HomeMy WebLinkAboutAgenda Package - Regular City Council Meeting of March 4, 2025AGENDA
Consolidated Regular Meeting
City Council Chamber - 1243 National City
Boulevard, National City, CA
Ron Morrison, Mayor
Marcus Bush, Vice-Mayor – District 4 Benjamin A. Martinez, City Manager
Luz Molina, Councilmember- District 1 Barry J. Schultz, City Attorney
Jose Rodriguez, Councilmember -District 2 Shelley Chapel, MMC, City Clerk
Ditas Yamane, Councilmember – District 3
_______________________________________________________________________
The City Council also sits as the City of National City Community Development Commission, Housing Authority,
Joint Powers Financing Authority, and Successor Agency to the Community Development Commission as the
National City Redevelopment Agency
Thank you for participating in local government and the City of National City Council Meetings.
Meetings: Regular City Council Meetings are held on the first and third Tuesday of the month at
6:00 p.m. Special Closed Session Meetings and Workshops may be same day, the start time is
based on needs. Check Special Agendas for times.
Location: Regular City Council Meetings are held in the Council Chamber located at City Hall,
1243 National City Boulevard, National City, CA 91950, the meetings are open to the public.
Agendas and Material: Agendas and Agenda Packet for items listed are available on the City
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Public Participation: Encouraged in a number of ways as described below. Members of the
public may attend the City Council Meeting in person, watch the City Council Meeting via live web
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viewing on the City’s website.
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Public Comment: Persons wishing to address the City Council on matters not on the agenda
may do so under Public Comments. Those wishing to speak on items on the agenda may do so
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meeting or immediately following the announcement of the item. All comments will be limited
up to three (3) minutes. The Presiding Officer shall have the authority to reduce the time allotted
to accommodate for a large number of speakers. (City Council Policy 104)
All written comment must be submitted no later than four (4) hours prior to the start of the
meeting to allow time for distribution to the City Council.
EFFECTIVE JANUARY 1, 2023
All Contributions to Candidates and Current Elected Officials are required to self-report a
Declaration of Campaign Contribution to a Councilmember of more than $250 within the past
year (effective Jan 1, 2023). This report may be included on the Public Comment Speaker Slip to
be completed prior to the City Council Meeting.
Spanish Interpretation Services: Spanish Interpretation Services are available; please
contact the City Clerk before the start of the meeting for assistance.
American Disabilities Act Title II: In compliance with the American Disabilities Act of 1990,
persons with a disability may request an agenda in appropriate alternative formats as required by
Title II. Any person with a disability who requires a modification or accommodation to participate
in a meeting should direct such request to the City Clerk’s Office (619) 336-4228 at least 24 hours
in advance of the meeting.
AGENDA
Consolidated Regular Meeting
City Council Chamber - 1243 National City
Boulevard, National City, CA
Ron Morrison, Mayor
Marcus Bush, Vice-Mayor – District 4 Benjamin A. Martinez, City Manager
Luz Molina, Councilmember- District 1 Barry J. Schultz, City Attorney
Jose Rodriguez, Councilmember -District 2 Shelley Chapel, MMC, City Clerk
Ditas Yamane, Councilmember – District 3
_______________________________________________________________________
The City Council also sits as the City of National City Community Development Commission, Housing Authority,
Joint Powers Financing Authority, and Successor Agency to the Community Development Commission as the
National City Redevelopment Agency
Gracias por participar en las reuniones del gobierno local y del Consejo de la Ciudad de National
City.
Reuniones: Las reuniones regulares del Consejo Municipal se llevan a cabo el primer y tercer
martes del mes a las 6:00 p.m. La reunión especial de sesión privada y los talleres pueden ser el
mismo día, la hora de inicio se basa en las necesidades. Consulte las agendas especiales para
conocer los horarios.
Ubicación: Las reuniones regulares del Concejo Municipal se llevan a cabo en la Cámara del
Consejo ubicada en el Ayuntamiento, 1243 National City Boulevard, National City, CA 91950, las
reuniones están abiertas al público.
Agendas y Material: Las Agendas y el Paquete de Agenda para los temas enumerados están
disponibles en el sitio web de la Ciudad y se distribuyen al Concejo Municipal no menos de 72
horas antes de la Reunión del Concejo Municipal. Regístrese para recibir notificaciones
electrónicas cuando se publiquen artículos.
Participación pública: Se fomenta de varias maneras como se describe a continuación. Los
miembros del público pueden asistir a la Reunión del Concejo Municipal en persona, ver la
Reunión del Concejo Municipal a través de la transmisión web en vivo o participar de forma
remota a través de Zoom. Las grabaciones de las reuniones están archivadas y disponibles para
su visualización en el sitio web de la Ciudad.
Para escuchar la transmission en Español, registration por Zoom es requerido antes del comienzo
de la sesión.
Todo registro para la trasmisión por Zoom debe completarse dos (2) horas antes de la Reunión
del Concejo Municipal.
Comentario Público: Las personas que deseen dirigirse al Concejo Municipal sobre asuntos
que no están en la agenda pueden hacerlo bajo Comentarios públicos. Quienes deseen hacer uso
de la palabra sobre los temas del programa podrán hacerlo cuando se esté examinando el tema.
Por favor, envíe una solicitud del orador al Secretario de la Ciudad antes de la reunión o
inmediatamente después del anuncio del artículo. Todos los comentarios estarán limitados a tres
(3) minutos. El Presidente tendrá la autoridad para reducir el tiempo asignado para dar cabida a
un gran número de oradores. (Política del Concejo Municipal 104)
Si desea enviar comentarios por escrito, envíe un correo electrónico a la Oficina del Secretario de
la Ciudad al menos 1 hora antes de la Reunión del Consejo Municipal para dar tiempo a la
distribución al Consejo Municipal.
Todos comentarios deben estar sometidos a más tardar cuatro (4) horas antes del comienzo de
la sesión.
A PARTIR DEL 1 DE ENERO DE 2023
Todas las contribuciones a los candidatos y funcionarios electos actuales deben autoinformar una
Declaración de contribución de campaña a un concejal de más de $ 250 en el último año (a partir
del 1 de enero de 2023). Este informe puede incluirse en el Recibo del orador de comentarios
públicos que se completará antes de la reunión del Concejo Municipal
Servicios de interpretación en español: Los servicios de interpretación en español están
disponibles, comuníquese con el Secretario de la Ciudad antes del inicio de la reunión para
obtener ayuda.
Título II de la Ley de Discapacidades Americanas: En cumplimiento con la Ley de Discapacidades
Americanas de 1990, las personas con discapacidad pueden solicitar una agenda en formatos
alternativos apropiados según lo requerido por el Título II. Cualquier persona con una
discapacidad que requiera un modificación o adaptación para participar en una reunión debe
dirigir dicha solicitud a la Oficina del Secretario de la Ciudad (619) 336-4228 al menos 24 horas
antes de la reunión.
AGENDA
Consolidated Regular Meeting
Tuesday, March 4, 2025, 6:00 p.m.
City Council Chamber - 1243 National City Boulevard
National City, CA
Pages
1.CALL TO ORDER
2.ROLL CALL
3.PLEDGE OF ALLEGIANCE TO THE FLAG
4.INVOCATION
5.PUBLIC COMMENT
In accordance with State law, an item not scheduled on the agenda may be brought
forward by the general public for comment; however, the City Council will not be able to
discuss or take action on any issue not included on the agenda. Speakers will have up
to three (3) minutes.
6.PROCLAMATIONS AND RECOGNITION
6.1 Introduction of New City Employees 5
7.PRESENTATION (Limited to Five (5) Minutes each)
7.1 San Diego Community Power Presentation
8.REGIONAL BOARDS AND COMMITTEE REPORTS (Limited to Five (5) Minutes each)
Per Government Code Section 53232.3(d) also known as AB1234:
Members of a legislative body shall provide brief reports on meetings attended at the
expense of the local agency at the next regular meeting of the legislative body.
9.INTERVIEWS AND APPOINTMENTS
9.1 Appointments: Board of Library Trustees; Community & Police Relations
Commission; Parks, Recreation & Senior Citizen’s Advisory Committee; and,
Public Art Committee
6
Recommendation:
Mayoral Appointment with the City Councilmembers’ Confirmation.
9.2 Appointments: City Boards, Commissions, and Committees – City Council
Interview and Appointment for the Civil Service Commission and Planning
Commission.
52
Recommendation:
City Council to Conduct Interviews and Appoint.
10.CONSENT CALENDAR
The Consent Calendar may be enacted in one motion by the City Council with a Roll
Call Vote without discussion unless a Councilmember, a member of the Public, or the
City Manager requests an item be removed for discussion. Items removed from the
Consent Calendar will be considered immediately following the adoption of the
Calendar.
10.1 Approval of Reading by Title Only and Waiver of Reading in Full of Ordinance
on this Agenda
10.2 Approval of City Council Meeting Minutes 80
Recommendation:
Approve and file.
10.3 Emergency Medical System Transport Study 92
Recommendation:
Adopt the Resolution Entitled, “Resolution of the City Council of the City of
National City, California, Waiving the Formal Bid Process Pursuant to National
City Municipal Code Section 2.60.220 (B) Regarding the Sole Source for AP
Triton, LLC to Evaluate and Optimize the Emergency Medical Transport
System in National City and Approving and Authorizing the Mayor to Execute
a Professional Services Agreement by and between the City of National City
and AP Triton, LLC, for a Total Not-to-Exceed Amount of $51,250.00”.
10.4 First Amendment to the Agreement with North County E.V.S. Inc. for Fire
Apparatus Services
148
Recommendation:
Adopt the Resolution Entitled: “Resolution of the City Council of the City of
National City, California, Authorizing the Mayor to Execute a First Amendment
to the Agreement with North County E.V.S. Inc. to Extend the Agreement by
One-Year to June 30, 2026, and to Increase the Not-to-Exceed Amount by
Page 2 of 310
$100,000 for a Total Not-to-Exceed Amount of $150,000.”
10.5 Request to Install Red Curb “No Parking” at the Intersection of Palm Avenue
and E. 17th Street to Enhance Visibility at the Intersection.
153
Recommendation:
Authorizing the Installation of Red Curb “No Parking” at the Intersection of
Palm Avenue and E. 17th Street to Improve Visibility.”
10.6 Warrant Register #26 - #28 for the Period of 12/20/24 through 1/9/25 in the
Amount of $3,873,857.43
163
Recommendation:
Ratify Warrants Totaling $3,873,857.43
11.STAFF REPORTS
11.1 POLICY105 REQUEST- Presentation on National City Urban Forest
Management Plan
175
Recommendation:
Receive Presentation and Provide Direction to Staff.
11.2 Report on Sewer Rate Study and Proposed Rate Increase.189
Recommendation:
Adopt a Resolution Entitled: “Resolution of the City Council of the City of
National City, California, 1) Accepting the Sewer Rate Study; 2) Approving
Revisions to Policy No. 201, Maintenance of Reserve Funds; and 3)
Scheduling a Public Hearing and Directing Staff to Mail Out a Notice of Public
Hearing as Required by Proposition 218.”
11.3 Staff Report on the Establishment of a Tobacco Retail License Program.235
Recommendation:
Consider Staff Report and Give Direction to Staff on the Inclusion of a
Tobacco Retail Program within NCMC § 9.38 (Restricting the Sale, Display,
and Promotion of Tobacco Products or Cigarettes to Minors).
11.4 Discussion of Amending Chapter 9.60 of the National City Municipal Code to
Expand Operating Hours for Store Front Cannabis Retail Facilities.
300
Recommendation:
Staff recommends that the City Council consider amending Chapter 9.60 of
the National City Municipal Code to expand operating hours for store front
cannabis retailers from the current hours to six a.m. to ten p.m., seven days a
week, in alignment with California State regulations.
Page 3 of 310
11.5 City Council Expenditure Report: July 2024 through January 2025 306
Recommendation:
Receive and File Expenditure Report for the City Council for the period of July
2024 Through January 2025
Recommendation:
Presented in Exhibit A.
12.CITY MANAGER’S REPORT
13.ELECTED OFFICIALS REPORT
13.1 POLICY 105 REQUEST - NCMC8.32.015 Restrictions on Keeping Certain
Animals, Birds, and Reptiles -Requested by Councilmember Rodriguez
310
14.CITY ATTORNEY REPORT
15.ADJOURNMENT
Regular Meeting of the City Council of the City of National City - Tuesday, March 18,
2025 - 6:00 p.m. - Council Chambers - National City, California.
Page 4 of 310
Page 5 of 310
AGENDA REPORT
Department: City Clerk's Office
Prepared by: Shelley Chapel, MMC
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Appointments: Board of Library Trustees; Community & Police Relations Commission; Parks,
Recreation & Senior Citizen’s Advisory Committee; and, Public Art Committee
RECOMMENDATION:
Mayoral Appointment with the City Councilmembers’ Confirmation.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
A City Boards, Commissions and Committee (BCC) vacancy notice was published in the Star
News, posted on the City Hall Bulletin Boards, City website, and City Social Media sites to
advertise the opening and application acceptance period for multiple committees.
The recent Vacancy Notice was posted on January 22, 2025 and February 5, 2025 with a deadline
of February 12, 2025.
The Board of Library Trustees; Community & Police Relations Commission; and, the Public Art
Committee each have one (1) available seat due to the automatic resignation of members who
failed to complete the mandatory training and meeting attendance per City Council Policy 107.
The Community & Police Relations Commission has three (3) seats available due to the expiring
terms of Daniel Orth and William Phillips (March 2025). The remaining seat is available due to
the automatic resignation of a member who failed to complete the mandatory training and meeting
attendance per City Council Policy 107.
Those vacancies listed as automatic resignation are due to the members, once appointed, failing
to attend meetings and training, and FPPC filings. The City Clerk’s Office has exhausted efforts
to reach the members via email, reminders through training portal and FPPC portal, and phone
calls.
The appointments would fill the terms as follows:
Board of Library Trustees
One (1) seat with a term ending September 30, 2027. Applicant must be a resident of
National City.
Page 6 of 310
Community & Police Relations Commission
Two (2) seats with terms ending March 31, 2028. Applicant must be a resident of National
City.
One (1) seat with a term ending March 31, 2027. Applicant must be a resident of National
City.
Parks, Recreation & Senior Citizens Advisory Committee
One (1) seat with a term ending September 30, 2027. Applicant must be a resident of
National City.
Public Art Committee
One (1) alternate seat with a term ending September 30, 2027.
FINANCIAL STATEMENT:
Not applicable.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Communication and Outreach
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – Explanation for Mayoral Appointments
Exhibit B – Applications (redacted)
Exhibit C – City Council Policy #107
Exhibit D – Boards/Commission/Committees Reference Chart
Page 7 of 310
The City Clerk’s Office began advertising and accepting applications for vacancies on the following Boards,
Committees, and Commissions: Board of Library Trustees; Community & Police Relations Commission;
Parks, Recreation & Senior Citizen’s Advisory Committee; and, Public Art Committee on February 5, 2025
with a deadline of February 12, 2025.
Background
In order to obtain qualified candidates, a Notice of Vacancies was advertised on the following: The City
website, posted on the City Hall Bulletin Boards, the Star News and City Social Media sites to advertise openings
and the application acceptance period. The vacancy presented is a combination of end of terms (March 2025)
and three (3) automatic resignations due to failure to complete training and meeting attendance requirements
per City Council Policy 107.
Vacancies are listed below:
BCC Number of Open Seats and
Term expiration for that seat
Appointing
Member(s)
Residency
Requirement
Applications
Received
Board of Library
Trustees
(1) One Seat – September
30, 2027
Mayoral Yes
Jose Lopez
Patricia McGhee*
Community & Police
Relations Commission
(2) Two Seats – March 31,
2028
(1) One Seat – March 31,
2027
Mayoral Yes Harry Delgado
Daniel Orth**
William Phillips*
Jake Zindulka
Parks, Recreation &
Senior Citizens
Advisory Committee
(1) One Seat – September
30, 2027
Mayoral Yes Katherine McAlarney
Sorayda Santos***
Public Art Committee (1) One Seat – September
30, 2027
Mayoral Yes No applications
were received.
Residency requirements are listed if required in the chart above. If filling a resident requirement, applicant
must reside within the City of National City at the time the application is submitted to be considered for the
resident position.
*One (1) applicant Patricia McGhee is currently an Alternate Trustee of the Board of Library Trustees
appointed on September 5, 2023 with a term that expires September 30, 2026. Attendance of meetings is
shown below for reference. Their meetings are held the First Wednesday of every month at 5:30 p.m. in the
Large Conference Room at City Hall.
In 2024 the Board scheduled 12 meetings, of which two were cancelled due to a lack of agenda items.
Attendance 2024
Attended 8
Absent 2
Cancelled 2
Per City Council Policy #107 (D)(14)(3) Mandatory Training and Filing Requirements:
Trustee McGhee has completed all required training and filing requirements.
Page 8 of 310
*One (1) applicant Daniel Orth is currently a member of the Community & Police Relations Commission re-
appointed on March 15, 2022 with a term that expires March 31, 2025 and is seeking reappointment.
Attendance of meetings is shown below for reference. Their meetings are held the Third Thursday of
February, May, August and November at 6:00 p.m. in the Council Chamber at City Hall.
In 2024 the Commission scheduled four (4) meetings, one of which was cancelled due to lack of police
representation.
Attendance 2024
Attended 2
Absent 1
Cancelled 1
Per City Council Policy #107 (D)(14)(3) Mandatory Training and Filing Requirements:
Commissioner Orth has completed all required training and filing requirements.
**Daniel Orth has served two full terms and per City Council Policy #107 (D)(10) approval by a four-fifths vote
is needed for reappointment.
*One (1) applicant William Phillips is currently a member of the Community & Police Relations Commission
appointed on March 15, 2022 with a term that expires March 31, 2025 and is seeking reappointment.
Attendance of meetings is shown below for reference. Their meetings are held the Third Thursday of
February, May, August and November at 6:00 p.m. in the Council Chamber at City Hall.
In 2024 the Commission scheduled four (4) meetings, one of which was cancelled due to lack of police
representation.
Attendance 2024
Attended 3
Absent 0
Cancelled 1
Per City Council Policy #107 (D)(14)(3) Mandatory Training and Filing Requirements:
Commissioner Phillips has completed all required training and filing requirements.
***One (1) application received for the Parks, Recreation, and Senior Citizen’s Advisory Committee submitted
by Sorayda Santos was submitted after the February 12, 2025 deadline.
**************************************************************************************************************************
Appointment:
Per City Council Policy #107 (D)(8) Mayoral Appointments:
The Mayor will make the motion to appoint (naming the appointee) and Councilmembers may second the
motion. The City Clerk will then take a roll call vote of the City Council. A majority vote of the City Council will
be required for the appointment. If the majority of the City Council choose to deny the proposed appointment,
the Mayor shall either propose an alternative candidate from the current application pool or choose to reopen
the application period and return to the City Council at a future City Council Meeting with a different applicant
for consideration.
If a Mayoral Appointment is not approved by the majority of the City Council by confirmation, that applicant is
removed from the pool for that seat. The Mayor will return to a future meeting with a substitute Mayoral
appointment.
Per City Council Policy #107 (D)(14)(3): Attendance
A Commissioner or Member of a Board, Committee, or Commission must be present at least one hour, or
50% of the entire meeting, whichever is less, to be counted as present for purposes of attendance.
Page 9 of 310
Per City Council Policy #107 (D)(14)(3): Mandatory Training and Filing Requirements:
Commissioners and Members of Board, Committee, or Commission, as appointed by the legislative body,
are entrusted with certain responsibilities and concomitant training and reporting. The following are
requirements of Commissioners and Members of Boards, Commissions, and Committees. This training is
required to be completed within 30 days of appointment or notification.
**Per City Council Policy #107 (D)(10) Re-appointment beyond two terms. Anyone wishing to be re-appointed
to any Board, Commission, or Committee and has served two or more full terms already must be approved by
a four-fifths vote of the City Council. If all five members of the City Council are not present, or if one member
abstains or recuses their vote, the four-fifths requirement shall be changed to require only a simple majority.
1. Oath of Office (Article XX of the California Constitution, and California Government
Code Section 36507)
2. Fair Political Practices Commission (FPPC) Statement of Economic Interest Form
700 Filing (California Government Code Section 87100 et seq)
3. AB1234 Ethics Training (California Government Code Section 53235.1(b))
4. Anti-Sexual Harassment Training
5. Brown Act Training
6. Social Media Training
7. Any training required by State Law, Federal Law, or City Policies.
All training is offered in a variety of formats including in person, via Zoom, and training website/software,
and pre-recorded video. Currently, these are all requirements of the Mayor and City Council, and City
staff.
Page 10 of 310
Board Of Library Trustees
Applicant Package - Member-Trustee
Board Of Library Trustees - Member-Trustee
Term 04 Mar 2025 - 30 Sep 2027
Positions Available 1
Number of applicants in this package 1
- Lopez, Jose
Page 11 of 310
Name: Lopez, Jose
Address: National City, 91950
Email:
Board Name: Board of Library Trustees
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
2
Term of Residency?:
20 years
Present Employer?:
A Reason To Survive| ARTS 2021-Present
Occupation:
Advancement Coordinator
Business Address:
200 E. 12th St. National City, CA 91950
Educational Background:
BA- Art History-SDSU 2017
AA- Art History- SD Mesa College 2014
Page 12 of 310
Certificate of Accomplishmenty- SD Mesa College 2021
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
No
If so, which ones? If it does not apply, type N/A:
N/A
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 02/12/25 8:34:45 PM
Page 13 of 310
Board Of Library Trustees
Applicant Package - Member-Trustee
Board Of Library Trustees - Member-Trustee
Term 04 Mar 2025 - 30 Sep 2027
Positions Available 1
Number of applicants in this package 1
- McGhee, Patricia
Page 14 of 310
Name: McGhee, Patricia
Address: , NATIONAL CITY, 91950
Email:
Board Name: Board of Library Trustees
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
1
Term of Residency?:
3 years
Present Employer?:
San Diego Community College District
Occupation:
Teacher
Business Address:
Educational Background:
BA Cal Poly SLO English
MFA SDSU Creative Writing
Page 15 of 310
Currently Serving on a BCC?:
Yes
Previously Served on a BCC?:
Yes
If so, which ones? If it does not apply, type N/A:
I am currently an alternate Trustee on the Library Board
Professional or Technical Organization Memberships?:
None
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
BOLT Alternate Trustee
Experience or Special Knowledge Pertaining to Area of Interest?:
I love libraries and have taught English at the Community College for 20 years
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 02/12/25 6:50:25 PM
Page 16 of 310
Community & Police Relations Commission (CPRC)
Applicant Package - Commissioner
Community & Police Relations Commission (CPRC) - Commissioner
Term 31 Mar 2025 - 30 Mar 2028
Positions Available 1
Number of applicants in this package 1
- Delgado, Harry
Page 17 of 310
Name: Delgado, Harry
Address: National city, 91959
Email:
Board Name: Community & Police Relations Commission (CPRC)
Telephone Number::
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
Occupation::
R&D medical dept
Present Employer?:
BD
Business Address::
Educational Background::
Associates Electrical
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
No
Experience or Special Knowledge Pertaining to Area of Interest?:
I live it
Page 18 of 310
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
PLEASE NOTE THAT THIS APPLICATION BECOMES PUBLIC INFORMATION AND
MAY BE AVAILABLE ON THE CITY'S WEBSITE:
I hereby certify that the information contained in this application and any
accompanying documents is true and correct to the best of my knowledge.:
Harrrly Delgado
Time of Submission: 01/26/25 1:41:56 AM
Page 19 of 310
Community & Police Relations Commission (CPRC)
Applicant Package - Commissioner
Community & Police Relations Commission (CPRC) - Commissioner
Term 01 Apr 2025 - 31 Mar 2028
Positions Available 1
Number of applicants in this package 1
- Orth, Daniel
Page 20 of 310
Name: Orth, Daniel
Address: , National City, CA, 91950
Email:
Board Name: Community & Police Relations Commission (CPRC)
Telephone Number::
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
1
Occupation::
Conflict Resolution Practitioner, Trainer, Mediator (Non-Profit)
Present Employer?:
National Conflict Resolution Center
Business Address::
Educational Background::
Tufts University (MA) - Masters in Conflict Resolution Pace University (NY) - Teaching
Credential Tulane University (LA) - Bachelor of Arts in Economics and Political Science
Currently Serving on a BCC?:
Yes
Previously Served on a BCC?:
Yes
Page 21 of 310
If so, which ones? If it does not apply, type N/A:
Community and Police Relations Commission
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
National City CPRC
Experience or Special Knowledge Pertaining to Area of Interest?:
Developed and managed the "Building Trust Partnership" initiative at the University of
San Diego to strengthen relationships and build trust between community members and
law enforcement; authored "The Building Trust Handbook", a practical guide on
strengthening police-community relations; have lead trainings for a variety of law
enforcement oversight bodies including San Diego's Commission on Police Practices,
the Citizens Advisory Board, and the Community Review Board.
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
PLEASE NOTE THAT THIS APPLICATION BECOMES PUBLIC INFORMATION AND
MAY BE AVAILABLE ON THE CITY'S WEBSITE:
I hereby certify that the information contained in this application and any
accompanying documents is true and correct to the best of my knowledge.:
Daniel J. Orth
Time of Submission: 02/13/25 11:41:09 AM
Attachments
- Daniel Orth CV 2024.pdf
Page 22 of 310
1 | P a g e
Daniel J. Orth
National City, CA 91950 |
For more than 18 years as a peacebuilder, trainer, and educator, I have supported communities in countries around the
world and in the U.S. in achieving just, prosperous, and peaceful outcomes for all their members. I have conducted
conflict analyses to create brand new projects and taken over already existing ones. I have designed and implemented a
diverse array of peacebuilding interventions from Kenya to Nepal, Israel to San Diego. To measure our progress and
impact, I draw on a variety of monitoring and evaluation methodologies and I am an experienced trainer and curriculum
designer. Our peacebuilding work requires resources and I have a proven record of fundraising with vast experience
writing proposals, reporting on grants, and maintaining donor relations. Most importantly, I believe in collaboration with
partners to achieve our shared goals. As an effective communicator, I work with diverse stakeholders, from police to
activists, mayors to farmers. While focusing on details, meeting deadlines, and managing resources to stay on budget, I
achieve results for my organization, our partners, and the communities we serve.
PROFESSIONAL EXPERIENCE – PEACEBUILDING, TRAINING, AND EDUCATION
National Conflict Resolution Center San Diego, CA
Associate Director August 2022 – Present
Senior Project Manager October 2020 – June 2021
• Design and facilitate multi-stakeholder mediations and facilitated dialogue processes for community organizations,
institutions of higher learning, government agencies, and corporations.
• Conduct conflict analyses to plan training workshops, including the creation of relevant simulations and case studies.
• Manage 30+ projects by building and maintaining client relationships; delivering timely, effective communications;
coordinating a team of trainers and other staff; and managing more than $600,000 in project funding.
Karuna Center for Peacebuilding National City, CA (Remote Position)
Senior Program Manager June 2021 – July 2022
• Design and implement multi-year peacebuilding programs, lead trainings, and conduct conflict analyses.
• Collaborate with local partners to build community capacity to interrupt cycles of conflict, recognize shared needs,
and prevent the spread of violent extremism.
• Fundraise for programs and provide technical and financial management during program implementation.
Kroc Institute for Peace and Justice, University of San Diego San Diego, CA
Program Officer April 2015 – August 2020
• Designed and executed inclusive, multi-year peacebuilding and leadership programs including:
o A peace leadership training program for Nepali political and civil society leaders, now in its third year.
o A youth-police community engagement and dialogue project in the informal settlements of Nairobi, Kenya.
o A multicultural theater and community dialogue project focused on building bridges of mutual understanding
between diverse communities to develop recommendations to inform education policy and legislation.
o Domestic initiatives to enhance public safety by improving police-community relations and facilitating
diverse coalitions of community organizations, faith leaders, and law enforcement professionals.
• Authored grants and cultivated donors in government, foundations, individuals, and the private sector to raise funds
for and manage annual budgets in excess of $150K and managed reporting on these grants.
• Managed a team of 10+ consultants & staff and 30+ mentors & trainers for the Nepali Emerging Leaders Program.
• Created training curriculum and instructional materials for diverse conflict resolution topics.
• Led writing and knowledge dissemination for peacebuilding learning resources, articles, and websites.
• Launched, wrote, and edited a monthly police-community relations e-newsletter and grew subscriber base to 1,000+.
• Led the Kroc IPJ’s internship program for 4+ years, including hiring, mentoring, and evaluating 10+ interns annually.
Community & Police Relations Commission National City, CA
Commissioner May 2019 – Present
• Facilitate disputes and resolve conflict between the National City Police (NCPD) and the city’s community.
• Review complaints against NCPD and make recommendations to improve department policies and practices.
Page 23 of 310
2 | P a g e
San Diego Regional Interfaith Collaborative San Diego, CA
Board President March 2019 – Present
• Lead a growing, dynamic organization through strategic planning, agenda development, & board member recruitment.
• Raise funds by cultivating private donors and foundations and identifying relevant grant opportunities.
• Identify and build relationships with potential partners across San Diego County and Southern California.
California Board of State and Community Corrections California
CalVIP Grant Program Executive Steering Committee Member September 2019 – September 2020
• Generated scoring criteria for and evaluated grant proposal applications to award $30 million to community-based
organizations and cities across California for violence intervention and prevention projects.
• Supported community organization applicants and conducted advocacy with legislators for increased funding.
Conflict Dynamics International, Inc. Cambridge, MA
Graduate Research Assistant, Humanitarian Policy February – November 2014
• Developed an online platform to deliver distance-learning training modules to humanitarian practitioners in the field.
• Communicated with stakeholders in conflict-affected countries to draft briefing papers and training materials.
• Designed and implemented monitoring and evaluation systems to track indicator progress for multiple programs.
Israeli Peace NGO Working Group Ridgefield, CT and Israel
Co-Facilitator April 2013 – July 2014
• Planned and facilitated dialogue and strategic planning workshops for Israeli Arabs and Jews from diverse sectors.
• Analyzed related projects and presented research findings to group members to inform project design and activities.
Search for Common Ground Zanzibar, Tanzania
Graduate International Intern June – August 2013
• Planned and facilitated training workshops on conflict resolution, joint problem-solving, strategic communication, and
leadership to build the capacity of members of civil society, government ministries, the media, and parliamentarians.
• Managed donor relations and wrote reports for the EU, USAID, and the Belgian Government.
• Managed relationships with local partners and carried out capacity-building activities based on organizational needs.
The Louise S. McGehee School New Orleans, LA
History Teacher 2006 – 2012
• Designed and delivered engaging curriculum to foster critical thinking, global-engagement, and leadership.
• Received a grant to conduct research into the Acadian /Cajun diaspora in Nova Scotia to develop curriculum.
Assistant Director of Afterschool Activities
2007 – 2009
• Managed a team of 12 employees and designed policies to provide a safe and constructive environment for students.
The New Teacher Project New Orleans, LA
Content Seminar Leader 2009 – 2011
• Taught a year-long training course for first-year teachers by adapting a nation-wide curriculum to suit the local
context and planning course activities to meet the specific learning needs of adult learners.
• Mentored more than two dozen new teachers to help them resolve conflict in their schools and become leaders.
New York City Department of Education Brooklyn, NY
Secondary Social Studies Teacher 2004 – 2006
• Worked to eliminate the achievement gap for low-income and minority students in high-need schools through the
design and delivery of high-quality lessons that fostered critical thinking and political engagement
Citizens for Global Solutions Washington, DC
Research Associate and Member of the Board of Directors 2005 – 2006
• Developed the organization’s long-term vision and mission and short-term structural and operational requirements.
• Supported fundraising efforts through donor identification and solicitation, grant writing, and events.
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3 | P a g e
EDUCATION
Fletcher School of Law and Diplomacy, Tufts University Medford, MA
Master of Arts in Law and Diplomacy, International Negotiation & Conflict Resolution and Human Security 2012-2014
• Capstone Project: “Facilitating an Arab-Jewish Dialogue on Creating a Shared Society in Israel”
• Distinctions: Alan M. Wachman Memorial Scholarship Recipient, Conflict Resolution Theory Teaching Assistant
Pace University School of Education New York, NY
New York State Graduate Teaching Certification 2004-2006
Tulane University New Orleans, LA
Bachelor of Arts, Political Science and Economics
2000-2004
• Distinctions: Phi Beta Kappa, Dean’s Honors Scholarship, Cum Laude
TRAINING AND RELEVANT EXPERIENCE
Mediation Works Incorporated (MWI) Mediation Practicum Medford, MA
Mediator Training September 2013
• Developed the skills to be an effective mediator to help parties resolve disputes and reach implementable agreements.
World Peace Foundation Medford, MA
Conference Organizer November 2013 – February 2014
• Planned the conference “Unlearning Violence: Early Childhood Peace Education and Conflict Prevention”.
• Established relationships with academic and policy experts to create five distinct yet interrelated conference panels.
SELECT LEARNING RESOURCES AND ARTICLES
• “Nepal’s Emerging Leaders are Employing Training to Provide COVID19 Support for their Communities” (May
2020) – https://www.sandiego.edu/news/peace/detail.php?_focus=76588
• “Building Peace Amidst COVID19: Voices from our Peacemakers from Around the World” (April 2020) –
https://www.sandiego.edu/news/peace/detail.php?_focus=76099
• “Kroc IPJ Awards Microgrants to Nepal Program Alumni” (April 2020) –
https://www.sandiego.edu/news/peace/detail.php?_focus=76314
• “Mentors Play Key Role as 2020 Nepali Emerging Leaders Program Gets Underway” (February 2020) –
https://www.sandiego.edu/news/peace/detail.php?_focus=75376
• “Five Years after Fletcher: A Five-Year Update” (July 2019) – https://sites.tufts.edu/fletcheradmissions/2019/07/five-
year-update-daniel-orth/
• “Kroc IPJ Convenes Diverse Cohort of Emerging Leaders for Second Seminar (April 2019) –
https://www.sandiego.edu/news/peace/detail.php?_focus=72023
• “Look Both Ways: Religious Leaders and the Challenge of Engaging Community and Police” (January 2019) –
https://www.sandiego.edu/peace/images/ipj/18_Kroc_KrocInsight_PDF_FINAL%202.pdf
• “Building Trust Partnership Educational Series Empowers Community (December 2018) –
https://www.sandiego.edu/news/peace/detail.php?_focus=70229
• “Swiss Government to Fund Kroc IPJ’s Work in Nepal” (October 2018) –
https://www.sandiego.edu/news/peace/detail.php?_focus=69267
• “Building Trust between Police and Communities in Oceanside” (August 2018) –
http://catcher.sandiego.edu/items/peacestudies/Oceanside%20Report%20English%20Final.pdf
ADDITIONAL INFORMATION
Languages: English (Native) and Spanish (Written: Advanced Professional; Oral: General Professional)
Computer Skills: Cascade EMS; WordPress; Microsoft Office Suite; STATA; social media platforms; SurveyMonkey;
MailChimp; Salesforce; Advance.
Page 25 of 310
Community & Police Relations Commission (CPRC)
Applicant Package - Commissioner
Community & Police Relations Commission (CPRC) - Commissioner
Term 31 Mar 2025 - 30 Mar 2028
Positions Available 1
Number of applicants in this package 1
- Phillips, William
Page 26 of 310
Name: Phillips, William
Address: , National City, CA, 91950
Email:
Board Name: Community & Police Relations Commission (CPRC)
Telephone Number::
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
4
Occupation::
Retired
Present Employer?:
Retired
Business Address::
N/A
Educational Background::
AA Automotive Technology, AA Criminal Justice,
Currently Serving on a BCC?:
Yes
Previously Served on a BCC?:
No
Page 27 of 310
If so, which ones? If it does not apply, type N/A:
CPRC
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
Volunteer American Cancer Society Relay for Life, Volunteer Koman 3 day cancer walk,
CPRC, Sweetwater Kiwanis, National City Host Lions Club, StarPal, NC Police
Explorers, Stein Family Farm.
Experience or Special Knowledge Pertaining to Area of Interest?:
I was employed as a police officer with the city of National City and retired in 2018. I
have significant expertise with criminal investigations. I served on the CPRC as a non-
voting member for approximately 14 years. I am familiar with police practices and I
believe I have the ability to know when a complete investigation has been done. I have
never had a problem asking hard questions regarding police behavior.
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
PLEASE NOTE THAT THIS APPLICATION BECOMES PUBLIC INFORMATION AND
MAY BE AVAILABLE ON THE CITY'S WEBSITE:
I hereby certify that the information contained in this application and any
accompanying documents is true and correct to the best of my knowledge.:
William Phillips Sr
Time of Submission: 01/24/25 1:03:49 PM
Page 28 of 310
Community & Police Relations Commission (CPRC)
Applicant Package - Commissioner
Community & Police Relations Commission (CPRC) - Commissioner
Term 01 Apr 2025 - 31 Mar 2028
Positions Available 1
Number of applicants in this package 1
- Zindulka, Jake
Page 29 of 310
Name: Zindulka, Jake
Address: National City, CA, 91950
Email:
Board Name: Community & Police Relations Commission (CPRC)
Telephone Number::
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
1
Occupation::
Attorney
Present Employer?:
California Department of Health Care Services
Business Address::
Educational Background::
B.S., Business, Rutgers University J.D., University of San Diego
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
Yes
Page 30 of 310
If so, which ones? If it does not apply, type N/A:
Board of Library Trustees
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
Community cleanups in National City. Chair of San Diego County Bar Association's New
Lawyer Division, New Lawyer Representative on San Diego County Bar Association
Board of Directors, Chair of California Lawyers Association's New Lawyers Section
Experience or Special Knowledge Pertaining to Area of Interest?:
I gained experience in constitutional law as it relates to law enforcement when I worked
as a Deputy at the County Counsel's Office and as a Judicial Law Clerk at the U.S.
District Court, Southern District of California.
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
PLEASE NOTE THAT THIS APPLICATION BECOMES PUBLIC INFORMATION AND
MAY BE AVAILABLE ON THE CITY'S WEBSITE:
I hereby certify that the information contained in this application and any
accompanying documents is true and correct to the best of my knowledge.:
Jake Zindulka
Time of Submission: 01/24/25 11:53:17 AM
Attachments
- Resume - Jake Zindulka.pdf
Page 31 of 310
Jake Zindulka
| National City, CA 91950
BAR MEMBERSHIPS
California, Bar No. 323346
New Jersey, Bar No. 316762020
EDUCATION
University of San Diego School of Law San Diego, CA
Juris Doctor, 2018
Recipient, Center for Public Interest Law’s Outstanding Public Interest Advocate Award
Associate Board Member, Moot Court Board
- Competitor, Alumni Torts Tournament
- Competitor, Paul A. McLennon, Sr. Honors Tournament
- Brief Writer, Gibbons National Criminal Procedure Competition
Rutgers University Newark, NJ
Bachelor of Science, Management and Global Business, 2014
EXPERIENCE
California Department of Health Care Services San Diego, CA
Attorney November 2024 – Present
Provide legal advice and support to state agency overseeing Medi-Cal.
California Department of Managed Health Care San Diego, CA
Attorney January 2024 – October 2024
Draft regulations. Conduct legal research on California administrative law. Interpret statutes. Advise
policymakers. Review stakeholder feedback. Prepare letters and other correspondence to health plans and
consumer advocate groups.
San Diego Volunteer Lawyer Program, Inc. San Diego, CA
Staff Attorney September 2022 – December 2023
Represented survivors of domestic violence at permanent restraining order hearings. Interviewed clients. Drafted
court filings, including points and authorities. Conducted direct and cross-examinations. Supervised and trained
legal assistants, interns, and volunteer attorneys.
U.S. District Court, Southern District of California San Diego, CA
Term Law Clerk for the Honorable M. James Lorenz January 2021 – September 2022
Consulted with Judge on pending matters. Managed civil docket. Analyzed pleadings and motions. Conducted
legal research. Drafted court orders on substantive motions, including motions for summary judgment.
County of San Diego, Office of County Counsel San Diego, CA
Deputy County Counsel, Civil Division November 2019 – January 2021
Defended the County and its employees in complex civil rights actions. Investigated allegations and assessed
merits of lawsuits. Developed litigation strategies. Drafted pretrial motions leading to dismissals with prejudice.
Authored Ninth Circuit respondent brief that resulted in affirming a dismissal on the pleadings. Argued motions
at hearings. Prepared for early neutral evaluations, case management conferences, and mediations.
Communicated with clients. Drafted discovery requests and responses. Direct examined code enforcement
officers at administrative hearings. Reviewed County policies and ordinances. Attended closed session meetings.
Organized intern recruitment.
Deputy County Counsel, Juvenile Dependency Division May 2019 – October 2019
Represented Child Welfare Services in state court. Advised social workers on investigations. Negotiated with
opposing counsel. Prepared witnesses to testify. Direct and cross-examined fact and expert witnesses at bench
trials. Raised objections to evidence. Presented opening and closing statements.
Graduate Law Clerk, Civil Division September 2018 – March 2019
Conducted legal research for civil rights and tort lawsuits. Drafted dispositive motions and state appellate brief.
Drafted motion to quash subpoena that sought testimony of high-ranking official.
University of San Diego School of Law San Diego, CA
Research Assistant to Professor Orly Lobel October 2016 – April 2018
Reviewed articles prior to publication. Edited legal manuscript. Revised labor law textbook. Drafted memoranda
on employment and antitrust law. Page 32 of 310
Shustak Reynolds & Partners, P.C. San Diego, CA
Law Clerk August 2017 – April 2018
Drafted memoranda related to securities litigation. Analyzed whether investments qualified as securities under
federal law. Drafted responses to regulatory inquiries.
U.S. Securities and Exchange Commission Washington, D.C.
Summer Honors Intern, Division of Corporation Finance May 2017 – July 2017
Analyzed S-1s, S-3s, 10-Ks, proxy statements, and confidential treatment requests. Reviewed securities laws,
regulations, no-action letters, and staff interpretations. Drafted comment letters to corporate counsel. Attended
SEC closed session hearings on enforcement actions.
Center for Public Interest Law, University of San Diego School of Law San Diego, CA
Student/Intern August 2016 – May 2017
Researched laws related to the operation of public entities. Monitored the California Board of Accountancy and
drafted a report on its actions.
U.S. District Court, Southern District of California San Diego, CA
Spring Judicial Extern for the Honorable M. James Lorenz January 2017 – April 2017
Evaluated motions. Attended pretrial hearings. Conferred with law clerks on pending matters.
U.S. Attorney’s Office, Southern District of California San Diego, CA
Fall Legal Intern, Civil Division September 2016 – November 2016
Drafted summary judgment motion in Bivens action. Conducted research for civil fraud actions. Observed trials.
U.S. District Court, Southern District of California San Diego, CA
Summer Judicial Extern for the Honorable M. James Lorenz May 2016 – August 2016
Reviewed pleadings. Conducted legal research. Drafted court orders. Conferred with law clerks.
California Department of Business Oversight (Dept. of Fin. Protection and Innovation) San Diego, CA
Legal Intern May 2016 – August 2016
Reviewed consumer complaints. Analyzed financial regulations. Drafted enforcement pleadings.
VOLUNTEER LEADERSHIP
National City Library, Board of Library Trustees
- Trustee (nominated by Mayor and confirmed by City Council) (2023 - 2024 term)
California Lawyers Association
- Chair, California Lawyers Association’s New Lawyers Section (2024 term)
- Vice Chair, California Lawyers Association’s New Lawyers Section (2023 term)
- Executive Committee Member, California Lawyers Association’s New Lawyers Section (2021 - 2023 term)
- New Lawyer Liaison, California Lawyers Association’s Public Law Section (2021 - 2023 term)
San Diego County Bar Association
- Chair, San Diego County Bar Association’s New Lawyer Division (2022 term)
- Board Member (New Lawyer Rep.), San Diego County Bar Association’s Board of Directors (2022 term)
- Vice Chair, San Diego County Bar Association’s New Lawyer Division (2021 term)
Page 33 of 310
Parks, Recreation And Senior Citizen’S Advisory Committee
Applicant Package - Committee Member
Parks, Recreation And Senior Citizen’S Advisory Committee - Committee Member
Term 30 Sep 2024 - 30 Sep 2027
Positions Available 1
Number of applicants in this package 1
- McAlarney, Katherine
Page 34 of 310
Name: McAlarney, Katherine
Address: 91950
Email:
Board Name: Parks, Recreation and Senior Citizen’s Advisory Committee
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
3
Term of Residency?:
Now-
Present Employer?:
San Diego gas and electric
Occupation:
Distribution system operator
Business Address:
Educational Background:
Bachelors in natural resource management and business administration
Currently Serving on a BCC?:
Page 35 of 310
No
Previously Served on a BCC?:
No
If so, which ones? If it does not apply, type N/A:
N/a
Professional or Technical Organization Memberships?:
No
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
No
Experience or Special Knowledge Pertaining to Area of Interest?:
No
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 11/16/24 6:45:49 PM
Page 36 of 310
Parks, Recreation And Senior Citizen’S Advisory Committee
Applicant Package - Committee Member
Parks, Recreation And Senior Citizen’S Advisory Committee - Committee Member
Term 30 Sep 2024 - 30 Sep 2027
Positions Available 1
Number of applicants in this package 1
- Santos, Sorayda
Page 37 of 310
Name: Santos, Sorayda
Address: , National City, 91950
Email:
Board Name: Parks, Recreation and Senior Citizen’s Advisory Committee
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
52
Term of Residency?:
30 Sep 2024 - 30 Sep 2027
Present Employer?:
California Credit Union
Occupation:
AVP, Project Manager
Business Address:
Educational Background:
Doctor of Education in Leadership and Management, Drexel University
Currently Serving on a BCC?:
Page 38 of 310
No
Previously Served on a BCC?:
No
If so, which ones? If it does not apply, type N/A:
N/A
Professional or Technical Organization Memberships?:
Mana de San Diego, HOPE Regional Institute San Diego HUB
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
Previously on San Diego Youth Services Board of Directors.
Experience or Special Knowledge Pertaining to Area of Interest?:
Yes, Co-Chair Hermanitas Program at Mana de San Diego. I am also on the Programs
Leadership Council at Mana de San Diego.
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 02/17/25 2:39:21 PM
Attachments
- SSANTOS SDSU Resume 2025.pdf
Page 39 of 310
CON TACT
San Diego, CA
linkedin.com/in/dr-sorayda-santos/
DREXEL UNIVERSITY
Doctor of Education in Leadership
and Management
UNIVERSITY OF WISCONSIN,
PLATTEVILLE
Master of Science in Project
Management
EDUCATION
AREAS OF EX P ERT ISE
Project Management
Strategic Planning
Stakeholder Engagement
Facilitation Skills
Coaching & Mentorship
Research Skills
Critical Thinking
P ROFILE SUMMARY
Experienced project manager with a proven track record. Adept at overseeing
all program and project phases, ensuring a 95% success rate. Proficient in
documentation, tracking, and dependency management, leading to a 15%
decrease in operational risks. Collaborates effectively, with international teams
influencing stakeholders at all levels, utilizing Agile and PMP methodologies to
achieve business objectives successfully.
WORK EXP ERIEN CE
04/2022 – PRESENTAVP, Project Manager, Innovation (Promotion)
California Credit Union
04/2020 – 04/2022Project Manager, Innovation
California Credit Union (CCU)
Spearheaded and implemented Nuance VoiceID, a Microsoft tool,
providing multiple identity checks, including synthetic voice detection
and geo-location, reducing potential fraud and labor costs by 11K per
month.
Drove Virtual Assistant bot program to reduce labor cost by ~25-30% (15K-
20K per month) while standardizing member communications including
branch hours and directions, credit card payments, etc. for brand visibility.
Implemented the Kudos rewards platform cross-functionally . Ensured
branding, employee files, training scheduling (QA & UAT included), and
milestone management for timely completion within budget.
Oversaw CCU’s Charter Expansion into additional California counties,
including Riverside, San Bernardino, and Ventura.
Designed DE&I program, yielding 25% employee engagement increase,
20% better workplace culture perception, and 15% improved team
collaboration. Coached incoming Co-Chairs and team. LABJ 2023 and
2024 award runner up.
Managed resources, schedules, budgets, risks and scope to deliver
$100,000+ budgeted projects, including IT, using the PMI best practices;
communicated updates to ~8 senior leadership, resulting in 100%
business satisfaction.
Used Jira to create user stories and manage resource allocation.
Facilitated Zoom Phone project, as well as Five9, to integrate all new
technical equipment, including telephony serving 550 internal
customers.
Integrated automated system(s), Skip-a-Pay, to provide an easy way for a
customer in good standing to skip a loan payment during the holidays.
Reduced labor cost by 20K per holiday season.
Collaborated with Real Estate Group and IT Group to integrate Blend POS
Software, ensuring accurate data transfer to MeridianLink platform.
SORAYDA SANTOS, ED.D, PMP, CSM
Project Manager
T EST IMON IAL
“Sorayda and I volunteered on our
Diversity, Equity, and Inclusion
Committee and I thoroughly enjoyed
working very closely with her over two
years. She has shown tremendous drive,
problem-solving skills, and attention to
detail - all of which were instrumental in
driving success with committee
initiatives. “ - Ryan Bailey SHRM - CP
Page 40 of 310
CON TACT
San Diego, CA
linkedin.com/in/dr-sorayda-santos/
PMP CERTIFICATION, PROJECT
MANAGEMENT INSTITUTE
CSM, SCRUM ALLIANCE
CERTIFICATION S
TECHN OLOGY
Asana, Jira (Confluence), Wrike, Trello,
Monday, SmartSheets, Dropbox, Box,
FileCloud, Google Drive, Canva,
SurveyMonkey, Microsoft Forms,
Google Forms, LastPass, MS Office
Suite (Excel, Word, PowerPoint) One
Note, Office 365, Google Workspace
(GSuite), Calendly, Zoom, Sharepoint
Communication
Cultural Competency
Analytical Skills
Training
Collaboration
Negotiation
SK ILLS
P ROFILE SUMMARY
Experienced project manager with a proven track record. Adept at overseeing
all program and project phases, ensuring a 95% success rate. Proficient in
documentation, tracking, and dependency management, leading to a 15%
decrease in operational risks. Collaborates effectively, with international teams
influencing stakeholders at all levels, utilizing Agile and PMP methodologies to
achieve business objectives successfully.
WORK EXP ERIEN CE
12/2018 – 03/2020Project Leader, Operations (Promotion)
Jack In the Box, Inc.
06/2018 – 11/2018Project Manager, Strategic Initiatives
Jack In The Box, Inc.
Tracked, analyzed, and provided feedback to the VP of Company
Operations based on period, quarterly, and yearly restaurant region
performance; offered restaurant managers feedback on KPIs during six
new product windows.
Managed Company Operations budgets of $2M+ while providing
spending and potential savings recommendations to the Company
Operations VP.
Spearheaded tuition reimbursement and scholarship programs for 40+
part-time employees over two years, allocating $100,000 for tuition and
$100,000 for scholarships while optimizing workflow and university
partnerships.
Foster an innovation culture among restaurant team members, leading to
a 10% reduction in restaurant manager turnover while increasing
employee-generated ideas and a more dynamic and innovative work
environment.
Collaborated with Operations, IT, and Marketing departments to gather
requirements and deliver restaurant remodel materials resulting in 10% +
sales growth.
Implemented change management for mobile apps and 3rd party
deliveries during restaurant remodels and weather events, as well as
managed logistics for app closures.
SORAYDA SANTOS, ED.D, PMP, CSM
Project Manager
SAFE 6 AGILIST
Mana de San Diego, Hermanitas Co-Chair
Managed the Hermanitas program. Created the official Hermanitas
Leadership Program handbook and policies and procedures
Planned and coordinated seminars for the Hermanitas and mentors
VOLUN TEER EXP ERIEN CE
Page 41 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
PURPOSE
To establish a procedure to serve as a guide in making appointments to various City Boards,
Commissions, and Committees. The City currently has the following Boards, Commissions, and
Committees to which this Policy applies:
Mayor’s Appointments:
1. Board of Library Trustees
2. Community and Police Relations Commission
3. Park, Recreation, and Senior Citizens Advisory Committee
4. Public Art Committee
5. Sweetwater Authority
6. Traffic Safety Committee
7. Veterans and Military Families Advisory Committee
City Council Appointments:
1. Civil Service Commission
2. Planning Commission
3. Housing Advisory Committee including Ex-Officio Members
4. Port Commission (Per the San Diego Unified Port District Act, Section 16, this seat
must be filled by a National City resident. The Commissioner shall be a resident
of the City at the time of their appointments, and during the full term of the
appointment.)
POLICY
Appointment Process
A. Opportunity to apply. All interested individuals shall be given an opportunity to submit
applications for vacancies on City Boards, Commissions, and Committees. Incumbent
Appointees are not automatically re-appointed but are required to fill out an abbreviated
application provided by the City Clerk, indicating their interest in continuing to serve.
B. Unexpired terms. If an incumbent Appointee was appointed to fill an unexpired term
and the Appointee serves for less than one year in that position, the Council may re-
appoint the incumbent without considering other applicants.
C. Vacancies. When vacancies occur, the following procedure shall be followed:
1. Schedule vacancy. When a term is expiring or expires, public notice of the vacancy
shall be made, inviting interested individuals to submit applications for the vacancy
on a form provided by the City Clerk on the City website.
Page 42 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Unscheduled vacancy. An unscheduled vacancy shall be filled according to
Government Code Section 54974, which generally provides as follows: Whenever
an unscheduled vacancy occurs, whether due to resignation, death, termination, or
other causes, a special vacancy notice shall be posted in the Office of the City Clerk,
the City website, outside City Hall on the Bulletin Board, and on City social media
platforms not earlier than twenty (20) days before or not later than twenty (20) days
after the vacancy occurs. The City Council shall not make a final appointment for
at least ten (10) working days after posting the notice in designated locations. The
notice’s posting and application period shall be thirty (30) calendar days. However,
if it finds that an emergency exists, the City Council may, fill the unscheduled
vacancy immediately. According to this section, a person appointed to fill the
vacancy shall serve only on an interim basis until the final appointment.
The end of term for the members of Boards, Commissions, and Committees
generally occurs in an annual rotation during the months of March and September.
Appointments will be considered at those times unless a vacancy resulting from a
resignation results in the lack of a Quorum on the Board, Commission, or
Committee, in which case the appointment could occur at the time of the
unscheduled vacancy in accordance with the procedure set out above.
3. Government Code Section 40605, and National City Municipal Code Title 16, grants
the Mayor, with the City Council’s approvals, the authority to make all appointments
unless otherwise explicitly provided by statute. The exceptions are:
1. Civil Service Commission
2. Planning Commission
3. Housing Advisory Committee including Ex-Officio Members
4. Port Commission
The City Council fills vacancies on these bodies.
D. Implementation. Implementation of Council policy for appointment to Boards,
Commissions, and Committees requires the following:
1. Per Government Code Section 54972, on or before December 31 of each year,
the City Council shall prepare a list of appointments of all regular and ongoing
Boards, Commissions, and Committees appointed by the City Council. The
City Clerk will prepare the list of all regular and ongoing Boards, Commissions,
and Committees appointed by the Mayor or the City Council. The list shall
contain a list of all terms that will expire during the next calendar year, the
incumbent appointee’s name, the appointment date, the term’s expiration date,
Page 43 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
and the position’s necessary qualifications. It shall also include a list of all
Boards, Commissions, and Committees whose members serve at the City
Council’s pleasure and the qualifications required for each position. This Local
Appointments List shall be made available to the public on the City website.
2. Notice. A public notice for vacancies must be placed in the newspaper of
general circulation within the City, on the City’s website, City Hall Bulletin
Boards, and City social media platforms.
3. Expiration of term. All appointees will receive a letter as their terms expire
asking if they would like to re-apply for the position.
4. Applications. Applications shall be accepted electronically on the City website
Submissions must be received before the advertised deadline for consideration for
the appointment. All applications will be retained in the City Clerk’s Office for one
year from the date the application was submitted. During the one-year retention
period of the application, an applicant shall be considered for other vacancies on
Boards, Commissions, and Committees. The City Clerk’s Office will notify the
applicant being considered for an appointment to confirm that they are still
interested in volunteering.
5. A member may only serve on one (1) Board, Commission, or Committee at a time.
If an applicant applies for another position on a different Board, Commission, or
Committee, that applicant will forfeit the prior seat and a vacancy will occur per
policy.
6. Residency requirement: If a position on the Board, Commission or Committee is for
a resident, the applicant must be a resident at the time of submitting the application.
The address must be an identifiable National City address, with verification by the
City Clerk’s Office. If an applicant is found to be a non-resident, they will not be
considered. They will be encouraged to apply for a non-resident seat when available.
7. Interviews:
a. Mayor Appointments: Interviews for Mayoral appointments will be
conducted by the Mayor outside of the public meeting and scheduled by
the Mayor’s Office.
b. City Council Appointments: Interviews for the four (4) Civil Service
Commission, Planning Commission, Housing Advisory Committee, and
Page 44 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Port Commission who serve at the City Council’s pleasure and are
appointed by the City Council as a body will be interviewed in the public
forum at a City Council Meeting as described below.
c. The City Clerk’s Office makes attempts to inform applicants of the date and
time of the City Council Meeting scheduled for interviews and appointments.
Allowing the applicant the opportunity to attend in person or via Zoom for
interviews and questions. Attempts are made via emails, and telephone calls
prior to the meeting.
8. Mayoral Appointments:
The Mayor will make the motion to appoint (naming the appointee) and
Councilmembers may second the motion. The City Clerk will then take a roll call
vote of the City Council. A majority vote of the City Council will be required for the
appointment. If the majority of the City Council choose to deny the proposed
appointment, the Mayor shall either propose an alternative candidate from the
current application pool or choose to reopen the application period and return to the
City Council at a future City Council Meeting with a different applicant for
consideration. If a Mayoral Appointment is not approved by the majority of the City
Council by confirmation, that applicant is removed from the pool for that seat. The
Mayor will return to a future meeting with a substitute Mayoral appointment.
9. For City Council Appointments, the Interview Process is as follows:
a. The City Clerk will provide an overview of the Board, Commission, or
Committee(s) with current vacancy (ies). The Mayor will introduce the
applicant and two (2) questions will be asked of each applicant on behalf
of the City Council.
b. Each applicant is given two (2) minutes to make a brief introduction of
themselves and their qualifications to the City Council.
c. Mayor and City Councilmembers will ask questions of each applicant. All
applicants must be asked the same questions.
d. Total time per applicant is five (5) timed minutes with time allowed for
clarification at the discretion of the City Council, not to exceed ten (10)
minutes total per applicant.
Page 45 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
e. All appointments and interviews before the City Council will be scheduled
as needed to fill unexpected vacancies, with every effort to be made
before an individual's term expires. Interviews may take place at one
meeting, with appointments made at a subsequent meeting.
9. Vacancies for City Council Appointed Positions. If the vacancy is for a City
Council appointed position, and there is more than one (1) applicant for a given
position, the voting process will proceed as follows: Once the interviews are
complete, each Councilmember votes for their choice via a written ballot
provided by the City Clerk. Each Councilmember shall print and sign their name
on the ballot. All ballots shall be considered a public record and be open to
inspection by the public. The ballots are passed to the City Clerk who announces
the number of votes for each candidate.
If the appointment process is conducted via a virtual meeting the process is the
same except the ballot/vote process. The City Clerk’s Office will provide a Vote
Sheet (a piece of paper electronically) with the name of each applicant to be
considered. Councilmembers will mark their paper, fold it and hand to the City
Clerk as they are collected. If a member is virtual, they will announce their vote
verbally first before any other votes are read into the record. The City Clerk will
tally the votes and will then confirm the votes with a verbal roll call. The
applicant with the most votes is appointed.
In the event of a tie, each Councilmember votes again until one (1) candidate
has the majority vote and is declared to be the newly–appointed member of the
Board, Commission, or Committee.
10. Re-appointment beyond two terms. Anyone wishing to be re-appointed to any Board,
Commission, or Committee and has served two or more full terms already must be
approved by a four-fifths vote of the City Council. If all five members of the City
Council are not present, or if one member abstains or recuses their vote, the four-
fifths requirement shall be changed to require only a simple majority.
11. Report to Council:
All applications received for vacancies, whether Mayoral Appointment or City
Council Appointment, will be attached to the staff report to Council. All applications
will have private personal information redacted (name, street numbers and name of
street address, and phone number). This redacted information is in alignment with
Government Code Section 6255(a) because the public interest served by not
disclosing the applicant’s personal, private information and protection of the
Page 46 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
applicant’s right to privacy outweighs the public interest served by disclosing that
information.
12. An automatic vacancy upon becoming a Non-Resident. An unscheduled vacancy
automatically occurs when a resident holding an appointment position on a City
Board, Committee, or Commission becomes a non-resident by moving out of
National City limits. When an unscheduled vacancy occurs due to a resident
becoming a non-resident, the unscheduled vacancy may be filled as follows:
a. A special vacancy notice shall be posted in the Office of the City Clerk, and
in other places as directed by the City Council, not earlier than 20 days
before or not later than 20 days after the vacancy occurs. Final Appointment
at a City Council Meeting shall not be made by the Appointing Authority for
at least 10 working days after the posting of the notice in the City Clerk’s
Office.
b. The Appointing Authority may appoint the former resident to a Non-
Residential position if a Non-Residential position is vacant.
However, the Appointing Authority may, if it finds that an emergency exists, fill the
unscheduled vacancy immediately. A person appointed to fill the vacancy shall
serve only on an acting basis until the final appointment is made pursuant to this
section.
13. Only City Residents may be elected to Chair and Vice-Chair positions. To be
eligible to be elected as the Chairperson of a City Board, Committee, or
Commission, the member must be a resident of the City.
14. Resignations, Attendance, Training, and Removals
Resignation:
If a Commissioner or Member of a Board, Committee, or Commission is unable to
continue serving because of health, business requirements, or personal reasons,
a letter of resignation shall be submitted to the City Clerk, who will present to the
City Council.
Page 47 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Attendance:
Regular attendance at meetings is critical to be effective operation of City Boards,
Commissions, and Committees. The City Council relies on the advice of the City’s
Boards, Commissions, and Committees, which is the result of discussions among
appointed members. The City Council anticipates that members of Boards,
Committees, and Commissions shall make every reasonable effort to attend all
regular and special meetings of their respective Boards, Commissions, and
Committees, and to be prepared to discuss matters on their respective agendas.
A Commissioner or Member of a Board, Committee, or Commission shall be
considered removed from any advisory board under the following conditions:
1. A Commissioner or Member of a Board, Committee, or Commission with
unexcused absences from three consecutive regularly scheduled meetings.
2. A Commissioner or Member of a Board, Committee, or Commission misses
more than 25% of the advisory body’s meetings in a calendar year.
3. A Commissioner or Member of a Board, Committee, or Commission must be
present at least one hour, or 50% of the entire meeting, whichever is less, to
be counted as present for purposes of attendance.
Excused Absences:
An “excused absence” is only granted when absolutely necessary and pre-
approved if at all possible. The City Council encourages Boards, Commissions,
and Committees to refrain from scheduling meetings on cultural and religious
holidays in order to encourage full participation by all Commissioners, Board
Members, and the public. The pre-approval of excused absences will be by the
body as a whole and documented in the meeting minutes.
Excused absences are listed as follows:
1. Illness of the Commissioner or Member of the Board, Committee, or
Commission, their family member, or their personal friend;
2. Business commitment of the Commissioner or Member of the Board,
Committee, or Commission that interferes with the attendance at a meeting;
3. Attendance of the Commissioner or Member of the Board, Committee, or
Commission at a funeral, religious service or ceremony, wedding, or other
similarly-significant event; or
Page 48 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
4. Other reason for which the Commissioner or Member of the Board,
Committee, or Commission has given notice to the Chairperson or Secretary
of their unavailability fifteen (15) days in advance, as long as the unavailability
is not expected to last longer than 30 days.
Removal:
The Secretary or Lead of each Board, Commission, or Committee will report the
attendance to the Office of the City Clerk on a monthly basis. If the attendance or
absences fall within these guidelines, the Office of the City Clerk will prepare a
report to City Council for review and possible removal of the Commissioner,
Member, or Alternate sitting on the Board, Committee, or Commission. Any
Commissioner, Member, or Alternate sitting on a Board, Committee, or Commission
may be removed from office at any time by a simple majority vote of the City Council
at a regularly scheduled Council meeting with or without cause.
Mandatory Training and Filing Requirements:
Commissioners and Members of Board, Committee, or Commission, as
appointed by the legislative body, are entrusted with certain responsibilities and
concomitant training and reporting. The following are requirements of
Commissioners and Members of Boards, Commissions, and Committees. This
training is required to be completed within 30 days of appointment or
notification.
1. Oath of Office (Article XX of the California Constitution, and California
Government Code Section 36507)
2. Fair Political Practices Commission (FPPC) Statement of Economic
Interest Form 700 Filing (California Government Code Section 87100 et
seq)
3. AB1234 Ethics Training (California Government Code Section
53235.1(b))
4. Sexual Harassment Training
5. Brown Act Training
6. Social Media Training
7. Any training required by State Law, Federal Law, or City Policies.
All training is offered in a variety of formats including in person, via Zoom,
training website/software, and pre-recorded video. Currently, these are all
requirements of the Mayor and City Council, and City staff.
Page 49 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Removal:
Failure to complete any of these requirements within 30 days of the
appointment date or date of notification is cause for automatic removal.
Related Policy References
Government Code Section 40605
Government Code Section 54970, et seq.
Article XX of the California Constitution, and California Government Code Section 36507
California Government Code Section 53235(b)
California Government Code Section 87100 et seq
National City Municipal Code Title 16 (pending)
Prior Policy Amendments:
February 2, 2021 (Resolution No. 2021-08)
May 19, 2020 (Resolution No. 2020-95)
November 9, 1993 (Resolution No. 93-173)
June 11, 2013 (Revised – No Resolution – Refer to Meeting Minutes)
October 8, 2013 (Resolution No. 2013-147)
May 19, 2020 (Resolution No. 2020-20)
Page 50 of 310
BOARDS, COMMISSION AND
COMMITTEES (11)
TOTAL MEMBERS
(51+)
BOARD OF
LIBRARY TRUSTEE
(5 Members)
CIVIL SERVICE
COMMISSION
(5 Members)
COMMUNITY AND
POLICE RELATIONS
COMMISSION
(8 Members)
PARK,
RECREATION
AND SENIOR
CITIZENS'
ADVISORY
COMMITTEE
(7 Members)
PLANNING
COMMISSION
and HOUSING
ADVISORY
COMMITTEE
(7 Members)
2 Ex Officio
PORT
COMMISSION
(1 Member)
PUBLIC ART
COMMITTEE
(5 Members)
SWEETWATER
AUTHORITY
(1 Member)
TRAFFIC SAFETY
COMMITTEE
(5 Members)
TERM 3 Years 5 Years 3 Years 3 Years 4 Years 4 Years 3 Years 4 Years 3 Years
RESIDENCY REQUIREMENT Yes Yes
5 Resident
up to 2 Non-Resident
(1) Non-Voting
Member Yes Yes Yes No n/a Yes
VOTER REQUIREMENT No No No No No No No No No
MAYORAL APPOINTMENT SUBJECT TO
CONFIRMATION BY THE CITY COUNCIL X X X X X X
CITY COUNCIL AS A BODY APPOINTMENT X X X
COMPENSATION No No No No
Compensation set
by Council
Resolution No No No No
FORM 700 FILING REQUIREMENT Yes Yes Yes No Yes n/a No n/a No
MEETINGS 1 X per month
1X every other
month 1X every 3 months
1X every 2
months 2X per month n/a 1X per quarter n/a 1X per month
REQUIRED TO REPORT TO COUNCIL
ANNUALLY
Yes, on or before
August 31st and to
the State Librarian Yes Yes Yes Yes Yes Yes Yes Yes
OTHER
Can not be
salaried employee
or holds office of
the City
BOARDS/COMMISSION/COMMITTEES
**Effective February 2, 2020 all Chair and Vice-Chairs are required to be NC Residents
CITY COUNCIL POLICY #107 and NCMC TITLE 16
Page 51 of 310
AGENDA REPORT
Department: City Clerk's Office
Prepared by: Shelley Chapel, MMC, City Clerk
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Appointments: City Boards, Commissions, and Committees – City Council Interview and
Appointment for the Civil Service Commission and Planning Commission.
RECOMMENDATION:
City Council to Conduct Interviews and Appoint.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
One (1) vacancy for the Civil Service Commission and one (1) vacancy for the Planning
Commission were noticed in the Star News and posted on the City website, City Hall Bulletin
Boards, and City Social Media sites to advertise openings and the application acceptance period.
The Vacancy Notices were posted on January 22, 2025 and February 5, 2025, with a filing
deadline of February 12, 2025.
The Civil Service Commission has one (1) vacancy due to the automatic resignation of a
Commissioner due to failure to complete training and meeting attendance requirements per City
Council Policy 107.
The Planning Commission has one (1) vacancy due to the expiring term of Claudia Valenzuela.
FINANCIAL STATEMENT:
Not applicable.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Communication and Outreach
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
Page 52 of 310
EXHIBITS:
Exhibit A – Explanation for City Council Appointment
Exhibit B – Applications (Redacted)
Exhibit C – CC Policy – Amended October 15, 2024
Exhibit D – BCC Reference Chart
Page 53 of 310
City Council Appointment
The City Clerk’s Office began advertising and accepting applications for vacancies on the following Boards,
Committees, and Commissions: Civil Service Commission and the Planning Commission on January 22,
2025, and February 5, 2025, with a filing deadline of February 12, 2025.
Background
In order to obtain qualified candidates, a Notice of Vacancies was advertised on the following: The City
website, posted on the City Hall Bulletin Boards, the Star News and City Social Media sites to advertise openings
and the application acceptance period. The vacancies presented are due to end of terms (March 2025) and
one (1) automatic resignation due to failure to complete training and meeting attendance requirements per
City Council Policy 107.
Vacancies are listed below:
BCC Number of Open Seats and
Term expiration for that seat
Appointing
Member(s)
Residency
Requirement
Applications Received
Civil Service
Commission
(1) One Seat – September 30,
2029
City Council Yes
No applications received.
Planning
Commission
(1) One Seat – March 31,
2029
City Council Yes Brandon Bueoy
Sherry Gogue
Douglas Ness (disqualified)
Susan Meyer
Claudia Valenzuela*
Residency requirements are listed if required in the chart above. If filling a resident requirement, applicant
must reside within the City of National City at the time the application is submitted to be considered for the
resident position.
Civil Service Commission has one (1) automatic resignation due to failure to complete training and meeting
attendance requirements per City Council Policy 107. No applications were received.
**************************************************************************************************************************
The Planning Commission has one (1) seat available due to the expiring term of Commissioner Claudia
Valenzuela. Commissioner Valenzuela is seeking reappointment. There are four (4) eligible applicants. One
applicant, Douglas Ness was disqualified because he is not a National City resident.
*One (1) applicant Claudia Valenzuela is currently a member of the Planning Commission, appointed April
20, 2021, with a term that expires March 31, 2025. Attendance of meetings is shown below for reference.
Attendance 2024 (Jan-June)
Attended 6
Absent 5
Cancelled 7
Per City Council Policy #107 (D) Mandatory Training and Filing Requirements:
Commissioner Valenzuela has completed all required training and filing requirements.
Page 54 of 310
Appointment:
Per City Council Policy #107 (D)(9):
1. For City Council Appointments, the Interview Process is as follows:
a. The City Clerk will provide an overview of the Board, Commission, or Committee(s)
with current vacancy (ies). The Mayor will introduce the applicant and two (2)
questions will be asked of each applicant on behalf of the City Council.
b. Each applicant is given two (2) minutes to make a brief introduction of themselves and
their qualifications to the City Council.
c. Mayor and City Councilmembers will ask questions of each applicant. All applicants
must be asked the same questions.
d. Total time per applicant is five (5) timed minutes with time allowed for clarification at
the discretion of the City Council, not to exceed ten (10) minutes total per applicant.
Per City Council Policy #107 (D)(14)(3) Attendance:
A Commissioner or Member of a Board, Committee, or Commission must be present at least one hour, or
50% of the entire meeting, whichever is less, to be counted as present for purposes of attendance.
Per City Council Policy #107 (D)(14) Mandatory Training and Filing Requirements:
Commissioners and Members of Board, Committee, or Commission, as appointed by the legislative
body, are entrusted with certain responsibilities and concomitant training and reporting. The following
are requirements of Commissioners and Members of Boards, Commissions, and Committees. This
training is required to be completed within 30 days of appointment or notification.
1. Oath of Office (Article XX of the California Constitution, and California Government Code Section
36507)
2. Fair Political Practices Commission (FPPC) Statement of Economic Interest Form 700 Filing
(California Government Code Section 87100 et seq)
3. AB1234 Ethics Training (California Government Code Section 53235.1(b))
4. Anti-Sexual Harassment Training
5. Brown Act Training
6. Social Media Training
Any training required by State Law, Federal Law, or City Policies.
All training is offered in a variety of formats including in person, via Zoom, and training website/software,
and pre-recorded video. Currently, these are all requirements of the Mayor and City Council, and City
staff.
Page 55 of 310
Planning Commission
Applicant Package - Commissioner
Planning Commission - Commissioner
Term 31 Mar 2025 - 30 Mar 2029
Positions Available 1
Number of applicants in this package 1
- Bueoy, Brandon
Page 56 of 310
Name: Bueoy, Brandon
Address: , National city, CA, 91950
Email:
Board Name: Planning Commission
Telephone Number:
Registered to Vote in National City?:
No
Resident of National City?:
Yes
Present Employer?:
United States Marine Corps
Occupation:
Chemical, Biological, Radiological, and Nuclear Responder
Business Address:
Educational Background:
Bachelors of Arts in Emergency and Disaster Management from American Military
University.
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
No
Page 57 of 310
If so, which ones? If it does not apply, type N/A:
N/A
Professional or Technical Organization Memberships?:
N/A
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
N/A
Experience or Special Knowledge Pertaining to Area of Interest?:
Disaster mitigation and preparedness
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 11/02/24 11:14:24 AM
Page 58 of 310
Name: Gogue, Sherry
Address: , National City, 91950
Email:
Board Name: Planning Commission
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
3
Term of Residency?:
24 Years
Present Employer?:
Farmers Insurance,
Occupation:
Insurance Agent
Business Address:
Educational Background:
High School Diploma
Insurance and Finance licensed and certified
Page 59 of 310
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
Yes
If so, which ones? If it does not apply, type N/A:
Library Board of Trustee
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
Board - National City Chamber of Commerce, Board- NC Police and Fire Foundation,
Previous Board Las Palmas Little League
Experience or Special Knowledge Pertaining to Area of Interest?:
Knowledge in housing and business requirements
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 01/27/25 6:01:06 PM
Page 60 of 310
Planning Commission
Applicant Package - Commissioner
Planning Commission - Commissioner
Term 31 Mar 2025 - 30 Mar 2029
Positions Available 1
Number of applicants in this package 1
- Meyer, Susan
Page 61 of 310
Name: Meyer, Susan
Address: National City, CA, 91950
Email:
Board Name: Planning Commission
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
District Number?:
3
Term of Residency?:
1.5 years
Present Employer?:
Sharp Healthcare
Occupation:
Nursing Administration
Business Address:
Educational Background:
Bachelor of Arts Degree in Psychology
Lean Six Sigma Yellow Belt
Page 62 of 310
Currently Serving on a BCC?:
No
Previously Served on a BCC?:
No
If so, which ones? If it does not apply, type N/A:
N/A
Professional or Technical Organization Memberships?:
Tau Sigma National Honor Society Chapter 184
Civic or Community Experience, Membership, or Previous Public Service
Appointments?:
N/A
Experience or Special Knowledge Pertaining to Area of Interest?:
Attachment to Planning Commission Application: My name is Susan Meyer Garcia, a
resident in District 3 in National City. A wife and a mother to a baby girl named Bella and
with a passion to contribute in my own little way to make National City the best place to
live, work, and play in the city that my husband Jose and I have chosen to live. My
background in the hospitality and healthcare industry will provide for understanding and
consideration in land use planning matters and I will be able to contribute and render
such determination and make recommendations to the City Council on a variety of land
use matters, the City’s General Plan and Land Use Code that would be in the hospitality
and healthcare sensitivities. As a homeowner, I would bring my perspective relating to
housing related matters when serving on the Housing Advisory Committee. With my
background in project management, I would bring my knowledge in addressing
stakeholders’ concerns in a collaborative effort with the planning commission, items such
as the Housing Element and the Focus General Plan Update to move forward housing
programs and projects effectively. I am also bilingual in Spanish that would provide me
the ability to effectively communicate with our Latino American community. Skills:
Effective communicator, Project Management, Bilingual, Adaptability, Collaborator
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 01/23/25 6:08:20 PM
Page 63 of 310
Attachments
- Application- Planning Commission Meyer, Susan.pdf
Page 64 of 310
CITY OF NATIONAL CITY
APPLICATION FOR APPOINTMENT
TO CITY BOARDS, COMMISSIONS, AND COMMITTEES
___ Community & Police Relations Commission* (CPRC) ___ Civil Service Committee
___ Library Board of Trustees ___ Planning Commission
___ Parks, Recreation & Senior Citizens Advisory Board ___ Public Art Committee*
___ Veterans & Military Families Advisory Committee* ___ Traffic Safety Committee
___ Port Commission ___ Advisory Housing Committee*
Applicants must be residents of the City of National City except for those marked by an asterisk (*).
All applicants must be U.S. Citizens.
Applicants for the Community and Police Relations Commission must pass a criminal background check
prior to appointment.
Applicants for the Advisory Housing Committee must have subject matter expertise in housing-related
issues.
Name: ______________________________________ E-Mail: _________
Home Address: ______________________ Tel No: ____________
(Include City/Zip)
Business Affiliation: __________________________________Title: ___________________________
Business Address: _________________________________________Tel. No.: __________________
Length of Residence in National City: _________ San Diego County: _______ California: __________
Educational Background: _____________________________________________________________
__________________________________________________________________________________
Occupational Experience: _____________________________________________________________
__________________________________________________________________________________
Professional or Technical Organization Memberships: _______________________________________
__________________________________________________________________________________
Civic or Community Experience, Membership, or Previous Public Service Appointments:
__________________________________________________________________________________
Experience or Special Knowledge Pertaining to Area of Interest:_______________________________
__________________________________________________________________________________
Have you ever been convicted of a felony crime? No:__ Yes:__ misdemeanor crime? No:__ Yes: __
If any convictions were expunged disclosure is not required. Convictions are not necessarily
disqualifying. Please feel free to provide an explanation or information if “Yes” was marked for the
above two questions.
_________________________________________________________________________________
_________________________________________________________________________________
Date: ____________________ Signature: ___________________________________________
Please feel free to provide additional information or letters of endorsement.
Return completed form to: Office of the City Clerk, 1243 National City Blvd., National City, CA 91950
Thank you for your interest in serving the City of National City.
Pursuant to the California Public Records Act, information on this form Rev. February 2020
may be released to the public upon request.
X
Susan Meyer
N/A N/A
N/A N/A
1.5 yrs 26 yrs 26 yrs
Bachelor’s Degree in Psychology w/ an emphasis in
Industrial Organizational Psychology
Hospitality Experience 4+ years & Healthcare Experience 6+ years.
Tau Sigma National Honor Society Chapter 184
San Diego State University
Attendance at City Council Meetings
Please see attached document.
X X
N/A
1/23/2025 Susan K. Meyer
Page 65 of 310
This is to certify that
SUSAN MEYER
Has satisfactorily fulfilled the requirements established by the
Lean Six Sigma Department to achieve the status of
May 12, 2023 ___
Kurt Hanft, Lean Six Sigma Master Black Belt Date
Sharp HealthCare Certified
Lean Six Sigma Yellow Belt
Page 66 of 310
Planning Commission
Applicant Package - Commissioner
Planning Commission - Commissioner
Term 31 Mar 2025 - 30 Mar 2029
Positions Available 1
Number of applicants in this package 1
- Valenzuela, Claudia
Page 67 of 310
Name: Valenzuela, Claudia
Address: , National City, CA, 91950
Email:
Board Name: Planning Commission
Telephone Number:
Registered to Vote in National City?:
Yes
Resident of National City?:
Yes
Present Employer?:
LeSar Holdings Inc.
Occupation:
Director of External Affairs & Community Partnerships
Business Address:
Educational Background:
Juris Doctorate, California Western School of Law
B.A., University of San Diego
Currently Serving on a BCC?:
Yes
Previously Served on a BCC?:
Page 68 of 310
Yes
If so, which ones? If it does not apply, type N/A:
Planning Commission 4/2021 - 3/2025
Have you ever been convicted of a felony crime?:
No
Have you ever been convicted of a misdemeanour crime?:
No
Time of Submission: 01/26/25 3:45:35 PM
Page 69 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
PURPOSE
To establish a procedure to serve as a guide in making appointments to various City Boards,
Commissions, and Committees. The City currently has the following Boards, Commissions, and
Committees to which this Policy applies:
Mayor’s Appointments:
1. Board of Library Trustees
2. Community and Police Relations Commission
3. Park, Recreation, and Senior Citizens Advisory Committee
4. Public Art Committee
5. Sweetwater Authority
6. Traffic Safety Committee
7. Veterans and Military Families Advisory Committee
City Council Appointments:
1. Civil Service Commission
2. Planning Commission
3. Housing Advisory Committee including Ex-Officio Members
4. Port Commission (Per the San Diego Unified Port District Act, Section 16, this seat
must be filled by a National City resident. The Commissioner shall be a resident
of the City at the time of their appointments, and during the full term of the
appointment.)
POLICY
Appointment Process
A. Opportunity to apply. All interested individuals shall be given an opportunity to submit
applications for vacancies on City Boards, Commissions, and Committees. Incumbent
Appointees are not automatically re-appointed but are required to fill out an abbreviated
application provided by the City Clerk, indicating their interest in continuing to serve.
B. Unexpired terms. If an incumbent Appointee was appointed to fill an unexpired term
and the Appointee serves for less than one year in that position, the Council may re-
appoint the incumbent without considering other applicants.
C. Vacancies. When vacancies occur, the following procedure shall be followed:
1. Schedule vacancy. When a term is expiring or expires, public notice of the vacancy
shall be made, inviting interested individuals to submit applications for the vacancy
on a form provided by the City Clerk on the City website.
Page 70 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Unscheduled vacancy. An unscheduled vacancy shall be filled according to
Government Code Section 54974, which generally provides as follows: Whenever
an unscheduled vacancy occurs, whether due to resignation, death, termination, or
other causes, a special vacancy notice shall be posted in the Office of the City Clerk,
the City website, outside City Hall on the Bulletin Board, and on City social media
platforms not earlier than twenty (20) days before or not later than twenty (20) days
after the vacancy occurs. The City Council shall not make a final appointment for
at least ten (10) working days after posting the notice in designated locations. The
notice’s posting and application period shall be thirty (30) calendar days. However,
if it finds that an emergency exists, the City Council may, fill the unscheduled
vacancy immediately. According to this section, a person appointed to fill the
vacancy shall serve only on an interim basis until the final appointment.
The end of term for the members of Boards, Commissions, and Committees
generally occurs in an annual rotation during the months of March and September.
Appointments will be considered at those times unless a vacancy resulting from a
resignation results in the lack of a Quorum on the Board, Commission, or
Committee, in which case the appointment could occur at the time of the
unscheduled vacancy in accordance with the procedure set out above.
3. Government Code Section 40605, and National City Municipal Code Title 16, grants
the Mayor, with the City Council’s approvals, the authority to make all appointments
unless otherwise explicitly provided by statute. The exceptions are:
1. Civil Service Commission
2. Planning Commission
3. Housing Advisory Committee including Ex-Officio Members
4. Port Commission
The City Council fills vacancies on these bodies.
D. Implementation. Implementation of Council policy for appointment to Boards,
Commissions, and Committees requires the following:
1. Per Government Code Section 54972, on or before December 31 of each year,
the City Council shall prepare a list of appointments of all regular and ongoing
Boards, Commissions, and Committees appointed by the City Council. The
City Clerk will prepare the list of all regular and ongoing Boards, Commissions,
and Committees appointed by the Mayor or the City Council. The list shall
contain a list of all terms that will expire during the next calendar year, the
incumbent appointee’s name, the appointment date, the term’s expiration date,
Page 71 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
and the position’s necessary qualifications. It shall also include a list of all
Boards, Commissions, and Committees whose members serve at the City
Council’s pleasure and the qualifications required for each position. This Local
Appointments List shall be made available to the public on the City website.
2. Notice. A public notice for vacancies must be placed in the newspaper of
general circulation within the City, on the City’s website, City Hall Bulletin
Boards, and City social media platforms.
3. Expiration of term. All appointees will receive a letter as their terms expire
asking if they would like to re-apply for the position.
4. Applications. Applications shall be accepted electronically on the City website
Submissions must be received before the advertised deadline for consideration for
the appointment. All applications will be retained in the City Clerk’s Office for one
year from the date the application was submitted. During the one-year retention
period of the application, an applicant shall be considered for other vacancies on
Boards, Commissions, and Committees. The City Clerk’s Office will notify the
applicant being considered for an appointment to confirm that they are still
interested in volunteering.
5. A member may only serve on one (1) Board, Commission, or Committee at a time.
If an applicant applies for another position on a different Board, Commission, or
Committee, that applicant will forfeit the prior seat and a vacancy will occur per
policy.
6. Residency requirement: If a position on the Board, Commission or Committee is for
a resident, the applicant must be a resident at the time of submitting the application.
The address must be an identifiable National City address, with verification by the
City Clerk’s Office. If an applicant is found to be a non-resident, they will not be
considered. They will be encouraged to apply for a non-resident seat when available.
7. Interviews:
a. Mayor Appointments: Interviews for Mayoral appointments will be
conducted by the Mayor outside of the public meeting and scheduled by
the Mayor’s Office.
b. City Council Appointments: Interviews for the four (4) Civil Service
Commission, Planning Commission, Housing Advisory Committee, and
Page 72 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Port Commission who serve at the City Council’s pleasure and are
appointed by the City Council as a body will be interviewed in the public
forum at a City Council Meeting as described below.
c. The City Clerk’s Office makes attempts to inform applicants of the date and
time of the City Council Meeting scheduled for interviews and appointments.
Allowing the applicant the opportunity to attend in person or via Zoom for
interviews and questions. Attempts are made via emails, and telephone calls
prior to the meeting.
8. Mayoral Appointments:
The Mayor will make the motion to appoint (naming the appointee) and
Councilmembers may second the motion. The City Clerk will then take a roll call
vote of the City Council. A majority vote of the City Council will be required for the
appointment. If the majority of the City Council choose to deny the proposed
appointment, the Mayor shall either propose an alternative candidate from the
current application pool or choose to reopen the application period and return to the
City Council at a future City Council Meeting with a different applicant for
consideration. If a Mayoral Appointment is not approved by the majority of the City
Council by confirmation, that applicant is removed from the pool for that seat. The
Mayor will return to a future meeting with a substitute Mayoral appointment.
9. For City Council Appointments, the Interview Process is as follows:
a. The City Clerk will provide an overview of the Board, Commission, or
Committee(s) with current vacancy (ies). The Mayor will introduce the
applicant and two (2) questions will be asked of each applicant on behalf
of the City Council.
b. Each applicant is given two (2) minutes to make a brief introduction of
themselves and their qualifications to the City Council.
c. Mayor and City Councilmembers will ask questions of each applicant. All
applicants must be asked the same questions.
d. Total time per applicant is five (5) timed minutes with time allowed for
clarification at the discretion of the City Council, not to exceed ten (10)
minutes total per applicant.
Page 73 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
e. All appointments and interviews before the City Council will be scheduled
as needed to fill unexpected vacancies, with every effort to be made
before an individual's term expires. Interviews may take place at one
meeting, with appointments made at a subsequent meeting.
9. Vacancies for City Council Appointed Positions. If the vacancy is for a City
Council appointed position, and there is more than one (1) applicant for a given
position, the voting process will proceed as follows: Once the interviews are
complete, each Councilmember votes for their choice via a written ballot
provided by the City Clerk. Each Councilmember shall print and sign their name
on the ballot. All ballots shall be considered a public record and be open to
inspection by the public. The ballots are passed to the City Clerk who announces
the number of votes for each candidate.
If the appointment process is conducted via a virtual meeting the process is the
same except the ballot/vote process. The City Clerk’s Office will provide a Vote
Sheet (a piece of paper electronically) with the name of each applicant to be
considered. Councilmembers will mark their paper, fold it and hand to the City
Clerk as they are collected. If a member is virtual, they will announce their vote
verbally first before any other votes are read into the record. The City Clerk will
tally the votes and will then confirm the votes with a verbal roll call. The
applicant with the most votes is appointed.
In the event of a tie, each Councilmember votes again until one (1) candidate
has the majority vote and is declared to be the newly–appointed member of the
Board, Commission, or Committee.
10. Re-appointment beyond two terms. Anyone wishing to be re-appointed to any Board,
Commission, or Committee and has served two or more full terms already must be
approved by a four-fifths vote of the City Council. If all five members of the City
Council are not present, or if one member abstains or recuses their vote, the four-
fifths requirement shall be changed to require only a simple majority.
11. Report to Council:
All applications received for vacancies, whether Mayoral Appointment or City
Council Appointment, will be attached to the staff report to Council. All applications
will have private personal information redacted (name, street numbers and name of
street address, and phone number). This redacted information is in alignment with
Government Code Section 6255(a) because the public interest served by not
disclosing the applicant’s personal, private information and protection of the
Page 74 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
applicant’s right to privacy outweighs the public interest served by disclosing that
information.
12. An automatic vacancy upon becoming a Non-Resident. An unscheduled vacancy
automatically occurs when a resident holding an appointment position on a City
Board, Committee, or Commission becomes a non-resident by moving out of
National City limits. When an unscheduled vacancy occurs due to a resident
becoming a non-resident, the unscheduled vacancy may be filled as follows:
a. A special vacancy notice shall be posted in the Office of the City Clerk, and
in other places as directed by the City Council, not earlier than 20 days
before or not later than 20 days after the vacancy occurs. Final Appointment
at a City Council Meeting shall not be made by the Appointing Authority for
at least 10 working days after the posting of the notice in the City Clerk’s
Office.
b. The Appointing Authority may appoint the former resident to a Non-
Residential position if a Non-Residential position is vacant.
However, the Appointing Authority may, if it finds that an emergency exists, fill the
unscheduled vacancy immediately. A person appointed to fill the vacancy shall
serve only on an acting basis until the final appointment is made pursuant to this
section.
13. Only City Residents may be elected to Chair and Vice-Chair positions. To be
eligible to be elected as the Chairperson of a City Board, Committee, or
Commission, the member must be a resident of the City.
14. Resignations, Attendance, Training, and Removals
Resignation:
If a Commissioner or Member of a Board, Committee, or Commission is unable to
continue serving because of health, business requirements, or personal reasons,
a letter of resignation shall be submitted to the City Clerk, who will present to the
City Council.
Page 75 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Attendance:
Regular attendance at meetings is critical to be effective operation of City Boards,
Commissions, and Committees. The City Council relies on the advice of the City’s
Boards, Commissions, and Committees, which is the result of discussions among
appointed members. The City Council anticipates that members of Boards,
Committees, and Commissions shall make every reasonable effort to attend all
regular and special meetings of their respective Boards, Commissions, and
Committees, and to be prepared to discuss matters on their respective agendas.
A Commissioner or Member of a Board, Committee, or Commission shall be
considered removed from any advisory board under the following conditions:
1. A Commissioner or Member of a Board, Committee, or Commission with
unexcused absences from three consecutive regularly scheduled meetings.
2. A Commissioner or Member of a Board, Committee, or Commission misses
more than 25% of the advisory body’s meetings in a calendar year.
3. A Commissioner or Member of a Board, Committee, or Commission must be
present at least one hour, or 50% of the entire meeting, whichever is less, to
be counted as present for purposes of attendance.
Excused Absences:
An “excused absence” is only granted when absolutely necessary and pre-
approved if at all possible. The City Council encourages Boards, Commissions,
and Committees to refrain from scheduling meetings on cultural and religious
holidays in order to encourage full participation by all Commissioners, Board
Members, and the public. The pre-approval of excused absences will be by the
body as a whole and documented in the meeting minutes.
Excused absences are listed as follows:
1. Illness of the Commissioner or Member of the Board, Committee, or
Commission, their family member, or their personal friend;
2. Business commitment of the Commissioner or Member of the Board,
Committee, or Commission that interferes with the attendance at a meeting;
3. Attendance of the Commissioner or Member of the Board, Committee, or
Commission at a funeral, religious service or ceremony, wedding, or other
similarly-significant event; or
Page 76 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
4. Other reason for which the Commissioner or Member of the Board,
Committee, or Commission has given notice to the Chairperson or Secretary
of their unavailability fifteen (15) days in advance, as long as the unavailability
is not expected to last longer than 30 days.
Removal:
The Secretary or Lead of each Board, Commission, or Committee will report the
attendance to the Office of the City Clerk on a monthly basis. If the attendance or
absences fall within these guidelines, the Office of the City Clerk will prepare a
report to City Council for review and possible removal of the Commissioner,
Member, or Alternate sitting on the Board, Committee, or Commission. Any
Commissioner, Member, or Alternate sitting on a Board, Committee, or Commission
may be removed from office at any time by a simple majority vote of the City Council
at a regularly scheduled Council meeting with or without cause.
Mandatory Training and Filing Requirements:
Commissioners and Members of Board, Committee, or Commission, as
appointed by the legislative body, are entrusted with certain responsibilities and
concomitant training and reporting. The following are requirements of
Commissioners and Members of Boards, Commissions, and Committees. This
training is required to be completed within 30 days of appointment or
notification.
1. Oath of Office (Article XX of the California Constitution, and California
Government Code Section 36507)
2. Fair Political Practices Commission (FPPC) Statement of Economic
Interest Form 700 Filing (California Government Code Section 87100 et
seq)
3. AB1234 Ethics Training (California Government Code Section
53235.1(b))
4. Sexual Harassment Training
5. Brown Act Training
6. Social Media Training
7. Any training required by State Law, Federal Law, or City Policies.
All training is offered in a variety of formats including in person, via Zoom,
training website/software, and pre-recorded video. Currently, these are all
requirements of the Mayor and City Council, and City staff.
Page 77 of 310
CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: October 15, 2024
ADOPTED: June 17, 1986
POLICY # 107 TITLE: Appointments to Boards, Commission and Committees
Removal:
Failure to complete any of these requirements within 30 days of the
appointment date or date of notification is cause for automatic removal.
Related Policy References
Government Code Section 40605
Government Code Section 54970, et seq.
Article XX of the California Constitution, and California Government Code Section 36507
California Government Code Section 53235(b)
California Government Code Section 87100 et seq
National City Municipal Code Title 16 (pending)
Prior Policy Amendments:
February 2, 2021 (Resolution No. 2021-08)
May 19, 2020 (Resolution No. 2020-95)
November 9, 1993 (Resolution No. 93-173)
June 11, 2013 (Revised – No Resolution – Refer to Meeting Minutes)
October 8, 2013 (Resolution No. 2013-147)
May 19, 2020 (Resolution No. 2020-20)
Page 78 of 310
BOARDS, COMMISSION AND
COMMITTEES (11)
TOTAL MEMBERS
(51+)
BOARD OF
LIBRARY TRUSTEE
(5 Members)
CIVIL SERVICE
COMMISSION
(5 Members)
COMMUNITY AND
POLICE RELATIONS
COMMISSION
(8 Members)
PARK,
RECREATION
AND SENIOR
CITIZENS'
ADVISORY
COMMITTEE
(7 Members)
PLANNING
COMMISSION
and HOUSING
ADVISORY
COMMITTEE
(7 Members)
2 Ex Officio
PORT
COMMISSION
(1 Member)
PUBLIC ART
COMMITTEE
(5 Members)
SWEETWATER
AUTHORITY
(1 Member)
TRAFFIC SAFETY
COMMITTEE
(5 Members)
TERM 3 Years 5 Years 3 Years 3 Years 4 Years 4 Years 3 Years 4 Years 3 Years
RESIDENCY REQUIREMENT Yes Yes
5 Resident
up to 2 Non-Resident
(1) Non-Voting
Member Yes Yes Yes No n/a Yes
VOTER REQUIREMENT No No No No No No No No No
MAYORAL APPOINTMENT SUBJECT TO
CONFIRMATION BY THE CITY COUNCIL X X X X X X
CITY COUNCIL AS A BODY APPOINTMENT X X X
COMPENSATION No No No No
Compensation set
by Council
Resolution No No No No
FORM 700 FILING REQUIREMENT Yes Yes Yes No Yes n/a No n/a No
MEETINGS 1 X per month
1X every other
month 1X every 3 months
1X every 2
months 2X per month n/a 1X per quarter n/a 1X per month
REQUIRED TO REPORT TO COUNCIL
ANNUALLY
Yes, on or before
August 31st and to
the State Librarian Yes Yes Yes Yes Yes Yes Yes Yes
OTHER
Can not be
salaried employee
or holds office of
the City
BOARDS/COMMISSION/COMMITTEES
**Effective February 2, 2020 all Chair and Vice-Chairs are required to be NC Residents
CITY COUNCIL POLICY #107 and NCMC TITLE 16
Page 79 of 310
AGENDA REPORT
Department: City Clerk's Office
Prepared by: Shelley Chapel, MMC, City Clerk
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Approval of City Council Meeting Minutes
RECOMMENDATION:
Approve and file.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
Meeting Minutes:
Special City Council Meeting of February 18, 2025 – Closed Session
Regular City Council Meeting of February 18, 2025
FINANCIAL STATEMENT:
Not applicable.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Not Applicable
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – Special City Council Meeting of February 18, 2025 – Meeting Minutes
Exhibit B – Regular City Council Meeting of February 18, 2025 – Meeting Minutes
Page 80 of 310
SPECIAL MEETING MINUTES OF THE CITY COUNCIL
February 18, 2025, 5:00 p.m.
City Council Chamber - 1243 National City Boulevard
National City, CA
Present: Councilmember Molina
Councilmember Rodriguez
Councilmember Yamane
Vice-Mayor Bush
Mayor Morrison
Others Present: Ben Martinez, City Manager
Barry J. Schultz, City Attorney
Shelley Chapel, City Clerk
_________________________________________________________________
1. CALL TO ORDER
A Special Meeting of the City Council of the City of National City was called to order at
5:04 p.m. via teleconference and in the Council Chamber, located in City Hall, 1243
National City Boulevard, National City, California.
2. ROLL CALL
Councilmembers present: Molina, Rodriguez, Yamane, Bush, Morrison
3. PLEDGE OF ALLEGIANCE TO THE FLAG
Councilmember Molina led the Pledge of Allegiance.
4. PUBLIC COMMENT (Public Comment will be restricted to Agenda Items Only)
In-Person Comment:
Ed Nieto Maria Severson
Michael Aguirre Doyle Morrison
Alisha Morrison Liliana Armenta
Micaela Polanco Luisa McCarthy
Page 81 of 310
5. CLOSED SESSION
Members retired into Closed Session at 5:23 p.m. and returned at 6:15 p.m. with all
members present in attendance: Molina, Rodriguez, Yamane, Bush, Morrison, and
Schultz.
5.1 PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Government Code Section 54957.6
Position to be reviewed: City Attorney
Announcement of actions taken in Closed Session announced at the Regular City
Council Meeting, which occurred at 6:00 p.m.
6. ADJOURNMENT
Mayor Morrison adjourned to the Regular Meeting of the City Council of the City of National
City, Tuesday, February 18, 2025, at 6:00 p.m. in the Council Chamber, located in City
Hall, 1243 National City Boulevard, National City, California.
The meeting adjourned at 6:15 p.m.
_________________________
Shelley Chapel, MMC, City Clerk
The foregoing minutes were approved at the Regular Meeting of March 4, 2025.
__________________________
Ron Morrison, Mayor
Page 82 of 310
REGULAR MEETING MINUTES OF THE CITY COUNCIL
February 18, 2025, 6:00 p.m.
City Council Chamber - 1243 National City Boulevard
National City, CA
Present: Councilmember Molina
Councilmember Rodriguez
Councilmember Yamane
Vice-Mayor Bush
Mayor Morrison
Others Present: Ben Martinez, City Manager
Barry J. Schultz, City Attorney
Shelley Chapel, City Clerk
Carlos Aguirre, Director of Community Development
Derek Aydelotte, Police Captain
Bruce Foltz, Director of Finance
Brian Hadley, Deputy City Manager
Lydia Hernandez, Director of Human Resources
Tonya Hussain, Deputy City Clerk
Steve Manganiello, Director of Engineering & Public Works
Sergio Mora, Fire Chief
__________________________________________________________________
1. CALL TO ORDER
A Regular Meeting of the City Council of the City of National City was called to order at
6:21 p.m. via teleconference and in the Council Chamber, located in City Hall, 1243
National City Boulevard, National City, California.
2. ROLL CALL
Councilmembers present: Molina, Rodriguez, Yamane, Bush, Morrison
Interpretation in Spanish provided by Carlos Diaz and Luisa Diaz de Leon.
Page 83 of 310
3. PLEDGE OF ALLEGIANCE TO THE FLAG
Vice-Mayor Bush led the Pledge of Allegiance.
4. INVOCATION
Delivered by National City Christian Center Co-Pastor Robert Dominguez.
Item taken out of order.
6. PUBLIC COMMENT
Virtual Comment:
Terri Skelly
Madison Rapp
Judi Strang
Manuel Andrade
In-person comment:
Matthew Castanon
Edan Abundez
Alisha Morrison
Doyle Morrison
Ted Godshalk
Geoffrey Schrock
Truth
Ed Nieto
Gloria Salas
Thomas Rike
Eddie Perez
One written comment was received from Paul Wapnowski.
5. PRESENTATION
5.1 A Reason To Survive (ARTS) Annual Report
PowerPoint Presentation provided by ARTS Advancement Coordinator Jose
Lopez and ARTS Executive Director Lucy Eagleson.
7. REGIONAL BOARDS AND COMMITTEE REPORTS (Limited to Five (5) Minutes
each)
Councilmember Rodriguez had nothing to report.
Councilmember Yamane announced an upcoming Sweetwater Authority workshop on
Per- and polyfluoroalkyl substances (PFAS). Provided an update on San Diego
Community Power and announced her planned participation on a metropolitan water tour.
Page 84 of 310
Councilmember Molina reported on the SANDAG Board of Directors meeting and
information on their regional economic outlook for San Diego.
Vice-Mayor Bush spoke to the business of Metropolitan Transit System and the San Diego
County Air Pollution Control Board. Vice-Mayor Bush announced his recent appoint as
Board Chair.
Mayor Morrison reported on the Sweetwater Authority’s workshops to discuss PFAS and
spoke to his attendance at the National Association of Regional Councils representing
SANDAG.
8. CONSENT CALENDAR
Motion by Councilmember Yamane, seconded by Vice-Mayor Bush to approve Consent
Calendar Items with the exception of items 8.3, 8.6, 8.10, and 8.11 pulled for public
comment.
Motion carried by unanimous vote.
8.1 Approval of Reading by Title Only and Waiver of Reading in Full of Ordinance on
this Agenda
Motion carried by unanimous vote.
8.2 Approval of City Council Meeting Minutes.
Approve and file.
Motion carried by unanimous vote.
Item pulled for discussion.
8.3 Amendment to the Lease Agreement with New Cingular Wireless Extending the
Term to December 14, 2025.
Adopted Resolution No. 2025-13.
Public comment received from Thomas Rike.
Recommendation: Adopt the Resolution Entitled "Resolution of the City Council
of the City of National City, California, Authorizing the City Manager to Execute
the First Amendment to the Lease Agreement with New Cingular Wireless PCS,
LLC, By and Through CCATT LLC, a Delaware Limited Liability Company, its
Attorney in Fact.”
ACTION: Motion by Vice Mayor Bush, seconded by Councilmember Yamane to
adopt the resolution.
Motion carried by unanimous vote.
Page 85 of 310
8.4 Ratification of a Subordination Agreement for an Affordable Housing Density
Bonus Development Located at 129 National City Blvd.
Adopted Resolution No. 2025-14.
Adopt the Resolution Entitled, “Resolution of the City Council of the City of National
City, California, Ratifying a Subordination Agreement with 129 NCB, LLC, a
California Limited Liability Company, and Fisher Financial Group Inc., dba
NationsChoice Mortgage, Subordinating the Performance Deed of Trust to the
Lender Deed of Trust and Subordinating the Lender Deed of Trust to the Affordable
Housing Density Bonus Agreement for 129 National City Boulevard in National
City.”
Motion carried by unanimous vote.
8.5 Request to Install a Yellow Curb “Loading and Unloading” Parking Space W. 12th
Street Adjacent to 1215 Wilson Avenue; and Red Curb “No Parking” on the 400
Block of W. 12th Street.
Adopted Resolution No. 2025-15.
Adopt a Resolution Entitled, “Resolution of the City Council of the City of National
City, California, 1) Authorizing the Installation of a Yellow Curb “Loading and
Unloading” Parking Space with a Sign on the East Side of W. 12th Street
Adjacent to 1215 Wilson Avenue; and 2) Authorizing the Installation of Red Curb
“No Parking” Markings Along the Cul-de-Sac on the 400 block of W. 12th Street
to Provide Emergency Vehicle Access.”
Motion carried by unanimous vote.
Item pulled for discussion.
8.6 Semi-Annual Report – Boards, Commissions, and Committees Attendance Report
– Includes Third and Fourth Quarters of Calendar Year 2024
Receive and file.
Public comment received from Truth.
ACTION: Motion by Councilmember Yamane, seconded by
Councilmember Molina to receive and file the report.
Motion carried by unanimous vote.
8.7 Temporary Use Permit – Circus Vargas Event Sponsored by Circus Vargas from
February 28, 2025 to March 10, 2025 at the Westfield Plaza Bonita Mall with No
Waiver of Fees.
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Approve the Application for a Temporary Use Permit Subject to Compliance with
all Conditions of Approval with No Waiver of Fees and in Accordance with City
Council Policy 802.
Motion carried by unanimous vote.
8.8 Investment Transactions for the Month Ended October 31, 2024.
Accept and File the Investment Transaction Ledger for the Month Ended October
31, 2024.
Motion carried by unanimous vote.
8.9 Investment Transactions for the Month Ended November 30, 2024.
Accept and File the Investment Transaction Ledger for the Month Ended
November 30, 2024.
Motion carried by unanimous vote.
Item pulled for discussion.
8.10 Warrant Register #24 for the Period of 12/06/24 through 12/12/24 in the Amount
of $1,351,770.87
Public comment received from Thomas Rike.
Written comment received from Ted Godshalk.
Recommendation: Ratify Warrants Totaling $1,351,770.87
ACTION: Motion by Vice-Mayor Bush, seconded by Councilmember Yamane to
ratify Warrant Register #24.
Motion carried by unanimous vote.
Item pulled for discussion.
8.11 Warrant Register #25 for the Period of 12/13/24 through 12/19/24 in the Amount
of $4,331,727.38
Public comment received from Truth.
Recommendation: Ratify Warrants Totaling $4,331,727.38
ACTION: Motion by Councilmember Yamane, seconded by Councilmember
Rodriguez to ratify Warrant Register #25.
Motion carried by unanimous vote.
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9. CONTINUED PUBLIC HEARING
9.1 Second Reading and Adoption of an Ordinance Amending National City Municipal
Code Chapter 2.75 Adjusting Campaign Contribution Limits.
Adopted Ordinance No. 2025-2537.
City Clerk Shelley Chapel introduced the item.
Mayor Morrison opened the Public Hearing at 7:36 p.m.
There was no public comment.
ACTION: Motion by Councilmember Yamane, seconded by Councilmember
Molina to close the public hearing.
Public Hearing closed at 7:36 p.m.
Motion carried by unanimous vote.
Recommendation: Second Reading and Adoption of an Ordinance Entitled,
“Ordinance of the City Council of the City of National City, California, Amending
Section 2.75.030 of the National City Municipal Code Chapter 2.75 to Adjust the
Campaign Contribution Limit for Any Election Held on or after January 1, 2025.
ACTION: Motion by Councilmember Yamane seconded by Councilmember
Molina to adopt the ordinance.
Motion carried by unanimous vote.
9.2 Second Reading and Adoption of an Ordinance of the City Council of the City of
National City, California, Establishing the Compensation of the Mayor and City
Councilmembers.
Adopted Ordinance No. 2025-2538.
City Clerk Shelley Chapel introduced the item.
Mayor Morrison opened the Public Hearing at 7:38 p.m.
One public comment was received from Truth.
Written comment received from Ted Godshalk.
ACTION: Motion by Vice-Mayor Bush, seconded by Councilmember Yamane to
close the public hearing.
Public Hearing closed at 7:40 p.m.
Motion carried by unanimous vote.
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Recommendation: Second Reading and Adoption of an Ordinance of the City
Council of the City of National City, California, Establishing the Compensation of
the Mayor and City Council.
ACTION: Motion by Vice-Mayor Bush, seconded by Councilmember Yamane to
adopt the Ordinance.
Ayes: Molina, Yamane, Bush, Morrison
Nays: Rodriguez
Motion carried by 4-1 vote.
10. STAFF REPORTS
Vice-Mayor Bush left the dais at 7:41 p.m. and returned at 7:42 p.m.
10.1 Amending City Council Policy No. 104 Rules of Procedure and Order for City
Council Meetings
Adopted Resolution No. 2025-16.
City Clerk Chapel introduced the item.
Virtual Comment:
Barbara Gordon
Judi Strang
Madison Rapp
Ashley Morrison
In-person Comment:
Doyle Morrison
Truth
Thomas Rike
Patricia Mondragon
Written comment received from Manuel Andrade and Ted Godshalk.
Recommendation: Adopt a Resolution Entitled, “Resolution of the City Council of
the City of National City, California, Amending City Council Policy No. 104 Rules
of Procedure and Order for City Council Meetings.”
Councilmember Yamane requested that the Council bifurcate the actions taken
on this item, so that the direction is clear.
ACTION: Motion by Vice-Mayor Bush, seconded by Mayor Morrison to revise the
policy to state that written public comment be submitted at least four (4) hours prior
to the City Council meeting and at least two (2) hours prior for Zoom registration.
Motion carried by unanimous vote.
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ACTION: Motion by Vice-Mayor Bush, seconded by Councilmember Molina to
approve the remainder of the policy.
Motion carried by unanimous vote.
Councilmembers requested staff return to the March 18 meeting with information
regarding cost of in-person translation/interpreter.
11. CITY MANAGER’S REPORT
City Manager Ben Martinez announced that the mid-year budget agenda item would be
heard at 4:00 p.m. at the March 4th City Council meeting and a strategic planning session
would occur sometime in April.
11.1 POLICY 105 REQUEST - Legal Defense Fund in Support of Undocumented
Individuals - Requested by Councilmember Rodriguez
Councilmember Rodriguez introduced the item.
In-Person Comment:
Clint Carney
Crystal Felix
Patricia Mondragon
Truth
Adriana Huerta
Written comment received from Moises Valencia.
ACTION: Motion by Councilmember Rodriguez, seconded by Councilmember
Yamane to add the item to a future City Council meeting agenda and for
Councilmember Rodriguez’s office to provide a staff report with a proposed
program. To include the City Attorney’s Office review if needed and for the report
to include information about the County’s current program
Motion carried by unanimous vote.
11.2 POLICY 105 REQUEST - Updating Cannabis Ordinance to Change Opening and
Closing Times to Match the State - Requested by Vice Mayor Bush
Vice-Mayor Bush introduced the item.
In-person comment received from Thomas Rike.
Written comment received from Ted Godshalk.
Councilmember Molina left the dais at 8:53 p.m and returned at 8:54 p.m.
Councilmember Rodriguez left the dais at 8:53 p.m and returned at 8:55 p.m.
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Virtual Comment:
Becky Rapp
Peggy Walker
Megan Stuart
Judi Strang
Alex Ayon
ACTION: Motion by Vice-Mayor Bush, seconded by Councilmember Molina to add
the item to a March City Council meeting agenda.
Motion carried by unanimous vote.
12. ELECTED OFFICIALS REPORT
Closing remarks were provided by members of the City Council.
13. CITY ATTORNEY REPORT
Mayor Morrison introduced City Attorney Schultz who reported on Closed Session agenda
Item 5.1 and stated that the evaluation had been initiated and will be continued at a future
closed session.
CLOSED SESSION
5.1 PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Government Code Section 54957.6
Position to be reviewed: City Attorney
14. ADJOURNMENT
Mayor Morrison adjourned to the Regular Meeting of the City Council of the City of National
City, Tuesday, March 4, 2025, 6:00 p.m. in the Council Chamber, located in City Hall, 1243
National City Boulevard, National City, California.
The meeting adjourned at 9:23 p.m.
_________________________
Tonya Hussain, Deputy City Clerk
The foregoing minutes were approved at the Regular Meeting of March 4, 2025.
__________________________
Ron Morrison, Mayor
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AGENDA REPORT
Department: Fire Department
Prepared by: Walter Amedee, Emergency Manager
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Emergency Medical System Transport Study
RECOMMENDATION:
Adopt the Resolution Entitled, “Resolution of the City Council of the City of National City,
California, Waiving the Formal Bid Process Pursuant to National City Municipal Code Section
2.60.220 (B) Regarding the Sole Source for AP Triton, LLC to Evaluate and Optimize the
Emergency Medical Transport System in National City and Approving and Authorizing the Mayor
to Execute a Professional Services Agreement by and between the City of National City and AP
Triton, LLC, for a Total Not-to-Exceed Amount of $51,250.00”.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
The National City Fire Department (NCFD) is committed to providing high-quality emergency
medical services (EMS) that meet the evolving needs of our community. As the demand for EMS
transport grows, it is critical to evaluate our current system to ensure efficiency, financial
sustainability, regulatory compliance, and optimal service delivery.
Conducting a comprehensive study will allow the NCFD to explore various ambulance service
models, assess their feasibility, and determine the best approach for maintaining high standards
of patient care while being fiscally responsible. This study will help the City make an informed
decision regarding the future of EMS transport services.
To identify a qualified consultant, NCFD conducted research based on experience, expertise, and
familiarity with municipal EMS systems. AP Triton, LLC was selected due to its proven track
record redesigning the ambulance services for the City of San Diego and Chula Vista. Their
engagements with San Diego and Chula Vista have given them a deep familiarity with the local
and regional EMS challenges and opportunities, which, combined with extensive experience,
enables them to address the unique needs of the NCFD.
AP Triton is the only consulting firm that has developed and implemented complete ambulance
systems within California. Their specialized knowledge in evaluating 201 and 224 EMS transport
models ensures they can provide the City with a data-driven, customized approach to optimizing
ambulance services. AP Triton is positioned as the sole source capable of providing the NCFD
with a service that not only meets but exceeds the standards for an EMS System Valuation and
First Responder Fee Study.
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AP Triton recognizes the NCFD’s need to assess and optimize its emergency medical transport
system. The objective of this study is to ensure financial sustainability, regulatory compliance,
and alignment with community needs.
The study will conduct a comprehensive financial and operational analysis of various ambulance
service models, considering National City's unique challenges and legal status under Sections
201 or 224. The models under evaluation include:
NCFD-Direct Ambulance Transport Model – Full in-house ambulance transport by
NCFD, assessing staffing, training, equipment, and financial feasibility.
NCFD Hybrid Model – A mix of direct transport and subcontracted services, optimizing
cost-effectiveness and service quality.
NCFD Subcontracting Model – Evaluating full or partial subcontracting, oversight
mechanisms, and impacts on service continuity.
Private Ambulance Subcontractor Model – Examining private ambulance operations
under NCFD supervision, ensuring compliance with department standards.
In addition to financial aspects, the study will analyze response times, service quality, community
impact, and long-term viability of each model. AP Triton will engage stakeholders from NCFD and
the City of National City to ensure the findings align with local priorities.
By leveraging AP Triton’s expertise, NCFD will receive a strategic, data-driven roadmap to
enhance its EMS transport system while preparing for future challenges and opportunities. AP
Triton estimates a 4–5 month timeline for project completion. However, this timeline is contingent
upon receiving all necessary data and information to ensure a thorough and accurate evaluation.
FINANCIAL STATEMENT:
The total cost for this study will not exceed $51,250. Appropriations are available in account
no.100-70-22-22100-7299-, Fire Department Contract Services.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Public Safety
ENVIRONMENTAL REVIEW:
This is not a project under CEQA and is therefore not subject to environmental review. CCR15378;
PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted within 72 hours of the meeting date and time in accordance with
the Ralph M. Brown Act.
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – AP Triton LLC, Proposal to conduct an EMS Transportation & Optimization Study
Exhibit B – Agreement
Exhibit C – AP Triton Sole Source Letter
Exhibit D – Resolution
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Proposal to conduct an
EMS TRANSPORTATION &
Optimization Study
National City
Fire Department
California
UPDATED
DECEMBER 2024
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EMS CONSULTING SERVICES | NATIONAL CITY FIRE DEPARTMENT
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CONTENTS
Project Understanding & Scope of Work ......................................................... 2
EMS Transportation & Optimization Study ....................................................... 4
Section One—Project Initiation & Information Acquisition ............................................. 4
Section Two—Evaluation of the EMS System .................................................................... 6
Section Three—EMS System Valuation .............................................................................. 8
Section Four—EMS System Delivery Modeling.................................................................. 9
Section Five—Review & Delivery of Final Report ............................................................ 10
Estimated Project Timeline ............................................................................. 11
Project Fee Proposal ....................................................................................... 12
Payment Information ...................................................................................... 13
About AP Triton ................................................................................................ 14
Project Team Qualifications ........................................................................... 19
Projects & Experience ..................................................................................... 27
Client References ............................................................................................ 32
Client Testimonials .......................................................................................... 34
AP Triton’s Certificate of Insurance & Litigation ............................................ 35
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PROJECT UNDERSTANDING &
SCOPE OF WORK
AP Triton, LLC acknowledges the specific requirements of the National City Fire Department
(NCFD) in evaluating the operational aspects of the city’s ambulance service area. The
objective of this project is to evaluate and optimize the emergency medical transport system to
ensure financial sustainability, compliance with state regulations, and alignment with
community needs in National City.
This in-depth financial and operational analysis will investigate a range of emergency
ambulance provider models considering the unique challenges and prospects specific to
National City. Depending on the legal determination of 201 or 224 status, the study will include
detailed cost evaluations and operational factors for each of the following models:
• NCFD-Direct Ambulance Transport Model: This model involves the NCFD providing 100% of
the ambulance transport services, such as a Rescue Ambulance Model augmented by
one or more BLS units. The study will evaluate the feasibility and implications of using
uniformed fire department personnel, single-role EMS staff, or a combination of both. Key
factors like staffing requirements, training, equipment, and financial impact will be
reviewed.
• NCFD Hybrid Ambulance Transport Model: In this model, NCFD would manage a blend of
direct ambulance transport while also subcontracting certain services. The study will
explore the optimal balance between in-house and subcontracted services, focusing on
efficiency, cost-effectiveness, and service quality. Assessment of how to integrate these
services seamlessly will be a crucial part of this evaluation.
• NCFD Subcontracting Model: This approach considers NCFD subcontracting all or part of
the ambulance transport services. The study will analyze the potential subcontractors, cost
structures, oversight mechanisms, and the implications for service continuity and quality. It
will also assess the degree of subcontracting that is feasible and beneficial for NCFD.
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• Private Ambulance Subcontractor Model Under NCFD Supervision: In this scenario, a
private ambulance service would provide transport services under the supervision and
guidelines set by NCFD. The study will delve into the operational dynamics of such a
partnership, focusing on aspects like control mechanisms, quality assurance, and
alignment of the private provider’s operations with NCFD’s standards and community
expectations.
Beyond financial aspects, AP Triton will also evaluate critical factors like response times, service
quality, community impact, and the long-term viability of each model. The goal is to equip
NCFD with an exhaustive analysis that not only meets current demands but also strategically
prepares the department for upcoming challenges and opportunities in emergency medical
services.
Our methodology will be highly collaborative, involving crucial stakeholders from NCFD and the
City of National City community to ensure that the study accurately reflects local conditions
and preferences. By partnering with AP Triton, NCFD will gain from our extensive expertise and
dedication to providing bespoke, practical insights.
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EMS TRANSPORTATION &
OPTIMIZATION STUDY
SECTION ONE—PROJECT INITIATION & INFORMATION ACQUISITION
Task 1-A: Project Initiation & Development of a Work Plan
AP Triton will meet virtually with the NCFD project team to develop a complete understanding
of the organization’s background, goals, and expectations for the project. AP Triton’s Project
Manager will develop and refine a proposed work plan that will guide the Project Team. This
work plan will be developed identifying:
• Project team members responsible for each task
• Major tasks to be performed
• Resources to be utilized
• Methods for evaluating study results
• Any potential constraints or issues related to accomplishing specific tasks
The benefits of this process will be to develop working relationships between the AP Triton
project team and client representatives, determine communications processes, and identify
logistical needs for the project.
Task 1-B: Procurement of Information & Data
AP Triton will request pertinent information and data from key stakeholders. This information is
critical and will be used extensively in the analysis and development of this report. The
documents and information will include, but not be limited to, the following:
• Any previous studies
• Census and demographic data
• Current fire department organizational chart
• Historical budgets and financial data
▪ Current Contract between ambulance service provider and the County
▪ Current fees paid by ambulance service provider (if any)
▪ Current ambulance fees
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• Standard Operating Guidelines (SOG) and service delivery and deployment practices;
including policies regarding EMS quality improvement methods
• Memorandum of Understanding (MOU)
• Inventory of apparatus, including station assignment
• Inventory of capital medical equipment (e.g., cardiac monitor/defibrillators; powered
stretchers, etc.)
• Historical records management data, including National Fire Incident Reporting System
(NFIRS) incident data exported to an Excel spreadsheet format
▪ Incident records to include locations by latitude/longitude (if available) and full address,
timestamps to allow for calculation of response times, turnout times, call-processing
times, and response mode to scene
▪ Ambulance transport and hospital turnaround times; including transport mode (lights &
siren vs. no lights & siren) to hospital; number of patient refusals; and other data elements
which may be requested
▪ Patient records (without any identifying information and in accordance with HIPAA) that
include EMS provider impression, level of care provided (ALS vs. BLS), and patient
outcomes (if available)
▪ Any other electronic records that may be useful for this project
▪ Computer-Aided Dispatch (CAD) incident records
▪ Wages and benefits for each position rank and title
▪ List of most common hospitals and tertiary facilities, and their physical locations, to which
patients are transported and who provide online medical control
• Local geographic information systems (GIS) data and shapefiles (specific details will be
provided)
▪ Historical patient billing and collection records, including payer mix, write-offs,
contractual allowances, adjustments, refunds, and annual number of billable patient
transports
▪ Current fee schedule and revenue offset
• Automatic and mutual aid agreements related to patient transport and ambulances
• Any other documents and records necessary for the successful completion of the project
Task 1-C: Stakeholder Input
The AP Triton Project Team will conduct virtual interviews with key personnel identified as being
critical to the success of the project. NCFD staff and other stakeholders, including the firefighter
union, will be included.
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SECTION TWO—EVALUATION OF THE EMS SYSTEM
Task 2-A: Overview of the Community & EMS System
AP Triton will conduct a detailed assessment of each of the primary components of National
City Fire Department’s EMS delivery system.
• Service area population and demographics, including GIS maps of the service area and
population density
• Description of the city
• General description of fire/EMS service providers and their services
• EMS administration and medical direction
• Other system components related to emergency medical services to include ground and
air emergency medical transport
Task 2-B: Capital Facilities & Equipment
This task will entail a review of current major capital assets (facilities, apparatus, and
equipment). This evaluation will include:
Facilities—Tour and make observations in areas critical of current station location and future
station considerations. This will entail a cursory review of each facility and not a detailed,
comprehensive engineering analysis. Items to be contained in the report include:
• Design • Code compliance
• Construction • Staff facilities
• Safety • Efficiency
• Future viability
Capital Medical Equipment—Review the current inventory of capital medical equipment
utilized by NCFD (e.g., cardiac monitor/defibrillators, patient gurneys, automated external
defibrillators, etc.)
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Task 2-C: Service Delivery & Performance
To the extent data is available, AP Triton will review and observe areas affecting service levels
and operational performance. These will include, but not necessarily be limited to:
• EMS Service Demand
▪ Analysis and GIS display of current service
demand by incident type.
▪ Review of EMS calls dispatched versus patients
transported, and hospital destinations.
▪ Analysis and GIS display of current service
demand by temporal variation.
▪ GIS display of historical incident density
locations.
▪ Projected service demand due to growth.
• EMS Resource Distribution
▪ Overview of current ambulance deployment strategies (if available), analyzed through
GIS software as appropriate, with identification of service gaps and redundancies.
• Response Reliability
▪ Analysis of current workload, including unit hour utilization and time on task of individual
companies or units (to the extent data is complete).
▪ Analysis of call concurrency and the impact on EMS system effectiveness.
• Response Performance Analysis
▪ Ambulance response time performance analysis.
▪ Patient transport and hospital turnaround times.
• Analysis of patient care records, to include levels of acuity, and ratios of Basic Life Support
(BLS) versus Advanced Life Support (ALS) cases (if available).
▪ Patient outcome results if available.
EMS Incident Density Example
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Task 2-D: Population Growth Projections & Future Service Demand
An interpretation of available census and community development data will be provided,
indicating Population history, census-based population growth projections, and community
planning-based population growth projections. Population growth projections, along with
historical and forecast incident rates, will be utilized to develop projections for future service
demand.
SECTION THREE—EMS SYSTEM VALUATION
Task 3-A: Financial Analysis of EMS Transport Services
• Assess current patient transport fees and analyze the payer mix specific to the service
area.
• Strategize optimal transport rates to balance revenue goals with community needs.
• Formulate comprehensive billing policies to streamline financial operations.
Task 3-B: Resource Needs and Workload Assessment
• Calculate the required annual system Time on Task (TOT) for optimal performance.
• Evaluate Workload Unit Hour Utilization (WUHU) to ensure effective resource allocation.
• Project the necessary unit availability for a static deployment strategy to meet demand.
Task 3-C: Costs of the EMS System
• Personnel costs (assigned to delivery of service in the field): Salaries, benefits, overtime, etc.
• Administrative costs (supporting delivery of service; EMS Chief, nurse, CQI, etc.): Salaries,
benefits, overtime, contracting services, billing, etc.
• Overhead costs: ICR if available, establishing an ICR, cost allocation plan.
• Additional start-up costs.
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Task 3-D: Cost Recovery & Fee Review
• Identify and analyze potential revenue streams such as funding, fees, taxation, and other
financial resources alongside collection rates.
• Investigate federal reimbursement programs, offering projections for Public Provider
Ground Emergency Medical Transport (PP-GEMT) and Intergovernmental Transfer (IGT)
participation.
• Evaluate the implementation of first responder fees (FRF) as a cost recovery mechanism.
• Review and analyze the current ambulance service fees to ensure the fees follow
Proposition 26 and are legally defensible and appropriate.
SECTION FOUR—EMS SYSTEM DELIVERY MODELING
Task 4-A: Summary of All Findings & Observations
AP Triton will develop a summary description of any critical issues, findings, and observations,
including:
• Identification of any regulatory or other constraints.
• Describe less critical or minor issues that may require attention, but not immediate.
• Identify gaps in data capabilities.
Task 4-B: EMS Delivery Options & Strategies
AP Triton will explore various EMS delivery options and strategies for National City. This task
involves a multi-faceted approach to evaluate the efficacy, feasibility, and long-term viability
of each potential EMS delivery model. This includes:
• Comparative Analysis of Delivery Models: To assess and compare different EMS delivery
models, including inter-local agreements, public-private partnerships, in-house services,
and the establishment of an Intergovernmental Authority (IGA).
• Feasibility Study: To evaluate the practicality of each model in terms of operational
requirements, financial implications, and compliance with regulatory standards.
• Contract Authority: To evaluate the feasibility of implementing each model within the
contract authority options available to National City. Provide an estimated timeline for
each contracting option available to the City.
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SECTION FIVE—REVIEW & DELIVERY OF FINAL REPORT
Task 5-A: Development & Review of the Draft Report
AP Triton will develop and produce an electronic version of the draft written report for technical
review by representatives of NCFD. This feedback is a very important aspect of this project and
AP Triton will provide adequate opportunities for review and discussion of the draft report prior
to finalization. The report will include:
• Clearly designated recommendations and benefits of implementation.
• Detailed narrative analysis of each report element clearly written and presented in sections
with explanatory support to ensure an understanding by all readers.
• Charts, graphs, GIS maps and analyses, and diagrams, where appropriate.
Task 5-B: Publication of the Final Report
Following a final technical review by NCFD, AP Triton will provide an electronic version of the
final report.
Task 5-C: Presentation of the Final Report
AP Triton will provide a virtual final presentation of the report to representatives of National City
and NCFD, and any other individuals or groups as requested.
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ESTIMATED PROJECT TIMELINE
Project Completion Timeline
Based on our extensive experience in conducting a wide array of analyses across public safety
disciplines, including but not limited to fire services, emergency medical services, and law
enforcement, we propose an estimated timeline of 4–5 months for the successful completion of
the project. It is important to emphasize that the proposed timeline will commence only upon
our receipt of all the necessary information and data required to conduct a thorough and
accurate evaluation of the project scope. We have allocated two weeks for the client's
technical review of the draft deliverables. Please note that any additional time needed for
reviews or modifications will result in an extended project timeline.
While the 4–5-month window is our estimated timeframe, our team remains committed to
completing the project as efficiently as possible without compromising the quality of our work.
Our experienced consultants are dedicated to delivering actionable recommendations and
high-quality outputs that align with the project's objectives.
The success of this project is contingent upon a collaborative relationship between our team
and NCFD. We value open communication and will provide regular updates on the project’s
progress, as well as any adjustments that may be needed to the initial timeline.
Our priority is to provide the city and the department with a comprehensive EMS system
valuation and options for emergency medical services delivery, complete with actionable and
sustainable recommendations. Should opportunities arise to expedite specific tasks or
processes, we will actively pursue them in order to deliver the final report in the most efficient
manner possible.
Estimated Time to Complete the Project: 4–5 months
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PROJECT FEE PROPOSAL
AP Triton, LLC presents the following formal cost proposal for the project outlined in the Scope of
Work. The fee is inclusive of expenses:
Project Section Fees & Expenses
Section 1: Project Initiation & Information Acquisition $18,808
Section 2: Evaluation of the EMS System $11,698
Section 3: EMS System Valuation $6,279
Section 4: EMS System Delivery Modeling $4,733
Section 5: Review & Delivery of Final Report $9,733
Proposed Project Fee (will not exceed): $51,250
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PAYMENT INFORMATION
Payment Schedule & Invoicing
• Initial Payment: A deposit of 10% of the total project cost is due upon the signing of the
contract, to initiate the work.
• Progress Payments: Monthly invoicing will be processed as work progresses, continuing until
95% of the project has been completed.
• Final Payment: The remaining 5% of the project cost is due upon successful completion
and acceptance of the project.
Data Engineering Costs
• Included Services: Data engineering for up to three specific data sets (i.e., CAD, NFIRS,
ePCR) is included in our all-inclusive pricing. This encompasses gathering and assisting the
agency with straightforward data pull requests.
• Additional Incident Data: Any extra incident data needed (i.e., previous RMS or CAD
database records) will incur a charge of $1,000 per database.
• Substantial Assistance: Should AP Triton consultants provide substantial assistance or direct
data pulls from the client's records, this service will be billed at $1,000 per database.
Additional Hours and Expenses
• Project Manager Rate: Extra hours for the Project Manager will be billed at $210 per hour.
• Consultants' Rate: Additional hours for consultants will be billed at $165 per hour.
• Travel Expenses: Any extra travel expenses will be billed separately, in addition to the
hourly rate.
Cost Quotation Information
• The bid quotation is valid for 180 days
• AP Triton Federal Employer Identification Number: 47-2170685
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ABOUT AP TRITON
Contact Information
About AP Triton
Established in 2014, AP Triton is a leading provider in the public safety industry with a proven
track record in the fire service, emergency medical services, law enforcement, fire prevention,
and life-safety programs. Our extensive experience spans a wide range of disciplines, enabling
us to offer comprehensive solutions tailored to the unique needs of our clients.
Our team of consultants brings a wealth of expertise and has successfully executed numerous
projects, including Master Plans, Strategic Plans, Emergency Operations Plans, Community Risk
Assessments/Standards of Cover, Consolidation Feasibility Studies, EMS System Analyses, Staffing
Studies, Agency Evaluations, Cost Recovery and Valuation Studies, and Fire Station Location
Studies. We pride ourselves on our ability to deliver high-quality and actionable
recommendations that drive positive change.
At AP Triton, we understand that traditional approaches to public safety may not always yield
optimal results. That's why we prioritize innovative thinking and creative problem-solving. We
believe that sustainable solutions require a forward-thinking mindset, and we bring our
experience and expertise to help our clients overcome challenges and seize opportunities.
Address: 1309 Coffeen Avenue
Suite 3178, Sheridan, WY 82801
Phone: 833.251.5824 (toll free)
E-Mail: info@aptriton.com
Website: www.aptriton.com
The headquarters of AP Triton,
LLC is located in Sheridan,
Wyoming. Consultants and
other subject matter experts
(SME) are located throughout
the United States.
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With our deep understanding of public safety departments of all sizes, AP Triton is uniquely
positioned to address the specific needs of National City Fire Department. Our consultants have
decades of experience working with diverse organizations, and we leverage this knowledge to
provide customized, practical, and effective solutions. We take the time to listen to our clients,
understand their local issues, and develop strategies that promote long-term success.
By choosing AP Triton as your consulting partner, you gain access to a dedicated team that is
committed to delivering exceptional results. We prioritize your goals, remain responsive to your
needs throughout the engagement, and provide ongoing support even after project
completion. Our dedication to client satisfaction sets us apart and makes us the ideal choice
for your consulting needs.
When it comes to innovative solutions, unparalleled expertise, and a commitment to your
success, AP Triton is the partner you can rely on. Let us help you transform your public safety
operations and achieve your goals in the most efficient and sustainable way possible.
AP Triton’s Approach to Projects
AP Triton’s approach to projects demonstrates our deep understanding of your expectations.
With our extensive experience working with fire departments, fire districts, EMS organizations,
and various emergency services agencies across diverse communities in the United States, we
bring a wealth of knowledge and expertise to every engagement. Key elements of AP Triton’s
methodology include:
• Thorough Understanding: We ensure a complete understanding of the project
background, goals, objectives, and the complex issues that need to be addressed. This
allows us to develop tailored solutions that align with your specific needs.
• Comprehensive Scope of Work: We develop a well-designed and practical scope of work
(SOW) and workplan that actively involves key stakeholders, leadership, and other relevant
individuals. This collaborative approach ensures that all perspectives are considered and
results in a robust project plan.
• Advanced Tools and Technologies: AP Triton leverages state-of-the-art GIS mapping,
computer modeling, data analysis tools, and web-based communication technologies to
enhance project outcomes. These sophisticated tools enable us to provide accurate
analyses, insightful recommendations, and efficient collaboration.
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• Web-based Communication Platform: To facilitate seamless communication and
collaboration throughout the project, we utilize secure cloud-based data-sharing
applications to create an online project site. This platform allows the client and project
team members to collaborate effectively. Additionally, we employ virtual conferencing
software for client communications and presentations.
• Subject Matter Experts: We engage experienced subject matter experts (SMEs) with in-
depth knowledge of the fire service, EMS, and other related emergency services
disciplines. Our team also includes experts in GIS and data analysis, ensuring
comprehensive expertise is applied to your project.
• Commitment to Timeliness: We are committed to delivering projects and deliverables
within the requested timeline while maintaining high standards of quality. Our dedicated
team works diligently to meet or exceed your expectations, ensuring timely completion.
• Clear and Accessible Reports: We provide high-quality printed and bound reports that
present clear contents and actionable recommendations. Our reports are designed to
enable easy comprehension for clients, key stakeholders, and community members alike.
At AP Triton, we combine our extensive experience, advanced tools, collaborative approach,
and commitment to excellence to deliver successful projects that meet your expectations.
Best Practices & National Standards
Based on the type of project and study requirements, AP Triton will refer to and utilize current
industry best practices, along with relevant national standards promulgated by a wide variety
of associations and organizations that develop consensus standards for the fire service, EMS,
communications, and other related services. These may include the National Fire Protection
Association (NFPA), Center for Public Safety Excellence (CPSE), Commission on Accreditation of
Ambulance Services (CAAS), and other organizations.
AP Triton utilizes a multi-faceted approach to providing recommendations for our clients. The
following encompasses our best practices:
• Understand client needs: AP Triton begins by thoroughly understanding the specific needs
and goals of your agency. This allows us to tailor our recommendations accordingly.
• Develop a work plan: AP Triton collaborates with the client to develop a work plan that
outlines the goals, objectives, and action steps required to achieve desired outcomes of
the project. This ensures the plan is realistic, measurable, and aligned with industry
standards and best practices.
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• Engage stakeholders: AP Triton involves key stakeholders, including elected officials,
personnel, and management representatives, throughout the consulting process.
Stakeholder input and buy-in are crucial for the successful implementation and
sustainability of any recommended changes.
• Conduct a comprehensive assessment: AP Triton conducts a thorough assessment of the
existing organization(s). We identify areas for improvement and prioritize them based on
their impact and feasibility.
• Enhance operational efficiency: AP Triton identifies opportunities to optimize operational
processes.
• Focus on continuous training and education: AP Triton emphasizes the importance of
ongoing training and education. We promote a culture of continuous learning, keeping up
with the latest industry advancements, protocols, and technologies.
• Incorporate data-driven decision-making: AP Triton utilizes data and analytics to drive
decision-making recommendations.
• Foster collaboration and partnerships: AP Triton encourages collaboration between
agencies when possible. These relationships facilitate information sharing, coordination,
and mutual support to enhance services and outcomes.
• Ensure compliance with regulations: AP Triton strives to stay current with local, state, and
federal industry regulations.
• Monitor and evaluate progress: AP Triton assists our clients in establishing systems for
monitoring and evaluating the implementation of our recommendations and the overall
performance of your organization.
Every organization is unique; therefore, AP Triton adapts these best practices to fit the specific
context and needs of your agency.
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Conflict of Interest Statement
AP Triton has neither directly nor indirectly entered into any agreement, participated in any
collusion or collusion activity, or otherwise taken any action which in any way restricts or
restrains the competitive nature of this solicitation including, but not limited to, the prior
discussion of terms, conditions, pricing, or other offer parameters required by this solicitation.
AP Triton is not presently suspended or otherwise prohibited by any government from
participating in this solicitation or any other contract to follow thereafter. Neither AP Triton nor
anyone associated with AP Triton has any potential conflict of interest because of or due to any
other clients, contracts, or property interests in this solicitation or the resulting project. If a conflict
of interest is identified in the provision of services, AP Triton will immediately notify the client in
writing.
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PROJECT TEAM QUALIFICATIONS
AP Triton is dedicated to partnering with highly experienced and qualified public safety
consultants. We have a diverse pool of individuals with extensive knowledge and expertise to
meet a wide range of client needs. At Triton, we approach each project with unwavering
commitment, treating it as our top priority. We are confident that AP Triton is the ideal choice to
provide you with reliable solutions that cater to your present and future requirements.
Our Project Team boasts a wealth of experience across various locations throughout the United
States. Our approach to assembling Project Teams is meticulous, considering each associate's
background, education, experience, and expertise. This ensures that we match the right
individuals to the specific tasks required to successfully address your agency's unique needs. As
you will discover in the following biographies and resumes, each team member brings a distinct
set of skills and valuable past experiences that will greatly benefit the EMS System Valuation for
National City Fire.
By choosing AP Triton, you gain access to our exceptional talent pool and a customized team
equipped to deliver optimal solutions tailored to your specific requirements. We are committed
to exceeding your expectations and providing you with unparalleled expertise and support
throughout the project.
Our project team is contingent upon the timing of the project and availability of the consultant.
This talented group of individuals possesses the skills and expertise needed to successfully
execute the project. However, their involvement is subject to alignment with the project
timeline and their current commitments. We are excited about the possibility of collaborating
with this team, and we will work diligently to ensure their participation aligns with the project's
requirements and timing.
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Project Management Structure
AP Triton’s project teams have developed strong organizational skills and adaptability to
effectively balance their workload and ensure successful outcomes across various
engagements. Triton manages multiple projects simultaneously while ensuring high-quality work
and meeting client expectations with the following strategies:
• Team: Triton customizes each team, matching our associates' skills and expertise to each
client's specific needs. We delegate specific tasks or engage a team to assist with certain
aspects of the project. By leveraging the expertise and skills of others, we can distribute the
workload and maintain productivity.
• Time Management & Task Prioritization: Effective time management is crucial for
consultants. They prioritize tasks, set deadlines, and allocate dedicated time blocks for
each project. This helps them stay organized and focused on delivering results.
• Project Planning: Triton creates work plans that outline key deliverables, milestones, and
timelines for each project. This provides us with a clear roadmap and ensures we remain
on track with our commitments.
• Effective Communication: Clear and proactive communication with clients is essential.
Triton keeps our clients informed about project timelines, progress, and any potential
challenges. This transparency fosters trust and helps us manage client expectations.
• Leveraging Technology: Consultants utilize various tools and technologies to enhance their
productivity and efficiency. Project management software, communication platforms,
and collaborative tools enable seamless coordination, document sharing, and real-time
updates.
• Efficient Work Processes: Triton is constantly evaluating quality assurance and quality
improvement. We develop efficient work processes and methodologies based on our
experience and industry best practices. We strive to streamline repetitive tasks, leverage
templates and frameworks, and adopt standardized approaches to optimize our workflow.
• Prioritization & Focus: Triton’s designated Project Manager is available for the duration of
the assigned project. They lead the team and assist our associates and subject matter
experts in prioritizing their tasks based on project urgency, client needs, and strategic
importance.
• Collaboration: Our project teams do not operate in a silo. We possess a pool of expertise
and resources. Our project teams collaborate to share insights, seek advice, and leverage
collective knowledge to deliver high-quality results.
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Richard Buchanan, MA, BA
Project Manager
Summary of Qualifications
Mr. Buchanan has been in emergency service for 33 years. His diverse background
began as a volunteer in a small rural ambulance service. After several years in an
urban setting gaining Paramedic experience, he returned to a rural setting and
became the EMS Director for Gunnison Valley Hospital. During this time, he took a BLS
volunteer agency to a paid ALS system serving over 3,000 square miles. After 16 years
in leadership, he transitioned to the South Metro Fire Department serving an additional
17 years in a variety of capacities including paramedic, company officer, EMS certification program
development, Type I Haz-Mat team coordinator, and EMS Operations Officer. Over the past three years,
he has provided full-time consulting services focusing on the development of master plans, organizational
assessment, strategic planning, and standards of cover studies.
Mr. Buchanan provides training throughout Colorado in most areas of prehospital care and the
management of hazardous material events. He has also consulted with fire and EMS Department to
conduct utilization studies and implement asset management programs focusing on inventory
distribution, cost reduction, and efficacy. Mr. Buchanan holds a Master’s Degree in Organizational
Leadership, a Graduate Certificate in Project Management, and a Bachelor of Arts in Business
Administration.
Educational Background
• Bachelor of Arts Degree—Business Administration—Western State University
• Master’s Degree—Organizational Leadership—Regis University
• Graduate Certificate—Project Management—Regis University
Professional Experience
• Project Manager, AP Triton
• Project Manager, Emergency Services Consulting International
• Company Officer, South Metro Fire Rescue, Colorado
• HazMat Technician, South Metro Fire Rescue, Colorado
• EMS Instructor, Centura Health, Colorado
• EMS Director, Gunnison Hospital, Colorado
Relevant Experience
• LEAN Facilitator
• Just Culture Facilitator
• Certified Instructor (ACLS, PALS, Colorado EMS)
• Adjunct EMS Instructor, Centura Health, Denver Health, Lutheran Medical
Associated Professional Accomplishments
• Published works: Buchanan, R. (1988). Hypothermia. In P. T. Pons, & V. J. Markovchick, Pre-Hospital
Emergency Care Services. Philadelphia, PA: Hanley and Belfus, inc.
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Dave Barry BS, IT
Senior Associate/EMS SME
Summary of Qualifications
With a rich and diverse career spanning 31 years, Mr. Barry is an experienced EMS
subject matter expert. His journey began with an eager step into the world of medical
care as an Emergency Medical Technician (EMT) with a small ambulance company.
Now, as the EMS Manager for a prominent municipal Fire Department in Southern
California, his expertise in the field is widely recognized.
Over the last decade, Mr. Barry has been instrumental in developing, implementing, and managing
large-scale programs that have significantly impacted community EMS care. His visionary projects include
the Community Care Response unit, which leverages Nurse Practitioners in the field to assist with low-level
medical aids. Moreover, his leadership has driven the successful management of a fire-based
ambulance program, adeptly handling the 24,000 EMS calls generated in the City of Anaheim.
Beyond his role in the municipal department, Mr. Barry extends his extensive experience to communities
and agencies across the United States, offering specialized consulting services. His focus is on the
strategic development and implementation of Emergency Medical Services tailored to the unique needs
and challenges of each community.
In Mr. Barry, clients find a seasoned professional with unparalleled expertise and a track record of
transformative solutions. His approach resonates with AP Triton's commitment to innovative thinking,
sustainable solutions, and client-centered strategies, making him an invaluable asset to communities
aiming to elevate their emergency medical services.
Professional Development & Education
• Bachelor of Science degree, Information Technology—Columbia Southern University
• Associate of Science degree, Fire Science—Santa Ana College
Licensure & Certifications
• Company Officer, Anaheim
• Infection Control Officer, City of Anaheim
• EMS Manager—Anaheim, California
• Paramedic—California
• Certified Instructor (ACLS, PALS, CPR)
Relevant Experience
• Ambulance program management, Anaheim
• Information Technology program management, Anaheim
• Alternative EMS program management, Anaheim
Associated Professional Accomplishments
• Developed/maintain reference website for Field Paramedic Care, www.paramedickardex.com
• Presented at the Vision 20/20 Symposium on reducing Community Risk with Emergency Response,
Washington DC, 2018
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Scott Houchin
Senior Associate/EMS SME Shadow
Summary of Qualifications
With over three decades of extensive experience in Prehospital Care, Captain Scott
Houchin is a seasoned professional in Fire Based EMS. His journey in this field has seen him
transition from field operations to holding key administrative roles in both private and
public sectors. Adept in management and hands-on medical care, he has been
instrumental in implementing innovative programs such as an electronic PCR system, 12
lead ECG with transmission program, Tactical Paramedic Program, and an Active Shooter
program in a Paramedic Fire Department. His dedication to improving Emergency Medical Services
Systems is evident through his collaborative and strategic approach to planning and execution.
Professional Development & Education
• International School of Tactical Medicine, Tactical Paramedic, 2013
• University of Maryland Baltimore College, Critical Care Paramedic, 2006
• California Community Colleges Lifetime Teaching Credential, 1992
• University of Stanford Hospital Paramedic Program, 1988
• Hartnell College EMT program, 1984
Licensure & Certifications
• California Paramedic License P03353
• CDL N6906344 class BM1
• Designated Officer Infectious Disease Control
• AHA CPR, ACLS, PALS Instructor
• PHTLS Instructor
Relevant Experience
• Captain EMS Officer, Salinas Fire Department, 2014–2023
• Acting EMS Officer, 2009–2014
• Engineer Paramedic, 2007–2009
• Firefighter Paramedic, 2003–2007
• Primary EMT Instructor, Monterey Peninsula College, 2006–Present
• Paramedic, American Medical Response Monterey County, 2000–2003
• Education Coordinator, First Responder Training Program, Monterey County EMS Agency, 1995 –2000
• Flight Paramedic, Kalitta Air Ambulance, 1991–1994
• EMT Program Clinical Coordinator and Primary Instructor, Hartnell College, 1987 –2000
• EMT and Paramedic, A-1 Ambulance Service Salinas, 1984–1990
Associated Professional Accomplishments
• Monterey County EMS Agency Certificate of Appreciation STEMI program, 2011
• Monterey County EMS Agency Excellence Award, 2010
• Monterey County EMT of the Year, 1987
• California Rodeo Association Medical Committee Chair, 1986 –2017
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Don Trapp
EMS Division Manager
Summary of Qualifications
With a distinguished career spanning 35 years in Public Safety, Mr. Don Trapp stands as
a respected leader and innovator in the field. His vast experience encompasses over
nine years in senior Fire Chief Officer roles, where he has made significant contrib utions
to the development and implementation of comprehensive fire and emergency
services plans.
Mr. Trapp's leadership extends beyond crafting essential policies and procedures. He has adeptly
facilitated the acceptance of these critical plans through collaboration with various governing bodies.
His mastery in developing and implementing emergency, strategic, master plans, and succession
management processes has been instrumental in streamlining departmental operations and enhancing
efficiency.
His specialized expertise in Standards of Cover Analysis, Fees for Service and Cost Recovery Programs,
and Advanced Life Support (ALS) Program Development shines through both transport and engine
company-based organizations. With a quarter of a century spent as a Paramedic, including the
management of EMS operations comprising over 60 paramedic units and 14 ambulances, Mr. Trapp's
extensive knowledge in EMS system performance, funding, billing, and staffing sets him apart as an
industry authority.
Work Experience
• San Bernardino County Fire Protection District, CA—Firefighter/Paramedic to Fire Chief
• San Bernardino County Professional Firefighters, CA—Executive Vice-President
• Hemet Valley Ambulance Service, CA—Paramedic
• CAL FIRE Riverside County Fire, CA—PCF Fire Apparatus Operator
Education
• Columbia Southern University—AS Fire Science
• California State Fire Officer
• Paramedic
• Background Investigator
• Reserve Peace Officer
Significant Projects
• City of San Bernardino Annexation through LAFCO
• Implemented Single Role Non-Safety Ambulance Operator Program
• City of Upland Annexation through LAFCO
• City of Victorville Contract for service and transition
• Negotiated initial response ALS air resource contract with REACH
Professional Affiliations
• California Fire Chiefs Association
• Metropolitan Fire Chiefs Association
• FIRESCOPE—Operations
• League of California Cities
• Foresters and Fire Wardens
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Angelia Hagopian, MA, BA
GIS Analyst
Summary of Qualifications
Angelia Hagopian has 19 years’ experience working as a Geographic Information
Systems (GIS) technical professional. She is an expert in geospatial map-driven
approaches to analysis, including vehicle routing, service and response areas, origin-
destination cost matrices, redistricting, hot spot, data interpolation and geostatistics
analytics.
As a technical professional, Angelia’s overall focus is to provide high level customer service while working
with clients in support of their organizational mission, goals, and objectives. She uses her expertise to
generate custom maps and spatial data for fire, EMS, 911 communication centers, police, water utilities,
legal, environmental, mitigation, planning and development purposes. She has assisted fire departments
with ISO surveys and fire service accreditation through the Center for Public Safety Excellence. Angelia
enjoys helping others realize the full potential of their data.
Educational Background
• NC State Property Mapper, NC Department of the Secretary of State, 2020–Present
• Johns Hopkins University MS, Geographic Information System, 2016
• Concordia University BA, Business, 2001
Professional Experience
• Sr GIS Analyst at City of Jacksonville, 2021–Present
• GIS Specialist at Onslow County, 2017–2021
• Sr GIS Specialist at Wind Lake Solutions, 2012–2013
• GIS Analyst at The Omega Group, 2009–2012
• GIS Specialist at JD Knowles & Associates, 2004–2005
Relevant Experience
• Jacksonville Fire, NC – Fire Accreditation
• Jacksonville Fire, NC – ISO Inspection
• Jacksonville Fire, NC – Automatic Aid Response Areas
• Onslow County, NC – EMS Response Areas
• Onslow County Fire & Rescue, NC – ISO Inspection
• Southwest VFD, NC – ISO Inspection
• Boise Fire, ID – Fire Accreditation
• Back Swamp VFD, NC – ISO Inspection
• Turkey Creek VFD, NC – ISO Inspection
• Hubert VFD, NC – ISO Inspection
• Honolulu Fire, HI – Fire Accreditation
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Melissa Vazquez Swank MA, BA
Senior Associate/Director of Project Operations
Summary of Qualifications
With a demonstrated professional journey spanning over a decade, Melissa Vazquez
Swank has become a venerated figure in project management and administration.
Her specialization lies in handling the multifaceted administrative aspects of project -
related assignments. This includes the meticulous planning, precise tracking, and
robust documentation of numerous projects from inception at the Request for
Proposal (RFP) phase through to a successful closeout.
As Director of Project Operations with over 10 years of experience, Melissa's contribution to business
transcends conventional roles. She is dedicated to ensuring that all products not only meet but often
exceed professional standards. Her proactive approach in enhancing project efficiency, through the
reduction of time and elimination of product waste, stands as a testimony to her commitment to
excellence.
Melissa's professional acumen, attention to detail, and comprehensive training equip her to provide
unmatched project management support. Her passion for accuracy, fact -checking, and optimal
performance permeates every facet of her professional endeavors, aligning with AP Triton's
commitment to innovative and high-quality solutions.
Professional Development & Education
• Portland State University: MA, Public History/Native American History, 2010–2013
• Portland State University: BA, History, 2007–2009
Professional Experience
• AP Triton: Director of Project Operations, November 2022–Present
• AP Triton: Professional Services Manager, September 2021–October 2022
• 3:17 Associates: Owner, Principal Consultant, 2021–Present
• Emergency Services Consulting International (ESCI): Various roles including Quality Assurance &
Recruitment Specialist, January 2020–August 2021; Recruitment Specialist, July 2017–January 2020;
Technical Proofer and Quality Assurance Specialist, March 2015 –January 2020
• Portland State University: Adjunct Research Assistant, December 2015–2018
• Freelance: Virtual Assistant, December 2014–Present
• Emergency Services Consulting International (ESCI): Project Administrator, Sept. 2013 –June 2014
Project Experience
• Alameda City FD, CA: CRA-SOC
• Central FD (Santa Cruz County, CA): Master Plan & Strategic Plan
• Napa County FD, CA: Master Plan
• Pasco FD, WA: Master Plan & Strategic Plan
• Redmond FD, OR: Master & Strategic Plan
• Santa Barbara FD: CRA-SOC
• Santa Clara LAFCO, CA: MSR-SOI Update
• Yamhill County Fire Departments, OR: Consolidation Feasibility Strategic Plan
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PROJECTS & EXPERIENCE
Client List
The following is a partial list of AP Triton’s current and former clients. An expanded list can be
provided upon request.
• Aberdeen Fire Department (WA) • Hermosa Beach Fire Department (CA)
• Alameda County Fire Chiefs Association (CA) • Huntington Beach Fire Department (CA)
• Alameda County FPD (CA) • Idaho Fire Chiefs Association (ID)
• Alaska Fire Chiefs Association (AK) • Kennewick Fire & Ambulance (WA)
• Albany Fire Department (OR) • Kern County Fire Department (CA)
• American Canyon Fire Protection District (CA) • La Verne Fire Department (CA)
• Anaheim Fire and Rescue (CA) • Lake Ozark FPD (MO)
• Aspen Fire Department (CO) • Lincoln Fire & Rescue (NE)
• Berkeley Fire Department (CA) • Long Beach Fire Department (CA)
• Bethel Fire Department (AK) • Manatee County (FL)
• Big Bear Lake Fire Department (CA) • Marysville Fire District RFA (WA)
• Blaine County (ID) • Medford Fire Department (OR)
• Blaine County Ambulance Service District (ID) • Menlo Park Fire Protection District (CA)
• Brattleboro Fire Department (VT) • Merced Fire Department (CA)
• Brea Fire Department (CA) • Milwaukee Fire Department (WI)
• Brigham City Fire Department (UT) • Modesto FD/Stanislaus County OES (CA)
• Burbank Fire Department (CA) • Montecito FPD (CA)
• California Fire Chiefs Association (CA) • Napa County Fire Department (CA)
• California Metro Chiefs Association (CA) • Napa Fire Department (CA)
• Carlsbad Fire Department (CA) • Nevada LAFCO (CA)
• Carolina Panthers, Bank of America Stadium (NC) • North View Fire District (UT)
• Carroll County Ambulance District (MO) • Orting Valley Fire-Rescue (WA)
• Carson City Fire Department (NV) • Pflugerville Fire Department (TX)
• Central Fire District of Santa Cruz County (CA) • Placer LAFCO (CA)
• Central Jackson County FPD (MO) • Portland Fire Department (TX)
• Central Kitsap Fire & Rescue (WA) • Putney Fire Department (VT)
• Central Pierce Fire Protection (WA) • Redmond Fire & Rescue (OR)
• Chariton County Ambulance District (MO) • Redmond Fire Department (OR)
• Chico Fire Department (CA) • Ridgecrest Regional Hospital
• Chula Vista Fire Department (CA) • Riverside City Fire Department (CA)
• City of Alameda Fire Department (CA) • Salado VFD/Bell Couty ESD #1 (TX)
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• City of Costa Mesa Fire Department (CA) • Salinas Fire Department (CA)
• City of Downey Fire Department (CA) • San Bernardino County JPA (CA)
• City of Fresno Fire Department (CA) • San Diego Fire Department (CA)
• City of Kingsburg (CA) • San Luis Obispo Fire Chiefs Association (CA)
• City of Long Beach (CA) • San Ramon Valley Fire Protection District (CA)
• City of Napa Fire Department (CA) • Santa Barbara (City) Fire Department (CA)
• City of Ontario/San Bernardino County (CA) • Santa Barbara County Fire Chiefs Association (CA)
• City of Pflugerville (TX) • Santa Barbara County Fire Department (CA)
• City of San Diego Fire Department (CA) • Santa Clara LAFCO (CA)
• City of Santa Ana (CA) • Santa Cruz County Fire Department (CA)
• City of Westminster (CA) • Santa Cruz LAFCO (CA)
• Clackamas Fire District 1 (OR) • Santa Maria Fire Department (CA)
• Clifton FPD/Grand Junction FD (CO) • Santee Fire Department (CA)
• Coalinga Fire Department (CA) • Seattle Fire Department (WA)
• CONFIRE JPA (CA) • Solano County Fire Chiefs Association (CA)
• Contra Costa County FPD (CA) • Sonoma County Fire District (CA)
• Cowlitz 2 Fire & Rescue (WA) • Sonoma Valley Fire Department (CA)
• Davidson Fire Department (NC) • Stockton Fire Department (CA)
• DeKalb County Fire Rescue (GA) • Suisun City Fire Department (CA)
• Derby Fire Department (KS) • Sunnyside Fire Department (WA)
• Douglas Okanogan County FD 15 (WA) • Tacoma Fire Department (WA)
• Eastern Placer County JPA (CA) • Templeton Fire & Emergency Services (CA)
• El Dorado Hills Fire Department (CA) • Town of Stowe (VT)
• Elk Creek Fire Protection District (CO) • Truckee Meadows Fire Protection District (NV)
• Eugene Springfield Fire (OR) • Tualatin Valley Fire & Rescue (OR)
• Eureka Fire Protection District (MO) • Tulare Fire Department (CA)
• Fairfield Fire Department (CA) • Ukiah Valley Fire Authority (CA)
• Fort Myers Fire Department (FL) • Utah Fire Chiefs Association (UT)
• Fremont Fire Department (CA) • Vacaville Fire Department (CA)
• Fullerton Fire Department (CA) • Valley Center Fire Protection District (CA)
• Gig Harbor/Pierce FD #5 (WA) • Ventura County Fire Department (CA)
• Golden Fire Department (CO) • Washington Fire Chiefs Association (WA)
• Golden/Fairmount/Pleasant View FDs (CO) • Watsonville Fire Department (CA)
• Grand Junction Fire Department (CO) • Webster Fire Department (TX)
• Grand River Regional Ambulance (MO) • Whitefish Fire Department (MT)
• Gray’s Harbor Fire District #5 (WA) • Williamson County (TX)
• Hawaii Fire Chiefs Association (HI) • Williston Fire Department (VT)
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Project Types
The following is a partial list of projects completed by AP Triton. Our teams have participated in
numerous studies throughout the United States.
Project Description Organization
• Ambulance Services Optimization Study: Alameda County Fire Chiefs Association (CA)
• Ambulance Services Optimization Study: Santa Barbara County Fire Department (CA)
• Ambulance Services Study: Modesto FD/Stanislaus County OES (CA)
• Ambulance Services RFP: Sonoma County Fire District (CA)
• Annexation Study (three districts): Contra Costa County FPD (CA)
• BLS Ambulance System Valuation: Seattle Fire Department (WA)
• Community Risk Assessment/SOC: Coalinga Fire Department (CA)
• Community Risk Assessment/SOC: Davidson Fire Department (NC)
• Community Risk Assessment/SOC: La Verne Fire Department (CA)
• Community Risk Assessment/SOC: Marysville Fire District RFA (WA)
• Community Risk Assessment/SOC: Medford Fire Department (OR)
• Community Risk Assessment/SOC: San Ramon Valley Fire Protection District (CA)
• Community Risk Assessment/SOC: Santa Barbara (City) Fire Department (CA)
• Community Risk Assessment/SOC: Tulare Fire Department (CA)
• Community Risk/Service Delivery Analysis: Santee Fire Department (CA)
• Cost Recovery & Fee Study: Eugene Springfield Fire (OR)
• CRA-SOC & Master Plan Update: Salinas Fire Department (CA)
• CRA-SOC & Master Plan Update: Santa Maria Fire Department (CA)
• Consolidation Feasibility Study: Elk Creek Fire Protection District (CO)
• Cooperative Services Study: Clifton FPD/Grand Junction FD (CO)
• Countywide Fire Service Review: Santa Clara LAFCO (CA)
• Emergency Operations Plan: Carolina Panthers, Bank of America Stadium
• Continuity of Operations Plan: Carolina Panthers, Bank of America Stadium
• Emergency Operations Plan: City of Kingsburg (CA)
• Continuity of Operations Plan: City of Kingsburg (CA)
• EMS Agency Evaluation: Williamson County (TX)
• EMS Feasibility & Optimization Study: Webster Fire Department (TX)
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Project Description Organization
• EMS Feasibility Study: Brattleboro Fire Department (VT)
• EMS Optimization Study: Burbank Fire Department (CA)
• EMS Optimization Study: Riverside City Fire Department (CA)
• EMS Optimization Study & Transition Plan: Carson City Fire Department (NV)
• EMS Strategic Assessment & Analysis: City of Ontario/San Bernardino County (CA)
• EMS Sub-Contractor RFP Response: CONFIRE JPA (CA)
• EMS Sub-Contractor RFP Response: Santa Barbara County Fire Department (CA)
• EMS System Evaluation & Modeling Study Ventura County Fire Department (CA)
• EMS Optimization and Feasibility Study: San Diego Fire Department (CA)
• EMS System Evaluation: Truckee Meadows Fire Protection District (NV)
• EMS Valuation & Transport Study: Ridgecrest Regional Hospital
• EMS System Valuation: San Luis Obispo Fire Chiefs Association (CA)
• EMS System Valuation: City of Santa Ana (CA)
• EMS System Valuation: City of Westminster (CA)
• EMS Transportation & Optimization Study: Alameda County Fire Chiefs Association (CA)
• EMS Transportation & Optimization Study: Solano County Fire Chiefs Association (CA)
• Facilities Master Plan: Redmond Fire Department (OR)
• Financial Analysis: Long Beach Fire Department (CA)
• Fire Department Evaluation: Salado VFD/Bell Couty ESD #1 (TX)
• Fire & EMS Municipal Service Review: Santa Clara County LAFCO (CA)
• Fire & EMS Organizational & Staffing Analysis: Town of Stowe (VT)
• Fire Department Cooperative Services Study: Golden/Fairmount/Pleasant View FDs (CO)
• Fire District Consolidation Study: Clackamas Fire District 1 (OR)
• Fire Prevention Fee Study: Manatee County (FL)
• Fire Prevention Fee Study: Big Bear Lake Fire Department (CA)
• Fire Services Analysis: Williston Fire Department (VT)
• Fire Services Special Study: Santa Cruz LAFCO (CA)
• Fire Station Location Study: Portland Fire Department (TX)
• Fire Station & CRA/SOC Study: Montecito FPD (CA)
• Fire/EMS Assessment: Pflugerville Fire Department (TX)
• First Responder Fee Study: Carlsbad Fire Department (CA)
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Project Description Organization
• First Responder Fee Study: Merced Fire Department (CA)
• First Responder Fee Study: Napa Fire Department (CA)
• First Responder Fee Study: Truckee Meadows Fire Protection District (NV)
• Long-Range Fire Department Master Plan: Templeton Fire & Emergency Services (CA)
• Long-Range Master Plan: Fairfield Fire Department (CA)
• Management Audit: Menlo Park Fire Protection District (CA)
• Master Plan: American Canyon Fire Protection District (CA)
• Master Plan: Napa County Fire Department (CA)
• Master Plan & Strategic Plan: North View Fire District (UT)
• Master Plan: Orting Valley Fire-Rescue (WA)
• Master Plan: Whitefish Fire Department (MT)
• Master Plan & Community Risk Assessment: Brigham City Fire Department (UT)
• Master Plan & CRA-SOC: Central Fire District of Santa Cruz County (CA)
• Master Plan & Strategic Plan: Redmond Fire & Rescue (OR)
• Operations Analysis: Putney Fire Department (VT)
• Organizational & Operational Analysis: City of Napa Fire Department (CA)
• Municipal Service Review & SOI Study: Placer LAFCO (CA)
• Municipal Service Review & SOI Study: Nevada LAFCO (CA)
• Optimization Study: Alameda County Fire Chiefs Association (CA)
• Organizational Analysis: Grand Junction Fire Department (CO)
• Prevention Fee Study: Suisun City Fire Department (CA)
• Regional Ambulance Study: Eastern Placer County JPA (CA)
• Smoke Movement Analysis: Carolina Panthers, Bank of America Stadium
• Staffing Study & Operational Analysis: Derby Fire Department (KS)
• Strategic Plan: Aspen Fire Department (CO)
• Strategic Plan: Blaine County Ambulance Service District (ID)
• Strategic Plan: Davidson Fire Department (NC)
• Strategic Plan: Central Fire District of Santa Cruz County (CA)
• Strategic Plan: La Verne Fire Department (CA)
• Valuation Study: Pflugerville Fire Department (TX)
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CLIENT REFERENCES
The following are several references and projects out of the hundreds of projects and studies
previously completed by Triton. Additional references can be provided.
San Luis Obispo Fire Chiefs Association (California)
Project Title & Description: Emergency Medical Services System Valuation
San Luis Obispo County Fire Chiefs Association (SLOCFCA) contracted AP Triton (Triton) to analyze
the value of the ground ambulance transport system within the county. To thoroughly model the
Ground Emergency Medical Transportation (GEMT) and Intergovernmental Transfer (IGT)
reimbursements, Triton used the San Luis Obispo County operating area for first responder and
ambulance costs and revenue projections as a data-driven model. Triton provided an estimate for
GEMT and IGT reimbursement and a solid valuation of the entire ambulance transport system.
Contact Name/Title: Steve Lieberman, Fire Chief Year: 2022
Client Phone: 805.473.5490 Status: Complete
Client E-Mail: slieberman@fivecitiesfire.org
Webster Fire Department (Texas)
Project Title & Description: EMS Feasibility & Optimization Study
AP Triton, LLC (Triton) recognizes that the City of Webster Fire Department (WFD) desires to retain a
qualified and experienced consulting firm to conduct an EMS Feasibility Study with specific,
actionable, and quantifiable benchmarks, and subsequently make recommendations specifically
for the WFD in terms of the best staffing model for the current and future needs of the community.
Client Contact: Dean Spencer, Fire Chief Year: 2022
Client Phone: 281-316-3744 Client E-Mail: dspencer@websterfd.com
Project Manager: Richard Buchanan Status: Completed
Brattleboro Fire Department (Vermont)
Project Title & Description: EMS Feasibility Study & Operations Analysis
Triton conducted an EMS Feasibility Study with specific, actionable, and quantifiable benchmarks,
and subsequently made recommendations in terms of the best staffing model for the current and
future needs of the community. The study and detailed analyses provided the BFD with assistance in
identifying the costs, risks, and vulnerabilities associated with staffing paramedic EMS ambulance
services for the Brattleboro Fire Department and made recommendations for future staffing and
service delivery needs of both the EMS service, as well as the fire response for the Town and
community.
Client Contact: Chief Leonard Howard Year: 2022
Client Phone: 802-254-4831 Client E-Mail: lhoward@brattleboro.org
Project Manager: Rich Buchanan Status: Completed
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Sonoma County Fire District (California)
Project Title & Description: Ambulance Subcontractor RFP Development, Process, & Response
Sonoma County Fire District retained AP Triton to design and develop a Request for
Proposals for an ambulance services provider, assist in the RFP process, and provide
subject matter expertise support during the written submission evaluations and the oral
presentation evaluations, and assist with the contracting of a selected provider. In
addition, Triton provided consulting services and assistance to Sonoma County Fire District
in the development and preparation of a response to an RFP from Sonoma County for
emergency ambulance transportation services. Sonoma County Fire District was the
successful bidder on the County’s RFP.
Contact Name/Title: Mark Heine, Fire Chief Years: 2021–2023
Client Phone: 707.838.1170 Status: Complete
Client E-Mail: mheine@sonomacountyfd.org
City of San Diego Fire & Rescue (California)
Project Title & Description: EMS Optimization & Feasibility Study
The City of San Diego Fire and Rescue contracted AP Triton to review the ambulance
transport system within the city. Triton’s report provides an in-depth review of the current
contract, performance of the contractor, correspondence between the City of San Diego
and Falck, and options for contract amendments, or emergency actions to ensure
continued public safety.
San Diego Fire and Rescue has additionally retained Triton to conduct a comprehensive
study of the various components that comprise the EMS delivery system of the San Diego
Fire-Rescue Department (SDFRD). The study will result in a detailed analysis and
recommendations including, but not limited to, system models that would produce
increased efficiency, cost-effectiveness, operational and patient-care quality
improvement, long-term sustainability, and more.
Contact Name/Title: Jodie Pierce, Deputy Fire Chief EMS Year: 2021–
Client Phone: 619-279-4467 Status: Ongoing
Client E-Mail: jlpierce@sandiego.gov
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CLIENT TESTIMONIALS
• [AP Triton] communicated clear timelines from the outset and provided multiple
opportunities for us to clarify and adjust the scope of our project. Most
impressively, the AP Triton team remained responsive and assisted the Seattle Fire
Department well beyond the completion of our evaluation. AP Triton’s reputation
as a leader in the industry is well earned.
—Harold D. Scoggins, Fire Chief, Seattle Fire Department, Washington
• It was a pleasure working with your staff. [Our Project Manager] did a fantastic
job, and the others on the team were very good to work with. All were
knowledgeable and experienced in their fields. The well-rounded team ensured a
complete and accurate report. We hope to work with your team again in the
future.
—Brandon Thueson, Fire Chief, Brigham City Fire Department, Utah
• I highly recommend them to any fire department or EMS agency looking to get
perspective from consultants that use data and many years of experience and
wisdom to make informed determinations. It is obvious that they know their stuff.
We are very pleased with the results.
—Jeremiah Jones, Deputy Fire Chief, North View Fire District, Utah
• Exceptional product and process! Very pleased with the experience with AP
Triton. The Project Manager and Project Team were extremely knowledgeable,
professional, and exceptional to work with. I would like to bring them back for
more projects in the future.
—Mandy Pomeroy, County Administrator, Blaine County, Idaho
• The AP Triton team provided well-researched information that I believe will help
my Commission make informed decisions. My Commission was pleased with the
outcome of the financial analysis and recently contracted AP Triton for a much
more comprehensive study.
—Michelle McIntyre, Executive Officer, Placer County LAFCO, California
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AP TRITON’S CERTIFICATE OF
INSURANCE & LITIGATION
AP Triton, LLC maintains liability insurance as shown in the following pages. Triton has no past
and/or pending litigation or unresolved lawsuits. Because AP Triton utilizes an entirely
independent pool of contractors, we are exempt from carrying Workers’ Compensation
insurance. Each of our contractors carries their own liability insurance.
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Page 1 of 13
PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE
CITY OF NATIONAL CITY AND AP TRITON, LLC TO EVALUATE AND OPTIMIZE
THE EMERGENCY MEDICAL TRANSPORT SYSTEM IN NATIONAL CITY FOR A
TOTAL NOT TO EXCEED $51,250.00
This Agreement, dated as of MARCH 4, 2025 is by and between NATIONAL CITY FIRE
DEPARTMENT (“CLIENT”), and AP TRITON, LLC (“CONSULTANT”), hereinafter collectively
referred to as the “Parties.” The Agreement will be effective upon final execution by all parties.
1. HEADINGS
Headings herein are for convenience of reference only and shall in no way affect
interpretation of the Agreement.
2. ATTACHMENTS
Attachments 1 and 2 are attached hereto and included by reference.
3. CONSULTANT’S SCOPE OF SERVICES AND CLIENT RESPONSIBILITIES
CONSULTANT agrees to perform all services described in Attachment 1, Scope of Work,
for payment pursuant to Attachment 2, in accordance with the terms and conditions of this
Agreement. CLIENT shall provide complete, accurate, and timely information regarding
CLIENT’S requirements and shall designate by name a representative authorized to act on
its behalf. CLIENT shall examine documents or other instruments submitted by
CONSULTANT and shall promptly render any decisions necessary in order to avoid
unreasonable delay. CLIENT shall provide any additional materials, other than those
CONSULTANT is responsible to provide, that are reasonably necessary to complete the
Scope of Work. CLIENT shall provide reasonable access to any locations under the control
of CLIENT required for CONSULTANT to perform the services hereunder. Any additional
requirements will be identified in Attachment 1.
4. TERM
This Agreement shall terminate upon completion of the Scope of Work as described in
Attachment 1, unless extended by mutual Agreement of the Parties in writing or terminated
in accordance with Section 16.
5. PAYMENT
For all services performed in accordance with the Agreement, payment shall be made to
CONSULTANT as provided in Attachment 2.
6. INDEPENDENT CONTRACTOR
No relationship of employer and employee is created by this Agreement. It is understood
and agreed that CONSULTANT is, at all times, an independent contractor and can perform
work for others. CONSULTANT is not the agent or employee of the CLIENT in any capacity
whatsoever and CLIENT shall not be liable in any manner for any acts or omissions by
CONSULTANT or for any obligations or liabilities incurred by CONSULTANT, its
employees, or agents.
CONSULTANT shall have no claim under this Agreement or otherwise, for seniority,
vacation time, vacation pay, sick leave, personal lime off, health insurance medical care,
hospital care, retirement benefits, social security, disability, workers' compensation, or
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unemployment insurance benefits, civil service protection, or employee benefits of any
kind.
CONSULTANT shall be solely liable for, and obligated to pay directly, all applicable payroll
taxes (including federal and state income taxes) or contributions for unemployment
insurance or old age pensions or annuities which are imposed by any governmental entity
in connection with the labor used or which are measured by wages, salaries or other
remuneration paid to its officers, agents, or employees, and CONSULTANT agrees to
indemnify and hold CLIENT harmless from any and all liability which CLIENT may incur
because of CONSULTANT's failure to pay such amounts.
In carrying out the work contemplated herein, CONSULTANT shall comply with all
applicable federal and state workers' compensation and liability laws and regulations with
respect to the officers, agents and/or employees conducting and participating in the work;
and agrees that such officers, agents, and/or employees will be considered as independent
contractors and shall not be treated or considered in any way as officers, agents and/or
employees of CLIENT.
7. INDEMNIFICATION
To the fullest extent permitted by law, each Party shall release, hold harmless, defend and
indemnify the other from and against any and all claims, losses, damages, lawsuits,
liabilities and expenses, including but not limited to attorneys' fees, including but not limited
to those attributable to bodily injury, sickness, disease, death or to injury to or destruction
of property, including the loss therefrom, which arises out of or is any way connected with
the performance of this Agreement (collectively "Liabilities") to the extent caused by such
Party, except where such Liabilities are caused by the sole negligence or willful misconduct
of any indemnitee.
8. INSURANCE
CONSULTANT shall maintain at all times during the performance of this Agreement a
commercial general liability insurance policy with a minimum occurrence coverage in the
amount of $1,000,000; an automobile liability insurance policy in the minimum amount of
$500,000; and, if any licensed professional performs services under this contract, a
professional liability insurance policy in the minimum amount of $1,000,000 to cover any
claims arising out of CONSULTANT's performance of services under this Agreement. If
requested by CLIENT, all insurance, except professional liability, shall name the CLIENT
as additional insureds and shall provide primary coverage with respect to the CLIENT.
All insurance policies shall: 1) provide that the insurance carrier shall not cancel, terminate,
or otherwise modify the terms and conditions of said policies except upon thirty (30) days
written notice to the CLIENT’S representative as shown in Section 22 Notices; 2) be
evidenced by the Certificate of Insurance; and 3) be approved as to form and sufficiency
by the CLIENT.
CONSULTANT shall promptly forward all insurance documents to the CLIENT.
9. CONFORMITY WITH LAW AND SAFETY
In performing services under this Agreement, CONSULTANT shall observe and comply
with all applicable laws, ordinances, codes and regulations of governmental agencies,
including federal, state, municipal, and local governing bodies, having jurisdiction over the
scope of services provided by CONSULTANT.
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10. TRAVEL EXPENSES
CONSULTANT shall be allowed and compensated for reasonable travel expenses to carry
out the work of the CLIENT as approved in advance by the CLIENT in accordance with
Attachment 2.
11. TAXES
Payment of all applicable federal, state and local taxes shall be the sole responsibility of
the CONSULTANT.
12. ACCESS AND RETENTION OF RECORDS
CONSULTANT agrees to provide the CLIENT and its designees access to all of the
CONSULTANT’s records related to this contract and that the CONSULTANT shall maintain
its records related to this contract for a period of not less than five (5) years after the final
payment to the CONSULTANT is made by the CLIENT.
13. CONFLICT OF INTEREST
CONSULTANT covenants that CONSULTANT presently has no interest, and shall not
obtain any interest, direct or indirect, which would conflict in any manner with the
performance of services required under this Agreement, including but not limited to any
provision of services to any federal, state or local regulatory or other public age ncy which
has any interest adverse or potentially adverse to the CLIENT, as determined in the
reasonable judgment of the CLIENT. Entering into this agreement does not preclude
CONSULTANT from working for others as long as CONSULTANT ensures that such work
does not constitute a conflict of interest.
14. CONFIDENTIALITY
CONSULTANT agrees that any information, whether proprietary or not, made known to or
discovered by CONSULTANT during the performance of or in connection with this
Agreement for the CLIENT will be kept confidential and not be disclosed to any other
person or entity except as required by law. CONSULTANT agrees to immediately notify the
CLIENT if CONSULTANT is requested to disclose to others any information made known
to or discovered by CONSULTANT during the performance of or in connection with this
Agreement.
15. USE OF CLIENT PROPERTY
CONSULTANT shall not use CLIENT property (including equipment, instruments, and
supplies) or personnel for any purpose other than in the performance of its obligations
under this Agreement.
16. TERMINATION
Either party may terminate this Agreement for default upon five (5) days written notice to
the other if the other party has substantially failed to fulfill any of its obligations under this
Agreement in a timely manner as provided herein. CLIENT has and reserves the right to
terminate this Agreement at its convenience and without cause upon thirty (30) days written
notice to CONSULTANT. In the event that the CLIENT should terminate this Agreement for
its convenience, CONSULTANT shall be entitled to payment for services provided
hereunder, as provided in Attachment 2, including for such services performed prior to the
effective date of said termination, including travel, accrued as of the date of the termination,
which payment shall be per the terms set forth in Attachment 2.
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17. CHOICE OF LAW
CONSULTANT and CLIENT agree that if a dispute arises in the performance of this
agreement the laws of the State of California will govern.
18. ENTIRE AGREEMENT
This Agreement, including all attachments, exhibits, and any other documents specifically
incorporated into this Agreement, shall constitute the entire agreement between CLIENT
and CONSULTANT relating to the subject matter of this Agreement. As used herein,
Agreement refers to and includes any documents incorporated herein by reference and
any exhibits or attachments.
This Agreement supersedes and merges all previous understandings, and all other
agreements, written or oral, between the Parties and sets forth the entire understanding of
the Parties regarding the subject matter thereof. The Agreement may not be modified
except by a written document signed by both Parties.
This Agreement and all related obligations and services hereunder are intended for the
sole benefit of CLIENT and CONSULTANT and are not intended to create any third-party
rights or benefits.
19. MODIFICATION OF AGREEMENT
This Agreement may be supplemented, amended, or modified only by the mutual
agreement of the Parties. No supplement, amendment, or modification of this Agreement
shall be binding unless it is in writing and signed by authorized representatives of both
Parties.
20. SEVERABILITY
If any part of this Agreement or the application thereof is declared to be invalid for any
reason, such invalidity shall not affect the other provisions of this Agreement which can be
given effect without the invalid provision or application, and to this end the provisions of
this Agreement are deemed severable.
21. SUCCESSORS AND ASSIGNS
This agreement is binding upon and inures to the benefit of the successor, executors,
administrators, and assigns of each party to this agreement, provided, however, that
CONSULTANT shall not assign or transfer by operation of law or otherwise any or all rights,
burdens, duties, or obligations without prior written consent of the CLIENT. Any attempted
assignment without such consent shall be invalid.
22. NOTICES
All notices, requests, demands, or other communications under this Agreement shall be in
writing. Notices shall be given for all purposes as follows:
Personal delivery: When personally delivered to the recipient, notices are effective on
delivery.
First Class Mail: When mailed first class to the last address of the recipient known to the
party giving notice, notice is effective three (3) mail delivery days after deposit in a United
States Postal Service office or mailbox.
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Certified Mail: When mailed certified mail, return receipt requested, notice is effective on
receipt, if delivery is confirmed by a return receipt.
Overnight Delivery: When delivered by overnight delivery (Federal
Express/Airborne/United Parcel Service/DHL Worldwide Express) with charges prepaid or
charged to the sender's account, notice is effective on delivery, if delivery is confirmed by
the delivery service.
Addresses for purpose of giving notice are as follows:
To: CLIENT: National City Fire Department
Attn: Sergio Mora, Fire Chief
343 E 16th Street
National City CA 91950
To: CONSULTANT: AP Triton, LLC
Attn: Kurt Latipow
1309 Coffeen Avenue, Suite 3178
Sheridan WY 82801
Any correctly addressed notice that is refused, unclaimed, or undeliverable because of an act or
omission of the party to be notified shall be deemed effective as of the first date that said notice
was refused, unclaimed, or deemed undeliverable by the postal authorities, messenger, or
overnight delivery service.
Any party may change its address by giving the other party notice of the change in any manner
permitted by this Agreement.
23. SIGNATORIES
By signing this agreement, signatories warrant and represent that they have executed this
Agreement in their authorized capacity.
[Signature Page to Follow]
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IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the day
and year written.
CLIENT CONSULTANT
City of National City AP Triton, LLC
By: _________________________ By: _________________________
Signature Signature
Name: Ron Morrison Name: Kurt Latipow
Title: Mayor Title: Chief Executive Officer
Date: ________________ Date: ________________
APPROVED AS TO FORM:
By: ____________________________
Barry J. Schultz
City Attorney
Date: ___________
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ATTACHMENT 1
Scope of Services
CONSULTANT shall provide consulting services to CLIENT to conduct an EMS Transportation
and Optimization Study as follows:
SECTION ONE—PROJECT INITIATION & INFORMATION ACQUISITION
Task 1-A: Project Initiation & Development of a Work Plan
AP Triton will meet virtually with the NCFD project team to develop a complete understanding of
the organization’s background, goals, and expectations for the project. AP Triton’s Project
Manager will develop and refine a proposed work plan that will guide the Project Team. This work
plan will be developed identifying:
Project team members responsible for each task
Major tasks to be performed
Resources to be utilized
Methods for evaluating study results
Any potential constraints or issues related to accomplishing specific tasks
The benefits of this process will be to develop working relationships between the AP Triton project
team and client representatives, determine communications processes, and identify logistical
needs for the project.
Task 1-B: Procurement of Information & Data
AP Triton will request pertinent information and data from key stakeholders. This information is
critical and will be used extensively in the analysis and development of this report. The documents
and information will include, but not be limited to, the following:
Any previous studies
Census and demographic data
Current fire department organizational chart
Historical budgets and financial data
o Current Contract between ambulance service provider and the County
o Current fees paid by ambulance service provider (if any)
o Current ambulance fees
Standard Operating Guidelines (SOG) and service delivery and deployment practices;
including policies regarding EMS quality improvement methods
Memorandum of Understanding (MOU)
Inventory of apparatus, including station assignment
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Inventory of capital medical equipment (e.g., cardiac monitor/defibrillators; powered
stretchers, etc.)
Historical records management data, including National Fire Incident Reporting System
(NFIRS) incident data exported to an Excel spreadsheet format
o Incident records to include locations by latitude/longitude (if available) and full
address, timestamps to allow for calculation of response times, turnout times, call-
processing times, and response mode to scene
o Ambulance transport and hospital turnaround times; including transport mode (lights
& siren vs. no lights & siren) to hospital; number of patient refusals; and other data
elements which may be requested
o Patient records (without any identifying information and in accordance with HIPAA)
that include EMS provider impression, level of care provided (ALS vs. BLS), and
patient outcomes (if available)
o Any other electronic records that may be useful for this project
o Computer-Aided Dispatch (CAD) incident records
o Wages and benefits for each position rank and title
o List of most common hospitals and tertiary facilities, and their physical locations, to
which patients are transported and who provide online medical control
Local geographic information systems (GIS) data and shapefiles (specific details will be
provided)
o Historical patient billing and collection records, including payer mix, write-offs,
contractual allowances, adjustments, refunds, and annual number of billable patient
transports
o Current fee schedule and revenue offset
Automatic and mutual aid agreements related to patient transport and ambulances
Any other documents and records necessary for the successful completion of the project
Task 1-C: Stakeholder Input
The AP Triton Project Team will conduct virtual interviews with key personnel identified as being
critical to the success of the project. NCFD staff and other stakeholders, including the firefighter
union, will be included.
SECTION TWO—EVALUATION OF THE EMS SYSTEM
Task 2-A: Overview of the Community & EMS System
AP Triton will conduct a detailed assessment of each of the primary components of National City
Fire Department’s EMS delivery system.
Service area population and demographics, including GIS maps of the service area and
population density
Description of the city
General description of fire/EMS service providers and their services
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EMS administration and medical direction
Other system components related to emergency medical services to include ground and
air emergency medical transport
Task 2-B: Capital Facilities & Equipment
This task will entail a review of current major capital assets (facilities, apparatus, and equipment).
This evaluation will include:
Facilities—Tour and make observations in areas critical of current station location and future
station considerations. This will entail a cursory review of each facility and not a detailed,
comprehensive engineering analysis. Items to be contained in the report include:
Design Code compliance
Construction Staff facilities
Safety Efficiency
Future viability
Capital Medical Equipment—Review the current inventory of capital medical equipment utilized by
NCFD (e.g., cardiac monitor/defibrillators, patient gurneys, automated external defibrillators, etc.)
Task 2-C: Service Delivery & Performance
To the extent data is available, AP Triton will review and observe areas affecting service levels and
operational performance. These will include, but not necessarily be limited to:
• EMS Service Demand
o Analysis and GIS display of current service demand by incident type.
o Review of EMS calls dispatched versus patients transported, and hospital destinations.
o Analysis and GIS display of current service demand by temporal variation.
o GIS display of historical incident density locations.
o Projected service demand due to growth.
• EMS Resource Distribution
o Overview of current ambulance deployment strategies (if available), analyzed through
GIS software as appropriate, with identification of service gaps and redundancies.
• Response Reliability
Analysis of current workload, including unit hour utilization and time on task of individual
companies or units (to the extent data is complete).
Analysis of call concurrency and the impact on EMS system effectiveness.
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Response Performance Analysis
o Ambulance response time performance analysis.
o Patient transport and hospital turnaround times.
Analysis of patient care records, to include levels of acuity, and ratios of Basic Life Support
(BLS) versus Advanced Life Support (ALS) cases (if available).
o Patient outcome results if available.
Task 2-D: Population Growth Projections & Future Service Demand
An interpretation of available census and community development data will be provided, indicating
Population history, census-based population growth projections, and community planning-based
population growth projections. Population growth projections, along with historical and forecast
incident rates, will be utilized to develop projections for future service demand.
SECTION THREE—EMS SYSTEM VALUATION
Task 3-A: Financial Analysis of EMS Transport Services
Assess current patient transport fees and analyze the payer mix specific to the service
area.
Strategize optimal transport rates to balance revenue goals with community needs.
Formulate comprehensive billing policies to streamline financial operations.
Task 3-B: Resource Needs and Workload Assessment
Calculate the required annual system Time on Task (TOT) for optimal performance.
Evaluate Workload Unit Hour Utilization (WUHU) to ensure effective resource allocation.
Project the necessary unit availability for a static deployment strategy to meet demand.
Task 3-C: Costs of the EMS System
Personnel costs (assigned to delivery of service in the field): Salaries, benefits, overtime,
etc.
Administrative costs (supporting delivery of service; EMS Chief, nurse, CQI, etc.): Salaries,
benefits, overtime, contracting services, billing, etc.
Overhead costs: ICR if available, establishing an ICR, cost allocation plan.
Additional start-up costs.
Docusign Envelope ID: 3E576C30-CD8E-47AF-BC83-AB5B0F5B4806
Page 140 of 310
Page 11 of 13
Task 3-D: Cost Recovery & Fee Review
Identify and analyze potential revenue streams such as funding, fees, taxation, and other
financial resources alongside collection rates.
Investigate federal reimbursement programs, offering projections for Public Provider
Ground Emergency Medical Transport (PP-GEMT) and Intergovernmental Transfer (IGT)
participation.
Evaluate the implementation of first responder fees (FRF) as a cost recovery mechanism.
Review and analyze the current ambulance service fees to ensure the fees follow
Proposition 26 and are legally defensible and appropriate.
SECTION FOUR—EMS SYSTEM DELIVERY MODELING
Task 4-A: Summary of All Findings & Observations
AP Triton will develop a summary description of any critical issues, findings, and observations,
including:
Identification of any regulatory or other constraints.
Describe less critical or minor issues that may require attention, but not immediate.
Identify gaps in data capabilities.
Task 4-B: EMS Delivery Options & Strategies
AP Triton will explore various EMS delivery options and strategies for National City. This task
involves a multi-faceted approach to evaluate the efficacy, feasibility, and long -term viability of
each potential EMS delivery model. This includes:
Comparative Analysis of Delivery Models: To assess and compare different EMS delivery
models, including inter-local agreements, public-private partnerships, in-house services,
and the establishment of an Intergovernmental Authority (IGA).
Feasibility Study: To evaluate the practicality of each model in terms of operational
requirements, financial implications, and compliance with regulatory standards.
Contract Authority: To evaluate the feasibility of implementing each model within the
contract authority options available to National City. Provide an estimated timeline for
each contracting option available to the City.
Docusign Envelope ID: 3E576C30-CD8E-47AF-BC83-AB5B0F5B4806
Page 141 of 310
Page 12 of 13
SECTION FIVE—REVIEW & DELIVERY OF FINAL REPORT
Task 5-A: Development & Review of the Draft Report
AP Triton will develop and produce an electronic version of the draft written report for technical
review by representatives of NCFD. This feedback is a very important aspect of this project and
AP Triton will provide adequate opportunities for review and discussion of the draft report prior to
finalization. The report will include:
Clearly designated recommendations and benefits of implementation.
Detailed narrative analysis of each report element clearly written and presented in
sections with explanatory support to ensure an understanding by all readers.
Charts, graphs, GIS maps and analyses, and diagrams, where appropriate.
Task 5-B: Publication of the Final Report
Following a final technical review by NCFD, AP Triton will provide an electronic version of the final
report.
Task 5-C: Presentation of the Final Report
AP Triton will provide a virtual final presentation of the report to representatives of National City
and NCFD, and any other individuals or groups as requested.
Docusign Envelope ID: 3E576C30-CD8E-47AF-BC83-AB5B0F5B4806
Page 142 of 310
Page 13 of 13
ATTACHMENT 2
Payment Terms and Conditions
CLIENT agrees to pay CONSULTANT an amount not to exceed f ifty-one thousand two
hundred fifty dollars ($51,250) for services performed pursuant to the Scope of Services
(Attachment 1).
Upon execution of the Agreement, CONSULTANT shall invoice CLIENT for 10% of the
total contract amount ($5,125.00). Subsequent payments will be based on monthly
invoicing as work progresses. Unless otherwise set forth in this Agreement, CLIENT shall
pay all undisputed invoices within thirty days of the date of such invoice. All invoices and
payments required to be paid hereunder shall be paid in US Dollars. In the event an
undisputed payment is not received by CONSULTANT within thirty days of the due date
for such payment, then such unpaid, undisputed amount shall accrue interest at the rate
of 5% per month compounded monthly until paid in full, but in no event shall such charge
exceed the rate permitted by applicable law.
Any alteration or deviation from the described work that involves extra costs will only be
performed by CONSULTANT after written request by the CLIENT. The parties must agree
in writing upon any extra charges billed at the following rates:
$210/hour for Project Manager
$165/hour for Senior Associates / Project Team Members
Any additional travel or legal expenses
Contact information for billing purposes is as follows:
CLIENT: National City Fire Department
Attn: Sergio Mora, Fire Chief
343 E 16th Street
National City CA 91950
Phone: 619.336.4551
Email: smora@nationalcityca.gov
Docusign Envelope ID: 3E576C30-CD8E-47AF-BC83-AB5B0F5B4806
Page 143 of 310
1309 Coffeen Avenue, Suite 3178 • Sheridan, WY 82801 • 833.251.5824 • www.aptriton.com
April 10, 2024
Sergio Mora, Fire Chief
National City Fire Department
1243 National City Blvd
National City, CA 91950
Re: Sole Source Justification—EMS System Valuation & First Responder Fee Study
Dear Chief Mora,
With great respect and a deep sense of responsibility, AP Triton submits this letter to convey our
uniquely qualified position to conduct an EMS System Valuation and First Responder Fee Study
for the National City Fire Department. Our unparalleled experience in EMS optimization,
coupled with our ground-breaking approaches to public safety, establishes AP Triton as the
sole source capable of exceeding the specific needs of the National City Fire Department.
Forerunners in EMS System Development and Optimization
AP Triton, established in 2014, stands at the forefront of emergency medical services system
design, evaluation, and optimization. Our involvement in establishing the Ground Emergency
Medical Transport (GEMT) program in California—and the subsequent Public Provider Ground
Emergency Medical Transport (PP-GEMT) program—showcases our leadership in developing
economically sustainable EMS systems. This program now serves as a critical component of
EMS cost recovery nationwide.
Local Success Stories: San Diego and Chula Vista
Our work redesigning the ambulance services for the City of San Diego and Chula Vista—
each bordering National City—exemplifies our ability to customize EMS systems to your local
needs. These engagements with San Diego and Chula Vista have given us a deep familiarity
with the local and regional EMS challenges and opportunities, which, combined with our
extensive experience, enables us to address the unique needs of the National City Fire
Department.
Page 144 of 310
1309 Coffeen Avenue, Suite 3178 • Sheridan, WY 82801 • 833.251.5824 • www.aptriton.com
Expertise in California’s EMS Legislation
AP Triton’s extensive experience extends to a profound and detailed understanding of the
EMS Act and related statutes in California. Our involvement in significant legal advocacy—
successfully managing EMS-related lawsuits on behalf of the California Fire Chiefs Associations
(Cal Chiefs), which led to the declared invalidity of crucial EMS regulations—demonstrates our
commitment to protecting and advancing fire agency EMS systems across the state.
Exclusive Comprehensive Ambulance System Development
Last but certainly not least, we are the only consulting firm that has developed and
implemented complete ambulance systems within California. AP Triton is the exclusive firm to
successfully design, develop, and implement ambulance systems spanning both public sector
and public-private collaborations. This distinction underscores our comprehensive approach
to EMS consulting, encompassing everything from legal and regulatory consulting to EMS
system design, ambulance transportation modeling, and operational implementation.
Given these unique qualifications, AP Triton is positioned as the sole source capable of
providing the National City Fire Department with a service that not only meets but exceeds
the standards for an EMS System Valuation and First Responder Fee Study. Our dedication to
EMS system improvements, proven track record in similar projects, and intimate knowledge of
the local and State EMS landscape assure you of a partnership that will deliver exceptional
outcomes.
We understand the magnitude of this project and are prepared to bring our full suite of
resources and expertise to bear. We look forward to assisting the National City Fire Department
in achieving its objectives.
For any inquiries or further clarification, please do not hesitate to contact Melissa Vazquez
Swank, AP Triton’s Director of Project Operations, at mswank@aptriton.com or (503) 708-4282.
Respectfully,
Kurt P. Henke
Principal/Managing Partner
Page 145 of 310
RESOLUTION NO. 202 5 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFONIA,
WAIVING THE FORMAL BID PROCESS PURSUANT TO NATIONAL CITY MUNICIPAL
CODE SECTION 2.60.220 (B) REGARDING THE SOLE SOURCE FOR AP TRITON, LLC
TO EVALUATE AND OPTIMIZE THE EMERGENCY MEDICAL TRANSPORT SYSTEM IN
NATIONAL CITY AND APPROVING AND AUTHORIZING THE MAYOR TO EXECUTE A
PROFESSIONAL SERVICES AGREEMENT BY AND BETWEEN THE CITY OF NATIONAL
CITY and AP TRITON, LLC FOR A TOTAL NOT-TO-EXCEED AMOUNT OF $51,250.00
WHEREAS, the National City Fire Department (NCFD) is committed to providing high-
quality emergency medical services (EMS) that meet the needs of National City; and
WHEREAS, the demand for EMS transport grows, it is critical to evaluate our current
system to ensure efficiency, financial sustainability, regulatory compliance, and optimal service
delivery; and
WHEREAS, conducting a comprehensive study will allow the NCFD to explore various
ambulance service models, assess their feasibility, and determine the best approach for
maintaining high standards of patient care while being fiscally responsible; and
WHEREAS, a study will help the City make an informed decision regarding the future of
EMS transport services; and
WHEREAS, the NCFD conducted research based on experience, expertise, and
familiarity with municipal EMS systems; and
WHEREAS, AP Triton, LLC was selected due to its proven track record redesigning the
ambulance services for the City of San Diego and Chula Vista; and
WHEREAS, AP Triton’s engagements with San Diego and Chula Vista have given them
familiarity with local and regional EMS challenges and opportunities, which, combined with
extensive experience, enables them to address the unique needs of the NCFD; and
WHEREAS, AP Triton is the only consulting firm that has developed and implemented
complete ambulance systems within California; and
WHEREAS, AP Triton is positioned as the sole source capable of providing the NCFD
with a service that not only meets but exceeds the standards for an EMS System Valuation and
First Responder Fee Study; and
WHEREAS, the City desires the need to assess and optimize its emergency medical
transport system within National City; and
WHEREAS, AP Triton has the expertise to conduct a study to ensure financial
sustainability, regulatory compliance, and alignment with community needs regarding EMS
transport; and
WHEREAS, staff recommends that the City enter into a Professional Services Agreement
with AP Triton for an EMS transport system study for a total not-to-exceed amount of $51,250.00.
Page 146 of 310
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: That the City Council hereby authorizes the Mayor to waive the formal bid
process pursuant to NCMC Section 2.60.220 (B) regarding the sole source for AP Triton, LLC to
conduct an EMS transport services study and to execute a Professional Services Agreement by
and between the City of National City and AP Triton, LLC in a not-to-exceed amount of
$51,250.00.
Section 2: That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 4th day of March, 2025.
Ron Morrison, Mayor
ATTEST:
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
Barry J. Schultz, City Attorney
Page 147 of 310
AGENDA REPORT
Department: Engineering & Public Works
Prepared by: Tirza Gonzales, Operations Manager
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
First Amendment to the Agreement with North County E.V.S. Inc. for Fire Apparatus Services
RECOMMENDATION:
Adopt the Resolution Entitled: “Resolution of the City Council of the City of National City,
California, Authorizing the Mayor to Execute a First Amendment to the Agreement with North
County E.V.S. Inc. to Extend the Agreement by One-Year to June 30, 2026, and to Increase the
Not-to-Exceed Amount by $100,000 for a Total Not-to-Exceed Amount of $150,000.”
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
Fire apparatus services are essential to our City’s Fire Department as these specialized services
help ensure our Fire Fleet is in top working condition when called on to respond to emergencies.
These fire apparatus specialized services and repairs required to keep our equipment fully
operational include, but are not limited to, the Fire Fighting water pump and valves, the Command
Zone Network System, which communicates to all the vital components such as the engine,
transmission, and engine body modules, and all emergency lighting.
The City entered into an agreement (the “Agreement”) with North County E.V.S. Inc. for the term
of May 1, 2024 through June 30, 2025 to provide fire apparatus services for the City for a not-to-
exceed amount of $50,000, and an initial term of one (1) year, with the option to extend this term
for up to three (1) one-year extensions.
Based on their performance, quality of work, and need for fire apparatus specialty services, staff
recommends approving a First Amendment to the Agreement with North County E.V.S. Inc. by
exercising the first of the three (3) one-year extensions to extend the term of the Agreement by
one year to June 30, 2026, and to increase the not-to-exceed amount by $100,000 for a total not-
to exceed amount of $150,000.
FINANCIAL STATEMENT:
Appropriations for this agreement are budgeted and available in the Vehicle Maintenance Fund,
account no. 643-10-31-31700-7282-.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Not Applicable
Page 148 of 310
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – First Amendment
Exhibit B – Resolution
Page 149 of 310
FIRST AMENDMENT TO THE AGREEMENT BY AND
BETWEEN
THE CITY OF NATIONAL CITY AND
NORTH COUNTY E.V.S. INC.
THIS FIRST AMENDMENT TO THE AGREEMENT is entered into this 4th day of March, 2025,
by and between the CITY OF NATIONAL CITY, a municipal corporation (“CITY”), and NORTH COUNTY
E.V.S. INC. (the “CONTRACTOR”).
RECITALS
WHEREAS, the CITY and the CONTRACTOR entered into an agreement (the “Agreement”) for
the term of May 1, 2024 through June 30, 2025, wherein the CONTRACTOR agreed to provide fire
apparatus services for a not-to-exceed amount of $50,000, and an initial term of one (1) year, with the
option to extend this term for up to three (3) one-year extensions; and
WHEREAS, based on the CONTRACTOR’s performance and quality of work, and to ensure
timely specialty repairs on fire apparatus, the CITY desires to have the CONTRACTOR continue
providing on-call fire apparatus services for the CITY, and the CONTRACTOR is willing to perform such
services; and
WHEREAS, the parties desire to amend the Agreement by exercising the first of three (3) one-
year extensions to extend the term of the Agreement to June 30, 2026, and to increase the not-to-exceed
amount by $100,000, for a total not-to exceed amount of $150,000.
AGREEMENT
NOW, THEREFORE, the parties hereto agree that:
1. The May 1, 2024 Agreement, in exercise of the extension provision, is hereby amended to extend the
term of the Agreement by one (1) year to June 30, 2026.
2. The May 1, 2024 Agreement is hereby amended to increase the not-to-exceed amount by $100,000,
for a total not-to-exceed amount of $150,000.
3. The parties further agree that, with the foregoing exceptions, each and every other term and provision
of the May 1, 2024 Agreement shall remain in full force and effect.
///
///
///
///
///
Page 150 of 310
IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the
Agreement on the date and year first above written.
CITY OF NATIONAL CITY
By:
Ron Morrison, Mayor
Date: ___________
APPROVED AS TO FORM:
By:
Barry J. Schultz
City Attorney
NORTH COUNTY E.V.S. INC.
(Corporation – signatures of two corporate officers required)
By: __________
Louis Marro
President
Date: _2/18/2025_
By: _______
Cindy M arro
Secretary / Treasurer
Date: _2/18/2025_
Page 151 of 310
RESOLUTION NO. 2024 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,
AUTHORIZING THE MAYOR TO EXECUTE A FIRST AMENDMENT TO THE AGREEMENT
WITH NORTH COUNTY E.V.S. INC. TO EXTEND THE AGREEMENT BY ONE-YEAR TO JUNE
30, 2026, AND TO INCREASE THE NOT-TO-EXCEED AMOUNT BY $100,000 FOR A TOTAL
NOT-TO-EXCEED AMOUNT OF $150,000.
WHEREAS, on May 1, 2024, the City of National City (“City”) entered into an agreement
(the “Agreement”) with North County E.V.S. Inc. to provide fire apparatus services for a not-to-
exceed amount of $50,000, with an initial term of one (1) year, with the option to extend for up to
three (3) one-year extensions; and
WHEREAS, based on their performance and quality of work, expiring Agreement, and to
ensure timely specialty repairs on fire apparatus, staff recommends approval of a First
Amendment to extend the Agreement with North County E.V.S. Inc. by one (1) year to June 30,
2026, and to increase the not-to-exceed amount by $100,000, for a total not-to exceed amount of
$150,000.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,
DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: That the City Council hereby authorizes the Mayor to execute a First
Amendment to the agreement with North County E.V.S. Inc. to extend the agreement by one year
to June 30, 2026 and to increase the not-to-exceed amount by $100,000, for a total not-to-exceed
amount of $150,000.
Section 2: That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 4th day of March, 2025.
Ron Morrison, Mayor
ATTEST:
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
Barry J. Schultz, City Attorney
Page 152 of 310
AGENDA REPORT
Department: Engineering
Prepared by: Carlos Perdomo, Engineering Technician
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Request to Install Red Curb “No Parking” at the Intersection of Palm Avenue and E. 17th Street
to Enhance Visibility at the Intersection.
RECOMMENDATION:
Adopt a Resolution Entitled, "Resolution of the City Council of the City of National City, California,
Authorizing the Installation of Red Curb “No Parking” at the Intersection of Palm Avenue and E.
17th Street to Improve Visibility.”
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
The Traffic Safety Committee, on November 13, 2024, unanimously approved the installation of
red curb “No Parking” at the intersection of Palm Avenue and E. 17th Street to enhance visibility
at the intersection.
EXPLANATION:
Mr. Antonio Damian, a resident of 1424 E. 17th Street has requested a red curb “No Parking” at
the intersection of Palm Avenue and E. 17th Street. This request aims to improve visibility and
enhance safety for vehicles exiting from E. 17th Street onto Palm Avenue.
Staff performed a site evaluation. Palm Avenue is a two-way collector road with parking on both
sides and posted speed limit of 25 mph. E. 17th Street is a two-way local road with parking on
both sides and posted speed limit of 25 mph. During the site evaluation, staff confirmed the
presence of red curb “No Parking” at the northeast and southeast corners of the intersection.
Additionally, there are visibility issues for eastbound traffic exiting E. 17th Street onto Palm Ave
due to the electrical power pole located on the southwest corner of the intersection. Staff also
confirmed that when vehicles park too close to the corners on Palm Avenue at the intersection,
the visibility for vehicles exiting E. 17th Street onto Palm Avenue is partially obstructed.
Staff sent notices to the adjacent properties inviting them to the Traffic Safety Committee Meeting
and/or to contact staff with any questions. No individuals were in attendance to speak on this item.
Staff presented this item to the Traffic Safety Committee on November 13, 2024, and after
discussion, the Traffic Safety Committee voted unanimously to approve staff’s recommendation
for the following traffic safety enhancements:
1. Install 20 feet of red curb “No Parking” on the west side of Palm Avenue, north of E. 17th
Street. This will result in the loss of one (1) on-street parking space;
2. Install 10 feet of red curb “No Parking” on the west side of Palm Avenue, south of E. 17th
Street. This will result in the loss of zero (0) on-street parking spaces;
If approved by City Council, all work will be performed by City Public Works.
Page 153 of 310
FINANCIAL STATEMENT:
The estimated cost for striping is approximately $200. Funding is available within the Department
of Engineering and Public Works Streets Division maintenance and operations budget.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Public Safety
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – Location Map
Exhibit B – Staff Report to the Traffic Safety Committee on November 13, 2024 (TSC No. 2024-12)
Exhibit C – Resolution
Page 154 of 310
Page 155 of 310
NATIONAL CITY TRAFFIC SAFETY COMMITTEE
AGENDA REPORT FOR NOVEMBER 13, 2024
ITEM TITLE: REQUEST TO INSTALL RED CURB “NO PARKING” AT THE
INTERSECTION OF PALM AVENUE AND E. 17TH STREET TO ENHANCE
VISIBILITY AT THE INTERSECTION.
PREPARED BY: Carlos Perdomo, Engineering Technician
Engineering & Public Works Department
DISCUSSION:
Mr. Antonio Damian, a resident of 1424 E. 17th Street has requested a red curb “No
Parking” at the intersection of Palm Avenue and E. 17th Street. This request aims to
improve visibility and enhance safety for vehicles exiting from E. 17th Street onto Palm
Avenue.
Staff performed a site evaluation. Palm Avenue is a two-way collector road with parking on
both sides and posted speed limit of 25 mph. E. 17th Street is a two-way local road with
parking on both sides and posted speed limit of 25 mph. During the site evaluation, staff
confirmed the presence of red curb “No Parking” at the northeast and southeast corners of
the intersection. Additionally, there are visibility issues for eastbound traffic exiting E. 17th
Street onto Palm Ave due to the electrical power pole located on the southwest corner of
the intersection. Staff also confirmed that when vehicles park too close to the corners on
Palm Avenue at the intersection, the visibility for vehicles exiting E. 17th Street onto Palm
Avenue is partially obstructed.
STAFF RECOMMENDATION:
Based on evaluation of existing conditions, staff recommends the installation of red curb
“No Parking” at the intersection of Palm Avenue and E. 17th Street to improve visibility for
vehicles exiting E. 17th Street as follows:
1. Install 20 feet of red curb “No Parking” on the west side of Palm Avenue, north of E.
17th Street. This will result in the loss of one (1) on-street parking space;
2. Install 10 feet of red curb “No Parking” on the west side of Palm Avenue, south of E.
17th Street. This will result in the loss of one (1) on-street parking space;
EXHIBITS:
1. Public Request
2. Public Notice
3. Location Map
4. Photos
2024-12
ITEM NO. 2024-12
1
Page 156 of 310
Page 157 of 310
November 7, 2024
Resident/Property Owner
Subject: TRAFFIC SAFETY COMMITTEE (TSC) ITEM NO. 2024-12
REQUEST TO INSTALL RED CURB “NO PARKING” AT THE INTERSECTION OF
PALM AVENUE AND E. 17TH STREET TO ENHANCE VISIBILITY AT THE
INTERSECTION
Dear Sir/Madame:
The City of National City would like to invite you to our next public Traffic Safety
Committee Meeting scheduled for Wednesday, November 13, 2024, at 1:00 P.M. in the
2nd Floor Large Conference Room of the Civic Center, 1243 National City Blvd., to
discuss the above-referenced item.
You can also join the meeting via Zoom. Please use the following information to call-in
to the meeting during the scheduled time:
Join Zoom Meeting from computer
https://zoom.us/j/99693438895?pwd=QW51QnZPN2FaS2tRZnphVnNmYmYxdz09
Join Zoom Meeting by phone
+1 669-900-9128
Meeting ID: 996 9343 8895
Passcode: 754338
Please note that there are two disabled persons parking spaces on the east side of
National City Blvd. that provide direct access to the 2nd Floor of the Civic Center via a
pedestrian bridge.
If you have any questions, comments, or concerns, please contact the Engineering
Department at 619-336-4380 and reference Traffic Safety Committee Item Number
2024-12.
Sincerely,
Stephen Manganiello
City Engineer
SM:ch
Enclosure: Location Map
2024-12
1234 National City Boulevard, National City, CA 91950-6530
(619) 336-4380 Fax (619) 336-4397 engineering@nationalcityca.gov Page 158 of 310
Page 159 of 310
Page 160 of 310
RESOLUTION NO. 2025 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,
AUTHORIZING THE INSTALLATION OF RED CURB “NO PARKING” AT THE
INTERSECTION OF PALM AVENUE AND E. 17TH STREET TO IMPROVE VISIBILITY.
WHEREAS, a resident expressed concerns with visibility at the intersection of Palm
Avenue and E. 17th Street and requested the installation of red curb to improve visibility and
enhance safety for vehicles turning from E. 17th Street onto Palm Avenue; and
WHEREAS, staff completed a site evaluation and confirmed the following: Palm Avenue
is a two-way collector road with parking on both sides and posted speed limit of 25 mph; E. 17th
Street is a two-way local road with parking on both sides and posted speed limit of 25 mph; there
is existing red curb “No Parking” at the northeast and southeast corners of the intersection; there
are visibility issues for eastbound traffic exiting E. 17th Street onto Palm Avenue due to the
electrical power pole located on the southwest corner of the intersection; and that when vehicles
park too close to the corners on Palm Avenue at the intersection, the visibility for vehicles exiting
E. 17th Street onto Palm Avenue is partially obstructed; and
WHEREAS, this item was presented to the Traffic Safety Committee on November 13,
2024; and
WHEREAS, staff sent notices to the adjacent properties inviting them to attend the Traffic
Safety Committee Meeting and/or to contact staff with any questions; and
WHEREAS, staff presented this item to the Traffic Safety Committee and, after discussion,
the Traffic Safety Committee voted to approve staff’s recommendation to, 1) install 20 feet of red
curb “No Parking” on the west side of Palm Avenue, north of E. 17th Street, and 2) install 10 feet
of red curb “No Parking” on the west side of Palm Avenue, south of E. 17th Street; and
WHEREAS, National City Municipal Code section 11.32.140 prohibits stopping or parking
at any posted location where parking is restricted or prohibited by resolution of the Ci ty Council;
and
WHEREAS, if approved by City Council, all work will be performed by City Public Works.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: That the City Council hereby authorizes the installation of 1) 20 feet of red
curb “No Parking” on the west side of Palm Avenue, north of E. 17th Street, and 2) 10 feet of red
curb “No Parking” on the west side of Palm Avenue, south of E. 17th Street , to improve visibility
at the intersection.
Section 2: That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
Page 161 of 310
PASSED and ADOPTED this 4th day of March, 2025.
Ron Morrison, Mayor
ATTEST:
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
Barry J. Schultz, City Attorney
Page 162 of 310
AGENDA REPORT
Department: Finance
Prepared by: Karla Apalategui, Sr. Accounting Assistant
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Warrant Register #26 - #28 for the Period of 12/20/24 through 1/9/25 in the Amount of
$3,873,857.43
RECOMMENDATION:
Ratify Warrants Totaling $3,873,857.43
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
Per Government Section Code 37208, below are the payments issued for the period of 12/20/24
– 1/9/25. Consistent with the Department of Finance’s practice, listed below are all payments
above $50,000.
Vendor Check/Wire Amount Explanation
Health Net Inc 372882 66,113.93 GRP# R1192A – Jan 2025 Health Net Ins
Kaiser Foundation 372894 204,263.59 Jan 2025 – Group #104220
Public Emp Retirement 243660169 354,698.43 Service Period 12/10/24 – 12/23-24
FINANCIAL STATEMENT:
Warrant Total $3,873,857.43
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Not Applicable
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBIT:
Exhibit A – FY25 Warrant Register No. 26 - 28
Page 163 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
Mayor and Council
Total for Department 0.00
Building/Planning
4LINK NETWORK CONSUL COLLECT AND TRACK HOME INSPECTION REQUEST 372939 1/9/25 200.00
4LINK NETWORK CONSUL COLLECT AND TRACK HOME INSPECTION REQUEST 372940 1/9/25 200.00
PERMIT RUNNER REFUND A PORTION OF PERMIT FEES OR CANCELLE 372964 1/9/25 210.00
Total for Department 610.00
CAO
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER 1700 E. PLAZA 372950 1/9/25 1,032.50
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER 220 14TH STRE 372950 1/9/25 2,763.56
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER STUDIO 6 372950 1/9/25 8,271.73
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER 1700 E. PLAZA 372950 1/9/25 1,652.00
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER STUDIO 6 372950 1/9/25 6,290.94
CIVICA LAW GROUP APC LEGAL SERVICES FOR GENERAL CODE LABOR 372950 1/9/25 88.50
CIVICA LAW GROUP APC LEGAL SERVICES FOR CODE MATTER 220 14TH STRE 372950 1/9/25 2,904.00
COLANTUONO HIGHSMITH ELECTION LAW ADVICE 372951 1/9/25 315.00
COLANTUONO HIGHSMITH ELECTION LAW ADVICE 372951 1/9/25 70.00
DEVANEY PATE MORRIS LEGAL SERVICES FOR ADMINISTRATIVE HEARING 372955 1/9/25 9,562.50
DEVANEY PATE MORRIS LITIGATION REGARDING BCD 372955 1/9/25 575.00
DEVANEY PATE MORRIS LITIGATION MATTER CALI MOTA 372955 1/9/25 175.00
SERVIAM BY WRIGHT LL CODE MATTER 2525 SWEETWATER 372973 1/9/25 122.00
SERVIAM BY WRIGHT LL CODE MATTER 220 FOURTEENTH 372973 1/9/25 479.60
SERVIAM BY WRIGHT LL FOR CODE MATTER 220 FOURTEENTH 372973 1/9/25 463.60
SERVIAM BY WRIGHT LL CODE MATTER 220 FOURTEENTH 372973 1/9/25 756.40
Total for Department 35,522.33
City Clerk
CORODATA RECORDS OFF SITE RECORD STORAGE 372952 1/9/25 58.30
Total for Department 58.30
CMO
4 IMPRINT INC NEW HIRE GIVE AWAYS 372938 1/9/25 1,038.88
SUN BADGE COMPANY IN BRIAN HADLEY SLIMLINE SUNTONE BADGE 372975 1/9/25 202.94
Total for Department 1,241.82
Community Services/Nutrition/Library
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 102.20
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 675.21
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 264.21
WARRANT REGISTER # 26 - 28
1/9/2025
1/11Page 164 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 596.90
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 312.89
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 1,244.42
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 3,412.57
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 925.83
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 1,552.13
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 1,898.66
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 1,453.17
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 2,628.82
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372942 1/9/25 2,789.91
ALDEMCO FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372943 1/9/25 245.72
ALL FRESH PRODUCTS FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372944 1/9/25 179.36
ALL FRESH PRODUCTS FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372944 1/9/25 353.33
BOOT WORLD WORK BOOTS FOR YURI PENA 372947 1/9/25 175.34
COZZINI BROS., INC. KNIFE SHARPENING SERVICES FOR FY 25 372954 1/9/25 64.17
PRUDENTIAL OVERALL S LAUNDRY AND CONSUMABLES FOR FY25 372967 1/9/25 152.65
PRUDENTIAL OVERALL S LAUNDRY AND CONSUMABLES FOR FY25 372967 1/9/25 303.48
SANCHEZ MAYO, LESTER RFW-CONTRACT INSTRUCTOR PYMT BASKETBALL CA 372969 1/9/25 1,890.00
SDG&E GAS AND ELECTRIC SERVICES FOR FY25 372970 1/9/25 363.78
SEAPORT MEAT COMPANY FOOD AS NEEDED FOR NUTRITION CTR. FY25 372971 1/9/25 509.00
SYSCO SAN DIEGO INC FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372976 1/9/25 3,672.80
SYSCO SAN DIEGO INC FOOD/CONSUMABLES AS NEEDED FOR NUTRITION C 372976 1/9/25 119.45
SYSCO SAN DIEGO INC DISHWASHER LEASE FOR DECEMBER 2024 372976 1/9/25 259.86
T'S & SIGNS INC DECALS,BANNERS & A FRAME STAND/CSD 372977 1/9/25 529.62
T'S & SIGNS INC DECALS, TABLE COVERS/CSD 372977 1/9/25 1,759.59
Total for Department 28,435.07
Engineering / PW's
BOOT WORLD MOP 64096 WORK BOOTS FOR CHRIS GARCIA FY25-P 372947 1/9/25 200.00
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 257.98
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 423.65
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 163.85
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 154.38
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 157.39
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 22.02
GRAINGER MOP 65179 BUILDING SUPPLIES FY25-PW/FAC 372957 1/9/25 423.65
MASTER PERFORMANCE MOP 86883 SEWER SUPPLIES FY25-PW/WW 372958 1/9/25 441.32
NATIONAL CITY TROPHY MOP 66556 OFFICE SUPPLIES FY25-PW/FAC 372960 1/9/25 138.33
NATIONAL CITY TROPHY MOP 66556 OFFICE SUPPLIES FY25-PW/FAC 372960 1/9/25 47.52
O'REILLY AUTO PARTS MOP 75877 AUTO SUPPLIES FY25-PW/EQM 372961 1/9/25 154.37
PARTS AUTHORITY METR MOP 75943 AUTO SUPPLIES FY25-PW/EQM 372963 1/9/25 131.70
POWERSTRIDE BATTERY AUTO BATTERIES FY25-PW/EQM 372965 1/9/25 707.03
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 286.00
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 488.60
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 53.72
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 205.39
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 449.06
2/11Page 165 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 189.29
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/FAC 372966 1/9/25 198.90
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/PARKS 372966 1/9/25 53.48
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/PARKS 372966 1/9/25 355.76
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/STS 372966 1/9/25 151.14
PRO BUILD COMPANY MOP 45707 GENERAL SUPPLIES FY25-PW/STS 372966 1/9/25 67.93
SEDANO FORD OF LM, I R&M CITY VEHICLES FY25-PW/EQM 372972 1/9/25 660.45
SEDANO FORD OF LM, I R&M CITY VEHICLES FY25-PW/EQM 372972 1/9/25 237.75
SEDANO FORD OF LM, I R&M CITY VEHICLES FY25-PW/EQM 372972 1/9/25 869.44
SEDANO FORD OF LM, I R&M CITY VEHICLES FY25-PW/EQM 372972 1/9/25 106.10
T'S & SIGNS INC JACKETS FOR STR FY25-PW/STS 372977 1/9/25 455.67
Total for Department 8,251.87
Finance
BAVENCOFF JR, DAVID RETIREE HEALTH BENEFITS - JANUARY 2025 372843 1/6/25 500.00
BEARD, PATRICIA RETIREE HEALTH BENEFITS - JANUARY 2025 372844 1/6/25 70.00
BEVERIDGE, MARK RETIREE HEALTH BENEFITS - JANUARY 2025 372845 1/6/25 640.00
BISHOP, RANDY RETIREE HEALTH BENEFITS - JANUARY 2025 372846 1/6/25 110.00
BOEGLER, CRAIG RETIREE HEALTH BENEFITS - JANUARY 2025 372847 1/6/25 260.00
BULL, PARRIS RETIREE HEALTH BENEFITS - JANUARY 2025 372848 1/6/25 580.00
CAMEON, CHRISTOPHER RETIREE HEALTH BENEFITS - JANUARY 2025 372849 1/6/25 400.00
CANEDO, RAMON RETIREE HEALTH BENEFITS - JANUARY 2025 372850 1/6/25 620.00
CASTELLANOS, DAVID RETIREE HEALTH BENEFITS - JANUARY 2025 372851 1/6/25 500.00
CESNAUSKAS, STEVEN RETIREE HEALTH BENEFITS - JANUARY 2025 372852 1/6/25 400.00
CHELIUS, ANGELA RETIREE HEALTH BENEFITS - JANUARY 2025 372853 1/6/25 460.00
COLE, LYNN RETIREE HEALTH BENEFITS - JANUARY 2025 372854 1/6/25 165.00
COLLINSON, CURTIS RETIREE HEALTH BENEFITS - JANUARY 2025 372855 1/6/25 420.00
CONDON, DONALD RETIREE HEALTH BENEFITS - JANUARY 2025 372856 1/6/25 280.00
CORDERO, ESTELA RETIREE HEALTH BENEFITS - JANUARY 2025 372857 1/6/25 520.00
COVARRUBIAS, ARACELI RETIREE HEALTH BENEFITS - JANUARY 2025 372858 1/6/25 520.00
DALLA, MICHAEL RETIREE HEALTH BENEFITS - JANUARY 2025 372859 1/6/25 900.00
DANESHFAR, ZIA-E-DIN RETIREE HEALTH BENEFITS - JANUARY 2025 372860 1/6/25 250.00
DEESE, LESLIE RETIREE HEALTH BENEFITS - JANUARY 2025 372861 1/6/25 660.00
DESROCHERS, PAUL RETIREE HEALTH BENEFITS - JANUARY 2025 372862 1/6/25 110.00
DIAZ, MIGUEL RETIREE HEALTH BENEFITS - JANUARY 2025 372863 1/6/25 680.00
DREDGE, JAMES RETIREE HEALTH BENEFITS - JANUARY 2025 372864 1/6/25 250.00
DUONG, MINH RETIREE HEALTH BENEFITS - JANUARY 2025 372865 1/6/25 280.00
EISER III, GEORGE RETIREE HEALTH BENEFITS - JANUARY 2025 372866 1/6/25 250.00
ESPIRITU, DAVID RETIREE HEALTH BENEFITS - JANUARY 2025 372867 1/6/25 620.00
ETZLER, JEFFREY RETIREE HEALTH BENEFITS - JANUARY 2025 372868 1/6/25 460.00
FABINSKI, DANIEL RETIREE HEALTH BENEFITS - JANUARY 2025 372869 1/6/25 220.00
FELIX, YOLANDA RETIREE HEALTH BENEFITS - JANUARY 2025 372870 1/6/25 400.00
FIFIELD, KEITH RETIREE HEALTH BENEFITS - JANUARY 2025 372871 1/6/25 540.00
FLORES, RICHARD M RETIREE HEALTH BENEFITS - JANUARY 2025 372872 1/6/25 600.00
GAUT, ANTHONY RETIREE HEALTH BENEFITS - JANUARY 2025 372873 1/6/25 700.00
GONZALES, MANUEL RETIREE HEALTH BENEFITS - JANUARY 2025 372874 1/6/25 480.00
GONZALEZ, BEATRICE RETIREE HEALTH BENEFITS - JANUARY 2025 372875 1/6/25 680.00
3/11Page 166 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
GONZALEZ, WILLIAM RETIREE HEALTH BENEFITS - JANUARY 2025 372876 1/6/25 660.00
HARLAN, MICHAEL RETIREE HEALTH BENEFITS - JANUARY 2025 372877 1/6/25 500.00
HEALTH NET INC GRP. #GX011A - JAN 2025 HEALTH NET INSURANCE 372878 1/6/25 34,130.48
HEALTH NET INC GRP #LB439A - JAN 2025 HEALTH NET INSURANCE 372879 1/6/25 25,153.52
HEALTH NET INC GRP. #LB439F - JAN 2025 HEALTH NET INSURANCE 372880 1/6/25 777.39
HEALTH NET INC GRP #N8240A - JAN 2025 HEALTH NET INSURANCE 372881 1/6/25 2,019.15
HEALTH NET INC GRP #R1192A - JAN 2025 HEALTH NET INSURANCE 372882 1/6/25 66,113.93
HEALTH NET INC GRP #R1192R - JAN 2025 HEALTH NET INSURANCE 372883 1/6/25 920.47
HEALTH NET INC GRP #ZI454A - JAN 2025 HEALTH NET INSURANCE 372884 1/6/25 333.00
HEALTH NET INC GRP #ZI454F - JAN 2025 HEALTH NET INSURANCE 372885 1/6/25 3.02
HERNANDEZ, JUDITH RETIREE HEALTH BENEFITS - JANUARY 2025 372886 1/6/25 680.00
HERNANDEZ, RICK RETIREE HEALTH BENEFITS - JANUARY 2025 372887 1/6/25 400.00
HODGES, BRENDA RETIREE HEALTH BENEFITS - JANUARY 2025 372888 1/6/25 200.00
IBARRA, JOE RETIREE HEALTH BENEFITS - JANUARY 2025 372889 1/6/25 780.00
JASMUND, DONALD RETIREE HEALTH BENEFITS - JANUARY 2025 372890 1/6/25 680.00
JONES, ANGIL RETIREE HEALTH BENEFITS - JANUARY 2025 372891 1/6/25 60.00
JONES, DEREK RETIREE HEALTH BENEFITS - JANUARY 2025 372892 1/6/25 480.00
JUNIEL, RODERICK RETIREE HEALTH BENEFITS - JANUARY 2025 372893 1/6/25 50.00
KAISER FOUNDATION HE JANUARY 2025 - GROUP #104220 KAISER INS ACTIVE 372894 1/6/25 33,491.74
KAISER FOUNDATION HE JANUARY 2025 - GROUP #104220 KAISER INS ACTIVE 372894 1/6/25 204,263.59
KIMBLE, RANDY RETIREE HEALTH BENEFITS - JANUARY 2025 372895 1/6/25 300.00
KLOS, FRANK RETIREE HEALTH BENEFITS - JANUARY 2025 372896 1/6/25 480.00
LAFRENIERE, MICHAEL RETIREE HEALTH BENEFITS - JANUARY 2025 372897 1/6/25 660.00
LIMFUECO, MARIA TERE RETIREE HEALTH BENEFITS - JANUARY 2025 372898 1/6/25 160.00
MATIENZO, MARIA RETIREE HEALTH BENEFITS - JANUARY 2025 372899 1/6/25 100.00
MCCABE, TOM RETIREE HEALTH BENEFITS - JANUARY 2025 372900 1/6/25 280.00
MCDANIEL, PATRICK RETIREE HEALTH BENEFITS - JANUARY 2025 372901 1/6/25 290.00
MEEKS, JEFFREY RETIREE HEALTH BENEFITS - JANUARY 2025 372902 1/6/25 460.00
MUNOZ, LILIA RETIREE HEALTH BENEFITS - JANUARY 2025 372903 1/6/25 640.00
NAGLE, DANIEL RETIREE HEALTH BENEFITS - JANUARY 2025 372904 1/6/25 460.00
NOTEWARE, DAVID RETIREE HEALTH BENEFITS - JANUARY 2025 372905 1/6/25 120.00
OLIVERIA, HERMINIO RETIREE HEALTH BENEFITS - JANUARY 2025 372906 1/6/25 360.00
PARRA, FRANCISCO RETIREE HEALTH BENEFITS - JANUARY 2025 372907 1/6/25 400.00
PAUU JR, PENU RETIREE HEALTH BENEFITS - JANUARY 2025 372908 1/6/25 340.00
PE, RAY RETIREE HEALTH BENEFITS - JANUARY 2025 372909 1/6/25 300.00
PEASE JR, DAVID RETIREE HEALTH BENEFITS - JANUARY 2025 372910 1/6/25 140.00
PIERSON, DARREN P RETIREE HEALTH BENEFITS - JANUARY 2025 372911 1/6/25 460.00
POST, ROGER RETIREE HEALTH BENEFITS - JANUARY 2025 372912 1/6/25 280.00
RAY, STEVEN RETIREE HEALTH BENEFITS - JANUARY 2025 372913 1/6/25 190.00
REDIKOP, BRIAN RETIREE HEALTH BENEFITS - JANUARY 2025 372914 1/6/25 400.00
RIOS, RAMONA RETIREE HEALTH BENEFITS - JANUARY 2025 372915 1/6/25 240.00
ROARK, LANNY RETIREE HEALTH BENEFITS - JANUARY 2025 372916 1/6/25 135.00
RODRIGUEZ, MANUEL RETIREE HEALTH BENEFITS - JANUARY 2025 372917 1/6/25 260.00
ROUSTON, JEFFREY RETIREE HEALTH BENEFITS - JANUARY 2025 372918 1/6/25 660.00
RUIZ, JAMES RETIREE HEALTH BENEFITS - JANUARY 2025 372919 1/6/25 310.00
SAINZ, JOSE LUIS RETIREE HEALTH BENEFITS - JANUARY 2025 372920 1/6/25 300.00
SERVATIUS, JEFFREY RETIREE HEALTH BENEFITS - JANUARY 2025 372921 1/6/25 340.00
SEWARD, GREGORY RETIREE HEALTH BENEFITS - JANUARY 2025 372922 1/6/25 520.00
4/11Page 167 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
SHEPHARD, STEVE RETIREE HEALTH BENEFITS - JANUARY 2025 372923 1/6/25 440.00
SHOEMAKER, MICHAEL RETIREE HEALTH BENEFITS - JANUARY 2025 372924 1/6/25 480.00
SILVA, LARRY RETIREE HEALTH BENEFITS - JANUARY 2025 372925 1/6/25 580.00
SMITH, JOE RETIREE HEALTH BENEFITS - JANUARY 2025 372926 1/6/25 320.00
SMITH, MATTHEW RETIREE HEALTH BENEFITS - JANUARY 2025 372927 1/6/25 560.00
STANICH, COLLEEN RETIREE HEALTH BENEFITS - JANUARY 2025 372928 1/6/25 400.00
TELLEZ, JOSE RETIREE HEALTH BENEFITS - JANUARY 2025 372929 1/6/25 700.00
TIPTON, BARBARA RETIREE HEALTH BENEFITS - JANUARY 2025 372930 1/6/25 250.00
UNGAB, STELLA RETIREE HEALTH BENEFITS - JANUARY 2025 372931 1/6/25 600.00
VILLAGOMEZ, JULIAN RETIREE HEALTH BENEFITS - JANUARY 2025 372932 1/6/25 480.00
VILLARIASA, STEVEN RETIREE HEALTH BENEFITS - JANUARY 2025 372933 1/6/25 480.00
WILKINS, THOMAS RETIREE HEALTH BENEFITS - JANUARY 2025 372934 1/6/25 520.00
YBARRA, ALFREDO RETIREE HEALTH BENEFITS - JANUARY 2025 372935 1/6/25 220.00
YBARRA, ANTONIO RETIREE HEALTH BENEFITS - JANUARY 2025 372936 1/6/25 540.00
YOUNG, GRAHAM RETIREE HEALTH BENEFITS - JANUARY 2025 372937 1/6/25 560.00
C A P F JANUARY 2025 FIRE LTD - ID0259607 372948 1/9/25 1,298.00
CALIFORNIA LAW ENFOR JANUARY 2025 - PD LTD 372949 1/9/25 2,752.00
Total for Department 406,986.29
Fire
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 330.25
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 330.25
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 227.24
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 227.24
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 420.29
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 137.92
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 20.46
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 341.85
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 215.45
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 179.15
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 364.73
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 191.39
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 341.85
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 350.72
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 215.45
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 776.87
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 421.28
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 214.89
ACE UNIFORMS & ACCES CLASS B, CLASS A AND UNIFORM ACCESSORY 372941 1/9/25 509.40
BENEDEK, ERIC C REIMBRSMT CLAIM, ERIC BENEDK PARAMEDIC RENE 372946 1/9/25 250.00
MONTANO, HECTOR REIMBRSMT CLAIM, DELIVERY OF SPANISH CERT CLA 372959 1/9/25 1,200.00
Total for Department 7,266.68
Housing / Sec 8
OFFICE SOLUTIONS BUS OFFICE SUPPLIES FOR SEC 8 DEPT 372962 1/9/25 62.78
PSWRC NAHRO 2025 PSWRC NAHRO MEMB DUES FOR SECT 8 372968 1/9/25 265.68
5/11Page 168 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
SOUTH BAY SHREEDDING MONTHLY FEE FOR SERV OCT-NOV 2024 SECT 8 372974 1/9/25 70.00
U.S. INSPECTION GROU REGISTRATION FOR NSPIRE-V WEBINAR 1/15/25 SECT 372978 1/9/25 229.00
Total for Department 627.46
Human Resources
Total for Department 0.00
MIS
AT&T SBC/AT&T DATA/PHONES FY25 372945 1/9/25 16,902.48
AT&T SBC/AT&T DATA/PHONES FY25 372945 1/9/25 122.44
AT&T SBC/AT&T DATA/PHONES FY25 372945 1/9/25 2,387.13
AT&T SBC/AT&T DATA/PHONES FY25 372945 1/9/25 63.27
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 302.53
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 235.81
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 1,714.40
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 174.00
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 88.25
COX COMMUNICATIONS COX BUSINESS DATA/VIDEO FY25 372953 1/9/25 2,060.43
VERIZON WIRELESS VERIZON WIRELESS DATA/PHONES FY25 372979 1/9/25 530.75
Total for Department 24,581.49
NSD
Total for Department 0.00
Police
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 120.68
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 201.49
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 71.12
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 51.68
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 201.49
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 387.88
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 150.85
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 75.43
ACE UNIFORMS & ACCES UNIFORM AND ACCESSORIES FOR FY25 372941 1/9/25 201.49
FUSTON, STEPHANIE TRAINING POST REIMBURSEMENT MILEAGE FUSTON 372956 1/9/25 169.51
Total for Department 1,631.62
Risk
Total for Department 0.00
6/11Page 169 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
A/P Total 515,212.93
PAYROLL
Pay period Start Date End Date Check Date
1 12/10/2024 12/23/2024 12/31/2024 1,476,554.11
WIRED PAYMENTS
Engineering / PW's
ARCO BUSINESS SOLUTI FUEL FOR CITY FLEET DECEMBER FY25-PW/EQM 250060214 1/7/25 34,288.06
Finance
PUBLIC EMP RETIREMEN SERVICE PERIOD 12/10/2024-12/23/2024 243660169 1/2/25 354,698.43
SECTION 8 HAPS Start Date End Date
1/2/2025 1/2/2025 1,451,118.95
PURCHASE CARDS
Mayor and Council
CANVA INC CANVA- SEPERATE SUBSCRIPTION FROM CITY - ACCOUNT F 8/22/24 15.00
CANVA INC CANVA- DITA YAMANE SUBSCRIPTION SEPERATED FOR YAM 8/22/24 132.49
OFFICE DEPOT OFFICE DEPOT #0963 - CARD STOCK FOR TEMPORARY YAMA 8/22/24 28.26
ROYAL MANDARIN ROYAL MANDARIN- COUNCIL MEETING LUNCH- DITAS YAMAN 8/22/24 17.35
SOUTH COUNTY ECONOMI SOUTH COUNTY EDC BINATIONAL FORUM - LUZ MOLINA RE 8/22/24 25.00
SOUTHWEST AIRLINES COUNCIL JOSE RODRIGUEZ AIRPLANE TICKET - HOUSING S 8/22/24 397.96
SOUTHWEST AIRLINES COUNCIL JOSE RODRIGUEZ - HOUSING SUMMIT - PLANE TI 8/22/24 125.00
VALERIOS BAKE SHOP CHEESE BREAD FROM YAMANE'S REMEBER BRIDGET 8/22/24 50.00
Total for Department 791.06
CAO
PRIMO WATER FL PRIMO WATER FL 8/22/24 58.93
SAN DIEGO UNION TRIB SAN DIEGO UNION TRIB-SUB 8/22/24 16.00
Total for Department 74.93
City Clerk
AMAZON.COM PASSPORT ACCEPTANCE FACILITY SUPPLIES - BABY BLANK 8/22/24 35.37
Total for Department 35.37
CMO
AMAZON.COM AMAZON PRIME*RU6RZ4OV1 8/22/24 16.30
CANVA INC CANVA- DITA YAMANE SUBSCRIPTION SEPERATED FOR YAM 8/22/24 132.50
CAVA 10051 CAVA MISSION VIE- CITY MANAGER DINNER - COAS 8/22/24 37.07
COZINES GROCERY STOR COZINE'S GROCERY STORE - MEETING AGENDA REVIEW LUN 8/22/24 41.59
7/11Page 170 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
COZINES GROCERY STOR COZINE'S GROCERY STORE- CITY COUNCIL MEETING LUNCH 8/22/24 59.29
HOMEWOOD SUITES HOMEWOOD SUITES - CITY MANAGER STAY IN HOTEL - COA 8/22/24 260.36
HOMEWOOD SUITES HOMEWOOD SUITES - STAYED IN HOTEL FOR MAYOR MORRIS 8/22/24 260.36
JERSEY MIKE'S JERSEY MIKES 20042 - COASTAL COMMISSION MEETING IN 8/22/24 64.16
LEAGUE OF CALIFORNIA PRC#T3284 LEAGUE OF CALIFORNIA CITES 2024 ANNUAL C 8/22/24 775.00
LOVI'S DELICATESSEN LOVI'S DELICATESSEN - LUNCH- COASTAL COMMISION MEE 8/22/24 76.21
NACOLE NACOLE.ORG- REGISTRATION FOR COMM ZACHARY GOMEZ - 8/22/24 830.00
SOUTHWEST AIRLINES CPRC - PLANE TICKET - COMM ZACHARY GOMEZ - NACOLE 8/22/24 361.95
WOOD RANCH WOOD RANCH AGOURA HILLS- DINNER - COASTAL COMMISSI 8/22/24 85.16
Total for Department 2,999.95
Community Services/Nutrition/Library
DOMINO'S PIZZA ESPORTS TOURNAMENT MEAL 8/22/24 100.40
FACEBOOK CAMACHO PROGRAMMING MARKETING 8/22/24 10.00
ISTOCKPHOTO ISTOCKPHOTO 8/22/24 40.00
NATIONAL RECREATION NRPA 2024 ANNUAL CONFERENCE/STAFF TRAINING PRC#T32 8/22/24 695.00
PREMIER FOOD SAFETY PREMIER FOOD SAFETY PRC#T3282 8/22/24 447.00
SPOTIFY MONTHLY SUBSCRIPTION 8/22/24 19.99
STEAM GAMES ESPORTS PROGRAMMING 8/22/24 49.99
Total for Department 1,362.38
Engineering / PW's
COSTCO WHOLESALE PIZZA FOR M3 ENG/PW LUNCH MEETING 8/22/24 21.44
COSTCO WHOLESALE CAESAR SALAD & COOKIES FOR M3 PW LUNCH MEETING 8/22/24 18.84
COSTCO WHOLESALE PIZZA FOR M3 LUNCH MEETING 8/22/24 21.44
COSTCO WHOLESALE CAESAR SALAD & WATERS FOR M3 LUNCH MEETING 8/22/24 14.79
HOME DEPOT CREDIT SE HOMEDEPOT.COM - CITY HALL PATIO PANEL PW FY25 8/22/24 1,076.51
NASSCO INC NASSCO, INC.TRAINING FOR FFIATOA & OBECCERRIL PRC# 8/22/24 2,480.00
SUPERIOR POOL PRODUC SUPERIOR POOL - 504A - POOL SUPPLIES FOR EMERGENC 8/22/24 187.72
UNDER LOCK AND KEY CALIFORNIA UNDER LOCK MULITPLE COPY OF KEYS FOR PU 8/22/24 49.48
Total for Department 3,870.22
Fire
AMAZON.COM KEY FOB FOR UTILITY - LOST WHILE TRAVELLING TO SHE 8/22/24 64.12
BEST WESTERN STRIKE TEAM 6841A HOTEL ROOM 230-A 8/22/24 149.57
BEST WESTERN STRIKE TEAM 6841A HOTEL ROOM 208-A 8/22/24 149.57
BJ'S RESTAURANT & BR MEAL WILLAMETTE COMPLEX DEPLOYMENT 8/22/24 21.95
BJ'S RESTAURANT & BR AMBULANCE BUSINESS ACADEMY PRC#T3256 MEAL 8/22/24 72.00
BJ'S RESTAURANT & BR AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 44.74
BJ'S RESTAURANT & BR AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 39.67
CHIPOTLE MEXICAN GRI AMBULANCE BUSINESS ACADEMY PRC#T3256 8/22/24 18.47
CHIPOTLE MEXICAN GRI AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 14.43
CHIPOTLE MEXICAN GRI AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 0.09
CONTINUING CHALLENGE CONTINUING CHALLENGE HAZMAT CONFERENCE PRC#T3272 8/22/24 700.00
COURTYARD BY MARRIOT JAMES STILES STEN(T)XSD684A 8/22/24 189.61
8/11Page 171 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
COURTYARD BY MARRIOT SERGIO MORA STEN(T)XSD6841A HOTEL 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM DOUBLE CHARGED - CHULA VISTA FIRE DEP 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM DOUBLE CHARGED - POWAY FIRE DEPARTMEN 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM DOUBLE CHARGED - POWAY FIRE DEPARTMEN 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM DOUBLE CHARGED - LA MESA FIRE DEPARTM 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM HOTEL JEREMY DAY - REFUNDED 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM HOTEL DEPLOYMENT 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM DEPLOYMENT HOTEL 8/22/24 189.61
COURTYARD BY MARRIOT HOTEL RON PARK FIRE 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM 6841A DURING PARK FIRE DEPLOYMENT #336 8/22/24 189.61
COURTYARD BY MARRIOT AMBULANCE BUSINESS ACADEMY PRC#T3256 ROOM #307 8/22/24 779.58
COURTYARD BY MARRIOT AMBULANCE BUSINESS ACADEMY PRC#T3256 ROOM #205 8/22/24 775.81
COURTYARD BY MARRIOT AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 21.32
COURTYARD BY MARRIOT STRIKE TEAM HOTEL RECEIPT 8/22/24 189.61
COURTYARD BY MARRIOT STRIKE TEAM 6841A DURING PARK FIRE DEPLOYMENT #347 8/22/24 189.61
DAYS INN PARK FIRE STIKE TEAM TF6416 ROOM #202 8/22/24 99.99
DAYS INN PARK FIRE STIKE TEAM TF6416 ROOM #201 8/22/24 99.99
ENTERPRISE RENT A CA DEPLOYMENT CAR WILLAMETTE COMPLEX 8/22/24 1,391.01
ENTERPRISE RENT A CA RENTAL CAR FOR "SHELLY/PARK" FIRES 8/22/24 1,591.67
EVEN HOTEL STRIKE TEAM DEPLOYMENT HOTEL 8/22/24 925.46
HAMPTON INN PARK FIRE STIKE TEAM TF6416 ROOM 307 8/22/24 126.44
HAMPTON INN PARK FIRE STIKE TEAM TF6416 ROOM #305 8/22/24 126.44
IN-N-OUT BURGERS LUNCH STRIKE TEAM 6841A 8/22/24 12.34
INTERNATIONAL ASSOCI INTERNATIONAL ASSOCIATION OF FIRE CHIEFS MEMBERSHI 8/22/24 260.00
MUNICIPAL MANAGEMENT ANNUAL CONFERENCE REGISTRATION FOR WALTER AMEDEE P 8/22/24 550.00
NAPA AIR FILTER - REPAIR APPARATUS 151 ON STRIKE TEAM D 8/22/24 119.18
NATIONAL CITY CHAMBE BOTH AT CHAMBER OF COMMERCE JOB FAIR FOR 2 PEOPLE 8/22/24 130.00
NATIONWIDE MEDICAL S KETAMINE HCL 8/22/24 189.20
NFPA FULFILLMENT CEN MEMBERSHIP RENEWAL - NFPA - PRC#14053 8/22/24 225.00
OMNI HOTEL SERGIO MORA DALLAS CONVENTION OVERLAPPED STRIKE TE 8/22/24 332.17
OMNI HOTEL JAMES STILES DALLAS CONVENTION OVERLAPPED STRIKE 8/22/24 299.08
OMNI HOTEL JAMES STILES DALLAS CONVENTION OVERLAPPED STRIKE T 8/22/24 332.17
OMNI HOTEL SERGIO MORA DALLAS CONVENTION OVERLAPPED STRIKE TE 8/22/24 299.08
PANDA INN AMBULANCE BUSINESS ACADEMY PRC#T3256 MEAL 8/22/24 34.00
PANDA INN AMBULANCE BUSINESS ACADEMY MEALS PRC # T3256 8/22/24 23.58
SHELL FUELL ON DRIVE HOME FROM "PARK FIRE" 8/22/24 93.69
SHELL LUNCH STRIKE TEAM 6841A 8/22/24 19.65
SHELL DEPLOYMENT WILLAMETTE COMPLEX 8/22/24 171.53
SHELL MEALS AND JETBOIL FUEL - STRIKE TEAM 6841A DURING 8/22/24 71.59
SIERRA NEVADA CHICO LUNCH STRIKE TEAM 6841A 8/22/24 52.24
SIERRA NEVADA CHICO MEALS AND JETBOIL FUEL - STRIKE TEAM 6841A DURING 8/22/24 164.75
SOUTHWEST AIRLINES DEPLOYMENT FLIGHT WILLIAMETTE COMPLEX 8/22/24 372.98
SOUTHWEST AIRLINES DEPLOYMENT FLIGHT WILLAMETTE COMPLEX 8/22/24 383.98
SOUTHWEST AIRLINES HAZMAT CONFERENCE SEPT 3-6 PRC#T3272 8/22/24 213.96
STARBUCKS COFFEE FOR CREWS GAS LINE RUPTURE 8/22/24 56.45
WALKER BURGER LUNCH 6841A STRIKE TEAM 8/22/24 56.09
WAL-MART STRIKE TEAM DEPLOYMENT COOLER FOR OES 373 8/22/24 231.74
WAL-MART COOLER STRIKE TEAM DEPLOUYMENT 8/22/24 219.86
9/11Page 172 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
Total for Department 14,591.56
Human Resources
CHIPOTLE MEXICAN GRI CHIPOTLE ONLINE/HR INTERVIEWS 8/22/24 91.04
EINSTEIN BROS BAGELS EINSTEIN BROS BAGELS0884/HR INTERVIEWS 8/22/24 19.89
EINSTEIN BROS BAGELS EINSTEIN BROS-ONLINE CAT/HR INTERVIEWS 8/22/24 43.58
GOVERNMENT FINANCE GOVERNMENT FINANCE OFFICERS ASSOCIATION EMPLOYMENT 8/22/24 500.00
JC PENNEY JCPENNEY/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 150.00
MACYS MACYS/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 225.00
OUTBACK STEAKHOUSE OUTBACK/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 150.00
PUBLIC EMP RETIREMEN CALPERS CVENT/CALPERS EDUCATIONAL FORUM 2024/LYDIA 8/22/24 549.00
PUBLIC EMP RETIREMEN CALPERS CVENT/CALPERS EDUCATIONAL FORUM 2024/LIZZA 8/22/24 549.00
PUBLIC EMP RETIREMEN CALPERS CVENT/CALPERS EDUCATIONAL FORUM 2024/CONCH 8/22/24 549.00
STARBUCKS STARBUCKS/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 125.00
TARGET TARGET/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 225.00
WAL-MART WM SUPERCENTER/EMPLOYEE RECOGNITION SERVICE AWARD 8/22/24 275.00
YOURMEMBERSHIP - MXN YOURMEMBERSHIP (UNKNOWN TRANSACTION/SEE ATTACHED) 8/22/24 598.00
Total for Department 4,049.51
MIS
AMAZON.COM PROTECTIVE COVER 8/22/24 17.06
AMAZON.COM ERGODYNE WRIST SUPPORT 8/22/24 32.88
AMAZON.COM ERGODYNE WRIST SUPPORT 8/22/24 16.15
CORELOGIC VAL-APPRAI CORELOGIC IVR PAYMENT 8/22/24 409.68
HIGHTAIL HIGHTAIL SECURE FILESHARE 8/22/24 288.00
ID.MYCOMMERCE.COM EML FILE CONVERTER FOR WINDOW APP 8/22/24 299.00
RING.COM RING ANNUAL STORAGE 8/22/24 49.99
ZOOM ZOOM.US MONTHLY SUBSCRIPTION 8/22/24 795.15
Total for Department 1,907.91
NSD
CODEENFORCE PRC#T3260 CEOSF HIGH RISK CASE CLASS TRAINING 8/22/24 75.00
Total for Department 75.00
Police
911 WELLNESS PROJECT 911 WELLNESS PROJEC TUITION FOR FIELD TRAINING OFF 8/22/24 299.99
AMAZON.COM EXTENSION CABLE 8/22/24 17.38
AMAZON.COM MAGNETIC LETTERS 8/22/24 39.06
AMAZON.COM EXTENSION DATA CABLE / FIRE TV STICK 8/22/24 43.47
AMAZON.COM FILE FOLDER ORGANIZER 8/22/24 46.74
AMAZON.COM CHARGER CORD / LED LIGHTS / MAGNETIC LETTERS 8/22/24 41.37
AMAZON.COM LETTER-SIZE TRAY 8/22/24 14.09
AMAZON.COM 3PK CHARGER CABLE / MAGNETIC HOOKS / WIRELRESS KEY 8/22/24 43.48
AMAZON.COM 10PK FOLDING CHAIR / WIRELESS PRESENTER REMOTE / B 8/22/24 346.48
AMAZON.COM HAZARD DIAMOND PLACARD LABEL 8/22/24 37.35
10/11Page 173 of 310
PAYEE DESCRIPTION CHK NO DATE AMOUNT
WARRANT REGISTER # 26 - 28
1/9/2025
AMAZON.COM DRY ERASE BOARD 8/22/24 104.39
AMAZON.COM COFFEE POD DRAWER / LED ROAD FLARES 8/22/24 63.59
AMAZON.COM FILE ORGANIZER 8/22/24 49.25
AMAZON.COM COFFEE BREWER 8/22/24 83.62
ANGEL PETALS ANGEL PETALS - BRIDGET CELEBRATION OF LIFE 8/22/24 172.88
CALIFORNIA CLETS USE CALIFORNIA CLETS USER TRAINING TUITION FOR MARIE 8/22/24 450.00
CALIFORNIA FORCE INS CALIFORNIA FORCE INSTRUC TRAINING TUITION FOR MATT 8/22/24 375.00
COSTCO WHOLESALE REFRESHMENTS - PD FAMILY DAY 8/22/24 69.32
CURB CURB LV TAXI YCS TRANSPORTATION FOR THE CHIA CONFE 8/22/24 78.56
DISNEY PROPERTIES DLR FRONT DESK DLH TRAINING LODGING FOR THE ATAP C 8/22/24 1,365.39
DOUBLETREE HOTEL LODGING FOR TRAINING PRC 3278 FOR MATTHEW CARDOZA 8/22/24 601.15
FEDEX KINKOS OFFICE LDS FOR 3 RECRUITS CAMPUZANO, ZUMSTEIN OCAMPO PRC 8/22/24 1,267.14
GRIDIRON TRAINING GRIDIRON TRAINING 202 TUITION TRAINING FOR FIELD T 8/22/24 676.00
HARBOR FREIGHT TOOLS BED CARGO NET / MOTORCYCLE CARGO 8/22/24 13.03
HILTON GARDEN INN HILTON GARDEN INN LODGING FOR TRAINING FOR CPL LOP 8/22/24 1,217.97
HOME DEPOT CREDIT SE PAINT 8/22/24 18.25
HOME DEPOT CREDIT SE CONNECTORS (2) / SWITCH BOX / SHELF 8/22/24 135.67
HOME DEPOT CREDIT SE WORK BRACKET (2) / 40PK SCREWS / SWITCH BOX (2) / 8/22/24 560.24
HOME DEPOT CREDIT SE UTILITY BOX / DECORA OUTLET / VINYL BLINDS 8/22/24 35.61
HOME DEPOT CREDIT SE ELECTRICAL OUTLET BOX (5) / OUTLET SURGE PROTECTOR 8/22/24 394.35
HOME DEPOT CREDIT SE BEVERAGE COOLER / FLOOR CORD PROTECTOR / OUTLET SU 8/22/24 408.37
HOME DEPOT CREDIT SE DOOR HANDLE 8/22/24 60.32
MARRIOTT MARRIOTT ANAHEIM LODGING FOR THE ATAP FOR MURRY ES 8/22/24 1,243.35
NO BOUNDARIES INVEST NO BOUNDARIES INVESTI TUITION FOR STEPHANIE FUSTON 8/22/24 490.00
PELOTON PELOTON ALL ACCESS MEMBERSHIP 8/22/24 44.00
SANTA ANA COLLEGE LI RANCHO SANTIAGO COMMUNIT PARKING FOR TRAINING PRC 8/22/24 2.00
SANTA ANA COLLEGE LI RANCHO SANTIAGO COMMUNIT PARKING FOR TRAINING PRC 8/22/24 2.00
SANTA ANA COLLEGE LI RANCHO SANTIAGO COMMUNIT PARKING FOR TRAINING PRC 8/22/24 2.00
SHERATON SHERATON GATEWAY LOS ANG SLI LODGING FOR PAUL HERN 8/22/24 618.39
SMART & FINAL REFRESHMENTS - PEER SUPPORT 8/22/24 81.89
SOUTHWEST AIRLINES TRAVEL FOR SCANLON AND HIRSH PRC T3242 8/22/24 270.96
SOUTHWEST AIRLINES TRAVEL FOR TRAINING FOR HIRSH AND SCANLON PRC T324 8/22/24 270.96
STARBUCKS REFRESHMENTS - PEER SUPPORT 8/22/24 22.00
THE ENGRAVING STORE CARRY-IN / ENGRAVING 8/22/24 50.00
Total for Department 12,227.06
Purchase Card Total 41,984.95
GRAND TOTAL 3,873,857.43
11/11Page 174 of 310
AGENDA REPORT
Department: Engineering & Public Works
Prepared by: Stephen Manganiello, Director of Engineering & Public Works
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
POLICY105 REQUEST- Presentation on National City Urban Forest Management Plan
RECOMMENDATION:
Receive Presentation and Provide Direction to Staff.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
At the City Council Meeting held on Tuesday, January 21, 2025, Councilmember Rodriguez
submitted a Policy 105 Request asking for updates pertaining to the National City Urban Forest
Management Plan, with the highlight of where the City is in reaching the outlined goals and
expectations. Council consensus was received to direct staff to return with a presentation.
FINANCIAL STATEMENT:
N/A
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Health, Environment, and Sustainability
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBIT:
Exhibit A - Presentation
Page 175 of 310
March 4, 2025
NATIONAL CITY URBAN FOREST
MANAGEMENT PLAN
Page 176 of 310
OVERVIEW
2
National City’s Urban Forest Management
Plan (UFMP) documents and evaluates
the City’s urban forest and provides
recommendations for achieving the
following goals:
1)Optimize and sustain the City’s
urban forest to provide increased
economic, environmental and
societal benefits
2)Enhance the community’s
understanding of the importance of
trees and the benefits they provide
3)Develop a comprehensive urban
forestry program with the needed
resources to manage and sustain a
healthy urban forest https://www.nationalcityca.gov/government/engineering-
public-works/public-works/tree-trimming
Page 177 of 310
CONTENTS
3
•Inventory
•Evaluation
•Community Engagement
•Recommendations and Best Practices
•Monitoring Plan
2016 Inventory ~ 9,400 Trees
2016 Canopy Coverage – 18%
(exceeds goal of 15% set by
American Forests)
Page 178 of 310
COMMUNITY ENGAGEMENT
4 Page 179 of 310
MONITORING PLAN
5 Page 180 of 310
TREE PRESERVATION ORDINANCE
6
13.18.010 - Purpose
C.Preserve and grow the city's canopy cover by protecting city trees and expanding the
protection of city trees on public property.
D.Safeguard the city's urban forest by providing for the regulation of the protection, planting,
maintenance, and removal of trees in the city.
E.Protect the visual and aesthetic character of the city.
F.Improve and enhance property values by conserving and adding to the distinctive and unique
aesthetic character of the many areas of the city.
G.Improve the quality of life for residents, visitors and wildlife.
H.Maintain and enhance the general health, safety and welfare of the city and its residents by
assisting in counteracting air pollution and in minimizing soil erosion and other related
environmental damage.
Page 181 of 310
TREE INVENTORY (2024)
7 Page 182 of 310
TREE INVENTORY (2024)
8
Vacant Planting Sites – 1,707 Recommended Tree Removals – 428
Page 183 of 310
TREE MAINTENANCE
9
•Trees Trimmed (2016-2024) – 18,166
•Trees Planted (2016-2024) – 1,352
•Trees Removed (2016-2024) – 1,052
Page 184 of 310
TREE MAINTENANCE
1
0
Page 185 of 310
TREE MAINTENANCE
11
Partnership with West Coast Arborists, Inc. (WCA)
WCA employees are members of Local 89
Page 186 of 310
TREE MAINTENANCE
12
Partnership with West Coast Arborists, Inc. (WCA)
Page 187 of 310
Next Steps
Secure Funding for:
•New Tree Inventory
•New Tree Plantings & Establishment
•Tree Maintenance
Page 188 of 310
AGENDA REPORT
Department: Engineering & Public Works
Prepared by: Ricardo Rodriguez, Assistant Engineer-Civil
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Report on Sewer Rate Study and Proposed Rate Increase.
RECOMMENDATION:
Adopt a Resolution Entitled: “Resolution of the City Council of the City of National City, California,
1) Accepting the Sewer Rate Study; 2) Approving Revisions to Policy No. 201, Maintenance of
Reserve Funds; and 3) Scheduling a Public Hearing and Directing Staff to Mail Out a Notice of
Public Hearing as Required by Proposition 218.”
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
The City of National City provides wastewater service to more than 17,000 customers within the
incorporated area of the City. The City owns and operates approximately 100 miles of sewer
pipeline, 2,000 manholes, and 2 lift stations. With this municipal sewer system, the City collects
and conveys wastewater flows originating from residential and commercial properties within the
City, and connects to the City of San Diego Metropolitan Wastewater System (Metro) to ultimately
arrive at San Diego’s Point Loma Treatment Plant for treatment and disposal. The City endeavors
to operate the sewage system in a safe and efficient manner while meeting the needs of its
customers as well as all State and Federal regulatory requirements. These include, but are not
limited to, State Wastewater Discharge Requirements (WDRs), imposed by the California State
Water Resources Control Board (SWRCB), and others by the U.S. Environmental Protection
Agency (US EPA). Complying with these regulations and resulting mandates creates a large
share of the cost burden on the City’s system.
In order to confirm that the revenue received by the City in the form of sewer service charges is
sufficient to cover the cost of operation and capital improvements, as well as meet the target
reserve level, on a regular basis it must evaluate the need to increase rates by conducting a
Sewer Rate Study. Pursuant to Proposition 218, the City must hold a Public Hearing to receive
input as it considers a rate adjustment for sewer service charges to National City residences and
businesses. The Notice of Public Hearing is included as Exhibit A.
On December 19, 2017, the City Council adopted Ordinance No. 2017-2442, following the
Proposition 218 process, establishing sewer service charges for 5 years from Fiscal Year (FY)
2018 (2017-2018) through FY 2023. The service charges included increases of 9.8% for each of
those years with the anticipation that the financial picture of the wastewater system for the City
would stabilize during that time. The actual revenues received from the projected rates matched
the model well and costs experienced during this time were also similar. The City Council then
adopted Ordinance No. 2023-2521 on June 6, 2023, which amended Ordinance No. 2017-2442
Page 189 of 310
and maintained the sewer service charges at the same level with no increase for FY 2024 and FY
2025. This was done via a public hearing without Prop. 218 noticing since there were no
increases adopted.
In the Fall of 2024, the City hired Ardurra Group, Inc. (Ardurra) as a subconsultant to Anser
Advisory to complete a full Sewer Rate Study report through a review of expected revenue and
expenditures for the next five fiscal years. Ardurra completed the assessment and the full report
is included in Exhibit B. Further background on the City’s agreement with Metro for treatment and
disposal is provided there.
The report identified the following key elements based on system needs that impact the analysis
and determination of rates:
1. While the City’s current reserves may seem high compared to required reserve levels, the
City has many costs that will occur over the next few years. They include some items that
have certainty in cost and some for which the final fiscal impact is still unknown, such as:
a. Final Audited and true up Metro costs for the past 4 years have not yet been completed
while the actual known costs of the Pure Water Phase I have increased.
b. The final negotiations of the Second Amended and Restated Metro agreement have not
happened and thus the final costs due to Phase I Pure Water Program and the offloading
of the system from the East County Joint Power Authority’s Advanced Purified Water
program are not yet known. Pure Water Phase 2 is just beginning the planning phase
and final costs are uncertain.
c. Final Metro costs for several of their sewer spills over the past 2 years have not yet been
negotiated and finalized.
2. Inflation is affecting the City’s Capital Improvement Program (CIP) costs. Construction costs
are still vastly outpacing inflation.
3. Significant CIPs have been identified through recent sewer system modeling and
investigation.
4. The City is undertaking a comprehensive CCTV evaluation of the pipes in the system. This
may identify other improvements needed in the aging system.
5. Small rate increases will help revenue keep up with inflation while a focus on CIP projects
will draw down reserves.
6. Government Code 53756 allows an agency providing water, wastewater, sewer, or refuse
collection service to adopt a schedule of fees or charges authorizing automatic adjustments
that pass-through increases in wholesale charges for water, sewage treatment, or
wastewater treatment or adjustments for inflation. Given the uncertainty of the costs to be
incurred from the City of San Diego, adopting a pass-through ordinance as part of the rates
is recommended. This allows an adjustment if the costs from Metro are more than what is
currently anticipated.
While no significant changes have occurred in the flow characteristics and distribution of flows or
billing classifications in the past 7 years, some minor changes have occurred. It has been
determined that mobile home rates should not increase as much as single family rates as their
water use has dropped more than for single family properties, and commercial rates should be
increased more than residential rates to keep the proportion of the fees appropriate over time due
to the increased costs of treatment for the effluent generated by commercial properties.
The City’s sewer utility was evaluated on a ‘stand-alone’ basis, meaning that no subsidies by
other City funds occur in order to cover the costs of running the system. By viewing the utility on
a stand-alone basis, the need to adequately fund both operations and maintenance (O&M) and
CIP must be balanced against the rate impacts on utility customers. The sewer system utility does
pay other departments for shared resources that provide administrative support.
Page 190 of 310
The City is still developing the details of the five-year CIP, but the estimates included in the rate
study are based upon existing information with a projection for future needs.
The largest component of the City of National City’s revenue requirement is the cost associated
with transportation, treatment and disposal of the City’s wastewater by the Metro facilities. A
summary of the projected City collection system O&M, CIP and Metro expenses compared to
proposed sewer rates is included in the rate study and summarized in the charts below.
Based on cost of service and projected revenue requirements, the City proposes new sewer
service charges. The following table shows the recommended monthly and unit charges in dollars
and compares them to existing charges:
Annual Sewer Service Charges for FY 2025-2026 to FY 2029-2030
*Commercial properties have an annual minimum charge which is equivalent to the mobile home
annual charge. Duplexes or a single ADU with a single family on a property are charged one
single family rate and one multi-family rate.
The recommended rate increases, on a percentage basis, are as follows:
Page 191 of 310
The following chart presents a long-term forecast of revenues versus expenditures and reserves.
The intent is to provide the potential financial picture of the Sewer Service Fund over the next 10
years based upon the inclusion of proposed sewer rate increases (revenues), total expenses, and
operational & Capital Reserves. The rate study is only for five years, but it shows the need to
have the rates gradually increased while reserves are drawn down, otherwise the rate increases
would be substantial in future years to catch up. The forecast in the second five-year period is
with rates and inflation generally being consistent, but show a matching of the cash reserves and
the reserve targets with reduced system CIP needs.
This analysis recommends minor changes to the City’s current reserve Policy No. 201,
Maintenance of Reserve Funds, last amended May 4, 2021, that apply to the sewer fund of which
there are five elements. A redline of the full policy is included as Exhibit C, an excerpt of which
is shown here:
1. Sewer Service Fund Operations/Cash Flow Reserve: an amount equal to between
twenty-five percent (25%) and at least 50% of a single year’s budgeted Sewer Service Fund
operating expenditures.
2. Sewer Service Fund Metro Cash Flow Reserve: An amount equal to the City’s estimated
portion of the projected cash needs for capital costs of the San Diego Metropolitan
Sewerage’s wastewater treatment program. This amount is assumed to be $850,000 for
fiscal years 2025-26 through 2029-30.
3. Sewer Service Fund Emergency/Natural Disaster Reserve: An amount equal to a
minimum of 15% of a single year’s budgeted Sewer Service Fund Operating expenditures,
including both operational and capital improvement program costs.
4. Sewer Service Fund Capital Replacement Reserve: An amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user fees.
5. Sewer Service Fund Capital Expansion Reserve: An amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user fees.
The recommended change to the Operations/Cash Flow reserve is due to the City’s billing for
sewer fees on the tax roll and so the majority of the City’s revenues are received in a 6-month
period, therefore, 6 months of operational costs should be in place at all times as a minimum.
The following chart represents a monthly sewer rate comparison for other Participating Agencies
of the San Diego Metro system before and after the FYE2026 proposed rate increase. With the
rate increase for FYE2026, National City would still be among the lowest sewer rates.
Page 192 of 310
In summary, staff recommends that Council accept and file the Study, approve revisions to Policy
201, and direct the release of the Notice of Public Hearing in consideration of the proposed rates.
FINANCIAL STATEMENT:
Increasing the existing sewer fees for Fiscal Years 2025-2026 to 2029-2030 will maintain the
reserve levels set by the City Council and allow for the ongoing maintenance, operation, and
repair/replacement of the sewer system.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Transportation Choices and Infrastructure
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – Notice of Public Hearing
Exhibit B – Sewer Rate Study
Exhibit C – City Council Policy 201 Redline
Exhibit D – Resolution
Page 193 of 310
Engineering & Public Works Department
1243 National City Boulevard, National City, CA 91950
619/336-4380 www.nationalcityca.gov
NOTICE OF PUBLIC HEARING
To Consider Proposed adjustments to Sewer Service Charges
Tuesday, May 6, 2025, 6:00 p.m.
Proposition 218
Pursuant to Article XIIID of the California Constitution and the Proposition 218 Omnibus
Implementation, the City of National City (“City”) hereby gives notice that a public hearing will be
held on May 6, 2025 at 6:00 PM, or as soon as possible thereafter as the matter can be heard,
at the regularly scheduled City Council meeting. The public hearing will be held in the Council
Chamber of City Hall, located at 1243 National City Boulevard, National City, California, 91950.
Upon conclusion of the public hearing, the City Council will consider a proposed increase to the
rates the City charges for sewer service for Fiscal Years 2025/26 through 2029/30. If approved,
the rate adjustment will become effective on customers’ 2025/26 property tax bills. For more
detailed information on how the sewer rates were calculated, copies of the Ardurra rate study
analysis (see below) are available at http://www.nationaIcitvca.gov/engneerinpublic-
works/engineering-division/sewer-service or at the Engineering/Public Works Department,
located at 1243 National City Boulevard, National City, California, 91950, Telephone No. (619)-
336-4380.
Reason for Proposed Rate Increase
The City is provided wastewater treatment and disposal services by the City of San Diego’s
Metropolitan Wastewater System (“Metro”). The proposed rate adjustments will allow the City to
collect sufficient revenue so the City may continue providing sewer service to customers in the
face of sharply increasing operating costs from Metro. The proposed rate adjustments will also
enable the City to pay for capital improvements that are essential for operating the sewer
system in a safe and financially prudent manner. The City’s system is aging and requires more
extensive maintenance. Revenues derived from the City’s sewer service charges, and any
adopted adjustments described in this notice, will be used solely for the actual and necessary
expenses of providing sewer service to customers. The City is prohibited by law from making a
profit on sewer service.
The City elected to conduct a comprehensive review of its sewer rates for all users to ensure
the long-term stability of its sewer services. The new proposed rate increases are based on a
January 28, 2025 rate study titled "City of National City Sewer Rate Study” (the “Study”)
conducted by Ardurra, a well-respected engineering and consulting firm. Ardurra considered all
sewer-related factors described in this notice, in addition to other, more specific information
described in the Study, in conducting their sewer rate analysis. The Study’s underlying rate
methodology will be discussed in more detail at the public hearing.
Protest Procedure
The property owner of record or tenant of the property may file a written protest to the proposed
rate adjustment. Property owners or tenants do not have to attend the public hearing in order to
file a protest. Protests may be mailed to: City Clerk, 1243 National City Boulevard, National City,
Page 194 of 310
Engineering & Public Works Department
1243 National City Boulevard, National City, CA 91950
619/336-4380 www.nationalcityca.gov
California 91950. If protesting by mail, please write on the front of the envelope that the
enclosed letter of protest is for the proposed sewer rate adjustments. AII protests must be
received before the close of the public comment portion of the public hearing on May 6, 2025.
Any protests received after that date and time, even if postmarked on or prior to that date, will
not be counted.
The protest must be signed by the property owner(s) or tenant(s). Because an original signature
is required, any protest received via e-mail, fax, or other electronic means will not be accepted.
Similarly, protests with copies of signatures will not be counted. Oral comments do not qualify
as a protest, unless accompanied by a written protest. While both property owners and tenants
of a property may attend the public hearing, only one valid protest per parcel will be counted.
In order to be counted, each protest must contain the following:
1. State that the property owner of record is opposed to the proposed rate increase.
2. Identify the location of the parcel by street address, assessor’s parcel number (APN)
listed on the address label of your envelope, or City account number.
3. Provide the printed name and original signature of the property owner or tenant
submitting the protest.
4. If you wish to protest and you own multiple properties, you may file one valid protest for
each parcel that you own. Only one protest will be counted per parcel. For example, if
you own five parcels and you wish to file protests for each of your properties, you must
file five separate protests.
5. If you wish to protest and your parcel is owned by more than one person, or by a
corporation or other legal entity, you may only file one protest for that parcel. Proper
documentation must be provided showing that the person who signs the protest has the
authority to sign on behalf of the other owners, corporation, or legal entity.
6. If the name of the property owner was not shown on San Diego County's last equalized
assessment roll as the owner of record, you must provide the City with a certified copy of
a recorded deed.
Individuals with disabilities who require reasonable accommodation under the Americans with
Disabilities Act in order to participate in the public hearing should contact the City Clerk’s Office
as far in advance of the public hearing as possible.
Proposed Increases
The City last adjusted sewer service charges in FY 2017 for a five year period ending in FY
2023. The Study showed that, over the next five years, current sewer service revenues will not
meet the increasing cost of City operating and capital expenses. The City’s system of sewer
service charges meets regulatory and industry standards, and the current rate schedule reflects
the proper elements of a cost-of-service-based rate structure. No structural changes to the
current system of charges will be made, but rate increases are different for different customer
classes to maintain the correct balance of the cost-of-service.
Based upon the Study, rate increases will be considered for each of the City’s four distinct
sewer customer groups: (1) single-family residential; (2) multi-family; (3) mobile home parks;
and (4) commercial/industrial. The City maintains a specific sewer charge formula for each of
Page 195 of 310
Engineering & Public Works Department
1243 National City Boulevard, National City, CA 91950
619/336-4380 www.nationalcityca.gov
these four customer groups. Single family, multi-family, and mobile home customers are billed
flat rates based on a system of equivalent dwelling units established for each of these three
customer groups. Commercial/industrial users are placed into one of five rate categories based
on (1) their respective sewage strengths, and (2) 90% of the users’ total water usage from the
prior year.
The following rate table contains the recommended sewer service charges that the City Council
will consider for adoption at the public hearing:
*Commercial properties have an annual minimum charge which is equivalent to the mobile
home annual charge. Duplexes or a single ADU with a single family on a property are charged
one single family rate and one multi-family rate.
Pass-Through Costs
The above-proposed rate table is based, in part, on projections provided by Metro, which
provides treatment for all of the City’s sewage. State law allows the City to pass through to
customers any increases to wholesale treatment costs that exceed the budgeted amounts for
those services in the rate study. In the event of any adopted increase of such wholesale costs,
the City may automatically adjust the rate table above and will provide customers at least 30
days’ notice before the effective date of any adjustment.
If you have any questions about this process, or this notice in general, please contact the
Engineering / Public Works Department at (619)-336-4380.
EXISTING
2024-
2025
2025-
2026 2026-2027
2027-
2028
2028-
2029
2029-
2030
Residential: $ Per Month
Single Family 51.18$ 52.72$ 54.30$ 55.93$ 57.60$ 59.33$
Multi-family/Condo 39.92$ 41.12$ 42.35$ 43.62$ 44.93$ 46.28$
Mobile Homes 31.22$ 31.53$ 31.85$ 32.17$ 32.49$ 32.81$
Non-Residential: $ Per HCF
Commercial - Low 5.25$ 5.67$ 6.12$ 6.61$ 7.14$ 7.71$
Commercial - Medium Low 5.66$ 6.06$ 6.48$ 6.93$ 7.42$ 7.94$
Commercial - Medium 6.80$ 7.28$ 7.79$ 8.33$ 8.91$ 9.54$
Commercial - Medium High 7.95$ 8.43$ 8.93$ 9.47$ 10.04$ 10.64$
Commercial - High 9.88$ 10.42$ 11.00$ 11.60$ 12.24$ 12.91$
Page 196 of 310
City of National City
Sewer Rate Study
January 2025
Submitted to:
City of National City
1243 National City Boulevard
National City, CA 91950-4301
Submitted By:
Ardurra
9665 Chesapeake Drive, Suite 230
San Diego, CA 92123
858.842.6978 Page 197 of 310
Table of Contents
i
Table of Contents
Table of Contents .......................................................................................................................... i
Appendicies ................................................................................................................................. ii
List of Abbreviations .................................................................................................................... iii
Section 1 EXECUTIVE SUMMARY ......................................................................................... 1-1
1.1 FINDINGS ....................................................................................................... 1-1
1.2 RECOMMENDATIONS .................................................................................. 1-3
Section 2 INTRODUCTION ................................................................................. 2-1
2.1 BACKGROUND: CITY OF NATIONAL CITY .................................................. 2-1
2.2 BACKGROUND: CITY OF SAN DIEGO METROPOLITAN SEWAGE
TREATMENT SYSTEM ...................................................................................... 2-2
2.3 RATE STUDY SUMMARY ................................................................................ 2-3
Section 3 WASTEWATER RATE STUDY................................................................. 3-1
3.1 OVERVIEW OF THE SEWER SERVICE CHARGE UPDATE PROCESS ............ 3-1
List of Figures
Figure 1-1 National City Annual Sources and Uses of Funds vs Cash Reserve and Reserve
Targets ......................................................................................................................... 1-3
Figure 1-2 Metro Member Agencies Sewer Rates Comparison ................................................ 1-5
Figure 2-1 Sewer Rate Comparison for Participating Agencies in San Diego Metro System. 2-3
Figure 3-1 Overview of the Comprehensive Rate Study Analysis .............................................. 3-1
Figure 3-2 Major Cost Components of City of National City's FY 2026 Revenue Requirements
...................................................................................................................................... 3-3
Figure 3-3 National City Annual Sources and Uses of Funds vs Cash Reserve and Reserve
Targets ......................................................................................................................... 3-5
Figure 3-4 Components of FY 2026 Single Family Monthly Rate ................................................ 3-8
Figure 3-5 Metro Member Agencies Sewer Rate Comparison .................................................. 3-9
List of Tables
Table 1-1 Sewer Service Fund Long Range Plan without Revenue Adjustments (Status Quo)
...................................................................................................................................... 1-2
Table 1-2 Recommended Annual Revenue Adjustment .......................................................... 1-3
Table 1-3 Sewer Service Fund Long Range Plan with Recommended Revenue Adjustment
..................................................................................................................................... .1-4
Table 1-4 Recommended Annual Sewer Service Charges ...................................................... 1-4
Table 3-1 City of National City Revenue Requirements ............................................................ 3-2
Table 3-2 City of National City Long Range Financial Plan ...................................................... 3-4
Table 3-3 Summary of Current Users and Estimated Sewer Flow .............................................. 3-5
Table 3-4 Proposed Percentage Increase in rates…………………………………………………3-7
Page 198 of 310
Table of Contents
ii
Table 3-5 Comparison of Current Versus Proposed Sewer User Rates ..................................... 3-8
Appendices
Appendix A Rate Model
Page 199 of 310
iii
List of Abbreviations
AWWA American Water Works Association
BMP Best Management Practices as Prescribed by the State of California
BOD Biochemical Oxygen Demand – A Measure of Sewage Strength
CCTV Closed-Circuit Television
CIP Capital Improvement Program or Plan
EDU Equivalent Dwelling Unit
ENR-CCI Engineering News Record Construction Cost Index
FY Fiscal Year Ending June 30
FYE Fiscal Year Ending June 30
GPD Gallons per Day
HCF Hundred Cubic Feet
Metro City of San Diego Metropolitan Wastewater System
mg/l Milligrams per Liter
O&M Operations and Maintenance
PA Participating Agency in the San Diego Metro System
TSS Total Suspended Solids – A Measure of Sewage Strength
US EPA U.S. Environmental Protection Agency
Page 200 of 310
Section 1 – Executive Summary
1-1
Section 1
EXECUTIVE SUMMARY
This report was prepared for the City of National City (City) to document the development
of a wastewater multi-year financial plan, cost of service analysis, and rate design for the
City (rate case). The specific goals of the study were to:
Evaluate the adequacy of projected revenues under existing sewer service
charges to meet projected revenue requirements;
Develop a wastewater cost of service and rate model for the City covering a five-
year study (Fiscal Year 2025-2026 (FY 2026) through Fiscal Year 2029-2030 (FY2030))
period for both ongoing operations and planned capital improvements;
Allocate the projected fiscal years revenue requirements to the various customer
classes in accordance with the proportionate share of their wastewater
contributions;
Develop a five-year sewer service charge program that produces revenues
adequate to meet financial needs of the City for both their required funding of the
transportation & treatment of wastewater by the City of San Diego’s Metropolitan
Wastewater System (Metro) including the city’ share of the Pure Water Program
and the City’s operations and capital needs, while recognizing customer costs of
service, and local and state legal and policy considerations such as California
Constitution Articles XIII C and D (Proposition 218), and Proposition 26; and
Recommend appropriate reserve levels for operations and capital needs
1.1 FINDINGS
During the course of our analysis in relation to the specific goals of the study we made the
following findings:
1. The City of National City last adjusted the sewer service charges in FY 2017.
2. Wastewater service charge revenues at current levels will not be sufficient over the
next five years to meet the increasing cost of City operating and capital expenses
without negatively affecting fund balance levels1. Table 1-1 on the next page
illustrates the projected financial picture without recommended sewer service
charge adjustments. While the fund has reserves, the costs of services are rising and
_________________________
1 The term “fund balance” refers to the remaining amounts available after short-term liabilities (monies owed)
are paid off with the agency’s available cash and other financial resources (such as receivables). The fund
balance includes reserved and unreserved components. For the purposes of this Study, this term refers to
“available cash excluding reserved monies” and the term “fund” refers to the account in which monies reside
for operating or capital expenditures, specifically known as the Sewer Service Fund.
Page 201 of 310
Section 1 – Executive Summary
1-2
large increases to rates would be necessary in the future if incremental increases
are not enacted now. Furthermore, with the capital projects anticipated to be
constructed in the coming years, the reserve balance would fall below the target
level by FY 2030.
Table 1-1 – Sewer Service Fund Long Range Plan without Revenue Adjustments (Status
Quo)
3. The City’s formal reserve policy for their operations or capital funds should be
updated.
4. The City currently does not have a mechanism to pass through wholesale
treatment costs from the City of San Diego to customers should those costs rise
beyond projections in the cost of service model, or beyond future year projections.
5. The City has an adequate system of sewer service charges to meet regulatory and
industry standards, and their current rate schedule reflect the proper elements of a
cost of service based rate structure. Thus, we are not recommending any structural
changes to the current system of charges, but the increases are not equivalent
across customer classes.
6. The City’s capacity charge for new development has not been updated in many
years. The City will be evaluating and determining how those charges should
change as a separate process in the near future.
Page 202 of 310
Section 1 – Executive Summary
1-3
1.2 RECOMMENDATIONS
The following lists Ardurra’s recommendations to address the findings listed above:
1. Per the cost-of-service analysis contained within this report, Ardurra recommends City
wastewater service charges be adjusted to reflect current costs of providing sewer
service to customers within the City. This recommendation includes adjusting total
revenue from rates in FY 2026 and ending in FY 2030 as shown in Table 1-2. Based on
the cost-of-service analysis, revenue adjustments per customer class do vary.
Table 1-2 – Recommended Annual Revenue Adjustment
Should the City approve these rate adjustments, the projected financial picture of the City
will draw down reserves, while increasing user fees at a nominal rate. While FY 2030 is
nominally under target for the fund balance, a 10 year look forward has the fund only dipping
below the balance for just the one year and the City should monitor both revenue and
expenditures over the study period to assure it stays on track. This is presented in graphic
format with Figure 1-1 and all of the detailed numbers in 1-3. Figure 1-1 includes projections to
2035 showing the projections stabilize with these increases. However, any projection beyond 5
years includes many assumptions that may or may not be accurate.
Figure 1-1 National City Annual Sources and Uses of Funds vs. Cash Reserves and Reserves
Targets
Page 203 of 310
Section 1 – Executive Summary
1-4
Table 1-3 - Sewer Service Fund Long Range Plan with Recommended Revenue Adjustments
2. Based on cost of service and projected revenue requirements the City should adopt
the following sewer service charges. Table 1-4 shows the proposed sewer charges for
FY 2026 through FY 2030 and compares them to existing charges.
Table 1-4: Recommended Annual Sewer Service Charges
Page 204 of 310
Section 1 – Executive Summary
1-5
Figure 1-2 summarizes all San Diego Metro Member Agencies comparative sewer user
rates based on 7 HCF of water usage/sewer flow and a residential monthly base fee. It
should be noted that the rates shown are those effective January 1, 2025, based upon
readily available information. The figure also includes the City’s current monthly rate as
well as the proposed FY 2026 rate of $52.72 per EDU per month. The City’s first proposed
rate adjustment will not begin until July 1, 2025. Many agencies are in the process of
updating their current rate cases. Even with the proposed 5-year rate adjustments
National City will still enjoy some of the lowest rates among the users of the San Diego
Metro System. The proposed FY 2026 single family rate will be as low as $52.72 which is 15%
lower than the existing (FY 2025) average Metro member agency rate of $62.21.
Figure 1-2 Metro Member Agencies Sewer Rates Comparison
3. The City’s reserve policy generally protects the financial integrity of their sewer service
fund. The following minor changes are recommended (shown below as strike-through
for deletion and underlined for additions):
Sewer Service Fund Operations/Cash Flow Reserve: Between 25& At least 50% of a single
year’s budgeted Sewer Service Fund Operating Expenditures.
Sewer Service Fund Metro Cash Flow Reserve: an amount equal to the City’s estimated
portion of the projected cash needs for capital costs of the San Diego Metropolitan
Sewerage’s Wastewater Treatment Program. This amount is assumed to be $850,000 for
fiscal year 2025-26 through fiscal year 2029-30
Page 205 of 310
Section 1 – Executive Summary
1-6
Sewer Service Fund Emergency/Natural Disaster Reserve: an amount equal to a minimum
of 15% of a single year’s budgeted Sewer Service Fund Operating expenditures, including
both operational and capital improvement program costs.
Sewer Service Fund Capital Replacement Reserve: an amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user fees.
Sewer Service Fund Capital Expansion Reserve: an amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user
fees.
4. Ardurra recommends that the City provide a provision to give the City the ability to
pass through City of San Diego wholesale transportation, treatment, and disposal
costs to customers should those costs rise beyond projections in the cost-of-service
model or beyond what the City notices to customers at time of rate implementation.
This action would obviate the need for the City to conduct another Proposition 218
mailed 45-day notice and public hearing requirement. The authority to provide this
provision is located in California Government Code Section 53756. Specifically, the
Government Code reads as follows:
An agency providing water, wastewater, sewer, or refuse collection service may adopt a
schedule of fees or charges authorizing automatic adjustments that pass-through
increases in wholesale charges for water, sewage treatment, or wastewater treatment or
adjustments for inflation, if it complies with all of the following:
(a) It adopts the schedule of fees or charges for a property-related service for a period not
to exceed five years pursuant to Section 53755.
(b) The schedule of fees or charges may include a schedule of adjustments, including a
clearly defined formula for adjusting for inflation. Any inflation adjustment to a fee or
charge for a property-related service shall not exceed the cost of providing that service.
(c) The schedule of fees or charges for an agency that purchases wholesale water,
sewage treatment, or wastewater treatment from a public agency may provide for
automatic adjustments that pass through the adopted increases or decreases in the
wholesale charges for water, sewage treatment, or wastewater treatment established by
the other agency
Page 206 of 310
Section 2 – Introduction
2-1
Section 2
INTRODUCTION
This study (Study) takes a long-range planning approach to establishing wastewater
service charges and fees. A discussion of the long-range plan and recommended sewer
charge and fee adjustments are included in the following section of this report. The
analyses contained herein include operation and maintenance (O&M) costs, City of San
Diego Metropolitan Wastewater Department (Metro) transportation, treatment and
disposal costs, reserve levels, and identified capital improvement projects (CIP). To that
end, the Study examines the revenues generated by the City and makes
recommendations for revenue adjustments, as needed. The City retained NV5 in 2017 to
update a wastewater cost of service study previously developed by PBS&J in FY 2003. Ms.
Carmen Kasner supported this effort and in FY2023 she completed a minor update to the
study to confirm that holding the rates flat for two years through FY2025 was appropriate.
For purposes of this report, the study period is the fiscal years beginning July 1, 2025, and
ending June 30, 2030. Unless otherwise noted, references in this report to a specific year
are for the City’s fiscal year ending June 30. To avoid confusion between calendar and
fiscal years, the term FY refers to the year beginning July 1 and ending June 30. Presented
herein are the results of a Study of the City’s projected revenues, revenue requirements,
cost of service, and rates for service.
2.1 BACKGROUND: CITY OF NATIONAL CITY
The City provides wastewater service to approximately 17,000 customers within the
incorporated area of the City of National City. It owns and operates approximately 100
miles of pipeline, 2,000 manholes, and 2 lift stations. The collection, treatment, and
disposal of wastewater in an environmentally safe and efficient manner promote healthy
communities and increase the quality of life for local residents.
The City is responsible for collecting wastewater flows originating within the City and
conveying the collected flows to the City of San Diego’s Point Loma Treatment Plant for
treatment and disposal. The City’s primary goals are operating the sewerage system
safely and efficiently while meeting the needs of their customers.
To meet these goals, the City undertakes routine cleaning, inspections, and repairs and
rehabilitates its facilities as needed. The wastewater system operates in an area subject to
strict regulatory oversight by Federal and State agencies such as the U.S. Environmental
Protection Agency (US EPA) and the California State Water Resources Control Board
(SWRCB). The City must comply with a multitude of laws including, but not limited to, State
Wastewater Discharge Requirements (WDRs). Complying with these regulations and
resulting mandates contributes to a large share of the cost burden on the City’s system.
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Section 2 – Introduction
2-2
The City completed a Wastewater Master Plan in 2017 which will be updated in the near
future, this plan identified numerous projects to upgrade the system. Recently the City has
begun a more aggressive CCTV program to identify improvements. Based upon early
results of about 10% of the system, numerous improvements are necessary. Due to these
identified issues and significant increases in construction costs an average of $6 million per
year for the next 3 years and then $5 million and $4 million for the following years are
proposed for required rehabilitation and expansion projects. These annual projected
capital improvement costs (CIP) are incorporated into this Study and form the basis for the
City’s annual capital requirements.
2.2 BACKGROUND: CITY OF SAN DIEGO METROPOLITAN SEWAGE
TREATMENT SYSTEM
The City of National City is one of thirteen participating agencies (PAs) who send their
wastewater to the City of San Diego Metropolitan Sewage Treatment System (Metro) for
treatment and disposal. Along with the other PAs the City entered into the Regional
Disposal Agreement with San Diego in 1998. Due to positive financial negotiations with San
Diego since that time and especially the establishment of the “Administrative Protocol on
Allocation of Operating Reserves and Debt Service Coverage” during FY 2010 the City has
enjoyed stable annual billings for the last 8 years from the City of San Diego. However, in
2015 the City of San Diego initiated a multi-billion-dollar public works project entitled the
Pure Water Program which will provide the double benefit of “secondary equivalency” to
San Diego’s wastewater customers including National City as well as a significant new
potable water supply for the City of San Diego.
This resulted in a Major amendment to the Regional Disposal agreement approved in 2018
but that amendment left many elements to further discussion and negotiations. Since that
time, the City is well underway with construction of their Pure Water Program and the East
County Joint Powers Authority has begun construction on their Advanced Purified Water
Project. For the past 6 years, discussions and negotiations on those open-ended items has
progressed and the City of San Diego and Metro members appear to be coming close to
a final Draft of a Second Amended and Restated Agreement.
A five-year projection of Metro costs for the City were received from the City of San Diego
in December of 2024 but do not include some uncertainties because there are still many
unknown final costs. The projections received do not include costs for the spills in the
system during rain events in the past two winters, the final costs for upgrades to the large
Metro Pumpstations 1&2 that were conditions of a spill from four years ago, the final rate
methodology for the Second Amended and Restated Metro Agreement (SARA) that is still
being negotiated, Costs for Pure Water Phase II, nor do they include final audited costs for
the past three Fiscal Years. The City of San Diego recommends that each agency have a
pass-through provision in their rates due to these uncertainties at the moment.
Page 208 of 310
Section 2 – Introduction
2-3
2.3 RATE STUDY SUMMARY
The City of National City customers enjoy some of the lowest sewer service charges in the
Metro System as shown in Figure 2-1 and have for many years. The City last adjusted
sewer service charges in FY 2023 and held them flat for the past two years. the FY 2025
charge is 15% lower than the average Metro PA rate of $62.21 per month. However, the
City’s increased internal CIP requirements and the costs associated with Metro require
that the City adjust their sewer rates for the next five years.
The rate study assumed 3% inflation for all expenses except Metro for the rate study
period.
Figure 2-1 Sewer Rate Comparison for Participating Agencies in San Diego Metro System
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Section 3 – Wastewater Rate Study
3-1
Section 3
WASTEWATER RATE STUDY
3.1 OVERVIEW OF THE SEWER SERVICE CHARGE UPDATE PROCESS
A comprehensive rate study typically utilizes three interrelated analyses to address the
adequacy and equity of the utility’s rates. These three analyses are a revenue
requirement analysis, a cost-of-service analysis, and a rate design analysis. The process is
illustrated in Figure 3 -1.
Figure 3-1 Overview of the Comprehensive Rate Study Analysis
The City’s sewer utility was evaluated on a “stand-alone” basis. That is, no subsidies
between the utility or other City funds occur. By viewing the utility on a stand-alone basis,
the need to adequately fund both operations and maintenance (O&M) and capital
infrastructure (CIP) must be balanced against the rate impacts on utility customers.
A detailed and comprehensive process was used to review the City’s rates. As a part of
the rate study process a number of on-site project meeting and conference calls were
used to review the results with City staff. From this process, final proposed rates were
developed and their development is reviewed in this section of the report. Following is a
summary of each step in the process.
Revenue Requirement Analysis
Compares the sources of funds (revenue) to
the expenses of the utility to determine the
overall rate adjustment required
Cost of Service Analysis
Allocates the revenue requirements to the
various customer classes of service in a "fair
and equitable manner
Rate Design Analysis
Considers both the level and structure of the
rate design to collect the target level of
service
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Section 3 – Wastewater Rate Study
3-2
Revenue Requirement Analysis: The revenue requirement analysis revealed that several
significant financial changes have occurred since the City’s 2023 update holding rates
flat. The significant changes are:
The current CIP needs of the City have increased due to construction cost
increases, additional CCTV and inspection. The age of the city’s system and some
densification requiring some upsizing. The Rate study has updated CIP costs to an
average of $6 million per year for the next 3 years and then $5 million and $4 million
for the following years. This will allow the City to draw down some of the fund
reserves and make significant progress on required rehabilitation and expansion
projects that are causing a higher risk of spills and more operational costs. These
annual projected capital improvement costs (CIP) are incorporated into this Study
and form the basis for the City’s annual capital requirements. These costs were not
included in the City’s FY 2025 adopted budget.
The construction phase of the City of San Diego’s Pure Water Program is nearly done
and during FY 2025 to FY 2030 additional Metro costs are anticipated for Phase 1 of this
program due to Audit true ups and the previously discussed SARA that is being
negotiated and other Metro system issues. The City’s portion of the Metro budget is
currently 7.4% and while the SARA draft methodology does not increase the City’s
percentage, there is still uncertainties with flows and impacts from the East county JPA
project.
The largest component of the City of National City’s revenue requirement is the costs
associated with transportation, treatment, and disposal of the City’s wastewater by
the Metro facilities, an aggressive CIP is a close second. A summary of the projected
City collection system O&M and CIP, plus San Diego Metro expenses to be included in
the City’s rate case, are included on Table 3-1.
Table 3-1: City of National City Revenue Requirements
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Section 3 – Wastewater Rate Study
3-3
Figure 3-2 shows the percentage of each of the major cost centers in the City’s rate case.
As noted, the largest component of National City’s revenue requirements (47%) will be
paid directly to the City of San Diego.
Figure 3-2 Major Cost Components of City of National City’s FY 2026 Revenue
Requirements
As a part of establishing the revenue requirement for the City’s rate case City staff
requested Ardurra consultant’s guidance in reviewing their reserve policy to financially
protect the City’s sewer service fund. At the end of FY 2024 (June 30, 2024) the City’s
sewer service fund showed a reserve cash fund balance of $26.3 million. Ardurra
consultants reviewed with City staff industry standard guidelines in establishing formal
reserve policies as well as the City’s needs for financial stability and potential exposures to
external forces which could require unplanned O&M or capital expenditures. The City’s
reserve policy is solid as it was updated in a prior rate study, but the following minor
updates are suggested (shown below as strike-through for deletion and underlined for
additions).
Sewer Service Fund Operations/Cash Flow Reserve: Between 25& At least 50% of a single
year’s budgeted Sewer Service Fund Operating Expenditures.
Sewer Service Fund Metro Cash Flow Reserve: an amount equal to the City’s estimated
portion of the projected cash needs for capital costs of the San Diego Metropolitan
Sewerage’s Wastewater Treatment Program. This amount is assumed to be $850,000 for
fiscal year 2025-26 through fiscal year 2029-30
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Section 3 – Wastewater Rate Study
3-4
Sewer Service Fund Emergency/Natural Disaster Reserve: an amount equal to a minimum
of 15% of a single year’s budgeted Sewer Service Fund Operating expenditures, including
both operational and capital improvement program costs.
Sewer Service Fund Capital Replacement Reserve: an amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user fees.
Sewer Service Fund Capital Expansion Reserve: an amount equal to between 10% &
15% of a single year’s budgeted Sewer Service Fund operating expenditures user
fees.
The final step in determining the revenue requirement for the City’s rate case was to
overlay the projected expenditures for the next five years as summarized in Table 3-1 and
the recommended reserve policy. Table 3-2 creates a long-range plan showing the use of
reserves to minimize the annual rate adjustment to per year stating in FY 2026 through FY
2030. The use/replacement of the City’s reserves is shown on Line 22. While the FYE2030
shows the fund balance slightly under the target, that target is with the maximum
percentages from the reserve policy and thus are still well within the appropriate reserve
amount. During the next 5 years there will be more clarity available from Metro and from
the City’s CCTV and planning efforts.
A detailed copy of the five-year revenue requirement is included in Appendix A to this
report.
Table 3-2: City of National City Long Range Financial Plan
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Section 3 – Wastewater Rate Study
3-5
Ardurra did look at a 10 year projection of rates and increases and assumed a similar
increase of a nominal 3% with expenses increasing at a similar rates and it shows that the
rate increase shown here will stabilize the expenditures into the future unless significant
additional Capital projects are identified or inflation and other cost factors change as
well. Any projection past 5 years includes many assumptions that may or may not be
accurate.
Figure 3-3 National City Annual Sources and Uses of Funds vs. Cash Reserves and Reserves
Targets
Cost of Service Analysis: The cost-of-service analysis revealed that several major changes
have occurred in users and use since the City’s 2017 rate study and subsequently
adopted sewer user rates. The significant changes are:
As with other communities in San Diego County and Southern California the City’s
citizens and businesses have decreased their water usage significantly since FY 2017.
This was especially the case during COVID when many businesses were closed. This
has decreased revenues from the commercial and industrial users of the City who
are billed on their annual water usage.
The City uses an equivalent dwelling unit (EDU) system of rates for their residential
users. Historically the City has used 240 gallons per day (gpd) for a single-family
residential user for billing purposes. Multi-family/condo units are considered to be 0.8
EDU and mobile home units 0.6 EDUs. These EDUs are consistent with industry
standards for EDU based user systems. However, due to the decreased water use by
residential as well as commercial/industrial users the gallons per EDU have
decreased to an estimated 220 gpd. 220 gpd is consistent with the other
Participating Agencies wastewater generation rate (in gpd) for EDUs
The City’s rate model was updated with the number of residential and commercial/
industrial users used for billing purposes on the FY 2025 tax roll. As noted above the gallons
Page 214 of 310
Section 3 – Wastewater Rate Study
3-6
for residential EDUs were revised to 220 gpd per EDU and the most recent water usage for
commercial/industrial users was included.
Table 3-3 summarizes the current number of City users and their projected sewer flows
based on the current tax roll water use data for FY 2025.
Table 3-3: Summary of Current Users and Estimated Sewer Flow
Rate Design Analysis: As part of the rate setting process a routine review of an agency’s
sewer service charge rate structure is performed. This is done to assure that the agency’s
rate structure meets industry standards as well as complies with local, State, and Federal
guidelines and regulations.
The City of National City first established their current rate structure in the mid-1990’s and it
was submitted to the State Water Resources Control Board of the State of California
(SWRCB) and the US EPA. The rate structure and the cost allocations upon which it is
based were approved by both the SWRCB and the US EPA. These principles still meet
industry standards today and follows Best Management Practices (BMP’s) established by
the State of California, and thus there are no recommended changes to the existing rate
structure.
The City uses a combination of EDU’s for residential users and water based rates for
commercial/industrial users. Single family residential users are considered to be 1 EDU, and
multi-family/condo users 0.8 EDU, and mobile home users 0.6 EDU. Commercial/industrial
users are grouped based on their estimated sewage strengths into five classes of users.
Each year 90% of the prior year’s water usage per commercial/industrial customer is used
to determine the upcoming year’s sewer service charge (Return to Sewer percentage).
There are a few customers with different Return to Sewer percentages based upon a case
by case situation which includes a field inspection and engineering review of the situation.
Units of Service and Loadings FLOW: COD:
(A) (B) (C) (D) (E) (F) (G)
User Group No. of Active
Customers Billing Flow Billing Flow
Annual
Flow
(MG/Year)
COD User Annual COD
Load SS per User Annual Load
(MGD) (HCF) (MG/L) (LBS/YR) (MG/L) (LBS/YR)
Single Family 5,969 0.9546 541,160.1 348.43 200 581,170 200 581,170
Multi-family/Condo 8,293 2.2238 1,085,130.9 811.68 200 1,353,834 200 1,353,834
Mobile Homes 365 0.0382 18,651.0 13.95 200 23,269 200 23,269
Subtotal- Residential 14,627 3.2166 1,644,942 1,174.06 1,958,274 1,958,274
Commercial - Low 1,793 0.5038 245,846.5 183.89 200 306,724 200 306,724
Commercial - Medium Low 925 0.1427 69,657.3 52.10 200 86,906 300 130,359
Commercial - Medium 4 0.0290 14,139.0 10.58 400 35,280 400 35,280
Commercial - Medium High 19 0.0176 8,602.2 6.43 600 32,197 500 26,831
Commercial - High 110 0.1592 77,676.0 58.10 680 329,495 900 436,097
Subtotal Non-Residential 2,851 0.8524 415,921 311.11 790,602 935,291
TOTAL 17,478 4.0690 2,060,863 1,485.17 2,748,876 2,893,564
SS:
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Section 3 – Wastewater Rate Study
3-7
The model is using reserves to fund a large part of the CIP and thus the strength based
analysis does not completely reflect the actual costs year over year by customer class.
However, based upon treatment costs in FY2030, having all customer classes having the
same percentage increase would place an unfair burden on SFR customers. The cost for
treatment for commercial customers must be increased a higher percentage to keep the
proportions correct.
All classes of users will continue to be billed their annual sewer service charge on the
County of San Diego tax roll based on either their EDU classification or their annual water
usage and sewage strength category. Table 3-4 compares the current FYE 2025 sewer
rates with the proposed FYE 2026 through FYE 2030 of the proposed rate case. The entire
output from the rate model showing all steps in the rate case is contained in Appendix A
to this Study. Individual years are not revised and reduced or increased exactly because
of the use of reserves and rates are never reduced. The goal was to keep increasing the
commercial rates with the proportionality correct in FY2030. The final FY2030 rates were
within 4% of the calculated proportionality for all commercial classes.
Table 3-4: Proposed Percentage Increases in Rates
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Section 3 – Wastewater Rate Study
3-8
Table 3-5: Comparison of Current Versus Proposed Sewer User Rates
As discussed earlier in this report, the majority of the revenue requirement recovered by
the City’s sewer service charges go to pay for cost associated with charge from San
Diego Metro. Figure 3-4 summarizes the major components of the proposed FY 2026
monthly single-family sewer service charge of $52.72 per EDU. This figure also shows the
use of City reserves to cover City CIP costs:
Figure 3-4 Components of FY 2026 Single Family Monthly Rate
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Section 3 – Wastewater Rate Study
3-9
Figure 3-5 summarizes all San Diego Metro Member Agencies comparative sewer user
rates based on 7 HCF of water usage/sewer flow and a residential monthly base fee. It
should be noted that the rates shown are those effective January 1, 2025 based upon
readily available information. The figure also includes the City’s current monthly rate as
well as the proposed FY 2026 rate of $52.72 per EDU per month. The City’s first proposed
rate adjustment will not begin until July 1, 2025. Many agencies are in the process of
updating their current rate cases. Even with the proposed 5-year rate adjustments
National City will still enjoy some of the lowest rates among the users of the San Diego
Metro System. The proposed FY 2026 single family rate will be as low as $52.72 which is 15%
lower than the existing (FY 2025) average Metro member agency rate of $62.21.
Figure 3-5 Metro Member Agencies Sewer Rate Comparison
Page 218 of 310
APPENDIX A – RATE MODEL
Wastewater Operations & Maintenance Budget
Budget Summary
Step 1 – Customer Summary and Estimated Flows
Step 2 – Determination of Unit Costs
Step 3 – Sewer User Rate Calculations by Fund and Cost
Page 219 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
Wastewater Operations & Maintenance Budget
FY24 FY25 FY26 FY27 FY28 FY29 FY30
ACCOUNT - MUNIS Unaudited Actual Proposed 5 6 7 7 7 8 9
125-416-029 ENGINEERING
125-416-029-100 SALARIES
125-85-31-31100-6005- Hourly Wages - - - - - - -
125-85-31-31100-6001- FULL-TIME SALARIES 313,803.94 431,795.00 444,748.85 458,091.32 471,834.05 485,989.08 500,568.75
125-85-31-31100-6102- OVERTIME 4,909.46 - - - - - -
125-85-31-31100-6110- ALLOWANCES & STIPENDS 1,328.40 1,440.00 1,483.20 1,527.70 1,573.53 1,620.73 1,669.35
125-85-31-31100-6120- DIFFERENTIAL PAY 2,993.73 3,415.00 3,517.45 3,622.97 3,731.66 3,843.61 3,958.92
125-85-31-31100-6140- WORKERS' COMPENSATION 11,880.22 44,596.00 45,933.88 47,311.90 48,731.25 50,193.19 51,698.99
125-85-31-31100-6150- HEALTH INSURANCE 34,747.51 48,300.00 49,749.00 51,241.47 52,778.71 54,362.08 55,992.94
125-85-31-31100-6151- LTD INSURANCE 486.81 878.00 904.34 931.47 959.41 988.20 1,017.84
125-85-31-31100-6160- RETIREMENT PLAN CHARGES 71,451.09 106,001.00 109,181.03 112,456.46 115,830.15 119,305.06 122,884.21
125-85-31-31100-6161- MEDICARE 4,838.55 6,261.00 6,448.83 6,642.29 6,841.56 7,046.81 7,258.21
125-85-31-31100-6199- PERSONNEL COMPENSATION 12,090.95 2,000.00 2,060.00 2,121.80 2,185.45 2,251.02 2,318.55
125-416-029-200 MAINTENANCE & OPERATIONS
125-85-31-31100-7226- TRAINING, TRAVEL & SUBSISTENCE - - - - - - -
125-85-31-31100-7299- CONTRACT SERVICES 36,126.34 85,000.00 87,550.00 90,176.50 92,881.80 95,668.25 98,538.30
125-416-052 PUBLIC WORKS - OPERATIONS
125-416-052-200 MAINTENANCE & OPERATIONS
125-416-052-268-0000 RENTALS &LEASES - - - - - - -
125-416-052-400-0000 FIXED CHARGES & DEBT SERVICE - - - - - - -
125-416-052-484-0000 OTHER INTEREST - - - - - - -
125-416-221 STREETS
125-416-221-100 Personnel Services
125-85-31-31300-6005- Hourly Wages 24,673.18 - - - - - -
125-85-31-31300-6001- FULL-TIME SALARIES 289,133.75 176,507.00 181,802.21 187,256.28 192,873.96 198,660.18 204,619.99
125-85-31-31300-6102- OVERTIME 69,243.89 32,000.00 32,960.00 33,948.80 34,967.26 36,016.28 37,096.77
125-85-31-31300-6105- LONGEVITY - 985.00 1,014.55 1,044.99 1,076.34 1,108.63 1,141.88
125-85-31-31300-6120- DIFFERENTIAL PAY 2,009.59 - - - - - -
125-85-31-31300-6140- WORKERS' COMPENSATION 27,278.41 31,887.00 32,843.61 33,828.92 34,843.79 35,889.10 36,965.77
125-85-31-31300-6150- HEALTH INSURANCE 40,198.89 29,303.00 30,182.09 31,087.55 32,020.18 32,980.78 33,970.21
125-85-31-31300-6151- LTD INSURANCE 231.13 366.00 395.28 426.90 461.05 497.94 537.77
125-85-31-31300-6160- RETIREMENT PLAN CHARGES 78,569.01 43,331.00 44,630.93 45,969.86 47,348.95 48,769.42 50,232.50
125-85-31-31300-6161- MEDICARE 5,576.02 2,559.00 2,635.77 2,714.84 2,796.29 2,880.18 2,966.58
125-85-31-31300-6199- PERSONNEL COMPENSATION - 3,000.00 3,090.00 3,182.70 3,278.18 3,376.53 3,477.82
125-416-221-000 Other Financing Uses
125-10-19-19100-8999- TRANSFERS TO OTHER FUNDS - 1,136,300.00 - - - -
125-416-222 SEWER SERVICE
125-416-222-000 Other Financing Uses
125-85-31-31400-8999- TRANSFERS TO OTHER FUNDS - - - - - - -
125-416-222-100 Personnel Services
Wastewater Operations and Maintenance Budget - 1 of 3Page 220 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
Wastewater Operations & Maintenance Budget
FY24 FY25 FY26 FY27 FY28 FY29 FY30
125-85-31-31400-6001- FULL-TIME SALARIES 93,523.11 508,334.00 523,584.02 539,291.54 555,470.29 572,134.40 589,298.43
125-85-31-31400-6102- OVERTIME 37,989.83 - - - - - -
125-85-31-31400-6105- LONGEVITY - - - - - - -
125-416-222-110-0000 ALLOWANCES & STIPENDS - - - - - - -
125-85-31-31400-6120- DIFFERENTIAL PAY 4,819.35 - - - - - -
125-85-31-31400-6140- WORKERS' COMPENSATION 10,920.15 44,833.00 46,177.99 47,563.33 48,990.23 50,459.94 51,973.73
125-85-31-31400-6150- HEALTH INSURANCE 14,193.18 87,358.00 89,978.74 92,678.10 95,458.45 98,322.20 101,271.86
125-85-31-31400-6151- LTD INSURANCE - - - - - - -
125-416-222-159-0000 DEFERRED COMPENSATION - - - - - - -
125-85-31-31400-6160- RETIREMENT PLAN CHARGES 24,451.14 124,791.00 128,534.73 132,390.77 136,362.50 140,453.37 144,666.97
125-85-31-31400-6161- MEDICARE 1,923.50 7,371.00 7,592.13 7,819.89 8,054.49 8,296.13 8,545.01
125-85-31-31400-6199- PERSONNEL COMPENSATION - 8,600.00 8,858.00 9,123.74 9,397.45 9,679.38 9,969.76
125-416-222-200 Maintenance & Operations
125-416-222-200-0000 Maintenance & Operations -
125-85-31-31400-7211- LAUNDRY & CLEANING SERVICES - - - - - - -
125-416-222-213-0000 PROFESSIONAL SERVICES 54,546.35 100,000.00 103,000.00 106,090.00 109,272.70 112,550.88 115,927.41
125-85-31-31400-7222- MEMBERSHIPS AND SUBSCRIPTIONS 1,264.80 76,127.00 78,410.81 80,763.13 83,186.03 85,681.61 88,252.06
125-85-31-31400-7226- TRAINING, TRAVEL & SUBSISTENCE 1,809.00 7,000.00 7,210.00 7,426.30 7,649.09 7,878.56 8,114.92
125-85-31-31400-7234- ELECTRICITY & GAS 7,309.50 6,000.00 6,180.00 6,365.40 6,556.36 6,753.05 6,955.64
125-85-31-31400-7236- WATER 3,207.19 3,000.00 3,090.00 3,182.70 3,278.18 3,376.53 3,477.82
125-85-31-31400-7268- RENTALS & LEASES - 500.00 515.00 530.45 546.36 562.75 579.64
125-85-31-31400-7272- SEWAGE TRANS. & TREATMENT (Utilities Inflation)6,928,614.20 7,651,673.36 7,948,280.00 8,200,628.40 8,203,047.25 8,205,538.67 8,378,104.83
125-85-31-31400-7291- R & M - AUDIO VISUAL EQUIPT.2,297.99 5,000.00 5,150.00 5,304.50 5,463.64 5,627.54 5,796.37
125-85-31-31400-7299- CONTRACT SERVICES 32,698.97 30,000.00 30,900.00 31,827.00 32,781.81 33,765.26 34,778.22
125-85-31-31400-7318- WEARING APPAREL 8,688.61 7,000.00 7,210.00 7,426.30 7,649.09 7,878.56 8,114.92
125-416-222-329-0000 PAINTING SUPPLIES - - - - - - -
125-85-31-31400-7337- SMALL TOOLS 873.63 30,000.00 30,900.00 31,827.00 32,781.81 33,765.26 34,778.22
125-416-222-340-0000 SHOP SUPPLIES - - - - - - -
125-85-31-31400-7346- TRAFFIC CONTROL SUPPLY 528.82 800.00 824.00 848.72 874.18 900.41 927.42
125-85-31-31400-7352- SEWER PIPE & MATERIALS 2,961.02 4,000.00 4,120.00 4,243.60 4,370.91 4,502.04 4,637.10
125-85-31-31400-7354- CHEMICAL PRODUCTS 2,264.27 2,200.00 2,266.00 2,333.98 2,404.00 2,476.12 2,550.40
125-416-222-360-0000 SIDEWALK CURB & GUTTER MATER.- - - - - - -
125-85-31-31400-7399- MATERIALS & SUPPLIES 4,393.43 4,600.00 4,738.00 4,880.14 5,026.54 5,177.34 5,332.66
125-416-222-500 Capital Outlay
125-416-222-511-0000 AUTOMOTIVE EQUIPMENT - - - - - - -
125-416-222-512-0000 AUTOMOTIVE LEASES - - - - - -
125-10-18-18500-7598- CAPITAL IMPROVEMENT PROGRAM 1,597,662.59 3,000,000.00 6,000,000.00 6,000,000.00 6,000,000.00 5,000,000.00 4,000,000.00
125-416-222-600 Refunds, Contributions & Special Paymnts
125-85-31-31400-7698- INDIRECT/OVERHEAD COSTS 239,533.00 239,533.00 246,718.99 254,120.56 261,744.18 269,596.50 277,684.40
125-85-31-31100-3563- Internal Service Charges and Reserves
125-85-31-31400-7740- BUILDING SERVICES CHARGES 20,496.96 23,422.00 24,124.66 24,848.40 25,593.85 26,361.67 27,152.52
125-85-31-31400-7750- VEHICLE SERVICES CHARGES 74,864.04 79,589.00 81,976.67 84,435.97 86,969.05 89,578.12 92,265.46
125-85-31-31400-7752- VEHICLE LEASE CHARGES 21,300.00 33,000.00 35,640.00 38,491.20 41,570.50 44,896.14 48,487.83
125-85-31-31400-7755- INFO. SYSTEMS MAINT. CHARGE 17,550.96 18,022.00 18,562.66 19,119.54 19,693.13 20,283.92 20,892.44
125-416-222-760-0000 OPERATIONS CHARGES - - - - - - -
125-416-222-770-0000 PERSONNEL COMPENSATION CHARGES - - - - - - -
Wastewater Operations and Maintenance Budget - 2 of 3Page 221 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
Wastewater Operations & Maintenance Budget
FY24 FY25 FY26 FY27 FY28 FY29 FY30
125-85-31-31400-7790- INSURANCE CHARGES 312,263.04 466,139.00 480,123.17 494,526.87 509,362.67 524,643.55 540,382.86
TOTAL SERWER SERVICE FUND - BUDGET 10,554,519.50 14,754,816.36 17,005,796.59 17,351,672.25 17,450,568.32 16,552,586.95 15,827,834.26
- -
- -
- -
Wastewater Operations and Maintenance Budget - 3 of 3Page 222 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
Budget Summary
Scenario 1: $2-6 Million CIP Per Year
Expense Description FY24 FY25 FY26 FY27 FY28 FY29 FY30
125-416-029 ENGINEERING
125-416-029-100 Salaries 458,531$ 644,686$ 664,027$ 683,947$ 704,466$ 725,600$ 747,368$
125-416-029-200 Maintenance & Operations 36,126$ 85,000$ 87,550$ 90,177$ 92,882$ 95,668$ 98,538$
125-416-052 PUBLIC WORKS - OPERATIONS
125-416-052-200 Maintenance & Operations -$ -$ -$ -$ -$ -$ -$
125-416-221 STREETS
125-416-221-000 Other Financing uses -$ 1,136,300$ -$ -$ -$ -$ -$
125-416-221-100 Personnel Services 536,914$ 319,938$ 329,554$ 339,461$ 349,666$ 360,179$ 371,009$
125-416-222 SEWER SERVICE
125-416-222-000 Other Financing Uses -$ -$ -$ -$ -$ -$ -$
125-416-222-100 Personnel Services 187,820$ 781,287$ 804,726$ 828,867$ 853,733$ 879,345$ 905,726$
125-416-222-200 Maintenance & Operations 122,844$ 276,227$ 284,514$ 293,049$ 301,841$ 310,896$ 320,223$
125-416-222-272-0000 Sewage Trans. & Treatment 6,928,614$ 7,651,673$ 7,948,280$ 8,200,628$ 8,203,047$ 8,205,539$ 8,378,105$
-$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$
-$ -$ -$ -$ -$ -$ -$
125-416-222-500 Capital Outlay
Other Capital Outlay -$ -$ -$ -$ -$ -$ -$
Collection System CIP 1,597,663$ 3,000,000$ 6,000,000$ 6,000,000$ 6,000,000$ 5,000,000$ 4,000,000$
125-416-222-600 Refunds, Contributions & Special Payments 239,533$ 239,533$ 246,719$ 254,121$ 261,744$ 269,597$ 277,684$
125-416-222-700 Internal Service Charges and Reserves 446,475$ 620,172$ 640,427$ 661,422$ 683,189$ 705,763$ 729,181$
Plus/Minus Reserves Collection
Plus/Minus Reserves Metro
Subtotal Expenditures 10,554,520$ 14,754,816$ 17,005,797$ 17,351,672$ 17,450,568$ 16,552,587$ 15,827,834$
W/Current Budget and Straight Inflation 10,554,520$ 14,754,816$ 17,005,797$ 17,351,672$ 17,450,568$ 16,552,587$ 15,827,834$
Budget Summary - 1 of 1Page 223 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
FY 2025 Base Year
Step 1 -- Customer Summary and Estimated Flows
Units of Service and Loadings FLOW: COD:
(A)(B)(C)(D)(E)(F)(G)
User Group No. of Active
Customers Billing Flow Billing Flow
Annual Flow
(MG/Year) COD User Annual COD
Load SS per User Annual Load
(MGD) (HCF) (MG/L) (LBS/YR) (MG/L) (LBS/YR)
Single Family 5,969 0.9546 541,160.1 348.43 200 581,170 200 581,170
Multi-family/Condo 8,293 2.2238 1,085,130.9 811.68 200 1,353,834 200 1,353,834
Mobile Homes 365 0.0382 18,651.0 13.95 200 23,269 200 23,269
Subtotal- Residential 14,627 3.2166 1,644,942 1,174.06 1,958,274 1,958,274
Commercial - Low 1,793 0.5038 245,846.5 183.89 200 306,724 200 306,724
Commercial - Medium Low 925 0.1427 69,657.3 52.10 200 86,906 300 130,359
Commercial - Medium 4 0.0290 14,139.0 10.58 400 35,280 400 35,280
Commercial - Medium High 19 0.0176 8,602.2 6.43 600 32,197 500 26,831
Commercial - High 110 0.1592 77,676.0 58.10 680 329,495 900 436,097
Subtotal Non-Residential 2,851 0.8524 415,921 311.11 790,602 935,291
TOTAL 17,478 4.0690 2,060,863 1,485.17 2,748,876 2,893,564
SS:
Step 1 - 1 of 1Page 224 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
City of National City
FY 2025 Base Year
Step 2 -- Determination of Unit Costs
Metro Cost Projections
FY22 FY23 FY24 FY25 FY26 FY27 FY28 FY29 FY30
Cost Category
Parameter
Allocation
Percentages
Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost Unit Cost
1. Collection System Volume Related Costs 1,563,062$ 1,795,128$ 3,625,905$ 7,103,143$ 9,057,517$ 9,151,044$ 9,247,521$ 8,347,048$ 7,449,729$
Annual Flow (MG)1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17
Unit Cost ($ /MG) 1,052.44$ 1,208.70$ 2,441.40$ 4,782.71$ 6,098.63$ 6,161.60$ 6,226.56$ 5,620.25$ 5,016.07$
2. Sewage Treatment & Transportation Costs: Metro Blend Projections 6,109,203$ 7,198,480$ 6,928,614$ 7,651,673$ 7,948,280$ 8,200,628$ 8,203,047$ 8,205,539$ 8,378,105$
Parameter
Cost Per Parameter Allocation %'s*
Flow (MG)50.8%3,103,475 3,656,828 3,519,736 3,887,050 4,037,726 4,165,919 4,167,148 4,168,414 4,256,077
COD (LBS.)23.1%1,411,226 1,662,849 1,600,510 1,767,537 1,836,053 1,894,345 1,894,904 1,895,479 1,935,342
SS (LBS.)26.1%1,594,502 1,878,803 1,808,368 1,997,087 2,074,501 2,140,364 2,140,995 2,141,646 2,186,685
100.0%
Annual Flow (MG) 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17 1,485.17
Pounds of COD (lbs) 2,748,876 2,748,876 2,748,876 2,748,876 2,748,876 2,748,876 2,748,876 2,748,876 2,748,876
Pounds of SS (lbs) 2,893,564 2,893,564 2,893,564 2,893,564 2,893,564 2,893,564 2,893,564 2,893,564 2,893,564
Unit Cost ($ / HCF) 2,089.64$ 2,462.22$ 2,369.92$ 2,617.24$ 2,718.69$ 2,805.01$ 2,805.83$ 2,806.69$ 2,865.71$
Unit Cost ($ / COD lb) 0.51$ 0.60$ 0.58$ 0.64$ 0.67$ 0.69$ 0.69$ 0.69$ 0.70$
Unit Cost ($ / SS lb)0.55$ 0.65$ 0.62$ 0.69$ 0.72$ 0.74$ 0.74$ 0.74$ 0.76$
Total Revenue Requirement For Rates 7,672,265$ 8,993,608$ 10,554,520$ 14,754,816$ 17,005,797$ 17,351,672$ 17,450,568$ 16,552,587$ 15,827,834$
Check - - - - - - - - -
Step 2 - 1 of 1
Page 225 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
FY26 Volume (Flow)
Flow COD SS
Unit Cost Unit Cost Unit Cost Unit Cost
No. of EDUs Annual Flow
COD
Annual Load
SS
Annual Load ($/MG) ($/MG) ($/lb.) ($/lb.)
User Group
(MG) (lbs) (lbs) $ 6,098.63 $ 2,718.69 $ 0.67 $ 0.72
Total Annual
Revenue
Required
Monthly
Flat Rate
with no
reserves
Rate
Per HCF
Single Family 5,969 348.43 581,170 581,170 2,124,975$ 947,287$ 388,180$ 416,662$ 3,877,104$ 54.13$
Multi-family/Condo 8,293 811.68 1,353,834 1,353,834 4,950,122$ 2,206,702$ 904,264$ 970,613$ 9,031,701$ 90.76$
Mobile Homes 365 13.95 23,269 23,269 85,082$ 37,928$ 15,542$ 16,683$ 155,235$ 35.44$
Subtotal- Residential 14,627 1,174.06 1,958,274 1,958,274 7,160,179$ 3,191,917$ 1,307,987$ 1,403,957$ 13,064,040$
Commercial - Low 1,793 183.89 306,724 306,724 1,121,496$ 499,949$ 204,870$ 219,901$ 2,046,216$ 8.32$
Commercial - Medium Low 925 52.10 86,906 130,359 317,761$ 141,654$ 58,047$ 93,459$ 610,921$ 8.77$
Commercial - Medium 4 10.58 35,280 35,280 64,499$ 28,753$ 23,565$ 25,294$ 142,110$ 10.05$
Commercial - Medium High 19 6.43 32,197 26,831 39,241$ 17,493$ 21,505$ 19,236$ 97,476$ 11.33$
Commercial - High 110 58.10 329,495 436,097 354,340$ 157,960$ 220,079$ 312,653$ 1,045,034$ 13.45$
Subtotal Non-Residential 2,851 311.11 790,602 935,291 1,897,338$ 845,809$ 528,066$ 670,544$ 3,941,756$
Total 17,478 1,485.17 2,748,876 2,893,564 9,057,517$ 4,037,726$ 1,836,053$ 2,074,501$ 17,005,797$
Check (Should = 0) - - - -$
FY27 Volume (Flow)
Flow COD SS
Unit Cost Unit Cost Unit Cost Unit Cost
No. of EDUs Annual Flow
COD
Annual Load
SS
Annual Load ($/MG) ($/MG) ($/lb.) ($/lb.)
User Group
(MG) (lbs) (lbs) $ 6,161.60 $ 2,805.01 $ 0.69 $ 0.74
Total Annual
Revenue
Required
Monthly
Flat Rate
with no
reserves
Rate
Per HCF
Single Family 5,969 348.43 581,170 581,170 2,146,917$ 977,362$ 400,504$ 429,891$ 3,954,674$ 55.21$
Multi-family/Condo 8,293 811.68 1,353,834 1,353,834 5,001,237$ 2,276,762$ 932,974$ 1,001,429$ 9,212,401$ 92.57$
Mobile Homes 365 13.95 23,269 23,269 85,960$ 39,133$ 16,036$ 17,212$ 158,341$ 36.15$
Subtotal- Residential 14,627 1,174.06 1,958,274 1,958,274 7,234,114$ 3,293,257$ 1,349,514$ 1,448,531$ 13,325,416$
Commercial - Low 1,793 183.89 306,724 306,724 1,133,077$ 515,822$ 211,374$ 226,883$ 2,087,155$ 8.49$
Commercial - Medium Low 925 52.10 86,906 130,359 321,042$ 146,151$ 59,890$ 96,426$ 623,509$ 8.95$
Commercial - Medium 4 10.58 35,280 35,280 65,165$ 29,666$ 24,313$ 26,097$ 145,240$ 10.27$
Commercial - Medium High 19 6.43 32,197 26,831 39,646$ 18,049$ 22,188$ 19,847$ 99,730$ 11.59$
Commercial - High 110 58.10 329,495 436,097 357,999$ 162,976$ 227,067$ 322,580$ 1,070,621$ 13.78$
Subtotal Non-Residential 2,851 311.11 790,602 935,291 1,916,930$ 872,663$ 544,831$ 691,833$ 4,026,256$
Total 17,478 1,485.17 2,748,876 2,893,564 9,151,044$ 4,165,919$ 1,894,345$ 2,140,364$ 17,351,672$
Check (Should = 0) - -$
Strength (Treatment)Rates
Strength (Treatment)Rates
Step 3 - 1 of 3Page 226 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
FY28 Volume (Flow)
Flow COD SS
Unit Cost Unit Cost Unit Cost Unit Cost
No. of EDUs Annual Flow
COD
Annual Load
SS
Annual Load ($/MG) ($/MG) ($/lb.) ($/lb.)
User Group
(MG) (lbs) (lbs) $ 6,226.56 $ 2,805.83 $ 0.69 $ 0.74
Total Annual
Revenue
Required
Monthly
Flat Rate
with no
reserves
Rate
Per HCF
Single Family 5,969 348.43 581,170 581,170 2,169,552$ 977,650$ 400,623$ 430,017$ 3,977,842$ 55.53$
Multi-family/Condo 8,293 811.68 1,353,834 1,353,834 5,053,964$ 2,277,434$ 933,249$ 1,001,724$ 9,266,370$ 93.11$
Mobile Homes 365 13.95 23,269 23,269 86,866$ 39,144$ 16,040$ 17,217$ 159,268$ 36.36$
Subtotal- Residential 14,627 1,174.06 1,958,274 1,958,274 7,310,382$ 3,294,228$ 1,349,912$ 1,448,959$ 13,403,481$
Commercial - Low 1,793 183.89 306,724 306,724 1,145,023$ 515,974$ 211,436$ 226,950$ 2,099,382$ 8.54$
Commercial - Medium Low 925 52.10 86,906 130,359 324,427$ 146,194$ 59,908$ 96,455$ 626,983$ 9.00$
Commercial - Medium 4 10.58 35,280 35,280 65,852$ 29,674$ 24,320$ 26,104$ 145,951$ 10.32$
Commercial - Medium High 19 6.43 32,197 26,831 40,064$ 18,054$ 22,195$ 19,853$ 100,166$ 11.64$
Commercial - High 110 58.10 329,495 436,097 361,774$ 163,024$ 227,133$ 322,675$ 1,074,606$ 13.83$
Subtotal Non-Residential 2,851 311.11 790,602 935,291 1,937,139$ 872,920$ 544,992$ 692,037$ 4,047,088$
Total 17,478 1,485.17 2,748,876 2,893,564 9,247,521$ 4,167,148$ 1,894,904$ 2,140,995$ 17,450,568$
Check (Should = 0) - -$
FY29 Volume (Flow)
Flow COD SS
Unit Cost Unit Cost Unit Cost Unit Cost
No. of EDUs Annual Flow
COD
Annual Load
SS
Annual Load ($/MG) ($/MG) ($/lb.) ($/lb.)
User Group
(MG) (lbs) (lbs) $ 5,620.25 $ 2,806.69 $ 0.69 $ 0.74
Total Annual
Revenue
Required
Monthly
Flat Rate
with no
reserves
Rate
Per HCF
Single Family 5,969 348.43 581,170 581,170 1,958,293$ 977,947$ 400,744$ 430,148$ 3,767,132$ 52.59$
Multi-family/Condo 8,293 811.68 1,353,834 1,353,834 4,561,837$ 2,278,125$ 933,532$ 1,002,028$ 8,775,522$ 88.18$
Mobile Homes 365 13.95 23,269 23,269 78,408$ 39,156$ 16,045$ 17,223$ 150,832$ 34.44$
Subtotal- Residential 14,627 1,174.06 1,958,274 1,958,274 6,598,537$ 3,295,229$ 1,350,322$ 1,449,399$ 12,693,486$
Commercial - Low 1,793 183.89 306,724 306,724 1,033,527$ 516,130$ 211,500$ 227,019$ 1,988,176$ 8.09$
Commercial - Medium Low 925 52.10 86,906 130,359 292,836$ 146,239$ 59,926$ 96,484$ 595,484$ 8.55$
Commercial - Medium 4 10.58 35,280 35,280 59,440$ 29,683$ 24,327$ 26,112$ 139,563$ 9.87$
Commercial - Medium High 19 6.43 32,197 26,831 36,163$ 18,059$ 22,201$ 19,859$ 96,283$ 11.19$
Commercial - High 110 58.10 329,495 436,097 326,546$ 163,073$ 227,202$ 322,773$ 1,039,595$ 13.38$
Subtotal Non-Residential 2,851 311.11 790,602 935,291 1,748,511$ 873,185$ 545,157$ 692,247$ 3,859,101$
Total 17,478 1,485.17 2,748,876 2,893,564 8,347,048$ 4,168,414$ 1,895,479$ 2,141,646$ 16,552,587$
Check (Should = 0) - -$
Strength (Treatment)Rates
Strength (Treatment)Rates
Step 3 - 2 of 3Page 227 of 310
City of National City
Wastewater Rate Study
Draft Report - January 2025
FY30 Volume (Flow)
Flow COD SS
Unit Cost Unit Cost Unit Cost Unit Cost
No. of EDUs Annual Flow
COD
Annual Load
SS
Annual Load ($/MG) ($/MG) ($/lb.) ($/lb.)
User Group
(MG) (lbs) (lbs) $ 5,016.07 $ 2,865.71 $ 0.70 $ 0.76
Total Annual
Revenue
Required
Monthly
Flat Rate
with no
reserves
Rate
Per HCF
Single Family 5,969 348.43 581,170 581,170 1,747,774$ 998,514$ 409,172$ 439,194$ 3,594,654$ 50.19$
Multi-family/Condo 8,293 811.68 1,353,834 1,353,834 4,071,433$ 2,326,035$ 953,165$ 1,023,101$ 8,373,735$ 84.14$
mobile homes 365 13.95 23,269 23,269 69,979$ 39,979$ 16,383$ 17,585$ 143,926$ 32.86$
Subtotal- Residential 14,627 1,174.06 1,958,274 1,958,274 5,889,185$ 3,364,529$ 1,378,720$ 1,479,880$ 12,112,314$
Commercial - Low 1,793 183.89 306,724 306,724 922,421$ 526,985$ 215,948$ 231,793$ 1,897,147$ 7.72$
Commercial - Medium Low 925 52.10 86,906 130,359 261,356$ 149,314$ 61,186$ 98,513$ 570,369$ 8.19$
Commercial - Medium 4 10.58 35,280 35,280 53,050$ 30,308$ 24,839$ 26,662$ 134,858$ 9.54$
Commercial - Medium High 19 6.43 32,197 26,831 32,276$ 18,439$ 22,668$ 20,276$ 93,659$ 10.89$
Commercial - High 110 58.10 329,495 436,097 291,442$ 166,503$ 231,981$ 329,561$ 1,019,486$ 13.12$
Subtotal Non-Residential 2,851 311.11 790,602 935,291 1,560,544$ 891,549$ 556,622$ 706,805$ 3,715,520$
Total 17,478 1,485.17 2,748,876 2,893,564 7,449,729$ 4,256,077$ 1,935,342$ 2,186,685$ 15,827,834$
Check (Should = 0) - -$
Strength (Treatment)Rates
Step 3 - 3 of 3Page 228 of 310
TITLE: Maintenance of Reserve Funds POLICY #201
ADOPTED: June 26, 1985 AMENDED: May March 4,
20212025
Page 1 of 4
Purpose
The purpose of this policy is to ensure the City’s ability to withstand unexpected financial
emergencies such as those that may result from natural disasters, revenue shortfalls, or
unanticipated expenditures of a non-recurring nature, and to accumulate funds for large-scale
purchases.
Policy
The City will accumulate and maintain reserves in the categories and at the target levels described
below. The actual amount of any of the reserves may exceed its target level because any additional
amounts would increase the financial security of the City.
• GENERAL FUND ECONOMIC CONTINGENCY RESERVE: an amount equal to
twenty percent (20%) of a single year’s budgeted General Fund operating expenditures.
“Operating expenditures” shall be defined as all expenditures, except those of a capital nature,
plus operating subsidies provided to the Library Fund, Parks Fund, and Personnel
Compensation Fund (OPEB benefits payments), or to any other fund as determined by the City
Council. Formal City Council action is required to increase the balance in the reserve or to
authorize the use of any portion of its balance. This reserve is intended to be used in the event
of a catastrophic event or significant downturn in the economy that cannot be mitigated with
other funding sources.
• GENERAL FUND UNASSIGNED FUND BALANCE: an amount equal to ten percent
(10%) of a single year’s budgeted General Fund operating expenditures. The general fund
unassigned fund balance is determined annually as part of the preparation of the City’s
Comprehensive Annual Financial Report (CAFR). Amounts in excess of the target level will
be used to increase or replenish other reserves (with priority given to the Economic
Contingency and Facilities Maintenance reserves), to set aside resources for specific one-time
uses, or as a funding source for one-time expenditures included in the annual budget or for
needs that arise subsequent to budget adoption.
• GENERAL FUND FACILITIES MAINTENANCE RESERVE: an amount equal to three
times the annual amount budgeted to provide major maintenance for the City’s building assets.
“Building assets” shall be defined as all permanent or nonpermanent structures constructed or
installed to provide a workplace for City employees or house City assets and/or operations.
The annual amount to be budgeted for major maintenance projects is 1.5% of the City’s
General Fund operating budget. Formal City Council action is required to increase the balance
in the reserve or to authorize the use of any portion of its balance. This reserve is to be used
Page 229 of 310
TITLE: Maintenance of Reserve Funds POLICY #201
ADOPTED: June 26, 1985 AMENDED: May March 4,
20212025
Page 2 of 4
for extraordinary major maintenance costs that cannot be met within the annual budgeted
amount and for which no other funding source is available.
• GAS TAXES FUND CONTINGENCY RESERVE: an amount equal to a minimum of five
percent (5%) of the estimated annual revenue of the Gas Taxes Fund.
• SEWER SERVICE FUND OPERATIONS / CASH FLOW RESERVE: an amount equal
to between twenty-five percent (25%) andat least fifty percent (50%) of a single year’s
budgeted Sewer Service Fund operating expenditures.
• SEWER SERVICE FUND METRO CASH FLOW RESERVE: an amount equal to the
City’s estimated portion of the projected cash needs for capital costs of the San Diego
Metropolitan Sewerage System’s wastewater treatment program. This amount is assumed to
be $850,000 for fiscal year 2025-26 through fiscal year 2029-30.
• SEWER SERVICE FUND CAPITAL REPLACEMENT RESERVE: an amount equal to
between ten percent (10%) and fifteen percent (15%) of a single year’s budgeted Sewer Service
Fund operating expendituresuser fees.
• SEWER SERVICE FUND CAPITAL EXPANSION RESERVE: an amount equal to
between ten percent (10%) and fifteen percent (15%) of a single year’s budgeted Sewer Service
Fund operating expendituresuser fees.
• SEWER SERVICE FUND EMERGENCY / NATURAL DISASTER RESERVE: an
amount equal to a minimum of fifteen percent (15%) of a single year’s budgeted Sewer Service
Fund operating expenditures, including both operational and capital improvement program
costs.
• GENERAL LIABILITY INSURANCE RESERVE: an amount of assets in the Liability
Insurance Fund (an internal service fund) sufficient to meet the eighty percent (80%)
confidence level of adequacy for net claims liability as updated annually by the City’s actuary.
The reserve level requirements will be reviewed as part of the annual budget process
whereupon internal service fund charges will be set such that anticipated expenditures for the
budget year can be met and the reserve level maintained.
• WORKERS’ COMPENSATION RESERVE: an amount of assets in the Liability Insurance
Fund (an internal service fund) sufficient to meet the eighty percent (80%) confidence level of
adequacy for net claims liability as updated annually by the City’s actuary. The reserve level
requirements will be reviewed as part of the annual budget process whereupon internal service
Page 230 of 310
TITLE: Maintenance of Reserve Funds POLICY #201
ADOPTED: June 26, 1985 AMENDED: May March 4,
20212025
Page 3 of 4
fund charges will be set such that anticipated expenditures for the budget year can be met and
the reserve level maintained.
• IRREVOCABLE SUPPLEMENTAL PENSION TRUST RESERVE: an amount equal to
two years of unfunded liability payments as determined by the most current CalPERS valuation
reports for both the Safety and Miscellaneous plans. The assets of this reserve are held in an
irrevocable Section 115 pension trust that may be used only for pension related costs and upon
direction of the City Council. Investment earnings on the assets in the trust will be the primary
vehicle for reaching the target level of reserves, although periodic contributions may be made
from other sources upon direction of the City Council. Once the target level is reached, the
earnings on the assets in the trust may be used to fund a portion of the City’s pension related
payments to CalPERS. This target will be reevaluated should the City issue pension obligation
bonds.
• IRREVOCABLE OTHER POST-EMPLOYMENT BENEFITS TRUST RESERVE: an
amount equal to eighty percent (80%) of the total net other post-employment benefits (OPEB)
liability of the City’s OPEB plan. Under the plan, the City provides payments to City retirees
to be used towards medical insurance premiums. The City’s net OPEB liability is updated
annually and reported in the City’s CAFR. The assets of this reserve are held in an irrevocable
Section 115 OPEB trust that may be used only for the City’s OPEB plan and upon direction of
the City Council. Investment earnings on the assets in the trust will be the primary vehicle for
reaching the target level of reserves, although periodic contributions may be made from other
sources upon direction of the City Council. Once the assets in the trust reach the target level,
the earnings on the assets may be used to offset a portion of the OPEB plan benefits that are
routinely annually budgeted and paid for using other resources of the general fund.
• VEHICLE REPLACEMENT RESERVE: an amount equal to thirty percent (30%) of the
recorded (book) value of the motor vehicles and associated assets accounted for in the Vehicle
Replacement Fund (an internal service fund). Internal service fund charges to benefitting
departments provide the mechanism for building the reserves in the fund. The charges take
into account the initial acquisition cost of the assets, their expected years of service, and the
estimated cost to replace them at that the end of their useful life. Once the target level is
reached, the adequacy of the reserve with respect to the status of the fleet should be reevaluated
along with the formula used for developing the ISF charges.
The status of each reserve shall be reviewed each year by the City Manager as part of the budgeting
process. The City Manager shall take into account the most recently completed CAFR and any
other pertinent data and make recommendations to the City Council regarding any adjustments to
reserve levels; however, nothing in this policy shall prevent determining or reporting on the level
of any of the reserves at other times during the year.
Page 231 of 310
TITLE: Maintenance of Reserve Funds POLICY #201
ADOPTED: June 26, 1985 AMENDED: May March 4,
20212025
Page 4 of 4
Replenishment of Reserves
If a reserve balance falls below the targeted level, the City shall strive to restore it to the targeted
level through budgetary or other means according to the following guidelines:
• If a reserve is drawn down to 75-99% of its targeted balance, it shall be restored to 100% over
a 1 to 3 year period.
• If a reserve is drawn down to 50-74% of its targeted balance, it shall be restored to 100% over
a 3 to 5 year period.
• If a reserve is drawn down below 50% of its targeted balance, it shall be restored to 100% over
a 5 to 7 year period.
These guidelines may be suspended, in whole or in part, if financial or economic circumstances
prevent meeting any or all of the timelines.
Related Policy References
None
Prior Policy Amendments
May 4, 2021
September 17, 2019
November 21, 2017
June 7, 2016
October 7, 2014
December 10, 2013
March 12, 2002
Page 232 of 310
RESOLUTION NO. 2025 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, 1)
ACCEPTING THE SEWER RATE STUDY; 2) APPROVING REVISIONS TO POLICY NO. 201,
MAINTENANCE OF RESERVE FUNDS; AND 3) SCHEDULING A PUBLIC HEARING AND
DIRECTING STAFF TO MAIL OUT A NOTICE OF PUBLIC HEARING AS REQUIRED BY
PROPOSITION 218.
WHEREAS, the City of National City (“City”) provides wastewater service to more than
17,000 customers within the incorporated area of the City, and owns and operates approximately
100 miles of sewer pipeline, 2,000 manholes, and two lift stations; and
WHEREAS, the City collects and conveys wastewater flows originating from residential
and commercial properties within the City, and connects to the City of San Diego Metropolitan
Wastewater System (“Metro”) to ultimately arrive at San Diego’s Point Loma Treatment Plant for
treatment and disposal; and
WHEREAS, the City endeavors to operate the sewage system in a safe and efficient
manner while meeting the needs of its customers as well as all State and Federal regulatory
requirements, including, but not limited to, State Wastewater Discharge Requirements imposed
by the California State Water Resources Control Board, and others by the U.S. Environmental
Protection Agency; and
WHEREAS, on December 19, 2017, City Council adopted Ordinance No. 2017-2442
establishing sewer service charges for five years from Fiscal Year (“FY”) 2018 (2017-2018)
through FY 2023, in compliance with the Proposition 218 process; and
WHEREAS, on June 6, 2023, City Council adopted Ordinance No. 2023-2521, which
amended Ordinance No. 2017-2442 and maintained the sewer service charges with no increase
for FY 2023-2024 and FY 2024-2025; and
WHEREAS, in the fall of 2024, the City retained Ardurra Group, Inc. (“Ardurra”) to
complete a full Sewer Rate Study report through a review of expected revenue and expenditures
for the next five fiscal years (the “Study”); and
WHEREAS, Ardurra completed the Study and noted key elements of the system’s needs,
including justifying current reserves due to many costs that will occur over the next few years,
some for which the final fiscal impact is still unknown; recognizing that inflation is affecting the
City’s Capital Improvement Program (CIP) costs and that construction costs are still vastly
outpacing inflation; noting that significant CIPs have been identified through recent sewer system
modeling and investigation and that other improvements may be needed in the aging system
based on a comprehensive CCTV evaluation of the pipes in the system; that small rate increases
will help revenue keep up with inflation while a focus on CIP projects will draw down reserves;
and recommending a pass-through of wholesale costs from Metro as allowed by Government
Code section 53756; and
WHEREAS, based on cost of service and projected revenue requirements as set forth in
the Study, the City proposes new sewer service charges; and
Page 233 of 310
WHEREAS, based on a monthly sewer rate comparison of other participating agencies of
the Metro system, the City’s proposed sewer rates would still be among the lowest sewer rates,
even with the proposed rate increase; and
WHEREAS, the Study recommends minor changes to the City’s current reserve policy,
Policy No. 201, Maintenance of Reserve Funds, to reflect modifications to reserves related to the
sewer fund based on the findings and recommendations of the Study; and
WHEREAS, pursuant to the requirements of Proposition 218, the City must hold and
provide notice of a Public Hearing to receive input as it considers a rate adjustment for sewer
service charges to City residences and businesses.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: That the City Council hereby accepts the Sewer Rate Study attached to the
Agenda Report as Exhibit B.
Section 2: That the City Council hereby schedules a public hearing on May 6, 2025
and directs staff to mail out a Notice of Public Hearing, both as required by Proposition 218.
Section 3: That the City Council hereby approves revisions to Policy No. 201,
Maintenance of Reserve Funds, as set forth in Exhibit C to the Agenda Report.
Section 4: That the City Clerk shall certify to the passage and adoption of this
Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 4th day of March, 2025.
Ron Morrison, Mayor
ATTEST:
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
Barry J. Schultz, City Attorney
Page 234 of 310
AGENDA REPORT
Department: Planning
Prepared by: Martin Reeder, AICP – Asst. Director of Community Development
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Staff Report on the Establishment of a Tobacco Retail License Program.
RECOMMENDATION:
Consider Staff Report and Give Direction to Staff on the Inclusion of a Tobacco Retail Program
within NCMC § 9.38 (Restricting the Sale, Display, and Promotion of Tobacco Products or
Cigarettes to Minors).
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
At the meeting of January 21, 2025, the City Council directed staff per a Policy 105 request to
consider development of an Ordinance amending Chapter 9.38 to include a Tobacco Retail
License program.
Chapter 9.38 of the Municipal Code – Restricting the sale, display, and promotion of tobacco
products or cigarettes to minors – was adopted in 2000 and amended in 2003 (Exhibit A). This
chapter contains regulations related to product placement within retail locations located within a
thousand feet of any school, playground, recreation center or facility, childcare center , or library.
Advertisement of tobacco products within one thousand feet of the same is prohibited. Signage
is also required stating that the sale of tobacco products and cigarettes to persons under twenty -
one years of age is prohibited by law and subject to penalties.
In addition to the regulations contained in Chapter 9.38, Titl e 18 (Zoning) also contains
regulations pertaining to tobacco specialty businesses , defined as a business with more than
forty percent of the floor area devoted to the use, display, and/or sales of tobacco products
and/or paraphernalia. Chapter 18.30.230 requires a Conditional Use Permit for such a use.
In 2018 the City Council adopted amendments to Chapters 9.37 (Prohibition of Smoking in Open
Air Dining Areas), 9.38, and Chapter 10.52 (Regulations for the use of municipal parks,
playgrounds and golf courses). These amendments generally amended definitions of tobacco
products to include electronic cigarettes.
Page 235 of 310
In California, it is illegal for retailers and clerks to sell tobacco products to anyone under the age
of 21. This law applies to the sale of traditional tobacco products like cigarettes as well as to the
sale of electronic smoking devices like e-cigarettes and tobacco product paraphernalia. There is
also a requirement for all retailers that sell electronic smoking devices in California to apply to the
California Department of Tax and Fee Administration (CDTFA) for a license. However, this is for
taxation purposes. California law also now prohibits the sale of most flavored tobacco products,
including e-cigarettes and menthol cigarettes. This law went into effect on December 21, 2022.
This Policy 105 Request was initiated based on communication with The National City For Better
Health, in collaboration with SAY San Diego, administrators of the San Diego Smoke-Free
Project, which is encouraging adoption of a Tobacco Retail License (TRL) policy. The TRL
program is aimed at ensuring local and state tobacco laws are being followed. The intention of
the program is for it to be supported through license fees. The main components of a TRL include:
No new license within a thousand feet of youth-oriented facilities
No new license within a thousand feet of another tobacco retailer
No new license within a thousand feet of a cannabis retailer
Total number of retail licenses limited to one per 2,500 residents
No sales of flavored tobacco products
Packaging, labeling, and pricing consistent with manufacturer’s specifications and
applicable federal requirements
Annual renewable permit
No transfer of license between location or person
Compliance monitoring
All other components of the existing Municipal Code sections are maintained in some form in
suggested language provided by SAY San Diego (Exhibit B). The license fees would need to be
determined and approved by City Council.
Per suggested Ordinance language, all lawfully operating retailers would be “deemed approved”
subject to receipt of a Tobacco Retail License and compliance with basic standards such as;
maintenance of license, no cessation of sales for more than 60 days, no substantial change in
premises or operation, compliance with other requirements (e.g., state, federal licensing).
Based on an assessment by SAY San Diego, there are 54 existing tobacco retailers in the City.
Based on the one license per 2,500 residents suggestion, only around 22 new licenses would be
able to be approved (based on an approximate current population of 55,000). This would mean
that, assuming the majority of existing retailers get a license, no new tobacco retail licenses would
be permitted without attrition.
Of note is the suggestion for each licensed premises to be checked annually, as well as least two
compliance checks (decoy checks) per year. While this is potentially good policy, having an
absolute requirement memorialized in an Ordinance may be problematic given that the number
of existing retailers in the City, which would mean more than one inspection per week. Depending
on priorities at the time, the ability to maintain that level of inspection frequency would be
dependent on workload and staff positions.
Page 236 of 310
Other cities in San Diego County that have a tobacco retail license program include Chula Vista,
El Cajon, Escondido, Lemon Grove, Oceanside, San Diego, San Marcos, Solana Beach, and
Vista. The County of San Diego also has its own program. For purposes of this report, staff has
looked at the Chula Vista and County programs.
The City of Chula Vista program is administered by the Police Department and costs $322 each
year. Compliance checks are required every two years. Licensees are required to maintain a
California Cigarette and Tobacco Products Retailer’s License in addition to a City business license
and Tobacco Retailers Permit. The County of San Diego program costs $730 per year and
requires compliance checks, including decoy operations, once a year.
If the City Council opts to create a Tobacco Retail License program, staff suggests a fee closer
to that of the County of San Diego ($730), but a compliance schedule (with decoy operations as
an optional component dependent on workload and staff levels/priorities) similar to Chula Vista
(checks at least once every two years).
FINANCIAL STATEMENT:
Any license program is intended to be paid for by license fees, which would need to be calculated
based on expected staff time for implementation and inspection of the program and issued
licenses.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Health, Environment, and Sustainability.
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – National City Municipal Code Section: Title 9.38
Exhibit B – Sample Ordinance (provided by The National City for Better Health and SAY San Diego)
Exhibit C – SAY San Diego PowerPoint Presentation
Page 237 of 310
Chapter 9.38 RESTRICTING THE SALE, DISPLAY AND PROMOTION OF TOBACCO PRODUCTS OR CIGARETTES TO
MINORS
National City, California, Code of Ordinances Created: 2025-01-29 17:25:06 [EST]
(Supp. No. 65, Update 1)
Page 1 of 3
Chapter 9.38 RESTRICTING THE SALE, DISPLAY AND PROMOTION OF TOBACCO
PRODUCTS OR CIGARETTES TO MINORS
9.38.010 Purpose and intent.
It is the purpose and intent of the city council to enact regulations further restricting the sale or display of
tobacco products and cigarettes in the city to minors, beyond that provided for by state law. Ac cordingly, the city
council enacts the following regulations as not preempted by the Federal Cigarette Labeling and Advertising Act,
15 U.S Code Section 1332, et seq.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.020 Definitions.
For purposes of this chapter:
"Advertising display" means a sign, sign-board, billboard, poster, or banner that is temporarily or
permanently placed within a building or displayed in the window(s) of a commercial establishment to advertise or
promote products. It does not include printed material on the container of a product sold at retail.
"Cigarette," as used in this chapter and as defined by 15 U.S. Code Section 1332, means: (A) any roll of
tobacco wrapped in paper or in any substance not containing tobacco; and (B) any roll of tob acco wrapped in any
substance containing tobacco which, because of its appearance, the type of tobacco used in the filler, or its
packaging and labeling, is likely to be offered to, or purchased by, consumers as a cigarette described in
subparagraph A of this definition.
"Playground" means any outdoor premises or grounds owned or operated by the city, a public or private
school, childcare center, or youth or recreational center, that contains any play or athletic equipment used or
intended to be used by minors.
"Recreation center or facility" means any recreation center or facility under the control, direction or
management of the city.
"School" means any public or private elementary or secondary school, attendance at which satisfies the
compulsory education laws of the state of California.
"Self-service display" means an open display of tobacco products to which the public has access without the
intervention of an employee.
"Tobacco advertising display" means an advertising display that concerns tobacco products.
"Tobacco product" means any substance or product other than cigarettes containing tobacco leaf, including
but not limited to cigars, pipe tobacco, snuff, chewing tobacco, and dipping tobacco.
"Tobacco retailer" or "tobacco retail store" means any person or business entity that sells any tobacco
product or cigarettes and includes an employee of that person or business entity. Any retail establishment selling
tobacco products or cigarettes incidental to other merchandise qualifies within this definition.
"Vendor-assisted" means that only a store employee has access to a particular product and assists a
customer by supplying the product, and the customer does not take possession of the product until it is purchased.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
Page 238 of 310
Created: 2025-01-29 17:25:06 [EST]
(Supp. No. 65, Update 1)
Page 2 of 3
9.38.030 Measure of distance.
The distance between any tobacco retail store and any school, playgroun d, recreation center of facility,
childcare center, or library, shall be measured in a straight line, without regard to intervening structures, from the
exterior of the tobacco retail store to the closest property line of the school, playground, recreation center or
facility, childcare center, or library.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.040 Restrictions on location of tobacco products and tobacco advertising displays.
A. It is unlawful for any tobacco retailer to place, maintain, or cause to be placed or maintained any tobacco
product or tobacco advertising display within two feet of any candy, snack, or nonalcoholic beverage display
inside a tobacco retail store located within one thousand feet of any school, playground, recreation center or
facility, childcare center or library.
B. Except as allowed in Section 9.38.040(A), it is unlawful for any person to advertise tobacco products within
one thousand feet of any school, playground, recreation center or facility, childcare center or library.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.050 Exceptions to location of tobacco products and tobacco advertising displays inside
retail establishments.
A. Section 9.38.040 does not apply to commercial establishments where access to the premises by persons
under twenty-one years of age is prohibited by law.
B. Section 9.38.040A does not apply within any establishment to displays containing tobacco products which
are not accessible and visible to patrons, or to displays located above, behind or below a sales counter and
which are not accessible to patrons. Any display containing tobacco products shall not be used as an
"advertising display" as defined in Section 9.38.020.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
(Ord. No. 2018-2452, § 4, 12-4-2018)
9.38.060 Self-service sale and distribution of tobacco products —Prohibited.
It is unlawful for any tobacco retailer to sell, permit to be sold, offer for sale, or display for purposes of sale,
by means of self-service displays or by any means other than vendor-assisted sales, any tobacco products or
cigarettes.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.070 Restrictions on distribution of free tobacco samples, promotional items or cigarettes
to minors.
A. It is unlawful for tobacco retailer to distribute free tobacco products or promotional items, except in
enclosed areas where minors are not permitted.
Page 239 of 310
Created: 2025-01-29 17:25:06 [EST]
(Supp. No. 65, Update 1)
Page 3 of 3
B. It is unlawful for any tobacco retailer to permit or allow a minor to be within six feet of any area or display
where cigarettes are distributed free or at reduced cost as part of a promotion.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.080 Posting of signs regarding tobacco products and cigarette sales to minors.
A. Every tobacco retailer shall post conspicuously in their place of business at each point of purchase a notice
stating that the sale of tobacco products and cigarettes to persons under twenty -one years of age is
prohibited by law and subject to penalties, except for United States Armed Forces active duty personnel with
military ID who are at least eighteen years of age. The notice shall also state that photo identification is
required to purchase tobacco products and cigarettes. The letters of the sign shall be at least one-half inch in
height.
B. Any sign meeting the content requirements of California Business and Professional Code Section 22952(b)
and regulations promulgated thereunder, and the posting requirements of California Penal Code Section
308(c), satisfies subsection "A" of this section.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
(Ord. No. 2018-2452, § 5, 12-4-2018)
9.38.090 Extensions for compliance.
A. Any business that needs to make modifications to its business premises or advertising practices in order to
comply with Sections 9.38.040, 9.38.060, or 9.38.080 of this chapter must comply within sixty calendar days
after June 30, 2003.
B. Any business owner may apply to the city manager, through the planning director, for a reasonable
extension of time within which to comply with Sections 9.38.040, 9.38.060 or 9.38.080 of this chapter,
provided that the application for extension is submitted on or before the last day of the sixty-day compliance
period.
C. An extension may be granted only for good cause for a maximum of one year from the effective date. "Good
cause" means that the extension is necessary to prevent the business from suffering unreasonable financial
hardship, or to prevent unreasonable disruption in business operations.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
9.38.100 Enforcement.
A. Violations of this chapter shall be prosecuted as infractions for the first offense, and may be prosecuted as
misdemeanors for subsequent offenses, subject to the penalties provided in Section 1.20.010 of this code. In
addition, injunctive relief, civil penalties or administrative remedies provided in Title 1 of this code, may be
sought or imposed for violations.
B. This chapter may be enforced by any police officer, building inspector, code conformance officer, business
license inspector or fire inspector.
(Ord. 2223 § 1 (part), 2003: Ord. 2172 § 1 (part), 2000)
Page 240 of 310
Exhibit “B” Sample Ordinance
ORDINANCE NO. XXXX-XXXX
AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF NATIONAL CITY
AMENDING TITLE 9 OF THE NATIONAL CITY MUNICIPAL CODE BY AMENDING
CHAPTER 9.38
PERTAINING TO TOBACCO RETAILER LICENSE AND RESTRICTING THE SALE,
DISPLAY AND PROMOTION OF TOBACCO TO YOUTH
BE IT ORDAINED by the City Council of the City of National City that the National City Municipal
Code is amended as follows:
SECTION 1. That Chapter 9.38 of the National City Municipal Code is amended in its entirety to read
as follows:
Chapter 9.38
TOBACCO RETAILER LICENSE AND RESTRICTING THE SALE, DISPLAY AND
PROMOTION OF TOBACCO TO YOUTH
Section 9.38.010 Purpose and intent.
WHEREAS, the City Council of National City hereby finds and declares as follows:
WHEREAS, the City Council finds that a local licensing system for tobacco retailers is appropriate to
ensure that retailers comply with commercial tobacco control laws and business standards of the City
Council, to protect the health, safety, and welfare of our residents;
WHEREAS, approximately 480,000 people die in the United States from smoking-related diseases
and exposure to secondhand smoke every year, making commercial tobacco use the nation’s leading
cause of preventable death;2
WHEREAS, the World Health Organization (WHO) estimates that commercial tobacco kills 8 million
people and causes over 1.4 trillion dollars in economic damage each year;136
WHEREAS, 5.6 million of today’s Americans who are younger than 18 are projected to die
prematurely from a smoking-related illness;2
WHEREAS, commercial tobacco use is the number one cause of preventable death in California137
and continues to be an urgent public health issue, as evidenced by the following:
• 40,000 California adults die from their own smoking annually;1
• More than 25% of all adult cancer deaths in California are attributable to smoking;138
• Smoking costs California $13.29 billion in annual health care expenses, $3.58 billion in Medicaid
costs caused by smoking, and $10.35 billion in smoking-caused productivity losses;139
• Commercial tobacco use can cause disease in nearly all of the organs of the body and is
responsible for 87% of lung cancer deaths, 32% of coronary heart disease deaths, and 79% of all
cases of chronic obstructive pulmonary disease in the United States;2
WHEREAS, commercial tobacco use among priority populations in California contributes to health
disparities and creates significant barriers to health equity, as evidenced by the following:
Page 241 of 310
Exhibit “B” Sample Ordinance
• African American (20.4%), Asian or Pacific Islander (11.4%), and Hispanic (15.2%) males
all report a higher smoking prevalence than the statewide average among all adults (11.0%);9
• American Indian/Alaska Native Californians have the highest smoking prevalence
(19.1%) among all reported adult demographic populations;9
• Smoking is more prevalent among rural (14.9%) compared to urban (10.6%) Californians;9
• Californians with the highest levels of educational attainment and annual household income have
the lowest smoking prevalence;9
• Adults who identify as lesbian, gay, bisexual, or transgender report smoking at a higher rate
(17.4%) than the statewide average (11.0%);9
• Those who reported experiencing psychological distress in the past month smoke at rates
(26.7%) higher than the statewide average (11.0%);9
WHEREAS, despite the state’s efforts to limit youth access to commercial tobacco, youth are still able
to access tobacco products, as evidenced by the following:
• In California, research indicates over 67% of current and former adult smokers started by the age
of 18 and almost 100% start by age 26;140
• In California, from 2017 to 2018, approximately 13% of high school students reported using
commercial tobacco;9
• Disparities in commercial tobacco use exist among California high school students, with higher
rates found among LGBTQ, American Indian, and Pacific Islander youth;9
• Unless smoking rates decline, an estimated 441,000 of all California youth who are alive today
will die prematurely from smoking-related diseases;1
• In 2017, 22.8% of high school students in California had tried cigarette smoking;141
• Between 2014 and 2018, electronic smoking device use among California youth increased from
14.1% to 46.2%;8
WHEREAS, the tobacco industry encourages youth and young adult commercial tobacco initiation
through predatory targeting,11 as evidenced by the following:
• Tobacco companies target young adults ages 18 to 24 to increase their frequency of commercial
tobacco use and encourage their transition to habitual users;66
• Tobacco industry documents state that if “a man has never smoked by the age of 18, the odds
are three-to-one he never will. By age 24, the odds are twenty-to-one”;142
• The tobacco industry spends an estimated $496 million annually to market tobacco products to
California residents;139
WHEREAS, California retailers continue to sell commercial tobacco to underage consumers,
evidenced by the following:
• 9.3% of high school students in California reported buying their own electronic cigarette from a
store;141
• 19.1% of California tobacco retailers unlawfully sold tobacco products to underage persons in
2018;9
WHEREAS, requiring tobacco retailers to obtain a tobacco retailer license will not unduly burden
legitimate business activities of retailers who sell tobacco products to adults but will, however, allow
the City Council to regulate the operation of lawful businesses to discourage violations of federal,
state, and local commercial tobacco control and youth tobacco access laws, as evidenced by the
following:
• Tobacco products are the number one seller in U.S. convenience stores, and in 2018, they
generated an average of $595,870 in sales per store;143
• Systematic scientific reviews indicate that merchant compliance with youth commercial tobacco
sales laws reduces the rate of commercial tobacco use among adolescents;26,27
Page 242 of 310
Exhibit “B” Sample Ordinance
• Studies found increased retailer compliance and reduced commercial tobacco sales to youth
following implementation and active enforcement of youth commercial tobacco sales laws paired
with penalties for violations;144,145
• A review of 41 California communities with strong tobacco retailer licensing ordinances found
that youth sales rates declined in 40 of these communities after the ordinances were enacted,
with an average 69% decrease in the youth sales rate;25
WHEREAS, the federal Family Smoking Prevention and Tobacco Control Act (“Tobacco Control Act”),
enacted in 2009, prohibited candy- and fruit-flavored cigarettes,28 largely because these flavored
products are marketed to youth and young adults,26,35,145 and younger smokers were more likely than
older smokers to have tried these products;26
WHEREAS, neither federal nor California state laws restrict the sale of menthol cigarettes or flavored
non-cigarette tobacco products, such as cigars, cigarillos, smokeless tobacco, hookah tobacco,
electronic smoking devices, and the solutions used in these devices;
WHEREAS, in 2018, more than 86% of tobacco retailers in California sold flavored non- cigarette
tobacco products, over 91% of tobacco retailers sold menthol cigarettes,80 and, as of 2016, 8 out of 10
tobacco retailers near schools sold flavored non-cigarette tobacco products;147
WHEREAS, flavored tobacco products are used by the majority of youth and young adult commercial
tobacco users (86.4% and 57.7%, respectively) in California;9
WHEREAS, mentholated and flavored products have been shown to be “starter” products for youth
who begin using commercial tobacco26,148,149 and that these products help establish commercial
tobacco habits that can lead to long-term addiction;26,150,151
WHEREAS, between 2004 and 2014, use of non-menthol cigarettes decreased among all
populations, but overall use of menthol cigarettes increased among young adults (ages 18 to 25) and
adults (ages 26+);30
WHEREAS, flavored tobacco has significant public health implications for youth and people of color
as a result of targeted industry marketing strategies and product manipulation;11,26,152,153
WHEREAS, the State of California acknowledges that youth usage of flavored tobacco products
continues to rise and that while the FDA recently announced a partial ban of certain flavored
electronic cigarette products, the policy does not adequately address the health and safety of
California children as it makes dangerous exemptions; 196
WHEREAS, the State of California, in response to the rising epidemic of youth usage of flavored
tobacco products, the intentional targeted marketing of certain flavored tobacco products to
communities of color, low-income individuals, and the LGBTQ community, and the aggressive
marketing of menthol-flavored products to African American community members, enacted SB 793,
which came into effect on December 21, 2022; 196
WHEREAS, a review of advertising, promotions, and pack prices near California high schools found
that “for each 10 percentage point increase in the proportion of Black students, the proportion of
menthol advertising increased by 5.9% ... the odds of a Newport [a leading brand of mentholated
cigarettes] promotion were 50% higher ... and the cost of Newport was 12 cents lower.” There was no
such association found for non-mentholated cigarettes;154
Page 243 of 310
Exhibit “B” Sample Ordinance
WHEREAS, scientific reviews by the FDA and the Tobacco Products Scientific Advisory Committee
(“TPSAC”) found marketing of menthol cigarettes likely increases the prevalence of smoking among
the entire population, but especially among youth, African Americans,33 and possibly Hispanic and
Latino individuals;34 and that menthol cigarettes are associated with increased initiation and
progression to regular cigarette smoking, increased dependence on cigarettes, and reduced success
in smoking cessation, especially among African American menthol smokers;33
WHEREAS, research indicates that the FDA ban in 2009 on all flavored cigarette products (except
menthol) led to a 6% decrease in youth commercial tobacco use and a 17% decrease in the likelihood
of a youth becoming a cigarette smoker;155
WHEREAS, studies indicate that laws prohibiting the sale of flavored tobacco products lead to
decreases in youth commercial tobacco use, as evidenced by the following:
• An evaluation of New York City’s law, which prohibits the sale of all flavored tobacco, excluding
menthol, indicated that as a result of the law, youth had 37% lower odds of ever trying flavored
tobacco products and 28% lower odds of ever using any type of tobacco;156
• An evaluation of a law in Providence, Rhode Island, which prohibits the sale of all
flavored tobacco, excluding menthol, indicated that as a result of the law, current use of any
tobacco product among high school youth declined from 22% to 12% and e-cigarette use
declined from 13.3% to 6.6%, even as statewide e-cigarette use among high school increased to
more than 20%;157
WHEREAS, the health effects of non-cigarette tobacco products such as cigars, cigarillos, smokeless
tobacco, and shisha are substantial as demonstrated by research that shows that non-cigarette
tobacco products have addictive levels of nicotine, harmful toxins, and dangerous carcinogens;158-164
WHEREAS, unlike cigarette use that has steadily declined among youth, the prevalence of the use of
non-cigarette tobacco products has increased among California youth;9
WHEREAS, evidence also suggests that cigarettes are cheaper in neighborhoods with lower
household incomes,118,168 Newport menthol cigarettes cost less in areas with higher proportions of
African Americans,118 and underserved communities are targeted with price discounts and
coupons;169-171
WHEREAS, tobacco companies spend considerably to decrease the price of their products in order to
counter state and local commercial tobacco control efforts, appeal to price-sensitive consumers, and
increase demand for tobacco products. For example, tobacco companies spent the majority of their
cigarette marketing budgets on price discounts, accounting for nearly $6.2 billion of $8.6 billion
advertising and promotional expenditures in 2018; 50,51,62
WHEREAS, the tobacco industry’s price discounting strategies, such as coupons and multiple-
package discounts, are popular among consumers, with more than half of adults using some price
minimization strategy.70 Coupon receipt and redemption appears more prevalent among white,
younger, female, sexual minority, and more nicotine dependent smokers.172 In California, individuals
who used price minimization strategies saved an average $1.04 per pack (or 18.6% off the total) in
2010;70
WHEREAS, price-discounted sales account for a substantial proportion of overall tobacco product
sales;63
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WHEREAS, by selling tobacco products, pharmacies reinforce positive social perceptions of smoking,
convey tacit approval of commercial tobacco use, and send a message that it is not so dangerous to
smoke;178,179
WHEREAS, pharmacies sell cigarettes cheaper than other stores118 and advertise tobacco product
discounts more than other stores in California;80
WHEREAS, commercial tobacco-free pharmacy sales policies decrease the availability of tobacco
products by reducing tobacco retailer density by up to three times compared with communities that do
not have such policies,119 and immediately after the nationwide CVS policy change to not sell tobacco
products, cigarette purchases declined and smokers who had previously purchased their cigarettes
exclusively at CVS were up to twice as likely to stop buying cigarettes entirely;120
WHEREAS, research indicates that the density and proximity of tobacco retailers increase smoking
behaviors, including number of cigarettes smoked per day,90 particularly in neighborhoods
experiencing poverty;90,180-182
WHEREAS, the density of tobacco retailers near adolescents’ homes has been associated with
increased youth smoking rates101 and initiation of noncigarette tobacco product use;183
WHEREAS, adults who smoke are likely to have a harder time quitting when residential proximity to
tobacco retailers is closer107 and density is higher;184-186
WHEREAS, tobacco retailers are more prevalent in underserved communities, especially in
neighborhoods with a higher proportion of African American or Hispanic residents;93-98
WHEREAS, tobacco retailer density is higher in urban compared to rural areas, except for low-
income communities, which have higher tobacco retailer densities regardless of geography, and
Hispanic communities, which are associated with variable retailer densities across geography;97,187
WHEREAS, policies to reduce tobacco retailer density have been shown to be effective103,104,188,189
and can reduce or eliminate inequities in the location and distribution of tobacco retailers;103,104
WHEREAS, six out of 10 tobacco retailers in California sold cigar products using cannabis-related
flavor descriptors and these retailers were more prevalent in school neighborhoods with lower median
income;190
WHEREAS, both youth and adult commercial tobacco users are more likely to also use
cannabis;191,192
WHEREAS, strict enforcement of policies prohibiting retail sales of cigarettes to youth, sales of
cigarettes via vending machines, and other means through which youth gain access to commercial
tobacco in the business settings can limit their opportunities to obtain these products;26,27
WHEREAS, strong policy enforcement and monitoring of retailer compliance with tobacco control
policies (e.g., requiring identification checks) is necessary to achieve reductions in youth tobacco
sales;193,194
WHEREAS, the Institute of Medicine recognizes that retailers are not likely to comply with youth
commercial tobacco access laws unless such laws are actively enforced through retailer compliance
checks paired with meaningful penalties on business owners for violations;195
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WHEREAS, according to survey data collected by SAY San Diego and published in 2023 for National
City, 18% of tobacco product retailers sold tobacco products to underage investigators, and 26% of
store clerks failed to ask investigators for their age-verification documents;197
WHEREAS, over 25% of tobacco retailers are within 500 feet of a school in National City, and over
50% of retailers are within 1000 feet of a school in National City;198
WHEREAS, state law explicitly permits cities and counties to enact local tobacco retail licensing
ordinances, and allows for the suspension or revocation of a local license for a violation of any state
tobacco control law (Cal. Bus. & Prof. Code § 22971.3);
WHEREAS, California courts have affirmed the power of the city council to regulate business activity
to discourage violations of law. See, e.g., Cohen v. Board of Supervisors, 40 Cal. 3d 277 (1985);
Bravo Vending v. City of Rancho Mirage, 16 Cal. App. 4th 383 (1993); Prime Gas, Inc. v. City of
Sacramento, 184 Cal. App. 4th 697 (2010);
WHEREAS, over 180 cities and counties in California have passed tobacco retailer licensing
ordinances in an effort to stop youth from using tobacco;9
WHEREAS, survey data from neighboring City of Chula Vista collected by city staff in 2020 and 2021
suggests that at least 35% of students in grades 9-12 in the Sweetwater Union High School District
had used an electronic cigarette/vaping device at least once, and that 44% of electronic
cigarettes/vaping devices were access from retail locations (e.g. convenience stores, gas stations,
vape shops) with a further 18% acquired through online purchase;199
WHEREAS, in the City Council has a substantial interest in protecting youth and underserved
populations from the harms of commercial tobacco use; and
WHEREAS, survey data from National City residents collected by SAY San Diego in 2023 suggests
the majority of National City residents would support a tobacco retailer license requirement and
believe that such a license would reduce commercial tobacco product sales to minors;200 and
WHEREAS, the City Council finds that a local licensing system for tobacco retailers is appropriate to
ensure that retailers comply with tobacco control laws and business standards of the city in order to
protect the health, safety, and welfare of our residents;
NOW THEREFORE, it is the intent of the City Council, in enacting this ordinance, to ensure
compliance with the business standards and practices of the City and to encourage responsible
tobacco retailing and to discourage violations of tobacco-related laws, especially those which prohibit
or discourage the sale or distribution of tobacco products to youth, but not to expand or reduce the
degree to which the acts regulated by federal or state law are criminally proscribed or to alter the
penalties provided therein. Accordingly, the City Council enacts the following regulations as not
preempted by the Federal Cigarette Labeling and Advertising Act, 15 U.S. Code sec. 1332, et seq.
Section 9.38.020 Definitions. For purposes of this chapter:
A. "Arm's Length Transaction" means a sale in good faith and for valuable consideration that
reflects the fair market value in the open market between two informed and willing parties,
neither of which is under any compulsion to participate in the transaction. A sale between
relatives, related companies or partners, or a sale for which a significant purpose is
avoiding the effect of the violations of this chapter is not an Arm's Length Transaction.
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B. "Applicant" means the Person applying for a permit pursuant to this chapter.
C. “Cannabis” has the meaning set forth in California Business and Professions Code Section 26001,
as that section may be amended from time to time.
D. “Cannabis Product” has the meaning set forth in California Business and Professions Code
Section 26001, as that section may be amended from time to time.
E. “Cannabis Retailer” means any retail establishment in which cannabis or cannabis products are
sold or offered for sale to persons that do not hold a license to engage in commercial cannabis
activity issued by the State of California in accordance with the Business and Professions Code
Section 26000 et seq., as that section may be amended from time to time.
F. “Child-Resistant Packaging” means packaging that meets the definition set forth in Code of
Federal Regulations, title 16, section 1700.15(b), as in effect on January 1, 2015, and was tested
in accordance with the method described in Code of Federal Regulations, title 16, section
1700.20, as in effect on January 1, 2015.
G. “Cigar” means any roll of tobacco other than a cigarette wrapped entirely or in part in tobacco or
any substance containing tobacco and weighing more than 4.5 pounds per thousand.
H. “Cigarette” means: (1) any roll of tobacco wrapped in paper or in any substance not containing
tobacco; and (2) any roll of tobacco wrapped in any substance containing tobacco which, because
of its appearance, the type of tobacco used in the filler, or its packaging and labeling, is likely to be
offered to, or purchased by, consumers as a cigarette described herein.
I. "City" means City of National City, California.
J. “Compliance checks” means systems the department uses to investigate and ensure that tobacco
retailers are following and complying with the requirements of this chapter. Compliance checks
may involve the use of persons between the ages of 18 and 20 who purchase or attempt to
purchase tobacco products. Compliance checks may also be conducted by the department or
other units of government for educational, research, and training purposes or for investigating or
enforcing federal, state, or local laws and regulations relating to tobacco products.
K. “Coupon” means any voucher, rebate, card, paper, note, form, statement, ticket, image, or other
issue, whether in paper, digital, or other form, used for commercial purposes to obtain an article,
product, service, or accommodation without charge or at a discounted price.
L. “Delivery sale” means the sale of any tobacco product to any person for personal consumption
and not for resale when the sale is conducted by any means other than an in-person, over-the-
counter sales transaction in a tobacco retail establishment. Delivery sale includes the sale of any
tobacco product when the sale is conducted by telephone, other voice transmission, mail, the
internet, or app-based service. Delivery sale includes delivery by licensees or third parties by any
means, including curbside pick-up.
M. “Department” means [ insert department name ] and any agency or person designated by the City
to enforce or administer the provisions of this chapter.
N. "Electronic Smoking Device" means an electronic device that may be used to deliver any
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Exhibit “B” Sample Ordinance
aerosolized or vaporized substance to the person inhaling from the device, including, but
not limited to, an e-cigarette, e-cigar, e-pipe, vape pen, or e-hookah. “Electronic Smoking
Device” includes any component, part, or accessory of the device, and also includes any
substance that may be aerosolized or vaporized by such device, whether or not the
substance contains nicotine. “Electronic Smoking Device” does not include “drugs,”
“devices,” or “combination products,” authorized for sale by the U.S. Food and Drug
Administration, as those terms are defined in the Federal Food, Drug, and Cosmetic Act. "
O. "Flavored Tobacco Product" means any tobacco product that imparts:
1. a taste or odor distinguishable by an ordinary consumer, other than the taste or odor of
tobacco, either prior to or during the consumption of such tobacco product, including but not
limited to tastes or odors relating to any fruit, chocolate, vanilla, honey, candy, cocoa, dessert,
alcoholic beverage, mint, wintergreen, menthol, herb, or spice; or
2. a cooling or numbing sensation distinguishable by an ordinary consumer during the
consumption of such tobacco product.
P. “Full Retail Price” means the displayed price plus all applicable taxes and fees if such taxes
and fees are not included in the displayed price. For the purposes of this chapter, “Displayed
Price” means the price displayed for a tobacco product on its packaging or on any related
shelving, advertising, or display where the tobacco product is sold or offered for sale.
Q. "Little Cigar” means any roll of tobacco other than a cigarette wrapped entirely or in part in
tobacco or any substance containing tobacco and weighing no more than 4.5 pounds per
thousand. Little Cigar includes, but is not limited to, tobacco products known or labeled as
small cigar, little cigar, or cigarillo.
R. “Manufacturer” means any person, including any repacker or relabeler, who manufactures,
fabricates, assembles, processes, or labels a tobacco product, or imports a finished
tobacco product for sale or distribution into the United States.
S. “Moveable Place of Business” means any form of business that is operated out of a kiosk,
truck, van, automobile or other type of vehicle or transportable shelter and not a fixed
address store front or other permanent type of structure authorized for sales transactions.
T. "Person" means any human being, partnership, cooperative association,
corporation, personal representative, receiver, trustee, assignee, or any other
legal entity.
U. “Pharmacy” means any retail establishment in which the profession of pharmacy is
practice by a pharmacist licensed by the State of California in accordance with the
Business and Professions Code and where prescription pharmaceuticals are offered for
sale, regardless of whether the retail establishment sells other retail goods in addition to
prescription pharmaceuticals.
V. “Proprietor” means a person with an ownership or managerial interest in a business. An
ownership interest shall be deemed to exist when a person has a 10% or greater interest in the
stock, assets, or income of a business other than the sole interest of security for debt. A
managerial interest shall be deemed to exist when a person has or shares ultimate control over
the day-to-day operations of a business.
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W. “Recreation Facility” means an area, place, structure, or other facility that is used either
permanently or temporarily for community recreation, even though it may be used for other
purposes, and includes but is not limited to, a gymnasium, playing court, playing field, and
swimming pool.
X. “Sale” mean any transfer, exchange, barter, gift, offer for sale, or distribution for a commercial
purpose, in any manner or by any means whatsoever.
Y. "Self-Service Display" means the open display or storage of tobacco products in a manner that
is physically accessible in any way to the general public without the assistance of the retailer
or employee of the retailer and a direct face-to-face transfer between the purchaser and the
retailer or employee of the retailer. A vending machine is a form of Self-Service Display.
Z. “Smoking” means inhaling, exhaling, burning, or carrying any lighted or heated cigar, cigarette,
or pipe, or any other lighted or heated product containing, made, or derived from nicotine,
tobacco, marijuana, or other plant, whether natural or synthetic, that is intended for inhalation.
“Smoking” includes using an electronic smoking device.
AA. ''Tobacco Product" means:
1. Any product containing, made of, or derived from tobacco or nicotine that is intended
for human consumption or is likely to be consumed, whether inhaled absorbed, or
ingested by any other means, including but not limited to, a cigarette, a cigar, pipe
tobacco, snuff, snus, or chewing tobacco;
2. Any electronic smoking device and any substances that may be aerosolized or vaporized by
such device, whether or not the substance contains nicotine; or
3. Any component, part, or accessory of (1) or (2), whether or not any of these contains
tobacco or nicotine, including but not limited to filters, rolling papers, blunt or hemp wraps,
hookahs, mouthpieces, and pipes. ''Tobacco Product" does not mean “drugs,” “devices,” or
“combination products,” authorized for sale by the United States Food and Drug
Administration, as those terms are defined in the Federal Food, Drug, and Cosmetic Act.
BB. ''Tobacco Retailer" means any person who sells, offers for sale, or exchanges or offers to
exchange for any form of consideration, tobacco products. This definition is without regard to
the quantity of tobacco products sold, offered for sale, exchanged, or offered for exchange.
CC. “Tobacco Retailing” means engaging in the activities of a tobacco retailer.
DD. “Youth-Oriented Facility” means a parcel in the city that is occupied by:
1. a private or public kindergarten, elementary, middle, junior high, or high school;
2. a library open to the public;
3. a playground open to the public;
4. a youth center, defined as a facility where children, ages 6 to 17, inclusive, come together
for programs and activities;
5. a recreation facility open to the public, defined as an area, place, structure, or other
facility that is used either permanently or temporarily for community recreation, even
though it may be used for other purposes;
6. a park open to the public or to all the residents of a private community;
7. a licensed child-care facility or preschool [other than a small-family day care home or a large-
family day care home [as defined in California Health & Safety Code § 1596.78]].
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Exhibit “B” Sample Ordinance
Section 9.38.030 General requirements and prohibitions.
A. Tobacco retailer’s license required. It shall be unlawful for any person to engage in tobacco retailing in
the City without first obtaining and maintaining a valid tobacco retailer’s license for each location at
which tobacco retailing is to occur.
B. Lawful business operation. In the course of tobacco retailing or in the operation of the business or
maintenance of the location for which a license issued, it shall be a violation of this chapter for a
licensee, or any of the licensee’s agents or employees, to violate any local, state, or federal law
applicable to the sale of tobacco products.
C. Smoking prohibited. Smoking, including smoking for the purpose of sampling any tobacco product, is
prohibited within the indoor area of any retail establishment licensed under this chapter. Smoking also
prohibited outdoors within 25 feet of any retail establishment licensed under this chapter.
D. Minimum Legal Sales Age. No person engaged in tobacco retailing shall sell a tobacco product to a
person under 21 years of age.
E. Display of License. Each tobacco retailer license shall be prominently displayed in a publicly visible
location at the licensed location.
F. Positive identification required. No person engaged in tobacco retailing shall sell a tobacco product to
another person without first verifying by means of government- issued photographic identification that
the recipient is at least 21 years of age.
G. Self-service displays prohibited. Tobacco retailing by means of a self-service display is prohibited.
H. On-site Sales. All sales of tobacco products shall be conducted in-person in the licensed location. It
shall be a violation of this chapter for any tobacco retailer or any of the tobacco retailer’s agents or
employees to engage in the delivery sale of tobacco products or to knowingly or recklessly sell or
provide tobacco products to any person that intends to engage in the delivery sale of the tobacco
product in the City.
I. Posting of Signs. Every tobacco retailer shall post conspicuously in their place of business at
each point of purchase a notice stating that the sale of tobacco products and cigarettes to
persons under twenty-one years of age is prohibited by law and subject to penalties. The notice
shall also state that photo identification is required to purchase tobacco products. The letters of
the sign shall be at least one-half inch in height.
a. Any sign meeting the content requirements of California Business and Professional Code
Section 22952(b) and regulations promulgated thereunder, and the posting requirements of
California Penal Code Section 308(c), satisfies Subsection I of this Section.
Section 9.38.040 Limits on eligibility for a tobacco retailer license.
A. Mobile Vending. No license may issue to authorize tobacco retailing at other than a fixed
location. No tobacco retail license will be issued to a moveable place of business.
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B. Licensed cannabis businesses. No license may issue, and no existing license may be renewed,
to authorize tobacco retailing at a location licensed for commercial cannabis activity by the State
of California under Business and Professions Code Division 10.
C. Pharmacies. One year after the effective date of this ordinance, no license may issue, and no
existing license may be renewed, to authorize tobacco retailing in a pharmacy.
D. Proximity to youth-oriented facilities. No new license may issue to authorize tobacco retailing
within 1,000 feet of a youth-oriented facility as measured by a straight line from the nearest point
of the property line of the parcel on which the youth-oriented facility is located to the nearest
point of the property line of the parcel on which the applicant’s business is located.
E. Proximity to other tobacco retailers. No new license may issue to authorize tobacco retailing
within 1,000 feet of a tobacco retailer location already licensed pursuant to this chapter as
measured by a straight line from the nearest point of the property line of the parcel on which the
applicant’s business is located to the nearest point of the property line of the parcel on which an
existing licensee’s business is located.
F. Proximity to cannabis retailers. No new license may issue to authorize tobacco retailing within [
1,000 ] feet of an existing cannabis retailer as measured by a straight line from the nearest point
of the property line of the parcel on which the applicant’s business is located to the nearest point
of the property line of the parcel on which an existing cannabis retailer is located.
G. Measure of distance. The distance between any tobacco retail store and any school,
playground, recreation center or facility, childcare center, library, or other tobacco retailer, or
cannabis retailer, shall be measured in a straight line, without regard to intervening structures,
from the exterior of the tobacco retail store to the closest property line of the school, playground,
recreation center or facility, childcare center, or library.
H. Population and density. The issuing of tobacco retailer licenses is limited as follows:
1. The total number of tobacco retailer licenses within the city shall be limited to one
for each [ 2,500 ] inhabitants of the city.
2. For the purposes of this subsection, the total population of the city shall be
determined by the most current published total available from the U.S. Census
Bureau or the California State Department of Finance, whichever has been more
recently updated, as of the date the license application is filed.
3. No new license may issue to authorize tobacco retailing if the number of
tobacco retailer licenses already issued equals or exceeds the total number
authorized pursuant to subsection (1).
I. Existing retailers. A tobacco retailer operating lawfully on the date this ordinance is adopted may
receive an exemption from Subsection D, E, F, and H, as long as all of the following conditions
are met:
1. the license is timely obtained and is renewed without lapse or revocation;
2. the tobacco retailer is not closed for business or otherwise suspends Tobacco
Retailing for more than sixty (60) consecutive days;
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Exhibit “B” Sample Ordinance
3. the tobacco retailer does not substantially change the business premises or
business operation. A substantial change to the business operation includes, but
is not limited to, the transferring of a location to a new Proprietor(s); and
4. the tobacco retailer retains the right to operate under other applicable laws.
J. Change of business dispute. If the City determines that a tobacco retailer has substantially
changed their business premises or operation and the tobacco retailer disputes this
determination, the Tobacco Retailer bears the burden of proving by a preponderance of
evidence that such change(s) do not constitute a substantial change.
Section 9.38.050 Restrictions on location of tobacco products, and tobacco advertising
displays.
A. It is unlawful for any tobacco retailer to place, maintain or cause to be placed or maintained
any tobacco product or tobacco advertising display within two feet of any candy, snack, or non-
alcoholic beverage display inside a tobacco retail store located within one thousand feet (1,000)
of any youth-oriented facility.
B. Except as allowed in subsection A, it is unlawful for any person to advertise tobacco products
within one thousand feet (1,000) of any youth-oriented facility.
C. Subsection A does not apply to commercial establishments where access to the premises by
persons under twenty-one years of age is prohibited by law.
Section 9.38.060 Sale of flavored tobacco products prohibited.
A. It shall be unlawful for any tobacco retailer to sell any flavored tobacco product.
B. Presumptive Flavored Tobacco Product. Any communication by, or on behalf of, the
manufacturer or retailer of a tobacco product that indicates that the product imparts: a taste
or smell other than the taste or smell of tobacco; or a cooling or numbing sensation,
constitutes presumptive evidence of a violation of this section. Presumptive evidence may
include but is not limited to the use of terms such as “cool,” “chill,” “ice,” “fresh,” “arctic,” or
“frost” to describe the product.
Section 9.38.070 Tobacco product pricing and packaging.
A. Packaging and labeling. No tobacco retailer shall sell any tobacco product to any consumer unless
the tobacco product: (1) is sold in the manufacturer’s packaging intended for sale to consumers;
(2) conforms to all applicable federal labeling requirements; and (3) conforms to all applicable
child-resistant packaging requirements. Upon request by the City, a licensee must provide a copy
of the certificate of compliance or full laboratory testing report for the packaging used.
B. Display of price. The price of each tobacco product offered for sale shall be clearly and
conspicuously displayed on the tobacco product or on any related shelving, posting, advertising,
or display at the location where the item is sold or offered for sale.
C. Distribution of tobacco samples or promotional items. It is unlawful for any person to distribute
free or nominally priced tobacco products.
D. Prohibition of tobacco coupons and discounts. No tobacco retailer shall:
1. honor or redeem, or offer to honor or redeem, a coupon to allow a consumer to purchase a
tobacco product for less than the full retail price;
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Exhibit “B” Sample Ordinance
2. sell any tobacco product to a consumer through a multiple-package discount or otherwise
provide any such product to a consumer for less than the full retail price in consideration for
the purchase of any tobacco product or any other item; or
3. provide any free or discounted item to a consumer in consideration for the purchase of any
tobacco product.
E. Minimum package size for little cigars and cigars. No tobacco retailer shall sell:
1. any little cigar unless it is sold in a package of at least [ 20 ] little cigars; or
2. any cigar unless it is sold in a package of at least at least [ 6 ] cigars ; provided, however, that
this subsection shall not apply to a cigar that has a price of at least [ $X.00 ] per cigar, including
all applicable taxes and fees.
F. Minimum prices for cigarettes, little cigars, and cigars. No tobacco retailer shall sell:
1. Cigarettes at a displayed price that is less than [ $X.00 ] per package of 20 cigarettes;
2. Little cigars at a displayed price that is less than [ $X.00 ] per package of little cigars; or
3. Cigars at a displayed price that is less [ $X.00 ] per cigar.
The minimum prices established in this section shall be adjusted annually by the Department
in proportion with the Consumer Price Index, using a system established by the Department.
G. Prohibition on the sale of individual cigarettes. No tobacco retailer shall sell cigarettes individually
or in packages containing less than 20 cigarettes.
Section 9.38.080 License application procedure.
A. An application for a tobacco retailer’s license shall be submitted in the name of each
proprietor proposing to conduct retail tobacco sales and shall be signed by each proprietor
or an authorized agent thereof. All applications shall be submitted on a form supplied by the
Department.
B. A license issued contrary to this Chapter, contrary to any other law, or on the basis of false
or misleading information shall be revoked pursuant to this Chapter. Nothing in this Chapter
shall be construed to vest in any person obtaining and maintaining a tobacco retailer’s
license any status or right to act as a tobacco retailer in contravention of any provision of
law.
C. Applicant submissions must contain the following information:
1. The name, address, and telephone number of each proprietor of the business seeking
a license.
2. The business name, address and telephone number of the location for which a license is
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Exhibit “B” Sample Ordinance
sought.
3. The name and mailing address authorized by each proprietor to receive all communications
and notices required by, authorized by, or convenient to the enforcement of this Chapter.
4. Proof that the location for which a tobacco retailer’s license is sought has been issued all
necessary state license for the sale of tobacco products.
5. Whether or not any proprietor or any agent of the proprietor has admitted violating, or has
been found to have violated, this Chapter or any other local, state, or federal law governing
the sale of tobacco products and, if so, the dates and locations of all such violations within the
previous five years.
6. A signed affidavit affirming that the proprietor has not sold and will not sell any tobacco
product without a license required by this Chapter.
7. Such other information as the Department deems necessary for the administration or
enforcement of this Chapter as specified on the application form required by this section.
8. Copies of applications for licenses and licenses issued pursuant to California Business
and Professions Code Section 22970 et seq., the "Cigarette and Tobacco Products
Licensing Act of 2003." If an application for a license pursuant to the "Cigarette and
Tobacco Products Licensing Act of 2003" has been denied, copies of documentation
regarding the reason for the denial of such license.
D. Change in information. A licensed tobacco retailer shall inform the Department in writing
of any change in the information submitted on an application for a Tobacco Retailer's
license within 10 business days of a change.
E. All information specified in an application pursuant to this section shall be subject to
disclosure under the California Public Records Act (California Government Code Section
6250 et seq.) or any other applicable law, subject to the laws' exemptions.
Section 9.38.090 License issuance and renewal.
A. Issuance of license. Upon the receipt of a complete and adequate application for a tobacco
retailer's license and the license fee required by this chapter, the Department may grant or deny
the application for license, or it may delay action for a reasonable period of time to complete
any investigation of the application of the applicant deemed necessary.
B. Denial of application. The Department may deny an application for a tobacco retailer’s
license based on any of the following reasons:
1. The information presented in the application is inaccurate or false. Intentionally
supplying inaccurate information shall be a violation of this chapter;
2. The application seeks authorization for tobacco retailing at a location for which
this chapter prohibits a license to be issued;
3. The application seeks authorization for tobacco retailing for a proprietor to
whom this chapter prohibits a license to be issued; or
4. The application seeks authorization for tobacco retailing in a manner that is
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Exhibit “B” Sample Ordinance
prohibited pursuant to this chapter, that is unlawful pursuant to any other
chapter of this Code, or that is unlawful pursuant to any other law.
5. Any other suitable reason the granting of a license to the applicant is not consistent with the
public health and welfare, including the applicant’s history of noncompliance with this Chapter
and other laws relating to the sale of tobacco products.
6. The applicant is under the age of twenty-one.
Section 9.38.100 License renewal and expiration.
A tobacco retailer's license is invalid if the appropriate fee has not been timely paid in full or if the
term of the license has expired. The term of a tobacco retailer license is one (1) year. Each
tobacco retailer will apply for the renewal of their tobacco retailer’s license and submit the license
fee no later than thirty (30) days prior to expiration of the current license. A retailer that fails to
timely submit a renewal application and fee is ineligible for license renewal and must submit a new
application pursuant to this Chapter.
Section 9.38.110 Licenses not transferrable, past violations at retail location.
A. Licenses not transferrable. A tobacco retailer's license may not be transferred from one
Person to another or from one location to another. A new tobacco retailer's license is
required whenever a tobacco retailer has a tobacco retailing location has a change in
proprietors.
B. Past violations. Notwithstanding any other provision of this chapter, prior violations at a
location shall continue to be counted against a location and license ineligibility periods shall
continue to apply to the location unless:
1. The location has been transferred to the new Proprietor(s) in an Arm's Length
Transaction; and
2. The new proprietor(s) provide the City with clear and convincing evidence that the
new Proprietor(s) have acquired the location in an Arm's Length Transaction.
Section 9.38.120 License conveys a limited, conditional privilege.
Nothing in this chapter shall be construed to grant any Person obtaining and maintaining a Tobacco
Retailer's license any status or right other than the limited conditional privilege to act as a Tobacco
Retailer at the location in the City identified on the face of the permit. Nothing in this chapter shall be
construed to render inapplicable, supersede, or apply in lieu of, any other provision of applicable law
Section 9.38.130 Fee for license
The fee to issue or to renew a tobacco retailer's license shall be established from time to time by
resolution of the City Council. The fee shall be calculated so as to recover the total cost of
administration and enforcement of this chapter, including, but not limited to, issuing a license,
administering the l program, retailer education, retailer inspection and compliance checks,
documentation of violations, and prosecution of violators, but shall not exceed the cost of the
regulatory program authorized by this chapter. All fees and interest upon proceeds of fees shall be
used exclusively to fund the program. Fees are nonrefundable except as may be required by law.
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Section 9.38.140 Compliance monitoring.
A. Compliance with this chapter shall be monitored by the Department. In addition, the City may
designate additional persons to monitor compliance with this chapter. All licensed premises must
be open to inspection by city staff or designated persons during regular business hours.
B. The Department shall inspect each tobacco retailer at least one (1) time per 12-month period.
C. The city will conduct at least two compliance checks per 12-month period that involves the
participation of persons between the ages of 18 and 20 to enter licensed premises to attempt to
purchase tobacco products.
D. Nothing in this section shall create a right of action in any licensee or other person against the city
or its agents
Section 9.38.150 Suspension or revocation of permit.
A. Notice. Upon discovery of a suspected violation, the Department shall issue the alleged
violator, either personally or by first class mail addressed to the authorized address, an
administrative citation that sets forth the alleged violation and which shall inform the alleged
violator of their right to be heard on the accusation.
B. Hearings. Upon issuance of an administrative citation, a person accused of violating this
Ordinance may request in writing a hearing on the matter. Hearing requests must be made
within 10 business days of the issuance of a citation and delivered to the City Manager or other
designated City officer. Failure to properly request a hearing within 10 business days of the
issuance of that citation will terminate the person’s right to a hearing. The City Manager or other
designated City official will set a time and place for the hearing. Written notice of the hearing
time and place will be mailed first class or delivered in person to the accused violator at least 10
business days prior to the hearing.
C. Hearing officer. The City shall designate a hearing officer. The hearing officer will be an
impartial employee of the City or an impartial person retained by the City to conduct the hearing.
D. Decision. If the hearing officer determines that a violation of this Ordinance did occur, that
decision, along with the hearing officer’s reasons for finding a violation and the penalty to be
imposed under Section of this Ordinance, shall be recorded in writing, a copy of which shall be
provided to the accused violator. If the hearing officer finds that no violation occurred, or finds
grounds for not imposing any penalty, such findings shall be recorded and a copy provided to
the acquitted accused violator.
E. Costs. If this administrative citation is upheld by the hearing officer, the city’s actual
expenses in holding the hearing up to a maximum of [one thousand dollars [$1,000]] must
be paid by the person requesting the hearing.
F. Appeals. Appeals of any decision made by the hearing officer shall be filed in the superior
court for the jurisdiction of the city in which the alleged violation occurred.
G. Continued violation.
1. Each day on which a tobacco product is distributed, sold, or offered for sale in violation of
this Chapter shall constitute a separate violation of this Chapter; and
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2. Each individual tobacco product that is distributed, sold, or offered for sale in violation of this
Chapter shall constitute a separate violation of this Chapter.
H. Revocation of License Wrongly Issued. A tobacco retailer's license shall be revoked if the
Department finds, after the Licensee is afforded notice and an opportunity to be heard, that
one or more of the bases for denial of a license under this Chapter existed at the time
application was made, or at any time before the permit issued, or one or more of the bases
for denial of a renewal permit under this Chapter existed at the time the renewal permit was
issued. Notice and appeal of the revocation shall be conducted in accordance with this
section.
I. If a license issued under this chapter is suspended or revoked, all tobacco products at the
suspended or revoked tobacco retailer's location shall be removed from public view for the
duration of the suspension or revocation. The tobacco retailer additionally shall not display
any advertisement relating to tobacco products that promotes the sale or distribution of
such products from the tobacco retailer's location or that could lead a reasonable consumer
to believe that such products can be obtained at that location for the duration of the
suspension or revocation.
Section 9.38.160 Violations and penalties.
A. Any licensee who is found to be in violation of this Ordinance, whether such violation is
determined by a hearing officer or superior court; or the Licensee has pleaded guilty, "no
contest," or its equivalent, or admitted to a violation, will be charged an administrative fine and as
well as their license suspended or revoked follows:
1. Upon a finding by the Department of a first violation of this chapter at a location,
the Licensee shall be issued a warning.
2. Upon a finding by the Department of a second violation of this chapter at a
location within any 36-month period, the licensee will be charged an
administrative fine of $300 and the license shall be suspended for 90 days.
3. Upon a finding by the Department of a third violation of this chapter at a location
within any 36-month period, the licensee will be charged an administrative fine of
$600 and the license shall be suspended for one year.
4. Upon a finding by the Department of a fourth violation of this chapter at a
location within any 36-month period, the licensee will be charged an
administrative fine of $1,000 and the license shall be revoked.
B. Tobacco retailing without a valid license. In addition to any other penalty authorized by law, if
the Department finds based on a preponderance of evidence, after notice and an
opportunity to be heard, that any person has engaged in tobacco retailing at a location
without a valid tobacco retailer's permit, either directly or through the person's agents or
employees, the person shall be ineligible to apply for, or to be issued, a tobacco retailer's
permit as follows:
1. After a first violation of this section at a location within any 36-month period, no new
permit may issue for the person or the location (unless proprietorship of the
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business at the location has been transferred in an Arm's Length Transaction), until
90 days have passed from the date of the violation.
2. After a second violation of this section at a location within any 36-month period, no
new permit may issue for the person or the location (unless proprietorship of the
business at the location has been transferred in an Arm's Length Transaction), until
180 days have passed from the date of the violation.
3. After of a third or subsequent violation of this section at a location within any 36-
month period, no new license may issue for the person or the location (unless
Proprietorship of the business at the location has been transferred in an Arm's
Length Transaction), until five years have passed from the date of the violation.
C. Whenever evidence of a violation of this chapter is obtained in any part through the
participation of a Person under the age of 18 years old, such a Person shall not be required
to appear or give testimony in any civil or administrative process brought to enforce this
chapter and the alleged violation shall be adjudicated based upon the preponderance of the
evidence presented.
D. All tobacco retailers are responsible for the actions of their employees relating to the sale,
offer to sell, and furnishing of tobacco products at the retail location. The sale of any
tobacco product shall be considered an act of the tobacco retailer.
E. Tobacco products offered for sale in violation of this Chapter are subject to seizure by the Department
or its designee and shall be forfeited after the licensee or any other owner of the tobacco products
seized is given reasonable notice and an opportunity to demonstrate that the tobacco products were
not offered for sale in violation of this Chapter. The decision by the Department may be appealed
pursuant to the procedures set forth in Section 9.38.150. Forfeited tobacco products shall be
destroyed and properly disposed of at the cost of the seller after all internal appeals have been
exhausted and the time in which to seek judicial review pursuant to California Code of Civil Procedure
section 1094.6 or other applicable law has expired without the filing of a lawsuit or, if such a suit is
filed, after judgment in that suit becomes final.
F. Violations of this Chapter may, in the discretion of the [ district attorney/city counsel ], be
prosecuted as infractions or misdemeanors when the interests of justice so require.
G. Violations of this Chapter are hereby declared to be public nuisances.
H. In addition to other remedies provided by this Chapter or by other law, any violation of this Chapter
may be remedied by a civil action brought by the [ district attorney/city counsel ], including
administrative or judicial nuisance abatement proceedings, civil code enforcement proceedings,
and suits for injunctive relief.
I. The remedies specified in this section are cumulative and in addition to any other remedies
available under State or local law for a violation of this Code.
Section 9.38.170 Exceptions.
A. Nothing in this Chapter prevents the provision of tobacco products to any person as part of an
indigenous practice or a lawfully recognized religious or spiritual ceremony or practice
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B. Nothing in this Chapter shall be construed to penalize the purchase, use, or possession of a
tobacco product by any person not engaged in tobacco retailing.
Section 9.38.180 Construction and severability.
It is the intent of the City Council to supplement applicable state and federal law and not to duplicate or
contradict such law and this ordinance shall be construed consistently with that intention. If any section,
subsection, subdivision, paragraph, sentence, clause, or phrase of this Chapter, or its application to
any person or circumstance, is for any reason held to be invalid or unenforceable, such invalidity or
unenforceability shall not affect the validity or enforceability of the remaining sections, subsections,
subdivisions, paragraphs, sentences, clauses, or phrases of this Chapter, or its application to any other
person or circumstance. The City Council hereby declares that it would have adopted each section,
subsection, subdivision, paragraph, sentence, clause, or phrase hereof, irrespective of the fact that any
one or more other sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases
hereof be declared invalid or unenforceable.
Section 9.38.190 Public records.
All information provided to the Department by a licensee or license applicant pursuant to this Chapter
shall be subject to disclosure under the California Public Records Act (California Government Code
section 6250 et seq.) or any other applicable law.
SECTION 2: Effective date.
This Ordinance shall take effect and be in force from and after [ 30 days after date of enactment ].
Page 259 of 310
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SECTION 3: References
1 Centers for Disease Control and Prevention. Best Practices for Comprehensive Tobacco Control
Programs — 2014. U.S. Department of Health and Human Services, Centers for Disease Control and
Prevention, National Center for Chronic Disease Prevention and Health Promotion, Office on Smoking
and Health. 2014. Available at:
https://www.cdc.gov/tobacco/stateandcommunity/best_practices/pdfs/2014/comprehensive.pdf
2 U.S. Department of Health and Human Services. The Health Consequences of Smoking: 50 Years of
Progress. A Report of the Surgeon General. Atlanta, GA: U.S. Department of Health and Human
Services, Centers for Disease Control and Prevention, National Center for Chronic Disease Prevention
and Health Promotion, Office on Smoking and Health. 2014. Available at:
https://www.ncbi.nlm.nih.gov/books/NBK179276/pdf/Bookshelf_NBK179276.pdf
3 Family Smoking Prevention and Tobacco Control Act § 3(1), Pub. L. No. 111-31, 123 Stat. 1776-
1858 (2009).
4 National Academies of Sciences, Engineering, and Medicine. Public Health Consequences of E-
Cigarettes. 2018. Washington, DC: The National Academies Press. doi: https://doi.org/10.17226/24952
5 Fowles J, Barreau T, Wu N. Cancer and Non-Cancer Risk Concerns from Metals in Electronic
Cigarette Liquids and Aerosols. Int J Environ Res Public Health. 2020;17(6):2146. doi:
6 Romberg AR, Miller Lo EJ, Cuccia AF, et al. Patterns of nicotine concentrations in electronic
cigarettes sold in the United States, 2013-2018. Drug Alcohol Depend. 2019:201:1-7. doi:
10.1016/j.drugalcdep.2019.05.029.
7 Wang TW, Coats EM, Gammon DG et al. National and State-Specific Unit Sales and Prices for
Electronic Cigarettes, United States, 2012–2016. Prev Chroni Dis. 2018;15:E99. doi:
10.5888/pcd15.170555.
8 Lin C, Baiocchi M, Halpern-Felsher B. Longitudinal trends in e-cigarette devices used by Californian
youth, 2014–2018. Addict Behav. 2020;108:106459. doi: 10.1016/j.addbeh.2020.106459.
9 California Tobacco Control Program. California Tobacco Facts and Figures 2019. Sacramento, CA:
California Department of Public Health. 2019. Available at:
https://www.cdph.ca.gov/Programs/CCDPHP/DCDIC/CTCB/CDPH%20Docu-
ment%20Library/ResearchandEvaluation/FactsandFigures/CATobaccoFactsandFigures2019.pdf
10 U.S. National Cancer Institute. A Socioecological Approach to Addressing Tobacco-Related Health
Disparities. National Cancer Institute Tobacco Control Monograph 22. NIH Publication No. 17-CA-
8035A. Bethesda, MD: U.S. Department of Health and Human Services, National Institutes of Health,
National Cancer Institute. 2017.
11 United States v. Philip Morris USA, Inc., 449 F. Supp. 2d 1 (D.D.C. 2006), aff’d in part, vacated in
part, 566 F.3d 1095 (D.C. Cir. 2009), and order clarified, 778 F. Supp. 2d 8 (D.D.C. 2011).
12 California Tobacco Control Program. California Tobacco Facts and Figures 2018. Sacramento, CA:
California Department of Public Health. 2018. Available at:
https://www.cdph.ca.gov/Programs/CCDPHP/DCDIC/CTCB/CDPH%20Document%20Library/Research
andEvaluation/FactsandFigures/CATobaccoFactsFigures2018.pdf
13. California Tobacco Education and Research Oversight Committee. New Challenges — New
Promise for All: Toward a Tobacco-Free California Master Plan 2018–2020. Sacramento, CA:
California Tobacco Education and Research Over-sight Committee. 2018. Available at:
https://www.cdph.ca.gov/Programs/CCDPHP/DCDIC/CTCB/CDPH%20Document%20Library/TEROC/
Page 260 of 310
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MasterPlan/TechnicalSupplementtothe2018-2020MasterPlanoftheTobaccoEdu-
cationandResearchOversightCommittee.pdf
14 California Tobacco Control Program. Story of Inequity. 2019; http://tobaccofreeca.com/story-of-
inequity Accessed May 22, 2020.
15 Cal. Bus. & Prof. Code § 22972(a).
16 Cal. Bus. & Prof. Code § 22970.1 (Finding that state tobacco excise tax revenues “have declined by
hundreds of millions of dollars per year due, in part, to unlawful distributions and untaxed sales of
cigarettes and tobacco products,” and that “the licensing of ... retailers will help stem the tide of untaxed
distributions and illegal sales of cigarettes and tobacco products.”).
17 Cal. Rev. & Tax Code § 30111 (providing that state tobacco taxes “are in lieu of all other state,
county, municipal, or district taxes on the privilege of distributing cigarettes or tobacco products.”); Cal.
Bus. & Prof. Code § 22964 (providing that the Stop Tobacco Access to Kids Act does not “preempt or
otherwise prohibit the adoption of a local standard that imposes a more restrictive legal age to
purchase or possess tobacco products.”).
18 Cal. Bus. & Prof. Code § 22971.3 (“Nothing in this division preempts or supersedes any local
tobacco control law other than those related to the collection of state taxes. Local licensing laws may
provide for the suspension or revocation of the local license for any violation of a state tobacco control
law.”).
19 Cal. Penal Code § 308(a)(1)(A).
20 Cal. Bus. & Prof. Code §§ 22950-22964.
21 21 C.F.R. §§ 1140.14(a)(4), 1140.16(b).
22 21 C.F.R. § 1140.14(a)(2), (b)(2).
23 The American Lung Association in California, Center for Tobacco Policy and Organizing. Matrix of
Strong Local Tobacco Retailer Licensing Ordinances. 2018. Available at:
https://center4tobaccopolicy.org/wp-content/uploads/2018/07/Ma- trix-of-Strong-Local-TRL-
Ordinances-2018-07-16.pdf
24 The American Lung Association in California Center for Tobacco Policy and Organizing. Local
Tobacco Policies in the Retail Environment. 2017. Available at: https://center4tobaccopolicy.org/wp-
content/uploads/2017/08/Local-Tobac- co-Policies-in-the-Retail-Environment-2017-08.pdf
25 The American Lung Association in California Center for Tobacco Policy and Organizing. Tobacco
Retailer Licensing is Effective. 2018. Available at: https://center4tobaccopolicy.org/wp-
content/uploads/2018/09/Tobacco-Retailer-LI- censing-is-Effective-September-2018.pdf
26 U.S. Department of Health and Human Services. Preventing Tobacco Use Among Youth and Young
Adults: A Report of the Surgeon General. Atlanta, GA: U.S. Department of Health and Human
Services, Centers for Disease Control and Prevention, National Center for Chronic Disease Prevention
and Health Promotion, Office on Smoking and Health. 2012. Available at:
https://www.ncbi.nlm.nih.gov/books/NBK99237/pdf/Bookshelf_NBK99237.pdf
27 DiFranza JR. Which interventions against the sale of tobacco to minors can be expected to reduce
smoking? Tob Control. 2012;21:436-442. doi: 10.1136/tobaccocontrol-2011-050145.
28 21 U.S.C. § 387g(a)(1)(A).
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29 Villanti AC, Johnson AL, Glasser AM. Association of Flavored Tobacco Use With Tobacco Initiation
and Subsequent Use Among US Youth and Adults, 2013-2015. JAMA Netw Open.
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186 Shareck M, Datta GD, Vallee J, Kestens Y, Frohlick KL. Is Smoking Cessation in Young Adults
Associated With Tobacco Retailer Availability in Their Activity Space? Nicotine Tob Res.
2020;22(4):512-521. doi: 10.1093/ntr/nty242.
187 Rodriguez D, Carlos HA, Adachi-Mejia AM, Berke EM, Sargent J. Retail tobacco exposure: using
geographic analysis to identify areas with excessively high retail density. Nicotine Tob Res.
2014;16(2):155-165. doi: 10.1093/ntr/ntt126.
188 Myers AE, Hall MG, Isgett LF, Ribisl KM. A comparison of three policy approaches for tobacco
retailer reduction. Prev Med. 2015;74:67-73. doi: 10.1016/j.ypmed.2015.01.025.
189 Luke DA, Hammond RA, Combs T, et al. Tobacco Town: Computational Modeling of Policy
Options to Reduce Tobacco Retailer Density. Am J Public Health. 2017;107(5):740-746. doi:
10.2105/AJPH.2017.303685.190 Henriksen L, Schleich- er NC, Ababseh K, Johnson TO, Fortmann
SP. Marijuana as a ‘concept’ flavour for cigar products: availability and price near California schools.
Tob Control. 2017. doi: 10.1136/tobaccocontrol-2017-053961.
191 Richter L, Pugh BS, Smith PH, Ball SA. The co-occurrence of nicotine and other substance use
and addiction among youth and adults in the United States: implications for research, practice, and
policy. Am J Drug Alcohol Abuse. 2017;43(2):132-145. doi: 10.1080/00952990.2016.1193511.
192 Conway KP, Green VR, Kasza KA, et al. Co-occurrence of Tobacco Product Use, Substance Use,
and Mental Health Problems Among Youth: Findings From Wave 1 (2013-2014) of the Population
Assessment of Tobacco and Health (PATH) Study. Addict Behav. 2018;76:208-217. doi:
10.1016/j.addbeh.2017.08.009.
193 DiFranza JR. Best Practices for Enforcing State Laws Prohibiting the Sale of Tobacco to Minors. J
Public Health Manag Pract. 2005;11(6):559-565. doi: 10.1097/00124784-200511000-00014.
194 Macinko J, Silver D. Impact of New York City’s 2014 Increased Minimum Legal Purchase Age on
Youth Tobacco Use. Am J Public Health. 2018;108(5):669-675. doi: 10.2105/AJPH.2018.304340.
195 Institute of Medicine. Public Health Implications of Raising the Minimum Age of Legal Access to
Tobacco Products. Washington, DC: National Academies Press. 2015.
196 793 Flavored tobacco products – Senate Floor Analyses. CA S. Sess. 2019 – 2020, August 25,
2020; https://leginfo.legislature.ca.gov/faces/billAnalysisClient.xhtml# Accessed February 7, 2023.
197 SAY San Diego. San Diego Smoke-Free Project: Results of a Young Adult Tobacco Purchase
Survey in National City (Dec 29, 2023); https://www.saysandiego.org. Accessed Jul 5, 2024.
Page 272 of 310
Exhibit “B” Sample Ordinance
198 California Tobacco Health Assessment Tool, https://cthat.org. Accessed Jul 5, 2024.
199 CHULA VISTA CITY COUNCIL, STAFF REPORT NO. 22-0189, TOBACCO SALES: CONSIDER PROHIBITING
FLAVORED TOBACCO SALES WITHIN THE CITY OF CHULA VISTA (2022).
200 SAY San Diego. Community survey about tobacco retail sales: results from National City residents
(Oct 4, 2023); https://www.saysandiego.org. Accessed Jul 5, 2024.
Page 273 of 310
Why a Tobacco Retail
License Program
Matters!
2024
Presented by: Manuel Andrade, Senior Prevention Specialist
Page 274 of 310
Key Concepts Who is in National City &
who is affected by tobacco?
How does a strong TRL serve
National City residents?
What is a Tobacco Retail
License Program (TRL)?
How can you get involved?
Page 275 of 310
Key Concepts
Who is in
National City and
who is affected
by tobacco?
Page 276 of 310
Population: 56,846
Latino: 64.9%
API: 17.6%
White: 10.2%
Under 21 years old: 26.4%
Tobacco Retailers: 54
Schools: 16
81.3% of schools located within 1000 ft.
43.8% of schools located within 500 ft.
National City's Demographics
California Tobacco Health Assessment Tool. (April 2024) Stanford School of Health). Retrieved from: https://cthat.org/
Page 277 of 310
Tobacco Retailers
San Diego County & National City
California Tobacco Health Assessment Tool. (April 2024) Stanford School of Health. Retrieved from: https://cthat.org/
San Diego County National City
Page 278 of 310
Nicotine addiction in youth:
makes it harder to concentrate, learn, and control impulses
changes, replaces and rewires natural chemicals in the brain, increasing ability to become
addicted
The hippocampus and frontal cortex suffer most from drug use, impacting youths’:
decision making
mood
learning
memory
Who is Affected by Tobacco?
Nicotine & Addiction (n.d.). Retrieved from: (https://teen.smokefree.gov/the-risks-of-tobacco/nicotine-addictiSheplayon
Shipley. T. (2015, August 19). Explainer: The Nicotine Brain. Retrieved From: Nicotine & Addiction (n.d) Retrieved from: (https://teen.smokefree.gov/the-risks-of-tobacco/nicotine-addictiSheplayon
Shipley. T. (2015, August 19) Exprainers:The Nicotine Brain. Retrived From: https://www.snexplores.org/article/explainer-nico-teen-brain
Signs Your Teen May Be Vaping (n.d) Retrived from: https://ruthlessvapor.com/blogs/ruthless-e-liquid/teen-vaping
Signs Your Teen May Be Vaping (n.d.). Retrieved from: Nicotine & Addiction (n.d) Retrieved from: (https://teen.smokefree.gov/the-risks-of-tobacco/nicotine-addictiSheplayon
Shipley. T. (2015, August 19) Exprainers:The Nicotine Brain. Retrived From: https://www.snexplores.org/article/explainer-nico-teen-brain
Signs Your Teen May Be Vaping (n.d) Retrived from: https://ruthlessvapor.com/blogs/ruthless-e-liquid/teen-vaping Page 279 of 310
Addiction disrupts youth’s hierarchy of needs, desires and dreams, including eating,
sleeping, studying, exercise, hygiene, respect etc.
Addiction is defined as a chronic, relapsing disorder characterized by compulsive drug
seeking, continued use despite harmful consequences, and long-lasting changes in the
brain.
It is considered both a complex brain disorder and a mental illness.
Harm from tobacco and other drugs in youth can be long-term and irreversible
The Impact of Addiction
Nicotine = Brain Posion
Clark O. (2020, November 2) Addiction and Maslow Hierarchy of Needs. Retrieved from: https://www.rehab4addiction.co.uk/resources/addiction-maslows-hierarchy-needs
Fenton R. (2022, February 11) Teen who nearly died from lung damage cause by vaping now relies on oxygen 24/7. Retrived from: https://www.mirror.co.uk/news/us-news/teen-who-nearly-died-lung-26203425February 11)
Page 280 of 310
The Impact of Addiction
Nicotine Addiction = Severe Lung Damage
Cost B. (2023, November 9). Doctors use breast implants to save lung transplant patient who nearly died from vaping. Retrieved from: https://nypost.com/2023/11/09/lifestyle/doctors-use-breast-implants-to-save-former-vaper-who-nearly-died/
Shivastava I (2024, January 20). North Dakota man, only 22 years old, has DOUBLE LUNG transplant caused by his vaping habit: Can never drink or smoke again and will eventually need another new set of lungs fitted https://www.dailymail.co.uk/news/article-12987853/North-Dakota-man-double-lung-transplant-vaping.html
Harmata C. (2019, August 22). 17-Year-Old Boy's Lungs Completely Blocked from Vaping, Doctors Say. Retrieved from: https://people.com/health/17-year-old-boys-lungs-completely-blocked-from-vaping-doctors-say/
San Diego County Communicable Disease Registry. (2021, October 6). Produced by the Epidemiology and Immunization Services Branch. Retrieved from: https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/phs/Epidemiology/EVALI%20Summary.pdf
Haglage A. (2020, January 10). Teen's graphic images of vaping damage go viral: 'My lung tissue was just completely destroyed'. Retrieved from: https://www.yahoo.com/lifestyle/teens-graphic-images-of-vaping-damage-goes-viral-my-lung-tissue-was-just-completely-destroyed
Page 281 of 310
Perception, Use, and Where SUHSD Students
Obtain Tobacco Products
Sweetwater Union High School District
(SUHSD) Vaping and Tobacco Survey
(2021)
2,404 survey responses were collected from
students in grades 9-12
from 14 SUHSD campuses.
Page 282 of 310
SUHSD Vaping & Tobacco Survey
(2021)
City Council Staff Report. (2022, September 27). Tobacco Sales: Consider Prohibiting Flavored Tobacco Sales within the City of Chula Vista. Retrieved from: https://pub-chulavista.escribemeetings.com/filestream.ashx?DocumentId=27896Page 283 of 310
SUHSD Vaping & Tobacco Survey
(2021)
City Council Staff Report. (2022, September 27). Tobacco Sales: Consider Prohibiting Flavored Tobacco Sales within the City of Chula Vista. Retrieved from: https://pub-chulavista.escribemeetings.com/filestream.ashx?DocumentId=27896Page 284 of 310
SUHSD Vaping & Tobacco Survey
(2021)
City Council Staff Report. (2022, September 27). Tobacco Sales: Consider Prohibiting Flavored Tobacco Sales within the City of Chula Vista. Retrieved from: https://pub-chulavista.escribemeetings.com/filestream.ashx?DocumentId=27896Page 285 of 310
Young Adult Tobacco Purchase Survey in National City
(YAPTS)
9 of 50 (18%) stores sold tobacco products to an underage volunteer –
eight illegal sales occurred at convenience type stores, the other occurred at
a smoke shop.
14 of 50 (26%) store clerks failed to ask investigators for their ID, including
during 4 of the 9 illegal sales.
National City has four smoke shops. Only one National City smoke shop
had 21+ signage and No investigators were carded at smoke shop doors.
Young Adult Tobacco Purchase. San Diego Smoke-Free Project . 2023. Funded by CDPH under contract #20-10005
San Diego Smoke-Free Project measured how often National City tobacco retailers
would sell tobacco to underage (18-19 year old) volunteers.
Page 286 of 310
San Diego Unified Youth Risk Behavior Survey
(RYAS - 2023)
What risks are our high school students taking?
Alcohol, Tobacco & Other Drug Use
31.4% Have used an electronic vapor product (e.g., e-cigarette, vape pipe,
hookah pen, JUUL, etc.
22% Drank alcohol during the 30 days before taking the survey
11.6% Report current binge drinking
18.6% Report regular marijuana use
San Diego Unified School District (2023). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: https://nccd.cdc.gov/Youthonline/App/Results.aspx?
TT=A&OUT=0&SID=HS&QID=QQ&LID=XX&YID=2017&LID2=&YID2=&COL=S&ROW1=N&ROW2=N&HT=QQ&LCT=LL&FS=S1&FR=R1&FG=G1&FA=A1&FI=I1&FP=P1&FSL=S1&FRL=R1&FGL=G1&FAL=A1&FIL=I1&FPL=P1&PV=&TST=False&C1=&C2=&QP=G&
DP=1&VA=CI&CS=Y&SYID=&EYID=&SC=DEFAULT&SO=ASC#PageTop Page 287 of 310
Key Concepts
What is a Tobacco
Retail License
Program?
Page 288 of 310
Tobacco Retail License
(TRL) Programs
A local policy containing a framework of all
laws related to the sale of tobacco
products
Includes a fee to obtain a license to sell
tobacco, which funds all compliance
checks (not tax dollars)
Strong TRLs protect youth
Page 289 of 310
Benefits of a Comprehensive
Tobacco Retail License Program
Protects the community from illegal sales
Reduces youth access to tobacco
products
Ensures retailers who violate the tobacco
laws are held accountable
Reduces the availability of tobacco
products and advertising
Customizable!
It can be strengthened and improved
ConvenienceStore
Counter Tobacco (n.d). Licensing, Zoning and Retailer Density . Retrieved from: https://countertobacco.org/policy/licensing-and
zoning/#:~:text=Another%20benefit%20of%20tobacco%20retailer%20licensing%20programs%20is,the%20total%20number%20of%20retailers%20and%20reduce%20densityPage 290 of 310
County of San Diego TRL National City has no TRL
Annual compliance checks
Strong penalties for violations including
suspension of TRL
Tobacco Control Resource Program
(HHSA) responsible for enforcement
New retailers within 500 feet of an
existing licensed tobacco retailer are
NOT eligible for a TRL
Cap of 330 TRLs in the Unincorporated
Area
Minimum price and pack requirement
Pharmacies are NOT eligible for a TRL
The annual TRL fee is $730*
San Diego Smoke-Free Project is
organizing a community coalition to
advocate for the adoption of a TRL in
National City.
Page 291 of 310
Tobacco Retail License ProgramComponents
F e e s
F l a v o r s
Compliance
Density
Penalties
Page 292 of 310
Page 293 of 310
Which Which componentscomponents of a Tobacco Retail License of a Tobacco Retail License
couldcould be included in National City’s program? be included in National City’s program?
A. Compliance/Enforcement
B. Flavors
C. Density
D. Fees
Page 294 of 310
Key Concepts
How does a
strong TRL serve
National City
residents?
Page 295 of 310
National City Public Opinion Poll
Survey Results
N=113
79% Agreed flavored tobacco products often appeal to youth
and would support a law that ends the sale of any flavored
tobacco product.
88% Agreed that store owners in the community should have a
license to sell tobacco products the same way they are licensed
to sell alcohol.
86% Agreed a tobacco retail licensing ordinance would reduce
tobacco sales to minors in National City.
93% Agreed licensed tobacco retailers who repeatedly violate
the law should have their license revoked.
Public Opinion Poll. San Diego Smoke-Free Project . 2023. Funded by CDPH under contract #20-10005 Page 296 of 310
Tobacco Retail License Program for National City
The strongest TRL for
National City would
include the following
components:
Additional
components to
consider:
Strong penalties for
retailers who violate the
law
Retailers required to ask
for ID
National City Police
Department responsible
for enforcement
Cover the costs of
compliance checks with
the license fee amount
Assess all retailers annually
Set a minimum tobacco
price and pack size
Prohibit pharmacies from
having a TRL
Limit the number of
retailers that sell tobacco
Prohibit the sale of ALL
flavored tobacco products
Set distance from youth
sensitive areas
Page 297 of 310
Manuel Andrade, MA | Senior Prevention Specialist
San Diego Smoke-Free Project
jandrade@saysandiego.org
Cynthia Knapp, MPH | Program Manager
SAY San Diego | cynthia.knapp@saysandiego.org
For questions and additional information,
please contact:
San Diego Smoke-Free Project is a project of SAY San Diego and is funded by CDPH contract #20-10005Page 298 of 310
References
California Tobacco Health Assessment Tool. (April 2024) Stanford School of Health). Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Nicotine & Addiction (n.d.). Retrieved from: (https://teen.smokefree.gov/the-risks-of-tobacco/nicotine-addictiSheplayon
Shipley. T. (2015, August 19). Explainer: The Nicotine Brain. Retrieved From: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Signs Your Teen May Be Vaping (n.d.). Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from: https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Clark O. (2020, November 2)Addiction and Maslow Hierarchy of Needs. Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Fenton R. (2022, February 11) Teen who nearly died from lung damage cause by vaping now relies on oxygen 24/7. Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey)
Cost B. (2023, November 9).Doctors use breast implants to save lung transplant patient who nearly died from vaping. Retrieved from: https://nypost.com/2023/11/09/lifestyle/doctors-use-breast-implants-to-save-former-vaper-who-nearly-died/
Shrivastava I. (2024, January 20). North Dakota man, only 22 years old, has DOUBLE LUNG transplant caused by his vaping habit: Can never drink or smoke again and will eventually need another new set of lungs fitted
https://www.dailymail.co.uk/news/article-12987853/North-Dakota-man-double-lung-transplant-vaping.html
Harmata C. (2019, August 22). 17-Year-Old Boy's Lungs Completely Blocked from Vaping, Doctors Say. Retrieved from: https://people.com/health/17-year-old-boys-lungs-completely-blocked-from-vaping-doctors-say/
San Diego County Communicable Disease Registry. (2021, October 6). Produced by the Epidemiology and Immunization Services Branch. Retrieved from:
https://www.sandiegocounty.gov/content/dam/sdc/hhsa/programs/phs/Epidemiology/EVALI%20Summary.pdf
Haglage A. (2020, January 10). Teen's graphic images of vaping damage go viral: 'My lung tissue was just completely destroyed'. Retrieved from: https://www.yahoo.com/lifestyle/teens-graphic-images-of-vaping-damage-goes-viral-my-lung-tissue-
was-just-completely-destroyed
City Council Staff Report (2022, September 27). Tobacco Sales: Consider Prohibiting Flavored Tobacco Sales within the City of Chula Vista. Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Young Adult Tobacco Purchase. San Diego Smoke-Free Project. (2023). Funded by CDPH under contract #20-10005
San Diego Unified School District. (2023). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_survey
Counter Tobacco (n.d.). Licensing, Zoning and Retailer Density. Retrieved from: https://countertobacco.org/policy/licensing-and
zoning/#:~:text=Another%20benefit%20of%20tobacco%20retailer%20licensing%20programs%20is,the%20total%20number%20of%20retailers%20and%20reduce%20density
Public Opinion Poll. San Diego Smoke-Free Project. 2023. Funded by CDPH under contract #20-10005
Merriam-Webster. (n.d.). Advocacy. In Merriam-Webster.com dictionary. Accessed (April, 13 2021). Retrieved from California Tobacco Health Assessment Tool. Stanford School of Health) Retrieved from:
https://cthat.org/temp/46f681cc5cd92e951fe8ca1c61083daa/CCHAT_Report_National_City.pdf
San Diego Unified School District (2021). High School Youth Risk Behavior Surveillance System- San Diego. Retrieved from: ://www.sandiegounified.org/departments/sexual_health_education/surveillance/youth_risk_behavior_surveyPage 299 of 310
AGENDA REPORT
Department: Community Development
Prepared by: Pedro Garcia, Community Development Specialist III
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
Discussion of Amending Chapter 9.60 of the National City Municipal Code to Expand Operating
Hours for Store Front Cannabis Retail Facilities.
RECOMMENDATION:
Staff recommends that the City Council consider amending Chapter 9.60 of the National City
Municipal Code to expand operating hours for store front cannabis retailers from the current hours
to six a.m. to ten p.m., seven days a week, in alignment with California State regulations.
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
In response to a Policy 105 Request by Vice-Mayor Bush following a meeting with Sessions by
the Bay, a cannabis consumption lounge, the City Council requested that consideration of
modifying hours of operation for licensed cannabis retailers in National City be placed on the
Council agenda for discussion and consideration. This request was presented at the February 18,
2025 City Council meeting, where it was voted on and approved for placement on the March 4,
2025 agenda for discussion.
The current National City Municipal Code (NCMC) Section 9.60.250(G) limits operating hours for
store front cannabis retailers from nine a.m. to nine p.m. daily. The proposed amendment seeks
to expand retail operating hours to six a.m. to ten p.m., consistent with California State law, which
allows cannabis retailers to operate within these hours. This change is intended to:
Align local regulations with State law, promoting consistency for cannabis businesses
operating in National City.
Support economic growth by allowing cannabis retailers to maximize operational hours.
Enhance community safety and compliance by regulating hours uniformly across all
licensed cannabis retailers.
This amendment will affect all licensed cannabis retailers operating within National City. It does
not increase the number of cannabis licenses or modify any other operational regulations. The
amendment strictly pertains to operating hours. Similarly, this amendment does not modify
operating hours for non-store front (delivery) retail facilities.
The ordinance proposes to amend NCMC Section 9.60.250(G) to read:
“Operating hours of the Store Front Retailer License shall be limited to the hours of six a.m.
through ten p.m., seven days a week.”
Page 300 of 310
FINANCIAL STATEMENT:
There is no direct financial impact on the City’s General Fund from this ordinance. Indirect
economic benefits may be realized through increased sales tax revenue from extended
operational hours for cannabis retailers.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Balanced Budget and Economic Development
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBITS:
Exhibit A – Draft Ordinance
Exhibit B – Ordinance Redline
Page 301 of 310
ORDINANCE NO. 2025 -
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,
AMENDING CHAPTER 9.60 "COMMERCIAL CANNABIS ACTIVITY" OF THE NATIONAL
CITY MUNICIPAL CODE TO MODIFY OPERATING HOURS FOR STORE FRONT RETAIL
FACILITIES.
WHEREAS, Chapter 9.60 of the National City Municipal Code regulates the cultivation,
processing, manufacturing, testing, sale, delivery, distribution, and transportation of cannabis and
cannabis products to protect the health, safety, and welfare of the residents of the City of National
City (“City”); and
WHEREAS, the regulations of Chapter 9.60 include operating requirements for various
types of cannabis businesses, including limitations on operating hours for store front retail
facilities; and
WHEREAS, the proposed amendments to Chapter 9.60 of the National City Municipal
Code would modify the operating hours for store front retail facilities to expand such hours to 6:00
a.m. to 10:00 p.m., consistent with state law.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, HEREBY ORDAINS AS FOLLOWS:
Section 1: That the City Council hereby amends Chapter 9.60 of the National City
Municipal Code, entitled “Commercial Cannabis Activity,” by amending section 9.60.250 to read
as follows:
9.60.250 Additional operating requirements for store front retail facilities.
A. Retailers shall verify the age and all necessary documentation of each individual to
ensure the customer is not under the age of eighteen years. If the potential customer
is eighteen to twenty years old, retailer shall confirm the customer's possession of a
valid doctor's recommendation and/or Health and Safety Code Section 11362.71
identification card (medical cannabis card). For adult use or recreational purchases,
retailers shall verify that all customers are twenty-one years of age or older for the
purchase of cannabis or cannabis products.
1. Access to the premises of a retail licensee/permittee shall be limited to individuals
who are at least twenty-one years of age.
2. Notwithstanding Section 9.60.250(A)(1), individuals who are at least eighteen
years of age and in possession of a valid physician's recommendation shall be
granted access to the premises of a retail licensee/permittee for the sole purpose
of purchasing medicinal cannabis consistent with the physician's recommendation.
3. All individuals seeking access to the commercial cannabis retail business must
show their government-issued identification, and, if appropriate, doctor's
recommendation of Medical Cannabis card, in order to gain access into the retailer.
These documents must also be shown at the point of sale station at the time of
Page 302 of 310
purchase. Doctor recommendations are not to be obtained or provided at the retail
location.
B. Entrances into the retailer shall be locked at all times with entry strictly controlled. A
"buzz-in" electronic/mechanical entry system shall be utilized to limit access to and
entry to the retailer to separate it from the reception/lobby area.
C. Retailers may have only that quantity of cannabis and cannabis products to meet the
daily demand readily available for sale on-site in the retail sales area of the retailer.
Additional product may be stored in a secured, locked area to which customers,
vendors, and visitors shall not have access.
D. All restroom facilities shall remain locked and under the control of management.
E. Limited Access Areas. A retailer shall establish limited-access areas and permit only
authorized individuals to enter the limited-access areas. Authorized individuals include
individuals employed by the retailer as well as any outside vendors, contractors, or
other individuals conducting business that requires access to the limited access area.
All individuals granted access to the limited access area shall be at least twenty-one
years of age, and if not employed by the retailer, shall be escorted at all times by an
employee of the licensee/permittee. A retailer shall maintain a log of all individuals who
are not employees who are granted access to the limited access area. These logs
shall be made available to the city manager or their designee upon request.
F. Microbusiness Commercial Activity. All cultivation, manufacturing, distribution, and
retail activities performed by a licensee under a Type 12-Microbusiness permit shall
occur on the same licensed premises. Areas of the premises for manufacturing and
cultivation shall be separated from the distribution and retail areas by a wall and all
doors between the areas shall remain closed when not in use.
G. Operating hours of the Store Front Retailer License shall be limited to the hours of six
a.m. through ten p.m., seven days a week.
H. Store Front/Retail Security Requirements. All provisions incorporated within Section
9.60.230(M) of this chapter (security requirements), are directly applicable to and
binding on all commercial cannabis businesses, including all store front/retail
businesses. Uniformed licensed security personnel shall be employed to monitor site
activity, control loitering and site access, and to serve as a visual deterrent to unlawful
activities. Security personnel may be allowed to carry firearms if permitted by San
Diego County sheriff's department and authorized by the chief of police.
Section 2: This Ordinance shall take effect and be in force thirty (30) days from the
date of its passage, and before the expiration of fifteen (15) days after its passage, it or a summary
of it, shall be published once, with the names of the members of the City Council voting for and
against the same in the Star News, a newspaper of general circulation published in the County of
San Diego, California.
Section 3: The City Clerk shall certify to the adoption of this Ordinance and shall
public in accordance with the law.
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INTRODUCED at a regular meeting of the City Council of the City of National City,
California, held on this __th day of ______, 2025.
PASSED and ADOPTED this _____ of ________________, 2025.
Ron Morrison, Mayor
ATTEST:
Shelley Chapel, MMC, City Clerk
APPROVED AS TO FORM:
Barry J. Schultz, City Attorney
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9.60.250 Additional operating requirements for store front retail facilities.
A. Retailers shall verify the age and all necessary documentation of each individual to ensure the customer is
not under the age of eighteen years. If the potential customer is eighteen to twenty years old, retailer shall
confirm the customer's possession of a valid doctor's recommendation and/or Health and Safety Code
Section 11362.71 identification card (medical cannabis card). For adult use or recreational purchases,
retailers shall verify that all customers are twenty-one years of age or older for the purchase of cannabis or
cannabis products.
1. Access to the premises of a retail licensee/permittee shall be limited to individuals who are at least
twenty-one years of age.
2. Notwithstanding Section 9.60.250(A)(1), individuals who are at least eighteen yea rs of age and in
possession of a valid physician's recommendation shall be granted access to the premises of a retail
licensee/permittee for the sole purpose of purchasing medicinal cannabis consistent with the
physician's recommendation.
3. All individuals seeking access to the commercial cannabis retail business must show their government -
issued identification, and, if appropriate, doctor's recommendation of Medical Cannabis card, in order
to gain access into the retailer. These documents must also be sh own at the point of sale station at the
time of purchase. Doctor recommendations are not to be obtained or provided at the retail location.
B. Entrances into the retailer shall be locked at all times with entry strictly controlled. A "buzz-in"
electronic/mechanical entry system shall be utilized to limit access to and entry to the retailer to separate it
from the reception/lobby area.
C. Retailers may have only that quantity of cannabis and cannabis products to meet the daily demand readily
available for sale on-site in the retail sales area of the retailer. Additional product may be stored in a secured,
locked area to which customers, vendors, and visitors shall not have access.
D. All restroom facilities shall remain locked and under the control of management.
E. Limited Access Areas. A retailer shall establish limited-access areas and permit only authorized individuals to
enter the limited-access areas. Authorized individuals include individuals employed by the retailer as well as
any outside vendors, contractors, or other individuals conducting business that requires access to the limited
access area. All individuals granted access to the limited access area shall be at least twenty -one years of age,
and if not employed by the retailer, shall be escorted at all times by an employee of the licensee/permittee.
A retailer shall maintain a log of all individuals who are not employees who are granted access to the limited
access area. These logs shall be made available to the city manager or their designee upon request.
F. Microbusiness Commercial Activity. All cultivation, manufacturing, distribution, and retail activities
performed by a licensee under a Type 12-Microbusiness permit shall occur on the same licensed premises.
Areas of the premises for manufacturing and cultivation shall be separated from the distribution and retail
areas by a wall and all doors between the areas shall remain closed when not in use.
G. Operating hours of the Store Front Retailer License shall be limited to the hours of sixnine a.m. through
tennine p.m., seven days a week.
H. Store Front/Retail Security Requirements. All provisions incorporated within Section 9.60.230(M) of this
chapter (security requirements), are directly applicable to and binding on all commercial cannabis
businesses, including all store front/retail businesses. Uniformed licensed security personnel shall be
employed to monitor site activity, control loitering and site access, and to serve as a visual deterrent to
unlawful activities. Security personnel may be allowed to carry firearms if permitted by San Diego County
sheriff's department and authorized by the chief of police.
(Ord. No. 2021-2487, 5-4-2021)
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AGENDA REPORT
Department: Finance
Prepared by: Bruce Foltz, Director of Finance
Meeting Date: Tuesday, March 4, 2025
Approved by: Benjamin A. Martinez, City Manager
SUBJECT:
City Council Expenditure Report: July 2024 through January 2025
RECOMMENDATION:
Receive and File Expenditure Report for the City Council for the period of July 2024 Through
January 2025
BOARD/COMMISSION/COMMITTEE PRIOR ACTION:
Not Applicable.
EXPLANATION:
On June 4, 2024 the City Council of the City of National City adopted the Fiscal Year 2025,
operating and capital budget. Within the City’s adopted General Fund budget of $73,572,536, an
additional $400,000 was allocated to the City Council’s total operating budget of $832,684. The
adopted budget allocated $100,000 to each of the four Council Districts to support each of the
City Councilmembers in providing better customer service to the individual Districts. These funds
can be used in any combination towards necessary operating cost and support staff. Along with
the additional allocation of resources, the City Council also updated City Council Policy No. 121,
which identified the parameters and eligible uses of these funds. These funds may be used to
support full or part-time staffing, professional services, travel, training, and conferences. These
funds shall not be used to contribute to or support non-profit or tax-exempt organizations, for
political activities, or gifts of public funds. The use of these funds shall be in alignment with the
City adopted Strategic Plan and must be used in accordance with the City’s purchasing policy.
All funds will expire at the end of the fiscal year and may not be carried over to subsequent years.
This report, detailed in Exhibit A, encompasses the period of July 1, 2024 through January 31,
2025, and is an analysis of the expenditures of the Mayor’s Office and each of the four City
Councilmember’s operating budgets. Below is a summary of that report. This table reflects the
first seven months of actual expenditures in relation to the adopted budget and the available funds
for this fiscal year.
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
Total City Council Expenditures Budget Actual Exp.Balance Percentage
Councilmembers Salary & Benefits 263,706.00 148,176.87 115,529.13 56%
Support Staff Salary & Benefits 363,978.00 237,142.65 126,835.35 65%
Operating Expenditures 205,000.00 17,570.58 187,429.42 9%
Total 832,684.00 402,890.10 429,793.90 48%
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Exhibit A shows the comparison of actual expenditures to budget for each of the four Council
Districts along with the Mayor’s Office. For the first seven months or 7/12th (58%) of the fiscal
year completed, total expenditures for this fiscal year are $402,890 compared to the adopted
budget of $832,684. Year-to-date expenditures represent 48% of the current year’s budget with
a remaining balance of $429,793.
FINANCIAL STATEMENT:
Presented in Exhibit A.
RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:
Balanced Budget and Economic Development
ENVIRONMENTAL REVIEW:
This is not a project under CEQA, and is therefore, not subject to environmental review.
CCR15378; PRC 21065.
PUBLIC NOTIFICATION:
The Agenda Report was posted at least 72 hours before the Regular Meeting date and time, and
24 hours before a Special Meeting in accordance with the Ralph M. Brown Act
ORDINANCE:
Not Applicable
EXHIBIT:
Exhibit A – City Council Expenditure Report
Page 307 of 310
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
Mayor Ron Morrison Budget Actual Exp.Balance Percentage
Councilmember Salary & Benefits 109,274.00 67,713.12 41,560.88 62%
Support Staff Salary & Benefits 123,978.00 68,853.62 55,124.38 56%
Operating Expenditures 45,000.00 3,433.14 41,566.86 8%
Total 278,252.00 139,999.88 138,252.12 50%
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
District 1 Luz Molina Budget Actual Exp.Balance Percentage
Councilmember Salary & Benefits 38,608.00 19,787.69 18,820.31 51%
Support Staff Salary & Benefits 60,000.00 32,058.80 27,941.20 53%
Operating Expenditures 40,000.00 1,955.28 38,044.72 5%
Total 138,608.00 53,801.77 84,806.23 39%
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
District 2 Jose Rodriguez Budget Actual Exp.Balance Percentage
Councilmember Salary & Benefits 38,608.00 19,787.69 18,820.31 51%
Support Staff Salary & Benefits 60,000.00 50,197.45 9,802.55 84%
Operating Expenditures 40,000.00 1,267.59 38,732.41 3%
Total 138,608.00 71,252.73 67,355.27 51%
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
District 3 Ditas Yamane Budget Actual Exp.Balance Percentage
Councilmember Salary & Benefits 38,608.00 19,348.78 19,259.22 50%
Support Staff Salary & Benefits 60,000.00 37,448.61 22,551.39 62%
Operating Expenditures 40,000.00 10,475.68 29,524.32 26%
Total 138,608.00 67,273.07 71,334.93 49%
For the Period July 2024 through January 2025
City Council Actual to Budget Expenditures
FY 2025
Exhibit A
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FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
District 4 Marcus Bush Budget Actual Exp.Balance Percentage
Councilmember Salary & Benefits 38,608.00 21,539.59 17,068.41 56%
Support Staff Salary & Benefits 60,000.00 48,584.17 11,415.83 81%
Operating Expenditures 40,000.00 438.89 39,561.11 1%
Total 138,608.00 70,562.65 68,045.35 51%
FY 2025 FY 2025 FY 2025 Actual to
Annual July to January Remaining Budget
Total City Council Expenditures Budget Actual Exp.Balance Percentage
Councilmembers Salary & Benefits 263,706.00 148,176.87 115,529.13 56%
Support Staff Salary & Benefits 363,978.00 237,142.65 126,835.35 65%
Operating Expenditures 205,000.00 17,570.58 187,429.42 9%
Total 832,684.00 402,890.10 429,793.90 48%
Page 309 of 310
CITY COUNCIL ITEM REQUEST
The City Council Item Request Form is for members of the City Council to submit written requests to the City
Manager’s Office for inclusion of an item on a future City Council Meeting Agenda. At the meeting where the initial
written request is heard, discussion should be limited to whether the item should be added to an agenda and a date,
not the merit of the item. A majority vote of the City Council is required for the item to be added to a future City
Council Meeting Agenda for action.
Requesting Member of City Council: Council Member Rodriguez
Today’s Date: Tuesday, February 25th, 2025
Is this matter considered Time-Sensitive by another entity deadline? Yes
WRITTEN REQUEST
I, Council Member Rodriguez hereby request that the following item be placed on the National City
Council meeting agenda for consideration on Tuesday, March 4th 2025. Ordinance attached as part of the
request.
Discussion on section 8.32.015 - Restrictions on keeping certain animals, birds and
reptiles. Specifically regarding allowing chickens within residential properties larger than
4,000 sq ft.
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