.402.42363,478.40GEORGIA-PACIFICJOHN DEERE6/7/20192.600%3/7/202424422EUX53,000,000.00A5/1/20205/5/20203,154,993.531.223,102,810.00JOHN DEERE CAPITAL CORPUNILEVER CAPITAL5/5/20172.600%5/5/2024904764AX51,500,000.00A+2/4/20202/6/20201,550,235.001.751,550,610.00UNILEVER CAPITALUNILEVER CAPITAL5/5/20172.600%5/5/2024904764AX52,000,000.00A+2/6/20202/10/20202,063,700.001.792,067,480.00UNILEVER CAPITALAPPLE INC5/6/20143.450%5/6/2024037833AS9250,000.00AA+1/31/20202/4/2020268,607.501.63264,452.50APPLE INCAPPLE INC5/11/20172.850%5/11/2024037833CU2650,000.00AA+2/5/20202/7/2020679,640.001.69677,111.50APPLE INCTEXAS INSTRUMENTS5/4/20172.625%5/15/2024882508BB91,000,000.00A+7/16/20197/19/20191,015,040.002.281,038,210.00TEXAS INSTRUMENTSBNY MELLON 5/7/20143.400%5/15/202406406HCV9600,000.00A5/4/20205/6/2020647,702.111.36631,320.00BANK OF NEW YORK MELLON CORPIBM CORP5/15/20193.000%5/15/2024459200JY83,000,000.00A-7/14/20217/16/20213,201,589.220.603,134,400.00IBM CORPASTRAZENECA FINANCE 5/28/20210.700%5/28/202404636NAC72,500,000.00A-12/13/202112/15/20212,476,175.001.102,480,575.00ASTRAZENECA FINANCE LLCONCOR ELECTRIC 5/23/20192.750%6/1/202468233JBM5475,000.00A+12/23/202112/28/2021493,349.251.08492,451.50ONCOR ELECTRIC DELIVERYSALESFORCE.COM7/12/20210.625%7/15/202479466LAG9450,000.00A+12/8/202112/10/2021446,113.520.96445,900.50SALESFORCE.COM INCUNITED HEALTH7/25/20192.375%8/15/202491324PDR03,000,000.00A+7/9/20217/13/20213,164,611.520.583,107,070.00UNITED HEALTHEXXON MOBIL CO8/16/20192.019%8/16/202430231GBC51,000,000.00AA-6/28/20216/30/20211,042,229.780.651,024,880.00EXXON MOBIL COAMAZON.COM INC2/22/20182.800%8/22/2024023135AZ9226,000.00AA1/14/20201/16/2020234,784.621.88236,603.92AMAZON.COM INCBURLINGTON NORTH SF8/18/20143.400%9/1/202412189LAT81,000,000.00AA-1/14/20201/16/20201,063,990.001.871,054,370.00BURLINGTON NORTH SANTA FEBURLINGTON NORTH SF8/18/20143.400%9/1/202412189LAT83,000,000.00AA-12/3/202112/7/20213,178,248.000.973,163,110.00BURLINGTON NORTH SANTA FECOCA-COLA CO9/6/20191.750%9/6/2024191216CL23,200,000.00A+12/17/202112/21/20213,268,288.000.953,261,376.00COCA-COLA COPAYPAL HOLDING9/26/20192.400%10/1/202470450YAC7950,000.00A-6/28/20216/30/20211,002,643.560.67983,421.00PAYPAL HOLDINGBNY MELLON 10/24/20192.100%10/24/202406406RAL11,000,000.00A12/8/202112/10/20211,026,690.001.151,025,930.00BANK OF NEW YORK MELLON CORPCATERPILLAR 11/8/20192.150%11/8/202414913Q3B33,000,000.00A12/3/202112/7/20213,093,739.111.063,087,660.00CATERPILLAR FINL HERSHEY COMPANY10/31/20192.050%11/15/2024427866BC1677,000.00A1/14/20201/16/2020682,504.011.87695,719.05HERSHEY COMPANYPACCAR FINANCIAL2/6/20201.800%2/6/202569371RQ661,000,000.00A+7/29/20218/2/20211,039,501.740.661,014,770.00PACCAR FINANCIALTOYOTA MOTOR CREDIT2/13/20201.800%2/13/202589236TGT61,000,000.00A+10/15/202110/19/20211,025,005.341.031,015,370.00TOYOTA MOTOR CORPWW GRAINGER INC2/26/20201.850%2/15/2025384802AE4580,000.00A+7/23/20217/27/2021602,805.020.70591,049.00WW GRAINGER INCJOHN DEERE3/13/20183.450%3/13/202524422EUE71,250,000.00A11/19/202111/23/20211,345,784.481.081,332,925.00JOHN DEERE CAPITAL CORPAPPLE INC5/11/20201.125%5/11/2025037833DT41,131,000.00AA+11/19/202111/23/20211,131,188.511.121,127,934.99APPLE INCHONEYWELL INTL5/18/20201.350%6/1/2025438516CB03,000,000.00A11/19/202111/23/20213,020,786.761.143,013,260.00HONEYWELL INTERNATIONALAMAZON.COM INC6/3/20200.800%6/3/2025023135BQ81,678,000.00AA12/14/202112/16/20211,655,794.571.191,659,441.32AMAZON.COM INCCUMMINS INC8/24/20200.750%9/1/2025231021AU0743,000.00A+12/8/202112/10/2021728,678.811.28728,823.56CUMMINS INCCUMMINS INC8/24/20200.750%9/1/2025231021AU02,257,000.00A+12/16/202112/20/20212,222,307.351.182,213,936.44CUMMINS INCTOYOTA MOTOR CREDIT10/16/20200.800%10/16/202589236THP33,000,000.00A+12/8/202112/10/20212,931,090.001.422,930,400.00TOYOTA MOTOR CORPINTEL CORP5/19/20162.600%5/19/2026458140AU42,374,000.00A+12/23/202112/28/20212,494,124.401.342,498,350.12INTEL CORPCORPORATE NOTESUBTOTAL140,941,000.00143,418,908.96143,869,988.18FFCB1/21/20201.600%1/21/20223133ELHR82,000,000.00AA+1/13/20201/21/20202,000,000.001.602,001,460.00FED FARM CREDITFAMCA6/21/20191.950%6/21/202231422BGP91,000,000.00NR7/26/20197/30/20191,001,250.491.911,008,050.00FARMER MACFHLB8/15/20133.125%9/9/2022313383WD93,000,000.00AA+10/26/201810/30/20183,018,561.002.953,058,410.00FED HOME LN BANKFNMA10/6/20172.000%10/5/20223135G0T783,000,000.00AA+10/29/201810/30/20182,894,940.002.953,038,130.00FANNIE MAEFFCB8/14/20191.600%8/14/20233133EKZK52,719,000.00AA+8/21/20198/22/20192,728,063.741.512,772,183.64FED FARM CREDITFHLB12/28/20210.820%3/28/20243130AQD343,500,000.00AA+12/14/202112/28/20213,500,000.000.823,498,670.00FED HOME LN BANKFHLMC9/10/20200.400%6/10/20243134GWJ641,950,000.00Aaa12/16/202112/17/20211,929,720.000.821,925,839.50FREDDIE MACFNMA12/14/20200.375%6/14/20243135GA5Y32,140,000.00AA+12/14/202112/15/20212,115,197.850.852,113,442.60FANNIE MAEPage 6 of 192022/03/01 City Council Post Agenda Page 117 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerFHLB12/28/20211.000%6/28/20243130AQAH64,000,000.00AA+12/3/202112/28/20214,000,000.001.004,002,000.00FED HOME LN BANKFFCB7/2/20200.570%7/2/20243133ELQ563,000,000.00AA+12/16/202112/17/20212,981,100.000.822,979,780.00FED FARM CREDITFHLB10/19/20210.450%7/19/20243130AP7D12,090,000.00AA+12/16/202112/17/20212,067,741.500.872,065,567.90FED HOME LN BANKFHLB11/23/20210.940%8/23/20243130APQX62,300,000.00AA+10/28/202111/23/20212,300,000.000.942,294,963.00FED HOME LN BANKFHLB12/16/20211.000%9/16/20243130APYH24,000,000.00AA+11/17/202112/16/20214,000,000.001.003,935,280.00FED HOME LN BANKFHLB12/23/20211.000%9/23/20243130AQ4Q33,000,000.00AA+12/1/202112/23/20213,000,000.001.002,998,800.00FED HOME LN BANKFAMCA9/26/20191.740%9/26/202431422BMD94,000,000.00NR 10/28/201910/31/20193,997,528.131.754,083,200.00FARMER MACFHLB12/30/20211.000%9/30/20243130AQD593,200,000.00AA+12/23/202112/30/20213,200,000.001.003,199,584.00FED HOME LN BANKFFCB10/17/20161.820%10/17/20243133EGYR01,000,000.00AA+2/5/20202/6/20201,013,630.001.521,028,970.00FED FARM CREDITFFCB11/1/20191.650%11/1/20243133EK4Y93,000,000.00AA+2/6/20202/7/20203,017,700.001.523,072,750.00FED FARM CREDITFHLB11/18/20211.000%11/18/20243130APQM02,300,000.00AA+10/28/202111/18/20212,300,000.001.002,294,296.00FED HOME LN BANKFHLB11/30/20211.000%11/25/20243130AQ3B71,000,000.00AA+12/14/202112/15/20211,000,368.280.99999,420.00FED HOME LN BANKFHLB2/17/20152.375%3/14/20253130A4CH33,000,000.00AA+12/17/202112/20/20213,137,340.000.933,126,270.00FED HOME LN BANKFHLB9/28/20210.600%3/28/20253130ANX963,500,000.00AA+12/15/202112/16/20213,447,500.001.073,445,505.00FED HOME LN BANKFHLB10/28/20210.850%4/28/20253130APKK01,730,000.00AA+10/15/202110/28/20211,730,000.000.851,717,682.40FED HOME LN BANKFHLB11/23/20211.150%5/23/20253130APXP53,000,000.00AA+11/17/202111/23/20213,000,000.001.152,992,800.00FED HOME LN BANKFNMA6/19/20200.500%6/17/20253135G04Z34,000,000.00AA+12/27/202112/28/20213,921,600.001.083,921,080.00FANNIE MAEFFCB12/23/20211.170%6/23/20253133ENHW33,000,000.00AA+12/14/202112/23/20213,000,000.001.172,998,740.00FED FARM CREDITFHLB12/30/20211.250%6/30/20253130AQ5S83,500,000.00AA+12/1/202112/30/20213,500,000.001.253,501,680.00FED HOME LN BANKFNMA8/27/20200.375%8/25/20253135G05X74,000,000.00AA+11/17/202111/18/20213,899,720.001.063,891,560.00FANNIE MAEFHLB8/9/20161.750%9/12/20253130A8ZQ94,000,000.00AA+11/30/202112/1/20214,104,240.001.054,087,120.00FED HOME LN BANKFHLMC9/24/20200.570%9/24/20253134GWUG94,000,000.00Aaa12/27/202112/28/20213,910,000.001.193,909,320.00FREDDIE MACFNMA11/12/20200.500%11/7/20253135G06G33,500,000.00AA+12/8/202112/9/20213,408,615.001.193,415,720.00FANNIE MAEFFCB11/17/20211.050%11/17/20253133ENEG12,030,000.00AA+11/17/202111/18/20212,028,802.301.072,021,981.50FED FARM CREDITFEDERAL AGENCY BOND/NOTE SUBTOTAL91,459,000.00 91,153,618.29 91,400,255.54U.S. TREASURY NOTESUBTOTAL0.000.000.00UNIV OF CALIFORNIA4/20/20162.046%5/15/202291412GD69200,000.00AA5/12/20205/14/2020202,940.001.30201,340.00UNIV OF CALIFORNIACITY OF OXNARD FIN AUTH12/10/20192.063%6/1/2022691875CZ9250,000.00AA11/21/201912/10/2019250,000.002.06251,532.50CITY OF OXNARD FINANCING AUTHLAKE TAHOE USD5/26/20154.000%8/1/2022511012MS2530,000.00A15/4/20205/6/2020564,699.101.03541,532.80LAKE TAHOE UNIFIED SCHOOL DISTLOS ANGELES CNTY REDEV8/25/20162.000%9/1/202254465AGN61,000,000.00AA3/16/20203/18/20201,019,030.001.211,010,140.00LOS ANGELES CNTY REDEV REF TARBHESPERIA CMNTY REDEV10/2/20183.125%9/1/202242806KAR41,500,000.00AA5/26/20206/5/20201,563,300.001.211,520,700.00HESPERIA CMNTY REDEV AGYBAY AREA CA TOLL AUTH9/26/20192.184%4/1/2023072024WN82,500,000.00AA9/23/20199/30/20192,509,850.002.072,547,425.00BAY AREA CA TOLL AUTHUNIV OF CALIFORNIA9/28/20172.519%5/15/202391412G2U82,000,000.00AA-10/30/201911/1/20192,043,540.001.882,049,240.00UNIV OF CALIFORNIACALIFORNIA HEALTH FAC 11/25/20191.970%6/1/202313032UVA31,000,000.00AA-11/20/201911/25/20191,000,000.001.971,017,240.00CALIFORNIA HEALTH FACILITY FIN AUTHCITY OF ONTARIO CA5/21/20202.216%6/1/202368304FAC0200,000.00AA5/15/20205/21/2020203,506.001.62202,358.00CITY OF ONTARIO CASTHRN PUB PWR AUTH-B3/26/20143.458%7/1/202384247PHY03,960,000.00AA-12/12/201812/14/20184,028,389.203.054,115,984.40SOUTHERN CA PUBLIC POWER AUTHGARDEN GROVE UNIFIED 10/16/20191.926%8/1/2023365298Y44245,000.00AA-9/25/201910/16/2019245,000.001.93248,900.40GARDEN GROVE UNIFIED SDPOWAY USD10/16/20191.992%8/1/2023738850SW71,000,000.00AA-9/27/201910/16/20191,000,000.001.991,016,950.00POWAY UNIFIED SCHOOL DISTCOACHELLA VALLEY USD10/17/20191.899%8/1/2023189849MF6555,000.00AA10/4/201910/17/2019555,000.001.90563,164.05COACHELLA VALLEY USDSAN RAFAEL ELEM SCH 11/13/20191.865%8/1/2023799306QJ7980,000.00AA11/1/201911/13/2019980,000.001.87995,435.00SAN RAFAEL ELEM SCH DISTWEST CONTRA COSTA USD5/12/20201.569%8/1/20239523472D3500,000.00AA-5/5/20205/12/2020500,000.001.57505,015.00WEST CONTRA COSTA USDPOMONA PENSN OBLG8/20/20204.000%8/1/202373208PBD2500,000.00AA-10/15/202010/19/2020541,065.001.00520,930.00POMONA PENSION OBLGSTATE OF CALIFORNIA10/26/20172.250%10/1/202313063DDG02,500,000.00AA-11/30/201812/5/20182,401,525.003.142,562,475.00STATE OF CALIFORNIASTATE OF CALIFORNIA10/26/20172.250%10/1/202313063DDG04,000,000.00AA-10/29/201810/31/20183,848,480.003.094,099,960.00STATE OF CALIFORNIAPage 7 of 192022/03/01 City Council Post Agenda Page 118 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerCALIFORNIA STATE UNIVERSITY 2/27/2020 1.557% 11/1/202313077DKB7400,000.00AA- 2/6/2020 2/27/2020400,000.00 1.56 405,696.00CALIFORNIA STATE UNIVERSITYBAKERSFIELD SCHOOL DISTRICT 3/29/2017 5.500% 11/1/2023057507KL8335,000.00A+ 5/4/2020 5/6/2020385,524.70 1.08 364,851.85BAKERSFIELD SCHOOL DISTRICTSTATE OF CALIFORNIA4/4/20193.000%4/1/202413063DLZ93,000,000.00AA-7/26/20197/30/20193,125,010.002.063,142,860.00STATE OF CALIFORNIACITY OF RIVERSIDE PENSN OBLG 6/11/2020 2.107% 6/1/2024769036BL7250,000.00AA 6/5/2020 6/11/2020250,000.00 2.11 254,627.50CITY OF RIVERSIDE PENSN OBLGCENTRAL USD6/18/20145.000%7/1/202415276PAV1795,000.00AA4/28/20204/30/2020916,786.051.22887,545.95CENTRAL UNIFIED SCHOOL DISTRICTSAN RAFAEL ELEM SCH 11/13/20191.965%8/1/2024799306QK41,200,000.00AA11/1/201911/13/20191,200,000.001.971,224,960.00SAN RAFAEL ELEM SCH DISTSANTA MONICA-MALIBU 11/6/20191.719%8/1/2024802498UH6250,000.00AA+10/8/201911/6/2019250,000.001.72254,860.00SANTA MONICA-MALIBU USDGILROY UNIFIED SD10/30/20191.833%8/1/2024376087FZ0500,000.00AA-10/9/201910/31/2019500,000.001.83510,140.00GILROY UNIFIED SDLONG BEACH CCD10/23/20191.803%8/1/2024542411NJ81,315,000.00AA10/9/201910/23/20191,315,000.001.801,339,998.15LONG BEACH CCDCOACHELLA VALLEY USD10/17/20191.999%8/1/2024189849MG4365,000.00AA10/9/201910/17/2019365,492.751.97371,785.35COACHELLA VALLEY USDSAN BERNARDINO CCD12/12/20192.044%8/1/2024796720MY3700,000.00AA11/21/201912/12/2019700,000.002.04718,298.00SAN BERNARDINO CCDSAN BERNARDINO CCD12/12/20192.044%8/1/2024796720MG21,000,000.00AA11/21/201912/12/20191,000,000.002.041,026,140.00SAN BERNARDINO CCDSONOMA CNTY JR COLLEGE DIST 11/12/2019 2.061% 8/1/2024835569GR91,000,000.00AA 10/23/2019 11/12/20191,000,000.00 2.06 1,026,830.00SONOMA CNTY JR COLLEGE DISTVAL VERDE USD6/19/20201.654%8/1/202491882RFU1215,000.00AA6/10/20206/19/2020215,000.001.65217,451.00VAL VERDE UNIFIED SCH DISTOAK GROVE SCHOOL DISTRICT 6/25/2020 1.276% 8/1/2024671205Y63200,000.00AA 6/12/2020 6/25/2020200,000.00 1.28 200,622.00OAK GROVE SCHOOL DISTRICTCARSON REDEV AGY TAB9/3/20201.188%8/1/202414575TDY5600,000.00AA8/12/20209/3/2020600,000.001.19597,354.00CARSON REDEV AGY TABSANTA MARIA JT UHSD12/14/20211.095%8/1/2024802309NW0400,000.00Aa212/9/202112/14/2021400,000.001.10400,020.00SANTA MARIA JT UHSDSANTA ANA CMNTY REDEV11/8/20183.683%9/1/2024801096AS72,000,000.00AA1/13/20201/17/20202,157,220.001.902,137,020.00SANTA ANA CMNTY REDEV AGYCALIFORNIA STATE UNIVERSITY 7/29/2021 0.563% 11/1/202413077DQC9450,000.00AA- 7/9/2021 7/29/2021450,000.00 0.56 443,695.50CALIFORNIA STATE UNIVERSITYNATIONAL CITY PENSN 11/16/20211.019%11/1/202463540QAC1300,000.00AA-12/3/202112/7/2021299,646.001.06298,515.00NATIONAL CITY PENSN OBLIGSTATE OF CALIFORNIA3/18/20154.000%3/1/202513063CQS2750,000.00AA-4/27/20204/29/2020845,032.501.29833,730.00STATE OF CALIFORNIASAN FRANCISCO CTY/CNTY PORT 2/27/2020 1.894% 3/1/2025797679CC9255,000.00A 2/13/2020 2/27/2020255,000.00 1.89 257,988.60SAN FRANCISCO CITY/CNTY PORT COMMGARDENA PENSN OBLIG11/24/20201.702%4/1/2025365471AE1250,000.00AA-11/20/202011/24/2020257,455.001.00251,842.50GARDENA PENSN OBLIGPORT OF OAKLAND12/3/20201.181%5/1/2025735000TM31,030,000.00A+11/30/202112/2/20211,033,471.101.081,023,593.40PORT OF OAKLANDCA STWD CMNTY DEV 10/8/20201.061%6/1/202513079XBT21,000,000.00AA9/23/202010/8/20201,000,000.001.06979,330.00CA STWD CMNTY DEV TRANSCITY OF ONTARIO CA POB5/21/20202.537%6/1/202568304FAE61,000,000.00AA5/20/20206/5/20201,027,770.001.951,021,660.00CITY OF ONTARIO CA POBUNIV OF CALIFORNIA5/18/20173.063%7/1/202591412GU941,600,000.00AA12/16/202112/20/20211,702,096.001.211,701,232.00UNIV OF CALIFORNIASAN JOSE SUCCESSOR 12/21/20173.076%8/1/2025798170AH94,675,000.00AA11/18/202111/22/20215,007,345.751.114,929,553.75SAN JOSE SUCCESSOR AGYCITY OF SAN BERNARDINO USD 9/24/2020 1.114% 8/1/2025796711G942,250,000.00AA 9/11/2020 9/24/20202,250,000.00 1.11 2,234,205.00CITY OF SAN BERNARDINO USDCOLTON UNIFIED SD10/28/20201.052%8/1/2025197036PL42,475,000.00AA10/15/202010/28/20202,475,000.001.052,453,145.75COLTON UNIFIED SDCARPINTERIA UNIFIED SCH DIST 11/18/2020 1.100% 8/1/2025144393NA91,210,000.00AA- 10/28/2020 11/18/20201,212,758.80 1.05 1,193,810.20CARPINTERIA UNIFIED SCH DISTPOMONA PENSION OBLG 8/20/20204.000%8/1/202573208PBF71,675,000.00AA-9/14/20209/16/20201,878,964.751.411,801,680.25POMONA PENSION OBLGSAN JOSE GEN OBLIG7/25/20192.450%9/1/2025798135E881,240,000.00AA+12/16/202112/20/20211,297,932.801.161,293,518.40SAN JOSE GEN OBLIGSAN JOSE GEN OBLIG7/25/20192.450%9/1/2025798135E881,035,000.00AA+12/16/202112/20/20211,083,355.201.161,079,670.60SAN JOSE GEN OBLIGCALIFORNIA STATE UNIVERSITY 9/17/2020 0.885% 11/1/202513077DML3775,000.00AA- 12/13/2021 12/15/2021763,452.50 1.28 762,879.00CALIFORNIA STATE UNIVERSITYMUNICIPAL BONDSUBTOTAL59,915,000.0061,275,638.2061,611,431.90Page 8 of 192022/03/01 City Council Post Agenda Page 119 of 312
City of Chula Vista Market Values as of:12/31/2021Current InvestmentsDescription DatedDate Coupon MaturityCUSIPParS&PMdysTradeDateSettlementDate Book Value YTMBNY Market Value 1IssuerIADB9/14/20171.750%9/14/20224581X0CZ95,000,000.00AAA8/10/20188/14/20184,794,949.302.825,047,300.00INTERAMER DEVIADB9/23/20210.500%9/23/20244581X0DZ83,000,000.00AAA12/16/202112/20/20212,969,402.210.882,960,250.00INTERAMER DEVIBRD7/29/20152.500%7/29/2025459058EP43,500,000.00AAA12/13/202112/15/20213,675,035.001.093,666,810.00INTL BK RECON & DEVELOPSUPRANATIONALSUBTOTAL11,500,000.0011,439,386.5111,674,360.00CDARS8/18/20224,185,913.438/19/20214,185,913.431.924,185,913.43Neighborhood National BankPLACEMENT SERVICE DEPOSITS4,185,913.434,185,913.43 4,185,913.43LAIF23,782,567.0623,782,567.06 23,721,662.76 Local Agency Investment FundSDCIP72,860,402.8072,860,402.80 72,729,254.07 San Diego County Investment PoolPOOLED INVESTMENTSSUBTOTAL96,642,969.8696,642,969.8696,450,916.83 MONEY MARKET FUND32,405,479.8532,405,479.8532,405,479.85Bank of New York MellonALL INVESTMENTSGRAND 475,225,363.14478,782,436.64480,327,448.021 The Market Value for LAIF and San Diego County Investment Pool are calculated using the Market Value/Fair Value Factor provided by those agencies.Page 9 of 192022/03/01 City Council Post Agenda Page 120 of 312
City of Chula VistaActivity for the Quarter Ended December 31, 2021MATURITYSecurityTypeDescDescriptionDatedDateCouponMaturityCUSIPParRatingTradeDateSettleDateBook ValueYTMIssuerOct-21FEDERAL AGENCY BONDFFCB10/19/20183.000%10/19/20213133EJK243,000,000.00AA+10/26/201810/29/20183,008,203.242.90FED FARM CREDITNov-21MUNICIPAL BONDCALIFORNIA BABS12/1/20105.700%11/1/202113063BJA13,870,000.00AA-11/30/201812/4/20184,131,225.003.25STATE OF CALIFORNIACERTIFICATE OF DEPOSITALLY BANK11/15/20183.200%11/15/202102007GGA5246,000.00NA11/7/201811/15/2018246,000.003.20ALLY BANK UTDec-21CERTIFICATE OF DEPOSITBUCKEYE COMMUNITY BANK3/3/20201.550%12/3/202111815SDF4249,000.00NA2/20/20203/3/2020249,000.001.55BUCKEYE COMMUNITY BANKCERTIFICATE OF DEPOSITBMW BANK OF NA12/14/20183.250%12/14/202105580AQA5246,000.00NA12/12/201812/14/2018246,000.003.25BMW BANK OF NORTH AMERICACERTIFICATE OF DEPOSITCONNECTONE BANK12/28/20183.200%12/28/202120786ACM5249,000.00NA12/12/201812/28/2018249,000.003.20CONNECTONE BANKTotal7,860,000.00BUYSecurityTypeDescDescriptionDatedDateCouponMaturityCUSIPParS & PTradeDateSettleDateBook ValueYTMIssuerOct-21CORPORATE NOTETOYOTA MOTOR CREDIT2/13/20201.800%2/13/202589236TGT61,000,000.00A+10/15/202110/19/20211,025,005.341.03TOYOTA MOTOR CORPFEDERAL AGENCY BONDFHLB10/28/20210.850%4/28/20253130APKK01,730,000.00AA+10/15/202110/28/20211,730,000.000.85FED HOME LN BANKNov-21FEDERAL AGENCY BONDFHLB11/23/20210.940%8/23/20243130APQX62,300,000.00AA+10/28/202111/23/20212,300,000.000.94FED HOME LN BANKFEDERAL AGENCY BONDFHLB11/18/20211.000%11/18/20243130APQM02,300,000.00AA+10/28/202111/18/20212,300,000.001.00FED HOME LN BANKFEDERAL AGENCY BONDFFCB11/17/20211.050%11/17/20253133ENEG12,030,000.00AA+11/17/202111/18/20212,028,802.301.07FED FARM CREDITFEDERAL AGENCY BONDFNMA8/27/20200.375%8/25/20253135G05X74,000,000.00AA+11/17/202111/18/20213,899,720.001.06FANNIE MAEMUNICIPAL BONDSAN JOSE SUCCESSOR AGY12/21/20173.076%8/1/2025798170AH94,675,000.00AA11/18/202111/22/20215,007,345.751.11SAN JOSE SUCCESSOR AGYCORPORATE NOTEJOHN DEERE3/13/20183.450%3/13/202524422EUE71,250,000.00A11/19/202111/23/20211,345,784.481.08JOHN DEERE CAPITAL CORPCORPORATE NOTEAPPLE INC5/11/20201.125%5/11/2025037833DT41,131,000.00AA+11/19/202111/23/20211,131,188.511.12APPLE INCCORPORATE NOTEHONEYWELL INTL5/18/20201.350%6/1/2025438516CB03,000,000.00A11/19/202111/23/20213,020,786.761.14HONEYWELL INTERNATIONALFEDERAL AGENCY BONDFHLB11/23/20211.150%5/23/20253130APXP53,000,000.00AA+11/17/202111/23/20213,000,000.001.15FED HOME LN BANKDec-21FEDERAL AGENCY BONDFHLB12/16/20211.000%9/16/20243130APYH24,000,000.00AA+11/17/202112/16/20214,000,000.001.00FED HOME LN BANKFEDERAL AGENCY BONDFHLB8/9/20161.750%9/12/20253130A8ZQ94,000,000.00AA+11/30/202112/1/20214,104,240.001.05FED HOME LN BANKMUNICIPAL BONDPORT OF OAKLAND12/3/20201.181%5/1/2025735000TM31,030,000.00A+11/30/202112/2/20211,033,471.101.08PORT OF OAKLANDFEDERAL AGENCY BONDFHLB12/23/20211.000%9/23/20243130AQ4Q33,000,000.00AA+12/1/202112/23/20213,000,000.001.00FED HOME LN BANKFEDERAL AGENCY BONDFHLB12/30/20211.250%6/30/20253130AQ5S83,500,000.00AA+12/1/202112/30/20213,500,000.001.25FED HOME LN BANKCORPORATE NOTEBURLINGTON NORTH SANTA FE8/18/20143.400%9/1/202412189LAT83,000,000.00AA-12/3/202112/7/20213,178,248.000.97BURLINGTON NORTH SANTA FEMUNICIPAL BONDNATIONAL CITY PENSN OBLIG11/16/20211.019%11/1/202463540QAC1300,000.00AA-12/3/202112/7/2021299,646.001.06NATIONAL CITY PENSN OBLIGCORPORATE NOTECATERPILLAR 11/8/20192.150%11/8/202414913Q3B33,000,000.00A12/3/202112/7/20213,093,739.111.06CATERPILLAR FINL FEDERAL AGENCY BONDFHLB12/28/20211.000%6/28/20243130AQAH64,000,000.00AA+12/3/202112/28/20214,000,000.001.00FED HOME LN BANKFEDERAL AGENCY BONDFNMA11/12/20200.500%11/7/20253135G06G33,500,000.00AA+12/8/202112/9/20213,408,615.001.19FANNIE MAECORPORATE NOTEBNY MELLON 10/24/20192.100%10/24/202406406RAL11,000,000.00A12/8/202112/10/20211,026,690.001.15BANK OF NEW YORK MELLON CORPCORPORATE NOTETOYOTA MOTOR CREDIT10/16/20200.800%10/16/202589236THP33,000,000.00A+12/8/202112/10/20212,931,090.001.42TOYOTA MOTOR CORPCORPORATE NOTEBANK OF AMERICA CORP7/23/20134.100%7/24/202306053FAA71,255,000.00A-12/8/202112/10/20211,322,968.050.74BANK OF AMERICA CORPCORPORATE NOTEAMERICAN HONDA FINANCE9/10/20200.650%9/8/202302665WDM3,000,000.00A-12/8/202112/10/20212,990,803.110.83AMERICAN HONDA FINANCECORPORATE NOTESALESFORCE.COM7/12/20210.625%7/15/202479466LAG9450,000.00A+12/8/202112/10/2021446,113.520.96SALESFORCE.COM INCCORPORATE NOTECUMMINS INC8/24/20200.750%9/1/2025231021AU0743,000.00A+12/8/202112/10/2021728,678.811.28CUMMINS INCMUNICIPAL BONDSANTA MARIA JT UHSD12/14/20211.095%8/1/2024802309NW0400,000.00Aa212/9/202112/14/2021400,000.001.10SANTA MARIA JT UHSDSUPRANATIONALIBRD7/29/20152.500%7/29/2025459058EP43,500,000.00AAA12/13/202112/15/20213,675,035.001.09INTL BK RECON & DEVELOPCORPORATE NOTEASTRAZENECA FINANCE LLC5/28/20210.700%5/28/202404636NAC72,500,000.00A-12/13/202112/15/20212,476,175.001.10ASTRAZENECA FINANCE LLCMUNICIPAL BONDCALIFORNIA STATE UNIVERSITY9/17/20200.885%11/1/202513077DML3775,000.00AA-12/13/202112/15/2021763,452.501.28CALIFORNIA STATE UNIVERSITYPage 10 of 192022/03/01 City Council Post Agenda Page 121 of 312
SecurityTypeDescDescriptionDatedDateCouponMaturityCUSIPParRatingTradeDateSettleDateBook ValueYTMIssuerFEDERAL AGENCY BONDFHLB11/30/20211.000%11/25/20243130AQ3B71,000,000.00AA+12/14/202112/15/20211,000,368.280.99FED HOME LN BANKFEDERAL AGENCY BONDFNMA12/14/20200.375%6/14/20243135GA5Y32,140,000.00AA+12/14/202112/15/20212,115,197.850.85FANNIE MAEFEDERAL AGENCY BONDFHLB9/28/20210.600%3/28/20253130ANX963,500,000.00AA+12/15/202112/16/20213,447,500.001.07FED HOME LN BANKCORPORATE NOTEAMAZON.COM INC6/3/20200.800%6/3/2025023135BQ81,678,000.00AA12/14/202112/16/20211,655,794.571.19AMAZON.COM INCFEDERAL AGENCY BONDFFCB12/23/20211.170%6/23/20253133ENHW3,000,000.00AA+12/14/202112/23/20213,000,000.001.17FED FARM CREDITFEDERAL AGENCY BONDFHLB12/28/20210.820%3/28/20243130AQD343,500,000.00AA+12/14/202112/28/20213,500,000.000.82FED HOME LN BANKFEDERAL AGENCY BONDFHLB10/19/20210.450%7/19/20243130AP7D12,090,000.00AA+12/16/202112/17/20212,067,741.500.87FED HOME LN BANKFEDERAL AGENCY BONDFFCB7/2/20200.570%7/2/20243133ELQ563,000,000.00AA+12/16/202112/17/20212,981,100.000.82FED FARM CREDITFEDERAL AGENCY BONDFHLMC9/10/20200.400%6/10/20243134GWJ641,950,000.00Aaa12/16/202112/17/20211,929,720.000.82FREDDIE MACCORPORATE NOTECUMMINS INC8/24/20200.750%9/1/2025231021AU02,257,000.00A+12/16/202112/20/20212,222,307.351.18CUMMINS INCSUPRANATIONALIADB9/23/20210.500%9/23/20244581X0DZ83,000,000.00AAA12/16/202112/20/20212,969,402.210.88INTERAMER DEVMUNICIPAL BONDSAN JOSE GEN OBLIG7/25/20192.450%9/1/2025798135E881,240,000.00AA+12/16/202112/20/20211,297,932.801.16SAN JOSE GEN OBLIGMUNICIPAL BONDSAN JOSE GEN OBLIG7/25/20192.450%9/1/2025798135E881,035,000.00AA+12/16/202112/20/20211,083,355.201.16SAN JOSE GEN OBLIGMUNICIPAL BONDUNIV OF CALIFORNIA5/18/20173.063%7/1/202591412GU941,600,000.00AA12/16/202112/20/20211,702,096.001.21UNIV OF CALIFORNIACORPORATE NOTECOCA-COLA CO9/6/20191.750%9/6/2024191216CL23,200,000.00A+12/17/202112/21/20213,268,288.000.95COCA-COLA COFEDERAL AGENCY BONDFHLB2/17/20152.375%3/14/20253130A4CH33,000,000.00AA+12/17/202112/20/20213,137,340.000.93FED HOME LN BANKCORPORATE NOTEBNY MELLON 8/16/20162.200%8/16/202306406FAD53,000,000.00A12/22/202112/27/20213,066,220.510.84BANK OF NEW YORK MELLON CORPCORPORATE NOTEMETLIFE INC9/10/20134.368%9/15/202359156RBB33,549,000.00A-12/22/202112/27/20213,761,159.220.86METLIFE INCCORPORATE NOTEPNC BANK7/25/20133.800%7/25/202369349LAM02,525,000.00A-12/22/202112/27/20212,633,878.000.89PNC BANK NACORPORATE NOTEINTEL CORP5/19/20162.600%5/19/2026458140AU42,374,000.00A+12/23/202112/28/20212,494,124.401.34INTEL CORPCORPORATE NOTEONCOR ELECTRIC DELIVERY5/23/20192.750%6/1/202468233JBM5475,000.00A+12/23/202112/28/2021493,349.251.08ONCOR ELECTRIC DELIVERYFEDERAL AGENCY BONDFHLB12/30/20211.000%9/30/20243130AQD593,200,000.00AA+12/23/202112/30/20213,200,000.001.00FED HOME LN BANKFEDERAL AGENCY BONDFHLMC9/24/20200.570%9/24/20253134GWUG4,000,000.00Aaa12/27/202112/28/20213,910,000.001.19FREDDIE MACFEDERAL AGENCY BONDFNMA6/19/20200.500%6/17/20253135G04Z34,000,000.00AA+12/27/202112/28/20213,921,600.001.08FANNIE MAECORPORATE NOTETOYOTA MOTOR CREDIT5/26/20201.350%8/25/202389236THA62,500,000.00A+12/29/202112/31/20212,523,100.000.79TOYOTA MOTOR CORPTotal135,182,000.00Page 11 of 192022/03/01 City Council Post Agenda Page 122 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsFORDF 2019-1 A 1,500,000.00 3/15/2024 805 -$ -$ -$ 1,500,000.00$ -$ -$ CAPITAL ONE 2019-A2 A2 2,000,000.00 8/15/2024 958 -$ -$ -$ 2,000,000.00$ -$ -$ CITIBANK 2018-A6 A6 560,000.00 12/7/2024 1072 -$ -$ -$ 560,000.00$ -$ -$ WORLD OMNI 2018-D A4 600,000.00 12/16/2024 1081 -$ -$ -$ 600,000.00$ -$ -$ ASSET-BACKED SECURITY-$ -$ -$ 4,660,000.00$ -$ -$ ENCORE BANK249,000.00 1/19/2022 19 249,000.00$ -$ -$ -$ -$ -$ RAYMOND JAMES BANK 246,000.00 1/25/2022 25 246,000.00$ -$ -$ -$ -$ -$ FARMERS & MERCHANTS BANK 249,000.00 2/14/2022 45 249,000.00$ -$ -$ -$ -$ -$ STATE BANK OF LIZTON IN 249,000.00 2/14/2022 45 249,000.00$ -$ -$ -$ -$ -$ DOLLAR BANK FSB 246,000.00 2/18/2022 49 246,000.00$ -$ -$ -$ -$ -$ THIRD FED SAV&LN 246,000.00 2/22/2022 53 246,000.00$ -$ -$ -$ -$ -$ FNB OF MCGREGOR TX 249,000.00 2/22/2022 53 249,000.00$ -$ -$ -$ -$ -$ NEXTIER BANK249,000.00 2/22/2022 53 249,000.00$ -$ -$ -$ -$ -$ FIRST COMMERCIAL BANK MS 249,000.00 2/22/2022 53 249,000.00$ -$ -$ -$ -$ -$ CITIZENS N/B BLUFFTON 248,000.00 2/22/2022 53 248,000.00$ -$ -$ -$ -$ -$ SB ONE BANK248,000.00 2/28/2022 59 248,000.00$ -$ -$ -$ -$ -$ FARMERS BANK & TRUST 249,000.00 2/28/2022 59 249,000.00$ -$ -$ -$ -$ -$ INDEPENDENT BANK MEMPHIS 249,000.00 3/7/2022 66 249,000.00$ -$ -$ -$ -$ -$ FIRST STATE BANK BOISE 249,000.00 3/11/2022 70 249,000.00$ -$ -$ -$ -$ -$ SALLIE MAE BANK 246,000.00 3/21/2022 80 246,000.00$ -$ -$ -$ -$ -$ CAROLINA TRUST BANK 249,000.00 3/21/2022 80 249,000.00$ -$ -$ -$ -$ -$ STATE BANK OF TEXAS 249,000.00 3/21/2022 80 249,000.00$ -$ -$ -$ -$ -$ UNITED BANKERS BANK 249,000.00 4/25/2022 115 249,000.00$ -$ -$ -$ -$ -$ LIVE OAK BANK249,000.00 5/9/2022 129 249,000.00$ -$ -$ -$ -$ -$ MERRICK BANK249,000.00 6/10/2022 161 249,000.00$ -$ -$ -$ -$ -$ FLAGSTAR BANK 246,000.00 6/13/2022 164 246,000.00$ -$ -$ -$ -$ -$ HANMI BANK249,000.00 7/19/2022 200 -$ 249,000.00$ -$ -$ -$ -$ TIAA FSB246,000.00 8/4/2022 216 -$ 246,000.00$ -$ -$ -$ -$ CIT BANK247,000.00 8/23/2022 235 -$ 247,000.00$ -$ -$ -$ -$ 1ST SECURITY BANK 249,000.00 8/30/2022 242 -$ 249,000.00$ -$ -$ -$ -$ FIRST SOURCE BANK 247,000.00 9/12/2022 255 -$ 247,000.00$ -$ -$ -$ -$ CONGRESSIONAL BANK 247,000.00 9/26/2022 269 -$ 247,000.00$ -$ -$ -$ -$ PLAINSCAPITAL BANK 247,000.00 10/11/2022 284 -$ 247,000.00$ -$ -$ -$ -$ ENERBANK USA249,000.00 10/31/2022 304 -$ 249,000.00$ -$ -$ -$ -$ DISCOVER BANK 245,000.00 11/1/2022 305 -$ 245,000.00$ -$ -$ -$ -$ FIRST BANK FINANCIAL 249,000.00 11/7/2022 311 -$ 249,000.00$ -$ -$ -$ -$ MORGAN STANLEY 245,000.00 11/8/2022 312 -$ 245,000.00$ -$ -$ -$ -$ FSB OF DEQUEEN 249,000.00 11/30/2022 334 -$ 249,000.00$ -$ -$ -$ -$ LUANA SAVINGS BANK 247,000.00 12/21/2022 355 -$ 247,000.00$ -$ -$ -$ -$ VERUS BANK249,000.00 12/28/2022 362 -$ 249,000.00$ -$ -$ -$ -$ WELLS FARGO NATL BANK 249,000.00 12/30/2022 364 -$ 249,000.00$ -$ -$ -$ -$ MARTHAS VINEYARD SB 249,000.00 1/23/2023 388 -$ -$ 249,000.00$ -$ -$ -$ UNITY BANK NJ249,000.00 1/23/2023 388 -$ -$ 249,000.00$ -$ -$ -$ VIRGINIA PARTNERS BANK 249,000.00 1/27/2023 392 -$ -$ 249,000.00$ -$ -$ -$ PROMISEONE BANK 249,000.00 2/14/2023 410 -$ -$ 249,000.00$ -$ -$ -$ SERVISFIRST BANK 249,000.00 2/21/2023 417 -$ -$ 249,000.00$ -$ -$ -$ BANK OF PERRY COUNTY 249,000.00 2/21/2023 417 -$ -$ 249,000.00$ -$ -$ -$ PEOPLEFIRST BANK 249,000.00 3/6/2023 430 -$ -$ 249,000.00$ -$ -$ -$ PADUCAH BANK AND TRUST 249,000.00 3/13/2023 437 -$ -$ 249,000.00$ -$ -$ -$ FIRST CAROLINA BANK 249,000.00 3/24/2023 448 -$ -$ 249,000.00$ -$ -$ -$ STATE BANK OF REESEVILLE 249,000.00 4/12/2023 467 -$ -$ 249,000.00$ -$ -$ -$ MIDWEST COMMUNITY BANK 249,000.00 4/14/2023 469 -$ -$ 249,000.00$ -$ -$ -$ CADENCE BANK248,000.00 4/17/2023 472 -$ -$ 248,000.00$ -$ -$ -$ EAGLEBANK249,000.00 4/28/2023 483 -$ -$ 249,000.00$ -$ -$ -$ STEARNS BANK247,000.00 5/10/2023 495 -$ -$ 247,000.00$ -$ -$ -$ FARMERS & MERCH SVGS BK 249,000.00 8/15/2023 592 -$ -$ 249,000.00$ -$ -$ -$ Page 12 of 192022/03/01 City Council Post Agenda Page 123 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsNEBRASKALAND NATIONAL BK 248,000.00 8/22/2023 599 -$ -$ 248,000.00$ -$ -$ -$ FIRSTIER BANK249,000.00 8/23/2023 600 -$ -$ 249,000.00$ -$ -$ -$ AMERICAN COMMERCE BANK 249,000.00 8/23/2023 600 -$ -$ 249,000.00$ -$ -$ -$ CELTIC BANK249,000.00 8/30/2023 607 -$ -$ 249,000.00$ -$ -$ -$ FIRST ST BANK BUXTON 249,000.00 9/5/2023 613 -$ -$ 249,000.00$ -$ -$ -$ NATIONAL BANK OF NY CITY 249,000.00 9/8/2023 616 -$ -$ 249,000.00$ -$ -$ -$ ABACUS FEDERAL SVGS BANK 249,000.00 9/12/2023 620 -$ -$ 249,000.00$ -$ -$ -$ FIRST SERVICE BANK 249,000.00 9/29/2023 637 -$ -$ 249,000.00$ -$ -$ -$ COMENITY CAPITAL 249,000.00 10/30/2023 668 -$ -$ 249,000.00$ -$ -$ -$ GOLDMAN SACHS 245,000.00 10/31/2023 669 -$ -$ 245,000.00$ -$ -$ -$ UBS BANK USA249,000.00 11/7/2023 676 -$ -$ 249,000.00$ -$ -$ -$ BARCLAYS BANK 245,000.00 11/7/2023 676 -$ -$ 245,000.00$ -$ -$ -$ MORGAN STANLEY 245,000.00 11/8/2023 677 -$ -$ 245,000.00$ -$ -$ -$ CITIBANK NA245,000.00 11/9/2023 678 -$ -$ 245,000.00$ -$ -$ -$ WELLS FARGO BANK NA 249,000.00 11/9/2023 678 -$ -$ 249,000.00$ -$ -$ -$ COMMERCIAL BANK 249,000.00 11/15/2023 684 -$ -$ 249,000.00$ -$ -$ -$ BANK NEW ENGLAND 249,000.00 11/20/2023 689 -$ -$ 249,000.00$ -$ -$ -$ BANK OF BARODA 245,000.00 11/30/2023 699 -$ -$ 245,000.00$ -$ -$ -$ MARLIN BUSINESS BANK 249,000.00 12/4/2023 703 -$ -$ 249,000.00$ -$ -$ -$ BAR HARBOR BANK & TRUST 249,000.00 12/29/2023 728 -$ -$ 249,000.00$ -$ -$ -$ NAHEOLA CREDIT UNION 248,000.00 1/10/2024 740 -$ -$ -$ 248,000.00$ -$ -$ MEDALLION BK UT 249,000.00 2/12/2024 773 -$ -$ -$ 249,000.00$ -$ -$ ROLLSTONE BANK & TRUST 247,000.00 2/12/2024 773 -$ -$ -$ 247,000.00$ -$ -$ PCSB BANK249,000.00 2/21/2024 782 -$ -$ -$ 249,000.00$ -$ -$ BANK HAPOALIM246,000.00 3/25/2024 815 -$ -$ -$ 246,000.00$ -$ -$ AXOS BANK249,000.00 3/26/2024 816 -$ -$ -$ 249,000.00$ -$ -$ NICOLET NATIONAL BANK 249,000.00 3/28/2024 818 -$ -$ -$ 249,000.00$ -$ -$ LAKESIDE BANK249,000.00 4/12/2024 833 -$ -$ -$ 249,000.00$ -$ -$ JEFFERSON BANK 249,000.00 4/15/2024 836 -$ -$ -$ 249,000.00$ -$ -$ PACIFIC WESTERN BANK 248,000.00 4/16/2024 837 -$ -$ -$ 248,000.00$ -$ -$ THOMASTON SAVINGS BANK 248,000.00 4/23/2024 844 -$ -$ -$ 248,000.00$ -$ -$ NORTHWEST BANK 249,000.00 4/30/2024 851 -$ -$ -$ 249,000.00$ -$ -$ FIRST FREEDOM BANK 249,000.00 4/30/2024 851 -$ -$ -$ 249,000.00$ -$ -$ UNITED REPUBLIC BANK 249,000.00 5/13/2024 864 -$ -$ -$ 249,000.00$ -$ -$ CAPITAL ONE NA 246,000.00 6/19/2024 901 -$ -$ -$ 246,000.00$ -$ -$ CAPITAL ONE BANK 246,000.00 6/19/2024 901 -$ -$ -$ 246,000.00$ -$ -$ LCA BANK CORP247,000.00 6/28/2024 910 -$ -$ -$ 247,000.00$ -$ -$ REVERE BANK247,000.00 6/28/2024 910 -$ -$ -$ 247,000.00$ -$ -$ CENTURY NEXT BANK 249,000.00 7/17/2024 929 -$ -$ -$ 249,000.00$ -$ -$ CF BANK247,000.00 8/19/2024 962 -$ -$ -$ 247,000.00$ -$ -$ FIRST RESOURCE BANK 249,000.00 8/21/2024 964 -$ -$ -$ 249,000.00$ -$ -$ CALDWELL BANK & TRUST 247,000.00 8/23/2024 966 -$ -$ -$ 247,000.00$ -$ -$ WASHINGTON FEDERAL 249,000.00 8/23/2024 966 -$ -$ -$ 249,000.00$ -$ -$ GENOA BANKING COMPANY 249,000.00 8/28/2024 971 -$ -$ -$ 249,000.00$ -$ -$ MERCHANTS STATE BANK 247,000.00 8/30/2024 973 -$ -$ -$ 247,000.00$ -$ -$ PREFERRED BANK 249,000.00 8/30/2024 973 -$ -$ -$ 249,000.00$ -$ -$ PEOPLES BANK ROCK VALLEY 249,000.00 9/10/2024 984 -$ -$ -$ 249,000.00$ -$ -$ ALMA BANK249,000.00 9/11/2024 985 -$ -$ -$ 249,000.00$ -$ -$ BANK OF OLD MONROE 249,000.00 9/18/2024 992 -$ -$ -$ 249,000.00$ -$ -$ SPRING BANK249,000.00 9/19/2024 993 -$ -$ -$ 249,000.00$ -$ -$ ENTERPRISE BANK 247,000.00 9/27/2024 1001 -$ -$ -$ 247,000.00$ -$ -$ BANKWEST INC249,000.00 9/27/2024 1001 -$ -$ -$ 249,000.00$ -$ -$ UINTA BANK247,000.00 10/16/2024 1020 -$ -$ -$ 247,000.00$ -$ -$ MUTUALBANK249,000.00 10/22/2024 1026 -$ -$ -$ 249,000.00$ -$ -$ FIRST BANK OF NEBRASKA 249,000.00 10/30/2024 1034 -$ -$ -$ 249,000.00$ -$ -$ ENTERPRISE BANK & TRUST 249,000.00 11/8/2024 1043 -$ -$ -$ 249,000.00$ -$ -$ Page 13 of 192022/03/01 City Council Post Agenda Page 124 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsTRIAD BANK249,000.00 11/8/2024 1043 -$ -$ -$ 249,000.00$ -$ -$ MAINE SAVINGS FCU 245,000.00 11/8/2024 1043 -$ -$ -$ 245,000.00$ -$ -$ COMMERCIAL BANK 249,000.00 11/13/2024 1048 -$ -$ -$ 249,000.00$ -$ -$ COMMUNITY STATE BANK IL 249,000.00 12/2/2024 1067 -$ -$ -$ 249,000.00$ -$ -$ COMMUNITY BANK TEXAS 249,000.00 12/4/2024 1069 -$ -$ -$ 249,000.00$ -$ -$ BANK FORWARD 249,000.00 12/18/2024 1083 -$ -$ -$ 249,000.00$ -$ -$ FREEDOM FINANCIAL BANK 249,000.00 2/14/2025 1141 -$ -$ -$ -$ 249,000.00$ -$ FIRST NATL BANK MICHIGAN 249,000.00 2/14/2025 1141 -$ -$ -$ -$ 249,000.00$ -$ AMERICAN STATE BANK IA 249,000.00 2/21/2025 1148 -$ -$ -$ -$ 249,000.00$ -$ BELL BANK CORP 249,000.00 2/27/2025 1154 -$ -$ -$ -$ 249,000.00$ -$ AMERICAN EAGLE BANK IL 249,000.00 2/28/2025 1155 -$ -$ -$ -$ 249,000.00$ -$ HORIZON BANK WAVERLY NE 249,000.00 2/28/2025 1155 -$ -$ -$ -$ 249,000.00$ -$ FNB OF ALBANY249,000.00 2/28/2025 1155 -$ -$ -$ -$ 249,000.00$ -$ IOWA STATE BANK 248,000.00 3/5/2025 1160 -$ -$ -$ -$ 248,000.00$ -$ ACCESS BANK OMAHA NE 249,000.00 3/13/2025 1168 -$ -$ -$ -$ 249,000.00$ -$ MCHENRY SAVINGS BANK 249,000.00 3/13/2025 1168 -$ -$ -$ -$ 249,000.00$ -$ FNB BANK INC/ROMNEY 249,000.00 3/18/2025 1173 -$ -$ -$ -$ 249,000.00$ -$ HARDIN COUNTY BANK 249,000.00 3/27/2025 1182 -$ -$ -$ -$ 249,000.00$ -$ BANK OF ROMNEY 249,000.00 3/27/2025 1182 -$ -$ -$ -$ 249,000.00$ -$ SAN FRANCISCO CREDIT UNION 249,000.00 3/27/2025 1182 -$ -$ -$ -$ 249,000.00$ -$ CENTRAL BANK249,000.00 3/27/2025 1182 -$ -$ -$ -$ 249,000.00$ -$ KNOXVILLE TVA EMPL CR UNION 249,000.00 3/31/2025 1186 -$ -$ -$ -$ 249,000.00$ -$ CENTERSTATE BANK 248,000.00 3/31/2025 1186 -$ -$ -$ -$ 248,000.00$ -$ GOLD COAST BANK 249,000.00 4/15/2025 1201 -$ -$ -$ -$ 249,000.00$ -$ SYNCHRONY BANK 248,000.00 4/17/2025 1203 -$ -$ -$ -$ 248,000.00$ -$ STATE BANK OF INDIA 248,000.00 4/29/2025 1215 -$ -$ -$ -$ 248,000.00$ -$ BELMONT BANK & TRUST 249,000.00 4/30/2025 1216 -$ -$ -$ -$ 249,000.00$ -$ M1 BANK248,000.00 5/8/2025 1224 -$ -$ -$ -$ 248,000.00$ -$ CERTIFICATE OF DEPOSIT5,212,000.00$ 3,714,000.00$ 8,691,000.00$ 10,426,000.00$ 5,473,000.00$ -$ COMMERCIAL PAPER-$ -$ -$ -$ -$ -$ JOHNSON & JOHNSON 4,000,000.00 3/3/2022 62 4,000,000.00$ -$ -$ -$ -$ -$ AMERICAN EXPRESS CREDIT 3,000,000.00 3/3/2022 62 3,000,000.00$ -$ -$ -$ -$ -$ US BANCORP3,000,000.00 3/15/2022 74 3,000,000.00$ -$ -$ -$ -$ -$ MUFG UNION BANK 1,245,000.00 4/1/2022 91 1,245,000.00$ -$ -$ -$ -$ -$ GLAXOSMITHKLINE 3,000,000.00 5/8/2022 128 3,000,000.00$ -$ -$ -$ -$ -$ QUALCOMM INC 2,595,000.00 5/20/2022 140 2,595,000.00$ -$ -$ -$ -$ -$ AMERICAN HONDA FINANCE 2,500,000.00 6/27/2022 178 2,500,000.00$ -$ -$ -$ -$ -$ UNITED HEALTH 3,000,000.00 7/15/2022 196 -$ 3,000,000.00$ -$ -$ -$ -$ PNC BANK4,000,000.00 7/28/2022 209 -$ 4,000,000.00$ -$ -$ -$ -$ PACCAR FINANCIAL 2,500,000.00 8/10/2022 222 -$ 2,500,000.00$ -$ -$ -$ -$ PROCTOR & GAMBLE 3,000,000.00 8/11/2022 223 -$ 3,000,000.00$ -$ -$ -$ -$ ESTEE LAUDER CO 250,000.00 8/15/2022 227 -$ 250,000.00$ -$ -$ -$ -$ CHARLES SCHWAB CORP 2,376,000.00 9/1/2022 244 -$ 2,376,000.00$ -$ -$ -$ -$ TOYOTA MOTOR CREDIT 1,500,000.00 9/8/2022 251 -$ 1,500,000.00$ -$ -$ -$ -$ WALT DISNEY COMPANY 1,095,000.00 9/15/2022 258 -$ 1,095,000.00$ -$ -$ -$ -$ JP MORGAN CHASE 2,530,000.00 9/23/2022 266 -$ 2,530,000.00$ -$ -$ -$ -$ PACCAR FINANCIAL 1,000,000.00 9/26/2022 269 -$ 1,000,000.00$ -$ -$ -$ -$ UNITED PARCEL SERVICE 3,750,000.00 10/1/2022 274 -$ 3,750,000.00$ -$ -$ -$ -$ UNITED HEALTH 2,504,000.00 10/15/2022 288 -$ 2,504,000.00$ -$ -$ -$ -$ CHUBB INA HOLDINGS INC 2,500,000.00 11/3/2022 307 -$ 2,500,000.00$ -$ -$ -$ -$ AMERICAN HONDA FINANCE 474,000.00 11/16/2022 320 -$ 474,000.00$ -$ -$ -$ -$ WALT DISNEY COMPANY 1,500,000.00 12/1/2022 335 -$ 1,500,000.00$ -$ -$ -$ -$ COOPERATIVE RABOBANK NY 2,500,000.00 1/10/2023 375 -$ -$ 2,500,000.00$ -$ -$ -$ NIKE INC1,200,000.00 5/1/2023 486 -$ -$ 1,200,000.00$ -$ -$ -$ BP CAPITAL MARKETS 3,490,000.00 5/10/2023 495 -$ -$ 3,490,000.00$ -$ -$ -$ LOEWS CORP1,500,000.00 5/15/2023 500 -$ -$ 1,500,000.00$ -$ -$ -$ Page 14 of 192022/03/01 City Council Post Agenda Page 125 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsSIMON PROPERTY GROUP LP 2,000,000.00 6/1/2023 517 -$ -$ 2,000,000.00$ -$ -$ -$ JOHN DEERE2,000,000.00 6/7/2023 523 -$ -$ 2,000,000.00$ -$ -$ -$ BANK OF AMERICA CORP 1,255,000.00 7/24/2023 570 -$ -$ 1,255,000.00$ -$ -$ -$ PNC BANK2,525,000.00 7/25/2023 571 -$ -$ 2,525,000.00$ -$ -$ -$ BNY MELLON 3,000,000.00 8/16/2023 593 -$ -$ 3,000,000.00$ -$ -$ -$ TOYOTA MOTOR CREDIT 2,500,000.00 8/25/2023 602 -$ -$ 2,500,000.00$ -$ -$ -$ GILEAD SCIENCES 3,092,000.00 9/1/2023 609 -$ -$ 3,092,000.00$ -$ -$ -$ AMERICAN HONDA FINANCE 3,000,000.00 9/8/2023 616 -$ -$ 3,000,000.00$ -$ -$ -$ METLIFE INC3,549,000.00 9/15/2023 623 -$ -$ 3,549,000.00$ -$ -$ -$ CUMMINS INC3,500,000.00 10/1/2023 639 -$ -$ 3,500,000.00$ -$ -$ -$ CATERPILLAR 3,700,000.00 12/7/2023 706 -$ -$ 3,700,000.00$ -$ -$ -$ GEORGIA-PACIFIC 320,000.00 1/15/2024 745 -$ -$ -$ 320,000.00$ -$ -$ JOHN DEERE3,000,000.00 3/7/2024 797 -$ -$ -$ 3,000,000.00$ -$ -$ UNILEVER CAPITAL 1,500,000.00 5/5/2024 856 -$ -$ -$ 1,500,000.00$ -$ -$ UNILEVER CAPITAL 2,000,000.00 5/5/2024 856 -$ -$ -$ 2,000,000.00$ -$ -$ APPLE INC250,000.00 5/6/2024 857 -$ -$ -$ 250,000.00$ -$ -$ APPLE INC650,000.00 5/11/2024 862 -$ -$ -$ 650,000.00$ -$ -$ TEXAS INSTRUMENTS 1,000,000.00 5/15/2024 866 -$ -$ -$ 1,000,000.00$ -$ -$ BNY MELLON 600,000.00 5/15/2024 866 -$ -$ -$ 600,000.00$ -$ -$ IBM CORP3,000,000.00 5/15/2024 866 -$ -$ -$ 3,000,000.00$ -$ -$ ASTRAZENECA FINANCE LLC 2,500,000.00 5/28/2024 879 -$ -$ -$ 2,500,000.00$ -$ -$ ONCOR ELECTRIC DELIVERY 475,000.00 6/1/2024 883 -$ -$ -$ 475,000.00$ -$ -$ SALESFORCE.COM 450,000.00 7/15/2024 927 -$ -$ -$ 450,000.00$ -$ -$ UNITED HEALTH 3,000,000.00 8/15/2024 958 -$ -$ -$ 3,000,000.00$ -$ -$ EXXON MOBIL CO 1,000,000.00 8/16/2024 959 -$ -$ -$ 1,000,000.00$ -$ -$ AMAZON.COM INC 226,000.00 8/22/2024 965 -$ -$ -$ 226,000.00$ -$ -$ BURLINGTON NORTH SF 1,000,000.00 9/1/2024 975 -$ -$ -$ 1,000,000.00$ -$ -$ BURLINGTON NORTH SF 3,000,000.00 9/1/2024 975 -$ -$ -$ 3,000,000.00$ -$ -$ COCA-COLA CO 3,200,000.00 9/6/2024 980 -$ -$ -$ 3,200,000.00$ -$ -$ PAYPAL HOLDING 950,000.00 10/1/2024 1005 -$ -$ -$ 950,000.00$ -$ -$ BNY MELLON 1,000,000.00 10/24/2024 1028 -$ -$ -$ 1,000,000.00$ -$ -$ CATERPILLAR 3,000,000.00 11/8/2024 1043 -$ -$ -$ 3,000,000.00$ -$ -$ HERSHEY COMPANY 677,000.00 11/15/2024 1050 -$ -$ -$ 677,000.00$ -$ -$ PACCAR FINANCIAL 1,000,000.00 2/6/2025 1133 -$ -$ -$ -$ 1,000,000.00$ -$ TOYOTA MOTOR CREDIT 1,000,000.00 2/13/2025 1140 -$ -$ -$ -$ 1,000,000.00$ -$ WW GRAINGER INC 580,000.00 2/15/2025 1142 -$ -$ -$ -$ 580,000.00$ -$ JOHN DEERE1,250,000.00 3/13/2025 1168 -$ -$ -$ -$ 1,250,000.00$ -$ APPLE INC1,131,000.00 5/11/2025 1227 -$ -$ -$ -$ 1,131,000.00$ -$ HONEYWELL INTL 3,000,000.00 6/1/2025 1248 -$ -$ -$ -$ 3,000,000.00$ -$ AMAZON.COM INC 1,678,000.00 6/3/2025 1250 -$ -$ -$ -$ 1,678,000.00$ -$ CUMMINS INC743,000.00 9/1/2025 1340 -$ -$ -$ -$ 743,000.00$ -$ CUMMINS INC2,257,000.00 9/1/2025 1340 -$ -$ -$ -$ 2,257,000.00$ -$ TOYOTA MOTOR CREDIT 3,000,000.00 10/16/2025 1385 -$ -$ -$ -$ 3,000,000.00$ -$ INTEL CORP2,374,000.00 5/19/2026 1600 -$ -$ -$ -$ -$ 2,374,000.00$ CORPORATE NOTE19,340,000.00$ 31,979,000.00$ 38,811,000.00$ 32,798,000.00$ 15,639,000.00$ 2,374,000.00$ FFCB2,000,000.00 1/21/2022 21 2,000,000.00$ -$ -$ -$ -$ -$ FAMCA1,000,000.00 6/21/2022 172 1,000,000.00$ -$ -$ -$ -$ -$ FHLB3,000,000.00 9/9/2022 252 -$ 3,000,000.00$ -$ -$ -$ -$ FNMA3,000,000.00 10/5/2022 278 -$ 3,000,000.00$ -$ -$ -$ -$ FFCB2,719,000.00 8/14/2023 591 -$ -$ 2,719,000.00$ -$ -$ -$ FHLB3,500,000.00 3/28/2024 818 -$ -$ -$ 3,500,000.00$ -$ -$ FHLMC1,950,000.00 6/10/2024 892 -$ -$ -$ 1,950,000.00$ -$ -$ FNMA2,140,000.00 6/14/2024 896 -$ -$ -$ 2,140,000.00$ -$ -$ FHLB4,000,000.00 6/28/2024 910 -$ -$ -$ 4,000,000.00$ -$ -$ FFCB3,000,000.00 7/2/2024 914 -$ -$ -$ 3,000,000.00$ -$ -$ FHLB2,090,000.00 7/19/2024 931 -$ -$ -$ 2,090,000.00$ -$ -$ Page 15 of 192022/03/01 City Council Post Agenda Page 126 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsFHLB2,300,000.00 8/23/2024 966 -$ -$ -$ 2,300,000.00$ -$ -$ FHLB4,000,000.00 9/16/2024 990 -$ -$ -$ 4,000,000.00$ -$ -$ FHLB3,000,000.00 9/23/2024 997 -$ -$ -$ 3,000,000.00$ -$ -$ FAMCA4,000,000.00 9/26/2024 1000 -$ -$ -$ 4,000,000.00$ -$ -$ FHLB3,200,000.00 9/30/2024 1004 -$ -$ -$ 3,200,000.00$ -$ -$ FFCB1,000,000.00 10/17/2024 1021 -$ -$ -$ 1,000,000.00$ -$ -$ FFCB3,000,000.00 11/1/2024 1036 -$ -$ -$ 3,000,000.00$ -$ -$ FHLB2,300,000.00 11/18/2024 1053 -$ -$ -$ 2,300,000.00$ -$ -$ FHLB1,000,000.00 11/25/2024 1060 -$ -$ -$ 1,000,000.00$ -$ -$ FHLB3,000,000.00 3/14/2025 1169 -$ -$ -$ -$ 3,000,000.00$ -$ FHLB3,500,000.00 3/28/2025 1183 -$ -$ -$ -$ 3,500,000.00$ -$ FHLB1,730,000.00 4/28/2025 1214 -$ -$ -$ -$ 1,730,000.00$ -$ FHLB3,000,000.00 5/23/2025 1239 -$ -$ -$ -$ 3,000,000.00$ -$ FNMA4,000,000.00 6/17/2025 1264 -$ -$ -$ -$ 4,000,000.00$ -$ FFCB3,000,000.00 6/23/2025 1270 -$ -$ -$ -$ 3,000,000.00$ -$ FHLB3,500,000.00 6/30/2025 1277 -$ -$ -$ -$ 3,500,000.00$ -$ FNMA4,000,000.00 8/25/2025 1333 -$ -$ -$ -$ 4,000,000.00$ -$ FHLB4,000,000.00 9/12/2025 1351 -$ -$ -$ -$ 4,000,000.00$ -$ FHLMC4,000,000.00 9/24/2025 1363 -$ -$ -$ -$ 4,000,000.00$ -$ FNMA3,500,000.00 11/7/2025 1407 -$ -$ -$ -$ 3,500,000.00$ -$ FFCB2,030,000.00 11/17/2025 1417 -$ -$ -$ -$ 2,030,000.00$ -$ FEDERAL AGENCY BOND/NOTE3,000,000.00$ 6,000,000.00$ 2,719,000.00$ 40,480,000.00$ 39,260,000.00$ -$ U.S. TREASURY NOTE-$ -$ -$ -$ -$ -$ UNIV OF CALIFORNIA 200,000.00 5/15/2022 135 200,000.00$ -$ -$ -$ -$ -$ CITY OF OXNARD FIN AUTH 250,000.00 6/1/2022 152 250,000.00$ -$ -$ -$ -$ -$ LAKE TAHOE USD 530,000.00 8/1/2022 213 -$ 530,000.00$ -$ -$ -$ -$ LOS ANGELES CNTY REDEV 1,000,000.00 9/1/2022 244 -$ 1,000,000.00$ -$ -$ -$ -$ HESPERIA CMNTY REDEV 1,500,000.00 9/1/2022 244 -$ 1,500,000.00$ -$ -$ -$ -$ BAY AREA CA TOLL AUTH 2,500,000.00 4/1/2023 456 -$ -$ 2,500,000.00$ -$ -$ -$ UNIV OF CALIFORNIA 2,000,000.00 5/15/2023 500 -$ -$ 2,000,000.00$ -$ -$ -$ CALIFORNIA HEALTH FAC FIN 1,000,000.00 6/1/2023 517 -$ -$ 1,000,000.00$ -$ -$ -$ CITY OF ONTARIO CA 200,000.00 6/1/2023 517 -$ -$ 200,000.00$ -$ -$ -$ STHRN PUB PWR AUTH-B 3,960,000.00 7/1/2023 547 -$ -$ 3,960,000.00$ -$ -$ -$ GARDEN GROVE UNIFIED SD 245,000.00 8/1/2023 578 -$ -$ 245,000.00$ -$ -$ -$ POWAY USD1,000,000.00 8/1/2023 578 -$ -$ 1,000,000.00$ -$ -$ -$ COACHELLA VALLEY USD 555,000.00 8/1/2023 578 -$ -$ 555,000.00$ -$ -$ -$ SAN RAFAEL ELEM SCH DIST 980,000.00 8/1/2023 578 -$ -$ 980,000.00$ -$ -$ -$ WEST CONTRA COSTA USD 500,000.00 8/1/2023 578 -$ -$ 500,000.00$ -$ -$ -$ POMONA PENSN OBLG 500,000.00 8/1/2023 578 -$ -$ 500,000.00$ -$ -$ -$ STATE OF CALIFORNIA 2,500,000.00 10/1/2023 639 -$ -$ 2,500,000.00$ -$ -$ -$ STATE OF CALIFORNIA 4,000,000.00 10/1/2023 639 -$ -$ 4,000,000.00$ -$ -$ -$ CALIFORNIA STATE UNIVERSITY 400,000.00 11/1/2023 670 -$ -$ 400,000.00$ -$ -$ -$ BAKERSFIELD SCHOOL DISTRICT 335,000.00 11/1/2023 670 -$ -$ 335,000.00$ -$ -$ -$ STATE OF CALIFORNIA 3,000,000.00 4/1/2024 822 -$ -$ -$ 3,000,000.00$ -$ -$ CITY OF RIVERSIDE PENSN OBLG 250,000.00 6/1/2024 883 -$ -$ -$ 250,000.00$ -$ -$ CENTRAL USD795,000.00 7/1/2024 913 -$ -$ -$ 795,000.00$ -$ -$ SAN RAFAEL ELEM SCH DIST 1,200,000.00 8/1/2024 944 -$ -$ -$ 1,200,000.00$ -$ -$ SANTA MONICA-MALIBU USD 250,000.00 8/1/2024 944 -$ -$ -$ 250,000.00$ -$ -$ GILROY UNIFIED SD 500,000.00 8/1/2024 944 -$ -$ -$ 500,000.00$ -$ -$ LONG BEACH CCD 1,315,000.00 8/1/2024 944 -$ -$ -$ 1,315,000.00$ -$ -$ COACHELLA VALLEY USD 365,000.00 8/1/2024 944 -$ -$ -$ 365,000.00$ -$ -$ SAN BERNARDINO CCD 700,000.00 8/1/2024 944 -$ -$ -$ 700,000.00$ -$ -$ SAN BERNARDINO CCD 1,000,000.00 8/1/2024 944 -$ -$ -$ 1,000,000.00$ -$ -$ SONOMA CNTY JR COLLEGE DIST 1,000,000.00 8/1/2024 944 -$ -$ -$ 1,000,000.00$ -$ -$ VAL VERDE USD215,000.00 8/1/2024 944 -$ -$ -$ 215,000.00$ -$ -$ OAK GROVE SCHOOL DISTRICT 200,000.00 8/1/2024 944 -$ -$ -$ 200,000.00$ -$ -$ Page 16 of 192022/03/01 City Council Post Agenda Page 127 of 312
City of Chula VistaToday's Date:12/31/2021Portfolio Maturity Distribution0 - 182 Days183 - 365 Days366 - 730 Days731 - 1095 Days1096 - 1460 Days1461 - 1825 DaysDescriptionPARMaturityDays to MaturityUnder 6 Months6 - 12 Months1 - 2 Years2 - 3 Years3 - 4 Years4 - 5 YearsCARSON REDEV AGY TAB 600,000.00 8/1/2024 944 -$ -$ -$ 600,000.00$ -$ -$ SANTA MARIA JT UHSD 400,000.00 8/1/2024 944 -$ -$ -$ 400,000.00$ -$ -$ SANTA ANA CMNTY REDEV 2,000,000.00 9/1/2024 975 -$ -$ -$ 2,000,000.00$ -$ -$ CALIFORNIA STATE UNIVERSITY 450,000.00 11/1/2024 1036 -$ -$ -$ 450,000.00$ -$ -$ NATIONAL CITY PENSN OBLIG 300,000.00 11/1/2024 1036 -$ -$ -$ 300,000.00$ -$ -$ STATE OF CALIFORNIA 750,000.00 3/1/2025 1156 -$ -$ -$ -$ 750,000.00$ -$ SAN FRANCISCO CTY/CNTY PORT 255,000.00 3/1/2025 1156 -$ -$ -$ -$ 255,000.00$ -$ GARDENA PENSN OBLIG 250,000.00 4/1/2025 1187 -$ -$ -$ -$ 250,000.00$ -$ PORT OF OAKLAND 1,030,000.00 5/1/2025 1217 -$ -$ -$ -$ 1,030,000.00$ -$ CA STWD CMNTY DEV TRANS 1,000,000.00 6/1/2025 1248 -$ -$ -$ -$ 1,000,000.00$ -$ CITY OF ONTARIO CA POB 1,000,000.00 6/1/2025 1248 -$ -$ -$ -$ 1,000,000.00$ -$ UNIV OF CALIFORNIA 1,600,000.00 7/1/2025 1278 -$ -$ -$ -$ 1,600,000.00$ -$ SAN JOSE SUCCESSOR AGY 4,675,000.00 8/1/2025 1309 -$ -$ -$ -$ 4,675,000.00$ -$ CITY OF SAN BERNARDINO USD 2,250,000.00 8/1/2025 1309 -$ -$ -$ -$ 2,250,000.00$ -$ COLTON UNIFIED SD 2,475,000.00 8/1/2025 1309 -$ -$ -$ -$ 2,475,000.00$ -$ CARPINTERIA UNIFIED SCH DIST 1,210,000.00 8/1/2025 1309 -$ -$ -$ -$ 1,210,000.00$ -$ POMONA PENSION OBLG 1,675,000.00 8/1/2025 1309 -$ -$ -$ -$ 1,675,000.00$ -$ SAN JOSE GEN OBLIG 1,240,000.00 9/1/2025 1340 -$ -$ -$ -$ 1,240,000.00$ -$ SAN JOSE GEN OBLIG 1,035,000.00 9/1/2025 1340 -$ -$ -$ -$ 1,035,000.00$ -$ CALIFORNIA STATE UNIVERSITY 775,000.00 11/1/2025 1401 -$ -$ -$ -$ 775,000.00$ -$ MUNICIPAL BOND450,000.00$ 3,030,000.00$ 20,675,000.00$ 14,540,000.00$ 21,220,000.00$ -$ IADB5,000,000.00 9/14/2022 257 -$ 5,000,000.00$ -$ -$ -$ -$ IADB3,000,000.00 9/23/2024 997 -$ -$ -$ 3,000,000.00$ -$ -$ IBRD3,500,000.00 7/29/2025 1306 -$ -$ -$ -$ 3,500,000.00$ -$ SUPRANATIONAL-$ 5,000,000.00$ -$ 3,000,000.00$ 3,500,000.00$ -$ CDARS4,185,913.43 8/18/2022 230 -$ 4,185,913.43$ -$ -$ -$ -$ PLACEMENT SERVICE DEPOSITS-$ 4,185,913.43$ -$ -$ -$ -$ Total28,002,000.00$ 53,908,913.43$ 70,896,000.00$ 105,904,000.00$ 85,092,000.00$ 2,374,000.00$ Note: Excludes Pooled Investments and Bank of New York Mellon Money Market FundGrand Total 346,176,913.43$ Page 17 of 192022/03/01 City Council Post Agenda Page 128 of 312
City of Chula Vista
Corporate Bonds - Sector Distribution
SecurityTypeDesc Maturity CUSIP YTM
BNY Market
Value GICS Sector
JOHNSON & JOHNSON 3/3/2022 478160CD4 2.79 4,006,800.00 Consumer Staples
AMERICAN EXPRESS CREDIT 3/3/2022 0258M0EG0 3.20 3,005,070.00 Financials
US BANCORP 3/15/2022 91159HHC7 3.17 3,009,330.00 Financials
MUFG UNION BANK 4/1/2022 90520EAH4 2.34 1,250,390.85 Financials
GLAXOSMITHKLINE 5/8/2022 377373AD7 2.81 3,025,530.00 Health Care
QUALCOMM INC 5/20/2022 747525AE3 3.14 2,621,053.80 Information Technology
AMERICAN HONDA FINANCE 6/27/2022 02665WCY5 1.83 2,521,850.00 Consumer Discretionary
UNITED HEALTH 7/15/2022 91324PCN0 3.24 3,048,240.00 Health Care
PNC BANK 7/28/2022 69353RFE3 3.53 4,038,680.00 Financials
PACCAR FINANCIAL 8/10/2022 69371RN77 2.05 2,528,450.00 Financials
PROCTOR & GAMBLE 8/11/2022 742718EU9 3.24 3,033,300.00 Consumer Staples
ESTEE LAUDER CO 8/15/2022 29736RAE0 1.72 252,867.50 Consumer Staples
CHARLES SCHWAB CORP 9/1/2022 808513AG0 1.80 2,417,081.04 Financials
TOYOTA MOTOR CREDIT 9/8/2022 89236TEC5 1.83 1,516,800.00 Consumer Discretionary
WALT DISNEY COMPANY 9/15/2022 254687CM6 1.64 1,114,107.75 Communication Services
JP MORGAN CHASE 9/23/2022 46625HJE1 1.77 2,580,751.80 Financials
PACCAR FINANCIAL 9/26/2022 69371RQ33 1.15 1,012,210.00 Financials
UNITED PARCEL SERVICE 10/1/2022 911312AQ9 3.37 3,804,075.00 Industrials
UNITED HEALTH 10/15/2022 91324PDD1 2.21 2,539,531.76 Health Care
CHUBB INA HOLDINGS INC 11/3/2022 00440EAU1 1.78 2,538,525.00 Financials
AMERICAN HONDA FINANCE 11/16/2022 02665WCA7 2.25 482,190.72 Consumer Discretionary
WALT DISNEY COMPANY 12/1/2022 25468PCW4 1.93 1,519,560.00 Communication Services
COOPERATIVE RABOBANK NY 1/10/2023 21688AAL6 2.91 2,552,725.00 Financials
NIKE INC 5/1/2023 654106AC7 2.09 1,222,068.00 Consumer Discretionary
BP CAPITAL MARKETS 5/10/2023 10373QAL4 2.59 3,574,667.40 Energy
LOEWS CORP 5/15/2023 540424AQ1 1.74 1,531,005.00 Financials
SIMON PROPERTY GROUP LP 6/1/2023 828807DD6 1.92 2,044,580.00 Real Estate
JOHN DEERE 6/7/2023 24422EUH0 1.72 2,073,120.00 Industrials
BANK OF AMERICA CORP 7/24/2023 06053FAA7 0.74 1,319,343.85 Financials
PNC BANK 7/25/2023 69349LAM0 0.89 2,631,933.75 Financials
BNY MELLON 8/16/2023 06406FAD5 0.84 3,065,250.00 Financials
TOYOTA MOTOR CREDIT 8/25/2023 89236THA6 0.79 2,522,350.00 Consumer Discretionary
GILEAD SCIENCES 9/1/2023 375558BL6 2.54 3,165,775.12 Health Care
AMERICAN HONDA FINANCE 9/8/2023 02665WDM0 0.83 2,991,210.00 Consumer Discretionary
METLIFE INC 9/15/2023 59156RBB3 0.86 3,754,700.04 Financials
CUMMINS INC 10/1/2023 231021AR7 2.22 3,644,305.00 Industrials
CATERPILLAR 12/7/2023 14913Q2S7 2.56 3,895,360.00 Industrials
GEORGIA-PACIFIC 1/15/2024 373298CF3 2.42 363,478.40 Materials
JOHN DEERE 3/7/2024 24422EUX5 1.22 3,102,810.00 Industrials
UNILEVER CAPITAL 5/5/2024 904764AX5 1.75 1,550,610.00 Consumer Staples
UNILEVER CAPITAL 5/5/2024 904764AX5 1.79 2,067,480.00 Consumer Staples
APPLE INC 5/6/2024 037833AS9 1.63 264,452.50 Information Technology
APPLE INC 5/11/2024 037833CU2 1.69 677,111.50 Information Technology
TEXAS INSTRUMENTS 5/15/2024 882508BB9 2.28 1,038,210.00 Information Technology
BNY MELLON 5/15/2024 06406HCV9 1.36 631,320.00 Financials
IBM CORP 5/15/2024 459200JY8 0.60 3,134,400.00 Information Technology
ASTRAZENECA FINANCE LLC 5/28/2024 04636NAC7 1.10 2,480,575.00 Health Care
ONCOR ELECTRIC DELIVERY 6/1/2024 68233JBM5 1.08 492,451.50 Utilities
SALESFORCE.COM 7/15/2024 79466LAG9 0.96 445,900.50 Information Technology
UNITED HEALTH 8/15/2024 91324PDR0 0.58 3,107,070.00 Health Care
EXXON MOBIL CO 8/16/2024 30231GBC5 0.65 1,024,880.00 Information Technology
AMAZON.COM INC 8/22/2024 023135AZ9 1.88 236,603.92 Consumer Discretionary
BURLINGTON NORTH SF 9/1/2024 12189LAT8 1.87 1,054,370.00 Industrials
BURLINGTON NORTH SF 9/1/2024 12189LAT8 0.97 3,163,110.00 Industrials
COCA-COLA CO 9/6/2024 191216CL2 0.95 3,261,376.00 Consumer Staples
PAYPAL HOLDING 10/1/2024 70450YAC7 0.67 983,421.00 Information Technology
BNY MELLON 10/24/2024 06406RAL1 1.15 1,025,930.00 Financials
CATERPILLAR 11/8/2024 14913Q3B3 1.06 3,087,660.00 Industrials
HERSHEY COMPANY 11/15/2024 427866BC1 1.87 695,719.05 Consumer Staples
PACCAR FINANCIAL 2/6/2025 69371RQ66 0.66 1,014,770.00 Financials
TOYOTA MOTOR CREDIT 2/13/2025 89236TGT6 1.03 1,015,370.00 Consumer Discretionary
WW GRAINGER INC 2/15/2025 384802AE4 0.70 591,049.00 Industrials
JOHN DEERE 3/13/2025 24422EUE7 1.08 1,332,925.00 Industrials
APPLE INC 5/11/2025 037833DT4 1.12 1,127,934.99 Information Technology
HONEYWELL INTL 6/1/2025 438516CB0 1.14 3,013,260.00 Industrials
AMAZON.COM INC 6/3/2025 023135BQ8 1.19 1,659,441.32 Consumer Discretionary
CUMMINS INC 9/1/2025 231021AU0 1.28 728,823.56 Industrials
CUMMINS INC 9/1/2025 231021AU0 1.18 2,213,936.44 Industrials
TOYOTA MOTOR CREDIT 10/16/2025 89236THP3 1.42 2,930,400.00 Consumer Discretionary
INTEL CORP 5/19/2026 458140AU4 1.34 2,498,350.12 Information Technology
Total 143,869,988.18
Page 18 of 192022/03/01 City Council Post Agenda Page 129 of 312
Corporate Bonds - GICS Sector Amount Percent
Information Technology 13,815,714.41 9.60%
Financials 39,907,466.33 27.74%
Real Estate 2,044,580.00 1.42%
Consumer Discretionary 17,098,283.96 11.88%
Industrials 31,704,804.00 22.04%
Consumer Staples 14,868,152.55 10.33%
Energy 3,574,667.40 2.48%
Utilities 492,451.50 0.34%
Materials 363,478.40 0.25%
Communication Services 2,633,667.75 1.83%
Health Care 17,366,721.88 12.07%
Total 143,869,988.18 100.00%
9.60%
27.74%
1.42%
11.88%
22.04%
10.33%
2.48%
0.34%
0.25%1.83%
12.07%
Corporate Bonds - Sector Distribution
Information Technology
Financials
Real Estate
Consumer Discretionary
Industrials
Consumer Staples
Energy
Utilities
Materials
Communication Services
Health Care
Page 19 of 192022/03/01 City Council Post Agenda Page 130 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 1 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
1.0 Purpose:
This “Investment Policy and Guidelines” (the “Investment Policy”) Policy is intended to provide
guidelines for the prudent investment of the City of Chula Vista’s (the “City”) cash balances, and outline
policies to assist in maximizing the efficiency of the City’s cash management system, while meeting
the daily cash flow demands of the City.
2.0 Policy:
The investment practices and policies of the City of Chula Vista are based upon state law and prudent
money management.
3.0 Scope:
This Investment Policy applies to all financial assets of the City of Chula Vista, as indicated in 3.1
below. These funds are accounted for in the City’s Comprehensive Annual Financial Report.
3.1 Funds:
The Director of Finance/Treasurer is responsible for investing the unexpended cash in the City Treasury
for all funds, except for the employee’s retirement funds, which are administered separately, and those
funds which are managed separately by trustees appointed under indenture agreements. The Director
of Finance/Treasurer will strive to maintain the level of investment of this cash as close as possible to
100%. These funds are described in the City’s annual financial report and include:
General Fund
Special Revenue Funds
Capital Project Funds
Enterprise Funds
Trust and Agency Funds
Any new fund created by the legislative body, unless specifically exempted
This Investment Policy applies to all transactions involving the financial assets and related activity of
the foregoing funds.
2022/03/01 City Council Post Agenda Page 131 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 2 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
Bond proceeds shall be invested in the investments permitted by the applicable bond documents.
If the bond documents are silent as to the permitted investments, the bond proceeds will be
invested in the securities permitted by this Policy. Notwithstanding the other provisions of this
Policy, the percentage limitations listed elsewhere in this Policy do not apply to bond proceeds.
4.0 Prudence:
The standard of prudence to be used by the Director of Finance/Treasurer shall be the “prudent
investor standard”. This shall be applied in the context of managing an overall portfolio.
The “prudent investor standard” is applied to local agencies, pursuant to California Government
Code Section 53600.3 which provides, in pertinent part:
“ … all governing bodies of local agencies or persons authorized to make investment
decisions on behalf of those local agencies investing public funds pursuant to this chapter
are trustees and therefore fiduciaries subject to the prudent investor standard. When
investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public
funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances
then prevailing, including, but not limited to, the general economic conditions and the
anticipated needs of the agency, that a prudent person acting in a like capacity and
familiarity with those matters would use in the conduct of funds of a like character and
with like aims, to safeguard the principal and maintain the liquidity needs of the
agency…”
4.1 Personal Responsibility:
The Director of Finance/Treasurer, Assistant Director of Finance, Treasury Manager and Finance
Manager as investment officers acting in accordance with written procedures and the Investment Policy
and exercising due diligence, shall be relieved of personal responsibility for an individual security’s
credit risk or market price changes, provided deviations from expectations are reported to the City
Council in a timely fashion and appropriate action is taken to control adverse developments.
5.0 Objective:
Consistent with this aim, investments are made under the terms and conditions of California
2022/03/01 City Council Post Agenda Page 132 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 3 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
Government Code Section 53600, et seq. Criteria for selecting investments and the absolute order of
priority are:
5.1 Safety:
Safety of principal is the foremost objective of the investment program. Investments of the City of
Chula Vista shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall
portfolio. To attain this objective, diversification is required in order that potential losses on individual
securities do not exceed the income generated from the remainder of the portfolio.
5.2 Liquidity:
The City of Chula Vista’s investment portfolio will remain sufficiently liquid to enable the City to meet
all operating requirements which might be reasonably anticipated and to maintain compliance with any
indenture agreement, as applicable. Liquidity is essential to the safety of principal.
5.3 Return on Investments:
The City of Chula Vista’s investment portfolio shall be designed with the objective of attaining a
market-average rate of return throughout budgetary and economic cycles (market interest rates), within
the City’s Investment Policy’s risk parameters and the City’s cash flow needs. See also Section 16.0.
6.0 Delegation of Authority:
The City Council delegates responsibility for the investment program to the Director of
Finance/Treasurer for a period of one year. Subject to review, the City Council may renew the
delegation of authority each year. The Director of Finance/Treasurer shall be responsible for all
transactions undertaken and shall establish a system of controls and written procedures to regulate the
activities of subordinate officials. The responsibility for the day-to-day investment of City funds will
be delegated to the Assistant Director of Finance or their designee. The Director of Finance/Treasurer
may delegate day-to-day investment decision making and execution authority to an investment advisor.
The advisor shall follow the Investment Policy and such other written instructions as are provided.
7.0 Ethics and Conflicts of Interest:
2022/03/01 City Council Post Agenda Page 133 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 4 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
In addition to state and local statutes relating to conflicts of interest, all persons involved in the
investment process shall refrain from personal business activity that could conflict with proper
execution of the investment program, or which could impair their ability to make impartial investment
decisions. Employees and investment officers, including investment advisors, are required to file
annual disclosure statements as required for “public officials who manage public investments” [as
defined and required by the Political Reform Act and related regulations, including Government Code
Sections 81000, et seq., and the rules, regulations and guidelines promulgated by California’s Fair
Political Practices Commission (FPPC)].
8.0 Authorized Financial Dealers and Institutions:
For any transactions executed by the City, the City’s Director of Finance/Treasurer will maintain a list
of the financial institutions and brokers/dealers authorized to provide investment and depository
services and will perform an annual review of their financial condition. The City will utilize Moody’s
Securities or other such services to determine financially sound institutions with which to do business.
The City shall annually send a copy of the current Investment Policy to all financial institutions and
brokers/dealers approved to do business with the City.
As far as possible, all money belonging to, or in the custody of, a local agency, including money paid
to the City’s Director of Finance/Treasurer or other official to pay the principal, interest, or penalties of
bonds, shall be deposited for safekeeping in state or national banks, savings associations, federal
associations, credit unions, or federally insured industrial loan companies in this state selected by the
City’s Director of Finance/Treasurer; or may be invested in the investments set forth in Section 9.0. To
be eligible to receive local agency money, a bank, savings association, federal association, or federally
insured industrial loan company shall have received an overall rating of not less than “satisfactory” in
its most recent evaluation by the appropriate federal financial supervisory agency of its record of
meeting the credit needs of California’s communities, including low- and moderate-income
neighborhoods.
To provide for the optimum yield in the investment of City funds, the City’s investment procedures
shall encourage competitive bidding on transactions. Any transactions not executed directly with the
issuer shall be made with approved brokers/dealers. In order to be approved by the City, the
broker/dealer must meet the following criteria: (i) the broker/dealer must be a “primary” dealer or
regional broker/dealer that qualifies under Securities and Exchange Commission Rule 15C3-1 (Uniform
Net Capital Rule); (ii) the broker/dealer must be experienced in institutional trading practices and
2022/03/01 City Council Post Agenda Page 134 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 5 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
familiar with the California Government Code as related to investments appropriate for the City; and
(iii) all other applicable criteria, as may be established in the investment procedures. All brokers/dealers
and financial institutions who desire to become qualified bidders for investment transactions must
submit documents relative to eligibility including U4 form for the broker, proof of Financial Industry
Regulatory Authority (FINRA) certification and a certification of having read and understood the City’s
Investment Policy and agreeing to comply with the Investment Policy. The City’s Director of
Finance/Treasurer shall determine if they are adequately capitalized (i.e. minimum capital requirements
of $10,000,000 and five years of operation).
If the City has an investment advisor, the investment advisor may use its own list of authorized issuers
and broker/dealers to conduct transactions on behalf of the City.
9.0 Authorized and Suitable Investments:
The City is authorized by California Government Code Section 53600, et. seq., to invest in specific types
of securities. Where this section specifies a percentage limitation for a particular security type, that
percentage is applicable only on the date of purchase. Credit criteria listed in this section refers to the
credit rating at the time the security is purchased. If an investment’s credit rating falls below the minimum
rating required at the time of purchase, the Director of Finance/Treasurer will perform a timely review
and decide whether to sell or hold the investment.
Investments not specifically listed below are deemed inappropriate and prohibited:
A. BANKERS’ ACCEPTANCES. A maximum of 40% of the portfolio may be invested in bankers’
acceptances. The maximum maturity is 180 days. No more than 30% of the agency’s moneys may
be invested in the bankers’ acceptances of any one commercial bank. See Government Code Section
53601(g).
B. NEGOTIABLE CERTIFICATES OF DEPOSIT. A maximum of 30% of the portfolio may be
invested in negotiable certificates of deposit (NCD’s). The maximum maturity of a NCD issue shall
be 5 years. These are issued by commercial banks and thrift institutions against funds deposited for
specified periods of time and earn specified or variable rates of interest. Negotiable certificates of
deposit (NCD’s) differ from other certificates of deposit by their liquidity. NCD’s are traded
actively in secondary markets. See Government Code Section 53601(i).
2022/03/01 City Council Post Agenda Page 135 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 6 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
C. COMMERCIAL PAPER. Per Government Code Section 53601(h), a maximum of 25% of the
portfolio may be invested in commercial paper. No more than 10% of the outstanding commercial
paper of any single issuer may be purchased. The maximum maturity is 270 days. Commercial
paper of prime quality of the highest ranking or of the highest letter and number rating as provided
for by a NRSRO. The entity that issues the commercial paper shall meet all of the following
conditions in either paragraph (1) or paragraph (2):
1) The entity meets the following criteria:
a. Is organized and operating in the United States as a general corporation.
b. Has total assets in excess of five hundred million dollars ($500,000,000).
c. Has debt other than commercial paper, if any, that is rated in a rating category of “A” or
higher, or the equivalent, by a NRSRO.
2) The entity meets the following criteria:
a. Is organized within the United States as a special purpose corporation, trust, or lim ited
liability company.
b. Has program wide credit enhancements including, but not limited to, over
collateralization, letters of credit, or surety bond.
c. Has commercial paper that is rated in a rating category of “A-1” or higher, or the
equivalent, by a NRSRO.
D. BONDS ISSUED BY THE CITY OR ANY LOCAL AGENCY WITHIN THE STATE OF
CALIFORNIA. There is no limit on the percentage of the portfolio that can be invested in this
category. See Government Code Section 53601(a) and 53601(e).
E. OBLIGATIONS OF THE UNITED STATES TREASURY. United States Treasury Notes, bonds,
bills or certificates of indebtedness, or those for which the faith and credit of the United States are
pledged for the payment of principal and interest. There is no limit on the percentage of the portfolio
that can be invested in this category. See Government Code Section 53601(b).
F. FEDERAL AGENCIES. Federal agency or United States government-sponsored enterprise
obligations, participations, or other instruments, including those issued by or fully guaranteed as to
principal and interest by federal agencies or United States government -sponsored enterprises.
There is no limit on the percentage of the portfolio that can be invested in this category. See
Government Code Section 53601(f).
2022/03/01 City Council Post Agenda Page 136 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 7 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
G. REPURCHASE AGREEMENT, maximum term 1 year. Investments in repurchase agreements
may be made, on any investment authorized in this section, when the term of the agreement does
not exceed 1 year. A Master Repurchase Agreement must be signed with the bank or broker/dealer
who is selling the securities to the City. There is no limit on the percentage of the portfolio that can
be invested in this category. See Government Code Section 53601(j).
H. REVERSE-REPURCHASE AGREEMENTS (Requires Council approval for each transaction). Per
Government Code Section 53601(j), reverse repurchase agreements or securities lending agreements
may be utilized only when all of the following conditions are met:
a) The security to be sold on reverse repurchase agreement or securities lending agreement
has been owned and fully paid for by the local agency for a minimum of 30 days prior
to sale.
b) The total of all reverse repurchase agreements and securities lending agreements on
investments owned by the local agency does not exceed 20% of the base value of the
portfolio.
c) The agreement does not exceed a term of 92 days, unless the agreement includes a
written codicil guaranteeing a minimum earning or spread for the entire period between
the sale of a security using a reverse repurchase agreement or securities lending
agreement and the final maturity date of the same security.
d) Funds obtained or funds within the pool of an equivalent amount to that obtained from
selling a security to a counter party by way of a reverse repurchase agreement or
securities lending agreement, shall not be used to purchase another security with a
maturity longer than 92 days from the initial settlement date of the reverse repurchase
agreement or securities lending agreement, unless the reverse repurchase agreement or
securities lending agreement includes a written codicil guaranteeing a minimum earning
or spread for the entire period between the sale of a security using a reverse repurchase
agreement or securities lending agreement and the final maturity date of the same
security.
e) Investments in reverse repurchase agreements, securities lending agreements, or similar
investments in which the local agency sells securities prior to purchase with a
simultaneous agreement to repurchase the security shall only be made with primary
dealers of the Federal Reserve Bank of New York or with a nationally or state-chartered
bank that has or has had a significant banking relationship with a local agency.
f) For purposes of this policy, “significant banking relationship” means any of the following
activities of a bank:
2022/03/01 City Council Post Agenda Page 137 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 8 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
i. Involvement in the creation, sale, purchase, or retirement of a local agency’s
bonds, warrants, notes, or other evidence of indebtedness.
ii. Financing of a local agency’s activities.
iii. Acceptance of a local agency’s securities or funds as deposits.
I. MEDIUM-TERM CORPORATE NOTES. A maximum of 30% of the portfolio may be invested
in medium-term corporate notes, with a maximum remaining maturity of five years or less. Notes
eligible for investment shall be rated in a rating category of “A,” its equivalent or better by a
NRSRO. See Government Code Section 53601(k). No more than 10% of the City’s total investment
assets may be invested in the commercial paper and the medium-term notes of any single issuer.
J. NON-NEGOTIABLE CERTIFICATES OF DEPOSIT. The maximum maturity is 5 years.
Certificates of deposit are required to be collateralized as specified under Government Code Section
53630 et seq. The City, at its discretion, may waive the collateralization requirements for any
portion that is covered by Federal Deposit Insurance Corporation (FDIC) insurance. There is no
limit on the percentage of the portfolio that can be invested in this category.
K. OBLIGATIONS OF THE STATE OF CALIFORNIA. Including bonds payable solely out of
revenues from a revenue producing property owned, controlled or operated by the state, or by a
department, board, agency or authority of the state. The maximum maturity is 5 years. There is no
limit on the percentage of the portfolio that can be invested in this category. See Government Code
Section 53601(d).
L. OBLIGATIONS OF THE OTHER 49 STATES. Including bonds payable solely out of revenues
from a revenue producing property owned, controlled or operated by any of these states, or by a
department, board, agency or authority of the state. The maximum maturity is 5 years. There is no
limit on the percentage of the portfolio that can be invested in this category. See Government Code
Section 53601(d).
M. MONEY MARKET FUNDS. A maximum of 20% of the portfolio may be invested in money
market funds. No more than 10% of the agency’s funds may be invested in shares of beneficial
interest of any one mutual fund. Local agencies may invest in “shares of beneficial interest” issued
by diversified management companies which invest in the securities and obligations as authorized
by California Government Code Section 53601, subdivisions (a) to (k), inclusive, and subdivisions
(m) to (q), inclusive. They must have the highest rating from two NRSRO’s or have retained an
2022/03/01 City Council Post Agenda Page 138 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 9 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
investment advisor registered or exempt from registration with the Securities and Exchange
Commission with not less than five years of experience managing money market mutual funds and
with assets under management in excess of $500,000,000. The purchase price of the shares may not
include commission. See Government Code Section 53601(l).
N. SAN DIEGO COUNTY TREASURER’S POOLED MONEY FUND. Also known as the San
Diego County Investment Pool, the pool is a local government money fund created to invest the
assets of the County of San Diego and other public agencies located within the County. The three
primary objectives of the County Pool are to safeguard principal; to meet liquidity needs of Pool
participants; and to achieve an investment return on the funds within the guidelines of prudent risk
management. Investment in the County Pool is highly liquid and the City may invest with no
portfolio percentage limit. See Government Code Section 27133.
O. THE LOCAL AGENCY INVESTMENT FUND (LAIF). LAIF is a special fund of the California
State Treasury through which any local government may pool investments. The City may invest up
to $75 million in this fund. Investments in LAIF are highly liquid and may be converted to cash
within 24 hours. See Government Code Section 16429.1.
P. SHARES OF BENEFICIAL INTEREST ISSUED BY A JOINT POWERS AUTHORITY (Local
Government Investment Pools [LGIP]). Per Government Code Section 53601(p), there is no limit
on the percentage of the portfolio that can be invested in this category. LGIP’s organized pursuant
to Government Code Section 6509.7 that invests in the securities and obligations authorized in
subdivisions (a) to (q) of California Government Code Section 53601, inclusive. Each share will
represent an equal proportional interest in the underlying pool of securities owned by the joint
powers authority. To be eligible under this section the joint powers authority issuing the shares will
have retained an investment adviser that meets all of the following criteria:
• The adviser is registered or exempt from registration with the Securities and Exchange
Commission.
• The adviser has not less than five years of experience investing in the securities and
obligations authorized in subdivisions (a) to (q) Government Code Section 53601, inclusive.
• The adviser has assets under management in excess of five hundred million dollars
($500,000,000).
Q. ASSET BACKED SECURITIES (ABS). A maximum of 20% of the portfolio may be invested in
ABS. The maximum maturity is five years. Securities eligible for investment under this subdivision
2022/03/01 City Council Post Agenda Page 139 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 10 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
shall be rated in a rating category of “AA” or its equivalent or better by an NRSRO. ABS constitutes
a mortgage pass-through security, collateralized mortgage obligation, mortgage-backed or other
pay-through bond, equipment lease-backed certificate, consumer receivable pass-through
certificate, or consumer receivable-backed bond. See Government Code Section 53601(o).
R. SUPRANATIONALS. A maximum of 30% of the portfolio may be invested in supranationals. The
maximum maturity is five years. Securities eligible for purchase under this subdivision shall be
United States dollar denominated senior unsecured unsubordinated obligations issued or
unconditionally guaranteed by the International Bank for Reconstruction and Development,
International Finance Corporation, or Inter-American Development Bank that are eligible for
purchase and sale within the United States. Investments under this subdivision shall be rated in a
rating category of “AA,” its equivalent or better by an NRSRO. See Government Code Section
53601(q).
S. PLACEMENT SERVICE DEPOSITS. A maximum of 30% of the portfolio may be invested in
placement service deposits. The maximum maturity is 5 years. Deposits placed through a deposit
placement service shall meet the requirements under Government Code Section 53601.8 and
53635.8. The full amount of the principal and the interest that may be accrued during the maximum
term of each certificate of deposit shall at all times be insured by federal deposit insurance.
T. COLLATERALIZED BANK DEPOSITS. Notes, bonds, or other obligations that are at all times
secured by a valid first priority security interest in securities of the types listed by California
Government Code Section 53651 as eligible securities for the purpose of securing local agency
deposits having a market value at least equal to that required by California Government Code
Section 53652 for the purpose of securing local agency deposits. The securities serving as collateral
shall be placed by delivery or book entry into the custody of a trust company or the trust department
of a bank that is not affiliated with the issuer of the secured obligation. The maximum maturity is
5 years. There is no limit on the percentage of the portfolio that can be invested in this category.
See Government Code Section 53601(n) and 53630 et seq.
9.1 Investment Pools:
The City’s Director of Finance/Treasurer or designee shall be required to investigate all local
government investment pools and money market mutual funds prior to investing and performing at least
a quarterly review thereafter while the City is invested in the pool or the money market fund. LAIF is
2022/03/01 City Council Post Agenda Page 140 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 11 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
authorized under provisions in Section 16429.1 of the California Government Code as an allowable
investment for local agencies even though some of the individual investments of the pool are not
allowed as a direct investment by a local agency.
10.0 Portfolio Adjustments:
Should any investment listed in section 9.0 exceed a percentage-of-portfolio limitation due to an
incident such as fluctuation in portfolio size, the affected securities may be held to maturity to avoid
losses. When no loss is indicated, the Director of Finance/Treasurer shall consider reconstructing the
portfolio basing his or her decision on the expected length of time the portfolio will be unbalanced. If
this occurs, the City Council shall be notified.
11.0 Collateralization:
Under provisions of the California Government Code, California banks, and savings and loan
associations are required to secure the City’s deposits by pledging letters of credit issued by the Federal
Home Loan Bank of San Francisco with a value of 105% of the principal and accrued interest,
government securities with a value of 110% of principal and accrued interest or first trust deed mortgage
notes having a value of 150% of the City’s total deposits. Collateral will be handled as required by the
California Government Code. The Director of Finance/Treasurer, at his or her discretion, may waive
the collateral requirement for deposits that are fully insured up to $250,000 by the Federal Deposit
Insurance Corporation.
The market value of securities that underlay a repurchase agreement shall be valued at 102% or greater
of the funds borrowed against those securities and the value shall be adjusted no less than quarterly.
Since the market value of the underlying securities is subject to daily market fluctuations, the
investments in repurchase agreements shall be in compliance if the value of the underlying securities is
brought back up to 102% no later than the next business day. Collateral will always be held by an
independent third party. A clearly marked evidence of ownership (safekeeping receipt) must be
supplied to the City and retained. The right of collateral substitution is granted.
12.0 Safekeeping and Custody:
All City investments shall identify the City of Chula Vista as the registered owner, and all interest and
principal payments and withdrawals shall indicate the City of Chula Vista as the payee. All securities
2022/03/01 City Council Post Agenda Page 141 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 12 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
shall be safe kept with the City itself or with a qualified financial institution, contracted by the City as
a third party. All agreements and statements will be subject to review annually by external auditors in
conjunction with their audit. In the event that the City has a financial institution hold the securities, a
separate custodial agreement shall be required. All deliverable securities shall be acquired by the
safekeeping institution on a “Delivery-Vs-Payment” (DVP) basis. For Repurchase Agreements, the
purchase may be delivered by book entry, physical delivery or by third -party custodial agreement
consistent with the Government Code. The transfer of securities to the counter party bank’s customer
book entry account may be used for book entry delivery.
13.0 Diversification:
The City’s investment portfolio will be diversified to avoid incurring unreasonable and avoidable risks
associated with concentrating investments in specific security types, maturity segment, or in individual
financial institutions. No more than 5% of the investment portfolio shall be in securities of any one
issuer except for U.S. Treasuries, U.S. Government Agency issues, and investment pools such as LAIF,
the San Diego County Pool, money market funds, and local government investment pools (LGIP’s).
A. Credit risk, defined as the risk of loss due to failure of the insurer of a security, shall be mitigated
by investing in those securities with an “A” or above rating and approved in the Investment Policy
and by diversifying the investment portfolio so that the failure of any one issuer would not unduly
harm the City’s cash flow.
B. Market risk, defined as the risk of market value fluctuations due to overall changes in the general
level of interest rates, shall be mitigated by implementing a long-term investment strategy. It is
explicitly recognized herein, however, that in a diversified portfolio, occasional measured losses are
inevitable and must be considered within the context of overall investment return. The City’s
investment portfolio will remain sufficiently liquid to enable the City to meet all operating
requirements which might be reasonably anticipated.
14.0 Maximum Maturities:
To the extent possible, the City will attempt to match its investments with anticipated cash flow
requirements. The City will not directly invest in securities maturing more than five (5) years from the
date of purchase, unless, the legislative body has granted express authority to make that investment
either specifically, or as a part of an investment program approved by the City Council at least three (3)
2022/03/01 City Council Post Agenda Page 142 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 13 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
months prior to the investment.
15.0 Internal Control:
The Director of Finance/Treasurer shall establish a system of internal controls designed to prevent loss
of public funds due to fraud, employee error, or misrepresentation by third parties. No investment
personnel, including an investment advisor, may engage in an investment transaction except as provided
for under the terms of this Investment Policy and the procedure established by the Director of
Finance/Treasurer.
The external auditors shall annually review the investments with respect to the Investment Policy. This
review will provide internal control by assuring compliance with policies and procedures for the
investments that are selected for testing. Additionally, account reconciliation and verification of general
ledger balances relating to the purchasing or maturing of investments and allocation of investments to
fund balances shall be performed by the Finance Department and approved by the Director of
Finance/Treasurer. To provide further protection of City funds, written procedures prohibit the wiring
of any City funds without the authorization of at least two of the following six designated City staff:
1. Director of Finance/Treasurer
2. Assistant Director of Finance
3. Treasury Manager
4. Finance Manager
5. Revenue Manager
6. Budget and Analysis Manager
16.0 Performance Standards:
The investment portfolio shall be managed to attain a market-average rate of return throughout
budgetary and economic cycles, taking into account the City’s investment risk constraints and cash
flow. Investment return becomes a consideration only after the basic requirements of investment safety
and liquidity have been met. In evaluating the performance of the City’s portfolio in complying with
this policy, the City shall establish an appropriate performance benchmark and compare the return of
its portfolio to the return of the benchmark.
2022/03/01 City Council Post Agenda Page 143 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 14 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
17.0 Reporting:
The Director of Finance/Treasurer shall submit a quarterly investment report to the City Council and
City Manager following the end of each quarter. This report will include the following elements:
Type of investment
Institutional issuer
Purchase date
Date of maturity
Amount of deposit or cost of the investment
Face value of the investment
Current market value of securities and source of valuation
Rate of interest
Interest earnings
Statement relating the report to its compliance with the Statement of Investment Policy or the
manner in which the portfolio is not in compliance
Statement on availability of funds to meet the next six month’s obligations
Monthly and year-to-date budget amounts for interest income
Percentage of portfolio by investment type
Days to maturity for all investments
Comparative report on interest yields
Monthly transactions
Compare portfolio total return to market benchmark total return
In addition, a commentary on capital markets and economic conditions may be included with the report.
18.0 Investment Policy Review and Adoption:
This Investment Policy shall be reviewed at least annually by the Director of Finance/Treasurer to
ensure its consistency with the overall objective of preservation of principal, liquidity, and return, and
its relevance to current law and financial and economic trends. Each fiscal year, the Finance Director
shall provide a copy of the City’s current Investment Policy and Guidelines to the City Council. By
virtue of a resolution of the City Council of the City of Chula Vista, the Council shall acknowledge the
receipt of the Policy for the respective fiscal year.
2022/03/01 City Council Post Agenda Page 144 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 15 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
GLOSSARY
AGENCIES: Federal agency securities.
ASKED: The price at which securities are offered. (The price at which a firm will sell a security to an
investor.)
BANKERS’ ACCEPTANCE (BA): A draft or bill or exchange accepted by a bank or trust company.
The accepting institution guarantees payment of the bill, as well as the issuer. The drafts are drawn on
a bank by an exporter or importer to obtain funds to pay for specific merchandise. An acceptance is a
high-grade negotiable instrument.
BASIS POINT: One one-hundredth of a percent (i.e., 0.01 %).
BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.)
BROKER: A broker brings buyers and sellers together for a commission. He does not take a position.
CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a
certificate. Large-denomination CD’s are typically negotiable.
COLLATERAL: Securities, evidence of deposit or other property, which a borrower pledges to secure
repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.
COMMERCIAL PAPER: Short term unsecured promissory note issued by a corporation to raise
working capital. These negotiable instruments are purchased at a discount to par value or at par value
with interest bearing. Commercial paper is issued by corporations such as General Motors Acceptance
Corporation, IBM, Bank of America, etc.
DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling
for his own account.
DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus
payment and delivery versus receipt. Delivery versus payment is delivery of securities with an
exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange
2022/03/01 City Council Post Agenda Page 145 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 16 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
of a signed receipt for the securities.
DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent
returns.
FEDERAL AGENCIES: Agencies of the Federal government set up to supply credit to various classes
of institutions (e.g., S&L’s, small business firms, students, farmers, farm cooperatives, and exporters).
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A Federal agency that insures
bank deposits, currently up to $250,000 per deposit.
FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and
consisting of a seven-member Board of Governors in Washington, D.C.; 12 regional banks and about
5,700 commercial banks are members of the system.
LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a
substantial loss of value. In the money market, a security is said to be liquid if the spread between bid
and asked prices is narrow and reasonable size can be done at those quotes.
LOCAL AGENCY INVESTMENT FUND (LAIF): The aggregate of all funds from political
subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment.
LOCAL GOVERNMENT INVESTMENT POOL (LGIP): An investment pool offered by a state
or local agency to public entities for the investment of public funds.
MARKET VALUE: The price at which a security is trading and could presumable be purchased or
sold.
MATURITY: The date upon which the principal or stated value of an investment becomes due and
payable.
NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATIONS (NRSROs):
Credit rating agencies that issue credit ratings that the Securities and Exchange Commission (SEC)
permits other financial firms to use for certain regulatory purposes.
2022/03/01 City Council Post Agenda Page 146 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 17 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
NEGOTIABLE CERTIFICATES OF DEPOSIT: Unsecured obligations of the financial institution,
bank or savings and loan, bought at par value with the promise to pay face value plus accrued interest
at maturity. They are high-grade negotiable instruments, paying a higher interest rate than regular
certificates of deposit.
OFFER: The price asked by a seller of securities. (When you are buying securities, you ask for an
offer).
PORTFOLIO: Collection of securities held by an investor.
PRIMARY DEALER: A group of government securities dealers who submit daily reports of market
activity and positions and monthly financial statements to the Federal Reserve Bank of New York and
are subject to its informal oversight. Primary dealers include Securities and Exchange Commission
(SEC)-registered securities broker/dealers, banks and a few unregulated firms.
PRUDENT INVESTOR STANDARD: An investment standard. In some states, the law requires that
a fiduciary, such as a trustee, may invest money only in a list of securities selected by the custody state-
the so-called “legal list”. In other states, the trustee may invest in a security if it is one that would be
bought by a prudent person of discretion and intelligence who is seeking a reasonable income and
preservation of capital.
RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current
market price.
SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables
of all types and descriptions are held in the bank’s vaults for protection.
SECONDARY MARKET: A market made for the purchase and sale of outstanding issues following
the initial distribution.
SECURITIES & EXCHANGE COMMISSION (SEC): Agency created by Congress to protect
investors in securities transactions by administering securities legislation.
SEC RULE 15C3-1: See “Uniform Net Capital Rule”.
2022/03/01 City Council Post Agenda Page 147 of 312
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: INVESTMENT POLICY AND
GUIDELINES
POLICY
NUMBER EFFECTIVE
DATE
PAGE
220-01 02/XX/2022 18 OF 18
ADOPTED BY: Resolution No. 17578 DATED: 07/26/94
AMENDED BY: Resolution Nos. 18571 (2/4/97); 19375 (2/16/99); 2000-050 (2/15/00); 2001-026
(2/13/01); 2002-039 (2/12/02); 2005-184 (6/7/05); 2006-176 (6/13/06); 2008-054 (2/12/08); 2010-045
(3/2/10); 2011-020 (2/22/11); 2012-034(3/13/12); 2013-020 (2/26/13); 2014-039 (3/11/14); 2014-191
(10/28/14); 2015-041 (3/03/2015); 2016-046 (03/15/2016); 2017-078 (05/23/2017); 2018-090
(05/22/2018); 2019-086 (05/21/2019); 2020-024 (02/18/2020); 2021-022 (02/16/2021); 2022-XXX
(02/XX/2022)
TREASURY BILLS: A non-interest bearing discount security issued by the U.S. Treasury to finance
the national debt. Most bills are issued to mature in three months, six months, or one year.
TREASURY BOND: Long-term U.S. Treasury securities having initial maturities of more than 10
years.
TREASURY NOTES: Intermediate-term coupon bearing U.S. Treasury having initial maturities of
one year to ten years.
UNIFORM NET CAPITAL RULE: Securities and Exchange Commission requirement that member
firms as well as nonmember broker/dealers in securities maintain a maximum ratio of indebtedness to
liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money
owed to a firm, including margin loans and commitments to purchase securities, one reason new public
issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets
easily converted into cash.
YIELD: The rate of annual income return on an investment, expressed as a percentage. (a) Income
Yield is obtained by dividing the current dollar income by the current market price for the security. (b)
Net Yield or Yield to Maturity is the current income yield minus any premium above par or plus any
discount from par in purchase price, with the adjustment spread over the period from the date of
purchase to the date of maturity of the bond.
2022/03/01 City Council Post Agenda Page 148 of 312
RESOLUTION NO. 2022-__________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACKNOWLEDGING RECEIPT OF COUNCIL
POLICY 220-01, THE CITY OF CHULA VISTA INVESTMENT
POLICY AND GUIDELINES; AMENDING THE EXISTING
POLICY; AND DELEGATING INVESTMENT ACTIVITY
AUTHORITY TO THE DIRECTOR OF FINANCE/TREASURER
WHEREAS, the City of Chula Vista’s “Investment Policy and Guidelines,” adopted on
February 16, 2021 by Resolution No. 2021-022 (the “Policy”), is intended to provide direction for
the prudent investment of temporarily idle cash and to maximize the efficiency of the cash
management process; and
WHEREAS, the stated goal of the Policy is to enhance the economic condition of the City
while ensuring the safety of funds invested; and
WHEREAS, the Policy includes a list of specific investment instruments available pursuant
to California Government Code sections 53600, et seq. and 53635; and
WHEREAS, each investment transaction is made in the context of first ensuring the
"safety" of principal, second, investing only for that timeframe that the cash is not needed for
operational purposes (liquidity), and last seeking the highest return possible (yield) provided that
the first two factors are met; and
WHEREAS, in accordance with Section 18.0 of the Policy, staff has provided the City
Council with a copy of the City’s Investment Policy; and
WHEREAS, staff recommends that the Policy be amended to update Section 9.0,
Authorized and Suitable Investments, as it relates to the investment type Medium-Term Corporate
Notes, to align with recent changes made to the California Government Code; and
WHEREAS, City staff recommends that the Policy be amended to reflect these changes;
and
WHEREAS, pursuant to California Government Code section 53607, the City Council may
delegate the authority to conduct investment activities of the City to the Finance Director/Treasurer
on an annual basis.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that:
It acknowledges receipt of council policy 220-01, the City of Chula Vista Investment
Policy and Guidelines
Amends the existing policy as reflected in Exhibit 1; and
2022/03/01 City Council Post Agenda Page 149 of 312
Resolution No. __________
Page 2
Delegates the authority to conduct and supervise the investment activities of the City to the
Director of Finance/Treasurer.
Presented by: Approved as to form by:
_______________________ ______________________
Sarah Schoen Glen R. Googins
Director of Finance City Attorney
2022/03/01 City Council Post Agenda Page 150 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Position Count and Budget Amendment: Approval of Amended Position Counts in Various Departments
and Budget Amendments
Report Number: 22-0078
Location: No specific geographic location
Department: Human Resources
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Adopt resolutions (A) amending the authorized position count in various departments; and (B) making
various amendments to the Fiscal Year 2021/22 budget and appropriating funds for that purpose. (4/5 Vote
Required)
SUMMARY
In an effort to address the needs of various departments and the City's workforce, the Human Resources
Department, in conjunction with the affected departments, is proposing the addition and deletion of certain
positions.
ENVIRONMENTAL REVIEW
Environmental Notice
The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act
State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
Environmental Determination
2022/03/01 City Council Post Agenda Page 151 of 312
P a g e | 2
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA
Guidelines, the activity is not subject to CEQA. Thus, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
Civil Service Rule 1.02(A), which applies to the City’s classified positions, provides for necessary reviews
and changes so that the City’s classification plan is kept current, and that changes in existing classes, the
establishment of new classes, or the abolition of classes are properly reflected in the classification plan.
In an effort to address the needs of various departments and the City's workforce, the Human Resources
Department, in conjunction with the affected departments, is proposing certain position changes. The
following identifies the affected positions and proposed changes.
Department Position Title FTE
Administration Executive Secretary 1.00
Animal Services Office Specialist 2.00
Community Services
Librarian III – Frozen -1.00
Librarian III 1.00
Development Services
(Development Services Fund)
Senior Project Coordinator -1.00
Senior Planner 1.00
Total City-Wide Position Changes (Net Increase/Decrease) 3.00
Approval of Resolution A will amend the authorized position count in various departments with a net
increase in authorized staffing.
Approval of Resolution B will amend the budget and appropriate funds therefor.
DECISION-MAKER CONFLICT
Staff has determined that the action contemplated by this item is ministerial, secretarial, manual, or clerical
in nature and, as such, does not require the City Council members to make or participate in making a
governmental decision, pursuant to California Code of Regulations Title 2, section 18702.4(a). Consequently,
this item does not present a conflict under the Political Reform Act (Cal. Gov't Code § 87100, et seq.). Staff is
not independently aware and has not been informed by any City Council member, of any other fact that may
constitute a basis for a decision maker conflict of interest in this matter.
2022/03/01 City Council Post Agenda Page 152 of 312
P a g e | 3
CURRENT-YEAR FISCAL IMPACT
The net impact to the General Fund in the current fiscal year is $13,524. Funding for the Executive Secretary,
Librarian III and Senior Planner positions will be offset through salary savings in the Administration, Library
Departments and Development Services Fund. Staff is requesting the proposed budgetary adjustments
reflected in the table below:
ONGOING FISCAL IMPACT
The ongoing costs associated with these proposed changes are estimated at approximately $368,230. The
overall cost will increase along with future cost of living adjustments and benefit changes. The costs will be
incorporated into the baseline salary budgets of the respective departments in future fiscal years.
ATTACHMENTS
None.
Staff Contact: Courtney Chase, Director of Human Resources/Risk Management
2022/03/01 City Council Post Agenda Page 153 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AMENDING THE AUTHORIZED POSITION
COUNT IN VARIOUS DEPARTMENTS WITH A NET
INCREASE IN AUTHORIZED STAFFING
WHEREAS, Civil Service Rule 1.02(A), which applies to the City’s classified positions,
provides for necessary reviews and changes so that the City’s classification plan is kept current,
and that changes in existing classes, the establishment of new classes or the abolition of classes
are properly reflected in the classification plan; and
WHEREAS, in an effort to address the needs of various departments and the City's
workforce, the Human Resources Department, in conjunction with the affected departments, is
proposing the certain position changes; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it approves the following changes to the Fiscal Year 2021-2022 authorized position counts
with a net increase in authorized staffing:
Department Position Title FTE
Administration Executive Secretary 1.00
Animal Services Office Specialist 2.00
Community Services
Librarian III – Frozen -1.00
Librarian III 1.00
Development Services
(Development Services Fund)
Senior Project Coordinator -1.00
Senior Planner 1.00
Total City-Wide Position Changes (Net Increase/Decrease) 3.00
Presented by Approved as to form by
Courtney Chase Glen R. Googins
Director of Human Resources /Risk Management City Attorney
2022/03/01 City Council Post Agenda Page 154 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE
FISCAL YEAR 2021/22 BUDGET AND APPROPRIATING
FUNDS THEREFOR
WHEREAS, the City Charter states that at any meeting after the adoption of the budget,
the City Council may amend or supplement the budget by a motion adopted by the affirmative
votes of at least four members; and
WHEREAS, staff is recommending $13,524 in expense appropriations to various
departments in the General Fund, resulting in a negative net impact of $13,524 to the General
Fund; and
WHEREAS, funding for the Executive Secretary and Senior Planner will be offset through
current year salary savings; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it hereby amends the fiscal year 2021/22 budget and approves the following appropriations:
Summary of General Fund Appropriations
Presented by Approved as to form by
Courtney Chase Glen R. Googins
Director of Human Resources /Risk Management City Attorney
2022/03/01 City Council Post Agenda Page 155 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Sustainability Commission: Adopt a Resolution Declaring a Climate Emergency in the City of Chula Vista
Report Number: 22-0052
Location: No specific geographic location
Department: Economic Development
Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required. Notwithstanding the foregoing, the activity qualifies for an Exemption
pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines.
Recommended Action
Adopt a resolution declaring a climate emergency and the need for accelerated action to address the climate
crisis.
SUMMARY
Over the years, the City of Chula Vista has adopted numerous climate related policies, plans, and programs
to reduce greenhouse gas (GHG) emissions. While these actions have started to reduce our community’s
carbon footprint, more action is needed locally and globally. We have already begun to see the impacts of
climate change through record breaking heat waves, droughts, and wildfires locally, with many more varied
impacts seen globally. The creation of this climate emergency declaration resolution is intended to update
our GHG reduction goals by adopting a Science Based Reduction Target for 2030 and a carbon neutrality goal
for 2045 to strengthen existing efforts such as the update to the City Operations Sustainability Plan and
encourage new city actions and voluntary actions by residents and businesses. The sooner emissions are
reduced the more options local governments will have for policies that create gradual reductions instead of
emergency actions that can be more costly and impactful to daily life. Led by community members on the
Sustainability Commission, this resolution was created to align with the more than 2,000 jurisdictions
around the world and about 50 in California that have already adopted similar resolutions and showcase the
need for more action at all levels of government and society.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
2022/03/01 City Council Post Agenda Page 156 of 312
P a g e | 2
(CEQA) and it has been determined that the activity is not a “Project” as defined under Section 15378 of the
state CEQA Guidelines because it will not result in a physical change in the environment; therefore, pursuant
to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Notwithstanding the
foregoing, it has also been determined that the activity qualifies for an Exemption pursuant to Section
15061(b)(3) of the California Environmental Quality Act State Guidelines. Thus, no environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
The climate emergency resolution was presented to the Sustainability Commission on October 11, 2021
meeting and was unanimously recommended for adoption by City Council.
DISCUSSION
The climate crisis is one of the greatest threats to our quality of life. The proposed Resolution Declaring a
Climate Emergency shows that the City of Chula Vista recognizes the multiple dangers posed by climate
change and that urgent action is required. Learning about COVID-19 and following the proper science-based
actions to reduce virus spread is instrumental to protecting Chula Vista from Covid-19 and the same
principals are true for climate change. Unless we act quickly and decisively, our civilization will be more and
more impacted by a climate crisis characterized by unprecedented droughts, hurricanes, tornadoes, floods,
famines, fires, heat waves, and sea-level elevations. Adverse events such as these are already occurring.
The City of Chula Vista has been proactive about mitigating climate change by creating the first Climate Action
Plan in San Diego County in 2000 and regularly updating it with new science and programs to mitigate and
adapt to climate change. Some of the key implementation actions include being a founding member of San
Diego Community Power to bring 100% renewable electricity to Chula Vista; creating and implementing the
Active Transportation Plan; adopting a multi-family and commercial benchmarking and building
performance ordinance; and creating a Zero Waste Plan. While these actions have reduced Chula Vista’s
community wide greenhouse gas emissions, and in spite of wide-ranging scientific evidence and consensus,
meaningful global action has been too little, too late. The rate of GHG emissions has been modestly reduced,
but concentrations are still increasing, not decreasing. Considering the magnitude of the problem and what
we stand to lose, progress has been inadequate. Global leaders, including Chula Vista Mayor Salas gathered
in Paris in 2015 for the United Nations Conference of Parties or COP21 and set a goal to limit global
temperature increases to 1.5 degrees Celsius because anything above that will significantly increase the
likelihood of far worse climate catastrophes that could exacerbate hunger, disease, and conflict. The graph
below shows that with each year global emissions are not reduced; it becomes more challenging to reach the
goal of limiting warming to 1.5 Celsius. The sooner emissions are reduced the more options governments
will have to gradually reduce emissions versus taking costly emergency actions.
2022/03/01 City Council Post Agenda Page 157 of 312
P a g e | 3
Over 2,000 jurisdictions around the world have declared Climate Emergencies, including more than 160 in
the United States. California jurisdictions include Los Angeles, Oakland, Sacramento, San Diego, Del Mar,
Encinitas, La Mesa, Solana Beach, San Francisco City and County, San Jose, San Mateo County, Santa Barbara
City and County, Santa Cruz City and County, and Sonoma County. The State of Hawaii has declared a Climate
Emergency as well as multiple countries including Canada, Japan, New Zealand, and Mauritius. While largely
symbolic in nature, these emergency declarations help to build support for existing climate mitigation and
adaptation measures and encourage residents and businesses to take voluntary actions that go beyond the
minimum requirements local governments require. The proposed resolution was led by the Sustainability
Commission working closely with City staff and some of the key elements included are:
1. Updates the City’s GHG reduction goals based on science-based reduction targets of 57% below 2018
levels by 2030 provided by ICLEI – Local Governments for Sustainability.
2. Alert all staff to the City’s concern for the climate crisis and commits to updating the City Operations
Sustainability Plan to ensure all practical sustainability practices are taken at facilities and in
procurement.
3. Continued and increased efforts to bring to residents’ awareness and concern for the gravity of the
climate crisis. The City’s Chula Vista Climate Action Challenge (www.cvclimatechallenge.com) is a good
start, but not enough residents know about it.
Source: www.carbonbrief.org/unep-net-zero-pledges-provide-an-opening-to-close-growing-emissions-gap
2022/03/01 City Council Post Agenda Page 158 of 312
P a g e | 4
4. Collaboration with climate, environmental, and educational organizations such as the San Diego
Regional Climate Collaborative, Local Government Sustainable Energy Commission, Living Coast
Discovery Center, Chula Vista Elementary School District, Sweetwater Union High School District, South
Bay 350 and others.
5. Ensure environmental and economic justice and equity in climate action by actively seeking input from
representative organizations like the Chula Vista Climate Equity Index working group and other
stakeholders.
6. Work with larger jurisdictions (e.g., county, state, federal) to increase concern about the severity of the
climate crisis and to lobby for an appropriately prompt and positive action.
The climate crisis is undoubtedly one of the greatest natural threats facing mankind and all life on the planet.
Climate change is impacting local gardens and canyons to the largest national ecological or wilderness
reserves, but the good news is that it is caused by human actions and can also be stopped by human actions.
But given that we’ve known about the hazards of climate change for decades, given that our past and current
actions are not impactful enough to mitigate the serious adverse effects, given the irreversibility and effective
permanence of climate change and given our responsibility to ourselves and to our future generations, urgent
and emergency action is imperative. Although it is all too common to exaggerate and overuse superlatives,
our climate crisis is truly serious and existential to the quality of life for everyone around the globe. That fact
is verified by countless scientists, as exemplified by the Intergovernmental Panel on Climate Change of the
United Nations and by our local experts at the Scripps Institute of Oceanography. Therefore, the
Sustainability Commission recommends that the City of Chula Vista declare a Climate Emergency.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by City Council member, of any other fact that
may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no new, current-year fiscal impact due to the climate emergency declaration. Implementation of the
Climate Action Plan is being implemented using existing departmental budgets.
ONGOING FISCAL IMPACT
There is no new, ongoing fiscal impact due to the climate emergency declaration. Implementation of the
Climate Action Plan is being implemented using existing budgets. Any climate mitigation or adaptation
measures will be presented to City Council for consideration in the future along with any associated fiscal
impact.
2022/03/01 City Council Post Agenda Page 159 of 312
P a g e | 5
ATTACHMENTS
None.
Staff Contact: Coleen Wisniewski, Environmental Sustainability Manager
2022/03/01 City Council Post Agenda Page 160 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA DECLARING A CLIMATE EMERGENCY
WHEREAS, climate change is an urgent unfolding crisis that presents a serious threat to
communities across the globe; and
WHEREAS, the United Nations Intergovernmental Panel on Climate Change issued their
Sixth Assessment report on the devastating human caused impacts of climate change around the
globe and attributed these impacts with greater confidence than the previous assessment; and
WHEREAS, the United Nations Intergovernmental Panel on Climate Change calls for
governments to achieve ‘net-zero’ emissions as soon as possible, and maintain net-negative
emissions after that to avoid the most catastrophic impacts of climate change; and
WHEREAS, the United States’ most recent National Climate Assessment aligned with the
UN Assessment and made it clear that climate change will have serious impacts across the United
States of America, and that the current pace and scale of climate action is not sufficient to avoid
substantial damage to the economy, the environment, and to human health over the coming
decades; and
WHEREAS, the City of Chula Vista’s mayor attended the 21st Conference of the Parties
(COP 21) where world leaders from 175 countries recognized the threat of climate change and the
urgent need to combat it by signing the Paris Agreement, agreeing to keep warming “well below
2°C above pre-industrial levels”, and to “pursue efforts to limit the temperature increase to 1.5°C,”
which in itself will already cause many devastating effects to the planet; and
WHEREAS, carbon dioxide emissions are the primary anthropogenic driver of climate
change and comprise 65 percent of total greenhouse gas (GHG) emissions globally and is the focus
of transportation and building emission reduction efforts; and
WHEREAS, methane (CH4) accounted for about 16 percent of all GHG emissions from
human activities and has an impact that is 25 times greater than carbon dioxide (CO2) over a 100-
year period, which adds unique importance to the City's organic waste reduction efforts that target
methane reductions; and
WHEREAS, in recognition of the commitments necessary to address the scale and scope
of the climate crisis, Governor Jerry Brown issued Executive Order B-55-18 ordering the State of
California to achieve net-zero emissions as soon as possible, and no later than 2045, and achieve
and maintain net-negative emissions thereafter; and
WHEREAS, the City of Chula Vista’s Mayor is on the Steering Committee for Climate
Mayors, a bipartisan, peer-to-peer network of more than 470 U.S. mayors demonstrating climate
leadership through meaningful actions in their communities; and
2022/03/01 City Council Post Agenda Page 161 of 312
WHEREAS, the City of Chula Vista is one of more than 470 jurisdictions that signed the
US Mayor’s Agreement on Climate Protection which commits cities to take measures which
reduce the emission of GHG’s, save energy and help sustain the environment; and
WHEREAS, the City of Chula Vista is a member of ICLEI - Local Governments for
Sustainability and has joined the Race to Zero with over 130 other jurisdictions that have agreed
to update our previous targets included in the adopted Climate Action Plan with proposed science-
based GHG reduction targets of 57% below 2018 levels by 2030; and
WHEREAS, Chula Vista and the rest of California already suffer from the impacts of
climate change and will be required to implement appropriate adaptation measures to address the
drought, air pollution, extreme heat, species stress, negative health effects, wildfires, and floods,
and these disasters will become more severe as global GHG emissions continue to contaminate the
atmosphere; and
WHEREAS, the World Health Organization and more than 100 national public health
groups, including the American Medical Association and the American Academy of Pediatrics
agree that the climate crisis is a health emergency; and
WHEREAS, indigenous and low-income communities and communities of color in the
United States and abroad have suffered the gravest consequences of climate change and are in
jeopardy of societal disintegration in spite of the fact that they contributed little to the causative
factors; and
WHEREAS, the City of Chula Vista has been a regional leader with the adoption of the
first Climate Action Plan in the region in 2000, a 2008 update and the first adaptation plan in the
region in 2011 then the most recent Climate Action Plan in 2017, implementation of which is
estimated will result in citywide GHG emissions reductions of at least 50 percent below the
baseline by 2035, through targets including 100 percent renewable electricity citywide and
designing complete neighborhoods to reduce transportation emissions; and
WHEREAS, the City of Chula Vista worked with its Climate Change Working Group to
propose seven climate action recommendations that were approved by City Council including
reducing emissions from the building and transportation sector, achieving carbon neutrality by
2045, banning single use plastics, and increasing equity as a focus of City actions; and
WHEREAS, we in the City of Chula Vista, in partnership with the San Diego region, can
rise to the challenge of this great crisis with the active consultation, participation, and benefit of
workers and disadvantaged communities, creating many well-paying local jobs in building and
installing renewable energy infrastructure, growing healthy plant-based food that stays in the
community, restoring ecosystems, and retrofitting and redesigning our current environment,
electric grid, and transportation systems; and
WHEREAS, over 2,000 jurisdictions around the world have declared Climate
Emergencies, including 160 in the United States.
2022/03/01 City Council Post Agenda Page 162 of 312
NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Chula Vista as
follows:
1. A state of climate emergency is hereby declared.
2. The City of Chula Vista acknowledges that a global climate crisis exists and poses a
serious, urgent, and pressing threat to the well -being of Chula Vista, its inhabitants,
economy, and environment, and therefore there is need for immediate actions to address
the global climate crisis.
3. The City of Chula Vista commits to consider environmental, economic, and social justice
in its climate actions by actively seeking input from all community stakeholders.
4. The City of Chula Vista commits to regularly updating its City Operations Sustainability
Plan to ensure all practical sustainable practices are taken at facilities and in procurement.
5. The City of Chula Vista commits to ensuring that the City’s actions remain in alignment
with the most current scientific findings regarding climate change and that it will continue
to rely on and solicit the advice and guidance of scientific experts.
6. The City of Chula Vista reaffirms its goals laid out in the most recent Climate Action Plan
and adaptation plan to implement a Zero Waste Plan, reduce vehicle miles travelled, and
reach 100 percent renewable electricity by 2035 or earlier.
7. The City of Chula Vista accepts the proposed science-based GHG reduction targets of 57%
below 2018 levels by 2030 that best reflect the most recent climate science findings and
Chula Vista's "Fair Share" based on the UN human development index.
8. The City of Chula Vista calls for a regional emergency climate action mobilization
collaborative effort, forming synergistic and strategic alliances with nearby jurisdictions
and boundary spanning organizations to take advantage of economy of scale, and for united
engagement against the common threat of our climate crisis.
9. The members of the City Council of the City of Chula Vista directs the City Manager to
send a copy of this resolution to the City’s state and federal legislative delegations, to the
Governor of California, and to the President of the United States.
Presented by Approved as to form by
Eric C. Crockett Glen R. Googins
Deputy City Manager City Attorney
2022/03/01 City Council Post Agenda Page 163 of 312
Chula Vista’s Climate
Emergency Declaration
Ed Legaspi, Sustainability Commissioner March 1, 20222022/03/01 City Council Post Agenda Page 164 of 312
Climate Change Impacts
2022/03/01 City Council Post Agenda Page 165 of 312
Sustainability Commission
Process
▪Interest from Sustainability Commission in late 2020 to explore Chula
Vista potentially declaring a Climate Emergency
▪Formed the Climate Emergency ad hoc subcommittee with staff
guidance -Commissioners Baugh, Rodriguez and Legaspi
▪Subcommittee met virtually with staff several times from January to
October 2021 and created draft documents
▪Brought final drafts to Sustainability Commission in October 2021
▪Commission approved unanimously to send it to City Council for
review and adoption
2022/03/01 City Council Post Agenda Page 166 of 312
Climate Emergency
Declaration
Some California and Local
Jurisdictions with similar:
●Del Mar
●Encinitas
●La Mesa
●Los Angeles
●Oakland
●Sacramento
●San Diego
●San Francisco City and
County
●San Jose
●Santa Barbara City and
County
●Solana Beach 2022/03/01 City Council Post Agenda Page 167 of 312
Source: www.carbonbrief.org/unep-net-zero-pledges-provide-an-opening-to-close-growing-emissions-gap
The sooner emissions start decreasing, the easier the path to meet our goals
(having global warming stay within 1.5c.)
2022/03/01 City Council Post Agenda Page 168 of 312
Climate Emergency
A state of climate emergency is hereby declared.
▪Climate Change is an Urgent Threat -The City of Chula Vista
acknowledges that a global climate crisis exists and poses a
serious, urgent and pressing threat to the well-being of Chula Vista,
its inhabitants, economy and environment, and therefore there is
need for immediate actions to address the global climate crisis.
▪The Need for Equity -The City of Chula Vista commits to consider
environmental, economic and social justice in its climate actions
by actively seeking input from all community stakeholders.
▪Science Based -The City of Chula Vista commits to ensuring that
the City’s actions remain in alignment with the most current
scientific findings regarding climate change and that it will
continue to rely on and solicit the advice and guidance of scientific
experts.2022/03/01 City Council Post Agenda Page 169 of 312
Actions to Address the
Crisis
▪Updates the City’s GHG reduction goals based on science-based reduction targets
of 57% below 2018 levels by 2030 provided by ICLEI –Local Governments for
Sustainability.
▪Alert all staff to the City’s concern for the climate crisis and commits to updating
the City Operations Sustainability Plan to ensure all practical sustainability
practices are taken at facilities and in procurement.
▪Continued and increased efforts to bring to residents’ awareness and concern for
the gravity of the climate crisis. The City’s Chula Vista Climate Action Challenge
(www.cvclimatechallenge.com) is a good start, but not enough residents know
about it.
▪Collaboration with climate, environmental and educational organizations such as
the San Diego Regional Climate Collaborative, Local Government Sustainable
Energy Commission, Living Coast Discovery Center, Chula Vista Elementary
School District, Sweetwater Union High School District, South Bay 350 and others.
2022/03/01 City Council Post Agenda Page 170 of 312
Next Steps
Early 2022
▪Inaugural member of the White House Council on National Building
Performance Standards Coalition -recognition for our Benchmarking
Energy Saving Ordinance (launched January)
▪Participating in the US Department of Energy’s Better Climate Challenge -
pledged a 50% energy reduction by 2032 for City operations (launched with
the White House 2/28/22)
▪Waste Reduction Strategic Plan at City Council tonight
▪San Diego Community Power Residential Enrollment -May
Remainder of 2022
▪2020 Greenhouse Gas Emissions Inventory -summer
▪Climate Action Plan update -2nd half of 2022
▪City Operations Sustainability Plan update -late 20222022/03/01 City Council Post Agenda Page 171 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Regional Transportation Improvement Program: Amendment to the Transnet Local Street Improvement
Program of Projects for Fiscal Years 2020/21 through 2024/25
Report Number: 22-0023
Location: No specific geographic location
Department: Engineering
Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Conduct the public hearing and adopt a resolution approving the proposed amendments to the TransNet
Local Street Improvement Program of projects for Fiscal Years 2020/21 through 2024/25.
SUMMARY
The San Diego Association of Governments (SANDAG) is accepting submittal requests for an amendment to
the Regional Transportation Improvement Program (RTIP). SANDAG provided its member agencies with
new financial projections for Fiscal Years 2020/21 through 2024/25. Staff recommends several
administrative adjustments to transfer TransNet funds allocated to Capital Improvement Program (CIP)
projects.
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines because the acti vity consists of governmental Regional
Transportation Improvement Program/TransNet funds activity, which does not involve any commitment to
any specific project that may result in a potentially significant physical impact on the environment.
Therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA.
Thus, no environmental review is required. Although environmental review is not required at this time, once
2022/03/01 City Council Post Agenda Page 172 of 312
P a g e | 2
the scope of potential individual projects has been defined, environmental review will be required for each
project and the appropriate environmental determination will be made.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
The 2021 Regional Transportation Improvement Program (RTIP) includes a program of projects and
expenditures for Fiscal Years 2020/21 through 2024/25. The City participates in the Local Street
Improvement Program portion of the overall RTIP. On February 1, 2022, SANDAG provided the member
agencies with an updated TransNet Revenue Forecast - Local Street Improvement Program – Estimates for
FY 2023 to FY 2027 (Attachment 1), which includes a revised estimate for FY 2022. These are conservative
estimates for planning purposes.
The Fiscal Year 2021/22 projected revenue is currently estimated to be $7,726,000, which reflects a 15.5%
increase from the February 9, 2021 previous projection of $6,689,000. Future fiscal year forecasts now
reflect a marginally flatter increase in revenue for each year.
A summary of the Estimated TransNet Allocation and the City projects currently programmed for TransNet
funding are shown on Attachment 2. Amounts shown for future fiscal years are estimated and will be revised
in the future as projected revenues are updated and specific project locations are identified.
In addition to programming adjustments due to revisions in projected revenues, a list of administrative
transfers also require approval with this current amendment.
Administrative Modifications
An administrative modification is a minor change to the SANDAG Program of Projects that typically involves
revisions of project description (without changing project scope) and/or revisions in funding amounts
programmed in the project (limited to the lesser of 40% of the total project cost or $10 million). Transfers
above these limits must be performed as a Formal Amendment with City Council Resolution. The proposed
Council Resolution is associated with an administrative amendment process.
This action is intended to reallocate leftover funds allocated to CIP projects that have been completed or to
transfer money from one CIP project to another within the same SANDAG project number (MPO ID). These
transfers will not affect the balance between Congestion Relief and Maintenance projects and are strictly
administrative to address SANDAG’s project accounting. In the case where the City is transferring money
between differing MPO ID’s, the City must ensure that the overall balance between Congestion Relief and
Maintenance projects for the City’s entire program still complies with SANDAG requirements. In both cases,
all involved funds have already been budgeted in the current Capital Improvement Program, so no
appropriation is required. Attachment 3 provides details of these transfers.
2022/03/01 City Council Post Agenda Page 173 of 312
P a g e | 3
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There will be no current fiscal year impact since this Council action pertains to revenue estimates for Fiscal
Years 2021/22 through 2024/25.
ONGOING FISCAL IMPACT
There will not be any ongoing fiscal impact since these amounts are estimates, which will not affect the
budget.
ATTACHMENTS
1. TransNet Revenue Forecast – 02/01/2022
2. Estimated TransNet Allocation – FY 2021-22 through FY 2026-27
3. 2021 RTIP Administrative Transfers
Staff Contact: William S. Valle, Director of Engineering and Capital Projects
Patrick C. Moneda, Senior Civil Engineer
2022/03/01 City Council Post Agenda Page 174 of 312
Draft 02/01/22JurisdictionJuly 2021Population3 MaintainedMiles3FY 2022 Revised*FY 2023 FY 2024 FY 2025 FY 2026 FY 2027Carlsbad 114,463340.69$3,858 $3,887 $4,031 $4,149 $4,275 $4,403Chula Vista 272,202485.89$7,726 $7,778 $8,069 $8,306 $8,559 $8,817Coronado 21,38152.68$713 $720 $745 $765 $787 $810Del Mar44,26824.94$43$111 $120 $125 $128 $135El Cajon104,393195.07$3,032 $3,051 $3,164 $3,257 $3,355 $3,455Encinitas62,183167.17$2,044 $2,057 $2,133 $2,194 $2,260 $2,327Escondido153,008334.04$4,622 $4,656 $4,830 $4,971 $5,122 $5,276Imperial Beach428,05561.07$567 $524 $544 $882 $979 $1,007La Mesa459,966151.98$1,399 $1,439 $2,017 $2,076 $2,138 $2,201Lemon Grove 26,52662.30$865 $867 $898 $923 $950 $977National City 62,099104.02$1,774 $1,784 $1,849 $1,902 $1,959 $2,017Oceanside 177,335445.39$4,027 $5,639 $5,850 $6,022 $6,204 $6,391Poway 49,338169.95$1,794 $1,803 $1,869 $1,923 $1,980 $2,039San Diego41,430,4832,984.98$41,844 $42,127 $43,293 $39,840 $41,306 $42,805San Marcos497,209174.93$1,857 $1,889 $1,994 $2,079 $2,170 $2,263Santee457,999117.23$867$892 $897 $773 $815 $854Solana Beach413,83842.55$191 $195 $212 $227 $242 $258Vista 102,928169.92$2,893 $2,913 $3,021 $3,108 $3,202 $3,298County4505,6751,953.24$17,536 $17,684 $18,397 $18,969 $19,586 $20,226Subtotal Street & Road*** 3,343,349 8,038.0 $97,653 $100,016 $103,935 $102,492 $106,016 $109,557104,065104,781108,697 111,881 115,274 118,745Local EMP5$6,437 $6,481 $6,724 $6,920 $7,130 $7,345Local Smart Growth5$7,510 $7,562 $7,844 $8,074 $8,319 $8,569*Scheduled to be considered in February 2022. **Revenue estimates for planning purposes only. Payments will be based on actual sales tax monthly receipts from the State Board of Equalization.*** Totals may not add up due to rounding4. Revenues are net of estimated commercial paper and/or bond debt service payments5. EMP to be distributed on a project by project basis; Smart Growth to be allocated based on Call for Projects process.TransNet Revenue Forecast - Local Street Improvement Program1Estimates for FY 2023 to FY 2027 (in $000s)**1.Projection of revenues are based on estimate of growth rate on taxable sales as forecasted by SANDAG and excludes interest and prior year excess funds.2. Distribution of revenue estimates are based on the 2004 Proposition A Extension: San Diego Transportation Improvement Program and Expenditure Plan and apportioned as follows: (a) $50,000 annual base per agency ; (b) balance distributed on a formula of 2/3 population and 1/3 maintained miles.3. Population numbers are based on state Department of Finance (DOF) report of July 2021 population; Maintained miles figures are based on Caltrans 2019 California Public Road Data (December 2020). At the time of this report, the 2020 California Public Road Data was not yet available. ATTACHMENT 12022/03/01 City Council Post Agenda Page 175 of 312
MPO ID
Traffic Signal System Optimization
(TRF0350, TRF0400, TRF0423, RAMS) CHV39 $634,110 $229,000 $300,000 $300,000 $300,000 $300,000
Major Pavement Rehabilitation (Overlays/
Reconstruct) (STM0408, STM0411) CHV48 $4,887,000 $5,414,000 $4,999,000 $5,136,000 $5,289,000 $5,447,000
New Sidewalk Construction CHV58 $75,000 $95,000 $300,000 $300,000 $300,000 $300,000
Traffic Signal Upgrade (TRF0424) CHV60 - - $200,000 $200,000 $200,000 $200,000
Raised Median Improvements (STL0446,
TRF0415) CHV79 $131,100 $75,000 - - - -
$5,727,210 74.1%$5,813,000 74.7%$5,799,000 71.9%$5,936,000 71.5%$6,089,000 71.1%$6,247,000 70.9%
$5,408,200 70.0% $5,444,600 70.0% $5,648,300 70.0% $5,814,200 70.0% $5,991,300 70.0% $6,171,900 70.0%
Pavement Management System/Minor
Pavement Rehabilitation Program
(CTY0219, STL0445) CHV06 $235,000 $235,000 $600,000 $700,000 $800,000 $900,000
Advance Planning Studies (CTY0202,
CTY0232, TRF0354) CHV22 $110,000 $310,000 $300,000 $300,000 $300,000 $300,000
School Zone Traffic Calming (TRF0345) CHV33 - $200,000 $60,000 $60,000 $60,000 $60,000
Neighborhood Traffic/Ped Safety Program
(STM0369, TRF0327, TRF0422) CHV34 $553,790 $480,000 $250,000 $250,000 $250,000 $250,000
Traffic Signing, Studies and Signal
Upgrades (TRF0366, TRF0421) CHV35 - $300,000 $200,000 $200,000 $200,000 $200,000
Traffic Monitoring Program (TRF0321) CHV45 $320,000 $70,000 $60,000 $60,000 $60,000 $60,000
Emergency Storm Drain and Bridge Culvert
Repair CHV50 $430,000 - $500,000 $500,000 $500,000 $500,000
ADA Curb Ramps (STL0447) CHV75 $300,000 $250,000 $250,000 $250,000 $250,000 $250,000
Local Street Utility Undergrounding Districts CHV83 $50,000 $120,000 $50,000 $50,000 $50,000 $50,000
$1,998,790 25.9%$1,965,000 25.3%$2,270,000 28.1%$2,370,000 28.5%$2,470,000 28.9%$2,570,000 29.1%
*TransNet Revenue Forecast - Local Street Improvement Program (Estimates for FY2022 to FY2027) dated 2/1/2022
$7,726,000 $7,778,000
$7,726,000
FY 2021-22
(Congestion Relief) SUBTOTAL
$8,069,000
(Maintenance) SUBTOTAL
CIP PROGRAM TOTAL
*Estimated Annual TransNet Revenue
Minimum Required Congestion ReliefCONGESTION RELIEFFY 2024-25
$8,069,000 $8,306,000
$8,306,000
$7,778,000
ESTIMATED TRANSNET ALLOCATION - FY 2021-22 THROUGH FY 2026-27
Attachment 2
FY 2022-23 FY 2023-24PROJECT
MAINTENANCEFY 2026-27
$8,817,000
$8,817,000
FY 2025-26
$8,559,000
$8,559,000
2022/03/01 City Council Post Agenda Page 176 of 312
Attachment 3
Transfer Type From MPOID CIP To MPOID CIP Amount
Administrative CHV30 (CR) STM0361 - I-5 Corridor Improvements Study CHV60 (CR)
TRF0398 - Traffic Signal at Jacqua St and Main
St 139.00$
Transfer Type FROM Project Title TO Project Title AMOUNT
Administrative CHV06-M Pavement Rehabilitation Program CHV22-M Advanced Planning Studies 27,653.00$
Administrative CHV06-M Pavement Rehabilitation Program CHV50-M Storm Drain and Bridge Culvert Repair 34,505.00$
Administrative CHV33-M School Zone Traffic Calming Program CHV50-M Storm Drain and Bridge Culvert Repair 343,106.00$
Administrative CHV33-M School Zone Traffic Calming Program CHV53-M Bikeway Master Plans 50,128.00$
Administrative CHV34-M
Neighborhood Traffic and Pedestrian Safety
Program CHV50-M Storm Drain and Bridge Culvert Repair 378,425.00$
Administrative CHV35-M Traffic Signing, Studies and Signal Upgrade CHV50-M Storm Drain and Bridge Culvert Repair 205,813.00$
Administrative CHV45-M Traffic Monitoring Program CHV50-M Storm Drain and Bridge Culvert Repair 55,053.00$
Administrative CHV58-CR New Sidewalk Construction CHV50-M Storm Drain and Bridge Culvert Repair 377,683.00$
Administrative CHV75-M ADA Curb Ramps CHV50-M Storm Drain and Bridge Culvert Repair 60,798.00$
Administrative CHV79-CR Raised Median Improvements CHV51-CR Cross Gutter Replacement 188,843.00$
Administrative CHV79-CR Raised Median Improvements CHV39-CR Traffic Signal System Optimization 14,137.00$
Administrative CHV83-M Local Street Utility Undergrounding Districts CHV50-M Storm Drain and Bridge Culvert Repair 5,790.00$
FY21 Administrative Transfers (Project Trak Update Required)*
*This is intended to either reallocate leftover funds from completed CIP projects, or to move funds between MPO IDs to reflect Council authorized fund transfers from one CIP
to another.
FY21 Schedule A Transfers for Council Agenda (Cash)
2022/03/01 City Council Post Agenda Page 177 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN AMENDMENT TO THE
TRANSNET LOCAL STREET IMPROVEMENT PROGRAM OF
PROJECTS FOR FISCAL YEARS 2020/21 THROUGH 2024/25
WHEREAS, on November 4, 2004, the voters of San Diego County approved the San
Diego Transportation Improvement Program Ordinance and Expenditure Plan (TransNet
Extension Ordinance); and
WHEREAS, the TransNet Extension Ordinance provides that SANDAG, acting as the
Regional Transportation Commission, shall approve on a biennial basis a multi-year program of
projects submitted by local jurisdictions identifying those transportation projects eligible to use
transportation sales tax (TransNet) funds; and
WHEREAS, the City of Chula Vista was provided with an estimate of annual TransNet
local street improvement revenues for fiscal years 2021 through 2025 on February 1, 2022; and
WHEREAS, the City of Chula Vista approved its 2020 TransNet Local Street Improvement
Program of Projects (POP) on June 2, 2020 and the City of Chula Vista desires to make adjustments
to its Program of Projects (Exhibit 1); and
WHEREAS, the City of Chula Vista has held a noticed public hearing with an agenda item
that clearly identified the proposed amendment prior to approval of the projects by its authorized
legislative body in accordance with Section 5(A) of the TransNet Extension Ordinance and Rule
7 of SANDAG Board Policy No. 31.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it approve an amendment to the Transnet Local Street Improvement Program of Projects for
Fiscal Years 2020/21 through 2024/25.
BE IT FURTHER RESOLVED y the City Council of the City of Chula Vista that, pursuant
to Section 2(C)(1) of the TransNet Extension Ordinance, the City of Chula Vista certifies that no
more than 30 percent of its annual revenues shall be spent on local street and road maintenance-
related projects as a result of the Amendment.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that,
pursuant to Section 4(E)(3) of the TransNet Extension Ordinance, the City of Chula Vista certifies
that all new or changed projects, or major reconstruction projects included in the Amendment and
funded by TransNet revenues shall accommodate travel by pedestrians and bicyclists, and that any
exception to this requirement permitted under the Ordinance and proposed was clearly noticed as
part of the City of Chula Vista’s public hearing process for the Amendment.
2022/03/01 City Council Post Agenda Page 178 of 312
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the City
of Chula Vista does hereby certify that all applicable provisions of the TransNet Extension
Ordinance and SANDAG Board Policy No. 31 have been met.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the City
of Chula Vista continues to agree to indemnify, hold harmless, and defend SANDAG, the San
Diego County Regional Transportation Commission, and all officers and employees thereof
against all causes of action or claims related to City of Chula Vista’s TransNet funded projects.
Presented by Approved as to form by
William S. Valle Glen R. Googins
Director of Engineering and Capital Projects City Attorney
2022/03/01 City Council Post Agenda Page 179 of 312
Exhibit 1
Transfer Type From MPOID CIP To MPOID CIP Amount
Administrative CHV30 (CR)STM0361 - I-5 Corridor Improvements Study CHV60 (CR)TRF0398 - Traffic Signal at Jacqua St and Main
St 139.00$
Transfer Type FROM Project Title TO Project Title AMOUNT
Administrative CHV06-M Pavement Rehabilitation Program CHV22-M Advanced Planning Studies 27,653.00$
Administrative CHV06-M Pavement Rehabilitation Program CHV50-M Storm Drain and Bridge Culvert Repair 34,505.00$
Administrative CHV33-M School Zone Traffic Calming Program CHV50-M Storm Drain and Bridge Culvert Repair 343,106.00$
Administrative CHV33-M School Zone Traffic Calming Program CHV53-M Bikeway Master Plans 50,128.00$
Administrative CHV34-M Neighborhood Traffic and Pedestrian Safety
Program CHV50-M Storm Drain and Bridge Culvert Repair 378,425.00$
Administrative CHV35-M Traffic Signing, Studies and Signal Upgrade CHV50-M Storm Drain and Bridge Culvert Repair 205,813.00$
Administrative CHV45-M Traffic Monitoring Program CHV50-M Storm Drain and Bridge Culvert Repair 55,053.00$
Administrative CHV58-CR New Sidewalk Construction CHV50-M Storm Drain and Bridge Culvert Repair 377,683.00$
Administrative CHV75-M ADA Curb Ramps CHV50-M Storm Drain and Bridge Culvert Repair 60,798.00$
Administrative CHV79-CR Raised Median Improvements CHV51-CR Cross Gutter Replacement 188,843.00$
Administrative CHV79-CR Raised Median Improvements CHV39-CR Traffic Signal System Optimization 14,137.00$
Administrative CHV83-M Local Street Utility Undergrounding Districts CHV50-M Storm Drain and Bridge Culvert Repair 5,790.00$
FY21 Administrative Transfers (Project Trak Update Required)*
*This is intended to either reallocate leftover funds from completed CIP projects, or to move funds between MPO IDs to reflect Council authorized fund transfers from one CIP
to another.
FY21 Schedule A Transfers for Council Agenda (Cash)
2022/03/01 City Council Post Agenda Page 180 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Financial Report and Appropriations: Accept the Quarterly Financial Report for the Quarter Ending
December 31, 2021 and Appropriate Funds to Adjust for Variances
Report Number: 22-0079
Location: No specific geographic location
Department: Finance
Environmental Notice: The activity is not a "Project" as defined under Section 15378 of the California
Environmental Quality Act State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Accept the Quarterly Financial Report for the quarter ending December 31, 2021 and adopt a resolution
making various amendments to the Fiscal Year 2021/22 budget to adjust for variances and appropriating
funds for that purpose. (4/5 vote required)
SUMMARY
The Finance Department, in collaboration with other City departments, prepares quarterly financial reports
for the General Fund that reflect budget to actual comparisons, projected revenues and expenditures, and
highlight major variances that may require additional action or changes as of December 31, 2021. The
quarterly financial reports are in compliance with Section 504 (f) of the City Charter, which requires that
quarterly financial reports be filed by the Director of Finance through the City Manager.
In preparing the quarterly financial projections, staff has identified various budget changes that are needed
to reflect actual revenues and expenditures or address changes in budgetary needs. For government entities,
a budget creates a legal framework for spending during the fiscal year. After the budget is approved by the
City Council, there are circumstances which arise that could require adjustments to the approved budget.
Council Policy 220-02 “Financial Reporting and Transfer Authority” was established in January of 1996 and
allows for budget transfers and adjustments to be completed. This report discusses budget adjustments that
2022/03/01 City Council Post Agenda Page 181 of 312
P a g e | 2
staff recommends in the General Fund as well as various other funds to address identified fiscal issues.
In addition to the Fiscal Year 2021/2022 budget recommendations for City funds, this report includes an
update on Measure P and Measure A actual revenues and expenditures as of December 31, 2021.
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the
environment; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not
subject to CEQA. Thus, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
The Second Quarter Report is developed using six months of recorded (July 2021 through December 2021)
revenue and expenditure activity for Fiscal Year 2021/2022 as of December 31, 2021. City revenues and
expenditures are forecasted through the end of the Fiscal Year in collaboration with City departments,
consultants, statistical data, trend analysis and other resources. The data in this report is the most current
data available; however, the data and projections are subject to change.
This report will provide summary information for the following areas:
Major General Fund Revenues and Expenditures
Adjustments to General Fund Expenditures
Adjustments to non-General Fund funds
Update to the Measure P and Measure A Funds
Attachment A – Quarterly Financial Report provides additional information for the financial outlook for the
General Fund for the current fiscal year including City revenues and expenditures.
The Finance Department will continue to monitor the City’s actual revenues and expenditures and will
provide any significant changes in subsequent quarterly budget monitoring reports.
General Fund Overview
The City’s Fiscal Year 2021/2022 financial outlook is primarily unchanged as overall General Fund
expenditures are projected to slightly exceed revenues by approximately $0.2 million (General Fund deficit).
Overall, Sales Tax projections are above budget by $3.1 million based upon updated information from the
City’s sales tax consultant. The Sales Tax revenue projections for Measures A and P increased by $5.3 million;
however, a corresponding transfer out from the General Fund to the respective Measure P and Measure A
Funds will result in a net zero impact to the General Fund. Additional information on General Fund revenue
and expenditures are provided in the attachment to this report.
American Rescue Plan Act of 2021
On May 10, 2021, the U.S. Department of the Treasury launched the Coronavirus State and Local Fiscal
2022/03/01 City Council Post Agenda Page 182 of 312
P a g e | 3
Recovery Funds (“SLFRF”), established by the American Rescue Plan Act of 2021 (“ARPA”), to provide $350
billion in emergency funding for eligible state, local, territorial, and Tribal governments to respond to COVID-
19. The SLFRF funds provide substantial flexibility for each jurisdiction to meet local needs, including
support for households, small businesses, impacted industries, and essential workers, in communities
hardest hit by the crisis. No recipient may use this funding for pension fund deposits or to offset tax
reductions.
The City of Chula Vista will receive approximately $57.5 million in ARPA SLFRF funding to be obligated by
the end of 2024 and expended by the end of 2026. On August 24, 2021, Council adopted the City Manager’s
plan for the $57.5 million in ARPA SLFRF funding. Staff carefully evaluated the allowable uses of ARPA funds
to ensure they could be leveraged to the fullest extent possible for the community on unfunded projects that
pose a threat to the General Fund fund balance.
Of the total ARPA budget, $28.8 million is appropriated for Fiscal Year 2022 to support infrastructure
projects, operational support, and economic development activities. Of the $28.8 million Fiscal Year 2022
budget, $14 million is appropriated into the General Fund via transfers in from the American Rescue Plan
Fund to support the provision of government services via various department-led projects. Additionally, ten
(10) positions were added to the General Fund to support these projects.
Major General Fund Revenues
The City’s major General Fund revenues, which make up approximately 77% of the City’s General Fund
revenues, are projected to be $9.6 million more than the Revised Budget amounts, largely as a result of
increased projections for Sales Tax, Motor Vehicle License Fees (VLF), Measure A, and Measure P revenues.
Utility Users Taxes and Transient Occupancy Tax are projected to be at budget based on current trends.
Franchise Fee revenues are anticipated to be impacted by the Republic Services waste collection interruption
that occurred between December 17, 2021, and January 17, 2022. Staff is monitoring the impacts of this event
on the collection of Franchise Fee revenues. This includes potential associated penalties and fee revenues for
untimely payments and other contractual commitments, as well as seeking reimbursements from Republic
Services for incurred costs by the City for collecting trash to address public safety during the period of the
strike.
Table 1: Fiscal Year 2021/2022 Major General Fund Revenue Projections summarizes the revenue projections.
2022/03/01 City Council Post Agenda Page 183 of 312
P a g e | 4
The remaining General Fund revenues (not represented in Table 1) are anticipated to be approximately $0.4
million below the Revised Budget amounts. All the General Fund revenues are summarized in Attachment
A. The overall General Fund revenues are projected to be above the Revised Budget by approximately $9.2
million.
Major General Fund Expenditures
The City’s major General Fund expenditures, which make up approximately 65% of the City’s General Fund
expenditures, are shown in Table 2. As of the end of the second quarter of Fiscal Year 2021/2022, Personnel
Services expenditures are projected to be under budget by approximately $0.6 million, Supplies and Services
expenditures are projected to be under budget by approximately $0.1 million, and Utility expenditures are
projected to exceed budget by approximately $0.6 million, resulting in a net decrease of approximately $0.1
million in expenses. Based on the percentage of the Revised Budget expended to date, the major General
Fund expenditures are in line with projections. Staff will continue to monitor expenditures to identify any
costs that might continue to trend higher than anticipated and propose future actions to address these
expenses. Additional, information related to departmental expenditures is provided in the attachment.
As mentioned previously, due to an increase in Measure P and Measure A revenues, a corresponding transfer
out from the General Fund to the Measure P and Measure A funds will increase expenditures (transfers out)
by approximately $5.3 million. The remaining General Fund expenditures (not represented in Table 2) are
largely in line with projections but include increased costs for Fire Academy and Fire Strike Team, and other
departmental updates.
Table 2 - Fiscal Year 2021/2022 General Fund Major Expenditure Projections
Expenditure Category FY 2022
Revised Budget
FY 2022
Projected Actuals
FY 2022
Expended to date % Expended
Personnel Services 124,681,698 124,120,795 56,411,155 45.4%
Supplies and Services 15,733,970 15,624,851 8,486,263 54.3%
Utilities 4,903,424 5,505,651 2,757,893 50.1%
Total 145,319,092$ 145,251,297$ 67,655,310$ 46.6%
2022/03/01 City Council Post Agenda Page 184 of 312
P a g e | 5
Pension Reserve Fund Additional Contribution
The Pension & OPEB Reserve Fund Policy established the City’s Pension Reserve Fund (PRF). Per the policy,
upon meeting the 15% General Fund Operating Reserve, 75% of all surplus funds shall be transferred to the
PRF. The Annual Comprehensive Financial Report for Fiscal year Ended on June 30, 2021 identified
$2,464,336 in surplus funds will be recommended as an additional contribution to the PRF in fiscal year
2021-2022. The policy also states that 75% of the net annual savings from the issuance of Pension Obligation
Bonds (determined at bond issuance for years 1-10, not adjusted annually for any new unfunded liability or
change in actuarial assumptions) for bond fiscal years 1 through 10 is required to be transferred to the PRF
on an annual basis.
FY2022 Additional Pension Reserve Contribution
General Fund (FY2021 Fund Balance) – Transfer Out $2,464,336
Section 115 Trust Fund – Transfer In (2,464,336)
Net Cost $0
Proposed Fund Adjustments
General Fund
At the conclusion of the second quarter of Fiscal Year 2021/2022, the proposed adjustments are: 1) inter-
and intra- Department transfers; 2) expense appropriations associated with offsetting revenue (e.g., grants);
appropriations associated with changes in projected revenue. The proposed adjustments, displayed in Table
3, are anticipated to result in a General Fund net cost increase of approximately $0.5 million (increase of
expenses by $2.8 million and revenue by $2.3 million). The following chart provides a summary of the
proposed budgetary adjustments.
2022/03/01 City Council Post Agenda Page 185 of 312
P a g e | 6
The significant adjustments to the General Fund are described below.
Non-Departmental – Increase revenue appropriations by $1,094,810 for additional anticipated
Motor Vehicle License Fee revenues.
Fire – Increase expense appropriation by $986k for the Fire Academy. Increase expense and revenue
appropriations by $983,898 for Strike Team activity.
Various – Increase expense appropriation in Internal Service category by $607,455 for additional
anticipated fleet costs.
Other Funds
The following recommended adjustments are for funds outside of the General Fund. The proposed
adjustments, displayed in Table 4, result in a net cost decrease by approximately $0.7 million. A brief
discussion follows the table on the significant proposed adjustments.
PERSONNEL SUPPLIES &OTHER INTERNAL TOTAL TOTAL
Footnote SERVICES SERVICES CAPITAL SERVICE EXPENSE REVENUE NET COST
GENERAL FUND
Administration 1 - (102,000) - - (102,000) - (102,000)
Non-Departmental 1,2 10,000 102,000 - - 112,000 (1,094,810) (982,810)
Animal Care Facility 3 - - - 10,248 10,248 - 10,248
Development Services 3 - - - 4,553 4,553 - 4,553
Engineering/Capital Projects 2, 3 (10,000) - - 35,753 25,753 - 25,753
Police 3 - - - 192,717 192,717 - 192,717
Fire 3, 4, 5 1,555,977 413,761 - 212,194 2,181,932 (983,898) 1,198,034
Public Works 3, 6 (40,000) - 40,000 89,527 89,527 - 89,527
Parks and Recreation 3, 7 78,000 107,000 20,000 61,820 266,820 (205,000) 61,820
Library 3 - - - 644 644 - 644
TOTAL GENERAL FUND 1,593,977$ 520,761$ 60,000$ 607,455$ 2,782,193$ (2,283,708)$ 498,485$
General Fund Amendment Footnotes
6 - Transfer expenditure appropriations of $40k from Personnel Services in anticipated savings to Other Capital for a vehicle purchase.
7 - Increase revenues and expenditure appropriations by $205k for increased recreation activity during the fiscal year.
4 - Increase expenditure appropriations by $986k for Fire Academy that is scheduled to start later this fiscal year.
5 - Increase revenue and expenditures appropriations by $983,898 for Strike Team activity in FY 2022 in the Fire Department.
3 - Increase expenditure appropriations by $608k for Internal Service costs for Fleet charges in due to increases in fuel and maintenance charges.
Table 3 - General Fund Budget Adjustments Summary - 2nd Quarter Fiscal Year 2021/2022
DEPARTMENT
2 - Transfer expenditure appropriations of $10k in Personnel Services from the Engineering Department to Non-Departmental for Professional Enrichment related to
the Western Council of Engineers MOU agreement.
1 - Transfer expenditure appropriations of $102k in Supplies & Services from the Administration Department to Non-Departmental for the lighting project on Third
Avenue for the Starlight Parade under Special Events.
2022/03/01 City Council Post Agenda Page 186 of 312
P a g e | 7
The significant adjustments to the Other Funds are described below.
Public Liability Trust – Increase expense appropriations by $350,000 from available fund balance
due to higher than budgeted costs.
Central Garage Fund – Increase expense and revenue appropriations by $809,600 for increased fuel
and maintenance costs incurred during the fiscal year recovered via department charges. Increase
expense appropriation by $235,689 for building maintenance and equipment utilizing fund balance.
2022/03/01 City Council Post Agenda Page 187 of 312
P a g e | 8
Measure P Fund Overview
In November 2016, Chula Vista voters approved Measure P, authorizing a ½ cent sales tax increase on retail
sales within the City for ten years. The funding from the sales tax measure is to allow the City to make
progress toward replacing and repairing failing City assets. In December 2016, the City Council adopted the
expenditure plan for the Measure P funding. The expenditure plan identified critical deferred maintenance
and infrastructure projects for which the Measure P funding was to be allocated toward.
The following table provides an update on the allocation and expenditures (unaudited) for the Measure P
funds.
Measure A Fund Overview
In June 2018, the citizens of Chula Vista approved Measure A which enacted the ½ cent sales tax to support
public safety staffing. The measure imposed a ½ cent transaction and use tax (sales tax) on retail sales within
the City of Chula Vista and became effective on October 1, 2018. Concurrent with the approval of placing the
2022/03/01 City Council Post Agenda Page 188 of 312
P a g e | 9
measure on the ballot, the City Council adopted an Intended Public Safety Expenditure Plan for the
anticipated revenues generated from the measure. By doing so, the City Council expressed its intent to spend
the sales tax revenues exclusively on the critical staffing needs of the City's police and fire departments,
including necessary equipment and support provided by other City departments.
The following table provides an update on the allocation and expenditures (to date totals) for the Measure
A funds.
2022/03/01 City Council Post Agenda Page 189 of 312
P a g e | 10
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
The Second Quarter Monitoring Report presents updates to revenue and expenditure projections as of
December 31, 2021. As a result of the revised projected revenues and expenditures within this report, the
overall General Fund expenditures are projected to exceed projected revenues by approximately
$0.2 million. Staff will continue to monitor actual revenue receipts and expenditures to determine if any
budget adjustments will be needed in the future.
Across the non-General Fund funds, multiple actions are recommended for the second quarter, leading to a
net decrease in costs of approximately $0.7 million to non-General Fund accounts.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact related to this action for the General Fund.
ATTACHMENTS
1. FY2022 Second Quarter Financial Report
Staff Contact: Sarah Schoen, Finance Director and Ed Prendell, Budget & Analysis Manager
2022/03/01 City Council Post Agenda Page 190 of 312
Quarterly Financial Report
Second Quarter FY 2022 Ending December 31, 2021
Prepared – February 2022
1
Overview
This financial report summarizes the City’s General
Fund financial position for Fiscal Year (FY) 2021-2022
through December 31, 2021, and provides projections
for the remainder of the fiscal year ending on June 30,
2022. The purpose of this report is to provide the City
Council, Management, and the citizens of Chula Vista
an update on the City’s fiscal status based on the most
recent financial information.
At the end of the second quarter, the City’s General
Fund financial outlook is projected to have
expenditures exceed revenues by $0.2 million (fund
deficit). The factors contributing to this financial
position are addressed within this report.
American Rescue Plan Act of 2021
The City of Chula Vista will receive just over $57.5
million in American Rescue Plan Act of 2021 (ARPA)
funding for responding to the impacts of COVID-19.
This funding is to be obligated by the end of 2024 and
expended by the end of 2026. Staff has carefully
evaluated the allowable uses of ARPA funds and
prioritize projects in order to protect usage of General
Fund resources. Of the total ARPA budget, $28.8
million is appropriated in FY2022 to support
infrastructure projects, operational support, and
economic development activities. Approximately
$14.0 million will support the provision of
government services via various department-led
projects in various funds including the General Fund.
Additionally, ten (10) positions have been added to
support these projects in the General Fund.
Revenues
The following table shows the Fiscal Year 2021-2022
General Fund Revised Budget revenues and the year-
end Projected Budget revenues. The Projected Budget
includes all of the changes in the projections included
in this report. Overall, General Fund revenues are
projected to increase by approximately $9.2 million
above the Revised Budget amounts. The increase in
revenue from the City’s Sales Tax projection as well as
for Measure A and Measure P is based on updated
information provided by HdL, the City’s outside sales
tax consultant. HdL updated the projections for the
City of FY 2022 based upon prior trends and
information collected from multiple sources. A
corresponding transfer of these funds to the Measure
P and Measure A Funds will result in a net zero impact
to the General Fund.
The City anticipates an additional $1.1 million in
revenues for the Motor Vehicle License Fee (VLF)
based on information from the County of San Diego.
The proposed projections adjustments are shown
within the respective revenue categories in the
following table.
The Finance Department will continue to monitor the
City’s actual revenues and will provide any significant
changes in subsequent quarterly budget monitoring
reports.
Expenditures
The following table reflects the Fiscal Year 2021-2022
General Fund Revised Budget expenditures and actual
expenditures by department as of December 31, 2021.
In total, departments have expended approximately
$85.0 million or 38% of the General Fund Revised
Budget after 50% of the fiscal year (6 months).
Overall, departmental expenditures are on trend to be
consistent with the total Revised Budget as of the end
of the second quarter.
2022/03/01 City Council Post Agenda Page 191 of 312
Quarterly Financial Report
Second Quarter FY 2022 Ending December 31, 2021
Prepared – February 2022
2
Staff will continue to monitor department
expenditures to identify any costs that might trend
higher than anticipated and proposed future actions
to address these trends as appropriate.
The next table reflects the projected expenditures
through June 30, 2022. The Projected Budget is
anticipated to exceed the Revised Budget by
approximately $8.4 million. The primary driver of the
projected higher budget is due to the increase of
transfers out from the General Fund to the following
funds: Measure P and Measure A Funds and the
Section 115 Trust fund. As noted previously, the
projected increase in Measure P and Measure A
revenues would require a corresponding transfer to
the Measure P and Measure A Funds. The increase in
these transfers is reflected in the Non-Departmental
projected actuals.
In review of specific departmental expenses, the Fire
Department is projecting to be over budget by year-
end primarily due to increased overtime costs. Strike
Team and Fire Academy expenditures of
approximately $2.2 million is included as a budget
adjustment request. Staff will address any overtime
overages as a year-end adjustment. For all other
departments, staff will continue to monitor expenses
to determine if future budget amendments would be
necessary.
At the end of the fiscal year, the Finance Department
will be seeking to make transfers from other
expenditure categories with projected savings and
appropriate available revenues to fully utilize
resources and mitigate any departmental budget
deficiencies.
Staff will continue to monitor General Fund expenses
and look for potential cost saving measures in order to
remain within budget during the current fiscal year.
2022/03/01 City Council Post Agenda Page 192 of 312
RESOLUTION NO. ________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE
FISCAL YEAR 2021/22 BUDGET TO ADJUST FOR
VARIANCES AND APPROPRIATING FUNDS THEREFOR (4/5
VOTE REQUIRED)
WHEREAS, the City Charter states that at any meeting after the adoption of the budget,
the City Council may amend or supplement the budget by a motion adopted by the affirmative
votes of at least four members; and
WHEREAS, staff has completed the budget review for the quarter ending
December 31, 2021 and is recommending a number of budget amendments; and
WHEREAS, staff is recommending increasing $5,246,529 in expense appropriations to
various departments in the General Fund and increasing revenues appropriations by $2,283,708,
resulting in a negative net impact of $2,962,821 to the General Fund; and
WHEREAS, the Section 115 Trust Fund will be positively impacted as a result of increased
revenue appropriations resulting from the recommended changes; and
WHEREAS, the Transportation Grants-Gas Tax Fund, 2018 Measure A Sales Tax,
Advanced Life Support Program, Federal Grants, State Grants, Environmental Services, Public
Liability Trust, CFD 14M-B-EUC Millenia, Open Space District #24, Central Garage Fund, Living
Coast Discovery Center, Development Services Fund, Transport Enterprise, and Sewer Service
Revenue Fund will be negatively impacted due to adjustments that will add appropriations that
will be made from the available balances of these funds; and
WHEREAS, the recommended adjustments to the CV Bayfront Finance Authority consist
of offsetting adjustments between revenue and expenditure categories and are neutral resulting in
no net impact to these funds; and
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it does hereby amend the fiscal year 2021/22 budget and approves the following appropriations
and transfers:
2022/03/01 City Council Post Agenda Page 193 of 312
Summary of General Fund Appropriations and/or Transfers
Summary of Appropriations and/or Transfers for Other Funds
FY2022 Additional Pension Reserve Contribution
Fund Total Expense Total Revenue Net Cost
General Fund (FY2021 Fund Balance) 2,464,336 - 2,464,336
Section 115 Trust Fund - (2,464,336) (2,464,336)
Net Cost $ 2,464,336 $ (2,464,336) $0
Presented by Approved as to form by
Sarah Schoen Glen R. Googins
Director of Finance/Treasurer City Attorney
PERSONNEL SUPPLIES &OTHER INTERNAL TOTAL TOTAL
SERVICES SERVICES CAPITAL SERVICE EXPENSE REVENUE NET COST
GENERAL FUND
Administration - (102,000) - - (102,000) - (102,000)
Non-Departmental 10,000 102,000 - - 112,000 (1,094,810) (982,810)
Animal Care Facility - - - 10,248 10,248 - 10,248
Development Services - - - 4,553 4,553 - 4,553
Engineering/Capital Projects (10,000) - - 35,753 25,753 - 25,753
Police - - - 192,717 192,717 - 192,717
Fire 1,555,977 413,761 - 212,194 2,181,932 (983,898) 1,198,034
Public Works (40,000) - 40,000 89,527 89,527 - 89,527
Parks and Recreation 78,000 107,000 20,000 61,820 266,820 (205,000) 61,820
Library - - - 644 644 - 644
TOTAL GENERAL FUND 1,593,977 520,761 60,000 607,455 2,782,193 (2,283,708) 498,485
General Fund Budget Adjustments Summary - 2nd Quarter Fiscal Year 2021/2022
DEPARTMENT
Other Funds Budget Admendments Summary - 2nd Quarter Fiscal Year 2021/2022
PERSONNEL SUPPLIES &OTHER OTHER INTERNAL TOTAL TOTAL
SERVICES SERVICES EXPENSES CAPITAL SERVICE EXPENSE REVENUE NET COST
OTHER FUNDS
Transportation Grants-Gas Tax - - - - 963 963 - 963
2018 Measure A Sales Tax - - - 28,500 13,206 41,706 - 41,706
Advanced Life Support Program - - - - 2,880 2,880 - 2,880
Federal Grants (86,520) 5,601 105,450 - - 24,531 (14,846) 9,685
State Grants - - - - 442 442 - 442
Environmental Services - - - - 1,397 1,397 - 1,397
Public Liability Trust - 165,000 185,000 - - 350,000 - 350,000
CFD 14M-B-EUC Millenia - - - - 479 479 - 479
Open Space District #24 - 1,600 - - - 1,600 - 1,600
Central Garage Fund - 917,600 - 123,500 4,189 1,045,289 (809,600) 235,689
Living Coast Discovery Center - - - - 1,040 1,040 - 1,040
Development Services Fund - - - - 9,042 9,042 - 9,042
Transport Enterprise - 350,000 (350,000) - 30,497 30,497 - 30,497
Sewer Service Revenue - - - - 61,009 61,009 - 61,009
CV Bayfront Finance Authority - 453 - - - 453 (453) -
TOTAL OTHER FUNDS (86,520)$ 1,440,254$ (59,550)$ 152,000$ 125,145$ 1,571,329$ (824,899)$ 746,430$
DEPARTMENT
2022/03/01 City Council Post Agenda Page 194 of 312
2ND QUARTER BUDGET REPORT
FISCAL YEAR 2022
2022/03/01 City Council Post Agenda Page 195 of 312
Fiscal Year 2022
Budgetary Notes
•Sales tax revenue anticipated to increase by approximately
$3.1 million.
•Both Measure A and Measure P Sales Tax both anticipated
to increase by approximately $2.6 million ($5.2M), which
will increase the transfers to those respective funds.
•Transfer to the Pension Reserve Fund of $2.4 million from
the General Fund prior year fund balance in accordance
with City Council Policy 220-09.
22022/03/01 City Council Post Agenda Page 196 of 312
Fiscal Year 2022
Budgetary Notes
•Fire Department expenditures projected to exceed budget
by approximately $5.1 million for a new Fire Academy ($1
million) and projected personnel costs ($3.8 million)
related to additional overtime.
•Higher than anticipated fuel and maintenance costs are
increasing Fleet costs to exceed budget by $0.7 million.
•Republic Services strike impact on Franchise Fee revenues
or expenditures have not been included in the projections
32022/03/01 City Council Post Agenda Page 197 of 312
Fiscal Year 2022
Second Quarter Monitoring Report
General Fund Budget
42022/03/01 City Council Post Agenda Page 198 of 312
General Fund
Revenue Projections
52022/03/01 City Council Post Agenda Page 199 of 312
General Fund
Expenditure Projections
62022/03/01 City Council Post Agenda Page 200 of 312
Fiscal Year 2022
Second Quarter Adjustments
General Fund Significant Budget Adjustments
•Non-Departmental
–Increase revenues by $1.1 million for Motor Vehicle License Fee.
•Fire Department
–Increase of $1.0 million in revenues and expenditures for overtime related to Strike
Teams; and
–Fire Academy expenditures of $986k
•Various Departments
–Increased expenditures of $608k for Internal Service costs due to increased fuel and
maintenance costs.
All proposed adjustments result in a net cost increase for the General Fund of $498,485.
72022/03/01 City Council Post Agenda Page 201 of 312
Fiscal Year 2022
Second Quarter Adjustments
Other Funds Significant Budget Adjustments
•Central Garage Fund –Increase expenditures by $1 million, and revenues by $810k
for increased fuel, maintenance costs, and capital equipment.
•Public Liability Trust-Appropriate $350,000 from fund balance due to higher than
budgeted costs.
All proposed adjustment result in a net cost increase for the Other Funds by $746,430.
82022/03/01 City Council Post Agenda Page 202 of 312
Next Steps
April •Preliminary City Manager Proposed Budget Council Discussion Item
•Fiscal Year 2022 Third Quarter Financial Report
May •Hold public workshop to provide overview of proposed budget
•City Manager Proposed Budget document submitted to Council
•City Council: Present Fiscal Year 2023 All Funds Budget and CIP
Overview
May/June •Public Hearing and Recommend Council adoption of Proposed FY 2023
Budget (All Funds)
92022/03/01 City Council Post Agenda Page 203 of 312
City Council
Comments/Feedback
2022/03/01 City Council Post Agenda Page 204 of 312
v . 0 03 P a g e | 1
March 1, 2022
ITEM TITLE
Waste Reduction Strategic Plan: Approval of the City of Chula Vista’s 2022-2035 Waste Reduction Strategic
Plan, Chula Vista’s Road Plan to Zero Waste
Report Number: 21-0213
Location: No specific geographic location
Department: Economic Development
Environmental Notice: The Project qualifies for a Statutory Exemption pursuant to Section 15262
(Feasibility and Planning Studies) pursuant to the California Environmental Quality Act State Guidelines.
Notwithstanding the foregoing, the activity qualifies for an Exemption pursuant to Section 15061(b)(3) of
the California Environmental Quality Act State Guidelines.
Recommended Action
Adopt a resolution approving the 2022-2035 Waste Reduction Strategic Plan, Chula Vista’s Road Plan to Zero
Waste.
SUMMARY
The City Council of the City of Chula Vista approved a Climate Action Plan in September of 2017 (Resolution
2017-228) which directed staff to develop a Zero Waste Plan for Council consideration. Staff recommends
adoption of the Chula Vista’s 2022-2035 Waste Reduction Strategic Plan, Chula Vista’s Road Plan to Zero
Waste (Attachment A) which consists of six key strategic tasks with 39 proposed actions that will further
divert the amount of wasted resources Chula Vista residents and businesses send to the Otay Landfill.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
(CEQA) and it has been determined that the proposed action, approval of the 2022-2035 Waste Reduction
Strategic Plan, falls under a Statutory Exemption pursuant to Section 15262 (Feasibility and Planning
Studies) of the State CEQA Guidelines. Thus, no further environmental review is required. Notwithstanding
the foregoing, it has also been determined that the activity qualifies for an Exemption pursuant to Section
15061(b)(3) of the California Environmental Quality Act State Guidelines.
2022/03/01 City Council Post Agenda Page 205 of 312
P a g e | 2
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
The Sustainability Commission reviewed the Zero Waste Plan and recommended its adoption by the City
Council.
DISCUSSION
Zero Waste Background
The Zero Waste International Alliance definition of Zero Waste served as a guiding principle in developing
this Chula Vista’s 2022-2035 Waste Reduction Strategic Plan, Chula Vista’s Road Plan to Zero Waste (Plan).
It identifies three key sustainability and reduction goals: 1) Reduce the volume and toxicity of waste by
eliminating them in the first place; 2) Reuse materials and products for their original intended uses and then
reuse them for other uses before recycling; and 3) Recycle or compost all remaining materials to their highest
and best use after they have been reduced and reused as much as possible.
The success of Zero Waste efforts requires the concept of "waste" to be redefined. In the past, waste was
considered a natural and unavoidable byproduct to be discarded however, today we recognize that these
materials are valuable “resources” that can be made available for new uses. These resources are a byproduct
of a design methodology that did not consider the total lifecycle of a product or material. In the name of
consumer and manufacturer convenience, valuable resources were discarded instead of reused, repaired, or
recycled.
Zero Waste is an ideology based on ideas and science that supports a design framework that promotes not
only reuse, recycling, and conservation, but also, and more importantly, emphasizes sustainability by
considering the entire life-cycle of products that are cradle-to-cradle (circular) not cradle-to-grave (linear).
Zero Waste is not necessarily solely 100 percent recycling and composting, but shifts the focus to waste
reduction, product redesign, and elimination of wasteful practices.
These planning goals compliment the philosophy of “People, Planet and Prosperity” which the Plan has
adopted and serves as the triple bottom line to achieve, social, environmental, and economic sustainability
locally and globally.
Chula Vista’s Efforts
The City is committed to implementing an overarching waste reduction plan with a goal of 90 percent
diversion by 2035 consistent with the 2017 Climate Action Plan. This goal is challenging for a growing city
and exceeds the state’s goal of 75 percent. Chula Vista’s Plan outlines a strategy focused on six key tasks that
include 39 specific measurable short-term, medium-term, and long-term actions to reduce, reuse, repurpose,
and recycle materials that would otherwise be sent to the landfill. The Plan includes the estimated reduction
of wastes in tons diverted from the landfill and made available for new uses with the corresponding
reduction of greenhouse gas (GHG) from implementing these actions. These actions will be coupled with the
City’s current waste reduction activities to further enhance efforts to achieve Zero Waste.
The Plan is a living document, which can be modified as needed to better meet waste diversion goals and
serve the community. After five years, a reevaluation will be conducted to determine if actions should be
discontinued or revised. Chula Vista City Council and the public will remain updated on the ongoing progress
and implementation efforts through concise evaluations and reports prepared every three years.
2022/03/01 City Council Post Agenda Page 206 of 312
P a g e | 3
Since the early 1990s Chula Vista has implemented various plans to divert wastes from landfill disposal. Past
efforts have included goals, public education programs (businesses and residents), a City operations waste
reduction plan, implementing mandatory recycling ordinances, and lobbying for state legislation. The City
took an additional step to specifically determine the types of materials that are in its waste stream by
conducting a waste characterization study in 2016. This study found that Chula Vista’s waste stream
composition is comparable to the State of California’s waste stream as compared to studies deployed by
California’s Department of Resources Recycling and Recovery (CalRecycle) in 2014 and 2018.
Stakeholder Outreach Efforts
To inform the community about this draft Plan, a public outreach campaign was conducted beginning in July
that ran through the 60-day formal public comment period from Aug. 2-Sept. 30. Information disseminated
focused on creating interest and encouraging the community to read the plan and provide input. Outreach
and public engagement efforts included:
• Press releases issued (August and September) to 35 media members (editors/reporters) for
newspapers, radio/TV, online media, and key organizations that provide this type of news to their
employees and members. An announcement was published in the South County Happenings of the
San Diego Union-Tribune.
• Social media posts with Zero Waste-oriented photos and graphics were created and modified for
specific use on Facebook, Twitter, and Instagram. Posts were issued by the City’s “thinkchulavista”
and “CLEAN” outlets twice weekly during the public comment period. Data from the top performing
posts show that there were over 18,000 impressions with an estimated reach of over 10,000 people.
• Newsletter articles published in the August and September in the City’s Community Newsletter and
CLEAN Newsletter.
• CLEAN Sustainability Series live webinar featuring the draft Zero Waste Plan.
• In-person or virtual presentations to community organizations including: Chula Vistas’ Chamber of
Commerce First Friday Breakfast, Commission on Aging, Healthy Chula Vista Commission, Parks and
Recreation Commission, Chula Vista Kiwanis, Bonita Kiwanis, Chula Vista Rotary, Chula Vista
Women’s Club, Chula Vista Chamber of Commerce’s Public Policy Committee, Board of Directors and
a presentation to the Chamber’s members in City Hall Council Chambers which was made available
for viewing on the City’s website.
Plan Strategies and Actions
The Plan consists of six key strategic tasks with 39 proposed actions. The tasks are interrelated with a strong
educational component.
• Task 1 – Promote and Support Reduction and Reuse
This task includes actions to conduct information campaigns to encourage reuse; expand Fix-It clinics to
repair consumer products; and work with retails stores and other businesses to reuse and repurpose items
routinely discarded.
2022/03/01 City Council Post Agenda Page 207 of 312
P a g e | 4
• Task 2 – Reduce the Use of Toxic Materials
This task aims to conduct an annual campaign with specific information to reduce use of toxic materials and
products, creating digital educational campaigns and increase the collection of toxic materials annually at
the City’s Household Hazardous Waste Facility.
• Task 3 – Promote and Educate on Zero Waste Principles
Key actions include Zero Waste workshops (live and virtual); collaboration with schools to conduct waste
reduction educational sessions and annual workshops during Earth Month; developing a Chula Vista Zero
Waste Champion recognition program and creating Zero Waste guidelines for building deconstruction.
• Task 4 – Support the Recycling Industry as an Innovative Engine for Regional Economic Development
Under this task actions are focused on collaborating with local jurisdictions and regional economic
development organizations to create partnerships that will promote, attract, and locate materials recycling
businesses in Chula Vista and South County; facilitate Recycling Market Development loans for recycling and
materials management facilities through a State program; and work with Republic Services to research and
develop a Resource Recovery Facility at the Otay Landfill that will serve as a hub for resource recovery and
reuse of materials.
• Task 5 – Improve Education in Trash and Recycling Programs
The focus of this task is to reach residents and businesses in Chula Vista by conducting multi-faced “Recycle
Right” information campaigns to reinforce behavior change and conduct multiple on-site audits of businesses
annually on proper recycling, food waste management and other waste reduction efforts.
• Task 6 – Keep Organic Materials Out of Landfills
This task is focused on the implementation of food waste/organic waste collection and processing programs
for residents and businesses in coordination with Republic Services. The approach begins with an education-
first approach for compliance, executing an edible food recovery program for food generating businesses,
and utilizing smart technologies to increase participation.
How will this plan help Chula Vista?
Estimated results from full implementation of the 6 tasks above would reduce waste tonnage and GHG
emissions. The total tonnage of resources diverted from the landfill that this plan proposes will equate to is
84,810 tons annually, this is equivalent to 8,481 Republic Services trash trucks. The estimated corresponding
reduction in GHG emissions is 141,353 metric tons and equals nearly 16 million gallons of gasoline
combusted annually.
In conclusion, staff requests adoption of the 2022-2035 Waste Reduction Strategic Plan, Chula Vista’s Road
Plan to Zero Waste to begin implementing the actions and measures to help the City reduce waste while
engaging residents, businesses to thoughtfully reuse and recycle materials and motivate to the use of more
durable, repairable, reusable, recycled, and recyclable products.
2022/03/01 City Council Post Agenda Page 208 of 312
P a g e | 5
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no Current Fiscal Year impact.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact to the General fund by adopting this plan
ATTACHMENTS
A) Attachment A: 2022-2035 Waste Reduction Strategic Plan, Chula Vista’s Road Plan to Zero Waste
Staff Contact: Manuel Medrano, Environmental Services Manager, Economic Development Department
2022/03/01 City Council Post Agenda Page 209 of 312
2022-2035
Waste Reduction
Strategic Plan
CHULA VISTA’S
ROAD PLAN
TO ZERO WASTE
www.chulavistaca.gov/clean
JANUARY
2022/03/01 City Council Post Agenda Page 210 of 312
TABLE OF CONTENTS
3
4
6
Chula Vista’s Road Plan to Zero Waste
EXECUTIVE SUMMARY
Purpose and Key Goal
ZERO WASTE
BACKGROUND AND BENEFITS
What is Zero Waste?
State of California Waste Reduction Legislation
Overview of the Waste Stream from
Beginning to End
Factors Impacting Waste Diversion
and Recycling
Overall Chula Vista Waste Composition
— Exhibit 1
Recoverability Analysis for Overall Chula
Vista Waste Stream — Exhibit 2
Recoverability Classifications by Material
— Table 1
Zero Waste Plan Opportunities for Chula
Vista — Including Recovered Materials
Twelve Market Categories and Percentages
of Discarded Materials — Exhibit 3
Producer Responsibility and Packaging
Potential Savings in Tons of Waste and
Green House Gas Emissions
Summary of Diverted Tons Based on Zero
Waste Plan Actions — Table 2
Greenhouse Gas Emission Reductions
Estimated Reduction in MTCO2 by Zero
Waste Task — Table 3
ZERO WASTE GOAL:
CHULA VISTA’S ROLE
Support for a Holistic Approach
26
51
53
54
60
6
8
9
ZERO WASTE PLAN
STRATEGIES AND ACTIONS
Task 1. Promote and Support
Source Reduction and Reuse
Task 2. Reduce the Use of
Toxic Materials
Task 3. Promote and Educate
on Zero Waste Principles
Task 4. Support the Recycling
Industry as an Innovative Engine for
Regional Economic Development
Task 5.Improve Education in
Trash and Recycling Programs
to Reduce Contamination
and Increase Diversion
Task 6.Keep Organic
Materials Out of Landfills
CONCLUSION
REFERENCES
APPENDIX A —
SUMMARY OF FUTURE
PLANNED ACTIONS
ACKNOWLEDGEMENTS
28
35
39
43
45
48
22
24
10
12
13
14
15
16
17
18
20
21
21
2022/03/01 City Council Post Agenda Page 211 of 312
3
The City of Chula Vista (the City) was among
the first local governments in the world to
formulate a strategic plan addressing threats
and impacts from climate change. When the
City introduced its first Climate Action Plan
in 2000, the visionary planning initiative
was rooted in clear data and proactive
care for the community and the planet.
In September 2017, the City approved an
updated Climate Action Plan (Resolution 2017-
186) to update the original plan and recommend
that City sta develop a Zero Waste Plan for
Council approval. This action followed the
original Carbon Dioxide Reduction Plan (2000),
Climate Mitigation Plans (2008) and Climate
Adaptation Plans (2011). In 2011, Chula Vista
served as a founding member of the San Diego
Regional Climate Collaborative, a network for
public agencies funded by the National Science
Foundation that works with academia, nonprofi t
organizations, and business and community
leaders to share expertise and leverage resources
toward advancing climate change solutions.
Since 2000, Chula Vista’s forward-thinking
steps, regional leadership, and sustained
practice of regularly monitoring greenhouse gas
(GHG) emission inventories have helped guide
implementation of the City’s prescient Climate
Action Plan as well as development of this
Zero Waste Plan more than two decades later.
EXECUTIVE
SUMMARY
Message from
the City Manager
The City of Chula Vista’s Zero
Waste Plan presents a unique
opportunity to carry on the
progressive transformation
needed by our community to more
e ectively manage our waste
stream while also combating climate change. The Zero
Waste concept considers the life cycle of a product to
emphasize roles for the producer, supply chain and end
user. How to reuse, repurpose and recycle products is an
important part of Zero Waste planning.
As called for in the City’s 2017 Climate Action Plan,
developing and implementing a comprehensive Zero
Waste Plan over the next decade and beyond will help
us meet our goals of a cleaner, healthier, and more
manageable environment. This approach expands our
existing programs and brings in new ideas and actions
under one umbrella that is executable and measurable.
The goal of 90 percent waste diversion is a big
leap forward and a major challenge for all sectors
of our community - residents, businesses, local
organizations, academic institutions, and our City
government. It involves all these sectors working
together to meet our recycling and waste diversion
goals and provide long-term benefits for all.
Thank you for helping the City meet this goal.
Sincerely,
Maria V. Kachadoorian
Chula Vista City Manager
Chula Vista was the fi rst city to plan with sea level rise in mind, putting its comprehensive
Climate Action Plan into place.“2050 is Calling” Report, Climate Education Partners (CEP)
2022/03/01 City Council Post Agenda Page 212 of 312
Purpose and Key Goal
The Chula Vista Zero Waste Plan seeks 90% waste
diversion by 2035, consistent with the goals set
by the City’s Climate Action Plan. The purpose of
this Plan is to recommend specifi c approaches and
short- to long-term actions to help the City achieve
this goal. The City seeks to maximize e orts to
increase the reuse of materials and recycling e orts
to further divert the amount of wasted resources
Chula Vista residents send to the Otay Landfi ll. Our
e orts will lessen environmental impacts by reducing
the amount of GHGs entering the atmosphere to
exacerbate global warming, while creating healthier
communities, and spurring economic activity.
Implementation of a Zero Waste Plan
will combat the current wasteful
and ine cient system of “extract,
consume, and discard.” The City
is committed to implementing an
overarching waste reduction plan
to achieve Zero Waste by 2035.
Our Zero Waste Plan goal exceeds
the state’s goal of 75% in the same
timeframe. To achieve this, detailed
and measurable Zero Waste Plan
Strategies and Actions are included in
this plan, presented as six key tasks.
Each task contains specifi c actions
and includes the estimated reduction
of corresponding GHG emissions.
Each of the steps outlined
in the Zero Waste Plan
support Chula Vista’s
visionary culture shift
to achieve the multi-
faceted, long-term benefits
of prepared, climate-
conscious communities.
4
2022/03/01 City Council Post Agenda Page 213 of 312
These actions, coupled with the City’s current
waste reduction activities, will further
enhance efforts to achieve our Zero Waste
goals. Each action will incorporate innovative
technologies aligned with the City of Chula Vista
Smart City Goals, wherever appropriate.
Implementation of the Zero Waste Plan also presents
an opportunity for all sectors of our community – from
academic institutions, nonprofit groups, the private
sector, and other organizations – to develop innovative
practices and technologies that the City can employ to
achieve waste reduction improvements for everyone.
Implementation of the Zero Waste Plan will include
the City’s goals and eorts to include and be mindful of
social equity for all residents and businesses.
5
This Plan follows Zero Waste best practices by
considering “People, Planet, and Prosperity”
as the “triple bottom line” to achieving social,
environmental, and economic sustainability on a
local and global basis. This emphasis helps to guide
our Zero Waste Plan to support and contribute
to the development of a more sustainable
and green local economy and community.
The six key tasks presented in this plan include
a mix of specific short-term, medium-term
and long-term actions that will help to reduce,
reuse, recycle and further divert resources
being wasted and sent to the Otay Landfill. Over
time, we will continue to lessen environmental
impacts through concerted actions to reduce
the amount of GHGs entering our atmosphere.
This will all result in a cleaner environment and
healthier community for Chula Vista residents,
businesses and visitors, for generations to come.
By recognizing and building upon Chula Vista’s
legacy of leadership in sustainability, this Plan
and our collaborative eorts can continue to
implement actions that will continue to evolve our
community mindset around resource management
over the next decade and beyond. Each of the
steps outlined in this plan continue to support
Chula Vista’s visionary culture shift to achieve
the multi-faceted, long-term benefits of prepared,
climate-conscious communities. After five years
a reevaluation will be conducted to determine
the validity of the actions in the Zero Waste
Plan. Actions could be discontinued or revised.
The Zero Waste Plan will be flexible allowing
for development of new, innovative actions. The
City Council and public will remain updated on
the ongoing progress of implementation eorts
through concise evaluations and reports prepared
every three years.
2022/03/01 City Council Post Agenda Page 214 of 312
The first step toward the future we seek to create is for an
understanding of the terminology and goals presented in
this Plan. The City recognizes the definition of Zero Waste
presented by the Zero Waste International Alliance as,
“The conservation of all resources by means
of responsible production, consumption,
reuse, and recovery of products, packaging,
and materials without burning and with no
discharges to land, water, or air that threaten
the environment or human health.”
What is Zero Waste?
ZERO WASTE
BACKGROUND AND BENEFITS
The U.S. EPA
estimates that
every ton of waste
buried in a landfill
generates an
average of 20 tons
of waste as part
of its “upstream”
production.
6
2022/03/01 City Council Post Agenda Page 215 of 312
7
In the past, waste has been
considered a natural and unavoidable
byproduct to be discarded. These
materials are now recognized as
valuable “resources” available for new
uses. Materials that were wasted in
the past may also be the byproduct
of design methodologies that do
not consider the total lifecycle of a
product or material. These valuable
resources often end up discarded
and wasted due to consumer and
manufacturer convenience instead
of being reused, repaired, or recycled.
In addition, the amount of material
discarded is just a portion of the
resources used to create the product.
Zero Waste planning is based on science-backed design
frameworks that promote reuse, recycling, and conservation
programs with measured improvements and success.
Zero Waste programs over the decades have emphasized
sustainability throughout the entire life cycle of a product,
shifting the focus from 100% recycling and composting to
waste reduction, product redesign, and overall elimination of
wasteful practices. Such frameworks can reduce generations
of wasted resources while also maximizing the diversion
of reusable resources from landfi lls in our communities.
In an ideal Zero Waste system, any materials that cannot
be easily and conveniently reduced, reused, recycled,
or composted are either returned to the manufacturer
directly or through retail channels, or are no longer
used. Complete Zero Waste may not be fully attainable.
However, the goal allows us to focus our planning on three
proven objectives that have helped communities achieve
signifi cant sustainability and waste reduction goals:
Reduce the volume and toxicity of waste
by eliminating them in the fi rst place.
Use materials and products for their
original intended uses and then reuse
them for other uses before recycling.
Recycle or compost all remaining materials
to their highest and best use after they have
been reduced and reused as much as possible.
The City’s Zero Waste planning recognizes the
importance of fostering local and regional public-
private partnerships to continue supporting established
and forthcoming infrastructure and services
needed to accomplish our sustainability goals.
1
2
3
2022/03/01 City Council Post Agenda Page 216 of 312
State of California
Waste Reduction Legislation
2016
The California Integrated Waste
Management Act of 1989 (AB 939) required
that all California jurisdictions achieve a
landfill diversion rate of 50% by the year 2000;
and to reduce, reuse, recycle, and compost all
discarded materials to the maximum extent
feasible prior to sending materials to landfills
or using other destructive disposal methods.
Senate Bill 1383 (SB 1383) was
adopted in 2016 and sets the target
goals to reduce organics waste
in landfi lls with a 50% reduction
statewide by 2020 and a 75%
reduction by 2025. The legislation
attempts to fi x a lack of progress in
reaching recycling goals statewide.
Full implementation of SB 1383
is anticipated to occur in 2022.
Assembly Bill 341 requires GHG reduction
by diverting commercial solid waste
to recycling e orts and to expand the
opportunity for additional recycling services
and recycling facilities in California.
Senate Bill 1826
requires businesses to
arrange for organic waste
recycling services.
201420111989
8
2022/03/01 City Council Post Agenda Page 217 of 312
9
A 2016 U.S. Environmental Protection Agency
(U.S. EPA) report covering the economics of
recycling estimated that every ton of waste
buried in a landfi ll generates an average of 20 tons
of waste as part of its “upstream” production.
Another study estimated that for every ton of
material landfi lled locally, 71 tons of wasted
resources are generated upstream during
the mining, manufacturing, and distribution
processes. Electronics may generate up to 1,000
tons of wasted material upstream for every
ton of fi nished product. Reducing, reusing, and
recycling uses less energy than extracting and
processing raw materials. Therefore, making
new products from used materials saves
energy and reduces GHG emissions. Similarly,
products made from recycled materials require
less energy to produce than the same products
made from raw resources and materials.
Examples of resources and materials that can be
recycled include aluminum, steel, cardboard, and
paper products. Fourteen tons of GHG emissions
are created for every ton of raw aluminum
produced, while using recycled aluminum to create
a product or material creates 95.9% less GHGs.
Making products or materials from recycled steel
creates 81% less GHGs than extracting raw iron to
make the same steel product. Recycled cardboard
products create 55.3% less GHGs, and recycled
paper products produce 61.5% less GHGs.
Reducing short-lived uses of
materials that clog our landfills
makes sense for a community that
values sustainability and seeks to
achieve GHG reduction goals.
Overview of the
Waste Stream from
Beginning to End
95.9%
less GHGs
produced from
recycled aluminum
81%
less GHGs
produced from
recycled steel
55.3%
less GHGs
produced from recycled
cardboard products
61.5%
less GHGs
produced from recycled
paper products
2022/03/01 City Council Post Agenda Page 218 of 312
If strong waste diversion and
recycling programs are not in
place when the local population
increases, higher levels of
materials will be disposed of in
landfills throughout the state.
Factors Impacting Waste
Diversion and Recycling
A 2019 report from the California Department
of Resources Recycling and Recovery
(CalRecycle) documented the state’s recycling
goal of 50% landfill diversion (reached in
2012) fell to 44% in 2017. The California
Department of Finance also added a warning to
this report about increasing landfill disposal.
The report cautions that as labor markets, real
estate markets, and residential construction
continue to grow steadily, solid waste
generation will also continue to increase. If
strong waste diversion and recycling programs
are not in place when the local population
increases, higher levels of materials will be
disposed of in landfills throughout the state.
In 2001, the California Integrated Waste
Management Board (now CalRecycle) set a
goal of “Zero Waste” in its strategic plan for
the state. As CalRecycle adopted this waste
reduction target, many counties and cities
have gradually adopted a goal of achieving
Zero Waste in response, including the counties
of San Francisco, Santa Cruz and San Luis
Obispo; the cities of Palo Alto, Oakland and
Los Angeles, as well as local cities, including
San Diego, Oceanside and El Cajon. Each
jurisdiction identified strategies to reach
Zero Waste, which coincides with the over-
arching goal of each successive generation
leaving a smaller ecological footprint than
the previous generation. Chula Vista’s
recycling rate of 62% in 2016 had decreased
to 61% in 2019. Implementing the Zero Waste
Plan is intended to counter this trend.
10
2022/03/01 City Council Post Agenda Page 219 of 312
11
The updated Chula Vista Climate Action Plan in 2017
called for a Zero Waste Plan, guiding the City to begin
planning while also considering factors that greatly a ected
the waste and recycling industry. A subsequent decline in
recycling markets and the slow development of regional
and local infrastructure to manage organic waste posed
challenges to creating an adequate plan with reachable
targets. Since 2018, China’s National Sword policy, China
has set new strict limits and contamination standards on
imported recyclable material at a 0.5% contamination rate.
This resulted in restrictions to waste import licenses and
more stringent inspections of imported materials (including
cardboard, newspaper, mixed paper, and low-grade plastics).
These actions have impacted markets for recyclable
materials and will require improvements to Chula Vista’s
recycling programs and practices to handle the increase.
While this Zero Waste Plan presents signifi cant target goals,
the Chula Vista community can look back to data compiled
and successful sustainability programs to guide our steps
forward. Since the early 1990s, Chula Vista has implemented
various plans to divert its waste from landfi ll disposal. These
e orts include adoption of a Source Reduction Recycling
Element which outlined 25 short-term goals and 50 long-
term waste reduction goals, public education programs, a City
operations waste reduction plan, conducting residential and
business waste reduction programs, implementing mandatory
recycling ordinances, and lobbying for state legislation.
A Waste Characterization Study was completed in 2016
to measure the e ectiveness of the Chula Vista’s waste
minimization strategies and programs. Waste sampling was
conducted at the Otay Landfi ll in 2015. The sampling program
consisted of hand sorting 89 waste samples, each weighing
approximately 200 pounds. The study estimated the overall
composition of waste materials generated by single family
and multi-family residents, commercial businesses, and waste
self-hauled to the landfi ll. Results provided a breakdown of
materials in the waste stream as presented in Exhibit 1
(page 12). The composition of the waste stream in Chula Vista
is similar to waste streams characterized by CalRecycle in
2014 and 2018 in studies of 34 landfi lls throughout the state.
The composition of
the waste stream in
Chula Vista is similar
to waste streams
characterized by
CalRecycle in 2014
and 2018 in studies
of 34 landfills
throughout the state.
2022/03/01 City Council Post Agenda Page 220 of 312
40.7% Other Organics
21.7% Paper
15.5% Plastic
7.3% Mixed Residue
5.8% Inerts & Other
3.4% Metal
2.9% Glass
2.1% Electronics
0.6% Special Waste
0.1% HHW
Other Organics 40.7%
Paper 21.7%Plastic 15.5%
Mixed Residue 7.3%
Inerts & Other 5.85
Metal 3.4%
Glass 2.9%
Electronics 2.1%
Special Waste 0.6%
HHW 0.1%40.7% Other Organics
21.7% Paper
15.5% Plastic
7.3% Mixed Residue
5.8% Inerts & Other
3.4% Metal
2.9% Glass
2.1% Electronics
0.6% Special Waste
0.1% HHW
Other Organics 40.7%
Paper 21.7%Plastic 15.5%
Mixed Residue 7.3%
Inerts & Other 5.85
Metal 3.4%
Glass 2.9%
Electronics 2.1%
Special Waste 0.6%
HHW 0.1%
40.7%
21.7%
15.5%
7.3%
5.8%
3.4%
2.9%
2.1%
0.6%
0.1%
Other Organics 40.7%
Paper 21.7%Plastic 15.5%
Mixed Residue 7.3%
Inerts & Other 5.85
Metal 3.4%
Glass 2.9%
Electronics 2.1%
Special Waste 0.6%
HHW 0.1%Other Organics
Paper
Plastic
Mixed Residue
Inerts & Other
Metal
Glass
Electronics
Special Waste
HHW
40.7%
21.7%
15.5%
7.3%
5.8%
3.4%
2.9%
2.1%
0.6%
0.1%
Other Organics 40.7%
Paper 21.7%Plastic 15.5%
Mixed Residue 7.3%
Inerts & Other 5.85
Metal 3.4%
Glass 2.9%
Electronics 2.1%
Special Waste 0.6%
HHW 0.1%Other Organics
Paper
Plastic
Mixed Residue
Inerts & Other
Metal
Glass
Electronics
Special Waste
HHW
Overall Chula Vista Waste Composition
— Exhibit 1
40.7% Other Organics
21.7% Paper
15.5% Plastic
7.3% Mixed Residue
5.8% Inerts & Other
3.4% Metal
2.9% Glass
2.1% Electronics
0.6% Special Waste
0.1% HHW
Other Organics 40.7%
Paper 21.7%Plastic 15.5%
Mixed Residue 7.3%
Inerts & Other 5.85
Metal 3.4%
Glass 2.9%
Electronics 2.1%
Special Waste 0.6%
HHW 0.1%
40.7%
21.7%
15.5%
7.3%
5.8%
Note: HHW – Household Hazardous Waste
Due to rounding the total percentage of waste materials is 100.1 percent.
The 2016 Waste
Characterization Study also
evaluated the recoverability
of materials disposed
of based on materials
accepted as part of the
City’s recycling program at
that time. Recoverability
refers to materials in the
waste stream that are
recyclable or compostable.
Overall, about 66% of the
City’s waste stream is
recoverable for recycling
(21.8%) and composting
(44.4%) using City
programs utilized in 2016.
A breakdown of the
recyclable and compostable
portions of the waste stream
is presented in Exhibit 2
(page 13). Paper was the
most signifi cant portion
of the materials that could
be captured for recycling
(10.4%) while Edible Food
waste (28.2%) comprised
the largest portion from
the compostable waste
stream. Four recoverability
classifi cations were
determined by material:
compostable, recyclable,
potentially recoverable
and non-recoverable.
Potentially recoverable
materials refer to disposed,
discarded items that
can be reused or applied
to new purposes.
12
3.4%
2.9%2.1%
0.6%
0.1%
2022/03/01 City Council Post Agenda Page 221 of 312
13
44.4%Compostable 16.2%Potentially Recoverable 17.7% Non-Recoverable 21.8%Recyclable
Recoverability Analysis for Overall Chula Vista Waste Stream
— Exhibit 2
Paper
Plastic
Glass
Metal
Electronics
10.4%
3.6%
2.9%
2.8%
2.1%
Analysis of Recyclable Material
in the Waste Stream
Analysis of Compostable Material
in the Waste Stream
These four classifications provide the basis for developing and implementing programs to divert materials from the landfill and
recover them for other uses. The chart on page 14 lists the recoverability classifications by material, as reported in the 2016 report.
16.2%
44.4%
21.8%
16.2%
44.4%
21.8%
17.7%
44.4%
16.2%
17.7%
21.8%
17.7%17.7%
16.2%
44.4%
21.8%
17.7%
28.2%
11%
2.5%
1.7%
1%
Food
Compostable Paper
Leaves & Grass
Branches & Stumps
Prunings & Trimmings
17.7%
2022/03/01 City Council Post Agenda Page 222 of 312
Recoverability Classifications by Material
— Table 1
Compostable
• Food Waste
• Leaves and Grass
• Prunings and
Trimmings
• Branches/Stumps
• Manures
• Other Misc. Paper:
Compostable
• Remainder/
Composite Paper:
Compostable
Recyclable
• Uncoated Corrugated
Cardboard
• Paper Bags
• Newspaper
• White Ledger Paper
• Other O ce Paper
• Magazines and Catalogs
• Phone Books and
Directories
• Other Misc. Paper:
Other
• Remainder and
Composite Paper:
Rigid Food &
Beverage Cartons
• PETE #1 Containers
(CRV/non)
• HDPE #2 Containers
(CRV/non)
• Misc. Plastic
Containers (CRV/non)
• Clear, Brown, Green,
Colored Bottles/
Containers (CRV/non)
• Tin/Steel Cans
(CRV/non)
• Major Appliances
• Other Ferrous
• Aluminum Cans
(CRV/non)
• Other Non-Ferrous
• Electronics
• Household Hazardous
Waste
P otentially Recoverable Non-Recoverable
• Plastic Trash Bags
• Flat Glass
• Remainder/Composite
Glass
• Remainder/Composite
Metal
• Remainder/Composite
Organic
• Concrete
• Asphalt Paving and
Roofi ng
• Gypsum Board
• Rock/Soil/Fines
• Remainder/Composite
Inerts & Other
• Ash
• Treated Medical
Wastes
• Remainder/Composite
Special Waste
• Mixed Residue
• Remainder/Comp. Paper
• Plastic Grocery and
Merchandise Bags
• Non-Bag Commercial &
Industrial Packaging Film
• Film Products
• Other Film: Flexible
Plastic Pouches
• Other Film: Other
• Durable Plastic Items:
#2 & 5 Bulky Rigids
• Durable Plastic Items:
Other
• Remainder/Composite
Plastic
• Used Oil Filters
• Textiles
• Carpet
• Clean Dimensional
Lumber
• Clean Engineered Wood
• Clean Pallets and Crates
• Other Wood Waste
• Tires
• Concrete*
• Asphalt Paving*
• Asphalt Roofi ng*
• Gypsum Board*
• Rock/Soil/Fines*
Results from the 2016
study provide a reasonable
guideline for understanding
di erent types of waste
materials. However, this
data does not reflect
population and economic
growth, and a corresponding
increase in the collection
of disposed materials. For
planning purposes, the 2018
total of 146,002 tons of
waste materials collected
through commercial and
residential pickup operations
serves as the baseline for
Zero Waste planning.
14
*NOTE: Today, these materials
are considered Potentially
Recoverable instead of Non-
Recoverable as in 2016.
2022/03/01 City Council Post Agenda Page 223 of 312
15
With the overarching goal of GHG
(greenhouse gas) reduction to combat
climate change, this Zero Waste
Plan helps to lessen environmental
impacts by implementing benefi cial
tasks that help to reduce the amount
of GHGs entering the atmosphere.
These programs also help to create
healthier communities and spur local
economic activity.
Keeping recyclable materials,
especially organics, out of landfi lls
is key toward meeting the State of
California’s emission reduction goals.
Decomposing organic materials
in landfi lls release methane, the
predominant gas produced by our
landfi lls. According to CalRecycle,
landfi lls emit 20% of the state’s
total methane gas released into the
atmosphere. CalRecycle considers
methane to be a climate super
pollutant that is 84 times more potent
as a GHG than carbon dioxide.1
Most organic materials can be
processed for reuse and are turned
into compost or energy as biogas for
electricity and transportation fuel.
Using compost for landscape and
agricultural purposes reduces water
use, prevents soil erosion, avoids the
use of chemical fertilizers, and further
reduces impacts of GHGs.
Zero Waste Plan
Opportunities for Chula
Vista — Including
Recovered Materials
Management of
discarded materials
and products is
an environmental
necessity to help
achieve Zero
Waste goals.
Equally important
are the economic
opportunities this
approach provides.
Opportunities for
Recovered Materials
Management of discarded
materials and products is
an environmental necessity
to help achieve Zero Waste
goals. Equally important are
the economic opportunities
this approach provides.
Applying the 2016 Waste
Characterization Study to the
City of Chula Vista’s 146,002
tons of waste disposed of in
2018, Exhibit 3 (page 16) shows
the 12 types of materials
and the percentages when
disposed in the Otay Landfill.
Organics, including non-
recyclable and food-soiled
paper, composes half of
the material disposed into
the landfill that could be
composted and/or digested.
As such, opportunities exist
for organics recovery systems
and for reuse of materials
already discarded.
1 https://www.calrecycle.ca.gov/organics/slcp 2022/03/01 City Council Post Agenda Page 224 of 312
Twelve Market Categories and Percentages
of Discarded Materials — Exhibit 3
This listing identifi es
available materials
generated that could
be recoverable via
private investment in
recycling processes
to create value-added
material or products
in Chula Vista and the
region at large.
As recoverability,
reuse, recycling,
and composting of
discarded materials
increases, e orts to
achieve Zero Waste
goals are improved,
as these materials are
kept out of the landfi ll.
In turn, this can lead
to creation of jobs
to support recycling
businesses in Chula
Vista and the South
Bay. Investment in
this industry could
spur further economic
development to bring
in new facilities
that remanufacture
sorted and discarded
materials into raw
materials or products.
Paper 29%
Plant Debris 7%
Putrescibles (Food) 15%
Wood 4%
Ceramics 2%
Soils 1%
Metals 5%
Glass 3%
Polymers 15%
Textiles 5%
Chemicals 1%
No Market 10%
Reuse 3%
29%
15%
15%
10%
7%
5%
5%
4%
3%
3%
2%
1%
1%
Paper
Putrescibles (Food)
Polymers
No Market
Plant Debris
Textiles
Metals
Wood
Glass
Reuse
Ceramics
Soils
Chemicals
16
Paper 29%
Plant Debris 7%
Putrescibles (Food) 15%
Wood 4%
Ceramics 2%
Soils 1%
Metals 5%
Glass 3%
Polymers 15%
Textiles 5%
Chemicals 1%
No Market 10%
Reuse 3%
29%
15%
15%
10%
7%
5%
5%
4%
3%
3%
2%
1%
1%
Paper
Putrescibles (Food)
Polymers
No Market
Plant Debris
Textiles
Metals
Wood
Glass
Reuse
Ceramics
Soils
Chemicals
Paper 29%
Plant Debris 7%
Putrescibles (Food) 15%
Wood 4%
Ceramics 2%
Soils 1%
Metals 5%
Glass 3%
Polymers 15%
Textiles 5%
Chemicals 1%
No Market 10%
Reuse 3%
29%
15%
15%
10%
7%
5%
5%
4%
3%
3%
2%
1%
1%
Paper
Putrescibles (Food)
Polymers
No Market
Plant Debris
Textiles
Metals
Wood
Glass
Reuse
Ceramics
Soils
Chemicals Paper 29%Plant Debris 7%Putrescibles (Food) 15%Wood 4%Ceramics 2%Soils 1%Metals 5%Glass 3%Polymers 15%Textiles 5%Chemicals 1%No Market 10%Reuse 3%29%15%15%10% 7% 5% 5% 4%3% 3%2%1% 1% Paper Putrescibles (Food) Polymers No Market Plant Debris Textiles Metals Wood Glass ReuseCeramics Soils Chemicals 3%
10%
4%
7%
29%
15%
5%
5%
15%
3%
2%
1%
1%
2022/03/01 City Council Post Agenda Page 225 of 312
17
Producer Responsibility
and Packaging
As a coastal community it is important
to realize that over 30% of roadside
litter is plastic and plastic bags which
are among the top three items found
littered on beaches and in storm drains
and waterways.
A significant amount of work needs to be
done to encourage producers and retailers
to take responsibility for products and
packaging that are not safe or suitable for
landfilling. Currently, many packaging
items (film plastics and polystyrene) have
no markets in the region; therefore, much
of this material is sent to the landfill or
ends up in the environment as trash. As
a coastal community, it is important to
realize that over 30% of roadside litter
consists of plastic and plastic bags, which
are among the top three items found
littered on beaches and in storm drains
and waterways. Federal Clean Water Act
policies prohibit these materials from
entering our storm drain systems. Plastic
also breaks down into smaller pieces,
which can end up in the food chain.
Producer responsibility programs could
have “take-back” elements where producers
are responsible for the full life of the
products and packaging. This could include
developing markets for these materials for
reuse or recycling. In lieu of such actions,
products could be banned or gradually
eliminated from use in Chula Vista based
on being an environmental health hazard.
Consumer voices are powerful and can be
expressed via social media posts or emails
directly to manufacturers’ management sta
or customer service departments to express
the need for full producer responsibility.
2022/03/01 City Council Post Agenda Page 226 of 312
It is estimated that
an additional 84,810
tons of material could
be diverted from
local landfill disposal
each year. This would
decrease Chula Vista’s
disposal rate to 2.4
pounds per person per
day, a diversion rate
equivalent to 77%.
18
In January 2020, the City of Chula Vista
conducted a study to estimate waste diversion
potential and the corresponding rate of
reductions of GHGs by implementing the
six key tasks recommended in the Zero
Waste Strategies and Actions presented in
this Zero Waste Plan. Their study results
demonstrated that Chula Vista residents
and businesses could significantly reduce
the amount of waste sent to the landfill
through participation in these actions and
reduce the amount of GHGs released into
the atmosphere. The model developed to
conduct this evaluation uses disposed waste
composition data for each waste generator
sector (i.e., single family, multi-family, and
commercial) to estimate tons of potentially
recoverable materials by type and by sector
that are currently landfilled. The model
then applies an estimated capture rate (the
percentage of a target material estimated to
be diverted) to the tons disposed to derive
the potential diversion tons associated
with the set of actions for each strategy.
To conduct this analysis, the City’s
consultant assessed each of Chula Vista’s
Zero Waste actions, reports from the City’s
solid waste services provider, the 2016
Waste Characterization Study, and data of
wastes disposed in the landfill in 2019.
Potential Savings in Tons
of Waste and Greenhouse
Gas Emissions
2022/03/01 City Council Post Agenda Page 227 of 312
84,810
tons of material could
be diverted from landfi ll
disposal each year
4.1 lbs
per capita disposal
rate per person
per day in 2019
2.4 lbs
per capita disposal
rate per person
future potential
diversion rate
if all actions of Zero Waste
strategies are implemented
77%
If all actions of the Zero Waste strategies were
implemented, the City’s consultant estimates that an
additional 84,810 tons of material could be diverted from
landfill disposal each year. This would decrease Chula
Vista’s disposal rate to 2.4 pounds per person per day,
a diversion rate equivalent to 77%. This is a significant
difference as compared to 2019, the City’s per capita
disposal rate was 4.1 pounds of landfilled material
per person per day; a 61% diversion rate equivalent as
measured by CalRecycle. The 4.1 pounds of landfilled
material per person per day is based on 203,968 tons
of wastes disposed in the landfill in 2019, divided by a
population of 271,411, and then divided by 365.
The overall goal of the City’s Zero Waste Plan is to
achieve a 90% diversion rate by 2035. Achieving this goal
is challenging for a growing city. As the population and
economic activity of current and new businesses expand,
more waste will be created. Specific actions in the Zero
Waste Plan will be critical for reducing waste sent to the
Otay Landfill, increasing recycling and composting, and
repurposing materials for new uses.
Each year data obtained regarding annual tonnages of
the waste and recycling streams from Republic Services,
the City’s franchise hauler, will be analyzed to monitor
progress on the diversion rate. Information from
CalRecycle will be included in this evaluation. The path
to Zero Waste is iterative, with each Zero Waste strategy
building upon the City’s goals to achieve waste reduction
and reinforce waste diversion practices.
19
2022/03/01 City Council Post Agenda Page 228 of 312
Actions which emphasize behavior change
have been proven to yield the greatest
reductions in landfi lled tons and GHGs. Actions
that take a policy-based approach support
behavior change and could yield still greater
reductions depending on the level of e ort
undertaken to educate the community and
enforce requirements. In addition, targeting
the diversion of waste stream materials
which generate the most greenhouse gas in
the landfi ll (food waste and other types of
organic waste such as paper and cardboard)
will help the Chula Vista community continue
improving climate change initiatives.
While the additional potential tonnage diversion
estimated for strategies promoting source reduction
and reuse are relatively small, including toxic
materials reduction, these are important actions for
changing community mindset regarding resource
management and achieving a community culture shift
to reach Zero Waste.
Summary of Diverted Tons
Based on Zero Waste Plan Actions
— Table 2
RECOMMENDED
ZERO WASTE STRATEGY
Promote and Support Source Reduction and Reuse
Reduce the Use of Toxic Materials
Promote and Educate on Zero Waste Principles
Support the Recycling Industry as an Innovative
Engine for Regional Economic Development
Keep Organic Materials Out of Landfills
TOTAL ESTIMATED TONS DIVERTED
1,220 530 720 2,470
40 30 30 100*
6,710 2,630 4,980 14,320
4,270 1,500 2,910 8,680
3,750 1,580 4,670 10,000
24,050 10,980 14,210 49,240
, , , ,
ANNUAL ADDITIONAL POTENTIAL DIVERSION
Single Family Multi-Family Commercial Total All Sectors
Improve Education in Trash and Recycling Programs
Task
1
2
3
4
5
6
20
Table 2, above, displays the estimated number of tons diverted
from the landfill if all of the City’s Zero Waste Plan actions are
implemented.
*Note: All toxic wastes generated fall under jurisdiction of the
San Diego County, Department of Public Health and are not
disposed at the Otay Landfill.
2022/03/01 City Council Post Agenda Page 229 of 312
The City’s consultant used the U.S.
EPA Waste Reduction Model (WARM)
to calculate the Zero Waste Plan’s
estimated GHG reductions. WARM
was created by the U.S. EPA to help
solid waste planners and organizations
estimate GHG reductions from several
di erent waste management practices.
The model calculates emissions
in metric tons of carbon dioxide
equivalent (MTCO2E) and metric tons
of carbon equivalent (MTCE) across a
wide range of material types commonly
found in municipal solid waste.
If these Zero Waste actions
were to be fully implemented,
approximately 141,353
metric tons of carbon
dioxide equivalent could
be avoided each year through
the source reduction, reuse,
recycling, and composting
of currently landfi lled
waste materials.
Table 3 displays the estimated reduction in
metric tons of carbon dioxide (MTCO2) by
Zero Waste strategy (task).
Greenhouse
Gas Emission
Reductions
ZERO WASTE
STRATEGY BY TASK
Promote and Support
Source Reduction and Reuse
Reduce the Use
of Toxic Materials
Promote and Educate
on Zero Waste Principles
Support the Recycling
Industry as an Innovative
Engine for Regional
Economic Development
Keeping Organics Out
of the Landfill
TOTAL ESTIMATED
MTCO REDUCTIONS
2,004
86
36,146
18,759
17,124
67,234
,
ESTIMATED
REDUCTIONS IN
GHG EMISSIONS
MTC
Improve Education in Trash
and Recycling Programs
Task
1
2
3
4
5
6
21
Estimated Reduction in MTCO2
by Zero Waste Task —Table 3
2022/03/01 City Council Post Agenda Page 230 of 312
21
ZERO WASTE GOAL:
CHULA VISTA’S ROLE
To achieve Chula Vista’s
Zero Waste goal of 90%
waste diversion by 2035, our
communities must increase
focus on restructuring
production and distribution
systems to reduce the
overall amount of waste.
This will include behavior
change and a shift in
consumption patterns,
more carefully managed
purchases, and maximizing
the reuse of materials at the
end of their intended use.
To achieve Chula Vista’s
goal this will also require
producer responsibility
policies on a local, state,
and national level.
22
2022/03/01 City Council Post Agenda Page 231 of 312
While the concept of 100% Zero Waste may seem aspirational
due to the growing global population and increased
environmental challenges our planet faces with limited
resources, it is imperative that waste management moves
from a linear system of single-use trash in our landfi lls to a
cyclical system where materials, products, and substances are
not wasted but rather used as e ciently as possible.
Ultimately, to achieve Zero Waste the City of Chula Vista
must encourage residents and business to reevaluate what
they purchase.
All strategies in a Zero Waste Plan should consider “People,
Planet, and Prosperity” as the “triple bottom line” to achieving
social, environmental, and economic sustainability. By doing
so, the Zero Waste Plan contributes to the development of a
greener local economy and a more sustainable community.
The City of Chula Vista’s Zero Waste Plan will move
in increments toward the goal of Zero Waste by
promoting and pursuing the following core principles:
All strategies in a
Zero Waste Plan
should consider
“People, Planet,
and Prosperity”
as the “triple
bottom line” to
achieving social,
environmental,
and economic
sustainability.
By doing so, the
Zero Waste Plan
contributes to
the development
of a greener local
economy and a
more sustainable
community.
Upstream re-design strategies to replace toxic
products with less toxic ones or reduce the
volume and toxicity of discarded products
A closed-loop system of production
and consumption where products are initially
designed with reuse or recycling in mind
Low-impact or reduced consumption lifestyles
Improved ‘downstream’ reuse/recycling
of end-of-life products and materials to
ensure their highest and best use
Support use of discarded products and
materials to stimulate and drive local
economic and workforce development
—
—
—
—
—
23
2022/03/01 City Council Post Agenda Page 232 of 312
Support for a
Holistic Approach
The City will engage a holistic approach to Zero
Waste and product stewardship for Chula Vista
residents, businesses, product manufacturers/
producers, and the recycling industry. Product
stewardship is an environmental management waste
reduction strategy that aims to make manufacturers
responsible for minimizing environmental impact
throughout all stages of a product’s life cycle. This
minimizes health, safety, environmental, and social
impacts of a product while shifting financial and
management responsibility upstream to the producer
and away from the public sector. This approach also
provides incentives to producers to incorporate the
environment into the design of their product.
The City will continue to support current product
stewardship programs for carpet, mattresses, and
paint recycling.
• Chula Vista and the South Bay region participates
in a major carpet recovery and recycling program
supported by the Carpet America Recovery E ort
(CARE).
• Mattress recycling is coordinated with the e orts
of the Mattress Recycling Council, an industry-
led e ort to recover mattresses locally at the Otay
Landfi ll and other collection sites throughout the
state of California.
• The PaintCare® drop o program is another
industry-led program, with four locations in Chula
Vista and two more in the South Bay. PaintCare®
collection has cut paint disposal at the City’s
Household Hazardous Waste Facility in half.
“The City of Chula Vista Zero
Waste Plan is bold, ambitious,
and innovative. It recognizes
that although easy solutions
are in short supply, we must
still act with courage and
cooperation. The outcome of
this plan will ensure Chula
Vista is a great place for our
grandchildren’s grandchildren.”
Mark Valen,
Professor of Horticulture,
Southwestern College
Former Chair of Chula Vista’s
Sustainability Commission
24
2022/03/01 City Council Post Agenda Page 233 of 312
The City serves in a leadership
capacity on the California
Product Stewardship
Council (CPSC) and the
California Resource Recovery
Association (CRRA). CPSC
is leading the effort to shift
California’s product waste
management system from
one focused on government
funded and trash/recycling
customer-financed waste
diversion to one reliant on
producer responsibility
to reduce public costs and
drive improvements in
product design that promote
environmental sustainability.
25
Rethink / Redesign
Reduce
Reuse
Recycle / Compost
Material Recovery
Residuals Management
Unacceptable
Biological Treatment and
Stabilized Landfilling
Waste Deregulation, Incineration
and “Waste-to-Energy”
Zero Waste Hierarchy
The City will continue its
support for comprehensive
waste reduction legislation
at the state level that targets
material chemistry rather
than legislation to address
waste from a single source
such as batteries, plastic
bags, or mattresses. Targeting
material chemistry can lead to
a single piece of legislation to
e ciently focus on the negative
e ects of a larger number
of materials. These state
laws help to enforce product
stewardship across several
products comprised of the
same or very similar materials.
For example, legislation can
target packaging of all products
sold in the state made from a
certain mix of polymers that
make them di cult to recycle.
It is also important to mention
the City’s e orts include
working with local jurisdictions
and partners to create region
wide initiatives to address
di cult-to-recycle materials
for ease of implementation. For
example, with collaboration
all South Bay cities could
more e ectively introduce
and implement a ban on
polystyrene products and
single-use plastic products.
2022/03/01 City Council Post Agenda Page 234 of 312
ZERO WASTE PLAN
STRATEGIES AND ACTIONS
Six key strategies guide this Zero Waste Plan, with a priority placed
on “upstream” solutions in mind to eliminate waste before it is
created. Given the City’s legacy of sustainability leadership by
example, this Plan also includes actions that will build upon existing
Chula Vista traditional “downstream” recycling programs to fully
utilize the existing waste diversion infrastructure. An overall goal of
the Zero Waste Plan is to achieve a 90% diversion rate or higher that
provides a direct benefit to our environment and the community.
26
2022/03/01 City Council Post Agenda Page 235 of 312
This section of the Zero Waste Plan details each
strategy, current actions, and planned future actions.
Current activities and programs serve as the basis
for developing new, specific actions. Planned actions
will serve as tools to accomplish and obtain results to
first reduce waste and then reuse these materials via
composting, recycling, reuse, and repurposing. The
initial actions will serve as a starting point that can
be further modified to help achieve Zero Waste goals.
Newer strategies and actions will also be identified
during implementation to engage additional sectors,
such as construction waste. City innovation is at
the core of a history in leadership by example.
Current City programs and actions being implemented
with new ways of accomplishing goals have led the
way for this path toward Zero Waste, along with other
innovative and award-winning future-focused Chula
Vista programs and initiatives. Continued actions
are designed to steer the City toward attaining Zero
Waste goals as stated in this plan and are categorized
as short-term (3-5 years to completion), medium-
term (6-10 years to completion), or long-term (11-
14 years to completion). These action timeframes
refer to the commencement, implementation, and
completion of carefully planned and prescribed
initial eorts as they become operational.
A summary of the specific Planned Future Actions
in the Zero Waste Plan is listed in Appendix A (page
54). For best use of this summary, it is advised that
readers become familiar with the complete write-ups
for Tasks 1 through 6. These write-ups contain Current
City Actions, Programs and Operations along with
the preface information for the new actions, which
serve as the basis for the Planned Future Actions.
Actions are categorized as:
Short-term
(3-5 years to completion)
Medium-term
(6-10 years to completion)
Long-term
(11-14 years to completion)
The overall goal of the City’s Zero Waste Plan is to achieve a 90% diversion
rate by 2035. The initial actions will serve as a starting point that can
be further modified to help achieve Zero Waste goals. The Plan will be
flexible allowing for development of new, innovative actions.
27
2022/03/01 City Council Post Agenda Page 236 of 312
Source reduction means stopping the creation of waste
at the outset through activities designed to reduce
the volume, mass, or toxicity of products. Upstream
reuse of suitable materials is a key activity to achieve
reduction goals. Source reduction and reuse saves
resources and lessens money spent for obtaining new
raw materials. Opportunities to employ innovative
technologies to support this e ort will be explored.
—The City has implemented ongoing
efforts to educate residents and
businesses on waste reduction practices
to encourage purchasing practices
that support waste minimization
with effective multimedia campaigns
using CLEAN newsletters, e-mails,
social media posts, direct mailers, and
in-person education at community
events and through visits to businesses
and homes. COVID-19 precautions
impacted in-person engagement but
digital outreach has continued to
provide information to key stakeholders
and the community at large.
—The City conducts a program to
phase out use of polystyrene plastic
single-use containers and plasticware
Current City Actions, Programs,
and Operations to Support Reduction:
Task 1 —
Promote and Support Source Reduction and Reuse
2,470 2,004
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
with the goal of providing options for
multi-use, reusable, and compostable
take out containers. A key tactic is to
educate business owners and operators
on the environmental benefits to switch
to reusable or compostable products.
—An ongoing campaign encourages
Chula Vista residents to use their own
reusable take-out containers when
eating out. In June 2018, the “Break Out
Your Take-Out Container” was started
with a Third Avenue Village event
and has expanded to 12 restaurants
throughout the City. This program
continued with assistance from the local
chamber of commerce and community
groups like I Love a Clean San Diego to
inform the public.
2,470 2,004
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
28
2022/03/01 City Council Post Agenda Page 237 of 312
29
—The City offers Zero Waste community workshops
to familiarize residents with Zero Waste principles.
Workshops cover successful bulk shopping techniques,
developing daily sustainable habits, and information
on reducing waste, reusing, and repairing products
and maximizing recycling practices. To further
communicate with the community, a Sustainability
Webinar series was launched in 2020 with monthly
online interactive presentations.
—“Fix-It” clinics are offered to the Chula
Vista community bringing together
volunteers with specialty tools and repair
expertise to instruct those who need an
item repaired. Residents are encouraged
to reuse, repair, and repurpose materials
and products as an alternative to
disposal in the landfill, which also saves
them money. Fix-It clinics focus on
repairing broken, nonfunctioning items
including electronics, small appliances,
computers, toys, bicycles, and clothes.
Fix-It clinics have been conducted as
standalone events and incorporated into major City
events such as South Bay Earth Day.
—The City has secured grant funding from CalRecycle
to build a reuse site at the City’s Household Hazardous
Waste (HHW) Facility. The site will be configured
and marketed as a “store” to make available at no cost
minimally used cleaning, paint, and other ready-to-
use products collected from community members
disposing materials at the facility. The “store” will
help reduce the City’s disposal costs for collected
City of Chula
Vista strives to
“lead by example”
integrating
innovative
sustainable
practices
throughout its
operations and
facilities.
materials and give new life to usable products that
otherwise would have been disposed.
—All City departments work to identify
environmentally sustainable solutions for materials
and products used during operations.
—The City is following the practices included in the
City Operations Sustainability Plan.
Implementation continues to pave the
way for many smart and practical source
reduction practices. It is anticipated
the Plan will be updated with refined
practices to take source reduction to a
higher level.
—Staff has also set forth a goal to
certify many of its City municipal
buildings as Leadership in Energy and
Environmental Design Buildings for
Operations and Maintenance (LEED
O/M). This presents many opportunities
to further reduce the amount of waste
in building operations, use safer cleaning products,
and lower energy and water use. Three Buildings at
the City Hall Complex have already received LEED
certification; two Gold and one Silver. As part of
the City Hall Complex LEED O/M effort, a Solid
Waste Management Directive, which applies, to the
buildings and surrounding grounds was implemented
in 2017. It lists specific goals for waste diversion of
ongoing consumables, electronics and electric-
powered equipment, and universal waste (lights,
thermostats, batteries).
T ask 1
2022/03/01 City Council Post Agenda Page 238 of 312
Continue to conduct and
expand Fix-It clinics to
help mold reuse, repair,
and repurpose values
and lifestyle behavior.
Action 1.1: Short-Term.
Conduct two additional
Fix-It clinics for a total of
four throughout the calendar
year. (Start Q2 2022)
Create and conduct other
campaigns to encourage
residents to reuse other
materials and products
as an alternative to
disposal. These campaigns
will help promote local
repair businesses.
Action 1.2: Short-Term.
Prepare and distribute a
mass mailer once per year.
Use other communication
tools including a webinar,
quarterly social media
posts, and two newsletter
articles to reach 85,000+
Chula Vista homes on the
benefits of reuse and repair.
Conduct surveys to evaluate
results. (Start Q2 2022)
Planned Future Actions
30 T ask 1
2022/03/01 City Council Post Agenda Page 239 of 312
31
Action 1.3: Short-Term.
Work with 10 retail stores and other businesses
annually to reuse and repurpose items that are routinely
discarded. Support existing networks using mailers, press
announcements, webinars, and social media to create
awareness and encourage behavior change that will
increase items donated from businesses that are listed for
creative reuse (also known as upcycling or repurposing) and
accessed by organizations, artists, crafters, teachers, and
individuals to obtain reusable items. (Start Q2 2022)
Encourage and educate residents
and Chula Vista businesses to
change the mindset to donate
unwanted items to local
organizations and aid agencies to
keep usable items out of the waste
stream. This involves working
with local manufacturers and
stores, including a wide variety of
retail big box stores and specialty
outlets such as flooring, fabric,
oce supply, party supply, paint
stores, and other businesses and
nonprofits (i.e., Goodwill and
similar stores).
Materials that would be
discarded can be donated and
made available for reuse and
repurposing, as well as used
in creative ways by artists,
crafters, and teachers to
establish a community exchange
network. These practices focus
on community education and
creating partnerships with
existing networks to provide
opportunities to connect with
businesses would divert tons of
usable materials from the waste
stream each year.
T ask 1
2022/03/01 City Council Post Agenda Page 240 of 312
To accelerate the reuse of worn and donated
clothing, take advantage of the thrifting
demand for “vintage” clothes and similar
quality clothing. Create more interest and
demand and encourage conscientious shopping
for such reusable goods to reduce discarding
of these items in the trash and help alleviate
disposal of usable items in the landfill.
Reusable clothing is more affordable than
new clothing, which helps household budgets.
Actions below would incorporate opportunities
to educate and promote Zero Waste principles,
reuse practices, and cost savings. The City
recommends that recipients of reusable
clothing thoroughly wash them prior to use.
Action 1.8: Short Term.
Collaborate with Sweetwater Union High School District
to encourage and provide innovative approaches and
guidance to high schools to expand on the established
Princess Project during spring that provides prom
dresses for girls and include dress clothes (tuxedos
and suits) for boys. In the fall, encourage a similar
exchange of Halloween costumes at K-6, middle, and
high schools throughout Chula Vista. (Start Q2 2022)
Action 1.4: Short-Term.
Arrange and conduct exchange events
with exchange network participants where
artist and other communities can obtain
discarded materials. Conduct two events
per year similarly to Fix-It clinics and as a
component of City events including South
Bay Earth Day and other publicly held mass
attendance events (Harbor Fest or similar)
throughout the year. (Start Q3 2023)
Action 1.5: Short-Term.
Prepare and conduct information
campaigns twice per year to encourage
collection and distribution of discarded
materials to support these exchange
networks. (Start Q3 2023)
Action 1.6: Short Term.
Prepare and disseminate quarterly
messaging via Office of Sustainability
social media platforms to complement the
discarded materials exchange networks
information campaigns. The information
that is shared will provide updated data
regarding materials and items available
for reuse. Key platforms could include
Craigslist, Facebook (Materials Exchange
Groups), Twitter, Instagram, Nextdoor,
Nixle and others. (Start Q3 2022)
Action 1.7: Short-Term.
Collaborate with and inspire the Chula Vista
Elementary and Sweetwater Union High
School Districts to encourage all middle
and high schools to create an “Eco-friendly
Vintage Clothing Exchange” at their schools.
Exchanges would include “Uniform Swap
Day” and “Vintage Clothing Day” events
where clothes could be displayed and traded
at no cost or sold for nominal, below-market
prices. (Start Q2 2022)
32 T ask 1
2022/03/01 City Council Post Agenda Page 241 of 312
Action 1.9: Short-Term.
To further encourage clothing reuse, create
a mechanism for having unsold clothes
from weekly garage sales throughout the
City be donated to local reuse stores. For
communities that hold “community garage
sales” oer this mechanism to handle
unsold clothes. Conduct outreach to reuse
businesses to engage their support and
participation. Work with local Chula Vista
stores to gauge increases in donation volume
to evaluate this eort. (Start Q1 2023)
Reestablish the former Reuse Program
at the City’s Household Hazardous
Waste (HHW) Facility where residents
drop o acceptable HHW items (paints,
cleaners, etc.) for other residents to
obtain at no charge for their use.
33Task 1
The Reuse Program will utilize a
converted storage shed painted to be
aesthetically pleasing resembling a
storefront appearance with new shelving
and signage. A log for compiling data
and analysis of dropped off items (types,
amounts) and reusable items taken
by residents will be maintained.
Action 1.10: Short-Term.
Complete set up of the Reuse Program
store (convert existing storage shed) at
the City’s HHW Facility for household
cleaning products and paints and begin store
operations. Track types and quantities of
reusable products issued to residents through
the Reuse Program. (Start Q2 2022)
2022/03/01 City Council Post Agenda Page 242 of 312
34 T ask 1
Action 1.11: Short-Term.
Promote the availability of the
Reuse Program through the City’s
CLEAN website and an annual
information campaign to residents
and HHW users. Track number of
visits to the website to determine
outreach results. (Start Q2 2022)
Develop an ordinance
to disallow the sale,
distribution, and use of
di cult to recycle single-
use plastic and polystyrene
foam products such as
plates, bowls, cups, cutlery,
and straws. The ordinance
would include options
for use of reusable and
recyclable products.
Action 1.12: Short-Term.
Complete development of the ordinance to
disallow single-use plastic products and include
opportunities from businesses, interest groups and
the residents to provide public comment and support
prior to City Council approval. (Start Q2 2022)
Action 1.13: Short-Term.
Develop an implementation plan for the ordinance
and begin implementation in 2023. This will
include an educational component for restaurants
and other businesses. (Start Q2 2022)
2022/03/01 City Council Post Agenda Page 243 of 312
35
Reducing the use of toxic chemicals can reduce the
risk of adverse health and environmental e ects,
in addition to creating economic advantages such
as reductions in costs of raw materials and waste
disposal. California and nine other states have
enacted laws to promote reductions in the use
of toxic chemicals. These actions ideally would
incorporate the use of innovative and smart
technologies to further reduce use of toxic materials.
—Current waste reduction programs
encourage residents and business
operators to make better choices in their
everyday lives including the use of safe
and e ective alternatives to common
household and commercial cleaners that
may be hazardous. Leading by example
is key. Development and distribution
of informational materials provide
alternatives to using toxic products,
including pesticides. Workshops for
residents and business operators
conducted by the City’s contractor provide
direct education with concrete, simple
examples to change behaviors including
“Zero Waste Living,” “Zero Waste
Bathrooms,” and “Zero Waste Kitchens.”
Current City Actions,
Programs, and Operations
to Promote and Support
Source Reduction
Task 2 —
Reduce the Use of Toxic Materials
100 86
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
100 86
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
2022/03/01 City Council Post Agenda Page 244 of 312
—Office of Sustainability staff distribute
educational materials including brochures
and flyers at public events and conduct
direct interaction with members of the
public via the CLEAN website, webinars,
and social media. Staff also offer
NatureScape and composting workshops
to inform residents of the benefits of
using toxic-free pesticide and herbicide
management techniques.
—The City operates the Used Oil Program
to promote the collection of used motor oil
at certifi ed collection centers in Chula Vista.
On average, the monthly combined collection
from this program ranges from 8,000 to
10,000 gallons of used motor oil and 1,000 to
2,000 used oil fi lters.
—A pharmaceutical waste collection program
is o ered via secure publicly accessible
collection bins at the Chula Vista Police
Department throughout the year. Drive-up
Prescription Drug Take Back Days events are
held in April and October. On average, 100
pounds of pharmaceuticals are collected every
month from the collection bins and between
300 to 400 pounds of pharmaceuticals are
collected at each Drug Take Back event.
Collection bins are also in place at the
Southwestern College Police Station and at
three area pharmacies. The Collection Program
started a pharmaceutical mail-back component
in December 2018. These e orts reduce the
impacts of disposing unused pharmaceuticals
into landfi lls and sewage treatment systems.
average of
pharmaceuticals
collected at each
Drug Take Back event
monthly
average of
pharmaceuticals
collected from
collection bins
100 lbs
350 lbs
36 T ask 2
2022/03/01 City Council Post Agenda Page 245 of 312
37
—The City’s Sustainability
Operations Plan includes
Green Purchasing, defined as
“using purchasing power in
the most cost-effective, fair,
and environmental-friendly
manner to create a healthier
workplace.” City facilities
are leading by example in
conducting best practices
including purchase and use of
toxic-free cleaning products
or those with low amounts of
volatile organic compounds.
—Dispensing stations used by
City custodial staff have been
modified so that only amounts
of cleaning products needed for
specific tasks are used.
—The City implements federal
Clean Water Act regulations
by enforcing its ordinance
that prevents all non-storm
water discharges from
municipal facilities (including
landscape over-irrigation)
to storm drains. In addition,
the City complies with storm
water “Best Management
Practices” requirements at
all municipal facilities.
Activities include phase-out
of chemical pesticide and
fertilizer use, transition to
high-efficiency irrigation
at municipal sites to avoid
runoff and conducting
annual assessments to
improve strategies or
create new strategies.
T ask 2
2022/03/01 City Council Post Agenda Page 246 of 312
Develop and disseminate
additional specific
educational materials with
the latest information to
drill down and enhance
behavior change and
cooperation to reduce
use of toxic materials
and products by City
residents and businesses.
Action 2.1: Short-Term.
Complete an annual
communication campaign
to Chula Vista residents on
toxic reduction efforts that
includes educational social
media posts to reinforce
campaign messages and
informs the community
about “Toxic Free Day.”
Conduct surveys to evaluate
results. (Start Q1 2023)
Action 2.2: Short-Term.
Place QR codes on all printed
educational materials (flyers,
brochures, fact sheets, signage)
covering sustainability
and Zero Waste to direct
users to specific pages on
the Chula Vista CLEAN
website. (Start Q1 2022)
Planned
Future Actions
Create additional programs to reduce the use of
toxic materials throughout the community and
increase proper disposal of such materials via
the City’s Household Hazardous Waste Facility.
Action 2.3: Medium-Term.
Increase collection of properly disposed toxic
materials each year at the HHW facility and
other take back events with a goal of up to 14
additional tons a year.(Start Q1 2022)
38 T ask 2
2022/03/01 City Council Post Agenda Page 247 of 312
39
Success of this Plan will be boosted through creation of
a community of “Zero Waste Champions” that include
children, residents, business leaders, city staff,
elected officials, and other interested parties. A more
inclusive Zero Waste marketing program throughout
Chula Vista will have to reach all corners of the
community to permeate all aspects of life, including
new community development, commerce, and
government. This Plan includes activities to educate
the Chula Vista community on Zero Waste principles
and key stakeholders so that Zero Waste becomes
a common mindset in Chula Vista. Appropriate
innovative and SmartCity approaches and
technologies will be utilized to expand communication
and educational aspects of these efforts.
—Zero Waste workshops are o ered
to residents, schools and the business
community upon request.
—Educational workshops are
conducted at all City event venues
(i.e., South Bay Earth Day, Harbor
Fest) and seasonal events directed at
community members of all ages.
—Zero Waste procedures are required
for City events whereby all vendors
must comply with requirements and
protocols during pre-event planning
and day-of-event activities.
—Smart purchasing practices are
encouraged for City-led purchasing
for construction and maintenance
projects of City facilities.
—At City employee engagement
events, the O ce of Sustainability
educates other City sta on Zero
Waste practices; particularly use of
reusable cups, dishes, and utensils.
Current City Actions,
Programs, and Operations
to Promote and Support
Zero Waste Principles
Task 3 —
Promote and Educate on Zero Waste Principles
14,320 36,146
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
14,320 36,146
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
2022/03/01 City Council Post Agenda Page 248 of 312
Expand the frequency of Zero Waste
workshops beyond one per calendar
quarter making this a foremost educational
opportunity to conduct and co-promote
toxic reduction events, workshops, and
interactive activities for both children
and adults to further promote desired
behavior and lifestyle changes. Workshop
topics would include avoiding use of
single-use products (plastic cutlery, cups,
plates, straws) and disposable single-use
personal protection equipment (PPE)
masks and promoting use of reusable
products including washable masks.
Action 3.1: Short-Term.
Conduct four additional Zero Waste Workshops
anually as separate events (live or virtual)
or incorporate into larger city events.
Simultaneously, conduct similar classes (live
and virtual) at City libraries. (Start Q3 2022)
Planned Future Actions
Work with area schools in a
leadership role to activate Zero
Waste teaching to include source
reduction, recycling, reuse, and
repurposing. This would involve
collaboration with schools,
community organizations, and other
possible partnerships that offer
related services to local youth.
40 T ask 3
2022/03/01 City Council Post Agenda Page 249 of 312
41
Action 3.2: Short-Term.
Collaborate directly with five schools in the
Sweetwater Union High School and Chula Vista
Elementary School District schools to oer waste
reduction education sessions. Utilize current, reliable
information from educational sources specific to
educating children on sustainability. (Start Q4 2022)
Action 3.3: Short-Term.
For schools with Eco-Clubs/Groups, coordinate
with Group Leaders, to conduct an annual workshop
summit during Earth Month (in April) to further
educate on Zero Waste principles, actions, and
learning opportunities and support school’s Green
Week activities. (Start Q4 2022)
Enhance current Office of Sustainability
programs to include Zero Waste fundamentals
as part of all activities. Staff will further
promote Zero Waste messages through
programs like the Household Hazardous
Waste collection program, the Home Checkup
Evaluation program, and the Free Resource
Energy Business Evaluation (FREBE) program
to encourage the use of environmentally
healthy alternatives along with instructions
for their use as another “opportunity” to get to
Zero Waste.
Action 3.4: Short-Term.
Develop specific messaging on Zero Waste strategies
that staff can use when communicating with
residents, businesses, and other City departments
to help educate and change behaviors. This would
include educational information on use of virgin and
recycled materials to produce consumer products.
Update messaging annually to include more
practices. (Start Q2 2022)
For all City-sponsored events or events the City
is invited to participate at (educational booths
or virtual events) or that have food vendors,
expand upon current activities to involve direct
education of event attendees at trash/recycle/
organic disposal bins instructing them on what is
recyclable, compostable, and trash.
T ask 3
2022/03/01 City Council Post Agenda Page 250 of 312
Action 3.5: Short-Term.
Establish a network of 30 volunteers
to serve as “sorter associates
or liaisons” at four City events
annually. Provide students (middle,
high school, college) and other
interested community members,
including Master Composter
Program participants, with training
opportunities for participation
to fulfi ll community service
requirements. (Start Q4 2022)
Action 3.6: Short-Term.
Annually provide a robust and
comprehensive list of Zero Waste
websites available on a dedicated
Zero Waste webpage on the City’s
CLEAN website to expand the
educational opportunities for
Chula Vista residents, businesses,
schools, and other interested
parties. (Start Q2 2022)
Create a Zero Waste Business Certification
Program as part of the CLEAN Business
Program to promote Zero Waste principles
and acknowledge businesses that conduct
these practices as part of doing business.
Action 3.7: Short-Term.
Initiate the Zero Waste Business Certifi cation Program,
as an addendum to the CLEAN Business Program. It
will recognize businesses that go above and beyond
in reducing their waste stream. (Start Q2 2022)
Implement a Chula Vista Zero Waste Champion
education and recognition program that encourages
applying Zero Waste principles in daily home
activities by engaging neighbors to collaborate.
Action 3.8: Short-Term.
Develop Zero Waste educational information for Chula
Vista Zero Waste Champion education and recognition
program covering waste reduction, effective recycling,
proper household hazardous waste disposal, reducing
or eliminating the use of toxic products, food waste
prevention, and composting at home. (Start Q3 2022)
Action 3.9: Short-Term.
Annually recognize a unique “Zero Waste Champion”
as part of the Sustainability Commission’s CLEAN
Sustainability Champion Awards. Other public
acknowledgements will also be conducted. (Start Q1 2023)
Make improvements to the City’s Construction
and Demolition (C&D) program. This also
involves developing new requirements for
deconstruction of buildings focusing on reuse and
repurposing of materials salvaged from this work
as proposed in the 2017 Climate Action Plan.
Action 3.10: Short-Term.
Create Zero Waste guidelines for building
deconstruction. (Start Q1 2022)
42 T ask 3
2022/03/01 City Council Post Agenda Page 251 of 312
As a potential engine for regional economic
development to fuel new businesses, expand
existing markets and create jobs, the recycling
industry is in a unique position to thrive
and lead important community benefi ts.
Numerous studies have documented the
economic development and job creation in waste
collection, materials processing, and recycled-
content product manufacturing. According
to the Institute for Local Government, for
California to reach a 75% mandated recycling
goal it would need to generate 59,000 jobs in
the waste collection and processing sectors and
50,000 jobs in the manufacturing industry.
The signifi cant changes to the recycling market
brought on by China’s National “Green Sword”
policy have changed the viability of overseas
markets to purchase recyclable mixed paper,
newspaper, cardboard, and plastics generated
locally as well as throughout the state. This
presents the possibility of developing markets and
remanufacturing facilities for these materials
locally and throughout California with an untold
potential to create new businesses and jobs. Keeping
these raw materials local would also help reduce
development of GHGs from shipping materials
overseas. These changes to the recycling market
provide opportunities for partnerships with
businesses, the community, and other entities
to explore best uses of innovative and smart
technologies to signifi cantly reuse these materials.
Task 4 —
Support the Recycling Industry as
Innovative Engine for
Regional Economic Development
8,680 18,759
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
8,680 18,759
Annual Potential of
Resources Diverted
from Landfill in Tons
Estimated Reduction
in GHG Emissions
MTC02
43
2022/03/01 City Council Post Agenda Page 252 of 312
Planned Future Actions
Promote opportunities with GO-Biz, tax credits for materials
recycling equipment, the California Alternative Energy and
Advanced Transportation Financing Authority (CAEATFA),
local jurisdictions and regional programs, and implement
new activities with the Recycling Market Development
Zone Program to attract industry and businesses that create
feedstock materials and new products from recycled content.
Action 4.1: Short-Term.
Collaborate with local jurisdictions and regional economic councils,
specifi cally the South County Economic Development Council
and the East County Economic Development Council, to create
partnerships to promote, attract, and locate materials recycling
businesses in Chula Vista and South County. (Start Q1 2022)
Action 4.2: Medium-Term.
Facilitate three Recycling Market Development Zone loans for
development of the recycling market or materials management
facilities in the South Bay region. (Start Q1 2022)
The City will coordinate with Republic Services, the City’s
franchise hauler for solid waste, organics and recyclables,
to implement a viable solution to expand uses for resources
disposed at the Otay Landfill per the Amended and Restated
Otay Landfill Expansion Agreement.
Action 4.3: Long-Term.
Research and develop a Resource Recovery Facility at the Otay
Landfi ll to divert up to 90% of solid and organic wastes from the
landfi ll by employing reuse, repair, recycling, and composting
technologies. This facility would serve as a hub for resource
recovery and reuse of materials with an educational component for
businesses and residents. (Start Q1 2024)
—The City, in cooperation
with the State of California,
works to attract new
businesses to fortify the
manufacturing industry
to develop raw materials
for remanufacturing from
collected recyclables.
—The City plays a leadership
role in the State’s Recycling
Market Development Zone
Program, which o ers low-
interest loans and technical
assistance to businesses that
divert materials from landfi ll
disposal to create recycled-
content products or materials.
Current City
Actions, Programs,
and Operations
to Promote and
Support the
Recycling Industry
44 T ask 4
2022/03/01 City Council Post Agenda Page 253 of 312
45
According to the U.S. EPA,
recycling not only reduces
the amount of waste sent
to landfills and conserves
natural resources, it
also prevents pollution
by reducing the need to
collect new raw material
for manufacturing,
while reducing GHGs.
Recycling also helps
create new, well-paying
jobs in the recycling and
manufacturing industries
in the United States.
Educational actions
will employ innovative
communication methods
to reach the residential
and business communities
to help enact behavior
changes to improve trash
and recycling operations.
Task 5 —
Improve Education in Trash
and Recycling Programs to
Reduce Contamination and
Increase Diversion
10,000 17,124
Annual
Potential of
Resources
Diverted from
Landfill in
Tons
Estimated
Reduction
in GHG
Emissions
MTC02
10,000 17,124
Annual
Potential of
Resources
Diverted from
Landfill in
Tons
Estimated
Reduction
in GHG
Emissions
MTC02
2022/03/01 City Council Post Agenda Page 254 of 312
—City programs educate single family and
multi-family residents and businesses to divert
recyclable materials from landfill disposal via
printed media, social media, and direct in-per-
son education.
—Businesses are offered on-site assistance
from the City to evaluate waste streams,
provide best management practices, and
work with Republic Services to “right-size”
trash and recycling collection services.
Printed media, offered in both English and
Spanish, is provided to business operators for
employee education.
—The City conducts detailed multi-visit
trash and recycling audits of businesses to help
“right-size” trash and recycling practices and to
address compliance with state laws.
—The City oers a program to further facilitate
recycling by providing in-house recycling
containers of various sizes and applications
at no cost to Chula Vista businesses and
organizations. To receive this benefit, business
operators simply complete a brief online
application in which they agree to a site visit
from sta to deliver the containers and receive
valuable education and signage to encourage
successful implementation. Recycling
containers are oered and funded courtesy of
the California Redemption Value program.
Current City Actions,
Programs, and Operations
to Promote and Support the
Recycling Industry
46 T ask 5
2022/03/01 City Council Post Agenda Page 255 of 312
The City will partner with
local organizations, academia,
and business leaders to help
create a “Recycle Right”
vision for the City. This action
would focus on diverting and
preventing valuable resources
from ending up in the
landfill, while demonstrating
how these eorts help to
slow climate change.
Key to implementing this
vision is combating the
urgent issue of increased
contamination of recycling
content in Chula Vista.
This includes informing and
educating businesses and
single family and multi-family
residents of the stricter
rules posed by recycled
material importers requiring
clean recycled content.
This refers to materials
processed by companies that
find buyers for Chula Vista-
originated recyclables.
Planned
Future Actions
Action 5.1: Short-Term.
Develop innovative ways to reach businesses and residents
in Chula Vista. This will include conducting a multi-year,
multi-faceted “Recycle Right” information campaign.
The campaign will resonate and elicit behavior change
throughout the City by stressing that proper recycling
techniques and waste reduction actions are ingrained in our
way of life. The campaign will feature simplified “Easy as
1-2-3” and “Recycle Right” campaign messages that clearly
specify what items are recycled and placed in recycling bins.
Messages will include “Keep it Clean,” “Scrape or Wipe,”
“Keep It Loose,” and “No Plastic Bags in Recycling Bins.”
(Start Q2 2022)
Action 5.2: Short-Term.
Complement the multi-year “Recycle Right” information
campaign with annual updating of the City’s CLEAN website
recycling pages with recycling FAQs and City-produced and
industry-available videos to reinforce and emphasize behavior
change needed for proper recycling. (Start Q2 2022)
Based on data obtained from the multi-visit trash
and recycling audits, continue this effort to cover the
remainder of Chula Vista businesses.
Action 5.3: Short-Term.
Conduct multiple on-site audits to educate 1,500 businesses
annually on proper recycling and trash disposal and right-
sizing service levels. Encourage and assist businesses to
develop “in-house” waste disposal and recycling plans to help
each establishment determine how much waste is generated
by their operations. This audit effort will be modified to
support Task 6 to reduce and divert organic materials from
landfills. (Start Q1 2022)
47Task 5
2022/03/01 City Council Post Agenda Page 256 of 312
—Since the early 1990s, the City of Chula
Vista has implemented a yard waste
(leaves, branches, grasses, etc.) collection
program for all residents and businesses.
—In 2004, the City implemented a Backyard
Composting program with two key components.
It features one-hour weekly compost training
workshops on Sundays at the Living Coast
Discovery Center. Through February 2020,
1,201 people have participated in this on-site
training. Virtual composting workshops for
residents are also conducted to learn from
home and 88 people participated in the last four
months of 2020.
Current City Actions,
Programs, and Operations to
Reduce and Divert Organic
Materials from Landfi lls
Organic materials – composed of yard
trimmings, food scraps, untreated wood waste,
paper and paperboard products – are valuable
resources that, when processed correctly,
produce compost.
Currently, organics are the largest
component of the City’s trash representing
approximately 44% of the waste stream.
This finding is reaffirmed by the statewide
study commissioned by CalRecycle in 2014
and by the 2016 Waste Characterization
Study, which analyzed waste from Chula
Vista homes and businesses sent to the Otay
Landfill. When buried in a landfill, organic
materials decompose by generating methane,
a greenhouse gas that is 84 times more harmful
than carbon dioxide, according to CalRecycle.
The U.S. EPA estimates that 25% of the methane
generated in a landfill with gas capturing
systems still escapes into our atmosphere.
The State of California passed Senate Bill 1383
(Lara, 2016) in an e ort to reduce methane.
By implementing this legislation through
regulations adopted in 2018, the state sets a goal
to achieve by 2020 a 50% reduction in the level
of statewide disposal of organic waste from the
2014 level, and by 2025 a 75% reduction from
the 2014 level. The City will work with local
organizations, academia, nonprofi t entities, and
industry to utilize innovative technologies to
help meet these goals.
Task 6 —
Keep Organic
Materials Out of
Landfills
49,240 67,234
Annual
Potential of
Resources
Diverted from
Landfill in
Tons
Estimated
Reduction
in GHG
Emissions
MTC02
48
49,240 67,234
Annual
Potential of
Resources
Diverted from
Landfill in
Tons
Estimated
Reduction
in GHG
Emissions
MTC02
2022/03/01 City Council Post Agenda Page 257 of 312
49
Also, a seven-week Master Composter Training course
conducted twice per year provides in-depth education and
training to residents demonstrating composting steps to
process organics. Through February 2020, two courses per year
(averaging 25 participants) have been conducted and 452 people
have been trained. Virtual training was established during fall
2020 and 20 people attended. Compost produced by residents
is used as soil amendment in yards and gardens. Reduced cost
compost bins are available to program participants from Chula
Vista. This program also assists the City’s e orts to educate
residents about future food waste collection programs.
—The City conducts NatureScape workshops
to educate residents about the benefits of
composting and natural yard care to help reduce
and divert yard wastes from landfill disposal.
—City programs educate residents and businesses focusing
on the importance of diverting organic materials from
landfill disposal and preventing contamination of collected
organics with non-accepted items such as plastics, treated
or painted wood, and non-organic recyclables. Education
efforts are ongoing and conducted via printed media and
targeted mailings, social media, and in-person education
opportunities at public events.
—In 2015, the City, in partnership with Republic Services,
initiated a commercial and residential food waste collection
pilot program to begin the planning e orts for a future citywide
program to decrease organics disposal in the landfi ll.
—In January 2018, the Environmental Services section of
the O ce of Sustainability began monthly Food Recovery
Group meetings to improve and expand food recovery e orts
in the City. Over 30 people representing ten food distribution
agencies have collaborated and provided valuable input that
will continue to advance recovery e orts. These e orts are
combating the su ering of one in eight Americans that are food
insecure and struggle to put enough food on their tables.
—The City works with local businesses to identify donation
sources and create relationships for participation in local food
rescue programs to address regional food insecurity.
— The City works with
all businesses and
residents on collection
service requirements,
contamination standards,
and overall compliance
with SB 1383, a wide-
ranging law that aims
to reduce disposal of
organics in landfi lls.
T ask 6
2022/03/01 City Council Post Agenda Page 258 of 312
Planned Future Actions
Develop an organic waste
recovery and management
program to capture the organic
waste present in Chula Vista’s
current waste stream.
Action 6.1: Short-Term.
Implement a fully operational
program for compliance with
SB 1383. (Start Q1 2022)
Action 6.2: Short-Term.
Sta will work with Chula Vista
residents and businesses to implement
services and develop a strong public
outreach, education, and participation
program to fulfi ll requirements of SB
1383 by all organic waste generators.
(Start Q1 2022)
Monitoring at local businesses
and multi-family properties will
be enhanced utilizing education
as a first approach for compliance
to avoid potential penalties.
Action 6.3: Short-Term.
Monitor all organic waste generators
for compliance with state organic
waste diversion laws. Utilize
innovative smart technologies and
software to enhance and increase
e ciency for data collection and
analysis for compliance reporting.
(Start Q4 2022)
Increase the diversion of yard waste organic
materials and create more compost on residential
(backyard composting) and commercial production levels.
Action 6.4: Short-Term.
Increase education and awareness for residents to understand
the benefits of composting by conducting one additional
seven-week Master Composter Workshop each year to train
30 or more people on backyard composting. (Start Q3 2022)
Action 6.5: Short-Term.
Develop other compost-focused educational activities
at various locations throughout the City with up to two
opportunities each year. (Start Q2 2022)
Action 6.6: Short-Term.
Conduct two NatureScape Workshops per year and include a
component on the benefits of composting. (Start Q2 2022)
Action 6.7: Short-Term.
Work with Republic Services, the Otay Landfill Operator to
develop compost markets in the region to increase compost
production and distribution. (Start Q1 2024)
Action 6.8: Short-Term.
Work with local nonprofi t organizations to initiate a residential
gleaning program. Excess fruit and vegetables could be picked
through a coordinated e ort from residents’ properties for local
distribution to those in need.(Start Q1 2023)
Action 6.9: Medium-Term.
Identify and evaluate technologically advanced solutions
like anaerobic digestion facilities and traditional composting
methods to manage high solids organic waste like landscape
waste. (Start Q1 2024)
50 T ask 6
2022/03/01 City Council Post Agenda Page 259 of 312
CONCLUSION
51
The implementation framework provided in this Zero Waste Plan
for the City of Chula Vista is a guide for City sta and community
partners to follow in addition to the direction proposed in the
Climate Action Plan (latest version approved by the City Council
in 2017). This Plan outlines a solid strategy and direction focused
on six key tasks that include specific short-term, medium-term
and long-term actions to reduce, reuse, and recycle materials that
would otherwise be sent to the Otay Landfill.
These actions will lessen environmental impacts and reduce the
amount of GHGs entering the atmosphere, resulting in a cleaner
environment and healthier communities. By redefining “waste”
as valuable “resources” to be reused instead of thrown away in
the landfill, the City is helping to change the mindset of Chula
Vista residents and businesses and spur economic activity.
2022/03/01 City Council Post Agenda Page 260 of 312
The City of Chula
Vista is committed
to working with
residents, businesses,
nonprofits,
educational
and community
organizations, as well
as other City partners
and regional entities
to accomplish the
Zero Waste Plan
goals, with the key
goal of reaching a
90% waste diversion
rate by 2035.
Our progress toward each milestone to accomplish
this 2035 goal will require a unifying effort to address
current and new concerns in waste management facing
the state, region, and City. Solutions to issues like
fluctuations in domestic and international recycling
markets, increased amounts of trash production in our
state, the reduction in recyclables being diverted from
trash, and new laws that disallow organic matter from
reaching local landfills will continue to challenge the
City to adapt and find new approaches.
Addressing the multitude of concerns and challenges
will require collaboration, input and support from the
Chula Vista community. Experience gained from previous
shifts in law and environmental programs will help Chula
Vista face these new challenges and overcome them. It is
anticipated that the City will expand on strategies in this
Zero Waste Plan and utilize enhanced communication,
while developing additional ideas that incorporate use of
innovative and smart technologies.
Implementation of this Zero Waste Plan will include
the City’s commitment and efforts toward inclusion
and social equity. The City will remain engaged with
stakeholders as all phases of the Zero Waste Plan
are implemented to ensure the City’s actions are an
expression of the interests of all segments of the Chula
Vista community.
52
2022/03/01 City Council Post Agenda Page 261 of 312
References
1. City of Chula Vista, Climate Action Plan, City
Council Resolution 2017-186, September 2017
www.chulavistaca.gov/departments/clean/
conservation/climate-action-plan
•City of Chula Vista, Climate Adaptation Plan, 2011
•City of Chula Vista, Climate Mitigation Plan, 2008
•City of Chula Vista, Carbon Dioxide Reduction Plan, 2000
2. Zero Waste International Alliance, Peer Reviewed
Zero Waste Definition, December 2018.
3. U.S. Environmental Protection Agency, Advancing
Sustainable Materials Management: 2016 Recycling Economic
Information Report and Methodology, October 2016
www.epa.gov/sites/production/files/2017-06/
documents/final_epa_2016_rei_methodology_0.pdf
4. State of California Legislation: 1) California Integrated
Waste Management Act of 1989; 2) Assembly Bill 341, 2011;
3) Senate Bill 1826, 2014; 4) Senate Bill 1383, 2016
www.leginfo.ca.gov
5. California Department of Resources and Recovery
(CalRecycle), State of Disposal and Recycling in California
for Calendar Year 2017, February 15, 2019
www2.calrecycle.ca.gov/Publications/Download/1399
6. CalRecycle, 2018 Facility-Based Characterization
of Solid Waste in California, May 15, 2020
www2.calrecycle.ca.gov/Publications/Download/1458
7. California Integrated Waste Management Board, Integrated
Waste Management Board Strategic Plan 2001
www2.calrecycle.ca.gov/publications/documents/.../52001008.doc
8. SCS Engineers, Landfill Waste Characterization Study for
Materials Generated within the City of Chula Vista, January 2016.
9. R3 Consulting Group, Modeled Greenhouse Gas
Emissions Diverted from Otay Landfill Based on Chula
Vista Zero Waste Plan Actions, February 8, 2021.
10. Peer Review Consultant Services, Richard
Anthony, Richard Anthony Associates.
53
2022/03/01 City Council Post Agenda Page 262 of 312
Appendix A – Summary
of Future Planned Actions
Future Planned Actions are categorized as short-term
(3-5 years to completion), medium-term (6-10 years to
completion), or long-term (11-14 years to completion)
which refers to the commencement and timeframe for
implementation and completion of carefully planned and
prescribed initial eorts becoming operational. After five
years a reevaluation will be conducted to determine the
validity of the actions in the Zero Waste Plan. Actions
could be discontinued or revised. The Zero Waste Plan will
be flexible allowing for development of new, innovative
actions. For complete details of the Zero Waste Plan
Strategies and Actions, please consult the full write-up.
Task 1. Page 28
Promote and Support Source
Reduction and Reuse
Source reduction means stopping the creation of waste
at the outset through activities designed to reduce the
volume, mass, or toxicity of products. Upstream reuse of
suitable materials is a key activity to achieve reduction
goals. Source reduction and reuse saves resources and
lessens money spent for obtaining new raw materials.
Opportunities to employ innovative technologies to
support this eort will be explored.
Current Actions, Programs and Operations Page 28
Action 1.1: Short-Term. Page 30
Conduct two additional Fix-It clinics for a total of four
throughout the calendar year.(Start Q2 2022)
Action 1.2: Short-Term. Page 30
Prepare and distribute a mass mailer once per year.
Use other communication tools including a webinar,
quarterly social media posts, and two newsletter
articles to reach 85,000+ Chula Vista homes on the
benefits of reuse and repair. Conduct surveys to
evaluate results. (Start Q2 2022)
Action 1.3: Short-Term. Page 31
Work with 10 retail stores and other businesses
annually to reuse and repurpose items that are
routinely discarded. Support existing networks
using mailers, press announcements, webinars, and
social media to create awareness and encourage
behavior change that will increase items donated
from businesses that are listed for creative reuse (also
known as upcycling or repurposing) and accessed
by organizations, artists, crafters, teachers, and
individuals to obtain reusable items.(Start Q2 2022)
Action 1.4: Short-Term. Page 32
Arrange and conduct exchange events with exchange
network participants where artist and other
communities can obtain discarded materials. Conduct
two events per year similarly to Fix-It clinics and
as a component of City events including South Bay
Earth Day and other publicly held mass attendance
events (Harbor Fest or similar) throughout the year.
(Start Q3 2023)
Action 1.5: Short-Term. Page 32
Prepare and conduct information campaigns twice
per year to encourage collection and distribution
of discarded materials to support these exchange
networks. (Start Q3 2023)
Action 1.6: Short-Term. Page 32
Prepare and disseminate quarterly messaging via Oce
of Sustainability social media platforms to complement
the discarded materials exchange networks information
54
2022/03/01 City Council Post Agenda Page 263 of 312
campaigns. The information that is shared will
provide updated data regarding materials and items
available for reuse. Key platforms could include
Craigslist, Facebook (Materials Exchange Groups),
Twitter, Instagram, Nextdoor, Nixle and others.
(Start Q3 2022)
Action 1.7: Short-Term. Page 32
Collaborate with and inspire the Chula Vista
Elementary and Sweetwater Union High School
Districts to encourage all middle and high schools to
create an “Eco-friendly Vintage Clothing Exchange”
at their schools. Exchanges would include “Uniform
Swap Day” and “Vintage Clothing Day” events where
clothes could be displayed and traded at no cost or sold
for nominal, below-market prices.(Start Q2 2022)
Action 1.8: Short-Term. Page 32
Collaborate with Sweetwater Union High School
District to encourage and provide innovative
approaches and guidance to high schools to expand
on the established Princess Project during spring
that provides prom dresses for girls and include
dress clothes (tuxedos and suits) for boys. In the fall,
encourage a similar exchange of Halloween costumes
at K-6, middle, and high schools throughout Chula
Vista. (Start Q2 2022)
Action 1.9: Short-Term. Page 33
To further encourage clothing reuse, create a
mechanism for having unsold clothes from weekly
garage sales throughout the City be donated to local
reuse stores. For communities that hold “community
garage sales” oer this mechanism to handle unsold
clothes. Conduct outreach to reuse businesses to
engage their support and participation. Work with
local Chula Vista stores to gauge increases in donation
volume to evaluate this eort.(Start Q1 2023)
Action 1.10: Short-Term. Page 33
Complete set up of the Reuse Program store (convert
existing storage shed) at the City’s HHW Facility for
household cleaning products and paints and begin
store operations. Track types and quantities of reusable
products issued to residents through the Reuse Program.
(Start Q2 2022)
Action 1.11: Short-Term. Page 34
Promote the availability of the Reuse Program through
the City’s CLEAN website and an annual information
campaign to residents and HHW users. Track number
of visits to the website to determine outreach results.
(Start Q2 2022)
Action 1.12: Short-Term. Page 34
Complete development of the ordinance to disallow
single-use plastic products and include opportunities
from businesses, interest groups and the residents
to provide public comment and support prior to City
Council approval.(Start Q2 2022)
Action 1.13: Short-Term. Page 34
Develop an implementation plan for the ordinance
and begin implementation in 2023. This will include
an educational component for restaurants and other
businesses.(Start Q2 2022)
Task 2. Page 35
Reduce the Use of Toxic Materials
Reducing the use of toxic chemicals can reduce the risk
of adverse health and environmental eects, in addition
to creating economic advantages such as reductions in
costs of raw materials and waste disposal.
Current Actions, Programs and Operations Page 35
55Appendix
2022/03/01 City Council Post Agenda Page 264 of 312
Action 2.1: Short-Term. Page 38
Complete an annual communication campaign to
Chula Vista residents on toxic reduction efforts that
includes educational social media posts to reinforce
campaign messages and informs the community about
“Toxic Free Day.” Conduct surveys to evaluate results.
(Start Q1 2023)
Action 2.2: Short-Term. Page 38
Place QR codes on all printed educational materials
(flyers, brochures, fact sheets, signage) covering
sustainability and Zero Waste to direct users to specific
pages on the Chula Vista CLEAN website. (Start Q1
2022)
Action 2.3: Medium-Term. Page 38
Increase collection of properly disposed toxic
materials each year at the HHW facility and other take
back events with a goal of up to 14 additional tons a year.
(Start Q1 2022)
Task 3. Page 39
Promote and Educate
on Zero Waste Principles
The key is to create a community of “Zero Waste
Champions” including children, residents, business
leaders, city sta, elected ocials, and other interested
parties. A more inclusive Zero Waste marketing
program throughout Chula Vista will have to reach all
corners of the community so it permeates all aspects
of life, including new community development,
commerce, and government.
Current Actions, Programs and Operations Page 39
Action 3.1: Short-Term. Page 40
Conduct four additional Zero Waste Workshops
anually as separate events (live or virtual) or
incorporate into larger city events. Simultaneously,
conduct similar classes (live and virtual) at City
libraries. (Start Q3 2022)
Action 3.2: Short-Term. Page 41
Collaborate directly with five schools in the
Sweetwater Union High School and Chula Vista
Elementary School District schools to offer waste
reduction education sessions. Utilize current, reliable
information from educational sources specific to
educating children on sustainability. (Start Q4 2022)
Action 3.3: Short-Term. Page 41
For schools with Eco-Clubs/Groups, coordinate
with Group Leaders, to conduct an annual summit
workshop during Earth Month (in April) to further
educate on Zero Waste principles, actions, and
learning opportunities and support school’s Green
Week activities.(Start Q4 2022)
Action 3.4: Short-Term. Page 41
Develop specific messaging on Zero Waste strategies
that staff can use when communicating with
residents, businesses, and other City departments
to help educate and change behaviors. This would
include educational information on use of virgin and
recycled materials to produce consumer products.
Update messaging annually to include more practices.
(Start Q2 2022)
56 Appendix
2022/03/01 City Council Post Agenda Page 265 of 312
Action 3.5: Short-Term. Page 42
Establish a network of 30 volunteers to serve as “sorter
associates or liaisons” at four City events annually.
Provide students (middle, high school, college) and
other interested community members, including
Master Composter Program participants, with training
opportunities for participation to fulfill community
service requirements. (Start Q4 2022)
Action 3.6: Short-Term. Page 42
Annually provide a robust and comprehensive list of
Zero Waste websites available on a dedicated Zero
Waste webpage on the City’s CLEAN website to
expand the educational opportunities for Chula Vista
residents, businesses, schools, and other interested
parties.(Start Q2 2022)
Action 3.7: Short-Term. Page 42
Initiate the Zero Waste Business Certification Program,
as an addendum to the CLEAN Business Program. It
will recognize businesses that go above and beyond in
reducing their waste stream. (Start Q2 2022)
Action 3.8: Short-Term. Page 42
Develop Zero Waste educational information for Chula
Vista Zero Waste Champion education and recognition
program covering waste reduction, effective recycling,
proper household hazardous waste disposal, reducing
or eliminating the use of toxic products, food waste
prevention, and composting at home. (Start Q3 2022).
Action 3.9: Short-Term. Page 42
Annually recognize a unique “Zero Waste Champion”
as part of the Sustainability Commission’s
CLEAN Sustainability Champion Awards. Other
public acknowledgements will also be conducted.
(Start Q1 2023)
Action 3.10: Short-Term. Page 42
Create Zero Waste guidelines for building
deconstruction. (Start Q1 2022)
Task 4. Page 43
Support the Recycling Industry as an
Innovative Engine for Economic Development
The changes to the recycling market provide
opportunities for partnerships with businesses, the
community, and other entities to explore best uses
of innovative and smart technologies to significantly
reuse these materials. This presents the possibility of
developing markets and remanufacturing facilities for
these materials locally and throughout California and
an untold potential to create new businesses and jobs.
By keeping these raw materials local, the actions in
this task will also help reduce development of GHGs
from shipping materials overseas.
Current Actions, Programs and Operations Page 44
Action 4.1: Short-Term. Page 44
Collaborate with local jurisdictions and regional
economic councils, specifically the South County
Economic Development Council and the East
County Economic Development Council, to create
partnerships to promote, attract, and locate materials
recycling businesses in Chula Vista and South
County.(Start Q1 2022).
57Appendix
2022/03/01 City Council Post Agenda Page 266 of 312
Action 4.2: Medium-Term. Page 44
Facilitate three Recycling Market Development
Zone loans for development of the recycling market
or materials management facilities in the South Bay
region. (Start Q1 2022)
Action 4.3: Long-Term. Page 44
Research and develop a Resource Recovery Facility
at the Otay Landfill to divert up to 90% of solid and
organic wastes from the landfill by employing reuse,
repair, recycling, and composting technologies. This
facility would serve as a hub for resource recovery and
reuse of materials with an educational component for
businesses and residents. (Start Q1 2024)
Task 5. Page 45
Improve Education in Trash and
Recycling Programs to Reduce Contamination
and Increase Diversion
According to the U.S. EPA, recycling not only reduces
the amount of waste sent to landfills and conserves
natural resources, it also prevents pollution by
reducing the need to collect new raw material for
manufacturing and reduces GHGs. Recycling also
helps create new, well-paying jobs in the recycling
and manufacturing industries in the United
States. Educational actions will include innovative
communication methods to reach the residential
and business communities to help enact behavioral
changes to improve trash and recycling operations.
Current Actions, Programs and Operations Page 46
Action 5.1: Short-Term. Page 47
Develop innovative ways to reach businesses
and residents in Chula Vista. This will include
conducting a multi-year, multi-faceted “Recycle
Right” information campaign. The campaign will
resonate and elicit behavior change throughout the
City by stressing that proper recycling techniques
and waste reduction actions are ingrained in our way
of life. The campaign will feature simplified “Easy as
1-2-3” and “Recycle Right” campaign messages that
clearly specify what items are recycled and placed in
recycling bins. Messages will include “Keep it Clean,”
“Scrape or Wipe,” “Keep It Loose,” and “No Plastic
Bags in Recycling Bins.” (Start Q2 2022)
Action 5.2: Short-Term. Page 47
Complement the multi-year “Recycle Right”
information campaign with annual updating of the
City’s CLEAN website recycling pages with recycling
FAQs and City-produced and industry-available
videos to reinforce and emphasize behavior change
needed for proper recycling. (Start Q2 2022)
Action 5.3: Short-Term. Page 47
Conduct multiple on-site audits to educate 1,500
businesses annually on proper recycling and trash
disposal and right-sizing service levels. Encourage
and assist businesses to develop “in-house” waste
disposal and recycling plans to help each establishment
determine how much waste is generated by their
operations. This audit eort will be modified to support
Task 6 to reduce and divert organic materials from
landfills. (Start Q1 2022)
58 Appendix
2022/03/01 City Council Post Agenda Page 267 of 312
Task 6. Page 48
Keep Organic Materials Out of Landfills
Currently, organics are the largest component of
the City’s trash representing approximately 44
percent of the waste stream. A statewide study
commissioned by CalRecycle in 2014 and the 2016
Waste Characterization Study of waste from Chula
Vista homes and businesses sent to the Otay Landfill
reaffirms this finding. The City’s implementation
of California Senate Bill 1383 (SB 1383) to divert
organic waste from the landfill is a key component of
Task 6.
Current Actions, Programs and Operations Page 48
Action 6.1: Short-Term. Page 50
Implement a fully operational program for compliance
with SB 1383. (Start Q1 2022)
Action 6.2: Short-Term. Page 50
The City will work with Chula Vista residents and
businesses to implement services and develop a strong
public outreach, education, and participation program
to fulfill requirements of SB 1383 by all organic waste
generators. (Start Q1 2022)
Action 6.3: Short-Term. Page 50
Monitor all organic waste generators for compliance
with state organic waste diversion laws. Utilize
innovative smart technologies and software to enhance
and increase eciency for data collection and analysis
for compliance reporting. (Start Q4 2022)
Action 6.4: Short-Term. Page 50
Increase education and awareness for residents to
understand the benefits of composting by conducting
one additional seven-week Master Composter
Workshop each year to train 30 or more people on
backyard composting. (Start Q3 2022)
Action 6.5: Short-Term. Page 50
Develop other compost-focused educational activities
at various locations throughout the City with up to two
opportunities each year. (Start Q2 2022)
Action 6.6: Short-Term. Page 50
Conduct two NatureScape Workshops per year and
include a component on the benefits of composting.
(Start Q2 2022)
Action 6.7: Short-Term. Page 50
Work with Republic Services, the Otay Landfill Operator
to develop compost markets in the region to increase
compost production and distribution. (Start Q1 2024)
Action 6.8: Short-Term. Page 50
Work with local nonprofit organizations to
initiate a residential gleaning program. Excess
fruit and vegetables could be picked through a
coordinated eort from residents’ properties for
local distribution to those in need. (Start Q1 2023)
Action 6.9: Medium-Term. Page 50
Identify and evaluate technologically advanced solutions
like anaerobic digestion facilities and traditional
composting methods to manage high solids organic
waste like landscape waste. (Start Q1 2024)
59Appendix
2022/03/01 City Council Post Agenda Page 268 of 312
Design by Mint and Merit
Acknowledgements
— Collaborative
Engagement
The City of Chula Vista’s Office
of Sustainability prepared the
Zero Waste Plan.
The City would like to
celebrate and acknowledge
those who advised and
provided input.
• Technical support from R3
Consulting Group Inc. and
Rick Anthony Associates
• Chula Vista Sustainability
Commission
• Community feedback from
residents, businesses and
other community members
provided during virtual
presentations and via
online public comments.
2022/03/01 City Council Post Agenda Page 269 of 312
RESOLUTION NO. ________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE 2022-2035 WASTE
REDUCTION STRATEGIC PLAN, CHULA VISTA’S ROAD
PLAN TO ZERO WASTE
WHEREAS, Zero Waste supports a design framework that redefines “wastes” that are
discarded and considers and promotes the total lifecycle of these materials as valuable “resources”
that can be reused, repaired, recycled, or composted; and
WHEREAS, Zero Waste principles follow an established hierarchy that promotes the
highest and best use of materials to eliminate waste and pollution moving in logical increments
toward the goal of Zero Waste through the core principles of:
pursuing “upstream” redesign strategies to reduce the volume and toxicity of discarded
products and materials, and promote low-impact lifestyles;
improving “downstream” reuse, repurposing, recycling, and composting of end-of-life
products and materials to ensure their highest and best use;
fostering and supporting use of discarded products and materials to reinvest and drive local
economic and workforce development; and
WHEREAS, Zero Waste local and regional public-private partnerships to provide the
infrastructure and services needed to accomplish the steps in the Zero Waste hierarchy; and
WHEREAS, Chula Vista’s Zero Waste Plan includes six key strategies consisting of
specific actions that build upon existing waste diversion infrastructure and incorporate use of
innovative and smart technologies with the following actions:
1. to promote and support reduction, reuse, and repurposing;
2. reduce the use of toxic materials;
3. promote and educate the community on Zero Waste principles;
4. support the recycling industry as an innovative engine for regional economic development
to fuel new businesses, expand existing markets and create jobs;
5. improve education in trash and recycling programs to reduce contamination and increase
diversion;
6. keep organic materials out of landfills; and
WHEREAS, implementation of a Zero Waste Plan for Chula Vista will divert organic
materials from the landfill that lessens production of methane reducing environmental impacts and
the amount of greenhouse gases (GHGs) from entering the atmosphere, combats climate change,
creates healthier communities, and spurs economic activity; and
2022/03/01 City Council Post Agenda Page 270 of 312
WHEREAS, the City will engage in a holistic approach to Zero Waste and product
stewardship involving Chula Vista residents, businesses, product manufacturers, and producers,
and the recycling industry in an environmental management waste reduction strategy; and
WHEREAS, Chula Vista will join numerous California cities and local governments
throughout the United States and worldwide that have adopted a goal of achieving Zero Waste;
and
WHEREAS, the City will strive to implement and pursue an overarching waste reduction
plan to achieve a Zero Waste goal of 90 percent waste diversion by 2035.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it adopts the 2022-2035 Waste Reduction Strategic Plan – Chula Vista’s Road Plan to Zero
Waste.
Presented by Approved to as by
____________________________________ ___________________________________
Eric Crockett Glen R. Googins
Economic Development City Attorney
2022/03/01 City Council Post Agenda Page 271 of 312
WASTE REDUCTION STRATEGIC PLAN
2022-2035
Chula Vista’s Road Plan to Zero Waste
www.chulavistaca.gov/ZeroWaste
1
2022/03/01 City Council Post Agenda Page 272 of 312
Waste Reduction Strategic Plan –Public Input
•60-Day Public Comment Period –
Aug. 2 -Sept. 30, 2021
•Plan posted on website for public review and to
receive public comments
•12 presentations to Community Groups, over
200 attendees
•Sustainability Series Webinar –Sept. 16, 2021
•Comments reviewed, Plan modified, new
Action added
2
2022/03/01 City Council Post Agenda Page 273 of 312
Zero Waste Plan –Introduction
•Continues Chula Vista’s visionary formulation of
strategic plans to create a cleaner environment
•Planned Actions and City’s current waste reduction
activities aim to achieve Zero Waste goals
•Change the mindset –wastes are resources
•Lessen impacts of greenhouse gas (GHG) emissions
GOAL -per the City’s 2017 Climate Action Plan -Zero
Waste Plan seeks 90% waste diversion by 2035
Six Key Tasks –Strategies with Measurable Actions
3
2022/03/01 City Council Post Agenda Page 274 of 312
Defining Zero Waste
“The conservation of all resources by means of responsible
production, consumption, reuse, and recovery of products,
packaging, and materials without burning and with no
discharges to land, water, or air that threaten the
environment or human health.”
–Zero Waste International Alliance
4
2022/03/01 City Council Post Agenda Page 275 of 312
Zero Waste Planning -Key Objectives 5
2022/03/01 City Council Post Agenda Page 276 of 312
Zero Waste Planning -Best Practices
“People, Planet, Prosperity” -“triple bottom line” to achieve,
social, environmental, and economic sustainability -locally
and globally.
•Contributes to development of more sustainable, green
economy and community.
•Opportunity for all sectors of our community -to implement
innovative practices and technologies to achieve waste
reduction improvements that benefit everyone.
6
2022/03/01 City Council Post Agenda Page 277 of 312
State Waste Reduction Legislation
AB 939 –1989
Achieve 50% landfill diversion rate; reduce, reuse,
recycle, compost all discarded materials.
AB 341 –2011
Requires GHG reduction by diverting commercial solid
waste to recycling efforts, expand recycling services.
AB 1826 –2014
Requires businesses to arrange for organic recycling services.
SB 1383 –2016
Attempts to fix lack of progress in reaching recycling
goals statewide. Sets target goals to reduce organic
waste in landfills –50% by 2020; 75% by 2025. Went
into effect in January 2022.
7
2022/03/01 City Council Post Agenda Page 278 of 312
Chula Vista
Waste Stream
Recoverability Analysis
8
2022/03/01 City Council Post Agenda Page 279 of 312
Six Key
Tasks
with
Specific
Actions
9
2022/03/01 City Council Post Agenda Page 280 of 312
Anticipated Benefit of Fully Implemented
Waste Strategy
Annually equals:
-8,481 trash truck loads
Annually equals:
-30,741 passenger vehicles driven for one year
-15,905,592 gallons of gasoline consumed
-Carbon sequestered by 173,183 acres of U.S.
forests in one year
10
2022/03/01 City Council Post Agenda Page 281 of 312
TASK
•Promote Zero Waste principles
•Education campaigns –benefits of
reuse, repair, donating unwanted
items
•Conduct Fix-it Clinics
•Operate Reuse Store at Household
Hazardous Waste Facility
•Adopt ordinance to disallow
single-use plastic items in food
establishments
11
2022/03/01 City Council Post Agenda Page 282 of 312
TASK
•Develop educational materials on
benefits of reducing use of toxic
products
•Conduct annual communication
campaign to encourage “toxic-free”
practices; change behaviors of City
residents, businesses
•Annually increase collection of
properly disposed toxic materials at
the City’s Household Hazardous
Waste facility and take back events
12
2022/03/01 City Council Post Agenda Page 283 of 312
TASKTTASK
•Create a community of “Zero Waste Champions”
•Collaborate with schools, activate Zero Waste teaching
•Create Zero Waste Business Certification Program
•Adopt Zero Waste guidelines for building deconstruction
•Establish “sorter associates” network for proper food waste
disposal and recycling at City events
13
2022/03/01 City Council Post Agenda Page 284 of 312
TASLTASK
•Collaborate with local jurisdictions and regional
economic councils –attract, locate materials recycling
businesses in Chula Vista
•Facilitate Recycling Market Development Zone loans for
materials management facilities
•Research, develop Resource Recovery Facility at the
Otay Landfill
14
2022/03/01 City Council Post Agenda Page 285 of 312
TTASKASK
KTASK
•Create a “Recycle Right” vision for the City
•Conduct innovative multi-year, multi-
faceted education campaigns
•Divert, prevent valuable resources from
the landfill
•On-site audits, annually educate 1,500
businesses: proper recycling, trash
disposal, “right-sizing” service levels
•Encourage creating “in-house” waste
disposal, recycling plans
15
2022/03/01 City Council Post Agenda Page 286 of 312
TASK
•Implement organic waste recovery and
management program to comply with SB 1383:
•Increase education to divert organic wastes
•Recover edible food
•Monitor all food, yard waste generators
•Compost production and distribution:
•Develop regional compost markets -increase
usage, production
•Identify technically advanced solutions to
manage compost production
16
2022/03/01 City Council Post Agenda Page 287 of 312
Questions
For information on the Waste Reduction
Strategic Plan contact:
Bob Coleman
Sustainability Specialist
Office of Sustainability, City of Chula Vista
Email: rcoleman@chulavistaca.gov
Phone: 619-476-5332
17
2022/03/01 City Council Post Agenda Page 288 of 312
f
Pallet Shelter
2022/03/01 City Council Post Agenda Page 289 of 312
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ADOPTING THE 2022 LEGISLATIVE
PROGRAM
WHEREAS, the Legislative Program is reviewed and updated periodically to ensure that
City staff members have the direction needed to respond to legislative proposals in accordance
with the City Council’s priorities and preferences; and
WHEREAS, items covered by the Legislative Program can be acted upon quickly by the
Mayor or City Manager, or their designees, in order to respond to measures that might affect City
operations, revenue resources, and other measures; and
WHEREAS, measures which are not covered by the Legislative Program, but which are
considered sufficiently significant to merit a response from the City, can be brought before the
City Council for consideration and direction.
NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Chula
Vista, that it hereby adopts the 2022 Legislative Program, attached hereto as Exhibit A, a copy of
which shall be kept on file in the office of the City Clerk, and authorizes the Mayor, the City
Manager, and their designees to respond to proposed legislation in accordance with the
Legislative Program.
Presented by Approved as to form by
Mary Casillas Salas Glen R. Googins
Mayor City Attorney
2022/03/01 City Council Post Agenda Page 290 of 312
Legislative Program
2022
City of Chula Vista
Exhibit A
Revised March 1, 2022
2022/03/01 City Council Post Agenda Page 291 of 312
2
Overview of the City of Chula Vista
Incorporated in 1911, Chula Vista is the second largest city both in size and in
population in San Diego County, with a population of 272,000275,487 and 52
square miles.
Chula Vista is a global leader in sustainability and embracing new technologies to
enhance the safety and quality of life for its residents. It became a charter member of
the International Council for Local Environmental Initiatives (ICLEI) in the early 1990s,
completed a greenhouse gas inventory in 1996 and formally adopted its first CO2
reduction plan in 2000, making it the first city in San Diego County to adopt a climate
action plan. It has also led the way with early action on developing transit-oriented
neighborhoods, an innovative and sustainable plan to develop the Chula Vista Bayfront,
and was one of the first cities in the nation to create a smart city plan to integrate
technology to not only better serve and protect our residents but also ensure universal
internet and technology access for all communities.
As such, this Legislative Program is seen as a framework to help Chula Vista meet its
goals in continuing that leadership and enhancing the region.
The cornerstone of meeting those goals is to establish a four-year university and an
innovation district that will act as a regional economic engine to make Chula Vista and
the South Bay a global hub of green technology, emerging autonomous technology, and
building a binational economy.
This program is also intended to be a living document that should be updated by staff
periodically as circumstances and goals change but the foundation will always be
finding ways to enhance our city and the quality of life for our residents.
Guiding Principles of Legislative Program
Our Legislative Program is a tool to protect, promote, and guide our City’s interests on
priority issues and legislative/regulatory matters that might impact the City at the state
and federal level. The guiding principles and broad policy statements below allow City
staff and legislative advocates to address legislative and regulatory issues in a timely
and directed manner, without precluding City Council consideration of additional
legislative matters arising throughout the year.
With the continued growth of the City and planned development in the futu re, the City’s
Legislative Platform is aimed at securing legislative policies and resources that will help
the City manage this growth, fund critical infrastructure needs, keep the City safe and
maintain and enhance the quality-of-life residents have come to expect.
1) Maintaining Local Control
• Support efforts that preserve and protect our local authority to enact policy
pertaining to local affairs. Oppose measures that seek to preempt local control
without the occurrence of the City.
2022/03/01 City Council Post Agenda Page 292 of 312
3
2) Promote Fiscal Responsibility
• Support efforts that promote fiscal stability, predictability, and financial
independence. Support efforts that preserve and promote the City’s revenue
base. Oppose efforts that mandate costs with no guarantee of local
reimbursement or offsetting benefit, and that shift local funds to the county, state
or federal government, without offsetting benefits.
3) Promote Economic Development
• Support efforts that are designed to provide local governments with the tools
necessary to bolster economic development and efforts streamlining initiatives
that would enhance our ability to attract and retain businesses as well as
encourage business expansion and job retention.
4) Support Funding Opportunities
• Support efforts that allow the City to compete for its fair share of regional, state
and federal funding including competitive grants and other funding programs.
Support efforts that promote dedicated funding streams at the regional, state and
federal levels allowing our City to maximize local revenues, offset and leverage
capital expenditures, and maintain our goals and standards.
2022/03/01 City Council Post Agenda Page 293 of 312
4
Legislative Priorities
Reform of AB 1486 (Ting) and expansion of CalGrant Program Access
For over thirty years the City has persistently pursued the acquisition and development
of two major employment centers, the 535 acre Chula Vista Bayfront Redevelopment
project and the acquisition of almost 400 acres in the Eastern portion of the City for a
new bi-national multi-institutional University and Innovation District project. Most
recently Chula Vista was studied along with four other cities as a potential location for
new State University and during that same year was the passage of AB1486 and efforts
to open access to the CalGrant program.
AB 1486 (Ting), the Surplus Lands Act, was enacted on January 1, of this year2021,
has severely hampered our three decades of efforts to develop a University and
Innovation District, as envisioned by the 2018 adopted Environmental Impact Report
and Specific Plan Area. The bill has removed our ability to negotiate to develop a new
self-sustaining model of education for our South Bay residents through its requirement
to provide this land for affordable housing before our University and Innovation District
uses.
It is critical that AB1486 be amended to exempt the Chula Vista University and
Innovation District project so we can pursue our efforts to create jobs and new
educational opportunity for our residents of the South Bay.
Furthermore, our pursuits most likely willcould involve non-profit out of state institutions
and it will be important for these institutions and their students to have access to the
State’s CalGrant program for out-of-state institutions with brick and mortar facilities in
California.
Assistance in obtaining Federal and State funds for Grade Separations at major
crossings.
As we complete our Bayfront project, mobility and the free flow of people and goods to
and from Chula Vista will be critical as more people will be coming to Chula Vista to
enjoy our bayfront, to work and live in our city. Because of this, it is essential that we
continue to expand our public transit system and its frequency. In order to do so, grade
separations along the Blue Line Trolley are urgently needed along Palomar Street, F
Street, H Street, and E Street. Palomar street has been identified by SANDAG as vitally
needed to reduce congestion in the western part of Chula Vista and was ranked in the
top two most urgently needed separations and our city has already invested over
$3,000,000 in plan and design. Ideally, the state could provide funding to complete this
project as it did for the City of San Diego for the at grade crossings at Park Boulevard
and Harbor Drive.
2022/03/01 City Council Post Agenda Page 294 of 312
5
Secure additional state Funding to support relinquishment of State Route 125 from
SANDAG to CalTrans.
Chula Vista currently has a jobs-housing imbalance with more than 70% of the total
workforce leaving Chula Vista for employment throughout the region. It is estimated that
approximately 80,000 residents must commute north into San Diego and beyond each
workday. This imbalance results in extreme unidirectional freeway gridlock in the AM
and PM commutes while the opposite direction of traffic is free flow. Intra -regional
commutes would be better balanced through the creation of jobs in Chula Vista and the
South Bay region.
Improving opportunities for businesses to locate in Chula Vista and the region would
help to address transportation congestion in our region’s mobilit y network by more fully
utilizing the existing capacity that exists along our regional freeways and arterials when
commuting south in the morning and north in the evening peak hours. Chula Vista staff
has heard directly from businesses considering locating in Eastern Chula Vista that the
State Route 125 (SR-125) toll road, or South Bay Expressway (SBX), operated by San
Diego Association of Governments (SANDAG), is a significant impediment to their
ability to locate here.
The tolls represent an additional financial burden for their employees when traveling to
and from their place of employment. To better understand what options exist to alleviate
this impediment, staff reviewed the bond indenture documents, annual financial
statements for the SBX, and has had extensive meetings with SANDAG staff. It is
important to note that the tolls established for the SBX are intended to repay the debt for
purchasing the facility and not for the purpose of congestion management.
During these discussions and review of documents it was determined that the bonds
that are financing SBX are callable in 2027 provided that SANDAG can address the gap
of $32.4 million between projected cash on hand ($110.8 million) and the outstanding
remaining debt ($143.2 million) in 2027. It must also terminate the franchise agreement
with CalTrans in 2028 or earlier in order to set aside funds for the payoff of the debt.
As part of this process to speed up the relinquishment of SBX, discussions with
SANDAG staff determined that financial assistance will be needed by the state in order
to compel CalTrans to terminate the franchise agreement so as to offset the additional
expenses of maintaining and improving the roadway at an earlier than the expected
date of the franchise agreement.
2022/03/01 City Council Post Agenda Page 295 of 312
6
Early retirement of the SBX toll facility debt will increase the opportunity to balance
mobility demands and reduce regional VMT with the creation of an employment centers
in the surrounding South Bay region. As the only tolled freeway in San Diego County,
relinquishment of SR-125 will incentivizing businesses to locate in Chula Vista and the
South Bay region, which for a long time this region has been neglected as it is mostly
made up of communities of color that have disproportionally impacted by lack of
economic opportunity and environmental justice. The relinquishment would help to
alleviate transportation congestion on our region’s freeways by more fully utilizing the
existing capacity that exists along South Bay freeways and arterials when commuting
south in the morning and north in the evening.
Secure legislative support and funding from the State of California for
infrastructure to seed Phase 1 of Chula Vista’s University-Innovation District.
Chula Vista is the only city in California with a population greater than 200,000
residents that does not have a nonprofit or state university within its city limits. In
addition, the South Bay area of San Diego County has approximately 500,000
residents and no public or private non-profit university. It is critical to provide
viable, equitable and accessible pathways to higher education which requires the
elimination of barriers to access public universities and successful degree
completion.
The City has acquired 383 contiguous acres of greenfield property together with 155
acres of state-of-the-art sports facilities used as an Olympic Training site. This provides
a conservative estimated total value of approximately $700 million dollars toward a
University partner. In addition, the City of Chula Vista has an approved land use plan
for the University-Innovation District that would allow an institution to benefit from the
co-location of academic and industry partners within a common footprint or building .
The City is actively recruiting a unique mix of academic partners in an effort to cultivate
an environment different from a traditional university campus that will integrate with
commercial, retail, and residential development in an urban, mixed -use setting. The
location and vision also provides an environment for cross-border economic, social and
cultural development.
2022/03/01 City Council Post Agenda Page 296 of 312
7
Policy Statements
The following categories of policy statements are broad and are not intended to be all-
inclusive but will be used as a reference tool and guideline for the City’s advocacy
efforts.
Administrative Services
General Area of Review: Elections, Ralph M. Brown Act, Public Records Act, Political
Reform Act, conflict of interest, insurance, tort reform and open and transparent
government.
• Support legislation to allow alternative methods of meeting public notice
requirements and enhancing them with cost effective and innovati ve, user
friendly methods of communication
• Support efforts to change the legal principle of ‘joint and several liability’ to
protect cities against ‘deep pocket’ liability
• Support efforts to minimize governmental exposure to frivolous lawsuits. Create a
more equitable balance for cities to recover attorney fees
• Support efforts to improve liability protection for governmental agencies and their
personnel
2022/03/01 City Council Post Agenda Page 297 of 312
8
Community Service
General Area of Review: Parks, recreation, libraries, cultural arts, youth, community and
human services programs.
• Support funding efforts to construct or renovate parks and recreation facilities in
aging/underserved areas of the city
• Support park bond measures that provide per capita and competitive grants for
park and recreation facility development and renovation
• Support funding for after-school art and recreational programs promoting the arts
and physical exercise
• Support funding for access opportunities for all citizens for physical activity,
proper nutrition and healthy lifestyle options
• Support funding efforts to connecting libraries to the same statewide, high -speed,
broadband backbone for the K-12 system, UC, CSU and community colleges
• Support fully funding the California Public Library Fund and eliminate financial
penalties to municipal libraries experiencing budget reductions
• Guarantee libraries the largest possible discount in rates for telecommunication
services, internal connections and internet access
• Support library bond measures that provide per capita and competitive grants for
library facility construction and renovation
• Support efforts to fund after-school library programs for crime diversion during
critical hours
• Support legislation to establish the threshold for library capital bonds or operating
levies measures from 66.7% to 55% approval to pass
• Support legislation that prohibits discrimination based on race, ethnicity, national
origin, religion, gender, sexual orientation, gender identity, age, disability or
immigration status
2022/03/01 City Council Post Agenda Page 298 of 312
9
Employee Relations
General Area of Review: Labor relations, employee relations and other matters related
to human resources.
• Support efforts to protect and enhance cities’ ability to establish conditions of
employment, including hours, wages, benefits, the meet -and-confer process,
appeal procedures and management rights
• Support efforts to reform the California Workers’ Compensation Program to
reduce public costs
• Oppose efforts for mandated binding arbitration in public employee disputes
2022/03/01 City Council Post Agenda Page 299 of 312
10
Environmental Quality
General Area of Review: Air, water and water quality, climate change, CEQA, integrated
waste management, hazardous materials, coastal issues, and utilities.
• Support programs and rate structures that expand access to solar and other
clean energy technologies, particularly for renters and other underserved
community members
• Support programs that provide incentives for energy and water saving upgrades
• Support legislative efforts to strengthen San Diego Community Power, our CCA,
to provide more affordable and clean electricity options
• Create new and sustainable funding opportunities to support local habitat
preservation, water conservation, water reuse and recycling efforts
• Oppose New leases for oil/gas development in state -owned coastal waters off
San Diego County
• Oppose restrictions on local jurisdictions’ authority and ability to adopt
environmental policies and codes exceeding state or federal standards
• Reinforce local control of telecommunications, energy, water, franchise
agreements
• Support reauthorization of the CPUC Public Goods Charge, and legislation that
provides local funding to complement environmental and economic sustainability
• Clean up Digital Infrastructure and Video Competition Act (DIVCA) legislation
• Monitor for impacts on water quality standards and storm water discharge
requirements (AB 377)
• Promote ‘smart growth’ incentive programs, reward agencies that promote
sustainable practices such as energy conservation, renewable resources, green
buildings and the reduction of CO2 emissions.
• Develop new funding source to cover all additional Local Agency costs in order to
comply with new State and Regional Water Quality Control Board Stormwater
Permits since new permit requirements create unfunded mandates
2022/03/01 City Council Post Agenda Page 300 of 312
11
Housing, Community, Economic Development
General Area of Review: Land use, development, annexation and incorporation,
building standards, economic development, redevelopment and enterprise zones,
mobile home and sign regulations.
• Support legislative efforts to assist our city to attract businesses and industry that
will advance responsible Economic Development that will cement Chula Vista’s
position as a national leader in embracing new technologies and environmental
innovation
• Secure an exemption from the Surplus Lands Act (AB 1486) for the City’s
University and Bayfront projects
• Promote local purchasing, hiring and workforce training that create quality career
opportunities and living wages for the local workforce
• Provide startup funding for economic development programs/partnerships
• Fund extending advanced telecommunications, smart grid energy, sustainable
water supply and transportation infrastructure that helps develop quality jobs in
disadvantaged communities
• Promote opportunities for public art funding and encourage programs that tie arts
and culture to economic development
• Strengthen and/or add tools to promote redevelopment of economically
distressed areas
• Prevent the loss of affordable housing with assistance from federal or state
funding
• Support new affordable housing development opportunities and
preservation of existing affordable housing
• Support legislative efforts to enhance funding for homeless services,
outreach, prevention, and assistance
• Support City’s operations of a bridge shelter for homeless individuals
• Support efforts to assist first-time home buyers and promote pathways to home
ownership
• Support opportunities for the construction development of workforce housing and
permanent supportive housing and programs
• Support equitable distribution of housing funds from regional, state or federal
agencies
• Support efforts to preserve and enhance mobile home livability
• Promote historic preservation and facilitate the funding of it
• Support public health and age friendly livability
• Support efforts that assure ensure major changes to Building, Energy or
Accessibility code requirements are given enough time and resources for local
government and industry training
• Support legislation that eliminates regulatory and processing barriers for projects
that enhance or restore biological habitats
• Exempt stormwater fees from the restrictions of Proposition 218
• Fund construction of needed infrastructure, parks, libraries and other civic/public
safety programs
2022/03/01 City Council Post Agenda Page 301 of 312
12
Public Safety
General Area of Review: Law enforcement, fire and life safety, emergency
communications, emergency services, disaster preparedness, and nuisance abatement.
• Support efforts to reinstate Federal COPS and State SLESF grant programs
• Increase employment opportunities through the California Firefighter Joint
Apprenticeship Program
• Fund emergency preparedness measures, particularly those related to wildland
fire and fund minimizing fuels in wildland interface areas
• Support efforts to prohibit drone operations that prevent or interfere with
firefighting efforts
• Expand the availability of Automated External Defibrillator (AED) in higher
occupancy structures
• Support funding activities that will reduce the incidence of drownings
• Continue funding for "front-line" law enforcement for AB 109 compliance
• Provide adequate resources to support public safety response to the mental
health crisis involving the homeless population
• Oppose efforts to allow unlicensed fire protection contractors to install fire
protection systems
• Oppose efforts to preempt local public safety ordinances
• Oppose any efforts to impose upon police department the responsibility to
enforce federal immigration laws
2022/03/01 City Council Post Agenda Page 302 of 312
13
Revenue and Taxation
General Area of Review: Finance administration, taxation reform, general and special
revenue and revenue sources at the federal, state and local levels.
• Provide grant distribution criteria that includes a ‘per capita’ component in
addition to ‘merit-based’ programs
• Oppose unfunded mandates and legislation that reduces local control or abridges
home rule authority
• Oppose any repeal of Gas Tax exemption for local agencies
• Oppose efforts to preclude cities from collecting Utility Users Tax, including
revenue on cellular or digital telephone use
• Protect or enhance local government revenue resources including sales, property
and use taxes, COPS (Citizens' Option for Public Safety), and Booking Fees
• Support reducing the vote threshold for special use taxes from 66.6% to 55%
• Support the establishment of a federal Marketplace Fairness Act and oppose any
efforts to roll back the 2018 Wayfair decision
• Oppose efforts to limit cities’ ability to impose franchise fees, taxes, etc. on cable
or satellite television or other telecommunication operations & services
2022/03/01 City Council Post Agenda Page 303 of 312
14
Transportation, Communication and Public Works
General Area of Review: Transportation, construction, telecommunications and general
public works related areas.
• Support legislation that allows for opportunity to pay off bonds for SR 125 prior to
2043 provided capital, overhead costs and non -operating expenses can be
minimized and additional toll revenues are allocated to debt service.
• Request support for transferring maintenance of SR 125 to Caltrans when SR
125 is paid off and tolling has ended
• Support efforts to allow local agencies flexibility in complying with the Americans
with Disabilities Act to provide the greatest benefit to the disabled population, and
provide protection from third3rd party lawsuits
• Oppose elimination of Rule 20A Utility Undergrounding Program
• Support efforts to fund programs to provide high-speed internet to lower income
residents
• Support efforts for funding for priority infrastructure projects including drainage
and other improvements to the storm drain system
• Support efforts for funding the region’s top priority rail grade separation project
on Palomar Street at Industrial Boulevard
• Oppose any further restrictions on the use of multi-year renewable contracts
• Support legislation to reduce municipal costs associated with Caltrans projects
• Supports efforts (or legislation) that enhance traffic safety on city streets for all
modes of transportation (AB 43)
• Oppose efforts to preempt local authority with the goal of assisting the wireless
industry in the expansion of broadband access by allowing access to City
infrastructure including light poles, traffic poles, etc. While SB 556 purports to
preempt local authority with the goal of assisting the wireless industry in the
expansion of broadband access, it fails to set any requirements for the wireless
industry to expand broadband facilities or close the digital divide. (SB 556)
• Support efforts to expedite disbursement of Proposition 84 funds to local
government
• Promote grant requests submitted by the City
• Support efforts to protect dedicated transportation and public transit funds
2022/03/01 City Council Post Agenda Page 304 of 312
15
Conclusion
Chula Vista is on the cusp of being an engine of economic and cultural growth that
reflects the values of our region. The values of inclusion, sustainability, and
responsibility.
It is the hope that this legislative program will help to realize this vision and strengthen
Chula Vista to make it a center for strong education, clean technology, and advanced
manufacturing to a growing and well‐educated middle‐class for the San Diego Region.
2022/03/01 City Council Post Agenda Page 305 of 312
2022/03/01 City Council Post Agenda Page 306 of 312
JuliaSanchez
From:TamishaWoodsonbehalfofCityClerk
Sent:Friday, September24, 20213:20PM
To:JuliaSanchez
Subject:FW: CityofChulaVista: HealthAdvisory CommissionApplication
FollowUpFlag:Followup
FlagStatus:Flagged
Seebelow.
Tamisha Woods
Sr. Records Specialist
From: webmaster@chulavistaca.gov <webmaster@chulavistaca.gov>
Sent: Friday, September24, 202112:17PM
To: CityClerk <CityClerk@chulavistaca.gov>; Stacey Kurz <SKurz@chulavistaca.gov>; AdriannaHernandez
adhernandez@chulavistaca.gov>; KarlaMendez <KMendez@chulavistaca.gov>; HealthyChulaVistaAdvisory
Commission <HCVAC@chulavistaca.gov>
Subject: CityofChulaVista: HealthAdvisory CommissionApplication
Warning:
External Anewentrytoaform/surveyhasbeensubmitted. Email
FormName: HealthyChulaVistaAdvisoryCommissionApplication
Date & Time: 09/24/202112:16PM
Response #: 39
SubmitterID: 98966
IPaddress: 2600:1700:e540:b630:e130:94c5:7fdc:b3ce
Timetocomplete: 53min. , 0sec.
SurveyDetails
Page1
Application formembership ontheHealthyChulaVistaAdvisory Commission
1. Prefix
Ms.
2. FirstandLastName
MonicaMontano
1
2022/03/01 City Council Post Agenda Page 307 of 312
3. Email
montano.monica@scrippshealth.org
4. ResidenceAddress
5. City
ChulaVista
6. ZIPCode
91913
7. PrimaryPhone
8. Secondary Phone
Notanswered
9. AreyouregisteredtovoteinChulaVista?
Yes
10. DoyoulivewithintheCitylimitsofChulaVista?
Yes
11. HowLong?
34years
12. Employer
ScrippsHealth
13. Occupation
Community andGovernment Relations
14. Pleaseindicatearea(s) inwhichyouhaveexpertiseandexperience, orselectNone: (selectasmanyasapplicable)
HealthCare
15. Ifyouselectedoneormoreoftheareasofexpertiseandexperience above, pleasedescribeyourexpertiseand
experiencethatyouwouldbringtotheselectedarea(s). (250wordsorless)
MonicaMontañojoinedScrippsHealthin2002whereshefirstservedastheMarketingandCommunicationsManagerfor
ScrippsMercyChulaVista. ShebecameDirectorofCommunityRelationsin2010wheresheisresponsible forrepresenting
Scrippsinbusiness, industry, civicassociationsandlocallegislativeofficesaswellascommunity organizationsinSanDiego
CountyandnorthernBajaCalifornia. PriortojoiningScripps, Monicaworked atSouthwestern College foreightyearsholding
differentpositionsintheCommunityRelationsdepartment. ShealsoworkedforChulaVistaCityCouncilmember Jerry
RindoneandformedpartoftheAssemblyDistrictofficeteamforAssemblymember DeniseMorenoDucheny. Monica
receivedaB.A. inPoliticalScienceandaB.A. inJournalismfromSanDiegoStateUniversity. Shethencompletedher
Master’sinBusinessAdministrationwithanemphasisinGlobalManagement. SheisalsoagraduateofHOPELatinas
HispanicLeadership InstituteandtheScrippsLeadership Academy. Monicahasreceivedseveralaccoladesthroughoutthe
yearsincluding 2016WomanoftheYear, 78thAssemblyDistrictonbehalfofSpeakerEmeritus ToniAtkins, Regional
Leadership Award2016fromtheSouthCountyEconomicDevelopmentCouncilandwasnamedoneofSanDiego
Magazine’s40under40in2008. Monica, herhusband LuisanddaughterIsabelaresideinChulaVista, CA.
2
2022/03/01 City Council Post Agenda Page 308 of 312
16.
IunderstandifIamappointed toaseatthatrepresentsmydistrict, Imustmaintainmyresidencyandelectorstatus
throughout mytermstoremaineligible.
17. Haveyoupreviously served, ordoyoucurrentlyserve, onaChulaVistaBoard, CommitteeorCommission
No
18. Ifyes, whichone(s) andforwhatperiodoftime?
Notanswered
19. PerChulaVistaMunicipalCodeSection2.25.030, Iunderstand:
IfIamcurrentlyservingonaboardorcommission, Imustresignfrommycurrent boardorcommissionifIam
appointed.
Imusthaveservedatleast12monthsonmycurrentboardorcommissioninordertobeappointedtoanotherboardor
commission.
Ihavereadandacknowledged theabovestatement.
20. Areyou, orhaveyoubeen, involvedinanylocal, civic, serviceorcommunitygroups?
Yes
21. Ifyes, pleaselistthem
Haveservedinleadershiprolesincluding PastChair, currentChairofthePublicPolicyCommitteeandExecutive Board
MemberoftheSouthCountyEconomicDevelopment Council, ExecutiveBoardMemberfortheDowntown SanDiego
Partnership, SanDiegoRegionalChamberofCommerceInternationalBusinessAffairsCommitteeMember, boardmember
ofthePublicPolicyCommitteeoftheSDSU CampanileFoundation andtheSanDiegoPadresHispanicCommunityAdvisory
Council. AlsoamemberoftheChulaVista, OtayMesaandSanYsdiroChambersofCommerce.
22. WhatdoyouhopetoaccomplishintheroleofaHealthyChulaVistaAdvisoryCommissioner? (250wordsorless)
PromotethehealthandwellnessoftheChulaVistacommunityandensuringaccesstosafeandqualitycareforour
community.
23. Youmayuploadaresumeinadditiontoyourapplication (optional).
MoniResume.pdf
24. TheCityunderstands meetingschedules andindividual'savailabilitymaychange. Weaskthatyouconsiderthemeeting
schedulewhensubmittinganapplication.
IhavereviewedtheHealthyChulaVistaAdvisoryCommissionregularmeetingdate, timeandfrequency.
25.
IamfamiliarwiththeresponsibilitiesoftheHealthyChulaVistaAdvisoryCommission. IattestthattheinformationIhave
providedisaccurateandtrue.
Thankyou,
CityofChulaVista
Thisisanautomatedmessagegenerated byGranicus. Pleasedonotreplydirectlytothisemail.
3
2022/03/01 City Council Post Agenda Page 309 of 312
MONICAMONTAÑO
1587Mount TamalpaisAve., ChulaVista, CA91913(619) 678-4043 (C) (619) 300-5947(C)
EDUCATION
University ofPhoenix; DelMar, CA
MASTEROFBUSINESSADMINISTRATION
GLOBALMANAGEMENTEMPHASIS
SanDiegoStateUniversity; SanDiego, CA
BACHELOROFARTSINJOURNALISM
TELEVISION ANDRADIOEMPHASIS
BACHELOROFARTSINPOLITICALSCIENCE
WORKEXPERIENCE
ScrippsHealth, SanDiego, CA Oct2010 - Present
COMMUNITY RELATIONSDIRECTOR
Indentify, planandoverseecommunity relationsplan. Engage incommunityactivitiesandnegotiates
strategicpartnershipopportunitieswithbusinessandcivicorganizationsinorderto identify
opportunities thatpromoteScrippsHealth, improveexternalimpact, buildrelationships, garnerproject
and
supportScrip. Buildandmaintainrelationshipswithkeystakeholdergroups, business
leadersandlocallegislative officeswithinthecommunity. ServeasScrippsrepresentativeonstrategic
boardsandpanels throughoutSanDiegoCounty. Educatelawmakersandregulatorsatalllevelsof
government, communityandbusinessleadersacrossourregion, ontheissuesfacinghealthcare.
Developannualcommunity relationsbudgetandnegotiatepackages. EnforcesScrippspublicrelations
strategy, businessdevelopmentgoals andScrippsFoundationactivities andidentifyadditional
opportunities. Spanish-languagespokesperson forcorporateissues.
ScrippsMemorial/MercyHospitalChulaVista, CA May2002-Oct2010
MARKETINGANDCOMMUNICATIONSMANAGER
Identify,
MarketingandCommunications plan. DevelopaCommunity RelationsstrategyforSouthCounty. Plan
promotionsusingadvertising, specialevents, publicrelations, internet/intranetandcollateralmaterials.
Buildrelationship.
Workcollaboratively withkeyScripps customers topromote specialservices, developinternal hospital-
basednewsletters andsubmit materialsforsystemwide publications. Developannualmarketingplan
withbudgets, themesandschedules. Coordinateco-opadvertisingopportunitieswithcommunity
businesses. Identifyandexecute promotional opportunitiesforHispanicmedia. Spanish-language
spokesperson forcorporateissues.
Southwestern College, ChulaVista, CA March2001 August2001
BUILDINGREGIONALISMDIRECTOR
Jointlyadminister agrantprojectincollaboration withSanDiegoDialogue. Organizeroundtable
sessionswithcommunityleaders, concentrating ondifferentindustriestodiscussandbrainstorm
opportunitiesforregionalizingtheSanDiegoandTijuanaarea. Produceinvitations, programsand
speechestobegivenbydignitariesattheevent. Handlelogisticsandhostevents. Co-authorfinalreport.
SouthwesternCollege, ChulaVista, CA July1998 May2002
MARKETINGCOMMUNICATIONSASSOCIATE
Developandexecutemarketingandpromotionalcampaigns. Developpromotionalcampaignbudgets,
themesandschedules. Developadvertisingplanandexecuteallbuysincludingprint, radioand
television. Coordinateco-opadvertising opportunities withbusinessesandleadersinthecommunity.
Planandprepareadvertisingcontentformulticultural media, includingprint, broadcastandInternet,
andcommunicatewithadvertisingrepresentatives. SupporttheCommunityRelations programand
serveonpartnerorganizationscommittees. Assistwithpressinquiries, preparemediakits.
2022/03/01 City Council Post Agenda Page 310 of 312
MONICAMONTAÑO
Southwestern College, ChulaVista, CA March1996 - July1998
EDITORIALPUBLICATIONSASSISTANT/WEBDEVELOPMENTTEAM
Developpublicationstopromotecollegeprograms. Assistinthecoordinationofco-opadvertisingfor
opportunitieswithbusinessesinthecommunity. Coordinateandassistwithspecialevents. Produceads
forprintmedia. Workwithsalesrepsfromlocalmedia. Write, researchandprogramforSouthwestern
Collegewebsite. Clericalduties.
OneWorldEntertainment, ChulaVista, CA PerProjectBasis
PUBLICITY & SPECIALEVENTSCOORDINATOR
Developpromotional packages forartistsintheUnitedStatesandMexico; producepressreleases,
biographiesandothereditorialpublicityforartistsinthemusicindustry. Organizeco-opeventswith
entitiesindifferentcommunities. Assistinorganizationofspecialprojects.
KBNTChannel19, Univision, KearnyMesa, CA July1997 - September1997
NEWSREPORTINGINTERNSHIP
Fieldreporting, assistinwriting/interviewing inSpanish, assistinfilmingvideofootage.
OfficeofCouncilmanJerryRindone, ChulaVistaCityCouncil January1997 - May1997
AIDEINTERN
Writepressreleases, attendfunctions/meetingsinthecommunityasrepresentative, follow-upreports.
OfficeofAssemblywomenDeniseDucheny, NationalCity, CA March1995 - August1995
MEDIARELATIONSINTERN
Writepress releases; assistspecialeventscoordinatorspecializinginborderissues, buildcommunity
relations, dataentry, assistwithconstituentcallsandcomplaints. Clericalduties.
SouthwesternCollege, ChulaVista, CA August1994 - March1996
EDITORIALPUBLICITYASSISTANT
Writepressreleases, researchinformation, coordinatespecialpublication projects, conductinterviews,
preparemediakits, andassistwithspecialeventsandcommunityrelations. Clericalduties.
SKILLS
MICROSOFTOFFICEINCLUDINGWORD98, EXCEL, POWERPOINT, PUBLISHER, PROJECT ANDACCESS,
WORDPERFECT, ADOBEPAGEMAKER, PHOTOSHOP
STRONGTEAMWORKSKILLSBUTALSOABLETOWORKINDEPENDENTLY
EXCELLENTCOMMUNICATIONANDPRESENTATIONSKILLS
PROFICIENTINSPANISH (READING, WRITINGANDCONVERSATIONALTRANSLATIONTOENGLISH)
PROFESSIONALMEMBERSHIPS
ANDPASTAFFILIATIONS
2016WOMANOFTHEYEAR78TH ASSEMBLYDISTRICT ONBEHALFOFOFFICEOFSPEAKEREMERITUSTONIATKINS
SOUTHCOUNTYECONOMICDEVELOPMENT COUNCILSREGIONAL LEADERSHIPAWARD 2016
UNITEDSTATES HOUSEOFREPRESENTATIVES PROCLOMATION 2016
CHULA VISTACHAMBER OFCOMMERCES OUTSTANDING SUPPORT AWARD 2010
COUNTYOFSANDIEGO PROCLAMATION2016
CERTIFICATE OFRECOGNITION ONBEHALF OFSTATESENATOR BENHUESO 2016
2022/03/01 City Council Post Agenda Page 311 of 312
MONICAMONTAÑO
RECOGNITIONCERTIFICATE CITYOFCHULAVISTA2016
CITYOFIMPERIAL BEACHPROCLAMATION 2016
CITYOF NATIONAL CITYPROCLAMATION2016
CERTIFICATEOFRECOGNITIONCITYOFCHULA VISTA2016
SANDIEGO EASTCOUNTY CHAMBER OFCOMMERCE WOMEN INLEADRSHIP AWARDEE 2015
CERTIFICATEOFSPECIALCONGRESSIONAL RECOGNITION ONBEHALFOFCONGRESSMEMBERDUNCANHUNTER2015
SCRIPPS HEALTHVALUESINACTIONNOMINEE 2008
CERTIFICATEOFRECOGNITION ONBEHALF OFSENATORJOELANDERSON 2015
SANDIEGOMAGAZINES 40UNDER402008
CALIFORNIACHICANO NEWSMEDIAASSOCIATIONS STUDENT OFTHEYEAR1994
AMERICANCOLLEGEOFHEALTHCAREEXECUTIVES - MEMBER
CALIFORNIACOMMUNITYCOLLEGEPUBLICRELATIONSORGANIZATION PASTMEMBER
CHULAVISTACHAMBEROFCOMMERCE - MEMBER
CHULAVISTAKIWANIS BOARDMEMBER2003 2005
GREATERSANDIEGOBUSINESSASSOCIATION - MEMBER
HEALTHCARECOMMUNICATORS - MEMBER
HILLCRESTBUSINESSIMPROVEMENT ASSOCIATION MEMBER
MANADESANDIEGO - MEMBER
MEXICAN-AMERICANBUSINESS & PROFESSIONALSASSOCIATION - BOARDMEMBER 2007
NATIONALCOUNCILFORMARKETINGANDPUBLICRELATIONS PASTMEMBER
NATIONALSOCIETYOFHISPANICMBAS PASTMEMBER
OTAYMESACHAMBEROFCOMMERCE MEMBER
POINTLOMAASSOCIATION
SANDIEGOCOUNTYHISPANICCHAMBEROFCOMMERCE PAST MEMBER
SANDIEGOCOUNTYTAXPAYERSASSOCIATION BOARDMEMBER
SANDIEGOLGBTCOMMUNITYCENTER - MEMBER
SANDIEGOPADRESHISPANICCOMMUNITYADVISORYCOUNCIL BOARDMEMBER
SANDIEGOREGIONALCHAMBEROFCOMMERCE INTERNATIONAL COMMITTEEMEMBER
SANYSIDROCHAMBEROFCOMMERCE MEMBER
SANYSIDROHEALTHCENTERSLEADERSHIPCOUNCIL - MEMBER
SOUTHBAYCOMMUNITYSERVICESGALABOARDMEMBER
SOUTHCOUNTYECONOMICDEVELOPMENTCENTER CHAIR2016, PASTCHAIR2017,
EXECUTIVEBOARDMEMBER
SOCIETYOFPROFESSIONALJOURNALISTS PASTMEMBER
2022/03/01 City Council Post Agenda Page 312 of 312