HomeMy WebLinkAbout2026/08/11 Post Agenda Packet
Date:Tuesday, August 11, 2026, 5:00 p.m.
Location:Council Chambers, 276 Fourth Avenue, Chula Vista, CA
REGULAR CITY COUNCIL, SPECIAL HOUSING AUTHORITY,
AND SPECIAL SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY MEETING
Notice is hereby given that the Mayor has called and will convene special meetings of the Housing Authority
and Successor Agency to the Redevelopment Agency meeting jointly with the City Council at the time and
location stated on this agenda.
Watch live in English and Spanish: chulavistaca.gov/councilmeetings or Cox Ch. 24 (English only).
Free Spanish interpretation is available on-site.
_______________________________________________________________________________________
**Item 7.1 will be heard at a time certain of 6:00 P.M.**
Watch the Meeting. City Council meetings may be viewed live or recorded in English or Spanish at
chulavistaca.gov/councilmeetings. To view in Spanish, click "ES" at the bottom of the webpage. Closed
captioning is available in both languages.
Register to Speak In Person or Remotely. Register to speak in person or remotely at
https://publiccomment.chulavistaca.gov starting at 8:00 a.m. on Monday before the meeting. In-person
speakers may also register at the meeting. Remote speakers must register using the same phone number
they will use to call into the meeting; this phone number is used to identify and call on remote speakers during
the meeting. Remote participants may call (619) 679-9952 to listen to the meeting and/or await their
opportunity to speak. Requests to speak must be submitted before the close of the public comment period for
the applicable agenda item or before the close of the general public comment period for non-agenda items.
Written Comments. Written comments may be submitted online at chulavistaca.gov/councilmeetings. Written
comments may also be submitted by email to cityclerk@chulavistaca.gov. Written comments must be
received no later than 12:00 p.m. on the day of a regular meeting or three hours before the start of a special
meeting.
Time Allotted for Speaking. Speaker time is subject to change by the Presiding Officer or City Council.
Individuals using interpretation services will be allotted twice the time otherwise provided.
- Consent Calendar, including one or more items: 3 minutes
- Agenda Items not on the Consent Calendar: 3 minutes
- General Public Comment for matters not on the agenda: 3 minutes
General Public Comment. The first seven registered speakers will be heard during the first general public
comment period. If additional speakers are registered, they will be heard during the continued general public
comment period. If all registered speakers address the City Council during the first general public comment
period, there will be no continued period.
Agenda Packet and Meeting Materials. The agenda packet, including staff reports, draft resolutions and
ordinances, and other backup materials, is available at chulavistaca.gov/councilmeetings and at the City
Clerk's Office.
Accessibility, Translation, and Interpretation Assistance. 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. In accordance with applicable state law, the City will also
provide reasonable assistance to members of the public who wish to translate the meeting into another
language or receive interpretation provided by another member of the public. Providing at least 48 hours'
notice will help ensure that reasonable arrangements can be made.
Gov. Code § 84308 Regulations. Government Code section 84308 is intended to promote transparency and
fairness in governmental decision-making by limiting certain campaign contributions involving proceedings for
a "license, permit, or other entitlement for use," as defined in the Political Reform Act. For agenda items
subject to these regulations, parties to the proceeding must disclose any campaign contribution over $500,
aggregated, made within the preceding 12 months by the party, their agent, or others whose contributions
must be aggregated under Government Code section 82015.5. The disclosure must identify the contributor
and the amount contributed. An agenda notation stating "G.C. § 84308 Regulations Apply: Yes" means the
item is subject to these regulations.
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
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4.1 Presentation of a Proclamation Commending Public Works Custodian Richard
"Rick" Rubel in Recognition of his Retirement and 32 Years of Dedicated Service
with the City of Chula Vista
5.CONSENT CALENDAR (Items 5.1 through 5.6)
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: July 14, 2026 (Corrected), July 21, 2026 (Special
Meeting), July 21, 2026 (Regular Meeting), and July 28, 2026.
5.2 Waive Reading of Text of Resolutions and Ordinances
RECOMMENDED ACTION:
Approve a motion to read only the title and waive the reading of the text of all
resolutions and ordinances at this meeting.
5.3 Consider Requests for Excused Absences 38
RECOMMENDED ACTION:
Consider excusing Councilmember Preciado from the August 11, 2026, City
Council meeting.
5.4 Gaming Operations: Adopt an Ordinance to Amend Chula Vista Municipal Code
Chapter 5.20 “Gambling” Incorporating Chula Vista Gaming Plan Provisions in
Accordance with State Law
39
Report Number: 26-0228
Location: No specific geographic location
Department: City Manager
G.C. § 84308 Regulations Apply: No
Environmental Notice: The Project qualifies for a Categorical Exemption pursuant
to the California Environmental Quality Act State Guidelines Section 15301 Class
1 (Existing Facilities).
RECOMMENDED ACTION:
Adopt an ordinance amending Chula Vista Municipal Code Chapter 5.20
“Gambling” incorporating the Chula Vista Gaming Plan as an appendix in
accordance with State law. (Second Reading and Adoption)
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5.5 Receive Investment Report: Receive the Investment Report for Quarter Ending
June 30, 2026
67
Report Number: 26-0225
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, 2026.
5.6 Housing Funding and Appropriations: Authorize Housing Successor Agency
Funding Allocations for Fiscal Year 2026-27 and Appropriate Funds
95
Report Number: 26-0255
Location: 205 27th Street
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 (CEQA) Guidelines. Therefore,
pursuant to CEQA Guidelines Section 15060(c)(3), no environmental review is
required.
RECOMMENDED ACTION:
Approve a resolution of the Chula Vista Housing Authority authorizing and
appropriating $800,000 from the Low and Moderate Income Housing Asset Fund
for administration costs and homeless prevention services. (4/5 Vote Required)
6.PUBLIC COMMENTS 100
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
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**ITEM 7.1 WILL BE HEARD AT A TIME CERTAIN OF 6:00 P.M.**
7.1 Community Facilities District Annexation: Continued Public Hearing and Election
Regarding Annexation of Eastlake Self Storage into Community Facilities District
No. 97-2
125
Report Number: 26-0218
Location: Located generally adjacent to State Route (SR) 125, south of Eastlake
Drive, and north of Otay Lakes Road, as shown on the annexation boundary map.
Department: Development 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 (CEQA) State Guidelines.
Therefore, pursuant to CEQA Guidelines Section 15060(c)(3), no environmental
review is required.
This item was continued from the July 14, 2026, City Council meeting.
RECOMMENDED ACTION:
Conduct the public hearing, adopt the following resolutions, and place the
ordinance on first reading:
Resolution making certain determinations and authorizing submittal of
levy of special taxes to the qualified electors within proposed Annexation
No. 14 to Community Facilities District No. 97-2 (“CFD No. 97-2”),
Improvement Area “C”
A.
Resolution declaring the results of the special election relating to the
levy of special taxes within Annexation No. 14 to CFD No. 97-2,
Improvement Area “C”
B.
Resolution making certain determinations and authorizing submittal of
levy of special taxes to the qualified electors within proposed
Improvement Area “D”, and Annexation No. 1 to Community Facilities
District No. 97-2 (“CFD No. 97-2”)
C.
Resolution declaring the results of the special election relating to the
levy of special taxes within newly designated Improvement Area “D”,
Annexation No. 1 to CFD No. 97-2
D.
Ordinance authorizing the levy of a special tax in Improvement Area “D”,
Annexation No. 1 (First Reading)
E.
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.
City of Chula Vista - City Council
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8.2 Council Policy: Consider Approving a Resolution Amending City Council Policy
576-16 Installation of Pedestrian Crosswalks
211
Report Number: 26-0107
Location: Citywide
Department: Engineering
G.C. § 84308 Regulations Apply: No
Environmental Notice: This activity is not a “Project” as defined under Section
15378 of the California Environmental Quality Act Guidelines. Therefore, pursuant
to State Guidelines Section 15060(c)(3) no environmental review is required.
RECOMMENDED ACTION:
Adopt a resolution to amend City Council Policy No. 576-16 “Installation of
Pedestrian Crosswalks”.
8.3 Council Policy: Consider Revising, Renaming and Adopting Council Policy on
Special Events
238
Report Number: 26-0270
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 State California Environmental Quality Act (CEQA) Guidelines.
Therefore, pursuant to State CEQA Guidelines Section 15060(c)(3), no
environmental review is required.
RECOMMENDED ACTION:
Adopt a resolution revising Council Policy 102-07 City of Chula Vista Special
Events Policy.
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 Communications Update - Chula Vista CityCast 279
11.MAYOR’S REPORTS
City of Chula Vista - City Council
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11.1 Consider Appointment of a Voting Delegate and Alternates for the 2026 League
of California Cities Annual Conference
280
Location: No specific geographic location
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:
Consider appointing a voting delegate and alternates for the 2026 League of
California Cities Annual Conference being held in Anaheim, September 23-25.
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11.2 Boards and Commissions: Consider Annual Reappointments 284
REAPPOINTMENTS TO FIRST TERMS (Initial term less than two years)
Guillermo Castillo, Charter Review Commission•
Juan Guerrero, Health, Wellness, and Aging Commission•
Michelle Rodriguez, Parks and Recreation Commission •
REAPPOINTMENTS TO SECOND TERMS
Leslie Hurst, Board of Ethics•
Bobby Salas, Board of Ethics•
Toby Larson, Board of Library Trustees•
Victor Lopez, Charter Review Commission•
Kate Bishop, Cultural Arts Commission•
Marisol Edwan, Heath, Wellness, and Aging Commission•
Peter Carlseen, Housing and Homelessness Advisory Commission•
Karla Pacheco, Housing and Homelessness Advisory Commission•
Paula Whitsell, Housing and Homelessness Advisory Commission•
Leticia Lares-Urquidez, Human Relations Commission•
Rodrigo Leal, Planning Commission•
Pati Ruiz, Privacy Protections and Technology Advisory Commission•
Tim DeMarco, Traffic Safety Commission•
Nimpa Akana, Veterans Advisory Commission•
Report Number: 26-0138
Location: No specific geographic location
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:
Make the reappointments as appropriate.
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11.3 Boards and Commissions: Ratify Appointments 314
Karla Teuffer to the Board of Appeals and Advisors•
Sandra Castro Cain to the Civil Service Commission•
Omar Armas to the Cultural Arts Commission•
Lisa Brannen to the Cultural Arts Commission•
Roselle Ellison to the Cultural Arts Commission•
Kris Finch to the Cultural Arts Commission•
Manuel Vera to the Cultural Arts Commission•
Deepa Kurup to the Health, Wellness, and Aging Commission•
Isaiah Diamond to the Housing and Homelessness Advisory
Commission
•
Juliette Montoya-Cesena to the Housing and Homelessness Advisory
Commission
•
Erik Nava to the Measure A Citizens’ Oversight Committee•
Jaye Okamoto to the Measure P Citizens’ Oversight Committee•
Jan Buddingh to the Parks and Recreation Commission•
Christopher Worth to the Parks and Recreation Commission•
Location: No specific geographic location
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 Sections 15060(c)(3) no environmental review is
required.
RECOMMENDED ACTION:
Ratify the appointments as appropriate.
12.COUNCILMEMBERS’ REPORTS
12.1 Councilmember Inzunza: Senate and Assembly Bills 399
Consider Supporting Senate Bill 1138 and Assembly Bills 1761 and 2493,
Related to Energy Affordability, Ratepayer Transparency, and Electric Grid
Accountability
G.C. § 84308 Regulations Apply: No
Environmental Notice: The proposed action is not a "Project" as defined under
Section 15378 of the State California Environmental Quality Act (“CEQA”)
Guidelines. Therefore, pursuant to State CEQA Guidelines Section 15060(c)(3),
no environmental review is required.
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RECOMMENDED ACTION:
Adopt a resolution in support of Senate Bill 1138, and Assembly Bills 1761 and
2493, relating to energy affordability, ratepayer transparency, and electric grid
accountability.
13.CITY CLERK'S REPORTS
14.CITY ATTORNEY'S REPORTS
15.ADJOURNMENT
to the regular City Council meeting on August 18, 2026 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.
We encourage community participation - sign up at www.chulavistaca.gov to receive
email notifications when City Council agendas are published online.
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NOTICE OF REVIEW AND PENDING APPROVAL OF FINAL MAP:
In accordance with California Government Code Section 66458(d), notice is hereby given
that the City Engineer has reviewed and, immediately following this City Council meeting
of August 11, 2026, will approve the following final map:
Chula Vista Tract No. 19-03, Otay Ranch Village 8 West Planning Area “S”.
Final Map (PRJ25-0004)
Specifically, the City Engineer has caused the map to be examined and has made
findings:
The map substantially conforms to the approved tentative map, any approved
alterations thereof, and any conditions of approval imposed with said tentative
map.
•
The map complies with the provisions of the Subdivision Map Act and any local
ordinances applicable at the time of approval of the tentative map.
•
The map is technically correct.•
Said map will be finalized and recorded, unless an interested party files a valid appeal of
the City Engineer’s action to City Council no later than 2:00 p.m., 10 calendar days from
the date of this City Council meeting. A valid appeal must identify the improper/incorrect
finding and the basis for such conclusion.
If you have questions about the map approval findings or need additional information
about the map or your appeal rights, please feel free to contact Jaime Campos, Principal
Civil Engineer at jcampos@chulavistaca.gov
City of Chula Vista - City Council
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City of Chula Vista
Regular City Council Meeting
MINUTES
Date:
Location:
July 14, 2026, 5:00 p.m.
Council Chambers, 276 Fourth Avenue, Chula Vista, CA
Present: Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, Mayor McCann
Excused: Councilmember Preciado
Also Present: City Attorney Verdugo, City Clerk Bigelow, Deputy Director of City
Clerk Services Turner, City Manager Allen
Minutes are prepared and ordered to correspond to the agenda.
_____________________________________________________________________
1. CALL TO ORDER
The meeting was called to order at 5:00 p.m.
2. ROLL CALL
City Clerk Bigelow called the roll.
3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
Led by the Chula Vista Police Officers Association President, Sergeant David Martinez.
4. SPECIAL ORDERS OF THE DAY
4.1 Presentation of a Proclamation Proclaiming July 2026, as Parks and
Recreation Month in the City of Chula Vista
The proclamation was presented.
5. CONSENT CALENDAR (Items 5.1 through 5.9)
Mayor McCann and Councilmember Inzunza announced they would abstain from voting
on Items 5.6.B and 5.6.C, respectively, due to potential property-related conflicts of
interest.
The following members of the public spoke regarding various topics related to the
consent calendar:
John Acosta, Chula Vista resident
Robert
Item 5.4 was removed from the consent calendar at the request of Councilmember
Inzunza.
Page 12 of 402
City of Chula Vista - City Council
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Moved by Mayor McCann
Seconded by Councilmember Chavez
To approve the recommended actions appearing below consent calendar Items 5.1
through 5.3, Item 5.5, Item 5.6A, and Items 5.7 through 5.9. The headings were read,
text waived. The motion was carried by the following vote:
Result, Carried (4 to 0)
Moved by Mayor McCann
Seconded by Councilmember Chavez
To approve the recommended action appearing below consent calendar Item 5.6B. The
heading was read, text waived. The motion was carried by the following vote:
Result, Carried (3 to 0)
Moved by Mayor McCann
Seconded by Councilmember Chavez
To approve the recommended action appearing below consent calendar Item 5.6C. The
heading was read, text waived. The motion was carried by the following vote:
Result, Carried (3 to 0)
5.1 Approve Meeting Minutes
Approve the minutes dated: June 16, 2026
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 City Election: Recite the Fact of the Primary Municipal Election Held on June
2, 2026, and Declare the Results, Call a General Municipal Election on
November 3, 2026, and Adopt Candidate Statement Regulations
Adopt the following resolutions:
A. Reciting the fact of the primary municipal election held on June 2, 2026,
declaring the results thereof, and other related matters
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B. Calling a general municipal election to be held on Tuesday, November 3,
2026, to elect a Mayor, a City Attorney, and two City Councilmembers,
representing Districts 1 and 2, consolidating the election with the
statewide election, and requesting the County of San Diego Board of
Supervisors to permit the Registrar of Voters to perform certain services
for the conduct of the election
C. Adopting regulations for candidate statements of qualifications
Item 5.3 headings:
A. RESOLUTION NO. 2026-134 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA RECITING THE FACT OF THE PRIMARY MUNICIPAL
ELECTION FOR MAYOR, AND TWO CITY COUNCILMEMBERS,
REPRESENTING DISTRICTS 1 AND 2 HELD IN THIS CITY ON
TUESDAY, JUNE 2, 2026, DECLARING THE RESULTS THEREOF, AND
OTHER MATTERS AS ARE PROVIDED BY LAW
B. RESOLUTION NO. 2026-135 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA CALLING A GENERAL MUNICIPAL ELECTION FOR
MAYOR, TWO CITY COUNCILMEMBERS TO REPRESENT DISTRICTS
1 AND 2, AND CITY ATTORNEY, TO BE HELD ON TUESDAY,
NOVEMBER 3, 2026; AND REQUESTING THE COUNTY OF SAN
DIEGO BOARD OF SUPERVISORS TO PERMIT THE REGISTRAR OF
VOTERS TO PERFORM CERTAIN SERVICES FOR THE CONDUCT OF
THE ELECTION
C. RESOLUTION NO. 2026-136 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ADOPTING REGULATIONS FOR CANDIDATES FOR
ELECTIVE OFFICE PERTAINING TO MATERIALS SUBMITTED TO THE
ELECTORATE AT THE MUNICIPAL ELECTION TO BE HELD TUESDAY,
NOVEMBER 3, 2026
5.5 Employee Compensation and Positions: Amended Classification and
Compensation Plan; Authorized Position Counts; Enhanced Lateral Incentive
Pay for Peace Officers; Revised Compensation Schedule; Budget
Amendments; and Updated Conflict of Interest Code
Adopt the following resolutions and place the ordinance on first reading:
A. Resolution amending the Classification Plan, Compensation Schedule
and authorized position count in the Public Works Department
B. Resolution approving the revised Fiscal Year 2026-27 Compensation
Schedule effective July 24, 2026, as required by California Code of
Regulations, Title 2, Section 570.5
C. Resolution approving an extension to the Enhanced Lateral Incentive Pay
for new lateral Peace Officer hires
D. Resolution amending the fiscal year 2026-27 budget to appropriate funds,
accordingly (4/5 Vote Required)
E. Resolution modifying the appendix to the local Conflict of Interest Code to
revise the list of designated employees who are required to file
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Statements of Economic Interest (Form 700) and designating the filers as
“Local Agency Officials,” requiring them to complete state-mandated
Ethics and Fiscal and Financial Training
F. Ordinance amending Chula Vista Municipal Code Section 2.05.010
adding the unclassified position title of Deputy Director of Public Works
and deleting the unclassified position title of Public Works Superintendent
(First Reading) (4/5 Vote Required)
Item 5.5 headings:
A. RESOLUTION NO. 2026-138 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AMENDING THE CLASSIFICATION PLAN,
COMPENSATION SCHEDULE AND AUTHORIZED POSITION COUNT
IN IN THE PUBLIC WORKS DEPARTMENT
B. RESOLUTION NO. 2026-139 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE REVISED FISCAL YEAR 2026-27
COMPENSATION SCHEDULE EFFECTIVE JULY 24, 2026, AS
REQUIRED BY CALIFORNIA CODE OF REGULATIONS, TITLE 2,
SECTION 570.5
C. RESOLUTION NO. 2026-140 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN EXTENSION TO THE ENHANCED
LATERAL INCENTIVE PAY FOR NEW LATERAL PEACE OFFICER
HIRES
D. RESOLUTION NO. 2026-141 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA MAKING VARIOUS AMENDMENTS TO THE FISCAL
YEAR 2026-27 BUDGET AND APPROPRIATING FUNDS THEREFOR
(4/5 VOTE REQUIRED)
E. RESOLUTION NO. 2026-142 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, AND DESIGNATING
THE FILERS AS LOCAL AGENCY OFFICIALS, THEREBY REQUIRING
THEM TO COMPLETE STATE-MANDATED ETHICS AND FISCAL AND
FINANCIAL TRAINING
F. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA
VISTA MUNICIPAL CODE SECTION 2.05.010 ADDING THE POSITION
TITLE OF DEPUTY DIRECTOR OF PUBLIC WORKS AND DELETING
THE UNCLASSIFIED POSITION TITLE OF PUBLIC WORKS
SUPERINTENDENT (FIRST READING) (4/5 VOTE REQUIRED)
5.6 Community Facilities Districts: Approve the Levy of Special Taxes and
Collectibles for Fiscal Year 2026-27
Adopt the following resolutions:
A. Levying special taxes to be collected to pay the costs of facilities and
services for Community Facilities Districts 97-3, 98-3, 99-2, 2000-1, 2001-
1, 2001-2, 2024-1, 2024-2, 07-I, 08-I, 08-M, 09-M, 11-M, 12-I, 12-M, 13-I,
13-M, 14-M, 14-M2, 16-I, 16M, 18-M and 19-M within the City of Chula
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Vista (“City”) and designating the Director of Finance to file a list of taxes
to be levied on each parcel with the County auditor each year.
B. Levying special taxes to be collected to pay the cost of facilities and
services for Community Facilities Districts 06-I and 07-M within the City of
Chula Vista and designating the Director of Finance to file a list of taxes
to be levied on each parcel with the County auditor each year.
C. Levying special taxes to be collected to pay the cost of facilities and
services for Community Facilities Districts 97-1, 97-2, and 99-1 within the
City of Chula Vista and designating the Director of Finance to file a list of
taxes to be levied on each parcel with the County auditor each year.
Item 5.6 headings:
A. RESOLUTION NO. 2026-143 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA LEVYING SPECIAL TAXES TO BE COLLECTED TO PAY
THE COSTS OF FACILITIES AND SERVICES FOR COMMUNITY
FACILITIES DISTRICTS 97-3, 98-3, 99-2, 2000-1, 2001-1, 2001-2, 2024-
1, 2024-2, 07-I, 08-I, 08-M, 09-M, 11-M, 12-I, 12-M, 13-I, 13-M, 14-M, 14-
M2, 16-I, 16M, 18-M, AND 19-M WITHIN THE CITY OF CHULA VISTA
AND DESIGNATING THE DIRECTOR OF FINANCE TO FILE A LIST OF
TAXES TO BE LEVIED ON EACH PARCEL WITH THE COUNTY
AUDITOR EACH YEAR
B. RESOLUTION NO. 2026-144 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA LEVYING SPECIAL TAXES TO BE COLLECTED TO PAY
THE COSTS OF FACILITIES AND SERVICES FOR COMMUNITY
FACILITIES DISTRICTS 06-I AND 07-M WITHIN THE CITY OF CHULA
VISTA AND DESIGNATING THE DIRECTOR OF FINANCE TO FILE A
LIST OF TAXES TO BE LEVIED ON EACH PARCEL WITH THE
COUNTY AUDITOR EACH YEAR
C. RESOLUTION NO. 2026-145 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA LEVYING SPECIAL TAXES TO BE COLLECTED TO PAY
THE COSTS OF FACILITIES AND SERVICES FOR COMMUNITY
FACILITIES DISTRICTS 97-1, 97-2, AND 99-1 WITHIN THE CITY OF
CHULA VISTA AND DESIGNATING THE DIRECTOR OF FINANCE TO
FILE A LIST OF TAXES TO BE LEVIED ON EACH PARCEL WITH THE
COUNTY AUDITOR EACH YEAR
5.7 Used Oil Recycling Program Participation: Authorize Submittal of an Oil
Payment Program Application to CalRecycle as the Regional Lead Participant
for the South Bay/East County Used Oil Program
Adopt a resolution approving the submittal of a regional Oil Payment Program
application to CalRecycle as the regional lead participant for the South Bay/East
County Used Oil Program.
Item 5.7 heading:
RESOLUTION NO. 2026-146 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA AUTHORIZING SUBMITTAL OF A REGIONAL APPLICATION ON BEHALF
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OF ITSELF AS LEAD PARTICIPANT AND ALL NON-LEAD PARTICIPANTS FOR
THE CALRECYCLE USED OIL PAYMENT PROGRAM
5.8 Purchase Agreements: Accept Bids from Miwall Corporation and San Diego
Police Equipment Co., Inc. and Approve Agreements to Purchase
Ammunition for the Police Department
Adopt a resolution accepting bids from Miwall Corporation and San Diego Police
Equipment Co., Inc., and approving agreements with each for the purchase of
ammunition for the Police Department.
Item 5.8 heading:
RESOLUTION NO. 2026-147 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA ACCEPTING BIDS FROM MIWALL CORPORATION AND SAN DIEGO
POLICE EQUIPMENT CO., INC. TO PURCHASE AMMUNITION FOR THE
POLICE DEPARTMENT
5.9 Agreement: Award a Cooperative Agreement to West Coast Arborist, Inc for
Citywide Tree Maintenance Services
Adopt a resolution awarding a cooperative agreement for tree maintenance
services to West Coast Arborist, Inc.
Item 5.9 heading:
RESOLUTION NO. 2026-148 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING A COOPERATIVE PURCHASING AGREEMENT FOR TREE
MAINTENANCE SERVICES BETWEEN THE CITY AND WEST COAST
ARBORIST, INC.
ITEMS REMOVED FROM THE CONSENT CALENDAR
5.4 CIP Appropriation: Amend the Fiscal Year 2026-27 CIP Program by
Appropriating Funds from the Available Fund Balance of the Public Facilities
Development Impact Fees Fund to the Fire Station 11 Project (GGV0273)
Robert spoke regarding the item.
Moved by Councilmember Inzunza
Seconded by Mayor McCann
To adopt Resolution No. 2026-137, the heading was read, text waived. The motion
was carried by the following vote:
Result, Carried (4 to 0)
Item 5.4 heading:
RESOLUTION NO. 2026-137 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA AMENDING THE FISCAL YEAR 2026-27 CAPITAL IMPROVEMENT
PROGRAM BUDGET BY APPROPRIATING PUBLIC FACILITIES
DEVELOPMENT IMPACT FEES FUNDS TO FIRE STATION 11 (CIP NO.
GGV0273) FOR ADDITIONAL CONSTRUCTION COSTS (4/5 VOTE REQUIRED)
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6. PUBLIC COMMENTS
The following members of the public spoke regarding various topics:
John Acosta, Chula Vista resident
Obviously Robert O
Richard Dohman spoke regarding access point to the Eastlake Storage company on
Germain Road.
Angelica Martinez, Chula Vista resident, expressed concerns regarding Council meeting
discussions and the use of meeting time.
The following members of the public spoke in support of establishing a committee on
golf courses:
Bob Strahl, Chula Vista resident
Liz Lebron, Chula Vista resident
Mark Liuag, Chula Vista resident
Thomas submitted written comments regarding matters related to transparency and
public accountability.
7. PUBLIC HEARINGS
7.1 Community Facilities District Annexation: Public Hearing and Election
Regarding Annexation of Eastlake Self Storage into Community Facilities
District No. 97-2
Notice of the hearing was given in accordance with legal requirements, and the
hearing was held on the date and no earlier than the time specified in the notice.
Deputy City Manager/Director of Development Services Sapa'u and Deputy
Director of Development Services Bridgeford gave a presentation on the item.
Mayor McCann opened the public hearing.
The following members of the public spoke in opposition to the item:
Amanda Alba, Chula Vista resident
Cynthia Garcia, Chula Vista resident
William Hauck, Chula Vista resident
Cynthia Castillo, Chula Vista resident
Adam Zamora, Chula Vista resident
Paul Echeverria, Chula Vista resident
Steve Limber, Chula Vista resident
Taylor Bond, Chula Vista resident
Evette G., Chula Vista resident
Lanea Hauck, Chula Vista resident
Jose Avalos, Chula Vista resident
Robert O spoke, expressing a neutral position on the item.
Delia Dominguez Cervantes submitted written comments in opposition to the item.
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At the request of Mayor McCann, there was a consensus of the City Council to
make a referral to the City Manager to verify that the road would provide
emergency access and investigate what the City could do to protect the citizens.
There being no further members of the public who wished to speak, Mayor
McCann closed the public hearing.
Moved by Mayor McCann
Seconded by Councilmember Chavez
To continue the public hearing to the August 11, 2026, City Council meeting. The
motion was carried by the following vote:
Result, Carried (4 to 0)
The meeting was recessed at 6:55 p.m. and reconvened at 7:20 p.m.
7.2 Open Space Maintenance Districts: Approve Levying the Assessments and
Collectibles for Fiscal Year 2026-27
Notice of the hearing was given in accordance with legal requirements, and the
hearing was held on the date and no earlier than the time specified in the notice.
Mayor McCann announced that, due to conflicts related to the item, it would be
continued to the July 21, 2026, City Council meeting.
Mayor McCann opened the public hearing.
Obviously Robert in person test spoke regarding speaking on a pulled item.
There being no members of the public who wished to speak, Mayor McCann
closed the public hearing.
8. ACTION ITEMS
8.1 Consider Items Removed From the Consent Calendar, if Any
For action on this item, refer to the section, Items Removed from the Consent
Calendar, above.
8.2 Ballot Measure: Consider Placing a Charter Amendment Measure on the Nov.
2026 Ballot Related to Term Limits, Elected Official Compensation, Council
Committees, Salary Setting & City Ethics Commissions, Public Contracting,
Lobbying, & Binding Arbitration
City Manager Allen gave a presentation on the item.
Brigette Browning spoke, expressing a neutral position on the item.
Kelvin Barrios spoke in support of the item.
At 7:47 p.m., the meeting was briefly recessed due to a disruption in the remote
public access service. Staff and the City's technology support team conducted
troubleshooting and restored service. The meeting reconvened at 7:49 p.m. with
public access restored.
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The following members of the public spoke in opposition to the item:
Obviously Robert Test in person
Angelica Martinez
Norma Toothman
Greg Martinez
David Stucky
Crystal Irving, representing SEIU Local 221
Delia Dominguez-Cervantes
Jerome O. Torres submitted written communications in opposition to the item.
City Attorney Verdugo stated that, due to a potential conflict of interest, outside
counsel would advise on portions of the measure affecting the City Attorney's
salary if necessary.
Mayor McCann moved to refer the proposed measure to the Charter Review
Commission and Board of Ethics for review before it returned to the City Council.
The motion died for lack of a second.
Mayor McCann moved to remove the salary increases from the ballot measure.
The motion died for lack of a second.
At the request of Councilmember Chavez there was a consensus of the City
Council to direct the City Attorney's Office to explore the possibility of including
additional bargaining units in the proposed measure related to binding arbitration.
There was a consensus of a majority of the City Council to designate Deputy
Mayor Fernandez to author the ballot argument in favor of the proposed measure.
9. PUBLIC COMMENTS (CONTINUED)
Brandon Claypool spoke regarding various topics.
Heidi Paola spoke regarding matters related to homelessness.
Becky Rapp spoke regarding matters related to cannabis access and use.
10. CITY MANAGER’S REPORTS
There were none.
11. MAYOR’S REPORTS
Mayor McCann reported on attendance at recent events and made community
announcements.
12. COUNCILMEMBERS’ REPORTS
Councilmembers reported on attendance at recent events and made community
announcements.
At the request of Councilmember Chavez, there was a consensus of the City Council to
direct the City Manager to return with an update on the master planning efforts for the
north side of Otay Ranch Community Park, including potential public facilities and
options for a senior center in eastern Chula Vista.
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Councilmember Chavez gave a report on the recent SANDAG meeting.
13. CITY CLERK'S REPORTS
There was none.
14. CITY ATTORNEY'S REPORTS
There were none.
15. 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 the City Council would convene in closed session
to discuss the items listed below.
The meeting was recessed at 9:05 p.m. and reconvened in closed session at 9:13 p.m.
with all members present.
15.1 Conference with Labor Negotiators Pursuant to Government Code Section
54957.6
Robert spoke regarding the item.
Agency-designated representatives: Tiffany Allen, Courtney Chase, Tanya
Tomlinson, and Marco Verdugo
Employee organization: NS-IAFF and IAFF
Action: No reportable action.
16. ADJOURNMENT
The meeting was adjourned at 9:53 p.m.
Minutes prepared by: Tyshar Turner, Deputy Director, City Clerk Services
_________________________
Kerry K. Bigelow, MMC, City Clerk
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City of Chula Vista
Special City Council Meeting
MINUTES
Date:
Location:
July 21, 2026, 4:00 p.m.
Council Chambers, 276 Fourth Avenue, Chula Vista, CA
Present: Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, Councilmember Preciado, Mayor McCann
Also Present: City Manager Allen, 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 4:00 p.m.
2. ROLL CALL
City Clerk Bigelow called the roll.
3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
Led by City Manager Allen.
4. 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 the City Council would convene in closed session
to discuss the items listed below.
The meeting was recessed at 4:13 p.m. and reconvened in closed session at 4:15 p.m.
with all members present.
4.1 Conference with Labor Negotiators Pursuant to Government Code Section
54957.6
Mayra Estrada, representing the Association of Chula Vista Employees, spoke
regarding labor negotiations, employee compensation, and workforce recruitment
and retention.
Robert spoke regarding the item.
Agency-designated representatives: Marco Verdugo, Tiffany Allen, Courtney
Chase, Tanya Tomlinson, and Elizabeth Pietanza
Employee Organizations: ACE, IAFF, NIAFF, POA, SEIU/MMPR, WCE
Action: No reportable action.
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5. ADJOURNMENT
The meeting was adjourned at 4:58 p.m.
Minutes prepared by: Tyshar Turner, Deputy Director, City Clerk Services
_________________________
Kerry K. Bigelow, MMC, City Clerk
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City of Chula Vista
Regular City Council Meeting
MINUTES
Date:
Location:
July 21, 2026, 5:00 p.m.
Council Chambers, 276 Fourth Avenue, Chula Vista, CA
Present: Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, Councilmember Preciado, Mayor McCann
Also Present: City Manager Allen, 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 5:00 p.m.
2. ROLL CALL
City Clerk Bigelow called the roll.
3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
Led by Councilmember Preciado.
4. CONSENT CALENDAR (Items 4.1 through 4.3)
John Acosta, Chula Vista resident, spoke in opposition to Item 4.2.
Robert spoke regarding various topics.
Moved by Councilmember Inzunza
Seconded by Councilmember Chavez
To approve the recommended actions appearing below consent calendar Items 4.1
through 4.3. The headings were read, text waived. The motion was carried by the
following vote:
Result, Carried (5 to 0)
4.1 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.
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4.2 Employee Position Titles: Adopt an Ordinance Amending Chula Vista
Municipal Code Section 2.05.010 Unclassified Position Titles
The following members of the public submitted written comments in opposition to
the item:
Paul Henkin
Sherry Deaner-Harrington
Adopt an ordinance amending Chula Vista Municipal Code Section 2.05.010
adding the unclassified position title of Deputy Director of Public Works and
deleting the unclassified position title of Public Works Superintendent. (Second
Reading and Adoption) (4/5 Vote Required)
Item 4.2 heading:
ORDINANCE NO. 3624 OF THE CITY OF CHULA VISTA AMENDING CHULA
VISTA MUNICIPAL CODE SECTION 2.05.010 ADDING THE POSITION TITLE OF
DEPUTY DIRECTOR OF PUBLIC WORKS AND DELETING THE
UNCLASSIFIED POSITION TITLE OF PUBLIC WORKS SUPERINTENDENT
(SECOND READING AND ADOPTION) (4/5 VOTE REQUIRED)
4.3 Approve Agreement: Approve an Agreement with PFM Financial Advisors
LLC to Advise the South County Higher Education Planning Task Force
Adopt a resolution approving a Consultant Services Agreement with PFM Financial
Advisors, LLC (“PFM”) to provide financial analysis, fiscal evaluation, and strategic
advisory services in direct support of the South County Higher Education Planning
Task Force.
Item 4.3 heading:
RESOLUTION NO. 2026-149 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING A CONSULTANT SERVICES AGREEMENT BETWEEN THE
CITY AND PFM FINANCIAL ADVISORS LLC.
5. PUBLIC COMMENTS
The following members of the public spoke regarding various topics:
John Acosta, Chula Vista resident
Truth Tonix
Mayra Estrada spoke regarding the air conditioning system at the Animal Care Facility.
Lorraine Cypher spoke in support of Police Chief Kennedy.
Angelica Martinez spoke regarding attendance at City Council meetings.
Brandon Plascencia spoke regarding homelessness in the City.
Becky Rapp spoke in opposition to AB2697 related to drive-through cannabis sales.
6. PUBLIC HEARINGS
6.1 Open Space Maintenance Districts: Approve Levying the Assessments and
Collectibles for Fiscal Year 2026-27
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Notice of the hearing was given in accordance with legal requirements, and the
hearing was held on the date and no earlier than the time specified in the notice.
Mayor McCann stated he would abstain from voting on Items 6.1 B and 6.1 D, and
Councilmember Chavez stated she would abstain from voting on Items 6.1 B and
6.1 C, due to potential property-related conflicts of interest.
Mayor McCann opened the public hearing.
Robert spoke regarding the item and various other topics.
Paul Henkin submitted written comments expressing a neutral position on the item.
There being no further members of the public who wished to speak, Mayor
McCann closed the public hearing.
Moved by Mayor McCann
Seconded by Deputy Mayor Fernandez
To adopt Resolution No. 2026-150 (Item 6.1 A), the heading was read, text waived.
The motion was carried by the following vote:
Result, Carried (5 to 0)
Item 6.1 A heading:
RESOLUTION NO. 2026-150 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR FISCAL YEAR
2026-27 FOR OPEN SPACE DISTRICTS 2 THROUGH 11, 14, 15, 17, 18, 20
(ZONES 1 THROUGH 4, 6, 8 AND 9), 23, 24, 26, 31, 33, EASTLAKE
MAINTENANCE DISTRICT NO 1, TOWN CENTRE MAINTENANCE DISTRICT,
AND BAY BOULEVARD MAINTENANCE DISTRICT
Moved by Councilmember Preciado
Seconded by Councilmember Inzunza
To adopt Resolution No. 2026-151(Item 6.1 B), the heading was read, text waived.
The motion was carried by the following vote:
Result, Carried (3 to 0)
Item 6.1 B heading:
RESOLUTION NO. 2026-151 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR FISCAL YEAR
2026-27 FOR OPEN SPACE DISTRICT 1
Moved by Mayor McCann
Seconded by Deputy Mayor Fernandez
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To adopt Resolution No. 2025-152 (Item 6.1 C), the heading was read, text waived.
The motion was carried by the following vote:
Result, Carried (4 to 0)
Item 6.1 C heading:
RESOLUTION NO. 2026-152 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR FISCAL YEAR
2026-27 FOR OPEN SPACE DISTRICT 20 ZONE 5
Moved by Councilmember Inzunza
Seconded by Councilmember Preciado
To adopt Resolution No. 2026-153 (Item 6.1 D), the heading was read, text waived.
The motion was carried by the following vote:
Result, Carried (4 to 0)
Item 6.1D heading:
RESOLUTION NO. 2026-153 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR FISCAL YEAR
2026-27 FOR OPEN SPACE DISTRICT 20 ZONE 7
The meeting was recessed at 5:37 p.m. and reconvened at 5:47 p.m.
7. ACTION ITEMS
7.1 Consider Items Removed From the Consent Calendar, if Any
There were none.
7.2 Ballot Initiative: Provide Direction on a Proposed Amendment to the Chula
Vista City Charter, Consider Placing a Measure on the November 3, 2026
Ballot to Amend the Charter, Carry Out Necessary Election Procedures, &
Authorize Other Necessary Actions
Steve Stenberg, Chula Vista resident, spoke expressing a neutral position on the
item.
The following members of the public spoke in support of the item:
Jorge Sanchez
Al Sanchez
Kelvin Barrios, representing Local 89
Leonel Urquidez
Alfredo Alvarez
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The following members of the public spoke in opposition to the item:
John Acosta, Chula Vista resident
David Stucky, Chula Vista resident
Mayra Estrada, representing the Association of Chula Vista Employees
Jerome Torres, Chula Vista resident
Sandra Chavez, Chula Vista resident
Delia Dominguez Cervantes, Chula Vista resident
Joseph Raso, Chula Vista resident
Erica Brancato, Chula Vista resident
Elroy Kihano, Chula Vista resident
Andrew Lawson, Chula Vista resident
Fred Cowles, Chula Vista resident
Bebe Ren, Chula Vista resident
Dr. Marco Amaral
Robin Leon, Chula Vista
Viridiana Word, Chula Vista resident
Martin Calvo, Chula Vista resident
Kevin Marshall, Chula Vista resident
Angelica Martinez, Chula Vista resident
Greg Martinez, Chula Vista resident
Francisco Rivera, Chula Vista resident
Cindy D., Chula Vista resident
Rocky Martinez, Chula Vista resident
Mary D.
Michael Gorski, Chula Vista resident
Henry Aspeytia, representing New Beginnings Church
Corina Soto, Chula Vista resident
Tim D.
Leonardo Figueroa, Chula Vista resident
Susan McManus, Chula Vista resident
Board of Ethics Chair Salas
Bobby Salas, Chula Vista resident
Paula Whitsell, Chula Vista resident
Brandon Plascencia
Truth Tonix
Marcela Miranda-Prieto
Robert Krilowicz
Robert
Harry Orgovan
Consuelo Henkin
Paul Henkin
The following members of the public submitted written comments in opposition to
the item:
Lily G.
Paul Henkin
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Moved by Mayor McCann, seconded by Deputy Mayor Fernandez, to remove the
salary increases for the City Council, Mayor, and City Attorney from the proposal.
The motion was superseded by a substitute motion.
The following action was made and carried:
Moved by Councilmember Inzunza
Seconded by Councilmember Preciado
To take no action to place the measure on the November 2026 ballot and to refer
the proposed Charter amendments to the Charter Review Commission with a
report to return to the City Council at a future date that would allow sufficient time
for public input. The motion was carried by the following vote:
Result, Carried (4 to 1)
Moved by Mayor McCann
Seconded by Councilmember Preciado
With respect to the proposed Charter amendments to be referred to the Charter
Review Commission, to clarify that the City Council is not interested in the
Commission making recommendations regarding changes to the full-time or part-
time status of City Councilmembers or recommendations related to elected
officials’ salaries. The motion was carried by the following vote:
Result, Carried (4 to 1)
The meeting was recessed at 8:55 p.m. and reconvened at 9:00 p.m.
7.3 Boards and Commissions: Approve Seat Designations for Newly Created
District-Nominated Seats on Certain Boards and Commissions
The following members of the public spoke regarding vacancies on boards and
commissions:
Martin Calvo, representing the Park and Recreation Commission
Robert
Consuelo Henkin spoke regarding the item.
Moved by Councilmember Preciado
Seconded by Deputy Mayor Fernandez
To adopt Resolution No. 2026-154, the heading was read, text waived. The motion
was carried by the following vote:
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Yes (4): Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, and Councilmember Preciado
No (1): Mayor McCann
Result, Carried (4 to 1)
Item 7.3 heading:
RESOLUTION NO. 2026-154 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING SEAT DESIGNATIONS FOR NEWLY CREATED DISTRICT-
NOMINATED SEATS ON THE BOARD OF LIBRARY TRUSTEES, CHARTER
REVIEW COMMISSION, SUSTAINABILITY COMMISSION, TRAFFIC SAFETY
COMMISSION, AND VETERANS ADVISORY COMMISSION
8. PUBLIC COMMENTS (CONTINUED)
Madison Rapp spoke in opposition to commercial cannabis businesses.
Robert expressed concerns regarding the Police Department's technology programs.
Consuelo Henkin spoke regarding human trafficking.
Paul Henkin spoke regarding various topics.
9. CITY MANAGER’S REPORTS
There were none.
10. MAYOR’S REPORTS
Mayor McCann reported on attendance at recent events and made community
announcements.
11. COUNCILMEMBERS’ REPORTS
Councilmembers reported on attendance at recent events and made community
announcements.
Councilmember Chavez reported on the recent SANDAG Public Safety meeting.
At the request of Councilmember Inzunza, there was a consensus of the City Council to
add an item to the earliest available City Council agenda to consider a resolution
supporting Assembly Bill 1761, Senate Bill 1138, and Assembly Bill 2493, which San
Diego Community Power identified as legislative priorities.
Deputy Mayor Fernandez provided an update related to the upcoming MTS meeting.
12. CITY CLERK'S REPORTS
City Clerk Bigelow commented on remote public participation in City Council meetings.
13. CITY ATTORNEY'S REPORTS
13.1 Council Policy No. 111-02: Discussion Regarding Amendments to the Special
Orders of the Day and Proclamations Policy
Item was withdrawn.
14. CLOSED SESSION
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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 the City Council would convene in closed session
to discuss the items listed below.
The meeting was recessed at 9:50 p.m. and reconvened in closed session at 9:54 p.m.
with all members present.
14.1 Conference with Legal Counsel Regarding Existing Litigation Pursuant to
Government Code Section 54956.9(d)(1)
The following members of the public spoke on the item:
Robert
Consuelo Henkin
Name of case: Alexis Lopez v. Gerardo Rios, et al., San Diego Superior Court
Case No. 25CU002571C
Action: No reportable action.
15. ADJOURNMENT
The meeting was adjourned at 9:56 p.m.
Minutes prepared by: Tyshar Turner, Deputy Director, City Clerk Services
_________________________
Kerry K. Bigelow, MMC, City Clerk
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City of Chula Vista
Regular City Council Meeting
MINUTES
Date:
Location:
July 28, 2026, 5:00 p.m.
Council Chambers, 276 Fourth Avenue, Chula Vista, CA
Present: Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, Councilmember Preciado, Mayor McCann
Also Present: City Manager Allen, 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 5:00 p.m.
2. ROLL CALL
City Clerk Bigelow called the roll.
3. PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
Led by Fire Chief Manroe.
4. CONSENT CALENDAR (Items 4.1 through 4.8)
John Acosta, Chula Vista resident, spoke in opposition to Item 4.8.
Robert spoke regarding various topics related to the consent calendar.
Moved by Councilmember Inzunza
Seconded by Councilmember Preciado
To approve the recommended actions appearing below consent calendar Items 4.1
through 4.8. The headings were read, text waived. The motion was carried by the
following vote:
Result, Carried (5 to 0)
4.1 Approve Meeting Minutes
Approve the minutes dated: July 14, 2026
4.2 Waive Reading of Text of Resolutions and Ordinances
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Approve a motion to read only the title and waive the reading of the text of all
resolutions and ordinances at this meeting.
4.3 Consider Requests for Excused Absences
Approve an excused absence for Councilmember Preciado from the July 14, 2026,
City Council meeting.
4.4 Community Facilities District: Declare Intention to Form Community
Facilities District No. 2025-1 (Village 8 East)
Adopt the following resolutions:
A. Approving the boundaries of proposed Community Facilities District No.
2025-1 (Village 8 East) (“CFD No. 2025-1”), declaring the intention of the
City Council to authorize the formation of the proposed CFD No. 2025-1,
levy a special tax, and set a time and place for the public hearing; and
B. Declaring necessity to incur bonded indebtedness.
Item 4.4 headings:
A. RESOLUTION NO. 2026-155 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, DECLARING INTENTION TO ESTABLISH PROPOSED
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (VILLAGE 8 EAST) OF THE
CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA,
INCLUDING IMPROVEMENT AREAS THEREIN, AND TAKING OTHER ACTIONS
RELATING THERETO
B. RESOLUTION NO. 2026-156 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, CALIFORNIA, DECLARING THE NECESSITY TO INCUR A
BONDED INDEBTEDNESS ON BEHALF OF EACH IMPROVEMENT AREA OF
COMMUNITY FACILITIES DISTRICT NO. 2025-1 (VILLAGE 8 EAST) OF THE
CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, TO
BE SECURED BY SPECIAL TAXES LEVIED THEREIN TO PAY FOR THE
ACQUISITION OR CONSTRUCTION OF CERTAIN PUBLIC FACILITIES
4.5 Agreements: Approve an Agreement with Southern Counties Oil Co., a CA
Limited Partnership DBA SC Fuels, and an Amendment to the Agreement
with SC Commercial, LLC DBA SC Fuels for Fuel Supply and Delivery
Adopt the following resolutions:
A. Approving an agreement with Southern Counties Oil Co., a CA Limited
Partnership DBA SC Fuels (“SCOC”); and
B. Approving an amended agreement with SC Commercial, LLC DBA SC
Fuels (“SC Commercial”) to provide motor vehicle fuel supply and
delivery.
Item 4.5 headings:
A. RESOLUTION NO. 2026-157 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE FIRST AMENDMENT TO THE CONTRACTOR
SERVICE AGREEMENT FOR MOTOR VEHICLE FUEL SUPPLY AND DELIVERY
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BETWEEN THE CITY OF CHULA VISTA AND SC COMMERCIAL, LLC, DBA SC
FUELS
B. RESOLUTION NO. 2026-158 OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING A CONTRACTOR SERVICE AGREEMENT FOR
MOTOR VEHICLE FUEL SUPPLY AND DELIVERY BETWEEN THE CITY OF
CHULA VISTA AND SOUTHERN COUNTIES OIL CO., A CALIFORNIA LIMITED
PARTNERSHIP DBA SC FUELS
4.6 Active Transportation Program: Authorize the Submittal of a Cycle 8 Grant
Application for Bayshore Bikeway - Lagoon Drive to H Street; and Confirm
the City’s Assurance to Complete the Projects
Adopt a resolution authorizing the submittal of an application for the Active
Transportation Program Cycle 8 grant for Bayshore Bikeway Segment 6B between
Lagoon Drive and H Street and confirming the City’s commitment to complete this
project and enhance the local transportation infrastructure.
Item 4.6 heading:
RESOLUTION NO. 2026-159 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA AUTHORIZING THE SUBMITTAL OF AN ACTIVE TRANSPORTATION
PROGRAM – CYCLE 8 GRANT APPLICATION FOR THE BAYSHORE BIKEWAY
SEGMENT 6B FROM LAGOON DRIVE TO H STREET PROJECT; AND
CONFIRMING THE CITY’S ASSURANCE TO COMPLETE THE PROJECT
4.7 Agreement: Approve an Agreement with Chen Ryan Associates, Inc. to
Perform Preliminary Engineering, Environmental Analysis, and Final Design
Engineering Services for “F Street Promenade Phase 1” (CIP STL0464)
Adopt a resolution approving a professional services agreement with Chen Ryan
Associates, Inc. to perform engineering consulting services for Federal Project
ATPL-5203(055): City Project F Street Promenade Phase 1 (STL0464).
Item 4.7 heading:
RESOLUTION NO. 2026-160 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING A CONSULTANT SERVICES AGREEMENT BETWEEN THE
CITY AND CHEN RYAN ASSOCIATES, INC. TO PROVIDE PROFESSIONAL
ENGINEERING CONSULTANT SERVICES
4.8 Agreement Amendment: Approve an Amendment to Consultant Services
Agreement with I-GSD Management Inc. for Project Management/City
Representative Services
Adopt a resolution approving an amendment to a consultant services agreement
with I-GSD Management Inc. for project management/city representative services
that 1) increases the initial contract (through September 30, 2026) amount by
$53,400; and 2) exercises the one-year extension option through September 30,
2027 at $300,000, for a total not-to-exceed amount of $703,400.
Item 4.8 heading:
RESOLUTION NO. 2026-161 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING AN AMENDMENT TO A CONSULTANT SERVICES
AGREEMENT BETWEEN THE CITY AND I-GSD MANAGEMENT INC.
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5. PUBLIC COMMENTS
John Acosta, Chula Vista resident, spoke regarding various topics.
Leonardo Figueroa spoke regarding ethics concerns related to the July 21, 2026, City
Council meeting.
Truth Tonix spoke regarding campaign finance disclosures, government transparency,
and the proposed Charter amendments.
Madison Rapp spoke regarding nicotine addiction among teens.
Becky Rapp spoke in opposition to kratom products being sold in the City.
Peggy Walker spoke regarding cannabis addiction among teens.
Robert spoke regarding boards and commissions.
6. BOARD AND COMMISSION REPORTS
6.1 Hear a Presentation from the Board of Ethics Regarding Its Recommendation
to Implement an Ex Parte Communication Policy
Board of Ethics Chair Salas and Member Gersten gave a presentation on the item.
Robert spoke regarding the item.
There was a consensus of the City Council to direct the City Attorney to review and
formalize the proposed Ex Parte Communications Policy, including its consistency
with existing City policies and its scope and disclosure requirements.
7. PUBLIC HEARINGS
7.1 Gaming Operations: Amend Chula Vista Municipal Code Chapter 5.20
“Gambling” Incorporating Chula Vista Gaming Plan Provisions in
Accordance with State Law
Notice of the hearing was given in accordance with legal requirements, and the
hearing was held on the date and no earlier than the time specified in the notice.
Special Projects Manager Relph announced that a revised appendix to the
ordinance for the item had been distributed and that action on the item would be on
the revised document.
Special Projects Manager Relph and Police Sergeant Patrick White gave a
presentation on the item.
Mayor McCann opened the public hearing.
Robert spoke regarding the item.
There being no further members of the public who wished to speak, Mayor
McCann closed the public hearing.
Moved by Mayor McCann
Seconded by Councilmember Preciado
To place the below ordinance on first reading, the heading was read, text waived.
The motion was carried by the following vote:
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Yes (5): Councilmember Chavez, Deputy Mayor Fernandez, Councilmember
Inzunza, Councilmember Preciado, and Mayor McCann
Result, Carried (5 to 0)
Item 7.1 heading:
ORDINANCE OF THE CITY OF CHULA VISTA READOPTING THE CHULA VISTA
GAMING PLAN AS AN APPENDIX TO CHULA VISTA MUNICIPAL CODE
CHAPTER 5.20 GAMBLING (FIRST READING)
The meeting was recessed at 6:05 p.m. and reconvened at 6:10 p.m.
8. ACTION ITEMS
8.1 Consider Items Removed From the Consent Calendar, if Any
There were none.
8.2 Surplus Land Declaration: Declare a Portion of City-Owned Property Surplus
Land
Real Property Manager Dickson gave a presentation on the item.
Moved by Mayor McCann
Seconded by Councilmember Chavez
To adopt Resolution No. 2026-162, the heading was read, text waived. The motion
was carried by the following vote:
Result, Carried (5 to 0)
Item 8.2 heading:
RESOLUTION NO. 2026-162 OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA DECLARING THE CITY-OWNED REAL PROPERTY LOCATED IN THE
RANCHO ROBINHOOD UNIT 3 OPEN SPACE DISTRICT WITH ASSESSOR’S
PARCEL NUMBER 593-320-01-00 CONSISTING OF APPROXIMATELY 4,717
SQUARE FEET, AS SURPLUS LAND
8.3 City Council Referrals: Presentation on City Council Referrals Related to
Events and Associated Policies
Deputy City Manager Chase, City Librarian Whatley, Special Events Coordinator
Bermudez, Director of Finance Del Rio, and Chief Communications Officer
Cihomsky gave a presentation on the item.
Lisa Cohen, Chula Vista resident, spoke regarding the State of the City events.
Robert spoke regarding the item.
At the request of Councilmember Inzunza, there was a consensus of a majority of
the City Council, with Mayor McCann opposed, to direct staff to return with policy
language to place operational control of all signature and civic events with the City
Manager’s office, including the State of the City, with direction that these items
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return for City Council consideration on August 11, and that the changes be applied
as soon as the City Manager and City Attorney are able.
9. PUBLIC COMMENTS (CONTINUED)
Gloria Cacho, Chula Vista resident, spoke regarding Council decorum during the
meeting.
Sylvia Irigoyen spoke regarding overdose prevention measures at Metropolitan Transit
System trolley stations.
10. CITY MANAGER’S REPORTS
There were none.
11. MAYOR’S REPORTS
Mayor McCann reported on attendance at recent events and made community
announcements.
12. COUNCILMEMBERS’ REPORTS
Councilmembers reported on attendance at recent events and made community
announcements.
Councilmember Chavez provided an update on various topics related to SANDAG.
13. CITY CLERK'S REPORTS
There were none.
14. CITY ATTORNEY'S REPORTS
There were none.
15. ADJOURNMENT
The meeting was adjourned at 8:05 p.m.
Minutes prepared by: Tyshar Turner, Deputy Director, City Clerk Services
_________________________
Kerry K. Bigelow, MMC, City Clerk
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v . 0 0 3 P a g e | 1
August 11, 2026
ITEM TITLE
Gaming Operations: Adopt an Ordinance to Amend Chula Vista Municipal Code Chapter 5.20 “Gambling”
Incorporating Chula Vista Gaming Plan Provisions in Accordance with State Law
Location: No specific geographic location
Department: City Manager
G.C. § 84308 Regulations Apply: No
Environmental Notice: The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing Facilities).
Recommended Action
Adopt an ordinance amending Chula Vista Municipal Code Chapter 5.20 “Gambling” incorporating the Chula
Vista Gaming Plan as an appendix in accordance with State law. (Second Reading and Adoption)
Summary
This ordinance was placed on first reading on July 28, 2026. The original staff report can be accessed at the
following link: Gaming Operations: Amend Chula Vista Municipal Code Chapter 5.20 “Gambling”
Incorporating Chula Vista Gaming Plan Provisions in Accordance with State Law
Please note, the original staff report may include information beyond the scope of the ordinance proposed
for adoption with this action.
For questions, please contact the staff indicated in the original staff report or cityclerk@chulavistaca.gov.
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SECOND READING AND ADOPTION
C:\Program Files\eSCRIBE\TEMP\1503810813\1503810813,,,2nd Reading Ordinance.docx
ORDINANCE NO.
ORDINANCE OF THE CITY OF CHULA VISTA READOPTING
THE CHULA VISTA GAMING PLAN AS AN APPENDIX TO
CHULA VISTA MUNICIPAL CODE CHAPTER 5.20
GAMBLING
WHEREAS, since 1995, the City has regulated card clubs via ordinances codified in the
Chula Vista Municipal Code and via its Gaming Plan, adopted and amended by Resolution; and
WHEREAS, the California Gaming Control Commission has asked the City to incorporate
its Gaming Plan into its ordinances; and
WHEREAS, the adoption of this ordinance is not a “project” that might impact the physical
environment subject to environmental review under the California Environmental Quality Act
under State CEQA sections 15061(b)(3) [the “common sense” exemption], Guidelines section
15060(c) and is categorically exempt from such review under State CEQA Guidelines section
15321 [“enforcement actions by regulatory agencies”].
NOW, THEREFORE the City Council of the City of Chula Vista does ordain as follows:
Section I. Chula Vista Municipal Code Chapter 5.20.001 is hereby amended to read
as follows:
5.20.001 Gaming plan adopted by ordinance
In addition to the gaming, and regulatory controls that otherwise exist in relation to gaming,
allowed in Chula Vista specifically by this chapter, the City Council is hereby authorized to adopt
by ordinance after public hearing, and from time to time amend by ordinance after public hearing,
a gaming plan (“Chula Vista gaming plan,” or alternatively “gaming plan”), which gaming plan
shall contain such provisions and regulations as the City Council shall deem appropriate, including
but not limited to the following:
A. Types of gaming allowed;
B. Hours and days of operations;
C. Location of gaming;
D. Auditing of gaming establishments;
E. Licensing fees or other charges, including charges on a percentage of gross receipts
basis, in an amount the Council deems appropriate;
F. Maximum number of players per table;
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Ordinance
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G. Bets and wagers permitted;
H. Charges for gaming;
I. Licensing, including number of licensees and consolidation;
J. Drinking of intoxicating beverages;
K. Maximum number of tables on premises;
L. Every aspect of operation of gaming establishments.
However, the Chula Vista gaming plan shall not allow any form or type of gaming within
the City which is not allowed by law.
Notwithstanding the foregoing, no gaming plan may be approved by the Council without
receipt and consideration by the Council, at a public hearing, of the comments and
recommendations of the Chief of Police and the City Manager; and no permit or license thereunder
may be issued without the concurrence of both the Chief of Police and the City Council. The
gaming plan shall have, at a minimum, a provision that requires permits to be issued to specific
operators and makes it mandatory that the permit issuing authority is vested in both the Chief of
Police and the City Council jointly.
Section II. Chula Vista Municipal Code Chapter 5.20.035 is hereby amended to read
as follows:
5.20.035 Consolidation - Permitted
Unless otherwise expanded or provided by the Chula Vista gaming plan, notwithstanding
the provisions of CVMC 5.20.160 regarding the maximum number of tables on premises, the City
Council may, in their sole discretion, grant additional licenses to a Person having an interest in or
holding a license to any cardroom in the City, but then only in accordance with the procedures set
forth in this chapter or the Chula Vista gaming plan and only if the total number of licenses issued,
including consolidated licenses as two separate licenses, does not exceed the maximum permitted
by CVMC 5.20.030 or the Chula Vista gaming plan. Unless otherwise provided by the Chula Vista
gaming plan, a Person shall be deemed to have an interest in, or hold, an existing license if said
Person is a designated licensee, is presently married to an existing licensee, is the parent or child
of an existing licensee, owns shares in a corporation that owns a license or has a partnership interest
in a license, owns a partnership interest in a partnership that has a license or owns sh ares in a
corporation that owns a license, or has some other relation to a licensed cardroom as specified in
the Chula Vista gaming plan.
Unless otherwise provided by the Chula Vista gaming plan, consolidation occurs whenever
a cardroom licensee or a Person having a financial interest in a cardroom obtains a license to
operate an additional cardroom or acquires a financial interest in an additional cardroom.
Section III. Chula Vista Municipal Code Chapter 5.20.130 is hereby amended to read
as follows:
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5.20.160 Maximum number of tables on premises and in the City.
Unless otherwise allowed by the Chula Vista gaming plan, no more than eight tables shall
be permitted at any premises licensed as a cardroom pursuant to this chapter, except that at
cardrooms operating under two consolidated licenses, 20 tables shall be permitted.
Under 5.20.030, if four licenses were issued, the maximum number of tables allowed in
the Chula Vista would be 40 tables.
Section IV. Repeal
Section 5.20.002 of the Chula Vista Municipal Code, entitled “All California gaming
allowed subject to gaming plan” is hereby repealed.
Section 5.20.006 of the Chula Vista Municipal Code, entitled “Characterization of gaming
plan” is hereby repealed.
Section V. Readoption of the Chula Vista Gaming Plan
The Chula Vista Gaming Plan, as adopted and amended to date by resolution of the City
Council of the City of Chula Vista is hereby readopted by this ordinance as an appendix to Chapter
5.20 of the Chula Vista Municipal Code and shall hereafter be amended by ordinance as permitted
by state law and the City Charter.
Section VI. 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 VII. 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. To the extent the provisions of the Chula Vista Municipal Code as amended by
this Ordinance are substantially the same as the provisions of that Code as it is existed ea rlier or
as the provisions of the Chula Vista Gaming Pan existed earlier, those provisions shall be construed
as continuations of those earlier provisions, as not as new enactments.
Section VIII. Effective Date
This Ordinance shall take effect and be in force on the thirtieth day after its final passage.
Section IX. Publication
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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
Tiffany Allen Marco A. Verdugo
City Manager City Attorney
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C:\Program Files\eSCRIBE\TEMP\14522034804\14522034804,,,Attachment 1 - Ordinance-CVMC Chapter 5.20 Redline.docx
ORDINANCE NO.
ORDINANCE OF THE CITY OF CHULA VISTA READOPTING
THE CHULA VISTA GAMING PLAN AS AN APPENDIX TO
CHULA VISTA MUNICIPAL CODE CHAPTER 5.20
GAMBLING
WHEREAS, since 1995, the City has regulated card clubs via ordinances codified in the
Chula Vista Municipal Code and via its Gaming Plan, adopted and amended by Resolution; and
WHEREAS, the California Gaming Control Commission has asked the City to incorporate
its Gaming Plan into its ordinances; and
WHEREAS, the adoption of this ordinance is not a “project” that might impact the physical
environment subject to environmental review under the California Environmental Quality Act
under State CEQA sections 15061(b)(3) [the “common sense” exemption], Guidelines section
15060(c) and is categorically exempt from such review under State CEQA Guidelines section
15321 [“enforcement actions by regulatory agencies”].
NOW, THEREFORE the City Council of the City of Chula Vista does ordain as follows:
Section I. Chula Vista Municipal Code Chapter 5.20.001 is hereby amended to read
as follows:
5.20.001 Gaming plan adopted by resolution ordinance
In addition to the gaming, and regulatory controls that otherwise exist in relation to gaming,
allowed in Chula Vista specifically by this chapter, the City Council is hereby authorized to adopt
by resolution ordinance after public hearing, and from time to time amend by resolution ordinance
after public hearing, a gaming plan (“Chula Vista gaming plan,” or alternatively “gaming plan”),
which gaming plan shall contain such provisions and regulations as the City Council shall deem
appropriate, including but not limited to the following:
A. Types of gaming allowed, including but not limited to card games, on-site horse and
dog wagering, sports book, casino games, video gambling, etc.;
B. Hours and days of operations;
C. Location of gaming;
D. Auditing of gaming establishments;
E. Licensing fees or other charges, including charges on a percentage of gross receipts
basis, in an amount the Council deems appropriate;
F. Maximum number of players per table;
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G. Bets and wagers permitted;
H. Charges for gaming;
I. Licensing, including number of licensees and consolidation;
J. Drinking of intoxicating beverages;
K. Maximum number of tables on premises;
L. Every aspect of operation of gaming establishments.
However, the Chula Vista gaming plan shall not allow any form or type of gaming within
the City which is not allowed at least at one other location anywhere within the state of California,
or federal or Native American enclave or reservation located within the jurisdictional boundaries
of the state by law.
Notwithstanding the foregoing, no gaming plan may be approved by the Council without
receipt and consideration by the Council, at a public hearing, of the comments and
recommendations of the Chief of Police and the City Manager; and no permit or license thereunder
may be issued without the concurrence of both the Chief of Police and the City Council. The
gaming plan shall have, at a minimum, a provision that requires permits to be i ssued to specific
operators and makes it mandatory that the permit issuing authority is vested in both the Chief of
Police and the City Council jointly.
Section II. Chula Vista Municipal Code Chapter 5.20.035 is hereby amended to read
as follows:
5.20.035 Consolidation - Permitted
Unless otherwise expanded or provided by the Chula Vista gaming plan, notwithstanding
the provisions of CVMC 5.20.160 regarding the maximum number of tables on premises, the City
Council may, in their sole discretion, grant additional licenses to a Person having an interest in or
holding a license to any cardroom in the City, but then only in accordance with the procedures set
forth in this chapter or the Chula Vista gaming plan and only if the total number of licenses issued,
including consolidated licenses as two separate licenses, does not exceed the maximum permitted
by CVMC 5.20.030 or the Chula Vista gaming plan. If such application for an additional single
license is granted, the maximum number of tables permitted in the consolidation of two licenses
is 12, unless otherwise provided by the Chula Vista gaming plan. Unless otherwise provided by
the Chula Vista gaming plan, a Person shall be deemed to have an interest in, or hold, an existing
license if said Person is a designated licensee, is presently married to an existing licensee, is the
parent or child of an existing licensee, owns shares in a corporation that owns a license or has a
partnership interest in a license, owns a partnership interest in a partnership t hat has a license or
owns shares in a corporation that owns a license, or has some other relation to a licensed cardroom
as specified in the Chula Vista gaming plan.
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Unless otherwise provided by the Chula Vista gaming plan, consolidation occurs whenever
a cardroom licensee or a Person having a financial interest in a cardroom obtains a license to
operate an additional cardroom or acquires a financial interest in an additional cardroom.
Section III. Chula Vista Municipal Code Chapter 5.20.130 is hereby amended to read
as follows:
5.20.160 Maximum number of tables on premises and in the City.
Unless otherwise allowed by the Chula Vista gaming plan, no more than eight tables shall
be permitted at any premises licensed as a cardroom pursuant to this chapter, except that at
cardrooms operating under two consolidated licenses, 12 20 tables shall be permitted., and said
playing area shall be located on the ground floor and the tables shall be arranged so that the playing
surface of each table shall be visible from the sidewalk or public walk immediately adjacent to the
cardroom, unless otherwise allowed by the Chula Vista gaming plan. The holder of a cardroom
license may appeal the visibility requirement to the Zoning Administrator.
Under 5.20.030, if four licenses were issued, the maximum number of tables allowed in
the Chula Vista would be 40 tables.
Section IV. Repeal
Section 5.20.002 of the Chula Vista Municipal Code, entitled “All California gaming
allowed subject to gaming plan” is hereby repealed.
Section 5.20.006 of the Chula Vista Municipal Code, entitled “Characterization of gaming
plan” is hereby repealed.
Section V. Readoption of the Chula Vista Gaming Plan
The Chula Vista Gaming Plan, as adopted and amended to date by resolution of the City
Council of the City of Chula Vista is hereby readopted by this ordinance as an appendix to Chapter
5.20 of the Chula Vista Municipal Code and shall hereafter be amended by ordinance as permitted
by state law and the City Charter.
Section VI. 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 VII. Construction
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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. To the extent the provisions of the Chula Vista Municipal Code as amended by
this Ordinance are substantially the same as the provisions of that Code as it is existed earlier or
as the provisions of the Chula Vista Gaming Pan existed earlier, those provisions shall be construed
as continuations of those earlier provisions, as not as new enactments.
Section VIII. Effective Date
This Ordinance shall take effect and be in force on the thirtieth day after its final passage.
Section IX. 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
Tiffany Allen Marco A. Verdugo
City Manager City Attorney
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1
CHULA VISTA GAMING PLAN
[Adopted November 14, 2023]
In accordance with Chapter 5.20 of the Chula Vista Municipal Code {the "Gaming
Code"), this document shall serve as the gaming plan for the operation of Cardrooms
within the City of Chula Vista {the "Gaming Plan"). This Gaming Plan was originally
adopted on February 13, 1996, after a public hearing, pursuant to city council Resolution
No. 18212. The Gaming Plan has been amended as follows: {l) on January 13, 1998
pursuant to Resolution No. 18862; {2) on November 10, 1998 pursuant to Resolution No.
19251; {3) on September 26, 2000, pursuant to Resolution No. 2000-332; {4) on October
6, 2009, pursuant to Resolution No. 2009 -238; {5) on March 14, 2012, pursuant to
Resolution No. 2012-047; {6) on March 3, 2015, pursuant to Resolution No. 2015-056;
(7) on April 11, 2017, pursuant to Resolution No. 2017-0128, and (8) on July 23, 2019,
pursuant to Resolution No. 2019-143, and (9) on November 14, 2023. The modifications
contained in such amendments shall be deemed effective as of the dates of their
adoption.
Effective upon its adoption, this Gaming Plan implements, in its entirety,
Subchapter 2 of the Gaming Code relating to Cardrooms. Pursuant to Subchapter 1,
Section 5.20.004, of the Gaming Code any inconsistency between the Gaming Code and
the Gaming Plan shall be governed by the provisions of the Gaming Plan. Except to the
extent that this Gaming Plan expressly modifies or is otherwise inconsistent with the
Gaming Code, the Gaming Code shall remain in full force and effect.
This Gaming Plan is intended to deal only with the subject of Cardrooms. No other
types of gaming permitted by the Gaming Code, shall be governed hereby. To be
permitted, such other types of gaming must be the subject of further action by resolution
of the City Council to amend or add to this Gaming Plan.
This version of the Gaming Plan is adopted and effective as of November 14, 2023
________pursuant to City Council Resolution Ordinance No.__________.
CARDROOMS
1.Cardroom Defined.
For the purpose of this Gaming Plan, a "cardroom" is defined to be any space,
room, or enclosure furnished or equipped with a table or tables used or intended to be
used, either exclusively or in conjunction with another business or activity, as a card table
for the playing of cards and similar games, and the use of which is available to the public.
2.Licensing.
2.1 License Required to Operate Cardroom - Individual Licensees Must be 21
Years or Older.
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A license from the City issued pursuant to this Gaming Plan, is required for any
person, group of persons, partnership, corporation, or any other entity or organization
(each a "Person" hereinafter] to engage in or carry on, or to maintain or conduct, or cause
to be engaged in, carried on, maintained or conducted, any cardroom in the City. Any
such activity conducted without such a license, or otherwise in non -compliance with the
terms of this Gaming Plan, the Gaming Code, or any and all other applicable federal,
state and local laws and regulations shall be unlawful. No license shall be issued to any
individual Person under the age of twenty-one years.
2.2 Number of Licenses Permitted - Existing Licenses.
The number of licenses authorized to be issued or held, in the aggregate, under
the provisions of this Gaming Plan shall be limited, based upon the population of the City
according to the certified determination thereof by the state department of finance. All
such licenses shall be issued and held in accordance with the provisions of this Gaming
Plan; provided, however, any Person holding a license or licenses to conduct cardroom
operation upon the effective date of this Gaming Plan may continue to hold such license
or licenses subject to the terms and conditions set forth herein. For purposes of
determining the number of licenses which are authorized to be issued by the City
hereunder, any two licenses which are "consolidated" pursuant to Section 2.6 hereof shall
still be treated as being two separate licenses counted against the total number
authorized under state law, and shall be entitled to all rights, benefits, and restrictions as
if the licenses were held separately, both under state law and the terms of this Gaming
Plan.
2.3 Two Types of Gaming Classifications.
2.3.1 In General. There shall be two types of cardroom licenses: Category
I and Category II. The characteristics, rights, obligations and limitations attributable,
respectively, to a Category I or Category II licenses are set forth throughout this Gaming
Plan. Subject to all such provisions, in general,
(a) a Category I license shall permit the playing of all games available for
licensure through the Office of the Attorney General, except games involving "back -line"
betting; and
(b) a Category II license shall permit the playing of all games permitted
under a Category I license and shall also permit games involving back -line betting. "Back-
line" betting card games are card games which allow a player not seated at a cardroom
table, but standing adjacent to the table, to bet on a hand being played by a player seated
at that table. Subject to state and local law, multiple "back-line" betters may be allowed to
participate in any one game.
2.3.2 All licenses issued by the City shall initially be Category I licenses. In
order to obtain a Category II license, the applicant (a) must have continuously operated
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a cardroom that plays Category I games for a period of three (3) years; and (b) must apply
with the City and receive prior approval from the City for such conversion in accordance
with the application procedures set forth in Section 2.4 hereof, below.
2.4 Application/Issuance Procedure.
2.4.1 In General. Any Person desiring a cardroom license must submit an
application to the chief of police. The application shall be on a form issued by, or otherwise
approved in advance by, the chief of police. Such application shall include, in addition to
any other information required by the chief of police, (a) the true names and addresses
of any and all Persons currently, or contemplated to have a "financial interest" in the
cardroom operation proposed to be licensed; (b) the past criminal record, if any, of any
and all such Persons; (c) the fingerprints of any and all such Persons; (d) the proposed
location of the cardroom; and (e) a non-refundable fee, as presently designated, or as
may in the future be amended, in the Master Fee Schedule, to cover the cost of
processing the application and of any required investigation of the applicant. Upon the
issuance of a cardroom license, the chief of police may authorize the refund of the
investigation portion of the application fee to any Persons who were not subject to
investigations.
2.4.2 Approval Required. Any and all proposed cardroom licensees must
receive (a) prior written approval of the chief of police, which approval may
be withheld in the sole discretion of the chief of police, (b) approval by the State of
California Division of Gambling Control; and (c) the ratification of the City Council, which
ratification may be withheld in the sole discretion of the City Council. Such approval and/or
ratification may be conditioned as the acting parties deem appropriate, and may be
based, but is not required to be based, entirely or in part on the assessment by the chief
of police or, as applicable, the City Council, of the character of the proposed licensee, or
on the opinion of the approving or ratifying entity, that there appears to be good cause
why such Person should or should not operate a cardroom. Notwithstanding the foregoing
in the event of a transfer directly caused by the death or divorce of a Person holding a
financial interest in a license, the "prior approval" requirement, above, shall be amended
to require that approval of the resulting transferee be obtained by no later than sixty (60)
days following the death or divorce causing such transfer. The time limit may be extended
provided the resulting transferee has submitted its application and such additional
information as may have been requested with the licensing authorities in a timely fashion.
2.4.3 For purposes of this Section 2.4 and the Gaming Plan, the term
"financial interest" shall mean any and all direct or indirect ownership, creditor or other
interests, in a cardroom license, the cardroom business operated thereunder, the assets
thereof, or the revenues generated thereby.
2.4.3.1 Such an interest shall include, without limitation, any and all
interests held by building owners, landlords, tenants, equipment or fixtures owners,
lessors or lessees, creditors, lenders or guarantors related in any way to the ownership,
financing or operation of the cardroom; and (b) a parent, spouse, sibling or child of an
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individual Person holding a direct, majority or controlling ownership interest in a license
or cardroom shall also be deemed the holder of a "financial interest" for purposes of this
Section and this Gaming Plan.
2.4.3.2 The City shall decide, in its sole discretion, whether a
particular circumstance or transaction falls within the scope of the definition of a "financial
interest" that requires submission of an application to the chief of police and approval by
the Council for separate licensure.
2.4.4 Any new or revoked cardroom license otherwise qualified for
issuance may be issued during the period of May 1 through June 30 following the
availability or revocation date of such a license. After the expiration of this period no
further licenses shall be issued until the following May 1 through June 30 period. In the
event that there are applications in excess of the number of licenses available in
accordance with the limitations set forth in Section 2.2 hereof, a license may be issued to
the most qualified of such applicants in accordance with a procedure established by th e
City. Notwithstanding the foregoing, the City shall decide, in its sole discretion, as to
whether to issue any cardroom license authorized hereunder, and whether or how to
condition such an issuance; furthermore, the City reserves the right, for any reas on
whatsoever, to reject any and all applications for a cardroom license hereunder.
2.5 Transfers.
2.5.1 In General. Any license issued pursuant to this Gaming Plan, a
cardroom operated thereunder, or any direct or indirect interest therein, may only be
transferred in accordance with the terms and conditions of this Section 2.5. Transfers
governed by this section shall include, without limitation, any and all sales, leases,
conveyances, assignments, grants, pledges, gifts, devises, donations and/or similar
transfers by a Person of any or all of such Persons, direct or indirect, ownership interest
in a license or cardroom operated thereunder, or "financial interest" in a license or
cardroom operated thereunder, as such concept is defined in Section 2.4.3 hereof.
2.5.1.1 Such transfers shall include, without limitation, (a) a transfer
of all or any shares by a shareholder in a corporate licensee; (b) the transfer of all or any
partnership interest by a partner in a partnership licensee; (c) the transfer of all or any
portion of a controlling shareholder or partnership interest in an entity which itself holds a
direct or indirect ownership or financial interest in a license or cardroom; and (d) a transfer
of a substantial portion of the assets of a Person holding a license o r a cardroom operated
thereunder.
2.5.1.2 Such transfers shall not include (a) corporate structure
reorganization where the individuals involved in the ownership and their respective
percentage interests do not change; (b) transfer of ownership interest for estate planning
purposes where the trustee is the same as the current licensed owner; or (c) such other
situation that is similar to those described above that the City deems to be immaterial.
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2.5.2 Application Required. Any applicant seeking a license transfer
must comply with all of the application and approval requirements set forth in Section 2.4.
2.5.3 Three Years Operation Required Before Transfer. With the
exception of those licenses which have been issued prior to September 1, 1992, no
license may be transferred unless and until the holder thereof has been operating a
cardroom governed by such license for three (3) years at a fixed location in the City.
Licenses issued prior to September 1, 1992 may not be transferred unless and until the
holder thereof has been operating a cardroom governed by such license for one (1) year
at a fixed location within the City.
2.5.4 Non-Complying Transfers. In the event of a purported transfer of a
license that does not comply with the terms of this Section, the purported transferor shall
be subject to monetary penalties as provided in Section 4.2 hereof. The purported
transferee shall have no rights to operate a cardroom in the City under the authority of
such license. The license involved shall be subject to revocation by the City as provided
in Section 4.3 hereof; and (d) the transfer may otherwise be declared null and void.
2.5.5 Special Rules for Transfers of Category II Licenses.
2.5.5.1 Except as otherwise provided herein, upon the transfer,
either all at once or in a series of transfers, of a "material or controlling financial interest"
(define below) in a Category II license, the Category II license, which is the subject of
such transfer, shall immediately revert back to a Category I license. A Category II license
so reverted may be converted back to a Category II license, but only in accordance with
the provisions of Section 2.3.2 hereof.
2.5.5.2 Notwithstanding the foregoing, a material or controlling
interest in a Category II license may be transferred without reversion of the subject
Category II license to Category I status subject to the following terms and conditions:
(a) The transfer must be to a "pre-qualified transferee". For
purposes of this Section, a "pre-qualified transferee" shall be defined as a Person on
record with the chief of police as a Person holding a financial interest in the license, which,
with the prior knowledge of the chief of police, acknowledged in writing thereby, has been
substantially responsible for the management and operations of a licensed cardroom
continuously for a period of three (3) years.
(b) In addition to the agreement required pursuant to
Section 5.5 hereof, any pre-qualified transferee shall enter into a written agreement with
the City whereby such Person, on behalf of itself, any successors or assigns thereof, and
any and all parties with a financial interest in the license or the cardroom operated
thereunder, agrees that (a) the Category II status of the license to be transferred thereto
shall be temporary and subject to reversion to Category I status in accordance with this
Section; and (bl any action taken by the City to revert the Category II license to a Category
I license shall not constitute a taking of any property or other interest held by such
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Person(s); and (c) such Person(s) waive and agree not to pursue any and all claims or
other action against the City in connection with a City decision to revert the Category II
license to a Category I license.
(c) Until such time that Category II Games have been
operated continuously by the pre-qualified transferee for a period of one (1) year following
the effective date of the transfer of the Category II license, or such longer period as the
Category II license, or such longer period as the chief of police may require (the
"Temporary Category II Status Period"), the Category II statues of the license shall be
temporary, and therefore subject to reversion to a Category I license upon a determination
by the chief of police, in his/her sole discretion, for any or no reason whatsoever, that the
transferee should be required to first operate as a Category I licensee prior to being
permitted to operate as a Category II licensee in accordance with the terms and conditions
of Section 2.3.2 hereof. Such determination may be made at any time within thirty (30)
days after the expiration of the Temporary Category II Status Period.
(d) Pre-qualification of a potential transferee hereunder
shall not constitute City approval of a transfer to such potential transferee and any such
transfer shall remain subject to the provisions of Section 2.5 hereof.
2.5.5.3 For purposes of this Section, the City shall determine, in its
sole discretion, what constitutes a "material or controlling financial interest" provided;
however, in general, a transfer of a financial interest for purposes of pre -qualifying a
Person under Section 2.5.6.2 shall not be considered the transfer of a "material or
controlling financial interest".
2.5.6. Except as otherwise provided herein, upon the transfer, either all at
once or in a series of transfers, of a material or controlling financial interest in a license
or the cardroom operated thereunder, the holder of the license, which is the subject of
such transfer shall be considered to be new holder of such license subject to any and all
provisions hereunder applicable thereto.
2.5.7. Full Cost Recovery for Administrative Costs Associated With
Transfer. Any person submitting an application for transfer of a license shall be
responsible for payment to the City of all actual administrative costs incurred by the City
including the cost of staff time, at the City's full cost recovery rate, associated with th e
investigation of the application for a license transfer and review of transfer documents.
The chief of police shall estimate the cost of City staff and other administrative costs in
connection with an application and the Person shall deposit such amount at the time of
submitting the application for license transfer to the chief of police. If actual costs incurred
exceed the initial deposit the chief of police may require the applicant to make additional
deposits to offset costs incurred or to be incurred by the City. If the amount estimated is
in excess of the cost incurred, the difference will be refunded to the applicant at the end
of the City's review.
2.6 Consolidation.
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2.6.1 In General. Notwithstanding any other section of this Gaming Plan
to the contrary, the holder of a Category I or Category II license may acquire additional
Category I or Category II licenses, subject to the consolidation rules and procedures of
this Section 2.6. A licensee is permitted to acquire as many licenses as are legally allowed
in the City pursuant to Municipal Code section 5.20.030, taking into account licenses
already held by others.
2.6.2 Required Qualifications/Procedures. In order to acquire an
additional license, an existing license holder {a) must have continuously operated a
cardroom under its existing license within the City for a period of three (3) years at a fixed
location; and (b) must apply with the City and receive prior written approval from the City
for such acquisition in accordance with the rules and procedures set forth in Section 2.4
hereof regarding the initial issuance of licenses. If the additional license is to be acquired
from another existing license holder, such application shall also be made in accordance
with the rules and procedures governing license transfers set forth in Section 2.5.3 hereof.
2.6.3 Effect of Consolidation; Deemed Consolidation. If an application
for the acquisition of an additional license is granted to an applicant holding one license,
the two licenses shall become "consolidated". In addition, two licenses shall be deemed
to be "consolidated" in the event that the same Person h olds, or comes to hold, a "financial
interest" (as defined in Section 2.4.3 hereof) in both licenses. or the cardrooms operated
thereunder. If an application for the acquisition of an additional license is granted to an
applicant holding only one or more sets of consolidated licenses, the additional li cense
shall not be consolidated. If an application for the acquisition of an additional license is
granted to an applicant holding one or more sets of consolidated licenses and one
unconsolidated license, the unconsolidated license held by the applicant sh all be deemed
to be consolidated with the new license. Under a consolidated license, the maximum
number of tables permitted to be operated is twenty (20), subject to any additional or
contrary terms and conditions set forth in Section 3.5 and/or other prov isions of this
Gaming Plan. All tables operated under a consolidated license must be operated in the
same location.
2.6.4 Category I with Category II Consolidations. In the event that a
Category I license is consolidated with a Category II license, the following rules shall
apply: (a) if the previous owner of the Category II License retains majority ownership and
control over the consolidated license, the full benefit s and burdens hereunder of Category
II status shall apply to all the card tables operated under such consolidated license (b) if
the previous owners of the Category I License retains majority ownership and control over
the consolidated license, the consolidated license shall retain Category I status and the
requirements for conversion to a Category II License under Section 2.3.2 of this Gaming
Plan shall continue to apply.
2.7 License Fee.
2.7.1 In General. There shall be a license fee on any licensed cardroom
within the City in accordance with the terms of this Section 2.7. The license fee is for
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purposes of generating revenues to the general fund of the City and not for purposes of
regulation. The fee shall be based upon the number of tables that are licensed by the City
pursuant to the terms of this Gaming Plan that are also permitted to be operated by the
City at the location where the license is being utilized pursuant to the City's land use laws
and regulations. The fee shall be based upon the maximum number of tables so licensed
and permitted based upon the category of license issued with respect thereto, regardless
of the number of tables that may actually be operated on any given day or the category
of game conducted thereon. Notwithstanding the foregoing, if the City approves new
tables, but State approval is required before the operation of any such new tables, the
license fee set forth below in sections 2.7.2 through 2.7.6, inclusive, with respect to such
new tables, shall not go into effect until the date the required State approval is obtained.
2.7.12.7.2 Operating Agreement. The City and the Licensee shall enter
into a Card Room Operating Agreement, which may be renegotiated from time to time as
deemed appropriate by the Parties, that will outline the timing and fees to be paid to the
City.
2.7.2 Amount of Fee. The license fee to be assessed and collected on
each licensed cardroom shall be the applicable "base rate" fee determined as follows:
2.7.2.1 Base Rate:
(a) Category I: Effective July 1, 2019 the base license fee for card tables
licensed under a single, non-consolidated Category I license shall be
$3,750 per card table per quarter.
(b) Category II: Effective July 1, 2019 through June 30, 2020, the base
license fee for each card table in a cardroom licensed to play Category II games under a
Category II license shall be $9,000 per table per annual quarter. Effective July 1, 2020
through June 30, 2021, the base license fee for each card table in a cardroom licensed
to play Category II games under a Category II license shall be $9,540. This rate shall
apply to the maximum number of tables licensed and approved to be operated at the
cardroom location regardless of whether or not such tables are actively being used, and
regardless of whether or not Category II games are actually being played at such tables.
(c) Percentage Payment Structure The base rate license fee for
operation of any tables licensed by the City to the cardroom as set forth in this Gaming
Plan may be converted to a license fee based upon a percentage of gross revenue
generated by Licensee from the play of any game or gaming activity ("Percentage
Payment Structure"). Unless otherwise specified in an amendment to the Gaming Plan,
the timing of any conversion to and the specific terms of any Percentage Payment
Structure shall be set forth the agreement between the parties required pursuant to
Section 5.5 hereof.
2.7.3 Procedures for Payment of Fee.
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2.7.3.1 Advance Payment. The license fee provided hereunder shall
be payable quarterly in advance by no later than the day falling fifteen {15) days prior to
the first day of each calendar quarter.
2.7.4 Audit rights. The City shall have the right to conduct an independent
audit of licensee's accounting records at any time upon three (3) days prior written notice
to licensee. The audit shall be performed by a party designated by the City, subject to the
reasonable approval of licensee. If the City elects to conduct such an audit, the licensee
shall be responsible for reimbursing City costs incurred in connection therewith. The
licensee's reimbursement obligation under this Section shall not exceed $10,000.00 per
any twelve (12) month period.
2.7.52.7.4 Fee Receipt. The finance director shall issue a receipt for each
licensed cardroom and such receipt shall be displayed on the premises during the full
term for which such receipt was issued.
2.7.6 Annual Increase in Base License Fee Rate. The base rate license fee
amounts set forth in Section 2.7 shall be increased by three percent (3%) per year. The
first increase shall take effect on July 1, 2021 and each subsequent increase shall take
effect on each July 1 thereafter. This annual base rate increase shall apply to all tables
licensed and approved in the previous year regardless of whether or not such tables were
put into service that year. Notwithstanding the above, if the Percentage Payment
Structure becomes the basis to calculate the base rate license fee, then the terms of
increase in such fee shall be governed by the agreement entered into pursuant to Section
5.5 hereof.
3. Operating Limitations and Conditions.
3.1 City Land Use Regulations Shall Control.
All cardrooms and card table operations shall be subject to the City's land use
regulations. Notwithstanding any provision in this Gaming Plan to the contrary, no
cardroom operations shall be permitted without the prior acquisition of any and all
necessary approvals and permits from the City in connection therewith, and any cardroom
operation with such approvals and permits shall operate in strict compliance with any and
all terms and conditions thereof. For example, in no event shall the cardroom exceed th e
number of players it is restricted to in its conditional use permit based on parking limits or
other imposed conditions.
3.2 Games Permitted.
3.2.1 Category I License: Subject to the terms and conditions of this
Gaming Plan and the Gaming Code, the holder of a Category I cardroom license shall be
permitted to operate a cardroom that conducts all card games that have been determined
by the Office of the Attorney General of the State of California ("Attorney General") to be
within the permissible subject of local licensing by California cities, excluding those games
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involving "backline betting." The games permitted under this section shall be referred to
herein from time to time as "Category I Games."
3.2.2 Category II License: Subject to the terms and conditions of this
Gaming Plan and the Gaming Code, the holder of a Category II cardroom license shall
be permitted to operate a cardroom which conducts all card games permitted by a
Category I license {as described in Section 3.2. l, above,), plus those card games which
involve backline betting. Such games shall be referred to herein from time to time as
"Category II Games." For purposes of this Gaming Plan, back -line betting may be
conducted, as that term is understood pursuant t o Business and Professions Code
Section 19843. If the Office of the Attorney General authorizes a new game that would
fall within Category I but has not previously been played in the City, then the Licensee will
simultaneously send the chief of police a co py of the application request for game
approval submitted to the Office of the Attorney General. The chief of police shall provide
notice within 30 days whether it would like to further review the game before it is played
at the cardroom. The chief of police shall have the right to approve or disapprove any
proposed new games in his/her sole discretion, and such decision shall be final. If no
notice is provided, it is assumed that the game is approved to be played in the City.
3.3 Game Rules.
Except as specifically provided in this Gaming Plan, all rules for games
played at a cardroom shall be governed by State law and the California Bureau of
Gambling Control (the "CBGC"), the California Gambling Control Commission (the
"CGCC"), or their successor entities (collectively "State Agencies"). Rules for every game
allowed shall be made readily available to players and prospective players as follows: (1)
in one or more binders within the cardroom; (2) on the cardroom's official website (if any);
and (3) in printed fliers. In addition, each table shall identify the game currently being
played using a prominently placed sign at said table. Every table where a game is offered
shall list the specific name of the game, the license number for the game issued by the
State Agencies, or the variation thereof, that is then available for play at the tableA generic
game name is permissible for the table sign (i.e., California Blackjack, Pai Gow Poker,
Ultimate Texas Hold'Em, etc.).
3.4 Hours and Days of Operation.
Licensed cardrooms may operate seven days per week, twenty-four hours per day
subject to any and all land use conditions imposed by the City with respect to a specific
site of operation.
3.5 Maximum Number of Tables.
Subject to such limitations as may be imposed by local land use conditions, to a
specific site of operation, the maximum number of tables that may be operated under a
cardroom license are as follows:
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3.5.1 Category I - Non-Consolidated. The maximum number of tables
that may be operated under a single, non -consolidated Category I license shall be sixteen
(16).
3.5.2 Category I - Consolidated. The maximum number of tables
permitted under a consolidated Category I license shall be twenty (20) during gaming
operations.
3.5.3 Category II - Non-Consolidated. The maximum number of tables
that may be operated under a non-consolidated Category II license shall be sixteen (16).
3.5.4 Category II - Consolidated. The maximum number of tables that
may be operated under a consolidated Category II license shall be twenty (20). In no
event shall more than fifteen (15) of such twenty (20) tables be operated with "backline"
betting games at one time.
3.6 Maximum Number of Players Per Table.
Subject to such limitations as may be imposed by local land use conditions,
to a specific site of operation, the maximum number of players permitted at any one
cardroom table are as follows:
3.6.1 Category I Tables. No more than ten (10) players shall be permitted
at any one card table conducting Category I games. Only persons seated at the card table
as players shall be permitted to bet.
3.6.2 Category II Tables. No more than eight (8) seated players with no
more than two additional standing players per seat participating in "backline" betting
behind the seated player (for a total number of twenty (24) players (standing and sitting)
per table) shall be permitted at any one card table conducting Category II games.
3.7 Maximum Limits and Bets.
3.7.1 In General. Maximum limits and wagers shall be based on the
approvals from the State Agencies. Maximum limit and wager approvals will be provided
to the Chief of Police prior to implementation.
3.7.2 Adequate Financing on Hand/Payment Policy. At all times,
licensee must have sufficient proceeds to reimburse any and all demands made upon
said licensee for the payment of all monies that patrons have on deposit with that
cardroom. In the alternative, and subject to notification to the Chief of Police, said licensee
may have a written policy for full payment of all monies that patrons have on deposit with
that cardroom to a cardroom patron clearly posted in a place visible to cardroom patrons.
3.8 Maximum House Charges Per Hand - - Posting Required.
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3.8.1. Approval. All house collection rates will be approved by the State
Agencies and notification will be given to the Chief of Police prior to being imposed.
3.8.2 Posting Required. A copy of all collection rate schedules shall be
provided to the Chief of Police. The collection rate in use shall be clearly posted at the
table.
3.9 Work Permits and Identification Badges Required For Employees.
3.9.1 Work Permit Required. Unless other provided herein, prior to
commencing work at a cardroom, each proposed employee of a cardroom, if such Person
is other than the Person or Persons whose names appear on the application for the
cardroom license, must obtain a work permit from the Chief of Police. Additionally, any
employee of any ancillary business (Third Party Providers of Proposition Player Services,
massage therapists, etc.) that is operating at the cardroom location must also obtain a
work permit.
3.9.2 Temporary Probationary Work Permit. Temporary probationary
work permits may be summarily issued upon payment of the requisite application fee for
food and beverage servers, janitorial staff, and kitchen workers pending the issuance of
a regular annual work permit. Such temporary probationary work permits may be subject
to immediate summary revocation with or without cause by the chief of police and shall
not be valid for more than thirty {30) days and shall automatically expire upon issuance
of the regular annual work permit or upon denial of the regular annual work permit
application by the chief of police. The fee for temporary probationary work permit shall be
non-refundable and in addition to the fee for the regular annual work permit application.
3.9.3 Application Process. Each proposed employee shall submit an
application for the required work permit to the Chief of Police. Such application shall be
on a form issued by, or otherwise approved in advance by, the Chief of Police. Such
application shall include, in addition to any other information required by the chief of
police, (a) the past criminal record, if any, of such Person; (bl the fingerprints of such
Person; and {c) a non-refundable fee, as presently designated, or as may in the future be
amended, in the Master Fee Schedule for cardroom applications, to cover the cost of
processing the application and of any required investigation of the applicant including a
criminal background check to be performed by the police department at the applicant's
expense. The work permit, when issued, shall be valid for one (1) year. Any renewal must
also be approved by the chief of police and will be subject to a criminal background check
to be performed by the chief of police at the applicant's expense. The chief of police may
deny the initial approval or renewal of a work permit if, in the chief of police's opinion, {l)
in the case of a proposed key employee the applicant therefore should not be permitted
to act as key employee or employee in lieu of management by the licensee of the
cardroom; and (2) in the case of a proposed employee the applicant therefore should n ot
be permitted to be employed in a cardroom.
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3.9.4 Identification badges to be worn. Every employee shall, at all
times when present in such cardrooms, wear an identification badge containing such
Person's photograph, first name and the police department issued employee identification
number. The identification badges shall be worn at chest level.
3.9.5 Limitation of Discretion to Issue Work Permit. In addition to any
other restrictions provided by law, no work permit shall be issued to any other restrictions
provided by law, no work permit shall be issued to anyone who is disqualified from holding
a state gambling license, for any of the reasons specified in California Business and
Professions Code Section 19850.
3.9.6 Denial of an application for a Work Permit. Any application for a
work permit shall be subject to objection by the State of California Bureau of Gambling
Control (hereafter Bureau). If the Bureau objects to the issuance of a work permit it shall
be denied. Such a denial may be reviewed in accordance with the Gambling Control Act
(Business and Professions Code Section 19801 et seq.).
3.9.7 Proposition Players.
3.9.7.1 A licensee shall use only employees or properly licensed
independent contractors as proposition players.
3.9.7.2 A licensee shall not allow, permit, or suffer more than four (4)
proposition players to play at a card table at any given time, subject to modification by the
chief of police in his/her sole discretion.
3.9.7.3 The licensee shall not provide any compensation, reward,
credit, chips, or any other thing of value or representation of value to an employee who
acts as a proposition player other than drop reimbursement, salary or wages earned for
the time the employee works as a proposition player. This prohibition does not prohibit a
proposition player from receiving the same employment benefits as apply to all other
employees of the licensee; provided that no employee or independent contractor shall be
paid in chips.
3.9.7.4 A proposition player shall prominently display an
identification badge pursuant to Section 3.9.3 at all times while present on the cardroom
premises.
3.10 Intoxicating Beverages.
3.10.1 Intoxicating Beverages Permitted. Upon application to and
approval by the chief of police, in his/her sole discretion and control and pursuant to a
procedure to be implemented and administered by the chief, alcoholic beverages may be
served and consumed in a cardroom from the hours of 6:00 AM. to 2:00 AM. At all times
that alcoholic beverages are served, food must also be made available and the cardroom
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shall comply with its ABC On-Site General Sale (Type 47) Eating Place license, where 50
percent or more of all sales must be food.
The chief of police's decision concerning the consumption and service of intoxicating
beverages shall be final. Additionally, licensee shall comply with all applicable state and
local laws, rules and regulations, including the City's land use regulations, pertaining to
the sale and service of intoxicating beverages. All servers are required to have a valid
Responsible Beverage Service ("RBS") certification from an ABC accredited RBS training
provider.
3.10.2 Key Employee/employee Consumption Prohibited. The drinking
of any intoxicating beverage by any key employee, independent contractor or employee
of a card room while on duty is prohibited. The licensee of a cardroom shall take all
necessary and appropriate steps to assure compliance with this section.
3.10.3 Permitting Intoxicated Persons to Play in Games Prohibited. No
licensee, key employee, independent contractor or employee shall permit any
Person to play in any game or at any time which such Person is under the influence
of an intoxicating beverage, narcotic, or drug.
3.10.4 Permitting Intoxicated Persons on Premises Prohibited. No
licensee, key employee, independent contractor or employee shall permit any
Person to enter a gambling establishment at any time when such Person appears
to be under the influence of an intoxicating beverage, narcotic or drug.
3.11 Minors Prohibited from Patronage or Employment.
No person under twenty-one years of age shall be employed at a cardroom,
allowed to play games at a cardroom, or permitted in a cardroom area where games are
being played. Minors may be allowed in non-gaming areas of a cardroom (for example,
in an associated restaurant) but only with the prior approval of the chief of police, of a
written plan containing provisions that assure that no minor shall have no access to
gaming areas or alcohol. Given the high level of concern with public safety, the Police
Chief's approval of any plan allowing minor access to non-gaming areas shall be in his/her
sole discretion and the Chief's decision shall be final.
3.12 Signs to be Posted.
Licensee shall comply at all times with the sign requirements set forth in this
Gaming Plan including, without limitation, Sections 3.3, and 3.8.2 hereof, and any and all
other signage or posting requirements contained in applicable federal, state or local laws,
rules and regulations.
3.13 Licensee Responsible for Compliance and Supervision of Operations.
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The licensee of a cardroom shall be responsible for assuring that any
cardroom operated under such license is operated in strict compliance with the terms of
this Gaming Plan, the provisions of the Penal Code of the State of California and any and
all other applicable federal, state, and local laws, rules, regulations, or permits. All
cardrooms and/or card tables shall be supervised by the operator or an employee of the
operator of the cardroom, to assure such compliance. Any violation of the cardroom
operating limitations and conditions in this Section 3, or elsewhere in the Gaming Plan,
whether or not caused by the licensee or any employee thereof, shall be considered a
violation by the licensee of the terms and conditions of its license, and therefore subject
to the City's enforcement rights and policies set forth in Section 4 hereof.
3.14 Patron Safety and Security.
3.14.1 Each licensee shall submit a written patron safety and security plan,
designed to protect patrons and other persons who are lawfully on the premises of the
permitted cardroom, to the chief of police for his/her approval prior to opening for
operations.
3.14.2 The chief of police, in his/her sole discretion and control, shall have
the right to require amendments to the patron safety and security plan that are, in his or
her judgment, reasonably necessary to protect the public peace, health, safety, and
general welfare.
3.14.3 Licensee shall be responsible for payment to the City of all actual
administrative costs incurred by the City, including the cost of staff time, at the City's full
cost recovery rate, associated with the oversight of the patron safety and security plans
required by this section, including the administrative costs associated with the review and
approval of a patron safety and security plan or any amendments thereto which may be
mandated by the chief of police. The chief of police shall estimate the cost of C ity staff
and other administrative costs in connection with oversight of the patron safety and
security plans and the licensee shall deposit such amount at the time of submitting the
patron safety and security plan to the chief of police. If actual costs incurred exceed the
initial deposit the chief of police may require the applicant to make additional deposits to
offset costs incurred or to be incurred by the City. If the amount estimated is in excess of
the cost incurred, the difference will be refunded to the applicant at the end of the City's
review.
3.15 Crime Reporting Requirement.
3.15.1 Every licensee, key employee, employee, or independent contractor
of a cardroom shall immediately report to the Chula Vista Police Department any crime
committed on the cardroom premises.
3.15.2 Each licensee shall maintain a chronological criminal activity log and
such other reports as the chief of police may determine are needed in order to effectively
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assist the Chula Vista Police Department to carry out its law enforcement function and
protect the public health, safety, and welfare.
3.15.3 It shall be unlawful for a licensee, manager, employee or
independent contractor of a cardroom to disable any 911 access on any public telephone
on the cardroom premises.
3.16 Licenses or Key Employee on Premises.
A cardroom shall have on the premises, at all times the cardroom is open
to the public, the licensee or a key employee. A "key employee" for purposes of this
section is defined as an employee who shall have access to all cardroom premises for
purposes of inspection or for purposes of compliance with any provision of this Gaming
Plan and who shall have the responsibility and authority to ensure immediate compliance
with the Gaming Plan and all state laws and regulations pertaining to gaming. Further
each cardroom licensee shall identify in writing the name, address, and telephone number
of each key employee, and each key employee shall wear an identification badge
designating the employee as a key employee.
4. Enforcement.
4.1 In General.
It is unlawful and a violation of this Gaming Plan to obtain, transfer or
consolidate a cardroom license, or to operate a cardroom in violation of any of the
regulations and rules set forth in the Gaming Code, this Gaming Plan, and any and all
other applicable federal, state and local laws, rules, regulations or permits.
4.2 Monetary Fines.
4.2.1 Amounts of Fines. For any violation of the terms of this Gaming
Plan, the City shall have the right to impose a penalty of up to $1,000 per day for each
day the licensee is in violation. In the event that a licensee is cited for a violation (not
necessarily the same violation) more than three (3) times within a six-month period, upon
the fourth such citation, and with respect to any occurrence thereafter, the City shall have
the right to impose a penalty of up to $5,000 per day the licensee is in violation.
4.2.2 Imposition of Fine Not Election of Remedies. The pursuit of
monetary fines against a licensee or the receipt of payment therefore shall not constitute
an election of remedies on the part of the City and thus shall not preclude any other course
of action such as may be available including, without limitation, the revocation of the
cardroom license held or issued hereunder, the revocation of any and all permits or
approvals permitting the operating of the cardroom, and any and all other remedies
available to the City at law or in equity.
4.3 Revocation and Suspension.
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4.3.1 City Right to Revoke or Suspend. Any cardroom license issued or
held hereunder may be revoked or suspended by the City, after a public hearing, upon
the determination by the City council and the chief of police that with respect to the license
and/or cardroom operated thereunder, there has been a material violation, or repeated
violations of this Gaming Plan or any or all other applicable federal, state or local laws,
rules, regulations or permits.
4.3.2 Material Violation. The City shall determine, in its sole discretion,
what shall constitute a material violation for purposes of revocation or suspension under
this Section 4.3. Material violations may include, without limitation, the following:
(a) A misrepresentation or exclusion on any application for
approval, report or statement of revenues required to be submitted under this Gaming
Plan or under any other applicable federal, state or local law, rule, regulation or permit.
(b) A non-complying purported transfer of a cardroom license
held or issued hereunder.
(c) Allowing persons other than those named in the application
on file with the City, or otherwise previously approved by the City, to hold a financial
interest in, or have direct management authority over, a cardroom.
(d) Maintaining a greater number of tables than the number
permitted by the license.
(e) Failure to strictly comply with any and all federal, state, and
local laws, rules, regulations, and permits applicable to the holding of a license or the
operation of a cardroom hereunder, including, without limitation local land use and other
code provisions.
(f) Failure to pay, when due, the amount of license fee owed
pursuant to Section 2.7 hereof.
(g) Citation of five (5) or more minor violations of this Gaming
Plan within any twelve (12) consecutive months.
(h) The conduct of criminal or dangerous activities at or
attributable to the licensed cardroom.
(i) Failure to pay, when due, the amount of any monetary fine
imposed pursuant to Section 4.2.1 hereof.
(j) Refusal to permit City access to a cardroom for purposes of
auditing or inspecting same.
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4.4 Inspection Rights.
The City shall have the right, at any time, without notice, to enter into any
cardroom operating within the City and to conduct a reasonable inspection of all areas of
such cardroom, and/or any or all fixtures, equipment, accounting materials or documents
contained therein, in order to determine whether or not such cardroom is being operated
in accordance with this Gaming Plan. This inspection right is in addition to the audit rights
enumerated in Section
2.7.4 herein.
5. General Provisions.
5.1 Definitions.
Except as otherwise expressly defined herein, capitalized terms, and terms
otherwise requiring definitions for proper interpretation, shall have the meanings ascribed
thereto by the Gaming Code.
5.2 Section Headings.
Section headings contained herein are for reference purposes only and
shall not be deemed to govern, limit, modify or in any manner affect the scope, meaning
or intent of the provisions of any section hereof.
5.3 Gaming Plan Amendments.
5.3.1 City Council Approval Required. This Gaming Plan may be
revoked or amended, in whole or in part, at any time, after a public hearing, by approval
of the City Council, provided, however, different terms of operation may be provided in
the agreement required by Section 5.5 hereof, below.
5.3.2 Full Cost Recovery for Administrative Costs Associated with
modifications to Gaming Plan. Any Person requesting any modification to the Gaming
Plan shall be responsible for payment to the City of all actual administrative costs incurred
by the City including the cost of staff time, at the City's full cost recovery rate, associated
with the request for modification of the Gaming Plan. The chief of police shall estimate
the cost of City staff and other administrative costs in connection with the requested
modification and the Person shall deposit such amount at the time of submitting his/her
request for modification to the Gaming Plan. If actual costs incurred exceed the initial
deposit the chief of police may require the applicant to make additional deposits to offset
costs incurred or to be incurred by the City. If the amount estimated is in exc ess of the
cost incurred, the difference will be refunded to the applicant at the end of the City's
review.
5.4 Integrated Plan.
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All provisions of this Gaming Plan are intended to be integral parts of a
comprehensive regulatory scheme. In the event that any material provision hereof is
finally determined to be invalid, then, as of the date of such determination (a) the entire
Gaming Plan shall, AB initio, become void and of no effect, and (b) the Gaming Code
provisions otherwise implemented or superseded hereby shall become effective.
5.5 Agreement of Licensee to Accept Validity and Abide by all Provisions.
Each licensee which holds or is issued a license hereunder, in order to
legally operate a cardroom within the City must first enter into a written agreement with
the City whereby, for the term specified therein, such licensee agrees, on behalf of itself,
any successors or assigns thereof, and any and all parties with a financial interest in the
license or the cardroom operated thereunder, that such Persons (a) shall abide by any
and all provisions of the Gaming Plan; (b) acknowledge that all provisions of t he Gaming
Plan are valid and enforceable by the City against such Persons; and (c) waive and agree
not to pursue any and all claims or other action against the City that any or all provisions
of the Gaming Plan were not legally adopted, valid or enforceable with respect thereto. In
consideration for licensee's commitments thereunder, such agreement may also provide
for a specified time period for card room operations without being subject to City imposed
changes to the Gaming Plan, all as more specifically provided therein.
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August 11, 2026
ITEM TITLE
Receive Investment Report: Receive the Investment Report for Quarter Ending June 30, 2026
Report Number: 26-0225
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, 2026.
SUMMARY
This report provides an update on how the City of Chula Vista’s (“City”) money was invested d uring the
quarter that ended on June 30, 2026. State law and the City’s Investment Policy require the City to provide
this report every quarter.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
(“CEQA”), and it has been determined that the activity is not a “Project” as defined under Section 15378 of
the State CEQA Guidelines because the proposed activity consists of a governmental fiscal/administrative
activity which does not result in a physical change in the environment. Therefore, pursuant to Section
15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no environmental review
is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
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DISCUSSION
As shown in the table below, as of June 30, 2026, the City held a total of $808,359,124 in cash and
investments. Of this amount, $685,358,065 is managed directly by the City, and $123,001,059 is held by
outside trustees.
Summary of Cash and Investments as of June 30, 2026
Cash and Investments Book Value
Total Investments Held by the City 656,300,335
Total Cash and Investments Held by the City 685,358,065
Total Cash and Investment Portfolio $ 808,359,124
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. 2026-029 on February 10, 2026.
During this quarter, a total of fourteen (14) investments matured, providing $63.2 million in proceeds. The
City reinvested funds by purchasing 11 new investments, including three corporate bonds ($15 million) and
eight U.S. Treasury notes ($48.2 million). The Finance Department continues to actively manage the portfolio
based on financial and economic conditions. No other significant activity occurred beyond routine
investment transactions.
The City’s investment portfolio earned an average return of 4.14%, which was slightly lower than the
previous quarter. The average portfolio maturity decreased from 1.91 to 1.84 years.
The Federal Open Market Committee (“FOMC”) meets approximately every six (6) weeks to set the target
range for the federal funds rate. At its most recent meeting, the FOMC reported that economic activity is
expanding at a solid pace, despite ongoing conflicts in the Middle East. Productivity growth and capital
investment remain strong, employment gains are keeping pace with labor force growth, and the
unemployment rate has shown little movement. Inflation, however, remains above the FOMC’s long-term
target.
The Federal Reserve maintained the federal funds rate target range at 3.50%–3.75%, in alignment with its
dual mandate to promote maximum employment and price stability. The FOMC also reaffirmed its policy of
maintaining ample reserves within the banking system and reiterated its commitment to achieving stable
inflation over time.
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The Finance Department, with the assistance of Chandler Asset Management, Inc, continues to manage the
City’s investment portfolio in accordance with the State law 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 (6) months.
In accordance with City Council Policy 220-01 Investment Policy and Guidelines, the City Investment Report
for the Quarter Ended June 30, 2026 (Attachment 2) includes the following sections:
Portfolio Summary (pg. 1)
Statement of Compliance (pg. 2)
Holdings Report (pg. 5)
U.S. Treasury Yields and Interest Earnings (pg. 14)
Transaction Ledger (pg. 15)
Portfolio Maturity Distribution (pg. 17)
Corporate Bonds Sector Distribution (pg. 20)
Glossary (pg. 22)
DECISION-MAKER CONFLICT
Staff have reviewed the decision contemplated by this action and have 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 are not independently aware and have 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
(6) months. There is no direct current-year 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, 2026
2. Investment Report for the Quarter Ended June 30, 2026
Staff Contact: Galen Fleming, Fiscal Services Analyst, Finance Department
Adrian Del Rio, Director of Finance/Treasurer
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% of
Investment Type Par Value Market Value Book Value Portfolio
Managed Investment Portfolio
Asset Back Securities - - - 0.00%
Federal Agency 73,566,000 73,716,302 73,504,953 9.09%
Commercial Paper - - - 0.00%
Corporate Note 156,581,000 156,639,231 156,432,261 19.35%
BNY Custodial Cash Account 1,281,609 1,281,609 1,281,609 0.16%
Municipal Bond 24,710,000 24,548,871 24,552,197 3.04%
Negotiable Certificate of Deposit 249,000 251,963 249,000 0.03%
Supranationals 20,000,000 20,005,709 19,952,614 2.47%
U.S. Treasury Bond/Note 361,600,000 357,966,843 359,265,186 44.44%
Placement Service Deposits (CDARS) 4,319,914 4,319,914 4,319,914 0.53%
Cash
Purchase in Transit (Payable)- - - 0.00%
Interest in Transit (Receivable)165,432 165,432 165,432 0.02%
Cash - - - 0.00%
Cash Subtotal 165,432 165,432 165,432 0.02%
Managed Investment Portfolio Subtotal 642,472,955 638,895,875 639,723,166 78.60%
Pooled Investments
State of CA Local Agency Investment Fund 16,549,833 16,549,833 16,549,833 2.05%
County of San Diego Pooled Investment Fund 27,336 27,336 27,336 0.00%
Pooled Investments Subtotal 16,577,170 16,577,170 16,577,170 2.05%
Investments Held by the City 659,050,125 655,473,045 656,300,335 80.65%
Cash/Time Deposits 29,057,730 29,057,730 29,057,730 3.59%
Total Cash & Investments Held by the City $688,107,855 $684,530,775 $685,358,065 84.78%
Held by Bank Trustee/Fiduciary Funds
Cash with Fiscal Agents 56,161,921 56,161,921 56,161,921 6.95%
Mutual Funds 17,207,760 17,207,760 17,207,760 2.13%
San Diego County Investment Pool 5,936,150 5,936,150 5,936,150 0.73%
Local Agency Investment Fund 6,086,594 6,079,730 6,086,594 0.75%
Section 115 Trust 31,158,233 31,158,233 31,158,233 3.85%
Treasury Bills 6,450,401 6,450,401 6,450,401 0.80%
Total Held by Bank Trustee/Fiduciary Funds $123,001,059 $122,994,195 $123,001,059 15.22%
Total Portfolio $811,108,913 $807,524,970 $808,359,124 100.00%
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, 2026
City of Chula Vista
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City of Chula Vista | As of June 30, 2026
PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Account Summary
Maturity Distribution
Top Issuers
Credit Quality*
Average Modified Duration 1.59
Average Coupon 3.73%
Average Purchase YTM 4.12%
Average Market YTM 4.16%
Average Credit Quality*AA
Average Final Maturity 1.77
Average Life 1.74
End Values as of
05/31/2026
End Values as of
06/30/2026
Market Value 644,797,543.94 655,473,044.74
Accrued Interest 5,627,956.95 5,825,236.24
Total Market Value 650,425,500.89 661,298,280.98
Income Earned 1,414,244.30 2,960,024.81
Cont/WD (10,000,000.00)10,000,000.00
Par 647,192,945.33 659,050,124.60
Book Value 644,282,251.60 656,300,335.39
Cost Value 640,013,822.14 652,106,290.41
United States 54.61%
Farm Credit System 8.24%
Federal Home Loan Banks 3.01%
LAIF 2.52%
International Bank for Recon and Dev 1.53%
Morgan Stanley 1.38%
UnitedHealth Group Incorporated 1.15%
The Home Depot, Inc.1.15%
*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, 2026
City of Chula Vista
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City of Chula Vista | As of June 30, 2026
STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
AGENCY MORTGAGE SECURITIES
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
ASSET-BACKED SECURITIES (ABS)
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
BANKERS' ACCEPTANCES
Max % (MV)40.0 0.0 Compliant
Max % Issuer (MV)5.0 0.0 Compliant
Max Maturity (Days)180 0.0 Compliant
CERTIFICATE OF DEPOSIT PLACEMENT SERVICE (CDARS)
Max % (MV)30.0 0.0 Compliant
Max % Issuer (MV)5.0 0.0 Compliant
Max Maturity (Years)5.0 0.0 Compliant
COLLATERALIZED BANK DEPOSITS
Max % (MV)100.0 0.0 Compliant
Max % Issuer (MV)5.0 0.0 Compliant
Max Maturity (Years)5.0 0.0 Compliant
COLLATERALIZED TIME DEPOSITS (NON-NEGOTIABLE
CD/TD)
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 1.4 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 24.0 Compliant
Page 2 of 24Page 72 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
Max % Issuer (Corporate & Commercial Paper; MV)10.0 1.4 Compliant
Max % Issuer (MV)5.0 1.4 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 11.3 Compliant
Max Maturity (Years)5 2 Compliant
LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV)75.0 16.6 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 0.2 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 3.3 Compliant
Max % Issuer (MV)5.0 0.9 Compliant
Max Maturity (Years)5 3 Compliant
MUNICIPAL SECURITIES (CA, OTHER STATES)
Max % (MV)100.0 0.5 Compliant
Max % Issuer (MV)5.0 0.5 Compliant
Max Maturity (Years)5 0.0 Compliant
MUTUAL FUNDS
Max % (MV; Money Market Fund & Mutual Fund)20.0 0.2 Compliant
Max % Issuer (MV)10.0 0.0 Compliant
Page 3 of 24Page 73 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
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 1 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 3.1 Compliant
Max % Issuer (MV)5.0 1.5 Compliant
Max Maturity (Years)5 3 Compliant
Min Rating (AA- by 1)0.0 0.0 Compliant
U.S. TREASURIES
Max % (MV)100.0 54.5 Compliant
Max Maturity (Years)5 4 Compliant
Page 4 of 24Page 74 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
AGENCY
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
2,999,980.10
100.04
3.82%
3,001,308.00
57,750.00
0.46%
1,327.90
Aa1/AA+
AA+
0.07
0.07
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
1,664,948.45
99.88
3.89%
1,664,020.79
18,366.49
0.25%
(927.66)
Aa1/AA+
AA+
0.15
0.15
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
5,998,047.96
100.12
3.95%
6,007,338.00
95,000.00
0.92%
9,290.04
Aa1/AA+
AA+
0.17
0.17
3130AWTQ3 FEDERAL HOME LOAN BANKS
4.625 09/11/2026 5,250,000.00 08/30/2023
4.67%
5,243,332.50
5,249,566.34
100.12
3.93%
5,256,468.00
74,192.71
0.80%
6,901.66
Aa1/AA+
AA+
0.20
0.19
3133EJD55 FEDERAL FARM CREDIT BANKS
FUNDING CORP 3.3 09/28/2026 1,000,000.00 09/28/2022
4.14%
968,590.00
998,086.59
99.84
3.95%
998,362.00
8,525.00
0.15%
275.41
Aa1/AA+
AA+
0.25
0.24
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
99.69
4.02%
3,738,221.25
21,875.00
0.57%
(11,778.75)
Aa1/AA+
AA+
0.31
0.30
3130APRK3 FEDERAL HOME LOAN BANKS
1.43 11/23/2026 2,600,000.00 02/28/2022
1.92%
2,541,500.00
2,595,093.98
98.97
4.07%
2,573,256.40
3,924.56
0.39%
(21,837.58)
Aa1/AA+
AA+
0.40
0.39
3130ATVE4 FEDERAL HOME LOAN BANKS 4.5
12/11/2026 1,650,000.00 11/30/2022
4.09%
1,675,007.40
1,652,769.16
100.16
4.13%
1,652,587.20
4,125.00
0.25%
(181.96)
Aa1/AA+
AA+
0.45
0.44
3130AYPN0 FEDERAL HOME LOAN BANKS
4.125 01/15/2027 6,500,000.00 01/26/2024
4.20%
6,486,090.00
6,497,454.55
100.04
4.05%
6,502,372.50
123,635.42
0.99%
4,917.95
Aa1/AA+
AA+
0.54
0.52
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
6,982,045.75
100.26
4.13%
7,018,109.00
83,125.00
1.07%
36,063.25
Aa1/AA+
AA+
0.74
0.71
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
5,507,600.45
100.52
4.11%
5,528,803.50
39,913.19
0.84%
21,203.05
Aa1/AA+
AA+
0.85
0.82
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
3,497,086.47
99.02
4.21%
3,465,717.50
34,781.25
0.53%
(31,368.97)
Aa1/AA+
AA+
1.21
1.16
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
3,499,593.32
100.31
4.13%
3,510,818.50
27,222.22
0.54%
11,225.18
Aa1/AA+
AA+
1.33
1.26
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
6,005,942.33
100.61
4.16%
6,036,852.00
18,000.00
0.92%
30,909.67
Aa1/AA+
AA+
1.94
1.83
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
5,263,807.50
100.49
4.26%
5,275,777.50
80,718.75
0.80%
11,970.00
Aa1/AA+
AA+
2.16
2.01
Page 5 of 24Page 75 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
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
6,390,353.13
100.96
4.19%
6,461,235.20
39,466.67
0.99%
70,882.07
Aa1/AA+
AA+
2.37
2.21
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
4,952,577.29
100.50
4.18%
5,025,055.00
49,218.75
0.77%
72,477.71
Aa1/AA+
AA+
2.78
2.57
Total Agency 73,566,000.00 4.37%
73,296,879.16
73,504,953.37
100.21
4.09%
73,716,302.34
779,840.01
11.25%
211,348.97
1.09
1.03
CASH
PP3112$02 Neighborhood Bank CASH 4,319,913.82 --
4.10%
4,319,913.82
4,319,913.82
1.00
4.10%
4,319,913.82
0.00
0.66%
0.00
NA/NA
NA
0.00
0.00
CCYUSD Receivable 148,077.04 --148,077.04
148,077.04
1.00 148,077.04
0.00
0.02%
0.00
Aaa/AAA
AAA
0.00
0.00
CCYUSD Receivable 1,046.80 --1,046.80
1,046.80
1.00 1,046.80
0.00
0.00%
0.00
Aaa/AAA
AAA
0.00
0.00
CCYUSD Receivable 16,308.34 --16,308.34
16,308.34
1.00 16,308.34
0.00
0.00%
0.00
Aaa/AAA
AAA
0.00
0.00
Total Cash 4,485,346.00 4.10%
4,485,346.00
4,485,346.00
1.00
4.10%
4,485,346.00
0.00
0.68%
0.00
0.00
0.00
CORPORATE
931142EM1 WALMART INC 3.05 07/08/2026 1,900,000.00 09/23/2022
4.09%
1,829,939.40
1,899,645.65
99.98
4.01%
1,899,623.80
27,848.19
0.29%
(21.85)
Aa2/AA
AA
0.02
0.02
17275RBL5 CISCO SYSTEMS INC 2.5
09/20/2026 1,150,000.00 10/04/2022
4.04%
1,084,622.50
1,146,340.31
99.66
4.02%
1,146,137.15
8,065.97
0.17%
(203.16)
A1/AA-
NA
0.22
0.22
438516BL9 HONEYWELL INTERNATIONAL
INC 2.5 11/01/2026 1,185,000.00 08/01/2022
3.02%
1,160,092.98
1,183,027.33
99.42
4.25%
1,178,108.04
4,937.50
0.18%
(4,919.29)
A2/A
A
0.34
0.33
654106AF0 NIKE INC 2.375 11/01/2026 1,035,000.00 08/02/2022
3.13%
1,003,598.10
1,032,511.32
99.41
4.16%
1,028,860.38
4,096.88
0.16%
(3,650.94)
A2/A+
NA
0.34
0.33
452308AX7 ILLINOIS TOOL WORKS INC 2.65
11/15/2026 1,421,000.00 10/14/2022
4.82%
1,305,557.96
1,410,406.86
99.46
4.12%
1,413,276.87
4,811.66
0.22%
2,870.01
A1/A+
NA
0.38
0.37
002824BF6 ABBOTT LABORATORIES 3.75
11/30/2026 1,000,000.00 10/17/2022
4.69%
964,363.96
996,400.88
99.90
3.98%
999,005.00
3,229.17
0.15%
2,604.12
Aa3/A+
NA
0.42
0.41
26442CAS3 DUKE ENERGY CAROLINAS LLC
2.95 12/01/2026 7,500,000.00 08/23/2024
4.29%
7,285,500.00
7,460,316.20
99.49
4.19%
7,461,705.00
18,437.50
1.14%
1,388.80
Aa3/A
NA
0.42
0.41
Page 6 of 24Page 76 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
78016HZT0 ROYAL BANK OF CANADA 4.875
01/19/2027 6,500,000.00 01/26/2024
4.75%
6,521,645.00
6,504,029.76
100.36
4.20%
6,523,315.50
142,593.75
1.00%
19,285.74
A1/A
AA-
0.56
0.53
61746BEF9 MORGAN STANLEY 3.625
01/20/2027 2,500,000.00 09/20/2023
5.62%
2,350,375.00
2,475,021.48
99.61
4.35%
2,490,172.50
40,529.51
0.38%
15,151.02
A1/A-
A+
0.56
0.53
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
98.41
5.19%
3,936,484.00
36,361.11
0.60%
(63,516.00)
A1/A-
AA-
0.67
0.65
808513BY0 CHARLES SCHWAB CORP 2.45
03/03/2027 2,205,000.00 08/01/2022
3.34%
2,121,115.19
2,192,730.28
98.80
4.27%
2,178,630.41
17,707.38
0.33%
(14,099.88)
A2/A-
A
0.67
0.65
713448ER5 PEPSICO INC 2.625 03/19/2027 1,935,000.00 08/02/2022
3.14%
1,892,043.00
1,928,365.81
98.95
4.12%
1,914,682.50
14,391.56
0.29%
(13,683.31)
A1/A+
NA
0.72
0.70
22160KAM7 COSTCO WHOLESALE CORP 3.0
05/18/2027 3,200,000.00 11/21/2022
4.29%
3,030,376.96
3,166,779.14
99.09
4.06%
3,170,838.40
11,466.67
0.48%
4,059.26
Aa3/AA
AA
0.88
0.86
58933YBC8 MERCK & CO INC 1.7 06/10/2027 3,200,000.00 08/02/2022
3.16%
2,988,096.00
3,158,886.08
97.72
4.19%
3,127,062.40
3,173.33
0.48%
(31,823.68)
Aa3/A+
NA
0.94
0.92
437076DB5 HOME DEPOT INC 4.875
06/25/2027 7,500,000.00 07/08/2024
4.76%
7,522,650.00
7,507,075.43
100.59
4.25%
7,544,265.00
6,093.75
1.15%
37,189.57
A2/A
A
0.99
0.87
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
7,506,721.24
99.72
4.36%
7,478,722.50
90,125.00
1.14%
(27,998.74)
A2/A-
A
1.21
1.15
857477CP6 STATE STREET CORP 4.33
10/22/2027 7,500,000.00 11/08/2024
4.53%
7,458,525.00
7,481,540.92
100.02
4.31%
7,501,860.00
62,243.75
1.14%
20,319.08
Aa3/A
AA-
1.31
1.25
46647PEE2 JPMORGAN CHASE & CO 5.571
04/22/2028 6,000,000.00 05/15/2024
5.19%
6,061,500.00
6,016,955.61
100.83
4.54%
6,050,022.00
64,066.50
0.92%
33,066.39
A1/A
AA-
1.81
0.78
89236TPZ2 TOYOTA MOTOR CREDIT CORP
4.25 05/12/2028 5,000,000.00 05/12/2026
4.28%
4,997,350.00
4,997,524.49
99.83
4.35%
4,991,330.00
27,743.06
0.76%
(6,194.49)
A1/A+
A+
1.87
1.76
90331HPS6 US BANK NA 4.73 05/15/2028 6,500,000.00 05/22/2025
4.85%
6,504,550.00
6,502,812.57
100.23
4.51%
6,514,794.00
39,285.28
0.99%
11,981.43
A2/A+
A+
1.88
0.84
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
5,001,546.12
100.02
4.37%
5,000,995.00
13,569.72
0.76%
(551.12)
Aa3/A
AA-
1.94
0.91
532457DB1 ELI LILLY AND CO 4.0 10/15/2028 5,000,000.00 09/15/2025
3.82%
5,024,350.00
5,017,945.62
99.34
4.30%
4,967,175.00
42,222.22
0.76%
(50,770.62)
Aa3/AA-
NA
2.29
2.15
61690DK72 MORGAN STANLEY BANK NA
5.016 01/12/2029 6,500,000.00 02/04/2025
4.89%
6,522,100.00
6,511,555.56
100.61
4.58%
6,539,949.00
153,057.67
1.00%
28,393.44
Aa3/A+
AA
2.54
1.43
24422EXH7 JOHN DEERE CAPITAL CORP 4.5
01/16/2029 6,250,000.00 01/11/2024
4.56%
6,234,375.00
6,242,046.39
100.26
4.39%
6,266,112.50
128,906.25
0.96%
24,066.11
A1/A
A+
2.55
2.33
Page 7 of 24Page 77 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
74340XBL4 PROLOGIS LP 4.375 02/01/2029 5,000,000.00 11/06/2025
4.06%
5,044,250.00
5,034,669.27
99.74
4.48%
4,987,240.00
91,145.83
0.76%
(47,429.27)
A2/A
NA
2.59
2.37
14913UAJ9 CATERPILLAR FINANCIAL
SERVICES CORP 4.85 02/27/2029 7,000,000.00 06/04/2024
4.77%
7,024,150.00
7,013,584.38
101.21
4.36%
7,084,980.00
116,938.89
1.08%
71,395.63
A1/A
A+
2.66
2.43
09290DAA9 BLACKROCK INC 4.7 03/14/2029 6,800,000.00 03/08/2024
4.56%
6,843,180.00
6,823,030.93
100.99
4.30%
6,867,483.20
94,992.22
1.05%
44,452.27
Aa3/AA-
NA
2.70
2.41
89115A2Y7 TORONTO-DOMINION BANK
4.994 04/05/2029 6,800,000.00 03/28/2024
4.98%
6,804,148.00
6,802,292.08
101.04
4.58%
6,870,937.60
81,124.76
1.05%
68,645.52
A2/A-
AA-
2.76
2.53
58989V2H6 MET TOWER GLOBAL FUNDING
5.25 04/12/2029 7,000,000.00 04/18/2024
5.49%
6,928,250.00
6,959,857.93
101.65
4.61%
7,115,346.00
80,645.83
1.09%
155,488.07
Aa3/AA-
AA-
2.78
2.54
025816EJ4 AMERICAN EXPRESS CO 4.351
07/20/2029 5,000,000.00 04/15/2026
4.30%
5,005,250.00
5,004,766.95
99.49
4.56%
4,974,430.00
97,293.19
0.76%
(30,336.95)
A2/A-
A
3.05
1.90
91324PFG2 UNITEDHEALTH GROUP INC 4.8
01/15/2030 7,500,000.00 03/13/2025
4.74%
7,517,475.00
7,512,706.35
100.77
4.56%
7,557,952.50
166,000.00
1.15%
45,246.15
A2/A+
A
3.54
3.09
95000U4D2 WELLS FARGO & CO 4.182
01/23/2030 5,000,000.00 05/11/2026
4.45%
4,961,500.00
4,962,923.82
98.69
4.64%
4,934,460.00
91,771.67
0.75%
(28,463.82)
A1/BBB+
A+
3.57
2.35
023135DD5 AMAZON.COM INC 4.25
03/13/2031 5,000,000.00 03/16/2026
4.35%
4,976,900.00
4,978,243.91
98.47
4.62%
4,923,275.00
63,750.00
0.75%
(54,968.91)
A1/AA
AA-
4.70
4.16
Total Corporate 156,581,000.00 4.47%
155,488,479.05
156,432,260.63
100.04
4.41%
156,639,231.24
1,848,625.77
23.90%
206,970.61
1.95
1.59
LAIF
90LAIF$00 Local Agency Investment Fund
State Pool 16,549,833.25 --
3.82%
16,549,833.25
16,549,833.25
1.00
3.82%
16,549,833.25
0.00
2.52%
0.00
NA/NA
NA
0.00
0.00
Total LAIF 16,549,833.25 3.82%
16,549,833.25
16,549,833.25
1.00
3.82%
16,549,833.25
0.00
2.52%
0.00
0.00
0.00
LOCAL GOV
INVESTMENT
POOL
90SDCP$00 County of San Diego Investment
Pool 27,336.47 --
3.91%
27,336.47
27,336.47
1.00
3.91%
27,336.47
0.00
0.00%
0.00
NA/NA
AAA
0.00
0.00
Total Local Gov
Investment Pool 27,336.47 3.91%
27,336.47
27,336.47
1.00
3.91%
27,336.47
0.00
0.00%
0.00
0.00
0.00
Page 8 of 24Page 78 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
MONEY MARKET
FUND
X9USDJPMR JPMORGAN:US GVT MM INST 286,739.08 --
3.50%
286,739.08
286,739.08
1.00
3.50%
286,739.08
0.00
0.04%
0.00
Aaa/
AAAm
AAA
0.00
0.00
X9USDJPMR JPMORGAN:US GVT MM INST 994,869.80 --
3.50%
994,869.80
994,869.80
1.00
3.50%
994,869.80
0.00
0.15%
0.00
Aaa/
AAAm
AAA
0.00
0.00
Total Money
Market Fund 1,281,608.88 3.50%
1,281,608.88
1,281,608.88
1.00
3.50%
1,281,608.88
0.00
0.20%
0.00
0.00
0.00
MUNICIPAL
BONDS
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
2,050,000.00
100.00
1.83%
2,050,000.00
18,767.75
0.31%
0.00
Aaa/NA
NA
0.00
0.00
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
3,504,308.51
99.75
4.22%
3,501,161.82
17,667.00
0.53%
(3,146.69)
NA/AA-
NA
0.09
0.08
544351MS5 LOS ANGELES CALIF 3.5
09/01/2026 1,085,000.00 09/23/2022
4.30%
1,053,144.40
1,083,627.49
99.88
4.16%
1,083,729.47
12,658.33
0.17%
101.98
Aa3/AA-
NA
0.17
0.17
20772KEX3 CONNECTICUT ST 3.8
09/15/2026 3,000,000.00 09/14/2022
3.91%
2,987,880.00
2,999,369.96
99.91
4.19%
2,997,342.00
33,566.67
0.46%
(2,027.96)
Aa2/AA-
AA
0.21
0.20
91412HGF4 UNIVERSITY CALIF REVS 1.316
05/15/2027 1,340,000.00 08/30/2022
3.81%
1,194,878.00
1,313,153.70
97.66
4.07%
1,308,684.20
2,253.28
0.20%
(4,469.50)
Aa2/AA
AA
0.87
0.85
769036BP8 RIVERSIDE CALIF PENSION OBLIG
2.64 06/01/2027 1,500,000.00 11/03/2022
5.27%
1,341,120.00
1,468,147.93
98.50
4.32%
1,477,573.50
3,300.00
0.23%
9,425.57
NA/AA
AA
0.92
0.89
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
2,112,726.60
98.01
4.00%
2,107,247.25
20,973.25
0.32%
(5,479.35)
Aaa/NA
NA
1.00
0.98
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
1,288,992.37
98.26
4.06%
1,277,376.10
13,037.92
0.19%
(11,616.27)
Aa1/AAA
NA
1.09
1.04
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
1,787,931.04
98.18
4.13%
1,772,145.39
18,050.00
0.27%
(15,785.65)
Aa1/NA
NA
1.09
1.04
62451FKL3
MOUNTAIN VIEW-WHISMAN
CALIF SCH DIST 1.912
09/01/2027
970,000.00 10/13/2022
4.91%
844,928.20
940,064.09
97.53
4.10%
946,059.43
6,182.13
0.14%
5,995.34
Aaa/AAA
NA
1.17
1.13
Page 9 of 24Page 79 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
13063EGT7 CALIFORNIA STATE 4.5
08/01/2029 6,000,000.00 11/22/2024
4.48%
6,005,880.00
6,003,875.30
100.46
4.34%
6,027,552.00
112,500.00
0.92%
23,676.70
Aa2/AA-
AA
3.09
2.80
Total Municipal
Bonds 24,710,000.00 4.06%
23,471,392.95
24,552,196.99
99.36
4.00%
24,548,871.16
258,956.33
3.75%
(3,325.83)
1.17
1.09
NEGOTIABLE CD
01882MAC6 Alliant Credit Union 5.0
12/30/2027 249,000.00 12/21/2022
5.00%
249,000.00
249,000.00
101.19
4.18%
251,963.10
34.11
0.04%
2,963.10
NA/NA
NA
1.50
1.44
Total Negotiable
CD 249,000.00 5.00%
249,000.00
249,000.00
101.19
4.18%
251,963.10
34.11
0.04%
2,963.10
1.50
1.44
SUPRANATIONAL
45950KCX6 INTERNATIONAL FINANCE CORP
0.75 10/08/2026 4,000,000.00 01/20/2022
1.61%
3,842,373.68
3,990,937.86
99.14
3.99%
3,965,404.00
6,916.67
0.60%
(25,533.86)
Aaa/AAA
NA
0.27
0.27
4581X0EM6
INTER-AMERICAN
DEVELOPMENT BANK 4.375
02/01/2027
6,000,000.00 12/06/2023
4.40%
5,996,640.00
5,999,370.18
100.18
4.06%
6,010,620.00
109,375.00
0.92%
11,249.82
Aaa/AAA
NA
0.59
0.56
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
4,976,460.65
100.89
4.17%
5,044,745.00
96,354.17
0.77%
68,284.35
Aaa/AAA
NA
2.09
1.93
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
4,985,844.83
99.70
4.21%
4,984,940.00
57,864.58
0.76%
(904.83)
Aaa/AAA
NA
3.72
3.38
Total
Supranational 20,000,000.00 3.92%
19,765,663.68
19,952,613.52
100.03
4.11%
20,005,709.00
270,510.42
3.05%
53,095.48
1.69
1.55
US TREASURY
912797TF4 UNITED STATES TREASURY
07/02/2026 12,000,000.00 06/24/2026
3.58%
11,991,778.03
11,998,825.43
99.99
3.65%
11,998,800.00
0.00
1.83%
(25.43)
P-1/A-1+
F1+
0.01
0.00
912797RF6 UNITED STATES TREASURY
07/09/2026 4,000,000.00 02/04/2026
3.65%
3,939,255.56
3,996,844.44
99.92
3.69%
3,996,768.00
0.00
0.61%
(76.44)
P-1/A-1+
F1+
0.02
0.02
912797RG4 UNITED STATES TREASURY
08/06/2026 4,000,000.00 02/04/2026
3.65%
3,928,565.00
3,985,870.00
99.64
3.68%
3,985,540.00
0.00
0.61%
(330.00)
P-1/A-1+
F1+
0.10
0.10
912810EX2 UNITED STATES TREASURY 6.75
08/15/2026 3,500,000.00 11/22/2022
4.11%
3,821,152.34
3,510,610.76
100.34
3.93%
3,511,756.50
88,756.91
0.54%
1,145.74
Aa1/AA+
AA+
0.13
0.12
Page 10 of 24Page 80 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CHY0 UNITED STATES TREASURY 4.625
09/15/2026 4,000,000.00 02/04/2026
3.61%
4,023,906.25
4,008,184.12
100.17
3.74%
4,006,840.00
54,293.48
0.61%
(1,344.12)
Aa1/AA+
AA+
0.21
0.20
91282CJC6 UNITED STATES TREASURY 4.625
10/15/2026 4,000,000.00 02/04/2026
3.62%
4,026,875.00
4,011,304.56
100.23
3.78%
4,009,248.00
38,920.77
0.61%
(2,056.56)
Aa1/AA+
AA+
0.29
0.29
912828U24 UNITED STATES TREASURY 2.0
11/15/2026 5,800,000.00 02/12/2026
3.59%
5,732,257.81
5,766,252.07
99.28
3.96%
5,758,129.80
14,815.22
0.88%
(8,122.27)
Aa1/AA+
AA+
0.38
0.37
912828U24 UNITED STATES TREASURY 2.0
11/15/2026 5,000,000.00 09/15/2025
3.68%
4,905,078.13
4,969,401.66
99.28
3.96%
4,963,905.00
12,771.74
0.76%
(5,496.66)
Aa1/AA+
AA+
0.38
0.37
91282CJP7 UNITED STATES TREASURY 4.375
12/15/2026 5,000,000.00 03/16/2026
3.67%
5,025,585.94
5,015,651.47
100.23
3.85%
5,011,600.00
9,562.84
0.76%
(4,051.47)
Aa1/AA+
AA+
0.46
0.45
91282CJP7 UNITED STATES TREASURY 4.375
12/15/2026 6,500,000.00 02/13/2024
4.44%
6,489,082.03
6,498,238.36
100.23
3.85%
6,515,080.00
12,431.69
0.99%
16,841.64
Aa1/AA+
AA+
0.46
0.45
91282CJT9 UNITED STATES TREASURY 4.0
01/15/2027 4,200,000.00 04/07/2026
3.74%
4,207,875.00
4,205,529.26
100.01
3.98%
4,200,319.20
77,502.76
0.64%
(5,210.06)
Aa1/AA+
AA+
0.54
0.52
91282CKA8 UNITED STATES TREASURY 4.125
02/15/2027 4,000,000.00 05/19/2026
3.80%
4,009,218.75
4,007,790.01
100.06
4.02%
4,002,320.00
61,988.95
0.61%
(5,470.01)
Aa1/AA+
AA+
0.63
0.60
912828V98 UNITED STATES TREASURY 2.25
02/15/2027 3,200,000.00 09/20/2023
4.67%
2,959,125.00
3,155,623.19
98.92
4.01%
3,165,494.40
27,049.72
0.48%
9,871.21
Aa1/AA+
AA+
0.63
0.61
91282CKE0 UNITED STATES TREASURY 4.25
03/15/2027 4,000,000.00 06/02/2026
3.81%
4,013,125.00
4,011,835.53
100.17
4.00%
4,006,616.00
49,891.30
0.61%
(5,219.53)
Aa1/AA+
AA+
0.71
0.68
91282CMV0 UNITED STATES TREASURY 3.875
03/31/2027 8,000,000.00 11/06/2025
3.61%
8,028,437.50
8,015,252.33
99.90
4.01%
7,991,640.00
77,923.50
1.22%
(23,612.33)
Aa1/AA+
AA+
0.75
0.72
91282CKJ9 UNITED STATES TREASURY 4.5
04/15/2027 9,000,000.00 12/15/2025
3.53%
9,112,500.00
9,066,804.12
100.36
4.02%
9,032,607.00
85,204.92
1.38%
(34,197.12)
Aa1/AA+
AA+
0.79
0.76
91282CEN7 UNITED STATES TREASURY 2.75
04/30/2027 10,500,000.00 --
4.65%
9,882,773.44
10,348,387.51
98.93
4.07%
10,387,786.50
48,648.10
1.58%
39,398.99
Aa1/AA+
AA+
0.83
0.81
91282CKZ3 UNITED STATES TREASURY 4.375
07/15/2027 6,000,000.00 02/04/2025
4.23%
6,020,156.25
6,008,583.39
100.25
4.13%
6,014,994.00
121,098.07
0.92%
6,410.61
Aa1/AA+
AA+
1.04
0.99
91282CNP2 UNITED STATES TREASURY 3.875
07/31/2027 8,000,000.00 11/06/2025
3.58%
8,039,375.00
8,024,648.38
99.71
4.14%
7,977,184.00
129,309.39
1.22%
(47,464.38)
Aa1/AA+
AA+
1.08
1.03
91282CLG4 UNITED STATES TREASURY 3.75
08/15/2027 8,000,000.00 08/07/2024
3.85%
7,978,437.50
7,991,926.37
99.57
4.14%
7,965,624.00
112,707.18
1.22%
(26,302.37)
Aa1/AA+
AA+
1.13
1.07
91282CPB1 UNITED STATES TREASURY 3.5
09/30/2027 10,000,000.00 10/15/2025
3.50%
9,999,609.38
9,999,750.53
99.21
4.15%
9,921,480.00
87,978.14
1.51%
(78,270.53)
Aa1/AA+
AA+
1.25
1.20
91282CLQ2 UNITED STATES TREASURY 3.875
10/15/2027 10,000,000.00 10/17/2025
3.46%
10,079,296.88
10,051,515.63
99.64
4.16%
9,964,060.00
81,523.22
1.52%
(87,455.63)
Aa1/AA+
AA+
1.29
1.24
Page 11 of 24Page 81 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CFZ9 UNITED STATES TREASURY 3.875
11/30/2027 6,000,000.00 10/23/2023
4.86%
5,782,500.00
5,924,934.91
99.61
4.16%
5,976,330.00
19,692.62
0.91%
51,395.09
Aa1/AA+
AA+
1.42
1.36
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 6,000,000.00 12/06/2023
4.20%
5,927,812.50
5,973,361.11
99.58
4.17%
5,974,686.00
631.79
0.91%
1,324.89
Aa1/AA+
AA+
1.50
1.44
91282CGH8 UNITED STATES TREASURY 3.5
01/31/2028 6,000,000.00 12/06/2023
4.20%
5,840,859.38
5,939,220.04
98.97
4.18%
5,938,128.00
87,596.69
0.91%
(1,092.04)
Aa1/AA+
AA+
1.59
1.50
9128283W8 UNITED STATES TREASURY 2.75
02/15/2028 6,400,000.00 11/10/2023
4.67%
5,931,250.00
6,220,940.51
97.79
4.17%
6,258,502.40
66,121.55
0.95%
37,561.89
Aa1/AA+
AA+
1.63
1.55
91282CMS7 UNITED STATES TREASURY 3.875
03/15/2028 6,000,000.00 08/14/2025
3.68%
6,028,359.38
6,018,735.84
99.52
4.17%
5,970,936.00
68,233.70
0.91%
(47,799.84)
Aa1/AA+
AA+
1.71
1.62
91282CGT2 UNITED STATES TREASURY 3.625
03/31/2028 6,500,000.00 02/04/2025
4.26%
6,379,902.34
6,433,267.47
99.09
4.17%
6,440,583.50
59,228.14
0.98%
7,316.03
Aa1/AA+
AA+
1.75
1.66
91282CMW8 UNITED STATES TREASURY 3.75
04/15/2028 8,000,000.00 04/15/2025
3.84%
7,979,687.50
7,987,868.15
99.29
4.16%
7,943,128.00
63,114.75
1.21%
(44,740.15)
Aa1/AA+
AA+
1.79
1.70
9128284N7 UNITED STATES TREASURY 2.875
05/15/2028 6,500,000.00 02/04/2025
4.27%
6,225,019.53
6,342,605.32
97.69
4.17%
6,349,941.00
23,867.19
0.97%
7,335.68
Aa1/AA+
AA+
1.88
1.79
91282CCR0 UNITED STATES TREASURY 1.0
07/31/2028 8,000,000.00 09/24/2024
3.50%
7,284,687.50
7,612,560.28
93.75
4.16%
7,500,000.00
33,370.17
1.14%
(112,560.28)
Aa1/AA+
AA+
2.08
2.02
91282CNU1 UNITED STATES TREASURY 3.625
08/15/2028 6,000,000.00 08/14/2025
3.69%
5,988,750.00
5,992,034.67
98.91
4.17%
5,934,378.00
81,712.71
0.91%
(57,656.67)
Aa1/AA+
AA+
2.13
1.99
91282CNY3 UNITED STATES TREASURY 3.375
09/15/2028 8,000,000.00 04/07/2026
3.87%
7,909,062.50
7,917,635.73
98.34
4.17%
7,866,872.00
79,239.13
1.20%
(50,763.73)
Aa1/AA+
AA+
2.21
2.08
91282CJA0 UNITED STATES TREASURY 4.625
09/30/2028 6,000,000.00 10/23/2023
4.82%
5,949,375.00
5,976,919.72
100.97
4.17%
6,058,128.00
69,754.10
0.92%
81,208.28
Aa1/AA+
AA+
2.25
2.10
91282CJF9 UNITED STATES TREASURY 4.875
10/31/2028 6,500,000.00 01/26/2024
4.02%
6,737,148.44
6,616,458.04
101.54
4.17%
6,600,041.50
53,386.55
1.01%
(16,416.54)
Aa1/AA+
AA+
2.34
2.17
91282CPK1 UNITED STATES TREASURY 3.5
11/15/2028 8,000,000.00 03/04/2026
3.52%
7,995,625.00
7,996,148.58
98.50
4.17%
7,879,688.00
35,760.87
1.20%
(116,460.58)
Aa1/AA+
AA+
2.38
2.24
91282CPP0 UNITED STATES TREASURY 3.5
12/15/2028 3,000,000.00 02/25/2026
3.47%
3,002,578.13
3,002,263.11
98.45
4.17%
2,953,593.00
4,590.16
0.45%
(48,670.11)
Aa1/AA+
AA+
2.46
2.32
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 5,000,000.00 02/04/2025
4.31%
4,901,171.88
4,936,611.30
99.01
4.17%
4,950,390.00
509.51
0.76%
13,778.70
Aa1/AA+
AA+
2.50
2.36
91282CPT2 UNITED STATES TREASURY 3.5
01/15/2029 5,000,000.00 02/03/2026
3.65%
4,978,515.63
4,981,450.76
98.39
4.17%
4,919,725.00
80,732.04
0.75%
(61,725.76)
Aa1/AA+
AA+
2.54
2.36
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 7,000,000.00 04/18/2024
4.68%
6,830,195.31
6,905,653.62
99.88
4.17%
6,991,796.00
72,581.97
1.07%
86,142.38
Aa1/AA+
AA+
2.75
2.55
Page 12 of 24Page 82 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista | As of June 30, 2026
HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
9128286T2 UNITED STATES TREASURY 2.375
05/15/2029 8,000,000.00 03/04/2026
3.54%
7,721,562.50
7,749,716.42
95.21
4.16%
7,617,184.00
24,266.30
1.16%
(132,532.42)
Aa1/AA+
AA+
2.87
2.73
91282CKT7 UNITED STATES TREASURY 4.5
05/31/2029 7,000,000.00 06/02/2025
3.98%
7,134,257.81
7,098,068.98
100.91
4.17%
7,063,441.00
26,680.33
1.08%
(34,627.98)
Aa1/AA+
AA+
2.92
2.70
91282CEV9 UNITED STATES TREASURY 3.25
06/30/2029 7,500,000.00 07/29/2024
4.09%
7,222,558.59
7,330,847.25
97.43
4.17%
7,307,520.00
662.36
1.11%
(23,327.25)
Aa1/AA+
AA+
3.00
2.82
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029 9,000,000.00 09/12/2025
3.60%
9,129,726.56
9,103,231.17
99.52
4.17%
8,957,106.00
150,165.75
1.37%
(146,125.17)
Aa1/AA+
AA+
3.08
2.82
912828YB0 UNITED STATES TREASURY 1.625
08/15/2029 7,000,000.00 05/15/2026
4.14%
6,470,078.13
6,489,754.55
92.67
4.15%
6,486,760.00
42,734.81
0.99%
(2,994.55)
Aa1/AA+
AA+
3.13
2.97
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 7,500,000.00 10/28/2024
4.08%
7,307,812.50
7,373,051.44
97.97
4.17%
7,347,660.00
65,983.61
1.12%
(25,391.44)
Aa1/AA+
AA+
3.25
3.01
91282CFT3 UNITED STATES TREASURY 4.0
10/31/2029 9,500,000.00 01/07/2025
4.46%
9,311,113.28
9,369,058.61
99.45
4.18%
9,447,674.00
64,021.74
1.44%
78,615.39
Aa1/AA+
AA+
3.34
3.07
91282CMA6 UNITED STATES TREASURY 4.125
11/30/2029 7,000,000.00 12/04/2024
4.09%
7,011,757.81
7,008,058.07
99.84
4.17%
6,989,066.00
24,456.97
1.07%
(18,992.07)
Aa1/AA+
AA+
3.42
3.14
91282CMD0 UNITED STATES TREASURY 4.375
12/31/2029 8,000,000.00 12/30/2024
4.37%
8,000,312.50
8,000,218.89
100.64
4.17%
8,051,560.00
951.09
1.23%
51,341.11
Aa1/AA+
AA+
3.50
3.21
91282CNG2 UNITED STATES TREASURY 4.0
05/31/2030 7,000,000.00 06/02/2025
4.02%
6,993,710.94
6,995,066.73
99.32
4.19%
6,952,694.00
23,715.85
1.06%
(42,372.73)
Aa1/AA+
AA+
3.92
3.58
91282CPN5 UNITED STATES TREASURY 3.5
11/30/2030 12,000,000.00 12/04/2025
3.68%
11,902,968.75
11,914,051.95
97.20
4.20%
11,663,436.00
35,573.77
1.78%
(250,615.95)
Aa1/AA+
AA+
4.42
4.03
91282CPR6 UNITED STATES TREASURY 3.625
12/31/2030 7,500,000.00 01/27/2026
3.81%
7,437,597.66
7,442,942.47
97.64
4.21%
7,323,337.50
738.79
1.12%
(119,604.97)
Aa1/AA+
AA+
4.50
4.10
91282CPW5 UNITED STATES TREASURY 3.75
01/31/2031 6,000,000.00 02/03/2026
3.85%
5,973,984.38
5,976,083.34
98.11
4.21%
5,886,798.00
93,853.59
0.90%
(89,285.34)
Aa1/AA+
AA+
4.59
4.10
91282CQU8 UNITED STATES TREASURY 4.125
05/31/2031 6,000,000.00 06/02/2026
4.17%
5,987,343.75
5,987,538.14
99.63
4.21%
5,977,968.00
20,963.11
0.91%
(9,570.14)
Aa1/AA+
AA+
4.92
4.39
Total US Treasury 361,600,000.00 3.94%
357,490,750.97
359,265,186.29
99.02
4.10%
357,966,843.30
2,667,269.60
54.61%
(1,298,342.99)
1.99
1.85
Total Portfolio 659,050,124.60 4.12%
652,106,290.41
656,300,335.39
96.10
4.16%
655,473,044.74
5,825,236.24
100.00%
(827,290.66)
1.77
1.59
Total Market Value
+ Accrued 661,298,280.98
Page 13 of 24Page 83 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Maturity Jun 2026 Mar 2026 Change Jun 2025 Jun 2024 Jun 2023 Jun 2022
3-Month 3.87%3.70%0.17%3.72%4.71%4.87%2.92%
1-Year 3.98%3.68%0.30%
2-Year 4.14%3.79%0.35%
3-Year 4.15%3.81%0.34%Jul-25 3.94 Jan-26 3.52
5-Year 4.19%3.92%0.27%Aug-25 3.59 Feb-26 3.38
10-Year 4.44%4.30%0.14%Sep-25 3.6 Mar-26 3.79
Oct-25 3.60 Apr-26 3.88
Nov-25 3.47 May-26 3.98
Dec-25 3.47 Jun-26 4.14
12 Month Average 3.70
Change20252026
June
May
April
572,452.81$
855,388.18$
542,666.14$
2,315,718.43$
Investment Report for the Quarter Ended June 30, 2026
U.S. Treasury Yields and Interest Earnings
2-Year U.S. Treasury Yield - 12 Month Average
Total for Quarter 1,970,507.13$ 5,585,821.80$ 7,556,328.93$
U.S. Treasury Yields - Quarterly Comparison 2-Year U.S. Treasury Yield - Historical Data
Interest Earnings - Quarter Ending 06/30/2025 & 06/30/2026
936,874.45$
2,333,228.92$
2,888,171.24$
1,792,262.63$
2,875,895.06$
Page 14 of 24Page 84 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista|04/01/2026 Through 06/30/2026|
Buy
Settlement
Date CUSIP Quantity Security Description Acq/Disp Yield Book Value S&P Rating Security Type
04/08/2026 91282CNY3 8,000,000.00 UNITED STATES TREASURY 3.375 09/15/2028 3.8679 (7,909,062.50) AA+ US Treasury
04/08/2026 91282CJT9 4,200,000.00 UNITED STATES TREASURY 4.0 01/15/2027 3.7448 (4,207,875.00) AA+ US Treasury
04/16/2026 025816EJ4 5,000,000.00 AMERICAN EXPRESS CO 4.351 07/20/2029 4.2991 (5,005,250.00) A- Corporate
04/16/2026 912797SP3 3,000,000.00 UNITED STATES TREASURY 05/07/2026 3.6730 (2,993,673.75) A-1+ US Treasury
05/12/2026 95000U4D2 5,000,000.00 WELLS FARGO & CO 4.182 01/23/2030 4.4549 (4,961,500.00) BBB+ Corporate
05/14/2026 89236TPZ2 5,000,000.00 TOYOTA MOTOR CREDIT CORP 4.25 05/12/2028 4.2781 (4,997,350.00) A+ Corporate
05/18/2026 912828YB0 7,000,000.00 UNITED STATES TREASURY 1.625 08/15/2029 4.1409 (6,470,078.13) AA+ US Treasury
05/20/2026 91282CKA8 4,000,000.00 UNITED STATES TREASURY 4.125 02/15/2027 3.7996 (4,009,218.75) AA+ US Treasury
06/03/2026 91282CQU8 6,000,000.00 UNITED STATES TREASURY 4.125 05/31/2031 4.1722 (5,987,343.75) AA+ US Treasury
06/03/2026 91282CKE0 4,000,000.00 UNITED STATES TREASURY 4.25 03/15/2027 3.8140 (4,013,125.00) AA+ US Treasury
06/25/2026 912797TF4 12,000,000.00 UNITED STATES TREASURY 07/02/2026 3.5751 (11,991,778.03) A-1+ US Treasury
63,200,000.00
Page 15 of 24Page 85 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista|04/01/2026 Through 06/30/2026|
Maturity
Settlement
Date CUSIP Quantity Security Description Acq/Disp Yield Book Value S&P Rating Security Type
04/01/2026 13063DMA3 (3,200,000.00) STATE OF CALIFORNIA 2.65 04/01/2026 3.2555 3,200,000.00 AA- Municipal Bonds
04/02/2026 912797SD0 (4,000,000.00) UNITED STATES TREASURY 04/02/2026 3.6864 4,000,000.00 A-1+ US Treasury
04/07/2026 912797TG2 (4,200,000.00) UNITED STATES TREASURY 04/07/2026 3.7118 4,200,000.00 A-1+ US Treasury
04/15/2026 87612EBE5 (3,751,000.00) TARGET CORP 2.5 04/15/2026 4.2580 3,751,000.00 A Corporate
04/15/2026 91282CGV7 (2,400,000.00) UNITED STATES TREASURY 3.75 04/15/2026 3.7687 2,400,000.00 AA+ US Treasury
05/07/2026 912797SP3 (3,000,000.00) UNITED STATES TREASURY 05/07/2026 3.6730 3,000,000.00 A-1+ US Treasury
05/08/2026 3133ERDZ1 (6,000,000.00) FEDERAL FARM CREDIT BANKS FUNDING CORP 4.75 05/08/2026 4.8530 6,000,000.00 AA+ Agency
05/11/2026 69371RR32 (3,000,000.00) PACCAR FINANCIAL CORP 1.1 05/11/2026 4.3930 3,000,000.00 A+ Corporate
05/15/2026 91282CHB0 (5,000,000.00) UNITED STATES TREASURY 3.625 05/15/2026 4.6929 5,000,000.00 AA+ US Treasury
05/19/2026 912797TS6 (4,000,000.00) UNITED STATES TREASURY 05/19/2026 3.6654 4,000,000.00 A-1+ US Treasury
06/02/2026 4581X0CU0 (3,000,000.00) INTER-AMERICAN DEVELOPMENT BANK 2.0 06/02/2026 3.0878 3,000,000.00 AAA Supranational
06/02/2026 912797TU1 (4,000,000.00) UNITED STATES TREASURY 06/02/2026 3.6796 4,000,000.00 A-1+ US Treasury
06/12/2026 3130AWGR5 (5,000,000.00) FEDERAL HOME LOAN BANKS 4.375 06/12/2026 4.4536 5,000,000.00 AA+ Agency
06/15/2026 91282CHH7 (5,000,000.00) UNITED STATES TREASURY 4.125 06/15/2026 4.6858 5,000,000.00 AA+ US Treasury
(55,551,000.00)
Page 16 of 24Page 86 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista Reporting Date:6/30/2026
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
Farm Credit System 3,000,000.00 7/27/2026 27 3,000,000.00$ -$ -$ -$ -$ -$
Farm Credit System 1,666,000.00 8/24/2026 55 1,666,000.00$ -$ -$ -$ -$ -$
Farm Credit System 6,000,000.00 9/1/2026 63 6,000,000.00$ -$ -$ -$ -$ -$
Federal Home Loan Banks 5,250,000.00 9/11/2026 73 5,250,000.00$ -$ -$ -$ -$ -$
Farm Credit System 1,000,000.00 9/28/2026 90 1,000,000.00$ -$ -$ -$ -$ -$
Federal Home Loan Banks 3,750,000.00 10/21/2026 113 3,750,000.00$ -$ -$ -$ -$ -$
Federal Home Loan Banks 2,600,000.00 11/23/2026 146 2,600,000.00$ -$ -$ -$ -$ -$
Federal Home Loan Banks 1,650,000.00 12/11/2026 164 1,650,000.00$ -$ -$ -$ -$ -$
Federal Home Loan Banks 6,500,000.00 1/15/2027 199 -$ 6,500,000.00$ -$ -$ -$ -$
Farm Credit System 7,000,000.00 3/26/2027 269 -$ 7,000,000.00$ -$ -$ -$ -$
Farm Credit System 5,500,000.00 5/6/2027 310 -$ 5,500,000.00$ -$ -$ -$ -$
Farm Credit System 3,500,000.00 9/15/2027 442 -$ -$ 3,500,000.00$ -$ -$ -$
Farm Credit System 3,500,000.00 10/27/2027 484 -$ -$ 3,500,000.00$ -$ -$ -$
Farm Credit System 6,000,000.00 6/7/2028 708 -$ -$ 6,000,000.00$ -$ -$ -$
Farm Credit System 5,250,000.00 8/28/2028 790 -$ -$ -$ 5,250,000.00$ -$ -$
Farm Credit System 6,400,000.00 11/13/2028 867 -$ -$ -$ 6,400,000.00$ -$ -$
Farm Credit System 5,000,000.00 4/10/2029 1015 -$ -$ -$ 5,000,000.00$ -$ -$
Agency 24,916,000.00$ 19,000,000.00$ 13,000,000.00$ 16,650,000.00$ -$ -$
Commercial Paper -$ -$ -$ -$ -$ -$
Walmart Inc.1,900,000.00 7/8/2026 8 1,900,000.00$ -$ -$ -$ -$ -$
Cisco Systems, Inc.1,150,000.00 9/20/2026 82 1,150,000.00$ -$ -$ -$ -$ -$
NIKE, Inc.1,035,000.00 11/1/2026 124 1,035,000.00$ -$ -$ -$ -$ -$
Honeywell International Inc.1,185,000.00 11/1/2026 124 1,185,000.00$ -$ -$ -$ -$ -$
Illinois Tool Works Inc.1,421,000.00 11/15/2026 138 1,421,000.00$ -$ -$ -$ -$ -$
Abbott Laboratories 1,000,000.00 11/30/2026 153 1,000,000.00$ -$ -$ -$ -$ -$
Duke Energy Corporation 7,500,000.00 12/1/2026 154 7,500,000.00$ -$ -$ -$ -$ -$
Royal Bank of Canada 6,500,000.00 1/19/2027 203 -$ 6,500,000.00$ -$ -$ -$ -$
Morgan Stanley 2,500,000.00 1/20/2027 204 -$ 2,500,000.00$ -$ -$ -$ -$
Bank of America Corporation 4,000,000.00 3/2/2027 245 -$ 4,000,000.00$ -$ -$ -$ -$
The Charles Schwab Corporation 2,205,000.00 3/3/2027 246 -$ 2,205,000.00$ -$ -$ -$ -$
PepsiCo, Inc.1,935,000.00 3/19/2027 262 -$ 1,935,000.00$ -$ -$ -$ -$
Costco Wholesale Corporation 3,200,000.00 5/18/2027 322 -$ 3,200,000.00$ -$ -$ -$ -$
Merck & Co., Inc.3,200,000.00 6/10/2027 345 -$ 3,200,000.00$ -$ -$ -$ -$
The Home Depot, Inc.7,500,000.00 6/25/2027 360 -$ 7,500,000.00$ -$ -$ -$ -$
National Rural Utilities Cooperative 7,500,000.00 9/16/2027 443 -$ -$ 7,500,000.00$ -$ -$ -$
State Street Corporation 7,500,000.00 10/22/2027 479 -$ -$ 7,500,000.00$ -$ -$ -$
JPMorgan Chase & Co.6,000,000.00 4/22/2028 662 -$ -$ 6,000,000.00$ -$ -$ -$
Toyota Motor Corporation 5,000,000.00 5/12/2028 682 -$ -$ 5,000,000.00$ -$ -$ -$
U.S. Bancorp 6,500,000.00 5/15/2028 685 -$ -$ 6,500,000.00$ -$ -$ -$
BNY Mellon Corp 5,000,000.00 6/9/2028 710 -$ -$ 5,000,000.00$ -$ -$ -$
Eli Lilly and Company 5,000,000.00 10/15/2028 838 -$ -$ -$ 5,000,000.00$ -$ -$
Morgan Stanley 6,500,000.00 1/12/2029 927 -$ -$ -$ 6,500,000.00$ -$ -$
Deere & Company 6,250,000.00 1/16/2029 931 -$ -$ -$ 6,250,000.00$ -$ -$
Prologis, Inc.5,000,000.00 2/1/2029 947 -$ -$ -$ 5,000,000.00$ -$ -$
Caterpillar Inc.7,000,000.00 2/27/2029 973 -$ -$ -$ 7,000,000.00$ -$ -$
BlackRock, Inc.6,800,000.00 3/14/2029 988 -$ -$ -$ 6,800,000.00$ -$ -$
Page 17 of 24Page 87 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
City of Chula Vista Reporting Date:6/30/2026
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
The Toronto-Dominion Bank 6,800,000.00 4/5/2029 1010 -$ -$ -$ 6,800,000.00$ -$ -$
Met Tower Global Funding 7,000,000.00 4/12/2029 1017 -$ -$ -$ 7,000,000.00$ -$ -$
American Express Company 5,000,000.00 7/20/2029 1116 -$ -$ -$ -$ 5,000,000.00$ -$
UnitedHealth Group Incorporated 7,500,000.00 1/15/2030 1295 -$ -$ -$ -$ 7,500,000.00$ -$
Wells Fargo & Company 5,000,000.00 1/23/2030 1303 -$ -$ -$ -$ 5,000,000.00$ -$
Amazon.com, Inc.5,000,000.00 3/13/2031 1717 -$ -$ -$ -$ -$ 5,000,000.00$
Corporate 15,191,000.00$ 31,040,000.00$ 37,500,000.00$ 50,350,000.00$ 17,500,000.00$ 5,000,000.00$
Sequoia Union High School District 2,050,000.00 7/1/2026 1 2,050,000.00$ -$ -$ -$ -$ -$
Huntington Beach Union High School D 3,510,000.00 8/1/2026 32 3,510,000.00$ -$ -$ -$ -$ -$
City of Los Angeles 1,085,000.00 9/1/2026 63 1,085,000.00$ -$ -$ -$ -$ -$
State of Connecticut 3,000,000.00 9/15/2026 77 3,000,000.00$ -$ -$ -$ -$ -$
University of California 1,340,000.00 5/15/2027 319 -$ 1,340,000.00$ -$ -$ -$ -$
City of Riverside, California 1,500,000.00 6/1/2027 336 -$ 1,500,000.00$ -$ -$ -$ -$
Sequoia Union High School District 2,150,000.00 7/1/2027 366 -$ -$ 2,150,000.00$ -$ -$ -$
Saddleback Valley Unified School Dis 1,805,000.00 8/1/2027 397 -$ -$ 1,805,000.00$ -$ -$ -$
San Diego Community College District 1,300,000.00 8/1/2027 397 -$ -$ 1,300,000.00$ -$ -$ -$
Mountain View Whisman School Distric 970,000.00 9/1/2027 428 -$ -$ 970,000.00$ -$ -$ -$
State of California 6,000,000.00 8/1/2029 1128 -$ -$ -$ -$ 6,000,000.00$ -$
Municipal Bonds 9,645,000.00$ 2,840,000.00$ 6,225,000.00$ -$ 6,000,000.00$ -$
Alliant Credit Union 249,000.00 12/30/2027 548 -$ -$ 249,000.00$ -$ -$ -$
Negotiable CD -$ -$ 249,000.00$ -$ -$ -$
International Finance Corporation 4,000,000.00 10/8/2026 100 4,000,000.00$ -$ -$ -$ -$ -$
Inter-American Development Bank 6,000,000.00 2/1/2027 216 -$ 6,000,000.00$ -$ -$ -$ -$
International Bank for Recon and Dev 5,000,000.00 8/1/2028 763 -$ -$ -$ 5,000,000.00$ -$ -$
International Bank for Recon and Dev 5,000,000.00 3/20/2030 1359 -$ -$ -$ -$ 5,000,000.00$ -$
Supranational 4,000,000.00$ 6,000,000.00$ -$ 5,000,000.00$ 5,000,000.00$ -$
United States 12,000,000.00 7/2/2026 2 12,000,000.00$ -$ -$ -$ -$ -$
United States 4,000,000.00 7/9/2026 9 4,000,000.00$ -$ -$ -$ -$ -$
United States 4,000,000.00 8/6/2026 37 4,000,000.00$ -$ -$ -$ -$ -$
United States 3,500,000.00 8/15/2026 46 3,500,000.00$ -$ -$ -$ -$ -$
United States 4,000,000.00 9/15/2026 77 4,000,000.00$ -$ -$ -$ -$ -$
United States 4,000,000.00 10/15/2026 107 4,000,000.00$ -$ -$ -$ -$ -$
United States 5,800,000.00 11/15/2026 138 5,800,000.00$ -$ -$ -$ -$ -$
United States 5,000,000.00 11/15/2026 138 5,000,000.00$ -$ -$ -$ -$ -$
United States 5,000,000.00 12/15/2026 168 5,000,000.00$ -$ -$ -$ -$ -$
United States 6,500,000.00 12/15/2026 168 6,500,000.00$ -$ -$ -$ -$ -$
United States 4,200,000.00 1/15/2027 199 -$ 4,200,000.00$ -$ -$ -$ -$
United States 4,000,000.00 2/15/2027 230 -$ 4,000,000.00$ -$ -$ -$ -$
United States 3,200,000.00 2/15/2027 230 -$ 3,200,000.00$ -$ -$ -$ -$
United States 4,000,000.00 3/15/2027 258 -$ 4,000,000.00$ -$ -$ -$ -$
United States 8,000,000.00 3/31/2027 274 -$ 8,000,000.00$ -$ -$ -$ -$
United States 9,000,000.00 4/15/2027 289 -$ 9,000,000.00$ -$ -$ -$ -$
United States 5,000,000.00 4/30/2027 304 -$ 5,000,000.00$ -$ -$ -$ -$
United States 5,500,000.00 4/30/2027 304 -$ 5,500,000.00$ -$ -$ -$ -$
United States 6,000,000.00 7/15/2027 380 -$ -$ 6,000,000.00$ -$ -$ -$
United States 8,000,000.00 7/31/2027 396 -$ -$ 8,000,000.00$ -$ -$ -$
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City of Chula Vista Reporting Date:6/30/2026
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
United States 8,000,000.00 8/15/2027 411 -$ -$ 8,000,000.00$ -$ -$ -$
United States 10,000,000.00 9/30/2027 457 -$ -$ 10,000,000.00$ -$ -$ -$
United States 10,000,000.00 10/15/2027 472 -$ -$ 10,000,000.00$ -$ -$ -$
United States 6,000,000.00 11/30/2027 518 -$ -$ 6,000,000.00$ -$ -$ -$
United States 6,000,000.00 12/31/2027 549 -$ -$ 6,000,000.00$ -$ -$ -$
United States 6,000,000.00 1/31/2028 580 -$ -$ 6,000,000.00$ -$ -$ -$
United States 6,400,000.00 2/15/2028 595 -$ -$ 6,400,000.00$ -$ -$ -$
United States 6,000,000.00 3/15/2028 624 -$ -$ 6,000,000.00$ -$ -$ -$
United States 6,500,000.00 3/31/2028 640 -$ -$ 6,500,000.00$ -$ -$ -$
United States 8,000,000.00 4/15/2028 655 -$ -$ 8,000,000.00$ -$ -$ -$
United States 6,500,000.00 5/15/2028 685 -$ -$ 6,500,000.00$ -$ -$ -$
United States 8,000,000.00 7/31/2028 762 -$ -$ -$ 8,000,000.00$ -$ -$
United States 6,000,000.00 8/15/2028 777 -$ -$ -$ 6,000,000.00$ -$ -$
United States 8,000,000.00 9/15/2028 808 -$ -$ -$ 8,000,000.00$ -$ -$
United States 6,000,000.00 9/30/2028 823 -$ -$ -$ 6,000,000.00$ -$ -$
United States 6,500,000.00 10/31/2028 854 -$ -$ -$ 6,500,000.00$ -$ -$
United States 8,000,000.00 11/15/2028 869 -$ -$ -$ 8,000,000.00$ -$ -$
United States 3,000,000.00 12/15/2028 899 -$ -$ -$ 3,000,000.00$ -$ -$
United States 5,000,000.00 12/31/2028 915 -$ -$ -$ 5,000,000.00$ -$ -$
United States 5,000,000.00 1/15/2029 930 -$ -$ -$ 5,000,000.00$ -$ -$
United States 7,000,000.00 3/31/2029 1005 -$ -$ -$ 7,000,000.00$ -$ -$
United States 8,000,000.00 5/15/2029 1050 -$ -$ -$ 8,000,000.00$ -$ -$
United States 7,000,000.00 5/31/2029 1066 -$ -$ -$ 7,000,000.00$ -$ -$
United States 7,500,000.00 6/30/2029 1096 -$ -$ -$ -$ 7,500,000.00$ -$
United States 9,000,000.00 7/31/2029 1127 -$ -$ -$ -$ 9,000,000.00$ -$
United States 7,000,000.00 8/15/2029 1142 -$ -$ -$ -$ 7,000,000.00$ -$
United States 7,500,000.00 9/30/2029 1188 -$ -$ -$ -$ 7,500,000.00$ -$
United States 9,500,000.00 10/31/2029 1219 -$ -$ -$ -$ 9,500,000.00$ -$
United States 7,000,000.00 11/30/2029 1249 -$ -$ -$ -$ 7,000,000.00$ -$
United States 8,000,000.00 12/31/2029 1280 -$ -$ -$ -$ 8,000,000.00$ -$
United States 7,000,000.00 5/31/2030 1431 -$ -$ -$ -$ 7,000,000.00$ -$
United States 12,000,000.00 11/30/2030 1614 -$ -$ -$ -$ -$ 12,000,000.00$
United States 7,500,000.00 12/31/2030 1645 -$ -$ -$ -$ -$ 7,500,000.00$
United States 6,000,000.00 1/31/2031 1676 -$ -$ -$ -$ -$ 6,000,000.00$
United States 6,000,000.00 5/31/2031 1796 -$ -$ -$ -$ -$ 6,000,000.00$
US Treasury 53,800,000.00$ 42,900,000.00$ 93,400,000.00$ 77,500,000.00$ 62,500,000.00$ 31,500,000.00$
Neighborhood National Bank 4,319,913.82 8/13/2026 44 4,319,913.82$ -$ -$ -$ -$ -$
Placement Service Deposits
Total Maturity 107,552,000.00$ 101,780,000.00$ 150,374,000.00$ 149,500,000.00$ 91,000,000.00$ 36,500,000.00$
636,706,000.00$
1.84 Weighted Average Maturity (in years)
4.14%Weighted Yield to Maturity
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City of Chula Vista
Corporate Bonds - Sector Distribution
Issuer Maturity Date CUSIP Purchase YTM Original Par GICS Sector
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
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
Toyota Motor Corporation 5/12/2028 89236TPZ2 4.28 5,000,000.00 Consumer Discretionary
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
Eli Lilly and Company 10/15/2028 532457DB1 3.82 5,000,000.00 Health Care
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
Prologis, Inc.2/1/2029 74340XBL4 4.06 5,000,000.00 Real Estate
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
American Express Company 7/20/2029 025816EJ4 4.30 5,000,000.00 Financials
UnitedHealth Group Incorporated 1/15/2030 91324PFG2 4.74 7,500,000.00 Health Care
Wells Fargo & Company 1/23/2030 95000U4D2 4.45 5,000,000.00 Consumer Discretionary
Amazon.com, Inc.3/13/2031 023135DD5 4.35 5,000,000.00 Financials
156,581,000.00
Page 20 of 24Page 90 of 402
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GICS Sector Amount Percent
Communication Services - 0.00%
Consumer Discretionary 23,635,000.00 15.09%
Consumer Staples 1,935,000.00 1.24%
Energy 7,500,000.00 4.79%
Financials 84,305,000.00 53.84%
Health Care 16,700,000.00 10.67%
Industrials 8,856,000.00 5.66%
Information Technology 1,150,000.00 0.73%
Materials - 0.00%
Real Estate 5,000,000.00 3.19%
Utilities 7,500,000.00 4.79%
Total 156,581,000.00 100.00%
Consumer Discretionary
15%
Consumer Staples
1%
Energy
5%
Financials
54%
Health Care
11%
Industrials
5%
Information Technology
1%
Real Estate
3%
Utilities
5%
CORPORATE BONDS - SECTOR DISTRIBUTION
Page 21 of 24Page 91 of 402
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Glossary
AGENCIES: Federal agency securities.
ASSET BACKED SECURITIES: Securities supported by pools of installment loans or leases or by
pools of revolving lines of credit.ASKED: The price at which securities are offered. (The price at
which a firm will sell a security to an investor.)
BANKERS’ ACCEPTANCE (BA):A draft or bill or exchange accepted by a bank or trust company.
The accepting institution guarantees payment of the bill, as well as the issuer. The drafts are drawn on a
bank by an exporter or importer to obtain funds to pay for specific merchandise. An acceptance is a
high-grade negotiable instrument.
BASIS POINT: One one-hundredth of a percent (i.e., 0.01 %).
BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.)
BROKER: A broker brings buyers and sellers together for a commission. He does not take a position.
CALLABLE: A callable security gives the issuer the option to call it from the investor prior to its
maturity. The main cause of a call is a decline in interest rates. If interest rates decline, the issuer will
likely call its current securities and reissue them at a lower rate of interest.
CERTIFICATE OF DEPOSIT (CD):A time deposit with a specific maturity evidenced by a
certificate. Large-denomination CD’s are typically negotiable.
COLLATERAL: Securities, evidence of deposit or other property, which a borrower pledges to secure
repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.
COLLATERALIZED MORTGAGE OBLIGATIONS (CMO): Classes of bonds that redistribute
the cash flows of mortgage securities (and whole loans) to create securities that have different levels of
prepayment risk, as compared to the underlying mortgage securities.
COMMERCIAL PAPER: Short term unsecured promissory note issued by a corporation to raise
working capital. These negotiable instruments are purchased at a discount to par value or at par value
with interest bearing. Commercial paper is issued by corporations such as General Motors Acceptance
Corporation, IBM, Bank of America, etc.
DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling
for his own account.
DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus
payment and delivery versus receipt. Delivery versus payment is delivery of securities with an
exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange
of a signed receipt for the securities.
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DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent
returns.
FEDERAL AGENCIES: Agencies of the Federal government set up to supply credit to various
classes of institutions (e.g.,S&L’s, small business firms, students, farmers, farm cooperatives, and
exporters).
FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC):A Federal agency that insures bank
deposits, currently up to $250,000 per deposit.
FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and
consisting of a seven-member Board of Governors in Washington, D.C.; 12 regional banks and about
5,700 commercial banks are members of the system.
FIDUCIARY: A person or organization that acts on behalf of another person(s) or organization that
puts their clients’ interest ahead of their own as they are bound both legally and ethically to act in the
other’s best interests.
LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a
substantial loss of value. In the money market, a security is said to be liquid if the spread between bid
and asked prices is narrow and reasonable size can be done at those quotes.
LOCAL AGENCY INVESTMENT FUND (LAIF): The aggregate of all funds from political
subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment.
LOCAL GOVERNMENT INVESTMENT POOL (LGIP): An investment pool offered by a state or
local agency to public entities for the investment of public funds.
MARKET VALUE: The price at which a security is trading and could presumable be purchased or
sold.
MATURITY: The date upon which the principal or stated value of an investment becomes due and
payable. The investment’s term or remaining maturity is measured from the settlement date to final
maturity.
MORTGAGE PASS-THROUGH SECURITIES: A securitized participation in the interest and
principal cash flows from a specified pool of mortgages. Principal and interest payments made on the
mortgages are passed through to the holder of the security.
NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATIONS (NRSROs):
Credit rating agencies that issue credit ratings that the Securities and Exchange Commission (SEC)
permits other financial firms to use for certain regulatory purposes.
NEGOTIABLE CERTIFICATES OF DEPOSIT : Unsecured obligations of the financial institution,
bank or savings and loan, bought at par value with the promise to pay face value plus accrued interest at
maturity. They are high-grade negotiable instruments, paying a higher interest rate than regular
certificates of deposit.
OFFER: The price asked by a seller of securities. (When you are buying securities, you ask for an
offer).
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PORTFOLIO: Collection of securities held by an investor.
PRIMARY DEALER: A group of government securities dealers who submit daily reports of market
activity and positions and monthly financial statements to the Federal Reserve Bank of New York and
are subject to its informal oversight. Primary dealers include Securities and Exchange Commission
(SEC)-registered securities broker/dealers, banks and a few unregulated firms.
PRUDENT INVESTOR STANDARD: An investment standard. In some states, the law requires that
a fiduciary, such as a trustee, may invest money only in a list of securities selected by the custody state-
the so-called “legal list”. In other states, the trustee may invest in a security if it is one that would be
bought by a prudent person of discretion and intelligence who is seeking a reasonable income and
preservation of capital.
RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current
market price.
SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables
of all types and descriptions are held in the bank’s vaults for protection.
SECONDARY MARKET: A market made for the purchase and sale of outstanding issues following
the initial distribution.
SECURITIES & EXCHANGE COMMISSION (SEC): Agency created by Congress to protect
investors in securities transactions by administering securities legislation.
SEC RULE 15C3-1: See “Uniform Net Capital Rule”.
TREASURY BILLS: A non-interest bearing discount security issued by the U.S. Treasury to finance
the national debt. Most bills are issued to mature in three months, six months, or one year.
TREASURY BOND: Long-term U.S. Treasury securities having initial maturities of more than 10
years.
TREASURY NOTES: Intermediate-term coupon bearing U.S. Treasury having initial maturities of
one year to ten years.
UNIFORM NET CAPITAL RULE: Securities and Exchange Commission requirement that member
firms as well as nonmember broker/dealers in securities maintain a maximum ratio of indebtedness to
liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money
owed to a firm, including margin loans and commitments to purchase securities, one reason new public
issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets
easily converted into cash.
YIELD: The rate of annual income return on an investment, expressed as a percentage. (a) Income
Yield is obtained by dividing the current dollar income by the current market price for the security. (b)
Net Yield or Yield to Maturity is the current income yield minus any premium above par or plus any
discount from par in purchase price, with the adjustment spread over the period from the date of
purchase to the date of maturity of the bond.
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P a g e | 1
August 11, 2026
ITEM TITLE
Authorize Housing Funding and Appropriations: Authorize Housing Successor Agency Funding Allocations
for Fiscal Year 2026-27 and Appropriate Funds
Report Number: 26-0255
Location: 205 27th Street
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 (CEQA) Guidelines. Therefore, pursuant to CEQA Guidelines Section 15060(c)(3),
no environmental review is required.
Recommended Action
Approve a resolution of the Chula Vista Housing Authority authorizing and appropriating $800,000 from the
Low and Moderate Income Housing Asset Fund for administration costs and homeless prevention services.
(4/5 Vote Required)
SUMMARY
The Chula Vista Housing Authority, acting in its capacity as the Housing Successor (as defined in California
Health and Safety Code Section 34176) to the Redevelopment Agency of the City of Chula Vista (“City”),
administers the Low and Moderate Income Housing Asset Fund (“Housing Fund”). Staff recommends
appropriating Housing Fund monies totaling $300,000 for administration and $500,000 for homelessness
prevention services.
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 “Pro ject” as defined under
Section 15378 of the CEQA Guidelines because it will not result in a physical change in the environment.
Therefore, pursuant to Section 15060(c)(3) of the CEQA Guidelines, the activity is not subject to CEQA.
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BOARD/COMMISSION/COMMITTEE RECOMMENDATION
The Housing and Homeless Advisory Commission will be notified of these needed allocations for fiscal year
2026-27 at their next meeting.
DISCUSSION
Background
The Redevelopment Agency of the City, along with all redevelopment agencies statewide, was dissolved by
the State legislature in 2012. At the time of dissolution, the remaining assets and liabiliti es of the former
redevelopment agency were required to be assumed by a Housing Successor, as defined in California Health
and Safety Code (HSC) Section 34176.
Pursuant to HSC Section 34176(b)(2), the Chula Vista Housing Authority was designated as the Housing
Successor. All rights, powers, committed assets, liabilities, duties, and obligations associated with the
affordable housing activities of the agency were transferred to the Housing Authority, who acting as the
Housing Successor, transferred these assets to the Housing Fund. As of June 30, 202 5, the unencumbered
balance of the Housing Fund was $15.1 million.
Under HSC Section 34176.1, Housing Funds may be spent on:
1. Administrative costs for the operation of the housing successor, at the greater of: (a) $200,000 per
year, adjusted for inflation ($270,700 for fiscal year 2024-25); or (b) Five percent (5%) of the
statutory value of real property owned by the Housing Successor and the value of loans and grants
receivable ($1,321,640 for fiscal year 2024-25);
2. Homeless prevention and rapid rehousing services up to $500,000 per year (as of January 1, 2025,
Assembly Bill 1782 increased the limit from $250,000); and
3. Affordable housing development assisting households with up to 80 percent of the Area Median
Income (AMI), subject to specific income and age targets over a five-year period.
State law also limits the amount of uncommitted funds a housing successor may retain. Funds that exceed
this amount are known as the “Excess Surplus,” calculated based on the greater of the following:
$1,000,000; or
The total amount of deposits made into the Housing Fund over the preceding four (4) years.
Once an excess surplus is determined, the Housing Successor must account for these funds separately and
commit said monies within three (3) years. Excess Surplus funds may be claimed by the California
Department of Housing and Community Development (HCD) if not committed within a timely manner.
Entering fiscal year 2026-27, the Housing Fund had encumbered all required Excess Surplus and this year’s
balance of $2,780,892 must be encumbered by Fiscal Year 2027-28.
Administration ($300,000)
Pursuant to HSC Section 34176.1(a)(1), the City reported an available administrative cost limit [HSC Section
34176.1(a)(1)] of $1,321,640 for fiscal year 2024-25. Because eligible administrative costs are primarily
limited to compliance and monitoring-related activities, staff is proposing to commit $300,000 in fiscal year
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26-27 Housing Funds for administration of Housing Successor activities. This allocation incl udes the
extension of existing contracts with RSG, Inc., which performs inspections and compliance reviews of
Housing Authority assets, and Housing Compliance Services, which maintains a portal for compliance
reporting.
Homeless Prevention Services ($500,000)
As of January 1, 2025, Assembly Bill 1762 increased the limit up to $500,000 in Housing Fund monies which
may be used for Homeless Prevention Services per year if the former redevelopment agency did not have
any outstanding inclusionary housing or replacement housing production requirements as of 2012 [HSC
Section 34176.1(a)(2)]. The City is eligible for this expense because it did not have any outstanding
inclusionary or replacement housing requirements upon dissolution and intends to commit $500,000
towards the Homeless Prevention Program in fiscal year 2026-27 Housing Funds, towards the operations of
the Chula Vista Village at Otay.
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 18702.0(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 to the City's General Fund as all costs associated with the program are
covered by Housing Funds. This action will allocate surplus funds from the Housing Fund in the amount of
$300,000 for administration in the Supplies and Services category and $500,000 for Homelessness
Prevention Services/Shelter Operations program in the Other Expenses category of the Housing Fund.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact associated with this resolution.
ATTACHMENTS
None.
Staff Contact: Stacey Kurz, Director of Housing and Homeless Services
Page 97 of 402
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Form Rev 3/6/2023
RESOLUTION NO. __________
RESOLUTION OF THE CHULA VISTA HOUSING
AUTHORITY ACTING IN ITS CAPACITY AS THE HOUSING
SUCCESSOR TO THE REDEVELOPMENT AGENCY OF THE
CITY OF CHULA VISTA AUTHORIZING THE USE OF FISCAL
YEAR 2026-27 LOW AND MODERATE INCOME HOUSING
ASSET FUNDS FOR ADMINISTRATIVE COSTS AND THE
IMPLEMENTATION OF HOMELESSNESS PREVENTION
PROGRAMS; AND APPROPRIATING FUNDS THEREFOR
WHEREAS, the Chula Vista Housing Authority, acting in its capacity as the Housing
Successor (as defined in California Health and Safety Code (HSC) Section 34176) to the
Redevelopment Agency of the City of Chula Vista, is authorized to appropriate funds from the
Low and Moderate Housing Asset Fund (“Housing Fund”) for eligible expenditures; and
WHEREAS, HSC Section 34176.1(a)(1) allows a portion of Housing Fund dollars to be
spent on administrative costs associated with the implementation of eligible Housing Fund
programs and on monitoring and preserving the affordability of existing affordable housing, in
accordance with an administrative cost limit determined by a set formula; and
WHEREAS, the Housing Successor has identified $300,000 in such eligible administrative
costs for fiscal year 2026-27 that it desires to pay from the Housing Fund; and
WHEREAS, HSC Section 34176.1(a)(2) allows a portion of Housing Funds to be spent on
homeless prevention services, and the Housing Successor desires to spend $500,000 towards
shelter operations at the Chula Vista Village at Otay as a form of homeless prevention; and
WHEREAS, HSC Section 34176.1(a)(3) requires budgeted funds not appropriated for
administrative costs or homeless prevention services to be dedicated to the production of
affordable housing, and HSC Section 34176.1(d) requires any Housing Fund dollars that exceed a
threshold amount as defined by a set formula (“Excess Surplus”) to be encumbered within a certain
time frame; and
WHEREAS, the Housing Successor has not identified Excess Surplus funds that must be
encumbered in fiscal year 2026-27.
NOW, THEREFORE, BE IT RESOLVED by the Chula Vista Housing Authority, that it
amends the fiscal year 2026-27 Housing Fund budget by appropriating $300,000 to the Supplies
and Services category and $500,000 to the Other Expenses category of the Housing Fund.
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Resolution No.
Page 2
Presented by Approved as to form by
Stacey Kurz Marco A. Verdugo
Director of Housing and Homeless Services Legal Counsel
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Written Communications – PC
Shelton – Received 8/7/2026
Dear City Clerk,
Please accept the following e-comment for the August 11, 2026, Chula Vista City Council
meeting under General Public Comment.
Mayor McCann and Members of the City Council,
I respectfully urge the City Council to continue strengthening transparency and public
accountability regarding the City’s use of artificial intelligence (AI), automated license plate
reader (ALPR), and other advanced surveillance technologies.
Over the past several months, I have submitted numerous California Public Records Act
requests seeking records concerning surveillance technologies used by the City. These
requests have highlighted the importance of proactive transparency whenever government
agencies deploy technologies capable of collecting, analyzing, or sharing information
about members of the public.
Communities across the country are actively reviewing AI-enabled surveillance systems as
the technology rapidly evolves. Public confidence depends not only on whether these
systems are effective, but also on whether they are subject to meaningful oversight, clear
policies, and transparent governance.
Chula Vista has taken an important step by establishing the Privacy Protections and
Technology Advisory Commission. I encourage the City Council to continue building on that
commitment by directing staff and the Commission to review and recommend additional
transparency measures, including:
• Publishing a public inventory of surveillance technologies used by the City.
• Issuing annual transparency and audit reports.
• Publishing data retention and deletion policies.
• Providing information regarding interagency data-sharing agreements.
• Conducting and publishing privacy impact assessments for new AI-enabled
technologies whenever appropriate.
• Providing public notice when significant surveillance capabilities or policies change.
Transparency promotes public trust while allowing the City to continue pursuing legitimate
public safety objectives. I appreciate the Council’s commitment to responsible technology
governance and open government.
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Written Communications – PC
Shelton – Received 8/7/2026
Thank you for your consideration.
Respectfully,
Jeff Shelton
Chula Vista Resident
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Micheal Inzunza, DID you mention to Jeff Betterbuger
your suspension, leave, and non-rehire after the racist incident
involving a Black child?
Link is below for Jefff and the public read and learn about You
•What is your teaching history?
Have you ever taught an
accredited class?
•Below is a copy of you
accreditation
•Or are you lying again, as when
you claimed to be a military
family member? YOU ARE NOT !
•Did you get parental
authorization to publish the
children’s photos?
Written Communications - PC
Acosta - Received 08/07/2026
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Written Communications - PC
Acosta - Received 08/07/2026
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•After Micheal Inzunza
•racist incident against A little Black Kid at
Mater Dei Catholic High School in Chula
Vista
•That resulted for Inzunza to be
suspended, placed on leave and NEVER
REHIRE
•Should not be Welcome or allowed to
attend or participate in any Community
Event
•Below is a Link to the Legal Document
•
•https://1drv.ms/b/c/8dcf48c141ff15
9a/IQBNmNjLN_IuRqHlwUfZ6hcAAR
WPSObp-zRnYYW2vDuIIo0
The 'OK' Hand
Gesture Is Now
Listed As A
Symbol Of Hate
and White
Supremacy
Written Communications - PC
Acosta - Received 08/07/2026
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Written Communications - PC
Acosta - Received 08/07/2026
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Micheal Inzunza as per document below
Alonzo Gozalez is connected to the Cardenas
•I’m asking You
Micheal Inzunza
•is Alonzo Gonzalez
•the messenger
handler or
•your
•Puppeteer?
•There was
•the Slum Lord
•The Striper Gate
•
•What will you and your
team be called?
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Sham SD Nonprofit Supports Controversial
Development
CARDENAS CONNECTIONS
The 401 B Street address used by the
coalition is the office of Grassroots
Resources, a political consulting firm
owned by Jesús Cárdenas, a longtime
Democratic operative who pleaded guilty last
year to two felony charges
Author:La Prensa
Created:22 Sep, 2025
INVESTIGATIVE
REPORT
By Arturo Castañares
Editor-at-Large
Gonzalez, a local
real estate broker
who previously
worked as a
consultant for
Grassroots
Resources, signed
and submitted the
form, affirming that
the information is
“true and correct.”Page 107 of 402
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I Believe that due to the close relationship between Micheal
Inzunza and Alonzo Gozalez
Who is real estate individual Micheal Inzunza should not be present
or participate in any conversation or information regarding future
development projects in Chula Vista.
I believe, there is a
Potential conflict of interest and violation of the RICO ACT
or FTC Section 5(a) violation to address.
If You all ignore what to me are unethical participation
It would give me the impression that you all
perhaps are collaborators of such violations
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Micheal Inzunza
I noticed Jeff Bettger article, did not include your unpaid $ 9.788 Phone Bill
Perhaps Jeff Bettger is not aware of
Jeff Betterger Micheal Inzunza unpaid Phone Bill article is below.
Read be informed.
I do not trust Micheal Inzunza He Lie to me
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Micheal Inzunza, DID you mention to Jeff Bettger
your suspension, leave, and non-rehire after the racist incident
involving a Black child?
•What is your teaching
history? Have you ever
taught an accredited
class?
•Or are you lying again, as
when you claimed to be a
military family member?
•Did you get parental
authorization to publish the
children’s photos?
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Request to Add Agenda Item for August 11 Council
Meeting
Micheal Inzunza Censure till outcome of the following 3 Item
I request that an action item be place on the August 11 Council meeting agenda for
discussion and vote.
Micheal Inzunza Censure till outcome of the following
Agenda item should include the following three sections:
Item 1: Medical Evaluation Request
Consider whether Michela Inzunza should undergo a medical evaluation based on
concerns regarding psychological stability and conduct toward Chula Vista elected
officials when disagreements arise.
This review should also address reported verbal abuse toward members of the Chula
Vista senior community.
Item 2: Financial Disclosure Review
Review any available financial statements or financial disclosure documents
submitted by Micheal Inzunza during the candidate application process.
Item 3: Employment History Review
Review Micheal Inzunza’s employment history,
A.Including prior positions,
B.Length of employment,
C.Dismissals, reasons for separation.
Written Communications - PC
Acosta - Received 8/5/2026
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Written Communications – PC
Maggie S. – Received 8/11/2026
Sent: Tuesday, August 11, 2026 11:15 AM
To: CityClerk <CityClerk@chulavistaca.gov>
Subject: City of CV Meeting - 8/11/26 Public Comment
"Mr. McCann I am inquiring about your relationship with the Cardenas family. In the last few
weeks, you were eagerly promoting a local fundraiser benefiting Jesus Cardenas' cousin.
You attended an event with Democratic fraudster Jesus Cardenas on 8/5/26 on 3rd Ave. Be
transparent and let the CV residents how much money you are receiving from your CRONIE
Jesus Cardenas and his Grassroots Resources Corp to fund your upcoming cheesy Mayoral
events. I estimate it's a significant amount for you to personally write a clemency letter to
Trump regarding his fraudster sister Andrea Cardena in 2020. Was it 10k from Jesus
Cardenas or from LiUNA Kelvin Barrios "
Thank you,
MS
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v . 0 0 5 P a g e | 1
August 11, 2026
ITEM TITLE
Community Facilities District Annexation: Continued Public Hearing and Election Regarding Annexation of
Eastlake Self Storage into Community Facilities District No. 97-2
Report Number: 26-0218
Location: Located generally adjacent to State Route (SR) 125, south of Eastlake Drive, and north of Otay
Lakes Road, as shown on the annexation boundary map.
Department: Development 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 (CEQA) State Guidelines. Therefore, pursuant to CEQA Guidelines Section
15060(c)(3), no environmental review is required.
Recommended Actions
Conduct the public hearing, adopt the following resolutions, and place the ordinance on first reading:
A. Resolution making certain determinations and authorizing submittal of levy of special taxes to the
qualified electors within proposed Annexation No. 14 to Community Facilities District No. 97-2 (“CFD
No. 97-2”), Improvement Area “C”
B. Resolution declaring the results of the special election relating to the levy of special taxes within
Annexation No. 14 to CFD No. 97-2, Improvement Area “C”
C. Resolution making certain determinations and authorizing submittal of levy of special taxes to the
qualified electors within proposed Improvement Area “D”, and Annexation No. 1 to Community
Facilities District No. 97-2 (“CFD No. 97-2”)
D. Resolution declaring the results of the special election relating to the levy of special taxes within
newly designated Improvement Area “D”, Annexation No. 1 to CFD No. 97-2
E. Ordinance authorizing the levy of a special tax in Improvement Area “D”, Annexation No. 1 (First
Reading)
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SUMMARY
The Eastlake Self Storage project (the “Project”) previously completed the City’s discretionary entitlement
process, including public outreach, environmental review, Planning Commission review, and City Council
approval of the project’s land use entitlements. The project consists of approximately 163,386 square feet of
enclosed self-storage space within two three-story buildings and approximately 25,000 square feet of
outdoor recreational vehicle and boat storage on a 9.35 acre-site. Since Project approval, the Applicant has
continued implementing the approved entitlements, including obtaining environmental regulatory
approvals and issuance of grading and public improvement permits.
The actions before the City Council do not reconsider or reapprove the Project. Rather, they complete an
outstanding requirement of the Project’s previously approved environmental mitigation program by
establishing a long-term funding mechanism for environmental mitigation land through annexation into CFD
No. 97-2. The proposed special tax would apply only to the Project property and would fund perpetual
monitoring, maintenance, reporting, and management of the projects required mitigation areas. No
surrounding properties are subject to the proposed special tax.
On May 19, 2026, the City of Chula Vista (the “City”) City Council took the first step in the annexation and
designation of a new improvement area within CFD No. 97-2 by declaring its intention to annex the territory
into Improvement Area “C” and designate a new Improvement Area “D” and annexation thereto. A public
hearing was held on July 14, 2026, and was continued to allow the applicant to address community concern
regarding the previously approved driveway access off St. Germain Road. Following the continuation of this
public hearing, the applicant worked collaboratively with Development Services and Fire Departments staff
to revise the project design, eliminating the previously approved driveway connection to St. Germain Road
while maintaining compliance with applicable fire and utility access requirements.
The recommended actions are the next steps in the formal proceedings to complete the two (2) annexations
for the Project which includes: (a) conducting a public hearing, and (b) immediately following such public
hearing, conducting an election of the qualified electors regarding the authorization to levy special taxes
within each improvement area and, following the canvass of the ballots received, declaring the results of such
election. Special taxes levied within Improvement Area “C” fund the costs of the Resource Monitoring
Program as well as Preserve Operations and Maintenance consistent with the requirements of the Otay
Ranch Resource Management Plan Phases I and II, plus a pro-rata share of Administrative Expenses of CFD
No. 97-2.
In addition, the City is proposing the designation of the new Improvement Area “D” within CFD No. 97-2 to
provide a dedicated funding mechanism for long-term wetland mitigation obligations within the Salt Creek
Riparian Corridor of Otay Ranch Open Space Preserve and Annexation No.1. Special taxes levied in
Annexation No. 1 within Improvement Area “D” will fund the ongoing costs necessary to implement and carry
out the Eastlake Self Storage Mitigation Project Long-Term Management Plan (“Long-Term Management
Plan”) dated June 2025, prepared for the mitigation site located within the Salt Creek riparian corridor in the
Otay Ranch Open Space Preserve (the “Mitigation Site”).
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with CEQA and determined that the activity is not
a “Project” as defined under Section 15378 of the CEQA Guidelines because the proposed activity consists of
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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 CEQA Guidelines, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
Project History and Prior Approvals
On December 8, 2016, the project applicant (the “Applicant”) submitted an application for development of
the Project. The Project subsequently proceeded through the City’s standard entitlement process, including
community outreach, environmental review, Planning Commission consideration, and City Council action.
A community meeting was held on May 15, 2017, to solicit public input regarding the proposed Project.
Public comments (Attachment 1) primarily focused on traffic generation, operational noise, security, visual
compatibility with adjacent neighborhoods, the market need for additional self-storage facilities, and
whether the site should remain undeveloped.
The initial Project design and conditions of approval were refined in response to public comments and
technical analysis. Project modifications included:
preparation of a traffic analysis letter demonstrating that the project would generate traffic below
the City’s threshold requiring preparation of a Traffic Impact Study;
limiting customer operation hours through the Conditional Use Permit to 7:00 a.m. to 8:00 p.m.,
seven days per week, due to the project’s proximity to adjacent residential neighborhood;
enhancement of building design and architecture to reduce visual impacts;
preparation of a market demand analysis;
incorporation of enhanced perimeter security fencing consisting of decorative tubular steel fencing
with masonry pilasters designed to provide security while remaining compatible with adjacent
residential development; and
project access was also limited to Eastlake Drive with emergency-only access from St. Germain
Road.
On March 17, 2020, the City Council approved the project, including adoption of Mitigated Negative
Declaration (IS16-0004), the Mitigation Monitoring and reporting Program, amendments to the General Plan
and Eastlake II planning documents, Design Review Permit (DR16-0036), and Conditional Use Permit
(CUP18-0010). A Notice of Determination was subsequently filed pursuant to CEQA.
Environmental Review
The approved Mitigated Negative Declaration (MND) evaluated the environmental effects associated with
the proposed project and identified mitigation measures necessary to reduce potentially significant impacts
to less-than-significant levels. Among those mitigation measures were permanent biological mitigation
requirements and long-term management obligations. Those obligations require a dedicated long-term
funding mechanism to provide ongoing monitoring, maintenance, reporting, adaptive management, and
regulatory compliance for the life of the mitigation site. Long-term funding ensures that the required habitat
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monitoring, maintenance, and regulatory compliance continue after project construction is complete and for
as long as required by the applicable environmental permits and approvals without fiscal impact to the
public.
Project Implementation
Since approval of the Project, the Applicant has continued implementation of the approved entitlements.
Regulatory approvals associated with the mitigation program have been completed where required, and the
City has issued grading and public improvement permits authorizing site work consistent with the approved
project.
Following continuation of the public hearing on July 14, 2026, the Applicant met with City staff to evaluate
design modifications that could satisfy applicable fire access requirements without the previously approved
access road connecting to St. Germain Road. After review of the revised project design, the Fire Marshal
determined that the revised project design satisfied applicable fire access requirements without the
previously approved access road connected to St Germain Road. The Applicant subsequently agreed to revise
the project to remove the proposed access road while retaining the existing SDG&E easement in its current
configuration.
On July 20, 2026, the Applicant participated in a community meeting with adjacent residents to discuss the
revised project design and respond to questions regarding the Project.
The design refinements described above do not alter the purpose of the actions before the City Council, which
remain limited to completion of the financing mechanism previously required as part of the Project’s
required mitigation program.
Purpose of Subject Hearing
This public hearing is the next step in completing the implementation of a required component of the
Project’s approved mitigation program identified in the discretionary entitlement and environmental review
process.
Specifically, the proposed annexation into CFD No. 97-2 establishes the long-term funding mechanism
required to satisfy the Project's approved mitigation obligations. Revenues generated through the special tax
on the Project are restricted in use to the perpetual monitoring, maintenance, reporting, adaptive
management, administration, and stewardship of the approved mitigation lands in accordance with the
project's environmental approvals and Long-Term Management Plan.
The proposed special tax would be levied solely on the property proposed for annexation into the CFD No.
97-2. No surrounding residential properties or members of the public are subject to the special tax as part of
this action.
CFD No. 97-2 Background
The City Council formed CFD No. 97-2 in 1998 to provide permanent funding for the Resource Monitoring
Program (RMP) and the Preserve Operations and Maintenance (POM) activities within the Preserve in
relation to required mitigation of upland habitats. CFD No. 97-2 was initially divided into two (2)
Improvement Areas, designated as Improvement Area “A” and Improvement Area “B”. In 2003, Improvement
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Area “C” was established to include lands not originally included within the territory of CFD No. 97-2. The
requirement for a project to annex into CFD No. 97-2 is set forth as a condition of approval as part of the
environmental review and entitlement process.
Improvement Area “D” is proposed to establish a dedicated financing mechanism for the long-term
management of wetland mitigation habitats within the Salt Creek riparian corridor of the Preserve.
Improvement Area “D” is intended to accommodate future annexations for projects requiring long-term
funding for riparian and wetland mitigation management activities. The Project is the initial territory
proposed for annexation into Improvement Area “D”. The Improvement Area is intended to accommodate
future annexations for projects with similar wetland and riparian habitat mitigation obligations requiring
long-term funding for maintenance and management.
Establishing a separate Improvement Area allows future projects with similar wetland or riparian mitigation
obligations to participate in the financing mechanism while maintaining separate rates and funding that are
specific to those obligations.
Revenues generated through the special tax will fund the activities required per the Long-Term Management
Plan for the mitigation sites as provided in the CFD Report (Attachment 2). These activities include, but are
not limited to, monitoring, maintenance, reporting, and adaptive management activities, such as invasive
species control, trash removal, site access control, biological monitoring, reporting, and as-needed remedial
or adaptive management actions necessary to ensure the long-term sustainability, habitat function, and
regulatory compliance of preserve and mitigation areas following completion of initial mitigation and
monitoring requirements.
Property to be Annexed
The subject property was previously owned by the City and was part of a land exchange option between the
City and the property owner of a 3.94-acre parcel in the Lower Sweetwater Valley for additional parkland
for the Lower Sweetwater Community Park site. In 2011, the City Council authorized the option for the land
swap, which was later exercised in 2014 consistent with the 2011 authorization.
The property proposed to be annexed to CFD No. 97-2 will be included in Improvement Area “C” as
Annexation No. 14, and the property will also be included in Annexation No. 1 of the proposed designated
Improvement Area “D”. The Project consists of a 9.35-acre site approved for a 1,200-unit self-storage facility
by the City Council in 2020 through the adoption of Ordinance No. 2020-3485 (Amendments to Eastlake II
Planned Community District Regulations) and approval of Resolution Nos. 2020-62 (Mitigated Negative
Declaration), 2020-63 (Design Review Permit) and 2020-64 (Conditional Use Permit).
Public notification and community engagement were conducted throughout the planning process. A formal
Notice of Application was distributed on January 31, 2017, for the initial study, design review, and plan
amendments. Following distribution of the notice, a dedicated community meeting was held for residents on
May 15, 2017, at the Eastlake Shores Beach Club Pavilion to discuss the project. Public hearings noticed and
held before the Planning Commission on February 12, 2020, and the City Council on March 17, 2020, and
April 7, 2020, provided additional opportunities for the public to review plans and provide input.
The environmental impacts of the Project were evaluated in Mitigated Negative Declaration (MND) IS16-
0004, State Clearinghouse Number 2019099048. Specifically, impacts to the Coastal Sage Scrub, an upland
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habitat, and wetland and riparian habitats, were identified. To mitigate these impacts, the Project is required
to dedicate off-site mitigation land and annex into CFD No. 97-2 to provide long-term funding for the
monitoring, maintenance, and management of those mitigation areas. The maximum special taxes for both
annexations are as set forth below.
Maximum Special Taxes Improvement Area “C”
The initial maximum special tax rates were established when Improvement Area “C” was created. They have
been adjusted annually as set forth in the original Rate and Method of Apportionment. The approved
maximum special tax rates for fiscal year 2025-2026 for Improvement Area “C” of CFD No. 97-2 area are as
follows:
Improvement Area “C”
Table 1 – Maximum Special Tax for Resource Monitoring
Category I – Residential (per square foot) $0.0096
Category I – Non-Residential (per acre) $157.06
Category II – Final Mapped Property (per acre) $157.06
Category III – Undeveloped Property (per acre) $101.37
Table 2 – Maximum Special Tax for Operations & Maintenance
Category I – Residential (per square foot) $0.0153
Category I – Non-Residential (per acre) $249.34
Category II – Final Mapped Property (per acre) $249.34
Category III – Undeveloped Property (per acre) $160.94
The rates for special taxes shown in Tables 1 and 2 above are proposed to be increased each fiscal year,
beginning fiscal year 2026-2027, by a factor equal to the annual percentage change in the San Diego
Metropolitan Area Consumer Price Index for All Urban Consumers (CPI-U, All Items) or zero percent (0%),
whichever is greater. The special taxes are proposed to be collected in the same manner and at the same time
as ordinary ad valorem property taxes; provided, however, that the administrator of CFD No. 97-2 may
directly bill the special tax and may collect special taxes at a different time or in a different manner if
necessary.
Maximum Special Taxes Improvement Area “D”
The maximum special tax rates for the new Improvement Area “D” are based on a budget prepared by a
qualified biologist and approved by City environmental staff for the annual maintenance and monitoring of
the wetland mitigation lands. The maximum special tax is calculated based on the annual budget for the
authorized services, the establishment or replenishment of a reserve fund, anticipated special tax
delinquencies, and administrative expenses. For additional information regarding the annual expenses and
the Rate and Method of Apportionment for Improvement Area “D”, please refer to the attached CFD Report
dated June 2026, prepared by the special tax consultant, Harris & Associates.
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The approved maximum special tax rates for fiscal year 2025-2026 for all taxable property located with
Improvement Area “D” of CFD No. 97-2 are as follows:
Improvement Area “D”
Table 3 – Maximum Special Tax
$990 / acre $473 / acre $1,463 / acre
The rates for special taxes shown in Table 3 above are proposed to be increased each fiscal year, beginning
fiscal year 2026-2027, by a factor equal to the annual percentage change in the San Diego Metropolitan Area
Consumer Price Index for All Urban Consumers (CPI-U, All Items) or zero percent (0%), whichever is greater.
The special taxes are proposed to be collected in the same manner and at the same time as ordinary ad
valorem property taxes; provided, however, that the administrator of CFD No. 97-2 may directly bill the
special tax and may collect special taxes at a different time or in a different manner if necessary.
Description of Public Hearing Proceedings
The subject public hearing is being held in accordance with California Government Code Section 53339.5 et
seq. The first step in the subject proceeding is the public hearing. If a majority protest exists for either (or
both) annexations, the City cannot move forward with either (or both) annexations and will be prohibited
from continuing proceedings for at least one (1) year. A majority protest exists if written protests are
submitted by (a) the owners of one-half or more of the area of land in the territory included in the existing
CFD No. 97-2 or proposed annexation area; or (b) 50% or more of the registered voters (or 6 registered
voters, whichever is greater) within either the existing CFD No. 97-2 or proposed annexation area. Otherwise,
if a majority protest is not received, the City may submit the question to the qualified electors for each
annexation, which would be the property owner. The property owner has waived time limitations and
requirements to comply with the Elections Code, as authorized in the CFD Law. The recommended actions
complete Annexation No. 14 to Improvement Area “C” and the designation of Improvement Area “D” and
Annexation No. 1 thereto.
There are two (2) resolutions for each annexation action item, which if approved would do the following:
A) Resolution making certain determinations and authorizing submittal of the levy of special taxes to
the qualified electors is the formal action making determinations relating to the annexation, setting
forth specific information about the annexation, and calling an election relating to the levy of special
taxes within the annexation.
B) Resolution declaring results of the special election provides for the approval of the certificate of the
City Clerk, acting as election official, relating to the canvass of votes on the annexation and, if the
qualified electors approve the annexation, the Resolution will formally approve and authorize the
annexation, including designation of Improvement Area “D” and the levy of special taxes within each
annexation.
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C) Additionally, for Improvement Area “D” only, an Ordinance authorizing the City Council, acting as the
legislative body of CFD No. 97-2 Improvement Area “D”, to levy an annual special tax on taxable
property located within the boundaries of Improvement Area “D”.
DECISION-MAKER CONFLICT
Staff reviewed the property holdings of the City Council members and 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 are no current-year fiscal impacts to the General Fund or the Development Services Fund as a result
of these actions. All costs of these annexations to CFD No 97-2, including the designation of Improvement
Area “D”, are borne by the developer and the on-going administration will be funded entirely by CFD No. 97-
2.
ONGOING FISCAL IMPACT
There are no ongoing year fiscal impacts to the General Fund or the Development Services Fund as a result
of these actions. Funding for CFD No. 97-2 is generated by special taxes levied annually on property owners.
The taxes are secured by each property and neither the General Fund nor Development Services Fund has
any obligation to provide funding.
ATTACHMENTS
1. May 2017 Comments and Responses
2. CFD No. 97-2, Improvement Area “D” CFD Report
Staff Contact: Rebecca Bridgeford, Deputy Director, Development Services
Roy Sapa’u, Deputy City Manager/Director of Development Services
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT), MAKING CERTAIN
DETERMINATIONS AND AUTHORIZING SUBMITTAL OF
LEVY OF SPECIAL TAXES TO THE QUALIFIED ELECTORS
OF CERTAIN TERRITORY PROPOSED TO BE ANNEXED
TO COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT) AND
IMPROVEMENT AREA “C” THERETO
(ANNEXATION NO. 14)
WHEREAS, the City Council of the City of Chula Vista, California, (“City Council”),
formed a Community Facilities District and designated certain improvement areas therein 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 (“Act”), and the
City of Chula Vista Community Facilities District Ordinance enacted pursuant to the powers
reserved by the City of Chula Vista under Sections 3, 5 and 7 of Article XI of the Constitution of
the State of California (“Ordinance”) (the Act and the Ordinance may be referred to collectively
as the “Community Facilities District Law”). The Community Facilities District has been
designated as COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT) (“District”) and the Improvement Areas were designated as IMPROVEMENT AREA
“A,” IMPROVEMENT AREA “B,” and IMPROVEMENT AREA “C” of such District; and
WHEREAS, the City Council, at the request of the owner of that property known as
UTEXIV Eastlake, LLC located within the Otay Ranch Open Space Preserve (“Territory”),
initiated proceedings pursuant to the Community Facilities District Law to annex such territory to
the District and Improvement Area “C” thereto; and
WHEREAS, notice of a public hearing relating t o the annexation of such territory to the
District and Improvement Area “C,” the extent of the territory to be annexed, the furnishing of
certain public services, and all other related matters has been given; and
WHEREAS, the territory proposed to be annexed is known and designated as Community
Facilities District No. 97-2 (Preserve Maintenance District), of the City of Chula Vista, County of
San Diego, State of California, Improvement Area “C,” Annexation No. 14; and
WHEREAS, the City Council held the public hearing, and it has now been determined that
written protests have not been received by 50% or more of the registered voters residing either
within the Territory or Improvement Area “C” and/or property owners representing more than one-
half (1/2) or more of the area of land within the Territory or within Improvement Area “C”; and
WHEREAS, in as much as there have been less than twelve (12) persons registered to vote
within the Territory for each of the 90 preceding days, this legislative body desires to submit the
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levy of the required special tax to the landowners of the Territory, such landowners being the
qualified electors as authorized by law.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
California, that the City Council determines that:
(a) all minor defects in the proceedings are hereby corrected as authorized by
Section 53323 of the Government Code of the State of California;
(b) all proceedings prior hereto were valid and taken in conformity with the
requirements of law, and specifically the provisions of the Community
Facilities District Law, and this finding is made pursuant to the provisions
and authorization of Section 53325.1 of the Government Code of the State
of California;
(c) the annexation of the Territory to Improvement Area “C” as proposed
conforms with the City of Chula Vista Statement of Goals and Policies
Regarding the Establishment of Community Facilities Districts;
(d) less than twelve (12) registered voters have resided within the Territory for
each of the ninety (90) days preceding the close of the public hearing and,
consequently, the qualified electors shall be the landowners of the Territory
and each landowner who is the owner of record as of the close of the public
hearing, or the authorized representative thereof, shall have one vote for
each acre or portion of an acre of land that she or he owns within the
Territory;
(e) the time limit specified by the Community Facilities District Law for
conducting an election to submit the levy of the special taxes to the qualified
electors of the Territory and the requirements for impartial analysis and
ballot arguments have been waived with the unanimous consent of the
qualified electors of the Territory;
(f) the City Clerk, acting as the election official, has consented to conducting
any required election on a date which is less than 125 days following the
adoption of any resolution annexing the Territory to the District and
Improvement Area “C” thereto; and
(g) the public services described herein proposed to be financed from the
proceeds of special taxes to be levied within the Territory are necessary to
meet increased demands placed upon the City as a result of development
and/or rehabilitation occurring in the Territory.
BE IT FURTHER 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 the
boundaries and parcels of land in the Territory and in which the public services are to be provided
and on which special taxes will be levied in order to pay the costs and expenses for such public
services are generally described as follows:
All that Territory proposed to be annexed to the District and
Improvement Area “C” thereto, as such property is shown on a map
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as previously approved by this legislative body, such map entitled
“Annexation Map No. 14 Community Facilities District No. 97-2,
Improvement Area C, (Preserve Maintenance District), City of
Chula Vista, County Of San Diego, State Of California” (the
“Annexation Map”), a copy of which is on file in the Office of the
City Clerk and shall remain open for public inspection. The
Annexation Map was filed in the Office of the San Diego County
Recorder on May 27, 2026, in Book 53, Page 9 of Maps of
Assessment and Community Facilities Districts and as Document
No. 2026-700237.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that th e
services that are authorized to be financed by the District from the proceeds of special taxes levied
within Improvement Area “C” are certain services which are in addition to those services that were
provided in or required for Improvement Area “C” prior to the formation of the District and the
designation of Improvement Area “C” and did not replace services already available in the District
or Improvement Area “C” at the time of formation of the District and the designation of
Improvement Area “C”. A general description of the services authorized to be financed by the
District within Improvement Area “C” is as follows:
The monitoring, maintenance, operation, and management of the
public property within boundaries of the Otay Ranch Open Space
Preserve, as such boundaries may be modified from time to time,
required by the Resource Management Plan to be maintained as
open space or habitat preservation land or both. Such property may
be located outside the boundaries of the District and outside the
jurisdictional boundaries of the City of Chula Vista. Such services
shall not include the maintenance, operation and/or management of
any property owned, maintained, operated and/or managed by the
federal and/or state government as open space, habitat maintenance
and/or for any other purpose.
A more complete description of such services may be found in Attachments A and B to
Exhibit A: Improvement Area “C” Rate and Method (defined below).
The District shall finance all direct, administrative and incidental annual costs and expenses
necessary to provide such monitoring, maintenance, operation and management of such property.
The same types of services which are authorized to be financed by the District from the
proceeds of special taxes levied within Improvement Area “C” are the types of services to be
financed from the proceeds of special taxes levied within the Territory. If and to the extent possible,
such services shall be provided in common within the District and the Territory.
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 pay for such services and related
incidental expenses authorized by the Community Facilities District Law, secured by recordation
of a continuing lien against all non-exempt real property in the Territory, will be levied annually
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within the boundaries of such Territory. For further particulars as to the rate and method of
apportionment of the proposed special tax, reference is made to the attached and incorporated
Exhibit “A” (the “Improvement Area ‘C’ Rate and Method”), which sets forth in sufficient detail
the method of apportionment to allow each landowner or resident within the proposed Territory to
clearly estimate the maximum amount that such person will have to pay.
The special tax proposed to be levied within the Territory shall be equal to the special tax
levied to pay for the same services in Improvement Area “C,” except that a higher or lower special
tax may be levied within the Territory to the extent that the actual cost of providing the services in
the Territory is higher or lower than the cost of providing those services in Improvement Area “C.”
Notwithstanding the foregoing, the special tax may not be levied at a rate which is higher than the
maximum special tax authorized to be levied pursuant to the Improvement Area “C” Rate and
Method.
The special taxes herein authorized, to the extent possible, shall be collected in the same
manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale
and lien priority in any case of delinquency as applicable for ad valorem taxes. Any special taxes
that may not be collected on the County tax roll shall be collected through a direct billing procedure
by the Treasurer.
The maximum special tax rate in Improvement Area “C” shall not be increased as a result
of the annexation of the Territory to Improvement Area “C.”
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
proposition related to the levy of the special tax shall be submitted to the qualified electors of the
Territory, such electors being the landowners, with each landowner having one (1) vote for each
acre or portion thereof of land which he or she owns within such annexed territory. The special
election shall be held on August 11, 2026, immediately following the adoption of this Resolution,
and such election shall be a special election to be conducted by the City Clerk (hereinafter
“Election Official”). If the proposition for the levy of the special tax receives the approval of more
than two-thirds (2/3) of the votes cast on the proposition, the special tax may be levied as provided
for in this Resolution.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
ballot proposal to be submitted to the qualified electors at the election shall generally be as follows:
PROPOSITION A
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2,
IMPROVEMENT AREA “C” ANNEXATION NO. 14
AUTHORIZATION FOR SPECIAL TAX LEVY
Shall Community Facilities District No. 97-2 (Preserve
Maintenance District) of the City of Chula Vista be authorized to
levy special taxes within the territory identified as Annexation No.
14 to Improvement Area “C” of such District pursuant to the rates
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and subject to such annual increases as set forth in the rate and
method of apportionment of special taxes (the “Improvement Area
‘C’ Rate and Method”) attached to this ballot to finance the
authorized services and administrative expenses and to fund and
replenish a reserve fund, all as provided for in the Improvement
Area “C” Rate and Method attached to this ballot, until ended by the
voters?
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
appropriate mark placed in the box adjacent to the word “YES” shall be counted in favor of the
adoption of the proposition, and the appropriate mark placed in the box adjacent to the word “NO”
in the manner as authorized, shall be counted against the adoption of such proposition.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this
City Council hereby authorizes the Election Official to take any and all steps necessary for the
holding of such election and ratifies any such steps previously taken by such Election Official
which were necessary for the holding of such election. Such Election Official shall perform and
render all services and proceedings incidental to and connected with the conduct of such election.
PRESENTED BY: APPROVED AS TO FORM BY:
____________________________ ________________________________
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
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PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California,
this 11th day of August 2026 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. 2026-____ was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 11th day of August 2026.
Executed this 11th day of August 2026.
Kerry K. Bigelow, MMC, City Clerk
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EXHIBIT “A”
IMPROVEMENT AREA “C” OF COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT) OF THE CITY OF CHULA VISTA, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA
(Annexation No. 14)
Rate and Method of Apportionment of Special Taxes
A Special Tax of Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of Chula
Vista ("CFD") shall be levied on all Assessor's Parcels in Annexation No. 14 of Improvement Area C of the
CFD and collected each Fiscal Year commencing with Fiscal Year 2025-2026 in an amount determined
through the application of the rate and method of apportionment of the Special Tax set forth below. All
of the real property within Annexation No. 14 of Improvement Area C of the CFD, unless exempted by
law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein
provided.
A. 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
Subdivision Map, other final map, other parcel map, other condominium plan, or functionally equivalent
map or instrument recorded in the Office of the County Recorder. The Acreage of a Parcel shall be
calculated to the nearest one-hundredth (1/100) of an acre. The square footage of an Assessor's Parcel is
equal to the Acreage multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1,
Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for and on
behalf of the CFD as the administrator thereof, to determine, levy and collect the Special Taxes, including
salaries of City employees and a proportionate amount of the City’s general administrative overhead
related thereto, and the fees of consultants and legal counsel providing services related to the
administration of the CFD; the costs of collecting installments of the Special Taxes; and any other costs
required to administer Area C of the CFD as determined by the City.
"Assessor's Parcel" or “Parcel” means a lot or parcel shown in an Assessor's Parcel Map with an assigned
assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
assessor's parcel number.
"Building Square Foot or Square Footage" means the square footage as shown on an Assessor’s Parcel’s
building permit of Residential Property excluding garages or other structures not used as living space.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining the
Special Tax Requirement and providing for the levy and collection of the Special Taxes.
"CFD" means Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of Chula
Vista.
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"City" means the City of Chula Vista.
"City Clerk" means the City Clerk for the City of Chula Vista or his or her designee.
"City Manager" means the City Manager for the City of Chula Vista or his or her designee.
"Community Purpose Facility Property" or "CPF Property" means all Assessor’s Parcels which are
classified as community purpose facilities and meet the requirements of City of Chula Vista Ordinance No.
2883. In the event that Chula Vista Ordinance No. 2883 is repealed, CPF Property means all Assessor’s
Parcels which are classified as community purpose facilities as defined in the Chula Vista Municipal Code
Section 19.48.025.C (as amended from time to time).
"Council" means the City Council of the City of Chula Vista, acting as the legislative body of the CFD.
"County" means the County of San Diego, California.
"Developed Property" means all Taxable Property for which a building permit was issued prior to the
March 1st preceding the Fiscal Year in which the Special Tax is being levied.
"Final Map Property" means any residential lot or non-residential lot created by a Final Subdivision Map,
but which is not classified as Developed Property.
"Final Subdivision Map" means a subdivision of property creating residential or non-residential buildable
lots by recordation of a final subdivision map or parcel map pursuant to the Subdivision Map Act
(California Government Code Section 66410 et seq.), or recordation of a condominium plan pursuant to
California Civil Code 1352, that creates individual lots for which building permits may be issued without
further subdivision and is recorded prior to March 1 preceding the Fiscal Year in which the Special Tax
is being levied.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Improvement Area C" or "Area C" means Improvement Area C of the CFD, as identified on the boundary
map for the CFD as amended from time to time.
"Land Use Class" means any of the classes listed in Table 1, Table 2, or Table 3.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section C below
that may be levied in any Fiscal Year on any Assessor’s Parcel of Taxable Property.
"Non-Residential Property" means all Assessor’s Parcels of Developed Property for which a building
permit(s) has been issued for a structure or structures for non-residential use.
"Operating Fund" means a fund that shall be maintained within the CFD for each Fiscal Year to pay for
Resource Monitoring and/or Preserve Operations and Maintenance activities and Administrative
Expenses.
"Operating Fund Balance" means the amount of funds in the Operating Fund at the end of the preceding
Fiscal Year.
"Operating Fund Requirement" means for any Fiscal Year an amount equal to the Resource Monitoring
Fund Requirement and the Preserve Operations and Maintenance Fund Requirement for the current Fiscal
Year in which Special Taxes are levied.
"Preserve Operations and Maintenance" means those activities described in Attachment A hereto which
is incorporated herein by this reference.
"Preserve Operations and Maintenance Fund Requirement" means for any Fiscal Year an amount equal
to the budgeted costs for Preserve Operations and Maintenance plus a pro-rata share of the budgeted
Administrative Expenses of the District for the current Fiscal Year in which Special Taxes are levied.
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"Reserve Fund" means a fund that shall be maintained for the CFD each Fiscal Year to provide necessary
cash flow for the first six months of each Fiscal Year, working capital to cover monitoring, maintenance
and repair cost overruns and delinquencies in the payment of Special Taxes and a reasonable buffer to
prevent large variations in annual Special Tax levies.
"Reserve Fund Requirement" means an amount equal to up to 100% of the Operating Fund Requirement
for any Fiscal Year.
"Residential Property" means all Assessor’s Parcels of Developed Property for which a building permit(s)
has been issued for purposes of constructing one or more residential dwelling unit.
"Resource Management Plan" means the Otay Ranch Phase 1 Resource Management Plan also referred
to as “The Otay Ranch Resource Management Plan” dated October 28, 1993, and the Otay Ranch Phase
2, Resource Management Plan dated June 4, 1996, as both such plans may be amended from time to time.
"Resource Monitoring Program" means those described in Attachment B hereto which is incorporated
herein by this reference.
"Resource Monitoring Fund Requirement" means for any Fiscal Year an amount for each Improvement
Area equal to the Improvement Area’s fair share of the budgeted costs of the Resource Monitoring
Program plus a pro-rata share of the budgeted Administrative Expenses of the CFD for the current Fiscal
Year in which Special Taxes are levied. Improvement Area C’s “fair share” shall be based on Improvement
Area C’s percentage of the total acreage within the Otay Ranch General Development Plan Planning Area
for which a Resource Monitoring Program funding mechanism has been established.
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D below in each
Fiscal Year on each Assessor's Parcel of Developed Property and Undeveloped Property in Area C to fund
the Special Tax Requirement.
"Special Tax Requirement" means that amount required in any Fiscal Year for Area C to: (i) pay the
Resource Monitoring Fund Requirement, and Preserve Operations and Maintenance Fund Requirement,
less the Operating Fund Balance, and (ii) pay any amounts required to establish or replenish the Reserve
Fund to the Reserve Fund Requirement; (iii) pay for reasonably anticipated delinquent Special Taxes based
on the delinquency rate for Special Taxes levied in the previous Fiscal Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of Area C of the CFD that
are not exempt from the Special Tax pursuant to law or as defined below.
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as
Developed Property.
B. Assignment to Categories of Special Tax
Each Fiscal Year using the definitions above, all Taxable Property within Annexation No. 14 of
Improvement Area C of the CFD shall be classified as Category I, Category II, Category III or Exempt as
defined in Section C. The Taxable Property shall further be classified as Developed Property, Final Map
Property or Undeveloped Property and shall be subject to Special Taxes pursuant to Sections C and D
below. Developed Property shall be further assigned to a Land Use Class as specified in Table 1.
C. Maximum Special Tax Rate
Category I
Category I includes Developed Property within the District (“Category I”).
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The Maximum Special Tax for the Resource Monitoring Program and Preserve Operations and
Maintenance for Fiscal Year 2025-2026 on Developed Property are the rates set forth in Table 1 below.
For Residential Property, the Special Tax shall be levied based upon Building Square Footage and for Non-
Residential Property shall be levied based on Acreage.
TABLE 1
Maximum Special Tax for Category I
Community Facilities District No. 97-2 Improvement Area C
(Fiscal Year 2025-2026)
Residential $0.0096 / square foot $0.0153 / square foot $0.0249 / square foot
Non- Residential $157.06 / acre $249.34 / acre $406.40 / acre
Category II
Category II includes each Assessor’s Parcel of Taxable Property within the District for which a
Final Map has been recorded, but which is not classified as a Developed Parcel (“Category II”).
The Maximum Special Tax for the Resource Monitoring Program, and Preserve Operations and
Maintenance approved for Fiscal Year 2025-2026 on each Assessor’s Parcel in Category II is the rate set
forth in Table 2 below (said amount to be levied pro rata for any portion of an Acre).
TABLE 2
Maximum Special Tax for Category II
Community Facilities District No. 97-2 Improvement Area C
(Fiscal Year 2025-2026)
$157.06 / acre $249.34 / acre $406.40 / acre
Category III
Category III includes each Assessor’s Parcel of Taxable Property within the District not subject to Special
Tax under any other category (“Category III”).
The Maximum Special Tax approved for Fiscal Year 2025-2026 on Taxable Property within Category III is
the rate set forth in Table 3 below (said amount to be levied pro rata for any portion of an Acre).
TABLE 3
Maximum Special Tax for Category III
Community Facilities District No. 97-2 Improvement Area C
(Fiscal Year 2025-2026)
$101.37 / acre $160.94 / acre $262.31 / acre
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Exempt Category
The Exempt Category includes each property owned, conveyed or irrevocably offered for dedication to a
public agency, or land which is in the public right-of-way, unmanned utility easements which make
utilization for other than the purpose set forth in the easement impractical, common areas, private streets
and parks, and open space lots, and any property that is otherwise exempt from the levy of special taxes
pursuant to Government Code Section 53340(c) (“Exempt Category”).
Special Cases
In some instances, an Assessor’s Parcel of Developed Property may contain more than one Land Use Class
and be considered “Special Case”. The Maximum Special Tax that may be levied on an Assessor’s Parcel
identified as Special Case shall be the sum of the Maximum Special Tax levies that may be levied on all
Land Use Classes located on that Assessor’s Parcel. The CFD Administrator shall determine the allocation
to each Land Use Class.
Annual Escalation of Maximum Special Tax
The Maximum Special Tax as shown in the tables above that may be levied on each Assessor’s Parcel in
Improvement Area C, Annexation No. 14, shall be increased each Fiscal Year beginning in Fiscal Year 2026-
2027 and thereafter by a factor equal to the annual percentage change in the San Diego Metropolitan
Area Consumer Price Index for All Urban Consumers (CPI-U, All Items) or zero percent (0%), whichever is
greater.
D. Method of Apportionment of the Special Tax
Commencing with Fiscal Year 2026-2027, and for each following Fiscal Year, the Council shall levy the
Improvement Area C, Annexation No. 14, Special Tax at the rates established pursuant to steps 1 through
4 below so that the amount of the Special Tax levied equals the Special Tax Requirement. The Special Tax
shall be levied each Fiscal Year as follows:
Step 1: Determine the revenue which could be generated by Parcels assigned to Category I by multiplying
the Building Square Footage for Parcels classified as Residential Parcels by the Maximum Special Tax per
Building Square Foot for the Resource Monitoring Program, and Preserve Operations and Maintenance
for Parcels and adding to that the maximum revenue which could be generated by multiplying the total
acres for Parcels classified as Non-Residential Parcels by the Maximum Special Tax per Acre for the
Resource Monitoring Program and Preserve Operations and Maintenance.
Step 2: If the total revenue as calculated in Step 1 is greater than the estimated Special Tax Liability for
Improvement Area C, reduce the Special Tax for each Parcel proportionately so that the Special Tax levy
for the Fiscal Year is equal to the Special Tax Liability for the Fiscal Year.
Step 3: If the total revenue as calculated in Step 1 is less than the Special Tax Liability for Improvement
Area C, a Special Tax shall be levied upon each Parcel within Improvement Area C, classified as Category II.
The Special Tax for Parcels assigned to Category II shall be calculated as the lesser of:
The Special Tax Liability for Improvement Area C as determined by the City, less the
total revenue generated for all Parcels under Step 1 above, divided by the total Acres
for all Parcels within Improvement Area C assigned to Category II,
OR
The Maximum Special Tax rate for Parcels assigned to Category II.
Step 4: If the total revenue as calculated in Step 1 and 3 is less than the Special Tax Liability, for
Improvement Area C, a Special Tax shall be levied upon each Parcel within Improvement Area C classified
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as Category III. The Special Tax for Parcels assigned the Category III shall be calculated as the lesser of:
The Special Tax Liability for Improvement Area C as determined by the City, less the
total revenue generated for all Parcels under Step 1 and 3 above, divided by the total
Acres for all Parcels within Improvement Area C assigned to Category III,
OR
The Maximum Special Tax rate for Parcels assigned to Category III and within
Improvement Area C.
However, in the event it is determined that the Special Tax Liability for Improvement Area C includes
delinquent Special Taxes from Parcel in Category III from the prior Fiscal Year, the City shall determine the
amount of delinquent taxes that arose from such Parcels and identify the owner(s). The amount of
delinquent Special Taxes, if any, that arose from the applicable owner(s) shall first be divided by the total
Category III Acres owned by such owner(s) and collected from the applicable owner(s) with the remaining
portion of the Special Tax Liability not related to delinquent Special Taxes to be collected from all Parcels
in Category III according to the procedure set forth in the preceding paragraph.
Notwithstanding the above, under no circumstances will the Special Tax levied against any Assessor’s
Parcel of Residential Property or Multi-Family Property for which an occupancy permit for private
residential use has been issued be increased by more than ten percent (10%) annually up to the Maximum
Special Tax as a consequence of delinquency or default by the owner of any other Assessor's Parcel within
Area C of the CFD.
E. Appeals
Any landowner or resident who pays the Special Tax and believes that the amount of the Special Tax
levied on their Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such
error. If following such consultation, the CFD Administrator determines that an error has occurred; the
CFD Administrator may amend the amount of the Special Tax levied on such Assessor’s Parcel. If following
such consultation and action, if any, by the CFD Administrator, the landowner or resident believes such
error still exists; such person may file a written notice with the City Clerk of the City appealing the amount
of the Special Tax levied on such Assessor’s Parcel. Upon the receipt of any such notice, the City Clerk shall
forward a copy of such notice to the City Manager who shall establish as part of the proceedings and
administration of the CFD, a special three-member Review/Appeal Committee. The Review/Appeal
Committee may establish such procedures, as it deems necessary to undertake the review of any such
appeal. The Review/Appeal Committee shall interpret this Rate and Method of Apportionment and make
determinations relative to the annual administration of the Special Tax and any landowner or resident
appeals, as herein specified. The decision of the Review/Appeal Committee shall be final and binding as
to all persons.
F. Manner of Collection
Special Taxes levied pursuant to Section D above shall be collected in the same manner and at the same
time as ordinary ad valorem property taxes; provided, however, that the CFD Administrator may directly
bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to
meet the financial obligations of Area C of the CFD or as otherwise determined appropriate by the CFD
Administrator.
G. Term of Special Tax
Taxable Property in Improvement Area C of the CFD shall remain subject to the Special Tax in perpetuity.
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Attachment A
Description of Preserve Operations and Maintenance
Preserve Operations and Maintenance includes the maintenance, operation, and management
of the public or private property within boundaries of the Otay Ranch Open Space Preserve, as
such boundaries may be modified from time to time, required by the Resource Management Plan
to be maintained as open space or habitat preservation land or both. Such maintenance,
operations and management shall include, but not be limited to, the following:
(i) Preserve Maintenance. Development, implementation and ongoing
provision of programs to maintain, operate and manage preserve habitat
values through: cultivation, irrigation, trimming, spraying, fertilizing,
and/or treatment of disease or injury; removal of trimmings, rubbish,
debris and other solid waste; maintenance of trails; removal and control of
exotic plant species (weeds); and control of cowbirds through trapping.
(ii) Security, Development, implementation and ongoing provision of security
programs to: enforce "no trespassing" rules; curtail activities that degrade
resources, such as grazing, shooting, and illegal dumping; remove trash,
litter, and other debris; control access; prohibit off-road traffic; and
maintain fences and trails.
(iii) Preserve improvements: Acquire equipment and/or install improvements
necessary to maintain, operate and manage the open space and ha bitat
preservation land described above.
The above description of the Preserve Operations and Maintenance is general in nature. The
actual maintenance, operations and management of the open space and habitat preservation
land within the Otay Ranch Open Space Preserve may be modified from time to time as necessary
in order to effectively provide such services in compliance with the requirements of the Resource
Management Plan.
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Attachment B
Description of Resource Monitoring
Implement the annual biota monitoring and reporting program consistent with the Resource
Management Plan to identify changes in the quality and quantity of preserve resources including
wildlife species, sensitive plants and sensitive habitat types.
The above description of the Resource Monitoring is general in nature. The actual monitoring
and reporting program may be modified from time to time as necessary in order to effectively
provide such services consistent with the requirements of the Resource Management Plan.
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1
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT),
DECLARING THE RESULTS OF A SPECIAL ELECTION IN
THAT TERRITORY DESIGNATED AS COMMUNITY
FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT), IMPROVEMENT AREA “C,” ANNEXATION NO.
14 AND ADDING SUCH TERRITORY TO SUCH
IMPROVEMENT AREA
(ANNEXATION NO. 14)
WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA, CALIFORNIA (the
“City Council”), has previously undertaken proceedings to annex certain property to an existing
Community Facilities District and an Improvement Area designated therein 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 (“Act”) and the City of Chula
Vista Community Facilities District Ordinance enacted pursuant to the powers reserved by the City
of Chula Vista under Sections 3, 5 and 7 of Article XI of the Constitution of the State of California
(“Ordinance”) (the Act and the Ordinance may be referred to collectively as the “Community
Facilities District Law”). This Community Facilities District and the Improvement Area are
referred to as COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT) (the “District”) and IMPROVEMENT AREA “C,” respectively, and such territory
proposed to be annexed is referred to as ANNEXATION NO. 14 (“Territory”); and,
WHEREAS, the City Council called and held an election to submit to the qualified electors
of the Territory a proposition relating to the levy of special taxes within the Territory; and,
WHEREAS, at this time said election has been held and the measure voted upon and such
measure did receive the favorable 2/3rd’s vote of the qualified electors, and this City Council
desires to declare the results of the election in accordance with the provisions of the Elections Code
of the State of California and to order that the Territory be added to the District and Improvement
Area “C” thereof.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
California, acting as the Legislative Body of Community Facilities District No. 97-2 (Preserve
Maintenance District), that this City Council hereby receives and approves the CERTIFICATE OF
ELECTION OFFICIAL AND STATEMENT OF VOTES CAST (“Certificate and Statement”), as
submitted by the City Clerk, acting in her capacity as the Election Official, said Statement setting
forth the number of votes cast in the election, the measure voted upon, and the number of votes
given for and/or against the measure voted upon. A copy of said Certificate and Statement is
attached hereto, marked Exhibit “A,” referenced and so incorporated.
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BE IT FURTHER 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, the City
Clerk is hereby directed, pursuant to the provisions of the Elections Code of the State of California,
to enter in the minutes the results of the election as set forth in said Certificate and Statement.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, his City
Council does hereby determine and declare that the Territory is now added to and becomes a part
of the District and Improvement Area “C” thereof. The City Council hereby further determines
that the City Council is now authorized to levy the special taxes within the Territory as approved
and authorized by the qualified electors of the Territory.
PREPARED BY: APPROVED AS TO FORM BY:
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
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3
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 11th day of August 2026 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. 2026-____ was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 11th day of August 2026.
Executed this 11th day of August 2026.
Kerry K. Bigelow, MMC, City Clerk
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A-1
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO ) ss.
CITY OF CHULA VISTA )
The undersigned, ELECTION OFFICIAL OF THE CITY OF CHULA VISTA, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the
provisions of Section 53326 of the Government Code and Division 12, commencing with Section
17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast
at the
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT)
IMPROVEMENT AREA “C”
ANNEXATION AREA NO. 14
SPECIAL ELECTION
in said City, held August 11, 2026.
I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast
in the Territory of the District in said City, and the whole number of votes cast for the Measure in
the Territory of the District in said City, and the totals as shown for the Measure are full, true and
correct.
I. TOTAL NUMBER OF VOTES CAST: __________________
II. VOTES CAST ON PROPOSITION A: YES
NO
WITNESS my hand and Official Seal this ________ day of __________________, 2026.
__________________________________
CITY CLERK
ELECTION OFFICIAL
CITY OF CHULA VISTA
STATE OF CALIFORNIA
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Item 7.1 – Reso C
8/11/2026
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT), MAKING CERTAIN
DETERMINATIONS AND DESIGNATING IMPROVEMENT
AREA “D” OF SAID COMMUNITY FACILITIES
AUTHORIZING SUBMITTAL OF LEVY OF SPECIAL TAXES
TO THE QUALIFIED ELECTORS OF CERTAIN TERRITORY
PROPOSED TO BE ANNEXED TO COMMUNITY
FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT) AND IMPROVEMENT AREA
“D” THERETO AND ESTABLISHING AN
APPROPRIATIONS LIMIT THEREFOR
(ANNEXATION NO. 1)
WHEREAS, the City Council of the City of Chula Vista, California, (“City Council”),
formed a Community Facilities District and designated certain improvement areas therein 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 (“Act”), and the
City of Chula Vista Community Facilities District Ordinance enacted pursuant to the powers
reserved by the City of Chula Vista under Sections 3, 5 and 7 of Article XI of the Constitution of
the State of California (“Ordinance”) (the Act and the Ordinance may be referred to collectively
as the “Community Facilities District Law”). The Community Facilities District has been
designated as COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT) (“District”) and the Improvement Areas were designated as IMPROVEMENT AREA
“A,” IMPROVEMENT AREA “B” and IMPROVEMENT AREA “C” of such District; and
WHEREAS, the City Council, at the request of the owner of that property known as
UTEXIV Eastlake, LLC located within the Otay Ranch Preserve (“Territory”), initiated
proceedings pursuant to the Community Facilities District Law to annex the Territory to a new
improvement area within the District to be designated as “Improvement Area D” thereto; and
WHEREAS, notice of a public hearing relating to the designation of Improvement Area
“D” and annexation of the Territory to the District and to Improvement Area “D,” the extent of the
territory to be annexed, the furnishing of certain public services, and all other related matters has
been given; and
WHEREAS, the territory proposed to be annexed is known and designated as Annexation
No. 1 to “Improvement Area D of Community Facilities District No. 97-2 (Preserve Maintenance
District), of the City of Chula Vista, County of San Diego, State of California;” and
WHEREAS, the City Council held the public hearing, and it has now been determined that
written protests against the proposed annexation of the Territory to the District have not been
received by 50% or more of the registered voters residing within the territory of the existing
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District and protests have not been received by owners of one-half or more of the area of land,
which is not exempt from the special tax, within the Territory proposed to be annexed to
Improvement Area “D”; and
WHEREAS, in as much as there have been less than twelve (12) persons registered to vote
within the Territory for each of the 90 preceding days, this legislative body desires to submit the
levy of the required special tax to the landowners of the Territory, such landowners being the
qualified electors as authorized by law.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
California, that the City Council determines that:
(a) all minor defects in the proceedings are hereby corrected as authorized by
Section 53323 of the Government Code of the State of California;
(b) all proceedings prior hereto were valid and taken in conformity with the
requirements of law, and specifically the provisions of the Community
Facilities District Law, and this finding is made pursuant to the provisions
and authorization of Section 53325.1 of the Government Code of the State
of California;
(c) the designation of Improvement Area “D” and annexation of the Territory
thereto as proposed conforms with the City of Chula Vista Statement of
Goals and Policies Regarding the Establishment of Community Facilities
Districts;
(d) less than twelve (12) registered voters have resided within the Territory for
each of the ninety (90) days preceding the close of the public hearing and,
consequently, the qualified electors shall be the landowners of the Territory
and each landowner who is the owner of record as of the close of the public
hearing, or the authorized representative thereof, shall have one vote for
each acre or portion of an acre of land that she or he owns within the
Territory;
(e) the time limit specified by the Community Facilities District Law for
conducting an election to submit the levy of the special taxes to the qualified
electors of the Territory and the requirements for impartial analysis and
ballot arguments have been waived with the unanimous consent of the
qualified electors of the Territory;
(f) the City Clerk, acting as the election official, has consented to conducting
any required election on a date which is less than 125 days following the
adoption of any resolution designating Improvement Area “D” and
annexing the Territory thereto; and
(g) the public services described herein proposed to be financed from the
proceeds of special taxes to be levied within the Territory are necessary to
meet increased demands placed upon the City as a result of development
and/or rehabilitation occurring in the Territory.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
above recitals are all true and correct.
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BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
description of the boundaries and parcels of land in the Territory and in which the public services
are to be provided and on which special taxes will be levied in order to pay the costs and expenses
for such public services are generally described as follows:
All that Territory proposed to be designated Improvement Area “D”
and annexed thereto, as such property is shown on a map as
previously approved by this legislative body, such map entitled
“Community Facilities District No. 97-2 Improvement Area D
(Preserve Maintenance District), City of Chula Vista, County of San
Diego, State of California” (the “Improvement Area Map”), a copy
of which is on file in the Office of the City Clerk and shall remain
open for public inspection. The Improvement Area Map was filed in
the Office of the San Diego County Recorder on May 27, 2026, in
Book 53, Page 10 of Maps of Assessment and Community Facilities
Districts and as Document No. 2026-7000238.
The City Council further declares that additional territory in the future may annex into
Improvement Area “D.”
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
services that are authorized to be financed by the District from the proceeds of special taxes levied
within Improvement Area “D” are certain services which are in addition to those services that were
provided in or required for Improvement Area “D” prior to the formation of the District and the
designation of Improvement Area “D” and did not replace services already available in the District
or Improvement Area “D” at the time of formation of the District and the designation of
Improvement Area “D.” A general description of the services authorized to be financed by the
District within Improvement Area “D” is as follows:
The actions necessary to implement and carry out the Eastlake
Storage Mitigation Project Long-Term Management Plan (the
“Long-Term Management Plan”) dated June 2025, prepared for the
mitigation site located within the Salt Creek riparian corridor in the
Otay Ranch Preserve (the “Mitigation Site”).
The activities required to be performed pursuant to the Long-Term
Management Plan, include but are not limited to, the monitoring,
maintenance, reporting, and adaptive management activities
required under the Long-Term Management Plan for the Mitigation
Site including but not limited to, invasive species control, trash
removal, site access control, biological monitoring, reporting, and
as-needed remedial or adaptive management actions necessary to
ensure the long-term sustainability, habitat function, and regulatory
compliance of preserve and mitigation areas following completion
of initial mitigation and monitoring requirements.
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The activities described above are limited to those discrete tasks
identified in the Long-Term Management Plan and are intended to
ensure the long-term sustainability and ecological function of the
Mitigation Site in perpetuity following completion of initial
mitigation and monitoring requirements.
The District shall finance all direct, administrative and incidental annual costs and expenses
necessary to provide such monitoring, maintenance, operation and management of such property.
The same types of services which are authorized to be financed by the District from the
proceeds of special taxes levied within Improvement Area “D” are the types of services to be
financed from the proceeds of special taxes levied within the Territory. If and to the extent possible,
such services shall be provided in common within the District and the Territory.
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 pay for such services and related
incidental expenses authorized by the Community Facilities District Law, secured by recordation
of a continuing lien against all non-exempt real property in the Territory, will be levied annually
within the boundaries of such Territory. For further particulars as to the rate and method of
apportionment of the proposed special tax, reference is made to the attached and incorporated
Exhibit “A” (the “Improvement Area ‘D’ Rate and Method”), which sets forth in sufficient detail
the method of apportionment to allow each landowner or resident within the proposed Territory to
clearly estimate the maximum amount that such person will have to pay.
The special tax proposed to be levied within the Territory shall be equal to the special tax
levied to pay for the same services in Improvement Area “D,” except that a higher or lower special
tax may be levied within the Territory to the extent that the actual cost of providing the services in
the Territory is higher or lower than the cost of providing those services in Improvement Area
“D.” Notwithstanding the foregoing, the special tax may not be levied at a rate which is higher
than the maximum special tax authorized to be levied pursuant to the Improvement Area “D” Rate
and Method.
The special taxes herein authorized, to the extent possible, shall be collected in the same
manner as ad valorem property taxes and shall be subject to the same penalties, procedure, sale
and lien priority in any case of delinquency as applicable for ad valorem taxes. Any special taxes
that may not be collected on the County tax roll shall be collected through a direct billing procedure
by the Treasurer.
The maximum special tax rate in the District shall not be increased as a result of the
designation of Improvement Area “D” and the annexation of the Territory thereto.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
propositions related to the levy of the special tax and the establishment of an appropriations limit
shall be submitted to the qualified electors of the Territory, such electors being the landowners,
with each landowner having one (1) vote for each acre or portion thereof of land which he or she
owns within such annexed territory. The special election shall be held on August 11, 2026,
immediately following the adoption of this Resolution, and such election shall be a special election
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to be conducted by the City Clerk (hereinafter “Election Official”). If the propositions for the levy
of the special tax and establishing an appropriation limit receives the approval of more than two-
thirds (2/3) of the votes cast on the propositions, the special tax may be levied and an
appropriations limit established as provided for in this Resolution.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
ballot proposals to be submitted to the qualified electors at the election shall generally be as
follows:
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2,
IMPROVEMENT AREA “D” ANNEXATION NO. 1
AUTHORIZATION FOR SPECIAL TAX LEVY
PROPOSITION A
Shall Community Facilities District No. 97-2 (Preserve
Maintenance District) of the City of Chula Vista be authorized to
levy special taxes within the territory identified as Annexation No.
1 to Improvement Area “D” of such District pursuant to the rates
and subject to such annual increases as set forth in the rate and
method of apportionment of special taxes (the “Improvement Area
‘D’ Rate and Method”) attached to this ballot to finance the
authorized services and administrative expenses and to fund and
replenish a reserve fund, all as provided for in the Improvement
Area “D” Rate and Method attached to this ballot, until ended by the
voters?
PROPOSITION B
Shall Improvement Area “D” of Community Facilities District No.
97-2 (Preserve Maintenance District) of the City of Chula Vista
establish an annual appropriations limit, as defined by subdivision
(h) of Section 8 of Article XIII B of the California Constitution, in
the amount of $9,000,000 be approved?
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that the
appropriate mark placed in the box adjacent to the word “YES” shall be counted in favor of the
adoption of the propositions, and the appropriate mark placed in the box adjacent to the word “NO”
in the manner as authorized, shall be counted against the adoption of such propositions.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that this
City Council hereby authorizes the Election Official to take any and all steps necessary for the
holding of such election and ratifies any such steps previously taken by such Election Official
which were necessary for the holding of such election. Such Election Official shall perform and
render all services and proceedings incidental to and connected with the conduct of such election.
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PRESENTED BY: APPROVED AS TO FORM BY:
______________________________ _______________________________
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
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PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 11th day of August 2026 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. 2026-____ was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 11th day of August 2026.
Executed this 11th day of August 2026.
Kerry K. Bigelow, MMC, City Clerk
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EXHIBIT “A”
IMPROVEMENT AREA “D” OF COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT), OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF
CALIFORNIA
(Annexation No. 1)
Rate and Method of Apportionment of Special Taxes
A Special Tax of Community Facilities District No. 97-2 (Preserve Maintenance District) of the City
of Chula Vista ("CFD") shall be levied on all Assessor's Parcels in Improvement Area D of the CFD
and collected each Fiscal Year commencing with Fiscal Year 2025-2026 in an amount determined
through the application of the rate and method of apportionment of the Special Tax set forth
below. All of the real property within Improvement Area D of the CFD, unless exempted by law or
by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein
provided.
A. 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 Subdivision Map, other final map, other parcel map, other condominium plan, or functionally
equivalent map or instrument recorded in the Office of the County Recorder. The Acreage of a Parcel
shall be calculated to the nearest one-hundredth (1/100) of an acre. The square footage of an
Assessor's Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part
1, Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for and
on behalf of the CFD as the administrator thereof, to determine, levy and collect the Special Taxes,
including salaries of City employees and a proportionate amount of the City’s general administrative
overhead related thereto, and the fees of consultants and legal counsel providing services related to
the administration of the CFD; the costs of collecting installments of the Special Taxes; and any other
costs required to administer Area D of the CFD as determined by the City.
"Assessor's Parcel" or “Parcel” means a lot or parcel shown in an Assessor's Parcel Map with an
assigned assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
assessor's parcel number.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining
the Special Tax Requirement and providing for the levy and collection of the Special Taxes.
"CFD" means Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of
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Chula Vista.
"City" means the City of Chula Vista.
"City Clerk" means the City Clerk for the City of Chula Vista or his or her designee.
"City Manager" means the City Manager for the City of Chula Vista or his or her designee.
"Council" means the City Council of the City of Chula Vista, acting as the legislative body of the CFD.
"County" means the County of San Diego, California.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Improvement Area D" or "Area D" means Improvement Area D of the CFD, as identified on the
boundary map for the CFD as amended from time to time.
“Initial Maintenance Period” means a minimum period of five (5) Fiscal Years commencing with Fiscal
Year 2026-2027 until the Fiscal Year in which the City formally accepts the public improvements
associated with Improvement Area D, for ongoing long-term management and periodic costs. During
this period, the Special Tax may be levied at a reduced level, as determined by the City, for the purpose
of partially funding maintenance obligations and establishing a Long-Term Management Reserve
Fund to support long-term management costs.
"Long-Term Management Plan" means the “Eastlake Storage Mitigation Project Long-Term
Management Plan” dated June 2025, prepared for the mitigation site located within the Salt Creek
riparian corridor in the Otay Ranch Preserve (the “Mitigation Site”),
"Long-Term Management Program" means the perpetual management, maintenance, monitoring,
reporting, and adaptive management activities required to be performed pursuant to the applicable
Long- Term Management Plan, including but not limited to, invasive species control, trash removal,
site access control, biological monitoring, reporting, and as-needed remedial or adaptive
management actions necessary to ensure the long-term sustainability, habitat function, and
regulatory compliance of preserve and mitigation areas following completion of Initial Maintenance
Period and monitoring requirements.
"Long-Term Management Fund Requirement" means, for any Fiscal Year, an amount equal to the
Improvement Area D’s fair share of the budgeted costs of the Long-Term Management Program. Each
Improvement Area’s “fair share” shall be based on its proportionate benefit, acreage, or other
allocation methodology as determined in accordance with the applicable Rate and Method of
Apportionment.
“Long-Term Management Reserve Fund” means, fund established and maintained by the CFD to
accumulate amounts over time to pay for periodic, non-annual, and as-needed costs of the Long-
Term Management Program that are not incurred on an annual basis, including, without limitation,
adaptive management measures, remedial actions, revegetation, increased monitoring, repair or
replacement of site improvements, to the extent such costs are identified in the Long-Term
Management Plan as occurring on a periodic or as-needed basis.
“Long-Term Management Reserve Fund Requirement” means, for any Fiscal Year, the amount
determined by the CFD Administrator to be deposited into the Long-Term Management Reserve
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Fund, based on the annualized costs of periodic and non-annual activities identified in the Long-Term
Management Plan, such that sufficient funds are available when such costs are incurred.
"Management Fund" means a fund that shall be maintained within the CFD for each Fiscal Year to
pay the costs of the Long-Term Management Program for the Mitigation Site, including ongoing
management, maintenance, monitoring, reporting, and adaptive management activities, together
with applicable Administrative Expenses.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section
C below that may be levied in any Fiscal Year on any Assessor’s Parcel of Taxable Property.
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D below in
each Fiscal Year on each Assessor's Parcel of Developed Property and Undeveloped Property in Area D
to fund the Special Tax Requirement.
"Special Tax Requirement" means for any Fiscal Year for Area D the amount required to be levied in
such Fiscal Year to: (i) pay the Long-Term Management Fund Requirement; (ii) pay any amounts
required to establish or replenish the Long-Term Management Reserve Fund to the Long-Term
Management Reserve Fund Requirement; (iii) Administrative Expenses; and (iv) pay for reasonably
anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the
previous Fiscal Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of Area D of the CFD
that are not exempt from the Special Tax pursuant to law or as defined below.
B. Assignment to Categories of Special Tax
Each Fiscal Year, using the definitions above, all property within Improvement Area D of the CFD shall
be classified as Taxable Property or Exempt Property. Taxable Property shall be subject to Special
Taxes pursuant to Sections C and D below.
C. Maximum Special Tax Rate
Taxable Category
The Maximum Special Tax for Fiscal Year 2025-2026 are the rates set forth in Table 1 below.
TABLE 1
Maximum Special Tax
Community Facilities District No. 97-2 Improvement Area D
(Fiscal Year 2025-2026)
$990 / acre $473 / acre $1,463 / acre
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Exempt Category
The Exempt Category includes each property owned, conveyed or irrevocably offered for dedication
to a public agency, or land which is in the public right-of-way, unmanned utility easements which
make utilization for other than the purpose set forth in the easement impractical, common areas,
private streets and parks, and open space lots, and any property that is otherwise exempt from the levy
of special taxes pursuant to Government Code Section 53340(c) (“Exempt Category”).
Annual Escalation of Maximum Special Tax
The Maximum Special Tax as shown in the tables above that may be levied on each Assessor’s Parcel
in Improvement Area D, shall be increased each Fiscal Year beginning in Fiscal Year 2026-2027 and
thereafter by a factor equal to the annual percentage change in the San Diego Metropolitan Area
Consumer Price Index for All Urban Consumers (CPI-U, All Items) or zero percent (0%), whichever is
greater.
D. Method of Apportionment of the Special Tax
During the Initial Maintenance Period
During the Initial Maintenance Period, the Special Tax shall be levied at a reduced level, as determined
annually by the City, sufficient to fund a portion of the Special Tax Requirement and to establish and
build the Long-Term Management Reserve Fund. The City shall determine the percentage of the
Maximum Special Tax to be levied during the Initial Maintenance Period based on anticipated future
maintenance costs and required reserve levels, provided the Special Tax during the Initial
Maintenance Period shall not exceed the Special Tax Requirement. The Special Tax shall be
apportioned to Parcels in accordance with the methodology set forth in Steps 1 through 3 below,
after applying such reduced levy.
Following the Initial Maintenance Period
Commencing in the first Fiscal Year following the Initial Maintenance Period, the Special Tax shall be
levied up to the full amount necessary to fund the Special Tax Requirement and shall be apportioned
to Parcels in accordance with Steps 1 through 3 below.
Step 1: Determine the maximum revenue that could be generated by applying the Maximum Special
Tax rates set forth in Table 1 (as such rates may be annually escalated pursuant to Section C) to all
Parcels.
Step 2: If the total revenue calculated in Step 1 is greater than the Special Tax Requirement for
Improvement Area D, reduce the Special Tax for each Parcel proportionately so that the total Special
Tax levy for the Fiscal Year is equal to the Special Tax Requirement.
Step 3: In the event that the Special Tax Requirement for Improvement Area D includes amounts
attributable to delinquent Special Taxes from the prior Fiscal Year, the City shall determine the
amount of such delinquent Special Taxes and may identify the Parcels and owners associated with
such delinquencies. To the extent permitted by law, the City may levy and collect such delinquent
amounts from the applicable Parcels and/or owners. Any remaining portion of the Special Tax
Requirement shall be allocated and levied in accordance with Steps 1 through 2 above.
Notwithstanding the above, under no circumstances will the Special Tax levied against any Assessor’s
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Parcel be increased by more than ten percent (10%) annually up to the Maximum Special Tax as a
consequence of delinquency or default by the owner of any other Assessor's Parcel within Area D of
the CFD.
E. Appeals
Any landowner or resident who pays the Special Tax and believes that the amount of the Special Tax
levied on their Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding
such errors. If following such consultation, the CFD Administrator determines that an error has
occurred; the CFD Administrator may amend the amount of the Special Tax levied on such Assessor’s
Parcel. If following such consultation and action, if any, by the CFD Administrator, the landowner or
resident believes such error still exists; such person may file a written notice with the City Clerk of
the City appealing the amount of the Special Tax levied on such Assessor’s Parcel. Upon receipt of
any such notice, the City Clerk shall forward a copy of such notice to the City Manager who shall
establish as part of the proceedings and administration of the CFD, a special three-member
Review/Appeal Committee. The Review/Appeal Committee may establish such procedures, as it
deems necessary to undertake review of any such appeal. The Review/Appeal Committee shall
interpret this Rate and Method of Apportionment and make determinations relative to the annual
administration of the Special Tax and any landowner or resident appeals, as herein specified. The
decision of the Review/Appeal Committee shall be final and binding to all persons.
F. Manner of Collection
Special Taxes levied pursuant to Section D above shall be collected in the same manner and at the
same time as ordinary ad valorem property taxes; provided, however, that the CFD Administrator may
directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if
necessary to meet the financial obligations of Area D of the CFD or as otherwise determined
appropriate by the CFD Administrator.
G. Term of Special Tax
Taxable Property in Improvement Area D of the CFD shall remain subject to the Special Tax in
perpetuity.
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Attachment A
Description of Long-Term Management Plan
Implement the monitoring, maintenance, reporting, and adaptive management activities required
under the Long-Term Management Plan for the Salt Creek Mitigation Site including but not limited to,
invasive species control, trash removal, site access control, biological monitoring, reporting, and as-
needed remedial or adaptive management actions necessary to ensure the long-term sustainability,
habitat function, and regulatory compliance of preserve and mitigation areas following completion
of initial mitigation and monitoring requirements.
The activities described above are limited to those discrete tasks identified in the Long-Term
Management Plan and are intended to ensure the long-term sustainability and ecological function of
the Mitigation Site in perpetuity following completion of initial mitigation and monitoring
requirements.
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT)
OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO,
STATE OF CALIFORNIA, DECLARING THE RESULTS OF A
SPECIAL ELECTION AND ADDING PROPERTY TO SAID
COMMUNITY FACILITIES DISTRICT DESIGNATED AS
IMPROVEMENT AREA “D,” ANNEXATION NO. 1 THERETO,
AND TAKING OTHER ACTIONS RELATED THERETO AND
ESTABLISHING AN APPROPRIATIONS LIMIT THEREFOR
(ANNEXATION NO. 1)
WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA, CALIFORNIA
(“City Council”), has previously undertaken proceedings to annex certain property to an existing
Community Facilities District and an Improvement Area designated therein 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 (“Act”) and the City of Chula
Vista Community Facilities District Ordinance enacted pursuant to the powers reserved by the City
of Chula Vista under Sections 3, 5 and 7 of Article XI of the Constitution of the State of California
(“Ordinance”) (the Act and the Ordinance may be referred to collectively as the “Community
Facilities District Law”). This Community Facilities District and the Improvement Area are
referred to as COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT) (“District”) and IMPROVEMENT AREA “D,” respectively, and such territory
proposed to be annexed is referred to as ANNEXATION NO. 1 (“Territory”); and,
WHEREAS, the City Council called and held an election to submit to the qualified electors
of the Territory propositions relating to the levy of special taxes and the establishment of an
appropriations limit within Improvement Area “D;” and,
WHEREAS, at this time said election has been held and the measures voted upon and such
measures did receive the favorable 2/3rd’s vote of the qualified electors, and this City Council
desires to declare the results of the election in accordance with the provisions of the Elections Code
of the State of California and to order the designation of Improvement Area “D” and annexation
of the Territory thereto.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
California, acting as the Legislative Body of Community Facilities District No. 97-2 (“Preserve
Maintenance District”), that this City Council hereby receives and approves the CERTIFICATE
OF ELECTION OFFICIAL AND STATEMENT OF VOTES CAST (“Certificate and
Statement”), as submitted by the City Clerk, acting in her capacity as the Election Official, said
Statement setting forth the number of votes cast in the election, the measures voted upon, and the
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number of votes given for and/or against the measures voted upon. A copy of said Certificate and
Statement is attached hereto, marked Exhibit “A,” referenced and so incorporated.
BE IT FURTHER 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, the City
Clerk is hereby directed, pursuant to the provisions of the Elections Code of the State of California,
to enter in the minutes the results of the election as set forth in said Certificate and Statement.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, this City
Council does hereby determine and declare that Improvement Area “D” is designated and part of
the District and the Territory is now added to and becomes a part of the District and Improvement
Area “D” thereof. The City Council hereby further determines that the City Council is now
authorized to levy the special taxes within the Territory and an appropriations limit has been
established as approved and authorized by the qualified electors of the Territory and Improvement
Area “D.”
PREPARED BY: APPROVED AS TO FORM BY:
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
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PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 11th day of August 2026 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. 2026-____ was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 11th day of August 2026.
Executed this 11th day of August 2026.
Kerry K. Bigelow, MMC, City Clerk
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A-1
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO ) ss.
CITY OF CHULA VISTA )
The undersigned, ELECTION OFFICIAL OF THE CITY OF CHULA VISTA, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the
provisions of Section 53326 of the Government Code and Division 12, commencing with Section
17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast
at the
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT)
IMPROVEMENT AREA “D”
ANNEXATION AREA NO. 1
SPECIAL ELECTION
in said City, held August 11, 2026.
I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast
in the Territory of the District in said City, and the whole number of votes cast for each Measure
in the Territory of the District in said City, and the totals as shown for each Measure are full, true
and correct.
I. TOTAL NUMBER OF VOTES CAST: __________________
II. VOTES CAST ON PROPOSITION A: YES
NO
III. VOTES CAST ON PROPOSITION B: YES
NO
WITNESS my hand and Official Seal this ________ day of __________________, 2026.
[Signature Page Follows]
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A-2
__________________________________
CITY CLERK
ELECTION OFFICIAL
CITY OF CHULA VISTA
STATE OF CALIFORNIA
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT)
OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO,
STATE OF CALIFORNIA, DECLARING THE RESULTS OF A
SPECIAL ELECTION AND ADDING PROPERTY TO SAID
COMMUNITY FACILITIES DISTRICT DESIGNATED AS
IMPROVEMENT AREA “D,” ANNEXATION NO. 1 THERETO,
AND TAKING OTHER ACTIONS RELATED THERETO AND
ESTABLISHING AN APPROPRIATIONS LIMIT THEREFOR
(ANNEXATION NO. 1)
WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA, CALIFORNIA
(“City Council”), has previously undertaken proceedings to annex certain property to an existing
Community Facilities District and an Improvement Area designated therein 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 (“Act”) and the City of Chula
Vista Community Facilities District Ordinance enacted pursuant to the powers reserved by the City
of Chula Vista under Sections 3, 5 and 7 of Article XI of the Constitution of the State of California
(“Ordinance”) (the Act and the Ordinance may be referred to collectively as the “Community
Facilities District Law”). This Community Facilities District and the Improvement Area are
referred to as COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT) (“District”) and IMPROVEMENT AREA “D,” respectively, and such territory
proposed to be annexed is referred to as ANNEXATION NO. 1 (“Territory”); and
WHEREAS, the City Council called and held an election to submit to the qualified electors
of the Territory propositions relating to the levy of special taxes and the establishment of an
appropriations limit within Improvement Area “D;” and
WHEREAS, at this time said election has been held and the measures voted upon and such
measures did receive the favorable 2/3rd’s vote of the qualified electors, and this City Council
desires to declare the results of the election in accordance with the provisions of the Elections Code
of the State of California and to order the designation of Improvement Area “D” and annexation
of the Territory thereto.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
California, acting as the Legislative Body of Community Facilities District No. 97-2 (Preserve
Maintenance District), that this City Council hereby receives and approves the CERTIFICATE OF
ELECTION OFFICIAL AND STATEMENT OF VOTES CAST (“Certificate and Statement”), as
submitted by the City Clerk, acting in her capacity as the Election Official, said Statement setting
forth the number of votes cast in the election, the measures voted upon, and the number of votes
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given for and/or against the measures voted upon. A copy of said Certificate and Statement is
attached hereto, marked Exhibit “A,” referenced and so incorporated.
BE IT FURTHER 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, the City
Clerk is hereby directed, pursuant to the provisions of the Elections Code of the State of California,
to enter in the minutes the results of the election as set forth in said Certificate and Statement.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, this City
Council does hereby determine and declare that Improvement Area “D” is designated and part of
the District and the Territory is now added to and becomes a part of the District and Improvement
Area “D” thereof. The City Council hereby further determines that the City Council is now
authorized to levy the special taxes within the Territory and an appropriations limit has been
established as approved and authorized by the qualified electors of the Territory and Improvement
Area “D.”
PREPARED BY: APPROVED AS TO FORM BY:
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
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PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 11th day of August 2026 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. 2026-____ was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 11th day of August 2026.
Executed this 11th day of August 2026.
Kerry K. Bigelow, MMC, City Clerk
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A-1
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO ) ss.
CITY OF CHULA VISTA )
The undersigned, ELECTION OFFICIAL OF THE CITY OF CHULA VISTA, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the
provisions of Section 53326 of the Government Code and Division 12, commencing with Section
17000 of the Elections Code of the State of California, I did canvass the returns of the votes cast
at the
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT)
IMPROVEMENT AREA “D”
ANNEXATION AREA NO. 1
SPECIAL ELECTION
in said City, held August 11, 2026.
I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast
in the Territory of the District in said City, and the whole number of votes cast for each Measure
in the Territory of the District in said City, and the totals as shown for each Measure are full, true
and correct.
I. TOTAL NUMBER OF VOTES CAST: __________________
II. VOTES CAST ON PROPOSITION A: YES
NO
III. VOTES CAST ON PROPOSITION B: YES
NO
WITNESS my hand and Official Seal this ________ day of __________________, 2026.
[Signature Page Follows]
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A-2
__________________________________
CITY CLERK
ELECTION OFFICIAL
CITY OF CHULA VISTA
STATE OF CALIFORNIA
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ORDINANCE NO. ______
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT) OF THE CITY OF CHULA VISTA,
COUNTY OF SAN DIEGO, STATE OF CALIFORNIA,
AUTHORIZING THE LEVY OF SPECIAL TAXES IN
IMPROVEMENT AREA “D,” ANNEXATION NO. 1 OF SUCH
COMMUNITY FACILITIES DISTRICT
WHEREAS, the City Council (“City Council”) of the City of Chula Vista, California
(“City”), has undertaken proceedings to designate an improvement area to an existing community
facilities district and annex certain property thereto, held a public hearing, conducted an election
and received a favorable vote from the qualified electors authorizing the levy of Special Taxes in
said improvement area, 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”). The community facilities district and the
improvement area are known as Community Facilities District No. 97-2 (“CFD No. 97-2”) and
Improvement Area “D,” respectively, and the territory annexed thereto is referred to as Annexation
No. 1 (“Territory”).
NOW, THEREFORE 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 within Improvement Area “D” of CFD No. 97-2,
including the Territory, pursuant to the Rate and Method of Apportionment of Special Tax for
Improvement Area “D” of CFD No. 97-2 as set forth in Exhibit “A” attached hereto and
incorporated herein by this reference (“Rate and Method”).
Section II. This City Council, acting as the legislative body of CFD No. 97-2, is hereby
further authorized, by resolution, to annually determine the Special Tax (as defined in the Rate and
Method) to be levied within Improvement Area “D” of CFD No. 97-2 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, Improvement Area “D” of
CFD No. 97-2 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.
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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
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 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]
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Presented by: Approved as to form by:
Roy Sapa’u Marco A. Verdugo
Deputy City Manager/ City Attorney
Development Services Director
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 11th day of August 2026 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
Ordinance No. ____ had its first reading at a regular meeting held on the 11th day of August 2026,
and its second reading and adoption at a regular meeting of said City Council held on the ___th
day of _________ and was duly published in summary form in accordance the requirements of
state law and the City Charter.
_____________________
Dated Kerry K. Bigelow, MMC, City Clerk
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EXHIBIT “A”
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX FOR
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT)
IMPROVEMENT AREA D
OF THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA
A Special Tax of Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of Chula
Vista ("CFD") shall be levied on all Assessor's Parcels in Improvement Area D of the CFD and collected each
Fiscal Year commencing with Fiscal Year 2025-2026 in an amount determined through the application of the
rate and method of apportionment of the Special Tax set forth below. All of the real property within
Improvement Area D of the CFD, unless exempted by law or by the provisions hereof, shall be taxed for the
purposes, to the extent and in the manner herein provided.
A. 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 Subdivision
Map, other final map, other parcel map, other condominium plan, or functionally equivalent map or
instrument recorded in the Office of the County Recorder. The Acreage of a Parcel shall be calculated to the
nearest one-hundredth (1/100) of an acre. The square footage of an Assessor's Parcel is equal to the Acreage
multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1,
Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for and on behalf
of the CFD as the administrator thereof, to determine, levy and collect the Special Taxes, including salaries of
City employees and a proportionate amount of the City’s general administrative overhead related thereto,
and the fees of consultants and legal counsel providing services related to the administration of the CFD; the
costs of collecting installments of the Special Taxes; and any other costs required to administer Area D of the
CFD as determined by the City.
"Assessor's Parcel" or “Parcel” means a lot or parcel shown in an Assessor's Parcel Map with an assigned
assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
assessor's parcel number.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining the
Special Tax Requirement and providing for the levy and collection of the Special Taxes.
"CFD" means Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of Chula Vista.
"City" means the City of Chula Vista.
"City Clerk" means the City Clerk for the City of Chula Vista or his or her designee.
"City Manager" means the City Manager for the City of Chula Vista or his or her designee.
"Council" means the City Council of the City of Chula Vista, acting as the legislative body of the CFD.
"County" means the County of San Diego, California.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
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"Improvement Area D" or "Area D" means Improvement Area D of the CFD, as identified on the
boundary map for the CFD as amended from time to time.
“Initial Maintenance Period” means a minimum period of five (5) Fiscal Years commencing with Fiscal Year
2026-2027 until the Fiscal Year in which the City formally accepts the public improvements associated with
Improvement Area D, for ongoing long-term management and periodic costs. During this period, the Special
Tax may be levied at a reduced level, as determined by the City, for the purpose of partially funding maintenance
obligations and establishing a Long-Term Management Reserve Fund to support long -term management costs.
"Long-Term Management Plan" means the “Eastlake Storage Mitigation Project Long-Term Management Plan”
dated June 2025, prepared for the mitigation site located within the Salt Creek riparian corridor in the Otay
Ranch Preserve (the “Mitigation Site”),
"Long-Term Management Program" means the perpetual management, maintenance, mon itoring, reporting,
and adaptive management activities required to be performed pursuant to the applicable Long- Term
Management Plan, including but not limited to, invasive species control, trash removal, site access control,
biological monitoring, reporting, and as-needed remedial or adaptive management actions necessary to
ensure the long-term sustainability, habitat function, and regulatory compliance of preserve and mitigation
areas following completion of Initial Maintenance Period and monitoring requirements.
"Long-Term Management Fund Requirement" means, for any Fiscal Year, an amount equal to the
Improvement Area D’s fair share of the budgeted costs of the Long -Term Management Program. Each
Improvement Area’s “fair share” shall be based on its proportionate benefit, acreage, or other allocation
methodology as determined in accordance with the applicable Rate and Method of Apportionment.
“Long-Term Management Reserve Fund” means, fund established and maintained by the CFD to accumulate
amounts over time to pay for periodic, non -annual, and as-needed costs of the Long -Term Management
Program that are not incurred on an annual basis, including, without limitation, adaptive management
measures, remedial actions, revegetation, increased monitoring, repair or replacement of site improvements,
to the extent such costs are identified in the Long -Term Management Plan as occurring on a periodic or as -
needed basis.
“Long-Term Management Reserve Fund Requirement” means, for any Fiscal Year, the amount determined
by the CFD Administrator to be deposited into the Long -Term Management Reserve Fund, based on the
annualized costs of periodic and non -annual activities identified in the Long -Term Management Plan, such
that sufficient funds are available when such costs are incurred.
"Management Fund" means a fund that shall be maintained within the CFD for each Fiscal Year to pay the
costs of the Long-Term Management Program for the Mitigation Site, including ongoing management,
maintenance, monitoring, reporting, and adaptive management activities, together with applicable
Administrative Expenses.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section C
below that may be levied in any Fiscal Year on any Assessor’s Parcel of Taxable Property.
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D below in each Fiscal
Year on each Assessor's Parcel of Developed Property and Undeveloped Property in Area D to fund the Special
Tax Requirement.
"Special Tax Requirement" means for any Fiscal Year for Area D the amount required to be levied in such
Fiscal Year to: (i) pay the Long-Term Management Fund Requirement; (ii) pay any amounts required to
establish or replenish the Long -Term Management Reserve Fund to the Long -Term Management
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Reserve Fund Requirement; (iii) Administrative Expenses; and (iv) pay for reasonably anticipated delinquent
Special Taxes based on the delinquency rate for Special Taxes levied in the previo us Fiscal Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of Area D of the CFD that are
not exempt from the Special Tax pursuant to law or as defined below.
B. Assignment to Categories of Special Tax
Each Fiscal Year, using the definitions above, all property within Improvement Area D of the CFD shall be
classified as Taxable Property or Exempt Property. Taxable Property shall be subject to Special Taxes pursuant
to Sections C and D below.
C. Maximum Special Tax Rate
Taxable Category
The Maximum Special Tax for Fiscal Year 2025-2026 are the rates set forth in Table 1 below.
TABLE 1
Maximum Special Tax
Community Facilities District No. 97-2 Improvement Area D
(Fiscal Year 2025-2026)
$990 / acre $473 / acre $1,463 / acre
Exempt Category
The Exempt Category includes each property owned, conveyed or irrevocably offered for dedication to a
public agency, or land which is in the public right -of -way, unmanned utility easements which make utilization
for other than the purpose set forth in the easement impractical, common areas, private streets and parks,
and open space lots, and any property that is otherwise exempt from the levy of special taxes pursuant to
Government Code Section 53340(c) (“Exempt Category”).
Annual Escalation of Maximum Special Tax
The Maximum Special Tax as shown in the tables above that may be levied on each Assessor’s Parcel in
Improvement Area D, shall be increased each Fiscal Year beginning in Fiscal Year 2026 -2027 and thereafter
by a factor equal to the annual perce ntage change in the San Diego Metropolitan Area Consumer Price Index
for All Urban Consumers (CPI -U, All Items) or zero percent (0%), whichever is greater.
D. Method of Apportionment of the Special Tax
During the Initial Maintenance Period
During the Initial Maintenance Period, the Special Tax shall be levied at a reduced level, as determined annually
by the City, sufficient to fund a portion of the Special Tax Requirement and to establish and build the Long-
Term Management Reserve Fund. The City shall determine the percentage of the Maximum
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Special Tax to be levied during the Initial Maintenance Period based on anticipated future maintenance costs
and required reserve levels, provided the Special Tax during the Initial Maintenance Period shall not exceed the
Special Tax Requirement. The Special Tax shall be apportioned to Parcels in accordance with the methodology
set forth in Steps 1 through 3 below, after applying such reduced levy.
Following the Initial Maintenance Period
Commencing in the first Fiscal Year following the Initial Maintenance Period, the Special Tax shall be levied up
to the full amount necessary to fund the Special Tax Requirement and shall be apportioned to Parcels in
accordance with Steps 1 through 3 below.
Step 1: Determine the maximum revenue that could be generated by applying the Maximum Special Tax rates
set forth in Table 1 (as such rates may be annually escalated pursuant to Section C) to all Parcels.
Step 2: If the total revenue calculated in Step 1 is greater than the Special Tax Requirement for Improvement
Area D, reduce the Special Tax for each Parcel proportionately so that the total Special Tax levy for the Fiscal
Year is equal to the Special Tax Requirement.
Step 3: In the event that the Special Tax Requirement for Improvement Area D includes amounts attributable
to delinquent Special Taxes from the prior Fiscal Year, the City shall determine the amount of such delinquent
Special Taxes and may identify the Parcels and owners associated with such delinquencies. To the extent
permitted by law, the City may levy and collect such delinquent amounts from the applicable Parcels and/or
owners. Any remaining portion of the Special Tax Requirement shall be allocated and levied in accordance
with Steps 1 through 2 above.
Notwithstanding the above, under no circumstances will the Special Tax levied against any Assessor’s Parcel
be increased by more than ten percent (10%) annually up to the Maximum Special Tax as a consequence of
delinquency or default by the owner of any other Assessor's Parcel within Area D of the CFD.
E. Appeals
Any landowner or resident who pays the Special Tax and believes that the amount of the Special Tax levied
on their Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such errors. If
following such consultation, the CFD Administrator determines that an error has occurred; the CFD
Administrator may amend the amount of the Special Tax levied on such Assessor’s Parcel. If following such
consultation and action, if any, by the CFD Administrator, the landowner or resident believes such error still
exists; such person may file a written notice with the City Clerk of the City appealing the amount of the Special
Tax levied on such Assessor’s Parcel. Upon receipt of any such notice, the City Clerk shall forward a copy of
such notice to the City Manager who shall establish as part of the proceedings and administration of the CFD,
a special three -member Review/Appeal Committee. The Review/Appeal Committee may establish such
procedures, as it deems necessary to undertake review of any such appeal. The Review/Appeal Committee
shall interpret this Rate and Method of Apportionment and mak e determinations relative to the annual
administration of the Special Tax and any landowner or resident appeals, as herein specified. The decision of
the Review/Appeal Committee shall be final and binding to all persons.
F. Manner of Collection
Special Taxes levied pursuant to Section D above shall be collected in the same manner and at the same time
as ordinary ad valorem property taxes; provided, however, that the CFD Administrator may directly bill the
Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet the
financial obligations of Area D of the CFD or as otherwise determined appropriate by the CFD Administrator.
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G. Term of Special Tax
Taxable Property in Improvement Area D of the CFD shall remain subject to the Special Tax in perpetuity.
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Attachment A
Description of Long-Term Management Plan
Implement the monitoring, maintenance, reporting, and adaptive management activities required under
the Long-Term Management Plan for the Salt Creek Mitigation Site including but not limited to, invasive
species control, trash removal, site access control, biological monitoring, reporting, and as -needed
remedial or adaptive management actions necessary to ensure the long -term sustainability, habitat
function, and regulatory compliance of preserve and mitigation areas following completion of initial
mitigation and monitoring requirements.
The activities described above are limited to those discrete tasks identified in the Long -Term
Management Plan and are intended to ensure the long-term sustainability and ecological function of the
Mitigation Site in perpetuity following completion of initial mitigation and monitoring requirements.
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ATTACHMENT 3
ISSUES RAISE AT EASTLAKE SELF-STORAGE PROJECT
COMMUNITY MEETING- May 15, 2017
(staff responses include both responses made at the community meeting as well as
current responses based upon initial concerns raised)
Comment
Number
Comment Staff Response
1
Concern over traffic generation from proposed
self-storage facility; they would like there to be
some empirical data over actual trip generation
and question the SANDAG trip generation
model; concern that traffic is already a problem
and the proposed commercial facility will make
matters worse.
Applicant/staff-this is one of the least
impactive uses in terms of traffic
generation.
A traffic letter prepared by LOS
Engineering dated March 28, 2019,
indicated the projected ADT’s of the
project are too low to warrant the
preparation of a Traffic Study.
2
Concern over noise and dust being generated
during the 18 months of construction-recall
what occurred during the construction of SR-
125
Project will be conditioned so that
appropriate Noise and Dust control
measures will be in place prior to
commencement of grading operations.
3 Concern over operational noise especially on
Saturdays; will hours of operation be restricted?
Applicant-they are not proposing a 24
hour operation. A Conditional Use Permit
has been prepared in order to restrict the
hours of operation. Proposed hours of
operation will be 7:00 a.m. to 8:00 p.m.
Monday through Sunday,
3
Lack of public notification-why was there no
formal notifications sent out indicating prior
proposal was no longer being considered?
There is no requirement to provide public
notification to indicate a particular
proposal is no longer being considered.
4
Public notification-request that they send future
notifications beyond 500 foot radius
The current public notice requirement is
500 ft. radius notification for general
notification.
5
Why is the applicant proposing and the City
considering allowing another self-storage
facility when there are three others in the
vicinity?
A Market Study prepared by Haviland
Storage Services in 2019 for the proposed
project which confirmed there is a need
for additional self-storage in the area.
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ATTACHMENT 3
6
Jose Martin-would like a copy of environmental
documentation when it is available. Indicated
there is wildlife and gnatcatchers and other
species.
At the time of preparation of draft
Mitigation Negative Declaration (MND),
a public notice was mailed to all
residents/property owners within 500 foot
radius of the project. The MND was
posted onto the City website and a public
notice of availability for public review
period (September 16, 2019 through
October 16, 2019) was mailed to
residents/property owners within 500 foot
radius of the project.
7.
Doesn’t open space mean the site is like a
greenbelt area never to be developed.
Jeff (City) drew a distinction between two
types of open space. Once type is like a
natural preserve/greenbelt area to remain
open/natural and undeveloped. In the case
of the subject parcel, while the General
Plan is open space the actual OS-3 district
on the parcel assumes that there would be
a limited amount of development uses for
the property. Allowable uses within the
OS-3 zone include: parks and recreation
uses. Conditionally permitted uses
include: fruit and vegetable stands tree
farming, and a horticulture garden. The
applicant is requesting a different OS
designation in order to allow self-storage
which they believe to be a low impact use
of the site.
8. Will the hours of operation be limited? Will
there be limitations of who can use/what can be
stored at the facility-as this could determine the
frequency of visits.
In response to concern these concerns,
staff has required the applicant to submit a
request for a Conditional Use Permit.
Hours of operation are proposed for 7:00
a.m. to 8:00 p.m. Monday through
Sunday.
9. Security concerns as this is a self-storage
facility
Security fencing will be provided around
the perimeter of the facility. Said fencing
must be reviewed and approved prior to
City issuance of building or landscape
permits.
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CITY OF
CHULA VISTA
COMMUNITY
FACILITIES DISTRICT
NO. 97-2, IMPROVEMENT
AREA D
(PRESERVE MAINTENANCE
DISTRICT)
CFD REPORT
June 2026
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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. 97-2 Improvement Area D (Preserve Maintenance District) (CFD No. 97-2 IA D).
This CFD Report includes the following key components:
A general description of CFD No. 97-2 IA D.
A summary of the services required at the time of formation to meet the needs of future development within CFD
No. 97-2 IA D.
The estimated costs of providing the services to CFD No. 97-2 IA D.
A description of the boundaries of CFD No. 97-2 IA D.
For further details, reference is made to Resolution of Intention No. 2026-078, adopted by the City Council on May 19,
2026. 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 CFD No. 97-2 IA D. This action authorizes the consideration of the levy of a special tax within the proposed
district to finance the monitoring, maintenance, operation and management of public property required to be maintained
as open space or habitat preservation or both.
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2. DESCRIPTION OF SERVICES
The types of services authorized to be financed by CFD No. 97-2 IA D include, but are not limited to, the following:
Implement the monitoring, maintenance, reporting, and adaptive management activities required under the Long-
Term Management Plan for the Salt Creek Mitigation Site including but not limited to, invasive species control, trash
removal, site access control, biological monitoring, reporting, and as-needed remedial or adaptive management
actions necessary to ensure the long-term sustainability, habitat function, and regulatory compliance of preserve
and mitigation areas following completion of initial mitigation and monitoring requirements.
The activities described above are limited to those discrete tasks identified in the Long-Term Management Plan and are
intended to ensure the long-term sustainability and ecological function of the Mitigation Site in perpetuity following
completion of initial mitigation and monitoring requirements.
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3. COST ESTIMATE
CFD No. 97-2 IA D is being formed to finance authorized services, and the special tax will be levied on an annual basis in
amounts necessary to pay for the authorized services, incidental expenses, and administrative costs of the district.
The annual cost estimate for CFD No. 97-2 IA D is based on the anticipated cost to provide the services described in Section
2 of this report, including monitoring, maintenance, reporting, and adaptive management activities required under the
applicable Long-Term Management Plan. The amount levied each fiscal year may vary based on the level of services
required, inflationary adjustments, and other factors permitted under the Rate and Method of Apportionment of Special
Tax.
Special tax proceeds may be used to pay for the following categories of costs:
Authorized services described in Section 2 of this report.
Establishing or replenishing the Long-Term Management Reserve Fund.
Administrative expenses of CFD No. 97-2 IA D.
Anticipated delinquencies.
The table below presents the estimated annual costs of the services to be funded by CFD No. 97-2 IA D. These costs
reflect the anticipated expenses associated with implementing the monitoring, maintenance, reporting, and adaptive
management activities described in Section 2, together with related administrative costs and other amounts
necessary to support the ongoing operation of the district.
Invasive Plant Mapping, Trash Monitoring/Mapping, and
Unauthorized Site Access Monitoring/Patrolling 1,040$
Non-native Vegetation Control, Trash Removal and
Monitoring/Patrolling 7,590$
Adaptive Management/
As-Needed Remedial Revegetation 420$
Adaptive Management/
As-Needed Increased Monitoring Frequency 208$
Adaptive Management/
As-Needed Installation of Additional Signage/Fencing 1,464$
Contingency 1,072$
Annual Administrative Fee 2,500$
TOTAL ANNUAL FEES 14,294$
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4. RATE AND METHOD OF APPORTIONMENT
The Rate and Method of Apportionment of Special Tax (“RMA”) for CFD No. 97-2 IA D 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. 97-2 IA D, as permitted by the Mello-Roos Community Facilities Act of 1982 (the “Act”).
All property within CFD No. 97-2 IA D, unless legally exempt or exempt pursuant to the RMA, shall be subject to the levy
of the special tax to fund the authorized services, incidental expenses, and administrative costs of CFD No. 97-2 IA D. 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. These inputs were
provided by the City of Chula Vista, participating developers, 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. 97-2 IA D’s ability to meet its financial obligations.
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5. BOUNDARY MAP AND DESCRIPTION
CFD No. 97-2 IA D is located within the City of Chula Vista and is generally bound by Eastlake Drive and the S Bay
Expressway/Toll Road. At build-out, CFD No. 97-2 IA D is projected to contain a self-storage building.
CFD No. 97-2 IA D encompasses approximately 9.767 net acres within the City of Chula Vista and includes the following
Assessor Parcel Number:
595-070-82
This parcel represents the property proposed to be included within the boundaries of CFD No. 97-2 IA D and are subject
to the levy of special taxes to fund the services 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 53 of Maps of Assessment and Community
Facilities Districts on May 27, 2026, at Page 10 in the office of the County Recorder for the County of San Diego, State of
California, as Document No. 2026-7000238.
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APPENDIX A
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES
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Rate and Method of Apportionment of Special Tax
City of Chula Vista Community Facilities District No. 97-2
(PRESERVE MAINTENANCE DISTRICT)
Improvement Area D
A Special Tax of Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of
Chula Vista ("CFD") shall be levied on all Assessor's Parcels in Improvement Area D of the CFD and
collected each Fiscal Year commencing with Fiscal Year 2025-2026 in an amount determined through the
application of the rate and method of apportionment of the Special Tax set forth below. All of the real
property within Improvement Area D of the CFD, unless exempted by law or by the provisions hereof,
shall be taxed for the purposes, to the extent and in the manner herein provided.
A. 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
Subdivision Map, other final map, other parcel map, other condominium plan, or functionally equivalent
map or instrument recorded in the Office of the County Recorder. The Acreage of a Parcel shall be
calculated to the nearest one-hundredth (1/100) of an acre. The square footage of an Assessor's Parcel is
equal to the Acreage multiplied by 43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Part 1,
Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for and on
behalf of the CFD as the administrator thereof, to determine, levy and collect the Special Taxes, including
salaries of City employees and a proportionate amount of the City’s general administrative overhead
related thereto, and the fees of consultants and legal counsel providing services related to the
administration of the CFD; the costs of collecting installments of the Special Taxes; and any other costs
required to administer Area D of the CFD as determined by the City.
"Assessor's Parcel" or “Parcel” means a lot or parcel shown in an Assessor's Parcel Map with an assigned
assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
assessor's parcel number.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining the
Special Tax Requirement and providing for the levy and collection of the Special Taxes.
"CFD" means Community Facilities District No. 97-2 (Preserve Maintenance District) of the City of Chula
Vista.
"City" means the City of Chula Vista.
"City Clerk" means the City Clerk for the City of Chula Vista or his or her designee.
"City Manager" means the City Manager for the City of Chula Vista or his or her designee.
"Council" means the City Council of the City of Chula Vista, acting as the legislative body of the CFD.
"County" means the County of San Diego, California.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
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"Improvement Area D" or "Area D" means Improvement Area D of the CFD, as identified on the
boundary map for the CFD as amended from time to time.
“Initial Maintenance Period” means a minimum period of five (5) Fiscal Years commencing with Fiscal
Year 2026-2027 until the Fiscal Year in which the City formally accepts the public improvements associated
with Improvement Area D, for ongoing long-term management and periodic costs. During this period, the
Special Tax may be levied at a reduced level, as determined by the City, for the purpose of partially funding
maintenance obligations and establishing a Long-Term Management Reserve Fund to support long-term
management costs.
"Long-Term Management Plan" means the “Eastlake Storage Mitigation Project Long-Term Management
Plan” dated June 2025, prepared for the mitigation site located within the Salt Creek riparian corridor in
the Otay Ranch Preserve (the “Mitigation Site”),
"Long-Term Management Program" means the perpetual management, maintenance, monitoring,
reporting, and adaptive management activities required to be performed pursuant to the applicable Long-
Term Management Plan, including but not limited to, invasive species control, trash removal, site access
control, biological monitoring, reporting, and as-needed remedial or adaptive management actions
necessary to ensure the long-term sustainability, habitat function, and regulatory compliance of preserve
and mitigation areas following completion of Initial Maintenance Period and monitoring requirements.
"Long-Term Management Fund Requirement" means, for any Fiscal Year, an amount equal to the
Improvement Area D’s fair share of the budgeted costs of the Long-Term Management Program. Each
Improvement Area’s “fair share” shall be based on its proportionate benefit, acreage, or other allocation
methodology as determined in accordance with the applicable Rate and Method of Apportionment.
“Long-Term Management Reserve Fund” means, fund established and maintained by the CFD to
accumulate amounts over time to pay for periodic, non-annual, and as-needed costs of the Long-Term
Management Program that are not incurred on an annual basis, including, without limitation, adaptive
management measures, remedial actions, revegetation, increased monitoring, repair or replacement of
site improvements, to the extent such costs are identified in the Long-Term Management Plan as
occurring on a periodic or as-needed basis.
“Long-Term Management Reserve Fund Requirement” means, for any Fiscal Year, the amount
determined by the CFD Administrator to be deposited into the Long-Term Management Reserve Fund,
based on the annualized costs of periodic and non-annual activities identified in the Long-Term
Management Plan, such that sufficient funds are available when such costs are incurred.
"Management Fund" means a fund that shall be maintained within the CFD for each Fiscal Year to pay
the costs of the Long-Term Management Program for the Mitigation Site, including ongoing
management, maintenance, monitoring, reporting, and adaptive management activities, together with
applicable Administrative Expenses.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section C
below that may be levied in any Fiscal Year on any Assessor’s Parcel of Taxable Property.
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D below in each
Fiscal Year on each Assessor's Parcel of Developed Property and Undeveloped Property in Area D to fund
the Special Tax Requirement.
"Special Tax Requirement" means for any Fiscal Year for Area D the amount required to be levied in
such Fiscal Year to: (i) pay the Long-Term Management Fund Requirement; (ii) pay any amounts required
to establish or replenish the Long-Term Management Reserve Fund to the Long-Term Management
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Reserve Fund Requirement; (iii) Administrative Expenses; and (iv) pay for reasonably anticipated
delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the previous Fiscal
Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of Area D of the CFD that
are not exempt from the Special Tax pursuant to law or as defined below.
B. Assignment to Categories of Special Tax
Each Fiscal Year, using the definitions above, all property within Improvement Area D of the CFD shall be
classified as Taxable Property or Exempt Property. Taxable Property shall be subject to Special Taxes
pursuant to Sections C and D below.
C. Maximum Special Tax Rate
Taxable Category
The Maximum Special Tax for Fiscal Year 2025-2026 are the rates set forth in Table 1 below.
TABLE 1
Maximum Special Tax
Community Facilities District No. 97-2 Improvement Area D
(Fiscal Year 2025-2026)
Long Term
Management Fund
Requirement
Long Term
Management Reserve
Fund Requirement &
Administrative
Expenses
Total Long-Term
Management Program
Costs
$990 / acre $473 / acre $1,463 / acre
Exempt Category
The Exempt Category includes each property owned, conveyed or irrevocably offered for dedication to
a public agency, or land which is in the public right-of-way, unmanned utility easements which make
utilization for other than the purpose set forth in the easement impractical, common areas, private
streets and parks, and open space lots, and any property that is otherwise exempt from the levy of special
taxes pursuant to Government Code Section 53340(c) (“Exempt Category”).
Annual Escalation of Maximum Special Tax
The Maximum Special Tax as shown in the tables above that may be levied on each Assessor’s Parcel in
Improvement Area D, shall be increased each Fiscal Year beginning in Fiscal Year 2026-2027 and
thereafter by a factor equal to the annual percentage change in the San Diego Metropolitan Area
Consumer Price Index for All Urban Consumers (CPI-U, All Items) or zero percent (0%), whichever is
greater.
D. Method of Apportionment of the Special Tax
During the Initial Maintenance Period
During the Initial Maintenance Period, the Special Tax shall be levied at a reduced level, as determined
annually by the City, sufficient to fund a portion of the Special Tax Requirement and to establish and build
the Long-Term Management Reserve Fund. The City shall determine the percentage of the Maximum
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Special Tax to be levied during the Initial Maintenance Period based on anticipated future maintenance
costs and required reserve levels, provided the Special Tax during the Initial Maintenance Period shall not
exceed the Special Tax Requirement. The Special Tax shall be apportioned to Parcels in accordance with
the methodology set forth in Steps 1 through 3 below, after applying such reduced levy.
Following the Initial Maintenance Period
Commencing in the first Fiscal Year following the Initial Maintenance Period, the Special Tax shall be
levied up to the full amount necessary to fund the Special Tax Requirement and shall be apportioned to
Parcels in accordance with Steps 1 through 3 below.
Step 1: Determine the maximum revenue that could be generated by applying the Maximum Special Tax
rates set forth in Table 1 (as such rates may be annually escalated pursuant to Section C) to all Parcels.
Step 2: If the total revenue calculated in Step 1 is greater than the Special Tax Requirement for
Improvement Area D, reduce the Special Tax for each Parcel proportionately so that the total Special Tax
levy for the Fiscal Year is equal to the Special Tax Requirement.
Step 3: In the event that the Special Tax Requirement for Improvement Area D includes amounts
attributable to delinquent Special Taxes from the prior Fiscal Year, the City shall determine the amount
of such delinquent Special Taxes and may identify the Parcels and owners associated with such
delinquencies. To the extent permitted by law, the City may levy and collect such delinquent amounts
from the applicable Parcels and/or owners. Any remaining portion of the Special Tax Requirement shall
be allocated and levied in accordance with Steps 1 through 2 above.
Notwithstanding the above, under no circumstances will the Special Tax levied against any Assessor’s
Parcel be increased by more than ten percent (10%) annually up to the Maximum Special Tax as a
consequence of delinquency or default by the owner of any other Assessor's Parcel within Area D of the
CFD.
E. Appeals
Any landowner or resident who pays the Special Tax and believes that the amount of the Special Tax
levied on their Assessor’s Parcel is in error shall first consult with the CFD Administrator regarding such
errors. If following such consultation, the CFD Administrator determines that an error has occurred; the
CFD Administrator may amend the amount of the Special Tax levied on such Assessor’s Parcel. If
following such consultation and action, if any, by the CFD Administrator, the landowner or resident
believes such error still exists; such person may file a written notice with the City Clerk of the City
appealing the amount of the Special Tax levied on such Assessor’s Parcel. Upon receipt of any such
notice, the City Clerk shall forward a copy of such notice to the City Manager who shall establish as part
of the proceedings and administration of the CFD, a special three-member Review/Appeal Committee.
The Review/Appeal Committee may establish such procedures, as it deems necessary to undertake
review of any such appeal. The Review/Appeal Committee shall interpret this Rate and Method of
Apportionment and make determinations relative to the annual administration of the Special Tax and
any landowner or resident appeals, as herein specified. The decision of the Review/Appeal Committee
shall be final and binding to all persons.
F. Manner of Collection
Special Taxes levied pursuant to Section D above shall be collected in the same manner and at the same
time as ordinary ad valorem property taxes; provided, however, that the CFD Administrator may directly
bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to
meet the financial obligations of Area D of the CFD or as otherwise determined appropriate by the CFD
Administrator.
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G. Term of Special Tax
Taxable Property in Improvement Area D of the CFD shall remain subject to the Special Tax in perpetuity.
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Attachment A
Description of Long-Term Management Plan
Implement the monitoring, maintenance, reporting, and adaptive management activities required under
the Long-Term Management Plan for the Salt Creek Mitigation Site including but not limited to, invasive
species control, trash removal, site access control, biological monitoring, reporting, and as-needed
remedial or adaptive management actions necessary to ensure the long-term sustainability, habitat
function, and regulatory compliance of preserve and mitigation areas following completion of initial
mitigation and monitoring requirements.
The activities described above are limited to those discrete tasks identified in the Long-Term
Management Plan and are intended to ensure the long-term sustainability and ecological function of the
Mitigation Site in perpetuity following completion of initial mitigation and monitoring requirements.
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APPENDIX B
BOUNDARY MAP
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August 11, 2026
1
Item 7.1
City Council Meeting
Annexation of Eastlake Self Storage Property
into CFD 97-2: Otay Ranch Preserve Maintenance and
Monitoring
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PUBLIC HEARING PURPOSE
•Complete the CFD annexation process initiated by
the City Council on May 19, 2026.
•Annex the Eastlake Self Storage property into
Improvement Area "C" (Annexation No. 14).
•Establish new Improvement Area "D" and
complete Annexation No. 1 into the new
Improvement Area.
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CITY COUNCIL DIRECTION
July 14 City Council Meeting
•At the July 14 th Meeting, City Council:
i.received public comments;
ii.directed staff to work with the developer to consider
removing the access off St Germain
iii.continue the item to August 11, 2026 CC Meeting
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CITY COUNCIL DIRECTION
•Fire Marshal confirmed the revised design meets
applicable fire access requirements without St.
Germain Rd. connection
•Developer agreed to remove the St. Germain Rd
access from the project.
•Developer met with residents on July 20, 2026, to
discuss community concerns
•Revised circulation plans were submitted August
4th for City review
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Original
Revised
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PROJECT LOCATION
Sesame Place /
Amphitheatre
Village 3
Quarry
MSCP Preserve Area
Industrial
O River Valley / Preserve Area
Industrial / Residential
PROJECT SITE
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CFD NO. 97-2 BACKGROUND
•CFD No. 97-2 was established in 1998 to provide long-term
funding for the Otay Ranch Open Space Preserve.
•Improvement Area "C" funds:
-Resource Monitoring Program
-Preserve Operations and Maintenance
•New Improvement Area "D" provides
-dedicated funding for long-term management of
wetland; and
-riparian mitigation lands within the Salt Creek
Riparian Corridor
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STORAGE PROJECT HISTORY
•Land was part of land swap with the City in 2011
•Project approved by the City Council in 2020
•Public outreach included:
•Notice of Application (January 31, 2017)
•Community Meeting (May 15, 2017)
•Planning Commission Hearing (February 12, 2020)
•City Council Hearings (March 17 and April 7, 2020)
•As a condition of approval, the property must
annex into CFD No. 97 -2
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IMPROVEMENT AREAS & SPECIAL TAXES
Improvement Area "C“
•Existing special tax funds preserve monitoring and
operations.
Improvement Area "D“
•Funds implementation of the Long-Term Management
Plan.
•Includes biological monitoring, maintenance, invasive
species control, reporting, and adaptive management.
•Maximum FY 2025-26 special tax: $1,463 per acre (subject
to annual CPI adjustment).
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RECOMMENDATIONS
I.Conduct Public Hearing
II.Adopt resolutions to:
A.Authorize submittal of levy of special taxes to qualified electors
for Improvement Area “C” and Improvement Area “D”
B.Declare the results of a special election for the levy of special
taxes within Improvement Area “C” Annexation No. 14 and
Improvement Area “D” Annexation No. 1, and to add this
territory to CFD No. 97 -2
C.Declare results of the special election to levy special taxes within
Improvement Area “D”
D.Approve First Reading of Ordinance Page 209 of 402
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v . 0 0 5 P a g e | 1
August 11, 2026
ITEM TITLE
Council Policies: Consider Approving a Resolution Amending City Council Policy 576-16 Installation of
Pedestrian Crosswalks
Report Number: 26-0107
Location: Citywide
Department: Engineering
G.C. § 84308 Regulations Apply: No
Environmental Notice: This activity is not a “Project” as defined under Section 15378 of the California
Environmental Quality Act Guidelines. Therefore, pursuant to State Guidelines Section 15060(c)(3) no
environmental review is required.
Recommended Action
Adopt a resolution to amend City Council Policy No. 576-16 “Installation of Pedestrian Crosswalks”.
SUMMARY
The purpose of this Policy is to establish minimum criteria for the installation of pedestrian crosswalks
between intersections or at intersections that are not controlled by stop signs or traffic signals and to provide
guidance for crosswalk treatments based on roadway conditions.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
(CEQA), and it has been determined that the activity is not a “Project” as defined under Section 15378 of the
State CEQA Guidelines because it will not result in a physical change in the environment. Therefore, pursuant
to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no
environmental review is required.
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BOARD/COMMISSION/COMMITTEE RECOMMENDATION
The Traffic Safety Commission, at their meeting on January 8, 2026, concurred with staff’s recommendation
that the City Council amend City Council Policy 576-16 Installation of Pedestrian Crosswalks (the “Policy”).
DISCUSSION
Existing Policy Background
City Council Policy No. 576-16 “Installation of Pedestrian Crosswalks” was approved in April 1978. At that
time, the City of Chula Vista’s (“City”) population was less than 80,000 people, there were no disabled
pedestrian access standards, curb ramps, or pedestrian-activated flashing beacon crossings, and the primary
motivation in the field of traffic engineering was conveying the most passenger vehicles with minimal delay
while accommodating pedestrians where they would minimally impact drivers. Since that time, the City has
more than tripled in size, the Americans with Disabilities Act (ADA) and Public Right of Way Access
Guidelines (PROWAG) have become broadly accepted standards for pedestrian access, and focus has shifted
from solely conveying passenger vehicles to providing infrastructure and traffic control measures for all
transportation modes. This item represents a comprehensive update to the Policy to guide future crosswalk
installation decisions.
The existing Policy provides warrant criteria for the installation of an uncontrolled pedestrian crosswalk
considering the following three primary factors:
1. Pedestrian Volume – How many pedestrians are observed crossing during the peak hour (any
existing crossing with less than ten observed pedestrian crossings would warrant a crosswalk).
2. “General Conditions” – Site-specific conditions that support pedestrian crossing, such as helping with
pedestrian navigation, directing pedestrians to shorter crossing distances, improving visibility of
pedestrians, and limiting pedestrian exposure to vehicles.
3. Gap Time – How many gaps between vehicles are sufficiently large for a pedestrian to cross without
conflicting with a passing vehicle in an average five-minute period.
Proposed Policy
The proposed Policy preserves the point-based criteria and some of the existing factors, but updates point
weights and site conditions criteria to reflect current federal and state standards for pedestrian traffic
control and right-of-way. The proposed Policy begins with screening criteria that are primarily relevant to
mid-block conditions but can be applied to any uncontrolled crossing. The initial screening criteria
determines whether further data gathering for the complete point-based study is warranted.
The initial screening criteria are:
Do at least 5 pedestrians cross the location during the peak hour OR does the crossing serve a major
pedestrian generator?
Is the crossing at least 300 feet from the nearest pedestrian crossing?
Is the prevailing speed of vehicles less than 40 mph?
Is there vehicle stopping sight distance of at least 10 times the speed limit or will the visibility of
pedestrians be improved?
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The proposed Policy then proceeds to the point-based criteria similar to the existing Policy, evaluating the
following factors:
1. Pedestrian Volume – Similar to existing Policy
2. Pedestrian Setting/Generators – Whether the crossing is connecting pedestrian generators or
dedicated pedestrian pathways to account for potential latent demand
3. General Factors – Site-specific factors of the crossing such as distance to the nearest controlled
crossing, pedestrian visibility to motorists, proximity to a transit stop, the road being crossed is
lower volume and speed
4. Gap Time – similar to existing Policy
In addition to the warrant criteria, the proposed Policy provides guidance for appropriate crossing
treatments at a warranted crossing based on observed vehicular volume, crossing distance, and prevailing
vehicular speeds. Depending on the combination of these factors, crossing treatments may range from a
marked crosswalk with standard signage to a crosswalk with signage and rectangular rapid flashing beacons
or ultimately a pedestrian hybrid beacon crossing.
Conclusion
In summary, the updated criteria in the proposed Policy equip staff with updated standards for implementing
pedestrian crossings and appropriate crossing treatments using established methods and modern criteria
that efficiently determine how to address a request for an uncontrolled pedestrian crossing.
The following items summarize the significant changes in the proposed amended Policy:
The observed crossing pedestrian threshold for screening whether to study a potential crosswalk
was halved;
There is more consideration for adjacent land uses and site factors to account for latent pedestrian
demand for the crossing;
The points threshold for constructing a marked crosswalk was reduced by approximately nine
percentage points relative to the existing Policy; and
There is additional guidance for adding crosswalk enhancements.
Authorization of City Engineer or Designee
Consistent with Chula Vista Municipal Code Section 10.76.010 which authorized the City Engineer to
establish, designate, and maintain crosswalks at intersections and other locations, staff recommends that the
City Council authorize the City Engineer or designee to adopt and approve on behalf of the City future
revisions to Table 2: Crosswalk Treatment Screening of the proposed Policy. This delegated authority would
facilitate and expedite adoption of future amendments to the proposed Policy.
Public Outreach
In addition to presenting the proposed policy update to the Traffic Safety Commission on January 8, 2026,
staff presented and answered questions regarding the proposed policy update to the Bike-Walk Chula Vista
advisory group at their February 4, 2026 meeting. Staff did not receive requests to modify the draft policy as
presented at either meeting.
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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 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.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact as a result of this action.
ATTACHMENTS
1. Traffic Safety Commission Resolution No. SC-2026-001
2. Revised City Council Policy 576-16 Installation of Pedestrian Crosswalks
3. Existing City Council Policy 576-16 Installation of Pedestrian Crosswalks
Staff Contact: Luis Schaar, PE, Director of Engineering/City Engineer
Eddie Flores, PE, Assistant Director of Public Works/City Traffic Engineer
Paul Oberbauer, PE, TE, Principal Traffic Engineer
Oscar Cortes, PE, Senior Traffic Engineer
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AMENDING CITY COUNCIL POLICY 576-16
INSTALLATION OF PEDESTRIAN CROSSWALKS
WHEREAS, on April 25, 1978, the City Council adopted Resolution No. 9086 that
established City Council Policy 576-16 “Installation of Pedestrian Crosswalks” (“Policy”); and
WHEREAS, federal, state, and City of Chula Vista (“City”) standards have been adopted
and new pedestrian crossing treatments have been developed subsequent to the Policy that reflect
evolving priorities in the field of traffic engineering since the initial adoption of the Policy; and
WHEREAS, the City’s population has more than tripled since adoption of the Policy and
its roadway network has grown correspondingly; and
WHEREAS, the City Council desires to amend the Policy, attached hereto as Exhibit 1, to
update criteria for constructing crosswalks and associated enhancements to reflect established
contemporary industry practices and traffic control devices for the installation of pedestrian
crosswalks in the City; and
WHEREAS, in compliance with Chula Vista Municipal Code Section 10.76.010, staff
recommends authorizing the City Engineer or designee to adopt and approve on behalf of the City
future amendments to Table 2: Crosswalk Treatment Screening in the Policy.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it approves revised Council Policy 576-16 Installation of Pedestrian Crosswalks, attached
hereto as Exhibit 1, in the form presented, with such minor modifications as may be required or
approved by the City Attorney.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it
authorizes the City Engineer or designee to adopt and approve on behalf of the City future revisions
to Table 2: Crosswalk Treatment Screening in Council Policy 576-16 Installation of Pedestrian
Crosswalks.
Presented by Approved as to form by
Luis Schaar, PE Marco A. Verdugo
Director of Engineering & Capital Projects/ City Attorney
City Engineer
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ESOLUTION NO. SC-2026-001
RESOLUTION OF THE TRAFFIC SAFETY COMMISSION
OF THE CITY OF CHULA VISTA RECOMMENDING THAT
THE CITY COUNCIL OF THE CITY OF CHULA VISTA
AMEND CITY COUNCIL POLICY NO. 576-16
INSTALLATION OF PEDESTRIAN CROSSWALKS”
WHEREAS, on April 25, 1978, the City Council adopted Resolution No. 9086 that
established City Council Policy No. 576-16 “Installation of Pedestrian Crosswalks” (“Policy”);
and
WHEREAS, the new federal and City standards have been adopted and new pedestrian
crossing treatments have been developed subsequent to the Policy that reflect evolving priorities
since the initial adoption of the Policy; and
WHEREAS, Chula Vista’s population has more than tripled since adoption of the Policy
and its roadway network has grown correspondingly; and
WHEREAS, as part of its routine operational activities, Traffic Engineering staff
determined that an amendment to the Policy to reflect current transportation priorities,
technologies, and standards would be appropriate to inform future evaluations and procured the
services of a consultant to prepare said amended Policy.
NOW, THEREFORE, BE IT RESOLVED that the Traffic Safety Commission of the City
of Chula Vista does hereby recommend that the City Council amend the Policy in accordance
with staff’s recommendation.
ACTION by the Traffic Safety Commission of the City of Chula Vista, California, this 8th day of
January 2026, by the following vote:
AYES: Commissioners: Caudillo, DeMarco, Galicia, Luke, Marroquin, Orso-Delgado
NAYS: Commissioners: None
ABSENT: Commissioners: Becerra-Firsht
Pedro Orso-Delgado, Chair
ATTEST:
Florence Picardal, Secretary
Docusign Envelope ID: 609A0058-235A-4334-B8C9-4D241E9E7BC0
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 1 of 7
I. BACKGROUND
Crosswalks function to connect pedestrians through a network of sidewalks. Crosswalks can be
categorized as either marked or unmarked. Marked crosswalks are delineated by white or yellow painted
markings placed on the pavement that extend from curb to curb. Crosswalks without white or yellow
painted markings on the pavement are considered unmarked crosswalks. Pedestrians have the right-of-
way in both marked and unmarked crosswalks.
Marked crosswalks are typically placed at intersections where there is substantial conflict between
pedestrians and vehicles, where there is significant pedestrian activity, and/or where traffic movements
are controlled, such as all-way stop-controlled intersections and signalized intersections. Marked
crosswalks can also serve the purpose of guiding pedestrians onto a preferred path, encouraging
pedestrians to use a particular crossing such as in the use of uncontrolled midblock marked crosswalks.
To enhance pedestrian safety, California enacted the “Daylighting Law” via Assembly Bill 413 (AB 413)
which became effective in January 2025. This new state law made it illegal to park within 20 feet of the
vehicle approach side of any marked or unmarked crosswalk, regardless of whether red curbs or signage
is posted. California Vehicle Code (CVC) Section 22500 (n) provides that “[a] person shall not stop, park,
or leave standing…” any vehicle within 20 feet of the vehicle approach side of any marked or unmarked
crosswalks or within 15 feet of any crosswalks with curb extension. It is important to note that the City
of Chula Vista already had a similar law in place under Municipal Code Section 10.52.070.
The City’s original “Installation of Pedestrian Crosswalks” Council Policy was adopted on April 25, 1978
per Council Resolution No. 9086. This latest revision to the City’s “Installation of Pedestrian Crosswalks”
policy was developed to provide a methodology that is representative of current best practices, but suited
to the context of Chula Vista. In addition, this revised policy considers several factors and criteria
described in the Federal Highway Administration’s (FHWA) Guide for Improving Pedestrian Safety at
Uncontrolled Crossing Locations which provides guidance on the use of various pedestrian-related safety
measures, such as uncontrolled crossings, crosswalk visibility enhancements, pedestrian refuge islands,
rectangular rapid flashing beacons, pedestrian hybrid beacons, and other measures.
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 2 of 7
Finally, this revision also aims to highlight key regulatory provisions related to crosswalks. These include
recent updates to the CVC concerning parking restrictions near crosswalks, rules governing when
pedestrians may legally cross outside of designated crosswalks, and requirements for e-scooter operators
to stop, dismount, and walk their device across a roadway—such as at a crosswalk—when making a turn,
in accordance with applicable pedestrian regulations under the CVC.
REGULATORY REFERENCES
The following is a list of CVC and Chula Vista Municipal Code (CVMC) sections with their content
briefly summarized that are relevant to this Policy (Note: the summarized content is for informational
purposes only, refer to CVC or CVMC, as appropriate, for specific regulations):
CVC 275 – Definition of “Crosswalk”
CVC 21950 – Requires that drivers of vehicles (including but not limited to motor vehicles, bicycles
[CVC 21200], and motorized scooters [CVC 21221]) yield to pedestrians and operate “the vehicle as
necessary to safeguard the safety of the pedestrian.”
CVC 21228 – When turning, e-scooter riders must stop, dismount and walk across roadway on foot,
subject to restrictions on pedestrians per Chapter 5 of CVC.
CVC 21954 – Requires that pedestrians in roadways outside of marked crosswalks or unmarked
crosswalks at intersections yield to vehicles; however, it allows for them to be present or cross if they
are not placing themselves in immediate danger of a collision and are exercising due care for their
safety.
CVC 22500 – “Daylighting Law”
CVMC 10.08.080 – Definition of “Crosswalk”
CVMC 10.52.070 – Prohibits parking vehicles in a crosswalk or within 20 feet of a crosswalk at an
intersection
CVMC 10.73.110 – Prohibits parking electric micromobility vehicles within 15 feet of a marked or
unmarked crosswalk
CVMC 10.76.010 – Authorizes the City Engineer to establish, designate and maintain crosswalks
CVMC 10.76.020 – Prohibits installing crosswalks on blocks less than 600 feet in length and shall be
located as nearly as practicable at midblock
CVMC 10.76.030 – City Engineer may place signs directing that pedestrians shall not cross in the
crosswalk indicated
CVMC 10.76.040 – Pedestrians must only cross roadways in business districts at crosswalks
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 3 of 7
II. PURPOSE
The purpose of this policy is to establish minimum criteria for the installation of pedestrian crosswalks
between intersections or at intersections that are not controlled by stop signs or traffic signals and to
provide guidance for crosswalk treatments based on roadway conditions.
III. POLICY
Staff shall conduct a study pursuant to this policy in order to determine whether installation of a marked
crosswalk is warranted at a given location. If a location being considered for installation of a marked
crosswalk does not meet the criteria of this policy, the City Engineer or designee may exercise engineering
judgment in determining whether a marked crosswalk is recommended or appropriate at that location.
STEP 1: BASIC SCREENING CRITERIA EVALUATION
The following basic screening criteria are applied to determine if a proposed crosswalk location is suitable
for further evaluation:
Pedestrian Demand: Is the pedestrian volume at the proposed crosswalk equal to 5 pedestrians 1
or more per hour during the peak pedestrian hour? If “No”, is the proposed crosswalk on a direct
route to or from a pedestrian generator, such as a school, library, senior center, shopping center,
park, or employment center?
Distance to Nearest Controlled Crossing: Is the proposed crosswalk location farther than 300
feet from the nearest controlled pedestrian crossing2 (measured from the nearest edge of the
proposed marked crosswalk to the closest edge of the controlled crossing)?
Approach Speed: Is the 85th percentile approach speed of the roadway that the proposed
crosswalk would traverse less than 40 mph3?
1 The California Manual on Uniform Traffic Control Devices (CAMUTCD) addresses mid -block crossings for signalization using 20
persons per hour demand as the lowest threshold for pedestrian hybrid beacon installation on higher speed roadways. However,
existing volume of pedestrian demand is difficult to assess in the absence of a crossing; therefore, observed existing crossing dem and
of five pedestrians per hour is appropriate for an unmarked and uncontrolled location for consideration of a marked crosswalk .
2 Per the CAMUTCD, midblock crossings should not be signalized if located within 300 feet of another traffic control signal unl ess
the new signal will not restrict the progressive movement of traffic.
3 Per the CAMUTCD, midblock crosswalks shall not be installed if posted speed limits exceed 40 mph.
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 4 of 7
Sight Distance: Does the proposed crosswalk location have a sight distance (in feet) that is greater
than 10 times the posted speed limit (in mph)4 or will the sight distance be improved prior to
installation of the crosswalk?
STEP 2: POINT SYSTEM EVALUATION
If all basic screening criteria are satisfied (i.e., answered as “Yes”), then the proposed crosswalk shall be
further evaluated based on a point system, utilizing the following four warrant categories:
1. Pedestrian Volume – Assigns points based on the number of pedestrian crossings in a peak hour
at the proposed crosswalk
2. Pedestrian Setting/Generators – Assigns points based on where the proposed crosswalk is located
relative to pedestrian paths and land uses
3. General Factors – Assigns points based on various factors such as distance to nearest controlled
crossing and vehicle volume
4. Gap Time – Assigns points based on the average number of adequate gaps in vehicle traffic at the
proposed crosswalk
Table 1 presents the point system scoring evaluation, noting the point value to be awarded by each
question within the warrant categories. The point system includes a combination of “Yes/No” questions
and data-related questions.
In order for a location to satisfy the point system warrant evaluation, a threshold of 24 points must be
achieved, which equates to 48% of the possible 50 points.
STEP 3: CROSSWALK TREATMENT EVALUATION
If the proposed crossing location meets both the Basic Screening and Point System warrants, then the most
appropriate crossing treatments to be installed with the marked crosswalk are evaluated. The crossing
treatments are based on:
1. Roadway Average Daily Traffic (ADT);
2. Roadway Configuration; and
3. Roadway Speed Limit.
4 Per the CAMUTCD, sight distance in feet is 10 times the posted speed limit in miles per hour.
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 5 of 7
Table 2 presents thresholds for identifying supplemental crossing treatments to be considered with the
installation of new marked crosswalks.
Generally, minimum treatments for an uncontrolled marked crosswalk include lighting with warning
signage and associated pavement markings. As the roadway traffic volume, speed limit, and crossing
distance increase, additional treatments become applicable. Intermediate treatments applicable to
narrower, lower speed roads include additional warning signage, rectangular rapid flashing beacons, or
traffic calming measures such as raised crosswalks or speed feedback signs. The widest roads with higher
traffic volumes and speed limits would limit applicability of traffic calming measures and increase the
likelihood that pedestrian hybrid beacons or traffic signals, which stop traffic for pedestrians, would be
warranted.
In compliance with CVMC Section 10.76.010, the City Engineer or designee is authorized to adopt and
approve on behalf of the City future amendments to Table 2 in this Policy. In addition, the installation of
any supplemental traffic control devices at a proposed uncontrolled crossing meeting both the Basic
Screening and Point System warrants will be as determined by the City Engineer or designee.
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 6 of 7
Table 1: Marked Crosswalk Point System Evaluation
Point Warrant 1: Pedestrian Volume
Number of Crossings in Peak Hour (select one) Point
Value
Available
Points
Enter
Value
Points
Awarded
0 to 10 0
12 11 to 25 6
More than 25 12
Point Warrant 2: Pedestrian Setting/Generators
Condition (Yes/No?) Point
Value
Available
Points Yes/No? Points
Awarded
2a. The proposed crosswalk is in a commercial, mixed land
use, or high density residential area. 3
10
2b. A pedestrian or shared use path is interrupted by a
restricted crossing. 3
2c. A pedestrian attractor/generator is directly adjacent to the
proposed crosswalk. 4
Point Warrant 3: General Factors
Condition (Yes/No?) Point
Value
Available
Points Yes/No? Points
Awarded
3a.1 Nearest controlled crossing is greater than 500 feet from
the proposed crosswalk. 5
23
3a.2 OR, the nearest controlled crossing is greater than
300 feet from the proposed crosswalk. 2
3b. The proposed crosswalk will position pedestrians to be
better seen by motorists. 5
3c. The proposed crosswalk will establish a mid-block
crossing between adjacent signalized intersections that are 750
feet or more apart.
4
3d. The proposed crosswalk is located within 100 feet of an
existing bus stop. 4
3e. The ADT of the roadway that the proposed crosswalk
would traverse is between 3,000 and 15,000 vehicles per day
and the speed limit is 35 mph or less.
5
Point Warrant 4: Gap Time
Average Number of Adequate Vehicular Gaps
(per 5-minute period)
Point
Value
Available
Points
Enter
Value
Points
Awarded
0-0.99 0
5
1-2.99 3
3-3.99 5
4-5.99 3
6 or more 0
Page 222 of 402
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CITY COUNCIL POLICIES
POLICY NAME: Installation of Pedestrian Crosswalks POLICY NUMBER: 576-16
Effective Date: TBD Last Revised Date: 04/25/1978
Status: Proposed Page: 7 of 7
Table 2: Crosswalk Treatment Screening
Crossing
Distance1
Roadway ADT (vehicles per day) or Speed Limit (miles per hour)
<1,500 and
25 mph
1,501 – 5,000 or
25 mph
5,000 – 12,000 or 30
mph
12,001 – 15,000 or 35
mph > 15,000 or 40 mph
< 40 feet A B B C C D2
40 to 52
feet A B C C D2 D
> 52 feet &
< 80 feet A B C2 C D2 D D
1. Crossing distance can be measured to a pedestrian island if one is present.
2. For streets with more than one lane at an approach or posted speed limit of 30 mph or greater.
Category Crossing Treatments*
A
The following are required:
(W11-2) Pedestrian Warning signage with the corresponding (W16-7P) arrow plaque as shown in CA MUTCD
Section 2C.50
Installation of a street light (if missing) shall be required if the crossing is warranted
B
At least one of the following is required:
(W11-2) Pedestrian Warning signage with the corresponding (W16-7P) arrow plaque as shown in CA MUTCD
Section 2C.50
Installation of a street light (if missing) shall be required if the crossing is warranted
(R1-6) State Law – Yield to Pedestrian sign if median or signal mast arm is present
Raised crosswalk or other traffic calming treatments
C
At least two of the following are required:
Radar Feedback Signs
Striping changes such as narrower lanes, painted medians, road diets, or other speed reducing treatments.
Rectangular Rapid Flashing Beacons (RRFBs)
Staggered crosswalks and pedestrian refuge island
Other supplemental safety measures identified by City Engineer
D
A traffic signal is required if the CA MUTCD warrants are met and it is recommended by a traffic engineering
study. Otherwise, the following is required:
Pedestrian Hybrid Beacon if the CA MUTCD warrants are met
* Accessible pedestrian curb ramps shall be installed (if missing) if the crossing is warranted.
HISTORY
DATE ACTION RESOLUTION NO.
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City of Chula Vista - City Council
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City of Chula Vista - City Council
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.2
Council Policies:
Consider Approving a Resolution Amending
City Council Policy 576-16 Installation of
Pedestrian Crosswalks
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Council Policy 576-16 was
adopted in the 1970s.
Since then...
~2x
~3x
Growth of Chula Vista
Area
Population
Americans with
Disabilities Act (ADA)
Complete Streets
Policies
Safe System Approach
to Traffic
Management
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Existing Policy
•Adopted in 1978
•Sets criteria for installing
marked crosswalks where they
don’t exist at uncontrolled
crossings
•Uncontrolled crossings are
where there are no stop signs
or traffic signals
•Developed at a time when
efficient conveyance of
vehicles was top priority
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Proposed Policy
Follows a 3-step analysis process answering the questions: Should it be studied further?
Is a marked crosswalk warranted? If warranted, what should the crosswalk include?
Basic Screening Criteria
Pedestrian demand,
Traffic volume,
Site characteristics
Point System Evaluation
Crosswalk Treatment Evaluation
Assigns points to screening
criteria, adds Pedestrian
generators, Gaps in traffic
Suggests enhancements
based on traffic volume,
speed, road width
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Key Updates
Halved Existing Screening Threshold
Need to observe 5 pedestrians
crossing location versus 10 in
existing policy
Adds Crosswalk Treatment Evaluation
Suggests enhancements
based on traffic volume,
speed, road width
Modestly Reduces Points Threshold
"Lowers the bar" to consider
installing a crosswalk
to consider latent demand
As with all Traffic Engineering warrant studies, criteria still rely on Engineering Judgment
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City of Chula Vista
Fourth Avenue at
Orsett StreetStandard Flashing
Beacons (Wig-Wag)
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East J Street at
Carla AvenueRectangular Rapid
Flashing Beacons
(RRFBs)
City of Chula Vista
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City of Chula Vista
Fourth Avenue at
Westby StreetPedestrian Hybrid
Beacons (formerly
known as “HAWKs”)Page 235 of 402
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Crosswalk User Safety
California Vehicle Code Sections 21200,
21235 and Chula Vista Municipal Code
Chapters 10.72 and 10.73 have been
adopted to promote safe operation of
electric micromobility vehicles
Key Crosswalk Requirements
Operators of electric scooters and
Class 3 (pedal assist up to 28 mph)
electric bikes must dismount and walk
at crosswalks
Operators of all types of bicycles and
electric micromobility vehicles must
dismount and walk at crosswalks in
business districts
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Recommended Action:
Adopt a resolution to revise City Council Policy
No. 576-16 “Installation of Pedestrian
Crosswalks”
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v . 0 0 5 P a g e | 1
August 11, 2026
ITEM TITLE
Council Policy: Consider Revising, Renaming and Adopting Council Policy on Special Events
Report Number: 26-0270
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 State California
Environmental Quality Act (CEQA) Guidelines. Therefore, pursuant to State CEQA Guidelines Section
15060(c)(3), no environmental review is required.
Recommended Action
Adopt a resolution revising Council Policy 102-07 City of Chula Vista Special Events Policy.
SUMMARY
On July 28, 2026, the City Council received a presentation regarding City Council referrals related to special
events and associated policies. Following discussion, City Council directed staff to return with amendments
to Council Policy 102-07, incorporating direction given at the meeting. The Council further directed that the
proposed amendments return for consideration on August 11, 2026, with implementation occurring as soon
as administratively feasible following Council action.
ENVIRONMENTAL REVIEW
The proposed activity has been reviewed for compliance with the California Environmental Quality Act
(CEQA), and it has been determined that the activity is not a “Project” as defined under Section 15378 of the
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.
This determination is predicated on State CEQA Guidelines Section 15004 which provides direction to lead
agencies on the appropriate timing for environmental review. The future special events resulting from
implementation of Council Policy 102-07 may require environmental review and preparation of appropriate
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P a g e | 2
documentation in accordance with applicable state requirements, including CEQA and applicable provisions
of the City Municipal Code.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
On July 28, 2026, the City Council received a presentation regarding multiple City Council referrals related
to special events and associated policies (26-0240). Following discussion, the City Council directed staff to
return with amendments to Council Policy 102-07 incorporating direction given at the meeting, including
but not limited to, clarifying that the City Manager's Office will serve as the central point of administrative
coordination for Signature and Civic Events. The Council further directed that the proposed amendments
return for consideration on August 11, 2026, with implementation occurring as soon as administratively
feasible following Council action.
Council Policy 102-07 has been updated to reflect Council direction expanding the event category framework
to improve consistency, transparency, resource planning, risk management, and alignment with City
priorities. Additionally, the policy name has been updated, and roles and responsibilities along with general
guidance have been expanded to provide clear guidance to internal and external stakeholders leading special
events.
This policy recognizes eight categories of special events, expanding from the previous two identified in this
policy
1. Signature - City-owned, City-produced flagship events funded primarily through City controlled funds
to highlight Chula Vista’s cultural identity and community engagement priorities. Requires City Council
designation by majority vote or 4/5 vote if new appropriations are required (per the standard budget
amendment process).
2. Civic - City-led or coordinated events funded primarily through City controlled funds to support civic
functions, public recognition, or intergovernmental partnerships.
3. Department - Events produced independently by City departments, through the City Manager’s Office,
to support departmental missions or programs. Departments plan, staff, fund, and brand these events
using approved logos.
4. Partnered - Events collaboratively planned, funded, and delivered by the City and one or more external
organizations through a shared commitment of resources, responsibilities, and decision-making.
Partnered Events advance a mutually beneficial public purpose that aligns with the City’s strategic
priorities and the partner organization’s mission.
5. Sponsored - Externally produced events that provide community benefit and may receive up to $10,000
in City financial support at the discretion of the City Manager. Support in excess of $10,000 may be
authorized at the discretion of the City Council. The City does not manage operations or planning.
6. Supported - Externally produced events that may receive limited in-kind City services or logistical
assistance, based on staff availability and City resource capacity.
7. Endorsed Events - Externally produced and funded events that receive formal City recognition only—
no financial, staff, or operational support. May receive proclamations or letters of support.
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P a g e | 3
8. Permitted - Events requiring a City-issued permit to occur on public property or within the public right
of way. Receiving a permit does not constitute sponsorship or support. Event organizers are responsible
for compliance with codes, safety requirements, insurance, and operations.
Signature, Civic, Department and Partnered Events may be funded through a combination of City-controlled
funds and donations.
At Council's direction, staff have prepared these changes for expedited implementation. Staff recommends
that the policy become effective immediately upon adoption, with the exception of provisions affecting City
Manager’s responsibilities at Signature events. Staff requests that Signature events be fully transitioned to
the City Manager’s Office effective October 1, 2026, to provide staff adequate time to transition existing
events and complete necessary planning arrangements under the updated policy. Staff recommends that
Signature events held from adoption to October 1, 2026 be produced jointly with the Mayor’s Office. For this
interim period, staff recommends that the City Manager’s Office be responsible for communications and
providing additional day-of event support, with the Mayor’s Office maintaining responsibility for all other
event logistics, including but not limited to scheduling of talent, vendor coordination, permits, décor,
restroom, and audio/visual equipment.
In addition to the amendments to Council Policy 102-07, staff will develop a companion Events Protocol
Guidebook to provide clear guidance for City-hosted events involving elected officials. The forthcoming
guidebook will establish standards of protocol to ensure consistency across events, activities, programs, and
services. The guidebook will only apply to City-hosted events; for events not hosted by the City, the policy
will serve as a guideline for preferred protocol.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no anticipated current-year fiscal impact as a result of the proposed changes to the policy. Staff will
return to Council if additional appropriations are needed to support any changes proposed in this policy.
ONGOING FISCAL IMPACT
There is no anticipated ongoing fiscal impact as a result of the proposed changes to the policy. Funding for
City led special events in subsequent fiscal years will be considered as part of the annual budget development
process.
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P a g e | 4
ATTACHMENTS
1. Council Policy 102-07 (Adopted 5/5/15)
2. Draft Redline Council Policy 102-07 (8/11/26)
3. Draft Clean Council Policy 102-07 (8/11/26)
Staff Contact: Courtney Chase, Deputy City Manager
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Form Rev 9/30/2025
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA REVISING AND RENAMING COUNCIL
POLICY 102-07 CITY OF CHULA VISTA SPECIAL EVENTS
POLICY
WHEREAS, City Council policies are the official description of a City procedure, policy
or practice; and
WHEREAS, the City of Chula Vista is actively engaged in establishing and supporting
events that attract residents and visitors; and
WHEREAS, it is the City of Chula Vista’s goal to enhance the vitality, quality of life and
economic prosperity of Chula Vista through the support of special events within the city; and
WHEREAS, City Council first adopted City Council Policy 120-07 City of Chula Vista
Special Event Sponsorship and Endorsement Policy on May 5, 2015; and
WHEREAS, the number, size, and complexity of special events held within the City have
continued to expand and evolve since the policy's adoption; and
WHEREAS, on July 28, 2026, the City Council provided direction to staff to update
Council Policy 102-07 to expand the categories of special events recognized under the policy and
to make other associated modifications.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it approves the revised and renamed Council Policy 102-07, City of Chula Vista Special Events
Policy, attached hereto as Exhibit 1, in the form presented, with such minor modifications as may
be required or approved by the City Attorney.
BE IT FURTHER RESOLVED that Council Policy 270-01, Donations to the City, does
not apply to donations and contributions solicited or accepted under Council Policy 120-07.
BE IT FURTHER RESOLVED that Council Policy 102-07, as revised, shall become
effective immediately upon adoption of this Resolution, except that the provisions governing
Signature and Civic Event roles and responsibilities shall become effective October 1, 2026, to
allow staff sufficient time to transition existing events and make necessary operational
arrangements under the updated policy.
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Resolution No.
Page 2
Presented by Approved as to form by
Courtney Chase Marco A. Verdugo
Deputy City Manager City Attorney
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COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: CITY OF CHULA VISTA SPECIAL POLICY
EFFECTIVE
EVENT SPONSORSHIP AND ENDORSEMENT NUN11BER
DATE PAGE
POLICY
102-07 05/05/15 1 OF 3
ADOPTED BY: Resolution No. 2015-099 DATED: 05/05/15
A.'%H NDED BY:
BACKGROUND
The City of Chula Vista is committed to holding special events that promote Chula Vista and attract
residents and visitors. It is the City of Chula Vistas intent to further promote events held within the
City. This policy addresses the processing of requests for City sponsorship or endorsement.
PURPOSE
The purpose of the City of Chula Vista's sponsorship of special events is to enhance the vitality,
quality of life, community engagement and economic prosperity of Chula Vista through the support of
large-scale special events held within the City.
The purpose of the City of Chula Vista's endorsement of special events is to help support community
events held within the City. City endorsement will increase the quality of the event and demonstrate
the Council's commitment to sponsoring and endorsing activities that support and celebrate our
vibrant community.
This special event sponsorship and policy is declaratory of Chula Vista's existing administrative
practice regarding the classification of events as sponsored or endorsed by the City of Chula Vista.
This policy will provide guidance for staff and event planners as to the process for collaborating with
the City.
POLICY
A "Sponsored" event is defined as a special event in which the City provides underwriting,
significant staff support and/or services as well as funding from the General Fund. A majority of the
City Council must vote to "Sponsor' a special event unless an appropriation is necessary, which
requires a 4/5a' vote of the City Council.
An "Endorsed" event is defined as a special event in which the City helps facilitate the special event
process with staff support at the discretion of the City Manager or his/her designee.
Both sponsored and endorsed special events may use the City name and logo in their promotions, with
prior approval from the City Manager or his/her designee before printing/dissemination.
Sponsored Events
A request to have the City sponsor an event must undergo review to determine its relevance and
appropriateness to the City's special event purpose. The City Council will review the merits of the
Page 244 of 402
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August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: CITY OF CHULA VISTA SPECIAL POLICY
EFFECTIVE
EVENT SPONSORSHIP AND ENDORSEMENT NUMBER
DATE PAGE
POLICY
102-07 05/05/15 2 OF 3
ADOPTED BY: Resolution No. 2015-099 DATED: 05/05/15
AMENDED BY:
requested sponsorship, keeping in mind the criteria listed above, to determine whether the event fits
the overall conditions of a sponsored event. The City reserves the right to reject or conditions its
involvement at its sole discretion, subject to applicable local. state and federal laws.
Furthermore, the following criteria will be used when considering requests for City of Chula Vista
sponsorship:
By majority vote, the City Council may provide sponsorship of special events that are brought
forth by a City Councilmember, who is assuming responsibility as the event "leader." In
addition, to be considered for City Council sponsorship, a Councilmember should request
sponsorship at least six months prior to the actual date of the event.
Sponsored events are major public events that attract large numbers of visitors and community
participants to the City. Sponsored events generate significant. documented levels of financial
and/or promotional return to the City. Examples of past City sponsored events include
HarborFest and the Starlight Parade. Sponsored events should celebrate our City's cultural
diversity and rich heritage.
Budget for Sponsored Special Events
The City Manager's proposed budget shall provide a recommended level of funding for special events
based on the criteria noted above. These funds will be used to partially underwrite sponsored events
for the upcoming fiscal year. Each sponsored event Council 'leader". as noted above, will work with
staff to have a budget set forth for the event. The Finance Department will establish a deposit account
for each event and provide the City Council a final accounting of the City's sponsorship following the
event.
Responsibility for Sponsored Events
Responsibility for each sponsored event will be divided:
The City Manager or his/her designee will be responsible for overall City participation in event
coordination, staff support and the establishment of a budget for each event.
Events may require contracting an outside professional events coordinator to help with
planning and logistics. The cost of the outside professional events coordinator shall be
included in the budget for each sponsored event. If the outside events coordinator is under
City contract, they will be retained and managed by the City Manager or his/her designee.
If fundraising is necessary, a designated Councilmember will be the lead for City participation
in the raising of funds (through sponsorships or direct donations) to make up the difference
between the City budgeted allocation of funds and the actual event cost.
Page 245 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
COUNCIL POLICY
CITY.OF CHULA •VISTA
SUBJECT: CITY OF CHULA VISTA SPECIAL POLICY EFFECTIVE
EVENT SPONSORSHIP AND ENDORSEMENT NUA1BER
DATE PAGE
POLICY
102-07 05/05/15 3 OF 3
ADOPTED BY: Resolution No. 2015-099 DATED: 05/05/15
AMENDED BY:
Each event will require close coordination and regular communication among responsible parties.
Endorsed Events
A request to have the City endorse an event must undergo review to determine its relevance and
appropriateness to the City's special events purpose. The City will review the merits of the requested
endorsement, keeping in mind the criteria listed above, to determine whether the event fits the overall
conditions of an endorsed event. The City reserves the right to reject or condition its involvement at
its sole discretion. subject to applicable local, state and federal laws.
At his/her discretion the City Manager or his/her designee may provide endorsement of special events
that fall into one of the following categories:
Special events sponsored by governmental and educational institutions.
Special events sponsored by organizations that support the City of Chula Vista's operations
such as the Friends of the Library, Fire Fighters Foundation, Friends of Chula Vista Parks and
Recreation,. Police Activity League).
In addition, to be considered for City endorsement, an event applicant should request endorsement at
least three months prior to the actual date of the event. If an event fails to meet the criteria listed
above, the event can be proposed for endorsement through the City Council. A majority of the City
Council must vote to "Endorse" a special event.
Page 246 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 1 of 84
I. BACKGROUND
The City of Chula Vista is committed to providing and contributing to the success of holding special events
outthat promote Chula Vista and attract residents and visitors. It is the City of Chula Vista’s intent to
further promote events held within the Citythat contribute to community engagement, economic vitality,
cultural expression, and civic pride.
ande This policy addresses the processing of requests for City sponsorship or endorsement.
Establishing this policy informs staff, event organizers, elected officials, and the public regarding how
and why the City participates in special events, and ensures that City resources are allocated consistently,
transparently, and in a manner that reflects City Council priorities.
II. PURPOSE
The is purpose of this policy is to establish a consistent framework for the City of Chula Vista's
involvement in special events held within, and in limited circumstances outside, the City. It defines
categories of City involvement, establishes approval authority and funding parameters for e ach category,
and provides direction on the use of the City’s resources, the City name, and the City logo in connection
with special events.
This policy is intended to improve consistency, transparency, resource planning, risk management, and
alignment with City Council priorities across the full range of events the City supports, hosts, or
recognizes.
The purpose of the City of Chula Vista’s sponsorship of special events is to enhance the vitality, quality
of life, community engagement and economic prosperity of Chula Vista through the support of large-scale
special events held within the City.
The purpose of the City of Chula Vista’s endorsement of special events is to help support community
events held within the City. City endorsement will increase the quality of the event and This policy
demonstrates the Council’s commitment to sponsoring and endorsing activities thatconducting and
supporting activities that enhance and celebrate our vibrant community and .
Formatted: Font:
Page 247 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 2 of 84
This special event sponsorship and policy is declaratory of Chula Vista’s existing administrative practice
regarding the classification of events as sponsored or endorsed by the City of Chula Vista. This policy
will provides guidance for staff and event planners as to the process for collaborating with the City on
special events.
V.III. POLICY
Event Categories
Special events in which the City provides funding, staff resources, use of the City name or logo, formal
recognition, or a permit shall be classified into one of the following eight categories. Category assignment
determines the applicable approval authority, funding parameters, and permissible use of the City name
and logo. A list of reoccurring Signature and Civic events can be found in Attachment 1 of this policy.
City funding may be supplemented by donations.
Signature - City-owned, City-produced flagship events funded primarily through City controlled
funds to highlight Chula Vista’s cultural identity and community engagement priorities. Requires
City Council designation by majority vote or 4/5 vote if new appropriations are required (per the
standard budget amendment process).
Civic - City-led or coordinated events funded primarily through City controlled funds to support
civic functions, public recognition, or intergovernmental partnerships.
Department - Events produced independently by City departments, through the City Manager’s
Office, to support departmental missions or programs. Departments plan, staff, fund, and brand
these events using approved logos.
Partnered - Events collaboratively planned, funded, and delivered by the City and one or more
external organizations through a shared commitment of resources, responsibilities, and decision -
making. Partnered Events advance a mutually beneficial public purpose that aligns with the City’s
strategic priorities and the partner organization’s mission.
Sponsored - Externally produced events that provide community benefit and may receive up to
$10,000 in City financial support at the discretion of the City Manager. Support in excess of
$10,000 may be authorized at the discretion of the City Council. The City does not manage
operations or planning.
Page 248 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 3 of 84
Supported - Externally produced events that may receive limited in-kind City services or logistical
assistance, based on staff availability and City resource capacity.
Endorsed Events - Externally produced and funded events that receive formal City recognition
only—no financial, staff, or operational support. May receive proclamations or letters of support.
Permitted - Events requiring a City-issued permit to occur on public property or within the public
right of way. Receiving a permit does not constitute sponsorship or support. Event organizers are
responsible for compliance with codes, safety requirements, insurance, and operations.
A “Sponsored” event is defined as a special event in which the City provides underwriting,
significant staff support and/or services as well as funding from the General Fund. A majority of
the City Council must vote to “Sponsor” a special event unless an appropriation is necessary, which
requires a 4/5th vote of the City Council.
An “Endorsed” event is defined as a special event in which the City helps facilitate the special
event process with staff support at the discretion of the City Manager or his/her designee.
General Provisions
Use of City Name or Logo - All use of the Both sponsored and endorsed special events may use
the City name and logo in their promotions, with connection with a special event is subject to
Council Policy 100-01, City Identification Program: Use of Seal and Logo, including the
requirement that the Logo not be altered and that all proposed uses receive prior approval from the
City Manager or his/hertheir designee before printing/dissemination.
Events Outside City Limits - Partnered, Sponsored, Supported, and Endorsed Events, as defined
above, may take place outside the geographic boundaries of the City of Chula Vista, provided the
event otherwise meets the applicable category criteria and public purpose requirement of this
policy.
Public Purpose Requirement - Consistent with California law, City funds, staff time, and
resources may be committed to a special event under this policy only where a valid public purpose
exists. A valid public purpose exists where the expenditure serves a direct, legitimate public
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Aligned at: 0.75" + Indent at: 1"
Formatted: List Paragraph, Justified, Bulleted + Level:
1 + Aligned at: 0.75" + Indent at: 1"
Formatted: List Paragraph, Justified, Bulleted + Level:
1 + Aligned at: 0.75" + Indent at: 1"
Page 249 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 4 of 84
purpose such as informing residents, promoting civic engagement, or supporting economic
development.
Donations and Behested Payments - Council Policy 270-01, Donations to the City, does not
apply to donations and contributions solicited or accepted under this policy. City staff may directly
solicit donations and contributions. Solicitation of a donation or contribution by an elected official
is not encouraged, however, an elected official may solicit a donation or contribution for an event
under this policy, provided that a Behested Payment Report Form is completed and submitted to
the Finance Department at the same time they turn in the donated funds to be deposited .
Submission of a Bbeshested Ppayment Report Form information to the Finance Department does
not replace disclosure or reporting obligations that may otherwise apply under state law.
Insurance and Risk Management - For each event under this policy, the City Manager's Office,
in consultation with the City's risk management office, shall evaluate whether additional insurance,
indemnification, or other risk mitigation measures are required based on the nature, scale, location,
and activities of the event.
Sponsored Signature Events
A request to have the City designate an event as Signature sponsor an eveneventt must undergo review to
determine its relevance and appropriateness to the City’s special event purpose. The City Council will
review the merits of the requested Signature Eventsponsorship, keeping in mind the criteria listed above,
to determine whether the event fits the overall conditions of a signaturesponsored event. The City reserves
the right to reject or conditions its involvement at its sole discretion, subject to applicable local, state and
federal laws.
Furthermore, the following criteria will be used when considering requests for City of Chula Vista
sponsorship:
By majority vote, the City Council may provide sponsorship of specialadd Signature events that are
brought forth by a City Councilmember., who is assuming responsibility as the event “leader.” In
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Page 250 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 5 of 84
addition, to be considered, a for City Council sponsorship, a Councilmember should request should
be made sponsorship at least six months prior to the actual date of the event.
Sponsored Signature events are major public events that attract large numbers of visitors and
community participants to the City. Sponsored eventsand generate significant, documented levels
of financial and/or promotional return to the City. Examples of past City sponsored events include
HarborFest and the Starlight Parade. Sponsored events should celebrate our City’s cultural diversity
and rich heritage.
Budget for Sponsored Special Signature Events
The City Manager’s proposed budget shall provide a recommended level of funding for special events
based on the criteria noted above. These funds will be used to primarilypartially underwrite signature
ponsored events for the upcoming fiscal year. Event expenses and donations will be accounted for by
event in the City’s financial system.Each sponsored event Council “leader”, as noted above, will work
with staff to have a budget set forth for the event. The Finance Department will establish a deposit account
for each event and provide the City Council a final accounting of the City’s sponsorship following the
event.
Roles and Responsibilitiesy for Sponsored Events
Responsibility for each sponsored event will be divided:
City Council - Designates Signature Events; approves Sponsored Event funding in excess of $10,000;
and appropriate funds.
The City Manager or his/her designee - will be rResponsible for overall City participation in special
event coordination, staff support and the establishment of a budget management; for each event.
administers this policy; maintains operational control of all Signature and Civic events; classifies events
into the appropriate category; approves Department, Partnered, Sponsored (up to $10,000), Endorsed
Supported and Permitted Events consistent with this policy; approves use of the City name or logo
consistent with Council Policy 100-01.
The City Manager Events may require contracting an with outside professional events coordinators to
provide help with planning and logistics support. The cost of the outside professional events coordinator
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City of Chula Vista - City Council
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 6 of 84
shall be included in the budget for each sponsored event. If the outside events coordinator is under City
contract, they will be retained and managed by the City Manager or his/hertheir designee.
Sponsoring or Requesting Department -– At least three months prior to the event, will be responsible
for preparesdeveloping a budget, creating a detailed logistical plan for events under its purview, and
coordinating with the City Manager's Office and Office of Communications for preapproval of
communications plans, branding and category classification.
Event Organizer (external) – Under the direction of the City Manager, or designee, the event organizer
will be responsible for compliance with all applicable codes, safety requirements, and insurance
requirements, and for operational management of the event, except where the City has assumed
operational responsibility under the Signature, Civic, Department, or Partnered Event categories.
If fundraising is necessary, a designated Councilmember will be the lead for City
participation in the raising of funds (through sponsorships or direct donations) to make up the
difference between the City budgeted allocation of funds and the actual event cost.
Each event will require close coordination and regular communication among responsible parties.
Partnered, Supported and Endorsed Events
A request to have the City partner, support or endorse an event must undergo review to determine its
relevance and appropriateness to the City’s special events purpose. The City will review the merits of
the requested endorsement, keeping in mind the criteria listed above, to determine whether the event fits
the overall conditions of an partnered, supported or endorsed event. The City reserves the right to reject
or condition its involvement at its sole discretion, subject to applicable local, state and federal laws.
At his/hertheir discretion the City Manager or theirhis/her designee may partner, support, or endorse a
provide endorsement of special events that fall into one of the following categories:
Special events sSponsored by governmental, and educational and community service institutions.
Special events sponsored by organizations that support the City of Chula Vista’s operations (such
as the Friends of the Library, Fire Fighters Foundation, Friends of Chula Vista Parks and
Recreation, Police Activity League).
Related to a Nnon-profit that benefitsing those that live, work or play in Chula Vista.
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 7 of 84
In addition, to be considered by the for City endorsement, an event applicant should request partnership,
sponsorship or endorsement at least three months prior to the actual date of the event. If an event fails to
meet the criteria listed abovedoes not fit into one of the above event categories, the event can be proposed
for endorsement consideration by through the City Council. A majority of the City Council must vote to
“Partner”, “Support” or “Endorse” a special event.
HISTORY
05/05/2015 Adoption 2015-099
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 8 of 84
ATTACHMENT 1
LIST OF REOCCURING SIGNATURE
EVENTS
MONTH NAME OF EVENT
April South Bay Earth Day
July Fourth Fest
August HarborFest
September ArtFest
September El Grito
December Starlight Parade & Festival
LIST OF REOCCURING CIVIC EVENTS
MONTH NAME OF EVENT
January Human Relations Commission Awards Ceremony
February Black History Month Flag Raising
March Women’s History Month
Spring State of the City
April Arab American Heritage Month
May AAPI Heritage Month
May Jewish American Heritage Month
June Juneteenth Flag Raising
June Pride Month Flag Raising
Summer Annual Boards & Commissions Recognition Event
September Hispanic Heritage Month
October Disability Awareness Month
October Filipino American History Month & Flag Raising
October Indigenous Peoples Day Flag Raising
November Native American Heritage Month
November Veterans Day
Page 254 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events
Sponsorship and Endorsement Policy
POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 9 of 84
Page 255 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 1 of 8
I. BACKGROUND
The City of Chula Vista is committed to providing and contributing to the success of special events that
promote Chula Vista and attract residents and visitors. It is the City of Chula Vista’s intent to further
promote events that contribute to community engagement, economic vitality, cultural expression, and civic
pride.
Establishing this policy informs staff, event organizers, elected officials, and the public regarding how
and why the City participates in special events, and ensures that City resources are allocated consistently,
transparently, and in a manner that reflects City Council priorities.
II. PURPOSE
The purpose of this policy is to establish a consistent framework for the City of Chula Vista's involvement
in special events held within, and in limited circumstances outside, the City. It defines categories of City
involvement, establishes approval authority and funding parameters for each category, and provides
direction on the use of the City’s resources, name, and logo in connection with special events.
This policy is intended to improve consistency, transparency, resource planning, risk management, and
alignment with City Council priorities across the full range of events the City supports, hosts, or
recognizes.
This policy demonstrates the Council’s commitment to conducting and supporting activities that enhance
and celebrate our vibrant community and provides guidance for staff and event planners as to the process
for collaborating with the City on special events.
III. POLICY
Event Categories
Special events in which the City provides funding, staff resources, use of the City name or logo, formal
recognition, or a permit shall be classified into one of the following eight categories. Category assignment
Page 256 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 2 of 8
determines the applicable approval authority, funding parameters, and permissible use of the City name
and logo. A list of reoccurring Signature and Civic events can be found in Attachment 1 of this policy.
City funding may be supplemented by donations.
Signature - City-owned, City-produced flagship events funded primarily through City controlled
funds to highlight Chula Vista’s cultural identity and community engagement priorities. Requires
City Council designation by majority vote or 4/5 vote if new appropriatio ns are required (per the
standard budget amendment process).
Civic - City-led or coordinated events funded primarily through City controlled funds to support
civic functions, public recognition, or intergovernmental partnerships.
Department - Events produced independently by City departments, through the City Manager’s
Office, to support departmental missions or programs. Departments plan, staff, fund, and brand
these events using approved logos.
Partnered - Events collaboratively planned, funded, and delivered by the City and one or more
external organizations through a shared commitment of resources, responsibilities, and decision-
making. Partnered Events advance a mutually beneficial public purpose that aligns with the City’s
strategic priorities and the partner organization’s mission.
Sponsored - Externally produced events that provide community benefit and may receive up to
$10,000 in City financial support at the discretion of the City Manager. Support in excess of
$10,000 may be authorized at the discretion of the City Council. The City does not manage
operations or planning.
Supported - Externally produced events that may receive limited in-kind City services or logistical
assistance, based on staff availability and City resource capacity.
Endorsed Events - Externally produced and funded events that receive formal City recognition
only—no financial, staff, or operational support. May receive proclamations or letters of support.
Permitted - Events requiring a City-issued permit to occur on public property or within the public
right of way. Receiving a permit does not constitute sponsorship or support. Event organizers are
responsible for compliance with codes, safety requirements, insurance, and operations.
Page 257 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 3 of 8
General Provisions
Use of City Name or Logo - All use of the City name and logo in connection with a special event
is subject to Council Policy 100-01, City Identification Program: Use of Seal and Logo, including
the requirement that the Logo not be altered and that all proposed uses receive prior approval from
the City Manager or their designee before printing/dissemination.
Events Outside City Limits - Partnered, Sponsored, Supported, and Endorsed Events, as defined
above, may take place outside the geographic boundaries of the City of Chul a Vista, provided the
event otherwise meets the applicable category criteria and public purpose requirement of this
policy.
Public Purpose Requirement - Consistent with California law, City funds, staff time, and
resources may be committed to a special event under this policy only where a valid public purpose
exists. A valid public purpose exists where the expenditure serves a direct, legitimate public
purpose such as informing residents, promoting civic engagement, or supporting economic
development.
Donations and Behested Payments - Council Policy 270-01, Donations to the City, does not
apply to donations and contributions solicited or accepted under this policy. City staff may directly
solicit donations and contributions. Solicitation of a donation or contribution by an elected official
is not encouraged, however, an elected official may solicit a donation or contribution for an event
under this policy, provided that a FPPC Behested Payment Report Form is completed, as required
by law, and submitted to the Finance Department at the same time they turn in the donated funds
to be deposited. Submission of a Behested Payment Report Form to the Finance Department does
not replace disclosure or reporting obligations that may otherwise apply under state law.
Insurance and Risk Management - For each event under this policy, the City Manager's Office,
in consultation with the City's risk management office, shall evaluate whether additional insurance,
indemnification, or other risk mitigation measures are required based on the nature, scale, location,
and activities of the event.
Signature Events
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 4 of 8
A request to have the City designate an event as Signature event must undergo review to determine its
relevance and appropriateness to the City’s special event purpose. The City Council will review the merits
of the requested Signature Event to determine whether the event fits the overall conditions of a signature
event. The City reserves the right to reject or condition its involvement at its sole discretion, subject to
applicable local, state and federal laws.
By majority vote, the City Council may add Signature events that are brought forth by a City
Councilmember. In addition, to be considered, a request should be made at least six months prior to the
actual date of the event. Signature events are major public events that attract large numbers of visitors and
community participants and generate significant, documented levels of financial and/or promotional return
to the City.
Budget for Signature Events
The City Manager’s proposed budget shall provide a recommended level of funding for special events
based on the criteria noted above. These funds will be used to primarily underwrite signature events for
the upcoming fiscal year. Event expenses and donations will be accounted for by event in the City’s
financial system.
Roles and Responsibilities
City Council - Designates Signature Events; approves Sponsored Event funding in excess of $10,000;
and appropriate funds.
The City Manager or designee - Responsible for overall City special event coordination, staff support
and the budget management; administers this policy; maintains operational control of all Signature and
Civic events; classifies events into the appropriate category; approves Department, Partnered, Sponsored
(up to $10,000), Endorsed Supported and Permitted Events consistent with this policy; approves use of
the City name or logo consistent with Council Policy 100-01.
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 5 of 8
The City Manager may contract with outside professional event coordinators to provide planning and
logistics support. The cost of the outside professional events coordinator shall be included in the budget
for each event. If the outside events coordinator is under City contract, they will be retained and managed
by the City Manager or their designee.
Sponsoring or Requesting Department - At least three months prior to the event, will be responsible for
developing a budget, creating a detailed logistical plan, and coordinating with the City Manager's Office
and Office of Communications for preapproval of communications plans, branding and category
classification.
Event Organizer (external) – Under the direction of the City Manager, or designee, the event organizer
will be responsible for compliance with all applicable codes, safety requirements, and insurance
requirements, and for operational management of the event, except where the City has assumed
operational responsibility under the Signature, Civic, Department, or Partnered Event categories.
Partnered, Supported and Endorsed Events
A request to have the City partner, support or endorse an event must undergo review to determine its
relevance and appropriateness to the City’s special events purpose. The City will review the merits of the
requested endorsement, keeping in mind the criteria listed above, to determine whether the event fits the
overall conditions of a partnered, supported or endorsed event. The City reserves the right to reject or
condition its involvement at its sole discretion, subject to applicable local, state and federal laws.
At their discretion the City Manager or their designee may partner, support, or endorse a special events
that fall into one of the following categories:
Sponsored by governmental, educational and community service institutions.
Sponsored by organizations that support the City of Chula Vista’s operations (such as the Friends
of the Library, Fire Fighters Foundation, Friends of Chula Vista Parks and Recreation, Police
Activity League).
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Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 6 of 8
Related to a non-profit that benefits those that live, work or play in Chula Vista.In addition, to be
considered by the City, an event applicant should request partnership, sponsorship or endorsement at least
three months prior to the actual date of the event. If an event does not fit into one of the above event
categories, the event can be proposed for consideration by the City Council. A majority of the City Council
must vote to “Partner”, “Support” or “Endorse” a special event.
HISTORY
05/05/2015 Adoption 2015-099
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Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 7 of 8
ATTACHMENT 1
LIST OF REOCCURING SIGNATURE
EVENTS
MONTH NAME OF EVENT
April South Bay Earth Day
July Fourth Fest
August HarborFest
September ArtFest
September El Grito
December Starlight Parade & Festival
LIST OF REOCCURING CIVIC EVENTS
MONTH NAME OF EVENT
January Human Relations Commission Awards Ceremony
February Black History Month Flag Raising
March Women’s History Month
Spring State of the City
April Arab American Heritage Month
May AAPI Heritage Month
May Jewish American Heritage Month
June Juneteenth Flag Raising
June Pride Month Flag Raising
Summer Annual Boards & Commissions Recognition Event
September Hispanic Heritage Month
October Disability Awareness Month
October Filipino American History Month & Flag Raising
October Indigenous Peoples Day Flag Raising
November Native American Heritage Month
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Item 8.3 – Attachment 3
Revised 08/11/2026
CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 8 of 8
November Veterans Day
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 1 of 8
I. BACKGROUND
The City of Chula Vista is committed to providing and contributing to the success of special events that
promote Chula Vista and attract residents and visitors. It is the City of Chula Vista’s intent to further
promote events that contribute to community engagement, economic vitality, cultural expression, and civic
pride.
Establishing this policy informs staff, event organizers, elected officials, and the public regarding how
and why the City participates in special events, and ensures that City resources are allocated consistently,
transparently, and in a manner that reflects City Council priorities.
II. PURPOSE
The purpose of this policy is to establish a consistent framework for the City of Chula Vista's involvement
in special events held within, and in limited circumstances outside, the City. It defines categories of City
involvement, establishes approval authority and funding parameters for each category, and provides
direction on the use of the City’s resources, name, and logo in connection with special events.
This policy is intended to improve consistency, transparency, resource planning, risk management, and
alignment with City Council priorities across the full range of events the City supports, hosts, or
recognizes.
This policy demonstrates the Council’s commitment to conducting and supporting activities that enhance
and celebrate our vibrant community and provides guidance for staff and event planners as to the process
for collaborating with the City on special events.
III. POLICY
Event Categories
Special events in which the City provides funding, staff resources, use of the City name or logo, formal
recognition, or a permit shall be classified into one of the following eight categories. Category assignment
determines the applicable approval authority, funding parameters, and permissible use of the City name
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 2 of 8
and logo. A list of reoccurring Signature and Civic events can be found in Attachment 1 of this policy.
City funding may be supplemented by donations.
Signature - City-owned, City-produced flagship events funded primarily through City controlled
funds to highlight Chula Vista’s cultural identity and community engagement priorities. Requires
City Council designation by majority vote or 4/5 vote if new appropriatio ns are required (per the
standard budget amendment process).
Civic - City-led or coordinated events funded primarily through City controlled funds to support
civic functions, public recognition, or intergovernmental partnerships.
Department - Events produced independently by City departments, through the City Manager’s
Office, to support departmental missions or programs. Departments plan, staff, fund, and brand
these events using approved logos.
Partnered - Events collaboratively planned, funded, and delivered by the City and one or more
external organizations through a shared commitment of resources, responsibilities, and decision-
making. Partnered Events advance a mutually beneficial public purpose that aligns with the City’s
strategic priorities and the partner organization’s mission.
Sponsored - Externally produced events that provide community benefit and may receive up to
$10,000 in City financial support at the discretion of the City Manager. Support in excess of
$10,000 may be authorized at the discretion of the City Council. The City does not manage
operations or planning.
Supported - Externally produced events that may receive limited in-kind City services or logistical
assistance, based on staff availability and City resource capacity.
Endorsed Events - Externally produced and funded events that receive formal City recognition
only—no financial, staff, or operational support. May receive proclamations or letters of support.
Permitted - Events requiring a City-issued permit to occur on public property or within the public
right of way. Receiving a permit does not constitute sponsorship or support. Event organizers are
responsible for compliance with codes, safety requirements, insurance, and operations.
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 3 of 8
General Provisions
Use of City Name or Logo - All use of the City name and logo in connection with a special event
is subject to Council Policy 100-01, City Identification Program: Use of Seal and Logo, including
the requirement that the Logo not be altered and that all proposed uses receive prior approval from
the City Manager or their designee before printing/dissemination.
Events Outside City Limits - Partnered, Sponsored, Supported, and Endorsed Events, as defined
above, may take place outside the geographic boundaries of the City of Chul a Vista, provided the
event otherwise meets the applicable category criteria and public purpose requirement of this
policy.
Public Purpose Requirement - Consistent with California law, City funds, staff time, and
resources may be committed to a special event under this policy only where a valid public purpose
exists. A valid public purpose exists where the expenditure serves a direct, legitimate public
purpose such as informing residents, promoting civic engagement, or supporting economic
development.
Donations and Behested Payments - Council Policy 270-01, Donations to the City, does not
apply to donations and contributions solicited or accepted under this policy. City staff may directly
solicit donations and contributions. Solicitation of a donation or contribution by an elected official
is not encouraged, however, an elected official may solicit a donation or contribution for an event
under this policy, provided that a Behested Payment Report Form is completed and submitted to
the Finance Department at the same time they turn in the donated funds to be deposited.
Submission of a Behested Payment Report Form to the Finance Department does not replace
disclosure or reporting obligations that may otherwise apply under state law.
Insurance and Risk Management - For each event under this policy, the City Manager's Office,
in consultation with the City's risk management office, shall evaluate whether additional insurance,
indemnification, or other risk mitigation measures are required based on the nature, scale, location,
and activities of the event.
Signature Events
A request to have the City designate an event as Signature event must undergo review to determine its
relevance and appropriateness to the City’s special event purpose. The City Council will review the merits
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 4 of 8
of the requested Signature Event to determine whether the event fits the overall conditions of a signature
event. The City reserves the right to reject or condition its involvement at its sole discretion, subject to
applicable local, state and federal laws.
By majority vote, the City Council may add Signature events that are brought forth by a City
Councilmember. In addition, to be considered, a request should be made at least six months prior to the
actual date of the event. Signature events are major public events that attract large numbers of visitors and
community participants and generate significant, documented levels of financial and/or promotional return
to the City.
Budget for Signature Events
The City Manager’s proposed budget shall provide a recommended level of funding for special events
based on the criteria noted above. These funds will be used to primarily underwrite signature events for
the upcoming fiscal year. Event expenses and donations will be accounted for by event in the City’s
financial system.
Roles and Responsibilities
City Council - Designates Signature Events; approves Sponsored Event funding in excess of $10,000;
and appropriate funds.
The City Manager or designee - Responsible for overall City special event coordination, staff support
and the budget management; administers this policy; maintains operational control of all Signature and
Civic events; classifies events into the appropriate category; approves Department, Partnered, Sponsored
(up to $10,000), Endorsed Supported and Permitted Events consistent with this policy; approves use of
the City name or logo consistent with Council Policy 100-01.
The City Manager may contract with outside professional event coordinators to provide planning and
logistics support. The cost of the outside professional events coordinator shall be included in the budget
for each event. If the outside events coordinator is under City contract, they will be retained and managed
by the City Manager or their designee.
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 5 of 8
Sponsoring or Requesting Department - At least three months prior to the event, will be responsible for
developing a budget, creating a detailed logistical plan, and coordinating with the City Manager's Office
and Office of Communications for preapproval of communications plans, branding and category
classification.
Event Organizer (external) – Under the direction of the City Manager, or designee, the event organizer
will be responsible for compliance with all applicable codes, safety requirements, and insurance
requirements, and for operational management of the event, except where the City has assumed
operational responsibility under the Signature, Civic, Department, or Partnered Event categories.
Partnered, Supported and Endorsed Events
A request to have the City partner, support or endorse an event must undergo review to determine its
relevance and appropriateness to the City’s special events purpose. The City will review the merits of the
requested endorsement, keeping in mind the criteria listed above, to determine whether the event fits the
overall conditions of a partnered, supported or endorsed event. The City reserves the right to reject or
condition its involvement at its sole discretion, subject to applicable local, state and federal laws.
At their discretion the City Manager or their designee may partner, support, or endorse a special events
that fall into one of the following categories:
Sponsored by governmental, educational and community service institutions.
Sponsored by organizations that support the City of Chula Vista’s operations (such as the Friends
of the Library, Fire Fighters Foundation, Friends of Chula Vista Parks and Recreation, Police
Activity League).
Related to a non-profit that benefits those that live, work or play in Chula Vista.In addition, to be
considered by the City, an event applicant should request partnership, sponsorship or endorsement at least
three months prior to the actual date of the event. If an event does not fit into one of the above event
categories, the event can be proposed for consideration by the City Council. A majority of the City Council
must vote to “Partner”, “Support” or “Endorse” a special event.
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 6 of 8
HISTORY
05/05/2015 Adoption 2015-099
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 7 of 8
ATTACHMENT 1
LIST OF REOCCURING SIGNATURE
EVENTS
MONTH NAME OF EVENT
April South Bay Earth Day
July Fourth Fest
August HarborFest
September ArtFest
September El Grito
December Starlight Parade & Festival
LIST OF REOCCURING CIVIC EVENTS
MONTH NAME OF EVENT
January Human Relations Commission Awards Ceremony
February Black History Month Flag Raising
March Women’s History Month
Spring State of the City
April Arab American Heritage Month
May AAPI Heritage Month
May Jewish American Heritage Month
June Juneteenth Flag Raising
June Pride Month Flag Raising
Summer Annual Boards & Commissions Recognition Event
September Hispanic Heritage Month
October Disability Awareness Month
October Filipino American History Month & Flag Raising
October Indigenous Peoples Day Flag Raising
November Native American Heritage Month
November Veterans Day
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CITY COUNCIL POLICIES
POLICY NAME: City of Chula Vista Special Events Policy POLICY NUMBER: 102-07
Effective Date: 05/05/2015 Last Revised Date: N/A
Status: Active Page: 8 of 8
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Council Policy:
Special Events
120-07
August 11, 2026
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7
Policy Timeline
May 15, 2015 Council Adopted 102-07 – City of Chula Vista Special Events
Sponsorship and Endorsement Policy
September 23, 2025 Council provided feedback on policy
July 28, 2026 Council provided direction to staff for policy modifications
August 11, 2026 Revised and renamed policy presented to Council for consideration
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7
Special Event Categories
SIGNATURE CIVIC DEPARTMENT PARTNERED
SPONSORED SUPPORTED ENDORSED PERMITTED
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7
State of the City Responsibilities
•Mayor retains authority over annual report content.
•Charter section 304(A)(1)…The Mayor shall have the power and duty: (1) to report to
the City Council annually on the affairs of the City and to recommend for its
consideration such matters as the Mayor deems appropriate.
•The City Manager’s Office will assume operational responsibility of this
Civic event which will feature the Mayor’s address.
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7
Implementation Recommendation
•Policy effective upon adoption.
•Transition Signature Events to the City Manager’s Office effective
October 1, 2026. Interim responsibilities for El Grito:
•City Manager’s Office – Communications and day -of event support.
•Mayor’s Office – all other event logistics, including but not limited to scheduling of
talent, vendor coordination, permits, décor, restroom, and audio/visual equipment.
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7
Next Steps
•Event Protocol Guidebook
•Companion to Special Event Policy:
•Clear Guidance for City-hosted events involving elected officials
•Ensure consistency across events
•Preferred protocol for non-city events
•City Attorney Guidance
•Councilmember Hosted Events and Community Meetings
•Mayor’s Ceremonial Duties
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7
Recommended Action
Adopt a resolution revising City Council Policy 102 -07 - City of Chula Vista
Special Events Policy.
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The City of Chula Vista's first official podcast, Chula Vista CityCast .
The inaugural episode, titled “Parks for the People.”
CHULA VISTA CITYCAST
Subscribe and watch!
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1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
DATE: Wednesday, May 13, 2026
TO: Mayors, Council Members, City Clerks, and City Managers
RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Sept. 23-25, 2026
Anaheim Convention Center
Every year, the League of California Cities convenes a member-driven General Assembly
at the Cal Cities Annual Conference and Expo. The General Assembly is an important
opportunity where city officials can directly participate in the development of Cal Cities
policy.
Taking place on Friday, Sept. 25, 2026 the General Assembly is comprised of voting
delegates appointed by each member city; every city has one voting delegate. Your
appointed voting delegate plays an important role during the General Assembly by
representing your city and voting on resolutions.
To cast a vote during the General Assembly, your city must designate a voting
delegate and up to two alternate voting delegates, one of whom may vote if the
designated voting delegate is unable to serve in that capacity. Voting delegates may
either be an elected or appointed official.
Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate
and up to two alternates must be designated by the city council. Please note that
designating the voting delegate and alternates must be done by city council action
and cannot be accomplished by individual action of the mayor or city manager alone.
Following council action, please submit your city’s delegates through the online
submission portal by Tuesday, Sept. 1, 2026. When completing the Voting Delegate
submission form, you will be asked to attest that council action was taken. You will need
to be signed in to your My Cal Cities account when submitting the form.
Submitting your voting delegate form by the deadline will allow us time to establish voting
delegate/alternate records prior to the conference and provide pre-conference
communications with voting delegates.
Conference Registration Required. The voting delegate and alternates must be
registered to attend the conference. They need not register for the entire conference;
they may register for Friday only. Conference registration opens June 2.
For a city to cast a vote, one voter must be present at the General Assembly and in
possession of the voting delegate card and voting tool. Voting delegates and
Council Action Advised by September 1, 2026
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alternates need to pick up their conference badges before signing in and picking up
the voting delegate card at the voting delegate desk. This will enable them to receive
the special sticker on their name badges that will admit the voting delegate into the
voting area during the General Assembly.
Please view Cal Cities’ event and meeting policy in advance of the conference.
Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting
delegate card may be transferred freely between the voting delegate and alternates,
but only between the voting delegate and alternates. If the voting delegate and
alternates find themselves unable to attend the General Assembly, they may not
transfer the voting card to another city official.
Seating Protocol during General Assembly. At the General Assembly, individuals with a
voting card will sit in a designated area. Admission to the voting area will be limited to the
individual in possession of the voting card and with a special sticker on their name badge
identifying them as a voting delegate.
The voting delegate desk, located in the conference registration area of the Anaheim
Convention Center, will be open at the following times: Wednesday, Sept. 23, 8:00
a.m.-6:00 p.m. and Thursday, Sept. 24, 7:30 a.m.-4:00 p.m. On Friday, Sept. 25, the voting
delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be
closed during roll calls and voting.
The voting procedures that will be used at the conference are attached to this memo.
Please share these procedures and this memo with your council and especially with the
individuals that your council designates as your city’s voting delegate and alternates.
Once again, thank you for submitting your voting delegate and alternates by Tuesday,
Sept. 1. If you have questions, please contact Zach Seals at zseals@calcities.org.
Attachments:
•General Assembly Voting Guidelines
•Information Sheet: Cal Cities Resolutions and the General Assembly
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1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
General Assembly Voting Guidelines
1. One City One Vote. Each member city has a right to cast one vote on
matters pertaining to Cal Cities policy.
2. Designating a City Voting Representative. Prior to the Cal Cities Annual
Conference and Expo, each city council may designate a voting delegate
and up to two alternates; these individuals are identified on the voting
delegate form provided to the Cal Cities Credentials Committee.
3. Registering with the Credentials Committee. The voting delegate, or
alternates, may pick up the city's voting card at the voting delegate desk in
the conference registration area. Voting delegates and alternates must sign
in at the voting delegate desk. Here they will receive a special sticker on
their name badge and thus be admitted to the voting area at the General
Assembly.
4. Signing Initiated Resolution Petitions. Only those individuals who are voting
delegates (or alternates), and who have picked up their city’s voting card
by providing a signature to the credentials committee at the voting
delegate desk, may sign petitions to initiate a resolution.
5. Voting. To cast the city's vote, a city official must have in their possession the
city's voting card and voting tool; and be registered with the credentials
committee. The voting card may be transferred freely between the voting
delegate and alternates but may not be transferred to another city official
who is neither a voting delegate nor alternate.
6. Voting Area at General Assembly. At the General Assembly, individuals with
a voting card will sit in a designated area. Admission to the voting area will
be limited to the individual in possession of the voting card and with a
special sticker on their name badge identifying them as a voting delegate.
7. Resolving Disputes. In case of dispute, the credentials committee will
determine the validity of signatures on petitioned resolutions and the right of
a city official to vote at the General Assembly.
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Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.
How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to
ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote
local decision-making, and lobby against statewide policies that erode local control.
The resolutions process and General Assembly is one way that city officials can directly participate in the
development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal
Cities policy. Here’s how resolutions and the General Assembly work.
The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.
Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.
Recommendations are forwarded
to the Resolutions Committee.
Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.
Voting delegates
are appointed by each
member city; every city
has one voting delegate.
The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.
Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.
Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.
During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.
Cal Cities policy
development is a member-
informed process,
grounded in the voices and
experiences of city officials
throughout the state.
For more information visit www.calcities.org/general-assembly
Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.
General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.2
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly.
2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f). Page 283 of 402
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v . 0 0 3 P a g e | 1
August 11, 2026
ITEM TITLE
Boards and Commissions: Consideration of Annual Reappointments
REAPPOINTMENTS TO FIRST TERMS (Initial term less than two years)
Guillermo Castillo, Charter Review Commission
Juan Guerrero, Health, Wellness, and Aging Commission
Michelle Rodriguez, Parks and Recreation Commission
REAPPOINTMENTS TO SECOND TERMS
Leslie Hurst, Board of Ethics
Bobby Salas, Board of Ethics
Toby Larson, Board of Library Trustees
Victor Lopez, Charter Review Commission
Kate Bishop, Cultural Arts Commission
Marisol Edwan, Heath, Wellness, and Aging Commission
Peter Carlseen, Housing and Homelessness Advisory Commission
Karla Pacheco, Housing and Homelessness Advisory Commission
Paula Whitsell, Housing and Homelessness Advisory Commission
Leticia Lares-Urquidez, Human Relations Commission
Rodrigo Leal, Planning Commission
Pati Ruiz, Privacy Protections and Technology Advisory Commission
Tim DeMarco, Traffic Safety Commission
Nimpa Akana, Veterans Advisory Commission
Report Number: 26-0138
Location: No specific geographic location
Department: City Clerk
G.C. § 84308 Regulations Apply: No
Page 284 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
P a g e | 2
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
Make the reappointments as appropriate.
SUMMARY
Pursuant to Chula Vista Municipal Code (CVMC) Section 2.25.055(A), the City Clerk has scheduled
reappointments for members of the City Boards and Commissions who are interested and eligible to serve
an additional term, unless otherwise requested by the nominating authority for the seat. Regardless of the
applicable reappointment process, each member of a Board or Commission shall be reappointed by at least
three affirmative votes of the City Council.
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 this activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines because it will not result in a physical change to the environment;
therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA.
Thus, no environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
The City Clerk has scheduled reappointments for City Boards and Commissions members for City Council
consideration. Pursuant to CVMC 2.25.055(C), reappointments are scheduled for members interested and
eligible to serve an additional term unless otherwise requested by the nominating authority for the seat.
When an incumbent is not reappointed, the seat is filled using the applicable appointment process.
The rosters of all boards and commissions are provided as Attachment 1.
Reappointments
The following table shows eligible reappointments for board and commission members. The attendance and
training records for these members are included as Attachment 2.
The City Council may make the reappointments at this time. The City Charter and Municipal Code require
that all reappointments be made by at least three affirmative votes of the City Council.
Reappointments table on the following page.
Page 285 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
P a g e | 3
REAPPOINTMENTS TO FIRST TERM (INITIAL TERM LESS THAN TWO YEARS)
Name Board/Commission
Guillermo Castillo
Juan Guerrero
Michelle Rodriguez
REAPPOINTMENTS TO SECOND TERM
Name Board/Commission
Leslie Hurst
Bobby Salas
Toby Larson
Victor Lopez
Kate Bishop
Mariso Edwan
Peter Carlseen
Karla Pacheco
Paula Whitsell
Leticia Lares-Urquidez
Rodrigo Leal
Pati Ruiz
Tim DeMarco
Nimpa Akana
* Pursuant to Chula Vista Municipal Code section 2.25.055(B), if a majority of the City Council so desires, the
Mayor and City Council may interview a Planning Commission member prior to reappointment.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific
and consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et
seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
This item will have no impact on the general fund.
ONGOING FISCAL IMPACT
There is no ongoing fiscal impact.
Page 286 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
P a g e | 4
ATTACHMENTS
1. Board and Commission Rosters
2. Training and Attendance Records
Staff Contacts:
Karina Lafarga, CMC, Deputy City Clerk, Audrey Malone, CMC, Deputy Director, City Clerk Services, and Kerry
K. Bigelow, MMC, City Clerk
Page 287 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Bayfront Cultural and Design Committee Roster
Filing Categories: N/A Positions: 4 Vacant: 1
Secretary: N/A Chair: N/A Vice Chair: N/A
Last Name First Name Address
Combs Jim District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 06/30/2025 Planning Commission Representative Replaced Burroughs
Salazar Hayley District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 06/30/2050 Sustainability Commission Representative
Torres Jerome District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 05/08/2019 06/30/2024 Planning Commission Representative Replaced Calvo
VACANT - Burroughs Krista District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 10/24/2018 06/30/2050 Planning Commission Representative Replaced Anaya
Printed: 08/06/2026
CV members only, committee has additional members, see committee website for full roster
Page 288 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Board of Appeals & Advisors Roster
Filing Categories: 2,5 Positions: 5 Vacant: 3
Secretary: Mariluz Zepeda Chair: Anthony Sclafani Vice Chair: Frank Metayer
Last Name First Name Address
Ehm Bryan District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 11/05/2019 11/12/2019 06/30/2023 At-Large Replaced Smith
Metayer Frank District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2024 06/30/2028 At-Large Replaced Combs
VACANT - Doria Jose
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 06/20/2017 06/30/2021
0 05/26/2015 06.02/2015 06/30/2017 At-Large Replaced Starkey
VACANT - Iuli David District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 At-Large Will continue to serve until seat is filled
1 06/04/2019 06/11/2019 06/30/2022 At-Large Replaced Sanfilippo
VACANT - Sclafani Anthony District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026
1 09/25/2018 10/02/2018 06/30/2022 At-Large Replaced Hall
Printed: 08/06/2026 Page 289 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Board of Ethics Roster
Filing Categories: 1,2 Positions: 7 Vacant: 0
Secretary: Sydnie Montalvo Chair: Bobby Salas Vice Chair: Leslie Hurst
Last Name First Name Address
Barragan Isidro District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 10/01/2019 10/15/2019 06/30/2023 At-Large Replaced Voorhees
Gersten William District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029 At-Large
1 09/27/2022 10/04/2022 06/30/2025 At-Large Replaced Wellings
Hurst Leslie District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 12/12/2023 01/09/2024 06/30/2026 At-Large Replaced Davenport
Padilla Gustavo District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/21/2025 12/02/2025 06/30/2028 At-Large Replaced Colon-Torres
Salas Bobby District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/19/2024 03/26/2024 06/30/2026 At-Large Replaced Carmen Torres
Torres Jose District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027
0 09/27/2022 10/04/2022 06/30/2023 At-large Replaced Teel
Velissaropoulos Alexia District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027
0 09/27/2022 10/04/2022 06/30/2023 At-large Replaced Chinn
Printed: 08/06/2026 Page 290 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Board of Library Trustees Roster
Filing Categories: N/A Positions: 6 Vacant: 2
Secretary: Zoe Peritz Chair: Rita Beyers Vice Chair: James Moffat
Last Name First Name Address
Beyers Rita District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2029
0 12/17/2024 01/07/2025 06/30/2025 District 4 Nominee Replaced Clark | Seat reassigment on 7/21/26
Glinsky Isabella District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2027
0 12/17/2024 01/07/2025 06/30/2025 Youth Advisory Member (non-voting)No previous appointment to this seat
Larson Toby District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 04/18/2023 04/25/2023 06/30/2026 At-Large Replaced Moreno C
Moffat James District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/17/2023 10/24/2023 06/30/2027 District 2 Nominee Replaced Bruder | Seat reassigment on 7/21/26
VACANT - Ellison Roselle District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 Will continue to serve until seat is filled
1 07/24/2018 08/07/2018 06/30/2022 District 3 Nominee Replaced Mellor | Seat reassigment on 7/21/26
VACANT - Holleron Carrie District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 04/18/2023 04/25/2023 06/30/2026 District 1 Nominee Replaced Riubel J | | Seat reassigment on 7/21/26
Printed: 08/06/2026 Page 291 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Charter Review Commission Roster
Filing Categories: 1,2,7 Positions: 7 Vacant: 3
Secretary: Sydnie Montalvo Chair: Victor Lopez Vice Chair: Larry Disharoon
Last Name First Name Address
Castillo Guillermo District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 03/18/2025 04/01/2025 06/30/2026 At-Large Replaced Scofield
Disharoon Larry District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/13/2024 06/30/2028
1 07/28/2020 08/04/2020 06/30/2024 At-Large Replaced Ross
Keyes Ryan District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 02/11/2025 02/25/2025 06/30/2028 District 3 Nominee Replaced Glanz | Seat reassigment on 7/21/26
Lopez Victor District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 04/18/2023 04/25/2023 06/30/2026 At-Large Replaced McDonald-Hernandez R
VACANT - Buddingh Jan District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025 Will continue to serve until seat is filled
1 07/24/2018 08/07/2018 06/30/2021 District 1 Nominee Replaced Bellamy | Seat reassigment on 7/21/26
VACANT - Hopida Edgar District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025
1 08/15/2017 09/12/2017 06/30/2021 District 4 Nominee Replaced Spethman | Seat reassigment on 7/21/26
VACANT - Inzunza Michael District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/10/2021 06/30/2025 Leave Date 11/7/2024
0 10/20/2020 11/03/2020 06/30/2021 District 2 Nominee Replaced O'Donnell | Seat reassigment on 7/21/26
Printed: 08/06/2026 Page 292 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Civil Service Commission Roster
Filing Categories: 3 Positions: 5 Vacant: 3
Secretary: Zoe Peritz Chair: Cory Fish Vice Chair: Lourdes Nunez-Silva
Last Name First Name Address
Baranic Michael District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 02/11/2025 02/25/2025 06/30/2028 At-Large, nominated by Mayor Replaced Sepulveda
Nunez-Silva Lourdes District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027
0 04/18/2023 04/25/2023 06/30/2023 Council Appointment from nomination by Classified
Employees
Replaced Salas S
VACANT - Carbuccia Jennifer District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025
1 06/28/2017 06/30/2021 At-Large, nominated by Mayor
0 02/04/2016 02/16/2016 06/30/2017 Appointed by City Council Replaced Villegas-Zuniga
VACANT - Fish Cory District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/28/2020 06/30/2024 Will continue to serve until seat is filled
1 08/22/2017 09/12/2017 06/30/2020 Council appt from nomination by Commission Replaced Reeve
VACANT - Strong Andrew District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 04/18/2023 04/25/2023 06/30/2025 Council appointment from nomination by Classified
Employees
Replaced Gersten W
Printed: 08/06/2026 Page 293 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Cultural Arts Commission Roster
Filing Categories: N/A Positions: 10 Vacant: 5
Secretary: Karina Lafarga Chair: Kate Bishop Vice Chair: Lee Kohse
Last Name First Name Address
Bishop Kate District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/09/2022 06/30/2026
0 07/28/2020 08/04/2020 06/30/2022 Arts Professional Replaced Penunuri
Echevarria Maria District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 09/23/2025 06/30/2027 Youth Advisory Member (non-voting)Replaced Jing
Muraoka Ken District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027
0 02/21/2023 03/07/2023 06/30/2023 At-Large Replaced Rodriguez T
Rufolo Thelma District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 12/17/2024 01/07/2025 06/30/2026 Arts Professional Replaced Gray
Sablan Felix District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2029
0 07/16/2024 08/13/2024 06/30/2025 Arts Professional Replaced Zamora-Aguilar
VACANT - Brady Christine District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 07/25/2023 08/08/2023 06/30/2024 At-Large Replaced Redondo
VACANT - Zavala Daniel
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 At-Large Replaced Roberts
VACANT - Kohse Lee District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 Will continue to serve until seat is filled
1 11/05/2019 11/12/2019 06/30/2022 Arts Professional Replaced Daniels
VACANT - Ruiz Giancarlo District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/08/2024 10/15/2024 06/30/2028 Arts Professional Replaced Maynard - leave date 2/17/26
Printed: 08/06/2026 Page 294 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Cultural Arts Commission Roster
Filing Categories: N/A Positions: 10 Vacant: 5
Secretary: Karina Lafarga Chair: Kate Bishop Vice Chair: Lee Kohse
Last Name First Name Address
VACANT - Ward Taylor District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026
1 02/05/2019 02/26/2019 06/30/2022 Arts Professional Replaced Sywyj
Printed: 08/06/2026 Page 295 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Health, Wellness, and Aging Commission Roster
Filing Categories: N/A Positions: 10 Vacant: 1
Secretary: Karina Lafarga Chair: Elizabeth Murphy Vice Chair: Juan Guerrero
Last Name First Name Address
Cressler John District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/05/2025 09/09/2025 06/30/2028 District 2 Resident Replaced Martinez
Edwan Marisol District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 02/21/2023 03/07/2023 06/30/2026 Expert Representative Replaced Melgoza
Guerrero Juan District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 03/18/2025 04/01/2025 06/30/2026 District 3 Resident Replaced Persichilli
Hernandez-Nader Freda District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/13/2024 06/30/2028
1 07/28/2020 08/04/2020 06/30/2024 District 4 Resident Replaced Velo
Johnson Mary District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 02/21/2023 03/14/2023 06/30/2024 Expert Representative Replaced Rodriguez A
Mallen Pat District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/08/2023 09/11/2023 06/30/2027 District 1 Resident Replaced Cruz
Montano Monica District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 03/01/2022 03/15/2022 06/30/2025 Expert Representative Replaced De Murguia
Murphy Elizabeth District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 07/28/2020 08/04/2020 06/30/2023 Expert Representative Replaced Milburn
Murphy Morgan District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2027
0 07/16/2024 08/13/2024 06/30/2025 Youth Advisory Member (non-voting)Original YAM
Printed: 08/06/2026 Page 296 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Health, Wellness, and Aging Commission Roster
Filing Categories: N/A Positions: 10 Vacant: 1
Secretary: Karina Lafarga Chair: Elizabeth Murphy Vice Chair: Juan Guerrero
Last Name First Name Address
VACANT - Orozco-
Valdivia
Barbara District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/10/2021 06/30/2025
0 01/05/2021 02/02/2021 06/30/2021 Expert Representative Replaced Partida Lopez
Printed: 08/06/2026 Page 297 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Housing and Homelessness Advisory Commission Roster
Filing Categories: 1,2,6,7 Positions: 9 Vacant: 3
Secretary: Karina Lafarga Chair: * TBD Vice Chair: * TBD
Last Name First Name Address
Carlseen Peter District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 06/30/2026 At-Large Replaced Bustamante J
Contreras Gerardo District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/08/2024 10/15/2024 06/30/2028 Tenant Representative Replaced Robles
Matuszynski Bogdan District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 11/18/2025 06/30/2029 At-Large Replaced Cabral
Montoya-Cesena Juliette District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 03/28/2023 06/30/2026 Ex-Officio (non-voting)Replaced Owusu S
Pacheco Karla District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 03/28/2023 06/30/2026 Ex-Officio (non-voting)Replaced Hoyos, M.
Whitsell Paula District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 02/21/2023 03/07/2023 06/30/2026 Expert Representative Replaced Lisama
VACANT - Merino James
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025
1 06/20/2017 06/30/2021 Expert Representative Replaced Zaker
VACANT - Paddock Norman District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/13/2024 06/30/2028 Leave Date 11.11.25
1 11/17/2020 12/01/2020 06/30/2024 Tenant Representative (62 years of age or older)Replaced Cudal
VACANT - Robinson
Opeodu
Vikki District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029 Leave Date 10/14/2025
1 12/14/2021 01/25/2022 06/30/2025 Expert Representative Replaced Quero
Printed: 08/06/2026 Page 298 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Human Relations Commission Roster
Filing Categories: N/A Positions: 12 Vacant: 2
Secretary: Mariluz Zepeda Chair: Petrina Branch Vice Chair: Nadia Kean-Ayub
Last Name First Name Address
Diaz David District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 07/27/2023 06/30/2027 District 3 Resident Replaced Godinez
Gomez Christian District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2027
1 07/25/2023 06/30/2025
0 05/16/2023 05/23/2023 06/30/2023 Youth Advisory Member (non-voting)1st seat appoitmnet
Hecklinski Tiffany District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2029
0 04/23/2024 05/07/2024 06/30/2025 District 2 Resident Replaced Baber
Hodge Sandra District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028 District 2 Resident
0 10/17/2023 10/24/2023 06/30/2024 At-Large Replaced Custodio-Tan
Holm Julie District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 07/26/2023 06/30/2027 District 4 Resident Replaced Ratner
Huizar Amado District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 12/17/2024 01/07/2025 06/30/2028 At-Large Replaced Felix
Lares-Urquidez Leticia District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 04/18/2023 04/25/2023 06/30/2026 District 4 Resident Replaced Medina R
Olaoye Mopelola District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029 District 3 Resident
1 07/27/2021 08/10/2021 06/30/2025 District 3 Representative Replaced Gonzalez D
Pajanor Appaswamy
"Vino"
District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/13/2024 06/30/2028
1 06/14/2022 08/09/2022 06/30/2024 At-Large Replaced Martinez-Montes
Printed: 08/06/2026 Page 299 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Human Relations Commission Roster
Filing Categories: N/A Positions: 12 Vacant: 2
Secretary: Mariluz Zepeda Chair: Petrina Branch Vice Chair: Nadia Kean-Ayub
Last Name First Name Address
Redondo Jeff District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 08/29/2023 06/30/2027 At-Large Replaced Lake
VACANT - Branch Petrina District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 District 1 Resident Will continue to serve until seat is filled
1 06/12/2018 06/30/2022
0 11/07/2017 11/21/2017 06/30/2018 At-Large Original Member
VACANT - Kean-Ayub Nadia District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 District 1 Resident
1 01/22/2019 02/05/2019 06/30/2022 At-Large Replaced Bordeaux
Printed: 08/06/2026 Page 300 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Measure A Citizens' Oversight Committee Roster
Filing Categories: N/A Positions: 11 Vacant: 5
Secretary: Mariluz Zepeda Chair: Jennifer Carbuccia Vice Chair: Patricia Alvarez de los Cobos
Last Name First Name Address
Alvarez de los Cobos Patricia District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 08/08/2023 06/30/2027 Chula Vista Chamber of Commerce Representative Replaced Cromer
Baiza Matthew District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/21/2025 11/04/2025 06/30/2029 District 2 Resident Replaced Cruz
Carbuccia Jennifer District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/22/2025 08/05/2025 06/30/2029 District 3 Resident Replaced Becotte
Estrada Mayra District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 10/08/2024 06/30/2028 Association of Chula Vista Employees Representative Replaced Estrada
Monreal Joel District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 10/08/2024 06/30/2028 Chula Vista Police Officers Association Representative Replaced Bruzee
Reeves Victor District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 09/23/2025 06/30/2029 Chula Vista International Association of Fire Fighters
Representative
Replaced Roberts
VACANT - Guillen Manolo District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 Will continue to serve until seat is filled
1 09/20/2018 09/26/2018 06/30/2022 Fire Chief Rep Original member
VACANT - Sallee William District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027 Leave Date 01/14/2026
0 04/26/2022 05/03/2022 06/30/2023 Police Chief Rep Replaced Ficacci
VACANT - Schreck Daniel District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 12/17/2024 01/07/2025 06/30/2028 Chula Vista Mid-Managers Professional Employees
Representative
Replaced Rivera
VACANT - Stucky David District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 District 1 Resident Will continue to serve until seat is filled
Printed: 08/06/2026 Page 301 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Measure A Citizens' Oversight Committee Roster
Filing Categories: N/A Positions: 11 Vacant: 5
Secretary: Mariluz Zepeda Chair: Jennifer Carbuccia Vice Chair: Patricia Alvarez de los Cobos
Last Name First Name Address
1 09/20/2018 09/26/2018 06/30/2022 District 1 Resident Original member
VACANT - Volland John District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2022 06/30/2026 District 4 Resident Will continue to serve until seat is filled
1 09/20/2018 09/26/2018 06/30/2022 District 4 Representative Original member
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Measure P Citizens' Oversight Committee Roster
Filing Categories: N/A Positions: 9 Vacant: 3
Secretary: Sunem Carballo Chair: David Garcias Vice Chair: * TBD
Last Name First Name Address
Clark David District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/14/2024 06/30/2027 District 4 Resident Replaced Garcia-Lopez, Original term 06/30/2025 - Term reassignment
ratified by Council on April 1. 2025.
Enriquez Nicole District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/01/2021 06/30/2026 Original term 06/30/2025 - Term reassignment ratified by Council on April
1. 2025.
0 04/13/2021 04/20/2021 06/30/2021 Parks and Recreation Commission Rep.Replaced Fernandez
Ilyas Saad District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/10/2021 06/30/2027 District 3 Resident Original term 06/30/2025 - Term reassignment ratified by Council on April
1. 2025.
0 04/13/2021 04/20/2021 06/30/2021 District 3 Representative Replaced Prater
Korgan Christos District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 10/08/2024 06/30/2028 Sustainability Commission Representative Replaced Romo. Original term 06/30/2025 - Term reassignment ratified
by Council on April 1. 2025.
Rahimzadeh Sassan District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2027 06/30/2028 Chula Vista Chamber of Commerce Representative Replaced Saldivar.Original term 06/30/2025 - Term reassignment ratified
by Council on April 1. 2025.
Schmidt Lisa District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 10/21/2025 11/04/2025 06/30/2029 District 2 Resident Replaced Redo
VACANT - Freels Mona District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025
1 03/02/2017 03/15/2017 06/30/2021 At-Large Original member
VACANT - Martinez Greg District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2026 District 1 Resident Original term 06/30/2025 - Term reassignment ratified by Council on April
1. 2025.
1 11/28/2018 12/18/2018 06/30/2021 District 1 Representative Replaced Whitsell
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Measure P Citizens' Oversight Committee Roster
Filing Categories: N/A Positions: 9 Vacant: 3
Secretary: Sunem Carballo Chair: David Garcias Vice Chair: * TBD
Last Name First Name Address
VACANT - Garcias David
Term Appoint Swear in Term Exp. Appt. Criteria
2 08/10/2021 06/30/2025
1 03/02/2017 03/07/2017 06/30/2021 San Diego & Imperial Counties Labor Council RepresentativeOriginal memberOriginal member
Page 304 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Parks and Recreation Commission Roster
Filing Categories: N/A Positions: 8 Vacant: 5
Secretary: Sunem Carballo Chair: Martin Calvo Vice Chair: Michelle Rodriguez
Last Name First Name Address
Calvo Martin District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 04/18/2023 04/25/2023 06/30/2024 At-Large Replaced German M
Fawver Jessica District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2024 06/30/2028 At-Large Replaced Gregorio
Rodriguez Michelle District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 09/10/2024 09/17/2024 06/30/2026 District 4 Resident Replaced Sheridan
VACANT - Englehart Brianna District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027 Previously Brianna Conser - leave Date 2/16/26
1 05/18/2021 06/01/2021 06/30/2023 At-Large Replaced Doyle
VACANT - Enriquez Nicole District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 Will continue to serve untill seat is filled
1 09/11/2018 09/18/2018 06/30/2022 District 2 Resident Replaced Buddingh | Seat reassigment on 7/21/26
VACANT - Padilla Ashleigh District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 09/15/2020 09/22/2020 06/30/2023 District 3 Resident Replaced Fernandez | Seat reassigment on 7/21/26
VACANT - Welborne Johnnie District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 10/08/2024 10/15/2024 06/30/2025 Youth Advisory Member (non-voting)Seat's 1st Appointment
VACANT - Zarem John District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/10/2021 06/30/2025 Will Continue to serve untill seat is filled
1 06/28/2017 07/11/2017 06/30/2021 District 1 Representative Replaced Soto
Printed: 08/06/2026 Page 305 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Planning Commission Roster
Filing Categories: 7 Positions: 7 Vacant: 2
Secretary: Mariluz Zepeda Chair: Rodrigo Leal Vice Chair: Jerome Torres
Last Name First Name Address
Combs Jim District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 09/20/2022 09/27/2022 06/30/2025 Qualified Professional Replaced Nava
Jones Tim District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/22/2025 08/05/2025 06/30/2029 At-Large Replaced Burroughs
Leal Rodrigo District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/08/2023 09/12/2023 06/30/2026 Qualified Professional Replaced Milburn
Sanfilippo Charles District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/20/2024 09/10/2024 06/30/2028 At-Large Replaced Zaker
Torres Jerome District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 07/23/2019 06/30/2023 PC Rep for Bayfront Cultural & Design Committee
0 04/09/2019 04/16/2019 06/30/2019 At-Large Replaced Calvo
VACANT - De La Rosa Michael District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 07/23/2019 06/30/2023 PC Rep for Bayfront Cultural & Design Committee
0 11/28/2018 12/18/2018 06/30/2019 Qualified Professional Replaced Anaya
VACANT - Felber Bryan District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/20/2022 09/27/2022 06/30/2026 At-Large Replaced Gutierrez
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City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Privacy Protections and Technology Advisory Commission Roster
Filing Categories: 5 Positions: 8 Vacant: 1
Secretary: Mariluz Zepeda Chair: Susan Lake Vice Chair: Pati Ruiz
Last Name First Name Address
Batson Marlano District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2029
0 01/09/2024 01/16/2024 06/30/2025 Ex-Officio (non-voting) City Manager Representative Original Memmber - City Mgr Exp Area: 3
Chambers Guy District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 12/12/2023 01/09/2024 06/30/2024 At-Large Initial Member - City Mngr Exp Area: 4
Godinez Robert District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 12/12/2023 01/09/2024 06/30/2024 District 3 Nominee Original Member - City Mgr Exp Area: 5
Lake Susan District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 12/12/2023 01/09/2024 06/30/2027 District 4 Nominee Original Member - City Mgr Exp Area:5
Pulido Richard District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/08/2025 06/30/2029
0 10/08/2024 11/12/2024 06/30/2025 Mayor Representative Replaced Gonzales - City Manager Exp Areas; 2 ,3, 4
Ruiz Pati District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 11/28/2023 01/09/2024 06/30/2026 District 2 Nominee Origimal Member - City Mgr Exp Areas: 1, 2, 5
Wood Eric District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 11/28/2023 01/09/2024 06/30/2027 District 1 Nominee Original Member - City Mgr Exp Areas: 1, 2, 4
VACANT - Williams Devon District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 11/28/2023 01/09/2024 06/30/2026 At-Large Mayor Representative Original Member - City Mgr Exp Areas: None
Printed: 08/06/2026 Page 307 of 402
City of Chula Vista - City Council
August 11, 2026 Post City Council/Housing Authority/Successor Agency to the RDA Agenda
Sustainability Commission Roster
Filing Categories: N/A Positions: 9 Vacant: 2
Secretary: Mariluz Zepeda Chair: Christos Korgan Vice Chair: Hayley Salazar
Last Name First Name Address
Cortes Rodriguez Sofia District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 09/23/2025 06/30/2027 Youth Advisory Member (non-voting)Replaced Costello
Guevara Gluyas Adriana District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/25/2023 06/30/2027
1 07/23/2019 04/08/2019 06/30/2023
0 03/26/2019 04/08/2019 06/30/2019 District 1 Nominee Replaced Valen | Seat reassigment on 7/21/26
Knox John District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 03/07/2023 03/28/2023 06/30/2025 At-Large Replaced Matthias,T
Korgan Christos District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/05/2025 06/30/2029
1 08/10/2021 06/30/2025
0 07/09/2019 07/23/2019 06/30/2021 District 3 Nominee Replaced McMillin | Seat reassigment on 7/21/26
Liang Stephanie District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 09/23/2025 06/30/2027 Youth Advisory Member (non-voting)Replaced Wu
Salazar Hayley District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028 PC Rep for Bayfront Cultural & Design Committee
0 03/07/2023 03/28/2023 06/30/2024 At-Large Replaced Rodriguez,A
Sharkey Jeanine District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028
0 07/25/2023 08/08/2023 06/30/2024 At-Large Replaced A Rodriguez
VACANT - Alatorre Raymundo District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 03/04/2023 06/30/2026 District 2 Nominee Replaced Legaspi | Seat reassigment on 7/21/26
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City of Chula Vista - City Council
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Sustainability Commission Roster
Filing Categories: N/A Positions: 9 Vacant: 2
Secretary: Mariluz Zepeda Chair: Christos Korgan Vice Chair: Hayley Salazar
Last Name First Name Address
VACANT - Buquiran Eleuterio District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 07/16/2024 08/13/2024 06/30/2026 District 4 Nominee Replaced Fairley Leave Date 08/01/2025 | Seat reassigment on 7/21/26
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Traffic Safety Commission Roster
Filing Categories: N/A Positions: 7 Vacant: 2
Secretary: Karina Lafarga Chair: Rodney Caudillo Vice Chair: * TBD
Last Name First Name Address
Caudillo Rodney District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 07/25/2023 06/30/2027
0 03/07/2023 04/13/2023 06/30/2023 At-Large Replaced Francisco J
DeMarco Tim District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 03/23/2023 06/30/2026 At-Large Replaced Faaola
Galicia Alejandro District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/09/2025 10/07/2025 06/30/2029 At-Large Replaced Ed Flores
Luke Arnold District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 04/26/2022 05/03/2022 06/30/2025 District 2 Resident Replaced Munoz | Seat reassigment on 7/21/26
Marroquin Jorge District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2024 06/30/2028 District 1 Resident Replaced Cervantes (Previously served from 2014 to 2022, returned in
2024) | Seat reassigment on 7/21/26
2 06/12/2018 06/30/2022
1 12/02/2014 12/16/2014 06/30/2018 At-Large Replaced Gutierrez
VACANT - Becerra Firsht Monica District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 06/30/2026 District 3 Resident Replaced Marroquin | Seat reassigment on 7/21/26
VACANT - Orso-Delgado Pedro District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 08/09/2022 06/30/2026 Will continue to serve unti seat is filled
1 04/16/2019 05/07/2019 06/30/2022 District 4 Resident Replaced Mashall | Seat reassigment on 7/21/26
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Veterans Advisory Commission Roster
Filing Categories: N/A Positions: 7 Vacant: 2
Secretary: Sunem Carballo Chair: * TBD Vice Chair: Nimpa Akana
Last Name First Name Address
Akana Nimpa District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 03/07/2023 03/28/2023 06/30/2026 At-Large Replaced Larkin
Castro Francia District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 07/25/2023 08/08/2023 06/30/2025 District 2 Nominee Replaced Moyer | Seat reassigment on 7/21/26
Jimenez Elmer District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2024 06/30/2027 At-Large Replaced Martines-Jimenez
Nava Ricardo District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 09/10/2024 09/17/2024 06/30/2028 District 1 Nominee Replaced Balolong | Seat reassigment on 7/21/26
Pine Lynne District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
2 07/08/2025 06/30/2029
1 12/07/2021 01/25/2022 06/30/2025 At-Large Replaced Sears
VACANT - Stewart Anthony District 2
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 12/12/2023 01/09/2024 06/30/2026 District 4 Nominee Replaced Hooker (Previously served from 2012 to 2020, returned in
2023) Leave Date:10/01/2025 | Seat reassigment on 7/21/26
2 06/14/2016 06/30/2020
1 07/17/2012 08/07/2012 06/30/2016 Replaced Pellerin
VACANT - Williams Tanya District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 08/13/2024 06/30/2028 Leave Date 10/16/25
0 03/07/2023 03/07/2023 06/30/2024 District 3 Nominee Replaced Torres,J | Seat reassigment on 7/21/26
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Wildlife Advisory Group Roster
Filing Categories: N/A Positions: 4 Vacant: 0
Secretary: N/A Chair: N/A Vice Chair: N/A
Last Name First Name Address
Johnson Susan District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 02/12/2017 06/30/2050 Southwest Representative Replaced DeLeon
Matthei Paula District 4
Term Appoint Swear in Term Exp.Appt. Criteria Comments
1 01/10/2017 06/30/2050 Northwest Representative Replaced Pieters
Sharkey Jeanine District 3
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 06/30/2050 Sustainability Commission Representative
Torres Rafael District 1
Term Appoint Swear in Term Exp.Appt. Criteria Comments
0 08/24/2021 06/30/2050 Southeast Representative
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Term Appt Process Board & Commission Name Appointment
Date (in due date FY24/25 FY23/24 FY 22/23 FY 21/22 FY 20/211A1C - 1 C 1/7 1/4 - - - 2 O2O2A 6/11 2/82A2A2A 0/2 - 2 A - 2 A - 2 A - 2 C2B 0/10 1/6 1/11 - - 2 C - - 2 A2A
** Attendance is reported in the following format: Number of Meetings Missed (excused or unexcused absences) / Number of Meetings Held (meetings held prior to an individual being appointed are not included)
Appointment Process: A - General Appointment, B - C -District Based Appointment, O - B&C Individual Municipal Code
A member is considered compliant with the ethics training requirement when:A) He/She has completed ethics training within the past two years and provided a certificate of completion to the City Clerk's office; ORB) He/She has not yet completed ethics training and has served less than one year (all members have one year to complete the initial ethics training)
Attendance (Meetings Missed/Meetings Held**)
Commissioner Attendance & Training Records
Terms Expiring June 30, 2026
Page 313 of 402
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Memo
August 5, 2026
TO: Kerry Bigelow, City Clerk
CC: Karina L. Lafarga
FROM: Mayor John McCann
RE: Board and Commission Appointments
The Mayor would like to appoint Karla Teuffer for appointment to the Board of Appeals and
Advisors. Karla Teuffer will replace former Commissioner Jose Doria.
The Mayor would like to appoint Erik Nava for appointment to the Measure A Citizens’ Oversight
Committee. Erik Nava will replace former Commissioner William Sallee.
The Mayor would like to appoint Deepa Kurup for appointment to the Health, Wellness, and Aging
Commission. Deepa Kurup will replace former Commissioner Barbara Orozco-Valdivia.
The Mayor would like to appoint Jaye Okamoto for appointment to the Measure P Citizens’
Oversight Committee. Jaye Okamoto will replace former Commissioner Mona Freels.
The Mayor would like to appoint Roselle Ellison for appointment to the Cultural Arts Commission.
Roselle Ellison will replace former Commissioner Daniel Zavala.
The Mayor would like to appoint Lisa Brannen for appointment to the Cultural Arts
Commission. Lisa Brennen will replace former Commissioner Christine Brady.
The Mayor would like to appoint Manuel Vera for appointment to the Cultural Arts Commission.
Manuel Vera will replace former Commissioner Giancarlo Ruiz.
The Mayor would like to appoint Kris Finch for appointment to the Cultural Arts Commission.
Kris Finch will replace former Commissioner Lee Koshe.
The Mayor would like to appoint Omar Armas for appointment to the Cultural Arts Commission.
Omar Armas will r eplace former Commissioner Taylor Ward.
Chula Vista City Hall ・276 4th Avenue ・Chula Vista ・CA 91910・jmccann@chulavistaca.gov Page 314 of 402
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Form Rev 9/30/2025
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA SUPPORTING SENATE BILL 1138,
ASSEMBLY BILL 1761, AND ASSEMBLY BILL 2493 TO
PROMOTE ENERGY AFFORDABILITY, RATEPAYER
TRANSPARENCY, AND ELECTRIC GRID
ACCOUNTABILITY
WHEREAS, California residents continue to experience rising electricity costs that have
placed increasing financial burdens on households and businesses throughout the state; and
WHEREAS, many residents of the City of Chula Vista are served by San Diego
Community Power for electric generation, whose mission includes providing reliable, affordable,
clean energy while protecting the interests of local ratepayers; and
WHEREAS, increasing transparency, improving oversight of utility expenditures, and
reducing unnecessary costs passed on to customers are important public policy objectives that help
promote affordable and reliable electric service; and
WHEREAS, Senate Bill 1138 (Padilla) would authorize load-serving entities, including
Community Choice Aggregators such as San Diego Community Power, to meet up to 25 percent
of its resource adequacy compliance obligation through short-term transactions with another load-
serving entity providing additional flexibility to manage compliance more efficiently without
weakening reliability requirements to ensure enough electricity resources are available to meet
customer demand and maintain grid reliability; and
WHEREAS, Assembly Bill 1761 (Rogers) would improve transparency by requiring
disclosure of all data that is used to calculate the Power Charge Indifference Adjustment (PCIA),
including cost inputs, forecasting, and assumptions, and methodologies thereby allowing
Community Choice Aggregators, like San Diego Community Power, to verify calculations,
improve forecasting, and better protect ratepayers from unexpected cost increases; and
WHEREAS, Assembly Bill 2493 (Petrie-Norris) would strengthen oversight of
transmission projects by requiring each large electrical corporation to retain an independent third-
party auditor to review transmission-and interconnection-related project delays and promote
timely project completion by requiring large electrical corporations to begin the permitting process
within one year of the adoption of the transmission project in the annual transmission plan, thereby
supporting development of clean energy resources; and
WHEREAS, San Diego Community Power has identified Senate Bill 1138, Assembly Bill
1761, and Assembly Bill 2493 as priority legislation supporting greater affordability, transparency,
and accountability within California's electric system; and
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Resolution No.
Page 2
WHEREAS, support for these measures advance policy objectives consistent with the City
of Chula Vista Legislative Platform's Environmental Quality policy area by promoting greater
energy affordability and transparency while supporting broader access to clean energy
technologies, particularly for under-resourced community members, and encouraging programs
that incentivize energy and water conservation and the adoption of clean energy and zero-emission
technologies.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it supports Senate Bill 1138, Assembly Bill 1761, and Assembly Bill 2493 that promote energy
affordability, ratepayer transparency, and electric grid accountability and respectfully urges the
California Legislature and Governor to enact these measures.
Presented by Approved as to form by
Michael Inzunza Marco A. Verdugo
Councilmember, District 3 City Attorney
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Micheal Inzunza, you are asking for transparency .
I believe that is like you telling the pigs to stay clean
while you are in the Mud.
Item 12.1 - Written Communications
Acosta - Received 08_10_2026
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Micheal Inzunza
is Senator Padilla Aware What you and your 3 Amigos tried to do.
During July 21st council meeting
If not perhaps Senator Padilla and or his Stuff should go online and read about it.
If not,I will include them in this email
•I do NOT trust Micheal
Inzunza He has lied to me.
•I highly suggest Senator
Padilla and or his Office stuff
read why Chula Vista
Community for the First time
ever Democrats and
Republican reunited at City
Hall were upset with all 4
council members.
7.2
Ballot Initiative: Provide Direction
on a Proposed Amendment to the
Chula Vista City Charter, Consider
Placing a Measure on November 3,
2026, Ballot to Amend the Charter,
Carry Out Necessary Election
Procedures, & Authorize Other
Necessary Actions
Item 12.1 - Written Communications
Acosta - Received 08_10_2026
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