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2025/09/09 Post Agenda Packet
Date:Tuesday, September 9, 2025, 5:00 p.m. Location:Council Chambers, 276 Fourth Avenue, Chula Vista, CA REGULAR CITY COUNCIL MEETING **REVISED 9/5/2025** Watch live in English and Spanish: chulavistaca.gov/councilmeetings or Cox Ch. 24 (English only). Free Spanish interpretation is available on-site. _______________________________________________________________________________________ In-Person Public Comments: Submit a request to speak to City Clerk staff before the close of the public comment period on an item or before the close of the general Public Comment period for non-agenda items. Electronic Public Comments: At chulavistaca.gov/councilmeetings, locate the meeting and click the comment bubble icon. Select the item and click "Leave Comment." You may also email cityclerk@chulavistaca.gov. eComments, emails, and other written comments must be received by the day of the meeting at noon for a regular meeting or three hours before the start time for a special meeting. Watch Live or Recorded (English and Spanish): Visit chulavistaca.gov/councilmeetings. Click "ES" at the bottom to switch to Spanish. Closed captioning is available in both languages. Accessibility: In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk’s Office at cityclerk@chulavistaca.gov or (619) 691- 5041. Providing at least 48 hours' notice will help ensure that reasonable arrangements can be made. Gov. Code § 84308 Regulations: To promote transparency and fairness in the governmental decision-making process, there are rules to prevent public officials from being unfairly influenced by contributors to their campaigns. The type of activity these laws were enacted to limit is often referred to as “pay-to-play,” and is governed in California by Government Code section 84308. Parties to any proceedings involving a “license, permit, or other entitlement for use,” as that term is defined in the Political Reform Act, pending before the City Council must disclose any campaign contribution over $500 (aggregated) within the preceding 12 months made by the party, their agent, and those required to be aggregated with their contributions under Gov. Code § 82015.5. The disclosure must include the amount contributed and the name(s) of the contributor(s). "G.C. § 84308 Regulations Apply: Yes" on this agenda indicates that the item is subject to these regulations. PUBLIC PARTICIPATION Complete Agenda Packet: The agenda packet, including staff reports, draft resolutions and ordinances, and other backup materials, is available at chulavistaca.gov/councilmeetings or the City Clerk's Office. Time Allotted for Speaking (subject to change by the presiding officer) - Consent Calendar (any or all items): 3 minutes - Agenda Items (not on Consent): 3 minutes - General Public Comment (not on agenda): 3 minutes Individuals who use a translator will be allotted twice the time. General Public Comments: Twenty-one (21) minutes are scheduled near the beginning of the meeting. The first seven (7) speakers will be heard during the first Public Comment period. If additional speakers are registered, they will be heard during the continued Public Comment period. If all registered speakers present at the time address the City Council during the first Public Comment period, there will be no continued period. Submitting Request to Speak: A request to speak must be submitted to the City Clerk before the close of the public comment period on an item or before the close of the general Public Comments for non-agenda items. 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. Before the vote, there is no separate discussion of these items unless a member of the City Council or staff removes the item from the Consent Calendar. Public Comment provides an opportunity to address the City Council on any matter not listed on the agenda that is within the jurisdiction of the City Council. Under the Brown Act, the City Council cannot take action on matters not listed on the agenda. Public Hearings are held on matters specifically required by law. Action Items are items expected to cause discussion and/or action by the City Council but do not legally require a public hearing. Closed Session may only be attended by members of the City Council, support staff, legal counsel, and others specified on the agenda. Closed session may be held in very limited circumstances as authorized by law. CITY COUNCIL ACTIONS Resolutions are formal expressions of opinion or intention of the City Council and are usually effective immediately. Ordinances are laws adopted by the City Council. Ordinances usually amend, repeal, or supplement the Municipal Code; provide zoning specifications; or appropriate money for specific purposes. Most ordinances require two hearings and 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. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 2 of 563 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 Oath of Office Health, Wellness, and Aging Commission - John Cressler 4.2 Presentation of a Proclamation Celebrating the Park View Little League Junior Division Boys Team for Winning the District 42 and Section 7 Champions Title 4.3 Special Presentation by the Port of San Diego to City Manager Maria Kachadoorian in Recognition of Her Contributions to the Chula Vista Bayfront and in Honor of Her Retirement 5.CONSENT CALENDAR (Items 5.1 through 5.9) Consent calendar items are considered together and acted upon by one motion. There is no separate discussion of these items unless the Mayor or a City Councilmember removes the item from the consent calendar. Items removed from the consent calendar will be heard as action items. RECOMMENDED ACTION: City Council approve the recommended action on the below consent calendar items. 5.1 Approve Meeting Minutes 12 RECOMMENDED ACTION: Approve the minutes dated: August 5, 2025 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. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 3 of 563 5.3 Business Improvement District: Resolution Declaring Intention to Hold a Public Hearing to Consider Dissolving the Automobile Park Business Improvement District 24 Report Number: 24-0265 Location: Along Main Street/Auto Park Drive from I-805 to the west and Nirvana Street to the east; including all commercially zoned parcels between Nirvana Street and I-805, as well as all properties on Auto Park Drive that can accommodate transportation sales businesses. Department: Economic Development G.C. § 84308 Regulations Apply: No 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 of intention setting a public hearing date of October 7, 2025, to consider disestablishing the Chula Vista Auto Park Business Improvement District. 5.4 Investment Report: Quarter Ending June 30, 2025 36 Report Number: 25-0158 Location: No specific geographic location Department: Finance G.C. § 84308 Regulations Apply: No 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: Receive the investment report for the quarter ending on June 30, 2025. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 4 of 563 5.5 Grant Amendment and Appropriation: Approve an Amended HUD HOME-ARP Plan and Appropriate Additional Allocation 64 Report Number: 25-0199 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308 Regulations Apply: No 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. Under the National Environmental Policy Act (NEPA) the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. RECOMMENDED ACTION: Adopt a resolution: 1) Approving the amended HUD HOME-ARP Plan; 2) Authorizing the acceptance and appropriation of HOME-ARP Program grant funds; 3) Authorizing the City Manager to execute any additional HUD documents related to the grant; and 4) Appropriating funds for that purpose. (4/5 Vote Required) 5.6 Employee Compensation and Positions: Approve Classification Plan and Compensation Schedule; Position Counts; Revised Compensation Schedule; Updated Conflict of Interest Code; and Budget Amendments 83 Report Number: 25-0204 Location: No specific geographic location Department: Human Resources G.C. § 84308 Regulations Apply: No 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 Classification Plan and Compensation Schedule to reflect the addition and deletion of position titles and amending the authorized position count in various departments; B) Approving the revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025, as required by the California Code of Regulations, Title 2, Section 570.5; (C) Modifying the appendix to the local Conflict of Interest Code to revise the list of designated employees who are required to file Statements of Economic Interest (Form 700); and (D) Amending the fiscal year 2025-26 budget. (4/5 Vote Required) City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 5 of 563 5.7 Interfund Loan & CIP: Authorize an Interfund Loan From Measure A Fund to the Public Facility Development Impact Fee Fund and the General Fund and Amend the FY 2025-26 CIP Budget Appropriating Additional Funds to the Fire Station 12 Project (GGV0275) 176 Report Number: 25-0200 Location: 610 Bay Boulevard Department: Engineering & Fire G.C. § 84308 Regulations Apply: Yes Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15303 class 3 (New Construction or Conversion of Small Structures) and Section 15332 Class 32 (In-Fill Development Projects). RECOMMENDED ACTION: Adopt a resolution: 1) Authorizing an interfund loan in the amount of $5,600,000 from the available fund balance of the Measure A Sales Tax Fund to the Public Facility Development Impact Fee Fund (PFDIF Fund) and the General Fund CIP Fund; and 2) Amending the fiscal year 2025-26 Capital Improvement Program (CIP) Budget by appropriating $5,600,000 in the PFDIF Fund and General Fund CIP Fund for the Temporary Fire Station 12 Project (GGV0275). (4/5 Vote Required) 5.8 Grant Acceptance and Appropriation: Approve an Agreement and Accept a Grant From the Department of Alcoholic Beverage Control and Appropriate Funds 184 Report Number: 25-0208 Location: No specific geographic location Department: Police G.C. § 84308 Regulations Apply: No 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 agreement and accepting $75,000 in grant funds from the Department of Alcoholic Beverage Control to be used for the Alcohol Policing Partnership Program and appropriating the funds to the Police Grants Section of the State Grants Fund for the Alcohol Policing Partnership Program. (4/5 Vote Required) City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 6 of 563 5.9 Agreement: Approve the Fourth Amended and Restated Operating Agreement Between the City of Chula Vista and the Living Coast Discovery Center 202 Report Number: 25-0190 Location: Living Coast Discovery Center, 1000 Gunpowder Point Drive Department: City Manager G.C. § 84308 Regulations Apply: Yes 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 Fourth Amended and Restated Operating Agreement between the City of Chula Vista and the Living Coast Discovery Center. 6.PUBLIC COMMENTS 236 Twenty-one minutes are scheduled for the public to address the City Council for three minutes each on any matter within the jurisdiction of the City Council that is not on the agenda. The remaining speakers, if any, will be heard during the continued Public Comment period. 7.PUBLIC HEARINGS 7.1 Community Facilities District: Formation Proceedings for Community Facilities District No. 2024-2 (Moss Street) 271 Report Number: 25-0221 Location: 676 Moss Street Department: Development Services G.C. § 84308 Regulations Apply: Yes Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines. Therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 7 of 563 RECOMMENDED ACTION: Conduct the public hearing, adopt the following resolutions, and place the ordinance on first reading: Resolution Establishing Community Facilities District 2024-2 (Moss Street) A. Resolution Determining Necessity to Incur Bonded IndebtednessB. Resolution Calling an Election Relating to the Levy of a Special TaxC. Resolution Declaring the Results of said ElectionD. Ordinance relating to the Levy of a Special Tax within Community Facilities District No. 2024-2 (Moss Street) (First Reading) E. Resolution Approving Acquisition-Financing AgreementF. 8.ACTION ITEMS 8.1 Consider Items Removed From the Consent Calendar, if Any Consider items removed from the consent calendar by the Mayor or a City Councilmember, if any. If no items were removed from the consent calendar, this item will be withdrawn. 8.2 Campaign Contributions: Adopt Comprehensive Updates to Chula Vista Municipal Code Chapter 2.52 Regarding Various Provisions of the Campaign Contribution Ordinance 422 Report Number: 25-0213 Location: No specific geographic location Department: City Clerk & City Attorney G.C. § 84308 Regulations Apply: No 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. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 8 of 563 RECOMMENDED ACTION: Place one of the following ordinances on first reading: Ordinance amending Chula Vista Municipal Code Chapter 2.52 to comprehensively update the City’s Campaign Contribution Ordinance, including provisions on contribution limits, permissible sources, acceptance periods, outstanding loans and debt, complaint processing, and removal of duplicative provisions. (First Reading) OR A. Ordinance amending Chula Vista Municipal Code Chapter 2.52 to comprehensively update the City’s Campaign Contribution Ordinance, including provisions on contribution limits, permissible sources, acceptance periods, outstanding loans and debt, complaint processing, removal of duplicative provisions, and basing individual contribution limits on a percentage of the State Senate limits. (First Reading) B. 8.3 Council Policies: Consider Adopting a City Council Policy on City Asset Naming and Renaming 488 Report Number: 25-0226 Location: No specific geographic location Department: City Manager G.C. § 84308 Regulations Apply: No 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 a City Council Policy on City Asset Naming and Renaming. 9.PUBLIC COMMENTS (CONTINUED) There will be no continued Public Comment period if all speakers present at the first Public Comment period are heard. 10.CITY MANAGER’S REPORTS 10.1 Report on Emergency Purchase of Police Department Firearms Pursuant to Chula Vista Municipal Code Section 2.56.100 11.MAYOR’S REPORTS City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 9 of 563 11.1 Ratification of Appointment to the following Commissions:523 Cultural Arts Commission ~ Maria Echevarria Housing and Homelessness Advisory Commission ~ Bogdan Matuszynski Measure A Citizens' Oversight Committee ~ Victor Reeves Sustainability Commission ~ Sofia Cortes Rodriguez ~ Stephanie Liang Traffic Safety Commission ~ Alejandro Galicia 12.COUNCILMEMBERS’ REPORTS 13.CITY CLERK'S REPORTS 14.CITY ATTORNEY'S REPORTS 15.CLOSED SESSION Announcements of actions taken in closed session shall be made available by noon on the next business day following the City Council meeting at the City Attorney's office in accordance with the Ralph M. Brown Act (Government Code 54957.7) 15.1 Conference with Legal Counsel Regarding Existing Litigation Pursuant to Government Code Section 54956.9(d)(1) Names of cases: A) Purdue Pharma L.P., et al, Case No. 19-23649, pending in the United States Bankruptcy Court, Southern District of New York. B) National Prescription Opiate Litigation, Case No. 1:17-md-02804-DAP, pending in the U.S. District Court for the Northern District of Ohio. C) National Prescription Opiate Litigation, Case No. 1:17-md-02804-DAP, pending in the U.S. District Court for the Northern District of Ohio. (re: Alvogen, Amneal, Apotex, Hikma, Indivior, Mylan, Sun Pharma, Zydus – and if eligible, Sandoz.) City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 10 of 563 15.2 Conference with Real Property Negotiators Pursuant to Government Code Section 54956.8 559 Property: 60 First Avenue Agency Negotiators: Rick Ryals, MPC Consultants, Marco Verdugo, City Attorney, and Tiffany Allen, Assistant City Manager Negotiating Parties: City of Chula Vista, Arthur Andres Ortiz represented by Compass Real Estate Under Negotiation: Price and terms *15.3 Conference with Labor Negotiators Pursuant to Government Code Section 54957.6 Agency-designated representatives: Maria Kachadoorian, Marco Verdugo, Tiffany Allen, Courtney Chase, Tanya Tomlinson, and Steve Berliner Employee organization: MM/PR 15.4 Public Employee Appointment Pursuant to Government Code Section 54957 Titles: A) Director of Animal Services B) Director of Development Services C) Director of Economic Development 16.ADJOURNMENT to the regular City Council meeting on September 23, 2025, 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. City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 11 of 563 City of Chula Vista Regular City Council and Municipal Financing and Special Housing Authority Meeting MINUTES Date: Location: August 5, 2025, 5:00 p.m. Council Chambers, 276 Fourth Avenue, Chula Vista, CA Present: Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, Councilmember Preciado, Mayor McCann Also Present: City Manager Kachadoorian, City Attorney Verdugo, City Clerk Bigelow, Deputy Director of City Clerk Services Turner Minutes are prepared and ordered to correspond to the agenda. _____________________________________________________________________ 1. CALL TO ORDER The meeting was called to order at 5:01 p.m. 2. ROLL CALL City Clerk Bigelow called the roll. Mayor McCann announced, pursuant to the California Brown Act, (Government Code Section 54952.3) that he and all Councilmembers would receive $50 for their attendance at that Housing Authority meeting, held simultaneously with the City Council meeting. 3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE Led by Ivan Ruiz, representing City Heights and Miramar Young Marines. 4. SPECIAL ORDERS OF THE DAY 4.1 Oaths of Office City Clerk Bigelow administered the oaths of office. Planning Commission - Tim Jones Measure A Citizens' Oversight Committee - Jennifer Carbuccia 4.2 Presentation by Ann Moore, Chula Vista Port Commissioner, and The McGarey Group on a Sports and Hospitality Concept Affiliated with an Elite Professional Athlete, Located in the Otay District of the Chula Vista Bayfront Page 12 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 2 Port Commissioner Moore and Greg Mueller, representing Tucker Sadler, gave a presentation on the item. The following members of the public spoke in opposition to the item: Harry Orgovan Christine Brady, Chula Vista resident Robert Art Arvizu, Chula Vista resident The following members of the public spoke in support of the item: Marcy Weaver, representing Chula Vista Chamber of Commerce Delia Dominguez Cervantes, Chula Vista resident Debbie Espe, representing South County EDC Tracy Sundlun, representing Everything Running Andrew Yuen 4.3 Presentation of a Proclamation Celebrating International Youth Day in the City of Chula Vista The proclamation was presented. 4.4 Presentation of a Proclamation Celebrating the Bonita Valley Girls Softball 8U Gold Team Winning the 2025 8U Gold State Champions Title The proclamation was presented. 4.5 Presentation of a Proclamation Celebrating the Bonita Valley Girls Softball 10U Bronze Team Winning the 2025 10U Bronze State Champions Title The proclamation was presented. 4.6 Presentation of a Proclamation Celebrating the Sweetwater Valley Little League All Star 10U Team for Winning the Southern California Tournament The proclamation was presented. 5. CONSENT CALENDAR (Items 5.1 through 5.10) Mayor McCann and Deputy Mayor Chavez stated they would abstain from voting on Item 5.5 due to potential property-related conflicts of interest. John Acosta, Chula Vista resident, spoke regarding various topics related to the consent calendar. Robert spoke in opposition to Items 5.4. and 5.8. Moved by Mayor McCann Seconded by Councilmember Inzunza To approve the recommended actions appearing below consent calendar Items 5.1 through 5.4 and 5.6 through 5.10. The headings were read, text waived. The motion was carried by the following vote: Page 13 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 3 Yes (5): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, Councilmember Preciado, and Mayor McCann Result, Carried (5 to 0) Moved by Mayor McCann Seconded by Councilmember Inzunza To approve the recommended action appearing below consent calendar Item 5.5. The heading was read, text waived. The motion was carried by the following vote: Yes (3): Councilmember Fernandez, Councilmember Inzunza, and Councilmember Preciado Abstain (2): Deputy Mayor Chavez, and Mayor McCann Result, Carried (3 to 0) 5.1 Approve Meeting Minutes Approve the minutes dated: July 8, July 14 (Special), July 22 (Special), July 22, July 28 (Special), 2025 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 Speed Limit Establishment: Adopt an Ordinance for the Following Segments: Palomar Street Between Bay Boulevard to Walnut Avenue/Frontage Road and Bob Pletcher Way Between Millenia Avenue to Wolf Canyon Loop Adopt an ordinance establishing the speed limits at the following segments: (1) Palomar Street between Bay Boulevard and Walnut Avenue/Frontage Road at 30 miles per hour (mph), (2) Bob Pletcher Way between Millenia Avenue and Wolf Canyon Loop at 25 mph, and amending Schedule X of the Register maintained in the office of the City Engineer to reflect the established speed limits. (Second Reading and Adoption) Item 5.3 heading: ORDINANCE NO. 3596 OF THE CITY OF CHULA VISTA ESTABLISHING THE SPEED LIMITS AT THE FOLLOWING SEGMENTS: (1) PALOMAR STREET BETWEEN BAY BOULEVARD AND WALNUT AVENUE/FRONTAGE ROAD AT 30 MPH, (2) BOB PLETCHER WAY BETWEEN MILLENIA AVENUE AND WOLF CANYON LOOP AT 25 MPH, AND AMENDING SCHEDULE X OF THE REGISTER MAINTAINED IN THE OFFICE OF THE CITY ENGINEER TO REFLECT THE ESTABLISHED SPEED LIMITS (SECOND READING AND ADOPTION) 5.4 Electric Micromobility Vehicles: Adopt an Electric Micromobility Vehicle Ordinance Page 14 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 4 Adopt an ordinance adding Chapter 10.73 (Electric Micromobility Vehicles) and amending Chapters 10.08 (Definitions) and 5.67 (Shared Micro-Mobility Device Pilot Program) of the Chula Vista Municipal Code, addressing rules governing the use of electric micromobility vehicles within the City. (Second Reading and Adoption) Item 5.4 heading: ORDINANCE NO. 3597 OF THE CITY OF CHULA VISTA AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 5.67 (SHARED MICRO-MOBILITY DEVICE PILOT PROGRAM) BY AMENDING SECTION 5.67.020 AND REPEALING SECTION 5.67.090 IN ITS ENTIRETY, AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 10.08 (VEHICLES AND TRAFFIC – DEFINITIONS) BY ADDING SECTIONS 10.08.101, 10.08.102, 10.08.103, 10.08.125, AND 10.08.126, AND ADDING CHAPTER 10.73 (ELECTRIC MICROMOBILITY VEHICLES) TO THE CHULA VISTA MUNICIPAL CODE TO CLARIFY EXISTING REQUIREMENTS AND ADD NEW REQUIREMENTS RELATED TO ELECTRIC MICROMOBILITY VEHICLES (SECOND READING AND ADOPTION) 5.5 Municipal Code Update: Adopt Ordinances to Repeal and Adopt Updated Fire Hazard Severity Zones, Special Vegetation Management Areas, Resilience Measures, and Defensible Space Program Adopt the following ordinances: A) Amending Chula Vista Municipal Code Chapter 15.34 (Fire Zones) to adopt revised Fire Hazard Severity Zones as identified by the State Fire Marshal and pursuant to Government Code Section 51178, along with a Special Designated Vegetation Management Area and Wildfire Resilience Measures (Second Reading and Adoption); and B) Amending Chula Vista Municipal Code Chapter 8.32 (Weed Abatement) to adopt revised Defensible Space and Vegetation Management requirements for areas within the newly mapped Fire Hazard Severity Zones, and Citywide. (Second Reading and Adoption) Item 5.5 headings: A) ORDINANCE NO. 3598 OF THE CITY OF CHULA VISTA REPEALING EXISTING CHAPTER 15.34 OF THE CHULA VISTA MUNICIPAL CODE AND ADOPTING A NEW CHAPTER 15.34 OF THE CHULA VISTA MUNICIPAL CODE TO INCORPORATE FIRE HAZARD SEVERITY ZONES DESIGNATED BY THE CALIFORNIA STATE FIRE MARSHAL, TO ESTABLISH A LOCAL SPECIAL DESIGNATED VEGETATION MANAGEMENT AREA WITHIN THE CITY OF CHULA VISTA, AND TO IMPLEMENT WILDFIRE RESILIENCE MEASURES ENHANCING BUILDING CONSTRUCTION REQUIREMENTS IN DESIGNATED FIRE HAZARD AREAS (SECOND READING AND ADOPTION) B) ORDINANCE NO. 3599 OF THE CITY OF CHULA VISTA REPEALING EXISTING CHAPTER 8.32 OF THE CHULA VISTA MUNICIPAL CODE AND ADOPTING A NEW CHAPTER 8.32 OF THE CHULA VISTA MUNICIPAL CODE SETTING FORTH THE CITY OF CHULA VISTA DEFENSIBLE SPACE AND VEGETATION MANAGEMENT REQUIREMENTS (SECOND READING AND ADOPTION) Page 15 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 5 5.6 Contract Award and CIP Appropriation: Accept Bids and Award a Public Works Contract to Tri-Group Construction & Development, Inc. for TRF0415 and TRF0411 and Amend Fiscal Year 2025-26 Capital Improvement Budget by Appropriating Funds to TRF0415 Adopt a resolution (1) accepting bids and awarding a public works contract to Tri- Group Construction & Development, Inc. for the Telegraph Canyon Road Raised Median Improvements (TRF0415) and Pedestrian Improvements at Uncontrolled Mid-Block Crosswalk at Castle Park Middle School (TRF0411) project; and (2) amending the fiscal year 2025-26 Capital Improvement Program budget by transferring $150,000 in TransNet funds from Pavement Major Rehab Program FY25 (STM0404) to Telegraph Canyon Road Raised Median Improvements (TRF0415) for completion of the project. (4/5 Vote Required) Item 5.6 heading: RESOLUTION NO. 2025-132 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA (1) ACCEPTING BIDS AND AWARDING A CONTRACT FOR “TELEGRAPH CANYON ROAD RAISED MEDIAN IMPROVEMENTS (TRF0415) AND PEDESTRIAN IMPROVEMENTS AT UNCONTROLLED MID-BLOCK CROSSWALK AT CASTLE PARK MIDDLE SCHOOL (TRF0411)” PROJECT TO TRI-GROUP CONSTRUCTION & DEVELOPMENT, INC. IN THE AMOUNT OF $636,181; AND (2) AMENDING THE FISCAL YEAR 2025-26 CAPITAL IMPROVEMENT PROGRAM BUDGET BY TRANSFERING $150,000 IN TRANSNET FUNDS FROM CIP PROJECT “PAVEMENT MAJOR REHAB PROGRAM FY25 (STM0404)” TO CIP PROJECT “TELEGRAPH CANYON ROAD RAISED MEDIAN IMPROVEMENTS (TRF0415)” (4/5 VOTE REQUIRED) 5.7 Ambulance Transport System Purchase: Appropriate Transport Enterprise Funds for the Purchase of One Type I Ambulance and Three Type II Ambulances and the Required Outfitting Adopt a resolution amending the fiscal year 2025-26 adopted budget by appropriating available fund balance in the Transport Enterprise Fund for the addition of one (1) Type I ambulance and three (3) Type II ambulances and equipment for the Transport Enterprise Fund. (4/5 Vote Required) Item 5.7 heading: RESOLUTION NO. 2025-133 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE FISCAL YEAR 2025-26 ADOPTED BUDGET FOR THE PURCHASE OF FOUR AMBULANCES AND REQUIRED OUTFITTING AND APPROPRIATING FUNDS THERFOR (4/5 VOTE REQUIRED) 5.8 Grant Acceptance and Appropriation: Accept a Grant From the U.S. Department of Homeland Security for Operation Stonegarden and Appropriate Funds Adopt a resolution accepting grant funds in the amount of $100,000 from the U.S. Department of Homeland Security for Operation Stonegarden and appropriating said funds to the Police Grants Section of the Federal Grants Fund. (4/5 Vote Required) Item 5.8 heading: Page 16 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 6 RESOLUTION NO. 2025-134 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING FUNDS FROM THE U.S. DEPARTMENT OF HOMELAND SECURITY FOR OPERATION STONEGARDEN, AMENDING THE FISCAL YEAR 2025-26 BUDGET, AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE REQUIRED) 5.9 Agreement: Approve an Agreement with IntelAgree, LLC For a Contract Lifecycle Management Platform and Waive the Competitive Process and Approve an Agreement with Elevate Services, Inc. for Implementation and Integration of the IntelAgree Platform Adopt a resolution 1) Approving an agreement with IntelAgree, LLC, for a Contract Lifecycle Management platform and 2) Waiving the competitive process and approving an agreement with Elevate Services, Inc. for implementation and integration services of the IntelAgree Platform. Item 5.9 heading: RESOLUTION NO. 2025-135 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT FOR CONTRACT LIFECYCLE MANAGEMENT PLATFORM BETWEEN THE CITY AND INTELAGREE, LLC AND WAIVING THE COMPETITIVE PROCESS AND APPROVING AN AGREEMENT BETWEEN THE CITY AND ELEVATE SERVICES, INC FOR IMPLEMENTATION AND INTEGRATION SERVICES OF THE INTELAGREE PLATFORM 5.10 Housing Bonds: Bond Inducement for the Proposed Enclave Montecito 96- Unit Affordable Housing Complex in Otay Ranch Village 2 Adopt a resolution of the Chula Vista Housing Authority regarding its intention to issue up to $25 million in tax-exempt bond obligations for the 96-unit Enclave Montecito development. Item 5.10 heading: RESOLUTION NO. 2025-006 OF THE HOUSING AUTHORITY OF THE CITY OF CHULA VISTA REGARDING ITS INTENTION TO ISSUE TAX-EXEMPT BOND OBLIGATIONS UP TO $25 MILLION FOR THE PROPOSED DEVELOPMENT OF A 96-UNIT AFFORDABLE HOUSING DEVELOPMENT TO BE KNOWN AS ENCLAVE MONTECITO 6. PUBLIC COMMENTS John Acosta, Chula Vista resident, expressed concerns about members of the City Council. Joseph Raso spoke and submitted written comments regarding various matters. Brandon Claypool spoke regarding matters related to homelessness. Robert spoke regarding cancelled meetings. 7. ACTION ITEMS 7.1 Consider Items Removed From the Consent Calendar, if Any There were none. Page 17 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 7 7.2 Bond Issuance: Board of Directors of the Chula Vista Municipal Financing Authority Approve the Issuance of Refunding Revenue Bonds and the Legislative Body of CFD Nos. 07-I, 12-I, 13-I, and 2001-1 Approve the Issuance of Special Tax Refunding Bonds Director of Finance Schoen and Fiscal Debt Management Analyst Macias gave a presentation. Moved by Mayor McCann Seconded by Councilmember Fernandez To adopt City Council Resolution Nos. 2025-136 through 2025-139 and Chula Vista Municipal Financing Authority Resolution No. 2025-001, the headings were read, text waived. The motion was carried by the following vote: Yes (5): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, Councilmember Preciado, and Mayor McCann Result, Carried (5 to 0) Item 7.2 headings: A) RESOLUTION NO. 2025-136 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 07-I (OTAY RANCH VILLAGE ELEVEN), AUTHORIZING THE ISSUANCE OF ITS 2025 SPECIAL TAX REFUNDING BONDS IN A PRINCIPAL AMOUNT NOT TO EXCEED EIGHT MILLION DOLLARS ($8,000,000) AND APPROVING CERTAIN DOCUMENTS AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH B) RESOLUTION NO. 2025-137 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 12-I (MCMILLAN OTAY RANCH VILLAGE SEVEN), AUTHORIZING THE ISSUANCE OF ITS 2025 SPECIAL TAX REFUNDING BONDS IN A PRINCIPAL AMOUNT NOT TO EXCEED SIX MILLION DOLLARS ($6,000,000) AND APPROVING CERTAIN DOCUMENTS AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH C) RESOLUTION NO. 2025-138 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 13-I (OTAY RANCH VILLAGE SEVEN), AUTHORIZING THE ISSUANCE OF ITS 2025 SPECIAL TAX REFUNDING BONDS IN A PRINCIPAL AMOUNT NOT TO EXCEED TWO MILLION DOLLARS ($2,000,000) AND APPROVING CERTAIN DOCUMENTS AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH D) RESOLUTION NO. 2025-139 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 2001-1 (SAN MIGUEL RANCH), AUTHORIZING THE ISSUANCE OF ITS IMPROVEMENT AREA B 2025 SPECIAL TAX REFUNDING BONDS IN A PRINCIPAL AMOUNT NOT TO EXCEED THREE MILLION DOLLARS ($3,000,000) AND APPROVING CERTAIN DOCUMENTS AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH Page 18 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 8 E) RESOLUTION NO. 2025-001 OF THE BOARD OF DIRECTORS OF THE CHULA VISTA MUNICIPAL FINANCING AUTHORITY, AUTHORIZING THE ISSUANCE OF ITS LOCAL AGENCY REVENUE REFUNDING BONDS IN AN AGGREGATE PRINCIPAL AMOUNT NOT TO EXCEED NINETEEN MILLION DOLLARS ($19,000,000) AND APPROVING CERTAIN DOCUMENTS AND TAKING CERTAIN OTHER ACTIONS IN CONNECTION THEREWITH 7.3 Improvement District Annual Report: Approve the 2025 Annual Report for the Downtown Chula Vista Property-Based Improvement District Economic Development Manager Graham and Dominic Limandri, representing the Downtown Chula Vista Association, gave a presentation. Moved by Councilmember Preciado Seconded by Mayor McCann To adopt Resolution No. 2025-140, heading was read, text waived. The motion was carried by the following vote: Yes (5): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, Councilmember Preciado, and Mayor McCann Result, Carried (5 to 0) Item 7.3 heading: RESOLUTION NO. 2025-140 OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE 2025 ANNUAL REPORT FOR THE DOWNTOWN CHULA VISTA PROPERTY-BASED IMPROVEMENT DISTRICT 7.4 Campaign Contributions: Consider Revisions to Municipal Code Chapter 2.52 Regarding Various Provisions of the Campaign Contribution Ordinance There was a consensus of the City Council to support the general updates to the ordinance as presented. There was a consensus of the City Council to support setting the contribution limit at $800 per person for City Council seats and $1,200 for Citywide seats. There was a consensus of the City Council to maintain the existing contribution limits for Political Party Committees. Moved by Councilmember Inzunza Seconded by Mayor McCann To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration, setting the contribution limit for organizations at 50 percent of the state limit for members of the State Senate. Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, and Mayor McCann No (1): Councilmember Preciado Result, Carried (4 to 1) Page 19 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 9 Moved by Councilmember Fernandez Seconded by Councilmember Preciado To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration, setting the amount a candidate may loan to their own campaign committee at $10,000 per election contest. The motion was carried by the following vote: Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Preciado, and Mayor McCann No (1): Councilmember Inzunza Result, Carried (4 to 1) Moved by Councilmember Inzunza Seconded by Mayor McCann To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration, setting the time period to repay loans and debts at six months. The following substitute motion was made and carried: Moved by Councilmember Fernandez Seconded by Councilmember Preciado To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration, setting the time period to repay loans and debts at 11 months after the election. The motion was carried by the following vote: Yes (3): Deputy Mayor Chavez, Councilmember Fernandez, and Councilmember Preciado No (2): Councilmember Inzunza, and Mayor McCann Result, Carried (3 to 2) Councilmember Inzunza made a motion to increase the penalty for intentionally filing a false complaint to $5,000. The motion died due to lack of a second. Moved by Councilmember Preciado Seconded by Councilmember Inzunza To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration, increasing the penalty for intentionally filing a false complaint to up to $2,500. The motion was carried by the following vote: Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, and Councilmember Preciado No (1): Mayor McCann Page 20 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 10 Result, Carried (4 to 1) Moved by Mayor McCann Seconded by Councilmember Inzunza To direct the City Clerk and the City Attorney to return with a proposed ordinance for City Council consideration setting the limit for contributions from Political Party Committee at 50 percent of the state limit for members of the State Senate. The motion was carried by the following vote: Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, and Mayor McCann No (1): Councilmember Preciado Result, Carried (4 to 1) 8. PUBLIC COMMENTS (CONTINUED) There were none. 9. CITY MANAGER’S REPORTS City Manager Kachadoorian announced the Citywide Communications and Engagement Survey. 9.1 Update on Chula Vista Police Department Geographical Police Patrol "Beat" Areas Police Chief Kennedy gave an update on the Patrol "Beat" areas. 10. MAYOR’S REPORTS Mayor McCann reported on attendance at recent events and made community announcements. 10.1 Consider Appointment of a Voting Delegate and Alternates for the 2025 League of California Cities Annual Conference No voting delegate was appointed. 10.2 Consider Rescinding Action Taken by Council on 7/8/25, Regarding the Decision Not to Reappoint Dr. Christos Korgan to the Sustainability Commission and to Vacate the Seat; and, If Rescinded, Reconsider Dr. Korgan's Reappointment to a Second Term Bebe spoke in support of the item. Moved by Mayor McCann Seconded by Councilmember Preciado To rescind the action taken by the City Council on July 8, 2025, not to reappoint Dr. Christos Korgan and to vacate the seat on the Sustainability Commission. The motion was carried by the following vote: Page 21 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 11 Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Preciado, and Mayor McCann No (1): Councilmember Inzunza Result, Carried (4 to 1) Moved by Mayor McCann Seconded by Councilmember Fernandez To reappoint Dr. Korgan to a second term on the Sustainability Commission. The motion was carried by the following vote: Yes (4): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Preciado, and Mayor McCann No (1): Councilmember Inzunza Result, Carried (4 to 1) 11. COUNCILMEMBERS’ REPORTS Councilmembers reported on attendance at recent events and made community announcements. 11.1 Councilmember Preciado: Ratification of Appointment to the Health, Wellness, and Aging Commission Health, Wellness, and Aging Commission - John Cressler Moved by Councilmember Preciado Seconded by Mayor McCann To ratify the above appointment of John Cressler to the Health, Wellness, and Aging Commission. The motion was carried by the following vote: Yes (5): Deputy Mayor Chavez, Councilmember Fernandez, Councilmember Inzunza, Councilmember Preciado, and Mayor McCann Result, Carried (5 to 0) At the request of Councilmember Preciado there was consensus of the City Council to add a closed session item to the September 9, 2025, City Council meeting regarding SEIU 221 members and receive relevant information on labor negotiations procedures. 12. CITY CLERK'S REPORTS There were none. 13. CITY ATTORNEY'S REPORTS Page 22 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2025-08-05 Regular City Council and Municipal Financing and Special Housing Authority Meeting Minutes Page 12 City Attorney Verdugo announced the recent retirement of Terri Zeleniak, who served as the City’s legal secretary for 25 years. 14. CLOSED SESSION Pursuant to Resolution No. 13706 and City Council Policy No. 346-03, the City Attorney maintains official minutes and records of action taken during closed session. City Attorney Verdugo announced that closed session item 14.1 had been withdrawn. 14.1 Conference with Legal Counsel Regarding Existing Litigation Pursuant to Government Code Section 54956.9(d)(1) Name of case: City of Chula Vista v. Slade Fischer, et al., San Diego Superior Court, Case No. 24CU006375C Action: No reportable action - Item was not discussed. 15. ADJOURNMENT The meeting was adjourned at 10:22 p.m. Minutes prepared by: Tyshar Turner, Deputy Director, City Clerk Services _________________________ Kerry K. Bigelow, MMC, City Clerk Page 23 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 05 P a g e | 1 September 9, 2025 ITEM TITLE Business Improvement District: Declare an Intention to Hold a Public Hearing to Consider Disestablishing the Automobile Park Business Improvement District Report Number: 24-0265 Location: Along Main Street/Auto Park Drive from I-805 to the west and Nirvana Street to the east; including all commercially zoned parcels between Nirvana Street and I-805, as well as all properties on Auto Park Drive that can accommodate transportation sales businesses. Department: Economic Development G.C. § 84308: No 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 of intention setting a public hearing on October 7, 2025, to consider disestablishing the Chula Vista Auto Park Business Improvement District. SUMMARY The Chula Vista City Council established the Automobile Park Business Improvement District in 2009 to provide enhanced economic development and promotional and marketing activities. At the same time, the City Council also codified Chula Vista Municipal Code Chapter 5.05—Chula Vista Auto Park Business Improvement District. The Business Improvement District has long been defunct; therefore, City staff recommends taking steps toward disestablishing the district and repealing Chula Vista Municipal Code Chapter 5.05. 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 Page 24 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 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. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION In 2009, the City Council approved the establishment of the Chula Vista Auto Park Drive Business Improvement District (BID), pursuant to the Parking and Business Improvement Law of 1989, to promote the area as a premier employment and commercial hub and to support local transportation-related sales businesses. This approval allowed the City to levy assessments on businesses located in the area, generating funds for special marketing and promotional services, including: Constructing and maintaining the new vehicle dealers’ freeway sign; Marketing and advertising to promote the area as a destination; Maintaining medians along Auto Park Drive; Operating an employee parking shuttle; Implementing a district banner program; Funding organizational operations staff; and Administering day-to-day staff activities. At the same time the City Council established the Auto Park BID, it also codified Chula Vista Municipal Code Chapter 5.05 (Attachment 1) to provide revenue to defray the costs of service and programs which would benefit businesses in the Auto Park. The ordinance also established an advisory board consisting of business representatives from each of the participating automobile dealerships. The purpose of the advisory board is to manage the Auto Park BID Association. The establishment of the Auto Park BID allowed for funds to be raised through a monthly levy of assessments on transportation sales businesses within the District according to the formula described in Chula Vista Municipal Code Chapter 5.05. The City has received a request from Sunroad CV Auto, Inc., representing Toyota Chula Vista and BMW of Chula Vista to disestablish the business improvement district, citing that the Association, “has been defunct for many years with no action being taken by the Association” (Attachment 2). City acknowledges that the Auto Park business owners have not experienced the benefits anticipated with the establishment of the District. Staff therefore recommends taking steps toward disestablishing the district and repealing Chula Vista Municipal Code Chapter 5.05. Based on financials ending April 30, 2025, there was approximately $169,105 in funds, collected and held by the Auto Park BID Association. The Association is comprised of membership by Chula Vista Honda, Chula Vista Ford, Mossy Nissan Chula Vista and Toyota Chula Vista. Following City Council action to disestablish the Auto Park BID, the Association would refund each member dealership with their proportionate percentage of contributions to the Auto Park BID based on the amount of funds in the account at the time the BID is disestablished. Proportionate percentages of contributions for each dealership are identified in the following table: Page 25 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Dealership Proportionate Percentage Chula Vista Honda 1.11% Chula Vista Ford 1.64% Mossy Nissan Chula Vista 41.19% Toyota Chula Vista 56.06% TOTAL 100.00% Pursuant to Section 36550 of the California Streets and Highways Code, the City Council has the ability to disestablish a business improvement area by ordinance after adopting a resolution of intention prior to conducting a public hearing on the ordinance. In accordance with California State law, the public hearing must be held before the City Council not less than 20, or more than 30 days after the adoption of the Resolution of Intention. As such, City staff intends to docket the public hearing at the October 7, 2025 meeting of the Chula Vista City Council. During the same meeting, City staff intends to bring forward an ordinance for City Council consideration that would both repeal Chula Vista Municipal Code Chapter 5.05 and disestablish the Chula Vista Auto Park BID. The action that is subject to City Council consideration as part of this item is the adoption of a Resolution of Intention to set a public hearing date of October 7, 2025, to consider disestablishing the Chula Vista Auto Park Business Improvement District. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of 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 associated with this action. All funding collected by the Auto Park BID is currently held in a fund managed by the Auto Park BID Association. ONGOING FISCAL IMPACT There is no ongoing fiscal impact associated with this action. ATTACHMENTS 1. Chula Vista Municipal Code Chapter 5.05 2. Letter from Sunroad CV Auto, Inc. Staff Contact: Kevin Pointer, Principal Economic Development Specialist David Graham, Economic Development Manager Page 26 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DECLARING AN INTENTION TO HOLD A PUBLIC HEARING TO CONSIDER DISESTABLISHING THE AUTOMOBILE PARK BUSINESS IMPROVEMENT DISTRICT WHEREAS, in 2009, in accordance with the Parking and Business Improvement Area Law of 1989 (Streets and Highways Code section 36500 et seq.), the City of Chula Vista adopted Ordinance No. 3125 by which the Auto Park Business Improvement District (“District”) was formed as a means of promoting the proposed area as a premier employment and commercial area, and specifically to aid in the promotion of local transportation sales businesses located in the proposed area; and WHEREAS, funds were raised for such purposes generated through a monthly levy of assessments on transportation sales businesses located within the District according to the formula described in Ordinance No. 3125; and WHEREAS, since then, the auto park business owners have not experienced the benefits anticipated with the establishment of the District; and WHEREAS, the auto park business owners have requested that the District be disestablished and that the remaining assets be disposed of among them; and WHEREAS, section 36550 of the California Streets and Highways Code authorizes the City Council to disestablish a business improvement area by ordinance after adopting a resolution of intention prior to conducting a public hearing on the ordinance. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, as follows: Section 1. The Recitals set forth above are true and correct and are hereby incorporated herein by this reference. Section 2. The City Council declares its intention to hold a public hearing to consider disestablishing the automobile park business improvement district, at which time any and all persons interested in or objecting to the proposed disestablishment appear and be heard. Such public hearing shall be held at Chula Vista City Council Chambers, 276 Fourth Avenue, Chula Vista, CA 91910 on October 7, 2025 at 5:00 p.m. Section 3. Upon disestablishment of the District, there shall be a proposal to dispose of any assets, if any, acquired with the revenues of the assessments levied within the District. The District members shall be paid out according to this formula: Page 27 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Resolution No. Page 2 Dealership Proportionate Percentage Chula Vista Honda 1.11% Chula Vista Ford 1.64% Mossy Nissan Chula Vista 41.19% Toyota Chula Vista 56.06% TOTAL 100.00% Section 4. Upon disestablishment of the District, any remaining revenues derived from the levy of assessments, or any revenues derived from the sale of assets acquired with the revenues, shall be refunded in the manner required by section 36551 of the California Streets and Highways Code. Section 5. The Clerk of the City Council is directed to give notice of the above-referenced public hearing in accordance with Section 36523 of the California Streets and Highways Code, which section requires publication of this Resolution in a newspaper of general circulation in the City once, for at least seven days before the public hearing, and the mailing of a complete copy of this Resolution by first-class mail to each business owner assessed in the District within seven days of the City Council’s adoption of this Resolution. Section 6. The City Council finds this Resolution is not subject to 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 consists of a governmental fiscal 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. Section 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. Section 8. Effective Date. This Resolution shall become effective immediately. Presented by Approved as to Form by Tiffany Allen Marco A. Verdugo Assistant City Manager City Attorney Page 28 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5.05.010 5.05.020 5.05.030 5.05.040 5.05.050 5.05.060 5.05.070 5.05.080 5.05.090 5.05.100 5.05.110 5.05.120 Chapter 5.05 CHULA VISTA AUTO PARK BUSINESS IMPROVEMENT DISTRICT Sections: Title. Chula Vista Auto Park Business Improvement District location. Purpose. Services and programs. Assessment calculation. Summary of assessments. Eligible businesses. Findings. Future amendments. Annual review. Advisory Board. Effective date. 5.05.010 Title. Pursuant to California Streets and Highways Code Section 36500 et seq. (the “Law”), a parking and business improvement area is hereby established, to be known as the “Chula Vista Auto Park Business Improvement District,” herein called “District.” (Ord. 3125 § 1, 2009). 5.05.020 Chula Vista Auto Park Business Improvement District location. The area to be included in the District includes the Chula Vista Auto Park business community area, generally described as the commercial properties along Main Street/Auto Park Drive between Interstate 805 and Nirvana Avenue, within the following address ranges: Auto Park Drive/Main Street 505 – 4555 Auto Park Place 1860 – 1890 Brandywine Avenue 1669 – 1690 Main Court 1810 – 1820 Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 1 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 29 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A map depicting the District is attached and incorporated into Ordinance No. 3125 as “Exhibit A.” (Ord. 3125 § 1, 2009). 5.05.030 Purpose. The purpose of forming the District as a parking and business improvement area under the Business and Improvement Area Law is to provide revenue to defray the costs of services and programs which will benefit businesses in the area. (Ord. 3125 § 1, 2009). 5.05.040 Services and programs. The improvements and activities to be provided in the District will be funded by the levy of assessments. The revenue generated by the assessments to be levied may be utilized for some or all of the following services and programs: A. The construction and maintenance of the new vehicle dealers freeway sign will be included as a service or program funded by the proposed BID. The BID new vehicle dealers within the BID will participate in the design, operations and maintenance of the new freeway sign; B. Pay for marketing and advertising to promote the area as a destination point; C. Banner program for area to promote the District; D. Organizational operations and staff; and E. Day-to-day administration of and staff for the District. (Ord. 3125 § 1, 2009). 5.05.050 Assessment calculation. All businesses operating in the above-described area will be assessed a share of the costs of the aforementioned services and programs as determined by the following formula: A. Base Amount. In the first six months of adoption of the ordinance codified in this chapter, there will be a mandatory minimum payment from each affected transportation dealer in the amount of $3,000 per month per business. Car dealers/Owners with separate brands pay on the basis of each business license taken out by City for first six months of assessment district. B. After six months of adoption of the District, the three-tiered system with minimums and maximums is applied. Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 2 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 30 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda C. Tiered system is based upon the fact that all dealers, regardless of type and style of vehicle, pay a base assessment of $3,000 per month. 1. Any sales above $24,000,001 in annualized sales, after the first six months of the district, will pay at a rate of 0.0015 of the average quarterly sales ($24,000,000 in sales per year times 0.0015 equals $36,000 per year). 2. Maximum Amount. The maximum amount any dealer can pay is $6,000 per month – therefore annualized sales above $48,000,001 per year are capped at $6,000 per month. (Ord. 3125 § 1, 2009). 5.05.060 Summary of assessments. The assessments to be imposed for those District businesses are as follows: Sample Assessment Methodology Based Upon Existing Six Transportation Dealers – March 2008 Annual Taxable Sales (1%) per dealer Factor Annual Assessment Monthly Charge (Divided by 12) $10,000,000 .0015 $36,000.00 Minimum $3,000.00 $20,000,000 .0015 $36,000.00 Minimum $3,000.00 $24,000,000 .0015 $36,000.00 Minimum $3,000.00 $30,000,000 .0015 $45,000.00 $3,750.00 $35,000,000 .0015 $52,500.00 $4,375.00 $40,000,000 .0015 $60,000.00 $5,000.00 $45,000,000 .0015 $67,500.00 $5,625.00 $48,000,000 .0015 $72,000.00 $6,000.00 $52,000,000 .0015 $72,000.00 $6,000.00 $60,000,000 .0015 $72,000.00 $6,000.00 The above-described assessment is an annual charge and shall be levied, collected and enforced in the same manner, at the same time, and with the same penalties and interest as in the case of the business license. For those businesses taxed for other than an annual tax period, the City shall determine the assessment to be levied upon issuance of the City business tax certificate. Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 3 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 31 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda The total assessment collected from any business under the provisions of this chapter shall not exceed $6,000 per month. (Ord. 3125 § 1, 2009). 5.05.070 Eligible businesses. The following businesses, as identified by the North American Industrial Codes (NAIC), shall be subject to the Chula Vista Auto Park Business Improvement District: Those NAIC Code numbers will include: Primary Type of Business NAIC Code – 2007 New Car Dealers 441110 Used Car Dealers 441120 New Recreational Vehicle Dealers 441210 All Other New Motor Vehicle Dealers 441229 Each new transportation sales business license holder, as defined by the NAIC code numbers in this section, within the confines of one common lot is considered one separate entity for assessment purposes, including those situations when a single Person or corporation owns multiple new vehicle dealerships. For example, if one entity has two or more dealerships on site and has a separate business license for each dealership, that entity would be assessed on each business license issued. If, on the other hand, an entity has multiple dealerships on site and only has one business license for all of the dealerships, then that entity would be assessed on only one business license. (Ord. 3125 § 1, 2009). 5.05.080 Findings. The Council hereby finds and determines that the public convenience and necessity require the establishment of the District and that all of the businesses lying within the area will be benefited by the improvements and activities funded by the assessments proposed to be levied. (Ord. 3125 § 1, 2009). Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 4 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 32 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5.05.090 Future amendments. All of the businesses in the area established by this chapter shall be subject to any amendments to the provisions of the Parking and Business Improvement Area Law of 1989, codified as California Streets and Highways Code Section 36500 et seq. (Ord. 3125 § 1, 2009). 5.05.100 Annual review. All of the assessments imposed pursuant to this chapter shall be reviewed by the City Council annually. (Ord. 3125 § 1, 2009). 5.05.110 Advisory Board. Principal office holders of the following representative businesses shall make up the District Advisory Board pursuant to California Streets and Highways Code Section 36530: Business Fuller Ford Fuller Honda McCune Chrysler, Jeep, Dodge People’s Chevrolet Chula Vista Toyota (Ord. 3125 § 1, 2009). 5.05.120 Effective date. This chapter shall take effect and be in force on March 20, 2009, and no business license for commercial activities inconsistent with the provisions of this chapter shall be issued unless application therefor was made prior to the date of adoption of the ordinance codified in this chapter. (Ord. 3125 § 1, 2009). Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 5 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 33 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Disclaimer: The City Clerk’s Office has the official version of the Chula Vista Municipal Code. Users should contact the City Clerk’s office for ordinances passed subsequent to the ordinance cited above. City Website: www.chulavistaca.gov To be notified when additions, amendments, or revisions are made to the code, send your e-mail address to (be sure to add "Chula Vista Municipal Code" in the subject line) cpc@generalcode.com. Hosted by General Code. Ch. 5.05 Chula Vista Auto Park Business Improvement District | Chula Vista Municipal Code Page 6 of 6 The Chula Vista Municipal Code is current through Ordinance 3592, passed April 15, 2025. Page 34 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda U N RO/-\[:) L E G A L D E P A R T M E N T July 31, 2024 By email only: TAllen@chulavistaea.gov Tiffany Allen Assistant City Manager City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 8620 Spectrum Center Blvd., Suite 1100 San Diego, CA 92123 Office: (858) 362-8500 Re: Request to "Disestablish" the Chula Vista Auto Park Association, Inc. Dear Ms. Allen: By way of this correspondence, Sunroad CV Auto, Inc. ("Toyota Chula Vista") and Sunroad CV Motors, LLC ("BMW of Chula Vista") hereby request that the Chula Vista Auto Park Association, Inc. Association") be disestablished. The Association, whose Articles of Incorporation were filed with the secretary of state on May 25, 2010, under entity number 3246782 by Mark Boyer, has been defunct for many years with no action being taken by the Association. Notwithstanding, per the bylaws of the Association, a deposit account was established in the name of the Association with a banking institution to pay for the Association's expenses, as they may accrue from time to time. However, due to the inactive nature of the Association, the funds deposited into such banking institution are not being used and have sat idle for some time. By approving the disestablishment of the Association, it will allow for these funds to be appropriately distributed back to the interest holders. We appreciate your efforts to assist us with this request to "disestablish" the Association. Should you need any assistance or any additional information, please do not hesitate to contact me. Regards, Taso Theodorou President, Sunroad Enterprises Automotive Division Page 35 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Investment Report: Quarter Ending June 30, 2025 Report Number: 25-0158 Location: No specific geographic location Department: Finance G.C. § 84308 Regulations Apply: No 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 Receive the investment report for the quarter ending on June 30, 2025. SUMMARY Transmitted herewith is the City’s investment report for the quarter ending June 30, 2025 to meet the reporting requirements set forth in the California Government Code Sections 53600 et seq. and City Council Policy 220-01 Investment Policy and Guidelines. 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. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. Page 36 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 DISCUSSION As shown in the table below, the total cash and investment portfolio held by the City as of June 30, 2025, was $680,494,540 and total cash and investments held by the trustees were $134,509,313. Summary of Cash and Investments as of June 30, 2025 Cash and Investments Book Value Managed Investment Portfolio $ 644,505,061 State of California Local Agency Investment Fund 11,078,326 County of San Diego Pooled Investment Fund 26,358 Total Investments Held by the City 655,609,744 Cash/Time Deposits 24,884,796 Total Cash and Investments Held by the City 680,494,540 Cash and Investments Held by Bank Trustee 134,509,313 Total Cash and Investment Portfolio $ 815,003,853 Cash and investments held by the City and the trustees continue to be invested in accordance with the Government Code and City Council Policy 220-01 Investment Policy and Guidelines as adopted by Resolution No. 2025-020 on February 11, 2025. During the quarter, $5,750,000 was transferred from Bank of New York, the City’s Custodian Bank, to the City. These funds were used to maintain adequate cashflows for the quarter. Additionally, twenty-six investments matured, totaling $63,344,531. Ten purchases were made to replace those investments. Purchased investments include: two corporate notes ($11,500,000) and eight U.S. treasury notes ($52,950,000). The Finance Department continues to manage the portfolio and execute transactions as financial and economic conditions warrant. There is no further activity to report other than routine investments. Two-year Treasuries were yielding 3.89% at the beginning of the quarter and ended the quarter at a yield of 3.72%. As of June 30, 2025, the Weighted Yield to Maturity on the Managed Investment Portfolio was 3.99%, which was an increase of 18 basis points from the previous quarter. The average yield of the two-year U.S. treasury note over the last twelve months is 3.98%. Purchases are made at current market yields with fixed interest rates. At the end of this quarter, the Weighted Average Maturity of the Managed Investment Portfolio wa s 1.90 years, which is a decrease from 1.95 years from the prior quarter. The Federal Open Market Committee (FOMC) meets approximately every six weeks and determines the level of the Federal Funds Rate. During this quarter, the FOMC met on May 6 and June 17. At their June 17 meeting, the FOMC voted to maintain the Federal Funds Rate target range. The Federal Funds Rate target range is 4.25%-4.50%. The following excerpts are from the statement issued by the FOMC following their June 17 meeting. Page 37 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 "Although swings in net exports have affected the data, recent indicators suggest that economic activity has continued to expand at a solid pace. The unemployment rate remains low, and labor market conditions remain solid. Inflation remains somewhat elevated. The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook has diminished but remains elevated. The Committee is attentive to the risks to both sides of its dual mandate. In support of its goals, the Committee decided to maintain the target range for the federal funds rate at 4-1/4 to 4-1/2 percent. In considering the extent and timing of additional adjustments to the target range for the federal funds rate, the Committee will carefully assess incoming data, the evolving outlook, and the balance of risks.….In assessing the appropriate stance of monetary policy, the Committee will continue to monitor the implications of incoming information for the economic outlook. The Committee would be prepared to adjust the stance of monetary policy as appropriate if risks emerge that could impede the attainment of the Committee’s goals. The Committee’s assessments will take into account a wide range of information, including readings on labor market conditions, inflation pressures and inflation expectations, and financial and international developments." The Finance Department, with the assistance of Chandler Asset Management, Inc, continues to manage the City’s investment portfolio in accordance with the Government Code and City Council Policy 220-01 Investment Policy and Guidelines. Considering the projected timing of cash receipts and disbursements and the structure of the Pooled Investment Portfolio, the City will be able to comfortably meet overall cash flow needs over the next six months. 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 as a result of this action. ONGOING FISCAL IMPACT There is no ongoing fiscal impact as a result of this action. ATTACHMENTS 1. Summary of Cash and Investments as of June 30, 2025 2. Investment Report for the Quarter Ended June 30, 2025 Staff Contact: Galen Fleming, Fiscal Services Analyst, Finance Department Sarah Schoen, Director of Finance/Treasurer Page 38 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda % of Investment Type Par Value Market Value Book Value Portfolio Managed Investment Portfolio Asset Back Securities - - - 0.00% Federal Agency 133,296,000 133,602,732 133,136,643 16.34% Commercial Paper - - - 0.00% Corporate Note 158,804,000 159,225,803 158,160,446 19.41% BNY Custodial Cash Account 728,808 728,808 728,808 0.09% Municipal Bond 49,635,000 49,124,695 49,165,410 6.03% Negotiable Certificate of Deposit 249,000 255,004 249,000 0.03% Supranationals 26,500,000 26,515,924 26,378,208 3.24% U.S. Treasury Bond/Note 275,150,000 274,796,745 272,367,833 33.42% Placement Service Deposits (CDARS) 4,146,388 4,146,388 4,146,388 0.51% Cash Purchase in Transit (Payable)- - - 0.00% Interest in Transit (Receivable)172,326 172,326 172,326 0.02% Cash - - - 0.00% Cash Subtotal 172,326 172,326 172,326 0.02% Managed Investment Portfolio Subtotal 648,681,521 648,568,424 644,505,061 78.57% Pooled Investments State of CA Local Agency Investment Fund 11,078,326 11,078,326 11,078,326 1.36% County of San Diego Pooled Investment Fund 26,358 26,358 26,358 0.00% Pooled Investments Subtotal 11,104,683 11,104,683 11,104,683 1.36% Investments Held by the City 659,786,205 659,673,107 655,609,744 79.93% Cash/Time Deposits 24,884,796 24,884,796 24,884,796 3.05% Total Cash & Investments Held by the City $684,671,001 $684,557,903 $680,494,540 83.50% Held by Bank Trustee/Fiduciary Funds Cash with Fiscal Agents 944,451 944,451 944,451 0.12% Mutual Funds 84,978,538 84,978,538 84,978,538 10.43% United States Treasury Securities 0.00% San Diego County Investment Pool 6,038,964 6,038,964 6,038,964 0.74% Local Agency Investment Fund 8,726,727 8,737,185 8,726,727 1.07% Section 115 Trust 29,743,572 29,743,572 29,743,572 3.65% Treasury Bills 4,077,061 4,077,061 4,077,061 0.50% Total Held by Bank Trustee/Fiduciary Funds $134,509,313 $134,519,771 $134,509,313 16.50% Total Portfolio $819,180,314 $819,077,674 $815,003,853 100.00% 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. Market values do not include accrued interest. 5. Book value is the value at which an asset is carried on the balance sheet and does not include accrued interest. Summary of Cash and Investments as of June 30, 2025 City of Chula Vista Page 39 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 PORTFOLIO SUMMARY Portfolio Characteristics Sector Allocation Account Summary Maturity Distribution Top Issuers Credit Quality (S&P) Average Modified Duration 1.68 Average Coupon 3.36% Average Purchase YTM 3.99% Average Market YTM 4.07% Average Credit Quality*AA Average Final Maturity 1.86 Average Life 1.72 End Values as of 05/31/2025 End Values as of 06/30/2025 Market Value 655,627,953.74 659,673,107.40 Accrued Interest 5,211,480.21 5,285,653.38 Total Market Value 660,839,433.95 664,958,760.78 Income Earned 1,679,646.17 2,488,243.35 Cont/WD (10,000,000.00)0.00 Par 658,042,767.31 659,786,204.90 Book Value 653,557,211.20 655,609,744.44 Cost Value 650,148,731.32 652,060,250.10 Government of The United States 41.66% Farm Credit System 11.01% Federal Home Loan Banks 7.52% International Bank for Recon and Dev 2.07% State of California 1.90% LAIF 1.68% The Home Depot, Inc.1.64% JPMorgan Chase & Co.1.61% *The average credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. Investment Report for the Quarter Ended June 30, 2025 City of Chula Vista 1 of 24Page 40 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 STATEMENT OF COMPLIANCE Rules Name Limit Actual Compliance Status Notes ' Ez DKZd'' ^ hZ/d/ ^ ΈDK^Ή Max % (MV)100.0 0.0 Compliant Max Maturity (Years)5.0 0.0 Compliant Min Rating (AA- by 1)0.0 0.0 Compliant ^^ dͳ< ^ hZ/d/ ^ Έ^Ή Max % (MV; Non Agency ABS & MBS)20.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5 0.0 Compliant Min Rating (AA- by 1)0.0 0.0 Compliant E< Z^Ζ WdE ^ Max % (MV)40.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Days)180 0.0 Compliant Zd/&/d K& WK^/d W> D Ed ^ Zs/ ΈZ^Ή Max % (MV)30.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5.0 0.0 Compliant K>>d Z>/ E< WK^/d^ Max % (MV)100.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5.0 0.0 Compliant K>>d Z>/ d/D WK^/d^ ΈEKEͳE 'Kd/> ͬdΉ Max % (MV)100.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)3.0 0.0 Compliant COMMERCIAL PAPER Max % (MV)40.0 0.0 Compliant Max % Issuer (Corporate & Commercial Paper; MV)10.0 1.6 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Days)270 0.0 Compliant Min Rating (A-1 by 1 or A- by 1)0.0 0.0 Compliant CORPORATE MEDIUM TERM NOTES Max % (MV)30.0 24.1 Compliant 2 of 24Page 41 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 STATEMENT OF COMPLIANCE Rules Name Limit Actual Compliance Status Notes Max % Issuer (Corporate & Commercial Paper; MV)10.0 1.6 Compliant Max % Issuer (MV)5.0 1.6 Compliant Max Maturity (Years)5 4 Compliant Min Rating (A- by 1)0.0 0.0 Compliant FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE CD/ TD) Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5 0.0 Compliant FEDERAL AGENCIES Max % (MV)100.0 20.3 Compliant Max Maturity (Years)5 3 Compliant LOCAL AGENCY INVESTMENT FUND (LAIF) Max Concentration (MV)75.0 11.1 Compliant LOCAL GOVERNMENT INVESTMENT POOL (LGIP) Max % (MV)100.0 0.0 Compliant MONEY MARKET MUTUAL FUNDS Max % (MV; Money Market Fund & Mutual Fund)20.0 0.1 Compliant Min Rating (AAA by 2)0.0 0.0 Compliant MORTGAGE-BACKED SECURITIES (NON-AGENCY) Max % (MV)20.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5.0 0.0 Compliant Min Rating (AA- by 1)0.0 0.0 Compliant MUNICIPAL SECURITIES (CA, LOCAL AGENCY) Max % (MV)100.0 6.6 Compliant Max % Issuer (MV)5.0 1.4 Compliant Max Maturity (Years)5 4 Compliant MUNICIPAL SECURITIES (CA, OTHER STATES) Max % (MV)100.0 0.8 Compliant Max % Issuer (MV)5.0 0.5 Compliant Max Maturity (Years)5 1 Compliant MUTUAL FUNDS Max % (MV; Money Market Fund & Mutual Fund)20.0 0.1 Compliant Max % Issuer (MV)10.0 0.0 Compliant 3 of 24Page 42 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 STATEMENT OF COMPLIANCE Rules Name Limit Actual Compliance Status Notes Min Rating (AAA by 2)0.0 0.0 Compliant NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD) Max % (MV)30.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)5 0.0 Compliant REPURCHASE AGREEMENTS Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Years)1.0 0.0 Compliant REVERSE REPURCHASE AGREEMENTS Max % (MV)20.0 0.0 Compliant Max % Issuer (MV)5.0 0.0 Compliant Max Maturity (Days)92.0 0.0 Compliant SUPRANATIONAL OBLIGATIONS Max % (MV)30.0 4.0 Compliant Max % Issuer (MV)5.0 2.1 Compliant Max Maturity (Years)5 4 Compliant Min Rating (AA- by 1)0.0 0.0 Compliant U.S. TREASURIES Max % (MV)100.0 41.7 Compliant Max Maturity (Years)5 4 Compliant 4 of 24Page 43 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ AGENCY 3130AQGV9 FEDERAL HOME LOAN BANKS 1.2 07/18/2025 3,500,000.00 12/29/2021 1.20% 3,500,000.00 3,500,000.00 99.85 4.31% 3,494,838.62 19,016.67 0.53% (5,161.38) Aa1/AA+ AA+ 0.05 0.05 3130AQHV8 FEDERAL HOME LOAN BANKS 1.25 07/25/2025 3,000,000.00 01/06/2022 1.25% 3,000,000.00 3,000,000.00 99.79 4.44% 2,993,598.48 16,250.00 0.45% (6,401.52) Aa1/AA+ AA+ 0.07 0.07 3135G05X7 FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.375 08/25/2025 4,000,000.00 11/17/2021 1.05% 3,899,720.00 3,995,994.63 99.39 4.48% 3,975,484.04 5,250.00 0.60% (20,510.59) Aa1/AA+ AA+ 0.15 0.15 3130AP3F0 FEDERAL HOME LOAN BANKS 0.7 08/29/2025 4,000,000.00 01/06/2022 1.32% 3,911,796.91 3,996,090.17 99.41 4.40% 3,976,243.44 7,155.56 0.60% (19,846.73) Aa1/AA+ AA+ 0.16 0.16 3130A8ZQ9 FEDERAL HOME LOAN BANKS 1.75 09/12/2025 4,000,000.00 11/30/2021 1.05% 4,104,240.00 4,005,506.17 99.46 4.51% 3,978,233.24 21,194.44 0.60% (27,272.93) Aa1/AA+ AA+ 0.20 0.20 3134GWUG9 FEDERAL HOME LOAN MORTGAGE CORP 0.57 09/24/2025 4,000,000.00 12/27/2021 1.18% 3,910,000.00 3,994,403.80 99.10 4.50% 3,964,094.52 6,143.33 0.60% (30,309.28) Aa1/AA+ AA+ 0.24 0.23 3130ARGJ4 FEDERAL HOME LOAN BANKS 2.5 10/14/2025 3,500,000.00 03/22/2022 2.50% 3,500,000.00 3,500,000.00 99.45 4.43% 3,480,661.66 18,715.28 0.53% (19,338.34) Aa1/AA+ AA+ 0.29 0.28 3133ENUZ1 FEDERAL FARM CREDIT BANKS FUNDING CORP 3.09 10/20/2025 3,200,000.00 05/05/2022 3.24% 3,183,877.34 3,198,584.17 99.55 4.57% 3,185,624.10 19,501.33 0.48% (12,960.07) Aa1/AA+ AA+ 0.31 0.30 3130ARLT6 FEDERAL HOME LOAN BANKS 3.1 10/29/2025 3,500,000.00 03/30/2022 3.10% 3,500,000.00 3,500,000.00 99.57 4.40% 3,485,062.95 18,686.11 0.53% (14,937.06) Aa1/AA+ AA+ 0.33 0.32 3135G06G3 FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.5 11/07/2025 3,500,000.00 12/08/2021 1.18% 3,408,615.00 3,491,756.18 98.68 4.32% 3,453,805.15 2,625.00 0.52% (37,951.03) Aa1/AA+ AA+ 0.36 0.34 3133ENEG1 FEDERAL FARM CREDIT BANKS FUNDING CORP 1.05 11/17/2025 2,030,000.00 11/17/2021 1.06% 2,028,802.30 2,029,886.05 98.73 4.45% 2,004,294.74 2,605.17 0.30% (25,591.31) Aa1/AA+ AA+ 0.38 0.37 3133ENMM9 FEDERAL FARM CREDIT BANKS FUNDING CORP 1.44 01/27/2026 3,500,000.00 02/01/2022 1.55% 3,485,300.00 3,497,879.81 98.43 4.25% 3,444,991.94 21,560.00 0.52% (52,887.87) Aa1/AA+ AA+ 0.58 0.56 3133ENRG7 FEDERAL FARM CREDIT BANKS FUNDING CORP 2.22 03/10/2026 3,500,000.00 03/08/2022 2.56% 3,498,250.00 3,499,698.56 98.67 4.19% 3,453,411.68 23,957.50 0.52% (46,286.89) Aa1/AA+ AA+ 0.69 0.67 3133ERDZ1 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.75 05/08/2026 6,000,000.00 05/06/2024 4.85% 5,988,360.00 5,995,041.04 100.61 4.01% 6,036,539.28 41,958.33 0.92% 41,498.24 Aa1/AA+ AA+ 0.85 0.82 3130AWGR5 FEDERAL HOME LOAN BANKS 4.375 06/12/2026 5,000,000.00 06/28/2023 4.45% 4,989,050.00 4,996,488.69 100.28 4.07% 5,014,117.65 11,545.14 0.76% 17,628.96 Aa1/AA+ AA+ 0.95 0.92 3133ENV72 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.5 07/27/2026 3,000,000.00 10/24/2022 4.51% 2,998,950.00 2,999,700.76 100.50 4.02% 3,014,980.74 57,750.00 0.46% 15,279.98 Aa1/AA+ AA+ 1.07 1.02 5 of 24Page 44 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 3133ENH45 FEDERAL FARM CREDIT BANKS FUNDING CORP 3.125 08/24/2026 1,666,000.00 09/09/2022 3.58% 1,637,861.26 1,657,840.74 99.02 4.00% 1,649,734.21 18,366.49 0.25% (8,106.53) Aa1/AA+ AA+ 1.15 1.10 3130ASUB3 FEDERAL HOME LOAN BANKS 4.0 08/25/2026 3,500,000.00 07/29/2022 4.00% 3,500,000.00 3,500,000.00 99.61 4.35% 3,486,227.01 49,000.00 0.53% (13,772.99) Aa1/AA+ AA+ 1.15 1.10 3133EPUW3 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.75 09/01/2026 6,000,000.00 09/25/2023 4.96% 5,966,280.00 5,986,556.08 100.83 4.01% 6,049,663.32 95,000.00 0.92% 63,107.24 Aa1/AA+ AA+ 1.17 1.11 3130AWTQ3 FEDERAL HOME LOAN BANKS 4.625 09/11/2026 5,250,000.00 08/30/2023 4.67% 5,243,332.50 5,247,367.93 100.84 3.89% 5,294,130.77 74,192.71 0.80% 46,762.83 Aa1/AA+ AA+ 1.20 1.14 3133EJD55 FEDERAL FARM CREDIT BANKS FUNDING CORP 3.3 09/28/2026 1,000,000.00 09/28/2022 4.14% 968,590.00 990,239.46 99.16 3.99% 991,636.87 8,525.00 0.15% 1,397.41 Aa1/AA+ AA+ 1.25 1.19 3130ARHY0 FEDERAL HOME LOAN BANKS 3.0 10/21/2026 3,750,000.00 03/24/2022 3.00% 3,750,000.00 3,750,000.00 98.64 4.08% 3,699,109.13 21,875.00 0.56% (50,890.88) Aa1/AA+ AA+ 1.31 1.26 3130APRK3 FEDERAL HOME LOAN BANKS 1.43 11/23/2026 2,600,000.00 02/28/2022 1.92% 2,541,500.00 2,582,744.36 96.52 4.02% 2,509,587.55 3,924.56 0.38% (73,156.81) Aa1/AA+ AA+ 1.40 1.36 3130ATVE4 FEDERAL HOME LOAN BANKS 4.5 12/11/2026 1,650,000.00 11/30/2022 4.09% 1,675,007.40 1,658,970.05 100.86 3.88% 1,664,240.49 4,125.00 0.25% 5,270.45 Aa1/AA+ AA+ 1.45 1.39 3130AYPN0 FEDERAL HOME LOAN BANKS 4.125 01/15/2027 6,500,000.00 01/26/2024 4.20% 6,486,090.00 6,492,762.17 100.49 3.79% 6,532,078.22 123,635.42 0.99% 39,316.04 Aa1/AA+ AA+ 1.54 1.45 3133EP6K6 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.5 03/26/2027 7,000,000.00 04/18/2024 4.88% 6,928,250.00 6,957,593.14 101.11 3.83% 7,077,882.91 83,125.00 1.07% 120,289.77 Aa1/AA+ AA+ 1.74 1.64 3133ERDS7 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.75 05/06/2027 5,500,000.00 06/27/2024 4.57% 5,525,630.00 5,516,578.33 101.70 3.79% 5,593,295.90 39,913.19 0.85% 76,717.56 Aa1/AA+ AA+ 1.85 1.75 3133ENL99 FEDERAL FARM CREDIT BANKS FUNDING CORP 3.375 09/15/2027 3,500,000.00 09/08/2022 3.85% 3,487,890.00 3,494,675.04 98.93 3.88% 3,462,583.32 34,781.25 0.52% (32,091.72) Aa1/AA+ AA+ 2.21 2.08 3133ENW63 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.375 10/27/2027 3,500,000.00 10/24/2022 4.92% 3,498,460.00 3,499,285.99 101.17 3.84% 3,540,890.57 27,222.22 0.54% 41,604.58 Aa1/AA+ AA+ 2.33 2.18 3133ERGL9 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.5 06/07/2028 6,000,000.00 06/25/2024 4.44% 6,012,120.00 6,009,010.15 101.82 3.84% 6,108,994.38 18,000.00 0.93% 99,984.23 Aa1/AA+ AA+ 2.94 2.72 3133EPUN3 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.5 08/28/2028 5,250,000.00 08/30/2023 4.35% 5,281,920.00 5,270,195.00 101.93 3.84% 5,351,399.60 80,718.75 0.81% 81,204.60 Aa1/AA+ AA+ 3.16 2.88 3133EPC45 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.625 11/13/2028 6,400,000.00 11/10/2023 4.70% 6,379,648.00 6,386,287.19 102.40 3.86% 6,553,642.24 39,466.67 0.99% 167,355.05 Aa1/AA+ AA+ 3.37 3.08 6 of 24Page 45 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 3133ERAK7 FEDERAL FARM CREDIT BANKS FUNDING CORP 4.375 04/10/2029 5,000,000.00 04/25/2024 4.76% 4,915,350.00 4,935,506.99 101.63 3.90% 5,081,652.95 49,218.75 0.77% 146,145.96 Aa1/AA+ AA+ 3.78 3.42 Total Agency 133,296,000.00 3.49% 132,704,890.71 133,136,642.65 100.25 4.09% 133,602,731.62 1,065,003.87 20.25% 466,088.98 1.36 1.28 CASH PP3112$02 Neighborhood Bank CASH 4,146,388.06 -- 4.10% 4,146,388.06 4,146,388.06 1.00 4.10% 4,146,388.06 0.00 0.63% 0.00 NA/NA NA 0.00 0.00 CCYUSD Receivable 153,514.84 --153,514.84 153,514.84 1.00 0.00% 153,514.84 0.00 0.02% 0.00 Aaa/AAA AAA 0.00 0.00 CCYUSD Receivable 3,574.55 --3,574.55 3,574.55 1.00 0.00% 3,574.55 0.00 0.00% 0.00 Aaa/AAA AAA 0.00 0.00 CCYUSD Receivable 15,236.26 --15,236.26 15,236.26 1.00 0.00% 15,236.26 0.00 0.00% 0.00 Aaa/AAA AAA 0.00 0.00 Total Cash 4,318,713.71 4.10% 4,318,713.71 4,318,713.71 1.00 3.94% 4,318,713.71 0.00 0.65% 0.00 0.00 0.00 CORPORATE 46625HMN7 JPMORGAN CHASE & CO 3.9 07/15/2025 2,000,000.00 01/21/2022 1.74% 2,137,260.00 2,000,000.00 99.96 4.79% 1,999,246.24 35,966.67 0.30% (753.76) A1/A AA- 0.04 0.04 69371RR99 PACCAR FINANCIAL CORP 3.55 08/11/2025 2,300,000.00 12/13/2022 4.36% 2,253,206.04 2,298,026.18 99.90 4.39% 2,297,711.80 31,752.78 0.35% (314.38) A1/A+ NA 0.11 0.11 857477AT0 STATE STREET CORP 3.55 08/18/2025 1,600,000.00 03/25/2022 3.10% 1,623,320.62 1,600,901.28 99.85 4.62% 1,597,661.02 20,984.44 0.24% (3,240.26) Aa3/A AA- 0.13 0.13 231021AU0 CUMMINS INC 0.75 09/01/2025 3,000,000.00 -- 1.20% 2,950,986.16 2,997,766.62 99.41 4.29% 2,982,379.95 7,500.00 0.45% (15,386.67) A2/A NA 0.17 0.17 437076BK7 HOME DEPOT INC 3.35 09/15/2025 3,200,000.00 07/29/2022 3.07% 3,224,486.40 3,200,000.00 99.79 4.33% 3,193,321.47 31,564.44 0.48% (6,678.53) A2/A A 0.21 0.20 89236THP3 TOYOTA MOTOR CREDIT CORP 0.8 10/16/2025 3,000,000.00 12/08/2021 1.41% 2,931,090.00 2,994,763.23 98.96 4.39% 2,968,947.03 5,000.00 0.45% (25,816.20) A1/A+ A+ 0.30 0.29 92826CAD4 VISA INC 3.15 12/14/2025 2,500,000.00 03/24/2022 2.72% 2,535,958.53 2,502,123.54 99.45 4.37% 2,486,350.58 3,718.75 0.38% (15,772.96) Aa3/AA- NA 0.46 0.44 713448DF2 PEPSICO INC 2.85 02/24/2026 1,872,000.00 10/04/2022 4.31% 1,785,214.08 1,855,329.26 99.11 4.25% 1,855,409.47 18,821.40 0.28% 80.22 A1/A+ NA 0.65 0.63 7 of 24Page 46 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 17275RBC5 CISCO SYSTEMS INC 2.95 02/28/2026 3,500,000.00 11/22/2022 4.31% 3,353,490.00 3,470,305.34 99.06 4.42% 3,466,931.51 35,277.08 0.53% (3,373.83) A1/AA- NA 0.67 0.64 87612EBE5 TARGET CORP 2.5 04/15/2026 3,751,000.00 -- 4.26% 3,539,669.29 3,702,346.54 98.62 4.29% 3,699,393.48 19,796.94 0.56% (2,953.06) A2/A A 0.79 0.77 69371RR32 PACCAR FINANCIAL CORP 1.1 05/11/2026 3,000,000.00 10/03/2022 4.39% 2,673,850.54 2,922,180.14 97.41 4.19% 2,922,347.28 4,583.33 0.44% 167.14 A1/A+ NA 0.86 0.84 931142EM1 WALMART INC 3.05 07/08/2026 1,900,000.00 09/23/2022 4.09% 1,829,939.40 1,881,168.68 99.01 4.05% 1,881,261.52 27,848.19 0.29% 92.83 Aa2/AA AA 1.02 0.98 17275RBL5 CISCO SYSTEMS INC 2.5 09/20/2026 1,150,000.00 10/04/2022 4.04% 1,084,622.50 1,129,849.09 98.18 4.04% 1,129,120.24 8,065.97 0.17% (728.85) A1/AA- NA 1.22 1.18 654106AF0 NIKE INC 2.375 11/01/2026 1,035,000.00 08/02/2022 3.13% 1,003,598.10 1,025,126.21 97.88 4.02% 1,013,018.09 4,096.88 0.15% (12,108.12) A1/AA- NA 1.34 1.29 438516BL9 HONEYWELL INTERNATIONAL INC 2.5 11/01/2026 1,185,000.00 08/01/2022 3.02% 1,160,092.98 1,177,173.45 97.77 4.23% 1,158,624.97 4,937.50 0.18% (18,548.48) A2/A A 1.34 1.29 452308AX7 ILLINOIS TOOL WORKS INC 2.65 11/15/2026 1,421,000.00 10/14/2022 4.82% 1,305,557.96 1,382,184.26 98.24 3.98% 1,396,020.65 4,811.66 0.21% 13,836.40 A1/A+ NA 1.38 1.33 002824BF6 ABBOTT LABORATORIES 3.75 11/30/2026 1,000,000.00 10/17/2022 4.69% 964,363.96 987,758.25 99.67 3.99% 996,705.84 3,229.17 0.15% 8,947.59 Aa3/AA- NA 1.42 1.36 26442CAS3 DUKE ENERGY CAROLINAS LLC 2.95 12/01/2026 7,500,000.00 08/23/2024 4.29% 7,285,500.00 7,365,645.71 98.37 4.15% 7,377,689.93 18,437.50 1.12% 12,044.22 Aa3/A NA 1.42 1.37 78016HZT0 ROYAL BANK OF CANADA 4.875 01/19/2027 6,500,000.00 01/26/2024 4.75% 6,521,645.00 6,511,311.26 100.97 4.22% 6,563,110.71 142,593.75 0.99% 51,799.45 A1/A AA- 1.56 1.45 61746BEF9 MORGAN STANLEY 3.625 01/20/2027 2,500,000.00 09/20/2023 5.62% 2,350,375.00 2,430,109.38 99.14 4.20% 2,478,469.53 40,529.51 0.38% 48,360.15 A1/A- A+ 1.56 1.47 46647PBA3 JPMORGAN CHASE & CO 3.96 01/29/2027 2,500,000.00 09/20/2023 6.18% 2,396,750.00 2,474,547.67 99.74 5.31% 2,493,435.60 41,800.00 0.38% 18,887.93 A1/A AA- 1.58 0.56 06048WS84 BANK OF AMERICA CORP 2.75 03/02/2027 4,000,000.00 02/28/2022 2.75% 4,000,000.00 4,000,000.00 97.41 4.37% 3,896,581.04 36,361.11 0.59% (103,418.96) A1/A- AA- 1.67 1.59 808513BY0 CHARLES SCHWAB CORP 2.45 03/03/2027 2,205,000.00 08/01/2022 3.34% 2,121,115.19 2,174,450.91 97.18 4.21% 2,142,871.06 17,707.38 0.32% (31,579.85) A2/A- A 1.67 1.60 713448ER5 PEPSICO INC 2.625 03/19/2027 1,935,000.00 08/02/2022 3.14% 1,892,043.00 1,919,088.12 97.79 3.97% 1,892,243.23 14,391.56 0.29% (26,844.88) A1/A+ NA 1.72 1.64 22160KAM7 COSTCO WHOLESALE CORP 3.0 05/18/2027 3,200,000.00 11/21/2022 4.29% 3,030,376.96 3,129,004.63 98.53 3.82% 3,152,802.98 11,466.67 0.48% 23,798.34 Aa3/AA NA 1.88 1.80 58933YBC8 MERCK & CO INC 1.7 06/10/2027 3,200,000.00 08/02/2022 3.16% 2,988,096.00 3,115,262.30 95.84 3.95% 3,066,809.70 3,173.33 0.46% (48,452.61) Aa3/A+ NA 1.94 1.88 8 of 24Page 47 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 437076DB5 HOME DEPOT INC 4.875 06/25/2027 7,500,000.00 07/08/2024 4.76% 7,522,650.00 7,514,949.00 101.58 4.04% 7,618,172.33 6,093.75 1.15% 103,223.33 A2/A A 1.99 1.80 63743HFT4 NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP 4.12 09/16/2027 7,500,000.00 09/10/2024 4.04% 7,517,400.00 7,512,690.23 99.91 4.16% 7,493,599.95 90,125.00 1.14% (19,090.28) A2/A- A 2.21 2.07 857477CP6 STATE STREET CORP 4.33 10/22/2027 7,500,000.00 11/08/2024 4.53% 7,458,525.00 7,467,445.60 100.51 4.09% 7,538,182.95 62,243.75 1.14% 70,737.35 Aa3/A AA- 2.31 2.09 46647PEE2 JPMORGAN CHASE & CO 5.571 04/22/2028 6,000,000.00 05/15/2024 5.19% 6,061,500.00 6,037,934.58 102.05 4.70% 6,123,120.66 64,066.50 0.93% 85,186.08 A1/A AA- 2.81 1.69 90331HPS6 US BANK NA 4.73 05/15/2028 6,500,000.00 05/22/2025 4.85% 6,504,550.00 6,504,382.28 100.50 4.74% 6,532,652.30 39,285.28 0.99% 28,270.02 A2/A+ A+ 2.88 1.76 06406RCH8 BANK OF NEW YORK MELLON CORP 4.441 06/09/2028 5,000,000.00 06/17/2025 4.41% 5,003,250.00 5,003,191.40 100.53 4.46% 5,026,407.00 12,952.92 0.76% 23,215.60 Aa3/A AA- 2.94 1.84 61690DK72 MORGAN STANLEY BANK NA 5.016 01/12/2029 6,500,000.00 02/04/2025 4.89% 6,522,100.00 6,519,087.30 101.55 4.62% 6,601,056.48 144,906.67 1.00% 81,969.17 Aa3/A+ AA- 3.54 2.31 24422EXH7 JOHN DEERE CAPITAL CORP 4.5 01/16/2029 6,250,000.00 01/11/2024 4.56% 6,234,375.00 6,238,924.81 101.09 4.16% 6,318,252.63 128,906.25 0.96% 79,327.82 A1/A A+ 3.55 3.18 14913UAJ9 CATERPILLAR FINANCIAL SERVICES CORP 4.85 02/27/2029 7,000,000.00 06/04/2024 4.77% 7,024,150.00 7,018,685.50 102.30 4.16% 7,161,335.58 116,938.89 1.09% 142,650.08 A2/A A+ 3.66 3.28 09290DAA9 BLACKROCK INC 4.7 03/14/2029 6,800,000.00 03/08/2024 4.56% 6,843,180.00 6,831,796.62 102.12 4.08% 6,943,883.24 94,992.22 1.05% 112,086.62 Aa3/AA- NA 3.70 3.26 89115A2Y7 TORONTO-DOMINION BANK 4.994 04/05/2029 6,800,000.00 03/28/2024 4.98% 6,804,148.00 6,803,121.22 102.06 4.39% 6,940,200.22 81,124.76 1.05% 137,079.00 A2/A- AA- 3.76 3.37 58989V2H6 MET TOWER GLOBAL FUNDING 5.25 04/12/2029 7,000,000.00 04/18/2024 5.49% 6,928,250.00 6,945,436.81 102.93 4.40% 7,205,081.10 80,645.83 1.09% 259,644.29 Aa3/AA- AA- 3.78 3.37 91324PFG2 UNITEDHEALTH GROUP INC 4.8 01/15/2030 7,500,000.00 03/13/2025 4.74% 7,517,475.00 7,516,378.41 101.54 4.42% 7,615,393.73 166,000.00 1.15% 99,015.31 A2/A+ A 4.54 3.89 Total Corporate 158,804,000.00 4.32% 156,884,160.71 158,160,445.81 100.29 4.30% 159,225,803.06 1,682,697.84 24.14% 1,065,357.25 2.27 1.92 LAIF 90LAIF$00 Local Agency Investment Fund State Pool 11,078,325.80 -- 4.27% 11,078,325.80 11,078,325.80 1.00 4.27% 11,078,325.80 0.00 1.68% 0.00 NA/NA NA 0.00 0.00 Total LAIF 11,078,325.80 4.27% 11,078,325.80 11,078,325.80 1.00 4.27% 11,078,325.80 0.00 1.68% 0.00 0.00 0.00 9 of 24Page 48 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ LOCAL GOV INVESTMENT POOL 90SDCP$00 County of San Diego Investment Pool 26,357.61 -- 3.72% 26,357.61 26,357.61 1.00 3.72% 26,357.61 0.00 0.00% 0.00 NA/NA AAA 0.00 0.00 Total Local Gov Investment Pool 26,357.61 3.72% 26,357.61 26,357.61 1.00 3.72% 26,357.61 0.00 0.00% 0.00 0.00 0.00 DKE z DZ< d FUND X9USDJPMR JPMORGAN:US GVT MM INST 59,900.08 -- 4.18% 59,900.08 59,900.08 1.00 4.18% 59,900.08 0.00 0.01% 0.00 Aaa/ AAAm AAA 0.00 0.00 X9USDJPMR JPMORGAN:US GVT MM INST 668,907.70 -- 4.18% 668,907.70 668,907.70 1.00 4.18% 668,907.70 0.00 0.10% 0.00 Aaa/ AAAm AAA 0.00 0.00 Total Money Market Fund 728,807.78 4.18% 728,807.78 728,807.78 1.00 4.18% 728,807.78 0.00 0.11% 0.00 0.00 0.00 MUNICIPAL KE^ 91412GU94 UNIVERSITY CALIF REVS 3.063 07/01/2025 1,600,000.00 12/16/2021 1.10% 1,702,096.00 1,600,000.00 100.00 3.06% 1,600,000.00 24,504.00 0.24% 0.00 Aa2/AA AA 0.00 0.00 197036PL4 COLTON CALIF JT UNI SCH DIST 1.052 08/01/2025 2,475,000.00 10/15/2020 1.05% 2,475,000.00 2,475,000.00 99.74 4.14% 2,468,609.55 10,848.75 0.37% (6,390.45) Aa3/AA NA 0.09 0.08 73208PBF7 POMONA CALIF PENSION OBLIG 4.0 08/01/2025 1,675,000.00 09/14/2020 1.46% 1,878,964.75 1,678,548.21 99.96 4.43% 1,674,294.83 27,916.67 0.25% (4,253.38) NA/AA- AA- 0.09 0.08 144393NA9 CARPINTERIA CALIF UNI SCH DIST 1.1 08/01/2025 1,210,000.00 10/28/2020 1.05% 1,212,758.80 1,210,049.21 99.74 4.19% 1,206,873.36 5,545.83 0.18% (3,175.85) NA/AA- AAA 0.09 0.08 796711G94 SAN BERNARDINO CALIF CITY UNI SCH DIST 1.114 08/01/2025 2,250,000.00 09/11/2020 1.11% 2,250,000.00 2,250,000.00 99.73 4.34% 2,243,929.50 10,443.75 0.34% (6,070.50) A1/AA NA 0.09 0.08 798170AH9 SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY OF TH 3.076 08/01/2025 4,675,000.00 11/18/2021 1.13% 5,007,345.75 4,682,620.35 99.89 4.29% 4,670,063.20 59,917.92 0.71% (12,557.15) NA/AA AA+ 0.09 0.08 798135E88 SAN JOSE CALIF 2.45 09/01/2025 2,275,000.00 12/16/2021 0.97% 2,398,164.08 2,280,635.55 99.72 4.09% 2,268,686.88 18,579.17 0.34% (11,948.68) Aa1/AA+ AAA 0.17 0.17 10 of 24Page 49 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 419792ZL3 HAWAII ST 0.852 10/01/2025 2,290,000.00 03/25/2022 2.70% 2,146,417.00 2,279,728.12 99.15 4.30% 2,270,420.50 4,877.70 0.34% (9,307.62) Aa2/AA+ AA 0.25 0.25 13077DQD7 CALIFORNIA ST UNIV REV 0.862 11/01/2025 2,500,000.00 05/05/2022 3.37% 2,295,050.00 2,480,243.85 98.84 4.39% 2,470,950.00 3,591.67 0.37% (9,293.85) Aa2/AA- NA 0.34 0.33 13077DML3 CALIFORNIA ST UNIV REV 0.885 11/01/2025 775,000.00 12/13/2021 1.28% 763,452.50 773,999.05 98.85 4.39% 766,052.63 1,143.13 0.12% (7,946.43) Aa2/AA- NA 0.34 0.33 13063DMA3 CALIFORNIA ST 2.65 04/01/2026 3,200,000.00 05/05/2022 3.26% 3,127,936.00 3,186,162.90 98.85 4.21% 3,163,347.20 21,200.00 0.48% (22,815.70) Aa2/AA- AA 0.75 0.73 817409N43 SEQUOIA CALIF UN HIGH SCH DIST 1.831 07/01/2026 2,050,000.00 10/26/2022 4.66% 1,856,131.50 1,997,349.70 97.71 4.19% 2,003,073.45 18,767.75 0.30% 5,723.75 Aaa/NA NA 1.00 0.98 446222US8 HUNTINGTON BEACH CALIF UN HIGH SCH DIST 1.208 08/01/2026 3,510,000.00 08/01/2022 3.23% 3,241,765.80 3,437,295.86 96.90 4.16% 3,401,344.44 17,667.00 0.52% (35,951.42) NA/AA- NA 1.09 1.05 544351MS5 LOS ANGELES CALIF 3.5 09/01/2026 1,085,000.00 09/23/2022 4.30% 1,053,144.40 1,075,547.36 99.37 4.06% 1,078,151.48 12,658.33 0.16% 2,604.12 Aa2/AA- NA 1.17 1.12 20772KEX3 CONNECTICUT ST 3.8 09/15/2026 3,000,000.00 09/14/2022 3.91% 2,987,880.00 2,996,344.10 99.70 4.06% 2,990,904.00 33,566.67 0.45% (5,440.10) Aa3/AA- AA- 1.21 1.15 91412HGF4 UNIVERSITY CALIF REVS 1.316 05/15/2027 1,340,000.00 08/30/2022 3.81% 1,194,878.00 1,282,339.54 95.41 3.88% 1,278,428.34 2,253.28 0.19% (3,911.20) Aa2/AA AA 1.87 1.82 769036BP8 RIVERSIDE CALIF PENSION OBLIG 2.64 06/01/2027 1,500,000.00 11/03/2022 5.27% 1,341,120.00 1,433,443.45 97.02 4.28% 1,455,247.50 3,300.00 0.22% 21,804.06 NA/AA AA 1.92 1.84 817409N50 SEQUOIA CALIF UN HIGH SCH DIST 1.951 07/01/2027 2,150,000.00 08/30/2022 3.83% 1,969,658.00 2,075,453.19 96.04 4.03% 2,064,765.40 20,973.25 0.31% (10,687.79) Aaa/NA NA 2.00 1.93 786318LF0 SADDLEBACK VY UNI SCH DIST CALIF 2.4 08/01/2027 1,805,000.00 08/10/2022 3.34% 1,726,681.05 1,772,198.28 97.01 3.91% 1,751,019.67 18,050.00 0.27% (21,178.61) Aa1/NA NA 2.09 1.98 797272QS3 SAN DIEGO CALIF CMNTY COLLEGE DIST 2.407 08/01/2027 1,300,000.00 08/04/2022 3.25% 1,249,326.00 1,278,846.46 97.06 3.89% 1,261,808.60 13,037.92 0.19% (17,037.86) Aa1/AAA NA 2.09 1.98 62451FKL3 MOUNTAIN VIEW-WHISMAN CALIF SCH DIST 1.912 09/01/2027 970,000.00 10/13/2022 4.91% 844,928.20 914,474.85 95.90 3.90% 930,254.25 6,182.13 0.14% 15,779.40 Aaa/AAA NA 2.17 2.08 13063EGT7 CALIFORNIA STATE 4.5 08/01/2029 6,000,000.00 11/22/2024 4.48% 6,005,880.00 6,005,130.39 101.77 4.02% 6,106,470.00 112,500.00 0.93% 101,339.61 Aa2/AA- AA 4.09 3.64 Total Municipal ŽŶĚƐ 49,635,000.00 2.91% 48,728,577.83 49,165,410.43 99.00 4.12% 49,124,694.77 447,524.91 7.45% (40,715.66) 1.20 1.11 E 'Kd/> 11 of 24Page 50 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 01882MAC6 Alliant Credit Union 5.0 12/30/2027 249,000.00 12/21/2022 5.00% 249,000.00 249,000.00 102.41 3.98% 255,004.11 34.11 0.04% 6,004.11 NA/NA NA 2.50 2.35 dŽƚĂů EĞŐŽƟĂďůĞ CD 249,000.00 5.00% 249,000.00 249,000.00 102.41 3.98% 255,004.11 34.11 0.04% 6,004.11 2.50 2.35 SUPRANATIONAL 459058EP4 INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPM 2.5 07/29/2025 3,500,000.00 12/13/2021 1.10% 3,675,035.00 3,503,701.65 99.85 4.43% 3,494,630.65 36,944.44 0.53% (9,071.00) Aaa/AAA AAA 0.08 0.08 4581X0CU0 INTER-AMERICAN DEVELOPMENT BANK 2.0 06/02/2026 3,000,000.00 08/03/2022 3.09% 2,881,139.04 2,971,452.98 98.18 4.04% 2,945,376.84 4,833.33 0.45% (26,076.14) Aaa/AAA AAA 0.92 0.90 45950KCX6 INTERNATIONAL FINANCE CORP 0.75 10/08/2026 4,000,000.00 01/20/2022 1.61% 3,842,373.68 3,957,526.94 96.13 3.90% 3,845,256.44 6,916.67 0.58% (112,270.50) Aaa/AAA NA 1.27 1.24 4581X0EM6 INTER-AMERICAN DEVELOPMENT BANK 4.375 02/01/2027 6,000,000.00 12/06/2023 4.40% 5,996,640.00 5,998,300.96 100.76 3.87% 6,045,660.48 109,375.00 0.92% 47,359.52 Aaa/AAA NA 1.59 1.49 459058KW2 INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPM 4.625 08/01/2028 5,000,000.00 10/04/2023 4.88% 4,945,600.00 4,965,185.24 102.47 3.77% 5,123,744.55 96,354.17 0.78% 158,559.31 Aaa/AAA NA 3.09 2.81 459058LR2 INTERNATIONAL BANK FOR RECONSTRUCTION AND DEVELOPM 4.125 03/20/2030 5,000,000.00 03/27/2025 4.21% 4,981,050.00 4,982,040.24 101.23 3.84% 5,061,254.70 57,864.58 0.77% 79,214.46 Aaa/AAA NA 4.72 4.21 Total ^ƵƉƌĂŶĂƟŽŶĂů 26,500,000.00 3.47% 26,321,837.72 26,378,208.00 100.10 3.94% 26,515,923.66 312,288.19 4.02% 137,715.66 2.16 1.98 US TREASURY 912797LW5 UNITED STATES TREASURY 07/10/2025 10,000,000.00 06/27/2025 4.17% 9,988,580.00 9,989,722.00 99.90 4.25% 9,989,520.80 0.00 1.51% (201.20) P-1/A-1+ F1+ 0.03 0.02 91282CEY3 UNITED STATES TREASURY 3.0 07/15/2025 6,750,000.00 01/31/2024 4.41% 6,617,373.05 6,746,496.65 99.95 4.33% 6,746,391.92 93,418.51 1.02% (104.72) Aa1/AA+ AA+ 0.04 0.04 912797PE1 UNITED STATES TREASURY 07/17/2025 5,000,000.00 02/12/2025 4.35% 4,909,813.75 4,990,630.00 99.82 4.21% 4,990,800.00 0.00 0.76% 170.00 P-1/A-1+ F1+ 0.05 0.04 912797MG9 UNITED STATES TREASURY 08/07/2025 3,700,000.00 03/06/2025 4.26% 3,635,150.10 3,684,317.34 99.56 4.33% 3,683,835.81 0.00 0.56% (481.53) P-1/A-1+ F1+ 0.10 0.10 12 of 24Page 51 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 912797PN1 UNITED STATES TREASURY 08/14/2025 3,900,000.00 06/27/2025 4.38% 3,879,042.38 3,879,508.10 99.47 4.39% 3,879,473.56 0.00 0.59% (34.55) P-1/A-1+ F1+ 0.12 0.12 912797PN1 UNITED STATES TREASURY 08/14/2025 7,000,000.00 02/14/2025 4.35% 6,855,372.56 6,964,047.42 99.47 4.39% 6,963,157.67 0.00 1.06% (889.75) P-1/A-1+ F1+ 0.12 0.12 912810EV6 UNITED STATES TREASURY 6.875 08/15/2025 3,000,000.00 11/28/2022 4.26% 3,201,679.69 3,009,158.01 100.32 4.20% 3,009,508.80 77,486.19 0.46% 350.79 Aa1/AA+ AA+ 0.13 0.12 91282CFK2 UNITED STATES TREASURY 3.5 09/15/2025 6,500,000.00 01/26/2024 4.46% 6,403,007.81 6,487,611.08 99.89 3.99% 6,492,890.63 66,766.30 0.98% 5,279.54 Aa1/AA+ AA+ 0.21 0.20 912797QV2 UNITED STATES TREASURY 09/23/2025 5,750,000.00 05/22/2025 4.35% 5,669,667.15 5,693,294.46 99.02 4.31% 5,693,552.71 0.00 0.86% 258.25 P-1/A-1+ F1+ 0.23 0.23 912797RC3 UNITED STATES TREASURY 10/14/2025 5,300,000.00 06/12/2025 4.35% 5,225,892.75 5,234,611.25 98.78 4.31% 5,235,087.88 0.00 0.79% 476.63 P-1/A-1+ F1+ 0.29 0.28 91282CFP1 UNITED STATES TREASURY 4.25 10/15/2025 6,750,000.00 01/31/2024 4.31% 6,742,880.86 6,748,786.77 99.97 4.31% 6,748,088.40 60,353.48 1.02% (698.37) Aa1/AA+ AA+ 0.29 0.29 912797QG5 UNITED STATES TREASURY 10/23/2025 6,000,000.00 04/28/2025 4.21% 5,880,008.75 5,922,717.50 98.67 4.30% 5,920,432.74 0.00 0.90% (2,284.76) P-1/A-1+ F1+ 0.31 0.31 91282CGA3 UNITED STATES TREASURY 4.0 12/15/2025 6,000,000.00 03/27/2025 4.14% 5,993,671.88 5,995,966.43 99.92 4.16% 5,995,488.30 10,491.80 0.91% (478.13) Aa1/AA+ AA+ 0.46 0.45 91282CJV4 UNITED STATES TREASURY 4.25 01/31/2026 8,000,000.00 09/04/2024 4.00% 8,026,875.00 8,011,211.01 100.00 4.25% 7,999,687.52 141,823.20 1.21% (11,523.49) Aa1/AA+ AA+ 0.59 0.56 9128286F2 UNITED STATES TREASURY 2.5 02/28/2026 5,000,000.00 10/09/2024 4.13% 4,891,210.94 4,947,970.45 98.90 4.19% 4,944,921.90 41,779.89 0.75% (3,048.55) Aa1/AA+ AA+ 0.67 0.65 91282CGR6 UNITED STATES TREASURY 4.625 03/15/2026 5,000,000.00 11/03/2023 4.73% 4,987,695.31 4,996,322.90 100.35 4.11% 5,017,626.95 67,866.85 0.76% 21,304.05 Aa1/AA+ AA+ 0.71 0.68 91282CGV7 UNITED STATES TREASURY 3.75 04/15/2026 2,400,000.00 09/11/2024 3.77% 2,399,250.00 2,399,627.59 99.74 4.08% 2,393,765.62 18,934.43 0.36% (5,861.97) Aa1/AA+ AA+ 0.79 0.76 91282CHB0 UNITED STATES TREASURY 3.625 05/15/2026 5,000,000.00 11/28/2023 4.69% 4,877,148.44 4,956,495.77 99.63 4.06% 4,981,445.30 23,148.78 0.76% 24,949.53 Aa1/AA+ AA+ 0.87 0.85 91282CHH7 UNITED STATES TREASURY 4.125 06/15/2026 5,000,000.00 11/28/2023 4.69% 4,933,398.44 4,974,979.61 100.12 3.99% 5,006,152.35 9,016.39 0.76% 31,172.74 Aa1/AA+ AA+ 0.96 0.93 912810EX2 UNITED STATES TREASURY 6.75 08/15/2026 3,500,000.00 11/22/2022 4.11% 3,821,152.34 3,596,675.81 103.16 3.84% 3,610,742.17 88,756.91 0.55% 14,066.36 Aa1/AA+ AA+ 1.13 1.06 91282CJP7 UNITED STATES TREASURY 4.375 12/15/2026 6,500,000.00 02/13/2024 4.44% 6,489,082.03 6,494,388.06 100.75 3.84% 6,548,496.11 12,431.69 0.99% 54,108.05 Aa1/AA+ AA+ 1.46 1.40 912828V98 UNITED STATES TREASURY 2.25 02/15/2027 3,200,000.00 09/20/2023 4.67% 2,959,125.00 3,084,891.59 97.56 3.81% 3,122,000.00 27,049.72 0.47% 37,108.41 Aa1/AA+ AA+ 1.63 1.56 13 of 24Page 52 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 91282CEN7 UNITED STATES TREASURY 2.75 04/30/2027 10,500,000.00 -- 4.65% 9,882,773.44 10,165,752.00 98.23 3.76% 10,313,789.01 48,648.10 1.56% 148,037.01 Aa1/AA+ AA+ 1.83 1.76 91282CKZ3 UNITED STATES TREASURY 4.375 07/15/2027 6,000,000.00 02/04/2025 4.23% 6,020,156.25 6,016,849.72 101.25 3.73% 6,074,765.64 121,098.07 0.92% 57,915.92 Aa1/AA+ AA+ 2.04 1.90 91282CLG4 UNITED STATES TREASURY 3.75 08/15/2027 8,000,000.00 08/07/2024 3.85% 7,978,437.50 7,984,738.87 100.05 3.73% 8,003,750.00 112,707.18 1.21% 19,011.13 Aa1/AA+ AA+ 2.13 2.00 91282CFZ9 UNITED STATES TREASURY 3.875 11/30/2027 6,000,000.00 10/23/2023 4.86% 5,782,500.00 5,871,939.25 100.38 3.71% 6,022,968.72 19,692.62 0.91% 151,029.47 Aa1/AA+ AA+ 2.42 2.28 91282CGC9 UNITED STATES TREASURY 3.875 12/31/2027 6,000,000.00 12/06/2023 4.20% 5,927,812.50 5,955,618.06 100.42 3.70% 6,025,312.50 631.79 0.91% 69,694.44 Aa1/AA+ AA+ 2.50 2.36 91282CGH8 UNITED STATES TREASURY 3.5 01/31/2028 6,000,000.00 12/06/2023 4.20% 5,840,859.38 5,900,904.52 99.49 3.71% 5,969,531.28 87,596.69 0.90% 68,626.76 Aa1/AA+ AA+ 2.59 2.41 9128283W8 UNITED STATES TREASURY 2.75 02/15/2028 6,400,000.00 11/10/2023 4.67% 5,931,250.00 6,110,912.38 97.62 3.71% 6,247,750.02 66,121.55 0.95% 136,837.64 Aa1/AA+ AA+ 2.63 2.48 91282CGT2 UNITED STATES TREASURY 3.625 03/31/2028 6,500,000.00 02/04/2025 4.26% 6,379,902.34 6,395,149.52 99.83 3.69% 6,488,828.13 59,228.14 0.98% 93,678.60 Aa1/AA+ AA+ 2.75 2.57 91282CMW8 UNITED STATES TREASURY 3.75 04/15/2028 8,000,000.00 04/15/2025 3.84% 7,979,687.50 7,981,097.32 100.13 3.70% 8,010,000.00 63,114.75 1.21% 28,902.68 Aa1/AA+ AA+ 2.79 2.61 9128284N7 UNITED STATES TREASURY 2.875 05/15/2028 6,500,000.00 02/04/2025 4.27% 6,225,019.53 6,258,615.47 97.77 3.70% 6,355,019.52 23,867.19 0.96% 96,404.04 Aa1/AA+ AA+ 2.88 2.72 91282CCR0 UNITED STATES TREASURY 1.0 07/31/2028 8,000,000.00 09/24/2024 3.50% 7,284,687.50 7,426,731.76 92.19 3.70% 7,375,312.48 33,370.17 1.12% (51,419.28) Aa1/AA+ AA+ 3.08 2.97 91282CJA0 UNITED STATES TREASURY 4.625 09/30/2028 6,000,000.00 10/23/2023 4.82% 5,949,375.00 5,966,671.17 102.77 3.71% 6,166,171.86 69,754.10 0.93% 199,500.69 Aa1/AA+ AA+ 3.25 2.97 91282CJF9 UNITED STATES TREASURY 4.875 10/31/2028 6,500,000.00 01/26/2024 4.02% 6,737,148.44 6,666,290.62 103.59 3.72% 6,733,597.00 53,386.55 1.02% 67,306.38 Aa1/AA+ AA+ 3.34 3.04 91282CJR3 UNITED STATES TREASURY 3.75 12/31/2028 5,000,000.00 02/04/2025 4.31% 4,901,171.88 4,911,297.43 100.09 3.72% 5,004,492.20 509.51 0.76% 93,194.77 Aa1/AA+ AA+ 3.50 3.25 91282CKG5 UNITED STATES TREASURY 4.125 03/31/2029 7,000,000.00 04/18/2024 4.68% 6,830,195.31 6,871,354.39 101.35 3.73% 7,094,609.34 72,581.97 1.08% 223,254.95 Aa1/AA+ AA+ 3.75 3.42 91282CKT7 UNITED STATES TREASURY 4.5 05/31/2029 7,000,000.00 06/02/2025 3.98% 7,134,257.81 7,131,679.47 102.73 3.74% 7,190,859.34 26,680.33 1.09% 59,179.87 Aa1/AA+ AA+ 3.92 3.56 91282CEV9 UNITED STATES TREASURY 3.25 06/30/2029 7,500,000.00 07/29/2024 4.09% 7,222,558.59 7,274,463.00 98.17 3.75% 7,362,890.63 662.36 1.12% 88,427.63 Aa1/AA+ AA+ 4.00 3.71 91282CLN9 UNITED STATES TREASURY 3.5 09/30/2029 7,500,000.00 10/28/2024 4.08% 7,307,812.50 7,334,015.03 98.99 3.76% 7,424,414.10 65,983.61 1.13% 90,399.08 Aa1/AA+ AA+ 4.25 3.88 14 of 24Page 53 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista | As of June 30, 2025 HOLDINGS REPORT Cusip ^ĞĐƵƌŝƚLJ ĞƐĐƌŝƉƟŽŶ Par Value/ Units Purchase Date Purchase Yield Cost Value ŽŽŬ sĂůƵĞ Mkt Price Mkt YTM Market Value Accrued Int. % of Port. Gain/Loss DŽŽĚLJΖƐͬ S&P/ Fitch Maturity ƵƌĂƟŽŶ 91282CFT3 UNITED STATES TREASURY 4.0 10/31/2029 9,500,000.00 01/07/2025 4.46% 9,311,113.28 9,329,819.19 100.95 3.76% 9,590,546.88 64,021.74 1.45% 260,727.68 Aa1/AA+ AA+ 4.34 3.92 91282CMA6 UNITED STATES TREASURY 4.125 11/30/2029 7,000,000.00 12/04/2024 4.09% 7,011,757.81 7,010,414.80 101.47 3.76% 7,102,816.00 24,456.97 1.08% 92,401.20 Aa1/AA+ AA+ 4.42 4.00 91282CMD0 UNITED STATES TREASURY 4.375 12/31/2029 8,000,000.00 12/30/2024 4.37% 8,000,312.50 8,000,281.35 102.48 3.77% 8,198,437.52 951.09 1.24% 198,156.17 Aa1/AA+ AA+ 4.50 4.06 91282CNG2 UNITED STATES TREASURY 4.0 05/31/2030 7,000,000.00 06/02/2025 4.02% 6,993,710.94 6,993,807.54 100.97 3.78% 7,067,816.00 23,715.85 1.07% 74,008.46 Aa1/AA+ AA+ 4.92 4.42 Total US Treasury 275,150,000.00 4.28% 271,019,578.23 272,367,832.65 99.91 3.93% 274,796,745.28 1,778,104.46 41.66% 2,428,912.63 2.06 1.91 dŽƚĂů WŽƌƞŽůŝŽ 659,786,204.90 3.99% 652,060,250.10 655,609,744.44 97.59 4.07% 659,673,107.40 5,285,653.38 100.00% 4,063,362.97 1.86 1.68 Total Market Value + Accrued 664,958,760.78 15 of 24Page 54 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Maturity June 2025 Mar 2025 Change June 2024 June 2023 June 2022 June 2021 3-Month 4.41%4.32%0.09%4.71%4.87%2.92%0.25% 1-Year 3.96%4.03%-0.07% 2-Year 3.72%3.89%-0.17% 3-Year 3.68%3.89%-0.21%Jul-24 4.29 Jan-25 4.22 5-Year 3.79%3.96%-0.17%Aug-24 3.91 Feb-25 3.99 10-Year 4.24%4.23%0.01%Sep-24 3.66 Mar-25 3.89 Oct-24 4.16 Apr-25 3.60 Nov-24 4.13 May-25 3.89 Dec-24 4.25 Jun-25 3.72 12 Month Average 3.98 Investment Report for the Quarter Ended June 30, 2025 City of Chula Vista U.S. Treasury Yields and Interest Earnings 2-Year U.S. Treasury Yield - 12 Month Average Total for Quarter 1,336,416.13$ 4,276,881.18$ 5,613,297.31$ U.S. Treasury Yields - Quarterly Comparison 2-Year U.S. Treasury Yield - Historical Data Interest Earnings - Quarter Ending 06/30/2024 & 06/30/2025 1,185,464.05$ 1,735,112.69$ 2,315,718.43$ 964,349.96$ 2,333,228.92$ Change20242025 June May April 959,413.99$ (221,114.09)$ 598,116.23$ 1,356,304.44$ 16 of 24Page 55 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista|04/01/2025 Through 06/30/2025| Buy Settlement Date CUSIP Quantity Security Description Acq/Disp Yield Book Value S&P Rating Security Type 04/16/2025 91282CMW8 8,000,000.00 UNITED STATES TREASURY 3.75 04/15/2028 3.8405 (7,980,507.17) AA+ US Treasury 04/29/2025 912797QG5 6,000,000.00 UNITED STATES TREASURY 10/23/2025 4.2081 (5,880,008.75) A-1+ US Treasury 05/23/2025 90331HPS6 6,500,000.00 US BANK NA 4.73 05/15/2028 4.8473 (6,511,382.22) A+ Corporate 05/27/2025 912797QV2 5,750,000.00 UNITED STATES TREASURY 09/23/2025 4.3459 (5,669,667.15) A-1+ US Treasury 06/03/2025 91282CKT7 7,000,000.00 UNITED STATES TREASURY 4.5 05/31/2029 3.9755 (7,136,839.78) AA+ US Treasury 06/03/2025 91282CNG2 7,000,000.00 UNITED STATES TREASURY 4.0 05/31/2030 4.0200 (6,996,006.02) AA+ US Treasury 06/17/2025 912797RC3 5,300,000.00 UNITED STATES TREASURY 10/14/2025 4.3496 (5,225,892.75) A-1+ US Treasury 06/18/2025 06406RCH8 5,000,000.00 BANK OF NEW YORK MELLON CORP 4.441 06/09/2028 4.4058 (5,008,184.44) A Corporate 06/30/2025 912797LW5 10,000,000.00 UNITED STATES TREASURY 07/10/2025 4.1731 (9,988,580.00) A-1+ US Treasury 06/30/2025 912797PN1 3,900,000.00 UNITED STATES TREASURY 08/14/2025 4.3823 (3,879,042.38) A-1+ US Treasury 64,450,000.00 17 of 24Page 56 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista|04/01/2025 Through 06/30/2025| Maturity Settlement Date CUSIP Quantity Security Description Acq/Disp Yield Book Value S&P Rating Security Type 4/1/2025 365471AE1 (250,000.00) GARDENA CALIF PENSION OBLIG 1.702 04/01/2025 1.0102 250,000.00 AA Municipal Bonds 4/13/2025 023135CE4 (3,000,000.00) AMAZON.COM INC 3.0 04/13/2025 2.9892 3,000,000.00 AA Corporate 4/15/2025 38058KEF9 (249,000.00) Gold Coast Bank 1.3 04/15/2025 1.3000 249,000.00 NA Negotiable CD 4/15/2025 87612EBL9 (3,000,000.00) TARGET CORP 2.25 04/15/2025 1.7413 3,000,000.00 A Corporate 4/15/2025 912797NZ6 (5,750,000.00) UNITED STATES TREASURY 04/15/2025 4.3351 5,750,000.00 AAA US Treasury 4/17/2025 87164WZS0 (248,000.00) Synchrony Bank 1.45 04/17/2025 1.4492 248,000.00 BBB Negotiable CD 4/21/2025 3130ARJP7 (2,500,000.00) FEDERAL HOME LOAN BANKS 2.67 04/21/2025 2.6687 2,500,000.00 AA Agency 4/28/2025 3130APKK0 (1,730,000.00) FEDERAL HOME LOAN BANKS 0.85 04/28/2025 0.8499 1,730,000.00 AA Agency 4/29/2025 856285TF8 (248,000.00) State Bank of India - New York Branch 1.6 04/29/2025 1.5991 248,000.00 BBB Negotiable CD 4/30/2025 08016PDP1 (249,000.00) Belmont Bank & Trust Company 1.3 04/30/2025 1.3000 249,000.00 NA Negotiable CD 5/1/2025 735000TM3 (863,530.72) PORT OAKLAND CALIF REV 1.181 05/01/2025 1.0810 863,530.72 A Municipal Bonds 5/8/2025 55316CAY2 (248,000.00) M1 Bank 1.0 05/08/2025 0.9996 248,000.00 NA Negotiable CD 5/11/2025 037833DT4 (1,131,000.00) APPLE INC 1.125 05/11/2025 1.1198 1,131,000.00 AA Corporate 5/22/2025 912797NM5 (5,750,000.00) UNITED STATES TREASURY 05/22/2025 4.2883 5,750,000.00 AAA US Treasury 5/23/2025 3130APXP5 (3,000,000.00) FEDERAL HOME LOAN BANKS 1.15 05/23/2025 1.1498 3,000,000.00 AA Agency 5/31/2025 91282CHD6 (6,750,000.00) UNITED STATES TREASURY 4.25 05/31/2025 4.4910 6,750,000.00 AA US Treasury 6/1/2025 13079XBT2 (1,000,000.00)CALIFORNIA STATEWIDE CMNTYS DEV AUTH TRANSN REV CT 1.061 06/01/2025 1.0608 1,000,000.00 AA Municipal Bonds 6/1/2025 438516CB0 (3,000,000.00) HONEYWELL INTERNATIONAL INC 1.35 06/01/2025 1.1463 3,000,000.00 A Corporate 6/1/2025 68304FAE6 (1,000,000.00) ONTARIO CALIF PENSION OBLIG 2.537 06/01/2025 1.9713 1,000,000.00 AA Municipal Bonds 6/3/2025 023135BQ8 (1,678,000.00) AMAZON.COM INC 0.8 06/03/2025 1.1869 1,678,000.00 AA Corporate 6/12/2025 912797LN5 (5,200,000.00) UNITED STATES TREASURY 06/12/2025 4.2886 5,200,000.00 AAA US Treasury 6/13/2025 3130ASG86 (2,500,000.00) FEDERAL HOME LOAN BANKS 3.375 06/13/2025 2.8452 2,500,000.00 AA Agency 6/17/2025 3135G04Z3 (4,000,000.00) FEDERAL NATIONAL MORTGAGE ASSOCIATION 0.5 06/17/2025 1.0718 4,000,000.00 AA Agency 6/23/2025 3133ENHW3 (3,000,000.00) FEDERAL FARM CREDIT BANKS FUNDING CORP 1.17 06/23/2025 1.1698 3,000,000.00 AA Agency 6/27/2025 3130APK38 (3,500,000.00) FEDERAL HOME LOAN BANKS 0.875 06/27/2025 1.2109 3,500,000.00 AA Agency 6/30/2025 3130AQ5S8 (3,500,000.00) FEDERAL HOME LOAN BANKS 1.25 06/30/2025 1.2499 3,500,000.00 AA Agency (63,344,530.72) 18 of 24Page 57 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista Reporting Date:6/30/2025 Portfolio Maturity Distribution 0 - 182 Days 183 - 365 Days 366 - 730 Days 731 - 1095 Days 1096 - 1460 Days 1461 - 1825 Days Issuer Original Par Maturity Date Days to Maturity Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Federal Home Loan Banks 3,500,000.00 7/18/2025 18 3,500,000.00$ -$ -$ -$ -$ -$ Federal Home Loan Banks 3,000,000.00 7/25/2025 25 3,000,000.00$ -$ -$ -$ -$ -$ FNMA 4,000,000.00 8/25/2025 56 4,000,000.00$ -$ -$ -$ -$ -$ Federal Home Loan Banks 4,000,000.00 8/29/2025 60 4,000,000.00$ -$ -$ -$ -$ -$ Federal Home Loan Banks 4,000,000.00 9/12/2025 74 4,000,000.00$ -$ -$ -$ -$ -$ FHLMC 4,000,000.00 9/24/2025 86 4,000,000.00$ -$ -$ -$ -$ -$ Federal Home Loan Banks 3,500,000.00 10/14/2025 106 3,500,000.00$ -$ -$ -$ -$ -$ Farm Credit System 3,200,000.00 10/20/2025 112 3,200,000.00$ -$ -$ -$ -$ -$ Federal Home Loan Banks 3,500,000.00 10/29/2025 121 3,500,000.00$ -$ -$ -$ -$ -$ FNMA 3,500,000.00 11/7/2025 130 3,500,000.00$ -$ -$ -$ -$ -$ Farm Credit System 2,030,000.00 11/17/2025 140 2,030,000.00$ -$ -$ -$ -$ -$ Farm Credit System 3,500,000.00 1/27/2026 211 -$ 3,500,000.00$ -$ -$ -$ -$ Farm Credit System 3,500,000.00 3/10/2026 253 -$ 3,500,000.00$ -$ -$ -$ -$ Farm Credit System 6,000,000.00 5/8/2026 312 -$ 6,000,000.00$ -$ -$ -$ -$ Federal Home Loan Banks 5,000,000.00 6/12/2026 347 -$ 5,000,000.00$ -$ -$ -$ -$ Farm Credit System 3,000,000.00 7/27/2026 392 -$ -$ 3,000,000.00$ -$ -$ -$ Farm Credit System 1,666,000.00 8/24/2026 420 -$ -$ 1,666,000.00$ -$ -$ -$ Federal Home Loan Banks 3,500,000.00 8/25/2026 421 -$ -$ 3,500,000.00$ -$ -$ -$ Farm Credit System 6,000,000.00 9/1/2026 428 -$ -$ 6,000,000.00$ -$ -$ -$ Federal Home Loan Banks 5,250,000.00 9/11/2026 438 -$ -$ 5,250,000.00$ -$ -$ -$ Farm Credit System 1,000,000.00 9/28/2026 455 -$ -$ 1,000,000.00$ -$ -$ -$ Federal Home Loan Banks 3,750,000.00 10/21/2026 478 -$ -$ 3,750,000.00$ -$ -$ -$ Federal Home Loan Banks 2,600,000.00 11/23/2026 511 -$ -$ 2,600,000.00$ -$ -$ -$ Federal Home Loan Banks 1,650,000.00 12/11/2026 529 -$ -$ 1,650,000.00$ -$ -$ -$ Federal Home Loan Banks 6,500,000.00 1/15/2027 564 -$ -$ 6,500,000.00$ -$ -$ -$ Farm Credit System 7,000,000.00 3/26/2027 634 -$ -$ 7,000,000.00$ -$ -$ -$ Farm Credit System 5,500,000.00 5/6/2027 675 -$ -$ 5,500,000.00$ -$ -$ -$ Farm Credit System 3,500,000.00 9/15/2027 807 -$ -$ -$ 3,500,000.00$ -$ -$ Farm Credit System 3,500,000.00 10/27/2027 849 -$ -$ -$ 3,500,000.00$ -$ -$ Farm Credit System 6,000,000.00 6/7/2028 1073 -$ -$ -$ 6,000,000.00$ -$ -$ Farm Credit System 5,250,000.00 8/28/2028 1155 -$ -$ -$ -$ 5,250,000.00$ -$ Farm Credit System 6,400,000.00 11/13/2028 1232 -$ -$ -$ -$ 6,400,000.00$ -$ Farm Credit System 5,000,000.00 4/10/2029 1380 -$ -$ -$ -$ 5,000,000.00$ -$ Agency 38,230,000.00$ 18,000,000.00$ 47,416,000.00$ 13,000,000.00$ 16,650,000.00$ -$ Commercial Paper -$ -$ -$ -$ -$ -$ JPMorgan Chase & Co.2,000,000.00 7/15/2025 15 2,000,000.00$ -$ -$ -$ -$ -$ PACCAR Inc 2,300,000.00 8/11/2025 42 2,300,000.00$ -$ -$ -$ -$ -$ State Street Corporation 1,600,000.00 8/18/2025 49 1,600,000.00$ -$ -$ -$ -$ -$ Cummins Inc.743,000.00 9/1/2025 63 743,000.00$ -$ -$ -$ -$ -$ Cummins Inc.2,257,000.00 9/1/2025 63 2,257,000.00$ -$ -$ -$ -$ -$ The Home Depot, Inc.3,200,000.00 9/15/2025 77 3,200,000.00$ -$ -$ -$ -$ -$ Toyota Motor Corporation 3,000,000.00 10/16/2025 108 3,000,000.00$ -$ -$ -$ -$ -$ Visa Inc.2,500,000.00 12/14/2025 167 2,500,000.00$ -$ -$ -$ -$ -$ PepsiCo, Inc.1,872,000.00 2/24/2026 239 -$ 1,872,000.00$ -$ -$ -$ -$ Cisco Systems, Inc.3,500,000.00 2/28/2026 243 -$ 3,500,000.00$ -$ -$ -$ -$ Target Corporation 1,850,000.00 4/15/2026 289 -$ 1,850,000.00$ -$ -$ -$ -$ 19 of 24Page 58 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista Reporting Date:6/30/2025 Portfolio Maturity Distribution 0 - 182 Days 183 - 365 Days 366 - 730 Days 731 - 1095 Days 1096 - 1460 Days 1461 - 1825 Days Issuer Original Par Maturity Date Days to Maturity Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Target Corporation 1,901,000.00 4/15/2026 289 -$ 1,901,000.00$ -$ -$ -$ -$ PACCAR Inc 3,000,000.00 5/11/2026 315 -$ 3,000,000.00$ -$ -$ -$ -$ Walmart Inc.1,900,000.00 7/8/2026 373 -$ -$ 1,900,000.00$ -$ -$ -$ Cisco Systems, Inc.1,150,000.00 9/20/2026 447 -$ -$ 1,150,000.00$ -$ -$ -$ NIKE, Inc.1,035,000.00 11/1/2026 489 -$ -$ 1,035,000.00$ -$ -$ -$ Honeywell International Inc.1,185,000.00 11/1/2026 489 -$ -$ 1,185,000.00$ -$ -$ -$ Illinois Tool Works Inc.1,421,000.00 11/15/2026 503 -$ -$ 1,421,000.00$ -$ -$ -$ Abbott Laboratories 1,000,000.00 11/30/2026 518 -$ -$ 1,000,000.00$ -$ -$ -$ Duke Energy Corporation 7,500,000.00 12/1/2026 519 -$ -$ 7,500,000.00$ -$ -$ -$ Royal Bank of Canada 6,500,000.00 1/19/2027 568 -$ -$ 6,500,000.00$ -$ -$ -$ Morgan Stanley 2,500,000.00 1/20/2027 569 -$ -$ 2,500,000.00$ -$ -$ -$ JPMorgan Chase & Co.2,500,000.00 1/29/2027 578 -$ -$ 2,500,000.00$ -$ -$ -$ Bank of America Corporation 4,000,000.00 3/2/2027 610 -$ -$ 4,000,000.00$ -$ -$ -$ The Charles Schwab Corporation 2,205,000.00 3/3/2027 611 -$ -$ 2,205,000.00$ -$ -$ -$ PepsiCo, Inc.1,935,000.00 3/19/2027 627 -$ -$ 1,935,000.00$ -$ -$ -$ Costco Wholesale Corporation 3,200,000.00 5/18/2027 687 -$ -$ 3,200,000.00$ -$ -$ -$ Merck & Co., Inc.3,200,000.00 6/10/2027 710 -$ -$ 3,200,000.00$ -$ -$ -$ The Home Depot, Inc.7,500,000.00 6/25/2027 725 -$ -$ 7,500,000.00$ -$ -$ -$ National Rural Utilities Cooperative 7,500,000.00 9/16/2027 808 -$ -$ -$ 7,500,000.00$ -$ -$ State Street Corporation 7,500,000.00 10/22/2027 844 -$ -$ -$ 7,500,000.00$ -$ -$ JPMorgan Chase & Co.6,000,000.00 4/22/2028 1027 -$ -$ -$ 6,000,000.00$ -$ -$ U.S. Bancorp 6,500,000.00 5/15/2028 1050 -$ -$ -$ 6,500,000.00$ -$ -$ BNY Mellon Corp 5,000,000.00 6/9/2028 1075 -$ -$ -$ 5,000,000.00$ -$ -$ Morgan Stanley 6,500,000.00 1/12/2029 1292 -$ -$ -$ -$ 6,500,000.00$ -$ Deere & Company 6,250,000.00 1/16/2029 1296 -$ -$ -$ -$ 6,250,000.00$ -$ Caterpillar Inc.7,000,000.00 2/27/2029 1338 -$ -$ -$ -$ 7,000,000.00$ -$ BlackRock, Inc.6,800,000.00 3/14/2029 1353 -$ -$ -$ -$ 6,800,000.00$ -$ The Toronto-Dominion Bank 6,800,000.00 4/5/2029 1375 -$ -$ -$ -$ 6,800,000.00$ -$ Met Tower Global Funding 7,000,000.00 4/12/2029 1382 -$ -$ -$ -$ 7,000,000.00$ -$ UnitedHealth Group Incorporated 7,500,000.00 1/15/2030 1660 -$ -$ -$ -$ -$ 7,500,000.00$ Corporate 17,600,000.00$ 12,123,000.00$ 48,731,000.00$ 32,500,000.00$ 40,350,000.00$ 7,500,000.00$ University of California 1,600,000.00 7/1/2025 1 1,600,000.00$ -$ -$ -$ -$ -$ Colton Joint Unified School District 2,475,000.00 8/1/2025 32 2,475,000.00$ -$ -$ -$ -$ -$ City of Pomona, California 1,675,000.00 8/1/2025 32 1,675,000.00$ -$ -$ -$ -$ -$ Carpinteria Unified School District 1,210,000.00 8/1/2025 32 1,210,000.00$ -$ -$ -$ -$ -$ San Bernardino City Unified School D 2,250,000.00 8/1/2025 32 2,250,000.00$ -$ -$ -$ -$ -$ Successor Agency to the San Jose Red 4,675,000.00 8/1/2025 32 4,675,000.00$ -$ -$ -$ -$ -$ San Jose, California 2,275,000.00 9/1/2025 63 2,275,000.00$ -$ -$ -$ -$ -$ State of Hawaii 2,290,000.00 10/1/2025 93 2,290,000.00$ -$ -$ -$ -$ -$ California State University 2,500,000.00 11/1/2025 124 2,500,000.00$ -$ -$ -$ -$ -$ California State University 775,000.00 11/1/2025 124 775,000.00$ -$ -$ -$ -$ -$ State of California 3,200,000.00 4/1/2026 275 -$ 3,200,000.00$ -$ -$ -$ -$ Sequoia Union High School District 2,050,000.00 7/1/2026 366 -$ -$ 2,050,000.00$ -$ -$ -$ Huntington Beach Union High School D 3,510,000.00 8/1/2026 397 -$ -$ 3,510,000.00$ -$ -$ -$ City of Los Angeles 1,085,000.00 9/1/2026 428 -$ -$ 1,085,000.00$ -$ -$ -$ State of Connecticut 3,000,000.00 9/15/2026 442 -$ -$ 3,000,000.00$ -$ -$ -$ 20 of 24Page 59 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista Reporting Date:6/30/2025 Portfolio Maturity Distribution 0 - 182 Days 183 - 365 Days 366 - 730 Days 731 - 1095 Days 1096 - 1460 Days 1461 - 1825 Days Issuer Original Par Maturity Date Days to Maturity Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years University of California 1,340,000.00 5/15/2027 684 -$ -$ 1,340,000.00$ -$ -$ -$ City of Riverside, California 1,500,000.00 6/1/2027 701 -$ -$ 1,500,000.00$ -$ -$ -$ Sequoia Union High School District 2,150,000.00 7/1/2027 731 -$ -$ -$ 2,150,000.00$ -$ -$ Saddleback Valley Unified School Dis 1,805,000.00 8/1/2027 762 -$ -$ -$ 1,805,000.00$ -$ -$ San Diego Community College District 1,300,000.00 8/1/2027 762 -$ -$ -$ 1,300,000.00$ -$ -$ Mountain View Whisman School Distric 970,000.00 9/1/2027 793 -$ -$ -$ 970,000.00$ -$ -$ State of California 6,000,000.00 8/1/2029 1493 -$ -$ -$ -$ -$ 6,000,000.00$ Municipal Bonds 21,725,000.00$ 3,200,000.00$ 12,485,000.00$ 6,225,000.00$ -$ 6,000,000.00$ Alliant Credit Union 249,000.00 12/30/2027 913 -$ -$ -$ 249,000.00$ -$ -$ Negotiable CD -$ -$ -$ 249,000.00$ -$ -$ International Bank for Recon and Dev 3,500,000.00 7/29/2025 29 3,500,000.00$ -$ -$ -$ -$ -$ Inter-American Development Bank 3,000,000.00 6/2/2026 337 -$ 3,000,000.00$ -$ -$ -$ -$ International Finance Corporation 4,000,000.00 10/8/2026 465 -$ -$ 4,000,000.00$ -$ -$ -$ Inter-American Development Bank 6,000,000.00 2/1/2027 581 -$ -$ 6,000,000.00$ -$ -$ -$ International Bank for Recon and Dev 5,000,000.00 8/1/2028 1128 -$ -$ -$ -$ 5,000,000.00$ -$ International Bank for Recon and Dev 5,000,000.00 3/20/2030 1724 -$ -$ -$ -$ -$ 5,000,000.00$ Supranational 3,500,000.00$ 3,000,000.00$ 10,000,000.00$ -$ 5,000,000.00$ 5,000,000.00$ Government of The United States 10,000,000.00 7/10/2025 10 10,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 6,750,000.00 7/15/2025 15 6,750,000.00$ -$ -$ -$ -$ -$ Government of The United States 5,000,000.00 7/17/2025 17 5,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 3,700,000.00 8/7/2025 38 3,700,000.00$ -$ -$ -$ -$ -$ Government of The United States 7,000,000.00 8/14/2025 45 7,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 3,900,000.00 8/14/2025 45 3,900,000.00$ -$ -$ -$ -$ -$ Government of The United States 3,000,000.00 8/15/2025 46 3,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 6,500,000.00 9/15/2025 77 6,500,000.00$ -$ -$ -$ -$ -$ Government of The United States 5,750,000.00 9/23/2025 85 5,750,000.00$ -$ -$ -$ -$ -$ Government of The United States 5,300,000.00 10/14/2025 106 5,300,000.00$ -$ -$ -$ -$ -$ Government of The United States 6,750,000.00 10/15/2025 107 6,750,000.00$ -$ -$ -$ -$ -$ Government of The United States 6,000,000.00 10/23/2025 115 6,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 6,000,000.00 12/15/2025 168 6,000,000.00$ -$ -$ -$ -$ -$ Government of The United States 8,000,000.00 1/31/2026 215 -$ 8,000,000.00$ -$ -$ -$ -$ Government of The United States 5,000,000.00 2/28/2026 243 -$ 5,000,000.00$ -$ -$ -$ -$ Government of The United States 5,000,000.00 3/15/2026 258 -$ 5,000,000.00$ -$ -$ -$ -$ Government of The United States 2,400,000.00 4/15/2026 289 -$ 2,400,000.00$ -$ -$ -$ -$ Government of The United States 5,000,000.00 5/15/2026 319 -$ 5,000,000.00$ -$ -$ -$ -$ Government of The United States 5,000,000.00 6/15/2026 350 -$ 5,000,000.00$ -$ -$ -$ -$ Government of The United States 3,500,000.00 8/15/2026 411 -$ -$ 3,500,000.00$ -$ -$ -$ Government of The United States 6,500,000.00 12/15/2026 533 -$ -$ 6,500,000.00$ -$ -$ -$ Government of The United States 3,200,000.00 2/15/2027 595 -$ -$ 3,200,000.00$ -$ -$ -$ Government of The United States 5,000,000.00 4/30/2027 669 -$ -$ 5,000,000.00$ -$ -$ -$ Government of The United States 5,500,000.00 4/30/2027 669 -$ -$ 5,500,000.00$ -$ -$ -$ Government of The United States 6,000,000.00 7/15/2027 745 -$ -$ -$ 6,000,000.00$ -$ -$ Government of The United States 8,000,000.00 8/15/2027 776 -$ -$ -$ 8,000,000.00$ -$ -$ Government of The United States 6,000,000.00 11/30/2027 883 -$ -$ -$ 6,000,000.00$ -$ -$ Government of The United States 6,000,000.00 12/31/2027 914 -$ -$ -$ 6,000,000.00$ -$ -$ Government of The United States 6,000,000.00 1/31/2028 945 -$ -$ -$ 6,000,000.00$ -$ -$ 21 of 24Page 60 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista Reporting Date:6/30/2025 Portfolio Maturity Distribution 0 - 182 Days 183 - 365 Days 366 - 730 Days 731 - 1095 Days 1096 - 1460 Days 1461 - 1825 Days Issuer Original Par Maturity Date Days to Maturity Under 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Government of The United States 6,400,000.00 2/15/2028 960 -$ -$ -$ 6,400,000.00$ -$ -$ Government of The United States 6,500,000.00 3/31/2028 1005 -$ -$ -$ 6,500,000.00$ -$ -$ Government of The United States 8,000,000.00 4/15/2028 1020 -$ -$ -$ 8,000,000.00$ -$ -$ Government of The United States 6,500,000.00 5/15/2028 1050 -$ -$ -$ 6,500,000.00$ -$ -$ Government of The United States 8,000,000.00 7/31/2028 1127 -$ -$ -$ -$ 8,000,000.00$ -$ Government of The United States 6,000,000.00 9/30/2028 1188 -$ -$ -$ -$ 6,000,000.00$ -$ Government of The United States 6,500,000.00 10/31/2028 1219 -$ -$ -$ -$ 6,500,000.00$ -$ Government of The United States 5,000,000.00 12/31/2028 1280 -$ -$ -$ -$ 5,000,000.00$ -$ Government of The United States 7,000,000.00 3/31/2029 1370 -$ -$ -$ -$ 7,000,000.00$ -$ Government of The United States 7,000,000.00 5/31/2029 1431 -$ -$ -$ -$ 7,000,000.00$ -$ Government of The United States 7,500,000.00 6/30/2029 1461 -$ -$ -$ -$ -$ 7,500,000.00$ Government of The United States 7,500,000.00 9/30/2029 1553 -$ -$ -$ -$ -$ 7,500,000.00$ Government of The United States 9,500,000.00 10/31/2029 1584 -$ -$ -$ -$ -$ 9,500,000.00$ Government of The United States 7,000,000.00 11/30/2029 1614 -$ -$ -$ -$ -$ 7,000,000.00$ Government of The United States 8,000,000.00 12/31/2029 1645 -$ -$ -$ -$ -$ 8,000,000.00$ Government of The United States 7,000,000.00 5/31/2030 1796 -$ -$ -$ -$ -$ 7,000,000.00$ US Treasury 75,650,000.00$ 30,400,000.00$ 23,700,000.00$ 59,400,000.00$ 39,500,000.00$ 46,500,000.00$ Neighborhood National Bank 4,146,388.06 8/14/2025 45 4,146,388.06$ -$ -$ -$ -$ -$ Placement Service Deposits Total Maturity 156,705,000.00$ 66,723,000.00$ 142,332,000.00$ 111,374,000.00$ 101,500,000.00$ 65,000,000.00$ 643,634,000.00$ 1.90 Weighted Average Maturity (in years) 3.99%Weighted Yield to Maturity 22 of 24Page 61 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City of Chula Vista Corporate Bonds - Sector Distribution Issuer Maturity Date CUSIP Purchase YTM Original Par GICS Sector JPMorgan Chase & Co.7/15/2025 46625HMN7 1.74 2,000,000.00 Financials PACCAR Inc 8/11/2025 69371RR99 4.36 2,300,000.00 Financials State Street Corporation 8/18/2025 857477AT0 3.10 1,600,000.00 Financials Cummins Inc.9/1/2025 231021AU0 1.20 743,000.00 Industrials Cummins Inc.9/1/2025 231021AU0 1.20 2,257,000.00 Industrials The Home Depot, Inc.9/15/2025 437076BK7 3.07 3,200,000.00 Consumer Discretionary Toyota Motor Corporation 10/16/2025 89236THP3 1.41 3,000,000.00 Consumer Discretionary Visa Inc.12/14/2025 92826CAD4 2.72 2,500,000.00 Financials PepsiCo, Inc.2/24/2026 713448DF2 4.31 1,872,000.00 Consumer Staples Cisco Systems, Inc.2/28/2026 17275RBC5 4.31 3,500,000.00 Information Technology Target Corporation 4/15/2026 87612EBE5 4.26 1,850,000.00 Consumer Discretionary Target Corporation 4/15/2026 87612EBE5 4.26 1,901,000.00 Consumer Discretionary PACCAR Inc 5/11/2026 69371RR32 4.39 3,000,000.00 Financials Walmart Inc.7/8/2026 931142EM1 4.09 1,900,000.00 Consumer Discretionary Cisco Systems, Inc.9/20/2026 17275RBL5 4.04 1,150,000.00 Information Technology NIKE, Inc.11/1/2026 654106AF0 3.13 1,035,000.00 Consumer Discretionary Honeywell International Inc.11/1/2026 438516BL9 3.02 1,185,000.00 Industrials Illinois Tool Works Inc.11/15/2026 452308AX7 4.82 1,421,000.00 Industrials Abbott Laboratories 11/30/2026 002824BF6 4.69 1,000,000.00 Health Care Duke Energy Corporation 12/1/2026 26442CAS3 4.29 7,500,000.00 Energy Royal Bank of Canada 1/19/2027 78016HZT0 4.75 6,500,000.00 Financials Morgan Stanley 1/20/2027 61746BEF9 5.62 2,500,000.00 Financials JPMorgan Chase & Co.1/29/2027 46647PBA3 6.18 2,500,000.00 Financials Bank of America Corporation 3/2/2027 06048WS84 2.75 4,000,000.00 Financials The Charles Schwab Corporation 3/3/2027 808513BY0 3.34 2,205,000.00 Financials PepsiCo, Inc.3/19/2027 713448ER5 3.14 1,935,000.00 Consumer Staples Costco Wholesale Corporation 5/18/2027 22160KAM7 4.29 3,200,000.00 Consumer Discretionary Merck & Co., Inc.6/10/2027 58933YBC8 3.16 3,200,000.00 Health Care The Home Depot, Inc.6/25/2027 437076DB5 4.76 7,500,000.00 Consumer Discretionary National Rural Utilities Cooperative 9/16/2027 63743HFT4 4.04 7,500,000.00 Utilities State Street Corporation 10/22/2027 857477CP6 4.53 7,500,000.00 Financials JPMorgan Chase & Co.4/22/2028 46647PEE2 5.19 6,000,000.00 Financials U.S. Bancorp 5/15/2028 90331HPS6 4.85 6,500,000.00 Financials BNY Mellon Corp 6/9/2028 06406RCH8 4.41 5,000,000.00 Financials Morgan Stanley 1/12/2029 61690DK72 4.89 6,500,000.00 Financials Deere & Company 1/16/2029 24422EXH7 4.56 6,250,000.00 Industrials Caterpillar Inc.2/27/2029 14913UAJ9 4.77 7,000,000.00 Financials BlackRock, Inc.3/14/2029 09290DAA9 4.56 6,800,000.00 Financials The Toronto-Dominion Bank 4/5/2029 89115A2Y7 4.98 6,800,000.00 Financials Met Tower Global Funding 4/12/2029 58989V2H6 5.49 7,000,000.00 Financials UnitedHealth Group Incorporated 1/15/2030 91324PFG2 4.74 7,500,000.00 Health Care 158,804,000.00 23 of 24Page 62 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda GICS Sector Amount Percent Communication Services - 0.00% Consumer Discretionary 23,586,000.00 14.85% Consumer Staples 3,807,000.00 2.40% Energy 7,500,000.00 4.72% Financials 88,205,000.00 55.54% Health Care 11,700,000.00 7.37% Industrials 11,856,000.00 7.47% Information Technology 4,650,000.00 2.93% Materials - 0.00% Real Estate - 0.00% Utilities 7,500,000.00 4.72% Total 158,804,000.00 100.00% Consumer Discretionary 15% Consumer Staples 2% Energy 5% Financials 56% Health Care 7% Industrials 7% Information Technology 3% Utilities 5% CORPORATE BONDS -SECTOR DISTRIBUTION 24 of 24Page 63 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Grant Amendment and Appropriation: Approve an Amended HUD HOME-ARP Plan and Appropriate Additional Allocation Report Number: 25-0199 Location: No specific geographic location Department: Housing and Homeless Services G.C. § 84308 Regulations Apply: No 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. Under the National Environmental Policy Act (NEPA) the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. Recommended Action Adopt a resolution: 1) Approving the Amended HUD HOME-ARP Plan; 2) Authorizing the acceptance and appropriation of HOME-ARP Program Grant funds; 3) Authorizing the City Manager to execute any additional HUD documents related to the grant; and 4) Appropriating funds for that purpose. (4/5 Vote Required) SUMMARY The HOME-ARP program was created in 2021 as part of the American Rescue Plan Act. It was designed to assist individuals or households who are homeless, at risk of homelessness, and other vulnerable populations, by providing housing, rental assistance, supportive services, and non-congregate shelter, to reduce homelessness and increase housing stability. The City was notified in June 2025 that there had been a miscalculation and the allocation should have been $4,703 higher. This action would approve the amended HOME-ARP plan as well as accept and appropriate the additional allocation amount. Page 64 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 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 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. Under the National Environmental Policy Act (NEPA), the activity is exempt pursuant to Title 24, Part 58.34(a)(2)&(3) of the Code of Federal Regulations and pursuant to the U.S. Department of Housing & Urban Development Environmental Guidelines. Thus, no further environmental review is necessary at this time. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION The American Rescue Plan (ARP) provided $5 billion nationally to assist individuals or households who are homeless, at risk of homelessness, and other vulnerable populations, by providing housing, rental assistance, supportive services, and non-congregate shelter, to reduce homelessness and increase housing stability across the country. These grant funds are administered through the U.S. Department of Housing and Urban Development (HUD) HOME Investment Partnerships Program (HOME). As an entitlement jurisdiction for a fiscal year 2021 HOME program allocation, the City of Chula Vista (City) was eligible to receive an additional HOME-ARP grant allocation for the fiscal year 2021 program year. Using the same HOME Program allocation formula HUD has determined that the City received an allocation of $3,139,777. Since then, the City was notified in June 2025 that there had been an error in the entitlement amount and it should have been $3,144,480, an increase of $4,703 from the initial allocation. The use of HOME-ARP funds is critical for Chula Vista at a time when the need for affordable housing and housing assistance is greater than ever. The City currently has an annual population growth of 1.1 percent, and is expected to increase by 17.4 percent by 2050, per SANDAG’s 2025 Regional Growth Forecast with Sustainable Communities Land Use Pattern. This rapid growth brings added pressure to existing housing challenges and homelessness within the City. The City has committed the existing HOME-ARP funds towards the development of permanent supportive housing through a previous Council item on June 11, 2024. A Request for Proposals was issued, as outlined in the HOME-ARP plan, and the funds were awarded to Wakeland, an organization developing 95 affordable units restricted to households at 60% of Area Median Income. The HOME-ARP allocation is being leveraged with additional Federal and Local funds to ensure project success. 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. Page 65 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 CURRENT-YEAR FISCAL IMPACT There are no current year fiscal impacts to the General Fund as a result of this action. The differences in original and amended funding are outlined below. This action will increase the fiscal year 2025-26 budget of the Federal Grants Fund for a total HOME-ARP Program by $4,703. Category Original Allocation Amended Allocation Administration $470,966.55 $471,672 Program $2,668,810.45 $2,672,808 Total $3,139,777 $3,144,480 ONGOING FISCAL IMPACT There is no ongoing fiscal impact to the City's General Fund as all costs associated with the administration of the HOME-ARP program are covered by the grant. ATTACHMENTS 1. Amended HOME-ARP Plan Staff Contact: Dania Gonzalez, Principal Management Analyst Stacey Kurz, Housing and Homeless Services Director Page 66 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING A RESOLUTION APPROVING THE AMENDED UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD) HOME-ARP PLAN; AUTHORIZING THE ACCEPTANCE AND APPROPRIATION OF HOME-ARP PROGRAM GRANT FUNDS; AUTHORIZING THE CITY MANAGER TO EXECUTE ANY ADDITIONAL HUD DOCUMENTS RELATED TO THE GRANT; AND APPROPRIATING FUNDS THEREFOR WHEREAS, on February 14, 2023 the City Council approved the amendment of the 2022/2023 Annual Action Plan to the U.S. Department of Housing and Urban Development (“HUD”) including the initial allocation of HOME-ARP funds of $3,139,777; and WHEREAS, the City previously committed HOME-ARP funds via Resolution 2023-166, adopted on October 17, 2023, Resolution 2024-085, adopted on May 21, 2024, and Resolution 2024-119, adopted on June 11, 2024; and WHEREAS, in June 2025 the City was notified by HUD of an additional allocation of HOME-ARP funds in the amount of $4,703.00; and WHEREAS, the City must amend the original HOME-ARP plan to account for the additional allocation. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it accepts $4,703.00 from HUD and amends the fiscal year 2025-26 budget by appropriating $3,997.55 to the Supplies and Services category and $705.45 to the Personnel Services category of the Federal Grants Fund for a total HOME-ARP Program (“Program”) allocation of $3,144,480. BE IT FURTHER RESOLVED, that the City Manager, is authorized to enter into and execute an agreement with HUD, any amendments, extensions, or renewals of the agreement, and any and all documents necessary and appropriate to implement this resolution. BE IT FURTHER RESOLVED, that the City Manager is authorized to take all necessary action to administer, monitor, manage, and ensure compliance with the Program, and further to enter into and execute contracts with third parties to implement the Program or use Program funds, as appropriate. Presented by Approved as to Form by Stacey Kurz Marco A. Verdugo Housing and Homeless Services City Attorney Page 67 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Rev. 08/2025 HOME-ARP ALLOCATION PLAN City of Chula Vista Housing and Homeless Services Director Stacey Kurz Page 68 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 Contents Executive Summary ............................................................................................................................ 2 Consultation....................................................................................................................................... 4 Consultation Process ................................................................................................................................. 4 Consultation Participation and Feedback .................................................................................................. 4 Summary of feedback received from consultation ................................................................................... 5 Public Participation ............................................................................................................................ 5 Public participation process description ................................................................................................... 6 Efforts to broaden public participation ..................................................................................................... 6 Summary of comments and recommendations received ......................................................................... 6 Summary of comments or recommendations not accepted..................................................................... 6 Needs Assessment and Gaps Analysis ................................................................................................. 7 Needs Assessment ..................................................................................................................................... 7 Current resources available ....................................................................................................................... 9 Unmet housing and service needs of qualifying population ..................................................................... 9 Gaps within the current shelter, housing inventory, and service delivery system .................................. 11 Priority needs for qualifying populations ................................................................................................ 11 Need and Gap Determination Process .................................................................................................... 11 HOME-ARP Activities ........................................................................................................................ 11 Method(s)that will be used for soliciting applications ............................................................................ 11 Administration of eligible activities ......................................................................................................... 12 HOME-ARP funds administered by a subrecipient or contractor ............................................................ 12 HOME-ARP funds distribution ................................................................................................................. 12 Plan rationale .......................................................................................................................................... 12 HOME-ARP Production Housing Goals .................................................................................................... 13 Preferences.............................................................................................................................................. 13 Referral Methods .................................................................................................................................... 13 Limitations ............................................................................................................................................... 14 HOME-ARP Refinancing Guidelines ......................................................................................................... 14 Page 69 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 Executive Summary The American Rescue Plan (ARP) provides $5 billion to assist individuals or households who are homeless, at risk of homelessness, and other vulnerable populations, by providing housing, rental assistance, supportive services, and non-congregate shelter, to reduce homelessness and increase housing stability across the country. These grant funds are administered through HUD’s HOME Investment Partnerships Program (HOME). As an entitlement jurisdiction for a fiscal year 2021 HOME program allocation, the City of Chula Vista is also eligible to receive a HOME-ARP grant allocation for the fiscal year 2021 program year. Using the same HOME Program allocation formula HUD has determined that the City of Chula Vista will be receiving an allocation of $3,144,480, an increase of $4,703 from the initial allocation of $3,139,777. The new allocation amount will be reflected throughout the remainder of the plan. Grants funds must be used to benefit individuals who are eligible according to the U.S. Department of Housing and Urban Development (HUD) HOME-ARP guidelines. HUD has established four qualifying populations that the use of these funds must primarily benefit: • Homeless, as defined in section 103(a) of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11302(a)); • At-risk of homelessness, as defined in section 401(1) of the McKinney-Vento Homeless Assistance Act (42 U.S.C. 11360(1)); • Fleeing, or attempting to flee, domestic violence, dating violence, sexual assault, stalking, or human trafficking, as defined by the Secretary; • In other populations where providing supportive services or assistance under section 212(a) of the Act (42 U.S.C. 12742(a)) would prevent the family’s homelessness or would serve those with the greatest risk of housing instability. Along with these qualifying populations HUD also determined four eligible activities: • Production or Preservation of Affordable Housing; • Tenant-Based Rental Assistance (TBRA); • Supportive Services, including services defined at 24 CFR 578.53(e), homeless prevention services, and housing counseling; • Purchase and Development of Non-Congregate Shelter. These structures can remain in use as non-congregate shelter or can be converted to: 1) emergency shelter under the Emergency Solutions Grant program; 2) permanent housing under the Continuum of Care; or 3) affordable housing under the HOME Program. HOME-ARP funding is a subset of the general HOME Investment Partnership program which aims to expand housing options for low-income households. The HOME program is the federal government’s largest grant designated to create new affordable housing units. The City receives approximately $900,000 in HOME funding annually, which is primarily allocated towards Tenant-Based Rental Assistance (TBRA). Page 70 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 3 The use of HOME-ARP funds is critical for Chula Vista at a time when the need for affordable housing and housing assistance is greater than ever. The City currently has an annual population growth of 12.5 percent, outpacing San Diego County’s total growth rate of 7.8 percent. Overall, Chula Vista’s population is expected to increase by 40 percent by 2050. This rapid growth brings added pressure to existing housing challenges and homelessness within the City. Low- and moderate-income households are disproportionately impacted by this pressure, compared to those earning higher income; thus, there is a high need for housing assistance targeted at the 19,085 households earning at or below 80 percent of AMI experiencing housing problems. In addition, special needs groups like victims of domestic violence, disabled individuals, and those at risk of homelessness are more affected by these problems, as they tend to need supportive services in addition to affordable housing. As of 2020 16,770 low- and moderate-income renter households in Chula Vista were experiencing overpayment for rent, in excess of 30% of their household incomes. 10,230 of these households experience a cost burden of more than 50% of household income. Overall, 48% of low- and moderate-income households in the City are defined as cost-burdened. These numbers translate to a significant number of households who are at-risk of homelessness within the City of Chula Vista. Families with incomes below the poverty level, typically those households with extremely-low and very-low incomes, are at greatest risk of becoming homeless and typically require special programs to assist them in meeting their rent and mortgage obligations to prevent homelessness. The 2020 Census estimated 9.6 percent of the residents in Chula Vista as living in poverty. In comparison, the County of San Diego had 10.3 percent. Individuals with a disability in Chula Vista experience poverty at 16.7 percent. These households need assistance with housing subsidies, utility and other living expense subsidies, as well as other supportive services. Victims of domestic violence are often severely impacted by these problems as well, as their incomes may drastically change if they must leave their job for safety and lose a partner, whom they may be sharing expenses with. According to the 2020 Point In Time Count for the County of San Diego, it is estimated that nearly 1,080 homeless adults were a victim of domestic violence at some point in the past, and an estimated 600 adult domestic violence victims were unsheltered on the night of the count. Shelters contracted through the City using HUD funds currently house around 389 victims of domestic violence, but the housing needs for this population are also expected to increase drastically. The City surveyed and consulted with multiple community partners and members of the public to shape goals and objectives for HOME-ARP funding. Overall, this effort has influenced the City to prioritize production and preservation of affordable housing units. This is largely based on the perceived needs explained through outreach efforts and the City’s own gaps in existing funding opportunities and services. Page 71 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 4 Based on the information above, the City’s priority housing need for qualifying populations is the development and preservation of affordable housing units. This includes housing units included in permanent supportive housing with wraparound services. The City of Chula Vista will use the $3,144,480 HOME-ARP allocation specifically for the development of permeant supportive housing units. Consultation Consultation Process The City of Chula Vista consulted with relevant agencies and stakeholders that serve each of the qualifying populations within the jurisdiction and surrounding areas. These organizations include homeless service providers; domestic violence survivor service providers; substance use treatment providers; the local Continuum of Care; a local homelessness taskforce; veteran’s service providers; a public housing agency; and an organization that addresses fair housing, civil rights, and the needs of persons with disabilities. Providers were chosen based on services provided as well as ensuring there was a representative organization for each of the qualifying populations to be served, as shown in Table 1. There were two surveys developed and distributed to solicit feedback on spending priorities for HOME-ARP funds, one at the beginning of 2022 and another in the later part of the year. The surveys were issued to the public as well as the above-mentioned providers through the San Diego Regional Taskforce on Homelessness. Additionally, a public presentation was given at the November 30, 2022 meeting of the San Diego Regional Taskforce on Homelessness meeting. Consultation Participation and Feedback Table 1 - Organizations consulted and feedback provided Agency/Org Consulted Type of Agency/Org Method of Consultation QP Served Feedback Interfaith Shelter Network of San Diego Homeless Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed SBCS Corporation DV Service Provider Survey and public meeting QP #2, #3 and #4 Permanent supportive housing is needed with wrap around services Alpha Project Homeless Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed Page 72 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5 McAllister Institute Substance Use Service Provider Survey and public meeting QP #1 Permanent supportive housing is needed San Diego Regional Taskforce on Homelessness CoC Survey and public meeting QP #1 Permanent supportive housing is needed South Bay Homeless Alliance Homelessness Taskforce Survey and public meeting QP # 1 and #4 Permanent supportive housing is needed Veterans Village of San Diego Veteran’s Group Weekly meetings and coordinated outreach Veterans Growing need for additional sheltering for homeless veterans.. San Diego Housing Commission Public Housing Agency Survey QP #1, #2, and #4 The City’s goals of producing more affordable housing aligns with their regional approach to solving displacement and preventing homelessness. CSA San Diego Fair Housing Organization Survey QP #4 Permanent supportive housing is needed. Summary of feedback received from consultation Nearly every consulted agency and service provider indicated a high need for supportive services and affordable housing. There is an abundance of need in the region for permanent supportive housing that combines the services that individuals need as well as housing that is affordable at individual income levels. The current housing shortage combined with a lack of available case management puts our vulnerable populations at risk even more than they already are. Public Participation The section below describes the public participation process, including information about and the dates of the public comment period and public hearing(s) held during the development of the plan: • Date(s) of public notice: 02/04/2022 and 11/11/2022 • Public comment period: start date - 11/25/2022 end date - 12/25/2022 • Date(s) of public hearing: 2/15/2022 & 2/14/2023 Page 73 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 6 Public participation process description Information on HOME-ARP funds and their upcoming availability to the City of Chula Vista was made known to the public through a public participation process that follows the City’s Citizen Participation Plan. Additionally, public notices for comment and hearings were made available once at the beginning of 2022 and again later in the same year. A 20-question survey was developed to solicit public feedback on eligible uses and spending priorities of the allocated HOME-ARP funds. This survey was made available through the City of Chula Vista social media on November 3, 2022, and shared with relevant stakeholders as well, as mentioned in the consultation summary. The official public comment period began with a publication in the Star News on November 25, 2022, and will end on December 25, 2022. The cost allocation plan will also be included in the Staff report for a public hearing to be held on February, 14 th, 2023 therefore any feedback received after the respective Council meeting will be incorporated into the cost allocation plan, as applicable. Efforts to broaden public participation The City’s decisions to fund projects that directly benefit the residents of Chula Vista can only be accomplished through a thorough and transparent citizen participation process. Consistent with the Citizen Participation Plan, the City of Chula Vista continues to increase presence and promotion efforts on social media and in local news agencies. The City’s intention is that this increased engagement through social media platforms will increase resident and stakeholder participation in the City’s efforts to provide informed funding decisions. The goal with this approach is to use as many means as possible to solicit public and partner-agency input on the decision-making processes with these funding opportunities. Summary of comments and recommendations received Overall, comments and survey results largely favored development of affordable housing and permanent supportive services for individuals experiencing homelessness. Survey respondents requested additional resources for permanent supportive housing and favored non-congregate housing options. Chula Vista residents recognize the growing need of affordable housing leveraged with supportive services that can assist the most vulnerable populations in our City and ultimately benefit the City as a whole. All Chula Vista residents are affected by the poor or inadequate living conditions that many of our low-income residents are experiencing, and the development of affordable housing can provide a dignified solution. Summary of comments or recommendations not accepted The City of Chula Vista did not reject any public comments or recommendations. Page 74 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 7 Needs Assessment and Gaps Analysis Needs Assessment There is a growing need for affordable housing and supportive services in the City of Chula Vista. As the City’s population grows over the next two decades, existing housing challenges are expected to increase. This includes an increase in the number of homeless households and households at risk of becoming homeless. Detailed below are inventories on the City’s current housing needs and a gap analysis. In August of 2021 the City conducted its own count of unsheltered persons. The August 18th, 2021, count totaled 792 persons meeting the definitions of homeless. Of these 792 individuals, 453 were sheltered and 339 were unsheltered. The unsheltered population of Chula Vista included 239 males, 89 females and 11 individuals of other or unknown gender. 50% of all homeless individuals had been homeless for 3 years or more and 55% percent of these individuals were experiencing homelessness for their first time. These are not being used for the gap analysis below, we are instead using the Federal Point in Time Count data, which is lower than our local count. Table 2: Homeless Needs Inventory and Gap Analysis Homeless Current Inventory Homeless Population Gap Analysis Family Adults Only Vets Family HH (at least 1 child) Adult HH (w/o child) Vets Victims of DV Family Adults Only # of Beds # of Units # of Beds # of Units # of Beds # of Beds # of Units # of Beds # of Units Emergency Shelter 0 0 95 0 0 Transitional Housing 0 0 121 0 0 Permanent Supportive Housing 0 0 0 0 0 Other Permanent Housing 0 0 0 0 0 Sheltered Homeless 81 5 17 0 Unsheltered Homeless 6 200 0 0 Current Gap 0 0 93 0 Page 75 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 8 Data Sources: 1. 2022 Point in Time Count (PIT); 2. Continuum of Care Housing Inventory Count (HIC); 3. Consultation Table 3: Housing Needs Inventory and Gap Analysis Non-Homeless Current Inventory Level of Need Gap Analysis # of Units # of Households # of Households Total Rental Units 34,883 Rental Units Affordable to HH at 30% AMI (At- Risk of Homelessness) 0 Rental Units Affordable to HH at 50% AMI (Other Populations) 2,179 0%-30% AMI Renter HH w/ 1 or more severe housing problems (At-Risk of Homelessness) 9,200 30%-50% AMI Renter HH w/ 1 or more severe housing problems (Other Populations) 9,170 Current Gaps 18,370 Data Sources: 1. 2021 American Community Survey Estimates (ACS); 2. 2015-2019 Comprehensive Housing Affordability Strategy (CHAS); 3. Chula Vista Housing Element 2021-2029 Qualifying populations size and demographic information Homeless as defined in 24 CFR 91.5 As of the 2022 Point in Time Count, there were 309 homeless individuals staying in both sheltered and unsheltered conditions. At Risk of Homelessness as defined in 24 CFR 91.5 As of 2020, there were 12,015 households in the City making less than 30% AMI. Of these, 9,755 households, or 81%, had a housing problem such as a cost burden greater than 30%, more than one person per room, or lacking facilities like plumbing or a kitchen. Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual Assault, Stalking, or Human Trafficking, as defined by HUD in the Notice 1,257 residents of Chula Vista contacted SBCS Corporation in fiscal year 2022 for specific housing needs. SBCS is Chula Vista’s primary resource for victims of domestic violence and partner in providing services to other low-income populations. SBCS currently operates two domestic violence shelters within the City. Page 76 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 9 Other populations requiring services or housing assistance to prevent homelessness and other populations at greatest risk of housing instability, as defined by HUD in the Notice The City serves many households who have previously been qualified as homeless and who are currently housed due to temporary financial assistance or services. This includes 29 individuals currently receiving Tenant-Based Rental Assistance. According to the City’s 2020-2025 Consolidated Plan there were 110 veterans currently receiving Housing Vouchers, with 14 being elderly and 33 being disabled. Current resources available The City of Chula Vista currently employs a hotel/motel voucher program for individuals in need of a transitional living solution as they move into a permanent housing unit. Additionally, there is an active HOME-funded tenant-based rental assistance (TBRA) program available for low- income households which helps provide a temporary hand -up for 12-24 months as households achieve self-sufficiency. There are also 20 permanent supportive units at the Casa Anita project with more units currently being planned for production within the next few years. The City also continues to monitor and keep the existing affordability covenants for 2,179 units across the City, with more affordability restricted units in development. In addition to each of these efforts, the City of Chula Vista is also in the process of constructing a non -congregate 60-bed bridge shelter for homeless individuals that are working towards a permanent housing solution. The shelter will contain wrap-around services for each program participant as well as key infrastructure to serve as a navigation center to provide key resources. Unmet housing and service needs of qualifying population. Homeless as defined in 24 CFR 91.5 Chula Vista leverages several resources for individuals living in homelessness, however there are still many unmet housing and service needs, paired with a growing homeless population. As an entitlement jurisdiction, the City receives approximately $400,000 is Emergency Solutions Grant (ESG) funding each year. ESG funds in Chula Vista are primarily used for homeless prevention, homeless shelter operations, and shelter rehabilitation projects. The City also utilizes its Community Development Block Grant (CDBG) allocation for similar purposes including homeless services and a hotel/motel voucher program. Despite the use of these funds for homeless services and shelters, there are still major gaps in the availability of permanent supportive housing and affordable units for this population. As many as 93 additional shelter Page 77 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 10 beds are needed to house homeless individuals. This gap is expected to rise as the homeless population in Chula Vista increases over the next five years. At Risk of Homelessness as defined in 24 CFR 91.5 There are not enough affordable units throughout the City to assist individuals and families at risk of homelessness. Approximately 14,885 households experience a housing cost burden greater than 50% of their household income. Currently, the City maintains covenants restricting the affordability of around 3,110 rental units in the city. With an increasing population and increased costs for renter and homeowners, this number is not expected to be sufficient for the number of households in Chula Vista in need of more affordable housing. As many as 12,261 affordable units may be needed to serve this population. Fleeing, or Attempting to Flee, Domestic Violence, Dating Violence, Sexual Assault, Stalking, or Human Trafficking, as defined by HUD in the Notice Domestic Violence (DV) is one of the top crimes in the City of Chula Vista. It is the number two type of police call for service. Each year, there are more than 3,700 incidents, with about 1,200 of those incidents resulting in actual crimes. Assuming each of the crime calls referenced is an unduplicated household, it is likely that approximately 1,200 households in Chula Vista may need to relocate, possibly with minor children and may require temporary housing assistance. According to the City’s last Consolidated Annual Performance Evaluation Report (CAPER), the South Bay Community Services Family Violence Program assisted 513 victims of domestic violence, which indicates that many victims may not seeking help and/or there may be a barrier to obtaining legal help. While the City partners with SBCS Corporation on the operation of two domestic violence shelters, there is a need for more transitional housing and permanent supportive shelter options for this population. Other populations requiring services or housing assistance to prevent homelessness and other populations at greatest risk of housing instability as defined by HUD in the Notice The number of households in this category is currently growing in Chula Vista. Households previously qualified as “homeless” may be currently housed through the following options: • Chula Vista Seven - a project consisting of seven scattered housing units designated for extremely low-income households [0 – 30% of area median income (“AMI”)], which are now occupied by previously homeless families, who are finding their way back to self-sufficiency. Page 78 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 11 • Hotel/Motel Voucher Program - Understanding the critical need of emergency shelter beds, an alternative was created with voucher program funding, providing up to 28 days of a safe space for our Homeless Outreach Team and clients to work together towards stabilization. • Tenant-Based Rental Assistance Program - For those requiring longer term housing assistance, HOME funds were earmarked to provide up to twenty-four months of rental assistance. Gaps within the current shelter, housing inventory, and service delivery system Additional Characteristics Refining the definition of “Other Populations”: The City’s Consolidated Plan does not provide additional characteristics associated with instability and an increased risk of homelessness, therefore there are no additional characteristics refining the definition of the fourth “other” qualifying populations. Priority needs for qualifying populations Based on feedback from community partners and the public, the City has determined that in addition to affordable housing the greatest needs for all four qualifying populations are more wrap around services such as mental health care, housing navigation, and drug rehabilitation options, among others. Need and Gap Determination Process The City determined the need for mental health care, housing navigation, and drug rehabilitation services through HMIS data and individual interviews with homeless individuals who are clients of the City’s Homeless Outreach Team. The City also receives input and feedback from our various nonprofit and social service partners. HOME-ARP Activities Method(s)that will be used for soliciting applications The City will issue a standard request for proposals (RFP) to solicit bids from qualified developers who want to construct affordable housing or complete affordable housing conversions in Chula Vista. The City will also release RFPs for qualified service providers once the units have been constructed or converted. The RFPs will be published in the City’s public bid software, PlanetBids. The City’s Finance Department’s Procurement team will facilitate a Page 79 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 12 contractor selection process that will include a panel of subject experts who will each rank submitted bids on qualification and costs. Qualified bidders will then be interviewed to determine which bidder is preferred for project development. Administration of eligible activities The City of Chula Vista will oversee the administration of the permanent supportive housing project by a qualified contractor. Oversight will include monitoring compliance with program regulations for tenant selection and affordability restrictions as well as the availability of supportive services. HOME-ARP funds administered by a subrecipient or contractor The City of Chula Vista’s HOME-ARP allocation will not be administered through a subrecipient. Table 4: Use of HOME-ARP Funding Funding Amount Percent of the Grant Statutory Limit Supportive Services Acquisition and Development of Non-Congregate Shelters Tenant Based Rental Assistance (TBRA) Development of Affordable Rental Housing $ 2,672,808 85% Non-Profit Operating Non-Profit Capacity Building Administration and Planning $ 471,672 15 % 15% Total HOME ARP Allocation $ 3,144,480.00 100% HOME-ARP funds distribution The City’s gap analysis clearly demonstrates a need for affordable housing units and permanent supportive services for those experiencing or at risk of homelessness. Based on this demonstrated need, all funds will assist with the development of permanent supportive beds and affordable housing units. The City’s needs assessment indicates that of the eligible HOME- ARP activities production and preservation of affordable housing is the most important. The City can leverage various other funding sources, such as ESG and CDBG, for supportive services and Tenant-Based Rental Assistance. Therefore, the City’s intention is to use its full HOME -ARP allocation for production of affordable housing. Plan rationale The City’s planned use of HOME-ARP funds is based on data and consultation feedback that strongly point to a need to address the lack of permanent supportive units and services in the Page 80 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 13 City. This is coupled with the large number of persons currently living in homelessness or at risk of homelessness in the City, which is expected to rise as the population of the City increases over the coming two decades. These factors indicate that the greatest need is for production of more affordable housing units. To assist the City with this goal, it was decided that HOME -ARP funds entirely be allocated to development or conversion of affordable housing units. HOME-ARP Production Housing Goals Number of affordable rental housing units for qualifying populations that Chula Vista expects to produce or support with its HOME-ARP allocation: With HOME-ARP funding we would expect to obligate the development of approximately 18 units. With similar funding and leveraging opportunities recent developments have yielded approximately 90 affordable units. Affordable rental housing production goal that the Chula Vista hopes to achieve and how the production goal will address the City’s priority needs: In the City’s 2021-2029 Housing Element, Chula Vista established its affordable housing goals according to the Regional Housing Needs Assessment (RHNA). Of the 11,105 housing units the City needs to produce by 2029, 2,750 units are to be set aside for very-low-income households and 1,777 units need to be set aside for low-income households. There are many projects and initiatives planned or currently underway in the City to help accomplish these goals, however there is a major need for gap financing when it comes to development and production of affordable housing. Units produced or converted with the use of HOME-ARP funds would directly contribute to this goal. Preferences The City of Chula Vista will intentionally not establish preferences as there is already a high need for low-barrier services for each of the qualifying populations. The City intends for units and associated wrap-around services developed with these funds to strictly be available to households currently experiencing homelessness, those at risk of homelessness, households fleeing domestic violence, and other qualifying populations. HOME-ARP funding will be used to provide gap-financing to facilitate the development of affordable units within affordable housing projects that also utilize other funding sources. Referral Methods The City of Chula Vista will work with the eventual on-site management and service provider to establish an internal chronological waiting list. The use of a waiting list better suits the needs of Page 81 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 14 the community and ensures that applicants are served on a first-come first-served basis instead of receiving referrals from a third-party agency. Limitations The City of Chula Vista will not be limiting the assistance provided under the development of permanent supportive housing to any one qualifying population. The services provided through this project will be made available to all applicants that fall under the eligible qualifying populations for HOME-ARP funding. The need in the Chula Vista community is too great to prevent a subpopulation from accessing resources they may desperately need. HOME-ARP Refinancing Guidelines The City of Chula Vista does not intend to use HOME-ARP funds to refinance existing debt. Page 82 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Employee Compensation and Positions: Approve Classification Plan and Compensation Schedule; Position Counts; Revised Compensation Schedule; Updated Conflict of Interest Code; and Budget Amendments Report Number: 25-0204 Location: No specific geographic location Department: Human Resources G.C. § 84308 Regulations Apply: No 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 Classification Plan and Compensation Schedule to reflect the addition and deletion of position titles and amending the authorized position count in various departments; B) Approving the revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025, as required by the California Code of Regulations, Title 2, Section 570.5; (C) Modifying the appendix to the local Conflict of Interest Code to revise the list of designated employees who are required to file Statements of Economic Interest (Form 700); and (D) Amending the fiscal year 2025-26 budget. (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 classifications and positions. These changes require an organizational restructuring in the Office of the City Clerk, and the Engineering & Capital Projects and Public Works Departments and necessitate amendments to the City’s Compensation Schedule and Classification Plan requiring a revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025. Staff is also recommending updating the list of designated filers who are required to file periodic Statements of Economic Interests (Form 700) and amending the fiscal year 2025-26 budget to appropriate funds, accordingly. Page 83 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 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 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. DISCUSSION Classification Plan and Compensation Schedule 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 classifications and positions, with corresponding updates to the Classification Plan, Compensation Schedule, and authorized departmental position counts. As part of the ongoing commitment to improve performance and streamline workflows, the Office of the City Clerk, the Engineering & Capital Projects Department, and the Public Works Department will undergo reorganizations aimed at enhancing operational efficiencies. The Engineering & Capital Projects and Public Works strategic restructuring involves the following: (1) the transfer of the Project Management Division within Public Works to the Engineering Department, and (2) the transfer of a portion of the Construction Inspections Team in Engineering to the Public Works Department. The proposed reorganization will position both departments for long-term growth, focus on their core functions to improve decision-making and communication, as well as optimize resource allocations to better support operations. The restructuring in the Office of the City Clerk involves the consolidation of support for City Council and Boards & Commissions and positions the Office to support additional Boards & Commissions in the future. The following identifies the affected positions and proposed changes by department. Department Position Title FTE General Fund City Clerk Deputy City Clerk II -1.00 Senior Deputy City Clerk 1.00 Economic Development Director of Economic Development 1.00 Page 84 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Department Position Title FTE Engineering & Capital Projects Public Works Inspector II -4.00 Senior Public Works Inspector -2.00 Building Projects Manager 2.00 Building Services Manager 1.00 Management Analyst II 1.00 Public Works Building Projects Manager -2.00 Building Services Manager -1.00 Management Analyst II -1.00 Public Works Inspector II 4.00 Senior Public Works Inspector 2.00 Finance Accounting Assistant -1.00 Accounting Technician 1.00 General Fund Total 1.00 Summary of Updated Classifications Position Title Employee Group E Step Salary Director of Economic Development EXEC $8,932.35 bi-weekly Real Property Manager MMUC $6,310.39 bi-weekly Senior Deputy City Clerk MMUC $4,455.23 bi-weekly Adoption of Resolution A will amend the Classification Plan, Compensation Schedule and authorized departmental position counts to reflect the above changes. Compensation Schedule Requirement California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements, including approval by the City’s governing body in accordance with the requirements of applicable public meeting laws. The revised Fiscal Year 2025-26 Compensation Schedule ("Compensation Schedule") was last approved by the City Council at their meeting on July 22, 2025. Adoption of Resolution B will approve the revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025, to reflect the addition of the salary for the Director of Economic Development, Real Property Manager and Senior Deputy City Clerk position titles. The Compensation Schedule reflecting these revisions is Attachment 1 to this staff report. Conflict of Interest Code Updates The City Clerk and City Attorney have reviewed the position changes and recommend that the appendix to the Conflict of Interest Code (Attachment 2) be updated to designate the appropriate positions as Form 700 filers and as “designated employees” for purposes of AB 1234, requiring them to participate in mandatory Page 85 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 4 ethics training. Additional changes were made to the Conflict of Interest Code appendix to update recently added positions. The redline version of the changes is provided as Attachment 2. Approval of Resolution C will make the appropriate updates to the appendix to the Conflict of Interest Code. Budget Amendment Approval of Resolution D will amend the fiscal year 2025-26 General Fund budget to reflect the reorganization of the Public Works and Engineering & Capital Projects Department, as detailed below, and a transfer of $75,651 in Supplies and Services expenditure appropriations from Non-Departmental to Personnel Services in the Economic Development Department, resulting in no net impact to the General Fund. 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 disqualifyin g 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 projected fiscal impact to the General Fund for the current year, resulting from adjustments to employee compensation and staffing, is an estimated increase of $75,651 in personnel services expenditures. This amount is anticipated to be fully offset by corresponding reduction of $75,651 in supplies and services expenditures, due to lower-than-budgeted insurance premiums in the Non-Departmental budget. Separately, the revenue budget will reflect a $614,284 increase in the Public Works Department and $614,284 decrease in the Engineering & Capital Projects Department. The adjustments result in a net fiscal impact of zero dollars for the fiscal year. Staff is requesting the proposed budgetary adjustments to the General Fund reflected in the table below: GENERAL FUND Department Personnel Services Supplies & Services Internal Service Revenue* Net Cost Non-Departmental $ - $ (75,651) $ - $ - (75,651) Economic Development 75,651 - - - 75,651 Engineering & Capital Projects (234,373) (10,799) (21,136) 614,284 347,976 Public Works 234,373 10,799 21,136 (614,284) (347,976) TOTAL EST. GENERAL FUND COST $ 75,651 $(75,651) $ - $ - $ - * Engineering & Capital Projects revenue budget decrease and Public Works revenue budget increase by $614,284 for a net change of revenue of $0. ONGOING FISCAL IMPACT The projected fiscal year 2026-27 impact to the General Fund for fiscal year 2026-27 is estimated to total $322,170. These expenditures will be included in the annual budget development process in future years. Page 86 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 5 The estimated fiscal year 2026-27 fiscal impact is reflected in the table below: GENERAL FUND Department Personnel Services Supplies & Services Internal Service Revenue* Net Cost City Clerk $ 12,858 $ - $ - $ - $ 12,858 Finance 13,193 - - - 13,193 Economic Development 296,119 - - - 296,119 Engineering & Capital Projects (246,092) (11,015) (21,559) 644,998 366,333 Public Works 246,092 11,015 21,559 (644,998) (366,333) TOTAL EST. GENERAL FUND COST $ 322,170 $ - $ - $ - $322,170 * Engineering & Capital Projects revenue budget decrease and Public Works revenue budget increase by $644,998 for a net change of revenue of $0. ATTACHMENTS 1. Revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025 2. Revised Appendix to the Conflict of Interest Code Staff Contact: Tanya Tomlinson, Director of Human Resources/Risk Management Page 87 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 1 of 74 3633 CONF ACCOUNTANT 0 35.02 2,801.95 1 36.78 2,942.04 2 38.61 3,089.14 3 40.55 3,243.60 4 42.57 3,405.78 3641 ACE ACCOUNTING ASSISTANT 0 25.47 2,037.47 1 26.74 2,139.34 2 28.08 2,246.31 3 29.48 2,358.63 4 30.96 2,476.56 3643 CONF ACCOUNTING TECHNICIAN 0 29.90 2,391.82 1 31.39 2,511.41 2 32.96 2,636.98 3 34.61 2,768.83 4 36.34 2,907.27 3675 ACE ACCOUNTING TECHNICIAN 0 29.90 2,391.82 1 31.39 2,511.41 2 32.96 2,636.98 3 34.61 2,768.83 4 36.34 2,907.27 3677 ACE ACCOUNTING TECHNICIAN II (T) 0 32.22 2,577.39 1 33.83 2,706.27 2 35.52 2,841.58 3 37.30 2,983.66 4 39.16 3,132.84 3645 ACE ACCOUNTS PAYABLE SUPERVISOR 0 37.05 2,963.99 1 38.90 3,112.19 2 40.85 3,267.80 3 42.89 3,431.19 4 45.03 3,602.75 0149 CONF ADMINISTRATIVE SECRETARY 0 31.47 2,517.85 1 33.05 2,643.74 2 34.70 2,775.93 3 36.43 2,914.73 4 38.26 3,060.47 Page 88 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 2 of 74 0179 ACE ADMINISTRATIVE SECRETARY 0 31.47 2,517.85 1 33.05 2,643.74 2 34.70 2,775.93 3 36.43 2,914.73 4 38.26 3,060.47 0154 CONF ADMINISTRATIVE SECRETARY-MAYOR 0 31.47 2,517.85 1 33.05 2,643.74 2 34.70 2,775.93 3 36.43 2,914.73 4 38.26 3,060.47 0215 SM ADMINISTRATIVE SERVICES MGR 0 53.77 4,301.57 1 -- -- 2 -- -- 3 -- -- 4 65.36 5,228.58 0181 ACE ADMINISTRATIVE TECHNICIAN 0 31.47 2,517.85 1 33.05 2,643.74 2 34.70 2,775.93 3 36.43 2,914.73 4 38.26 3,060.47 5316 UCHR ANIMAL CARE AIDE 0 17.25 -- 1 18.11 -- 2 19.02 -- 3 19.97 -- 4 20.97 -- 5317 ACE ANIMAL CARE FACILITY SUPV 0 38.68 3,094.67 1 40.62 3,249.39 2 42.65 3,411.87 3 44.78 3,582.46 4 47.02 3,761.58 5343 ACE ANIMAL CARE SPECIALIST 0 24.38 1,950.01 1 25.59 2,047.51 2 26.87 2,149.89 3 28.22 2,257.37 4 29.63 2,370.25 Page 89 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 3 of 74 5344 UCHR ANIMAL CARE SPECIALIST 0 24.38 -- 1 25.59 -- 2 26.87 -- 3 28.22 -- 4 29.63 -- 5319 ACE ANIMAL CARE SUPERVISOR 0 33.64 2,691.01 1 35.32 2,825.56 2 37.09 2,966.84 3 38.94 3,115.18 4 40.89 3,270.94 5303 ACE ANIMAL CONTROL OFFICER 0 29.25 2,340.01 1 30.71 2,457.01 2 32.25 2,579.86 3 33.86 2,708.85 4 35.55 2,844.29 5304 ACE ANIMAL CONTROL OFFICER SUPVR 0 33.64 2,691.01 1 35.32 2,825.56 2 37.09 2,966.84 3 38.94 3,115.18 4 40.89 3,270.94 5309 ACE ANIMAL SERVICES SPECIALIST 0 26.81 2,145.01 1 28.15 2,252.26 2 29.56 2,364.87 3 31.04 2,483.11 4 32.59 2,607.28 3083 MM APPLICATIONS SUPPORT MANAGER 0 64.95 5,195.70 1 68.19 5,455.49 2 71.60 5,728.26 3 75.18 6,014.68 4 78.94 6,315.41 3088 PROF APPLICATIONS SUPPORT SPEC 0 44.28 3,542.25 1 46.49 3,719.37 2 48.82 3,905.33 3 51.26 4,100.60 4 53.82 4,305.63 Page 90 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 4 of 74 7579 ACE AQUATIC SUPERVISOR I 0 31.53 2,522.36 1 33.11 2,648.48 2 34.76 2,780.90 3 36.50 2,919.96 4 38.32 3,065.95 7577 ACE AQUATIC SUPERVISOR II 0 34.68 2,774.60 1 36.42 2,913.33 2 38.24 3,059.00 3 40.15 3,211.95 4 42.16 3,372.55 7575 ACE AQUATIC SUPERVISOR III 0 39.88 3,190.79 1 41.88 3,350.33 2 43.97 3,517.85 3 46.17 3,693.74 4 48.48 3,878.43 5011 SM ASSISTANT CHIEF OF POLICE 0 102.40 8,192.30 1 -- -- 2 -- -- 3 -- -- 4 124.47 9,957.80 2405 SM ASSISTANT CITY ATTORNEY 0 94.33 7,546.05 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.28 2707 EXEC ASSISTANT CITY MANAGER 0 127.81 10,224.52 1 -- -- 2 -- -- 3 -- -- 4 155.35 12,427.98 4040 SM ASSISTANT DIR OF DEVLPMNT SVCS 0 87.86 7,029.15 1 -- -- 2 96.67 7,733.52 3 -- -- 4 106.80 8,543.98 Page 91 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 5 of 74 6008 SM ASSISTANT DIR OF ENGINEERING 0 87.86 7,029.15 1 94.44 7,555.23 2 -- -- 3 -- -- 4 106.80 8,543.98 3604 SM ASSISTANT DIR OF FINANCE 0 87.86 7,029.15 1 -- -- 2 -- -- 3 103.68 8,294.46 4 106.80 8,543.98 3304 SM ASSISTANT DIR OF HR 0 87.86 7,029.15 1 -- -- 2 -- -- 3 101.69 8,135.11 4 106.80 8,543.98 7403 SM ASSISTANT DIR OF PARKS & REC 0 87.86 7,029.15 1 91.48 7,318.75 2 96.06 7,684.69 3 -- -- 4 106.80 8,543.98 6322 SM ASSISTANT DIR OF PUBLIC WORKS 0 87.86 7,029.15 1 -- -- 2 -- -- 3 103.68 8,294.46 4 106.80 8,543.98 6015 WCE ASSISTANT ENGINEER 0 47.15 3,772.30 1 49.51 3,960.91 2 51.99 4,158.96 3 54.59 4,366.90 4 57.32 4,585.25 6289 WCE ASSISTANT LAND SURVEYOR 0 47.15 3,772.30 1 49.51 3,960.91 2 51.99 4,158.96 3 54.59 4,366.90 4 57.32 4,585.25 Page 92 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 6 of 74 4749 WCE ASSISTANT PLAN CHECK ENGINEER 0 47.48 3,798.78 1 49.86 3,988.72 2 52.35 4,188.15 3 54.97 4,397.56 4 57.72 4,617.44 4439 ACE ASSISTANT PLANNER 0 38.88 3,110.10 1 40.82 3,265.61 2 42.86 3,428.89 3 45.00 3,600.33 4 47.25 3,780.35 3635 CONF ASSOCIATE ACCOUNTANT 0 38.53 3,082.14 1 40.45 3,236.25 2 42.48 3,398.05 3 44.60 3,567.96 4 46.83 3,746.36 6017 WCE ASSOCIATE ENGINEER 0 54.23 4,338.14 1 56.94 4,555.05 2 59.79 4,782.80 3 62.77 5,021.94 4 65.91 5,273.04 6287 WCE ASSOCIATE LAND SURVEYOR 0 54.23 4,338.14 1 56.94 4,555.05 2 59.79 4,782.80 3 62.77 5,021.94 4 65.91 5,273.04 4747 WCE ASSOCIATE PLAN CHECK ENGINEER 0 54.61 4,368.60 1 57.34 4,587.03 2 60.20 4,816.38 3 63.22 5,057.20 4 66.38 5,310.06 4437 ACE ASSOCIATE PLANNER 0 42.76 3,421.11 1 44.90 3,592.17 2 47.15 3,771.78 3 49.50 3,960.37 4 51.98 4,158.39 Page 93 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 7 of 74 5123 ACE AUTOMATED FINGERPRINT TECH 0 25.83 2,066.28 1 27.12 2,169.59 2 28.48 2,278.07 3 29.90 2,391.97 4 31.39 2,511.58 3404 MMCF BENEFITS MANAGER 0 58.38 4,670.17 1 61.30 4,903.68 2 64.36 5,148.87 3 67.58 5,406.31 4 70.96 5,676.63 2222 SM BUDGET AND ANALYSIS MANAGER 0 72.38 5,790.79 1 -- -- 2 -- -- 3 -- -- 4 87.98 7,038.76 4769 MM BUILDING INSPECTION MANAGER 0 55.63 4,450.72 1 58.42 4,673.26 2 61.34 4,906.92 3 64.40 5,152.27 4 67.62 5,409.88 4771 ACE BUILDING INSPECTOR I 0 36.34 2,907.45 1 38.16 3,052.82 2 40.07 3,205.46 3 42.07 3,365.73 4 44.18 3,534.03 4770 UCHR BUILDING INSPECTOR I (HOURLY) 0 36.34 -- 1 38.16 -- 2 40.07 -- 3 42.07 -- 4 44.18 -- 4773 ACE BUILDING INSPECTOR II 0 39.98 3,198.20 1 41.98 3,358.11 2 44.08 3,526.01 3 46.28 3,702.31 4 48.59 3,887.43 Page 94 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 8 of 74 4774 UCHR BUILDING INSPECTOR II (HOURLY) 0 39.98 -- 1 41.98 -- 2 44.08 -- 3 46.28 -- 4 48.59 -- 4775 ACE BUILDING INSPECTOR III 0 43.98 3,518.01 1 46.17 3,693.91 2 48.48 3,878.62 3 50.91 4,072.54 4 53.45 4,276.17 4705 SM BUILDING OFFICIAL 0 75.83 6,066.25 1 -- -- 2 -- -- 3 -- -- 4 92.17 7,373.55 6412 PROF BUILDING PROJECT MANAGER 0 51.16 4,092.88 1 53.72 4,297.52 2 56.41 4,512.40 3 59.23 4,738.02 4 62.19 4,974.92 6402 MM BUILDING SERVICES MANAGER 0 58.84 4,706.81 1 61.78 4,942.15 2 64.87 5,189.26 3 68.11 5,448.72 4 71.51 5,721.16 6669 ACE BUILDING SERVICES SUPERVISOR 0 35.14 2,811.07 1 36.90 2,951.62 2 38.74 3,099.20 3 40.68 3,254.16 4 42.71 3,416.87 4505 ACE BUSINESS LICENSE REPRESENTATIV 0 25.47 2,037.47 1 26.74 2,139.34 2 28.08 2,246.31 3 29.48 2,358.63 4 30.96 2,476.56 Page 95 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 9 of 74 6444 ACE CARPENTER 0 33.73 2,698.65 1 35.42 2,833.58 2 37.19 2,975.26 3 39.05 3,124.02 4 41.00 3,280.22 3669 ACE CASHIER 0 24.48 1,958.51 1 25.71 2,056.44 2 26.99 2,159.26 3 28.34 2,267.22 4 29.76 2,380.58 2767 SM CHIEF COMMUNICATIONS OFFICER 0 68.60 5,487.96 1 -- -- 2 -- -- 3 81.25 6,500.00 4 83.38 6,670.65 3053 SM CHIEF INFO SEC OFFICER 0 61.80 4,943.68 1 -- -- 2 70.23 5,618.48 3 -- -- 4 75.11 6,009.09 5001 EXEC CHIEF OF POLICE 0 127.81 10,224.52 1 -- -- 2 -- -- 3 -- -- 4 155.35 12,427.98 2011 MMUC CHIEF OF STAFF 0 48.45 3,875.71 1 50.87 4,069.50 2 53.41 4,272.97 3 56.08 4,486.62 4 58.89 4,710.95 5301 SM CHIEF VETERINARIAN 0 69.59 5,567.17 1 -- -- 2 -- -- 3 -- -- 4 84.59 6,766.94 Page 96 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 10 of 74 2400 CATY CITY ATTORNEY (ELECTED) 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 117.66 9,412.58 2435 CONF CITY ATTY INVESTIGATOR 0 37.45 2,995.86 1 39.32 3,145.65 2 41.29 3,302.94 3 43.35 3,468.09 4 45.52 3,641.49 2201 CCLK CITY CLERK 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.28 2710 CMGR CITY MANAGER 0 -- -- 1 -- -- 2 -- -- 3 167.76 13,420.92 4 170.88 13,670.78 5429 ACE CIVILIAN BCKGRND INVESTIGATOR 0 31.91 2,552.74 1 33.50 2,680.38 2 35.18 2,814.39 3 36.94 2,955.11 4 38.79 3,102.87 5431 UCHR CIVILIAN POLICE INVESTIGATOR 0 25.79 -- 1 27.08 -- 2 28.43 -- 3 29.85 -- 4 31.35 -- 0241 UCHR CLERICAL AIDE 0 16.53 -- 1 17.35 -- 2 18.22 -- 3 19.13 -- 4 20.09 -- Page 97 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 11 of 74 4757 SM CODE ENFORCEMENT MANAGER 0 60.64 4,851.30 1 -- -- 2 -- -- 3 70.20 5,615.99 4 73.71 5,896.80 4777 ACE CODE ENFORCEMENT OFFICER I 0 31.64 2,531.21 1 33.22 2,657.77 2 34.88 2,790.66 3 36.63 2,930.19 4 38.46 3,076.70 4778 UCHR CODE ENFORCEMENT OFFICER II 0 34.80 -- 1 36.54 -- 2 38.37 -- 3 40.29 -- 4 42.30 -- 4779 ACE CODE ENFORCEMENT OFFICER II 0 34.80 2,784.33 1 36.54 2,923.55 2 38.37 3,069.73 3 40.29 3,223.21 4 42.30 3,384.37 4789 ACE CODE ENFORCEMENT TECHNICIAN 0 27.51 2,201.05 1 36.54 2,923.55 2 38.37 3,069.73 3 40.29 3,223.21 4 42.30 3,384.37 3683 MM COLLECTIONS SUPERVISOR 0 43.65 3,492.31 1 45.84 3,666.93 2 48.13 3,850.28 3 50.53 4,042.79 4 53.06 4,244.93 2787 PRUC COMMUNICATIONS OFFICER 0 45.24 3,619.48 1 47.51 3,800.45 2 49.88 3,990.48 3 52.38 4,190.00 4 54.99 4,399.50 Page 98 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 12 of 74 2757 ACE COMMUNITY ENGAGEMENT SPEC 0 38.88 3,110.10 1 40.82 3,265.61 2 42.86 3,428.89 3 45.00 3,600.33 4 47.25 3,780.35 5141 ACE COMMUNITY SERVICE OFFICER 0 26.59 2,127.28 1 27.92 2,233.64 2 29.32 2,345.33 3 30.78 2,462.60 4 32.32 2,585.72 5142 UCHR COMMUNITY SERVICES OFFICER 0 26.59 -- 1 27.92 -- 2 29.32 -- 3 30.78 -- 4 32.32 -- 6201 UCHR CONSERV SPECIALIST I (HOURLY) 0 34.91 -- 1 36.65 -- 2 38.49 -- 3 40.41 -- 4 42.43 -- 6200 ACE CONSERVATION SPECIALIST I 0 34.91 2,792.71 1 36.65 2,932.34 2 38.49 3,078.96 3 40.41 3,232.90 4 42.43 3,394.55 6202 ACE CONSERVATION SPECIALIST II 0 38.40 3,071.97 1 40.32 3,225.57 2 42.34 3,386.85 3 44.45 3,556.19 4 46.68 3,734.00 6427 ACE CONSTRUCTION & REPAIR SUPV 0 46.74 3,738.91 1 49.07 3,925.87 2 51.53 4,122.15 3 54.10 4,328.26 4 56.81 4,544.67 Page 99 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 13 of 74 2023 UCHR COUNCIL ASSISTANT 0 24.60 -- 1 25.83 -- 2 27.12 -- 3 28.48 -- 4 29.90 -- 2003 CL COUNCILPERSON 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 31.06 2,484.92 5101 MM CRIME LABORATORY MANAGER 0 57.69 4,615.31 1 60.58 4,846.08 2 63.60 5,088.38 3 66.79 5,342.80 4 70.12 5,609.94 5143 UCHR CSO (TEMPORARY APPOINTMENT) 0 26.59 -- 1 27.92 -- 2 29.32 -- 3 30.78 -- 4 32.32 -- 6667 ACE CUSTODIAL SUPERVISOR 0 29.14 2,330.96 1 30.59 2,447.51 2 32.12 2,569.88 3 33.73 2,698.37 4 35.42 2,833.29 6661 ACE CUSTODIAN 0 23.03 1,842.63 1 24.18 1,934.76 2 25.39 2,031.50 3 26.66 2,133.08 4 28.00 2,239.73 6662 UCHR CUSTODIAN 0 23.03 -- 1 24.18 -- 2 25.39 -- 3 26.66 -- 4 28.00 -- Page 100 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 14 of 74 7191 ACE DELIVERY DRIVER 0 22.87 1,829.24 1 24.01 1,920.70 2 25.21 2,016.74 3 26.47 2,117.57 4 27.79 2,223.45 2703 EXEC DEP CITY MGR/DIR OF PUB WORKS 0 115.37 9,229.99 1 -- -- 2 -- -- 3 130.18 10,414.57 4 140.24 11,219.13 5352 SM DEP DIR OF ANIMAL SERVICES 0 76.55 6,123.87 1 -- -- 2 -- -- 3 -- -- 4 93.05 7,443.62 4043 SM DEP DIRECTOR OF DEVLPMNT SVCS 0 83.68 6,694.43 1 91.63 7,330.33 2 96.21 7,696.86 3 -- -- 4 101.71 8,137.14 2212 SM DEP DIRECTOR, CITY CLERK SVCS 0 56.08 4,486.36 1 -- -- 2 -- -- 3 64.92 5,193.52 4 68.17 5,453.20 2410 PRUC DEPUTY CITY ATTORNEY I 0 65.90 5,271.80 1 69.19 5,535.39 2 72.65 5,812.16 3 76.28 6,102.77 4 80.10 6,407.91 2408 PRUC DEPUTY CITY ATTORNEY II 0 72.49 5,798.98 1 76.11 6,088.93 2 79.92 6,393.38 3 83.91 6,713.05 4 88.11 7,048.70 Page 101 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 15 of 74 2411 SM DEPUTY CITY ATTORNEY III 0 85.75 6,860.05 1 92.51 7,401.15 2 96.92 7,753.58 3 99.83 7,986.18 4 104.23 8,338.42 2245 CONF DEPUTY CITY CLERK I 0 36.22 2,897.49 1 38.03 3,042.36 2 39.93 3,194.48 3 41.93 3,354.20 4 44.02 3,521.91 2243 CONF DEPUTY CITY CLERK II 0 39.84 3,187.23 1 41.83 3,346.60 2 43.92 3,513.93 3 46.12 3,689.63 4 48.43 3,874.11 2705 EXEC DEPUTY CITY MANAGER 0 115.37 9,229.99 1 -- -- 2 -- -- 3 -- -- 4 140.24 11,219.13 5505 SM DEPUTY FIRE CHIEF 0 97.07 7,765.30 1 -- -- 2 -- -- 3 -- -- 4 117.98 9,438.78 5137 ACE DETENTIONS OFFICER 0 31.91 2,552.74 1 33.50 2,680.38 2 35.18 2,814.39 3 36.94 2,955.11 4 38.79 3,102.87 5135 ACE DETENTIONS SUPERVISOR 0 36.70 2,935.65 1 38.53 3,082.43 2 40.46 3,236.55 3 42.48 3,398.38 4 44.60 3,568.30 Page 102 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 16 of 74 4718 PROF DEVELOPMENT AUTOMATION SPEC 0 46.99 3,759.17 1 49.34 3,947.12 2 51.81 4,144.48 3 54.40 4,351.70 4 57.12 4,569.29 4025 SM DEVELOPMENT PROJECT MGR 0 74.86 5,988.72 1 78.60 6,288.16 2 82.53 6,602.57 3 86.66 6,932.70 4 90.99 7,279.32 4547 MM DEVELOPMENT SERVICES COUNTER M 0 52.77 4,221.56 1 55.41 4,432.64 2 58.18 4,654.27 3 61.09 4,886.98 4 64.14 5,131.33 4540 UCHR DEVELOPMENT SERVICES TECH I 0 29.07 -- 1 30.53 -- 2 32.05 -- 3 33.66 -- 4 35.34 -- 4542 ACE DEVELOPMENT SERVICES TECH I 0 29.07 2,325.89 1 30.53 2,442.17 2 32.05 2,564.29 3 33.66 2,692.50 4 35.34 2,827.13 4541 ACE DEVELOPMENT SERVICES TECH II 0 31.98 2,558.47 1 33.58 2,686.39 2 35.26 2,820.71 3 37.02 2,961.75 4 38.87 3,109.84 4544 UCHR DEVELOPMENT SERVICES TECH II 0 31.98 -- 1 33.58 -- 2 35.26 -- 3 37.02 -- 4 38.87 -- Page 103 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 17 of 74 4543 ACE DEVELOPMENT SERVICES TECH III 0 36.78 2,942.25 1 38.62 3,089.35 2 40.55 3,243.82 3 42.58 3,406.01 4 44.70 3,576.31 5249 ACE DIGITAL FORENSICS ANLYT I 0 37.42 2,993.73 1 39.29 3,143.42 2 41.26 3,300.59 3 43.32 3,465.62 4 45.49 3,638.90 5247 ACE DIGITAL FORENSICS ANLYT II 0 43.03 3,442.79 1 45.19 3,614.93 2 47.45 3,795.68 3 49.82 3,985.45 4 52.31 4,184.73 5245 ACE DIGITAL FORENSICS TECH I 0 29.50 2,359.69 1 30.97 2,477.67 2 32.52 2,601.55 3 34.15 2,731.64 4 35.85 2,868.22 5246 UCHR DIGITAL FORENSICS TECH I 0 29.50 -- 1 30.97 -- 2 32.52 -- 3 34.15 -- 4 35.85 -- 5243 ACE DIGITAL FORENSICS TECH II 0 33.92 2,713.64 1 35.62 2,849.32 2 37.40 2,991.79 3 39.27 3,141.38 4 41.23 3,298.45 5244 UCHR DIGITAL FORENSICS TECH II 0 33.92 -- 1 35.62 -- 2 37.40 -- 3 39.27 -- 4 41.23 -- Page 104 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 18 of 74 5350 EXEC DIR OF ANIMAL SERVICES 0 91.86 7,348.66 1 -- -- 2 -- -- 3 -- -- 4 111.65 8,932.35 4039 EXEC DIR OF DEVELOPMENT SERVICES 0 101.04 8,083.53 1 -- -- 2 -- -- 3 118.35 9,467.80 4 122.82 9,825.59 2734 EXEC DIR OF ECONOMIC DEVELOPMENT 0 91.86 7,348.66 1 -- -- 2 -- -- 3 -- -- 4 111.65 8,932.35 6006 EXEC DIR OF ENGINEERING/CITY ENG 0 101.04 8,083.53 1 -- -- 2 -- -- 3 -- -- 4 122.82 9,825.59 3601 EXEC DIR OF FINANCE 0 101.04 8,083.53 1 -- -- 2 -- -- 3 118.35 9,467.80 4 122.82 9,825.59 4301 EXEC DIR OF HOUSING & HOMELESS SVS 0 91.86 7,348.66 1 93.04 7,443.41 2 97.69 7,815.58 3 -- -- 4 111.65 8,932.35 3300 EXEC DIR OF HUMAN RESOURCES/RISK MG 0 101.04 8,083.53 1 -- -- 2 -- -- 3 118.35 9,467.80 4 122.82 9,825.59 Page 105 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 19 of 74 3001 EXEC DIR OF INFO TECH SERVICES 0 101.04 8,083.53 1 -- -- 2 112.56 9,004.59 3 -- -- 4 122.82 9,825.59 7001 EXEC DIR OF LIBRARY SERVICES 0 91.86 7,348.66 1 -- -- 2 -- -- 3 107.19 8,575.49 4 111.65 8,932.35 7301 EXEC DIR OF PARKS & RECREATION 0 101.04 8,083.53 1 -- -- 2 113.58 9,086.54 3 -- -- 4 122.82 9,825.59 6320 EXEC DIR OF PUBLIC WORKS 0 101.04 8,083.53 1 -- -- 2 -- -- 3 -- -- 4 122.82 9,825.59 3002 UCHR DIRECTOR OF IT SERVICES (HRLY) 0 101.04 -- 1 -- -- 2 112.56 -- 3 -- -- 4 122.82 -- 2720 SM ECONOMIC DEVELOPMENT MGR 0 74.82 5,985.75 1 -- -- 2 -- -- 3 -- -- 4 90.95 7,275.73 2747 ACE ECONOMIC DEVELOPMENT SPEC I 0 35.64 2,850.93 1 37.42 2,993.48 2 39.29 3,143.15 3 41.25 3,300.31 4 43.32 3,465.33 Page 106 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 20 of 74 2749 ACE ECONOMIC DEVELOPMENT SPEC II 0 42.76 3,421.11 1 44.90 3,592.17 2 47.15 3,771.78 3 49.50 3,960.37 4 51.98 4,158.39 6438 ACE ELECTRICIAN 0 35.34 2,827.16 1 37.11 2,968.52 2 38.96 3,116.94 3 40.91 3,272.79 4 42.96 3,436.43 6492 ACE ELECTRONIC/EQUIPMENT INSTALLER 0 32.13 2,570.15 1 33.73 2,698.65 2 35.42 2,833.58 3 37.19 2,975.26 4 39.05 3,124.02 6475 ACE ELECTRONICS TECHNICIAN 0 38.87 3,109.87 1 40.82 3,265.36 2 42.86 3,428.64 3 45.00 3,600.06 4 47.25 3,780.07 6472 ACE ELECTRONICS TECHNICIAN SUPV 0 44.70 3,576.35 1 46.94 3,755.17 2 49.29 3,942.93 3 51.75 4,140.08 4 54.34 4,347.08 5560 SM EMERGENCY SERVICES MGR 0 56.46 4,516.65 1 -- -- 2 -- -- 3 -- -- 4 68.63 5,490.01 5557 PROF EMS EDUCATOR 0 48.23 3,858.19 1 50.64 4,051.10 2 53.17 4,253.65 3 55.83 4,466.33 4 58.62 4,689.65 Page 107 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 21 of 74 5567 PROF EMS NURSE COORDINATOR 0 57.87 4,629.82 1 60.77 4,861.32 2 63.80 5,104.38 3 67.00 5,359.60 4 70.34 5,627.58 5657 NIAF EMT (NON-SAFETY) - A 0 17.71 1 18.59 2 19.52 3 20.50 4 21.52 5659 NIAF EMT (NON-SAFETY) - C 0 28.33 1 29.75 2 31.24 3 32.80 4 34.44 5658 UCHR EMT (NON-SAFETY/HRLY) 0 17.71 -- 1 18.59 -- 2 19.52 -- 3 20.50 -- 4 21.52 -- 6081 ACE ENGINEERING TECHNICIAN I 0 32.78 2,622.17 1 34.42 2,753.28 2 36.14 2,890.94 3 37.94 3,035.49 4 39.84 3,187.26 6071 ACE ENGINEERING TECHNICIAN II 0 36.05 2,884.38 1 37.86 3,028.61 2 39.75 3,180.03 3 41.74 3,339.03 4 43.82 3,505.99 6128 ACE ENVIRONMENTAL COMPLIANCE INSP 0 40.50 3,240.07 1 42.53 3,402.07 2 44.65 3,572.17 3 46.88 3,750.78 . 4 49.23 3,938.32 Page 108 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 22 of 74 6205 MM ENVIRONMENTAL SERVICES MANAGER 0 59.89 4,790.94 1 62.88 5,030.49 2 66.03 5,282.01 3 69.33 5,546.11 4 72.79 5,823.42 6207 MM ENVIRONMENTAL SUSTNBILITY MGR 0 67.02 5,361.82 1 70.37 5,629.91 2 73.89 5,911.41 3 77.59 6,206.98 4 81.47 6,517.33 6542 ACE EQUIPMENT MECHANIC 0 32.86 2,628.54 1 34.50 2,759.97 2 36.22 2,897.97 3 38.04 3,042.87 4 39.94 3,195.00 6361 ACE EQUIPMENT OPERATOR 0 37.87 3,029.22 1 39.76 3,180.67 2 41.75 3,339.71 3 43.83 3,506.70 4 46.03 3,682.04 0187 CONF EXECUTIVE SECRETARY 0 38.08 3,046.61 1 39.99 3,198.93 2 41.99 3,358.88 3 44.09 3,526.82 4 46.29 3,703.16 5270 CONF FA ACCOUNTING TECHNICIAN 0 32.22 2,577.39 1 33.83 2,706.27 2 35.52 2,841.58 3 37.30 2,983.66 4 39.16 3,132.84 5456 PRUC FA ADMIN PROGRAM MGR 0 41.53 3,322.46 1 43.61 3,488.58 2 45.79 3,663.01 3 48.08 3,846.16 4 50.48 4,038.47 Page 109 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 23 of 74 5297 CONF FA ADMINSTRATIVE ANALYST I 0 35.39 2,830.92 1 37.16 2,972.46 2 39.01 3,121.08 3 40.96 3,277.13 4 43.01 3,440.99 5296 CONF FA ADMINSTRATIVE ANALYST II 0 38.93 3,114.01 1 40.87 3,269.70 2 42.91 3,433.19 3 45.06 3,604.85 4 47.31 3,785.09 5277 CONF FA ANALYST 0 27.04 2,163.29 1 28.39 2,271.45 2 29.81 2,385.03 3 31.30 2,504.28 4 32.87 2,629.49 5455 MMUC FA CYBER SECURITY PROG MGR 0 50.33 4,026.71 1 52.85 4,228.05 2 55.49 4,439.45 3 58.27 4,661.42 4 61.18 4,894.49 5467 SM FA DEPUTY DIRECTOR OF IV-LECC 0 61.25 4,900.08 1 -- -- 2 -- -- 3 -- -- 4 74.45 5,956.08 5465 SM FA DEPUTY DIRECTOR OF LECC 0 60.02 4,801.32 1 -- -- 2 -- -- 3 -- -- 4 72.95 5,836.04 5463 SM FA DEPUTY EXECUTIVE DIRECTOR 0 72.80 5,824.10 1 -- -- 2 -- -- 3 -- -- 4 88.49 7,079.23 Page 110 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 24 of 74 5274 SM FA DIRECTOR OF SD LECC 0 68.39 5,471.13 1 -- -- 2 -- -- 3 -- -- 4 83.13 6,650.19 5286 CONF FA EXECUTIVE ASSISTANT 0 34.64 2,771.57 1 36.38 2,910.15 2 38.20 3,055.66 3 40.11 3,208.44 4 42.11 3,368.86 5461 EXEC FA EXECUTIVE DIRECTOR 0 60.19 4,815.34 1 -- -- 2 -- -- 3 -- -- 4 73.16 5,853.08 5493 MMUC FA FINANCE MANAGER 0 63.77 5,101.42 1 -- -- 2 -- -- 3 -- -- 4 77.51 6,200.81 5439 PRUC FA GEOSPATIAL INTEL ANALYST 0 48.00 3,839.82 1 50.40 4,031.81 2 52.92 4,233.40 3 55.56 4,445.07 4 58.34 4,667.32 5453 MMUC FA INFO SYSTEMS PROGRAM MGR 0 55.99 4,479.17 1 58.79 4,703.13 2 61.73 4,938.29 3 64.82 5,185.20 4 68.06 5,444.46 5485 CONF FA INTEL ANLYT 0 36.60 2,928.37 1 38.43 3,074.78 2 40.36 3,228.52 3 42.37 3,389.95 4 44.49 3,559.45 Page 111 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 25 of 74 5491 SM FA IVDC-LECC EXEC DIRECTOR 0 72.05 5,763.75 1 -- -- 2 -- -- 3 -- -- 4 87.57 7,005.88 5440 MMUC FA LECC INFO TECH MANAGER 0 51.20 4,095.80 1 53.76 4,300.59 2 56.45 4,515.62 3 59.27 4,741.40 4 62.23 4,978.47 5278 CONF FA MANAGEMENT ASSISTANT 0 33.00 2,639.60 1 34.64 2,771.57 2 36.38 2,910.15 3 38.20 3,055.66 4 40.11 3,208.44 5443 PRUC FA MICROCOMPUTER SPECIALIST 0 41.63 3,330.14 1 43.71 3,496.64 2 45.89 3,671.48 3 48.19 3,855.05 4 50.60 4,047.80 5292 PRUC FA NETWORK ADMINISTRATOR I 0 41.89 3,351.41 1 43.99 3,518.98 2 46.19 3,694.93 3 48.50 3,879.68 4 50.92 4,073.66 5294 PRUC FA NETWORK ADMINISTRATOR II 0 46.08 3,686.56 1 48.39 3,870.88 2 50.81 4,064.43 3 53.35 4,267.65 4 56.01 4,481.03 5457 PRUC FA NETWORK ADMINISTRATOR III 0 48.54 3,882.90 1 50.96 4,077.04 2 53.51 4,280.90 3 56.19 4,494.94 4 59.00 4,719.69 Page 112 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 26 of 74 5444 PRUC FA PROGRAM ANALYST 0 49.66 3,972.97 1 52.15 4,171.62 2 54.75 4,380.20 3 57.49 4,599.21 4 60.36 4,829.17 5451 CONF FA PROGRAM ASSISTANT 0 26.36 2,108.55 1 27.67 2,213.97 2 29.06 2,324.67 3 30.51 2,440.90 4 32.04 2,562.95 5452 PRUC FA PROGRAM ASSISTANT SUPV 0 36.12 2,889.55 1 37.93 3,034.03 2 39.82 3,185.73 3 41.81 3,345.02 4 43.90 3,512.27 5445 SM FA PROGRAM MANAGER 0 55.45 4,436.11 1 58.30 4,663.98 2 61.14 4,890.83 3 64.19 5,135.35 4 67.40 5,392.14 5497 MMUC FA PUBLIC-PRVT PART EXER MGR 0 52.07 4,165.58 1 54.67 4,373.86 2 57.41 4,592.55 3 60.28 4,822.18 4 63.29 5,063.29 5284 CONF FA RCFL NETWORK ENGINEER 0 42.48 3,398.27 1 44.60 3,568.18 2 46.83 3,746.59 3 49.17 3,933.92 4 51.63 4,130.62 5495 PRUC FA SENIOR FINANCIAL ANALYST 0 38.92 3,113.38 1 40.86 3,269.05 2 42.91 3,432.50 3 45.05 3,604.13 4 47.30 3,784.34 Page 113 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 27 of 74 5483 PRUC FA SENIOR INTELLIGENCE ANALYST 0 40.98 3,278.71 1 43.03 3,442.65 2 45.18 3,614.78 3 47.44 3,795.52 4 49.82 3,985.30 5454 CONF FA SENIOR PROGRAM ASSISTANT 0 31.36 2,508.64 1 32.93 2,634.07 2 34.57 2,765.78 3 36.30 2,904.07 4 38.12 3,049.27 5477 CONF FA SENIOR SECRETARY 0 27.11 2,169.08 1 28.47 2,277.53 2 29.89 2,391.41 3 31.39 2,510.98 4 32.96 2,636.53 5489 PRUC FA SUP INTEL ANALYST I 0 45.08 3,606.59 1 47.34 3,786.92 2 49.70 3,976.27 3 52.19 4,175.08 4 54.80 4,383.83 5487 PRUC FA SUP INTEL ANALYST II 0 51.84 4,147.59 1 54.44 4,354.97 2 57.16 4,572.71 3 60.02 4,801.35 4 63.02 5,041.42 4051 SM FAC FINANCE MANAGER 0 58.83 4,706.29 1 -- -- 2 65.36 5,228.58 3 -- -- 4 71.51 5,720.53 6425 MM FACILITIES MANAGER 0 55.83 4,466.48 1 58.62 4,689.80 2 61.55 4,924.29 3 64.63 5,170.50 4 67.86 5,429.03 Page 114 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 28 of 74 7471 ACE FIELD MAINTENANCE SPECIALIST 0 26.69 2,135.30 1 28.03 2,242.07 2 29.43 2,354.16 3 30.90 2,471.87 4 32.44 2,595.46 3623 SM FINANCE MGR 0 67.94 5,435.14 1 -- -- 2 -- -- 3 -- -- 4 82.58 6,606.44 3624 SM FINANCE MGR (CPA) 0 74.73 5,978.65 1 -- -- 2 82.16 6,573.11 3 86.27 6,901.77 4 90.84 7,267.09 5511 IAFF FIRE BATTALION CHIEF - A 0 46.32 5,188.37 1 48.64 5,447.79 2 51.07 5,720.18 3 53.63 6,006.19 4 56.31 6,306.50 5 59.12 6,621.82 5513 IAFF FIRE BATTALION CHIEF - C 0 64.85 5,188.37 1 68.10 5,447.79 2 71.50 5,720.18 3 75.08 6,006.18 4 78.83 6,306.49 5 82.77 6,621.82 5584 UCHR FIRE CAPT - C (HOURLY) 0 52.36 -- 1 54.98 -- 2 57.73 -- 3 60.62 -- 4 63.65 -- 5 66.83 -- Page 115 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 29 of 74 5583 IAFF FIRE CAPTAIN - A 0 37.40 4,189.16 1 39.27 4,398.61 2 41.24 4,618.56 3 43.30 4,849.47 4 45.46 5,091.93 5 47.74 5,346.53 5582 IAFF FIRE CAPTAIN - B 0 49.87 4,189.16 1 52.36 4,398.60 2 54.98 4,618.54 3 57.73 4,849.46 4 60.62 5,091.93 5 63.65 5,346.52 5581 IAFF FIRE CAPTAIN - C 0 52.36 4,189.16 1 54.98 4,398.60 2 57.73 4,618.53 3 60.62 4,849.46 4 63.65 5,091.93 5 66.83 5,346.53 5501 EXEC FIRE CHIEF 0 111.31 8,905.17 1 -- -- 2 -- -- 3 -- -- 4 135.30 10,824.29 5507 MMUC FIRE DIVISION CHIEF 0 80.19 6,415.11 1 84.20 6,735.87 2 88.41 7,072.66 3 92.83 7,426.29 4 97.47 7,797.61 5603 IAFF FIRE ENGINEER - A 0 32.49 3,638.75 1 34.11 3,820.69 2 35.82 4,011.73 3 37.61 4,212.32 4 39.49 4,422.92 5 41.46 4,644.07 Page 116 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 30 of 74 5601 IAFF FIRE ENGINEER - C 0 45.48 3,638.77 1 47.76 3,820.69 2 50.15 4,011.73 3 52.65 4,212.31 4 55.29 4,422.93 5 58.05 4,644.08 5536 UCHR FIRE INSPECTOR 0 37.54 -- 1 39.42 -- 2 41.39 -- 3 43.46 -- 4 45.63 -- 5 47.91 -- 5530 IAFF FIRE INSPECTOR/INVESTIGATOR I 0 37.54 3,003.17 1 39.42 3,153.33 2 41.39 3,311.01 3 43.46 3,476.56 4 45.63 3,650.38 5 47.91 3,832.90 5531 IAFF FIRE INSPECTOR/INVESTIGATOR II 0 41.29 3,303.48 1 43.36 3,468.65 2 45.53 3,642.09 3 47.80 3,824.18 4 50.19 4,015.39 5 52.70 4,216.16 5555 ACE FIRE INVENTORY SPECIALIST 0 31.14 2,491.04 1 32.69 2,615.59 2 34.33 2,746.37 3 36.05 2,883.69 4 37.85 3,027.87 5533 UCHR FIRE PREVENTION AIDE 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- Page 117 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 31 of 74 5528 IAFF FIRE PREVENTION ENG/INVSTGTR 0 49.80 3,984.39 1 52.30 4,183.61 2 54.91 4,392.79 3 57.66 4,612.44 4 60.54 4,843.06 5 63.57 5,085.22 5537 ACE FIRE PREVENTION SPECIALIST 0 31.98 2,558.47 1 33.58 2,686.39 2 35.26 2,820.71 3 37.02 2,961.75 4 38.87 3,109.84 5625 ACE FIRE RECRUIT 0 28.37 2,269.81 1 29.79 2,383.29 2 31.28 2,502.47 3 32.84 2,627.58 4 34.49 2,758.96 5623 IAFF FIREFIGHTER - A 0 26.95 3,017.95 1 28.29 3,168.86 2 29.71 3,327.30 3 31.19 3,493.67 4 32.75 3,668.32 5 34.39 3,851.75 5621 IAFF FIREFIGHTER - C 0 37.72 3,017.96 1 39.61 3,168.86 2 41.59 3,327.29 3 43.67 3,493.66 4 45.85 3,668.35 5 48.15 3,851.77 5613 IAFF FIREFIGHTER/PARAMEDIC - A 0 30.99 3,470.64 1 32.54 3,644.19 2 34.16 3,826.39 3 35.87 4,017.71 4 37.67 4,218.58 5 39.55 4,429.51 Page 118 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 32 of 74 5612 IAFF FIREFIGHTER/PARAMEDIC - B 0 41.32 3,470.64 1 43.38 3,644.19 2 45.55 3,826.40 3 47.83 4,017.69 4 50.22 4,218.60 5 52.73 4,429.53 5611 IAFF FIREFIGHTER/PARAMEDIC - C 0 43.38 3,470.65 1 45.55 3,644.18 2 47.83 3,826.39 3 50.22 4,017.70 4 52.73 4,218.60 5 55.37 4,429.53 0216 PRCF FISCAL AND MANAGEMENT ANALYST 0 59.56 4,765.18 1 62.54 5,003.44 2 65.67 5,253.61 3 68.95 5,516.30 4 72.40 5,792.11 3627 MMCF FISCAL DEBT MGMT ANALYST 0 59.56 4,765.18 1 62.54 5,003.44 2 65.67 5,253.61 3 68.95 5,516.30 4 72.40 5,792.11 0169 ACE FISCAL OFFICE SPECIALIST 0 23.76 1,900.48 1 24.94 1,995.50 2 26.19 2,095.28 3 27.50 2,200.04 4 28.88 2,310.04 0170 UCHR FISCAL OFFICE SPECIALIST 0 23.76 -- 1 24.94 -- 2 26.19 -- 3 27.50 -- 4 28.88 -- Page 119 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 33 of 74 3610 PROF FISCAL SERVICES ANALYST 0 59.56 4,765.18 1 62.54 5,003.44 2 65.67 5,253.61 3 68.95 5,516.30 4 72.40 5,792.11 6513 ACE FLEET INVENTORY CONTROL SPEC 0 31.14 2,491.04 1 32.69 2,615.59 2 34.33 2,746.37 3 36.05 2,883.69 4 37.85 3,027.87 6501 MM FLEET MANAGER 0 54.62 4,369.94 1 57.36 4,588.44 2 60.22 4,817.86 3 63.23 5,058.75 4 66.40 5,311.69 6507 ACE FLEET SUPERVISOR 0 43.49 3,479.25 1 45.67 3,653.21 2 47.95 3,835.87 3 50.35 4,027.66 4 52.86 4,229.05 5114 ACE FORENSICS SPECIALIST 0 37.31 2,985.00 1 39.18 3,134.26 2 41.14 3,290.97 3 43.19 3,455.52 4 45.35 3,628.30 5759 UCHR FUELS MODULE CREW MEMBER 0 17.70 -- 1 18.59 -- 2 19.52 -- 3 20.50 -- 4 21.52 -- 3075 ACE GIS ANALYST 0 39.88 3,190.31 1 41.87 3,349.83 2 43.97 3,517.32 3 46.16 3,693.19 4 48.47 3,877.84 Page 120 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 34 of 74 3079 MM GIS MANAGER 0 54.56 4,364.72 1 57.29 4,582.95 2 60.15 4,812.10 3 63.16 5,052.70 4 66.32 5,305.34 3077 ACE GIS TECHNICIAN 0 32.61 2,609.19 1 34.25 2,739.64 2 35.96 2,876.62 3 37.76 3,020.45 4 39.64 3,171.48 2775 ACE GRAPHIC DESIGNER 0 33.29 2,662.88 1 34.95 2,796.02 2 36.70 2,935.83 3 38.53 3,082.62 4 40.46 3,236.75 5763 UCHR HAND CREW LEAD 0 23.41 -- 1 24.58 -- 2 25.81 -- 3 27.10 -- 4 28.46 -- 5761 UCHR HAND CREW MEMBER 0 20.36 -- 1 21.38 -- 2 22.45 -- 3 23.57 -- 4 24.75 -- 4325 ACE HOMELESS SERVICES SPEC I 0 31.47 2,517.85 1 33.05 2,643.74 2 34.70 2,775.93 3 36.43 2,914.73 4 38.26 3,060.47 4323 ACE HOMELESS SERVICES SPEC II 0 34.62 2,769.64 1 36.35 2,908.12 2 38.17 3,053.53 3 40.08 3,206.21 4 42.08 3,366.52 Page 121 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 35 of 74 4321 MM HOMELESS SOLUTIONS MANAGER 0 59.97 4,797.33 1 62.97 5,037.20 2 66.11 5,289.06 3 69.42 5,553.51 4 72.89 5,831.19 4311 MM HOUSING MANAGER 0 59.61 4,769.11 1 62.59 5,007.56 2 65.72 5,257.94 3 69.01 5,520.84 4 72.46 5,796.88 3310 PRCF HUMAN RESOURCES ANALYST 0 42.99 3,439.50 1 45.14 3,611.47 2 47.40 3,792.05 3 49.77 3,981.65 4 52.26 4,180.73 3312 UCHR HUMAN RESOURCES ANALYST 0 42.99 -- 1 45.14 -- 2 47.40 -- 3 49.77 -- 4 52.26 -- 3331 SM HUMAN RESOURCES MANAGER 0 70.49 5,639.25 1 -- -- 2 -- -- 3 81.60 6,528.13 4 85.68 6,854.54 3332 UCHR HUMAN RESOURCES MANAGER 0 62.02 -- 1 -- -- 2 -- -- 3 -- -- 4 75.38 -- 3315 CONF HUMAN RESOURCES TECHNICIAN 0 31.55 2,524.19 1 33.13 2,650.40 2 34.79 2,782.92 3 36.53 2,922.07 4 38.35 3,068.16 Page 122 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 36 of 74 6430 ACE HVAC TECHNICIAN 0 35.34 2,827.16 1 37.11 2,968.52 2 38.96 3,116.94 3 40.91 3,272.79 4 42.96 3,436.43 5104 SM INFO TECHNOLOGY MANAGER 0 72.03 5,762.06 1 74.75 5,980.31 2 -- -- 3 -- -- 4 87.55 7,003.83 3033 SM INFO TECHNOLOGY PROJ MANAGER 0 64.63 5,170.60 1 67.86 5,429.12 2 70.68 5,654.25 3 -- -- 4 78.56 6,284.90 3055 PROF INFO TECHNOLOGY SEC ANALYST 0 54.88 4,390.26 1 57.62 4,609.77 2 60.50 4,840.26 3 63.53 5,082.28 4 66.70 5,336.39 3017 ACE INFO TECHNOLOGY TECHNICIAN 0 33.42 2,673.44 1 35.09 2,807.11 2 36.84 2,947.47 3 38.69 3,094.83 4 40.62 3,249.58 3018 UCHR INFO TECHNOLOGY TECHNICIAN 0 33.42 -- 1 35.09 -- 2 36.84 -- 3 38.69 -- 4 40.62 -- 4038 UCHR INTERIM DIR OF DEV SVCS (HRLY) 0 101.04 -- 1 -- -- 2 -- -- 3 -- -- 4 122.82 -- Page 123 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 37 of 74 0269 UCHR INTERN - GRADUATE 0 18.15 -- 1 19.05 -- 2 20.01 -- 3 21.01 -- 4 22.06 -- 0267 UCHR INTERN - UNDERGRADUATE 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 4480 PROF LANDSCAPE ARCHITECT 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.85 3 57.49 4,598.85 4 60.36 4,828.79 6291 ACE LANDSCAPE INSPECTOR 0 39.98 3,198.20 1 41.98 3,358.11 2 44.08 3,526.01 3 46.28 3,702.31 4 48.59 3,887.43 4482 ACE LANDSCAPE PLANNER I 0 38.88 3,110.10 1 40.82 3,265.61 2 42.86 3,428.89 3 45.00 3,600.33 4 47.25 3,780.35 4483 ACE LANDSCAPE PLANNER II 0 42.76 3,421.11 1 44.90 3,592.17 2 47.15 3,771.78 3 49.50 3,960.37 4 51.98 4,158.39 5111 ACE LATENT PRINT EXAMINER 0 43.03 3,442.79 1 45.19 3,614.93 2 47.45 3,795.68 3 49.82 3,985.45 4 52.31 4,184.73 Page 124 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 38 of 74 2465 MMUC LAW OFFICE MANAGER 0 41.71 3,336.60 1 42.57 3,405.21 2 -- -- 3 -- -- 4 50.70 4,055.66 2466 UCHR LAW OFFICE MGR (HOURLY) 0 41.71 -- 1 43.79 -- 2 45.98 -- 3 48.28 -- 4 50.70 -- 6663 ACE LEAD CUSTODIAN 0 25.34 2,026.91 1 26.60 2,128.26 2 27.93 2,234.67 3 29.33 2,346.40 4 30.80 2,463.72 0183 CONF LEGAL ASSISTANT 0 31.79 2,542.80 1 33.37 2,669.93 2 35.04 2,803.43 3 36.80 2,943.60 4 38.63 3,090.78 7075 ACE LIBRARIAN I 0 32.26 2,580.54 1 33.87 2,709.57 2 35.56 2,845.05 3 37.34 2,987.30 4 39.21 3,136.67 7076 UCHR LIBRARIAN I 0 32.26 -- 1 33.87 -- 2 35.56 -- 3 37.34 -- 4 39.21 -- 7073 ACE LIBRARIAN II 0 35.48 2,838.60 1 37.26 2,980.53 2 39.12 3,129.56 3 41.08 3,286.04 4 43.13 3,450.33 Page 125 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 39 of 74 7071 ACE LIBRARIAN III 0 39.03 3,122.46 1 40.98 3,278.58 2 43.03 3,442.51 3 45.18 3,614.64 4 47.44 3,795.37 7181 UCHR LIBRARY AIDE 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 7157 ACE LIBRARY ASSISTANT 0 23.46 1,876.78 1 24.63 1,970.62 2 25.86 2,069.15 3 27.16 2,172.61 4 28.52 2,281.24 7091 ACE LIBRARY ASSOCIATE 0 28.15 2,252.13 1 29.56 2,364.75 2 31.04 2,482.98 3 32.59 2,607.13 4 34.22 2,737.49 7092 UCHR LIBRARY ASSOCIATE 0 28.15 -- 1 29.56 -- 2 31.04 -- 3 32.59 -- 4 34.22 -- 7029 MM LIBRARY OPERATIONS MANAGER 0 59.17 4,733.83 1 62.13 4,970.52 2 65.24 5,219.05 3 68.50 5,480.00 4 71.93 5,754.00 7121 ACE LIBRARY TECHNICIAN 0 25.59 2,047.40 1 26.87 2,149.77 2 28.22 2,257.26 3 29.63 2,370.11 4 31.11 2,488.63 Page 126 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 40 of 74 7587 UCHR LIFEGUARD I 0 17.18 -- 1 18.04 -- 2 18.94 -- 3 19.89 -- 4 20.88 -- 7585 UCHR LIFEGUARD II 0 18.90 -- 1 19.84 -- 2 20.83 -- 3 21.87 -- 4 22.97 -- 6443 ACE LOCKSMITH 0 35.34 2,827.16 1 37.11 2,968.52 2 38.96 3,116.94 3 40.91 3,272.79 4 42.96 3,436.43 6377 ACE MAINTENANCE WORKER I 0 24.94 1,995.54 1 26.19 2,095.31 2 27.50 2,200.08 3 28.88 2,310.07 4 30.32 2,425.58 6379 UCHR MAINTENANCE WORKER I 0 24.94 -- 1 26.19 -- 2 27.50 -- 3 28.88 -- 4 30.32 -- 6373 ACE MAINTENANCE WORKER II 0 27.44 2,195.09 1 28.81 2,304.83 2 30.25 2,420.08 3 31.76 2,541.08 4 33.35 2,668.14 0228 CONF MANAGEMENT ANALYST I 0 37.00 2,959.92 1 38.85 3,107.92 2 40.79 3,263.32 3 42.83 3,426.49 4 44.97 3,597.80 Page 127 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 41 of 74 0229 ACE MANAGEMENT ANALYST I 0 37.00 2,959.92 1 38.85 3,107.92 2 40.79 3,263.32 3 42.83 3,426.49 4 44.97 3,597.80 0224 CONF MANAGEMENT ANALYST II 0 40.70 3,255.91 1 42.73 3,418.72 2 44.87 3,589.65 3 47.11 3,769.13 4 49.47 3,957.59 0227 ACE MANAGEMENT ANALYST II 0 40.70 3,255.91 1 42.73 3,418.72 2 44.87 3,589.65 3 47.11 3,769.13 4 49.47 3,957.59 2001 MY MAYOR 0 -- -- 1 -- -- 2 -- -- 3 -- -- 4 77.65 6,212.30 6550 ACE MECHANIC ASSISTANT 0 27.18 2,174.05 1 28.53 2,282.75 2 29.96 2,396.89 3 31.46 2,516.73 4 33.03 2,642.57 0230 UCHR MGMT ANALYST I (HOURLY) 0 37.00 -- 1 38.85 -- 2 40.79 -- 3 42.83 -- 4 44.97 -- 0221 UCHR MGMT ANALYST II (HOURLY) 0 40.70 -- 1 42.73 -- 2 44.87 -- 3 47.11 -- 4 49.47 -- Page 128 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 42 of 74 5571 PROF MULTIMEDIA DESIGNER 0 38.95 3,116.31 1 40.90 3,272.12 2 42.95 3,435.73 3 45.09 3,607.51 4 47.35 3,787.89 5569 ACE MULTIMEDIA PRODUCTON SPCLST 0 32.11 2,568.69 1 33.71 2,697.12 2 35.40 2,831.99 3 37.17 2,973.58 4 39.03 3,122.26 0160 UCHR OFFICE SPECIALIST 0 22.62 -- 1 23.76 -- 2 24.94 -- 3 26.19 -- 4 27.50 -- 0161 ACE OFFICE SPECIALIST 0 22.62 1,809.98 1 23.76 1,900.48 2 24.94 1,995.50 3 26.19 2,095.28 4 27.50 2,200.04 0162 ACE OFFICE SPECIALIST-MAYOR 0 22.62 1,809.98 1 23.76 1,900.48 2 24.94 1,995.50 3 26.19 2,095.28 4 27.50 2,200.04 6311 ACE OPEN SPACE INSPECTOR 0 39.98 3,198.20 1 41.98 3,358.11 2 44.08 3,526.01 3 46.28 3,702.31 4 48.59 3,887.43 6302 MM OPEN SPACE MANAGER 0 56.01 4,481.10 1 58.81 4,705.15 2 61.76 4,940.41 3 64.84 5,187.43 4 68.09 5,446.80 Page 129 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 43 of 74 6434 ACE PAINTER 0 32.13 2,570.15 1 33.73 2,698.65 2 35.42 2,833.58 3 37.19 2,975.26 4 39.05 3,124.02 2475 CONF PARALEGAL 0 34.11 2,728.80 1 35.82 2,865.25 2 37.61 3,008.51 3 39.49 3,158.94 4 41.46 3,316.89 2476 UCHR PARALEGAL 0 34.11 -- 1 35.82 -- 2 37.61 -- 3 39.49 -- 4 41.46 -- 5655 NIAF PARAMEDIC (NON-SAFETY) - A 0 22.74 1 23.88 2 25.08 3 26.33 4 27.65 5653 NIAF PARAMEDIC (NON-SAFETY) - C 0 36.39 1 38.21 2 40.12 3 42.13 4 44.23 5656 UCHR PARAMEDIC (NS/HRLY) 0 22.74 -- 1 23.88 -- 2 25.08 -- 3 26.33 -- 4 27.65 -- 5654 NIAF PARAMEDIC RECRUIT (NS) 0 -- 1 -- 2 -- 3 -- 4 19.08 Page 130 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 44 of 74 7434 UCHR PARK RANGER 0 17.25 -- 1 18.11 -- 2 19.02 -- 3 19.97 -- 4 20.97 -- 7431 PROF PARK RANGER PROGRAM MANAGER 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.85 3 57.49 4,598.85 4 60.36 4,828.79 7441 ACE PARK RANGER SUPERVISOR 0 38.62 3,089.42 1 40.55 3,243.88 2 42.58 3,406.08 3 44.70 3,576.38 4 46.94 3,755.20 5154 ACE PARKING ENFORCEMENT OFFICER 0 24.17 1,933.89 1 25.38 2,030.58 2 26.65 2,132.12 3 27.98 2,238.73 4 29.38 2,350.66 3693 ACE PARKING METER TECHNICIAN 0 26.59 2,127.28 1 27.92 2,233.64 2 29.32 2,345.33 3 30.78 2,462.60 4 32.32 2,585.72 6619 ACE PARKS MAINT WORKER I 0 24.94 1,995.54 1 26.19 2,095.31 2 27.50 2,200.08 3 28.88 2,310.07 4 30.32 2,425.58 6620 UCHR PARKS MAINT WORKER I (HOURLY) 0 24.94 -- 1 26.19 -- 2 27.50 -- 3 28.88 -- 4 30.32 -- Page 131 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 45 of 74 6617 ACE PARKS MAINT WORKER II 0 27.44 2,195.09 1 28.81 2,304.83 2 30.25 2,420.08 3 31.76 2,541.08 4 33.35 2,668.14 6604 MM PARKS MANAGER 0 56.01 4,481.10 1 58.81 4,705.15 2 61.76 4,940.41 3 64.84 5,187.43 4 68.09 5,446.80 6605 ACE PARKS SUPERVISOR 0 38.62 3,089.42 1 40.55 3,243.88 2 42.58 3,406.08 3 44.70 3,576.38 4 46.94 3,755.20 3665 CONF PAYROLL SPECIALIST 0 33.10 2,648.23 1 34.76 2,780.63 2 36.50 2,919.66 3 38.32 3,065.65 4 40.24 3,218.93 3663 MMCF PAYROLL SUPERVISOR 0 43.38 3,470.44 1 45.55 3,643.96 2 47.83 3,826.16 3 50.22 4,017.47 4 52.73 4,218.34 5061 POA PEACE OFFICER 0 48.34 3,867.52 1 50.76 4,060.89 2 53.30 4,263.92 3 55.96 4,477.12 4 58.76 4,700.98 5 61.70 4,936.03 Page 132 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 46 of 74 4731 MM PLAN CHECK SUPERVISOR 0 63.87 5,109.89 1 67.07 5,365.38 2 70.42 5,633.65 3 73.94 5,915.33 4 77.64 6,211.10 4753 ACE PLAN CHECK TECHNICIAN 0 36.05 2,884.38 1 37.86 3,028.61 2 39.75 3,180.03 3 41.74 3,339.03 4 43.82 3,505.99 4727 SM PLANNING MANAGER 0 76.15 6,092.02 1 -- -- 2 83.40 6,671.78 3 -- -- 4 92.56 7,404.88 4527 ACE PLANNING TECHNICIAN 0 32.22 2,577.80 1 33.83 2,706.69 2 35.53 2,842.02 3 37.30 2,984.13 4 39.17 3,133.34 6432 ACE PLUMBER 0 35.34 2,827.16 1 37.11 2,968.52 2 38.96 3,116.94 3 40.91 3,272.79 4 42.96 3,436.43 5219 UCHR POL WELLNESS COORDINATOR 0 45.92 -- 1 48.21 -- 2 50.62 -- 3 53.15 -- 4 55.81 -- 5025 SM POLICE ADMIN SVCS ADMINISTRATR 0 67.94 5,435.14 1 -- -- 2 -- -- 3 81.04 6,482.91 4 82.58 6,606.44 Page 133 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 47 of 74 5051 POA POLICE AGENT 0 53.23 4,258.75 1 55.90 4,471.69 2 58.69 4,695.26 3 61.63 4,930.01 4 64.71 5,176.51 5 67.94 5,435.35 5022 SM POLICE CAPTAIN 0 98.58 7,886.17 1 -- -- 2 -- -- 3 -- -- 4 119.82 9,585.70 5258 ACE POLICE COMM RELATIONS SPEC 0 30.58 2,446.37 1 32.11 2,568.69 2 33.71 2,697.12 3 35.40 2,831.99 4 37.17 2,973.58 5185 MM POLICE COMMUNICATIONS SYS MGR 0 63.74 5,099.13 1 66.93 5,354.09 2 70.27 5,621.80 3 73.79 5,902.89 4 77.48 6,198.03 5187 UCHR POLICE DISPATCH CALLTAKER 0 29.07 -- 1 30.53 -- 2 32.05 -- 3 33.66 -- 4 35.34 -- 5180 UCHR POLICE DISPATCHER 0 37.30 -- 1 39.16 -- 2 41.12 -- 3 43.18 -- 4 45.34 -- Page 134 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 48 of 74 5181 ACE POLICE DISPATCHER 0 37.30 2,983.87 1 39.16 3,133.05 2 41.12 3,289.71 3 43.18 3,454.20 4 45.34 3,626.91 5183 ACE POLICE DISPATCHER SUPERVISOR 0 43.90 3,511.64 1 46.09 3,687.22 2 48.39 3,871.58 3 50.81 4,065.16 4 53.36 4,268.42 5179 ACE POLICE DISPATCHER TRAINEE 0 33.91 2,712.61 1 35.60 2,848.24 2 37.38 2,990.65 3 39.25 3,140.18 4 41.21 3,297.19 5191 ACE POLICE FACILITY & SUPPLY COORD 0 31.14 2,491.04 1 32.69 2,615.59 2 34.33 2,746.37 3 36.05 2,883.69 4 37.85 3,027.87 5031 POA POLICE LIEUTENANT 0 73.49 5,879.04 1 77.16 6,172.99 2 81.02 6,481.64 3 85.07 6,805.74 4 89.33 7,146.03 5 93.79 7,503.33 5203 ACE POLICE RECORDS & SUPPORT SUPV 0 31.73 2,538.43 1 33.32 2,665.35 2 34.98 2,798.62 3 36.73 2,938.55 4 38.57 3,085.48 Page 135 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 49 of 74 5204 UCHR POLICE RECORDS & SUPPORT SUPV 0 31.73 -- 1 33.32 -- 2 34.98 -- 3 36.73 -- 4 38.57 -- 0165 ACE POLICE RECORDS SPECIALIST 0 23.99 1,919.42 1 25.19 2,015.39 2 26.45 2,116.16 3 27.77 2,221.97 4 29.16 2,333.07 0166 UCHR POLICE RECORDS SPECIALIST 0 23.99 -- 1 25.19 -- 2 26.45 -- 3 27.77 -- 4 29.16 -- 5071 ACE POLICE RECRUIT 0 36.26 2,900.87 1 38.07 3,045.90 2 39.98 3,198.20 3 41.98 3,358.11 4 44.08 3,526.02 5041 POA POLICE SERGEANT 0 61.24 4,898.84 1 64.30 5,143.78 2 67.51 5,400.98 3 70.89 5,671.02 4 74.43 5,954.57 5 78.15 6,252.30 5415 ACE POLICE SERVICES TECHNICIAN 0 30.39 2,431.18 1 31.91 2,552.74 2 33.50 2,680.38 3 35.18 2,814.39 4 36.94 2,955.11 Page 136 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 50 of 74 5207 UCHR POLICE SUPPORT SERVICES AIDE 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 5205 MM POLICE SUPPORT SERVICES MGR 0 50.26 4,020.53 1 52.77 4,221.56 2 55.41 4,432.63 3 58.18 4,654.27 4 61.09 4,886.98 5209 MM POLICE TECHNOLOGY MANAGER 0 54.56 4,364.72 1 57.29 4,582.95 2 60.15 4,812.10 3 63.16 5,052.70 4 66.32 5,305.34 5107 ACE POLICE TECHNOLOGY SPECIALIST 0 45.47 3,637.22 1 47.74 3,819.08 2 50.13 4,010.04 3 52.63 4,210.54 4 55.26 4,421.07 2013 PRUC POLICY AIDE 0 33.35 2,667.69 1 35.01 2,801.08 2 36.76 2,941.13 3 38.60 3,088.19 4 40.53 3,242.60 3629 MMCF PRINCIPAL ACCOUNTANT 0 52.97 4,237.87 1 55.62 4,449.76 2 58.40 4,672.25 3 61.32 4,905.86 4 64.39 5,151.16 6021 MM PRINCIPAL CIVIL ENGINEER 0 74.16 5,933.17 1 77.87 6,229.83 2 81.77 6,541.32 3 85.85 6,868.39 4 90.15 7,211.81 Page 137 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 51 of 74 2724 MM PRINCIPAL ECON DEV SPECIALIST 0 59.89 4,790.94 1 62.88 5,030.49 2 66.03 5,282.01 3 69.33 5,546.11 4 72.79 5,823.42 3305 MMCF PRINCIPAL HR ANALYST 0 56.86 4,548.73 1 59.70 4,776.17 2 62.69 5,014.98 3 65.82 5,265.73 4 69.11 5,529.02 4486 MM PRINCIPAL LANDSCAPE ARCHITECT 0 59.89 4,790.94 1 62.88 5,030.49 2 66.03 5,282.01 3 69.33 5,546.11 4 72.79 5,823.42 7051 MM PRINCIPAL LIBRARIAN 0 49.31 3,944.86 1 51.78 4,142.10 2 54.37 4,349.21 3 57.08 4,566.67 4 59.94 4,795.00 0208 PROF PRINCIPAL MANAGEMENT ANALYST 0 54.15 4,331.99 1 56.86 4,548.59 2 59.70 4,776.02 3 62.69 5,014.82 4 65.82 5,265.56 0214 PRCF PRINCIPAL MANAGEMENT ANALYST 0 54.15 4,331.99 1 56.86 4,548.59 2 59.70 4,776.02 3 62.69 5,014.82 4 65.82 5,265.56 0209 UCHR PRINCIPAL MGMT ANALYST (HRLY) 0 54.15 -- 1 56.86 -- 2 59.70 -- 3 62.69 -- 4 65.82 -- Page 138 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 52 of 74 4431 MM PRINCIPAL PLANNER 0 59.89 4,790.94 1 62.88 5,030.49 2 66.03 5,282.01 3 69.33 5,546.11 4 72.79 5,823.42 7410 MM PRINCIPAL RECREATION MANAGER 0 56.90 4,552.28 1 59.75 4,779.89 2 62.74 5,018.88 3 65.87 5,269.83 4 69.17 5,533.32 3363 MMCF PRINCIPAL RISK MANAGEMENT SPEC 0 56.96 4,557.12 1 59.81 4,784.97 2 62.80 5,024.22 3 65.94 5,275.43 4 69.24 5,539.20 6020 MM PRINCIPAL TRAFFIC ENGINEER 0 74.16 5,933.17 1 77.87 6,229.83 2 81.77 6,541.32 3 85.85 6,868.39 4 90.15 7,211.81 3717 MM PROCUREMENT SERVICES ANALYST 0 51.59 4,127.31 1 54.17 4,333.67 2 56.88 4,550.36 3 59.72 4,777.88 4 62.71 5,016.77 3721 ACE PROCUREMENT SPECIALIST 0 35.34 2,826.88 1 37.10 2,968.22 2 38.96 3,116.64 3 40.91 3,272.47 4 42.95 3,436.09 3090 PROF PROGRAMMER ANALYST 0 48.58 3,886.76 1 51.01 4,081.10 2 53.56 4,285.15 3 56.24 4,499.41 4 59.05 4,724.38 Page 139 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 53 of 74 4217 ACE PROJECT COORDINATOR I 0 38.88 3,110.10 1 40.82 3,265.61 2 42.86 3,428.89 3 45.00 3,600.33 4 47.25 3,780.35 4215 ACE PROJECT COORDINATOR II 0 42.76 3,421.11 1 44.90 3,592.17 2 47.15 3,771.78 3 49.50 3,960.37 4 51.98 4,158.39 5127 ACE PROPERTY & EVIDENCE SPECIALIST 0 25.83 2,066.28 1 27.12 2,169.59 2 28.48 2,278.07 3 29.90 2,391.97 4 31.39 2,511.58 5121 ACE PROPERTY & EVIDENCE SUPERVISOR 0 34.16 2,732.66 1 35.87 2,869.29 2 37.66 3,012.75 3 39.54 3,163.39 4 41.52 3,321.56 2784 UCHR PUBLIC INFO SPECIALIST (HRLY) 0 35.57 -- 1 37.35 -- 2 39.22 -- 3 41.18 -- 4 43.24 -- 2782 CONF PUBLIC INFORMATION SPECIALIST 0 35.57 2,845.71 1 37.35 2,988.00 2 39.22 3,137.40 3 41.18 3,294.27 4 43.24 3,458.98 2783 ACE PUBLIC INFORMATION SPECIALIST 0 35.57 2,845.71 1 37.35 2,988.00 2 39.22 3,137.40 3 41.18 3,294.27 4 43.24 3,458.98 Page 140 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 54 of 74 5254 ACE PUBLIC SAFETY ANALYST 0 38.93 3,114.01 1 40.87 3,269.70 2 42.91 3,433.19 3 45.06 3,604.85 4 47.31 3,785.09 5256 UCHR PUBLIC SAFETY ANALYST 0 38.93 -- 1 40.87 -- 2 42.91 -- 3 45.06 -- 4 47.31 -- 6111 MM PUBLIC WORKS INSP MANAGER 0 57.13 4,570.24 1 59.98 4,798.76 2 62.98 5,038.69 3 66.13 5,290.63 4 69.44 5,555.16 6123 ACE PUBLIC WORKS INSPECTOR I 0 36.34 2,907.46 1 38.16 3,052.83 2 40.07 3,205.47 3 42.07 3,365.74 4 44.18 3,534.03 6121 ACE PUBLIC WORKS INSPECTOR II 0 39.98 3,198.20 1 41.98 3,358.11 2 44.08 3,526.01 3 46.28 3,702.31 4 48.59 3,887.43 6336 MM PUBLIC WORKS MANAGER 0 60.96 4,876.57 1 64.01 5,120.40 2 67.21 5,376.42 3 70.57 5,645.24 4 74.09 5,927.50 6712 ACE PUBLIC WORKS SPECIALIST 0 30.05 2,403.65 1 31.55 2,523.83 2 33.13 2,650.03 3 34.78 2,782.53 4 36.52 2,921.66 Page 141 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 55 of 74 6327 SM PUBLIC WORKS SUPERINTENDENT 0 77.87 6,229.83 1 81.77 6,541.32 2 85.85 6,868.39 3 90.15 7,211.81 4 94.66 7,572.40 6337 ACE PUBLIC WORKS SUPERVISOR 0 43.55 3,483.60 1 45.76 3,660.93 2 48.01 3,840.67 3 50.41 4,032.70 4 52.93 4,234.34 6392 ACE PUMP MAINTENANCE SUPERVISOR 0 45.72 3,657.78 1 48.01 3,840.67 2 50.41 4,032.70 3 52.93 4,234.34 4 55.58 4,446.05 6396 ACE PUMP MAINTENANCE TECHNICIAN 0 37.11 2,968.52 1 38.96 3,116.95 2 40.91 3,272.79 3 42.96 3,436.43 4 45.10 3,608.25 3711 SM PURCHASING AGENT 0 63.22 5,057.77 1 -- -- 2 -- -- 3 -- -- 4 76.85 6,147.75 5417 ACE RANGE MASTER 0 29.25 2,340.01 1 30.71 2,457.01 2 32.25 2,579.86 3 33.86 2,708.85 4 35.55 2,844.29 6037 MMUC REAL PROPERTY MANAGER 0 64.89 5,191.57 1 68.14 5,451.15 2 71.55 5,723.71 3 75.12 6,009.90 4 78.88 6,310.39 Page 142 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 56 of 74 2211 MM RECORDS MANAGER 0 46.44 3,715.41 1 48.76 3,901.19 2 51.20 4,096.24 3 53.76 4,301.06 4 56.45 4,516.11 2217 ACE RECORDS SPECIALIST 0 24.89 1,990.98 1 26.13 2,090.53 2 27.44 2,195.05 3 28.81 2,304.80 4 30.25 2,420.04 7605 UCHR RECREATION AIDE 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 7603 UCHR RECREATION LEADER 0 18.98 -- 1 19.92 -- 2 20.92 -- 3 21.97 -- 4 23.06 -- 7601 UCHR RECREATION SPECIALIST 0 22.77 -- 1 23.91 -- 2 25.10 -- 3 26.36 -- 4 27.68 -- 7425 ACE RECREATION SUPERVISOR I 0 31.53 2,522.36 1 33.11 2,648.48 2 34.76 2,780.90 3 36.50 2,919.96 4 38.32 3,065.95 7426 UCHR RECREATION SUPERVISOR I 0 31.53 -- 1 33.11 -- 2 34.76 -- 3 36.50 -- 4 38.32 -- Page 143 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 57 of 74 7423 ACE RECREATION SUPERVISOR II 0 34.68 2,774.60 1 36.42 2,913.33 2 38.24 3,059.00 3 40.15 3,211.95 4 42.16 3,372.55 7422 ACE RECREATION SUPERVISOR III 0 39.88 3,190.79 1 41.88 3,350.33 2 43.97 3,517.85 3 46.17 3,693.74 4 48.48 3,878.43 2742 ACE RECYCLING SPECIALIST I 0 34.91 2,792.71 1 36.65 2,932.34 2 38.49 3,078.96 3 40.41 3,232.90 4 42.43 3,394.55 2744 ACE RECYCLING SPECIALIST II 0 38.40 3,071.97 1 40.32 3,225.57 2 42.34 3,386.85 3 44.45 3,556.19 4 46.68 3,734.00 5307 ACE REGISTERED VETERINARY TECH 0 29.25 2,340.01 1 30.71 2,457.01 2 32.25 2,579.86 3 33.86 2,708.85 4 35.55 2,844.29 5312 UCHR REGISTERED VETERINARY TECH 0 29.25 -- 1 30.71 -- 2 32.25 -- 3 33.86 -- 4 35.55 -- 3689 SM REVENUE MANAGER 0 67.94 5,435.14 1 -- -- 2 -- -- 3 78.08 6,246.54 4 82.58 6,606.44 Page 144 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 58 of 74 3367 PRCF RISK MANAGEMENT SPECIALIST 0 43.07 3,445.83 1 45.23 3,618.13 2 47.49 3,799.03 3 49.86 3,988.98 4 52.36 4,188.43 3368 UCHR RISK MGMT SPECIALIST (HOURLY) 0 43.07 -- 1 45.23 -- 2 47.49 -- 3 49.86 -- 4 52.36 -- 3371 MMCF SAFETY PROGRAM MGR 0 56.96 4,557.12 1 59.81 4,784.97 2 62.80 5,024.22 3 65.94 5,275.43 4 69.24 5,539.20 0231 UCHR SEASONAL ASSISTANT 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 0171 ACE SECRETARY 0 24.89 1,990.98 1 26.13 2,090.53 2 27.44 2,195.05 3 28.81 2,304.80 4 30.25 2,420.04 3630 MMCF SENIOR ACCOUNTANT 0 46.98 3,758.75 1 49.33 3,946.69 2 51.80 4,144.02 3 54.39 4,351.23 4 57.11 4,568.79 3651 ACE SENIOR ACCOUNTING ASSISTANT 0 29.29 2,343.10 1 30.75 2,460.24 2 32.29 2,583.26 3 33.91 2,712.42 4 35.60 2,848.04 Page 145 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 59 of 74 0185 ACE SENIOR ADMIN SECRETARY 0 34.62 2,769.64 1 36.35 2,908.12 2 38.17 3,053.53 3 40.08 3,206.21 4 42.08 3,366.52 5345 ACE SENIOR ANIMAL CARE SPECIALIST 0 28.03 2,242.51 1 29.43 2,354.64 2 30.90 2,472.36 3 32.45 2,595.99 4 34.07 2,725.78 3089 PROF SENIOR APPLICATION SUPP SPEC 0 48.71 3,896.48 1 51.14 4,091.30 2 53.70 4,295.86 3 56.38 4,510.66 4 59.20 4,736.19 2403 SM SENIOR ASSISTANT CITY ATTORNEY 0 94.33 7,546.05 1 -- -- 2 -- -- 3 -- -- 4 114.65 9,172.28 4781 ACE SENIOR BUILDING INSPECTOR 0 46.17 3,693.91 1 48.48 3,878.62 2 50.91 4,072.54 3 53.45 4,276.17 4 56.12 4,489.98 4507 ACE SENIOR BUSINESS LICENSE REP 0 29.29 2,343.10 1 30.75 2,460.24 2 32.29 2,583.26 3 33.91 2,712.42 4 35.60 2,848.04 6019 WCE SENIOR CIVIL ENGINEER 0 64.12 5,129.33 1 67.32 5,385.79 2 70.69 5,655.08 3 74.22 5,937.84 4 77.93 6,234.73 Page 146 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 60 of 74 4763 ACE SENIOR CODE ENFORCEMNT OFFICER 0 44.03 3,522.46 1 46.23 3,698.58 2 48.54 3,883.51 3 50.97 4,077.69 4 53.52 4,281.56 6204 ACE SENIOR CONSERVATION SPECIALIST 0 44.16 3,532.77 1 46.37 3,709.41 2 48.69 3,894.88 3 51.12 4,089.62 4 53.68 4,294.10 2025 UCHR SENIOR COUNCIL ASSISTANT 0 32.55 -- 1 34.18 -- 2 35.88 -- 3 37.68 -- 4 39.56 -- 2027 CONF SENIOR COUNCIL ASSISTANT 0 32.55 2,603.87 1 34.18 2,734.06 2 35.88 2,870.77 3 37.68 3,014.31 4 39.56 3,165.03 2208 MMUC SENIOR DEPUTY CITY CLERK 0 45.82 3,665.33 1 48.11 3,848.60 2 50.51 4,041.03 3 53.04 4,243.08 4 55.69 4,455.23 2725 PROF SENIOR ECON DEVELOPMENT SPEC 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.85 3 57.49 4,598.85 4 60.36 4,828.79 6442 ACE SENIOR ELECTRICIAN 0 40.64 3,251.23 1 42.67 3,413.79 2 44.81 3,584.48 3 47.05 3,763.70 4 49.40 3,951.90 Page 147 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 61 of 74 6471 ACE SENIOR ELECTRONICS TECHNICIAN 0 44.70 3,576.35 1 46.94 3,755.17 2 49.29 3,942.93 3 51.75 4,140.08 4 54.34 4,347.08 6059 ACE SENIOR ENGINEERING TECHNICIAN 0 41.46 3,317.04 1 43.54 3,482.89 2 45.71 3,657.05 3 48.00 3,839.89 4 50.40 4,031.88 6512 ACE SENIOR EQUIPMENT MECHANIC 0 37.79 3,022.82 1 39.67 3,173.96 2 41.66 3,332.66 3 43.74 3,499.29 4 45.93 3,674.25 5529 IAFF SENIOR FIRE INSPECTOR/INVESTIG 0 47.97 3,837.39 1 50.37 4,029.25 2 52.88 4,230.72 3 55.53 4,442.27 4 58.30 4,664.35 5 61.22 4,897.57 0175 ACE SENIOR FISCAL OFFICE SPECIALST 0 26.13 2,090.53 1 27.44 2,195.05 2 28.81 2,304.80 3 30.25 2,420.04 4 31.76 2,541.04 3073 ACE SENIOR GIS ANALYST 0 43.87 3,509.34 1 46.06 3,684.81 2 48.36 3,869.05 3 50.78 4,062.50 4 53.32 4,265.63 Page 148 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 62 of 74 2764 PROF SENIOR GRAPHIC DESIGNER 0 40.99 3,279.59 1 43.04 3,443.57 2 45.20 3,615.76 3 47.46 3,796.54 4 49.83 3,986.36 3308 PRCF SENIOR HR ANALYST 0 49.44 3,955.42 1 51.91 4,153.19 2 54.51 4,360.85 3 57.24 4,578.89 4 60.10 4,807.84 3313 UCHR SENIOR HR ANALYST 0 49.44 -- 1 51.91 -- 2 54.51 -- 3 57.24 -- 4 60.10 -- 3316 CONF SENIOR HR TECHNICIAN 0 36.29 2,902.82 1 38.10 3,047.96 2 40.00 3,200.36 3 42.00 3,360.38 4 44.10 3,528.39 6441 ACE SENIOR HVAC TECHNICIAN 0 40.64 3,251.23 1 42.67 3,413.79 2 44.81 3,584.48 3 47.05 3,763.70 4 49.40 3,951.90 3012 PROF SENIOR INFO TECH SUPPORT SPEC 0 44.78 3,582.19 1 47.02 3,761.30 2 49.37 3,949.37 3 51.84 4,146.84 4 54.43 4,354.18 3031 PROF SENIOR ITS/POL SPEC II (T) 0 47.42 3,793.21 1 49.79 3,982.87 2 52.28 4,182.01 3 54.89 4,391.11 4 57.63 4,610.67 Page 149 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 63 of 74 6285 WCE SENIOR LAND SURVEYOR 0 64.12 5,129.33 1 67.32 5,385.79 2 70.69 5,655.08 3 74.22 5,937.84 4 77.93 6,234.73 6295 ACE SENIOR LANDSCAPE INSPECTOR 0 45.97 3,677.93 1 48.27 3,861.82 2 50.69 4,054.91 3 53.22 4,257.66 4 55.88 4,470.54 5110 ACE SENIOR LATENT PRINT EXAMINER 0 49.49 3,959.20 1 51.96 4,157.17 2 54.56 4,365.03 3 57.29 4,583.28 4 60.16 4,812.44 2463 CONF SENIOR LEGAL ASSISTANT 0 34.96 2,797.08 1 36.71 2,936.93 2 38.55 3,083.78 3 40.47 3,237.97 4 42.50 3,399.87 7053 MM SENIOR LIBRARIAN 0 39.91 3,192.93 1 41.91 3,352.58 2 44.00 3,520.21 3 46.20 3,696.22 4 48.51 3,881.03 7589 UCHR SENIOR LIFEGUARD 0 20.79 -- 1 21.82 -- 2 22.92 -- 3 24.06 -- 4 25.26 -- 6371 ACE SENIOR MAINTENANCE WORKER 0 32.93 2,634.10 1 34.57 2,765.81 2 36.30 2,904.10 3 38.12 3,049.31 4 40.02 3,201.77 Page 150 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 64 of 74 0206 PROF SENIOR MANAGEMENT ANALYST 0 46.99 3,759.17 1 49.34 3,947.12 2 51.81 4,144.48 3 54.40 4,351.70 4 57.12 4,569.29 0226 PRCF SENIOR MANAGEMENT ANALYST 0 46.99 3,759.17 1 49.34 3,947.12 2 51.81 4,144.48 3 54.40 4,351.70 4 57.12 4,569.29 3051 PROF SENIOR NETWORK ENGINEER 0 60.37 4,829.29 1 63.38 5,070.75 2 66.55 5,324.29 3 69.88 5,590.50 4 73.38 5,870.03 0173 ACE SENIOR OFFICE SPECIALIST 0 24.89 1,990.98 1 26.13 2,090.53 2 27.44 2,195.05 3 28.81 2,304.80 4 30.25 2,420.04 0174 UCHR SENIOR OFFICE SPECIALIST 0 24.89 -- 1 26.13 -- 2 27.44 -- 3 28.81 -- 4 30.25 -- 6309 ACE SENIOR OPEN SPACE INSPECTOR 0 45.97 3,677.93 1 48.27 3,861.82 2 50.69 4,054.91 3 53.22 4,257.66 4 55.88 4,470.54 7439 ACE SENIOR PARK RANGER 0 32.93 2,634.10 1 34.57 2,765.81 2 36.30 2,904.10 3 38.12 3,049.31 4 40.02 3,201.77 Page 151 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 65 of 74 5157 ACE SENIOR PARKING ENFORCEMENT OFF 0 26.59 2,127.28 1 27.92 2,233.64 2 29.32 2,345.33 3 30.78 2,462.60 4 32.32 2,585.72 6615 ACE SENIOR PARKS MAINT WORKER 0 32.93 2,634.10 1 34.57 2,765.81 2 36.30 2,904.10 3 38.12 3,049.31 4 40.02 3,201.77 4746 WCE SENIOR PLAN CHECK ENGINEER 0 60.07 4,805.46 1 63.07 5,045.74 2 66.23 5,298.02 3 69.54 5,562.92 4 73.01 5,841.07 4751 ACE SENIOR PLAN CHECK TECHNICIAN 0 41.46 3,317.04 1 43.54 3,482.89 2 45.71 3,657.05 3 48.00 3,839.89 4 50.40 4,031.88 4432 PROF SENIOR PLANNER 0 49.66 3,972.66 1 52.14 4,171.29 2 54.75 4,379.85 3 57.49 4,598.85 4 60.36 4,828.79 4529 ACE SENIOR PLANNING TECHNICIAN 0 37.06 2,964.48 1 38.91 3,112.69 2 40.85 3,268.34 3 42.90 3,431.75 4 45.04 3,603.34 6446 ACE SENIOR PLUMBER 0 40.64 3,251.23 1 42.67 3,413.80 2 44.81 3,584.49 3 47.05 3,763.71 4 49.40 3,951.90 Page 152 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 66 of 74 0135 ACE SENIOR POLICE RECORDS SPEC 0 27.59 2,207.33 1 28.97 2,317.70 2 30.42 2,433.59 3 31.94 2,555.26 4 33.54 2,683.02 0136 UCHR SENIOR POLICE RECORDS SPEC 0 27.59 -- 1 28.97 -- 2 30.42 -- 3 31.94 -- 4 33.54 -- 3728 PROF SENIOR PROCUREMENT SPECIALIST 0 41.61 3,328.47 1 43.69 3,494.90 2 45.87 3,669.64 3 48.16 3,853.12 4 50.57 4,045.78 3091 PROF SENIOR PROGRAMMER ANALYST 0 55.87 4,469.77 1 58.67 4,693.26 2 61.60 4,927.92 3 64.68 5,174.31 4 67.91 5,433.03 5125 ACE SENIOR PROPRTY & EVIDENCE SPEC 0 29.70 2,376.22 1 31.19 2,495.03 2 32.75 2,619.78 3 34.38 2,750.78 4 36.10 2,888.32 2785 ACE SENIOR PUBLIC INFO SPECIALIST 0 40.91 3,272.57 1 42.95 3,436.20 2 45.10 3,608.01 3 47.36 3,788.41 4 49.72 3,977.83 5248 UCHR SENIOR PUBLIC SAFETY ANALYST 0 46.99 -- 1 49.34 -- 2 51.81 -- 3 54.40 -- 4 57.12 -- Page 153 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 67 of 74 5260 PROF SENIOR PUBLIC SAFETY ANALYST 0 46.99 3,759.17 1 49.34 3,947.12 2 51.81 4,144.48 3 54.40 4,351.70 4 57.12 4,569.29 6101 ACE SENIOR PUBLIC WORKS INSPECTOR 0 45.97 3,677.92 1 48.27 3,861.81 2 50.69 4,054.90 3 53.22 4,257.65 4 55.88 4,470.53 6702 ACE SENIOR PUBLIC WORKS SPECIALIST 0 36.05 2,884.38 1 37.86 3,028.61 2 39.75 3,180.03 3 41.74 3,339.03 4 43.82 3,505.99 2215 ACE SENIOR RECORDS SPECIALIST 0 28.62 2,289.62 1 30.05 2,404.10 2 31.55 2,524.31 3 33.13 2,650.53 4 34.79 2,783.05 2216 UCHR SENIOR RECORDS SPECIALIST 0 28.62 -- 1 30.05 -- 2 31.55 -- 3 33.13 -- 4 34.79 -- 2746 ACE SENIOR RECYCLING SPECIALIST 0 44.16 3,532.77 1 46.37 3,709.41 2 48.69 3,894.88 3 51.12 4,089.62 4 53.68 4,294.10 3365 PRCF SENIOR RISK MANAGEMENT SPEC 0 49.53 3,962.71 1 52.01 4,160.85 2 54.61 4,368.89 3 57.34 4,587.33 4 60.21 4,816.70 Page 154 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 68 of 74 0177 ACE SENIOR SECRETARY 0 27.38 2,190.07 1 28.74 2,299.57 2 30.18 2,414.56 3 31.69 2,535.29 4 33.28 2,662.04 6573 ACE SENIOR TREE TRIMMER 0 36.22 2,897.52 1 38.03 3,042.39 2 39.93 3,194.51 3 41.93 3,354.24 4 44.02 3,521.94 2779 PROF SENIOR WEBMASTER 0 42.85 3,427.94 1 44.99 3,599.33 2 47.24 3,779.30 3 49.60 3,968.27 4 52.08 4,166.68 6169 ACE SIGNAL SYSTEMS ENGINEER I 0 41.78 3,342.55 1 43.87 3,509.68 2 46.06 3,685.16 3 48.37 3,869.42 4 50.79 4,062.89 6170 ACE SIGNAL SYSTEMS ENGINEER II 0 45.96 3,676.81 1 48.26 3,860.65 2 50.67 4,053.68 3 53.20 4,256.36 4 55.86 4,469.18 6355 ACE SIGNING AND STRIPING SUPV 0 43.55 3,483.60 1 45.72 3,657.78 2 48.01 3,840.67 3 50.41 4,032.70 4 52.93 4,234.34 2751 SM SPECIAL PROJECTS MGR 0 65.67 5,253.62 1 -- -- 2 -- -- 3 76.02 6,081.72 4 79.82 6,385.81 Page 155 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 69 of 74 2752 UCHR SPECIAL PROJECTS MGR (HOURLY) 0 51.21 -- 1 52.51 -- 2 55.13 -- 3 57.89 -- 4 62.25 -- 2799 PRUC SPECL EVENTS COORD 0 45.24 3,619.48 1 47.51 3,800.45 2 49.88 3,990.48 3 52.38 4,190.00 4 54.99 4,399.50 3318 UCHR SR HUMAN RESOURCES TECHNICIAN 0 36.29 -- 1 38.10 -- 2 40.00 -- 3 42.00 -- 4 44.10 -- 6614 UCHR SR PARKS MAINT WRKR (HOURLY) 0 32.93 -- 1 34.57 -- 2 36.30 -- 3 38.12 -- 4 40.02 -- 3734 ACE STOREKEEPER 0 27.44 2,195.09 1 28.81 2,304.83 2 30.25 2,420.08 3 31.76 2,541.08 4 33.35 2,668.14 3732 ACE STOREKEEPER SUPERVISOR 0 32.93 2,634.10 1 34.57 2,765.81 2 36.30 2,904.10 3 38.12 3,049.31 4 40.02 3,201.77 6127 ACE STORMWATER COMPLNCE INSP I 0 34.61 2,769.00 1 36.34 2,907.45 2 38.16 3,052.82 3 40.07 3,205.46 4 42.07 3,365.73 Page 156 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 70 of 74 6125 ACE STORMWATER COMPLNCE INSP II 0 38.07 3,045.90 1 39.98 3,198.20 2 41.98 3,358.11 3 44.08 3,526.01 4 46.28 3,702.31 6137 ACE STORMWATER ENV SPECIALIST I 0 38.00 3,039.62 1 39.90 3,191.61 2 41.89 3,351.19 3 43.98 3,518.75 4 46.18 3,694.69 6135 ACE STORMWATER ENV SPECIALIST II 0 41.79 3,343.59 1 43.88 3,510.77 2 46.08 3,686.31 3 48.38 3,870.63 4 50.80 4,064.16 6131 MM STORMWATER PROGRAM MANAGER 0 55.32 4,425.71 1 58.09 4,647.00 2 60.99 4,879.35 3 64.04 5,123.31 4 67.24 5,379.48 5241 MM SUPRVSNG PUBLIC SAFETY ANALYST 0 54.04 4,323.04 1 56.74 4,539.19 2 59.58 4,766.15 3 62.56 5,004.46 4 65.68 5,254.68 6151 ACE SURVEY TECHNICIAN I 0 32.78 2,622.17 1 34.42 2,753.28 2 36.14 2,890.94 3 37.94 3,035.49 4 39.84 3,187.26 6141 ACE SURVEY TECHNICIAN II 0 36.05 2,884.38 1 37.86 3,028.61 2 39.75 3,180.03 3 41.74 3,339.03 4 43.82 3,505.99 Page 157 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 71 of 74 3015 PROF SYSTEMS/DATABASE ADMINISTRATOR 0 45.79 3,662.85 1 48.08 3,846.01 2 50.48 4,038.30 3 53.00 4,240.23 4 55.65 4,452.22 7503 UCHR TINY TOT AIDE 0 18.98 -- 1 19.92 -- 2 20.92 -- 3 21.97 -- 4 23.06 -- 7505 UCHR TINY TOT SPECIALIST 0 22.77 -- 1 23.91 -- 2 25.10 -- 3 26.36 -- 4 27.68 -- 5155 UCHR TRAFFIC CONTROL ASSISTANT 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 5293 UCHR TRAFFIC OFFICER 0 16.50 -- 1 17.33 -- 2 18.19 -- 3 19.10 -- 4 20.06 -- 6187 ACE TRAFFIC SIGNAL & LIGHT TECH I 0 33.30 2,664.02 1 34.97 2,797.22 2 36.71 2,937.08 3 38.55 3,083.93 4 40.48 3,238.14 6185 ACE TRAFFIC SIGNAL & LIGHT TECH II 0 36.63 2,930.42 1 38.46 3,076.94 2 40.38 3,230.79 3 42.40 3,392.33 4 44.52 3,561.95 Page 158 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 72 of 74 6181 ACE TRAFFIC SIGNAL & LIGHTING SUPV 0 42.12 3,369.99 1 44.23 3,538.49 2 46.44 3,715.40 3 48.76 3,901.18 4 51.20 4,096.24 5262 ACE TRAINING PROGRAM SPECIALIST 0 30.58 2,446.37 1 32.11 2,568.69 2 33.71 2,697.12 3 35.40 2,831.99 4 37.17 2,973.58 6031 WCE TRANSPORTATION ENGR W LIC 0 64.12 5,129.33 1 67.32 5,385.79 2 70.69 5,655.08 3 74.22 5,937.84 4 77.93 6,234.73 6033 WCE TRANSPORTATION ENGR W/O LIC 0 61.06 4,885.09 1 64.12 5,129.35 2 67.32 5,385.81 3 70.69 5,655.10 4 74.22 5,937.86 6575 ACE TREE TRIMMER 0 30.18 2,414.59 1 31.69 2,535.32 2 33.28 2,662.09 3 34.94 2,795.19 4 36.69 2,934.95 6572 ACE TREE TRIMMER SUPERVISOR 0 41.65 3,332.14 1 43.73 3,498.75 2 45.92 3,673.69 3 48.22 3,857.36 4 50.63 4,050.24 5335 PROF VETERINARIAN I 0 48.99 3,918.92 1 51.44 4,114.86 2 54.01 4,320.61 3 56.71 4,536.64 4 59.54 4,763.47 Page 159 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 73 of 74 5333 PROF VETERINARIAN II 0 56.33 4,506.76 1 59.15 4,732.09 2 62.11 4,968.70 3 65.21 5,217.13 4 68.47 5,477.99 5334 UCHR VETERINARIAN II 0 56.33 -- 1 59.15 -- 2 62.11 -- 3 65.21 -- 4 68.47 -- 5323 UCHR VETERINARY ASSISTANT 0 22.84 -- 1 23.98 -- 2 25.18 -- 3 26.44 -- 4 27.76 -- 5325 ACE VETERINARY ASSISTANT 0 22.84 1,826.93 1 23.98 1,918.28 2 25.18 2,014.19 3 26.44 2,114.90 4 27.76 2,220.65 3029 ACE VOIP/VIDEOCONF SPECIALIST 0 40.10 3,208.13 1 42.11 3,368.53 2 44.21 3,536.96 3 46.42 3,713.81 4 48.74 3,899.49 7131 ACE VOLUNTEER COORDINATOR 0 24.96 1,997.11 1 26.21 2,096.98 2 27.52 2,201.82 3 28.90 2,311.91 4 30.34 2,427.51 2777 ACE WEBMASTER 0 39.88 3,190.31 1 41.87 3,349.83 2 43.97 3,517.32 3 46.16 3,693.19 4 48.47 3,877.84 Page 160 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Fiscal Year 2025-2026 Compensation Schedule Effective September 19, 2025 Job BU Position Title Step Hourly Period Step 0 = Step A, Step 1 = Step B, Step 2 = Step C, Step 3 = Step D, Step 4 = Step E, Step 5 = Step F Period rate shown is based on an 80-hour bi-weekly pay period, with exception of Fire Department positions with an A or B designation. Approved and Adopted: Resolution No. Page 74 of 74 Revised June 17, 2025 (Effective July 11, 2025) July 8, 2025 (Effective July 11, 2025) July 22, 2025 (Effective July 25, 2025) September 9, 2025 (Effective September 19, 2025) Page 161 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 OFFICIALS REQUIRED TO FILE PURSUANT TO GOVERNMENT CODE §§ 87200, et seq. The following officials shall file periodic statements disclosing certain economic interests (commonly referred to as “700 Forms”) with the Fair Political Practices Commission, as required by California Government Code §§87200 – 87210: Mayor City Councilmember City Manager City Attorney Director of Finance/City Treasurer Planning Commission Member Candidate for Elective Office In addition, each official falling within any of the above -listed categories, except “Candidate for Elective Office,” is required to comply with the ethics training requirements of California Government Code §§53234, et seq. DESIGNATED EMPLOYEES REQUIRED TO FILE UNDER THE CITY OF CHULA VISTA CONFLICT OF INTEREST CODE Each City employee whose position title is listed below shall file a 700 Form under the designated disclosure category (as set forth in Chula Vista Municipal Cod e §2.02.030) and is required to comply with the ethics training requirements of California Government Code §§53234, et seq. Where “Full Disclosure” is indicated, it implies that the disclosure categories are 1, 2, 5, and 7. Position Title ................................................................................................ Disclosure Category Administrative Services Manager ..........................................................................................1, 2, 5 Applications Support Manager ......................................................................................................6 Assistant Chief of Police .......................................................................................... Full Disclosure Assistant City Attorney Series Senior Assistant City Attorney .................................................................... Full Disclosure Assistant City Attorney ................................................................................ Full Disclosure Assistant City Manager ............................................................................................ Full Disclosure Assistant Director of Development Services .....................................................................1, 2, 6, 7 Assistant Director of Engineering ..........................................................................................1, 2, 5 Assistant Director of Finance ................................................................................... Full Disclosure Page 162 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Assistant Director of Human Resources ................................................................................1, 3, 5 Assistant Director of Parks and Recreation ............................................................. Full Disclosure Assistant Director of Public Works .......................................................................................1, 2, 5 Assistant Director of Parks and Recreation .......................................................................1, 2, 6, 7 Benefits Manager ...........................................................................................................................5 Budget & Analysis Manager .................................................................................... Full Disclosure Building Inspection Manager .........................................................................................................3 Building Inspector Series Senior Building Inspector ..............................................................................................3, 4 Building Inspector (all levels)............................................................................................3 Building Official ........................................................................................................................1, 2 Building Project Manager ......................................................................................................3, 4, 5 Building Services Manager ....................................................................................................1, 2, 5 Building Services Supervisor .........................................................................................................6 Chief Communications Officer ..................................................................................................3, 5 Chief of Police ......................................................................................................... Full Disclosure Chief of Staff ............................................................................................................ Full Disclosure Chief Veterinarian..........................................................................................................................6 City Attorney Investigator ....................................................................................... Full Disclosure City Clerk ...............................................................................................................................1, 2, 6 Civil Engineer Series Principal Civil Engineer .............................................................................................3, 4, 5 Senior Civil Engineer .................................................................................................3, 4, 5 Associate Civil Engineer ....................................................................................................3 Code Enforcement Series Code Enforcement Manager ......................................................................................3, 4, 6 Senior Code Enforcement Officer ..............................................................................3, 4, 6 Code Enforcement Officer (all levels) ...............................................................................3 Collections Supervisor ...............................................................................................................3, 5 Communication/Special Events Coordinator .............................................................................5, 7 Communications Manager .........................................................................................................3, 5 Community Engagement Specialist ...............................................................................................5 Page 163 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Construction & Repair Supervisor .................................................................................................6 Council Assistant Series Senior Council Assistant .............................................................................. Full Disclosure Council Assistant ......................................................................................... Full Disclosure Deputy City Attorney (all levels)............................................................................. Full Disclosure Deputy City Manager ............................................................................................... Full Disclosure Deputy City Manager/Public Works Director ......................................................... Full Disclosure Deputy Director, City Clerk Services ....................................................................................1, 2, 6 Deputy Director of Animal Services ..................................................................................1, 3, 6, 7 Deputy Director of Development Services ........................................................................1, 2, 6, 7 Deputy Fire Chief...................................................................................................................1, 2, 6 Development Automation Specialist .....................................................................................3, 4, 5 Development Project Manager ...........................................................................................1, 2, 6, 7 Deve lopment Services Counter Manager ..................................................................................3, 4 Director of Animal Services ..............................................................................................1, 3, 6, 7 Director of Deve lopment Services .....................................................................................1, 2, 6, 7 Director of Economic Development ..................................................................................1, 2, 6, 7 Director of Engineering/City Engineer ..............................................................................1, 2, 6, 7 Director of Housing & Homeless Services .............................................................. Full Disclosure Director of Human Resources/Risk Management .................................................................1, 3, 5 Director of Information Technology Services ...............................................................................6 Director of Library Services .................................................................................... Full Disclosure Director of Public Works .......................................................................................................1, 2, 5 Director of Parks and Recreation ............................................................................. Full Disclosure Economic Development Specialist Series Principal Economic Development Specialist .............................................................1, 2, 7 Senior Economic Development Specialist .................................................................1, 2, 7 Economic Development Manager ......................................................................................1, 2, 6, 7 Emergency Services Manager ........................................................................................................5 Engineer Series Associate Engineer .........................................................................................................3, 4 Assistant Engineer ..........................................................................................................3, 4 Page 164 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Fire Inventory Specialist ................................................................................................................6 Environmental Compliance Inspector ....................................................................................3, 6, 7 Environmental Services Manager ..........................................................................................3, 6, 7 Environmental Sustainability Manager ..................................................................................3, 6, 7 Facilities Financ ing Manager .............................................................................................1, 2, 6, 7 Facilities Manager ..........................................................................................................................5 Finance Manager (including with CPA) .................................................................. Full Disclosure Fire Battalion Chief (all designations) ...........................................................................................6 Fire Captain (C only; including hourly; excluding when assigned to the academy) .....................6 Fire Chief ...............................................................................................................................1, 2, 6 Fire Division Chief.................................................................................................................1, 2, 6 Fire Inspector/Investigator Series Senior Fire Inspector/Investigator ..................................................................................3, 4 Fire Inspector/Investigator (all levels) ...........................................................................3, 4 Fire Prevention Engineer/Investigator .......................................................................................3, 4 Fire Prevention Aide ......................................................................................................................3 Fire Prevention Specialist ..........................................................................................................3, 4 Fiscal and Management Analyst ....................................................................................................5 Fiscal Debt Management Analyst ..................................................................................................5 Fiscal Services Analyst ..............................................................................................................3, 5 Fleet Inventory Control Specialist .................................................................................................5 Fleet Manager ................................................................................................................................5 Fleet Supervisor .............................................................................................................................5 Homeless Solutions Manager ............................................................................................1, 2, 6, 7 Housing Manager ...............................................................................................................1, 2, 6, 7 Human Resources Manager .......................................................................................................5, 7 Information Technology Manager .................................................................................................6 Information Technology Project Manager .....................................................................................6 Land Surveyor Series Associate Land Surveyor ...............................................................................................3, 4 Senior Land Surveyor ....................................................................................................4, 5 Landscape Architect Series Page 165 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Principal Landscape Architect .......................................................................................1, 2 Landscape Architect .......................................................................................................3, 4 Landscape Planner (all levels) ...................................................................................................3, 4 Law Office Manager ......................................................................................................................6 Librarian Series Principal Librarian .........................................................................................................6, 7 Senior Librarian .............................................................................................................6, 7 Librarian III (excluding hourly) .........................................................................................6 Library Digital Services Manager ..................................................................................................6 Management Analyst Series Principal Management Analyst (when assigned to Housing & Public Works ) .....3, 4, 5, 7 Principal Management Analyst (all assignments unless otherwise noted) ....................3, 5 Senior Management Analyst (all assignments unless otherwise noted) ........................5, 7 Senior Management Analyst (when assigned to Finance and Parks & Recreation) ..........5 Management Analyst (all levels, assigned to Finance , Fire, Development Services, & Police) ................................................................................................................................5 Management Analyst (all levels, all assignments unless otherwise noted; excluding hourly) ............................................................................................................................6, 7 Open Space Inspector Series Senior Open Space Inspector .........................................................................................3, 5 Open Space Inspector .....................................................................................................3, 5 Open Space Manager .................................................................................................................3, 5 Park Ranger Program Manager .................................................................................................3, 5 Park Ranger Series Senior Park Ranger ............................................................................................................3 Park Ranger (excluding hourly) ........................................................................................3 Park Ranger Supervisor .................................................................................................................3 Parks Manager ........................................................................................................................3, 4, 5 Plan Check Engineer Series Senior Plan Check Engineer ..........................................................................................3, 4 Assistant Plan Check Engineer ......................................................................................1, 2 Associate Plan Check Engineer .....................................................................................1, 2 Page 166 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Plan Check Supervisor ...............................................................................................................1, 2 Planner Series Principal Planner ............................................................................................................1, 2 Senior Planner ................................................................................................................1, 2 Assistant Planner ............................................................................................................3, 4 Associate Planner ...........................................................................................................3, 4 Planning Manager ......................................................................................................................1, 2 Police Administrative Services Administrator ......................................................... Full Disclosure Police Captain .......................................................................................................... Full Disclosure Police Facility and Supply Coordinator .........................................................................................6 Police Sergeant (when assigned to HOT Team) ............................................................................6 Police Technology Manager ......................................................................................................3, 6 Policy Aide ............................................................................................................... Full Disclosure Principal Accountant ......................................................................................................................5 Principal Recreation Manager ........................................................................................................6 Principal Traffic Engineer ......................................................................................................3, 4, 5 Procurement Services Analyst ................................................................................. Full Disclosure Procurement Specialist Series Senior Procurement Specialist ..................................................................... Full Disclosure Procurement Specialist .......................................................................................................5 Project Coordinator Series Principal Project Coordinator .....................................................................................1, 2, 7 Senior Project Coordinator .........................................................................................1, 2, 7 Project Coordinator (all levels) ......................................................................................2, 7 Public Works Inspector Series Public Works Inspection Manager .............................................................................3, 4, 5 Senior Public Works Inspector ..................................................................................3, 4, 5 Public Works Inspector (all levels) ............................................................................3, 4, 5 Public Works Manager ...........................................................................................................1, 2, 5 Public Works Superintendent ................................................................................................1, 2, 5 Public Works Supervisor .......................................................................................................1, 2, 5 Purchasing Agent ..................................................................................................... Full Disclosure Page 167 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Real Property Manager ............................................................................................ Full Disclosure Revenue Manager .................................................................................................... Full Disclosure Risk Management Specialist Series Principal Risk Management Specialist ..........................................................................1, 2 Risk Management Specialist ..........................................................................................1, 2 Senior Risk Management Specialist ..............................................................................1, 2 Risk Manager .............................................................................................................................1, 2 Senior Deputy City Clerk ...............................................................................................................6 Senior Electronics Technician .......................................................................................................5 Senior Graphic Designer ................................................................................................................5 Senior Landscape Inspector .......................................................................................................3, 4 Senior Web Master .........................................................................................................................6 Special Projects Manager ......................................................................................... Full Disclosure Stormwater Compliance Inspector II .............................................................................................3 Stormwater Environmental Specialist (all levels)..........................................................................3 Stormwater Program Manager ...............................................................................................3, 4, 5 Supervising Public Safety Analyst .............................................................................................3, 6 Traffic Signal & Lighting Supervisor ....................................................................................3, 4, 5 Transportation Engineer (w ith Cert. and without Cert.) ........................................................3, 4, 5 Veterinarian (Permitted, all levels, except hourly) ........................................................................6 Boards and Commissions : Board of Appeals and Advisors Member .......................................................................2, 5 Board of Ethics Member ................................................................................................1, 2 Charter Review Commission Member .......................................................................1, 2, 5 Civil Service Commission Member ...................................................................................3 Red istricting Commission Member ...........................................................................1, 2, 5 Privacy Protection and Technology Advisory Commission Member ...............................5 Chula Vista Bayfront Facilities Financing Authority Auditor ......................................................................................................... Full Disclosure Auditor Authorized Deputy ........................................................................ Full Disclosure Co-Legal Counsel ....................................................................................... Full Disclosure Co-Legal Counsel Authorized Deputy ........................................................ Full Disclosure Treasurer ..................................................................................................... Full Disclosure Treasurer Authorized Deputy ...................................................................... Full Disclosure Governing Board Member ........................................................................... Full Disclosure Page 168 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Appendix A Conflict of Interest Code – Designated Positions Adopted by City Council on 07/08/2025xx/xx/xxxx, Resolution No. 2025-xxx113 Consultants/Newly Created Positions* .................................................................... Full Disclosure Hearing Officers ....................................................................................................... Full Disclosure *Consultants and individuals in newly created positions shall be included in the list of designated employees and shall disclose pursuant to the broadest disclosure category in the code, subject to the following limitation: The City may determine, in writing, that a particular consultant or individual in a newly created position, although a “designated position,” is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in this section. Such written determination shall include a des cription of the consultant’s or new position’s duties and, based upon that description, a statement of the extent of disclosure requirements. The determination for consultants shall be included in the contract by which the consultant is hired by the City. The determination for newly created positions shall be documented on an FPPC Form 804. The City’s determinations are public record. Page 169 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE CLASSIFICATION PLAN AND COMPENSATION SCHEDULE TO REFLECT THE ADDITION AND DELETION OF POSITION TITLES AND AMENDING THE AUTHORIZED POSITION COUNT IN VARIOUS DEPARTMENTS 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 addition and deletion of certain classifications and positions; and WHEREAS, as part of the ongoing commitment to improve performance and streamline workflows, the Engineering & Capital Projects Department and the Public Works Department will undergo a reorganization which involves movement of the Project Management Division within Public Works to the Engineering & Capital Projects Department, and the transfer of a portion of the Construction Inspections Team in Engineering & Capital Projects to the Public Works Department; and WHEREAS, a summary of updated classifications and the E-Step salaries are as follows: Position Title Employee Group E Step Salary Director of Economic Development EXEC $8,932.35 bi-weekly Real Property Manager MMUC $6,310.39 bi-weekly Senior Deputy City Clerk PRUC $4,261.52 bi-weekly NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves amendments to the Compensation Schedule and Classification Plan to reflect the changes described above. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it approves the following changes to the fiscal year 2025-26 authorized departmental position counts to include the Engineering & Capital Projects Department and the Public Works Department reorganization: Department Position Title FTE General Fund City Clerk Deputy City Clerk II -1.00 Senior Deputy City Clerk 1.00 Economic Development Director of Economic Development 1.00 Page 170 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Department Position Title FTE Engineering & Capital Projects Public Works Inspector II -4.00 Senior Public Works Inspector -2.00 Building Projects Manager 2.00 Building Services Manager 1.00 Management Analyst II 1.00 Public Works Building Projects Manager -2.00 Building Services Manager -1.00 Management Analyst II -1.00 Public Works Inspector II 4.00 Senior Public Works Inspector 2.00 Finance Accounting Assistant -1.00 Accounting Technician 1.00 General Fund Total 1.00 Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources /Risk Management City Attorney Page 171 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE REVISED FISCAL YEAR 2025-26 COMPENSATION SCHEDULE EFFECTIVE SEPTEMBER 19, 2025, AS REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2, SECTION 570.5 WHEREAS, California Code of Regulations, Title 2, Section 570.5 requires that, for purposes of determining a retiring employee's pension allowance, the pay rate be limited to the amount listed on a pay schedule that meets certain requirements, including approval by the City’s governing body in accordance with the requirements of applicable public meeting laws; and WHEREAS, the Fiscal Year 2025-26 Compensation Schedule ("Compensation Schedule") was approved by the City Council at their meeting July 22, 2025; and WHEREAS, any changes including, but not limited to, across-the-board increases, classification changes and salary adjustments, approved subsequent to the date of approval, must be reflected on a revised Compensation Schedule and submitted to the City Council for approval; and WHEREAS, the revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025, reflects the salary adjustments for the Director of Economic Development, Real Property Manager and Senior Deputy City Clerk position titles. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby does adopt, as required by California Code of Regulations Title 2, Section 570.5, the revised Fiscal Year 2025-26 Compensation Schedule effective September 19, 2025, in the form presented, a copy of which is available in the City Clerk’s Office, that reflects the salary adjustments for the Director of Economic Development, Real Property Manager and Senior Deputy City Clerk position titles. Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources/Risk Management City Attorney Page 172 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 7/8/2025 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MODIFYING THE APPENDIX TO THE LOCAL CONFLICT OF INTEREST CODE TO AMEND THE LIST OF DESIGNATED FILERS, AND ASSOCIATED DISCLOSURE CATEGORIES WHEREAS, the Political Reform Act (California Government Code sections 87100 through 91014), requires certain officials and candidates to file Statements of Economic Interests (Form 700) and requires local government agencies to adopt and promulgate conflict of interest codes; and WHEREAS, the City Council adopted Ordinance No. 2807, adopting by reference the standardized conflict of interest code contained in Title 2 of the California Code of Regulations, section 18730, and any amendments thereto that are adopted by the Fair Political Practices Commission; and WHEREAS, the ordinance requires that the City Council set forth by resolution the officials and designated employees who are required to file statements of economic interests and the disclosure categories under which each such official and designated employee shall file; and WHEREAS, the Political Reform Act requires every local agency to review its Conflict of Interest Code periodically to determine if amendments are necessary; and WHEREAS, the City Attorney and the Cit y Clerk have reviewed the Code and its appendix, consulted with Department Directors and determined that amendments to the appendix of the Code are necessary; and WHEREAS, the City Council desires that all City employees who are required to file Form 700 under the City’s Conflict of Interest Code be designated as Local Agency Officials, as defined in Government Code §53234(c)(2), thereby requiring them to participate in the ethics training mandated by AB 1234; and WHEREAS, the list of officials, candidates, and designated employees (“designated filers”) of the City of Chula Vista who are required to file periodic statements of economic interests, and the disclosure categories under which each such official, candidate, or designated employee is required to file, was presented to the City Council and is attached hereto as Exhibit 1 and made a part of this resolution. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby modifies the appendix to the local Conflict of Interest Code to amend the list of designated filers and associated disclosure categories, in the form presented and as reflected in Exhibit 1 to this resolution, 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. Page 173 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Resolution No. Page 2 Presented by Approved as to form by Kerry K. Bigelow, MMC Marco A. Verdugo City Clerk City Attorney Page 174 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL YEAR 2025-26 BUDGET 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 a transfer of $75,651 in Supplies and Services expenditure appropriations in the General Fund from Non-Departmental to Personnel Services in various departments, resulting in no net impact; and WHEREAS, staff is recommending an operational reorganization in the Engineering & Capital Projects and Public Works Departments, by transferring specific positions and ancillary costs and revenue budgets between both departments, resulting in a net cost of zero dollars; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it hereby amends the fiscal year 2025-26 budget and approves the following transfers of appropriations: Summary of Budget Amendments GENERAL FUND Department Personnel Services Supplies & Services Internal Service Revenues Net Impact Non-Departmental $ - $ (75,651) $ - $ - $(75,651) Economic Development 75,651 - - - 75,651 Engineering & Capital Projects (234,373) (10,799) (21,136) 614,284 347,976 Public Works 234,373 10,799 21,136 (614,284) (347,976) TOTAL ESTIMATED GENERAL FUND COST $ 75,651 $ (75,651) $ - $ - $ - Presented by Approved as to form by Tanya Tomlinson Marco A. Verdugo Director of Human Resources /Risk Management City Attorney Page 175 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Interfund Loan & CIP: Authorize an Interfund Loan from Measure A Fund to the Public Facility Development Impact Fee Fund and the General Fund and Amend the FY 2025-26 CIP Budget Appropriating Additional Funds to the Fire Station 12 Project (GGV0275) Report Number: 25-0200 Location: 610 Bay Boulevard Department: Engineering & Fire G.C. § 84308 Regulations Apply: Yes Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California Environmental Quality Act State Guidelines Section 15303 class 3 (New Construction or Conversion of Small Structures) and Section 15332 Class 32 (In-Fill Development Projects). Recommended Action Adopt a resolution: 1) Authorizing an interfund loan in the amount of $5,600,000 from the available fund balance of the Measure A Sales Tax Fund to the Public Facility Development Impact Fee Fund (PFDIF Fund) and the General Fund CIP Fund; and 2) Amending the fiscal year 2025-26 Capital Improvement Program (CIP) Budget by appropriating $5,600,000 in the PFDIF Fund and General Fund CIP Fund for the Temporary Fire Station 12 Project (GGV0275). (4/5 Vote Required) SUMMARY Following the award of the Design Build contract for this project in September 2024, the design of the project was developed in coordination with the Fire Department. As the design progressed, the operational needs for the facility and specific site constraints became more clearly defined. Several factors contributed to an increase in the projected cost, including refined cost estimates, increased scope to accommodate essential programmatic needs, and challenges related to the site. Now that the design is complete, the total anticipated project cost exceeds the original budget appropriated at the time of contract award, therefore, additional funding is required to complete the project. Page 176 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 Adoption of this resolution amends the Fiscal Year 2025-26 Capital Improvement Program (CIP) Budget and authorizes an interfund loan in the amount of $5,600,000 to cover the projected costs to complete the Temporary Fire Station 12 Project (GGV0275). ENVIRONMENTAL REVIEW The Director of Development Services 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 15303 Class 3 (New Construction or Conversion of Small Structures) and Section 15332 Class 32 (In-Fill Development Projects) because the proposed project would not result in a significant effect on the environment, create a cumulative impact, 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 On August 26, 2025 the Measure A Citizens’ Oversight Committee was provided notice of the proposed interfund loan from Measure A to the PFDIF Fund and the General Fund CIP Fund in order to build temporary Fire Station 12 and confirmed no fiscal impact to the Measure A fund. DISCUSSION The Gaylord Pacific Resort & Convention Center located in the Chula Vista Bayfront development was opened in May 2025 and other portions of the development are underway. The development in the Bayfront area has and will continue to significantly increase calls for service (“CFS”) to the Fire Department. The requirement of fire services detailed in the development agreement and the Fire Facilities Master Plan (FFMP) establishes the need for an additional fire station, FS12, at or near Bay Blvd and J Street. This need is also directly supported by the FFMP Amendment and the Determination of Proportional Share for the Bayfront Fire Station Study. Within the FFMP, the addition of the Bayfront Fire Station is referenced in several areas; however, the focus revolves around the increased growth in call volume and development impacts within the City. The Bayfront is adjacent to several existing and occupied neighborhoods, making up west Chula Vista. With the new development and without the increase to fire service capability, additional CFS caused by population growth will have a negative impact on Fire Department response threshold standards. In addition to the population growth, which directly coincides with CFS increases, the high-rise type of development requires additional personnel and equipment to properly mitigate life safety risks. The currently existing fire stations and response companies do not have additional service capacity. The effects will progressively worsen as development approaches build out, and normal service demand continues to increase. FS12 is necessary for the City to provide fire, rescue, and emergency medical services for this new population growth and the associated risks involved with the development type. Discussion of the Fire Station Network, response performance metrics, Bayfront service demand, station scope, and the program supporting the need for Temporary Fire Station 12 can be found in City Council Staff Report Number 24-0246 from September 17, 2024 titled “Agreement: Award Progressive Design-Build Agreement with Erickson Hall Construction Company for the Temporary Fire Station 12 Project (GGV0275), Amend the Fiscal Year 2024-25 CIP, Establish a New CIP Project, and Appropriate Funds.” Page 177 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Following the award of the Design Build contract in September 2024, the design of the project was developed, and the Fire Department’s requirements for this facility and the site constraints became clearer. Since this temporary station is expected to be in service for many years, the minimum features required of a permanent station were necessary for the operation of the station. As a result, the size and the features required for the station to adequately serve the needs of the Chula Vista Bayfront development exceeded preliminary project estimates. Preliminary plans identified the fire station located near the intersection of Bay Blvd and J Street. A site study conducted by the project architect concluded that the temporary station and the permanent station would not fit on the Bay Blvd and J Street site. Due to these site constraints, an alternate location was selected for the temporary station at 610 Bay Boulevard. The Bay Blvd and J Street parcel is still planned as the location for the permanent station. This increased the project cost because the use of 610 Bay Boulevard required the demolition of an existing abandoned building, additional coordination for work around utility easements, and addressing soil conditions on the site. The design is now complete, and the project was bid to subcontractors by the Design Builder. The Design Builder and staff are working to review bids and finalize the Guaranteed Maximum Price (GMP). The projected cost exceeds the project funds, and an additional $5,600,000 is required to complete the project. Staff recommends authorizing an interfund loan totaling $5,600,000 from available fund balance of the Measure A Sales Tax Fund to the PFDIF Fund and General Fund CIP Fund and amending the Fiscal Year 2025- 26 CIP Budget by appropriating $5,600,000 to the PFDIF Fund and General Fund CIP Fund to cover the projected costs to complete the Temporary Fire Station 12 Project (GGV0275). DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of 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 Approval of the resolution approves an interfund loan totaling $5,600,000 from available fund balance of the Measure A Sales Tax Fund to the PFDIF Fund and General Fund CIP Fund and amends the Fiscal Year 2025- 26 CIP Budget by appropriating $5,600,000 to the PFDIF Fund and General Fund CIP Fund to cover the projected costs to complete Temporary Fire Station 12 Project (GGV0275). Page 178 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 4 A summary of expected project costs for the Temporary Fire Station 12 Project (GGV0275) is as follows: FUNDS REQUIRED FOR CONSTRUCTION A. Estimated Contract Amount $ 13,819,896.16 B. Contract Contingency (Approx. 3.5%) 511,336.16 C. FF&E, Permit Fees, Utility Fees, Etc. 69,099.48 C. Construction Support (Approx. 3%) 479,668.20 D. Project Closeout (Approx. 0.4%) 50,000.00 TOTAL FUNDS REQUIRED FOR CONSTRUCTION $ 14,930,000.00 A total of $14,930,000 is required for the construction of temporary Fire Station 12. Currently there are appropriations of $6,866,880 in the PFDIF Fund (Fund 560) and $2,463,120 in the General Fund CIP Fund (Fund 713) respectively. This action is seeking an additional $5,600,000 to be funded by an interfund loan from the available fund balance of the Measure A Sales Tax Fund (Fund 222) between the PFDIF Fund and the General Fund CIP Fund. Appropriations for Temporary Fire Station 12 Project (GGV0275) are summarized by fund in the table below. Fund Original Budget Interfund Loan Amended Budget PFDIF – Fire Suppression Component (GGV0275) $ 6,866,880 $ 4,121,600 $ 10,988,480 General Fund CIP Fund (GGV0275) 2,463,120 1,478,400 3,941,520 Measure A Sales Tax Fund - Interfund Loan (fund balance) (5,600,000) TOTAL FUNDS AVAILABLE FOR CONSTRUCTION $9,330,000 $ 0 $14,930,000 The interfund loan repayment will be split between the PFDIF Fund (73.6%) and the General Fund CIP Fund (26.4%) as presented in the table above. The PFDIF Fund is projected to have sufficient funds on hand within 10 years and the General Fund CIP Fund is projected to have sufficient funds on hand within five years to repay the proposed interfund loan from the Measure A Sales Tax Fund. The availability of PFDIF funds is dependent on the rate of development. Should funds become available sooner, the interfund loans would be retired earlier. Interfund loan monies will be advanced on a quarterly basis from the Measure A Sales Tax Fund to minimize borrowing costs. Staff has analyzed the Measure A Sales Tax Fund’s assets and planned expenditures and determined that authorizing the proposed interfund loans totaling $5,600,000 will not impact service delivery or planned capital projects. The Measure A Sales Tax Fund will earn interest on monies loaned based on the City’s pooled interest rate, ensuring no City fund is penalized or profits from participating in an interfund loan ONGOING FISCAL IMPACT Temporary Fire Station 12 is a critical component of the Chula Vista Bayfront Master Plan and will incur ongoing operations and maintenance costs essential for its continued service to the community. These costs, covering staffing, equipment upkeep, utilities, and facility maintenance, align with the vision of the City’s Long-Term Financial Plan and will be included in the annual budget development process. Page 179 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 5 The new temporary station is expected to be staffed with one engine company in fiscal year 2025-26, and a truck company in fiscal year 2026-27. The estimated operating cost is $2.2 million for fiscal year 2025-26, and $4.4 million for fiscal year 2026-27. The interfund loan repayment terms will be evaluated, monitored and appropriated in future quarterly monitoring reports and during the budget development process through the life of the interfund loan. ATTACHMENTS 1. Project Title Sheet Staff Contact: Harry Muns, Fire Chief, Fire Department Matthew Little, Deputy City Manager/Director of Engineering & Capital Projects Jonathan Salsman, Principal Civil Engineer, Engineering & Capital Projects Page 180 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA (1) AUTHORIZING AN INTERFUND LOAN FROM THE MEASURE A SALES TAX FUND TO THE PUBLIC FACILITY DEVELOPMENT IMPACT FEE FUND AND THE GENERAL FUND CIP FUND AND (2) AMENDING THE FISCAL YEAR 2025-26 CAPITAL IMPROVEMENT PROGRAM BUDGET BY INCREASING APPROPRIATIONS IN THE PUBLIC FACILITIES DEVELOPMENT IMPACT FEE FUND AND THE GENERAL FUND CIP FUND TO “TEMPORARY FIRE STATION 12” PROJECT (GGV0275) WHEREAS, the Chula Vista Bayfront development, currently under construction, will significantly increase calls for service to the Fire Department in the area; and WHEREAS, the existing fire stations and response companies in the service area do not have response capacity for the new population growth and the associated risks involved with the development type; and WHEREAS, the hazards and risks associated with the Bayfront development are uniquely different from the existing service demands in the City of Chula Vista. Density, elevated occupancy, and the water (bay) create a higher complexity to provide Fire, EMS, and Rescue services requiring dedicated resources; and WHEREAS, the award of a Design Build contract to design and construct a new temporary fire station (Fire Station 12) for the Bayfront District was approved by Council action in September 2024; and WHEREAS, following award of the Design Build contract, the design of the project was developed and the Fire Department’s needs for this facility and the site constraints became clearer; and WHEREAS, several factors including more accurate cost estimating, increased scope to provide all the needed features, and site constraints increased the project costs; and WHEREAS, Council approval of an interfund loan from the Measure A Sales Tax fund in the amount of $5.6 million, split between 73.6% the Public Facility Development Impact Fee (PFDIF) Fund and 26.4% the General Fund, is necessary for cash flow purposes; and WHEREAS, City Council Policy No. 220-06 authorizes the establishment of interfund loans for cash flow management purposes; and WHEREAS, the proposed interfund loan to the PFDIF Fund is anticipated to be repaid in full within 10 years, dependent on the rate of development, and the interfund loan to the General Page 181 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Resolution No. Page 2 Fund is anticipated to be repaid in full within five years. Should funds become available sooner, the interfund loans would be retired earlier; and WHEREAS, interfund loan amounts will be advanced on a quarterly basis in order to minimize borrowing costs; and WHEREAS, any and all loaned amounts will be repaid with interest at a rate equal to the City’s pooled investment rate of return, currently approximately 3.3%; and WHEREAS, as a result of the projected timing for repayment of the loans, and the applied interest rate, the Measure A Sales Tax Fund will not be adversely impacted. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that it: 1. Authorizes an interfund loan from the Measure A Sales Tax Fund to the PFDIF Fund and General Fund CIP Fund in the not to exceed amounts of $4,121,600 and $1,478,400 respectively, with interest accruing at the City’s pooled investment rate, and repayment at the earliest practical date from the sources and revenues described above; and 2. Amends the Fiscal Year 2025-26 Capital Improvement Program (CIP) by increasing appropriations for the Temporary Fire Station 12 project (GGV0275) as summarized below. Fund Amount PFDIF - Fire Suppression Component (560901) $ 4,121,600 General Fund CIP Fund (713) 1,478,400 TOTAL $ 5,600,000 Presented by Approved as to form by Mathew Little, PE Marco A. Verdugo Deputy City Manager/ Director of Engineering City Attorney & Capital Projects Page 182 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda T1 TITLE SHEET AS NOTED 1 12/05/22 1ST PC COMMENTS 2 ADDENDUM 1 3 GOVERNING CODES TEMPORARY FIRE STATION No. 12 610 BAY BOULEVARD, CA 91910 DRAWING INDEX OWNER / FIRE DEPARTMENT T1 C I V I L (FOR REFERENCE ONLY. SEE PERMIT NUMBER GR25-0016) A R C H I T E C T U R A L TITLE SHEET OWNER CITY OF CHULA VISTA 276 FOURTH AVE, CHULA VISTA, CA 91910 (619)691-5044 CHULA VISTA FIRE DEPARTMENT 276 FOURTH AVENUE CHULA VISTA, CA 91910 (619)691-5055 City of Chula Vista, California APPLICABLE NFPA STANDARDS NFPA 13 - NFPA 14 - NFPA 17A - NFPA 24 - NFPA 72 - NFPA 253 - NFPA 1500 - NFPA 2001 - AUTOMATIC SPRINKLER SYSTEMS, 2022 EDITION STANDPIPE SYSTEMS, 2019 EDITION WET CHEMICAL SYSTEMS, 2021 EDITION PRIVATE FIRE MAINS, 2019 EDITION NATIONAL FIRE ALARM CODE WITH CALIFORNIA AMENDMENTS, 2022 EDITION CRITICAL RADIANT FLUX OF FLOOR COVERING SYSTEMS, 2019 EDITION SMOKE DETECTORS AND CARBON MONOXIDE ALARMS (SECTIONS 9.1.3.1 THROUGH 9.1.3.4), 2021 EDITION CLEAN AGENT FIRE EXTINGUISHING SYSTEMS, 2018 EDITION REFERENCE CBC - TITLE 24, PART 2 - CHAPTER 35 FOR ADDITIONAL NFPA STANDARDS 2022 CALIFORNIA BUILDING STANDARDS ADMINISTRATIVE CODE CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 1 2022 CALIFORNIA BUILDING CODE (CBC) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 2 2022 CALIFORNIA ELECTRICAL CODE (CEC) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 3 (2021 INTERNATIONAL BUILDING CODE (IBC) W/ CALIFORNIA AMENDMENTS) (2020 NATIONAL ELECTRIC CODE (NEC) OF THE NATIONAL FIRE PROTECTION ASSOCIATION W/ CALIFORNIA AMENDMENTS) (2021 UNIFORM MECHANICAL CODE (UMC) W/ CALIFORNIA AMENDMENTS) (2021 UNIFORM PLUMBING CODE (UPC) W/ CALIFORNIA AMENDMENTS) 2022 CALIFORNIA MECHANICAL CODE CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 4 2022 CALIFORNIA PLUMBING CODE CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 5 2022 CALIFORNIA ENERGY CODE CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 6 2022 CALIFORNIA FIRE CODE (CFC) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 9 (2021 INTERNATIONAL FIRE CODE (IFC) W/ CALIFORNIA AMENDMENTS) 2022 CALIFORNIA REFERENCED STANDARDS CODE CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 12 1990 STATE FIRE MARSHAL REGULATIONS ( AS AMENDED TO DATE ) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 19 AMERICANS WITH DISABILITIES ACT (ADA) TITLE II - ACCESSIBILITY GUIDELINES FOR BUILDINGS AND FACILITIES (ADAAG) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, CALIFORNIA STATE ACCESSIBILITY STANDARDS FIRE DEPARTMENT NOTES 58 2022 CALIFORNIA GREEN BUILDING STANDARD CODE (CGBSC) CALIFORNIA CODE OF REGULATIONS (CCR) TITLE 24, PART 11 18 2024 VICINITY MAP 1 T2 CODE ANALYSIS N 2PROJECT INFORMATION PROJECT SCOPE CONSTRUCTION OF A FIRE STATION, COMPRISE OF A 5,433 S.F. LIVING QUARTERS MODULAR BUILDING, A 6,191 S.F. APPARATUS BAY SPRUNG STRUCTURE, A 2,309 S.F. STORAGE MODULAR BUILDING, AND ASSOCIATED SITE IMPROVEMENT, FOR THE CITY OF CHULA VISTA. LEGAL DESCRIPTION PORTION OF QUARTER SECTION 164, MAP NO. 166 ASSESSOR'S PARCEL NO. 571-330-22 ZONING ZONE: IG ZONE CATEGORY:INDUSTRIAL ZONE DESCRIPTION:GENERAL INDUSTRIAL Te m p o r a r y F i r e S t a t i o n N o . 1 2 Ch u l a V i s t a , C A 9 1 9 1 0 DESCRIPTION SCALE: CHECKED: REVISIONS DRAWING NUMBER: PROJECT NUMBER: DATE: DRAWN: NO DATE BY CONSULTANT Ci t y o f C h u l a V i s t a 240102 07/02/2025 5761 SCHAEFER AVENUE, SUITE C CHINO, CA 91710 61 0 B A Y B O U L E V A R D LIC E N S E D ARCHIT E C T S T A T E OF C A L I F O R NIARen. Date: C-32818 KWANG W. CHANG 09/30/25 Erickson-Hall Construction SE C O N D B U I L D I N G S U B M I T T A L BUILDING PERMIT:B25-0551 LANDSCAPE PERMIT:B25-0551 GRADING PERMIT:GR25-0016 G001 TITLE SHEET / GENERAL NOTES T3 T4 T5 DEFERRED APPROVAL 23 DEFERRED APPROVAL ITEMS: SUBMITTAL DOCUMENTS FOR DEFERRED ITEMS SHALL BE SUBMITTED TO THE REGISTERED DESIGN PROFESSIONAL IN RESPONSIBLE CHARGE, WHO SHALL REVIEW THEM WITH A NOTATION INDICATING THAT THE DEFERRED DOCUMENTS HAVE BEEN REVIEWED AND THAT THEY HAVE BEEN FOUND TO BE IN GENERAL CONFORMANCE WITH THE DESIGN AND DOCUMENTS HAVE BEEN APPROVED BY THE BUILDING OFFICIAL. THE CONTRACTOR SHALL SUBSEQUENTLY SUBMIT THE DOCUMENTS TO THE AUTHORITY HAVING JURISDICTION FOR APPROVAL. INSTALLATION OF DEFERRED APPROVAL ITEMS SHALL NOT BE STARTED UNTIL DETAILED PLANS, SPECIFICATIONS, AND ENGINEERING CALCULATIONS HAVE BEEN ACCEPTED AND SIGNED BY THE ARCHITECT OR ENGINEER IN GENERAL RESPONSIBLE CHARGE OF DESIGN AND SIGNED BY A CALIFORNIA REGISTERED ARCHITECT OR PROFESSIONAL ENGINEER WHO HAS BEEN DELEGATED RESPONSIBILITY COVERING THE WORK SHOWN ON A PARTICULAR PLAN OR SPECIFICATION, AND APPROVED BY THE AUTHORITY HAVING JURISDICTION. DEFERRED APPROVAL ITEMS SHALL BE SUBMITTED FOR REVIEW NO LATER THAN 60 DAYS AFTER THE NOTICE TO PROCEED. DEFERRED APPROVAL ITEMS FOR THIS PROJECT ARE THE FOLLOWING ITEMS: A. AUTOMATIC FIRE SPRINKLER SYSTEM - NFPA 13 B. UNDERGROUND FIRE SERVICE - SPRINKLER LATERAL C. FIRE SPRINKLER MONITORING SYSTEM D. EMERGENCY GENERATOR (SDAPCD) E. SIGNAGE PLANS FOR THE DESIGN AND INSTALLATION OF THE FIRE PROTECTION SYSTEMS (ITEMS A, B, AND C ABOVE) SHALL BE SUBMITTED AND APPROVED, PRIOR TO ANY INSTALLATION WORK, TO CVFD FIRE PREVENTION DIVISION LOCATED AT 276 FOURTH AVENUE, BUILDING C. (619) 691-5029. L A N D S C A P E PARKING CALCULATION FORMULA REQUIRED PROVIDED BUILDING LOT COVERAGE CALCS SQUARE FOOTAGE PERCENTAGE OF TOTAL SITE TOTAL SITE AREA HARDSCAPE LANDSCAPE + DIRT 2 2 (1 VAN+1 STD)26-50 = 2 SPACES - STANDARD (CREW)24 - STANDARD (VISITOR)0 - ACCESSIBLE (VISITOR)*1 TOTAL 34 *1: CBC 2022, TABLE 11B-208.2 *2: CBC 2022, TABLE 11B-228.3.2.1 *3: CALGREEN 2022, TABLE 5.106.5.3.1 *4: COUNT TOWARD THE TOTAL NUMBER OF REQUIRED EV CAPABLE SPACES 2X0.05 = 0.1 1 BICYCLE PARKING CALCULATION FORMULA REQUIRED PROVIDED SHORT-TERM *5 32X0.05 = 1.6 2LONG-TERM *6 5% OF VISITOR PARKING # 5% OF OCCUPANT PARKING # *5: CALGREEN 2022, 5.106.4.1.1 *6: CALGREEN 2022, 5.106.4.1.2 64,718 SF 14,298 SF 37,063 SF 13,357 SF 100.0% 22.1% (FAR) 57.3% 20.6% 26-50 = 8 SPACES 8 8- EV CAPABLE *3 26-50 = 2 SPACES 2 (2)- EVCS *4 1 (1)- VAN ACCESSIBLE EVCS *2 SITE INFORMATION BUILDER ERICKSON-HALL CONSTRUCTION COMPANY 500 CORPORATE DRIVE ESCONDIDO, CA 92029 (760) 796-7700 FAX (760) 796-7750 ARCHITECT KWC ARCHITECTURE + DESIGN 5761 SCHAEFER AVE. SUITE C CHINO, CA 91710 (909) 263-7280 CIVIL ENGINEER CALLAND ENGINEERING 576 E LAMBERT RD BREA, CA 92821 (714) 671-1050 PROJECT SITE 1-4 = 1 SPACE A1.1 SITE PLAN A1.2 ENLARGED SITE PLANS A2.0 A2.1 OVERALL FLOOR PLAN BUILDING A PLANS - MODULAR BUILDING A2.2 BUILDING B PLANS - SPRUNG STRUCTURE A2.3 BUILDING C PLANS - SPRUNG STRUCTURE E L E C T R I C A L E0.1 GENERAL NOTES, SYMBOL LIST, & FIXTURE SCHEDULE E0.2 E0.3 E1.2 POWER & ACCESS SITE PLAN E2.1 LIGHTING FLOOR PLAN E2.2 PANEL SCHEDULES TITLE 24 COMPLIANCE FORMS E1.1 SITE LIGHTING PLAN E1.1P SITE LIGHTING PHOTOMETRIC PLAN POWER & SIGNAL FLOOR PLANS E3.1 ELECTRICAL DETAILS E3.2 ELECTRICAL DETAILS A1.3 A1.4 SITE DETAILS SITE DETAILS A6.1 ENLARGED FLOOR PLANS T6 2022 CAL-GREEN NONRESIDENTIAL MANDATORY MEASURES 2022 CAL-GREEN NONRESIDENTIAL MANDATORY MEASURES 2022 CAL-GREEN NONRESIDENTIAL MANDATORY MEASURES 2022 CAL-GREEN NONRESIDENTIAL MANDATORY MEASURES A1.5 CVFD DETAILS A1.1D DEMOLITION SITE PLAN A1.1F FIRE ACCESS SITE PLAN AND FIRE NOTES A8.1 RAMP, STAIRS, & MISC. DETAILS S T R U C T U R A L S0 GENERAL NOTES S1 PARTITION WALL FRAMING PLAN SD1 DETAILS A6.2 FURNITURE PLANS S H A D E S T R U C T U R E CS COVER SHEET SS1 ARCHITECTURAL ELEVATIONS SS2 ANCHOR AND FOOTING LAYOUT SS2.1 ANCHOR AND FOOTING DETAILS SS3 STRUCTURAL FRAMING PLAN SS3.1 SS4 FRAME CONNECTION DETAILS SS4.1 SS6 ROOF OVERVIEW SS6.1 ROOF LAYOUT SS7 ROOF CONNECTION DETAILS STRUCTURAL FRAMING PLAN FRAME CONNECTION DETAILS SS7.1 ROOF CONNECTION DETAILS G002 GENERAL NOTES G003 EROSION & SEDIMENT CONTROL PLAN G004 PRECISE GRADING AND DRAINAGE PLAN G005 SECTIONS AND DETAILS G006 COMPOSITE UTILITY PLAN T R A F F I C TS1 TRAFFIC SIGN AND SIGNAL PLAN A8.2 SIGNAGE DETAILS M O D U L A R B U I L D I N G A-1.0 A-1.1 A-2.0 A-2.1 A-3.0 P-1.0 E-1.0 E-1.1 M-1.0 S-1.0 S-1.1 S-2.0 S-3.0 SPECIFICATIONS AND CONDITIONS WINDOW & DOOR SCHEDULE, PLUMBING SCHEDULE, ELECTRICAL SCHEDULE AND HVAC SCHEDULE FLOOR PLAN STRUCTURAL LEGENDS AND NOTES REFLECTED CEILING PLAN PLUMBING SCHEMATICS ELECTRICAL PLAN ELECTRICAL CALCULATIONS HVAC PLAN X SECTION AND MISC. DETAILS MISC. DETAILS FLOOR FRAMING S P R U N G S T R U C T U R E S R25-104.0 R24-1210.0 FLOOR PLAN & ELEVATIONS - 70'-0" X 87'-6" FS12 FIRE STATION FLOOR PLAN & ELEVATIONS - 30'-0" X 75'-0" GYM & STORAGE A5.1 DOOR & FINISH SCHEDULES, DOOR DETAILS STRUCTURAL ENGINEER JKL STRUCTURAL ENGINEERING 35 E. VALLEY BOULEVARD ALHAMBRA, CA 91801 626-524-2210 ELECTRICAL ENGINEER A & F ENGINEERING GROUP, INC. 9320 BASELINE ROAD, SUITE C RANCHO CUCAMONGA, CA 91701 (909) 941-3008 FAX (909) 941-8211 LANDSCAPE ARCHITECT CORNERSTONE STUDIOS 951 E SANTA ANA BLVD., SANTA ANA, CA 92701 (714)973-2200 4PROJECT TEAM 1.TO SCHEDULE A FIRE INSPECTION, CONTACT THE CHULA VISTA FIRE DEPARTMENT AT (619) 691-5029. 2.THIS PROJECT SHALL FULLY COMPLY WITH CALIFORNIA FIRE CODE CHAPTER 33: FIRE SAFETY DURING CONSTRUCTION AND DEMOLITION. THE PROJECT'S OWNER AND/OR OWNER'S AUTHORIZED AGENTS SHALL BE RESPONSIBLE FOR THE DEVELOPMENT, IMPLEMENTATION, AND MAINTENANCE OF A WRITTEN CHAPTER 33 COMPLIANT SITE SAFETY PLAN ESTABLISHING A FIRE PREVENTION PROGRAM AT THE PROJECT SITE THROUGHOUT ALL PHASES OF CONSTRUCTION, REPAIR, ALTERATION, OR DEMOLITION WORK. THE SITE SAFETY PLAN SHALL BE PREPARED BY A QUALIFIED INDIVIDUAL, KEPT AT THE PROJECT'S SITE AT ALL TIMES, AND MADE AVAILABLE FOR REVIEW. 3.ALL FIRE HYDRANT SYSTEM SHALL BE IN SERVICE PRIOR TO DELIVERY OF ANY COMBUSTIBLES TO A SITE. 4.PRIVATE UNDERGROUND FIRE SERVICE PIPING (FIRE SPRINKLER LATERAL AND/OR FIRE HYDRANT LATERAL/MAINS) SHALL BE DESIGNED AND PERMITTED AS PART OF A BUILDING DEPARTMENT PRIVATE UTILITIES PERMIT OR SEPARATELY WITH CVFD. A CVFD PERMIT WILL BE CREATED FOR REVIEW AND INSPECTIONS OF THE DESIGN AND INSTALLATION. DESIGN AND CONSTRUCTION SHALL BE IN COMPLIANCE WITH THE CVFD UNDERGROUND FIRE SERVICE UTILITY REQUIREMENTS DOCUMENT. SB0.1 COVER SHEET SB1.0 FOUNDATION PLAN SB2.0 DETAILS SC0.1 COVER SHEET SC1.0 FOUNDATION PLAN SC2.0 DETAILS M0.1 MECHANICAL SCHEDULES M0.2 M0.4 M1.0 MECHANICAL FLOOR PLAN M2.0 MECHANICAL DETAILS M3.0 MECHANICAL SPECIFICATIONS MECHANICAL ENERGY COMPLIANCE P0.1 PLUMBING SCHEDULES P0.2 PLUMBING SITE PLAN P0.3 P1.0 WATER FLOOR PLAN P2.0 PLUMBING RISER DIAGRAM P3.0 PLUMBING DETAILS PLUMBING ENERGY COMPLIANCE MECHANICAL ENERGY COMPLIANCE T.1 LANDSCAPE COVER SHEET LI-1 IRRIGATION PLAN LI-2 IRRIGATION DETAILS LI-3 IRRIGATION DETAILS LI-4 IRRIGATION NOTE, SCHEDULES & CALCULATIONS LP-1 PLANTING PLAN LP-2 PLANTING DETAILS LP-3 PLANTING DETAILS LP-4 PLANTING NOTES A3.1 BUILDING ELEVATIONS P4.0 PLUMBING SPECIFICATIONS I-1.0 INTERIOR ELEVATIONS ELEVATIONS G007 CHULA VISTA FIRE DEPARTMENT DETAIL SHEET A1.6 CVFD DETAILS Page 183 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Grant Acceptance and Appropriation: Approve an Agreement and Accept a Grant From the Department of Alcoholic Beverage Control and Appropriate Funds Report Number: 25-0208 Location: No specific geographic location Department: Police G.C. § 84308 Regulations Apply: No 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 agreement and accepting $75,000 in grant funds from the Department of Alcoholic Beverage Control to be used for the Alcohol Policing Partnership Program and appropriating the funds to the Police Grants Section of the State Grants Fund for the Alcohol Policing Partnership Program. (4/5 Vote Required) SUMMARY The California Department of Alcoholic Beverage Control has awarded $75,000 to the Police Department for the Alcohol Policing Partnership Program. The mission of the Alcohol Policing Partnership Program is to work with law enforcement agencies to develop an effective, comprehensive, and strategic approach to eliminating the crime and public nuisance problems associated with problem alcoholic beverage outlets. The focus of this effort is to target ABC-licensed vendors and individuals who furnish alcoholic beverages to underage operators. The goal is to reduce underage drinking and resultant DUI driving injuries and fatalities, property damage and youth access to alcoholic beverages. 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; Page 184 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 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 Police Department has been awarded $75,000 from the Department of Alcoholic Beverage Control (“ABC”) to conduct compliance, education, and enforcement operations for the Alcohol Policing Partnership program. This 12-month project (July 1, 2025 to June 30, 2026) will include undercover enforcement operations at problem locations, Minor Decoy operations, Shoulder Tap operations, undercover minor in possession operations at the Amphitheater concert venue, and Informed Merchants Preventing Alcohol- Related Crime Tendencies (“IMPACT”) operations. Minor Decoy operations are designed to educate and deter licensed locations from selling/furnishing alcohol to minors. Shoulder Tap operations are used to detect and deter adults who furnish alcoholic beverages to minors. The primary goal of IMPACT operations is to educate licensees on alcohol-related laws to help reduce alcohol-related crime in and around licensed premises. As part of the grant acceptance process, ABC provided its standard agreement (Attachment 1). The proposed resolution would accept the grant funds and appropriate the grant funds accordingly. DECISION-MAKER CONFLICT Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and consequently, the 500-foot rule found in California Code of Regulations Title 2, section 18702.2(a)(11), is not applicable to this decision for purposes of determining 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 Approval of this resolution accepts $75,000 in grant funds from the California Department of Alcoholic Beverage Control and amends the fiscal year 2025-26 adopted budget by appropriating $67,000 to the personnel services category and $8,000 to the supplies and services category of the Police Grants Section of the State Grants Fund, resulting in no fiscal impact. ONGOING FISCAL IMPACT There is no ongoing fiscal impact as a result of this action. ATTACHMENTS 1. State of California – Department of General Services Standard Agreement # 25-APP05 between the Department of Alcoholic Beverage Control and Chula Vista Police Department Page 185 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Staff Contact: Chief Roxana Kennedy, Police Department Administrative Services Manager Jonathan Alegre, Police Department Page 186 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT AND ACCEPTING GRANT FUNDS FROM THE DEPARTMENT OF ALCOHOLIC BEVERAGE CONTROL AND APPROPRIATING FUNDS TO THE POLICE GRANTS SECTION OF THE STATE GRANTS FUND FOR THE ALCOHOL POLICING PARTNERSHIP PROGRAM WHEREAS, the Police Department received notice of grant award in the amount of $75,000 from the Department of Alcoholic Beverage Control (“ABC”); and WHEREAS, grant funds will be used to conduct compliance, education, and enforcement operations for the Alcohol Policing Partnership grant; and WHEREAS, the grant funds received from ABC will completely offset the total costs of this program. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it authorizes the City Manager or the Chief of Police to enter into and execute the State of California Standard Agreement # 25-APP05, between the City and Department of Alcoholic Beverage Control, 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. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it accepts $75,000 from the Department of Alcoholic Beverage Control and appropriates $67,000 to personnel services category and $8,000 to the supplies and services category of the Police Grants Section of the State Grants Fund. Presented by Approved as to form by Roxana Kennedy Marco A. Verdugo Chief of Police City Attorney Page 187 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 188 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 189 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 190 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 191 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 192 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 193 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 194 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 195 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 196 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 197 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 198 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 199 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Balancing Community Needs While Addressing Alcohol Over-Concentration In Chula Vista By Sarah Boyer South Bay Program Manager Institute for Public Strategies •Along Broadway in Chula Vista hidden gems representative of the city's vibrancy and diversity can be found. •Yet, amid the dynamic businesses, schools and organizations, a concerning trend is present—an overconcentration of off-sale alcohol retailers, surpassing the limits set by the California Alcoholic Beverage Control (ABC). •This issue is not just about the number of alcoholic beverage retailers but the potential ramifications for public health, safety, and the overall quality of life in the neighborhood. •The seriousness of this problem is underscored bythe alcohol map produced by the San DiegoCounty Binge and Underage Drinking Initiative Item 5.8 - Written Communications Acosta - Received 9/5/2025 Page 200 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Item 5.8 - Written Communications Acosta - Received 9/5/2025 Page 201 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Agreement: Approve the Fourth Amended and Restated Operating Agreement Between the City of Chula Vista and the Living Coast Discovery Center Report Number: 25-0190 Location: Living Coast Discovery Center, 1000 Gunpowder Point Drive, Chula Vista, CA 91910 Department: City Manager G.C. § 84308 Regulations Apply: Yes 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 Fourth Amended and Restated Operating Agreement between the City of Chula Vista and the Living Coast Discovery Center. SUMMARY Effective February 6, 2010, the City of Chula Vista and the Living Coast Discovery Center (LCDC) agreed on the terms and conditions of a license to manage and control LCDC operations, pursuant to a formal "operating Agreement." Since then, the Parties have agreed to modify and/or extend the operating Agreement. The Agreement as proposed will extend LCDCs operation of the center through June 30, 2029. 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. Page 202 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. DISCUSSION Effective February 6, 2010, the City of Chula Vista and the Living Coast Discovery Center agreed on the terms and conditions of a license to manage and control LCDC operations, pursuant to a formal operating agreement. Since then, the Parties have agreed to modify and/or extend the operating Agreement as follows: (1) On or about November 23, 2010, the Parties agreed to amend the operating Agreement in order to extend the term until June 30, 2012; (2) Effective July 1, 2012 the Parties entered into a new Operating Agreement for a period of 1 year, ending June 30, 2013; (3) On June 11, 2013, the Parties entered into that certain First Amendment to extend the Operating Agreement until June 30, 2014; (4) On or about June 19, 2014 the City Manager agreed to extend the Operating Agreement until September 30, 2014; (5) On October 1, 2014, the Parties entered into that certain Amended and Restated Operating Agreement for the term ending December 31, 2015; (6) On February 4, 2016 the City Manager extended the term to June 30, 2017; (7) On July 1, 2017, the Parties entered into the Second Amended and Restated Operating Agreement for the term ending December 31, 2018, and in June 2019, the City Manager extended the term to June 30, 2020; (8) On July 1, 2020, the Parties entered into the Third Amended and Restated Operating Agreement for the term ending December 31, 2021; (9) In May 2022, the City extended the term of the Third Amended and Restated Agreement to June 30, 2023; and the Parties then mutually agreed in writing to further extend the Third Amended and Restated Operating Agreement term until September 9, 2025. In order to further extend the Operating Agreement, and to update, certain provisions thereof, the Parties now desire to enter into this Fourth Amended and Restated Operating Agreement. The Fourth Amended and Restated Operating Agreement includes: A fixed term through June 30, 2029. Compliance with a future Tideland Use and Occupancy Permit; Maintenance and Repair. The Operator must comply with the future terms of a Tideland Use and Occupancy Permit with the Port of San Diego, including responsibility for certain maintenance of adjacent Port-owned land used for parking, walkways, and driveway to LCDC. City shall continue to pay for LCDC utilities (electric, water and telecommunications) and fuel for shuttle services. LCDC shall reimburse the City for Microsoft 365 accounts/licenses, and the City shall provide IT support services, internet access and backup/data recovery. Payment of Debt Service on LCDC Improvements. City shall continue to pay debt service to finance amounts loaned to City for construction of certain of the LCDC Improvements and shall strictly comply with any and all covenants and agreements entered into in connection therewith. The City’s anticipated payoff date of these amounts is 2036. Page 203 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Performance Audit. The City is entitled to engage an independent auditor to complete one performance audit at the City’s expense during calendar year 2028. Operator shall cooperate in all respects with the audit, including providing the auditor with access to all documents necessary to complete the audit. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of 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 additional fiscal impact as a result of this action as the Fourth Amended and Res tated Operating Agreement continues to provide financial support and in-kind services which were included in the City's adopted budget for fiscal year 2025-26 for approximately $277,461 ($91,931 in General Fund debt service payments, $13,136 in General Fund fleet maintenance charges, $172,404 in Living Coast Discovery Center Fund utilities and other expenses). The City also expects to receive a nominal amount in revenue for LCDC’s reimbursement related to Microsoft 365 accounts/licenses. ONGOING FISCAL IMPACT This resolution approves a Fourth Amended and Restated Operating Agreement that will expire on June 30, 2029. Future financial support for the Living Coast Discovery Center will continue to be included the annual budget development process. ATTACHMENTS 1. Fourth Amended and Restated Operating Agreement between the City and the Living Coast Discovery Center Staff Contact: Courtney Chase, Deputy City Manager Page 204 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE FOURTH AMENDED AND RESTATED OPERATING AGREEMENT BETWEEN THE CITY AND LIVING COAST DISCOVERY CENTER WHEREAS, on October 1, 2014, the City of Chula Vista and the Living Coast Discovery Center (“LCDC”) entered into an Amended and Restated Operating Agreement for a period of one (1) year, with an expiration date of December 31, 2015; and on February 4, 2016 the City Manager extended the term to June 30, 2017 under the Article 3.2 of the Operating Agreement; and WHEREAS, on July 1, 2017, the Parties entered into the Second Amended and Restated Operating Agreement for the term ending December 31, 2018; in June 2019 the City Manager extended the term to June 30, 2020 under the Article 3.2 of the Operating Agreement; and WHEREAS, on July 28, 2020, the Parties entered into the Third Amended and Restated Operating Agreement for the term ending June 30, 2023; the City Manager has extended the term to September 9, 2025 under the Article 3.2 of the Operating Agreement; and WHEREAS, in order to further extend the Operating Agreement, and to update certain provisions thereof, the Parties now desire to enter into this Fourth Amendment and Restated Operating Agreement for a term ending June 30, 2029; and WHEREAS, the LCDC will be required to submit quarterly financial reports to the City; and WHEREAS, the LCDC will contract with an independent audit firm to conduct an audit every other year at LCDC’s cost; and WHEREAS, the audit will be completed, and a copy provided to the City of Chula Vista Director of Finance no later than November 1 of the audit year; and WHEREAS, the City will engage an independent auditor to complete one performance audit in 2028 at the City’s expense. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it approves the Fourth Amended and Restated Operating Agreement between the City of Chula Vista and Living Coast Discovery Center, in the form presented, with such 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. Page 205 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Resolution No. Page 2 Presented by Approved as to Form by Courtney Chase Marco A. Verdugo Deputy City Manager City Attorney Page 206 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 1 FOURTH AMENDED AND RESTATED OPERATING AGREEMENT Living Coast Discovery Center, Chula Vista] This FOURTH AMENDED AND RESTATED OPERATING AGREEMENT [Living Coast Discovery Center, Chula Vista] (“Fourth Agreement”), made to have effect as of the later of (i) the last date of execution by the Parties hereto, and (ii) the date it is approved as to form by the Chula Vista City Attorney (“Effective Date”), by and between the CITY OF CHULA VISTA, a chartered municipal corporation (“City”), and LIVING COAST DISCOVERY CENTER, a California non-profit corporation Operator”). Individually, the City and Operator may be referred to herein as “Party” and collectively as Parties.” This Fourth Agreement is made with reference to the following facts: RECITALS A. The Chula Vista Nature Center (“CVNC”) is a world-class zoological institution and attraction with hands-on exhibits and live animal displays which emphasize the importance of natural coastal marsh resources and their delicate ecosystem balance. The CVNC is located at 1000 Gunpowder Point Drive, Chula Vista, CA 91910 on approximately 3.3 acres of land (“Nature Center Land”) on Gunpowder Point within the Sweetwater Marsh National Wildlife Refuge on land owned by the U.S. Fish and Wildlife Service (“USFWS”). B. The 3.3 acres and related easements that comprise the Nature Center Land are described as Parcels A-D in the Easement for Nature Interpretive Center and a License for Access and Utility Purposes dated May 28, 1986, and recorded June 30, 1986 as Document No. 1986-267505 in the Official Records of San Diego County attached hereto as Exhibit A. C. The CVNC was opened to the public in July of 1987. Initially, the CVNC was operated by the Bayfront Conservancy Trust (“BCT”), a nonprofit corporation formed for that purpose. Thereafter, the City Redevelopment Agency and the BCT oversaw significant improvements to the CVNC. The City ultimately assumed control of the CVNC, and in 2002 the City created an official Nature Center department to manage CVNC operations. D. The Operator was initially formed as The Environmental Legacy Fund, a California nonprofit corporation qualified as a tax-exempt public charity for purposes of assisting with fundraising for CVNC operations and to organize and support volunteer efforts at the facility. On or about June 16, 1997, the Operator changed its name to the Chula Vista Nature Center Foundation, and then in 2012 changed its name, and the name of the CVNC to the Living Coast Discovery Center (the LCDC”). E. On April 28, 2009, the City Council authorized City staff to pursue a public-private partnership and operating Agreement with the Operator for the operation and management of the LCDC, along with two conceptual funding plans as a basis for negotiations. F. After a series of meetings, negotiations and interim agreements, effective February 6, 2010, the Parties agreed on the terms and conditions for the initial grant by City and Redevelopment Agency to Operator of a license to manage and control LCDC operations, pursuant to a formal “Operating Agreement.” G. Since then, the Parties have agreed to modify and extend the Operating Agreement as follows: (1) On or about November 23, 2010, the Parties agreed to amend the Operating Agreement in order to extend the term until June 30, 2012; (2) Effective July 1, 2012 the Parties entered into a new Page 207 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 2 Operating Agreement for a period of 1 year, ending June 30, 2013; (3) On June 11, 2013, the Parties entered into that certain First Amendment to extend the Operating Agreement until June 30, 2014; (4) On or about June 19, 2014, the City agreed to extend the Operating Agreement until September 30, 2014; (5) On October 1, 2014, the Parties entered into that certain Amended and Restated Operating Agreement for the term ending December 31, 2015; (6) On February 4, 2016, the City extended the term to June 30, 2017; (7) On July 1, 2017, the Parties entered into the Second Amended and Restated Operating Agreement for the term ending December 31, 2018, and in June 2019 the City extended the term to June 30, 2020; (8) On July 1, 2020, the Parties entered into the Third Amended and Restated Operating Agreement for the term ending December 31, 2021; (9) In May 2022, the City extended the term of the Third Amended and Restated Operating Agreement to June 30, 2023; and the Parties then mutually agreed in writing to further extend the Third Amended and Restated Operating Agreement term until September 9, 2025. H. The Parties now desire to enter into this Fourth Amended and Restated Operating Agreement to establish a new term and to amend and restate the Operating Agreement in its entirety. NOW, THEREFORE, in consideration of the above Recitals, the mutual covenants contained herein and for other good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, the Parties hereby agree as follows: ARTICLE I. GRANT OF LICENSE 1.1. Grant of License for LCDC Operations. As of the Effective Date, and subject to the terms and conditions of this Fourth Agreement, City hereby grants to Operator the exclusive license to operate the LCDC (the “LCDC License”). Except as otherwise expressly provided herein or to the extent necessary for City to perform and satisfy its obligations under this Fourth Agreement, the LCDC License shall include exclusive access to, possession of, and control over the following LCDC assets and programs: a. Land and Improvements. Operator shall have exclusive access to and control over the Nature Center Land described in Exhibit A and improvements thereon used in the operation of the LCDC collectively, the “LCDC Land and Improvements”). Operator’s use and control of the LCDC Land and Improvements shall be subject to any and all (1) City-reserved rights expressly provided for in this Fourth Agreement; and (2) leases, covenants, conditions, superior interests, easements, liens, restrictions and requirements existing with respect thereto in effect on or since July 1, 2012 collectively, the “LCDC Requirements”). b. Management of Day-to-Day Operations. i. Except as otherwise specifically provided herein, Operator shall have exclusive authority, responsibility and control over the day to day operations of the LCDC including, without limitation, the following matters: (1) Hours of Operation; (2) Staffing Levels: (3) Hiring, supervision, and termination of employees and volunteers; (4) Marketing; (5) Admissions Rates and Policies; (6) Fundraising; (7) Educational Programs; (8) Custodial Maintenance of the LCDC Land and Improvements, and other maintenance not expressly assumed by City as provided in Section 6.2, below; (9) Gift Store Operations; (10) Third-party use of LCDC facilities; (11) Food Service; (12) Concessions; (13) Third-party contracts for supplies or services; (14) Presentation, standards of care and disposition of LCDC Wildlife (as defined in Section 2.1); (15) Arrangement, Modification and Construction of Exhibits; and 16) modification of LCDC Permits and Contracts listed in the attached Exhibit B. Page 208 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 3 ii. Marketing. Any and all marketing, promotional, and advertising content and activities for the Living Coast Discovery Center shall contain an addition to the logo, as either a “Logo Descriptor” or “Tagline,” with the words “at Chula Vista”. c. City Assignment of Use Rights to LCDC Land and Improvements. To the extent necessary and appropriate for the operation of the LCDC by Operator, City hereby assigns to Operator respective rights to (1) use of the LCDC Land and Improvements, (2) the LCDC Permits and Contracts Exhibit B), and (3) the LCDC Wildlife (collectively, the “LCDC Assets”). Notwithstanding the foregoing, City shall retain a reversionary interest in and/or ownership of, as the case may be, the underlying rights and title to the LCDC Assets (excluding the LCDC fauna) such that upon the expiration or other termination of this Fourth Agreement, unless otherwise agreed in writing between the parties, total ownership and control of the LCDC Assets (excluding the LCDC fauna) shall revert to the City. ARTICLE II. TRANSFER OF TITLE OF TANGIBLE ASSETS 2.1 Wildlife (Flora and Fauna). Operator shall have exclusive possession and control over any and all flora and fauna (the ownership of certain fauna has been previously transferred to the Operator, pursuant to the February 6, 2010 Operating Agreement) located at the LCDC as of the Effective Date LCDC Wildlife”); such possession and control shall include, without limitation, the exclusive right and authority to sell, transfer, trade, loan or otherwise dispose of the LCDC Wildlife in Operator’s sole discretion and consistent with practices of the Association of Zoos and Aquariums as same may be updated from time to time. Notwithstanding the foregoing, prior to any determination that any of the fauna shall be euthanized for reasons other than terminal illness or injury, the Operator shall inform the City in writing of its intention to do so and provide the City with the option to refer the care of fauna to another agency. Funds for such disposition and transfer for care to other agency shall be drawn from the Contingency Fund identified in Article IV, Section 4.3. 2.2 Fixtures, Furnishings, Equipment and Supplies. Operator shall have exclusive possession and control over all fixtures, furnishings, inventory, office and maintenance equipment and supplies LCDC FF&E”) that were transferred from the City to the Operator pursuant to the February 6, 2010 Operating Agreement between the City and the Nature Center Foundation. ARTICLE III. TERM OF AGREEMENT 3.1 Term. The term of this Fourth Agreement (“Initial Term” or “Term”) shall commence on the Effective Date and shall expire on June 30, 2029 (“Expiration Date”), unless earlier terminated pursuant to ARTICLE X, herein. 3.2 Extension of Term. Intentionally left blank. ARTICLE IV. FUNDING AND USE OF REVENUE 4.1 LCDC Revenues. Any and all revenues generated through LCDC operations and fundraising LCDC Revenue”) during the Term shall be retained by Operator and solely applied to LCDC operational costs and/or development. 4.2 Operator Management and Funding. During the Initial Term or any extension thereof, the Operator shall manage and finance all of the LCDC operations in a manner consistent with and that fully satisfies Operator’s obligations under the terms of this Fourth Agreement. In the event that Page 209 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 4 LCDC Revenue is insufficient by itself to cover the operation of the LCDC as required under this Fourth Agreement, the Operator is responsible for funding any operational deficit out of its own funds. 4.3 Operator’s Special Reserve for Disposition of Fauna. Operator shall maintain throughout the Term of this Fourth Agreement a special contingency reserve account in the minimum amount of 10,000. This account shall be dedicated exclusively towards funding any and all activities Operator deems necessary for the transfer, or other appropriate disposition, of the LCDC fauna to the extent such disposition becomes necessary pursuant to the terms of Article X hereof. Operator shall not withdraw funds from the contingency reserve account for any purpose other than that identified above and shall obtain prior written consent from the City to withdraw such funds. 4.4 Joint Fundraising Efforts. The Parties agree to exercise their combined best efforts to solicit and secure additional funding to support LCDC operations and development. Fundraising efforts shall be coordinated through Operator’s Director of Development pursuant to Operator’s approved fundraising plans and policies. ARTICLE V. ADDITIONAL OPERATOR COVENANTS 5.1 Use Covenant. During the Initial Term and any mutually agreed upon extension thereof, Operator covenants and agrees for itself, and its successors and assigns, that Operator shall operate the LCDC as a zoological institution and attraction with hands-on exhibits and live animal displays, which emphasize the importance of natural coastal marsh resources and their delicate ecosystem balance. To the extent practical, and to the extent consistent with both the LCDC Requirements and the LCDC Permits and Contracts, Operator shall also operate the LCDC consistent with the standards established by the Association of Zoos and Aquariums as same may be updated from time to time (collectively, the “Nature Center Use”). Without City’s prior written approval, Operator shall not seek entitlements or permits for the operation or redevelopment of the LCDC property for other than the Nature Center Use. Operator shall conduct the Nature Center Use in compliance with any and all applicable federal, state, and local laws and regulations and the LCDC Permits and Contracts and consistent with the purpose of the LCDC License. 5.2 Operator’s Nonprofit Status and Management Ownership Structure. During the Initial Term of this Fourth Agreement (and thereafter if extended), unless otherwise approved by the City, the Operator shall continue to operate as a California nonprofit corporation that is qualified as a tax- exempt public charity pursuant to Internal Revenue Code Section 501(c)(3) and California Revenue and Taxation Code Section 23701d. City shall have the right to appoint one (1) Director to Operator’s Board whenever the Board is comprised of fifteen (15) Directors or less, and two (2) Directors whenever the Board is comprised of sixteen (16) Directors or more; provided however, City agrees not to exercise its appointment right(s) hereunder in any manner that triggers application of the Ralph M. Brown Act to Operator’s Board meetings. 5.3 City Access for Special Events. Operator shall grant City free access to and use of the LCDC for up to sixteen (16) separate events (including meetings) per calendar year. City events shall be scheduled in accordance with Operator’s normal scheduling procedures so as not to interfere with normal LCDC operations or other scheduled events. Events shall be for a maximum of one day each. Operator shall waive its standard facility charges for City events covered by this Section but reserves the right to charge for any special services provided or costs incurred (for example, staff overtime or charges for extended bus service hours). Page 210 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 5 5.4 Admissions. Operator shall provide City with fifty (50) admission passes per fiscal year for use by City in any manner consistent with City policies and law. 5.5 No Modifications Without City Approval. Operator shall not make any modifications to the LCDC Land and Improvements without City’s prior written approval, which such approval shall not be unreasonably withheld or delayed. This shall include even minor modifications (e.g., sink faucets) as such modifications can raise issues with ongoing maintenance. Any modifications to the LCDC Land and Improvements exceeding $10,000 in cost (excluding the installation or removal of temporary exhibits) shall require City's prior written approval, which such approval may be granted or denied in City's sole discretion. 5.6 Compliance with Tideland Use and Occupancy Permit; Maintenance and Repair. Operator understands that the City and San Diego Unified Port District (“Port”) are negotiating an agreement regarding the use of certain tideland property adjacent to the LCDC Land and Improvements (“Port Property”), pursuant to a Tideland Use and Occupancy Permit (“Permit”). The Permit will grant the City the right to use and occupy approximately 78,408 square feet of Port land located at 1006 Gunpowder Point Drive, Chula Vista for the purpose of a parking lot and appurtenances, shade structures, walkways, and landscaping for the benefit of visitors to and affiliates of the LCDC. A copy of the Permit is attached as Exhibit D and incorporated into the Agreement by this reference. Operator will comply with the Permit terms and conditions of the Permit, as may be modified and agreed to by the City and the Port in the sole discretion of both parties, and will take no action which would cause a violation of, or default under, the Permit. Operator shall be responsible for “Maintenance and Repair” of the Port Property used under the Permit during the Term. For purposes of this Fourth Agreement, the term “Maintenance and Repair” means to keep and maintain in sanitary condition and good working order and repair, subject to normal and ordinary wear and tear resulting from the Nature Center Use, including graffiti removal, litter pickup and removal, waste disposal, sweeping, power washing, hardscape cleaning, and landscaping, Operator also agrees to regularly inspect the Port Property for spills or leaks to the ground surface, and ensure observed spills are cleaned promptly and disposed of properly in accordance with the Permit. Operator shall move, cover, or protect any structures or equipment that may be damaged during maintenance, repair, or replacement activities. Operator shall remove from the Port Property all materials, tools, equipment, debris and coverings upon completion of services. Operator shall not permit debris and waste material or wash water generated from any operation to enter into the storm water conveyance system. Operator shall maintain site safety when performing tasks at all times. Operator shall obtain any required permits to perform these services at its sole costs and expense. ARTICLE VI. ADDITIONAL CITY COVENANTS 6.1 Approvals of Other Agencies. City has obtained any and all approvals from the applicable governing authorities or contracting parties that are necessary or appropriate to allow Operator’s use of the LCDC Permits and Contracts. a. City’s Failure to Obtain Approval of Related Agencies. In the event that after City’s good faith efforts, the City is unable to obtain approvals of Related Agencies for the transfer of City obligations with respect to the LCDC, which failure would subject the City to financial or other liability, this contract shall be deemed invalid, and the Parties shall reenter good faith negotiations to establish a method to accomplish the goals of this Fourth Agreement. Page 211 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 6 6.2 City “In-Kind” Services and Supplies. City agrees to provide certain “in-kind” services and supplies to Operator to assist with LCDC operations during the Initial Term either at no cost or at an agreed upon rate of reimbursement. A list of such services and supplies, corresponding reimbursement rate(s), if any, standards of performance, and schedules for delivery, is attached hereto as Exhibit C. Additional “in kind” services not listed may be provided by City on terms to be negotiated. 6.3 Compliance with Permits and Contracts. City shall take no action with respect to the LCDC Permits and Contracts that would cause any violation thereof or default thereunder, or that would cause the LCDC to lose its accreditation with the American Association of Museums. City shall immediately notify Operator in writing of any notice of violation or default under any LCDC permit or contract, with sufficient notice to allow Operator to take the necessary steps to cure same. 6.4 Deferred Maintenance Items. Parties agree to ongoing discussions regarding the condition of the LCDC improvements, and those items of Deferred Maintenance agreed to by the Parties shall be included in the City’s Capital Improvement Program, as same may be updated from time to time (the Deferred Maintenance Work”). City intends to implement Deferred Maintenance Work as funding allows and following consideration of City priorities, as determined in City’s sole discretion. Any such work implemented by the City shall be done in accordance with industry standards and shall be subject to Operator’s prior reasonable approval and acceptance. 6.5 Payment of Debt Service on LCDC Improvements. City shall continue to pay debt service to finance amounts loaned to City for construction of certain of the LCDC Improvements, and shall strictly comply with any and all covenants and agreements entered into in connection therewith. The City’s anticipated payoff date of these amounts is 2036. 6.6 Payment of Utilities and Shuttle Bus Fuel. Upon receipt of utility bills for electric, water, and telecommunications, City shall remit payment for such utilities directly to the utility operator in the amount of the invoice for the utility services used for the operation and maintenance of the LCDC during the Term of this Agreement. In addition, City shall pay for the cost of fuel for shuttle vehicles related to transit operations provided Operator utilizes City-owned fueling stations. Operator shall be responsible for all other utility costs, including propane gas and water removal. Operator shall remit payment in full to the City, within 30 days of the City submitting its invoice to Operator for such costs and expenses. ARTICLE VII. INSURANCE 7.1 Insurance. Operator’s Obligation. Prior to the execution of this Fourth Agreement, Operator shall i) obtain, and upon the City’s request provide to the City, insurance certificates reflecting evidence of all insurance required in Section 7.1(a); (ii) obtain City approval of each company or companies; and (iii) confirm that all policies contain the specific provisions required by section 7.1 a. Types of Insurance. At all times during the Term of this Fourth Agreement, Operator shall maintain insurance coverage as follows: i. Commercial General Liability. Operator shall provide at its expense a policy or policies of Commercial General Liability [CGL] Insurance written on an ISO Occurrence form CG 00 01 07 98 or an equivalent form providing coverage at least as broad and which shall cover liability including, personal injury and advertising injury, bodily injury, property damage, and liability assumed under an insured’s contract (including the tort liability of another assumed in a business contract). There shall be no endorsement or modification of the CGL Insurance limiting the scope of coverage for either “insured vs. insured” claims or Page 212 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 7 contractual liability. Operator shall maintain the same or equivalent CGL Insurance as described herein for at least ten (10) years following termination of this Fourth Agreement. All costs of defense shall be outside the policy limits. The Policy shall provide for coverage in amounts not less than three million dollars ($3,000,000) general aggregate limit, one million ($1,000,000) per occurrence for Bodily Injury, Personal Injury, or Property Damage, and five hundred thousand ($500,000) sublimit for “Damage to Rented Premises,” one million ($1,000,000) of liquor liability coverage, and a $4 million excess liability policy. ii. Commercial Automobile Liability. For all of Operator's automobiles used in conjunction with the Project including owned, hired and non-owned automobiles, Operator shall keep in full force and effect, a policy or policies of Commercial Automobile Liabilit y Insurance written on an ISO form CA 00 01 12 90 or a later version of this form or equivalent form providing coverage at least as broad in the amount of one million dollars ($1,000,000) combined single limit per occurrence, covering bodily injury and property damage for owned, non-owned and hired automobiles [“Any Auto”]. All costs of defense shall be outside the policy. iii. Excess Liability. Operator shall provide Excess Liability Insurance affording four million dollars ($4,000,000) or any other amount agreed to and approved by the City’s Risk Management Department, in excess of General Liability and Employer’s Liability limits afforded on primary policies. The coverage will be subject to the same terms, conditions, and exclusions found in the primary policies. iii. Worker’s Compensation. For all of Operator's employees who are subject to this Fourth Agreement and to the extent required by the State of California, Operator shall keep in full force and effect, a Workers’ Compensation Insurance and Employers’ Liability Insurance to protect Operator against all claims under applicable state workers’ compensation laws. The City, its elected officials, and employees will not be responsible for any claims in law or equity occasioned by the failure of the Operator to comply with the requirements of this section. That policy shall provide at least the statutory minimums of one million dollars 1,000,000) for Bodily Injury by Accident for each accident, one million dollars 1,000,000) for Bodily Injury by Disease each employee, and a one million dollars 1,000,000) for Bodily Injury by Disease policy limit. A. Prior to the execution of the Fourth Agreement by the City, the Operator shall file the following signed certification: I am aware of the provisions of Section 3700 of the Labor Code which requires every employer to be insured against liability for worker’s compensation or to undertake self- insurance, in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of the Contract.” b. Rating Requirements. Except for State Compensation Insurance Fund, all insurance required by express provision of this Fourth Agreement shall be carried only by responsible insurance companies (1) that have been given at least an “A” or “A-” and “V” rating by AM BEST, (2) that are authorized by the California Insurance Commissioner to do business in the State of California, and (3) that have been approved by the City. i. Non-Admitted Carriers. The City will accept insurance provided by non-admitted, “surplus lines” carriers only if the carrier is authorized to do business in the State of California and is Page 213 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 8 included on the List of Eligible Surplus Lines Insurers [LESLI list] with a current AM BEST rating of no less than A:X. c. Endorsements Required. Each policy required under Section 7.3 of this Fourth Agreement shall expressly provide, and an endorsement shall be submitted to the City, that: i. Additional Insureds. Except as to Workers Compensation, the City and its respective elected officials, officers, employees, agents, and representatives shall be named as additional insureds. ii. Primary and Non-Contributory. The policies are primary and non-contributing to any insurance or self-insurance that may be carried by the City of Chula Vista, its elected officials, officers, employees, agents, and representatives with respect to operati ons, including the completed operations if appropriate, of the Named Insured. Any insurance maintained by the City of Chula Vista and its elected officials, officers, employees, agents, and representatives shall be in excess of Operator’s insurance and shall not contribute to it. iii. Waiver of Subrogation. Operator’s insurer will provide a Waiver of Subrogation in favor of the City for each required policy providing coverage for the Term required by this Fourth Agreement. iv. Written Notice. Except as provided for under California law, the policies cannot be canceled, non-renewed or materially changed except after thirty (30) calendar days prior written notice by Operator to the City by certified mail, as reflected in an endorsement which shall be submitted to the City, except for non-payment of premium, in which case ten (10) Calendar Days’ notice shall be provided. A. The words “will endeavor” and “but failure to mail such notice shall impose no obligation or liability of any kind upon the company, its agents, or representatives” shall be deleted from all certificates. d. Additional Insurance. Operator may obtain additional insurance not required by this Fourth Agreement. If the contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by Operator. Deductibles/Self Insured Retentions. All deductibles and self-insurance retentions on any policy shall be the responsibility of Operator. Deductibles and self-insurance retentions shall be disclosed to and approved by the City at the time the evidence of insurance is provided. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self -insured retentions as respects the City, its officers, officials, employees and volunteers; or the Operator shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses. e. Policy Changes. Operator shall not modify any policy or endorsement thereto which increases the City's exposure to loss for the duration of this Fourth Agreement. f. Reservation of Rights. The City reserves the right, from time to time, to review the Operator's insurance coverage, limits, and deductible and self-insured retentions to determine if they are acceptable to the City. Page 214 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 9 g. Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed to limit the Operator’s obligations under this Fourth Agreement, including Indemnity. h. Material Breach. Failure to maintain, renew, or provide evidence of renewal during the Term of this Fourth Agreement may be treated by the City as a material breach of contract. 7.2 Insurance – City’s Obligation. a. The City participates as a member of an Excess Insurance Authority and will provide evidence to the extent requested by the Operator. ARTICLE VIII. INDEMNITY 8.1 Indemnity Defense and Hold Harmless. To the maximum extent allowed by law, Operator shall defend, indemnify, protect and hold harmless the City its elected and appointed officers, employees, volunteers, contractors, and agents (collectively “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law or equity, to property or persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions, negligence, or willful misconduct of Operator, its officials, officers, employees, agents, and contractors, arising out of or in connection with this Fourth Agreement or the use, occupancy, possession, or operation of LCDC. The obligations of Operator under this Section 8.1 shall apply to any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury arising from, connected with, caused by or claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties, which may be in combination with the active or passive negligent acts or omissions of the Operator, its employees, agents or officers, or any third party. This indemnity provision does not include any claims, damages, liability, costs and expenses (including without limitations, attorneys’ fees) arising from the sole negligence or sole willful misconduct of one or more of the Indemnified Parties. 8.2 Costs of Defense and Award. Included in the obligations in Section 8.1 is the Operator’s obligation to defend, at Operator’s own cost, expense and risk, any and all aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the Indemnified Parties. Operator shall pay and satisfy any judgment, award or decree that may be rendered against the Indemnified Parties, for any and all legal expense and cost incurred by each of them in connection therewith. 8.3 Insurance Proceeds. Operator’s obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the Indemnified Parties. 8.4 Enforcement Costs. Operator agrees to pay any and all costs Indemnified Parties incur enforcing the indemnity and defense provisions set forth in this Article VIII. 8.5 City’s Indemnity Obligation. City shall have reciprocal obligations to defend, indemnify and hold Operator, its officers, employees, and agents harmless with respect to claims, damages, liability, costs and expenses (including without limitation, attorneys’ fees) arising from the sole negligence or sole willful misconduct of the Indemnified Parties, including the related obligations contained in Sections 8.2 through 8.4. 8.6 Survival. A Party’s obligations under this Article VIII shall survive the termination of this Fourth Agreement. ARTICLE IX. REPORTING, ACCOUNTING, AND EXPENSE REIMBURSEMENT Page 215 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 10 9.1 Periodic Reports and Meetings. Operator shall provide City with quarterly periodic financial reports and shall meet and confer with City staff from time to time to review operational issues not specifically addressed by this Fourth Agreement. In the event that Operator anticipates an operating deficit that may affect the continued operation of the LCDC, Operator shall immediately arrange to meet and confer with the City to determine how such deficits may be appropriately addressed. 9.2 Accounting Requirements and Financial Reports. a. Books and Records. At all times during the Term, Operator shall maintain full and adequate records and accounts for any and all LCDC revenues and expenditures in a manner that complies with Generally Accepted Accounting Principles. Such records, and any and all related ledgers, books of accounts, invoices, vouchers, cancelled checks, and other records or documents shall be made available to the City, or its designees, upon five (5) days prior written notice. City to keep all donors and grant information confidential, in compliance with the California Public Records Act. Operator shall provide such assistance as may be reasonably required in the course of such inspection. The City further reserves the right to examine and re-examine said books, records and data during the four (4) year period following termination of this Fourth Agreement or completion of all work hereunder, and Operator shall in no event dispose of, destroy, alter, or mutilate said books, records, accounts, and data in any manner whatsoever during that time period. b. Financial Reports. Operator shall provide City with a quarterly report of its financial condition in a form reasonably satisfactory to the City’s Director of Finance. Each report shall include a Profit and Loss Statement, Balance Sheet and Statement of Cash Flows. The quarterly financial reports should include year-to-date information for the quarters ending on September 30, December 31, March 31 and June 30 of each fiscal year. The reports shall be due by the first day of the third month following each quarter (i.e., December 1st, March 1st, June 1st, and September 1st of each year), In addition, Operator shall notify the City Manager within thirty (30) days of the occurrence of any event that has or is expected to have a material impact on LCDC operations or Operator’s financial condition. c. Required Audits. Every other fiscal year, Operator shall engage an independent, licensed, certified public accountant, reasonably approved by City to conduct a financial audit of Operator’s books and records. The audit shall be prepared at Operator’s cost and provided to City by no later than November 1 of the audit year. d. Performance Audit. The City is entitled to engage an independent auditor to complete one performance audit at the City’s expense during calendar year 2028. Operator shall cooperate in all respects with the audit, including providing the auditor with access to all document s necessary to complete the audit. ARTICLE X. TERMINATION 10.1 Termination for Breach. Either party may terminate this Fourth Agreement earlier than the natural expiration date if the other party has materially defaulted in its obligations and the terminating party has provided the defaulting party with written notification of such determination, and the defaulting party has refused to cure the default within thirty (30) days of such notice. If the default is such that the cure will require longer than 30 days, the time for cure will be extended for the period of time reasonably necessary to complete the required work, provided, however, the defaulting party must promptly begin the required cure and diligently prosecutes same to completion. Page 216 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 11 10.2 Natural Termination of this Agreement. In the event that either party elects not to extend this Fourth Agreement past the Initial Term, upon sixty (60) days written notice from City, Operator, at its sole cost, shall immediately take all necessary and appropriate steps to transfer LCDC fauna to another qualified institution for continued care and maintenance. LCDC fauna that Operator determines cannot reasonably be transferred shall be otherwise disposed of as Operator deems appropriate and in a manner that is consistent with industry standards, provided, however, in no event shall Operator euthanize any animals, unless and until the Operator has informed the City in writing at least 60 days in advance of its intention to do so and provided the City with the option of taking control of the care thereof. Upon expiration or earlier termination of this Fourth Agreement, title to LCDC FF&E transferred from the City to Operator pursuant to the February 6, 2010 Operating Agreement shall automatically revert and transfer back to the City. Operator shall fully cooperate in effectuating such transfer. 10.3 Injunctive Relief. If the Operator commits a breach or actions that constitute anticipatory breach of any of the covenants or conditions contained in this Fourth Agreement, and such occurrence or actions remain uncorrected for a period of thirty (30) days or more following written notice describing such breach, City and its successors and assigns, without regard to whether City or its successors and assigns are an owner of any land or interest therein to which these covenants relate, may institute and prosecute any proceedings at law or in equity to abate, prevent or enjoin any such violation or attempted violation or to compel specific performance by Operator of its obligations hereunder. No delay in enforcing the provisions hereof as to any breach or violation shall impair, damage or waive the right of any party entitled to enforce the provisions hereof or to obtain relief against or recover for the continuation or repetition of such breach or violations or any similar breach or violation hereof at any later time. a. Additional Time for Cure. In the event that the breach cannot be cured within the 30-day timeframe identified above, Operator shall immediately notify City in writing of its inability to cure, describing the reason for the inability to cure, and provide a date by which the cure shall be accomplished. If the City, in its sole and absolute discretion, deems such explanation of the delay reasonable, it shall provide Operator with additional time to cure such breach and a second notice with the date by which the cure shall be accomplished. 10.4 Additional Remedies. In addition to the termination rights contained in Sections 10.1, 10.2, and 10.3 hereof, City and Operator shall each have any other remedies available at law, equity, or other proper proceedings. ARTICLE XI. NOTICE 11.1 Notices. Unless otherwise specifically permitted by this Fourth Agreement, all notices or other communications required or permitted under this Fourth Agreement shall be in writing, and shall be personally delivered; or sent by registered or certified mail, postage prepaid, return receipt requested, and shall be deemed received: (a) if personally delivered, upon the date of delivery to the address of the person to receive such notice, (b) if mailed in accordance with the provisions of this paragraph, two (2) business days after the date placed in the United States mail, or (c) if mailed other than in accordance with the provisions of this paragraph or mailed from outside the United States, upon the date of delivery to the address of the person to receive such notice. Notices shall be given at the following addresses: If to City: The City of Chula Vista Attn: City Manager 276 Fourth Avenue Page 217 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 12 Chula Vista, CA 91910 With a copy to: City Attorney [same address] Director of Finance [same address] If to OPERATOR: Living Coast Discovery Center Attn: Executive Director 1000 Gunpowder Point Drive Chula Vista, CA 91910-1201 With copy to: Mishell Parreno Taylor Akerman LLP 633 West Fifth Street, Suite 6400 Los Angeles, CA 90071 ARTICLE XII. MISCELLANEOUS PROVISIONS 12.1 Headings. All article headings are for convenience only and shall not affect the interpretation of this Fourth Agreement. 12.2 Gender & Number. Whenever the context requires, the use herein of (i) the neuter gender includes the masculine and the feminine genders and (ii) the singular number includes the plural number. 12.3 Reference to Paragraphs. Each reference in this Fourth Agreement to a section refers, unless otherwise stated, to a section in this Fourth Agreement. 12.4 Incorporation of Recitals. All recitals herein are incorporated into this Fourth Agreement and are made a part hereof as contractual terms. 12.5 Covenants and Conditions. All provisions of this Fourth Agreement expressed as either covenants or conditions on the part of the City or the Operator, shall be deemed to be both covenants and conditions. 12.6 Integration. This Fourth Agreement and the Exhibits and references incorporated into this Fourth Agreement fully express all understandings of the Parties concerning the matters covered in this Fourth Agreement. No change, alteration, or modification of the terms or conditions of this Fourth Agreement, and no verbal understanding of the Parties, their officers, agents, or employees shall be valid unless made in the form of a written change agreed to in writing by both Parties or an amendment to this Fourth Agreement agreed to by both Parties. All prior negotiations and agreements are merged into this Fourth Agreement. 12.7 Severability. If any portion of this Fourth Agreement shall be held by a court of competent jurisdiction to be invalid, void or otherwise unenforceable, the remaining provisions shall remain enforceable to the fullest extent permitted by law if enforcement would not frustrate the overall intent of the parties (as such intent is manifested by all provisions of the Fourth Agreement, including such invalid, void or otherwise unenforceable portion). 12.8 Drafting Ambiguities. The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Fourth Agreement, and the decision of whether or not to seek advice of counsel with respect to this Fourth Agreement is a decision which is the sole responsibility of each Party. This Fourth Agreement shall not be construed Page 218 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 13 in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the Fourth Agreement. 12.9 Conflicts Between Terms. If an apparent conflict or inconsistency exists between the main body of this Fourth Agreement and the Exhibits, the main body of this Fourth Agreement shall control. If a conflict exists between an applicable federal, state, or local law, rule, regulati on, order, or code and this Fourth Agreement, the law, rule, regulation, order, or code shall control. Varying degrees of stringency among the main body of this Fourth Agreement, the Exhibits, and laws, rules, regulations, orders, or codes are not deemed conflicts, and the most stringent requirement shall control. Each Party shall notify the other immediately upon the identification of any apparent conflict or inconsistency concerning this Fourth Agreement. 12.10 Prompt Performance. Time is of the essence of each covenant and condition set forth in this Fourth Agreement. 12.11 Good Faith Performance. The parties shall cooperate with each other in good faith, and assist each other in the performance of the provisions of this Fourth Agreement. 12.12 Further Assurances. City and Operator each agree to execute and deliver such additional documents as may be required to effectuate the purposes of this Fourth Agreement. 12.13 Exhibits. Each of the following Exhibits is attached hereto and incorporated herein by this reference: Exhibit A – Nature Center Land Exhibit B – Permits and Contracts Exhibit C – City In-Kind Services Exhibit D – Port Property Tideland Use and Occupancy Permit 12.14 Conflict of Interest. a. No member, official or employee of City or Operator shall have any personal interest, direct or indirect, in this Fourth Agreement, nor shall any such member, official or employee participate in any decision relating to the Fourth Agreement which affects his or her personal interests, those of his/her immediate family, or the interests of any corporation, partnership or association in which he or she is, directly or indirectly, interested. b. Operator warrants that it has not paid or given, and will not pay or give, any third person any money or other consideration for obtaining this Fourth Agreement. 12.15 Non-liability of City Officials and Employees. No member, official or employee of City shall be personally liable to Operator or any successor in interest in the event of any default or breach by City or for any promise which may become due to Operator or successor or on any obligation under the terms of this Fourth Agreement. 12.16 Compliance with Law. City and Operator agree to comply with all the requirements now in force, or which may hereafter be in force, of all municipal, county, state and federal authorities pertaining to the ownership and operation of the LCDC, all improvements constructed thereon, and all operations conducted thereon. Page 219 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 14 12.17 Jurisdiction and Venue. The venue for any suit or proceeding concerning this Fourth Agreement, the interpretation or application of any of its terms, or any related disputes shall be in the County of San Diego, State of California. 12.18 Municipal Powers. Nothing contained in this Fourth Agreement shall be construed as a limitation upon the powers of the City as a chartered city of the State of California. 12.19 Attorneys’ Fees. Should any litigation (including any proceedings in a bankruptcy) or arbitration be commenced between the parties hereto or their representatives concerning any provision of this Fourth Agreement or the rights and duties of any person or entity hereunder, the party or parties prevailing in such litigation or arbitration shall be entitled, in addition to such other relief as may be granted, to the attorneys’ fees and court or arbitration costs incurred by reason of such litigation or arbitration, including attorneys’ fees and experts’ fees incurred in preparation for or investigation of any matter relating to such litigation or arbitration. 12.20 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising out of this Fourth Agreement, against the City unless a claim has first been presented in writing and filed with the City and acted upon by the City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as same may from time to time be amended, the provisions of which are incorporated by this reference as if fully set forth herein, and such policies and procedures used by the City in the implementation of same. Upon request by City, Operator shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this Fourth Agreement. 12.21 No Third-Party Beneficiaries. The parties to this Fourth Agreement acknowledge and agree that the provisions of this Fourth Agreement are for the sole benefit of City and Operator and not for the benefit, directly or indirectly, of any other person or entity, except as otherwise expressly provided herein. 12.22 Successors in Interest. This Fourth Agreement and all rights and obligations created by this Fourth Agreement shall be in force and effect whether or not any Parties to the Fourth Agreement have been succeeded by another entity, and all rights and obligations created by this Agreement shall be vested and binding on any Party's successor in interest. 12.23 No Partnership. Nothing contained in this Fourth Agreement shall be deemed or construed to create a partnership, joint venture or any other similar relationship between the parties hereto or cause City to be responsible in any way for the debts or obligations of Operator or any other person. 12.24 Approval. Except as otherwise expressly provided in this Fourth Agreement, where the consent or approval of a Party is required or necessary under this Fourth Agreement, the consent or approval shall not be unreasonably withheld, conditioned, or delayed. 12.25 Assignments. a. City Approval Required. The qualifications and identity of the Operator are of particular concern to City. Operator recognizes that it is because of such qualifications and identity that City is entering into this Fourth Agreement with Operator. Therefore, no voluntary or involuntary successor in interest of Operator shall acquire any rights or powers under this Fourth Agreement except with the prior written approval of City in its sole discretion. Any purported assignment in violation of this Section shall be void. Page 220 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 15 b. Permitted Transfers. Notwithstanding anything in this Fourth Agreement to the contrary, Operator may, without the prior written approval of City, but upon 30 days advance written notice, assign or otherwise transfer its interest in this Fourth Agreement and its rights and powers under this Fourth Agreement (a “Permitted Transfer”) to any holding company, corporation, association or entity which is or becomes a parent, subsidiary or affiliate of Operator provided that Operator retains substantial management and control thereof, or to any successor of Operator by reason of change of name, merger, consolidation, reorganization, dissolution, lender acquisition or sale of Operator interests or assets, provided that, the transferee assumes the rights and powers of Operator under this Fourth Agreement. 12.26 Condition Precedent. It is understood that as a condition precedent to any action to approve this Fourth Agreement, City must consider and adopt the appropriate resolution. Said resolution must contain the findings required by law. City agrees to use due diligence in processing the matter to hearing before the City Council. 12.27 No Waiver. No failure of either Party to insist upon the strict performance by the other of any covenant, term or condition of this Fourth Agreement, nor any failure to exercise any right or remedy consequent upon a breach of any covenant, term, or condition of this Fourth Agreement, shall constitute a waiver of any such breach of such covenant, term or condition. No waiver of any breach shall affect or alter this Fourth Agreement, and each and every covenant, condition, and term hereof shall continue in full force and effect to any existing or subsequent breach. 12.28 Signing Authority. Each Party represents that the persons executing this Fourth Agreement on behalf thereof have full authority to do so and to bind such parties to perform pursuant to the terms and conditions of this Fourth Agreement. Concurrently with Operator’s submission of this Fourth Agreement to the City for execution, Operator will submit to City a copy of documents evidencing the due formation and nature of Operator and the signatory’s authority to sign on behalf of Operator. 12.29 Counterparts. This Fourth Agreement may be signed in multiple counterparts with the same force and effect as if all original signatures appeared on one copy; and in the event this Fourth Agreement is signed in counterparts, each counterpart shall be deemed an original and all of the counterparts shall be deemed to be one agreement. THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK. NEXT PAGE IS SIGNATURE PAGE.] Page 221 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 16 SIGNATURE PAGE TO FOURTH AMENDED AND RESTATED OPERATING AGREEMENT Living Coast Discovery Center, Chula Vista] IN WITNESS WHEREOF, the parties have executed this Fourth Agreement as of the date set forth below their signature. CITY: THE CITY OF CHULA VISTA By: ___________________________ John McCann, Mayor Date: _______________________ Attest: APPROVED AS TO FORM: Kerry Bigelow, City Clerk MARCO A. VERDUGO City Attorney Date: Date: _______________________ OPERATOR: LIVING COAST DISCOVERY CENTER By: _________________________ Risa Baron, Board Chair Date: ________________________ By: _________________________ Ben Vallejos, Executive Director Date: ________________________ Page 222 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Exhibit A Nature Center Land Page 223 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 224 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 225 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 226 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 227 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 228 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 229 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 230 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Page 231 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Exhibit B Permits and Contracts State of California Coastal Conservancy Grant/Funding Agreements: Grant Agreement #84-67 Grant Agreement #84-83 Grant Agreement #87-035 Grant Agreement #95-012 Grant Agreement #05-073 United States Fish and Wildlife Service Easements Grant/Funding Agreements: Agreement #801817M292 Agreement #816806J219 Agreement #816807G1060 Agreement #816807G1094 Agreement #816809J031 San Diego Unified Port District Grant/Funding Agreements: Agreement - Document 53847 Agreement - Document 53889 State of California – Department of Parks and Recreation Grant/Funding Agreements: Project #GF-37-018; Contract #50-13-016 Project #WC-37-001; Contract #C2009415 Project #UC-37-003; Contract # C2011022 Project #GF-37-084; Contract #C5028015 Page 232 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Exhibit C City “In-Kind” Services Maintenance of Facilities City, through its Public Works Department, at its sole cost, shall provide maintenance services and materials for LCDC facilities, infrastructure, built-in exhibits, and life support equipment in order to keep such items in operating condition in a manner commensurate with the provision of such services and materials to other City facilities, with a target of maintaining the LCDC in accordance with industry standards for similar facilities or better (“Routine Maintenance”). City’s obligations hereunder shall exclude the maintenance and repair work required for (a) temporary exhibits, (b) custodial maintenance and repair of any and all exhibit exteriors, and exhibit contents; (c) the coded entrance gate; and (d) any new improvements or facilities installed by Operator during the term except where Operator’s installation and City’s obligation for maintenance thereof is approved in writing by City in advance in accordance with Section 5.5 of the Fourth Agreement. In addition to Routine Maintenance, City’s obligations hereunder shall include the obligation to repair or replace, as necessary, any failed infrastructure or life support equipment item necessary for the full and lawful operation of the LCDC and the preservation and exhibit of LCDC Wildlife (“Key Facility Repair or Replacement”). City commits to expending up to $40,000 annually in labor and materials toward Key Facility Repair or Replacement during the Term of the Fourth Agreement, with any additional City funding subject to City approval in its sole discretion. Operator shall be responsible, subject to City's prior reasonable approval, for any Key Facility Repair or Replacement work it decides is necessary above and beyond City’s commitment hereunder. With the exception of the Key Facility Repair or Replacement obligation, the above described services and standards may be subject to modification in the event City budget related issues materially affect the standards upon which such services are delivered to City’s other facilities. Prior to implementing any such modifications in services, including any initial modification of service required below the standard of services existing as of the Effective Date, City agrees to provide Operator reasonable notice of such change and to reasonably consider Operator’s input regarding same, with the shared objective of maintaining the highest possible LCDC physical appearance, condition, and functionality. IT Services City, through its ITS Department, at its sole cost, shall provide Operator hardware, software, and support services for LCDC telecommunications and computing systems (including telephone and data transmission services) at level of quality similar to other City facilities for all currently installed IT related systems at the LCDC. Any additional hardware/software needs (upgrades/replacement) will be charged to the LCDC at the cost to acquire such hardware/software and shall require the prior approval of the ITS Department. Additionally, the City shall provide the following support services: Personnel IT account support Desktop support Internet access Intranet services Backup and data recovery Cyber Security Protection services and response Page 233 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 The Operator shall reimburse the City for: Microsoft 365 Accounts/Licenses, which include: o MS Office Applications o Email Account o One Drive Cloud Storage o SharePoint accounts and departmental file storage As of the Effective Date, the approximate cost is $39 per month for each full-time employee with a dedicated workstation, and $7 per month for each part time or maintenance employee sharing a workstation. These rates are subject to change at any time. City will not provide support for non-Microsoft approved applications. The Operator’s staff will abide by all City IT Policies, including Internet Web filtering, and shall not modify or alter any City IT hardware, software, or systems. The above-described services may be subject to modification in the event City budget related issues materially affect the standards upon which such services are delivered to City’s other facilities. Prior to implementing any modifications in services, including any initial modification of service required below the standard of services as the Effective Date, City agrees to provide Operator reasonable notice of such change. CPR Training City shall continue to offer CPR training to LCDC employees and volunteers at the same rate the City pays for each trainee. As of January 2024, this rate is $21 per trainee. This rate is subject to change at any time. Page 234 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 75710495;6 Exhibit D Port Property Tideland Use and Occupancy Permit Attached when negotiations complete] Page 235 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 From: alan mil Sent: Wednesday, August 6, 2025 9:12 AM Subject: Re: Fw: California is changing electric bill structure WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can confirm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov COPY TO NEWS MAYORS SAN DIEGO COUNTY DA SAN DIEGO SUPERVISORS SANDAG REPRESENTATIVES Good morning, @SANDAG CLERK - Please place entire email with links and pictures into Public Record Comment the next scheduled Sandag Board Directors Meeting FRIDAY NON AGENDA PUBLIC COMMENT. https://www.sandag.org/calendar @CHULA VISTA CITY CLERK - Please place entire email with links and pictures into Public Record Comment the next scheduled Chula Vista City Meeting TUESDAY 5PM NON AGENDA PUBLIC COMMENT. https://www.chulavistaca.gov/departments/mayor-council/council-meeting-agenda @COUNTY SUPERVISOR CLERK - Please place entire email with links and pictures into Public Record Comment for next scheduled Supervisor Meeting TUESDAY NON AGENDA PUBLIC COMMENT. https://www.sandiegocounty.gov/cob/bosa/index.html SDGE PROPOSAL FLAT CHARGE $ AGAINST LAW CHARGE NO PRODUCT $ DO NOT BELIEVE SDGE LIE - IT IS NOT 10% OFF Page 236 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 ITS A FLAT RATE CHARGE FOR NO SEVICE NO KILOWATTS SDGE PUSHED EXPENSIVE SOLAR PANELS TO EASE THE GRID GOES BACK ON PROMISE THAT RATE PAYERS PAY PER KILOWATT FLAT CHARGE DISCOURAGES CUSTOMERS TO BUY SOLAR PANELS FLEX ALERT WEAK GRID CANNOT SUPPORT EV MANDATE INSTEAD POWER SHUTOFFS BURY THE POWERLINES! Page 237 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 GOVERNOR NEWSOM AB1054 NO FIRE PREVENTION Page 238 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 On Tue, Aug 5, 2025 at 11:04 AM <henkinp@earthlink.net> wrote: Hi All, Hope it's real! "The Base Services Charge covers some of the fixed costs previously included in the electric delivery price—like customer service, transformers, and meters that help ensure safe, reliable electric delivery to your property. By moving some costs out of delivery pricing, you may pay about 10% less per kWh for the energy you use." And now it sounds like SDGE won't have to wait until the next seasonal delivery price change to raise prices (charge us right away for increased labor? However 10% off is good - almost makes up for their wanting a 14% ERRA cost adjustment. Regards and good luck, Paul Henkin -----Forwarded Message----- From: <webmaster@sdge.messages3.com> Sent: Aug 5, 2025 10:02 AM To: < Subject: California is changing electric bill structure Para ver en español, haga clic aquí Page 239 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 August 05, 2025 | Account: ********8322 Dear PAUL HENKIN, This fall, your SDG&E® bill will show electric delivery charges in a new way. This is not an extra charge, rather it is a change in how your bill is structured. Page 240 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 Why is this happening? California Assembly Bill 205 requires investor-owned electric utilities across the state to change how residential customers are billed to help make bills more transparent, while making it more affordable to use electric technologies, such as cars and appliances. What’s changing? We’re updating how some existing costs appear on your bill. Starting soon, you’ll see a new line item called the Base Services Charge, which will be approximately* $24 per month. The Base Services Charge covers some of the fixed costs previously included in the electric delivery price—like customer service, transformers, and meters that help ensure safe, reliable electric delivery to your property. By moving some costs out of delivery pricing, you may pay about 10% less per kWh for the energy you use (roughly 5 cents per kWh on electric delivery).** Each customer’s usage varies, so lower electricity prices may or may not lead to a lower total bill. Because this is a reallocation of costs, SDG&E will not earn more profit from this change. Page 241 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 What’s staying the same? • Your pricing plan stays the same, and a portion of your bill will still be based on how much electricity you use. Log in to MyEnergyCenter.com to learn more about your energy use. • The standard electric generation charges, taxes, fees and credits on your bill will stay the same. Page 242 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 What happens next? • Next month, we’ll send you more details and examples of how the Base Service Charge may change electricity bills. • In October 2025, you’ll see the Base Services Charge as a separate line item on your monthly bill. • See if you qualify for an income-based discount on your Base Services Charge through SDG&E’s assistance programs at sdge.com/assistance. We’re here to help you understand your bill and the Base Services Charge. That’s why we've set up a dedicated web page with more information and answers to common questions. To learn more, visit sdge.com/BaseServicesCharge or call 1-800-411-7343. LEARN MORE ↗ SDG&E is committed to keeping electricity reliable and sustainable for all. These changes are a significant step towards California’s cleaner, more sustainable energy future. Sincerely, SDG&E Customer Service *Your Base Services Charge may vary between $22.22 – $26.18 based on the number of days in the billing month. For details on how your Base Services Charge will be calculated, visit sdge.com/BaseServicesCharge. Page 243 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 ** Actual price reductions will vary depending on your rate plan, commodity provider, electricity usage, and the rates effective at the time of Base Services Charge implementation. To unsubscribe from emails like this, please click here. SDG&E® values your privacy; view our privacy policy and privacy notice. © 2025 San Diego Gas & Electric Company. Trademarks are the property of their respective owners. All rights reserved. 8330 Century Park Court, San Diego, CA 92123 -- Informative links below my signature BOOKMARK AND SHARE Ballotpedia to Research Facts every Candidate and Proposition :) Alan Curry SANDAG 2025 REGIONAL PLAN PAGE 4 125 TOLL BECOMES PERMANENT MANAGED TOLL TRANSNET ALREADY FUNDED ROADS DOUBLE TAX CONVERT FREEWAY LANES TO MANAGED TOLL LANES CORONADO BRIDGE TOLL IS BACK / ALL FREEWAYS GET A TOLL https://www.sandag.org/-/media/SANDAG/Documents/PDF/regional-plan/2025- regional-plan/2025-draft-proposed-regional-transportation-network-eng.pdf Page 244 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 SAN DIEGO COUNTY VOTERS STOPPED SANDAG TAX https://www.sandiegouniontribune.com/2024/10/04/endorsement-reject-measure-g- sandag-is-dishonest-dysfunctional/ VOTERS WERE PROMISED TWICE 1988 AND 2004 TRANSNET TAX EXPAND FREEWAYS SANDAG IGNORES FREEWAYS FIRE EGRESS https://www.sandag.org/funding/transnet Page 245 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 EVERY CA CITY VOTED MAKE CRIME ILLEGAL AGAIN REPEALED KAMALA HARRIS HORRIBLE PROP 47 LAW https://web.archive.org/web/20241106045649/https://electionresults.sos.ca.gov/retu rns/maps/ballot-measures/prop/36 DO NOT TRUST STATE WRITTEN BALLOTS THE TITLE SUMMARY LIES MISLEADS VOTERS AS CA AG KAMALA HARRIS WROTE CA PROP 47 MISLEADING TITLE "SAFE NEIGHBORHOODS ACT" RESULTED HUGE INCREASE CA CRIME DRUG ABUSE! https://thefederalist.com/2024/08/09/california-can-thank-kamala-harris-for-its- crime-problem/ Page 246 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Written Communications – PC Curry – Received 8/6/2025 USE BALLOTPEDIA LISTS TRUTH https://ballotpedia.org/California_Proposition_47,_Reduced_Penalties_for_Some_Cri mes_Initiative_(2014) https://ballotpedia.org/Elections https://vote.gov/ Page 247 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Public Comments - Shelton Received 8/22/2025 From: JeffShelton3 Sent: Friday, August 22, 2025 1:02 PM To: John McCann <jmccann@chulavistaca.gov>; Michael Inzunza <minzunza@chulavistaca.gov>; Carolina Chavez <cchavez@chulavistaca.gov>; Cesar Fernandez <cfernandez@chulavistaca.gov>; Jose Preciado <jpreciado@chulavistaca.gov>; Council District 3 <District3@chulavistaca.gov>; Council District 4 <District4@chulavistaca.gov>; Council District 2 <District2@chulavistaca.gov>; Council District 1 <District1@chulavistaca.gov>; CityClerk <CityClerk@chulavistaca.gov> Subject: Policy Brief Submission: ALPR Program Oversight & Suspension Request WARNING - This email originated from outside the City of Chula Vista. Do not click any links and do not open attachments unless you can conflrm the sender. PLEASE REPORT SUSPICIOUS EMAILS BY USING THE PHISH ALERT REPORT BUTTON or to reportphishing@chulavistaca.gov Dear Mayor McCann, Council Members, and City Clerk, Please flnd attached a policy brief outlining serious compliance, privacy, and constitutional concerns regarding the City’s Automated License Plate Reader (ALPR) program operated under contract with Flock Safety. The brief documents: Unverifled retention/audit compliance, Potential policy confiicts with statewide/nationwide network access, California constitutional privacy risks, Some people who received this message don't often get email from . Learn why this is important Page 248 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Public Comments - Shelton Received 8/22/2025 Fourth Amendment exposure, and Denver’s precedent for suspending similar programs. Given these flndings, I respectfully request: 1. Temporary suspension of the ALPR program pending independent review; 2. Independent auditing of purge logs, access records, and network sharing; 3. Public reporting requirements for future program transparency. Please conflrm receipt and ensure this brief is distributed to all Council members and added to the legislative record for upcoming meetings. Thank you for your time and attention to this matter. Sincerely, Jeff Shelton Chula Vista Resident Sent with Proton Mail secure email. Page 249 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Brief – ALPR Program: Audit, Privacy, and Compliance Gaps in Chula Vista Executive Summary The City of Chula Vista’s Automated License Plate Reader (ALPR) program—operated under a $1.37M, 36-month contract with Flock Safety—presents unresolved compliance, privacy, and constitutional risks. Recent public records and policy review reveal gaps between the City’s obligations under California Civil Code §§1798.90.5–1798.90.55 (SB-34), the California Constitution (Art. I, §1 – Right to Privacy), and the Fourth Amendment. Other jurisdictions, including Denver, Colorado, have suspended or terminated similar programs over these exact concerns. Chula Vista should follow this precedent by imposing a temporary suspension pending independent review. Key Findings • Retention & Purge Compliance – No public records verify 30-day data deletion compliance or exceptions. • Audit & Access Logging – Audits only 'should' be done; no published logs or results. • Data Sharing & Network Controls – Flock State/Nationwide Networks may bypass written request safeguards. • Constitutional Risks – Mass, suspicion-less tracking raises California privacy and Fourth Amendment concerns. • Minimal Training & Oversight – Two-hour training requirement with no public refresher evidence. Denver Precedent In 2023, Denver City Council defunded its Flock ALPR program after the City Attorney cited privacy, civil liberties, and lack of accountability risks. Chula Vista faces identical policy gaps: weak audit trails, opaque network sharing, and no published privacy impact assessments. Requested Council Actions • Immediate Suspension – Pause ALPR data collection until purge/audit records, network access controls, and privacy assessments are completed. • Independent Audit – Review retention/purge logs, audit execution, and network access governance. • Public Reporting & Policy Revisions – Quarterly public audit reports, mandatory audit requirements, and strict data-sharing approvals. • Cost-Benefit Transparency – Annual reports on investigative outcomes vs. program costs and civil liberties impacts. Conclusion Page 250 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chula Vista can protect public safety without eroding civil liberties. A temporary suspension, independent audit, and policy revisions will align the City’s ALPR program with state law, constitutional standards, and community expectations—just as Denver and other cities have done. Page 251 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza you lied to me. I will never believe what you say. nor will I ever trust you! REMEMBER Trust is like virginity. once you lose it you will never get it back. Written Communications - PC Acosta - Received 9/3/2025 Page 252 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda On March 4th Michael Inzunza had one of his cronies repeatedly call me to tell me to call you. When called Michael Inzunza lost control on the phone, not speaking as an adult but like mentally unstable individual in need of medical assistance began to scream on the phone. Once again in my unmedical opinion in April Michael Inzunza excessive rudeness was displayed his mental unsteadiness during a council Meeting for the world see Michael Inzunza true personality. City Attorney I believe that the RICO ACT applies to Michael Inzunza for his unethical Unprofessional behavior attitude and abuse of his political Title. Michael Inzunza in my point of view You will never be like a Kennedy. Your Behavior is mirroring more a TRUMP. The Racketeer Influenced and Corrupt Organization Act – or RICO as it is more commonly referred to JULY 5, 2022 June 26th at Norman park during a Democratic club meeting While I was sitting. You got went behind a table. (was that to place a barricade between you and where I was sitting) You Michael Inzunza once again lost control began screaming at me verbally what to me seems insults and attempting to embarrassed me. in front of the democratic club members that were present YES in front of Council member Preciado (who ignored your unprofessional behavior unbecoming of Chula Vista representative) His assistance and several Democratic members you once again began to bully me creaming in front of everyone present. once again losing control ignoring one of the members telling you to calm down. Written Communications - PC Acosta - Received 9/3/2025 Page 253 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza are you a closet Republican ? or do you just go where you could benefit? CANDIDATE MARCH TO CHULA VISTA CITY HALL By Albert Fulcher 02/16/2024 •Supervisor Greg Cox, brought me on as his District Director •responsible for Chula Vista, Bonita, San Ysidro and National City. candidate fully endorsed by former Chula Vista Mayors Greg & Cheryl Cox, What is your background? Why are you running for Chula Vista City Council? Page 254 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda How Do RICO Charges Work in California ? •It is my believe that. • •Michael Insulza participating in closed doors meetings where those matters are include as published in the council meeting Agenda while it is not illegal it is unethical and abusing Trust , •Not mine •As I do Not Trust Michael Inzunza •HE HAS Lie to e before and I do not trust him . A gavel and cubes with letters on a table Description automatically generated City Attorney I QUESTION if Michael Insulza could be in Violation of the RICO Act Will you review and / or forward it to District Attorney for assistance. Michaels received campaign contribution from a person who presently has legal and unsolved matters with the City Of Chula Vista Page 255 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda How Do RICO Charges Work in California? The Racketeer Influenced and Corrupt Organization Act .It can include any partnership, corporation, association, union, other legal entity, or any group of individuals associated with one another •City Attorney I am wondering •if Michael Insulza could be in Violation of the RICO Act Will you review and / or forward it to District attorney for assistance. • Michaels received campaign contribution from a person who presently has legal and unsolved matters with the City Of Chula Vista • •It is my believe that. • •Michael Insulza participating in closed doors meetings where those matters are include as published in the council meeting Agenda while it is not illegal •it is unethical However it is abusing the Trust, Not mine As I do Not Trust Michael Inzunza Lie to me before and I do not trust him. Page 256 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza, ARE you are in violation of 2.01.030 Code of ethics? 3.Divulge confidential information for personal gain or for the gain of associates in a manner contrary to the public interest or in violation of any law and if in fact you are in violation there should be consequences Perhaps Inzunza should be sensor, suspend, remove while it is not illegal you are asking or accepting campaign contribution from those who have unsolved legal problem with the City of Chula Vista it is unethical and wrong I question ARE you been paid to influence the city or pass information from the closed discussion to those who contribute to you campaign? Don’t answer remember you Lie to me before and So, I WILL NEVER believe you! CITY OF CHULA VISTA V. SLADE FICHER, EL AL., SAN DIEGO SUPERIOR COURT, CASE NO. 24CU006375C? I BELIEVE IS A VIOLATION OF CODE OF ETHICS 2.01.30 IF MICHAEL INZUNZA RECIVED CAMPAIGN CONTRIBUTION FROM ALLEN CASSELL Page 257 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda •S.D. marijuana merchants pour cash into political action committee •With marijuana sales finally legalized in California, local pot merchants have been pouring cash into a political action committee known as Citizens for Public Safety and Safe Access, sponsored by the Association of Cannabis Professionals. … •Individual donors Ramzi Murad of El Cajon READER News Under the Radar February 14, 2018 Page 258 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza Were you lying when you wrote that you were pushing hard and negotiating with Teamsters and Republic Services? Are you authorized to speak on behalf of the city and to negotiate? If you are NOT and if you in fact you negotiated it could be ABUSE OF OFFICE, CONFLICTS OF INTEREST, AND ETHICAL STANDARDS and perhaps Violation of the RICO Act Page 259 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza, I think I have an idea why you want to charge $10.000.00 (Ten Thousand ) when I speak) Are you planning to finally pay the Ten Thousand Dollars Phone Bill That according to ParentAdvocates.org you need to pay. I’m Just asking? You can not use other peoples Money to pay your Bills ( You Play, You Pay !) GOVERNMENT LIES, CORRUPTION AND MISMANAGEMENT •By Leslie Wolf BranscombUNION-TRIBUNE STAFF WRITERJuly 2, 2005 •From October 2001 through the end of last month the district paid $9,788.79 for Inzunza's cell phone bills. Editor of Sweetwater Union High School District's Blurb Magazine Spent Almost $10,000 ON INZUNZA’S Phone Calls Page 260 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City Manager and all those in Chula Vista Finance Department keep a very close eye on Michael Inzunza expenses that eventually are paid by me a taxpayer GOVERNMENT LIES, CORRUPTION AND MISMANAGEMENT •By Leslie Wolf BranscombUNION-TRIBUNE STAFF WRITERJuly 2, 2005 •From October 2001 through the end of last month the district paid $9,788.79 for Inzunza's cell phone bills. Editor of Sweetwater Union High School District's Blurb Magazine Spent Almost $10,000 ON INZUNZA’S Phone Calls Page 261 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City Manager and all those in Chula Vista Finance Department keep a very close eye on Michael Inzunza expenses that eventually are paid by me a taxpayer. •Check, Double check, triple check •have a second person check •and rechecked confirm and verify any and all claims submitted By Inzunza and those around and or associated with Michael Inzunza •I just do not Trust Him. •He has not earned my Trust • Page 262 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Editor of Sweetwater Union High School District's Blurb Magazine Spent Almost $10,000 on Phone Calls There were calls to Tijuana, Mexicali, Miami, New York, Las Vegas and Wisconsin, and numerous calls to home and cell phone numbers in the Los Angeles area. Calls the district paid for include 108 calls made and received the night Inzunza's brother Nick was elected mayor of National City, 40 of them between 9 p.m. and 2 a.m., including calls to campaign workers and the county Registrar of Voters. •, including movie theaters, restaurants, video rental stores, auto repair shops, music stores, hotels and nightclubs. Page 263 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City Manager and all those in Chula Vista Finance Department keep a very close eye on Michael Inzunza expenses that eventually are paid by me a taxpayer. •School district paid $9,788 for teacher Inzunza's cell phone use • •By Leslie Wolf Branscomb UNION- TRIBUNE STAFF WRITER July 2, 2005, LINK •In May, when asked about Inzunza's cell phone expenditures, then-Superintendent Edward Brand said, "He'll be held accountable for that and he'll have to reimburse us. •" However, Inzunza has apparently not reimbursed the district •and no mention of his phone usage was made in any of his performance evaluations, which were obtained by The Union-Tribune with Inzunza's consent. Page 264 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda PROCLAMATIONS I believe that POCLAMATION ARE VERY SPECIAL I also believe that Proclamations should be presented by an Elected Official NOT By their Spouse or their plus ONE I believe that by havening their spouse presenting Proclamations it will lose the significant of a Proclamatio n And become just like a Christmas cards Something else to throw in the trash can If elected Official is unable to do the representation Just wait for when schedule permits or Perhaps someone from their office But NOT their Spouse or their Plus One Page 265 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Joseph A Raso CHULA VISTA, CA 91910 Telephone Honorable Mayor and Chula Vista City Council September 9, 2025 My name is Joseph A. Raso, and as your constituent, I am once again reaching out with a request that speaks directly to fairness, representation, and the trust residents place in their elected officials. I respectfully urge the Council to amend its procedural rules so that any individual Council Member may place an item on a future agenda for discussion, provided that motion receives a second. At present, the requirement that a majority of Council Members must first agree before an item can even appear on the agenda creates a barrier between residents and their government. Too often, Chula Vista residents who seek solutions to pressing local problems find themselves shut out—not because their concerns lack merit, but because their representative cannot bring the matter forward without majority approval in advance. This rule unintentionally stifles open dialogue, prevents diverse perspectives from being considered, and risks silencing minority viewpoints. True representation means that every Council Member has an equal voice in raising the issues their constituents bring to them. Adopting this change would: Enhance fairness and transparency by ensuring all voices—both within the Council and across the community—can be heard. Encourage healthy debate and accountability, allowing ideas to be tested in the open rather than filtered behind closed doors. Page of1 2 Written Communications - PC Raso - Received 9/8/2025 Page 266 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Strengthen democratic principles by guaranteeing that every elected representative can fulfill their duty to represent the people who elected them. Major California cities, including San Diego and Los Angeles, already provide this opportunity to their Council Members. Chula Vista should not lag behind—we should lead in ensuring that our residents receive fair representation and that no community voice is unnecessarily muted. I respectfully ask that you docket this procedural rule change for consideration at a future meeting, and that you vote to adopt it. By doing so, you will affirm that in Chula Vista, every resident’s concerns deserve a path to open discussion. Thank you for your time, your service, and your commitment to the people of our city. Respectfully, Joseph A. Raso Page of2 2 Written Communications - PC Raso - Received 9/8/2025 Page 267 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda posing 1 [poh-zing ]Phonetic (Standard)IPA noun 1.the act or practice of assuming a particular attitude or stance, especially with the hope of impressing others: 2.the act or practice of falsely representing oneself: Under all his posing as an honest reporter, his real purpose is to defend a barbarous regime. Written Communications - PC Acosta - Received 9/8/2025 Page 268 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Michael Inzunza In my opinion is not how many Photo ops you take the opportunity to part OF Written Communications - PC Acosta - Received 9/8/2025 Page 269 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda MICHEAL , Were you helping? or posing for Photo op for a self promotion? Michael Inzunza is in Chula Vista, CA. March 8 · Volunteering to deliver Meals On Wheels for Chula Vista’s seniors gave me the opportunity to re-connect with neighbors and new friends near the West Chula Vista area off of Orange Ave. where I grew up. This is such an essential program that we need to protect for our elderly. LETS GO CHULA VISTA Written Communications - PC Acosta - Received 9/8/2025 Page 270 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Community Facilities District: Formation Proceedings for Community Facilities District No. 2024-2 (Moss Street) Report Number: 25-0221 Location: 676 Moss Street Department: Development Services G.C. § 84308 Regulations Apply: Yes Environmental Notice: The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act (“CEQA”) State Guidelines. Therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is required. Recommended Action Conduct the public hearing, adopt the following resolutions, and place the ordinance on first reading: A. Resolution Establishing Community Facilities District 2024-2 (Moss Street) B. Resolution Determining Necessity to Incur Bonded Indebtedness C. Resolution Calling an Election Relating to the Levy of a Special Tax D. Resolution Declaring the Results of said Election E. Ordinance relating to the Levy of a Special Tax within Community Facilities District No. 2024-2 (Moss Street) (First Reading) F. Resolution Approving Acquisition-Financing Agreement Page 271 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 SUMMARY On July 22, 2025, the City Council approved a resolution declaring its intention to form Community Facilities District 2024-2 (Moss Street) (“CFD 2024-2”) and, a resolution declaring its intention to incur bonded indebtedness, and set a public hearing on the formation of CFD 2024-2 for September 9, 2025. The owner of the Moss Street project, Shea Homes Limited Partnership (“Developer”), is in the process of constructing 141 for-sale, market rate condominiums on the former industrial warehouse at 676 Moss Street. In connection with this development, the Developer is required to pay certain City Development Impact Fees (“DIFs”), fees of the Sweetwater Authority and other fees associated with the project. The Developer has requested the formation of a new Community Facilities District, to pay for DIF and certain other fees associated with the project. A Community Facilities District is a special financing district that will sell bonds to generate funds for the financing of DIFs to construct public facilities, as well as fees of the Sweetwater Authority. Special taxes will be levied to repay the bonds. Tonight’s action will continue the formal proceedings leading to the establishment of CFD 2024-2 and the levy of special taxes therein. Any bonds to be issued by CFD 2024-2 will be presented to the City Council for approval at a later date. 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. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable DISCUSSION Previous Actions In accordance with the Mello-Roos Community Facilities Act of 1982 (the “Act”), and the City of Chula Vista Community Facilities District Ordinance, the Developer submitted a petition requesting that the City conduct proceedings to consider the approval of the formation of CFD 2024-2 and the subsequent issuance of bonds in order to pay certain DIF and other fees associated with the project which will fund the construction of other public facilities necessary to mitigate the project’s impacts. To facilitate the Developer’s petition, the City Council previously declared its intention to establish CFD 2024- 2, set the public hearing date on the formation of CFD 2024-2 to be September 9, 2025, and approved the boundaries of CFD 2024-2 at its Council Meeting on July 22, 2025 by adopting Resolution No. 2025-125. Additionally, the Council adopted Resolution No. 2025-126 declaring its necessity to incur bonded indebtedness in CFD No. 2024-2. Page 272 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 Prior to tonight’s meeting, Harris and Associates, the City’s special tax consultant, prepared a report on CFD 2024-2 in accordance with Government Code section 53321.5 (Attachment 1). The report contains a description of the public facilities and their estimated cost to be financed by the CFD. The report is attached hereto, and by such action is deemed filed with the City Council. Description of the Project The Moss Street project proposes 141 for sale, market-rate condominiums across 18 buildings on a 6.94-acre site. This property was formerly used for industrial purposes and is located at 676 Moss Street. The l and within CFD No. 2024-2 is generally bounded by H Street, Fig Avenue, I Street, and Broadway (Attachment 2). The Developer currently owns 100% of the land within the proposed CFD boundaries. Tentative Map No. 18- 0006 was approved January 5, 2021 to subdivide the site and the Final Map was recorded July 14, 2025. The existing improvements were demolished, and the Developer is currently constructing the condominiums with first home closings anticipated in the second quarter of 2026. Background and Purpose of Community Facilities Districts (CFDs) The Mello-Roos Community Facilities Act of 1982 (“Mello-Roos Act”) allows cities and other local governments in California to create special tax districts known as Community Facilities Districts, or CFDs as a way to finance public infrastructure and services. This financing tool is especially useful in growing communities where new development creates demand for roads, parks, sewer systems, and other public facilities. Before forming any CFDs, local agencies must adopt policies outlining how they will use the Mello-Roos Act. The Chula Vista City Council adopted such policies on January 13, 1998, officially allowing the use of CFDs in the City to help fund (1) the construction or acquisition of public infrastructure and (2) the operation of certain public services. Shortly after, on April 28, 1998, the City Council adopted the “Chula Vista Community Facilities District Ordinance” (the “CFD Ordinance”) under its Charter authority. This ordinance allowed the City to use the Mello-Roos Act with several local modifications, including: Incorporating all maintenance activities authorized by the Landscaping & Lighting Act of 1972; Allowing additional maintenance activities not specifically covered by state law; and Establishing a reserve fund for ongoing maintenance in open space districts. On July 23, 2019, the City Council codified the CFD Ordinance into the Chula Vista Municipal Code as Chapter 3.60 (Community Facilities Districts – General). More recently, on October 24, 2023, the Council approved updates to the Goals and Policies to explicitly allow the use of CFD financing to pay for DIFs, which are charges that help offset the cost of new development on public infrastructure, and to allow an inflationary increase of the tax rates for a limited number of years. The CFD proposed under this action CFD No. 2024-2 (Moss Street) aligns with both the City’s current Goals and Policies and the CFD Ordinance. Page 273 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 4 Proposed Special Tax The Rate and Method of Apportionment of Special Tax (“RMA”) sets forth how the special taxes will be levied and in what amount (Attachment 3). Each year the Annual Special Tax Requirement, as defined in the RMA, is determined, and then apportioned to each taxable parcel within CFD No. 2024-2 (Moss Street). The Annual Special Tax Requirement generally includes the amount necessary to pay the principal and interest on the outstanding bonds and administrative expenses. The special tax is levied first on residential property for which a building permit is issued prior to March 1 of the preceding fiscal year. If additional monies are needed to satisfy the Annual Special Tax Requirement after the first step has been completed, an amount will be levied on each parcel of undeveloped property. In no event shall the tax be levied in an amount higher than the Maximum Special Tax. Table 1 below details the Assigned Special Tax Rates for fiscal year 2026-27. Table 1 Fiscal Year 2026-27 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior fiscal year (for a period of eleven years). Acquisition-Financing Agreement The Acquisition-Financing Agreement describes the facilities and DIFs that may be financed with the bonds and establishes the terms and conditions for acquiring and financing the public improvements (Attachment 4). The expectation is that bonds will be issued in the future to satisfy the obligation of the developer for several of the City’s DIFs. Issuance of the bonds will not occur until additional development has occurred on the site, and approval of such bonds will be brought to the City Council for consideration at a future meeting. Formation Proceedings The City Council is required to hold a public hearing regarding the proposed CFD No. 2024-2. The Resolution of Intention to form CFD No. 2024-2 adopted by the City on July 22, 2025 called for such public hearing to be held on September 9, 2025. The public hearing allows all interested persons desiring to be heard on all matters pertaining to the formation of CFD No. 2024-2, and the fees and Facilities eligible to be financed by CFD No. 2024-2, the issuance of bonds by the City for CFD No. 2024-2, and the levy of the special tax, to be heard. The notice of the public hearing was published in the Star News. Page 274 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 5 As noted above, a report (“Report”) as to the costs of the Facilities to be financed by the CFD No. 2024-2 is presented (Attachment 1) at this meeting. After the public hearing, if less than a majority of owners of the land proposed to be included in CFD No. 2024-2 have filed written protests against the establishment of CFD No. 2024-2, the City Council may proceed with the actions to form CFD No. 2024-2 and authorize the levy of the special tax. If the owners of one-half or more of the area of the land in the territory proposed to be included in CFD No. 2024-2, and not exempt from the special tax, file written protests against the establishment of CFD No. 2024-2, and protests are not withdrawn so as to reduce the value of the protests to less than a majority, no further proceedings to create CFD No. 2024-2 will be conducted at this meeting. Shea Homes Limited Partnership is the only owner of land in CFD No. 2024-2, and there are no persons registered to vote residing in CFD No. 2024-2. Resolution of Formation – The first action required if the City Council determines to proceed with the formation is the adoption of a resolution establishing CFD No. 2024-2 (“Resolution of Formation”). The Resolution of Formation: determines that all prior actions taken in connection with the formation of CFD No. 2024-2 and the levy of the special tax on property within CFD No. 2024-2 have been duly considered and determined to be valid and in conformity with the Act; establishes CFD No. 2024-2; approves the boundaries of CFD No. 2024-2 (Attachment 2); confirms the types of Facilities to be financed by CFD No. 2024-2; provides for the levy of the special taxes in accordance with the RMA; provides for an initial annual appropriations limit for CFD No. 2024-2; and requires the proposition of the levy of special tax and the proposition of the establishment of the appropriations limit to be submitted to the qualified electors of CFD No. 2024-2. Resolution of Necessity - The City will next consider adoption of a resolution determining the necessity to incur bonded indebtedness for CFD No. 2024-2 (“Resolution of Necessity”). The Resolution of Necessity provides $10,000,000 as the maximum principal amount of bonded indebtedness to be incurred for CFD No. 2024-2. The Resolution of Necessity requires the proposition of incurring the bonded indebtedness authorized by the resolution to be submitted to the qualified electors of CFD No. 2024-2 and consolidated with the election on the propositions required by the Resolution of Formation. Special Election – Following the adoption of the Resolution of Formation and Resolution of Necessity, the City Council will consider the adoption of a resolution calling for a special election. A written waiver executed by the sole owner of the property to be included in CFD No. 2024-2 allowing for a shortening of time for the special election to expedite the CFD No. 2024-2 formation process and waiving any requirement for notice, analyses and arguments in connection with the special election is on file with the City Clerk. As a result, the special election for CFD No. 2024-2 is being held at this meeting. Page 275 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 6 Once the special election has been held and the City Clerk has canvassed the election, the City Clerk will execute a Canvass and Statement of Result of Special Election, attached to the resolution declaring the results of special election, as Exhibit A. Following the adoption of this resolution, the City Clerk will cause a notice of special tax lien (Attachment 5) to be recorded in the San Diego County Recorder’s Office. Special Tax Levy; First Reading of Ordinance – Following the public hearing on the formation, election and adoption of the foregoing resolutions, the City Council will be asked to introduce an Ordinance Levying Special Taxes within CFD No. 2024-2. Resolution Approving Acquisition-Financing Agreement - The City will consider adoption of a resolution approving the Acquisition-Financing Agreement (Attachment 4) between the City and the Developer relating to the DIFs that will be financed by CFD No. 2024-2. Future Action A Joint Community Facilities Agreement between the City and the Sweetwater Authority which describes the fees of the Sweetwater Authority that may be financed with the bonds and establishes the terms and conditions for financing the fees will be presented at a future Council meeting. DECISION-MAKER CONFLICT Staff has reviewed the property holdings of the City Council members and has found no property holdings within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item does not present a disqualifying real property-related financial conflict of interest under California Code of Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code §87100, et seq.). Staff is not independently aware of, nor 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 All CFD formation costs are borne by the applicant, resulting in no current-year fiscal impact to the General Fund or Development Services Fund. ONGOING FISCAL IMPACT There is no on-going fiscal impact as a result of this action. Once the Community Facility District is formed, the special taxes levied will pay annual City and bond administrative costs and debt service on the bonds issued. ATTACHMENTS 1. Community Facilities District (CFD) Report 2. Boundary Map 3. Rate and Method of Apportionment of Special Taxes 4. Acquisition-Financing Agreement 5. Notice of Special Tax Lien Page 276 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 7 Staff Contact: Rebecca Bridgeford, Deputy Director, Development Services Robert A. Vacchi, Interim Director, Development Services Page 277 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 1 RESOLUTION NO. ________ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ESTABLISHING COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, AND THE BOUNDARIES THEREOF WHEREAS, the CITY COUNCIL (the “City Council”) of the CITY OF CHULA VISTA (the “City”) has heretofore adopted Resolution No. 2025-125 (the “Resolution of Intention”) stating that a community facilities district to be known as “Community Facilities District No. 2024- 2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California” (“CFD No. 2024-2”), is proposed to be established pursuant to Chapter 2.5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as the “Mello-Roos Community Facilities Act of 1982” (the “Act”), and setting the time and place for a public hearing on the formation of CFD No. 2024-2; and WHEREAS, CFD No. 2024-2 is proposed to be established for the purpose of financing certain public facilities (the “Facilities”), and the payment of debt service on debt in connection with such Facilities, of which are necessary to meet increased demands placed upon the City as a result of the development of said real property; and WHEREAS, notice was published and mailed to the owner of all of the property in CFD No. 2024-2 relative to the intention of the City Council to establish CFD No. 2024-2, the levy of special taxes therein, and of the time and place of the public hearing; and WHEREAS, on September 9, 2025, the City Council conducted the public hearing as required by law relative to the formation of CFD No. 2024-2, the levy of special taxes therein, and the provision of public services therein; and WHEREAS, prior to the commencement of the public hearing a report was filed with the City Council (the “Report”) containing a description and an estimate of the fair and reasonable costs of providing such public facilities, as required by Section 53321.5 of the Act required to adequately meet the needs of CFD No. 2024-2; and WHEREAS, at the public hearing all persons desiring to be heard on all matters pertaining to the formation of CFD No. 2024-2, the levy of the special taxes therein, the provision of public facilities, and the incurring of the bonded indebtedness therein was heard, and a full and fair hearing was held; and WHEREAS, at the public hearing evidence was presented to the City Council on the matters before it, and the City Council, at the conclusion of the hearing, was fully advised as to all matters relating to the formation of CFD No. 2024-2, the levy of the special taxes therein, the incurring of bonded indebtedness and the provision of public facilities therein; and WHEREAS, the City Council may, therefore, proceed to establish CFD No. 2024-2; and Page 278 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 2 WHEREAS, the City Clerk has advised the City Council that they have received a statement from the Registrar of Voters of the County of San Diego that there are no persons registered to vote in the territory of CFD No. 2024-2. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that the City Council finds as follows: (a) All of the preceding recitals are true and correct and are incorporated herein by this reference; (b) On September 9, 2025, pursuant to notice thereof duly given as provided by law, the City Council conducted a public hearing with respect to the formation of CFD No. 2024-2, and the annual levying of specified special taxes on the taxable property within CFD No. 2024-2 to finance the Facilities, and the payment of debt service on debt in connection with such Facilities, which are described herein; (c) The boundary map of CFD No. 2024-2 was recorded on July 28, 2025, pursuant to Sections 3111 and 3113 of the California Streets and Highways Code, at page 62 in Book 52 of Maps of Assessment and Community Facilities Districts, and as Instrument No. 2025-7000350 in the official records of the County of San Diego; (d) No written protests were received, at or prior to the time of the public hearing, against the formation of CFD No. 2024-2, or the levying of the special taxes, and the special taxes have, therefore, not been eliminated by majority protest pursuant to Section 53324 of the Act; (e) The City Council is, therefore, authorized to adopt a resolution of formation pursuant to Section 53325.1 of the Act for the formation of Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California, and CFD No. 2024-2 should be established; and (f) Twelve (12) persons have not been registered to vote within the territory of CFD No. 2024-2 for each of the 90 days preceding the close of the public hearing on September 9, 2025, and pursuant to Section 53326 of the Act, the vote in the Special Election (defined below) provided for herein shall, therefore, be by the landowners of CFD No. 2024-2 whose property would be subject to the special taxes if they were levied at the time of the elections, and each landowner shall have one vote for each acre, or portion thereof, which he or she owns within CFD No. 2024- 2 which would be subject to the proposed special taxes if they were levied at the time of the elections. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the rate and method of apportionment of the Special Taxes to be levied on parcels of taxable property in CFD No. 2024-2 (“Rate and Method”), as set forth in Exhibit A hereto, are hereby approved. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that Community Facilities District No. 2024-2 (Moss Street) of City of Chula Vista, County of San Diego, State of California, is hereby established. The boundaries of CFD No. 2024-2 are set forth and shown on the map entitled “Proposed Boundary of Community Facilities District No. 2024-2 Page 279 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 3 (Moss Street), City of Chula Vista, County of San Diego, State of California,” which is on file with the City Clerk, and those boundaries are hereby established. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the types of Facilities and Incidental Expenses, defined below, of CFD No. 2024-2 are as follows: (a) A general description of the Facilities proposed to be financed by CFD No. 2024-2 is set forth in Exhibit B attached hereto and incorporated herein by this reference. (b) The incidental expenses proposed to be incurred are: (i) the cost of planning and designing the Facilities and the cost of environmental evaluations thereof, (ii) all costs associated with the formation of the CFD No. 2024-2, the issuance of the bonds thereof, the determination of the amount of and collection of special taxes, the payment of special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the CFD No. 2024-2, and (iii) any other expenses incidental to the construction, completion, and inspection of the Facilities (the “Incidental Expenses”). BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that except where funds are otherwise available, a special tax sufficient to finance the Facilities, the payment of debt service on outstanding debt in connection with such Facilities, and related Incidental Expenses (the “Special Taxes”), secured by the recordation of a continuing lien against all taxable or nonexempt property in CFD No. 2024-2, shall be annually levied within CFD No. 2024-2. The Development Services Department located at 276 Fourth Ave, Chula Vista, CA 91910, telephone number (619) 691-5101, shall be responsible for preparing annually a current roll of special tax levy obligations by assessor’s parcel number on nonexempt property and will be responsible for estimating future special tax levies. For further particulars as to the Rate and Method reference is made to the attached and incorporated Exhibit A, which sets forth in sufficient detail the rate and method of apportionment of the Special Taxes to allow each landowner or resident within CFD No. 2024-2 to clearly estimate the maximum amount that such person will have to pay and the tax year after which no further Special Taxes shall be levied and collected, except that a Special Tax that was lawfully levied on or before the final tax year and that remains delinquent may be collected in subsequent years. Pursuant to Section 53340 of the Act, said Special Taxes shall be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided however, that CFD No. 2024-2 may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent assessor’s parcels as permitted by the Act. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, the Special Tax obligation for any parcel may be prepaid and permanently satisfied in whole or in part pursuant to the provisions therefor contained in the Rate and Method. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, under no circumstances will Special Taxes levied in any fiscal year against any parcel used for private residential purposes be increased as consequence of delinquency or default by the owner of any Page 280 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 4 other parcel or parcels within the District by more than 10 percent (10%) above the amount that would have been levied in that fiscal year had there never been any such delinquencies or defaults. A parcel shall be considered “used for private residential purposes” not later than the date on which an occupancy permit or the equivalent for private residential use is issued for such parcel. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that pursuant to Section 53340 of the Act, and except as provided in Section 53317.3 of the Act, properties of entities of the state, federal, and local governments shall be exempt from the levy of Special Taxes. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the Report is hereby approved and is made a part of the record of the public hearing regarding the formation of CFD No. 2024-2, and is ordered to be kept on file with the City Clerk as part of the transcript of these proceedings. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that pursuant to Section 53314.9 of the Act, the City Council proposes to accept advances of funds or work-in-kind from private persons or private entities and to provide, by resolution, for the use of those funds or that work-in-kind for any authorized purpose, including but not limited to, paying any costs incurred by the City in creating CFD No. 2024-2, and to enter into an agreement, by resolution, with the person or entity advancing the funds or work-in-kind to repay funds advanced, or to reimburse the person or entity for the value, or cost, whichever is less, of the work -in-kind, as determined by the City Council. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that except as otherwise provided in this section, the special election on the proposition identified below shall be conducted by the City Clerk in accordance with the provisions of the California Elections Code governing mail ballot elections of cities, insofar as they may be applicable. The voting procedures to be followed in conducting the special election on the proposition with respect to the levy of special taxes on parcels of taxable property within CFD No. 2024-2 to finance the Facilities, the payment of debt service on outstanding debt in connection with such Facilities, incur bonded indebtedness in an amount not to exceed $10,000,000 and establishing an initial appropriations limit for CFD No. 2024-2 in the amount of $10,000,000 (the “Special Election”) shall be as follows: (a) The Special Election shall be held on the earliest date, following the adoption by the City Council of this Resolution and a resolution pursuant to Section 53326 of the Act submitting to the qualified electors of CFD No. 2024-2 the propositions with respect to (i) the levy of Special Taxes to finance Facilities and the payment of debt service on outstanding debt in connection with such Facilities, (ii) incur bonded indebtedness in an amount not to exceed $10,000,000 and (iii) establishing an appropriations limit for the community facilities district to the qualified electors of the community facilities district, upon which such elections can be held pursuant to Section 53326 which may be selected by the City Council, or such earl ier date as the owners of land within CFD No. 2024-2 and the City Clerk agree and concur is acceptable. (b) Pursuant to Section 53326 of the Act, the Special Election may be held earlier than 90 days following the close of the public hearing if the qualified electors of CFD No. 2024-2 waive Page 281 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 5 the time limits for conducting the elections set forth in said Section 53326 by unanimous written consent and the City Clerk concurs in such earlier election date as shall be consented to by the qualified electors. (c) Pursuant to Section 53326 of the Act, ballots for the Special Election shall be distributed to the qualified electors by the City Clerk by mail with return postage prepaid, or by personal service. (d) Pursuant to applicable sections of the California Elections Code governing the conduct of mail ballot elections of cities, and specifically Division 4 (commencing with Section 4000) of the California Elections Code with respect to elections conducted by mail, the City Clerk shall mail or deliver to each qualified elector an official ballot in a form specified by the City Council in the resolutions calling the Special Election, and shall also mail or deliver to all such qualified electors a ballot pamphlet and instructions to voter, including a sample ballot identical in form to the official ballot but identified as a sample ballot, a statement pursuant to Section 9401 of that Code, an impartial analysis by the City Attorney pursuant to Section 9280 of that Code with respect to the ballot propositions contained in the official ballot, arguments and rebuttals, if any, pursuant to Sections 9281 to 9287, inclusive, and 9295 of that Code, a return identification envelope with prepaid postage thereon addressed to the City Clerk for the return of voted official ballots, and a copy of the Resolution of Formation provided, however, that such statement, analysis and arguments may be waived with the unanimous consent of all the landowners who are qualified electors and shall be so stated in the resolution adopted by the City Council call ing the Special Election. Such statement, impartial analysis and arguments, if any, shall be prepared by the City Attorney. (e) The official ballot to be mailed or delivered by the City Clerk or her designee to each landowner-voter shall have printed or typed thereon the name of the landowner-voter and the number of votes to be voted by the landowner-voter and shall have appended to it a certification to be signed by the person voting the official ballot which shall certify that the person signing the certification is the person who voted the official ballot, and if the landowner-voter is other than a natural person, that he or she is an officer of or other person affiliated with the landowner-voter entitled to vote such official ballot, that he or she has been authorized to vote such official ballot on behalf of the landowner-voter, that in voting such official ballot it was his or her intent, as well as the intent of the landowner-voter, to vote all votes to which the landowner-voter is entitled based on its land ownership on the propositions set forth in the official ballot as marked thereon in the voting square opposite each such proposition, and further certifying as to the acreage of the landowner-voter’s land ownership within CFD No. 2024-2. (f) The return identification envelope mailed or delivered by the City Clerk to each landowner-voter shall have printed or typed thereon the following: (i) the name of the landowner; (ii) the address of the landowner; (iii) a declaration under penalty of perjury stating that the voter is the landowner or the authorized representative of the landowner entitled to vote the enclosed ballot and is the person whose name appears on the identification envelope; (iv) the printed name and signature of the voter; (v) the address of the voter; (vi) the date of signing and place of execution of the declaration; and (vii) a notice that the envelope contains an official ballot and is to be opened only by the City Clerk. Page 282 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 6 (g) The instruction to voter form to be mailed or delivered by the City Clerk to the landowner-voters shall inform them that the official ballots shall be returned to the City Clerk properly voted as provided thereon and with the certification appended thereto properly completed and signed in the sealed return identification envelope with the certification thereon completed and signed and all other information to be inserted thereon properly inserted by the hour on the date of the election which is specified by the City Council in the resolution calling the Special Election for the receipt of voted ballots; provided that if all qualified voters have voted, the elections shall be closed with the concurrence of the City Clerk. (h) Upon receipt of the return identification envelopes which are returned prior to the voting deadline on the date of the elections, the City Clerk shall canvass the votes cast in the Special Election, and shall file a statement with the City Council as to the results of such canvass and the election on each proposition set forth in the official ballot. The procedures set forth in this section for conducting the special election, if they are held, may be modified as the City Council may determine to be necessary or desirable by a resolution subsequently adopted by the City Council. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, the City Council finds that all proceedings to establish CFD No. 2024-1 are valid and in conformity with the requirements of the Chapter 2.5 of the Act. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that if any provision of this Resolution or the application thereof to any person or circumstance is held invalid by a court of competent jurisdiction, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this Resolution shall become effective immediately. [SIGNATURES ON THE FOLLOWING PAGE] Page 283 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 7 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September 2025. Executed this 9th day of September 2025. Kerry K. Bigelow, MMC, City Clerk Page 284 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-1 EXHIBIT A RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA A Special Tax shall be levied on all Taxable Property within the boundaries of Community Facilities District No. 2024-2 (Moss Street) (“CFD No. 2024-2” and “CFD”) and collected each Fiscal Year commencing in Fiscal Year 2026-27, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2024-2, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided. 1. DEFINITIONS The terms hereinafter set forth have the following meanings: “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map. An Acre means 43,560 square feet of land. If the preceding maps for a land area are not available, the Acreage of such land area shall be determined by the City Engineer. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, as amended. “Administrative Expenses” means the following actual or reasonably estimated costs related to the administration of CFD No. 2024-2 including, but not limited to: the costs of preparing and computing the Annual Special Tax (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City, the County or otherwise); the costs of remitting the Special Taxes to the Fiscal Agent; the costs of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, CFD No. 2024-2, or any designee thereof complying with arbitrage rebate requirements, including without limitation rebate liability costs and periodic rebate calculations; the costs to the City, CFD No. 2024-2, or any designee thereof complying with disclosure or reporting requirements of the City or CFD No. 2024- 2, associated with applicable federal and State laws; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs to the City, CFD No. 2024-2, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts for Special Tax delinquency monitoring and the amount estimated or advanced by the City or CFD No. 2024-2 for any other administrative purposes of CFD No. 2024-2, including attorney’s fees and other costs related to commencing and pursuing any foreclosure of delinquent Special Taxes. “Annual Special Tax” means the Special Tax actually levied in any Fiscal Year on any Assessor’s Parcel. “Assessor” means the Assessor of the County of San Diego. “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the Assessor designating parcels by Assessor’s Parcel Number. Page 285 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-2 “Assessor’s Parcel Number” means the number assigned to a parcel designated by the Assessor for purposes of identification. “Assigned Special Tax” means the Special Tax of that name described in Section 3.A below. “Backup Special Tax” means the Special Tax of that name described in Section 3.B below. “Bonds” means any bonds or other debt of CFD No. 2024-2 issued or incurred whether in one or more series, secured by the levy of Special Taxes. "Boundary Map" means a recorded map which indicates the boundaries of CFD No. 2024-2. “Building Permit” means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator as necessary to fairly allocate Special Tax to the Assessor’s Parcel, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses. “Building Square Footage” means all of the square footage of living area within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, or similar area. The determination of Building Square Footage shall be made by the CFD Administrator by reference to the Building Permit(s) issued for such Assessor’s Parcel and/or by reference to appropriate records kept by the City or County. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31. “CFD Administrator” means an authorized representative of the City, or designee thereof, responsible for determining the Special Tax Requirement, for preparing the Annual Special Tax roll and/or calculating the Backup Special Tax. “CFD No. 2024-2” means the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street). “City” means the City of Chula Vista, California. “City Council” means the City Council of the City acting as the legislative body of CFD No. 2024-2 under the Act. “Condominium” means a unit, whether attached or detached, meeting the statutory definition of a condominium contained in the California Civil Code Section 4125(b). “County” means the County of San Diego, California. “Debt Service” means for each Fiscal Year, the total amount of principal and interest payable on any Outstanding Bonds during the Calendar Year commencing on January 1 of such Fiscal Year. “Developed Property” means for each Fiscal Year, all Taxable Property for which a Building Permit was issued prior to March 1 of the previous Fiscal Year. An Assessor’s Parcel classified as Developed Property but for which the Building Permit that caused such Assessor’s Parcel to be classified as Page 286 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-3 Developed Property has been cancelled and/or voided prior to the Fiscal Year for which Special Taxes are being levied shall be reclassified as Undeveloped Property, provided that the levy of the Annual Special Tax after such reclassification shall not be less than 1.1 times the annual Debt Service on all Outstanding Bonds. If Bonds have not been issued, an Assessor’s Parcel classified as Developed Property for which such a Building Permit has been cancelled and/or voided shall be reclassified as Undeveloped Property. “Exempt Property” means for each Fiscal Year, all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section 5 below. “Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code Section 4285 that creates individual lots for which Building Permits may be issued without further subdivision. “Fiscal Year” means the period starting on July 1 and ending the following June 30. “Fiscal Agent” means the fiscal agent, trustee, or paying agent under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the agreement, indenture, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Class” means any of the classes listed in Table 1 under Section 3A below. Note: Land Use Class is not in reference to a property’s zoning designation. “Lot(s)” means an individual legal lot created by a Final Map for which a Building Permit for residential construction has been or could be issued. Notwithstanding the foregoing, in the case of an individual legal lot created by such a Final Map upon which Condominiums are entitled to be developed, the number of Lots allocable to such legal lot for purposes of calculating the Backup Special Tax applicable to such Final Map shall equal the number of Condominiums which are permitted to be constructed on such legal lot as shown on such Final Map. “Master Developer” means Shea Homes Limited Partnership, a California Limited Partnership or its successors or assignees. “Maximum Special Tax” means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Sections 3.C and 3.D below, which may be levied in a given Fiscal Year on such Assessor’s Parcel of Taxable Property. “Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more non-residential units or structures, including, but not limited to commercial and industrial uses. “Outstanding Bonds” means all Bonds which are deemed to be outstanding under the Fiscal Agent Agreement. “Prepayment Amount” means the amount required to prepay the Special Tax Obligation in full for an Assessor’s Parcel as described in Section 8 below. “Property Owner Association Property” means any Assessor’s Parcel within the boundaries of CFD No. 2024-2 owned in fee by a property owner association, including any master or sub- association. Page 287 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-4 “Proportionately” or “Proportionate” means for Developed Property, that the ratio of the actual Special Tax levy to the applicable Assigned Special Tax or Backup Special Tax is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is equal for all Assessor’s Parcels of Undeveloped Property. “Proportionately” may similarly be applied to other categories of Taxable Property as listed in Section 3 below. “Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-2, which is owned by, or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of June 30 of the prior Fiscal Year; provided however that any property owned by a public agency and leased to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use. To ensure that property is classified as Public Property in the first Fiscal Year after it is acquired by or irrevocably offered for dedication to a public agency, the property owner shall notify the CFD Administrator in writing of such acquisition, offer, or dedication not later than June 30 of the Fiscal Year in which the acquisition, offer, or dedication occurred. “Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more Residential Units. “Residential Unit” means each separate residential dwelling unit that comprises an independent facility capable of conveyance or rental, separate from adjacent residential dwelling units. “Special Tax” means any special tax levied within CFD No. 2024-2 pursuant to the Act and this Rate and Method of Apportionment of Special Tax. “Special Tax Obligation” means the total obligation of an Assessor’s Parcel of Taxable Property to pay the Special Tax for the remaining life of CFD No. 2024-2. “Special Tax Requirement” means that amount required in any Fiscal Year to: (i) pay regularly scheduled Debt Service on all Outstanding Bonds; (ii) pay periodic costs on the Outstanding Bonds, including but not limited to, credit enhancement and rebate payments on the Outstanding Bonds; (iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any reserve funds for all Outstanding Bonds; and (v) pay directly for eligible development impact fees and the acquisition or construction of eligible facilities, provided the inclusion of such amount does not increase the levy of the Special Tax on Undeveloped Property; and (vi) pay for reasonably anticipated Special Tax delinquencies based on the delinquency rate for Special Taxes in the previous Fiscal Year; less (vii) a credit for funds available to reduce the Annual Special Tax levy, as determined by the CFD Administrator pursuant to the Fiscal Agent Agreement. “State” means the State of California. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD, which are not exempt from the levy of the Special Tax pursuant to law or Section 5 below. “Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property. 2. LAND USE CLASSIFICATION Each Fiscal Year, beginning with Fiscal Year 2026-27, each Assessor’s Parcel within CFD No. 2024- 2 shall be classified as Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as Developed Property or Undeveloped Property, and all such Taxable Property Page 288 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-5 shall be subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax determined pursuant to Sections 3 and 4 below. Furthermore, each Assessor’s Parcel of Developed Property shall be classified according to its applicable Land Use Class based on its Building Square Footage. In the event a Building Permit is issued for one or more Residential Property Condominiums prior to March 1 of the previous Fiscal Year and an Assessor’s Parcel Number has not yet been assigned to each such Condominium for the current Fiscal Year, the applicable Assessor’s Parcel may be classified as both Developed Property and Undeveloped Property. In such an instance, the Special Taxes levied on such Assessor’s Parcel shall be the sum of the amount derived from the following (i) applying the Assigned Special Tax applicable to each Condominium for which a Building Permit was issued prior to March 1 of the previous Fiscal Year and (ii) levying the acreage allocable to such actual or planned Condominiums for which a Building Permit has not been issued prior to March 1 of the previous Fiscal Year as Undeveloped Property; the allocable acreage shall be computed on a pro-rata basis based on the relative number of remaining Condominiums to the total number of Condominiums entitled to be developed on such Assessor’s Parcel. The total number of Condominiums entitled to be developed on the applicable Assessor’s Parcel shall be determined from the recorded condominium map, condominium plan, applicable site plan, plot plan, or other appropriate records kept by the City as reasonably determined by the CFD Administrator. 3. SPECIAL TAX RATES A. Assigned Special Tax for Developed Property The Assigned Special Tax applicable to an Assessor’s Parcel classified as Developed Property commencing Fiscal Year 2026-27 shall be determined pursuant to Table 1 below. Table 1 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027 and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior Fiscal Year. B. Backup Special Tax for Developed Property When a Final Map or a condominium plan is recorded within CFD No. 2024-2, the Backup Special Tax for Assessor’s Parcels of Developed Property classified as Residential Property shall be determined as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Page 289 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-6 Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax for Fiscal Year 2026-27 shall be the rate per Lot calculated according to the following formula: The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. Notwithstanding the foregoing, if Assessor’s Parcels of Residential Property or Undeveloped Property for which the Backup Special Tax has been determined are subsequently changed or modified by recordation of a new or amended Final Map, then the Backup Special Tax applicable to such Assessor’s Parcels shall be recalculated to equal the total amount of Backup Special Tax that would have been generated if such change did not take place. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. C. Maximum Special Tax for Developed Property Each Fiscal Year, the Maximum Special Tax for an Assessor’s Parcel of Developed Property shall be the greater of the applicable Assigned Special Tax or Backup Special Tax. D. Maximum Special Tax for Undeveloped Property The Maximum Special Tax for Undeveloped Property commencing in Fiscal Year 2026-27 shall be $94,041 per Acre. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Maximum Special Tax applicable to each Assessor’s Parcel of Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. E. Multiple Land Use Classes In some instances, an Assessor’s Parcel may contain more than one Land Use Class. The annual Maximum Special Taxes levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes for all Land Use Classes located on that Assessor’s Parcel. F. Special Tax Reduction prior to issuance of Bonds Prior to the issuance of Bonds, the Assigned Special Tax, Backup Special Tax, and Maximum Special Tax (collectively the “Special Tax Rates”) on Taxable Property may be reduced in accordance with, and subject to the conditions set forth in this paragraph. Upon the City’s receipt of a written request from property owner and the CFD Administrator, the Special Tax Rates on Taxable Property may be $94,041 x A L B = Page 290 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-7 reduced to a level which will provide not less than one hundred ten percent (110%) of the estimated debt service with respect to the amount of Bonds requested to be issued in such written requests. If it is reasonably determined by the CFD Administrator that the total effective tax rate on Residential Property exceeds 2%, the Special Tax Rates may be reduced to the amount necessary to satisfy the maximum allowable effective tax rate requirement on Residential Property with the written consent of Master Developer, which consent shall not be unreasonably withheld, and the CFD Administrator. It shall not be required that reductions among each “Building Square Footage” range of Residential Property be proportional. Additionally, the “CFD Public Facilities Costs” amount in Section 8 shall be reduced commensurate with any reductions to the Special Tax Rates pursuant to this paragraph, as reasonably determined by the CFD Administrator. A certificate in substantially the form attached hereto as Exhibit “B” shall be used for purposes of evidencing the required written consent and effectuating the reduction to the Special Tax Rates. The reductions permitted pursuant to this paragraph shall be reflected in an amended Notice of Special Tax Lien which the City shall cause to be recorded with the County. Once bonds are issued for CFD No. 2024-2, this paragraph 3.F shall become void. 4. METHOD OF APPORTIONMENT For each Fiscal Year, commencing Fiscal Year 2026-27, the CFD Administrator shall determine the Special Tax Requirement and levy the Special Tax on all Taxable Property in accordance with the following steps: Step 1: The Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax to satisfy the Special Tax Requirement. Step 2: If additional monies are needed to satisfy the Special Tax Requirement after Step 1 has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for Undeveloped Property as needed to satisfy the Special Tax Requirement. Step 3: If additional monies are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be increased Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the Maximum Special Tax for Developed Property as needed to satisfy the Special Tax Requirement. Notwithstanding the above, under no circumstances will the Special Tax levied in any Fiscal Year against any Assessor’s Parcel of Residential Property for which an occupancy permit for private residential use has been issued be increased as a result of a delinquency or default in the payment of the Special Tax applicable to any other Assessor’s Parcel within CFD No. 2024-2 by more than ten percent (10%) above what would have been levied in the absence of such delinquencies or defaults. 5. EXEMPTIONS The CFD Administrator shall classify as Exempt Property (i) Assessor’s Parcels of Public Property, (ii) Assessor’s Parcels of Property Owner Association Property, (iii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iv) Non-Residential Property including, but not limited to, commercial and industrial parcels, and (v) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, provided that no such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres. Assessor’s Parcels, which cannot be classified as Exempt Property because such classification Page 291 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-8 would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres, shall be classified as Taxable Property and will continue to be subject to the CFD No. 2024-2 Special Taxes accordingly. Tax exempt status for the purpose of this paragraph will be assigned by the CFD Administrator in the chronological order in which property becomes eligible for classification as Exempt Property. If the use of an Assessor’s Parcel of Exempt Property changes so that such Assessor’s Parcel is no longer classified as one of the uses set forth in the first paragraph of this Section 5 that would make such Assessor’s Parcel eligible to be classified as Exempt Property, such Assessor’s Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property. 6. APPEALS Any property owner who pays the Special Tax and claims the amount of the Special Tax levied on his or her Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such an error not later than thirty-six (36) months after first having paid the first installment of the Special Tax that is disputed. If following such consultation, the CFD Administrator determines that an error has occurred, then the CFD Administrator shall take any of the following actions, in order of priority, in order to correct the error: (i) Amend the Special Tax levy on the property owner’s Assessor’s Parcel(s) for the current Fiscal Year prior to the payment date, (ii) Require the CFD to reimburse the property owner for the amount of the overpayment to the extent of available CFD funds, or (iii) Grant a credit against, eliminate or reduce the future Special Taxes on the property owner’s Assessor’s Parcel(s) in the amount of the overpayment. If following such consultation and action by the CFD Administrator the property owner believes such an error still exists, such person may file a written notice of appeal with the City Council. Upon receipt of such notice, the City Council or designee may establish such procedures as deemed necessary to undertake the review of any such appeal. If the City Council or designee determines an error still exists, the CFD Administrator shall take any of the actions described as (i), (ii) and (iii) above, in order of priority, in order to correct the error. The City Council or the designee thereof shall interpret this Rate and Method of Apportionment of Special Tax for purposes of clarifying any ambiguities and make determinations relative to the administration of the Special Tax and any property owner appeals. The decision of the City Council or designee shall be final and binding to all persons. 7. COLLECTION OF SPECIAL TAXES Collection of the Annual Special Tax shall be made by the County in the same manner as ordinary ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided, however, that the City Council may provide for (i) other means of collecting the Special Tax, including direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual Special Taxes. 8. PREPAYMENT OF SPECIAL TAX OBLIGATION A. Prepayment in Full Page 292 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-9 Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash settlement with the City as permitted under Government Code Section 53344. The following definitions apply to this Section 8: “CFD Public Facilities Costs” means an amount sufficient to pay development impact fees and acquire or construct the facilities to be financed under the Act and financing program for CFD No. 2024-2, or such lower number as shall be determined by the CFD Administrator. “Improvement Fund” means the fund (regardless of its name) established pursuant to the Fiscal Agent Agreement to hold funds, which are currently available for expenditure to acquire or construct the facilities or pay development impact fees authorized to be funded by CFD No. 2024-2. “Future Facilities Costs” means the CFD Public Facilities Costs minus (i) costs previously paid from the Improvement Fund to acquire or construct the facilities or pay for development impact fees, (ii) monies currently on deposit in the Improvement Fund, and (iii) monies currently on deposit in an escrow or other designated fund that are expected to be available to finance CFD Public Facilities Costs. “Outstanding Bonds” means all Previously Issued Bonds, which remain outstanding as of the first interest and/or principal payment date following the current Fiscal Year excluding Bonds to be redeemed at a later date with proceeds of prior Special Tax prepayments. “Previously Issued Bonds” means all Bonds that have been issued prior to the date of prepayment. The Special Tax Obligation applicable to an Assessor’s Parcel of Developed Property, or Undeveloped Property for which a Building Permit has been issued may be prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein, provided that a prepayment may be made with respect to a particular Assessor’s Parcel only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel eligible to prepay the Special Tax Obligation shall provide the CFD Administrator with written notice of intent to prepay and designate or identify the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the Prepayment Amount for such Assessor’s Parcel within 30 days of the request and may charge a reasonable fee for providing this service. Prepayment must be made at least 60 days prior to any redemption date for the Bonds to be redeemed with the proceeds of such prepaid Special Taxes, unless a shorter period is acceptable to the Fiscal Agent and the City. The Prepayment Amount (defined below) shall be calculated for each applicable Assessor’s Parcel or group of Assessor’s Parcels as summarized below (capitalized terms as defined below): Bond Redemption Amount plus Redemption Premium plus Future Facilities Costs Prepayment Amount plus Defeasance Amount plus Prepayment Administrative Fees and Expenses less Reserve Fund Credit less Capitalized Interest Credit Total: equals Prepayment Amount As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14 below) shall be calculated as follows: Page 293 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-10 Step No.: 1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel. 2. For Assessor’s Parcels of Developed Property, determine the Maximum Special Tax. For Assessor’s Parcels of Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for that Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has already been issued for that Assessor’s Parcel. 3. Divide the Maximum Special Tax computed pursuant to paragraph 2 by the total expected Maximum Special Tax revenue for CFD No. 2024-2, assuming all Building Permits have been issued (build-out) within CFD No. 2024-2, excluding any Assessor’s Parcels for which the Special Tax Obligation has been previously prepaid. 4. Multiply the quotient computed pursuant to paragraph 3 by the Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and prepaid for all applicable Assessor’s Parcels (the “Bond Redemption Amount”). 5. Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the applicable redemption premium (expressed as a percentage), if any, on the Outstanding Bonds to be redeemed at the first available call date (the “Redemption Premium”). 6. Compute the Future Facilities Costs. 7. Multiply the quotient computed pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to compute the amount of Future Facilities Costs to be prepaid (the “Future Facilities Prepayment Amount”). 8. Calculate the administrative fees and expenses of CFD No. 2024-2, including the costs of computation of the prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the Outstanding Bonds to be redeemed with the prepayment, and the costs of recording any notices to evidence the prepayment and the redemption (the “Prepayment Administrative Fees”). 9. Compute the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the expected redemption date for the Outstanding Bonds which, depending on the Fiscal Agent Agreement, may be as early as the next interest payment date. 10. Compute the amount the CFD Administrator reasonably expects to derive from the reinvestment of the Prepayment Amount less the Future Facilities Prepayment Amount and the Prepayment Administrative Fees from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the prepayment. 11. Subtract the amount computed in paragraph 10 from the amount computed in paragraph 9 (the “Defeasance Amount”). 12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the reserve requirement (as defined in the Fiscal Agent Agreement) on the prepayment calculation date, a reserve fund credit shall be calculated as a reduction in the applicable reserve fund for the Outstanding Bonds to be redeemed pursuant to the prepayment (the “Reserve Fund Credit”). No Reserve Fund Credit shall be granted if, after the Prepayment Amount is Page 294 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-11 calculated, reserve funds are below 100% of the reserve requirement after taking into account such prepayment. 13. If any capitalized interest for the Outstanding Bonds will not have been expended at the time of the first interest and/or principal payment following the current Fiscal Year, a capitalized interest credit shall be calculated by multiplying the quotient computed pursuant to paragraph 3 by the expected balance in the capitalized interest fund after such first interest and/or principal payment (the “Capitalized Interest Credit”). 14. The amount to prepay the Special Tax Obligation is equal to the sum of the amounts computed pursuant to paragraphs 4, 5, 7, 8, and 11, less the amounts computed pursuant to paragraphs 12 and 13 (the “Prepayment Amount”). 15. From the Prepayment Amount, the sum of the amounts computed pursuant to paragraphs 4, 5, and 11, less the amounts computed pursuant to paragraphs 12 and 13 shall be deposited into the appropriate fund as established under the Fiscal Agent Agreement and be used to retire Outstanding Bonds or make Debt Service payments. The amount computed pursuant to paragraph 7 shall be deposited into the Construction Fund. The amount computed pursuant to paragraph 8 shall be retained by CFD No. 2024-2. The Prepayment Amount may be sufficient to redeem an amount other than a $5,000 increment of Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be retained in the appropriate fund established under the Fiscal Agent Agreement to redeem Bonds to be used with the next prepayment of Bonds. The CFD Administrator will confirm that all previously levied Special Taxes have been paid in full. With respect to any Assessor’s Parcel for which the Special Tax Obligation is prepaid in full, once the CFD Administrator has confirmed that all previously levied Special Taxes have been paid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of the Special Tax Obligation and the release of the Special Tax lien on such Assessor’s Parcel, and the obligation of the owner of such Assessor’s Parcel to pay the Special Tax shall cease. Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. B. Partial Prepayment The Special Tax on an Assessor’s Parcel of Developed Property or Undeveloped Property for which a Building Permit has been issued may be partially prepaid. The amount of the prepayment shall be calculated as in Section 8.A.; except that a partial prepayment shall be calculated according to the following formula: PP = (PE-A) x F+A These terms have the following meaning: PP = the partial prepayment PE = the Prepayment Amount calculated according to Section 8.A F = the percentage by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Page 295 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-12 Tax Obligation A = the Prepayment Administrative Fees and Expenses from Section 8.A The owner of any Assessor’s Parcel who desires such partial prepayment shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax Obligation, (ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the amount required for the partial prepayment of the Special Tax Obligation for an Assessor’s Parcel within 60 days of the request and may charge a reasonable fee for providing this service. With respect to any Assessor’s Parcel that is partially prepaid, the City shall (i) distribute the funds remitted to it according to Section 8.A., and (ii) indicate in the records of CFD No. 2024-2 that there has been a partial prepayment of the Special Tax Obligation and that a portion of the Special Tax with respect to such Assessor’s Parcel, equal to the outstanding percentage (1.00 - F) of the Maximum Special Tax, shall continue to be levied on such Assessor’s Parcel. Notwithstanding the foregoing, no partial prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed partial prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. 9. TERM OF SPECIAL TAX The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement, but in any event not after Fiscal Year 2066-67. The Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined that all required interest and principal payments on the Bonds have been paid, no delinquent Special Taxes remain uncollected, and the City has covenanted that it will not issue any more Bonds (other than refunding Bonds) to be supported by Special Taxes levied under this Rate and Method of Apportionment. Page 296 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-13 A -1 EXHIBIT A Page 297 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-14 EXHIBIT B CERTIFICATE TO AMEND THE SPECIAL TAX COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA TAX REDUCTION CERTIFICATE 1. The undersigned property owners hereby request modification of the following information in the Rate and Method of Apportionment of Special Tax (the "RMA") for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista (“CFD No. 2024-2” or the “CFD”). 2. Pursuant to Section 3 of the Rate and Method of Apportionment, as attached to the Notice of Special Tax Lien, recorded in the Official Records of the County of San Diego as Instrument No. XXXXXX on MM/DD/YYYY, the County of San Diego (the “County”) hereby reduces the Assigned Special Tax for Developed Property within the CFD as set forth in Table 1 of the RMA. 3. The information in Table 1, relating to the Assigned Special Tax for Developed Property within CFD No. 2024-2 shall be amended and restated in full as follows: Table 1: Assigned Special Tax for Developed Property 4. The calculation of the Backup Special Tax for Assessor’s Parcels of Developed Property within CFD No. 2024-2 classified as Residential Property shall be amended as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax shall be the rate per Lot calculated according to the following formula: Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $ 2 Residential Property 1,201 to 1,475 $ 3 Residential Property 1,476 to 1,675 $ 4 Residential Property 1,676 to 1,825 $ 5 Residential Property 1,826 to 1,925 $ 6 Residential Property > 1,925 $ R x A L B = Page 298 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 A-15 The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. R = Backup Special Tax Rate per Acre 5. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax Rates in Table 1 and the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. 6. Section 3 of the RMA may only be modified prior to the issuance of Bonds. 7. Upon execution of the certificate by the City and the CFD, the City shall cause an amended Notice of Special Tax Lien for the CFD to be recorded reflecting the modifications set forth herein. I hereby declare under penalty of perjury that the above representations are true and correct. Property Owner By: Date: By execution hereof, the undersigned acknowledges, on behalf of the City of Chula Vista and CFD No. 2024-2(Moss Street) receipt of this Certificate and modification of the RMA as set forth in this Certificate. City of Chula Vista By: Date: CFD Administrator Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista By: Date: CFD Administrator Page 299 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44023384.2 B-1 EXHIBIT B DESCRIPTION OF PUBLIC FACILITIES The public facilities (the “Facilities”) authorized to be financed by the levy of special taxes within the proposed Community Facilities District No. 2024-2 (Moss Street) (the “District”) include but are not limited to: (a) Street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation; and (b) The incidental expenses proposed to be incurred are: (i) the cost of planning and designing the Facilities and the cost of environmental evaluations thereof, (ii) all costs associated with the formation of the proposed District, the issuance of the bonds thereof, the determination of the amount of and collection of special taxes, the payment of special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the proposed District, and (iii) any other expenses incidental to the construction, completion, and inspection of the public Facilities. Page 300 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44030790.2 1 RESOLUTION NO. 2025-____ RESOLUTION OF THE CITY COUNC IL OF THE CITY OF CHULA VISTA, DETERMINING THE NECESSITY TO INCUR A BONDED INDEBTEDNESS OF COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) TO BE SECURED BY SPECIAL TAXES LEVIED THEREIN TO PAY FOR THE ACQUISITION OR CONSTRUCTION OF CERTAIN PUBLIC FACILITIES WHEREAS, on July 22, 2025, the City Council (the “City Council”) of the City of Chula Vista (the “City”), pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, Chapter 2.5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code (the “Act”), adopted a resolution declaring the necessity for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California (the “CFD No. 2024-2”), to incur bonded indebtedness for the purpose of providing public facilities which are necessary for the development of the property therein, and scheduling a hearing thereon; and WHEREAS, notice of the hearing was published and mailed as required by law; and WHEREAS, on September 9, 2025, at the time and place of the public hearing the City Council conducted the public hearing and afforded all persons interested, including persons owning property within the CFD No. 2024-2, an opportunity to be heard on the proposed authorization to incur bonded indebtedness, and no protests were received; and WHEREAS, on September 9, 2025, the City Council adopted the resolution of formation pursuant to Section 53325.1(a) of the California Government Code, establishing the CFD No. 2024-2 (the “Resolution of Formation”); and WHEREAS, it is necessary for the CFD No. 2024-2 to incur bonded indebtedness for the purpose of providing and financing the Facilities (defined in the Resolution of Formation) (the “Facilities”) for CFD No. 2024-2. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that the above recitals are all true and correct. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it is necessary that bonded indebtedness be incurred by and for CFD No. 2024-2, in an aggregate principal amount not to exceed $10,000,000 for the purpose of financing the Facilities as described in the Resolution of Formation. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the aggregate principal amount of the bonded indebtedness to be incurred by the CFD No. 2024-2 shall not exceed $10,000,000. Page 301 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44030790.2 2 BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the proposition to be submitted to the voters within the CFD No. 2024-2 with respect to the proposed bonded indebtedness shall be as follows: PROPOSITION A: Shall Proposition A authorizing a bonded indebtedness in an aggregate principal amount not to exceed $10,000,000 be incurred by and for Community Facilities District No. 2024-2 (Moss Street) of City of Chula Vista, County of San Diego, State of California, with bonds issued for the purpose of financing street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation and incidental expenses (either directly or through payment of debt service on bonds), as provided in Resolution No. 2025-126, adopted by the City Council of the City of Chula Vista on July 22, 2025, be approved? NOW, THEREFORE IT IS HEREBY RESOLVED by the City Council of the City of Chula Vista that the date of the special election with respect to the incurring of the aforementioned bonded indebtedness, at which time the proposition set forth above shall be submitted to the voters of the CFD No. 2024-2 is September 9, 2025, and the special election is hereby called for that date. The special election shall be consolidated with respect to the propositions for (i) the levy of special taxes for the payment of the principal of and interest on the bonds of the CFD No. 2024-2, and to pay or accumulate funds for paying the costs of public facilities, and (ii) establishing an appropriations limit for the CFD No. 2024-2 which has also been called for on September 9, 2025. The consolidated special elections shall be conducted by mail ballot pursuant to applicable provisions of the California Elections Code with respect to mail-ballot elections of community services districts and specifically Division 4 (commencing with Section 4000) of that Code, insofar as they may be applicable. The voted official ballot shall be returned to the City Clerk of the City of Chula Vista by 4:00 p.m. on the date of the election; provided that the election shall be closed before such hour if the City Clerk of the City of Chula Vista determines that all qualified electors have voted. NOW, THEREFORE IT IS HEREBY RESOLVED by the City Council of the City of Chula Vista that pursuant to Section 53410 of the California Government Code, if the voters approve the proposition contained in the official ballot for the consolidated special elections with respect to the CFD No. 2024-2 incurring bonded indebtedness for the purposes for which such indebtedness is to be incurred (the “Bond Proposition”) and bonds of the CFD No. 2024-2 are to be issued, the incurring of such bonded indebtedness and the issuance of bonds of the CFD No. 2024-2 shall be subject to the following accountability measures: Page 302 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44030790.2 3 (a) The Bond Proposition shall identify the specific purposes for which the bonds are to be issued; (b) The proceeds of the bonds shall be applied only for the specific purposes identified in the Bond Proposition; (c) An account or accounts shall be created pursuant to the bond indenture or fiscal agent agreement for such bonds into which the proceeds of the sale of such bonds shall be deposited; and (d) The Director of Finance/Treasurer of the City shall file a report with the City Council no later than January 1 of the calendar year beginning after the year in which the bonds are issued and annually thereafter, which shall contain the information required by Section 53411 of the California Government Code. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the Bond Proposition which will be set forth in the official ballot for the consolidated special elections, and which is set forth above, identifies the specific purposes for which the CFD No. 2024-2 will incur bonded indebtedness and issue bonds. [SIGNATURES ON THE FOLLOWING PAGE] Page 303 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44030790.2 4 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September 2025. Executed this 9th day of September 2025. Kerry K. Bigelow, MMC, City Clerk Page 304 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 RESOLUTION NO. _______ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA CALLING A SPECIAL ELECTION AND SUBMITTING TO THE VOTERS OF COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET), THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, PROPOSITIONS REGARDING THE ANNUAL LEVY OF SPECIAL TAXES WITHIN THE COMMUNITY FACILITIES DISTRICT AND ESTABLISHING AN APPROPRIATIONS LIMIT THEREFOR WHEREAS, the City Council (the “City Council”) of the City of Chula Vista (the “City”), pursuant to Section 53325.1 of the California Government Code, has adopted the resolution of formation of Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California (“CFD No. 2024-2”), establishing CFD No. 2024-2 and the boundaries thereof (the “Resolution of Formation”); and WHEREAS, pursuant to Section 53326 of the California Government Code, it is necessary that the City Council also submit to the voters of CFD No. 2024-2 the proposition relating to the annual levy of special taxes on taxable property within CFD No. 2024-2 to pay the costs for certain facilities, and establishing an appropriations limit for CFD No. 2024-2; and WHEREAS, the City Clerk (the “City Clerk”) has advised the City Council that they have received a statement from the Registrar of Voters of the County of San Diego that there are no persons registered to vote in the territory of CFD No. 2024-2. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that the foregoing recitals are true and correct and are incorporated herein by this reference. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the City Council finds: (i) twelve persons have not been registered to vote within the territory of CFD No. 2024-2 for each of the 90 days preceding the close of the public hearing on September 9, 2025; (ii) pursuant to Section 53326 of the California Government Code, as a result of the findings set forth in clause (i) above, the vote in the special election called by this Resolution shall be by the landowners of CFD No. 2024-2 whose property would be subject to the special taxes if they were levied at the time of the election, and each landowner shall have one vote for each acre, or portion thereof, which he or she owns within CFD No. 2024-2 which would be subject to the proposed special taxes if they were levied at the time of the election; (iii) the owner of all of the property in CFD No. 2024-2 has by written consent (a) waived the time limits set forth in Section 5 3326 of the California Government Code for holding the election called by this Resolution, (b) consented to the holding of the special election on September 9, 2025, (c) waived notice and mailed notice of the time and date of the special election, and (d) waived an impartial analysis of the ballot proposition pursuant to Section 9313 or 13119 of the California Elections Code and arguments and rebuttals pursuant to Sections 9314 to 9317, inclusive, mailing of a statement pursuant to Section 9401 of that Code and receipt of a ballot pamphlet as required by Section 3023 of that Code; (iv) waived any word limit requirement for the ballots pursuant to Sections 13247 and 9051 Page 305 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 2 of the Elections Code; and (v) the City Clerk has consented to the holding of the special election on September 9, 2025. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the City Council hereby calls and schedules the special election for September 9, 2025, within and for CFD No. 2024-2 on the proposition with respect to the annual levy of special taxes on taxable property within CFD No. 2024-2 to finance facilities and establish an appropriations limit for CFD No. 2024-2. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the following proposition to be submitted to the voters of CFD No. 2024-2 at such special election shall be as follows: PROPOSITION B: Shall Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California be authorized to levy special taxes within such Community Facilities District, to finance street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation and incidental expenses (either directly or through payment of debt service on bonds), and to pay costs associated with the determination of the amount of and the levy and collection of the special taxes at the special tax rates as set below: Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property <1,201 $3,280 2 Residential Property 1,201 to 1,475 3,345 3 Residential Property 1,476 to 1,675 4,128 4 Residential Property 1,676 to 1,825 4,362 5 Residential Property 1,826 to 1,925 4,585 6 Residential Property >1,925 4,763 Plus an annual increase of the assigned special tax rate by two percent of the amount in effect in the prior fiscal year, commencing July 1, 2027 and ending July 1, 2037, as provided in the Rate and Method of Apportionment of Special Tax for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California, which is a ttached as Exhibit “C” to Resolution No. 2025-125 adopted by the City Council of the City of Chula Vista on July 22, 2025, be approved? PROPOSITION C: Shall Proposition C authorizing an annual appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, be established for Page 306 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 3 Community Facilities District No. 2024-2 (Moss Street) of City of Chula Vista, County of San Diego, State of California, in the amount of $10,000,000 be approved? BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the ballot for said election shall be in the form attached hereto as Exhibit “A.” BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that except as otherwise provided herein, the special election shall be conducted by the City Clerk in accordance with the provisions of the California Elections Code governing mail ballot elections of cities, and in particular the provisions of Division 4 (commencing with Section 4000), of that Code, insofar as they may be applicable. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the procedures to be followed in conducting the special election on the propositions described herein (the “Special Election”) shall be as follows: (a) Pursuant to Section 53326 of the California Government Code, ballots for the Special Election shall be distributed to the qualified electors by the City Clerk by mail or personal service. (b) Pursuant to applicable sections of the California Elections Code governing the conduct of mail ballot elections of cities, and in particular Division 4 (commencing with Section 4000) of that Code with respect to elections conducted by mail, the City Clerk shall mail or deliver to each qualified elector an official ballot in the form attached hereto as Exhibit “A,” and shall also mail or deliver to all such qualified electors a ballot pamphlet and instructions to voter, including a sample ballot identical in form to the official ballot but identified as a sample ballot, a return identification envelope with prepaid postage thereon addressed to the City Clerk for the return of voted official ballots and a copy of Resolution No. 2025-125 adopted by the City Council of the City of Chula Vista on July 22, 2025. (c) The official ballot to be mailed or delivered by the City Clerk to each landowner- voter shall have printed or typed thereon the name of the landowner-voter and the number of votes to be voted by the landowner-voter and shall have appended to it a certification to be signed by the person voting the official ballot which shall certify that the person signing the certification is the person who voted the official ballot, and if the landowner-voter is other than a natural person, that he or she is an officer of or other person affiliated with the landowner-voter entitled to vote such official ballot, that he or she has been authorized to vote such official ballot on behalf of the landowner-voter, that in voting such official ballot it was his or her intent, as well as the intent of the landowner-voter, to vote all votes to which the landowner-voter is entitled based on its land ownership on the propositions set forth in the official ballot as marked thereon in the voting square opposite each such propositions, and further certifying as to the acreage of the landowner-voter’s land ownership within CFD No. 2024-2. (d) The return identification envelope to be mailed or delivered by the City Clerk to each landowner-voter shall have printed or typed thereon the following: (i) the name of the landowner, (ii) the address of the landowner, (iii) a declaration under penalty of perjury stating that the voter is the landowner or the authorized representative of the landowner entitled to vote Page 307 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 4 the enclosed ballot and is the person whose name appears on the identification envelope, (iv) the printed name and signature of the voter, (v) the address of the voter, (vi) the date of signing and place of execution of the declaration, and (vii) a notice that the envelope contains an official ballot and is to be opened only by the City Clerk. (e) The instructions to voter form to be mailed or delivered by the City Clerk to the landowner-voters shall inform them that the official ballots shall be returned to the City Clerk properly voted as provided thereon and with the certification appended thereto properly completed and signed in the sealed return identification envelope with the certification thereon completed and signed and all other information to be inserted thereon properly inserted by 4:00 p.m. on the date of the Special Election; provided that if all qualified electors have voted, the election shall be closed with the concurrence of the City Clerk. (f) Upon receipt of the return identification envelopes which are returned prior to the voting deadline on the date of the election, the City Clerk shall canvass the votes cast in the Special Election, and shall file a statement with the City Council as to the results of such canvass and the election on each proposition set forth in the official ballot. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that if any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this Resolution shall become effective immediately. [SIGNATURES ON THE FOLLOWING PAGE] Page 308 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 5 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September 2025. Executed this 9th day of September 2025. Kerry K. Bigelow, MMC, City Clerk Page 309 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 A-1 EXHIBIT A OFFICIAL BALLOT SPECIAL ELECTION NUMBER OF VOTES ENTITLED TO BE CAST: 7 COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET), CITY OF CHULA VISTA September 9, 2025 INSTRUCTIONS TO VOTER To vote on any measure, mark an “X” in or fill in the box adjacent to the word “YES” or adjacent to the word “NO.” All erasures are forbidden and make the ballot void. If you tear or deface this ballot, notify Richard Wall at Best Best & Krieger LLP at (951) 826-8346 to obtain a replacement ballot. ______________________________________________________________________________ COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) CITY OF CHULA VISTA PROPOSITION A: Shall Proposition A authorizing a bonded indebtedness in an aggregate principal amount not to exceed $10,000,000 be incurred by and for Community Facilities District No. 2024-2 (Moss Street) of City of Chula Vista, County of San Diego, State of California, with bonds issued for the purpose of financing street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation and incidental expenses (either directly or through payment of debt service on bonds), as provided in Resolution No. 2025-126, adopted by the City Council of the City of Chula Vista on July 22, 2025, be approved? Please mark your selection to the question of Proposition A: YES □ NO □ Page 310 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 A-2 PROPOSITION B: Shall Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California be authorized to levy special taxes within such Community Facilities District, to finance street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation and incidental expenses (either directly or through payment of debt service on bonds), and to pay costs associated with the determination of the amount of and the levy and collection of the special taxes at the special tax rates as set below: Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property <1,201 $3,280 2 Residential Property 1,201 to 1,475 3,345 3 Residential Property 1,476 to 1,675 4,128 4 Residential Property 1,676 to 1,825 4,362 5 Residential Property 1,826 to 1,925 4,585 6 Residential Property >1,925 4,763 Plus an annual increase of the assigned special tax rate by two percent of the amount in effect in the prior fiscal year, commencing July 1, 2027 and ending July 1, 2037, as provided in the Rate and Method of Apportionment of Special Tax for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California, which is attached as Exhibit “C” to Resolution No. 2025-125, adopted by the City Council of the City of Chula Vista on July 22, 2025, be approved? Please mark your selection to the question of Proposition B: YES □ NO □ Page 311 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44024207.2 A-3 PROPOSITION C: Shall Proposition C authorizing an annual appropriations limit, as defined by subdivision (h) of Section 8 of Article XIII B of the California Constitution, be established for Community Facilities District No. 2024-2 (Moss Street) of City of Chula Vista, County of San Diego, State of California, in the amount of $10,000,000 be approved? Please mark your selection to the question of Proposition C: YES □ NO □ PROPOSITION A IS SUBJECT TO THE ACCOUNTABILITY MEASURES PRESCRIBED IN SECTION 53410 OF THE GOVERNMENT CODE OF THE STATE OF CALIFORNIA. Page 312 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44027411.1 1 RESOLUTION NO. 2025-____ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DECLARING THE RESULTS OF THE CONSOLIDATED SPECIAL ELECTIONS WITHIN COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA WHEREAS, on September 9, 2025, the City Council (the “City Council”) of the City of Chula Vista (the “City”) adopted a resolution determining the necessity for Commu nity Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California (the “CFD No. 2024-2”), to incur a bonded indebtedness for CFD No. 2024-2 for the purposes of providing certain public facilities and calling a special election for CFD No. 2024-2 on the propositions for incurring such bonded indebtedness for September 9, 2025, and providing for the consolidation of said election with the election on the propositions with respect to (i) the annual levy of special taxes on taxable property within CFD No. 2024-2 to pay principal of and interest on such bonds, and (ii) establishing an appropriations limit for CFD No. 2024-2; and WHEREAS, on September 9, 2025, the City Council also adopted a resolution calling a special election for September 9, 2025, for submitting to the qualified electors of CFD No. 2024- 2 the proposition with respect to the annual levy of special taxes on taxable property within CFD No. 2024-2 to pay the principal of and interest on the bonds thereof and the proposition with respect to establishing an appropriations limit for CFD No. 2024-2, and providing for the consolidation of that election with the election on the proposition of CFD No. 2024-2 incurring a bonded indebtedness (the “Election Resolution”); and WHEREAS, the City Council has received a statement from the City Clerk (the “City Clerk”), who pursuant to the Election Resolution was authorized to conduct the consolidated special elections for CFD No. 2024-2 and act as the election official therefor, with respect to the canvass of the ballots returned and the results of the consolidated special elections, certifying that more than two-thirds of the votes cast upon the propositions submitted to the voters in the consolidated special elections in CFD No. 2024-2 were cast in favor of all such propositions. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista that the above recitals are all true and correct. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it is necessary that bonded indebtedness be incurred by and for CFD No. 2024-2, in an aggregate principal amount not to exceed $10,000,000 for the purpose of financing the facilities as described in the Resolution No. 2025-126, adopted by the City Council of the City of Chula Vista on July 22, 2025. Page 313 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44027411.1 2 BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that (i) there were no persons registered to vote within the boundaries of CFD No. 2024-2 at the time of the close of the protest hearing on September 9, 2025, and pursuant to Section 53326 of the California Government Code (“Section 53326”) the vote in the consolidated special elections for CFD No. 2024-2 was, therefore, to be by the landowners owning land within CFD No. 2024-2, with each landowner having one vote for each acre or portion of an acre of land that he or she owned within CFD No. 2024-2 which would have been subject to the special tax if levied at the time of the consolidated special elections; (ii) pursuant to Section 53326 and the Election Resolution, the City Clerk distributed the ballot for the consolidated special elections to Shea Homes Limited Partnership, a California limited partnership, the owner of all of the taxable property included within the boundaries of CFD No. 2024-2 (the “Property Owner”) by mail or personal delivery; (iii) the Property Owner waived the time limits for holding the consolidated special elections and the election dates specified in Section 53326, and consented to the calling and holding of the consolidated special elections on September 9, 2025; (iv) the consolidated special elections have been properly conducted in accordance with all statutory requirements and the provisions of the Election Resolution; (v) pursuant to Section 53326, the Property Owner, which owns approximately 6.241 acres in CFD No. 2024-2, was entitled to a total of 7 votes; (vi) the ballot was returned by the Property Owner to the City Clerk prior to the hour on the date of the election specified by the City Council for the return of voted ballots; (vii) the ballot returned to the City Clerk by the Property Owner voted all votes to which it was entitled in favor of all propositions set forth therein; (viii) more than two-thirds of the votes cast in the consolidated special elections in CFD No. 2024-2, on each such proposition were cast in favor thereof, and pursuant to Sections 53328, 53329 and 53355 of the California Government Code, all such propositions carried; (ix) the City Council, as the legislative body of CFD No. 2024-2, is therefore authorized to take the necessary action to have CFD No. 2024-2 incur a bonded indebtedness in an amount not to exceed $10,000,000, to annually levy special taxes on taxable property within CFD No. 2024-2, in an amount sufficient to pay the principal of and interest on such bonds, and (x) an appropriations limit for CFD No. 2024-2 has been established in the amount of $10,000,000. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that all votes cast in the consolidated special elections on the propositions with respect to (i) CFD No. 2024-2 incurring bonded indebtedness in one or more series in a maximum aggregate amount not to exceed $10,000,000; (ii) the annual levy of special taxes on taxable property within CFD No. 2024-2 to pay the principal of and interest on the bonds of CFD No. 2024-2; and (iii) establishing an appropriations limit for CFD No. 2024-2 in the amount of $10,000,000 were voted in favor thereof, and all such propositions carried. The aggregate principal amount of the bonded indebtedness to be incurred by CFD No. 2024-2 shall not exceed $10,000,000 BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the effect of the results of the consolidated special elections is that the City Council, as the legislative body of CFD No. 2024-2, is authorized (i) to have CFD No. 2024-2 incur a bonded indebtedness in and for the purposes set forth in the Official Ballot for the consolidated special elections for CFD No. 2024-2; (ii) to annually levy special taxes on taxable property within CFD No. 2024-2 Page 314 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44027411.1 3 in an amount sufficient to pay the principal of and interest on such bonds at the special tax rates and pursuant to the methodology for determining and apportioning such special taxes which are set forth in Exhibit C to the Resolution No. 2025-125 adopted by the City Council of the City of Chula Vista on July 22, 2025; and (iii) an appropriations limit has been established for CFD No. 2024-2 in the amount of $10,000,000. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that the City Clerk shall record a notice of special tax lien pursuant to Section 53328.3 of the California Government Code and Section 3114.5 of the California Streets and Highways Code. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that t his Resolution is and shall be effective from the date of its adoption. [SIGNATURES ON THE FOLLOWING PAGE] Page 315 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44027411.1 4 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September 2025. Executed this 9th day of September 2025. Kerry K. Bigelow, MMC, City Clerk Page 316 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44025552.1 ORDINANCE NO. ______ AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, AUTHORIZING THE LEVY OF SPECIAL TAXES IN SUCH COMMUNITY FACILITIES DISTRICT WHEREAS, the City Council (the “City Council”) of the City of Chula Vista, California (the “City”), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors authorizing the levy of Special Taxes in the community facilities district, all as authorized pursuant to the terms and provisions of the “Mello-Roos Community Facilities Act of 1982”, being Chapter 2.5, Part 1. Division 2, Title 5 of the Government Code of the State of California (the “Act”). This community facilities district shall hereinafter be referred to as Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California (“CFD No. 2024-2”). NOW, THEREFOR the City Council of the City of Chula Vista does ordain as follows: Section I. This City Council does, by the passage of this Ordinance, authorize the levy of Special Taxes on taxable properties located in CFD No. 2024-2 pursuant to the Rate and Method of Apportionment of Special Tax for CFD No. 2024-2 as set forth in Exhibit “A” attached hereto and incorporated herein by this reference (the “Rate and Method”). Section II. This City Council, acting as the legislative body of CFD No. 2024-2, is hereby further authorized, by resolution, to annually determine the Special Tax (as defined in the Rate and Method) to be levied within CFD No. 2024-2 for the then current tax year and future tax years; provided, however, the Special Tax to be levied shall not exceed the maximum Special Tax authorized to be levied pursuant to the Rate and Method. Section III. The Special Taxes herein authorized to be levied, to the extent possible, shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and the same procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes; provided, however, CFD No. 2024-2 may utilize a direct billing procedure for any Special Taxes that cannot be collected on the County of San Diego tax roll or may, by resolution, elect to collect the Special Taxes at a different time or in a different manner if necessary to meet its financial obligations. Section IV. The Special Taxes authorized to be levied shall be secured by the lien imposed pursuant to Section 3114.5 and 3115.5 of the California Streets and Highways Code, which lien shall be a continuing lien and shall secure each levy of the Special Taxes. Section V. Severability. If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The Page 317 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44025552.1 2 City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more o ther sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section VI. Construction. The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section VII. Effective Date. This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section VIII. Publication. The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. [SIGNATURES ON THE FOLLOWING PAGE] Page 318 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44025552.1 3 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September 2025. Executed this 9th day of September 2025. Kerry K. Bigelow, MMC, City Clerk Page 319 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-1 EXHIBIT A RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA A Special Tax shall be levied on all Taxable Property within the boundaries of Community Facilities District No. 2024-2 (Moss Street) (“CFD No. 2024-2” and “CFD”) and collected each Fiscal Year commencing in Fiscal Year 2024-25, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2024-2, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided. 1. DEFINITIONS The terms hereinafter set forth have the following meanings: “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map. An Acre means 43,560 square feet of land. If the preceding maps for a land area are not available, the Acreage of such land area shall be determined by the City Engineer. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, as amended. “Administrative Expenses” means the following actual or reasonably estimated costs related to the administration of CFD No. 2024-2 including, but not limited to: the costs of preparing and computing the Annual Special Tax (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City, the County or otherwise); the costs of remitting the Special Taxes to the Fiscal Agent; the costs of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, CFD No. 2024-2, or any designee thereof complying with arbitrage rebate requirements, including without limitation rebate liability costs and periodic rebate calculations; the costs to the City, CFD No. 2024-2, or any designee thereof complying with disclosure or reporting requirements of the City or CFD No. 2024- 2, associated with applicable federal and State laws; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs to the City, CFD No. 2024-2, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts for Special Tax delinquency monitoring and the amount estimated or advanced by the City or CFD No. 2024-2 for any other administrative purposes of CFD No. 2024-2, including attorney’s fees and other costs related to commencing and pursuing any foreclosure of delinquent Special Taxes. “Annual Special Tax” means the Special Tax actually levied in any Fiscal Year on any Assessor’s Parcel. “Assessor” means the Assessor of the County of San Diego. Page 320 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-2 “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the Assessor designating parcels by Assessor’s Parcel Number. “Assessor’s Parcel Number” means the number assigned to a parcel designated by the Assessor for purposes of identification. “Assigned Special Tax” means the Special Tax of that name described in Section 3.A below. “Backup Special Tax” means the Special Tax of that name described in Section 3.B below. “Bonds” means any bonds or other debt of CFD No. 2024-2 issued or incurred whether in one or more series, secured by the levy of Special Taxes. "Boundary Map" means a recorded map which indicates the boundaries of CFD No. 2024-2. “Building Permit” means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator as necessary to fairly allocate Special Tax to the Assessor’s Parcel, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses. “Building Square Footage” means all of the square footage of living area within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, or similar area. The determination of Building Square Footage shall be made by the CFD Administrator by reference to the Building Permit(s) issued for such Assessor’s Parcel and/or by reference to appropriate records kept by the City or County. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31. “CFD Administrator” means an authorized representative of the City, or designee thereof, responsible for determining the Special Tax Requirement, for preparing the Annual Special Tax roll and/or calculating the Backup Special Tax. “CFD No. 2024-2” means the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street). “City” means the City of Chula Vista, California. “City Council” means the City Council of the City acting as the legislative body of CFD No. 2024-2 under the Act. Page 321 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-3 “Condominium” means a unit, whether attached or detached, meeting the statutory definition of a condominium contained in the California Civil Code Section 4125(b). “County” means the County of San Diego, California. “Debt Service” means for each Fiscal Year, the total amount of principal and interest payable on any Outstanding Bonds during the Calendar Year commencing on January 1 of such Fiscal Year. “Developed Property” means for each Fiscal Year, all Taxable Property for which a Building Permit was issued prior to March 1 of the previous Fiscal Year. An Assessor’s Parcel classified as Developed Property but for which the Building Permit that caused such Assessor’s Parcel to be classified as Developed Property has been cancelled and/or voided prior to the Fiscal Year for which Special Taxes are being levied shall be reclassified as Undeveloped Property, provided that the levy of the Annual Special Tax after such reclassification shall not be less than 1.1 times the annual Debt Service on all Outstanding Bonds. If Bonds have not been issued, an Assessor’s Parcel classified as Developed Property for which such a Building Permit has been cancelled and/or voided shall be reclassified as Undeveloped Property. “Exempt Property” means for each Fiscal Year, all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section 5 below. “Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code Section 4285 that creates individual lots for which Building Permits may be issued without further subdivision. “Fiscal Year” means the period starting on July 1 and ending the following June 30. “Fiscal Agent” means the fiscal agent, trustee, or paying agent under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the agreement, indenture, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Class” means any of the classes listed in Table 1 under Section 3A below. Note: Land Use Class is not in reference to a property’s zoning designation. “Lot(s)” means an individual legal lot created by a Final Map for which a Building Permit for residential construction has been or could be issued. Notwithstanding the foregoing, in the case of an individual legal lot created by such a Final Map upon which Condominiums are entitled to be developed, the number of Lots allocable to such legal lot for purposes of calculating the Backup Special Tax applicable to such Final Map shall equal the number of Condominiums which are permitted to be constructed on such legal lot as shown on such Final Map. “Master Developer” means Shea Homes Limited Partnership, a California Limited Partnership or its successors or assignees. Page 322 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-4 “Maximum Special Tax” means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Sections 3.C and 3.D below, which may be levied in a given Fiscal Year on such Assessor’s Parcel of Taxable Property. “Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more non-residential units or structures, including, but not limited to commercial and industrial uses. “Outstanding Bonds” means all Bonds which are deemed to be outstanding under the Fiscal Agent Agreement. “Prepayment Amount” means the amount required to prepay the Special Tax Obligation in full for an Assessor’s Parcel as described in Section 8 below. “Property Owner Association Property” means any Assessor’s Parcel within the boundaries of CFD No. 2024-2 owned in fee by a property owner association, including any master or sub- association. “Proportionately” or “Proportionate” means for Developed Property, that the ratio of the actual Special Tax levy to the applicable Assigned Special Tax or Backup Special Tax is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is equal for all Assessor’s Parcels of Undeveloped Property. “Proportionately” may similarly be applied to other categories of Taxable Property as listed in Section 3 below. “Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-2, which is owned by, or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of June 30 of the prior Fiscal Year; provided however that any property owned by a public agency and leased to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use. To ensure that property is classified as Public Property in the first Fiscal Year after it is acquired by or irrevocably offered for dedication to a public agency, the property owner shall notify the CFD Administrator in writing of such acquisition, offer, or dedication not later than June 30 of the Fiscal Year in which the acquisition, offer, or dedication occurred. “Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more Residential Units. “Residential Unit” means each separate residential dwelling unit that comprises an independent facility capable of conveyance or rental, separate from adjacent residential dwelling units. “Special Tax” means any special tax levied within CFD No. 2024-2 pursuant to the Act and this Rate and Method of Apportionment of Special Tax. “Special Tax Obligation” means the total obligation of an Assessor’s Parcel of Taxable Property to pay the Special Tax for the remaining life of CFD No. 2024-2. “Special Tax Requirement” means that amount required in any Fiscal Year to: (i) pay regularly Page 323 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-5 scheduled Debt Service on all Outstanding Bonds; (ii) pay periodic costs on the Outstanding Bonds, including but not limited to, credit enhancement and rebate payments on the Outstanding Bonds; (iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any reserve funds for all Outstanding Bonds; and (v) pay directly for eligible development impact fees and the acquisition or construction of eligible facilities, provided the inclusion of such amount does not increase the levy of the Special Tax on Undeveloped Property; and (vi) pay for reasonably anticipated Special Tax delinquencies based on the delinquency rate for Special Taxes in the previous Fiscal Year; less (vii) a credit for funds available to reduce the Annual Special Tax levy, as determined by the CFD Administrator pursuant to the Fiscal Agent Agreement. “State” means the State of California. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD, which are not exempt from the levy of the Special Tax pursuant to law or Section 5 below. “Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property. 2. LAND USE CLASSIFICATION Each Fiscal Year, beginning with Fiscal Year 2026-27, each Assessor’s Parcel within CFD No. 2024- 2 shall be classified as Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as Developed Property or Undeveloped Property, and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax determined pursuant to Sections 3 and 4 below. Furthermore, each Assessor’s Parcel of Developed Property shall be classified according to its applicable Land Use Class based on its Building Square Footage. In the event a Building Permit is issued for one or more Residential Property Condominiums prior to March 1 of the previous Fiscal Year and an Assessor’s Parcel Number has not yet been assigned to each such Condominium for the current Fiscal Year, the applicable Assessor’s Parcel may be classified as both Developed Property and Undeveloped Property. In such an instance, the Special Taxes levied on such Assessor’s Parcel shall be the sum of the amount derived from the following (i) applying the Assigned Special Tax applicable to each Condominium for which a Building Permit was issued prior to March 1 of the previous Fiscal Year and (ii) levying the acreage allocable to such actual or planned Condominiums for which a Building Permit has not been issued prior to March 1 of the previous Fiscal Year as Undeveloped Property; the allocable acreage shall be computed on a pro-rata basis based on the relative number of remaining Condominiums to the total number of Condominiums entitled to be developed on such Assessor’s Parcel. The total number of Condominiums entitled to be developed on the applicable Assessor’s Parcel shall be determined from the recorded condominium map, condominium plan, applicable site plan, plot plan, or other appropriate records kept by the City as reasonably determined by the CFD Administrator. 3. SPECIAL TAX RATES A. Assigned Special Tax for Developed Property The Assigned Special Tax applicable to an Assessor’s Parcel classified as Developed Property commencing Fiscal Year 2026-27 shall be determined pursuant to Table 1 below. Page 324 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-6 Table 1 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027 and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior Fiscal Year. B. Backup Special Tax for Developed Property When a Final Map or a condominium plan is recorded within CFD No. 2024-2, the Backup Special Tax for Assessor’s Parcels of Developed Property classified as Residential Property shall be determined as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax for Fiscal Year 2026-27 shall be the rate per Lot calculated according to the following formula: The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. Notwithstanding the foregoing, if Assessor’s Parcels of Residential Property or Undeveloped Property for which the Backup Special Tax has been determined are subsequently changed or $94,041 x A L B = Page 325 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-7 modified by recordation of a new or amended Final Map, then the Backup Special Tax applicable to such Assessor’s Parcels shall be recalculated to equal the total amount of Backup Special Tax that would have been generated if such change did not take place. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. C. Maximum Special Tax for Developed Property Each Fiscal Year, the Maximum Special Tax for an Assessor’s Parcel of Developed Property shall be the greater of the applicable Assigned Special Tax or Backup Special Tax. D. Maximum Special Tax for Undeveloped Property The Maximum Special Tax for Undeveloped Property commencing in Fiscal Year 2026-27 shall be $94,041 per Acre. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Maximum Special Tax applicable to each Assessor’s Parcel of Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. E. Multiple Land Use Classes In some instances, an Assessor’s Parcel may contain more than one Land Use Class. The annual Maximum Special Taxes levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes for all Land Use Classes located on that Assessor’s Parcel. F. Special Tax Reduction prior to issuance of Bonds Prior to the issuance of Bonds, the Assigned Special Tax, Backup Special Tax, and Maximum Special Tax (collectively the “Special Tax Rates”) on Taxable Property may be reduced in accordance with, and subject to the conditions set forth in this paragraph. Upon the City’s receipt of a written request from property owner and the CFD Administrator, the Special Tax Rates on Taxable Property may be reduced to a level which will provide not less than one hundred ten percent (110%) of the estimated debt service with respect to the amount of Bonds requested to be issued in such written requests. If it is reasonably determined by the CFD Administrator that the total effective tax rate on Residential Property exceeds 2%, the Special Tax Rates may be reduced to the amount necessary to satisfy the maximum allowable effective tax rate requirement on Residential Property with the written consent of Master Developer, which consent shall not be unreasonably withheld, and the CFD Administrator. It shall not be required that reductions among each “Building Square Footage” range of Residential Property be proportional. Additionally, the “CFD Public Facilities Costs” amount in Section 8 shall be reduced commensurate with any reductions to the Special Tax Rates pursuant to this paragraph, as reasonably determined by the CFD Administrator. A certificate in substantially the form attached hereto as Exhibit “B” shall be used for purposes of evidencing the required written consent and effectuating the reduction to the Special Tax Rates. The reductions permitted pursuant to this paragraph shall be reflected in an amended Notice of Special Tax Lien which the City shall cause to be recorded with the County. Page 326 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-8 Once bonds are issued for CFD No. 2024-2, this paragraph 3.F shall become void. 4. METHOD OF APPORTIONMENT For each Fiscal Year, commencing Fiscal Year 2026-27, the CFD Administrator shall determine the Special Tax Requirement and levy the Special Tax on all Taxable Property in accordance with the following steps: Step 1: The Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax to satisfy the Special Tax Requirement. Step 2: If additional monies are needed to satisfy the Special Tax Requirement after Step 1 has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for Undeveloped Property as needed to satisfy the Special Tax Requirement. Step 3: If additional monies are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be increased Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the Maximum Special Tax for Developed Property as needed to satisfy the Special Tax Requirement. Notwithstanding the above, under no circumstances will the Special Tax levied in any Fiscal Year against any Assessor’s Parcel of Residential Property for which an occupancy permit for private residential use has been issued be increased as a result of a delinquency or default in the payment of the Special Tax applicable to any other Assessor’s Parcel within CFD No. 2024-2 by more than ten percent (10%) above what would have been levied in the absence of such delinquencies or defaults. 5. EXEMPTIONS The CFD Administrator shall classify as Exempt Property (i) Assessor’s Parcels of Public Property, (ii) Assessor’s Parcels of Property Owner Association Property, (iii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iv) Non-Residential Property including, but not limited to, commercial and industrial parcels, and (v) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, provided that no such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres. Assessor’s Parcels, which cannot be classified as Exempt Property because such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres, shall be classified as Taxable Property and will continue to be subject to the CFD No. 2024-2 Special Taxes accordingly. Tax exempt status for the purpose of this paragraph will be assigned by the CFD Administrator in the chronological order in which property becomes eligible for classification as Exempt Property. If the use of an Assessor’s Parcel of Exempt Property changes so that such Assessor’s Parcel is no longer classified as one of the uses set forth in the first paragraph of this Section 5 that would make Page 327 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-9 such Assessor’s Parcel eligible to be classified as Exempt Property, such Assessor’s Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property. 6. APPEALS Any property owner who pays the Special Tax and claims the amount of the Special Tax levied on his or her Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such an error not later than thirty-six (36) months after first having paid the first installment of the Special Tax that is disputed. If following such consultation, the CFD Administrator determines that an error has occurred, then the CFD Administrator shall take any of the following actions, in order of priority, in order to correct the error: (i) Amend the Special Tax levy on the property owner’s Assessor’s Parcel(s) for the current Fiscal Year prior to the payment date, (ii) Require the CFD to reimburse the property owner for the amount of the overpayment to the extent of available CFD funds, or (iii) Grant a credit against, eliminate or reduce the future Special Taxes on the property owner’s Assessor’s Parcel(s) in the amount of the overpayment. If following such consultation and action by the CFD Administrator the property owner believes such an error still exists, such person may file a written notice of appeal with the City Council. Upon receipt of such notice, the City Council or designee may establish such procedures as deemed necessary to undertake the review of any such appeal. If the City Council or designee determines an error still exists, the CFD Administrator shall take any of the actions described as (i), (ii) and (iii) above, in order of priority, in order to correct the error. The City Council or the designee thereof shall interpret this Rate and Method of Apportionment of Special Tax for purposes of clarifying any ambiguities and make determinations relative to the administration of the Special Tax and any property owner appeals. The decision of the City Council or designee shall be final and binding to all persons. 7. COLLECTION OF SPECIAL TAXES Collection of the Annual Special Tax shall be made by the County in the same manner as ordinary ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided, however, that the City Council may provide for (i) other means of collecting the Special Tax, including direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual Special Taxes. 8. PREPAYMENT OF SPECIAL TAX OBLIGATION A. Prepayment in Full Page 328 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-10 Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash settlement with the City as permitted under Government Code Section 53344. The following definitions apply to this Section 8: “CFD Public Facilities Costs” means an amount sufficient to pay development impact fees and acquire or construct the facilities to be financed under the Act and financing program for CFD No. 2024-2, or such lower number as shall be determined by the CFD Administrator. “Improvement Fund” means the fund (regardless of its name) established pursuant to the Fiscal Agent Agreement to hold funds, which are currently available for expenditure to acquire or construct the facilities or pay development impact fees authorized to be funded by CFD No. 2024-2. “Future Facilities Costs” means the CFD Public Facilities Costs minus (i) costs previously paid from the Improvement Fund to acquire or construct the facilities or pay for development impact fees, (ii) monies currently on deposit in the Improvement Fund, and (iii) monies currently on deposit in an escrow or other designated fund that are expected to be available to finance CFD Public Facilities Costs. “Outstanding Bonds” means all Previously Issued Bonds, which remain outstanding as of the first interest and/or principal payment date following the current Fiscal Year excluding Bonds to be redeemed at a later date with proceeds of prior Special Tax prepayments. “Previously Issued Bonds” means all Bonds that have been issued prior to the date of prepayment. The Special Tax Obligation applicable to an Assessor’s Parcel of Developed Property, or Undeveloped Property for which a Building Permit has been issued may be prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein, provided that a prepayment may be made with respect to a particular Assessor’s Parcel only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel eligible to prepay the Special Tax Obligation shall provide the CFD Administrator with written notice of intent to prepay and designate or identify the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the Prepayment Amount for such Assessor’s Parcel within 30 days of the request and may charge a reasonable fee for providing this service. Prepayment must be made at least 60 days prior to any redemption date for the Bonds to be redeemed with the proceeds of such prepaid Special Taxes, unless a shorter period is acceptable to the Fiscal Agent and the City. The Prepayment Amount (defined below) shall be calculated for each applicable Assessor’s Parcel or group of Assessor’s Parcels as summarized below (capitalized terms as defined below): Bond Redemption Amount plus Redemption Premium plus Future Facilities Costs Prepayment Amount plus Defeasance Amount plus Prepayment Administrative Fees and Expenses less Reserve Fund Credit less Capitalized Interest Credit Total: equals Prepayment Amount Page 329 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-11 As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14 below) shall be calculated as follows: Step No.: 1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel. 2. For Assessor’s Parcels of Developed Property, determine the Maximum Special Tax. For Assessor’s Parcels of Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for that Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has already been issued for that Assessor’s Parcel. 3. Divide the Maximum Special Tax computed pursuant to paragraph 2 by the total expected Maximum Special Tax revenue for CFD No. 2024-2, assuming all Building Permits have been issued (build-out) within CFD No. 2024-2, excluding any Assessor’s Parcels for which the Special Tax Obligation has been previously prepaid. 4. Multiply the quotient computed pursuant to paragraph 3 by the Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and prepaid for all applicable Assessor’s Parcels (the “Bond Redemption Amount”). 5. Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the applicable redemption premium (expressed as a percentage), if any, on the Outstanding Bonds to be redeemed at the first available call date (the “Redemption Premium”). 6. Compute the Future Facilities Costs. 7. Multiply the quotient computed pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to compute the amount of Future Facilities Costs to be prepaid (the “Future Facilities Prepayment Amount”). 8. Calculate the administrative fees and expenses of CFD No. 2024-2, including the costs of computation of the prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the Outstanding Bonds to be redeemed with the prepayment, and the costs of recording any notices to evidence the prepayment and the redemption (the “Prepayment Administrative Fees”). 9. Compute the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the expected redemption date for the Outstanding Bonds which, depending on the Fiscal Agent Agreement, may be as early as the next interest payment date. 10. Compute the amount the CFD Administrator reasonably expects to derive from the reinvestment of the Prepayment Amount less the Future Facilities Prepayment Amount and the Prepayment Administrative Fees from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the prepayment. Page 330 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-12 11. Subtract the amount computed in paragraph 10 from the amount computed in paragraph 9 (the “Defeasance Amount”). 12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the reserve requirement (as defined in the Fiscal Agent Agreement) on the prepayment calculation date, a reserve fund credit shall be calculated as a reduction in the applicable reserve fund for the Outstanding Bonds to be redeemed pursuant to the prepayment (the “Reserve Fund Credit”). No Reserve Fund Credit shall be granted if, after the Prepayment Amount is calculated, reserve funds are below 100% of the reserve requirement after taking into account such prepayment. 13. If any capitalized interest for the Outstanding Bonds will not have been expended at the time of the first interest and/or principal payment following the current Fiscal Year, a capitalized interest credit shall be calculated by multiplying the quotient computed pursuant to paragraph 3 by the expected balance in the capitalized interest fund after such first interest and/or principal payment (the “Capitalized Interest Credit”). 14. The amount to prepay the Special Tax Obligation is equal to the sum of the amounts computed pursuant to paragraphs 4, 5, 7, 8, and 11, less the amounts computed pursuant to paragraphs 12 and 13 (the “Prepayment Amount”). 15. From the Prepayment Amount, the sum of the amounts computed pursuant to paragraphs 4, 5, and 11, less the amounts computed pursuant to paragraphs 12 and 13 shall be deposited into the appropriate fund as established under the Fiscal Agent Agreement and be used to retire Outstanding Bonds or make Debt Service payments. The amount computed pursuant to paragraph 7 shall be deposited into the Construction Fund. The amount computed pursuant to paragraph 8 shall be retained by CFD No. 2024-2. The Prepayment Amount may be sufficient to redeem an amount other than a $5,000 increment of Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be retained in the appropriate fund established under the Fiscal Agent Agreement to redeem Bonds to be used with the next prepayment of Bonds. The CFD Administrator will confirm that all previously levied Special Taxes have been paid in full. With respect to any Assessor’s Parcel for which the Special Tax Obligation is prepaid in full, once the CFD Administrator has confirmed that all previously levied Special Taxes have been paid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of the Special Tax Obligation and the release of the Special Tax lien on such Assessor’s Parcel, and the obligation of the owner of such Assessor’s Parcel to pay the Special Tax shall cease. Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. B. Partial Prepayment The Special Tax on an Assessor’s Parcel of Developed Property or Undeveloped Property for which a Building Permit has been issued may be partially prepaid. The amount of the prepayment shall be Page 331 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-13 calculated as in Section 8.A.; except that a partial prepayment shall be calculated according to the following formula: PP = (PE-A) x F+A These terms have the following meaning: PP = the partial prepayment PE = the Prepayment Amount calculated according to Section 8.A F = the percentage by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax Obligation A = the Prepayment Administrative Fees and Expenses from Section 8.A The owner of any Assessor’s Parcel who desires such partial prepayment shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax Obligation, (ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the amount required for the partial prepayment of the Special Tax Obligation for an Assessor’s Parcel within 60 days of the request and may charge a reasonable fee for providing this service. With respect to any Assessor’s Parcel that is partially prepaid, the City shall (i) distribute the funds remitted to it according to Section 8.A., and (ii) indicate in the records of CFD No. 2024-2 that there has been a partial prepayment of the Special Tax Obligation and that a portion of the Special Tax with respect to such Assessor’s Parcel, equal to the outstanding percentage (1.00 - F) of the Maximum Special Tax, shall continue to be levied on such Assessor’s Parcel. Notwithstanding the foregoing, no partial prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed partial prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. 9. TERM OF SPECIAL TAX The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement, but in any event not after Fiscal Year 2066-67. The Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined that all required interest and principal payments on the Bonds have been paid, no delinquent Special Taxes remain uncollected, and the City has covenanted that it will not issue any more Bonds (other than refunding Bonds) to be supported by Special Taxes levied under this Rate and Method of Apportionment. Page 332 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-14 A -1 EXHIBIT A Page 333 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-15 EXHIBIT B CERTIFICATE TO AMEND THE SPECIAL TAX COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA TAX REDUCTION CERTIFICATE 1. The undersigned property owners hereby request modification of the following information in the Rate and Method of Apportionment of Special Tax (the "RMA") for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista (“CFD No. 2024-2” or the “CFD”). 2. Pursuant to Section 3 of the Rate and Method of Apportionment, as attached to the Notice of Special Tax Lien, recorded in the Official Records of the County of San Diego as Instrument No. XXXXXX on MM/DD/YYYY, the County of San Diego (the “County”) hereby reduces the Assigned Special Tax for Developed Property within the CFD as set forth in Table 1 of the RMA. 3. The information in Table 1, relating to the Assigned Special Tax for Developed Property within CFD No. 2024-2 shall be amended and restated in full as follows: Table 1: Assigned Special Tax for Developed Property 4. The calculation of the Backup Special Tax for Assessor’s Parcels of Developed Property within CFD No. 2024-2 classified as Residential Property shall be amended as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax shall be the rate per Lot calculated according to the following formula: Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $ 2 Residential Property 1,201 to 1,475 $ 3 Residential Property 1,476 to 1,675 $ 4 Residential Property 1,676 to 1,825 $ 5 Residential Property 1,826 to 1,925 $ 6 Residential Property > 1,925 $ R x A L B = Page 334 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-16 The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. R = Backup Special Tax Rate per Acre 5. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax Rates in Table 1 and the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. 6. Section 3 of the RMA may only be modified prior to the issuance of Bonds. 7. Upon execution of the certificate by the City and the CFD, the City shall cause an amended Notice of Special Tax Lien for the CFD to be recorded reflecting the modifications set forth herein. I hereby declare under penalty of perjury that the above representations are true and correct. Property Owner By: Date: By execution hereof, the undersigned acknowledges, on behalf of the City of Chula Vista and CFD No. 2024-2(Moss Street) receipt of this Certificate and modification of the RMA as set forth in this Certificate. City of Chula Vista By: Date: CFD Administrator Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista By: Date: CFD Administrator Page 335 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\43845285.1 1 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN ACQUISITION/FINANCING AGREEMENT RELATING TO COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) AND AUTHORIZING RELATED ACTIONS WHEREAS, the City of Chula Vista (the “City”) is a municipal corporation and charter city duly organized and existing under and pursuant to the Constitution and the laws of the State of California (the “State”); and WHEREAS, at the request of Shea Homes Limited Partnership, a California limited partnership (the “Developer”), the developer of the Moss Street development project (the “Project”), the City Council of the City has authorized the formation of the Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista, County of San Diego, State of California (the “CFD”) pursuant to the Mello-Roos Community Facilities Act of 1982, as amended (the “Act”); and WHEREAS, the CFD is authorized to finance City facilities and related costs in satisfaction of certain City development impact fees (the “Fees”) authorized to be financed under the Act and certain City facilities to be constructed by or on behalf of the Developer (“Improvements”); and WHEREAS, there has been presented to the City Council, the form of an Acquisition/Financing Agreement by and among the City and the Developer (the “Acquisition Agreement”) to establish the terms and conditions for acquiring and financing the Improvements and Fees. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that: SECTION 1. Each of the above recitals are true and correct and are hereby incorporated into this Resolution as though fully set forth herein. SECTION 2. The form of Acquisition Agreement as presented to this City Council and on file with the City Clerk is hereby approved. The City Manager and such other official or officials of the City as may be designated in writing by this City Council (each, an “Authorized Officer” and together, the “Authorized Officers”) are each authorized to execute the Acquisition Agreement for and on behalf of the City with such changes thereto as such Authorized Officer, following consultation with the City Attorney and Best Best & Krieger LLP, deem to be in the best interests of the City. SECTION 3. The Authorized Officers and other officers, employees and agents of the City, are hereby authorized and directed, jointly and severally, to do any and all things which they may deem necessary or advisable in order to consummate the transactions herein authorized and otherwise to carry out, give effect to and comply with the terms and intent of this Resolution. All actions heretofore taken by the Authorized Officers and other officers, employees and agents of the City with respect to the matters described herein are hereby approved, confirmed and ratified. Page 336 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda SECTION 4. This Resolution shall take effect immediately upon its adoption. BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this Resolution shall become effective immediately. Page 337 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\43845285.1 3 PREPARED BY: APPROVED AS TO FORM BY: Robert A. Vacchi Marco A. Verdugo Interim Director, Development Services City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 9th day of September, 2025 by the following vote: AYES: Councilmembers: NAYS: Councilmembers: ABSENT: Councilmembers: John McCann, Mayor ATTEST: STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2025-____ was duly passed, approved, and adopted by the City Council at a regular meeting of the Chula Vista City Council held on the 9th day of September, 2025. Executed this 9th day of September, 2025. Kerry K. Bigelow, MMC, City Clerk Page 338 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) CFD REPORT August 2025. Page 339 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 1. INTRODUCTION Purpose of Report This Community Facilities District Report (“CFD Report”) is submitted to the City Council of the City of Chula Vista (the “City Council”) in accordance with the requirements of the Mello-Roos Community Facilities Act of 1982, as amended (the “Act”). The purpose of this report is to provide supporting documentation for the proposed formation of Community Facilities District No. 2024-2 (Moss Street) (CFD No. 2024-2). This CFD Report includes the following key components: A general description of CFD No. 2024-2. A summary of the public facilities (“Facilities”) required at the time of formation to meet the needs of future development within CFD No. 2024-2. A description of the boundaries of CFD No. 2024-2; and An estimate of the costs to be funded, including costs associated with the formation of the district, the issuance of bonds, the collection and administration of special taxes, and any incidental expenses related to financing the authorized Facilities. For further details, reference is made to Resolution of Intention No. 2025-125, adopted by the City Council on July 22, 2025. Capitalized terms used but not otherwise defined in this report shall have the meanings ascribed to them in the Rate and Method of Apportionment of Special Tax, attached hereto as Appendix A. Legal Authority Pursuant to the provisions of the Mello-Roos Community Facilities Act of 1982 (Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code), the City Council adopted a Resolution of Intention to initiate proceedings for the formation of Community Facilities District No. 2024-2 (Moss Street). This action authorizes the consideration of the levy of a special tax within the proposed district to finance the acquisition and/or construction of public facilities and to fund incidental expenses as described in this report. Page 340 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 3 2. DESCRIPTION OF PUBLIC FACILITIES AND/OR SERVICES The types of public facilities authorized to be financed by CFD No. 2024-2 include, but are not limited to, the following: Street and transportation improvements, including parking, rights of way, curbs and gutters, and other improvements relating thereto. Park acquisition and improvements. Water improvements. Sewer improvements, including collection, transportation, treatment, and sewer disposal. General civic facilities, including but not limited to civic centers, police, fire suppression, library, corporation yard, and public recreation. In addition to the public facilities, the financing may include incidental expenses, such as: The cost of planning and designing the public facilities and the cost of environmental evaluations thereof, All costs associated with the formation of CFD No. 2024-2, the issuance of the bonds thereof, the determination of the amount of and collection of special taxes, the payment of special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the proposed District. Any other expenses incidental to the construction, completion, and inspection of the public Facilities. This description is general in nature and intended to provide flexibility. The final location, design, and composition of improvements will be determined as development plans are finalized. Substitutions or modifications to the proposed improvements may occur, provided they offer services that are substantially similar in scope and purpose to those described herein, and do not constitute a material change to the proceedings. Page 341 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 4 3. COST ESTIMATE The proposed maximum authorized bonded indebtedness for Community Facilities District No. 2024-2 (Moss Street) is $10,000,000. The actual amount of bonds issued will depend on several factors, including market interest rates at the time of sale, project funding requirements, and compliance with minimum value-to-lien ratio requirements. Based on current assumptions, including an 8.00% interest rate and a 30-year bond term, the special tax revenues projected to be generated within CFD No. 2024-2 are estimated to support approximately $6,410,000 in bonded indebtedness. This issuance is expected to generate approximately $5,148,071 in net bond proceeds available for eligible facilities and fees. The remaining bond proceeds will be allocated to funds: A bond reserve fund. Capitalized interest. Initial administrative expenses. Costs of CFD formation; and Bond issuance costs. The proceeds of CFD No. 2024-2 will be used to fund public facilities and development impact fees as outlined in Appendix C of this report. The estimated cost of such facilities and fees is approximately $5.15 million. Any costs not covered by CFD bond proceeds or special taxes will remain the responsibility of the developer, in accordance with project conditions of approval, the development agreement, or other applicable governing documents. Page 342 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5 4. RATE AND METHOD OF APPORTIONMENT The Rate and Method of Apportionment of Special Tax (“RMA”) for CFD No. 2024-2 is attached hereto as Appendix A and is incorporated by reference into this report. The special tax will be levied and collected in the same manner and at the same time as ad valorem property taxes levied by the County of San Diego and will be subject to the same penalties and procedures in the case of delinquency. However, the special tax may also be collected in such other manner and at such other time as may be necessary to meet the financial obligations of CFD No. 2024-2, as permitted by the Mello-Roos Community Facilities Act of 1982 (the “Act”). All property within CFD No. 2024-2, unless legally exempt or exempt pursuant to the RMA, shall be subject to the levy of the special tax to fund the authorized public facilities, incidental expenses, and administrative costs of CFD No. 2024-2. In accordance with Government Code Section 53325.3, the special tax is not a special assessment and need not be apportioned based on the benefit received by each parcel. Rather, the tax may be apportioned based on cost, service availability, or other reasonable criteria, provided it is not based on an ad valorem (value-based) methodology, in compliance with Article XIII A of the California Constitution. In developing the RMA, Harris & Associates relied on data and assumptions including, but not limited to, building square footage, net taxable acreage, proposed land use classifications, and service area square footage, as well as estimated facility and bond-related costs. These inputs were provided by the City of Chula Vista, participating developers, financial advisors, bond counsel, and other members of the formation team. Harris & Associates has not independently verified such data and disclaims responsibility for the impact of any inaccuracies on the resulting RMA or on CFD No. 2024-2’s ability to meet its financial obligations. Page 343 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 6 5. BOUNDARY MAP AND DESCRIPTION CFD No. 2024-2 is located within the City of Chula Vista and is generally bound by H Street, Fig Avenue, I Street, and Broadway. At build-out, CFD No. 2024-2 is projected to contain 141 attached for-sale residential units. CFD No. 2024-2 encompasses approximately 7.282 gross acres within the City of Chula Vista and includes a portion of the following Assessor Parcel Numbers: 618-010-26-01 618-010-31-00 618-010-32-00 These parcels represent the properties proposed to be included within the boundaries of CFD No. 2024-2 and are subject to the levy of special taxes to fund the public facilities and incidental expenses described in this Report. A reduced scale Boundary Map is provided in Appendix B. A full-scale map is on file with the City Clerk of the City of Chula Vista and was recorded with San Diego County Recorder’s Office in Book 52 of Maps of Assessment and Community Facilities Districts on July 28, 2025, at Page 62 in the office of the County Recorder for the County of San Diego, State of California, as Document No. 2025-7000350. Page 344 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda APPENDIX A RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES Page 345 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA A Special Tax shall be levied on all Taxable Property within the boundaries of Community Facilities District No. 2024-2 (Moss Street) (“CFD No. 2024-2” and “CFD”) and collected each Fiscal Year commencing in Fiscal Year 2026-27, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2024-2, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided. 1. DEFINITIONS The terms hereinafter set forth have the following meanings: “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map. An Acre means 43,560 square feet of land. If the preceding maps for a land area are not available, the Acreage of such land area shall be determined by the City Engineer. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, as amended. “Administrative Expenses” means the following actual or reasonably estimated costs related to the administration of CFD No. 2024-2 including, but not limited to: the costs of preparing and computing the Annual Special Tax (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City, the County or otherwise); the costs of remitting the Special Taxes to the Fiscal Agent; the costs of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, CFD No. 2024-2, or any designee thereof complying with arbitrage rebate requirements, including without limitation rebate liability costs and periodic rebate calculations; the costs to the City, CFD No. 2024-2, or any designee thereof complying with disclosure or reporting requirements of the City or CFD No. 2024-2, associated with applicable federal and State laws; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs to the City, CFD No. 2024-2, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts for Special Tax delinquency monitoring and amounts estimated or advanced by the City or CFD No. 2024-2 for any other administrative purposes of CFD No. 2024-2, including attorney’s fees and other costs related to commencing and pursuing any foreclosure of delinquent Special Taxes. “Annual Special Tax” means the Special Tax actually levied in any Fiscal Year on any Assessor’s Parcel. “Assessor” means the Assessor of the County of San Diego. “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the Assessor designating parcels by Assessor’s Parcel Number. “Assessor’s Parcel Number” means the number assigned to a parcel designated by the Assessor for purposes of identification. “Assigned Special Tax” means the Special Tax of that name described in Section 3.A below. Page 346 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 “Backup Special Tax” means the Special Tax of that name described in Section 3.B below. “Bonds” means any bonds or other debt of CFD No. 2024-2 issued or incurred whether in one or more series, secured by the levy of Special Taxes. "Boundary Map" means a recorded map which indicates the boundaries of CFD No. 2024-2. “Building Permit” means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator as necessary to fairly allocate Special Tax to the Assessor’s Parcel, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses. “Building Square Footage” means all of the square footage of living area within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, or similar area. The determination of Building Square Footage shall be made by the CFD Administrator by reference to the Building Permit(s) issued for such Assessor’s Parcel and/or by reference to appropriate records kept by the City or County. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31. “CFD Administrator” means an authorized representative of the City, or designee thereof, responsible for determining the Special Tax Requirement, for preparing the Annual Special Tax roll and/or calculating the Backup Special Tax. “CFD No. 2024-2” means the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street). “City” means the City of Chula Vista, California. “City Council” means the City Council of the City acting as the legislative body of CFD No. 2024-2 under the Act. “Condominium” means a unit, whether attached or detached, meeting the statutory definition of a condominium contained in the California Civil Code Section 4125(b). “County” means the County of San Diego, California. “Debt Service” means for each Fiscal Year, the total amount of principal and interest payable on any Outstanding Bonds during the Calendar Year commencing on January 1 of such Fiscal Year. “Developed Property” means for each Fiscal Year, all Taxable Property for which a Building Permit was issued prior to March 1 of the previous Fiscal Year. An Assessor’s Parcel classified as Developed Property but for which the Building Permit that caused such Assessor’s Parcel to be classified as Developed Property has been cancelled and/or voided prior to the Fiscal Year for which Special Taxes are being levied shall be reclassified as Undeveloped Property, provided that the levy of the Annual Special Tax after such reclassification shall not be less than 1.1 times the annual Debt Service on all Outstanding Bonds. If Bonds have not been issued, an Assessor’s Parcel classified as Developed Property for which such a Building Permit has been cancelled and/or voided shall be reclassified as Undeveloped Property. “Exempt Property” means for each Fiscal Year, all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section 5 below. Page 347 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 3 “Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code Section 4285 that creates individual lots for which Building Permits may be issued without further subdivision. “Fiscal Year” means the period starting on July 1 and ending the following June 30. “Fiscal Agent” means the fiscal agent, trustee, or paying agent under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the agreement, indenture, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Class” means any of the classes listed in Table 1 under Section 3A below. Note: Land Use Class is not in reference to a property’s zoning designation. “Lot(s)” means an individual legal lot created by a Final Map for which a Building Permit for residential construction has been or could be issued. Notwithstanding the foregoing, in the case of an individual legal lot created by such a Final Map upon which Condominiums are entitled to be developed, the number of Lots allocable to such legal lot for purposes of calculating the Backup Special Tax applicable to such Final Map shall equal the number of Condominiums which are permitted to be constructed on such legal lot as shown on such Final Map. “Master Developer” means Shea Homes Limited Partnership, a California Limited Partnership or its successors or assignees. “Maximum Special Tax” means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Sections 3.C and 3.D below, which may be levied in a given Fiscal Year on such Assessor’s Parcel of Taxable Property. “Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more non-residential units or structures, including, but not limited to commercial and industrial uses. “Outstanding Bonds” means all Bonds which are deemed to be outstanding under the Fiscal Agent Agreement. “Prepayment Amount” means the amount required to prepay the Special Tax Obligation in full for an Assessor’s Parcel as described in Section 8 below. “Property Owner Association Property” means any Assessor’s Parcel within the boundaries of CFD No. 2024-2 owned in fee by a property owner association, including any master or sub-association. “Proportionately” or “Proportionate” means for Developed Property, that the ratio of the actual Special Tax levy to the applicable Assigned Special Tax or Backup Special Tax is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is equal for all Assessor’s Parcels of Undeveloped Property. “Proportionately” may similarly be applied to other categories of Taxable Property as listed in Section 3 below. “Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-2, which is owned by, or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of June 30 of the prior Fiscal Year; provided however that Page 348 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 4 any property owned by a public agency and leased to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use. To ensure that property is classified as Public Property in the first Fiscal Year after it is acquired by or irrevocably offered for dedication to a public agency, the property owner shall notify the CFD Administrator in writing of such acquisition, offer, or dedication not later than June 30 of the Fiscal Year in which the acquisition, offer, or dedication occurred. “Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more Residential Units. “Residential Unit” means each separate residential dwelling unit that comprises an independent facility capable of conveyance or rental, separate from adjacent residential dwelling units. “Special Tax” means any special tax levied within CFD No. 2024-2 pursuant to the Act and this Rate and Method of Apportionment of Special Tax. “Special Tax Obligation” means the total obligation of an Assessor’s Parcel of Taxable Property to pay the Special Tax for the remaining life of CFD No. 2024-2. “Special Tax Requirement” means that amount required in any Fiscal Year to: (i) pay regularly scheduled Debt Service on all Outstanding Bonds; (ii) pay periodic costs on the Outstanding Bonds, including but not limited to, credit enhancement and rebate payments on the Outstanding Bonds; (iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any reserve funds for all Outstanding Bonds; and (v) pay directly for eligible development impact fees and the acquisition or construction of eligible facilities, provided the inclusion of such amount does not increase the levy of the Special Tax on Undeveloped Property; and (vi) pay for reasonably anticipated Special Tax delinquencies based on the delinquency rate for Special Taxes in the previous Fiscal Year; less (vii) a credit for funds available to reduce the Annual Special Tax levy, as determined by the CFD Administrator pursuant to the Fiscal Agent Agreement. “State” means the State of California. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD, which are not exempt from the levy of the Special Tax pursuant to law or Section 5 below. “Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property. 2. LAND USE CLASSIFICATION Each Fiscal Year, beginning with Fiscal Year 2026-27, each Assessor’s Parcel within CFD No. 2024-2 shall be classified as Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as Developed Property or Undeveloped Property, and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax determined pursuant to Sections 3 and 4 below. Furthermore, each Assessor’s Parcel of Developed Property shall be classified according to its applicable Land Use Class based on its Building Square Footage. In the event a Building Permit is issued for one or more Residential Property Condominiums prior to March 1 of the previous Fiscal Year and an Assessor’s Parcel Number has not yet been assigned to each such Condominium for the current Fiscal Year, the applicable Assessor’s Parcel may be classified as both Developed Property and Undeveloped Property. In such an instance, the Special Taxes levied on such Assessor’s Parcel shall be the sum of the amount derived from the following (i) applying the Assigned Special Tax applicable to each Condominium for which a Building Permit was issued prior to March 1 of the previous Fiscal Year and (ii) levying the acreage allocable to such actual or planned Condominiums for which a Building Permit has not been issued prior to March 1 of the previous Fiscal Year as Undeveloped Property; Page 349 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5 the allocable acreage shall be computed on a pro-rata basis based on the relative number of remaining Condominiums to the total number of Condominiums entitled to be developed on such Assessor’s Parcel. The total number of Condominiums entitled to be developed on the applicable Assessor’s Parcel shall be determined from the recorded condominium map, condominium plan, applicable site plan, plot plan, or other appropriate records kept by the City as reasonably determined by the CFD Administrator. 3. SPECIAL TAX RATES A. Assigned Special Tax for Developed Property The Assigned Special Tax applicable to an Assessor’s Parcel classified as Developed Property commencing Fiscal Year 2026-27 shall be determined pursuant to Table 1 below. Table 1 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027 and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior Fiscal Year. B. Backup Special Tax for Developed Property When a Final Map or a condominium plan is recorded within CFD No. 2024-2, the Backup Special Tax for Assessor’s Parcels of Developed Property classified as Residential Property shall be determined as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax for Fiscal Year 2026-27 shall be the rate per Lot calculated according to the following formula: The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. $94,041 x A L B = Page 350 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 6 Notwithstanding the foregoing, if Assessor’s Parcels of Residential Property or Undeveloped Property for which the Backup Special Tax has been determined are subsequently changed or modified by recordation of a new or amended Final Map, then the Backup Special Tax applicable to such Assessor’s Parcels shall be recalculated to equal the total amount of Backup Special Tax that would have been generated if such change did not take place. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. C. Maximum Special Tax for Developed Property Each Fiscal Year, the Maximum Special Tax for an Assessor’s Parcel of Developed Property shall be the greater of the applicable Assigned Special Tax or Backup Special Tax. D. Maximum Special Tax for Undeveloped Property The Maximum Special Tax for Undeveloped Property commencing in Fiscal Year 2026-27 shall be $94,041 per Acre. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Maximum Special Tax applicable to each Assessor’s Parcel of Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. E. Multiple Land Use Classes In some instances, an Assessor’s Parcel may contain more than one Land Use Class. The annual Maximum Special Taxes levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes for all Land Use Classes located on that Assessor’s Parcel. F. Special Tax Reduction prior to issuance of Bonds Prior to the issuance of Bonds, the Assigned Special Tax, Backup Special Tax, and Maximum Special Tax (collectively the “Special Tax Rates”) on Taxable Property may be reduced in accordance with, and subject to the conditions set forth in this paragraph. Upon the City’s receipt of a written request from property owner and the CFD Administrator, the Special Tax Rates on Taxable Property may be reduced to a level which will provide not less than one hundred ten percent (110%) of the estimated debt service with respect to the amount of Bonds requested to be issued in such written requests. If it is reasonably determined by the CFD Administrator that the total effective tax rate on Residential Property exceeds 2%, the Special Tax Rates may be reduced to the amount necessary to satisfy the maximum allowable effective tax rate requirement on Residential Property with the written consent of Master Developer, which consent shall not be unreasonably withheld, and the CFD Administrator. It shall not be required that reductions among each “Building Square Footage” range of Residential Property be proportional. Additionally, the “CFD Public Facilities Costs” amount in Section 8 shall be reduced commensurate with any reductions to the Special Tax Rates pursuant to this paragraph, as reasonably determined by the CFD Administrator. A certificate in substantially the form attached hereto as Exhibit “B” shall be used for purposes of evidencing the required written consent and effectuating the reduction to the Special Tax Rates. The reductions permitted pursuant to this paragraph shall be reflected in an amended Notice of Special Tax Lien which the City shall cause to be recorded with the County. Once bonds are issued for CFD No. 2024-2, this paragraph 3.F shall become void. Page 351 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 7 4. METHOD OF APPORTIONMENT For each Fiscal Year, commencing Fiscal Year 2026-27, the CFD Administrator shall determine the Special Tax Requirement and levy the Special Tax on all Taxable Property in accordance with the following steps: Step 1: The Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax to satisfy the Special Tax Requirement. Step 2: If additional monies are needed to satisfy the Special Tax Requirement after Step 1 has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for Undeveloped Property as needed to satisfy the Special Tax Requirement. Step 3: If additional monies are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be increased Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the Maximum Special Tax for Developed Property as needed to satisfy the Special Tax Requirement. Notwithstanding the above, under no circumstances will the Special Tax levied in any Fiscal Year against any Assessor’s Parcel of Residential Property for which an occupancy permit for private residential use has been issued be increased as a result of a delinquency or default in the payment of the Special Tax applicable to any other Assessor’s Parcel within CFD No. 2024-2 by more than ten percent (10%) above what would have been levied in the absence of such delinquencies or defaults. 5. EXEMPTIONS The CFD Administrator shall classify as Exempt Property (i) Assessor’s Parcels of Public Property, (ii) Assessor’s Parcels of Property Owner Association Property, (iii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iv) Non-Residential Property including, but not limited to, commercial and industrial parcels, and (v) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, provided that no such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres. Assessor’s Parcels, which cannot be classified as Exempt Property because such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres, shall be classified as Taxable Property and will continue to be subject to the CFD No. 2024- 2 Special Taxes accordingly. Tax exempt status for the purpose of this paragraph will be assigned by the CFD Administrator in the chronological order in which property becomes eligible for classification as Exempt Property. If the use of an Assessor’s Parcel of Exempt Property changes so that such Assessor’s Parcel is no longer classified as one of the uses set forth in the first paragraph of this Section 5 that would make such Assessor’s Parcel eligible to be classified as Exempt Property, such Assessor’s Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property. 6. APPEALS Any property owner who pays the Special Tax and claims the amount of the Special Tax levied on his or her Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such an error not later than thirty-six (36) months after first having paid the first installment of the Special Tax that is disputed. If following such consultation, the CFD Administrator determines that an error has occurred, then the CFD Administrator shall take any of the following actions, in order of priority, in order to correct the error: (i) Amend the Special Tax levy on the property owner’s Assessor’s Parcel(s) for the current Fiscal Year Page 352 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 8 prior to the payment date, (ii) Require the CFD to reimburse the property owner for the amount of the overpayment to the extent of available CFD funds, or (iii) Grant a credit against, eliminate or reduce the future Special Taxes on the property owner’s Assessor’s Parcel(s) in the amount of the overpayment. If following such consultation and action by the CFD Administrator the property owner believes such an error still exists, such person may file a written notice of appeal with the City Council. Upon receipt of such notice, the City Council or designee may establish such procedures as deemed necessary to undertake the review of any such appeal. If the City Council or designee determines an error still exists, the CFD Administrator shall take any of the actions described as (i), (ii) and (iii) above, in order of priority, in order to correct the error. The City Council or the designee thereof shall interpret this Rate and Method of Apportionment of Special Tax for purposes of clarifying any ambiguities and make determinations relative to the administration of the Special Tax and any property owner appeals. The decision of the City Council or designee shall be final and binding to all persons. 7. COLLECTION OF SPECIAL TAXES Collection of the Annual Special Tax shall be made by the County in the same manner as ordinary ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided, however, that the City Council may provide for (i) other means of collecting the Special Tax, including direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual Special Taxes. 8. PREPAYMENT OF SPECIAL TAX OBLIGATION A. Prepayment in Full Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash settlement with the City as permitted under Government Code Section 53344. The following definitions apply to this Section 8: “CFD Public Facilities Costs” means an amount sufficient to pay development impact fees and acquire or construct the facilities to be financed under the Act and financing program for CFD No. 2024-2, or such lower number as shall be determined by the CFD Administrator. “Improvement Fund” means the fund (regardless of its name) established pursuant to the Fiscal Agent Agreement to hold funds, which are currently available for expenditure to acquire or construct the facilities or pay development impact fees authorized to be funded by CFD No. 2024-2. “Future Facilities Costs” means the CFD Public Facilities Costs minus (i) costs previously paid from the Improvement Fund to acquire or construct the facilities or pay for development impact fees, (ii) monies currently on deposit in the Improvement Fund, and (iii) monies currently on deposit in an escrow or other designated fund that are expected to be available to finance CFD Public Facilities Costs. “Outstanding Bonds” means all Previously Issued Bonds, which remain outstanding as of the first interest and/or principal payment date following the current Fiscal Year excluding Bonds to be redeemed at a later date with proceeds of prior Special Tax prepayments. “Previously Issued Bonds” means all Bonds that have been issued prior to the date of prepayment. Page 353 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 9 The Special Tax Obligation applicable to an Assessor’s Parcel of Developed Property, or Undeveloped Property for which a Building Permit has been issued may be prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein, provided that a prepayment may be made with respect to a particular Assessor’s Parcel only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel eligible to prepay the Special Tax Obligation shall provide the CFD Administrator with written notice of intent to prepay and designate or identify the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the Prepayment Amount for such Assessor’s Parcel within 30 days of the request and may charge a reasonable fee for providing this service. Prepayment must be made at least 60 days prior to any redemption date for the Bonds to be redeemed with the proceeds of such prepaid Special Taxes, unless a shorter period is acceptable to the Fiscal Agent and the City. The Prepayment Amount (defined below) shall be calculated for each applicable Assessor’s Parcel or group of Assessor’s Parcels as summarized below (capitalized terms as defined below): Bond Redemption Amount plus Redemption Premium plus Future Facilities Costs Prepayment Amount plus Defeasance Amount plus Prepayment Administrative Fees and Expenses less Reserve Fund Credit less Capitalized Interest Credit Total: equals Prepayment Amount As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14 below) shall be calculated as follows: Step No.: 1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel. 2. For Assessor’s Parcels of Developed Property, determine the Maximum Special Tax. For Assessor’s Parcels of Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for that Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has already been issued for that Assessor’s Parcel. 3. Divide the Maximum Special Tax computed pursuant to paragraph 2 by the total expected Maximum Special Tax revenue for CFD No. 2024-2, assuming all Building Permits have been issued (build- out) within CFD No. 2024-2, excluding any Assessor’s Parcels for which the Special Tax Obligation has been previously prepaid. 4. Multiply the quotient computed pursuant to paragraph 3 by the Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and prepaid for all applicable Assessor’s Parcels (the “Bond Redemption Amount”). 5. Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the applicable redemption premium (expressed as a percentage), if any, on the Outstanding Bonds to be redeemed at the first available call date (the “Redemption Premium”). 6. Compute the Future Facilities Costs. 7. Multiply the quotient computed pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to compute the amount of Future Facilities Costs to be prepaid (the “Future Facilities Prepayment Amount”). Page 354 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 10 8. Calculate the administrative fees and expenses of CFD No. 2024-2, including the costs of computation of the prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the Outstanding Bonds to be redeemed with the prepayment, and the costs of recording any notices to evidence the prepayment and the redemption (the “Prepayment Administrative Fees”). 9. Compute the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the expected redemption date for the Outstanding Bonds which, depending on the Fiscal Agent Agreement, may be as early as the next interest payment date. 10. Compute the amount the CFD Administrator reasonably expects to derive from the reinvestment of the Prepayment Amount less the Future Facilities Prepayment Amount and the Prepayment Administrative Fees from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the prepayment. 11. Subtract the amount computed in paragraph 10 from the amount computed in paragraph 9 (the “Defeasance Amount”). 12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the reserve requirement (as defined in the Fiscal Agent Agreement) on the prepayment calculation date, a reserve fund credit shall be calculated as a reduction in the applicable reserve fund for the Outstanding Bonds to be redeemed pursuant to the prepayment (the “Reserve Fund Credit”). No Reserve Fund Credit shall be granted if, after the Prepayment Amount is calculated, reserve funds are below 100% of the reserve requirement after taking into account such prepayment. 13. If any capitalized interest for the Outstanding Bonds will not have been expended at the time of the first interest and/or principal payment following the current Fiscal Year, a capitalized interest credit shall be calculated by multiplying the quotient computed pursuant to paragraph 3 by the expected balance in the capitalized interest fund after such first interest and/or principal payment (the “Capitalized Interest Credit”). 14. The amount to prepay the Special Tax Obligation is equal to the sum of the amounts computed pursuant to paragraphs 4, 5, 7, 8, and 11, less the amounts computed pursuant to paragraphs 12 and 13 (the “Prepayment Amount”). 15. From the Prepayment Amount, the sum of the amounts computed pursuant to paragraphs 4, 5, and 11, less the amounts computed pursuant to paragraphs 12 and 13 shall be deposited into the appropriate fund as established under the Fiscal Agent Agreement and be used to retire Outstanding Bonds or make Debt Service payments. The amount computed pursuant to paragraph 7 shall be deposited into the Construction Fund. The amount computed pursuant to paragraph 8 shall be retained by CFD No. 2024-2. The Prepayment Amount may be sufficient to redeem an amount other than a $5,000 increment of Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be retained in the appropriate fund established under the Fiscal Agent Agreement to redeem Bonds to be used with the next prepayment of Bonds. The CFD Administrator will confirm that all previously levied Special Taxes have been paid in full. With respect to any Assessor’s Parcel for which the Special Tax Obligation is prepaid in full, once the CFD Administrator has confirmed that all previously levied Special Taxes have been paid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of the Special Tax Obligation and the release of the Special Tax lien on such Assessor’s Parcel, and the obligation of the owner of such Assessor’s Parcel to pay the Special Tax shall cease. Page 355 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 11 Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. B. Partial Prepayment The Special Tax on an Assessor’s Parcel of Developed Property or Undeveloped Property for which a Building Permit has been issued may be partially prepaid. The amount of the prepayment shall be calculated as in Section 8.A.; except that a partial prepayment shall be calculated according to the following formula: PP = (PE-A) x F+A These terms have the following meaning: PP = the partial prepayment PE = the Prepayment Amount calculated according to Section 8.A F = the percentage by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax Obligation A = the Prepayment Administrative Fees and Expenses from Section 8.A The owner of any Assessor’s Parcel who desires such partial prepayment shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax Obligation, (ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the amount required for the partial prepayment of the Special Tax Obligation for an Assessor’s Parcel within 60 days of the request and may charge a reasonable fee for providing this service. With respect to any Assessor’s Parcel that is partially prepaid, the City shall (i) distribute the funds remitted to it according to Section 8.A., and (ii) indicate in the records of CFD No. 2024-2 that there has been a partial prepayment of the Special Tax Obligation and that a portion of the Special Tax with respect to such Assessor’s Parcel, equal to the outstanding percentage (1.00 - F) of the Maximum Special Tax, shall continue to be levied on such Assessor’s Parcel. Notwithstanding the foregoing, no partial prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed partial prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. 9. TERM OF SPECIAL TAX The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement, but in any event not after Fiscal Year 2066-67. The Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined that all required interest and principal payments on the Bonds have been paid, no delinquent Special Taxes remain uncollected, and the City has covenanted that it will not issue any more Bonds (other than refunding Bonds) to be supported by Special Taxes levied under this Rate and Method of Apportionment. Page 356 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-1 EXHIBIT A Page 357 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 EXHIBIT B CERTIFICATE TO AMEND THE SPECIAL TAX COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA TAX REDUCTION CERTIFICATE 1. The undersigned property owners hereby request modification of the following information in the Rate and Method of Apportionment of Special Tax (the "RMA") for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista (“CFD No. 2024-2” or the “CFD”). 2. Pursuant to Section 3 of the Rate and Method of Apportionment, as attached to the Notice of Special Tax Lien, recorded in the Official Records of the County of San Diego as Instrument No. XXXXXX on MM/DD/YYYY, the County of San Diego (the “County”) hereby reduces the Assigned Special Tax for Developed Property within the CFD as set forth in Table 1 of the RMA. 3. The information in Table 1, relating to the Assigned Special Tax for Developed Property within CFD No. 2024-2 shall be amended and restated in full as follows: Table 1: Assigned Special Tax for Developed Property 4. The calculation of the Backup Special Tax for Assessor’s Parcels of Developed Property within CFD No. 2024-2 classified as Residential Property shall be amended as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax shall be the rate per Lot calculated according to the following formula: Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $ 2 Residential Property 1,201 to 1,475 $ 3 Residential Property 1,476 to 1,675 $ 4 Residential Property 1,676 to 1,825 $ 5 Residential Property 1,826 to 1,925 $ 6 Residential Property > 1,925 $ R x A L B = Page 358 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. R = Backup Special Tax Rate per Acre 5. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax Rates in Table 1 and the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. 6. Section 3 of the RMA may only be modified prior to the issuance of Bonds. 7. Upon execution of the certificate by the City and the CFD, the City shall cause an amended Notice of Special Tax Lien for the CFD to be recorded reflecting the modifications set forth herein. I hereby declare under penalty of perjury that the above representations are true and correct. Property Owner By: Date: By execution hereof, the undersigned acknowledges, on behalf of the City of Chula Vista and CFD No. 2024-2(Moss Street) receipt of this Certificate and modification of the RMA as set forth in this Certificate. City of Chula Vista By: Date: CFD Administrator Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista By: Date: CFD Administrator Page 359 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda APPENDIX B BOUNDARY MAP Page 360 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 361 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda APPENDIX C PRELIMINARY BUDGET FOR FACILITIES AND FEES Page 362 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 363 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA A Special Tax shall be levied on all Taxable Property within the boundaries of Community Facilities District No. 2024-2 (Moss Street) (“CFD No. 2024-2” and “CFD”) and collected each Fiscal Year commencing in Fiscal Year 2026-27, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2024-2, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided. 1. DEFINITIONS The terms hereinafter set forth have the following meanings: “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map. An Acre means 43,560 square feet of land. If the preceding maps for a land area are not available, the Acreage of such land area shall be determined by the City Engineer. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, as amended. “Administrative Expenses” means the following actual or reasonably estimated costs related to the administration of CFD No. 2024-2 including, but not limited to: the costs of preparing and computing the Annual Special Tax (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City, the County or otherwise); the costs of remitting the Special Taxes to the Fiscal Agent; the costs of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, CFD No. 2024-2, or any designee thereof complying with arbitrage rebate requirements, including without limitation rebate liability costs and periodic rebate calculations; the costs to the City, CFD No. 2024-2, or any designee thereof complying with disclosure or reporting requirements of the City or CFD No. 2024-2, associated with applicable federal and State laws; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs to the City, CFD No. 2024-2, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts for Special Tax delinquency monitoring and the estimated or advanced by the City or CFD No. 2024-2 for any other administrative purposes of CFD No. 2024-2, including attorney’s fees and other costs related to commencing and pursuing any foreclosure of delinquent Special Taxes. “Annual Special Tax” means the Special Tax actually levied in any Fiscal Year on any Assessor’s Parcel. “Assessor” means the Assessor of the County of San Diego. “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the Assessor designating parcels by Assessor’s Parcel Number. “Assessor’s Parcel Number” means the number assigned to a parcel designated by the Assessor for purposes of identification. “Assigned Special Tax” means the Special Tax of that name described in Section 3.A below. Page 364 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 “Backup Special Tax” means the Special Tax of that name described in Section 3.B below. “Bonds” means any bonds or other debt of CFD No. 2024-2 issued or incurred whether in one or more series, secured by the levy of Special Taxes. "Boundary Map" means a recorded map which indicates the boundaries of CFD No. 2024-2. “Building Permit” means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator as necessary to fairly allocate Special Tax to the Assessor’s Parcel, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses. “Building Square Footage” means all of the square footage of living area within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, or similar area. The determination of Building Square Footage shall be made by the CFD Administrator by reference to the Building Permit(s) issued for such Assessor’s Parcel and/or by reference to appropriate records kept by the City or County. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31. “CFD Administrator” means an authorized representative of the City, or designee thereof, responsible for determining the Special Tax Requirement, for preparing the Annual Special Tax roll and/or calculating the Backup Special Tax. “CFD No. 2024-2” means the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street). “City” means the City of Chula Vista, California. “City Council” means the City Council of the City acting as the legislative body of CFD No. 2024-2 under the Act. “Condominium” means a unit, whether attached or detached, meeting the statutory definition of a condominium contained in the California Civil Code Section 4125(b). “County” means the County of San Diego, California. “Debt Service” means for each Fiscal Year, the total amount of principal and interest payable on any Outstanding Bonds during the Calendar Year commencing on January 1 of such Fiscal Year. “Developed Property” means for each Fiscal Year, all Taxable Property for which a Building Permit was issued prior to March 1 of the previous Fiscal Year. An Assessor’s Parcel classified as Developed Property but for which the Building Permit that caused such Assessor’s Parcel to be classified as Developed Property has been cancelled and/or voided prior to the Fiscal Year for which Special Taxes are being levied shall be reclassified as Undeveloped Property, provided that the levy of the Annual Special Tax after such reclassification shall not be less than 1.1 times the annual Debt Service on all Outstanding Bonds. If Bonds have not been issued, an Assessor’s Parcel classified as Developed Property for which such a Building Permit has been cancelled and/or voided shall be reclassified as Undeveloped Property. “Exempt Property” means for each Fiscal Year, all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section 5 below. Page 365 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 3 “Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code Section 4285 that creates individual lots for which Building Permits may be issued without further subdivision. “Fiscal Year” means the period starting on July 1 and ending the following June 30. “Fiscal Agent” means the fiscal agent, trustee, or paying agent under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the agreement, indenture, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Class” means any of the classes listed in Table 1 under Section 3A below. Note: Land Uses Class is not in reference to a property’s zoning designation. “Lot(s)” means an individual legal lot created by a Final Map for which a Building Permit for residential construction has been or could be issued. Notwithstanding the foregoing, in the case of an individual legal lot created by such a Final Map upon which Condominiums are entitled to be developed, the number of Lots allocable to such legal lot for purposes of calculating the Backup Special Tax applicable to such Final Map shall equal the number of Condominiums which are permitted to be constructed on such legal lot as shown on such Final Map. “Master Developer” means Shea Homes Limited Partnership, a California Limited Partnership or its successors or assignees. “Maximum Special Tax” means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Sections 3.C and 3.D below, which may be levied in a given Fiscal Year on such Assessor’s Parcel of Taxable Property. “Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more non-residential units or structures, including, but not limited to commercial and industrial uses. “Outstanding Bonds” means all Bonds which are deemed to be outstanding under the Fiscal Agent Agreement. “Prepayment Amount” means the amount required to prepay the Special Tax Obligation in full for an Assessor’s Parcel as described in Section 8 below. “Property Owner Association Property” means any Assessor’s Parcel within the boundaries of CFD No. 2024-2 owned in fee by a property owner association, including any master or sub-association. “Proportionately” or “Proportionate” means for Developed Property, that the ratio of the actual Special Tax levy to the applicable Assigned Special Tax or Backup Special Tax is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is equal for all Assessor’s Parcels of Undeveloped Property. “Proportionately” may similarly be applied to other categories of Taxable Property as listed in Section 3 below. “Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-2, which is owned by, or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of June 30 of the prior Fiscal Year; provided however that Page 366 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 4 any property owned by a public agency and leased to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use. To ensure that property is classified as Public Property in the first Fiscal Year after it is acquired by or irrevocably offered for dedication to a public agency, the property owner shall notify the CFD Administrator in writing of such acquisition, offer, or dedication not later than June 30 of the Fiscal Year in which the acquisition, offer, or dedication occurred. “Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more Residential Units. “Residential Unit” means each separate residential dwelling unit that comprises an independent facility capable of conveyance or rental, separate from adjacent residential dwelling units. “Special Tax” means any special tax levied within CFD No. 2024-2 pursuant to the Act and this Rate and Method of Apportionment of Special Tax. “Special Tax Obligation” means the total obligation of an Assessor’s Parcel of Taxable Property to pay the Special Tax for the remaining life of CFD No. 2024-2. “Special Tax Requirement” means that amount required in any Fiscal Year to: (i) pay regularly scheduled Debt Service on all Outstanding Bonds; (ii) pay periodic costs on the Outstanding Bonds, including but not limited to, credit enhancement and rebate payments on the Outstanding Bonds; (iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any reserve funds for all Outstanding Bonds; and (v) pay directly for eligible development impact fees and the acquisition or construction of eligible facilities, provided the inclusion of such amount does not increase the levy of the Special Tax on Undeveloped Property; and (vi) pay for reasonably anticipated Special Tax delinquencies based on the delinquency rate for Special Taxes in the previous Fiscal Year; less (vii) a credit for funds available to reduce the Annual Special Tax levy, as determined by the CFD Administrator pursuant to the Fiscal Agent Agreement. “State” means the State of California. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD, which are not exempt from the levy of the Special Tax pursuant to law or Section 5 below. “Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property. 2. LAND USE CLASSIFICATION Each Fiscal Year, beginning with Fiscal Year 2026-27, each Assessor’s Parcel within CFD No. 2024-2 shall be classified as Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as Developed Property or Undeveloped Property, and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax determined pursuant to Sections 3 and 4 below. Furthermore, each Assessor’s Parcel of Developed Property shall be classified according to its applicable Land Use Class based on its Building Square Footage. In the event a Building Permit is issued for one or more Residential Property Condominiums prior to March 1 of the previous Fiscal Year and an Assessor’s Parcel Number has not yet been assigned to each such Condominium for the current Fiscal Year, the applicable Assessor’s Parcel may be classified as both Developed Property and Undeveloped Property. In such an instance, the Special Taxes levied on such Assessor’s Parcel shall be the sum of the amount derived from the following (i) applying the Assigned Special Tax applicable to each Condominium for which a Building Permit was issued prior to March 1 of the previous Fiscal Year and (ii) levying the acreage allocable to such actual or planned Condominiums for which a Building Permit has not been issued prior to March 1 of the previous Fiscal Year as Undeveloped Property; Page 367 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5 the allocable acreage shall be computed on a pro-rata basis based on the relative number of remaining Condominiums to the total number of Condominiums entitled to be developed on such Assessor’s Parcel. The total number of Condominiums entitled to be developed on the applicable Assessor’s Parcel shall be determined from the recorded condominium map, condominium plan, applicable site plan, plot plan, or other appropriate records kept by the City as reasonably determined by the CFD Administrator. 3. SPECIAL TAX RATES A. Assigned Special Tax for Developed Property The Assigned Special Tax applicable to an Assessor’s Parcel classified as Developed Property commencing Fiscal Year 2026-27 shall be determined pursuant to Table 1 below. Table 1 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027 and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior Fiscal Year. B. Backup Special Tax for Developed Property When a Final Map or a condominium plan is recorded within CFD No. 2024-2, the Backup Special Tax for Assessor’s Parcels of Developed Property classified as Residential Property shall be determined as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax for Fiscal Year 2026-27 shall be the rate per Lot calculated according to the following formula: The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. $94,041 x A L B = Page 368 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 6 Notwithstanding the foregoing, if Assessor’s Parcels of Residential Property or Undeveloped Property for which the Backup Special Tax has been determined are subsequently changed or modified by recordation of a new or amended Final Map, then the Backup Special Tax applicable to such Assessor’s Parcels shall be recalculated to equal the total amount of Backup Special Tax that would have been generated if such change did not take place. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. C. Maximum Special Tax for Developed Property Each Fiscal Year, the Maximum Special Tax for an Assessor’s Parcel of Developed Property shall be the greater of the applicable Assigned Special Tax or Backup Special Tax. D. Maximum Special Tax for Undeveloped Property The Maximum Special Tax for Undeveloped Property commencing in Fiscal Year 2026-27 shall be $94,041 per Acre. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Maximum Special Tax applicable to each Assessor’s Parcel of Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. E. Multiple Land Use Classes In some instances, an Assessor’s Parcel may contain more than one Land Use Class. The annual Maximum Special Taxes levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes for all Land Use Classes located on that Assessor’s Parcel. F. Special Tax Reduction prior to issuance of Bonds Prior to the issuance of Bonds, the Assigned Special Tax, Backup Special Tax, and Maximum Special Tax (collectively the “Special Tax Rates”) on Taxable Property may be reduced in accordance with, and subject to the conditions set forth in this paragraph. Upon the City’s receipt of a written request from property owner and the CFD Administrator, the Special Tax Rates on Taxable Property may be reduced to a level which will provide not less than one hundred ten percent (110%) of the estimated debt service with respect to the amount of Bonds requested to be issued in such written requests. If it is reasonably determined by the CFD Administrator that the total effective tax rate on Residential Property exceeds 2%, the Special Tax Rates may be reduced to the amount necessary to satisfy the maximum allowable effective tax rate requirement on Residential Property with the written consent of Master Developer, which consent shall not be unreasonably withheld, and the CFD Administrator. It shall not be required that reductions among each “Building Square Footage” range of Residential Property be proportional. Additionally, the “CFD Public Facilities Costs” amount in Section 8 shall be reduced commensurate with any reductions to the Special Tax Rates pursuant to this paragraph, as reasonably determined by the CFD Administrator. A certificate in substantially the form attached hereto as Exhibit “B” shall be used for purposes of evidencing the required written consent and effectuating the reduction to the Special Tax Rates. The reductions permitted pursuant to this paragraph shall be reflected in an amended Notice of Special Tax Lien which the City shall cause to be recorded with the County. Once bonds are issued for CFD No. 2024-2, this paragraph 3.F shall become void. Page 369 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 7 4. METHOD OF APPORTIONMENT For each Fiscal Year, commencing Fiscal Year 2026-27, the CFD Administrator shall determine the Special Tax Requirement and levy the Special Tax on all Taxable Property in accordance with the following steps: Step 1: The Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax to satisfy the Special Tax Requirement. Step 2: If additional monies are needed to satisfy the Special Tax Requirement after Step 1 has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for Undeveloped Property as needed to satisfy the Special Tax Requirement. Step 3: If additional monies are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be increased Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the Maximum Special Tax for Developed Property as needed to satisfy the Special Tax Requirement. Notwithstanding the above, under no circumstances will the Special Tax levied in any Fiscal Year against any Assessor’s Parcel of Residential Property for which an occupancy permit for private residential use has been issued be increased as a result of a delinquency or default in the payment of the Special Tax applicable to any other Assessor’s Parcel within CFD No. 2024-2 by more than ten percent (10%) above what would have been levied in the absence of such delinquencies or defaults. 5. EXEMPTIONS The CFD Administrator shall classify as Exempt Property (i) Assessor’s Parcels of Public Property, (ii) Assessor’s Parcels of Property Owner Association Property, (iii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iv) Non-Residential property including, but not limited to, commercial and industrial parcels, and (v) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, provided that no such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres. Assessor’s Parcels, which cannot be classified as Exempt Property because such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres, shall be classified as Taxable Property and will continue to be subject to the CFD No. 2024- 2 Special Taxes accordingly. Tax exempt status for the purpose of this paragraph will be assigned by the CFD Administrator in the chronological order in which property becomes eligible for classification as Exempt Property. If the use of an Assessor’s Parcel of Exempt Property changes so that such Assessor’s Parcel is no longer classified as one of the uses set forth in the first paragraph of this Section 5 that would make such Assessor’s Parcel eligible to be classified as Exempt Property, such Assessor’s Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property. 6. APPEALS Any property owner who pays the Special Tax and claims the amount of the Special Tax levied on his or her Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such an error not later than thirty-six (36) months after first having paid the first installment of the Special Tax that is disputed. If following such consultation, the CFD Administrator determines that an error has occurred, then the CFD Administrator shall take any of the following actions, in order of priority, in order to correct the error: (i) Amend the Special Tax levy on the property owner’s Assessor’s Parcel(s) for the current Fiscal Year Page 370 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 8 prior to the payment date, (ii) Require the CFD to reimburse the property owner for the amount of the overpayment to the extent of available CFD funds, or (iii) Grant a credit against, eliminate or reduce the future Special Taxes on the property owner’s Assessor’s Parcel(s) in the amount of the overpayment. If following such consultation and action by the CFD Administrator the property owner believes such an error still exists, such person may file a written notice of appeal with the City Council. Upon receipt of such notice, the City Council or designee may establish such procedures as deemed necessary to undertake the review of any such appeal. If the City Council or designee determines an error still exists, the CFD Administrator shall take any of the actions described as (i), (ii) and (iii) above, in order of priority, in order to correct the error. The City Council or the designee thereof shall interpret this Rate and Method of Apportionment of Special Tax for purposes of clarifying any ambiguities and make determinations relative to the administration of the Special Tax and any property owner appeals. The decision of the City Council or designee shall be final and binding to all persons. 7. COLLECTION OF SPECIAL TAXES Collection of the Annual Special Tax shall be made by the County in the same manner as ordinary ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided, however, that the City Council may provide for (i) other means of collecting the Special Tax, including direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual Special Taxes. 8. PREPAYMENT OF SPECIAL TAX OBLIGATION A. Prepayment in Full Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash settlement with the City as permitted under Government Code Section 53344. The following definitions apply to this Section 8: “CFD Public Facilities Costs” means an amount sufficient to pay development impact fees and acquire or construct the facilities to be financed under the Act and financing program for CFD No. 2024-2, or such lower number as shall be determined by the CFD Administrator\. “Improvement Fund” means the fund (regardless of its name) established pursuant to the Fiscal Agent Agreement to hold funds, which are currently available for expenditure to acquire or construct the facilities or pay development impact fees authorized to be funded by CFD No. 2024-2. “Future Facilities Costs” means the CFD Public Facilities Costs minus (i) costs previously paid from the Improvement Fund to acquire or construct the facilities or pay for development impact fees, (ii) monies currently on deposit in the Improvement Fund, and (iii) monies currently on deposit in an escrow or other designated fund that are expected to be available to finance CFD Public Facilities Costs. “Outstanding Bonds” means all Previously Issued Bonds, which remain outstanding as of the first interest and/or principal payment date following the current Fiscal Year excluding Bonds to be redeemed at a later date with proceeds of prior Special Tax prepayments. “Previously Issued Bonds” means all Bonds that have been issued prior to the date of prepayment. Page 371 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 9 The Special Tax Obligation applicable to an Assessor’s Parcel of Developed Property, or Undeveloped Property for which a Building Permit has been issued may be prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein, provided that a prepayment may be made with respect to a particular Assessor’s Parcel only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel eligible to prepay the Special Tax Obligation shall provide the CFD Administrator with written notice of intent to prepay and designate or identify the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the Prepayment Amount for such Assessor’s Parcel within 30 days of the request and may charge a reasonable fee for providing this service. Prepayment must be made at least 60 days prior to any redemption date for the Bonds to be redeemed with the proceeds of such prepaid Special Taxes, unless a shorter period is acceptable to the Fiscal Agent and the City. The Prepayment Amount (defined below) shall be calculated for each applicable Assessor’s Parcel or group of Assessor’s Parcels as summarized below (capitalized terms as defined below): Bond Redemption Amount plus Redemption Premium plus Future Facilities Costs Prepayment Amount plus Defeasance Amount plus Prepayment Administrative Fees and Expenses less Reserve Fund Credit less Capitalized Interest Credit Total: equals Prepayment Amount As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14 below) shall be calculated as follows: Step No.: 1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel. 2. For Assessor’s Parcels of Developed Property, determine the Maximum Special Tax. For Assessor’s Parcels of Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for that Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has already been issued for that Assessor’s Parcel. 3. Divide the Maximum Special Tax computed pursuant to paragraph 2 by the total expected Maximum Special Tax revenue for CFD No. 2024-2, assuming all Building Permits have been issued (build- out) within CFD No. 2024-2, excluding any Assessor’s Parcels for which the Special Tax Obligation has been previously prepaid. 4. Multiply the quotient computed pursuant to paragraph 3 by the Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and prepaid for all applicable Assessor’s Parcels (the “Bond Redemption Amount”). 5. Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the applicable redemption premium (expressed as a percentage), if any, on the Outstanding Bonds to be redeemed at the first available call date (the “Redemption Premium”). 6. Compute the Future Facilities Costs. 7. Multiply the quotient computed pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to compute the amount of Future Facilities Costs to be prepaid (the “Future Facilities Prepayment Amount”). Page 372 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 10 8. Calculate the administrative fees and expenses of CFD No. 2024-2, including the costs of computation of the prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the Outstanding Bonds to be redeemed with the prepayment, and the costs of recording any notices to evidence the prepayment and the redemption (the “Prepayment Administrative Fees”). 9. Compute the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the expected redemption date for the Outstanding Bonds which, depending on the Fiscal Agent Agreement, may be as early as the next interest payment date. 10. Compute the amount the CFD Administrator reasonably expects to derive from the reinvestment of the Prepayment Amount less the Future Facilities Prepayment Amount and the Prepayment Administrative Fees from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the prepayment. 11. Subtract the amount computed in paragraph 10 from the amount computed in paragraph 9 (the “Defeasance Amount”). 12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the reserve requirement (as defined in the Fiscal Agent Agreement) on the prepayment calculation date, a reserve fund credit shall be calculated as a reduction in the applicable reserve fund for the Outstanding Bonds to be redeemed pursuant to the prepayment (the “Reserve Fund Credit”). No Reserve Fund Credit shall be granted if, after the Prepayment Amount is calculated, reserve funds are below 100% of the reserve requirement after taking into account such prepayment. 13. If any capitalized interest for the Outstanding Bonds will not have been expended at the time of the first interest and/or principal payment following the current Fiscal Year, a capitalized interest credit shall be calculated by multiplying the quotient computed pursuant to paragraph 3 by the expected balance in the capitalized interest fund after such first interest and/or principal payment (the “Capitalized Interest Credit”). 14. The amount to prepay the Special Tax Obligation is equal to the sum of the amounts computed pursuant to paragraphs 4, 5, 7, 8, and 11, less the amounts computed pursuant to paragraphs 12 and 13 (the “Prepayment Amount”). 15. From the Prepayment Amount, the sum of the amounts computed pursuant to paragraphs 4, 5, and 11, less the amounts computed pursuant to paragraphs 12 and 13 shall be deposited into the appropriate fund as established under the Fiscal Agent Agreement and be used to retire Outstanding Bonds or make Debt Service payments. The amount computed pursuant to paragraph 7 shall be deposited into the Construction Fund. The amount computed pursuant to paragraph 8 shall be retained by CFD No. 2024-2. The Prepayment Amount may be sufficient to redeem an amount other than a $5,000 increment of Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be retained in the appropriate fund established under the Fiscal Agent Agreement to redeem Bonds to be used with the next prepayment of Bonds. The CFD Administrator will confirm that all previously levied Special Taxes have been paid in full. With respect to any Assessor’s Parcel for which the Special Tax Obligation is prepaid in full, once the CFD Administrator has confirmed that all previously levied Special Taxes have been paid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of the Special Tax Obligation and the release of the Special Tax lien on such Assessor’s Parcel, and the obligation of the owner of such Assessor’s Parcel to pay the Special Tax shall cease. Page 373 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 11 Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. B. Partial Prepayment The Special Tax on an Assessor’s Parcel of Developed Property or Undeveloped Property for which a Building Permit has been issued may be partially prepaid. The amount of the prepayment shall be calculated as in Section 8.A.; except that a partial prepayment shall be calculated according to the following formula: PP = (PE-A) x F+A These terms have the following meaning: PP = the partial prepayment PE = the Prepayment Amount calculated according to Section 8.A F = the percentage by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax Obligation A = the Prepayment Administrative Fees and Expenses from Section 8.A The owner of any Assessor’s Parcel who desires such partial prepayment shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax Obligation, (ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the amount required for the partial prepayment of the Special Tax Obligation for an Assessor’s Parcel within 60 days of the request and may charge a reasonable fee for providing this service. With respect to any Assessor’s Parcel that is partially prepaid, the City shall (i) distribute the funds remitted to it according to Section 8.A., and (ii) indicate in the records of CFD No. 2024-2 that there has been a partial prepayment of the Special Tax Obligation and that a portion of the Special Tax with respect to such Assessor’s Parcel, equal to the outstanding percentage (1.00 - F) of the Maximum Special Tax, shall continue to be levied on such Assessor’s Parcel. Notwithstanding the foregoing, no partial prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed partial prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. 9. TERM OF SPECIAL TAX The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement, but in any event not after Fiscal Year 2066-67. The Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined that all required interest and principal payments on the Bonds have been paid, no delinquent Special Taxes remain uncollected, and the City has covenanted that it will not issue any more Bonds (other than refunding Bonds) to be supported by Special Taxes levied under this Rate and Method of Apportionment. Page 374 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-1 EXHIBIT A Page 375 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 376 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 EXHIBIT B CERTIFICATE TO AMEND THE SPECIAL TAX COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA TAX REDUCTION CERTIFICATE 1. The undersigned property owners hereby request modification of the following information in the Rate and Method of Apportionment of Special Tax (the "RMA") for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista (“CFD No. 2024-2” or the “CFD”). 2. Pursuant to Section 3 of the Rate and Method of Apportionment, as attached to the Notice of Special Tax Lien, recorded in the Official Records of the County of San Diego as Instrument No. XXXXXX on MM/DD/YYYY, the County of San Diego (the “County”) hereby reduces the Assigned Special Tax for Developed Property within the CFD as set forth in Table 1 of the RMA. 3. The information in Table 1, relating to the Assigned Special Tax for Developed Property within CFD No. 2024-2 shall be amended and restated in full as follows: Table 1: Assigned Special Tax for Developed Property 4. The calculation of the Backup Special Tax for Assessor’s Parcels of Developed Property within CFD No. 2024-2 classified as Residential Property shall be amended as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax shall be the rate per Lot calculated according to the following formula: Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $ 2 Residential Property 1,201 to 1,475 $ 3 Residential Property 1,476 to 1,675 $ 4 Residential Property 1,676 to 1,825 $ 5 Residential Property 1,826 to 1,925 $ 6 Residential Property > 1,925 $ R x A L B = Page 377 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as residential Property. R= Backup Special Tax Rate per Acre 5. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax Rates in Table 1 and the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. 6. Section 3 of the RMA may only be modified prior to the issuance of Bonds. 7. Upon execution of the certificate by the City and the CFD, the City shall cause an amended Notice of Special Tax Lien for the CFD to be recorded reflecting the modifications set forth herein. I hereby declare under penalty of perjury that the above representations are true and correct. Property Owner By: Date: By execution hereof, the undersigned acknowledges, on behalf of the City of Chula Vista and CFD No. 2024-2(Moss Street) receipt of this Certificate and modification of the RMA as set forth in this Certificate. City of Chula Vista By: Date: CFD Administrator Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista By: Date: CFD Administrator Page 378 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 1 ACQUISITION/FINANCING AGREEMENT COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) THIS AGREEMENT, dated as of ____________, 2025 (the “Agreement”), is made and entered into by and between the CITY OF CHULA VISTA, a charter city duly organized and validly existing under the Constitution and laws of the State of California, (the “City”), COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET), a community facilities district formed and existing pursuant to the laws of the State of California (the “CFD No. 2024-2”), and SHEA HOMES LIMITED PARTNERSHIP, a California limited partnership (the “Developer”). WHEREAS, the Developer is the developer of certain property within that portion of the City known as 676 Moss Street described in Exhibit “B” attached hereto and incorporated herein by this reference (the “Property”) and Developer has obtained certain land use entitlements from the City which permit the development of the Property with approximately 141 attached residential dwelling units on approximately 6.92 gross acres (the “Development Project”); and WHEREAS, in connection with the development of the Development Project, Developer is required to pay certain City fees for the construction or acquisition of certain public facilities to be owned, operated, and maintained by the City needed to serve the Development Project (the “City Fees”); and water capacity fees of the Sweetwater Authority (the “SA Fees”), a publicly- owned water agency and joint powers agency (together the City Fees and SA Fees are collectively referred to as the “Fees”) described further in Exhibit “A” attached hereto and incorporated herein by this reference; and WHEREAS, the City and the Developer desire that this Agreement provide that CFD No. 2024-2 finance the City Fees in the amounts equal to the development impact fee obligations imposed pursuant to the applicable provisions of the Chula Vista Municipal Code in effect at the time of payment of such City Fees and as designated in Exhibit “A” hereto; and WHEREAS, the City and the Developer agree that the City shall have no role or responsibility whatsoever in determining the Developer’s total SA Fees obligation to the Sweetwater Authority and Developer also desires that this Agreement, subject to the successful approval of a joint community facilities agreement (the “JCFA”) to be negotiated separately, provide that CFD No. 2024-2 finance the SA Fees in the amounts as designated in Exhibit “A” hereto; and WHEREAS, the Developer requested that the City consider and the City did consider and establish CFD No. 2024-2 under the terms and conditions of the “Mello-Roos Community Facilities Act of 1982,” as amended (Government Code Section 53311 and following) (the “Act”), for the purpose of financing the Fees; and WHEREAS, the City and the Developer further agree that the Fees shall be funded solely from the proceeds of special taxes of CFD No. 2024-2 (“Special Taxes”) levied in accordance Page 379 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 2 with the Rate and Method of Apportionment of Special Tax (the “Rate and Method”) and bonds which are proposed to be issued by CFD No. 2024-2 and which shall be secured by the levy of the Special Taxes (“Bonds”); and WHEREAS, the City and CFD No. 2024-2 are willing to have CFD No. 2024-2 finance the Fees, subject to the requirements of the Act, the City of Chula Vista Statement of Goals and Policies Regarding the Establishment of Community Facilities Districts adopted by the City Council (the “Goals and Policies”), and this Agreement and Developer desires that CFD No. 2024-2 so finance the Fees. NOW, THEREFORE, IT IS MUTUALLY AGREED between the respective parties as follows: SECTION 1. Recitals. The above recitals are all true and correct and are incorporated herein by this reference. SECTION 2. Agreement Contingent. As a precondition to the sale of each series of the Bonds of CFD No. 2024-2, Developer shall pay in cash to City an origination charge of 1.0% of the amount of the principal amount of such series of the Bonds (“Origination Payment”). Each such Origination Payment shall be at Developer’s own expense and not recoverable from the proceeds of the Special Taxes or from the proceeds of the Bonds. In the event that any series of the Bonds are, for any reason, not sold, the amount of the Origination Payment made for such series of the Bonds shall be returned to the Developer. The City may, at its option, suspend the performance of its obligations under this Agreement if any legal challenge is filed relating to the validity or enforceability of this Agreement, CFD No. 2024-2 proceedings, or the issuance of the Bonds. The obligations of the City and CFD No. 2024-2 hereunder shall be reinstated upon the entry of a final judgment in any such proceedings upholding the validity and enforceability of the Agreement, CFD No. 2024-2 proceedings, and the issuance of the Bonds. In the event that a final judgment or other final and non-appealable resolution is entered invalidating or declaring unenforceable this Agreement, CFD No. 2024-2 proceedings, or the issuance of the Bonds, the City and CFD No. 2024-2 may, at their option, terminate this Agreement. SECTION 3. Notice of Special Tax. Developer, or the successor or assigns of the Developer, including but not limited to all Builders (as such term is defined in Section 4 below), shall provide written notice to all potential purchasers of lots in the form required pursuant to Government Code Section 53341.5 and/or such additional requirements as may be established by the City so advising the potential owner of the fact of CFD No. 2024-2, with said document being executed by the potential purchaser. Such notice shall be provided to the potential purchaser a reasonable time before the potential purchaser becomes contractually committed to purchase the lot so that the potential purchaser may knowingly consider the impact of the special tax in the decision to purchase the lot. A copy of all such notices executed by actual purchasers shall be sent to the Development Services Director of the City, or their designee (the “DSD Director”). Page 380 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 3 SECTION 4. Limitation of Aggregate Taxes and Assessments. Developer agrees to include in any future agreement to sell all or any portion of the property to any person or entity for the purpose of constructing and marketing owner-occupied residential dwelling units (each, a “Builder”) provisions requiring the inclusion of the following “escrow instructions” in all sales by such Builder to residential home owners and further agrees to the inclusion of such escrow instructions in all sales by each such Builder to residential home owners: (a). At or prior to the close of each such escrow with a residential homeowner, the escrow company shall apply a “calculation formula” previously approved by the DSD Director and deposited with the escrow company by the Builder to determine the aggregate of all annual ad valorem property taxes, all special taxes authorized to be levied to finance the construction or acquisition of public facilities, and all assessment installments authorized to be levied to finance the construction or acquisition of public facilities, and any other tax, fee, charge, or assessment applicable to the subject property (the “Total Annual Taxes and Assessments”) applicable to the parcel subject to such escrow (the “Applicable Parcel”). (b). If the Total Annual Taxes and Assessments exceed 2% of the sales price of the Applicable Parcel, the escrow company will make immediate written demand upon the Builder for deposit into the escrow of the funds necessary to prepay or partially prepay the special tax obligation for CFD No. 2024-2 so that the Total Annual Taxes and Assessments will thereafter be equal to or less than 2% of the sales price of the Applicable Parcel. Such funds must be received by the escrow company prior to the close of escrow of the sale of the Applicable Parcel. The calculation of the prepayment amount for CFD No. 2024-2 shall be in accordance with the method of prepayment of special tax as set forth in the Rate and Method. Upon closing of such escrow, the amount so deposited by the Builder pursuant to this escrow instruction shall be sent by the escrow company to the Director of Finance of the City, together with written instructions that such amount is to be used to prepay or partially prepay the special tax obligation of the Applicable Parcel for CFD No. 2024-2. The provisions of this Section 4 related to sales by Builders to residential homeowners shall also apply to any sale by Developer of a parcel to a residential home owner. In addition to any other remedy provided for by law or in equity, the City may enforce the provisions of this Section 4 by an action for specific performance or injunctive relief or both. SECTION 5. Relationship to Public Works. This Agreement is for, among other things, the construction and acquisition of public facilities to be financed with the City Fees by City, the levy of Special Taxes, and sale of the Bonds for the payment of construction and acquisition costs for such public facilities and such other amounts as are herein provided, and is not intended to be a public works contract. In performing its obligations under this Agreement, Developer is an independent contractor and not the agent of City. City shall have no responsibility for payment of any Developer debts whatsoever. Page 381 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 4 SECTION 6. Sale of Bonds. At the request of Developer, the City shall consider proceeding with the issuance and sale of Bonds, in one or more series as tax-exempt and/or taxable Bonds. The Bonds shall be sized so that as of the date of issuance of such series of the Bonds the aggregate appraised value of all taxable properties within CFD No. 2024-2 for which such Bonds are being issued shall comply with the value-to-lien standards set forth in the Goals and Policies or as otherwise approved by the City Council pursuant to the Goals and Policies. In addition, as to any subsequent series of Bonds, the issuance of such Bonds shall comply with such parity bonds test as may be set forth in the bond indenture. The appraised value of taxable property for purposes of this paragraph shall be determined by an independent appraisal undertaken for the City utilizing appraisal assumptions approved by the City and, as to each subsequent series of the Bonds, consistent with the applicable parity bonds requirements. The proceeds of each series of the Bonds shall be used in the following priority to: (i) fund a reserve fund for the payment of principal and interest with respect to such Bonds; (ii) fund capitalized interest on such Bonds in an amount not to exceed the amount required to pay interest on such Bonds until sufficient special taxes may be placed on the tax roll to pay the scheduled debt service on such Bonds; (iii) pay for costs of issuance of such Bonds including, without limitation, underwriter’s discount, bond counsel fees, printing, and paying agent fees; (iv) pay for the costs of forming CFD No. 2024-2, including reimbursement of advances of funds to the City by Developer to pay for the City’s legal, engineering, financial, special tax, appraisal and market absorption consulting expenses incurred relating to the formation of CFD No. 2024-2 and issuance of the Bonds; (v) pay the City Fees; and (iv) pay the SA Fees. The timing of the issuance and sale of each series of the Bonds, the terms and conditions upon which such Bonds shall be issued and sold, the method of sale of such Bonds and the pricing thereof shall be determined solely by the City and shall conform to all requirements of the Act, applicable state and federal laws, the Goals and Policies, and this Agreement. The sale of each series of the Bonds shall be subject to receipt by the City of a competitively bid or negotiated bond purchase agreement which is acceptable to the City. The sale of each series of the Bonds shall also be conditional upon the preparation of an official statement that is, in the sole judgment of the City, “deemed final” as such term is used in Rule 15c2-12 of the Securities and Exchange Commission (the “Rule”). The principal amount of each series of the Bonds to be issued shall be determined in accordance with the Goals and Policies such that the maximum projected annual special tax revenues securing such Bonds and all outstanding parity Bonds, equals at least 110% of the projected annual gross debt service on all of the Bonds following the issuance of such series of the Bonds. The Bonds shall be issued as tax-exempt and/or taxable bonds in the amounts determined by the City in consultation with its bond counsel and municipal advisor. Developer, on behalf of itself, any affiliates of the Developer, and any successor or assign of the Developer including but not limited to the Builder, agrees: (a) to provide all information regarding the development of the property within CFD No. 2024-2, including the financing plan for such development, which are necessary to ensure that the official statement for each series of the Bonds complies with the requirements of the Rule and all other applicable federal and state securities laws; (b) to enter into a continuing disclosure agreement to provide such continuing Page 382 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 5 disclosure pertaining to CFD No. 2024-2, the development thereof and the Developer as necessary to ensure ongoing compliance with the continuing disclosure requirements of the Rule; and (c) to cause its counsel to provide an opinion of such counsel in a form satisfactory to the underwriter of such series of the Bonds and underwriter’s counsel or disclosure counsel, as applicable. SECTION 7. Development Impact Fee Credit, Payment and Reimbursement. Proceeds of the Bonds in an amount equal to the City Fees obligation of the Development Project (the “City Fees Bond Proceeds”) shall be deposited and set aside in the “City Construction Account of the Project Fund” established pursuant to the indenture or fiscal agent agreement relating to the Bonds (the “Indenture”). The City Fees obligation amount shall be established based on the amount of the City Fees at the time of payment. The use of such proceeds shall be for any lawful purpose for which the City Fees were imposed. Upon the deposit of the City Fees Bond Proceeds in the City Construction Account of the Project Fund, such amount shall be credited against the Development Project’s City Fees obligation. If and to the extent that the Development Project’s actual City Fees obligation exceeds the amount of the City Fees Bond Proceeds, the balance of the City Fees obligation shall be payable pursuant to the provisions of the City’s Municipal Code. If and to the extent that the Development Project’s actual City Fees obligation is less than the City Fees Bond Proceeds, such surplus shall remain in the City Construction Account of the Project Fund and used for any lawful purpose for which the City Fees were imposed and pursuant to the Indenture. City Fees Bond Proceeds may be drawn by the City at any time. Proceeds of the Bonds in an amount equal to the Development Project’s SA Fees obligation (the “SA Fees Bond Proceeds”) shall be deposited and set aside in the SA Construction Account of the Project Fund established pursuant to the Indenture. The SA Fees obligation amount shall be established as provided in the JCFA and the City shall have no obligation to ensure such SA Fees Bond Proceeds satisfy the SA Fees obligation to the Authority. The SA Fees Bond Proceeds shall be distributed to the Authority pursuant to the terms of the JCFA, the Indenture, and applicable state and federal laws. SECTION 8. Supplemental Bill for Payment of Special Taxes. Developer acknowledges that the Rate and Method provides that the annual Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided, however, that CFD No. 2024-2, may directly bill the Special Tax, or may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations. The City has represented to the Developer that delinquencies in the payment of Special Taxes intended to be collected on property tax bills have occurred in other community facilities districts formed by the City as a result of difficulties experienced by the office of the Treasurer-Tax Collector of the County of San Diego (the “Tax Collector”) in the timely billing and collection of such special taxes. If and to the extent that the Tax Collector fails, for whatever reason, to timely bill the full amount of the Special Taxes levied on properties owned by the Developer or any affiliate of the Developer within CFD No. 2024-2, the City, on behalf of CFD No. 2024-2, may elect to directly and separately bill (“Direct Bill”) the Developer for such deficiency and Developer agrees to: (a) pay such deficiency within the time period specified in such Direct Bill which shall be no less than Page 383 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 6 thirty calendar days from the date of mailing of such Direct Bill; or (b) provide the Director of Finance with proof of payment to the Tax Collector of such deficiency in a form satisfactory to the Director of Finance. Should the Developer pay such deficiency directly to the City pursuant to a Direct Bill, the City agrees upon receipt of such payment to timely submit an amendment of the Special Tax levy on the Developer’s property to the Tax Collector to reduce such levy by the amount of such payment. Developer shall pay all costs associated with such amendment of the Special Tax levy contemplated in the preceding sentence. Delinquency in the payment of a Direct Bill sent pursuant to the preceding paragraph shall not be enforceable as a personal obligation of the Developer but shall be enforceable in the same manner subject to the same penalties, interest, and foreclosure provisions, as if such delinquency had been for the payment of Special Taxes billed on the property tax bill. SECTION 9. Conflict with Other Agreements. Except as specifically provided herein, nothing contained herein shall be construed as releasing Developer or the Builder from any condition of development or requirement imposed by any other agreement or obligation imposed by the City. Any and all other taxes, fees, assessments, or charges due from Developer to the City are not affected by this Agreement and must be paid in full prior to receiving final development approval. SECTION 10. Indemnification by Developer. Developer shall defend, indemnify and hold harmless the City, its officers, directors, employees and agents, and CFD No. 2024-2, its officers, directors, employees and agents (each, an “Indemnified Party” and collectively, the “Indemnified Parties”) from and against any and all claims, losses, liabilities, damages, including court costs and reasonable attorneys’ fees by reason of, or resulting from, or arising out of any action or occurrence related to CFD No. 2024-2 taken or omitted by the Developer, its employees, agents, independent contractors and/or representatives. Notwithstanding the foregoing, Developer shall have no obligation to defend, indemnify or hold harmless the Indemnified Parties from and against any claims, liabilities, losses or damages (including court costs and attorneys’ fees) which result from or arise out of the sole negligence or willful misconduct of an Indemnified Party. Except as set forth in this Section 10, no provision of this Agreement shall in any way limit the extent of the responsibility of Developer for payment of damages resulting from the operations of the Developer, its agents, employees or contractors. SECTION 11. General Standard of Reasonableness. Any provision of this Agreement which requires the consent, approval, discretion or acceptance of any party hereto or any of their respective employees, officers or agents shall be deemed to require that such consent, approval or acceptance not be unreasonably withheld or delayed, unless such provision expressly incorporates a different standard. SECTION 12. Entire Agreement; Amendment. This Agreement and the agreements expressly referred to herein contains all of the agreements of the parties hereto with respect to the matters contained herein and no prior or contemporaneous agreement or understandings, oral or written, pertaining to any such matters shall be effective for any purpose. No provision of this Page 384 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 7 Agreement may be modified, waived, amended or added to except by a writing signed by the party against which the enforcement of such modification, waiver, amendment or addition is or may be sought. SECTION 13. Notices. Any notice, payment, or instrument required or permitted by this Agreement to be given or delivered to either party shall be deemed to have been received when personally delivered or seventy-two (72) hours following deposit of the same in any United States Post Office in California, registered or certified, postage prepaid, addressed as follows: Developer: Shea Homes Limited Partnership 990 Mesa Rim Road, Suite 200 San Diego, CA 92121 Attn: Paul Barnes City: City of Chula Vista 276 Fourth Avenue Chula Vista, CA 91910 Attn: City Manager Each party may change its address for delivery of notice by delivering written notice of such change of address to the other party. SECTION 14. Severability. If any provision of this Agreement is held to be illegal or unenforceable by a court of competent jurisdiction, the remainder of this Agreement shall be given effect to the fullest extent reasonably possible. SECTION 15. Successors and Assigns. This Agreement shall be binding upon and inure to the benefit of the successors and assigns of the parties hereto. Developer may not assign its rights or obligations hereunder except upon written notice to City within ten (10) days of the date of such assignment indicating the name and address of the assignee. Upon such notice and the assumption by the assignee of the rights, duties and obligations of the Developer arising under or from this Agreement, Developer shall be released by City from all future duties or obligations rising under or from this Agreement. Notwithstanding the preceding sentence, Developer may assign its rights and obligations hereunder as security to lenders for the purpose of obtaining loans to finance development within CFD No. 2024-2, but no such assignment shall release Developer from its obligations hereunder to City. SECTION 16. Governing Law and Venue. This Agreement and any dispute arising hereunder shall be governed by and interpreted in accordance with the laws of the State of California. Venue shall be held exclusively in San Diego County. SECTION 17. Waiver. Failure by a party to insist upon the strict performance of any of the provisions of this Agreement by any other party, or the failure by a party to exercise its rights under the default of any other party, shall not constitute a waiver of such party’s right to insist and demand strict compliance by any other party with the terms of this Agreement thereafter. Page 385 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 8 SECTION 18. Singular and Plural; Gender. As used herein, the singular of any word includes the plural, and terms in the masculine gender shall include the feminine. SECTION 19. Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an original. SECTION 20. Construction of Agreement. This Agreement has been reviewed by legal counsel for both the City and the Developer and shall be deemed for all purposes to have been jointly drafted by the City and the Developer. No presumption or rule that ambiguities shall be construed against the drafting party shall apply to the interpretation or enforcement of this Agreement. The language in all parts of this Agreement, in all cases, shall be construed as a whole and in accordance with its fair meaning and not strictly for or against any party and consistent with the provisions hereof, in order to achieve the objectives of the parties hereunder. The captions of the sections and subsections of this Agreement are for convenience only and shall not be considered or referred to in resolving questions of construction. SECTION 21. Recitals; Exhibits. Any recitals set forth above and any attached exhibits are incorporated by reference into this Agreement. SECTION 22. Authority of Signatories. Each signatory and party hereto hereby represents and warrants to the other party that it has legal authority and capacity and direction from its principal to enter into this Agreement, and that all resolutions and/or other actions have been taken so as to enable such party to enter into this Agreement. SECTION 23. Recordation. The parties shall execute, acknowledge and cause this Agreement, or a memorandum of this Agreement in a form satisfactory to the parties hereto, to be recorded against the Property in the Official Records of San Diego County. [End of page. Next page is signature page.] Page 386 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 S - 1 Signature Page to Acquisition/Financing Agreement by and between the City of Chula Vista and Shea Homes Limited Partnership EXECUTED by and between the parties hereto on the day and year first hereinabove written. “CITY” CITY OF CHULA VISTA JOHN MCCANN, MAYOR CITY OF CHULA VISTA STATE OF CALIFORNIA ATTEST: APPROVED AS TO FORM: KERRY K. BIGELOW, CITY CLERK MARCO A. VERDUGO, CITY ATTORNEY CITY OF CHULA VISTA CITY OF CHULA VISTA STATE OF CALIFORNIA STATE OF CALIFORNIA Page 387 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 S - 2 Signature Page to Acquisition/Financing Agreement by and between the City of Chula Vista and Shea Homes Limited Partnership “DEVELOPER” SHEA HOMES LIMITED PARTNERSHIP, a California limited partnership By: Paul Barnes Division President, San Diego By: Page 388 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 A - 1 EXHIBIT “A” ACQUISITION AND FINANCING AGREEMENT FOR CFD 2024-2 (MOSS STREET) FEES DESCRIPTION AND ESTIMATED COSTS DEVELOPMENT IMPACT AND OTHER ASSOCIATED FEES Fee Category Estimated Fees City of Chula Vista Fees Parkland Acq. and Dev. Fee: West $1,530,132 Traffic Signal Participation Fee $41,192 Sewer Capacity Charge $533,892 Sewer Admin. Fee: Residential $810 Western Transportation Dev. Fee $465,864 Public Facilities Fees $1,955,106 Total City of Chula Vista Fees $4,526,996 Sweetwater Authority Fees Water Capacity Fees $744,090 Total Fees: $5,148,071 Page 389 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60297.00082\44070296.1 #224030 v2 9070.37 B - 1 EXHIBIT “B” LEGAL DESCRIPTION OF PROPERTY The property located in the City of Chula Vista, County of San Diego, State of California, identified by San Diego County Assessor's Parcel Numbers: 618-010-31-00, 618-010-32-000, 618-010-26-01. Page 390 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 RECORDING REQUESTED BY AND WHEN RECORDED RETURN TO: CITY OF CHULA VISTA 276 Fourth Ave., Building A Chula Vista, CA 91910 Attention: City Clerk NOTICE OF SPECIAL TAX LIEN CITY OF CHULA VISTA COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) Pursuant to the requirements of Section 3114.5 of the California Streets and Highways Code and the Mello-Roos Community Facilities Act of 1982 (California Government Code section 53311 et seq.), as amended, (the “Act”) specifically Section 53328.3 of the Act, the undersigned City Clerk of the City of Chula Vista, County of San Diego, State of California, hereby gives notice (the “Notice”) of the foregoing and that a lien to secure payment of a special tax is hereby imposed by the City Council of the City of Chula Vista, County of San Diego, State of California. The special tax secured by this lien is authorized to be levied for the purpose of paying the principal of and the interest on bonds, the proceeds of which are being used to finance facilities and development fees, including incidental expenses, as described in Exhibit “A” attached hereto and incorporated by this reference herein. The special tax is authorized to be levied within the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street) (the “District”), which has now been officially formed and the lien of special tax is a continuing lien which shall secure each annual levy of the special tax and which shall continue in force and effect until the special tax is prepaid, permanently satisfied, and canceled in accordance with law or until the special tax ceases to be levied and a notice of cessation of special tax is recorded in accordance with the Section 53330.5 of the Act. The rate, method of apportionment, and manner of collection of the authorized special tax is as set forth in the rate and method of apportionment of the special tax (the “Rate and Method”) attached hereto as Exhibit “B” and by this reference incorporated herein. Conditions under which the obligation to pay the special tax (as defined in the Rate and Method) may be prepaid and permanently satisfied and the lien of the special tax cancelled are set forth in Section 8 of the Rate and Method. Notice is further given that upon the recording of this Notice in the office of the County Recorder of the County of San Diego, the obligation to pay the special tax levy shall become a lien upon all nonexempt real property within the District, in accordance with Section 3115.5 of the California Streets and Highways Code. Page 391 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 The names of the owners and the assessor’s tax parcel numbers of the real property included within the District are as set forth in Exhibit “C” attached hereto and by this reference made a part hereof. Reference is made to the boundary map of the District recorded in Book 52 of Maps of Assessment and Community Facilities Districts on July 28, 2025, at Page 62 in the office of the County Recorder for the County of San Diego, State of California, as Document No. 2025- 7000350 which map is the final boundary map of the District as set forth in Exhibit “D”. For further information concerning the current and estimated future tax liability of owners or purchasers of real property subject to this special tax lien, interested persons should contact the Finance Director at the City of Chula Vista, 276 Fourth Ave., Building A, Chula Vista, CA 91910, phone (619) 691-5250. Dated: _______________, 2025 By: __________________________ Kerry K. Bigelow, MMC City Clerk City of Chula Vista Page 392 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-1 EXHIBIT “A” DESCRIPTION OF PUBLIC FACILITIES AND FEES The public facilities (the “Facilities”) authorized to be financed by the levy of special taxes within the proposed Community Facilities District No. 2024-2 (Moss Street) (the “District”) include but are not limited to: A. Street and transportation improvements including parking, rights of way, curbs and gutters, and other improvements relating thereto; park acquisition and improvements; water improvements; and sewer improvements, including collection, transportation, treatment and sewer disposal; and general civic facilities such as civic center, police, fire suppression, library, corporation yard, and public recreation; and B. The incidental expenses proposed to be incurred are: (i) the cost of planning and designing the public facilities and the cost of environmental evaluations thereof, (ii) all costs associated with the formation of the proposed District, the issuance of the bonds thereof, the determination of the amount of and collection of special taxes, the payment of special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the proposed District, and (iii) any other expenses incidental to the construction, completion, and inspection of the public Facilities. Page 393 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-1 EXHIBIT “B” RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA Page 394 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 1 RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA A Special Tax shall be levied on all Taxable Property within the boundaries of Community Facilities District No. 2024-2 (Moss Street) (“CFD No. 2024-2” and “CFD”) and collected each Fiscal Year commencing in Fiscal Year 2026-27, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2024-2, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided. 1.DEFINITIONS The terms hereinafter set forth have the following meanings: “Acre” or “Acreage” means the land area of an Assessor’s Parcel as shown on an Assessor’s Parcel Map, or if the land area is not shown on an Assessor’s Parcel Map, the land area shown on the applicable Final Map. An Acre means 43,560 square feet of land. If the preceding maps for a land area are not available, the Acreage of such land area shall be determined by the City Engineer. “Act” means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, as amended. “Administrative Expenses” means the following actual or reasonably estimated costs related to the administration of CFD No. 2024-2 including, but not limited to: the costs of preparing and computing the Annual Special Tax (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the City, the County or otherwise); the costs of remitting the Special Taxes to the Fiscal Agent; the costs of the Fiscal Agent (including its legal counsel) in the discharge of the duties required of it under the Fiscal Agent Agreement; the costs to the City, CFD No. 2024-2, or any designee thereof complying with arbitrage rebate requirements, including without limitation rebate liability costs and periodic rebate calculations; the costs to the City, CFD No. 2024-2, or any designee thereof complying with disclosure or reporting requirements of the City or CFD No. 2024-2, associated with applicable federal and State laws; the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs to the City, CFD No. 2024-2, or any designee thereof related to an appeal of the Special Tax; and the City’s annual administration fees and third party expenses. Administrative Expenses shall also include amounts for Special Tax delinquency monitoring and amounts estimated or advanced by the City or CFD No. 2024-2 for any other administrative purposes of CFD No. 2024-2, including attorney’s fees and other costs related to commencing and pursuing any foreclosure of delinquent Special Taxes. “Annual Special Tax” means the Special Tax actually levied in any Fiscal Year on any Assessor’s Parcel. “Assessor” means the Assessor of the County of San Diego. “Assessor’s Parcel” means a lot or parcel shown on an Assessor’s Parcel Map with an assigned Assessor’s Parcel Number. “Assessor’s Parcel Map” means an official map of the Assessor designating parcels by Assessor’s Parcel Number. “Assessor’s Parcel Number” means the number assigned to a parcel designated by the Assessor for purposes of identification. “Assigned Special Tax” means the Special Tax of that name described in Section 3.A below. Page 395 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 2 “Backup Special Tax” means the Special Tax of that name described in Section 3.B below. “Bonds” means any bonds or other debt of CFD No. 2024-2 issued or incurred whether in one or more series, secured by the levy of Special Taxes. "Boundary Map" means a recorded map which indicates the boundaries of CFD No. 2024-2. “Building Permit” means the first legal document issued by a local agency giving official permission for new construction. For purposes of this definition, “Building Permit” may or may not include any subsequent building permit document(s) authorizing new construction on an Assessor’s Parcel that are issued or changed by the City after the first original issuance, as determined by the CFD Administrator as necessary to fairly allocate Special Tax to the Assessor’s Parcel, provided that following such determination the Maximum Special Tax that may be levied on all Assessor’s Parcels of Taxable Property will be at least 1.1 times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative Expenses. “Building Square Footage” means all of the square footage of living area within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, or similar area. The determination of Building Square Footage shall be made by the CFD Administrator by reference to the Building Permit(s) issued for such Assessor’s Parcel and/or by reference to appropriate records kept by the City or County. “Calendar Year” means the period commencing January 1 of any year and ending the following December 31. “CFD Administrator” means an authorized representative of the City, or designee thereof, responsible for determining the Special Tax Requirement, for preparing the Annual Special Tax roll and/or calculating the Backup Special Tax. “CFD No. 2024-2” means the City of Chula Vista Community Facilities District No. 2024-2 (Moss Street). “City” means the City of Chula Vista, California. “City Council” means the City Council of the City acting as the legislative body of CFD No. 2024-2 under the Act. “Condominium” means a unit, whether attached or detached, meeting the statutory definition of a condominium contained in the California Civil Code Section 4125(b). “County” means the County of San Diego, California. “Debt Service” means for each Fiscal Year, the total amount of principal and interest payable on any Outstanding Bonds during the Calendar Year commencing on January 1 of such Fiscal Year. “Developed Property” means for each Fiscal Year, all Taxable Property for which a Building Permit was issued prior to March 1 of the previous Fiscal Year. An Assessor’s Parcel classified as Developed Property but for which the Building Permit that caused such Assessor’s Parcel to be classified as Developed Property has been cancelled and/or voided prior to the Fiscal Year for which Special Taxes are being levied shall be reclassified as Undeveloped Property, provided that the levy of the Annual Special Tax after such reclassification shall not be less than 1.1 times the annual Debt Service on all Outstanding Bonds. If Bonds have not been issued, an Assessor’s Parcel classified as Developed Property for which such a Building Permit has been cancelled and/or voided shall be reclassified as Undeveloped Property. “Exempt Property” means for each Fiscal Year, all Assessor’s Parcels designated as being exempt from Special Taxes pursuant to Section 5 below. Page 396 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 3 “Final Map” means a subdivision of property by recordation of a final map, parcel map, or lot line adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or recordation of a condominium plan pursuant to California Civil Code Section 4285 that creates individual lots for which Building Permits may be issued without further subdivision. “Fiscal Year” means the period starting on July 1 and ending the following June 30. “Fiscal Agent” means the fiscal agent, trustee, or paying agent under the Fiscal Agent Agreement. “Fiscal Agent Agreement” means the agreement, indenture, resolution or other instrument pursuant to which Bonds are issued, as modified, amended and/or supplemented from time to time, and any instrument replacing or supplementing the same. “Land Use Class” means any of the classes listed in Table 1 under Section 3A below. Note: Land Use Class is not in reference to a property’s zoning designation. “Lot(s)” means an individual legal lot created by a Final Map for which a Building Permit for residential construction has been or could be issued. Notwithstanding the foregoing, in the case of an individual legal lot created by such a Final Map upon which Condominiums are entitled to be developed, the number of Lots allocable to such legal lot for purposes of calculating the Backup Special Tax applicable to such Final Map shall equal the number of Condominiums which are permitted to be constructed on such legal lot as shown on such Final Map. “Master Developer” means Shea Homes Limited Partnership, a California Limited Partnership or its successors or assignees. “Maximum Special Tax” means for each Assessor’s Parcel, the maximum Special Tax, determined in accordance with Sections 3.C and 3.D below, which may be levied in a given Fiscal Year on such Assessor’s Parcel of Taxable Property. “Non-Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more non-residential units or structures, including, but not limited to commercial and industrial uses. “Outstanding Bonds” means all Bonds which are deemed to be outstanding under the Fiscal Agent Agreement. “Prepayment Amount” means the amount required to prepay the Special Tax Obligation in full for an Assessor’s Parcel as described in Section 8 below. “Property Owner Association Property” means any Assessor’s Parcel within the boundaries of CFD No. 2024-2 owned in fee by a property owner association, including any master or sub-association. “Proportionately” or “Proportionate” means for Developed Property, that the ratio of the actual Special Tax levy to the applicable Assigned Special Tax or Backup Special Tax is equal for all Assessor’s Parcels of Developed Property. For Undeveloped Property, “Proportionately” means that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax per Acre is equal for all Assessor’s Parcels of Undeveloped Property. “Proportionately” may similarly be applied to other categories of Taxable Property as listed in Section 3 below. “Public Property” means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-2, which is owned by, or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of June 30 of the prior Fiscal Year; provided however that Page 397 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 4 any property owned by a public agency and leased to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use. To ensure that property is classified as Public Property in the first Fiscal Year after it is acquired by or irrevocably offered for dedication to a public agency, the property owner shall notify the CFD Administrator in writing of such acquisition, offer, or dedication not later than June 30 of the Fiscal Year in which the acquisition, offer, or dedication occurred. “Residential Property” means all Assessor’s Parcels of Developed Property for which a Building Permit has been issued for the purpose of constructing one or more Residential Units. “Residential Unit” means each separate residential dwelling unit that comprises an independent facility capable of conveyance or rental, separate from adjacent residential dwelling units. “Special Tax” means any special tax levied within CFD No. 2024-2 pursuant to the Act and this Rate and Method of Apportionment of Special Tax. “Special Tax Obligation” means the total obligation of an Assessor’s Parcel of Taxable Property to pay the Special Tax for the remaining life of CFD No. 2024-2. “Special Tax Requirement” means that amount required in any Fiscal Year to: (i) pay regularly scheduled Debt Service on all Outstanding Bonds; (ii) pay periodic costs on the Outstanding Bonds, including but not limited to, credit enhancement and rebate payments on the Outstanding Bonds; (iii) pay Administrative Expenses; (iv) pay any amounts required to establish or replenish any reserve funds for all Outstanding Bonds; and (v) pay directly for eligible development impact fees and the acquisition or construction of eligible facilities, provided the inclusion of such amount does not increase the levy of the Special Tax on Undeveloped Property; and (vi) pay for reasonably anticipated Special Tax delinquencies based on the delinquency rate for Special Taxes in the previous Fiscal Year; less (vii) a credit for funds available to reduce the Annual Special Tax levy, as determined by the CFD Administrator pursuant to the Fiscal Agent Agreement. “State” means the State of California. “Taxable Property” means all of the Assessor’s Parcels within the boundaries of CFD, which are not exempt from the levy of the Special Tax pursuant to law or Section 5 below. “Undeveloped Property” means, for each Fiscal Year, all Taxable Property not classified as Developed Property. 2. LAND USE CLASSIFICATION Each Fiscal Year, beginning with Fiscal Year 2026-27, each Assessor’s Parcel within CFD No. 2024-2 shall be classified as Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as Developed Property or Undeveloped Property, and all such Taxable Property shall be subject to the levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax determined pursuant to Sections 3 and 4 below. Furthermore, each Assessor’s Parcel of Developed Property shall be classified according to its applicable Land Use Class based on its Building Square Footage. In the event a Building Permit is issued for one or more Residential Property Condominiums prior to March 1 of the previous Fiscal Year and an Assessor’s Parcel Number has not yet been assigned to each such Condominium for the current Fiscal Year, the applicable Assessor’s Parcel may be classified as both Developed Property and Undeveloped Property. In such an instance, the Special Taxes levied on such Assessor’s Parcel shall be the sum of the amount derived from the following (i) applying the Assigned Special Tax applicable to each Condominium for which a Building Permit was issued prior to March 1 of the previous Fiscal Year and (ii) levying the acreage allocable to such actual or planned Condominiums for which a Building Permit has not been issued prior to March 1 of the previous Fiscal Year as Undeveloped Property; Page 398 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 5 the allocable acreage shall be computed on a pro-rata basis based on the relative number of remaining Condominiums to the total number of Condominiums entitled to be developed on such Assessor’s Parcel. The total number of Condominiums entitled to be developed on the applicable Assessor’s Parcel shall be determined from the recorded condominium map, condominium plan, applicable site plan, plot plan, or other appropriate records kept by the City as reasonably determined by the CFD Administrator. 3. SPECIAL TAX RATES A. Assigned Special Tax for Developed Property The Assigned Special Tax applicable to an Assessor’s Parcel classified as Developed Property commencing Fiscal Year 2026-27 shall be determined pursuant to Table 1 below. Table 1 Assigned Special Tax Rates for Developed Property Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $3,280.00 2 Residential Property 1,201 to 1,475 $3,345.00 3 Residential Property 1,476 to 1,675 $4,128.00 4 Residential Property 1,676 to 1,825 $4,362.00 5 Residential Property 1,826 to 1,925 $4,585.00 6 Residential Property > 1,925 $4,763.00 On each July 1, commencing July 1, 2027 and ending July 1, 2037, the Assigned Special Tax for Developed Property shall be increased by two percent (2.0%) of the amount in effect in the prior Fiscal Year. B. Backup Special Tax for Developed Property When a Final Map or a condominium plan is recorded within CFD No. 2024-2, the Backup Special Tax for Assessor’s Parcels of Developed Property classified as Residential Property shall be determined as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax for Fiscal Year 2026-27 shall be the rate per Lot calculated according to the following formula: The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. $94,041 x A L B = Page 399 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 6 Notwithstanding the foregoing, if Assessor’s Parcels of Residential Property or Undeveloped Property for which the Backup Special Tax has been determined are subsequently changed or modified by recordation of a new or amended Final Map, then the Backup Special Tax applicable to such Assessor’s Parcels shall be recalculated to equal the total amount of Backup Special Tax that would have been generated if such change did not take place. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. C. Maximum Special Tax for Developed Property Each Fiscal Year, the Maximum Special Tax for an Assessor’s Parcel of Developed Property shall be the greater of the applicable Assigned Special Tax or Backup Special Tax. D. Maximum Special Tax for Undeveloped Property The Maximum Special Tax for Undeveloped Property commencing in Fiscal Year 2026-27 shall be $94,041 per Acre. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Maximum Special Tax applicable to each Assessor’s Parcel of Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. E. Multiple Land Use Classes In some instances, an Assessor’s Parcel may contain more than one Land Use Class. The annual Maximum Special Taxes levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes for all Land Use Classes located on that Assessor’s Parcel. F. Special Tax Reduction prior to issuance of Bonds Prior to the issuance of Bonds, the Assigned Special Tax, Backup Special Tax, and Maximum Special Tax (collectively the “Special Tax Rates”) on Taxable Property may be reduced in accordance with, and subject to the conditions set forth in this paragraph. Upon the City’s receipt of a written request from property owner and the CFD Administrator, the Special Tax Rates on Taxable Property may be reduced to a level which will provide not less than one hundred ten percent (110%) of the estimated debt service with respect to the amount of Bonds requested to be issued in such written requests. If it is reasonably determined by the CFD Administrator that the total effective tax rate on Residential Property exceeds 2%, the Special Tax Rates may be reduced to the amount necessary to satisfy the maximum allowable effective tax rate requirement on Residential Property with the written consent of Master Developer, which consent shall not be unreasonably withheld, and the CFD Administrator. It shall not be required that reductions among each “Building Square Footage” range of Residential Property be proportional. Additionally, the “CFD Public Facilities Costs” amount in Section 8 shall be reduced commensurate with any reductions to the Special Tax Rates pursuant to this paragraph, as reasonably determined by the CFD Administrator. A certificate in substantially the form attached hereto as Exhibit “B” shall be used for purposes of evidencing the required written consent and effectuating the reduction to the Special Tax Rates. The reductions permitted pursuant to this paragraph shall be reflected in an amended Notice of Special Tax Lien which the City shall cause to be recorded with the County. Once bonds are issued for CFD No. 2024-2, this paragraph 3.F shall become void. Page 400 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 7 4. METHOD OF APPORTIONMENT For each Fiscal Year, commencing Fiscal Year 2026-27, the CFD Administrator shall determine the Special Tax Requirement and levy the Special Tax on all Taxable Property in accordance with the following steps: Step 1: The Special Tax shall be levied Proportionately on each Assessor’s Parcel of Developed Property at up to 100% of the applicable Assigned Special Tax to satisfy the Special Tax Requirement. Step 2: If additional monies are needed to satisfy the Special Tax Requirement after Step 1 has been completed, the Special Tax shall be levied Proportionately on each Assessor’s Parcel of Undeveloped Property up to 100% of the Maximum Special Tax for Undeveloped Property as needed to satisfy the Special Tax Requirement. Step 3: If additional monies are needed to satisfy the Special Tax Requirement after the first two steps have been completed, the Special Tax shall be increased Proportionately on each Assessor’s Parcel of Developed Property up to 100% of the Maximum Special Tax for Developed Property as needed to satisfy the Special Tax Requirement. Notwithstanding the above, under no circumstances will the Special Tax levied in any Fiscal Year against any Assessor’s Parcel of Residential Property for which an occupancy permit for private residential use has been issued be increased as a result of a delinquency or default in the payment of the Special Tax applicable to any other Assessor’s Parcel within CFD No. 2024-2 by more than ten percent (10%) above what would have been levied in the absence of such delinquencies or defaults. 5. EXEMPTIONS The CFD Administrator shall classify as Exempt Property (i) Assessor’s Parcels of Public Property, (ii) Assessor’s Parcels of Property Owner Association Property, (iii) Assessor’s Parcels which are used as places of worship and are exempt from ad valorem property taxes because they are owned by a religious organization, (iv) Non-Residential Property including, but not limited to, commercial and industrial parcels, and (v) Assessor’s Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, provided that no such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres. Assessor’s Parcels, which cannot be classified as Exempt Property because such classification would reduce the sum of all Taxable Property in CFD No. 2024-2 to less than 6.24 Acres, shall be classified as Taxable Property and will continue to be subject to the CFD No. 2024- 2 Special Taxes accordingly. Tax exempt status for the purpose of this paragraph will be assigned by the CFD Administrator in the chronological order in which property becomes eligible for classification as Exempt Property. If the use of an Assessor’s Parcel of Exempt Property changes so that such Assessor’s Parcel is no longer classified as one of the uses set forth in the first paragraph of this Section 5 that would make such Assessor’s Parcel eligible to be classified as Exempt Property, such Assessor’s Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property. 6. APPEALS Any property owner who pays the Special Tax and claims the amount of the Special Tax levied on his or her Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such an error not later than thirty-six (36) months after first having paid the first installment of the Special Tax that is disputed. If following such consultation, the CFD Administrator determines that an error has occurred, then the CFD Administrator shall take any of the following actions, in order of priority, in order to correct the error: (i) Amend the Special Tax levy on the property owner’s Assessor’s Parcel(s) for the current Fiscal Year Page 401 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 8 prior to the payment date, (ii) Require the CFD to reimburse the property owner for the amount of the overpayment to the extent of available CFD funds, or (iii) Grant a credit against, eliminate or reduce the future Special Taxes on the property owner’s Assessor’s Parcel(s) in the amount of the overpayment. If following such consultation and action by the CFD Administrator the property owner believes such an error still exists, such person may file a written notice of appeal with the City Council. Upon receipt of such notice, the City Council or designee may establish such procedures as deemed necessary to undertake the review of any such appeal. If the City Council or designee determines an error still exists, the CFD Administrator shall take any of the actions described as (i), (ii) and (iii) above, in order of priority, in order to correct the error. The City Council or the designee thereof shall interpret this Rate and Method of Apportionment of Special Tax for purposes of clarifying any ambiguities and make determinations relative to the administration of the Special Tax and any property owner appeals. The decision of the City Council or designee shall be final and binding to all persons. 7. COLLECTION OF SPECIAL TAXES Collection of the Annual Special Tax shall be made by the County in the same manner as ordinary ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided, however, that the City Council may provide for (i) other means of collecting the Special Tax, including direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual Special Taxes. 8. PREPAYMENT OF SPECIAL TAX OBLIGATION A. Prepayment in Full Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash settlement with the City as permitted under Government Code Section 53344. The following definitions apply to this Section 8: “CFD Public Facilities Costs” means an amount sufficient to pay development impact fees and acquire or construct the facilities to be financed under the Act and financing program for CFD No. 2024-2, or such lower number as shall be determined by the CFD Administrator. “Improvement Fund” means the fund (regardless of its name) established pursuant to the Fiscal Agent Agreement to hold funds, which are currently available for expenditure to acquire or construct the facilities or pay development impact fees authorized to be funded by CFD No. 2024-2. “Future Facilities Costs” means the CFD Public Facilities Costs minus (i) costs previously paid from the Improvement Fund to acquire or construct the facilities or pay for development impact fees, (ii) monies currently on deposit in the Improvement Fund, and (iii) monies currently on deposit in an escrow or other designated fund that are expected to be available to finance CFD Public Facilities Costs. “Outstanding Bonds” means all Previously Issued Bonds, which remain outstanding as of the first interest and/or principal payment date following the current Fiscal Year excluding Bonds to be redeemed at a later date with proceeds of prior Special Tax prepayments. “Previously Issued Bonds” means all Bonds that have been issued prior to the date of prepayment. Page 402 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 9 The Special Tax Obligation applicable to an Assessor’s Parcel of Developed Property, or Undeveloped Property for which a Building Permit has been issued may be prepaid and the obligation to pay the Special Tax for such Assessor’s Parcel permanently satisfied as described herein, provided that a prepayment may be made with respect to a particular Assessor’s Parcel only if there are no delinquent Special Taxes with respect to such Assessor’s Parcel at the time of prepayment. An owner of an Assessor’s Parcel eligible to prepay the Special Tax Obligation shall provide the CFD Administrator with written notice of intent to prepay and designate or identify the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the Prepayment Amount for such Assessor’s Parcel within 30 days of the request and may charge a reasonable fee for providing this service. Prepayment must be made at least 60 days prior to any redemption date for the Bonds to be redeemed with the proceeds of such prepaid Special Taxes, unless a shorter period is acceptable to the Fiscal Agent and the City. The Prepayment Amount (defined below) shall be calculated for each applicable Assessor’s Parcel or group of Assessor’s Parcels as summarized below (capitalized terms as defined below): Bond Redemption Amount plus Redemption Premium plus Future Facilities Costs Prepayment Amount plus Defeasance Amount plus Prepayment Administrative Fees and Expenses less Reserve Fund Credit less Capitalized Interest Credit Total: equals Prepayment Amount As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14 below) shall be calculated as follows: Step No.: 1. Confirm that no Special Tax delinquencies apply to such Assessor’s Parcel. 2. For Assessor’s Parcels of Developed Property, determine the Maximum Special Tax. For Assessor’s Parcels of Undeveloped Property for which a Building Permit has been issued, compute the Maximum Special Tax for that Assessor’s Parcel as though it was already designated as Developed Property, based upon the Building Permit which has already been issued for that Assessor’s Parcel. 3. Divide the Maximum Special Tax computed pursuant to paragraph 2 by the total expected Maximum Special Tax revenue for CFD No. 2024-2, assuming all Building Permits have been issued (build- out) within CFD No. 2024-2, excluding any Assessor’s Parcels for which the Special Tax Obligation has been previously prepaid. 4. Multiply the quotient computed pursuant to paragraph 3 by the Outstanding Bonds to compute the amount of Outstanding Bonds to be retired and prepaid for all applicable Assessor’s Parcels (the “Bond Redemption Amount”). 5. Multiply the Bond Redemption Amount computed pursuant to paragraph 4 by the applicable redemption premium (expressed as a percentage), if any, on the Outstanding Bonds to be redeemed at the first available call date (the “Redemption Premium”). 6. Compute the Future Facilities Costs. 7. Multiply the quotient computed pursuant to paragraph 3 by the amount determined pursuant to paragraph 6 to compute the amount of Future Facilities Costs to be prepaid (the “Future Facilities Prepayment Amount”). Page 403 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 10 8. Calculate the administrative fees and expenses of CFD No. 2024-2, including the costs of computation of the prepayment, the costs to invest the prepayment proceeds, the costs of redeeming the Outstanding Bonds to be redeemed with the prepayment, and the costs of recording any notices to evidence the prepayment and the redemption (the “Prepayment Administrative Fees”). 9. Compute the amount needed to pay interest on the Bond Redemption Amount from the first bond interest and/or principal payment date following the current Fiscal Year until the expected redemption date for the Outstanding Bonds which, depending on the Fiscal Agent Agreement, may be as early as the next interest payment date. 10. Compute the amount the CFD Administrator reasonably expects to derive from the reinvestment of the Prepayment Amount less the Future Facilities Prepayment Amount and the Prepayment Administrative Fees from the date of prepayment until the redemption date for the Outstanding Bonds to be redeemed with the prepayment. 11. Subtract the amount computed in paragraph 10 from the amount computed in paragraph 9 (the “Defeasance Amount”). 12. If reserve funds for the Outstanding Bonds, if any, are at or above 100% of the reserve requirement (as defined in the Fiscal Agent Agreement) on the prepayment calculation date, a reserve fund credit shall be calculated as a reduction in the applicable reserve fund for the Outstanding Bonds to be redeemed pursuant to the prepayment (the “Reserve Fund Credit”). No Reserve Fund Credit shall be granted if, after the Prepayment Amount is calculated, reserve funds are below 100% of the reserve requirement after taking into account such prepayment. 13. If any capitalized interest for the Outstanding Bonds will not have been expended at the time of the first interest and/or principal payment following the current Fiscal Year, a capitalized interest credit shall be calculated by multiplying the quotient computed pursuant to paragraph 3 by the expected balance in the capitalized interest fund after such first interest and/or principal payment (the “Capitalized Interest Credit”). 14. The amount to prepay the Special Tax Obligation is equal to the sum of the amounts computed pursuant to paragraphs 4, 5, 7, 8, and 11, less the amounts computed pursuant to paragraphs 12 and 13 (the “Prepayment Amount”). 15. From the Prepayment Amount, the sum of the amounts computed pursuant to paragraphs 4, 5, and 11, less the amounts computed pursuant to paragraphs 12 and 13 shall be deposited into the appropriate fund as established under the Fiscal Agent Agreement and be used to retire Outstanding Bonds or make Debt Service payments. The amount computed pursuant to paragraph 7 shall be deposited into the Construction Fund. The amount computed pursuant to paragraph 8 shall be retained by CFD No. 2024-2. The Prepayment Amount may be sufficient to redeem an amount other than a $5,000 increment of Bonds. In such cases, the increment above $5,000 or integral multiple thereof will be retained in the appropriate fund established under the Fiscal Agent Agreement to redeem Bonds to be used with the next prepayment of Bonds. The CFD Administrator will confirm that all previously levied Special Taxes have been paid in full. With respect to any Assessor’s Parcel for which the Special Tax Obligation is prepaid in full, once the CFD Administrator has confirmed that all previously levied Special Taxes have been paid, the City Council shall cause a suitable notice to be recorded in compliance with the Act, to indicate the prepayment of the Special Tax Obligation and the release of the Special Tax lien on such Assessor’s Parcel, and the obligation of the owner of such Assessor’s Parcel to pay the Special Tax shall cease. Page 404 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 11 Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. B. Partial Prepayment The Special Tax on an Assessor’s Parcel of Developed Property or Undeveloped Property for which a Building Permit has been issued may be partially prepaid. The amount of the prepayment shall be calculated as in Section 8.A.; except that a partial prepayment shall be calculated according to the following formula: PP = (PE-A) x F+A These terms have the following meaning: PP = the partial prepayment PE = the Prepayment Amount calculated according to Section 8.A F = the percentage by which the owner of the Assessor’s Parcel(s) is partially prepaying the Special Tax Obligation A = the Prepayment Administrative Fees and Expenses from Section 8.A The owner of any Assessor’s Parcel who desires such partial prepayment shall notify the CFD Administrator of (i) such owner’s intent to partially prepay the Special Tax Obligation, (ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the company or agency that will be acting as the escrow agent, if any. The CFD Administrator shall provide the owner with a statement of the amount required for the partial prepayment of the Special Tax Obligation for an Assessor’s Parcel within 60 days of the request and may charge a reasonable fee for providing this service. With respect to any Assessor’s Parcel that is partially prepaid, the City shall (i) distribute the funds remitted to it according to Section 8.A., and (ii) indicate in the records of CFD No. 2024-2 that there has been a partial prepayment of the Special Tax Obligation and that a portion of the Special Tax with respect to such Assessor’s Parcel, equal to the outstanding percentage (1.00 - F) of the Maximum Special Tax, shall continue to be levied on such Assessor’s Parcel. Notwithstanding the foregoing, no partial prepayment shall be allowed unless the aggregate amount of Maximum Special Taxes less Administrative Expenses that may be levied on Taxable Property, respectively, after the proposed partial prepayment is at least 1.1 times the Debt Service on all Outstanding Bonds in each Fiscal Year. 9. TERM OF SPECIAL TAX The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement, but in any event not after Fiscal Year 2066-67. The Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined that all required interest and principal payments on the Bonds have been paid, no delinquent Special Taxes remain uncollected, and the City has covenanted that it will not issue any more Bonds (other than refunding Bonds) to be supported by Special Taxes levied under this Rate and Method of Apportionment. Page 405 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda A-1 EXHIBIT A Page 406 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 EXHIBIT B CERTIFICATE TO AMEND THE SPECIAL TAX COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO STATE OF CALIFORNIA TAX REDUCTION CERTIFICATE 1. The undersigned property owners hereby request modification of the following information in the Rate and Method of Apportionment of Special Tax (the "RMA") for Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista (“CFD No. 2024-2” or the “CFD”). 2. Pursuant to Section 3 of the Rate and Method of Apportionment, as attached to the Notice of Special Tax Lien, recorded in the Official Records of the County of San Diego as Instrument No. XXXXXX on MM/DD/YYYY, the County of San Diego (the “County”) hereby reduces the Assigned Special Tax for Developed Property within the CFD as set forth in Table 1 of the RMA. 3. The information in Table 1, relating to the Assigned Special Tax for Developed Property within CFD No. 2024-2 shall be amended and restated in full as follows: Table 1: Assigned Special Tax for Developed Property 4. The calculation of the Backup Special Tax for Assessor’s Parcels of Developed Property within CFD No. 2024-2 classified as Residential Property shall be amended as follows: For each Assessor’s Parcel of Residential Property or for each Assessor’s Parcel of Undeveloped Property to be classified as Residential Property upon its development within the Final Map area of CFD No. 2024-2, the Backup Special Tax shall be the rate per Lot calculated according to the following formula: Land Use Class Land Use Type Building Square Footage Assigned Special Tax (per Residential Unit) 1 Residential Property < 1,201 $ 2 Residential Property 1,201 to 1,475 $ 3 Residential Property 1,476 to 1,675 $ 4 Residential Property 1,676 to 1,825 $ 5 Residential Property 1,826 to 1,925 $ 6 Residential Property > 1,925 $ R x A L B = Page 407 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda B-2 The terms have the following meanings: B = Backup Special Tax per Lot. A = Acreage classified or to be classified as Residential Property in such Final Map. The land area applicable to a Condominium shall be computed from the Acreage of the Lot on which the Condominium is located, with the Acreage for such Lot allocated equally among all the Condominiums located or to be located on such Lot. L = For a Final Map, the number of Lots which are classified or to be classified as Residential Property. R = Backup Special Tax Rate per Acre 5. On each July 1, commencing July 1, 2027, and ending July 1, 2037, the Assigned Special Tax Rates in Table 1 and the Backup Special Tax applicable to each Assessor’s Parcel of Residential shall be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year. 6. Section 3 of the RMA may only be modified prior to the issuance of Bonds. 7. Upon execution of the certificate by the City and the CFD, the City shall cause an amended Notice of Special Tax Lien for the CFD to be recorded reflecting the modifications set forth herein. I hereby declare under penalty of perjury that the above representations are true and correct. Property Owner By: Date: By execution hereof, the undersigned acknowledges, on behalf of the City of Chula Vista and CFD No. 2024-2(Moss Street) receipt of this Certificate and modification of the RMA as set forth in this Certificate. City of Chula Vista By: Date: CFD Administrator Community Facilities District No. 2024-2 (Moss Street) of the City of Chula Vista By: Date: CFD Administrator Page 408 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda C-1 EXHIBIT “C” NAMES OF THE OWNERS AND ASSESSOR’S PARCEL NUMBERS OF THE REAL PROPERTY WITHIN DISTRICT Owner Assessor's Parcel Numbers Shea Homes Limited Partnership 618-010-26-01 Shea Homes Limited Partnership 618-010-31-00 Shea Homes Limited Partnership 618-010-32-00 Page 409 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda D-1 EXHIBIT “D” CFD BOUNDARY MAP COMMUNITY FACILITIES DISTRICT NO. 2024-2 (MOSS STREET) Page 410 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 411 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda September 9, 2025 1 City Council Meeting Item 7.1 Formation of CFD 2024-2 (Moss Street) Page 412 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Project Location Sesame Place / Amphitheatre Village 3 Quarry MSCP Preserve Area Industrial O River Valley / Preserve Area Industrial / Residential 676 Moss Street Former Industrial Warehouse Site Page 413 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 224 Costas Project 97 3-story court townhomes and 44 3-story row townhomes Each unit will have 2-to 4-bedrooms, and all units will have 2.5 bathrooms The project will include 348 parking spaces and a recreation area Page 414 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda O Background Developer requested formation of a CFD to finance Development Impact Fees Page 415 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda O Net Fees to be Financed Developer Requested Sweetwater Authority Water Capacity Fee be Included in Funding Authority –If Sweetwater Authority Approves, a Separate Agreement will be Provided for City Council Consideration Page 416 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Assigned Special Tax A Special Tax Rates Building Square Footage Special Tax <1,201 $3,280 1,201 to 1,475 3,345 1,476 to 1,675 4,128 1,676 to 1,825 4,362 1,826 to 1,925 4,585 >1,925 4,763 Page 417 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Previous Council Actions July 22, 2025 -Council Meeting Actions taken: Approved Resolution of Intention to Form CFD Adopted Boundary Map Approved Rate and Method of Apportionment of Special Taxes Set Public Hearing for September 9, 2025 Page 418 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda An election of the qualified electors of CFD 2024-2 (Moss Street) was called and ballot distributed regarding the authorization to levy special taxes within the CFD boundaries Landowner Election Page 419 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Recommended City Council Action Conduct a public hearing Approve Resolutions: Resolution of Formation of the CFD Resolution of Necessity to Incur Bonded Indebtedness Resolution Calling Special Election Recommendations Page 420 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Recommended City Council Action Conduct election Canvass the ballot received Adopt Resolution declaring results of the election Introduce Ordinance Levying Special Taxes for First Reading Adopt Resolution approving Acquisition/Financing Agreement Recommendations Page 421 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Campaign Contributions: Adopt Comprehensive Updates to Chula Vista Municipal Code Chapter 2.52 Regarding Various Provisions of the Campaign Contribution Ordinance Report Number: 25-0213 Location: No specific geographic location Department: City Clerk & City Attorney G.C. § 84308 Regulations Apply: No 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 Place one of the following ordinances on first reading: A) Ordinance amending Chula Vista Municipal Code Chapter 2.52 to comprehensively update the City’s Campaign Contribution Ordinance, including provisions on contribution limits, permissible sources, acceptance periods, outstanding loans and debt, complaint processing, and removal of duplicative provisions. (First Reading) OR B) Ordinance amending Chula Vista Municipal Code Chapter 2.52 to comprehensively update the City’s Campaign Contribution Ordinance, including provisions on contribution limits, permissible sources, acceptance periods, outstanding loans and debt, complaint processing, removal of duplicative provisions, and basing individual contribution limits on a percentage of the State Senate limits. (First Reading) Page 422 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 SUMMARY This report presents two alternative ordinances that would comprehensively amend the City’s Campaign Contribution Ordinance (CVMC Chapter 2.52) to reflect City Council direction, City Attorney and City Clerk recommendations, and updates for clarity and consistency with the City Charter. Both ordinances incorporate identical revisions, including changes to contribution limits, allowable sources of contributions, the time period for accepting contributions, rules for outstanding loans and debt, complaint processing, and removal of duplicative provisions. The sole difference is how individual contribution limits are set: Ordinance A uses fixed dollar amounts with biennial adjustments by the City Clerk . Ordinance B ties the limits to a percentage of the State Senate contribution limits, which are automatically adjusted for inflation by the FPPC. 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. BOARD/COMMISSION/COMMITTEE RECOMMENDATION The Board of Ethics heard a presentation on the substantial elements of the proposed ordinance on 4/16/2025. DISCUSSION In accordance with City Charter Section 905, it is the City’s policy to avoid the potential for undue or improper influence over Elected Officials resulting from excessive campaign contributions. To further this purpose, the Charter requires the City Council to adopt reasonable regulations governing campaign contributions, to be codified in the Municipal Code. The City’s campaign contribution ordinance seeks to prevent corruption, ensure transparency, promote fairness, encourage accountability, foster public trust, and promote ethical behavior in the political process. In 1989, the City adopted Chula Vista Municipal Code (CVMC) Chapter 2.52, “Campaign Contributions,” in compliance with these Charter requirements. The City Council has received presentations and discussed the Campaign Contribution Ordinance provisions at recent public meetings, including February 14, 2023, May 13, 2025, and August 5, 2025. On August 5, 2025, the City Attorney and City Clerk presented draft provisions based on prior City Council direction. At that meeting, a majority of the City Council expressed consensus to revise the ordinance as follows: 1. General updates – Accept recommended clarifications, remove duplicative provisions, update terminology following the 2022 City Charter update (Measure K), and reorganize for clarity. 2. Individual Contribution Limit – District Seats – Set the contribution limit for City Council district seats at $800 per person, per election contest. 3. Individual Contribution Limit – Citywide Seats – Set the contribution limit for citywide seats (Mayor and City Attorney) at $1,200 per person, per election contest. Page 423 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 4. Organizational & political party committee limits – Set the contribution limit for organizations and political party committees per election contest at one-half of the limit established for members of the State Senate under Government Code Section 85301(a), as adjusted for inflation by the Fair Political Practices Commission (FPPC) pursuant to Government Code Section 83124. The current State Senate limit is $5,900 through December 31, 2026; therefore, the applicable limit for City candidates would be $2,950 per election contest. 5. Candidate personal loan limit – Limit personal loans from a candidate to their own campaign to $10,000 per election contest. 6. Loan and debt repayment – Require repayment of loans and debts within 11 months after the election. 7. Penalty for false complaints – Increase the maximum penalty for intentionally filing a false complaint to $2,500. All of these revisions are included in both of the draft ordinances presented for consideration. The only difference between the two is the method for setting and adjusting individual contribution limits, as described below. Ordinance Options Two draft ordinances are presented for City Council consideration: Ordinance A – Implements the revisions approved in concept by the City Council on August 5, 2025, with fixed dollar amounts for individual contribution limits. The City Clerk would continue to adjust these amounts every two years to account for inflation. Attachment 1 is a redline version that shows the changes made by Ordinance A. Ordinance B – Identical to Ordinance A except that individual contribution limits are tied to a percentage of the State Senate contribution limits, which are automatically adjusted for inflation by the FPPC. This approach mirrors the City Council-directed limits on contributions from organizations and political party committees. Attachment 2 is a redline version that shows the changes made by Ordinance B. The primary difference between Ordinance A and Ordinance B is how individual contribution limits are set and adjusted. All other provisions are the same. Attachment 3 is a redline version that shows the differences between Ordinance A and Ordinance B. Table 1 – Comparison of Ordinance A and Ordinance B Provision Ordinance A Ordinance B General updates (clarifications, removal of duplicative provisions, updated terminology, reorganization) ✔ ✔ Individual Contribution Limit – District Seats $800 per person, per election contest 15% of State Senate limit (currently $885) Individual Contribution Limit – Citywide Seats $1,200 per person, per election contest 20% of State Senate limit (currently $1,180) Page 424 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 4 Provision Ordinance A Ordinance B Organizational & political party committee limit 50% of State Senate limit (currently $2,950) 50% of State Senate limit (currently $2,950) Candidate personal loan limit $10,000 per election contest $10,000 per election contest Loan & debt repayment deadline 11 months after election 11 months after election Penalty for intentionally filing a false complaint Up to $2,500 Up to $2,500 Individual contribution limit adjustments for inflation Requires City Clerk adjustment every 2 years Automatically adjusts with State Senate limits, no City Clerk adjustment needed Adopting either ordinance would modernize the City’s Campaign Contribution Ordinance, ensure compliance with City Charter requirements, and strengthen transparency and accountability in local elections. The choice between Ordinance A and Ordinance B centers on the preferred method for setting and adjusting individual contribution limits, either fixed amounts with periodic adjustments by the City Clerk or an automatic adjustment mechanism tied to State Senate limits. Staff recommends that the City Council place its preferred ordinance on first reading. 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 Councilmembers 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 Councilmember, 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. ONGOING FISCAL IMPACT There is no ongoing fiscal impact ATTACHMENTS 1. Changes to CVMC 2.52 in redline format for Ordinance A 2. Changes to CVMC 2.52 in redline format for Ordinance B 3. Comparison of Ordinances A and B in redline format Staff Contacts: Marco Verdugo, City Attorney, and Kerry Bigelow, City Clerk Page 425 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 2.52, “CAMPAIGN CONTRIBUTIONS,” AND ADJUSTING THE CAMPAIGN CONTRIBUTION LIMITS WHEREAS, Chula Vista City Charter section 905 requires the City to “adopt reasonable regulations related to campaign contributions” in order to “avoid the potential for undue or improper influence over Elected Officials resulting from excessive campaign contributions;” and WHEREAS, in 1989, the City adopted Chula Vista Municipal Code Chapter 2.52, “Campaign Contributions,” in compliance with the City Charter requirements (Campaign Contribution Ordinance); and WHEREAS, the City last conducted a comprehensive update of the Campaign Contribution Ordinance in 2011 and amended it to its current form through a series of subsequent amendments; and WHEREAS, on February 21, 2023, the City Attorney gave a presentation on potential revisions to the Campaign Contribution Ordinance and the Council formed an ad hoc subcommittee; and WHEREAS, on October 24, 2023, the ad hoc subcommittee gave an update on campaign contributions and the City Council provided direction to the City Attorney and the City Clerk to conduct a comprehensive review and propose amendments to the Campaign Contribution Ordinance; and WHEREAS, the City Attorney and the City Clerk have undertaken a comprehensive review of the Campaign Contribution Ordinance and have recommended revisions to the ordinance that revise contribution limits, the time period for accepting contributions, rules for outstanding debt, complaint processing, and remove duplicative provisions; and WHEREAS, the City Clerk’s review focused on administrative and technical aspects, including clarifications to reduce confusion, and reformatting and reorganizing for clarity; and WHEREAS, based on City Council direction at the August 5, 2025, the amendments include, among other things, increasing the contribution limit for individuals, political party committees, and organizations; revising the starting date for a candidate’s acceptance of contribution to remove ambiguity; increasing the amount a candidate can personally loan their campaign; adding a timeframe for the repayment of loans and debts; increasing the maximum penalty for intentionally filing a false complaint; removing the requirement to notify opponents of loan contributions; clarifying enforcement processing and investigation obligations; adding defined terms; and removing provisions that are duplicative of state law; and Page 426 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 2 WHEREAS, the proposed changes are intended to prevent corruption, close campaign finance loopholes, ensure transparency, promote fairness, encourage accountability, foster public trust, and promote ethical behavior in the political process; and WHEREAS, the City Council wishes to adopt revised campaign contribution regulations. NOW, THEREFORE, the City Council of the City of Chula Vista does ordain as follows: Section I. A. Chapter 2.52 of the Chula Vista Municipal Code is amended to read as follows: 2.52.010 Title and Purpose. A. Title. This chapter shall be known as the Chula Vista Campaign Contribution Ordinance. B. Purpose. The purpose of the Chula Vista Campaign Contribution Ordinance is intended to supplement the Political Reform Act of 1974 (California Government Code Sections 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6, to protect the integrity of the City’s electoral process, and to serve the best interests of the citizens of this City by enacting campaign finance rules governing donors and Candidates for City Elective Offices. Inherent in the high cost of election campaigning is the potential for improper influence exercised by campaign contributors over elected officials. It is the intent of the City Council in enacting this chapter: 1. To preserve an orderly political forum in which individuals may express themselves effectively; 2. To place realistic and enforceable limits on the amounts of money that may be contributed to political campaigns in City elections; 3. To prevent corruption and avoid the appearance of corruption by regulating campaign contributions to candidates for local elective office; 4. To provide full and fair enforcement of all the provisions of this chapter; and 5. To encourage candidate adherence to election regulations by making them easier to understand. C. Applicability. The terms of this chapter are applicable to any contribution made to a Candidate or Candidate-controlled committee whether used by the Candidate to finance a current campaign or to pay debts incurred in prior campaigns. Page 427 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 3 2.52.020 Relationship to State Law. This chapter shall supplement, not replace, the Political Reform Act of 1974 (California Government Code 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6). Donors and Candidates for City Elected Offices must comply with both the requirements of the PRA and the requirements of this chapter. However, to the extent of any conflict between the terms of this Chapter and the terms of the PRA, the terms of this Chapter shall govern to the maximum extent allowed by law. 2.52.030 Definitions. Unless otherwise defined in this Section, the terms and phrases used in this chapter shall have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations. “Agent” means a person who acts on behalf or At the Behest of any other person or accepts a Contribution on behalf of a Candidate. If an individual acting as an Agent is also acting as an employee or member of a law, architectural, engineering or consulting firm, or a similar entity or corporation, both the entity or corporation and the individual are “Agents.” “At the Behest” means made under the control or at the direction of, in cooperation, consultation, coordination, or concert with, at the request or suggestion of, or with the express prior consent of. “Campaign Statement” means the campaign statement required by the PRA (see California Government Code Sections 84200, et seq.). “Candidate” means any individual seeking any City Elective Office, the candidate’s campaign committee, committee(s) controlled by the Candidate, and Agents of the Candidate. “City Elective Office” means the offices of Mayor, City Council, or the City Attorney. The “same City Elective Office,” as that term is used in this chapter, means the Office of the Mayor with respect to the Mayor’s seat; the Office of the City Attorney with respect to the City Attorney’s seat; or, in the case of a Council District Seat, the specific Council District Seat numbered 1, 2, 3, or 4 held by a City Council member or campaigned for by a Candidate, or the numbered seat to which a City Council member or Candidate for such office may be reassigned as a result of redistricting. For example, if, during the redistricting process, the district lines are redrawn such that the residence of the City Council member representing and running for District 1 or a Candidate running for District 1 becomes located within District 2, 3 or 4, the member’s or Candidate’s District 1 seat, as the case may be, would be considered, for purposes of this chapter, the “same City Elective Office” as the District 2, 3 or 4 seat so re-assigned. “Citywide Seat” means the office of Mayor or City Attorney. Page 428 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 4 “Contribution” is defined in a manner identical with the definition found in Government Code Section 82015, contained within the Political Reform Act, and any related provisions in the California Code of Regulations. “Contribution Limit” is defined as the maximum allowed contribution from a Person, Organization, Political Party Committee, for any Single Election Contest as provide under CVMC 2.52.040. “Council District Seat” means the office of City Councilmember District 1, 2, 3, or 4. “Enforcement Authority,” under this chapter, means that special counsel appointed pursuant to CVMC 2.52.140. “Filer” is any elected officer, Candidate, committee, or other Person required to file Campaign Statements, reports or other documents. “FPPC Form” is any FPPC-developed Campaign Form, including but not limited to Form 460, 470, 496, 497. “General Election” is that election identified by Charter Section 901(B) as a “General Municipal Election.” “Net Debts Outstanding” has the same meaning as that set forth in title 2, section 18531.61 of the California Code of Regulations. “Organization” means a proprietorship, labor union, firm, partnership, joint venture, syndicate, business, business trust, company, corporation, association, or committee, including a political action committee. “Organization” does not include Political Party Committees, as that term is defined in California Government Code Section 85205. “Person” means a natural individual. “Political Party Committee” is defined in a manner identical with the definition found is as defined in California Government Code Section 85205. “Political Reform Act” or “PRA” means the California Political Reform Act of 1974, as amended, found at Government Code Section 81000, et seq., and includes regulations adopted by the Fair Political Practices Commission. “Primary Election” is that election identified by Charter Section 901(A) as a “Primary Municipal Election.” “Single Election Contest” means the election contest scheduled for any one of the following types of elections, each being a “Single Election Contest”: a Primary Election, a General Election or a Special Election. Page 429 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 5 “Special Election” is that election defined by Charter Section 901(C) as a “Special Municipal Election.” “Written Solicitation” means any writing, whether physical or electronic, soliciting, either directly or indirectly, a Contribution to a Candidate. “Written Solicitation” includes, but is not limited to, printed materials, websites, social media, and printed or electronic advertisements. 2.52.040 Campaign Contribution Dollar Limits A. Limitations on Contributions by Persons. No Person other than a Candidate shall make a Contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Person other than the Candidate, for a Single Election Contest in an amount exceeding $800.00 for a Council District Seat or $1,200 for a Citywide Seat. The contribution limits in this subsection shall be subject to increase as provided in CVMC 2.52.040(D), below, or as may be required by law. B. Limitations on Contributions by Political Party Committees and Organizations. No Political Party Committee or Organization shall make a contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Political Party Committee or Organization, for a Single Election Contest in an amount exceeding fifty percent of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. C. Applicability. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. D. Adjustments. The contribution limits set forth in subsection (A) of this section shall be adjusted every odd-numbered year. The City Clerk shall adjust the contribution limits to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31st of the previous year. Adjustments shall be rounded to the nearest $10.00. The City Clerk shall publish a public notice of any adjustments by March 1st of each odd-numbered year, or as soon after as practicable, following the Bureau of Labor Statistics’ release of the applicable Consumer Price Index data. The adjustments shall go into effect as soon as the public notice is published but shall apply only to elections held in subsequent years. The adjustments shall not be construed to raise the contribution limits applicable to past elections or to special elections held in the same year that the limits are adjusted. E. Expenditures. The contribution limitations imposed by this section are not limitations on expenditures and shall not be construed to limit the expenditures by any Candidate, Person, Organization, or committee. 2.52.045 Time Period for Accepting Contributions; Rules for Elections with Multiple “Single Election Contests.” Page 430 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 6 A. Starting Date for Acceptance of Contributions. No Person, Organization, or Political Party Committee shall make a contribution to any Candidate, and no such Candidate shall accept from any Person, Organization, or Political Party Committee such a contribution, sooner than the first day of the 11th month preceding a Single Election Contest. B. Contributions After an Election. A Contribution for an election may be accepted by a Candidate up to the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office, only to the extent that the Contribution does not exceed a Candidate’s Net Debts Outstanding for that election, and the Contribution does not otherwise exceed the applicable contribution limit for that election. If elected to office, the 11-month period begins on the date of the election. C. No Solicitations for a General Election Until Primary Election is Held. A Candidate may not solicit or accept contributions for a General Election prior to the holding of the Primary Election for that office. If a Primary Election is canceled because fewer than three qualified Candidates filed nomination papers for that election, a Candidate may begin soliciting and accepting additional Contributions for the General Election once the City Council takes action to cancel the Primary Election. 2.52.047 Carry-Over of Contributions. A. From a Primary Election to a General Election. A Candidate may carry over Contributions raised in connection with a Primary Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent General Election for the same City Elective Office. In the event that a Special Election for City Elective Office results in a run- off election for the same City Elective Office, a Candidate may carry over Contributions raised in connection with the Special Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent run-off election for the same City Elective Office. B. Redistricting. If, as a result of redistricting, a Candidate’s residence is assigned to a different district, the Candidate may carry over Contributions raised prior to City Council approval of the new district map to pay expenditures in connection with campaigning for election to the newly assigned Council District Seat; provided, however, if the election for the newly assigned Council District Seat will be held at the subsequent election cycle, the Candidate choosing to carry over Contributions raised to fund campaign activities for such subsequent election must discontinue any and all fundraising activities immediately upon City Council approval of the new district map creating re-assignment until fundraising for such subsequent election contest is authorized as provided in subsection 2.52.045(A). 2.52.050 Loans and Outstanding Debt. A. Personal Loan from the Candidate; Limitation. A Candidate shall not personally loan to their campaign with the intent to receive repayment of those funds in excess of the aggregate amount of $10,000 for a Single Election Contest. B. Loan from Others. Page 431 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 7 1. In General. Except as provided in subsection 2., below, a loan or extension of credit from a third-party Person or Organization made for the purpose of, or used by a Candidate for, funding such Candidate’s campaign activities shall be considered a Contribution from such maker of the loan or extender of credit and shall be subject to the Contribution limits specified in CVMC 2.52.040. 2. Exception: Loan by Candidate from Commercial Lending Institution. The contribution limit does not apply to loans made to a Candidate for the purpose of a campaign by a commercial lending institution in the lender’s regular course of business on terms available to members of the general public for which the Candidate is personally liable. C. Repayment of Loans. Repayment of personal loans from the Candidate to their campaign must occur not later than the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. D. Special Rules for Debts Owed to Campaign Consultants and Vendors. Except for legal fees and expenses incurred directly in connection with monitoring the count of absentee or provisional ballots for the election, or with a ballot recount conducted under Chapter 9 (commencing with Section 15600) of Division 15 of the Elections Code for the election, all bills from campaign consultants and vendors must not have been incurred past the date of the election for which the goods and services were provided. Candidates may only incur additional costs from ongoing services from a fundraiser, treasurer, payment processing service, and other related or ancillary services not later than the first day of the 11th month after the Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. [Sections 2.52.060 and 2.52.070 are being deleted in their entirety] 2.52.090 Return of prohibited Contributions. If a Contribution is tendered and would be in violation of this chapter, it shall be returned by the Candidate to the contributor within 60 days of receipt by the Candidate. 2.52.100 Written Solicitations by Candidates. A. Notice Required. Any Candidate making a Written Solicitation for a Contribution for their campaign for City Elective Office shall include the following written notice in no less than eight-point type on each such solicitation, which shall include the then current limits for Contributions by Persons and Contributions by Organizations: 1. For a Council District Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Council District Seat to [insert the current limit pursuant to CVMC Page 432 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 8 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. 2. For a Citywide Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Citywide Seat to [insert the current limit pursuant to CVMC 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. B. Additional Notice Required if Redistricting Pending. During any campaign cycle where redistricting is pending City Councilmember candidate materials soliciting campaign funds shall also contain the following statement in no less than eight-point type: City campaign rules allow this candidate to transfer funds to a different Council District Seat election contest, or carry over funds to a future Council District Seat election contest, in the event redistricting results in the re-assignment of such candidate to a different Council District Seat. 2.52.120 Contributions for Legal Defense. Notwithstanding anything contained herein to the contrary, a payment to or for the benefit of one holding a City Elective Office or a Candidate made and used for the express purpose of offsetting costs already incurred by that office holder, or Candidate in the defense of a criminal or administrative prosecutorial action, or other legal action relating to an election contest, against said office holder or Candidate and not made or used for the purpose of aiding in the election of said Councilmember, Mayor, City Attorney or Candidate, and not made within (before or after) 100 days of an election in which the office holder or Candidate is competing for a seat or office, shall not be deemed to be a Contribution for the purposes of this chapter. 2.52.125 Electronic Filing of Campaign Statements. A. General. 1. Any Filer required to file Campaign Statements, reports or other FPPC Forms as required by Chapter 4 of the Political Reform Act (California Government Code Section 84100 et seq.) shall file such Campaign Statements using the City Clerk’s online system according to procedures established by the City Clerk (the “Procedures”), unless the Filer is exempt from electronic filing under California Government Code Section 84615, as may be amended from time to time. 2. The City Clerk shall have the authority to establish and amend the procedures, as necessary, to accomplish the following: Page 433 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 9 a. Ensure that the online system complies with the requirements set forth in Section 84615 of the Government Code, as may be amended from time to time; b. Meet the purpose and intent of this section and comply with other applicable law; c. Ensure the integrity of the data transmitted and include safeguards against efforts to tamper with, manipulate, alter, or subvert the data. 3. Online filings made under this chapter will only be accepted if made in the standardized record format that is developed by the California Secretary of State pursuant to Section 84602(a)(2) of the California Government Code, as may be amended from time to time, and that is compatible with the Secretary of State’s system for receiving an online or electronic Campaign Statement. 4. Any Filer who has electronically filed a Campaign Statement using the City Clerk’s online system is not required to file a copy of that document in paper format with the City Clerk. [Section 2.52.130 is deleted in its entirety] 2.52.140 Enforcement; Enforcement Authority. A. General. The City Attorney shall not act as the Enforcement Authority as to alleged violations of this chapter, but shall defend the constitutionality and legality of this chapter in any civil proceeding in which the City or the City Council is a party. B. Enforcement Authority. The Enforcement Authority, as defined by this chapter, or the District Attorney shall investigate or prosecute alleged violations of this chapter. C. Timing of Selection. The Board of Ethics shall solicit proposals from attorneys in accordance with Section 503 of the City Charter and Chapter 2.56 CVMC to act as the Enforcement Authority 12 months prior to a General Election. D. Appointment of Panel. The Board of Ethics shall appoint a panel of no less than three attorneys to act as the Enforcement Authority. These attorneys shall be compensated by the City for work performed pursuant to this chapter. Should the appointment of additional special counsel become necessary or appropriate, the Board of Ethics shall appoint such additional special counsel as may be required. Should the panel consist of fewer than three attorneys due to resignations or otherwise, the Board of Ethics shall appoint additional special counsel. E. Rotation of Assignments. A single member of the special counsel panel will be assigned to each complaint by the City Attorney, or the City Clerk in the event that the City Attorney is the subject of the complaint. Assignments will be made on a rotating basis. F. Immunity to Liability. Special counsel, serving as the Enforcement Authority, shall be immune to liability for enforcement of this chapter. Page 434 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 10 2.52.143 Enforcement; Complaint Submittal. A. Filing a Complaint. Complaints of violations of this chapter shall be in writing; sworn under penalty of perjury by the complainant, who shall be a resident of the City; accompanied by proof that the complainant is a resident of the City; and submitted to the City Clerk. The complaint shall state a full recitation of all facts that are alleged to constitute a violation of this chapter. B. Correction of Complaint Deficiencies. If a complaint does not comply with these requirements, the City Clerk shall notify the complainant that it is insufficient for filing and identify the insufficiency. The complainant shall have 10 calendar days from the date of the notice to cure the defect. If the defect is not cured in the prescribed timeframe, the case shall be closed. 2.52.145 Enforcement; Complaint Processing. A. Subject of Complaint; Opportunity to Respond. If the complaint meets the requirements of CVMC 2.52.143(A), the City Clerk shall provide a copy of the complaint to the subject of the complaint within two working days. The subject of the complaint shall have five calendar days to provide the City Clerk with a written response, including evidence of any corrective action taken in response to the complaint, if any. The response, if submitted, shall be signed under penalty of perjury. B. Submittal to Enforcement Authority. The City Clerk shall forward the complaint and any written response received to the Enforcement Authority within ten working days of receipt for a probable cause determination. C. Probable Cause Determination. The Enforcement Authority shall make a prima facie probable cause determination within 30 calendar days of receiving the complaint and shall immediately notify the City Clerk, the City Attorney, and Interested Parties upon making its determination. 1. Probable Cause; Knowing or Willful Violation. If the Enforcement Authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the Enforcement Authority. 2. Probable Cause; Negligent Violation. If the Enforcement Authority determines that probable cause exists to find that there was a negligent violation of this chapter, the City Attorney shall forward the complaint to the special counsel who is next in the rotation of panel counsel to act as the Enforcement Authority and take further investigatory and procedural steps necessary to resolve the matter. Page 435 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 11 D. Negligent Violation; Enforcement Authority Handling. 1. Enforcement Authority Duties. Violations of this chapter that are not forwarded to the District Attorney for handling but, rather, are forwarded to the next panel counsel for further investigation pursuant to subsection (C) of this section may be pursued by the Enforcement Authority either through a civil or administrative action. The Enforcement Authority may also commence and prosecute any necessary administrative proceedings or civil litigation to compel compliance with this chapter. No enforcement of prosecution or action by the Enforcement Authority shall be subject to the review or control of the City Attorney or City Council. The special counsel, serving as the Enforcement Authority, may investigate and may institute legal action to prevent further violations. The Enforcement Authority shall use reasonable efforts to complete its investigation and reach a final determination within 180 days of the City forwarding the complaint. The Enforcement Authority shall notify the City Clerk, the City Attorney, and Interested Parties of upon conclusion of the Enforcement Authority’s final determination. 2. Violations of State Law. If the allegation contained in the complaint is also a violation of state law, the special counsel shall not investigate but, rather, shall forward the complaint to the Fair Political Practices Commission or other appropriate state agency. 3. Criminal Prosecution. Criminal prosecution for violations of this chapter must be commenced within one year after the date on which the violation occurred. 4. Civil Prosecution. Civil prosecution for violation of this chapter must be commenced within four years after the date on which the violation occurred. No administrative action alleging a violation of any of the provisions of this chapter shall be commenced more than four years after the date on which the violation occurred. If the person alleged to have violated a provision of this chapter engages in the fraudulent concealment of their acts or identity, the four-year period for civil and administrative actions shall be tolled for the period of concealment. For purposes of this subdivision, “fraudulent concealment” means the person knows of material facts related to their duties under this chapter and knowingly conceals them in performing or omitting to perform those duties, for the purpose of defrauding the public of information to which it is entitled under this title. E. No Violation Found. If the Enforcement Authority or District Attorney determines that no violation occurred, the Enforcement Authority shall review the complaint and, if necessary, conduct further investigation to determine if there is probable cause to find that the complainant committed perjury. If such probable cause exists, the Enforcement Authority shall forward the complaint to the District Attorney for prosecution for perjury. 2.52.150 Penalties. A. Misdemeanor. Any Person who knowingly or willfully violates any provision of this chapter; who knowingly or willfully causes, solicits, advises, or participates with any other Page 436 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 12 Person to violate any provision of this chapter; or who knowingly or willfully aids and abets any other Person in the violation of this chapter shall be guilty of a misdemeanor. B. Monetary Penalties. 1. Negligent Violation. Any Person who negligently violates any provision of this chapter shall be liable in a civil or administrative action brought b y the Enforcement Authority for an amount not more than $500.00 per violation and shall be required to correct the violation. 2. Intentional Violation. Any Person who intentionally violates any provision of this chapter or causes any other Person to violate any provision of this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $1,000 per violation. 3. Intentional Filing of False Complaint. a. Any Person who intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $2,500 per false complaint filed. b. If the District Attorney determines that the complainant committed perjury in filing the complaint, the complainant may be liable, in addition to any criminal penalties, for damages in the amount of fees, costs and other amounts suffered or incurred as a result of, or arising out of the filing of, such complaint. 4. Use of Funds. Any amounts paid pursuant to this section shall be used to offset the costs of enforcing this chapter. C. Applicability. This section shall apply only to Persons who have filing or reporting obligations under this chapter or the Political Reform Act, or who are compensated for services involving the planning, organization, or directing of any activity regulated or required by this chapter or the Political Reform Act, or anyone who is determined by the District Attorney to have committed perjury in filing a complaint under this chapter. D. Considerations for Remedies and Sanctions. Whether or not a violation is inadvertent, negligent, or deliberate, and the presence or absence of good faith, shall be considered in applying the remedies and sanctions of this chapter. Further, in determining the amount of civil liability, the court may take into account the seriousness of the violation and the degree of culpability of the defendant. If a judgment is entered, the funds recovered shall be deposited into the City’s general fund. [Section 2.52.160 is being deleted in its entirety] Page 437 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 13 2.52.170 Availability of Records. Unless otherwise prohibited by law, all records pertaining to complaints related to campaign contributions shall be deemed public records upon receipt. Such records include but are not limited to submitted complaints (whether deemed sufficient or insufficient), letters of dismissal, determinations of probable cause, determinations regarding enforcement actions, and legal services agreements with enforcement authorities. These records shall be made available to the public upon request, subject to appropriate redactions in accordance with applicable law. Section II. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section III. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to Form by Marco A. Verdugo Marco A. Verdugo City Attorney City Attorney Kerry K. Bigelow, MMC City Clerk Page 438 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING VARIOUS SECTIONS OF CHULA VISTA MUNICIPAL CODE CHAPTER 2.52, “CAMPAIGN CONTRIBUTIONS,” AND ADJUSTING THE CAMPAIGN CONTRIBUTION LIMITS WHEREAS, Chula Vista City Charter section 905 requires the City to “adopt reasonable regulations related to campaign contributions” in order to “avoid the potential for undue or improper influence over Elected Officials resulting from excessive campaign contributions;” and WHEREAS, in 1989, the City adopted Chula Vista Municipal Code Chapter 2.52, “Campaign Contributions,” in compliance with the City Charter requirements (Campaign Contribution Ordinance); and WHEREAS, the City last conducted a comprehensive update of the Campaign Contribution Ordinance in 2011 and amended it to its current form through a series of subsequent amendments; and WHEREAS, on February 21, 2023, the City Attorney gave a presentation on potential revisions to the Campaign Contribution Ordinance and the Council formed an ad hoc subcommittee; and WHEREAS, on October 24, 2023, the ad hoc subcommittee gave an update on campaign contributions and the City Council provided direction to the City Attorney and the City Clerk to conduct a comprehensive review and propose amendments to the Campaign Contribution Ordinance; and WHEREAS, the City Attorney and the City Clerk have undertaken a comprehensive review of the Campaign Contribution Ordinance and have recommended revisions to the ordinance that revise contribution limits, the time period for accepting contributions, rules for outstanding debt, complaint processing, and remove duplicative provisions; and WHEREAS, the City Clerk’s review focused on administrative and technical aspects, including clarifications to reduce confusion, and reformatting and reorganizing for clarity; and WHEREAS, based on City Council direction at the August 5, 2025, the amendments include, among other things, increasing the contribution limit for individuals, political party committees, and organizations; revising the starting date for a candidate’s acceptance of contribution to remove ambiguity; increasing the amount a candidate can personally loan their campaign; adding a timeframe for the repayment of loans and debts; increasing the maximum penalty for intentionally filing a false complaint; removing the requirement to notify opponents of loan contributions; clarifying enforcement processing and investigation obligations; adding defined terms; and removing provisions that are duplicative of state law; and Page 439 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 2 WHEREAS, the proposed changes are intended to prevent corruption, close campaign finance loopholes, ensure transparency, promote fairness, encourage accountability, foster public trust, and promote ethical behavior in the political process; and WHEREAS, the City Council wishes to adopt revised campaign contribution regulations. NOW, THEREFORE, the City Council of the City of Chula Vista does ordain as follows: Section I. A. Chapter 2.52 of the Chula Vista Municipal Code is amended to read as follows: 2.52.010 Title and Purpose. A. Title. This chapter shall be known as the Chula Vista Campaign Contribution Ordinance. B. Purpose. The purpose of the Chula Vista Campaign Contribution Ordinance is intended to supplement the Political Reform Act of 1974 (California Government Code Sections 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6, to protect the integrity of the City’s electoral process, and to serve the best interests of the citizens of this City by enacting campaign finance rules governing donors and Candidates for City Elective Offices. Inherent in the high cost of election campaigning is the potential for improper influence exercised by campaign contributors over elected officials. It is the intent of the City Council in enacting this chapter: 1. To preserve an orderly political forum in which individuals may express themselves effectively; 2. To place realistic and enforceable limits on the amounts of money that may be contributed to political campaigns in City elections; 3. To prevent corruption and avoid the appearance of corruption by regulating campaign contributions to candidates for local elective office; 4. To provide full and fair enforcement of all the provisions of this chapter; and 5. To encourage candidate adherence to election regulations by making them easier to understand. C. Applicability. The terms of this chapter are applicable to any contribution made to a Candidate or Candidate-controlled committee whether used by the Candidate to finance a current campaign or to pay debts incurred in prior campaigns. Page 440 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 3 2.52.020 Relationship to State Law. This chapter shall supplement, not replace, the Political Reform Act of 1974 (California Government Code 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6). Donors and Candidates for City Elected Offices must comply with both the requirements of the PRA and the requirements of this chapter. However, to the extent of any conflict between the terms of this Chapter and the terms of the PRA, the terms of this Chapter shall govern to the maximum extent allowed by law. 2.52.030 Definitions. Unless otherwise defined in this Section, the terms and phrases used in this chapter shall have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations. “Agent” means a person who acts on behalf or At the Behest of any other person or accepts a Contribution on behalf of a Candidate. If an individual acting as an Agent is also acting as an employee or member of a law, architectural, engineering or consulting firm, or a similar entity or corporation, both the entity or corporation and the individual are “Agents.” “At the Behest” means made under the control or at the direction of, in cooperation, consultation, coordination, or concert with, at the request or suggestion of, or with the express prior consent of. “Campaign Statement” means the campaign statement required by the PRA (see California Government Code Sections 84200, et seq.). “Candidate” means any individual seeking any City Elective Office, the candidate’s campaign committee, committee(s) controlled by the Candidate, and Agents of the Candidate. “City Elective Office” means the offices of Mayor, City Council, or the City Attorney. The “same City Elective Office,” as that term is used in this chapter, means the Office of the Mayor with respect to the Mayor’s seat; the Office of the City Attorney with respect to the City Attorney’s seat; or, in the case of a Council District Seat, the specific Council District Seat numbered 1, 2, 3, or 4 held by a City Council member or campaigned for by a Candidate, or the numbered seat to which a City Council member or Candidate for such office may be reassigned as a result of redistricting. For example, if, during the redistricting process, the district lines are redrawn such that the residence of the City Council member representing and running for District 1 or a Candidate running for District 1 becomes located within District 2, 3 or 4, the member’s or Candidate’s District 1 seat, as the case may be, would be considered, for purposes of this chapter, the “same City Elective Office” as the District 2, 3 or 4 seat so re-assigned. “Citywide Seat” means the office of Mayor or City Attorney. Page 441 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 4 “Contribution” is defined in a manner identical with the definition found in Government Code Section 82015, contained within the Political Reform Act, and any related provisions in the California Code of Regulations. “Contribution Limit” is defined as the maximum allowed contribution from a Person, Organization, Political Party Committee, for any Single Election Contest as provide under CVMC 2.52.040. “Council District Seat” means the office of City Councilmember District 1, 2, 3, or 4. “Enforcement Authority,” under this chapter, means that special counsel appointed pursuant to CVMC 2.52.140. “Filer” is any elected officer, Candidate, committee, or other Person required to file Campaign Statements, reports or other documents. “FPPC Form” is any FPPC-developed Campaign Form, including but not limited to Form 460, 470, 496, 497. “General Election” is that election identified by Charter Section 901(B) as a “General Municipal Election.” “Net Debts Outstanding” has the same meaning as that set forth in title 2, section 18531.61 of the California Code of Regulations. “Organization” means a proprietorship, labor union, firm, partnership, joint venture, syndicate, business, business trust, company, corporation, association, or committee, including a political action committee. “Organization” does not include Political Party Committees, as that term is defined in California Government Code Section 85205. “Person” means a natural individual. “Political Party Committee” is defined in a manner identical with the definition found is as defined in California Government Code Section 85205. “Political Reform Act” or “PRA” means the California Political Reform Act of 1974, as amended, found at Government Code Section 81000, et seq., and includes regulations adopted by the Fair Political Practices Commission. “Primary Election” is that election identified by Charter Section 901(A) as a “Primary Municipal Election.” “Single Election Contest” means the election contest scheduled for any one of the following types of elections, each being a “Single Election Contest”: a Primary Election, a General Election or a Special Election. Page 442 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 5 “Special Election” is that election defined by Charter Section 901(C) as a “Special Municipal Election.” “Written Solicitation” means any writing, whether physical or electronic, soliciting, either directly or indirectly, a Contribution to a Candidate. “Written Solicitation” includes, but is not limited to, printed materials, websites, social media, and printed or electronic advertisements. 2.52.040 Campaign Contribution Dollar Limits A. Limitations on Contributions by Persons. No Person other than a Candidate shall make a Contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Person other than the Candidate, for a Single Election Contest in an amount exceeding fifteen percent for a Council District Seat or twenty percent for a Citywide Seat of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. B. Limitations on Contributions by Political Party Committees and Organizations. No Political Party Committee or Organization shall make a contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Political Party Committee or Organization, for a Single Election Contest in an amount exceeding fifty percent of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. C. Applicability. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. D. Expenditures. The contribution limitations imposed by this section are not limitations on expenditures and shall not be construed to limit the expenditures by any Candidate, Person, Organization, or committee. 2.52.045 Time Period for Accepting Contributions; Rules for Elections with Multiple “Single Election Contests.” A. Starting Date for Acceptance of Contributions. No Person, Organization, or Political Party Committee shall make a contribution to any Candidate, and no such Candidate shall accept from any Person, Organization, or Political Party Committee such a contribution, sooner than the first day of the 11th month preceding a Single Election Contest. B. Contributions After an Election. A Contribution for an election may be accepted by a Candidate up to the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office, only to the extent that the Contribution does not exceed a Candidate’s Net Debts Outstanding for that election, and the Contribution does not otherwise exceed the applicable Page 443 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 6 contribution limit for that election. If elected to office, the 11-month period begins on the date of the election. C. No Solicitations for a General Election Until Primary Election is Held. A Candidate may not solicit or accept contributions for a General Election prior to the holding of the Primary Election for that office. If a Primary Election is canceled because fewer than three qualified Candidates filed nomination papers for that election, a Candidate may begin soliciting and accepting additional Contributions for the General Election once the City Council takes action to cancel the Primary Election. 2.52.047 Carry-Over of Contributions. A. From a Primary Election to a General Election. A Candidate may carry over Contributions raised in connection with a Primary Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent General Election for the same City Elective Office. In the event that a Special Election for City Elective Office results in a run- off election for the same City Elective Office, a Candidate may carry over Contributions raised in connection with the Special Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent run-off election for the same City Elective Office. B. Redistricting. If, as a result of redistricting, a Candidate’s residence is assigned to a different district, the Candidate may carry over Contributions raised prior to City Council approval of the new district map to pay expenditures in connection with campaigning for election to the newly assigned Council District Seat; provided, however, if the election for the newly assigned Council District Seat will be held at the subsequent election cycle, the Candidate choosing to carry over Contributions raised to fund campaign activities for such subsequent election must discontinue any and all fundraising activities immediately upon City Council approval of the new district map creating re-assignment until fundraising for such subsequent election contest is authorized as provided in subsection 2.52.045(A). 2.52.050 Loans and Outstanding Debt. A. Personal Loan from the Candidate; Limitation. A Candidate shall not personally loan to their campaign with the intent to receive repayment of those funds in excess of the aggregate amount of $10,000 for a Single Election Contest. B. Loan from Others. 1. In General. Except as provided in subsection 2., below, a loan or extension of credit from a third-party Person or Organization made for the purpose of, or used by a Candidate for, funding such Candidate’s campaign activities shall be considered a Contribution from such maker of the loan or extender of credit and shall be subject to the Contribution limits specified in CVMC 2.52.040. 2. Exception: Loan by Candidate from Commercial Lending Institution. The contribution limit does not apply to loans made to a Candidate for the purpose of a Page 444 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 7 campaign by a commercial lending institution in the lender’s regular course of business on terms available to members of the general public for which the Candidate is personally liable. C. Repayment of Loans. Repayment of personal loans from the Candidate to their campaign must occur not later than the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. D. Special Rules for Debts Owed to Campaign Consultants and Vendors. Except for legal fees and expenses incurred directly in connection with monitoring the count of absentee or provisional ballots for the election, or with a ballot recount conducted under Chapter 9 (commencing with Section 15600) of Division 15 of the Elections Code for the election, all bills from campaign consultants and vendors must not have been incurred past the date of the election for which the goods and services were provided. Candidates may only incur additional costs from ongoing services from a fundraiser, treasurer, payment processing service, and other related or ancillary services not later than the first day of the 11th month after the Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. [Sections 2.52.060 and 2.52.070 are being deleted in their entirety] 2.52.090 Return of prohibited Contributions. If a Contribution is tendered and would be in violation of this chapter, it shall be returned by the Candidate to the contributor within 60 days of receipt by the Candidate. 2.52.100 Written Solicitations by Candidates. A. Notice Required. Any Candidate making a Written Solicitation for a Contribution for their campaign for City Elective Office shall include the following written notice in no less than eight-point type on each such solicitation, which shall include the then current limits for Contributions by Persons and Contributions by Organizations: 1. For a Council District Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Council District Seat to [insert the current limit pursuant to CVMC 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. 2. For a Citywide Seat: NOTICE Page 445 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 8 The City of Chula Vista Municipal Code limits contributions to campaigns for a Citywide Seat to [insert the current limit pursuant to CVMC 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. B. Additional Notice Required if Redistricting Pending. During any campaign cycle where redistricting is pending City Councilmember candidate materials soliciting campaign funds shall also contain the following statement in no less than eight-point type: City campaign rules allow this candidate to transfer funds to a different Council District Seat election contest, or carry over funds to a future Council District Seat election contest, in the event redistricting results in the re-assignment of such candidate to a different Council District Seat. 2.52.120 Contributions for Legal Defense. Notwithstanding anything contained herein to the contrary, a payment to or for the benefit of one holding a City Elective Office or a Candidate made and used for the express purpose of offsetting costs already incurred by that office holder, or Candidate in the defense of a criminal or administrative prosecutorial action, or other legal action relating to an election contest, against said office holder or Candidate and not made or used for the purpose of aiding in the election of said Councilmember, Mayor, City Attorney or Candidate, and not made within (before or after) 100 days of an election in which the office holder or Candidate is competing for a seat or office, shall not be deemed to be a Contribution for the purposes of this chapter. 2.52.125 Electronic Filing of Campaign Statements. A. General. 1. Any Filer required to file Campaign Statements, reports or other FPPC Forms as required by Chapter 4 of the Political Reform Act (California Government Code Section 84100 et seq.) shall file such Campaign Statements using the City Clerk’s online system according to procedures established by the City Clerk (the “Procedures”), unless the Filer is exempt from electronic filing under California Government Code Section 84615, as may be amended from time to time. 2. The City Clerk shall have the authority to establish and amend the procedures, as necessary, to accomplish the following: a. Ensure that the online system complies with the requirements set forth in Section 84615 of the Government Code, as may be amended from time to time; b. Meet the purpose and intent of this section and comply with other applicable law; Page 446 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 9 c. Ensure the integrity of the data transmitted and include safeguards against efforts to tamper with, manipulate, alter, or subvert the data. 3. Online filings made under this chapter will only be accepted if made in the standardized record format that is developed by the California Secretary of State pursuant to Section 84602(a)(2) of the California Government Code, as may be amended from time to time, and that is compatible with the Secretary of State’s system for receiving an online or electronic Campaign Statement. 4. Any Filer who has electronically filed a Campaign Statement using the City Clerk’s online system is not required to file a copy of that document in paper format with the City Clerk. [Section 2.52.130 is deleted in its entirety] 2.52.140 Enforcement; Enforcement Authority. A. General. The City Attorney shall not act as the Enforcement Authority as to alleged violations of this chapter, but shall defend the constitutionality and legality of this chapter in any civil proceeding in which the City or the City Council is a party. B. Enforcement Authority. The Enforcement Authority, as defined by this chapter, or the District Attorney shall investigate or prosecute alleged violations of this chapter. C. Timing of Selection. The Board of Ethics shall solicit proposals from attorneys in accordance with Section 503 of the City Charter and Chapter 2.56 CVMC to act as the Enforcement Authority 12 months prior to a General Election. D. Appointment of Panel. The Board of Ethics shall appoint a panel of no less than three attorneys to act as the Enforcement Authority. These attorneys shall be compensated by the City for work performed pursuant to this chapter. Should the appointment of additional special counsel become necessary or appropriate, the Board of Ethics shall appoint such additional special counsel as may be required. Should the panel consist of fewer than three attorneys due to resignations or otherwise, the Board of Ethics shall appoint additional special counsel. E. Rotation of Assignments. A single member of the special counsel panel will be assigned to each complaint by the City Attorney, or the City Clerk in the event that the City Attorney is the subject of the complaint. Assignments will be made on a rotating basis. F. Immunity to Liability. Special counsel, serving as the Enforcement Authority, shall be immune to liability for enforcement of this chapter. 2.52.143 Enforcement; Complaint Submittal. A. Filing a Complaint. Complaints of violations of this chapter shall be in writing; sworn under penalty of perjury by the complainant, who shall be a resident of the City; accompanied by Page 447 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 10 proof that the complainant is a resident of the City; and submitted to the City Clerk. The complaint shall state a full recitation of all facts that are alleged to constitute a violation of this chapter. B. Correction of Complaint Deficiencies. If a complaint does not comply with these requirements, the City Clerk shall notify the complainant that it is insufficient for filing and identify the insufficiency. The complainant shall have 10 calendar days from the date of the notice to cure the defect. If the defect is not cured in the prescribed timeframe, the case shall be closed. 2.52.145 Enforcement; Complaint Processing. A. Subject of Complaint; Opportunity to Respond. If the complaint meets the requirements of CVMC 2.52.143(A), the City Clerk shall provide a copy of the complaint to the subject of the complaint within two working days. The subject of the complaint shall have five calendar days to provide the City Clerk with a written response, including evidence of any corrective action taken in response to the complaint, if any. The response, if submitted, shall be signed under penalty of perjury. B. Submittal to Enforcement Authority. The City Clerk shall forward the complaint and any written response received to the Enforcement Authority within ten working days of receipt for a probable cause determination. C. Probable Cause Determination. The Enforcement Authority shall make a prima facie probable cause determination within 30 calendar days of receiving the complaint and shall immediately notify the City Clerk, the City Attorney, and Interested Parties upon making its determination. 1. Probable Cause; Knowing or Willful Violation. If the Enforcement Authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the Enforcement Authority. 2. Probable Cause; Negligent Violation. If the Enforcement Authority determines that probable cause exists to find that there was a negligent violation of this chapter, the City Attorney shall forward the complaint to the special counsel who is next in the rotation of panel counsel to act as the Enforcement Authority and take further investigatory and procedural steps necessary to resolve the matter. D. Negligent Violation; Enforcement Authority Handling. 1. Enforcement Authority Duties. Violations of this chapter that are not forwarded to the District Attorney for handling but, rather, are forwarded to the next panel counsel for Page 448 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 11 further investigation pursuant to subsection (C) of this section may be pursued by the Enforcement Authority either through a civil or administrative action. The Enforcement Authority may also commence and prosecute any necessary administrative proceedings or civil litigation to compel compliance with this chapter. No enforcement of prosecution or action by the Enforcement Authority shall be subject to the review or control of the City Attorney or City Council. The special counsel, serving as the Enforcement Authority, may investigate and may institute legal action to prevent further violations. The Enforcement Authority shall use reasonable efforts to complete its investigation and reach a final determination within 180 days of the City forwarding the complaint. The Enforcement Authority shall notify the City Clerk, the City Attorney, and Interested Parties of upon conclusion of the Enforcement Authority’s final determination. 2. Violations of State Law. If the allegation contained in the complaint is also a violation of state law, the special counsel shall not investigate but, rather, shall forward the complaint to the Fair Political Practices Commission or other appropriate state agency. 3. Criminal Prosecution. Criminal prosecution for violations of this chapter must be commenced within one year after the date on which the violation occurred. 4. Civil Prosecution. Civil prosecution for violation of this chapter must be commenced within four years after the date on which the violation occurred. No administrative action alleging a violation of any of the provisions of this chapter shall be commenced more than four years after the date on which the violation occurred. If the person alleged to have violated a provision of this chapter engages in the fraudulent concealment of their acts or identity, the four-year period for civil and administrative actions shall be tolled for the period of concealment. For purposes of this subdivision, “fraudulent concealment” means the person knows of material facts related to their duties under this chapter and knowingly conceals them in performing or omitting to perform those duties, for the purpose of defrauding the public of information to which it is entitled under this title. E. No Violation Found. If the Enforcement Authority or District Attorney determines that no violation occurred, the Enforcement Authority shall review the complaint and, if necessary, conduct further investigation to determine if there is probable cause to find that the complainant committed perjury. If such probable cause exists, the Enforcement Authority shall forward the complaint to the District Attorney for prosecution for perjury. 2.52.150 Penalties. A. Misdemeanor. Any Person who knowingly or willfully violates any provision of this chapter; who knowingly or willfully causes, solicits, advises, or participates with any other Person to violate any provision of this chapter; or who knowingly or willfully aids and abets any other Person in the violation of this chapter shall be guilty of a misdemeanor. B. Monetary Penalties. Page 449 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 12 1. Negligent Violation. Any Person who negligently violates any provision of this chapter shall be liable in a civil or administrative action brought by the Enforcement Authority for an amount not more than $500.00 per violation and shall be required to correct the violation. 2. Intentional Violation. Any Person who intentionally violates any provision of this chapter or causes any other Person to violate any provision of this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $1,000 per violation. 3. Intentional Filing of False Complaint. a. Any Person who intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $2,500 per false complaint filed. b. If the District Attorney determines that the complainant committed perjury in filing the complaint, the complainant may be liable, in addition to any criminal penalties, for damages in the amount of fees, costs and other amounts suffered or incurred as a result of, or arising out of the filing of, such complaint. 4. Use of Funds. Any amounts paid pursuant to this section shall be used to offset the costs of enforcing this chapter. C. Applicability. This section shall apply only to Persons who have filing or reporting obligations under this chapter or the Political Reform Act, or who are compensated for services involving the planning, organization, or directing of any activity regulated or required by this chapter or the Political Reform Act, or anyone who is determined by the District Attorney to have committed perjury in filing a complaint under this chapter. D. Considerations for Remedies and Sanctions. Whether or not a violation is inadvertent, negligent, or deliberate, and the presence or absence of good faith, shall be considered in applying the remedies and sanctions of this chapter. Further, in determining the amount of civil liability, the court may take into account the seriousness of the violation and the degree of culpability of the defendant. If a judgment is entered, the funds recovered shall be deposited into the City’s general fund. [Section 2.52.160 is being deleted in its entirety] 2.52.170 Availability of Records. Unless otherwise prohibited by law, all records pertaining to complaints related to campaign contributions shall be deemed public records upon receipt. Such records include but are not limited Page 450 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance Page 13 to submitted complaints (whether deemed sufficient or insufficient), letters of dismissal, determinations of probable cause, determinations regarding enforcement actions, and legal services agreements with enforcement authorities. These records shall be made available to the public upon request, subject to appropriate redactions in accordance with applicable law. Section II. Severability If any portion of this Ordinance, or its application to any person or circumstance, is for any reason held to be invalid, unenforceable or unconstitutional, by a court of competent jurisdiction, that portion shall be deemed severable, and such invalidity, unenforceability or unconstitutionality shall not affect the validity or enforceability of the remaining portions of the Ordinance, or its application to any other person or circumstance. The City Council of the City of Chula Vista hereby declares that it would have adopted each section, sentence, clause or phrase of this Ordinance, irrespective of the fact that any one or more other sections, sentences, clauses or phrases of the Ordinance be declared invalid, unenforceable or unconstitutional. Section III. Construction The City Council of the City of Chula Vista intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent. Section IV. Effective Date This Ordinance shall take effect and be in force on the thirtieth day after its final passage. Section V. Publication The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law. Presented by Approved as to Form by Marco A. Verdugo Marco A. Verdugo City Attorney City Attorney Kerry K. Bigelow, MMC City Clerk Page 451 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 1 of 14 2.52.010 Title and Purpose and intent. A. Title. This chapter shall be known as the Chula Vista Campaign Contribution Ordinance. A. Purpose. The pPurpose of the Chula Vista Campaign Contribution Ordinance is intended to supplement the Political Reform Act of 1974 (California Government Code Sections 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6, Division 6, Sections 18110 through 18997). All local candidates should be aware that they must comply with this chapter, as well as the PRA and the FPPC regulations, when participating in a local election campaign. B. Sections 81013 and 85703(a) of the PRA authorize the City Council to adopt contribution limitations and prohibitions applicable to elections for local elective office. In enacting this chapter, the City Council finds and declares that moderate monetary contributions to political campaigns are a legitimate form of participation in the American political process. It is the policy of this City to protect the integrity of the City’s electoral process, and to serve the best interests of the citizens of this City by regulating enacting campaign finance rules governing donors and Candidates for City Elective Offices. Inherent in the high cost of election campaigning is the problem potential of for improper influence, real or potential, exercised by campaign contributors over elected officials. It is the purpose and intent of the City Council in enacting this chapter: 1. A. To preserve an orderly political forum in which individuals may express themselves effectively; 2. B. To place realistic and enforceable limits on the amounts of money that may be contributed to political campaigns in City elections; 3. C. To prevent corruption and avoid the appearance of corruption by regulating campaign contributions to candidates for local elective office; 4. D. To provide full and fair enforcement of all the provisions of this chapter; and 5. E. To encourage candidate adherence to election regulations by making them easier to understand. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). C. Applicability. The terms of this chapter are applicable to any contribution made to a Candidate or Candidate-controlled committee whether used by the Candidate to finance a current campaign or to pay debts incurred in prior campaigns. Page 452 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 2 of 14 2.52.020 Interpretation of this chapterRelationship to State Law. A. The terms and phrases in thisThis chapter shall supplement, not replace, the Political Reform Act of 1974 (California Government Code 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6). Donors and Candidates for City Elected Offices must comply with both the requirements of the PRA and the requirements of this chapter. However, to the extent of any conflict between the terms of this Chapter and the terms of the PRA, the terms of this Chapter shall govern to the maximum extent allowed by law. have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations, unless otherwise specified in this chapter. 2.52.030 Definitions. Unless otherwise defined in this Section, the terms and phrases used in this chapter shall have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations. A. “Agent” means a person who acts on behalf or Aat the Bbehest of any other person or accepts a Ccontribution on behalf of a Ccandidate. If an individual acting as an Aagent is also acting as an employee or member of a law, architectural, engineering or consulting firm, or a similar entity or corporation, both the entity or corporation and the individual are “Aagents.” B. “At the Bbehest” means made under the control or at the direction of, in cooperation, consultation, coordination, or concert with, at the request or suggestion of, or with the express prior consent of. C. “Campaign Ccontribution Aaccount” is that account in which all Ccontributions or loans made to the Ccandidate shall be deposited as required by Government Code Section 85201. E. “Candidate” means any individual seeking any City Eelective Ooffice, the candidate’s campaign committee, committee(s) controlled by the Ccandidate, and Aagents of the Ccandidate. F. “City Eelective Ooffice” means the offices held by theof Mayor, members of the City Council, or the City Attorney. The “same City Eelective Ooffice,” as that term is used in this chapter, means the specific seat held byOffice of the Mayor with respect to the Mayor’s seat; , as defined by Charter Section 300(C); the specific seatOffice of held by the City Attorney with respect to the City Page 453 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 3 of 14 Attorney’s seat; or, in the case of a City Council memberCouncil District Seat, the specific Council 1, 2, 3, or 4 held by athe City Council member or campaigned for by a Candidate, or the numbered to which athat City Council member or Ccandidate for such office may be is reassigned as a result of redistricting. For example, if, during the redistricting process, the district lines are redrawn such that the residence of the City Council member representing and running for District 1 or a Ccandidate running for District 1 becomes located within District 2, 3 or 4, the member’s or Ccandidate’s District 1 seat, as the case may be, would be considered, for purposes of this chapter, the “same City Eelective Ooffice” as the District 2, 3 or 4 seat so re-assigned. “Citywide Seat” means the office of Mayor or City Attorney. G. “Contribution” is defined in a manner identical with the definition found in Government Code Section 82015, contained within the Political Reform Act, and any related provisions in the California Code of Regulations. “Contribution Limit” is defined as the maximum allowed contribution from a Person, Organization, Political Party Committee, for any Single Election Contest as provide under CVMC 2.52.040. “Council District Seat” means the office of City Councilmember District 1, 2, 3, or 4. H. “Enforcement Aauthority,” under this chapter, means that special counsel appointed by the City Attorney pursuant to CVMC 2.52.140. “Filer” is any elected officer, Candidate, committee, or other Person required to file Campaign Statements, reports or other documents. “FPPC Form” is any FPPC-developed Campaign Form, including but not limited to Form 460, 470, 496, 497. I. “General Eelection” is that election identified by Charter Section 900901(B) as a “General Municipal Election.”, which is combined with the state primary election. “Net Debts Outstanding” has the same meaning as that set forth in title 2, section 18531.61 of the California Code of Regulations. J. “Organization” means a proprietorship, labor union, firm, partnership, joint venture, syndicate, business, business trust, company, corporation, association, or committee, including a political action committee. “Organization” does not include Ppolitical Pparty Ccommittees, as that term is defined in California Government Code Section 85205. K. “Person” means a natural individual. Page 454 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 4 of 14 “Political Party Committee” is defined in a manner identical with the definition found is as defined in California Government Code Section 85205. L. “Political Reform Act” or “PRA” means the California Political Reform Act of 1974, as amended, found at Government Code Section 81000, et seq., and includes regulations adopted by the Fair Political Practices Commission. “Primary Election” is that election identified by Charter Section 901(A) as a “Primary Municipal Election.” M. “Single Eelection Ccontest” means the election contest scheduled for any one of the following types of elections, each being a “Single Election Contest”: a Primary Election, either a Ggeneral Election or a Sspecial Eelection. N. “Special Eelection” is that electionas defined byin Charter Section 901(C) as a “Special Municipal Election.”. (Ord. 3506 § 1, 2021; Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). “Written Solicitation” means any writing, whether physical or electronic, soliciting, either directly or indirectly, a Contribution to a Candidate. “Written Solicitation” includes, but is not limited to, printed materials, websites, social media, and printed or electronic advertisements. 2.52.040 Campaign Ccontribution Dollar Llimits.. A. Limitations on Contributions by Persons. No Pperson other than a Ccandidate shall make a Ccontribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Person other than the Candidate, for a Single Election Contest in an amount exceeding excess of $800.00 for a Council District Seat or $1,200 for a Citywide Seat $410.00 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of $410.00 from a Pperson for a Ssingle Eelection Ccontest. A candidate may receive up to $410.00 from a person in each of the general and special elections. The contribution limits in this subsection shall be subject to increase as provided in CVMC 2.52.040(D), below, or as may be required by law.adjusted biannually pursuant to subsection (D) of this section. B. Limitations on Contributions by Political Party Committees and Organizations. No Ppolitical Pparty Ccommittee or Organization , as that term is defined in California Government Code Section 85205, shall make a contribution to a Candidate, and no Candidate shall solicit or accept a Contribution in excess of $1,530 from a Political Party Committee or Organization, to a candidate for a Ssingle Eelection Ccontest in an amount exceeding fifty percent of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. No Page 455 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 5 of 14 candidate shall solicit or accept a contribution in excess of $1,410 from a political party committee C. Applicability. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. No organization shall make a contribution to any candidate or candidate- controlled campaign committee. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. All contributions made by a person whose contribution activity is financed, maintained or controlled by an organization or any other person shall be deemed to be made by that organization or other person. If the contribution is deemed made by an organization, it is prohibited. D. Adjustments. The contribution limits set forth in subsection (A) of this section shall be adjusted every odd-numbered year, starting in 2013. The City Clerk shall adjust the contribution limits to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31st of the previous year. Adjustments shall be rounded to the nearest $10.00. The City Clerk shall publish a public notice of any adjustments by March 1st of each odd -numbered year, or as soon after as practicable, following the Bureau of Labor Statistics’ release of the applicable Consumer Price Index data. The adjustments shall go into effect as soon as the public notice is published but shall apply only to elections held in subsequent years. The adjustments shall not be construed to raise the contribution limits applicable to past elections or to special elections held in the same year that the limits are adjusted. E. Expenditures. The contribution limitations imposed by this section are not limitations on expenditures and shall not be construed to limit the expenditures by any Candidate, Person, Organization, or committee.No person shall make a contribution to any candidate and no such candidate shall accept from any person such a contribution sooner than 11 months preceding a single election contest. F. A contribution for an election may be accepted by a candidate after the date of the election only to the extent that the contribution does not exceed net debts outstanding from the election, and the contribution does not otherwise exceed the applicable contribution limit for that election. B. Contributions After an Election. A Contribution for an election may be accepted by a Candidate up to the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office, only to the extent that the Contribution does not exceed a Candidate’s Net Debts Outstanding for that election, and the Contribution does not otherwise exceed the applicable contribution limit for that election. If elected to office, the 11-month period begins on the date of the election. Page 456 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 6 of 14 C. No Solicitations for a General Election Until Primary Election is Held. A Candidate may not solicit or accept contributions for a General Election prior to the holding of the Primary Election for that office. If a Primary Election is canceled because fewer th an three qualified Candidates filed nomination papers for that election, a Candidate may begin soliciting and accepting additional Contributions for the General Election once the City Council takes action to cancel the Primary Election. 2.52.047 Carry-Over of Contributions. A. From a Primary Election to a General Election. A Candidate may carry over Contributions raised in connection with a Primary Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent General Election for the same City Elective Office. In the event that a Special Election for City Elective Office results in a run-off election for the same City Elective Office, a Candidate may carry over Contributions raised in connection with the Special Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent run-off election for the same City Elective Office. B. Redistricting. If, as a result of redistricting, a Candidate’s residence is assigned to a different district, the Candidate may carry over Contributions raised prior to City Council approval of the new district map to pay expenditures in connection with campaigning for election to the newly assigned Council District Seat; provided, however, if the election for the newly assigned Council District Seat will be held at the subsequent election cycle, the Candidate choosing to carry over Contributions raised to fund campaign activities for such subsequent election must discontinue any and all fundraising activities immediately upon City Council approval of the new district map creating re - assignment until fundraising for such subsequent election contest is authorized as provide d in subsection 2.52.045(AE). 2.52.050 Loans and Outstanding Debt. A. Personal Loan from the Candidate; Limitation. A Ccandidate shall not personally loan to his or her their campaign funds, with the intent to receive repayment of those funds in excess, of the an aggregate amount in excess of $510,000 for a Ssingle Eelection Ccontest. B. Loan from Others. 1. In General. Except as provided in subsection 2., below, a loan or extension of credit from a third-party Person or Organization made for the purpose of, or used by a Candidate for, funding such Candidate’s campaign activities shall be considered a Contribution from such maker of the Page 457 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 7 of 14 loan or extender of credit and shall be subject to the Contribution limit specified in CVMC 2.52.040(A). A loan or extension of credit shall be considered a contribution from the maker of the loan or extender of credit and shall be subject to the contribution limit of $410.00 per person, pursuant to CVMC 2.52.040. The $410.00 contribution limit does not apply to loans made to a candidate for the purpose of a campaign by himself or herself or by a commercial lending institution in the lender’s regular course of business on terms available to members of the general public for which the candidate is personally liable. (Ord. 3543 § 1, 2023; Ord. 3499 § 1, 2021; Ord. 3452 § 1, 2019; Ord. 3399 § 1, 2017; Ord. 3340 § 1, 2015; Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2. Exception: Loan by Candidate from Commercial Lending Institution. The contribution limit does not apply to loans made to a Candidate for the purpose of a campaign by a commercial lending institution in the lender’s regular course of business on terms available to members of the general public for which the Candidate is personally liable. C. Repayment of Loans. Repayment of personal loans from the Candidate to their campaign must occur not later than the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. D. Special Rules for Debts Owed to Campaign Consultants and Vendors. Except for legal fees and expenses incurred directly in connection with monitoring the count of absentee or provisional ballots for the election, or with a ballot recount conducted under Chapter 9 (commencing with Section 15600) of Division 15 of the Elections Code for the election, all bills from campaign consultants and vendors must not have been incurred past the election date of the election for which the goods and services were provided. Candidates may only incur additional costs from ongoing services from a fundraiser, treasurer, payment processing service, and other related or ancillary services not later than the first day of the 11th month after the Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. 2.52.060 Notice regarding personal funds. 2.52.070 Campaign contribution account. [Sections 2.52.060 and 2.52.070 are being deleted in their entirety] If a Ccontribution is tendered and would be in violation of this chapter, it shall be returned by the Ccandidate to the contributor within 60 days of receipt by the Ccandidate. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.100 Written Ssolicitations by Ccandidates. A. Notice Required. Any Ccandidate making a Wwritten Ssolicitation for a Ccontribution for his or hertheir campaign for City Eelective Ooffice shall include the following written notice in no less Page 458 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 8 of 14 than eightsix-point type on each such solicitation, which shall include the then current limits for Contributions by Persons and Contributions by Organizations: 1. For a Council District Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Council District Seat City elective office to [insert the current limit pursuant to CVMC 2.52.040(A)] four hundred ten dollars per Pperson and [insert the current limit pursuant to CVMC Organization. 2. For a Citywide Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Citywide Seat to [insert the current limit pursuant to CVMC 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. (Ord. 3543 § 1, 2023; Ord. 3506 § 1, 2021; Ord. 3499 § 1, 2021; Ord. 3452 § 1, 2019; Ord. 3399 § 1, 2017; Ord. 3340 § 1, 2015; Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). B. Additional Notice Required if Redistricting Pending. During any campaign cycle where redistricting is pending City Councilmember candidate materials soliciting campaign funds shall also contain the following statement in no less than eight-point type: City campaign rules allow this candidate to transfer funds to a different Council District Seat election contest, or carry over funds to a future Council District Seat election contest, in the event redistricting results in the re-assignment of such candidate to a different Council District Seat. 2.52.120 Contributions for Llegal Ddefense. Notwithstanding anything contained herein to the contrary, a payment to or for the benefit of one holding a City Elective Office a Councilmember, Mayor, or a Ccandidate made and used for the express purpose of offsetting costs already incurred by that that office holderCouncilmember, Mayor, or Ccandidate in the defense of a criminal or administrative prosecutorial action, or other legal action relating to an election contest, against said Councilmember, Mayor,office holder or Ccandidate and not made or used for the purpose of aiding in the election of said Councilmember, Mayor, City Attorney or Ccandidate, and not made within (before or after) 100 days of an election in which the Councilmember, Mayor,office holder or Ccandidate is competing for a seat or office, shall not be Page 459 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 9 of 14 deemed to be a Ccontribution for the purposes of this chapter. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2.52.125 Electronic Ffiling of Ccampaign disclosure Sstatements. A. General. 1. Any elected officer, candidate, committee, or other personFiler required to file Campaign Statements, reports or other FPPC Forms documents (“statements”) as required by Chapter 4 of the Political Reform Act (California Government Code Section 84100 et seq.) (“filers”) mayshall file such Campaign Statements using the City Clerk’s online system according to procedures established by the City Clerk (the “Pprocedures”), unless the Filer is exempt from electronic filing under California Government Code Section 84615, as may be amended from time to time.. This online filing requirement shall become mandatory beginning July 1, 2017. 2. The City Clerk shall have the authority to establish and amend the procedures, as necessary, to accomplish the following: a. Ensure that the online system complies with the requirements set forth in Section 84615 of the Government Code, as may be amended from time to time; b. Meet the purpose and intent of this section and comply with other applicable law; c. Ensure the integrity of the data transmitted and include safeguards against efforts to tamper with, manipulate, alter, or subvert the data. 3. Online filings made under this chapter will only be accepted if made in the standardized record format that is developed by the California Secretary of State pursuant to Section 84602(a)(2) of the California Government Code, as may be amended from time to time, and that is compatible with the Secretary of State’s system for receiving an online or electronic filingCampaign Statement. B. Procedures for Utilizing Online Filing. 2.52.130 Duties of City Clerk. Page 460 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 10 of 14 2.52.140 Enforcement; Enforcement Authority. A. General. The City Attorney shall not act as the Eenforcement Aauthority as to alleged violations of this chapter, but shall defend the constitutionality and legality of this chapter in any civil proceeding in which the City or the City Council is a party. B. Enforcement Authority. The Eenforcement Aauthority, as defined by this chapter, or the District Attorney shall investigate or prosecute alleged violations of this chapter. C. Timing of Selection. The Board of Ethics shall solicit proposals from attorneys in accordance with Section 503 of the City Charter and Chapter 2.56 CVMC to act as the Enforcement Authority 121 months prior to a Ggeneral Eelection. D. Appointment of Panel. The Board of Ethics shall appoint a panel of no less than three attorneys to act as the Eenforcement Aauthority. These attorneys shall be compensated by the City for work performed pursuant to this chapter. Should the appointment of additional special counsel become necessary or appropriate, the Board of Ethics shall appoint such additional special counsel as may be required. Should the panel consist of fewer than three attorneys due to resignations or otherwise, the Board of Ethics shall appoint additional special counsel. E. Rotation of Assignments. A single member of the special counsel panel will be assigned to each complaint by the City Attorney, or the City Clerk in the event that the City Attorney is the subject of the complaintcase. Assignments will be made on a rotating basis. F. Immunity to Liability. Special counsel, serving as the Enforcement Authority, shall be immune to liability for enforcement of this chapter. 2.52.143 Enforcement; Complaint Submittal. E. A. Filing a Complaint. Complaints of violations of this chapter shall be: in writing; sworn under penalty of perjury by the complainant, who shall be a resident of the City; accompanied by proof that the complainant is a resident of the City; and submitted to the City Clerk. The complaint shall state a full recitation of all facts that are alleged to constitute a violation of this chapter. B. Correction of Complaint Deficiencies. If a complaint does not comply with these requirements, the City Clerk shall return the complaint tonotify the complainant , that it is insufficient for filing and identify the insufficiency. The complainant shall have 10 calendar days from the date of the notice to cure the defect. If the defect is not cured in the prescribed timeframe, the case shall be closed.with an explanation as to why it is insufficient for filing. 2.52.145 Enforcement; Complaint Processing. Page 461 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 11 of 14 A. Subject of Complaint; Opportunity to Respond. If the complaint meets the requirements of CVMC 2.52.143(A), the City Clerk shall provide a copy of the complaint to the subject of the complaint within two working days. The subject of the complaint shall have five calendar days to provide the City Clerk with a written response, including evidence of any corrective action taken in response to the complaint, if any. The response, if submitted, shall be signed under penalty of perjury. BF. Submittal to Enforcement Authority. The City Clerk shall forward the complaint and any written response received to the Eenforcement Aauthority within tenfive working days of receipt for a probable cause determination. If no probable cause is determined to exist, the complaint shall be dismissed summarily and interested parties shall be notified of the dismissal in writing. The enforcement authority shall make a probable cause determination within 30 calendar days of receiving the complaint. 1. G. Probable Cause; Knowing or Willful Violation. If the Enforcement Authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the Enforcement Authority.If probable cause is determined to exist, the enforcement authority shall notify the City Attorney. If the enforcement authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. 1.2. Probable Cause; Negligent Violation. If the Enforcement Authority determines that probable cause exists to find that there was a negligent violation of this chapter, the City Attorney shall forward the complaint to the special counsel who is next in the rotation of panel counsel to act as the Eenforcement Aauthority and take further investigatory and procedural steps necessary to resolve the matter. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. DH. Negligent Violation; Enforcement Authority Handling. 1. Enforcement Authority Duties. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the enforcement authority. Violations of this chapter that are not forwarded to the District Attorney for handling but, rather, are forwarded to the next panel counsel for further investigation pursuant to subsection (CG) of this section may be pursued by the Eenforcement Aauthority either through a civil or administrative action. The Eenforcement Aauthority may also commence and prosecute any Page 462 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 12 of 14 necessary administrative proceedings or civil litigation to compel compliance with this chapter. No enforcement of prosecution or action by the Eenforcement Aauthority shall be subject to the review or control of the City Attorney or City Council. The special counsel, serving as the Enforcement Authority, may investigate and may institute legal action to prevent further violations. The Enforcement Authority shall use reasonable efforts to complete its investigation and reach a final determination within 180 days of the City forwarding the complaint. The Enforcement Authority shall notify the City Clerk, the City Attorney, and Interested Parties of upon conclusion of the Enforcement Authority’s final determination. 2. Violations of State Law. If the allegation contained in the complaint is also a violation of state law, the special counsel shall not investigate but, rather, shall forward the complaint to the Fair Political Practices Commission, or other appropriate state agency. 3. J. Criminal Prosecution. Criminal prosecution for violations of this chapter must be commenced within one year after the date on which the violation occurred. 4. K. Civil Prosecution. Civil prosecution for violation of this chapter must be commenced within four years after the date on which the violation occurred. No administrative action alleging a violation of any of the provisions of this chapter shall be commenced more than four years after the date on which the violation occurred. If the person alleged to have violated a provision of this chapter engages in the fraudulent concealment of his or hertheir acts or identity, the four-year period for civil and administrative actions shall be tolled for the period of concealment. For purposes of this subdivision, “fraudulent concealment” means the person knows of material facts related to his or hertheir duties under this chapter and knowingly conceals them in performing or omitting to perform those duties, for the purpose of defrauding the public of information to which it is entitled under this title. L. Special counsel, serving as the enforcement authority, shall be immune to liability for enforcement of this chapter. EM. No Violation Found. If the Eenforcement Aauthority or District Attorney determines that no violation occurred, the Eenforcement Aauthority shall review the complaint and, if necessary, conduct further investigation to determine if there is probable cause to find that the complainant committed perjury. If such probable cause exists, the Eenforcement Aauthority shall forward the complaint to the District Attorney for prosecution for perjury. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). Page 463 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 13 of 14 2.52.150 Penalties. A. Misdemeanor. Any personPerson who knowingly or willfully violates any provision of this chapter; who knowingly or willfully causes, solicits, advises, or participates with any other personPerson to violate any provision of this chapter; or who knowingly or willfully aids and abets any other personPerson in the violation of this chapter shall be guilty of a misdemeanor. B. Monetary Penalties. 1. Negligent Violation. Any personPerson who negligently violates any provision of this chapter shall be liable in a civil or administrative action brought by the enforcement authorityEnforcement Authority for an amount not more than $500.00 per violation, and shall be required to correct the violation. 2. Intentional Violation. Any personPerson who intentionally violates any provision of this chapter, or causes any other personPerson to violate any provision of this chapter , or intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the enforcement authorityEnforcement Authority for a maximum of $1,000 per violation, or per false complaint filed. 3. Intentional Filing of False Complaint. a. Any Person who intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $2,500 per false complaint filed. b. If the District Attorney determines that the complainant committed perjury in filing the complaint, the complainant may be liable, in addition to any criminal penalties, for damages in the amount of fees, costs and other amounts suffered or incurred as a result of, or arising out of the filing of, such complaint. 4. Use of Funds. Any amounts paid pursuant to this section shall be used to offset the costs of enforcing this chapter. Page 464 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 14 of 14 4. If it is determined by the District Attorney that the complainant committed perjury in filing C. Applicability. This section shall apply only to personsPersons who have filing or reporting obligations under this chapter or the Political Reform Act, or who are compensated for services involving the planning, organization, or directing of any activity regulated or required by this chapter or the Political Reform Act, or anyone who is determined by the District Attorney to have committed perjury in filing a complaint under this chapter. D. Considerations for Remedies and Sanctions. Whether or not a violation is inadvertent, negligent, or deliberate, and the presence or absence of good faith, shall be considered in applying the remedies and sanctions of this chapter. Further, in determining the amount of civil liability, the court may take into account the seriousness of the violation and the degree of culpability of the defendant. If a judgment is entered, the funds recovered shall be deposited into the City’s general fund. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.160 Severability. 2.52.170 Availability of Records. Unless otherwise prohibited by law, all records pertaining to complaints related to campaign contributions shall be deemed public records upon receipt. Such records include but are not limited to submitted complaints (whether deemed sufficient or insufficient), letters of dismissal, determinations of probable cause, determinations regarding enforcement actions, and legal services agreements with enforcement authorities. These records shall be made available to the public upon request, subject to appropriate redactions in accordance with applicable law. Page 465 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 1 of 14 2.52.010 Title and Purpose and intent. A. Title. This chapter shall be known as the Chula Vista Campaign Contribution Ordinance. A. Purpose. The pPurpose of the Chula Vista Campaign Contribution Ordinance is intended to supplement the Political Reform Act of 1974 (California Government Code Sections 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6, Division 6, Sections 18110 through 18997). All local candidates should be aware that they must comply with this chapter, as well as the PRA and the FPPC regulations, when participating in a local election campaign. B. Sections 81013 and 85703(a) of the PRA authorize the City Council to adopt contribution limitations and prohibitions applicable to elections for local elective office. In enacting this chapter, the City Council finds and declares that moderate monetary contributions to political campaigns are a legitimate form of participation in the American political process. It is the policy of this City to protect the integrity of the City’s electoral process, and to serve the best interests of the citizens of this City by regulating enacting campaign finance rules governing donors and Candidates for City Elective Offices. Inherent in the high cost of election campaigning is the problem potential of for improper influence, real or potential, exercised by campaign contributors over elected officials. It is the purpose and intent of the City Council in enacting this chapter: 1. A. To preserve an orderly political forum in which individuals may express themselves effectively; 2. B. To place realistic and enforceable limits on the amounts of money that may be contributed to political campaigns in City elections; 3. C. To prevent corruption and avoid the appearance of corruption by regulating campaign contributions to candidates for local elective office; 4. D. To provide full and fair enforcement of all the provisions of this chapter; and 5. E. To encourage candidate adherence to election regulations by making them easier to understand. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). C. Applicability. The terms of this chapter are applicable to any contribution made to a Candidate or Candidate-controlled committee whether used by the Candidate to finance a current campaign or to pay debts incurred in prior campaigns. Page 466 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 2 of 14 2.52.020 Interpretation of this chapterRelationship to State Law. A. The terms and phrases in thisThis chapter shall supplement, not replace, the Political Reform Act of 1974 (California Government Code 81000, et seq.) (the “PRA”), and the implementing regulations adopted by the Fair Political Practices Commission (the “FPPC”) (see California Code of Regulations, Title 2, Division 6). Donors and Candidates for City Elected Offices must comply with both the requirements of the PRA and the requirements of this chapter. However, to the extent of any conflict between the terms of this Chapter and the terms of the PRA, the terms of this Chapter shall govern to the maximum extent allowed by law. have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations, unless otherwise specified in this chapter. 2.52.030 Definitions. Unless otherwise defined in this Section, the terms and phrases used in this chapter shall have the same definitions given to them in the PRA (see California Government Code Sections 82000 through 82054) and the FPPC regulations. A. “Agent” means a person who acts on behalf or Aat the Bbehest of any other person or accepts a Ccontribution on behalf of a Ccandidate. If an individual acting as an Aagent is also acting as an employee or member of a law, architectural, engineering or consulting firm, or a similar entity or corporation, both the entity or corporation and the individual are “Aagents.” B. “At the Bbehest” means made under the control or at the direction of, in cooperation, consultation, coordination, or concert with, at the request or suggestion of, or with the express prior consent of. C. “Campaign Ccontribution Aaccount” is that account in which all Ccontributions or loans made to the Ccandidate shall be deposited as required by Government Code Section 85201. E. “Candidate” means any individual seeking any City Eelective Ooffice, the candidate’s campaign committee, committee(s) controlled by the Ccandidate, and Aagents of the Ccandidate. F. “City Eelective Ooffice” means the offices held by theof Mayor, members of the City Council, or the City Attorney. The “same City Eelective Ooffice,” as that term is used in this chapter, means the specific seat held byOffice of the Mayor with respect to the Mayor’s seat; , as defined by Charter Section 300(C); the specific seatOffice of held by the City Attorney with respect to the City Page 467 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 3 of 14 Attorney’s seat; or, in the case of a City Council memberCouncil District Seat, the specific Council 1, 2, 3, or 4 held by athe City Council member or campaigned for by a Candidate, or the numbered to which athat City Council member or Ccandidate for such office may be is reassigned as a result of redistricting. For example, if, during the redistricting process, the district lines are redrawn such that the residence of the City Council member representing and running for District 1 or a Ccandidate running for District 1 becomes located within District 2, 3 or 4, the member’s or Ccandidate’s District 1 seat, as the case may be, would be considered, for purposes of this chapter, the “same City Eelective Ooffice” as the District 2, 3 or 4 seat so re-assigned. “Citywide Seat” means the office of Mayor or City Attorney. G. “Contribution” is defined in a manner identical with the definition found in Government Code Section 82015, contained within the Political Reform Act, and any related provisions in the California Code of Regulations. “Contribution Limit” is defined as the maximum allowed contribution from a Person, Organization, Political Party Committee, for any Single Election Contest as provide under CVMC 2.52.040. “Council District Seat” means the office of City Councilmember District 1, 2, 3, or 4. H. “Enforcement Aauthority,” under this chapter, means that special counsel appointed by the City Attorney pursuant to CVMC 2.52.140. “Filer” is any elected officer, Candidate, committee, or other Person required to file Campaign Statements, reports or other documents. “FPPC Form” is any FPPC-developed Campaign Form, including but not limited to Form 460, 470, 496, 497. I. “General Eelection” is that election identified by Charter Section 900901(B) as a “General Municipal Election.”, which is combined with the state primary election. “Net Debts Outstanding” has the same meaning as that set forth in title 2, section 18531.61 of the California Code of Regulations. J. “Organization” means a proprietorship, labor union, firm, partnership, joint venture, syndicate, business, business trust, company, corporation, association, or committee, including a political action committee. “Organization” does not include Ppolitical Pparty Ccommittees, as that term is defined in California Government Code Section 85205. K. “Person” means a natural individual. Page 468 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 4 of 14 “Political Party Committee” is defined in a manner identical with the definition found is as defined in California Government Code Section 85205. L. “Political Reform Act” or “PRA” means the California Political Reform Act of 1974, as amended, found at Government Code Section 81000, et seq., and includes regulations adopted by the Fair Political Practices Commission. “Primary Election” is that election identified by Charter Section 901(A) as a “Primary Municipal Election.” M. “Single Eelection Ccontest” means the election contest scheduled for any one of the following types of elections, each being a “Single Election Contest”: a Primary Election, either a Ggeneral Election or a Sspecial Eelection. N. “Special Eelection” is that electionas defined byin Charter Section 901(C) as a “Special Municipal Election.”. (Ord. 3506 § 1, 2021; Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). “Written Solicitation” means any writing, whether physical or electronic, soliciting, either directly or indirectly, a Contribution to a Candidate. “Written Solicitation” includes, but is not limited to, printed materials, websites, social media, and printed or electronic advertisements. 2.52.040 Campaign Ccontribution Dollar Llimits.. A. Limitations on Contributions by Persons. No Pperson other than a Ccandidate shall make a Ccontribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Person other than the Candidate, for a Single Election Contest in an amount exceeding excess of fifteen percent for a Council District Seat or twenty percent for a Citywide Seat of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. $800.00 for a Council District Seat or $1,200 for a Citywide Seat $410.00 to a candidate for a single election contest. No candidate shall solicit or accept a contribution in excess of $410.00 from a Pperson for a Ssingle Eelection Ccontest. A candidate may receive up to $410.00 from a person in each of the general and special elections. The contribution limits in this subsection shall be subject to increase as provided in CVMC 2.52.040(D), below, or as may be required by law.adjusted biannually pursuant to subsection (D) of this section. B. Limitations on Contributions by Political Party Committees and Organizations. No Ppolitical Pparty Ccommittee or Organization , as that term is defined in California Government Code Section 85205, shall make a contribution to a Candidate, and no Candidate shall solicit or accept a Contribution in excess of $1,530 from a Political Party Committee or Organization to a candidate for Page 469 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 5 of 14 a Ssingle Eelection Ccontest in an amount exceeding fifty percent of the limit established for of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. No candidate shall C. Applicability. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. No organization shall make a contribution to any candidate or candidate- controlled campaign committee. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. All contributions made by a person whose contribution activity is financed, maintained or controlled by an organization or any other person shall be deemed to be made by that organization or other person. If the contribution is deemed made by an organization, it is prohibited. D. Adjustments. The contribution limits set forth in this section shall be adjusted every odd- numbered year, starting in 2013. The City Clerk shall adjust the contribution limits to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31st of the previous year. Adjustments shall be rounded to the nearest $10.00. The City Clerk shall publish a public notice of any adjustments by March 1st of each odd -numbered year, or as soon after as practicable, following the Bureau of Labor Statistics’ release of the applicable Consumer Price Index data. The adjustments shall go into effect as soon as the public notice is published but shall apply only to elections held in subsequent years. The adjustments shall not be construed to raise the contribution limits applicable to past elections or to special elections held in the same year that the limits are adjusted. F. A contribution for an election may be accepted by a candidate after the date of the election only to the extent that the contribution does not exceed net debts outstanding from the election, and the contribution does not otherwise exceed the applicable contribution limit for that election. B. Contributions After an Election. A Contribution for an election may be accepted by a Candidate up to the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office, only to the extent that the Contribution does not exceed a Candidate’s Net Debts Outstanding for that election, and the Contribution does not otherwise exceed the applicable contribution limit for that election. If elected to office, the 11-month period begins on the date of the election. C. No Solicitations for a General Election Until Primary Election is Held. A Candidate may not solicit or accept contributions for a General Election prior to the holding of the Primary Election for that office. If a Primary Election is canceled because fewer than three qualified Candidates filed nomination papers for that election, a Candidate may begin soliciting and accepting additional Page 470 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 6 of 14 Contributions for the General Election once the City Council takes action to cancel the Primary Election. 2.52.047 Carry-Over of Contributions. A. From a Primary Election to a General Election. A Candidate may carry over Contributions raised in connection with a Primary Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent General Election for the same City Elective Office. In the event that a Special Election for City Elective Office results in a run-off election for the same City Elective Office, a Candidate may carry over Contributions raised in connection with the Special Election for City Elective Office to pay campaign expenditures incurred in connection with a subsequent run-off election for the same City Elective Office. B. Redistricting. If, as a result of redistricting, a Candidate’s residence is assigned to a different district, the Candidate may carry over Contributions raised prior to City Council approval of the new district map to pay expenditures in connection with campaigning for election to the newly assigned Council District Seat; provided, however, if the election for the newly assigned Council District Seat will be held at the subsequent election cycle, the Candidate choosing to carry over Contributions raised to fund campaign activities for such subsequent election must discontinue any and all fundraising activities immediately upon City Council approval of the new district map creating re- assignment until fundraising for such subsequent election contest is authorized as provided in subsection 2.52.045(AE). 2.52.050 Loans and Outstanding Debt. A. Personal Loan from the Candidate; Limitation. A Ccandidate shall not personally loan to his or her their campaign funds, with the intent to receive repayment of those funds in excess, of the an aggregate amount in excess of $510,000 for a Ssingle Eelection Ccontest. B. Loan from Others. 1. In General. Except as provided in subsection 2., below, a loan or extension of credit from a third-party Person or Organization made for the purpose of, or used by a Candidate for, funding such Candidate’s campaign activities shall be considered a Contribution from such maker of the loan or extender of credit and shall be subject to the Contribution limit specified in CVMC 2.52.040(A). A loan or extension of credit shall be considered a contribution from the maker of the loan or extender of credit and shall be subject to the contribution limit of $410.00 per person, pursuant to CVMC 2.52.040. The $410.00 contribution limit does not apply to loans Page 471 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 7 of 14 made to a candidate for the purpose of a campaign by himself or herself or by a commercial 2. Exception: Loan by Candidate from Commercial Lending Institution. The contribution limit does not apply to loans made to a Candidate for the purpose of a campaign by a commercial lending institution in the lender’s regular course of business on terms available to members of the general public for which the Candidate is personally liable. C. Repayment of Loans. Repayment of personal loans from the Candidate to their campaign must occur not later than the first day of the 11th month after a Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. D. Special Rules for Debts Owed to Campaign Consultants and Vendors. Except for legal fees and expenses incurred directly in connection with monitoring the count of absentee or provisional ballots for the election, or with a ballot recount conducted under Chapter 9 (commencing with Section 15600) of Division 15 of the Elections Code for the election, all bills from campaign consultants and vendors must not have been incurred past the election date of the election for which the goods and services were provided. Candidates may only incur additional costs from ongoing services from a fundraiser, treasurer, payment processing service, and other related or ancillary services not later than the first day of the 11th month after the Candidate’s withdrawal, defeat, or election to office. If elected to office, the 11-month period begins on the date of the election. 2.52.060 Notice regarding personal funds. 2.52.070 Campaign contribution account. [Sections 2.52.060 and 2.52.070 are being deleted in their entirety] If a Ccontribution is tendered and would be in violation of this chapter, it shall be returned by the Ccandidate to the contributor within 60 days of receipt by the Ccandidate. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.100 Written Ssolicitations by Ccandidates. A. Notice Required. Any Ccandidate making a Wwritten Ssolicitation for a Ccontribution for his or hertheir campaign for City Eelective Ooffice shall include the following written notice in no less than eightsix-point type on each such solicitation, which shall include the then current limits for Contributions by Persons and Contributions by Organizations: 1. For a Council District Seat: NOTICE Page 472 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 8 of 14 The City of Chula Vista Municipal Code limits contributions to campaigns for a Council District Seat City elective office to [insert the current limit pursuant to CVMC 2.52.040(A)] and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. 2. For a Citywide Seat: NOTICE The City of Chula Vista Municipal Code limits contributions to campaigns for a Citywide Seat to [insert the current limit pursuant to CVMC 2.52.040(A)] dollars per Person and [insert the current limit pursuant to CVMC 2.52.040(B)] dollars per Organization. (Ord. 3543 § 1, 2023; Ord. 3506 § 1, 2021; Ord. 3499 § 1, 2021; Ord. 3452 § 1, 2019; Ord. 3399 § 1, 2017; Ord. 3340 § 1, 2015; Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). B. Additional Notice Required if Redistricting Pending. During any campaign cycle where redistricting is pending City Councilmember candidate materials soliciting campaign funds shall also contain the following statement in no less than eight-point type: City campaign rules allow this candidate to transfer funds to a different Council District Seat election contest, or carry over funds to a future Council District Seat election contest, in the event redistricting results in the re-assignment of such candidate to a different Council District Seat. 2.52.120 Contributions for Llegal Ddefense. Notwithstanding anything contained herein to the contrary, a payment to or for the benefit of one holding a City Elective Office a Councilmember, Mayor, or a Ccandidate made and used for the express purpose of offsetting costs already incurred by that that office holderCouncilmember, Mayor, or Ccandidate in the defense of a criminal or administrative prosecutorial action, or other legal action relating to an election contest, against said Councilmember, Mayor,office holder or Ccandidate and not made or used for the purpose of aiding in the election of said Councilmember, Mayor, City Attorney or Ccandidate, and not made within (before or after) 100 days of an election in which the Councilmember, Mayor,office holder or Ccandidate is competing for a seat or office, shall not be deemed to be a Ccontribution for the purposes of this chapter. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.125 Electronic Ffiling of Ccampaign disclosure Sstatements. A. General. Page 473 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 9 of 14 1. Any elected officer, candidate, committee, or other personFiler required to file Campaign Statements, reports or other FPPC Forms documents (“statements”) as required by Chapter 4 of the Political Reform Act (California Government Code Section 84100 et seq.) (“filers”) mayshall file such Campaign Statements using the City Clerk’s online system according to procedures established by the City Clerk (the “Pprocedures”), unless the Filer is exempt from electronic filing under California Government Code Section 84615, as may be amended from time to time.. This online filing requirement shall become mandatory beginning July 1, 2017. 2. The City Clerk shall have the authority to establish and amend the procedures, as necessary, to accomplish the following: a. Ensure that the online system complies with the requirements set forth in Section 84615 of the Government Code, as may be amended from time to time; b. Meet the purpose and intent of this section and comply with other applicable law; c. Ensure the integrity of the data transmitted and include safeguards against efforts to tamper with, manipulate, alter, or subvert the data. 3. Online filings made under this chapter will only be accepted if made in the standardized record format that is developed by the California Secretary of State pursuant to Section 84602(a)(2) of the California Government Code, as may be amended from time to time, and that is compatible with the Secretary of State’s system for receiving an online or electronic filingCampaign Statement. B. Procedures for Utilizing Online Filing. 2.52.130 Duties of City Clerk. 2.52.140 Enforcement; Enforcement Authority. A. General. The City Attorney shall not act as the Eenforcement Aauthority as to alleged violations of this chapter, but shall defend the constitutionality and legality of this chapter in any civil proceeding in which the City or the City Council is a party. B. Enforcement Authority. The Eenforcement Aauthority, as defined by this chapter, or the District Attorney shall investigate or prosecute alleged violations of this chapter. Page 474 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 10 of 14 C. Timing of Selection. The Board of Ethics shall solicit proposals from attorneys in accordance with Section 503 of the City Charter and Chapter 2.56 CVMC to act as the Enforcement Authority 121 months prior to a Ggeneral Eelection. D. Appointment of Panel. The Board of Ethics shall appoint a panel of no less than three attorneys to act as the Eenforcement Aauthority. These attorneys shall be compensated by the City for work performed pursuant to this chapter. Should the appointment of additional special counsel become necessary or appropriate, the Board of Ethics shall appoint such additional special counsel as may be required. Should the panel consist of fewer than three attorneys due to resignations or otherwise, the Board of Ethics shall appoint additional special counsel. E. Rotation of Assignments. A single member of the special counsel panel will be assigned to each complaint by the City Attorney, or the City Clerk in the event that the City Attorney is the subject of the complaintcase. Assignments will be made on a rotating basis. F. Immunity to Liability. Special counsel, serving as the Enforcement Authority, shall be immune to liability for enforcement of this chapter. 2.52.143 Enforcement; Complaint Submittal. E. A. Filing a Complaint. Complaints of violations of this chapter shall be: in writing; sworn under penalty of perjury by the complainant, who shall be a resident of the City; accompanied by proof that the complainant is a resident of the City; and submitted to the City Clerk. The complaint shall state a full recitation of all facts that are alleged to constitute a violation of this chapter. B. Correction of Complaint Deficiencies. If a complaint does not comply with these requirements, the City Clerk shall return the complaint tonotify the complainant , that it is insufficient for filing and identify the insufficiency. The complainant shall have 10 calendar days from the date of the notice to cure the defect. If the defect is not cured in the prescribed timeframe, the case shall be closed.with an explanation as to why it is insufficient for filing. 2.52.145 Enforcement; Complaint Processing. A. Subject of Complaint; Opportunity to Respond. If the complaint meets the requirements of CVMC 2.52.143(A), the City Clerk shall provide a copy of the complaint to the subject of the complaint within two working days. The subject of the complaint shall have five calendar days to provide the City Clerk with a written response, including evidence of any corrective action taken in response to the complaint, if any. The response, if submitted, shall be signed under penalty of perjury. Page 475 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 11 of 14 BF. Submittal to Enforcement Authority. The City Clerk shall forward the complaint and any written response received to the Eenforcement Aauthority within tenfive working days of receipt for a probable cause determination. If no probable cause is determined to exist, the complaint shall be dismissed summarily and interested parties shall be notified of the dismissal in writing. The enforcement authority shall make a probable cause determination within 30 calendar days of receiving the complaint. 1. G. Probable Cause; Knowing or Willful Violation. If the Enforcement Authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the Enforcement Authority.If probable cause is determined to exist, the enforcement authority shall notify the City Attorney. If the enforcement authority determines that probable cause exists to find that there was a knowing or willful violation of this chapter, the City Attorney shall forward the complaint to the District Attorney for further handling. 1.2. Probable Cause; Negligent Violation. If the Enforcement Authority determines that probable cause exists to find that there was a negligent violation of this chapter, the City Attorney shall forward the complaint to the special counsel who is next in the rotation of panel counsel to act as the Eenforcement Aauthority and take further investigatory and procedural steps necessary to resolve the matter. However, if the City Attorney is the subject of the complaint, the duties of the City Attorney under this section shall be handled by the City Clerk. DH. Negligent Violation; Enforcement Authority Handling. 1. Enforcement Authority Duties. Violations of this chapter that are forwarded to the District Attorney for handling shall not be subject to further action by the enforcement authority. Violations of this chapter that are not forwarded to the District Attorney for handling but, rather, are forwarded to the next panel counsel for further investigation pursuant to subsection (CG) of this section may be pursued by the Eenforcement Aauthority either through a civil or administrative action. The Eenforcement Aauthority may also commence and prosecute any necessary administrative proceedings or civil litigation to compel compliance with this chapter. No enforcement of prosecution or action by the Eenforcement Aauthority shall be subject to the review or control of the City Attorney or City Council. The special counsel, serving as the Enforcement Authority, may investigate and may institute legal action to prevent further violations. The Enforcement Authority shall use reasonable efforts to complete its investigation and reach a final determination within 180 days of the City forwarding the complaint. The Page 476 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 12 of 14 Enforcement Authority shall notify the City Clerk, the City Attorney, and Interested Parties of upon conclusion of the Enforcement Authority’s final determination. 2. Violations of State Law. If the allegation contained in the complaint is also a violation of state law, the special counsel shall not investigate but, rather, shall forward the complaint to the Fair Political Practices Commission, or other appropriate state agency. 3. J. Criminal Prosecution. Criminal prosecution for violations of this chapter must be commenced within one year after the date on which the violation occurred. 4. K. Civil Prosecution. Civil prosecution for violation of this chapter must be commenced within four years after the date on which the violation occurred. No administrative action alleging a violation of any of the provisions of this chapter shall be commenced more than four years after the date on which the violation occurred. If the person alleged to have violated a provision of this chapter engages in the fraudulent concealment of his or hertheir acts or identity, the four-year period for civil and administrative actions shall be tolled for the period of concealment. For purposes of this subdivision, “fraudulent concealment” means the person knows of material facts related to his or hertheir duties under this chapter and knowingly conceals them in performing or omitting to perform those duties, for the purpose of defrauding the public of information to which it is entitled under this title. L. Special counsel, serving as the enforcement authority, shall be immune to liability for enforcement of this chapter. EM. No Violation Found. If the Eenforcement Aauthority or District Attorney determines that no violation occurred, the Eenforcement Aauthority shall review the complaint and, if necessary, conduct further investigation to determine if there is probable cause to find that the complainant committed perjury. If such probable cause exists, the Eenforcement Aauthority shall forward the complaint to the District Attorney for prosecution for perjury. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.150 Penalties. A. Misdemeanor. Any personPerson who knowingly or willfully violates any provision of this chapter; who knowingly or willfully causes, solicits, advises, or participates with any other Page 477 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 13 of 14 personPerson to violate any provision of this chapter; or who knowingly or willfully aids and abets other personPerson in the violation of this chapter shall be guilty of a misdemeanor. B. Monetary Penalties. 1. Negligent Violation. Any personPerson who negligently violates any provision of this chapter shall be liable in a civil or administrative action brought by the enforcement authorityEnforcement Authority for an amount not more than $500.00 per violation, and shall be required to correct the violation. 2. Intentional Violation. Any personPerson who intentionally violates any provision of this chapter, or causes any other personPerson to violate any provision of this chapter , or intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the enforcement authorityEnforcement Authority for a maximum of $1,000 per violation, or per false complaint filed. 3. Intentional Filing of False Complaint. a. Any Person who intentionally files a false complaint under this chapter shall be liable in a civil administrative action brought by the Enforcement Authority for a maximum of $2,500 per false complaint filed. b. If the District Attorney determines that the complainant committed perjury in filing the complaint, the complainant may be liable, in addition to any criminal penalties, for damages in the amount of fees, costs and other amounts suffered or incurred as a result of, or arising out of the filing of, such complaint. 4. Use of Funds. Any amounts paid pursuant to this section shall be used to offset the costs of enforcing this chapter. 4. If it is determined by the District Attorney that the complainant committed perjury in filing the complaint, the complainant may be liable, in addition to any criminal penalties, for damages in the amount of fees, costs and other amounts suffered or incurred as a result of, or arising out of the filing of, such complaint. Page 478 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Chapter 2.52 CVMC, Campaign Contributions Page 14 of 14 C. Applicability. This section shall apply only to personsPersons who have filing or reporting under this chapter or the Political Reform Act, or who are compensated for services involving the planning, organization, or directing of any activity regulated or required by this chapter or the Political Reform Act, or anyone who is determined by the District Attorney to have committed perjury in filing a complaint under this chapter. D. Considerations for Remedies and Sanctions. Whether or not a violation is inadvertent, negligent, or deliberate, and the presence or absence of good faith, shall be considered in applying the remedies and sanctions of this chapter. Further, in determining the amount of civil liability, the court may take into account the seriousness of the violation and the degree of culpability of the defendant. If a judgment is entered, the funds recovered shall be deposited into the City’s general fund. (Ord. 3179 § 1, 2011; Ord. 3086 § 1, 2007). 2.52.160 Severability. 2.52.170 Availability of Records. Unless otherwise prohibited by law, all records pertaining to complaints related to campaign contributions shall be deemed public records upon receipt. Such records include but are not limited to submitted complaints (whether deemed sufficient or insufficient), letters of dismissal, determinations of probable cause, determinations regarding enforcement actions, and legal services agreements with enforcement authorities. These records shall be made available to the public upon request, subject to appropriate redactions in accordance with applicable law. Page 479 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Attachment 3 – Comparison of Ordinances A and B 2.52.040 Campaign Contribution Dollar Limits. A. Limitations on Contributions by Persons. No Person other than a Candidate shall make a Contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Person other than the Candidate, for a Single Election Contest in an amount exceeding fifteen percent for a Council District Seat or twenty percent for a Citywide Seat of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. $800.00 for a Council District Seat or $1,200 for a Citywide Seat from a Person for a Single Election Contest. The contribution limits in this subsection shall be subject to increase as provided in CVMC 2.52.040(D), below, or as may be required by law. B. Limitations on Contributions by Political Party Committees and Organizations. No Political Party Committee or Organization shall make a contribution to a Candidate, and no Candidate shall solicit or accept a Contribution from a Political Party Committee or Organization, for a Single Election Contest in an amount exceeding fifty percent of the limit established for members of the State Senate under Government Code Section 85301(a), as that limit may be adjusted by the Fair Political Practices Commission pursuant to Government Code Section 83124. C. Applicability. This chapter shall not apply to contributions made to a committee that is organized solely for the purpose of supporting or opposing the qualification for the ballot or adoption of one or more City measures. D. Adjustments. The contribution limits set forth in subsection (A) of this section shall be adjusted every odd-numbered year. The City Clerk shall adjust the contribution limits to reflect any changes in the Consumer Price Index for the San Diego area for the two-year period ending on December 31st of the previous year. Adjustments shall be rounded to the nearest $10.00. The City Clerk shall publish a public notice of any adjustments by March 1st of each odd-numbered year, or as soon after as practicable, following the Bureau of Labor Statistics’ release of the applicable Consumer Price Index data. The adjustments shall go into effect as soon as the public notice is published but shall apply only to elections held in subsequent years. The adjustments shall not be construed to raise the contribution limits applicable to past elections or to special elections held in the same year that the limits are adjusted. ED. Expenditures. The contribution limitations imposed by this section are not limitations on expenditures and shall not be construed to limit the expenditures by any Candidate, Person, Organization, or committee. Page 480 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 481 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 482 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City Charter §905: Prevent undue influence from campaign contributions Municipal Code requires campaign contribution regulations Ordinance ensures: transparency, fairness, accountability, ethical conduct Campaign Contribution Ordinance adopted in 1989 (CVMC 2.52) Recent Council discussions: Feb 14, 2023 • May 13, 2025 • Aug 5, 2025 Aug 5, 2025: Council directed revisions presented today Page 483 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 484 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Ordinance A •Fixed dollar limits ($800 / $1,200) •City Clerk adjusts for inflation every 2 years Ordinance B •Individual contribution limits tied to % of Senate limit •District = 15% ($885) •Citywide = 20% ($1,180) •Automatically adjusts with FPPC updates •Approach mirrors the new State Senate–based methodology for political party committees/ organizations Page 485 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Provision Ordinance A Ordinance B Individual Contribution –District Seats $800 15% Senate limit ($885) Individual Contribution –Citywide Seats $1,200 20% Senate limit ($1,180) Adjustment Method for Individual Contributions City Clerk every 2 years Automatic with FPPC Political Party Committees/Organizations 50% Senate limit ($2,950) 50% Senate limit ($2,950) Candidate Loans to Themselves $10,000 $10,000 Repayment Deadline 11 months 11 months False Complaints $2,500 $2,500 Page 486 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 487 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda v . 0 0 5 P a g e | 1 September 9, 2025 ITEM TITLE Council Policies: Consider Adopting a City Council Policy on City Asset Naming and Renaming Report Number: 25-0226 Location: No specific geographic location Department: City Manager G.C. § 84308 Regulations Apply: No 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 a City Council Policy on City Asset Naming and Renaming. SUMMARY In November 2022, following extensive public outreach and recommendations, the Chula Vista City Council directed staff to develop a formal policy for naming and renaming City assets consistent with the Christopher Columbus and Discovery Park Task Force recommendations. This policy creates a process and uniform guidelines for naming or renaming of City assets including, but not limited to, City parks, recreational facilities, and other municipal buildings. This process is meant to ensure transparency and allow for public participation. 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. BOARD/COMMISSION/COMMITTEE RECOMMENDATION Not applicable. Page 488 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 2 DISCUSSION Progress continues on the comprehensive review of approximately 160 policies adopted by the City Council from 1962 to 2024. These policies serve as the official description of a City procedure, policy, or practi ce. A policy may derive from an ordinance, resolution, administrative regulation, or department policy. In fall of 2022, the City Manager initiated a review of City Council policies to identify policies for revision or recission, or any new policies that the City Council should consider for adoption. In the spring of 2024, a workgroup including staff from the City Manager, City Clerk, and City Attorney departments was formed to coordinate this effort. In December 2022, the City Council adopted changes to one policy. In November 2024, the City Council adopted changes to three policies and rescinded four policies. In May 2025, the City Council adopted changes to three policies and rescinded twelve policies. As stated previously, following City Council direction, staff is bringing forward the following policy for City Council consideration. New City Council Policy City Asset Naming and Renaming (Policy Number to be Established after Adoption) In November 2022, following extensive public outreach and recommendations by the Christopher Columbus and Discovery Park Task Force (the “Task Force”) (Attachment 2), the Chula Vista City Council directed staff to develop a formal policy for naming and renaming City assets consistent with the Task Force recommendations. This policy creates a process and uniform guidelines for naming or renaming of City assets including, but not limited to, City parks, recreational facilities, and o ther municipal buildings. This process is meant to ensure transparency and allow for public participation. This proposed policy outlines criteria, conditions, and procedures that govern naming and renaming of City assets in order to maintain their integrity, to encourage philanthropic giving while acknowledging public investments, and to safeguard against unwanted commercialization of City assets (Attachment 1). 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 Councilmembers 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 Councilmember, 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 as a result of this action. The fiscal impact of renaming an asset would be presented to Council as part of any future renaming item. ONGOING FISCAL IMPACT Page 489 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda P a g e | 3 There is no ongoing fiscal impact as a result of this action. ATTACHMENTS 1. City Asset Naming and Renaming – Proposed New Council Policy 2. Monument Installation and Naming/Renaming City Assets Framework from the Columbus Statue Removal Task Force Staff Contact: Courtney Chase, Deputy City Manager Lois Yum, Special Projects Manager Page 490 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Form Rev 3/6/2023 RESOLUTION NO. __________ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING A NEW CITY COUNCIL POLICY ON CITY ASSET NAMING AND RENAMING WHEREAS, City Council policies are the official description of a City procedure, policy or practice; and WHEREAS, the naming of City assets carries significant meaning for the Chula Vista community, reflecting the City’s history, culture, geography, and identity; and WHEREAS, the City Council has determined that the process of naming or renaming assets should be guided by principles of consistency, fairness, transparency, and community engagement; and WHEREAS, in November 2022, following extensive public outreach and recommendations by the Christopher Columbus and Discovery Park Task Force, the Chula Vista City Council directed staff to develop a formal policy for naming and renaming City assets consistent with those recommendations; and WHEREAS, the City Asset Naming and Renaming City Council Policy establishes a clear process and uniform guidelines for the naming or renaming of City assets, including, but not limited to, City parks, recreational facilities, and other municipal buildings; and WHEREAS, this new policy outlines criteria, conditions, and procedures that govern naming and renaming of City assets in order to maintain their integrity, encourage philanthropic giving while acknowledging public investments, safeguard against unwanted commercialization, and ensure transparency and broad community acceptance; and WHEREAS, adoption of the City Asset Naming and Renaming City Council Policy is part of the City’s ongoing effort to comprehensively review existing policies, rescind outdated policies, and adopt new policies that strengthen City governance practices. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista, that it adopts a new Council Policy on City Asset Naming and Renaming, attached hereto as Exhibit 1, in the form presented, with such minor modifications as may be required or approved by the City Attorney. Presented by Approved as to Form by Courtney Chase Marco A. Verdugo Deputy City Manager City Attorney Page 491 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: 1 of 6 I. BACKGROUND The naming of City assets—including parks, facilities, buildings, and other public spaces—carries significant meaning for the Chula Vista community. Names reflect the City’s history, culture, geography, and identity, while also shaping how residents and visitors connect with public spaces. The process of naming or renaming assets should therefore be guided by principles of consistency, fairness, transparency, and community engagement. II. PURPOSE To establish a policy creating a process and uniform guidelines for Naming or Renaming of City Assets including, but not limited to, City parks, recreational facilities, and other municipal buildings. This process is meant to ensure transparency, allow for public participation, and preserve the integrity and legacy of City Assets. This Policy outlines criteria, conditions, and procedures that govern Naming and Renaming of City Assets in order to: Maintain their integrity and future relevance; Encourage philanthropic giving while acknowledging public investments; Safeguard against unwanted commercialization of City Assets; and Ensure broad community acceptance. This Policy does not apply to: Street Names (See Chula Vista Municipal Code Chapter 12.44). City-owned facilities used for City administration or other City business. Such facilities include, without limitation, the Civic Center, City Council Chambers, police facility, and fire facilities. III. DEFINITIONS City Assets: Tangible or intangible items of value that are owned or created by the City, including but not limited to City Facilities. City Facilities: Any part of real property or structure owned by the City or for which Naming rights are conferred by agreement, including, but not limited to parks, libraries, recreational facilities and buildings, Page 492 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: 2 of 6 parking facilities, interior or ancillary features that are a part of, or within, a larger facility and other City facilities. Commission: Any board or commission as recognized by the City of Chula Vista City Council and/or City Charter. Department Director: Appointed director of the department that oversees the City Asset eligible for Naming, Renaming, or monument installation. The director may assign this responsibility to other department staff within their delegation of authority. Donation or gift: A monetary (cash) contribution, endowments, personal property, real property, financial securities, equipment, in-kind goods or services, or any other City Asset that the City has accepted and for which the Donor has not received any goods or services in return. For purposes of this Council Policy, the terms “donation” and “gift” shall be synonymous. Donor: A person or other legal entity that proposes or provides a Donation to the City. Funding: Financial or in-kind resources to provide funding that might result in Naming or Renaming. Funding Source: The source of Funding which can include individuals, nonprofit organizations, and for- profit entities. Naming: The selection and approval by the City for the initial Naming of a City Asset other than those excluded from this policy. Renaming: The selection and approval by the City of a new name for an existing City Asset other than those excluded from this policy. IV. GUIDELINES The Naming or Renaming of City Assets are pursuant to the following guidelines in order of preference: 1. Geographic Location. Whenever possible, all City Assets will be considered for their geographic location. Creating names based on the asset’s geographic location should be considered first. The geographic location may be based on the relationship of the asset to a specific place, neighborhood, major street, regional area of the City or the City’s name if the asset serves the entire community. Page 493 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: 3 of 6 4 of 6 2. Other Considerations. Consideration of names may also include a prominent form of topography, prominent flora, names that strengthen neighborhood or city identity, and cultural or historical precedent. 3. Extraordinary Circumstances. Only under extraordinary circumstances and with broad public support will the City consider Naming or Renaming a City Asset after a person or group. Eligible names must meet all of the following criteria: a. The person, group, or organization made lasting and significant contributions to the protection of natural or cultural resources of the City of Chula Vista; b. The person, group, or organization had a significant positive impact on the lives of Chula Vista’s residents; c. The person, group, or organization offered significant volunteerism or service to the community; d. The Naming of the person, group, or organization does not result in the ex cessive commercialization of the City Asset; e. The relationship of the person or group to the City Asset must be demonstrated through research and documentation; f. In general, naming in honor of an individual should occur only posthumously, to avoid potential conflicts related to a living person’s future conduct. Exceptions may be considered only in extraordinary cases with compelling community support, consistent with the criteria above. g. Extraordinary circumstances shall be demonstrated by broad and documented public support and by clear evidence that the proposed name substantially advances the City’s interest in preserving history, culture, or civic identity. 4. Major Donations. Naming or Renaming may acknowledge a Funding Source when the donor has provided above and beyond legal requirements: a. A significant contribution toward the capital construction costs of the City Asset; b. A deed to the City of land for the majority of the City Asset by the Donor; and/or c. A twenty-year endowment or alternative perpetual funding source for the continued maintenance and operations of the City Asset. 5. Neutral and Unique Names. Proposed names should be neutral (avoiding political, religious, or commercial affiliations unless historically relevant) and must not duplicate or closely resemble the name of another park, facility, or landmark in Chula Vista in order to avoid potential confusion of the public and public safety. Page 494 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: V. PROCEDURES Nomination Process 1. Submittals and Recommendations. Proposals may be submitted by City department directors or community members. Recommendations may be submitted by commissions or task forces. All proposals or recommendations shall be directed to the City Manager, or designee within the City Manager’s office, who shall refer them to the appropriate department(s) for review. 2. Interior or Ancillary Features. For interior or ancillary features within a larger City Facility (such as but not limited to meeting rooms, classrooms, gyms, fitness rooms, or sports courts), the City Manager, or designee within the City Manager’s office, may approve names administratively when they are based on geographic location, topography, flora, cultural/historical precedent, or other neutral and unique considerations consistent with this Policy. Any Naming or Renaming under Extraordinary Circumstances, including naming after individuals, groups, or organizations, shall require full review and approval by the City Council. 3. Proposal Requirements. Written proposals must include: The proposed name; The location of the City Asset; Requestor’s contact information; Reasons for the proposed name, including how it meets this Policy’s criteria; Evidence of broad community support (e.g., 100 resident signatures; endorsements from a recognized community organization; or comparable evidence of substantial interest); and For Renaming requests, justification for changing an established name. 4. Limitations. Proposals may only be submitted once per City Asset within any 12-month period. Duplicate or substantially similar requests will not be considered during a five-year period. Incomplete or unsupported proposals shall not advance for review. Review Process Page 495 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: 5 of 6 The City Manager or designee, at any time of the process, may: Reject Naming or Renaming proposals or remove existing Naming that is harmful, controversial, cost- prohibitive, or inconsistent with this Policy; Reserve the right to rename any City Asset of the associated resident, organization, or donor becomes disreputable or otherwise fails to support the guidelines set forth in this Policy. Upon receipt, the Department Director shall: 1. Review the California Historic Resources Inventory Database (CHRID) and City of Chula Vista Registry to determine if the City Asset is a Designated Historical Resources with an assigned historic name; 2. Authenticate supporting information; 3. Ensure compliance with this Policy; 4. Consider the impact of the Naming or Renaming on the community; 5. Provide the proposal to any other City staff, when appropriate, to review and provide input on the proposal for Naming or Renaming; and 6. Consider the cost of implementation and signage and ensure that adequate funding has been identified before implementation proceeds. The Department Director will submit the proposal to the City Attorney’s Office for legal review of the proposal, including but not limited to ownership rights, policy consistency, and compliance with applicable laws. The designated City Department shall prepare a recommendation for action by the City Council. The recommendation shall include no more than three (3) names for the asset that the Department deemed most appropriate under this Policy and the reason for the selections. If a Naming or Renaming request is for a library or park, the City Council shall agendize the request for public consideration to hear the necessity or desirability of naming the library or park, and the proposed name and any alternatives. Page 496 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda CITY COUNCIL POLICIES POLICY NAME: City Asset Naming and Renaming POLICY NUMBER: TBD Effective Date: 09/09/2025 Last Revised Date: N/A Status: Proposed Page: 6 of 6 The City Council will review the recommendations and take action. The City Council’s selection is final. Non-selected names can be resubmitted for consideration in subsequent years. Once a name has been approved, it shall not be reconsidered unless extraordinary circumstances exist (e.g., public safety concerns, reputational harm to the City, or other substantial impacts to community trust). No proposal for Renaming a City Asset shall be accepted for ten (10) years after approval, except under such extraordinary circumstances. Signage The City retains editorial control over all related signage, subject to the Sign Ordinance. On-site Naming recognition shall: Not interfere with visitor use or operations; Be appropriately scaled and designed; Not dominate or detract from surroundings or interpretive messages; and Be subject to approval by the reviewing City Manager or their designee. HISTORY DATE ACTION RESOLUTION NO. 09/09/2025 Adoption TBD Page 497 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Monument Installation and Naming/Renaming City Assets FRAMEWORK I. Background Statement A. To provide history, context, and rationale for the proposed framework II. Definitions A. To build a common understanding of terms used within the framework III. Tenets and Values A. To remind all stakeholders about the deep values and tenets that root the City of Chula Vista IV. Guidelines A. General rules and instruction about naming City assets and monument installation V. Process and Procedures A. Steps for the application, review, and approval process Page 498 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda I. Background Statement On September 28, 2021, the Chula Vista City Council heard public comment from various community members and commissions in order to address the permanent disposition of the Christopher Columbus statue in Discovery Park and the renaming of Discovery Park. Council voted to establish a task force (Columbus Statue Removal Task Force) composed of the Human Relations Commission, Parks & Recreation Commission, Cultural Arts Commission, Kumeyaay community, and Sons and Daughters of Italy to address the following items: Disposition of Christopher Columbus statue; renaming of Discovery Park; identifying replacement artwork; and the development of a framework to guide the city with naming/renaming of City assets and installation of future monuments. The City of Chula Vista currently does not have a formal policy regarding the naming or renaming of City assets or monument installation. The City, through its departments, and advisory boards and commissions, has followed a number of processes/policies for naming or renaming its parks, libraries and other City assets, as well as monument installation. The Columbus Statue Removal Task Force utilized various steps in order to develop a framework that would provide the City with a clear protocol for future naming, renaming, and monument installation requests while ensuring transparency and allowing for public participation throughout the process. The task force researched similar efforts, discussions, and policies from surrounding cities, as well as other cities within California, and drew upon best practices from each. The task force developed and approved a framework with the purpose of establishing uniform guidelines for the naming and renaming of City assets, as well as to establish criteria and guidelines for the Page 499 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda consideration and installation of monuments deemed by the City to be appropriate. II. Definitions1 City Assets Tangible or intangible items of value that are owned or created by the City, including but not limited to City facilities. This definition does NOT include PUBLIC ARTWORK. City Facility (included in City Assets) Any part of real property or structure owned by the City or for which naming rights or monument installation are conferred by agreement, including, but not limited to parks, libraries, Recreational Facilities buildings, parking facilities, interior or ancillary features that are a part of, or within, a larger facility and other City facilities. Commission Any commission as recognized by the City of Chula Vista City Council and/or City Charter; Commemoration Refers to events on the anniversaries of past events designated of importance to the City. They are typically held annually and often in conjunction with sites or markers of memorialization. Commemoration serves the purpose of continually reinscribing the importance of the original event in public memory. Department Director Appointed director of the department that oversees the City Asset eligible for naming, renaming, or monument installation. The director may assign this responsibility to other department staff within their delegation of authority. 1 Definitions influenced by City of San Diego Council Policy 900 -20, Naming of City Assets Page 500 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Donation or gift A monetary (cash) contribution, endowments, personal property, real property, financial securities, equipment, in-kind goods or services, or any other City Asset that the City has accepted and for which the donor has not received any goods or services in return. For purposes of this Council Policy, the terms “donation” and “gift” shall be synonymous. Donor A person or other legal entity that proposes or provides a donation to the City. Funding Financial or in-kind resources to provide funding that might result in naming or renaming. Funding Source The source of funding which can include individuals, nonprofit organizations, and for-profit entities. Marker Permanent writing on plaques, walls, stone carvings, pavers, bricks, electronic display, or interpretive signs that are temporary or permanent and are used to memorialize; also considered part of a monument it is describing. Memorialization Intentional attempt to give importance to particular people, sites, events, and/or incidents in the historical record of the City through the placement of monuments, plaques, statues or other markers. Indicative of a City narration on the history of itself. Monument Markers, statues, and other similar installations, designed to be permanent, which are installed on City property with City permission. Monuments may be in various forms including statues, fountains, or gardens among other forms of monuments as determined by the City. Naming The selection and approval by the City for the initial Page 501 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda naming of a City Asset other than streets within the public right of way. Non-Profit Organization A corporation or an association that conducts business for the benefit of the general public without shareholders and without a profit motive. Public Art In contrast to the presumed permanence of monuments, this includes more temporary installations wherein aesthetic considerations take precedence over historic significance. Approval lies with the Cultural Arts Commission. Renaming The selection and approval by the City of a new name for an existing City Asset other than streets within the public right of way. Work of art While both public monuments and public art/installations can be commonly referred to as ‘works of art’, each carry an important distinction in historical versus aesthetic significance, as well as protocols for approval, as noted in the definitions and guidelines within this document. Page 502 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda III. Guiding Principles/Tenets/Values ❖ Process Matters as Much as Outcome: The City of Chula Vista aims to take time for quality, move at the speed of trust, and cultivate relationships beyond the life of a single monument and/or name. We strive for a powerful final result that is fueled by intentional and iterative processes. We balance urgency and timeliness with purposeful reflection. We aim to work collectively with Kumeyaay communities when reviewing the region’s history. ❖ Truth Telling and Accountability: We work towards acknowledging a comprehensive and robust history of our region. ❖ Elimination of Prejudice and Discrimination: We acknowledge that the historical and contemporary practices of monument installation and the naming/renaming of public assets has created harm and continues to marginalize communities and community members. The installation of monuments and the naming/renaming of city assets must thoroughly vet efforts, donations, and proposals that may inflame prejudice, bigotry, and discrimination. ❖ Welcoming City: We believe that truly welcoming places have intentional, inclusive and equitable policies, practices, and norms that enable all (especially those marginalized) community members to live, thrive, and contribute fully. ❖ Public Memory and Memorialization is POWER: Monuments, naming, and renaming can convey a powerful connection between Chula Vista and its history, and in some instances its future. It is therefore important that the placement of monuments and the naming/renaming of city assets be limited to circumstances of the highest community-wide importance, to be mindful of the relationship between commemoration and memorialization. 2 2 City of San José, Council Policy 9-14, Monument Policy Page 503 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda IV. Guidelines Our communities are dynamic, as they continue to change in many ways. The ethnic and racial compositions of our communities are an integral part of this change, as we have witnessed shifting community demographics over time. The process of monument installation and the naming/renaming of city assets must engage and strive for balance between the concept of permanence in an ever- changing society. Therefore, monuments and the naming/renaming of city assets should have a broad acceptance in a multicultural society while also considering future generations. The City names/renames City assets, installs or accepts City-approved monuments on City property as a form of “Government Speech”, as City recognition of significant events or people, or to provide information from the City on topics approved by the City, as set forth below: a. The contributions of individuals or groups who made a substantial impact upon the City of Chula Vista: b. The history of Chula Vista: c. Historical or cultural influences on Chula Vista; d. Native flora, fauna and wildlife of Chula Vista and the greater South County area; e. Local innovation or creativity that has contributed to Chula Vista’s growth and prosperity; or f. Other criteria selected by City Council and set forth in an amendment to this Policy. Order of Preference: Monument installation and the naming/renaming of city assets are pursuant to the following guidelines in order of preference: 1. Geographic Location. Whenever possible, all City assets will be considered for their geographic location. Creating names and monument installation based on the asset’s geographic location should be considered first. The geographic location may be based on the relationship of the asset to a specific place, neighborhood, major street, regional area of the City or the City’s name if the asset serves the entire Page 504 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda community. 2. Other Considerations. Consideration of monuments and names may also include a prominent form of topography, prominent flora, and cultural or historical precedent. 3. Extraordinary Circumstances. Only under extraordinary circumstances and with broad public support will the City consider monument installation and the naming/renaming after a person or group. Monument Installation or an asset may be named in memory, or honor of, an individual, group, or organization if it fulfills the criteria outlined in this policy: i. The person, group, or organization made lasting and significant contributions to the protection of natural or cultural resources of the City of Chula Vista; or ii. The person, group, or organization had a significant positive impact on the lives of Chula Vista’s residents; or iii. The person, group, or organization offered a lifetime of volunteerism and service to the community; iv. The naming of the person, group, or organization does not result in the excessive commercialization of the City asset. Page 505 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda V. Process and Procedures Monument Review Process ● The City Manager or designee shall provide the initial screening of monument proposals to determine if the proposed monument complies with the provisions of this framework (policy) including without limitation, to evaluate the suitability of the proposed monument site, if any. ● The City Manager (or designee) shall decide whether to forward the proposal for further review or to decline further City consideration of the proposed monument based upon considerations consistent with this framework (policy). ● If the City Manager’s decision is to conduct further review of the proposal, the City Manager or designee, shall refer the proposal to the appropriate department/s for consultation and the City’s commission/s (ie. Parks and Recreation, Cultural Arts, Human Relations) most closely associated with the proposed site and objectives of the Monument. If there is a doubt regarding the appropriate commission, the City Manager shall determine the appropriate commission for review of the proposal. ● The City Manager or department shall prepare a report for consideration by the commission, and coordinate with all other departments and commissions that are relevant to the proposed monument. ● The commission/s shall review the proposed monument to make an advisory recommendation to the City Manager regarding the monument based upon the factors set forth in this framework (Policy) and the Review Criteria set forth below. Each monument applicant or donor shall be informed in writing of their right to appeal the City Manager’s decision in the monument donation/application materials prepared by the City. ● If a proponent for a proposed monument disagrees with the City Manager’s decision regarding a proposed monument, the proponent may submit a written appeal of the City Manager’s decision to the City Manager within 30 calendar days of the City Manager’s decision. Page 506 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda ● The City Manager and the overseeing commission/s shall evaluate the merits of the appeal and determine whether to forward the appeal to City Council pursuant to the Council meeting rules. ● City Council shall make a final determination on the approval or denial of the Monument proposal by evaluating (i) the merits of the Monument proposal based upon the criteria set forth in this framework (Policy), (ii) City Manager’s reason for denial, (iii) the results of any staff review of the proposal, and (iv) the recommendations of the appropriate City Commission. Monument Review Criteria ● A proposed monument must conform to the approved Government Speech topics and reflect the values and tenets listed within this framework (policy). The proposed monument is not objectionable to the persons or community including those that the monument is intended to honor. If through the public outreach process, the City Manager finds that a proposed Monument is a source of substantial dissension or discord within the City, the City Manager shall seek further direction from departments and commissions before making a final determination. ● A Monument must be made of durable materials, able to withstand the elements for a minimum of 50 years with minimum maintenance, shall be made of materials resistant to vandalism and graffiti as much as is reasonably possible, shall be of a scale, materials, color and style appropriate and consistent with aesthetics of the proposed location of the Monument and such other reasonable factors as the City Manager determines. ● The Monument proposal has been through community outreach conducted by the group or person suggesting that the City install the Monument, and the installation and maintenance of the Monument is within the priorities of the work plan of the responsible Department. ○ Community Outreach shall be directed to specific interested groups, that can include: i. Public notification of proposed changes through media or a public meeting ii. Outreach to specific local organizations that may be considered Page 507 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda stakeholders, i.e., South Bay Community Services, YMCA, Southwestern College, other Non-profit organizations located within the City, local school districts, etc. ● The City may decline to approve or to accept a monument for any lawful reason. ● Monument proposals shall be considered by the applicable (or closest applicable) City commission/s and department/s associated with the proposed location for the monument. That commission shall make a recommendation to the City Manager for approval or disapproval based on consistency with this framework (Policy) and as further described in the Review Process. The City Manager may accept or deny the recommendation from the commission as further provided in the review process. ● The City shall only proceed with the design, fabrication, and installation of a monument after completion of the review process and if the conclusion is to move forward. In reviewing a proposed monument, the relevant departments, the applicable City Commission and City Manager shall review the proposal based upon the criteria set forth in this framework (Policy). Monument Removal Process The City Manager or designee shall provide the initial screening of monument removal proposals to determine if the proposal complies with the provisions of this framework (policy) including without limitation, to evaluate the removal implications on the monument site, if any. The City Manager (or designee) shall decide whether to forward the proposal for further review or to decline further City consideration of the proposal based upon considerations consistent with this framework (Policy). If the City Manager’s decision is to conduct further review of the proposal, the City Manager or designee, shall refer the proposal to the appropriate department/s for consultation and the City’s commission/s (ie. Parks and Recreation, Cultural A rts, Human Relations) most closely associated with the site and objectives of the monument. If there is a doubt regarding the appropriate commission, the City Manager shall determine the appropriate commission for review of the proposal. The department shall prepare a report for consideration by the commission, and coordinate with all other departments and commissions that are relevant to the Page 508 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda monument removal proposal. The commission/s shall review the proposal to make an advisory recommendation to the City Manager regarding the monument based upon the factors set forth in this framework (Policy). Each monument removal applicant shall be informed in writing of their right to appeal the City Manager’s decision, found on the monument removal proposal application provided by the City. If a proponent disagrees with the City Manager’s decision regarding monument removal, the propo nent may submit a written appeal of the City Manager’s decision to the City Manager within 30 calendar days of the City Manager’s decision. The City Manager and the overseeing commission/s shall evaluate the merits of the appeal and determine whether to fo rward the appeal to City Council pursuant to the Council meeting rules. City Council shall make a final determination on the approval or denial of the proposal by evaluating (i) the merits of the proposal based upon the criteria set forth in this framework (Policy), (ii) City Manager’s reason for denial, (iii) the results of any staff review of the proposal, and (iv) the recommendations of the appropriate City Commission. If a monument is approved to be removed, consideration should be given to placing a marker to chronicle the event, including the reasons for the decision to do so, and its historic significance. Monument Disposition Process In the case that the City Council approves monument removal, the disposition process is as follows: 1. The City Manager shall refer the responsibility of monument disposition to the appropriate City’s commission/s (ie. Parks and Recreation, Cultural Arts, Human Relations) most closely associated with the monument site and objectives of the monument. a. At the discretion of the City Council, a special task force may be assembled consisting of the Human Relations Commission, the Parks and Recreation Commission, the Cultural Arts Commission, and specific community members/stakeholders. 2. The City Manager shall prepare a report for review by the commission to provide contextual information (ie. monument location, history, removal Page 509 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda process), as well as the directives of the framework (Policy) including values, tenets, and disposition process. 3. The City Manager (or designee) disseminates a Requests for Statements of Interest (RFI) for a period of sixty days. The RFI process includes a media press release conducted by the City staff, as well as promotional strategies to inform potential stakeholders. 4. After the closing of the RFI period, the City’s commission or specialized task force reviews all RFIs. The City’s commission or specialized task force may ask the RFI proposers for a follow-up presentation or for additional clarification on the RFI application. 5. The City’s commission or specialized task force shall deliberate on the RFI proposals utilizing the values and tenets listed within this framework (policy), community feedback, and advisement from City Council. 6. When, and if, a RFI proposal attains unanimous approval, the Cit y’s commission or specialized task force shall make an advisory recommendation to City Council. 7. As per the framework, when a monument is removed, consideration may be given regarding the placing of a marker at the site. The City’s Commission or specialized task force may prepare a proposal for a future “marker” that chronicles the event, shares the decision to do so, and its historic significance. The marker, fitting the definition of a monument, then follows the Monument Proposal and Review Process. 8. In the case that the City’s commission or specialized task force is unable to make an advisory recommendation to City Council regarding disposition, the monument will remain in City storage for three years or as determined by the City Manager. After three years, the City Manager initiates a new cycle of the monument disposition process. Naming/Renaming Nomination Process City departments, commissions, task forces, or community members shall submit their naming or renaming proposal to the Department Director depending on asset type. If applicant’s proposal follows the intent of this framework ( Polic y), the Department Director shall make a proposal in writing for naming or renaming of a City Asset as follows: Page 510 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda ● For library facilities, the Department Director will make the proposal to the Cultural Arts Commission. ● For parks and recreational facilities, the Department Director will make the proposal to the Park and Recreation Commission. ● For other City Assets, the Department Director will make the proposal to the City Manager, who shall refer the proposal to the appropriate department/s and/or City’s commission/s (ie. Parks and Recreation, Cultural Arts, Human Relations) most closely associated with the City asset and objectives of the asset. Written proposals must, at a minimum, include the following information: ● The proposed name; ● Reasons for the proposed name, including a discussion of the criteria identified in this policy; ● Written documentation outlining community support for the proposed name; ● If proposing to rename a City Asset, justification for changing an established name. Naming and Renaming Review Process Upon receipt of a naming or renaming proposal for any City Asset, the Department Director reviewing the naming or renaming proposal shall consider the following items in the review, including but not limited to, the following: ● Submit the proposal to appropriate City historical staff to review the California Historic Resources Inventory Database (CHRID) to determine if the City Asset is a Designated Historical Resources with an assigned historic name; ● Ensure that supporting information has been authenticated; ● If the City Asset is a Designated Historical resource listed on the local, State or National Register of Historic Places, any on-site recognition shall comply with the U.S. Secretary of the Interior’s Standards for the Treatment o f Historic Properties and shall be reviewed and approved by the City’s Historical Resources staff according to those standards; ● Ensure compliance with framework (Policy) ● Consider the impact of the naming or renaming to the community; and ● Other City staff may review and provide input on the proposal for naming or renaming. ● Consider the cost of implementation and signage, and identify the funding to cover such costs. Page 511 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda The Department Director will submit the proposal to the City Attorney’s Office for legal review of the following issues that include, but are not limited to: ○ Ownership rights, by agreement or by law; and Adherence to City policies, as well as any local, state, or federal regulation. If a naming or renaming request is for a library or park, the designated City’s Commission shall hold a public hearing to consider the necessity or desirability of naming the park/facility, and the proposed name and any alternatives. The public hearing will be announced on the commission’s website for at least thirty (30) days in advance of the hearing. The designated City’s Commission shall prepare a recommendation for action by the City Council. The recommendation shall include no more than three (3) names for the asset that the Commission deemed most appropriate under this framework (policy) and the reason for the Commission’s selections. The City Council will review the staff report and the Commission’s recommendation and take action. The City Council’s selection is final. Non-selected names can be resubmitted for consideration in subsequent years. Name Change Once a name has been selected under this policy, it shall not be changed unless, after an investigation and public hearing, the name is found to be inappropriate because it does not fulfill the criteria laid out in this framework (policy). Review of a name selected under this framework (policy) shall occur only once a year, per the procedure outlined. A facility’s name, once upheld, shall not be reviewed again or changed for fifteen (15) years unless extraordinary circumstances merit, and approval is granted by the City Council. Page 512 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Council Policies: Consider Adopting a City Council Policy on City Asset Naming and Renaming September 09, 2025 Page 513 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda City Council Policy •Official description of a City procedure, policy, or practice •Approved by the City Council •Policy may derive from an ordinance, resolution, or administrative regulation Page 514 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Background October 2022 November 2022 September 09, 2025 The Christopher Columbus and Discovery Park Task Force adopted a Framework for Monument Installation and Naming/Renaming of City Assets The City Council directed staff to develop a formal policy for naming and renaming City assets consistent with the Christopher Columbus and Discovery Park Task Force recommendations The City Council is asked to consider adopting a policy on City Asset Naming and Renaming Page 515 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Purpose of Proposed City Council Policy •A City Council Policy on Asset Naming and Renaming provides a process and uniform guidelines for naming or renaming of City assets •This process is meant to: o Maintain integrity and future relevance o Encourage philanthropic giving while acknowledging public investments o Safeguard against unwanted commercialization of City Assets o Ensure broad community acceptance Page 516 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Scope Applies to: •City Assets •City Facilities o Parks o Libraries o Recreational facilities and buildings o Parking facilities o Interior/ancillary features (meeting rooms, gyms, etc.) Does not apply to: •Streets (covered by CVMC 12.44) •Administrative facilities o Civic Center o Council Chambers o Police and Fire facilities Page 517 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Guidelines The Naming or Renaming of City Assets are pursuant to the following guidelines in order of preference: Geographic Location Topography, Prominent Flora, Names that Strengthen Neighborhood or City Identity, and Cultural or Historical Precedent Extraordinary Circumstances (individuals/groups with significant contributions) Major Donations Neutral and Unique Names Page 518 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Process Overview -Nominations Nominations sent to City Manager •Proposals: City department directors or community members •Recommendations: Commissions or task forces Proposal Requirements •Proposed Name •Location •Reasons for the Proposed Name •Evidence of broad community support Interior or Ancillary Features City Manager (or designee) may approve names for rooms/areas within facilities if based on geography, topography, flora, or cultural/historical precedent. Naming after individuals, groups, or organizations requires full Council approval. Page 519 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Process Overview -Review City Manager Receives Request City Department Review City Attorney Review City Council Review City Manager Authority City Manager (or designee) may reject proposals or remove names if harmful, controversial, costly, or inconsistent with policy. The City Manager may also rename assets if an associated person or organization becomes disreputable or non -compliant. Page 520 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Policy Process Overview -Safeguards •One proposal per asset every 12 months •Duplicate requests not considered for 5 years •Renaming only after 10 years (unless extraordinary circumstances) •Incomplete/unsupported proposals will not advance •Council may remove/rename if harmful or controversial •Signage must follow design guidelines and City approval Page 521 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Adopt a resolution of the City Council of the City of Chula Vista adopting a new City Council Policy on City Asset Naming and Renaming Recommended Action Page 522 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 523 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 524 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 525 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 526 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 527 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 528 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 529 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 530 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 531 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 532 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 533 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 534 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 535 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 536 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 537 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 538 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 539 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Nomination of Designated Members of the Measure A Citizens’ Oversight Committee (“COC”) The following information is submitted by the Nominating Authority to nominate one or more individuals to be considered to serve as a Designated Member on the COC, in accordance with Chula Vista Municipal Code Chapter 2.63 and Chula Vista Charter Section 602. Qualifications Applicable to All COC Members: - Must be a Chula Vista resident - Must NOT be a current City employee (except for POA, IAFF, MM/PROF, and ACE representative seats) or current elected City official NOMINATING AUTHORITY: Chula Vista Chamber of Commerce; nominee(s) must be a member of the Chamber Chula Vista International Association of Fire Fighters (IAFF); nominee(s) must be an active member of this association Association of Chula Vista Employees (ACE); nominee(s) must be an active member of this association Chula Vista Police Officers Association (POA); nominee(s) must be an active member of this association Chula Vista Middle Managers/Professional Employee Group (MM/PROF); nominee(s) must be an active member of this group Chula Vista Fire Chief Chula Vista Police Chief DESIGNATED MEMBER NOMINEE(S): Up to three nominees may be submitted. Please include contact information for each Nominee. (See, CVMC Chapter 2.63 for additional information.) Nominee’s First and Last Name Nominee’s Email Address Nominee’s Phone Number CERTIFICATION I certify under penalty of perjury that the above Nominees were selected in accordance with all applicable policies and procedures of the Nominating Authority I represent, and that I am authorized to submit them for consideration. Signature: Date: Phone Number: Printed Name: Email: Position with Nominating Authority: After completing this form, please return to the City Clerk in person, by mail, or by email at cityclerk@chulavistaca.gov. If you have any questions in regard to this form or the nomination process, please do not hesitate to contact our office at (619) 691-5041 or by email at cityclerk#chulavistaca.gov Rev 7/24 Office of the City Clerk | 276 Fourth Avenue, Chula Vista, CA 91910 | (619) 691-5041 | cityclerk@chulavistaca.gov n Victor Reeves 4.28.2025 droberts@cpf.org President, Chula Vista Firefighters IAFF L2180 Page 540 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 541 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 542 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 543 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 544 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 545 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 546 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 547 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 548 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 549 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 550 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 551 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 552 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 553 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 554 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 555 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 556 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 557 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 558 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Closed Session Item 15.2 Conference with Real Property Negotiators: 60 First Avenue S e p t . 9, 2 0 2 5 Page 559 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda C i t y o f C h u l a V i s t a Page 560 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60 First Avenue Chula Vista , 91910 APN 566-122-32-00 Page 561 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda 60 First Avenue & 65 First Avenue Page 562 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda Page 563 of 563 City of Chula Vista - City Council September 9, 2025 Post City Council Agenda