HomeMy WebLinkAboutAgenda Packet_2025-06-17City Council Meeting Packet
June 17, 2025
CLOSED SESSION MEETING – 4:00 PM
REGULAR OPEN MEETING – 5:30 PM
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
Valerie Amezcua
Mayor
Thai Viet Phan
Councilmember – Ward 1
Benjamin Vazquez
Mayor Pro Tem Ward 2
Jessie Lopez
Councilmember Ward 3
Phil Bacerra
Councilmember Ward 4
Johnathan Ryan Hernandez
Councilmember Ward 5
David Penaloza
Councilmember Ward 6
Mayor and Council telephone: 7146476900
Agenda item inquiries: 7146476520
Sonia R. Carvalho
City Attorney
Alvaro Nuñez
City Manager
Jennifer L. Hall
City Clerk
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,
contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enable
the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supporting
documentation can be found on the City’s website – www.santaana.org/agendasandminutes.
CITY VISION AND CODE OF ETHICS
The City of Santa Ana is committed to achieving a shared vision for the organization and its
community. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtful
and inclusive process designed to set the City and organization on a course that meets the
challenges of today and tomorrow, as follows:
Vision The dynamic center of Orange County which is acclaimed for our: Investment in
youth • Safe and healthy community • Neighborhood pride • Thriving economic climate •
Enriched and diverse culture • Quality government services
Mission To deliver efficient public services in partnership with our community which ensures
public safety, a prosperous economic environment, opportunities for our youth, and a high
quality of life for residents.
Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •
Innovation • Transparency
Code of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,
voters approved an amendment to the City Charter which established the Code of Ethics and
Conduct for elected officials and members of appointed boards, commissions, and
committees to assure public confidence. The following are the core values expressed: •
Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • Efficiency
Members of the public may attend the City Council meeting inperson or join via Zoom. As a
courtesy to the public, the City Council meeting will occur live via teleconference Zoom
webinar. You may view the meeting from your computer, tablet, or smart phone via YouTube
LiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available on
Spectrum channel 3.
PUBLIC COMMENTS – Members of the public who wish to address the City Council on
closed session items, items on the regular agenda, or on matters which are not on the
agenda but are within the subject matter jurisdiction of the City Council, may do so by one of
the following ways:
MAILING OPTION written communications – Public comments may be mailed to:
Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All written
communications received via mail two (2) hours before the scheduled start of the
meeting will be distributed to the City Council and imaged into the City’s document
archive system which is available for public review.
SENDING EMAIL OPTION – Public comments may be sent via email to the City
Clerk’s office at eComment@santaana.org. Please note the agenda item you are
commenting on in the subject line of the email. All emails received two (2) hours before
the scheduled start of the meeting will be distributed to the City Council and imaged
into the City’s document archive system which is available for public review.
LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide live
comments during the meeting by Zoom or Conference Call. To join by Zoom click on or
type the following address into your web browser
https://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 900
9128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerk
when it is time for a: i) closed session item, or ii) agenda/general comments. You may
request to speak by dialing *9 from your phone or you may virtually raise your hand from
Zoom. After the Clerk confirms the last three digits of the caller’s phone number or
Zoom ID and unmutes them, the caller must press *6 or microphone icon to speak.
Callers are encouraged, but not required, to identify themselves by name. Each caller
will be provided three (3) minutes to speak, unless due to the number of speakers
wanting to speak a decision is made to provide a different amount of time to speak.
INPERSON OPTION Members of the public can provide inperson comments at the
podium in the Council Chamber. The Council Chamber will have seating available for
members of the public to attend the meeting inperson. Public comments are limited to
three (3) minutes per speaker, unless a different time is announced by the presiding
chair. Speakers who wish to address the Council must do so by submitting a
“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.
for all other designated public comment periods as listed below. Cards will not be
accepted after the Public Comment Session begins without the permission of the
presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live
comments on closed session items by joining Zoom or the Conference Call as described in
the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open
at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand
BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.
will not be permitted to speak.
2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDA
ITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom or
the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS
OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE
CONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not in
the speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.
TRANSLATION SERVICES Spanish interpreting services are provided at City
Council meetings. Simultaneous Spanish interpretation is provided through the use
of headsets and consecutive interpretation (SpanishtoEnglish) in addition to those
wishing to address the City Council at the podium.
La ciudad provee servicios de interpretación al español en las juntas del Consejo.
La interpretación simultánea al español se ofrece por medio del uso de audífonos y
la interpretación consecutiva (español a inglés) también está disponible para
cualquiera que desee dirigirse al consejo municipal en el podio.
About the Agenda
To download or view the attachments (staff report and other supporting documentation) for
each agenda item, you must select the agenda item to see the attachments to either open in
a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular
City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice from
the City Attorney, that discussion in open session of the following matters will prejudice the
position of the City in existing and anticipated litigation:
1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30
202501454756CUPOCJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,
San Bernardino County Superior Court, CIVRS2401844
C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District
Court Case No. 8:25cv00215JWHDFM
2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of
Section 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 1 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity Clerk
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,
contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enable
the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supporting
documentation can be found on the City’s website – www.santaana.org/agendasandminutes.
CITY VISION AND CODE OF ETHICS
The City of Santa Ana is committed to achieving a shared vision for the organization and its
community. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtful
and inclusive process designed to set the City and organization on a course that meets the
challenges of today and tomorrow, as follows:
Vision The dynamic center of Orange County which is acclaimed for our: Investment in
youth • Safe and healthy community • Neighborhood pride • Thriving economic climate •
Enriched and diverse culture • Quality government services
Mission To deliver efficient public services in partnership with our community which ensures
public safety, a prosperous economic environment, opportunities for our youth, and a high
quality of life for residents.
Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •
Innovation • Transparency
Code of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,
voters approved an amendment to the City Charter which established the Code of Ethics and
Conduct for elected officials and members of appointed boards, commissions, and
committees to assure public confidence. The following are the core values expressed: •
Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • Efficiency
Members of the public may attend the City Council meeting inperson or join via Zoom. As a
courtesy to the public, the City Council meeting will occur live via teleconference Zoom
webinar. You may view the meeting from your computer, tablet, or smart phone via YouTube
LiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available on
Spectrum channel 3.
PUBLIC COMMENTS – Members of the public who wish to address the City Council on
closed session items, items on the regular agenda, or on matters which are not on the
agenda but are within the subject matter jurisdiction of the City Council, may do so by one of
the following ways:
MAILING OPTION written communications – Public comments may be mailed to:
Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All written
communications received via mail two (2) hours before the scheduled start of the
meeting will be distributed to the City Council and imaged into the City’s document
archive system which is available for public review.
SENDING EMAIL OPTION – Public comments may be sent via email to the City
Clerk’s office at eComment@santaana.org. Please note the agenda item you are
commenting on in the subject line of the email. All emails received two (2) hours before
the scheduled start of the meeting will be distributed to the City Council and imaged
into the City’s document archive system which is available for public review.
LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide live
comments during the meeting by Zoom or Conference Call. To join by Zoom click on or
type the following address into your web browser
https://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 900
9128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerk
when it is time for a: i) closed session item, or ii) agenda/general comments. You may
request to speak by dialing *9 from your phone or you may virtually raise your hand from
Zoom. After the Clerk confirms the last three digits of the caller’s phone number or
Zoom ID and unmutes them, the caller must press *6 or microphone icon to speak.
Callers are encouraged, but not required, to identify themselves by name. Each caller
will be provided three (3) minutes to speak, unless due to the number of speakers
wanting to speak a decision is made to provide a different amount of time to speak.
INPERSON OPTION Members of the public can provide inperson comments at the
podium in the Council Chamber. The Council Chamber will have seating available for
members of the public to attend the meeting inperson. Public comments are limited to
three (3) minutes per speaker, unless a different time is announced by the presiding
chair. Speakers who wish to address the Council must do so by submitting a
“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.
for all other designated public comment periods as listed below. Cards will not be
accepted after the Public Comment Session begins without the permission of the
presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live
comments on closed session items by joining Zoom or the Conference Call as described in
the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open
at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand
BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.
will not be permitted to speak.
2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDA
ITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom or
the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS
OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE
CONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not in
the speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.
TRANSLATION SERVICES Spanish interpreting services are provided at City
Council meetings. Simultaneous Spanish interpretation is provided through the use
of headsets and consecutive interpretation (SpanishtoEnglish) in addition to those
wishing to address the City Council at the podium.
La ciudad provee servicios de interpretación al español en las juntas del Consejo.
La interpretación simultánea al español se ofrece por medio del uso de audífonos y
la interpretación consecutiva (español a inglés) también está disponible para
cualquiera que desee dirigirse al consejo municipal en el podio.
About the Agenda
To download or view the attachments (staff report and other supporting documentation) for
each agenda item, you must select the agenda item to see the attachments to either open in
a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular
City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice from
the City Attorney, that discussion in open session of the following matters will prejudice the
position of the City in existing and anticipated litigation:
1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30
202501454756CUPOCJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,
San Bernardino County Superior Court, CIVRS2401844
C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District
Court Case No. 8:25cv00215JWHDFM
2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of
Section 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 2 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics and
Conduct for elected officials and members of appointed boards, commissions, and
committees to assure public confidence. The following are the core values expressed: •
Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • Efficiency
Members of the public may attend the City Council meeting inperson or join via Zoom. As a
courtesy to the public, the City Council meeting will occur live via teleconference Zoom
webinar. You may view the meeting from your computer, tablet, or smart phone via YouTube
LiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available on
Spectrum channel 3.
PUBLIC COMMENTS – Members of the public who wish to address the City Council on
closed session items, items on the regular agenda, or on matters which are not on the
agenda but are within the subject matter jurisdiction of the City Council, may do so by one of
the following ways:
MAILING OPTION written communications – Public comments may be mailed to:
Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All written
communications received via mail two (2) hours before the scheduled start of the
meeting will be distributed to the City Council and imaged into the City’s document
archive system which is available for public review.
SENDING EMAIL OPTION – Public comments may be sent via email to the City
Clerk’s office at eComment@santaana.org. Please note the agenda item you are
commenting on in the subject line of the email. All emails received two (2) hours before
the scheduled start of the meeting will be distributed to the City Council and imaged
into the City’s document archive system which is available for public review.
LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide live
comments during the meeting by Zoom or Conference Call. To join by Zoom click on or
type the following address into your web browser
https://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 900
9128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerk
when it is time for a: i) closed session item, or ii) agenda/general comments. You may
request to speak by dialing *9 from your phone or you may virtually raise your hand from
Zoom. After the Clerk confirms the last three digits of the caller’s phone number or
Zoom ID and unmutes them, the caller must press *6 or microphone icon to speak.
Callers are encouraged, but not required, to identify themselves by name. Each caller
will be provided three (3) minutes to speak, unless due to the number of speakers
wanting to speak a decision is made to provide a different amount of time to speak.
INPERSON OPTION Members of the public can provide inperson comments at the
podium in the Council Chamber. The Council Chamber will have seating available for
members of the public to attend the meeting inperson. Public comments are limited to
three (3) minutes per speaker, unless a different time is announced by the presiding
chair. Speakers who wish to address the Council must do so by submitting a
“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.
for all other designated public comment periods as listed below. Cards will not be
accepted after the Public Comment Session begins without the permission of the
presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live
comments on closed session items by joining Zoom or the Conference Call as described in
the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open
at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand
BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.
will not be permitted to speak.
2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDA
ITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom or
the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS
OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE
CONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not in
the speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.
TRANSLATION SERVICES Spanish interpreting services are provided at City
Council meetings. Simultaneous Spanish interpretation is provided through the use
of headsets and consecutive interpretation (SpanishtoEnglish) in addition to those
wishing to address the City Council at the podium.
La ciudad provee servicios de interpretación al español en las juntas del Consejo.
La interpretación simultánea al español se ofrece por medio del uso de audífonos y
la interpretación consecutiva (español a inglés) también está disponible para
cualquiera que desee dirigirse al consejo municipal en el podio.
About the Agenda
To download or view the attachments (staff report and other supporting documentation) for
each agenda item, you must select the agenda item to see the attachments to either open in
a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular
City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice from
the City Attorney, that discussion in open session of the following matters will prejudice the
position of the City in existing and anticipated litigation:
1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30
202501454756CUPOCJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,
San Bernardino County Superior Court, CIVRS2401844
C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District
Court Case No. 8:25cv00215JWHDFM
2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of
Section 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 3 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.
for all other designated public comment periods as listed below. Cards will not be
accepted after the Public Comment Session begins without the permission of the
presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live
comments on closed session items by joining Zoom or the Conference Call as described in
the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open
at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand
BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.
will not be permitted to speak.
2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDA
ITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom or
the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS
OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE
CONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not in
the speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.
TRANSLATION SERVICES Spanish interpreting services are provided at City
Council meetings. Simultaneous Spanish interpretation is provided through the use
of headsets and consecutive interpretation (SpanishtoEnglish) in addition to those
wishing to address the City Council at the podium.
La ciudad provee servicios de interpretación al español en las juntas del Consejo.
La interpretación simultánea al español se ofrece por medio del uso de audífonos y
la interpretación consecutiva (español a inglés) también está disponible para
cualquiera que desee dirigirse al consejo municipal en el podio.
About the Agenda
To download or view the attachments (staff report and other supporting documentation) for
each agenda item, you must select the agenda item to see the attachments to either open in
a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular
City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice from
the City Attorney, that discussion in open session of the following matters will prejudice the
position of the City in existing and anticipated litigation:
1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30
202501454756CUPOCJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,
San Bernardino County Superior Court, CIVRS2401844
C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District
Court Case No. 8:25cv00215JWHDFM
2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of
Section 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 4 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) for
each agenda item, you must select the agenda item to see the attachments to either open in
a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular
City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice from
the City Attorney, that discussion in open session of the following matters will prejudice the
position of the City in existing and anticipated litigation:
1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30
202501454756CUPOCJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,
San Bernardino County Superior Court, CIVRS2401844
C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District
Court Case No. 8:25cv00215JWHDFM
2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of
Section 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 5 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case
3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Confidential Association of Santa Ana (CASA)
5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Middle Management / Administrative Management
Association (SAMA)
6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section
54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources
Employee Organization: Santa Ana Police Management Association (PMA)
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Bishop Gale Oliver
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 6 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex Robotics
World Championship Participants for Outstanding Academic Accomplishments
2.Certificate of Recognition presented by Councilmember Bacerra recognizing Orange
County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for
Outstanding Contributions to the Community
4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant
and Economic Justice declaring June 2025 as Immigrant Heritage Month
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 5 through 21 and waive reading of all resolutions
and ordinances.
5.Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4
Representative to the Arts and Culture Commission for a Partial Term Expiring
December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene PeñaMarin to the Arts and Culture
Commission as the Ward 4 representative and administer the Oath of Office.
8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4
Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 7 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the
Ward 4 representative and administer the Oath of Office.
9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community
Services Agency as the Santa Ana Senior Center Representative to the Parks,
Recreation, and Community Services Commission for a Partial Term Expiring October
31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and
Community Services Commission to represent residents age 55 and older and
administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency,
City Attorney’s Office, and Police Department
Recommended Action: Approve the destruction of obsolete records from the
Community Development Agency, Planning and Building Agency, City Attorney’s
Office, and the Police Department in accordance with the retention schedule outlined
in City Council Resolution 2013014.
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD)
in Santa Ana (NonGeneral Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City
Net to provide substance abuse coordination services in the amount of $500,000 paid
utilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional six
month renewals (Agreement No. A2025XXX).
12.Agreement with Fortress Armored Services Company for Armored Transport
Services (Specification No. 25041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Fortress Armored Services Company to provide armored transport services in an
amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June
30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025
XXX).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 8 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Jesse Rodriguez to the Youth Commission as theWard 4 representative and administer the Oath of Office.9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and CommunityServices Agency as the Santa Ana Senior Center Representative to the Parks,Recreation, and Community Services Commission for a Partial Term Expiring October31, 2025Department(s): City Clerk’s OfficeRecommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, andCommunity Services Commission to represent residents age 55 and older andadminister the Oath of Office.10.Approve Destruction of Obsolete City RecordsDepartment(s): Community Development Agency, Planning and Building Agency,City Attorney’s Office, and Police DepartmentRecommended Action: Approve the destruction of obsolete records from theCommunity Development Agency, Planning and Building Agency, City Attorney’sOffice, and the Police Department in accordance with the retention schedule outlinedin City Council Resolution 2013014.11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance AbuseCoordination Services for Individuals Experiencing Substance Use Disorders (SUD)in Santa Ana (NonGeneral Fund)Department(s): Community Development AgencyRecommended Action: Approve an agreement with Kingdom Causes, Inc. dba CityNet to provide substance abuse coordination services in the amount of $500,000 paidutilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional sixmonth renewals (Agreement No. A2025XXX).12.Agreement with Fortress Armored Services Company for Armored TransportServices (Specification No. 25041) (General Fund)Department(s): Finance and Management ServicesRecommended Action: Authorize the City Manager to execute an agreement withFortress Armored Services Company to provide armored transport services in anamount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025XXX).13.Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)
Department(s): Human Resources
Recommended Action: Authorize increased subscription fees for two (2) additional
years for the the agreement with Meridian Knowledge Solutions, LLC, for the Learning
Management System (“LMS”) subscription at an annual rate of $34,005, and the add
on service of webbased training content at an annual rate of $42,064 (Agreement No.
A2025XXX).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25044) (General
Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with
Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,
and performance evaluation software services in an annual amount not to exceed
$85,000 for the first year. The Agreement will allow for automatic renewal of each
annual contract term until terminated. Funding for annual subscription cost increases
is not to exceed ten percent (10%) annually for a term beginning July 01, 2025
(Agreement No. A2025XXX).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification
No. 25050) (General Fund & NonGeneral Fund)
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute an agreement with
JFK Transportation Co., Inc. to provide school bus services in an amount not to
exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,
with provisions for two, oneyear extensions (Agreement No. A2025XXX).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing
Services to the Santa Ana Family Justice Center (General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment
to the agreement with Casa de la Familia and exercise two oneyear renewal options
to continue providing an Operations Specialist to the Santa Ana Family Justice
Center for the period from July 1, 2025 through June 30, 2027, in the amount of
$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A
2025XXX).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General
Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 9 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Jesse Rodriguez to the Youth Commission as theWard 4 representative and administer the Oath of Office.9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and CommunityServices Agency as the Santa Ana Senior Center Representative to the Parks,Recreation, and Community Services Commission for a Partial Term Expiring October31, 2025Department(s): City Clerk’s OfficeRecommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, andCommunity Services Commission to represent residents age 55 and older andadminister the Oath of Office.10.Approve Destruction of Obsolete City RecordsDepartment(s): Community Development Agency, Planning and Building Agency,City Attorney’s Office, and Police DepartmentRecommended Action: Approve the destruction of obsolete records from theCommunity Development Agency, Planning and Building Agency, City Attorney’sOffice, and the Police Department in accordance with the retention schedule outlinedin City Council Resolution 2013014.11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance AbuseCoordination Services for Individuals Experiencing Substance Use Disorders (SUD)in Santa Ana (NonGeneral Fund)Department(s): Community Development AgencyRecommended Action: Approve an agreement with Kingdom Causes, Inc. dba CityNet to provide substance abuse coordination services in the amount of $500,000 paidutilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional sixmonth renewals (Agreement No. A2025XXX).12.Agreement with Fortress Armored Services Company for Armored TransportServices (Specification No. 25041) (General Fund)Department(s): Finance and Management ServicesRecommended Action: Authorize the City Manager to execute an agreement withFortress Armored Services Company to provide armored transport services in anamount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025XXX).13.Authorize Funding for Two (2) Additional Years for a Learning Management SystemAgreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)Department(s): Human ResourcesRecommended Action: Authorize increased subscription fees for two (2) additionalyears for the the agreement with Meridian Knowledge Solutions, LLC, for the LearningManagement System (“LMS”) subscription at an annual rate of $34,005, and the addon service of webbased training content at an annual rate of $42,064 (Agreement No.A2025XXX).14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,Onboarding, and Evaluation Software Services (Specification No. 25044) (GeneralFund)Department(s): Human ResourcesRecommended Action: Authorize the City Manager to execute an agreement withGovernmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,and performance evaluation software services in an annual amount not to exceed$85,000 for the first year. The Agreement will allow for automatic renewal of eachannual contract term until terminated. Funding for annual subscription cost increasesis not to exceed ten percent (10%) annually for a term beginning July 01, 2025(Agreement No. A2025XXX).15.Agreement with JFK Transportation Co., Inc. for School Bus Services (SpecificationNo. 25050) (General Fund & NonGeneral Fund)Department(s): Parks, Recreation, and Community ServicesRecommended Action: Authorize the City Manager to execute an agreement withJFK Transportation Co., Inc. to provide school bus services in an amount not toexceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,with provisions for two, oneyear extensions (Agreement No. A2025XXX).16.First Amendment to Agreement with Casa De La Familia to Continue ProvidingServices to the Santa Ana Family Justice Center (General Fund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute the first amendmentto the agreement with Casa de la Familia and exercise two oneyear renewal optionsto continue providing an Operations Specialist to the Santa Ana Family JusticeCenter for the period from July 1, 2025 through June 30, 2027, in the amount of$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A2025XXX).17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (GeneralFund)Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a fifth amendment to
the agreement with Aramark Correctional Services, LLC, to provide inmate meals
and commissary services for an additional threemonth period from July 1, 2025
through September 30, 2025, in the additional amount of $500,000 for a total
aggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (NonGeneral Fund)
Department(s): Police Department
Recommended Action: 1. Adopt a resolution authorizing the City Manager to act on
behalf of the City of Santa Ana for obtaining federal funds related to homeland
security, emergency management, and/or disaster recovery provided by the U.S.
Department of Homeland Security and subgranted through the State of California and
the County of Orange.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a twoyear agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A2025XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement
Grants revenue account and appropriating same to the Emergency Management
Performance Grant expenditure account. (Requires five affirmative votes)
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY
202526
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of
the City of Santa Ana for Fiscal Year 202526, as required by state law.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 20252026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402
and Amendment Application (AA) No. 202403 Amending Certain Sections of Article
XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,
Nonconformities, and Operating Standards, and Amending the City of Santa Ana
Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes
from Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 10 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Jesse Rodriguez to the Youth Commission as theWard 4 representative and administer the Oath of Office.9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and CommunityServices Agency as the Santa Ana Senior Center Representative to the Parks,Recreation, and Community Services Commission for a Partial Term Expiring October31, 2025Department(s): City Clerk’s OfficeRecommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, andCommunity Services Commission to represent residents age 55 and older andadminister the Oath of Office.10.Approve Destruction of Obsolete City RecordsDepartment(s): Community Development Agency, Planning and Building Agency,City Attorney’s Office, and Police DepartmentRecommended Action: Approve the destruction of obsolete records from theCommunity Development Agency, Planning and Building Agency, City Attorney’sOffice, and the Police Department in accordance with the retention schedule outlinedin City Council Resolution 2013014.11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance AbuseCoordination Services for Individuals Experiencing Substance Use Disorders (SUD)in Santa Ana (NonGeneral Fund)Department(s): Community Development AgencyRecommended Action: Approve an agreement with Kingdom Causes, Inc. dba CityNet to provide substance abuse coordination services in the amount of $500,000 paidutilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional sixmonth renewals (Agreement No. A2025XXX).12.Agreement with Fortress Armored Services Company for Armored TransportServices (Specification No. 25041) (General Fund)Department(s): Finance and Management ServicesRecommended Action: Authorize the City Manager to execute an agreement withFortress Armored Services Company to provide armored transport services in anamount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025XXX).13.Authorize Funding for Two (2) Additional Years for a Learning Management SystemAgreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)Department(s): Human ResourcesRecommended Action: Authorize increased subscription fees for two (2) additionalyears for the the agreement with Meridian Knowledge Solutions, LLC, for the LearningManagement System (“LMS”) subscription at an annual rate of $34,005, and the addon service of webbased training content at an annual rate of $42,064 (Agreement No.A2025XXX).14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,Onboarding, and Evaluation Software Services (Specification No. 25044) (GeneralFund)Department(s): Human ResourcesRecommended Action: Authorize the City Manager to execute an agreement withGovernmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,and performance evaluation software services in an annual amount not to exceed$85,000 for the first year. The Agreement will allow for automatic renewal of eachannual contract term until terminated. Funding for annual subscription cost increasesis not to exceed ten percent (10%) annually for a term beginning July 01, 2025(Agreement No. A2025XXX).15.Agreement with JFK Transportation Co., Inc. for School Bus Services (SpecificationNo. 25050) (General Fund & NonGeneral Fund)Department(s): Parks, Recreation, and Community ServicesRecommended Action: Authorize the City Manager to execute an agreement withJFK Transportation Co., Inc. to provide school bus services in an amount not toexceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,with provisions for two, oneyear extensions (Agreement No. A2025XXX).16.First Amendment to Agreement with Casa De La Familia to Continue ProvidingServices to the Santa Ana Family Justice Center (General Fund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute the first amendmentto the agreement with Casa de la Familia and exercise two oneyear renewal optionsto continue providing an Operations Specialist to the Santa Ana Family JusticeCenter for the period from July 1, 2025 through June 30, 2027, in the amount of$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A2025XXX).17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (GeneralFund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute a fifth amendment tothe agreement with Aramark Correctional Services, LLC, to provide inmate mealsand commissary services for an additional threemonth period from July 1, 2025through September 30, 2025, in the additional amount of $500,000 for a totalaggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024Emergency Management Performance Grant (NonGeneral Fund)Department(s): Police DepartmentRecommended Action: 1. Adopt a resolution authorizing the City Manager to act onbehalf of the City of Santa Ana for obtaining federal funds related to homelandsecurity, emergency management, and/or disaster recovery provided by the U.S.Department of Homeland Security and subgranted through the State of California andthe County of Orange.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITYMANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENTPERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE2. Authorize the City Manager to execute a twoyear agreement with the County ofOrange for the period of July 1, 2024 through June 30, 2026, for the FY 2024Emergency Management Performance Grant in an amount not to exceed $46,537(Agreement No. A2025XXX).3. Approve an appropriation adjustment recognizing $46,537 in Law EnforcementGrants revenue account and appropriating same to the Emergency ManagementPerformance Grant expenditure account. (Requires five affirmative votes)19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY202526Department(s): Finance and Management ServicesRecommended Action: Adopt a resolution establishing the appropriations limit ofthe City of Santa Ana for Fiscal Year 202526, as required by state law.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THECITY OF SANTA ANA FOR FISCAL YEAR 2025202620.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402and Amendment Application (AA) No. 202403 Amending Certain Sections of ArticleXIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,Nonconformities, and Operating Standards, and Amending the City of Santa AnaZoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixesfrom Certain Properties Within the SD84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (601)
(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action: 1. Conduct a second reading and adopt an ordinance to
approve Zoning Ordinance Amendment (ZOA) No. 202402 amending certain
sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD
84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments
to the regulations, overlay districts and maps in the zoning district; modifying the
authorized land uses and permit types; establishing revised nonconforming use
regulations, including the addition of an amortization/termination of use process and
adding operational standards for certain permitted and nonconforming uses.
ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 202403 amending the zoning by removing the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICT
BOUNDARY
21.Second Reading and Adoption of City Council Ordinance NS3083 Appropriating
Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana
for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.
Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No. NS
3083 to appropriate monies to the several offices, agencies, and departments of the
City for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 11 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Jesse Rodriguez to the Youth Commission as theWard 4 representative and administer the Oath of Office.9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and CommunityServices Agency as the Santa Ana Senior Center Representative to the Parks,Recreation, and Community Services Commission for a Partial Term Expiring October31, 2025Department(s): City Clerk’s OfficeRecommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, andCommunity Services Commission to represent residents age 55 and older andadminister the Oath of Office.10.Approve Destruction of Obsolete City RecordsDepartment(s): Community Development Agency, Planning and Building Agency,City Attorney’s Office, and Police DepartmentRecommended Action: Approve the destruction of obsolete records from theCommunity Development Agency, Planning and Building Agency, City Attorney’sOffice, and the Police Department in accordance with the retention schedule outlinedin City Council Resolution 2013014.11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance AbuseCoordination Services for Individuals Experiencing Substance Use Disorders (SUD)in Santa Ana (NonGeneral Fund)Department(s): Community Development AgencyRecommended Action: Approve an agreement with Kingdom Causes, Inc. dba CityNet to provide substance abuse coordination services in the amount of $500,000 paidutilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional sixmonth renewals (Agreement No. A2025XXX).12.Agreement with Fortress Armored Services Company for Armored TransportServices (Specification No. 25041) (General Fund)Department(s): Finance and Management ServicesRecommended Action: Authorize the City Manager to execute an agreement withFortress Armored Services Company to provide armored transport services in anamount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025XXX).13.Authorize Funding for Two (2) Additional Years for a Learning Management SystemAgreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)Department(s): Human ResourcesRecommended Action: Authorize increased subscription fees for two (2) additionalyears for the the agreement with Meridian Knowledge Solutions, LLC, for the LearningManagement System (“LMS”) subscription at an annual rate of $34,005, and the addon service of webbased training content at an annual rate of $42,064 (Agreement No.A2025XXX).14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,Onboarding, and Evaluation Software Services (Specification No. 25044) (GeneralFund)Department(s): Human ResourcesRecommended Action: Authorize the City Manager to execute an agreement withGovernmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,and performance evaluation software services in an annual amount not to exceed$85,000 for the first year. The Agreement will allow for automatic renewal of eachannual contract term until terminated. Funding for annual subscription cost increasesis not to exceed ten percent (10%) annually for a term beginning July 01, 2025(Agreement No. A2025XXX).15.Agreement with JFK Transportation Co., Inc. for School Bus Services (SpecificationNo. 25050) (General Fund & NonGeneral Fund)Department(s): Parks, Recreation, and Community ServicesRecommended Action: Authorize the City Manager to execute an agreement withJFK Transportation Co., Inc. to provide school bus services in an amount not toexceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,with provisions for two, oneyear extensions (Agreement No. A2025XXX).16.First Amendment to Agreement with Casa De La Familia to Continue ProvidingServices to the Santa Ana Family Justice Center (General Fund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute the first amendmentto the agreement with Casa de la Familia and exercise two oneyear renewal optionsto continue providing an Operations Specialist to the Santa Ana Family JusticeCenter for the period from July 1, 2025 through June 30, 2027, in the amount of$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A2025XXX).17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (GeneralFund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute a fifth amendment tothe agreement with Aramark Correctional Services, LLC, to provide inmate mealsand commissary services for an additional threemonth period from July 1, 2025through September 30, 2025, in the additional amount of $500,000 for a totalaggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024Emergency Management Performance Grant (NonGeneral Fund)Department(s): Police DepartmentRecommended Action: 1. Adopt a resolution authorizing the City Manager to act onbehalf of the City of Santa Ana for obtaining federal funds related to homelandsecurity, emergency management, and/or disaster recovery provided by the U.S.Department of Homeland Security and subgranted through the State of California andthe County of Orange.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITYMANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENTPERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE2. Authorize the City Manager to execute a twoyear agreement with the County ofOrange for the period of July 1, 2024 through June 30, 2026, for the FY 2024Emergency Management Performance Grant in an amount not to exceed $46,537(Agreement No. A2025XXX).3. Approve an appropriation adjustment recognizing $46,537 in Law EnforcementGrants revenue account and appropriating same to the Emergency ManagementPerformance Grant expenditure account. (Requires five affirmative votes)19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY202526Department(s): Finance and Management ServicesRecommended Action: Adopt a resolution establishing the appropriations limit ofthe City of Santa Ana for Fiscal Year 202526, as required by state law.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THECITY OF SANTA ANA FOR FISCAL YEAR 2025202620.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402and Amendment Application (AA) No. 202403 Amending Certain Sections of ArticleXIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,Nonconformities, and Operating Standards, and Amending the City of Santa AnaZoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixesfrom Certain Properties Within the SD84 District BoundaryFirst reading June 3, 2025 City Council Meeting, approved by a vote of (601)(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.Department(s): Planning and Building AgencyRecommended Action: 1. Conduct a second reading and adopt an ordinance toapprove Zoning Ordinance Amendment (ZOA) No. 202402 amending certainsections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendmentsto the regulations, overlay districts and maps in the zoning district; modifying theauthorized land uses and permit types; establishing revised nonconforming useregulations, including the addition of an amortization/termination of use process andadding operational standards for certain permitted and nonconforming uses.ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OFARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THEREGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONINGCODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYINGTHE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISEDNONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF ANAMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONALSTANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES2. Conduct a second reading and adopt an ordinance to approve AmendmentApplication (AA) No. 202403 amending the zoning by removing the M1 (LightIndustrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84zoning district boundary as designated on the City of Santa Ana Zoning Map.ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANAAMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BYREMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICTBOUNDARY21.Second Reading and Adoption of City Council Ordinance NS3083 AppropriatingMonies to the Several Offices, Agencies, and Departments of the City of Santa Anafor the Fiscal Year Budget Period Commencing July 1, 2025First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.Published in the OC Reporter on June 6, 2025.Department(s): Finance and Management ServicesRecommended Action: Approve the second reading and adopt Ordinance No. NS3083 to appropriate monies to the several offices, agencies, and departments of theCity for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality
Management District’s (South Coast AQMD) proposed amendments to Rules 1111
and 1121, and urging the South Coast AQMD Governing Board to reject any future
proposals that lack meaningful public participation and adequate engagement with
local government agencies.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND
1121
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolution
in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and
Councilmember Hernandez
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to Prepare and Return to the City Council with a Resolution to Amend the
2025 City Council Meeting Calendar to Provide for a City Council Recess During
Either July or August 2025 – Specifically by Canceling the Regular Meetings
Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with
the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember
Lopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 12 6/17/2025
City Council Meeting PacketJune 17, 2025CLOSED SESSION MEETING – 4:00 PMREGULAR OPEN MEETING – 5:30 PM (Immediately following the Closed Session Meeting)CITY COUNCIL CHAMBER22 Civic Center Plaza Santa Ana, CA 92701Valerie AmezcuaMayorThai Viet PhanCouncilmember – Ward 1 Benjamin VazquezMayor Pro Tem Ward 2Jessie LopezCouncilmember Ward 3 Phil BacerraCouncilmember Ward 4Johnathan Ryan HernandezCouncilmember Ward 5 David PenalozaCouncilmember Ward 6Mayor and Council telephone: 7146476900Agenda item inquiries: 7146476520Sonia R. CarvalhoCity Attorney Alvaro NuñezCity Manager Jennifer L. HallCity ClerkIn compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting,contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enablethe City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supportingdocumentation can be found on the City’s website – www.santaana.org/agendasandminutes.CITY VISION AND CODE OF ETHICSThe City of Santa Ana is committed to achieving a shared vision for the organization and itscommunity. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtfuland inclusive process designed to set the City and organization on a course that meets thechallenges of today and tomorrow, as follows:Vision The dynamic center of Orange County which is acclaimed for our: Investment inyouth • Safe and healthy community • Neighborhood pride • Thriving economic climate •Enriched and diverse culture • Quality government servicesMission To deliver efficient public services in partnership with our community which ensurespublic safety, a prosperous economic environment, opportunities for our youth, and a highquality of life for residents.Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility •Innovation • TransparencyCode of Ethics and Conduct At the Special Municipal Election held on February 5, 2008,voters approved an amendment to the City Charter which established the Code of Ethics andConduct for elected officials and members of appointed boards, commissions, andcommittees to assure public confidence. The following are the core values expressed: •Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • EfficiencyMembers of the public may attend the City Council meeting inperson or join via Zoom. As acourtesy to the public, the City Council meeting will occur live via teleconference Zoomwebinar. You may view the meeting from your computer, tablet, or smart phone via YouTubeLiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available onSpectrum channel 3.PUBLIC COMMENTS – Members of the public who wish to address the City Council onclosed session items, items on the regular agenda, or on matters which are not on theagenda but are within the subject matter jurisdiction of the City Council, may do so by one ofthe following ways:MAILING OPTION written communications – Public comments may be mailed to:Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All writtencommunications received via mail two (2) hours before the scheduled start of themeeting will be distributed to the City Council and imaged into the City’s documentarchive system which is available for public review.SENDING EMAIL OPTION – Public comments may be sent via email to the CityClerk’s office at eComment@santaana.org. Please note the agenda item you arecommenting on in the subject line of the email. All emails received two (2) hours beforethe scheduled start of the meeting will be distributed to the City Council and imagedinto the City’s document archive system which is available for public review.LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide livecomments during the meeting by Zoom or Conference Call. To join by Zoom click on ortype the following address into your web browserhttps://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 9009128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerkwhen it is time for a: i) closed session item, or ii) agenda/general comments. You mayrequest to speak by dialing *9 from your phone or you may virtually raise your hand fromZoom. After the Clerk confirms the last three digits of the caller’s phone number orZoom ID and unmutes them, the caller must press *6 or microphone icon to speak.Callers are encouraged, but not required, to identify themselves by name. Each callerwill be provided three (3) minutes to speak, unless due to the number of speakerswanting to speak a decision is made to provide a different amount of time to speak.INPERSON OPTION Members of the public can provide inperson comments at thepodium in the Council Chamber. The Council Chamber will have seating available formembers of the public to attend the meeting inperson. Public comments are limited tothree (3) minutes per speaker, unless a different time is announced by the presidingchair. Speakers who wish to address the Council must do so by submitting a“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m.for all other designated public comment periods as listed below. Cards will not beaccepted after the Public Comment Session begins without the permission of thepresiding chair.The following designated public comment periods are:1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide livecomments on closed session items by joining Zoom or the Conference Call as described inthe LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will openat 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your handBY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m.will not be permitted to speak. 2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDAITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom orthe Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTSOPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THECONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not inthe speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.TRANSLATION SERVICES Spanish interpreting services are provided at CityCouncil meetings. Simultaneous Spanish interpretation is provided through the useof headsets and consecutive interpretation (SpanishtoEnglish) in addition to thosewishing to address the City Council at the podium. La ciudad provee servicios de interpretación al español en las juntas del Consejo. La interpretación simultánea al español se ofrece por medio del uso de audífonos yla interpretación consecutiva (español a inglés) también está disponible paracualquiera que desee dirigirse al consejo municipal en el podio.About the AgendaTo download or view the attachments (staff report and other supporting documentation) foreach agenda item, you must select the agenda item to see the attachments to either open ina new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).CLOSED SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLADDITIONS\DELETIONS TO CLOSED SESSIONPUBLIC COMMENTS – Members of the public may address the City Council on ClosedSession items.RECESS – City Council will recess to Closed Session for the purpose of conducting regularCity business.CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certainmatters without members of the public present. The City Council finds, based on advice fromthe City Attorney, that discussion in open session of the following matters will prejudice theposition of the City in existing and anticipated litigation:1.CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant toParagraph (1) of subdivision (d) of Section 54956.9 of the Government Code:A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30202501454756CUPOCJCB. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR,San Bernardino County Superior Court, CIVRS2401844C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States DistrictCourt Case No. 8:25cv00215JWHDFM2.CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATIONSignificant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) ofSection 54956.9: One potential case3.LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:Claimant: Nationwide Insurance on behalf of Robert Stolo4.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Confidential Association of Santa Ana (CASA)5.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Middle Management / Administrative ManagementAssociation (SAMA)6.CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section54957.6(a):Agency Negotiator: Lori Schnaider, Executive Director of Human ResourcesEmployee Organization: Santa Ana Police Management Association (PMA)RECONVENE – City Council will reconvene to continue regular City business.CITY COUNCIL REGULAR OPEN SESSIONCALL TO ORDERATTENDANCE Council Members Phil BacerraJohnathan Ryan HernandezJessie LopezDavid PenalozaThai Viet PhanMayor Pro Tem Benjamin VazquezMayorValerie AmezcuaCity Manager Alvaro NuñezCity Attorney Sonia R. CarvalhoCity Clerk Jennifer L. HallROLL CALLPLEDGE OF ALLEGIANCE Mayor AmezcuaWORDS OF INSPIRATION Bishop Gale OliverADDITIONS\DELETIONS TO THE AGENDACEREMONIAL PRESENTATIONS1.Certificate of Recognition presented by Mayor Amezcua recognizing Vex RoboticsWorld Championship Participants for Outstanding Academic Accomplishments2.Certificate of Recognition presented by Councilmember Bacerra recognizing OrangeCounty’s Fire Authority Best and Bravest Outstanding Contributions to the Community3.Certificate of Recognition presented by Councilmember Lopez to The Nobody’s forOutstanding Contributions to the Community4.Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrantand Economic Justice declaring June 2025 as Immigrant Heritage MonthCLOSED SESSION REPORT – The City Attorney will report on any action(s) from ClosedSession.PUBLIC COMMENTS – Public comments will be held during the beginning of the meetingfor ALL comments on agenda and nonagenda items.CONSENT CALENDARRECOMMENDED ACTION: Approve staff recommendations on the followingConsent Calendar Items: 5 through 21 and waive reading of all resolutionsand ordinances. 5.Excused AbsencesDepartment(s): City Clerk’s OfficeRecommended Action: Excuse the absent members.6.Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025.Department(s): City Clerk’s OfficeRecommended Action: Approve minutes.7.Appoint Marlene PeñaMarin Nominated by Councilmember Bacerra as the Ward 4Representative to the Arts and Culture Commission for a Partial Term ExpiringDecember 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Marlene PeñaMarin to the Arts and CultureCommission as the Ward 4 representative and administer the Oath of Office.8.Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4Representative to the Youth Commission for a Partial Term Expiring December 8, 2026Department(s): City Clerk’s OfficeRecommended Action: Appoint Jesse Rodriguez to the Youth Commission as theWard 4 representative and administer the Oath of Office.9.Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and CommunityServices Agency as the Santa Ana Senior Center Representative to the Parks,Recreation, and Community Services Commission for a Partial Term Expiring October31, 2025Department(s): City Clerk’s OfficeRecommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, andCommunity Services Commission to represent residents age 55 and older andadminister the Oath of Office.10.Approve Destruction of Obsolete City RecordsDepartment(s): Community Development Agency, Planning and Building Agency,City Attorney’s Office, and Police DepartmentRecommended Action: Approve the destruction of obsolete records from theCommunity Development Agency, Planning and Building Agency, City Attorney’sOffice, and the Police Department in accordance with the retention schedule outlinedin City Council Resolution 2013014.11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance AbuseCoordination Services for Individuals Experiencing Substance Use Disorders (SUD)in Santa Ana (NonGeneral Fund)Department(s): Community Development AgencyRecommended Action: Approve an agreement with Kingdom Causes, Inc. dba CityNet to provide substance abuse coordination services in the amount of $500,000 paidutilizing the City’s Opioid Settlement Fund, for a sixmonth term with two optional sixmonth renewals (Agreement No. A2025XXX).12.Agreement with Fortress Armored Services Company for Armored TransportServices (Specification No. 25041) (General Fund)Department(s): Finance and Management ServicesRecommended Action: Authorize the City Manager to execute an agreement withFortress Armored Services Company to provide armored transport services in anamount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June30, 2028, with provisions for two (2), 1year extensions (Agreement No. A2025XXX).13.Authorize Funding for Two (2) Additional Years for a Learning Management SystemAgreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds)Department(s): Human ResourcesRecommended Action: Authorize increased subscription fees for two (2) additionalyears for the the agreement with Meridian Knowledge Solutions, LLC, for the LearningManagement System (“LMS”) subscription at an annual rate of $34,005, and the addon service of webbased training content at an annual rate of $42,064 (Agreement No.A2025XXX).14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,Onboarding, and Evaluation Software Services (Specification No. 25044) (GeneralFund)Department(s): Human ResourcesRecommended Action: Authorize the City Manager to execute an agreement withGovernmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding,and performance evaluation software services in an annual amount not to exceed$85,000 for the first year. The Agreement will allow for automatic renewal of eachannual contract term until terminated. Funding for annual subscription cost increasesis not to exceed ten percent (10%) annually for a term beginning July 01, 2025(Agreement No. A2025XXX).15.Agreement with JFK Transportation Co., Inc. for School Bus Services (SpecificationNo. 25050) (General Fund & NonGeneral Fund)Department(s): Parks, Recreation, and Community ServicesRecommended Action: Authorize the City Manager to execute an agreement withJFK Transportation Co., Inc. to provide school bus services in an amount not toexceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028,with provisions for two, oneyear extensions (Agreement No. A2025XXX).16.First Amendment to Agreement with Casa De La Familia to Continue ProvidingServices to the Santa Ana Family Justice Center (General Fund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute the first amendmentto the agreement with Casa de la Familia and exercise two oneyear renewal optionsto continue providing an Operations Specialist to the Santa Ana Family JusticeCenter for the period from July 1, 2025 through June 30, 2027, in the amount of$203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A2025XXX).17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (GeneralFund)Department(s): Police DepartmentRecommended Action: Authorize the City Manager to execute a fifth amendment tothe agreement with Aramark Correctional Services, LLC, to provide inmate mealsand commissary services for an additional threemonth period from July 1, 2025through September 30, 2025, in the additional amount of $500,000 for a totalaggregate amount not to exceed $8,183,326 (Agreement No. A2025XXX).18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024Emergency Management Performance Grant (NonGeneral Fund)Department(s): Police DepartmentRecommended Action: 1. Adopt a resolution authorizing the City Manager to act onbehalf of the City of Santa Ana for obtaining federal funds related to homelandsecurity, emergency management, and/or disaster recovery provided by the U.S.Department of Homeland Security and subgranted through the State of California andthe County of Orange.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITYMANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENTPERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE2. Authorize the City Manager to execute a twoyear agreement with the County ofOrange for the period of July 1, 2024 through June 30, 2026, for the FY 2024Emergency Management Performance Grant in an amount not to exceed $46,537(Agreement No. A2025XXX).3. Approve an appropriation adjustment recognizing $46,537 in Law EnforcementGrants revenue account and appropriating same to the Emergency ManagementPerformance Grant expenditure account. (Requires five affirmative votes)19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY202526Department(s): Finance and Management ServicesRecommended Action: Adopt a resolution establishing the appropriations limit ofthe City of Santa Ana for Fiscal Year 202526, as required by state law.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THECITY OF SANTA ANA FOR FISCAL YEAR 2025202620.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 202402and Amendment Application (AA) No. 202403 Amending Certain Sections of ArticleXIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning)of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses,Nonconformities, and Operating Standards, and Amending the City of Santa AnaZoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixesfrom Certain Properties Within the SD84 District BoundaryFirst reading June 3, 2025 City Council Meeting, approved by a vote of (601)(Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.Department(s): Planning and Building AgencyRecommended Action: 1. Conduct a second reading and adopt an ordinance toapprove Zoning Ordinance Amendment (ZOA) No. 202402 amending certainsections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendmentsto the regulations, overlay districts and maps in the zoning district; modifying theauthorized land uses and permit types; establishing revised nonconforming useregulations, including the addition of an amortization/termination of use process andadding operational standards for certain permitted and nonconforming uses.ORDINANCE NO. NS3081 entitled AN ORDINANCE OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.202402, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OFARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THEREGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONINGCODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYINGTHE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISEDNONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF ANAMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONALSTANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES2. Conduct a second reading and adopt an ordinance to approve AmendmentApplication (AA) No. 202403 amending the zoning by removing the M1 (LightIndustrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD84zoning district boundary as designated on the City of Santa Ana Zoning Map.ORDINANCE NO. NS3082 entitled AMENDMENT APPLICATION (AA) NO. 202403– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANAAMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BYREMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84 ZONING DISTRICTBOUNDARY21.Second Reading and Adoption of City Council Ordinance NS3083 AppropriatingMonies to the Several Offices, Agencies, and Departments of the City of Santa Anafor the Fiscal Year Budget Period Commencing July 1, 2025First reading at the June 3, 2025 City Council meeting and approved by a vote of 70.Published in the OC Reporter on June 6, 2025.Department(s): Finance and Management ServicesRecommended Action: Approve the second reading and adopt Ordinance No. NS3083 to appropriate monies to the several offices, agencies, and departments of theCity for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends onJune 30, 2026. (Requires five affirmative votes)UNCODIFIED ORDINANCE NO NS3083 entitled AN ORDINANCE OF THE CITYCOUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERALOFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEARBUDGET PERIOD COMMENCING JULY 1, 2025**END OF CONSENT CALENDAR**BUSINESS CALENDAR22.Resolution Opposing the South Coast Air Quality Management District’s ProposedAmendments to Rules 1111 and 1121Department(s): City Manager’s OfficeRecommended Action: Adopt a resolution opposing the South Coast Air QualityManagement District’s (South Coast AQMD) proposed amendments to Rules 1111and 1121, and urging the South Coast AQMD Governing Board to reject any futureproposals that lack meaningful public participation and adequate engagement withlocal government agencies.RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OFTHE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITYMANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND1121**END OF BUSINESS CALENDAR**COUNCILMEMBER REQUESTED ITEMS23.Discuss and Consider Providing Direction to the City Manager to Draft a Resolutionin Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez andCouncilmember Hernandez24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and CityAttorney to Prepare and Return to the City Council with a Resolution to Amend the2025 City Council Meeting Calendar to Provide for a City Council Recess DuringEither July or August 2025 – Specifically by Canceling the Regular MeetingsScheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance withthe City Council Rules and Procedures and the Ralph M. Brown Act – CouncilmemberLopez
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board or
commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting.
Future Items
1. Santa Ana Tourism and Marketing District Renewal Public Hearing
2. WORK Center Memorandum of Understanding
POSTING STATEMENT: On June 10, 2025, a true and correct copy of this agenda was
posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet
Access to City Council, Agency, and Authority agendas and related material is available prior
to meetings at santaana.org/agendasandminutes.
City Council 13 6/17/2025
CITY COUNCIL 1 MAY 20, 2025
DRAFT Minutes of the Regular Meeting
of the City Council
City of Santa Ana,
California
May 20, 2025
CLOSED SESSION MEETING – 4 :00 P.M.
REGULAR OPEN MEETING – 5:30 P.M.
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
CLOSED SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua called the Closed Session meeting to order at 4:12 P.M.
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra (arrived at 4:17 P.M.), Hernandez, and Phan, Mayor Pro Tem
Vazquez, and Mayor Amezcua were present. Councilmembers Lopez and Penaloza
arrived during Closed Session.
City Council 6 – 1 6/17/2025
CITY COUNCIL 2 MAY 20, 2025
ADDITIONS\DELETIONS TO CLOSED SESSION
MINUTES: None.
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments
received: (65) Closed Session Agenda Item No. 3.
The following individuals addressed the City Council in-person:
1. Bulmaro Vicente urged the City Council to appoint a Police Oversight Director.
2. Autumn Overton urged the City Council to appoint a Police Oversight Director.
3. Sandra DeAnda spoke regarding an experience with Santa Ana Police Department
(SAPD) and urged the City Council to appoint a Police Oversight Director.
4. Rain Mendoza expressed concern regarding the delay in the appointment of Police
Oversight Director and urged the City Council to appoint a director.
5. Tanya Navarro spoke regarding the qualities of a qualified Police Oversight Director
and the Police Oversight Commission.
6. David Pulido urged the City Council to appoint a Police Oversight Director.
The following individual addressed the City Council via teleconference:
7. Juliana Musheyev urged the City Council to appoint a Police Oversight Director.
RECESS – City Council will recess to Closed Session for the purpose of conducting
regular City business.
MINUTES: Mayor Amezcua recessed to consider the Closed Session items at 4:29 P.M.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice
from the City Attorney, that discussion in open session of the following matters will
prejudice the position of the City in existing and anticipated litigation:
1. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to
Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Anchor Stone Christian Church v. City of Santa Ana, et al., United States
District Court Case No. 8:25-cv-00215-JWH-DFM
City Council 6 – 2 6/17/2025
CITY COUNCIL 3 MAY 20, 2025
2. CONFERENCE WITH LABOR CONFERENCE WITH LEGAL COUNSEL
– POTENTIAL INITIATION OF LITIGATION pursuant to paragraph (4) of
subdivision (d) of Government Code Section 54956.9: Three (3) cases – Drug
Den Abatement Actions
1502 E. 1st Street, Santa Ana (“El Tapatio”)
1504 E. 1st Street, Santa Ana (“Royal Roman”)
1519 E. 1st Street, Santa Ana (“Royal Grand”)
3. PUBLIC EMPLOYEE EMPLOYMENT/APPOINTMENT pursuant to Section
54957(b)(1) of the Government Code:
Title: Police Oversight Commission Independent Oversight Director
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua reconvened the City Council Meeting to order at 6:16 P.M.
ATTENDANCE Councilmembers
Mayor Pro Tem
Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Benjamin Vazquez
Mayor Valerie Amezcua
City Manager
City Attorney
City Clerk
Alvaro Nuñez
Sonia R. Carvalho
Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra, Hernandez, Lopez (arrived 6:19 P.M.), Penaloza, and Phan,
Mayor Pro Tem Vazquez, and Mayor Amezcua were present.
PLEDGE OF ALLEGIANCE Orange County Fire Authority Division Chief
James Henerey
WORDS OF INSPIRATION Pastor Johnny Dunning
City Council 6 – 3 6/17/2025
CITY COUNCIL 4 MAY 20, 2025
ADDITIONS\DELETIONS TO THE AGENDA
MINUTES: None.
CEREMONIAL PRESENTATIONS
1. Certificates of Recognition presented by Mayor Amezcua recognizing Santa
Ana’s Annual Youth Poster Contest Winners
MINUTES: Mayor Amezcua presented certificates of recognition to Santa Ana’s
annual youth poster contest winners.
2. Proclamation presented by Mayor Pro Tem Vazquez to Santa Ana Active
Streets declaring May 2025 as National Bike Month
MINUTES: Mayor Pro Tem Vazquez presented a proclamation to Santa Ana Active
Streets declaring May 2025 as National Bike Month.
3. Proclamation presented by Councilmember Bacerra and Councilmember
Phan declaring May 2025 as Asian American and Pacific Islander Heritage
Month
MINUTES: Councilmember Bacerra and Councilmember Phan presented a
proclamation declaring May 2025 as Asian American and Pacific Islander Heritage
Month.
4. Proclamation presented by Councilmember Lopez to First 5 Orange County
declaring May 2025 as Early Childhood Month
MINUTES: Councilmember Lopez presented a proclamation to First 5 Orange
County declaring May 2025 as Early Childhood Month.
5. Certificates of Recognition presented by Councilmember Penaloza
recognizing Pio Pico’s Inaugural Intermediate Sports Team for Exceptional
Sportsmanship
MINUTES: Councilmember Penaloza presented certificates of recognition to Pio
Pico’s inaugural intermediate sports team for exception al sportsmanship.
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
MINUTES: City Attorney Sonia Carvalho stated there was no reportable action.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and non-agenda items.
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments
received: three (3) Agenda Item No. 27, one (1) Agenda Item No. 28, and five (5) non-
agenda comments.
City Council 6 – 4 6/17/2025
CITY COUNCIL 5 MAY 20, 2025
The following speakers addressed City Council in-person:
1. Sandra DeAnda spoke in support of Agenda Item No. 27.
2. Natalia Perez (translation: Spanish) requested assistance in finding affordable
housing for her family.
3. Sue Palak thanked Councilmember Bacerra, the Santa Ana Police Department, and
the Quality of Life Team for improvements over the past five years to the South Coast
Metro area.
4. Alex Hernandez expressed concern regarding public safety around Cabrillo
Crossing.
5. Kanan Durham expressed concern regarding public safety related to Immigration
and Customs Enforcement (ICE).
6. Ray Diaz requested transparency regarding ICE and Homeland Security presence
in the City.
7. Mia Verdin spoke in support of Agenda Item No. 27.
8. Diego Sarmiento spoke in support of Agenda Item No. 27.
9. Rain Mendoza spoke regarding Noe Rodriguez’s and spoke in support of Agenda
Item No. 27.
10. Diego Sanchez spoke in support of Agenda Item No. 27.
11. Abraham Quintana spoke in support of Agenda Item No. 27.
12. Matthew Compton requested that police officers be held accountable for their
actions.
13. David Pulido spoke regarding Noe Rodriguez and requested justice, release of the
police report, and accountability.
14. Erika Armenta (translation: Spanish) spoke regarding Noah Rodriguez and
requested justice, release of the police report, and accountability.
15. Oscar Torres expressed concern regarding affordable housing in the city and short
term rentals.
16. Emma Gottfried spoke regarding Noe Rodriguez, requested justice and
accountability, and spoke in support of Agenda Item No. 27.
17. Basha Jamil spoke in support of Agenda Item No. 27.
18. Khalid Hudson spoke in support of Agenda Item No. 27.
City Council 6 – 5 6/17/2025
CITY COUNCIL 6 MAY 20, 2025
19. Indigo Vu spoke in support of Agenda Item No. 27.
20. Carlos Perea (translation: Spanish) spoke in support of Agenda Item No. 27.
21. Diana Torreros spoke in support of Agenda Item No. 27 and spoke regarding justice
for Noe Rodriguez.
22. Camila Guzman spoke in support of Agenda Item No. 27.
23. Tanya Navarro spoke in support of Agenda Item No. 27.
The following speaker addressed City Council via teleconference:
24. Erica Gonzalez spoke regarding ICE activity in the city, justice for Noe Rodriguez,
and in support of item 27.
At 8:10 P.M. AGENDA ITEM NO. 28 WAS MOVED OUT OF ORDER AND
CONSIDERED PRIOR TO THE REMAINDER OF THE AFENDA
28. Fiscal Year 2025-26 Budget Work Study Session
Department(s): Finance and Management Services
Recommended Action: Discuss and provide direction to staff.
MINUTES: Acting Executive Director of Finance Management Services Alex Trinidad
gave a presentation regarding the proposed FY 25/26 Budget.
Mayor Pro Tem Vazquez thanked staff for the presentation and for adjustments made
to the budget based on Council’s recommendations.
Councilmember Hernandez thanked staff for the presentation, a balanced budget, and
for including Bristol - Tolliver Park.
Councilmember Bacerra thanked staff for the adjustments made to the budget based
on resident’s and Council priorities.
Councilmember Penaloza thanked staff for the presentation and asked for clarification
regarding funding for the MacArthur and Flower left turn signal.
City Manager Alvaro Nuñez explained the funding for the MacArthur and Flower left
turn signal would come from City earned savings and a nominal amount would come
from the City of Irvine as part of a regional water venture.
Councilmember Penaloza expressed support for the Cypress Street Fire Station's
allocated funds and requested the project design plans be shared with the council, as
well as a breakdown of expenses for this project and similar future projects.
WORK STUDY SESSION
City Council 6 – 6 6/17/2025
CITY COUNCIL 7 MAY 20, 2025
Public Works Executive Director Nabil Saba stated $1 million has been allocated to
the Cypress Fire Station and $500,000 has been spent on design.
Deputy Public Works Director Mike Ortiz stated $80,000 was spent on removing
hazardous materials and clearing the interior for safety and police access. Following
this, $357,000 was spent to bring in professional staff to design plans. He stated the
adaptive reuse project for a public facility has triggered additional requirements not
found in residential properties, such as ADA compliance and a seismic retrofit,
necessitating a team of specialists and a historian. He stated these factors contribute
to higher costs and are consistent with industry standards for public sector projects.
Councilmember Lopez expressed concern regarding the lack of capital improvements
previously requested being included in the future budget and requested a meeting
with staff to get further details on the current proposed budget.
Councilmember Phan thanked staff for the presentation and expressed support for
the budget.
Mayor Amezcua thanked staff for the presentation and budget, and requested an
update on the number of surveys submitted, and stated public safety and quality of
life have been the top concerns.
Acting Director Trinidad stated there were approximately 1,100 surveys received.
Discussion ensued regarding the timeframe of ongoing city projects.
Mayor Amezcua asked whether the requested fence in Riverview would be completed
within the current budget cycle.
City Manager Nuñez stated the majority of the project would be able to be completed
within the current budget.
Councilmember Penaloza spoke in favor of funding for sidewalk repairs and
requested an update regarding sidewalk branding.
Director Saba reported the stamp has been set as a standard and will be added to
new sidewalks moving forward.
Councilmember Penaloza requested an update on previously requested splash pads,
a printed budget, capital improvement projects for future meetings, and ongoing
updates to Council on similar projects.
City Manager Nuñez clarified the timeline and funding for the splash pads and similar
projects.
Mayor Amezcua asked for an update regarding pending projects.
City Council 6 – 7 6/17/2025
CITY COUNCIL 8 MAY 20, 2025
City Manager Nuñez stated he is prioritizing projects by analyzing reallocated funds
with staff to complete projects, explained progress can be seen at El Salvador and
Memorial Parks, the Centennial lighting project, and the allocation for the Cypress
Street Fire Station this fiscal year. He stated completion of similar projects within 18
months.
Councilmember Bacerra echoed Councilmember Penaloza’s comments regarding
sidewalk funding and branding.
Councilmember Penaloza requested additional lighting at the zoo afterhours to offer
extended hours.
Parks, Recreation, and Community Services Executive Director Hawk Scott stated
staff is working to add additional lighting during the summer and announced the sale
of alcohol at the zoo.
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 6 through 24 and waive reading of all resolutions and
ordinances.
MINUTES: At 8:48 P.M., the Consent Calendar was considered.
Councilmember Phan recused herself from Agenda Item Nos. 20 and 21 as the listed
entities, Psomas and Orange County Water District, are clients of her employer, Rutan
and Tucker.
Councilmember Penaloza recused himself from Agenda Item No. 20 per the Levine Act
as the listed entity, Psomas, has made contributions to his camp aign within the past 12
months.
MOTION: Councilmember Hernandez moved to approve Consent Calendar Item
Nos. 6 through 24, seconded by Mayor Amezcua.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
CONSENT CALENDAR
City Council 6 – 8 6/17/2025
CITY COUNCIL 9 MAY 20, 2025
6. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
7. Minutes from the Regular Meeting of May 6, 2025
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
8. Regional and Unified Local Workforce Plans for Program Years (PY) 2025-
2028 as Required Under the Federal Title I Workforce Innovation and
Opportunity Act
Department(s): Community Development Agency
Recommended Action: Approve the Regional and Unified Local Workforce Plans
for PY 2025-2028 and authorize the submission to the State as required by the
federal Workforce Innovation and Opportunity Act Title I grant.
9. Local Area Subsequent Designation and Local Board Recertification
Program Year (PY) 2025-2027
Department(s): Community Development Agency
Recommended Action: Authorize the submission of the application for
Subsequent Local Area Designation and Local Board Recertification for PY 2025 -
2027.
10. Quarterly Report of Investments as of March 31, 2025
Department(s): Finance and Management Services
Recommended Action: Receive and file.
11. Quarterly Report of Contracts up to $50,000 for Non-Public Works and up to
$500,000 for Public Works Authorized by the City Manager as Permitted by
Charter Section 421
Department(s): Finance and Management Services
Recommended Action: Receive and file Quarterly Report of Contracts entered
into between January 1, 2025 to March 31, 2025.
City Council 6 – 9 6/17/2025
CITY COUNCIL 10 MAY 20, 2025
12. Contract to Cherry Bekaert Advisory LLC for Governmental Accounting
Standards Board (GASB) Consulting Services (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with
Cherry Bekaert Advisory LLC to provide Consulting Services to implement new
GASB standards for a total amount not to exceed $156,000 for a two-year period
beginning with the fiscal year ending June 30, 2025 through June 30, 2026, with a
provision for three, one-year extensions for the fiscal years ending June 30, 2027,
June 30, 2028, and June 30, 2029. (Agreement No. A-2025-068).
13. Agreement with ProudCity for the Licensing of a Website Content
Management System (CMS) and Services
Department(s): Information Technology
Recommended Action: Authorize the City Manager to execute an agreement with
ProudCity, Inc. for website content management system (CMS) software
subscriptions and professional services, for a three-year term beginning July 1,
2025 and ending June 30, 2028, for an annual amount not to exceed $103,827, for
a total aggregate amount not to exceed $311,481 over the life of the agre ement
(Agreement No. A-2025-069).
14. Agreement with StandUp for Kids to provide Rapid Re-Housing Services
Paired With Services Coordination for Homeless Youth from the Age of
Eighteen to Twenty-Four (Non-General Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Standup for Kids Orange
County, in an amount not to exceed $375,000, for Rapid Re-Housing and Services
Coordination for a two-year period, beginning May 20, 2025, and ending May 19,
2027, with the option for the City to grant a one-year renewal in writing by the City
Manager and the City Attorney (Agreement No. A-2025-070).
15. Historic Property Preservation Agreement for the Property Located at 2301
N. Westwood Avenue
Department(s): Planning and Building Agency
Recommended Action: Authorize the City Manager to execute the attached Mills
Act agreement with the below-referenced property owner for the identified
structure(s) (Agreement No. A-2025-071). [Includes determination that the
proposed project is exempt from further review in accordance with the California
Environmental Quality Act as Categorical Exemption/Environmental Review No.
2025-05 will be filed for the project]
City Council 6 – 10 6/17/2025
CITY COUNCIL 11 MAY 20, 2025
Table 1: Mills Act Agreement Approved by the Historic Resources
Commission (HRC)
Property
Owner(s)
Historic Property
Preservation
Agreement No.
Address/House Vote by HRC
Kevin T.
Nguyen 2025-01
2301 N.
Westwood
Avenue
6:0:0:1
(Commissioner
Padilla absent)
16. Agreement with Kim Turner, LLC for Recruitment, Training, and Staffing
Consulting Services (Specification No 25-009) (Non-General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute a one -year
agreement with Kim Turner, LLC, to provide recruitment, training, and staffing
consulting services for the period of May 20, 2025 through May 19, 2026, with
provisions for two, one-year extensions, in an amount not to exceed $197,500
(Agreement A-2025-072).
17. Purchase Order to Tolar Manufacturing Company for Bus Shelters and
Related Amenities (Specification No. 25-063) (General Fund)
Department(s): Public Works Agency
Recommended Action: Authorize a Purchase Order to Tolar Manufacturing
Company for bus shelters and related amenities, in a total amount not to exceed
$250,000.
18. Agreement with HDR Engineering, Inc. to Conduct the First Street Multimodal
Boulevard Study (Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Authorize the City Manager to execute an agreement
with HDR Engineering Inc. to provide traffic engineering and transportation
planning services for the First Street Multimodal Boulevard Study in the amount of
$3,870,000, for a term beginning May 21, 2025 and ending on May 20, 2027, with
the option for two, one-year extensions (Agreement No. A-2025-073).
City Council 6 – 11 6/17/2025
CITY COUNCIL 12 MAY 20, 2025
19. Agreement with Robert D. Niehaus, Inc. for Long-Term Financial Planning
and Water and Sewer Cost of Service Study (Specification No. 25-013) (Non-
General Fund)
Department(s): Public Works Agency
Recommended Action: Approve an agreement with Robert D. Niehaus, Inc. to
conduct long-term financial planning and a water and sewer cost of service study
for an amount not to exceed $130,850, for a term beginning May 20, 2025 and
expiring May 19, 2028, with a provision for two one -year extensions (Agreement
No. A-2025-074).
20. Agreements with Butier Engineering, Inc., Z&K Consultants, Inc., Berg &
Associates, Inc., Psomas, Willdan Engineering, and EEC Environmental for
On-Call Construction Management and Inspection Services (No. 25 -011)
(Non-General Fund)
Department(s): Public W orks Agency
Recommended Action: Authorize the City Manager to execute agreements with
Butier Engineering, Inc., Z&K Consultants, Inc., Berg & Associates, Inc., Psomas,
Willdan Engineering, and EEC Environmental for on-call construction management
services and inspection services, for a shared aggregate amount not to exceed
$1,500,000, for a term beginning May 21, 2025 and expiring May 20, 2028, with
provisions for two one-year extensions (Core Agreement No. A-2025-075).
MOTION: Councilmember Hernandez moved to approve the recommended action
for Item No. 20 as part of the Consent Calendar, seconded by Mayor Amezcua.
The motion carried, 5-0-2, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ, MAYOR PRO
TEM VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PENALOZA (recusal),
COUNCILMEMBER PHAN (recusal)
NONE
Status: 5 – 0 – 2 – Pass
City Council 6 – 12 6/17/2025
CITY COUNCIL 13 MAY 20, 2025
21. First Amendment to Interagency Agreement with the Orange County Water
District and Moulton Niguel Water District
Department(s): Public Works Agency
Recommended Action: Authorize the City Manager to execute the first
amendment to the agreement with Orange Count y Water District and Moulton
Niguel Water District, to extend the term of the agreement to June 30, 2028, and
to amend the scope of work to include a final design of the proposed infrastructure
based on the preliminary design analysis (Agreement No. A-2025-076).
MOTION: Councilmember Hernandez moved to approve the recommended action
for Item No. 21 as part of the Consent Calendar, seconded by Mayor Amezcua.
The motion carried, 6-0-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
22. Second Amendment to the Waste Disposal Agreement with the County of
Orange (Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Approve a second amendment to the Waste Disposal
Agreement with the County of Orange for an additional one-year term ending June
30, 2026 for continued importation of waste to the County’s three landfills
(Agreement No. A-2025-077).
23. Resolution Authorizing the City of Santa Ana to Donate Surplus Public Works
Equipment to Sister City, Sahuayo de Morelos, Michoacán, Mexico
Department(s): Public Works Agency
Recommended Action: Adopt a resolution authorizing the City of Santa Ana to
donate surplus Public Works equipment to Sister City Sahuayo de Morelos,
Michoacán, Mexico.
RESOLUTION NO. 2025-015 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA AUTHORIZING DONATION OF SURPLUS
PUBLIC WORKS EQUIPMENT TO SISTER CITY SAHUAYO DE MORELOS
City Council 6 – 13 6/17/2025
CITY COUNCIL 14 MAY 20, 2025
24. Second Reading of an Ordinance Adding Article XIV to Chapter 10 (Crimes
and Miscellaneous Law Enforcement Provisions) of the Santa Ana Municipal
Code Prohibiting the Sale or Distribution of Nitrous Oxide
First reading conducted at the May 6, 2025 City Council meeting and approved by
vote of 7-0. Legal notice published in the OC Reporter on May 9, 2025.
Department(s): Police Department
Recommended Action: Conduct a second reading and adopt an Ordinance
adding Article XIV to Chapter 10 (Crimes and Miscellaneous Law Enforcement
Provisions) of the Santa Ana Municipal Code prohibiting the sale or distribution of
Nitrous Oxide:
ORDINANCE NO. NS-3079 entitled AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA ADDING ARTICLE XIV TO CHAPTER 10 OF THE
SANTA ANA MUNICIPAL CODE (CRIMES AND MISCELLANEOUS LAW
ENFORCEMENT PROVISIONS) PROHIBITING THE SALE OR DISTRIBUTION
OF NITROUS OXIDE [Includes determination that the ordinance is not subject to
the California Environmental Quality Act (CEQA) pursuant to CEQA and Sections
15060(c)(2) and 15060(c)(3) of the CEQA Guidelines because it will not result in a
direct or reasonably foreseeable indirect change in the environment and is not a
“project” as defined in Section 15378 of the CEQA Guidelines as well as pursuant
to the “common sense” exemption set forth in CEQA Guidelines Section
15061(b)(3)]
**END OF CONSENT CALENDAR**
MINUTES: At 8:50 P.M., the Business Calendar was considered.
25. Resolutions Supporting California Senate Bills 28 and 38 (Umberg), 569
(Blakespear), and 757 (Richardson)
Department(s): City Manager’s Office
Recommended Action: Adopt the following resolutions in support of state
legislative efforts aligned with the City’s goals of enhancing the quality of life for
residents through community safety, housing stability, and criminal justi ce reform:
1. RESOLUTION NO. 2025-016 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA IN SUPPORT OF CALIFORNIA
SENATE BILLS 28 AND 38 BY SENATOR THOMAS J. UMBERG TO
STRENGTHEN TREATMENT COURT STANDARDS AND REENTRY
OPPORTUNITIES THROUGH THE SECOND CHANCE PROGRAM; and
BUSINESS CALENDAR
City Council 6 – 14 6/17/2025
CITY COUNCIL 15 MAY 20, 2025
2. RESOLUTION NO. 2025-017 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA SUPPORTING CALIFORNIA
SENATE BILL 569 BY SENATOR CATHERINE BLAKESPEAR, THE
HOMELESS ENCAMPMENT COLLABORATION ACT, TO STRENGTHEN
LOCAL COLLABORATION WITH THE DEPARTMENT OF
TRANSPORTATION; and
3. RESOLUTION NO. 2025-018 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA IN SUPPORT OF SENATE BILL 757
BY SENATOR STEVEN RICHARDSON, THE LOCAL GOVERNMENT –
NUISANCE ABATEMENT, TO EXPAND AND STRENGTHEN LOCAL
AUTHORITY AND CONTROL
MINUTES: Councilmember Bacerra requested amending section 1 of Resolution
No. 2025-016 to include a Whereas clause regarding the percentage of support
for Prop. 36 and amending Resolution No. 2025-017 to include language requiring
funding for reimbursement to cities.
Councilmember Lopez thanked Senator Umberg for Senate B ills 28 and 38, and
staff for their responsiveness to Council requests.
MOTION: Councilmember Penaloza moved to approve the recommended
action for Item No. 25, as amended to support California Senate Bills 28 and
38 and include a Whereas clause regarding the percentage of support for
Prop. 36 and supporting California Senate Bill 569 as amended to include
language requiring funding to reimbursement for cities, seconded by
Councilmember Bacerra.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
City Council 6 – 15 6/17/2025
CITY COUNCIL 16 MAY 20, 2025
26. Ordinance Adding Article XII Entitled Disclosure of Certain Enforcement
Actions to Chapter 2 of the Sana Ana Municipal Code Requiring Disclosure of
Federal Election Commission and California Fair Political Practices
Commission Enforcement Actions
Department(s): City Manager’s Office
Recommended Action: Conduct a first reading and adopt an ordinance adding
Article XII entitled Disclosure of Certain Enforcement Actions to Chapter 2 of the
Santa Ana Municipal Code requiring disclosure of Federal Election Commission and
California Fair Political Practices Commission enforcement actions:
ORDINANCE NO. NS-3080 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ADDING ARTICLE XII ENTITLED DISCLOSURE OF
CERTAIN ENFORCEMENT ACTIONS TO CHAPTER 2 OF THE SANTA ANA
MUNICIPAL CODE REQUIRING DISCLOSURE OF FEDERAL ELECTION
COMMISSION AND CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION
ENFORCEMENT ACTIONS FOR CERTAIN LICENSES, PERMITS OR OTHER
ENTITLEMENTS FOR USE
MINUTES: Councilmember Bacerra spoke in support of the item.
Councilmember Phan requested an amendment to section 2-921(a) of the
ordinance to change the word “involving” to “against.”
Councilmember Lopez expressed concern regarding the 10-year requirement
possibly burdening staff to do research and requested an economic development
analysis to determine if it might discourage developer applicants.
Discussion ensued regarding transparency and reporting requirements referenced
in the ordinance.
City Attorney Sonia Carvalho provided clarification regarding the decision to use the
definitions referenced in the Government Code.
Councilmember Phan spoke in favor of continuing to use the definitions as provided
in the Government Code for consistency.
Councilmember Lopez expressed concern with the ordinance language and
expressed support for campaign finance reform.
City Council 6 – 16 6/17/2025
CITY COUNCIL 17 MAY 20, 2025
MOTION: Councilmember Bacerra moved to approve the recommended
action for Item No. 26, as amended to update section 2-921(a) to change the
word “involving” to “against”, seconded by Councilmember Hernandez.
The motion carried, 6-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER PENALOZA,
COUNCILMEMBER PHAN, MAYOR PRO TEM VAZQUEZ,
MAYOR AMEZCUA
COUNCILMEMBER LOPEZ
NONE
NONE
Status: 6 – 1 – Pass
**END OF BUSINESS CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
27. Discuss and Consider Providing Direction to the City Manager to Develop and
Implement a Policy Requiring Immediate Disclosure of All ICE Courtesy
Notifications Received by the Santa Ana Police Department – Councilmember
Hernandez and Mayor Pro Tem Vazquez
MINUTES: Councilmember Hernandez spoke regarding transparency, the city’s
history as a sanctuary city, the legality of the proposed direction, and the 48 -hour
buffer designed to prevent obstruction of investigations with judicial warrants .
Mayor Pro Tem Vazquez spoke regarding transparency and advocating for mutual
grace between police and the public during street encounters.
Mayor Amezcua spoke regarding the letter from Congressman Correa cautioning
not to leak law enforcement sensitive information that may put officers in danger or
obstruct U.S. Immigration and Customs Enforcement (ICE). She requested Police
Chief Rodriguez address this matter and asked regarding the difference between
Department of Homeland Security (DHS) and ICE.
Police Chief Robert Rodriguez spoke regarding SB54 the California Values Act,
public safety, safety of officers, other agencies, and ensuring compliance with both
state and federal law. He clarified the focus of DHS is investigating human
trafficking, drug trafficking, instances of national security, and acts of terrorism.
Councilmember Lopez spoke regarding transparency, looked forward to the legal
review by the City Attorney’s Office of the policy, and spoke in support of the item.
City Council 6 – 17 6/17/2025
CITY COUNCIL 18 MAY 20, 2025
Councilmember Phan asked for clarification regarding the type of information
received when notified from DHS and ICE, specifically whether the type of activity
is enforcement, investigation, or immigration related, and asked whether there is a
risk related to funding, how the current administration is interpreting the term
“interference” with immigration enforcement, whether employees, councilmembers,
and the community could face repercussions for releasing information, whether the
city can protect its employees, and whether there is a need to have a closed session
discussion regarding these risks, including the potential for litigation and its
associated costs.
Mayor Amezcua asked for clarification regarding the definition of a courtesy call,
echoed Councilmember Phan’s comments, and asked whether the City of Santa
Ana would be liable should a City Council member receive information and choose
to release information to the community using their personal devices.
Chief Rodriguez stated a courtesy call is given by the outside agency when they will
be in the area in order to avoid compromising each other’s investigations, and stated
that there is no additional details given on the investigation.
Councilmember Lopez requested a report be provided to Council stating the
number of courtesy calls the Santa Ana Police Department (SAPD) has received
and responded to since 2018.
Councilmember Penaloza asked for clarification regarding the 42 courtesy calls
received related to ICE incidents and asked regarding the criteria for receiving
federal grants, including those received from DHS.
Chief Rodriguez stated, of the 42 courtesy calls, about 15 of them were ICE related.
Councilmember Bacerra echoed Councilmember Phan’s questions and concerns.
Councilmember Hernandez stated the policy would focus on transparency and
communicating information to the public but stated the information would not be
released if there is a warrant attached or the release of information would obstruct
an active investigation.
Councilmember Phan asked whether state law requires the Santa Ana Police
Department or any local police department to comply with a judicial warrant from
ICE or DHS, clarification regarding the information provided to SAPD by other
agencies, and asked regarding other transparency initiatives SAPD has taken
including the publishing of firearm seizures.
Chief Rodriguez clarified that judicial warrants are mandated to make an arrest and
administrative warrants are covered under SB 54. He explained that the firearms
seizures are only published when they are not part of an ongoing investigation and
are usually after the fact that the firearms are seized.
City Attorney Sonia Carvalho confirmed the information would be provided to
Council although no formal policy would be drafted yet.
City Council 6 – 18 6/17/2025
CITY COUNCIL 19 MAY 20, 2025
Mayor Amezcua asked whether any surrounding cities have had similar discussions
regarding the release of information.
Chief Rodriguez stated no other cities have had similar discussions.
City Attorney Carvalho stated the City of Los Angeles has had a similar discussion
with a resolution asking businesses to disclose the information but staff will continue
to do research to gather additional information.
Mayor Amezcua asked regarding an estimated timeline of when staff could come
back with answers and stated updates throughout the process would prove helpful
until staff returns with completed requests.
City Manager Alvaro Nuñez gave an estimate of 45 days but acknowledged the
importance of the item and stated staff would provide it sooner if possib le.
AGENDA ITEM NO. 28 WAS MOVED OUT OF ORDER AND HEARD PRIOR TO THE
CONSENT CALENDAR (see page 6).
CITY MANAGER COMMENTS
MINUTES: Deputy City Manager Sylvia Vazquez thanked Council and the community for
attending the Fun Run where there were over 3,000 participants and invited the
community to join for the Pride flag raising ceremony on Thursday, May 22, 2025 at 9:15
A.M. in front of City Hall and the Memorial Day flag raising ceremony on Monday , May
26, 2025 at 10:00 A.M. at Memorial Park. She announced recreational swimming opens
on June 2, 2025 at El Salvador, Jerome, and Salgado parks and stated the City of Santa
Ana is sponsoring 50 Years of Little Saigon’s Resilience, a free business event, on
Thursday, June 5, 2025 at the Great Wolf Lodge in Garden Grove in collaboration with
the cities of Fountain Valley, Garden Grove, and Westminster.
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board
or commission meeting or any conference, meeting or event attended.
MINUTES: Councilmember Lopez invited the community to participate in a Pride flag-
raising ceremony on May 22, 2025 at 9:00 A.M., thanked all families for their support
and significant sacrifices, and wished everyone a good Memorial Day weekend. She
congratulated all graduating students and thanked their parents, counselors, teachers,
and administrators, and acknowledged the residents and community leaders who were
observing a five-day hunger strike in response to the proposed federal budget.
Councilmember Penaloza invited the community to the second annual Memorial Day
Commemorative Ceremony at Memorial Park on Memorial Day May 26, 2025 at 10:00
A.M. and thanked city staff for their work on this event and for their contributions to the
Santa Ana Fun Run.
WORK STUDY SESSION
City Council 6 – 19 6/17/2025
CITY COUNCIL 20 MAY 20, 2025
Councilmember Phan stated that the Council is committed to upholding the city’s
values, especially during this period of rapid change and turbulent times within the
community and amidst political shifts at both state and federal levels. She extended
gratitude to all who provided public comments , thanked staff for their dedication to
making the city a better place for all residents, and hoped everyone has a restful
Memorial Day weekend.
Councilmember Hernandez thanked staff for preparing a balanced budget and
highlighted Ward 5 new businesses including Beale’s Texas BBQ at 100 S. Main St.
and Los Grandes Originales Restaurant’s new location opening at 3522 W. First St. He
requested the meeting be closed in memory of Frederick Lee Burrell, a longtime Soul
Food restaurant owner in Santa Ana, and expressed condolences to Erika Armenta,
the wife of Noe Rodriguez.
Councilmember Bacerra thanked staff for organizing the Fun Run and for initiatin g
National Public Works Week, stated that he wore a poppy flower pin for the duration of
the meeting to honor Memorial Day, and thanked those who made the ultimate sacrifice
in service to the country. He wished everyone a safe and Happy Memorial Day
weekend, and wished his wife, Wendy, a Happy Birthday.
Mayor Pro Tem Vazquez thanked staff for the Fun Run and organizing K idworks' visit
to City Hall, announced a Heninger Park clean-up, stated he is participating in the
Special Education Parent Community Advisory Committee resource fair benefiting
special needs families in the city, congratulated all graduates, and requested a moment
of silence for communtiy activist Theo Reyes.
Mayor Amezcua thanked all veterans and honored those who gave their lives serving
our country, and thanked everyone who attended the Mother's Day Lunch-in, Coffee
with the Mayor, and the 7th Annual High School Inc. Give Gratitude event. She
announced the upcoming Coffee with the Mayor with Orange County Fire Authority, on
June 14, 2025, at Fire Station 79 and thanked City staff for their presence at the press
release with Senator Blakespear and Assemblywoman Davies. She closed the meeting
in honor of County Sheriff Daniel Chavira and Maria Socorro Sanchez, mother of
Congresswomen Loretta and Linda Sanchez.
ADJOURNMENT – Adjourn the City Council meeting.
MINUTES: Mayor Amezcua adjourned the City Council Meeting in memory of Los
Angeles County Deputy Sheriff Daniel Chavira and Maria Socorro Sanchez at 10:23
P.M.
Respectfully submitted:
___________________________
Jennifer L. Hall, CMC
City Clerk
City Council 6 – 20 6/17/2025
CITY COUNCIL 1 JUNE 3, 2025
DRAFT Minutes of the Regular Meeting
of the City Council City of Santa Ana, California
June 3, 2025
CLOSED SESSION MEETING – 4 :00 P.M.
REGULAR OPEN MEETING – 5:30 P.M.
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
CLOSED SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua called the Closed Session meeting to order at 4:13 P.M.
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra and Phan, Mayor Pro Tem Vazquez, and Mayor Amezcua were
present. Councilmembers Hernandez, Lopez, and Penaloza arrived during Closed Session.
City Council 6 – 21 6/17/2025
CITY COUNCIL 2 JUNE 3, 2025
ADDITIONS\DELETIONS TO CLOSED SESSION
MINUTES: None.
PUBLIC COMMENTS – Members of the public may address the City Council on Closed
Session items.
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments
received: one (1) Closed Session Agenda Item No. 3. There were no in-person or
teleconference speakers.
RECESS – City Council will recess to Closed Session for the purpose of conducting
regular City business.
MINUTES: Mayor Amezcua recessed to consider the Closed Session items at 4:14 P.M.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain
matters without members of the public present. The City Council finds, based on advice
from the City Attorney, that discussion in open session of the following matters will
prejudice the position of the City in existing and anticipated litigation:
1. PUBLIC EMPLOYEE EMPLOYMENT/APPOINTMENT pursuant to Section
54957(b)(1) of the Government Code:
Title: Police Oversight Commission Independent Oversight Director
2. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code
Section 54957.6(a):
Agency Negotiator: Alvaro Nuñez, City Manager
Unrepresented Employee: Police Oversight Commission Independent
Oversight Director
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
RECONVENE – City Council will reconvene to continue regular City business.
City Council 6 – 22 6/17/2025
CITY COUNCIL 3 JUNE 3, 2025
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua reconvened the City Council Meeting to order at 6:11 P.M.
ATTENDANCE Councilmembers
Mayor Pro Tem
Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Benjamin Vazquez
Mayor Valerie Amezcua
City Manager
City Attorney
City Clerk
Alvaro Nuñez
Sonia R. Carvalho
Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra, Hernandez, Lopez, Penaloza, and Phan, Mayor Pro Tem
Vazquez, and Mayor Amezcua were present.
PLEDGE OF ALLEGIANCE Carl Benninger
WORDS OF INSPIRATION Pastor Nati Alvarado
ADDITIONS\DELETIONS TO THE AGENDA
MINUTES: None.
CEREMONIAL PRESENTATIONS
1. Certificates of Recognition presented by Mayor Amezcua recognizing Lynn
Nguyen and Alexander Magdaleno for Outstanding Academic
Accomplishments
MINUTES: Mayor Amezcua presented certificates of recognition to Lynn Nguyen
and Alexander Magdaleno for outstanding academic accomplishments.
2. Proclamation presented by Councilmember Lopez to The Alzheimer’s
Association declaring June 2025 as Alzheimer’s and Brain Awareness Month
MINUTES: Councilmember Lopez presented a proclamation to The Alzheimer’s
Association declaring June 2025 as Alzheimer’s and Brain Awareness Month.
City Council 6 – 23 6/17/2025
CITY COUNCIL 4 JUNE 3, 2025
3. Certificate of Recognition presented by Councilmember Phan recognizing
Jay Taj for Outstanding Contributions to the Community
MINUTES: Councilmember Phan presented a certificate of recognition to Jay Taj
for outstanding contributions to the community.
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed
Session.
MINUTES: City Attorney Sonia Carvalho stated there was no reportable action.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting
for ALL comments on agenda and nonagenda items.
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments
received: three (3) Agenda Item No. 7, one (1) Agenda Item No. 19, and (12) non-
agenda comments.
The following speakers addressed City Council in-person:
1. Heidi Landgraf expressed concern regarding AB 84.
2. Ilya Tseglin spoke regarding drug cartels.
3. Sue Palik spoke regarding the need for the Santa Ana Police Athletic and Activity
League (SAPAAL) in communities.
4. Windi Eklund expressed concern regarding AB 84 and requested the Council adopt
a resolution opposing the bill.
5. Ronna Yelin expressed concern regarding AB 84 and requested the Council adopt
a resolution opposing the bill.
6. Emilio Ramirez spoke in opposition to Item No. 20.
7. Abraham Quintana requested the City Council direct the Personnel Board and the
Police Oversight Commission to investigate Police Officers involved in the Noe
Rodriguez incident.
8. Rain Mendoza spoke regarding the Police Officers Association letter to the City
Council regarding Community Service Organization (CSO), and requested the City
Council direct the Personnel Board and the Police Oversight Commission investigate
Police Officers involved in the Noe Rodriguez incident.
9. Erika Armenta (translation: Spanish) spoke regarding her husband Noe Rodriguez’s
incident and requested all video footage related to the incident and that the officers
be reprimanded for their actions.
City Council 6 – 24 6/17/2025
CITY COUNCIL 5 JUNE 3, 2025
10. David Pulido requested the City Council direct the Personnel Board and the Police
Oversight Commission to investigate Police Officers involved in the Noe Rodriguez
incident.
11. Ryan Murillo, with the Service Employees International Union (SEIU), spoke
regarding Item No. 25, the vacancy report, and how vacancies can have a
detrimental impact on the City and its employees.
12. Wendy Rodriguez (translation: Spanish) requested justice for Noe Rodriguez’s
family and spoke regarding his incident.
13. Emma Gottfried requested justice for Noe Rodriguez and requested the City Council
direct the Personnel Board and the Police Oversight Commission to investigate
Police Officers involved in the Noe Rodriguez incident.
14. Carl Benninger announced ComLink’s awards night on June 26, 2025.
The following speaker addressed City Council via teleconference:
15. Patricia DeSantos expressed concern regarding trust between residents and the City
Council regarding the City budget.
RECOMMENDED ACTION: Approve staff recommendations on the following
Consent Calendar Items: 4 through 22 and waive reading of all resolutions and
ordinances.
MINUTES: At 7:15 P.M., the Consent Calendar was considered.
Councilmember Lopez announced a “No” vote on Agenda Item Nos. 20 and 22.
Councilmember Phan recused herself from Agenda Item No. 19 as the listed entity, City
Ventures Homebuilding, LLC, is a client of her employer, Rutan and Tucker.
MOTION: Councilmember Bacerra moved to approve Consent Calendar Item Nos.
4 through 22, seconded by Mayor Amezcua.
The motion carried, 6001, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
COUNCILMEMBER HERNANDEZ
Status: 6 – 0 – 0 – 1 – Pass
CONSENT CALENDAR
City Council 6 – 25 6/17/2025
CITY COUNCIL 6 JUNE 3, 2025
4. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
5. Minutes from the Special Meeting of May 15, 2025
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
6. Minutes from the Special Meetings of the Community Development
Commission on October 14, 2024, November 13, 2024, and December 13,
2024; the Regular Meeting of the Workforce Development Board on January
16, 2025; the Regular Meeting of the Workforce Development Board Youth
Council on February 13, 2025; the Regular Meeting of the Arts and Culture
Commission on February 20, 2025; the Regular Meetings of the Rental
Housing Board on February 19, 2025 and March 19, 2025, and the Regular
Meetings of the Police Oversight Commission on March 13, 2025 and April 10,
2025
Department(s): City Clerk’s Office
Recommended Action: Receive and file.
7. Public Meeting Regarding Renewing the Santa Ana Tourism Marketing
District (SATMD)
Legal notice published in the OC Reporter on May 16, 2025.
Department(s): Community Development Agency
Recommended Action: Hear public testimony regarding the proposed renewal of
the SATMD, pursuant to the Property and Business Improvement District Law of
1994, Streets and Highways Code section 36600 et seq. No Council Action
required.
8. Federal Funding Update
Department(s): City Manager’s Office
Recommended Action: Receive and file.
City Council 6 – 26 6/17/2025
CITY COUNCIL 7 JUNE 3, 2025
9. Approve the Recognition of $53,513 of Revenue for Certain Unclaimed Monies
from Various City Funds (General Fund)
Department(s): Finance and Management Services
Recommended Action: Approve the recognition of $53,513 of revenue in the
General Fund for certain unclaimed deposits, as allowed by state law.
10. Fiscal Year 2024-25 Third Quarter Budget Report and Proposed Appropriation
Adjustments
Department(s): Finance and Management Services
Recommended Action:
1. Receive and file the Fiscal Year 202425 Third Quarter Budget Update.
2. Approve the recommended appropriation adjustments. (Requires five
affirmative votes)
11. Agreement with Siemens Industry, Inc. for Installation of a Security Camera
System at the Delhi Library Branch (General Fund)
Department(s): Library
Recommended Action: Authorize the City Manager to execute an Agreement with
Siemens Industry, Inc. in the amount of $64,603 to provide, install, and program a
security camera system at the Delhi Library Branch, for a term expiring October 31,
2025 (Agreement No. A-2025-078).
12. Facility Use Agreement Amendment with Santiago Park Archers for the Use
of the Archery Range at Santiago Park
Department(s): Parks, Recreation, and Community Services
Recommended Action: Authorize the City Manager to execute a Facility Use
Agreement with Santiago Park Archers to reflect an annual rate of $1,040, payable
to the City on the first of the month following execution of this agreement, for use of
the Santiago Park Archery Range for a fiveyear term beginning June 5, 2025
through June 4, 2030, with the option to extend up to two (2), one (1) year periods
(Agreement No. A-2025-079).
City Council 6 – 27 6/17/2025
CITY COUNCIL 8 JUNE 3, 2025
13. Agreement with Act I Group, Inc. DBA Advanced Technology Information
Management Systems for Jail Management System Maintenance (General
Fund & Non-General Fund)
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute an agreement with
Advanced Technology Information Management Systems for jail management
system software maintenance and customer support in a total amount not to exceed
$523,915 for a term beginning June 3, 2025 through December 18, 2027, including
two optional oneyear extensions and a contingency amount (Agreement A-2025-
080).
14. First Amendment to Agreement with LAZ Parking California LLC to Continue
Providing Parking Enforcement Services
Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first
amendment to the agreement with LAZ Parking California LLC to continue providing
parking enforcement services with amended scope for an additional oneyear term
from July 1, 2025 through June 30, 2026 and increase the contract amount by
$1,010,855 covering the additional one year of service for a total aggregate amount
not to exceed $2,887,743 (Agreement No. A-2025-081).
15. Service Agreement with Pacific Coast Elevator Corporation DBA Amtech
Elevator Services for Elevator Maintenance and Repair Services (General
Fund & Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Approve an agreement with Pacific Coast Elevator DBA
Amtech Elevator Services to provide elevator maintenance and repair services in
an amount not to exceed $2,101,605 for the term beginning July 1, 2025 and
expiring June 30, 2028, with provisions for one, twoyear period (Agreement No.
A-2025-082).
16. Agreement with Landscape West Management Services, Inc. for Median and
Right of Way Landscaping Maintenance Services (Specification No. 25-058)
(General Fund & Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Approve an agreement with Landscape West
Management Services, Inc. for Median and Right of Way Landscaping Maintenance
Services in an amount not to exceed $9,370,000 for a threeyear term beginning
July 1, 2025 and expiring June 30, 2028, with provisions for two, oneyear renewal
options (Agreement No. A-2025-083).
City Council 6 – 28 6/17/2025
CITY COUNCIL 9 JUNE 3, 2025
17. Agreement with Arcadis U.S., Inc. to Implement the McFadden Avenue Transit
Signal Priority Pilot Project (No. 25-6031) (Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Approve an agreement with Arcadis U.S., Inc. to
implement the McFadden Avenue Transit Signal Priority Pilot Project for an amount
not to exceed $1,107,502, for a term beginning June 3, 2025 and ending June 2,
2027, with provisions for two oneyear extensions (Agreement No. A-2025-084).
18. Resolution Approving the City’s Annual Statement of Investment Policy 2025-
2026; Annual Statement of Investment Policy 2025-2026
Department(s): Finance and Management Services
Recommended Action:
1. Adopt a Resolution approving the City’s 20252026 Investment Policy.
RESOLUTION NO. 2025-019 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROVING THE CITY’S
STATEMENT OF INVESTMENT POLICY 20252026
2. Receive and file the Annual Statement of Investment Policy 20252026.
19. Density Bonus Agreement No. 2025-02 to Facilitate the Construction of a
Residential Development Consisting of Thirty-Six (36) Attached For-Sale
Townhomes, Which Includes Four (4) Units Designated as Affordable to
Moderate Income Households, at 125 and 205 South Harbor Boulevard
Department(s): Planning and Building Agency, Community Development Agency
Recommended Action:
1. Adopt a resolution approving Density Bonus Agreement No. 202502; and
RESOLUTION NO. 2025-020 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROVING DENSITY BONUS
AGREEMENT NO. 202502 TO ALLOW A THIRTYSIX UNIT SINGLEFAMILY
ATTACHED TOWNHOME DEVELOPMENT FOR THE PROPERTY LOCATED
AT 125 AND 205 SOUTH HARBOR BOULEVARD (APN: 14431115 & 144
31114)
2. Determine that, pursuant to the California Environmental Quality Act (CEQA)
and the CEQA Guidelines, the recommended action is exempt from further
review under Section 15195 (Residential Infill Exemption), as this project meets
all the threshold criteria set forth in Section 15192 (Threshold Requirements for
Exemption); and
City Council 6 – 29 6/17/2025
CITY COUNCIL 10 JUNE 3, 2025
3. Approve a Density Bonus Agreement with 205 S Harbor Plaza, LLC, for a 55
year term, for a forsale residential development consisting of thirtysix (36)
attached forsale townhomes, which includes four (4) units designated as
affordable to moderateincome households at 125 and 205 S. Harbor Boulevard
(Agreement No. A-2025-085).
MINUTES: Councilmember Phan recused herself from Agenda Item No. 19 as the
listed entity, City Ventures Homebuilding, LLC, is a client of her employer, Rutan
and Tucker.
MOTION: Councilmember Bacerra moved to approve the recommended
action for Item No. 19 as part of the Consent Calendar, seconded by Mayor
Amezcua.
The motion carried, 6011, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBNER PHAN (recusal)
COUNCILMEMBER HERNANDEZ
Status: 6 – 0 – 1 – 1 – Pass
20. Resolution to Maintain Measure M2 Funding Eligibility
Department(s): Public Works Agency
Recommended Action: Adopt a resolution affirming consistency between the
City’s Mobility Element and the Orange County Master Plan of Arterial Highways
(MPAH), concurring with the existing Transportation System Improvement Area fee
program per Orange County Transportation Authority (OCTA) 202526 Measure M2
eligibility requirements.
RESOLUTION NO. 2025-021 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA CONCERNING THE STATUS AND UPDATE OF
THE MOBILITY ELEMENT, AND MITIGATION FEE PROGRAM FOR THE
MEASURE M (M2) PROGRAM
City Council 6 – 30 6/17/2025
CITY COUNCIL 11 JUNE 3, 2025
MOTION: Councilmember Bacerra moved to approve the recommended
action for Item No. 20 as part of the Consent Calendar, seconded by Mayor
Amezcua.
The motion carried, 5101, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
PENALOZA, COUNCILMEMBER PHAN, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
COUNCILMEMBER LOPEZ
NONE
COUNCILMEMBER HERNANDEZ
Status: 5 – 1 – 0 – 1 – Pass
21. Resolution to Maintain Eligibility for the Fiscal Year 2025-26 Senate Bill 1
Local Streets and Roads, Road Repair and Accountability Act Funding
Program (Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Adopt a resolution affirming the Fiscal Year 202526
Senate Bill 1 projects list and anticipated Road Maintenance and Rehabilitation
Account funding in the amount of $8,154,314, to be submitted to the California
Transportation Commission for budgeting the Fiscal Year 202526 Capital
Improvement Program and maintaining eligibility for Road Repair and Accountability
Act funding.
RESOLUTION NO. 2025-022 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA ADOPTING A LIST OF PROJECTS TO BE
FUNDED BY FISCAL YEAR 202526 FUNDED BY SB 1: THE ROAD REPAIR AND
ACCOUNTABILITY ACT OF 2017
22. Second Reading and Adoption - Ordinance Adding Article XII Entitled
Disclosure of Certain Enforcement Actions to Chapter 2 of the Santa Ana
Municipal Code Requiring Disclosure of Federal Election Commission and
California Fair Political Practices Commission Enforcement Actions
First reading conducted at the May 20, 2025 City Council meeting and approved by
vote of 61. Legal notice published in the OC Reporter on May 23, 2025.
Department(s): City Manager’s Office
Recommended Action: Conduct a second reading and adopt an Ordinance
adding Article XII entitled Disclosure of Certain Enforcement Actions to Chapter 2
of the Santa Ana Municipal Code requiring disclosure of Federal Election
Commission and California Fair Political Practices Commission enforcement
actions:
City Council 6 – 31 6/17/2025
CITY COUNCIL 12 JUNE 3, 2025
ORDINANCE NO. NS-3080 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ADDING ARTICLE XII ENTITLED DISCLOSURE OF
CERTAIN ENFORCEMENT ACTIONS TO CHAPTER 2 OF THE SANTA ANA
MUNICIPAL CODE REQUIRING DISCLOSURE OF FEDERAL ELECTION
COMMISSION AND CALIFORNIA FAIR POLITICAL PRACTICES COMMISSION
ENFORCEMENT ACTIONS FOR CERTAIN LICENCES, PERMITS OR OTHER
ENTITLEMENTS FOR USE
MOTION: Councilmember Bacerra moved to approve the recommended
action for Item No. 22 as part of the Consent Calendar, seconded by Mayor
Amezcua.
The motion carried, 5101, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
PENALOZA, COUNCILMEMBER PHAN, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
COUNCILMEMBER LOPEZ
NONE
COUNCILMEMBER HERNANDEZ
Status: 5 – 1 – 0 – 1 – Pass
**END OF CONSENT CALENDAR**
MINUTES: At 7:17 P.M., the Public Hearings were considered.
23. Public Hearing – Approve the Fiscal Year 2025-29 Five-Year Consolidated
Plan, Fiscal Year 2025-26 Annual Action Plan and Budgets for the Community
Development Block Grant, HOME Investment Partnerships Grant, and
Emergency Solutions Grant for Submission to the U.S. Department of
Housing and Urban Development; and Receive and File the Fiscal Year 2025-
29 Regional Assessment of Fair Housing.
Published in the OC Register, La Opinion, and Nguoi Viet on April 28, 2025.
Department(s): Community Development Agency
Recommended Action:
1. Approve the Fiscal Year 202529 FiveYear Consolidated Plan and Fiscal Year
202526 Annual Action Plan for submission to the U.S. Department of Housing
and Urban Development.
2. Approve the Fiscal Year 202526 budgets for the Community Development
Block Grant Program in the total amount of $4,366,478, HOME Investment
Partnerships grant in the amount of $1,159,062, and Emergency Solutions Grant
in the amount of $377,330.
PUBLIC HEARINGS
City Council 6 – 32 6/17/2025
CITY COUNCIL 13 JUNE 3, 2025
3. Authorize the City Manager to prepare and approve funding agreements and/or
memorandums of understanding with various city departments and nonprofit
public service providers awarded funds as part of the approved budget for the
Community Development Block Grant program and the Emergency Solutions
Grant program for a term beginning July 1, 2025 through June 30, 2026.
4. Receive and file the Fiscal Year 202529 Regional Assessment of Fair Housing.
MINUTES: Mayor Amezcua opened the Public Hearing at 7:18 P.M.
City Clerk Jennifer L. Hall stated there were no comments.
Mayor Amezcua closed the Public Hearing at 7:19 P.M.
MOTION: Mayor Amezcua moved to approve the recommended action for
Public Hearing Item No. 23, seconded by Mayor Pro Tem Vazquez.
The motion carried, 5002, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
PENALOZA, COUNCILMEMBER PHAN, MAYOR PRO
TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
COUNCILMEMBER HERNANDEZ, COUNCILMEMBER
LOPEZ
Status: 5 – 0 – 0 – 2 – Pass
24. Public Hearing - Resolution to Make Findings and Adopt Addendum to the
Transit Zoning Code Environmental Impact Report (State Clearinghouse
Number No. 2006071100), Zoning Ordinance Amendment (ZOA) No. 2024-02
and Amendment Application (AA) No. 2024-03 Amending Certain Sections of
Article XIX (The Transit Zoning Code, Specific Development No. 84) of
Chapter 41 (Zoning) of the Santa Ana Municipal Code (SAMC) Addressing
Industrial Land Uses, Nonconformities, and Operating Standards, and
Amending the City of Santa Ana Zoning Map to Remove the Light Industrial
(M1) and Heavy Industrial (M2) Suffixes from Certain Properties Within the
SD-84 District Boundary
Legal notice published in the OC Reporter on March 21, 2025 and mailed on same
day; Public Hearing continued from April 1, 2025 City Council meeting and notice
was posted on April 2, 2025; Continued public hearing was recontinued from the
May 6, 2025 City Council meeting and notice was posted on May 7, 2025.
Department(s): Planning and Building Agency
City Council 6 – 33 6/17/2025
CITY COUNCIL 14 JUNE 3, 2025
Recommended Action:
1. Adopt a resolution to make findings pursuant to Public Resources Code and to
adopt the Addendum to the Transit Zoning Code Environmental Impact Report
(State Clearinghouse Number No. 2006071100). Pursuant to the California
Environment Quality Act (CEQA), and based on independent review and
analysis, and the administrative record as a whole, that, in exercising its
independent judgement, amend TZC SD84 Final EIR with an addendum that
the City Council find that pursuant to CEQA Guidelines Section 15162, no
subsequent Environmental Impact Report (EIR) is required for the adoption of
the proposed Ordinances; and pursuant to CEQA Guidelines Section 15164, an
addendum to the Transit Zoning Code EIR was accordingly prepared.
RESOLUTION NO. 2025-023 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA TO MAKE FINDINGS PURSUANT
TO PUBLIC RESOURCES CODE SECTION 21166 AND TO ADOPT THE
ADDENDUM TO THE TRANSIT ZONING CODE ENVIRONMENTAL IMPACT
REPORT (STATE CLEARINGHOUSE NUMBER NO. 2006071100)
2. Adopt an ordinance to approve Zoning Ordinance Amendment (ZOA) No. 2024
02 amending certain sections of Article XIX (The Transit Zoning Code, Specific
Development No. 84 (SD84)) of Chapter 41 (Zoning) of the Santa Ana
Municipal Code including amendments to the regulations, overlay districts and
maps in the zoning district; modifying the authorized land uses and permit types;
establishing revised nonconforming use regulations, including the addition of
an amortization/termination of use process and adding operational standards for
certain permitted and nonconforming uses.
ORDINANCE NO. NS-3081 entitled AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE
AMENDMENT NO. 202402, AMENDING CERTAIN SECTIONS OF
CHAPTER 41 (ZONING) OF ARTICLE XIX OF THE SANTA ANA MUNICIPAL
CODE RELATED TO THE REGULATIONS, OVERLAY DISTRICTS AND
MAPS IN THE TRANSIT ZONING CODE/SPECIFIC DEVELOPMENT (SD)
NO. 84 ZONING DISTRICT; MODIFYING THE AUTHORIZED LAND USES
AND PERMIT TYPES; ESTABLISHING REVISED NONCONFORMING USE
REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING
OPERATIONAL STANDARDS FOR CERTAIN PERMITTED AND
NONCONFORMING USES
3. Adopt an ordinance to approve Amendment Application (AA) No. 202403
amending the zoning by removing the M1 (Light Industrial) and M2 (Heavy
Industrial) suffixes from certain properties within the SD84 zoning district
boundary as designated on the City of Santa Ana Zoning Map.
City Council 6 – 34 6/17/2025
CITY COUNCIL 15 JUNE 3, 2025
ORDINANCE NO. NS-3082 entitled AMENDMENT APPLICATION (AA) NO.
202403 – AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA
ANA AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA
BY REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY
INDUSTRIAL) SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD84
ZONING DISTRICT BOUNDARY
MINUTES: Councilmember Phan announced her recusal as her employer, Rutan
and Tucker, has clients in the noticed area and left the dais at 7:20 P.M.
Mayor Amezcua opened the Public Hearing at 7:20 P.M.
City Clerk Jennifer L. Hall stated there were five (5) e-comments received and
announced speakers would have two minutes to provide their comments.
The following individuals addressed City Council in-person:
1. Robert Adams thanked staff for their hard work and efforts on the ordinance and
answering questions and requested City Council vote “No” on recommended
action nos. two and three.
2. Ilya Tseglin spoke regarding financing the illegal drug trades and his son.
3. Michael Payton spoke in support of the item and future amendments.
4. Mihran Toumajan requested City Council vote “No” on recommended action
nos. two and three.
5. Jason Rush spoke in opposition to the item.
6. Jack Hogan spoke in opposition to the item.
7. Dan Domonoske spoke regarding compliance and looked forward to working
collaboratively with the City.
8. Charlie Winn spoke in opposition to the item.
9. Michael Andrade spoke in support of the item.
10. Joe Andrade spoke in support of the item.
City Council 6 – 35 6/17/2025
CITY COUNCIL 16 JUNE 3, 2025
11. Mike Tardif spoke regarding the mislabeling of noxious businesses and the need
for a balanced approach.
12. Kelly Kraus-Lee requested the M1 and M2 overlay be removed.
13. Jack Haley spoke in opposition to the removal of the overlay and spoke in
opposition to the item.
The following individual addressed City Council via teleconference:
14. Resident spoke in support of the item.
Mayor Amezcua closed the Public Hearing at 7:50 P.M.
Councilmember Hernandez spoke about the residents’ concerns regarding public
safety, pollution, and noise concerns and spoke in support of the item.
Councilmember Bacerra spoke regarding the Logan and Lacy neighborhood,
residents’ concerns, and proposed the following amendments:
• Section 5 change “SAMC section 41-2002 subsection a subsections 8a-8d
replace the word “nonconforming” with “noxious,” where appropriate.
• Section 5 41-2002 (a7) subsection 2 add the word “determined” before the
word “violation.”
• Section 9 41-2007 (g): strike “UN-2”.
• Section 11 a (4), strike: “or lapses in business license renewal”.
• Section 11 41-2009 and changing it to 41-2008 (m).
Acting Planning and Building Executive Director Ali Pezeshkpour provided a brief
summary of Councilmember Bacerra’s proposed amendments.
Mayor Amezcua asked for clarification regarding the proposed amendments and
addressing the residents’ concerns.
Acting Director Pezeshkpour reported that the proposed ordinance and
amendments would address the residents’ concerns.
Councilmember Lopez thanked staff for all of their hard work on the item. She
requested staff address versions of the item, summarize the evolution of the item,
whether the proposed ordinance would be constitute a “taking”, and requested staff
define “noxious” and the change in amortization.
City Council 6 – 36 6/17/2025
CITY COUNCIL 17 JUNE 3, 2025
Acting Director Pezeshkpour spoke regarding the evolution of the item, using
amortization as a tool, the difference between nonconforming vs. noxious, and the
proposed operating standards.
City Manager Alvaro Nuñez stated that prohibiting idling vehicles would allow the
Police Department and Code Enforcement to enforce any violations.
Councilmember Lopez inquired about carve outs in the proposed ordinance.
City Manager Nuñez clarified that there are carve outs within the ordinance,
however they must be within the parameters of what is considered noxious use.
City Attorney Sonia Carvalho referenced an analysis of them item prepared by her
office for the Council and stated that Councilmember Bacerra’s proposed
amendments address some of the key issues, including the amortization of current
land use and possible challenges.
Mayor Amezcua spoke regarding voting history of the item, amortization, and
inquired about the specialized counsel staff collaborated with on the item.
Councilmember Bacerra inquired whether the proposed ordinance would address
the environmental impacts of businesses such as open air recycling centers in the
area, and expressed frustration at what he believes was a disconnect between City
Attorney staff and the Council.
City Attorney Carvalho addressed Councilmember Bacerra’s concerns.
Assistant City Manager Minh Thai stated that while the proposed ordinance does
address residents’ concerns, it also addresses the business’s concerns in a way
that staff deems equitable and noted that it will be a long process.
MOTION: Councilmember Hernandez moved to approve the recommended
action for Public Hearing Item No. 24, with the following five amendments:
• Section 5 SAMC 41-2002 Subsection 7 (2) to state “determined to be
in violation”
• Section 5 SAMC 41-2002 Subsection 8 changing “nonconforming
uses” to “noxious uses” and additional relative instances of the
same term
• Section 9 SAMC Section 41-2007 subsection (g), to remove UN-2
• Section 11 to move SAMC Section 41-2009 to 41-2008 subsection
(m)
• Section 11 SAMC Subsection 4 to remove “lapses in business
license renewal,” seconded by Mayor Amezcua.
City Council 6 – 37 6/17/2025
CITY COUNCIL 18 JUNE 3, 2025
The motion carried, 601, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
MINUTES: Councilmember Phan returned to the dais at 8:38 P.M.
25. Public Hearing to Consider an Ordinance to Adopt the Fiscal Year 2025-26
Budget, Approve a Resolution for Changes to the City’s Basic Classification
and Compensation Plan Budget, Changes to the Executive Management
Team’s Classification and Compensation Plan, Adopt the Uniform Schedule
of Miscellaneous Fees, Adopt the Seven-Year Capital Improvement Program,
and the City’s Annual Update to Comply with AB2561
Legal notice published in the OC Reporter on May 22 and May 28, 2025.
Department(s): Finance and Management Services
Recommended Action:
1. Approve the introduction and first reading of an Ordinance to adopt the budget
for Fiscal Year 202526 (FY2526), which begins on July 1, 2025 and ends on
June 30, 2026. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO. NS-3083 entitled AN
UNCODIFIED ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA
ANA APPROPRIATING MONIES TO THE SEVERAL OFFICES, AGENCIES,
AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR BUDGET PERIOD
COMMENCING JULY 1, 2025
2. Adopt a Resolution to effect certain changes to the City’s basic classification and
compensation plan, such as addition of new classification titles.
RESOLUTION NO. 2025-024 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA TO EFFECT CERTAIN CHANGES
TO THE CITY’S CLASSIFICATION AND COMPENSATION PLAN
3. Adopt a Resolution to effect certain changes to the City’s Classification and
Compensation Plan for the Executive Management Classification.
RESOLUTION NO. 2025-025 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA AMENDING RESOLUTION NO.
2024001 TO EFFECT CERTAIN CHANGES TO THE CITY’S
CLASSIFICATION AND COMPENSATION PLAN FOR THE EXECUTIVE
MANAGEMENT CLASSIFICATION
City Council 6 – 38 6/17/2025
CITY COUNCIL 19 JUNE 3, 2025
4. Adopt a resolution establishing a Uniform Schedule of Miscellaneous Fees for
Fiscal Year 202526.
RESOLUTION NO. 2025-026 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA ESTABLISHING A UNIFORM
SCHEDULE OF MISCELLANEOUS FEES FOR FISCAL YEAR 202526
5. Adopt the SevenYear Capital Improvement Program (CIP) beginning FY2526
through FY3132, as required by the Orange County Transportation Authority
(OCTA) for Measure M2 eligibility.
6. Deposit $1,000,000 into the Section 115 Pension Trust Fund as part of the City’s
Pension Debt Strategy.
MINUTES: Mayor Amezcua recessed the City Council meeting for a break at
8:39 P.M.
Mayor Amezcua reconvened the City Council meeting to order at 8:49 P.M.
Acting Executive Director of Finance and Management Services Alex Trinidad
provided a presentation regarding the Fiscal Year 2025-26 Budget.
Mayor Pro Tem Vazquez thanked staff for the proposed budget and spoke in
support of the item.
Councilmember Lopez thanked staff and residents for their hard work and
requests and spoke in support of the item.
Councilmember Penaloza spoke in support of the item.
Councilmember Phan thanked staff for their hard work and spoke in support of
the budget.
Councilmember Bacerra thanked staff for their hard work and spoke regarding
the budget.
Councilmember Hernandez thanked staff for their hard work and spoke in
support of the proposed budget.
Mayor Amezcua thanked staff for their hard work and efforts and spoke in
support of the proposed budget.
Mayor Amezcua opened the Public Hearing at 9:14 P.M.
City Council 6 – 39 6/17/2025
CITY COUNCIL 20 JUNE 3, 2025
City Clerk Jennifer L. Hall stated there were three (3) e-comments received.
The following individual addressed City Council in-person:
1. Emilio Ramirez spoke in opposition to the funding of the widening of arterial
roads.
Mayor Amezcua closed the Public Hearing at 9:17 P.M.
Councilmember Bacerra spoke regarding the widening of streets.
MOTION: Councilmember Penaloza moved to approve the recommended
action for Public Hearing Item No. 25, seconded by Mayor Amezcua.
The motion carried, 70, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
**END OF PUBLIC HEARINGS**
CITY MANAGER COMMENTS
MINUTES: City Manager Alvaro Nuñez thanked Council for the approval of the budget
and spoke regarding the budget. He announced, in partnership with the cities of Garden
Grove, Westminster, and Fountain Valley, the sponsorship of the 50 Years of Little
Saigon’s Resilience on June 5, 2025 at the Great Wolf Lodge, announced extended hours
at the Zoo, encouraged submission of applications from local business and organizations
to participate in City events, and stated Saturday, June 7-9, 2025 is garage sale weekend.
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for
members of the Council to provide a brief oral report on attendance of any regional board
or commission meeting or any conference, meeting or event attended.
MINUTES: Mayor Pro Tem Vazquez congratulated the residents of the Logan and Lacy
Neighborhood, stated he looks forward to Movies at the Park, and announced Santa
Ana Unified School District (SAUSD) from June to July will provide lunch and breakfast
to students.
City Council 6 – 40 6/17/2025
CITY COUNCIL 21 JUNE 3, 2025
Councilmember Lopez invited the community to attend Movies at the Park at Santiago
Park on June 13, 2025 at 6:30 P.M., announced the ground breaking for the Bristol-
Tolliver Street Urban Greening Project on June 16, 2025 at 4:00 P.M. and summer park
clean-up, and congratulated the graduating class of 2025.
Councilmember Penaloza thanked staff for the Memorial Day event at Memorial Park
and invited all to attend Movies at the Park at Memorial Park on July 18, 2025.
Councilmember Phan expressed excitement to speak on the panel at the Little Saigon
Community, announced her attendance at the Annual Nicholas Academy Center
graduation celebration on Friday, June 6, 2025 honoring the class of 2025, and
congratulated the graduating class of 2025.
Councilmember Bacerra congratulated the class of 2025, announced his office hours
on Saturday June 21, 2025 at 10:00 A.M. at Sandpointe Park and Orange County Fire
Authority (OCFA) Water Safety Fire Pop-Up Event on June 4, 2025 at 3:00 P.M. at Fire
Station 76, and wished all a Happy Philippine Independence Day.
Councilmember Hernandez invited the community to attend Movies at the Park at El
Salvador Park on June 6, 2025, announced a free housing expo at Santa Ana College
on Saturday, June 7, 2025 from 9:00 A.M. to 12:00 P.M. and a Juneteenth event on
June 14, 2025 at Centennial Park, encouraged individuals to sign up their vehicles for
the Chicano Heritage Festival, and closed in memory of Native American leader
Jonathan Joss. He left the meeting at 9:33 P.M.
Mayor Amezcua announced the new SantaApp is now out, congratulated the
graduating class of 2025, wished all the fathers a Happy Father’s Day and a Happy
Birthday to Claudia Perez, spoke regarding the ribbon-cutting ceremony of Project
Kinship and tour of the new location, Memorial Day Services, and her QOLT team
experience; announced butterflies are back the Zoo and encouraged all to visit;
announced the State of the City on June 26, 2025 and Coffee with the Mayor on June
14, 2025 at OCFA Fire Station 79; and closed in memory of Baldwin Park Police Officer
Samuel Riveras.
ADJOURNMENT – Adjourn the City Council meeting.
MINUTES: Mayor Amezcua adjourned the City Council Meeting at 9:48 P.M. in memory
of Baldwin Police Officer Samuel Riveras.
Respectfully submitted:
___________________________
Jennifer L. Hall, CMC
City Clerk
City Council 6 – 41 6/17/2025
Community Development Agency
www.santa-ana.org/cd
Item # 10
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 1, 2025
TOPIC: Destruction of Obsolete City Records
AGENDA TITLE
Approve Destruction of Obsolete City Records
RECOMMENDED ACTION
Approve the destruction of obsolete records from the Community Development Agency,
Planning and Building Agency, City Attorney’s Office, and the Police Department in
accordance with the retention schedule outlined in City Council Resolution 2013-014.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION0
On April 1, 2013, the City Council approved Resolution 2013-014 (Exhibit 1),
establishing the Citywide Records Retention Schedule ("Schedule") for all City
Agencies, Departments, and Offices. The Schedule, modeled after the California
Secretary of State’s guidelines, complies with the California Government Code and
statutory requirements applicable to Santa Ana. It outlines minimum retention periods
for City records and authorizes the respective department head the discretion to keep
records beyond those periods.
In accordance with Section 5.B of the Resolution and the Santa Ana Municipal Code,
the City Attorney must approve the destruction of City records. The City Attorney’s
Office has reviewed and approved the destruction of obsolete records submitted by the
following departments:
•Community Development Agency
•Planning and Building Agency
•City Attorney’s Office
•Police Department
Memorandums from each department, detailing the records proposed for destruction,
are attached as Exhibits 2-5.
City Council 10 – 1 6/17/2025
Destruction of Obsolete City Records
July 1, 2025
Page 2
5
1
0
0
The destruction of these records relieve the City of its current storage of outdated
records. This action supports efficient records management and helps alleviate storage
demands across departments.
FISCAL IMPACT
There is no fiscal impact associated with this item.
EXHIBIT(S)
1.City Council Resolution 2013-014
2. Request for Destruction of Records – Community Development Agency
3. Request for Destruction of Records – Planning and Building Agency
4. Request for Destruction of Records – City Attorney's Office
5. Request for Destruction of Records – Police Department
Submitted By: Michael L. Garcia, Executive Director of Community Development
Agency; Ali Pezeshkpour, AICP, Acting Executive Director, Planning and Building
Agency; Sonia R. Carvalho, City Attorney; Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 10 – 2 6/17/2025
MEMORANDUM
To:
From:
Sonia Carvalho
City Attorney
Michael L. Garcia
Community Development Executive Director
Date: February 7, 2025
Subject: Request For Destruction Of Records
The Community Development Agency requests your consent to destroy the city
records listed on the attached listing in accordance with the retention schedule
outlined in City Council Resolution 2013-014.
EXHIBIT 2
City Council 10 – 3 6/17/2025
RECORD
CATEGORY
Economic
Development
Economic
Development
Economic
Development
Housing
Housing
Housing
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
COMMUNITY DEVELOPMENT AGENCY
March 2025
RECORD RECORD START RECORD RECORD SERIES DATE/RETENTION DESCRIPTION PERIOD PERIOD
Workforce
Investment WDB Procurements 6 years PY 2011-2016
Board (WIB)
Federal WDB Administration Reports Empowerment & Monitoring 5 years PY 2008-2017
Zone Grant
WIA Participant
Workforce WIOA Participant PY 2012-Investment SSA Participant 6 years PY 2017 Board (WIB) Files
CDBG Loans Paid-Off, CalHome
Rehab, NSP/ANR, Mobile Home
Loan Files Hardship Program Loans Paid-Off, 5 Years 2010-2016 HOME Rehab Loans. Loans have been
forgiven or loans Paid-Off; Ineligible
loan files;
Development, Internal working files including General Subject correspondence 2 Years 2001-2013
Files, Projects
Housing Planning/Redevelopment Agency Plus 2 Years 2001 -2013 Programs files.
NO.OF GOVT. CODE /
AUTHORITY BOXES
29CFR, Part
97.42(b)(2) 2
29CFR, Part
97.42(b)(2) 4
29CFR, Part
97.42(b)(2) 13
Code of Civil
Procedures 12 Sec. 337 GC
34090
24 CFR 85.1 &
85.42
5
GC 34090 13
PREPARED BY: CONSENT BY: �4!;(__4,4 0'/2, Arnet Victoria Date
Management Analyst
RECORDS DESTROYED:
49
Number of Boxes
Michael L. Garcia Date
Executive Director
APPROVED BY:
Sonia Carvalho
City Attorney
Date Andrea Garcia-Miller
Assistant City Attorney
2/24/25
EXHIBIT 1
City Council 10 – 4 6/17/2025
MEMORANDUM
To:
Sonia R. Carvalho
City Attorney Date: March 11, 2025
From:
Ali Pezeshkpour
Acting Executive Director Planning and Building Agency
Subject: Request for Destruction of Records
The Planning and Building Agency requests your consent to destroy City records listed on
the attached listing in accordance with the retention schedule outline d in the City Council
Resolution 2013-014.
Please review and return a signed and dated copy of the attached pages approving the
destruction of these records.
Thank you.
EXHIBIT 3
City Council 10 – 5 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
PLANNING AND BUILDING AGENCY
March 2025
RECORD
CATEGORY RECORD SERIES RECORD DESCRIPTION
RECORD START
DATE/
RETENTION
PERIOD
RECORD
PERIOD
GOVT.
CODE
NO. OF
BOXES
Payroll
Exception Sheets Forms to charge labor
expenditures to applicable Fund
and Activity other than home
account.
Date Prepared
+ 3 years
01/31/2010 -
06/30/2021 -
11 Leave of Absence
(Except Medical
Leaves; see Personnel
Services Schedule)
Pay Period Date
+ 2 years
01/31/2010 -
06/30/2021 GC 34090 (d)
Investigation
Notice Violations Noncompliance with City
codes.
Closure Date;
Until Settled + 2
Years
11/03/1986 –
12/30/2022 GC 34090 106
PREPARED BY: CONSENT BY:
RECORDS DESTROYED: APPROVED AS TO FORM:
Francine Villareal Date
Senior Management Analyst
Ali Pezeshkpour Date
Acting Executive Director
Planning & Building Agency
117
Number of Boxes
Sonia R. Carvalho
City Attorney
Melissa M. Crosthwaite Date
Senior Assistant City Attorney
4/30/2025
04/30/2025 �/� ��Zf
EXHIBIT 2
City Council 10 – 6 6/17/2025
MEMORANDUM
To:
From:
Sonia Carvalho
City Attorney
Sara Williams
Paralegal
Sandra Flores
Chief Assistant City Attorney
Date: May 30, 2025
Re: Request for Destruction of Records
Staff members of the City Attorney's Office have identified City records that can be scheduled
for destruction pursuant to the retention schedule outlined in City Council Resolution No. 2013-
014.A copy of the retention schedule for the City Attorney's Office is attached hereto as Exhibit"A".
Staff is respectfully requesting your approval of the records to be scheduled for destruction.
The records are identified in Exhibit "B" hereto. Total Records to be destroyed: 106 Boxes.
APPROVED BY:
Sonia R. Carvalho
City Attorney
Date
EXHIBIT 4
City Council 10 – 7 6/17/2025
Exhibit ''A''
EXHIBIT 4
City Council 10 – 8 6/17/2025
City of Santa Ana Records Retention Schedule
CITY ATTORNEY'S OFFICE Exhibit C
RECORD CATEGORY RECORD SERIES RECORD DESCRIPTION RECORD RETENTION REMARKS CUSTODIAN START DATE PERIOD
Code of Civil CAO
FEDERAL COURT CASES By Case Case file for Federal Court Case Closing Date 5 years Procedures Sec.
337
CRIMINAL CASES By Case Case file for Criminal Court Case Closing date 5 years
JUDGEMENTS & By Case Concluding Case documents Closing Date 10 years SETTLEMENTS
PERSONNEL BOARD by Appellant Personnel Closing Date 5 years �PPEALS
SUPERIOR COURT By Case Case file for Superior Court Case Closing Date 5 years CASES
EMINENT DOMAIN CASES By Property Closing Date 5 years
GC 304090
GENERAL FILES By Subject Subject matter files Closing Date 2 Years
1 of 1
EXHIBIT 4
City Council 10 – 9 6/17/2025
Exhibit ''B''
EXHIBIT 4
City Council 10 – 10 6/17/2025
Index of Boxes for Destruction by Year
1
2010 (2 Boxes)
People v. Bobby Wilheli Greene
People v. Decker
People v. Do Thang
People v. Esperanza Rivera 1
People v. Esperanza Rivera 2
People v. Esperanza Rivera 3
People v. Fernando Romero
People v. Hai Dinh Tran
People v. Joseph Dicker Strous
People v. Mark Alan Reed
People v. Martha Diaz
People v. Precision Copy
People v. Rich Meyer
People v. Robert H. Vinh
People v. Susan Carol Hawkins
People v. Terri Weikel
People v. Willard Decker
2017 (22 Boxes)
1901 First St. Owner v. Tustin Unified
Agreement with Sloan Vazquez
Alex Garcia v. San Bernardino Sheriff, et al.
Alma Munoz v. SAUSD (2 boxes)
Ana Marie Baldwin v. COSA
Ann Clark v. COSA
Arrellano (JM, a minor/Celine Lopez) v. COSA
Bust Shelter Agreement
Christian Garduno v. COSA (3 boxes)
Christina Diaz v. COSA
Claim of Elie Rios
Contract with Civic Collections Inc.
Contract with Clipper Creek
COSA v. Joseph Saadi
Cuenca v. Cohen (2 boxes)
David M. Morales v. Thee Aguila, Inc.
DC v. COSA
El. C and Er. C v. COSA
Elio Limonichi v. COSA
Emma Borges v. COSA
Erisbad Ramirez-Marcial v. COSA
First Choice v. COSA
Hadley Tow v. COSA
Inspection Warrant-941 W. Bishop
Inspection Warrant-947 W. Bishop
Inspection Warrant-951 W. Bishop
2017 Continued
Jerry Van Buskirk v. COSA
John Doe, et al. v. OC Youth Commission
Jose E. Arellano v. COSA
Jose Manuel Lopez v. COSA
Jose's Working file-SAPOA-FLSA
Kimberly Cerda v. COSA
Lionel Zuniga v. COSA (2 boxes)
Mario S. Vallejo v. SAUSD
Morlin
Nancy Wood v. COSA
People v. Francisco Zavala
People v. Martha Burcaw
People v. Tanber
Project Labor Agreement
Raphael Palencia v. County of Orange
Ronald Austin v. OC Sheriff
Rosario M. Avitia v. US ICE
Roybal v. Vergara (3 boxes)
Tony Camargo v. COSA
USA v. Victor Daniel Collazo
Vending Truck 2013
Wiley Gil v. Dept. of Justice
EXHIBIT 4
City Council 10 – 11 6/17/2025
Index of Boxes for Destruction by Year
2
2018 (44 Boxes)
Adam Genesta v. COSA
Amri Soto
Andrew Garcia v. City of G.G.
Bo Nunez 2101 S. Bristol
Brandon Sontag Personnel Hrg.
Bristol St. Master File
Bristol St. Widening Phase II
Christian Garduno v. COSA
Christopher Saldana v. Sej Asset
City of S.A. v. California Lodge
Conjunto Primavera Breach
COSA v. 740 Broadway
COSA v. La Amiga Textiles
COSA v. Mamo Real Estate
COSA v. Sycamore Parking Concepts
COSA v. Vincent R. Tritz
COSA v. Ziegler Properties, Inc.
COSA v. Maria Alicia Cadena
COSA v .Miguel Pulido
Demura 1429 N. Bristol St.
Dorine Kethley v. COSA
ER Ferrer, LLC v. COSA
First Choice Organic Living v. COSA
Grievance re George Garcia
In Re: Mark Siegel
Jermaine Chavez - 1607 N Bristol
Jessica Stephens v. COSA
Jose Manuel Lopez v. COSA
Liang Inc./Phase 3A 1111 N Bristol
Lyon School Fee
Maria Quintanila v. COSA
MMD Corresp./Docs re various prop.
Nancy Stiles v. OCTA
2018 Continued
Nature's Green Collective v. COSA
Nicole Wheeler v. ICE
North Coast Riversa v. Cali Dept.
Ochiai 1601 N. Bristol St.
People v. 1212 PML Broadway
People v. Benjamin Elder
People v. Carroll White
People v. Eduardo Santiago
People v. Hillview Bldg.
People v. John & Laura Warren
People v. Juan Jaime
People v. Kaver
People v. Lundar Yuh
People v. Miguel Berrente
People v. Navil Osorio Cruz
PRA Parking Citation
Quinones v. COSA
Radio Shack Corp.
RJ Nobel v. Hairbrink Asphalt
Robert Reisse v. COSA
Sana Partners v. COSA
SEIU 2017 Negotiations
Sky High Holistic
Tai Nguyen v. COSA
Teresa Sanchez v. COSA
The Old Orchard Conservancy
Timothy Peterson
USA v. Ronald Boyd Slocum
World Oil/Phase 4 2040 S. Bristol
Yong Jae Lee 1411 N. Bristol
Zuniga v. COSA
EXHIBIT 4
City Council 10 – 12 6/17/2025
Index of Boxes for Destruction by Year
3
2019 (38 Boxes)
Ana Valente v. COSA
Angel Espinoza
Anita Mumford v. COSA
Augustus
Augustus Ruiz
B. Heider 30-2018-00969794
Better Neighborhoods
Brandon Sontag v. COSA
Bristol St. Project Phase 3A
Bristol St. Project Phase 4
Bristol St. Widening Project
Burcaw #30-2012-00567205
Burcaw #30-2019-00668708
Carmen Nunez v. COSA
City of L.A. v. Metro Water
City of S.A. MX Live Marketing
Claudia Ortiz v. COSA
COSA v. Bastidad
COSA v. Phoenix Group
COSA v. Mutual Med. Collective
Crystal Lopez v. COSA
Cynthia Huerta v. Nicole Quijas
DCG v. City
Esther Aguilar
ETAC
GASD, et al. v. COSA
Gilbert Castrejon
Huizar v. Neal Kelly
Inactive Counsel
James Barclay v. Michael Martell
Jerraldane Quin
Jesus Martinez v. COSA
Juan Carlos Villeda v. R. Diaz
Justin May
Klean Waters v. OC Sanitation
Leeann Collins v. COSA
Le-Phan
Maria Meredo
2019 Continued
Maria Rodriguez v. COSA
McDonalds 1501 N. Bristol St.
MMD/Code Misc Address Files
Monica Maars v. J. Carols Maggi
Nicole Quijas v. COSA
Norma Dominguez v. COSA
OC Workers v. COSA
People v. Adrian Gonzalez
People v. Ramond H. Smith
People/City v. Burcaw
Rachel Santana v. COSA
Recall of Juan Villegas
Review Western Waste Agrmt.
Rita Gomez v. COSA
Salome Renteria v. COSA
SAPOA v. COSA
SB-7 Prevailing Wage
SCE v. COSA
Sky High Warrant Service
So. Calif. Gas v. COSA
Spectrasystem v. JMJ
Tammy Franks v. COSA
Teresa Santana-Regalado
The Diary-Navarro family
Theresa Le v. COSA
Time Warner Cable
Traffic Management Shamrock
U.S. v. Sean Hoseinzadeth
USA v. Julio Cesar Alvarado
Victoria Brown
Vidoartukovich v. COSA
Water Conservative Prop. 218
Xochitl Hernandez v. Lynch
Yaneli Alonso v. COSA
EXHIBIT 4
City Council 10 – 13 6/17/2025
MEMORANDUM
To:
From:
Tamara Bogosian
Senior Assistant City Attorney
Richard Weber
Police Commander
Date: April 30, 2025
Subject: REQUEST FOR DESTRUCTION OF RECORDS
The Police Department requests your consent to destroy records listed on the attached request,
in accordance with the retention schedule outlined in City Council resolution 2013-014.
Please review this report and return a signed and dated copy of the attached pages approving the
destruction of these records.
Thank you.
Police ommander
Santa Ana Police Department
EXHIBIT 5
City Council 10 – 14 6/17/2025
City of Santa Ana Records Retention Schedule
POLICE DEPARTMENT
RECORD CATEGORY RECORD SERIES RECORD DESCRIPTION
ABC FILES Name of Premises History of ABC locations. Applicafons for ABC
license to sell and/or serve alcoholic beverages
�DMINISTRA TIVE Employee Accidents Investigations of accidents involving on-duty
INVESTIGATIONS (Internal Departmental personnel
Affairs Incidents by Type) In-Custody Death Reports Investigations or in-custody deaths
In-Custody Injury/Use of Investigations of in-custody injuries and use or
Force force
K-9 Reports Investigations of K-9 bi1e incidents
Officer Involved Shootings Investigations of officer involved shootings
APPLICANT FILES By Name Record of applicants not selected
APPLICATION PERMITS Food Vendors Ice Cream Application fonns, letters of approval or denial
Vendors and miscellaneous correspondence
Push Cart Vendors Application forms, letter.; of approval or denial
and miscellaneous correspondence
Taxi Cab Application forms, letters of approval or denial
and miscellaneous correspondence
Tow Truck Application forms, letters of approval or denial
and miscellaneous correspondence
CITATIONS By Citation Number Parking Citations Traffic Citations
CITIZEN COMPLAINTS By Employee Name Investigations of alleged employee misconduct
DISPOSITIONS (SEARCH By Name Search and seizure documents received from
& SEIZURES) court without case numbers
EMPLOYEE RECORDS Background File Record of background in1Jestlgalion
Medical File Medical information for each employee
Personnel File Employment records. i.e. evaluations, pay
chang,es. cemmendations, etc.
EVIDENCE Latents by Case Number Latent prints obtained from crime scenes
Log Books by Case Number Log books for '..Jeginning and final dispositions of
all booked evidence items
RECORD
START DATE
Date of Application
Date Investigation
Completed
Date Investigation
Completed
Date Investigation
Completed
Date Investigation
Comoleted
Date Investigation
Comoleted
Date of Creation
Dale or Acceptance
or Oenlal
Date of Acceptanca
or Denial
Date of Acceptance
or Denial
Date of Acceptance
or Denial
Date of Issuance
Date Complaint
Completed
Date Probation Ends
T errninalion of
Employment
Temiination of
Employment
Termination of
EITlployment
Date Obtained
Permanent
Exhibit J
RETENTION REMARKS CUSTODIAN PERIOD
Permanent GC 34090 Special
Investigations
5 Years GC 34090 lnlemal Attairs
(IA)
5 Years GC 34090 Internal Affairs
(IA)
5 Years GC 34090 Internal Affairs
(IA)
5 Years GC 34090 Internal Affairs
{IA)
5 Years GC 34090 Internal Affairs
(IA)
J Years GC 34090 Personnel Division
2 Years GC 34090 Traffic Division
2 Years GC 34090 Traffic Division
2 Years GC 34090 Traffic Division
2 Years GC 34090 Traffic Division
2 Years GC 34090 Traffic Division
5 Years PC 832.5; 801.5; Internal Affairs
803c EVC1045, GC (IA)
12946 GC 34090
2 Years GC 34090 Records Division
5 Years Personnel Division
30 Years US OSHA 29 CFR Personnel Division
191020
2 Years GG 34090 Personnel Division
5 Years GC 34090 ID Lab
Permanent GC 34090 Evidence Section
1 of 4
EXHIBIT 5
City Council 10 – 15 6/17/2025
City of Santa Ana Records Retention Schedule
POLICE DEPARTMENT
RECORD CATEGORY RECORD SERIES RECORD DESCRIPTION
EVIDENCE Negalives by Case Number Negatives of photos taken from crime scenes
(Cont'd.)
FIELD INTERVIEW CARDS By Name Documentation of a field contact by an officer
FINANCE Petty Cash Receipts-by Expense vouchers aoo ralmbursamant request• FIB<:DI Year
FINANCIAL DISCLOSURE ByName ConHdentlal financial dioclosure form completed
FORM by employees working designated assignments
GRAFFITI TASK FORCE Correspondence, records of Interdepartmental
actions concemlnQ Task For-ce Issues
JAIL ADMINISTRATIVE lnmale Grievances Inmate complaints and dispositions
REPORTS
JAIL ADMINISTRATIVE lhSpacUons Results of other governmental agen<les
REPORTS Inspections
Inmate Mall Log Inmate mall summary
Intake Statistics Dally summary of intakes
Population Roster Doily populalion rosier
JAIL INMATE RECORDS By lnmala Name Booking, release and custody files
JAIL OPERATIONS Activity Summary Synopsis of populadon demography
REPORTS
Incident Report Detailed occurrence documentation
Shift ActlVlty Log Significant events, welfare checks, etc.
MINUTES Uniform Committee Meeting minutes
PERSONNEL By Name City employment requests for record cnecks of
new emoloyees and suooorting documents
By Name Explorer Post applications and performance
records of exolorers
PETITIONS Petlllon and Orders unoeJ Court Orders requiring the sealing of records
PC I 034 (no case numbers)
POLICE REPORTS Crime Reports Traffic Incidents wheraln a casa number is issued
Rapor\s Information
Reports
Exhibit J
RECORD RETENTION REMARKS CUSTODIAN START DATE PERIOD
Dale Obtained 5 Years GC34090 ID lob
Dale Written 2 Years GC 34090 Records Dlvision
Date of 2 Years GC34090 Special
Reimbursement lnvesllaallons
Separation date from 2 Years GC 34090
designated
asslanment
Data of Incident 3 Years Ge 34090 Oistact
lovestlaallons
Dale of Completion 10 Years Agendy Polley Jail Facility
Data of Inspection 2 Years GC34090 Jail Facility
Date of log 2Vears GC 34090 Jail Facility
Dale of Summa,y 2 Years GC 34090 Jail Facility
Dale of Log 2 Years GC 34090 Jail F acl lily
Date ol Arrest 10 Years Agency Policy Jail F acllily
Dale of Log 2 Years GC 34090 Jail Facility
Dale of Report 2 Yea,-s GC 34090 Jail Facility
Date of Log 2 Years GC34090 Jail Facility
Dale of Meeting 2 Years GC 34090 Field Operations
Date of Request 2 Yeara GC 34090 Records Division
Dale ofTermlnatlon 2 Yaars GC 34090 Training Division
Date of Order 2 Years GC 34090 Records Division
Dale of Report Permanent Records Division
2 of 4
EXHIBIT 5
City Council 10 – 16 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series
Employee Records Personnel File
Prepared by:
Name: Lourdes Ferrer
Record Description
Employment records, i.e.
evaluations, pay changes,
commendations, etc.
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 2
Record Dates
Jan - Dec 2003
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY:
,4/�-F
� r.,,.L __ fr!'--::.,.=;c;�.,��:-!....:Robert Rodriguez, Chief of Police
Police Department
&(. Tama Bogosian
� Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 17 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Jaramillo, Julio November 2003
Vasquez, Veronica June 2003
Page 2 of 2
EXHIBIT 5
City Council 10 – 18 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series
Employee Personnel File Records
Prepared by: Name: Lourdes Ferrer
Record Description
Employment records, i.e. evaluations, pay changes, commendations, etc.
Title: Senior Human Resources Analyst Date: April 25, 2025
Number of files to be destroyed: 43
Record Dates
Jan - Dec 2012
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY:
,,4 ft" µ.z;&-F
�,,,,,,.✓---#-�-��: Robert Rodriguez, Chief of Police Police Department
am r Bogosian
i.Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: Print Name & Badge # Date of destruction: ----------Signature
Once your records have been destroyed return this form to the Records Manager and keep a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 19 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Adams, Kara June 2012
Alvardo, Evelyn July 2012
Alvarez, Nivaldo October 2012
Andrade, Edward May 2012
Armendarez, Dannv Aoril 2012
Bravo, Hector April 2012
Brekenfeld, Robert March 2012
Burnett, Deborah September 2012
Chiu, Kan e May 2012
Davis, Russel Seotember 2012
De Deaux, Kevin September 2012
Dinh, Quygen July 2012
Elmore, Donald April 2012
Escobar, Ernesto June 2012
Flores, Jesse June 2012
German, Vatau February 2012
Graves, Mitchell August2012
Guidrv, Troy December 2012
Hayes, Jimmy April 2012
Hernandez, Monica December 2012
KillinQbeck, Edrie Auoust 2012
Kirchmever, Thomas Auaust 2012
Korbonski, Svlvia Aoril 2012
Lappin, Olga November 2012
Lee Zandra March 2012
Mayoral, Evelyn June 2012
Miranda, Tony February 2012
Musgrove, Carrol October 2012
Oropeza, Jeanette October 2012
Orosco, Edith December 2012
Perales, Daniel December 2012
Perez, Raymundo June 2012
Ramos,..Amador, Rosalva November 2012
Reed,John Februarv 2012
Robledo, John Auaust2012
Sanchez,Shane January 2012
Smith Doyle October 2012
Tankslev, Rufus July 2012
TinQlev, Jocelvn February 2012
Page 2 of 3
EXHIBIT 5
City Council 10 – 20 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Tran, Emilv June 2012
Trevino, Thelma March 2012
Valdez, Clemente July 2012
Vargas, Michael April 2012
Page 3 of 3
EXHIBIT 5
City Council 10 – 21 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series Record Description
Employee Background File Record of background investigation
Records
Prepared by:
Name: Lourdes Ferrer
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 29
Record Dates
Jan - Dec 2012
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: fo-/c 1J..n:,,t:.
��-#-�-��/ ,,. /'"171(...
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
T� f;I'. Assistant City Attorney
C /4/4-r:: Date
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _
Print Name & Badge# Signature
Date of destruction: ----------
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 22 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Adams, Kara June 2012
Alvardo, Evelyn July 2012
Alvarez, Nivaldo October 2012
Bravo, Hector April 2012
Burnett, Deborah September 2012
Chiu, Kane May 2012
Davis, Russel September 2012
Dinh, Quygen July 2012
Escobar, Ernesto June 2012
Flores, Jesse June 2012
German, Vatau February 2012
Graves, Mitchell August 2012
Hayes, Jimmy April 2012
KillinQbeck Edrie AuQust 2012
Korbonski, Sylvia April 2012
Lappin, OIQa November 2012
Lee, Zandra March 2012
Mayoral, Evelvn June 20.12.
Oropeza, Jeanette October 2012
Orosco, Edith December 2012
Ramos-Amador, Rosalva November 2012
Reed, John Februarv 2012
Robledo, John Auqust 2012
Sanchez, Shane January 2012
Tingley, Jocelyn February 2012
Tran, Emily June 2012
Trevino, Thelma March 2012
Valdez, Clemente Julv 2012
VarQas, Michael April 2012
Page 2 of 2
EXHIBIT 5
City Council 10 – 23 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series Record Description
Employee Background File Record of background investigation
Records
Prepared by:
Name: Lourdes Ferrer
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 35
Record Dates
Jan - Dec 2013
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: $/a+-.D:--P
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
Date
Ta� DateG]�
�, Assistant City Attorney--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _
Print Name & Badge# Signature
Date of destruction: ----------
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 24 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Centeno, Carlos AUQUSt 2013
Chavez, Stephen December 2013
Conde, Ernesto February 2013
Fulcher, Dean March 2013
Hawkins, Stephen April 2013
Havnes, Henry April 2013
Hernandez, Thomas July 2013
Jones, Irene December 2013
Kellv, Blake Februarv 2013
Lanyeman, Deborah December 2013
Lee, Chun July 2013
Lee, David December 2013
Lee, Dianna Julv 2013
Mahmood, Mudassar September 2013
Martinez Edmundo December 2013
Martinez, Danielle November 2013
Martinez, Viviana September 2013
Masip, Daniel October 2013
Mason, Sara December 2013
Meding, Blanca April 20:13
Napier, Allison January 2013
Picone, Peter November 2013
Rivera, Raul September 2013
RodriQue, Anahi January 2013
Rodriauez, Valentine January 2013
Ruiz, Arabia June 2013
Ruvalcaba, Enrique November 2013
Scheer, William _ April 2013
Serna, Rebecca Auaust 2013
Verrem:iiva, Julia August 2013
Welch Yoland December 2013
Wioains, Marianne March 2013
Winston, Steve April 2013
Witt, Kendall Mav 2013
Witt, Vera September 2013
Page 2 of 2
EXHIBIT 5
City Council 10 – 25 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: Human Resources Division
Record Record Record Description
Category Series
Employee Personnel Employment records, i.e.
Records File evaluations, pay
changes,
commendations, etc.
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/19/2025
Number of files to be destroyed: 55
Record Start Record Dates
Date I
Retention
Period
Termination of Jan-Dec 2013 employment/
2 years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
Date
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Page 1 of 3
Signature
EXHIBIT 5
City Council 10 – 26 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: Human Resources Division
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
EMPLOYEE NAME Separation Month/Year
Ayres, Lydia December 2013
Bogue, Patricia May 2013
Bollinger, Patricia December 2013
Caddell, Suzette October 2013
Castillo, Ron December 2013
Cecil, Christopher September 2013
Centeno, Carlos August 2013
Chavez, Stephen December 2013
Conde, Ernesto February 2013
Corby, John April 2013
Cousin, Henry March 2013
Follo,John April 2013
Fulcher, Dean March 2013
Hawkins, Steohen April 2013
Haynes, Henry April 2013
Hernandez, Thomas July 2013
Hsiao, Chu-Yen March 2013
Jones, Irene December 2013
Kelly, Blake February 2013
Laneyman, Deborah December 2013
Lee, Chun July 2013
Lee, David December 2013
Lee, Dianna July 2013
Maciha, Greq September 2013
Mahmood, Mudassar September 2013
Martinez, Edmundo December 2013
Martinez, Danielle November 2013
Martinez, Viviana September 2013
Masip, Daniel October 2013
Mason, Sara December 2013
Meding, Blanca April 2013
Miranda, Gary May 2013
Moreno, Daniel November 2013
Napier, Allison January 2013
Pena, Yolanda September 2013
Picone, Peter November 2013
Polard, Pamela March 2013
Qureshi, Naseer December 2013
Page 2 of 3
EXHIBIT 5
City Council 10 – 27 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: Human Resources Division
Record, Randall December 2013
Rivera, Raul September 2013
Rodriguez, Anahi January 2013
Rodriguez, Valentine January 2013
Ruiz, Arabia June 2013
Ruiz, Erin May 201 3
Rubalcaba, Enrique November 2013
Scheer, William April 2013
Serafin, Thomas December 2013
Serna, Rebecca August 2013
Verrengiva, Julia August 2013
Vlatkovich, Joseph March 2013
Welch, Yoland December 2013
Wiggins, Marinanne March 2013
Winston, Steve April 2013
Witt, Kendall May 2013
Witt, Vera September 2013
Page 3 of 3
EXHIBIT 5
City Council 10 – 28 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series Record Description
Employee Background File Record of background investigation
Records
Prepared by:
Name: Lourdes Ferrer
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 34
Record Dates
Jan - Dec 2014
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: M c.,.Jz:r:--,:.-
� �-�-'_"' I' &,..._ Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
T� l'f. Assistant City Attorney
Date
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: -------------Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 29 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Avres, Robert October 2014
Baca, Anita Auaust 2014
Cabrera, Domingo April 2014
Caoacete, Adrian January 2014
Carrizales, Clair Aoril 2014
Cerda, Kimberly Julv 2014
Dougherty, Richard M October 2014
Du Qun, Maria June 2014
Estrada, Diana March 2014
Estrada, Donna June 2014
Fuller, Corene December 2014
Galaueva, Isidro December 2014
Gonzalez, Ulysses January 2014
Hinojosa, Rehel December 2014
Hodowanec, Lesile September 2014
Kunta-Wilson, Skyler July 2014
Laugenour, Chris Aoril 2014
Lee,Tonv November 2014
Martinez, Irene Mav 2014
Navarro, Patricia December 2014
O'Leary, Virginia March 2014
Oreael, Dri mania Januarv 2014
Orozco, Paloma August 2014
Pantaleon, Daisv May 2014
Pletl, Gregorv October 2014
Preciado, Albert April 2014
Rawson, Melissa August 2014
Reves, Anthonv October 2014
Rodriquez, Veronica September 2014
Romo Victor September 2014
Russo, Joseph December 2014
Saunders Amelia March 2014
Stow, Donald October 2014
Wooding, Robert June 2014
Page 2 of 2
EXHIBIT 5
City Council 10 – 30 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series
Employee Personnel File
Records
Prepared by:
Name: Lourdes Ferrer
Record Description
Employment records, i.e.
evaluations, pay changes,
commendations, etc.
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 68
Record Dates
Jan - Dec 2014
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
Tam a ogosian
� Assis ant City Attorney
Date
lC)ll£b1: Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge#
Date of destruction: ----------Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 31 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Aleme, Steven February 2014
. Astran, Marian December 2014
Ayres, Robert October 2014
Baca, Anita August 2014
Beckx, Randolph April 2014
Bell, Ryan March 2014
Bruno, Adriana January 2014
Cabrera, Domini:io April 2014
Caoacete, Adrian Januarv 2014
Carrizales, Clair April 2014
Casey, William April 2014
Cerda, Kimberly July 2014
Coleman, Lawrence September 2014
Contreras, Carlos October 2014
Crew, John September 2014
Davies, Bary January 2014
Donnelly, Patricia October 2014
Douqhertv, Richard M October 2014
Du Qun, Maria June 2014
Esparza, Javier May 2014
Estrada, Diana March 2014
Estrada, Donna June 2014
Finn, Francis June 2014
Fuller, Corene December 2014
Fuller, Michael January 2014
Gali:iueva, Isidro December 2014
Gallo, Vi vian December 2014
Gomez, Ani:ielina July 2014
Gomez, Marylou July 2014
Gonzalez Ulysses January 2014
Gorojewski Michael April 2014
Hibbison, John July 2014
Hinojosa, Rehel December 2014
Hodowanec, Lesile September 2014
Jansen, David March 2014
Kasparian, Steve April 2014
Kunta-Wilson, Skvler July 2014
Lampman, David July 2014
LauQenour, Chris April 2014
Lee Tonv November 2014
Lopez, Sandra December 2014
Page 2 of 3
EXHIBIT 5
City Council 10 – 32 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: · HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Martinez, Irene May 2014
McCoy, Mike December 2014
Moeller, Blane November 2014
Navarro, Patricia December 2014
O'Learv, Virginia March 2014
Oliver, John (David) Aoril 2014
OreQel, Drimania January 2014
Orozco, Paloma Auoust 2014
Owens, Jeffrev Januarv 2014
Pantaleon, Daisy May 2014
Perez, Gloria October 2014
Pletl, Greoorv October 2014
Preciado, Albert April 2014
Rawson, Melissa August 2014
Reed, Theron Auaust 2014
Reyes, Anthonv October 2014
Rodriguez, Veronica September 2014
Romero, Antonio October 2014
Romo, Victor September 2014
Ruiz, Ramora July 2014
Russo, Joseph December 2014
Sarabia, Pablo April 2014
Saunders, Amelia March 2014
Stow, Donald October 2014
Taylor, Colleen June 2014
Woodina, Robert June 2014
Zell, Brain January 2014
Page 3 of 3
EXHIBIT 5
City Council 10 – 33 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series Record Description
Employee Background File Record of background investigation
Records
Prepared by:
Name: Lourdes Ferrer
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 47
Record Dates
Jan - Dec 2015
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
ogosian
nt City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 34 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Alfonso, Michael September 2015
Anzai, Ronald August 2015
Barrera, Ross Julv 2015
Behr, Darren July 2015
Beiza,Rene December 2015
Castillo, Mary May 2015
Corona, Erik Mav 2015
Corona, Mario July 2015
Cruz, Jorge October 2015
Delabarcena Jesus Januarv 2015
Flores Caesar December 2015
Fratus, Garv April 2015
Gallardo, Gonzalo December 2015
Gonzalez, Cesar February 2015
Gonzalez, Erika Januarv 2015
Gonzalez, Jua n September 2015
Graham Kevin November 2015
Hernandez, Edward Aoril 2015
Jimenez, Bolivar December 201-5
Julien-Rohman, Devin March 2015
Katbi, Tania April 2015
Kozakowski Mark June 2015
Lynott, Robert July 2015
Marckstadt, Richard June 2015
Matulin, Ann Februarv 2015
Montalvo, Lilia Auaust 2015
Mota, Karen April 2015
Nasser, Joseph April 2015
Nguyen, Dat November 2015
Oliver, Shane May 2015
Pahed. Brian September 2015
Phillips, Antonia December 2015
Quijas, Johnny January 2015
Reves, Katherine February 2015
Ricaud, Phillip November 2015
Rodgers, Terrance June 2015
Rondou, David Februarv 2015
Rubalcaba, Maria November 2015
Sanchez,John March 2015
Sanchez, Taina Auaust 2015
Stuck, James July 2015
Page 2 of 3
EXHIBIT 5
City Council 10 – 35 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Sullivan, Dannv 2015
Vestey, Laura April 2015
Wanqesteen, Elizabeth December 2015
Wilkev, Nancy May 2015
Winston, Jane December 2015
Yettaw, David February 2015
Page 3 of 3
EXHIBIT 5
City Council 10 – 36 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series
Employee Personnel File
Records
Prepared by:
Name: Lourdes Ferrer
Record Description
Employment records, i.e.
evaluations, pay changes,
commendations, etc.
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 57
Record Dates
Jan - Dec 2015
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
Tak,�
�. Assistant City Attorney
Date
6)11p1� Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 37 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Ahearn, Stephen March 2015
Alfonso, Michael September 20 15
Anzai, Ronald August 2015
Barrera, Ross July 2015
Behr, Darren Julv 2015
Beiza, Rene December 2015
Castillo, Marv May 2015
Corona, Erik Mav 2015
Corona, Mario Julv 2015
Cruz, Jorge October 2015
Delabarcena, Jesus January 2015
Flores, Caesar December 2015
Franks, Tammy January 2015
Fratus, Garv April 2015
Gallardo, Gonzalo December 2015
Garcia, Amparo June 2015
Gonzales, Fred September 2015
Gonzalez, Cesar February 2015
Gonzalez, Erika Januarv 2015
Gonzalez, Juan Seotember 2015
Graham Kevin November 2015
Guillen, Svlvia Aoril2015
Hernandez, Edward April 2015
Herter, Boudewijin July 2015
Jimenez, Bolivar December 2015
Julien-Rohman, Devin March 2015
Katbi, Tania April 2015
Kozakowski, Mark· June 2015
L vnott, Robert July 2015
Marckstadt, Richard June 2015
Matulin, Ann February 2015
Montalvo, Lilia Au.oust 2015
Mota, Karen April 2015
Nasser, Joseph April 2015
Nauyen, Oat November 2015
Oliver, Shane Mav 2015
Pahed, Brian September 2015
Phillips, Ant_onia December 2015
Quijas, Johnny January 2015
Reves, Katherine Februarv 2015
Ricaud, Phillip November 2015
Page 2 of 3
EXHIBIT 5
City Council 10 – 38 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Rodoers, Terrance June 2015
Rondou, David February 2015
Rubalcaba, Maria November 2015
Sanchez,John March 2015
Sanchez, Manuel April 2015
Sanchez, Taina August 2015
Stires, Ronald June 2015
Stuck, James July 2015
Sullivan, Danny 2015
Sweet, William December 2015
Torres, Luis December 2015
Vestev, Laura April2015
Wanoesteen, Elizabeth December 2015
Wilkey, Nancy May 2015
Winston, Jane December 2015
Yettaw, David February 2015
Page 3 of 3
EXHIBIT 5
City Council 10 – 39 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series Record Description
Employee Background File Record of background investigation
Records
Prepared by:
Name: Lourdes Ferrer
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 46
Record Dates
Jan - Dec 2016
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
Tam r Bogosian ?J, Assi tant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 40 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Aguilar, Daniel December 2016
Ah You, Matthew February 2016
Alvarado, Margarita Aui:iust 2016
Armenta, Karina August 2016
Baltodano, Claire January 2016
Bern, Sondra March 2016
Camacho, Christina May 2016
Carrillo Lorenzo January 2016
Cervantes, Rene December 2016
Chapman, Lucy May 2016
Colon, Stephen April 2016
Coooock, Maybelline June 2016
Demopoulos, Eric October 2016
Edwards, Rocky Auaust 2016
Enriquez, Adrian December 2016
Galleaos, Anne September 2016
Gielda, Norman July 2016
Hadley, Brad September 2016
Hayes, Paul December 2016
Hermans, Matthew November 2016
Irwin, Tonva Mav 2016
Laugenour, Jarrod September 2016
Macias, Arlene February 2016
Martinez, Gonzalo September 2016
Montanez, Robert AUQUSt 2016
Moreira, Genesis Mav 2016
Moreno, Jessica October 2016
Mosbrook, Brent AuQ ust 2016
Muniz, Jonas November 2016
Nauyen, Giang May 2016
Pabon, Christian September 2016
Ponce, Samantha September 2016
Rackley, Shannon Au.oust 2016
Ramirez, Edoar September 2016
Rodriguez, Hilda December 2016
Rankle, Carl April 2016
Sanchez, Alex May 2016
Schmidt, Lisa May 2016
Shaw, Lilian February 2016
Stanke, Eugene December 2016
Stvs, GreQorv October 2016
Page 2 of 3
EXHIBIT 5
City Council 10 – 41 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTHNEAR
Tallabas, Barbara September 2016
Thistlewhite, Staci October 2016
Tolosa, Robert July 2016
Velasco, Robert November 2016
Viramontes Emily January 2016
Page 3 of 3
EXHIBIT 5
City Council 10 – 42 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
Record Category Record Series
Employee Personnel File
Records
Prepared by:
Name: Lourdes Ferrer
Record Description
Employment records, i.e.
evaluations, pay changes,
commendations, etc.
Title: Senior Human Resources Analyst
Date: April 25, 2025
Number of files to be destroyed: 54
Record Dates
Jan - Dec 2016
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
T m a Bogosian
� . Assis ant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------
Signature
Once your records have been destroyed return this form to the Records Manager and keep
a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 43 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Aouilar, Daniel December 2016
Ah You, Matthew February 2016
Alvarado, Margarita August 2016
Arm enta Karina August 2016
Arzate, Francisca July 2016
Baltodano, Claire January 2016
Berq, Sondra March 2016
Boulter, Deborah August 2016
Camacho, Chris tina May 2016
Carrillo Lorenzo January 2016
Carrillo, Maria February 2016
Cervantes, Rene December 2016
Chapman, Lucy Mav 2016
Colon, Stephen April 2016
Coppock, Maybelline June 2016
Demopoulos, Eric October 2016
Donnelly, James February 2016
Edwards, Rockv Auaust 2016
Enriquez, A drian December 2016
Flores, Linda July 2016
Galleqos, Anne September 2016
Gielda, Norman Julv 2016
Gomez, Margarita December 2016
Hadley, Brad September 2016
Haves, Paul December 2016
Hermans, Matthew November 2016
Horner, Tina December 2016
Irwin Tonya May 2016
Kozakowski, Don November 2016
Laugenour, Jarrod September 2016
Macias, Arlene February 2016
Martinez, Gonzalo September 2016
Montanez, Robert AUQUSt 2016
Moreira, Genesis Mav 2016
Moreno, Jessica October 2016
Mosbrook, Brent August 2016
Muniz, Jonas November 2016
NQuven, G\anq May 2016
Pabon, Christian September 2016
Po nce, Samantha S eptember 2016
Rackley, Shannon Auqust 2016
Page 2 of 3
EXHIBIT 5
City Council 10 – 44 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: HUMAN RESOURCES DIVISION
EMPLOYEE NAME SEPARATION MONTH/YEAR
Ramirez, Edciar September 2016
Rodriguez, Hilda December 2016
Ronkle, Carl April 2016
Sanchez, Alex Mav 2016
Schmidt, Lisa Mav 2016
Shaw, Lilian Februarv 2016
Stanke, Eugene December 2016
Stys, GreQory October 2016
Tallabas, Barbara September 2016
Thistlewhite, Staci October 2016
Tolosa, Robert July 2016
Velasco, Robert November 2016
Viramontes, Emilv January 2016
Page 3 of 3
EXHIBIT 5
City Council 10 – 45 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 01
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2011 Creation/ 3
Years
Govt Code/
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
�� Toa �ogosian
Senior Assistant City Attorney
Date
6)1t11[J&: Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 46 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Varon, Mauricio 2011
Page 2 of 2
EXHIBIT 5
City Council 10 – 47 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 01
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2012 Creation I 3
Years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
a ogosian
Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------Signature
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 48 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Canales, Giovanni 2012
Page2 of2
EXHIBIT 5
City Council 10 – 49 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 02
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2013 Creation/ 3
Years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
Ta r Bogosian
Se or Assistant City Attorney
Date
Date --------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: -------------Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 50 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Torres, Edward 2013
Yatco, Jason 2013
Page 2 of 2
EXHIBIT 5
City Council 10 – 51 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 29
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2014 Creation/ 3
Years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
T aafo 0Bogosian
Senior Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 52 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Ortiz�Zuniga, Mauricio 2014
Tessla, Christopher 2014
Tibbett, Nicholas 2014
Torres, Edward 2014
Torres, Tatiana 2014
Tu, Kevin 2014
Urtez, Alex 2014
Urzua, Krystal 2014
Valdez, Joel 2014
Valencia, Javier 2014
Varella, Eriberto 2014
Vasquez, Francisco 2014
Velasco, Margarita 2014
Velasquez, Daniel 2014
Verduzco, Edgar 2014
Villasenor, Abraham 2014
Viramontes, Emily 2014
Viramontes, Samantha 2014
Viroen, Tasiana 2014
Walker, Brandon 2014
walker, Fallishia 2014
Weir, Keri 2014
Wilkins, Timothy 2014
Withrow, Kevin 2014
Wong, Matthew 2014
Wooten, Kristen 2014
Yee, Stacie 2014
Ziemba, Margery 2014
Page2 of2
EXHIBIT 5
City Council 10 – 53 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record
Category
Applicant
Files
Prepared by:
Record
Series
By Name
Name: Raul Garcia
Record Description
Record of applicants not
selected
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 40
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2015 Creation/ 3
Years
Govt Code/
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: )l.,lct-Jar 2 'f w /
��/-V/1....
Robert Rodriguez, Chief of Police
Police Department
ogosian
Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _
Print Name & Badge# Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 5
City Council 10 – 54 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Chavez, Rolando 2015
Gantt, Christopher 2015
Gao, Edward 2015
Garcia, Dorina 2015
Geraili, Sam 2015
Gutierrez, Jonathan 2015
Marroauin, Jason 2015
Masestas, Valerie 2015
Nelson, Brian 2015
Ochoa, Marie 2015
Tea, Kevin 2015
Tellez, Martin 2015
Titus, Dillon 2015
Torres, Christopher 2015
Troup, Cynthia 2015
Turnwall, Rov 2015
Vasilakis, Alexander 2015
Veloni, Russell 2015
Ventera, Oscar 201_5
Ventura, Antonio 2015
Vielma, Jonathan 2015
Villaorana, Brenda 2015
Villanueva, Marrin 2015
Villegas, Henry 2015
Villegas, Krystal 2015
Viramontes, Yolanda 2015
Viraen, Sonia 2015
Vlok, Jaco 2015
Vu, Cindv 2015
Wana, Eric 2015
Weinberg, Alex 2015
Westphal, Don 2015
Wixom, Justin 2015
Wood,Adam 2015
Woods, Kameri 2015
Youna, Chi 2015
Zamarripa, Julio 2015
Zaokoonv,Joseph 2015
Zaragosa, Virginia 2015
Zazuetta, Crystal 2015
Page 2 of 2
EXHIBIT 5
City Council 10 – 55 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 215
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2016 Creation/ 3
Years
Govt Code I
Authority
GC 34090
==================================================================
CONSENT BY:
k� 7s-r..t/
��
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
r Bogosian
Ior Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ___________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 7
EXHIBIT 5
City Council 10 – 56 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Amaya, Luis 2016
Amidei, Andrew 2016
Avala, Kassandra 2016
Banwait, Gurinder 2016
Barona, Charles 2016
Bastidas, Leonardo 2016
Brito, Miguel 2016
Carrilo, Philip 2016
Carrv, Eunii 2016
Caruso, Nathaniel 2016
Casas, Nicholas 2016
Castaneda, Omar 2016
Castillo, Louie Ill 2016
Castrejon, Francisco 2016
Castro, Christopher 2016
Castro, Joanna 2016
Cendeia, Ricardo 2016
Chaney, Ariana 2016
Chapple, Kenneth 2016
Chavez, Miguel 2016
Chono, Princess 2016
Clasby, Brian 2016
Clauson, Emilv 2016
Cornejo, Carlos 2016
Crenshaw, Ossie 2016
Crouch, Harold 2016
Cruz, Jonathan 2016
Cuadra, Ricardo 2016
Dalton, Kyle 2016
Daniel, Andrew 2016
Davis, Jonathan 2016
Delorenzo, Cayla 2016
Devas,Jose 2016
Devia, Chelsea 2016
Diaz, Jordan 2016
Diaz, Roman 2016
Dorrough, Michael 2016
Dove, Guy 2016
Doveas, Christopher 2016
Duran, Alma 2016
Earp, Andrew 2016
Page 2 of 7
EXHIBIT 5
City Council 10 – 57 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Easley, Emily
EI-Sarii, Mustapha
Endale, Scifu
Escalante, Ricardo
Espinoza, Jonathan
Esciueda, Salvador
Ettinger, Craig
Faiardo, Francisco
Farmer, Evan
Feelv, Paul
Figueroa, Ralph
Flores, Cynthia
Flores, Miguel
Frias, Hector
Fuentes, Robert
Gaddis, Tiana
Gallarda-Licea, Claudia
Garcia, Natalie
Gamer, William
Gonzales, Alex
Gonzalez, Ashley
Gordon, Soledad
Govea, Evelyn
Grande, Mauricio
Gutierrez, Claudia
Gutierrez, Stacee
Hall, Galen
Hansen, Ian
Harvey, Robert
Haywood, Talmadge
Hernandez, Anthonv
Hernandez, Lilian
Howard, Christopher
Hupp, Alison
Ilagan, Ron
James, Joshua
Jeang, Krystal
Jones, Katrina
Julio, Jose
Kavano,Julie
Kilgore, Albert
King, Robert
Page 3 of 7
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016 .
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
2016
EXHIBIT 5
City Council 10 – 58 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Knighton, John 2016
Knott, Richard 2016
Kranda, Amber 2016
Lalonde, Brenden 2016
Layugan, James 2016
Leung, Jonathan 2016
Li, Chein 2016
Lin, Alex 2016
Luebberke, Daniel 2016
Lueth, Zachary 2016
Luna-Alanis, Kellv 2016
Marin, Barbara 2016
Marquez, Pedro 2016
Martell, Karen 2016
Martinez, Andrew 2016
Martinez, Pablo 2016
Martinez, Solaie 2016
Mata, Benjamin 2016
McIntosh, Bryce 2016
Medina, Victor 2016
Mendez, Luis 2016
Menendez, Yolanda 2016
Mercado, Sonia 2016
Miller, Stephen 2016
Mora, Hector 2016
Mora, Mike 2016
Moreno, Manuel 2016
Moreno-Arias, David 2016
Mossbrooks, Travis 2016
Muballe, Bob 2016
Muricio, Justin 2016
Murphy, Andrew 2016
Murphy, Patrick 2016
Naber, GeorQe 2016
Naliboff, Cole 2016
Navarro, Juan 2016
Naverias, Mariel 2016
Neil, Daniel 2016
Nelson, Christopher 2016
Newsome, Stephen 2016
Nguyen, Giang 2016
Nguyen, Sara 2016
Page 4 of 7
EXHIBIT 5
City Council 10 – 59 6/17/2025
CITY OF SANTAANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Nguyen, Sarah 2016
Nolen, Thomas 2016
Nunez, Sandra 2016
Ochoa, Lizeth 2016
Olson, Benjamin 2016
Orcha, Leonardo 2016
Orozco, Daniel 2016
Orteaa, Adriana 2016
Ortega, Ricardo 2016
Palomino, Marilyn 2016
Parado, Jordan 2016
Paredes, Hugo 2016
Pasino, Adriana 2016
Perez, pedro 2016
Plevney, Jamie 2016
Pompa, Cristian 2016
Porche, Dana 2016
Pratt, Kimberlee 2016
Ramirez, Anthony 2016
Ramirez, Bvron 2016
Ramirez, Corina 2016
Ramirez, Maricela 2016
Rawlinas, Steven 2016
Razo, Faith 2016
Redondo,Rvan 2016
Rehmann, Larissa 2016
Rentria, Marc 2016
Reyes, Christian 2016
Reyes, Osiel 2016
Reza, genia 2016
Richmond, Ryan 2016
Ries, Kelsev 2016
Roberson, Randall 2016
Robinson, Miesha 2016
Robles, lanacio 2016
Robles, Michael 2016
Roczickay, Basil 2016
Rodriguez, Al 2016
Rodriauez, Manuel 2016
Roehricht, Quenton 2016
Roias, Joshua 2016
Rojas, Luis 2016
Page 5 of 7
EXHIBIT 5
City Council 10 – 60 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Rosas, Jonathan 2016
Ruiz, Ruben 2016
Salas, Irwin 2016
Salgado, Olivia 2016
Salvinoo, Michael 2016
Sanchez, Tasia 2016
Santana, Joseph 2016
Sears, Brandon 2016
Seymour, Danielle 2016
Shall, Anthony 2016
Sharda, Bhuvnesh 2016
Silbas, Michael 2016
Silva Jr, Oscar 2016
Smith, Shayne 2016
Son, Scott 2016
Sono, Caleb 2016
Sotelo, Miouel 2016
Soto-Valdez, Adrian 2016
sta Ana, Norris 2016
Steward, Timothy 2016
Sumner, James 2016
Teves, Rodney 2016
Torres, EnriQue 2016
Torres, Yaiairayukier 2016
Tovias, Eduardo 2016
Tran, Alan 2016
Trejo, Christopher 2016
Trejo, Damian 2016
Tulune, Suzanne 2016
Turkbas, Maxwell 2016
Uriart, Jose 2016
Uribe, Aleiandro 2016
Valencia, Giselle 2016
Valle.Juan 2016
Vargas, Guadalup 2016
Vasquez, Iris 2016
Vasquez,Jose 2016
Veliz, Edgardo 2016
Washington, Jeremiah 2016
Weinthal, Parker 2016
Westphal, Collin 2016
Whitehead, Dakota 2016
Page 6 of 7
EXHIBIT 5
City Council 10 – 61 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
WigAins, Kevin 2016
Willis, Vanessa 2016
Winterbum, Joseph 2016
Worrell, Jacob 2016
Yin, Brian 2016
Zermeno, Juan 2016
Page 7 of 7
EXHIBIT 5
City Council 10 – 62 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Record of background
Records File investigation
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 44
Record Start
Date I
Retention
Period
Termination of
employment / 5
years
Record Dates
Jan-Dec 2017
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
ogosian
Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ___________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 3
EXHIBIT 5
City Council 10 – 63 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Addington, Jacob 2017
Atkinson, Sandra 2017
Beach, Glenn 2017
Becerra, Jose 2017
Bentacu, Ricky 2017
Caviness, Ebony 2017
Chavez, Joe 2017
Cornejo, Arnoldo 2017
Duque, Christian 2017
Elizalde, Ernesto 2017
Esparza, Rosa 2017
Garcia Jr, Frank 2017
Garcia Jr., Israel 2017
Garcia, Gonzalo 2017
Gatto, Richard 2017
Geil, Taylor 2017
Gonzales, Gloria 2017
Guzman, Katherine 2017
Hernandez,Maria 2017
Humohrev, Donald 2017
Hundley, Derek 2017
Jiron, Dante 2017
Kerekavarto, Victor 2017
Le, Ken 2017
Lorenzana, Liiv 2017
Madden, Ayshen 2017
Mejia, Yaritza 2017
Melendez, sean 2017
Miller, Michelle 2017
Molina, Gilbert 2017
Nogales, Rosemarie 2017
Obenshain, Michael 2017
Pand, Jay VP 2017
Perez, Robert 2017
Porciuncula, Martha 2017
Revere, Christopher 2017
Riley, John 2017
Romero, carolina 2017
Schwacher, David 2017
Sheldon, Eric 2017
Silva Perez, Eduardo 2017
Page 2 of 3
EXHIBIT 5
City Council 10 – 64 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
Tulaniah, Amari 2017
Valdez, Revnaldo 2017
Vega, Mariel 2017
Page 3 of 3
EXHIBIT 5
City Council 10 – 65 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 175
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2017 Creation/ 3
Years
Govt Code/
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
Tam a ogosian
Seni r Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------Signature
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 6
EXHIBIT 5
City Council 10 – 66 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Alvarez, Stephani 2017
Alviso, Michael 2017
Baker, David 2017
Ballard, Joel 2017
Ban, Jonathan 2017
Barnes, Benjamin 2017
Barragan, Patricia 2017
Barraza, Rene 2017
Castillo-Merida, Victor 2017
Cervantes, Christian 2017
Cervantes, Gabriel 2017
Cervantes, Luis 2017
Cervantes, Roaelio 2017
Chan, Yuha, 2017
Chandler, David 2017
Chapman, Kenneth 2017
Chisholm, Christopher 2017
Chong, Edward 2017
Cisneros, Jesus 2017
Cody, Kelly 2017
Contreras, Jose 2017
Cordova, Andrew 2017
Cornelius, Andrew 2017
Craddolph, Brian 2017
Cruz, Raul 2017
Cueto, Tanari 2017
Cuevas, Marcial 2017
Curiel, Jose 2017
Davis, Lashelle 2017
Do, Tam 2017
Dominguez, Eric 2017
Duerr, Dakota 2017
Ebner, David 2017
Eccleston, Jacob 2017
Esguerra, Anthony 2017
Flores, Christopher 2017
Flores, Juan C. 2017
Flores, Rebecca 2017
Flores, Sergio 2017
Frazier, CraiQ 2017
Garcia, Arturo 2017
Page2 of6
EXHIBIT 5
City Council 10 – 67 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Gilles, Matthew 2017
Godinez, Angie 2017
Gonzales, Daniel 2017
Gonzales, Daniel A. 2017
Gonzalez, Denny 2017
Granados, Carolina 2017
Greene, Jordan 2017
Gregoire, Zera 2017
Griffith, Joshua 2017
Grubbo, Courtney 2017
Guibert, Sara 2017
Gurrola, William 2017
Guzman, Melissa 2017
Ha, Devon 2017
Hendershott, Trevor 2017
Hernandez, Dayna 2017
Hernandez, Paul 2017
Hughes, Candice 2017
Hurst, Tiffany 2017
Jaen, Daniel 2017
Jimenez, Alyssa 2017
Jimenez, Edwin 2017
Jimenez, Krvstal 2017
Jimenez, Perla 2017
Keefe, Tyler 2017
Kim, Nicholas 2017
Landeros, Mark 2017
Leal, Katherine 2017
Lee, Sharon 2017
Leun, Patrick 2017
Lieberman, Chris 2017
Limon, Derek 2017
Limon, Michael 2017
Lira, Ronald 2017
Loeoz, Ancelica 2017
Logan, Sujey 2017
Loya, Hunter 2017
Lozoya,Jacob 2017
Luian, Jeremiah 2017
Macias, Christopher 2017
Mahonev, Michael 2017
Mai,Kim 2017
Page 3 of 6
EXHIBIT 5
City Council 10 – 68 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Maldonado, Jose 2017
Maldonado, Sarah 2017
Markowski, Joseph 2017
Martinez, Joseph Jr. 2017
Martinez, Leticia 2017.
Martinez, Marco 2017
Martinez-Baraia, Jeffrey 2017
Matias, SantiaQo 2017
McCormick, Robert 2017
Medina, Martha 2017
Mendez, Oscar 2017
Mendoza, Armando 2017
Mendoza, Melissa 2017
Miller, Mason 2017
Moreno, Carlos 2017
Mork, Oswaldo 2017
Muro, Lorena 2017
Nakamura, John 2017
Navarrette, Bridgette 2017
Nauven,Johnnv 2017
Nguyen, Phu 2017
Norton, Shaina 2017
Oakeson, Christopher 2017
Olea, Omar 2017
Osorio, Jannet 2017
Osuna, Garrett 2017
Paiz, Patrick 2017
Parson, Rhvs 2017
Pendleton, Jennifer 2017
Perez, Elias 2017
Perez, Julian 2017
Pham, David 2017
Pinedo, Cassandra 2017
Quintanilla, Jessica 2017
Ramirez, Kevin 2017
Ramos, Albert 2017
Razon-Rodriguez, Cesar 2017
Reed,sean 2017
Regina, Maurizio 2017
Reichelt, Collin 2017
Reyes, Reynaldo 2017
Richards, Markiese 2017
Page 4 of 6
EXHIBIT 5
City Council 10 – 69 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Rico, Abraham 2017
Riley, Joshua 2017
Robles, Luis 2017
Robles, Manuel 2017
Rodriquez, Giselle 2017
Rojas, Rodriqo 2017
Rueda, Fortino 2017
Ruiz Ricky 2017
Salvador, Joshua 2017
Sanchez, Elias 2017
Santana, Dominic 2017
Santisteban, Jasmine 2017
Senda, Maria 2017
Sharp, Tyler 2017
Sierra, Tawny 2017
Sierra, Tawny 2017
Silva, Eduardo 2017
Solares, Marcos 2017
Son, Scott 2017
Sorinqfield, Beniamin 2017
Srisuwan, Paula 2017
Suarez, Cesar 2017
Surber, Timothy 2017
Tapia, Markus 2017
Taylor, Ashley 2017
Terpening, Christopher 2017
Thomas, Derek 2017
Tirado, Dalila 2017
Torres, Alonzo 2017
Torres, Enrique 2017
Torres, Karina 2017
Tran, Kevin 2017
Uribe, Alan 2017
Vasquez, David 2017
Vasquez, Karla 2017
Vasquez, Pedro 2017
Victorian, James 2017
Villanueva, Lucero 2017
Villanueva, Luis 2017
Villegas, Ernest 2017
Vizcairo, Bryan 2017
Voci, David 2017
Page 5 of 6
EXHIBIT 5
City Council 10 – 70 6/17/2025
I ' • I
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Watchfield, Corinne 2017
watkins, Samantha 2017
Williams, Trevor 2017
Workman, Jenna 2017
Worthan, Dean 2017
Wriqht, Rocio 2017
Zepeda, William 2017
Zimmerman, Myquel 2017
Page 6 of 6
EXHIBIT 5
City Council 10 – 71 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 381
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2018 Creation/ 3
Years
Govt Code/
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: ►le� �e-r/ �z�-�n..
Robert Rodriguez, Chief of Police
Police Department
am a Bogosian
Senior Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 11
EXHIBIT 5
City Council 10 – 72 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Abuhasna, Karla 2018
Ambriz, William 2018
Ambroso, Terence 2018
Ayers, Matthew 2018
Bacon, Ashley 2018
Baeza,Justin 2018
Ballew, Matthew 2018
Barahona, Kenia 2018
Barrera-Mendez, Viviana 2018
Barrett, Eric 2018
Bernal, Edsel 2018
Brangwin, Dennis 2018
Bravo, Veronica 2018
Bruning, Christopher 2018
Burrows, Kevin 2018
Campos-Morales, Dulce 2018
Carranza, Melanie 2018
Castillo, Brian 2018
Castillo, Juan 2018
Castillo, Melina 2018
Causey, Justin 2018
Chavez, Juan 2018
Chavez, Julio 2018
Chavoyo, Irvin 2018
Chriistner, Conner 2018
Cienfuegos, Grayson 2018
Cintas, Alan 2018
Cipolla, Michael 2018
Cisneros, Alejandro 2018
Cole, Kenneth 2018
Coleman, Javeli 2018
Cordova, Dunia 2018
Cortez, Roxanna 2018
Courette, Adrianna 2018
Dana, Dylan 2018
DauQhertv, Elissa 2018
Davalos, Jose 2018
Dav, Tristen 2018
De La Cruz, Dominador 2018
De La Puente, Valerie 2018
De La Torre, Ernesto 2018
Page 2 of 11
EXHIBIT 4
City Council 10 – 73 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
De Medeiros, Brandon 2018
De Paz, Alexy 2018
DeChanel, Jesiah 2018 DeLaPaz Ventura, Christopher 2018
DeVries, Eric 2018
Diamond, Kenneth 2018
Diaz, Alexander 2018
Diaz, Amanda 2018
Dominauez, Omar 2018
Dorantes, Nicolas 2018
Duarte, Brian 2018
Duran, Diana 2018
Duran�Hernandez, Javier 2018
Espinoza, Karen 2018
Espiritu, Luis 2018
Esqueda, Gabriela 2018
Estebane, Jessica 2018
Estrad, Angel 2018
Faciane, Azure 2018
Falconer, Roxanne 2018
Farrell, Emily 2018
Felix, Sarah 2018
Fernandez, Andy 2018
Fierros, Sara 2018
Figueroa, Jaime 2018
Fisher, Roman 2018
Flores, David 2018
Flores, Javier 2018
Forni, Hugo 2018
Foster, Adam 2018
Frazier, Dora 2018
Freel, Trevor 2018
Fregoso, Javier 2018
Freooso, Karime 2018
Fry, Aaron 2018
Gallardo, Saul 2018
Galvan, Karla 2018
Gandarilla, Frank 2018
Gandarilla, Frank 2018
Garcia, Mary 2018
Garcia, Maximiliano 2018
Page 3 of 11
EXHIBIT 4
City Council 10 – 74 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Garcia, Sandra 2018
Garcilazo, Daniel 2018
Garibay, Juan 2018
Gavilanes, Jose 2018
Gentile, Ryan 2018
Ghazantar, Masuda 2018
Gigena, Christopher 2018
Gilliam, Derek 2018
Ginn, Jamar 2018
Goetz, Trevor 2018
Gold, Timothy 2018
Gomez, Beatriz 2018
Gomez, Carlos 2018
Gomez, Nathalie 2018
Gomez, vanessa 2018
Gomez, Wendy 2018
Gonzales, Emily 2018
Gonzales, Marisa 2018
Gonzales, Michelle 2018
Gonzalez, Andrea 2018
Gonzalez, Breanna 2018
Gonzalez, Samuel 2018
Gonzalez, Zack 2018
Gonzalezs, Denny 2018
Gose, William 2018
Gowanni, Sara 2018
Greaoire, Zera 2018
Guanini, Daniel 2018
Guelde, Maria 2018
Guerra, Myriam 2018
Guerrero, Zirahuen 2018
Guibert, Sara 2018
Gutierrez, David 2018
Gutierrez, Roman 2018
Guzman, Crvstal 2018
Guzman, Kelly 2018
Guzman, Roxana 2018
Halev, Kyle 2018
Hardwick, Ryan 2018
Harris, Regina 2018
Hatcher, Kathleen 2018
Hatziefstratiou, Joana 2018
Page 4 of 11
EXHIBIT 4
City Council 10 – 75 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Henry, Tamera 2018
Hernandez, Alex 2018
Hernandez, Magaly 2018
Hernandez, Michelle 2018
Herrera, Kevin 2018
Herrera, Russell 2018
Hiltman, Magan 2018
Hizon, Jerie 2018
Holguin, Elizabeth 2018
Horn, Randall 2018
Huerta, Sergio 2018
Huiza r, Yvette 2018
Hunter, Ryan 2018
Hurtado, Manuel 2018
lgawa, Corey 2018
Infante, Jorge 2018
lsaaks, Alvssa 2018
lsquiero, Joel 2018
Jaimerena, Shelby 2018
Jakary, Christopher 2018
Jean, Nariya 2018
Jerrv, Darnell 2018
Jimenez, Jeanine 2018
Jimenez, Marcos 2018
Jimenez, Rodrigo 2018
Johnson, Anthony 2018
Johnson, Jarrvo 2018
Johnson, Scott 2018
Jordan, Jillian 2018
Kah, Sukai 2018
Kakkar, Geo 2018
Kasinger, Albert 2018
Kegerries, Walter 2018
Keller, Valarie 2018
Kelly, Danielle 2018
Kennedy, Aaron 2018
Kevorkian, Ilona 2018
Kirkpatrick, Julia 2018
Kirscher, Corev 2018
Kiss, Keri 2018
Kistler, Harlan 2018
Krause, Alisa 2018
Page 5 of 11
EXHIBIT 4
City Council 10 – 76 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Lam, Tommy 2018
Lambaren, Graciela 2018
Lambert, Jessica 2018
Lara, Sonia 2018
Latham, Bianca 2018
Lazara, Diana 2018
Lee, You Jin 2018
Leon, Maurisio 2018
Lewis, Jennifer 2018
Licona, Fernando 2018
Liddle, Ashley 2018
Lockhart, Sherkita 2018
Loepz, Alexander 2018
Lopez, Concepcion 2018
Lopez, Daniel 2018
Lopez, Frank 2018
Looez, Garv 2018
Lopez, Jaimie 2018
Looez,Joshua 2018
Lopez.Juan 2018
Lopez, Kenia 2018
Looez, Meaan 2018
Lukaske, Connor 2018
Luna, Francisco 2018
Luna, Rene 2018
Magan, Brian 2018
Maldonado, Janine 2018
Maldonado, Michael 2018
Manrique, Julio 2018
Manzano, Efrain 2018
Manzo, Christopher 2018
Martin, Jamie 2018
Marz, Lenora 2018
Mastel, Erci 2018
Mattes, Scott 2018
McGill, James 2018
Milbrat, Joseph 2018
Millan, Rubicelv 2018
Miramontes, Efrain 2018
Mireles, Joel 2018
Mirelli, Nicholas 2018
Montecino, Adam 2018
Page 6 of 11
EXHIBIT 4
City Council 10 – 77 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Montes, Kimberly 2018
Montiel, Alba 2018
Montoya, Sydney 2018
Moore, Emmanuel 2018
Mora, Juan 2018
Mora, Juan 2018
Morales, Erika 2018
Morales, Michael 2018
Moreno, Serena 2018
Moreno-Gomez, Yolando 2018
Moringlane, William 2018
Mota, Stephanie 2018
Mouanoutoua, ChuefonQ 2018
Moyao, Victor 2018
Munoz, Jasmin 2018
Munoz, Manuel 2018
Murillo, Gabriel 2018
Muro, Steve 2018
Narvaez, Daniel 2018
Nassar, Souheil 2018
Navarro, Gabriel 2018
Navarro, Jonathan 2018
Nepi, Raven 2018
Nguyen, Kevin 2018
Nguyen, Nathan 2018
Nguyen, Perry 2018
Nguyen, Thienkaha 2018
Nichols, Traci 2018
Nickerson, Garrett 2018
Norman, Janice 2018
Nunez-Gomez, Jenny 2018
Oates, Nicole 2018
O'Brien, James 2018
O'Brien, Kellv 2018
O'Campo, Danielle 2018
Ochoa, Jessica 2018
Ojeda, Jazmine 2018
Oliveros, Yesenia 2018
Orozco, Cesar 2018
Orozco, David 2018
Ortiz, Aleiandra 2018
Ortiz, Diana 2018
Page 7 of 11
EXHIBIT 4
City Council 10 – 78 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Ortiz, Sarah 2018
Oshea, Austin 2018
Otero, Michelle 2018
Packard, Kenneth 2018
Padilla, Jordan 2018
ParraCamacho, Bruno 2018
Partida, Erica 2018
Pepilone, Ronald 2018
Perella, Timothy 2018
Perez, Joseph 2018
Perez, Joseph 2018
Perez, Kandace 2018
Perez, Ricardo 2018
Pese, Christina 2018
Pham, Philip 2018
Pinedo, Kyle 2018
Pittman, Jennifer 2018
Plagata, Oliver 2018
Plascencia, Yanira 2018
Porras, Enrico 2018
Porter, Ethan 2018
Prado, Juliano 2018
Prado, Patricia 2018
Quintana, America 2018
Quintanilla, Jessica 2018
Ramirez, Erick 2018
Ramirez, Jose A. 2018
Ramirez, Julian 2018
Ramirez, Taylor 2018
Ramos, Alexander 2018
Ranael, Kevin 2018
Rawson, Tvler 2018
Raygoza, Abel 2018
Reese, Shannon 2018
Reidlino, Adam 2018
Reynoso, Jose 2018
Rezner, Lauren 2018
Rico, Gilberto 2018
Rieg, Brandon 2018
Rios, Manuel 2018
Rivera, Alexandra 2018
Robert, Nathan 2018
Page 8 of 11
EXHIBIT 4
City Council 10 – 79 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Robinson, Latoya 2018
Robledo, Daniel 2018
Robles, Corina 2018
Robles, Maria 2018
Rocheford, Mark 2018
Rodarte, Mario 2018
Rodia, Anthony 2018
Rodriquez, Cristian 2018
Rodriguez, Cristina 2018
Rodriguez, Danny 2018
Rodriquez, Debahni 2018
Rodriguez, Enrique 2018
Rodriguez, MaQdalena 2018
Romero, Sen:iio 2018
Roquemore, Keelonnie 2018
Rourke, Patrick 201 8
Ruelas, Mvrna 2018
Ruiz, Kevin 2018
Ruiz, Myrna 2018
Russell, Sue 2018
Ryann, Jessica 2018
Sakadiian, Pete 2018
Salgado, Viviana 2018
Sanchez, David 2018
Santana, Gerardo 2018
Santiago, Richard 2018
Santoyo, Rodrigo 2018
Saribekyan, Grir::iori 2018
Sarimiento, Matthew 2018
Saucedo, Joe 2018
Sellers, Deangelia 2018
Serrano, Erick 2018
Serrano, Vanessa 2018
Shahid, Sherry 2018
Siqala, Alfred 2018
Skinner, Michael 2018
Soto, Sadie 2018
Southby, Barry 2018
Stokes, Jared 2018
Stratton, Chase 2018
Straub, Nicole 2018
Tapia, Edwain 2018
Page 9 of 11
EXHIBIT 4
City Council 10 – 80 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Thede, Stacy 2018
Thurmond, Kaelvn 2018
Tinoco Robert 2018
Toliver, Portia 2018
Tolliver, Portia 2018
Torres, Jacob 2018
Torres, Kimberly 2018
Tran, Kevin 2018
Tran, Philppe 2018
Trejo, Maribel 2018
Trevino, Joseph 2018
Ulwelling, Monique 2018
Untiveros, Martin 2018
Uribe, Ana 2018
Valadez, Yvette 2018
Valdez, Anthonv 2018
Valenzuela, Sandra 2018
Vannatter, Fred 2018
Vargas, christopher 2018
Varaas, Noe 2018
Vasquez, Adrian 2018
Velasco, Guillermo 2018
Verduzco, Violetta 2018
Vestey, Laura 2018
Vicencio, Danielle 2018
Viera, Quelbin 2018
Villegas, Desiree 2018
Viramontes, Ruby 2018
Visaya, Cassandra 2018
Vison, Debra 2018
Vizoarra, Joel 2018
Vo, David 2018
Vonner, Camron 2018
Vu, Christopher 2018
Vuona, Vinh 2018
Wade, Jeremy 2018
Wade, Samantha 2018
Wagner, Evan 2018
Wallace, Sandra 2018
Weiskittel, Rebekah 2018
Wendlina, Hannah 2018
Wishon, Danielle 2018
Page 10 of 11
EXHIBIT 4
City Council 10 – 81 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Wojtowicz, Tvler 2018
Yi, Jay 2018
Zavaleta, Cecilia 2018
Zerba, Tonia 2018
Zuniga, Jose 2018
Page 11 of 11
EXHIBIT 4
City Council 10 – 82 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Employment records,
Records File evaluations, pay
changes,
commendations, etc.
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 52
Record Start Record Dates
Date I
Retention
Period
Termination of Jan-Dec 2017 employment/ 2
years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY: ,4-J Cr.J. .n--lf �/u�
,,__
Robert Rodriguez, Chief of Police
Police Department
Date
-am a Bogosian Date Q7!7/JC"
Seni r Assistant City Attorney--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------Signature
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 3
EXHIBIT 4
City Council 10 – 83 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Addington, Jacob 2017
Armenta, Karina 2017
Atkinson, Sandra 2017
Beach, Glenn 2017
Becerra, Jose 2017
Bell, Mark 2017
Bentacu, Rickv 2017
Boehringer, Tyler 2017
Casev, carol 2017
Caviness, Ebony 2017
Chavez, Joe 2017
Cornejo, Arnoldo 2017
Duaue, Christian 2017
Elizalde, Ernesto 2017
Esparza, Rosa 2017
Garcia, Frank 2017
Garcia, Gonzalo 2017
Garcia, Israel 2017
Gatto, Richard 2017
Geil, Ta}'lor 2017
Gonzales, Gloria 2017
Grace, Ron 2017
Grant, Oliver 2017
Guzman (Juarez),
Katherine 2017
Hernandez, Maria 2017
Humphrey, Donald 2017
Kerekavarto, Victor 2017
Le, Ken 2017
Lorenzana, Liiv 2017
Madden, Avshen 2017
Mathew, Craig 2017
Mejia, Yaritza 2017
Melendez, Sean 2017
Miller (Perrv), Michelle 2017
Molina, Gilbert 2017
Nogales, Rosemarie 2017
Obenshain, Michael 2017
Ortega, Elisa 2017
Pand, Jay VP 2017
Page 2 of 3
EXHIBIT 4
City Council 10 – 84 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
Perez, Robert 2017
Porciuncula (vasquez),
Martha 2017
Revere, Christopher 2017
Riley,John 2017
RodriQuez, Frances 2017
Romero, Carolina 2017
Schwacher, David 2017
Sheldon, Eric 2017
Silva Perez, Eduardo 2017
Tulanian, Amari 2017
Valdez Soto, Reynaldo 2017
Veaa, Mariel 2017
Zaragoza, Edward 2017
Page 3 of 3
EXHIBIT 4
City Council 10 – 85 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Record of background
Records File investigation
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 44
Record Start
Date I
Retention
Period
Termination of
employment/ 5
years
Record Dates
Jan-Dec 2018
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
a Bogosian
ior Assistant City Attorney
Date
Date
===================================================================
Records destroyed by: ___________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 3
EXHIBIT 4
City Council 10 – 86 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Addington, Rachel 2018
Aguirre, Martin 2018
Brown, Lourdes 2018
Cann, Lynn 2018
Carlson, Jeffrey 2018
Carrera, Kevin 2018
Castellanos, Nicole Kathleen 2018
Corral, Ana 2018
Daspit, Jonathan 2018
Diaz, Carolyn 2018
Diaz, Galen 2018
Duran, Jacqueline 2018
Eldridge, Deborah 2018
Flores, Patricia 2018
Franks, John 2018
Gama, Daisy 2018
Gudino, Javier 2018
Gutierrez, Martin 2018
Holly Swain, Margaret 2018
lneguez, Christopher 2018
Kinney (campuzano), Mary 2018
Laguisan, Adam 2018
Lewis, Brenda 2018
Longobardi, Donna 2018
Majors, Eric 2018
Nguyen, Anthony 2018
Oropeza Jr., Ray 2018
Pena, Barbara 2018
Perez, Ricardo 2018
Quiroz, Angelica 2018
Ramirez, Angel 2018
Rios, Kathleen 2018
Rodriguez, Andrew 2018
Rodriguez, Oscar 2018
Roman, Luis 2018
Ruiz, George 2018
Sanders, Randy 2018
Serrano, Maria 2018
Shin, Curtis 2018
Stafford, Cory 2018
Thompson, Kathleen 2018
Page 2 of 3
EXHIBIT 4
City Council 10 – 87 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
Van Es, Jeff 2018
Velasco, Teresa 2018
Votava-Rivera, Joann 2018
Page 3 of 3
EXHIBIT 4
City Council 10 – 88 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Employment records,
Records File evaluations, pay
changes,
commendations, etc.
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 61
Record Start Record Dates
Date I
Retention
Period
Termination of Jan-Dec 2018 employment / 2
years
------------------------------------------------------------------------------------------------------------------------------------
Robert Rodriguez, Chief of Police
Police Department
ian
ssistant City Attorney --------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ____________________ _ Print Name & Badge # Signature
Date of destruction: ________ _
Govt Code I
Authority
GC 34090
Once your records have been destroyed, return this form to the Records Manager and keep a copy of this
form for your files.
Page 1 of 3
EXHIBIT 4
City Council 10 – 89 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Addington, Rachel 2018
Aguayo, Francisco 2018
Aguirre, Martin 2018
Alfaro, Roger 2018
Atkinson, Brvan 2018
Avala, Claudia 2018
Berwanger, James 2018
Booker, Brian 2018
Brown, Lori 2018
Brown, Lourdes 2018
Cann, Lynn 2018
Carlson, Jeff 2018
Carrera, Kevin 2018
Castellanos, Kathleen 2018
Corral, Ana 2018
Daspit, Jonathan 2018
Diaz, Carolyn 2018
Diaz, Galen 2018
Duran, Jacoueline 2018
Eldridge, Deborah 2018
Fernandez, Michelle 2018
Flores, Patricia 2018
Franks, John 2018
Gama, Daisy 2018
Gudino, Javier 2018
Gutierrez, Martin 2018
Hartman, Kodie 2018
Hernandez, Valerie 2018
Holmes, Kim 2018
lneauez, Christopher 2018
Jiron, Dante 2018
Kinney (Campuzano),
Marv 2018
Laauisan, Adam 2018
Lewis, Brenda 2018
Longobardi, Donna 2018
Macias, Arlene 2018
Majors, Eric 2018
Nguyen, Anthony 2018
Nimmo, William 2018
Orooeza, Ray 2018
Page 2 of 3
EXHIBIT 4
City Council 10 – 90 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
Pena, Barbara 2018
Perez, Ricardo 2018
Price, Cameron 2018
Quiroz, Anaelica 2018
Ramirez, Angel 2018
Rios, Kathleen 2018
Rodriauez, Andrew 2018
Rodriguez, Oscar 2018
Roman, Luis 2018
Romero, Aide 2018
Saunders, Randy 2018
Serrano, Maria 2018
Shin, Curtis 2018
Stafford, Cory 2018
Stills,Nedka 2018
Swain, Margaret 2018
Thompson, Kathleen 2018
Van Es, Jeffrey 2018
Velasco, Teresa 2018
Votava�Rivera, Joann 2018
Ziemann, Rachel 2018
Page 3 of 3
EXHIBIT 4
City Council 10 – 91 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division •Name: POLICE DESELECTED & WITHDRAWAL SECTION
Record Record Record Description
Category Series
Applicant By Name Record of applicants not
Files selected
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 03/18/2025
Number of files to be destroyed: 411
Record Start Record Dates
Date I
Retention
Period
Date of Jan-Dec 2019 Creation/ 3
Years
Govt Code/
Authority
GC 34090
==================================================================
Robert Rodriguez, Chief of Police
Police Department
APPROVED BY:
ogosian
Assistant City Attorney
Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by: ___________ _
Print Name & Badge # Signature
Date of destruction: ----------
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 11
EXHIBIT 4
City Council 10 – 92 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
EMPLOYEE NAME Deselected, OMQ, Withdrawal Year
Ancheta, Alvaro 2019
Aziz, Amir 2019
Bahena, Manuel 2019
Banicki, Wendy 2019
Barr, Matthew 2019
Barreras, Giancarlo 2019
Beltran-Corona, Cesar 2019
Bretado, Luis 2019
Bustos, Jorge 2019
Cabrera, Javier 2019
Carter, Franklin 2019
Casas, Miguel 2019
Castillo, Brian 2019
Castillo, Ernesto 2019
Cavanaugh,Joseph 2019
Ceja, Enrique 2019
Centeno, Carlos 2019
Cerda, Roberto 2019
Chan.Shannon 2019
Chavarria, Oscar 2019
Chavez, Marisol 2019
Chavez, Oracio 2019
Chavez-Ascencion, Victor 2019
Cheek, Augusta 2019
Chico, Francisco 2019
Choi, Peter 2019
Choi, Samuel 2019
Ciatti, Joseph 2019
Colon, Bobby 2019
Combs, William 2019
Connor, Sean 2019
Contreras, Roberto 2019
Cordova, Noel 2019
Coria, Fernando 2019
Cortez, David 2019
Cortez, Jeremiah 2019
Covarrubias, Eric 2019
Crews, Gavin 2019
Cruz, Jeanette 2019
Cruz, Violeta 2019
Dadisho, Wilson 2019
Page 2 of 11
EXHIBIT 4
City Council 10 – 93 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Dang.John 2019
De St. Jean, Richard 2019
Deleon, Michael 2019
Delgado, Michael 2019
Delgado, Ruth 2019
Demontre, Reever 2019
Derakhshanian, Jon 2019
Devia, Chelsea 2019
Devot, Max 2019
Diaz, Jair 2019
Diaz, Jair 2019
Diaz, Jesus 2019
Diaz-Gomez, Reynaldo 2019
Dib, Mark 2019
Do, Danny 2019
Doan, Christopher 2019
Dolores-Starner, Maria 2019
Dominquez, Brvan 2019
Dominguez, Ivan 2019
Duarte, Sean 2019
Duhadway, Matthew 2019
Dunner, Pinchas 2019
Edwards, Charneka 2019
Elizarraraz, Oscar 2019
Erazo, Alex 2019
Escobedo, Ramon 2019
Espinoza, Alexander 2019
Espinoza, Wendy 2019
Estrada, Ernie 2019
Estrada, Mario 2019
Estrada, Tatiana 2019
Estrada, Zachary 2019
Farias, Miouel 2019
Fedele, Stephen 2019
Figueroa, Jaime 2019
Finch, Christopher J. 2019
Fines, Mark 2019
Flores, Christopher 2019
Flores, Eric 2019
Flores, Isaias 2019
Flores, Jonathan 2019
Flores, Joshua 2019
Page 3 of 11
EXHIBIT 4
City Council 10 – 94 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Flores, Khristopher 2019
Flores, Mark 2019
FonQ,Jason 2019
Fonseca, Ma rio 2019
Furniss, Dakota 2019
Fusco, Joseph 2019
Gaitan, Rooelio 2019
Galindo, Andrew 2019
Gamboa, Christian 2019
Garav, Endv 2019
Garcia, Alejandro 2019
Garcia, Ana 2019
Garcia, Andrew 2019
Garcia, Dina 2019
Garcia, Melissa 2019
Garcia, Yesica 2019
Garibaldi, Dolores 2019
Garza, Raymundo 2019
Ghattas, Nichole 2019
Gilbert, Kyle 2019
Gloria, Calvain 2019
Gomez, Cindy 2019
Gomez, Henry 2019
Gomez, Pablo 2019
Gonzales, Jesus 2019
Gonzales, Jose 2019
Gonzalez, Alfredo 2019
Gonzalez, Christian 2019
Gonzalez, Elizabeth 2019
Gonzalez, Ivan 2019
Gore, Nicholas 2019
Granados, Ernesto 2019
Grav, Sterling 2019
Guadian, Leonardo 2019
Guerrero, Cesar 2019
Guevara, Jesse 2019
Guibert, Sara 2019
Guillen, Eduardo 2019
Gurzi, Christopher 2019
Gutierrez, Daniel 2019
Guzman, Jeffrey 2019
Guzman, Pricilla 2019
Page 4 of 11
EXHIBIT 4
City Council 10 – 95 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
HaoeY, Blake 2019
Hallal, Nathan 2019
Harkless, Kevin 2019
Hart, Matthew 2019
Heimer, Lauren 2019
Helmy, John 2019
Henderson, Darlv 2019
Heng, Kim 2019
Henninger, Corey 2019
Henriauez, Juan 2019
Hernandez, Brandon 2019
Hernandez, Christopher 2019
Hernandez, Crvstal 2019
Hernandez, Johanna 2019
Hernandez, John 2019
Hernandez, Josue 2019
Hernandez, Juan 2019
Hernandez, Kalia 2019
Hill, Benjamin 2019
Hillis, Cory 2019
Hiltman, Magan 2019
Hinderliter, John 2019
Hofer, Jesse 2019
Horta, Jesse 2019
Huante, Susana 2019
Huerta, Arnulfo 2019
Huon, Khemaroth 2019
Huynh,Shannon 2019
Ibarra, Anthonv 2019
Iniguez, Nicholas 2019
Ito, Yesenia 2019
ltsoukor, Cornelius 2019
Jacinto, Hector 2019
Jacob, David 2019
Jacobo, Jimmv 2019
Jacobsen, Marcus 2019
Jafaui, Jahanyar 2019
James, Diana 2019
James, Thomas 2019
Jaramillo, Oscar 2019
Jensen, Kristoffer 2019
Jimenez, Anthony 2019
Page 5 of 11
EXHIBIT 4
City Council 10 – 96 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Jones, William 2019
KeJlev, Robert 2019
Khalai, Shayan 2019
Kies, Chris 2019
Knighton, John 2019
Kona, KinAIY 2019
Koontz, Samuel 2019
Krehbill, Travis 2019
Laauisan, Kapono 2019
Landeros, Mark 2019
Lares, Erik 2019
Larrea, Jordan 2019
Launer, Christopher 2019
Lawson, Jamita 2019
Le, Justin 2019
Le, Richard Hoana 2019
Lee, Matthew 2019
Lewis, Joshua 2019
Linares, Marco 2019
Linebauah, Zachariah 2019
Llovd, Nicholas 2019
Lodae,Luke 2019
Loepz, AnQel 2019
Looez, Brittanv 2019
Lopez,Jose 2019
Lopez, Richard 2019
Loza, Vidal 2019
Lozano, Rafael 2019
Lua Jr., Jesus 2019
Lujan, Ser(:tio 2019
Luna, Edoa 2019
Macias, Christopher 2019
Magallanes, Garina 2019
Maldonado, Felix 2019
Malkahassian, Ashot 2019
Manlev, Julio 2019
Manzo, Daniel 2019
Manzo, DeAngelo 2019
Manzo, Isabel 2019
Marquez, Jessica 2019
Marshall, James 2019
Martinez, Daisv 2019
Page 6 of 11
EXHIBIT 4
City Council 10 – 97 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Martinez, Jeffrev 2019
Martinez, Jeremy 2019
Martinez, Jose 2019
Martinez, Kimberly 2019
Martinez, Melissa 2019
Martinez, Rosalia 2019
May, Vandv 2019
Melaar, Jose 2019
Melaar, Mevnor 2019
Mendez, Eddie 2019
Mendez, Edward 2019
Mendez, Omar 2019
Mendoza, Nathan 2019
Mercado, Alexis 2019
Mercado, Quinten 2019
Miller, Stephen 2019
Mitchell, Adam 2019
Mollineda, David 2019
Monsiraiz, Angel 2019
Montross, Corev 2019
Montross, Corev 2019
Moore, Cade 2019
Morales, Mario 2019
Moreno, Odali 2019
Morris, Ellen 2019
Morrison, Vanessa 2019
Movao, Hugo 2019
Munoz, Angel 2019
Mvers, Landon 2019
Myers, Robert 2019
Nakawaki, Jasmin 2019
Naone, Eldon 2019
Nasiri, Joseoh 2019
Nava, Armando 2019
Nava, Crvstal 2019
Navarro, Mario 2019
Navarro, sergio 2019
Nelson, Scott 2019
Nguyen, Brian 2019
Nguyen, Da Quoc 2019
Nguyen, Kris 2019
Nguyen, Vincent 2019
Page 7 of 11
EXHIBIT 4
City Council 10 – 98 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Nolte, Bryan 2019
Norman, Andrew 2019
Novakoff, Brian 2019
O'Brien, Shawn 2019
Ogle, Shane 2019
Olivarez, Marisa 2019
Oropeza, Eric 2019
Ortiz, Adam 2019
Ortiz, Anissa 2019
Ortiz, Derek 2019
Ortiz, Luis 2019
Ozleplebici, Serkan 2019
Pacheco, Angel 2019
Panelli, Orlando 2019
Patanaittikul, Tanarak 2019
Patel, Yash 2019
Patrick, Jacob 2019
Patrick, Joshua 2019
Pe, Gilbert 2019
Peace, Abraham 2019
Pedraza, Kevin 2019
Perez, Caleb 2019
Perez, Fernando 2019
Perez, Henrv 2019
Perez, Maira 2019
Pham, Anthony 2019
Pham, Son 2019
Pierce, Robbie 2019
Piscarella, Eric 2019
Pope, Loren 2019
Porter, Cami 2019
Portillo, Andres 2019
Powell, Maroaret 2019
Preciado, Israel 2019
Preciado, Nayloni 2019
Preson, Jasem 2019
Pruner, Geoffrey 2019
Punchard, Robert 2019
Rabano, Bienvenido 2019
Ramirez, Elvira 2019
Ramirez, Jose 2019
Ramirez, Jose 2019
Page 8 of 11
EXHIBIT 4
City Council 10 – 99 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Ramirez, Jose 2019
Ramirez, Sabastian 2019
Ramos, Anissa 2019
Rasco, Howard 2019
Rav, Chrystal 2019
Rebollar, Eric 2019
Reguerin, Timothv 2019
Reves, Anthony 2019
Reyes, Luz 2019
Reves, Valentin 2019
Rezai, Rasa 2019
Rezaj, Rasa 2019
Richards, Cedric 2019
Richards, Joshua 2019
Rios-Vega, Jason 2019
Rivas, Carlos 2019
Rivera, Jovanny 2019
Rivera, Juan 2019
Roa, Makenna 2019
Robarge, Alan 2019
Robinson, Jamie 2019
Robles, EnriQue 2019
Rodriguez, Blanca 2019
Rodriguez, Dannv 2019
Rodriguez, Robert 2019
Rodriguez, Valentin 2019
Roeber, Trenton 2019
Rojas, Lar-ry 2019
Romero, Ruth 2019
Romo, Janet 2019
Rosales, Adolfo 2019
Rosenas, Mason 2019
Rothaar, Jon 2019
Rubio, Michael 2019
Ruelas, Efrain 2019
Ruelas, Jose 2019
Ruiz, Edgar 2019
Ruiz, Edgar 2019
Ruiz, Gustavo 2019
Ruvalcaba, Angel 2019
Ruvalcaba, Angelica 2019
Salazar, Saul 2019
Page 9 of 11
EXHIBIT 4
City Council 10 – 100 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Saldana, Fabian 2019
Sanchez, Avnel 2019
Sanchez, Elias 2019
Sanchez,Johan 2019
Sanders, Christopher 2019
Scott, Lacey 2019
Serena, Suzana 2019
Serna, Maria 2019
Serrao, Jake 2019
Serrato, Carissa 2019
Silva, Luis 2019
Sketch, Waller 2019
Skillings, Victor 2019
Skillman, Andrew 2019
Smestad, Marisa 2019
Song, Eugene 2019
Sotello, Jose 2019
Spears, Marie 2019
Stark, Reginald 2019
Suarez, Evelyn 2019
Sullivan, Nichola 2019
Tapia, Jesus 2019
Tenorio, Kyle 2019
Therien, Emilio 2019
Thoeurm, Sophinn 2019
Tirado, Mike 2019
Tiscarento, Naomi 2019
Torres, Jared 2019
Tran, Johnna 2019
Tsoi-a-sue, Daniel 2019
Tucker, Mark 2019
Turner, Griffin 2019
Turowski, Joshua 2019
Unkle, Keven 2019
Urtiaga, Karla 2019
Valdez, Revnaldo 2019
Valencia, Marina 2019
Valencia, William 2019
Van Doorenmaalen, Jud� 2019
Van, Linda 2019
Vargas, Israel 2019
Vasquesz, Steven 2019
Page 10 of 11
EXHIBIT 4
City Council 10 – 101 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE DESELECTED & WITHDRAWAL SECTION
Vasquez, Iris 2019
Vasquez, Lesley 2019
Verdin, Jose 2019
Vesq uez, Jose 2019
Vian, Eric 2019
Vidal, Sergio 2019
Vieyra, Adrian 2019
Villasenor, Saira 2019
Vinhelens, Michael 2019
Vizcarra, Rosa 2019
Walker, Brittney 2019
Wandel, Tiffany 2019
WeinberQ, Alex 2019
Welker, Trent 2019
Wellman, Paul 2019
West, Travis 2019
Whitehouse, Cynthia 2019
WhvnauQht, Andrew 2019
Wiist, Greoory 2019
Willis, Michael 2019
Winders, Jake 2019
Wold, Joshua 2019
Wu, Caleb 2019
Wveland, Antonio 2019
Xie, Ang 2019
Yappeli, Justin 2019
Yi, Edward 2019
Yong, Kevin 2019
YounQ, Frederick 2019
Zamora, Ashley 2019
Zamora, Brandon 2019
Zamora, Stephanie 2019
Zhtaryuk, Maksom 2019
Zunioa, Jennifer 2019
Page 11 of 11
EXHIBIT 4
City Council 10 – 102 6/17/2025
CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Record of background
Records File investigation
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 30
Record Start
Date I
Retention
Period
Termination of
employment/ 5
years
Record Dates
Jan-Dec 2019
Govt Code/
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY:
���
Robert Rodriguez, Chief of Police
Police Department
a Bogosian
r Assistant City Attorney
G_/4/ir Date
--------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------Signature
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 4
City Council 10 – 103 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE BACKGROUND FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Aguero, Claudia 2019
Ai, David 2019
AnAuiano, Lloralev 2019
Bell, Katelyn 2019
Branin, Andrew Tyler 2019
Carmona, Lindsey 2019
Clyde, Jo Ellen 2019
Esteves, Erik 2019
Evans.John 2019
Fajardo, Boris 2019
Greene, Eileen 2019
Heider, Heather 2019
Hernandez, Lindsey 2019
Hollan, Christina 2019
Huey, Michael 2019
Ibarra, Ruben 2019
Juarez, Teresa 2019
Judson, Michael 2019
Madrid, Evelyn 2019
Olive, Jesus 2019
Orozco, Maria 2019
Overmeyer, Camila 2019
Park, Daniel 2019
Rehman, Larissa 2019
Rojas, Sarah 2019
Semelsberger, Peter 2019
Sii, David 2019
Smith, Jeffrey 2019
Thielman, William 2019
Zambrano Jr., Miauel 2019
Page 2 of 2
EXHIBIT 4
City Council 10 – 104 6/17/2025
/ .CITY OF SANT A ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
Record Record Record Description
Category Series
Employee Personnel Employment records,
Records File evaluations, pay
changes,
commendations, etc.
Prepared by:
Name: Raul Garcia
Title: Human Resources Specialist
Date: 05/01/2025
Number of files to be destroyed: 29
Record Start Record Dates
Date I
Retention
Period
Termination of Jan-Dec 2019 employment / 2
years
Govt Code I
Authority
GC 34090
------------------------------------------------------------------------------------------------------------------------------------
CONSENT BY:
.47c�/J 2-<; 't'I
�� Robert Rodriguez, Chief of Police
Police Department
Date
Bogosian Dateb)fM/1<'(
Assistant City Attorney --------------------------------------------------------------------------------------------------------------------------------------
Records destroyed by:
Print Name & Badge #
Date of destruction: ----------Signature
Once your records have been destroyed, return this form to the Records Manager and
keep a copy of this form for your files.
Page 1 of 2
EXHIBIT 4
City Council 10 – 105 6/17/2025
CITY OF SANTA ANA
OBSOLETE RECORDS DESTRUCTION SCHEDULE
POLICE DEPARTMENT
Division Name: POLICE PERSONNEL FILE SECTION
EMPLOYEE NAME SEPARATION YEAR
Aguero, Claudia 2019
Ai, David 2019
Anguiano, Lloraley 2019
Bell, Katelyn 2019
Branin, Tyler 2019
Clyde, Jo Ellen 2019
Esteves, Erik 2019
Evans.John 2019
Fajardo, Frank 2019
Gonzales, Glady 2019
Greene, Eileen 2019
Heider, Heather 2019
Hernandez, Linsday 2019
Holland, Christina 2019
Juarez, Teresa 2019
Judson, Michael 2019
Kiss, Mark 2019
Madrid, Evelyn 2019
Olive, Jesus 2019
Orozco, Maria 2019
Overmeyer, Camila 2019
Park, Daniel 2019
Rehman, Larissa 2019
Rojas, Sarah 2019
Semelsberger, Peter 2019
Sii, David 2019
Smith, Jeffrey 2019
Thielman, William 2019
Zambrano Jr., Miguel 2019
Page 2 of 2
EXHIBIT 4
City Council 10 – 106 6/17/2025
Community Development Agency
www.santa-ana.org/cd
Item # 11
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Substance Abuse Coordination Services for Drug Detoxification and
Rehabilitation Treatment
AGENDA TITLE
Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse
Coordination Services for Individuals Experiencing Substance Use Disorders (SUD) in
Santa Ana (Non-General Fund)
RECOMMENDED ACTION
Approve an agreement with Kingdom Causes, Inc. dba City Net to provide substance
abuse coordination services in the amount of $500,000 paid utilizing the City’s Opioid
Settlement Fund, for a six-month term with two optional six-month renewals.
(Agreement No. A-2025-XXX)
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
Substance abuse and addiction remain among the most significant factors contributing
to on-going and chronic homelessness in the City. The city’s outreach and engagement
contractor as well as the Santa Ana Police Department (SAPD) (the “Outreach Team”)
have observed through their vast outreach encounters that individuals with untreated
addiction often face family disruptions, loss of employment, and financial difficulties,
leading to homelessness and untreated addiction, which generally makes attempts to
secure steady employment, housing, and even medical attention almost impossible
leading to a cycle of on-going homelessness. The Outreach Team has also identified
and reported fears over suffering drug detox symptoms during shelter stays as the
number one reason for individuals refusing to accept shelter placements and service
assistance.
Currently, the waiting list for placement of individuals seeking treatment for substance
use disorder is anywhere from three (3) weeks to six (6) months, depending upon
individual circumstances, individual medical plans, and bed availability at treatment
centers throughout Southern California. These delays often lead to missed intervention
windows and opportunities for providing a pathway to breaking the cycle of addiction
and homelessness. Staff is proposing a pilot program to supplement the many
significant on-going efforts by the City to address chronic homelessness through
offering those individuals wishing to end their drug dependency, a timely and
expeditious pathway to permanent recovery and long-term housing.
City Council 11 – 1 6/17/2025
Substance Abuse Coordination Services for Drug Detoxification and Rehabilitation
Treatment
June 17, 2025
Page 2
5
1
0
1
Utilizing funds from the Opioid Settlement Fund, it is recommended that the City enter
into a service agreement with City Net for direct referrals for individuals with ties to the
City of Santa Ana, into detox, treatment, and sober living programs to start individuals
on their journey to sobriety. City Net will provide two certified Drug and Alcohol
Counselor Case Managers (DACCM) for engaging with clients struggling with
substance abuse and assessing for any co-occurring mental health conditions through
the Screening Brief and Referral to Treatment (SBIRT) assessment. Following the
SBIRT assessment, individuals with high-risk substance use or possible SUD will be
referred to specialty care. If clients are not already enrolled with a managed care
provider (MCP), under this pilot program, opioid settlement funds will be used to pay for
immediate entry into substance use detox and/or treatment facilities until MCP
enrollment is achieved and payment can be transferred to Medi-Cal.
City Net will also be tasked to secure bed spaces for clients in need of substance abuse
rehabilitation. To accomplish this requirement, City Net will enter into agreements with
no less than four (4) different Rehabilitation and Substance Abuse Services providers to
secure beds for Santa Ana clients to immediately enter substance abuse services. The
City’s current contract with City Net provides a trauma informed, non-law enforcement,
homeless outreach and engagement resource, known as SMART (Santa Ana’s Multi-
Disciplinary Homeless Response Team). City Net responds to reports of non-criminal
homeless-related activity identified through the MySantaAna app, the community call
line, priority calls from City staff, and transfers from SAPD dispatch. Case Managers
additionally provide in-reach services in the City jail and provide case management
services for individuals on the streets enrolled in their program. Outreach workers will
continue to transport individuals to shelters, treatment facilities, appointments, and
services.
As outlined above, the proposed pilot program will provide immediate access to detox,
treatment, and sober living for individuals experiencing homelessness with substance
use disorders. It will utilize direct referral pathways to bypass standard waitlists and
insurance delays and provide access to wraparound case management that supports
clients throughout the treatment process and into permanent recovery and stable
housing.
Opioid Fund Background
In 1996, Purdue Pharma introduced OxyContin, marketing it as a revolutionary, long-
lasting pain killer with a low risk of addiction. Their claim was later proven to be false.
During the late 1990s through the 2000s, Purdue utilized doctors, influenced by
aggressive marketing and reassurances from pharmaceutical companies, to over
prescribe opioids at unprecedented rates. Addiction rates soared and the Opioid Crisis
began. In 2007, Purdue plead guilty to misleading the public about OxyContin’s
addictiveness, agreeing to pay its first fine of $634 million dollars. This fine did not slow
the effects of the crisis, as prescription drugs became harder to obtain, which forced
addicts to turn to Heroin and Fentanyl; and overdose deaths skyrocketed. As of 2025, a
global settlement with Purdue Pharma, as well as pharmacies, now totals over $54
Billion to be paid out over 18 years commencing in 2022.
City Council 11 – 2 6/17/2025
Substance Abuse Coordination Services for Drug Detoxification and Rehabilitation
Treatment
June 17, 2025
Page 3
5
1
0
1
Opioid settlement funds (OSF) are monitored for compliance by the Department of
Health Care Services (DHCS). The California Opioid Settlement Funds are allocated
through three (3) funds: California Abatement Accounts Fund, California Subdivision
Fund, and the California State fund. The California Abatement Accounts Fund is
allocated to all participating cities and counties.
The City of Santa Ana is currently in receipt of a portion of its Opioid settlement funds
and proposes to utilize these funds to secure Medically Assisted Detoxification,
Residential Drug Rehabilitation, Inpatient Rehab, and Partial Hospitalization Program
beds.
Following the successful completion of a client’s medical portion on their SUD treatment
journey, they will be case managed to ensure their ongoing access to medication,
therapy, step down treatment services, and recovery housing through CalOptima and
the Cal-Aim Program. Additionally, through the use of previously authorized funding,
City Net will connect clients to ongoing sober living placements and provide short term
rental assistance.
Competitive Bidding Process Exemption
Based on SAMC Section 2-807 (Non-Bid Purchases), the Purchasing Supervisor may
exempt an item from the competitive bidding process, with ultimate approval by the City
Council, if the Purchasing Supervisor determines the solicitation for bids would for any
reason be an Idle Act.
The Purchasing Supervisor, when determining if this procurement is exempt, has
reviewed the following information:
1. An RFP was recently evaluated for Outreach and Engagement Services between
three vendors (RFP No. 24-079A). Within the evaluated proposals, Substance
Abuse Counseling and Transportation Services were specifically evaluated as part
of those proposals. City Net was awarded the overall contract.
2. The total contract expenditure is expected to be broken down into four (4)
components:
a. Labor
i. Charges for Labor specifically assigned to this program will account
for approximately 11% of the total contract amount.
ii. A review of labor charges between all vendors that submitted for the
original contract varied between 10.84% and 11.51%, or an overall
variance of .67% of the total contract amount.
iii. A variance of .67%, varied from highest bidder to lowest bidder, is
approximately $3,300 of the total contract amount, which was viewed
as a diminutive amount within the total scope of the contract.
b. Client Services
i. Client Services are made up of the total amount expected to be paid
to service providers for bed space, which is expected to be
approximately $405,000, which is 81% of the total contract amount.
City Council 11 – 3 6/17/2025
Substance Abuse Coordination Services for Drug Detoxification and Rehabilitation
Treatment
June 17, 2025
Page 4
5
1
0
1
ii. Any Outreach and Engagement contractor would be forced to pay
the exact same rates for these services at the various substance
abuse treatment centers.
iii. Therefore, no outreach provider would be in a position to offer any
better rates than any other.
c. Operations and Program
i. Each program would be subject to a financial audit as well as
necessitate the need for Liability as well as Workers Compensation
Insurance. These rates are flat across the industry.
1. The amount spent on a financial audit is generally tied to the
specific amount being audited. As each entity would be
receiving the same amount, the cost for the financial audit
would be same.
2. Workers Compensation Insurance is tied to the number of
employees assigned to the program and, this too, would be
the same no matter the vendor selected and is generally an
industry standard rate based on wages paid. As the total labor
separation between the highest bidder and lowest bidder
would be tied to the 0.67% difference in labor costs, the
difference is again diminutive.
d. Indirect Costs
i. Per 2 CFR 2000 414-11, de minimus rates are established for non-
Federal entities who do not have negotiated Indirect Costs Rate. This
fee is charged at a rate of 15% to offset expenses incurred by the
organization but not billable as direct project expenditures.
ii. The City has negotiated a 10% Indirect Costs Rate with the awarded
Vendor.
iii. Each entity that submitted for the RFP process charges the exact
same 10% rate, making this too exactly the same cost across all
three vendors.
3. Based on the total labor disparity of 0.67%, as well as virtually no cost differences
in Client Services, Operations, and Program, as well as Indirect Costs, the
Purchasing Supervisor determined the award of the contract falls under SAMC
Section 2-807 (Non-Bid Purchases), is exempt, and has further concluded that
soliciting for bids would be an Idle Act.
FISCAL IMPACT
To date, the city has received $4,972,396, of the projected funds. The Santa Ana City
Manager’s Office is designated to receive and oversee the City’s OSF. Funding is
available in the current FY2024-25 budget.
Fiscal
Year
Accounting
Unit-Account
Fund
Description
Accounting Unit,
Account Description
Amount
FY 24-25 11103010-
62300
Opioid
Remediation
OPIOID REMEDIATION –
CMO – Contract Services $500,000
City Council 11 – 4 6/17/2025
Substance Abuse Coordination Services for Drug Detoxification and Rehabilitation
Treatment
June 17, 2025
Page 5
5
1
0
1
Total $500,000
Any remaining balances not expended at the end of the fiscal year will be presented to
City Council for approval of carryovers for FY25-26.
EXHIBIT(S)
1. Agreement for Substance Abuse Coordination Services with City Net
Submitted By: Michael L. Garcia, Executive Director, Community Development Agency
Approved By: Alvaro Nuñez, City Manager
City Council 11 – 5 6/17/2025
AGREEMENT FOR SUBSTANCE ABUSE CO ORDINATION SERVICES BETWEEN
KINGDOM CAUSES, INC. DBA CITY NET AND
CITY OF SANT A ANA
THIS AGREEMENT is made and entered into on this 17th day of June, 2025 by and between
Kingdom Causes, Inc. dba City Net, a California nonprofit corporation ("Consultant"), and the
City of Santa Ana, a cha11er city and municipal corporation organized and existing under the
Constitution and laws of the State of California ("City"). Consultant and City shall be refened to
collectively as "Parties" and individually as "Party."
RECITALS
A.The City desires to retain a Consultant having special skill and knowledge in the field of
substance abuse coordination services, including engaging with local detox, treatment, and
sober living programs to assist individuals experiencing substance abuse disorders to
enable drug detoxification, facilitate drug rehabilitation treatment, and find long-te1m
housing to support individuals in sob1iety.
B.Consultant represents that it is able and willing to provide such services to the City.
C.In undertaking the performance of this Agreement, Consultant represents that 1t 1s
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set fo11h, the Parties agree as follows:
1.SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services -Exhibit A,
attached hereto and incorporated by reference.
2.SETTLEMENT FUNDING/OBLIGATIONS
Consultant acknowledges the funding for this Agreement originates from the National
Opioid Settlements (https://oag .ca.gov/opioids ), and more specifically the Stipulated Judgment
and Settlement Agreement entered in the case titled The People of the State of California v.
Walmart, Inc., Superior Court of the State of California, County of Sacramento Case No.
23CV0 13542, which can be found at https://oag.ca.gov/systern/files/media/walmart-judgment.pdf
("Walmart Settlement"). Further, the State of California and counsel representing a group of cities
and counties reached an agreement on the allocation ofrecoveries that California receives pursuant
to the national opioid settlements, including the Walmart Settlement which can be found at
https:/ I oag. ca. gov/ systern/files/media/final-walmart-allocation-agreement. pdf ("Cali fom ia State
Subdivision Agreement"). Consultant agrees to be bound by any obligations contained in the
Page 1 of9
#2048015v l
EXHIBIT 1
City Council 11 – 6 6/17/2025
Walmart Settlement and California State Subdivision Agreement that affects funding under this
Agreement.
3.COMPENSATION
a.City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation -Exhibit B. The total amount
to be expended during the term of this Agreement shall not exceed $500,000.
b.Payment by City shall be made within forty-five ( 45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. City and
Consultant agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Consultant agrees to execute the
City's standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Consultant's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
4.TERM
This Agreement shall commence on the date first written above for a six (6) month term
with the option for the City to grant up to a two 6-month renewals, exercisable by a writing by the
City Manager and the City Attorney, unless te1minated earlier in accordance with Section 16,
below.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be constmed to be an
independent Consultant and not an employee of the City. This Agreement is not intended nor shall
it be constmed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
perfo1ms the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6.OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
Page 2 of9
#2048015vl
EXHIBIT 1
City Council 11 – 7 6/17/2025
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and wairnnts that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
7.INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require any subcontractors to obtain and maintain insurance as described below for the
entire Term of this Agreement against claims for injuries to persons or damage to property which
may arise from or in connection with services, products and materials supplied to City. Total cost
of such insurance shall be borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
1.Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
$2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met
with primary and umbrella/excess insurance policies.
2.Automobile Liability: Insurance Services Office Form Number CA 00 01 covering any
auto (Code 1 ), with limits no less than $1,000,000 combined single limits. In the event the
Consultant does not maintain commercial automobile liability insurance, City will accept
evidence of personal automobile insurance.
3.Sexual Abuse or Molestation Liability (SAML): If the CGL policy referenced above
is not endorsed to include affirmative coverage for sexual abuse or molestation, Consultant
shall obtain and maintain a policy covering Sexual Abuse and Molestation with a limit of
no less than $1,000,000 per occurrence or claim.
4.Workers' Compensation: as required by the State of California, with Statutory Limits,
and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for
bodily injury or disease. Coverage is not required if Consultant has no employees and signs
request to waive such insurance.
5.Professional Liability (Errors and Omissions): with limits no less than $1,000,000
per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements for
each line of coverage shown above, City requires and shall be entitled to the broader coverage
and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of
the specified minimum limits of insurance and coverage shall be available to City.
Page 3 of9
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EXHIBIT 1
City Council 11 – 8 6/17/2025
Other Insurance Provisions The above required insurance policies are to contain, or be endorsed to contain, the following
prov1s10ns:
1.City, its City Council, its officers, officials, employees, agents, and volunteers are to be
covered as additional insureds, under Consultant's CGL, Professional Liability, and
Automobile Liability policies, with respect to any liability arising out of work or operations
perfo1med by or on behalf of the Consultant including materials, paits, equipment, and
personnel furnished in connection with such work or operations.
2.Consultant's Insurance company(ies) agrees to waive all rights of subrogation against City,
its City Council, its officers, officials, employees, agents, and volunteers for losses paid
under the te1ms of any policy which arise from work performed by Consultant under this
Agreement.
3.For any claims related to this Agreement, Consultant's insurance coverage shall be primary
and any insurance maintained by City, its City Council, its officers, officials, employees,
agents, or volunteers shall not contribute with it.
4.A severability of interest provision must apply for all the additional insureds, ensuring that
Consultant's insurance shall apply separately to each insured against whom a claim is made
or suit is brought, except with respect to the insurer's limits of liability.
5.Insurance policies required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or
materially changed except after thirty (30) days prior written notice has been given to City.
Ten ( I 0) days prior written notice shall be provided to City for policy cancellation or non
renewal due to non-payment of premium.
6.Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,
Attention: Executive Director, Community Development Agency, 20 Civic Center Plaza,
M-30, Santa Ana, CA 92701. The name and location of project must be included in the
Description of Operations section of each ce1tificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the
Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses
and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California
with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required
amendatory endorsements (or copies of the applicable policy language effecting coverage required
by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all
policy endorsements before work begins. However, failure to obtain the required documents prior
to the work beginning shall not waive the Consultant's obligation to provide them. The City
reserves the right to require complete, certified copies of all required insurance policies, including
Page 4 of9
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EXHIBIT 1
City Council 11 – 9 6/17/2025
endorsements required by these specifications, at any time.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the
risk, prior experience, insurer, coverage, or other special circumstances.
8.INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the te1ms of or effects arising from this Agreement. This indemnity and
hold ha1mless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third patty
challenging the validity of this Agreement, or asse1ting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or prope1ty rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9.INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
10.RECORDS
Consultant shall keep records and invoices in connection with the work to be perfo1med
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
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EXHIBIT 1
City Council 11 – 10 6/17/2025
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
11.CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
fmther agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either Party by any subsidiary and/or agent of the other Party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
info1mation that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; ( c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
12.CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13.NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
infotmation, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the rectuitment, selection, teaching, training, utilization,
promotion, tetmination or other employment related activities or any services provided under this
Agreement. Consultant affitms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
14.EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the Parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrnment
signed by the City and by an authorized representative of Consultant. The Parties agree that any
terms or conditions of any purchase order or other insttument that are inconsistent with, or in
addition to, the te1ms and conditions hereof, shall not bind or obligate Consultant or the City. Each
Party to this Agreement acknowledges that no representations, inducements, promises or
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EXHIBIT 1
City Council 11 – 11 6/17/2025
agreements, orally or otherwise, have been made by any Party, or anyone acting on behalf of any
Party, which is not embodied herein.
15.ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Consultants retained by City.
16.TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a.As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b.Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17.WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the Party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18.JURISDICTION -VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both Parties fmther agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19.PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
Page 7 of 9
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EXHIBIT 1
City Council 11 – 12 6/17/2025
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20.NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714-647-6956
With courtesy copies to:
Executive Director,
Community Development Agency
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
Attn: Brad Fieldhouse, CEO
Kingdom Causes, Inc. dba City Net
4508 Atlantic Ave., Ste. 292
Long Beach, CA, 90807
With copy to: Contracts@citynet.org
A Party may change its address by giving notice in writing to the other Party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set fo1th on the transmission repo1t issued by the
transmitting facsimile machine, addressed as set fo1th above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
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EXHIBIT 1
City Council 11 – 13 6/17/2025
21.MISCELLANEOUS PROVISIONS
a.Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective Parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b.All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement the date and year first
above written.
ATTEST:
Jennifer L. Hall
City Clerk
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
nxe,/&, cln {)j; 1/4'<-� -1i__f!L,
Andrea Garcia-Miller
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
� Michael Garcia
Executive Director,
Community Development Agency
#2048015vl
CITY OF SANTA ANA
Alvaro Nunez
City Manager
CONSULTANT: Bradley
•ldho
use
Digitally signed
by Bradley
Fieldhouse
Date: 2025.05.08
18:53:00 -07'00'
Page 9 of9
EXHIBIT 1
City Council 11 – 14 6/17/2025
EXHIBIT A
SCOPE OF SERVICES
EXHIBIT 1
City Council 11 – 15 6/17/2025
City Net
Scope of Work
Substance Abuse Coordination Services
Program Overview: City Net will engage with local detox, treatment, and sober living
programs to facilitate a Memorandum of Understanding (MOU) to refer clients with ties to
the city of Santa Ana to substance abuse programs. The SMART program will provide a team
of two drug and alcohol counselors to engage and assist clients experiencing substance
abuse disorders to detox, treatment, and long-term housing to support the client on their
journey to sobriety.
Outreach and Engagement: City Net will assign two certified drug and alcohol counselor
case managers {DACCMs) to engage with clients who are struggling with substance abuse.
Outreach and engagement efforts focus on attending to the clients' immediate needs of
safety, food, hydration to build trust and rapport and a foundation with the client. Once trust
is established, the DACCMs will work collaboratively with the client to create a treatment plan
that will support the client through detox, treatment, and housing.
Drug and Alcohol Assessment: DACCMs will identify problematic use of substances, reduce
excessive use of substances, and determine the severity of the substance use disorder,
physical health status and any co-occurring mental health conditions that may be affecting
the client through the Screening Brief Intervention and Referral to Treatment (SBIRT)
assessment. The SBIRT Assessment is an evidence-based tool that screens for all types of
substance use, not just substance dependence, and provides an individualized treatment
plan addressing the unique needs of each client.
7.Screening: Universal screening using a brief, validated questionnaire to determine the use
and severity of alcohol, illicit drug and prescription drug use to inform the level of
appropriate intervention. No blood or urine test is administered.
2.Brief Intervention: Brief motivational and awareness-raising intervention given to those
who substance use is putting their health and well-being at risk. This can take between 5-
30 minutes depending on the level of client engagement and is provided onsite following
the screening.
3.Referral to Treatment: Referral to specialty care for clients with high-risk substance use
and/or a possible substance use disorder. The DACCM assists clients with accessing
specialized treatment, selecting a treatment facility, and obtaining insurance
authorizations when necessary. After a referral is made, follow-up phone calls with the
patient or treatment staff are part of the collaboration to ensure care.
Clients are also asked about medical insurance and DACCMs verify their enrollment status
with the Managed Care Plan Provider. MCP enrollment will qualify clients for future housing
services and placement in Drug and Alcohol treatment programs. If clients are not enrolled
with an MCP, the Opioid Settlement contract will pay for immediate entry into substance use
PO Box: 4508 Atlantic Avenue, Suite 292, Long Beach, CA 90807 I www.citynet.org
EIN: 57-1162424
EXHIBIT 1
City Council 11 – 16 6/17/2025
detox and/or treatment
enrollment is achieved and
Medi-Cal.
City Net
facilities until MCP
payment is transferred to
Medical Detox Placement: When appropriate, clients will be referred to withdrawal
management at a treatment facility. Withdrawal management is a non-medical supervised
detox with an average stay of seven days. On admission, clients are medically screened,
receive a physical examination, and are evaluated for taper, support, and psychiatric
medications to ensure withdrawals are completed with minimal symptoms. Clients who are
struggling with alcohol or in need of medical detox will be referred to as facilities that are
able to provide a safe space for medically assisted detox. DACCMs will provide these facilities
with their contact information and help facility staff create a discharge plan for a longer-term
treatment program once the client completes detox. DACCMs may also support the clients'
completion of treatment through phone call support during the process as allowed by the
facility's policy.
Long-Term Treatment Program: Once the client safely detoxes or is ready to commit to a
long-term treatment program, City Net's DACCMs will work with local treatment centers to
place clients for long-term care. These centers aim to help client achieve and maintain
lasting substance use disorder recovery through therapy, counseling, lifestyle changes, life
skills, education and relapse support. DACCMs will provide the treatment programs with
their contact information and work collaboratively with the client and staff to create a plan
for aftercare and continued support once the client graduates from the program, when the
facility policy allows. Ideally, the client will be connected to the CalAIM Community Supports
Housing Trio program while still in treatment to begin the housing navigation process.
Treatment Centers:
l.Pheonix House: 7-day non-medical withdrawal detox center with 30-90 day in-patient
treatment program.
2.Lighthouse: 3-10 day non-medical or medically assisted detox (MAT), 30-90 day in
patient treatment program.
3.Cornerstone: 3-10 day non-medical or medically assisted detox (MAT), 30-90 day in
patient treatment program.
PO Box: 4508 Atlantic Avenue, Suite 292, Long Beach, CA 90807 I www .citynet.org
EIN: 57-1162424
EXHIBIT 1
City Council 11 – 17 6/17/2025
EXIDBIT B
COMPENSATION
EXHIBIT 1
City Council 11 – 18 6/17/2025
® City Net
Santa Ana Substance Ab use Tre a tment Ser vices
case managers, plus suppor t staff with client services
Labor
Est. Full Est
Title/Role Des er iption Comp Hrs/wk Wks FTE TOTAL
Regional Program Project compliance with management, operations and public safety standards $68.64 1.50 52 0.04 $5,353.92
Director
Case Manager II Outreach, engagement, case mgt, supportive services $41.46 16 52 1.00 $34,494.72
Finance and Billing Client Services, Project fund management, Project Payroll,Finance reporting, billing $54.55 2 52 0.05 $5,673.20
Labor Subtotal: 1.09 $45,521.84
Oient Services
Item Description . TOTAL
Treatment Fees for detox and substance abuse treatment $405,471.40
Client Services Subtotal: $405,471.40
Operations and Program .
Materials and Supplies Financial audit $456. 75
Materials and Supplies Liability Insurance and Worker's Comp Insurance $3,095.46
Operations and Program Subtotal: $3,552.21
Indirect Costs
Category Description TOTAL
De minim is rate for non-Per 2 CFR 200.414-11, de minim is rate established for non-Federal entities who do not have negotiated Indirect Cost $45,454.55
federal entity Rate. This fee is charged at a rate of 10% to offset expenses incurred by the organization but not billable as direct
oroiect exoenses.
Indirect subtotal: $45,454.55
Project TOTAL $500,000.00
Notes: Rates current as of 2/7 /25 and valid for 90 days from this date. Annual renewal would require review of rates for rents, materials and supplies plus labor COLA
tied to local consumer price index. New contracts require 90-day startup time and 20% advance payment. Advance payment will be credited proportionately on each
monthlv invoice.
4/16/25
matt@citynet.org
EXHIBIT 1
City Council 11 – 19 6/17/2025
Finance and Management Services
www.santa-ana.org/finance
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Armored Transport Services
AGENDA TITLE
Agreement with Fortress Armored Services Company for Armored Transport Services
(Specification No. 25-041) (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Fortress Armored Services
Company to provide armored transport services in an amount not to exceed $104,973,
for a term beginning July 1, 2025 and expiring June 30, 2028, with provisions for two (2),
1-year extensions (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Treasury and Customer Services Division (“TCS”) of the Finance and Management
Services Agency (“FMSA”) is responsible for the secure collection, storage, and
distribution of City monies, including checks, cash, coins, and other financial items. As
such, the City has ongoing needs for armored transportation services to collect treasury
items for transit and deposit into the City’s banking facility. Presently, the City utilizes an
armored vehicle service for picking up and delivering bank deposits at two city locations:
City Hall and the Santa Ana Zoo.
The City’s current agreement with its armored transport providers expires June 30, 2025.
To enhance customer service and improve transport reliability, staff initiated a competitive
bidding process. Request for Proposals (RFP) No. 25-041 was issued on March 11, 2025,
on the City’s online bid management and publication system. A summary of vendor
participation and results is as follows:
14 Vendors Notified
0 Santa Ana Vendors Notified
6 Vendors Downloaded the RFP Packet
1 Responsive Proposal Received
0 Proposals Received from Santa Ana Vendors
City Council 12 – 1 6/17/2025
Armored Transport Services
June 17, 2025
Page 2
5
0
9
7
Proposals were solicited, opened on April 10, 2025, and evaluated. One (1) proposal was
submitted by the RFP deadline, was determined to be responsive to the specifications,
and met the City’s requirements. An evaluation committee reviewed the responsive
proposal and rated it according to the criteria listed in the RFP.
Staff recommends awarding an agreement to the only proposer, Fortress Armored
Services Company (“Fortress”) (Exhibit 1). The proposal submitted by Fortress was found
to meet the City’s needs, offer the best value, and is appropriate for the services
requested. Fortress possesses a strong background and experience, understanding of
the scope of work, and value added customer service. A contingency of $9,540 has been
included to account for unexpected pickups that may occur throughout the year. This
amount also provides flexibility in the event that armored transport services are needed
at additional City facilities in the future.
Local Outreach Efforts
The Purchasing Division advertised this project on the City’s online bid management and
publication system, which directly notified zero Santa Ana vendors, as there are no
armored transportation service providers located in Santa Ana. As a result, six (6) vendors
downloaded the RFP packet and one (1) submitted a bid for consideration.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is included in the proposed FY 2025-26 budget and funding for subsequent fiscal
years will be incorporated into future proposed budgets for City Council consideration.
Fiscal
Year
Accounting Unit
– Acct #
Fund
Description
Accounting
Unit, Acct
Description
Amount
Three-Year Base Term
2025-26 01110130-62300 General
Fund
Contact Services
Professional $19,382
2026-27 01110130-62300 General
Fund
Contract Services
Professional $20,163
2027-28 01110130-62300 General
Fund
Contract Services
Professional $20,955
Optional Two-Year Extensions
2028-29 01110130-62300 General
Fund
Contract Services
Professional $21,802
2029-30 01110130-62300 General
Fund
Contract Services
Professional $22,671
Grand Total $104,973
City Council 12 – 2 6/17/2025
Armored Transport Services
June 17, 2025
Page 3
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0
9
7
EXHIBIT(S)
1. Consultant Agreement with Fortress
2. RFP 25-041
Submitted By: Alex Trinidad, Acting Executive Director, Finance and Management
Services Agency
Approved By: Alvaro Nuñez, City Manager
City Council 12 – 3 6/17/2025
EXHIBIT 1
City Council 12 – 4 6/17/2025
City Council 12 – 5 6/17/2025
City Council 12 – 6 6/17/2025
City Council 12 – 7 6/17/2025
City Council 12 – 8 6/17/2025
City Council 12 – 9 6/17/2025
City Council 12 – 10 6/17/2025
City Council 12 – 11 6/17/2025
City Council 12 – 12 6/17/2025
City Council 12 – 13 6/17/2025
City Council 12 – 14 6/17/2025
City Council 12 – 15 6/17/2025
City Council 12 – 16 6/17/2025
City Council 12 – 17 6/17/2025
City Council 12 – 18 6/17/2025
REQUEST FOR PROPOSALS NO. 25-041
FOR
ARMORED TRANSPORT SERVICES
CITY OF SANTA ANA
KEY RFP DATES: The schedule below is tentative and subject to change at the
discretion of City, with appropriate notice to prospective Proposers.
Issue Date: Tuesday, March 11, 2025
Deadline for Questions: Monday, March 24, 2025, 4:00 P.M.
Proposal Due Date: Thursday, April 10, 2025, 4:00 P.M.
EXHIBIT 2
City Council 12 – 19 6/17/2025
CITY OF SANTA ANA
TABLE OF CONTENTS
I. BACKGROUND ........................................................................................................................... 3
II. OVERVIEW OF PROJECT .......................................................................................................... 3
III. TERM OF AGREEMENT ............................................................................................................ 3
IV. MINIMUM QUALIFICATIONS ...................................................................................................... 3
V. RESPONSE TO RFP .................................................................................................................. 4
VI. CERTIFICATIONS (ATTACHMENTS) ......................................................................................... 8
VII. REFERENCES ............................................................................................................................ 9
VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE ......................................................................... 9
IX. SELECTION PROCEDURES & CRITERIA ................................................................................. 9
X. WITHDRAWALS........................................................................................................................ 10
XI. GENERAL TERMS AND CONDITIONS .................................................................................... 11
XII. AWARD OF AGREEMENT ........................................................................................................ 15
XIII. IMPLEMENTATION ................................................................................................................... 16
EXHIBITS
Exhibits provided herein for Proposers’ reference only.
EXHIBIT I – SCOPE OF SERVICES
EXHIBIT II – SAMPLE AGREEMENT
ATTACHMENTS
A PROPOSER’S CERTIFICATION, PROPOSAL ITEM PRICING
B REFERENCES
C PROPOSER’S STATEMENT
D NON-COLLUSION AFFIDAVIT
E NON-LOBBYING CERTIFICATION
F NON-DISCRIMINATION CERTIFICATION
City Council 12 – 20 6/17/2025
CITY OF SANTA ANA
I. BACKGROUND
The City of Santa Ana, California, is rich in culture and pride, the county seat of Orange County,
and encompasses an area of approximately 27 square miles. For more information, please visit
https://www.santa-ana.org/
II. OVERVIEW OF PROJECT
The City of Santa Ana (City) is seeking proposals from qualified firms and organizations
(Proposers) to provide Armored Car and Armored Courier Services. The Finance & Management
Services Agency utilizes the services of armored vehicle pickup of regular cash, coin, and check
deposits from City Hall, recreation facilities, and other designated areas to the depository vault
location. Armed transport carriers pick up the bags of coins and currencies at regular intervals
throughout the week in alignment with internal control methods and executed documentation for
tracking and reconciliation of the cash transported. The City requires continued skilled and
reputable services for secure transport along with a strong record of safety and dependability,
providing the City with reliable, responsive, high-quality service consistently throughout this
contract term.
See EXHIBIT I for the complete Scope of Services.
The term “Vendor”, “Proposer”, “Firm”, “Consultants”, and “Contractor” shall refer to any legal
entity or entities submitting a proposal in response to this Request for Proposals (RFP).
III. TERM OF AGREEMENT
The anticipated term of the agreement is for an initial period of three (3) years. The City may, at
its discretion, extend the agreement with the same or more limited scope of required services for
two (2) additional one-year periods, upon mutual agreement contingent upon City Council
approval, or City Manager or City Attorney authorization, as appropriate. The total term of the
awarded agreement shall not exceed five (5) years.
Usage is not guaranteed. Execution of an agreement between the City and successful firm(s)
and/or individual(s) does not guarantee work throughout the duration of the contract period.
Numerous factors will be evaluated by the City in its delivery of project and assignments,
including technical expertise required.
IV. MINIMUM QUALIFICATIONS
1) Contractor must have been in business continuously for the most recent seven (7) years prior
to the date of this RFP.
2) Minimum five (5) most recent years of experience performing similar services as those
detailed in the Scope of Services section of this RFP.
3) The Proposer must have Bureau of Security and Investigative Services licensure.
4) DMV requirements must be met for Armored Card and Courier Services.
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V. RESPONSE TO RFP
A. SUBMITTAL INSTRUCTIONS
It is the responsibility of the Proposer to ensure that any proposals submitted have been
uploaded to PlanetBids prior to the RFP due date and time. Proposals, including all required
sections and forms, shall be submitted electronically via the City’s Bid Management System,
PlanetBids. No other form of submittal will be accepted.
PlanetBids will not accept late proposals and no exceptions shall be made. Proposers will
receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their
proposal was submitted successfully. The City will only receive and consider those proposals
that were transmitted successfully. Submit proposal online at:
http://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
Proposer shall be solely responsible for informing itself with respect to the proper utilization
of the bid management system, for ensuring the capability of their computer system to upload
the required documents, and for the stability of their internet service. Failure of the Proposer
to successfully submit an electronic proposal shall be at the Proposer’s sole risk and no relief
will be given for late and/or improperly submitted proposals. Proposers experiencing any
technical difficulties with the bid submission process may contact PlanetBids at (818) 992-
1771. Questions of an operational nature may be directed to the City’s assigned Buyer.
Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of
assistance, or assurance that any given problem will be resolved by the bid submission
deadline.
Proposals shall NOT be sent via telegraphic, electronic, or facsimile means.
All notifications, updates and addenda will be posted online on PlanetBids at
https://www.planetbids.com/portal/portal.cfm?CompanyID=20137. Proposers shall be
responsible for monitoring the site to obtain information regarding this solicitation. Failure to
respond to required updates may result in a determination of a nonresponsive proposal.
B. COMMUNICATION / CONTACT WITH CITY STAFF
Unless otherwise authorized herein, Proposers who are considering submitting a proposal in
response to this RFP, or who submit a proposal in response to this RFP, are only to
communicate with the assigned Project Coordinator(s), and no other City staff about this RFP
from the date this RFP is issued until a contract is awarded. The City will provide all official
communication concerning this RFP in writing via the City’s Bid Management System,
PlanetBids.
The City will not be responsible for or bound by any oral communication or any other
information or contact that occurs outside the official communication process specified
herein, unless confirmed in writing by the designated Project Manager(s).
C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS
Questions regarding this RFP shall be submitted via PlanetBids. Responses to all questions
will be posted on PlanetBids no later than the date and time shown at the schedule of key
RFP dates on the cover page of this RFP. All prospective Proposers are advised to visit
PlanetBids on a regular basis as responses may be posted earlier than the date above (if
applicable). No verbal requests or responses will be accepted. Significant interpretations or
clarifications will be addressed via addenda to this RFP.
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CITY OF SANTA ANA
Significant interpretations or clarifications and responses to questions received by the
deadline will be addressed via addenda to this RFP, which will be released and posted on
PlanetBids under the “Addenda/Emails” tab.
General process questions may be directed to the following:
Jacques Lam
Buyer
jlam@santa-ana.org
D. EXCEPTIONS
Requests submitted for City’s consideration of proposed terms and conditions, including
modifications to the City’s RFP and/or Contract terms and conditions must be submitted by
the deadline for questions. Such requests should include an attachment in Word or PDF
format on formal company letterhead that shows the requested modifications. Should the
Proposer be considered for award recommendation and progress into the negotiations
phase, the requests for exceptions or modifications to the City’s terms and conditions will be
discussed at that time. The City will not accept any requests after the deadline for questions
and reserves the right to reject or strike any requests for exceptions or additional terms and
conditions related to Agreement, RFP, and insurance and indemnification terms and
conditions.
E. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an addendum
or amendment. Notification of such addendum or amendment shall be posted on City’s
PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
Proposers shall be responsible for monitoring the site to obtain information regarding this
solicitation.
F. UNDERSTANDING PROPOSAL
It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision,
or requirement of the RFP that the Proposer does not understand. Responses to inquiries,
if they significantly change or clarify the RFP requirements or any aspect of the procurement
process, will be forwarded by addenda to all Proposers. The City will not be bound by any
oral responses to inquiries. By submitting proposals, Proposers assert that they have fully
read the RFP and any addenda issued by the City, the proposed Contract and any other
Contract Documents, and affirm that the terms and conditions stated therein are fully
understood and are acceptable to the Proposer. Each Proposer accepts the terms and
conditions of the Contract Documents and indicates their ability and willingness to perform
the requested services under such terms and conditions. Any exceptions to the terms and
conditions set forth in the Contract Document shall be submitted to the City by the deadline
to submit requests for information or clarification/questions set forth herein.
G. PROPOSAL CONTENTS
Proposals are to be prepared in such a way as to provide a straightforward, concise
delineation of capabilities to satisfy the requirements of this RFP. Colored displays,
promotional materials, photographs etc., are not necessary or desired. Emphasis should be
concentrated on conformance to RFP instructions, responsiveness to the RFP requirements,
and on completeness and clarity of content. Digital dividers and clear organization of content
and material are encouraged.
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1. Statement of Qualifications (SOQ)
SOQ must include a Table of Contents and be limited to a maximum of 20 pages
(excluding City’s required Certifications listed in Section VIII below; Proposal Cover
Letter, section dividers, table of contents, front/back cover pages). The page limitation
includes all appendices, attachments, and supplemental information. Additionally, SOQ
must include the following:
a. Cover Letter
Proposals shall include a letter signed by a principal or authorized representative who
can make legally binding commitments for the entity. Include type of business entity.
Cover Letter shall not exceed one page.
Cover letter must be addressed to the following City Project Manager:
Alejandra Gutierrez, Treasury and Customer Services Manager and
Robert Zubiate, Senior Management Analyst
City of Santa Ana – Finance & Management Services Agency
20 Civic Center Plaza, M-15
Santa Ana, CA 92701
b. Services Provided
A description of proposed services to be provided and how they meet the needs of the
City as described in Exhibit I – Scope of Services.
c. Agreement Statement
Proposal shall include a statement outlining your concurrence or reference to concerns
previously submitted with any and all provisions as contained in EXHIBIT II – Sample
Agreement of this RFP (if any).
d. Firm and Team Experience
Proposal shall include a profile of the firm’s experience including the following:
i. A general description of the firm, including size and number of employees
working directly with the City on this agreement. The description must include
the firm’s customer service operation, procedures, turnaround/response
time, staff training procedures, and an outline of how the firm logs safety
records/accidents.
ii. Firm’s nearest address serving the City of Santa Ana and headquarters
address.
iii. Name and contact information of the supervising Project Manager/Principal
Agent, to be assigned to the agreement. The Project Manager/Principal
Agent shall be the primary contact person to represent your firm and will be
the person to conduct the presentation, if invited to an interview.
iv. A list of names, copy of current guard cards, current and valid BSIS Firearms
Permit, and photos with signatures of all personnel who will be authorized to
provide pickup services to the City of Santa Ana on a regular basis or in the
absence of a driver.
v. Provide a list of pending litigation and bankruptcy information, if applicable.
vi. Provide a picture of the uniform, including a sample name tag, that will be
worn by personnel.
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e. Financial Information
Proposal shall include recent (“Recent” shall be defined as financial statements that
were prepared within the 12 months preceding the issuance date of this RFP) audited
or reviewed financial statements prepared by an independent certified public
accountant (CPA) that shall include, at a minimum, a balance sheet, income statement
(i.e., profit/loss statement) and cash flow statement and, if the audited or reviewed
financial statements were prepared more than six (6) months prior to the issuance of
this RFP, the Proposer shall submit its most recent internal financial statements
(balance sheet, income statement and cash flow statement or budget with entries
reflecting revenues and expenditures from the date of the audited or reviewed financial
statements to the end of the most recent financial reporting period (i.e., the quarter or
month preceding the issuance date of this RFP).
All financial information, statements and/or documents provided in response to this
solicitation shall be kept confidential provided that EACH PAGE is marked as follows:
“CONFIDENTIAL – DO NOT DISCLOSE EXCEPT FOR THE EXPRESS PURPOSE
OF PROPOSAL EVALUATION.”
Consolidated financial statements of the Proposer’s parent or related
corporation/business entity shall not be considered, unless:
i. The Proposer’s actual financial performance for the designated period is
separately identified in and/or attached to the consolidated statements,
ii. The parent or related corporation/business entity provides the State with a
document wherein the parent or related corporation/business entity will be
financially responsible for the Proposer’s performance of the contract and the
consolidated statement demonstrates the parent or related
corporation’s/business entity’s financial ability to perform the contract,
financial stability and/or such other financial considerations identified in the
evaluation criteria; and/or
iii. Proposer provides its own internally prepared financial statements and such
other evidence of its own financial stability identified above.
The firm’s failure to provide any of the above-referenced financial statements may
result in the proposal being removed from consideration. Proposers are also
encouraged to explain any negative financial information, and to provide
documentation supporting those explanations and demonstrating the financial strength
of the firm.
f. Proposed Work Plan
Proposal shall include a statement demonstrating the firm’s understanding of the
Scope of Services.
Additionally, proposed work plan shall include Proposers’:
i. Anticipated approach to performing services as specified herein;
ii. Suggestions or special concerns the evaluation committee should take into
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CITY OF SANTA ANA
consideration (if any);
iii. Description of deliverables and implementation plan. Proposer shall submit a
general description of the deliverables, implementation plan, and timeline.
g. References: Attachment B – References shall be submitted for similar projects
performed for state and/or similar government clients.
2. Cost Proposal
All Proposers are required to submit a flat, non-variable monthly rate (fully burdened and
inclusive of all fees for service, applicable overhead, any incidental costs, and costs for
any materials) per pickup location with their Cost Proposal with the assumption that
Proposers spend 10 minutes at each location to conduct services. Include pricing for
additional pickup locations in the event that the City wishes to amend the pickup list.
Pricing instructions should be clearly defined to ensure fees proposed can be compared
and evaluated.
Cost Proposal must include a payment schedule if applicable. City reserves the right to
negotiate compensation and/or payment schedule prior to award of any resulting
agreement. When applicable, if providing hourly rate sheets, Proposer shall not include
rate ranges or averages.
The City shall not provide reimbursement for travel-related expenses, mileage, parking,
lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any
other business expenses, supplies and materials related to providing services as
specified herein. Additional costs will not be considered and will not be reimbursed by the
City, therefore, such costs must be absorbed in Proposer’s cost proposal fee structure.
Any language related to travel reimbursement shall be stricken from the document by the
City and if not stricken, shall be deemed invalid.
Proposals shall be valid for a minimum of one hundred eighty (180) days following
Proposal deadline. The cost for developing the Proposal is the sole responsibility of the
Proposer. All Proposals submitted become property of the City.
Pricing shall remain firm for the entire initial Agreement term. Thereafter, any proposed
pricing adjustment for follow-on renewal periods shall be submitted to the City
Representative in writing at least ninety (90) days prior to the new Agreement term. The
City reserves the right to accept, reject, or negotiate any proposed pricing adjustment not
to exceed the Bureau of Labor Statistics Consumer Price Index (CPI) data as follows:
Los Angeles-Long Beach-Anaheim, CA; All Urban Consumers; Not Seasonally Adjusted;
annualized change comparing the most recent month’s reported data to the same month
of the prior year. (This information may be found on the U.S. Department of Labor’s
website at www.bls.gov.)
VI. CERTIFICATIONS (ATTACHMENTS)
In addition to the SOQ, Narrative/Technical Proposal, and Cost Proposal, the following forms,
included in this RFP, shall be signed and included as part of the proposal submittal package:
• Attachment A: Proposer’s Certification and Proposal Item Pricing
• Attachment B: References
• Attachment C: Proposer’s Statement
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CITY OF SANTA ANA
• Attachment D: Non-Collusion Affidavit
• Attachment E: Non-Lobbying Certification
• Attachment F: Non-Discrimination Certification
The proposal must be completely responsive to the RFP. Incomplete proposals will be deemed
as nonresponsive and will be rejected. The City reserves the right to reject any or all proposals
submitted and no representation is made hereby that any commitment will be awarded pursuant
to this RFP or otherwise.
PLEASE NOTE:
• All forms above must be signed by a representative of the Firm that is legally
authorized to contractually bind the Proposer.
• City will not waive notarization requirement when applicable on any of the
required attachments.
VII. REFERENCES
Contractor shall provide three (3) references from other similar public agencies for which services
similar to those specified in this RFP have been performed, including contact names and
telephone numbers. Use ATTACHMENT B – References. The respondent grants permission
for the City to contact any individuals listed as references.
City may disqualify a Proposer if:
• References fail to substantiate Proposer’s description of services and
deliverables provided; or
• References fail to support that Proposer has a continuing pattern of providing
capable, productive, and skilled personnel, or
• City is unable to reach the point of contact with reasonable effort. It is the
Proposer’s responsibility to inform the point of contact(s) of normal City
working hours.
VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE
See Exhibit II – Sample Agreement
IX. SELECTION PROCEDURES & CRITERIA
A. Evaluation: The City will establish a proposal review committee. The review committee will
evaluate proposals based on the response to the RFP, which includes adherence to outlined
directions and format, and the City evaluation criteria set forth below.
B. Scoring Criteria: Proposers will be ranked by the review committee based on the following
criteria:
CATEGORY POINTS
Responsiveness to RFP
• Proposal’s compliance with the requirements of this RFP. 15
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CITY OF SANTA ANA
C. Rankings: A final score will be calculated for each submitted proposal and used to rank
Proposers. Based upon the foregoing criteria, all proposals shall be ranked by score. Only
those proposals receiving a score above 70 will be considered for award. The City reserves
the right to award the contract to any proposer(s) with a score above 70. The review
committee will evaluate proposers based on their response to the RFP and the City
evaluation criteria set forth above.
D. Interviews: The review committee may invite the proposers to interview. If invited to interview,
Proposers must be prepared to include key personnel in the interview and/or presentation.
The City reserves the right to seek additional information from any or all Proposers invited to
present proposals. A final score will be calculated for each submitted proposal and used to
rank Proposers. City reserves the right to begin negotiations and enter into a contract without
holding interviews, or further discussions.
E. Selection: The City is under no obligation to accept any proposal and reserves the right to
negotiate with respondents as to fees and terms. The City may reject proposals at its sole
discretion. If proposal fails to satisfy any requirements outlined in this RFP, it may be
considered non-responsive and may be rejected.
The City shall not be obligated to accept the lowest priced proposals, but will make awards
in the best interests of the City after all factors have been evaluated. The review committee
will recommend the qualified Proposers to the City Council or City Manager for award of
contract, as appropriate.
X. WITHDRAWALS
Proposers are responsible for verifying all prices and information before submitting a proposal.
Prior to the proposal due date, the Proposer or Proposer’s representative may withdraw the
proposal by providing written notice of the proposal withdrawal to the City Contact/Project
Manager. Verbal or telephonic withdrawals are not permissible.
• Scope of Services offered including ability to provide optional services.
• The value to any new and/or innovative product or service suggestions or
other new ideas and enhancements.
Experience of Firm and Personnel
• The experience, resources, and qualifications of the firm and individuals
assigned to this account, including manager, supervisor and assigned
staff.
50
Proposed Pricing
• Reasonableness of Cost 25
References
• References that are similar in size and project scope to the City. 10
TOTAL POSSIBLE SCORE
(Before interviews – if held) 100
Interviews
• The City reserves the right to conduct interviews with the highest-rated
firm(s). In the event the City does perform an interview process, the
following is the maximum number of additive points that may be applied
to the proposal score. Total possible score may exceed 100 points.
20
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CITY OF SANTA ANA
XI. GENERAL TERMS AND CONDITIONS
A. AMERICANS WITH DISABILITIES ACT
The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans
with Disabilities Act of 1990 (“ADA”), 42 USC §§ 12101 et seq., and its implementing
regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against
persons with disabilities nor against persons due to their relationship to or association with a
person with a disability. Any contract entered into by the awarded Contractor (or any
subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph.
B. CITY BUSINESS LICENSE
The selected proposer must obtain a City of Santa Ana Business License prior to the
execution of a contract and must provide a copy to the Buyer assigned to this RFP. The
awarded party shall maintain a current business license throughout the term of the resulting
contract. Procedure to obtain a City of Santa Ana Business License is available by contacting
the Finance and Management Services, Business Tax Office at (714) 647-5447 or on the
City’s website: www.santa-ana.org
C. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation is
made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The
City reserves the right to accept or reject the combined or separate components of this
proposal in part or in its entirety or to waive any minor inconsistency, informality or technical
defect in the proposal.
D. CONFLICT OF INTEREST
Contractor shall exercise reasonable care and diligence to prevent any actions or conditions
that could result in a conflict with the best interests of the City. This obligation shall apply to
the Contractor; the Contractor’s employees, agents, and Subcontractors associated with
accomplishing work and services hereunder. The Contractor’s efforts shall include, but not
be limited to, establishing precautions to prevent its employees, agents, and Subcontractors
from providing or offering gifts, entertainment, payments, loans or other considerations which
could be deemed to influence or appear to influence City staff or elected officers from acting
in the best interests of the City.
Each Proposer must disclose any existing or potential conflict of interest relative to the
performance of the contractual services resulting from this RFP. Any such relationship that
might be perceived or represented as a conflict should be disclosed. The City reserves the
right to disqualify any Proposer on the grounds of actual or apparent conflict of interest.
No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded
a Contract for the provision of services, the delivery of supplies, or the provision of any other
related action which is required, suggested, or otherwise deemed appropriate as an end
product of this Contract. Therefore, Contractor is precluded from contracting for any work
recommended as a result of this Contract.
E. CONTRACTOR’S EXPENSE
Pre-Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to
entering into a formal contract. Costs of developing a response to this RFP, are entirely the
responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Pre-
contractual expenses are not to be included in the cost proposal. Pre-contractual expenses
include, but are not limited to, preparation of the proposal, submission of the proposal and
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CITY OF SANTA ANA
additional information, attendance at pre-proposal conference, negotiating any matter related
to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date
of award and execution, if any, of the contract.
Other Expenses: The Contractor will be responsible for all costs related to photo copying,
telephone communications, fax communications, and parking while on City sites during the
performance of work and services under this Contract.
F. CONTRACTOR’S PROJECT MANAGER/KEY PERSONNEL
Except as formally approved by the City, the key personnel identified in Contractor’s proposal
shall be the individuals who will actually complete the work. Changes in staffing must be
reported in writing and approved by the City. The City shall have the right to require the
removal and replacement of the Contractor’s Project Manager and key personnel under the
awarded contract. The City shall notify the Contractor in writing of such action. The City is
not required to provide any reason, rationale, or additional factual information if it elects to
request any specific key personnel be removed from performing services under the awarded
contract. The City shall review and approve the appointment of the replacement for the
Contractor’s personnel. Said approval shall not be unreasonably withheld.
Standards of Conduct: Contractor’s personnel shall be courteous and maintain good working
relationships with all stakeholders, state or outside agencies, other team members and staff
within the City.
G. COST PROPOSAL
The awarded Contractor agrees to provide the purchased services at the costs, rates, and
fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees
shall be payable to the awarded Subcontractor for implementation of their proposal.
H. DATA RETENTION
Contractor shall be responsible for retaining data, records, and documentation for the
preparation of required items. These materials shall be made available to and as requested
by City.
All materials, documents, data or information obtained from the City Data files or any City
medium furnished to Contractor in the performance of an awarded contract will at all times
remain the property of the City. Such data or information may not be used or copied for direct
or indirect use by Contractor after completion or termination of this Contract without the
express written consent of the City. All materials, documents, data or information, including
copies, must be returned to the City at the end of the contract.
All data, documents and other products used, developed, or produced during response
preparation of the RFP will become property of the City. All responses to the RFP shall
become property of the City. Proposer information identified as proprietary shall be
maintained confidential, to the extent allowed under the California Public Records Act.
I. DRUG-FREE WORKPLACE
The awarded Contractor certifies compliance with Government Code Section 8355 in matters
relating to providing a drug-free workplace. Failure to comply with these requirements may
result in suspension of payments under the Contract or termination of the contract or both,
and the Contractor may be ineligible for award of any future City contracts.
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J. EXAMINATION
Proposer represents that it has thoroughly examined and become familiar with the services
and responsibilities required this RFP and that it is capable of effectively and efficiently
performing quality work to achieve the City’s objectives. Any attachments referenced herein
or any interpretations, clarifications or amendments subsequently posted in relation to this
RFP are fully incorporated.
Any irregularities or lack of clarity in the RFP should be brought to the designated City
Contact/Project Manager’s attention as soon as possible so that corrective addenda may be
furnished to prospective Proposers.
Proposals which appear unrealistic in the terms of technical commitments, lack of technical
competence, or are indicative of failure to comprehend the complexity and risk of this
contract, may be rejected.
K. EXECUTION OF AGREEMENT
Upon successful negotiations, the City and the selected Proposer will enter into an
Agreement similar to that as shown in EXHIBIT II – Sample Agreement of this RFP. If a
Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being
notified of selection under this RFP, the City reserves the right to disqualify them without any
further obligation
L. FISCAL NONFUNDING CLAUSE
In the event sufficient budgeted funds are not available for a new fiscal period, the City shall
retain the right to notify the provider of such occurrence in writing at least thirty (30) days
before the end of the current fiscal period and terminate the contract on the last day of the
current fiscal period without penalty or expense to the City.
M. INDEPENDENT CONTRACTOR
Contractor is considered an independent Contractor and neither Contractor, its employees,
nor anyone working under Contractor will be considered an agent or an employee of City.
Neither Contractor, its employees, nor anyone working under Contractor, will qualify for
workers’ compensation or other fringe benefits of any kind through City.
N. JOINT OFFERS/SUBCONSULTANTS
Where two or more Proposers desire to submit a single proposal in response to this RFP,
they should do so on a prime sub-consultant basis. The City intends to contract with a single
firm, also known as the prime, and not with multiple firms doing business as a joint venture.
Should the use of sub-consultants be offered, the Proposer shall provide the same
assurances of competence for the sub-consultant plus the demonstrated ability to manage
and supervise the subcontracted work. Sub-consultants shall not be allowed to further
subcontract with others for work under the Agreement. The provisions of the Agreement shall
apply to all sub-consultants in the same manner as the Proposer. The proposer is responsible
for all the actions taken by their sub-contractor.
The City reserves the right to reject, replace and approve any and all Subcontractors. All
Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right
to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the
prime Contractor and the City shall assume no liability of such Subcontractors.
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O. LITIGATION STATUS
Each Proposer must include in its proposal a complete disclosure of any alleged significant
prior or ongoing contract failures, any civil or criminal litigation or investigation pending which
involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to
comply with the terms of this provision will disqualify any proposal. The City reserves the
right to reject any proposal based upon the Proposer’s prior history with the City or with any
other party, which documents, without limitation, unsatisfactory performance, adversarial or
contentious demeanor, significant failure(s) to meet contract milestones or other contractual
failures.
P. NEGOTIATIONS
The City reserves the right to negotiate final contract terms with any Proposer selected. The
contract between the parties will consist of the RFP together with any modifications thereto,
and the awarded Contractor’s proposal, together with any modifications and clarifications
thereto that are submitted at the request of the City during the evaluation and negotiation
process. In the event of any conflict or contradiction between or among these documents,
the documents shall control in the following order of precedence: the final executed contract,
the RFP, any modifications and clarifications to the awarded Contractor’s proposal, and the
awarded Contractor’s proposal. Specific exceptions to this general rule may be noted in the
final executed contract.
Negotiations shall be confidential and not subject to disclosure to competing Contractors
unless and until an agreement is reached. If contract negotiations cannot be concluded
successfully, the City reserves the right to negotiate a contract with another Contractor or
withdraw the RFP.
Q. NON-PAYMENTS
Note that payments will NOT be made for any unsatisfactory work until corrected. In the event
of nonpayment of undisputed sums by the City, Contractor shall give the City thirty (30)
working days to cure the alleged breach.
R. OWNERSHIP OF DOCUMENTS
The City has permanent ownership of all directly connected and derivative materials produced
under this contract by the Contractor. All documents, reports and other incidental or derivative
work or materials furnished hereunder shall become and remains the sole property of the City
and may be used by the City as it may require without additional cost to the City. Contractor
shall provide the City copies of documents upon its request at any time. None of the documents,
reports and other incidental or derivative work or furnished materials shall be used by the
Contractor without the express written consent of the City.
S. PARKING
The City will not provide free parking and/or reimbursement for the cost of parking while
providing services and conducting business with the City.
T. PROFESSIONAL STANDARDS
Contractor staff shall be courteous to the public and City staff utilizing facilities where
Contractor is performing work, but shall be responsive only to the requests of the City’s
Project Manager or designee. Contractor staff shall direct all inquiries to Project Manager or
designee.
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Contractor acknowledges that City locations consist of public-use facilities and recognizes
the obligation to ensure Contractor personnel and agents maintain the highest level of
professional standards in attire, decorum, and interaction with the public and City personnel.
U. PROJECT MANAGER
The selected Proposer will assume responsibility for all services in its proposal. The selected
Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge
in regard to the required service operations and contractual matters, including payment of
any and all charges resulting from the Agreement.
V. PROPOSAL VALIDITY
Services, pricing, and warranties indicated in a Proposer’s Proposal must be valid for a period
of 180 days at minimum after the submission of the Proposal.
W. PUBLIC AGENCIES
Other public agencies, as defined by California Government Code Section 6500, may choose
to use the terms of this Contract, subject to Contractor’s acceptance. The City is not liable or
responsible for any obligations related to a subsequent contract between Contractor and
another public agency.
X. PUBLIC RECORDS
Proposals will become public record after the award of a contract unless the proposal or
specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly
label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees
to indemnify and defend the City for honoring such a designation. The failure to so label any
information that is released by the City shall constitute a complete waiver of any and all claims
for damages caused by any release of the information. Proposer information identified as
proprietary shall be maintained confidential, to the extent allowed under the California Public
Records Act.
Y. SUBCONTRACTORS
Proposals in response to this RFP must identify any Subcontractors, and outline the
contractual relationship between the Awarded Subcontractor and each Subcontractor. An
official of each proposed Subcontractor must sign, and include as part of the proposal
submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read
and will agree to abide by the awarded Contractor’s obligations. Any Subcontractor proposed
after award of contract must be approved by the City before commencement of work.
The City will look solely to the awarded Contractor for the performance of all contractual
obligations which may result from an award based on this RFP, and the awarded Contractor
shall not be relieved for the non-performance of any or all Subcontractors.
XII. AWARD OF AGREEMENT
Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful
negotiation of final contract terms.
A. EXECUTION OF AGREEMENT
A standard agreement is included as EXHIBIT II Sample Agreement of this RFP. “Proposer”
will hereinafter be referred to as “Consultant” or “Contractor” in standard agreement. The
term of the agreement will begin after the agreement is fully executed, and all required bonds,
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CITY OF SANTA ANA
insurance documents and contents of the payment information packet have been received
and approved.
XIII. IMPLEMENTATION
A. KICK-OFF MEETINGS
The successful proposer will be required to meet with City staff prior to commencement of
services or at any time as required by the City, to discuss and agree on operational issues
including transition of services and scheduling.
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Contractor shall adhere to the following requirements for the duration of this agreement:
1. Licensing Requirements: The contractor is expected to provide a vehicle capable of safely
transporting the secured deposit bag(s) from the identified City locations to the depository bank
location.
a. Vehicle Requirements: Car, truck, or van with light armor that is registered with the California
Department of Motor Vehicles (DMV). Proof of DMV registration must be submitted at the time
of contract execution and renewed on an annual basis.
b. Driver and/or owner of the armored vehicle must be licensed with the Bureau of Security and
Investigative Services (BSIS) and possess a current security guard card. Proof of license must
be submitted at the time of contract execution and renewed on an annual basis.
c. If an armored vehicle is furnished through a subcontractor or lease, the same requirements
apply as mentioned above.
2. Contractor shall be licensed by the State of California to do the work as outlined in this agreement.
Contractor shall obtain and maintain in good standing all applicable permits and licenses required to
perform the services outlined in this agreement. Proof of all permits and licenses must be submitted
at the time of contract execution and renewed on an annual basis.
3. All items and services to be furnished hereunder shall meet all applicable state and federal
requirements of the Occupational Safety Health Standard.
4. Staffing Requirements: All staff employed by the contractor will be properly licensed while performing
deposit pick-ups and drop-offs.
a. Contractor shall provide two (2) personnel in a contractor-furnished armored vehicle that
clearly identifies the firm’s name. Personnel must be listed on the record provided to the City
outlining all authorized persons, with photo ID and signature, of who may pick up and sign for
deposits.
b. Staff must be BSIS licensed and provide proof of a current security guard card.
c. Staff shall provide proof of a BSIS Firearms Permit.
d. Staff must provide a valid California (DMV) driver’s license. Contractor’s assigned personnel
providing services must not have more than one (1) moving violation during the past two (2)
years.
e. Personnel shall wear uniforms clearly displaying the firm’s name and display an identification
card on their person.
f. All personnel shall be qualified, efficient, and trustworthy, bond, and perform the service in
accordance with the recognized best industry practices.
g. All persons providing service under this agreement shall be employees of the firm.
i. Subcontracted employees will not be allowed to conduct the deposit transports.
h. Contractor is responsible to perform any background checks on Contractor’s personnel in
accordance with agreement between the City and Contractor.
i. The City, at its discretion, reserves the right to verify Contractor’s personnel’s signature and
that the person performing the pickup is on the Contractor’s list of authorized personnel prior
to release of a deposit. Deposits shall not be released to an individual without this information
on file at the pickup location.
EXHIBIT I
SCOPE OF SERVICES
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j. Contractor will be required to provide an updated personnel list to the City regarding any new
staff prior to the new staff member’s arrival at the deposit pick up location as well as give
written notice in the event of revocation of such authority.
k. In the event that Contractor’s personnel does not provide proper identification as required to
City staff and pick up is refused, Contractor will be required to immediately dispatch properly
credentialed staff for deposit pick up at no additional cost.
l. Contractor will be required to maintain a dedicated toll-free number for inquiries and customer
service.
5. City of Santa Ana Current Pickup Locations – Subject to change in consultation with Contractor
Location Address Service Frequency
Treasury (inside City Hall) 20 Civic Center Plaza, Santa Ana, CA 92701 M – Th & Alt F
Santa Ana Zoo 1801 E Chestnut Ave, Santa Ana, CA 92701 M – Sat
6. City of Santa Ana Current Deposit Location – Subject to change in consultation with Contractor
Location Address Service Frequency
Loomis 656 S. Vail Avenue, Montebello, CA 90640 M – Sat
7. Contractor Responsibilities
a. Contractor agrees that the secured bag(s) will remain unopened, free from tampering, and will
be safely delivered and accepted by the City’s designated banking institution for deposit.
Contractor will be required to ensure that the proper standard and industry specific controls
are in place to prevent tampering of bags and their contents.
b. Provide daily pick-up and delivery of cash, checks, and coins from each of the City’s pickup
locations as listed above, excluding observed holidays.
i. It will be the Contractor’s responsibility to verify the security of the shipment and notify
the City representative(s) if the deposit bag(s) do(es) not appear to be securely locked
or sealed prior to acceptance.
c. Provide all services, labor, materials, transportation, and equipment needed to perform the
work indicated in this agreement. Including but not limited to:
i. Manifests,
ii. Receipt books,
iii. Pick up sheets,
iv. Tags, and
v. Forms for all locations. Materials supplied must comply with all requirements as
specified by the City’s financial institution.
d. Maintain adequate procedures to ensure that all bank deposit bags are properly secured,
inventoried, tracked, and delivered promptly to the correct financial institution.
i. Should an error occur such as incorrect delivery or loss, Contractor will be required to
provide verbal notice of the error to the City immediately upon discovery, with written
notification provided within one business day.
e. Contractor will be required to provide a signed, sequentially numbered, receipt to the City, for
the deposit at the time of pick up.
f. Contractor will be required to retain the original receipt for no less than four years plus current
year, as well as the ability to provide deposit tracking for the same four-year period plus current
year.
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g. At the time of deposit delivery to the City’s financial institution, Contractor’s personnel will be
required to sign and retain a copy of the time-stamped bank delivery receipt(s), as proof of
deposit delivery.
i. The City may request, and the Contractor will be required to provide, a copy of the
deposit bank’s delivery receipt at any time within five years of the deposit pick up date
at no additional cost to the City.
h. Assume sole liability for the security of the deposit bags immediately upon receipt.
i. Liability will cease upon receipt of an authorized signature from the deposit location.
i. Provide a special pick-up in the event the proposer fails to pick-up as scheduled at no
additional charge or issue appropriate credit on the applicable invoice.
j. Research of missing or disputed items will be done at no additional cost to the City.
i. The City will make a written notification or email to the firm regarding a missing or
disputed deposit.
ii. The deposit will be resolved by the contractor within thirty (30) calendar days of
notification from the City.
iii. If any loss of or damage to any shipment of valuables occurs (in whole or in part), the
City shall notify Contractor in writing and by phone as soon as reasonably possible
after the loss or damage is discovered or should have been discovered, but in no event
later than thirty (30) days after the shipment was picked up by Contractor.
k. Provide transport and delivery of change orders as needed.
l. Provide reports to the City as requested which include but are not limited to Invoice Reports,
Issues Reports, and Delivery Reports.
m. Provide documentation of business continuity plan to be utilized in the event of a natural
disaster.
8. Liaison
a. Contractor will appoint a dedicated senior level individual and a qualified back-up, as the
Contractor’s representative for the entire period of this Agreement to act as a liaison with the
City.
i. This representative shall be solely responsible for ensuring that Contractor complies
with the requirements of this Agreement and resolves issues that may arise on a day-
to-day basis during the term of the Agreement.
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CITY OF SANTA ANA
CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this ____ day of ______, 20_ by and between
___________________________________________________________, (“Consultant”), and the City
of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and
laws of the State of California (“City”).
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of:
B. Consultant represents that Consultant is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable
in its field and that any services performed by Consultant under this Agreement will be performed
in compliance with such standards as may reasonably be expected from a professional consulting
firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms
and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations including
all labor, materials, tools, equipment, and incidental customary work required to fully and adequately
complete the services described and set forth in Scope of Services - Exhibit A, attached hereto and
incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City,
the rates and charges identified in Compensation - Exhibit B. The total amount to be
expended during the term of this Agreement shall not exceed $xxxxxx.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice
evidencing work performed, subject to City accounting procedures. City and Consultant agree
that all payments due and owing under this Agreement shall be made through Automated
Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH
Vendor Payment Authorization and provide required documentation. Upon verification of the
data provided, the City will be authorized to deposit payments directly into Consultant’s
account(s) with financial institutions. Payment need not be made for work which fails to meet
the standards of performance set forth in the Recitals which may reasonably be expected by
City.
3. TERM
EXHIBIT II
SAMPLE AGREEMENT
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This Agreement shall commence on “the date first written above” for a three (3) year term with
the option for the City to grant up to two (1)-year renewals, exercisable by a writing by the City Manager
and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent
Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to
create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise
discretion or control over the professional manner in which Consultant performs the services which are
the subject matter of this Agreement; however, the services to be provided by Consultant shall be
provided in a manner consistent with all applicable standards and regulations governing such services.
Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance
and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify,
reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans,
specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any
tangible medium of expression, including but not limited to, physical drawings or data magnetically or
otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant
under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in
writing that City is granted a non-exclusive and perpetual license for any Documents & Data the
subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has
the legal right to license any and all Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall
require any subcontractors to obtain and maintain insurance as described below for the entire Term of
this Agreement against claims for injuries to persons or damage to property which may arise from or in
connection with services, products and materials supplied to City. Total cost of such insurance shall be
borne by Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL
on an “occurrence” basis, including products and completed operations, property damage,
bodily injury and personal & advertising injury with limits no less than $1,000,000 per
occurrence and $2,000,000 aggregate. Required policy limits can be met with primary and
umbrella/excess insurance policies.
2. Automobile Liability: Insurance Services Office Form CA 00 01 covering Code 1 (any auto),
with limits no less than $1,000,000 combined single limits. In the event Consultant does not
maintain commercial automobile liability insurance, City will accept evidence of personal
automobile insurance.
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CITY OF SANTA ANA
3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and
Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, policy or
employee, for bodily injury or disease. Coverage is not required if Consultant has no employees
and signs request to waive such insurance.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim,
and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each
line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the
higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered
as additional insureds, under Consultant’s CGL, Professional Liability, and Automobile Liability
policies, with respect to any liability arising out of work or operations performed by or on behalf
of the Instructor including materials, parts, equipment, and personnel furnished in connection
with such work or operations.
2. Consultant’s Insurance company(ies) agrees to waive all rights of subrogation against City, its
City Council, its officers, officials, employees, agents, and volunteers for losses paid under the
terms of any policy which arise from work performed by Consultant under this Agreement.
3. For any claims related to this contract, Consultant’s insurance coverage shall be primary and
any insurance maintained by City, its City Council, its officers, officials, employees, agents, or
volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that
Consultant’s insurance shall apply separately to each insured against whom a claim is made or
suit is brought, except with respect to the insurer’s limits of liability.
5. Insurance policies required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially
changed except after thirty (30) days prior written notice has been given to City. Ten (10) days
prior written notice shall be provided to City for policy cancellation or non-renewal due to non-
payment of premium.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,
Attention: Finance & Management Services Agency, City of Santa Ana, 20 Civic Center
Plaza (M-15) P.O. Box 1988, Santa Ana, California 92702. The name and location of project
must be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the
Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and
related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California with a
current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.
Verification of Coverage
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Consultant shall furnish City with original Certificates of Insurance including all required amendatory
endorsements (or copies of the applicable policy language effecting coverage required by this clause)
and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements
before work begins. However, failure to obtain the required documents prior to the work beginning shall
not waive Consultant’s obligation to provide them.
City reserves the right to require complete, certified copies of all required insurance policies, including
endorsements required by these specifications, at any time.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk,
prior experience, insurer, coverage, or other special circumstances.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents,
employees, contractors, special counsel, and representatives from liability: (1) for personal injury,
damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal
injury, including death, and claims for property damage, which may arise from the negligent operations
of the Contractor, its subcontractors, agents, employees, or other persons acting on its behalf which
relates to the services described in section 1 of this Agreement; and (2) from any claim that personal
injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms
of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all
claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have
been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects,
arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all
costs for the defense of the City, including fees and costs for special counsel to be selected by the City,
regarding any action by a third party challenging the validity of this Agreement, or asserting that personal
injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property
rights arises by reason of the terms of, or effects arising from this Agreement. City may make all
reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the
foregoing, to the extent Contractor’s services are subject to Civil Code Section 2782.8, the above
indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States’ letters
patent, trademark, or copyright infringement, including costs, contained in the work product or documents
provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under
this Agreement. Consultant shall maintain complete and accurate records with respect to the costs
incurred under this Agreement and any services, expenditures, and disbursements charged to the City
for a minimum period of three (3) years, or for any longer period required by law, from the date of final
payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of
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CITY OF SANTA ANA
such records and any other documents created pursuant to this Agreement during regular business
hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related
to this Agreement for a period of three (3) years from the date of final payment to Consultant under this
Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is
reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or
disclose such information except in the performance of this Agreement, and further agrees to exercise
the same degree of care it uses to protect its own information of like importance, but in no event less than
reasonable care. “Confidential Information” shall include all nonpublic information. Confidential
information includes not only written information, but also information transferred orally, visually,
electronically, or by other means. Confidential information disclosed to either party by any subsidiary
and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and
nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources;
(b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful
possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by
operation of law; or (e) is independently developed by the Consultant without reference to information
disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual
orientation, gender identity, gender expression, gender, medical conditions, genetic information, or
military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by
applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other
employment related activities or any services provided under this Agreement. Consultant aff irms that it
is an equal opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, and supersedes any and all other agreements, oral or written, between the parties. In the
event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this
Agreement shall prevail. This Agreement may not be modified except by written instrument signed by
the City and by an authorized representative of Contractor. The parties agree that any terms or conditions
of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and
conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement
acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have
been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
14. ASSIGNMENT
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CITY OF SANTA ANA
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written
consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior
written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit
the City’s ability to have any of the services which are the subject to this Agreement performed by City
personnel or by other Contractors retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for
all services performed by Consultant prior to receipt of such notice of termination, subject to the following
conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver
to the City all work product(s) completed as of such date, and in such case such work
product shall be the property of the City unless prohibited by law, and Consultant consents
to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by
the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed
a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver
constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined
and governed by the laws of the State of California. Both parties further agree that Orange County,
California, shall be the venue for any action or proceeding that may be brought or arise out of, in
connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits,
approvals, waivers, and exemptions necessary for the provision of the services hereunder and required
by the laws and regulations of the United States, the State of California, the City of Santa Ana and all
other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to
obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be
cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall
be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or
certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided
in this Section, to the following persons:
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To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Finance & Management
Services Agency
City of Santa Ana
20 Civic Center Plaza (M-15)
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Contractor:
A party may change its address by giving notice in writing to the other party. Thereafter, any
communication shall be addressed and transmitted to the new address. If sent by mail, communication
shall be effective or deemed to have been given three (3) days after it has been deposited in the United
States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent
by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the
time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set
forth above. For purposes of calculating these time frames, weekends, federal, state, County or City
holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power,
authority and right to bind their respective parties to each of the terms of this Agreement,
and shall indemnify City fully, including reasonable costs and attorney’s fees, for any
injuries or damages to City in the event that such authority or power is not, in fact, held by
the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth
in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST: CITY OF SANTA ANA
First & Last Name
Title
Consultant Firm Name
Address
City, State, Zip
Fax:
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CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nuñez
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney
By:
Assistant City Attorney (title)
Tax ID#
RECOMMENDED FOR APPROVAL:
Executive Director
Finance & Management Services Agency
SAMPLE ONLY
(name)
(title)
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CITY OF SANTA ANA
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request
for Proposals. I have examined the Scope of Services (Exhibit I) and am qualified to provide services
being requested as specified herein. I understand and agree that I am responsible for reporting any
errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
PROPOSER’S STATEMENT: I have read, understood and agree to the terms and conditions on all
pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the
City in accordance with said terms and conditions.
__________________________________________________________________________________
LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS
__________________________________________________________________________________
BUSINESS ADDRESS
__________________________________________________________________________________
PRINTED NAME OF AUTHORIZED AGENT TITLE
__________________________________________________________________________________
SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS
__________________________________________________________________________________
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER
(IFAPPLICABLE)
__________________________________________________________________________________
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.)
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT A
PROPOSER’S CERTIFICATION, PROPOSAL PRICING
City Council 12 – 46 6/17/2025
CITY OF SANTA ANA
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the
supplies, equipment or services included in the scope of the proposal specifications. Attach additional
pages if required. The City reserves the right to contact each of the references listed for additional
information regarding your firm's qualifications.
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________
Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________
Contract Amount: ________________________Year: ______________________________________
Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________
Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________
Contract Amount: ________________________Year: ______________________________________
Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________
Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________
Contract Amount: ________________________Year: ______________________________________
Description of supplies, equipment, or services provided:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT B
REFERENCES
City Council 12 – 47 6/17/2025
CITY OF SANTA ANA
Proposer understands and agrees that this written RFP (or any part thereof specifically designated and
accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer
and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with
her signature and official seal noting hereon the action of approval of the Council, signed by the Executive
Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of
this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or
deposited with the United States Postal Service properly addressed to the proposer with the correct postage
affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish
City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays,
Sundays and City’s legal holidays), or the funds, check, draft, or proposer’s bond substituted in lieu thereof
accompanying this proposal shall become the property of the City and shall be considered as payment of
damages due to the delay and other causes suffered by City because of the failure to furnish the necessary
bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to
ascertain; otherwise said funds, check drafts, or proposer’s bond substituted in lieu thereof shall be returned
to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth
in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under
the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the
required insurance certificates are to be incorporated by reference into this agreement and are made
specifically as part of this RFP.
Firm________________________________________________________________________________
Signed and Printed Name: ______________________________________________________________
Title ________________________________________________________________________________
Date
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT C
PROPOSER’S STATEMENT
City Council 12 – 48 6/17/2025
CITY OF SANTA ANA
(Title 23 United States Code Section 112 and Public Contract Code Section 7106)
To the CITY OF SANTA ANA
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer
declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person,
partnership, company, association, organization, or corporation; that the proposal is genuine and not
collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer
to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or
agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from
bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement,
communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or
to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to
secure any advantage against the public body awarding the contract of anyone interested in the
proposed contract; that all statements contained in the proposal are true; and, further, that the proposer
has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the
contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any
corporation, partnership, company association, organization, bid depository, or to any member or agent
thereof to effectuate a collusive or sham proposal.
Note: The above non-collusion affidavit is part of the proposal. Signing this proposal on the signature
portion thereof shall also constitute signature of this non-collusion affidavit. Proposers are cautioned that
making a false certification may subject the certifier to criminal prosecution.
Signed____________________________________________________________________________
State of ________, County of __________________________________________________________
Subscribed and sworn to (or affirmed) before me on this________ day of_____________, 20____, by
________________________, proved to me on the basis of satisfactory evidence to be the person(s)
who appeared before me.
________________________
Notary Public Signature Notary Public Seal
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT D
NON-COLLUSION AFFIDAVIT
City Council 12 – 49 6/17/2025
CITY OF SANTA ANA
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or
her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned,
to any person for influencing or attempting to influence an officer or employee of any Federal
agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member
of Congress in connection with the awarding of any Federal contract, the making of any Federal
grant, the making of any Federal loan, the entering into of any cooperative agreement, and the
extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan,
or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person
for influencing or attempting to influence an officer or employee of any Federal agency, a Member
of Congress, an officer or employee of Congress, or an employee of a Member of Congress in
connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned
shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in
conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction
was made or entered into. Submission of this certification is a prerequisite for making or entering into
this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required
certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for
each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall
require that the language of this certification be included in all lower tier subcontracts, which exceed
$100,000 and that all such subrecipients shall certify and disclose accordingly.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT E
NON-LOBBYING CERTIFICATION
City Council 12 – 50 6/17/2025
CITY OF SANTA ANA
The undersigned consultant or corporate officer, during the performance of this contract, certifies as
follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of
race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that
applicants are employed, and that employees are treated during employment without, regard to their
race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the
following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pay or other forms of compensation; and selection for training, including
apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and
applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination
clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of
the Consultant, state that all qualified applicants will receive consideration for employment without
regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a
collective bargaining agreement or other contract or understanding, a notice to be provided advising
the said labor union or workers’ representatives of the Consultant’s commitments under this section,
and shall post copies of the notice in conspicuous places available to employees and applicants for
employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965,
and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant
thereto, and will permit access to his/her books, records, and accounts by the administering agency
and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules,
regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or
with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or
suspended in whole or in part and the Consultant may be declared ineligible for further Government
contracts or federally assisted construction contracts in accordance with procedures authorized in
Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and
remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule,
regulations, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and
the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive
Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract
ATTACHMENT F
NON-DISCRIMINATION CERTIFICATION
City Council 12 – 51 6/17/2025
CITY OF SANTA ANA
or purchase order as the administering agency may direct as means of enforcing such provisions,
including sanctions for noncompliance; provided, however, that in the event the Consultant becomes
involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction
by the administering agency, the Consultant may request that the United States enter into such
litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as
amended, no discrimination shall be made in the employment of persons upon public works because
of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital
status, or sex of such persons, except as provided in Section 1420, and any consultant of public
works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City Council 12 – 52 6/17/2025
Human Resources Department
www.santa-ana.org/hr
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Authorize Funding for Two (2) Additional Years for a Learning Management
System
AGENDA TITLE
Authorize Funding for Two (2) Additional Years for a Learning Management System
Agreement with Meridian Knowledge Solutions, LLC (General & Non-General Funds)
RECOMMENDED ACTION
Authorize increased subscription fees for two (2) additional years for the the agreement
with Meridian Knowledge Solutions, LLC, for the Learning Management System (“LMS”)
subscription at an annual rate of $34,005, and the add-on service of web-based training
content at an annual rate of $42,064 (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
Over the past three years, the Human Resources Department (HRD) has successfully
implemented a citywide Organizational Development and Training (OD&T) program
supported by a Learning Management System (LMS). This LMS was provided by
Meridian Knowledge Solutions. The LMS has streamlined internal course registrations,
facilitated both live and online training sessions, and enabled efficient tracking of
employee certifications.
The system has become integral to the City's training infrastructure, supporting internal
programs such as new employee orientation, mandatory safety training, performance
management, and leadership development. The LMS also provides data-driven insights
that help HRD plan for employee development more effectively.
To maintain continuity of service and support the City’s ongoing training and
organizational development goals, HRD recommends continuing with Meridian
Knowledge Solutions and the add-on service of web-based training content through
OpenSesame.
The agreement with Meridian guaranteed subscription rates through June 30, 2025,
which was $30,362 for the LMS. The new annual rate for the LMS is $34,005 for the
City Council 13 – 1 6/17/2025
Funding for Two (2) Additional Years for a Learning Management System
June 17, 2025
Page 2
5
1
1
1
next two years. The annual rate for OpenSesame is $42,064 for the next two years.
Although the Meridian software services agreement does not have a stated not-to-
exceed amount, staff requests authorization to continue using the agreement for an
additional two years at the rates noted above. The proposed budget for FY25-26 is
sufficient to cover the annual cost for both services. Continuing services for two more
years will allow HRD to continue providing a robust and scalable training platform while
avoiding disruption to existing learning programs.
The City’s agreement with Meridian Knowledge Solutions auto renews unless notice of
cancellation is provided to the new term. City staff will review service needs prior to the
ending of the two year term.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is included in the proposed FY 2025-26 budget and funding for FY 2026-27 will
be included in the proposed budget for City Council consideration.
LMS
Fiscal
Year
Accounting Unit –
Account No.
Fund
Description
Fund, Account
Description
Amount
2025-26 01109050-66511 General
Fund
Human Resources
Services – Software
Subscriptions
$34,005
2026-27 01109050-66511 General
Fund
Human Resources
Services – Software
Subscriptions
$34,005
Total $68,010
OpenSesame
Fiscal
Year
Accounting Unit –
Account No.
Fund
Description
Fund Description Amount
2025-26 08009052-62120 Liability &
Property Ins
Fund
Liability & Property Ins -
Safety Program -
Training
$12,619
2025-26 08209052-62120 Workers
Compensation
Fund
Workers Compensation
- Safety Program -
Training
$12,619
2025-26 01109051-62120 General Fund Human Resources
Services - Training,
Transportation, Meeting
$16,826
City Council 13 – 2 6/17/2025
Funding for Two (2) Additional Years for a Learning Management System
June 17, 2025
Page 3
5
1
1
1
2026-27 08009052-62120 Liability &
Property Ins
Fund
Liability & Property Ins
Fund - Safety Program -
Training
$12,619
2026-27 08209052-62120 Workers
Compensation
Fund
Workers Compensation
- Safety Program -
Training
$12,619
2026-27 01109051-62120 General Fund Human Resources
Services - Training,
Transportation, Meeting
$16,826
Total $84,128
EXHIBIT(S)
1. Agreement with Meridian Knowledge Solutions, LLC
2. Two Year Extension Quote
Submitted By: Lori Schnaider, Executive Director, Human Resources Department
Approved By: Alvaro Nuñez, City Manager
City Council 13 – 3 6/17/2025
INSURANCE NOT ON "' F A-2022-073WORKMAYNOTPROGEEU
General Terms and Conditions
This Software as a Service Subscription Agreement (this "Agreement') is made and entered into as of
the effective date set forth below (the "Effective Date") between:
Effective Date of this Agreement: May 17, 2022
MERIDIAN: CLIENT:
MERIDIAN KNOWLEDGE SOLUTIONS, LLC, City of Santa Ana
a Virginia, limited liability company 20 Civic Center Plaza, M-24
Santa Ana, CA 92701
These terms and conditions constitute the entire legal agreement between client and Meridian
Knowledge Solutions, LLC ("Meridian") concerning the access to the proprietary Meridian LMS
software program, associated documentation ("Software") and the services performed by Meridian in
support thereof. MERIDIAN and CLIENT are also referred to as "Party" or "Parties."
A. MERIDIAN has developed certain software programs and associated documentation which
MERIDIAN makes available to its CLIENT's ("Subscribers) on a Subscription ("Subscription")
basis.
B. CLIENT wishes to use MERIDIAN'S Services and Software in its business operations.
C. MERIDIAN has agreed to provide, and the CLIENT has agreed to pay for and use
MERIDIAN'S Services and Software subject to the terms and conditions of this Agreement.
D. In the event there are conflicting terms among the various documents, the order of precedence
is as follows: 1) This Agreement, including Schedule(s); 2) Project Documents; and 3)
Exhibit(s).
1. Definitions
a. Authorized User: Employees, agents, and independent contractors of the CLIENT who are
authorized to use the Software as described herein.
b. Confidential Information: Information that is proprietary or confidential of MERIDIAN as further
defined throughout this Agreement.
c. CLIENT Data: Data that is input by the CLIENT or Authorized Users of the CLIENT into the
Software for the purpose of utilizing the Software.
d. Documentation: Documents made available by MERIDIAN to the CLIENT from time to time which
may include but is not limited to documents containing Software descriptions, user manuals and
other material related to the Software.
e. Effective Date: The day this Agreement takes effect.
I. Initial Subscription Term: The initial term of this Agreement.
City Council 13 – 4 6/17/2025
g. Internal Business Operations: The internal business processes of an organization. Business
operations include the day-to-day activities of the business. Such operations facilitate the
achievement of a business' prime function.
h. Standard Business Hours: Monday through Friday 8:00am — 8:00pm Eastern Time (ET), excluding
MERIDIAN holidays.
i. Services: The access to the software services (Software Services, Implementation Services,
collectively, and any Support provided for such Services) provided by MERIDIAN to CLIENT under
this Agreement.
j. Software: The application provided as a part of the Services Subscription.
k. Subscription Fees: The fees payable to MERIDIAN by the CLIENT for the User Subscriptions.
I. Subscription Term: The tens of the Subscription.
m. Support: Functional and technical support services as set forth herein.
n. Support Policy: MERIDIAN'S policy for providing support in relation to the Services as described
herein
o. Service Levels: The Service Level commitments as set forth herein.
p. User Subscription: The subscriptions purchased to grant Authorized Users access to the Services
as described herein.
q. Product Extensions: Any modification to the base Meridian LMS application that is specific to the
CLIENT's requirements and scope as defined in the Statement of Work and any associated
Change Order. Product Extensions (also known as customizations) are prohibited in this
agreement.
r. Software Updates: Meridian govemed enhancements and defect resolutions for the Meridian LMS
software application in base product form. The release and application of any Software Update is
at the sole discretion of Meridian.
2. Subscription
a. Subject to the CLIENT purchasing the User Subscription, the restrictions set forth in this Section
and other terms and conditions of this Agreement, MERIDIAN hereby grants to the CLIENT, a
non-exclusive, non -transferable right to permit the Authorized Users of the CLIENT to (i) use such
Services; and (ii) display such Services solely for the purpose of exercising CLIENT's rights and
performing CLIENT's obligations hereunder. The foregoing subscription is subject to the
restrictions below and the other terms and conditions of this Agreement. Services shall be used
during the Subscription Terms solely for the CLIENT's Internal Business Operations.
b. In relation to the Authorized Users, the CLIENT agrees that:
I. the maximum number of Authorized Users that it authorizes to access and use the Services
shall not exceed the number of User Subscriptions CLIENT has purchased;
it. CLIENT will not allow any User Subscription to be used by more than one individual Authorized
User during an annual subscription term. A license can be reassigned in its entirety upon the
next annual subscription term to another individual Authorized User, in which case the prior
Authorized User shall be flagged inactive and no longer have any right to access or use the
Services;
City Council 13 – 5 6/17/2025
iii. MERIDIAN will monitor the actual number of Authorized Users to ensure compliance with Item
2)(a)(b) above during the annual subscription term.
c. The CLIENT will not intentionally access, store, distribute or transmit any viruses, Trojans or any
and all malicious code, or any material during the course of its use of the Services that as outlined
below. In the event any of the identified items occur, CLIENT will remove and promptly notify
MERIDIAN immediately if there is potential harm to the software.
I. is unlawful, harmful, threatening, defamatory, obscene, infringing, harassing or racially or
ethnically offensive;
il. facilitates illegal activity;
iii. depicts sexually explicit images;
iv. promotes unlawful violence;
V. is discriminatory based on race, gender, color, religious belief, sexual orientation, disability, or
any other illegal activity;
vi. causes damage or injury to any person or property; or
vli. infringes on third party intellectual property, copyright or trademark rights.
MERIDIAN reserves the right, without liability to the CLIENT, to disable the CLIENT's access to
any material that breaches the provisions of this clause.
d. It is the CLIENT best interest to test content in the staging site prior to loading it in production to
ensure the content plays as expected and records any relevant data.
e, Software Support Troubleshooting of third -party or client -developed content, as it relates to
successfully launching and tracking in the Software.
i. Software Support Troubleshooting of third -party or client -developer content, as it relates to
successfully launching and tracking in the Software.
ii. Meridian's responsibilities include: reviewing the course to determine what status/calls the
course is passing to the LMS and ensuring that the LMS has properly taken action on those
status/calls. For example; the course is responsible for passing a completion to the LMS after
a user has successfully completed the course. Meridian will review the course to determine if
the course did pass a completion status and also confirm if Meridian then appropriately marked
the user as Complete.
iii. Customer's responsibility include: providing a user impacted by any reported courseware
issue that Meridian can use to facilitate testing, providing any answer keys if the
course/content contains a test/exam/etc., and providing the courseware files to facilitate
Meridian troubleshooting as well as providing the name of the tool used to create the
content if applicable.
The CLIENT shall not except to the extent expressly permitted under this Agreement:
I. attempt to reproduce, copy, modify, duplicate, create derivative works from, frame, mirror,
republish, download, display, transmit, or distribute, in whole or in part, any portion of the
Software and/or Documentation (as applicable) in any form or media or by any means;
City Council 13 – 6 6/17/2025
ii. attempt to reverse compile, disassemble, reverse engineer or otherwise reduce to human -
perceivable form all or any part of the Software;
iii. access all or any part of the Services andfor Documentation in order to build a product or
service which competes with the Services, Software and/or the Documentation provided by
this Agreement;
V. use the Services, and/or Documentation to provide services to third parties; or
V. subject to the Assignment Section, license, sublicense, sell, rent, lease, transfer, subcontract,
assign, distribute, display, disclose, or otherwise commercially exploit, or otherwise make the
Services, and/or Documentation available to any third party except the Authorized Users, or
vi, attempt to obtain, or assist third parties in obtaining, access to the Services, and/or
Documentation, other than as provided under this clause.
g. The CLIENT shall use all reasonable endeavors to prevent any unauthorized access to, or use of,
the Services, and/or the Documentation and, In the event of any such unauthorized access or use,
promptly notify MERIDIAN. The rights provided under this Section are granted to the CLIENT only
and shall not be considered granted to any subsidiary or affiliate of the CLIENT.
h. Additional User Subscriptions
1. The CLIENT may, during any Subscription Term, purchase additional User Subscriptions In
excess of the number set out in Schedule 1 and MERIDIAN shall grant access to the Services
to such additional Authorized Users in accordance with the provisions of this Agreement.
ii. If the CLIENT wishes to purchase additional User Subscriptions, the CLIENT shall notify
MERIDIAN in writing, MERIDIAN shall evaluate such request for additional User Subscriptions
and respond to the CLIENT with approval or disapproval of the request and such approval not
to be unreasonably withheld.
iii. If MERIDIAN approves the CLIENT's request to purchase additional User Subscriptions, the
CLIENT shall, within thirty (30) calendar days of the date of MERIDIAN'S invoice, pay
MERIDIAN the relevant fees for such additional User Subscriptions as set out in Schedule 1
and, if such additional User Subscriptions are purchased by the CLIENT part way through the
Initial Subscription Term or any Renewal Period (as applicable), such fees shall not be pro-
rated for the remainder of the Initial Subscription Term or then current Renewal Period (as
applicable).
3. Fees; Payment Terms
a. Fees. In consideration of this Agreement, CLIENT will pay the Subscription fees set forth in
Schedule 2 (the "Subscription Fees"). In consideration of any other products provided or services
performed under this Agreement, CLIENT will pay the fees and charges described in the applicable
Schedule. On the Effective Date of this Agreement, the Subscription Fees shall be payable with
respect to the Initial Subscription Term and at least thirty (30) calendar days prior to each
anniversary of the Effective Date, the Subscription Fees shall be payable with respect to the next
Renewal Period. If, at any time while using the Services, the CLIENT exceeds the amount of
storage space specified in Schedule 2, MERIDIAN shall charge the CLIENT, and the CLIENT shall
City Council 13 – 7 6/17/2025
pay MERIDIAN'S then current excess data storage fees. MERIDIAN'S excess data storage fees
are set out in Schedule 2 and current as of the Effective Date. MERIDIAN shall be entitled to
increase the Subscription Fees, with respect of the additional User Subscriptions purchased,
and/or the excess storage fees at the start of each Renewal Period upon thirty (30) calendar days'
prior notice to the CLIENT and Schedule 2 shall be deemed to have been amended accordingly.
Fees are non -cancellable and non-refundable except as otherwise stated herein.
b. Payment. All fees and expenses will be due and payable to MERIDIAN within thirty (30) calendar
days after the date of invoice. All fees and expenses will be paid to MERIDIAN in United States
dollars, by wire transfer of funds to an account designated by MERIDIAN or by check sent to
MERIDIAN at Attention: Accounts Receivable, Meridian Knowledge Solutions, LLC, SO Iron Point
Circle, Suite 100, Folsom, CA 95630 unless otherwise specked by MERIDIAN. All past -due
payments will bear interest at the rate of one and one-half percent (1'/2%) per month or the
maximum rate allowed by law, whichever is less. MERIDIAN shall have the right to terminate the
Agreement for default/cause if the CLIENT does not pay MERIDIAN'S undisputed invoices within
the terms contained herein. All outstanding invoices will be due and payable immediately upon
such termination. If CLIENT does not pay MERIDIAN forany undisputed outstanding invoices, and
MERIDIAN incurs any additional costs including, but not limited to court costs, attorney's fees and
other damages, in the collection of said invoices, MERIDIAN shall have the right to recover the
additional costs from CLIENT.
c. PCI Compliance. In the event CLIENT engages in payment card transactions as part of the
services provided by MERIDIAN, CLIENT shall comply with the Payment Card Industry Data
Security Standard ("PCI-DSS") and any amendments or restatements of the PCI DSS during the
Term of this agreement. CLIENT accepts responsibility for the security of customer credit card
data in its possession, even if all or a portion of the services by MERIDIAN are subcontracted to
third parties.
d. Taxes. CLIENT acknowledges and agrees that it is responsible for the payment of all applicable
taxes and duties, including, without limitation, sales, use, excise, value added and franchise taxes,
associated with this Agreement, the products provided, and the services performed under this
Agreement, except for taxes based on MERIDIAN'S income.
e. The CLIENT shall on the Effective Date provide to MERIDIAN valid, up-to-date and complete
approved purchase order information acceptable to MERIDIAN and any other relevant information
needed by MERIDIAN to invoice CLIENT.
If MERIDIAN has not received payment within thirty (30) calendar days after the due date of any
undisputed invoice, and without prejudice to any other rights and remedies of Meridian, MERIDIAN
may, without further liability to the CLIENT, disable the CLIENT's passwords, accounts and access
to all or part of the Services. MERIDIAN shall be under no further obligation to provide any or all
of the Services while the invoice(s) concerned remain unpaid; and MERIDIAN shall have the right
to terminate the Agreement for default if the CLIENT does not pay MERIDIAN'S undisputed
City Council 13 – 8 6/17/2025
invoices within the terms contained herein. All outstanding invoices will be due and payable
immediately upon such termination. If CLIENT does not pay MERIDIAN for any undisputed
outstanding invoices, and MERIDIAN incurs any additional costs including, but not limited to court
costs, attorney's fees and other damages, in the collection of said invoices, MERIDIAN shall have
the right to recover the additional costs from CLIENT.
4. Proprietary Rights
a. CLIENT acknowledges and agrees that the Software is protected by U.S. and international
copyright, patent, trademark, trade secret and other intellectual property rights and registrations.
CLIENT acknowledges that all right, title and interest in and to the Software and all intellectual
property rights thereto will be owned solely by MERIDIAN and its licensors, as applicable. CLIENT
will not remove, obliterate, obscure or alter any copyright or other proprietary rights notice that
appears on the Software. Except for the limited rights expressly granted to CLIENT under this
Agreement, CLIENT is not granted any other rights in or to the Software. All rights in and to the
Software not specifically granted herein are reserved to MERIDIAN and its licensors, as applicable.
5. Confidentiality Obligations
a. Confidential Information. "Confidential Information" means any and all information that is of a
confidential, proprietary or trade secret nature that is furnished or disclosed by one Party to the
other Party under this Agreement. Without limiting the generality of the foregoing, "Confidential
Information" includes the Software (including the object code and source code forms therecf), the
specific business terms of this Agreement and any other information that is marked as
Confidential," "Proprietary," 'Trade Secret" or in some other manner to indicate its confidential,
proprietary or trade secret nature. "Confidential Information" will not include: (i) information that is
or becomes publicly known through no fault of the other Party ; (ii) information received from a
third party that was disclosed without breach of any confidentiality obligation; (iii) information
approved for release by written authorization of a Party ; (iv) information developed or created
independently by one Party without reference to, or use of, the other Party's Confidential
Information; or (v) information that may be required by law, regulation or an order of any court,
agency or proceeding to be disclosed, provided that the Parry from whom the Confidential
Information is sought will provide the other Party with written notice of any such required
disclosure once the Party has knowledge of it and will help the other Party at the expense of the
Party to the extent reasonable to obtain an appropriate protective order.
b. Non -Disclosure. All Confidential Information will remain the property of the Party to whom it
originally belonged and neither Party will not be deemed by virtue of its access to the other Party's
Confidential information to have acquired any right or interest in or to any such Confidential
Information, other than as specifically set forth herein. The Parties agree: (i) to hold the
Confidential Information in strict confidence; (ii) except as expressly authorized in this Agreement,
not to disclose any Confidential Information to any third party other than employees and
independent contractors of the respective Party who have a need to know the Confidential
City Council 13 – 9 6/17/2025
Information for the purposes of this Agreement and who are subject to a confidentiality agreement
that affords at least as much protection to the Confidential Information as this Section 5; (iii) to use
the Confidential Information solely and exclusively in accordance with the terms of this Agreement
in order to carry out the Party's obligations and exercise its rights under this Agreement; and (iv) to
notify the other Party promptly of any unauthorized use or disclosure of the Confidential
Information and to cooperate with and assist the other Party in every reasonable way to stop or
minimize such unauthorized use or disclosure.
c. Injunction. The Parties agree that if a court of competent jurisdiction determines that either Party
has breached, or attempted or threatened to breach, its confidentiality obligations to the other
Party or the other Party's proprietary rights, the non -breaching Party will be entitled to obtain
appropriate injunctive relief and other measures restraining further attempted or threatened
breaches of such obligations. Such injunctive relief or other measures will be in addition to, and
not in lieu of, any other rights and remedies available to the Party.
6. Client Data
a. The CLIENT shall own all rights, title and interest in and to all of the CLIENT Data and shall have
sole responsibility for the legality, reliability, integrity, accuracy and quality of the CLIENT Data.
b. MERIDIAN shall follow its commercially reasonable backup procedures for CLIENT Data and said
procedure may be amended by MERIDIAN in its sole discretion from time to time based upon best
practices. In the event of any loss or damage to CLIENT Data, the CLIENT's sole and exclusive
remedy shall be for MERIDIAN to use reasonable commercial activities to restore the lost or
damaged CLIENT Data from the latest back-up of such CLIENT Data maintained by MERIDIAN
in accordance with the backup procedure described herein. MERIDIAN shall not be responsible
for any loss, destruction, alteration or disclosure of CLIENT Data caused by any third party (except
those third parties subcontracted by MERIDIAN to perform services related to CLIENT Data
maintenance and back-up).
c. MERIDIAN shall, in providing access to the Services, comply with its Privacy Policy relating to the
privacy and security of the CLIENT Data available at http://www.merldianks.com/pdvacy-
statement/ or such other Policy as may be given to the CLIENT from time to time, as such
document may be amended from time to time by MERIDIAN in its sole discretion.
The CLIENT shall not store or process Personally Identifiable Information (PII) or Personally
Identifiable Health Information (PHI) within the Software. PII is defined as information that can be
used to uniquely identify a single individual and may include an individual's name in combination
with a Driver's License, Social Security Number or Credit Card Information. The definition of PII
varies depending on international, federal, state and local laws and the definition contained herein
shall be used for reference purposes only and shall not be construed as covering all possible
City Council 13 – 10 6/17/2025
definitions of PII. PHI is defined as any information that is related to an individual's health record
as defined by the Health Insurance Portability and Accountability Act (HIPAA).
e. PHI/PII Processing - The parties shall comply, and warrant that they have complied, with
implementing all applicable data protection and privacy laws and regulations in any relevant
jurisdiction (together, the "Data Protection Laws"), and where, in connection with this Agreement,
the Software Is processing information related to PHI/PII on behalf of the CLIENT, MERIDIAN
shall:
i. Process the PHIIPII only on the written Instructions of CLIENT;
ii. Make all reasonable efforts to implement appropriate technical and organizational measures
to protect those PHI/PII against accidental or unlawful destruction or accidental loss, alteration,
unauthorized disclosure or access, in particular where the processing involves the
transmission of data over a network, and against all other unlawful forms of processing;
iii. Return or destroy all such personal data promptly upon the termination of this Agreement, or
at any time during the term of this Agreement upon written instructions from CLIENT;
iv. Not disclose PHI/PII to any person except as required or permitted by this Agreement or with
CLIENT's written consent;
V. Provide full cooperation and assistance to CLIENT in implementing any procedures required
in order to comply with data privacy laws to which -CLIENT is subject, as advised by CLIENT
from time to time;
vi. Not process PHI/PII except to the extent reasonably necessary to the performance of this
Agreement;
vii. Notify CLIENT immediately in the event of any breach of the security of such personal data,
and cooperate with CLIENT in any post- breach investigation or remediation efforts; and
viii. Notify CLIENT promptly in the event that MERIDIAN is required by law, court order, warrant,
subpoena, or other legal or judicial process to disclose any PHI/PII to any person other than
CLIENT.
The CLIENT shall make all reasonable efforts to ensure that those Personal Data are accurate and
up to date at all times, to the extent that it is within CLIENT's ability to do so.
The Parties hereto agree, that the above warranties relating to PHI and PII are Meridian's sole
responsibilities related to the processing and control of CLIENT PHI and PII.
7. European Union Clients
In the event that CLIENT will access PII originating from a country in the European Economic Area
EEA") or from a country outside the EEA, MERIDIAN shall, if requested by CLIENT, will comply with
the applicable Privacy Law Legislation in coordination with the European Commission, relating to
requirements of the European Union's Directive on Data Protection. CLIENT warrants that it has the
consent of its employees, independent contractors or any other individual whose PII is being
processed and/or transmitted within the Services and MERIDIAN shall have no liability should CLIENT
not have received such consent. CLIENT will indemnify, defend and hold MERIDIAN harmless should
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any such individual or group of individuals bring any suit against MERIDIAN for violation of any
applicable law.
8. Limited Warranty / Acceptance
a. MERIDIAN warrants that itwill perform the Services in a manner consistent with industry standards
reasonably applicable to the performance thereof. MERIDIAN does not warrant that Client's use
of the Services will be uninterrupted or error free. The limited warranties set forth in this Agreement
do not apply to any deviation by the Software from the specifications set forth in the applicable
Schedule that is caused by, or results from, (i) improper usage of Software APIs (Application
Programming Interfaces) or the introduction/import of corrupt data into the Software by anyone
other than MERIDIAN; (ii) use of the Services for any purpose other than that authorized in this
Agreement; (III) use of the Services in combination with other software, data or products that are
defective or incompatible with, or are not authorized by MERIDIAN for use with, the Services;
iv) any malfunction of CLIENT's software, hardware, computers or computer -related equipment;
v) CLIENT'S failure to use any Updates made available by MERIDIAN; or (vi) an event of Force
Majeure (defined below).
b. Meridian does not and cannot control the flow of data to or from the software and other portions
of the internet. such flow depends in large part on the performance of internet services provided
or controlled by third parties. at times, actions or inactions of such third parties can impair or disrupt
customer's connections to the internet (or portions thereof). although meridian will use
commercially reasonable efforts to take all actions it deems appropriate to remedy and avoid such
events, meridian cannot guarantee that such events will not occur. accordingly, meridian disclaims
any and all liability resulting from or related to such events. the foregoing warranties are made in
lieu of all other warranties, express and implied, including, without limitation, any implied
warranties of merchantability or fitness for a particular purpose, and any warranties arising out of
course of dealing or course of performance. except as expressly provided herein, there is no
warranty against interference with client's enjoyment of the software or against infringement, the
services are provided "as is;' and meridian disclaims any warranty as to the quality, operation of,
access to or use of all or any part of the software and any warranty that (1) the services will operate
uninterrupted or error -free, (it) the results arising out of the use of the services will be accurate,
complete or error -free, or (iii) the services will meet the needs of client or its clients, agents or
suppliers.
c. Acceptance of the Software will be upon the CLIENT's receipt of the URL from MERIDIAN, where
CLIENT will be provided access to the Software.
9. Other CLIENT Obligations
a. The CLIENT shall provide MERIDIAN with:
I. all necessary cooperation in relation to this Agreement;
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ii. all necessary access to such information as maybe required by MERIDIAN in order to render
the Services, including but not limited to CLIENT Data, security access information and
configuration services;
iii. comply with all applicable laws and regulations with respect to its activities under this
Agreement;
iv. carry out all other CLIENT responsibilities set out in this Agreement in a timely and efficient
manner. In the event of any delays in the CLIENT's provision of such assistance as agreed
by the parties, MERIDIAN may adjust any agreed timetable or delivery schedule as
reasonably necessary;
V. ensure that the Authorized Users use the Services and the Documentation in accordance
with the terms and conditions of this Agreement and shall be responsible for any Authorized
Users breach of this Agreement;
vi, obtain and maintain all necessary licenses, consents, and permissions necessary for
MERIDIAN, its employees, subcontractors and/or agents to perform their obligations under
this Agreement, including without limitation the Services;
vii. ensure that its network and systems comply with the relevant specifications provided by
MERIDIAN from time to time; and
viii. be solely responsible for procuring and maintaining its network connections and
telecommunications links from its systems to MERIDIAN'S data centers, and all problems,
conditions, delays, delivery failures and all other loss or damage arising from or relating to
the CLIENT's network connections or telecommunications links or caused by the Internet.
10. Indemnification
a. Each Party (the "Indemnifying Party") agrees to defend the other Party, its affiliates and each of
their respective officers, directors, employees, contractors and agents (each an "Indemnified
Party") from and against any action, claim, suit, investigation or other proceeding brought by a
third party (a "Claim") to the extent such Claim results from the Indemnifying Party's breach of this
Agreement or the negligence, willful misconduct or fraud or violation of law on the part of the
Indemnifying Party, its officers, directors, employees, agents or other representatives in
connection with this Agreement. The Indemnifying Party will indemnify and hold harmless the
Indemnified Parry from any liabilities, losses, damages, judgments, awards, fines, penalties, costs
and expenses (including reasonable attorneys' fees and costs of defense) incurred by or levied
against such Indemnified Party as a result of such Claim that infringes any currently existing United
States copyright, patent, trademark or trade secret of a third party.
b. MERIDIAN will have no obligation to defend CLIENT with respect to any claim, demand, action or
proceeding, described herein, that is based upon:
1) use of other than the then -current release of the Software, if infringement could have been
avoided by use of the then -current release and the then -current release has been made available
to CLIENT; (ii) use of the Services in conjunction with CLIENT's data, where use with such data
gave rise to the infringement claim; (iii) use of the Services with other software, where use of such
other software gave rise to the infringement claim; (iv) use of any Services in a manner inconsistent
City Council 13 – 13 6/17/2025
with its documentation; or (v) use of any Services in a manner that breaches this Contract
Agreement. CLIENT will defend MERIDIAN from and against any and all liability, damage, loss or
expense (including reasonable attorneys' fees) arising out of any claim, demand, action or
proceeding based on allegations arising as a result of (i) use of the Services by CLIENT in
conjunction with any data, equipment or software not provided by MERIDIAN, where the Services
would not itself be infringing or otherwise the subject of the claim; (ii) use of the Services by
CLIENT in a manner not permitted by this Agreement; (ill); (iv) use of the Services by CLIENT in
any unlawful, improper or inappropriate manner or for any unlawful, improper or inappropriate
purpose; (v) any claim of infringement of any patent or copyright or misappropriation of any trade
secret in which CLIENT or any affiliate of CLIENT has a pecuniary or other material interest; or
vi) breach of any of CLIENT's warranties or covenants.
11. Term and Termination
The term of this Agreement will begin on the Effective Date and shall continue for the Initial
Subscription Term and, thereafter, shall be automatically renewed for successive periods of twelve
12) months ("Renewal Period"), unless:
i. Either party notifies the other party of termination, in writing, at least sixty (60) calendar days
before the end of the Initial Subscription Term or any subsequent Renewal Period, in which
case this Agreement shall terminate upon the expiration of the applicable Initial Subscription
Term or Renewal Period; or
ii. Otherwise terminated in accordance with the provisions of this Agreement; and the Initial
Subscription Term together with any subsequent Renewal Periods shall constitute the entire
Subscription Term.
b. Either party may terminate this Agreement immediately upon notice to the other party if such other
party materially breaches a provision of this Agreement or Schedule, as applicable, and fails to
cure such breach within thirty (30) calendar days after receipt of notice of such breach from the
non -breaching party. If, in the sole judgment of the non -breaching party, such breach cannot
reasonably be cured within such thirty (30) calendar day period, the non -breaching party may, in
its sole discretion, grant the breaching party an additional thirty (30) calendar day period following
the expiration of the first thirty (30) calendar day period in which to cure such breach; provided that
the non -breaching party may terminate this Agreement or such Schedule, as applicable,
immediately if the breaching party has failed to cure such breach within such second thirty (30)
calendar day period.
c. Either party may terminate this Agreement immediately upon notice to the other party if such other
party (1) files for or has filed against it a bankruptcy petition and such petition is not dismissed
Within sixty (60) calendar days after the filing date, (ii) becomes insolvent or (iii) makes an
assignment for the benefit of its creditors.
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12. Effect of Termination
a. Upon the expiration or termination of this Agreement,
I. all rights granted to CLIENT under this Agreement will immediately terminate;
ii. CLIENT will cease any further use of the Services.
b. At MERIDIAN'S request, CLIENT will verify in writing to MERIDIAN that CLIENT has taken the
actions described in Section 12(a)(ii). MERIDIAN may destroy or otherwise dispose of any
of the CLIENT Data in its possession unless MERIDIAN receives, no later than ten (10) business
days after the effective date of the termination of this Agreement, a written request for the delivery
to the CLIENT of the then most recent back-up of the CLIENT Data. MERIDIAN shall use
reasonable commercial efforts to deliver the back-up to the CLIENT within thirty (30) calendar days
of its receipt of such a written request, provided that the CLIENT has, at that time, paid all fees
and charges outstanding at and resulting from termination (whether or not due at the date of
termination). The CLIENT shall pay all reasonable expenses incurred by MERIDIAN in returning
or disposing of CLIENT Data. The accrued rights of the parties at termination, or the continuation
after termination of any provision expressly stated to survive or implicitly surviving termination shall
not be affected or prejudiced. The rights and obligations of each of the parties set forth in Sections
2, 3, 4, 5, 6, 7, 8, 10, 12, 13, 14, 17, 18, 20, 21, 23, 24 and 25 and any other Section or Statement
herein that by its nature is intended to survive will survive the expiration or termination of this
Agreement. Any payments owed by CLIENT as of the termination date shall become immediately
due and payable.
13. Limitation of Liability
Except in the case of an infringement by client of any of meridian's proprietary rights, neither party
will be liable to the other party for any lost profits, lost data or special, indirect, incidental,
consequential or punitive damages of any nature, for any reason, including, without limitation, the
breach of this agreement or any termination of this agreement, whether such liability is asserted
on the basis of contract, tort (including negligence or strict liability) or otherwise, even if such party
has been warned of the possibility of such damages and notwithstanding any failure of essential
purpose of any limited remedy of any kind. except as expressly set forth herein, all remedies,
including, without limitation, the termination of this agreement and all of the remedies provided by
law (and not excluded pursuant to the foregoing sentence) will be deemed cumulative and not
exclusive. in no event will the liability of meridian under this agreement exceed the total fees paid
by client hereunder during the twelve (12) months prior to the date any claim Is made against
MERIDIAN.
14. Government Use/Procurement
MERIDIAN provides the Service and access to the Software for ultimate U.S. Government end
use solely in accordance with the following: Government technical data and software rights related
to the Service and the Software include only those rights customarily provided to the public as
City Council 13 – 15 6/17/2025
defined in this Agreement. This customary commercial license is provided in accordance with FAR
12.211 (Technical Data) and FAR 12.212 (Software) and, for Department of Defense transactions,
DFAR 252.227-7015 (Technical Data — Commercial Items) and DFAR 227.7202-3 (Rights in
Commercial Computer Software or Computer Software Documentation). If a government agency
has a need for rights not conveyed under these terms, it must negotiate with MERIDIAN to
determine if there are acceptable terms for transferring such rights, and a mutually acceptable
written addendum specifically conveying such rights must be included in any applicable
agreement.
b. Each party shall comply with the export laws and regulations of the United States and other
applicable jurisdictions in providing and using the Service and the Software. Without limiting the
foregoing: (a) each party represents that it is not named on any U.S. government list of persons
or entities prohibited from receiving exports; and (b) each Party shall not permit any User to access
or use the Service and the Software in violation of any U.S. export embargo, prohibition or
restriction.
15. Assignment
CLIENT may not assign or otherwise transfer this Agreement or Its rights and obligations
hereunder without the prior written consent of MERIDIAN, which consent will not be unreasonably
withheld. Any transaction or series of transactions in which (i) more than fifty percent (50%) of the
outstanding voting stock or membership interests of CLIENT are transferred to a third party, or
it) all or substantially all of CLIENT's assets are sold to a third party, will be deemed an assignment
of this Agreement. Any purported assignment or other transfer without the consent of MERIDIAN
a) will be void and of no force or effect, and (b) will constitute a material breach of this Agreement.
16. Force Majeure
Except for a party's payment obligations hereunder, neither party will be deemed in default of this
Agreement to the extent that performance of its obligations, or attempts to cure any breach thereof,
are delayed or prevented by reason of any act of God, fire, natural disaster, accident, terrorist
attack, act of government, network or telecommunication system failure, sabotage or
any other cause beyond the control of such party ("Force Majeure"), provided that such party
promptly gives the other party notice thereof. In the event of such Force Majeure, the time for
performance or cure will be extended for a period equal to the duration of the Force Majeure but
not in excess of six (6) months.
17. Severability
If a court of competent jurisdiction determines that any provision of this Agreement is illegal, invalid
or otherwise unenforceable for any reason, such provision will be deemed stricken to the extent
City Council 13 – 16 6/17/2025
that it is illegal, invalid or otherwise unenforceable. All remaining provisions will remain in full force
and effect and this Agreement will be interpreted as if it had not contained the severed provision.
18. Governing Law
Issues regarding the validity, ownership or enforcement of any copyright, patent, trademark or
other proprietary right licensed or sublicensed hereunder will be determined under the applicable
law of the United States and the State of California, as applicable. With respect to all other issues,
this Agreement will be construed under and governed by the substantive laws of the State of
California without resort to conflict of laws principles. Each party agrees that any legal proceeding
commenced by one party against the other party under this Agreement will be brought in any state
or Federal court having jurisdiction over Orange County, California. Each party submits to such
jurisdiction and waives any objection to venue or claim of inconvenient forum. This Agreement will
not be governed by the United Nations Convention on Contracts for the International Sale of
Goods, the application of which is expressly excluded.
19. Headings
Captions and section headings used herein are for reference purposes only and will not control or
alter the meaning of this Agreement as set forth in the text.
20. Waiver
a. A waiver of any right under this Agreement is only effective if it is in writing and it applies only to
the party to whom the waiver is addressed and to the circumstances for which it is given.
b. Unless specifically provided otherwise, rights arising under this agreement are cumulative and do
not exclude rights provided by law.
21. Notices
Any notice required to be given under this agreement shall be in writing and shall be delivered by hand
or sent by pre -paid first-class post or recorded delivery post to the other party at its address set out in
this agreement, or such other address as may have been notified by that party for such purposes. A
notice delivered by hand shall be deemed to have been received when delivered (orrf delivery is not
in business hours, at 9 AM on the first business day following delivery). A correctly addressed notice
sent by pre -paid first-class post or recorded delivery post shall be deemed to have been received at
the time at which it would have been delivered in the normal course of post.
City Council 13 – 17 6/17/2025
If to MERIDIAN: With a copy to: If to CLIENT: ATTN: With a copy to:
ATTN: Contracts ATTN: Legal Lori Schneider, HR Clerk of Council
Meridian Department City of Santa Ana City of Santa Ana
Knowledge Meridian 20 Civic Center Plaza 20 Civic Center Plaza
Solutions, LLC Knowledge M-24 M-30
80 Iron Point Solutions, LLC P.O. Box 1988 P.O. Box 1988
Circle 80 Iron Point Santa Ana, CA 92701 Santa Ana, CA 92701
Suite 100, Circle
Folsom, CA Suite 100
95630 Folsom, CA
95630
22. No Partnership or Joint Venture
Nothing in this agreement is Intended to or shall operate to create a partnership between the
parties, or authorize either party to act as agent for the other, and neither party shall have the
authority to act in the name or on behalf of or otherwise to bind the other in any way (including,
but not limited to, the making of any representation or warranty, the assumption of any obligation
or liability and the exercise of any right or power). This Agreement shall not prevent MERIDIAN
from entering into similar agreements with third parties, or from independently developing, using,
selling or licensing documentation, products and/or services which are similar to those provided
under this Agreement.
23. Non-Sollcitation
In addition to the obligations set forth in Section 5, during the term of this Agreement and for a
period of twelve (12) months Immediately following the last occurrence of any introductions,
interviews, or provision of services under this Agreement, the PARTIES agree not to solicit or hire,
indirectly or directly, in either an employee or independent contractor capacity, any individual who
1) was introduced under this Agreement; III) the PARTIES have interviewed under this Agreement;
III) has provided services under this Agreement, or (iv) the PARTIES or its employees,
representatives and or agents have received information about or as the result of any introduction,
interview or service provided under this Agreement. Should a PARTY breach this Section of the
Agreement in any instance the breaching PARTY will pay the other PARTY an amount of two (2)
times the then current annual salary (including any applicable bonus compensation) of the
individual solicited. Said payment will be made within fifteen (15) calendar days of the breach as
notified in writing by the non -breaching PARTY. The Parties hereto further agree that the limit on
liability as defined herein does not apply to this Section 23.
24. Disputes and Arbitration
a. The parties agree that in the event of a dispute or alleged breach they will work together in good
faith to resolve the matter internally by escalating it to higher levels of management and, if
City Council 13 – 18 6/17/2025
necessary, to use a mutually agreed upon alternative dispute resolution mechanism (other than
arbitration) prior to resorting to arbitration. If the parties are unsuccessful at resolving said dispute
or alleged breach, then the parties shall seek arbitration. Except as set forth in Section 5, the
parties agree to submit to binding arbitration within six (6) months of the last event giving rise to
any controversy arising out of this Agreement or involving the construction or application of any of
the terms of this Agreement and to waive any statute of limitations to the contrary. Notification to
the other party of a written request for arbitration shall comply with Section 22 governing Notices.
Any timely and properly noticed request for arbitration shall be submitted to binding arbitration
through the American Arbitration Association pursuant to its Commercial Arbitration Rules. Each
party shall pay for its own attorneys' fees and costs for the arbitration. The parties shall split equally
the cost of the arbitrator. Both parties are entitled to conduct discovery in accordance with any
applicable law. The arbitrator shall apply Virginia and Federal law to the issues presented and
shall issue a written memorandum of decision. The decision of the arbitrator shall be final and
binding, and the parties waive the right to a jury trial, a trial de novo or appeal except for the
purpose of enforcing the arbitrator's decision. The prevailing party will be entitled to recover
reasonable attorneys' fees and costs of any action for enforcement, the amount of any such
attomeys' fees and costs award to be determined by the Arbitrator.
b. Except as set forth in Section 5 with regard to Injunctive relief, the parties expressly state that it is
their intent to arbitrate disputes between them. Therefore, this Agreement shall be construed so
as to be consistent with applicable Federal and Virginia law and to be enforceable to the maximum
extent allowable by law to provide arbitration as the forum to resolve their disputes. If necessary,
any portion of this Agreement that is unenforceable by law shall be stricken, and the arbitrator or
the court, as the case may be, shall have the power to reform this Agreement to the extent
necessary to comply with applicable law and to give effect to the parties' intent that they shall
arbitrate their disputes.
25. Publicity
CLIENT grants MERIDIAN permission to utilize the CLIENT's trademarks, trade names, or other
designations in any promotion, press release or publication subject to CLIENTS advance approval of
said promotion, press release or publication. MERIDIAN will provide proposed promotion, press
release or publication to CLIENT within a reasonable time but not less than two business days prior
to draft being made public. CLIENT will have the right to make any changes that CLIENT deems
reasonably necessary.
26, Entire Agreement
a. Except as otherwise provided for herein, this Agreement constitutes the entire agreement between
the parties pertaining to the subject matter hereof and supersedes all prior and contemporaneous
agreements, negotiations and understandings, oral or written, between the parties with respect to
the subject matter hereof. This Agreement will be binding on and inure to the benefit of the legal
representatives, successors and permitted assigns of the parties. This Agreement may not be
City Council 13 – 19 6/17/2025
modified or refined unless amended by both Parties under a written and signed amendment. The
issuance of any additional terms and conditions by either Party hereto included with purchase
orders or other documents are null and void. In the event of any conflict between these General
Terms and Conditions and a provision of any Schedule, the provision of the Schedule will control,
but only with respect to the subject matter of the Schedule.
27. Service Level Agreement and Software Support
The Services provided by MERIDIAN under this agreement are bound by the Service Level Agreement
SLA) as described herein. In the case of an SLA violation, the respective remedies described herein
will apply. The SLA penalty applicable in any given month is subject to a total cumulative penalty cap
of 10% of the current month's hosting service fees ("Service Credits"),
Any Service Credits due under this agreement will be credited promptly but in no event later than the
quarter following the calculation of the Service Credit.
MERIDIAN will be provided a ramp up period of ninety (90) days from software Go Live (Production
go live date) before any SLA requirements and subsequent remedies go into effect.
System Availability: will mean, with respect to any particular calendar month, the ratio obtained by
subtracting Unscheduled Downtime during such month from the total time (measured in minutes)
during such month, and thereafter dividing the difference so obtained by the total time during such
month. Represented algebraically, System Availability for any particular calendar month is determined
as follows:
System Availability = (
Total Monthly Time — Unscheduled Downtime)
Total Monthly Time
Note: "Total Monthly Time" is deemed to include all minutes in the relevant calendar month excluding
minutes of downtime caused by Scheduled Downtime, only to the extent such minutes are included
within the Subscription Agreement Term.
MERIDIAN will undertake commercially reasonable measures to ensure that System Availability
equals or exceeds 99,70 % during each calendar month. MERIDIAN will undertake commercially
reasonable measures to notify CLIENT in advance of Scheduled Downtime. The timing of Scheduled
Downtime is subject to change at MERIDIAN's sole discretion.
Measurement and Reports: MERIDIAN will monitor System Availability metrics on an ongoing basis.
All measurements of System Availability will be calculated on a monthly basis for each calendar month
during the term of this agreement. MERIDIAN shall provide the System Availability report to CLIENT,
on an as required basis, when requested by CLIENT. This report will contain performance metrics
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against the System Availability SLA obligations as depicted herein; and specific to unscheduled
downtime events only.
Remedies: In the event System Availability is not equal to or greater than 99.70% for a given month,
CLIENT will be entitled to service level credits against its subsequent payment obligations (as set forth
in this Subscription Agreement) according to the following chart:
System Availability Available Credit (% of monthly service fee)
99.70% - 100.00% No Credit.
95.000/6- 99.69% Three percent (3%) of the applicable monthly hosted service
fees for the applicable calendar month.
90.00% - 94.99% Six percent (6%) of the applicable monthly hosted service
fees for the applicable calendar month.
89,99% Ten percent (10%) of the applicable monthly hosted service
fees for the applicable calendar month.
CLIENT's credits under this section are CLIENT's sole and exclusive remedy with respect to any
Unscheduled Downtime or any failure by MERIDIAN to meet the Service Availability required by this
agreement. The monthly available credit is capped at the lesser of $5,000 or the total cap as set forth
in the System Availability section herein.
1) Exceptions
CLIENT shall not receive any credits in connection with any failure or deficiency Availability caused
by or associated with:
I. Force Majeure events beyond MERIDIAN's reasonable control, including, without limitation,
acts of any governmental body, war, insurrection, sabotage, armed conflict, embargo, fire,
flood, strike or other labor disturbance, interruption of or delay in transportation, unavailability
of or interruption or delay In telecommunications or third parry services, virus attacks or
hackers, failure of third party software (including, without limitation, ecommerce software,
payment gateways, chat, statistics or free scripts) or inability to obtain raw materials, supplies,
or power used in or equipment needed for provision of this Schedule;
ii. Failure of access circuits to the ISP Network, unless such failure is caused solely by
MERIDIAN;
iii. Scheduled maintenance and emergency maintenance and upgrades;
iv. DNS issues outside the direct control of MERIDIAN;
V. Issues with FTP, POP, or SMTP CLIENT access;
vi. False Schedule breaches reported as a result of outages or errors of any MERIDIAN
measurement system,
A. CLIENTS acts or omissions (or acts or omissions of others engaged or authorized by CLIENT),
including, without limitation, custom scripting or coding (e.g., CGI, Pad, HTML, ASP), any
negligence, willful misconduct, or use of the Services in breach of MERIDIAN's Terms and
Conditions and Acceptable Use Policy;
City Council 13 – 21 6/17/2025
viii. E-mail or webmail delivery and transmission;
ix. DNS (Domain Name Server) Propagation; and / or
X. Outages elsewhere on the Internet that hinder access to your account. MERIDIAN is not
responsible for browser or DNS caching that may make your site appear inaccessible when
others can still access it. MERIDIAN will guarantee only those areas considered under the
control of MERIDIAN: MERIDIAN server links to the Internet, MERIDIAN'S routers, and
MERIDIAN'S servers.
2) Software Support. MERIDIAN will provide software support as defined below:
i. During Standard Business Hours
ii. Access for up to three (3) named system administrators, provided their successful completion
of Meridian's administrator proficiency training
iii. Help desk support and guidance on the use of existing base product functions. Effort
exceeding a total of one (1) hour per one function is considered Training and is not included
as part of Software Support.
iv. Troubleshooting of CLIENT reported functional and technical issues related to the intended
use of the Software.
V. Troubleshooting of third -party or client -developed content, as it relates to successfully
launching and tracking in the Software.
To provide effective support for CLIENT submitted support requests, MERIDIAN will categorize
issues based upon the issue's severity level and the time it was received. MERIDIAN may require
additional details from CLIENT after initial issue submission to help resolve the issue. Additional
details regarding severity levels and response time targets are detailed in MERIDIAN's Support
Policy.
3) Support Exclusions. All other support that is not explicitly defined in Section 2 Software Support
in this Schedule is excluded.
4) Credit Request and Payment Procedures.
In order to receive a credit for system availability as defined in Section 27b herein, CLIENT must
make a request therefore by sending an email message to creditrequest@meridianks.com. Each
request in connection with this Schedule must include CLIENT's account number (per MERIDIAN's
invoice) and the dates and times of the unavailability of CLIENT's Web site and must be received
by MERIDIAN within ten (10) business days after CLIENT's Web Site was not available. If the
unavailability is confirmed by MERIDIAN, credits will be applied within one week after MERIDIAN's
receipt of CLIENT's credit request.
Notwithstanding anything to the contrary herein, the total amount credited to CLIENT in a particular
month under this Service Level Agreement shall not exceed the total Subscription fee paid by
CLIENT for such month for the affected Services. Credits are exclusive of any applicable taxes
charged to CLIENT or collected by MERIDIAN and are CLIENT's sole and exclusive remedy with
respect to any failure or deficiency In the Availability of Service.
City Council 13 – 22 6/17/2025
28. Insurance
Meridian shall procure and maintain for the duration of the contract insurance against claims for
injuries to persons or damages to property, which may arise from or in connection with the
performance of the work hereunder, and the results of that work by the Meridian, its agents,
representatives, or employees..
A. Minimum Insurance Coverage -Coverage shall beat least as broad as:
I. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
1,000,000 per occurrence. If a general aggregate limit applies, either the general
aggregate limit shall apply separately to this projectllocation (ISO CG 25 03 or 25 04)
or the general aggregate limit shall be twice the required occurrence limit.
2. Workers' Compensation insurance as required by the State of California, with Statutory
Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per
accident for bodily injury or disease.
B. Other Insurance Provisions- The insurance policies are to contain, or be endorsed to
contain, the following provisions:
f. Additional Insured Status- The City, its officers, officials, employees, and volunteers are to
be covered as additional insureds on the CGL policy with respect to liability arising out of
work or operations performed by or on behalf of the Meridian including materials, parts, or
equipment furnished in connection with such work or operations. General liability coverage
can be provided in the form of an endorsement to Meridian's insurance (at least as broad
as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and
CG 20 37 forms If later revisions used).
Primary Coverage- For any claims related to this contract, Meridian's insurance coverage shall be
primary insurance primary coverage at least as broad as ISO CG 20 01 0413 as respects the City,
its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by
the City, its officers, officials, employees, or volunteers shall be excess of the Meridian's insurance
and shall not contribute with it.
Notice of Cancellation- Each insurance policy required above shall state that coverage shall not
be canceled, except with notice to the City.
Waiver of Subrogation- Meridian hereby grants to City a waiver of any right to subrogation, which
any insurer of Meridian may acquire against the City by virtue of the payment of any loss under
such insurance. Meridian agrees to obtain any endorsement that may be necessary to affect this
waiver of subrogation, but this provision applies regardless of whether or not the City has received
a waiver of subrogation endorsement from the insurer.
City Council 13 – 23 6/17/2025
C. Acceptability of Insurers- Insurance is to be placed with insurers authorized to conduct
business in the state with a current A.M. Best's rating of no less than A:VII, unless
otherwise acceptable to the City.
D. Verification of Coverage- Meridian shall furnish the City with original Certificates of
Insurance including all required amendatory endorsements (or copies of the applicable
policy language effecting coverage required by this clause) and a copy of the Declarations
and Endorsement Page of the CGL policy listing all policy endorsements to City before
work begins. However, failure to obtain the required documents prior to the work beginning
shall not waive Meridian's obligation to provide them. The City reserves the right to require
complete, certified copies of all required insurance policies, including endorsements
required by these specifications, at any time.
E. Subcontractors- Meridian shall require and verify that all subcontractors maintain insurance
meeting all the requirements stated herein, and Meridian shall ensure that City is an
additional insured on insurance required from subcontractors.
F. Special Risks or Circumstances- City reserves the right to modify these requirements,
including limits, based on the nature of the risk, prior experience, insurer, coverage, or
other special circumstances.
29. Survival
In the event of any termination of the Agreement, Sections 2, 3. 4, 5, 6, 7, 8, 9, 10, 11, 12, 13,
14. 15, 16, 17. 18, 19, 21, 22, 23, 24, 25, 27, and 28 shall survive and continue in effect.
MERIDIAN: CLIENT:
MERIDIAN KNOWLEDGE SOLUTIONS,
L gr ra, limited iabili company
By: { % By:
Printed Name:S el- f 1 A , -Ftrc-1'&2TP
By:
Name: Kristine Ridge
Title: CkA I5 'I t T 7 t5'j-(LgT117C" Title: City ManagerOr- t c92Date:
DS , a.5 . ^ oa^ . Date:
Signatures continue on the next page]
City Council 13 – 24 6/17/2025
ATTEST:
Daisy Gomez
Clerk of Council
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
syf u., a A.
Laura A. Rossini
Chief Assistant City Attorney
RECOMMENDED FOR APPROVAL:
son Motsick
Executive Director
Human Resources Agency
City Council 13 – 25 6/17/2025
SCHEDULEI
IMPLEMENTATION SERVICES SET UP AND OPTIONAL SERVICES
STATEMENT OF WORK # SOW-001
This Schedule One (1) Statement of Work ("SOW) defines the implementation Services being
provided by MERIDIAN to CLIENT under the terms and conditions of the Software as a Service and
Subscription Agreement; in order to enable MERIDIAN to deliver and CLIENT to receive those
Software Services; and is executed by and between MERIDIAN and CLIENT.
A. Summary of Scope Implementation Professional Services
Standard Deliverable Summary
Meridian LMS software will be delivered to CLIENT preconfigured with standard settings derived
from best practices. CLIENT will be provided a limited set of software configurable options that
can be personalized to enable the software to meet their business needs (i.e. SCORIA settings,
Virtual meeting setup, domain configurations). MERIDIAN will (1) work with CLIENT to determine
how these options should be configured and (2) implement each option based on the set of
configurable parameters inherent to the software. Configuration will be limited to the product
capabilities outlined in the current version of the MERIDIAN manuals and documentation as well
as the scope defined herein.
The following table summarizes the software setup tasks that MERIDIAN will provide on a FFP
basis. Details and scope of these services are further defined in Section B herein.
Standard Software Setup Tasks
1. Installation of Meridian LMS Environments 2, Discovery Session/Joint Requirements
Development (JRD)
3. Configuration & Branding Application 4. System Integration
5. Production Installation 6. Training
7. Go Live Support
Additional
8. Historical Data Migration 9. Single Sign -On
10. E-Commerce Integration 11.AdHoc Report Builder Implementation
12.Open Sesame Connection 13. HRIS/User Data Feed
City Council 13 – 26 6/17/2025
2. Change Control
CLIENT acknowledges and agrees thata fundamental guiding principle for planning and executing
this process, including the establishment of the User requirements, will be the utilization of existing
functionality of the Meridian LMS application on an out of the box basis. This functionality will be
used to implement and deploy the requirements as defined herein and further by the Requirements
documentation to be mutually developed and approved with the CLIENT. The estimated consulting
fees and the planned schedule are based on this principle. The purpose of the Change
Management process is to ensure that requests for Project changes (to requirements or software
configuration) are properly recorded, evaluated/assessed, properly dispositioned, and
incorporated into the software implementation scope as required, and schedules with the proper
priority and deliverable due dates.
8. Scope Details
MERIDIAN will setup CLIENT's solution according to the following in -scope details. Each task is
documented below, along with the MERIDIAN and CLIENT deliverables associated with each task,
assumptions, and the acceptance criteria.
Any additional configurations, or e-learning consulting by MERIDIAN, outside the scope defined
herein, can be performed by:
a. MERIDIAN Professional Services on a fixed fee or time and materials basis under a separate
change request, or
b. CLIENT upon the completion of MERIDIAN Administration training.
MERIDIAN offers its Direct Labor Rates as depicted herein. Cost estimates for any additional
services will be provided to CLIENT upon CLIENT'S request. Upon execution of the Schedule 2
Change Order, defining the additional work to be performed, associated cost and any other
relevant information, MERIDIAN will commence work.
1. Standard Setup Tasks: Installation of Meridian LMS Environments.
The purpose of this task is to establish the Meridian LMS pre -production environments that support
the software implementation frfecycle as outlined further in this SOW and ensure configuration
management between software environments. The following software environments will be
installed with out of the box settings as part of this task.
Stage MERIDIAN'S Staging Environment is an environment that is utilized to setup the
External) CLIENT software based upon scope defined herein. The Stage environment is
available for CLIENT Acceptance Testing, allowing project participants and
stakeholders to log in and review overall functionality, implementation
configurations, product extensions, and integrations that are applicable.
City Council 13 – 27 6/17/2025
2. Standard Setup Tasks: Discovery SessiontJoint Requirements Development (JRD)
The purpose of this task is for the facilitation of the Discovery/Joint Requirements Development
Session to establish Meridian LMS application branding, system configurations, and integrations.
Furthermore, this session provides high level business process mapping to the Meridian LMS
application.
City Council 13 – 28 6/17/2025
3. Standard Setup Tasks: Configuration and Branding Application
The purpose of this task is to configure and test the Meridian LMS software application based
upon the completed and approved Requirements Document as defined in task B.2 above.
MERIDIAN Deliverables CLIENT Deliverables
Complete the setup of all agreed upon Graphics per branding checklist
software application configurations. specifications.
Setup One (1) branded Meridian LMS
CLIENT specific skin.
Assumptions Acceptance Critcria
Application Branding — MERIDIAN will Configurations completed and tested per
deliver one (1) round of final pre -production the Requirements specified in task B.2
skin mock up to the CLIENT for review and above.
approval prior to setup in the Meridian LMS Meridian LMS application CLIENT Branded
CLIENT Stage environment. skin configured and tested, per the
Application Branding — MERIDIAN will Requirements specified in task B.2 above.
deliver one (1) round of final pre -production
skin review and changes upon applying to
the Meridian LMS CLIENT Stage
environment.
MERIDIAN will conduct and support five (5)
days of Customer Acceptance Testing for
all tasks defined in section B herein.
4. Standard Setup Tasks: System Integration
The purpose of the following task is to setup the inbound to Meridian LMS HRIS Integration. The
HRIS inbound feed transmits employee detail from CLIENT's HR system to MERIDIAN (e.g.
Employee Name, Organization, and Job Title).
CLIENT will provide three (3) flat files to MERIDIAN, in MERIDIAN's format, for the inbound
processing and loading of HRIS data (Organizations, Job Titles, User data). The HRIS/DAILY
FEED data (flat files) must follow the specifications designated in MERIDIAN's HRIS templates.
Any extension of the file schema's and/or processing/validation requirements may result in an
expansion of scope for this task and may require additional funding. Meridian's tool to process the
aforementioned flat files performs the appropriate inserts and updates of Organization Data, Job
Titles, then Users, processing all data through the native API's of Meridian LMS.
City Council 13 – 29 6/17/2025
DIAN Deliverables CLIFNT nr
MERIDIAN Base HRIS template. Backfill and delivery of the three (3) flat files
Configuration of the Meridian LMS HRIS to Meridian for processing: User Data,
Tool based upon the completed Organizations, Job Titles.
Requirements Document specified in task
B.2 above.
One preproduction load of a subset of
CLIENT production ready data for CAT
purposes.
One production lead of full user data into
the CLIENT production environmentwinplionsAcceptanceCriteria
One-way HRIS integration inbound to the HRIS Tool configured and tested per the
Meridian LMS application only. Requirements specified in task B.2 above,
Meridian configure the HRIS and load a in the Meridian LMS CLIENT Stage
subset of CLIENT production ready user environment.
data in the Meridian LMS CLIENT Stage One (1) final data load in Meridian LMS
environment for testing purposes. CLIENT Production environment.
MERIDIAN will conduct and support five (5)
days of Customer Acceptance Testing for
all tasks defined in section B herein.
Upon completion of CAT, MERIDIAN will
load a full set of CLIENT production data in
the Meridian LMS CLIENT production
environment.
S. Standard Setup Tasks: Production Installation
The purpose of this task is to complete the installation of the Meridian LMS base application,
database, configurations, branding and integrations into the Meridian LMS CLIENT production
environment.
City Council 13 – 30 6/17/2025
Technical support does not extend to other accessible per the Requirements
software or hardware support, data specified in task B.2 above,
integradon/migration or the resolution of base
product issues.
MERIDIAN will conduct and support five (5)
days of Customer Acceptance Testing for all
tasks defined in section B herein.
6. Standard Setup Tasks: Training
The purpose of this task is to provide Implementation Readiness and Administrative training during
the project implementation. The description of these trainings and the number of respective days
is provided below.
Training Types Definitions
Implementation Readiness Training (IRT) — two (2) days — The purpose of IRT is to level set
terminology and provide core system concepts and features as it relates to key decisions that
will be required during the Discovery/Joint Requirements Development Session.
Administrative — two (2) days — The purpose of Administrative training is to provide the in-
depth knowledge necessary to support administration system features and functions for the
set up and management of the Meridian Learning Management System.
MERIDIAN•
Conduct required training sessions as Provide list of trainees, location(s)7nd
depicted herein. training equipment in order to facilitate a
Printed Student Guides for up to twelve (12) hands-on training and demonstration of
people. product features and functionality.
Pre -approval of travel reimbursement, if
Assumptions
onsite instructor led training is required.
Acceptance Criteria
No more than twelve (12) people. Delivery of the scoped number of days of
Travel costs are not included in the cost. training by type.
Implementation Readiness Training is
provided prior to the Discovery/Joint
Requirements Session.
Administrative Training is typically provided
towards the end of the implementation.
schedule, prior to the Customer Acceptance
Testing initiation; but can be mutually agreed
upon.
A minimum of two (2) weeks' notice is required
prior to the scheduling of training in order to
City Council 13 – 31 6/17/2025
appropriately manage resource schedules and
minimize travel costs/impacts.
End User Training is not provided within the
current scope of services.
Train -the -Trainer Training is not provided
within the current scope of services.
Technical Training is not provided within the
current scope of services.
Training Cancellation Policies
Rescheduling or cancellations may result in a cancellation fee per the following schedule, plus any
reasonable and necessary expenses incurred as a result of preparing to deliver the training
described herein. Notification of a cancellation or reschedule must be made to MERIDIAN in
writing.
More than 20 business days prior to training — 0% of standard Training fee.
11-20 business days pdorto training start— 25% of standard Training fee.
6-10 business days prior to training start — 50% of standard Training fee.
0-5 business days prior to training start— 100% of standard Training fee.
7. Standard Setup Tasks: Go -live Support
The purpose of this task is to provide CLIENT support from the initial deployment of configurations,
branding, and integrations into the Meridian LMS CLIENT Production environment. This period
allows the CLIENT to validate that Meridian LMS application containing all configuration, and
integrations into the Production environment. Furthermore, it is the period in which the CLIENT is
to finalize administrative configuration settings, new course and content readiness.
City Council 13 – 32 6/17/2025
8. Additional Tasks: Historical Data Migration
The purpose of this task is to provide a Data Migration with the standard Meridian LMS
implementation services as depicted herein. The Legacy Data Migration (migration of user
historical transcript data to Meridian LMS), Meridian will support a one-way, inbound, one-time
Production data migration to import historical data based on the maximum record set of up to
100,000 records.
DIAN Deliverables CLIENT e
MERIDIAN Base Data Migration template. Backfill and delivery of the one (1) flat
Configuration of the Meridian LMS HRIS Tool file to Meridian for processing: User
based upon the completed Requirements Data, Transcripts.
Document specified in task B.2 above.
One pre -production load of a subset of
CLIENT production ready data for CAT
purposes.
One production load of full user data into the
CLIENT production environment.
Assumptions Acceptance Criteria
One-way inbound Data Migration into the Data Migration completed and tested per
Meridian LMS application only, the Requirements specified in task B.2
CLIENT cannot change the format of the Data above, in the Meridian LMS CLIENT
Migration XLS file template. Stage environment.
Meridian will load a subset of CLIENT One (1) final data load in Meridian LMS
production ready historical data in the Meridian CLIENT Production environment.
LMS CLIENT Stage environment for testing
purposes.
Content is not included in -scope.
MERIDIAN will conduct and support five (5)
days of Customer Acceptance Testing for all
tasks defined in section B herein.
Upon completion of CAT, MERIDIAN will
perform a one-time full data load of CLIENT
production data in the Meridian LMS CLIENT
production environment.
9. Additional Tasks: Single Sign -On
The purpose of this task is to provide an Active Directory or SAML integration with the Meridian LMS
Implementation. Setup is limited to the Meridian LMS application out -of -the -box solution for the
integration of Microsoft Active Directory services/LDAP/SAML 2.0.
City Council 13 – 33 6/17/2025
MERIDIAN Deliverables
If Active Directory or LDAP: If Active Directory or LDAP:
Map Active Directory (AD) accounts to Provide remote access and credentials
Meridian LMS using "sAMAccountName" or to access AD/LDAP for application
other unique identifier. Business Logic to query for
Establish service to query AD. authentication.
Configure IPsec tunnel. Validate AD access in Meridian LMS
If SAML 2.0: CLIENT Stage and Production
Configure SAML Assertion Authentication. environment.
Configure digital certificate for SAML signature SAML 2.0:
validation. Provide SAML Authentication
Configure SSL certificate for Meridian LMS environment.
site. Provide digital certificate to enable
SAML digital signature on Meridian LMS
hosting server.
Provide SSL certificate to enable
secured communication between
Meridian LMS and Authentication
provider.
Validate SAML access in Meridian LMS
CLIENT Stage and Production
environment.
AsSUMPtIOTIS Acceptance Criteria
Alternate or multiple Directory Services are out AD/LDAP/SAML integration/access
of scope. validated in Meridian LMS CLIENT
Single Sign -On mechanism must be Stage and Production environments; and
utilized/enforced across all domains. per the Requirements specified in task
SAML 2.0 Assertion integration assumes user B.2 herein.
accounts already exist in Meridian LMS and
UID attributes of SAML assertion properly
maps to the Meridian LMS Login ID.
MERIDIAN will conduct and support five (5)
days of Customer Acceptance Testing for all
tasks defined in section B herein.
10. Additional Tasks: eCommerce Integration
The purpose of this task is to provide E-Commerce integration with the Meridian LMS
implementation. The Meridian LMS application has native and standard integration capabilities
with CyberSource, PayPal, Digital River, Authorize.Net and Elavon's e-commerce engine.
Meridian will support the configuration and setup of one integration to work with Client's respective
merchant account.
City Council 13 – 34 6/17/2025
e-
Commerce functionality with Client's account
one (1) Payment Gateway only).
Merchant Account credentials to support the
required configurations of the Merchant Account
to be used/integrated with the Meridian LMS
application's a -commerce functionality.
Limited to one (1) payment Gateway only: TBD
Any other Payment vendors requiring integration
are not covered under this scope of work.
MERIDIAN will conduct and support five (5) days
of Customer Acceptance Testing for all tasks
defined in section B herein.
11. Additional Tasks: AdHoc
Provide MERIDIAN with the
applicable Merchant Account
credentials.
CLIENT validation of a successful
transaction of purchase through e-
commerce functionality into the live
Merchant account.
Confirmation that the e-commerce
functionality has been correctly
configured and is functioning with
Customer's account information, and
in the Requirements specified in task
B.2 herein.
The purpose of this task is to install and setup the standard AdHoc reporting module for the
CLIENT. Setup is limited to the Meridian LMS out of the box solution for AdHoc module that
includes identified base product views and data object relationships.
12. Additional Tasks: Open Sesame Integration
City Council 13 – 35 6/17/2025
The purpose of this task is to configure and connect to the CLIENT's Open Sesame account of
courseware. Setup is limited to the Meridian LMS out of the box solution.
MERIDIAN Deliverables CLIENT Deliverables
Configuration of the Meridian LMS application. Provide MERIDIAN all requested account
information.
Assumptions Acceptance Criteria
MERIDIAN will create all needed configurations Confirmation that the Meridian Open
and database updates. Sesame functionality has been correctly
configured and is functioning per
the Requirements.
13. Additional Tasks: HRISIUser Data Feed
C. Project Schedule
The scope of the implementation services as depicted herein is limited to a one (1) phase software
deployment, estimated to take sixteen (16) weeks.
Schedule is dependent on CLIENT's ability to:
1. Complete all Discovery and Planning activities per the mutually agreed upon baselined Project
Plan, Including but not limited to:
a. Data Template Completion.
2. Provide Configuration and Integration Requirements in a timely manner.
3. Provide feedback on all loaded data in a timely manner.
4. Execute Customer Acceptance Testing activities per the agreed upon Project Plan.
A draft Project Plan will be provided within one (1) week after the Project Kick -Off date. The
detailed Project Plan is subject to modification during the software implementation lifecycle with
the mutual agreement of both the CLIENT and MERIDIAN.
D. Roles and Responsibilities
MERIDIAN and CLIENT agree to staff the Project at levels and conditions as set forth in the
mutually agreed upon Project Plan. At a minimum, across all tasks as defined in section B.2 above,
the Project will be staffed as follows:
City Council 13 – 36 6/17/2025
MERIDIAN Resources
Role Responsibilities
Acts as Meridian's single Deployment Project Management
point of contact Stages. experience managing
throughout the project. Discovery. teams, issues,
Develops and manages Execute. project schedules
project plan. Deploy. and financials.
Manages project issues Warranty. Meridian LMS
and mitigates risk on Workstreams configuration skills.
behalf of Meridian. Project Mgmt. Process definition
Prepares for and Software skills.
conducts status Setup.
meetings. Meridian
Provides status reports University.
and financial tracking.
Project Manager Conducts Requirement
Confirmation Workshops.
Participates in and
coordinates design,
configuration,
development, testing and
deployment activities.
Note: In most cases, the
Meridian Project Manager is
not fully dedicated to one
specific customer
deployment since the
responsibility does not
require a full-time resource.
Conduct Requirement Deployment Meridian LMS
Confirmation workshops Stages. product features &
to gather in -scope Discovery. functionality expert.
product extension Execute. Industry Business
Technical Solutions
requirements for Warranty. Process expert.
Architect complex projects only. Workstreams SQL database skills.
Drives the joint project Software SQL query skills.
team to a solution to Setup. Process definition
meet all requirements in skills,
the most efficient and Data analysis skills.
constructive manner.
City Council 13 – 37 6/17/2025
Participates in execution Data conversion
of software development skills.
and testing activities.
Facilitates end -user and Deployment Meridian LMS
system admin Stages. product configuration
Requirements Gathering Discovery. skills.
Sessions. Execute. In-depth Industry and
Confirms configuration Deploy. process knowledge.
requirements. Warranty. SQL query skills.
Identifies gaps and Workstreams. Process definition
Implementation works with integrated Software skills.
Consultant team to develop Setup. Data analysis skills.
resolutions.
Performs data
conversion and migration
activities.
Configures and tests
software per defined
requirements.
Establishes technical Deployment Meridian LMS
environments. Stages. development expert.
Extends software for Discovery. SQL database skills.
requirements not Execute. SQL query skills.
Application supported by out -of -the- Deploy. NET development
Developer box features & Warranty. skills.
configurations. Workstreams. Meridian LMS
Configures/Develops Software technical
integrations with the Setup. infrastructure skills.
product per defined
requirements.
Analyzes and assesses Workstreams. In-depth Industry
client's maturity level and Post knowledge,
skill sets. Deployment. In-depth knowledge
Assesses client's of industry bestAccountManagerbusinessprocessesandpractices.
goals. Strategic planning.
Creates Project/Account
recommendations to Management.
drive the maturity and
the business forward.
City Council 13 – 38 6/17/2025
Establishes and tracks Process definition
strategic initiatives. and development
skills.
Enablement and
communications
expert.
Delivers Implementation Deployment Meridian LMS
Readiness and LMS Stages. product features &
Administrator training. Discovery, functionality expert.
Tailors training delivery Execute. In-depth knowledge
Meridian Trainer to meet customer's WOrkstreams of industry best
business requirements Meridian practices.
and/or configuration University.
decisions.
Finalizes training
logistics.
E. Cost Estimate
Item Description
Standard Software Setup
Cost
28,875,00
Training 6,000.00
Historical Data Migration 14,190.00
Single Sign -On 4,960.00
eCommerce Integration 6,270.00
HRIS/User Data Feed 10,066.00
AdHoc Setup 4,290.00
Open Sesame Integration 1 320.0
Total Software Set up Fees 1 $75,960.00
ASSUMPTIONS:
1. All Services are an estimate based on the understanding of the scope of work. Implementation
Services may vary based on increased domains, user audience, and scope, or time changes.
Any additional Services that are identified through the workbook process (additional
modifications, integrations, professional services support or consulting) can be added to this
Agreement as needed or in a later CO SOW.
City Council 13 – 39 6/17/2025
2. All pricing for additional scopes of work is valid for ninety (90) calendar days from the date of
submission to the CLIENT.
3. Travel costs are not included in the Cost Estimate and will be invoiced per MERIDIAN'S current
travel guidelines.
F. Out of Scope
The following is currently deemed outside of the scope for this implementation:
Migrations, integrations, modifications to the system that are not explicitly included in the scope of
this SOW.
Custom reports, localization, documentation, or online help.
Content cleansing, migration, or uploading unless specifically identified.
Consulting or professional services not specified in the implementation tasks (i.e. courseware
development, courseware troubleshooting, SCORM, HW/SW configurations or internal network
setup or maintenance).
Advanced Graphical design or other advanced (e.g. flash) GUI support.
Editable training materials such as instructor and student guides.
G. Change Management
MERIDIAN recognizes that changes are a normal part of the project life cycle. Changes to the
scope or timeline of the Services contemplated by this Agreement will require a formal Change
Order Statement of Work ("Schedule 2") to be submitted by the MERIDIAN Project Manager to the
CLIENT. Changes in scope may Include an increase in cost and/or timeline and will be specified
in each change request. Prior to beginning the change request, CLIENT must execute the
Schedule 2 Change Order. MERIDIAN requires formal change acceptance before beginning work
on any changes. Changes within the defined scope of the contract need approval by the CLIENT
Project Manager and the MERIDIAN Project Manager. Acceptance for scope changes, are given
when both the CLIENT Project Manager and the MERIDIAN Project Manager formally approve
the change by signing off on Schedule 2 so that miscommunications are avoided. Project change
procedure is as follows:
I. Identify change (can originate from the CLIENT Project Manager or the MERIDIAN Project
Manager);
ii. MERIDIAN completes Change Request Form;
III. MERIDIAN Project Manager determines the impact of the proposed change (schedule,
resources, time, and/or cost);
iv. MERIDIAN Project Manager submits Schedule 2 to the CLIENT Project Manager for
review/approval.
V. MERIDIAN Project Manager receives approval from the CLIENT Project Manager within
three (3) business days; and
vi. MERIDIAN Project Manager modifies or, if necessary, re -baselines the Project Schedule
and Plan to include the approved change.
City Council 13 – 40 6/17/2025
vii. Work begins as agreed upon to incorporate change; or,
viii. MERIDIAN Project Manager works with the CLIENT Project Manager to either adjust the
requirements or revise the workload distribution, documenting all changes on a revised
Change Request Form.
Change Management Criteria are as follows:
I. Any change that is outside the scope of effort defined in Schedule 1;
ii. Any additional deliverable or service not defined in Schedule 1, or changes to an accepted
deliverable;
iii. Any subsequent modifications to an approved Change Request;
iv. Modifications to the technical or management approach defined in Schedule 1;
V. Any change in workload or environment or application inventory;
vi. Any additional activity or task not defined in Schedule 1 for a planned deliverable;
vii. A contradiction to items, assumptions or responsibilities stated in Schedule 1;
viii. A delay in turnaround of approvals, information, answers to questions; and
ix. Time lost due to reasons such as unavailability of equipment, software, or access to
environment/infrastructure needed by the project team.
H. Acceptance Management
In an effort to avoid schedule delays stemming from delayed approvals of dependent tasks,
MERIDIAN and CLIENT will mutually define a reasonable acceptance review period that does not
jeopardize the project duration as outlined within the project management support period. Delays
in accepting project deliverables could result in a schedule slippage equaling as much as one day
for every day acceptance review is delayed. Below are the methods used to verify and validate
each of the defined deliverable(s).
I. Deliverable Review and Approval. MERIDIAN will provide deliverables to the CLIENT.
Documentation deliverables will be provided to CLIENT in electronic form. A Deliverable
Acceptance Form will be submitted to the CLIENT Project Manager for each deliverable.
CLIENT will provide MERIDIAN with one set of consolidated comments. MERIDIAN will
provide a CLIENT Quality Control (QC) sheet that may help the CLIENT collate all comments
prior to delivering to MERIDIAN. The deliverable will be deemed acceptable when it satisfies
the acceptance criteria specified for each deliverable or service or within ten (10) calendar
days if no response is received. The Deliverable Acceptance will be signed and returned to
MERIDIAN upon review of the deliverable within the mutually defined period as stated upon
under acceptance management. In the event that the CLIENT rejects a deliverable,
MERIDIAN will resubmit the deliverable to the CLIENT with the required changes within a
mutually agreed upon timeline.
ii. Acceptance Authority. CLIENT will specify a single point of contact with deliverable
acceptance/sign off authority. Sign off acceptance is required for deliverable by the
approving authority, prior to moving any customizations to the production site.
iii. Withholding Acceptance. CLIENT shall not unreasonably withhold acceptance. If
Acceptance is not granted or rejected within the mutually agreed upon timeframe, automatic
City Council 13 – 41 6/17/2025
Acceptance will be granted. In the event that failure to provide Acceptance extends the
timeframe of the implementation activities within the respective Schedule 1, CLIENT may be
liable for additional Project Management time in order to extend the schedule.
iv. 30 Day Post -Delivery Warranty. After sign -off approval has been received, and MERIDIAN
has delivered the files, CLIENT will have thirty (30) calendar days in which to report any
production errors to the Project Manager. MERIDIAN will assess the error and correct as
long as the error is within the scope of the original task completed. After thirty (30) calendar
days from the date the files were delivered to the CLIENT, MERIDIAN will provide a cost
estimate for any errors/revisions requested unless those costs are covered under separate
sections of this Agreement. This warranty is only in terms of the work performed under the
Exhibit A.
I. Invoicing Schedule
MERIDIAN will invoice Services based on the following deliverable milestones within the
implementation timeline.
i. Contract Execution [30%] — Upon Contract Execution, thirty percent (30%) of the SOW fee
will be invoiced.
ii. Delivery to CLIENT Stage Environment [40%] — At the point of all programmatic
deliverables being released to the CLIENT Stage Environment for CLIENT review, the
second forty percent (40%) of the SOW fee will be invoiced.
III. Delivery to Production [30%] — At the point of all programmatic deliverables being
delivered for application to the Production Environment, thirty percent (30%) of the SOW fee
will be invoiced.
J. Additional Services — Labor Rates
Labor Category
Application Architect I
2021 Commercial Rate
194.12
Application Architect II 222.33
Application Architect III 250.54
Application Developer 1 143.67
Application Developer II 193.58
Labor Category
Application Developer III
2021 Commercial$
225.37
Computer Programmer 89.60
Computer Systems Analyst I 81.91
Computer Systems Analyst 11 119.55
Computer Systems Analyst IF, 176.74
Functional IT Consultant 1 156.57
Functional IT Consultant II 184.67
Functional IT Consultant III 186.85
City Council 13 – 42 6/17/2025
Functional rr Consultam IV $237.21I
Functional ITConsultant V 5333.36 Information
Technology Director 226.59 Information
Technology Director ll 254.31 Information
Technology Director III 305.17 Principal
IT Reengineering Analyst 207.82 Principal
Systems Engineer/Architect 189.09 Program
Manager 291.69 Project
Manager 165.17 Project
Manager ll 185.19 Project
Manager 111 222.21 Project
Manager IV 245.86 QA/
QC Specialist 1 92.48 QA/
QC Specialist II 246.19 QA/
qC Specialist III 190.02 Sen'
or"'Re-engineering Analyst 140.42 Software
Testing Engineering 138.48 Software
Trainer 130.80 Sr.
Technical Documentation Specialist 156.59 Sr.
Quality Analyst 229.28 Web
Designer 1 89.79 Web
Designer 11 109.75 Web
Designer 111 129.71 K.
Authorization By
signing below, CLIENT is authorizing MERIDIAN to move forward with the development and testing of
the requested functionality, as detailed within this document. CLIENT agrees that the requirements, as
documented herein, meet or exceed the expectation of the requested functionality. Once
signed, this page should be faxed or emailed to Meridian Knowledge Solutions, LLC: To
the attention of: Contracts Fax #:
703.322.9568 Email
legal aAtrustvin.com
City Council 13 – 43 6/17/2025
MERIDIAN: CLIENT:
MERIDIAN KNOWLEDGE SOLUTIONS, 1-LC, CtgofSarftArra
a Virginia, limited liability cc pany
a
BY: „
t 1 • l—fi2 60 J[ZZPrinted Name: ri3 'ne, KIat F, Printed Name: S Title-G•r /1ea+wgar a
Title: C-H L FF I4fl M IN t'>T2r4TI0t5 Date: t
Date: FPI C&<
ATTEST:
alsy, Gomez
Clerk Council
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
Laura k. Rossini
Chief Assistant City Attorney
RECOMMENDED FOR APPROVAL:
ZZ-= -
J90on Motsick
Executive Director
Human Resources Agency
City Council 13 – 44 6/17/2025
SCHEDULE2
Software as a Service Subscription Term and Fees
Subscription Term and Fees
a. Software: Meridian LMS
b. Modules/Components. The following additional modules and components are included/enabled:
i. Dominknow
iL Ad Hoc Report Builder
III. Optional Content Add -on, OpenSesame Plus 100: $47,055 per year on a 3-year term
discounted by 2% if paid all three (3) years in advance).
c. Languages. The following language packs are included/enabled:
i. English (US) [included]
d. Initial Subscription Term
The initial term of this subscription will be 3 years commencing from the Effective Date of this
Agreement.
e. Renewal Period Terms
Upon expiration of the Initial Subscription Term, this Agreement will be renewable in subsequent
one-year terms based on the then current pricing for the Applications. Modules/Components, and
Languages listed above.
f. Number of Authorized Users. Maximum of 1500 internal active users
Authorized Users" is defined as the total number of user accounts that have access to the system
during the annual subscription term.
g. Additional User Subscription Fees
Additional "Authorized Users" can be added at any time during the Initial Term or Renewal Period
Terms based on the then current Subscription pricing for additional users
h. Bandwidth and Storage
The following bandwidth and storage limitations are included as part of this Agreement. Any
additional bandwidth or storage required by CLIENT will be subject to current published price list.
Bandwidth: 100GB/month (1.2 TS/annually— measured annually)
Additional content storage is priced at $500 annually for 100 GB.
Bandwidth will be measured based upon total in/out traffic. Bandwidth will be monitored on a
monthly basis in relation to the commitment levels, however bandwidth will be
City Council 13 – 45 6/17/2025
measured based upon total usage over the annual term. Overage fees may apply go consuming
more bandwidth.
Subscription Fees
The following subscription fees apply to this Agreement: If annual subscription fees for multiple
years of the Initial Subscription Term are paid in advance and the CLIENT cancels in accordance
with the General Terms and Conditions §11(b) after the first year of the Initial Subscription Term
but prior to the start of the next annual term, the remaining subscription fee for the Initial
Subscription Term will be refunded to the CLIENT.
Subscription Fees
Period of performance Fees Invoice date
5/18/2022 — 6/30/2022 3,576.89 On execution
7/1/2022 — 6/30/2023 30,362.00 On execution
7/1/2023 — 6/3012024 30,362.00 On execution
711/2024 — 6/30/2025 30,362.00 On execution
Total subscription fees for 3 years and 43 days: $94,662.89
Setup Fee
The following set up fees apply to this Agreement, and are defined in Schedule One (1) of this
agreement: $75,960
Signatures are on the next page]
City Council 13 – 46 6/17/2025
MERIDIAN: CLIENT:
MERIDIAN KNOWLEDGE SOLUTIONS, City of Santa Ana
LLC, a Vir inia, limited liability company / -
By:S s C` Printed Name: Kr;gj;nt (,d e
By: / Title:GA, AdLA04 e
Printed Name: r ftI°F4C 1 M'•-) YCf 6 3t2CDate: 0
Title: Cl—)I EH I JM IN I5Tx(4-rtQ 5
Date: Or-+rjCkF4 ATTEST:
Daisy Gomez
Clerk of Council
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:rf0AAna
Laura A. Rossini
Chief Assistant City Attorney
RECOMMENDED FOR APPROVAL:
J soon MotsickExecutiveDirector
Human Resources Agency
City Council 13 – 47 6/17/2025
CHANGE ORDER TO SCHEDULE 1
STATEMENT OF WORK #CO-001 (TEMPLATE)
IMPLEMENTATION OF THE MERIDIAN LMS
FOR City of Santa Ana
This is a Change Order to Schedule 1 — Statement of Work # SOW-001, dated May 17, 2022 , and
defines changes to the work to be provided under the terms and conditions of the Contract Agreement
signed between MERIDIAN and CLIENT.
A. Effective Date of this Change Order
This Change Order is effective upon its execution by MERIDIAN and CLIENT. The estimated
Change Order commencement date is May 17, 2022,
B. Summary of Changes to the Scope of Implementation Professional Services
CLIENT has requested the following changes to the LMS implementation in support of Additional
content add -on.
C, Authorization
By signing below, CLIENT is authorizing MERIDIAN to move forward with the development and
testing of the requested functionality, as detailed within this document. CLIENT agrees that the
requirements, as documented herein, meet or exceed the expectation of the requested
functionality.
Once signed, this page should be faxed or emailed to Meridian Knowledge Solutions, LLC:
To the attention of: Contracts
Fax #: 703-322-9568
Email conlractsCcDmeridianks corn
City Council 13 – 48 6/17/2025
SIGNATURE PAGE
MERIDIAN:
MERIDIAN KNOWLEDGE SOLUTIONS, LLC,
a Virginia, limited liability company
By:
Printed Name:
Title:
Date:
CLIENT:
City of Santa Ana
Printed Name: Krigknc , e
Title: C;41 ^lletyteofDate: _ (
ATTEST:
Daisy Gomez
Clerk of Council
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By.
Laura A. Rossini
Chief Assistant City Attorney
FOR APPROVAL:
Z-Z -
Ja n o sicc
ecutive Director
Human Resources Agency
City Council 13 – 49 6/17/2025
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THIS IS NOT AN INVOICE
TO: Sofia Style | City of Santa Ana
Quote Date: 6/5/2025 Quote Expiration: 7/1/2025
Two Year Option for Service Annual Cost
ANNUAL TOTAL COST FOR 1,600 USERS – Year 1 – 7/1/2025 – 6/30/2026 $76,069.44
Annual SaaS fee for 1,600 Users $34,005.44
Open Sesame Plus 25 for 1,600 Users $42,064.00
ANNUAL TOTAL COST FOR 1,600 USERS – Year 2 – 7/1/2026 – 6/30/2027 $76,069.44
Annual SaaS fee for 1,600 Users $34,005.44
Open Sesame Plus 25 for 1,600 Users $42,064.00
*Taxes - If applicable will be calculated and added to each annual invoice
Meridian Knowledge Solutions, LLC
By (Signature)
Print Name
Title
Date
CLIENT: City of Santa Ana
By (Signature)
Print Name
Title
Date
City Council 13 – 71 6/17/2025
Human Resources Department
www.santa-ana.org/hr
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Online Recruitment, Onboarding, and Performance Evaluation Software Services
AGENDA TITLE
Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment,
Onboarding, and Evaluation Software Services (Specification No. 25-044) (General
Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Governmentjobs.com Inc. dba
NEOGOV to provide online recruitment, onboarding, and performance evaluation
software services in an annual amount not to exceed $85,000 for the first year. The
Agreement will allow for automatic renewal of each annual contract term until terminated.
Funding for annual subscription cost increases is not to exceed ten percent (10%)
annually for a term beginning July 01, 2025 (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The City of Santa Ana Human Resources Department Operations Division supports the
full life cycle of an employee, from candidate to retiree. The Operations Division is
responsible for conducting the City’s recruitment and selection, administration of
employee benefits, and performance management support. NEOGOV is the public sector
industry-standard provider of Human Resource Management System (HRMS) products
and services, with a majority of the surrounding municipalities subscribed to NEOGOV's
HRMS suite of products.
NEOGOV offers industry leading HRMS online platforms and software available on the
market, and is exclusively and fully integrated with Governmentjobs.com, the industry-
leading public sector job board. Since 2011, the City has utilized NEOGOV and
Governmentjobs.com to competitively source and acquire talent for all of its recruitment
needs. In addition to applicant tracking, the City also subscribes to NEOGOV’s Onboard
and Perform modules, which are integrated with the City's Human Resources Information
System for unified position control and employee data maintenance. Transitioning to a
different HRMS provider would disrupt this integration and eliminate the City’s ability to
City Council 14 – 1 6/17/2025
Approve Agreement for Online Recruitment, Onboarding, and Performance Evaluation
Software Services
June 17, 2025
Page 2
5
1
1
2
post jobs and receive applications through Governmentjobs.com, significantly reducing
competitiveness in attracting qualified public sector candidates.
Santa Ana Municipal Code, Section 2-807(d), authorizes the City to make non-bid
purchases of services, supplies, materials, and equipment whenever it shall appear that
there is only one reasonably available source. Staff evaluated alternative procurement
options and product offerings in the market and determined that the products and services
offered by NEOGOV meet and exceed Human Resources Department specifications.
Furthermore, staff is requesting the ability to automatically renew the contract annually,
as Governmentjobs.com, Inc., dba NEOGOV is the industry leader in public sector HRMS
systems, and due to its comprehensive offerings.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is included in the proposed FY 2025-26 budget, and funding for subsequent fiscal
years will be incorporated into future proposed budgets for City Council consideration.
Accounting Unit -
Account Number
Fund Description Accounting Unit -
Accounting Description
Amount
01109050-66511 Human Resources
Services
Computer Software
Subscriptions
$85,000
EXHIBIT(S)
1. Consultant Services Agreement
2. NEOGOV Rates for Fiscal Year 2025-2026
Submitted By: Lori Schnaider, Executive Director, Human Resources Department
Approved By: Alvaro Nuñez, City Manager
City Council 14 – 2 6/17/2025
1
SERVICES AGREEMENT
V011025
You agree that by placing an order through a NEOGOV standard ordering document such as an “Order Form”, “Service Order,”
“Ordering Document,” “SOW,” “Invoice” or other document mutually agreed by the parties detailing the services, pricing and
subscription term (each, an “Order Form” for purposes of this Agreement), you agree to follow and be bound by the terms and
conditions set forth herein. “Govern mentjobs.com”, “NEOGOV”, “we”, and “our” means Governmentjobs.com, Inc. (D/B/A/
NEOGOV), for and on behalf of itself and its subsidiaries PowerDMS, Inc., Cuehit, Inc., Ragnasoft LLC (D/B/A/ PlanIT Schedule),
and Design PD, LLC (D/B/A Agency360) (collectively, “NEOGOV” and, where applicable, its other affiliates); “Customer”,
“you”, “your” means the NEOGOV client, customer, and/or the subscriber identified in the Order Form).
“Services Agreement” or the “Agreement” shall be used to collectively refer to this NEOGOV Services Agreement, documents
incorporated herein including the applicable Order Form, each Addendum (as applicable), and Special Conditions (if any).
“Addendum” means each Addendum set forth either as an Exhibit hereto or otherwise made available at
https://www.neogov.com/service-specifications (the “NEOGOV Site”) and, as applicable, made a part of this Agreement. “Special
Conditions” means individually negotiated variations, amendments and/or additions to this Service Agreement of which are either
drafted, or incorporated by reference, into the Order Form.
1. Provision of Services. Subject to the terms of this Agreement NEOGOV hereby agrees to provide Customer with access to its
SaaS Applications and Professional Services (each defined below) included or ordered by Customer in the applicable Order
Form (collectively referred to as the “Services”). In addition, to the extent NEOGOV provides Customer with access to
additional NEOGOV software in order to access Customer Data (as defined below) or otherwise enhance product
implementation or functionality, Customer’s use of such software will be deemed to be part of the Services and the terms and
conditions of this Agreement shall apply. Customer hereby acknowledges and agrees that NEOGOV’s provision and
performance of, and Customer’s access to, the Services is dependent and conditioned upon Customer’s full performance of its
duties, obligations and responsibilities hereunder. This Agreement entered into as of the earlier of: (i) date of your signature
on an applicable Order Form; or (ii) use of the Services commences (the “Effective Date”). The Agreement supersedes any
prior and contemporaneous discussions, agreements or representations and warranties.
2. SaaS Subscription.
a) Subscription Grant. “SaaS Applications” means each proprietary NEOGOV web-based software-as-a-service application
that may be set forth on an Order Form and subsequently made available by NEOGOV to Customer, and associated
components as described in any written service specifications made available to Customer by NEOGOV (the “Service
Specifications”). Subject to and conditioned on Customer’s and its Authorized Users’ compliance with the terms and
conditions of this Agreement, NEOGOV hereby grants to Customer a limited, non-exclusive, non-transferable, and non-
sublicensable right to (i) onboard, access and use, and to permit Authorized Users to onboard, access and use, the SaaS
Applications specified in the Order Form solely for Customer’s internal, non-commercial purposes; (ii) generate, print,
and download Customer Data as may result from any access to or use of the SaaS Applications; and (iii) train Authorized
Users in uses of the SaaS Applications permitted hereunder (these rights shall collectively be referred to as the “SaaS
Subscription”). “Authorized Users” means (1) Customer employees, agents, contractors, consultants (“Personnel”) who
are authorized by Customer to access and use the Services under the rights granted to Customer pursuant to this Services
Agreement and (2) for whom access to the Services has been purchased hereunder. You shall not exceed the usage limits
(if any) as detailed in the user tier in the applicable Order Form. You may not access the SaaS Applications if you are a
direct competitor of NEOGOV or its affiliates. In addition, you may not access the SaaS Applications for purposes of
monitoring their availability, performance, or functionality, or for any other benchmarking or competitive purposes. You
shall be responsible for each Authorized User’s access to and use of the SaaS Applications and compliance with
applicable terms and conditions of this Agreement.
b) Subscription Term. Unless otherwise specified in an applicable Order Form, SaaS Subscriptions shall commence on the
Effective Date and remain in effect for twelve (12) consecutive months, unless terminated earlier in accordance with this
Agreement (the “Initial Term”). Thereafter, SaaS Subscriptions shall automatically renew for successive twelve (12)
month terms (each a “Renewal Term” and together with the Initial Term, collectively, the “Term”) unless a party delivers
to the other party, at least thirty (30) days prior to the expiration of the Initial Term or the applicable Renewal Term,
written notice of such party’s intention to not renew the SaaS Subscriptions, or unless terminated earlier in accordance
with this Agreement. The Term for the Services is a continuous and non-divisible commitment for the full duration
regardless of any invoice schedule. The purchase of any Service is separate from any other order for any other Service.
Customer may purchase certain Services independently of other Services. Your obligation to pay for any Service is not
contingent on performance of any other Service or delivery of any other Service.
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3. Customer Responsibilities.
a) Managing the Subscription. Customer may use the Service in a manner consistent with the terms of this Agreement.
Customer will provide NEOGOV all information needed to process the Order Form to activate the subscription and
provision the Service to the Customer.
b) Managing Authorized Users. Customer is responsible for managing the Authorized Users on its account on the Service.
i) Invitations and Permissions. Customer is responsible for determining which persons to invite to join the Customer’s
account on the Service and for all actions by Authorized Users on Customer’s account on the Service. Customer is
solely in control of the individual permissions on the Customer’s account.
ii) Customer Obligations. Customer must: (A) obtain any rights, permissions, or consents that are necessary for the
Authorized User’s lawful use of Customer Data and the operation of the Service; (B) ensure that the transfer and
processing of Customer Data under the Agreement is lawful; and (C) respond to and resolve any dispute with an
Authorized User relating to or based on Customer Data, the Service, or Customer’s failure to fulfill its obligations
under the Agreement or applicable law. Customer will not, and will ensure its Authorized Users do not (a) make
any of the Services available to anyone other than Authorized Users or use any Services for the benefit of anyone
other than Customer and its Authorized Users, unless otherwise agreed in writing by the parties, (b) sell, resell,
license, sublicense, distribute, make available, rent or lease any of the Services, or include any of the Services in a
service bureau or outsourcing offering, unless otherwise agreed in writing by the parties, (c) use the Services to store
or transmit infringing, libelous, or otherwise unlawful or tortious material, or to store or transmit material in violation
of the privacy rights, publicity rights, copyright rights, or other rights of any person or entity, (d) use the Services
to store or transmit code, files, scripts, agents or programs intended to do harm, including, for example, viruses,
worms, time bombs and Trojan horses, (e) interfere with or disrupt the integrity or performance of the Services
(including, without limitation, activities such as security penetration tests, stress tests, and spamming activity), (f)
attempt to gain unauthorized access to the Services or its related systems or networks, (g) disassemble, reverse
engineer, or decompile the Services, or modify, copy, or create derivative works based on the Services or any part,
feature, function or user interface thereof, (h) remove the copyright, trademark, or any other proprietary rights or
notices included within NEOGOV Intellectual Property and on and in any documentation or training materials, or
(i) use the Services in a manner which violates the terms of this Agreement, any Order Form or any applicable laws.
4. Professional Services. “Professional Services” shall mean professional services purchased by Customer as detailed in an
applicable Order Form or NEOGOV Scope of Work (SOW) describing the work to be performed, fees, and any applicable
milestones, dependencies, and other technical specifications or related information. Professional Services include training,
set-up, implementation, and best practices of and concerning the SaaS Applications. Professional Services are subject to the
terms of the Professional Services Addendum made available on the NEOGOV Site and made a part hereof and may be subject
to additional terms pursuant to an SOW and Service Specifications describing, if applicable, the work to be performed, fees,
and any applicable milestones, dependencies, and other technical specifications or related information. Order Forms or SOWs
must be signed by Customer before NEOGOV shall commence work. If Customer executes a separate SOW, this Agreement
and documents incorporated herein (including but not limited to the Professional Services Addendum) shall control in the
event of a conflict with the terms of the SOW.
5. Payment Terms.
a) Fees. Customer shall pay all Subscription, Onboarding and Set-Up fees (“Subscription Fees”) and Professional Service
fees (“Professional Service Fees”, collectively the “Fees”) as set forth in an Order Form within thirty (30) days of the
date of NEOGOV’s invoice. Fees shall be invoiced annually in advance and in a single invoice for each Term. Unless
explicitly stated otherwise in an Order Form, all payments due under an Order Form are expressed in and shall be paid in
U.S. dollars. Invoices shall be delivered to the stated “Bill To” party on the Order Form. Unless explicitly provided
otherwise, once placed the Order Form is non-cancellable and sums paid nonrefundable. Any invoiced amount that is not
received by NEOGOV when due as set forth in an Order Form will be subject to a late payment fee of 1.5% per month
or the maximum rate permitted by law, whichever is lower. If any amount owing by Customer is more than 30 days
overdue, NEOGOV may, without limiting its other rights and remedies, suspend the Services until such amounts are paid
in full. If Subscription Fees are based upon the Authorized User or employee count as may be specified in an Order
Form, Customer shall owe NEOGOV supplemental Subscription Fees to the extent Customer exceeds the number of
Authorized Users or employees set forth in the Order Form. Except as otherwise specifically stated in the Order Form,
NEOGOV may change the charges for the Services with effect from the start of each Renewal Term by providing
Customer with new pricing at least thirty (30) day notice prior to commencement of a Renewal Term. The new pricing
shall be deemed to be effective if Customer (a) returns an executed Order Form to NEOGOV, (b) remits payment to
NEOGOV of the fees set forth in the invoice referencing the new pricing, or (c) the Customer or any of its Authorized
Users access or use the Services after the expiration of the previous Term.
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b) Taxes. Customer will pay all taxes, duties and levies imposed by all federal, state, and local authorities (including,
without limitation, export, sales, use, excise, and value-added taxes) based on the transactions or payments under this
Agreement, except those taxes imposed or based on NEOGOV’s net income or those exempt by applicable state law.
Customer shall provide NEOGOV with a certificate or other evidence of such exemption with in ten (10) days after the
Effective Date of this Agreement and thereafter upon NEOGOV’s request therefor.
c) Purchase Orders. Any reference to a purchase order in an Order Form or any associated invoice is solely for Customer's
convenience in record keeping, and no such reference or any delivery of services to Customer following receipt of any
purchase order shall be deemed an acknowledgement of or an agreement to any terms or conditions referenced or included
in any such purchase order. If a purchase order is delivered by Customer in connection with the purchase of Services,
none of the terms and conditions contained in such purchase order shall have any effect or modify or supersede the terms
and conditions of this Agreement. NEOGOV’s failure to object to terms contained in any such purchase order shall not
be a waiver of the terms set forth in this provision or in this Agreement.
6. Term and Termination.
a) Term. This Agreement shall commence on the Effective Date and shall remain in effect until all SaaS Subscriptions have
expired and/or both parties have achieved full performance of Professional Services, unless it is terminated earlier in
accordance with this Agreement.
b) Termination for Cause; Effect of Termination. Either Party may terminate this Agreement immediately if the other is in
material breach of this Agreement and such breach is not cured within thirty (30) days following non -breaching party’s
written specification of the breach. NEOGOV may suspend the Services or terminate this Agreement immediately in the
event the Services or Customer’s use of the Services provided hereunder pose a security risk to the Services, NEOGOV
or any third party, or become illegal or contrary to any applicable law, rule, regulation, or public policy. Upon expiration
or any termination of this Agreement, Customer shall cease all use and refrain from all further use of the Services and
other NEOGOV Intellectual Property. Additionally, Customer shall be obligated to pay, as of t he effective date of such
expiration or termination, all amounts due and unpaid to NEOGOV under this Agreement. Unless otherwise specified,
following 90 days after expiration or termination of the Agreement NEOGOV may remove Customer Data from
NEOGOV Services and without Customer consent or notice.
7. Audit Rights. Upon reasonable notice, NEOGOV or its agent shall have the right to audit Customer’s records relating to its
compliance with this Agreement. Customer shall cooperate fully with this audit. If any audit conducted under this Section
indicates that any amount due to NEOGOV was underpaid, Customer shall within three (3) business days pay to NEOGOV
the amount due. All expenses associated with any such audit shall be paid by NEOGOV unless the audit reveals underpayment
in excess of five percent (5%), in which case Customer shall pay such expenses as well as any amount due to NEOGOV.
8. Maintenance; Modifications; Support Services.
a) Maintenance, Updates, Upgrades. NEOGOV maintains NEOGOV’s hardware and software infrastructure for the
Services and is responsible for maintaining the NEOGOV server operation and NEOGOV database security. NEOGOV
may in its sole discretion, periodically modify, Update, and Upgrade the features, components, and functionality of the
Services during the Term. “Update” means any update, bug fix, patch or correction of the Services or underlying
NEOGOV software that NEOGOV makes generally available to its customers of the same module, excluding Upgrades.
Updates are automatic and available upon Customer’s next login to the Services following an Update at no additional
cost to Customer. “Upgrade” means any update of the Services or underlying NEOGOV software such as platform
updates, and major product enhancements and/or new features that NEOGOV makes commercially available. NEOGOV
shall have no obligation to provide Upgrades to customers and retains the right to offer Upgrades free of cost or on a per
customer basis at additional cost. NEOGOV shall have no liability for, or any obl igations to, investments in, or
modifications to Customer’s hardware, systems or other software which may be necessary to use or access the Services
due to a modification, Update, or Upgrade of the Services.
b) Program Documentation; Training Materials. “Program Documentation” shall mean all user guides, training, and
implementation material, and Service descriptions provided by NEOGOV to Customer in connection with the Services.
NEOGOV hereby grants to Customer a non-exclusive, non-sublicensable, non-transferable license to use, print, and
distribute internally via non-public platforms, the Program Documentation during the Term solely for Customer's internal
business purposes in connection with its use of the Services. Primary training of NEOGOV Services is conducted by self-
review of online materials. NEOGOV’s pre-built, online training consists of a series of tutorials to introduce the standard
features and functions (the “Training Materials”). The Training Materials may be used as reference material by Customer
Personnel conducting day-to-day activities.
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c) Implementation. For Services requiring implementation, NEOGOV implementation supplements the Training Materials
and is conducted off-site unless otherwise agreed in the Order Form. For an additional fee as detailed on an applicable
Order Form, NEOGOV personnel will provide consultation on best practices for setting up the Services, answer Customer
questions during the implementation period, and use commercially reasonable efforts to ensure Authorized User Admins
grasp the system. The length of the implementation time is dependent on the type of Service and the Customer’s
responsiveness. NEOGOV is not responsible or liable for any delay or failure to perform implementation caused in whole
or in part by Customer's delay in performing its obligations hereunder and, in the event of any such delay, NEOGOV
may, in its sole discretion, extend all performance dates as NEOGOV deems reasonably necessary.
d) Support. Phone support for the Services is available to Customer Monday through Friday, excluding NEOGOV holidays.
Customer may submit a request for online support for the Services 24 hours a day, seven days a week, and the NEOGOV
support desk will acknowledge receipt of the request within a reasonable time. The length of time for a resolution of any
problem is dependent on the type of case.
e) Limitations. Unless otherwise specified in the Order Form, this Agreement does not obligate NEOGOV to render any
maintenance or support services that are not expressly provided herein, including, but not limited to data uploads, manual
data entry, migration services, data conversion, refinement, purification, reformattin g, SQL dump, or process
consultation.
9. NEOGOV Intellectual Property Rights.
a) NEOGOV shall exclusively own all right, title and interest in and to all pre-existing and future intellectual property
developed or delivered by NEOGOV including all Services, products, systems, software (including any source code or
object code) or Service Specifications related thereto, Updates or Upgrades, trademarks, service marks, logos and other
distinctive brand features of NEOGOV and all proprietary rights embodied therein (collectively, the “NEOGOV
Intellectual Property”). This Agreement does not convey or transfer title or ownership of the NEOGOV Intellectual
Property to Customer or any of its users. All rights not expressly granted herein are reserved by NEOGOV. Other than
recommendation use or as required by law, all use of NEOGOV trademarks must be pre-approved by NEOGOV prior to
use. Trademarks shall include any word, name, symbol, color, designation or device, or any combination thereof that
functions as a source identifier, including any trademark, trade dress, service mark, trade name, logo, design mark, or
domain name, whether or not registered.
b) Customer may, but is not obligated to, provide NEOGOV with suggestions, ideas, enhancement requests, or other
feedback (“Feedback”). If Customer provides any such Feedback to NEOGOV, Customer hereby grants NEOGOV a
nonexclusive, perpetual, irrevocable, royalty-free license to use all Feedback for any purpose. Feedback is provided to
NEOGOV on an “as-is” basis without warranties of any kind.
10. Data Processing and Privacy.
a) Customer Data. “Customer Data” shall mean all data that is owned or developed by Customer, whether provided to
NEOGOV by Customer or provided by a third party to NEOGOV in connection with NEOGOV’s provision of Services
to Customer, including Personnel data collected, loaded into, or located in Customer data files maintained by NEOGOV.
NEOGOV Intellectual Property, including but not limited to the Services and all derivative works thereof, NEOGOV
Confidential Information, and Platform Data do not fall within the meaning of the term “Customer Data”. Customer
exclusively owns all right, title, and interest in and to all Customer Data. Customer grants NEOGOV a license to host,
use, process, display, create non-personal derivative works of, and transmit Customer Data to provide the Services.
NEOGOV reserves the right to delete or disable Customer Data stored, transmitted or published by Customer using the
Services upon receipt of a bona fide notification that such content infringes upon the intellectual property rights of others,
or if NEOGOV otherwise reasonably believes any such content is in violation of this Agreement.
b) Platform Data. “Platform Data” shall mean any anonymized data reflecting the access to or use of the Services by or on
behalf of Customer or any user, including statistical or other analysis and performance information related to the provision
and operation of the Services including any end user visit, session, impression, clickthrough or click stream data, as well
as log, device, transaction data, or other analysis, information, or data based on or derived from any of the foregoing.
NEOGOV shall exclusively own all right, title and interest in and to all Platform Data. Customer acknowledges
NEOGOV may compile Platform Data based on Customer Data input into the Services. Customer agrees that NEOGOV
may use Platform Data to the extent and in the manner permitted under applicable law. Such anonymized data neither
identifies Customer or its users, nor can Customer or any its users can be derived from such data.
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c) Data Processing Agreement. The parties agree that the terms of the NEOGOV Data Processing Addendum (“DPA”)
made available on the NEOGOV Site is hereby incorporated herein by reference and made part of this Agreement and
governs NEOGOV's processing of Personal Data.
d) Data Responsibilities.
i) NEOGOV will maintain commercially reasonable administrative, physical, and technical safeguards for protection
of the security, confidentiality and integrity of the Customer Data. Those safeguards will include, but will not be
limited to, measures for preventing access, use, modification or disclosure of Customer Data by NEOGOV personnel
except (a) to provide the Services and prevent or address service or technical problems, (b) as compel led by
applicable law, or (c) as Customer expressly permits in writing. Customer acknowledges and agrees that it is
commercially reasonable for NEOGOV to rely upon the security processes and measures utilized by NEOGOV’s
cloud infrastructure providers.
ii) Customer is solely responsible for the development, content, operation, maintenance, and use of Customer Data,
including but not limited to compliance with applicable laws. NEOGOV will have no responsibility or liability for
the accuracy of the Customer Data prior to receipt of such data into the Services. Without limiting the foregoing,
Customer shall be solely responsible for and shall comply with all applicable laws and regulations relating to (a) the
accuracy and completeness of all information input, submitted, or uploaded to the Services, (b) the privacy of users
of the Services, including, without limitation, providing appropriate notices to and obtaining appropriate consents
from any individuals to whom Customer Data relates; and (c) the collection, use, modification, alteration, extraction,
retention, copying, external storage, disclosure, transfer, disposal, and other processing of any Customer Data.
NEOGOV is not responsible for lost data caused by the action or inaction of Customer or Authorized Users. Unless
otherwise mutually agreed in writing, Customer shall not maintain any financial, health, payment card, or similarly
sensitive data that imposes specific data security or data protection obligations within the Services. Customer shall
provide and institute all appropriate tools and procedures required to ensure the security of its own information
system and, more specifically, to prevent, detect and destroy the occurrence of any viruses.
e) Breach Notice. NEOGOV will notify Customer of unauthorized access to, or unauthorized use, loss or disclosure of
Customer Data within its custody and control (a “Security Breach”) within 72 hours of NEOGOV’s confirmation of the
nature and extent of the same or when required by applicable law, whichever is earlier. Each party will reasonably
cooperate with the other with respect to the investigation and resolution of any Security Breach. If applicable law or
Customer’s policies require notification of its Authorized Users or others of the Security Breach, Customer shall be
responsible for such notification.
f) Data Export, Retention and Destruction. Customer may export or delete Customer Data from the Services at any time
during a Subscription Term, using the existing features and functionality of the Services. Cus tomer is solely responsible
for its data retention obligations with respect to Customer Data. If and to the extent Customer cannot export or delete
Customer Data stored on NEOGOV’s systems using the then existing features and functionality of the Services,
NEOGOV will, upon Customer's written request, make the Customer Data available for export by Customer or destroy
the Customer Data. If Customer requires the Customer Data to be exported in a different format than provided by
NEOGOV, such additional services will be subject to a separate agreement on a time and materials basis. Except as
otherwise required by applicable law, NEOGOV will have no obligation to maintain or provide any Customer Data more
than ninety (90) days after the expiration or termination of this Agreement. Customer acknowledges that it is solely
responsible for determining any retention requirements with respect to the Customer Data as required by applicable law
and NEOGOV disclaims all liability in connection with such determination. In addition, to the extent Customer requests
that NEOGOV retain Customer Data beyond the expiration of the retention period required by applicable law, rule or
regulation, NEOGOV disclaims all liability in connection with retaining such Customer Data including but not limited
to any claims related to loss or destruction of such Customer Data.
11. Third Party Services. The Services may permit Customer and its Authorized Users to access services or content provided by
third parties through the Services (“Third Party Services”). Customer agrees that NEOGOV is not the original source and shall
not be liable for any inaccuracies contained in any content provided in any of the Third Party Services. NEOGOV makes no
representations, warranties or guarantees with respect to the Third Party Services or any content contained therein. NEOGOV
may discontinue access to any Third Party Services through the Services if the relevant agreement with the applicable third
party no longer permits NEOGOV to provide such access. If loss of access to any Third Party Services (to which Customer
has a subscription under this Agreement) occurs during a Subscription Term, NEOGOV will refund to Customer any prepaid
fees for such Third Party Services covering the remainder of the Subscriptio n Term.
12. Nondisclosure.
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a) Definition of Confidential Information. “Confidential Information” means all information disclosed by a party
(“Disclosing Party”) to the other party (“Receiving Party”), whether orally or in writing, that is designated as confi dential
or that reasonably should be understood to be confidential given the nature of the information and the circumstances of
disclosure. Customer's Confidential Information includes its Customer Data. NEOGOV Confidential Information
includes the NEOGOV Intellectual Property and the Services. The Confidential Information of each party includes the
terms and conditions of this Agreement and all Order Forms (including pricing), as well as business and marketing plans,
technology and technical information, product plans and designs, and business processes disclosed by such party.
However, Confidential Information does not include any information that (a) is or becomes generally known to the public
without breach of any obligation owed to the Disclosing Party, (b) was known to the Receiving Party prior to its disclosure
by the Disclosing Party without breach of any obligation owed to the Disclosing Party, (c) is received from a third party
without breach of any obligation owed to the Disclosing Party, or (d) wa s independently developed by the Receiving
Party.
b) Obligations. The Receiving Party will: (i) use the same degree of care it uses to protect the confidentiality of its own
confidential information of like kind (but not less than reasonable care); (ii) not use any Confidential Information of the
Disclosing Party for any purpose outside the scope of this Agreement and (ii i) except as otherwise authorized by the
Disclosing Party in writing, limit access to Confidential Information of the Disclosing Party to th ose of its employees
and contractors who need access for purposes consistent with this Agreement and who have signed confidentiality
agreements with the Receiving Party containing protections not less protective of the Confidential Information than those
herein.
c) Exceptions. The Receiving Party may disclose Confidential Information of the Disclosing Party to the extent compelled
by law to do so, provided the Receiving Party gives the Disclosing Party prior notice of the compelled disclosure (to the
extent legally permitted) and reasonable assistance, at the Disclosing Party's cost, if the Disclosing Party wishes to contest
the disclosure.
d) Equitable Relief. The parties recognize and agree there may be no adequate remedy at law for breach of the provisions
of the confidentiality obligations set forth in this Section 12, that such a breach may irreparably harm the Disclosing
Party and the Disclosing Party is entitled to seek equitable relief (including, without limitation, an injunction) with respect
to any such breach or potential breach in addition to any other remedies available to it at law or in equity.
13. Representations, Warranties, and Disclaimers.
a) Mutual Representations. Each party represents and warrants to the other party that (i) it has full power and authority
under all relevant laws and regulations and is duly authorized to enter into this Agreement; and (ii) to its knowledge, the
execution, delivery and performance of this Agreement by such party does not conflict with any agreement, instrument
or understanding, oral or written, to which it is a party or by which it may be bound, nor violate any law or regulation of
any court, governmental body or administrative or other agency having jurisdiction over it.
b) Additional Customer Representations and Warranties. Customer hereby represents and warrants to NEOGOV that: (1)
Customer and Authorized Users have all necessary rights and authority to upload Customer Data to the Service without
violating any third party’s proprietary or privacy rights, including intellectual property rights; (2) Customer Data does
not contain any viruses, worms, Trojan horses, or other harmful or destructive code or content; and (3) Customer will use
the Service in compliance with all laws, rules, regulations, and this Agreement.
c) Service Performance Warranty. NEOGOV warrants that it provides the Services using a commercially reasonable level
of care and skill and in a professional manner in accordance with generally recognized industry standards for similar
services.
d) No Other Warranty. EXCEPT FOR THE EXPRESS WARRANTIES SET FORTH IN THIS WARRANTY SECTION,
THE SERVICES AND ANY OTHER INFORMATION ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE”
BASIS, AND CUSTOMER’S USE OF THE SERVICES IS AT ITS OWN RISK. NEOGOV DOES NOT MAKE, AND
HEREBY DISCLAIMS, ANY AND ALL OTHER EXPRESS AND/OR IMPLIED WARRANTIES, INCLUDING,
BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE,
NONINFRINGEMENT AND TITLE, AND ANY WARRANTIES ARISING FROM A COURSE OF DEALING,
USAGE, OR TRADE PRACTICE. NEOGOV DOES NOT WARRANT THAT THE SERVICES WILL BE
UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE, OR THAT ANY ERROR WILL BE
CORRECTED.
e) Disclaimer of Actions Caused by and/or Under the Control of Third Parties. NEOGOV DOES NOT AND CANNOT
CONTROL THE FLOW OF DATA TO OR FROM THE NEOGOV SYSTEM AND OTHER PORTIONS OF THE
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INTERNET. SUCH FLOW DEPENDS IN LARGE PART ON THE PERFORMANCE OF INTERNET SERVICES
PROVIDED OR CONTROLLED BY THIRD PARTIES. AT TIMES, ACTIONS OR INACTIONS OF SUCH THIRD
PARTIES CAN IMPAIR OR DISRUPT CUSTOMER’S CONNECTIONS TO THE INTERNET (OR PORTIONS
THEREOF). ALTHOUGH NEOGOV WILL USE COMMERCIALLY REASONABLE EFFORTS TO TAKE ALL
ACTIONS IT DEEMS APPROPRIATE TO REMEDY AND AVOID SUCH EVENTS, NEOGOV CANNOT
GUARANTEE THAT SUCH EVENTS WILL NOT OCCUR. ACCORDINGLY, NEOGOV DISCLAIMS ANY AND
ALL LIABILITY RESULTING FROM OR RELATED TO SUCH EVENTS OR WITH RESPECT TO ANY THIRD
PARTY SERVICES.
f) No Medical Advice. Through certain Services, NEOGOV may make certain telehealth related information available to
Customer and/or facilitate user access to telemedicine, expert medical services, and/or emergency medical services.
NEOGOV is independent from healthcare providers who provide telemedicine services and is not responsible for such
healthcare providers’ acts, omissions or for any content or communications made by them. The Services do not provide
medical advice and do not create a healthcare provider/patient relationship between Customer and NEOGOV or
otherwise. Any Services, or content accessed from the Services, are for informational purposes only and do not constitute
medical advice. Customer should seek professional medical advice, diagnosis, and/or treatment for any and all medical
conditions, whether as a result of using Services or otherwise. NEOGOV IS NOT RESPONSIBLE OR LIABLE FOR
ANY ADVICE, COURSE OF TREATMENT, DIAGNOSIS OR ANY OTHER TREATMENT OR INFORMATION
THAT CUSTOMER OR ITS USERS MAY OBTAIN THROUGH THE USE OF THE SERVICES.
14. Indemnification.
a) Customer Indemnity. To the extent permitted by applicable law, Customer will defend and indemnify NEOGOV from
and against any claim, demand, suit or proceeding made or brought against NEOGOV (i) by a third party alleging that
any Customer Data infringes or misappropriates such third party's intellectual property rights, (ii) in connection with
Customer’s violation of any applicable laws, or (iii) any claim or allegation by any third party resulting from or related
to Customer’s or any of its Authorized User’s breach of Section 3 of this Agreement.
b) NEOGOV Indemnity. Subject to subsections 14(b)(i) through 14(b)(iii) and 14(c) of this Section, if a third party makes
a claim against Customer that any NEOGOV intellectual property furnished by NEOGOV and used by Customer
infringes a third party’s intellectual property rights, NEOGOV will defend the Customer against the claim and indemnify
the Customer from the damages and liabilities awarded by the court to the third -party claiming infringement or the
settlement agreed to by NEOGOV.
i) Alternative Resolution. If NEOGOV believes or it is determined that any of the Services may have violated a third
party’s intellectual property rights, NEOGOV may choose to either modify the Services to be non-infringing or
obtain a license to allow for continued use. If these alternatives are not commercially reasonable, NEOGOV may
end the subscription or license for the Services and refund a pro-rata portion of any fees covering the whole months
that would have remained, absent such early termination, following the effective date of such early termination.
ii) No Duty to Indemnify. NEOGOV will not indemnify Customer if Customer alters the Service or Service
Specifications, or uses it outside the scope of use or if Customer uses a version of the Service or Service
Specifications which has been superseded, if the infringement claim could have been avoided by using an unaltered
current version of the Services or Service Specifications which was provided to Customer, or if the Customer
continues to use the infringing material after the subscription expires. NEOGOV will not indemnify the Customer
to the extent that an infringement claim is based upon any information, design, specification, instruction, software,
data, or material not furnished by NEOGOV. NEOGOV will not indemnify Customer for any portion of an
infringement claim that is based upon the combination of Service or Service Specifications with any products or
services not provided by NEOGOV. NEOGOV will not indemnify Customer for infringement caused by Customer’s
actions against any third party if the Services as delivered to Customer and used in accordance with the terms of the
Agreement would not otherwise infringe any third-party intellectual property rights.
iii) Exclusive Remedy. This Section provides the exclusive remedy for any intellectual property infringement claims or
damages against NEOGOV.
c) Indemnification Procedures. In order to receive the indemnities described hereunder, the indemnified party must: (i)
promptly notify the indemnifying party, in writing, of any claim; (ii) cooperate reasonably with indemnifying party, at
the indemnifying party’s expense, in the defense and/or settlement thereof; and (iii) allow the indemnifying party to
control the defense and/or settlement thereof except that the indemnifying party may not, without the indemnified party’s
prior written consent, enter into any settlement that does not unconditionally release the indemnified party from liability.
The indemnified party shall have the right to participate in any defense of a claim and/or to be represented by counsel of
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its own choosing at its own expense, provided that ultimate control of such defense shall remain solely with the
indemnifying party.
15. Limitations of Liability.
a) EXCLUSION OF DAMAGES. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO
EVENT WILL EITHER PARTY BE LIABLE UNDER OR IN CONNECTION WITH THIS AGREEMENT OR ITS
SUBJECT MATTER UNDER ANY LEGAL OR EQUITABLE THEORY, INCLUDING BREACH OF CONTRACT,
TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, AND OTHERWISE, INCLUDING FOR ANY: (a) LOSS
OF PRODUCTION, USE, BUSINESS, REVENUE, OR PROFIT OR DIMINUTION IN VALUE; (b) IMPAIRMENT,
INABILITY TO USE OR LOSS, INTERRUPTION OR DELAY OF THE SERVICES; (c) LOSS, DAMAGE,
CORRUPTION OR RECOVERY OF DATA, OR BREACH OF DATA OR SYSTEM SECURITY; (d) COST OF
REPLACEMENT GOODS OR SERVICES; (e) LOSS OF GOODWILL, LOSS OF BUSINESS OPPORTUNITY OR
PROFIT, OR LOSS OF REPUTATION; OR (f) CONSEQUENTIAL, INCIDENTAL, INDIRECT, EXEMPLARY,
SPECIAL, ENHANCED, OR PUNITIVE DAMAGES, REGARDLESS OF WHETHER SUCH PERSONS WERE
ADVISED OF THE POSSIBILITY OF SUCH LOSSES OR DAMAGES OR SUCH LOSSES OR DAMAGES WERE
OTHERWISE FORESEEABLE, AND NOTWITHSTANDING THE FAILURE OF ANY AGREED OR OTHER
REMEDY OF ITS ESSENTIAL PURPOSE.
b) CAP ON MONETARY LIABILITY. EXCEPT FOR DAMAGES ARISING OUT OF LIABILITY WHICH CANNOT
BE LAWFULLY EXCLUDED OR LIMITED, OR CUSTOMER’S OBLIGATIONS TO MAKE PAYMENT UNDER
THIS AGREEMENT, THE TOTAL AGGREGATE LIABILITY OF EITHER PARTY FOR ANY AND ALL CLAIMS
AGAINST THE OTHER PARTY UNDER THIS AGREEMENT, WHETHER ARISING UNDER OR RELATED TO
BREACH OF CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR ANY OTHER LEGAL
OR EQUITABLE THEORY, SHALL NOT EXCEED THE AMOUNT OF ALL PAYMENTS ACTUALLY
RECEIVED BY NEOGOV FROM CUSTOMER IN CONNECTION WITH THIS AGREEMENT IN THE 12 MONTH
PERIOD PRECEDING THE DATE OF THE FIRST EVENT INITIALLY GIVING RISE TO SUCH LIABILITY. THE
EXISTENCE OF ONE OR MORE CLAIMS WILL NOT ENLARGE THE LIMIT.
16. Reimbursement of Costs in Third Party Litigation. With respect to any litigation or other court proceeding involving Customer
and a third party, if any subpoena or other legally binding request related to such litigation or court proceeding is served to
NEOGOV requesting copies of documents maintained by NEOGOV or otherwise requesting NEOGOV to appear as a witness
in any capacity or provide testimony with respect to Customer’s documentation, Customer shall reimburse NEOGOV for its
out-of-pocket costs associated with compliance with such request, including but not limited to NEOGOV’s reasonable
attorneys’ fees.
17. EOL Products. NEOGOV may, in its discretion, at certain times elect to discontinue development, distribution and/or support
of any Service or any elements or versions of any Service, and thereby designate such Service or elements or versions as end
of life (“EOL”). In the event that NEOGOV elects to announce EOL for any Service, NEOGOV will provide six (6) months
prior notice. Customer will have a period of six (6) months after receipt of such notice to upgrade to the last commercially
available (non-EOL) version of the Service, if applicable, or otherwise following the expiration of such six (6) month period,
the Service shall be deemed terminated without penalty and a pro rata refund shall be provided to Customer for the remaining
term of the Service. During the 6-month notice period, Customer may continue exercising all of the rights set forth in this
Agreement with respect to such EOL Service.
18. Text Message Communications. NEOGOV may offer Personnel the opportunity to receive text messages regarding job
application or hiring process reminders, applicant status updates, or other human resource related notices. Since these text
message services depend on the functionality of third-party providers, there may be technical delays on the part of those
providers. NEOGOV may make commercially reasonable efforts to provide alerts in a timely manner with accurate
information, but cannot guarantee the delivery, timeliness, or accuracy of the content of any alert. NEOGOV shall not be liable
for any delays, failure to deliver, or misdirected delivery of any alert; for any errors in the content of an alert; or for any actions
taken or not taken by you or any third party in reliance on an alert. NEOGOV cannot vouch for the technical capabilities of
any third parties to receive such text messages. To the extent you utilize text messaging features, NEOGOV shall not be
responsible for your use of such features, and you shall indemnify NEOGOV with respect to any damages resulting from your
use including but not limited any violations of applicable law. NEOGOV MAKES NO WARRANTIES OR
REPRESENTATIONS OF ANY KIND, EXPRESS, STATUTORY, OR IMPLIED AS TO: (a) THE AVAILABILITY OF
TELECOMMUNICATION SERVICES; (b) ANY LOSS, DAMAGE, OR OTHER SECURITY INTRUSION OF THE
TELECOMMUNICATION SERVICES; AND (c) ANY DISCLOSURE OF INFORMATION TO THIRD PARTIES OR
FAILURE TO TRANSMIT ANY DATA, COMMUNICATIONS, OR SETTINGS CONNECTED WITH THE SERVICES.
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19. Publicity. Unless otherwise provided in the applicable Order Form, NEOGOV may identify Customer as one of its customers
and use Customer’s logo for such purposes, subject to any trademark usage requirements specified by Customer.
20. Force Majeure. Except for Customer’s payment obligations to NEOGOV, neither party shall be liable for any damages, costs,
expenses or other consequences incurred by the other party or by any other person or entity for any act, circumstance, event,
impediment or occurrence beyond such party’s reasonable control, including, without limitation: (a) acts of God; (b) changes
in or in the interpretation of any law, rule, regulation or ordinance; (c) strikes, lockouts or other labor problems; (d)
transportation delays; (e) unavailability of supplies or materials; (f) fire or explosion; (g) riot, pandemic, military action or
usurped power; (h) actions or failures to act on the part of a governmental authority; (i) internet service interruptions or
slowdowns, vandalism or cyber-attacks, or (j) any other cause beyond the reasonable control of such party.
21. Independent Contractor; No Third Party Beneficiary; Fulfillment Partners. The relationship of the parties shall be deemed to
be that of an independent contractor and nothing contained herein shall be deemed to constitute a partnership between or a
joint venture by the parties hereto or constitute either party the employee or agent of the other. Customer acknowledges that
nothing in this Agreement gives Customer the right to bind or commit NEOGOV to any agreements with any third parties.
This Agreement is not for the benefit of any third party and shall not be deemed to give any right or remedy to any such party
whether referred to herein or not. NEOGOV may designate any third-party affiliate, or other agent or subcontractor (each a
“Fulfillment Partner”), without notice to, or the consent of, Customer, to perform such tasks and functions to complete any
Services.
22. Entire Agreement; Amendment; Addendum. This Services Agreement, the Exhibits hereto, each Addendum (as may be
applicable pursuant to the terms therein) and documents incorporated herein, the applicable Order Form, and Special
Conditions (if any) constitute the entire agreement between the parties with respect to the subject matter hereof and supersede
all prior or contemporaneous oral and written statements of any kind whatsoever made by the parties with respect to such
subject matter. It is expressly agreed that the terms of this Agreement and any NEOGOV Order Form shall supersede the
terms in any non-NEOGOV purchase order or other ordering document. Notwithstanding the foregoing, any conflict of terms
shall be resolved by giving priority in accordance with the following order: 1) Special Conditions (if any), 2) NEOGOV Order
Form, 3) the NEOGOV Services Agreement, and 4) incorporated documents (including the Exhibits and each applicable
Addendum). This Agreement supersedes the terms and conditions of any clickthrough agreement associated with the Services.
This Agreement may not be modified or amended (and no rights hereunder may be waived) except through a written instrument
signed by the parties to be bound. If you are subscribing for the HRIS, Vetted, or PowerEngage Platform, you hereby
specifically agree to the terms of the applicable Addendum set forth on the NEOGOV Site. In addition, certain Services may
disclose the use of artificial intelligence, in which case, Customer hereby agrees to the terms of the AI Addendum set forth on
the NEOGOV Site.
23. General.
a) Governing Law and Venue. This Agreement shall be governed by and construed in accordance with the laws of the state
of California, without giving effect to conflict of law rules. Any legal action or proceeding relating to this Agreement
shall be instituted only in any state or federal court in Los Angeles, California.
b) Severability. If any provision of this Agreement is held to be illegal or unenforceable, such provision shall be limited or
eliminated to the minimum extent necessary so that the remainder of this Agreement will continue in full force and effect.
Provisions that survive termination or expiration are those relating to, without limitation, accrued rights to payment,
acknowledgements and reservations of proprietary rights, confidentiality obligations, warranty disclaimers, and
limitations of liability, and others which by their nature are intended to survive.
c) Notices. All notices or other communications required or permitted hereunder shall be in writing and shall be deemed to
have been duly given either when personally delivered, one (1) business day following delivery by recognized overnight
courier or electronic mail, or three (3) business days following deposit in the U.S. mail, registered or certified, postage
prepaid, return receipt requested. All such communications shall be sent to (i) Customer at the address set forth in the
Order Form and (ii) NEOGOV at the address specified in the applicable Order Form.
d) Waiver. The waiver, express or implied, by either party of any breach of this Agreement by the other party will not waive
any subsequent breach by such party of the same or a different kind. This Agreement may be executed in two or more
counterparts, each of which will be deemed an original, but all of which taken together shall constitute one and the same
instrument.
e) Electronic Delivery. Delivery of a copy of this Agreement or an Order Form bearing an original signature by electronic
mail or by any other electronic means will have the same effect as physical delivery of the paper document bearing the
original signature.
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f) Assignment. Customer may not assign this Agreement without the express written approval of NEOGOV Any attempt
at assignment in violation of this Section shall be null and void.
g) Construction. The parties intend this Agreement to be construed without regard to any presumption or rule requiring
construction or interpretation against the party drafting an instrument or causing any instrument to be drafted. The
exhibits, addendum, schedules, attachments, and appendices referred to herein are an integral part of this Agreement to
the same extent as if they were set forth verbatim herein.
h) Subcontractors. For purposes of this Agreement, including any subsequent documentation requested by Customer
pursuant to this Agreement, the term "subcontractors" shall exclude subcontractors (i) who perform routine software
development and maintenance services which are not specific to the Customer, (ii) subcontractors who will not have
any access to Customer Data, and (iii) subcontractors who have access to Customer Data solely within NEOGOV's or
Customer's systems.
24. Insurance. NEOGOV will provide the following insurance coverage during the terms of this Agreement:
a) Commercial General Liability (CGL): Accord certificate of insurance on an “occurrence” basis, including products
and completed operations, property damage, bodily injury and personal & advertising injury within limits no less than
$1,000,000, per occurrence. The general aggregate limit shall be twice the required occurrence limit.
b) Automobile Liability: NEOGOV has no owned autos,), with limit no less than $1,000,000 per accident for bodily injury
and property damage.
c) Workers’ Compensation: insurance as required by the State of California, with Statutory Limits, and Employer’s
Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
d) Errors and Omissions Including Cyber Liability Insurance; with limits not less than $2,000,000 per occurrence or
claim, $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is
undertaken by NEOGOV in this Agreement and shall include, but not be limited to, claims involving security breach,
system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual
property including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations,
information theft, damage to or destruction of electronic information, release of private information, and alteration of
electronic information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as
well as credit monitoring expenses.
e) Other Insurance Provisions: the insurance policies are to contain, or be endorsed to contain, the following provisions:
i) Additional Insured Status – The Customer, its officers, officials, and employees are to be covered as additional
insureds on the CGL policy with respect to liability arising out of NEOGOV’s indemnity obligations pursuant to
the terms of this Agreement.
ii) Primary Coverage – For any claims related to this contract, NEOGOV’s insurance coverage shall be primary.
Any insurance or self-insurance maintained by the Customer, its officers, officials, employees, or volunteers shall
be excess of NEOGOV’s insurance and shall not contribute with it.
iii) Notice of Cancellation – Each insurance policy required above shall state that insurance carrier will endeavor to
provide thirty (30) days notice of cancellation, ten (10) days notice for non -payment of premium.
iv) Waiver of Subrogation –To the extent permitted by law, NEOGOV will require its insurer(s) issuing the
Commercial General Liability and Workers Compensation coverage to waive its rights of recovery or subrogation
against the Customer, but only to the extent of liabilities falling within NEOGOV indemnity obligations under this
Agreement. Self-Insured Retentions – NEOGOV will be responsible for any deductibles to the extent of its
indemnity obligations as found in this Agreement.
v) Acceptability of Insurers – Insurance is to be placed with insurers authorized to conduct business in the state with
current A.M. Best’s rating of no less than A-:VII, unless otherwise acceptable to the Customer.
vi) Claims Made Policies – If any of the required polices provide coverage on a claims-made basis:
(1) A Retroactive Date must be shown and must be before the date of the contract or the beginning of contract
work.
(2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after
completion of the contract of work.
(3) If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a
Retroactive Date prior to the contact effective date, NEOGOV must purchase “extended reporting” coverage
for a minimum of three (3) years after completion of contract work.
vii) Verification of Coverage – NEOGOV shall furnish the Customer with original Certificates of Insurance including
all required amendatory endorsements and a copy of the Declarations and Endorsement Page of the CGL policy
listing all policy endorsements to the Customer before work begins. However, failure to obtain the required
documents prior to the work beginning shall not waive the NEOGOV’s obligation to provide them.
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viii) Special Risks or Circumstances – Customer reserves the right to modify these requirements, including limits,
based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances with mutual
written agreement of NEOGOV
IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their respective duly authorized
officers as of the date set forth below, and consent to the Agreement.
Customer GovermentJobs.com, Inc. (D/B/A/ NEOGOV), on behalf of
itself and its subsidiaries PowerDMS, Inc., Cuehit, Inc.,
Ragnasoft LLC (D/B/A/ PlanIT Schedule), and Design PD,
LLC (D/B/A Agency360)
Entity Name: See signature block below
Signature:
Signature:
Print Name:
Print Name:
Date:
Date:
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nuñez
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO RECOMMENDED FOR APPROVAL:
City Attorney
By:
Andrea Garcia-Miller Lori Schnaider
Assistant City Attorney Executive Director
Human Resources
12:55 pm, Jun 05 2025
Docusign Envelope ID: 4F711A08-6576-4765-B50B-29AAF403F8AD
COO
6/5/2025 | 9:59:41 AM PDT
Aaron Coleman
City Council 14 – 13 6/17/2025
12
Exhibit A
Government Customer Addendum
If Customer is a Government Customer, the following Government Customer Addendum (“Government Addendum”) forms part
of the Services Agreement, and in the case of any conflict or inconsistency between the terms and provisions of this Addendum
and any other provision of the Services Agreement, the terms of this Government Addendum shall control. For purposes hereof, a
“Government Customer” means a Customer which is a (a) U.S. Federal agency, (b) state government, agency, department,
or political subdivision (including a city, county or municipal corporation), or (c) instrumentality of any of the foregoing (in cluding
a municipal hospital or municipal hospital district, police or fire department, public library, park district, state college or university,
Indian tribal economic development organization, or port authority).
1. Applicability. The provisions of this Addendum shall apply only if Customer is a Government Customer under the
Services Agreement.
2. Termination for Non-Appropriation of Funds on Multi-Year Deals. Customer represents that it has received
sufficient appropriation of funds by the applicable legislature (or other appropriate governmental body) (“Governmental
Appropriation”) for the first year of the term of any Order Form executed by Customer (the “First Year” and all such
years following the First Year which are included in the term of an Order Form, the “Future Years”). If Customer is
subject to federal, state or local law which makes Customer’s financial obligations under this Services Agreement
contingent upon Governmental Appropriation, and if such funds are not forthcoming or are insufficient due to failure of
such Governmental Appropriation, then Customer will have the right to terminate the then remaining portion of any
Future Years under the Services Agreement at no additional cost and with no penalty by giving prior written notice
documenting the lack of funding. Customer will provide at least thirty (30) days advance written notice of such
termination. Customer will use reasonable efforts to ensure appropriated funds are available. It is expressly agreed that
Customer shall not activate this non-appropriation provision for its convenience or to circumvent the requirements of this
Agreement, but only as an emergency fiscal measure during a substantial fiscal crisis, which affects generally its fiscal
operations. If Customer terminates the Services Agreement under this Section 2, Customer agrees not to replace the
Services with functionally similar products or services for a period of one year after the termination of the Services
Agreement.
3. Indemnification. If Customer is prohibited by federal, state or local law from agreeing to hold harmless or indemnify
third parties, Section 14(a) and the indemnification provision included in Section 18 of the Services Agreement shall not
apply to Customer, to the extent disallowed by applicable law.
4. Open Records. If the Customer is subject to federal or state public records laws, including laws styled as open records,
freedom of information, or sunshine laws (“Open Records Laws”) the confidentiality requirements of Section 12 of the
Services Agreement apply only to the extent permitted by Open Records Laws applicable to the Customer. This Section
is not intended to be a waiver of any of the provisions of the applicable Open Records Laws, including, without limitation,
the requirement for the Customer to provide notice and opportunity for NEOGOV to assert an exception to disclosure
requirements in accordance with the applicable Open Records laws.
5. Cooperative Purchasing. As permitted by law, it is understood and agreed by Customer and NEOGOV that any (i)
federal, state, local, tribal, or other municipal government (including all administrative agencies, departments, and offices
thereof); (ii) any business enterprise in which a federal, state, local, tribal or other municipal entity has a full, majority,
or other controlling interest; and/or (iii) any public school (including without limitation K-12 schools, colleges,
universities, and vocational schools) (collectively referred to as the “New Entity”) may purchase the Services specified
herein in accordance with the terms and conditions of this Agreement. It is also understood and agreed that each New
Entity will establish its own contract with NEOGOV, be invoiced therefrom and make its own payments to NEOGOV in
accordance with the terms of the contract established between the New Entity and NEOGOV. With respect to any
purchases by a New Entity pursuant to this Section, Customer: (i) shall not be construed as a dealer, re -marketer,
representative, partner or agent of an y type of NEOGOV, or such New Entity; (ii) shall not be obligated, liable or
responsible for any order made by New Entities or any employee thereof under the agreement or for any payment required
to be made with respect to such order; and (iii) shall not be obliged, liable or responsible for any failure by any New
Entity to comply with procedures or requirements of applicable law or to obtain the due authorization and approval
necessary to purchase under the agreement. Termination of this Agreement shall in no way limit NEOGOV from
soliciting, entering into, or continuing a contractual relationship with any New Entity. Any New Entity who purchases
Services under this Section hereby represents that is has the authority to use this Services Agreement for the p urchase
and that the use of the Services Agreement for the purchase is not prohibited by law or procurement regulations applicable
to the New Entity.
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Exhibit B
Integration Terms Addendum
NEOGOV offers integrations and platform APIs for integrations to third party systems (“Integration Services”). Customer
may use only those Integration Services purchased or subscribed to as listed within the NEOGOV Order Form. The following
terms (the “Integration Terms Addendum”) shall apply to the extent that Customer utilizes a system integration between the
Services and either: (a) an affiliated integrated service, including those found at
https://api.neogov.com/connect/marketplace.html (“Affiliated API”) or to the extent that Customer utilizes a system
integration between the Services and an unaffiliated third-party service (“Customer Application”) integrated using
NEOGOV’s open API (“Open API”). Integration Services are not available for HRIS Services and this Exhibit B shall not
apply to HRIS Services.
1. Provision of Integrations. Subject to and conditioned on compliance with all terms and conditions set forth in this
Agreement, NEOGOV hereby grants Customer a limited, revocable, non-exclusive, non-transferable, non-sublicensable
license during the applicable Term to use and/or access the Affiliated API as described in this Agreement, or the Open
API for communication between Customer’s human resource related third application(s) that will interoperate with
NEOGOV Services (collectively these uses shall be referred to as the “API” or “Integration”). Customer acknowledges
there are no implied licenses granted under this Agreement. NEOGOV reserves all rights that are not expressly granted.
Customer may not use the API for any other purpose without our prior written consent. Customer may not share the API
with any third party, must keep the API and all log-in information secure, and must use the API key as Customer sole
means of accessing the API.
2. Integration Intellectual Property. All right, title, and interest in the API and any and all information, data, documents,
materials, inventions, technologies, know-how, descriptions, requirements, plans, reports, works, intellectual property,
software, hardware, systems, methods, processes, and inventions, customizations, enhancements, improvements and
other modifications based on or derived from the API are and will remain, as appropriate, with NEOGOV. All right, title,
and interest in and to the third-party materials, including all intellectual property rights therein, are and will remain with
their respective third-party rights holders subject to the terms and conditions of the applicable third-party license
agreements. Customer has no right or license with respect to any third-party materials except as expressly licensed under
such third-party license agreements.
3. Integration Terms of Use. Except as expressly authorized under this Agreement, you may not remove any proprietary
notices from the API; use the API in any manner or for any purpose that infringes, misappropriates, or otherwise violates
any intellectual property right or other right of any person, or that violates any applicable law; combine or integrate the
API with any software, technology, services, or materials not authorized by NEOGOV; design or permit Customer
Application(s) to disable, override, or otherwise interfere with any NEOGOV-implemented communications to end
users, consent screens, user settings, alerts, warning, or the like; use the API in any of Customer Application(s) to
replicate or attempt to replace the user experience of the Services; or attempt to cloak or conceal Customer identity or
the identity of Customer Application(s) when requesting authorization to use the API.
4. Customer Integration Responsibilities. Customer, Customer developed web or other software services or applications,
and Customer third-party vendors that integrate with the API (collectively the “Customer Applications”), shall comply
with all terms and conditions of this Agreement, all applicable laws, rules, and regulations, and all guidelines, standards,
and requirements that may be posted on https://api.neogov.com/connect/index.html from time to time. In addition,
Customer will not use the API in connection with or to promote any products, services, or materials that constitute,
promote, or are used primarily for the purpose of dealing in spyware, adware, or other malicious programs or code,
counterfeit goods, items subject to U.S. embargo, unsolicited mass distribution of email (“spam”), multi-level marketing
proposals, hate materials, hacking, surveillance, interception, or descrambling equipment, libelous, defamatory,
obscene, pornographic, abusive, or otherwise offensive content, stolen products, and items used for theft, hazardous
materials, or any illegal activities.
5. Cooperation. If applicable, Customer shall timely provide such cooperation, assistance, and information as NEOGOV
reasonably requests to enable the API. NEOGOV is not responsible or liable for any late delivery or delay or failure of
performance caused in whole or in part by Customer’s delay in performing, or failure to perform, any of its obligations
under this Agreement. NEOGOV will provide Customer maintenance and support services for API issues arising from
the information technology designed, developed, and under then current control of NEOGOV. NEOGOV shall have no
obligation to provide maintenance or support for issues arising from the inaction or action of Customer or third parties
of which are outside NEOGOV control.
6. Provision of Open API. In the event license fees or other payments are not due in exchange for the right to use and access
the Open API, you acknowledge and agree that this arrangement is made in consideration of the mutual covenants set forth
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in this Agreement, including, without limitation, the disclaimers, exclusions, and limitations of liability set forth herein.
Notwithstanding the foregoing, NEOGOV reserves the right to charge for access with effect from the start of each
Renewal Term by giving Customer at least ninety (90) day notice prior to commencement of a Renewal Term.
7. API Key. In order to use and access the Open API, you must obtain an Open API key through the registration process.
Customer agrees to monitor Customer Applications for any activity that violates applicable laws, rules and regulation, or
any terms and conditions of this Agreement, including any fraudulent, inappropriate, or potentially harmful behavior.
This Agreement does not entitle Customer to any support for the Open API. You acknowledge that NEOGOV may
update or modify the Open API from time to time and at our sole discretion and may require you to obtain and use the
most recent version(s). You are required to make any such changes to Customer Applications that are required for
integration as a result of such Update at Customer sole cost and expense. Updates may adversely affect how Customer
Applications communicate with the Services.
8. Efficient Processing. You must use efficient programming, which will not cause an overwhelming number of requests to
be made in too short a period of time, as-determined solely by NEOGOV. If this occurs, NEOGOV reserves the right to
throttle your API connections, or suspend or terminate your access to the Open API. NEOGOV shall use reasonable
efforts to provide Customer notice and reasonable time to cure prior to taking such actions.
9. Open API Limitations. TO THE FULLEST EXTENT PERMITTED UNDER APPLICABLE LAW, IN NO EVENT
WILL NEOGOV BE LIABLE TO CUSTOMER OR TO ANY THIRD PARTY UNDER ANY TORT, CONTRACT,
NEGLIGENCE, STRICT LIABILITY, OR OTHER LEGAL OR EQUITABLE THEORY FOR ANY DIRECT, LOST
PROFITS, LOST OR CORRUPTED DATA, COMPUTER FAILURE OR MALFUNCTION, INTERRUPTION OF
BUSINESS, OR OTHER SPECIAL, INDIRECT, INCIDENTAL, OR CONSEQUENTIAL DAMAGES OF ANY
KIND ARISING OUT OF THE USE OR INABILITY TO USE THE OPEN API; OR ANY DAMAGES, IN THE
AGGREGATE, IN EXCESS OF FIFTY DOLLARS, EVEN IF NEOGOV HAS BEEN ADVISED OF THE
POSSIBILITY OF SUCH LOSS OR DAMAGES AND WHETHER OR NOT SUCH LOSS OR DAMAGES ARE
FORESEEABLE OR NEOGOV WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. ANY CLAIM YOU
MAY HAVE ARISING OUT OF OR RELATING TO THIS AGREEMENT MUST BE BROUGHT WITHIN ONE
YEAR AFTER THE OCCURRENCE OF THE EVENT GIVING RISE TO SUCH CLAIM.
10. Open API Termination. Notwithstanding the additional Termination rights herein, NEOGOV may immediately
terminate or suspend Customer access to Open APIs in our sole discretion at any time and for any reason, with or without
notice or cause. In addition, your Open API subscription will terminate immediately and automatically without any
notice if you violate any of the terms and conditions of this Agreement.
Docusign Envelope ID: 4F711A08-6576-4765-B50B-29AAF403F8AD
City Council 14 – 16 6/17/2025
Santa Ana City of (CA) NEOGOV SERVICES
AGREEMENT 06032025 -revised -CAO signed
6-5-25(2061042.1) (1)
Final Audit Report 2025-06-05
Created:2025-06-05
By:Jay Jenkins (jjenkins@santa-ana.org)
Status:Signed
Transaction ID:CBJCHBCAABAAc-3xbLN5fmzooSyDTen7HY4NF7UUmDHZ
"Santa Ana City of (CA) NEOGOV SERVICES AGREEMENT 06
032025 -revised -CAO signed 6-5-25(2061042.1) (1)" History
Document digitally presigned by DocuSign\, Inc. (enterprisesupport@docusign.com)
2025-06-05 - 4:59:43 PM GMT
Document created by Jay Jenkins (jjenkins@santa-ana.org)
2025-06-05 - 9:55:16 PM GMT
Document emailed to Lori Schnaider (LSchnaider@santa-ana.org) for signature
2025-06-05 - 9:55:45 PM GMT
Email viewed by Lori Schnaider (LSchnaider@santa-ana.org)
2025-06-05 - 9:55:52 PM GMT
Document e-signed by Lori Schnaider (LSchnaider@santa-ana.org)
Signature Date: 2025-06-05 - 11:15:51 PM GMT - Time Source: server
Agreement completed.
2025-06-05 - 11:15:51 PM GMT
City Council 14 – 17 6/17/2025
INVOICE
Vendor Information / Contact:Invoice Summary:
2120 Park Pl, Suite 100
El Segundo, CA 90245
Invoice No.:INV-136117
Email: billing@neogov.net
Phone: (310) 426-6304
EIN: 33-0888748
Invoice Date:
Due Date:
05-24-2025
07-23-2025
Need a W-9? Click here: W-9 PDF Payment Terms:Net 60
Purchase Order No.:
Customer No.:A-641670
Customer Billing Information Customer Shipping Information
Breanna Lynch
Santa Ana, City of (CA)
20 Civic Center Plaza
Santa Ana, CA 92702
United States
Santa Ana, City of (CA)
20 Civic Center Plaza
Santa Ana, CA 92702
USA
Invoice Details:
Product Start Date End Date Quantity Total Price
($USD)
Candidate Text Messaging Subscription 07-01-2025 06-30-2026 1250 $1,530.78
Employee Import Subscription 07-01-2025 06-30-2026 1250 $1,753.14
Insight Subscription 07-01-2025 06-30-2026 1250 $22,707.65
Onboard Subscription 07-01-2025 06-30-2026 1250 $19,290.51
Online Exams/Testing Integration Subscription -
eSkill Pre-Employment 07-01-2025 06-30-2026 1 $1,932.66
Perform Subscription 07-01-2025 06-30-2026 1250 $33,809.89
Position Control Integration 07-01-2025 06-30-2026 1 $1,752.98
SUBTOTAL ($USD) $82,777.61
Sales Tax $0.00
TOTAL $82,777.61
Payments $0.00
Credits $0.00
Balance Due ($USD)$82,777.61
Payment Instructions:
City Council 14 – 18 6/17/2025
Remit checks to:
Governmentjobs.com, Inc.
DEPT LA 25067
Pasadena, CA 91185-5067
Remit electronic payments to:
Silicon Valley Bank
Name: Governmentjobs.com, Inc.
Account #: 3302022848
Routing #: 121140399
Swift Code: SVBUS6SIBO
Credit card payments:
Credit Card Payment Portal Link
By making the payment specified in this invoice, customer agrees that the terms and conditions of the agreement previously executed by
the parties shall apply to this purchase, or if there is no prior agreement, the terms and conditions of the NEOGOV Services Agreement set
forth in the quote previously provided to Customer shall apply. Any other terms and conditions provided by customer to NEOGOV in a
purchase order or otherwise shall be deemed void.
City Council 14 – 19 6/17/2025
Parks, Recreation, and Community Services
www.santa-ana.org/parks
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: School Bus Services
AGENDA TITLE
Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification No.
25-050) (General Fund & Non-General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with JFK Transportation Co., Inc.
to provide school bus services in an amount not to exceed $550,000 for a term
beginning June 17, 2025 and expiring June 16, 2028, with provisions for two, one-year
extensions (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The City of Santa Ana provides, through a contracted vendor, transportation services to
groups of people for round-trip excursions from various points within City limits to other
destinations, on an as-needed basis, throughout the year. These services will be for, but
are not limited to: senior programs, youth field trips, community excursions, and other
special events for the community.
Request for Proposals (RFP) No. 25-050 was issued on April 4, 2025 on the City’s
online bid management and publication system. A summary of vendor participation and
results is as follows:
84 Vendors Notified
3 Santa Ana Vendors Notified
17 Vendors Downloaded the RFP Packet
2 Responsive Proposals Received
1 Responsive Proposal Received from Santa Ana
Vendor
City Council 15 – 1 6/17/2025
School Bus Services
June 17, 2025
Page 2
5
0
9
1
Proposals were solicited, opened on May 1, 2025, and evaluated. Two proposals were
submitted by the RFP deadline, were determined to be responsive to the specifications,
and met the City’s requirements. An evaluation committee reviewed and rated the
proposals according to the criteria listed in the RFP.
Staff recommends awarding an agreement to the highest-ranking firm, JFK
Transportation Co., Inc. (Exhibit 1).
PRCSA currently utilizes Charter Bus vendors, Elite Executive Charter and Coach Max
Corp., to provide transportation services; however for events with smaller attendance
rates, it is more cost effective to utilize school bus services.
Local Outreach Efforts
The Purchasing Division advertised this project on the City’s online bid management
and publication system, which directly notified three Santa Ana vendors. One local
vendor downloaded the RFP and submitted a proposal for consideration.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funding is available in the FY 24-25 budget and funding for subsequent fiscal years will
be included in the proposed budgets for City Council consideration.
Fiscal
Year
Accounting
Unit-Account #
Fund
Description
Accounting Unit, Account
Description
Amount
FY 24-25 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$10,000
FY 25-26 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$110,000
FY 26-27 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$110,000
FY 27-28 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$110,000
FY 28-29 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$110,000
FY 29-30 01113230-
62300
General Fund PRCSA- Recreation and
Community Services-Contractual
Services Professional
$100,000
Total $550,000
City Council 15 – 2 6/17/2025
School Bus Services
June 17, 2025
Page 3
5
0
9
1
EXHIBIT(S)
1. Agreement with JFK Transportation Co., Inc.
Submitted By: Hawk Scott, Executive Director of Parks, Recreation, and Community
Services Agency
Approved By: Alvaro Nuñez, City Manager
City Council 15 – 3 6/17/2025
Page 1 of 10
CONTRACTOR AGREEMENT WITH JFK TRANSPORTATION CO., INC. TO
PROVIDE SCHOOL BUS SERVICES TO THE CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 17th day of June, 2025 by and
between JFK Transportation Co, Inc., a California corporation (“Contractor”), and the City of
Santa Ana, a charter city and municipal corporation organized and existing under the Constitution
and laws of the State of California (“City”).
RECITALS
A. On April 4, 2025, City issued Request for Proposal (“RFP”) No. 25-050, by which it sought
to retain a Contractor having special skill and knowledge in the field of school bus
transportation services for the City’s Parks, Recreation, and Community Services Agency.
B. Contractor submitted a responsive proposal that was among those selected by the City.
Contractor represents that it is able and willing to provide such services described in the
Scope of Work that was included in RFP No. 25-050.
C. In undertaking the performance of this Agreement, Contractor represents that it is
knowledgeable in its field and that any services performed by Contractor under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Contractor shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in the Scope of Services - Exhibit
A, attached hereto and incorporated herein, and as further described in Contractor’s Proposal -
Exhibit B, attached hereto and incorporated herein.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to
Contractor under this Agreement. Contractor shall be paid only for actual services
performed under this Agreement at the rates and charges identified in Contractor ‘s
Fee Proposal – Exhibit C, attached hereto and incorporated herein. The total
compensation for services provided under the Agreement, including any extension
periods, shall not exceed $550,000.00.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
invoice evidencing work performed, subject to City accounting procedures. City and
Contractor agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House (ACH) transfers. Contractor agrees to execute the
City Council 15 – 4 6/17/2025
Page 2 of 10
City’s standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Contractor’s account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3.TERM
This Agreement shall commence on June 17, 2025 and end on June 16, 2028, with the
option for the City to grant up to two (2), one (1) year extensions, exercisable by a writing by the
City Manager and the City Attorney, unless terminated earlier in accordance with Section 16,
below. City shall recognize and compensate Contractor for services beginning June 1, 2025.
4.PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
(“Prevailing Wage Laws”), which require the payment of prevailing wage rates and th e
performance of other requirements on “public works” and “maintenance” projects. If the services
being performed are part of an applicable “public works” or “maintenance” project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to
fully comply with such Prevailing Wage Laws. Contractor shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5.INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Contractor
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Contractor shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Contractor shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6.OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Contractor under this Agreement (“Documents & Data”). Contractor
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
City Council 15 – 5 6/17/2025
Page 3 of 10
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Contractor represents and warrants that Contractor has the legal right to license any and all
Documents & Data. Contractor makes no such representation and warranty in regard to
Documents & Data which were provided to Contractor by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Contractor shall procure and maintain for the duration of the agreement, the following
insurance coverages:
Minimum Scope and Limit of Insurance. Contractor shall maintain limits of insurance
coverage in the following minimum amounts and shall be at least as broad as:
• Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an “occurrence” basis, including products and completed operations,
property damage, bodily injury and personal injury with limits no less than $3,000,000
and advertising injury with limits no less than $2,000,000 per occurrence and
$4,000,000 aggregate.
• Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code
1 (any auto), with combined single limits of $5,000,000 and aggregate $10,000,000.
Primary and umbrella/excess policies can be combined to meet required policy limit.
• Workers’ Compensation (W/C): as required by the State of California, with statutory
limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per
accident, per employee, per policy for bodily injury or disease. This requirement can
be waived if Contractor has no employees.
• Sexual Abuse or Molestation Liability (SAML): If the CGL policy referenced above
is not endorsed to include affirmative coverage for sexual abuse or molestation,
Contractor shall obtain and maintain a policy covering Sexual Abuse and Molestation
with a limit of no less than $1,000,000 per occurrence or claim.
• If Contractor maintains broader coverage and/or higher limits than the minimums
shown above, City requires and shall be entitled to the broader coverage and/or the
higher limits maintained by Contractor. Any available insurance proceeds in excess of
the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions. The insurance policies are to contain, or be endorsed to
contain, the following provisions:
• CGL and AL policies: City of Santa Ana, its City Council, its officers, officials,
employees, agents, and volunteers are to be covered as additional insureds with respect
to liability arising out of work or operations performed by or on behalf of the Permittee
including materials, parts, equipment, and personnel furnished in connection with such
work or operations.
• All required insurance policies: Insurance company(ies) agrees to waive all rights of
subrogation against City, its City Council, its officers, officials, employees, agents, and
City Council 15 – 6 6/17/2025
Page 4 of 10
volunteers for losses paid under the terms of any policy which arise from work
performed by Contractor for City.
• All required insurance policies: For any claims related to this contract, Contractor’s
insurance coverage shall be primary and any insurance maintained by City, its City
Council, its officers, officials, employees, agents, or volunteers shall not contribute
with it.
• All required insurance policies: A severability of interest provision must apply for all
the additional insureds, ensuring that Contractor’s insurance shall apply separately to
each insured against whom a claim is made or suit is brought, except with respect to
the insurer’s limits of liability.
• Each insurance policy required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or
materially changed except after thirty (30) days prior written notice has been given to
City. Ten (10) days prior written notice shall be provided to City for policy cancellation
or non-renewal due to non-payment.
• Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa
Ana, Attention: (Name of Department Staff Responsible for Agreement), Address of
Department Responsible for Agreement, M-XX, Santa Ana, CA 92701. The name and
location of the event should be included in the Description of Operations section of
each certificate.
Self-Insured Retentions. Self-insured retentions must be declared to and approved by the
City. City may require Contractor to purchase coverage with a lower retention or provide proof of
ability to pay losses and related investigations, claim administration, and defense expenses within
the retention.
Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct
business in the state of California with a current A.M. Best rating of no less than A:VII, unless
otherwise acceptable to City.
Verification of Coverage. Contractor shall furnish City with original Certificates of
Insurance including all required amendatory endorsements (or copies of the applicable policy
language effecting coverage required by this clause) and a copy of the Declarations and
Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive
Contractor’s obligation to provide them. City reserves the right to require complete, certified
copies of all required insurance policies, including endorsements required by these specifications,
at any time.
Claims Made Policies. If any of the required policies provide coverage on a claims-made
basis:
• The retroactive date must be shown and must be before the date of the contract or the
beginning of work.
City Council 15 – 7 6/17/2025
Page 5 of 10
• Insurance must be maintained and evidence of insurance must be provided for at least
three (3) years after completion of work.
• If coverage is canceled or non-renewed, and not replaced with another claims-made
policy form with a retroactive date prior to the contract effective date, Company must
purchase “extended reporting” coverage for a minimum of three (3) years after
completion of work.
Subcontractors. Contractor shall require and verify that all sub-contractors maintain
insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an
additional insured on insurance required from sub-contractors.
Special Risks or Circumstances. City reserves the right to modify these requirements,
including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special
circumstances.
8. INDEMNIFICATION
Contractor agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Contractor, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages, just compensation, restitution, judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial
or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Contractor
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution, judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing,
to the extent Contractor’s services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States’
letters patent, trademark, or copyright infringement, including costs, contained in the work product
or documents provided by Contractor to the City pursuant to this Agreement.
City Council 15 – 8 6/17/2025
Page 6 of 10
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed
under this Agreement. Contractor shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Contractor under this Agreement. All such records and
invoices shall be clearly identifiable. Contractor shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Contractor agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. “Confidential Information” shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Contractor without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or
indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NON-DISCRIMINATION
Contractor shall not discriminate because of race, color, creed, religion, sex, marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
City Council 15 – 9 6/17/2025
Page 7 of 10
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Contractor, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Contractor. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to, the terms and conditions hereof, shall not bind or obligate Contractor or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behal f of any
party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor,
Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City’s ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Contractor shall be entitled to receive and the City shall pay Contractor
compensation for all services performed by Contractor prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Contractor to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Contractor consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
City Council 15 – 10 6/17/2025
Page 8 of 10
18.JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19.PROFESSIONAL LICENSES
Contractor shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
20.NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714- 647-6956
With courtesy copies to:
Executive Director
Parks, Recreation, and Community Services
City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702
To Contractor:
JFK Transportation Co.
Attn: Kevin Watson, CEO
980 W. 17th Street, Suite B
Santa Ana, California 92706
City Council 15 – 11 6/17/2025
Page 9 of 10
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four (24) hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
21. CALIFORNIA AIR RESOURCES BOARD COMPLIANCE
Contractor shall comply, and shall ensure all subcontractors comply, with all
applicable requirements of the most current version of the regulations imposed by California Air
Resources Board (“CARB”) including, without limitation, all applicable terms of Title 13,
California Code of Regulations Division 3, Chapter 9 and all pending amendments
(“Regulation”).
Throughout the Project, and for three (3) years thereafter, Contractor shall make available
for inspection and copying any and all documents or information associated with Contractor’s
and its subcontractors’ fleets including, without limitation, the Certificates of Reported
Compliance (“CRCs”), fuel/refueling records, maintenance records, emissions records, and any
other information the Contractor is required to produce, keep or maintain pursuant to the
Regulation upon two (2) calendar days’ notice from the City.
Contractor shall be solely liable for any and all costs associated with compliance with
the Regulation as well as for any and all penalties, fines, damages, or costs associated with any
and all violations, or failures to comply with the Regulation. Contractor shall defend,
indemnify and hold harmless the City, its officials, officers, employees and authorized
volunteers free and harmless from any claims, liabilities, costs, penalties or interest arising out
of any failure or alleged failure to comply with the Regulation.
22. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney’s fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
[signatures appear on following page]
City Council 15 – 12 6/17/2025
Page 10 of 10
SIGNATURE PAGE TO CONTRACTOR AGREEMENT WITH JFK
TRANSPORTATION CO., INC. TO PROVIDE SCHOOL BUS SERVICES TO THE
CITY OF SANTA ANA
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nunez
City Clerk City Manager
APPROVED AS TO FORM CONTRACTOR:
SONIA R. CARVALHO
City Attorney
By:
Jonathan T. Martinez By:
Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL
Hawk Scott
Executive Director
Parks, Recreation, and Community Services Agency
Kevin Watson (May 29, 2025 17:05 PDT)
CEO
Kevin Watson
City Council 15 – 13 6/17/2025
EXHIBIT A
SCOPE OF SERVICES
City Council 15 – 14 6/17/2025
CITY OF SANTA ANA
RFP 24-027 City of Santa Ana Page 17 of 40
EXHIBIT I
SCOPE OF SERVICES
Proposer(s) shall perform the services as set forth below.
OVERVIEW
The City of Santa Ana seeks a qualified, licensed school bus services company to provide transportation
of groups of people for pre-arranged round-trip excursions from various points within City limits to other
destinations in the southern California area on an as-needed basis, throughout the year. These events
include, but are not limited to: senior programs, youth field trips, community excursions, and other special
events. Transportation services will be requested on an as-needed basis by designated City staff.
All proposals shall include turnkey pricing for all services requested, and the City reserves the right
to reasonably increase or decrease the amounts and change specifications upon award.
PART I - SCOPE OF SERVICES
I. TRANSPORT SERVICES TO BE PROVIDED
1. Departure Time:
a. Scheduled Departure Time: is the time that City has provided to Carrier when
the vehicle is to leave the Pick- up Point for the Destination Point.
b. Actual Departure Time: is the actual time the vehicle leaves from the Pick-Up
Point or the Destination Point.
c. Late Arrival: is arrival at the Pick-Up Point that is later than the required arrival
time of at least 20 minutes before the Scheduled Departure Time. Liquidated
damages apply.
d. Late Show: is arrival at the Pick-Up Point that is later than the Scheduled
Departure Time. Liquidated damages apply; Contract termination may apply.
2. Cancelation:
a. If City cancels requested service due to Carrier’s Late Arrival at the Pick-Up Point
or Late Show, which causes City to cancel the event due to time restrictions at
the destination point, then Carrier shall not charge City any fees whatsoever and
liquidated damages apply.
b. If City cancels requested service any time before vehicle is dispatched, then
Carrier shall not charge City any fees whatsoever.
c. If City cancels requested service after vehicle is dispatched, then City will pay the
Trip Charge and no other charges. Trip Charges are to be prorated downward in
cases where the vehicle dispatch point was closer to Santa Ana, CA and where
the vehicle is re-routed to another customer’s location.
3. Head Count:
a. Conduct a head count (roll call) prior to all departures.
City of Santa Ana RFP 25-050 Page 17 of 40
City Council 15 – 15 6/17/2025
CITY OF SANTA ANA
4.Pick-Up Point:
a.is the predefined location within the City limits for the passengers to be picked up
by Carrier. This is where the trip begins. Driver must be at Pick-Up Point at least
20 minutes before Scheduled Departure Time. Standby Rate is applicable until
the Actual Departure Time; Drive Time Rate begins thereafter.
5.Destination Point:
a.is the predefined location, which may be outside of the City limits, but not outside
of the Southern California area. This is the Destination Point, the main purpose of
the trip. There may be multiple Destination Points. Drive Time Rate ends;
Standby Rate begins until vehicle leaves for the Drop-off Point. Standby Rate is
applicable until the Actual Departure Time; Drive Time Rate begins thereafter.
6.Drop-Off Point:
a.is the predefined location within the City limits for the passengers to be dropped
off by Carrier. Note that the Drop-Off Point is normally the same as the Pick-Up
Point. This is where the trip is completed. Drive Time Rate ends; Standby Rate
begins until last passenger leaves the vehicle.
7.Round Trip:
a.is from Pick-Up Point to Destination Point to Drop-off Point. There may be
multiple Destination Points before reaching the Drop-off Point.
II.SCHEDULE
1. Provide the services on the agreed-upon schedule, generally, Monday through Friday,
8:00 am to 6:00 pm.
2.Occasional weekends may be needed from 8:00 am to 10:00 pm.
3.Note that the dates and times are subject to change or cancellation.
4.Note City will provide advance notice, at least 72 hours or more, for services or
cancellations.
III.TYPICAL ANNUAL REQUIREMENTS: (NOT IMPLIED AS A GUARANTEE)
1. The City conducts about 20-30 trips a year, which are generally 5 - 65 miles round trip.
a.Each trip may require 1-3 buses per trip.
b. Approximately 10 trips for Summer Day Camp
c.Approximately 9-10 trips for the Teen Excursion Program
d.Approximately 4 trips for the Senior Service Program
e.Approximately 4 trips for the Athletics Program
IV.PRICES
1.It shall be understood that the unit prices are firm for the initial year of the contract.
2.An increase or decrease may be made to the bid item prices for subsequent renewals for
the term of the contract.
City of Santa Ana RFP 25-050 Page 18 of 40
City Council 15 – 16 6/17/2025
CITY OF SANTA ANA
3. Additional Charges: not allowed, no fuel surcharges, no mileage rates
PART II – ADDITIONAL REQUIREMENTS
V. BIDDER QUALIFICATIONS
1. Possess the appropriate California Public Utilities Commission (CPUC) licenses for
operating the types of vehicles and carrying the number of passengers in conjunction
with the service requirements.
2. Must be listed at the CPUC website https://tcportal.cpuc.ca.gov/TCP/s/ under Limos,
Shuttles, and Buses: Consumer Information Center; Hiring a Limo, Shuttle, or Bus; List
of Companies.
VI. SPECIFIC TERMS AND CONDITIONS
1. LEGAL
a. Comply with all legal requirements: federal, state, and local laws, regulations
b. Comply with all CPUC requirements as stated in the CPUC’s Transportation
License Section apply unless the company, classification, service, etc. are
especially excluded therein.
c. Comply with all ADA requirements
2. LICENSING
a. CPUC issues operating authority to companies that are for hire to transport
passengers, including school buses that operate in California. Companies must
display their CPUC file number on their vehicles and in advertisements; for
example, “PSC 1234” or “TCP 1234.”
b. Drivers must be licensed as required under the California Vehicle Code and must
comply with the driver provisions of Title 13, California Code of Regulations.
c. Drivers must be the permit or certificate (CPUC authority) holder or under the
complete supervision, direction and control of the operating carrier, and be an
employee of the authority holder, or an employee of a sub-carrier, or an
independent owner-driver who holds charter-party carrier authority and is
operating as a sub-carrier.
VII. CONTROLLED SUBSTANCES AND ALCOHOL
1. Provide for a drug testing program in accordance with General Order 157 Series (TCP)
and General Order 158 Series (PSC), whichever is applicable.
City of Santa Ana RFP 25-050 Page 19 of 40
City Council 15 – 17 6/17/2025
CITY OF SANTA ANA
2. Do not permit any driver to operate any vehicle, in conjunction with these service
requirements that does not conform to all of the applicable drug testing program
requirements.
3. Do not permit any Controlled Substances and Alcohol to be used on the vehicle by
anyone.
VIII. DMV PULL NOTICE
1. Be enrolled in the DMV Employer Pull Notice Program (EPN).
2. Do not permit any driver to operate any vehicle, in conjunction with these service
requirements that does not conform to all DMV requirements.
3. Upon the City’s request, vendor shall provide a list of all employees enrolled in
the DMV Pull Notice Program.
IX. BACKGROUND CHECKS
1. Note that some passengers may be of minority age.
2. Utilize only the drivers that have had Department of Justice criminal background
checks completed and had those checks properly screened for these service
requirements.
3. Perform background checks at least once every two years on individuals who are utilized
in conjunction with these service requirements.
X. PASSENGER INFORMATION
1. Make the following information available immediately to the passengers:
a. Check the license status of the company: Call CPUC at 1-800-877-8867; Access
the information from our website at www.cpuc.ca.gov.
b. File a complaint against your CPUC-authorized passenger transportation
company: Call CPUC at 1-800-894-9444; Email CPUC at
CIU_intake@cpuc.ca.gov; Write the Passenger Section, California Public Utilities
Commission, 505 Van Ness Avenue, San Francisco, CA 94102; Use the
complaint form on our website at: https://www.cpuc.ca.gov/consumer-
support/file-a-complaint/transportation-complaint if your complaint is by email or
in writing.
XI. SAFETY, FIRST AID, EMERGENCIES
1. Ensure that all drivers are up-to-date on first aid, CPR, and other related training.
2. Ensure that each vehicle used, in conjunction with these service requirements, has
properly stocked first aid kits, fire extinguishers, and other related first aid devices as
appropriate for the number of passengers and the expected duration of the trip.
3. Have emergency and critical incident procedures, arrangements and personnel in place
to protect passengers and minimize disruption from on-road incidents, vehicle and/or
system failures.
City of Santa Ana RFP 25-050 Page 20 of 40
City Council 15 – 18 6/17/2025
CITY OF SANTA ANA
4. Provide a list of primary and a secondary point of contact names and phone numbers for
emergencies.
XII. VEHICLES
1. Provide the following information for each vehicle that is available for service:
a. The make, model, year, miles, condition, and attributes for each vehicle.
b. License plate numbers, VIN numbers, and seating capacities.
c. Provide updates within 10 days of adding or deleting any vehicle from this list.
2. Seating
a. Use the appropriate sized-vehicle with the appropriate number of seats for a
given Round Trip.
b. Do not carry more passengers than the number of seats unless specifically
allowed by law.
c. Ensure that all seats have the appropriate and fully functional restraint devices
(seat belts, child safety seats) for the type of vehicle being utilized.
3. Vehicle service requirements shall:
a. Be appropriate for the intended use.
b. Have passenger capacity to accommodate all passengers comfortably.
c. Have the necessary safety equipment.
d. Be fueled to at least 7/8ths of a tank, that other fluids including oil,
antifreeze/coolant, power steering, brake fluid, washer fluid, battery fluid, and the
like are topped-off before arrival at Pick-up Point.
e. Have had battery performance checked within the last 30 calendar days.
f. Be equipped with fully functional heating, air conditioning, doors, windows,
windshield wipers, emergency radios, escapes (where appropriate), tires (spare
included) that are in very good condition rated for the type of vehicle and weight
loads.
g. Have the appropriate charger for the mobile phones utilized by the driver for
contact.
h. Be clean inside and outside prior to scheduled service.
i. Have the appropriate storage/baggage compartments.
j. Be safeguarded at all times during the Round Trip.
k. Be very well-maintained, up-to-date on their maintenance requirements.
City of Santa Ana RFP 25-050 Page 21 of 40
City Council 15 – 19 6/17/2025
CITY OF SANTA ANA
l. Provide replacement transportation to ensure a timely arrival at specified
destinations in the event of mechanical malfunctions or breakdowns.
m. Ensure that any backup or replacement vehicles meet the same criteria as the
replaced vehicle.
n. Use only Carrier’s company-owned or -leased vehicles unless otherwise
approved in advance by Change Request/Change Order.
o. Comply with all Department of Transportation Federal Highway Administration
(DOT/FHWA) regulations with regard to their service.
p. Make available all vehicle maintenance records utilized in these services for
inspection by City within 3 working days’ notice from City.
q. Allow the City reserves the right to inspect the Vendors equipment and to
perform such investigations as may be deemed necessary to insure that
competent personnel and management will be utilized in the performance of this
agreement.
XIII. DRIVERS
Note that the split of responsibilities is provided as a general grouping an does not represent or
limit the responsibilities of the Carrier and Drivers
1. Carrier Responsibilities
a. Ensure that only drivers who are in good health (not mentally, emotionally, or
physically compromised for operating the vehicles; and not contagious with any
disease that might infect the passengers); well-rested; alert; and not under the
influence of any illegal substances, substances or chemicals that would detract
from their ability to operate the vehicle at optimal levels are utilized for these
services.
b. Remove drivers from operating a vehicle in conjunction with these service
requirements that do not meet the foregoing requirements.
c. Provide the appropriate number of drivers and relief drivers as required for the
expected Round Trip travel time at no additional cost to City.
d. Ensure that drivers are provided the appropriate breaks for meals and the like.
e. Provide a fully-charged, fully-functional mobile phone to the driver to be available
for contact at any time during the trip by Carrier or by City.
f. Are trained and regularly evaluated for conformance with all applicable
requirements.
2. Driver Responsibilities
City of Santa Ana RFP 25-050 Page 22 of 40
City Council 15 – 20 6/17/2025
CITY OF SANTA ANA
a. Possess, at all times, a valid State of California Department of Motor
Vehicle Driver License qualifying them to operate the vehicles.
b. Are professional, courteous, and provide excellent customer service.
c. Capable of communicating the English language: understanding, speaking,
reading, and writing it.
d. Attend and pass a defensive driver training course at least once every four years.
e. Are trained, familiar with, and skilled at the operation of the vehicle to be used for
this service.
f. Ensure vehicles and contents are secure at all times.
3. Parking Tolls & Fees
a. City will reimburse Carrier for the exact amount of all documented parking and
toll fees for each Round Trip.
4. Fines
a. Carrier is sole responsible for all fines including, but not limited to all DMV fines,
towing, storage, etc.
5. Fuel Surcharges:
a. Not allowed
XIV. LEGAL AND BEST PRACTICE REQUIREMENTS
1. Be self-informed, abide by, and comply with all, current and applicable, local, county,
state, federal or other legal requirements and best practices at all times.
2. Do not cause, allow to be caused, or permit the continuance of any violation of any legal
requirements or best management practices
3. Be responsible and bear all associated costs should any work be performed in contrary
to any laws, ordinances, codes, rules, or regulations.
XV. AU DIT REQUIREMENTS
1. City reserves the right to periodically inspect and audit Contractor’s accounting
procedures and supporting documentation in conjunction with the performance of the bid
specifications.
2. City will notify Contractor in writing of any such requested audit.
City of Santa Ana RFP 25-050 Page 23 of 40
City Council 15 – 21 6/17/2025
CITY OF SANTA ANA
3. City will inspect and audit in a reasonable manner and at City’s expense.
4. Contractor must fully cooperate with any such audit(s).
5. City will notify Contractor in writing of any exception taken as a result of an audit.
6. During required audits, in accordance with this article, discloses overcharges (of any
nature) by Contractor to the City of the value of that portion of the Agreement that was
audited, the actual cost of the City’s audit shall be reimbursed to the City by Contractor
for the entirety of the term including all extensions.
City of Santa Ana RFP 25-050 Page 24 of 40
City Council 15 – 22 6/17/2025
CITY OF SANTA ANA
** For bidding purposes only, not a working
schedule. A schedule of actual trips will be
given upon contract award. **
TYPE OF COACH/BUS MONTH TOTAL # OF BUSES
NEEDED
Regular School Bus Sizes:
48/72, 52/78 & 59 passenger w/ 3 pt.
Seat belts
MINIMUM OF 2 EACH
MONTH 24
JUNE 14
JULY 14
AUGUST 2
Regular School Bus Sizes:
48/72, 52/78 & 59 passenger w/ 3 pt.
Seat belts, w/ Lift Equipped
MINIMUM OF 2 EACH
MONTH 24
EXHIBIT II
RESERVATION EXAMPLE
City of Santa Ana RFP 25-050 Page 25 of 40
City Council 15 – 23 6/17/2025
EXHIBIT B
CONTRACTOR’S PROPOSAL
City Council 15 – 24 6/17/2025
City Council 15 – 25 6/17/2025
City Council 15 – 26 6/17/2025
000001
City Council 15 – 27 6/17/2025
000002
City Council 15 – 28 6/17/2025
000003
City Council 15 – 29 6/17/2025
000004
City Council 15 – 30 6/17/2025
000005
City Council 15 – 31 6/17/2025
000006
City Council 15 – 32 6/17/2025
000007
City Council 15 – 33 6/17/2025
000008
City Council 15 – 34 6/17/2025
000009
City Council 15 – 35 6/17/2025
000010
City Council 15 – 36 6/17/2025
000011
City Council 15 – 37 6/17/2025
000012
City Council 15 – 38 6/17/2025
000013
City Council 15 – 39 6/17/2025
000014
City Council 15 – 40 6/17/2025
000015
City Council 15 – 41 6/17/2025
000016
City Council 15 – 42 6/17/2025
000017
City Council 15 – 43 6/17/2025
000018
City Council 15 – 44 6/17/2025
EXHIBIT C
CONTRACTOR’S FEE PROPOSAL
Fee Proposal including hourly rates if applicable
City Council 15 – 45 6/17/2025
000010
City Council 15 – 46 6/17/2025
Contractor Agreement - JFK Transportation -
5.29.25 CAO signed (003)
Final Audit Report 2025-05-30
Created:2025-05-30
By:Julie Hoang (jhoang@santa-ana.org)
Status:Signed
Transaction ID:CBJCHBCAABAAOJrsCucVJre7kgDBtvt0Dbalf1-34yjC
"Contractor Agreement - JFK Transportation - 5.29.25 CAO sign
ed (003)" History
Document created by Julie Hoang (jhoang@santa-ana.org)
2025-05-30 - 0:01:14 AM GMT
Document emailed to Kevin Watson (kevin@jfktrans.net) for signature
2025-05-30 - 0:01:35 AM GMT
Email viewed by Kevin Watson (kevin@jfktrans.net)
2025-05-30 - 0:03:59 AM GMT
Document e-signed by Kevin Watson (kevin@jfktrans.net)
Signature Date: 2025-05-30 - 0:05:02 AM GMT - Time Source: server
Document emailed to Hawk Scott (hscott@santa-ana.org) for signature
2025-05-30 - 0:05:09 AM GMT
Email viewed by Hawk Scott (hscott@santa-ana.org)
2025-05-30 - 0:05:20 AM GMT
Document e-signed by Hawk Scott (hscott@santa-ana.org)
Signature Date: 2025-05-30 - 0:12:18 AM GMT - Time Source: server
Agreement completed.
2025-05-30 - 0:12:18 AM GMT
City Council 15 – 47 6/17/2025
Police Department
www.santa-ana.org/pd
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Santa Ana Family Justice Center Agreement
AGENDA TITLE
First Amendment to Agreement with Casa De La Familia to Continue Providing Services
to the Santa Ana Family Justice Center (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute the first amendment to the agreement with Casa
de la Familia and exercise two one-year renewal options to continue providing an
Operations Specialist to the Santa Ana Family Justice Center for the period from July 1,
2025 through June 30, 2027, in the amount of $203,671 for an aggregate total amount
not to exceed $535,304 (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Santa Ana Family Justice Center (SAFJC) was founded in 2019. It is a partnership
between the Santa Ana Police Department and 17 social services organizations to
provide a “one-stop-shop” where survivors of domestic violence, sexual assault, child
abuse, human trafficking, and elder abuse can receive the assistance and support they
need. The U.S. Department of Justice has recognized the Family Justice Center as a
best practice model.
The SAFJC operates under the Police Department’s Criminal Investigations Commander,
who also serves as the director of the center. An Operations Specialist from Casa de la
Familia (CDLF) serves to oversee and facilitate the smooth day-to-day operations of the
center. The Operations Specialist is also a spokesperson for media requests and
collaborates with the National Family Justice Center Alliance on various initiatives.
On February 16, 2022, the Police Department issued Request for Proposals (RFP) No.
22-022 to select an organization for a new three-year agreement with two one-year
renewal options. Only one proposal was received from CDLF in response to the RFP and
on June 21, 2022, the City Council approved a three-year agreement with CDLF in the
City Council 16 – 1 6/17/2025
Santa Ana Family Justice Center Agreement
June 17, 2025
Page 2
5
1
0
4
amount of $331,633. The current agreement with CDLF will expire on June 30, 2025,
and has an option for the City to grant two, one-year renewals.
CDLF is a 501(c)(3) non-profit organization that has been providing counseling services
to victims of psychological trauma for over 29 years. CDLF has ensured the mission and
core values of the SAFJC are implemented in every aspect of the center’s operation and
has maintained strong relationships with both on-site and off-site community partners,
interns, and volunteers, and has fostered a positive working environment. Therefore, the
Santa Ana Police Department recommends that both renewal options be exercised
together in the additional amount of $203,671 for continued services through June 30,
2027.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds will be available upon City Council adoption of the FY 25-26 budget and funds for
FY 26-27 will be presented to Council during the budget process for consideration as
follows:
Fiscal
Year
Accounting
Unit – Account
No.
Fund
Description
Accounting Unit,
Account Description Amount
FY 25-26 01114435-62300 General Fund
Criminal Investigations,
Contract Services-
Professional
$100,628
FY 26-27 01114435-62300 General Fund
Criminal Investigations,
Contract Services-
Professional
$103,043
Total $203,671
EXHIBIT(S)
1. Amendment to Agreement with Casa De La Familia
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 16 – 2 6/17/2025
FIRST AMENDMENT TO AGREEMENT TO AGREEMENT WITH
CASA DE LA FAMILIA TO PROVIDE AN OPERATIONS SPECIALIST
FOR THE SANTA ANA FAMILY JUSTICE CENTER
THIS FIRST AMENDMENT to the above-referenced agreement is entered into on June 17,
2025, by and between Casa de la Familia, a 50 l(c)(3) non-profit organization, ("Consultant"), and
the City of Santa Ana, a charter city and municipal corporation organized and existing under the
Constitution and laws of the State of California ("City").
RECITALS
A.The parties entered into Agreement No. A-2022-104 on June 21, 2022 ("Agreement") to
provide an Operations Specialist for the Santa Ana Family Justice Center. The term of the
Agreement was three (3) years until June 30, 2025, with the option for the City to grant two
(2)one year (1) renewals.
B.The parties now wish to amend the Term to exercise both options to renew the Agreement for
a total of two (2) years until June 30, 2027.
C.The Parties also wish to amend the Compensation to add an additional $100,628 for year four
(4)and $103,043 for year five (5) of the Agreement, for a total of $203,671. The total amount
to be expended during the term of the Agreement shall not exceed $535,304.
The Parties therefore agree:
1.Section 2.c, Compensation is amended to add an additional $203,671, for a total not to exceed
amount of $535,304.
2.Section 3, Term is amended to extend the term of the Agreement by two (2) additional years
from July l, 2025 to June 30, 2027.
3.Except as modified by this First Amendment, all terms and conditions of the Agreement shall
remain in full force and effect.
[Signatures on following page] Page 1 of2 Exhibit 1
City Council 16 – 3 6/17/2025
City Council 16 – 4 6/17/2025
Police Department
www.santa-ana.org/pd
Item # 17
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Inmate Meals and Commissary Services Agreement
AGENDA TITLE
Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute a fifth amendment to the agreement with Aramark
Correctional Services, LLC, to provide inmate meals and commissary services for an
additional three-month period from July 1, 2025 through September 30, 2025, in the
additional amount of $500,000 for a total aggregate amount not to exceed $8,183,326
(Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
In January 2025, City staff began the Request for Proposals (RFP) process for contracted
food service and inmate commissary services at the Santa Ana Jail. On March 17, 2025,
the Police Department issued Request for Proposals (RFP #25-038) on the City's online
bid management and publication system to identify and qualify suitable vendors capable
of providing inmate meals and commissary services in accordance with the State of
California’s Title 15 nutritional requirements and in compliance with all health and safety
standards. The RFP process is nearing its final stage but the Police Department requires
additional time to select a vendor and negotiate a new agreement.
Aramark Correctional Services, LLC (“Aramark”) is the Police Department's current
provider of inmate meals. It also operates the Department's cafeteria (Code 7 Cafe) and
manages the inmate commissary program. The City Council approved the original three-
year agreement on October 20, 2020 and has since approved subsequent amendments
to increase the compensation amount due to Consumer Price Index and/or to extend the
term.
The agreement with Aramark is set to expire on June 30, 2025. This amendment is
necessary to provide continuity of services until the procurement process is completed
City Council 17 – 1 6/17/2025
Inmate Meals and Commissary Services Agreement
June 17, 2025
Page 2
5
1
0
5
and a new agreement is executed. Aramark has agreed to provide services in the interim,
identical to the agreement currently in place, through September 30, 2025. Aramark has
been responsive and accommodating in servicing the current agreement, and staff
recommends approval of this three-month extension while the RFP process is
completed. The Police Department intends to present the new agreement with the
selected vendor for City Council’s approval before September 30, 2025.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds will be available upon City Council adoption of the FY 25-26 budget for expenditure
as follows:
Fiscal
Year
Accounting Unit
- Account No.
Fund
Description
Accounting Unit,
Account Description
Amount
FY 25-26 01114475-62300 General Fund
Jail Operations,
Contract Services-
Professional
$500,000
EXHIBIT(S)
1. Fifth Amendment to Agreement with Aramark Correctional Services, LLC
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 17 – 2 6/17/2025
Docusign Envelope ID: 583ABBE7-E6A1-426B-976D-6EC3D6AC1496
City Council 17 – 3 6/17/2025
Docusign Envelope ID: 583ABBE7-E6A1-426B-976D-6EC3D6AC1496
City Council 17 – 4 6/17/2025
Docusign Envelope ID: 583ABBE7-E6A1-426B-976D-6EC3D6AC1496
Finance Vice President
Stephen Yarsinsky
City Council 17 – 5 6/17/2025
Police Department
www.santa-ana.org/pd
Item # 18
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: FY 2024 Emergency Management Performance Grant
AGENDA TITLE
Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024
Emergency Management Performance Grant (Non-General Fund)
RECOMMENDED ACTION
1. Adopt a resolution authorizing the City Manager to act on behalf of the City of Santa
Ana for obtaining federal funds related to homeland security, emergency management,
and/or disaster recovery provided by the U.S. Department of Homeland Security and
sub-granted through the State of California and the County of Orange.
RESOLUTION NO. 2025-XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA AUTHORIZING THE CITY MANAGER OR THE CITY
MANAGER’S DESIGNEE(S) TO OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a two-year agreement with the County of
Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024
Emergency Management Performance Grant in an amount not to exceed $46,537
(Agreement No. A-2025-XXX).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement Grants
revenue account and appropriating same to the Emergency Management Performance
Grant expenditure account. (Requires five affirmative votes)
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Emergency Management Performance Grant (EMPG) is funded by the U.S.
Department of Homeland Security and passed through the State of California Office of
Emergency Services. The EMPG grant is designed to assist state and local emergency
management and disaster preparedness programs with employment and development of
emergency management staff, development of emergency plans and procedures, and
preparing cities for disaster response. The EMPG grant is distributed by population to
City Council 18 – 1 6/17/2025
FY 2024 Emergency Management Performance Grant
June 17, 2025
Page 2
5
1
0
3
counties and cities that maintain emergency management staff and meet training,
exercising, and reporting requirements. The County of Orange, Sheriff-Coroner
Department is the lead agency for the county.
In January 2025, the Police Department submitted an initial application for the FY 2024
EMPG Grant and has been awarded $46,537. The Police Department will utilize this
funding to purchase and install one security video camera on Bristol Street to enhance
public safety, as well as to purchase three uninterruptible power supply units for the City
Emergency Operations Center. Existing Police Department funding of the Emergency
Operations Coordinator position fulfills the requirement for matching funds.
In August 2024, the Police Department was awarded FY 2023 EMPG Grant funding for
two security video cameras on Bristol Street. However, the security camera vendor was
unable to complete the project for the contracted amount. Therefore, the grant funding
was terminated. This new grant funding will allow for at least one new camera to be
installed.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The appropriation adjustment will recognize $46,537 in Law Enforcement Grants,
Reserve Appropriation account (no. 12814002-59011), and appropriate same to EMPG
Grant account as follows:
Fiscal
Year
Accounting Unit
– Account No.
Fund
Description
Accounting Unit,
Account Description Amount
FY 24-25 12814414-69011
Law
Enforcement
Grants
EMPG Grant, Reserve
Appropriation $46,537
Total $46,537
These grant funds are being recognized and appropriated in reserve appropriation and
will be presented to the City Council for approval of carryovers for FY 25-26.
EXHIBIT(S)
1. Resolution
2. FY 2024 EMPG Transfer Agreement with County of Orange
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 18 – 2 6/17/2025
Resolution No. 2025-XXX
Page 1 of 2
RESOLUTION NO. 2025-xxx
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF SANTA ANA AUTHORIZING THE CITY MANAGER
OR THE CITY MANAGER’S DESIGNEE(S) TO
OBTAIN 2024 EMERGENCY MANAGEMENT
PERFORMANCE GRANT FUNDS THROUGH THE
COUNTY OF ORANGE
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA
AS FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds,
determines and declares as follows:
A.The State of California Office of Emergency Services is responsible for
implementing the United States Department of Homeland Security's
Emergency Management Performance Grant Program (EMPG). The
funds cover the salary costs for personnel involved in emergency
management activities as well as the cost of miscellaneous equipment
identified on the OHS approved equipment list.
B.The County of Orange is a subgrantee of the 2024 EMPG funds and
will provide funds to local governments for implementation of
countywide emergency management capabilities.
C.The City of Santa Ana is one of the subrecipients of the EMPG funds
and has been allocated $46,537 of the County of Orange's EMPG
fund.
Section 2. The City Council of the City of Santa Ana hereby authorizes the
City Manager, on terms acceptable to the City Attorney, to execute a subrecipient
transfer agreement (also called a transfer agreement) with the County of Orange
and/or Orange County Sheriff's Department in an amount not to exceed $46,537.
Section 3. The City Council of the City of Santa Ana hereby authorizes and
directs the City Manager or the City Manager’s designee, on terms acceptable to the
City Attorney, to prepare reimbursement agreements for salary costs, equipment,
services, or training with the County of Orange pursuant to the guidelines set for in
the EMPG program and EMPG Articles, Assurances, Certifications, Terms and
Conditions.
Section 4. The City Council of the City of Santa Ana hereby approves an
Appropriation Adjustment recognizing the FY 2024 Emergency Management
Exhibit 1
City Council 18 – 3 6/17/2025
Resolution No. 2025-XXX
Page 2 of 2
Performance Grant in the amount of $46,537 and appropriates same in the FY 2024
Emergency Management Performance Grant expenditure accounts.
Section 5. This Resolution shall take effect immediately upon the
signing of this Resolution by the City Council and the Clerk of the Council shall
attest to and certify this the vote adopting this Resolution.
SIGNED this day of _______________, 2025.
______________________________
VALERIE AMEZCUA
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By: TAMARA BOGOSIAN
Senior Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, JENNIFER L. HALL, City Clerk, do hereby attest to and certify the attached
Resolution No. 2025-XXX to be the original resolution adopted by the City Council of
the City of Santa Ana on , 2025.
Date:_______________ _____________________________
City Clerk
City of Santa Ana
City Council 18 – 4 6/17/2025
Exhibit 2
1st July 24
City of Santa Ana
City Council 18 – 5 6/17/2025
City Council 18 – 6 6/17/2025
City Council 18 – 7 6/17/2025
City Council 18 – 8 6/17/2025
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST:CITY OF SANTA ANA
_______________________
JENNIFER L. HALL
City Clerk
_______________________
ALVARO NUNEZ
City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
TAMARA BOGOSIAN
Senior Assistant City Attorney
City Council 18 – 9 6/17/2025
ATTACHMENT A
Preparedness Grants
Manual
FM-207-23-001
April 2024
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Preparedness Grants Manual
Table of Contents
1. Foreword .................................................................................................................................5
1.1.
1.2.
1.3.
1.4.
1.5.
1.6.
Overview of the Federal Emergency Management Agency...........................................5
Overview of the Preparedness Grants Manual’s Intent................................................5
Key Changes....................................................................................................................5
Overview of Preparedness Grant Programs...................................................................6
National Preparedness Goal...........................................................................................8
Strengthening Governance Integration..........................................................................8
2. Award Determination and Obligation ................................................................................... 10
2.1. Federal Award Administration Information................................................................. 10
3. Recipient and Subrecipient Costs........................................................................................ 11
3.1.
3.2.
3.3.
3.4.
3.5.
Funding Restrictions .................................................................................................... 11
Direct Allowable Costs.................................................................................................. 11
Maintenance and Sustainment................................................................................... 15
Management and Administration................................................................................ 16
Procedures for Establishing Indirect Cost Rates........................................................ 16
4. Administrative and National Policy Requirements............................................................... 18
4.1.
4.2.
4.3.
4.4.
4.5.
4.6.
4.7.
4.8.
4.9.
Accessibility Compliance.............................................................................................. 18
Ensuring the Protection of Civil Rights........................................................................ 18
Disability Integration .................................................................................................... 19
Language Access.......................................................................................................... 20
Environmental Planning and Historic Preservation Compliance............................... 20
Davis-Bacon Act Compliance....................................................................................... 23
National Incident Management System Implementation.......................................... 23
SAFECOM Guidance Compliance ................................................................................ 24
Resilient Communications Guidance.......................................................................... 26
4.10. FirstNet ......................................................................................................................... 27
4.11. Department of Homeland Security/FEMA Communications Support Services........ 28
5. Post-Award Management and Implementation.................................................................... 31
5.1.Reporting ...................................................................................................................... 31
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5.2.
5.3.
5.4.
5.5.
5.6.
5.7.
5.8.
Federal Financial Reporting Requirements................................................................ 31
Program Performance Reporting Requirements........................................................ 32
Biannual Strategy Implementation Report ................................................................. 33
Closeout Reporting Requirements.............................................................................. 33
Administrative Closeout............................................................................................... 34
Disclosing Information per 2 C.F.R. § 180.335 ......................................................... 34
Reporting of Matters Related to Recipient Integrity and Performance..................... 35
6. Additional Information.......................................................................................................... 36
6.1.
6.2.
Monitoring and Oversight............................................................................................. 36
Case Studies and Use of Grant-Funded Resources During Real-World Incident
Operations .................................................................................................................... 39
6.3.
6.4.
6.5.
6.6.
6.7.
6.8.
6.9.
Termination Provisions ................................................................................................ 40
Period of Performance Extensions.............................................................................. 40
Conflicts of Interest in the Administration of Federal Awards or Subawards........... 41
Procurement Integrity .................................................................................................. 42
Financial Assistance Programs for Infrastructure...................................................... 46
Records Retention........................................................................................................ 46
Actions to Address Noncompliance............................................................................. 47
6.10. Audits ............................................................................................................................ 48
6.11. Reporting Issues of Fraud, Waste, and Abuse ........................................................... 50
6.12. Payment Information.................................................................................................... 50
6.13. Whole Community Preparedness................................................................................ 50
7. Resources............................................................................................................................. 52
7.1.
7.2.
7.3.
7.4.
7.5.
7.6.
7.7.
7.8.
Department of Homeland Security/FEMA Provided Training and Education........... 52
Training Not Provided by the Department of Homeland Security/FEMA.................. 52
Training Information Reporting System (“Web-Forms”)............................................. 52
FEMA’s National Preparedness Course Catalog ........................................................ 52
Exercises....................................................................................................................... 53
Planning Assistance..................................................................................................... 53
Training Information..................................................................................................... 53
Weblinks ....................................................................................................................... 54
2
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7.9.Emergency Management Accreditation Program....................................................... 54
8. Homeland Security Grant Program and Tribal Homeland Security Grant Program ............. 55
8.1.
8.2.
8.3.
Alignment to the National Preparedness System (Homeland Security Grant Program,
Tribal Homeland Security Grant Program).................................................................. 55
Reporting on the Implementation of the National Preparedness System (Homeland
Security Grant Program, Tribal Homeland Security Grant Program)......................... 56
Funding Guidelines (Homeland Security Grant Program, Tribal Homeland Security
Grant Program)............................................................................................................. 59
8.4.
8.5.
8.6.
Allowable Costs (Homeland Security Grant Program)................................................ 59
Fusion Centers (Homeland Security Grant Program)................................................. 60
Investment Modifications – Changes in Scope or Objective (Tribal Homeland
Security Grant Program) .............................................................................................. 64
8.7.Continuity Capability (Homeland Security Grant Program, Tribal Homeland Security
Grant Program)............................................................................................................. 65
8.8.
8.9.
Senior Advisory Committee (Homeland Security Grant Program)............................. 65
Urban Area Working Group (Homeland Security Grant Program) ............................. 68
8.10. Supplemental State Homeland Security Program and Urban Area Security Initiative
Guidance (Homeland Security Grant Program).......................................................... 70
8.11. Operation Stonegarden Operational Guidance (Homeland Security Grant Program)
....................................................................................................................................... 71
8.12. Supplemental Resources (Homeland Security Grant Program, Tribal Homeland
Security Grant Program) .............................................................................................. 79
9. Nonprofit Security Grant Program........................................................................................ 83
9.1.
9.2.
Program Funding Guidelines and Priorities................................................................ 83
Nonprofit Security Grant Program Investment Modifications – Changes in Scope or
Objective ....................................................................................................................... 83
9.3.Pass-Through Requirements ....................................................................................... 84
10. Surface Transportation Security Grant Programs (Transit Security Grant Program, Intercity
Passenger Rail Program, Intercity Bus Security Grant Program).................................. 86
10.1. Program Funding Guidelines and Priorities (Transit Security Grant Program, Intercity
Passenger Rail Program, Intercity Bus Security Grant Program) .............................. 86
10.2. Changes in Scope or Objectives (Transit Security Grant Program, Intercity Passenger
Rail Program, Intercity Bus Security Grant Program)................................................. 86
10.3. Security Plan Requirements (Transit Security Grant Program, Intercity Passenger
Rail Program, Intercity Bus Security Grant Program)................................................. 86
10.4. Allowable Cost Guidance ............................................................................................. 89
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11. Port Security Grant Program ................................................................................................ 91
11.1. Program Funding Guidelines and Priorities................................................................ 91
11.2. Allowable Cost Guidance ............................................................................................. 91
11.3. Port-Wide Risk Management Plans............................................................................. 93
11.4. Port Security Grant Program Investment Modifications ............................................ 93
12. Emergency Management Performance Grant Program....................................................... 94
12.1. Alignment of the Emergency Management Performance Grant Program to the
National Preparedness System................................................................................... 94
12.2. Implementation of the National Preparedness System............................................. 95
12.3. Logistics Planning......................................................................................................... 99
12.4. Evacuation Planning...................................................................................................100
12.5. Disaster Housing Planning.........................................................................................101
12.6. State Disaster Recovery Coordinator........................................................................102
12.7. Disaster Financial Management Policies and Procedures......................................102
12.8. Training and Exercises...............................................................................................104
12.9. Reviewing and Updating Planning Products.............................................................108
12.10. Program Performance Reporting Requirements......................................................108
13. Abbreviations and Acronyms.............................................................................................. 109
4
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U.S. Department of Homeland Security
Washington, DC 20472
April 12, 2024
MEMORANDUM FOR RECORD
FROM:Pamela S. Williams
Assistant Administrator
Grant Programs Directorate
SUBJECT:Preparedness Grants Manual, April 2024
The Grant Programs Directorate’s Office of Grants Administration (OGA) has developed FEMA
Manual 207-23-001, Preparedness Grants Manual, April 2024. FEMA has developed the
Preparedness Grants Manual (PGM) to guide preparedness grant recipients, including
subrecipients, on how to manage their grants. The preparedness grant programs covered in the
PGM include the following:
Homeland Security Grant Program (comprising the State Homeland Security Grant
Program, the Urban Area Security Initiative, and Operation Stongarden);
Tribal Homeland Security Grant Program;
Nonprofit Security Grant Program;
Transit Security Grant Program;
Intercity Passenger Rail Program;
Intercity Bus Security Grant Program;
Port Security Grant Program; and
Emergency Management Performance Grant Program.
Recipients seeking guidance on policies and procedures for managing the aforementioned FEMA
preparedness grants should reference this manual for further information. Chapters 8-12 of the
PGM contain program-specific information and requirements, while the main content of the
PGM (chapters 1-7) contains important information relevant to all preparedness grant programs
unless otherwise noted.
The PGM has been updated pursuant to FEMA Directive 112-12 v2, Development and
Management of FEMA Policy (October 28, 2019), and in collaboration with the Regional Grants
Management Divisions, the OGA program areas and their Department of Homeland Security
counterparts (e.g., the U.S. Coast Guard, the Transportation Security Administration, and the
Cybersecurity and Infrastructure Security Agency), the Office of External Affairs (including
Tribal Affairs), the Office of Chief Counsel, the Office of Environmental and Historic
Preservation, the Office of Resilience Strategy, the Office of Equal Rights, the Office of
Disability Integration and Coordination, the Office of Policy and Program Analysis, and other
financial assistance support offices.
City Council 18 – 16 6/17/2025
The PGM April 2024 update associated with this memorandum supersedes the previously
published version of the PGM issued on February 27, 2023, for Fiscal Year 2024 and into the
future, and is effective as of the date of this memorandum. An explanation of specific updates to
the PGM can be found in Section 1.3, Key Changes, after the Table of Contents.
Please contact the GPD Office of Enterprise Grants Services Policy Division at fema-gpd-
policy@fema.dhs.gov if you have any questions regarding FEMA Manual 207-23-001,
Preparedness Grants Manual, April 2024.
City Council 18 – 17 6/17/2025
Preparedness Grants Manual
1. Foreword
1.1.Overview of the Federal Emergency Management Agency
The mission of the Federal Emergency Management Agency (FEMA) is helping people before, during,
and after disasters, and the agency has done so for more than 40 years. FEMA remains committed
to building resilience and developing a culture of preparedness across the country and unifying all
levels of community and government in an integrated approach to emergency management. FEMA is
part of a larger team of federal agencies, state, local, tribal and territorial (SLTT) governments, and
non-governmental partners that share responsibility for emergency management and national
preparedness. Those closest to areas impacted by any emergency or disaster are the true first
responders—individuals, families, neighbors, and local communities. FEMA’s role is to coordinate
federal resources to supplement SLTT capabilities. FEMA does this by coordinating across all levels
of government meaning that states, local governments, Tribal Nations, and territories are FEMA’s
primary partners.
1.2.Overview of the Preparedness Grants Manual’s Intent
FEMA has developed this Preparedness Grants Manual to guide grant recipients, including
subrecipients, on how to manage their grants. Recipients seeking guidance on policies and
procedures for managing FEMA preparedness grants should reference this manual for further
information. The Notice of Funding Opportunity (NOFO) for each program includes information
needed to apply to the grant. This manual and relevant NOFOs can be reviewed and consulted in
tandem.
Chapters 8-12 of this manual contain program-specific information and requirements, while the main
content of this manual (chapters 1-7) contains important information relevant to all preparedness
grant programs unless otherwise noted. Please be sure to read both the main content of this manual
as well as the program-specific chapters, as needed.
All recipients and subrecipients of FEMA grants must comply with all applicable requirements of the
Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards
located at 2 C.F.R. Part 200. For more information on 2 C.F.R. Part 200, please see Information
Bulletin (IB) 400, FEMA’s Implementation of 2 C.F.R. Part 200, the Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal Awards (“Super Circular” or
“Omni Circular”) dated Dec. 23, 2014, regarding FEMA’s implementation of these provisions prior to
the recent 2020 revisions. For information on the recent revisions to these regulations, see 2 C.F.R.
Grants Management Policy Updates.
1.3.Key Changes
Future updates to this manual will include a section on specific line-by-line “key changes” made
since the last update.
This version of the manual has significantly streamlined pertinent recipient/subrecipient information,
lessening the back-and-forth needed between the NOFO and the Preparedness Grants Manual and
more clearly defining that the NOFO focuses on applying for the grant, while the manual focuses on
managing the grant. Between the Fiscal Year (FY) 2023 and FY 2024 versions, the manual has made
the following overarching changes:
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1. Sections 2-7, unless otherwise noted, apply to all eight grant programs featured in the
manual. These sections are considered generic requirements and do not include how to
apply to the grant.
2. Specific direct allowable cost information, previously in program-specific chapters, has been
moved to the NOFOs. General cost information is in Section 3.
3. The Transit Security Grant Program (TSGP), Intercity Bus Security Grant Program (IBSGP), and
Intercity Passenger Rail (IPR) Program Chapters as well as the Homeland Security Grant
Program (HSGP) and Tribal Homeland Security Grant Program (THSGP) Chapters are
combined.
1.4.Overview of Preparedness Grant Programs
FEMA has the statutory authority to deliver numerous disaster and non-disaster (ND) financial
assistance programs in support of its mission, and that of the U.S. Department of Homeland Security
(DHS), largely through grants and cooperative agreements. These programs account for a significant
amount of the federal assistance funds for which FEMA is accountable. FEMA officials are
responsible and accountable for the proper administration of these funds pursuant to federal laws
and regulations, Office of Management and Budget (OMB) circulars, and federal appropriations laws
and principles. FEMA has developed this manual to provide uniform direction on grant policy and
implementation for the following grant programs. If the FEMA grant program you are looking for is not
listed below, please navigate to FEMA.gov to find more information.
1.4.1. HOMELAND SECURITY GRANT PROGRAM
The HSGP includes a suite of risk-based grants to assist SLTT efforts in preventing, preparing for,
protecting against, and responding to acts of terrorism. The grants under HSGP include:
.
.
.
State Homeland Security Program (SHSP): SHSP assists SLTT efforts to build, sustain, and deliver
the capabilities necessary to prevent, prepare for, protect against, and respond to acts of
terrorism.
Urban Area Security Initiative (UASI): The UASI assists high-risk urban areas’ efforts to build,
sustain, and deliver the capabilities necessary to prevent, prepare for, protect against, and
respond to acts of terrorism.
Operation Stonegarden (OPSG): OPSG supports enhanced cooperation and coordination among
U.S. Customs and Border Protection (CBP), United States Border Patrol (USBP), and federal and
SLTT law enforcement agencies to improve overall border security. OPSG provides funding to
support joint efforts to secure U.S. borders along routes of ingress/egress to and from
international borders, to include travel corridors in states bordering Mexico and Canada, as well
as states and territories with international water borders. SLTT law enforcement agencies utilize
their own law enforcement authorities to support the border security mission and do not receive
any additional authority by participating in OPSG.
For additional information about the HSGP not found in the NOFO, manual, or other program-specific
guidance, contact FEMA-Grants-News@fema.dhs.gov.
1.4.2. TRIBAL HOMELAND SECURITY GRANT PROGRAM
The THSGP provides funding directly to eligible tribes to strengthen their capacity to prevent, prepare
for, protect against, and respond to potential terrorist attacks.
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.For additional information about the THSGP not found in the NOFO, manual, or other program-
specific guidance, contact FEMA-THSGP@fema.dhs.gov.
1.4.3. NONPROFIT SECURITY GRANT PROGRAM
The Nonprofit Security Grant Program (NSGP) provides funding for physical security enhancements
and other security-related activities to nonprofit organizations that are at high risk of a terrorist or
other extremist attack. The NSGP also seeks to integrate the preparedness activities of nonprofit
organizations with broader state and local preparedness efforts.
.For additional information about the NSGP not found in the NOFO, manual, or other program-
specific guidance, contact FEMA-NSGP@fema.dhs.gov.
1.4.4. TRANSIT SECURITY GRANT PROGRAM
The TSGP provides funds to eligible public transportation systems (which include intra-city bus,
ferries, and all forms of passenger rail) to protect critical transportation infrastructure and the
travelling public from terrorism, and to increase transportation infrastructure resilience.
.For additional information about the TSGP not found in the NOFO, manual, or other program-
specific guidance, contact FEMA-TISB-rail-and-transit@fema.dhs.gov.
1.4.5. INTERCITY BUS SECURITY GRANT PROGRAM
The IBSGP provides funds to eligible private operators of intercity over-the-road buses to protect
critical transportation infrastructure and travelling public from acts of terrorism, and to increase
transportation infrastructure resilience.
.For additional information about the IBSGP not found in the NOFO, manual, or other program-
specific guidance, contact FEMA-IBSGP@fema.dhs.gov.
1.4.6. INTERCITY PASSENGER RAIL PROGRAM - AMTRAK
The IPR Program provides funds to the National Railroad Passenger Corporation (Amtrak) to protect
critical transportation infrastructure and the travelling public from terrorism, and to increase
transportation infrastructure resilience.
.For additional information about the IPR Program not found in the NOFO, manual, or other
program-specific guidance, contact FEMA-TISB-rail-and-transit@fema.dhs.gov.
1.4.7. PORT SECURITY GRANT PROGRAM
The Port Security Grant Program (PSGP) provides funding to port authorities, facility operators, and
state and local agencies for activities associated with implementing Area Maritime Security Plans
(AMSP), facility security plans, and other port-wide risk management efforts.
.For additional information about the PSGP not found in the NOFO, manual, or other program-
specific guidance, contact FEMA-GPD-PSGP@fema.dhs.gov.
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1.4.8. EMERGENCY MANAGEMENT PERFORMANCE GRANT PROGRAM
The Emergency Management Performance Grant (EMPG) Program provides funds to assist SLTT
emergency management agencies in obtaining the resources required for implementation of the
National Preparedness System and the National Preparedness Goal of a secure and resilient nation.
.For additional information about the EMPG Program not found in the NOFO, manual, or other
program-specific guidance, contact FEMA-EMPG@fema.dhs.gov.
1.5.National Preparedness Goal
The National Preparedness Goal (the Goal) is “[a] secure and resilient Nation with the capabilities
required across the whole community to prevent, protect against, mitigate, respond to, and recover
from the threats and hazards that pose the greatest risk.” The Goal essentially defines what it means
for all communities to be prepared collectively for the threats and hazards that pose the greatest risk
to the nation. The Goal identifies 32 distinct activities, called core capabilities, needed to address
the risks. The Goal organizes these core capabilities into five categories, called mission areas. Some
core capabilities apply to more than one mission area. For example, the first three core capabilities—
Planning, Public Information and Warning, and Operational Coordination—are cross-cutting
capabilities, meaning they apply to each of the five mission areas. The Goal’s five mission areas
include:
.
.
Prevention: Prevent, avoid, or stop an imminent, threatened, or actual act of terrorism.
Protection: Protect our citizens, residents, visitors, and assets against the greatest threats and
hazards in a manner that allows our interests, aspirations, and way of life to thrive.
.
.
Mitigation: Reduce the loss of life and property by lessening the impact of future disasters.
Response: Respond quickly to save lives, protect property and the environment, and meet basic
human needs in the aftermath of an incident.
.Recovery: Recover through a focus on the timely restoration, strengthening, and revitalization of
infrastructure, housing, and a sustainable economy, as well as the health, social, cultural,
historic, and environmental fabric of communities affected by an incident.
The mission areas and core capabilities organize the activities and tasks performed before, during,
and after disasters into a framework for achieving the goal of a secure and resilient Nation.
Resilience is the desired outcome, defined in the Goal as the “ability to adapt to changing conditions
and withstand and rapidly recover from disruption due to emergencies.”
Recipients will use the National Preparedness System to build, sustain, and deliver these core
capabilities. The components of the National Preparedness System are Identifying and Assessing
Risk; Estimating Capability Requirements; Building and Sustaining Capabilities; Planning to Deliver
Capabilities; Validating Capabilities; and Reviewing and Updating. Additional details regarding the
National Preparedness System and how it is supported by preparedness grant programs can be
found in the program-specific chapters.
1.6.Strengthening Governance Integration
FEMA preparedness grant programs are intended to support the core capabilities across the five
mission areas of Prevention, Protection, Mitigation, Response, and Recovery that are necessary to
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prepare for incidents that pose the greatest risk to the Nation’s security. Each program reflects the
Department’s intent to build and sustain an integrated network of national capabilities across all
levels of government and the whole community.
Recipients must coordinate activities across preparedness disciplines and levels of government,
including SLTT governments. A cohesive planning framework should incorporate FEMA resources, as
well as those from other federal and SLTT entities, the private sector, and faith-based community
organizations. Disparate governance structures must be integrated and refined to ensure resources
are targeted to support the most critical needs of a community based on risk-driven, capabilities-
based planning. Strong and inclusive governance systems better ensure that disparate funding
streams are coordinated and applied for maximum impact. Inclusive governance can effectively
support a whole community approach to emergency preparedness and management and the
enhancement of core capabilities.
FEMA requires that all governance processes that guide the allocation of preparedness grant funds
adhere to the following guiding principles:
.Coordination of Investments: Resources must be allocated to address the most critical capability
needs and coordinated among affected preparedness stakeholders, including appropriate
representatives of at-risk, underserved communities.
.
.
Transparency: Stakeholders must be provided visibility on how preparedness grant funds are
allocated and distributed, and for what purpose.
Substantive Local Involvement: The tools and processes that are used to inform the critical
priorities, which FEMA grants support, must include local government representatives. At the
recipient level, local risk assessments must be included in the overarching analysis to ensure
that all threats and hazards are accounted for. Primary focus should be on the needs of socially
vulnerable and underserved populations—including rural populations—as well as ensuring equity
for those most at risk relative to disaster preparedness, response, and recovery.
.
.
Accountability: FEMA recognizes that unique preparedness gaps exist at the local level. Grant
recipients are responsible for ensuring the effective use of funds to address those gaps and for
maintaining and sustaining existing capabilities, particularly when it comes to serving the needs
of at-risk, underserved communities.
Support of Regional Coordination: Inter/intra-government entity partnerships and dependencies
at the state, territorial, tribal, and regional levels, including those within metropolitan areas, must
be recognized.
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2. Award Determination and Obligation
2.1.Federal Award Administration Information
2.1.1. NOTICE OF AWARD
Before accepting the award, the Authorized Organizational Representative (AOR) and recipient
should carefully review the award package. The award package includes instructions on
administering the grant award and the terms and conditions associated with responsibilities under
federal awards. Recipients must accept all conditions in the applicable program NOFO, as well as
this manual, in addition to any special terms and conditions in the Notice of Award to receive an
award under the applicable program.
Beginning in FY 2024, notification of award approval is made through the FEMA Grants Outcomes
(FEMA GO) system through an automatic electronic mail to the recipient’s authorized official listed in
the initial application. The award date will be the date that FEMA approves the award. The recipient
should follow the directions in the notification to confirm acceptance of the award.
Recipients must accept their awards within the time specified in the program-specific NOFO. The
recipient shall notify FEMA within this timeframe of its intent to accept and proceed with work under
the award or provide a notice of intent to decline through the FEMA GO system. For instructions on
how to accept or decline an award in the FEMA GO system and for more information on FEMA GO
generally, please see the FEMA GO page on FEMA.gov. Funds will remain on hold until the recipient
accepts the award through the FEMA GO system and all other conditions of the award have been
satisfied or until the award is otherwise rescinded. Failure to accept a grant award within the NOFO-
specified timeframe may result in a loss of funds.
2.1.2. PASS-THROUGH REQUIREMENTS
Please see the applicable program-specific NOFO and chapter of this manual for information on
pass-through requirements for that program.
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3. Recipient and Subrecipient Costs
3.1.Funding Restrictions
All costs charged to awards covered by this manual must comply with the Uniform Administrative
Requirements, Cost Principles, and Audit Requirements at 2 C.F.R. Part 200, unless otherwise
indicated in this manual, the applicable program NOFO, or the terms and conditions of the award.
This includes, among other requirements, that costs must be incurred, and products and services
must be delivered, within the period of performance (POP) of the award. See 2 C.F.R. § 200.403(h)
(referring to budget periods, which for FEMA preparedness grant awards is the same as the POP).
In general, the Cost Principles establish standards for the allowability of costs, provide detailed
guidance on the cost accounting treatment of costs as direct or administrative costs, and set forth
allowability principles for selected items of cost. More specifically, except as otherwise stated in the
applicable program chapter to this manual, the program NOFO, or the terms and conditions of an
award, costs charged to awards covered by this manual must be consistent with the Cost Principles
for Federal Awards located at 2 C.F.R. Part 200, Subpart E. To be allowable, all costs charged to a
FEMA award or applied to the cost share must be reasonable in nature and amount and allocable to
the FEMA award.
Additionally, all costs charged to awards must comply with the grant program’s applicable statutes,
policies, NOFOs, and requirements in this manual, as well as with the terms and conditions of the
award. If FEMA staff identify costs that are inconsistent with any of these requirements, these costs
may be disallowed, and FEMA may recover funds as appropriate, consistent with applicable laws,
regulations, and policies.
As part of those requirements, grant recipients and subrecipients may only use federal funds or
funds applied to a cost share for the purposes set forth in this manual, applicable NOFOs, and the
terms and conditions of the award, and those costs and must be consistent with the statutory
authority for the award. Grant funds may not be used for matching funds for other federal
grants/cooperative agreements, lobbying, or intervention in federal regulatory or adjudicatory
proceedings. In addition, federal funds may not be used to sue the federal government or any other
government entity.
3.2.Direct Allowable Costs
Specific investments made in support of the funding priorities discussed in the NOFOs generally fall
into one of the following eight allowable expense categories:
1. Construction;
2. Equipment;
3. Exercises;
4. Management & Administration (M&A);
5. Organization;
6. Operational Activities;
7. Planning; and
8. Training.
As this list is not exhaustive, refer to the relevant program-specific NOFO, this manual, and the
program-specific point of contact for more information on allowable costs, funding restrictions,
funding priorities, and these categories.
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3.2.1. AUTHORIZED EQUIPMENT LIST
The Authorized Equipment List (AEL) is a list of approved equipment types allowed under FEMA’s
preparedness grant programs. The intended audience of this tool is emergency managers, first
responders, and other homeland security professionals. The list consists of equipment categories
divided into categories, sub-categories, and then individual equipment items.
Grant funds must comply with FEMA Policy #207-22-0002, Prohibited or Controlled Equipment
Under FEMA Awards and may not be used for the purchase of the following unallowable equipment:
firearms, ammunition, grenade launchers, bayonets, or weaponized aircraft, vessels, or vehicles of
any kind with weapons installed. Contact your Preparedness Officer with questions on the AEL.
3.2.2. REQUIREMENTS FOR SMALL UNMANNED AIRCRAFT SYSTEMS
All requests to purchase Small Unmanned Aircraft Systems (sUAS) with FEMA grant funding must
comply with FEMA Policy #207-22-0002, Prohibited or Controlled Equipment Under FEMA Awards,
and also include a description of the policies and procedures in place to safeguard individuals’
privacy, civil rights, and civil liberties of the jurisdiction that will purchase, take title to, or otherwise
use the sUAS equipment. sUAS policies are not required at the time of application but must be
received and approved by FEMA prior to obligating grant funds. All grant-funded procurements must
be executed in a manner compliant with federal procurement standards at 2 C.F.R. §§ 200.317 –
200.327. For recipients that use grant funds for sUAS, FEMA advises that there is a general privacy
concern related to the use of this equipment if the data the devices collect is transmitted to servers
not under the control of the operator. It has been reported that some manufacturers of sUAS encrypt
data and send that data to servers outside the United States. DHS’s Privacy Office suggests the
recipient fully explore data transmission and storage issues with vendors to reduce the possibility of
data breaches.
Additionally, the Senate Report accompanying the FY 2024 DHS Appropriations further requires
recipients to certify they have reviewed the Industry Alert on Chinese Manufactured Unmanned
Aircraft Systems, and completed a risk assessment that considers the proposed use of foreign-made
sUAS to ascertain potential risks (e.g., privacy, data breaches, cybersecurity, etc.) related to foreign-
made versus domestic sUAS.
Acquisition and Use of Technology to Mitigate Unmanned Aircraft Systems (Counter-
Unmanned Aircraft System)
In August 2020, DHS, the Department of Justice, the Federal Aviation Administration, and the
Federal Communications Commission issued the Interagency Legal Advisory on Unmanned Aircraft
Systems (UAS) Detection and Mitigation Technologies. The purpose of the advisory guidance
document is to help non-federal public and private entities better understand the federal laws and
regulations that may apply to the use of capabilities to detect and mitigate threats posed by UAS
operations (i.e., Counter-UAS or C-UAS).
The Departments and Agencies issuing the advisory guidance document, and FEMA, do not have the
authority to approve non-federal public or private use of UAS detection or mitigation capabilities, nor
do they conduct legal reviews of commercially available product compliance with those laws. The
advisory does not address state and local laws nor potential civil liability, which UAS detection and
mitigation capabilities may also implicate.
It is strongly recommended that, before the testing, acquisition, installation, or use of UAS detection
and/or mitigation systems, entities seek the advice of counsel experienced with both federal and
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state criminal, surveillance, and communications laws. Entities should conduct their own legal and
technical analysis of each UAS detection and/or mitigation system and should not rely solely on
vendors’ representations of the systems’ legality or functionality. Please also see the DHS press
release on this topic for further information: Interagency Issues Advisory on Use of Technology to
Detect and Mitigate Unmanned Aircraft Systems. For training on the application of UAS technology in
emergency management programs, please refer to the National Preparedness Course Catalog and
search ‘UAS’ on the website.
The Cybersecurity and Infrastructure Security Agency (CISA) offers several resources that detail the
UAS threat environment and security protocols on the Unmanned Aircraft Systems Resources page
on CISA.gov. Additional resources may be found on the Homeland Security Information Network –
Critical Infrastructure (HSIN-CI) site.
Table 1: Unmanned Aircraft System Allowability
Grant Program
HSGP (SHSP, UASI)
HSGP (OPSG)
THSGP
Allowed
Yes
Yes
Yes
NoNSGP
TSGP Yes
Yes
No
IPR Program
IBSGP
PSGP Yes
YesEMPG Program
3.2.3. PROHIBITIONS ON EXPENDING GRANT OR COOPERATIVE AGREEMENT FUNDS
FOR CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR
EQUIPMENT
Recipients and subrecipients of FEMA federal financial assistance are subject to the prohibitions
described in section 889 of the John S. McCain National Defense Authorization Act for Fiscal Year
2019 (FY 2019 NDAA), Pub. L. No. 115-232 (2018) and 2 C.F.R. §§ 200.216, 200.327, 200.471,
and Appendix II to 2 C.F.R. Part 200. Beginning Aug. 13, 2020, the statute—as it applies to FEMA
recipients, subrecipients, and their contractors and subcontractors—prohibits obligating or expending
federal award funds on certain telecommunications and video surveillance products and contracting
with certain entities for national security reasons.
Guidance is available in FEMA Policy #405-143-1, Prohibitions on Expending FEMA Award Funds for
Covered Telecommunications Equipment or Services.
Additional guidance is available in the Contract Provisions Guide: Navigating Appendix II to Part
200 – Contract Provisions for Non-Federal Entity Contracts Under Federal Awards.
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Effective Aug. 13, 2020, FEMA recipients and subrecipients may not use any FEMA funds
under open or new awards to:
.
.
.
Procure or obtain any equipment, system, or service that uses covered telecommunications
equipment or services as a substantial or essential component of any system, or as critical
technology of any system;
Enter, extend, or renew a contract to procure or obtain any equipment, system, or service that
uses covered telecommunications equipment or services as a substantial or essential
component of any system, or as critical technology of any system; or
Enter, extend, or renew contracts with entities that use covered telecommunications equipment
or services as a substantial or essential component of any system, or as critical technology as
part of any system.
Replacement Equipment and Services: FEMA grant funding may be permitted to procure
replacement equipment and services impacted by this prohibition, provided the costs are otherwise
consistent with the requirements in this manual and the applicable NOFO.
Covered Communications
Per section 889(f)(2)-(3) of the FY 2019 NDAA and 2 C.F.R. § 200.216, covered telecommunications
equipment or services means:
.Telecommunications equipment produced by Huawei Technologies Company or ZTE Corporation,
(or any subsidiary or affiliate of such entities);
.For the purpose of public safety, security of Government facilities, physical security surveillance
of critical infrastructure, and other national security purposes, video surveillance and
telecommunications equipment produced by Hytera Communications Corporation, Hangzhou
Hikvision Digital Technology Company, or Dahua Technology Company (or any subsidiary or
affiliate of such entities);
.
.
Telecommunications or video surveillance services provided by such entities or using such
equipment; or
Telecommunications or video surveillance equipment or services produced or provided by an
entity that the Secretary of Defense, in consultation with the Director of National Intelligence or
the Director of the Federal Bureau of Investigation, reasonably believes to be an entity owned or
controlled by, or otherwise connected to, the People’s Republic of China.
Examples of the types of products covered by this prohibition include phones, internet, video
surveillance, and cloud servers when produced, provided, or used by the entities listed in the
definition of “covered telecommunications equipment or services.” See 2 C.F.R. § 200.471.
3.2.4. FUNDING FOR CRITICAL EMERGENCY SUPPLIES
Critical emergency supplies—such as shelf stable products, water, and basic medical supplies—are
an allowable expense under the HSGP (SHSP and UASI only), THSGP, and EMPG Program. Each
state, urban area, or tribe must have FEMA’s approval of a five-year viable inventory management
plan prior to allocating grant funds for stockpiling purposes. The Inventory Management Plan should
address how critical supplies will be maintained and sustained by the grant recipient and include a
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distribution strategy and related sustainment costs if the grant expenditure for these items is over
$100,000. The Inventory Management Plan is associated with but distinct from the Distribution
Management Plan, which addresses how supplies will be distributed in an emergency. For more
information on distribution management planning, see FEMA’s Distribution Management Plan Guide
2.0.
If grant expenditures exceed the minimum threshold, the five-year inventory management plan will
be developed by the recipient and monitored by FEMA. FEMA will provide program oversight and
technical assistance (TA) as it relates to the purchase of critical emergency supplies. FEMA will
establish guidelines and requirements for the purchase of these supplies and monitor development
and status of the recipient’s inventory management plan.
Recipients are strongly encouraged to consult with their respective FEMA Regional Logistics Chief
regarding disaster logistics-related issues. States are further encouraged to share their FEMA
approved plan with local jurisdictions and tribes.
Table 2: Critical Emergency Supplies Allowability
Grant Program
HSGP (SHSP, UASI)
HSGP (OPSG)
THSGP
Allowed
Yes
No
Yes
NSGP No
Surface Transportation
Security Grants (TSGP,
IBSGP, IPR Program)
No
PSGP No
EMPG Program Yes
3.3.Maintenance and Sustainment
The use of FEMA preparedness grant funds for maintenance contracts or agreements, warranty
coverage, repair or replacement costs, licenses, upgrades, and user fees are allowable under all
active and future grant awards, unless otherwise noted in the program-specific NOFO. These
contracts may exceed the POP if they are purchased incidental to the original purchase of the system
or equipment as long as the original purchase of the system or equipment is consistent with that
which is typically provided for, or available through, these types of agreements, warranties, or
contracts. When purchasing a stand-alone warranty or extending an existing maintenance contract
on an already-owned piece of equipment system, coverage purchased may not exceed the POP of
the award used to purchase the maintenance agreement or warranty. As with warranties and
maintenance agreements, this extends to licenses and user fees as well.
Preparedness grant funds are intended to support the Goal and fund activities and projects that
build and sustain the capabilities necessary to prevent, protect against, mitigate the effects of,
respond to, and recover from those threats and hazards that pose the greatest risk to the security of
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the Nation. To assist recipients in meeting this objective, the policy set forth in IB 379: Guidance to
State Administrative Agencies to Expedite the Expenditure of Certain DHS/FEMA Grant Funding
allows for the expansion of eligible maintenance and sustainment costs, which must be:
1. In direct support of existing capabilities;
2. An otherwise allowable expenditure under the applicable grant program;
3. Tied to one of the core capabilities in the five mission areas contained within the Goal; and
4. For the HSGP (SHSP and UASI) and EMPG Program only, shareable through the Emergency
Management Assistance Compact (EMAC).
Additionally, eligible costs may also be in support of equipment, training, and critical resources that
have previously been purchased with either federal grant funding or any other source of funding
other than FEMA preparedness grant program dollars.
For the HSGP, stand-alone warranties can only cover equipment purchased with HSGP funds or for
equipment dedicated for HSGP-related purposes.
For the PSGP, maintenance and sustainment are focused specifically on the repair and replacement
of existing equipment and does not include routine activities such as oil changes or
washing/cleaning existing equipment.
For more information on maintenance and sustainment costs, see the program-specific NOFO.
3.4.Management and Administration
M&A costs are for activities directly related to the management and administration of the award,
such as financial management, reporting, and program and financial monitoring. M&A costs are not
operational costs, they are the necessary costs incurred in direct support of the grant or as a result
of the grant and should be allocated across the entire lifecycle of the grant. Characteristics of M&A
expenses can include the following: 1) direct costs that are incurred to administer a particular
federal award; 2) identifiable and unique to each federal award; 3) charged based on the activity
performed for that federal award; and 4) not duplicative of the same costs that are included in the
approved Indirect Cost Rate Agreement, if applicable.
Some examples of M&A costs include grants management training for M&A staff, equipment and
supplies for M&A staff to administer the grant award, travel costs for M&A staff to attend
conferences or training related to the grant program, travel costs for the M&A staff to conduct
subrecipient monitoring, contractual services to support the M&A staff with M&A activities, and
auditing costs related to the grant award to the extent required or permitted by statute or 2 C.F.R.
Part 200. For additional program-specific M&A information, please refer to the relevant program-
specific NOFO.
3.5.Procedures for Establishing Indirect Cost Rates
Indirect costs (per 2 C.F.R. § 200.1) are incurred for a common or joint purpose benefitting more
than one cost objective, and not readily assignable to the cost objectives specifically benefitted,
without effort disproportionate to the results achieved. Indirect costs are allowable under all
programs covered by this manual. The requirements and procedures for establishing indirect cost
rates are the same for all the preparedness programs covered by this manual. The process for
establishing the indirect cost rate (per 2 C.F.R. § 200.414) varies based on the type of entity and the
amount of funding they receive:
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.If the entity is a non-governmental entity (e.g., Institutions of Higher Education/hospital, nonprofit
organization, etc.), and is a subrecipient, indirect cost rate procedures are outlined in 2 C.F.R. §
200.332(a)(4) and Appendices III, IV, IX to Part 200. These types of entities may either use the
de minimis rate or negotiate a rate with the pass-through entity.
.If the subrecipient is a state or local governmental entity, indirect cost rate procedures are
established in Appendix VII to Part 200.
o Per Paragraph D.1.b. of Appendix VII, state or local governmental entities receiving grant
funds must develop an indirect cost rate proposal.
‒If the state or local entity receives more than $35 million in grant funding in a fiscal year,
the proposal must be approved by the cognizant agency.
‒If a state or local entity receives $35 million or less in grant funding in a fiscal year, they
must develop an indirect cost rate proposal, but that indirect cost rate proposal does not
need to be approved by the cognizant agency.
.If a state or local governmental entity wants to use the de minimis rate (instead of developing an
indirect cost rate proposal), they can request a case-by-case exception from FEMA (per 2 C.F.R. §
200.102(b)).
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4. Administrative and National Policy Requirements
In addition to the requirements in this section and the applicable NOFO, FEMA may place specific
terms and conditions on individual awards in accordance with 2 C.F.R. Part 200.
All grant recipients for FEMA grants and cooperative agreements are required to comply with the
DHS Standard Terms and Conditions.
The applicable DHS Standard Terms and Conditions will be those in effect at the time the award was
made. The specific terms and conditions that will apply for the award will be clearly stated in the
award package at the time of award.
4.1.Accessibility Compliance
Preparedness grant program recipients using funds to build or alter buildings must comply with the
applicable accessibility requirements under their local building codes, as well as the Section 504
Rehabilitation Act of 1973, 29 U.S.C. § 794, the Architectural Barriers Act of 1968 (ABA), and the
Americans with Disabilities Act (ADA), 42 U.S.C. §§ 12101 et seq., to ensure individuals with
disabilities have access to such buildings. State and local governments are required to provide
qualified individuals with disabilities equal access to their programs, services, or activities, unless
doing so would fundamentally alter the nature of their programs, services or activities or would
impose an undue burden. Accessibility standards under the ABA and ADA are highly similar.
Additional information regarding compliance with the ABA is available at Chapter 1: Using the ABA
Standards on access-board.gov.
4.2.Ensuring the Protection of Civil Rights
As the Nation works toward achieving the Goal, it is important to continue to protect the civil rights of
individuals. Recipients must carry out their programs and activities, including those related to the
building, sustainment, and delivery of core capabilities, in a manner that respects and ensures the
protection of civil rights for protected populations.
Federal civil rights statutes, such as Section 308 of the Robert T. Stafford Disaster Relief and
Emergency Assistance Act (Stafford Act), Section 504 of the Rehabilitation Act of 1973, and Title VI
of the Civil Rights Act of 1964, Age Discrimination Act, along with DHS and FEMA regulations,
prohibit discrimination on the basis of race, color, national origin, sex, religion, age, disability, limited
English proficiency, or economic status in connection with programs and activities receiving federal
financial assistance from FEMA as applicable.
Recipients must complete the DHS Civil Rights Evaluation Tool within 30 days of receiving the first
award that fiscal year, not for every award. After initial submittal, an updated submission is due once
every two years during which a recipient has an active award. Information about this requirement
and a fuller list of the civil rights provisions that apply to recipients can be found in the DHS Standard
Terms and Conditions. Additional information on civil rights provisions is available at the Civil Rights
Resources for Recipients of DHS Financial Assistance page on DHS.gov and the Office of Equal
Rights page on FEMA.gov.
Subrecipients are not required to complete or submit the DHS Civil Rights Evaluation tool. However,
subrecipients have the same obligations as their primary recipients to comply with applicable civil
rights requirements and should follow their primary recipient’s procedures regarding the submission
of civil rights information.
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Monitoring and oversight requirements in connection with recipient compliance with federal civil rights
laws are also authorized pursuant to 44 C.F.R Part 7.
In accordance with civil rights laws and regulations, recipients and subrecipients must ensure the
consistent and systematic fair, just, and impartial treatment of all individuals, including individuals
who belong to underserved communities that have been denied such treatment. A full list of Civil
Rights Authorities at FEMA can be found at the External Civil Rights Division page on FEMA.gov.
Recipients and subrecipients (or representatives of such parties) who believe that discrimination has
occurred in awarding or receiving FEMA financial assistance may file a complaint with the Office of
Equal Rights (OER) at FEMA-CivilRightsOffice@fema.dhs.gov. A complaint must be filed no later than
180 days from the date of the alleged discrimination unless the filing deadline is extended by the
Director of the OER or their designee.
4.3.Disability Integration
Pursuant to Section 504 of the Rehabilitation Act of 1973, recipients of FEMA financial assistance
must ensure that their programs and activities do not discriminate against otherwise qualified
individuals with disabilities.
Preparedness grant recipients should engage with the whole community to advance individual and
community preparedness and to work as a nation to build and sustain resilience. In doing so,
recipients should consider the needs of individuals with disabilities into the activities and projects
funded by the grant.
FEMA expects that the integration of the needs of people with disabilities will occur at all levels,
including planning; alerting, notification, and public outreach; training; purchasing of equipment and
supplies; protective action implementation; and exercises/drills.
Section 508 of the Rehabilitation Act of 1973, 29 U.S.C. § 794d, requires federal agencies to
provide individuals with disabilities equal access to electronic information and data comparable to
those who do not have disabilities. Although Section 508 does not impose requirements on federally-
funded recipients, we encourage recipients to use Section 508 best practices to ensure that persons
with disabilities have equal access to web-based products/services. For more information, see the
Accessibility of State and Local Government Websites to People with Disabilities page on ADA.gov.
The following are examples that demonstrate the integration of the needs of people with disabilities
in carrying out FEMA awards:
.Include representatives of organizations that work with/for people with disabilities on planning
committees, work groups and other bodies engaged in development and implementation of the
grant programs and activities.
.
.
Hold all activities related to the grant in locations that are accessible to persons with physical
disabilities to the extent practicable.
Acquire interpretation services appropriate for the population being served, including American
Sign Language or Puerto Rican Sign Language, that provide public information across the
community and in shelters.
.Ensure shelter-specific grant funds are in alignment with FEMA’s Guidance on Planning for
Integration of Functional Needs Support Services in General Population Shelters.
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.If making alterations to an existing building to a primary function area utilizing federal funds,
complying with the most recent codes and standards, and making path of travel to the primary
function area accessible to the greatest extent possible.
.
.
Implement specific procedures used by public transportation agencies that include evacuation
and passenger communication plans and measures for individuals with disabilities.
Identify, create, and deliver training to address any training gaps specifically aimed toward
whole-community preparedness. Include and interact with individuals with disabilities, aligning
with the designated program capability.
.Establish best practices in inclusive planning and preparedness that consider physical access
and information access. Examples of effective communication access for individuals with
disabilities include providing auxiliary aids and services such as sign language interpreters and
materials in Braille or alternate formats.
FEMA grant recipients can fund projects toward the resiliency of the whole community, including
people with disabilities, such as training, outreach, and safety campaigns, provided that the project
aligns with the applicable NOFO, this manual, the applicable chapter to this manual, and the terms
and conditions of the award. For specific guidelines on funding a disability inclusive project, please
refer to the relevant NOFO.
4.4.Language Access
As per FEMA Policy #256-23-001, Language Access, personnel shall take reasonable steps to
provide individuals with limited English proficiency (LEP) with meaningful access to all programs or
activities conducted both by FEMA and by entities receiving funding from FEMA, including grant
recipients. This policy is based upon the principle that it is the responsibility of FEMA—not the LEP
individual—to take reasonable steps to ensure communications are not impaired because of the
limited English proficiency of the individual.
The following are examples that demonstrate the integration of the needs of LEP individuals in
carrying out FEMA awards:
.Establish best practices in inclusive planning and preparedness that consider language access
for LEP individuals.
4.5.Environmental Planning and Historic Preservation Compliance
FEMA must consider the effects of its actions on the environment and historic properties to ensure
that all activities and programs funded by FEMA, including grant-funded projects, comply with federal
Environmental Planning and Historic Preservation (EHP) regulations, laws, and Executive Orders (EO),
as applicable.
Recipients and subrecipients proposing projects that have the potential to impact the natural or built
environment, including, but not limited to, the construction of communication towers; modification or
renovation of existing buildings, structures, and facilities; new construction, including replacement or
relocation of facilities; and some training activities, must participate in the FEMA EHP review
process. The EHP review process involves the submission of a detailed project description along with
any supporting documentation requested by FEMA to determine whether the proposed project has
the potential to impact environmental resources including, but not limited to, threatened or
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endangered species and historic properties; and identify mitigation measures and/or alternative
courses of action that may lessen any impact to those resources. FEMA may recommend mitigation
measures and/or alternative courses of action to lessen any impact to environmental resources and
bring the project into compliance with EHP requirements.
In some cases, FEMA is also required to consult with other regulatory agencies and the public to
complete the review process. The EHP review process must be completed before funds are released
to carry out the proposed project; otherwise, FEMA may not be able to fund the project due to
noncompliance with EHP laws, EOs, regulations, and policies.
DHS and FEMA EHP policy is found in directives and instructions available on Environmental and
Historic Preservation Guidance for FEMA Grant Applications page on FEMA.gov, which includes
documents regarding EHP responsibilities and program requirements, including implementation of
the National Environmental Policy Act and other EHP laws, regulations, and EOs. DHS and FEMA EHP
policy is also found in the EHP Directive & Instruction.
An EHP Screening Form and supporting documentation for preparedness projects requiring EHP
review should be submitted to gpdehpinfo@fema.dhs.gov and your assigned Preparedness Officer.
Additionally, all recipients under this funding opportunity are required to comply with the FEMA EHP
Policy Guidance, FEMA Policy #108-023-1, Grant Programs Directorate Environmental and Historic
Preservation Policy Guidance.
4.5.1. CONSTRUCTION AND RENOVATION
All construction and renovation projects require EHP review. Recipients and subrecipients are
encouraged to have completed as many steps as possible for a successful EHP review in support of
their proposal for funding (e.g., coordination with their State Historic Preservation Office to identify
potential historic preservation issues and to discuss the potential for project effects, compliance with
all state and local EHP laws and requirements). Projects for which the recipient believes an
Environmental Assessment (EA) may be needed, as defined in DHS Instruction Manual 023-01-001-
01, Revision 01, FEMA Directive 108-1, and FEMA Instruction 108-1-1, must also be identified to the
FEMA HQ Preparedness Officer within 6 months of the award and completed EHP review materials
must be submitted no later than 12 months before the end of the POP. EHP policy guidance and the
EHP Screening Form can both be found on FEMA.gov. EHP review materials should be sent to
gpdehpinfo@fema.dhs.gov.
Refer to the program-specific NOFO for information on construction and renovation allowability and
restrictions.
Construction and Floodplains
All FEMA actions, including grant-funded actions, must comply with National Flood Insurance
Program (NFIP) criteria or any more restrictive federal, state, or local floodplain management
standards or building codes (44 C.F.R. § 9.11(d)(6)).
All FEMA-funded non-critical actions in 1% annual chance floodplains (also known as 100-year
floodplains) that involve new construction or substantial improvement of structures must be
elevated, at a minimum, to the lower of:
.Two feet above the 1% annual chance flood elevation (also known as the base flood elevation),
in accordance with the Federal Flood Risk Management Standard (FFRMS) FVA; or
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.The 0.2% annual chance flood elevation. Where 0.2% annual chance flood elevations are not
available, such actions must be elevated to at least two feet above the 1% annual chance flood
elevation.
All FEMA-funded critical actions in 1% annual chance floodplains or 0.2% annual chance floodplains
(also known as 500-year floodplains) that involve new construction or substantial improvement of
structures must be elevated, at a minimum, to the higher of:
.
.
Three feet above the 1% annual chance flood elevation (also consistent with the FVA); or
The 0.2% annual chance flood elevation. Where 0.2% annual chance flood elevations are not
available, such actions must be elevated to at least three feet above the 1% annual chance flood
elevation.
See EO 11988, Floodplain Management, as amended by EO 13690, Establishing a Federal Flood
Risk Management Standard and a Process for Further Soliciting and Considering Stakeholder Input.
For additional information, see the Guidelines for Implementing EO 11988 and EO 13690.
4.5.2. ENVIRONMENTAL JUSTICE
EO 14096, Revitalizing our Nation's Commitment to Environmental Justice for All and EO 14008,
Tackling the Climate Crisis at Home and Abroad rearticulate and strengthen the environmental
justice framework articulated in 1994 in EO 12898, Federal Actions to Address Environmental
Justice in Minority Populations and Low-Income Populations. Specifically, Section 1 of EO
14096states that: “To fulfill our Nation’s promises of justice, liberty, and equality, every person must
have clean air to breathe; clean water to drink; safe and healthy foods to eat; and an environment
that is healthy, sustainable, climate-resilient, and free from harmful pollution and chemical exposure.
Restoring and protecting a healthy environment—wherever people live, play, work, learn, grow, and
worship—is a matter of justice and a fundamental duty that the Federal Government must uphold on
behalf of all people.”
Some projects funded by FEMA’s grant programs could have environmental justice impacts. New
construction (including communication towers), renovation, demolition, and relocation of buildings
and other structures may have disproportionately high and adverse effects on minority and low-
income populations. FEMA acknowledges the important role that FEMA recipients and subrecipients
play in advancing and achieving environmental justice by identifying low-income and minority
populations within a proposed project’s affected area as early as possible, assessing a project's
impact on existing environmental and human health burdens to account for cumulative effects, and
taking steps to mitigate any harmful impacts.
FEMA will review and evaluate potential projects for environmental justice concerns. If FEMA
determines that a proposed project would have a disproportionately high and adverse effect on
minority or low-income populations, FEMA will consult with recipients and subrecipients to discuss
the feasibility of revising the scope of work to avoid these adverse impacts, or otherwise applying
mitigation measures to alleviate these effects. In addition, FEMA may work with other recipients and
subrecipients to solicit public input on the proposed projects for a more informed decision-making
process. To learn more about how FEMA environmental justice responsibilities might affect your
project, go to the EO 12898: Environmental Justice page on FEMA.gov.
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4.5.3. COMMUNICATION TOWERS
For the purposes of the limitations on funding levels only, communication towers are not considered
construction. When applying for construction funds, including communications towers, recipients
must submit evidence of approved zoning ordinances, architectural plans, and any other locally
required planning permits at the time of application.
All construction of communication towers requires EHP review. When applying for funds to construct
communication towers, recipients and subrecipients must submit evidence that the Federal
Communication Commission’s Section 106 of the National Historic Preservation Act, Pub. L. No. 89-
665, as amended, review process has been completed and submit all documentation resulting from
that review to FEMA with an EHP Screening Form and supporting materials for EHP review. Recipients
and subrecipients are encouraged to have completed as many steps as possible for a successful
EHP review in support of their proposal for funding (e.g., coordination with their state, tribal, or
territorial Historic Preservation Office to identify potential historic preservation issues and to discuss
the potential for project effects, compliance with all state and local EHP laws and requirements).
Projects for which an EA may be needed, as defined in DHS Instruction Manual 023-01-001-01,
Revision 01, FEMA Directive 108-1, and FEMA Instruction 108-1-1, must also be identified to the
FEMA HQ Preparedness Officer within 6 months of the award. Completed EHP review materials must
be submitted no later than 12 months before the end of the POP. EHP policy guidance and the EHP
Screening Form can both be found on FEMA.gov. EHP review materials should be sent to
gpdehpinfo@fema.dhs.gov.
4.5.4. HAZARD RESISTANT BUILDING CODES
Hazard-resistant building codes are a foundational element of a more resilient nation, safeguarding
communities and lives against natural disasters, with an estimated $11:1 return on investment. The
adoption, enforcement and application of modern building codes mitigates community
vulnerabilities, reduces disaster recovery costs, and strengthens nationwide capability. FEMA is
working to promote and support building codes in all areas of its work in support of the multi-agency
National Initiative to Advance Building Codes. In the interest of building a stronger, more resilient
nation, FEMA encourages all grant recipients and subrecipients to meet current published editions of
relevant consensus-based building codes, specifications and standards, and to exceed them where
feasible.
4.6.Davis-Bacon Act Compliance
Recipients using funds for construction projects must comply with the Davis-Bacon Act (codified as
amended at 40 U.S.C. §§ 3141 et seq.). See 6 U.S.C. § 609(b)(4)(B) (cross-referencing 42 U.S.C. §
5196(j)(9), which cross-references Davis-Bacon). Recipients must ensure that their contractors or
subcontractors for construction projects pay workers no less than the prevailing wages for laborers
and mechanics employed on projects of a character similar to the contract work in the civil
subdivision of the state in which the work is to be performed. Additional information regarding
compliance with the Davis-Bacon Act, including Department of Labor (DOL) wage determinations, is
available from the Davis-Bacon and Related Acts page on DOL.gov.
4.7.National Incident Management System Implementation
National Incident Management System (NIMS) guides all levels of government, nongovernmental
organizations (NGO), and the private sector to work together to prevent, protect against, mitigate,
respond to, and recover from incidents. NIMS provides stakeholders across the whole community
with the shared vocabulary, systems, and processes to successfully deliver the capabilities described
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in the National Preparedness System. As recipients and subrecipients of federal preparedness (ND)
grant awards, jurisdictions and organizations must achieve, or be actively working to achieve, all the
NIMS Implementation Objectives. These objectives and implementation information can be found on
the NIMS and NIMS Implementation and Training pages on FEMA.gov.
Emergency management and incident response activities require carefully managed resources
(personnel, teams, facilities, equipment, and/or supplies) to meet incident needs. NIMS defines a
national, interoperable approach for sharing resources, coordinating, and managing incidents, and
communicating information. Incident management refers to how incidents are managed across all
homeland security activities, including prevention, protection, mitigation, response, and recovery.
Utilization of the standardized resource management concepts such as typing, credentialing, and
inventorying promote a strong national mutual aid capability needed to support the delivery of core
capabilities. Additional information on resource management, NIMS resource typing definitions, job
titles, and position qualifications is available at the NIMS Components – Guidance and Tools page on
FEMA.gov. Please also see the relevant NOFOs for additional requirements regarding NIMS
implementation for specific programs.
4.7.1. NIMS GUIDANCE FOR THE NATIONAL QUALIFICATION SYSTEM
FEMA developed the NIMS Guideline for the National Qualification System (NQS) to describe national
credentialing standards and to provide written guidance regarding the use of those standards. This
guideline describes credentialing and typing processes and identifies tools that Federal Emergency
Response Officials and emergency managers at all levels of government may use both routinely and
to facilitate multijurisdictional coordinated responses. Starting in FY 2023, EMPG Program recipients
are required to use EMPG Program funds to support NQS implementation efforts.
The NQS doctrine promotes interoperability by establishing a common language for defining job titles
and by enabling jurisdictions and organizations to plan for, request, and have confidence in the
capabilities of personnel deployed for disasters and emergencies from other entities through mutual
aid agreements and compacts. Following the concepts and processes in this Guideline will enhance
national preparedness by expanding the network of qualified incident management and support
personnel who can be deployed nationwide.
4.8.SAFECOM Guidance Compliance
Lessons learned from recent major disasters, unplanned events, and full-scale exercises have
identified a need for greater coordination of emergency communications among senior elected
officials, emergency management agencies, and first responders at all levels of government. Federal
responders arriving on the scene of a domestic incident are not always able to communicate with
SLTT response agencies, as well as key government officials. State and local first responders
sometimes experience similar problems, particularly when the incident requires a multi-agency,
regional response effort or when primary communications capabilities fail. This lack of operability
and interoperability between federal and SLTT agencies―further complicated by problems with
communications survivability and resilience―has hindered the ability to share critical information,
which can compromise the unity-of-effort required for an effective incident response.
Departments and agencies at all levels of government have identified a need for improvement in
several high-priority areas, including Governance, Planning, Training and Exercises, Operational
Coordination, and Technology. In addition, communications resilience and continuity should be
viewed as a critical component within each of these areas. These priorities are explained in detail in
Section 2 of the SAFECOM Guidance on Emergency Communications Grants (SAFECOM Guidance).
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By addressing these priorities, which are reflective of proven best practices, emergency
communications can be significantly improved at all levels of government. The end goal is to ensure
operable, interoperable, and resilient communications that maintain a continuous flow of critical
information, under all conditions, among multi-jurisdictional and multi-disciplinary emergency
responders, command posts, agencies, critical infrastructure sectors, and government officials for
the duration of an emergency response operation, and in accordance with NIMS and the National
Emergency Communications Plan, which describes goals and objectives for improving emergency
communications nationwide.
To help meet this goal, the SAFECOM Guidance outlines requirements for grant applications,
including alignment to national, regional, and state communications plans (e.g., National Emergency
Communications Plan (NECP), Statewide Communication Interoperability Plan (SCIP), Tactical
Interoperability Communications Plan (TICP), FEMA Regional Emergency Communications Plan
(RECP)), project coordination, and technical standards for emergency communications technologies.
SCIPs define the current and future direction for interoperable and emergency communications
within a state or territory, while TICPs are designed to allow urban areas, counties, regions,
states/territories, tribes, or federal departments/agencies to document interoperable
communications governance structures, technology assets, and usage policies and procedures. In
addition, FEMA’s formal planning process has produced 10 RECPs and their associated state and/or
tribal/territorial annexes that identify emergency communications capability shortfalls and potential
resource requirements. Grant recipients are encouraged to leverage these planning resources as a
source of input and reference for all emergency communications grant applications and investment
justifications (IJ).
In addition, FEMA formally recognizes several statewide emergency communications governance
bodies (e.g., Statewide Interoperability Coordinator (SWIC), Statewide Interoperability Governance
Board (SIGB), Statewide Interoperability Executive Committee (SIEC), FirstNet State Single Point of
Contact (SPOC)), and strongly encourages grant recipients to closely coordinate with these entities
when developing an emergency communications investment to ensure projects support the state or
territory’s strategy to improve their communications capabilities with the goal of achieving fully
operable, interoperable, and resilient communications. In addition, recipients should work with
public and private entities, and across jurisdictions and disciplines, to demonstrate engagement with
the Whole Community in accordance with Presidential Policy Directive-8 (PPD-8).
For regional, cross-border initiatives, FEMA requires recipients to coordinate projects with national
level emergency communications coordination bodies, such as the National Council of Statewide
Interoperability Coordinators (NCSWIC) and the Regional Emergency Communications Coordination
Working Groups (RECCWG). The NCSWIC promotes and coordinates state-level activities designed to
ensure the highest level of public safety communications across the nation. RECCWGs are
congressionally mandated planning and coordination bodies located in each FEMA Region and
provide a collaborative forum to assess and address the survivability, sustainability, operability, and
interoperability of emergency communications systems at all levels of government. Grant-funded
investments that are coordinated with these bodies will help ensure that federally funded emergency
communications investments are interoperable and support national policies.
All entities using preparedness grant funding to support emergency communications investments are
required to comply with the SAFECOM Guidance. The SAFECOM Guidance provides current
information on emergency communications policies, eligible costs, best practices, and technical
standards for SLTT recipients investing federal funds in emergency communications projects. It is
also designed to promote and align with the NECP. Compliance with the SAFECOM Guidance helps
ensure that federally funded investments are compatible, interoperable, resilient, and support
national goals and objectives for improving emergency communications. Applicants should use the
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SAFECOM Guidance during planning, development, and implementation of emergency
communications projects and in conjunction with other planning documents (e.g., SCIPs).
Specifically, Appendix D of the SAFECOM Guidance contains compliance instructions for FEMA grant
recipients.
Emergency communications investments also will be reviewed jointly by FEMA and CISA to verify
compliance with SAFECOM Guidance. FEMA will coordinate directly with the recipient on any
compliance concerns and will provide TA as necessary to help ensure full compliance.
4.9.Resilient Communications Guidance
The risk imposed by the reliance on communication systems by government and the private sector
can be reduced by understanding dependencies, analyzing effects, and taking action. Entities
planning to use preparedness grant funding for communications investments are encouraged to
take a Whole Community Approach and work with state emergency management agencies, SWICs,
SIGBs, and appropriate stakeholders at the regional and SLTT levels to:
.
.
Plan communication around the whole community to meet everyone’s needs.
Establish robust, resilient, reliable, and interoperable communications capabilities. Account for
the mission impact of communication system disruptions in your planning;
.
.
Ensure mission-related communications (voice, video, data, and network security requirements)
are adequately planned for and understood. It is important to maintain current documentation of
your communication systems architecture and perform regular audits. Your ability to continue
operations is dependent on the availability of and access to communications systems with
sufficient resiliency, redundancy, and accessibility to perform essential functions and provide
critical services during a disruption;
Ensure critical communication systems connectivity among key government leadership, internal
elements, other supporting organizations, and the public under all conditions. As such,
organizations should ensure current copies of vital records, including electronic files and
software, are backed-up and maintained off-site;
.
.
Ensure all communications systems/networks are traced from end to end to identify all Single
Points of Failure (SPF). In doing so, recipients should work with communication service providers
to add redundancy at key critical infrastructure facilities as needed;
Ensure key communication systems resiliency through:
o
o
o
o
o
Ensuring availability of backup systems;
Ensuring diversity of network element components and routing;
Ensuring geographic separation of primary and alternate transmission media;
Ensuring availability of back-up power sources;
Ensuring availability and access to systems that are not dependent on commercial
infrastructure;
o Maintaining spares for designated critical communication systems; and
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o Working with commercial suppliers to remediate communication SPF.
.All communications system owners are encouraged to address the following issues:
o
o
Integrate communications needs into continuity planning efforts by incorporating Primary,
Alternate, Contingency, and Emergency (PACE) methodology, and vulnerability mitigation
options to ensure uninterrupted communications support;
Establish a cybersecurity plan that includes continuity of a communications component such
as Radio Frequency (RF)-based communications that do not rely on public infrastructure;
o
o
o
o
Maintain communications capabilities to ensure their readiness when needed;
Frequently train and exercise personnel required to operate communications capabilities;
Test and exercise communications capabilities; and
Consider Electromagnetic Pulse (EMP) protective measures for communications systems and
emergency backup power where practical.
CISA Emergency Communication Division enhances public safety interoperable communications at
all levels of government and conducts extensive, nationwide outreach to support and promote the
ability of emergency response providers and relevant government officials to communicate in the
event of natural disasters, acts of terrorism, and other hazards. CISA provides plans, resources, and
training to support operable and interoperable emergency communications for first responders.
4.10. FirstNet
The Middle-Class Tax Relief and Job Creation Act of 2012, Pub. L. No. 112-96, as amended (codified
in part at 47 U.S.C. §§ 1401-1473) established the First Responder Network Authority (hereinafter
FirstNet Authority) as an independent authority within the National Telecommunications and
Information Administration (NTIA). 47 U.S.C. § 1424(a). The FirstNet Authority’s statutory mission is
to establish a nationwide public safety broadband network (FirstNet). 47 U.S.C. § 1426(b). FirstNet
uses the 700 MHz D block spectrum to provide Long-Term Evolution (LTE)-based broadband services
and applications to public safety entities. 47 U.S.C. §§ 1401(2), 1421(a). FirstNet became
operational in March 2018 and is based on a single, national network architecture that evolves with
technological advances and consists of a physically separate evolved packet core (EPC) network and
radio access networks (RANs).
FirstNet provides public safety entities with mission-critical broadband data capabilities and services
including, but not limited to messaging, image sharing, video streaming, group text, voice, data
storage, application, location-based services, and Quality of Service, Priority, and Preemption. Public
safety entities seeking to enhance their operational capabilities using broadband technology may
seek grant funding from appropriate programs to support the following:
.
.
.
Planning for integration of information technology (IT) infrastructure, software, and site upgrades
necessary to connect to FirstNet;
Handheld broadband devices including smartphones, feature phones, tablets, wearables, push-
to-talk (PTT) devices;
Vehicle-mounted or otherwise field operated data devices, such as ruggedized laptops;
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.
.
Network access devices, including portable Wi-Fi devices, Universal Serial Bus (USB)
modems/dongles, trunk-mounted modems, routers;
Customer-Owned and Managed (COAM) broadband deployable equipment, enabling public safety
to own and dispatch coverage expansion or capacity enhancement equipment within their
jurisdiction;
.
.
.
Broadband device accessories that enable efficient and safe public safety operations such as
headsets, belt clips, earpieces, remote Bluetooth sensors, ruggedized cases;
Subscriber Identification Modules (SIMs)/Universal Integrated Circuit Cards (UICCs) to allow
public safety users to update existing devices to operate on public safety prioritized services; and
One-time purchase and subscription-based applications for public safety use which could
include, among several other options, enterprise mobility management (EMM), mobile device
management (MDM), mobile Virtual Private Network (VPN), identity services, or cloud service
tools.
As FirstNet is built out in all 56 states and territories, and coverage and capacity for first responders
expands, recipients are strongly encouraged to coordinate with SWIC and FirstNet on the planning,
deployment timelines, and operational availability of the network deployment within a specific state
or territory, and to ensure that the project does not conflict with network planning efforts and
complies with all technical requirements. FirstNet requires participating agencies to demonstrate a
subscription to public safety-prioritized broadband services to purchase FirstNet broadband devices
or applications. Recipients must coordinate with FirstNet in advance of any strategic acquisition of
broadband LTE equipment to ensure that purchases adhere to all applicable standards for public
safety entities. Recipients with questions on FirstNet should contact info@firstnet.gov. Please also
refer to the most recent SAFECOM Guidance for additional guidance.
4.11. Department of Homeland Security/FEMA Communications Support
Services
CISA and FEMA offer a variety of TA and other support services to assist state and local entities in
their efforts to comply with the above requirements, including the SAFECOM Guidance, with the goal
of ensuring interoperable and resilient emergency communications. A summary of DHS support
services is provided below. Grant recipients are encouraged to refer to the respective websites for
additional information.
4.11.1. CYBERSECURITY AND INFRASTRUCTURE SECURITY AGENCY SUPPORT
CISA assists agencies through a myriad of services, including direct TA and training provided at no
cost to the jurisdiction. The TA offerings include (but are not limited to):
.
.
.
Coordinated statewide governance (e.g., State Mapping Tool, Interoperable Communications
Reference Guides);
Comprehensive emergency communications planning (e.g., SCIPs, TICPs, and Field Operations
Guides);
Next Generation 911 planning and implementation;
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.
.
.
.
.
Data operability and interoperability;
Alerts and warnings;
Broadband deployment;
Cybersecurity education and awareness; and
Communications Unit (COMU) planning and procedures.
Information on these services is available at the CISA Interoperable Communications Technical
Assistance Program (ICTAP) Resources page on CISA.gov.
4.11.2. FEMA DISASTER EMERGENCY COMMUNICATIONS DIVISION SUPPORT
FEMA Disaster Emergency Communications (DEC) deploys, installs, operates, maintains, and
protects telecommunications, logistics, and operations assets in support of planned special events
and in response to disasters, assisting citizens and first responders.
DEC provides DEC through six geographically dispersed Mobile Emergency Response Support
(MERS) detachments and a pre-positioned fleet of Mobile Communications Office Vehicles (MCOV).
DEC also assists SLTT entities in mitigating their DEC risks and requirements to support life-saving
efforts, protect property, and coordinate response and recovery operations. DEC can assist SLTT
entities in mitigating their DEC risks and requirements to support life-saving efforts, protect property,
and coordinate response and recovery operations. For more information about how DEC can provide
stakeholder support in these areas, see the DEC page on FEMA.gov.
4.11.3. FEMA NATIONAL PREPAREDNESS DIRECTORATE SUPPORT
National Preparedness Directorate (NPD) provides training, exercises, and TA to SLTT stakeholders
that support operational and emergency communications. Descriptions and resources specific to
operational communication are available on FEMA.gov’s Core Capability Development Sheets page
within the Response Mission Area and include the following information to support jurisdictions:
.
.
Description of the operational communications core capability;
Training for building and sustaining operational communication with specific course titles:
o Trainings can also be found at National Training and Education Division (NTED) page on
firstrespondertraining.gov.
.
.
Example capability targets to complete a Threat and Hazard Identification and Risk Assessment
(THIRA):
o Help in developing targets can be found at Unified Reporting Tool (URT)-Info page on FEMA’s
Preparedness Toolkit or requested at FEMA-SPR@fema.dhs.gov.
Tools to validate capabilities through exercises:
o TA and support from subject-matter experts can be requested through the Exercises page on
FEMA.gov.
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4.11.4. FEMA OFFICE OF NATIONAL CONTINUITY PROGRAMS SUPPORT
The Office of National Continuity Program’s (ONCP) support services focus on holistic continuity
planning, of which communications continuity is an important component. Currently, continuity
communications training and TA is limited to the FEMA National Radio System (FNARS) and the
Integrated Public Alerts & Warning System (IPAWS) and is delivered either on an ad hoc basis at the
request of the state entity, through a FEMA Region, or via a requirement for terms of use. Entities
interested in ONCP support services should contact FEMA-CGC@fema.dhs.gov or consult ONCP’s
Continuity Resources Toolkit page on FEMA.gov.
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5. Post-Award Management and Implementation
5.1.Reporting
Recipients are required to submit various financial and programmatic reports as a condition of
award acceptance. Future awards and funds drawdown may be withheld if these reports are
delinquent.
Consultants or contractors are not permitted to be the AOR or the Signatory Authority (SA) of the
recipient. The AOR, as the Authorized Official for the award, is responsible for submitting
programmatic and financial performance reports, accepting award packages, signing assurances
and certifications, and submitting award amendments.
5.2.Federal Financial Reporting Requirements
5.2.1. FEDERAL FINANCIAL REPORT
Recipients must report obligations and expenditures to FEMA on a quarterly basis through the
Federal Financial Report (FFR) form, also known as Standard Form 425 (SF-425). Recipients may
review the FFR at Post-Award Reporting Forms page on Grants.gov. Recipients must file the FFR
electronically using FEMA GO. Note that recipients for awards covered in this manual made before FY
2024 must file the FFR using the Payment and Reporting Systems (PARS).
Financial Reporting Periods and Due Dates
An FFR must be submitted quarterly throughout the POP, including partial calendar quarters, as well
as in periods where no grant award activity occurs. The final FFR is due within 120 days after the end
of the POP. Future awards and fund drawdowns may be withheld if these reports are delinquent,
demonstrate a lack of progress, or are insufficient in detail.
Table 3 shows the reporting periods and due dates for the FFR, except for the final FFR due at 120
days after the end of the POP for purposes of closeout.
Table 3: FFR Reporting Periods and Due Dates
FFR Reporting Period
Oct. 1–Dec. 31
Report Due Date
Jan. 30
Jan. 1–March 31
April 1–June 30
July 1–Sept. 30
April 30
July 30
Oct. 30
Because of a system limitation, if at the end of the POP for awards made prior to FY 2023 a recipient
still has funds to draw down, PARS requires an FFR be submitted within 30 days of the end of the
POP to access those funds. In that case, the recipient will need to submit an FFR within 30 days of
the end of the POP in addition to the final FFR within 120 days of the end of the POP. All other
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recipients who do not need to draw down funds after the end of the POP are only required to submit
the final FFR within 120 days after the end of the POP.
5.3.Program Performance Reporting Requirements
5.3.1. PERFORMANCE PROGRESS REPORTS
Recipients are responsible for providing performance reports to FEMA on a biannual (twice a year) or
quarterly (four times a year) basis via FEMA GO. The Performance Progress Reports (PPR) should
include the following:
.
.
.
A brief narrative of overall project(s) status;
A summary of project expenditures; and
A description of any potential issues that may affect project completion.
For the EMPG Program only, recipients are responsible for providing performance reports to FEMA on
a quarterly (four times a year) basis via FEMA GO. As explained in Section 12.10.1 “Standardized
Programmatic Reporting for the EMPG Program,” the quarterly PPRs must use or be based on the
approved EMPG Program Work Plan template provided in the EMPG Program NOFO.
Program Performance Reporting Periods and Due Dates
The biannual PPRs are due no later than 30 days after the end of the reporting period. Table 4
shows the reporting periods and due dates for biannual PPRs.
Table 4: Biannual PPR Reporting Periods and Due Dates
Reporting Period
Jan. 1–June 30
July 1–Dec. 31
Report Due Date
July 30
Jan. 30
Program Performance Reporting Periods and Due Dates for the Emergency Management
Performance Grant Program
The quarterly PPRs are due no later than 30 days after the end of the quarter. Table 5 shows the
reporting periods and due dates for the quarterly PPRs for the EMPG Program only.
Table 5: Quarterly PPR Reporting Periods and Due Dates (EMPG Program)
Reporting Period
Oct. 1 – Dec. 31
Jan. 1 – March 31
April 1 – June 30
Report Due Date
Jan. 30
April 30
July 30
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Reporting Period Report Due Date
July 1 – Sept. 30 Oct. 30
5.4.Biannual Strategy Implementation Report
Applicable to the HSGP, THSGP, NSGP, and EMPG Program only.
In addition to the financial and performance progress reports, recipients are responsible for
completing and submitting the Biannual Strategy Implementation Report (BSIR) through the FEMA
GO system. For all HSGP, THSGP, NSGP, and EMPG Program awards made prior to FY 2024, the
BSIR was completed in the Grants Reporting Tool.
The BSIR is due within 30 days after the end of the reporting period: July 30 for the reporting period
of January 1 through June 30 (summer BSIR report); and January 30 for the reporting period of July 1
through December 31 (winter BSIR report). All required attributes of each project must be included.
Updated obligations, expenditures, and significant developments must be provided within the BSIR
to show the progress of implementation for every project as well as how expenditures support
Planning, Organization, Equipment, Training, and Exercises. The first BSIR for a given fiscal year
award will be due by January 30, or 30 days after the end of the first reporting period of the award.
Subsequent BSIR reports will require recipients to report on a project-by-project basis.
Recipients also are responsible for completing and submitting a closeout BSIR. When an award’s
POP or the liquidation period ends in the middle of a reporting period, a traditional or “regular” BSIR
must be submitted with full accounting of actual project information/expenditures before a Closeout
BSIR can be created and submitted. Once FEMA approves the last “regular” BSIR, the Closeout BSIR
can be created and submitted. Please contact your respective FEMA Preparedness Officer for
questions regarding the BSIR.
5.5.Closeout Reporting Requirements
Within 120 days after the end of the POP for the prime award or after an amendment has been
issued to close out an award before the original POP ends, whichever occurs first, recipients must
liquidate all financial obligations and submit the following documentation in FEMA GO:
1. The final request for payment, if applicable;
2. The final FFR;
3. The final PPR;
4. A qualitative narrative summary of the impact of those accomplishments throughout the
entire POP submitted to the respective FEMA Preparedness Officer; and
5. Other documents required by program guidance, NOFOs, applicable program-specific
chapters of this manual, terms and conditions of the award, or other FEMA guidance.
In addition, any recipient that issues subawards to any subrecipient is responsible for closing out
those subawards as described in 2 C.F.R. § 200.344; subrecipients are still required to submit
closeout materials within 90 days of the subaward POP end date. When a subrecipient completes all
closeout requirements, pass-through entities must promptly complete all closeout actions for
subawards in time for the recipient to submit all necessary documentation and information to FEMA
during the closeout of their prime award.
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After the prime award closeout reports have been reviewed and approved by FEMA, a closeout notice
will be completed to close out the grant. The notice will indicate the POP as closed, list any remaining
funds that will be deobligated, and address the requirement of maintaining the award records for at
least three years from the date of the final FFR. The record retention period may be longer than three
years due to an audit, litigation, for equipment or real property used beyond the POP or other
circumstances outlined in 2 C.F.R. § 200.334.
Recipients are responsible for refunding to FEMA any balances of unobligated cash that FEMA paid
that are not authorized to be retained per 2 C.F.R. § 200.344(d).
5.6.Administrative Closeout
Administrative closeout is a mechanism for FEMA to unilaterally move forward with closeout of an
award using available award information in lieu of final reports from the recipient per 2 C.F.R. §
200.344(h)-(i). It is a last resort available to FEMA, and if FEMA needs to administratively close an
award, this may negatively impact a recipient’s ability to obtain future funding. This mechanism can
also require FEMA to make cash or cost adjustments and ineligible cost determinations based on the
information it has, which may result in identifying a debt owed to FEMA by the recipient.
When a recipient is not responsive to FEMA’s reasonable efforts to collect required reports needed to
complete the standard closeout process, FEMA is required under 2 C.F.R. § 200.344(h) to start the
administrative closeout process within the regulatory timeframe. FEMA will make at least three
written attempts to collect required reports before initiating administrative closeout. If the recipient
does not submit all required reports in accordance with 2 C.F.R. § 200.344, the relevant program
NOFO, this manual, and the terms and conditions of the award, FEMA must proceed to
administratively close the award with the information available within one year of the POP end date.
Additionally, if the recipient does not submit all required reports within one year of the POP end date,
per 2 C.F.R. § 200.344(i), FEMA must report in SAM.gov Responsibility/Qualification (R/Q)
(previously known as the Federal Awardee Performance and Integrity Information System) the
recipient’s material failure to comply with the terms and conditions of the award.
If FEMA administratively closes an award where no final FFR has been submitted, FEMA uses that
administrative closeout date in lieu of the final FFR submission date as the start of the three-year
record retention period under 2 C.F.R. § 200.334.
In addition, if an award is administratively closed, FEMA may decide to impose remedies for
noncompliance per 2 C.F.R. § 200.339, consider this information in reviewing future award
applications, or apply special conditions to existing or future awards.
5.7.Disclosing Information per 2 C.F.R. § 180.335
This reporting requirement pertains to disclosing information related to government-wide suspension
and debarment requirements. Before a recipient enters into a grant award with FEMA, the recipient
must notify FEMA if it knows if it or any of the recipient’s principals under the award fall under one or
more of the four criteria listed at 2 C.F.R. § 180.335:
.
.
Are presently excluded or disqualified;
Have been convicted within the preceding three years of any of the offenses listed in 2 C.F.R. §
180.800(a) or had a civil judgment rendered against it or any of the recipient’s principals for one
of those offenses within that time period;
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.
.
Are presently indicted for or otherwise criminally or civilly charged by a governmental entity
(federal, state, or local) with commission of any of the offenses listed in 2 C.F.R. § 180.800(a); or
Have had one or more public transactions (federal, state, or local) terminated within the
preceding three years for cause or default.
At any time after accepting the award, if the recipient learns that it or any of its principals falls under
one or more of the criteria listed at 2 C.F.R. § 180.335, the recipient must provide immediate written
notice to FEMA in accordance with 2 C.F.R. § 180.350.
5.8.Reporting of Matters Related to Recipient Integrity and Performance
Per 2 C.F.R. Part 200, Appendix I § F.3, the additional post-award reporting requirements in 2 C.F.R.
Part 200, Appendix XII may apply to applicants who, if upon becoming recipients, have a total value
of currently active grants, cooperative agreements, and procurement contracts from all federal
awarding agencies that exceeds $10 million for any period of time during the POP of an award under
these funding opportunities.
Recipients that meet these criteria must maintain current information reported in SAM.gov R/Q
about civil, criminal, or administrative proceedings described in paragraph 2 of Appendix XII at the
reporting frequency described in paragraph 4 of Appendix XII.
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6. Additional Information
6.1.Monitoring and Oversight
6.1.1. OVERVIEW
Per 2 C.F.R. § 200.337, FEMA, through its authorized representatives, has the right, at all
reasonable times, to make site visits or conduct desk reviews to review project accomplishments
and management control systems to evaluate award progress and to provide any required TA. During
site visits or desk reviews, FEMA will review recipients’ files related to the award. As part of any
monitoring and program evaluation activities, recipients must permit FEMA, upon reasonable notice,
to review grant-related records and to interview the organization’s staff and contractors regarding the
program. Recipients must respond in a timely and accurate manner to FEMA requests for
information relating to the award.
Effective monitoring and oversight help FEMA ensure that recipients use grant funds for their
intended purpose(s), verify that projects undertaken are consistent with approved plans, and ensure
that recipients make adequate progress toward stated goals and objectives. Additionally, monitoring
serves as the primary mechanism to ensure that recipients comply with applicable laws, rules,
regulations, program guidance, and requirements. FEMA regularly monitors all grant programs both
financially and programmatically in accordance with federal laws, regulations (including 2 C.F.R. Part
200), program guidance, and the terms and conditions of the award. All monitoring efforts ultimately
serve to evaluate progress toward grant goals and proactively target and address issues that may
threaten grant success during the POP.
FEMA staff will periodically monitor recipients to ensure that administrative processes, policies and
procedures, budgets, and other related award criteria are meeting federal government-wide and
FEMA regulations. Aside from reviewing quarterly financial and programmatic reports, FEMA may
also conduct enhanced monitoring through desk-based reviews, onsite monitoring visits, or both.
Enhanced monitoring will involve the review and analysis of financial compliance and administrative
processes, policies, activities, and other attributes of each federal assistance award, and it will
identify areas where the recipient may need TA, corrective actions, or other support.
Financial and programmatic monitoring are complementary processes within FEMA’s overarching
monitoring strategy that function together to ensure effective grants management, accountability,
and transparency; validate progress against grant and program goals; and safeguard federal funds
against fraud, waste, and abuse. Financial monitoring primarily focuses on statutory and regulatory
compliance with administrative grant requirements, while programmatic monitoring seeks to validate
and assist in grant progress, targeting issues that may be hindering project goals and ensuring
compliance with the purpose of the grant and grant program. Both monitoring processes are similar
in that they feature initial reviews of all open awards and in-depth monitoring of grants requiring
additional attention.
Recipients and subrecipients who are pass-through entities are responsible for monitoring their
subrecipients in a manner consistent with the terms of the federal award at 2 C.F.R. Part 200,
including 2 C.F.R. § 200.332. This includes the pass-through entity’s responsibility to monitor the
activities of the subrecipient as necessary to ensure that the subaward is used for authorized
purposes, in compliance with federal statutes, regulations, and the terms and conditions of the
subaward, and that subaward performance goals are achieved.
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In terms of overall award management, recipient and subrecipient responsibilities include—but are
not limited to—accounting of receipts and expenditures, cash management, maintaining adequate
financial records, reporting, and refunding expenditures disallowed by audits, monitoring if acting as
a pass-through entity, other assessments and reviews, and ensuring overall compliance with the
terms and conditions of the award or subaward, as applicable, including the terms of 2 C.F.R. Part
200.
6.1.2. FINANCIAL MONITORING OVERVIEW AND APPROACH
FEMA’s approach to financial monitoring provides a standard monitoring framework that promotes
consistent processes across all monitoring staff. There are four core components of the monitoring
process:
1. Monitoring Assessment: Monitoring staff measure each grant’s monitoring needs using a
system of pre-determined evaluation criteria. The criteria help assess the recipient and
potential challenges to the success of the grant award.
2. Monitoring Selection and Scheduling: Monitoring staff make selection and scheduling
decisions in accordance with applicable statutory requirements, such as the Homeland
Security Act of 2002, as amended (hereafter “HSA”) and consider the results of the
monitoring assessment process.
3. Monitoring Activities: Monitoring activities include cash analysis, desk reviews, and site visits.
Grants Management Specialists are responsible for conducting quarterly or semi-annual
reviews of all grants via cash analysis. Desk reviews and site visits are additional monitoring
activities conducted on grants where the monitoring assessment process identified the need
for additional monitoring and validated the use of FEMA resources for these activities.
4. Post-Monitoring Actions: Monitoring staff may follow up with recipients via post-monitoring
actions based on the outcomes of monitoring activities. Post-monitoring actions include
conducting additional monitoring; reviewing Corrective Action Plans (CAP) and monitoring the
progress of CAP deliverables; documenting the resolution of identified corrective actions and
issues; providing TA and recipient training; and debt collection.
In addition to the monitoring guidance outlined above, section 2022(a)(2)(A) of the HSA mandates
the frequency of monitoring activities for applicable preparedness grants. The applicable section of
the HSA reads as follows:
Not less than once every 2 years, the Administrator shall conduct, for each state and high-
risk urban area receiving a grant administered by the Department, a programmatic and
financial review of all grants awarded by the Department to prevent, prepare for, protect
against, or respond to natural disasters, acts of terrorism, or other man-made disasters,
excluding assistance provided under section 203, title IV, or title V of the Robert T. Stafford
Disaster Relief and Emergency Assistance Act (42 U.S.C. 5133, 5170 et seq., and 5191 et
seq.).
HSGP (including SHSP, UASI, and OPSG), NSGP, TSGP, PSGP, and the EMPG Program are subject to
HSA monitoring requirements. The IPR Program, IBSGP, and THSGP are not subject to HSA
monitoring requirements.
6.1.3. STANDARD MONITORING ACTIVITY: CASH ANALYSIS
Through cash analysis, a Grants Management Specialist assesses and reports on the recipients’
cash-on-hand, expenditures, and unliquidated obligations; gauges potential cost share shortfalls and
cash on hand issues; and monitors spend down activities within the POP. The analysis reconciles
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and compares grant disbursement records with the recipient submitted FFR. This process identifies
recipients that may require additional monitoring due to issues identified with drawdowns or FFR
submissions.
6.1.4. ENHANCED MONITORING ACTIVITIES: DESK REVIEW, SITE VISIT
Desk reviews and site visits are two forms of additional monitoring that FEMA conducts on a
recipient. Table 6 defines the key differences and similarities.
Table 6: Enhanced Financial Monitoring Activities (Desk Review and Site Visit)
Attribute Desk Review Site Visit
Location/ A detailed, paper-based review and A visit by FEMA grants management staff
conducted at the site of the recipient’s
operations and/or selected performance
sites. Site visits may require travel.
Logistics evaluation conducted at a FEMA office.
Desk reviews do not require travel.
Materials Required reports, correspondence, and
Reviewed other documentation, including policies
and procedures, to substantiate
Includes documents listed under the desk
review in addition to all applicable
documents and required reports
necessary to assess recipient capability
and progress, validate records, and
substantiate compliance with laws,
compliance. Additional documentation
available remotely may include
information available through the grant
file, financial reports, interviews, and other regulations, and policies.
documentation and correspondence to
verify compliance.
The goals of FEMA’s financial desk review The goals of FEMA’s financial site visit
monitoring activities are, as applicable, to: monitoring activities are, as applicable, to:Goal of
Monitoring
Activity .Review grant files to verify compliance, . Review grant files to verify compliance,
conduct interviews to confirm conduct interviews to confirm
adherence to approved program plans,
and confirm equipment acquisition,
allowable use, and inventory controls;
adherence to approved program plans,
and confirm equipment acquisition,
allowable use, and inventory controls;
.
.
.
.
Document that recipient institutions
possess adequate internal controls,
policies, processes, and systems to
manage FEMA grants effectively;
.
.
Document that recipient institutions
possess adequate internal controls,
policies, processes, and systems to
manage FEMA grants effectively;
Assist the recipient with the grant
process and provide guidance to
improve recipient administrative
efficiencies;
Assist the recipient with the grant
process and provide guidance to
improve recipient administrative
efficiencies;
Identify and analyze relevant problems . Identify and analyze relevant problems
that might prevent the program from
achieving its internal and external
objectives; and
that might prevent the program from
achieving its internal and external
objectives; and
Provide TA..Provide TA.
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6.1.5. PROGRAMMATIC MONITORING OVERVIEW AND APPROACH
Programmatic monitoring involves oversight throughout the award lifecycle for FEMA to verify that
programs and projects undertaken by recipients are consistent with approved plans and comply with
applicable laws, regulations, program guidance, and the terms and conditions of the award.
FEMA’s monitoring approach complies with the monitoring requirements described in section 2022
of the HSA Programmatic monitoring also plays an important role in ensuring that FEMA
preparedness grant funding builds and sustains capabilities at the SLTT levels that advance the
Goal. Programmatic monitoring also is an opportunity for FEMA staff to build relationships with
recipients and to work collaboratively to identify and mitigate factors that may impede programmatic
performance.
The programs subject to section 2022 of the HSA and three additional programs (THSGP, IPR
Program, and IBSGP) are included in this programmatic monitoring approach—meaning that all
programs included in this manual are part of this programmatic monitoring approach.
FEMA uses a risk- and project-based programmatic monitoring framework for its preparedness grant
programs that is designed for data-driven grants management, and which interacts seamlessly with
other aspects of the grant lifecycle. FEMA uses monitoring as a vehicle to validate data previously
self-reported by recipients in applications and reporting tools. FEMA does not utilize monitoring as a
data collection tool in and of itself. By specializing monitoring in this way, FEMA avoids duplicative
data collection, targets its resources more effectively, and provides stronger and more proactive TA
to its recipients. The framework also comprehensively documents grant management decisions for
resource allocation.
This programmatic monitoring approach establishes baseline monitoring of all open awards across
the FEMA preparedness grant portfolio using a First Line Review (FLR). The FLR identifies recipients
and awards with a high potential for noncompliance with regulations or failure to meet project
objectives. The FLR uses quantifiable measures (criteria) to prioritize and rank recipients and awards
according to identified risks that threaten the success of FEMA’s preparedness grant awards.
Results of this prioritization process determine which high-risk recipients and awards will receive
advanced monitoring. Post-monitoring actions document and communicate findings and
recommendations for resolution to the recipients and FEMA leadership and allow for increasingly
cohesive programmatic and financial monitoring processes.
6.2.Case Studies and Use of Grant-Funded Resources During Real-World
Incident Operations
Analyzing the use of grant-funded investments in real-world incidents will improve the ability of FEMA
and its SLTT partners to assess the effectiveness of these investments and to better understand how
grant funds support improvements in nationwide capability levels. Currently, FEMA conducts case
studies with a limited number of grant recipients each year to explore how jurisdictions prioritize
grant investments based on risk and capability assessments, and the ways specific investments
improve SLTT preparedness (see the Preparedness Grants Case Studies page on FEMA.gov). By
accepting the award, the recipient agrees to participate in a case study or evaluation if requested.
Recipients can also contact FEMA-PreparednessGrantEvaluation@fema.dhs.gov if interested in
volunteering to participate in a case study.
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6.3.Termination Provisions
FEMA may terminate a federal award in whole or in part for one of the following reasons. FEMA and
the recipient must still comply with closeout requirements at 2 C.F.R. §§ 200.344-200.345 even if
an award is terminated in whole or in part. To the extent that subawards are permitted under the
respective program’s NOFO, pass-through entities should refer to 2 C.F.R. § 200.340 for additional
information on termination regarding subawards.
1. Noncompliance. If a recipient fails to comply with the terms and conditions of a federal
award, FEMA may terminate the award in whole or in part. If the noncompliance can be
corrected, FEMA may first attempt to direct the recipient to correct the noncompliance. This
may take the form of a Compliance Notification. If the noncompliance cannot be corrected or
the recipient is non-responsive, FEMA may proceed with a Remedy Notification, which could
impose a remedy for noncompliance per 2 C.F.R. § 200.339, including termination. Any
action to terminate based on noncompliance will follow the requirements of 2 C.F.R. §§
200.341-200.342 as well as the requirement of 2 C.F.R. § 200.340(c) to report in SAM.gov
R/Q the recipient’s material failure to comply with the award terms and conditions. See also
the section on Actions to Address Noncompliance.
2. With the Consent of the Recipient. FEMA may also terminate an award in whole or in part
with the consent of the recipient, in which case the parties must agree upon the termination
conditions, including the effective date, and in the case of partial termination, the portion to
be terminated.
3. Notification by the Recipient. The recipient may terminate the award, in whole or in part, by
sending written notification to FEMA setting forth the reasons for such termination, the
effective date, and in the case of partial termination, the portion to be terminated. In the
case of partial termination, FEMA may determine that a partially terminated award will not
accomplish the purpose of the federal award, so FEMA may terminate the award in its
entirety. If that occurs, FEMA will follow the requirements of 2 C.F.R. §§ 200.341-200.342 in
deciding to fully terminate the award.
6.4.Period of Performance Extensions
Extensions to the POP for programs addressed in this manual are allowed under limited
circumstances. Extensions to the initial POP identified in the award will only be considered through
formal, written requests to the recipient’s FEMA Preparedness Officer or Program Manager and must
contain specific and compelling justifications as to why an extension is required. Recipients are
advised to coordinate with their FEMA Preparedness Officer or Program Manager as needed when
preparing an extension request.
All extension requests must address the following:
1. The grant program, fiscal year, and award number;
2. Reason for the delay—including details of the legal, policy, or operational challenges that
prevent the final outlay of awarded funds by the deadline;
3. Current status of the activity(ies);
4. Approved POP termination date and new project completion date;
5. Amount of funds drawn down to date;
6. Remaining available funds, both federal and, if applicable, non-federal;
7. Budget outlining how remaining federal and, if applicable, non-federal funds will be
expended;
8. Plan for completion, including milestones and timeframes for achieving each milestone and
the position or person responsible for implementing the plan for completion; and
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9. Certification that the activity(ies) will be completed within the extended POP without any
modification to the original statement of work, as described in the investment justification
and as approved by FEMA.
Extension requests will be granted only due to compelling legal, policy, or operational challenges.
Extension requests will only be considered for the following reasons:
.
.
.
.
Contractual commitments by the recipient or subrecipient with vendors prevent completion of
the project within the existing POP;
The project must undergo a complex environmental review that cannot be completed within the
existing POP;
Projects are long-term by design, and therefore acceleration would compromise core
programmatic goals; or
Where other special or extenuating circumstances exist.
Recipients should submit all proposed extension requests to FEMA for review and approval at least
120 days before the end of the POP to allow sufficient processing time. Extensions are typically
granted for no more than a six-month period. Recipients are advised to coordinate with their FEMA
Preparedness Officer or Program Manager as needed when preparing an extension request.
Recipients should refer to the corresponding chapter of this manual for program-specific details
related to POP extensions.
6.5.Conflicts of Interest in the Administration of Federal Awards or
Subawards
For conflicts of interest under grant-funded procurements and contracts, refer to the section on
Procurement Integrity in the applicable NOFO, this manual, and 2 C.F.R. §§ 200.317 – 200.327.
To eliminate and reduce the impact of conflicts of interest in the subaward process, recipients and
pass-through entities must follow their own policies and procedures regarding the elimination or
reduction of conflicts of interest when making subawards. Recipients and pass-through entities are
also required to follow any applicable federal or SLTT statutes or regulations governing conflicts of
interest in the making of subawards.
The recipient or pass-through entity must disclose to the respective Preparedness Officer or Program
Manager, in writing, any real or potential conflict of interest that may arise during the administration
of the federal award, as defined by the federal or SLTT statutes or regulations or their own existing
policies, within five calendar days of learning of the conflict of interest. Similarly, subrecipients,
whether acting as subrecipients or as pass-through entities, must disclose any real or potential
conflict of interest to the recipient or next-level pass-through entity as required by the recipient or
pass-through entity’s conflict of interest policies, or any applicable federal or SLTT statutes or
regulations.
Conflicts of interest may arise during the process of FEMA making a federal award in situations
where an employee, officer, or agent, any members of their immediate family or their partner has a
close personal relationship, a business relationship, or a professional relationship, with an applicant,
subapplicant, recipient, subrecipient, or FEMA employee.
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6.6.Procurement Integrity
Through audits conducted by the DHS Office of Inspector General (OIG) and FEMA grant monitoring,
findings have shown that some FEMA recipients have not fully adhered to the proper procurement
requirements when spending grant funds. Anything less than full compliance with federal
procurement requirements jeopardizes the integrity of the grant, as well as the grant program. To
assist with determining whether an action is a procurement or instead a subaward, please consult 2
C.F.R § 200.331. For detailed guidance on the federal procurement standards, recipients and
subrecipients should refer to various materials issued by FEMA’s Procurement Disaster Assistance
Team (PDAT), such as the PDAT Field Manual and Contract Provisions Guide. Additional resources,
including an upcoming trainings schedule, can be found on the PDAT’s Contracting with Federal
Funds for Goods and Services Before, During and After Disasters page on FEMA.gov.
The subsections below highlight the federal procurement requirements for FEMA recipients when
procuring goods and services with federal grant funds. FEMA will include a review of recipients’
procurement practices as part of the normal monitoring activities. All procurement activity must be
conducted in accordance with federal procurement standards at 2 C.F.R. §§ 200.317–200.327.
Select requirements under these standards are listed below. The recipient and any of its
subrecipients must comply with all requirements, even if they are not listed below.
Under 2 C.F.R. § 200.317, when procuring property and services under a federal award, states
(including territories) must follow the same policies and procedures they use for procurements from
their non-federal funds; additionally, states must follow 2 C.F.R. § 200.321 regarding socioeconomic
steps, § 200.322 regarding domestic preferences for procurements, § 200.323 regarding
procurement of recovered materials, and § 200.327 regarding required contract provisions.
All other non-federal entities, such as tribes, local governments, and nonprofit organizations, must
have and use their own documented procurement procedures that reflect applicable SLTT laws and
regulations, provided that the procurements conform to applicable federal law and the standards
identified in 2 C.F.R. Part 200. These standards include, but are not limited to, providing for full and
open competition consistent with the standards of 2 C.F.R. § 200.319 and § 200.320.
6.6.1. IMPORTANT CHANGES TO PROCUREMENT STANDARDS IN 2 C.F.R. PART 200
OMB recently updated various parts of Title 2 of the Code of Federal Regulations, among them, the
procurement standards. States are now required to follow the socioeconomic steps in soliciting small
and minority businesses, women’s business enterprises, and labor surplus area firms per 2 C.F.R. §
200.321. All non-federal entities should also, to the greatest extent practicable under a federal
award, provide a preference for the purchase, acquisition, or use of goods, products, or materials
produced in the United States per 2 C.F.R. § 200.322. More information on OMB’s revisions to the
federal procurement standards can be found in the Purchasing Under a FEMA Award: OMB Revisions
Fact Sheet.
The recognized procurement methods in 2 C.F.R. § 200.320 have been reorganized into informal
procurement methods, which include micro-purchases and small purchases; formal procurement
methods, which include sealed bidding and competitive proposals; and noncompetitive
procurements. The federal micro-purchase threshold is currently $10,000, and non-state entities
may use a lower threshold when using micro-purchase procedures under a FEMA award. If a non-
state entity wants to use a micro-purchase threshold higher than the federal threshold, it must follow
the requirements of 2 C.F.R. § 200.320(a)(1)(iii)-(v). For small purchase procedures (2 C.F.R. §
200.320(a)(2)) under a FEMA award, the federal Simplified Acquisition Threshold (SAT) is currently
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$250,000, and a non-state entity may use a lower threshold but may not exceed the federal
threshold. See 2 C.F.R. § 200.1 (citing the definition of SAT from 48 C.F.R. Part 2, Subpart 2.1).
See 2 C.F.R. § 200.216, § 200.471, and Appendix II as well as FEMA Policy #405-143-1,
Prohibitions on Expending FEMA Award Funds for Covered Telecommunications Equipment or
Services, the relevant program NOFO, and this manual regarding prohibitions on covered
telecommunications equipment or services.
6.6.2. COMPETITION AND CONFLICTS OF INTEREST
Among the requirements of 2 C.F.R. § 200.319(b) applicable to all non-federal entities other than
states, to ensure objective contractor performance and eliminate unfair competitive advantage,
contractors that develop or draft specifications, requirements, statements of work, or invitations for
bids or requests for proposals must be excluded from competing for such procurements. FEMA
considers these actions to be an organizational conflict of interest and interprets this restriction as
applying to contractors that help a non-federal entity develop its grant application, project plans, or
project budget. This prohibition also applies to the use of former employees to manage the grant or
carry out a contract when those former employees worked on such activities while they were
employees of the non-federal entity.
Under this prohibition, unless the non-federal entity solicits for and awards a contract covering both
development and execution of specifications (or similar elements as described above), and this
contract was procured in compliance with 2 C.F.R. §§ 200.317 – 200.327, federal funds cannot be
used to pay a contractor to carry out the work if that contractor also worked on the development of
those specifications. This rule applies to all contracts funded with federal grant funds, including pre-
award costs, such as grant writer fees, as well as post-award costs, such as grant management fees.
Additionally, some of the situations considered to be restrictive of competition include, but are not
limited to:
.
.
.
.
.
.
Placing unreasonable requirements on firms for them to qualify to do business;
Requiring unnecessary experience and excessive bonding;
Noncompetitive pricing practices between firms or between affiliated companies;
Noncompetitive contracts to consultants that are on retainer contracts;
Organizational conflicts of interest;
Specifying only a “brand name” product instead of allowing “an equal” product to be offered and
describing the performance or other relevant requirements of the procurement; and
.Any arbitrary action in the procurement process.
Per 2 C.F.R. § 200.319(c), non-federal entities other than states must conduct procurements in a
manner that prohibits the use of statutorily or administratively imposed SLTT geographical
preferences in the evaluation of bids or proposals, except in those cases where applicable federal
statutes expressly mandate or encourage geographic preference. Nothing in this section preempts
state licensing laws. When contracting for architectural and engineering services, geographic
location may be a selection criterion provided its application leaves an appropriate number of
qualified firms, given the nature and size of the project, to compete for the contract.
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Under 2 C.F.R. § 200.318(c)(1), non-federal entities other than states are required to maintain
written standards of conduct covering conflicts of interest and governing the actions of their
employees engaged in the selection, award, and administration of contracts. No employee, officer, or
agent may participate in the selection, award, or administration of a contract supported by a federal
award if he or she has a real or apparent conflict of interest. Such conflicts of interest would arise
when the employee, officer or agent, any member of his or her immediate family, his or her partner,
or an organization that employs or is about to employ any of the parties indicated herein, has a
financial or other interest in or a tangible personal benefit from a firm considered for a contract. The
officers, employees, and agents of the non-federal entity may neither solicit nor accept gratuities,
favors, or anything of monetary value from contractors or parties to subcontracts. However, non-
federal entities may set standards for situations in which the financial interest is not substantial, or
the gift is an unsolicited item of nominal value. The standards of conduct must provide for
disciplinary actions to be applied for violations of such standards by officers, employees, or agents of
the non-federal entity.
Under 2 C.F.R. § 200.318(c)(2), if the recipient or subrecipient (other than states) has a parent,
affiliate, or subsidiary organization that is not an SLTT government, the non-federal entity must also
maintain written standards of conduct covering organizational conflicts of interest. In this context,
organizational conflict of interest means that because of a relationship with a parent company,
affiliate, or subsidiary organization, the non-federal entity is unable or appears to be unable to be
impartial in conducting a procurement action involving a related organization. The non-federal entity
must disclose in writing any potential conflicts of interest to FEMA or the pass-through entity in
accordance with applicable FEMA policy.
6.6.3. SUPPLY SCHEDULES AND PURCHASING PROGRAMS
Generally, a non-federal entity may seek to procure goods or services from a federal supply schedule,
state supply schedule, or group purchasing agreement.
6.6.4. GENERAL SERVICES ADMINISTRATION SCHEDULES
States, tribes, local governments, and any instrumentality thereof (such as local education agencies
or institutions of higher education), may procure goods and services from a General Services
Administration (GSA) schedule. GSA offers multiple efficient and effective procurement programs for
SLTT governments, and instrumentalities thereof, to purchase products and services directly from
pre-vetted contractors. The GSA schedules (also referred to as the Multiple Award Schedules and the
Federal Supply Schedules) are long-term government-wide contracts with commercial firms that
provide access to millions of commercial products and services at volume discount pricing.
Information about GSA programs for states, tribes, and local governments, and instrumentalities
thereof, can be found at the Programs for State and Local Governments and State and Local
Governments pages on GSA.gov.
For tribes, local governments, and their instrumentalities that purchase off of a GSA schedule, this
will satisfy the federal requirements for full and open competition provided that the recipient follows
the GSA ordering procedures; however, tribes, local governments, and their instrumentalities will still
need to follow the other rules under 2 C.F.R. §§ 200.317–200.327, such as solicitation of minority
businesses, women’s business enterprises, small businesses, or labor surplus area firms (§
200.321), domestic preferences (§ 200.322), contract cost and price (§ 200.324), and required
contract provisions (§ 200.327 and Appendix II).
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6.6.5. OTHER SUPPLY SCHEDULES AND PROGRAMS
For non-federal entities other than states, such as tribes, local governments, and nonprofits, that
want to procure goods or services from a state supply schedule, cooperative purchasing program, or
other similar program, for such procurements to be permissible under federal requirements, the
following must be true:
.The procurement of the original contract or purchasing schedule and its use by the non-federal
entity complies with state and local law, regulations, and written procurement procedures;
.The state or other entity that originally procured the original contract or purchasing schedule
entered into the contract or schedule with the express purpose of making it available to the non-
federal entity and other similar types of entities;
.
.
.
The contract or purchasing schedule specifically allows for such use, and the work to be
performed for the non-federal entity falls within the scope of work under the contract as to type,
amount, and geography;
The procurement of the original contract or purchasing schedule complied with all the
procurement standards applicable to a non-federal entity other than states under at 2 C.F.R. §§
200.317–200.327; and
With respect to the use of a purchasing schedule, the non-federal entity must follow ordering
procedures that adhere to applicable SLTT laws and regulations and the minimum requirements
of full and open competition under 2 C.F.R. Part 200.
If a non-federal entity other than a state seeks to use a state supply schedule, cooperative
purchasing program, or other similar type of arrangement, FEMA recommends the recipient discuss
the procurement plans with its FEMA Preparedness Officer or Program Manager.
6.6.6. PROCUREMENT DOCUMENTATION
Per 2 C.F.R. § 200.318(i), non-federal entities other than states and territories are required to
maintain and retain records sufficient to detail the history of procurement covering at least the
rationale for the procurement method, contract type, contractor selection or rejection, and the basis
for the contract price. States and territories are encouraged to maintain and retain this information
as well and are reminded that for any cost to be allowable, it must be adequately documented per 2
C.F.R. § 200.403(g).
Examples of the types of documents that would cover this information include but are not limited to:
.Solicitation documentation, such as requests for quotes, invitations for bids, or requests for
proposals;
.
.
Responses to solicitations, such as quotes, bids, or proposals;
Pre-solicitation independent cost estimates and post-solicitation cost/price analyses on file for
review by federal personnel, if applicable;
.Contract documents and amendments, including required contract provisions; and
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.Other documents required by federal regulations applicable at the time a grant is awarded to a
recipient.
Additional information on required procurement records can be found on pages 24–26 of the PDAT
Field Manual.
6.7.Financial Assistance Programs for Infrastructure
6.7.1. BUILD AMERICA, BUY AMERICA ACT
Recipients and subrecipients must comply with the Text - H.R.3684 - 117th Congress (2021-2022):
Infrastructure Investment and Jobs Act | Congress.gov | Library of Congress, which was enacted as
part of the Infrastructure Investment and Jobs Act §§ 70901-70927, Pub. L. No. 117-58 (2021); and
the Executive Order on Ensuring the Future Is Made in All of America by All of America's Workers |
The White House. See also 2 C.F.R. Part 184 and OMB Memorandum M-24-02, Implementation
Guidance on Application of Buy America Preference in Federal Financial Assistance Programs for
Infrastructure.
None of the funds provided under HSGP, THSGP, NSGP, TSGP, IBSGP, PSGP, the IPR Program, and
the EMPG Program may be used for a project for infrastructure unless the iron and steel,
manufactured products, and construction materials used in that infrastructure are produced in the
United States.
Additional information on the Buy America preference can be found in the program-specific NOFO.
6.8.Records Retention
6.8.1. RECORD RETENTION PERIOD
Financial records, supporting documents, statistical records, and all other non-federal entity records
pertinent to a federal award generally must be maintained for at least three years from the date the
final FFR is submitted. See 2 C.F.R. § 200.334. Further, if the recipient does not submit a final FFR
and the award is administratively closed, FEMA uses the date of administrative closeout as the start
of the general record retention period.
The record retention period may be longer than three years or have a different start date in certain
cases. These include:
.Records for real property and equipment acquired with federal funds must be retained for three
years after final disposition of the property. See 2 C.F.R. § 200.334(c).
.If any litigation, claim, or audit is started before the expiration of the three-year period, the
records must be retained until all litigation, claims, or audit findings involving the records have
been resolved and final action taken. See 2 C.F.R. § 200.334(a).
.The record retention period will be extended if the recipient is notified in writing of the extension
by FEMA, the cognizant or oversight agency for audit, or the cognizant agency for indirect costs.
See 2 C.F.R. § 200.334(b).
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.
.
Where FEMA requires recipients to report program income after the POP ends, the program
income record retention period begins at the end of the recipient’s fiscal year in which program
income is earned. See 2 C.F.R. § 200.334(e).
For indirect cost rate proposals, cost allocation plans, or other rate computations records, the
start of the record retention period depends on whether the indirect cost rate documents were
submitted for negotiation. If the indirect cost rate documents were submitted for negotiation, the
record retention period begins from the date those documents were submitted for negotiation. If
indirect cost rate documents were not submitted for negotiation, the record retention period
begins at the end of the recipient’s fiscal year or other accounting period covered by that indirect
cost rate. See 2 C.F.R. § 200.334(f).
6.8.2. TYPES OF RECORDS TO RETAIN
FEMA requires that non-federal entities maintain the following documentation for federally funded
purchases:
.
.
.
.
.
.
.
.
Specifications;
Solicitations;
Competitive quotes or proposals;
Basis for selection decisions;
Purchase orders;
Contracts;
Invoices; and
Canceled checks.
Non-federal entities should keep detailed records of all transactions involving the grant. FEMA may
at any time request copies of any relevant documentation and records, including purchasing
documentation along with copies of canceled checks for verification. See, e.g., 2 C.F.R. § 200.318(i),
§ 200.334, § 200.337.
For any cost to be allowable, it must be adequately documented per 2 C.F.R. § 200.403(g). Non-
federal entities who fail to fully document all purchases may find their expenditures questioned and
subsequently disallowed.
6.9.Actions to Address Noncompliance
Non-federal entities receiving financial assistance from FEMA are required to comply with
requirements in the terms and conditions of their awards or subawards, including the terms set forth
in applicable federal statutes, regulations, NOFOs, policies, and this manual. Throughout the award
lifecycle or even after an award has been closed, FEMA or the pass-through entity may discover
potential or actual noncompliance on the part of a recipient or subrecipient. This potential or actual
noncompliance may be discovered through routine monitoring, audits, closeout, or reporting from
various sources.
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In the case of any potential or actual noncompliance, FEMA may place special conditions on an
award per 2 C.F.R. § 200.208 and § 200.339, FEMA may place a hold on funds until the matter is
corrected, or additional information is provided per 2 C.F.R. § 200.339, or it may do both. Similar
remedies for noncompliance with certain federal civil rights laws are authorized pursuant to 44 C.F.R
Parts 7 and 19.
In the event the noncompliance is not able to be corrected by imposing additional conditions or the
recipient or subrecipient refuses to correct the matter, FEMA might take other remedies allowed
under 2 C.F.R. § 200.339. These remedies include actions to disallow costs, recover funds, wholly or
partially suspend, or terminate the award, initiate suspension and debarment proceedings, withhold
further federal awards, or take other remedies that may be legally available. For further information
on termination due to noncompliance, see the section on Termination Provisions in the relevant
NOFO.
FEMA may discover and take action on noncompliance even after an award has been closed. The
closeout of an award does not affect FEMA’s right to disallow costs and recover funds if the action to
disallow costs takes place during the record retention period. See 2 C.F.R. § 200.334, § 200.345(a).
Closeout also does not affect the obligation of the non-federal entity to return any funds due as a
result of later refunds, corrections, or other transactions. See 2 C.F.R. § 200.345(a)(2).
The types of funds FEMA might attempt to recover include, but are not limited to, improper
payments, cost share reimbursements, program income, interest earned on advance payments, or
equipment disposition amounts.
FEMA may seek to recover disallowed costs through a Notice of Potential Debt Letter, a Remedy
Notification, or other letter. The document will describe the potential amount owed, the reason why
FEMA is recovering the funds, the recipient’s appeal rights, the requirement to retain records, how
the amount can be paid, and the consequences, including billing and collection, for not appealing or
paying the amount by the deadline.
If the recipient neither appeals nor pays the amount by the deadline, the amount owed will become
final. Potential consequences if the debt is not paid in full or otherwise resolved by the deadline
include the assessment of interest, administrative fees, and penalty charges; administratively
offsetting the debt against other payable federal funds; and transferring the debt to the U.S.
Department of the Treasury for collection. FEMA notes the following common areas of
noncompliance for the preparedness grant programs:
.
.
.
.
.
Insufficient documentation and lack of record retention;
Failure to follow the procurement under grants requirements;
Failure to submit closeout documents in a timely manner;
Failure to follow EHP requirements; and
Failure to comply with the POP deadline.
6.10. Audits
FEMA grant recipients are subject to audit oversight from multiple entities including DHS OIG, the
Government Accountability Office (GAO), the pass-through entity, or independent auditing firms for
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single audits, and may cover activities and costs incurred under the award. Auditing agencies such
as the DHS OIG, the GAO, and the pass-through entity (if applicable), and FEMA in its oversight
capacity, must have access to records pertaining to the FEMA award. Recipients and subrecipients
must retain award documents for at least three years from the date the final FFR is submitted, and
even longer in many cases subject to the requirements of 2 C.F.R. § 200.334. In the case of
administrative closeout, documents must be retained for at least three years from the date of
closeout, or longer subject to the requirements of 2 C.F.R. § 200.334. If documents are retained
longer than the required retention period, the DHS OIG, the GAO, and the pass-through entity, as well
as FEMA in its oversight capacity, have the right to access these records as well. See 2 C.F.R. §
200.334, § 200.337.
Additionally, non-federal entities must comply with the single audit requirements at 2 C.F.R. Part
200, Subpart F. Specifically, non-federal entities, other than for-profit subrecipients, that expend
$750,000 or more in federal awards during their fiscal year must have a single or program-specific
audit conducted for that year in accordance with Subpart F. 2 C.F.R. § 200.501. A single audit covers
all federal funds expended during a fiscal year, not just FEMA funds. The cost of audit services may
be allowable per 2 C.F.R. § 200.425, but non-federal entities must select auditors in accordance
with 2 C.F.R. § 200.509, including following the proper procurement procedures.
The objectives of single audits are to:
.Determine whether financial statements conform to generally accepted accounting principles
(GAAP);
.
.
Determine whether the schedule of expenditures of federal awards (SEFA) is presented fairly;
Understand, assess, and test the adequacy of internal controls for compliance with major
programs; and
.Determine whether the entity complied with applicable laws, regulations, and contracts or grants.
For single audits, the auditee is required to prepare financial statements reflecting its financial
position, a SEFA, and a summary of the status of prior audit findings and questioned costs. The
auditee also is required to follow up and take appropriate corrective actions on new and previously
issued but not yet addressed audit findings. The auditee must prepare a CAP to address the new
audit findings. See 2 C.F.R. § 200.508, § 200.510, § 200.511.
Non-federal entities must have an audit conducted, either single or program-specific, of their
financial statements and federal expenditures annually or biennially pursuant to 2 C.F.R. § 200.504.
Non-federal entities must also follow the information submission requirements of 2 C.F.R. §
200.512, including submitting the audit information to the Federal Audit Clearinghouse within the
earlier of 30 calendar days after receipt of the auditor’s report(s) or nine months after the end of the
audit period. The audit information to be submitted include the data collection form described at 2
C.F.R. § 200.512(b) and Appendix X to 2 C.F.R. Part 200 as well as the reporting package described
at 2 C.F.R. § 200.512(c).
The non-federal entity must retain one copy of the data collection form and one copy of the reporting
package for three years from the date of submission to the Federal Audit Clearinghouse. 2 C.F.R. §
200.512(f); see also 2 C.F.R. § 200.517 (setting requirements for retention of documents by the
auditor and access to audit records in the auditor’s possession).
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FEMA, the DHS OIG, the GAO, and the pass-through entity (if applicable), as part of monitoring or as
part of an audit, may review a non-federal entity’s compliance with the single audit requirements. In
cases of continued inability or unwillingness to have an audit conducted in compliance with 2 C.F.R.
Part 200, Subpart F, FEMA and the pass-through entity, if applicable, are required to take
appropriate remedial action under 2 C.F.R. § 200.339 for noncompliance, pursuant to 2 C.F.R. §
200.505.
6.11. Reporting Issues of Fraud, Waste, and Abuse
Recipients, subrecipients, SAAs, and any other applicable stakeholder at any time may report issues
of fraud, waste, abuse, and mismanagement, or other criminal or noncriminal misconduct to the
Office of Inspector General (OIG) Hotline. The toll-free numbers to call are 1 (800) 323-8603, and
TTY 1 (844) 889-4357.
6.12. Payment Information
Payment requests are submitted through FEMA GO for awards obligated in FY 2024 and going
forward. For awards obligated prior to FY 2024 in the ND Grants System, the payment request is
submitted through PARS.
6.13. Whole Community Preparedness
Preparedness is a shared responsibility that calls for the involvement of everyone—not just the
government—in preparedness efforts. By working together, everyone can help keep the nation safe
from harm and help keep it resilient when struck by hazards, such as natural disasters, acts of
terrorism, and pandemics. Whole Community includes, but is not limited to:
.Individuals and families, including those with disabilities and others with access and functional
needs;
.
.
.
.
.
.
Businesses;
Faith-based and community organizations;
Nonprofit groups;
Schools and academia;
Media outlets; and
All levels of government, including SLTT and federal partners.
The phrase “Whole Community” often appears in preparedness materials, as it is one of the guiding
principles. It means two things:
.
.
Involving people in the development of national preparedness documents; and
Ensuring their roles and responsibilities are reflected in the content of the materials.
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By engaging Whole Community stakeholders, preparedness grant recipients can help FEMA develop
and promote a suite of well-targeted solutions for individuals and communities to adopt. Recipients
should coordinate preparedness initiatives with FEMA and whole community partners to efficiently
apply federal funding to reach the goal of individual and community resilience.
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7. Resources
7.1.Department of Homeland Security/FEMA Provided Training and
Education
FEMA offers tuition-free training and education programs and courses through several providers
including the Center for Domestic Preparedness (CDP), the Emergency Management Institute (EMI),
and NTED’s Training Partner Program (TPP). TPP includes the Center for Homeland Defense and
Security, National Domestic Preparedness Consortium, Rural Domestic Preparedness Consortium,
and training partners through the Continuing Training Grants (CTG) program.
7.2.Training Not Provided by the Department of Homeland Security/FEMA
Trainings not provided by DHS/FEMA include courses that are either state-sponsored or federal-
sponsored (non-DHS/FEMA), coordinated and approved by the State Administrative Agency (SAA) or
their designated Training Point of Contact (TPOC), and fall within the FEMA mission scope to prepare
SLTT personnel to prevent, protect against, mitigate, and respond to acts of terrorism or catastrophic
events. These trainings often pertain to the HSGP and THSGP.
.State Sponsored Courses. These courses are developed for and/or delivered by institutions or
organizations other than federal entities or FEMA and are sponsored by the SAA or their
designated TPOC.
.Joint Training and Exercises with the Public and Private Sectors. These courses are sponsored
and coordinated by private sector entities to enhance public-private partnerships for training
personnel to prevent, protect against, mitigate, and respond to acts of terrorism or catastrophic
events. In addition, states, territories, tribes, and high-risk urban areas are encouraged to
incorporate the private sector in government-sponsored training and exercises.
Additional information on both FEMA provided training and other federal and state training can be
found at firstrespondertraining.gov.
7.3.Training Information Reporting System (“Web-Forms”)
Web-Forms is an electronic data management system built to assist recipients and federal agencies
with submitting non-NTED provided training courses for inclusion in the State/Federal-Sponsored
Course Catalog through electronic forms. The information collected is used in a two-step review
process to ensure the training programs adhere to the intent of the guidance and the course content
is structurally sound and current. As these programs may be delivered nationwide, it is vital to ensure
each training program’s viability and relevance to the Homeland Security mission. Reporting training
activities through Web-Forms is not required under present funding. However, the system remains
available and can be accessed through the Web-Forms section of the FEMA National Preparedness
Course Catalog to support recipients in their own tracking of training deliveries. Users need to
request First Responder Training System (FRTS) Admin rights from NTED to access the Web-Forms.
7.4.FEMA’s National Preparedness Course Catalog
Recipients are also encouraged to utilize FEMA’s National Preparedness Course Catalog. Trainings
include programs or courses developed for and delivered by institutions and organizations funded by
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FEMA. This includes CDP, EMI, and TPP, CTG, the National Domestic Preparedness Consortium (NDPC),
the Rural Domestic Preparedness Consortium (RDPC), and other partners.
The catalog features a wide range of course topics in multiple delivery modes to meet FEMA’s mission
scope as well as the increasing training needs of federal and SLTT audiences. The catalog can be
accessed at the NTED National Preparedness Course Catalog page on firstrespondertraining.gov.
Some exercise and training activities require EHP Review, including those that require any type of land,
water, or vegetation disturbance or building of temporary structures or that are not located at facilities
designed to conduct training and exercises. Additional information on training requirements and EHP
review can be found online at the Environmental & Historic Preservation Guidance for FEMA Grant
Applications page on FEMA.gov.
7.5.Exercises
Exercises conducted with grant funding should be managed and conducted consistent with
Homeland Security Exercise and Evaluation Program (HSEEP). HSEEP guidance for exercise design,
development, conduct, evaluation, and improvement planning is located at the HSEEP page on
FEMA.gov.
7.6.Planning Assistance
FEMA’s NPD offers TA that is designed to provide recipients and subrecipients with specialized
expertise to improve and enhance the continuing development of state and local emergency
management across the five mission areas of the Goal and across all core capabilities. TA provides
the opportunity to engage emergency managers, emergency planners, and appropriate decision-
makers in open discussion of options to improve plans and planning considering their jurisdiction’s
needs. Although there is no direct cost to approved jurisdictions for FEMA TA, jurisdictions are
expected to invest staff resources and take ownership of the resulting products and tools.
TA deliveries combine current emergency management best practices with practical consideration of
emerging trends, through discussion facilitated by FEMA contract specialists and with the support of
FEMA Region operational specialists. Additionally, peer-to-peer representation may also be included
from other jurisdictions that have recently addressed the same planning issue. The TA request form
can be accessed at the NIMS Implementation and Training page on FEMA.gov
7.7.Training Information
States, territories, tribal entities, and high-risk urban areas do not need to request approval from
FEMA for personnel to attend non-DHS/FEMA training if the training is coordinated with and
approved by the state, territory, tribal, or high-risk urban area TPOC and falls within the FEMA
mission scope and the jurisdiction’s Emergency Operations Plan (EOP). For additional information on
review and approval requirements for training courses funded with preparedness grants, see FEMA
Policy #207-22-0002, Prohibited or Controlled Equipment Under FEMA Awards.
FEMA will conduct periodic reviews of all SLTT entities, and high-risk urban area training funded by
FEMA. These reviews may include requests for all course materials and physical observation of, or
participation in, the funded training. If these reviews determine that courses are outside the scope of
this guidance, recipients will be asked to repay grant funds expended in support of those efforts. For
further information on developing courses using the Analysis, Design, Development, Implementation,
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and Evaluation (ADDIE) model and tools that can facilitate the process, SAAs and TPOCs are
encouraged to review the NTED Training Resource and Development Center.
7.8.Weblinks
.U.S. Department of Transportation (DOT) “RAISE” grants for National Infrastructure Investments
may include funding to support roads, bridges, transit, rail, ports, or intermodal transportation.
See the RAISE Discretionary Grants page on Transportation.gov for more information.
.Cybersecurity Assessment Evaluation and Standardization, Cyber Resilience Review, Cyber
Infrastructure Survey, and other resources are available via CISA. See the Cyber Resource Hub
for additional information.
7.9.Emergency Management Accreditation Program
States can encourage their local jurisdictions to pursue assessment and accreditation under the
Emergency Management Accreditation Program (EMAP). EMAP’s assessment and accreditation of
emergency management organizations against consensus-based, American National Standards
Institute (ANSI)-certified standards allows for standardized benchmarking of critical functions
necessary for an emergency management organization to meet the core capabilities identified in the
Goal. Additional information on the EMAP Standard is available on the EMAP website.
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8. Homeland Security Grant Program and Tribal
Homeland Security Grant Program
8.1.Alignment to the National Preparedness System (Homeland Security
Grant Program, Tribal Homeland Security Grant Program)
The Nation uses the National Preparedness System to build, sustain, and deliver core capabilities to
achieve the Goal. HSGP and THSGP recipients use the National Preparedness System to support their
efforts to build, sustain, and deliver these core capabilities, which are essential for each of the five
mission areas outlined in the Goal. The components of the National Preparedness System are
Identifying and Assessing Risk, Estimating Capability Requirements, Building and Sustaining
Capabilities, Planning to Deliver Capabilities, Validating Capabilities, and Reviewing and Updating.
Additional information on the National Preparedness System is available at the National
Preparedness System page on FEMA.gov.
As the National Preparedness System matures, we are getting better data on our capabilities as a
Nation that can be used to drive our focus and our resources at all levels. States, tribes, and
territories provide annual data on their proficiency across 32 core capabilities through the THIRA,
Stakeholder Preparedness Review (SPR), exercise and real world After-Action Reports (AAR), and
other preparedness data. These data feed into the National Preparedness Report and form a shared
national picture of needs relative to capability gaps, including what threats and hazards are posing
the greatest risks and what core capabilities are most in need of improvement or sustainment.
Communities and federal agencies alike use these data to prioritize, synchronize, and guide
programs and activities to build and sustain capabilities. FEMA requires recipients to prioritize grant
funding to demonstrate how investments support identified national priorities (for HSGP only) and
building capability, closing capability gaps, or sustaining capabilities as defined by Comprehensive
Preparedness Guide (CPG) 201: THIRA/SPR Guide, Third Edition. Analytic results help shape
prioritization decisions at FEMA and across the nation to make sure we are focusing our time and
our resources in the right areas.
The HSGP and THSGP provide financial support to SLTT jurisdictions to help them build, sustain, and
deliver core capabilities identified in the Goal. Key focus areas and requirements of both the HSGP
and THSGP are to prevent terrorism and other catastrophic events and to prepare the Nation for the
threats and hazards that pose the greatest risk to the security of the United States and Tribal
Nations, including risks along the nation’s borders. When applicable, funding should support
deployable assets that can be used anywhere in the nation through automatic assistance and
mutual aid agreements, including, but not limited to, the EMAC.
The HSGP and THSGP support investments that improve the ability of jurisdictions nationwide to:
.
.
Prevent a threatened or an actual act of terrorism;
Protect citizens, residents, visitors, and assets against the threats that pose the greatest risk to
the security of the United States;
.
.
Mitigate the loss of life and property by lessening the impact of future catastrophic events;
and/or
Respond quickly to save lives, protect property and the environment, and meet basic human
needs in the aftermath of a catastrophic incident.
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8.2.Reporting on the Implementation of the National Preparedness
System (Homeland Security Grant Program, Tribal Homeland Security
Grant Program)
8.2.1. IDENTIFYING AND ASSESSING RISK AND ESTIMATING CAPABILITY
REQUIREMENTS
HSGP: By Dec. 31 each year, states, territories, and high-risk urban area HSGP recipients are
required to complete an SPR that addresses all 32 core capabilities and is compliant with CPG 201,
Third Edition. Additionally, every three years recipients are required to complete a THIRA. In 2020,
jurisdictions began the requirement to respond to a series of planning-related questions as part of
the THIRA/SPR.
THSGP: THSGP recipients are required to complete a THIRA every three years. Tribes with open
THSGP awards must update their SPR inputs and Secondary Assessments (described in Section
8.2.4 “Planning to Deliver Capabilities” and Section 8.2.3 "National Incident Management System
Implementation”) for activities completed in each respective calendar year (CY) throughout the POP,
starting the CY after funding is awarded.
New THSGP recipients are required to complete the THIRA, SPR, and Secondary Assessments by
Dec. 31 of the year following award issuance. New THSGP recipients are recipients that have not
received THSGP funding in the past three years. The THIRA/SPR must address all 32 core
capabilities and be compliant with the CPG 201, Third Edition. When applying for THSGP funding,
tribes that were awarded THSGP funding during the previous two years are expected to prioritize and
align grant funding investments in building and sustaining capabilities as identified in their THIRA
and SPR.
For additional guidance on the THIRA/SPR, please refer to CPG 201, Third Edition.
Reporting
.States, tribes (with the exception of new THSGP recipients as noted above), and territories will
submit their THIRA and SPR through the URT on the Preparedness Toolkit no later than Dec. 31
of the applicable year (every three years for THIRA and each year for SPR) for which the recipient
has an open award.
o If a THSGP recipient has completed closeout for their THSGP grant award POP, they do not
have to submit the THIRA/SPR as the requirement does not apply to closed awards.
.
.
High-risk urban areas that receive UASI funding will submit their SPR through the URT on
Preparedness Toolkit no later than Dec. 31 for the years they have UASI open grants. If a UASI
recipient has completed closeout for their UASI grant award POP, they do not have to submit a
THIRA/SPR as the requirement is not applicable to closed grant awards. While UASIs that have
completed closeout for the award POP are not required to complete a THIRA/SPR, it is
encouraged.
Calendar year 2022 was the start of the new 3-year THIRA/SPR cycle and baseline assessment
year for existing recipients. Any new grant recipients for which the THIRA/SPR requirement
applies will start their new 3-year THIRA/SPR cycle and baseline assessment year in the year
during which they apply. States, territories, and high-risk urban areas should work collaboratively
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to create the most accurate THIRA and SPR possible. States, territories, and high-risk urban
areas may share scenarios, targets, and assessed capabilities when appropriate.
.Please contact FEMA-SPR@fema.dhs.gov if you have questions.
8.2.2. BUILDING AND SUSTAINING CAPABILITIES
States, territories, and high-risk urban areas must prioritize and align SHSP and UASI grant funding
investments in building and sustaining capabilities in areas that align with the national priorities in
the annual HSGP NOFO, and capability gaps identified in their THIRA and SPR. Tribes receiving
THSGP funds must prioritize and align grant funding investments in building and sustaining
capabilities as identified in their THIRA and SPR. When applying for THSGP funding, tribes that were
awarded THSGP funding during the previous two years are expected to prioritize and align grant
funding investments in building and sustaining capabilities as identified in their THIRA and SPR.
Reporting
Within the BSIR and as part of programmatic monitoring, recipients must describe how expenditures
support building capability, closing capability gaps, or sustaining capabilities identified in the THIRA
and SPR. Recipients must, on a project-by-project basis, check one of the following:
.
.
Building a capability with HSGP or THSGP funding; and
Sustaining a capability with HSGP or THSGP funding.
8.2.3. NATIONAL INCIDENT MANAGEMENT SYSTEM IMPLEMENTATION
Recipients receiving HSGP or THSGP funding are required to implement NIMS. HSGP and THSGP
recipients must use standardized resource management concepts for resource typing, credentialing,
and an inventory to facilitate the effective identification, dispatch, deployment, tracking, and
recovery of resources.
Reporting
.Recipients report in the applicable secondary NIMS assessment portion of the URT as part of
their THIRA/SPR submission, as outlined in the HSGP or THSGP NOFO.
8.2.4. PLANNING TO DELIVER CAPABILITIES
HSGP and THSGP recipients shall develop and maintain, jurisdiction-wide, all threats and hazards
EOPs consistent with CPG 101, Version 3.0 (CPG 101 v3), Developing and Maintaining Emergency
Operations Plans (September 2021). For HSGP, recipients must update their EOPs at least once
every two years. For THSGP, recipients must submit an EOP once during the POP.
Reporting
.Recipients report EOP compliance with CPG 101 v3 by completing the secondary CPG 101 v3
assessment portion of the URT as part of their THIRA/SPR submission.
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8.2.5. VALIDATING CAPABILITIES
All HSGP and THSGP recipients will develop and maintain a progressive exercise program consistent
with HSEEP guidance in support of the National Exercise Program (NEP). THSGP recipients are
required to develop and maintain this program regardless of whether the tribe planned to use THSGP
funding for exercises. The NEP serves as the principal exercise mechanism for examining national
preparedness and measuring readiness. The NEP is a two-year cycle of exercises across the nation
that validates capabilities in all preparedness mission areas. The two-year NEP cycle is guided by
Principals’ Strategic Priorities, established by the National Security Council, and informed by
preparedness data from jurisdictions across the Nation.
To develop and maintain a progressive exercise program consistent with HSEEP and in support of
the NEP, recipients should engage senior leaders and other whole community stakeholders to
identify preparedness priorities. These priorities should be informed by various factors, including
jurisdiction-specific threats and hazards (i.e., the THIRA); areas for improvement identified by real-
world events and exercises; external requirements such as state or national preparedness reports,
homeland security policy, and industry reports; and accreditation standards, regulations, or
legislative requirements. Recipients should document these priorities and use them to deploy a
schedule of preparedness events in a multi-year Integrated Preparedness Plan (IPP). Information
related to Integrated Preparedness Planning Workshops (IPPWs) can be found on the HSEEP page
on FEMA.gov and the Preparedness Toolkit.
The NEP provides exercise sponsors the opportunity to receive exercise design and delivery
assistance, tools and resources, enhanced coordination, and the ability to directly influence and
inform policy and preparedness programs. If you have any questions, or would like to request
assistance through the NEP, please visit the NEP website on the Exercises page on FEMA.gov, or
reach out to the NEP directly at NEP@fema.dhs.gov.
Reporting
.Recipients must have a current multi-year IPP that identifies preparedness priorities and
activities. The current multi-year IPP must be submitted to hseep@fema.dhs.gov before Jan. 31
of each year:
o Recipients are encouraged to enter their exercise information into the Preparedness Toolkit.
.
.
Recipients must submit AARs/Improvement Plans (IPs) to hseep@fema.dhs.gov and indicate
which fiscal year’s funds were used (if applicable).
Submission of AAR/IPs must take place within 90 days following completion of the single
exercise or progressive series:
o Recipients are encouraged to submit AAR/IPs reflecting tabletop exercises that validate
critical plans or those reflecting large-scale functional or full-scale exercises that took place
at the state, territorial, tribal, or urban area level. Recipients are discouraged from submitting
AAR/IPs specific to local jurisdictions that reflect drills;
o If a recipient endures a significant real-world incident during the CY that delays or prevents
conduct of a grant-funded exercise, they can submit the AAR from that event in place of the
exercise AARs. Jurisdictions submitting real world AARs should include an explanation with
the AAR submission to hseep@fema.dhs.gov; and
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o Recipients can access a sample AAR/IP template on the Improving Planning Templates page
on the Preparedness Toolkit.
8.3.Funding Guidelines (Homeland Security Grant Program, Tribal
Homeland Security Grant Program)
Recipients must comply with all the requirements in 2 C.F.R. Part 200 (Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for Federal Awards). In general, recipients
should consult with their FEMA HQ Preparedness Officer prior to making any investment that does not
clearly meet the allowable expense criteria. Funding guidelines support four of the five mission
areas—Prevention, Protection, Mitigation, and Response—and associated core capabilities within the
Goal. While Recovery is part of the Goal, it is not explicitly part of the HSGP and THSGP. Allowable
investments made in support of the national priorities, as well as other capability-enhancing projects
must have a nexus to terrorism preparedness and fall into the categories of planning, organization,
exercises, training, or equipment, aligned to building capability, closing capability gaps, and/or
sustaining capabilities, as defined by CPG 201, Third Edition. Recipients are encouraged to use grant
funds for evaluating grant-funded project effectiveness and return on investment. FEMA encourages
recipients to provide the results of that analysis to FEMA.
8.4.Allowable Costs (Homeland Security Grant Program)
8.4.1. MULTIPLE PURPOSE OR DUAL-USE OF FUNDS (STATE HOMELAND SECURITY
PROGRAM AND URBAN AREA SECURITY INITIATIVE)
For both SHSP and UASI, many activities that support the achievement of core capabilities related to
the national priorities and terrorism preparedness may simultaneously support enhanced
preparedness for other hazards unrelated to acts of terrorism. However, all SHSP- and UASI-funded
projects must assist recipients and subrecipients in achieving core capabilities related to preventing,
preparing for, protecting against, or responding to acts of terrorism per section 2008(c) of the HSA (6
U.S.C. § 609(c)).
8.4.2. ORGANIZATIONAL ACTIVITIES
Personnel Costs
In addition to the personnel cost allowability detailed in the HSGP NOFO, HSGP (SHSP, UASI) funds
may not be used to support the hiring of any personnel to fulfill traditional public health and safety
duties nor to supplant traditional public health and safety positions and responsibilities. HSGP
(SHSP, UASI, OPSG) funds will be used to supplement existing funds and will NOT replace (supplant)
funds that have been appropriated and/or budgeted for the same purpose. Applicants or recipients
may be required to supply documentation certifying that a reduction in non-federal resources
occurred for reasons other than the receipt or expected receipt of federal funds.
8.4.3. 28 C.F.R. PART 23 GUIDANCE
FEMA requires that any IT system funded or supported by HSGP funds comply with 28 C.F.R. Part 23,
Criminal Intelligence Systems Operating Policies if this regulation is determined to be applicable.
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8.5.Fusion Centers (Homeland Security Grant Program)
A critical component of the national response to the 9/11 terrorist attacks was the development of a
national-level, decentralized, and coordinated terrorism-related information sharing environment
(ISE). State and local governments, supported by federal investments from DHS, the Department of
Justice (DOJ), Department of Health and Human Services (HHS), and other federal agencies of the
national ISE. This National Network, comprised of 80 state and major urban area fusion centers,
collaborates and shares information with partners from all levels of government and the private
sector, as well as other field-based information sharing partners, including High-Intensity Drug
Trafficking Areas (HIDTA), Regional Information Sharing Systems (RISS) Centers, Joint Terrorism Task
Forces (JTTF), major city/county intelligence units, and real-time crime analysis centers, among
others.
National Network participation in the Nationwide Suspicious Activity Reporting Initiative (NSI) enables
fusion centers to identify, receive and analyze Suspicious Activity Reports (SAR) and other tips/leads
from frontline public safety personnel, the private sector, and the public, and ensure the sharing of
SARs with DHS and the FBI’s JTTFs for further investigation. In addition to those activities identified
in the National Prevention Framework, fusion centers are also required to collaborate with those
intelligence, operational, analytic, investigative, and information-sharing focused entities to combat a
wide array of threats—noted below—in support of efforts to enhance capabilities for detecting,
deterring, disrupting, and preventing acts of terrorism, targeted violence, and other threats. Such
entities include, but are not limited to JTTFs, Area Maritime Security Committees (AMSC), Border
Enforcement Security Task Forces, Integrated Border Enforcement Teams, HIDTAs, and RISS Centers
as well as other federal intelligence, operational, analytic, and investigative entities. Applicants
should describe their collaboration plan and proposed efforts in their required Fusion Center project
as part of the Intelligence and Information Sharing National Priority.
Today’s threats—including international and domestic terrorism, drugs, gangs, active shooters,
targeted violence, transnational organized crime, and cyber—require federal, state, and local
governments to leverage this national capacity to effectively respond to the evolving nature of the
various national and homeland security threats confronting our Nation. Ultimately, timely
identification and analysis of key indicators from local, state, and federal partners will enable all
stakeholders to address threats and develop and implement data-driven strategies to prevent,
protect against, mitigate, and respond effectively, while ensuring the protection of privacy, civil
rights, and civil liberties.
To underscore the importance of the National Network as a critical component of our Nation’s
distributed homeland security and counterterrorism architecture, FEMA preparedness grants will
continue to prioritize support for designated fusion centers and the maturation of the ISE. Fusion
centers must prioritize the following capabilities to further enable and mature this national asset and
strengthen the collective capacity to identify, collect, analyze, and share information, and to
disseminate actionable and strategic intelligence to key stakeholders:
.Addressing Threats: Fusion centers provide a national level, decentralized, and coordinated ISE
across all levels of government and disciplines that can be leveraged and applied to address
threats to homeland security, national security, public safety, and/or public health, and
especially those threats that may have little or no warning. Fusion centers should leverage and
build upon their terrorism-focused analytic and information-sharing capabilities so they can be
applied to address threats across the DHS mission space, including threats from both
international terrorism and domestic violent extremists, threats to life and targeted violence,
transnational organized criminal activity, cyber threats, and natural hazards, among others that
require close collaboration with DHS operational, investigative, and analytic entities such as CBP,
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ICE, United States Secret Service (USSS), CISA, the United States Coast Guard (USCG), and
FEMA.
.Analytic Capability: Fusion centers must maintain strong analytic capabilities at tactical,
operational, and strategic levels to address a wide array of threats or hazards that could have
implications for homeland security or national security. These capabilities directly support
operational, investigative, and information sharing efforts across all levels of government. These
capabilities include, but are not limited to:
o
o
o
Building and sustaining a capable workforce of analysts who have the necessary experience
and training; access to open source, unclassified and classified information, products, data,
SAR; tips/leads and online/social media-based threats; as well as necessary services and
technology to facilitate analytic capabilities and collaboration;
Assessing, evaluating, and deconflicting acts of targeted violence, threats to life, and other
criminal or suspicious activity, to include potential indicators and behaviors, for potential
connection to or implications for international or domestic terrorism, or other threats within
the DHS mission space;
Providing analytic support and responses to requests for information from federal, state, and
local partners during no notice threats, attacks, or incidents, as well as other planned events
such as National Security Special Events (NSSEs);
o
o
o
o
o
Conducting threat assessments within their respective jurisdictions, including the
identification of threats, intelligence gaps, and mitigation efforts;
Establishing, formalizing, and maintaining bi-directional information sharing with federal and
other state agencies in accordance with jurisdictional authorities;
Leveraging available resources and capabilities to conduct target and event deconfliction in
support of threat identification, officer safety, and information sharing.
Maintaining an ability to routinely support federal government efforts to watchlist terrorists
and transnational organized crime actors; and
Appropriately planning for, and assessing/forecasting, prioritizing, and executing against
both known and emerging threat vectors, and ensuring the safety and security of all
operations, while protecting privacy, civil rights, and civil liberties.
Fusion centers should also consider their operational capacity when aligning manpower and
resources in support of this capability (e.g., the ability to maintain watch and analytic support
functions over a 24/7 operational tempo).
.Technological Integration: Access to data, information, and products is essential for fusion
centers and the federal government to effectively identify, collect, analyze, and share
information. Just as threats do not stop at jurisdictional borders, fusion centers must be able to
effectively access and share appropriate information and data across jurisdictions, agencies,
and disciplines. Fusion centers must ensure and certify via the Fusion Center Assessment they
have the necessary technological capacity to access, analyze, and share information, including
criminal intelligence and online/social media threat information, both within their jurisdictions,
as well as with other fusion centers across the country and with the Federal Government through
a variety of systems, databases, tools, and technologies that allow for federated searching and
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data/information analysis that protects Personally Identifiable Information and includes
appropriate security, privacy, civil rights, and civil liberties protections. This includes
maintenance of the ability to collect, integrate, evaluate, and assess SAR, tips/leads, data
resident in Computer Assisted/Aided Dispatch (CAD) and Records Management System (RMS),
and online/social media-based threats from agencies across the jurisdiction. Such approaches
should also address the evaluation and use of emerging capabilities, including social network
analysis, federated search technology across CAD, RMS, and other data systems, complex data
indexing, social media, open source, facial recognition, unmanned aircraft systems, geographic
information systems (GIS), license plate reader technologies, and other artificial intelligence
technologies.
.Interagency Collaboration: Fusion centers must maintain strong partnerships to enable
intelligence, operational, investigative, and analytic collaboration and deconfliction of threat
information with other partners located within their jurisdiction and across their region, including
HIDTAs, RISS Centers, DHS intelligence, operational, investigative, and analytic entities, FBI Field
Offices, JTTFs, and major city/county intelligence units.
State and urban area fusion centers receiving SHSP or UASI grant funds will be evaluated based on
compliance with the guidance and requirements for the National Network as set forth by DHS
Intelligence and Analysis (I&A) through the annual Fusion Center Assessment.
.Additional fusion center grant requirements, including 28 C.F.R. Part 23 requirements, are listed
at the Fusion Center Performance Program’s HSGP page on DHS.gov and in the 28 C.F.R. Part
23 Online Training.
.FEMA approved analyst courses that meet the grant requirement are listed at FEMA Approved
Intelligence Analyst Training Courses page on DHS.gov.
Through the PPR, fusion centers will report on the compliance with measurement requirements
within the fusion centers through the annual Fusion Center Assessment managed by DHS I&A and
reported to FEMA. In addition to the activities identified in the National Prevention Framework, fusion
centers are also required to collaborate with those analytic, investigative, and information-sharing
entities focused on preventing, detecting, deterring, and disrupting acts of terrorism and combating
transnational criminal organizations. Such entities include, but are not limited to JTTFs, AMSC,
Border Enforcement Security Task Forces, Integrated Border Enforcement Teams, HIDTAs, and RISS
Centers, as well as other federal intelligence, operational, analytic, and investigative entities.
Applicants will be required to provide information regarding their information sharing partnerships,
including how they will identify, address, and overcome any existing laws, policies, and practices that
prevent information sharing, via the Information and Intelligence National Priority Investment and
supporting data via the annual Fusion Center Assessment.
8.5.1. FUSION CENTER PERFORMANCE MEASURES
Table 7: Fusion Center Performance Measures
Reference Performance Measures
Number*
Percentage of federal Information Intelligence Reports (IIRs) originating from fusion
center information that address a specific Intelligence Community needYEAR.1
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Reference Performance Measures
Number*
Percentage of federal IIRs originating from fusion center information that the
Intelligence Community otherwise used in performing its mission (e.g., contained
first-time reporting; corroborated existing information; addressed a critical
intelligence gap; or helped to define an issue or target)
YEAR.2
Number of SARs vetted and submitted by fusion centers that result in the initiation
or enhancement of an investigation by the FBIYEAR.3
YEAR.4
YEAR.5
YEAR.6
YEAR.7
YEAR.8
YEAR.9
Number of SAR vetted and submitted by fusion centers that involve an individual on
the Watchlist
Percentage of Requests for Information (RFIs) from the Terrorist Screening Center
(TSC) for which fusion centers provided information for a TSC case file
Percentage of I&A Watchlist nominations that were initiated or updated existing case
files based on information provided by fusion centers
Number of distributable analytic products co-authored by one or more fusion centers
and/or federal agencies
Percentage of fusion center distributable analytic products that address Homeland
Security topics
Percentage of fusion center distributable analytic products that address state/local
customer information needs
YEAR.10
YEAR.11
Percentage of key customers reporting that fusion center products are relevant
Percentage of key customers reporting that fusion center services are relevant
Percentage of key customers reporting that fusion center products are timely for
mission needsYEAR.12
YEAR.13
YEAR.14
YEAR.15
YEAR.16
YEAR.17
Percentage of key customers reporting that fusion center services are timely for
mission needs
Percentage of key customers reporting that fusion center products influenced their
decision making related to threat response activities within their AOR
Percentage of key customers reporting that fusion center services influenced their
decision making related to threat response activities within their AOR
Percentage of key customers reporting that fusion center products resulted in
increased situational awareness of threats within their AOR
Percentage of key customers reporting that fusion center services resulted in
increased situational awareness of threats within their AOR
YEAR.18
YEAR.19
Number of tips and leads vetted by the fusion center
Number of tips and leads vetted by the fusion center that were provided to other
F/SLTT agencies for follow up action
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Reference Performance Measures
Number*
YEAR.20
YEAR.21
Number of responses to RFIs from all sources
Number of situational awareness products developed and disseminated by fusion
centers
Number of case support and/or tactical products developed and disseminated by
fusion centers
Percentage of federally designated special events in which fusion centers played a
direct role
YEAR.22
YEAR.23
Percentage of federally declared disasters in which fusion centers played a direct
role
Number of public safety incidents in which fusion centers played a direct role
YEAR.24
YEAR.25
*“YEAR” should be changed for the current fiscal year, e.g., 2024, 2025, etc. Any updates to Performance
Measures will be noted in the HSGP NOFO.
8.6.Investment Modifications – Changes in Scope or Objective (Tribal
Homeland Security Grant Program)
Changes in scope or objective of the award—including those resulting from intended actions by the
recipient or subrecipients—require FEMA’s prior written approval, in accordance with 2 C.F.R. §
200.308(c)(1), § 200.407. THSGP is competitive with applications recommended for funding based
on threat, vulnerability, and consequence, and their mitigation of potential terrorist attacks.
However, consistent with 2 C.F.R § 200.308(c)(1), Change in Scope Prior Approval, FEMA requires
prior approval of any change in scope or objective of the grant-funded activity after the award is
issued. See 2 C.F.R. § 200.308(b), (c). Scope or objective changes will be considered on a case-by-
case basis provided the change does not negatively impact the competitive process used to
recommend THSGP awards.
Requests to change the scope or objective of the grant-funded activity after the award is made must
be submitted via FEMA GO as a Scope Change Amendment. The amendment request must include
the following:
.A written request on the recipient’s letterhead outlining the scope or objective change including
the approved projects from the IJ, the funds and relative scope or objective significance allocated
to those projects, the proposed changes, and any resulting reallocations as a result of the
change of scope or objective;
.
.
An explanation why the change of scope or objective is necessary;
How the proposed scope or objective changes to the project support the vulnerabilities and
capability gaps identified in the approved IJ; and
.The request must also address whether the proposed changes will impact the recipient’s ability
to complete the project within the award’s POP.
Recipients may not proceed with implementing any scope or objective changes until they receive
prior written approval from FEMA through FEMA GO.
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8.7.Continuity Capability (Homeland Security Grant Program, Tribal
Homeland Security Grant Program)
Continuity should be integrated into each core capability and the coordinating structures that provide
them. Continuity capabilities increase resilience and the probability that organizations can perform
essential functions in the delivery of core capabilities that support the mission areas. FEMA is
responsible for coordinating the implementation and development, execution, and assessment of
continuity capabilities among executive departments and agencies. To support this role, FEMA
develops and promulgates directives, policy, and guidance for federal and SLTT governments, non-
governmental organizations, and private sector critical infrastructure owners and operators. Federal
Continuity Directives (FCD) establish continuity program and planning requirements for executive
departments and agencies, while FEMA's Continuity Guidance Circular (CGC) tailors’ continuity
guidance to SLTT and other non-Federal audiences. This direction and guidance assist in developing
capabilities for continuing the essential functions of federal and SLTT governmental entities, as well
as public/private critical infrastructure owners, operators, and regulators enabling them.
The FCDs, CGC, and the Continuity Resource Toolkit provide guidance and resources for
organizations. For additional information on continuity programs, guidance, and directives, see the
Continuity Resources and Technical Assistance page on FEMA.gov.
8.8.Senior Advisory Committee (Homeland Security Grant Program)
To support the Whole Community Approach (see Section 1.6 “Strengthening Governance Integration”
and Section 6.13 “Whole Community Preparedness”), the SAA must establish or reestablish a unified
Senior Advisory Committee (SAC). The SAC builds upon previously established advisory bodies under
SHSP, UASI, TSGP, and PSGP. Examples of advisory bodies that should be included on a SAC include
Urban Area Working Groups (UAWGs), SIGB, AMSCs, Regional Transportation Security Working
Groups (RTSWG), Citizen Corps Whole Community Councils, Disability Inclusion Working Groups, and
Children’s Working Groups. The membership of the SAC must reflect a state’s unique risk profile and
the interests of the five mission areas as outlined in the Goal. Further, the SAC must include
representatives that were involved in the production of the state’s THIRA and SPR.
8.8.1. SENIOR ADVISORY COMMITTEE COMPOSITION AND SCOPE
SAC membership shall include at least one representative from relevant stakeholders including:
.Individuals from the counties, cities, towns, and Indian tribes within the state or high-risk urban
area including, as appropriate, representatives of rural, high-population, and high-threat
jurisdictions of UASI-funded high-risk urban areas;
.
.
Representatives that were involved in the production of the state’s THIRA and SPR;
State and urban area Chief Information Officers (CIOs) and Chief Information Security Officers
(CISOs);
.
.
.
SWIC and SIGB members;
Citizen Corps Whole Community Councils;
Local and tribal government officials;
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.
.
Tribal organizations and associations;
Emergency response providers, including representatives of the fire service, law enforcement,
emergency medical services, and emergency managers;
.
.
.
Public health officials and other appropriate medical practitioners;
Hospitals;
Individuals representing educational institutions, including elementary schools, middle schools,
junior high schools, high schools, community colleges, and other institutions of higher education;
.
.
.
State and regional interoperable communications coordinators, as appropriate;
State and major urban area fusion centers, as appropriate; and
Nonprofit, faith-based, and other voluntary organizations, such as the American Red Cross.
Additionally, program representatives from the following entities should be members of the SAC (as
applicable): State Primary Care Association, State Homeland Security Advisor (if this role is not also
the SAA), State Emergency Management Agency (EMA) Director, State Public Health Officer, State
Awardee for HHS’ Hospital Preparedness Program, State Public Safety Officer (and SAA for Justice
Assistance Grants, if different), State Coordinator for the DoD 1033 Program (also known as the Law
Enforcement Support Office [LESO] Program), State Court Official, State Emergency Medical Services
(EMS) Director, State Trauma System Manager, Statewide Interoperability Coordinator, State Citizen
Corps Whole Community Council, the State Emergency Medical Services for Children (EMSC)
Coordinator, State Education Department, State Human Services Department, State Child Welfare
Services, State Juvenile Justice Services, Urban Area Points of Contact (POC), Senior Members of
AMSCs, Senior Members of the RTSWG, Senior Security Officials from Major Transportation Systems,
and the Adjutant General.
SACs are encouraged to develop subcommittee structures, as necessary, to address the issue or
region-specific considerations. The SAC must include whole community intrastate and interstate
partners as applicable and have balanced representation among entities with operational
responsibilities for terrorism/disaster prevention, protection, mitigation, and response activities
within the state, and include representation from the stakeholder groups and disciplines identified
above.
The above membership requirement does not prohibit states, high-risk urban areas, regional transit
and port entities, or other recipients of FEMA preparedness funding from retaining their existing
structure under separate programs; however, at a minimum, those bodies must support and feed
into the larger SAC. The composition, structure, and charter of the SAC should reflect this focus on
building core capabilities, instead of simply joining previously existing advisory bodies under other
grant programs. For designated high-risk urban areas, the SAA POCs are responsible for identifying
and coordinating with the POC for the UAWG, which should be a member of the SAC. The POC’s
contact information must be provided to FEMA with the grant application. SAAs must work with
existing high-risk urban areas to ensure that information for current POCs is on file with FEMA.
Finally, FEMA recommends that organizations advocating on behalf of youth, older adults, individuals
with disabilities, individuals with limited English proficiency and others with other access and
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functional needs, socio-economic factors and cultural diversity be invited to participate in the SAC.
Applicants must submit the list of SAC members and the SAC charter at the time of application as an
attachment in FEMA GO. SAAs will use the URT to verify compliance with SAC charter requirements.
8.8.2. SENIOR ADVISORY COMMITTEE RESPONSIBILITIES
The responsibilities of a SAC include:
.
.
Integrating preparedness activities across disciplines, the private sector, nonprofit, faith-based,
and community organizations, and SLTT governments, with the goal of maximizing coordination
and reducing duplication of effort;
Creating a cohesive planning network that builds and implements preparedness initiatives using
FEMA resources as well as other federal, SLTT, private sector, and faith-based community
resources;
.
.
.
.
Managing all available preparedness funding sources to ensure their effective use and to
minimize duplication of effort;
Ensuring investments support building capability, closing capability gaps, or sustaining
capabilities identified in the THIRA/SPR;
Assisting in preparation and revision of the state, regional, or local homeland security plan or the
THIRA, as the case may be; and
Assisting in determining effective funding priorities for SHSP grants.
8.8.3. SENIOR ADVISORY COMMITTEE CHARTER
The governance of SHSP and UASI through the SAC should be directed by a charter. All members of
the SAC should sign and date the charter showing their agreement with its content and their
representation on the Committee. Revisions to the governing charter must be sent to the recipient’s
assigned FEMA HQ Preparedness Officer. The SAC charter must at a minimum address the following:
.A detailed description of the SAC’s composition and an explanation of key governance processes,
including how the SAC is informed by the states and urban area’s THIRA/SPR;
.
.
.
A description of the frequency at which the SAC will meet;
How the committee will leverage existing governance bodies;
A detailed description of how decisions on programmatic priorities funded by SHSP and UASI are
made and how those decisions will be documented and shared with its members and other
stakeholders, as appropriate; and
.A description of defined roles and responsibilities for financial decision making and meeting
administrative requirements.
To ensure ongoing coordination efforts, SAAs are encouraged to share community preparedness
information submitted in a state’s BSIR with members of the SAC. SAAs are also encouraged to
share their THIRA/SPR data with members of the SAC who are applying for other FEMA preparedness
grants to enhance their understanding of statewide capability gaps. The charter should be made
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available upon request to promote transparency in decision-making related to SHSP and UASI
activities.
To manage this effort and to further reinforce collaboration and coordination across the stakeholder
community, a portion of the 20% holdback of a state or territory award may be utilized by the SAA to
support the SAC and to ensure representation and active participation of SAC members. Funding
may be used for hiring and training planners, establishing and maintaining a program management
structure, identifying and managing projects, conducting research necessary to inform the planning
process, and developing plans that bridge mechanisms, documents, protocols, and procedures.
8.9.Urban Area Working Group (Homeland Security Grant Program)
To support the Whole Community Approach (see Section 1.6 “Strengthening Governance Integration”
and Section 6.13 “Whole Community Preparedness”), high-risk urban areas are required to establish
UAWGs representative of the counties, cities, towns, and tribes within the high-risk urban area
including, as appropriate, representatives of rural jurisdictions, high-population jurisdictions, and
high-threat jurisdictions.
UASI implementation and governance must include regional partners and should have balanced
representation among entities with operational responsibilities for prevention, protection, mitigation,
and response activities within the region. In some instances, high-risk urban area boundaries cross
state borders. States and territories must ensure that the identified high-risk urban areas take an
inclusive regional approach to the development and implementation of the UASI and involve the
contiguous jurisdictions, mutual aid partners, port authorities, rail and transit authorities, state
agencies, Statewide Interoperability Coordinators, Citizen Corps Whole Community Council(s), and
campus law enforcement in their program activities.
8.9.1. URBAN AREA WORKING GROUP COMPOSITION AND SCOPE
Pursuant to section 2003(b) of the HSA (codified as amended at 6 U.S.C. § 604(b)), eligible high-risk
urban areas were determined based on an analysis of relative risk of the 100 most populous
Metropolitan Statistical Areas (MSA), as defined by OMB. MSAs are used by FEMA to determine
eligibility for participation in the program. Geographical areas queried do not equate to minimum
mandated membership representation of an urban area, nor does this guarantee funding for
geographical areas queried. UAWGs are not required to expand or contract existing urban area
participation to conform to MSA composition. Detailed information on MSAs is publicly available from
the United States Census Bureau.
An SAA must confirm a specific POC with the designated high-risk urban area. The SAA POC is
responsible for identifying and coordinating with the POC for the UAWG. This information must be
provided to FEMA with the grant application. SAAs must work with existing high-risk urban areas to
ensure that information for current POCs is on file with FEMA.
Membership in the UAWG must provide either direct or indirect representation for all relevant
jurisdictions and response disciplines (including law enforcement, fire service, EMS, hospitals, public
health, and emergency management) that comprise the defined high-risk urban area. It must also be
inclusive of local Whole Community Citizen Corps Council and tribal representatives. The UAWG
should also include at least one representative from each of the following significant stakeholders:
.Local and tribal government officials;
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.
.
CIO and CISO;
Emergency response providers, which shall include representatives of the fire service, law
enforcement, emergency medical services, and emergency managers;
.
.
Public health officials and other appropriate medical practitioners, including Health Care
Coalitions (HCCs);
Individuals representing educational institutions, including elementary schools, middle schools,
junior high schools, high schools, community colleges, and other institutions of higher education;
and
.State and regional interoperable communications coordinators and state and major urban area
fusion centers, as appropriate.
In addition to representatives from the local jurisdictions and tribes within the state, territory, or high-
risk urban area, the UAWG should include officials responsible for the administration of Centers for
Disease Control and Prevention’s (CDC) and the HHS Assistant Secretary for Preparedness and
Response’s (ASPR) cooperative agreements. Finally, it must be inclusive of members advocating on
behalf of youth, older adults, individuals with disabilities, individuals with limited English proficiency,
and others with other access and functional needs, socio-economic factors, and cultural diversity.
High-risk urban areas will use the URT to verify UAWG structure and membership. The list of UAWG
members must also be submitted at the time of application as an attachment in FEMA GO. High-risk
urban areas must notify the SAA and the FEMA Headquarters Preparedness Officer of any updates to
the UAWG structure or membership after the application is submitted.
8.9.2. URBAN AREA WORKING GROUP RESPONSIBILITIES
UAWGs must ensure that applications for funding under the UASI support building capability, closing
capability gaps, or sustaining capabilities identified in the high-risk urban area’s THIRA/SPR. The
UAWG should support state efforts to develop the SPR particularly as it relates to UASI-funded
activities. The UAWG, in coordination with the SAA POC, must develop a methodology for allocating
funding available through the UASI. The UAWG must reach consensus on all UASI funding allocations.
If consensus cannot be reached within the 45-day period allotted for the state to obligate funds to
subrecipients, the SAA must make the allocation determination. The SAA must provide written
documentation verifying the consensus of the UAWG or the failure to achieve otherwise on the
allocation of funds and submit it to FEMA immediately after the 45-day period allotted for the state
to obligate funds to subrecipients. Any UASI funds retained by the state must be used in direct
support of the high-risk urban area. States must provide documentation to the UAWG, and FEMA
upon request, demonstrating how any UASI funds retained by a state are directly supporting the high-
risk urban area.
8.9.3. URBAN AREA WORKING GROUP CHARTER
In keeping with sound project management practices, the UAWG must ensure that its approach to
critical issues such as membership, governance structure, voting rights, grant M&A responsibilities,
and funding allocation methodologies are formalized in a working group charter, or another form of
standard operating procedure related to the UASI governance. The charter must also outline how
decisions made in UAWG meetings will be documented and shared with UAWG members. The UAWG
charter must be submitted at the time of application as an attachment in FEMA GO and must be on
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file with FEMA prior to drawing down UASI funding. It also must be available to all UAWG members to
promote transparency in decision making related to the UASI.
8.10. Supplemental State Homeland Security Program and Urban Area
Security Initiative Guidance (Homeland Security Grant Program)
8.10.1. COLLABORATION WITH OTHER FEDERAL PREPAREDNESS PROGRAMS
FEMA strongly encourages states, high-risk urban areas, tribes, and territories to understand other
federal preparedness programs in their jurisdictions and to work with them in a collaborative manner
to leverage all available resources and avoid duplicative activities. For example, HHS has two robust
preparedness programs—CDC’s Public Health Emergency Preparedness (PHEP) cooperative
agreement and ASPR’s Hospital Preparedness Program (HPP) cooperative agreement—that focus on
preparedness capabilities. CDC’s 15 public health preparedness capabilities and ASPR’s 4
healthcare preparedness capabilities serve as operational components for many of the core
capabilities, and collaboration with the PHEP directors and HPP coordinators can build capacity
around shared interests and investments that fall in the scope of these HHS cooperative agreements
and the HSGP.
States and high-risk urban areas should coordinate among the entire scope of federal partners,
national initiatives, and grant programs to identify opportunities to leverage resources when
implementing their preparedness programs. These may include but are not limited to: Medical
Reserve Corps; Emergency Medical Services for Children grants; ASPR HPP; CDC PHEP; CDC Cities
Readiness Initiative; Strategic National Stockpile Programs; EMS; DOJ grants; the Department of
Defense 1033 Program (also known as the LESO Program); and CISA’s Infrastructure Security
Division. However, coordination is not limited to grant funding. It also includes leveraging
assessments such as Transportation Security Administration’s (TSA) Baseline Assessment for
Security Enhancement (BASE), reporting from the Intelligence Community, risk information such as
USCG’s Maritime Security Risk Analysis Model (MSRAM), and USBP Sector Analysis.
Each SHSP- and UASI-funded investment that addresses biological risk, patient care, or health
systems preparedness should be implemented in a coordinated manner with other federal programs
that support biological and public health incident preparedness such as those administered by HHS
ASPR, CDC, and DOT’s National Highway Traffic Safety Administration (NHTSA).
8.10.2. COLLABORATION WITH HEALTH CARE COALITIONS
Health Care Coalitions (HCC) are regional entities comprised of health care, public health, emergency
management, and emergency medical services organizations that plan and respond together,
leverage resources, and address challenges in health care delivery brought on by public health and
medical incidents. Given that many of the risks being mitigated include the potential for a range of
mass casualties, including those across the chemical, biological, radiological, nuclear, explosive
(CBRNE) spectrum, planning efforts should include the participation of HCCs and should take into
account the elements and capabilities articulated in the 2017-2022 Health Care Preparedness and
Response Capabilities, and other forthcoming versions.
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8.10.3. COLLABORATION WITH NONPROFIT ORGANIZATIONS
SHSP and UASI recipients are encouraged to work with the nonprofit community to address terrorism
and all-hazards prevention concerns, seek input on the needs of the nonprofit sector, and support
the goals of their investments.
8.10.4. COLLABORATION WITH TRIBAL NATIONS
Tribal governments and their members are an essential part of our nation’s emergency management
team. Effective relationships with tribes are necessary to fulfill FEMA’s mission of working together to
improve our nation’s preparedness and response posture. As such, FEMA strongly encourages
states, high-risk urban areas, and territories to work with Tribal Nations in overall initiatives, such as
whole community preparedness and emergency management planning.
8.11. Operation Stonegarden Operational Guidance (Homeland Security
Grant Program)
This section provides operational guidance to OPSG applicants on the development of a concept of
operations and campaign planning, the tactical operation period, and reporting procedures. This
guidance also delineates specific roles and responsibilities, expectations for operations, and
performance measures. Successful execution of these objectives will promote situational awareness
among participating agencies and ensure a rapid, fluid response to emerging border security
conditions.
OPSG uses an integrated approach to address transnational criminal activity. Federal and SLTT
partners are required to establish and maintain an OPSG Integrated Planning Team (IPT) with
representation from all participating law enforcement agencies and co-chaired by representatives
from USBP, the SAA, and participating local law enforcement agencies’ OPSG program
representatives. Each operational order will address specific threats, gaps, and vulnerabilities
identified by the USBP. All requests in the operational plan will be reviewed and approved by the
corresponding sector's Chief Patrol Agent or his/her designee for border security value. USBP will
provide routine monitoring and technical expertise to each participating agency. The content of each
operational plan, to include the requested items will be reviewed for border security value and
approved by the corresponding sector’s Chief Patrol Agent or his/her designee.
All operational plans should be crafted in cooperation and coordination with federal and SLTT
partners to meet the needs of the USBP Sector. Consideration will be given to applications that are
coordinated across multiple jurisdictions. All applicants must coordinate with the CBP/USBP Sector
Headquarters with geographic responsibility for the applicant’s location in developing and submitting
an Operations Order with an embedded budget to the SAA. Operations are to be crafted so that
resources are allocated to one or more of the supportable categories:
1. Law Enforcement Presence;
2. Situational Awareness; and/or
3. Intelligence Collection, Analysis, and Distribution.
Law Enforcement Presence includes activities and costs associated to having an SLTT partner
provide a law enforcement patrol presence in an area designated by the USBP Sector in support of
border security efforts. Situational Awareness includes technology to provide current and
immediately relevant information about currently active border security threats. Intelligence
Collection, Analysis, and Distribution includes both technology and manpower related to the
gathering and analysis of intelligence with a nexus to border security.
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The terms of an OPSG award do not extend to an SLTT partner any authority to enforce additional
laws, statutes, or regulations beyond their own authorities; SLTT partners are not empowered
through OPSG to enforce immigration authorities under Title 8 of the U.S. Code (i.e., the Immigration
and Nationality Act (INA)). Participation in the grant does not grant participants the power to operate
outside of their own jurisdictional boundaries.
8.11.1. CONCEPT OF OPERATIONS AND CAMPAIGN PLANNING
Post-Allocation Announcement/Pre-Award
The overarching operational cycle involves three stages: 1) application (described in the HSGP
NOFO); 2) concept of operations to formulate a Campaign Plan, and 3) one or more tactical
operational periods, which are all developed by the IPT. All Operations Orders: Concept of Operations
(CONOPS), Operation Orders or Campaign Plans, and Fragmentary Orders (FRAGOs) shall be
submitted through the CBP Stonegarden Data Management System.
Campaign Plan
After awards are announced, participants will create and submit an operations order that forms a
campaign plan and captures the initial, generalized-budgetary intent to their IPT.
The campaign plan should articulate the participant agency’s long-term border security objectives
and goals designed to mitigate border security risk.
Funds should be obligated as needed to target specific threats or vulnerabilities and ensure that
OPSG usage is commensurate to the unique risk of each border region. This may require several
short-term operations that combine to form an ongoing operational cycle, ensuring that USBP
commanders and SLTT agency partners reserve the flexibility to respond to the ever-changing
elements of border security.
The operations plan also will articulate the budgetary intent of how funds are to be used throughout
the performance period. The operations plan will project planned expenditures in the following
categories: overtime, equipment, travel, maintenance, fuel, and administrative funds. The
subrecipient can initiate the procurement of equipment as well as state how much the county
intends to use for M&A while keeping funds for overtime or residual equipment funds available for
use as needed. If the subrecipient intends to spend more than 50% of its award on overtime over the
course of the performance period, a Personal Reimbursement for Intelligence Cooperation and
Enhancement of Homeland Security Act (PRICE Act) waiver request must be submitted in accordance
with the policy initially outlined in IB 379: Guidance to State Administrative Agencies to Expedite the
Expenditure of Certain DHS/FEMA Grant Funding. The operations plan will meet both the SAA
expectations to obligate the funds within 45 days of the award announcement and the demands of
the grant’s operational intent. Sector approved campaign plans must be submitted to USBP
Headquarters no later than four months after the official awards announcement has been made.
Investment Modifications - Changes in Scope or Objective
Changes in scope or objective of the award – including those resulting from intended actions by the
recipient or subrecipients – require FEMA’s prior written approval, in accordance with 2 C.F.R. §
200.308(c)(1), § 200.407.
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If changes must be made to the original operational plan, such as additional funding requests or
other changes to the original scope or objectives, a FRAGO must be submitted in Homeland Security
Information Network (HSIN) to obtain FEMA’s prior written approval of such changes in accordance
with 2 C.F.R. § 200.308(c)(1). These modifications will be annotated in the annex section of the
FRAGO.
Operational Execution
If changes or additional funding requests to the original operational order must be made, a FRAGO
will be created. These modifications will be annotated in the annex section of the FRAGO.
Operational discipline is necessary for the success of OPSG. Deliberate, adaptive, integrated, and
intelligence-driven planning is critical to conducting targeted enforcement operations consistent with
the objectives of the OPSG. By participating in the OPSG, the SLTT agencies agree to conduct
operations designed to reduce border security risk.
Operations are composed of six critical elements: 1) a pre-planning meeting with the IPT; 2) specified
beginning and ending dates; 3) the integration of intelligence and border security; 4) use of targeted
enforcement techniques; 5) clearly stated objectives; and 6) an after-action meeting. These
operations require deliberate on-going planning to ensure command, staff, and unit activities
synchronize to current and future operations. The cyclical nature of the process will ensure OPSG
activities align with the fluctuating border security threats and vulnerabilities. The IPT should
leverage information provided by the fusion center, Border Intelligence Centers, or other local
intelligence center when possible and establish a common operational vision.
The USBP Sector’s Chief Patrol Agent or his/her designee will ensure that the information or
intelligence has a clear nexus to border security. Intelligence will be shared and vetted for border
security value, driving the focus of operations. Once intelligence-driven targets are identified, the IPT
will decide on operational objectives that reflect the intended impact of operations. The objectives
should outline how the operation will deter, deny, degrade, or dismantle the operational capacity of
the targeted transnational criminal organizations.
Each operational period will begin on a predetermined date and end on a predetermined date;
however, dates may be subject to change commensurate with emerging security conditions. The
starting date of the operational period should be established to allow sufficient time for the order to
be submitted and approved by the corresponding USBP Sector and in concurrence with its SAA and
USBP Headquarters. The USBP Sectors will upload copies of the operations order in the
corresponding folder in the CBP Stonegarden Data Management System.
8.11.2. REPORTING PROCEDURES
Participation in OPSG requires accurate, consistent, and timely reporting of how funds are used, and
how the SLTT agencies’ operations have impacted border security through the mitigation of threat or
vulnerability and the overall reduction of risk. Reporting will focus on monitoring program
performance; determining the level of integration and information sharing; and developing best
practices for future operations. To ensure consistent reporting each SLTT agency will identify a single
point of contact to represent their agency as a member of the IPT and to coordinate the submission
of reports or execute other aspects of the grant.
The Daily Activity Report (DAR), which can be found by selecting the current fiscal year HSGP NOFO
on FEMA’s preparedness grants page, is to be used to submit the ongoing results and outputs from
OPSG operations conducted. The information and statistics included in the DAR will be delineated
by agency (friendly forces). The DAR must be submitted to the USBP sector or the participating
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agency’s OPSG coordinator within 48 hours of the conclusion of each OPSG shift. Subrecipients and
Sectors are responsible to ensure that DARs are submitted in the proper format and in a timely
manner. DARs will be submitted using the CBP Stonegarden Data Management System. Friendly
forces receiving funding through a subrecipient will submit DARs within 48 hours. Border Patrol
Sectors and OPSG subrecipients will implement internal protocols to ensure operational data from
subrecipients and friendly force DARs are properly collected following the established guidelines.
In addition to the ongoing reporting of outputs, subrecipient participants will be required to submit
AARs to USBP sectors within 10 days of closing the operational POP for that funding year. The AAR
should carefully articulate outcomes and outputs as well as how the results of the operation
compare with the objectives identified during the pre-planning meeting. Failure to submit the AAR in
a timely manner may prevent the approval of future operations requests. All AARs and other OPSG
reporting requirements will be submitted through the CBP Stonegarden Data Management System.
Sectors are responsible for submitting AARs into Border Patrol Enforcement Tracking System
(BPETS) as applicable.
8.11.3. OPERATION STONEGARDEN COORDINATION
OPSG supports enhanced cooperation and coordination among CBP, USBP, and federal and SLTT
law enforcement agencies to improve overall border security. OPSG provides funding to support joint
efforts to secure the United States’ borders along routes of ingress/egress of international borders
including travel corridors in states bordering Mexico and Canada along with states and territories
with international water borders. OPSG also further enhances the sharing of threat information and
intelligence between federal and SLTT law enforcement agencies through the development and
sustainment of a capable workforce of analysts that have the necessary experience and training,
access to open source, unclassified and classified information, products, data, SAR, tips/leads, and
online/social media-based threats as well as necessary services and technology to facilitate analytic
capabilities and collaboration.
SLTT law enforcement agencies will utilize their own law enforcement authorities to support the CBP
and USBP border security mission and will not receive any additional authority as a result of
participation in the grant. An OPSG award does not provide any additional authority to SLTT law
enforcement agencies. More specifically, SLTT law enforcement agencies are not empowered
through OPSG to enforce immigration authorities under Title 8 of the U.S. Code (i.e., the INA).
SLTT law enforcement agencies are expected utilize their own jurisdictional authority in support of
enhanced border security unless some other agreement applies. SLTT law enforcement agencies are
further expected to operate within the bounds of all applicable laws, to include federal laws, state
statutes, and local laws, policies, and procedures.
OPSG is intended to support border states and territories of the United States in accomplishing the
following objectives:
.Increase intelligence and operational capabilities to prevent, protect against, and respond to
border security issues;
.
.
Increase coordination and collaboration among federal and SLTT law enforcement agencies;
Continue the distinct capability enhancements required for border security and border
protection;
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.
.
Provide intelligence-based operations through USBP Sector Level experts to ensure safety and
operational oversight of federal and SLTT law enforcement agencies participating in OPSG
operational activities;
Support a request to any Governor to activate, deploy, or redeploy specialized National Guard
Units/Packages and/or elements of state law enforcement to increase or augment
specialized/technical law enforcement elements operational activities;
.
.
.
Continue to increase operational, material, and technological readiness of SLTT law enforcement
agencies;
Enhance the sharing of threat information and intelligence between federal and SLTT law
enforcement agencies; and
Develop and sustain a capable workforce of analysts that have the necessary experience and
training, as well as access to open source, unclassified and/or classified information, products,
data, SAR, tips/leads, online/social media-based threats, and the necessary services and
technology to facilitate these analytic activities.
OPSG funds must be used to provide an enhanced law enforcement presence and to increase
operational and intelligence capabilities of federal and SLTT law enforcement, promoting a layered,
coordinated approach to law enforcement within border states and territories of the United States.
.Federal and SLTT OPSG IPT: Federal and SLTT partners must establish and maintain a formalized
OPSG IPT with representation from all participating law enforcement agencies, co-chaired by
representatives from USBP, the SAA, and participating law enforcement agencies’ OPSG program
representatives.
.No fewer than two IPT meetings must take place during every funding year:
o
o
Before submitting the CONCOPS (application); and
Before submitting the Campaign Plan
.OPSG funds may be used for travel and per diem in support of the IPTs and OPSG strategic
planning events if the costs are otherwise compliant with other program and regulatory
requirements.
8.11.4. COORDINATION REQUIREMENTS
All operational plans should be crafted in cooperation and coordination among federal and SLTT
partners. Consideration will be given to applications that are coordinated across multiple
jurisdictions. All applicants must coordinate with the USBP Sector Headquarters with geographic
responsibility for the applicant’s location in developing and submitting an Operations Order with an
embedded budget to the SAA. OPSG funds must be used to provide increased operational
capabilities to SLTT partners in support of enhanced border security through:
.
.
.
Enhanced Law Enforcement Presence;
Enhanced Situational Awareness; and
Enhanced Intelligence Collection and Distribution.
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After awards are announced, prospective recipients will re-scope the draft Operations Order and
resubmit it as a final Operations Order with an embedded budget based on actual dollar amounts
awarded. The appropriate Sector Headquarters will approve final Operations Orders and forward
those orders to Headquarters, Office of Border Patrol, Washington, D.C., before funding is released.
Recipients may not begin operations, obligate, or expend any funds until FEMA and USBP
Headquarters have approved the final Operations Order and the embedded budget and removed any
existing special conditions and/or restrictions.
8.11.5. OPERATIONAL ROLES AND RESPONSIBILITIES
To achieve unity of effort, it is essential that each participant know the roles and responsibilities
within the IPT. The USBP sector’s Chief Patrol Agent, or his/her designee, will:
.
.
Coordinate and chair the area IPT’s meetings;
Coordinate with all interested and eligible SLTT agencies in the sector’s area of operation during
the open period of the OPSG application process by:
o Assisting applicants in completing the operations planning portion of the application, which is
like the Operations Order used by the USBP;
o
o
Forwarding the approved operation portion of the application to CBP/USBP Headquarters as
well as to the SAA to complete the application process set by FEMA; and
Detailing what operational support the USBP Sector anticipates for specific periods and
matching the capabilities of partners to fill those gaps.
.Following the announcement of grant awards, coordinate and chair a meeting with SLTT
agencies that received OPSG awards to develop an individualized campaign plan. This includes:
o Working with SLTT agencies along with other federal law enforcement agencies to determine
the dates, focus, and needs of each operational period thus ensuring that each operation
has a nexus to border security;
o Receiving the first periodic operations order from the SLTT agencies and ensuring that the
operation is conducted as outlined in the Campaign Planning section;
o
o
Monitoring and supporting the Operational Cycle throughout the performance period;
Ensuring the DAR and the AAR are submitted by SLTT agencies in the proper format and
within the established timeframes;
o
o
Providing instruction, when possible, to SLTT agencies regarding techniques, methods, and
trends used by transnational criminal organizations in the area;
Providing a single point of contact to participants as a subject-matter expert in OPSG that can
coordinate, collect, and report operational activities within the established reporting
procedures;
o Providing verification that operations are conducted;
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o
o
o
Documenting and conducting random, on-site operational verification of OPSG patrols by
subrecipients and friendly forces;
Verifying that subrecipients are performing OPSG enforcement duties in accordance with the
applicable grant, statute, and regulatory guidance and instructions; and
Ensuring that grant funds are appropriately expended to meet sector border enforcement
operational requirements and assist in enhancing subrecipient/friendly force capabilities to
provide for enhanced enforcement presence, operational integration, and intelligence
sharing in border communities.
The SLTT agency lead, or their designee, will:
.Coordinate with the SAA on all grant management matters including but not limited to the
development and review of operations orders, expenditure of funds, allowable costs, reporting
requirements;
.
.
.
Upon receiving a grant award, coordinate and meet as a member of the IPT to develop an
individualized campaign plan that covers the length of the grant performance period;
Work within the IPT to develop an initial Operational Cycle and determine the duration of the first
operational period based on the tactical needs specific to the area;
Submit all operations orders for review and submit the operations order to the Border Patrol and
ensure the operation meets the six criteria established in the Operational Execution Section (see
Section 8.11.1 “Concept of Operations and Campaign Planning”):
o
o
Conduct operations as needed throughout the length of the grant performance period;
Integrate law enforcement partners from contiguous counties and towns into their tactical
operations to expand the layer of security beyond existing areas;
o
o
Ensure all required reports, including reports from friendly forces, are submitted to the
Border Patrol and the SAA, when applicable, in the proper format and within established
timeframes;
Ensure applicable OPSG-derived data is shared with the designated fusion center in the state
or high-risk urban areas;
o Ensure applicable intelligence is shared with the designated fusion center in the state and/or
high-risk urban areas;
o Request instruction and information from the SAA, when applicable, and/or USBP and other
federal law enforcement agencies regarding techniques, methods, and trends used by
transnational criminal organizations in the area;
.
.
Provide the SAA and USBP a single point of contact that maintains subject-matter expertise in
OPSG who can coordinate, collect, and report operational activities within the established
reporting procedures; and
Assist as required with the coordination, management, and operational aspects of the grant.
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The SAA will:
.
.
Actively engage in the IPT meetings;
Work in direct coordination and communication with the local or tribal agency lead on all grant
management matters;
.
.
.
.
Review all operations orders created by the local or tribal agency;
Act as the fiduciary agent for the program and provide expertise in state policy and regulations;
Enter into a subaward agreement to disburse the allocated funding awarded through FEMA;
Generate biannual reports to FEMA capturing the subrecipients’ obligations and expenditures of
funds;
.
.
.
Determine if the grant’s performance period requires additional refinement over the federally
established 36-month period;
Conduct audits of the program to ensure that the subrecipients are following program guidance;
and
Assist as required with the coordination, management, and operational aspects of the grant.
8.11.6. DEFINITIONS (OPERATION STONEGARDEN)
Area of Interest: A specific area, areas, or facilities known to be used by transnational criminal
organizations in furtherance of their criminal activity.
Border security related crime: Any action or enterprise that constitutes an offense which is
punishable by law, for which prosecution would serve established border security goals as outlines
by the CBP for a whole of community approach:
That results in a favorable environment for criminal enterprise network, transnational criminal, or
terrorist organizations; the smuggling/trafficking of humans, contraband, narcotics, or weapons of
mass destruction across or in proximity to the U.S. border; or
.That has a direct nexus to illicit cross-border activity.
Campaign Plan: The first Operational Order based on the CONOP aimed at accomplishing a strategic
or operational objective within a given time and space.
CONOPS: A written statement that clearly and concisely expresses what the SLTT commander
intends to accomplish and how it will be done using available resources (and funding). It is also the
operational equivalent of the OPSG grant application.
FRAGO: A fragmentary order is a modification of the approved campaign plan, reflecting changes to
the scope or objective pursuant to 2 C.F.R. § 200.308(c)(1). After an operation order has been
approved, any changes to a campaign plan will be submitted via HSIN as a FRAGO for FEMA’s
approval. Subsequent FRAGOs are permissible, subject to FEMA’s prior written approval, consistent
with the requirements of 2 C.F.R. § 200.308, § 200.407.
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Friendly Forces: Local law enforcement entities supporting border security operations to whom OPSG
subrecipients provide funding.
IPT: Group that coordinates on all aspects of OPSG application, planning, and de-briefings.
Operational Cycle: A deliberate on-going cycle of command, staff, and unit activities intended to
synchronize current and future operations (driven by current intelligence and short-term goals that
support the campaign).
Operational Discipline: The organized manner in which an organization plans, coordinates, and
executes the OPSG mission with common objectives toward a particular outcome.
Operation/Operational Order: A formal description of the action to be taken to accomplish or satisfy
a CONOP, Campaign Plan, or FRAGO. The Operation/Operational Order includes a detailed
description of actions to be taken and required logistical needs to execute an operation.
Opioid Receptor Antagonists: Any medically approved drug or medical substance that can be utilized
by first responder personnel in an emergency that is designed to counteract the effects of an opioid
overdose.
Performance Measure: A numerical expression that quantitatively conveys how well the organization
is doing against an associated performance goal, objective, or standard.
Risk: Potential for an adverse outcome assessed as a function of threats, vulnerabilities, and
consequences associated with an incident, event, or occurrence.
Targeted Enforcement: The leveraging of all available assets against a specific action, area,
individual, or organization and using those deemed most appropriate to mitigate risk.
Target of Interest: A specific person, group of persons, or conveyance known to be part of, or used by
transnational criminal organizations to advance their criminal activity.
Threat: Information expressing intent to conduct illegal activity often derived from intelligence
sources, the overall context, a specific event or series of events, or observation of suspicious activity.
Tier: Tier refers to the geographical location of a municipality, county, or tribe with respect to the
United States national border, i.e., Tier 1 is a county located on the border; a Tier 2 county is a
county contiguous to a Tier 1 county; and a Tier 3 is a county not located on the physical border but
is a contiguous to a Tier 2 county.
Unity of Effort: Coordination and cooperation among all organizational elements, even though they
may not be part of the same command structure, to achieve success.
Vulnerability: The protective measures in place are less than the protective measures needed to
mitigate risk.
8.12. Supplemental Resources (Homeland Security Grant Program, Tribal
Homeland Security Grant Program)
FEMA collaborates with various subject-matter experts and acknowledges the value and expertise
these Federal partner agencies provide to help shape the development and implementation of the
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HSGP and THSGP. This continued partnership and collaboration helps provide recipients with the
greatest number of resources required to effectively manage and implement funds as well as
promotes transparency. Therefore, FEMA is providing links to information on various subjects and
policies that are relevant to the mission and intent of FEMA and its preparedness grant programs.
8.12.1. CHEMICAL, BIOLOGICAL, RADIOLOGICAL, AND NUCLEAR DETECTION
The Countering Weapons of Mass Destruction (CWMD) Office is a support component within DHS
established in December 2017 to counter attempts by terrorists or other threat actors to carry out an
attack against the United States or its interests using a weapon of mass destruction. The CWMD
Office provides guidance to improve national coordination on CBRN issues and works with federal
and SLTT agencies to ensure operators have better access to current data and subject-matter
expertise they need. FEMA offers implementation support on the THIRA/SPR for SLTT partners and
the CWMD Office offers TA to provide guidance to SLTT partners seeking to address CBRN threats
and to build or sustain CBRN detection and response capabilities. For more information or
assistance, please contact CWMD-THIRA@hq.dhs.gov.
8.12.2. NATIONAL INFORMATION EXCHANGE MODEL
National Information Exchange Model (NIEM) is a common vocabulary that enables efficient
information exchange across diverse public and private organizations. NIEM can save time and
money by providing consistent, reusable data terms and definitions and repeatable processes. To
support information sharing, all recipients of grants for projects implementing information exchange
capabilities are required to use NIEM and to adhere to the NIEM compliance rules. Go to NIEM.gov
for guidance on how to utilize FEMA award funding for information sharing, exchange, and
interoperability activities.
The NIEM Emergency Management domain supports emergency-related services (including
preparing first responders and responding to disasters), information sharing, and activities such as
homeland security and resource and communications management. The NIEM Emergency
Management domain has an inclusive governance structure that includes federal, SLTT, industry,
and, where necessary, international partnerships. The NIEM Emergency Management domain is
committed to community support via TA and NIEM training. For more information on the NIEM
Emergency Management domain, to request training or TA or to just get involved, go to the
Emergency Management page on NIEM.gov.
8.12.3. INFRASTRUCTURE RESILIENCE PLANNING FRAMEWORK
SLTT governments are faced with complex long-term decisions, limited sources of revenue, and
changing populations. CISA developed the Infrastructure Resilience Planning Framework (IRPF) as a
resource for SLTT planners. The IRPF provides a process and a series of tools and resources for
incorporating critical infrastructure resilience considerations into planning activities. The IRPF can be
used to support capital improvement plans, hazard mitigation plans, or other planning documents,
as well as funding requests. For more information, see the IRPF.
8.12.4. INTEGRATED PUBLIC ALERT AND WARNING SYSTEM
The Integrated Public Alert & Warning System (IPAWS) is FEMA's national system for local alerting
that provides authenticated emergency and life-saving information to the public through mobile
phones using Wireless Emergency Alerts, to radio and television via the Emergency Alert System, and
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on the National Oceanic and Atmospheric Administration's Weather Radio. For more information, see
the IPAWS page on FEMA.gov.
8.12.5. HOMELAND SECURITY INFORMATION NETWORK
HSIN is a user-driven, web-based, information sharing platform that connects all homeland security
professionals including the DHS and its federal, SLTT, international, and private sector partners
across all homeland security mission areas. HSIN is used to support daily operations, events,
exercises, natural disasters, and incidents. To support user mission needs, HSIN provides three sets
of services for secure information sharing. The first service provides a shared place for communities
to securely collaborate on homeland security issues and includes core functions such as a web
conferencing and instant messaging tools with white boarding, video, and chat services for real-time
communication and situational awareness. The second set provides secure dissemination and
sharing capabilities for homeland security alerts, reports, and products. The third set allows users to
access and query a variety of shared data and services from all homeland security mission areas
and trusted federal partners. Preparedness grant funds may be used to support planning, training
and development costs associated with developing and managing mission critical HSIN communities
of interest and sites. Learn more about HSIN on the HSIN HSGP Guidance page on DHS.gov.
8.12.6. STATE, LOCAL, TRIBAL, TERRITORIAL CYBERSECURITY ENGAGEMENT PROGRAM
CISA is responsible for enhancing the security, resilience, and reliability of the Nation’s cyber and
communications infrastructure. CISA works to prevent or minimize disruptions to critical information
infrastructure to protect the public, the economy, and government services. CISA leads efforts to
protect the Federal “.gov” domain of civilian government networks and to collaborate with the private
sector—the “.com” domain—to increase the security of critical networks.
The DHS SLTT Cybersecurity Engagement Program within CISA was established to help non-federal
public stakeholders and associations manage cyber risk. The program provides appointed and
elected SLTT government officials with cybersecurity risk briefings, information on available
resources, and partnership opportunities to help protect their citizens online. Through these and
related activities, the program coordinates DHS’s cybersecurity efforts with its SLTT partners to
enhance and protect their cyber interests. More information on all CISA resources available to
support SLTT governments is available at the Resources & Tools page on CISA.gov.
8.12.7. FRAMEWORK FOR IMPROVING CRITICAL INFRASTRUCTURE CYBERSECURITY
When requesting funds for cybersecurity, applicants are encouraged to propose projects that would
aid in implementation of all or part of the Framework for Improving Critical Infrastructure
Cybersecurity (the “Framework”) developed by the National Institute of Standards and Technology
(NIST). The Framework gathers existing international standards and practices to help organizations
understand, communicate, and manage their cyber risks. For organizations that do not know where
to start with developing a cybersecurity program, the Framework provides initial guidance. For
organizations with more advanced practices, the Framework offers a way to improve their programs,
such as better communication with their leadership and suppliers about management of cyber risks.
CISA’s Critical Infrastructure Cyber Community C³ Voluntary Program also provides resources to
critical infrastructure owners and operators to assist in adoption of the Framework and managing
cyber risks. Additional information on the Critical Infrastructure Cyber Community C³ Voluntary
Program can be found at the Critical Infrastructure Cyber Community C³ Voluntary Program page on
CISA.gov.
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DHS’s Enhanced Cybersecurity Services (ECS) program is an example of a resource that assists in
protecting U.S.-based public and private entities and combines key elements of capabilities under
the “Detect” and “Protect” functions to deliver an impactful solution relative to the outcomes of the
Cybersecurity Framework. Specifically, ECS offers intrusion prevention and analysis services that
help U.S.-based companies and SLTT governments defend their computer systems against
unauthorized access, exploitation, and data exfiltration. ECS works by sourcing timely, actionable
cyber threat indicators from sensitive and classified Government Furnished Information (GFI). DHS
then shares those indicators with accredited Commercial Service Providers (CSPs). Those CSPs in
turn use the indicators to block certain types of malicious traffic from entering a company’s
networks. Groups interested in subscribing to ECS must contract directly with a CSP to receive
services. Please visit the ECS page on CISA.gov for a current list of ECS CSP points of contact.
8.12.8. REGIONAL RESILIENCY ASSESSMENT PROGRAM
The Regional Resiliency Assessment Program (RRAP) is a cooperative assessment of specific critical
infrastructure within a designated geographic area and a regional analysis of the surrounding
infrastructure that address a range of infrastructure resilience issues that could have regionally and
nationally significant consequences. These voluntary, non-regulatory RRAP projects are led by CISA’s
Infrastructure Security Division and are selected each year by DHS with input and guidance from
federal, state, and local partners. For additional information on the RRAP, visit the RRAP page on
CISA.gov.
8.12.9. LAW ENFORCEMENT SUPPORT OFFICE, OR 1033 PROGRAM
LESO facilitates a law enforcement support program, which originated from the National Defense
Authorization Act of Fiscal Year 1997. This law allows the transfer of excess Department of Defense
property that might otherwise be destroyed to law enforcement agencies across the United States
and its territories.
No equipment is purchased for distribution. All items were excess that had been turned in by military
units or had been held as part of reserve stocks until no longer needed. Requisitions cover the
gamut of items used by America’s military ― clothing, office supplies, tools and rescue equipment,
vehicles, small arms, and more. There is no fee for the equipment itself; however, the law
enforcement agencies are responsible for the shipping costs.
For additional information on the LESO, see the LESO page on DLA.mil.
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9. Nonprofit Security Grant Program
9.1.Program Funding Guidelines and Priorities
NSGP grant recipients (e.g., SAAs) and subrecipients (e.g., nonprofit organizations) may only use
NSGP grant funds for the purpose set forth in the grant award and must use funding in a way that is
consistent with the statutory authority for the award. See the annual NSGP NOFO for program
Priorities.
9.1.1. NATIONAL INCIDENT MANAGEMENT SYSTEM IMPLEMENTATION
Recipients receiving NSGP funding must implement NIMS. Recipients must manage resources
purchased or supported with FEMA grant funding according to NIMS resource management
guidance.
9.2.Nonprofit Security Grant Program Investment Modifications – Changes
in Scope or Objective
Changes in scope or objective of the award—whether as a result of intended actions by the recipient
or subrecipients—require FEMA’s prior written approval, in accordance with 2 C.F.R. § 200.308(c)(1),
§ 200.407. NSGP is competitive with applications recommended for funding based on threat,
vulnerability, consequence, and their mitigation to a specific facility/location. However, consistent
with 2 C.F.R § 200.308(c)(1), Change in Scope Notification, FEMA requires prior written approval of
any change in scope/objective of the grant-funded activity after the award is issued. See 2 C.F.R. §
200.308(b), (c). Scope/objective changes will be considered on a case-by-case basis, provided the
change does not negatively impact the competitive process used to recommend NSGP awards.
Requests to change the scope or objective of the grant-funded activity after the award is made must
be submitted by the SAA via FEMA GO as a Scope Change Amendment. The amendment request
must include the following:
.A written request from the NSGP subrecipient on its letterhead, outlining the scope or objective
change including the approved projects from the subrecipient’s IJ, the funds and relative scope
or objective significance allocated to those projects, the proposed changes, and any resulting
reallocations as a result of the change of scope or objective;
.
.
An explanation why the change of scope or objective is necessary;
Validation from the SAA that any deviations from the approved IJ are addressed in the
vulnerability assessment submitted by the subrecipient at the time of application; and
.The subrecipient request must also address whether the proposed changes will impact its ability
to complete the project within the award’s POP.
FEMA will generally not approve NSGP change-of-scope requests resulting from the following
situations:
.Subrecipients that relocate their facilities after submitting their application who are requesting a
change of scope to allow them to use NSGP funds toward projects at the new facility; or
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.Subrecipients that renovate their facilities after submitting their application in cases where the
subsequent renovations would affect the vulnerability/risk assessment upon which the IJ is
based.
NSGP project funding is based on the ability of the proposed project to mitigate the risk factors
identified in the IJ. For this reason, FEMA may reject requests to significantly change the physical
security enhancements that are purchased with NSGP funding where FEMA believes approval of the
request would change or exceed the scope of the originally approved project. FEMA will consider all
requests to deviate from the security project as originally proposed on a case-by-case basis,
consistent with 2 C.F.R. § 200.308(c)(1).
Subrecipients may not proceed with implementing any scope/objective changes until the SAA
receives written approval from FEMA through FEMA GO and until the SAA has made any required
subaward modifications.
If a subrecipient is simply making changes to its own budget without impacting the scope or
objective of the subaward, and where the budget changes do not involve other prior approval
requirements listed in 2 C.F.R. § 200.407, then the subrecipient does not need the prior approval of
the SAA or FEMA. See 2 C.F.R. § 200.308. Instead, the subrecipient is only required to report to the
SAA the budget changes. Similarly, the SAA should report those budget changes to FEMA.
9.3.Pass-Through Requirements
Pass-through funding is required under this program. Awards made to the SAA for the NSGP carry
additional pass-through requirements. Pass-through is defined as an obligation on the part of the
state to make subawards to selected nonprofit organizations. The SAA must provide funds awarded
under NSGP to subrecipients within 45 days of receipt of the funds. A letter of intent (or equivalent)
to distribute funds is not sufficient. Award subrecipients that are selected for funding under this
program must be provided with funding within 45 days from the date the funds are first made
available to the recipient so that they can initiate implementation of approved investments.
For the SAA to successfully meet the pass-through requirement and provide funding to the
subrecipients, the SAA must meet the following four requirements:
.
.
.
.
There must be some action by the SAA to establish a firm commitment to award the funds to the
selected nonprofit organization;
The action must be unconditional on the part of the SAA (i.e., no contingencies for availability of
SAA funds);
There must be documentary evidence of the commitment of the award of funding to the selected
nonprofit organization; and
The SAA must communicate the terms of the subaward to the selected nonprofit organization.
If a nonprofit organization is selected for an NSGP award and elects to decline the award, the SAA
must notify their FEMA Preparedness Officer. The SAA may not re-obligate to another subrecipient
without prior approval. “Receipt of the funds” occurs either when the SAA accepts the award or 15
calendar days after the SAA receives notice of the award, whichever is earlier. SAAs are sent
notification of NSGP awards via the FEMA GO system. If an SAA accepts its award within 15 calendar
days of receiving notice of the award in the FEMA GO system, the 45-calendar day pass-through
period will start on the date the SAA accepted the award. Should an SAA not accept the NSGP award
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within 15 calendar days of receiving notice of the award in the FEMA GO system, the 45-calendar
days pass-through period will begin 15 calendar days after the award notification is sent to the SAA
via the FEMA GO system.
It is important to note that the POP start date does not directly affect the start of the 45-calendar day
pass-through period. For example, an SAA may receive notice of the NSGP award on Aug. 20, 2023,
while the POP dates for that award are Sept. 1, 2023, through Aug. 31, 2026. In this example, the
45-day pass-through period will begin on the date the SAA accepts the NSGP award or Sept. 4, 2023
(15 calendar days after the SAA was notified of the award), whichever date occurs first. The POP
start date of Sept. 1, 2023, would not affect the timing of meeting the 45-calendar day pass-through
requirement.
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10. Surface Transportation Security Grant Programs
(Transit Security Grant Program, Intercity Passenger
Rail Program, Intercity Bus Security Grant Program)
10.1. Program Funding Guidelines and Priorities (Transit Security Grant
Program, Intercity Passenger Rail Program, Intercity Bus Security Grant
Program)
Costs charged to a TSGP, IPR Program, or IBSGP award must be consistent with the Uniform
Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, located at 2
C.F.R. Part 200.
.NOTE: Costs charged to an IPR Program award must also be consistent with the cost principles in
the Federal Acquisition Regulation (FAR) Part 31.2 in lieu of 2 C.F.R. Part 200, Subpart E. Any
conflicts between FAR 31.2 and 2 C.F.R. Part 200, Subpart E shall be resolved in favor of the
applicable provision in FAR 31.2.
See annual program NOFO for information on program-specific priorities.
10.2. Changes in Scope or Objectives (Transit Security Grant Program,
Intercity Passenger Rail Program, Intercity Bus Security Grant Program)
All three Surface Transportation Security Grant Programs generally do not allow for scope or objective
changes unless there are extenuating circumstances (e.g., the COVID-19 or a similar pandemic
preventing activities). FEMA will consider scope/objective changes on a case-by-case basis if
extenuating circumstances are present.
10.3. Security Plan Requirements (Transit Security Grant Program, Intercity
Passenger Rail Program, Intercity Bus Security Grant Program)
10.3.1. TRANSIT SECURITY GRANT PROGRAM AND INTERCITY PASSENGER RAIL PROGRAM
The following information regarding security plan requirements is provided in 6 U.S.C. § 1134(c)(2):
Security plans should include the following, as appropriate:
.
.
A prioritized list of all items included in the public transportation agency’s security assessment that
have not yet been addressed;
A detailed list of any additional capital and operational improvements identified by DHS or the
public transportation agency and a certification of the public transportation agency’s technical
capacity for operating and maintaining any security equipment that may be identified in such list;
.Specific procedures to be implemented or used by the public transportation agency in response to
a terrorist attack including evacuation and passenger communication plans along with appropriate
evacuation and communication measures for the elderly and individuals with disabilities;
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.A coordinated response plan that establishes procedures for appropriate interaction with state and
local law enforcement agencies, emergency responders, and federal officials to coordinate security
measures and plans for response in the event of a terrorist attack or other major incident;
.
.
A strategy and timeline for conducting training under 49 C.F.R. § 1570.109(b) and 49 C.F.R. Part
1582;
Plans for providing redundant and other appropriate backup systems necessary to ensure the
continued operation of critical elements of the public transportation system in the event of a
terrorist attack or other major incident;
.
.
.
Plans for providing service capabilities throughout the system in the event of a terrorist attack or
other major incident in the city or region which the public transportation system serves;
Methods to mitigate damage within a public transportation system in case of an attack on the
system, including a plan for communication and coordination with emergency responders; and
Other actions or procedures as the Secretary of Homeland Security determines are appropriate to
address the security of the public transportation system.
10.3.2. ADDITIONAL AMTRAK REQUIREMENTS
Sections 1512 and 1513 of the Implementing Recommendations of the 9/11 Commission Act of
2007 (6 U.S.C. §§ 1162 and 1163) require a recipient to complete a vulnerability assessment and
develop a security plan. To be eligible for the IPR Program, Amtrak must have developed, or updated,
its security plan. The security plan must be based on a security assessment, such as the Baseline
Assessment for Security Enhancement, which is performed by ’SA's Transportation Security Inspectors-
Surface. This security assessment must have been conducted within the last three years prior to
receiving the respective fiscal year’s IPR Program award. A copy of the security plan and security
assessment must be provided to DHS/FEMA upon request.
Entities providing transit security (e.g., city/county police department or a transportation agency’s own
police department) must approve the security plan. The signature of a responsible official from the
agency’s railroad security provider serves as this approval. Associated documentation of this approval
must be provided to DHS/FEMA upon request. In addition, the agency’s railroad security provider is
encouraged to review the IJs prior to submission.
Amtrak, in receiving funds through this program, must participate in RTSWGs in participating urban
areas. The RTSWG should serve as the forum for regional partners to discuss risk, planning efforts,
and mitigation strategies. These discussions should be held regardless of funding to continue
enhancing the overall security of the region. Regional working groups are a best practice for enhancing
security and are encouraged for all jurisdictions.
An application submitted by an otherwise eligible non-federal entity (i.e., the applicant) may be deemed
ineligible when the person that submitted the application is not: 1) a current employee, personnel,
official, staff or leadership of the non-federal entity; and 2) duly authorized to apply for an award on
behalf of the non-federal entity at the time of application.
Further, the AOR and SA must be a duly authorized current employee, personnel, official, staff or
leadership of the recipient and provide an email address unique to the recipient at the time of
application and upon any change in assignment during the POP. Consultants or contractors of the
recipient are not permitted to be the AOR or the SA of the recipient. It is the sole responsibility of the
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recipient to keep their points of contact for the organization up-to-date and accurate in all federal
systems.
The AOR is responsible for submitting programmatic and financial performance reports, accepting
award packages, signing assurances and certifications, and submitting award amendments.
10.3.3. INTERCITY BUS SECURITY GRANT PROGRAM REQUIREMENTS
To be eligible for the IBSGP, operators must have developed or updated their organization’s
Vulnerability Assessment and Security Plan (VASP) that must be based on a security assessment, such
as the BASE performed by Transportation Security Inspectors-Surface from TSA. Private operators
providing transportation with an over-the-road bus system must have completed or updated their VASP
within the past three years before the opening of the respective fiscal year’s IBSGP application period.
Additionally, a copy of the VASP certification must be submitted along with the application to be
considered eligible. Failure to include this certification will result in the application being deemed
ineligible. All operators must have completed or updated a VASP as required by Section 1531 of the
9/11 Act (6 U.S.C. § 1181) as follows:
Assessments and security plans should include, as appropriate:
.Identification and evaluation of critical assets and infrastructure, including buses, platforms,
stations, terminals, and information systems;
.
.
Identification of vulnerabilities to those assets and infrastructure; and
Identification of gaps in physical security; passenger and cargo security; the security of
programmable electronic devices, computers, or other automated systems that are used in
providing over-the-road bus transportation; alarms, cameras and other communications systems
and utilities needed for over-the-road bus security purposes, including dispatching systems;
emergency response planning; and employee training.
Security plans should also include, as appropriate:
.The identification of a security coordinator having authority to implement security actions,
coordinate security improvements, and receive communications from appropriate federal officials
regarding over-the-road bus security;
.
.
A list of needed capital and operational improvements;
Procedures to be implemented or used by the operator in response to a terrorist attack, including
evacuation and passenger communication plans that include individuals with access and
functional needs;
.
.
The identification of steps taken with state and local law enforcement agencies, emergency
responders, and federal officials to coordinate security measures and plans for response to a
terrorist attack;
A strategy and timeline for conducting training to prepare frontline employees for potential security
threats and conditions;
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.
.
Enhanced security measures to be taken by the operator when the Secretary of Homeland Security
declares a period of heightened security risk; and
Plans for providing redundant and backup systems required to ensure the continued operation of
critical elements of the operator’s system in the event of a terrorist attack.
For additional information, see the current fiscal year’s IBSGP NOFO.
10.4. Allowable Cost Guidance
10.4.1. SPECIFIC GUIDANCE ON EXPLOSIVE DETECTION CANINE TEAMS (TRANSIT SECURITY
GRANT PROGRAM, INTERCITY PASSENGER RAIL PROGRAM)
Explosive Detection Canine Team Certification
Each Explosive Detection Canine Team (EDCT), composed of one dog and one handler, must be
certified by an appropriate, qualified organization. TSA-certified EDCTs will meet or exceed certification
standards set by the TSA National Explosives Detection Canine Team Program (NEDCTP). Recipient
EDCTs that do not participate in the NEDCTP will be required to certify annually under their respective
agency, local, and state regulations. The recipient will maintain certification, utilization, and training
data to show compliance in meeting or exceeding those guidelines set forth by the Scientific Working
Group on Dog and Orthogonal Detection Guidelines (SWGDOG), as of Sept. 14, 2007, in addition to the
requirements set forth in the NOFO.
Explosive Detection Canine Team Submission Requirements
1. The recipient will ensure that a written security procedure plan exists for the safekeeping of all
explosive training aids, including safe transportation. The recipient will document the removal,
use, and return of explosive training aids used during training exercises or for any other
reason. The plan and all documentation must be made available to FEMA upon request;
2. The recipient will comply with requirements for the proper storage, handling, and
transportation of all explosive training aids in accordance with the Bureau of Alcohol, Tobacco,
Firearms and Explosives’ Publication 5400.7 (ATF P 5400.7) (09/00), Federal Explosive Law
and Regulation;
3. The recipient will ensure that certified EDCTs are available to respond to situations 24 hours a
day, 7 days per week on an on-duty or off-duty on-call basis. If TSGP- or IPR Program-funded
EDCTs are not available, other non-TSGP or non-IPR Program funded EDCTs may be utilized for
this response. The intent is to provide maximum coverage during peak operating hours and to
maintain the ability to promptly respond to threats that affect public safety or mass transit
operations;
4. EDCTs under this grant are single purpose and will be trained to detect “live” explosives only,
not “simulated” explosives. EDCTs must not have received previous training to detect any other
substances;
5. The recipient will ensure that each EDCT receives on-site proficiency training at a minimum of 4
hours per week per duty cycle. This training shall include, but not be limited to, mass transit
passenger cars, terminals/platforms, luggage, freight/warehouses, and vehicles. Complete,
detailed, and accurate training records must be maintained for all proficiency training
conducted by each EDCT. These records must be made available to FEMA upon request;
6. The recipient will conduct appropriate training or other canine activities, within view of the
public, to increase public awareness of EDCTs and provide a noticeable deterrent to acts which
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affect public safety or mass transit operations. The recipient will also ensure that such
activities include, over a period, a presence in operational areas of the mass transit system
during peak and off-peak hours. The recipient agrees that EDCTs will be utilized in the field at
least 80% of their duty time, annually;
7. The recipient will provide safe and sanitary kennel facilities for program canines, and these
costs may be allowable with prior approval by FEMA. This applies to kenneling canines at a
mass transit system, handlers’ residences, or commercial boarding facilities. Canines must not
be left in makeshift accommodations or without proper supervision, protection, and care. The
recipient will ensure that canines are transported on-duty and off-duty in vehicles configured
with adequate temperature control, padding, and screening to ensure proper health, safety,
and security; and
8. The recipient will ensure that adequate routine and emergency veterinary care are provided for
all canines.
Note: FEMA reserves the right to conduct an on-site operational and record review upon 48-hour
notice to ensure compliance with applicable federal regulations.
10.4.2. CAPITAL (CONSTRUCTION) PROJECTS GUIDANCE (TRANSIT SECURITY GRANT
PROGRAM, INTERCITY PASSENGER RAIL PROGRAM, INTERCITY BUS SECURITY
GRANT PROGRAM)
The recipient must obtain written approval from FEMA prior to the use of any program funds for
construction or renovation projects. When applying for construction funds, including communications
towers, the recipient must submit evidence of approved zoning ordinances, architectural plans, and
any other locally required planning permits. Additionally, the recipient is required to submit a SF-424C
Form and budget detail citing the project costs and a SF-424D Form for standard assurances for the
construction project.
Additional guidance for Transit Security Grant Program Capital (Construction) Projects:
Capital expenditures are defined in 2 C.F.R. § 200.1 as expenditures to acquire capital assets or
expenditures to make additions, improvements, modifications, replacements, rearrangements,
reinstallations, renovations, or alterations to capital assets that materially increase their value or
useful life. Use of capital expenditures must comply with 2 C.F.R. § 200.439. See Section 4.5.1
“Construction and Renovation” for more information.
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11. Port Security Grant Program
11.1. Program Funding Guidelines and Priorities
PSGP grant recipients may only use PSGP grant funds for the purpose set forth in the grant award and
must use funding in a way that is consistent with the statutory authority for the award. See the annual
PSGP NOFO for program Priorities.
11.2. Allowable Cost Guidance
11.2.1. SPECIFIC GUIDANCE ON EXPLOSIVE DETECTION CANINE TEAMS
Explosive Detection Canine Team Certification
Each EDCT, composed of one dog and one handler, must be certified by an appropriate, qualified
organization. Canine (K-9) and handler should receive an initial basic training course and weekly
maintenance training sessions thereafter to maintain the certification. The basic training averages ten
weeks for the canine team (K-9 and handler together) with weekly training and daily exercising.
Comparable training and certification standards, such as those promulgated by the TSA Explosive
Detection Canine Program, the National Police Canine Association (NPCA), the U.S. Police Canine
Association (USPCA), or the International Explosive Detection Dog Association (IEDDA), may be used to
meet this requirement. Certifications and training records will be kept on file with the recipient and
made available to FEMA upon request.
Explosive Detection Canine Team Submission Requirements
PSGP recipients are required to submit a written plan or standard operating procedure (SOP) that
describes EDCT deployment policy including visible and unpredictable deterrent efforts and on-call
EDCTs rapid response times. Recipients who are subject to the maritime security regulations contained
in 33 C.F.R. Parts 104 (vessel security) or 105 (facility security), shall submit a Vessel Security Plan
(VSP) or Facility Security Plan (FSP) amendment detailing the inclusion of a (K-9) explosive detection
program into their security measures to the USCG for review and approval. The relevant portion of any
USCG-approved VSP or FSP, or any agency specific security plan or SOP must be made available to
FEMA and USCG upon request. The recipient will comply with requirements for the proper storage,
handling, and transportation of all explosive training aids in accordance with the Bureau of Alcohol,
Tobacco, Firearms and Explosives’ Publication 5400.7 (ATF P 5400.7) (09/00), Federal Explosive Law
and Regulations.
Additional Explosive Detection Canine Team Resources Available for Canine Costs
The PSGP, while providing the ability to defray some start-up costs, does not cover any recurring costs
associated with EDCT programs. FEMA strongly encourages applicants to investigate their eligibility
under other programs, and potential exclusions, when developing their K-9 programs.
11.2.2. MARITIME DOMAIN AWARENESS
The maritime domain is defined as “all areas and things of, on, under, relating to, adjacent to, or
bordering on a sea, ocean, or other navigable waterway, including all maritime-related activities,
infrastructure, people, cargo, and vessels and other conveyances.” PSGP recipients are encouraged to
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familiarize themselves with this National Strategy. Homeland Security Presidential Directive-13 (NSPD-
41/HSPD-13) (Maritime Security Policy, Dec. 21, 2004). According to the National Plan to Achieve
Maritime Domain Awareness for the National Strategy for Maritime Security (Oct. 2005), “Maritime
Domain Awareness (MDA) is the effective understanding of anything associated with the global
maritime domain that could impact the security, safety, economy, or environment of the United States.
MDA is a key component of an active, layered maritime defense in depth. It will be achieved by
improving our ability to collect, fuse, analyze, display, and disseminate actionable information and
intelligence to operational commanders.” Id. at ii.
11.2.3. CAPITAL (CONSTRUCTION) PROJECTS GUIDANCE
Recipients must obtain written approval from FEMA prior to the use of any PSGP funds for construction
or renovation projects. Additionally, PSGP funding may not be used to construct buildings or other
physical facilities that are not constructed under terms and conditions consistent with the
requirements of section 611(j)(9) of the Stafford Act (42 U.S.C. § 5196(j)(9))1 which requires
compliance with the Davis-Bacon Act (codified as amended at 40 U.S.C. §§ 3141 et seq.) for PSGP
funded projects. Grant recipients must ensure that their contractors or subcontractors for construction
projects pay workers no less than the prevailing wages for laborers and mechanics employed on
projects of a character similar to the contract work in the civil subdivision of the state in which the
work is to be performed. See Section 4.6 “Davis-Bacon Act Compliance” for more information.
The following types of construction and renovation projects are allowable under PSGP, provided they
address a specific vulnerability or need identified in an AMSP or otherwise support the
maintenance/sustainment of capabilities and equipment acquired through PSGP funding:
.Maritime Command and Control Centers;
.
.
.
.
Interagency Operations Centers (IOCs) for maritime security;
Port Security Emergency Communications Centers;
Buildings to house generators that support maritime security risk mitigation;
Maritime security risk mitigation facilities (e.g., dock house, ramps, and docks for existing port
security assets);
.
.
Hardened security fences/barriers at access points;
Any other building or physical facility that enhances access control to the port/Maritime
Transportation Security Act (MTSA) facility area; and
.PSGP funding may be used to purchase and/or upgrade a barge to support a staging area for
maritime/port security patrols or maritime security risk mitigation responses. (Certain areas
1 While the Maritime Transportation Security Act of 2002, as amended at 46 U.S.C. § 70107(b)(2), requires that such
activities are carried out consistent with Section 611(j)(8) of the Stafford Act, a subsequent amendment to the Stafford Act by
section 3 of Pub. L. No. 109-308 in 2006 redesignated the text of Section 611(j)(8) to 611(j)(9). The cross reference in the
Maritime Transportation Security Act of 2002 has not been updated.
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throughout the Nation may require a barge that can be permanently anchored or moored in certain
areas to support maritime security risk mitigation activities.)
To be considered eligible for funding, the construction of fusion centers, operations centers, or
communications centers must offer a port wide benefit and support information sharing and
operational coordination among regional interagency and other port security partners. Applicants are
reminded that the POP is 36 months. Eligible costs for construction or renovation projects may not
exceed $1 million (federal share) per project, which may not exceed 10% of the total amount of the
award, as stated in 46 U.S.C. § 70107(b)(2)(A) and (B) (Section 102 of the Maritime Transportation
Security Act of 2002, Pub. L. 107-295, as amended). Grant recipients are not permitted to use PSGP
funds for construction projects that are eligible for funding under other federal grant programs. PSGP
funds may only be used for construction activities directly related to maritime security risk mitigation
enhancements.
All construction or renovation projects require EHP review. See Section 4.5 “Environmental Planning
and Historic Preservation Compliance” for more information.
11.3. Port-Wide Risk Management Plans
Port areas with existing Port Wide Risk Mitigation Plans (PRMPs) are encouraged to maintain their
PRMPs and use them to identify projects that will serve to address remaining maritime security
vulnerabilities. These ports are also encouraged to develop or maintain a Business Continuity and
Resumption of Trade Plans (BCRTP). For purposes of regional strategic and tactical planning, these
plans must take into consideration all port areas covered by their AMSP, align with the port area’s
AMSP, consider the entire port system strategically as a whole, and identify actions designed to
effectively mitigate security risks associated with the system’s maritime critical infrastructure and key
resources.
11.4. Port Security Grant Program Investment Modifications
The purpose of the grant award is to implement projects pursuant to the authorities at 46 U.S.C. §
70107. Under extreme circumstances, a recipient may reallocate award funds from one project to
another with prior written approval from FEMA and in a manner consistent with 2 C.F.R. § 200.308 if it
does not change the overall scope or objective of the award. Circumstances include, but are not
limited to, an inability to complete the original project, disaster events perpetuating an immediate
need to reprioritize funds, and changes in regulatory requirements. A recipient must explain the
deviation from the original project- including why it is deviating from or scaling down the original project
and what specific circumstances that occurred after the time of its award that necessitate the
reallocation request- in its reallocation request. The recipient must also identify how the reallocation
request aligns with PSGP priorities and the recipient’s original application and the award’s scope of
work. Due to legal limitations, reallocation requests that would change the scope of the overall
project(s) are not permitted. FEMA will also coordinate such reallocation requests with the USCG
Captain of the Port (COTP), and these requests must be verified and supported by the COTP as
essential in addressing Port Area priorities. Please also see the relevant PSGP NOFO regarding cost
share requirements including the implications if the project costs are less than what was applied for.
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12. Emergency Management Performance Grant
Program
12.1. Alignment of the Emergency Management Performance Grant
Program to the National Preparedness System
The EMPG Program contributes to the implementation of the National Preparedness System by
supporting the building, sustainment, and delivery of core capabilities. Core capabilities are essential
for the execution of critical tasks for each of the five mission areas outlined in the Goal. The EMPG
Program’s allowable costs support efforts to build and sustain core capabilities across the
Prevention, Protection, Mitigation, Response, and Recovery mission areas described in the Goal.
FEMA requires recipients to prioritize grant funding to demonstrate how EMPG Program-funded
investments support the following:
.Building or sustaining those capabilities that are identified as high priority through the
THIRA/SPR process and other relevant information sources, such as:
o
o
o
o
AARs following exercises or real-world events;
Audit and monitoring findings;
Hazard Mitigation Plans; and/or,
Other deliberate planning products; and
.Closing capability gaps that are identified in the state or territory’s most recent SPR.
To better understand the relationship between building capabilities and closing capability gaps,
refer to CPG 201, Third Edition. In advance of issuing the EMPG Program awards, FEMA Regional
Administrators will identify individual regional priorities based on their unique knowledge of each
region’s preparedness and emergency management needs and will share those priorities with the
states and territories within their region. The final priorities will be identified and mutually agreed to
by the state/territory and Regional Administrator through a collaborative negotiation process.
Ideally, all EMPG Program-funded projects, as outlined in the approved EMPG Program Work Plan,
will support the priorities identified through this collaborative approach. See the EMPG Program
Work Plan template in the EMPG Program NOFO for additional guidance.
FEMA continues to place emphasis on capabilities that address the greatest risks to the security and
resilience of the United States. When applicable, funding should support deployable assets that can
be used anywhere in the Nation through automatic assistance and mutual aid agreements,
including, but not limited to, the EMAC. The EMPG Program supports investments that improve the
ability of jurisdictions nationwide to:
.
.
.
Prevent a threatened or an actual act of terrorism;
Protect our citizens, residents, visitors, and assets against the greatest threats and hazards;
Mitigate the loss of life and property by lessening the impact of future disasters;
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.
.
Respond quickly to save lives, protect property and the environment, and meet basic human
needs in the aftermath of a catastrophic incident; or
Recover through a focus on the timely restoration, strengthening, and revitalization of
infrastructure, housing, and a sustainable economy as well as the health, social, cultural,
historic, and environmental fabric of communities affected by a catastrophic incident.
The core capabilities contained in the Goal are highly interdependent and require the use of existing
preparedness networks and activities to improve training and exercise programs, innovation, and
appropriate administrative, finance, and logistics systems.
12.2. Implementation of the National Preparedness System
12.2.1. IDENTIFYING AND ASSESSING RISK AND ESTIMATING CAPABILITY
REQUIREMENTS
By Dec. 31, 2022, recipients were required to complete a THIRA/SPR that addresses all 32 core
capabilities and is compliant with CPG 201, Third Edition. Recipients are required to submit a THIRA
every three years to establish a consistent baseline for assessment. 2022 was the start of the new
3-year THIRA/SPR cycle and baseline assessment year for existing recipients. Any new grant
recipients during future CYs, for which the THIRA/SPR requirement applies, will start their new 3-year
THIRA/SPR cycle and baseline assessment year in that year. Specific guidance on the requirements
for each core capability is provided through program implementation support and supplemental
guidance, as some core capabilities have fewer reporting requirements than others. Recipients must
continue to respond to a series of planning-related questions as part of the THIRA/SPR process.
While the THIRA is only required every three years, jurisdictions are required to submit an SPR
annually. The submission deadline is Dec. 31 each year (as applicable). For additional guidance on
the THIRA/SPR, please refer to CPG 201, Third Edition. Recipients are also encouraged to refer to
the Preparedness Toolkit, which is an online portal that provides the whole community with tools to
aid in implementing all six areas of the National Preparedness System.
Reporting
In each EMPG Program recipient’s BSIR, the recipient must describe how expenditures support
building capability, closing capability gaps, or sustaining capabilities identified in the THIRA/SPR
process. EMPG Program recipients will, on a project-by-project basis, check one of the following:
.
.
Building a capability with EMPG Program funding; or
Sustaining a capability with EMPG Program funding.
Building and Sustaining Core Capabilities
Recipients must describe how proposed EMPG Program-funded projects will close capability gaps
or sustain capabilities identified through the THIRA/SPR process, particularly SPR Step 2 (see CPG
201, Third Edition), or other relevant information sources that identify capability needs. See the
EMPG Program Work Plan template in the EMPG Program NOFO for additional guidance and
requirements.
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12.2.2. NATIONAL INCIDENT MANAGEMENT SYSTEM IMPLEMENTATION
EMPG Program recipients must use standardized resource management concepts for resource
typing, credentialing, and an inventory to facilitate the effective identification, dispatch, deployment,
tracking, and recovery of resources. EMPG Program funds may be used for NIMS implementation;
specifically, to meet the requirements described in the NIMS Implementation Objectives for Local,
State, Tribal, and Territorial Jurisdictions.
Reporting
.Recipients will answer questions in the applicable secondary NIMS assessment portion of the
URT as part of a jurisdiction’s THIRA/SPR submission. This involves reporting on the status of the
qualification system used within the jurisdiction and sub-jurisdictions, as outlined in the EMPG
Program NOFO.
.Reporting will also be through a review by the FEMA Regional NIMS Coordinators during annual
TA visits with the states, tribes, and territories within their regions.
12.2.3. NATIONAL QUALIFICATION SYSTEM IMPLEMENTATION
For FY 2023 and going forward, as a post-award requirement, all recipients in the 50 states and
District of Columbia must work toward achieving the Phase 1 NQS Implementation Objectives
outlined in the table below and must, at a minimum, execute the Implementation Plan they
developed in FY 2022 as part of the Phase 0 NQS Implementation Objectives. Jurisdictions that
began implementation in FY 2023 shall have designed and adopted organizational qualification
system procedures, a certification program and credentialing standards for incident workforce
personnel in alignment with the NIMS Guideline for the NQS. All other jurisdictions (including
territories and EMPG Program subrecipients) are required to work toward implementation of NQS by
developing an Implementation Plan, using the FEMA-provided two-page template referenced in the
table below.
For all states and territories, the following requirements shall apply:
.At a minimum, only EMPG Program-funded deployable personnel, as determined by each
recipient organization, will be required to meet NQS certification requirements.
.Recipients and subrecipients will be considered in compliance with the NQS requirements as
long they are working toward implementing the NQS Implementation Objectives as outlined in
the table below.
.The expected completion date for each phase of the NQS Implementation Objectives is Dec. 31
of the applicable CY.
Additional NQS Implementation Guidance can be found at the NQS Supplemental Documents page
on FEMA.gov.
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Table 8: National Qualification System Implementation Phase Objectives
Phase 0: NQS Implementation
Objectives for CY 2022 Example Indicators
. Only the 50 States, the District of
Columbia and Puerto Rico shall work
toward implementation of NQS by
developing an Implementation Plan
using the FEMA-provided two-page
template.
. Completion of a jurisdiction
implementation plan.
. Identification of implementation
challenges.
. The Implementation Plan will identify
a jurisdiction’s timeline for
implementing NQS by CY 2025.
. All other jurisdictions are encouraged
to begin working toward identifying, at
a minimum, frequently deployed
positions and implementation but will
not be required until CY 2023.
Phase 1: NQS Implementation
Objectives for CY 2023 Example Indicators
. All jurisdictions shall work toward
implementation of NQS by developing
an Implementation Plan using the
FEMA-provided two-page template.
. Completion of a jurisdiction
implementation plan.
. Identification of implementation
challenges.
. Jurisdictions that began . Qualification policies and procedures
approved by the jurisdiction.
Procedures may include:
implementation in CY 2022 shall
have designed and adopted
organizational qualification system
procedures, a certification program,
and credentialing standards for
incident workforce personnel in
alignment with the NIMS Guideline for
the NQS.
o Establishment of a Qualification
Review Board or equivalent review
processes for incident workforce
personnel qualifications.
o Individual and team coach and
evaluation processes for incident
workforce personnel qualifications.
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Phase 0: NQS Implementation
Objectives for CY 2022 Example Indicators
Example IndicatorsPhase 2: NQS Implementation
Objectives for CY 2024
. All jurisdictions shall have designed
and approved organizational
. Qualification policies and procedures
approved by the jurisdiction.
qualification system procedures,
certification program, and
credentialing standards for incident
workforce personnel in alignment with
the NIMS Guideline for the NQS.
. Minimum criteria that trainees must
meet to be qualified in a specific
position is outlined in the NQS Job
Title/Position Qualification.
. PTB issuance and completion data.. Jurisdictions that began . Adoption of a resource management
system, such as OneResponder: a
web-based application hosted in a
cloud environment. It allows Authority
Having Jurisdictions (AHJ) to manage
qualifications of personnel.
implementation in CY 2022 shall
have issued position task books
(PTBs) to incident workforce
personnel, as designated by the
jurisdiction, and ensure incident
workforce personnel show progress in
working toward task endorsements
and minimum training requirements.
. In CY 2024, all jurisdictions partially
satisfy the requirement by ensuring
designated incident workforce
personnel meet the minimum training
requirements from the Job
Title/Position Qualification.
. Jurisdictions shall use a resource
management or qualification tool
system to track the qualification,
certification, and credentialing of
incident workforce personnel.
Phase 3: NQS Implementation
Objectives for CY 2025 Example Indicators
.PTB issuance and completion data.. All jurisdictions shall have issued
PTBs to designated incident
workforce personnel and ensure
incident workforce personnel show
progress in working toward task
endorsements and minimum training
requirements.
Reporting
Data collection and reporting on NQS implementation will be addressed via the following:
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.
.
NIMS secondary assessment questions on the URT. This involves reporting on the status of the
qualification system used within the jurisdiction and sub-jurisdictions.
Review by the Regional NIMS Coordinators during annual TA visits with the states, tribes, and
territories within their regions.
12.3. Logistics Planning
12.3.1. DISTRIBUTION MANAGEMENT PLANS
EMPG Program recipients are required to develop and maintain a Distribution Management (DM)
plan as an annex to their existing EOP. CPG 101 v3 provides guidance on the fundamentals of
planning and development of EOPs. The Distribution Management Plan Guide 2.0 released in Jan.
2022 provides information on how to develop the DM plan annex, key DM plan components, how to
review and update a DM plan, and how FEMA reviews and evaluates the plans.
A state/territory should submit its DM plan as both a Word document and PDF to its FEMA Regional
Grants Division. The maturity level of the plan may vary by state/territory, but the recipient is
required to submit a DM plan that accurately reflects the state or territory’s current capabilities and
capacity to distribute resources to survivors after a disaster and addresses the following
components: Requirements Defining; Resource Ordering; Distribution Methods; Inventory
Management; Transportation; Staging; and Demobilization.
The DM plan must be reviewed by recipients on an annual basis and updated as necessary by Sept.
30 of each CY. In the applicable secondary CPG 101 assessment portion of the online URT,
jurisdictions capture whether they have developed and incorporated a DM plan in their EOP.
.The DM plan should focus on the distribution of commodities and supplies such as food, water,
generators, and tarps to survivors following a disaster.
.The DM plan should address strategies/plans for:
o
o
o
o
o
o
o
Requirements Defining;
Resource Ordering;
Distribution Methods;
Inventory Management;
Staging Areas;
Transportation; and
Demobilization.
FEMA Regional Logistics Branch staff will work with EMPG Program recipients to provide TA during
the development and maintenance of their DM plans and to ensure all recipients have effective DM
plans capable of integrating with federal, NGOs, private sector, and SLTT stakeholders during major
disasters. Recipients should refer to the following for additional guidance:
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.
.
IB 442, Guidance on Distribution Management Plans for the Fiscal Year 2019 Emergency
Management Performance Grants Program; and
The Distribution Management Plan Guidance found on the Planning Guides page on FEMA.gov
12.3.2. ADDITIONAL LOGISTICS PLANNING RESOURCES
FEMA recommends that EMPG Program recipients use the following resources in developing their
DM plan. To learn more about these programs and documents, or for any questions, please contact
the Logistics Section Chief from your FEMA Region.
.The Logistics Capability Assessment Tool 2 (LCAT2) Flyer: The LCAT2 Flyer provides an overview
of the LCAT2, how it is beneficial, how the LCAT process works, and how to obtain an LCAT2. For
more information on the LCAT2, contact your FEMA Regional Logistics Branch Chief.
.Points of Distribution (PODs) Training: FEMA Logistics developed a comprehensive POD training
to assist states in developing actionable emergency distribution plans and understanding
associated challenges. Additional information, including an explanatory DVD, POD guide, and
online exam, are available on EMI’s website at the IS-26: Guide to Points of Distribution page.
.
.
Interagency Logistics (IL) Training: This basic IL training course (Interagency Logistics Training,
E8540) familiarizes participants with the IL concepts of planning and response. The course also
provides an overview of IL Partner disaster response organizations, discusses parameters for
logistics support coordination, and creates a whole community forum to exchange the best
logistics practices. Recipients may find more information on this and other courses by visiting the
EMI Courses & Schedules website.
Other Logistics Planning Resources: Recipients will find additional planning guidance at the
Planning Guides page on FEMA.gov. Specific to logistics planning, CPG 101 v3 provides guidance
on how to incorporate logistics into EOPs. Additionally, the Supply Chain Resilience Guide
provides emergency managers with recommendations and best practices on how to analyze local
supply chains and work with the private sector to enhance supply chain resilience using a five-
phased approach.
Reporting
Annual DM plan reviews will be reported in the PPR for the quarter ending Sept. 30 of the most
recently awarded EMPG Program. Reviews that result in an update must be submitted to the
Regional Grants Division Director or Regional EMPG Program Manager for review by regional logistics
staff. The regional logistics staff will review and rate the plans using the latest FEMA Distribution
Management Plan Guide 2.0.
12.4. Evacuation Planning
EMPG Program recipients should review and update their EOP in accordance with CPG 101 v3.
Recipients are strongly encouraged to include an evacuation plan or annex as part of their EOP as
well as plans to exercise and validate the evacuation plan and capabilities. At a minimum, recipients
should incorporate the National Response Framework’s (NRF’s) Mass Evacuation Incident Annex’s
planning considerations, and other FEMA documents related to evacuation planning, when
developing their own Evacuation Plan or Annex. See the NRF, Fourth Edition (October 2019) and NRF
Mass Evacuation Incident Annex (June 2008). Additional National Preparedness resources are
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available at National Preparedness and Planning Guides pages on FEMA.gov. Specific to evacuation
planning, the Evacuation and Shelter in Place Guidance identifies relevant concepts, considerations,
and principles that can inform jurisdictions in planning for evacuation and/or shelter-in-place
protective actions.
12.5. Disaster Housing Planning
12.5.1. STATE-LED DISASTER HOUSING TASK FORCE
Based on lessons learned from recent disasters, FEMA strongly encourages EMPG Program
recipients to establish a State-Led Disaster Housing Task Force (SLDHTF) plan as part of their EOP or
as a standalone document and update their plan at least once every two years.
SLDHTFs lead and coordinate state, local, private sector, and community-based actions to assess
housing impacts, identify appropriate post-disaster housing options, and establish processes for
expediting post-disaster housing delivery. SLDHTF plans should clearly identify the roles,
responsibilities, composition, and mobilization procedures for the SLDHTF, and how the SLDHTF
integrates into the incident command structure. To have a successful SLDHTF plan, FEMA
encourages recipients to establish a State Disaster Recovery Coordinator (SDRC).
.Complete the State Housing Strategy Template.
12.5.2. DISASTER HOUSING EXERCISES
SLTT governments are encouraged to exercise and validate their long-term sheltering and housing
stabilization plans as part of an existing exercise program. This includes:
.Validating the organizational structure of the Housing Task Force and internal readiness
capabilities to address post-disaster housing recovery.
.Validating disaster housing communication plans and procedures that coordinate and integrate
the activities and information generated by internal/external partners.
.
.
Validating data systems, security, and exchange protocols.
Validating planned actions and milestones transitioning from emergency sheltering to temporary
housing to permanent housing and long-term recovery.
12.5.3. ADDITIONAL DISASTER HOUSING PLANNING RESOURCES
SLTT governments are encouraged to review the planning guidance available at the Planning Guides
page on FEMA.gov. The Planning Guides page includes Planning Considerations: Disaster Housing
Guidance for State, Local, Tribal and Territorial Partners (May 2020), which supplements CPG 101
v3. It provides guidance on national housing priorities, types of housing, key considerations, and
housing-specific planning recommendations for SLTT jurisdictions to use, in conjunction with the Six-
Step Planning Process described in CPG 101 v3, to develop or improve disaster housing plans.
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12.6. State Disaster Recovery Coordinator
The Pre-Disaster Recovery Planning Guide helps states prepare for recovery by developing pre-
disaster recovery plans that follow a process to engage members of the whole community, develop
recovery capabilities, and create an organizational framework for recovery efforts.
FEMA strongly recommends that EMPG Program recipients include pre-disaster recovery planning as
part of their State Readiness and Preparedness efforts by establishing an SDRC. An effective pre-
disaster recovery plan and process is crucial to help recipients prepare for major disaster incidents
and recover effectively. Recipients are encouraged to use the Pre-Disaster Recovery Planning Guide
to help inform their identification and establishment of a SDRC. The SDRC position should be
included in the State Administrative Plan with the following responsibilities:
.Development of the pre-disaster recovery plan, including state-level leadership and structure,
formation of communication channels, multi-agency coordination, and building whole-community
partnerships to support recovery efforts.
.
.
.
.
Set the stage for necessary strategic, operational, and tactical post-disaster planning, actions,
and processes.
Maximize impact of federal, private sector, and nongovernmental dollars to enable recovery and
resilience.
Accelerate the delivery of resources, including funding and TA, to disaster-impacted
communities.
Enable state leadership to better organize and identify gaps in the state’s recovery capabilities.
12.7. Disaster Financial Management Policies and Procedures
Lessons learned from recent hurricane seasons and wildfires demonstrate the need for impacted
jurisdictions to improve their ability to immediately track and account for disaster costs. Disaster
financial management includes policies and procedures that work to recover expenses pertaining to
damage, emergency protective measures, and debris management during and after a disaster.
These policies and procedures include, but are not limited to, those supporting eligible contract costs
and force account labor, materials, and equipment.
12.7.1. STATE ADMINISTRATIVE PLAN
FEMA strongly recommends that EMPG Program recipients include disaster financial management
planning as part of their State Administrative Plan. An effective disaster financial management plan
and process is crucial to help recipients prepare for declarations of emergencies or major disasters
and plan for reimbursement. The table below details the processes that should be included in the
State Administrative Plan and recommendations on where they should be placed.
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Table 9: State Administrative Plan Guidance
State Administrative Plan Section
Recommendations
Processes
. Section V Part D: Project Funding and . A process to ensure subrecipients are
tracking and documenting disaster costs
necessary for federal reimbursement, such
as receipts, invoices, procurement
documents, contracts, and insurance
coverage/claims
Reimbursement
. Section V Part G: Records and Reports
. Section V Part D: Project Funding and . A process to document disaster cost
operations such as labor, equipment, and
materials that are allowable under federal
requirements
Reimbursement
. Section V Part G: Records and Reports
. Section V Part D: Project Funding and . A process to ensure that subrecipients are
Reimbursement not receiving a duplication in benefits
. Section IV Part B: Organization and Staffing . A process to ensure pre-disaster contracts
and procurement strategies are in place, if
necessary
Additionally, recipients are encouraged to use EMPG Program funds for training that develops,
delivers, and exercises disaster financial management procedures.
12.7.2. DISASTER FINANCIAL MANAGEMENT RESOURCES
Recipients are encouraged to use the following resources to inform their disaster financial
management planning efforts:
.State Administrative Plan Template: Recipients are recommended to use the State
Administrative Plan template found on FEMA’s Public Assistance webpage to inform their
planning efforts. The template includes example structure and content as a model for states to
create their own Administrative Plan.
.
.
Public Assistance Program and Policy Guide: The Public Assistance Program and Policy Guide
(PAPPG) combines all Public Assistance policy into a single volume and provides an overview of
the Public Assistance program implementation process.
Public Assistance Frequently Asked Questions and Guidance: Recipients are encouraged to view
the Public Assistance Frequently Asked Questions and guidance found on the Public Assistance
webpage to assist with disaster financial management planning efforts. The webpage provides
information pertaining to documentation, Public Assistance grant funding eligibility, and hazard
mitigation and can be found at the Public Assistance Fact Sheets, Job Aids, and FAQs page on
FEMA.gov.
.DHS OIG Audit Tips: Recipients are recommended to consult the DHS OIG report, Audit Tips for
Managing Disaster-Related Project Costs (OIG-17-120-D) for further assistance in documenting
and accounting for disaster-related costs. This report is informed by OIG audit findings and can
assist recipients in addressing issues that are frequent findings in disaster-related audits.
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.
.
Disaster Financial Management Guide: The Disaster Financial Management Guide provides
guidance for SLTT partners on establishing and implementing sound disaster financial
management practices.
PDAT Training and Resources: The PDAT provides training and other resources to assist grant
recipients in their efforts to comply with federal procurement standards.
12.8. Training and Exercises
12.8.1. INTEGRATED PREPAREDNESS PLAN
Recipients are expected to engage senior leaders and other whole community stakeholders to
identify preparedness priorities specific to training and exercise needs, which will guide development
of a state/territory multi-year IPP. Like the EMPG Program Work Plan development process, these
priorities should be informed by various factors, including jurisdiction-specific threats and hazards
(i.e., the THIRA); areas for improvement identified by real-world events and exercises (i.e., AAR);
external requirements such as stakeholder preparedness reviews (i.e., SPR), homeland security
policy, and industry reports; and accreditation standards, regulations, or legislative requirements.
Recipients must document these priorities, in conjunction with the Work Plan development process,
and use them to deploy a schedule of preparedness events and activities in the IPP. Information
related to IPPs and IPPWs can be found on the HSEEP page on FEMA.gov and FEMA’s Preparedness
Toolkit. FEMA Regional staff can provide TA for IPP and IPPW development.
Recipients should ensure that their EMPG Program Work Plans and IPPs align with and are
complementary to one another and are used in tandem to support shared priorities for building and
sustaining the state/territory’s preparedness capabilities. Recipients should include planning,
training, and exercise projects in their EMPG Program Work Plan that support priorities included in
their IPP. The current multi-year IPP must be submitted to hseep@fema.dhs.gov and the Regional
EMPG Program Manager before Jan. 31 of each year.
This will help ensure that priorities for both the IPP and EMPG Program Work Plan are based on
building capability and/or closing capability gaps documented in their THIRA/SPR and other relevant
sources of information. For example, if a recipient included Logistics and Distribution Management,
Resilient Communications, and Housing as priorities for its IPP, those should also be priorities in its
EMPG Program Work Plan. Additionally, IPPs should include all planning, training, and exercise
activities funded by the EMPG Program as well as activities funded by other sources. This inclusion
will ensure that recipients’ preparedness projects, investments, and activities are concentrated,
focused, and oriented toward closing gaps related to their top priorities, regardless of funding
source.
12.8.2. VALIDATING CAPABILITIES THROUGH EXERCISES
All recipients are required to develop and maintain a progressive exercise program consistent with
HSEEP guidance in support of the NEP. The NEP serves as the principal exercise mechanism for
examining national preparedness and measuring readiness. The NEP is a two-year cycle of exercises
across the nation that validates capabilities in all preparedness mission areas. The two-year NEP
cycle is guided by Principals’ Strategic Priorities, established by the National Security Council, and
informed by preparedness data from jurisdictions across the Nation.
The NEP provides exercise sponsors the opportunity to receive exercise design and delivery
assistance, tools and resources, enhanced coordination, and the ability to directly influence and
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inform policy and preparedness programs. If you have any questions or would like to request
assistance through the NEP, please visit the NEP website or reach out to the NEP directly at
NEP@fema.dhs.gov.
The exercises and priorities outlined in the IPP and all EMPG Program-funded exercises must be
included in the current fiscal year’s EMPG Program Work Plan. To avoid duplicate reporting,
applicants/recipients are not required to report EMPG Program-funded personnel costs associated
with exercises in the EMPG Program Work Plan. See the EMPG Program Work Plan template in the
EMPG Program NOFO for additional guidance.
12.8.3. TRAINING
Like the exercise guidance above, training activities should align to a current, multi-year IPP
developed through an annual IPPW and build from training gaps identified in the THIRA/SPR and
work plan development process. Further guidance concerning the IPP and the IPPW can be found at
the HSEEP Resources page on Preparedness Toolkit.
Through the NPD’s training and education enterprise, consisting of CDP, EMI, and NTED’s
partnerships with the National Domestic Preparedness Consortium, Rural Domestic Preparedness
Consortium, Continuing Training Grants partners, and the Center for Homeland Defense and
Security, FEMA develops and delivers training and education programs to increase capabilities,
reduce risk, and build resilient communities. More than 700 tuition-free courses are offered to
members of SLTT communities. By accessing the National Preparedness Course Catalog, users will
find all courses to include EMI training and includes links to the basic, advanced, and executive
emergency management academies.
12.8.4. FEMA’S NATIONAL PREPAREDNESS COURSE CATALOG
Training should foster the development of a community-oriented approach to emergency
management that emphasizes engagement at the community level, strengthens best practices, and
provides a path toward building sustainable resilience, all of which is included in the curriculum of
the EMI Basic Academy. The EMI Basic Academy provides a foundational education in emergency
management as a way for emergency managers to begin or advance their career. The goal of the
Basic Academy is to support the early careers of emergency managers through a training experience
combining knowledge of all fundamental systems, concepts, and practices of cutting-edge
emergency management.
EMPG Program funds used for training should support the nationwide implementation of NIMS. The
NIMS Training Program establishes a national curriculum for NIMS and provides information on
NIMS courses. Recipients are encouraged to place emphasis on the core competencies as defined in
the NIMS Training Program. NIMS is also included in the curriculum of the EMI Basic Academy. The
NIMS Training Program can be found at NIMS Implementation and Training.
All EMPG Program-funded personnel are expected to be trained emergency managers (see Section
12.2.3 “National Qualification System Implementation”). All EMPG Program-funded personnel must
complete either the Independent Study courses identified in the Professional Development Series, or
the National Emergency Management Basic Academy delivered either by EMI or at a sponsored
SLTT, regional, or other designated location. Further information on the National Emergency
Management Basic Academy and the Emergency Management Professional Program (EMPP) can be
found at the EMPP page on EMI’s website. A complete list of Independent Study Program Courses
may be found at the Independent Study page on EMI’s website.
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In addition to training activities aligned to and addressed in the IPP, all EMPG Program-funded
personnel (including full- and part-time SLTT recipients and subrecipients) must complete the
following training requirements and record proof of completion:
1. NIMS Training, Independent Study (IS)-100 (any version), IS-200 (any version), IS-700 (any
version), and IS-800 (any version)2; and
2. Professional Development Series (PDS) or the EMPP Basic Academy courses listed in the
table below.
Table 10: PDS or EMPP Basic Academy Courses
PDS Basic Academy
Professional Development Series Basic Academy Pre-requisites and Courses
IS-120.a: An Introduction to Exercises IS-100 (any version): Introduction to the
Incident Command System
IS-230.d: Fundamentals of Emergency
Management
IS-700 (any version): National Incident
Management System (NIMS)-An Introduction
IS-235.b: Emergency Planning IS-800 (any version): National Response
Framework, An Introduction
IS-240.b: Leadership and Influence IS-230.d: Fundamentals of Emergency
Management
IS-241.b: Decision Making and Problem
Solving
E/L101: Foundations of Emergency
Management
IS-242.b: Effective Communication E/L102: Science of Disasters
IS-244.b: Developing and Managing
Volunteers
E/L103: Planning Emergency Operations
IS-244.b: Developing and Managing
Volunteers
E/L104: Exercise Design
IS-244.b: Developing and Managing
Volunteers
E/L105: Public Information & Warning
The EMI Basic Academy provides this foundational Emergency Management education. To ensure
the professional development of the emergency management workforce, the recipients must ensure
a routine capabilities assessment is accomplished and an IPP is developed and implemented.
2 NIMS training courses IS-100, IS-200, IS-700, and IS-800 only need to be taken once to fulfill requirements. Also,
previous versions of the IS courses are still considered as meeting the NIMS training requirement.
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12.8.5. TRAINING AND EXERCISE REPORTING
.All EMPG Program-funded exercise and training activities must be captured in the approved
EMPG Program Work Plan and should be included in the IPP. This includes training for which the
only expenses are for overtime and/or backfill costs associated with emergency management
personnel attending the training.
.
.
EMPG Program-funded exercise costs in the Work Plan can include costs to plan, conduct and
evaluate the exercise (e.g., planning, materials, props, contractual services for conducting the
exercise, AAR, and IP, etc.).
All EMPG Program-funded training activities must be reported quarterly. To simplify reporting, it is
recommended the recipient submit an updated Training Data Table from the EMPG Program
Work Plan Template as an attachment to the quarterly PPR. For those recipients who choose not
to use the EMPG Program Work Plan Template, the data and information found in the Training
Data Table must still be submitted (in any chosen format) as an attachment to the PPR.
.EMPG Program-funded personnel costs associated with exercises are not required in the EMPG
Program Work Plan Template for application or reporting purposes.
.
.
Recipients are encouraged to enter their exercise information into the Preparedness Toolkit.
Recipients must have a current multi-year IPP that identifies preparedness priorities and
activities. The current multi-year IPP must be submitted to hseep@fema.dhs.gov and the
Regional EMPG Program Manager and indicate which fiscal year’s funds were used (if applicable)
before Jan. 31 of each year.
.Submission of AAR/IPs to hseep@fema.dhs.gov and the Regional EMPG Program Manager must
take place within 90 days following completion of the single exercise or progressive series.
o Recipients are encouraged to submit AAR/IPs reflecting tabletop exercises that validate
critical plans or those reflecting large-scale functional or full-scale exercises that took place
at the state, territorial, tribal, or regional level. Recipients are discouraged from submitting
AAR/IPs specific to local jurisdictions that reflect drills.
o If a state, territory, tribe, or local jurisdiction has experienced a major disaster and they would
like to request exemptions for a scheduled exercise, the recipient should send this request to
its assigned Regional EMPG Program Manager through the quarterly PPR. Exemptions will be
reviewed by the Region on a case-by-case basis.
.
.
Recipients can access a sample AAR/IP template at the Improvement Planning Templates page
on Preparedness Toolkit.
Recipients must report their NIMS implementation status of their jurisdiction and sub-
jurisdictions, including the training of personnel, in the applicable secondary NIMS assessment
portion of the URT as part of their THIRA/SPR submission.
.
.
Recipients must maintain proof of completion of training requirements. Recipients are
encouraged to use the OneResponder system to enter, track, and report training.
Training Information Reporting System (“Web Forms”): Web Forms is an electronic data
management system built to assist SAA TPOCs and federal agencies to submit non-NTED training
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courses for inclusion in the State/Federal-Sponsored Course Catalog. The information collected
is used in a two-step review process to ensure that the training programs adhere to the EMPG
Program’s intent, and the course content is sound and current. While reporting training activities
through Web Forms is not required under the EMPG Program, the system remains available and
can be accessed through the Web-Forms section of the FEMA National Preparedness Course
Catalog to support recipients in their own tracking of training deliveries.
12.9. Reviewing and Updating Planning Products
Based on the applicant’s current THIRA/SPR, capability levels, and resources, plans should be
reviewed on an annual basis to determine if they remain relevant or need to be updated. This review
should be based on a current THIRA/SPR and utilize information gathered during the capability
validation process. These reviews will provide a means to determine priorities, direct preparedness
actions, and calibrate goals and objectives.
12.10. Program Performance Reporting Requirements
12.10.1. STANDARDIZED PROGRAMMATIC REPORTING FOR THE EMERGENCY
MANAGEMENT PERFORMANCE GRANT PROGRAM
The EMPG Program Work Plan Template standardizes data collection, which enables improved
analysis and reporting. The EMPG Program Work Plan includes 10 components:
1. Grant Investment Strategy
2. Grant Activities Outline
3. Detailed Budget – Excluding M&A
4. Budget Narrative – Excluding M&A
5. Detailed Budget – M&A Only
6. Budget Narrative – M&A Only
7. EMPG Program Summary
8. Implementation Schedule
9. Training Data Table
10. Exercise Data Table
Although using the fiscal year’s EMPG Program Work Plan Template is not mandatory (see the EMPG
Program Work Plan template in the EMPG Program NOFO), baseline data on personnel, training, and
exercises, as well as the information included on the Grant Activities Outline and Implementation
Schedule, must be provided in the EMPG Program Work Plan at the time of application regardless of
the chosen work plan format.
The status of all EMPG Program-funded plans, training, and exercise activities, any risks that may
affect project progress or success, and updates to project schedules, must be reported quarterly as
part of the PPR. To facilitate reporting, recipients are encouraged to submit an updated
Implementation Schedule, Training Data Table, and Exercise Data Table from the EMPG Program
Work Plan Template as an attachment to the quarterly PPR. Recipients who choose not to use the
EMPG Program Work Plan Template must still provide the updated data and information included in
the Implementation Schedule, Training Data Table, and Exercise Data Table, but may use a different
format for reporting that information in their PPR submission.
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13. Abbreviations and Acronyms
Abbreviation
AAR
Definition
After-Action Report
ABA Architectural Barriers Act of 1968
Americans with Disabilities ActADA
ADDIE
AEL
Analysis, Design, Development, Implementation, and Evaluation
Authorized Equipment List
AHJ Authority Having Jurisdiction
AMSC
AMSP
ANSI
AOR
Area Maritime Security Committees
Area Maritime Security Plan
American National Standards Institute
Authorized Organizational Representative
Assistant Secretary for Preparedness and Response
Alcohol, Tabaco, Firearms, and Explosives
Build America, Buy America Act
ASPR
ATF
BABAA
BASE
BCRTP
BPETS
BSIR
CAD
Baseline Assessment for Security Enhancement
Business Continuity and Resumption of Trade Plans
Border Patrol Enforcement Tracking System
Biannual Strategy Implementation Report
Computer Assisted/Aided Dispatch
Corrective Action PlansCAP
CART
CBP
Computer Aided Real-Time Translation
Customs and Border Protection
CBRN
CBRNE
CDC
Chemical, Biological, Radiological, and Nuclear
Chemical, Biological, Radiological, Nuclear, Explosive
Centers for Disease Control and Prevention
Center for Domestic Preparedness
Continuity Guidance Circular
CDP
CGC
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Abbreviation
CISA
Definition
Cybersecurity and Infrastructure Security Agency
Customer-Owned and Managed
Communications Unit
COAM
COMU
CONOPS
COTP
CPG
Concept of Operations
Captain of the Port
Comprehensive Preparedness Guide
Commercial Service Providers
Continuing Training Grants
CSPs
CTG
CWMD
CY
Countering Weapons of Mass Destruction
Calendar Year
DAR Daily Activity Report
DEC Disaster Emergency Communications
Department of Homeland Security
Distribution Management
DHS
DM
DOJ Department of Justice
DOL Department of Labor
DOT Department of Transportation
Enhanced Cybersecurity Services
Explosive Detection Canine Teams
Environmental Planning and Historic Preservation
Emergency Management Agency
Emergency Management Assistance Compact
Emergency Management Accreditation Program
Emergency Management Institute
Enterprise Mobility Management
Electromagnetic Pulse
ECS
EDCTs
EHP
EMA
EMAC
EMAP
EMI
EMM
EMP
EMPG Emergency Management Performance Grant
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Abbreviation
EMPP
EMS
Definition
Emergency Management Professional Program
Emergency Medical Services
Emergency Medica Services for Children
Executive Order
EMSC
EO
EOP Emergency Operations Plan
Evolved Packet CoreEPC
FAR Federal Acquisition Regulation
Federal Bureau of Investigation
Federal Continuity Directive
Federal Emergency Management Agency
FEMA Grants Outcomes
FBI
FCD
FEMA
FEMA GO
FFR Federal Financial Report
FFRMS
FirstNet
FLR
Federal Flood Risk Management Standard
First Responder Network
First Line Review
FNARS
FRAGO
FRTS
FSP
FEMA National Radio System
Fragmentary Order
First Responder Training System
Facility Security Plan
FVA Freeboard Value Approach
Fiscal YearFY
GAAP
GAO
General Accepted Accounting Principles
Government Accountability Office
Government Furnished Information
Geographic Information Systems
Grant Programs Directorate
General Services Administration
GFI
GIS
GPD
GSA
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Abbreviation
HHS
HIDTA
HPP
HSA
HSEEP
HSGP
HSIN
I&A
Definition
Health and Human Services
High-Intensity Drug Trafficking Areas
Hospital Preparedness Program
Homeland Security Act of 2002
Homeland Security Exercise and Evaluation Program
Homeland Security Grant Program
Homeland Security Information Network
Intelligence and Analysis
IAPPG
IB
Individual Assistance Program and Policy Guide
Information Bulletin
IBSGP
IEDDA
IGSA
IJ
Intercity Bus Security Grant Program
International Explosive Detection Dog Association
Inter-Governmental Service Agreement
Investment Justification
IL Interagency Logistics
INA Immigration and Nationality Act
Interagency Operations Centers
Improvement Plan
IOC
IP
IPAWS
IPP
Integrated Public Alert and Warning System
Integrated Preparedness Plan
IPPWs
IPR
Integrated Preparedness Planning Workshops
Intercity Passenger Rail
IPT Integrated Planning Team
IRPF
ISE
Infrastructure Resilience Planning Framework
Information Sharing Environment
Information TechnologyIT
JES Joint Explanatory Statement
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Abbreviation
K-9
Definition
Canines
LCAT2
LEP
Logistics Capability Tool 2
Limited English Proficiency
LESO
LTE
Law Enforcement Support Office
Long-Term Evolution
M&A Management and Administration
Mobile Communications Office Vehicles
Maritime Domain Awareness
MCOV
MDA
MDM
MERS
MSAs
MSRAM
MTSA
NCSWIC
ND
Mobile Device Management
Mobile Emergency Response Support
Metropolitan Statistical Areas
Maritime Security Risk Analysis Model
Maritime Transportation Security Act
National Council of Statewide Interoperability Coordinators
Non-Disaster
NDAA
NDPC
NECP
NEDCTP
NEP
National Defense Authorization Act
National Domestic Preparedness Consortium
National Emergency Communications Plan
National Explosives Detection Canine Team Program
National Exercise Program
NGO Nongovernmental Organization
National Highway Traffic Safety Administration
National Information Exchange Model
National Incident Management System
National Institute of Standards and Technology
Notice of Funding Opportunity
NHTSA
NIEM
NIMS
NIST
NOFO
NPCA National Police Canine Association
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Abbreviation
NPD
Definition
National Preparedness Directorate
National Qualification SystemNQS
NRF National Response Framework
Nonprofit Security Grant Program
Nationwide Suspicious Activity Reporting Initiative
National Security Special Event
National Training and Education Division
National Telecommunications and Information Administration
Office of Inspector General
NSGP
NSI
NSSE
NTED
NTIA
OIG
OMB Office of Management and Budget
Office of National Continuity Programs
Operation Stonegarden
ONCP
OPSG
PAPPG
PARS
PDAT
PHEP
POC
Public Assistance Program and Policy Guide
Payment and Reporting Systems
Procurement Disaster Assistance Team
Public Health Emergency Preparedness
Point of Contact
PODs
POP
Points of Distribution
Period of Performance
PPD Presidential Policy Directive
PPE Personal Protective Equipment
Performance Progress ReportPPR
PRICE Act Personal Reimbursement for Intelligence Cooperation and
Enhancement of Homeland Security Act
PRMP
PSGP
PTT
Port Wide Risk Mitigation Plan
Port Security Grant Program
Push-to-Talk
RANs Radio Access Networks
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Abbreviation
RDPC
RECC
RECCWG
RECP
RF
Definition
Rural Domestic Preparedness Consortium
Regional Emergency Communications Coordinator
Regional Emergency Communications Coordination Working Groups
Regional Emergency Communications Plan
Radio Frequency
RFI Request for Information
RISS Regional Information Sharing Systems
Records Management SystemsRMS
R/Q Responsibility/Qualification
RRAP
RTSWGs
SAA
Regional Resilience Assessment Program
Regional Transportation Security Working Groups
State Administrative Agency
SAC Senior Advisory Committee
SAR Suspicious Activity Report
SAT Simplified Acquisition Threshold
SCIP Statewide Communication Interoperability Plan
State Disaster Recovery Coordinator
Schedule of Expenditures of Federal Awards
State Homeland Security Program
Statewide Interoperability Executive Committee
Statewide Interoperability Governance Board
Subscriber Identification Modules
State-Led Disaster Housing Task Force
State, Local, Tribal, and Territorial
Standard Operating Procedure
SDRC
SEFA
SHSP
SIEC
SIGB
SIMS
SLDHTF
SLTT
SOP
SPF Single Point of Failure
SPOC Single Point of Contact
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Abbreviation
SPR
Definition
Stakeholder Preparedness Review
Small Unmanned Aircraft Systems
Statewide Interoperability Coordinator
Technical Assistance
sUAS
SWIC
TA
the Goal
THIRA
THSGP
TICP
National Preparedness Goal
Threat and Hazard Identification and Risk Assessment
Tribal Homeland Security Grant Program
Tactical Interoperability Communications Plan
Transportation Infrastructure Security Branch
Training Point of Contact
TISB
TPOC
TPP Training Partner Program
TSA Transportation Security Administration
Terrorist Screening CenterTSC
TSGP
UAS
Transit Security Grant Program
Unmanned Aircraft System
UASI Urban Area Security Initiative
Urban Area Working GroupUAWG
UICC
URT
Universal Integrated Circuit Cards
Unified Reporting Tool
USB Universal Serial Bus
USBP
USCG
USPCA
USSS
VASP
VPN
United States Border Patrol
United States Coast Guard
U.S. Police Canine Association
United States Secret Service
Vulnerability Assessment and Security Plan
Virtual Private Network
VSP Vessel Security Plan
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ATTACHMENT B
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ATTACHMENT C
Fiscal Year 2024
Emergency Management
Performance Grant (EMPG)
California Supplement to the
Federal Notice of Funding Opportunity
January 2025
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SECTION 1—OVERVIEW………………………………………………………………………….1
Federal Program Announcement
Information Bulletins
Purpose of the California Supplement
Key Changes to the FY 2024 Emergency Management Performance Grant
Grant Management Memoranda
Eligible Subrecipients
Tribal Allocations
Subrecipient Allocations
Supplanting
Public/Private Organizations
Debarred/Suspended Parties
SECTION 2—FEDERAL CHANGES AND INITIATIVES .......................................................5
FY 2024 Program Priorities
National Campaigns and Programs
NIMS Implementation
Match Requirement
Management and Administration
Indirect Costs
Equipment Typing/Identification and Use
Equipment Maintenance and Sustainment
Small Unmanned Aircraft Systems
Telecommunications Equipment or Services Prohibitions
Emergency Operations Plans
Conflict of Interest
Integrated Preparedness Plan
Prohibited and Controlled Equipment
Build America, Buy America Act
SECTION 3—STATE CHANGES AND INITIATIVES.......................................................... 13
California Homeland Security Strategy Goals
“On Behalf Of”
Public Alert and Warning
SECTION 4—REQUIRED STATE APPLICATION COMPONENTS...................................... 14
Financial Management Forms Workbook
Subrecipient Grants Management Assessment
Application Attachments
Standard Assurances
Governing Body Resolution
Authorized Agent Information
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SECTION 5—THE STATE APPLICATION PROCESS......................................................... 18
Application Submission
Late or Incomplete Application
EMPG Contact Information
Subaward Approval
SECTION 6—POST AWARD REQUIREMENTS ................................................................ 19
Payment Request Process
Semi-Annual Drawdown Requirements
Modifications
Training Requirements
Exercises, Improvement Plans and After Action Reporting
Procurement Standards and Written Procedures
Procurement Documentation
Procurement Thresholds
Noncompetitive Procurements
Environmental Planning and Historic Preservation
Construction and Renovation
Inventory Control and Property Management
Equipment Disposition
Performance Reporting
Extension Requests
Progress Reports on Grant Extensions
Monitoring
Failure to Submit Required Reports
Suspension/Termination
Closeout
Records Retention
ATTACHMENTS
A – FY 2024 EMPG Allocations
B – FY 2024 EMPG Timeline
C – FY 2024 EMPG Program Checklist
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Section 1 ‒ Overview | 2024
Federal Program
Announcement
In April 2024, the U.S. Department of Homeland Security
(DHS)/Federal Emergency Management Agency (FEMA)
issued the Fiscal Year (FY) 2024 Emergency Management
Performance Grant (EMPG), Notice of Funding
Opportunity (NOFO) and FEMA Preparedness Grants
Manual.
Subrecipients must follow the programmatic requirements
in the NOFO, FEMA Preparedness Grants Manual, and the
applicable provisions of the Uniform Administrative
Requirements, Cost Principles, and Audit Requirements for
Federal Awards located in Title 2, Code of Federal
Regulations (C.F.R.) Part 200.
Information Bulletins DHS issues Information Bulletins (IBs) to provide updates,
clarification, and new requirements throughout the life of
the grant.
Purpose of the
California Supplement
The FY 2024 EMPG California Supplement to the NOFO
(State Supplement) is intended to complement, rather
than replace, the NOFO and the FEMA Preparedness
Grants Manual. Applicants are highly encouraged to
thoroughly read the NOFO and the Preparedness Grants
Manual before referring to the State Supplement. The
State Supplement will emphasize differences between the
FY 2023 and FY 2024 EMPG and highlight additional
California policies and requirements applicable to the
FY 2024 EMPG.
Key Changes to the
FY 2024 EMPG
The National Priorities for the FY 2024 EMPG Program
continue to be:
• Equity
• Climate Resilience
• Readiness
A detailed description of allowable investments for each
national priority is included in the FY 2024 EMPG NOFO.
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Section 1 ‒ Overview | 2024
Key Changes to the
FY 2024 EMPG Cont.
Phase 2 National Qualification System (NQS) for Calendar
Year 2024
Subrecipients shall have designed and approved
organizational qualification system procedures,
certification program, and credentialing standards for
incident workforce personnel in alignment with the NIMS
Guideline for the NQS.
Additional information regarding the NQS implementation
requirements and be found in the FEMA Preparedness
Grants Manual.
Public Alert and Warning Preparedness
Subrecipients shall include exercise objectives centered
on practicing and validating their plans and procedures
for sending emergency alerts to the public through the
FEMA Integrated Public Alert and Warning System.
Purchasing Under a FEMA Award: 2024 OMB Revisions:
The Office of Management and Budget (OMB) updated
parts of the OMB Guidance for Grants and Agreements in
Title 2 of the Code of Federal Regulations. These updates
will apply to FEMA awards with an award date on or after
October 1, 2024.
Updates to the federal procurement standards at 2 C.F.R.
§§ 200.317 – 200.327, which govern how FEMA award
recipients and subrecipients must conduct purchases
under a FEMA award.
FEMA will update its policy and guidance documents to
incorporate these revisions. For now, please refer to the
Purchasing Under a FEMA Award: 2024 OMB Revisions
Fact Sheet. Details on all the 2 C.F.R. revisions can be
found on the Federal Register’s Guidance for Federal
Financial Assistance webpage. For additional information
on the federal procurement standards, visit Contracting
with Federal Funds for Goods and Services Before, During
and After Disasters | FEMA.gov.
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Section 1 ‒ Overview | 2024
Grants Management
Memoranda
Cal OES issues Grant Management Memoranda (GMMs)
which provide additional information and requirements
regarding EMPG funds.
Eligible Subrecipients
Tribal Allocations
Eligible Applicants, referred to as Subrecipients, include
Counties/Operational Areas (OAs), and federally-
recognized tribes located in California.
The NOFO strongly encourages Cal OES to provide EMPG
funds directly to tribes in California. To implement this
requirement, a special Competitive Funding Opportunity
will be issued to California’s federally-recognized tribes. All
Subrecipients are encouraged to coordinate with tribal
governments to ensure that tribal needs are considered in
their grant applications.
Subrecipient
Allocations
FY 2024 EMPG Subrecipient final allocations are included
in Attachment A.
Supplanting Grant funds must be used to supplement existing funds,
not replace (supplant) funds that have been
appropriated for the same purpose. Subrecipients may be
required to provide supporting documentation that
certifies a reduction in non-federal resources occurred for
reasons other than the receipt or expected receipt of
federal funds. Supplanting will result in the disallowance of
any activity associated with this improper use of federal
grant funds.
Public/Private
Organizations
Subrecipients may contract with any other public or private
organizations to perform eligible activities on approved
EMPG projects.
Debarred/
Suspended Parties
Subrecipients must not make or permit any award
(subaward or contract) at any tier, to any party, that is
debarred, suspended, or otherwise excluded from, or
ineligible for, participation in federal assistance programs.
Subrecipients must obtain documentation of eligibility prior
to making any subaward or contract funded by EMPG
funds, and must be prepared to present supporting
documentation to monitors/auditors.
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Section 1 ‒ Overview | 2024
Debarred/
Suspended Parties
Cont.
Before entering into a Grant Subaward, the Subrecipient
must notify Cal OES if it knows if any of the principals under
the subaward fall under one or more of the four criteria
listed at 2 C.F.R. § 180.335. The rule also applies to
Subrecipients who pass-through funding to other local
entities.
If at any time after accepting a subaward, Subrecipients
learn that any of its principals fall under one or more of
the criteria listed at 2 C.F.R. § 180.335, immediate written
notice must be provided to Cal OES and all grant
activities halted until further instructions are received from
Cal OES. The rule also applies to subawards passed
through by Subrecipients to local entities.
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FY 2024 Program
Priorities
DHS/FEMA annually publishes the National Preparedness
Report (NPR) to report national progress in building,
sustaining, and delivering the core capabilities outlined in
the goal of a secure and resilient nation. This analysis
provides a national perspective on critical preparedness
trends for whole community partners to use to inform
program priorities, allocate resources, and communicate
with stakeholders about issues of concern.
In developing applications for the FY 2024 EMPG Program,
Subrecipients should fund projects that address areas for
improvement as they relate to emergency management
capabilities, and projects that fall into the state, regional,
and national priority areas, including:
• Planning
• Operational Coordination
• Community Resilience
• Equity
• Climate Resilience
• Readiness
DHS/FEMA does not prescribe a minimum funding amount
for these priorities. However, Subrecipients are required to
support local, regional, state, and national efforts in
achieving the desired outcomes of these priorities.
National
Campaigns and
Programs
Whole Community Preparedness – Subrecipients should
engage with the whole community to advance individual
and community preparedness and to work as a nation to
build and sustain resilience. In doing so, Subrecipients are
encouraged to consider the needs of individuals with access
and functional needs and limited English proficiency in the
activities and projects funded by the grant.
Subrecipients should utilize established best practices for
whole community inclusion and engage with stakeholders to
advance individual and jurisdictional preparedness and
resilience. Subrecipients are encouraged to consider the
necessities of all Californians in the activities and projects
funded by the grant including children, seniors, individuals
with disabilities or access and functional needs,
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National
Campaigns and
Programs Cont.
individuals with diverse culture and language use, individuals
with lower economic capacity, and other underserved
populations.
Active Shooter Preparedness – DHS has developed a
comprehensive Active Shooter Preparedness website, which
strives to enhance national preparedness through a whole-
community approach by providing the necessary products,
tools, and resources to help all stakeholders prepare for and
respond to an active shooter incident. Subrecipients are
encouraged to review the referenced active shooter
resources and evaluate their preparedness needs.
Soft Targets and Crowded Places – States, territories, Urban
Areas, and public and private sector partners are
encouraged to identify security gaps and build capabilities
that address security needs and challenges related to
protecting locations or environments that are easily
accessible to large numbers of people on a predictable or
semi-predictable basis that have limited security or
protective measures in place, including town centers,
shopping malls, open-air venues, outside hard
targets/venues perimeters, and other places of meeting and
gathering. For more information, please see DHS’s
Hometown Security Program.
Community Lifelines – FEMA created Community Lifelines to
reframe incident information and impacts using plain
language and unity of effort to enable the integration of
preparedness efforts, existing plans, and identifies unmet
needs to better anticipate response requirements. Additional
information may be found at the Community Lifelines
Implementation Toolkit website.
Strategic Framework for Countering Terrorism and Targeted
Violence – DHS adopted the DHS Strategic Framework for
Countering Terrorism and Targeted Violence, which explains
how the department will use the tools and expertise that
have protected and strengthened the country from foreign
terrorist organizations to address the evolving challenges of
today.
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NIMS
Implementation
Prior to allocation of any federal preparedness awards,
Subrecipients must ensure and maintain adoption and
implementation of the National Incident Management
System (NIMS).
Match
Requirement
The FY 2024 EMPG requires a dollar-for-dollar match. This can
be cash or third-party in-kind contributions. Refer to
2 C.F.R. § 200.306 for specific details. Utilizing the Financial
Management Forms Workbook (FMFW) Match Tab,
Subrecipients will indicate the appropriate Solution Area and
Solution Area Subcategory that accurately represents the
specific activity(ies) and cost(s) used to meet the match
requirement under the FY 2024 EMPG subaward.
Contributions from the Subrecipient should be specifically
identified in the match description located on the FMFW
Match Tab. The non-federal match contributions have the
same eligibility requirements as the federal share. For
additional match guidance, see EMPG Clarifying Guidance
IB 458.
Management
and
Administration
The Management and Administration (M&A) allowance for
Subrecipients is set at a maximum of five percent for the
FY 2024 EMPG.
Indirect Costs Indirect costs are allowable under the FY 2024 EMPG Grant
Award.
Subrecipients with an indirect cost rate approved by their
cognizant federal agency may claim indirect costs based
on the established rate. Indirect costs claimed must be
calculated using the base approved in the indirect cost
negotiation agreement. A copy of the approved
negotiation agreement is required at the time of
application.
Indirect costs are in addition to the M&A allowance and
must be included in the Grant Award application as a
“Project” and reflected in the FMFW on the Indirect Cost
category ledger if being claimed under the award.
Indirect costs must be claimed no more than once annually,
and only at the end of the Subrecipient’s fiscal year. An
exception to this rule applies if there is a mid-year change to
the approved indirect cost rate; in this case, costs incurred
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Indirect Costs
Cont.
to date must be claimed. At that time, a Grant Subaward
Modification reflecting the rate change must also be
submitted to Cal OES, along with a copy of the new Indirect
Cost Rate Agreement.
The FEMA Preparedness Grants Manual, published by FEMA,
states that State and local governments are not permitted to
use the de minimis rate. These costs are allowable only when
an exception is granted to the SAA by FEMA per 2 C.F.R.
Part 200, Appendix VII, paragraph D.1.b.
Equipment
Typing/
Identification
Allowable EMPG equipment is listed on the FEMA Authorized
Equipment List (AEL) website, and includes equipment from
the following AEL Sections:
and Use • Personal Protective Equipment (Category 1)
• Information Technology (Category 4)
• Cybersecurity Enhancement Equipment (Category 5)
• Interoperable Communication Equipment (Category 6)
• Detection Equipment (Category 7)
• Power Equipment (Category 10)
• Chemical, Biological, Radiological, Nuclear, and
Explosive (CBRNE) Reference Materials (Category 11)
• CBRNE Incident Response Vehicles (Category 12)
• Physical Security Enhancement Equipment (Category 14)
• CBRNE Logistical Support Equipment (Category 19)
• Other Authorized Equipment (Section 21)
Subrecipients should analyze the cost benefits of purchasing
versus leasing equipment, especially high cost items and
those subject to rapid technical advances.
Large equipment purchases must be identified and
explained. For more information regarding property
management standards for equipment, refer to 2 C.F.R.
including § 200.310, § 200.313, and § 200.316.
Subrecipients that allocate FY 2024 EMPG funds for
equipment are required to type and identify the capability
associated with that equipment. Also, per FEMA policy, the
purchase of weapons and weapon accessories are not
allowed with EMPG funds. Special rules apply to critical
emergency supplies; refer to the FEMA Preparedness Grants
Manual for additional information.
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Equipment
Maintenance
and Sustainment
Use of EMPG funds for maintenance contracts, warranties,
repair or replacement costs, upgrades, and user fees are
allowable as described in FEMA Ibs 336 and 379, as well as
Grant Programs Directorate Policy FP 205-402-125-1.
Small
Unmanned
Aircraft Systems
All requests to purchase Small Unmanned Aircraft Systems
(SUAS) with FEMA grant funding must comply with FEMA
Policy 207-22-0002 and include copies of the policies and
procedures in place to safeguard individuals’ privacy, civil
rights, and civil liberties of the jurisdiction that will purchase,
take title to, or otherwise use the SUAS equipment.
Reference the Presidential Memorandum: Promoting
Economic Competitiveness While Safeguarding Privacy, Civil
Rights, and Civil Liberties in Domestic Use of Unmanned
Aircraft Systems for additional information. All SUAS purchase
requires FEMA approval prior to making purchase.
Telecommuni-
cations Equipment
or Services
Effective August 13, 2020, section 889(f)(2)-(3) of the
John S. McCain National Defense Authorization Act
for FY 2019 (NDAA), Pub. L. No. 115-232 (2018) and
2 C.F.R. § 200.216, 200.471, and Appendix II to 2 C.F.R.
Part 200 prohibits DHS/FEMA Recipients and Subrecipients
(including their contractors and subcontractors) from using
any FEMA funds under open or new awards for the following
covered telecommunications equipment or services:
Prohibitions
1) Telecommunications equipment produced by Huawei
Technologies Company or ZTE Corporation, (or any subsidiary
or affiliate of such entities);
2) For the purpose of public safety, security of government
facilities, physical security surveillance of critical infrastructure,
and other national security purposes, video surveillance and
telecommunications equipment produced by Hytera
Communications Corporation, Hangzhou Hikvision Digital
Technology Company, or Dahua Technology Company
(or any subsidiary or affiliate of such entities);
3) Telecommunications or video surveillance services provided
by such entities or using such equipment; or
4) Telecommunications or video surveillance equipment or
services produced or provided by an entity that the Secretary
of Defense, in consultation with the Director of National
Intelligence or the Director of the Federal Bureau of
Investigation, reasonably believes to be an entity owned or
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Telecommuni-
cations Equipment
or Services
controlled by, or otherwise connected to, the People’s
Republic of China.
Additional guidance is available in FEMA Policy #405-143-1,
Prohibitions on Expending FEMA Award Funds for Covered
Telecommunications Equipment or Services.
Prohibitions Cont.
Emergency
Operations Plans
Subrecipients should update their Emergency Operations
Plan (EOP) at least once every two years to remain
compliant with the Comprehensive Preparedness Guide 101
version 2.0. Subrecipients are highly encouraged to include
an evacuation plan or annex as part of their EOP as well as
plans to exercise and validate the evacuation plan and
capabilities.
Conflict of
Interest
To eliminate and reduce the impact of conflicts of interest in
the subaward process, Subrecipients and pass-through
entities must follow their own policies and procedures
regarding the elimination or reduction of conflicts of interest
when making subawards. Subrecipients and pass-through
entities are also required to follow any applicable federal,
state, local, and tribal statutes or regulations governing
conflicts of interest in the making of subawards.
Subrecipients must disclose to their Grants Analyst, in writing,
any real or potential conflict of interest as defined by the
federal, state, local, or tribal statutes or regulations, which
may arise during the administration of the EMPG subaward
within five days of learning of the conflict of interest.
Integrated
Preparedness
Plan (IPP)
The IPP is a multi-year plan that identifies preparedness
priorities and activities. The IPP needs to be reviewed and
updated annually. For FY 2024 EMPG, the IPP needs to cover
a minimum of two years, from 2025 through 2026 to qualify as
a multi-year plan.
Prohibited and
Controlled
Equipment
Effective May 25, 2022, Executive Order (EO)14074,
Advancing Effective, Accountable Policing and Criminal
Justice Practices to Enhance Public Trust and Public Safety,
Section 12(a) directs the Department of Homeland Security
to review its grants, and consistent with applicable law,
prohibits the use of grant funding to purchase certain types
of military equipment by state, local, tribal, and territorial
(SLTT) law enforcement agencies (LEAs).
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Prohibited and
Controlled
Equipment Cont.
For all awards issued on or after January 1, 2023, The policy
directly prohibits certain types of equipment outright
(prohibited equipment), whereas other types of equipment
may be controlled, or LEAs are required to submit
certifications prior to purchase.
Even if equipment is listed as controlled equipment and is
not outright prohibited, that does not automatically make it
allowable under a particular FEMA program. Recipients and
subrecipients should refer to applicable program guidance
or contact your Grants Analyst to determine if a particular
type of equipment is allowable under that program.
Additional information regarding Prohibited and Controlled
Equipment is available on FEMA Policy 207-22-0002.
Build America,
Buy America Act
(BABAA)
Under FEMA financial assistance programs, the BABAA
requirements apply to:
• New awards made on or after January 2, 2023,
• New funding that FEMA obligates to existing awards or
through renewal awards on or after January 2, 2023; and
• Infrastructure projects.
Funds provided under this program may not be used for a
project for infrastructure unless the iron and steel,
manufactured products, and construction materials used in
that infrastructure are produced in the United States.
The Buy America preference only applies to articles,
materials, and supplies that are consumed in, incorporated
into, or affixed to an infrastructure project. As such, it does
not apply to tools, equipment, and supplies, such as
temporary scaffolding, brought to the construction site and
removed at or before the completion of the infrastructure
project. Additionally, the Buy America preference does not
apply to equipment and furnishings, such as movable chairs,
desks, and portable computer equipment, that are used at
or within the finished infrastructure project but are not an
integral part of the structure or permanently affixed to the
infrastructure project.
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Section 2 ‒ Federal Changes and Initiatives | 2024
Build America,
Buy America Act
(BABAA) Cont.
When necessary, Subrecipients may apply for a waiver from
these requirements. Additional information regarding the
BABAA can be found on FEMA’s website under
Buy America Preference.
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Section 3 ‒ State Changes and Initiatives | 2024
California The State has prioritized the following California Homeland
Security Strategy Goals for the FY 2024 subawards:Homeland
Security Strategy
Goals 1. Enhance Information Collection, Analysis, and Sharing,
in Support of Public Safety Operations Across California;
2. Protect Critical Infrastructure and Key Resources from All
Threats and Hazards;
3. Strengthen Security and Preparedness Across
Cyberspace;
4. Strengthen Communications Capabilities Through
Planning, Governance, Technology, and Equipment;
5. Enhance Community Preparedness;
6. Enhance Multi-Jurisdictional/Inter-Jurisdictional All-
Hazards Incident Catastrophic Planning, Response, and
Recovery Capabilities;
7. Improve Medical and Health Capabilities;
8. Enhance Incident Recovery Capabilities;
9. Strengthen Food and Agriculture Preparedness;
10. Enhance Homeland Security Exercise, Evaluation, and
Training Programs; and
11. Protect Against Effects of Climate Change
“On Behalf Of”Cal OES may, in conjunction with local approval authorities,
designate funds “on behalf of” local entities who choose to
decline or fail to utilize their subaward in a timely manner.
Public Alert and
Warning
Cal OES encourages Subrecipients to consider use of this
funding to assist their jurisdiction’s alignment with the
State of California Alert and Warning Guidelines developed
pursuant to Senate Bill 833 of the 2018 Legislative Session.
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Section 4 ‒ Required State Application Components | 2024
Financial The FY 2024 Cal OES FMFW includes:
Management
Forms
Workbook
Grant Subaward Face Sheet – Use the Grant Subaward
Face Sheet to apply for grant programs. The Grant
Subaward Face Sheet must be signed and submitted in
portrait format.
Authorized Agent Contact Information – Provides the
contact information of Authorized Agents (AA), delegated
via the Governing Body Resolution (GBR) or Signature
Authorization Form, including staff related to grant activities.
More than one person is recommended for designation as
the AA; in the absence of an AA, an alternate AA can sign
documents.
Project Ledger – The Project Ledger is used in the
application process to submit funding information and is
used for submitting cash requests and Grant Subaward
Modifications, and assists with completion of the Biannual
Strategy Implementation Report (BSIR).
Planning Tab – Provides detailed information on grant-
funded planning activities with a final product identified.
Organization Tab – Provides detailed information on grant-
funded organizational activities.
Equipment Tab – Detailed information must be provided
under the equipment description for all grant-funded
equipment. AEL numbers must be included for all items of
equipment. Always refer to the AEL for a list of allowable
equipment and conditions, if any.
Training Tab – Provides detailed information on grant-
funded training activities. All training activities must receive
Cal OES approval prior to starting the event, including a
Training Feedback number. The Training Request Form must
be submitted and approved to obtain a Training Feedback
number and should be submitted at least 30 days in
advance.
Exercise Tab – Provides detailed information on grant-
funded exercises.
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Financial M&A Tab – Provides information on grant-funded M&A
Management
Forms Workbook
Cont.
activities.
Indirect Costs Tab – Provides information on indirect costs.
Consultant-Contractor Tab – Provides detailed information
on grant-funded consultants, and documents
maintenance and sustainment contracts and activities on
grant eligible items/equipment.
Personnel Tab – Provides detailed information on grant-
funded personnel activities.
Match Tab – Provides detailed information on match
activities.
Authorized Agent Page – The Authorized Agent (AA) Page
must be submitted with the application, all cash requests,
and Grant Subaward Modifications. The AA page must
include a valid signature on file with Cal OES and the date.
Subrecipient
Grants
Management
Assessment
Per 2 C.F.R. § 200.332, Cal OES is required to evaluate the
risk of non-compliance with federal statutes, regulations,
and grant terms and conditions posed by each
Subrecipient of pass-through funding. The Subrecipient
Grants Management Assessment contains questions
related to a Subrecipient organization’s experience in the
management of federal grant awards. It is used to
determine, and provide, an appropriate level of technical
assistance, training, and grant oversight to Subrecipients
during the subaward. The questionnaire must be
completed and returned with the Subrecipient’s grant
application.
Application
Attachments
Indirect Cost Rate Agreement – If claiming indirect costs at
a federally-approved rate, please provide a copy of the
approved Indirect Cost Rate Agreement.
Federal Funding Accountability and Transparency Act
(FFATA) Financial Disclosure – Use the FFATA Financial
Disclosure to provide information required by the Federal
Funding Accountability and Transparency Act of 2006.
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Section 4 ‒ Required State Application Components | 2024
Standard
Assurances
The Standard Assurances list the requirements to which the
Subrecipients will be held accountable. All Applicants will
be required to submit an electronic signed FY 2024
Standard Assurances as part of their FY 2024 EMPG
application. The required Standard Assurances can be
found only in PDF format on the Cal OES website.
NOTE: Self-created Standard Assurances will not be accepted.
Program
Standard
Assurances
Addendum
The Program Standard Assurances Addendum specifies
additional requirements that Subrecipients must meet.
All Subrecipients must submit an electronic signed Program
Standard Assurances Addendum as part of the FY 2024
EMPG application. The required Program Standard
Assurances Addendum can be found only in PDF format on
the Cal OES website.
Governing Body
Resolution
The GBR appoints AAs (identified by the individual’s name
or by a position title) to act on behalf of the governing
body and the Applicant by executing any actions
necessary for each application and subaward. All
Applicants are required to submit a copy of an approved
GBR with their application. Resolutions may be valid for up
to three grant years given the following:
• The resolution identifies the applicable grant program
(e.g., EMPG and/or HSGP);
• The resolution identifies the applicable grant years,
(e.g., FY 2023, FY 2024, FY 2025); and
• Adheres to any necessary elements required by local
protocols, rules, etc., if applicable.
Resolutions that only identify a single grant program will only be
valid for that single program. Resolutions that do not identify
applicable grant years will only be valid for the grant year in
which the resolution was submitted.
Authorized
Agent
Information
For each person or position appointed by the Governing
Body, identify the individual in the AA and Contact
Information page of the FMFW.
All changes in AA and contact information must be
provided to Cal OES in writing. If the GBR identifies the AA
by name, a new Resolution is needed when changes are
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Section 4 ‒ Required State Application Components | 2024
Authorized
Agent
Information
Cont.
made. If the GBR identifies the AA by position and/or title,
changes may be made by submitting a request on the
entity’s letterhead, signed by an existing AA.
Cal OES will not accept signatures of an AA’s designee,
unless authorized by the Governing Body’s resolution. A
change to an AA’s designee must be submitted on
agency letterhead and signed by the AA, announcing the
change to their designee.
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Section 5 ‒ The State Application Process | 2024
Application
Submission
Subrecipients must submit an electronic copy of their
completed FMFW to their Grants Analyst for review no later
than fourteen calendar days before the final Application
due date. After the application is approved, all electronic
copies of the FMFW, along with the required documents
must be emailed, with original or electronic signatures, by
the application due date. During the application process, if
it is determined all allocated funds cannot be expended
by the end of the period of performance, inform your
Grants Analyst as soon as possible. The completed
application documents should be received by Cal OES no
later than the date provided in the FY 2024 EMPG Timeline,
referenced as Attachment B.
Late or
Incomplete
Application
Late or incomplete applications may be denied. If an
application is incomplete, the Grants Analyst may request
additional information. Requests for late submission of
applications must be made in writing to the Grants Analyst
prior to the application due date. Cal OES has sole
discretion to accept or reject a late or incomplete grant
application.
EMPG Contact
Information
Subrecipient questions, comments, and correspondence
should be directed to:
California Governor’s Office of Emergency Services
ATTN: Grants Management (Building F)
Emergency Management Performance Grants Unit
3650 Schriever Avenue
Mather, CA 95655
Brittany Estep – Regions I & VI
Eman Hariri – Region II
Ronak Patel – Region III
(916) 364-4622
(916) 364-4689
(916) 845-8124
Lauren Swearengin – Regions IV & V (916) 845-8950
Subaward
Approval
Subrecipients will receive a formal notification of
subaward. Subaward letters must be signed and the signed
copy be returned to Cal OES within 20 calendar days.
Once the completed application along with the signed
subaward letter is received and approved, reimbursement
of eligible subaward expenditures may be requested using
the Cal OES FMFW.
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Section 6 ‒ Post Award Requirements | 2024
Payment Request
Process
The EMPG is a reimbursement program. To request a cash
reimbursement of EMPG funds, Subrecipients must first
complete a payment request using the Cal OES FMFW,
returning it to the appropriate Grants Analyst. Subrecipients
who fail to follow the workbook instructions may experience
delays in processing the payment request.
Payments can only be made if the Subrecipient has an
approved application.
Semi-Annual
Drawdown
Requirements
All Subrecipients must report expenditures and request funds
at least semi-annually throughout the period of
performance. Semi-annual drawdowns should occur in
March and October of each calendar year following final
approval of the subaward application, with the exception of
the final reimbursement request, which must be submitted
within twenty calendar days after the end of the period of
performance.
Modifications Post award budget and scope modifications must be
requested using the Cal OES EMPG FMFW, signed by the
Subrecipient’s AA, and submitted to the Grants Analyst.
The Subrecipient may implement grant modification
activities, and incur associated expenses, only after
receiving written final approval of the modification from
Cal OES.
Subrecipients must provide a written justification with all
modification requests. The justification may be included in
the body of the e-mail transmitting the request, or a
document attached to the transmittal e-mail. Refer to
GMM 2018-17 for additional information regarding
modification requests.
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Training
Requirements
Training activities supported with EMPG Program funds
should align to NPG core capabilities identified in each
Subrecipient’s Training and Exercise Plan. Subrecipients must
obtain a Training Feedback Number from Cal OES before
beginning any training activities. This includes project
components like travel to, materials for, or attendance in
training courses. Training Feedback Numbers should be
obtained no later than 30 days before the first day of the
training or related activities. Subrecipients must complete a
Training Request Form and submit it electronically to
Cal OES.
For more information on this or other training-related
inquiries, contact the Cal OES Training Branch at
(916) 845-8745 or Training@CalOES.ca.gov.
All EMPG-funded personnel, including M&A staff, and any
staff being used for match, must complete either the
Independent Study courses identified in the Professional
Development Series (PDS) or the National Emergency
Management Basic Academy. Final reimbursement of
personnel salaries will not be approved until all training
requirements have been met. Proof of completion of the
training requirements must be kept on file by the
Subrecipient and be made available for review upon
request. When seeking approval of non-DHS/FEMA
developed courses, course materials must be submitted with
the approval requests. Conditional approvals are not
offered.
EMPG TRAINING- PDS
IS 100 (any version), Introduction to Incident Command
System (ICS)
IS 200 (any version), ICS for Single Resources and Initial Action
Incident
IS 700 (any version), National Incident Management System,
An Introduction
IS 800 (any version), National Response Framework, An
Introduction
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Training
Requirements
Cont.
IS 120.c An Introduction to Exercises
IS 230.e Fundamentals of Emergency Management
IS 235.c Emergency Planning
IS 240.c Leadership and Influence
IS 241.c Decision Making and Problem Solving
IS 242.c Effective Communication
IS 244.b Developing and Managing Volunteers
EMPG TRAINING-Basic Academy
IS 100 (any version), Introduction to the Incident Command
System (ICS)
IS 700 (any version), National Incident Management System
(NIMS), An Introduction
IS 800 (any version), National Response Framework, An
Introduction
IS 230.e Fundamentals of Emergency Management
E/L101, Foundations of Emergency Management
E/L102, Science of Disaster
E/L103, Planning Emergency Operations
E/L104, Exercise Design
E/L105, Public Information & Warning
In the event that any of the listed courses have been
updated and the required version is no longer available, it is
acceptable to take the updated course in place of the
listed course (i.e., since IS-120.a has been replaced with
IS-120.c, the latter may be used in the place of the original
course). The courses listed above are the minimum
accepted versions for FY 2024 EMPG.
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Training
Requirements
Cont.
Training activities should align to a current IPP, developed
through an annual IPP Workshop. The training should help
build core capabilities and fill gaps identified in real-world
incidents and exercises. Further guidance can be found in
the HSEEP.
EMPG and non-EMPG -funded personnel may claim EMPG
funds for tuition/travel costs for EMPG eligible trainings,
provided that the purpose of the travel and training is to
accomplish the objectives of the grant.
Exercises,Subrecipients should engage stakeholders to identify long-
term training and exercise priorities. These priorities should
address capability targets and gaps identified through a
Threat and Hazard Identification and Risk Assessment, real-
world events, previous exercises, and national areas for
improvement identified in the NPR.
Improvement
Plans and After
Action Reporting
Subrecipients must report on all exercises conducted with
EMPG grant funds. An After Action Report
(AAR)/Improvement Plan (IP) or Summary Report (for
Seminars, Drills & Workshops) must be completed and
submitted to Cal OES within 90 days after the
exercise/seminar/drill/workshop is conducted.
It is acceptable to submit an Exercise Summary Report for
Seminars, drills, and Workshops in lieu of a full AAR/IP.
AAR/Ips and Summary Reports should be e-mailed to:
• hseep@fema.dhs.gov
• exercise@caloes.ca.gov
• Your Grants Analyst
All EMPG-funded personnel, including M&A staff and any
staff being used for match, must participate in no less than
two exercises between July 1, 2024, and June 30, 2026. These
exercises must align to one of the priority areas via the
Performance Reports. The Great Shakeout drop, cover, and
hold drill is ineligible for the purpose of the two exercise
requirement.
Final reimbursement of personnel salaries will not be
approved until all exercise requirements have been met.
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Exercises,Exercises used to meet this requirement during one period of
performance cannot be used to meet the requirement in
another. Extensions to the grant do not apply to this
requirement or its due date. There is no specific requirement
for level of participation in the exercises and the exercises
can be of any type, provided they are related to the
subrecipient’s identified long-term training and exercises
priorities. Proof of completion of the exercise requirements
must be kept on file by the Subrecipient and be made
available for review upon request.
Improvement
Plans and After
Action Reporting
Cont.
For exercise-related issues and/or questions, email the
Cal OES Exercise Team at exercise@caloes.ca.gov.
Exercise costs will not be considered for reimbursement until
an AAR/IP is received by Cal OES.
Procurement
Standards and
Written
Subrecipients must conduct procurement using documented
local government procurement procedures, or the federal
procurement standards found in 2 C.F.R. Part 200, whichever
are more strict. Subrecipients must also have written conflict of
interest policies governing the actions of its employees
engaged in the selection, award and administration of
contracts, including disciplinary actions for violations of such
standards.
Procedures
Procurement
Documentation
Non-federal entities, other than states and territories, are
required to maintain and retain records sufficient to detail
the history of procurements, covering at least the rationale
for the procurement method, contract type, contractor
selection or rejection, and the basis for the contract price.
For any cost to be allowable, it must be adequately
documented. Examples of the types of documents that
would meet this requirement include, but are not limited to:
• Solicitation documentation, such as requests for quotes,
invitations for bids, or requests for proposals;
• Responses to solicitations, such as quotes, bids, or
proposals;
• Pre-solicitation independent cost estimates and
Post-solicitation cost/price analyses on file for review by
federal personnel, if applicable;
• Contract documents and amendments;
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Procurement
Documentation
Cont.
• Documents demonstrating inclusion of required contract
provisions, and
• Other documents required by federal regulations
applicable at the time the grant was awarded to the
Subrecipient.
Procurement
Thresholds
Under 2 C.F.R. Part 200, procurement thresholds are defined as
follows:
• Micro-purchase threshold: This is the maximum amount for
which purchases can be made without requiring competitive
quotes or formal procurement processes, provided the price is
reasonable. The micro-purchase threshold is set at $10,000.
• Simplified acquisition threshold: This sets the maximum amount
for which federal procurement procedures may be simplified.
The threshold is $250,000. For purchases at or below this
amount, subrecipients may use streamlined methods, such as
obtaining competitive price or rate quotations from an
adequate number of qualified sources. Purchases exceeding
$250,000 require more formal procurement procedures,
including sealed bids or competitive proposals.
Subrecipients must adhere to these thresholds and, in cases
of conflict between local procurement procedures and
federal requirements, must apply the more stringent
threshold.
Noncompetitive
Procurements
All noncompetitive procurements exceeding the simplified
acquisition threshold require Cal OES prior written approval to
be eligible for reimbursement. This method of procurement
must be approved by the local Purchasing Agent prior to
submitting a request for Cal OES approval. A copy of the
Purchasing Agent’s approval must be included with the
Cal OES Request for Noncompetitive Procurement
Authorization form. Cal OES may request additional
documentation that supports the procurement effort.
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Environmental
Planning and
Historic
DHS/FEMA is required to ensure all activities and programs
that are funded by the agency comply with federal
Environmental Planning and Historic Preservation (EHP)
regulations. Subrecipients proposing projects or activities
(including, but not limited to, training, exercises, the
installation of equipment, and construction or renovation
projects) that have the potential to impact the environment
or a historic structure must participate in the EHP review
process. EHP Screening Memos must include detailed
project information, explain the goals and objectives of the
proposed project, and include supporting documentation.
Preservation
DHS/FEMA may also require that the Subrecipient provide a
confidential California Historical Resources Information
System (CHRIS) report in addition to the EHP Screening Form.
Determination on the necessity of a CHRIS report is based
upon information disclosed on the EHP Screening Form.
Grants Analysts will provide additional instructions should this
report be required.
EHP requests should be submitted to Cal OES as early as
possible. All projects/activities triggering EHP must receive
DHS/FEMA written approval prior to commencement of the
funded activity.
Updated information may be referenced in the FEMA GPD
EHP Policy Guidance.
Construction and
Renovation
When applying for construction activity at the time of
application, including communications towers, Subrecipients
must submit evidence of approved zoning ordinances,
architectural plans, any other locally required planning
permits, and a notice of federal interest. Additionally,
Subrecipients are required to submit a SF-424C Budget and
Budget Detail that cites the project costs. Communication
tower construction requests also require evidence that the
Federal Communications Commission’s Section 106 review
process has been completed.
Subrecipients using funds for construction projects must
comply with the Davis-Bacon Act. Subrecipients must ensure
that their contractors or subcontractors for construction
projects pay workers no less than the prevailing wages for
laborers and mechanics employed on projects of a
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Section 6 ‒ Post Award Requirements | 2024
Construction and
Renovation Cont.
character like the contract work in the civil subdivision of the
state in which the work is to be performed.
Written approval for construction must be provided by
DHS/FEMA prior to the use of any EMPG funds for construction
or renovation. No construction activities (including site
preparation, utility installations, and any groundbreaking
activities) or equipment installations on existing structures,
may begin until the EHP review process is complete.
Inventory Control
and Property
Management
Subrecipients must use standardized resource management
concepts for resource typing and credentialing, in addition
to maintaining an inventory by which to facilitate the
effective identification, dispatch, deployment, tracking and
recovery of resources.
Subrecipients must have an effective inventory
management system, to include:
• Property records that document description, serial/ID
number, fund source, title information, acquisition date,
cost, federal cost share, location, use, condition, and
ultimate disposition;
• A physical inventory conducted at least every two years;
• A control system to prevent loss, damage, and theft of
grant purchased equipment and supplies; and
• Adequate maintenance procedures must be developed
to keep the property in good condition.
Equipment
Disposition
When original or replacement equipment acquired under
the EMPG is no longer needed for program activities, the
Subrecipient must contact their Grants Analyst to request
disposition instructions. See 2 C.F.R. § 200.313(e).
Performance
Reporting
BSIR – Subrecipients must complete a BSIR each Winter and
Summer using the DHS/FEMA Grants Reporting Tool (GRT) for
the duration of the subaward period of performance or until
all grant activities are completed and the subaward is
formally closed by Cal OES. Failure to submit a BSIR could
result in subaward reduction, suspension, or termination.
Access to the BSIR may be obtained through the GRT. To
create a new account, click the link that reads, “Register for
an account” and follow the instructions provided. The
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Performance
Reporting Cont.
Subrecipient will be required to ensure up-to-date project
information is entered. The Project Ledger in the FMFW may
assist with the BSIR data entry process. For additional
assistance with the GRT, contact the appropriate Grants
Analyst.
Quarterly Performance Reports – Subrecipients must prepare
and submit Performance Reports to the State for the
duration of the subaward period of performance, or until all
grant activities are completed and the subaward is formally
closed by Cal OES. The quarterly reports must include the
progress made on identified activities, as well as other
required information. Failure to submit a quarterly
Performance Report could result in subaward reduction,
suspension, or termination.
In order to ensure that mandated performance metrics and
other data required under the subaward is reported
accurately, all EMPG Performance Reports must be
submitted electronically, via email, to their Cal OES Grants
Analyst for review and vetting. Electronic documents
submitted for Cal OES review and vetting should be
submitted as soon as possible, but no later than, seven
calendar days before the identified due date(s) associated
with the Performance Report. Submission of the electronic
copy is only to occur after their Cal OES Grants Analyst’s
review has concluded and the Subrecipient is directed by
their Cal OES Grants Analyst to submit the signed electronic
copy.
Extension
Requests
Extensions to the initial period of performance identified in
the subaward will only be considered through formal, written
requests to the Subrecipient’s Grants Analyst. Upon receipt
of the extension request, Cal OES will:
1. Verify compliance with performance reporting
requirements by confirming the Subrecipient has
submitted all necessary performance reports;
2. Confirm the Subrecipient has provided sufficient
justification for the request; and
3. If applicable, confirm the Subrecipient has demonstrated
sufficient progress in past situations where an extension
was authorized by Cal OES.
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Extension
Requests Cont.
Extension requests will be granted only due to compelling
legal, policy, or operational challenges, must be project
specific, and will only be considered for the following
reasons:
1. Contractual commitments with vendors that prevent
completion of the project within the period of
performance;
2. The project must undergo a complex environmental
review which cannot be completed within this timeframe;
3. Projects are long-term by design and therefore;
acceleration would compromise core programmatic
goals; and
4. Where other special circumstances exist.
To be considered, extension requests must be received no
later than 60 days prior to the end of the Subrecipient’s
period of performance and must contain specific and
compelling justifications as to why an extension is required.
All extension requests must address the following:
1. Grant program, fiscal year, and award number;
2. Reason for delay;
3. Current status of the activity/activities;
4. Approved period of performance termination date and
new project completion date;
5. Amount of funds drawn down to date;
6. Remaining available funds, both federal and non-federal;
7. Budget outlining how remaining federal and non-federal
funds will be expended;
8. Plan for completion, including milestones and timeframes
for each milestone and the position/person responsible
for implementing the plan for completion; and
9. Certification that the activity/activities will be completed
within the extended period of performance without any
modification to the original Statement of Work.
General questions regarding extension requirements and the
Extension Request form should be directed to your Grants
Analyst. Subrecipients are expected to complete all grant-
funded personnel activity by the end of the subaward
period of performance. Indirect Cost project may not be
extended.
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Progress Reports
on Grant
Extensions
All Subrecipients that receive Cal OES approval to extend
their FY 2024 grant subaward period of performance will be
required to submit progress reports indicating completed
and future project milestones on all extended projects.
Progress reports must be submitted electronically to their
Grants Analyst. Deadlines for the submission of progress
reports will be established at the time of extension approval.
Monitoring Cal OES Grants Monitoring actively monitors Subrecipients,
through day-to-day communications, programmatic site
visits, and desk and on-site compliance assessments. The
purpose of the compliance assessment is to ensure
Subrecipients are in compliance with applicable state and
federal regulations, grant guidelines, and programmatic
requirements. Monitoring activities may include, but are not
limited to:
• Verifying that entries recorded on the FMFW categories
are properly supported with source documentation;
• Eligibility of and support for expenditures, typically
covering two to three years of data;
• Comparing actual Subrecipient activities to those
approved in the grant application and subsequent
modifications, including the review of timesheets and
invoices as applicable;
• Procurements and contracts;
• Ensuring equipment lists are properly maintained and
physical inventories are conducted;
• Ensuring advances have been disbursed in accordance
with applicable guidelines; and
• Confirming compliance with:
o Standard Assurances, and
o Information provided on performance reports and
payment requests
NOTE: It is the responsibility of all Subrecipients that pass
down grant funds to other entities, to maintain and utilize a
formal process to monitor the grant activities of their
subawards. This requirement includes, but is not limited to,
on-site verification of grant activities, as required. It is
common for Subrecipients to receive findings in a
programmatic site visit or compliance assessment, which
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Monitoring Cont.require a Corrective Action Plan (CAP) to be submitted by
Subrecipients. Those Subrecipients who fail to submit a CAP,
as required, shall have a “hold” placed on any future
reimbursements until the “finding”or an “advisory” is
resolved.
Failure to Submit
Required Reports
Periodic reporting is required by the grant. Subrecipients who
miss a single reporting due date may receive a letter
addressed to their Board of Supervisors informing them of the
failure to report. County OAs and tribes who fail to report
twice in a row may have subsequent awards reduced by
ten percent until timely reporting is reestablished.
Suspension/
Termination
Cal OES may suspend or terminate grant funding, in whole or
in part, or other measures may be imposed for any of the
following reasons:
• Failure to submit required reports.
• Failure to expend funds in a timely manner consistent with
the grant milestones, guidance, and assurances.
• Failure to comply with the requirements or statutory
progress toward the goals or objectives of federal or state
law.
• Failure to make satisfactory progress toward the goals or
objectives set forth in the Subrecipient application.
• Failure to follow Grant Subaward requirements or Special
Conditions.
• Proposing or implementing substantial plan changes to
the extent that, if originally submitted, the application
would not have been selected for funding.
• False certification in the application or other document.
• Failure to adequately manage, monitor, or direct the
grant funding activities of their Subrecipients.
Before taking action, Cal OES will provide the Subrecipient
reasonable notice of intent to impose corrective measures
and will make every effort to informally resolve the problem.
Closeout Cal OES will close-out Subrecipient awards when it
determines all applicable administrative actions and all
required work of the federal award have been completed.
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Closeout Cont.Subawards will be closed after:
• Receiving any applicable Subrecipient Performance
Report indicating all approved work has been
completed, and all funds have been distributed;
• All funds have been requested and reimbursed, or
disencumbered;
• Completing a review to confirm the accuracy of
reported information;
• Reconciling actual costs to subawards, modifications and
payments; and
• Verifying the Subrecipient has submitted a final BSIR
showing all grant funds have been expended.
Records
Retention
The records retention period is three years from the date of
the Cal OES Grant Closeout letter, or until any pending
litigation, claim, or audit started before the expiration of the
three-year retention period has been resolved and final
action is taken. The Cal OES Grant Closeout Letter will notify
the Subrecipient of the start of the records retention period
for all programmatic and financial grant-related records.
Documents related to equipment purchased must be
retained for three years after it has been disposed, per
2 CFR 200.313.
For indirect cost rate proposals, cost allocation plans, or
other rate computation records, the start of the record
retention period is dependent on whether the proposal,
plan, or other computation is required to be submitted to the
federal government (or to the pass-through entity) for
negotiation purposes. See 2 C.F.R. § 200.334(f).
In order for any cost to be allowable, it must be adequately
documented per 2 C.F.R. § 200.403(g).
If the State Administrative Agency award remains open after
the Subrecipient’s submission of the final BSIR, Cal OES will
complete any additional BSIR reporting required under the
award on behalf of the Subrecipient.
Closed grants may still be monitored and audited. Failure to
maintain all grant records for the required retention period could
result in a reduction of grant funds, and an invoice to return costs
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Records associated with the unsupported activities.
Retention Cont.If documents are retained longer than the required retention
period, FEMA, the DHS Office of Inspector General, Government
Accountability Office, and pass-through entity have the right to
access these records as well. See Title 2 C.F.R § 200.334 and
200.337.
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City Council 18 – 170 6/17/2025
Attachment A ‒ FY 2024 EMPG Allocations | 2024
Operational Area Total Award Operational Area Total Award
ALAMEDA
ALPINE
AMADOR
BUTTE
CALAVERAS
COLUSA
CONTRA COSTA
DEL NORTE
EL DORADO
FRESNO
409,218 PLACER 196,272
128,300
548,711
398,146
136,406
504,038
692,978
269,472
261,559
173,350
253,134
201,528
452,624
170,520
156,169
125,555
132,565
202,082
208,062
219,833
142,188
136,165
127,768
207,522
134,483
268,421
163,369
139,361
188,021
125,205 PLUMAS
131,920 RIVERSIDE
160,713 SACRAMENTO
132,798 SAN BENITO
128,781 SAN BERNARDINO
324,355 SAN DIEGO
129,621 SAN FRANCISCO
157,831 SAN JOAQUIN
300,704 SAN LUIS OBISPO
129,975 SAN MATEO
148,285 SANTA BARBARA
156,176 SANTA CLARA
128,282 SANTA CRUZ
282,635 SHASTA
151,232 SIERRA
136,604 SISKIYOU
129,912 SOLANO
1,820,586 SONOMA
152,472 STANISLAUS
168,940 SUTTER
127,942 TEHAMA
140,488 TRINITY
174,565 TULARE
126,481 TUOLUMNE
127,286 VENTURA
199,757 YOLO
148,388 YUBA
142,496 TRIBAL NATIONS
669,946
GLENN
HUMBOLDT
IMPERIAL
INYO
KERN
KINGS
LAKE
LASSEN
LOS ANGELES
MADERA
MARIN
MARIPOSA
MENDOCINO
MERCED
MODOC
MONO
MONTEREY
NAPA
NEVADA
ORANGE
Total 14,202,196
City Council 18 – 171 6/17/2025
Attachment B ‒ FY 2024 EMPG Timeline | 2024
DHS Announcement of FY 2024 EMPG NOFO April 16, 2024
June 24, 2024
July 1, 2024
Cal OES Application due to DHS
Subrecipient period of performance begins
DHS/FEMA Award to California
Integrated Preparedness Plan (IPP) due
Notification of Subrecipient Award
Subrecipient Workshops
September 25, 2024
September 30, 2024
October 28, 2024
October 2024
FY 2024 California Supplement release January 2025
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2024 – 9/30/2024
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2024 – 12/31/2024
Subrecipient Final Applications due to Cal OES
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2023 – 3/31/2025
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2024 – 6/30/2025
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2024 – 9/30/2025
All FY 2024 EMPG EHP-related documents must
be received by Grants Analyst
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2024 – 12/31/2025
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2023 – 3/31/2026
Subrecipient period of performance ends
Submission of the FY 2024 EMPG Performance
Report for the period of 7/1/2023 – 6/30/2026
Final Request for Reimbursement due
October 14, 2024
January 14, 2025
February 10, 2025
April 14, 2025
July 14, 2025
October 14, 2025
December 31, 2025
January 14, 2026
April 14, 2026
June 30, 2026
July 14, 2026
Within 20 calendar days of
the subaward expiration date
Cal OES’s period of performance ends September 30, 2026
City Council 18 – 172 6/17/2025
Attachment C ‒ FY 2024 EMPG Program Checklist | 2024
Subrecipient:FIPS#:
Grants Analyst:
Financial Management Forms Workbook:
Grant Subaward Face Sheet
Authorized Agent and Contact Tab
Project Ledger Tab
Planning Tab
Organization Tab
Equipment Tab
Training Tab
Exercise Tab
Management and Administration Tab
Indirect Cost Tab
Consultant-Contractor Tab
Personnel Tab
Match Tab
Indirect Cost Rate Summary (If Applicable)
Authorized Agent Sheet
Required Documents:
Counter-signed Award Letter
EHP Screening Form (If Applicable)
FFATA Financial Disclosure
Governing Body Resolution
Subrecipient Grants Management Assessment form
2024 EMPG Standard Assurances
Program Standard Assurances Addendum
Indirect Cost Rate Agreement (If Applicable)
City Council 18 – 173 6/17/2025
ATTACHMENT D
FY 2024 Standard Assurances For Cal OES Federal
Non-Disaster Preparedness Grant Programs
As the duly authorized representative of the Applicant, I hereby certify that the
Applicant has the legal authority to apply for federal assistance and the institutional,
managerial, and financial capability (including funds sufficient to pay any non-federal
share of project cost) to ensure proper planning, management, and completion of the
project described in this application, within prescribed timelines.
The requirements outlined in these assurances apply to Applicant and any of its
subrecipients.
I further acknowledge that the Applicant is responsible for reviewing and adhering to all
requirements within the:
(a) Applicable Federal Regulations (see below);
(b) Federal Program Notice of Funding Opportunity (NOFO);
(c) Federal Preparedness Grants Manual;
(d) California Supplement to the NOFO; and
(e) Federal and State Grant Program Guidelines.
Federal Regulations
Government cost principles, uniform administrative requirements, and audit
requirements for federal grant programs are set forth in Title 2, Part 200 of the Code of
Federal Regulations (C.F.R.) and adopted by the Department of Homeland Security
(DHS) at 2 C.F.R. Part 3002.10. Updates are issued by the Office of Management and
Budget (OMB) and can be found at http://www.whitehouse.gov/omb/.
In the event Cal OES determines that changes are necessary to the subaward after a
subaward has been made, including changes to period of performance or terms and
conditions, Applicants will be notified of the changes in writing. Once notification has
been made, any subsequent request for funds will indicate Applicant acceptance of
the changes to the subaward.
State and federal grant award requirements are set forth below. The Applicant hereby
agrees to comply with the following:
1. Proof of Authority
The Applicant will obtain proof of authority from the city council, governing board, or
authorized body in support of this project. This written authorization must specify that
the Applicant and the city council, governing board, or authorized body agree:
Page 1 of 15 Initials
City Council 18 – 174 6/17/2025
FY 2024 Standard Assurances For Cal OES Federal
Non-Disaster Preparedness Grant Programs
(a) To provide all matching funds required for the grant project and that any cash
match will be appropriated as required;
(b) Any liability arising out of the performance of this agreement shall be the
responsibility of the Applicant and the city council, governing board, or
authorized body;
(c) Grant funds shall not be used to supplant expenditures controlled by the city
council, governing board, or authorized body;
(d) The Applicant is authorized by the city council, governing board, or authorized
body to apply for federal assistance, and the institutional, managerial and
financial capability (including funds sufficient to pay the non-federal share of
project cost, if any) to ensure proper planning, management and completion
of the project described in this application; and
(e) The official executing this agreement is authorized by the Applicant.
This Proof of Authority must be maintained on file and readily available upon request.
2. Period of Performance
The period of performance is specified in the Award. The Applicant is only authorized
to perform allowable activities approved under the award, within the period of
performance.
3. Lobbying and Political Activities
As required by Section 1352, Title 31 of the United States Code (U.S.C.), for persons
entering into a contract, grant, loan, or cooperative agreement from an agency or
requests or receives from an agency a commitment providing for the United States to
insure or guarantee a loan, the Applicant certifies that:
(a) No federal appropriated funds have been paid or will be paid, by or on behalf
of the undersigned, to any person for influencing or attempting to influence an
officer or employee of an agency, a Member of Congress, an officer or
employee of Congress, or an employee of a Member of Congress in
connection with the awarding of any Federal contract, the making of any
federal grant, the making of any federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal,
amendment, or modification of any federal contract, grant, loan, or
cooperative agreement.
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(b) If any funds other than federal appropriated funds have been paid or will be
paid to any person for influencing or attempting to influence an officer or
employee of any agency, a Member of Congress, an officer or employee of
Congress, or an employee of a Member of Congress in connection with this
federal contract, grant, loan, or cooperative agreement, the undersigned shall
complete and submit Standard Form-LLL, “Disclosure Form to Report
Lobbying”, in accordance with its instructions.
(c) The Applicant shall require that the language of this certification be included in
the award documents for all subawards at all tiers (including subcontracts,
subgrants, and contracts under grants, loans, and cooperative agreements)
and that all subrecipients shall certify and discloseaccordingly.
The Applicant will also comply with provisions of the Hatch Act (5 U.S.C. §§ 1501- 1508
and §§ 7324-7328) which limit the political activities of employees whose principal
employment activities are funded in whole or in part with federal funds.
Finally, the Applicant agrees that federal funds will not be used, directly or indirectly,
to support the enactment, repeal, modification or adoption of any law, regulation, or
policy without the express written approval from the California Governor’s Office of
Emergency Services (Cal OES) or the federal awarding agency.
4. Debarment and Suspension
As required by Executive Orders 12549 and 12689, and 2 C.F.R. § 200.214 and codified
in 2 C.F.R. Part 180, Debarment and Suspension, the Applicant will provide protection
against waste, fraud, and abuse by debarring or suspending those persons deemed
irresponsible in their dealings with the federal government. The Applicant certifies that
it and its subrecipients:
(a) Are not presently debarred, suspended, proposed for debarment, declared
ineligible, or voluntarily excluded from covered transactions by any federal
department or agency;
(b) Have not within a three-year period preceding this application been convicted
of or had a civil judgment rendered against them for commission of fraud or
a criminal offense in connection with obtaining, attempting to obtain, or
performing a public (federal, state, or local) transaction or contract under a
public transaction; violation of federal or state antitrust statutes or commission
of embezzlement, theft, forgery, bribery, falsification or destruction of records,
making false statements, or receiving stolen property;
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(c) Are not presently indicted for or otherwise criminally or civilly charged by a
governmental entity (federal, state, or local) with commission of any of the
offenses enumerated in paragraph (4)(b) of this certification; and
(d) Have not within a three-year period preceding this application had one or
more public transaction (federal, state, or local) terminated for cause or
default.
Where the Applicant is unable to certify to any of the statements in this certification,
he or she shall attach an explanation to this application.
5. Non-Discrimination and Equal Employment Opportunity
The Applicant will comply with all state and federal statutes relating to non-
discrimination, including:
(a) Title VI of the Civil Rights Act of 1964 (Public Law (P.L.) 88-352 and
42 U.S.C. § 2000d et. seq.) which prohibits discrimination on the basis of race,
color, or national origin and requires that recipients of federal financial
assistance take reasonable steps to provide meaningful access to persons
with limited English proficiency (LEP) to their programs and services;
(b) Title IX of the Education Amendments of 1972, (20 U.S.C. §§ 1681-1683, and
1685-1686), which prohibits discrimination on the basis of sex in any federally
funded educational program or activity;
(c) Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794), which prohibits
discrimination against those with disabilities or access and functional needs;
(d) Americans with Disabilities Act (ADA) of 1990 (42 U.S.C. § 12101et seq.), which
prohibits discrimination on the basis of disability and requires buildings and
structures be accessible to those with disabilities and access and functional
needs;
(e) Age Discrimination Act of 1975, (42 U.S.C. §§ 6101-6107), whichprohibits
discrimination on the basis of age;
(f) Public Health Service Act of 1912 (42 U.S.C. §§ 290 dd—2), relating to
confidentiality of patient records regarding substance abuse treatment;
(g) Title VIII of the Civil Rights Act of 1968 (42 U.S.C. § 3601 et seq.), relating to
nondiscrimination in the sale, rental or financing of housing as implemented by
the Department of Housing and Urban Development at 24 C.F.R. Part100. The
prohibition on disability discrimination includes the requirement that new
multifamily housing with four or more dwelling units — i.e., the public and
common use areas and individual apartment units (all units in buildings with
elevators and ground-floor units in buildings without elevators) — be designed
and constructed with certain accessible features (See 24 C.F.R. § 100.201);
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(h) Executive Order 11246, which prohibits federal contractors and federally
assisted construction contractors and subcontractors, who do over $10,000 in
Government business in one year from discriminating in employmentdecisions
on the basis of race, color, religion, sex, sexual orientation, gender
identification or national origin;
(i) Executive Order 11375, which bans discrimination on the basis of race, color,
religion, sex, sexual orientation, gender identification, or national origin in hiring
and employment in both the United States federal workforce and on the part
of government contractors;
(j) California Public Contract Code § 10295.3, which prohibits discrimination based
on domestic partnerships and those in same sex marriages;
(k) DHS policy to ensure the equal treatment of faith-based organizations, under
which the Applicant must comply with equal treatment policies and
requirements contained in
6 C.F.R. Part 19;
(l) The California’s Fair Employment and Housing Act (FEHA) (California
Government Code §§12940-12957), as applicable. FEHA prohibits harassment
and discrimination in employment because of ancestry, familial status, race,
color, religious creed (including religious dress and grooming practices), sex
(which includes pregnancy, childbirth, breastfeeding and medical conditions
related to pregnancy, childbirth or breastfeeding), gender, gender identity,
gender expression, sexual orientation, marital status, national origin, ancestry,
mental and physical disability, genetic information, medical condition, age,
pregnancy, denial of medical and family care leave, or pregnancy disability
leave, military and veteran status, and/or retaliation for protesting illegal
discrimination related to one of these categories, or for reporting patient
abuse in tax supported institutions;
(m)Any other nondiscrimination provisions in the specific statute(s) under which
application for federal assistance is being made; and
(n) The requirements of any other nondiscrimination statute(s) that may apply to this
application.
Civil Rights Policies for Program Beneficiaries and Subrecipients of DHS funding,
pertaining to the following are available on the Cal OES website:
• Non-discrimination in Programs & Services
• Reasonable Accommodation for Program Beneficiaries
• Language Access Policy
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6. Drug-Free Workplace
As required by the Drug-Free Workplace Act of 1988 (41 U.S.C. § 701 et seq.),the
Applicant certifies that it will maintain a drug-free workplace and a drug-free
awareness program as outlined in the Act.
7. Environmental Standards
The Applicant will comply with state and federal environmental standards, including:
(a) The California Environmental Quality Act (CEQA) (California Public Resources Code
§§ 21000-21177), to include coordination with the city or county planning
agency;
(b) CEQA Guidelines (California Code of Regulations, Title 14, Division 6, Chapter 3,
§§ 15000-15387);
(c) The Federal Clean Water Act (CWA) (33 U.S.C. § 1251 et seq.), which establishes
the basic structure for regulating discharges of pollutants into the waters of the
United States and regulating quality standards for surface waters;
(d) The Federal Clean Air Act of 1955 (42 U.S.C. § 7401) which regulates air
emissions from stationary and mobile sources;
(e) Institution of environmental quality control measures under the National
Environmental Policy Act (NEPA) of 1969 (P.L. 91-190); the Council on
Environmental Quality Regulations for Implementing the Procedural Provisions
of NEPA; and Executive Order 12898 which focuses on the environmentaland
human health effects of federal actions on minority and low-income
populations with the goal of achieving environmental protection for all
communities;
(f) Evaluation of flood hazards in floodplains in accordance with Executive Order
11988;
(g) Executive Order 11514 which sets forth national environmental standards;
(h) Executive Order 11738 instituted to assure that each federal agency
empowered to enter into contracts for the procurement of goods, materials, or
services and each federal agency empowered to extend federal assistance by
way of grant, loan, or contract shall undertake such procurement and
assistance activities in a manner that will result in effective enforcement of the
Clean Air Act and the Federal Water Pollution Control Act Executive Order
11990 which requires preservation of wetlands;
(i) The Safe Drinking Water Act of 1974, (P.L. 93-523);
(j) The Endangered Species Act of 1973, (P.L. 93-205);
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(k) Assurance of project consistency with the approved state management
program developed under the Coastal Zone Management Act of 1972
(16 U.S.C. §§1451 et seq.);
(l) Conformity of Federal Actions to State (Clear Air) Implementation Plans under
Section 176(c) of the Clean Air Act of 1955, as amended (42 U.S.C. §§7401 et
seq.); and
(m)The Wild and Scenic Rivers Act of 1968 (16 U.S.C. § 1271 et seq.) related
to protecting components or potential components of the national wild
and scenic rivers system.
The Applicant shall not be: 1) in violation of any order or resolution promulgated by
the State Air Resources Board or an air pollution district; 2) subject to a cease-and-
desist order pursuant to section 13301 of the California Water Code for violation of
waste discharge requirements or discharge prohibitions; or 3) determined to be in
violation of federal law relating to air or water pollution.
8. Audits
For subrecipients expending $1,000,000 or more in federal grant funds annually, the
Applicant will perform the required financial and compliance audits in accordance
with the Single Audit Act Amendments of 1996 and C.F.R., Part 200, Subpart F Audit
Requirements.
9. Cooperation and Access to Records
The Applicant must cooperate with any compliance reviews or investigations
conducted by DHS. In accordance with 2 C.F.R. § 200.337, the Applicant will give the
awarding agency, the Comptroller General of the United States and, if appropriate,
the state, through any authorized representative, access to and the right to examine
all records, books, papers, or documents related to the award. The Applicant will
require any subrecipients, contractors, successors, transferees and assignees to
acknowledge and agree to comply with this provision.
10. Conflict of Interest
The Applicant will establish safeguards to prohibit the Applicant’s employees from
using their positions for a purpose that constitutes or presents the appearance of
personal or organizational conflict of interest, or personal gain.
11. Financial Management
False Claims for Payment - The Applicant will comply with 31 U.S.C §§ 3729-3733
which provides that Applicant shall not submit a false claim for payment,
reimbursement, or advance.
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12. Reporting - Accountability
The Applicant agrees to comply with applicable provisions of the Federal Funding
Accountability and Transparency Act (FFATA) (P.L. 109-282), including but not limited
to (a) the reporting of subawards obligating $30,000 or more in federal funds, and (b)
executive compensation data for first-tier subawards as set forth in 2 C.F.R. Part 170,
Appendix A. The Applicant also agrees to comply with the requirements set forth in
the government-wide financial assistance award term regarding the System for
Award Management and Universal Identifier Requirements located at 2 C.F.R.
Part 25, Appendix A.
13. Whistleblower Protections
The Applicant must comply with statutory requirements for whistleblower protections
at 10 U.S.C. § 2409, 41 U.S.C. § 4712, and 10 U.S.C. § 2324, 41 U.S.C. § 4304 and § 4310.
14. Human Trafficking
The Applicant will comply with the requirements of Section 106(g) of the Trafficking
Victims Protection Act of 2000, as amended (22 U.S.C. § 7104) which prohibits the
Applicant or its subrecipients from: (1) engaging in trafficking in persons during the
period of time that the award is in effect; (2) procuring a commercial sex act during
the period of time that the award is in effect; or (3) using forced labor in the
performance of the award or subawards under the award.
15. Labor Standards
The Applicant will comply with the following federal labor standards:
(a) The Davis-Bacon Act (40 U.S.C. §§ 276a to 276a-7), as applicable, and the
Copeland Act (40 U.S.C. § 3145 and 18 U.S.C. § 874) and the Contract Work
Hours and Safety Standards Act (40 U.S.C. §§ 327-333), regarding labor
standards for federally-assisted construction contracts or subcontracts, and
(b) The Federal Fair Labor Standards Act (29 U.S.C. § 201 et seq.) as they apply
to employees of institutes of higher learning (IHE), hospitals and other non-
profit organizations.
16. Worker’s Compensation
The Applicant must comply with provisions which require every employer to be
insured to protect workers who may be injured on the job at all times during the
performance of the work of this Agreement, as per the workers compensation laws
set forth in California Labor Code §§ 3700 et seq.
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17. Property-Related
If applicable to the type of project funded by this federal award, the Applicant will:
(a) Comply with the requirements of Titles II and III of the Uniform Relocation
Assistance and Real Property Acquisition Policies Act of 1970 (P.L. 91-646) which
provide for fair and equitable treatment of persons displaced or whose
property is acquired as a result of federal or federally-assisted programs. These
requirements apply to all interests in real property acquired for project purposes
regardless of federal participation in purchase;
(b) Comply with flood insurance purchase requirements of Section 102(a) of the
Flood Disaster Protection Act of 1973 (P.L. 93-234) which requires federal award
subrecipients in a special flood hazard area to participate in the program and
to purchase flood insurance if the total cost of insurable construction and
acquisition is $10,000 or more;
(c) Assist the awarding agency in assuring compliance with Section 106 of the
National Historic Preservation Act of 1966, as amended (16 U.S.C. § 470),
Executive Order 11593 (identification and protection of historic properties), and
the Archaeological and Historic Preservation Act of 1974 (16 U.S.C. § 469a-1 et
seq.); and
(d) Comply with the Lead-Based Paint Poisoning Prevention Act (42 U.S.C. § 4831
and 24 CFR Part 35) which prohibits the use of lead-based paint in construction
or rehabilitation of residence structures.
18. Certifications Applicable Only to Federally-Funded Construction Projects
For all construction projects, the Applicant will:
(a) Not dispose of, modify the use of, or change the terms of the real property title
or other interest in the site and facilities without permission and instructions from
the awarding agency. Will record the federal awarding agency directives and
will include a covenant in the title of real property acquired in whole or in part
with federal assistance funds to assure nondiscrimination during the useful life of
the project;
(b) Comply with the requirements of the awarding agency with regard to the
drafting, review and approval of construction plans and specifications;and
(c) Provide and maintain competent and adequate engineering supervision at
the construction site to ensure that the complete work conforms with the
approved plans and specifications and will furnish progressive reports and such
other information as may be required by the assistance awarding agency or
State.
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19. Use of Cellular Device While Driving is Prohibited
The Applicant is required to comply with California Vehicle Code sections 23123 and
23123.5. These laws prohibit driving motor vehicle while using an electronic wireless
communications device to write, send, or read a text-based communication. Drivers
are also prohibited from the use of a wireless telephone without hands-free listening
and talking, unless to make an emergency call to 911, law enforcement, or similar
services.
20. California Public Records Act and Freedom of Information Act
The Applicant acknowledges that all information submitted in the course of applying
for funding under this program, or provided in the course of an entity’s grant
management activities that are under Federal control, is subject to the Freedom of
Information Act (FOIA), 5 U.S.C. § 552, and the California Public Records Act,
California Government Code §7920.000 et seq. The Applicant should consider these
laws and consult its own State and local laws and regulations regarding the release
of information when reporting sensitive matters in the grant application, needs
assessment, and strategic planning process.
21. Acknowledgment of Federal Funding from DHS
The Applicant must acknowledge its use of federal funding when issuing statements,
press releases, requests for proposals, bid invitations, and other documents describing
projects or programs funded in whole or in part with federal funds.
22. Activities Conducted Abroad
The Applicant must coordinate with appropriate government authorities when
performing project activities outside the United States and obtain all appropriate
licenses, permits, or approvals.
23. Best Practices for Collection and Use of Personally Identifiable Information (PII)
DHS defines PII as any information that permits the identity of an individual to
be directly or indirectly inferred, including any information that is linked or linkable to
that individual. If the Applicant collects PII, the Applicant is required to have a
publicly-available privacy policy that describes standards on the usage and
maintenance of the PII they collect. The Applicant may refer to the DHS Privacy
Impact Assessments: Privacy Guidance and Privacy Template as a useful resource.
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24. Copyright
Recipients must affix the applicable copyright notices of 17 U.S.C. §§ 401 or 402 to
any work first produced under federal awards and also include an acknowledgement
that the work was produced under a federal award (including the federal award
number and federal awarding agency). As detailed in 2 C.F.R. § 200.315, a federal
awarding agency reserves a royalty-free, nonexclusive, and irrevocable right to
reproduce, publish, or otherwise use the work for federal purposes and to authorize
others to do so.
25. Duplicative Costs
Applicants are prohibited from charging any cost to this federal award that will be
included as a cost or used to meet cost sharing or matching requirements of any other
federal award in either the current or a prior budget period. (See 2 C.F.R. § 200.403(f)).
However, recipients may shift costs that are allowable under two or more federal
awards where otherwise permitted by federal statutes, regulations, or the federal
financial assistance award terms and conditions.
26. Energy Policy and Conservation Act
The Applicant must comply with the requirements of 42 U.S.C. § 6201 which contain
policies relating to energy efficiency that are defined in the state energy
conservation plan issued in compliance with this Act.
27. Federal Debt Status
The Applicant is required to be non-delinquent in its repayment of any federal debt.
Examples of relevant debt include delinquent payroll and other taxes, audit
disallowances, and benefit overpayments. See OMB Circular A-129.
28. Fly America Act of 1974
The Applicant must comply with Preference for United States Flag Air Carriers:
(a list of certified air carriers can be found at: Certificated Air Carriers List | US
Department of Transportation, https://www.transportation.gov/policy/aviation-
policy/certificated-air-carriers-list) for international air transportation of people and
property to the extent that such service is available, in accordance with the
International Air Transportation Fair Competitive Practices Act of 1974 (49 U.S.C.
§ 40118) and the interpretative guidelines issued by the Comptroller General of the
United States in the March 31, 1981, amendment to Comptroller General Decision
B-138942.
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29. Hotel and Motel Fire Safety Act of 1990
In accordance with Section 6 of the Hotel and Motel Fire Safety Act of 1990, the
Applicant must ensure that all conference, meeting, convention, or training space
funded in whole or in part with federal funds complies with the fire prevention and
control guidelines of the Federal Fire Prevention and Control Act of 1974, as
amended, 15 U.S.C. § 2225a.
30. Non-supplanting Requirement
If the Applicant receives federal financial assistance awards made under programs
that prohibit supplanting by law, the Applicant must ensure that federal funds do not
replace (supplant) funds that have been budgeted for the same purpose through
non- federal sources.
31. Patents and Intellectual Property Rights
Recipients are subject to the Bayh-Dole Act, 35 U.S.C. § 200 et seq. and applicable
regulations governing inventions and patents, including the regulations issued by the
Department of Commerce at 37 C.F.R. Part 401 (Rights to Inventions Made by
Nonprofit Organizations and Small Business Firms under Government Awards,
Contracts, and Cooperative Agreements) and the standard patent rights clause set
forth at 37 C.F.R. § 401.14.
32. SAFECOM
If the Applicant receives federal financial assistance awards made under programs
that provide emergency communication equipment and its related activities, the
Applicant must comply with the SAFECOM Guidance for Emergency Communication
Grants, including provisions on technical standards that ensure and enhance
interoperable communications.
33. Terrorist Financing
The Applicant must comply with Executive Order 13224 and United States law that
prohibit transactions with, and the provisions of resources and support to, individuals
and organizations associated with terrorism. The Applicant is legally responsible for
ensuring compliance with the Order and laws.
34. Reporting of Matters Related to Recipient Integrity andPerformance
If the total value of the Applicant’s currently active grants, cooperative agreements,
and procurement contracts from all federal assistance offices exceeds $10,000,000 for
any period of time during the period of performance of this federal financial
assistance award, the Applicant must comply with the requirements set forth in the
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government-wide Award Term and Condition for Recipient Integrity and
Performance Matters located at 2 C.F.R. Part 200, Appendix XII, the full text of which is
incorporated here by reference in the award terms and conditions.
35. USA Patriot Act of 2001
The Applicant must comply with requirements of the Uniting and Strengthening
America by Providing Appropriate Tools Required to Intercept and Obstruct Terrorism
Act (USA PATRIOT Act), which amends 18 U.S.C. §§ 175–175c.
36. Use of DHS Seal, Logo, and Flags
The Applicant must obtain written permission from DHS prior to using the DHS seals,
logos, crests, or reproductions of flags, or likenesses of DHS agency officials. This includes
use of DHS component (e.g., FEMA, CISA, etc.) seals, logos, crests, or reproductions of
flags, or likenesses of component officials.
37. Performance Goals (HSGP and NSGP)
In addition to the Biannual Strategy Implementation Report submission requirements
outlined in the Preparedness Grants Manual, the Applicant must demonstrate how
the grant-funded project addresses the core capability gap associated with each
project. The capability gap reduction must be addressed in the Project Description of
the BSIR for each project.
38. Applicability of DHS Standard Terms and Conditions to Tribes
The DHS Standard Terms and Conditions are a restatement of general requirements
imposed upon the Applicant and flow down to any of its subrecipients as a matter of
law, regulation, or executive order. If the requirement does not apply to Indian tribes
or there is a federal law or regulation exempting its application to Indian tribes, then
the acceptance by Tribes of, or acquiescence to, DHS Standard Terms and
Conditions does not change or alter its inapplicability to an Indian tribe. The
execution of grant documents is not intended to change, alter, amend, or impose
additional liability or responsibility upon the Tribe where it does not already exist.
39. Required Use of American Iron, Steel, Manufactured Products, and Construction
Materials
The Applicant must comply with the “Build America, Buy America” Act (BABAA),
enacted as part of the Infrastructure Investment and Jobs Act and Executive Order
14005. Applicants receiving a federal award subject to BABAA requirements may not
use federal financial assistance funds for infrastructure projects unless:
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(a) All iron and steel used in the project are produced in the United States – this
means all manufacturing processes, from the initial melting stage through the
application of coatings, occurred in the United States;
(b) All manufactured products used in the project are produced in the
United States – this means the manufactured product was manufactured in
the United States; and the cost of the components of the manufactured
product that are mined, produced, or manufactured in the United States is
greater than 55 percent of the total cost of all components of the
manufactured product, unless another standard for determining the
minimum amount of domestic content of the manufactured product has
been established under applicable law or regulation; and
(c) All construction materials are manufactured in the United States – this means
that all manufacturing processes for the construction material occurred in the
United States.
The “Buy America” preference only applies to articles, materials, and supplies that
are consumed in, incorporated into, or affixed to an infrastructure project. It does not
apply to tools, equipment, and supplies, such as temporary scaffolding, brought to
the construction site and removed at or before the completion of the infrastructure
project. Nor does a Buy America preference apply to equipment and furnishings,
such as movable chairs, desks, and portable computer equipment, that are used at
or within the finished infrastructure project but are not an integral part of the structure
or permanently affixed to the infrastructure project.
Per section 70914(c) of BABAA, FEMA may waive the application of a Buy America
preference under an infrastructure program in certain cases.
40. E.O. 14074 – Advancing Effective, Accountable Policing and Criminal Justice Practices
to Enhance Public Trust and Public Safety
Recipient State, Tribal, local, or territorial law enforcement agencies must comply with
the requirements of section 12(c) of E.O. 14074. Recipient State, Tribal, local, or
territorial law enforcement agencies are also encouraged to adopt and enforce
policies consistent with E.O. 14074 to support safe and effective policing.
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IMPORTANT
The purpose of these assurances is to obtain federal and state financial assistance,
including any and all federal and state grants, loans, reimbursement, contracts, etc.
Applicant recognizes and agrees that state financial assistance will be extended based
on the representations made in these assurances. These assurances are binding on
Applicant, its successors, transferees, assignees, etc. as well as any of its subrecipients.
Failure to comply with any of the above assurances may result in suspension, termination,
or reduction of grant funds.
All appropriate documentation, as outlined above, must be maintained on file by the
Applicant and available for Cal OES or public scrutiny upon request. Failure to comply
with these requirements may result in suspension of payments under the grant or
termination of the grant or both and the Applicant may be ineligible for award of any
future grants if Cal OES determines that the Applicant: (1) has made false certification,
or (2) violates the certification by failing to carry out the requirements as noted above.
All of the language contained within this document must be included in the award
documents for all subawards at all tiers. Applicants are bound by the DHS Standard
Terms and Conditions 2024, Version 2, hereby incorporated by reference, which can be
found at: https://www.dhs.gov/publication/fy15-dhs- standard-terms-and-conditions.
The undersigned represents that he/she is authorized to enter into this agreement for and
on behalf of the Applicant.
Applicant:
Signature of Authorized Agent:
Printed Name of Authorized Agent:
Title:Date:
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Finance and Management Services
www.santa-ana.org/finance
Item # 19
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Adopt a Resolution Establishing the Appropriations Limit for 2025-26
AGENDA TITLE
Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY 2025-26
RECOMMENDED ACTION
Adopt a resolution establishing the appropriations limit of the City of Santa Ana for Fiscal
Year 2025-26, as required by state law.
RESOLUTION NO. 2025-XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE
CITY OF SANTA ANA FOR FISCAL YEAR 2025-2026
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The State of California Constitution imposes a limit (“the Gann Limit”) on tax proceeds to
be appropriated for expenditures by a local government in any given fiscal year and
requires the cities establish this limit by resolution. Adoption of the subject resolution is
necessary for compliance with the California constitution for the fiscal year ending June
30, 2026.
Furthermore, Section 13-90 of the Santa Ana Municipal Code requires the creation of a
Reserve Fund for Excess Proceeds of Taxes (Reserve Fund), as a separate accounting
of taxes received in a fiscal year prior to the period of expenditure. The City appropriates
the expenditure of tax revenue in the same fiscal year of receipt, and therefore creation
of the Reserve Fund is not necessary for the fiscal year 2025-26. In fiscal year 2023-24,
the Proceeds of Taxes were $322,141,522 and the actual General Fund expenditures
were $394,675,261.
Using the formula provided by the state, staff calculated the spending limitation from
“Proceeds of Taxes” as $1,522,518,198 (Exhibit 1) for fiscal year 2025-26, which is the
FY24-25 limit increased by 6.66%. The funds constrained by the appropriations limit
include the General Fund, the Capital Outlay Fund, and Special Revenue Funds.
City Council 19 – 1 6/17/2025
Adopt a Resolution Establishing the Appropriations Limit for 2025-26
June 17, 2025
Page 2
5
1
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Exhibit 1 identifies the factors used to determine the allowable inflationary increase from
the prior year. Exhibit 2 categorizes FY 2025-26 anticipated revenues from “Proceeds of
Taxes” and “Non-Proceeds of Taxes”. Exhibit 3 computes the FY 2025-26 appropriations
subject to this limitation, and identifies the difference between the limit and the budgeted
appropriation. As demonstrated in Exhibit 3, the City’s anticipated fiscal year 2025-26
appropriations subject to limitation is $321,251,348, which is $1,201,266,850 less than
the allowable Gann Limit.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Computation of Appropriation Limit
2. Schedule to Categorize Anticipated Revenues
3. Appropriation Subject to Limitation
4. Resolution
Submitted By: Alex Trinidad, Acting Executive Director, Finance and Management
Services Agency
Approved By: Alvaro Nuñez, City Manager
City Council 19 – 2 6/17/2025
Fiscal Year 2024-25 Appropriations Limit $ 1,427,985,554
California Per Capita Personal Income:6.440% *
Converted into a Factor 1.0644
Population Growth:0.17% *
Converted into a Factor:1.0017
Calculation of factor for fiscal year 2024-25 (1.0362 x 1.00310):1.0662
Fiscal Year 2025-26 Appropriations Limit $ 1,522,518,198
* Source: State of California, Department of Finance, Price and Population Information - FY 2025-26
EXHIBIT 1
COMPUTATION OF APPROPRIATION LIMIT
FOR FISCAL YEAR ENDING JUNE 30, 2026
EXHIBIT 1
City Council 19 – 3 6/17/2025
REVENUE
PROCEEDS OF
TAXES
NON-PROCEEDS OF
TAXES TOTALS
TAXES:
Property Tax $110,300,910 $- $ 110,300,910
Sales Tax 146,662,070 -146,662,070
Hotel Visitors' Tax 9,500,000 -9,500,000
Business Tax 17,500,000 -17,500,000
Documentary Stamp Tax 1,200,000 -1,200,000
Utility Users' Tax 29,250,000 -29,250,000
Medical Marijuana/Cannabis Tax 12,651,460 -12,651,460
Total Taxes 327,064,440 -327,064,440
FROM STATE:
State Motor Vehicle License 400,000 - 400,000
Homeowner Prop Tax Subvention 180,000 - 180,000
State Gas Tax - 16,930,360 16,930,360
SB90 Reimbursements - 150,000 150,000
State Grants - 3,646,580 3,646,580
Standards Training for Corrections Reimbursement - 55,760 55,760
Total State 580,000 20,782,700 21,362,700
OTHER GOVERNMENT:
Community Development (CDBG) - 4,776,100 4,776,100
Urban Area Security Initiative Grant - 537,910 537,910
Social Services Agency Grant - - -
Housing (Section 8) - 71,279,220 71,279,220
Workforce Investment Act - 2,298,100 2,298,100
Measure M, Street Grants - 14,628,320 14,628,320
Civic Center and Park - 3,776,860 3,776,860
Program Income - 1,082,670 1,082,670
Other Federal Grants - 5,226,380 5,226,380
Total Other Government - 103,605,560 103,605,560
EXHIBIT 2
SCHEDULE TO CATEGORIZE ANTICIPATED REVENUES
FOR FISCAL YEAR ENDING JUNE 30, 2026
EXHIBIT 2
City Council 19 – 4 6/17/2025
Exhibit 2
Continued
PROCEEDS NON-PROCEEDS
REVENUE OF TAXES OF TAXES TOTALS
LOCALLY RAISED:
Licenses and Permits - 6,147,280 6,147,280
Franchise Fees - 13,600,000 13,600,000
Fines and Forfeitures - 5,599,300 5,599,300
Charges for Services - 32,098,540 32,098,540
From Use of Property - 12,527,640 12,527,640
Others - 210,000 210,000
Others - Inter-Agency - 1,678,600 1,678,600
Total Locally Raised - 71,861,360 71,861,360
OTHER MISCELLANEOUS:
Donation - 219,050 219,050
Expense Reimbursements - 2,041,900 2,041,900
Indirect Cost Recovery - 11,375,920 11,375,920
Interfund Transfers - 22,405,380 22,405,380
Opioid Settlements - 1,403,450 1,403,450
Total Other Miscellaneous - 37,445,700 37,445,700
FROM USE OF MONEY:
Earnings on Investment 2,010,320 1,524,620 3,534,940
TOTAL REVENUES $329,654,760 $235,219,940 $564,874,700
City Council 19 – 5 6/17/2025
Proceeds of taxes 329,654,760$
Less: Exclusions (8,403,412)
Appropriation subject to limitation 321,251,348$
Current year limit 1,522,518,198
Over(under) limit (1,201,266,850)$
EXHIBIT 3
APPROPRIATION SUBJECT TO LIMITATION
FOR FISCAL YEAR ENDING JUNE 30, 2026
EXHIBIT 3
City Council 19 – 6 6/17/2025
Resolution No. 2025-XXX
Page 1 of 3
RESOLUTION NO. 2025-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT
OF THE CITY OF SANTA ANA FOR FISCAL YEAR
2025-2026
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines
and declares as follows:
A.Article XIIIB of the Constitution of the State of California, adopted by the
voters of the State of California in 1979, imposes upon State and local
government the obligation to limit each fiscal year’s appropriations to those
established in fiscal year 1978-79 as adjusted for by inflation and
population, together with other specified changes required or permitted.
B.In June of 1990, the voters of the State of California approved Proposition
111, which amended Article XIIIB to establish the limit originally calculated
for fiscal year 1986-87 as a new adjustment base, and to change the
definition of the cost of living to be either the percentage change in
California per capita personal income from the preceding year or the
percentage change in the local assessment roll from the preceding year for
the jurisdiction due to the addition of local non-residential new construction.
C.Proposition 111 further modified Article XIIIB requirements by making
certain capital outlay, debt service, emergency and court ordered
expenditures not subject to the limit, and by allowing expenditures in excess
of one year's limit to be offset by under expenditures in an immediately
following year.
D.The City of Santa Ana has opted to use as the inflation adjustment factor
the percentage change in the California per capita personal income f rom
the preceding year.
E.The City of Santa Ana has opted to use as the population adjustment factor
the County’s percentage change in population from the preceding year.
F.Section 7910 of the Government Code of the State of California requires
the governing body of each local jurisdiction each year to, by resolution,
establish its appropriations limit and make other necessary determinations
for the following fiscal year pursuant to Article XIIIB of the California
EXHIBIT 4
City Council 19 – 7 6/17/2025
Resolution No. 2025-XXX
Page 2 of 3
Constitution at a regularly scheduled meeting or noticed special meeting.
Fifteen days prior to the meeting, documentation used in the determination
of the appropriations limit and other necessary determinations shall be
available to the public.
G. This matter came before the City Council at its regularly scheduled meeting
of June 17, 2025.
H. The Executive Director of the Finance and Management Services Agency
of the City of Santa Ana has determined the City’s appropriation limit for
fiscal year 2025-2026 in accordance with said provisions of the Constitution
and laws of the State of California, and the documentation used in the
determination has been available to the public since not later than June 2,
2025, in the office of the Executive Director of the Finance and Management
Services Agency.
Section 2. Based upon the above referenced facts, and all facts specified in the
accompanying Request for Council Action and its attachments, and each of them, the
appropriation limit of the City of Santa Ana for fiscal year 2025-2026 is hereby found and
determined to be $1,522,518,198.
Section 3. This Resolution shall take effect immediately upon its adoption by
the City Council, and the City Clerk shall attest to and certify the vote adopting this
Resolution.
ADOPTED this _____ day of ______________, 2025.
_______________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:________________________
Andrea Garcia-Miller
Assistant City Attorney
City Council 19 – 8 6/17/2025
Resolution No. 2025-XXX
Page 3 of 3
AYES: Councilmembers ___________________________________
NOES: Councilmembers ___________________________________
ABSTAIN: Councilmembers ___________________________________
NOT PRESENT: Councilmembers ___________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk, do hereby attest to and certify the attached Resolution
No. 2025-______ to be the original resolution adopted by the City Council of the City of
Santa Ana on June 17, 2025.
Date: ____________ ___________________________
City Clerk
City of Santa Ana
City Council 19 – 9 6/17/2025
Planning and Building Agency
www.santa-ana.org/pb
Item # 20
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Second Reading of Amendments to the Transit Zoning Code (SD-84) Zoning
District and Citywide Zoning Map
AGENDA TITLE
Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 2024-02 and
Amendment Application (AA) No. 2024-03 Amending Certain Sections of Article XIX (The
Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning) of the Santa
Ana Municipal Code (SAMC) Addressing Industrial Land Uses, Nonconformities, and
Operating Standards, and Amending the City of Santa Ana Zoning Map to Remove the
Light Industrial (M1) and Heavy Industrial (M2) Suffixes from Certain Properties Within
the SD-84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (6-0-1)
(Councilmember Phan recusal).
RECOMMENDED ACTIONS
1. Conduct a second reading and adopt an ordinance to approve Zoning Ordinance
Amendment (ZOA) No. 2024-02 amending certain sections of Article XIX (The Transit
Zoning Code, Specific Development No. 84 (SD-84)) of Chapter 41 (Zoning) of the
Santa Ana Municipal Code including amendments to the regulations, overlay districts
and maps in the zoning district; modifying the authorized land uses and permit types;
establishing revised non-conforming use regulations, including the addition of an
amortization/termination of use process and adding operational standards for certain
permitted and non-conforming uses.
ORDINANCE NO. NS-3081 entitled AN ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE AMENDMENT NO.
2024-02, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF
ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING
CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING
THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED
NONCONFORMING USE REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING OPERATIONAL
STANDARDS FOR CERTAIN PERMITTED AND NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment
Application (AA) No. 2024-03 amending the zoning by removing the M1 (Light
City Council 20 – 1 6/17/2025
ZOA No. 2024-02 & AA No. 2024-03: Transit Zoning Code (SD-84) Amendments
Second Reading
June 17, 2025
Page 2
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Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD-84
zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS-3082 entitled AMENDMENT APPLICATION (AA) NO. 2024-03
– AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY
REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL)
SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD-84 ZONING DISTRICT
BOUNDARY
GOVERNMENT §84308 CODE APPLIES: Yes
DISCUSSION
On June 3, 2025, the City Council held a duly noticed public hearing to consider a
Resolution to make findings and adopt an Addendum to the Transit Zoning Code
(TZC)/SD-84 Final EIR and Ordinances for ZOA No. 2024-02 and AA No. 2024-03. Upon
hearing all testimony, the City Council closed the public hearing, held discussion, and
unanimously voted 6:0:0:1 (Councilmember Phan abstaining) to approve the Resolution
to make findings and adopt an Addendum to TZC SD-84 Final EIR, and the first readings
of ZOA No. 2024-02 and AA No. 2024-03 with minor revisions to Sections 4
(Organization), 5 (Nonconforming Buildings, Structures, and Uses), 9 (Uses Permitted),
and 10 (Operational Standards) of ZOA No. 2024-02 (Exhibit 1). The City Council’s
approval of ordinances for ZOA No. 2024-02 and AA No. 2024-03 require a second
reading. A copy of the ordinances for second reading are attached to this report as Exhibit
2 and Exhibit 3.
ENVIRONMENTAL IMPACT
The California Environmental Quality Act (CEQA) requires public agencies and local
governments to measure the environmental impacts of development projects or other
major land use decisions, and to limit or avoid those impacts if possible. CEQA Guidelines
Section 15164 states the following with respect to an Addendum to an EIR:
a) The lead agency or responsible agency shall prepare an addendum to a previously
certified EIR if some changes or additions are necessary but none of the conditions
described in Section 15162 calling for preparation of a subsequent EIR have occurred.
b) An addendum to an adopted negative declaration may be prepared if only minor
technical changes or additions are necessary or none of the conditions described in
Section 15162 calling for the preparation of a subsequent EIR or negative declaration
have occurred.
c) An addendum need not be circulated for public review but can be included in or
attached to the final EIR or adopted negative declaration.
d) The decision-making body shall consider the addendum with the final EIR or adopted
negative declaration prior to making a decision on the project.
City Council 20 – 2 6/17/2025
ZOA No. 2024-02 & AA No. 2024-03: Transit Zoning Code (SD-84) Amendments
Second Reading
June 17, 2025
Page 3
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e) A brief explanation of the decision not to prepare a subsequent EIR pursuant to
Section 15162 should be included in an addendum to an EIR, the lead agency’s
findings on the project, or elsewhere in the record. The explanation must be supported
by substantial evidence.
Additionally, CEQA Guidelines Section 15162, Subsequent EIRs and Negative
Declarations, states the following with respect to a Subsequent EIRs:
(a) When an EIR has been certified or a negative declaration adopted for a project, no
subsequent EIR shall be prepared for that project unless the lead agency determines,
on the basis of substantial evidence in the light of the whole record, one or more of
the following:
(1) Substantial changes are proposed in the project which will require major
revisions of the previous EIR or negative declaration due to the involvement of
new significant environmental effects or a substantial increase in the severity
of previously identified significant effects;
(2) Substantial changes occur with respect to the circumstances under which the
project is undertaken which will require major revisions of the previous EIR or
Negative Declaration due to the involvement of new significant environmental
effects or a substantial increase in the severity of previously identified
significant effects; or
(3) New information of substantial importance, which was not known and could not
have been known with the exercise of reasonable diligence at the time the
previous EIR was certified as complete or the Negative Declaration was
adopted, shows any of the following:
(A)The project will have one or more significant effects not discussed in the
previous EIR or negative declaration;
(B)Significant effects previously examined will be substantially more severe
than shown in the previous EIR;
(C)Mitigation measures or alternatives previously found not to be feasible
would in fact be feasible, and would substantially reduce one or more
significant effects of the project, but the project proponents decline to
adopt the mitigation measure or alternative; or
(D)Mitigation measures or alternatives which are considerably different
from those analyzed in the previous EIR would substantially reduce one
or more significant effects on the environment, but the project
proponents decline to adopt the mitigation measure or alternative.
(b) If changes to a project or its circumstances occur or new information becomes
available after adoption of a negative declaration, the lead agency shall prepare a
subsequent EIR if required under subdivision (a). Otherwise, the lead agency shall
determine whether to prepare a subsequent negative declaration, an addendum, or
no further documentation.
ZOA No. 2024-02 and AA No. 2024-03 are considered a project as defined by the CEQA.
The City, as the Lead Agency, has determined that it is subject to CEQA guidelines and
City Council 20 – 3 6/17/2025
ZOA No. 2024-02 & AA No. 2024-03: Transit Zoning Code (SD-84) Amendments
Second Reading
June 17, 2025
Page 4
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regulations (Public Resources Code (PRC) Sections 21000-21177). An Addendum to the
Transit Zoning Code Environmental Impact Report (EIR) (State Clearing House (SCH)
No. 2006071100) has been prepared by the City. Based on its independent review and
analysis, and the administrative record as a whole, and, in exercising its independent
judgement, hereby finds that pursuant to CEQA Guidelines Section 15162, no
subsequent EIR would be required for the proposed project; and pursuant to CEQA
Guidelines Section 15164, an addendum to the Transit Zoning Code EIR is required for
the adoption of the Ordinances.
Specifically, pursuant to CEQA Guidelines Section 15162, the City finds on the basis of
substantial evidence in light of the whole record, that: (1) no substantial changes are
proposed in the project which will require major revisions of the EIR due to the
involvement of new significant environmental effects or a substantial increase in the
severity of previously identified significant effects; (2) no substantial changes have
occurred with respect to the circumstances under which the project is undertaken which
will require major revisions of the EIR due to the involvement of new significant
environmental effects or a substantial increase in the severity of previously identified
significant effects; and (3) there is no new information of substantial importance, which
was not known and could not have been known with the exercise of reasonable diligence
at the time the EIR was certified as complete, that shows any of the following: (A) the
project will have one or more significant effects not discussed in the EIR; (B) significant
effect previously examined will be substantially more severe than shown in the EIR; (C)
mitigation measures or alternatives previously found not to be feasible would in fact be
feasible and would substantially reduce one or more significant effects of the project, but
the project proponents decline to adopt the mitigation measure or alternative; or (D)
mitigation measures or alternative which are considerably different from those analyzed
in the EIR would substantially reduce one or more significant effects on the environment,
but the project proponents decline to adopt the mitigation measure or alternative.
Additionally, the proposed Ordinances are consistent with numerous General Plan goals
and policies that were evaluated as part of the General Plan Update Program EIR. The
proposed Ordinances also satisfy and further implementation actions of the General Plan
Update.
On June 9, 2025, a Notice of Determination was filed for the project.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBITS
1. Ordinance for ZOA No. 2024-02 (with June 3, 2025 City Council Revisions)
2. Ordinance for ZOA No. 2024-02 (clean, final copy)
3. Ordinance for AA No. 2024-03
City Council 20 – 4 6/17/2025
ZOA No. 2024-02 & AA No. 2024-03: Transit Zoning Code (SD-84) Amendments
Second Reading
June 17, 2025
Page 5
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Submitted By: Ali Pezeshkpour, AICP, Acting Executive Director, Planning and Building
Agency
Approved By: Alvaro Nuñez, City Manager
City Council 20 – 5 6/17/2025
Ordinance No. NS-XXX
Page 1 of 49
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ORDINANCE NO. NS-XXXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA APPROVING ZONING ORDINANCE
AMENDMENT NO. 2024-02, AMENDING CERTAIN
SECTIONS OF CHAPTER 41 (ZONING) OF ARTICLE XIX
OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE
TRANSIT ZONING CODE/SPECIFIC DEVELOPMENT (SD)
NO. 84 ZONING DISTRICT; MODIFYING THE
AUTHORIZED LAND USES AND PERMIT TYPES;
ESTABLISHING REVISED NONCONFORMING USE
REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND
ADDING OPERATIONAL STANDARDS FOR CERTAIN
PERMITTED AND NONCONFORMING USES
THE CITY COUNCIL OF THE CITY OF SANTA ANA HEREBY ORDAINS AS FOLLOWS:
Section 1. The City Council has, by separate action taken on June 3, 2025,
adopted an Addendum to the Transit Zoning Code Environmental Impact Report (“EIR”)
(State Clearinghouse No. 2006071100), which was certified on June 7, 2010, by the City
Council (“Addendum”). The Addendum analyzed the environmental impacts of the
actions taken in this Ordinance. Adopting the Addendum satisfied the City Council’s
obligations under the California Environmental Quality Act (“CEQA”) regarding
amendments to the Transit Zoning Code and none of the conditions in Public Resources
Code section 21166 or State CEQA Guidelines 15162 apply. Thus, no further
environmental review is required as adoption of this Ordinance falls within the scope of
the adopted Addendum and previously certified EIR.
Section 2.The City Council of the City of Santa Ana hereby adopts the findings
contained in the attached Exhibit “A” to this Ordinance as if fully set forth herein.
Section 3. Section 41-2001 (Application of Article) of Chapter 41 of the Santa
Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2001. Application of Article
(a) The Transit Zoning Code, as authorized by Chapter 41, Article III, Division 26,
Section 41-593 et seq., of the Santa Ana Municipal Code (SAMC), is subject to the
standards and regulations contained in this Article for the express purpose of
establishing land use regulations and standards. All other applicable chapters,
articles, and sections of the SAMC and any other regulations adopted by the City
Council shall apply unless expressly stated or superseded by this Article. All terms
contained herein shall be defined by the SAMC, unless specifically defined in this
Article.
City Council 20 – 6 6/17/2025
Ordinance No. NS-XXX
Page 2 of 49
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(b) Proposed development, including the construction, reconstruction or structural
alteration of a structure, subdivisions, and new and existing land uses, whether
conforming or nonconforming, as defined in Section 41-126 of the SAMC, within
the specific development area shall comply with all the applicable regulations
established by this Article.
(c) The regulations contained in this Article shall also apply to:
1. A change in land use within an existing building; and
2. A change in tenancy within an existing building requiring issuance of
a new Certificate of Occupancy.”
Section 4. Section 41-2001.5 (Organization) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2001.5 Organization
(a) Regulating Plan and Zones Established: Sections 41-2006 through 2008 2009 of
this Article defines the zones within the Specific Development (SD) boundaries of
SD-84, the parcels included within each zone, and describes, zone by zone, the
standards for building placement, design, and use consistent with the permitted
uses identified in Table 2A.
(b) Use Standards: Table 2A identifies the land use types allowed by the City in each
of the zones established by the Regulating Plan. A parcel within SD-84 boundaries
shall be occupied only by land uses identified as allowed within the applicable zone
and the type of City approval required by Table 2A.
(c) Urban Standards by Zone: Sections 41-2010 through 2015 of this Article regulates
the features of buildings that affect the public realm. The urban standards regulate
building and parking placement, height, and profile, and vary according to the
parcel's zone applied by the Regulating Plan. Standards for items not explicitly
described in this section, including but not limited to, walls and fences, mechanical
equipment, trash bin enclosures, heliport and helipad, underground utility,
installation of dish antennas, loading areas, parking lot design standards, refer to
other Sections of Chapter 41 of the SAMC and the Citywide Design Guidelines.
(d) Architectural Standards: Sections 41-2020 through 2039 regulates the manner in
which individual parcels and blocks are developed to create diverse and
pedestrian-oriented development, through the use of three main components:
(1)Sections 41-2020 through 2032 building types (e.g., duplex, rowhouse,
courtyard housing)
(2)Sections 41-2033 through 2039 frontage types (e.g., front yard/porch, stoop,
arcade, shopfront)
City Council 20 – 7 6/17/2025
Ordinance No. NS-XXX
Page 3 of 49
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(3)Section 41-2040 (Table 4.3A) architectural styles (e.g., Main Street
Commercial, Mission Revival, Art Deco, Folk Victorian, Craftsman, California
Contemporary).
(e) Sign Standards: Section 41-2050 regulates all signage within the SD boundaries
to be consistent with the character described for each zone.
(f) Subdivision Guidelines: Establishes guidelines for the creation and maintenance
of a finely grained and walkable network of blocks punctuated by integral and
varied open spaces.
(g) Street Network Concepts: identifies conceptual location and guidelines for the
street network. This section provides guidelines for the rights-of-way alignment,
and width in plan and section with the corresponding details.
(h) Definitions: Sections 41-2080 identifies and defines the terms used in this Code.”
Section 5. Section 41-2002 (Nonconforming Buildings, Structures and Uses) of
Chapter 41 of the Santa Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2002. Nonconforming Buildings, Structures and Uses
(a) A nonconforming building, structure or use shall comply with Article VI of this
Chapter, except as provided below:
(1)A building or structure that does not conform to the architectural style or story
height requirements of this Article shall not cause the structure to be non-
conforming.
(2) A nonconforming building, structure or use shall not be required to conform to
current zoning regulations based solely upon a change in ownership of the
property, except as otherwise provided in this Article.
(3) A sale, lease or other transfer of a property containing a nonconforming
building, structure or use does not trigger the loss of nonconforming status,
except as otherwise provided in this Article.
(4) Sections 41-681.1 through 41-681.4 and 41-683.6 of Article VI of this Chapter
shall not apply to buildings, structures and uses addressed within this Article or
building, structures, and uses within SD-84, nor to existing accessory dwelling
units (ADUs) permitted by the City of Santa Ana before the amendment to this
Article.
City Council 20 – 8 6/17/2025
Ordinance No. NS-XXX
Page 4 of 49
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(5)Rehabilitation, enlargement or structural alterations of any nonconforming
structure or structure occupied by a nonconforming use, except for structures
occupied by single family and two-family dwellings, may be made as follows:
a. Rehabilitation, limited to structural or non-structural alterations without any
building expansion and without any intensification of a nonconforming use,
is permitted if:
1. The operational standards contained in Ssections 41-2008 and 41-2009,
as applicable, of this Article are met.
2. All signage on the structure and the site on which it is located is brought
into conformity with the signage requirements of this Chapter, as
approved by the Executive Director of the Planning and Building Agency,
or designee.
3. All outdoor storage is screened by a solid screen wall not to exceed eight
(8) feet in height. Outdoor storage shall not exceed the height of the
screen wall.
4. There shall be no increase in the number of dwelling units unless the site
on which the structure is located complies with the off-street parking and
open space requirements of this Chapter.
5. Architectural massing, features and detailing shall be modified to bring
the structure into closer compliance with the architectural standards of
this Article, as approved by the Executive Director of the Planning and
Building Agency, or designee.
b. Rehabilitation may include expansion of floor area without intensification of
the nonconforming use when the total floor area does not exceed ten (10)
percent of the floor area as it legally existed as permitted and constructed
as of April 15, 2025, provided that the following standards are met:
1. The existing use is not a nonconforming industrial use. Nonconforming
industrial uses may not be expanded.
2. The operational standards contained in Section 41-2008 are met.
3. All signage on the structure and the site on which it is located shall be
brought into conformity with the requirements of this Chapter as
approved by the Executive Director of the Planning and Building Agency,
or designee.
4. There shall be no loading or unloading of vehicles between the hours of
10 pm and 7 am.
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5. All outdoor storage is screened by a solid screen wall not to exceed eight
(8) feet in height. Outdoor storage shall not exceed the height of the
screen wall.
6. There shall be no enlargement which would intrude into any required
setback area required by this Article.
7. There shall be no enlargement which would result in a new
nonconforming condition in violation of the requirements of this Chapter.
8. Off-street parking shall be provided in conformance with the
requirements of this Chapter.
9. Landscaping shall be improved to bring the site on which the structure
is located into closer compliance with the landscaping requirements of
this Chapter, as approved by the Executive Director of the Planning and
Building Agency, or designee.
10.Architectural massing, features and detailing, shall be modified to bring
the structure into closer compliance with the architectural standards of
this Chapter, as approved by the Executive Director of the Planning and
Building Agency, or designee.
(6)Rehabilitation, enlargement or exterior structural alterations of buildings
occupied by a single family and two-family dwellings is permitted subject to the
following:
a. Structural alterations and additions may be made where the total floor area
of all such expansions occurring in a five-year period does not exceed forty
(40) percent of the floor space of the building as it existed at the beginning
of that five-year period, provided the number of dwelling units is not
increased; and no new non-conformances with the requirements of this
Chapter are created.
b. Structural alterations and additions which exceed forty (40) percent of the
total floor area as it existed at the beginning of a five-year period; or
remodeling which involves the demolition of more than fifty (50) percent of
the building shall be permitted; provided that the following conditions are
met:
1. Off-street parking shall be provided in conformance with the
requirements of this Chapter.
2. No new nonconformities with the requirements of this Chapter are
created.
3. A minimum of eight hundred (800) square feet of usable, continuous,
non-front yard open-space, excluding driveways and parking areas is
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provided. Any open space with a minimum dimension of fifteen (15) feet
by fifteen (15) feet shall be deemed continuous open space.
c. Where rehabilitation of a building involves more than fifty (50) percent of a
building wall which encroaches into a front or side yard setback and is
demolished or is structurally altered, the remainder of the building wall shall
be demolished. Any subsequent building wall shall conform to all provisions
of this Chapter.
d. An existing two-car garage with a minimum dimension of eighteen (18) feet
by eighteen (18) feet exterior dimension shall be considered conforming.
e. Remodeling shall mean to reconstruct, or to make over in structure or style,
but shall exclude re-roof, window replacement, exterior finish replacement
and repair or similar modifications, as determined by the Executive Director
of the Planning and Building Agency, or designee.
f. No provision contained in this Article shall be interpreted or implemented in
a manner inconsistent with State law addressing accessory dwelling units,
as contained in Government Code Section 66310, et. seq. as amended from
time to time.
(7) Discontinuance of Nonconforming Uses, Generally. Nonconforming uses shall
be discontinued pursuant to Sec. 41-683 (Discontinuance of nonconforming
building or use) of this Chapter, regardless of intent, except as provided below:
a. Discontinuance of Noxious Use.
1. If a nonconforming industrial use that meets the definition of a Noxious
Use as defined in this Article requires a new certificate of occupancy for
any reason other than a change in business name with no change in
owner of the business, legal nonconforming status shall be lost and any
subsequent use must conform in every respect to the provisions of this
Article.
2. If a nonconforming industrial use that meets the definition of a Noxious
Use as defined in this Article is determined to be in violation of any
applicable Federal, State, or local regulation, as provided below, legal
nonconforming status shall be lost and any subsequent use of the
building shall conform in every respect to the provisions of this Chapter:
A. The violation lasts a period of thirty (30) consecutive days; or
B. The violation(s) are observed and documented for a total period of
sixty (60) days in a one-year period; or
C. Three noncompliant notices from a Federal, State, or local regulatory
agency relating to or arising from the nonconforming use are sent in
a one-year period.
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3. For the purpose of this subsection (7) a. 2.:
A. The thirty (30) consecutive day time period shall be measured from
the date of the first observed and documented violation.
B. A one-year period shall be the twelve (12) consecutive months of
time preceding the sixtieth (60th) day of total violations; or the twelve
(12) consecutive months of time preceding the issuance of the third
(3rd) noncompliant notice.
C. Local regulations mean the SAMC, including, but not limited to, the
operational standards contained in Section 41-2008 (m) 41-2009 of
this Article.
D. A local regulatory agency includes the City, County of Orange,
special districts, or any other local government agency charged with
regulating noxious uses.
E. Noncompliant notices may include, but are not limited to, Notice to
Comply and Notice of Violation as issued by the South Coast Air
Quality Management District (SCAQMD), Department of Toxic
Substances Control (DTSC), California Environmental Protection
Agency (CalEPA), Certified Unified Program Agency (CUPA), and
Santa Ana Regional Water Quality Control Board (SARWQB).
(8) Elimination of Nonconforming Noxious Uses and Structures.
a. Elimination of Nonconforming Noxious Uses and Structures, Generally.
1. The City Council has determined that elimination of nonconforming
noxious uses and structures by amortization may be considered based
upon one or more of the following factors:
A. The threat to the public health, safety, and welfare posed by the
continuance of the nonconforming noxious use or structure;
B. Adaptability of the land and improvements to a currently permitted
use;
C. Compatibility with the existing land use patterns and densities of the
surrounding neighborhood;
D. Excessive calls for service to applicable response agencies related
to the operation of the nonconforming noxious use; and
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E. Failures to remedy notices of violation, administrative warnings, or
other notices of noncompliance issued by a Federal, State, or local
agency, including the City.
2. The Executive Director of the Planning and Building Agency, or
designee, in conjunction with other City Departments and Agencies,
may establish, and periodically update, a list or data resource that
identifies categories of nonconforming noxious uses or structures with
specific metrics and operational characteristics, to develop a ranking
system for use in the consideration of eliminating nonconforming
noxious uses or structures through amortization.
3. The determination of an appropriate amortization period for termination
of a nonconforming noxious use pursuant to this Article shall be made
by a Hearing Officer retained by the City and who has professional legal
and land use experience to address amortization. The Hearing Officer
shall order nonconforming noxious uses and structures to be
discontinued and removed from their sites within a period determined
pursuant to the process set forth in Subsection b (Establishment of
Amortization Periods), and consider the following:
A. If the nonconforming noxious user has not made a substantial
investment in furtherance of the use or structure, or if the investment
can be substantially utilized or recovered through a currently
permitted use, the order may require a nonconforming noxious use
or structure to be discontinued and removed from their site within a
minimum of one year after the date of the order.
B. If the nonconforming noxious user has made a substantial
investment in furtherance of the use or structure, or if the investment
cannot be substantially utilized or recovered through a currently
permitted use, the order may require the discontinuation and removal
of the nonconforming noxious use or structure within a longer
reasonable amount of time.
C.Nonconforming Noxious uses or structures that are determined to be
an imminent threat to the public health or safety may be subject to
immediate cessation and removal, pursuant to Chapter 1 (General
Provisions) of the SAMC.
4.Nonconforming Noxious uses and structures may also, upon order from
the City or a court order, be subject to immediate cessation and removal
of the nonconforming use or structure.
b. Establishment of Amortization Periods. Where a period during which a
nonconforming noxious use or structure is to be discontinued and removed
from a site or sites is required pursuant to this Article, such period shall be
established as follows:
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1. The Executive Director of the Planning and Building Agency, or
designee, shall submit the nonconforming noxious use or structure and
a recommended amortization period, based on subsection 4. herein, to
a Hearing Officer pursuant to Chapter 3 of the SAMC for review;
2. The Hearing Officer shall hold a noticed hearing to consider the
recommended amortization period. Notice of the hearing shall be
provided to the owner or operator of the nonconforming noxious use or
structure and the property owner at least ten (10) days prior to the
hearing. Additional notice may also be provided to surrounding property
owners and/or tenants, at the discretion of the Executive Director of the
Planning and Building Agency, or designee.
3. The Hearing Officer shall consider the recommendations submitted by
the Executive Director of the Planning and Building Agency, the General
Plan of the City, and any testimony or evidence provided during the
hearing, in order to determine the amortization schedule for elimination
of the nonconforming noxious use or structure.
4. The Hearing Officer shall establish a maximum amortization period
during which the nonconforming noxious use or structure shall be
permitted to continue after considering the following in relation to the use
or structure:
A. The amount of investment or original cost of the use or structure;
B. The present actual or depreciated value of the use or structure;
C. The remaining useful life of the use or structure;
D. The remaining term of the lease (if applicable);
E. The date or dates of construction;
F. Amortization of the business or structure for tax purposes;
G. The salvage value;
H. Adaptability of the land and improvements to a currently permitted
use;
I. Cost of moving and reestablishing the use elsewhere;
J. Compatibility with the existing land use patterns and densities of the
surrounding neighborhood;
K. The threat to the public health, safety, and welfare posed by the
continuance of the nonconforming noxious use or structure;
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L. Calls for service to applicable response agencies;
M. Notices of violation, administrative warnings, or other notices of
noncompliance arising from or related to the nonconforming noxious
use issued by a Federal, State, or local agency, including the City;
and
N. Other factors as appropriate.
c. Hearing Officer Determination and Compliance. The determination of the
Hearing Officer shall be made in writing and shall be final.
1. Notice of Amortization and Termination of Use. The Executive Director
of the Planning and Building Agency, or designee, shall give notice by
certified mail of the date upon which an amortization period will end to
each owner of record whose property, or use of property, is not in
conformance with the regulations of this Article, in those instances
where an amortization period has been determined pursuant to this
Article. Such notice shall be sent within ten (10) days of the
determination of the Hearing Officer. If the amortization period ends
before or less than six (6) months after providing such notice, the notice
shall be given that the amortization period in each instance shall be not
less than six (6) months from the date the notice is sent. The notice shall
set forth all pertinent provisions of this Article, including the declared
purposes thereof and the approved amortization term. Failure to send
notice by mail to any such owner where the address of such owner is
not a matter of public record shall not invalidate any proceedings under
this Article. The Executive Director of the Planning and Building
Agency, or designee, shall be authorized record a Notice of Amortization
Term & Termination of Use with the County Recorder, as provided for in
California Government Code Section 27201(a).
2. Notice of Termination and Order to Comply and Conclusion of
Amortization Period. Notice of Termination of a nonconforming noxious
use and order to comply shall be served by the Executive Director of the
Planning and Building Agency, or designee, at the end of the
amortization period upon the owner of record whose property contains
such nonconforming noxious use. In those instances, where the
Executive Director of the Planning and Building Agency, or designee, is
unable with reasonable effort to serve such notice to the property owner,
such notice and order shall be served within thirty (30) days of the end
of the amortization period by delivering same to an occupant of the
structure containing the nonconforming noxious use.
3. Request for a Continuance of Nonconformities a Noxious Use Beyond
Period of Amortization Period. A request for a continuance of
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nonconformities a noxious use beyond the period of amortization may
be granted as follows:
A. Grounds for Continuance. A nonconforming noxious use or structure
may be maintained for a reasonable time beyond its period of
amortization as specified in this Article if the Executive Director of the
Planning and Building Agency, or designee, makes the following
determinations:
i. Special Circumstances. That special circumstances apply to any
such use or structure that do not apply generally to others
affected hereby; and
ii. Compatibility with Public Welfare. That such a continuance for a
prescribed period of additional time is in the public interest and
will be reasonably compatible with, and not detrimental to, the
use of adjacent properties.
B. Application Process for Continuance. Any application for a
continuance of a nonconforming noxious use or structure must be
filed with the Planning Division no later than thirty (30) days following
the service of a Notice of Termination and Order to comply, or within
thirty (30) days following the continued termination date. An
application for a continuance may be filed by the owner of the
property, a person with a power of attorney from the owner of the
property, or a lessee, if the terms of the lease permit the existing use.
Fees shall be required in accordance with this Code.
C. Determination by Executive Director of the Planning and Building
Agency, or designee. Upon filing of a complete application, the
Executive Director of the Planning and Building Agency, or designee,
shall investigate the matter, give proper notice to the applicant, hold
an administrative hearing and make a decision thereon based on the
criteria set out in this Section and supported by written findings of
fact within seventy-five (75) days from the date the application is
filed, or within such extended period of time as may be mutually
agreed upon by the applicant and the Executive Director of the
Planning and Building Agency, or designee. The Executive Director
of the Planning and Building Agency, or designee, may impose such
conditions, including additional time extensions not to exceed two (2)
additional years, as may be deemed necessary for the compatibility
of such nonconformity a noxious use with adjacent properties.
D. Appeals. Appeals shall be filed in accordance with Chapter 3 of the
Santa Ana Municipal Code.
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4. Failure to Comply with Hearing Officer’s Determination. Failure to
comply with the Hearing Officer’s determination to discontinue a
nonconforming noxious use or structure shall constitute a violation of
this Chapter and is subject to fines and enforcement provisions of Sec.
1-8 of the SAMC.
5. Failure to Terminate Use at Conclusion of Amortization Period. The
failure to terminate a nonconforming noxious use at the conclusion of an
approved amortization period shall be deemed a public nuisance in
accordance with California Government Code, Section 38771. The City
is hereby authorized to abate the nuisance in accordance with Chapter
17 of this Code or may pursue any alternative remedy to abate the use
authorized by this Code or State law.
d. Additional Administrative Policies and Procedures. The Executive Director
of the Planning and Building Agency, or designee, may enact and shall
publish any additional administrative policies and procedures to effectuate
the purposes of this Chapter, including, but not limited to, administrative
policies and procedures to govern the selection of a neutral hearing officer
and the conduct of hearings for the Establishment of Amortization Periods
in order to implement the provisions of this Article.
(9)Abatement. The provisions of this Section are in addition to authority existing
under State law to declare and abate a public nuisance pursuant to California
law and other applicable provisions of the SAMC. In the event that a legal
nonconforming structure or use is found to constitute a public nuisance,
appropriate and alternative action may be taken by the City pursuant to Chapter
1 (General Provisions) of the SAMC and Article VIII (Enforcement) of this
Chapter).
(10)Exception. The provisions of this section shall not apply to multifamily dwellings
damaged or destroyed by fire in accordance with Government Code Section
65852.2.
(11)Voluntary Compliance Agreement. The Executive Director of the Planning and
Building Agency, or designee, is hereby authorized to enter into a Voluntary
Compliance Agreement with a business owner or property owner in order to
establish terms for compliance with the provisions of this Article.”
Section 6. Section 41-2004 (The Industrial Overlay (I-OZ) Zone) of Chapter 41
of the SAMC is hereby amended to read as follows:
“Sec. 41-2004 Reserved.”
Section 7. Section 41-2005 (Application for Discretionary Approvals) of Chapter
41 of the Santa Ana Municipal Code is hereby amended to read as follows:
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“Sec. 41-2005. Application for Discretionary Approvals
(a) Site Plan Review shall mean specific development plan and shall comply with
Sections 41-593.4 through 41-593.6. Sections 41-593.4 through 41-593.6 shall
only apply to structures over four (4) stories in height.
(b) Conditional use permits, variances and minor exceptions. Conditional use permits,
variances and minor exceptions shall be subject to Article V of this Chapter, except
for the permit thresholds for minor exceptions shall be as identified in Table 1B of
this Article.
(c) Effect of amendments to this Article on applications in progress shall apply as
follows:
(1)Discretionary Applications Submitted and Determined Complete. All
discretionary permit applications that are active and that have been determined
to be complete before the effective date of the Article or any amendment, shall
be processed in compliance with the requirements in effect when the
application was deemed complete, and pursuant to all requirements of Sections
41-2008 and 41-2009.
(2)Approved Projects Not Yet Under Construction. Any structure authorized by a
discretionary permit or approval of a land use as allowed by this Article for
which a Building Permit application has been submitted or a Building Permit
has been issued may be constructed in compliance with the permit or approval,
as long as construction is completed and the approved land use is established
before the expiration of the permit or, where applicable, before the expiration
of any approved time extension.
(3)Project Under Construction. A project for which a Building Permit has been
issued may be continued and completed in compliance with the plans and
specifications upon which the permit was issued.”
Section 8. Section 41-2006 (Zones Established) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended, including the replacement of Figure 2.1, to read as
follows:
“Sec. 41-2006. Zones Established
(a) Purpose. This section establishes the zones applied to property within the plan
area by the Regulating Plan. The Regulating Plan divides the plan area into
separate zones that are based on a transect of intensity within the plan area that
ranges from the most urban types of development and land use to the least urban
types, with most zones providing for a significant mixture of land uses within them.
This approach differs from conventional zoning maps that typically divide cities into
zones that rigidly segregate residential, commercial, industrial, and institutional
uses into separate areas, and thereby require residents to drive for nearly all daily
activities. The use of zones based on development intensity (instead of land use
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zones) as the spatial basis for regulating development, directly reflects the
functions of, and interrelationships between, each part of the plan area. The zones
also effectively implement the City’s urban design objectives for each part of the
plan area, to establish and maintain attractive distinctions between each zone. This
is why some parcels are zoned with more than one zone. In such cases, the zoning
is divided along a clear boundary such as the middle of a block.
The zones of this Regulating Plan allocate architectural types, frontage types, and
land uses within the plan area, as well as providing detailed standards for building
placement, height and profile. Figure 2.1 identifies the eight (8) zones applied
within the plan area as they relate to existing rights-of-way and parcels.
(b) Zones established. The following zones are applicable to this specific plan, and
applied to property within the boundary as shown on the Regulating Plan.
(1)Transit Village (TV) Zone.
The Transit Village zone is intended to provide standards for compact transit-
supportive mixed-use/residential development. This zone is characterized by a
wide range of building intensity, including mixed-use tower-on-podium
buildings, flex blocks, liners, stacked flats, and courtyard housing. The zone
accommodates retail, restaurant, entertainment, and other pedestrian-oriented
uses at street level, with offices and flats above in the mixed-use building types,
at high intensities and densities. The landscape palette is urban, with shading
and accent street trees in parkway strips along Santa Ana Boulevard, and in
sidewalk tree wells where on-street parking is provided. Parking is
accommodated on-street, in structures with liner buildings, and underground.
(2)Government Center (GC) Zone.
This area accommodates a wide variety of civic uses, including Federal, State,
and local government offices and services, libraries, museums, community
centers, and other civic assembly facilities and is identified, but not regulated,
by this Article. Refer to City requirements as identified in SAMC Chapter 41.
Building types vary according to their public purpose, are programmed by the
various government agencies for their specific sites, and therefore are not
coded by this Article. The landscape style is urban, emphasizing shading street
trees in sidewalk tree wells, and in landscaped public plazas.
(3)Downtown (DT) Zone.
This zone is applied to the historical shopping district of Santa Ana, a vital,
pedestrian-oriented area that is defined by multi-story urban building types (flex
blocks, live-work, stacked dwellings, and courtyard housing in the Downtown
edges) accommodating a mixture of retail, office, light service, and residential
uses. The standards of this zone are intended to reinforce the form and
character represented by pre-World War II buildings and recognized as a
National Historic District, through restoration, rehabilitation, and context-
sensitive infill. The standards also facilitate the replacement or improvement of
post-war development that eliminated the pedestrian orientation of various
downtown blocks (for example, parking structures with no features of
pedestrian interest along their entire lengths). The landscape style is urban,
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emphasizing shading and accent street trees in sidewalk tree wells. Parking is
accommodated on-street and may also be in structures with liner buildings,
underground, and within block centers in surface lots not visible from streets.
(4)Urban Center (UC) Zone.
This zone is applied to the area surrounding the Downtown, which serves as a
transitional area to the surrounding lower intensity neighborhoods and to other
areas where mixed-use and multi-unit residential buildings create a pedestrian-
oriented urban fabric. The zone provides for a variety of non-residential uses
and a mix of housing types at medium intensities and densities. Besides
accommodating community serving businesses, this zone may also serve the
daily convenience shopping and service needs of nearby residents. Building
types include mixed-use Flex Blocks, stacked flats, live-work, row- houses, and
courtyard housing. The landscape is urban, emphasizing shading street trees
in sidewalk tree wells. Parking is accommodated on-street and may also be in
structures with liner buildings and underground in areas adjacent to the DT
zone, and in surface lots away from street frontages.
(5)Corridor (CDR) Zone.
This zone is applied to properties fronting existing commercial corridors and
provides standards to improve pedestrian-orientation in a transit-supportive,
mixed-use area. Mixed-use flex block and live-work building types are at or
near the sidewalk, and accommodate street level retail, service, and office
uses, with office and residential above. The landscape style is urban,
emphasizing shading street trees in sidewalk tree wells. Parking is
accommodated on-street, and in screened surface lots between buildings, or
away from streets, with no more than half the site frontage occupied by parking.
(6)Urban Neighborhood 2 (UN-2) Zone.
This zone is applied to primarily residential areas intended to accommodate a
variety of housing types, with some opportunities for live-work, neighborhood-
serving retail, and cafes. Appropriate building types include single dwellings,
duplexes, triplexes and quadplexes, courtyard housing, rowhouses, and live-
work. In some areas, the more intense, hybrid court building type is allowed
where additional intensity is warranted while maintaining compatibility with
neighboring properties (see Regulating Plan). The landscape is appropriate to
a neighborhood, with shading street trees in parkway strips, and shallow- depth
landscaped front yards separating buildings from sidewalks. Parking is on-
street, and in garages located away from street frontages.
(7)Urban Neighborhood 1 (UN-1) Zone.
This zone is applied to existing primarily residential areas and is intended to
strengthen and stabilize the low intensity nature of these neighborhoods.
Appropriate building types include single dwellings, duplexes, triplexes, and
quadplexes, and live-work. The landscape is appropriate to a neighborhood,
with shading street trees in parkway strips and landscaped front yards
separating buildings from sidewalks. Parking is on-street, and in garages
located away from street frontages.
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(8)Open Space (O) Zone.
This zone identifies areas reserved for community parks and other open spaces
and is identified, but not regulated, by this Article. Refer to City requirements
as identified in SAMC Chapter 41. Allowable structures in this zone are limited
to those necessary to support the specific purposes of the particular open
space area (e.g., sport-court enclosures and multi-purpose buildings in active
parks, and trails within passive parks).”
Figure 2.1 Regulating Plan with Existing R.O.W.
Section 9. Section 41-2007 (Uses Permitted) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2007. Uses Permitted.
(a) Allowable Land Use Types. A parcel or building within the SD-84 area shall be
occupied by only the land uses allowed by the table entitled Use Standards
(hereinafter Use Standards Table) within the zone applied to the site by the
Regulating Plan.
(b) No building shall be erected, constructed, reconstructed or structurally altered
except in conformance with the provisions contained herein; nor shall any building
or land be used for any purpose other than that which is permitted in the district or
modified district in which such building or land is located. All uses, as defined in
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this Article, not expressly permitted in any district enumerated in Table 2A, are
prohibited.
(c) Garage sales are allowed in compliance with Section 41-193.
(d) Temporary outdoor activities are allowed in compliance with Section 41-195.5.
(e) Youth amusement rides are permitted in compliance with Section 41-366 for C1
districts.
(f) Drive-through facilities shall not be permitted.
(g) The conversion of existing structures containing residential land uses to non-
residential land uses is prohibited in the UN-1 and UN-2 zones.
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RESIDENTIAL
Live-Work Use / Joint living-working quarters P (2)P (2)P (2)P (2)CUP CUP
Care Homes CUP CUP CUP CUP CUP CUP
Single Dwelling ------------P P
Multi-Family Dwellings P (1)P (1)P (1)P (1)P P
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RECREATION, EDUCATION AND ASSEMBLY
Community assembly P (1)P (1)P (1)P CUP CUP
Health/fitness facility P P P P CUP ---
Library, museum P P P P P CUP
Schools P (1)P (1)P (1)P CUP CUP
Studio P P P P CUP CUP
Trade School P (1)P (1)P (1)P (1)CUP ---
Theater, cinema or performing arts P P P P CUP ---
Commercial Recreation (Indoor) up to 5,000
square feet maximum floor area per tenant
P P P ---P ---
Commercial Recreation (Indoor) > 5,000
square feet floor area per tenant
CUP CUP CUP ---CUP ---
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Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RETAIL
General retail, except with any of the following
features
P P P P P (2)---
•Floor area over 20,000 per tenant CUP CUP P ---CUP ---
Artisan/craft product – limited on-site
production
CUP CUP CUP ---CUP ---
Eating establishments P P P P P (2)---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
SERVICE GENERAL
Banquet facility/catering-sub. to 41.199.1(a)
through (d)
CUP CUP CUP CUP
(1)
CUP ---
Day care center P (3)P (3)P P CUP CUP
Adult day care center-subject to 41.199.2 of the
SAMC
P (3)P (3)P P P ---
Hotel, excludes transient residential hotel and
long-term stay
P P P P ------
Personal services P P P P P (2)P (2)
Personal services - restricted ------CUP CUP CUP ---
Pet day care facility CUP CUP CUP CUP CUP ---
Tattoo/Body Art Establishments - subject to
41.199.3 of the SAMC
P P P P ------
Craft and specialized automotive restoration
service
---P P P CUP ---
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Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
BUSINESS-FINANCIAL-PROFESSIONAL-TECHNOLOGY
Bank, financial services P P P P ------
Business support service P P P P P (2)P (2)
Clinic, urgent care ------CUP P ------
Doctor, dentist, chiropractor, etc., office P (1)P (1)P (1)P ------
Laboratory – medical – analytical ---P (1)P (1)P CUP ---
Media production – office or storefront type (no
soundstage)
P P P (1)---P ---
Professional / administrative/service office P (1)P (1)P (1)P P (2)P (2)
Research and development P (3)---P (3)---CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
TRANSPORTATION, COMMUNICATION, INFRASTRUCTURE
Helistops CUP CUP ------------
Parking facility - public or commercial, inclusive
of ancillary recharging spaces for electric
vehicles
P P P P ------
Transit station or terminal CUP ------CUP ------
Public utility structure, excluding wireless
communication facilities
------------CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
MISCELLANEOUS
Any structure over four (4) stories in height SPR SPR SPR SPR SPR ---
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Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
Businesses operating between 12 and 7 am CUP CUP CUP CUP CUP CUP
Alcoholic beverage sales or consumption CUP CUP CUP CUP CUP ---
Expansion of existing, legally established self-
storage facility
------------CUP ---
Drive-thru facility ------------------
Section 10. Section 41-2008 (Operational Standards) of Chapter 41 of the Santa
Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2008. Operational Standards for Permitted Uses. Section 41-2008 outlines the
general operational standards applicable to all permitted or conditionally permitted
nonresidential uses listed in Table 2A-Use Standards of Section 41-2007 (Uses
Permitted).
(a) All property shall be maintained in a safe, sanitary and attractive condition
including, but not limited to, structures, landscaping, parking areas, walkways, and
trash enclosures.
(b) All business activities shall be conducted and located within an enclosed building,
except as allowed by Section 41-195 of the SAMC and except that the following
business activities may be conducted outside of an enclosed building:
(1) Newsstands
(2) Flower Stands
(c) There shall be no manufacturing, processing, compounding, assembling or
treatment of any material or product.
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(d) There shall be no work inside of a structure that generates noise that exceeds 60
dB CNEL measured at the exterior wall of the individual tenant unit of a structure.
(e) Storage of goods and supplies shall be limited to those sold at retail on the
premises or utilized in the course of business.
(f) Public utility structures, including electric distribution and transmission substations
shall be screened by a solid wall at least eight (8) feet high, except as restricted by
Sections 36-45, 36-46, and 36-47.
(g) Any activity permitted shall be conducted in such a manner as not to have a
detrimental effect on permitted adjacent uses by reason of refuse matter, noise,
light, or vibration.
(h) Artisan/craft product - limited on site production and research and development
land uses shall require a solid wall or fence not less than eight (8) feet in height
along any rear or side lot line.
(i) All business activities, including, but not limited to, compounding, processing,
packaging or assembly of articles of merchandise and treatment of products shall
be conducted within a completely enclosed building. No ancillary vehicle
maintenance or repair shall be allowed on site.
(j) Loading areas shall not be visible from streets. Loading areas not facing a street
shall be setback at least thirty-five (35) feet from the property line.
(k) No business activity that generates noise or vibration shall be conducted
between 8:00 p.m. and 7:00 a.m. Monday through Friday and 8:00 p.m. and
10:00 a.m. Saturday and Sunday.
(l) Automobile servicing uses including nonconforming establishments, shall comply
with the following operational standards:
(1)No automobile servicing shall be conducted before 7:00 a.m. or after 8:00 p.m.
Monday through Friday and before 10:00 a.m. or after 8:00 p.m. Saturday and
Sunday.
(2)All work shall be conducted inside an enclosed structure.
(3)Outdoor or overnight vehicle storage is not permitted.”
Section 11. Section 41-2009 (Operational Standards for Nonconforming
Industrial Uses) of Chapter 41 of the Santa Ana Municipal Code is hereby added in its
entirety to read as follows:
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“Sec. 41-2009 Operational Standards for Nonconforming Industrial Uses.
(m) (a) In addition to the operational standards listed above in Sec. 41-2008, with the
exception of subsection (c) of Sec. 41-2008, the following shall apply to
nonconforming industrial uses:
(1)The purpose of these operational standards is to protect and improve the living
and working environment, the appearance of the community, reduce or
eliminate nuisance conditions, and minimize the impacts of industrial uses on
adjacent properties.
(2)These standards are in addition to the operational standards established in
Sec. 41-2008, except as noted above, and shall apply to all nonconforming
industrial uses, including those existing industrial uses that become
nonconforming at the effective date of any implementing ordinance.
(3)Land or buildings shall not be used or occupied in a manner creating any
dangerous, injurious, or noxious fire, explosive or other hazard that would
adversely affect the surrounding area.
(4)If any nonconforming use that operates in an unlawful manner, including but
not limited to: frequent code violations, police calls, or loitering complaints
relating to the nonconforming use; or is not in good standing with the City,
including, but not limited to violations of Chapter 16 of the Santa Ana Municipal
Code or public nuisances as defined and addressed by Chapter 17 of the Santa
Ana Municipal Code,; or lapses in Business License renewal, will lose its
nonconforming status, enabling the City to take corrective action as it deems
appropriate, including initiating a hearing to consider business license
revocation and/or terminating utility services or connections. For the purposes
of this section, “frequent” is defined as more than one (1) violation, call, or
complaint per month during any twelve (12) month period, and “constant
service calls” is defined as more than one (1) service call per month relating to
or arising from the nonconforming use during any twelve (12) month period.
(5) (b) Enclosed Operations.
a. (1) All business activities, including, but not limited to,
compounding, processing, packaging, or assembly of articles of
merchandise and treatment of products shall be conducted within
a completely enclosed building.
b. (2) No automobile service or repair of any kind shall be allowed
outdoors on site.
(6) (c) Air Emissions and Dust
a. (1) No land use shall generate or cause any visible dust, gases,
or smoke to be emitted into the atmosphere.
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b. (2) Uses, activities, and processes shall not operate in a manner
that emit dust, fumes, odors, smoke, or particulate matter, unless
authorized under Federal, State, or local law. Sources of air
emissions shall comply with all rules established by the
Environmental Protection Agency (Code of Federal Regulations,
Title 40), the California Air Resources Board, and the South Coast
Air Quality Management District.
(7) (d) Light, Glare, and Heat
a. (1) No direct or indirect glare or heat, whether from floodlights or
from high-temperature processes (including combustion or
welding or otherwise) shall be visible or felt at the property line.
b. (2) To ensure that industrial development does not create light and
glare nuisances, the following performance standards shall be
observed:
1. a. Lighting must be shielded, boxed, or directed at a
downward angle so as to minimize the generation of
light and glare and to ensure that there is no spillover
of light and glare that will impact drivers or pedestrians
on the public streets, on-site activities, and adjoining or
nearby properties.
2. b.No activity shall be permitted which causes
excessive light and glare to be transmitted or reflected
to surrounding properties at a level resulting in
detrimental impacts to adjacent properties as
determined by the Executive Director of the Planning
and Building Agency, or designee.
c. (3) Light sources shall generally not be permitted in landscaped,
buffer, or setback areas except for those illuminating pedestrian
walkways. Lighting used to illuminate parking areas shall be
designed, located, and installed to be shielded and down-lit and to
reflect away from any nearby residential areas. Lighting for
advertising signs shall not create glare or light which extends to
surrounding properties.
d. (4) No use shall be operated such that significant, direct glare,
incidental to the operation of the use, is visible beyond the
boundaries of the lot where the use is located.
(8) (e) Ground Vibration
a. (1) No use shall generate ground vibration perceptible without
instruments at any point along the property line of the site except
for motor vehicle operations.
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b. (2) No vibration shall be produced that is transmitted through the
ground and is discernible without the aid of instruments by a
reasonable person at the property lines of the site. Vibrations from
temporary construction, demolition, and vehicles that enter and
leave the subject parcel are exempt from this standard.
(9) (f) Materials or Waste Storage
a. (1) No material or waste shall be deposited upon a subject parcel
in such form or manner that it may be transferred off the parcel by
natural causes or forces.
b. (2) All materials or wastes which might cause fumes or dust, or
which constitute a fire hazard, or which may be edible by or
otherwise be attractive to rodents or insects shall be stored
outdoors only in closed containers.
(10) (g) Hazardous Materials
a. (1) Land or buildings shall not be used or occupied in any manner
so as to create any fire, explosive or other hazard. All activities
involving the use or storage of combustible, explosive, caustic, or
otherwise hazardous materials shall comply with all applicable
local, State, and Federal safety standards and shall be provided
with adequate safety devices against the hazard of fire and
explosion, and adequate firefighting and fire suppression
equipment in compliance with City of Santa Ana regulations. The
burning of waste materials in open fires without written approval
of the Fire Department is prohibited.
b. (2) No activities shall be permitted which emit dangerous
radioactivity at any point nor shall electrical disturbances which
adversely affect the operation of any equipment, other than that of
the creator of such disturbances, be allowed.
c. (3) No use, activity or process shall cause electromagnetic
interference with normal radio and television reception, or with the
function of other electronic equipment beyond the property line of
the site in which it is situated. All uses, activities and processes
shall comply with applicable Federal Communications
Commission regulations.
(11) (h) Liquid and Solid Waste
a. (1) Liquid or solid wastes discharged from the premises shall be
properly treated prior to discharge so as not to contaminate or
pollute any watercourse or groundwater supply or interfere with
bacterial processes in sewage treatment.
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b. (2) The disposal or dumping of solid wastes, such as slag, paper
and fiber wastes, or other industrial wastes, is prohibited.
c. (3) Wastes shall be handled and stored so as to prevent
nuisances, health, safety, and fire hazards, and to facilitate
recycling subject to the review and oversight of the Fire
Department. Closed containers shall be provided and used for the
storage of any materials which by their nature are combustible,
volatile, dust, or odor producing or edible or attractive to rodents,
vermin, or insects.
(12) (i) Site Maintenance. All industrial land uses shall be maintained in compliance
with Chapter 16 of the Santa Ana Municipal Code and not constitute public
nuisances as defined and addressed by Chapter 17 of the Santa Ana Municipal
Code at all times and consistent with project conditions of approval (if applicable).
(13) (j) Truck Parking and Loading
a. (1) All truck parking areas must be on paved surfaces. The parking,
loading or unloading of trucks associated with a business on public
streets is prohibited.
b. (2) Trucks idling is prohibited.
c. (3) All truck parking and loading areas shall be maintained in good
condition as determined by the City. Annual inspections may be
conducted by the City to ensure compliance. Any violation or failure
to comply with any of the requirements of this Chapter shall be
deemed a nuisance.
Section 1112. Section 41-2080 (Definitions) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2080 - Definitions
(a) The words and phrases, shall be construed as defined in this Article, unless from
the context a different meaning is intended or unless a different meaning is
specifically defined and more particularly directed to the use of such words or
phrases. The words used in the present tense include the future tense, and words
in the singular number include the plural number. If any of the definitions in this
section conflict with definitions in Chapter 41 of the Santa Ana Municipal Code
(SAMC), these definitions shall control for the purposes of this Article. If any term
herein is not defined by this subsection, the definitions contained within Division 2
(Definitions) of Article I of Chapter 41 of the SAMC shall apply.
(1)Access (Direct): The physical pedestrian entrance to a unit that is provided
directly from the street or courtyard. Also described as walk-up access.
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(2)Access (Point): The physical pedestrian entrance to a unit that is provided
through a common space, such as a lobby or corridor that connects directly to
the street or courtyard. Also described as non-walk-up access.
(3)Accessory Structure: An accessory structure or building is a detached building
or structure, or part of a building or structure, which is incidental or subordinate
to the main building, structure or use on the same lot or parcel of land, without
cooking facilities (e.g., storage shed, garage, gazebo), and is used exclusively
by the occupant of the main building.
(4)Alley: An alley is any public or private thoroughfare for the use of pedestrians
or vehicles, not less than ten (10) feet nor more than thirty (30) feet in width,
and is intended for service and only a secondary means of access to abutting
properties.
(5)Arcade: see ‘Frontage Types’
(6)Artisan/craft product - limited on-site production: A specialized commercial
facility with a retail-facing operation open to the public. Products are typically
made by hand or with a restricted level of automation demonstrating an artistic
skill. On-site production of artisan/craft product activities include design,
production, processing, printing, assembly, treatment, testing, repair, and
packaging, as well as any incidental storage. Typical artisan/craft products
include, but are not limited to, electronics, food products, furniture-making,
beverages, leather products, clocks and watches, jewelry, clothing/apparel,
metal work, furniture and fine woodworking, glass, ceramics, paper and paper
products, soaps, perfumes, and lotions, together with ancillary training and/or
educational program activities.
(7)Attic: The area found directly below the roof of a building and the ceiling of the
top floor. The attic shall be an uninhabitable area.
(8)Automobile repair: Automobile repair is the repair of motor vehicles, including
the repair or replacement of engines and transmissions, body and fender
repair, and the installation of non-factory installed products except those
permissible through automobile servicing as defined herein.
(9)Automobile service or automobile servicing: Automobile service or automobile
servicing is the servicing and minor repair of motor vehicles, including the
replacement of belts, hoses, batteries, tires, shock absorbers, oil and air filters,
chassis lubrication, air conditioning servicing, wheel alignments, replacement
of brake pads, and engine tune-ups.
(10)Bank, financial institution: An establishment for the custody, loan, exchange
or issue of money, for the extension of credit, and for facilitating the
transmission of funds. Excludes check cashers as defined by California Civil
Code section 1789.31.
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(11)Basement: That portion of a building between floor and ceiling which is either
totally or partly below grade and in compliance with the definition of basement
established in the California Building Code (CBC).
(12)Block: An area of land within a subdivision which area is entirely bounded by
streets, highways or ways, excepts alley and the exterior boundary of the
subdivision.
(13)Building Height: The vertical extent of a building measured in stories to the
eave of the highest story, not including a basement or an attic. Height limits
do not apply to masts, belfries, clock towers, steeples, equipment screening,
chimney flues, and similar structures. Building height shall be measured from
the average grade of the fronting thoroughfare curb level.
(14)Building Placement: The maximum horizontal envelope available for placing
a building on a lot.
(15)Building Type: A structure defined by the combination of configuration and
placement. The building types used in this Article are listed below:
a. Bungalow Court: A configuration of freestanding single units arranged
around a common, shared courtyard that is wholly open to the street. The
individual buildings are arranged next to each other to form the bungalow
court building type.
b. Courtyard Housing: A building type consisting of residences that can be
arranged in four possible configurations: townhouses, townhouses over
flats, flats, and flats over flats. The structures are arranged next to each
other, on one or more courts that are partly or wholly open to the street.
c. Duplex, Triplex, and Quadplex: Multiple dwelling forms that are
architecturally presented as large single-family houses in their typical
neighborhood setting.
d. Flex Block: A building generally of a single massing element, designed for
occupancy by retail, service, or office uses on the ground floor, with upper
floors also configured for those uses or for residences.
e. House: A structure occupied by a single household that also accommodates
commercial and office uses as allowed.
f. Hybrid Court: A building that combines the point-access portion of the
stacked dwelling building type (double-loaded corridor element) with the
walk-up portion of the courtyard housing building type.
g. Lined Block: A building that conceals a public garage or other faceless
building that is designed for occupancy by retail, service, or office uses on
the ground floor, with upper floors also configured for those uses or for
residences.
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h. Live/Work: An integrated residence and working space, occupied and
utilized by a single household in an arrangement of at least 3 such
structures or 1 multiple structure with a least 3 units arranged side by side
along the primary frontage, that has been designed or structurally modified
to accommodate joint residential occupancy and work activity.
i. Rowhouse: An individual structure on a parcel with a private rear yard and
individual garage accessed from an alley. Such structure shall be developed
in an arrangement of at least 3 such structures along the primary frontage.
Or, a structure of at least 3 attached townhouse unit types arranged side by
side with a private rear yard and individual garage accessed from an alley
along the primary frontage.
j. Stacked Dwellings: A building of single-floor or multi-floor residences of
similar configuration either above or below that are stacked.
k. Tower-on-Podium: A multi-level building organized around a central core
with the first two to five floors expressed as a podium building.
l. Tuck-Under Housing: An individual structure on a parcel with no rear yard,
where its garage is tucked under the rear of the house and accessed from
an alley. Such structure shall be developed with at least four such individual
structures, or a structure of at least four attached townhouse units types
arranged side by side along the primary frontage.
(16)Bungalow Court: See 'Building Types'
(17)Business support service: a commercial establishment that provides services
to other businesses including maintenance, repair and service, testing, rental,
etc. including the following examples:
a. Computer-related services (rental/repair)
b. Copying and quick printing services
c. Film processing and photofinishing (retail)
d. Graphic design services
e. Mailing and mail box services
f. Security systems services
(18)Clinic, Urgent Care: A facility other than a hospital where medical, mental
health, surgical or other personal health services are provided on an outpatient
basis, including incidental medical laboratories. Examples of these uses
include:
a. Medical offices with five or more licensed practitioners or medical
specialties
b. Out-patient care facilities, urgent care facilities.
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c. Counseling services by other than medical doctors or psychiatrists are
included under "Offices - Professional/Administrative."
(19)Community Assembly: Group gatherings conducted indoors such as
synagogues, mosques, temples, churches, community centers, bingo halls,
private clubs, fraternal, philanthropic and charitable organizations and lodges.
(20)Commercial Recreation Facility - Indoor: Establishments providing indoor
amusement and entertainment services for a fee or admission charge,
including:
a. Bowling alleys, tossing or throwing games, indoor sports
b. Coin-operated amusement arcades
c. Electronic game arcades (video games, etc.),
d. Pool, billiards, escape room, mystery games
e. Skating sports (ice, roller, board)
This use does not include adult businesses. Four or more electronic games or coin-
operated amusements in any establishment, or a premises where 50 percent or
more of the floor area is occupied by amusement devices, are considered an
electronic game arcade as described above; three or fewer machines are not
considered a land use separate from the primary use of the site.
Ancillary uses including meeting rooms, snack bars, and equipment rental or sales
are permitted within an indoor recreation facility, provided that the gross floor area
of the ancillary use does not exceed twenty percent (20%). Ancillary uses shall
operate in conjunction with the primary recreation use, and shall maintain the same
or fewer hours of operation.
(21)Commercial Frontage: The non-residential frontage of a building. Non-
residential activities subject to city approval are allowed within this space,
which must be at least 25 feet in depth. These spaces are limited to the first
floor and as such, have different building requirements than upper floors (e.g.,
large storefront windows, signage, etc.).
(22)Courtyard Housing: See 'Building Types'
(23)Craft and specialized automotive restoration service: A specialized business
or commercial enterprise occurring inside of a fully-enclosed structure that
focuses on repairing and restoring older cars, often considered "collector
cars" as defined by the State; which includes (1) a vehicle model 35+ years
old, (2) a vehicle model 25+ years old with historic plates, or (3) a vehicle
model classified as a special interest vehicle. Such restoration services return
these types of vehicles to their original condition, including mechanical
components, paint and bodywork, and interior, aiming to preserve their
historical authenticity and aesthetic appeal.
(24)Doctor, dentist, chiropractor, etc. office: A facility other than a hospital where
medical, dental, mental health, surgical, and/or other personal health care
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ser- vices are provided on an outpatient basis, and that accommodates no
more than four licensed primary practitioners (for example, chiropractors,
medical doctors, psychiatrists, etc., other than nursing staff) within an
individual office suite.
(25)Duplex, Triplex and Quadplex: See 'Building Types'
(26)Dwelling Unit Types:
a. Apartment: A rental version of a Flat, Loft, or Townhouse.
b. Condominium: An ownership version of a Flat, Loft or Townhouse
c. Flat: A single-story unit.
d. Loft: A double-story height unit with a mezzanine.
e. Townhouse: A two to three-story unit.
(27)Elevation (Building): The exterior walls of a building. Also referred to as
'Facade' when the elevation is along a frontage line.
(28)Entrance (Main or Primary): The principal point of access of pedestrians to a
building. In the support of pedestrian activity, the main or primary entrance
should be oriented to the frontage rather than to the parking.
(29)Facade: The exterior wall of a building that is set along a frontage line.
Facades support the public realm and are subject to frontage requirements
additional to those required of elevations.
(30)Flex Block: See 'Building Types'
(31)Forecourt: See ‘Frontage Types’
(32)Frontage Line: Those lot lines that coincide with a public street line. One shall
be designated as the Principal Frontage Line. Facades along Frontage Lines
define the public realm and are therefore more highly regulated than the
elevations that coincide with other lot lines. Frontage lines are subject to the
urban standards, architectural standards, signage standards, and subdivision
standards.
(33)Frontage Type: The architectural element of a building between the public
right- of-way and the private property associated with the building. Frontage
Types combined with the public realm create the perceptible streetscape. The
following frontage types used in this Article are listed below:
a. Arcade: A facade with an attached colonnade, that is covered by upper
stories. This frontage type is ideal for retail use, but only when the
sidewalk is fully absorbed within the arcade so that a pedestrian cannot
bypass it. For Building Code considerations, this frontage type cannot
cover the public right- of-way.
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b. Forecourt: A semi-public exterior space partially within the shopfront,
gallery or arcade frontage that is partially surrounded by a building and
also opening to a thoroughfare forming a court. The court is suitable for
gardens, outdoor dining, vehicular drop-off and utility off-loading.
c. Front yard / Porch: A common frontage type associated with single family
houses, where the facade is set back from the right of way with a front
yard. A porch may also be appended to the facade. A fence or wall at the
property line may be used to define the private space of the yard. The
front yard may also be raised from the sidewalk, creating a small retaining
wall at the property line with entry steps to the yard.
d. Gallery: A colonnade that is attached to storefronts and projects over the
sidewalk.
e. Shopfront: A facade placed at or close to the right-of-way line, with the
entrance at sidewalk grade. This frontage type is conventional for retail
front- age and is commonly equipped with cantilevered shed roof(s) or
awning(s). Recessed storefronts are also acceptable. The absence of a
raised ground floor precludes residential use on the ground floor facing
the street, although such use is appropriate above.
f. Stoop: An elevated entry porch that corresponds directly to the building
entry, with stairs placed close to the frontage line on a building with the
ground story elevated from the sidewalk, securing privacy for the windows
and front rooms. This type is suitable for ground-floor residential uses with
short set- backs. This type may be interspersed with the shopfront
frontage type. A porch or shed roof may also cover the stoop.
(34)Front yard/Porch: See 'Frontage Types'
(35)Gallery: see ‘Frontage Types’
(36)General Retail: Stores and shops selling many lines of merchandise.
Examples of these stores and lines of merchandise include:
a. Art galleries, retail
b. Art supplies, including framing services
c. Bicycles,
d. Books, magazines, and newspapers
e. Cameras and photographic supplies
f. Clothing, shoes, and accessories
g. Department stores
h. Drug stores and pharmacies
i. Dry goods
j. Fabrics and sewing supplies
k. Florists and houseplant stores with indoor sales only
l. Furniture and home décor stores
m. Hardware and building supply stores
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n. Hobby materials
o. Jewelry
p. Luggage and leather goods
q. Musical instruments (small), parts and accessories, large instruments are
under “Furniture, Furnishings, and Appliance Store”
r. Orthopedic supplies
s. Small wares
t. Specialty shops
u. Sporting goods and equipment
v. Stationery
w. Toys and games
x. Variety stores
y. Videos, DVDs, records, CDs, including rental stores
General retail does not include the following:
a. Adult business as defined in section 41-1701.6 of the SAMC, antique or
collectible stores, furniture, furnishings and appliance stores, medical
marijuana dispensaries or second-hand stores.
b. Sheet metal shops, body-fender works, automobile paint shops, repair
garages, and any activity which includes the processing, treatment,
manufacturing, assembling or compounding of any product, other than
that which is clearly and traditionally incidental and essential to a particular
retail activity.
c. Any use which is more specifically identified as a permitted use or as a
use which may be permitted subject to the issuance of a conditional use
permit or land use certificate in one or more use districts pursuant to this
code.
(37)Ground Floor/ Footprint: The area resulting from the application of building
placement and open space requirements and as further articulated by
particular building design. In calculating the area, only the conditioned floor
space shall be counted for purposes of calculating allowable upper floor area,
the area occupied by zaguans shall be counted as "ground floor/footprint."
(38)Ground Floor Residential: Dwellings with their primary entrance and
habitable space at grade.
(39)Health and Fitness: A commercial establishment providing facilities for
aerobic exercises, running and jogging, exercise equipment, game courts,
swimming facilities, and saunas, showers and lockers. Health and fitness
facilities may also provide for instruction programs and classes, such as
martial arts, yoga where lockers and showers are provided.
(40)Hotel (land use): A facility offering lodging accommodations, as defined and
regulated by the SAMC, to the general public and which may include
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additional facilities and services, such as restaurants, meeting rooms,
entertainment, personal services and recreational facilities.
(41)House: See 'Building Types'
(42)House Scale: Multi-family building form that is derivative of and compatible
with surrounding single-family houses and that can be applied in 1 to 4 direct-
access assemblies of units to form larger buildings from duplex up to and
including Courtyard Housing.
(43)Hybrid Court: See 'Building Types'
(44)Laboratory- medical-analytical: A place equipped for experimentation or
observation in a field of study, or devoted to the application of scientific
principles in testing and analysis. Quantities of biological or hazardous
materials used in situ, shall be limited to those quantities established by the
fire department
(45)Lined Block: See 'Building Types'
(46)Live/Work: See 'Building Types'
(47)Lot Width: The frontage of a parcel which is used to identify the parcel for
street address purposes.
(48)Media production: An establishment dedicated to the production of visual
and audio mass media, including television, films, videos, video games,
mobile devices, internet and digital interactive media, but excludes
magazines, newspapers, and periodicals.
(49)Mixed-Use Building: A structure lawfully containing residential and non-
residential uses.
(50)Multi-Family Building: A residential structure lawfully containing two or more
dwelling units.
(51)Net Developable Area: The private area defined by blocks which is not to
remain for public uses such as Plazas, Greens, Squares, Thoroughfares or
Streetscapes.
(52)Nonconforming Industrial Use: A nonconforming use as defined in Section
41-126 of the SAMC that was established on any parcel or within any building
located within the boundaries of SD-84 established by this Article that is listed
in the uses permitted or uses permitted subject to a conditional use permit of
Division 18. M-1 (Light Industrial) or Division 19. M-2 (Heavy Industrial) of this
Chapter but that are no longer permissible through amendment to this Article.
The terms “nonconforming use” and “legal nonconforming use” have the
same meaning in the implementation of this Article.
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(53)Noxious Use: A nonconforming industrial use that is located within one
thousand (1,000) linear feet of a public park, school (K-12) as defined by
Section 11362.768 of the Health and Safety Code, or property used or zoned
for residential purposes whose primary business operations involve any two
(2) or more of the following:
a. Emitting, generating, or discharging of particulate materials; exhausting
emissions; or handling, storing, emitting or discharging regulated
compounds, hazardous materials, chemicals, or substances;
b. Operations that are regulated by and require a permit from a federal, state,
or regional agency;
c. Storing, processing, or disposing of listed or hazardous waste; or
d. Operations that are not contained within a fully enclosed building.
(54)Office: These do not include medical offices (see Clinic, Urgent Care," and
"Doctor, dentist, chiropractor, etc. office.")
a. Service. Establishments providing direct services to consumers.
Examples of these uses include employment agencies, insurance agent
offices, real estate offices, travel agencies, utility company offices, elected
official satellite offices, etc. This use does not include "Bank, Financial
Services," which is separately defined.
b. Administrative. Office-type facilities characterized by high employee
densities, and occupied by businesses engaged in information
processing, and other computer-dependent or telecommunications-based
activities. Examples of these uses include:
1. airline, lodging chain, and rental car company reservation centers, not
including retail travel agencies
2. computer software and hardware design and development
3. consumer credit reporting
4. data processing services
5. health management organization (HMO) offices where no medical
services are provided
6. insurance claim processing
7. mail order and electronic commerce transaction processing
8. telecommunications facility design and management
9. telemarketing
c. Professional. Office-type facilities occupied by businesses that provide
professional services, or are engaged in the production of intellectual
property. Examples of these uses include:
1. accounting, auditing and bookkeeping services
2. advertising agencies
3. attorneys
4. business associations, chambers of commerce
5. commercial art and design services
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6. construction contractors (office facilities only)
7. counseling services
8. court reporting services
9. detective agencies and similar services
10. design services including architecture, engineering, landscape
architecture, urban planning
11. educational, scientific and research organizations
12. financial management and investment counseling
13. literary and talent agencies
14. management and public relations services
15. media postproduction services
16. news services
17. photographers and photography studios
18. political campaign headquarters
19. psychologists
20. secretarial, stenographic, word processing, and temporary clerical
employee services
21. security and commodity brokers
22. writers and artists offices
(55)Paseo: a public place or path designed for walking; promenade.
(56)Pedestrian First: The practice of addressing the needs of people, once out
of their automobiles, through a series of interdependent urban design and
streetscape principles (e.g., wide sidewalks, street trees and shade, on-street
parking, outdoor dining, inviting storefronts, the feeling of being in an ‘outdoor
room’, short cross- walk distances, interconnected and short blocks).
(57)Pedestrian Shed: An area defined by the average distance that may be
traversed at an easy pace from its edge to its center in approximately 5
minutes. This distance is used to determine the size of a neighborhood. This
dimension averages one quarter of a mile or approximately 1,400 feet for
generally flat terrain.
(58)Personal Services: Establishments providing non-medical services to
individuals as a primary use. Examples of these uses include:
a. barber, nail salons and beauty shops
b. clothing rental
c. dry cleaning pick-up stores with limited equipment
d. home electronics and small appliance repair
e. locksmiths
f. pet grooming with no boarding
g. shoe repair shops
h. tailors
These uses may also include accessory retail sales of products related to the
services provided.
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(59)Personal Services - Restricted: Personal services that may tend to have a
blighting and/or deteriorating effect upon surrounding areas and which may
need to be dispersed to minimize their adverse impacts. Examples of these
uses include:
a. laundromats (self-service laundries). Laundromats shall comply with the
development and performance standards set forth in Section 41-199.
b. massage establishments (licensed, therapeutic) as defined on Section 41-
1751 of the SAMC. Massage establishments shall comply with Article
XVII.I of Chapter 41 of the SAMC.
c. Pawnshops.
(60)Pet day care facility: Establishment offering daily, without overnight, care to
a customer’s personal canine or feline pets. Grooming and educational
training may be allowed as an ancillary use within the establishment. Does
not include veterinary care or treatment, hospitalizations, or long-term
boarding of pets.
(61)Planter: The layer of the streetscape which accommodates street trees.
Planters may be continuous or individual according to the Thoroughfare and
location within the neighborhood.
(62)Podium: A continuous raised platform supporting a building, or a large block
of two or three stories beneath a multi-layer block of a smaller area.
(63)Porch: see ‘Frontage Types’
(64)Primary Use: A primary use is the principal and dominant activity that the
business is devoted to, distinguishing it from a secondary or ancillary use as
defined in Section 41-13.5 of the SAMC.
(65)Private Frontage: The privately held layer between the frontage line and the
principal building facade. The structures and landscaping within are held to
specific standards. The variables of Private Frontage are the depth of the
setback and the combination of architectural elements such as fences,
stoops, porches and galleries. These elements influence social behavior in
the public realm. The Frontage layer may overlap the public streetscape in
the case of awnings, Galleries and Arcades.
(66)Research and Development: A facility where creative work is undertaken
on a systematic basis in order to increase the stock of knowledge generally
in the fields of medicine, scientific instruments, safety- critical mechanism or
high technology. These facilities may include pilot plant operations as an
ancillary use, which shall not exceed 25 percent of the floor area. A facility
providing full scale production shall be deemed a manufacturing use and shall
be prohibited.
(67)Rowhouse: See 'Building Types'
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(68)Setback: The area of a lot measured from a lot line to a building facade or
elevation that must be maintained clear of permanent structures excepting
galleries, fences, garden walls, arcades, porches, stoops, balconies, bay
windows, and terraces which are permitted to encroach into the setback
subject to the standards established in Division 3 of this Article.
(69)Shared Parking (Park-Once Policy): An accounting for parking spaces that
are avail- able to more than one function. The requirement is based on a
range of parking- demand found in mature, mixed-use centers. The Shared
Parking ratio varies according to multiple functions in close proximity unlikely
to require the spaces at the same time. This approach to parking uses the
following types of parking in combination to achieve a balanced and
distributed supply of parking: off-street (surface lots and garages), on-street
(parallel and diagonal).
(70)Shopfront: see ‘Frontage Types’
(71)Stacked Dwellings: See 'Building Types'
(72)Stoop: see ‘Frontage Types’
(73)Story: A habitable level within a building from finished floor to finished
ceiling: Attics and basements, as defined by the California Building Code
(CBC) are not considered a story for the purposes of determining building
height and are subject to the applicable requirements of this code and the
CBC, except for when the finished floor level directly above a basement or
cellar is more than six feet above grade, such basement or cellar shall be
considered a story
(74)Streetscape: The urban element that provides the major part of the public
realm as well as paved lanes for vehicles. A streetscape is endowed with two
attributes: capacity and context. Capacity is the number of vehicles that can
move safely through a segment within a given time period. It is physically
manifested by the number of lanes and their width, and by the curb radius.
(75)Studio: A workplace of one or more individuals who are engaged in the
production of art, such as fine and fiber arts, lithography, calligraphy,
photography, music, dance and the performing arts. Galleries, not to exceed
50 percent of the floor area, are permitted as an ancillary use. Any regulated
use, as defined on Sec 41-191 of the SAMC is not allowed. Uses meeting the
definition of artisan/craft product manufacturing shall be deemed an
artisan/craft product manufacturing use.
(76)Tandem Parking Stall: Two or more parking spaces arranged one behind
the other.
(77)Thoroughfare: A vehicular way incorporating moving lanes and parking
lanes (except alleys/lanes which have no parking lanes) within a right-of-way.
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(78)Tower-on-Podium: See 'Building Types'
(79)Trade school: A school consisting of vocational educational programs for
students to be trained in the fields related to healthcare, technology, legal
services, and professional trades.
(80)Traffic-Calming: A set of techniques which serves to reduce the speed of
traffic. Such strategies include lane-narrowing, on-street parking, chicanes,
yield points, sidewalk bulge-outs, speed bumps, surface variations, mid-block
deflections, and visual clues. Traffic calming is a retrofit technique
unnecessary when thoroughfares are correctly designed for the appropriate
speed at initial construction.
(81)Transect: A system of classification deploying the conceptual range of
‘rural-to- urban’ to arrange in useful order, the typical context groupings of
natural and urban areas. This gradient, when rationalized and subdivided into
zones becomes the basis of the Regulating Plan and the 9 zones supporting
this Plan.
(82)Transit-Oriented Development: A remedial pattern within a loose urbanized
area. Its structure creates nodes at an efficient spacing for commuter or light
rail. These nodes are mixed-use areas limited in extent by walking distance
to the transit stop. These nodes are usually surrounded by a residential
hinterland, structured as neighborhood T.O.D.’s connected by a feeder bus
system.
(83)Transition Line: A horizontal line, the full width of a facade expressed by a
material change or by a continuous horizontal articulation such as a cornice
or a balcony.
(84)Tuck-under Housing: See 'Building Types'
(85)Zaguan: A covered pedestrian passage between courts of one to two rooms
in depth and one story in height.”
Section 123. Any section or subsection of this Article, Article XIX (The Transit
Zoning Code, Specific Development No. 84) that is not reprinted or modified by this
ordinance is hereby unamended.
Section 134. Any provision of the Santa Ana Municipal Code (SAMC) or
appendices thereto found inconsistent with the provisions of the Ordinance, only to the
extent of such inconsistencies and no further, are hereby repealed or modified to that
extent necessary to affect the provisions of this Ordinance, inclusive of corrections for
typographical error, and shall be considered the same as if adopted at the time of this
Ordinance.
Section 145. If any section, subsection, sentence, clause, phrase or portion of this
ordinance is for any reason held to be invalid or unconstitutional by the decision of any
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court of competent jurisdiction, such decision shall not affect the validity of the remaining
portions of this ordinance. The City Council of the City of Santa Ana hereby declares that
it would have adopted this ordinance and each section, subsection, sentence, clause,
phrase or portion thereof irrespective of the fact that any one or more sections,
subsections, sentences, clauses, phrases, or portions be declared invalid or
unconstitutional.
Section 156.This Ordinance shall become effective thirty (30) days after its
adoption. Upon the effective date of this Ordinance, Ordinance Nos. NS-3063 and NS-
3064 shall be automatically repealed and rescinded as of that date.
Section 167. The Clerk of the Council shall certify the adoption of this
ordinance and shall cause the same to be published as required by law.
ADOPTED this _______ day of ___________, 2025.
________________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM
Sonia R. Carvalho, City Attorney
By: _________________________
Melissa M. Crosthwaite
Senior Assistant City Attorney
AYES: Councilmembers: __________________________________
NOES: Councilmembers: __________________________________
ABSTAIN: Councilmembers: _________________________________
NOT PRESENT: Councilmembers: _________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, ____________________, City Clerk, do hereby attest to and certify that the
attached Ordinance No. NS-_______ to be the original ordinance adopted by the
City Council of the City of Santa Ana on ___________________, 2025 and that
said ordinance was published in accordance with the Charter of the City of Santa
Ana.
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Date: ______________________ ________________________________
Jennifer L. Hall
City Clerk
City of Santa Ana
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EXHIBIT “A”
A. On April 19, 2022, The City adopted an Amended General Plan. The
Amended General Plan became effective on May 26, 2022 and adopted a
new Land Use Plan for the City and established new land use designations
and policies for development of the City.
B. On April 16, 2024, the City Council passed an Urgency Ordinance to adopt
a 45-day moratorium on the approval, commencement, establishment,
relocation, or expansion of industrial uses within the Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District (Moratorium
Ordinance”). No. NS-3063. The purpose of the moratorium was to
immediately protect the public health, safety, and welfare of residents and
businesses from incompatible industrial uses that cause a significant
pollution burden to adjacent residential neighborhoods within the SD84
Zoning District.
C. On May 7, 2024, the City Council issued and file a Council report to the
public, pursuant to Section 65858(d) of the California Government Code,
describing the City’s measures to alleviate conditions that led to the
adoption of Urgency Interim Ordinance No. NS-3063, on April 16, 2024,
regarding a 45-day moratorium on the approval, commencement,
establishment, relocation, or expansion of industrial uses within Specific
Development No. 84 (the Transit Zoning Code).
D. On May 21, 2024, the City Council adopted an extension of the Moratorium
Ordinance for an additional ten (10) months and fifteen (15) days pursuant
to the California Government Code, Section 65858. The extension was
necessary to allow sufficient time for staff to continue with conduct research
of appropriate regulations, and coordinate with outside regulatory agencies
and City departments to develop appropriate zoning regulation to address
the impacts of industrial development in the SD84 Zoning District.
E. The Planning and Building Agency routinely reviews its ordinances to
incorporate best practices, reflect changes to State law, and address
community needs.
F. In adopting the Moratorium on April 16, 2024, the City Council of the City of
Santa Ana established the following findings, all of which below remain true,
applicable and necessary to support the adoption of Zoning Ordinance
Amendment (ZOA) No. 2024-02 amending certain portions of Chapter 41
(Zoning) of the Santa Ana Municipal Code, Article XIX. The Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District:
1. The Transit Zoning Code (TZC), located in the central core of Santa Ana,
comprises approximately 450 acres, encompasses the Logan, Lacy,
and Downtown neighborhoods, and was adopted by the City Council on
June 7, 2010, and amended on July 16, 2019; and
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2. Upon the initial adoption of the TZC in 2010, the General Plan of the City
of Santa Ana was updated with new land use designations for the areas
covered by the TZC to allow for new, mixed-use residential and
commercial communities; and
3. The goals of the TZC are to provide a transit-supportive, pedestrian-
oriented development framework to support the addition of new, and
enhancement of existing communities through, transit infrastructure; to
preserve and reinforce the existing character and pedestrian nature of
the City by strengthening urban form through improved development
and design standards; to encourage alternative modes of transportation;
to provide zoning for the integration of new infill development into
existing neighborhoods; to provide for a range of housing options; and
to allow for the reuse of existing structures; and
4. Industrial uses were established within the Logan and Lacy
neighborhoods in close proximity to sensitive land uses such as
residences and schools prior to the adoption of the TZC, as far back as
the late 19th century, predating modern zoning practices that take into
account irreconcilable land use conflicts among variegated land uses;
and
5. The TZC provides new mixed-use zoning for properties contained within
its boundary while creating industrial overlay zones allowing properties
being used as industrial uses at the time of its adoption to continue to
be governed by industrial zoning districts until such time that properties
were developed or improved to the mixed-use zones allowed by the
TZC; and
6. Senate Bill (SB) 1000 went into effect in 2018, requiring local
governments to identify environmental justice communities, called
“disadvantaged communities”, in their jurisdictions and address
environmental justice in their general plans through facilitating
transparency and public engagement in the planning and decision-
making processes, reducing harmful pollutants and the associated
health risks in disadvantaged communities, and promoting equitable
access to health-inducing benefits such as healthy housing options; and
7. The City of Santa Ana completed a comprehensive update of its General
Plan in April 2022; and
8. The Office of the Attorney General of the State of California was actively
involved in ensuring Santa Ana’s General Plan update complied with all
aspects of SB 1000 prior to its adoption; and
9. As required by SB 1000, update of the General Plan and its associated
land use plan identified and addressed long standing environmental
justice issues throughout all its elements, which include 77
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implementation actions aimed at reducing harmful pollutants and
associated health risks in disadvantaged communities; and
10.Numerous policies of the General Plan are inconsistent with the present,
irreconcilable land use pattern of the TZC. Specifically, these policies
include Policy LU-1.1 (Compatible Uses), Policy LU-2.4 (Cost and
Benefit of Development), Policy LU-3.8 (Sensitive Receptors), Policy
LU-3.9 (Noxious, Hazardous, Dangerous, and Polluting Uses), Policy
LU-3.11 (Air Pollution Buffers), Policy LU-4.3 (Sustainable Land Use
Strategies), Policy LU-4.6 (Healthy Living Conditions), Policy CM-3.2
(Healthy Neighborhoods), Policy EP-1.9 (Avoid Conflict of Uses), Policy
EP-3.3 (Mitigate Impacts), Policy CN-1.5 (Sensitive Receptor
Decisions), Policy CM-.2 (Healthy Neighborhoods), and Policy HE-5.5
(Community Development), which are targeted at correcting past land
use planning practices that have placed an unequitable environmental
and health burden on certain neighborhoods now termed disadvantaged
communities; and
11.The industrial overlay zones in the TZC perpetuate past planning
practices of locating industrial uses, or other noxious and unwanted
uses, in close proximity to communities of color; and
12.The Logan neighborhood is the oldest Mexican and Mexican-American
neighborhood in Santa Ana and one of the oldest in Orange County, and
one of the few places where Mexicans and those of Mexican descent
were allowed to buy land due to restrictions and covenants based on
race during the first half of the 20th century; and
13.The construction of Santa Ana (I-5) Freeway through Santa Ana in the
1950s resulted in many families being displaced through the demolition
of single-family homes in the northeastern portion of the Logan
neighborhood; and
14.In the 1970s, a proposed expansion of an arterial highway along Civic
Center Avenue would have demolished a significant portion, if not all, of
the Logan neighborhood; and
15.The Logan and Lacy neighborhoods are within the second and third
highest scored census tracts in Santa Ana, each with a composite score
of 90 percent or greater, ranking in the 90th percentile or greater of
census tracts in the State, and identified as “disadvantaged
communities” by the Office of Environmental Health Hazard Assessment
(OEHHA) in its CalEnviroScreen model; and
16.Assembly Bill (AB) 686 requires local jurisdictions to take deliberate
actions to explicitly address, combat, and relieve disparities to
disadvantaged communities, such as Logan and Lacy neighborhoods,
resulting from past patterns of segregation, disinvestment, and planning
practices; and
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17.The updated land use plan in the Land Use Element of the General Plan
does not designate any properties within the TZC, including the Logan
or Lacy neighborhoods, as industrial; rather, they are designated as
varying intensities of District Center or Urban Neighborhood land use
designations—both of which are inconsistent with industrial uses; and
18.There are pressing and growing code enforcement complaints
stemming from the irreconcilable land use conflicts in the TZC.
Specifically, in the Logan and Lacy neighborhoods, the City’s Code
Enforcement Division has investigated over 35 commercial and
industrial properties in the past twelve months and currently has 16
active open cases that have been issued Notice of Violations and
administrative citations for the following types of violations: illegal
storage, land use, zoning, property and landscape maintenance,
unpermitted work, business license, and certificate of occupancy. The
close proximity of active open industrial cases during a short period of
time is creating a public nuisance that is draining City resources and that
is harming public health, safety, and general welfare of the TZC’s
existing and new residential neighborhoods from the concentration of
open code enforcement cases nearby; and
19.In the Logan neighborhood, 52 industrial facilities (automotive,
warehouse/storage, crematory, towing yards, construction) are
presently near sensitive uses monitored by external regulatory agencies
such as South Coast AQMD, Orange County Health Care Agency –
Certified Unified Program Agencies (OC CUPA), Santa Ana Regional
Water Quality Board (SARWQB), Orange County Fire Authority.
Industrial facilities have caused significant pollution exposure to
disadvantaged communities, including lead risk in soil and housing,
diesel particulate matter from idling trucks, toxic release from facilities,
traffic impacts, noise pollution, and airborne particulate matter or fine
inhalable particles of 2.5 (PM2.5) microns or less in diameter.
CalEnviroScreen reports higher environmental effects from active facility
cleanup sites, hazardous waste facilities, and solid waste locations.
Cumulative health impacts in the area include asthma, cardiovascular
disease, and low birth weight, in this overburdened disadvantaged
community factored by socioeconomic indicators of poverty, linguistic
isolation, housing burden, and education; and
20.In the Lacy neighborhood, 76 industrial facilities (automotive,
warehouse/storage, towing yards, construction) are presently near
sensitive uses monitored by external regulatory agencies such as South
Coast AQMD, Orange County Health Care Agency – Certified Unified
Program Agencies (OC CUPA), Santa Ana Regional Water Quality
Board (SARWQB), Orange County Fire Authority. Industrial facilities
have caused significant pollution onto disadvantaged communities,
including lead risk exposure, diesel particulate matter from idling trucks,
toxic release from facilities, traffic impacts, noise pollution, vibration
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impacts, and airborne particulate matter or fine inhalable particles of 2.5
(PM2.5) microns or less in diameter. CalEnviroScreen reports higher
environmental effects from active facility cleanup sites, hazardous waste
facilities, and solid waste locations. Cumulative health impacts in the
area include asthma, cardiovascular disease, and low birth weight, in
this overburdened disadvantaged community factored by
socioeconomic indicators of poverty, linguistic isolation, housing burden,
and education; and
21.There is a recent surge in residential development activity in the TZC
that is exacerbating the irreconcilable land use conflicts between
residential and industrial land uses. Examples include the Lacy Crossing
residential development with over 100 ownership units directly adjacent
to existing industrial land uses, for which the City receives regular
complaints from residential occupants of disturbances from noise,
vibrations, odors, and truck traffic; and the Rafferty mixed-use
development with 218 residential units, including 11 onsite units for very-
low income households, which is located less than one-fifth of a mile
from industrial land uses; and
22.There is a marked increase in the pending and active development
applications for industrial land uses in the TZC, including for contractor’s
yards, construction debris storage yards, manufacturing operations,
expansion of existing industrial businesses, and storage and
warehousing operations, stemming from shifting economic demands for
goods and services emerging from the Covid-19 pandemic; and
23.The City Council approved a contract with Moore, Iacofano, Goltsman,
Inc. (MIG) on October 17, 2023 to ensure the City’s Zoning Code and
General Plan are consistent, and to maintain compliance with state law,
comprehensive amendments to the Zoning Code are required; and
24.MIG and City staff have conducted extensive community outreach,
stakeholder interviews, and reviews of existing zoning-related codes
and policies in Santa Ana. These early efforts have indicated that the
irreconcilable land use conflicts and land use inconsistencies in the TZC
area are among the most pressing topics that must be addressed as part
of the comprehensive Zoning Code Update process to protect the
health, safety, and welfare of the most vulnerable communities that face
the impacts of the land use conflicts within the TZC area. Since adoption
of the moratorium and its extension, MIG and City staff have focused the
comprehensive update through an initial phase concentrating on
amending the TZC; and
25.The policies and implementation actions in the General Plan also require
review, study, and possible revision to respond to recent concerns
relating to the impacts of these industrial business uses in the TZC; and
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26.Given these concerns, the City Council directed that a study be
undertaken of the current provisions of the TZC to address industrial
business uses and determine whether such uses should be permitted in
the zoning district, and if not, proceed with an ordinance amendment to
preclude such uses from the district.
G. Following said analysis of the City Council points of discussion as iterated
above, City staff has prepared ZOA No. 2024-02 to amend and add certain
sections to Chapter 41 (Zoning) of the Santa Ana Municipal Code (SAMC),
Article XIX. The Transit Zoning Code/Specific Development (SD) No. 84
Zoning District, including the deletion of industrial land uses; amend non-
conforming regulations including the addition of an amortization process;
amend and add operational standards for allowed uses and non-conforming
uses; and delete the Industrial Overlay (I-OZ) zone from text and maps from
certain properties within the SD84 Zoning District.
H. Amendments to Chapter 41 (Zoning) are necessary to ensure uniform and
legally consistent regulations as well as additions to enable the City to
implement a regulatory framework that protects the health, safety, and
welfare of the City.
I. The proposed amendments to the Santa Ana Municipal Code (SAMC) that
are the subject of this Ordinance support the objectives and policies of the
City’s General Plan and are required to ensure consistency in accordance
with Government Code Section 65860.
J. Specifically, these amendments to the SAMC timely address current
inconsistencies within an area of the City prioritized for addressing EJ. In
effect, the amendments are necessary to address numerous policies of the
General Plan that the current TZC is found to be inconsistent with, that
without such amendments, will continue the path of irreconcilable land use
patterns within the TZC. Specifically, these policies include Policy LU-1.1
(Compatible Uses), Policy LU-2.4 (Cost and Benefit of Development), Policy
LU-3.8 (Sensitive Receptors), Policy LU-3.9 (Noxious, Hazardous,
Dangerous, and Polluting Uses), Policy LU-3.11 (Air Pollution Buffers),
Policy LU-4.3 (Sustainable Land Use Strategies), Policy LU-4.6 (Healthy
Living Conditions), Policy CM-3.2 (Healthy Neighborhoods), Policy EP-1.9
(Avoid Conflict of Uses), Policy EP-3.3 (Mitigate Impacts), Policy CN-1.5
(Sensitive Receptor Decisions), Policy CM-3.2 (Healthy Neighborhoods),
and Policy HE-5.5 (Community Development), which are targeted at
correcting past land use planning practices that have placed an unequitable
environmental and health burden on certain neighborhoods now termed
disadvantaged communities. The proposed amendments support these
goals and policies by:
1. Fostering the compatibility between residential and nonresidential land
uses within the TZC to enhance livability and promote healthier
lifestyles, and improve public health and quality of life;
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2. Resolving the development of industrial land uses and sensitive
receptors being in close proximity to each other that pose health hazards
by eliminating an overlay zone that promulgated continuation of
industrial uses without recourse;
3. Improving the health of the existing and future residents of the TZC by
regulating the operations of noxious, hazardous, dangerous, and
polluting uses by giving priority to the discontinuance or elimination of
those uses;
4. Responding to overarching EJ policies to develop and implement land
use and zoning strategies to separate existing sensitive uses from heavy
industrial facilities and emission sources;
5. Continuing to support the creation of healthy neighborhoods by
addressing land use conflicts and incompatible uses through the
elimination of the I-OZ zone and associated industrial land use types
from the list of allowable land uses within the TZC;
6. Developing and adopting new regulations to address facilities that emit
pollution near sensitive receptors within EJ area boundaries, which
includes areas of the TZC;
7. Avoiding potential land use conflicts in the future by prohibiting the
location of noxious land uses in proximity to sensitive receptors; and
8. Creating a sustainable land use plan for the area that phases out land
uses that are causing a substantial drain on City and other public agency
resources in addressing the impacts from irreconcilable land use
conflicts in the TZC area.
K. Additionally, the proposed amendments implement and/or contribute to
achieving the following specific action programs of the General Plan, most
particularly directly addressing LU3.3 through the creation of a
discontinuance of nonconforming industrial uses through amortization:
1. LU1.1 - Development Code Update. Prepare a comprehensive update
to the zoning code to ensure that the City’s zoning regulations align with
the General Plan’s goals and policies.
2. LU3.3 - Healthy lifestyles. Collaborate with residents and industry
stakeholders to create a program to incentivize and amortize the
removal of existing heavy industrial uses adjacent to sensitive uses.
3. CN1.4 - Health risk criteria. Establish criteria for requiring health risk
assessments for existing and new industries, including the type of
business, thresholds, and scope of assessment. Review existing and
establish new regulation to reduce and avoid increased pollution near
sensitive receptors within environmental justice area boundaries.
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4. CN1.7 - Truck idling. Evaluate strategies to reduce truck idling found or
reported in areas with sensitive receptors, with a priority placed on
environmental justice areas.
5. CN1.11 - Public education. Augment existing outreach programs to
improve public awareness of State, regional and local agencies’ roles
and resources to identify, monitor, and address air quality and other
environmental hazards in the community.
6. HE5.C – Healthy Neighborhoods Initiatives. Update the City’s zoning
code development and operational standards for industrial zones to
address incompatibility with adjacent uses, including minimum distance
requirements to buffer heavy industrial uses from sensitive receptors.
Conduct a study to evaluate and establish appropriate minimum
distances and landscape buffers between polluting industrial uses from
sensitive receptors such as residences.
7. HE44.A – Fair Housing. Ensure all City programs and activities related
to housing and community development are administered in a manner
that affirmatively furthers fair housing.
L. ZOA No. 2024-02 amends and adds certain sections to Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC), Article XIX. The Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District, including Section
41-2001 (Application of Article), Section 41-2001.5 (Organization), Section
41-2002 (Nonconforming Buildings, Structures and Uses), Section 41-2004
(The Industrial Overlay (I-OZ) Zone), Section 41-2005 (Application for
Discretionary Approvals), Section 41-2006 (Zones Established), Section
41-2007 (Uses Permitted) Section 41-2008 (Operational Standards for
Permitted Uses), Section 41-2009 (Operational Standards for
Nonconforming Industrial Uses), and Section 41-2080 (Definitions).
M. On February 24, 2025, the Planning Commission held a duly noticed public
hearing to consider this Ordinance, where all interested persons were given
an opportunity to be heard, and after closing the public hearing, continued
taking any action on this Ordinance to a special meeting held on March 6,
2025, whereby the Planning Commission recommended approval of the
Ordinance to the City Council.
N. On April 1, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, May 6, 2025;
O. On May 6, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, June 3, 2025; and
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P. On June 3, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, where all interested persons were given an
opportunity to be heard.
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Ordinance No. NS-XXX
Page 1 of 47
ORDINANCE NO. NS-XXXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA APPROVING ZONING ORDINANCE
AMENDMENT NO. 2024-02, AMENDING CERTAIN
SECTIONS OF CHAPTER 41 (ZONING) OF ARTICLE XIX
OF THE SANTA ANA MUNICIPAL CODE RELATED TO THE
REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE
TRANSIT ZONING CODE/SPECIFIC DEVELOPMENT (SD)
NO. 84 ZONING DISTRICT; MODIFYING THE
AUTHORIZED LAND USES AND PERMIT TYPES;
ESTABLISHING REVISED NONCONFORMING USE
REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND
ADDING OPERATIONAL STANDARDS FOR CERTAIN
PERMITTED AND NONCONFORMING USES
THE CITY COUNCIL OF THE CITY OF SANTA ANA HEREBY ORDAINS AS FOLLOWS:
Section 1. The City Council has, by separate action taken on June 3, 2025,
adopted an Addendum to the Transit Zoning Code Environmental Impact Report (“EIR”)
(State Clearinghouse No. 2006071100), which was certified on June 7, 2010, by the City
Council (“Addendum”). The Addendum analyzed the environmental impacts of the
actions taken in this Ordinance. Adopting the Addendum satisfied the City Council’s
obligations under the California Environmental Quality Act (“CEQA”) regarding
amendments to the Transit Zoning Code and none of the conditions in Public Resources
Code section 21166 or State CEQA Guidelines 15162 apply. Thus, no further
environmental review is required as adoption of this Ordinance falls within the scope of
the adopted Addendum and previously certified EIR.
Section 2. The City Council of the City of Santa Ana hereby adopts the findings
contained in the attached Exhibit “A” to this Ordinance as if fully set forth herein.
Section 3. Section 41-2001 (Application of Article) of Chapter 41 of the Santa
Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2001. Application of Article
(a)The Transit Zoning Code, as authorized by Chapter 41, Article III, Division 26,
Section 41-593 et seq., of the Santa Ana Municipal Code (SAMC), is subject to the
standards and regulations contained in this Article for the express purpose of
establishing land use regulations and standards. All other applicable chapters,
articles, and sections of the SAMC and any other regulations adopted by the City
Council shall apply unless expressly stated or superseded by this Article. All terms
contained herein shall be defined by the SAMC, unless specifically defined in this
Article.
Exhibit 2 - Ordinance for ZOA No. 2024-02 (clean, final copy)
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Ordinance No. NS-XXX
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(b) Proposed development, including the construction, reconstruction or structural
alteration of a structure, subdivisions, and new and existing land uses, whether
conforming or nonconforming, as defined in Section 41-126 of the SAMC, within
the specific development area shall comply with all the applicable regulations
established by this Article.
(c) The regulations contained in this Article shall also apply to:
1. A change in land use within an existing building; and
2. A change in tenancy within an existing building requiring issuance of
a new Certificate of Occupancy.”
Section 4. Section 41-2001.5 (Organization) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2001.5 Organization
(a) Regulating Plan and Zones Established: Sections 41-2006 through 2008 of this
Article defines the zones within the Specific Development (SD) boundaries of SD-
84, the parcels included within each zone, and describes, zone by zone, the
standards for building placement, design, and use consistent with the permitted
uses identified in Table 2A.
(b) Use Standards: Table 2A identifies the land use types allowed by the City in each
of the zones established by the Regulating Plan. A parcel within SD-84 boundaries
shall be occupied only by land uses identified as allowed within the applicable zone
and the type of City approval required by Table 2A.
(c) Urban Standards by Zone: Sections 41-2010 through 2015 of this Article regulates
the features of buildings that affect the public realm. The urban standards regulate
building and parking placement, height, and profile, and vary according to the
parcel's zone applied by the Regulating Plan. Standards for items not explicitly
described in this section, including but not limited to, walls and fences, mechanical
equipment, trash bin enclosures, heliport and helipad, underground utility,
installation of dish antennas, loading areas, parking lot design standards, refer to
other Sections of Chapter 41 of the SAMC and the Citywide Design Guidelines.
(d) Architectural Standards: Sections 41-2020 through 2039 regulates the manner in
which individual parcels and blocks are developed to create diverse and
pedestrian-oriented development, through the use of three main components:
(1) Sections 41-2020 through 2032 building types (e.g., duplex, rowhouse,
courtyard housing)
(2) Sections 41-2033 through 2039 frontage types (e.g., front yard/porch, stoop,
arcade, shopfront)
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(3) Section 41-2040 (Table 4.3A) architectural styles (e.g., Main Street
Commercial, Mission Revival, Art Deco, Folk Victorian, Craftsman, California
Contemporary).
(e) Sign Standards: Section 41-2050 regulates all signage within the SD boundaries
to be consistent with the character described for each zone.
(f) Subdivision Guidelines: Establishes guidelines for the creation and maintenance
of a finely grained and walkable network of blocks punctuated by integral and
varied open spaces.
(g) Street Network Concepts: identifies conceptual location and guidelines for the
street network. This section provides guidelines for the rights-of-way alignment,
and width in plan and section with the corresponding details.
(h) Definitions: Sections 41-2080 identifies and defines the terms used in this Code.”
Section 5. Section 41-2002 (Nonconforming Buildings, Structures and Uses) of
Chapter 41 of the Santa Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2002. Nonconforming Buildings, Structures and Uses
(a) A nonconforming building, structure or use shall comply with Article VI of this
Chapter, except as provided below:
(1) A building or structure that does not conform to the architectural style or story
height requirements of this Article shall not cause the structure to be non-
conforming.
(2) A nonconforming building, structure or use shall not be required to conform to
current zoning regulations based solely upon a change in ownership of the
property, except as otherwise provided in this Article.
(3) A sale, lease or other transfer of a property containing a nonconforming
building, structure or use does not trigger the loss of nonconforming status,
except as otherwise provided in this Article.
(4) Sections 41-681.1 through 41-681.4 and 41-683.6 of Article VI of this Chapter
shall not apply to buildings, structures and uses addressed within this Article or
building, structures, and uses within SD-84, nor to existing accessory dwelling
units (ADUs) permitted by the City of Santa Ana before the amendment to this
Article.
(5)Rehabilitation, enlargement or structural alterations of any nonconforming
structure or structure occupied by a nonconforming use, except for structures
occupied by single family and two-family dwellings, may be made as follows:
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a. Rehabilitation, limited to structural or non-structural alterations without any
building expansion and without any intensification of a nonconforming use,
is permitted if:
1. The operational standards contained in Section 41-2008, as applicable,
of this Article are met.
2. All signage on the structure and the site on which it is located is brought
into conformity with the signage requirements of this Chapter, as
approved by the Executive Director of the Planning and Building Agency,
or designee.
3. All outdoor storage is screened by a solid screen wall not to exceed eight
(8) feet in height. Outdoor storage shall not exceed the height of the
screen wall.
4. There shall be no increase in the number of dwelling units unless the site
on which the structure is located complies with the off-street parking and
open space requirements of this Chapter.
5. Architectural massing, features and detailing shall be modified to bring
the structure into closer compliance with the architectural standards of
this Article, as approved by the Executive Director of the Planning and
Building Agency, or designee.
b. Rehabilitation may include expansion of floor area without intensification of
the nonconforming use when the total floor area does not exceed ten (10)
percent of the floor area as it legally existed as permitted and constructed
as of April 15, 2025, provided that the following standards are met:
1. The existing use is not a nonconforming industrial use. Nonconforming
industrial uses may not be expanded.
2. The operational standards contained in Section 41-2008 are met.
3. All signage on the structure and the site on which it is located shall be
brought into conformity with the requirements of this Chapter as
approved by the Executive Director of the Planning and Building Agency,
or designee.
4. There shall be no loading or unloading of vehicles between the hours of
10 pm and 7 am.
5. All outdoor storage is screened by a solid screen wall not to exceed eight
(8) feet in height. Outdoor storage shall not exceed the height of the
screen wall.
6. There shall be no enlargement which would intrude into any required
setback area required by this Article.
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7. There shall be no enlargement which would result in a new
nonconforming condition in violation of the requirements of this Chapter.
8. Off-street parking shall be provided in conformance with the
requirements of this Chapter.
9. Landscaping shall be improved to bring the site on which the structure
is located into closer compliance with the landscaping requirements of
this Chapter, as approved by the Executive Director of the Planning and
Building Agency, or designee.
10. Architectural massing, features and detailing, shall be modified to bring
the structure into closer compliance with the architectural standards of
this Chapter, as approved by the Executive Director of the Planning and
Building Agency, or designee.
(6)Rehabilitation, enlargement or exterior structural alterations of buildings
occupied by a single family and two-family dwellings is permitted subject to the
following:
a. Structural alterations and additions may be made where the total floor area
of all such expansions occurring in a five-year period does not exceed forty
(40) percent of the floor space of the building as it existed at the beginning
of that five-year period, provided the number of dwelling units is not
increased; and no new non-conformances with the requirements of this
Chapter are created.
b. Structural alterations and additions which exceed forty (40) percent of the
total floor area as it existed at the beginning of a five-year period; or
remodeling which involves the demolition of more than fifty (50) percent of
the building shall be permitted; provided that the following conditions are
met:
1. Off-street parking shall be provided in conformance with the
requirements of this Chapter.
2. No new nonconformities with the requirements of this Chapter are
created.
3. A minimum of eight hundred (800) square feet of usable, continuous,
non-front yard open-space, excluding driveways and parking areas is
provided. Any open space with a minimum dimension of fifteen (15) feet
by fifteen (15) feet shall be deemed continuous open space.
c. Where rehabilitation of a building involves more than fifty (50) percent of a
building wall which encroaches into a front or side yard setback and is
demolished or is structurally altered, the remainder of the building wall shall
be demolished. Any subsequent building wall shall conform to all provisions
of this Chapter.
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d. An existing two-car garage with a minimum dimension of eighteen (18) feet
by eighteen (18) feet exterior dimension shall be considered conforming.
e. Remodeling shall mean to reconstruct, or to make over in structure or style,
but shall exclude re-roof, window replacement, exterior finish replacement
and repair or similar modifications, as determined by the Executive Director
of the Planning and Building Agency, or designee.
f. No provision contained in this Article shall be interpreted or implemented in
a manner inconsistent with State law addressing accessory dwelling units,
as contained in Government Code Section 66310, et. seq. as amended from
time to time.
(7) Discontinuance of Nonconforming Uses, Generally. Nonconforming uses shall
be discontinued pursuant to Sec. 41-683 (Discontinuance of nonconforming
building or use) of this Chapter, regardless of intent, except as provided below:
a. Discontinuance of Noxious Use.
1. If a nonconforming industrial use that meets the definition of a Noxious
Use as defined in this Article requires a new certificate of occupancy for
any reason other than a change in business name with no change in
owner of the business, legal nonconforming status shall be lost and any
subsequent use must conform in every respect to the provisions of this
Article.
2. If a nonconforming industrial use that meets the definition of a Noxious
Use as defined in this Article is determined to be in violation of any
applicable Federal, State, or local regulation, as provided below, legal
nonconforming status shall be lost and any subsequent use of the
building shall conform in every respect to the provisions of this Chapter:
A. The violation lasts a period of thirty (30) consecutive days; or
B. The violation(s) are observed and documented for a total period of
sixty (60) days in a one-year period; or
C. Three noncompliant notices from a Federal, State, or local regulatory
agency relating to or arising from the nonconforming use are sent in
a one-year period.
3. For the purpose of this subsection (7) a. 2.:
A. The thirty (30) consecutive day time period shall be measured from
the date of the first observed and documented violation.
B. A one-year period shall be the twelve (12) consecutive months of
time preceding the sixtieth (60th) day of total violations; or the twelve
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(12) consecutive months of time preceding the issuance of the third
(3rd) noncompliant notice.
C. Local regulations mean the SAMC, including, but not limited to, the
operational standards contained in Section 41-2008 (m) of this
Article.
D. A local regulatory agency includes the City, County of Orange,
special districts, or any other local government agency charged with
regulating noxious uses.
E. Noncompliant notices may include, but are not limited to, Notice to
Comply and Notice of Violation as issued by the South Coast Air
Quality Management District (SCAQMD), Department of Toxic
Substances Control (DTSC), California Environmental Protection
Agency (CalEPA), Certified Unified Program Agency (CUPA), and
Santa Ana Regional Water Quality Control Board (SARWQB).
(8) Elimination of Noxious Uses and Structures.
a. Elimination of Noxious Uses and Structures, Generally.
1. The City Council has determined that elimination of noxious uses and
structures by amortization may be considered based upon one or more
of the following factors:
A. The threat to the public health, safety, and welfare posed by the
continuance of the noxious use or structure;
B. Adaptability of the land and improvements to a currently permitted
use;
C. Compatibility with the existing land use patterns and densities of the
surrounding neighborhood;
D. Excessive calls for service to applicable response agencies related
to the operation of the noxious use; and
E. Failures to remedy notices of violation, administrative warnings, or
other notices of noncompliance issued by a Federal, State, or local
agency, including the City.
2. The Executive Director of the Planning and Building Agency, or
designee, in conjunction with other City Departments and Agencies,
may establish, and periodically update, a list or data resource that
identifies categories of noxious uses or structures with specific metrics
and operational characteristics, to develop a ranking system for use in
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the consideration of eliminating noxious uses or structures through
amortization.
3. The determination of an appropriate amortization period for termination
of a noxious use pursuant to this Article shall be made by a Hearing
Officer retained by the City and who has professional legal and land use
experience to address amortization. The Hearing Officer shall order
noxious uses and structures to be discontinued and removed from their
sites within a period determined pursuant to the process set forth in
Subsection b (Establishment of Amortization Periods), and consider the
following:
A. If the noxious user has not made a substantial investment in
furtherance of the use or structure, or if the investment can be
substantially utilized or recovered through a currently permitted use,
the order may require a noxious use or structure to be discontinued
and removed from their site within a minimum of one year after the
date of the order.
B. If the noxious user has made a substantial investment in furtherance
of the use or structure, or if the investment cannot be substantially
utilized or recovered through a currently permitted use, the order may
require the discontinuation and removal of the noxious use or
structure within a longer reasonable amount of time.
C. Noxious uses or structures that are determined to be an imminent
threat to the public health or safety may be subject to immediate
cessation and removal, pursuant to Chapter 1 (General Provisions)
of the SAMC.
4. Noxious uses and structures may also, upon order from the City or a
court order, be subject to immediate cessation and removal of the
nonconforming use or structure.
b. Establishment of Amortization Periods. Where a period during which a
noxious use or structure is to be discontinued and removed from a site or
sites is required pursuant to this Article, such period shall be established as
follows:
1. The Executive Director of the Planning and Building Agency, or
designee, shall submit the noxious use or structure and a recommended
amortization period, based on subsection 4. herein, to a Hearing Officer
pursuant to Chapter 3 of the SAMC for review;
2. The Hearing Officer shall hold a noticed hearing to consider the
recommended amortization period. Notice of the hearing shall be
provided to the owner or operator of the noxious use or structure and
the property owner at least ten (10) days prior to the hearing. Additional
notice may also be provided to surrounding property owners and/or
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tenants, at the discretion of the Executive Director of the Planning and
Building Agency, or designee.
3. The Hearing Officer shall consider the recommendations submitted by
the Executive Director of the Planning and Building Agency, the General
Plan of the City, and any testimony or evidence provided during the
hearing, in order to determine the amortization schedule for elimination
of the noxious use or structure.
4. The Hearing Officer shall establish a maximum amortization period
during which the noxious use or structure shall be permitted to continue
after considering the following in relation to the use or structure:
A. The amount of investment or original cost of the use or structure;
B. The present actual or depreciated value of the use or structure;
C. The remaining useful life of the use or structure;
D. The remaining term of the lease (if applicable);
E. The date or dates of construction;
F. Amortization of the business or structure for tax purposes;
G. The salvage value;
H. Adaptability of the land and improvements to a currently permitted
use;
I. Cost of moving and reestablishing the use elsewhere;
J. Compatibility with the existing land use patterns and densities of the
surrounding neighborhood;
K. The threat to the public health, safety, and welfare posed by the
continuance of the noxious use or structure;
L. Calls for service to applicable response agencies;
M. Notices of violation, administrative warnings, or other notices of
noncompliance arising from or related to the noxious use issued by
a Federal, State, or local agency, including the City; and
N. Other factors as appropriate.
c. Hearing Officer Determination and Compliance. The determination of the
Hearing Officer shall be made in writing and shall be final.
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1. Notice of Amortization and Termination of Use. The Executive Director
of the Planning and Building Agency, or designee, shall give notice by
certified mail of the date upon which an amortization period will end to
each owner of record whose property, or use of property, is not in
conformance with the regulations of this Article, in those instances
where an amortization period has been determined pursuant to this
Article. Such notice shall be sent within ten (10) days of the
determination of the Hearing Officer. If the amortization period ends
before or less than six (6) months after providing such notice, the notice
shall be given that the amortization period in each instance shall be not
less than six (6) months from the date the notice is sent. The notice shall
set forth all pertinent provisions of this Article, including the declared
purposes thereof and the approved amortization term. Failure to send
notice by mail to any such owner where the address of such owner is
not a matter of public record shall not invalidate any proceedings under
this Article. The Executive Director of the Planning and Building
Agency, or designee, shall be authorized record a Notice of Amortization
Term & Termination of Use with the County Recorder, as provided for in
California Government Code Section 27201(a).
2. Notice of Termination and Order to Comply and Conclusion of
Amortization Period. Notice of Termination of a noxious use and order
to comply shall be served by the Executive Director of the Planning and
Building Agency, or designee, at the end of the amortization period upon
the owner of record whose property contains such noxious use. In those
instances, where the Executive Director of the Planning and Building
Agency, or designee, is unable with reasonable effort to serve such
notice to the property owner, such notice and order shall be served
within thirty (30) days of the end of the amortization period by delivering
same to an occupant of the structure containing the noxious use.
3. Request for a Continuance of a Noxious Use Beyond Period of
Amortization Period. A request for a continuance of a noxious use
beyond the period of amortization may be granted as follows:
A. Grounds for Continuance. A noxious use or structure may be
maintained for a reasonable time beyond its period of amortization
as specified in this Article if the Executive Director of the Planning
and Building Agency, or designee, makes the following
determinations:
i. Special Circumstances. That special circumstances apply to any
such use or structure that do not apply generally to others
affected hereby; and
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ii. Compatibility with Public Welfare. That such a continuance for a
prescribed period of additional time is in the public interest and
will be reasonably compatible with, and not detrimental to, the
use of adjacent properties.
B. Application Process for Continuance. Any application for a
continuance of a noxious use or structure must be filed with the
Planning Division no later than thirty (30) days following the service
of a Notice of Termination and Order to comply, or within thirty (30)
days following the continued termination date. An application for a
continuance may be filed by the owner of the property, a person with
a power of attorney from the owner of the property, or a lessee, if the
terms of the lease permit the existing use. Fees shall be required in
accordance with this Code.
C. Determination by Executive Director of the Planning and Building
Agency, or designee. Upon filing of a complete application, the
Executive Director of the Planning and Building Agency, or designee,
shall investigate the matter, give proper notice to the applicant, hold
an administrative hearing and make a decision thereon based on the
criteria set out in this Section and supported by written findings of
fact within seventy-five (75) days from the date the application is
filed, or within such extended period of time as may be mutually
agreed upon by the applicant and the Executive Director of the
Planning and Building Agency, or designee. The Executive Director
of the Planning and Building Agency, or designee, may impose such
conditions, including additional time extensions not to exceed two (2)
additional years, as may be deemed necessary for the compatibility
of such a noxious use with adjacent properties.
D. Appeals. Appeals shall be filed in accordance with Chapter 3 of the
Santa Ana Municipal Code.
4. Failure to Comply with Hearing Officer’s Determination. Failure to
comply with the Hearing Officer’s determination to discontinue a noxious
use or structure shall constitute a violation of this Chapter and is subject
to fines and enforcement provisions of Sec. 1-8 of the SAMC.
5. Failure to Terminate Use at Conclusion of Amortization Period. The
failure to terminate a noxious use at the conclusion of an approved
amortization period shall be deemed a public nuisance in accordance
with California Government Code, Section 38771. The City is hereby
authorized to abate the nuisance in accordance with Chapter 17 of this
Code or may pursue any alternative remedy to abate the use authorized
by this Code or State law.
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d. Additional Administrative Policies and Procedures. The Executive Director
of the Planning and Building Agency, or designee, may enact and shall
publish any additional administrative policies and procedures to effectuate
the purposes of this Chapter, including, but not limited to, administrative
policies and procedures to govern the selection of a neutral hearing officer
and the conduct of hearings for the Establishment of Amortization Periods
in order to implement the provisions of this Article.
(9) Abatement. The provisions of this Section are in addition to authority existing
under State law to declare and abate a public nuisance pursuant to California
law and other applicable provisions of the SAMC. In the event that a legal
nonconforming structure or use is found to constitute a public nuisance,
appropriate and alternative action may be taken by the City pursuant to Chapter
1 (General Provisions) of the SAMC and Article VIII (Enforcement) of this
Chapter).
(10) Exception. The provisions of this section shall not apply to multifamily dwellings
damaged or destroyed by fire in accordance with Government Code Section
65852.2.
(11) Voluntary Compliance Agreement. The Executive Director of the Planning and
Building Agency, or designee, is hereby authorized to enter into a Voluntary
Compliance Agreement with a business owner or property owner in order to
establish terms for compliance with the provisions of this Article.”
Section 6. Section 41-2004 (The Industrial Overlay (I-OZ) Zone) of Chapter 41
of the SAMC is hereby amended to read as follows:
“Sec. 41-2004 Reserved.”
Section 7. Section 41-2005 (Application for Discretionary Approvals) of Chapter
41 of the Santa Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2005. Application for Discretionary Approvals
(a) Site Plan Review shall mean specific development plan and shall comply with
Sections 41-593.4 through 41-593.6. Sections 41-593.4 through 41-593.6 shall
only apply to structures over four (4) stories in height.
(b) Conditional use permits, variances and minor exceptions. Conditional use permits,
variances and minor exceptions shall be subject to Article V of this Chapter, except
for the permit thresholds for minor exceptions shall be as identified in Table 1B of
this Article.
(c) Effect of amendments to this Article on applications in progress shall apply as
follows:
(1) Discretionary Applications Submitted and Determined Complete. All
discretionary permit applications that are active and that have been determined
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to be complete before the effective date of the Article or any amendment, shall
be processed in compliance with the requirements in effect when the
application was deemed complete, and pursuant to all requirements of Section
41-2008.
(2) Approved Projects Not Yet Under Construction. Any structure authorized by a
discretionary permit or approval of a land use as allowed by this Article for
which a Building Permit application has been submitted or a Building Permit
has been issued may be constructed in compliance with the permit or approval,
as long as construction is completed and the approved land use is established
before the expiration of the permit or, where applicable, before the expiration
of any approved time extension.
(3) Project Under Construction. A project for which a Building Permit has been
issued may be continued and completed in compliance with the plans and
specifications upon which the permit was issued.”
Section 8. Section 41-2006 (Zones Established) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended, including the replacement of Figure 2.1, to read as
follows:
“Sec. 41-2006. Zones Established
(a) Purpose. This section establishes the zones applied to property within the plan
area by the Regulating Plan. The Regulating Plan divides the plan area into
separate zones that are based on a transect of intensity within the plan area that
ranges from the most urban types of development and land use to the least urban
types, with most zones providing for a significant mixture of land uses within them.
This approach differs from conventional zoning maps that typically divide cities into
zones that rigidly segregate residential, commercial, industrial, and institutional
uses into separate areas, and thereby require residents to drive for nearly all daily
activities. The use of zones based on development intensity (instead of land use
zones) as the spatial basis for regulating development, directly reflects the
functions of, and interrelationships between, each part of the plan area. The zones
also effectively implement the City’s urban design objectives for each part of the
plan area, to establish and maintain attractive distinctions between each zone. This
is why some parcels are zoned with more than one zone. In such cases, the zoning
is divided along a clear boundary such as the middle of a block.
The zones of this Regulating Plan allocate architectural types, frontage types, and
land uses within the plan area, as well as providing detailed standards for building
placement, height and profile. Figure 2.1 identifies the eight (8) zones applied
within the plan area as they relate to existing rights-of-way and parcels.
(b) Zones established. The following zones are applicable to this specific plan, and
applied to property within the boundary as shown on the Regulating Plan.
(1) Transit Village (TV) Zone.
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The Transit Village zone is intended to provide standards for compact transit-
supportive mixed-use/residential development. This zone is characterized by a
wide range of building intensity, including mixed-use tower-on-podium
buildings, flex blocks, liners, stacked flats, and courtyard housing. The zone
accommodates retail, restaurant, entertainment, and other pedestrian-oriented
uses at street level, with offices and flats above in the mixed-use building types,
at high intensities and densities. The landscape palette is urban, with shading
and accent street trees in parkway strips along Santa Ana Boulevard, and in
sidewalk tree wells where on-street parking is provided. Parking is
accommodated on-street, in structures with liner buildings, and underground.
(2) Government Center (GC) Zone.
This area accommodates a wide variety of civic uses, including Federal, State,
and local government offices and services, libraries, museums, community
centers, and other civic assembly facilities and is identified, but not regulated,
by this Article. Refer to City requirements as identified in SAMC Chapter 41.
Building types vary according to their public purpose, are programmed by the
various government agencies for their specific sites, and therefore are not
coded by this Article. The landscape style is urban, emphasizing shading street
trees in sidewalk tree wells, and in landscaped public plazas.
(3) Downtown (DT) Zone.
This zone is applied to the historical shopping district of Santa Ana, a vital,
pedestrian-oriented area that is defined by multi-story urban building types (flex
blocks, live-work, stacked dwellings, and courtyard housing in the Downtown
edges) accommodating a mixture of retail, office, light service, and residential
uses. The standards of this zone are intended to reinforce the form and
character represented by pre-World War II buildings and recognized as a
National Historic District, through restoration, rehabilitation, and context-
sensitive infill. The standards also facilitate the replacement or improvement of
post-war development that eliminated the pedestrian orientation of various
downtown blocks (for example, parking structures with no features of
pedestrian interest along their entire lengths). The landscape style is urban,
emphasizing shading and accent street trees in sidewalk tree wells. Parking is
accommodated on-street and may also be in structures with liner buildings,
underground, and within block centers in surface lots not visible from streets.
(4) Urban Center (UC) Zone.
This zone is applied to the area surrounding the Downtown, which serves as a
transitional area to the surrounding lower intensity neighborhoods and to other
areas where mixed-use and multi-unit residential buildings create a pedestrian-
oriented urban fabric. The zone provides for a variety of non-residential uses
and a mix of housing types at medium intensities and densities. Besides
accommodating community serving businesses, this zone may also serve the
daily convenience shopping and service needs of nearby residents. Building
types include mixed-use Flex Blocks, stacked flats, live-work, row- houses, and
courtyard housing. The landscape is urban, emphasizing shading street trees
in sidewalk tree wells. Parking is accommodated on-street and may also be in
structures with liner buildings and underground in areas adjacent to the DT
zone, and in surface lots away from street frontages.
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(5) Corridor (CDR) Zone.
This zone is applied to properties fronting existing commercial corridors and
provides standards to improve pedestrian-orientation in a transit-supportive,
mixed-use area. Mixed-use flex block and live-work building types are at or
near the sidewalk, and accommodate street level retail, service, and office
uses, with office and residential above. The landscape style is urban,
emphasizing shading street trees in sidewalk tree wells. Parking is
accommodated on-street, and in screened surface lots between buildings, or
away from streets, with no more than half the site frontage occupied by parking.
(6) Urban Neighborhood 2 (UN-2) Zone.
This zone is applied to primarily residential areas intended to accommodate a
variety of housing types, with some opportunities for live-work, neighborhood-
serving retail, and cafes. Appropriate building types include single dwellings,
duplexes, triplexes and quadplexes, courtyard housing, rowhouses, and live-
work. In some areas, the more intense, hybrid court building type is allowed
where additional intensity is warranted while maintaining compatibility with
neighboring properties (see Regulating Plan). The landscape is appropriate to
a neighborhood, with shading street trees in parkway strips, and shallow- depth
landscaped front yards separating buildings from sidewalks. Parking is on-
street, and in garages located away from street frontages.
(7) Urban Neighborhood 1 (UN-1) Zone.
This zone is applied to existing primarily residential areas and is intended to
strengthen and stabilize the low intensity nature of these neighborhoods.
Appropriate building types include single dwellings, duplexes, triplexes, and
quadplexes, and live-work. The landscape is appropriate to a neighborhood,
with shading street trees in parkway strips and landscaped front yards
separating buildings from sidewalks. Parking is on-street, and in garages
located away from street frontages.
(8) Open Space (O) Zone.
This zone identifies areas reserved for community parks and other open spaces
and is identified, but not regulated, by this Article. Refer to City requirements
as identified in SAMC Chapter 41. Allowable structures in this zone are limited
to those necessary to support the specific purposes of the particular open
space area (e.g., sport-court enclosures and multi-purpose buildings in active
parks, and trails within passive parks).”
Figure 2.1 Regulating Plan with Existing R.O.W.
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Section 9. Section 41-2007 (Uses Permitted) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2007. Uses Permitted.
(a) Allowable Land Use Types. A parcel or building within the SD-84 area shall be
occupied by only the land uses allowed by the table entitled Use Standards
(hereinafter Use Standards Table) within the zone applied to the site by the
Regulating Plan.
(b) No building shall be erected, constructed, reconstructed or structurally altered
except in conformance with the provisions contained herein; nor shall any building
or land be used for any purpose other than that which is permitted in the district or
modified district in which such building or land is located. All uses, as defined in
this Article, not expressly permitted in any district enumerated in Table 2A, are
prohibited.
(c) Garage sales are allowed in compliance with Section 41-193.
(d) Temporary outdoor activities are allowed in compliance with Section 41-195.5.
(e) Youth amusement rides are permitted in compliance with Section 41-366 for C1
districts.
(f) Drive-through facilities shall not be permitted.
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(g) The conversion of existing structures containing residential land uses to non-
residential land uses is prohibited in the UN-1 zone.
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RESIDENTIAL
Live-Work Use / Joint living-working quarters P (2) P (2) P (2) P (2) CUP CUP
Care Homes CUP CUP CUP CUP CUP CUP
Single Dwelling --- --- --- --- P P
Multi-Family Dwellings P (1) P (1) P (1) P (1) P P
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RECREATION, EDUCATION AND ASSEMBLY
Community assembly P (1) P (1) P (1) P CUP CUP
Health/fitness facility P P P P CUP ---
Library, museum P P P P P CUP
Schools P (1) P (1) P (1) P CUP CUP
Studio P P P P CUP CUP
Trade School P (1) P (1) P (1) P (1) CUP ---
Theater, cinema or performing arts P P P P CUP ---
Commercial Recreation (Indoor) up to 5,000
square feet maximum floor area per tenant
P P P --- P ---
Commercial Recreation (Indoor) > 5,000
square feet floor area per tenant
CUP CUP CUP --- CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
RETAIL
General retail, except with any of the following
features
P P P P P (2) ---
• Floor area over 20,000 per tenant CUP CUP P --- CUP ---
Artisan/craft product – limited on-site
production
CUP CUP CUP --- CUP ---
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Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
Eating establishments P P P P P (2) ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
SERVICE GENERAL
Banquet facility/catering-sub. to 41.199.1(a)
through (d)
CUP CUP CUP CUP
(1)
CUP ---
Day care center P (3) P (3) P P CUP CUP
Adult day care center-subject to 41.199.2 of the
SAMC
P (3) P (3) P P P ---
Hotel, excludes transient residential hotel and
long-term stay
P P P P --- ---
Personal services P P P P P (2) P (2)
Personal services - restricted --- --- CUP CUP CUP ---
Pet day care facility CUP CUP CUP CUP CUP ---
Tattoo/Body Art Establishments - subject to
41.199.3 of the SAMC
P P P P --- ---
Craft and specialized automotive restoration
service
--- P P P CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
BUSINESS-FINANCIAL-PROFESSIONAL-TECHNOLOGY
Bank, financial services P P P P --- ---
Business support service P P P P P (2) P (2)
Clinic, urgent care --- --- CUP P --- ---
Doctor, dentist, chiropractor, etc., office P (1) P (1) P (1) P --- ---
Laboratory – medical – analytical --- P (1) P (1) P CUP ---
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Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
Media production – office or storefront type (no
soundstage)
P P P (1) --- P ---
Professional / administrative/service office P (1) P (1) P (1) P P (2) P (2)
Research and development P (3) --- P (3) --- CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
TRANSPORTATION, COMMUNICATION, INFRASTRUCTURE
Helistops CUP CUP --- --- --- ---
Parking facility - public or commercial, inclusive
of ancillary recharging spaces for electric
vehicles
P P P P --- ---
Transit station or terminal CUP --- --- CUP --- ---
Public utility structure, excluding wireless
communication facilities
--- --- --- --- CUP ---
Table 2A – Use Standards
Land Use Type Permit Required by Zone
TV DT UC CDR UN-2 UN-1
MISCELLANEOUS
Any structure over four (4) stories in height SPR SPR SPR SPR SPR ---
Businesses operating between 12 and 7 am CUP CUP CUP CUP CUP CUP
Alcoholic beverage sales or consumption CUP CUP CUP CUP CUP ---
Expansion of existing, legally established self-
storage facility
--- --- --- --- CUP ---
Drive-thru facility --- --- --- --- --- ---
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Section 10. Section 41-2008 (Operational Standards) of Chapter 41 of the Santa
Ana Municipal Code is hereby amended to read as follows:
“Sec. 41-2008. Operational Standards for Permitted Uses. Section 41-2008 outlines the
general operational standards applicable to all permitted or conditionally permitted
nonresidential uses listed in Table 2A-Use Standards of Section 41-2007 (Uses
Permitted).
(a) All property shall be maintained in a safe, sanitary and attractive condition
including, but not limited to, structures, landscaping, parking areas, walkways, and
trash enclosures.
(b) All business activities shall be conducted and located within an enclosed building,
except as allowed by Section 41-195 of the SAMC and except that the following
business activities may be conducted outside of an enclosed building:
(1) Newsstands
(2) Flower Stands
(c) There shall be no manufacturing, processing, compounding, assembling or
treatment of any material or product.
(d) There shall be no work inside of a structure that generates noise that exceeds 60
dB CNEL measured at the exterior wall of the individual tenant unit of a structure.
(e) Storage of goods and supplies shall be limited to those sold at retail on the
premises or utilized in the course of business.
(f) Public utility structures, including electric distribution and transmission substations
shall be screened by a solid wall at least eight (8) feet high, except as restricted by
Sections 36-45, 36-46, and 36-47.
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(g) Any activity permitted shall be conducted in such a manner as not to have a
detrimental effect on permitted adjacent uses by reason of refuse matter, noise,
light, or vibration.
(h) Artisan/craft product - limited on site production and research and development
land uses shall require a solid wall or fence not less than eight (8) feet in height
along any rear or side lot line.
(i) All business activities, including, but not limited to, compounding, processing,
packaging or assembly of articles of merchandise and treatment of products shall
be conducted within a completely enclosed building. No ancillary vehicle
maintenance or repair shall be allowed on site.
(j) Loading areas shall not be visible from streets. Loading areas not facing a street
shall be setback at least thirty-five (35) feet from the property line.
(k) No business activity that generates noise or vibration shall be conducted
between 8:00 p.m. and 7:00 a.m. Monday through Friday and 8:00 p.m. and
10:00 a.m. Saturday and Sunday.
(l) Automobile servicing uses including nonconforming establishments, shall comply
with the following operational standards:
(1) No automobile servicing shall be conducted before 7:00 a.m. or after 8:00 p.m.
Monday through Friday and before 10:00 a.m. or after 8:00 p.m. Saturday and
Sunday.
(2) All work shall be conducted inside an enclosed structure.
(3) Outdoor or overnight vehicle storage is not permitted.”
(m) In addition to the operational standards listed above, with the exception of
subsection (c), the following shall apply to nonconforming industrial uses:
(1) The purpose of these operational standards is to protect and improve the living
and working environment, the appearance of the community, reduce or
eliminate nuisance conditions, and minimize the impacts of industrial uses on
adjacent properties.
(2) These standards are in addition to the operational standards established
above, and shall apply to all nonconforming industrial uses, including those
existing industrial uses that become nonconforming at the effective date of any
implementing ordinance.
(3) Land or buildings shall not be used or occupied in a manner creating any
dangerous, injurious, or noxious fire, explosive or other hazard that would
adversely affect the surrounding area.
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(4) If any nonconforming use that operates in an unlawful manner, including but
not limited to: frequent code violations, police calls, or loitering complaints
relating to the nonconforming use; or is not in good standing with the City,
including, but not limited to violations of Chapter 16 of the Santa Ana Municipal
Code or public nuisances as defined and addressed by Chapter 17 of the Santa
Ana Municipal Code will lose its nonconforming status, enabling the City to take
corrective action as it deems appropriate, including initiating a hearing to
consider business license revocation and/or terminating utility services or
connections. For the purposes of this section, “frequent” is defined as more
than one (1) violation, call, or complaint per month during any twelve (12) month
period, and “constant service calls” is defined as more than one (1) service call
per month relating to or arising from the nonconforming use during any twelve
(12) month period.
(5) Enclosed Operations.
a. All business activities, including, but not limited to, compounding,
processing, packaging, or assembly of articles of merchandise
and treatment of products shall be conducted within a completely
enclosed building.
b. No automobile service or repair of any kind shall be allowed
outdoors on site.
(6) Air Emissions and Dust
a. No land use shall generate or cause any visible dust, gases, or
smoke to be emitted into the atmosphere.
b. Uses, activities, and processes shall not operate in a manner that
emit dust, fumes, odors, smoke, or particulate matter, unless
authorized under Federal, State, or local law. Sources of air
emissions shall comply with all rules established by the
Environmental Protection Agency (Code of Federal Regulations,
Title 40), the California Air Resources Board, and the South Coast
Air Quality Management District.
(7) Light, Glare, and Heat
a. No direct or indirect glare or heat, whether from floodlights or from
high-temperature processes (including combustion or welding or
otherwise) shall be visible or felt at the property line.
b. To ensure that industrial development does not create light and
glare nuisances, the following performance standards shall be
observed:
1. Lighting must be shielded, boxed, or directed at a
downward angle so as to minimize the generation of
light and glare and to ensure that there is no spillover
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of light and glare that will impact drivers or pedestrians
on the public streets, on-site activities, and adjoining or
nearby properties.
2. No activity shall be permitted which causes excessive
light and glare to be transmitted or reflected to
surrounding properties at a level resulting in
detrimental impacts to adjacent properties as
determined by the Executive Director of the Planning
and Building Agency, or designee.
c. Light sources shall generally not be permitted in landscaped,
buffer, or setback areas except for those illuminating pedestrian
walkways. Lighting used to illuminate parking areas shall be
designed, located, and installed to be shielded and down-lit and to
reflect away from any nearby residential areas. Lighting for
advertising signs shall not create glare or light which extends to
surrounding properties.
d. No use shall be operated such that significant, direct glare,
incidental to the operation of the use, is visible beyond the
boundaries of the lot where the use is located.
(8) Ground Vibration
a. No use shall generate ground vibration perceptible without
instruments at any point along the property line of the site except
for motor vehicle operations.
b. No vibration shall be produced that is transmitted through the
ground and is discernible without the aid of instruments by a
reasonable person at the property lines of the site. Vibrations from
temporary construction, demolition, and vehicles that enter and
leave the subject parcel are exempt from this standard.
(9) Materials or Waste Storage
a. No material or waste shall be deposited upon a subject parcel in
such form or manner that it may be transferred off the parcel by
natural causes or forces.
b. All materials or wastes which might cause fumes or dust, or which
constitute a fire hazard, or which may be edible by or otherwise be
attractive to rodents or insects shall be stored outdoors only in
closed containers.
(10) Hazardous Materials
a. Land or buildings shall not be used or occupied in any manner so
as to create any fire, explosive or other hazard. All activities
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involving the use or storage of combustible, explosive, caustic, or
otherwise hazardous materials shall comply with all applicable
local, State, and Federal safety standards and shall be provided
with adequate safety devices against the hazard of fire and
explosion, and adequate firefighting and fire suppression
equipment in compliance with City of Santa Ana regulations. The
burning of waste materials in open fires without written approval
of the Fire Department is prohibited.
b. No activities shall be permitted which emit dangerous radioactivity
at any point nor shall electrical disturbances which adversely
affect the operation of any equipment, other than that of the
creator of such disturbances, be allowed.
c. No use, activity or process shall cause electromagnetic
interference with normal radio and television reception, or with the
function of other electronic equipment beyond the property line of
the site in which it is situated. All uses, activities and processes
shall comply with applicable Federal Communications
Commission regulations.
(11) Liquid and Solid Waste
a. Liquid or solid wastes discharged from the premises shall be
properly treated prior to discharge so as not to contaminate or
pollute any watercourse or groundwater supply or interfere with
bacterial processes in sewage treatment.
b. The disposal or dumping of solid wastes, such as slag, paper and
fiber wastes, or other industrial wastes, is prohibited.
c. Wastes shall be handled and stored so as to prevent nuisances,
health, safety, and fire hazards, and to facilitate recycling subject
to the review and oversight of the Fire Department. Closed
containers shall be provided and used for the storage of any
materials which by their nature are combustible, volatile, dust, or
odor producing or edible or attractive to rodents, vermin, or
insects.
(12) Site Maintenance. All industrial land uses shall be maintained in compliance with
Chapter 16 of the Santa Ana Municipal Code and not constitute public nuisances
as defined and addressed by Chapter 17 of the Santa Ana Municipal Code at all
times and consistent with project conditions of approval (if applicable).
(13)Truck Parking and Loading
a. All truck parking areas must be on paved surfaces. The parking,
loading or unloading of trucks associated with a business on public
streets is prohibited.
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b. Trucks idling is prohibited.
c. All truck parking and loading areas shall be maintained in good
condition as determined by the City. Annual inspections may be
conducted by the City to ensure compliance. Any violation or failure
to comply with any of the requirements of this Chapter shall be
deemed a nuisance.
Section 11. Section 41-2080 (Definitions) of Chapter 41 of the Santa Ana
Municipal Code is hereby amended to read as follows:
“Sec. 41-2080 - Definitions
(a) The words and phrases, shall be construed as defined in this Article, unless from
the context a different meaning is intended or unless a different meaning is
specifically defined and more particularly directed to the use of such words or
phrases. The words used in the present tense include the future tense, and words
in the singular number include the plural number. If any of the definitions in this
section conflict with definitions in Chapter 41 of the Santa Ana Municipal Code
(SAMC), these definitions shall control for the purposes of this Article. If any term
herein is not defined by this subsection, the definitions contained within Division 2
(Definitions) of Article I of Chapter 41 of the SAMC shall apply.
(1) Access (Direct): The physical pedestrian entrance to a unit that is provided
directly from the street or courtyard. Also described as walk-up access.
(2) Access (Point): The physical pedestrian entrance to a unit that is provided
through a common space, such as a lobby or corridor that connects directly to
the street or courtyard. Also described as non-walk-up access.
(3) Accessory Structure: An accessory structure or building is a detached building
or structure, or part of a building or structure, which is incidental or subordinate
to the main building, structure or use on the same lot or parcel of land, without
cooking facilities (e.g., storage shed, garage, gazebo), and is used exclusively
by the occupant of the main building.
(4) Alley: An alley is any public or private thoroughfare for the use of pedestrians
or vehicles, not less than ten (10) feet nor more than thirty (30) feet in width,
and is intended for service and only a secondary means of access to abutting
properties.
(5) Arcade: see ‘Frontage Types’
(6) Artisan/craft product - limited on-site production: A specialized commercial
facility with a retail-facing operation open to the public. Products are typically
made by hand or with a restricted level of automation demonstrating an artistic
skill. On-site production of artisan/craft product activities include design,
production, processing, printing, assembly, treatment, testing, repair, and
packaging, as well as any incidental storage. Typical artisan/craft products
include, but are not limited to, electronics, food products, furniture-making,
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beverages, leather products, clocks and watches, jewelry, clothing/apparel,
metal work, furniture and fine woodworking, glass, ceramics, paper and paper
products, soaps, perfumes, and lotions, together with ancillary training and/or
educational program activities.
(7) Attic: The area found directly below the roof of a building and the ceiling of the
top floor. The attic shall be an uninhabitable area.
(8) Automobile repair: Automobile repair is the repair of motor vehicles, including
the repair or replacement of engines and transmissions, body and fender
repair, and the installation of non-factory installed products except those
permissible through automobile servicing as defined herein.
(9) Automobile service or automobile servicing: Automobile service or automobile
servicing is the servicing and minor repair of motor vehicles, including the
replacement of belts, hoses, batteries, tires, shock absorbers, oil and air filters,
chassis lubrication, air conditioning servicing, wheel alignments, replacement
of brake pads, and engine tune-ups.
(10) Bank, financial institution: An establishment for the custody, loan, exchange
or issue of money, for the extension of credit, and for facilitating the
transmission of funds. Excludes check cashers as defined by California Civil
Code section 1789.31.
(11) Basement: That portion of a building between floor and ceiling which is either
totally or partly below grade and in compliance with the definition of basement
established in the California Building Code (CBC).
(12) Block: An area of land within a subdivision which area is entirely bounded by
streets, highways or ways, excepts alley and the exterior boundary of the
subdivision.
(13) Building Height: The vertical extent of a building measured in stories to the
eave of the highest story, not including a basement or an attic. Height limits
do not apply to masts, belfries, clock towers, steeples, equipment screening,
chimney flues, and similar structures. Building height shall be measured from
the average grade of the fronting thoroughfare curb level.
(14) Building Placement: The maximum horizontal envelope available for placing
a building on a lot.
(15) Building Type: A structure defined by the combination of configuration and
placement. The building types used in this Article are listed below:
a. Bungalow Court: A configuration of freestanding single units arranged
around a common, shared courtyard that is wholly open to the street. The
individual buildings are arranged next to each other to form the bungalow
court building type.
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b. Courtyard Housing: A building type consisting of residences that can be
arranged in four possible configurations: townhouses, townhouses over
flats, flats, and flats over flats. The structures are arranged next to each
other, on one or more courts that are partly or wholly open to the street.
c. Duplex, Triplex, and Quadplex: Multiple dwelling forms that are
architecturally presented as large single-family houses in their typical
neighborhood setting.
d. Flex Block: A building generally of a single massing element, designed for
occupancy by retail, service, or office uses on the ground floor, with upper
floors also configured for those uses or for residences.
e. House: A structure occupied by a single household that also accommodates
commercial and office uses as allowed.
f. Hybrid Court: A building that combines the point-access portion of the
stacked dwelling building type (double-loaded corridor element) with the
walk-up portion of the courtyard housing building type.
g. Lined Block: A building that conceals a public garage or other faceless
building that is designed for occupancy by retail, service, or office uses on
the ground floor, with upper floors also configured for those uses or for
residences.
h. Live/Work: An integrated residence and working space, occupied and
utilized by a single household in an arrangement of at least 3 such
structures or 1 multiple structure with a least 3 units arranged side by side
along the primary frontage, that has been designed or structurally modified
to accommodate joint residential occupancy and work activity.
i. Rowhouse: An individual structure on a parcel with a private rear yard and
individual garage accessed from an alley. Such structure shall be developed
in an arrangement of at least 3 such structures along the primary frontage.
Or, a structure of at least 3 attached townhouse unit types arranged side by
side with a private rear yard and individual garage accessed from an alley
along the primary frontage.
j. Stacked Dwellings: A building of single-floor or multi-floor residences of
similar configuration either above or below that are stacked.
k. Tower-on-Podium: A multi-level building organized around a central core
with the first two to five floors expressed as a podium building.
l. Tuck-Under Housing: An individual structure on a parcel with no rear yard,
where its garage is tucked under the rear of the house and accessed from
an alley. Such structure shall be developed with at least four such individual
structures, or a structure of at least four attached townhouse units types
arranged side by side along the primary frontage.
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(16) Bungalow Court: See 'Building Types'
(17) Business support service: a commercial establishment that provides services
to other businesses including maintenance, repair and service, testing, rental,
etc. including the following examples:
a. Computer-related services (rental/repair)
b. Copying and quick printing services
c. Film processing and photofinishing (retail)
d. Graphic design services
e. Mailing and mail box services
f. Security systems services
(18) Clinic, Urgent Care: A facility other than a hospital where medical, mental
health, surgical or other personal health services are provided on an outpatient
basis, including incidental medical laboratories. Examples of these uses
include:
a. Medical offices with five or more licensed practitioners or medical
specialties
b. Out-patient care facilities, urgent care facilities.
c. Counseling services by other than medical doctors or psychiatrists are
included under "Offices - Professional/Administrative."
(19) Community Assembly: Group gatherings conducted indoors such as
synagogues, mosques, temples, churches, community centers, bingo halls,
private clubs, fraternal, philanthropic and charitable organizations and lodges.
(20) Commercial Recreation Facility - Indoor: Establishments providing indoor
amusement and entertainment services for a fee or admission charge,
including:
a. Bowling alleys, tossing or throwing games, indoor sports
b. Coin-operated amusement arcades
c. Electronic game arcades (video games, etc.),
d. Pool, billiards, escape room, mystery games
e. Skating sports (ice, roller, board)
This use does not include adult businesses. Four or more electronic games or coin-
operated amusements in any establishment, or a premises where 50 percent or
more of the floor area is occupied by amusement devices, are considered an
electronic game arcade as described above; three or fewer machines are not
considered a land use separate from the primary use of the site.
Ancillary uses including meeting rooms, snack bars, and equipment rental or sales
are permitted within an indoor recreation facility, provided that the gross floor area
of the ancillary use does not exceed twenty percent (20%). Ancillary uses shall
operate in conjunction with the primary recreation use, and shall maintain the same
or fewer hours of operation.
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(21) Commercial Frontage: The non-residential frontage of a building. Non-
residential activities subject to city approval are allowed within this space,
which must be at least 25 feet in depth. These spaces are limited to the first
floor and as such, have different building requirements than upper floors (e.g.,
large storefront windows, signage, etc.).
(22) Courtyard Housing: See 'Building Types'
(23) Craft and specialized automotive restoration service: A specialized business
or commercial enterprise occurring inside of a fully-enclosed structure that
focuses on repairing and restoring older cars, often considered "collector
cars" as defined by the State; which includes (1) a vehicle model 35+ years
old, (2) a vehicle model 25+ years old with historic plates, or (3) a vehicle
model classified as a special interest vehicle. Such restoration services return
these types of vehicles to their original condition, including mechanical
components, paint and bodywork, and interior, aiming to preserve their
historical authenticity and aesthetic appeal.
(24) Doctor, dentist, chiropractor, etc. office: A facility other than a hospital where
medical, dental, mental health, surgical, and/or other personal health care
services are provided on an outpatient basis, and that accommodates no
more than four licensed primary practitioners (for example, chiropractors,
medical doctors, psychiatrists, etc., other than nursing staff) within an
individual office suite.
(25) Duplex, Triplex and Quadplex: See 'Building Types'
(26) Dwelling Unit Types:
a. Apartment: A rental version of a Flat, Loft, or Townhouse.
b. Condominium: An ownership version of a Flat, Loft or Townhouse
c. Flat: A single-story unit.
d. Loft: A double-story height unit with a mezzanine.
e. Townhouse: A two to three-story unit.
(27) Elevation (Building): The exterior walls of a building. Also referred to as
'Facade' when the elevation is along a frontage line.
(28) Entrance (Main or Primary): The principal point of access of pedestrians to a
building. In the support of pedestrian activity, the main or primary entrance
should be oriented to the frontage rather than to the parking.
(29) Facade: The exterior wall of a building that is set along a frontage line.
Facades support the public realm and are subject to frontage requirements
additional to those required of elevations.
(30) Flex Block: See 'Building Types'
(31) Forecourt: See ‘Frontage Types’
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(32) Frontage Line: Those lot lines that coincide with a public street line. One shall
be designated as the Principal Frontage Line. Facades along Frontage Lines
define the public realm and are therefore more highly regulated than the
elevations that coincide with other lot lines. Frontage lines are subject to the
urban standards, architectural standards, signage standards, and subdivision
standards.
(33) Frontage Type: The architectural element of a building between the public
right- of-way and the private property associated with the building. Frontage
Types combined with the public realm create the perceptible streetscape. The
following frontage types used in this Article are listed below:
a. Arcade: A facade with an attached colonnade, that is covered by upper
stories. This frontage type is ideal for retail use, but only when the
sidewalk is fully absorbed within the arcade so that a pedestrian cannot
bypass it. For Building Code considerations, this frontage type cannot
cover the public right- of-way.
b. Forecourt: A semi-public exterior space partially within the shopfront,
gallery or arcade frontage that is partially surrounded by a building and
also opening to a thoroughfare forming a court. The court is suitable for
gardens, outdoor dining, vehicular drop-off and utility off-loading.
c. Front yard / Porch: A common frontage type associated with single family
houses, where the facade is set back from the right of way with a front
yard. A porch may also be appended to the facade. A fence or wall at the
property line may be used to define the private space of the yard. The
front yard may also be raised from the sidewalk, creating a small retaining
wall at the property line with entry steps to the yard.
d. Gallery: A colonnade that is attached to storefronts and projects over the
sidewalk.
e. Shopfront: A facade placed at or close to the right-of-way line, with the
entrance at sidewalk grade. This frontage type is conventional for retail
front- age and is commonly equipped with cantilevered shed roof(s) or
awning(s). Recessed storefronts are also acceptable. The absence of a
raised ground floor precludes residential use on the ground floor facing
the street, although such use is appropriate above.
f. Stoop: An elevated entry porch that corresponds directly to the building
entry, with stairs placed close to the frontage line on a building with the
ground story elevated from the sidewalk, securing privacy for the windows
and front rooms. This type is suitable for ground-floor residential uses with
short set- backs. This type may be interspersed with the shopfront
frontage type. A porch or shed roof may also cover the stoop.
(34) Front yard/Porch: See 'Frontage Types'
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(35) Gallery: see ‘Frontage Types’
(36) General Retail: Stores and shops selling many lines of merchandise.
Examples of these stores and lines of merchandise include:
a. Art galleries, retail
b. Art supplies, including framing services
c. Bicycles,
d. Books, magazines, and newspapers
e. Cameras and photographic supplies
f. Clothing, shoes, and accessories
g. Department stores
h. Drug stores and pharmacies
i. Dry goods
j. Fabrics and sewing supplies
k. Florists and houseplant stores with indoor sales only
l. Furniture and home décor stores
m. Hardware and building supply stores
n. Hobby materials
o. Jewelry
p. Luggage and leather goods
q. Musical instruments (small), parts and accessories, large instruments are
under “Furniture, Furnishings, and Appliance Store”
r. Orthopedic supplies
s. Small wares
t. Specialty shops
u. Sporting goods and equipment
v. Stationery
w. Toys and games
x. Variety stores
y. Videos, DVDs, records, CDs, including rental stores
General retail does not include the following:
a. Adult business as defined in section 41-1701.6 of the SAMC, antique or
collectible stores, furniture, furnishings and appliance stores, medical
marijuana dispensaries or second-hand stores.
b. Sheet metal shops, body-fender works, automobile paint shops, repair
garages, and any activity which includes the processing, treatment,
manufacturing, assembling or compounding of any product, other than
that which is clearly and traditionally incidental and essential to a particular
retail activity.
c. Any use which is more specifically identified as a permitted use or as a
use which may be permitted subject to the issuance of a conditional use
permit or land use certificate in one or more use districts pursuant to this
code.
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(37) Ground Floor/ Footprint: The area resulting from the application of building
placement and open space requirements and as further articulated by
particular building design. In calculating the area, only the conditioned floor
space shall be counted for purposes of calculating allowable upper floor area,
the area occupied by zaguans shall be counted as "ground floor/footprint."
(38) Ground Floor Residential: Dwellings with their primary entrance and
habitable space at grade.
(39) Health and Fitness: A commercial establishment providing facilities for
aerobic exercises, running and jogging, exercise equipment, game courts,
swimming facilities, and saunas, showers and lockers. Health and fitness
facilities may also provide for instruction programs and classes, such as
martial arts, yoga where lockers and showers are provided.
(40) Hotel (land use): A facility offering lodging accommodations, as defined and
regulated by the SAMC, to the general public and which may include
additional facilities and services, such as restaurants, meeting rooms,
entertainment, personal services and recreational facilities.
(41) House: See 'Building Types'
(42) House Scale: Multi-family building form that is derivative of and compatible
with surrounding single-family houses and that can be applied in 1 to 4 direct-
access assemblies of units to form larger buildings from duplex up to and
including Courtyard Housing.
(43) Hybrid Court: See 'Building Types'
(44) Laboratory- medical-analytical: A place equipped for experimentation or
observation in a field of study, or devoted to the application of scientific
principles in testing and analysis. Quantities of biological or hazardous
materials used in situ, shall be limited to those quantities established by the
fire department
(45) Lined Block: See 'Building Types'
(46) Live/Work: See 'Building Types'
(47) Lot Width: The frontage of a parcel which is used to identify the parcel for
street address purposes.
(48) Media production: An establishment dedicated to the production of visual
and audio mass media, including television, films, videos, video games,
mobile devices, internet and digital interactive media, but excludes
magazines, newspapers, and periodicals.
(49) Mixed-Use Building: A structure lawfully containing residential and non-
residential uses.
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(50) Multi-Family Building: A residential structure lawfully containing two or more
dwelling units.
(51) Net Developable Area: The private area defined by blocks which is not to
remain for public uses such as Plazas, Greens, Squares, Thoroughfares or
Streetscapes.
(52) Nonconforming Industrial Use: A nonconforming use as defined in Section
41-126 of the SAMC that was established on any parcel or within any building
located within the boundaries of SD-84 established by this Article that is listed
in the uses permitted or uses permitted subject to a conditional use permit of
Division 18. M-1 (Light Industrial) or Division 19. M-2 (Heavy Industrial) of this
Chapter but that are no longer permissible through amendment to this Article.
The terms “nonconforming use” and “legal nonconforming use” have the
same meaning in the implementation of this Article.
(53) Noxious Use: A nonconforming industrial use that is located within one
thousand (1,000) linear feet of a public park, school (K-12) as defined by
Section 11362.768 of the Health and Safety Code, or property used or zoned
for residential purposes whose primary business operations involve any two
(2) or more of the following:
a. Emitting, generating, or discharging of particulate materials; exhausting
emissions; or handling, storing, emitting or discharging regulated
compounds, hazardous materials, chemicals, or substances;
b. Operations that are regulated by and require a permit from a federal, state,
or regional agency;
c. Storing, processing, or disposing of listed or hazardous waste; or
d. Operations that are not contained within a fully enclosed building.
(54) Office: These do not include medical offices (see Clinic, Urgent Care," and
"Doctor, dentist, chiropractor, etc. office.")
a. Service. Establishments providing direct services to consumers.
Examples of these uses include employment agencies, insurance agent
offices, real estate offices, travel agencies, utility company offices, elected
official satellite offices, etc. This use does not include "Bank, Financial
Services," which is separately defined.
b. Administrative. Office-type facilities characterized by high employee
densities, and occupied by businesses engaged in information
processing, and other computer-dependent or telecommunications-based
activities. Examples of these uses include:
1. airline, lodging chain, and rental car company reservation centers, not
including retail travel agencies
2. computer software and hardware design and development
3. consumer credit reporting
4. data processing services
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5. health management organization (HMO) offices where no medical
services are provided
6. insurance claim processing
7. mail order and electronic commerce transaction processing
8. telecommunications facility design and management
9. telemarketing
c. Professional. Office-type facilities occupied by businesses that provide
professional services, or are engaged in the production of intellectual
property. Examples of these uses include:
1. accounting, auditing and bookkeeping services
2. advertising agencies
3. attorneys
4. business associations, chambers of commerce
5. commercial art and design services
6. construction contractors (office facilities only)
7. counseling services
8. court reporting services
9. detective agencies and similar services
10. design services including architecture, engineering, landscape
architecture, urban planning
11. educational, scientific and research organizations
12. financial management and investment counseling
13. literary and talent agencies
14. management and public relations services
15. media postproduction services
16. news services
17. photographers and photography studios
18. political campaign headquarters
19. psychologists
20. secretarial, stenographic, word processing, and temporary clerical
employee services
21. security and commodity brokers
22. writers and artists offices
(55) Paseo: a public place or path designed for walking; promenade.
(56) Pedestrian First: The practice of addressing the needs of people, once out
of their automobiles, through a series of interdependent urban design and
streetscape principles (e.g., wide sidewalks, street trees and shade, on-street
parking, outdoor dining, inviting storefronts, the feeling of being in an ‘outdoor
room’, short cross- walk distances, interconnected and short blocks).
(57) Pedestrian Shed: An area defined by the average distance that may be
traversed at an easy pace from its edge to its center in approximately 5
minutes. This distance is used to determine the size of a neighborhood. This
dimension averages one quarter of a mile or approximately 1,400 feet for
generally flat terrain.
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(58) Personal Services: Establishments providing non-medical services to
individuals as a primary use. Examples of these uses include:
a. barber, nail salons and beauty shops
b. clothing rental
c. dry cleaning pick-up stores with limited equipment
d. home electronics and small appliance repair
e. locksmiths
f. pet grooming with no boarding
g. shoe repair shops
h. tailors
These uses may also include accessory retail sales of products related to the
services provided.
(59) Personal Services - Restricted: Personal services that may tend to have a
blighting and/or deteriorating effect upon surrounding areas and which may
need to be dispersed to minimize their adverse impacts. Examples of these
uses include:
a. laundromats (self-service laundries). Laundromats shall comply with the
development and performance standards set forth in Section 41-199.
b. massage establishments (licensed, therapeutic) as defined on Section 41-
1751 of the SAMC. Massage establishments shall comply with Article
XVII.I of Chapter 41 of the SAMC.
c. Pawnshops.
(60) Pet day care facility: Establishment offering daily, without overnight, care to
a customer’s personal canine or feline pets. Grooming and educational
training may be allowed as an ancillary use within the establishment. Does
not include veterinary care or treatment, hospitalizations, or long-term
boarding of pets.
(61) Planter: The layer of the streetscape which accommodates street trees.
Planters may be continuous or individual according to the Thoroughfare and
location within the neighborhood.
(62) Podium: A continuous raised platform supporting a building, or a large block
of two or three stories beneath a multi-layer block of a smaller area.
(63) Porch: see ‘Frontage Types’
(64) Primary Use: A primary use is the principal and dominant activity that the
business is devoted to, distinguishing it from a secondary or ancillary use as
defined in Section 41-13.5 of the SAMC.
(65) Private Frontage: The privately held layer between the frontage line and the
principal building facade. The structures and landscaping within are held to
specific standards. The variables of Private Frontage are the depth of the
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setback and the combination of architectural elements such as fences,
stoops, porches and galleries. These elements influence social behavior in
the public realm. The Frontage layer may overlap the public streetscape in
the case of awnings, Galleries and Arcades.
(66) Research and Development: A facility where creative work is undertaken
on a systematic basis in order to increase the stock of knowledge generally
in the fields of medicine, scientific instruments, safety- critical mechanism or
high technology. These facilities may include pilot plant operations as an
ancillary use, which shall not exceed 25 percent of the floor area. A facility
providing full scale production shall be deemed a manufacturing use and shall
be prohibited.
(67) Rowhouse: See 'Building Types'
(68) Setback: The area of a lot measured from a lot line to a building facade or
elevation that must be maintained clear of permanent structures excepting
galleries, fences, garden walls, arcades, porches, stoops, balconies, bay
windows, and terraces which are permitted to encroach into the setback
subject to the standards established in Division 3 of this Article.
(69) Shared Parking (Park-Once Policy): An accounting for parking spaces that
are avail- able to more than one function. The requirement is based on a
range of parking- demand found in mature, mixed-use centers. The Shared
Parking ratio varies according to multiple functions in close proximity unlikely
to require the spaces at the same time. This approach to parking uses the
following types of parking in combination to achieve a balanced and
distributed supply of parking: off-street (surface lots and garages), on-street
(parallel and diagonal).
(70) Shopfront: see ‘Frontage Types’
(71) Stacked Dwellings: See 'Building Types'
(72) Stoop: see ‘Frontage Types’
(73) Story: A habitable level within a building from finished floor to finished
ceiling: Attics and basements, as defined by the California Building Code
(CBC) are not considered a story for the purposes of determining building
height and are subject to the applicable requirements of this code and the
CBC, except for when the finished floor level directly above a basement or
cellar is more than six feet above grade, such basement or cellar shall be
considered a story
(74) Streetscape: The urban element that provides the major part of the public
realm as well as paved lanes for vehicles. A streetscape is endowed with two
attributes: capacity and context. Capacity is the number of vehicles that can
move safely through a segment within a given time period. It is physically
manifested by the number of lanes and their width, and by the curb radius.
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(75) Studio: A workplace of one or more individuals who are engaged in the
production of art, such as fine and fiber arts, lithography, calligraphy,
photography, music, dance and the performing arts. Galleries, not to exceed
50 percent of the floor area, are permitted as an ancillary use. Any regulated
use, as defined on Sec 41-191 of the SAMC is not allowed. Uses meeting the
definition of artisan/craft product manufacturing shall be deemed an
artisan/craft product manufacturing use.
(76) Tandem Parking Stall: Two or more parking spaces arranged one behind
the other.
(77) Thoroughfare: A vehicular way incorporating moving lanes and parking
lanes (except alleys/lanes which have no parking lanes) within a right-of-way.
(78) Tower-on-Podium: See 'Building Types'
(79) Trade school: A school consisting of vocational educational programs for
students to be trained in the fields related to healthcare, technology, legal
services, and professional trades.
(80) Traffic-Calming: A set of techniques which serves to reduce the speed of
traffic. Such strategies include lane-narrowing, on-street parking, chicanes,
yield points, sidewalk bulge-outs, speed bumps, surface variations, mid-block
deflections, and visual clues. Traffic calming is a retrofit technique
unnecessary when thoroughfares are correctly designed for the appropriate
speed at initial construction.
(81) Transect: A system of classification deploying the conceptual range of
‘rural-to- urban’ to arrange in useful order, the typical context groupings of
natural and urban areas. This gradient, when rationalized and subdivided into
zones becomes the basis of the Regulating Plan and the 9 zones supporting
this Plan.
(82) Transit-Oriented Development: A remedial pattern within a loose urbanized
area. Its structure creates nodes at an efficient spacing for commuter or light
rail. These nodes are mixed-use areas limited in extent by walking distance
to the transit stop. These nodes are usually surrounded by a residential
hinterland, structured as neighborhood T.O.D.’s connected by a feeder bus
system.
(83) Transition Line: A horizontal line, the full width of a facade expressed by a
material change or by a continuous horizontal articulation such as a cornice
or a balcony.
(84) Tuck-under Housing: See 'Building Types'
(85) Zaguan: A covered pedestrian passage between courts of one to two rooms
in depth and one story in height.”
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Section 12. Any section or subsection of this Article, Article XIX (The Transit
Zoning Code, Specific Development No. 84) that is not reprinted or modified by this
ordinance is hereby unamended.
Section 13. Any provision of the Santa Ana Municipal Code (SAMC) or
appendices thereto found inconsistent with the provisions of the Ordinance, only to the
extent of such inconsistencies and no further, are hereby repealed or modified to that
extent necessary to affect the provisions of this Ordinance, inclusive of corrections for
typographical error, and shall be considered the same as if adopted at the time of this
Ordinance.
Section 14. If any section, subsection, sentence, clause, phrase or portion of this
ordinance is for any reason held to be invalid or unconstitutional by the decision of any
court of competent jurisdiction, such decision shall not affect the validity of the remaining
portions of this ordinance. The City Council of the City of Santa Ana hereby declares that
it would have adopted this ordinance and each section, subsection, sentence, clause,
phrase or portion thereof irrespective of the fact that any one or more sections,
subsections, sentences, clauses, phrases, or portions be declared invalid or
unconstitutional.
Section 15. This Ordinance shall become effective thirty (30) days after its
adoption. Upon the effective date of this Ordinance, Ordinance Nos. NS-3063 and NS-
3064 shall be automatically repealed and rescinded as of that date.
Section 16. The Clerk of the Council shall certify the adoption of this ordinance
and shall cause the same to be published as required by law.
ADOPTED this _______ day of ___________, 2025.
________________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM
Sonia R. Carvalho, City Attorney
By: _________________________
Melissa M. Crosthwaite
Senior Assistant City Attorney
AYES: Councilmembers: __________________________________
NOES: Councilmembers: __________________________________
ABSTAIN: Councilmembers: _________________________________
City Council 20 – 92 6/17/2025
Ordinance No. NS-XXX
Page 39 of 47
NOT PRESENT: Councilmembers: _________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, ____________________, City Clerk, do hereby attest to and certify that the
attached Ordinance No. NS-_______ to be the original ordinance adopted by the
City Council of the City of Santa Ana on ___________________, 2025 and that
said ordinance was published in accordance with the Charter of the City of Santa
Ana.
Date: ______________________ ________________________________
Jennifer L. Hall
City Clerk
City of Santa Ana
City Council 20 – 93 6/17/2025
Ordinance No. NS-XXX
Page 40 of 47
EXHIBIT “A”
A. On April 19, 2022, The City adopted an Amended General Plan. The
Amended General Plan became effective on May 26, 2022 and adopted a
new Land Use Plan for the City and established new land use designations
and policies for development of the City.
B. On April 16, 2024, the City Council passed an Urgency Ordinance to adopt
a 45-day moratorium on the approval, commencement, establishment,
relocation, or expansion of industrial uses within the Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District (Moratorium
Ordinance”). No. NS-3063. The purpose of the moratorium was to
immediately protect the public health, safety, and welfare of residents and
businesses from incompatible industrial uses that cause a significant
pollution burden to adjacent residential neighborhoods within the SD84
Zoning District.
C. On May 7, 2024, the City Council issued and file a Council report to the
public, pursuant to Section 65858(d) of the California Government Code,
describing the City’s measures to alleviate conditions that led to the
adoption of Urgency Interim Ordinance No. NS-3063, on April 16, 2024,
regarding a 45-day moratorium on the approval, commencement,
establishment, relocation, or expansion of industrial uses within Specific
Development No. 84 (the Transit Zoning Code).
D. On May 21, 2024, the City Council adopted an extension of the Moratorium
Ordinance for an additional ten (10) months and fifteen (15) days pursuant
to the California Government Code, Section 65858. The extension was
necessary to allow sufficient time for staff to continue with conduct research
of appropriate regulations, and coordinate with outside regulatory agencies
and City departments to develop appropriate zoning regulation to address
the impacts of industrial development in the SD84 Zoning District.
E. The Planning and Building Agency routinely reviews its ordinances to
incorporate best practices, reflect changes to State law, and address
community needs.
F. In adopting the Moratorium on April 16, 2024, the City Council of the City of
Santa Ana established the following findings, all of which below remain true,
applicable and necessary to support the adoption of Zoning Ordinance
Amendment (ZOA) No. 2024-02 amending certain portions of Chapter 41
(Zoning) of the Santa Ana Municipal Code, Article XIX. The Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District:
1. The Transit Zoning Code (TZC), located in the central core of Santa Ana,
comprises approximately 450 acres, encompasses the Logan, Lacy,
and Downtown neighborhoods, and was adopted by the City Council on
June 7, 2010, and amended on July 16, 2019; and
City Council 20 – 94 6/17/2025
Ordinance No. NS-XXX
Page 41 of 47
2. Upon the initial adoption of the TZC in 2010, the General Plan of the City
of Santa Ana was updated with new land use designations for the areas
covered by the TZC to allow for new, mixed-use residential and
commercial communities; and
3. The goals of the TZC are to provide a transit-supportive, pedestrian-
oriented development framework to support the addition of new, and
enhancement of existing communities through, transit infrastructure; to
preserve and reinforce the existing character and pedestrian nature of
the City by strengthening urban form through improved development
and design standards; to encourage alternative modes of transportation;
to provide zoning for the integration of new infill development into
existing neighborhoods; to provide for a range of housing options; and
to allow for the reuse of existing structures; and
4. Industrial uses were established within the Logan and Lacy
neighborhoods in close proximity to sensitive land uses such as
residences and schools prior to the adoption of the TZC, as far back as
the late 19th century, predating modern zoning practices that take into
account irreconcilable land use conflicts among variegated land uses;
and
5. The TZC provides new mixed-use zoning for properties contained within
its boundary while creating industrial overlay zones allowing properties
being used as industrial uses at the time of its adoption to continue to
be governed by industrial zoning districts until such time that properties
were developed or improved to the mixed-use zones allowed by the
TZC; and
6. Senate Bill (SB) 1000 went into effect in 2018, requiring local
governments to identify environmental justice communities, called
“disadvantaged communities”, in their jurisdictions and address
environmental justice in their general plans through facilitating
transparency and public engagement in the planning and decision-
making processes, reducing harmful pollutants and the associated
health risks in disadvantaged communities, and promoting equitable
access to health-inducing benefits such as healthy housing options; and
7. The City of Santa Ana completed a comprehensive update of its General
Plan in April 2022; and
8. The Office of the Attorney General of the State of California was actively
involved in ensuring Santa Ana’s General Plan update complied with all
aspects of SB 1000 prior to its adoption; and
9. As required by SB 1000, update of the General Plan and its associated
land use plan identified and addressed long standing environmental
justice issues throughout all its elements, which include 77
implementation actions aimed at reducing harmful pollutants and
associated health risks in disadvantaged communities; and
City Council 20 – 95 6/17/2025
Ordinance No. NS-XXX
Page 42 of 47
10. Numerous policies of the General Plan are inconsistent with the present,
irreconcilable land use pattern of the TZC. Specifically, these policies
include Policy LU-1.1 (Compatible Uses), Policy LU-2.4 (Cost and
Benefit of Development), Policy LU-3.8 (Sensitive Receptors), Policy
LU-3.9 (Noxious, Hazardous, Dangerous, and Polluting Uses), Policy
LU-3.11 (Air Pollution Buffers), Policy LU-4.3 (Sustainable Land Use
Strategies), Policy LU-4.6 (Healthy Living Conditions), Policy CM-3.2
(Healthy Neighborhoods), Policy EP-1.9 (Avoid Conflict of Uses), Policy
EP-3.3 (Mitigate Impacts), Policy CN-1.5 (Sensitive Receptor
Decisions), Policy CM-.2 (Healthy Neighborhoods), and Policy HE-5.5
(Community Development), which are targeted at correcting past land
use planning practices that have placed an unequitable environmental
and health burden on certain neighborhoods now termed disadvantaged
communities; and
11. The industrial overlay zones in the TZC perpetuate past planning
practices of locating industrial uses, or other noxious and unwanted
uses, in close proximity to communities of color; and
12. The Logan neighborhood is the oldest Mexican and Mexican-American
neighborhood in Santa Ana and one of the oldest in Orange County, and
one of the few places where Mexicans and those of Mexican descent
were allowed to buy land due to restrictions and covenants based on
race during the first half of the 20th century; and
13. The construction of Santa Ana (I-5) Freeway through Santa Ana in the
1950s resulted in many families being displaced through the demolition
of single-family homes in the northeastern portion of the Logan
neighborhood; and
14. In the 1970s, a proposed expansion of an arterial highway along Civic
Center Avenue would have demolished a significant portion, if not all, of
the Logan neighborhood; and
15. The Logan and Lacy neighborhoods are within the second and third
highest scored census tracts in Santa Ana, each with a composite score
of 90 percent or greater, ranking in the 90th percentile or greater of
census tracts in the State, and identified as “disadvantaged
communities” by the Office of Environmental Health Hazard Assessment
(OEHHA) in its CalEnviroScreen model; and
16. Assembly Bill (AB) 686 requires local jurisdictions to take deliberate
actions to explicitly address, combat, and relieve disparities to
disadvantaged communities, such as Logan and Lacy neighborhoods,
resulting from past patterns of segregation, disinvestment, and planning
practices; and
17. The updated land use plan in the Land Use Element of the General Plan
does not designate any properties within the TZC, including the Logan
City Council 20 – 96 6/17/2025
Ordinance No. NS-XXX
Page 43 of 47
or Lacy neighborhoods, as industrial; rather, they are designated as
varying intensities of District Center or Urban Neighborhood land use
designations—both of which are inconsistent with industrial uses; and
18. There are pressing and growing code enforcement complaints
stemming from the irreconcilable land use conflicts in the TZC.
Specifically, in the Logan and Lacy neighborhoods, the City’s Code
Enforcement Division has investigated over 35 commercial and
industrial properties in the past twelve months and currently has 16
active open cases that have been issued Notice of Violations and
administrative citations for the following types of violations: illegal
storage, land use, zoning, property and landscape maintenance,
unpermitted work, business license, and certificate of occupancy. The
close proximity of active open industrial cases during a short period of
time is creating a public nuisance that is draining City resources and that
is harming public health, safety, and general welfare of the TZC’s
existing and new residential neighborhoods from the concentration of
open code enforcement cases nearby; and
19. In the Logan neighborhood, 52 industrial facilities (automotive,
warehouse/storage, crematory, towing yards, construction) are
presently near sensitive uses monitored by external regulatory agencies
such as South Coast AQMD, Orange County Health Care Agency –
Certified Unified Program Agencies (OC CUPA), Santa Ana Regional
Water Quality Board (SARWQB), Orange County Fire Authority.
Industrial facilities have caused significant pollution exposure to
disadvantaged communities, including lead risk in soil and housing,
diesel particulate matter from idling trucks, toxic release from facilities,
traffic impacts, noise pollution, and airborne particulate matter or fine
inhalable particles of 2.5 (PM2.5) microns or less in diameter.
CalEnviroScreen reports higher environmental effects from active facility
cleanup sites, hazardous waste facilities, and solid waste locations.
Cumulative health impacts in the area include asthma, cardiovascular
disease, and low birth weight, in this overburdened disadvantaged
community factored by socioeconomic indicators of poverty, linguistic
isolation, housing burden, and education; and
20. In the Lacy neighborhood, 76 industrial facilities (automotive,
warehouse/storage, towing yards, construction) are presently near
sensitive uses monitored by external regulatory agencies such as South
Coast AQMD, Orange County Health Care Agency – Certified Unified
Program Agencies (OC CUPA), Santa Ana Regional Water Quality
Board (SARWQB), Orange County Fire Authority. Industrial facilities
have caused significant pollution onto disadvantaged communities,
including lead risk exposure, diesel particulate matter from idling trucks,
toxic release from facilities, traffic impacts, noise pollution, vibration
impacts, and airborne particulate matter or fine inhalable particles of 2.5
(PM2.5) microns or less in diameter. CalEnviroScreen reports higher
environmental effects from active facility cleanup sites, hazardous waste
facilities, and solid waste locations. Cumulative health impacts in the
City Council 20 – 97 6/17/2025
Ordinance No. NS-XXX
Page 44 of 47
area include asthma, cardiovascular disease, and low birth weight, in
this overburdened disadvantaged community factored by
socioeconomic indicators of poverty, linguistic isolation, housing burden,
and education; and
21. There is a recent surge in residential development activity in the TZC
that is exacerbating the irreconcilable land use conflicts between
residential and industrial land uses. Examples include the Lacy Crossing
residential development with over 100 ownership units directly adjacent
to existing industrial land uses, for which the City receives regular
complaints from residential occupants of disturbances from noise,
vibrations, odors, and truck traffic; and the Rafferty mixed-use
development with 218 residential units, including 11 onsite units for very-
low income households, which is located less than one-fifth of a mile
from industrial land uses; and
22. There is a marked increase in the pending and active development
applications for industrial land uses in the TZC, including for contractor’s
yards, construction debris storage yards, manufacturing operations,
expansion of existing industrial businesses, and storage and
warehousing operations, stemming from shifting economic demands for
goods and services emerging from the Covid-19 pandemic; and
23. The City Council approved a contract with Moore, Iacofano, Goltsman,
Inc. (MIG) on October 17, 2023 to ensure the City’s Zoning Code and
General Plan are consistent, and to maintain compliance with state law,
comprehensive amendments to the Zoning Code are required; and
24. MIG and City staff have conducted extensive community outreach,
stakeholder interviews, and reviews of existing zoning-related codes
and policies in Santa Ana. These early efforts have indicated that the
irreconcilable land use conflicts and land use inconsistencies in the TZC
area are among the most pressing topics that must be addressed as part
of the comprehensive Zoning Code Update process to protect the
health, safety, and welfare of the most vulnerable communities that face
the impacts of the land use conflicts within the TZC area. Since adoption
of the moratorium and its extension, MIG and City staff have focused the
comprehensive update through an initial phase concentrating on
amending the TZC; and
25. The policies and implementation actions in the General Plan also require
review, study, and possible revision to respond to recent concerns
relating to the impacts of these industrial business uses in the TZC; and
26. Given these concerns, the City Council directed that a study be
undertaken of the current provisions of the TZC to address industrial
business uses and determine whether such uses should be permitted in
the zoning district, and if not, proceed with an ordinance amendment to
preclude such uses from the district.
City Council 20 – 98 6/17/2025
Ordinance No. NS-XXX
Page 45 of 47
G. Following said analysis of the City Council points of discussion as iterated
above, City staff has prepared ZOA No. 2024-02 to amend and add certain
sections to Chapter 41 (Zoning) of the Santa Ana Municipal Code (SAMC),
Article XIX. The Transit Zoning Code/Specific Development (SD) No. 84
Zoning District, including the deletion of industrial land uses; amend non-
conforming regulations including the addition of an amortization process;
amend and add operational standards for allowed uses and non-conforming
uses; and delete the Industrial Overlay (I-OZ) zone from text and maps from
certain properties within the SD84 Zoning District.
H. Amendments to Chapter 41 (Zoning) are necessary to ensure uniform and
legally consistent regulations as well as additions to enable the City to
implement a regulatory framework that protects the health, safety, and
welfare of the City.
I. The proposed amendments to the Santa Ana Municipal Code (SAMC) that
are the subject of this Ordinance support the objectives and policies of the
City’s General Plan and are required to ensure consistency in accordance
with Government Code Section 65860.
J. Specifically, these amendments to the SAMC timely address current
inconsistencies within an area of the City prioritized for addressing EJ. In
effect, the amendments are necessary to address numerous policies of the
General Plan that the current TZC is found to be inconsistent with, that
without such amendments, will continue the path of irreconcilable land use
patterns within the TZC. Specifically, these policies include Policy LU-1.1
(Compatible Uses), Policy LU-2.4 (Cost and Benefit of Development), Policy
LU-3.8 (Sensitive Receptors), Policy LU-3.9 (Noxious, Hazardous,
Dangerous, and Polluting Uses), Policy LU-3.11 (Air Pollution Buffers),
Policy LU-4.3 (Sustainable Land Use Strategies), Policy LU-4.6 (Healthy
Living Conditions), Policy CM-3.2 (Healthy Neighborhoods), Policy EP-1.9
(Avoid Conflict of Uses), Policy EP-3.3 (Mitigate Impacts), Policy CN-1.5
(Sensitive Receptor Decisions), Policy CM-3.2 (Healthy Neighborhoods),
and Policy HE-5.5 (Community Development), which are targeted at
correcting past land use planning practices that have placed an unequitable
environmental and health burden on certain neighborhoods now termed
disadvantaged communities. The proposed amendments support these
goals and policies by:
1. Fostering the compatibility between residential and nonresidential land
uses within the TZC to enhance livability and promote healthier
lifestyles, and improve public health and quality of life;
2. Resolving the development of industrial land uses and sensitive
receptors being in close proximity to each other that pose health hazards
by eliminating an overlay zone that promulgated continuation of
industrial uses without recourse;
3. Improving the health of the existing and future residents of the TZC by
regulating the operations of noxious, hazardous, dangerous, and
City Council 20 – 99 6/17/2025
Ordinance No. NS-XXX
Page 46 of 47
polluting uses by giving priority to the discontinuance or elimination of
those uses;
4. Responding to overarching EJ policies to develop and implement land
use and zoning strategies to separate existing sensitive uses from heavy
industrial facilities and emission sources;
5. Continuing to support the creation of healthy neighborhoods by
addressing land use conflicts and incompatible uses through the
elimination of the I-OZ zone and associated industrial land use types
from the list of allowable land uses within the TZC;
6. Developing and adopting new regulations to address facilities that emit
pollution near sensitive receptors within EJ area boundaries, which
includes areas of the TZC;
7. Avoiding potential land use conflicts in the future by prohibiting the
location of noxious land uses in proximity to sensitive receptors; and
8. Creating a sustainable land use plan for the area that phases out land
uses that are causing a substantial drain on City and other public agency
resources in addressing the impacts from irreconcilable land use
conflicts in the TZC area.
K. Additionally, the proposed amendments implement and/or contribute to
achieving the following specific action programs of the General Plan, most
particularly directly addressing LU3.3 through the creation of a
discontinuance of nonconforming industrial uses through amortization:
1. LU1.1 - Development Code Update. Prepare a comprehensive update
to the zoning code to ensure that the City’s zoning regulations align with
the General Plan’s goals and policies.
2. LU3.3 - Healthy lifestyles. Collaborate with residents and industry
stakeholders to create a program to incentivize and amortize the
removal of existing heavy industrial uses adjacent to sensitive uses.
3. CN1.4 - Health risk criteria. Establish criteria for requiring health risk
assessments for existing and new industries, including the type of
business, thresholds, and scope of assessment. Review existing and
establish new regulation to reduce and avoid increased pollution near
sensitive receptors within environmental justice area boundaries.
4. CN1.7 - Truck idling. Evaluate strategies to reduce truck idling found or
reported in areas with sensitive receptors, with a priority placed on
environmental justice areas.
5. CN1.11 - Public education. Augment existing outreach programs to
improve public awareness of State, regional and local agencies’ roles
and resources to identify, monitor, and address air quality and other
environmental hazards in the community.
City Council 20 – 100 6/17/2025
Ordinance No. NS-XXX
Page 47 of 47
6. HE5.C – Healthy Neighborhoods Initiatives. Update the City’s zoning
code development and operational standards for industrial zones to
address incompatibility with adjacent uses, including minimum distance
requirements to buffer heavy industrial uses from sensitive receptors.
Conduct a study to evaluate and establish appropriate minimum
distances and landscape buffers between polluting industrial uses from
sensitive receptors such as residences.
7. HE44.A – Fair Housing. Ensure all City programs and activities related
to housing and community development are administered in a manner
that affirmatively furthers fair housing.
L. ZOA No. 2024-02 amends and adds certain sections to Chapter 41 (Zoning)
of the Santa Ana Municipal Code (SAMC), Article XIX. The Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District, including Section
41-2001 (Application of Article), Section 41-2001.5 (Organization), Section
41-2002 (Nonconforming Buildings, Structures and Uses), Section 41-2004
(The Industrial Overlay (I-OZ) Zone), Section 41-2005 (Application for
Discretionary Approvals), Section 41-2006 (Zones Established), Section
41-2007 (Uses Permitted) Section 41-2008 (Operational Standards for
Permitted Uses), and Section 41-2080 (Definitions).
M. On February 24, 2025, the Planning Commission held a duly noticed public
hearing to consider this Ordinance, where all interested persons were given
an opportunity to be heard, and after closing the public hearing, continued
taking any action on this Ordinance to a special meeting held on March 6,
2025, whereby the Planning Commission recommended approval of the
Ordinance to the City Council.
N. On April 1, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, May 6, 2025;
O. On May 6, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, June 3, 2025; and
P. On June 3, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, where all interested persons were given an
opportunity to be heard.
City Council 20 – 101 6/17/2025
Ordinance No. NS-XXX
Page 1 of 8
ORDINANCE NO. NS-XXXX
AMENDMENT APPLICATION (AA) NO. 2024-03 – AN
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA AMENDING THE OFFICIAL ZONING MAP OF
THE CITY OF SANTA ANA BY REMOVING THE M1 (LIGHT
INDUSTRIAL) AND M2 (HEAVY INDUSTRIAL) SUFFIXES
FROM CERTAIN PROPERTIES WITHIN THE SD-84
ZONING DISTRICT BOUNDARY
THE CITY COUNCIL OF THE CITY OF SANTA ANA HEREBY ORDAINS AS FOLLOWS:
Section 1. The City Council has, by separate action taken on June 3, 2025,
adopted an Addendum to the Transit Zoning Code Environmental Impact re port (“EIR”)
(State Clearinghouse No. 2006071100), which was certified on June 7, 2010, by the City
Council (“Addendum”). The Addendum analyzed the environmental impacts of the
actions taken in this Ordinance. Adopting the Addendum satisfied the City Cou ncil’s
obligations under the California Environmental Quality Act (“CEQA”) regarding
amendments to the Transit Zoning Code and none of the conditions in Public Resources
Code section 21166 or State CEQA Guidelines 15162 apply. Thus, no further
environmental review is required as adoption of this Ordinance falls within the scope of
the adopted Addendum and previously certified EIR.
Section 2.
The City Council of the City of Santa Ana hereby finds, determines, and declares
as follows:
A.Chapter 41, Article I, Division 1, Section 41-1 of the Santa Ana Municipal
Code provides that
“Because of the necessity of segregating the location of residences,
businesses, trades and industries; regulating the use of buildings,
structures, and land; and regulating the location, height, bulk and size of
buildings and structures, the size of yards and open spaces, the City is
divided into land-use districts of such number, shape and area as may be
considered best suited to carry out these regulations and provide for their
enforcement. The regulations are considered necessary in order to:
(a)Encourage the most appropriate use of land;
(b)Conserve and stabilize property value,
(c)Provide adequate open spaces for light and air and to prevent and
fight fires,
(d)Prevent undue concentration of population, lessen congestion on
streets and highways, and
(e)Promote the health, safety and general welfare of the people, all as
part of the general plan of the City.”
Exhibit 3 - Ordinance for AA No. 2024-03
City Council 20 – 102 6/17/2025
Ordinance No. NS-XXX
Page 2 of 8
Consistent with this purpose, the City of Santa Ana has adopted a
zoning map, which has since been amended from time to time.
B. On April 19, 2022, the City adopted an Amended General Plan . The
Amended General Plan became effective on May 26, 2022 and adopted a
new Land Use Plan for the City and established new land use
designations and policies for development of the City.
C. On April 16, 2024, the City Council passed an Urgency Ordinance to a dopt
a 45-day moratorium on the approval, commencement, establishment,
relocation, or expansion of industrial uses within the Transit Zoning
Code/Specific Development (SD) No. 84 Zoning District (the “Moratorium
Ordinance”). The purpose of the Moratorium Ordinance was to immediately
protect the public health, safety, and welfare of residents and businesses
from incompatible industrial uses that cause a significant pollution burden
to adjacent residential neighborhoods within the SD-84 Zoning District.
D. On May 7, 2024, the City Council issued and file a Council report to the
public, pursuant to Section 65858(d) of the California Government Code,
describing the City’s measures to alleviate conditions that led to the
adoption of Urgency Interim Ordinance No. NS-3063, on April 16, 2024,
regarding a 45-day moratorium on the approval, commencement,
establishment, relocation, or expansion of industrial uses within the Transit
Zoning Code Specific Development No. 84.
E. On May 21, 2024, the City Council adopted an extension of the Moratorium
Ordinance for an additional ten (10) months and fifteen (15) days pursuant
to California Government Code, Section 65858. The extension was
necessary to allow sufficient time for staff to continue with conduct research
of appropriate regulations, and coordinate with outside regulatory agencies
and City departments to develop appropriate zoning regulation to address
the impacts of industrial development in the SD-84 Zoning District.
F. After continued research and study, two ordinances h ave been developed
that address the impacts from industrial land uses in the SD -84 Zoning
District. The ordinances address the following:
a. Zoning Ordinance Amendment (ZOA) No. 2024-02 to amend certain
provisions of the Santa Ana Municipal Code and amend portions of the
Transit Zoning Code/Specific Development (SD) No. 84 Zoning District,
including the deletion of industrial land uses; amendment of non -
conforming regulations; and,
b. Amendment Application (AA) No. 2024-03 to remove the M1 (Light
Industrial) and M2 (Heavy Industrial) suffixes from certain properties
within the SD-84 Zoning District boundary as designated on the City of
Santa Ana Zoning Map.
City Council 20 – 103 6/17/2025
Ordinance No. NS-XXX
Page 3 of 8
G. AA No. 2024-03 is consistent with and implements the amendments
proposed by ZOA No. 2024-02 by ensuring uniform and legally consistent
mapping of the City’s Zoning Districts; and enables the City to implement a
regulatory framework that protects the health, safety, and welfare of the City
and its residents.
H. The proposed amendments to the Zoning Map contained in AA No. 2024-
03 are required to ensure consistency with the City’s General Plan in
accordance with California Government Code, Section 65860.
I. Adoption of AA No. 2024-03 is consistent with and implements the
Amended General Plan. Specifically, it is consistent with the following:
The amendments timely address current inconsistencies within an area of
the City prioritized for addressing EJ.
(a) Policy LU-1.1 (Compatible Uses),
(b) Policy LU-2.4 (Cost and Benefit of Development)
(c) Policy LU-3.8 (Sensitive Receptors),
(d) Policy LU-3.9 (Noxious, Hazardous, Dangerous, and Polluting
Uses),
(e) Policy LU-3.11 (Air Pollution Buffers),
(f) Policy LU-4.3 (Sustainable Land Use Strategies),
(g) Policy LU-4.6 (Healthy Living Conditions),
(h) Policy CM-3.2 (Healthy Neighborhoods),
(i) Policy EP-1.9 (Avoid Conflict of Uses),
(j) Policy EP-3.3 (Mitigate Impacts);
(k) Policy CN-1.5 (Sensitive Receptor Decisions),
(l) Policy CM-3.2 (Healthy Neighborhoods), and
(m) Policy HE-5.5 (Community Development) which are targeted at
correcting past land use planning practices that have placed an
unequitable environmental and health burden on certain
neighborhoods now termed disadvantaged communities. The
proposed amendments support these goals and policies by:
1. Fostering the compatibility between residential and nonresidential land
uses within the TZC to enhance livability and promote healthier
lifestyles, and improve public health and quality of life;
2. Resolving the development of industrial land uses and sensitive
receptors being in close proximity to each other that pose health hazards
by eliminating an overlay zone that promulgated continuation of
industrial uses without recourse;
3. Improving the health of the existing and future residents of the TZC by
regulating the operations of noxious, hazardous, dangerous, and
polluting uses by giving priority to the discontinuance of those uses;
City Council 20 – 104 6/17/2025
Ordinance No. NS-XXX
Page 4 of 8
4. Responding to overarching EJ policies to develop and implement land
use and zoning strategies to separate existing sensitive uses from heavy
industrial facilities and emission sources;
5. Continuing to support the creation of healthy neighborhoods by
addressing land use conflicts and incompatible uses through the
elimination of the I-OZ zone and associated industrial land use types
from the list of allowable land uses within the TZC;
6. Developing and adopting new regulations to address facilities that emit
increased pollution new sensitive receptors within EJ area boundaries,
which includes areas of the TZC;
7. Avoiding potential land use conflicts in the future by prohibiting the
location of noxious land uses in proximity to sensitive receptors; and
8. Creating a sustainable land use plan for the area that phases out land
uses that are causing a substantial drain on City and other public agency
resources in addressing the impacts from irreconcilable land use
conflicts in the TZC area.
J. Additionally, AA No. 2024-03 implements and/or contributes to achieving
the following specific action programs of the General Plan, most particularly
directly addressing LU3.3 through the creation of a discontinuance of
nonconforming industrial uses through amortization:
1. LU1.1 - Development Code Update. Prepare a comprehensive update
to the zoning code to ensure that the City’s zoning regulations align with
the General Plan’s goals and policies. Update the Metro East Mixed-Use
Overlay District to remove the portion within the 17th Street and Grand
Avenue Focus Area. Update the Midtown Specific Plan.
2. LU3.3 - Healthy lifestyles. Collaborate with residents and industry
stakeholders to create a program to incentivize and amortize the
removal of existing heavy industrial uses adjacent to sensitive uses.
3. CN1.4 - Health risk criteria. Establish criteria for requiring health risk
assessments for existing and new industries, including the type of
business, thresholds, and scope of assessment. Review existing and
establish new regulation to reduce and avoid increased pollution near
sensitive receptors within environmental justice area boundaries.
4. CN1.7 - Truck idling. Evaluate strategies to reduce truck idling found or
reported in areas with sensitive receptors, with a priority placed on
environmental justice areas.
5. CN1.11 - Public education. Augment existing outreach programs to
improve public awareness of State, regional and local agencies’ roles
and resources to identify, monitor, and address air quality and other
environmental hazards in the community.
City Council 20 – 105 6/17/2025
Ordinance No. NS-XXX
Page 5 of 8
6. HE5.C - Healthy Neighborhoods Initiatives. Update the City’s zoning
code development and operational standards for industrial zones to
address incompatibility with adjacent uses, including minimum distance
requirements to buffer heavy industrial uses from sensitive receptors.
Conduct a study to evaluate and establish appropriate minimum
distances and landscape buffers between polluting industrial uses from
sensitive receptors such as residences.
7. HE44.A - Fair Housing. Ensure all City programs and activities relating
to housing and community development are administered in a manner
that affirmatively furthers fair housing.
K. On February 24, 2025, the Planning Commission held a duly noticed public
hearing to consider this Ordinance, where all interested persons were given
an opportunity to be heard, and after closing the public hearing, continued
taking any action on this Ordinance to a special meeting held on March 6,
2025, whereby the Planning Commission recommended approval of the
Ordinance to the City Council.
L. On April 1, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, May 6, 2025;
M. On May 6, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, but the item was not heard and was continued to
a date certain, June 3, 2025; and
N. On June 3, 2025, the City Council held a duly noticed public hearing to
consider this Ordinance, where all interested persons were given an
opportunity to be heard.
Section 3. The City Council of the City of Santa Ana hereby adopts and
approves the Amendment to the Official Zoning Map of the City of Santa Ana, as shown
in Exhibit “A,” attached hereto and incorporated herein by reference. This decision is
based upon the evidence submitted at the above said hearing, which includes, but is not
limited to: the Request for City Council Action dated June 3, 2025, and exhibits attached
hereto; and the public testimony, written and oral, all of which are incorporated herein by
this reference.
Section 4. If any section, subsection, sentence, clause, phrase or portion of this
ordinance is for any reason held to be invalid or unconstitutional by the decision of any
court of competent jurisdiction, such decision shall not affect the validity of the remaining
portions of this ordinance. The City Council of the City of Santa Ana hereby declares that
it would have adopted this ordinance and each section, subsection, sentence, clause,
phrase or portion thereof irrespective of the fact that any one or more sections,
subsections, sentences, clauses, phrases, or portions be declared invalid or
unconstitutional.
City Council 20 – 106 6/17/2025
Ordinance No. NS-XXX
Page 6 of 8
Section 5. This Ordinance shall become effective thirty (30) days after its
adoption.
Section 6. The Clerk of the Council shall certify the adoption of this ordinance
and shall cause the same to be published as required by law.
ADOPTED this _______ day of ___________, 2025.
________________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM
Sonia R. Carvalho, City Attorney
By: _________________________
Melissa Crosthwaite
Senior Assistant City Attorney
AYES: Councilmembers: __________________________________
NOES: Councilmembers: __________________________________
ABSTAIN: Councilmembers: _________________________________
NOT PRESENT: Councilmembers: _________________________________
City Council 20 – 107 6/17/2025
Ordinance No. NS-XXX
Page 7 of 8
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, ____________________, City Clerk, do hereby attest to and certify that the
attached Ordinance No. NS-_______ to be the original ordinance adopted by the
City Council of the City of Santa Ana on ___________________, 2025 and that
said ordinance was published in accordance with the Charter of the City of Santa
Ana.
Date: ______________________ ________________________________
Jennifer L. Hall
City Clerk
City of Santa Ana
City Council 20 – 108 6/17/2025
Ordinance No. NS-XXX
Page 8 of 8
Exhibit A
City Council 20 – 109 6/17/2025
Finance and Management Services
www.santa-ana.org/finance
Item # 21
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Ordinance to Adopt the Fiscal Year 2025-26 Budget
AGENDA TITLE
Second Reading and Adoption of City Council Ordinance NS-3083 Appropriating Monies
to the Several Offices, Agencies, and Departments of the City of Santa Ana for the Fiscal
Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 7-0.
Published in the OC Reporter on June 6, 2025.
RECOMMENDED ACTION
Approve the second reading and adopt Ordinance No. NS-3083 to appropriate monies to
the several offices, agencies, and departments of the City for Fiscal Year 2025-26 (FY25-
26), which begins on July 1, 2025 and ends on June 30, 2026. (Requires five affirmative
votes)
UNCODIFIED ORDINANCE NO NS-3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR
BUDGET PERIOD COMMENCING JULY 1, 2025
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
In compliance with Sections 604 and 605 of Santa Ana’s City Charter, the City Manager
worked with staff to prepare and submit a proposed budget to City Council for the fiscal
year commencing, July 1, 2025.
In compliance with Section 606 of the City’s Charter, the City Council held a noticed public
hearing for the proposed budget on June 3, 2025. As there were no recommended
changes by the City Council, no revisions were made to the proposed budget document
and Ordinance.
City Council 21 – 1 6/17/2025
Ordinance to Adopt the FY25-26 Budget
June 17, 2025
Page 2
5
1
1
4
Santa Ana Charter Section 607 requires the City Council to adopt the annual budget by
July 31.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The Fund Balance Summary in the Budget Document includes the estimated fiscal impact
for each Fund. (Refer to the Table of Contents for page number).
All exhibits are on the City’s website at https://www.santa-ana.org/fiscal-year-2025-26-
budget/.
EXHIBIT(S)
1. Ordinance No. NS-3067 to adopt the FY25-26 budget
2. Detailed proposed budget document
Submitted By: Alex Trinidad, Acting Executive Director, Finance and Management
Services Agency
Approved By: Alvaro Nuñez, City Manager
City Council 21 – 2 6/17/2025
Ordinance No. NS-XXXX
Page 1 of 3
ORDINANCE NO. NS-XXXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA APPROPRIATING MONIES TO THE SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY
FOR FISCAL YEAR BUDGET PERIOD COMMENCING JULY
1, 2025
THE CITY COUNCIL OF THE CITY OF SANTA ANA DOES ORDAIN AS
FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines,
and declares as follows:
A.The City Manager has prepared and submitted to the City Council, pursuant
to Section 605 of the City Charter, a proposed budget for expenditures for
the fiscal year commencing July 1, 2025.
B.In accordance with Section 606 of the City Charter, a public hearing has
been held upon the proposed budget of expenditures after notice of such
public hearing had been published in the manner prescribed in Section 606
of the City Charter.
C.The proposed budget of expenditures duly submitted and considered as
herein stated, together with any supplemental revisions and amendments
thereto, was approved, adopted, and fixed by the City Council as the budget
of the City for fiscal year 2025-2026, commencing July 1, 2025, in the
amounts and for the funds, purposes, functions, department activities, and
programs as therein set forth, including the Seven-Year Capital
Improvement Program update per Orange County Transportation Authority
Measure M2 eligibility requirement. The adopted budget, including any
supplemental revisions and amendments, together with a copy of the
appropriation ordinance, shall be placed in the official files of the City Clerk.
Section 2. There are hereby appropriated to the several offices, agencies, and
departments of the City, being the respective object and purposes specified in that certain
document entitled "Fiscal Year 2025-26 City Budget", a copy of which is on file in the
Office of the City Clerk, out of the various funds of the City for fiscal year 202 5-2026, the
several amounts stated as proposed expenditures from such funds, respectively, in those
columns of the Budget that are headed "FY 25-26". Each aggregate of expenditures so
specified in the Budget for the fiscal year for each program shall be deemed to be an
appropriation for a single object and purpose within the meaning of Section 609 of the
City Charter, except that as to any office, department, or agency of the City for which
more than one program is designated in Fiscal Year 202 5-2026 City Budget, the
aggregate expenditure authorized for all programs in Fiscal Year 2025-2026 City Budget
EXHIBIT 1
City Council 21 – 3 6/17/2025
Ordinance No. NS-XXXX
Page 2 of 3
of each such office, department, or agency shall be deemed to be an appropriation for a
single object and purpose within the meaning of Section 609 of the City Charter.
Section 3. The appropriations hereby made shall constitute the maximum
expenditures authorized for the several offices, agencies, and departments opposite
which the amounts of such appropriations are shown in the Budget, and as set forth in
Exhibit 1 attached hereto and incorporated herein by reference.
Section 4. No warrant shall be issued or indebtedness incurred for any purpose
that exceeds the unexpended balance of the appropriations established by this ordinance,
unless such appropriation shall have been amended or supplemented by the City Council
in the manner set forth in Section 609 of the City Charter. The City Manager is hereby
authorized to make revisions between the items included within any such appropriation
if, in his/her opinion, such revisions are necessary and proper.
Section 5. In accordance with Governmental Accounting Standards Board
Statement 54, the City Manager or his/her designee is hereby authorized, as of the date
of this ordinance, to allocate assigned governmental funds' balances to specific programs
and activities as deemed necessary and proper.
Section 6. The Executive Director of Finance and Management Services is
hereby authorized to transfer monies in accordance with the Inter -fund Transfers listed in
the Budget, in such amounts and at such times during the fiscal year as he /she may
determine necessary to the competent operation and control of City business, except that
no such transfer shall be made in contravention of State law or City ordinance or exceed
in total the amount stated herein or as amended by the City Council.
Section 7. One certified copy of this appropriation ordinance together with a
certified copy of each amendment thereto shall be transmitted by the City Clerk to the
Executive Director of Finance and Management Services.
Section 8. The City Council of the City of Santa Ana hereby adopts the updated
Seven-Year Capital Improvement Program, as set forth in the 2025-2026 City Budget.
Section 9. Upon and from the effective date of this ordinance, expenditures of
monies appropriated hereby are authorized beginning July 1, 2025.
Section 10. The City Clerk shall cause the title of this ordinance to be published
as required by law.
Section 11. All presently applicable documentation pertaining to the number,
titles, qualifications, powers, duties, or compensation of officers or employees of the City,
which has been previously approved by resolution or order of the City Council and which
is currently on file with the Executive Director of Human Resources, is incorporated herein
and is hereby approved. The City Manager is authorized to create, alter, or abolish any
position of employment, or the number, title, qualifications, powers, duties, or
City Council 21 – 4 6/17/2025
Ordinance No. NS-XXXX
Page 3 of 3
compensation thereof, when such action is appropriate to promote the efficiency of the
City administrative organization; provided, however, that no such action shall be effective
unless and until approved by resolution or order of the City Council.
ADOPTED this ___ day of June, 2025.
_______________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By: _______________________
Laura A. Rossini
Chief Assistant City Attorney
AYES: Councilmembers ___________________________________
NOES: Councilmembers ___________________________________
ABSTAIN: Councilmembers ___________________________________
NOT PRESENT: Councilmembers ___________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk do hereby attest to and certify the attached Ordinance No. NS-
__ to be the original ordinance adopted by the City Council of the City of Santa Ana on
__________________, 2025, and that said ordinance was published in accordance with
the Charter of the City of Santa Ana.
Date __________________________
City Clerk
City of Santa Ana
City Council 21 – 5 6/17/2025
EXPENDITURE BY FUND PROPOSED
FY 25-26
GENERAL FUND
CITY ATTORNEY 5,236,690
CITY CLERK 1,677,490
CITY COUNCIL LEGISLATIVE 1,033,270
CITY MANAGER 4,095,070
COMMUNITY DEVELOPMENT 5,022,930
FINANCE & MANAGEMENT SERVICES 13,894,690
FIRE & EMERGENCY MEDICAL SERVICES 61,264,850
GENERAL NON-DEPARTMENTAL 4,933,920
HUMAN RESOURCES 4,499,990
LIBRARY 8,550,480
MUSEUM CAPITAL AND MAINTENANCE FUND 1,769,950
PARKS, RECREATION & COMMUNITY SERVICES 15,249,460
PLANNING & BUILDING 18,195,010
POLICE 161,564,180
PUBLIC WORKS 58,780,210
PROJECT TRANSFERS 16,479,530
PENSION LIABILITY PAYDOWN 41,982,430
GENERAL FUND EXPENDITURE GRAND TOTAL 424,230,150
GENERAL FUND
City Council 21 – 6 6/17/2025
FUND FUND DESCRIPTION DEPARTMENT PROPOSED
FY 25-26
032 MEASURE M-STREET CONSTRUCTION Public Works 16,512,210
041 TRANSP SYS IMPR AREA A-2 Public Works 716,000
048 TRANSIT ZONING CODE Public Works 219,280
058 RESIDENTIAL STREET IMPROVEMENT Public Works 555,340
059 SELECT STREET CONSTRUCTION Public Works 23,498,690
147 STREET SAFETY PROGRAMS Public Works 2,754,220
203 LOCAL DRAINAGE AREA NO 3 Public Works 450,000
225 LOCAL DRAINAGE AREA V Public Works 408,510
313 RESIDENTIAL DEVELOP DISTRICT 3 Public Works 200,000
314 RESIDENTIAL DEVELOP DISTRICT 4 Public Works 115,000
417 CDA INCLUSIONARY HOUSING FEE Community Development 2,572,520
418 CDA CAPITAL PROJECTS Community Development 1,500,000
607 HOUSING ASSET LMIHF Community Development 1,375,440
991 TRAN SYS IMP AUT Area A Public Works 2,370,680
53,247,890
FUND FUND DESCRIPTION DEPARTMENT PROPOSED
FY 25-26
404 COSA 2014 LEASE FINANCING Debt Service 730,540
406 2021 PENSION OBLIGATION FUNDS Debt Service 15,472,740
16,203,280
FUND FUND DESCRIPTION Department PROPOSED
FY 25-26
027 PARKING FUND Police 5,078,420
054 SANITARY SEWER CAPITAL Public Works 600,000
056 SANITARY SEWER SERVICE Public Works 9,842,830
057 FED CLEAN WATER PROTECTION ENT Public Works 4,465,010
060 WATER Public Works 77,000,000
066 ACQUISITION & CONSTRUCTION Public Works 0
067 REGIONAL TRANSP CENTER Public Works 1,859,870
068 SANITATION FUND Public Works 9,043,930
069 REFUSE COLLECTION SERVICE Public Works 23,140,690
131,030,750
CAPITAL PROJECT FUNDS
CAPITAL PROJECT FUNDS GRAND TOTAL
DEBT SERVICE FUNDS GRAND TOTAL
DEBT SERVICE FUNDS
ENTERPRISE FUNDS
ENTERPRISE FUNDS GRAND TOTAL
City Council 21 – 7 6/17/2025
FUND FUND DESCRIPTION DEPARTMENT PROPOSED
FY 25-26
FUND FUND DESCRIPTION DEPARTMENT PROPOSED
FY 25-26
012 CANNABIS PUBLIC BENEFIT FUND
City Attorney Enforcement Services City Attorney 264,340
Enforcement Services (FMSA) Finance & Mgmt Svcs 125,530
Library Youth Services Library 1,027,940
Youth Services (PRCSA) Parks, Rec & Comm Svcs 3,267,620
Enforcement Services (PBA)Planning & Building 1,309,890
Police Enforcement Services Police 2,212,940
016 CASP CERTIFICATION & TRAINING Planning & Building 85,000
020 OTS-TRAFFIC OFFENDER PROGRAM Police 21,000
021 CATV FUND City Manager 200,000
022 PRCSA FEES & DONATION Parks, Rec & Comm Svcs 15,000
024 POLICE ACTIVITIES & PROGRAMS Police 896,260
025 IDB & EZ VOUCHER MONITORING Community Development 50,000
051 CAPITAL OUTLAY FUND Parks, Rec & Comm Svcs 672,000
053 CITY SERVICES
Agency Services Planning & Building 3,089,200
Police Services Police 198,510
110 STRONG MOTION INSTRUMENTATION Planning & Building 16,000
121 SPECIAL REPAIR/DEMOLITION Planning & Building 100,000
655 2018 SERIES TAX ALLOC BONDS Community Development 12,191,360
670 COSA RDA Community Development 110,640
671 COSA RDA OBLIGATION RETIREMENT Community Development 12,533,480
38,386,710
FUND EXPENDITURE BY FUND DEPARTMENT PROPOSED
FY 25-26
023 INMATE WELFARE FUND Police 1,406,100
029 SPECIAL GAS TAX Public Works 20,366,530
031 AIR QUALITY IMPR. (AB 2766)
HR- Air Quality Improvement Human Resources 102,460
PBA- Air Quality Improvement Planning & Building 248,440
Fleet Services- Air Quality Improvement Public Works 49,890
074 CIVIC CENTER MAINTENANCE Public Works 3,490,000
111 OPIOID REMEDIATION City Manager 1,403,450
122 EMERGENCY AND HEALTH GRANTS Community Development 795,300
123 WORKFORCE INNOV AND OPP ACT Community Development 2,339,520
124 ORANGE COUNTY GRANTS Community Development 48,120
125 OES UASI Police 537,910
OTHER RESTRICTED FUNDS
OTHER RESTRICTED FUNDS GRAND TOTAL
SPECIAL REVENUE FUNDS
City Council 21 – 8 6/17/2025
FUND FUND DESCRIPTION DEPARTMENT PROPOSED
FY 25-26
127 D.O.J. GRANT FUND Police 40,000
128 LAW ENFORCEMENT GRANTS Police 1,044,370
130 HOME PROGRAM FEDERAL GRANT Community Development 480,860
131 MISC GRANTS Community Development 59,630
133 HOUSING AUTHORITY-ISSUER FEE Community Development 1,264,200
135 COMMUNITY DEV BLOCK GRANT/ESG Community Development 5,367,100
136 HOUSING AUTHORITY-VOUCHER HAP Community Development 55,950,000
137 HOUSING AUTHORITY- NED Community Development 2,650,000
138 HOUSING AUTHORITY-MS 5 Community Development 4,525,000
139 HOUSING AUTHORITY-NEW CONSTR Community Development 350,000
140 HOUSING AUTHORITY-VOUCHER ADM Community Development 6,047,180
143 CALHOME PROGRAM Community Development 2,150
144 PRISON TO EMPLOYMENT PROGRAM Community Development 14,830
145 RENTAL REHABILITATION GRANT Community Development 10,700
152 PUBLIC LIBRARY GRANT FUND Library 1,260
158 HOUSING & COMMUNITY DEV GRANTS Community Development 2,690
165 OFFICE OF SAFETY GRANT Police 174,320
166 US DOJ ASSET FORFEITURE FUND Police 600,000
167 US TREASURY ASSET FORFEITURE Police 25,000
169 RECREATION GRANTS FUND Parks, Rec & Comm Svcs 500,360
177 EMERGENCY RENTAL ASSISTANCE PG Community Development 5,000
179 ARPA EHV HAP Community Development 1,850,000
180 ARPA EHV ADMIN FEES Community Development 128,010
181 AMERICAN RESCUE PLAN ACT (ARPA)
Finance & Mgmt Services Finance & Mgmt Services 227,520
Public Works Public Works 270,950
182 HOME-ARP PROGRAM FEDERAL GRANT Community Development 24,830
183 ARPA - CA FOR ALL YOUTH WDP Community Development 375,160
185 RENT STABILIZATION Community Development 2,293,920
186 HCV FSS Forfeitures 200,000
SPECIAL REVENUE FUNDS GRAND TOTAL 115,272,760
General Fund 424,230,150
Non-General Funds (Less Internal Service Funds) 354,141,390
Total Citywide Budget 778,371,540
City Council 21 – 9 6/17/2025
EXHIBIT 2
CITY OF
SANTA ANA
City Council 21 – 10 6/17/2025
This Page Intentionally
Left Blank
City Council 21 – 11 6/17/2025
GENERAL FUND SUMMARY 1
General Fund Reconciliation...................................................................3-6
General Fund Revenues Chart....................................................................7General Fund Expenditures Chart...............................................................8Citywide Budget Chart................................................................................9General Fund Revenue Summary........................................................11-15General Fund Expenditure Summary...................................................16-19Local Measure X Spending...................................................................20-21Cannabis Spending....................................................................................22Estimated Spendable Fund Balance.....................................................23-25
WORKFORCE CHANGES 27
Organizational Chart.................................................................................28
Position Summary................................................................................29-35
DEPARTMENT BUDGET DETAILS 37
City Manager’s Office...........................................................................39-54
City Council...........................................................................................55-57City Clerk’s Office.................................................................................59-63City Attorney’s Office...........................................................................65-73Human Resources................................................................................75-99Finance & Management Services.....................................................101-119Library..............................................................................................121-141Parks, Recreation, & Community Services.......................................143-191Police Department...........................................................................193-280Fire & Emergency Medical Services.................................................281-288Planning & Building Agency.............................................................289-323Public Works Agency........................................................................325-545Community Development Agency...................................................547-694Information Technology...................................................................695-705Museum Fund..................................................................................707-709Debt Service & Non-Departmental..................................................711-725Inter-fund Transfers.........................................................................727-730
CAPITAL IMPROVEMENT PROGRAM (CIP) 731
CIP Project Category Report....................................................................732
CIP Projects by Funding Source........................................................733-734
City Council 21 – 12 6/17/2025
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Left Blank
City Council 21 – 13 6/17/2025
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City Council 21 – 14 6/17/2025
This Page Intentionally
Left Blank
2
City Council 21 – 15 6/17/2025
General Fund Reconciliation
General Fund Revenues
Revenue
FY25-26 Original Adopted
Adjustments
406,527,340
3,020,104
FY25-26 Revised 409,547,444
Measure X Sales Tax
Bradley-Burns Sales Tax
Property Tax
Property Tax In-Lieu of VLF Growth
UUT Growth
1,101,290
877,521
1,227,340
1,373,890
675,000
Cannabis Tax 538,650
Normalize Plan Check & Permits
Jail Revenue Reduction based on usage
Other net adjustments
(3,387,892)
(3,250,000)
5,087,707
Total Resources 413,790,950
3
City Council 21 – 16 6/17/2025
General Fund Expenditures
Spending
FY24-25 Original Adopted Budget
Remove One-Time Items
FY24-25 Adjusted Baseline
406,773,060
(11,104,760)
395,668,300
Allocations approved during FY24-25
Employee Compensation Increase (MOU, step increases, etc.) & Pension debt
Cannabis Public Benefit Transfer related to revenue decrease/increase
Overhead/Internal Service Charge Increases
Building Maintenance
4,308,800
6,968,159
365,010
(605,010)
(111,020)
158,650
City Equipment & Replacement
Accident Repair & Replacement
IT Maintenance & Specific Charges 551,720
Insurance Charges
Public Works Administrative Charges
City Yard Rental
1,121,000
(559,380)
18,190
Orange County Fire Authority Contract Increase
Care Ambulance Increase
2,056,610
220,870
800 Mhz system payoff
Other contract increases/decreases & minor changes across all departments
FY25-26 Baseline (Recurring)
(751,060)
(621,639)
408,789,200
4
City Council 21 – 17 6/17/2025
Proposed Adjustments to FY25-26 Budget
Funding for police body-worn cameras
Additional ambulance
Contract increase for inmate meal services
Data processing for tickets contract increase
Add Code Enforcement Officers (4)
Move Parking Control Officers (3) from Parking Fund to General Fund
Correctional Officers career structure pay adjustment
Add Code Enforcement Manager
Arts & Culture funding
Inmate medical services contract increase
Add Police Investigative Specialists (2)
Add Police Services Dispatchers (2)
Add Assistant City Attorney
Recurring
1,029,150
900,000
845,220
431,800
430,380
319,260
306,000
228,600
200,000
200,000
174,060
171,360
155,700
150,000
150,000
98,800
One-Time
Funding for Art Walk
Branding and communication strategies
Increased costs for janitorial day porter and security services at libraries
Janitorial contract increase for Police 81,870
Customer Service Representative to support revenue generation
Library second bookmobile fleet charges, hotspots, and e-resources
Sponsorship of City events and promotion of the City
Annual ticket system contract for the Zoo
HdL software for tax and business licensing
Increase to City Council travel budget
73,000
60,830
50,000
47,000
43,450
40,000
1,500
Add Librarian for young adult services, partially offset by part-time savings
Upgrade Assistant Plan Check Engineers (2) to Associate Plan Check Engineers
Additional part-time staff for the Zoo
39,690
26,400
23,740
3,200
500
Add Senior Accounting Assistants (2), partially offset by part-time savings
Add Planning Technician, partially offset by part-time savings
Add Police Service Officers (2), partially offset by part-time savings
Reclassify position to Senior Graphics Artist
ICMA memberships (4) for City Manager’s Office
Use available Gas Tax revenue for median landscape maintenance
Use in-house staff instead of contracted services
Use vacancy savings to offset a portion of overtime
Reduce funding for long-term vacant positions
Cypress Fire Station Improvements
Business area road improvements
Centennial Park Lighting
Additional litigation funding
Backflow devices for Water Cross-Connection Control Program
High priority blue lights/ cameras
22,500
20,000
18,930
15,000
5,000
(150,000)
(195,190)
(420,000)
(592,120)
3,500,000
1,500,000
1,330,000
1,000,000
500,000
300,000
250,000
250,000
250,000
250,000
250,000
235,320
200,000
200,000
100,000
90,000
Fire Station Facilities Master Plan
Police Department jail improvements
Bristol and Edinger parking lot improvements
Bus shelter replacements and new installations
Left-turn signal @ MacArthur & Flower
Main and Newhope Library reopening equipment for STEM and youth programs
Zoning code update and historic preservation efforts
Replacement of outdated computers
Office furniture for 6th floor remodel
Final year of Volvo tax rebate
5
City Council 21 – 18 6/17/2025
Proposed Adjustments to FY25-26 Budget
Electric truck replacement vehicle
Recurring One-Time
55,000
Council Chambers voting device replacement
Golf course business analysis
Workstations for Communications Team
2026 ICC code books for new code cycle
50,000
50,000
45,000
30,000
TOTAL 5,000,430 10,440,520
6
City Council 21 – 19 6/17/2025
General Fund Revenues - $413.79M
*Other GF Revenue, $49.53M,
12%Sales Tax (Bradley Burns),
$59.91M, 15%
Jail Revenue,
$10.85M, 3%
Franchise Fees,
$13.60M, 3%
Charges for Service, Licenses &
Permits, $31.16M, 8%
Sales Tax (Measure X),
$83.95M, 20%
Cannabis Tax, $12.65M, 3%
Business Tax, $17.50M, 4%
Hotel Vistor's Tax, $9.50M, 2%
Utility Users' Tax, $29.25M, 7%
Property Tax and In
Lieu of VLF,
$95.88M, 23%
*Other GF Revenue:
Fines, Intergovernmental, Investment Earnings, & Miscellaneous Income
7
City Council 21 – 20 6/17/2025
General Fund Expenditures - $424.23M
Library, $8.55M, 2%
*Other, $23.77M, 6%
Pension Liability Payment,
$42.45M, 10%
Police
Department,
$161.56M, 38%Public Works,
$58.14M, 14%
Fire & Emergency Medical
Services, $61.26M, 14%
Planning & Building,
$17.81M, 4%
Parks, Rec. & Community
Service, $15.25M, 4%
Community Development,
$5.01M, 1%**Administration,
$30.44M, 7%
*Other: Cannabis Set-Aside, Debt Service Payments, Museum Building Maintenance, Subsidies for Internal Service Funds, Enterprise Fund, & Project Transfers
**Administration: Includes City Council, City Manager, City Attorney, City Clerk, Finance, and Human Resources
8
City Council 21 – 21 6/17/2025
Citywide Budget - $778.37M
Special Revenue Funds,
$115.27M, 15%
Other Restricted
Funds,
$38.39M, 5%
General Fund,
$424.23M, 55%
Enterprise Funds,
$131.03M, 17%
Debt Service Funds,
$16.20M, 2%
Capital Project Funds,
$53.25M, 7%
*Excludes Internal Service Funds
9
City Council 21 – 22 6/17/2025
This Page Intentionally
Left Blank
10
City Council 21 – 23 6/17/2025
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
Adopted
FY 24-25
PROPOSED
FY 25-26Account Description
CHARGES FOR SERVICES
Building Standards Revolving Fund
CASp Certification Training Fund
Center Programs
51612
52366
53301
53303
53304
53306
53307
53308
53309
53310
53312
53313
53316
53318
53319
53400
53401
53403
53405
53407
53410
53411
53415
53416
53417
53419
53420
53423
53509
53510
53600
53601
53602
53603
53605
53606
53607
53613
53614
53616
53627
53628
53901
53902
56305
2,276 (299)0 0
15,513
131,958
44,885
42,925
11,505
126,199
283,347
3,250
16,444
112,668
53,629
11,733
14,446
119,472
400,269
4,225
15,500
120,000
40,000
50,000
10,000
100,000
340,000
3,000
16,000
114,000
56,000
14,000
7,000
Youth Sports
Recreation Swim
Adult Sports
Youth Field Usage Fee
Park Reservation
75,000
632,000
3,000Concession-Vending Machines
Zoo Education 120,251
1,505,703
15,709
48,428
85
165,073
1,743,742
36,597
105,417
12,138
85,216
84,815
9,122
120,000
1,600,000
20,000
75,000
0
180,000
1,578,000
17,000
100,000
24,000
82,000
35,000
10,000
0
Zoo Admissions
Food Sale Concession
Leisure Classes
Tennis Reservation
Recreation Staff Reimbursement
Vehicle Release Charge
Repo Release
54,174
153,501
11,387
0
55,000
120,000
10,000
0Police Report Search Fee
Photo Services
3,510
1,552 4,964 0 0
Vehicle Equipment Citation Sign-Off
Impound/Owner Release Animal
Jail Pay to Stay Program
Emergency Response Reimbursement/PD
Animal Quarantines
2,508 1,840 3,000 2,000
266 832 1,300 1,500
15,318
688
35,497
0
25,000
5,000
75,000
5,000
602 0 1,000 0
Police Report Fee 86,675
1,683
47,840
1,950
75,000
2,000
50,000
1,500Firearm License Fee
Jail Booking Fee 207 0 0 0
Vehicle Storage Fee 39,936
141,882
7,807,685
4,285,493
599,429
235,856
438,990
21,215
290,630
136,033
915,874
62,838
805,052
790,342
411,913
237
32,001
148,716
15,006,452
1,743,347
401,779
99,559
230,508
15,086
258,376
71,580
784,580
52,866
717,277
926,178
105,741
375
40,000
150,000
11,600,000
2,800,000
420,000
100,000
215,000
17,000
280,000
297,000
827,000
44,100
645,000
750,000
200,000
0
30,000
150,000
15,200,000
1,734,160
337,120
82,740
212,000
12,650
281,750
167,850
755,270
44,100
805,630
850,000
225,000
0
Paramedic Subscription Fee
Paramedic Services Charge
Building Plan Check
Electrical Plan Check
Plumbing Plan Check
Mechanical Plan Check
Landscape Plan Review
Discretionary Application Fee
EIR Developer Fees
Land Use Certificate Processin
Shopping Cart Contain Program
Site Plan Review Charge
PREP Fees
Foreclosure Registration Program
Stop Pmt/Reissue Fee
Misc Service Charge 207,175
56,065
181,654
17,720
0 0
Engineering Service Charge 0 0
11
City Council 21 – 24 6/17/2025
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
Adopted
FY 24-25
PROPOSED
FY 25-26Account Description
57070 Sale of Printed Material 0 694
20
0 0
57470
57380
57383
57385
53741
53747
Copy of Lost Citation 45 100 100
Friend Of Zoo Vet Contribution
Friend of Zoo Contribution
60,000
71,016
40,000
28,649
1,562
60,000
36,181
40,000
38,111
3,124
60,000
60,000
40,000
45,000
0
60,000
40,000
40,000
45,000
0
Friend of Zoo Education Contribution
Small Cell Compliance Inspection Fee
Honorary Street Naming App-Fabrication & Install
53640
53642
53916
53204
53333
53334
53644
SB330 Preliminary Application Review
Public Hearing Notice
Military Recognition Banner Program Fee
Printing Fee
0 1,281
0
0
0
0
198 0
001870
0 9,015
1,120
91,211
0
7,100
2,000
30,000
7,000
21,427,100
5,700
0Pool Rental 0
Swim Lessons 0
0
79,000
3,500
24,239,570
Mills Act Review
Total CHARGES FOR SERVICES 20,128,708 24,145,877
FINES
55000
55201
55400
55401
55402
55403
55600
55606
57900
Parking Fines 4,920,275
2,345
5,683,146
3,141
4,900,000
2,100
4,850,000
2,300Lost/Damaged Library Material
Redlight Camera Program
Court Fines Traffic
Court Fines Non Traffic
Tobacco Fine
21,927
241,969
125,606
1,191
1,512 0 0
302,416
124,123
1,666
240,000
130,000
0
300,000
50,000
0
Administrative Citations
Fireworks Admin Citations
Bad Check Recoveries
Total FINES
442,398
7,477
442,079
395
368,000
10,000
20,000
5,670,100
390,000
1,000
13,714
5,776,901
22,980
6,581,458
22,500
5,615,800
FRANCHISE FEES
Gas Utility50050
50051
50053
50057
50058
688,153
1,709,765
1,230,401
594,587
797,464
1,817,086
812,384
575,000
1,800,000
1,000,000
0
700,000
1,900,000
1,000,000
0
Electrical Utility
CATV Franchise Fee
Refuse Franchise Fee – Commercial
Refuse Franchise Fee
Total FRANCHISE FEES
120
8,292,323
12,515,229
9,555,441
12,982,496
9,000,000
12,375,000
10,000,000
13,600,000
INTERDEPARTMENTAL REVENUES
Charges To Departments56000 0 0 0 6,125,000
Total INTERDEPARTMENTAL REVENUES 0 0 0 6,125,000
INTERGOVERNMENTAL
Prop Tax Pass-through50015
50501
50503
50505
50506
57304
57791
1,973,257
318,177
400,841
480
2,277,134
383,423
58,114
2,500,000
300,000
85,000
2,500,000
400,000
150,000
10,000
Motor Vehicle Licenses
SB90 State Mandated Costs-Reimbursement
POST Reimbursement 160 10,000
AB109 Reimbursement 591,394
67,120
604,754
59,262
600,000
56,440
700,000
61,440Rancho Santiago Reimbursement/PR
Overhead-Water 4,537,900 4,537,900 4,537,900 1,678,600
12
City Council 21 – 25 6/17/2025
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
Adopted
FY 24-25
PROPOSED
FY 25-26Account Description
Total INTERGOVERNMENTAL 7,889,169 7,920,746 8,089,340 5,500,040
LICENSES & PERMITS
51001
51002
51301
51401
51402
51403
51501
51600
51601
51602
51603
51604
51605
51606
51607
51608
51609
51613
Bingo Licenses 130
538,279
3,635
136
432,576
4,673
0
600,000
5,000
0
500,000
5,000
Dog Licenses
Filming Permits
Alarm Permit Fees
Street Closure Permits
Tobacco Permits
104,428
13,737
58,295
11,089
174,724
(8,221)
182,232
2,648,176
547,981
1,320,905
803,457
158,567
118,807
8,955
90,000
10,000
140,000
0
60,000
10,000
140,000
0
177,059
12,298Fireworks Stand Permits
General Plan Update Surcharge
Building Permits
188,445
2,357,858
528,713
1,228,894
830,506
201,677
74,495
170,000
2,800,000
550,000
1,290,000
860,000
160,000
130,000
10,000
19,800
0
180,000
1,928,120
318,580
753,330
345,170
204,870
63,860
12,500
5,000
Plumbing Permits
Electrical Permits
Heating Permits
Occupancy Permits
Grading Permits
Street Vendor Permit
News box Permit Fees
Outdoor Dining Permits
10,680
19,641 19,534
8851,529 0
Adult-Use Cannabis Retail Phase 1/Registration
Application
(2,506)7,548 0 0
51614
51616
51617
51618
51619
51620
51621
51622
51623
51624
Adult-Use Cannabis Retail Phase 2/Regulatory
Safety Permit
339,533
0
410,154
0
388,000
1,900
375,000
0Commercial Cannabis Testing Phase 1/Registration
Application
Commercial Cannabis Testing Phase 2/Regulatory
Safety Permits
12,968
27,500
2,127
13,500
0
13,000
0
13,000
0Commercial Cannabis Operating Agreement
Reimbursement Fees
Commercial Cannabis Cultivation Phase 1/Regst.
Application
8,793
6,001
24,833
154,448
155,655
390,567
5,000 4,000
6,000
12,500
120,000
125,000
300,000
Commercial Cannabis Manufacturing Phase
1/Regst. Application
6,642 5,000
Commercial Cannabis Distribution Phase 1/Regst.
Application
5,735 10,000
100,000
100,000
250,000
Commercial Cannabis Cultivation Phase 2/Rgltry
Sfty Prmt
78,450
156,826
285,809
Commercial Cannabis Manufacturing Phase
2/Rgltry Sfty Prmt
Commercial Cannabis Distribution Phase 2/Rgltry
Sfty Prmt
51703
51704
51302
51303
51709
Sewer Construction Permits
Street Construction Permits
Park Facility Permits
49,728
1,498,648
479
49,369
1,403,367
473
50,000
1,400,000
500
55,000
1,420,000
150
Special Event Permit 5,494 4,332 5,000 9,000
CIP Construction Permit Oversight Deposit
Total LICENSES & PERMITS
0 0 0 58,000
8,759,436 9,111,811 9,163,200 7,024,080
MISCELLANEOUS
City Events53331
53409
57000
137,076
1,966
174,148
2,218
50,000
2,000
0
55,000
2,000
0
Storage Of Weapon Fee
Expense Reimbursement 72,593 128,631
13
City Council 21 – 26 6/17/2025
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
Adopted
FY 24-25
PROPOSED
FY 25-26Account Description
57010 Miscellaneous Recoveries
Other Library Recoveries
Police OT Reimbursement
Police Miscellaneous Reimbursement
Indirect Cost Recovery
1,160,647 346,672 140,000 209,000
57200
57400
57402
57901
57461
57071
57770
57991
58002
57797
984
372,262
325,219
8,670,125
31,228
0
771
422,749
202,501
9,250,093
30,000
4,800
1,000
340,000
300,000
9,733,920
30,000
0
300
340,000
200,000
11,375,920
30,000
0
Jail Kitchen Rental
Sale of Land
Sale of Maps & Documents
Miscellaneous Receipts
Net Increase (Decrease) In Fai
PWA Digital Billboards/Banners
157,333
6,701
145,649
5,114
125,000
5,300
110,000
5,300
(5,220,032)
0
0 0 0
0 100,000
10,827,220
100,000
12,427,520Total MISCELLANEOUS 5,716,102 10,713,346
TAXES
50011
50012
50016
50030
50031
50032
50033
50034
50045
50046
50200
50201
50020
50021
50100
50101
50102
50103
50104
50022
50117
Property Tax 45,469,142
10,724,632
40,237,627
10,477,648
16,680,098
4,475,838
4,150,761
3,237,043
16,289,675
614,995
47,000,866
11,416,888
42,756,250
9,506,727
17,772,193
3,199,543
4,085,954
3,431,772
16,849,611
397,539
48,810,310
10,750,000
44,009,010
9,500,000
16,800,000
3,300,000
3,900,000
3,300,000
16,200,000
375,000
50,037,650
11,923,700
45,839,560
9,500,000
18,800,000
3,300,000
3,750,000
3,400,000
17,500,000
350,000
Santa Ana Residual
Prop Tax-In Lieu VLF
Hotel Visitor's Tax
Utility User Tax-Electric
Utility User Tax-Gas
Utility User Tax-Telephone
Utility User Tax-Water
Business Tax
Medical Marijuana Taxes
Documentary Stamp Tax
Homeowner Prop Tax Subvention
Sales Tax
1,001,788
184,514
1,252,105
178,549
800,000 1,200,000
180,000182,000
61,068,452
2,806,561
978,401
59,808,691
2,509,443
922,218
61,682,950
2,800,000
675,000
59,908,190
2,800,000
950,000
Half-Cent Sales Tax (Safety)
Commercial Cannabis - Cultivation Tax
Commercial Cannabis - Distribution Tax
Commercial Cannabis - Manufacturing Tax
Commercial Cannabis - Testing Facility Tax
Adult-Use Retail Business Cannabis Tax
Sales Tax Measure X
765,766 1,045,213
273,485
725,000 1,125,000
270,000375,701 250,000
5,708 6,335 5,000 5,000
14,790,695
86,849,805
11,500
13,464,904
83,602,679
6,089
12,500,000
85,632,610
0
9,951,460
83,953,880
0Cannabis Shared Manufacturer
Total TAXES 321,196,350 319,487,055 322,196,880 324,744,440
TRANSFERS-IN
59000 Transfer From Fund 029-Gax Tax 0 10,000 10,000 10,000
Total TRANSFERS-IN 0 10,000 10,000 10,000
USE OF MONEY
58000
57361
57362
57460
57462
57463
Earning On Investments 4,522,473
106,865
186,005
3,212
5,813,347
68,079
2,150,000
100,000
160,000
3,500
3,250,000
77,000Recreation Facility Rental
Rental Of Stadium 190,870
1,606
144,000
3,500Jail Revenue Facility - PD
Jail Revenue Facility - US Marshals
Jail Revenue Facility - Bureau of Prisons
12,054,185
664,390
10,625,425
789,029
11,250,000
650,000
9,200,000
700,000
14
City Council 21 – 27 6/17/2025
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
Adopted
FY 24-25
PROPOSED
FY 25-26Account Description
57464 Jail Revenue Facility - US Marshals San Diego 2,864,995 1,826,545 2,250,000 950,000
57960
57390
Rental Of Property 191,110
5,761
183,420
(11,920)
205,000
0
180,000
0PRCSA Godinez High School
Total USE OF MONEY 20,598,996 19,486,400 16,768,500 14,504,500
TOTAL GENERAL FUND SOURCES 402,580,891 410,439,189 406,527,340 413,790,950
15
City Council 21 – 28 6/17/2025
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Acct. Unit DEPARTMENT & DIVISION
City Manager
01103010 CITY MANAGER 2,647,971 3,290,454 3,663,160 3,795,070
300,00001103017 CMO - SERVICE ENHANCEMENT 216,667 200,000 300,000
Subtotal
Subtotal
2,864,637 3,490,454 3,963,160 4,095,070
City Council
01104012 CITY COUNCIL LEGISLATIVE 839,595 777,106 1,043,970 1,033,270
839,595 777,106 1,043,970 1,033,270
General Non-Departmental
01105015 GENERAL NON-DEPARTMENTAL
01105020 UNFUNDED LIABILITY (UAL)
1,500,530
38,876,473
40,377,003
2,870,811
30,668,743
33,539,555
1,899,720
36,644,110
38,543,830
4,933,920
41,982,430
46,916,350Subtotal
Interfund Transfers
01106017 INTER-FUND XFERS - SRV ENHCMNT
01106019 GENERAL FUND: INTERFUND TRANSFERS
Subtotal
1,081,870
31,286,744
32,368,614
1,081,870
33,238,711
34,320,581
1,081,870
16,918,100
17,999,970
1,081,870
15,397,660
16,479,530
City Clerk
01107017 COTC - SERVICE ENHANCEMENT
01107031 CITY CLERK- ADMIN
Subtotal
159,056
1,249,893
1,408,949
225,298
1,252,474
1,477,772
240,350
1,694,220
1,934,570
305,300
1,372,190
1,677,490
City Attorney
01108017 CAO - SERVICE ENHANCEMENT
01108032 CITY ATTORNEY
Subtotal
0
2,981,755
2,981,755
6,561
3,278,439
3,285,000
224,120
4,276,230
4,500,350
297,580
4,939,110
5,236,690
Human Resources
01109017 HR - SERVICE ENHANCEMENT
01109050 HUMAN RESOURCES
5,580
2,281,002
1,329,620
0
2,445,233
1,387,401
0
2,808,350
1,585,020
0
2,832,530
1,667,46001109051 HR EMPLOYEE RELATIONS-Service
Enhancements
Subtotal 3,616,201 3,832,634 4,393,370 4,499,990
Finance & Management Services
01110017 FMSA - SERVICE ENHANCEMENT
01110100 FIN/MGMT SVS-MANAGEMENT & SUPT
01110110 FIN/MGMT SVS-ACCOUNTING
01110115 FIN/MGMT SVS-PAYROLL
264,683
1,351,959
3,496,975
771,271
338,478
1,716,218
3,026,239
846,061
334,600
1,914,450
3,294,160
939,050
340,880
2,025,240
3,447,760
994,830
01110120 FIN/MGMT SVS-PURCHASING
01110130 FIN/MGMT SVS-TREAS/CUST SVS
1,444,953
2,478,109
1,320,873
1,584,488
2,637,533
1,308,089
1,784,470
2,777,090
1,556,940
1,703,680
3,135,190
1,369,08001110131 FIN/MGMT SVS-MUNICIPAL UTILITY
SERVICES
01110132 FIN/MGMT SVS-TAX AND LICENSING 480,162 511,655 667,400 878,030
Subtotal 11,608,984 11,968,761 13,268,160 13,894,690
Library
01111017 LIBRARY - SERVICE ENHANCEMENT
01111110 ADMINISTRATION
371,003 507,146 530,850 559,610
1,740,418 2,046,184 2,121,900 2,413,540
16
City Council 21 – 29 6/17/2025
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Acct. Unit DEPARTMENT & DIVISION
01111120 LIBRARY- OUTREACH SERVICES 0 292,920 325,960 335,460
823,72001111150 ADULT SERVICES 663,976
980,727
831,337
1,087,520
603,784
793,230
1,179,380
745,490
01111160 YOUTH SERVICES 1,139,880
836,15001111180 YOUNG ADULT SERVICES
01111190 TECH & SUPPORT SVCS
978,303
1,734,245
6,468,671
1,953,393
7,322,284
2,219,420
7,916,230
2,442,120
8,550,480Subtotal
Museum Fund
01112030 MUSEUM CAPITAL AND MAINTENANCE
Subtotal
2,566,833 1,673,522 1,715,320 1,769,950
2,566,833 1,673,522 1,715,320 1,769,950
Parks, Recreation, & Community Services
01113017 PRCSA - SERVICE ENHANCEMENT
01113200 PRCSA - ADMINISTRATION
01113220 PRCSA - ZOO
1,493,958
1,012,415
2,596,553
7,616,809
12,719,734
2,555,444
1,105,918
3,106,355
8,807,532
15,575,249
3,853,670
1,198,850
3,380,110
7,651,330
16,083,960
1,871,940
1,336,870
3,569,710
8,470,940
15,249,460
01113230 PRCSA - RECREATION & COMM. SVC
Subtotal
Police Department
01114017 PD - SERVICE ENHANCEMENT
01114400 OFFICE OF THE CHIEF OF POLICE
01114401 FISCAL & BUDGET
01114402 HUMAN RESOURCES
01114403 BUILDING & FACILITY
01114404 BACKGROUNDS
4,457,848
1,541,852
1,110,554
1,487,509
4,689,312
1,801,886
8,118,700
2,667,809
1,847,262
53,637,499
601,940
4,688,046
1,330,762
1,060,794
1,180,157
5,479,402
1,786,900
8,802,087
2,635,747
2,027,131
62,893,556
674,656
5,182,410
1,901,360
1,196,720
1,378,280
4,754,440
2,052,680
8,646,800
2,828,620
1,725,500
63,729,220
735,380
5,184,590
1,610,570
1,229,140
1,733,550
4,695,530
2,148,270
9,032,910
2,920,450
1,595,860
63,465,150
838,310
01114405 TRAFFIC
01114410 TRAINING SERVICES
01114415 INTERNAL AFFAIRS
01114420 FIELD OPERATIONS
01114421 PD ATHLETIC & ACTIVITY LEAGUE
01114425 INFORMATION SERVICES
01114430 ANIMAL SERVICES
1,944,627
0
1,724,863
0
1,856,050
3,791,480
9,864,290
2,130,040
3,777,650
9,384,96001114435 CRIMINAL INVESTIGATIONS-SERVICE
ENHANCEMENT
8,954,121 9,313,328
01114440 CRIMES AGAINST PERSONS 5,216,781
5,513,345
5,278,061
5,367,622
8,800,690
0
8,249,170
001114441 METROPOLITAN DIVISION-SERVICE
ENHANCEMENT
01114445 SPECIAL INVESTIGATIONS
01114448 EVIDENCE
2,345,502
917,379
2,449,228
990,264
4,186,290
1,033,550
1,322,790
2,786,540
2,247,430
8,159,380
4,179,430
1,033,470
1,356,010
2,771,980
2,252,920
7,037,540
01114450 CDC 1,494,904
2,326,984
1,594,773
6,751,116
1,250,127
2,204,185
1,690,413
7,108,342
01114455 FORENSIC SERVICES
01114460 RECORDS SERVICES
01114465 COMMUNICATIONS-SERVICE
ENHANCEMENT
01114470 VICE/NARCOTICS-SERVICE ENHANCEMENT 473,908 441,782
931,799
502,510
986,070
414,490
977,28001114471 INVESTIGATIONS SUPPORT SERVICE-
SERVICE ENHANCEMENT
1,150,058
01114475 JAIL OPERATIONS 18,666,627
301,186
19,833,366
289,214
22,110,040
272,140
22,762,820
264,13001114480 REGIONAL NARCOTIC SUPPRESSION
17
City Council 21 – 30 6/17/2025
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Acct. Unit DEPARTMENT & DIVISION
01114485 HOMELAND SECURITY & EMERGENCY
MANAGEMENT
288,954 300,431 286,870 294,590
01114490 TOBACCO RETAIL LICENSE PRG 46,550 173,816 207,500 223,370
Subtotal 139,948,988 151,906,082 162,545,030 161,564,180
Fire & Emergency Medical Services
01115017 FIRE - SERVICE ENHANCEMENT
01115330 FIRE SUPPRESSION/EMS
9,159,578
42,996,867
52,156,445
12,513,161
32,358,717
44,871,879
14,681,740
43,155,630
57,837,370
16,737,840
44,527,010
61,264,850Subtotal
Planning & Building
01116017 PBA - SERVICE ENHANCEMENT
01116500 PLNG & BLG AGY-ADMINISTRATION
01116510 PLNG & BLG AGY-PLANNING
01116520 PLNG & BLG AGY-PERMIT & INS SV
01116530 PLNG & BLG AGY-PERMIT & PLN CK
298,661
2,543,608
1,885,409
2,226,758
2,695,819
1,632,624
782,511
395,580
2,716,518
2,507,378
2,606,675
3,487,990
2,087,108
772,267
470,150
3,057,670
3,401,230
3,031,400
3,688,380
3,159,820
923,750
448,730
2,954,050
3,232,700
3,231,080
3,396,630
2,712,260
1,198,670
1,020,890
0
01116540 PLNG & BLG AGY-COMM PRESERVA
01116550 PROACTIV RENTL ENFORCEMENT PRG
01116560 NEIGHBORHOOD INITIATIVES PROGR
01116570 ANIMAL SERVICES
598,655 800,437 998,810
4,084,423
16,748,469
4,510,177
19,884,130
0
Subtotal 18,731,210 18,195,010
Public Works
01117017 PWA - SERVICE ENHANCEMENT
01117605 PUB WKS-CITY FCLTIES LIC AGRMT
01117606 PUB WKS DEVELOPMENT ENGINEERING
01117607 PWA SERVICES
4,171,499
55,062
582,053
0
6,363,216
54,020
6,408,820
45,610
4,203,300
360,800
583,984
0
550,000
0
550,000
5,617,550
3,303,320
4,942,110
5,359,650
01117611 PWA - Construction Engineering
01117612 CIP ENGINEERING
1,901,804
0
1,787,290
500,000
6,477,193
2,404,940
1,400,000
6,620,16001117620 PUB WKS-TRAFFIC/TRANSPORTATION
ENGINEERING-SERVICE ENHANCEMENT
4,261,397
01117621 PUB WKS-Bus Shelter Program – Service 977,106 91,715 0 750
Enhancement
01117622 PWA RIGHT-OF-WAY 40,440
596,166
121,149
833,712
100,000
607,010
102,710
610,33001117625 PUB WKS-ROADWAY MARKING/SIGNS
01117626 PUB WKS-SIDEWALKS-SERVICE
ENHANCEMENT
1,000,000 1,500,000 1,100,000 1,102,490
01117630 PUB WKS- STREET LIGHT MAINT SVCS
ENHANCEMENT
3,173,602 5,189,599 3,293,190 3,654,110
01117642 PUB WKS-GRAFFITI ABATEMENT PROGRAM 2,085,339
3,807,727
2,056,046
3,944,747
2,170,940
4,623,390
2,226,930
4,430,96001117643 PUB WKS-Pub Works Trees – Service
Enhancement
01117644 PUB WKS-CROSSING GUARD-SERVICE
ENHANCEMENT
912,773
423,428
985,465 1,072,880
0
1,117,680
001117650 PUB WKS-SARTC MAINTENANCE-SERVICE
ENHANCEMENT
2,386,757
01117651 PARK MAINTENANCE SERV ENHCMENT
01117652 PWA - PARK SERVICE ENHANCEMENT
01117660 PWA_ Road Maintenance
Subtotal
12,211,063
3,946,604
550,319
15,509,548
4,149,226
2,811,414
55,345,083
13,384,600
4,687,260
3,500,000
51,968,800
12,970,950
4,724,480
3,502,090
58,780,21040,696,381
18
City Council 21 – 31 6/17/2025
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Acct. Unit DEPARTMENT & DIVISION
Community Development
01118017 CDA - SERVICE ENHANCEMENT
01118810 ECONOMIC DEVELOPMENT
1,097,087 1,625,520 1,051,660 1,150,850
2,292,710
494,030
3,651,078
230,453
1,279,434
1,294,596
1,986,860
717,61001118811 HOMELESS SERVICES-SERVICE
ENHANCEMENT
01118812 CDA ADMIN-SERVICE ENHANCEMENT
01118825 SALES TAX REBATE AGREEMENT
402,294
275,000
564,615
153,336
296,630
275,000
810,340
275,000
Subtotal 5,655,913 4,917,502 4,327,760 5,022,930
TOTAL GENERAL FUND USES 373,027,173 394,187,593 406,773,060 424,230,150
19
City Council 21 – 32 6/17/2025
City of Santa Ana Measure X
Fiscal Year Ended June 30, 2026
Recurring costs
identified in
Prior Fiscal Years
8,100,000
1,200,000
500,000
Recurring costs
identified in
FY25-26
One-time costs
identified in
FY25-26
Department
Responsible
Total plan
spendingCategoryDescription
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Fixing Streets
Public Safety Response - Homelessness (Labor)
Public Safety Response - Homelessness (Contractual and Other)
QOLT Clean-Up Contract Homeless Services
Homeless Outreach & Engagement
Navigation Center Maintenance
QOLT Clean-Up Staffing (2 Maint Workers II + Sanitation Inspect II)
Code Enforcement Officers (2)
PD
PD
8,100,000
1,200,000
500,000
574,880
75,000
PWA
CDA
CDA
PWA
PBA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
574,880
75,000
666,390
323,109
1,000,000
1,500,000
1,000,000
1,000,000
2,000,000
350,000
666,390
323,109
1,000,000
1,500,000
1,000,000
1,000,000
2,000,000
350,000
100,000
1,500,000
250,000
Streetlight Pole work - Underlit Areas
Alley Improvement ProgramFixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Sidewalk and/or Street Repair
Traffic Calming
Pavement Maintenance
Median Landscaping
Maintain Asphalt Pothole Repair Services
Business Area Road Improvements
Left Turn Signal at MacArthur & Flower
Funding for additional police officers, traffic collision investigators; office
assistants to relieve police officers stand-by pay, cash-outs, and related
benefits
100,000
-
-
1,500,000
250,000
Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
PD
PD
PD
5,184,590
2,870,170
5,184,590
2,870,170Police Department Overtime
Public Safety Specialized Units: Criminal Investigations; Gang Prevention
and Suppression; Communications; Enforcement; and Investigations and
Support Service
Ambulance Service contract increase to maintain service level
Human Resources Technician dedicated to Police Recruiting
Park Maintenance and Repairs / Master Plan
Armed Security for Parks
2,024,905
2,273,210
103,000
4,802,860
1,667,000
1,999,540
20,075
14,685,500
526,965
779,970
220,000
559,610
-
2,024,905
3,173,210
103,000
4,802,860
1,667,000
1,999,540
20,075
14,685,500
526,965
779,970
220,000
559,610
235,320
100,000
213,770
1,330,000
60,635,864
Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
Maintaining Parks
FMSA
HR
PRCSA/PWA
PRCSA/PWA
PWA
PRCSA
FMSA
PRCSA
PRCSA
PWA
Library
Library
CDA
PRCSA
PRCSA
900,000
Maintaining Parks
Maintaining Parks
Maintaining Parks
Park Facilities Personnel
Park Ambassador
Retaining Firefighters
Youth Services
Orange County Fire contract increase to maintain service level
Zoo and Recreation Personnel
Zoo Contract & Supply Enhancements
Crossing Guards
Librarians and Administrative Support Personnel
Library Equipment & Expenses for Branch Reopening
Youth Employment Program
Sports & Rec. Equipment Lending + Additional Programming
Centennial Park Lighting
Youth Services
Youth Services
Youth Services
Youth Services
Youth Services
Youth Services
Youth Services
-
235,320
100,000
213,770
-1,330,000
3,315,320Subtotal Before Unrestricted Purposes 56,420,544 900,000
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
FY18-19 Budget Deficit - Planned Use of General Fund Reserve
FY18-19 Budget Deficit - Planned Staff Savings Not Implemented
New Debt Payments for Purchase of Streetlights
FMSA
FMSA
PWA
PWA
10,200,000
1,500,000
800,000
10,200,000
1,500,000
800,000
Street Tree Maintenance (Tree-Trimming)678,330 678,330
20
City Council 21 – 33 6/17/2025
City of Santa Ana Measure X
Fiscal Year Ended June 30, 2026
Recurring costs
identified in
Prior Fiscal Years
300,000
Recurring costs
identified in
FY25-26
One-time costs
identified in
FY25-26
Department
Responsible
Total plan
spendingCategoryDescription
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Universal Legal Defense Fund for Dreamers & Parents
Public Meeting Software & ADA Captioning
Sales Tax Rebate - Volvo & TACenergy
CMO
COTC
CDA
300,000
90,000
725,000
90,000
635,000 90,000
PWAUnrestricted General Revenue Purpose Santa Ana Regional Transportation Center Subsidy and Maintenance 1,100,000 1,100,000
FMSAUnrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Subtotal Unrestricted Purposes
Support for Utility Billing, Business Retention, and HR - Administrative
Principal HR Analyst
Permit Service Technician - PBA
Engineering Salaries for Review of Plan Checks and Permits
Vietnamese Community Liaison
Part-Time Staff Salaries
1,439,923
75,100
125,624
550,000
150,000
85,120
136,400
297,580
150,000
215,300
331,160
100,000
-
1,439,923
75,100
125,624
550,000
150,000
85,120
HR
PBA
PWA
CMO
CMO
CMO
CAO
PWA
COTC
PRCSA
CDA
Executive Assistant 136,400
297,580
150,000
215,300
331,160
100,000
150,000
520,000
129,140
420,000
921,000
200,000
36,910
250,000
500,000
250,000
250,000
300,000
250,000
23,226,587
Full-time Staff Attorney Position
Protected Bike Lane Sweeping Program
Support for City Clerk
Increase the City Events Budget
Graffiti Arts Program
Funding for Art Walk
Arts & Culture Event Sponsorship Program / Arts Funding
Economic Dev. Spec. I
City Council, Contract Vendor Personnel Services
PWA Graffiti Abatement Service Enhancement (Graffiti Removal)
Zoning Code Updates
Fleet Operating Support - Operating Supplies
Bristol Parking Lot Improvements
Backflow Prevention Devices (Cross-Connection Control Program)
Fire Station Facilities Master Plan
Bus Shelters
CDA
CDA
CDA
150,000
200,000320,000
129,140
420,000
921,000
-
CMO
PWA
PBA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
200,000
36,910
250,000
500,000
250,000
250,000
300,000High Priority Blue Lights/ Cameras
Bus Shelter Maintenance 250,000
21,036,587 350,000 1,840,000
Totals $77,457,130 $1,250,000 $5,155,320 $83,862,450
21
City Council 21 – 34 6/17/2025
CANNABIS
PUBLIC
BENEFIT
FUND
YOUTH SERVICES (52%)FY 2025-26
$326,880Library Staffing & Support
Hotspots and Chromebooks Data Plans $277,850
Digital Subscriptions & Content
Book Mobile
$236,810
$99,330
$87,070
$2,594,510
$339,670
$92,440
$66,910
Library Youth Programs & Events
Recreation & Zoo Staffing & Support
Internship Program Wages & Support
Teen Excursions
Aquatics Program & Maintenance
Zoo and You $60,000
$59,930
$28,780
$25,380
FY 2025-26
PROPOSED
REVENUE
&
Recreauto
EcoCenter
Recreation Youth Programs & Services
TOTAL FY 2025-26 PROPOSED BUDGET $4,295,560
TOTAL FY 2024-25 ADOPTED BUDGET $4,420,190
ENFORCEMENT SERVICES (48%)FY 2025-26
City Attorney Staffing & Support $264,340
SPENDING
PLAN:
Code Enforcement Staffing & Support $1,253,760
Code Enforcement Equipment & Supplies $56,130
Police Staffing & Support $1,739,050
Police Contracts, Equipment, & Supplies $240,490
$8,208,260 Evidence Warehouse $233,400
$125,530Finance Collections Staffing & Support
TOTAL FY 2025-26 PROPOSED BUDGET $3,912,700
TOTAL FY 2024-25 ADOPTED BUDGET $5,016,510
22
City Council 21 – 35 6/17/2025
Estimated Spendable Fund Balance Summary
Fiscal Year 2025-2026
Fund FY 25-26
Revenues
FY 25-26
Transfers In
FY 25-26 Total
Resources
FY 25-26
Expenditures
FY 25-26
Transfers Out
FY 25-26
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceNumber Fund Name Beginning Balance1
GENERAL FUND
011 GENERAL FUND2 108,415,830 413,780,950 10,000 413,790,950 (392,221,650)(32,008,500)(424,230,150)(10,439,200)97,976,630
General Fund Total 108,415,830 413,780,950 10,000 413,790,950 (392,221,650)(32,008,500)(424,230,150)(10,439,200)97,976,630
SPECIAL REVENUE FUNDS
INMATE WELFARE FUND
SPECIAL GAS TAX
AIR QUALITY IMPR. (AB 2766)
SEWER CONNECTION FEE
CIVIC CENTER MAINTENANCE
OPIOID REMEDIATION
EMERGENCY & HEALTH GRANTS
WORKFORCE INVESTMENT ACT
ORANGE COUNTY SSA GRANTS
OES UASI
D.O.J. GRANT FUND
POLICE BLOCK GRANTS
023
029
031
055
074
111
122
123
124
125
127
128
130
131
133
135
136
137
138
139
140
142
143
144
145
152
158
165
166
167
169
177
179
180
181
182
183
185
186
1,593,847
5,210,435
227,307
2,945,824
(139,979)
506,286
4,062,129
(292,851)
2,367
(933,703)
35,549
780,629
2,043,903
1,248
1,566,731
(952,689)
(182,968)
-
(12,657)
388,693
2,532,096
319,171
88,830
(45,419)
359,204
5,137,553
115,566
(18,077)
1,088,380
110,732
570,382
573,480
9,148
515,000
16,930,360
400,790
555,000
3,490,000
1,403,450
768,810
2,765,460
48,120
537,910
40,000
1,004,560
1,642,440
59,630
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
515,000
16,930,360
400,790
555,000
3,490,000
1,403,450
768,810
2,765,460
48,120
537,910
40,000
1,004,560
1,642,440
59,630
(1,406,100)
(8,748,550)
(393,790)
-
(3,476,900)
(1,403,450)
(782,000)
(2,283,480)
(48,120)
(537,910)
(40,000)
(1,044,370)
(471,320)
(59,630)
(1,262,900)
(5,272,670)
(55,950,000)
(2,650,000)
(4,525,000)
(349,760)
(5,955,890)
-
-(1,406,100)
(20,366,530)
(400,790)
-
(3,490,000)
(1,403,450)
(795,300)
(2,339,520)
(48,120)
(537,910)
(40,000)
(1,044,370)
(480,860)
(59,630)
(1,264,200)
(5,367,100)
(55,950,000)
(2,650,000)
(4,525,000)
(350,000)
(6,047,180)
-
(891,100)
(3,436,170)
702,747
1,774,265
227,307
3,500,824
(139,979)
506,286
4,035,639
133,089
2,367
(933,703)
35,549
740,819
3,205,483
1,248
(11,617,980)
(7,000)
-
(13,100)
-
555,000
-
--
(13,300)
(56,040)
(26,490)
425,940
-
-
-
-
-
-
-
(39,810)
1,161,580HOME PROGRAM FEDERAL GRANT
MISC GRANTS
(9,540)
-
(1,300)
(94,430)
-
HOUSING AUTHORITY-ISSUER FEE
COMMUNITY DEV BLOCK GRANT
HOUSING AUTHORITY-VOUCHER HAP
HOUSING AUTHORITY- MAINSTREAM
HOUSING AUTHORITY- MS5
HOUSING AUTHORITY-NEW CONSTR
HOUSING AUTHORITY-VOUCHER ADM
NSP FEDERAL GRANT
CALHOME MFGD HSG LOAN
PRISON TO EMPLOYMENT PROGRAM
RENTAL REHABILITATION GRANT
PUBLIC LIBRARY GRANT FUND
PLANNING GRANTS PROGRAM
OFFICE OF SAFETY GRANT
US DOJ ASSET FORFEITURE FUND
US TREASURY ASSET FORFEITURE
RECREATION GRANTS FUND
EMERGENCY RENTAL ASSISTANCE PG
ARPA EHV HAP
76,440 76,440 (1,187,760)
(338,700)
378,971
(1,291,389)
(181,968)
-
5,028,400
55,951,000
2,650,000
4,525,000
350,000
5,834,220
87,440
71,600
14,830
650
-
5,380
174,320
-
5,028,400
55,951,000
2,650,000
4,525,000
350,000
5,834,220
87,440
71,600
14,830
650
-
5,380
174,320
-
-
-
-
1,000
-
-
-
(12,657)
388,693
2,319,136
406,611
158,280
(45,419)
349,154
5,136,293
118,256
(18,077)
488,380
85,732
356,882
589,940
9,148
221,424
56,569,030
(817)
(240)
(91,290)(212,960)
87,440
69,450
-
(10,050)
(1,260)
2,690
-
(600,000)
(25,000)
(213,500)
16,460
-
57,190
(498,470)
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(2,150)
(14,830)
(10,700)
(1,260)
(2,150)
(14,830)
(10,700)
(1,260)
(2,690)(2,690)
(174,320)
(600,000)
(25,000)
(500,360)
(5,000)
(174,320)
(600,000)
(25,000)
(500,360)
(5,000)
--
286,860
21,460
1,850,000
185,200
-
286,860
21,460
1,850,000
185,200
-
(1,850,000)
(128,010)
(498,470)
(24,830)
(375,160)
(2,293,920)
(200,000)
(103,368,540)
(1,850,000)
(128,010)
(498,470)
(24,830)
(375,160)
(2,293,920)
(200,000)
(115,272,760)
ARPA EHV ADMIN FEES 164,234
57,067,500
(817)
(651,615)
(786,481)
153,865
83,637,835
AMERICAN RESCUE PLAN ACT
HOME-ARP PROGRAM FEDERAL GRANT
ARPA - CA FOR ALL YOUTH WDP
RENT STABILIZATION
24,830 24,830
375,160
2,400,000
200,000
110,274,320
375,160
2,400,000
200,000
110,274,320
-(651,615)
(680,401)
153,865
78,639,395
-
-
106,080
-
(4,998,440)
HCV FSS FORFEITURES
Special Revenue Funds Total (11,904,220)
23
City Council 21 – 36 6/17/2025
Estimated Spendable Fund Balance Summary
Fiscal Year 2025-2026
Fund FY 25-26
Revenues
FY 25-26
Transfers In
FY 25-26 Total
Resources
FY 25-26
Expenditures
FY 25-26
Transfers Out
FY 25-26
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceNumber Fund Name Beginning Balance1
OTHER RESTRICTED FUNDS
012
016
020
021
022
024
025
051
053
110
121
655
670
671
CANNABIS PUBLIC BENEFIT FUND
CASP CERTIFICATION & TRAINING
OTS-TRAFFIC OFFENDER PROGRAM
CATV FUND
PRCSA / LIBRARY FEE & DONATION
POLICE ACTIVITIES & PROGRAMS
IDB & EZ VOUCHER MONITORING
CAPITAL OUTLAY FUND
4,083,377
517,471
6,952
415,098
5,910
(335,660)
180,992
469,327
2,330,760
114,973
733,699
-
631,122
11,514,168
20,668,189
-8,208,260 8,208,260
85,000
(8,208,260)
(85,000)
(21,000)
(200,000)
(15,000)
(896,260)
(50,000)
(672,000)
(3,287,710)
(16,000)
(100,000)
(12,191,360)
(110,640)
(231,480)
(26,084,710)
-
-
-
-
-
-
-
-
-
-
-
-
-
(8,208,260)
(85,000)
(21,000)
(200,000)
(15,000)
(896,260)
(50,000)
(672,000)
(3,287,710)
(16,000)
(100,000)
(12,191,360)
(110,640)
(12,533,480)
(38,386,710)
-
-
4,083,377
517,471
(7,948)
215,098
(9,090)
(374,660)
132,992
469,327
2,330,760
114,973
733,699
-
631,122
11,514,168
20,351,289
85,000
6,100
-
-
857,260
2,000
672,000
3,287,710
16,000
100,000
-
-
-
-
-
-
-
-
-
6,100
-
-
(14,900)
(200,000)
(15,000)
(39,000)857,260
2,000
672,000
3,287,710
16,000
100,000
12,191,360
110,640
12,533,480
38,069,810
(48,000)
-
-
-
-
-
-
-
CITY SERVICES
STRONG MOTION INSTRUMENTATION
SPECIAL REPAIR/DEMOLITION
2018 SERIES TAX ALLOC BOND
COSA RDA
-
-
12,191,360
110,640
-
-
COSA RDA OBLIGATION RETIREMENT 12,533,480
17,559,550
(12,302,000)
(12,302,000)Other Restricted Funds Total 20,510,260 (316,900)
ENTERPRISE FUNDS
027
054
056
057
060
067
068
069
PARKING FUND 2,396,319
(1,529,220)
9,771,463
4,626,265
19,695,154
530,565
2,381,631
6,112,871
43,985,048
5,078,420
20,000
9,842,830
915,000
77,000,000
436,340
6,270,500
22,457,030
122,020,120
-
580,000
-
2,800,010
-
1,081,870
1,700,000
-
5,078,420
600,000
(5,078,420)
(600,000)
-
-
(5,078,420)
(600,000)
-
-
-
2,396,319
(1,529,220)
9,771,463
3,876,265
19,695,154
188,905
1,308,201
5,429,211
41,136,298
SANITARY SEWER CAPITAL
SANITARY SEWER SERVICE
FED CLEAN WATER PROTECTION ENT
WATER REVENUE
REGIONAL TRANSP CENTER
SANITATION FUND
9,842,830
3,715,010
77,000,000
1,518,210
7,970,500
22,457,030
128,182,000
(8,862,830)
(3,515,010)
(75,762,000)
(1,859,870)
(9,043,930)
(18,620,880)
(123,342,940)
(980,000)
(950,000)
(1,238,000)
-
(9,842,830)
(4,465,010)
(77,000,000)
(1,859,870)
(9,043,930)
(23,140,690)
(131,030,750)
(750,000)
-
(341,660)
(1,073,430)
(683,660)
(2,848,750)
-
REFUSE COLLECTION SERVICE (4,519,810)
(7,687,810)Enterprise Funds Total 6,161,880
INTERNAL SERVICE FUNDS
EQUIPMENT REPLACEMENT FUND
BUILDING MAINT FUND
FLEET MAINTENANCE/STORES
LIABILITY AND PROPERTY INS FND
EMPLOYEE GROUP INSURANCE
WORKERS COMPENSATION FUND
CITY YARD OPERATION
070
073
075
080
081
082
085
101
109
2,830,874
666,025
318,852
11,090,875
2,457,780
18,750,496
(645,536)
1,850,819
6,552,578
43,872,764
2,051,780
6,466,200
6,585,050
13,158,200
29,297,190
10,137,660
3,503,330
9,398,470
10,871,030
91,468,910
-
-
-
2,051,780
6,466,200
6,585,050
17,813,020
31,831,770
10,137,660
3,503,330
9,398,470
10,871,030
98,658,310
(2,536,780)
(6,466,200)
(6,585,050)
(17,813,020)
(32,645,580)
(10,137,660)
(2,489,290)
(9,333,300)
(16,869,510)
(104,876,390)
-
-
-
-
-
-
(2,536,780)
(6,466,200)
(6,585,050)
(17,813,020)
(32,645,580)
(10,137,660)
(2,489,290)
(9,427,180)
(16,869,510)
(104,970,270)
(485,000)2,345,874
666,025
318,852
11,090,875
1,643,970
18,750,496
368,504
1,822,109
554,098
-
-
-4,654,820
2,534,580 (813,810)
-
1,014,040
(28,710)
(5,998,480)
(6,311,960)
-
-
-
-
-
(93,880)
-
PUB WKS-ADMIN & PLANNING
INFO SYS STRATEGIC PLAN
Internal Service Funds Total 7,189,400 (93,880)37,560,804
24
City Council 21 – 37 6/17/2025
Estimated Spendable Fund Balance Summary
Fiscal Year 2025-2026
Fund FY 25-26
Revenues
FY 25-26
Transfers In
FY 25-26 Total
Resources
FY 25-26
Expenditures
FY 25-26
Transfers Out
FY 25-26
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceNumber Fund Name Beginning Balance1
CAPITAL PROJECT FUNDS
032
041
048
058
059
147
203
225
313
314
417
418
607
991
MEASURE M-STREET CONSTRUCTION
TRANSP SYS IMPR AREA A-2
TRANSIT ZONING CODE
RESIDENTIAL STREET IMPROVEMENT
SELECT STREET CONSTRUCTION
STREET SAFETY PROGRAM
LOCAL DRAINAGE AREA NO 3
LOCAL DRAINAGE AREA V
RESIDENTIAL DEVELOP DISTRICT 3
RESIDENTIAL DEVELOP DISTRICT 4
CDA INCLUSIONARY HOUSING FEE
CDA CAPITAL PROJECTS
11,091,255
716,996
219,277
2,327,505
9,513,660
(998,867)
775,940
408,502
726,001
47,164
4,384,444
148,618
14,628,320 -
-
-
-
14,628,320 (16,512,210)
(716,000)
(219,280)
-
-
-
-
-
-
-
-
(16,512,210)
(716,000)
(219,280)
(1,883,890)
(716,000)
(219,280)
99,660
(9,311,570)
-
(450,000)
(408,510)
(200,000)
(115,000)
(2,451,020)
1,940
(943,440)
(2,370,680)
(18,967,790)
9,207,365
996-
-
-
-(3)
655,000 655,000
14,187,120
2,754,220
(555,340)(555,340)2,427,165
202,090
(998,867)
325,940
(8)
526,001
(67,836)
1,933,424
150,558
3,317,917
4
-14,187,120 (23,498,690)
(2,754,220)
(450,000)
(408,510)
(200,000)
(23,498,690)
(2,754,220)
(450,000)
(408,510)
(200,000)
2,754,220 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
(115,000)-
(12,250)
-
(11,960)
-
(115,000)
121,500
1,501,940
432,000
-
121,500
1,501,940
432,000
-
(2,560,270)
(1,500,000)
(1,363,480)
(2,370,680)
(53,223,680)
(2,572,520)
(1,500,000)
(1,375,440)
(2,370,680)
(53,247,890)
HOUSING AUTHORITY LMIHF
TRAN SYS IMP AUT AREA A
4,261,357
2,370,684
35,992,537Capital Project Funds Total 20,092,980 14,187,120 34,280,100 (24,210)17,024,747
DEBT SERVICE FUNDS
404
406
COSA 2014 LEASE FINANCING
2021 PENSION OBLIGATION BONDS
8
13,785
13,792
-
-
-
730,550
15,231,410
15,961,960
730,550
15,231,410
15,961,960
(730,540)
(15,472,740)
(16,203,280)
-
-
-
(730,540)
(15,472,740)
(16,203,280)
10
(241,330)
(241,320)
18
(227,545)
(227,528)Debt Service Funds Total
GRAND TOTAL - ALL FUNDS $336,585,996 $775,196,830 $64,020,620 $839,217,450 $(819,321,190)$(64,020,620)$(883,341,810)$(44,124,360)$292,461,636
1 The Beginning Balance is based on the assumption that the approved FY24–25 revenue and expenditure budgets are fully realized—that is, all revenues will be collected and all expenditures will be spent. Therefore, any anticipated revenue surpluses or deficits, as well as expenditure
savings at FY24–25 year-end, are not yet reflected. As a result, the FY25–26 Estimated Ending Fund Balance may temporarily show a net deficit, which is expected to rebalance during FY25–26. Additionally, due to the timing of reimbursements for grants that follow cycles different from
the City’s fiscal year, there may also be a temporary net deficit in the FY25–26 Estimated Ending Fund Balance.
2 The General Fund includes funding set aside for the Pension Stabilization Trust.
*When reviewing the report, fund balances for Sewer and Water should be considered alongside their respective capital funds. For Water (Fund 060), that includes the Acquisition & Construction Fund (Fund 066), and for Sewer (Fund 056) it includes the Sanitary Sewer Capital Fund (Fund
054).
25
City Council 21 – 38 6/17/2025
This Page Intentionally
Left Blank
26
City Council 21 – 39 6/17/2025
27
City Council 21 – 40 6/17/2025
FY 25-26 ORGANIZATION CHART
AUTHORIZED FULL-TIME EMPLOYEES
Residents of the City of Santa Ana
Mayor and City
Council
City Attorney
23
City Manager
16
City Clerk
7
Parks, Recreation &
Community Services Planning &
Building
Library
39
Public Works
326
Police Finance &
Management
Services
Information
Technology
Community HumanDepartmentDevelopmentResources
66 665102 24 83 3272
FY 25-26 Total Authorized Full-Time Positions: 1,455
28
City Council 21 – 41 6/17/2025
Citywide Position Summary
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Administrative Receptionist (Excepted) (UC)
Assistant City Manager (EM)
City Manager (EM)
Citywide Community Liaison (Excepted) (UC)
Deputy City Manager (EM)
Executive Assistant (Excepted) (UC)
1
2
1
0
1
3
1
3
1
1
1
0
1
2
1
1
1
3
0
3
1
1
1
1
1
Management Aide (Excepted) (UC)(1)
Management Analyst (Excepted) (UC)
Principal Management Analyst (Excepted) (AM)
Public Affairs Information Officer (Excepted) (AM)
Senior Executive Assistant to the City Manager (Excepted) (AM)
Senior Graphics Artist (Excepted) (UC)1
TOTAL CITY MANAGER'S OFFICE 15 1 16
Assistant City Clerk (MM)
City Clerk (EM)
Executive Secretary (UC)
Senior Deputy City Clerk
Senior Office Assistant
1
1
1
2
2
1
1
1
2
2
TOTAL CITY CLERK'S OFFICE 7 0 7
Assistant City Attorney (Excepted) (MM)5
1
1
1
1
3
1
3
2
1
3
1
1 6
1
1
1
1
1
1
3
3
1
3
1
Chief Assistant City Attorney (Excepted) (MM)
Chief Assistant City Attorney-Employee Relations (Excepted) (CMM)
City Attorney (EM)
City Attorney’s Office Executive Legal Assistant (Excepted) (AM)
Deputy City Attorney (Excepted) (MM)
Management Analyst – Police Oversight Commission (Excepted) (UC)
Paralegal (Excepted) (UC)
Senior Assistant City Attorney (Excepted) (MM)
Senior Legal Management Analyst (Excepted) (AM)
Senior Paralegal (Excepted) (UC)
(2)
1
Senior Assistant City Attorney - Employee Relations (Excepted) (CMM)
TOTAL CITY ATTORNEY'S OFFICE 23 0 23
Benefits and Compensation Manager (MM)
Employee Relations Analyst (UCE)
Employee Relations Manager (CMM)
Executive Director of Human Resources (EM)
Executive Secretary – Human Resources (UCE)
Human Resources Analyst (UC)
Human Resources Operations Manager (CMM)
Human Resources Technician (UC)
Management Analyst (UC)
Organizational Development and Training Manager (MM)
Payroll Systems Analyst (UC)
Principal Employee Relations Analyst (CAM)
Principal Human Resources Analyst (AM)
Risk Management Analyst (UC)
Risk Management Assistant (UC)
Risk Management Specialist (UC)
Risk Management Supervisor (AM)
Risk Manager (MM)
Safety Administrator (MM)
Senior Employee Relations Analyst (CAM)
Senior Human Resources Analyst (AM)
Senior Organizational Development and Training Analyst (AM)
1
2
1
1
1
4
1
4
1
1
1
1
2
2
1
1
1
1
1
1
2
1
1
2
1
1
1
4
1
4
1
1
1
1
2
2
1
1
1
1
1
1
2
1
29
City Council 21 – 42 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
TOTAL HUMAN RESOURCES 32 0 32
Accountant I
Accountant II
Accounting Assistant
2
7
2
1
1
1
1
1
1
2
3
1
9
1
1
1
1
5
1
1
4
1
1
1
3
5
2
1
1
1
1
1
1
1
1
1
2
1
2
5
2
1
1
1
1
1
1
2
3
1
10
1
1
1
1
5
1
1
4
1
1
1
3
6
2
1
1
1
1
1
1
1
1
1
2
1
(2)
Accounting Manager (MM)
Accounts Payable Supervisor
Administrative Services Manager (MM)
Assistant Buyer
Assistant Director of Finance and Management Services (MM)
Budget and Research Manager (AM)
Business Tax Collector / Inspector
Buyer
Central Services Supervisor
Customer Service Representative
Data Entry Office Assistant
Executive Director of Finance and Management Services (EM)
Executive Secretary (UC)
Financial Analyst (UC)
Meter Reader Collector
Payroll Manager (AM)
Payroll Systems Analyst (UC)
Payroll Technician (UC)
Purchasing Supervisor
Reprographic Equipment Operator
Revenue Supervisor
1
Senior Accountant
Senior Accounting Assistant
Senior Budget Analyst (AM)
Senior Buyer
Senior Financial Analyst (AM)
Senior Management Analyst (AM)
Senior Payroll Technician (UC)
Supervising Accountant
1
Tax Compliance Officer
Treasury and Customer Services Manager (MM)
Treasury Services Specialist
Treasury Services Supervisor
Utilities Billing / Systems Technician
Utilities Customer Service Supervisor
TOTAL FINANCE & MANAGEMENT SERVICES AGENCY 72 0 72
Executive Secretary (UC)
Graphics Designer I
Librarian
Library Operations Manager (MM)
Library Services Assistant
Library Services Director (EM)
Library Technician
Management Aide (UC)
Principal Librarian
Principal Management Analyst (AM)
Senior Accounting Assistant
Senior Librarian
Senior Library Technician
Senior Management Analyst (AM)
1
1
8
1
6
1
3
0
4
0
1
8
3
1
1
1
9
1
6
1
3
1
4
1
0
8
3
0
1
1
1
(1)
(1)
TOTAL LIBRARY 38 1 39
Deputy Parks, Recreation, and Community Services Director (Recreation) (MM)
Deputy Parks, Recreation, and Community Services Director (Zoo) (MM)
1
1
1
1
30
City Council 21 – 43 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Executive Director of Parks, Recreation, and Community Services (EM)
Executive Secretary (UC)
General Maintenance Worker
Graphics Designer I
1
1
2
1
0
1
1
2
0
1
(1)
1Graphics Designer II
Lead Accounting Assistant
Management Aide (UC)
1
2
1
2
Management Analyst (UC)
Principal Management Analyst (AM)
Recreation and Community Services Supervisor
Recreation Program Coordinator
Recreation Specialist
Senior Accounting Assistant
Senior Management Analyst (AM)
Site Director
2
1
7
10
13
1
1
1
(1)
1
1
1
7
10
14
1
1
0(1)
(1)
(1)
Site Teacher
Teacher's Aide
1
1
0
0
Transportation Driver 3 3
Zoo Animal Care Manager (AM)
Zoo Curator of Education
Zoo Education Specialist
Zoo Keeper I
1
1
4
7
1
1
4
7
Zoo Keeper II 3 3
Zoo Operations Coordinator
Zoo Veterinarian
1
1
1
1
TOTAL PARKS, RECREATION, & COMMUNITY SERVICES AGENCY 69 (3)66
Accounting Assistant
Animal Service Officer I
1
2
1
2
Background Investigator 3 3
Correctional Manager (RM)
Correctional Officer I
Correctional Supervisor
1
73
9
1
73
9
Crime Research Analyst 4 4
Emergency Operations Coordinator
Executive Secretary to the Police Chief (UC)
Firearms Examiner
1
1
1
1
1
1
Forensic Services Supervisor
Forensic Specialist I
2
9
2
9
Forensic Specialist II 2 2
Graphics Designer I 1 1
Human Resources Analyst (UC)
Human Resources Specialist (UC)
Information Technology Support Technician II
Jail Administrator (RM)
1
2
2
1
1
2
2
1
Lead Correctional Records Specialist
Lead Police Records Specialist
Management Aide (UC)
4
3
1
4
3
1
Park Ranger 2 2
Parking Control Officer 10
1
1
2
3
10
1
1
2
3
Police Administrative Budget Manager (RM)
Police Administrative Manager (RM)
Police Athletic / Activities League Assistant Director
Police Captain (RM)
Police Chief (EM)1 1
Police Communications Manager (RM)
Police Communications Supervisor
Police Community Services Specialist
Police Evidence and Supply Specialist
Police Evidence and Supply Supervisor
Police Fiscal Services Supervisor
Police Investigative Specialist
1
4
1
9
2
1
11
1
4
1
9
2
1
132
31
City Council 21 – 44 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Police Lieutenant (RM)
Police Officer
Police Oversight Commission Secretary (UC)
Police Photo / Video Specialist
Police Records Supervisor
Police Sergeant
14
338
1
1
2
44
6
35
1
1
1
14
338
1
1
2
44
8
37
1
1
1
Police Service Officer 2
2Police Services Dispatcher
Police Systems Manager (RM)
Police Systems Supervisor
Rangemaster
Security Electronics Technician
Senior Accounting Assistant
Senior Correctional Records Specialist
Senior Human Resources Analyst (AM)
Senior Management Analyst (AM)
Senior Office Assistant
1
2
8
1
1
14
1
1
3
8
1
1
12
1
1
(2)
Senior Office Specialist
Senior Parking Control Officer
Senior Police Records Specialist
Senior Systems Administrator
Video Technician
1
11
2
1
11
2
1 1
TOTAL POLICE DEPARTMENT 660 5 665
Accounting Assistant 1
1
1
1
2
2
1
2
3
1
2
0
20
2
3
1
1
1
1
1
2
3
1
1
2
1
1
1
2
2
1
1
2
11
2
0
6
2
1
1
1
1
0
2
1
4
3
1
2
1
24
2
3
1
1
0
1
1
2
3
1
1
3
1
1
1
2
2
1
1
2
12
2
1
6
2
Administrative Services Manager (MM)
Assistant Community Planner
Assistant Director of Planning and Building (MM)
Assistant Plan Check Engineer
Assistant Planner I
Assistant Planner II
Associate Plan Check Engineer
Associate Planner
Building Safety Manager (MM)
Code Enforcement Associate
Code Enforcement Manager (MM)
Code Enforcement Officer
Code Enforcement Principal (AM)
Code Enforcement Supervisor
Executive Director of Planning and Building Safety (EM)
Executive Secretary (UC)
(2)
2
1
4
Management Aide (UC)(1)
Management Analyst (UC)
Permit Services Principal (AM)
Permit Services Processor
Permit Services Technician
Planning Commission Secretary
Planning Manager (MM)
Planning Technician 1
Principal Building Inspector (AM)
Principal Community Planner (AM)
Principal Plan Check Engineer (MM)
Principal Planner (AM)
Receptionist
Records Specialist
Secretary
Senior Associate Plan Check Engineer
Senior Building Inspector
Senior Community Planner
Senior Management Analyst (AM)
Senior Office Assistant
1
1
Senior Permit Services Technician
32
City Council 21 – 45 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Senior Plan Check Engineer
Senior Planner
Supervising Building Inspector
2
3
2
2
3
2
TOTAL PLANNING & BUILDING AGENCY 95 7 102
Accounting Assistant
Administrative Services Manager (MM)
Assistant Engineer
3
1
20
0
2
1
1
15
1
1
2
10
1
6
2
1
1
1
1
1
1
6
7
1
5
13
1
1
1
2
1
2
9
4
2
1
1
8
1
1
14
6
6
1
1
1
2
8
1
5
1
2
4
1
8
6
1
(1)2
1
19
1
2
0
2
15
0
1
2
10
0
6
2
1
1
1
1
1
1
8
7
1
5
13
1
1
1
2
1
2
9
4
2
1
1
8
1
1
14
7
6
1
1
1
2
8
1
5
1
2
4
1
7
5
1
(1)
1Assistant Fleet Services Technician
Assistant Instrument Technician
Assistant Park and Landscape Planner
Assistant Public Works Maintenance Manager (AM)
Associate Engineer
Associate Park and Landscape Planner
Associate Traffic Operations Engineer
Building Maintenance Supervisor
Building Maintenance Technician
Community Liaison
(1)
1
(1)
(1)
Construction Inspector
Corporate Yard Maintenance Attendant
Data Entry Office Assistant
Deputy City Engineer (MM)
Deputy Public Works Director / City Engineer (MM)
Deputy Public Works Director / Maintenance Services Manager (MM)
Deputy Public Works Director / Parks, Fleet, and Facilities Manager (MM)
Deputy Public Works Director / Water Resources Manager (MM)
Engineering Aide
Engineering Technician
Enterprise Program Manager (AM)
Equipment Operator
Equipment Operator - Water Services
Executive Director of Public Works (EM)
Executive Secretary (UC)
Facilities Maintenance Manager (AM)
Fleet Parts Specialist
Fleet Services Manager (AM)
Fleet Services Supervisor
Fleet Services Technician II
Fleet Services Technician III
General Maintenance Assistant
General Maintenance Leader
General Maintenance Supervisor
General Maintenance Worker
Instrument Technician
Lead Accounting Assistant
Maintenance Worker II
Management Aide (UC)
Management Analyst (UC)
NPDES Manager
Office Assistant
Park and Landscape Design Manager (MM)
Park Services Inspection Supervisor
Park Services Inspector II
Park Services Superintendent (MM)
Principal Civil Engineer (MM)
Principal Management Analyst (AM)
Public Works Contracts Administrator
Public Works Crew Leader
2
1
Public Works Dispatcher
Public Works Projects Manager
Public Works Projects Specialist
Public Works Safety Assistant
(1)
(1)
33
City Council 21 – 46 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Public Works Safety Coordinator
Records Specialist
Right-of-Way Coordinator
Sanitation Inspector II
Senior Accounting Assistant
Senior Associate Engineer
Senior Civil Engineer
Senior Construction Inspector
Senior Engineer (T)
Senior Management Analyst (AM)
Senior Office Assistant
Senior Water Services Supervisor
Solid Waste Enforcement Officer
Stock Clerk
Storekeeper
Stores and City Yard Property Specialist
Stormwater Coordinator
1
1
1
4
8
5
10
2
5
2
9
1
3
1
1
1
2
2
3
1
1
3
1
3
6
1
1
4
1
0
3
2
25
2
6
3
1
1
0
4
9
4
10
2
5
2
6
0
3
1
1
1
2
2
3
1
1
3
1
3
6
0
1
4
1
2
3
2
25
2
6
3
(1)
1
(1)
(3)
(1)
Street Lighting Maintenance Worker
Street Maintenance Supervisor
Systems Technician
Tree Maintenance Supervisor
Tree Trimmer
Water Conservation Specialist
Water Services Crew Leader
Water Services Meter Repairer II
Water Services Production Supervisor
Water Services Quality Coordinator
Water Services Quality Inspector
Water Services Quality Supervisor
Water Services Superintendent
Water Services Supervisor
Water Services Utility Inspector
Water Services Worker II
Water Systems Electrician
Water Systems Operator II
Water Systems Operator III
(1)
2
TOTAL PUBLIC WORKS AGENCY 332 (6)326
Administrative Services Manager (MM)
Arts and Culture Specialist
Code Enforcement Officer
1
1
2
4
1
1
4
1
4
1
1
1
1
1
1
1
4
2
11
1
4
1
1
2
1
1
2
4
1
1
4
1
4
1
1
1
1
1
1
1
4
2
11
1
4
1
1
2
Community Development Analyst
Community Development Commission Secretary
Economic Development Manager (MM)
Economic Development Specialist I
Economic Development Specialist II
Economic Development Specialist III
Executive Director of Community Development (EM)
Executive Secretary (UC)
Homeless Services Division Manager (MM)
Housing Authority Analyst
Housing Authority Coordinator
Housing Authority Operations Supervisor
Housing Division Manager (MM)
Housing Programs Analyst
Housing Programs Coordinator
Housing Specialist II
Management Aide (UC)
Management Analyst (UC)
Parking Meter Operations Supervisor
Parking Meter Technician I
Parking Meter Technician II
34
City Council 21 – 47 6/17/2025
Adopted
FY24-25
Workforce
Changes
Proposed
FY25-26Authorized Personnel
Rent Stabilization Manager (MM)
Residential Construction Specialist
Senior Accounting Assistant
Senior Community Development Analyst
Senior Housing Specialist
Senior Office Assistant
1
1
3
0
3
1
1
3
0
3
4
0
1
1
5
1Senior Office Specialist
Workforce Specialist I 1 1
Workforce Specialist II
Workforce Specialist III
13
2
13
2
Workforce Specialist IV 1 1
TOTAL COMMUNITY DEVELOPMENT AGENCY 81 2 83
Chief Technology Innovations Officer (EM)
Executive Secretary (UC)
GIS Administrator
1
1
1
2
1
1
1
1
1
3
1
7
1
1
1
1
1
1
2
1
1
1
1
1
3
1
7
1
1
1
GIS Systems Analyst / Programmer
Information Services Representative
Information Technology Applications Manager (MM)
Information Technology Infrastructure Manager (MM)
Information Technology Infrastructure Supervisor (AM)
Information Technology Support Supervisor
Information Technology Support Technician II
Network Specialist / WAN Systems Administrator
Principal Programmer Analyst
Programmer Analyst
Senior Programmer Analyst
Senior Systems Administrator
TOTAL INFORMATION TECHNOLOGY 24 0
7
24
AUTHORIZED GRAND TOTAL*1,448 1,455
*In FY23-24, the City changed its methodology for calculating full-time headcount. All full-time headcount is now calculated based on authorized positions,
regardless of funding status.
35
City Council 21 – 48 6/17/2025
This Page Intentionally
Left Blank
36
City Council 21 – 49 6/17/2025
FY 2025-2026PROPOSED BUDGET
37
City Council 21 – 50 6/17/2025
This Page Intentionally
Left Blank
38
City Council 21 – 51 6/17/2025
FY 2025-2026PROPOSED BUDGET
39
City Council 21 – 52 6/17/2025
City Manager's Office
Position Summary
Authorized Personnel
Administrative Receptionist (Excepted) (UC)
Assistant City Manager (EM)
City Manager (EM)
Citywide Community Liaison (Excepted) (UC)***
Deputy City Manager (EM)
Executive Assistant (Excepted) (UC)**
Management Aide (Excepted) (UC)
Management Analyst (Excepted) (UC)
Principal Management Analyst (Excepted) (AM)
Public Affairs Information Officer (Excepted) (AM)
Senior Executive Assistant to the City Manager (Excepted) (AM)*
Senior Graphics Artist (Excepted) (UC)
FY 24-25 Workforce Changes FY 25-26
1
2
1
0
1
3
1
3
1
1
1
0
1
2
1
1
1
3
0
3
1
1
1
1
1
(1)
1
Authorized Total 15 1 16.0
*Job Title Change for FY24-25 Mid-Year Class/Comp Reso #2025-007
**FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
***Reallocated position transferred from PWA
GENERAL FUND 15.50
INTERNAL SERVICE FUND 0.50
TOTAL AUTHORIZED POSITIONS 16.00
40
City Council 21 – 53 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01103010 CITY MANAGER 2,647,971 3,290,454 3,663,160 3,795,070
300,00001103017 CMO - SERVICE ENHANCEMENT
TOTAL EXPENDITURES
216,667 200,000 300,000
2,864,637 3,490,454 3,963,160 4,095,070
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,229,190 2,742,728 3,110,310 3,118,830
424,690
114,350
437,200
0
330,739
50,559
254,095
55
400,260
49,390
294,507
3,568
443,760
40,520
308,570
60,000
TOTAL 2,864,637 3,490,454 3,963,160 4,095,070
41
City Council 21 – 54 6/17/2025
GENERAL FUND
CITY MANAGER ACCOUNTING UNIT
01103017CMO - SERVICE ENHANCEMENT
Account
Code
ACTUAL
FY 22-23
216,667
ACTUAL
FY 23-24
ADOPTED
FY 24-25
300,000
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
200,000 300,000
216,667 200,000 300,000 300,000
TOTAL 216,667 200,000 300,000 300,000
42
City Council 21 – 55 6/17/2025
GENERAL FUND
CITY MANAGER
CITY MANAGER
Account
ACCOUNTING UNIT
01103010
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,603,194
7,747
FY 24-25
2,279,430
0
Salaries Regular 1,890,685
209,273
113,809
1,372
2,290,510
10,970
161,610
0
Salaries Cash Out/Separation
Salaries Part-Time 98,574
5,231
169,510
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
126,278
23,254
844
140,785
0
189,060
10,820
6,210
176,610
0
703 3,020
Medicare Insurance 26,155
226,091
9,367
29,178
235,225
13,972
107,726
2,742,728
35,370
299,520
21,900
98,490
3,110,310
34,810
309,120
21,560
110,620
3,118,830
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
102,454
2,229,190
62010
62120
62131
62140
62300
62600
62700
Communications 69,474
8,838
49,896
13,850
0
35,960
35,000
1,500
32,390
25,000
1,500
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
300
1,655 1,491
122,140
3,883
9,000
200,260
10,000
43,300
6,000
10,000
33,300
4,500
10,329
11,476
12,000
114,072
Auto Expense 12,000
143,760
18,000
124,690SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
50,037
521
48,866
525
37,670
2,850
111,500
2,850
SUBTOTAL COMMODITIES 50,559 49,390 40,520 114,350
65000
65010
65011
65012
65040
65055
65100
65105
Building Rental 42,420
7,440
1,530
504
42,420
8,437
47,700
3,280
157,430
9,480Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,550 3,340 3,060
525 0 0
55,770
0
79,640
12,199
130,127
18,609
294,507
95,000
13,230
128,380
17,640
308,570
90,840
12,470
147,580
16,340
437,200
127,896
18,535
254,095
Benefits Overhead
SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
55
55
0
3,568
3,568
60,000
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 60,000
TOTAL 2,647,971 3,290,454 3,663,160 3,795,070
43
City Council 21 – 56 6/17/2025
CATV FUND
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50054
58000
CATV Peg Access Support
Earning On Investments
TOTAL REVENUES
102,674 360,532 242,830 0
018,054 27,582 10,000
120,728 388,114 252,830 0
EXPENDITURES
02103010 CATV CAPITAL SUPPORT (PEG)
TOTAL EXPENDITURES
77,622
77,622
12,640
12,640
250,000
250,000
200,000
200,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
CONTRACTUALS
COMMODITIES
64,132 0 225,000 200,000
013,490 12,640 25,000
TOTAL 77,622 12,640 250,000 200,000
44
City Council 21 – 57 6/17/2025
CATV FUND
CITY MANAGER ACCOUNTING UNIT
02103002CATV CAPITAL SUPPORT (PEG)
Account ACTUAL
FY 22-23
102,674
ACTUAL
FY 23-24
ADOPTED
FY 24-25
242,830
PROPOSED
FY 25-26Code
50054
58000
LINE ITEM RESOURCES
CATV Peg Access Support
Earning On Investments
SUBTOTAL REVENUES
360,532 0
0
0
18,054 27,582 10,000
120,728 388,114 252,830
TOTAL 120,728 388,114 252,830 0
45
City Council 21 – 58 6/17/2025
CATV FUND
CITY MANAGER ACCOUNTING UNIT
02103010CATV CAPITAL SUPPORT (PEG)
Account ACTUAL
FY 22-23
2,842
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62010
62300
LINE ITEM RESOURCES
Communications 0
0
0
0 0
200,000
200,000
Contract Services-Professional
SUBTOTAL CONTRACTUALS
61,290 225,000
64,132 225,000
63001 Miscellaneous Operating Expenses 13,490 12,640 25,000 0
SUBTOTAL COMMODITIES 13,490 12,640 25,000 0
TOTAL 77,622 12,640 250,000 200,000
46
City Council 21 – 59 6/17/2025
OPIOID REMEDIATION
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57492
57493
57494
58000
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0
0
0
0
0
0
0
0
570,000 1,110,440
161,700
50,000
8,000
293,010
0
0
TOTAL REVENUES 0 0 789,700 1,403,450
EXPENDITURES
11103010 OPIOID REMEDIATION - CMO
TOTAL EXPENDITURES
0
0
0
0
1,456,450
1,456,450
1,403,450
1,403,450
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
69000
CONTRACTUALS
MISCELLANEOUS
0
0
0
0
789,700 1,192,930
210,520666,750
TOTAL 0 0 1,456,450 1,403,450
47
City Council 21 – 60 6/17/2025
OPIOID REMEDIATION
CITY MANAGER ACCOUNTING UNIT
11103002OPIOID REMEDIATION REVENUE - CMO
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
570,000
PROPOSED
FY 25-26Code
57492
57493
57494
58000
LINE ITEM RESOURCES
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0
0
0
0
0
0
0
0
0
0
1,110,440
161,700
50,000
8,000
293,010
0
0
SUBTOTAL REVENUES 789,700 1,403,450
TOTAL 0 0 789,700 1,403,450
48
City Council 21 – 61 6/17/2025
OPIOID REMEDIATION
CITY MANAGER ACCOUNTING UNIT
11103010OPIOID REMEDIATION - CMO
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
789,700
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 1,192,930
SUBTOTAL CONTRACTUALS 0 0 789,700 1,192,930
69011 Reserve Appropriation 0 0 666,750 210,520
SUBTOTAL MISCELLANEOUS 0 0 666,750 210,520
TOTAL 0 0 1,456,450 1,403,450
49
City Council 21 – 62 6/17/2025
COVID-19 RESPONSE
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000 Federal Grant-Direct
TOTAL REVENUES
1,685,467 1,381,747 0
0
0
01,685,467 1,381,747
EXPENDITURES
17803011 HEALTH & EQUITY LITERACY
TOTAL EXPENDITURES
2,097,385
2,097,385
832,047
832,047
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
62,764 (113,418)0
0
0
0
0
0
2,023,973
10,648
945,058
406
TOTAL 2,097,385 832,047 0 0
50
City Council 21 – 63 6/17/2025
COVID-19 RESPONSE
CITY MANAGER ACCOUNTING UNIT
17803002HEALTH & EQUITY LITERACY
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Federal Grant-Direct52000 1,685,467 1,381,747 0 0
SUBTOTAL REVENUES 1,685,467 1,381,747 0 0
TOTAL 1,685,467 1,381,747 0 0
51
City Council 21 – 64 6/17/2025
COVID-19 RESPONSE
CITY MANAGER ACCOUNTING UNIT
17803011HEALTH & EQUITY LITERACY
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61100
61120
61130
LINE ITEM RESOURCES
Salaries Regular 71,792 (113,197)0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 221
(5,390)
(656)
(221)
Retirement-Employer Normal Cost
Medicare Insurance
0
0
0Health Insurance (3,203)
62,764SUBTOTAL SALARIES & BENEFITS (113,418)
62300
63001
Contract Services-Professional 2,023,973 945,058 0 0
SUBTOTAL CONTRACTUALS 2,023,973 945,058 0 0
Miscellaneous Operating Expenses 10,648 406 0 0
SUBTOTAL COMMODITIES 10,648 406 0 0
TOTAL 2,097,385 832,047 0 0
52
City Council 21 – 65 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18103013 ARPA - CMO 1,325,398
1,325,398
ACTUAL
504,282
504,282
ACTUAL
132,400
132,400
ADOPTED
0
0TOTAL EXPENDITURES
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
23,895 117,512 124,770 0
0
0
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
1,294,178
2,276
380,516
0
0
0
5,050 6,254 7,630
TOTAL 1,325,398 504,282 132,400 0
53
City Council 21 – 66 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
CITY MANAGER
ARPA - CMO
Account
ACCOUNTING UNIT
18103013
ACTUAL
FY 22-23
ACTUAL
FY 23-24
78,176
ADOPTED
FY 24-25
84,300
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular (1,047)0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 11,554
(556)
(378)
12,190
433
0
262
0
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
9,397
12,271
0
10,300
14,690
0
Medicare Insurance 160 1,275
10,900
696
1,220
12,840
840
Health Insurance (2,002)
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,541
23,895
4,534
117,512
580
124,770
62300
63001
Contract Services-Professional 1,294,178 380,516 0 0
SUBTOTAL CONTRACTUALS 1,294,178 380,516 0 0
Miscellaneous Operating Expenses 2,276 0 0 0
SUBTOTAL COMMODITIES 2,276 0 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
5,940
830
0
0
0
0
0
4,411
639
5,472
782
760
Benefits Overhead 100
SUBTOTAL FIXED CHARGES 5,050 6,254 7,630
TOTAL 1,325,398 504,282 132,400 0
54
City Council 21 – 67 6/17/2025
55
City Council 21 – 68 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY COUNCIL
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01104012 CITY COUNCIL LEGISLATIVE
TOTAL EXPENDITURES
839,595
839,595
ACTUAL
777,106
777,106
ACTUAL
1,043,970
1,043,970
ADOPTED
1,033,270
1,033,270
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
171,927 165,153 156,290 176,970
788,800
67,500
0
460,787
43,271
63,610
100,000
505,148
43,023
63,610
173
781,300
34,000
72,380
0 0
TOTAL 839,595 777,106 1,043,970 1,033,270
56
City Council 21 – 69 6/17/2025
GENERAL FUND
CITY COUNCIL ACCOUNTING UNIT
01104012CITY COUNCIL LEGISLATIVE
Account ACTUAL
FY 22-23
85,500
ACTUAL
FY 23-24
ADOPTED
FY 24-25
84,000
PROPOSED
FY 25-26Code
61020
61100
61110
61120
61130
LINE ITEM RESOURCES
Salaries Part-Time 84,000 84,000
5,750Retirement-Employer Normal Cost
Part-Time Retirement
4,089
1,181
4,298
493
7,940
1,120 1,320
Medicare Insurance 2,217 2,313 2,080 2,900
Health Insurance 78,940
171,927
74,048
165,153
61,150
156,290
83,000
176,970SUBTOTAL SALARIES & BENEFITS
62010
62120
62140
62300
62302
62600
62700
Communications 1,089
27,271
1,319
503
30,464
31,473
147,525
246,759
6,425
0
38,500
24,800
240,700
420,000
15,300
42,000
781,300
0
78,500
24,800
208,200
420,000
15,300
42,000
788,800
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
231,568
147,649
9,890
Auto Expense 42,000
460,787
42,000
505,148SUBTOTAL CONTRACTUALS
63001
63030
Miscellaneous Operating Expenses
Legislative Community Events S
SUBTOTAL COMMODITIES
30,469
12,802
43,271
26,189
16,834
43,023
20,000
14,000
34,000
52,500
15,000
67,500
65000
65105
Building Rental 63,610
0
63,610
0
71,530
850
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 63,610 63,610 72,380
66200
66511
Buildings & Building Improvements
Computer Software Subscriptions
SUBTOTAL CAPITAL
100,000
0
0
173
173
0
0
0
0
0
0100,000
TOTAL 839,595 777,106 1,043,970 1,033,270
57
City Council 21 – 70 6/17/2025
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Left Blank
58
City Council 21 – 71 6/17/2025
FY 2025-2026PROPOSED BUDGET
59
City Council 21 – 72 6/17/2025
City Clerk's Office
Position Summary
Authorized Personnel
Assistant City Clerk (MM)
FY 24-25 Workforce Changes FY 25-26
1
1
1
2
2
1
1
1
2
2
City Clerk (EM)
Executive Secretary (UC)
Senior Deputy City Clerk
Senior Office Assistant
Authorized Total 7 0 7
GENERAL FUND 7.00
TOTAL AUTHORIZED POSITIONS 7.00
60
City Council 21 – 73 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY CLERK
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01107017 CITY CLERK- SERVICE ENHANCEMENT
01107031 CITY CLERK- ADMIN
159,056 225,298 240,350 305,300
1,249,893 1,252,474 1,694,220 1,372,190
TOTAL EXPENDITURES 1,408,949 1,477,772 1,934,570 1,677,490
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
654,402 739,561 1,014,020 1,107,870
306,980
29,700
619,452
9,445
125,651
0
574,967
14,428
148,234
582
750,500
22,700
146,460
890
181,830
51,110
TOTAL 1,408,949 1,477,772 1,934,570 1,677,490
61
City Council 21 – 74 6/17/2025
GENERAL FUND
CITY CLERK ACCOUNTING UNIT
01107017CITY CLERK- SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
27,311
ACTUAL
FY 23-24
ADOPTED
FY 24-25
105,290
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 96,938 109,120
0Salaries Overtime 1,817
724
2,018
4,445
0
4,420Retirement-Employer Normal Cost
Medicare Insurance
4,150
1,570
26,640
1,000
5,200
147,680
343 1,424 1,520
Health Insurance 5,044
0
25,637
887
26,640
970Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
1,286
36,527
5,746 1,530
137,094 140,370
62200
62300
Advertising 24,250
94,101
0
70,054
70,054
0
90,000
90,000
0
90,000
90,000
Contract Services-Professional
SUBTOTAL CONTRACTUALS 118,352
63001 Miscellaneous Operating Expenses 1,436 0 0 0
SUBTOTAL COMMODITIES 1,436 0 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
5,690
871
5,940
830
6,060
830
2,510
232
10,616
974
2,940
270
9,640
1,090
17,620
Benefits Overhead
SUBTOTAL FIXED CHARGES 2,742 18,151 9,980
66400 Machinery & Equipment 0 0 0 50,000
SUBTOTAL CAPITAL 0 0 0 50,000
TOTAL 159,056 225,298 240,350 305,300
62
City Council 21 – 75 6/17/2025
GENERAL FUND
CITY CLERK ACCOUNTING UNIT
01107031CITY CLERK- ADMIN
Account ACTUAL
FY 22-23
334,775
ACTUAL
FY 23-24
ADOPTED
FY 24-25
602,880
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 433,647 665,240
5,230Salaries Cash Out/Separation
Salaries Part-Time
99,032
54,498
3,932
0
4,369
142
0
37,820
7,000
38,820
7,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
17,608
1,981
37,369
164
55,500
1,420
58,900
860
Medicare Insurance 7,182 6,368
90,552
3,978
25,878
602,466
9,020 9,610
Health Insurance 73,890
1,070
132,480
5,680
140,280
6,240Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
23,907
617,875
21,850
873,650
28,010
960,190
62010
62120
62123
62131
62140
62200
62300
62600
62700
Communications 7,302
1,572
6,982
0
2,124
5,368
5,490
6,000
4,250
7,500Training, Transportation, Meetings
Meals 7,707 8,000 8,000
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
300 600 600
515 1,680 2,700 3,400
449 3,098 3,500 13,500
138,730
35,000
6,000
Contract Services-Professional
Parking Validation
456,751
25,029
2,500
501,100
450,990
27,647
6,000
593,210
35,000
6,000Auto Expense
SUBTOTAL CONTRACTUALS 504,914 660,500 216,980
63001 Miscellaneous Operating Expenses 8,009 14,428 22,700 29,700
SUBTOTAL COMMODITIES 8,009 14,428 22,700 29,700
65000
65040
65055
65100
65105
Building Rental 38,530
33,460
0
38,530
34,130
5,228
43,330
41,560
5,790
62,970
36,340
4,990
IT Maintenance Charge
Communications- Landlines
Insurance Charges 46,608
4,311
122,909
47,809
4,386
41,930
3,870
53,380
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 130,084 136,480 164,210
66511 Computer Software Subscriptions 0 582 890 1,110
SUBTOTAL CAPITAL 0 582 890 1,110
TOTAL 1,249,893 1,252,474 1,694,220 1,372,190
63
City Council 21 – 76 6/17/2025
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Left Blank
64
City Council 21 – 77 6/17/2025
FY 2025-2026PROPOSED BUDGET
65
City Council 21 – 78 6/17/2025
City Attorney's Office
Position Summary
Authorized Personnel
Assistant City Attorney (Excepted) (MM)
Chief Assistant City Attorney (Excepted) (MM)
Chief Assistant City Attorney-Employee Relations (Excepted) (CMM)
City Attorney (EM)
City Attorney’s Office Executive Legal Assistant (Excepted) (AM)
Deputy City Attorney (Excepted) (MM)
Management Analyst – Police Oversight Commission (Excepted) (UC)
FY 24-25 Workforce Changes FY 25-26
5
1
1
1
1
3
1
3
2
1
3
1
1 6
1
1
1
1
1
1
3
3
1
3
1
(2)
1
Paralegal (Excepted) (UC)
Senior Assistant City Attorney (Excepted) (MM)
Senior Legal Management Analyst (Excepted) (AM)
Senior Paralegal (Excepted) (UC)
Senior Assistant City Attorney - Employee Relations (Excepted) (CMM)
Authorized Total 23 0 23
GENERAL FUND
CANNABIS PUBLIC BENEFIT FUND
INTERNAL SERVICE FUND
18.00
1.00
1.00
OTHER RESTRICTED FUND 3.00
TOTAL AUTHORIZED POSITIONS 23.00
66
City Council 21 – 79 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY ATTORNEY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01108017 CAO - SERVICE ENHANCEMENT
01108032 CITY ATTORNEY
0 6,561 224,120 297,580
2,981,755 3,278,439 4,276,230 4,939,110
TOTAL EXPENDITURES 2,981,755 3,285,000 4,500,350 5,236,690
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,818,869 2,231,527 2,966,790 3,254,680
1,440,240
40,000
813,749
20,707
323,990
4,440
618,374
51,194
367,157
16,749
1,046,490
40,000
366,940
80,130
405,940
95,830
TOTAL 2,981,755 3,285,000 4,500,350 5,236,690
67
City Council 21 – 80 6/17/2025
GENERAL FUND
CITY ATTORNEY ACCOUNTING UNIT
01108017CAO - SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
165,580
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
224,760
26,590
3,260
Retirement-Employer Normal Cost
Medicare Insurance
20,230
2,400
27,480
1,660
0
Health Insurance 22,800
2,250Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,500
217,350 284,160
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
5,690
871
0
5,940
830
0
6,060
830
5,440
1,090
13,420
Benefits Overhead 0 0
SUBTOTAL FIXED CHARGES 6,561 6,770
TOTAL 0 6,561 224,120 297,580
68
City Council 21 – 81 6/17/2025
GENERAL FUND
CITY ATTORNEY
CITY ATTORNEY
Account
ACCOUNTING UNIT
01108032
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,358,858
67,292
4,925
FY 24-25
2,061,700
0
Salaries Regular 1,664,776
18,960
6,887
2,189,480
37,770
15,000
500
Salaries Cash Out/Separation
Salaries Part-Time 5,000
Salaries Overtime 377 567 500
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
115,681
0
179,896
0
231,560
790
238,630
0
185 258 0 540
Medicare Insurance 19,164
154,250
10,731
87,408
1,818,869
24,576
211,631
16,804
107,171
2,231,527
29,860
319,230
20,430
80,370
2,749,440
31,910
336,510
21,710
98,470
2,970,520
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62010
62120
62131
62140
62300
62302
62600
Communications 21,720
2,495
300
8,192
11,639
74
22,870
10,000
9,240
10,000Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
1,000 1,000
6,890
767,281
0
4,535
580,816
0
12,000 12,000
602,620
385,000
13,000
1,015,000
380,000
13,00015,064
813,749
13,117
618,374SUBTOTAL CONTRACTUALS 1,046,490 1,440,240
63001 Miscellaneous Operating Expenses 20,707 51,194 40,000 40,000
SUBTOTAL COMMODITIES 20,707 51,194 40,000 40,000
65000
65040
65055
65100
65105
Building Rental 144,630
64,140
0
144,630
71,110
10,892
117,218
16,746
360,596
162,640
74,210
10,330
99,340
13,650
360,170
152,190
87,820
12,050
124,670
15,790
392,520
IT Maintenance Charge
Communications- Landlines
Insurance Charges 100,652
14,568
323,990
Benefits Overhead
SUBTOTAL FIXED CHARGES
66510
66511
Computer Software 4,440
0
5,110
11,639
16,749
0
80,130
80,130
0
95,830
95,830
Computer Software Subscriptions
SUBTOTAL CAPITAL 4,440
TOTAL 2,981,755 3,278,439 4,276,230 4,939,110
69
City Council 21 – 82 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
CITY ATTORNEY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01208010 CITY ATTORNEY ENFORCEMENT SERVICES
TOTAL EXPENDITURES
514,854
514,854
ACTUAL
249,363
249,363
ACTUAL
285,740
285,740
ADOPTED
264,340
264,340
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
65000
SALARIES & BENEFITS
FIXED CHARGES
479,109 228,944 249,060 245,570
18,77035,745 20,419 36,680
TOTAL 514,854 249,363 285,740 264,340
70
City Council 21 – 83 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
CITY ATTORNEY ACCOUNTING UNIT
01208010CITY ATTORNEY ENFORCEMENT SERVICES
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
174,680
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 363,299
34,841
4,987
163,427 183,150
21,670
2,660
Retirement-Employer Normal Cost
Medicare Insurance
21,686
2,331
21,350
2,530
Health Insurance 49,668
3,430
27,192
3,221
27,480
1,750
27,480
1,830Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
22,884
479,109
11,087
228,944
21,270
249,060
8,780
245,570
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
5,580
0
5,690
871
5,940
830
6,060
830
26,351
3,814
35,745
12,126
1,732
20,419
26,300
3,610
36,680
10,790
1,090
18,770
Benefits Overhead
SUBTOTAL FIXED CHARGES
TOTAL 514,854 249,363 285,740 264,340
71
City Council 21 – 84 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
CITY ATTORNEY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18108013 ARPA-CAO 14,223
14,223
ACTUAL
2,870
2,870
ACTUAL
0
0
0
0TOTAL EXPENDITURES
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24
61000
65000
13,465 2,718 0
0
0
0FIXED CHARGES 758 152
TOTAL 14,223 2,870 0 0
72
City Council 21 – 85 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
CITY ATTORNEY
ARPA-CAO
Account
ACCOUNTING UNIT
18108013
ACTUAL
FY 22-23
ACTUAL
FY 23-24
1,893
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 8,698 0
0
0
0
0
0
0
0
0
0
0
0
0
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
656
1,522
229
238
137
26
Health Insurance 1,785
575
303
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
121
13,465 2,718
65100
65105
Insurance Charges 662
96
133
19
0
0
0
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 758 152
TOTAL 14,223 2,870 0 0
73
City Council 21 – 86 6/17/2025
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Left Blank
74
City Council 21 – 87 6/17/2025
75
City Council 21 – 88 6/17/2025
Human Resources
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Benefits and Compensation Manager (MM)
Employee Relations Analyst (UCE)
Employee Relations Manager (CMM)
Executive Director of Human Resources (EM)
Executive Secretary – Human Resources (UCE)
Human Resources Analyst (UC)
Human Resources Operations Manager (CMM)
Human Resources Technician (UC)
Management Analyst (UC)*
Organizational Development and Training Manager (MM)
Payroll Systems Analyst (UC)
Principal Employee Relations Analyst (CAM)
Principal Human Resources Analyst (AM)
Risk Management Analyst (UC)
Risk Management Assistant (UC)
Risk Management Specialist (UC)
Risk Management Supervisor (AM)
Risk Manager (MM)
Safety Administrator (MM)
Senior Employee Relations Analyst (CAM)
Senior Human Resources Analyst (AM)
Senior Organizational Development and Training Analyst (AM)
1
2
1
1
1
4
1
4
1
1
1
1
2
2
1
1
1
1
1
1
2
1
1
2
1
1
1
4
1
4
1
1
1
1
2
2
1
1
1
1
1
1
2
1
Authorized Total 32 0 32
*FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
GENERAL FUND
INTERNAL SERVICE FUND
17.95
13.60
0.45FEDERAL/STATE GRANTS
TOTAL AUTHORIZED POSITIONS 32.00
76
City Council 21 – 89 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01109017 HR - SERVICE ENHANCEMENT
01109050 HUMAN RESOURCES
5,580 0 0 0
2,832,530
1,667,460
2,281,002
1,329,620
2,445,233
1,387,401
2,808,350
1,585,02001109051 HR EMPLOYEE RELATIONS-Service Enhancements
TOTAL EXPENDITURES 3,616,201 3,832,634 4,393,370 4,499,990
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,473,622 2,798,019 3,181,000 3,231,950
676,450
41,500
733,293
70,661
338,626
0
663,768
44,925
319,841
6,081
749,390
56,000
317,480
89,500
399,090
151,000
TOTAL 3,616,201 3,832,634 4,393,370 4,499,990
77
City Council 21 – 90 6/17/2025
GENERAL FUND
HUMAN RESOURCES
HR - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01109017
ACTUAL
FY 22-23
5,580
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
65040 IT Maintenance Charge 0 0 0
SUBTOTAL FIXED CHARGES 5,580 0 0 0
TOTAL 5,580 0 0 0
78
City Council 21 – 91 6/17/2025
GENERAL FUND
HUMAN RESOURCES ACCOUNTING UNIT
01109051HR EMPLOYEE RELATIONS-Service Enhancements
Account ACTUAL
FY 22-23
721,839
ACTUAL
FY 23-24
ADOPTED
FY 24-25
819,790
PROPOSED
FY 25-26Code
61000
61010
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 820,581 909,510
6,990Salaries Cash Out/Separation
Retirement-Employer Normal Cost
Medicare Insurance
0
40,712
10,242
103,708
5,507
26,243
63,809
0
61,010 78,810
13,300
163,980
8,920
12,467 11,860
Health Insurance 126,932
8,433
134,620
7,830Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
42,258
924,266
47,915 40,240 40,940
1,222,4501,106,381 1,075,350
62120
62140
62300
62322
62700
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Auto Expense
9,896
2,150
322,744
0
5,134
6,085
14,200
6,500
14,200
6,500
153,186
640
356,300
1,200
309,720
1,000
1,200
335,990
900 1,000 1,200
SUBTOTAL CONTRACTUALS 165,946 379,200 332,620
63001 Miscellaneous Operating Expenses 9,094 8,969 15,900 10,900
SUBTOTAL COMMODITIES 9,094 8,969 15,900 10,900
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
34,700
5,315
48,240
6,720
37,090
5,090
52,649
7,620
60,270
57,829
8,261
52,390
7,220
52,640
6,670Benefits Overhead
SUBTOTAL FIXED CHARGES 106,105 114,570 101,490
TOTAL 1,329,620 1,387,401 1,585,020 1,667,460
79
City Council 21 – 92 6/17/2025
GENERAL FUND
HUMAN RESOURCES
HUMAN RESOURCES
Account
ACCOUNTING UNIT
01109050
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,095,314
1,878
FY 24-25
1,253,690
8,530
Salaries Regular 1,187,654
2,545
1,297,190
6,600Salaries Cash Out/Separation
Salaries Part-Time 130,805
2,784
106,175
2,809
398,840
10,800
270,910
3,200Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
80,600
3,739
117,551
2,923
121,170
4,660
120,740
6,300
Medicare Insurance 17,394
138,831
4,884
18,950
166,341
11,466
75,223
1,691,637
18,160 19,800
198,650
12,650
73,460
2,009,500
Health Insurance 209,590
12,220Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
73,127
1,549,356
67,990
2,105,650
62010
62120
62131
62140
62200
62300
62302
62322
62600
62700
Communications 23,828
41,879
888
5,491
66,470
1,104
3,980
90,120
1,650
2,910
61,120
1,650
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
18,388
11,024
282,375
5,900
18,199
11,520
374,670
10,863
995
20,000
11,450
199,950
8,750
20,000
11,450
226,550
8,750
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Parking Validation
1,473 1,890 500
10,348
1,200
7,611 30,000
2,400
10,000
900Auto Expense 900
SUBTOTAL CONTRACTUALS 397,303 497,823 370,190 343,830
63001 Miscellaneous Operating Expenses 61,566 35,956 40,100 30,600
SUBTOTAL COMMODITIES 61,566 35,956 40,100 30,600
65000
65040
65055
65100
65105
Building Rental 37,790
129,390
0
37,790
61,720
9,454
42,490
52,390
7,300
113,610
65,560
9,000
IT Maintenance Charge
Communications- Landlines
Insurance Charges 92,394
13,203
272,776
91,801
12,971
213,736
88,540
12,190
202,910
97,640
11,790
297,600
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 6,081 89,500 151,000
SUBTOTAL CAPITAL 0 6,081 89,500 151,000
TOTAL 2,281,002 2,445,233 2,808,350 2,832,530
80
City Council 21 – 93 6/17/2025
AIR QUALITY IMPR. (AB 2766)
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
03109050 HUMAN RESOURCES-AIR QUALITY IMPROVM
TOTAL EXPENDITURES
96,808
96,808
ACTUAL
167,204
167,204
ACTUAL
156,300
156,300
ADOPTED
102,460
102,460
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
56,055 95,133 75,250 78,450
01,033
0
1,363
0
3,000
7,000 7,000
10,560
1,450
5,000
FIXED CHARGES
TRANSFERS
26,762
1,461
11,497
30,003
1,120
39,585
14,820
1,230
MISCELLANEOUS 55,000
TOTAL 96,808 167,204 156,300 102,460
81
City Council 21 – 94 6/17/2025
AIR QUALITY IMPR. (AB 2766)
HUMAN RESOURCES ACCOUNTING UNIT
03109050HUMAN RESOURCES-AIR QUALITY IMPROVM
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
48,780
PROPOSED
FY 25-26Code
61000
61010
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 36,315 67,967 53,670
3,000
0
Salaries Cash Out/Separation
Salaries Part-Time
0
0
0
0
0
5,000
2,040
5,890
400
Retirement-Employer Normal Cost 3,009 4,179
5,457
0
2,040
5,460
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
6,976
0
Medicare Insurance 524 965 700 770
Health Insurance 7,017
0
12,149
524
9,980
450
9,980
490Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,215
56,055
3,892
95,133
2,010
75,250
3,040
78,450
62120
62140
Training, Transportation, Meetings
Membership, Subscription & Dues
SUBTOTAL CONTRACTUALS
0
1,033
1,033
0
1,363
1,363
1,200
1,800
3,000
0
0
0
63001 Miscellaneous Operating Expenses 0 0 7,000 7,000
SUBTOTAL COMMODITIES 0 0 7,000 7,000
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
3,350
0
2,560
392
2,670
370
2,730
370
2,760
399
4,697
671
2,620
360
3,910
0Benefits Overhead
Indirect Costs 20,253
26,762
21,683
30,003
8,800
14,820
3,550
10,560SUBTOTAL FIXED CHARGES
68001
69106
POB Misc Xfer to Fund 406 1,461 1,120 1,230 1,450
SUBTOTAL TRANSFERS 1,461 1,120 1,230 1,450
Incentive Drawings 11,497 39,585 55,000 5,000
SUBTOTAL MISCELLANEOUS 11,497 39,585 55,000 5,000
TOTAL 96,808 167,204 156,300 102,460
82
City Council 21 – 95 6/17/2025
LIABILITY AND PROPERTY INS FND
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56000
57000
57010
57019
58000
58002
58005
Charges To Departments 12,108,015
0
12,267,210
1,127
11,753,430 13,018,840
Expense Reimbursement
Miscellaneous Recoveries
Insurance Reimbursement
Earning On Investments
0 0
9,785 14,537
138,960
140,689
0
0
44,700
49,000
0
0
13,000
126,360
0
26,298
124,265
(1,450,448)
0
Net Increase (Decrease) In Fai
Investment Income-Trustee 4,910 0 0
59000-011 Transfer From Fund 011
TOTAL REVENUES
4,654,820 4,654,820 4,654,820 4,654,820
15,472,736 17,222,253 16,501,950 17,813,020
EXPENDITURES
08009051 LIABILITY & PROPERTY INS FUND
08009052 SAFETY PROGRAM
15,479,174
337,485
17,303,172
244,158
16,120,480
381,470
0
17,535,590
277,430
008009053 RISK MANAGEMENT PROJECTS
TOTAL EXPENDITURES
1,381,617 601,173
17,198,276 18,148,504 16,501,950 17,813,020
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
64000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
660,545
640,899
639,799
523,486
67,165
771,660 789,990
653,420
90,000
1,130,680
211,290
14,076,380
231,610
43,390
306,011
INSURANCE & CLAIMS
FIXED CHARGES
CAPITAL
13,758,496
376,062
15,990,150
256,891
637,347
33,666
15,955,750
227,240
53,0001,412,359
43,904DEBT SERVICE 36,940 43,620
TOTAL 17,198,276 18,148,504 16,501,950 17,813,020
83
City Council 21 – 96 6/17/2025
LIABILITY AND PROPERTY INS FND
HUMAN RESOURCES
RISK MANAGEMENT PROJECTS
Account
ACCOUNTING UNIT
08009053
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Buildings & Building Improvements
SUBTOTAL CAPITAL
66200 1,381,617 601,173 0 0
1,381,617 601,173 0 0
TOTAL 1,381,617 601,173 0 0
84
City Council 21 – 97 6/17/2025
LIABILITY AND PROPERTY INS FND
HUMAN RESOURCES
LIABILITY & PROPERTY INS REVEN
Account
ACCOUNTING UNIT
08009002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
56000
57000
57010
57019
58000
58002
58005
59000
LINE ITEM RESOURCES
Charges To Departments
Expense Reimbursement
Miscellaneous Recoveries
Insurance Reimbursement
Earning On Investments
Net Increase (Decrease) In Fai
Investment Income-Trustee
Transfer From Fund 011
SUBTOTAL REVENUES
12,108,015
0
12,267,210
1,127
11,753,430 13,018,840
0 0
9,785 14,537 0
44,700
49,000
0
0
13,000
126,360
0
26,298
124,265
(1,450,448)
0
138,960
140,689
0
4,910 0 0
4,654,820
15,472,736
4,654,820
17,222,253
4,654,820
16,501,950
4,654,820
17,813,020
TOTAL 15,472,736 17,222,253 16,501,950 17,813,020
85
City Council 21 – 98 6/17/2025
LIABILITY AND PROPERTY INS FND
HUMAN RESOURCES
LIABILITY & PROPERTY INS FUND
Account
ACCOUNTING UNIT
08009051
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
443,990
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 402,194
0
356,189 448,540
390Salaries Cash Out/Separation
Salaries Part-Time
48,054
7,910
3,220
019,304
324
0
Salaries Overtime 276 10,000
49,470
52,850
0
0
Retirement-Employer Normal Cost 25,105 34,714
45,330
297
48,710
75,000
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
58,202
724
Medicare Insurance 5,995 5,966 6,420
83,870
4,380
23,370
677,570
6,530
86,370
4,450
20,720
690,710
Health Insurance 58,959
1,889
50,910
3,146Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
25,165
597,860
21,678
574,469
62010
62012
62120
62130
62140
62300
62302
62600
62700
Communications 3,570
0
2,089
0
2,280
0
2,910
1,470Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
6,026
0
4,042
700
15,000
6,000
15,000
6,000
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
6,027
225,429
360,712
0
843 6,700 5,230
153,544
287,769
0
625,860
376,390
2,550
167,870
376,390
2,550
Auto Expense 1,200
602,964
900 600 1,200
SUBTOTAL CONTRACTUALS 449,887 1,035,380 578,620
63001 Miscellaneous Operating Expenses 123,043 12,397 36,290 15,000
SUBTOTAL COMMODITIES 123,043 12,397 36,290 15,000
64010
64050
64070
Insurance Payment 8,281,321
5,394,243
82,931
9,981,368
5,922,790
85,992
9,640,380
4,236,000
200,000
10,876,290
4,879,460
200,000
Losses Paid
Unemployment Claims Paid
SUBTOTAL INSURANCE & CLAIMS 13,758,496 15,990,150 14,076,380 15,955,750
65000
65040
65055
65100
65105
65400
Building Rental 67,140
18,130
0
67,140
19,060
2,919
75,500
26,270
3,660
46,440
26,800
3,680
IT Maintenance Charge
Communications- Landlines
Insurance Charges 30,762
4,453
25,686
3,670
30,440
4,190
27,590
4,820Benefits Overhead
Indirect Costs 232,423
352,908
118,697
237,172
74,470
214,530
89,560
198,890SUBTOTAL FIXED CHARGES
66400
66510
66511
Machinery & Equipment
Computer Software
0
0
0
0
0
0
15,890
2,500
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL
5,431
5,431
25,000
43,390
53,000
53,000
67301
67311
POB Principal-Misc 15,544
28,360
43,904
5,327
28,338
33,666
8,630
28,310
36,940
15,410
28,210
43,620
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 15,479,174 17,303,172 16,120,480 17,535,590
86
City Council 21 – 99 6/17/2025
LIABILITY AND PROPERTY INS FND
HUMAN RESOURCES
SAFETY PROGRAM
Account
ACCOUNTING UNIT
08009052
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
59,330
PROPOSED
FY 25-26Code
61000
61010
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 37,936
0
38,941 62,590
4,540
7,400
13,200
910
Salaries Cash Out/Separation
Retirement-Employer Normal Cost
3,781
5,172
6,754
670
0
7,250
10,220
860
4,061
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
9,416
516
Health Insurance 8,206
358
7,199
413
13,740
590
7,500
630Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,191
62,685
2,400
65,330
2,100
94,090
2,510
99,280
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
875
0
96
0
30,000
300
30,000
300
37,060
37,935
73,502
73,598
65,000
95,300
44,500
74,800
63001 Miscellaneous Operating Expenses 182,968 54,768 175,000 75,000
SUBTOTAL COMMODITIES 182,968 54,768 175,000 75,000
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
2,840
436
2,970
410
3,030
420
2,730
395
2,897
414
2,740
380
3,190
540Benefits Overhead
Indirect Costs 20,030
23,154
13,132
19,719
10,580
17,080
21,170
28,350SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 30,743 30,743 0 0
SUBTOTAL CAPITAL 30,743 30,743 0 0
TOTAL 337,485 244,158 381,470 277,430
87
City Council 21 – 100 6/17/2025
EMPLOYEE GROUP INSURANCE
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56000
56090
56800
56801
56802
56804
58000
58005
Charges To Departments 21,955,229
1,515,760
2,772,504
293,069
83,528
23,377,117
1,497,273
2,901,736
346,093
88,253
23,462,070 23,550,000
1,526,820
3,762,770
364,890
92,710
0
Benefit Overhead Charge
Employee Contribution
1,399,410
3,762,770
354,260
90,010
0
Medical Contribution
Child Care Contribution
POA Retiree Health Insurance-City Contribution
Earning On Investments
1,199,590
3,986
1,280,496
16,514 0 0
Investment Income-Trustee 0 3,819 0 0
59000-011 Transfer From Fund 011
TOTAL REVENUES
2,534,580 2,534,580 2,534,580 2,534,580
30,358,246 32,045,881 31,603,100 31,831,770
EXPENDITURES
08109052 SECTION 125 BENEFITS.
08109053 EMPLOYEE GROUP INSURANCE
TOTAL EXPENDITURES
399,153 438,844 456,270 469,600
28,756,965 30,757,052 30,644,200 32,175,980
29,156,118 31,195,896 31,100,470 32,645,580
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
64000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
906,018
175,008
18,430
1,000,702
153,920
8,739
1,147,990 1,131,220
335,700
20,000
325,150
20,000
INSURANCE & CLAIMS
FIXED CHARGES
CAPITAL
27,550,282
452,215
0
29,628,042
362,960
0
29,219,990
261,760
80,000
30,771,650
252,200
81,000
DEBT SERVICE 54,165 41,534 45,580 53,810
TOTAL 29,156,118 31,195,896 31,100,470 32,645,580
88
City Council 21 – 101 6/17/2025
EMPLOYEE GROUP INSURANCE
HUMAN RESOURCES
SECTION 125 BENEFITS REVENUE
Account
ACCOUNTING UNIT
08109002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
56000
56090
56800
56801
56802
56804
58000
58005
59000
LINE ITEM RESOURCES
Charges To Departments
Benefit Overhead Charge
Employee Contribution
Medical Contribution
FY 24-25
23,462,070
1,399,410
3,762,770
354,260
90,010
0
21,955,229
1,515,760
2,772,504
293,069
23,377,117
1,497,273
2,901,736
346,093
23,550,000
1,526,820
3,762,770
364,890
92,710
0
Child Care Contribution 83,528 88,253
POA Retiree Health Insurance-City Contribution
Earning On Investments
1,199,590
3,986
1,280,496
16,514 0 0
Investment Income-Trustee
Transfer From Fund 011
0 3,819 0 0
2,534,580
30,358,246
2,534,580
32,045,881
2,534,580
31,603,100
2,534,580
31,831,770SUBTOTAL REVENUES
TOTAL 30,358,246 32,045,881 31,603,100 31,831,770
89
City Council 21 – 102 6/17/2025
EMPLOYEE GROUP INSURANCE
HUMAN RESOURCES
SECTION 125 BENEFITS.
Account
ACCOUNTING UNIT
08109052
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
354,260
PROPOSED
FY 25-26Code
64090
64093
64094
LINE ITEM RESOURCES
Benefit Payments-Medical 307,702
77,690
13,761
399,153
343,167 364,890
92,710
12,000
469,600
Benefit Payments-Child Care
Flex Acct Bank Charges
84,080
11,598
90,010
12,000
SUBTOTAL INSURANCE & CLAIMS 438,844 456,270
TOTAL 399,153 438,844 456,270 469,600
90
City Council 21 – 103 6/17/2025
EMPLOYEE GROUP INSURANCE
HUMAN RESOURCES
EMPLOYEE GROUP INSURANCE
Account
ACCOUNTING UNIT
08109053
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
744,380
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 589,736
0
698,883 739,100
1,280Salaries Cash Out/Separation
Salaries Part-Time
2,545
0
11,830
28,920
5,000
4,891
99
27,840
5,000Salaries Overtime 138
Retirement-Employer Normal Cost 53,787 62,733
81,918
0
79,780
107,790
1,080
75,620
107,240
1,080
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
124,699
183
Medicare Insurance 8,493 10,299
97,585
6,088
40,514
1,000,702
11,210
117,670
7,350
11,120
118,610
7,290
Health Insurance 85,796
2,277Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
36,058
906,018
32,980
1,147,990
37,040
1,131,220
62010
62120
62131
62140
62200
62300
62302
62322
62600
62700
Communications 4,080
13,246
0
0
12,898
63
0
22,000
600
0
22,000
600
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
1,242
0
703 3,500
0
3,500
0344
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Parking Validation
154,975
86
138,016
0
290,650
0
304,970
0
178 995 6,700
500
2,930
50000
Auto Expense 1,200
175,008
900 1,200
325,150
1,200
335,700SUBTOTAL CONTRACTUALS 153,920
63001 Miscellaneous Operating Expenses 18,430 8,739 20,000 20,000
SUBTOTAL COMMODITIES 18,430 8,739 20,000 20,000
64010
64060
64092
Insurance Payment 24,942,511
2,193,984
14,634
26,690,002
2,484,008
15,188
26,480,810
2,267,460
15,450
27,800,000
2,486,600
15,450
Insurance Pass Through
Benefit Payments-Wellness
SUBTOTAL INSURANCE & CLAIMS 27,151,129 29,189,198 28,763,720 30,302,050
65000
65040
65055
65100
65105
65400
Building Rental 37,760
33,190
0
37,760
39,530
6,056
42,460
37,110
5,170
65,590
37,850
5,200
IT Maintenance Charge
Communications- Landlines
Insurance Charges 44,924
6,502
48,896
6,985
42,940
5,910
49,290
6,780Benefits Overhead
Indirect Costs 329,839
452,215
223,732
362,960
128,170
261,760
87,490
252,200SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 0 80,000 81,000
SUBTOTAL CAPITAL 0 0 80,000 81,000
67301
67311
POB Principal-Misc 19,176
34,988
54,165
6,573
34,962
41,534
10,650
34,930
45,580
19,010
34,800
53,810
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 28,756,965 30,757,052 30,644,200 32,175,980
91
City Council 21 – 104 6/17/2025
WORKERS COMPENSATION FUND
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56000
56900
57000
58000
58002
58005
Charges To Departments 10,182,080
0
10,558,708
292,000
437,497
243,400
0
9,647,980 9,966,210
Principal Repayment 292,000 0
Expense Reimbursement
Earning On Investments
Net Increase (Decrease) In Fai
Investment Income-Trustee
TOTAL REVENUES
454,030
170,789
(558,394)
0
0 0
100,000 171,450
0
0
0
06,684
10,248,505 11,538,289 10,039,980 10,137,660
EXPENDITURES
08209052 SAFETY PROGRAM
08209054 WORKERS COMPENSATION FUND
TOTAL EXPENDITURES
289,380 188,086 558,070 310,120
9,175,503 9,708,114 9,479,570 9,827,540
9,464,883 9,896,200 10,037,640 10,137,660
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
64000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
495,095
1,549,113
168,809
6,901,665
296,866
15,371
500,807
638,593
47,020
608,800 612,070
1,109,390
92,000
1,732,100
291,000
7,150,000
193,050
30,740
INSURANCE & CLAIMS
FIXED CHARGES
CAPITAL
8,449,551
215,746
15,371
8,060,830
194,920
30,740
DEBT SERVICE 37,965 29,112 31,950 37,710
TOTAL 9,464,883 9,896,200 10,037,640 10,137,660
92
City Council 21 – 105 6/17/2025
WORKERS COMPENSATION FUND
HUMAN RESOURCES
WORKERS COMPENSATION REVENUE
Account
ACCOUNTING UNIT
08209002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
56000
56900
57000
58000
58002
58005
LINE ITEM RESOURCES
Charges To Departments
Principal Repayment
FY 24-25
9,647,980
292,000
0
10,182,080
0
10,558,708
292,000
437,497
243,400
0
9,966,210
0
Expense Reimbursement
Earning On Investments
Net Increase (Decrease) In Fai
Investment Income-Trustee
SUBTOTAL REVENUES
454,030
170,789
(558,394)
0
0
100,000
0
171,450
0
06,684 0
10,248,505 11,538,289 10,039,980 10,137,660
TOTAL 10,248,505 11,538,289 10,039,980 10,137,660
93
City Council 21 – 106 6/17/2025
WORKERS COMPENSATION FUND
HUMAN RESOURCES
SAFETY PROGRAM
Account
ACCOUNTING UNIT
08209052
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
59,340
PROPOSED
FY 25-26Code
61000
61010
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 35,915
0
40,962 62,600
4,540
7,410
13,200
910
Salaries Cash Out/Separation
Retirement-Employer Normal Cost
3,781
5,172
6,754
670
0
7,250
10,220
860
4,061
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
9,416
516
Health Insurance 8,206
358
7,198
413
13,740
600
7,500
620Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,191
60,663
2,400
67,351
1,990
94,000
2,550
99,330
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
4,159
125
472
400
45,000
1,300
15,000
1,300
21,393
25,678
38,039
38,912
95,000
141,300
45,000
61,300
63001 Miscellaneous Operating Expenses 164,514 46,732 276,000 87,000
SUBTOTAL COMMODITIES 164,514 46,732 276,000 87,000
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
2,840
436
2,970
410
3,030
420
2,730
395
2,897
414
2,590
360
3,260
540Benefits Overhead
Indirect Costs 20,030
23,154
13,132
19,719
9,700
16,030
24,500
31,750SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 15,371 15,371 30,740 30,740
SUBTOTAL CAPITAL 15,371 15,371 30,740 30,740
TOTAL 289,380 188,086 558,070 310,120
94
City Council 21 – 107 6/17/2025
WORKERS COMPENSATION FUND
HUMAN RESOURCES
WORKERS COMPENSATION FUND
Account
ACCOUNTING UNIT
08209054
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
337,260
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 296,861
0
273,197 336,120
390Salaries Cash Out/Separation
Salaries Part-Time
36,234
7,910
0
3,220
04,047
324
0
Salaries Overtime 10,000
36,450
40,710
0
0
Retirement-Employer Normal Cost 21,721 25,178
32,878
297
35,410
52,200
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
50,358
152
Medicare Insurance 4,300 4,682
34,254
2,479
16,348
433,456
4,880
62,270
3,320
16,690
514,800
4,870
64,770
3,330
15,650
512,740
Health Insurance 36,749
2,025Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
17,894
434,432
62010
62120
62130
62140
62300
62302
62600
62700
Communications 4,080
2,945
0
0
928
0
14,000
6,000
0
14,000
6,000
Training, Transportation, Meetings
Tuition Reimbursement 700
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
555 150 1,150 1,150
2,586
1,512,070
0
10,006
586,997
0
926,500
640,000
1,950
385,740
640,000
0
Auto Expense 1,200
1,523,436
900 1,200 1,200
SUBTOTAL CONTRACTUALS 599,681 1,590,800 1,048,090
63001 Miscellaneous Operating Expenses 4,295 288 15,000 5,000
SUBTOTAL COMMODITIES 4,295 288 15,000 5,000
64010
64080
64081
64082
Insurance Payment 959,661
5,364,503
577,500
0
1,031,346
5,868,243
722,265
1,300,000
5,200,000
650,000
0
1,300,000
5,841,530
650,000
Benefit Payments
Benefit Payments-OCFA
Claims Expenses 827,696 269,300
SUBTOTAL INSURANCE & CLAIMS 6,901,665 8,449,551 7,150,000 8,060,830
65000
65040
65055
65100
65105
65400
Building Rental 67,140
15,060
0
67,140
13,080
2,004
75,500
17,370
2,420
30,700
17,710
2,430
IT Maintenance Charge
Communications- Landlines
Insurance Charges 22,294
3,227
19,730
2,819
21,730
2,990
20,880
3,190Benefits Overhead
Indirect Costs 165,990
273,711
91,254
196,027
57,010
177,020
88,260
163,170SUBTOTAL FIXED CHARGES
67301
67311
POB Principal-Misc 13,441
24,524
37,965
4,607
24,505
29,112
7,470
24,480
31,950
13,320
24,390
37,710
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 9,175,503 9,708,114 9,479,570 9,827,540
95
City Council 21 – 108 6/17/2025
QUALITY SERVICE TRAINING
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
08809050 QUALITY SERVICE TRAINING
TOTAL EXPENDITURES
190,010
190,010
ACTUAL
44,516
44,516
ACTUAL
0
0
0
0
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24
62000
63000
66000
CONTRACTUALS
COMMODITIES
CAPITAL
133,482 0 0
0
0
0
0
0
22,687
33,841
14,154
30,362
TOTAL 190,010 44,516 0 0
96
City Council 21 – 109 6/17/2025
QUALITY SERVICE TRAINING
HUMAN RESOURCES
QUALITY SERVICE TRAINING
Account
ACCOUNTING UNIT
08809050
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 133,482 0 0 0
SUBTOTAL CONTRACTUALS 133,482 0 0 0
63001
66511
Miscellaneous Operating Expenses 22,687 14,154 0 0
SUBTOTAL COMMODITIES 22,687 14,154 0 0
Computer Software Subscriptions 33,841 30,362 0 0
SUBTOTAL CAPITAL 33,841 30,362 0 0
TOTAL 190,010 44,516 0 0
97
City Council 21 – 110 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
HUMAN RESOURCES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18109013 ARPA - HUMAN RESOURCES
TOTAL EXPENDITURES
5,342
5,342
ACTUAL
0
0
0
0
0
0
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23
61000
65000
SALARIES & BENEFITS
FIXED CHARGES
5,017 0
0
0
0
0
0325
TOTAL 5,342 0 0 0
98
City Council 21 – 111 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
HUMAN RESOURCES
ARPA - HUMAN RESOURCES
Account
ACCOUNTING UNIT
18109013
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 3,713 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
169
392
55
Health Insurance 461
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
228
5,017
65100
65105
Insurance Charges 284
41
0
0
0
0
0
0
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 325
TOTAL 5,342 0 0 0
99
City Council 21 – 112 6/17/2025
This Page Intentionally
Left Blank
100
City Council 21 – 113 6/17/2025
101
City Council 21 – 114 6/17/2025
Finance & Management Services
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Accountant I
Accountant II**
Accounting Assistant1*Accounting Manager (MM)
Accounts Payable Supervisor
Administrative Services Manager (MM)
Assistant Buyer
Assistant Director of Finance and Management Services (MM)
Budget and Research Manager (AM)
Business Tax Collector / Inspector
Buyer
2
7
2
1
1
1
1
1
1
2
3
1
9
2
5
2
(2)
1
1
1
1
1
1
2
3
1Central Services Supervisor
Customer Service Representative1 1 10
Data Entry Office Assistant
Executive Director of Finance and Management Services (EM)
Executive Secretary (UC)
Financial Analyst (UC)
Meter Reader Collector
Payroll Manager (AM)
Payroll Systems Analyst (UC)
Payroll Technician (UC)
Purchasing Supervisor
1
1
1
1
5
1
1
4
1
1
1
3
1
1
1
1
5
1
1
4
1
1
1
3
Reprographic Equipment Operator
Revenue Supervisor
Senior Accountant
Senior Accounting Assistant1*
Senior Budget Analyst (AM)
Senior Buyer
Senior Financial Analyst (AM)
Senior Management Analyst (AM)
Senior Payroll Technician (UC)
Supervising Accountant
5
2
1
1
1
1
1
1
1
1
1
2
1
1 6
2
1
1
1
1
1
1
1
1
1
2
1
Tax Compliance Officer
Treasury and Customer Services Manager (MM)
Treasury Services Specialist
Treasury Services Supervisor
Utilities Billing / Systems Technician
Utilities Customer Service Supervisor
Authorized Total 72 0 72
1 FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
*Job Title Change for FY24-25 Mid-Year Class/Comp Reso #2025-007
**One position for Rent Stabilization Program reallocated to Senior Office
Assistant and reflected in CDA
GENERAL FUND
CANNABIS PUBLIC BENEFIT FUND
ENTERPRISE FUND
67.05
0.85
1.00
FEDERAL/STATE GRANTS 3.10
OTHER RESTRICTED FUND
TOTAL AUTHORIZED POSITIONS
0.00
72.00
102
City Council 21 – 115 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
FINANCE & MANAGEMENT SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01110017 FMSA - SERVICE ENHANCEMENT
01110100 FIN/MGMT SVS-MANAGEMENT & SUPT
01110110 FIN/MGMT SVS-ACCOUNTING
01110115 FIN/MGMT SVS-PAYROLL
264,683 338,478 334,600 340,880
2,025,240
3,447,760
994,830
1,351,959
3,496,975
771,271
1,716,218
3,026,239
846,061
1,914,450
3,294,160
939,050
01110120 FIN/MGMT SVS-PURCHASING
01110130 FIN/MGMT SVS-TREAS/CUST SVS
01110131 FIN/MGMT SVS-MUNICIPAL UTILITY SERVICES
01110132 FIN/MGMT SVS-TAX AND LICENSING
TOTAL EXPENDITURES
1,444,953
2,478,109
1,320,873
480,162
1,584,488
2,637,533
1,308,089
511,655
1,784,470
2,777,090
1,556,940
667,400
1,703,680
3,135,190
1,369,080
878,030
11,608,984 11,968,761 13,268,160 13,894,690
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
7,611,203
1,213,576
374,404
1,547,906
800,166
51,560
8,323,746
1,222,999
365,636
1,661,965
332,217
51,360
9,271,950 9,294,170
1,919,380
348,990
2,128,390
142,630
51,130
1,743,970
414,800
1,635,110
141,380
51,450TRANSFERS
MISCELLANEOUS 10,170 10,839 9,500 10,000
TOTAL 11,608,984 11,968,761 13,268,160 13,894,690
103
City Council 21 – 116 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FMSA - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01110017
ACTUAL
FY 22-23
67,458
ACTUAL
FY 23-24
ADOPTED
FY 24-25
80,270
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 92,826 84,300
0Salaries Overtime 4,473
7,515
1,008
23,759
0
0
11,236
1,291
0
9,810Retirement-Employer Normal Cost
Medicare Insurance
9,970
1,220
26,880
840
1,160
Health Insurance 27,323
842
26,880
800Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,946
108,160
5,198 3,620 4,330
127,540138,716 122,540
62300 Contract Services-Professional 151,306 166,926 200,250 200,250
SUBTOTAL CONTRACTUALS 151,306 166,926 200,250 200,250
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
22,760
3,485
5,662
928
5,940
830
6,060
830
4,482
736
4,370
670
5,110
1,090
13,090
Benefits Overhead
SUBTOTAL FIXED CHARGES 5,217 32,836 11,810
TOTAL 264,683 338,478 334,600 340,880
104
City Council 21 – 117 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-MUNICIPAL UTILITY SERVICES
Account
ACCOUNTING UNIT
01110131
ACTUAL
FY 22-23
718,663
ACTUAL
FY 23-24
ADOPTED
FY 24-25
896,520
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 689,005 740,210
4,060Salaries Cash Out/Separation
Salaries Part-Time
65,458
59,562
106,014
54,812
1,674
0
81,197
127,270
66,242
3,043
0
129,610
50,000
87,150
4,860
77,610
50,000
84,120
2,920
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 11,435
150,863
0
13,047
165,302
6,582
14,870
197,640
8,760
13,400
202,320
8,300
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
44,009
1,212,492
42,917
1,194,605
41,790
1,431,200
45,200
1,228,140
62300 Contract Services-Professional 0 30 0 0
SUBTOTAL CONTRACTUALS 0 30 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
50,200
0
51,200
7,842
59,370
8,270
66,620
9,140
49,976
8,205
108,381
46,749
7,664
50,360
7,740
53,200
11,980
140,940
Benefits Overhead
SUBTOTAL FIXED CHARGES 113,455 125,740
TOTAL 1,320,873 1,308,089 1,556,940 1,369,080
105
City Council 21 – 118 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-TAX AND LICENSING
Account
ACCOUNTING UNIT
01110132
ACTUAL
FY 22-23
268,483
ACTUAL
FY 23-24
ADOPTED
FY 24-25
353,460
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 273,965 471,760
10,110
96,770
0
Salaries Cash Out/Separation
Salaries Part-Time
0
91,814
7,499
0
89,325
5,478
0
123,790
0Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
19,955
2,833
27,501
2,513
33,030
4,580
45,730
3,580
Medicare Insurance 5,192 5,412 6,900 7,840
Health Insurance 34,978
0
38,059
2,733
67,880
3,440
112,940
4,620Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
21,041
451,794
20,140
465,127
19,350
612,430
20,810
774,160
62300
62306
Contract Services-Professional
Software Maintenance & Support
SUBTOTAL CONTRACTUALS
462
0
328
0
0
0
0
0
43,450
43,450462328
63001 Miscellaneous Operating Expenses 88 0 0 1,500
SUBTOTAL COMMODITIES 88 0 0 1,500
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
17,920
2,745
24,640
3,430
26,040
3,570
23,894
3,923
27,817
21,939
3,596
23,320
3,580
24,630
4,680Benefits Overhead
SUBTOTAL FIXED CHARGES 46,200 54,970 58,920
TOTAL 480,162 511,655 667,400 878,030
106
City Council 21 – 119 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-MANAGEMENT & SUPT
Account
ACCOUNTING UNIT
01110002
ACTUAL
FY 22-23
130
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
51001
51002
52366
53901
53902
57000
57010
57900
59000
LINE ITEM RESOURCES
Bingo Licenses 136 0 0
Dog Licenses 538,279
15,513
237
432,576
16,444
375
600,000 500,000
CASp Certification Training Fund
Stop Pmt/Reissue Fee
Misc Service Charge
15,500 16,000
0 0
205,319
70,217
21,788
13,714
15,339
880,536
175,619
71,960
295
0 0
Expense Reimbursement
Miscellaneous Recoveries
Bad Check Recoveries
Transfer From Fund 071
SUBTOTAL REVENUES
0
0
0
0
22,980
0
20,000
0
22,500
0
720,385 635,500 538,500
TOTAL 880,536 720,385 635,500 538,500
107
City Council 21 – 120 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-MANAGEMENT & SUPT
Account
ACCOUNTING UNIT
01110100
ACTUAL
FY 22-23
767,236
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,067,550
0
Salaries Regular 896,069 1,078,500
13,990
56,420
5,000
Salaries Cash Out/Separation
Salaries Part-Time
0
15,100
408
3,530
42,675
3,041
54,280
5,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
61,704
944
90,012
1,893
86,760
2,040
85,350
2,060
Medicare Insurance 11,017
109,552
5,485
13,605
120,104
8,312
16,210
162,840
10,260
42,010
1,446,950
16,380
167,520
10,370
50,020
1,485,610
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
45,633
1,017,079
52,503
1,231,744
62010
62120
62140
62300
62600
62700
Communications 13,529
12,899
1,693
4,488
5,591
6,594
45,659
57
16,850
7,500
16,910
7,500Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
7,700 7,700
135,961
0
188,500
1,000
188,500
1,000
Auto Expense 6,000 6,000
68,388
6,000 6,000
SUBTOTAL CONTRACTUALS 170,082 227,550 227,610
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
15,067
0
17,705
0
16,600
2,710
16,600
2,700
SUBTOTAL COMMODITIES 15,067 17,705 19,310 19,300
65000
65010
65011
65012
65040
65055
65100
65105
Building Rental 25,500
4,380
1,350
96
25,500
4,668
2,250
96
28,670
1,370
2,950
0
83,960
4,950
2,700
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
39,040
0
39,820
6,100
57,191
9,375
145,000
47,500
6,610
50,630
7,780
145,510
48,450
6,650
62,170
8,710
217,590
51,847
8,507
130,719
Benefits Overhead
SUBTOTAL FIXED CHARGES
66200
66511
Buildings & Building Improvements
Computer Software Subscriptions
SUBTOTAL CAPITAL
0
19,011
19,011
175,912
77,469
0
75,130
75,130
0
75,130
75,130253,381
TOTAL 1,351,959 1,716,218 1,914,450 2,025,240
108
City Council 21 – 121 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-ACCOUNTING
Account
ACCOUNTING UNIT
01110110
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,606,549
0
FY 24-25
1,934,400
0
Salaries Regular 1,728,742
52,848
44,136
13,715
160,501
1,655
2,016,360
9,400Salaries Cash Out/Separation
Salaries Part-Time 40,725
18,273
121,679
1,505
82,340
22,570
170,390
2,490
(84,620)
22,570
172,570
0
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 22,427
315,773
1,633
25,808
334,619
17,517
98,608
2,478,150
28,950
395,160
18,700
88,460
2,743,460
29,150
413,880
19,510
93,500
2,692,320
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
93,556
2,222,119
62010
62120
62140
62300
62302
Communications 7,650
3,260
0
4,632
2,025
165,490
0
5,000
15,000
7,600
0
10,000
3,600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
2,129
180,909
13,796
207,744
211,000
0
245,000
0
172,147 238,600 258,600
63001 Miscellaneous Operating Expenses 25,341 13,961 0 18,000
SUBTOTAL COMMODITIES 25,341 13,961 0 18,000
65000
65040
65055
65100
65105
Building Rental 41,210
103,740
0
41,210
104,100
15,946
46,340
108,650
15,130
194,700
112,340
15,420
IT Maintenance Charge
Communications- Landlines
Insurance Charges 106,242
17,443
268,634
107,412
17,608
106,600
16,380
116,180
20,200Benefits Overhead
SUBTOTAL FIXED CHARGES 286,276 293,100 458,840
66200
66511
Buildings & Building Improvements
Computer Software Subscriptions
SUBTOTAL CAPITAL
772,956
182
59,583
16,121
75,704
0
19,000
19,000
0
20,000
20,000773,137
TOTAL 3,496,975 3,026,239 3,294,160 3,447,760
109
City Council 21 – 122 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-PAYROLL
Account
ACCOUNTING UNIT
01110115
ACTUAL
FY 22-23
491,930
ACTUAL
FY 23-24
ADOPTED
FY 24-25
622,220
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 543,894 627,990
13,350
19,800
13,400
46,460
750
Salaries Cash Out/Separation
Salaries Part-Time
0
18,643
27,801
26,177
688
8,239
20,435
4,527
0
19,800
13,400
48,200
740
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
37,497
766
Medicare Insurance 7,562 8,179 9,280 9,350
Health Insurance 75,312
178
83,963
4,518
119,760
5,950
119,760
6,010Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
29,200
677,491
30,929
742,948
27,420
866,770
29,800
886,670
62010
62120
62131
62140
62300
Communications 3,797
2,552
0
0
6,111
240
0
9,500
0
0
9,500
0
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
405 25 500 500
9,531
16,284
11,124
17,500
3,000
13,000
3,000
13,000
63001 Miscellaneous Operating Expenses 5,431 6,659 11,000 11,000
SUBTOTAL COMMODITIES 5,431 6,659 11,000 11,000
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
33,460
0
34,130
5,228
4,450
4,960
36,340
4,990
33,160
5,444
72,064
33,690
5,523
33,040
5,080
35,300
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 78,571 47,530 83,160
66511 Computer Software Subscriptions 0 382 750 1,000
SUBTOTAL CAPITAL 0 382 750 1,000
TOTAL 771,271 846,061 939,050 994,830
110
City Council 21 – 123 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-PURCHASING
Account
ACCOUNTING UNIT
01110120
ACTUAL
FY 22-23
603,277
ACTUAL
FY 23-24
ADOPTED
FY 24-25
834,120
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 733,587 829,700
8,300Salaries Cash Out/Separation
Salaries Part-Time
20,691
1,078
0
16,274
704
4,100
51,380
9,600
51,380
9,600Salaries Overtime 3,756
Retirement-Employer Normal Cost
Part-Time Retirement
31,914
522
52,713
1,096
61,830
1,930
68,920
1,300
Medicare Insurance 8,505 10,855
119,053
6,952
12,780
159,360
7,940
12,500
151,560
8,010
Health Insurance 103,421
1,328Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
35,374
809,867
42,124
983,358
37,160
1,180,200
40,350
1,181,620
62010
62120
62140
62300
62322
Communications 9,010
5,811
0
9,485
4,961
50,383
0
0
3,600
0
5,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
5,763 3,060 5,000
62,570
30,147
113,301
58,250
5,000
60,000
5,000
64,829 69,910 75,000
63001
63020
63300
Miscellaneous Operating Expenses
Postage/Printing
93,800
179,860
1,027
110,175
156,498
1,017
93,800
130,000
1,000
95,000
130,000
1,000Gas & Diesel
SUBTOTAL COMMODITIES 274,687 267,690 224,800 226,000
65000
65010
65011
65012
65040
65055
65100
65105
Building Rental 154,690
5,580
825
154,690
5,952
173,950
4,780
1,800
0
83,960
4,760
1,650
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,375
132 132
39,050
0
45,510
6,971
53,430
7,440
44,780
6,880
293,060
48,450
6,650
50,380
8,710
204,560
40,171
6,595
247,043
45,885
7,522Benefits Overhead
SUBTOTAL FIXED CHARGES 268,036
66511 Computer Software Subscriptions 55 575 16,500 16,500
SUBTOTAL CAPITAL 55 575 16,500 16,500
TOTAL 1,444,953 1,584,488 1,784,470 1,703,680
111
City Council 21 – 124 6/17/2025
GENERAL FUND
FINANCE & MANAGEMENT SERVICES
FIN/MGMT SVS-TREAS/CUST SVS
Account
ACCOUNTING UNIT
01110130
ACTUAL
FY 22-23
664,878
ACTUAL
FY 23-24
ADOPTED
FY 24-25
551,740
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 762,547 610,990
11,530
41,440
22,800
59,390
1,030
Salaries Cash Out/Separation
Salaries Part-Time
159,093
64,267
1,426
70
31,700
2,864
0
68,460
22,800
55,150
2,570
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
47,274
2,185
75,568
865
Medicare Insurance 12,249
116,984
1,863
11,434
152,674
7,157
8,990 11,860
118,560
5,980
Health Insurance 114,120
5,410Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
41,981
1,112,202
44,218
1,089,098
39,160
868,400
34,530
918,110
62010
62120
62130
62140
62300
62322
Communications 30,866
5,282
18
16,137
2,884
15
13,660
8,700
0
33,970
8,700Training, Transportation, Meetings
Tuition Reimbursement 0
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
975 285 2,000
965,700
4,600
994,660
2,000
517,255
0
713,531
0
1,052,200
4,600
554,396 732,851 1,101,470
63001
63100
63300
Miscellaneous Operating Expenses
Uniforms
35,919
103
43,528
0
149,000
0
62,500
0
Gas & Diesel 17,766
53,789
16,092
59,620
10,690
159,690
10,690
73,190SUBTOTAL COMMODITIES
65000
65010
65011
65012
65040
65050
65055
65100
65105
Building Rental 84,160
73,056
4,494
84,160
76,260
7,490
94,640
43,080
9,800
62,970
50,720
8,990
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
Communications- Landlines
Insurance Charges
1,428 1,395 1,450 0
62,190
407,180
0
51,200
407,180
7,842
35,620
419,400
4,960
36,340
735,230
4,990
47,698
7,823
48,168
7,895
47,190
7,250
45,520
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 688,029 691,590 663,390 951,290
66400
66511
Machinery & Equipment 0
7,962
7,962
1,449
726
30,000
0
30,000
0Computer Software Subscriptions
SUBTOTAL CAPITAL 2,175 30,000 30,000
68000 Transfer to Fund 404 (Police Bldg/Ross Annex Debt)51,560 51,360 51,450 51,130
SUBTOTAL TRANSFERS 51,560 51,360 51,450 51,130
69142
69500
Payment to other Agencies
Cash Over (Shortage)
10,109
61
10,383
456
9,500
0
10,000
0
SUBTOTAL MISCELLANEOUS 10,170 10,839 9,500 10,000
TOTAL 2,478,109 2,637,533 2,777,090 3,135,190
112
City Council 21 – 125 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
FINANCE & MANAGEMENT SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01210010 FINANCE ENFORCEMENT SERVICES
TOTAL EXPENDITURES
115,060
115,060
ACTUAL
116,999
116,999
ACTUAL
245,520
245,520
ADOPTED
125,530
125,530
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
65000
SALARIES & BENEFITS
CONTRACTUALS
105,012 105,580 112,900 106,600
000120,550
12,070FIXED CHARGES 10,048 11,419 18,930
TOTAL 115,060 116,999 245,520 125,530
113
City Council 21 – 126 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
FINANCE & MANAGEMENT SERVICES
FINANCE ENFORCEMENT SERVICES
Account
ACCOUNTING UNIT
01210010
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
90,390
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 84,734
3,326
2,537
1,252
9,148
0
84,178 84,690
0Salaries Overtime 1,474
3,818
1,257
9,660
588
0
3,790Retirement-Employer Normal Cost
Medicare Insurance
3,230
1,220
12,040
780
1,300
Health Insurance 12,040
830Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,015
105,012
4,605
105,580
4,550 4,640
106,600112,900
62300 Contract Services-Professional 0 0 120,550 0
SUBTOTAL CONTRACTUALS 0 0 120,550 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
4,740
0
4,840
741
5,050
700
10,300
1,410
5,370
1,850
18,930
4,559
749
5,016
822
5,480
840Benefits Overhead
SUBTOTAL FIXED CHARGES 10,048 11,419 12,070
TOTAL 115,060 116,999 245,520 125,530
114
City Council 21 – 127 6/17/2025
CENTRAL SERVICES
DEPARTMENT RESOURCE SUMMARY
FINANCE & MANAGEMENT SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
59000-011 Transfer From Fund 011
TOTAL REVENUES
704,127 0
0
0
0
0
0704,127
EXPENDITURES
07110100 FIN/MGMT-CENTRAL SVCS
TOTAL EXPENDITURES
120,352
120,352
0
0
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
65000
SALARIES & BENEFITS
FIXED CHARGES
115,224 0
0
0
0
0
05,127
TOTAL 120,352 0 0 0
115
City Council 21 – 128 6/17/2025
CENTRAL SERVICES
FINANCE & MANAGEMENT SERVICES
FIN/MGMT-CENTRAL SVCS
Account
ACCOUNTING UNIT
07110002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Transfer From Fund 011
SUBTOTAL REVENUES
59000 704,127 0 0 0
704,127 0 0 0
TOTAL 704,127 0 0 0
116
City Council 21 – 129 6/17/2025
CENTRAL SERVICES
FINANCE & MANAGEMENT SERVICES
FIN/MGMT-CENTRAL SVCS
Account
ACCOUNTING UNIT
07110100
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 87,637 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Retirement-Employer Normal Cost
Medicare Insurance
2,695
1,192
Health Insurance 19,822
3,878Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 115,224
65100
65105
Insurance Charges 4,404
723
0
0
0
0
0
0
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 5,127
TOTAL 120,352 0 0 0
117
City Council 21 – 130 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
FINANCE & MANAGEMENT SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18110013 ARPA-FMSA 157,253
157,253
ACTUAL
10,186,360
10,186,360
372,520
372,520
ADOPTED
227,520
227,520TOTAL EXPENDITURES
ACTUAL
FY 23-24
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 24-25
61000
62000
63000
65000
131,050 150,650
10,028,857
0
345,630 214,660
CONTRACTUALS
COMMODITIES
FIXED CHARGES
20,961
246
0
0
0
0
4,997 6,854 26,890 12,860
TOTAL 157,253 10,186,360 372,520 227,520
118
City Council 21 – 131 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
FINANCE & MANAGEMENT SERVICES ACCOUNTING UNIT
18110013ARPA-FMSA
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
96,529
ADOPTED
FY 24-25
215,980
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 88,347 131,550
0Salaries Cash Out/Separation
Salaries Overtime
0
124
400
0
0
0 0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
7,223
16,745
906
12,360
16,140
1,415
17,415
985
26,400
25,780
3,130
67,440
2,160
4,740
345,630
15,560
15,240
1,910
40,800
1,310
8,290
214,660
Health Insurance 13,925
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,780
131,050
5,406
150,650
62300
62302
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
20,961
0
10,023,907
4,950
0
0
0
0
0
020,961 10,028,857
63001 Miscellaneous Operating Expenses 246 0 0 0
SUBTOTAL COMMODITIES 246 0 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
17,810
2,480
5,720
880
0
0
4,292
705
5,888
965
9,590
3,270
12,860
Benefits Overhead
SUBTOTAL FIXED CHARGES 4,997 6,854 26,890
TOTAL 157,253 10,186,360 372,520 227,520
119
City Council 21 – 132 6/17/2025
This Page Intentionally
Left Blank
120
City Council 21 – 133 6/17/2025
121
City Council 21 – 134 6/17/2025
Library
Position Summary
Authorized Personnel
Executive Secretary (UC)
Graphics Designer I
Librarian
Library Operations Manager (MM)
Library Services Assistant
Library Services Director (EM)
Library Technician
Management Aide (UC)
Principal Librarian
Principal Management Analyst (AM)
Senior Accounting Assistant
Senior Librarian
Senior Library Technician
Senior Management Analyst (AM)
FY 24-25 Workforce Changes FY 25-26
1
1
8
1
6
1
3
0
4
0
1
8
3
1
1
1
9
1
6
1
3
1
4
1
0
8
3
0
1
1
1
(1)
(1)
Authorized Total 38 1 39
GENERAL FUND 38.00
1.00CANNABIS PUBLIC BENEFIT FUND
TOTAL AUTHORIZED POSITIONS 39.00
122
City Council 21 – 135 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
LIBRARY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01111017 LIBRARY - SERVICE ENHANCEMENT
01111110 ADMINISTRATION
371,003 507,146 530,850 559,610
2,413,540
335,460
1,740,418
0
2,046,184
292,920
2,121,900
325,96001111120 LIBRARY- OUTREACH SERVICES
01111150 ADULT SERVICES 663,976
980,727
978,303
1,734,245
831,337 793,230 823,720
01111160 YOUTH SERVICES 1,087,520
603,784
1,179,380
745,490
1,139,880
836,15001111180 YOUNG ADULT SERVICES
01111190 TECH & SUPPORT SVCS
TOTAL EXPENDITURES
1,953,393 2,219,420 2,442,120
6,468,671 7,322,284 7,916,230 8,550,480
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
4,434,265 4,837,855 5,673,730 5,806,210
859,170
384,980
1,192,920
291,350
15,850
666,244
179,294
860,770
301,635
26,465
617,755
260,524
935,345
643,904
26,901
760,490
145,530
1,024,120
288,860
23,500DEBT SERVICE
TOTAL 6,468,671 7,322,284 7,916,230 8,550,480
123
City Council 21 – 136 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111017LIBRARY - SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
200,943
ACTUAL
FY 23-24
ADOPTED
FY 24-25
329,530
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 247,169 341,750
0Salaries Cash Out/Separation
Salaries Overtime
0
1,051
22,240
2,863
45,416
0
1,741
1,525
0
3,500 3,500
40,430
4,960
94,320
3,410
15,490
503,860
Retirement-Employer Normal Cost
Medicare Insurance
31,076
3,575
40,270
4,790
Health Insurance 65,506
2,594
89,640
3,300Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
11,823
284,336
14,356
367,543
11,440
482,470
62300
63001
Contract Services-Professional 13,633 7,670 5,000 5,000
SUBTOTAL CONTRACTUALS 13,633 7,670 5,000 5,000
Miscellaneous Operating Expenses 41,578 0 0 0
SUBTOTAL COMMODITIES 41,578 0 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
17,070
0
23,750
3,310
24,220
3,320
14,976
2,167
17,143
17,325
2,475
36,871
14,320
2,000
18,850
4,360Benefits Overhead
SUBTOTAL FIXED CHARGES 43,380 50,750
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
14,313
0
86,840
8,223
0
0
0
0
0
014,313 95,062
TOTAL 371,003 507,146 530,850 559,610
124
City Council 21 – 137 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111110ADMINISTRATION
Account ACTUAL
FY 22-23
451,332
ACTUAL
FY 23-24
ADOPTED
FY 24-25
655,100
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 564,708 678,270
23,940
49,670
0
Salaries Part-Time 0
27,252
0
0
46,345
0
0
50,120
930
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement 0 0 0 900
Medicare Insurance 6,343
80,462
3,282
26,833
595,503
8,144
95,984
5,476
33,590
754,247
9,460
110,760
6,260
26,340
858,970
10,150
106,320
6,480
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
31,390
907,120
62000
62010
62120
62140
62251
62300
62500
62600
62700
Utilities 168,808
24,879
2,288
148,513
5,871
165,950
29,000
16,000
3,460
145,250
44,790
16,000
3,460
Communications
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services
Contract Services-Professional
Rent Payments
4,568
9,217 7,607
7,917 8,168 8,200 15,200
414,920
60,950
16,800
6,000
242,025
17,750
12,900
6,000
268,776
43,135
15,533
6,000
329,310
56,460
15,480
6,000
Parking Validation
Auto Expense
SUBTOTAL CONTRACTUALS 491,784 508,170 629,860 723,370
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
19,331
3,875
68,567
2,518
29,500
2,900
29,500
5,000
SUBTOTAL COMMODITIES 23,206 71,084 32,400 34,500
65000
65010
65011
65012
65040
65055
65100
65105
Building Rental 408,220
20,724
5,469
567
408,220
22,644
6,105
474,040
14,820
7,990
513,860
39,720
39,160
20,340
30,280
4,160
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
756 3,420
13,940
0
22,750
27,012
39,481
5,640
29,690
4,130
33,988
4,919
487,827
32,970
4,600
68,270
5,450Benefits Overhead
SUBTOTAL FIXED CHARGES 532,608 571,660 721,240
66400
66511
66600
Machinery & Equipment
Computer Software Subscriptions
Books Records Video
115,631 0
1,521
0
5,510
0
0
11,460
0
0
0 151,652
153,173SUBTOTAL CAPITAL 115,631 5,510 11,460
67003 Loan Payment-OBF 26,465 26,901 23,500 15,850
SUBTOTAL DEBT SERVICE 26,465 26,901 23,500 15,850
TOTAL 1,740,418 2,046,184 2,121,900 2,413,540
125
City Council 21 – 138 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111120LIBRARY- OUTREACH SERVICES
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
173,170
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
165,619 176,230
41,550
6,000
Salaries Part-Time 23,178
2,499
40,180
4,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
12,479
869
12,320
1,510
12,020
1,560
Medicare Insurance 2,766 3,080 3,150
Health Insurance 36,228
1,568
40,800
1,640
40,800
1,670Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
10,937
256,143
10,000
286,700
10,490
293,470
62120
62600
Training, Transportation, Meetings
Parking Validation
0
0
0
1,835
5,270
7,105
2,000
6,120
8,120
2,000
7,140
9,140SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 0 3,206 4,000 4,000
SUBTOTAL COMMODITIES 0 3,206 4,000 4,000
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
11,380
0
11,880
1,660
12,110
1,660
13,200
1,886
26,466
12,000
1,600
12,900
2,180Benefits Overhead
SUBTOTAL FIXED CHARGES 27,140 28,850
TOTAL 0 292,920 325,960 335,460
126
City Council 21 – 139 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111002LIBRARY REVENUES
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
7,100
PROPOSED
FY 25-26Code
53204
55201
57200
57990
LINE ITEM RESOURCES
Printing Fee 0 9,015 5,700
2,300
300
Lost/Damaged Library Material
Other Library Recoveries
Miscellaneous Income
SUBTOTAL REVENUES
2,345
984
0
3,141
771
2,100
1,000
017,585
30,512
0
3,329 10,200 8,300
TOTAL 3,329 30,512 10,200 8,300
127
City Council 21 – 140 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111150ADULT SERVICES
Account ACTUAL
FY 22-23
299,991
ACTUAL
FY 23-24
ADOPTED
FY 24-25
404,270
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 404,715 412,810
0Salaries Cash Out/Separation
Salaries Part-Time
52,300
56,962
565
0
61,992
251
0
89,430
2,000
94,670
2,000
30,420
3,550
7,330
72,120
3,940
24,740
651,580
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
11,595
2,026
4,224
58,220
0
33,600
2,325
30,970
3,350
Medicare Insurance 6,844 7,150
Health Insurance 71,339
3,669
72,120
3,860Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
20,686
506,569
27,162
611,897
20,330
633,480
62120
62300
62600
Training, Transportation, Meetings
Contract Services-Professional
Parking Validation
1,008
7,804
2,309
3,990
2,000
10,000
8,200
2,000
15,000
9,1805,745 6,375
SUBTOTAL CONTRACTUALS 14,557 12,674 20,200 26,180
63001 Miscellaneous Operating Expenses 18,157 19,030 15,000 15,000
SUBTOTAL COMMODITIES 18,157 19,030 15,000 15,000
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
22,310
0
17,070
0
23,750
3,310
24,220
3,320
26,202
3,792
52,304
32,781
4,683
54,534
25,440
3,550
30,560
4,360Benefits Overhead
SUBTOTAL FIXED CHARGES 56,050 62,460
66600 Books Records Video 72,388 133,201 68,500 68,500
SUBTOTAL CAPITAL 72,388 133,201 68,500 68,500
TOTAL 663,976 831,337 793,230 823,720
128
City Council 21 – 141 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111160YOUTH SERVICES
Account ACTUAL
FY 22-23
509,647
ACTUAL
FY 23-24
ADOPTED
FY 24-25
561,490
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 559,973 571,650
141,990
2,000
Salaries Part-Time 137,754
2,243
32,108
4,479
7,324
73,727
0
105,818
1,035
182,410
3,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
45,214
3,968
50,190
6,840
49,200
7,970
Medicare Insurance 7,847 10,760
122,400
5,430
10,660
109,920
5,530
Health Insurance 98,232
5,393Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
37,684
804,965
38,663
866,145
36,860
979,380
36,360
935,280
62120
62300
62600
Training, Transportation, Meetings
Contract Services-Professional
Parking Validation
5
13,153
13,275
26,433
1,409
12,788
13,477
27,674
2,000
16,600
16,340
34,940
2,000
21,600
16,340
39,940SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 20,528 16,013 20,400 20,400
SUBTOTAL COMMODITIES 20,528 16,013 20,400 20,400
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
25,100
0
34,130
0
35,620
4,960
36,340
4,990
47,732
6,908
79,741
46,662
6,666
87,459
46,140
6,440
44,900
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 93,160 92,760
66600 Books Records Video 49,060 90,229 51,500 51,500
SUBTOTAL CAPITAL 49,060 90,229 51,500 51,500
TOTAL 980,727 1,087,520 1,179,380 1,139,880
129
City Council 21 – 142 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111180YOUNG ADULT SERVICES
Account ACTUAL
FY 22-23
499,614
ACTUAL
FY 23-24
ADOPTED
FY 24-25
368,130
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 302,301 433,390
120,880
2,000
Salaries Part-Time 159,170
7,092
39,061
5,124
9,333
83,147
0
97,745
898
114,360
3,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
29,261
3,666
26,810
4,290
33,090
4,530
Medicare Insurance 5,779 6,970 8,000
Health Insurance 47,225
3,218
76,920
3,500
96,900
4,150Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
38,628
841,168
23,056
513,148
27,510
631,490
22,860
725,800
62120
62300
62600
Training, Transportation, Meetings
Contract Services-Professional
Parking Validation
6
2,500
1,185
273
2,000
1,000
2,000
1,000
12,850
15,356
6,290
7,748
7,910 9,080
SUBTOTAL CONTRACTUALS 10,910 12,080
63000
63001
Office Supplies 371
26,591
26,961
0
16,170
16,170
0
21,150
21,150
0
23,180
23,180
Miscellaneous Operating Expenses
SUBTOTAL COMMODITIES
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
22,310
0
17,060
0
23,740
3,300
24,220
3,320
48,928
7,082
78,320
27,826
3,975
48,861
34,950
4,950
28,190
4,360Benefits Overhead
SUBTOTAL FIXED CHARGES 66,940 60,090
66600 Books Records Video 16,498 17,857 15,000 15,000
SUBTOTAL CAPITAL 16,498 17,857 15,000 15,000
TOTAL 978,303 603,784 745,490 836,150
130
City Council 21 – 143 6/17/2025
GENERAL FUND
LIBRARY ACCOUNTING UNIT
01111190TECH & SUPPORT SVCS
Account ACTUAL
FY 22-23
746,579
ACTUAL
FY 23-24
ADOPTED
FY 24-25
942,540
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 819,149 962,960
0Salaries Cash Out/Separation
Salaries Part-Time
0
378,673
5,531
1,909
328,152
561
0
443,160
3,500
419,580
3,500Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
45,323
12,260
15,835
131,843
0
64,693
11,425
16,650
151,994
7,744
86,990
16,620
20,070
215,160
9,130
85,590
19,070
20,570
202,680
9,340
Medicare Insurance
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
65,678
1,401,723
66,457
1,468,733
64,070
1,801,240
65,810
1,789,100
62120
62140
62300
62600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
0
16,595
62,135
25,750
104,480
3,518
16,619
2,382
2,000
8,500
2,000
9,000
10,230
30,730
51,460
1,730
24,195
46,714
30,730
43,460SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 48,862 135,021 52,580 287,900
SUBTOTAL COMMODITIES 48,862 135,021 52,580 287,900
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
50,200
0
56,880
0
65,310
9,090
72,670
9,970
83,193
12,041
145,434
80,207
11,459
148,545
80,200
11,190
165,790
81,060
13,070
176,770
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511
66600
Computer Software Subscriptions
Books Records Video
0
33,746
33,746
74,016
80,365
65,350
83,000
61,890
83,000
SUBTOTAL CAPITAL 154,381 148,350 144,890
TOTAL 1,734,245 1,953,393 2,219,420 2,442,120
131
City Council 21 – 144 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
LIBRARY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01211020 Library Youth Services
TOTAL EXPENDITURES
1,074,328
1,074,328
ACTUAL
879,135
879,135
ACTUAL
1,010,000
1,010,000
ADOPTED
1,027,940
1,027,940
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
211,567 191,347 280,490 291,810
315,850
99,550
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
340,442
101,643
15,204
337,571
60,800
35,971
253,446
315,850
109,550
33,140 39,760
405,472 270,970 280,970
TOTAL 1,074,328 879,135 1,010,000 1,027,940
132
City Council 21 – 145 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
LIBRARY ACCOUNTING UNIT
01211020Library Youth Services
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
52,290
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 45,073
132,662
1,113
8,260
3,594
2,566
7,814
0
46,828 54,810
192,470
1,000
Salaries Part-Time 109,340
566
185,600
1,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
8,649
3,317
2,282
10,840
467
6,390 6,480
6,960 8,860
Medicare Insurance 3,450 3,580
Health Insurance 14,160
520
14,160
550Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
10,486
211,567
9,059
191,347
10,120
280,490
9,900
291,810
62010
62140
62300
Communications 165,055
83,756
91,631
340,442
229,672
83,077
24,822
337,571
277,850
0
277,850
0Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
38,000
315,850
38,000
315,850
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
101,643
0
59,576
1,224
102,800
6,750
92,800
6,750
SUBTOTAL COMMODITIES 101,643 60,800 109,550 99,550
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 0 7,548
9,115
252
0
11,930
0
6,430
12,760
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
0
0
0 5,690
871
5,940
830
6,060
830Communications- Landlines
Insurance Charges
0
13,282
1,922
15,204
10,933
1,562
35,971
12,670
1,770
33,140
12,590
1,090
39,760
Benefits Overhead
SUBTOTAL FIXED CHARGES
66200
66220
66400
66511
66600
Buildings & Building Improvements
Improvements Other Than Building
Machinery & Equipment
271,761
22,318
37,461
0
94,133
0
0
0
0
0
0 0 0
Computer Software Subscriptions
Books Records Video
111,421
47,892
253,446
226,810
44,160
270,970
236,810
44,160
280,970
73,932
405,472SUBTOTAL CAPITAL
TOTAL 1,074,328 879,135 1,010,000 1,027,940
133
City Council 21 – 146 6/17/2025
PRCSA FEES & DONATION
DEPARTMENT RESOURCE SUMMARY
LIBRARY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
02211150 LIBRARY FEE AND DONATION
TOTAL EXPENDITURES
0
0
0
0
27,700
27,700
ADOPTED
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
PROPOSED
FY 25-26OPERATING EXPENSES FY 24-25
62000
63000
CONTRACTUALS
COMMODITIES
0
0
0
0
12,400 0
015,300
TOTAL 0 0 27,700 0
134
City Council 21 – 147 6/17/2025
PRCSA FEES & DONATION
LIBRARY ACCOUNTING UNIT
02211150LIBRARY FEE AND DONATION
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
12,400
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 0 0
0 0 12,400 0
63001 Miscellaneous Operating Expenses 0 0 15,300 0
SUBTOTAL COMMODITIES 0 0 15,300 0
TOTAL 0 0 27,700 0
135
City Council 21 – 148 6/17/2025
PUBLIC LIBRARY GRANT FUND
DEPARTMENT RESOURCE SUMMARY
LIBRARY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025
58000
State Grants-Direct 24,512 151,035 0
0
0
0Earning On Investments
TOTAL REVENUES
29,359 65,449
53,871 216,485 0 0
EXPENDITURES
15211150 PUBLIC LIBRARY GRANT
15211154 BUILDING FORWARD LIBRARY GRANT
TOTAL EXPENDITURES
6,834
0
3,094 0
0
0
147,942 1,260
6,834 151,035 0 1,260
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
63000
65000
66000
SALARIES & BENEFITS
COMMODITIES
FIXED CHARGES
CAPITAL
0 19,554 0
0
0
0
800
06,834 3,094
1,2100
0
460
0127,178
TOTAL 6,834 151,035 0 1,260
136
City Council 21 – 149 6/17/2025
PUBLIC LIBRARY GRANT FUND
LIBRARY ACCOUNTING UNIT
15211154BUILDING FORWARD LIBRARY GRANT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
15,032 0
0
0
0
0
0
0
0
0Retirement-Employer Normal Cost 682
890Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
0
0
0
0
0
440
0215
Health Insurance 2,735
0
0
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
360
80019,554
65100
65105
Insurance Charges 0
0
0
1,058
151
0
0
0
460
0Benefits Overhead
SUBTOTAL FIXED CHARGES 1,210 460
66200 Buildings & Building Improvements 0 127,178 0 0
SUBTOTAL CAPITAL 0 127,178 0 0
TOTAL 0 147,942 0 1,260
137
City Council 21 – 150 6/17/2025
PUBLIC LIBRARY GRANT FUND
LIBRARY ACCOUNTING UNIT
15211002PUBLIC LIBRARY GRANT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52025
58000
LINE ITEM RESOURCES
State Grants-Direct 24,512
29,359
53,871
151,035 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
65,449
216,485
TOTAL 53,871 216,485 0 0
138
City Council 21 – 151 6/17/2025
PUBLIC LIBRARY GRANT FUND
LIBRARY ACCOUNTING UNIT
15211150PUBLIC LIBRARY GRANT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses 6,834 3,094 0 0
SUBTOTAL COMMODITIES 6,834 3,094 0 0
TOTAL 6,834 3,094 0 0
139
City Council 21 – 152 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
LIBRARY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18111013 ARPA-LIBRARY 1,676,237
1,676,237
ACTUAL
725,518
725,518
ACTUAL
0
0
0
0TOTAL EXPENDITURES
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
COMMODITIES
FY 22-23 FY 23-24
63000
66000
48,879 35,358 0
0
0
0CAPITAL1,627,358 690,160
TOTAL 1,676,237 725,518 0 0
140
City Council 21 – 153 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
LIBRARY ACCOUNTING UNIT
18111013ARPA-LIBRARY
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
35,358
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses 48,879 0 0
SUBTOTAL COMMODITIES 48,879 35,358 0 0
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
1,381,824
245,534
466,193
223,967
690,160
0
0
0
0
0
01,627,358
TOTAL 1,676,237 725,518 0 0
141
City Council 21 – 154 6/17/2025
This Page Intentionally
Left Blank
142
City Council 21 – 155 6/17/2025
143
City Council 21 – 156 6/17/2025
Parks, Recreation, and Community Services
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Deputy Parks, Recreation, and Community Services Director (Recreation) (MM)
Deputy Parks, Recreation, and Community Services Director (Zoo) (MM)
Executive Director of Parks, Recreation, and Community Services (EM)
Executive Secretary (UC)
General Maintenance Worker
Graphics Designer I
Graphics Designer II
Lead Accounting Assistant
Management Aide (UC)
Management Analyst (UC)
Principal Management Analyst (AM)
Recreation and Community Services Supervisor
Recreation Program Coordinator**
Recreation Specialist**
Senior Accounting Assistant
Senior Management Analyst (AM)*
Site Director*
Site Teacher*
Teacher's Aide*
Transportation Driver
Zoo Animal Care Manager (AM)
Zoo Curator of Education
1
1
1
1
2
1
0
1
2
2
1
7
10
13
1
1
1
1
1
3
1
1
4
7
3
1
1
1
1
1
1
2
0
1
1
2
1
1
7
10
14
1
1
0
0
0
3
1
1
4
7
3
1
1
(1)
1
(1)
1
(1)
(1)
(1)
Zoo Education Specialist
Zoo Keeper I
Zoo Keeper II
Zoo Operations Coordinator
Zoo Veterinarian**
Authorized Total 69 (3)66
*FY24-25 Organization Change for November 19, 2024 Reso #2024-066
**FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
GENERAL FUND 50.00
12.00
4.00
CANNABIS PUBLIC BENEFIT FUND
OTHER RESTRICTED FUND
TOTAL AUTHORIZED POSITIONS 66.00
144
City Council 21 – 157 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01113017 PRCSA - SERVICE ENHANCEMENT
01113200 PRCSA - ADMINISTRATION
01113220 PRCSA - ZOO
1,493,958 2,555,444 3,853,670 1,871,940
1,336,870
3,569,710
8,470,940
1,012,415
2,596,553
7,616,809
1,105,918
3,106,355
8,807,532
1,198,850
3,380,110
7,651,33001113230 PRCSA - RECREATION & COMM. SVC
TOTAL EXPENDITURES 12,719,734 15,575,249 16,083,960 15,249,460
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
6,897,954
3,831,592
809,371
987,160
186,898
6,759
8,153,841
4,332,403
963,031
8,791,050 9,133,410
3,332,370
830,540
1,856,540
96,600
3,667,390
1,044,980
927,3001,023,866
1,095,349
6,759
1,641,600
11,640DEBT SERVICE 0
TOTAL 12,719,734 15,575,249 16,083,960 15,249,460
145
City Council 21 – 158 6/17/2025
GENERAL FUND
PARKS, RECREATION, & COMMUNITY SERVICES
PRCSA - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01113017
ACTUAL
FY 22-23
97,526
ACTUAL
FY 23-24
ADOPTED
FY 24-25
234,550
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 123,029 316,030
0Salaries Cash Out/Separation
Salaries Part-Time
4,618
0
2,293
39,460
1,782
0
39,440
0
77,290
0Salaries Overtime 5,997
10,705
0
Retirement-Employer Normal Cost
Part-Time Retirement
15,440
1,480
28,670
1,480
3,970
94,080
2,340
5,700
410,230
37,390
2,900
5,710
72,960
3,150
12,380
527,810
Medicare Insurance 1,465
13,898
0
2,352
Health Insurance 27,599
1,039Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
5,888
140,098
9,587
224,060
62300
63001
Contract Services-Professional 1,154,406 1,315,097 1,689,900 1,178,960
SUBTOTAL CONTRACTUALS 1,154,406 1,315,097 1,689,900 1,178,960
Miscellaneous Operating Expenses 112,646 69,344 118,400 118,400
SUBTOTAL COMMODITIES 112,646 69,344 118,400 118,400
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
78,080
0
11,380
1,743
23,750
3,310
7,110
970
24,220
3,320
7,625
1,062
86,766
11,699
1,624
14,870
4,360Benefits Overhead
SUBTOTAL FIXED CHARGES 26,446 35,140 46,770
66200
66220
66400
66511
Buildings & Building Improvements
Improvements Other Than Building
Machinery & Equipment
42
0
855,464
0
0 0
0
0
0
0
1,600,000
0 22,613
42,420
920,497
0
0Computer Software Subscriptions
SUBTOTAL CAPITAL
0
42 1,600,000
TOTAL 1,493,958 2,555,444 3,853,670 1,871,940
146
City Council 21 – 159 6/17/2025
GENERAL FUND
PARKS, RECREATION, & COMMUNITY SERVICES
REC COMM SVS-MGRL/SUPPORT SVS
Account
ACCOUNTING UNIT
01113002
ACTUAL
FY 22-23
3,635
ACTUAL
FY 23-24
ADOPTED
FY 24-25
5,000
PROPOSED
FY 25-26Code
51301
51302
51303
53301
53303
53304
53306
53307
53308
53309
53310
53312
53313
53316
53318
53319
53331
53333
53334
57010
57304
57361
57362
57380
57383
57385
57390
LINE ITEM RESOURCES
Filming Permits 4,673 5,000
150Park Facility Permits
Special Event Permit
Center Programs
479
5,494
473
4,332
500
5,000 9,000
131,958
44,885
42,925
11,505
126,199
283,347
3,250
112,668
53,629
11,733
14,446
119,472
400,269
4,225
120,000
40,000
50,000
10,000
100,000
340,000
3,000
114,000
56,000
14,000
7,000
Youth Sports
Recreation Swim
Adult Sports
Youth Field Usage Fee
Park Reservation
75,000
632,000
3,000Concession-Vending Machines
Zoo Education 120,251
1,505,703
15,709
48,428
85
165,073
1,743,742
36,597
105,417
12,138
85,216
174,148
1,120
120,000
1,600,000
20,000
75,000
0
180,000
1,578,000
17,000
100,000
24,000
82,000
55,000
0
Zoo Admissions
Food Sale Concession
Leisure Classes
Tennis Reservation
Recreation Staff Reimbursement
City Events
54,174
137,076
0
55,000
50,000
2,000Pool Rental
Swim Lessons 0 91,211
11,373
59,262
68,079
190,870
60,000
36,181
40,000
(11,920)
3,594,425
30,000
5,000
79,000
9,000Miscellaneous Recoveries
Rancho Santiago Reimbursement/PR
Recreation Facility Rental
Rental Of Stadium
5,814
67,120
106,865
186,005
60,000
71,016
40,000
5,761
56,440
100,000
160,000
60,000
60,000
40,000
0
61,440
77,000
144,000
60,000
40,000
40,000
0
Friend Of Zoo Vet Contribution
Friend of Zoo Contribution
Friend of Zoo Education Contribution
PRCSA Godinez High School
SUBTOTAL REVENUES 3,077,685 3,106,940 3,461,590
TOTAL 3,077,685 3,594,425 3,106,940 3,461,590
147
City Council 21 – 160 6/17/2025
GENERAL FUND
PARKS, RECREATION, & COMMUNITY SERVICES
PRCSA - ADMINISTRATION
Account
ACCOUNTING UNIT
01113200
ACTUAL
FY 22-23
587,993
ACTUAL
FY 23-24
ADOPTED
FY 24-25
740,500
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 703,712 753,890
23,370
37,210
0
Salaries Cash Out/Separation
Salaries Part-Time
37,258
12,651
0
125
3,000
24,150
31,800
0Salaries Overtime 978
Retirement-Employer Normal Cost
Part-Time Retirement
45,369
332
64,441
113
70,220
1,190
68,910
1,200
Medicare Insurance 7,966
93,648
3,101
35,488
823,806
10,430
108,477
6,465
11,180
121,800
7,210
11,390
121,800
7,340
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
40,402
938,142
35,090
1,043,140
39,360
1,064,470
62010
62012
62120
62140
62300
62302
62600
62700
Communications 16,446
0
2,450
0
0
0
0
1,700
3,000
750
Cellular Phone Charges
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
2,075
90
250 3,000
2,450
21,780
5,100
7,680
6,000
46,010
315
31,043
1,050
7,261
6,000
63,965
35,523
0
71,780
0
6,400
6,000
50,939
7,680
6,000
90,910
Auto Expense
SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
15,468
506
14,129
0
12,600
0
12,600
0
SUBTOTAL COMMODITIES 15,974 14,129 12,600 12,600
65000
65040
65055
65100
65105
Building Rental 0
55,770
0
0
39,820
6,100
0
41,560
5,790
62,970
42,390
5,820
IT Maintenance Charge
Communications- Landlines
Insurance Charges 45,960
6,399
108,129
49,304
6,848
43,780
5,970
50,090
7,620Benefits Overhead
SUBTOTAL FIXED CHARGES 102,071 97,100 168,890
66511 Computer Software Subscriptions 540 637 0 0
SUBTOTAL CAPITAL 540 637 0 0
TOTAL 1,012,415 1,105,918 1,198,850 1,336,870
148
City Council 21 – 161 6/17/2025
GENERAL FUND
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
01113220PRCSA - ZOO
Account ACTUAL
FY 22-23
825,022
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
1,257,700
2,250
1,053,647
1,903
1,307,400
14,770Salaries Cash Out/Separation
Salaries Part-Time
2,362
318,340
37,063
317,746
33,656
94,503
10,215
20,440
190,776
10,174
81,048
1,814,107
359,870
3,300
383,310
3,300Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
54,312 114,220
12,280
110,110
16,72010,212
Medicare Insurance 16,623 23,410 25,000
Health Insurance 134,548
1,588
283,460
12,130
290,120
12,630Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
67,765 66,800 80,270
1,467,836 2,135,420 2,243,630
62000
62010
62012
62120
62131
62140
62251
62300
62320
Utilities 187,681
31,453
0
200,668
12,293
0
200,000
23,600
0
200,000
21,000
2,600
6,000
0
Communications
Cellular Phone Charges
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Other Agency Services
37,598
289
27,210
120
6,000
0
17,462
637
14,141
658
9,000
0
9,000
0
Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
316,477
31,174
622,772
388,600
24,892
668,580
497,340
0
544,340
0
735,940 782,940
63001
63300
63400
Miscellaneous Operating Expenses
Gas & Diesel
178,490
2,162
186,354
1,919
175,300
500
175,800
500
Animal Food & Supp 76,822
257,474
87,579
275,852
103,400
279,200
103,400
279,700SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
65205
Rental City Equipment 17,227
0
28,694
2,733
530
14,820
5,200
0
23,180
4,770Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
224 1,740
61,350
0
68,260
10,456
98,904
13,737
0
94,990
13,230
83,340
11,370
0
96,900
13,300
99,520
17,430
0
Communications- Landlines
Insurance Charges 87,761
12,220
2,659
181,441
Benefits Overhead
Internal Departments Personnel
SUBTOTAL FIXED CHARGES 223,314 222,950 256,840
66220
66511
Improvements Other Than Building
Computer Software Subscriptions
SUBTOTAL CAPITAL
14,378
52,652
67,031
118,805
5,697
0
6,600
6,600
0
6,600
6,600124,502
TOTAL 2,596,553 3,106,355 3,380,110 3,569,710
149
City Council 21 – 162 6/17/2025
GENERAL FUND
PARKS, RECREATION, & COMMUNITY SERVICES
PRCSA - RECREATION & COMM. SVC
Account
ACCOUNTING UNIT
01113230
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,710,319
55,090
FY 24-25
2,092,220
11,900
Salaries Regular 1,923,172
18,935
2,224,490
15,800Salaries Cash Out/Separation
Salaries Part-Time 1,771,873
190,855
130,873
54,864
2,092,607
227,863
188,727
73,135
1,962,700
149,700
186,340
73,600
1,881,010
149,700
192,580
100,040
57,710
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 51,670 61,231 57,700
Health Insurance 292,688
1,444
339,248
17,951
445,080
19,580
447,360
20,470Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
206,538
4,466,215
234,663
5,177,532
203,440
5,202,260
208,340
5,297,500
62010
62012
62120
62140
62300
62600
Communications 213,260
0
98,228
0
122,980
14,400
84,000
28,800Cellular Phone Charges
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
10,168
13,501
1,706,425
47,094
1,990,449
10,589
31,073
2,120,527
37,370
2,297,787
8,320 33,320
25,800 25,800
1,013,640
10,400
1,097,240
10,400
SUBTOTAL CONTRACTUALS 1,195,540 1,279,560
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
398,034
25,243
579,293
24,413
586,480
48,300
371,540
48,300
SUBTOTAL COMMODITIES 423,277 603,706 634,780 419,840
65000
65010
65011
65012
65040
65055
65100
65105
65400
Building Rental 0
146,903
9,837
0
167,152
18,395
2,844
0
95,970
24,080
14,820
130,610
18,190
253,820
34,620
0
661,570
144,940
36,120
65,650
133,240
18,290
300,270
23,960
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,252
128,280
0
119,460
18,299
286,370
39,775
19,740
672,035
267,749
37,245
18,557
610,824
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES 572,110 1,384,040
66400
66511
Machinery & Equipment 109,182
10,104
39,594
10,119
49,713
0
35,000
35,000
55,000
35,000
90,000
Computer Software Subscriptions
SUBTOTAL CAPITAL 119,285
67200
67210
Principal-Leases 6,054
705
6,243
515
11,640
0
0
0
0
Interest-Leases
SUBTOTAL DEBT SERVICE 6,759 6,759 11,640
TOTAL 7,616,809 8,807,532 7,651,330 8,470,940
150
City Council 21 – 163 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01213020 PRCSA YOUTH SERVICES
TOTAL EXPENDITURES
6,766,784
6,766,784
ACTUAL
7,542,780
7,542,780
ACTUAL
3,410,190
3,410,190
ADOPTED
3,267,620
3,267,620
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
69000
1,469,530 2,134,999 2,541,280 2,633,810
305,240
86,110
239,460
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
226,535
88,251
218,609
173,289
209,154
4,799,423
7,306
419,450
290,670
154,790
0
108,304
4,840,431
33,733MISCELLANEOUS 4,000 3,000
TOTAL 6,766,784 7,542,780 3,410,190 3,267,620
151
City Council 21 – 164 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
01213020PRCSA YOUTH SERVICES
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
808,390
PROPOSED
FY 25-26Code
61000
61010
61020
61030
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 500,635 800,415 896,720
0Salaries Cash Out/Separation
Salaries Part-Time
1,433
272,949
392,019
22,367
50,118
25,716
17,653
117,012
0
947
594,845
269,635
53,256
0
989,560
288,000
0
967,000
265,000
0
Salaries Participant
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
92,969 93,610
47,910
30,230
230,350
8,030
101,690
47,310
30,840
232,360
8,930
30,339
Medicare Insurance 24,346
Health Insurance 175,935
7,277Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
69,629
1,469,530
85,036 45,200
2,541,280
83,960
2,633,8102,134,999
62000
62010
62120
62140
62300
62500
62600
Utilities 0
1,913
156
260
0
0
0
0Communications
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Rent Payments
6,793 1,787
0
12,000
0
10,000
0990
161,422
54,718
700
173,256
42,350
800
364,700
42,750
0
255,790
39,450
0Parking Validation
SUBTOTAL CONTRACTUALS 226,535 218,609 419,450 305,240
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
88,072
179
172,956
333
290,670
0
85,860
250
SUBTOTAL COMMODITIES 88,251 173,289 290,670 86,110
65000
65010
65011
65012
65040
65055
65100
65105
65205
65400
Building Rental 0
1,682
0
0
8,713
1,903
3,524
65,820
10,082
105,693
13,418
0
0
0
10,500
10,980
13,320
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
12,450
043
27,890
0
68,690
9,570
56,390
7,690
0
76,130
10,450
104,390
13,690
0
60,871
8,351
9,323
144
Benefits Overhead
Internal Departments Personnel
Indirect Costs 0 0 0
SUBTOTAL FIXED CHARGES 108,304 209,154 154,790 239,460
66200
66220
66400
66511
Buildings & Building Improvements
Improvements Other Than Building
Machinery & Equipment
0 131,918
4,490,059
177,257
188
0
0
0
0
0
0
0
0
0
0
4,840,431
0
0Computer Software Subscriptions
SUBTOTAL CAPITAL 4,840,431 4,799,423
69135
69143
69144
Payment to Subagent 33,199
534
1,447
1,966
3,893
7,306
0
4,000
0
0
3,000
0
Transportation Pass for Partic
Client Support Services 0
SUBTOTAL MISCELLANEOUS 33,733 4,000 3,000
TOTAL 6,766,784 7,542,780 3,410,190 3,267,620
152
City Council 21 – 165 6/17/2025
PRCSA FEES & DONATION
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52040
57081
58000
Grant-Other 0 16,487 0
0
0
0
0
Gifts & Donations 10,000
10,043
21,950
11,523Earning On Investments
TOTAL REVENUES
5,000
20,043 49,960 5,000 0
EXPENDITURES
02213200 PRCSA FEE & DONATION
TOTAL EXPENDITURES
40,800
40,800
833,245
833,245
39,950
39,950
15,000
15,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
63000
66000
26,625 44,528 19,950 0
15,000
0
COMMODITIES
CAPITAL
4,175 994 20,000
010,000 787,724
TOTAL 40,800 833,245 39,950 15,000
153
City Council 21 – 166 6/17/2025
PRCSA FEES & DONATION
PARKS, RECREATION, & COMMUNITY SERVICES
PRCSA FEE & DONATION
Account
ACCOUNTING UNIT
02213002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52040
57081
58000
LINE ITEM RESOURCES
Grant-Other 0
10,000
10,043
20,043
16,487 0
0
0
0
0
0
Gifts & Donations 21,950
11,523
49,960
Earning On Investments
SUBTOTAL REVENUES
5,000
5,000
TOTAL 20,043 49,960 5,000 0
154
City Council 21 – 167 6/17/2025
PRCSA FEES & DONATION
PARKS, RECREATION, & COMMUNITY SERVICES
PRCSA FEE & DONATION
Account
ACCOUNTING UNIT
02213200
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
19,950
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
26,625 44,528 0
26,625 44,528 19,950 0
63001
66220
Miscellaneous Operating Expenses 4,175 994 20,000 15,000
SUBTOTAL COMMODITIES 4,175 994 20,000 15,000
Improvements Other Than Building 10,000 787,724 0 0
SUBTOTAL CAPITAL 10,000 787,724 0 0
TOTAL 40,800 833,245 39,950 15,000
155
City Council 21 – 168 6/17/2025
CAPITAL OUTLAY FUND
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53332
57363
58000
Baseball Surcharge 4,044 7,597 0 0
672,000
0
Cell Tower Lease Agreement
Earning On Investments
TOTAL REVENUES
597,957
27,292
687,050
23,504
600,000
20,000
629,293 718,151 620,000 672,000
EXPENDITURES
05113263 PARK IMPROVEMENTS
TOTAL EXPENDITURES
1,784,940
1,784,940
1,346,641
1,346,641
785,000
785,000
672,000
672,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
63000
66000
150,024 197,611 415,000 352,000
0COMMODITIES
CAPITAL
621,176 75,491 70,000
1,013,739 1,073,539 300,000 320,000
TOTAL 1,784,940 1,346,641 785,000 672,000
156
City Council 21 – 169 6/17/2025
CAPITAL OUTLAY FUND
PARKS, RECREATION, & COMMUNITY SERVICES
MISCELLENOUS REVENUE
Account
ACCOUNTING UNIT
05113002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53332
57363
58000
LINE ITEM RESOURCES
Baseball Surcharge 4,044
597,957
27,292
7,597 0 0
672,000
0
Cell Tower Lease Agreement
Earning On Investments
SUBTOTAL REVENUES
687,050
23,504
600,000
20,000
629,293 718,151 620,000 672,000
TOTAL 629,293 718,151 620,000 672,000
157
City Council 21 – 170 6/17/2025
CAPITAL OUTLAY FUND
PARKS, RECREATION, & COMMUNITY SERVICES
PARK IMPROVEMENTS
ACCOUNTING UNIT
05113263
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62300
62320
LINE ITEM RESOURCES
Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
0 22,883 0 0
352,000
352,000
150,024 174,727 415,000
150,024 197,611 415,000
63200 Operating Materials & Supplies 621,176 75,491 70,000 0
SUBTOTAL COMMODITIES 621,176 75,491 70,000 0
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
0
1,013,739
1,013,739
0
1,073,539
1,073,539
300,000
0
0
320,000
320,000300,000
TOTAL 1,784,940 1,346,641 785,000 672,000
158
City Council 21 – 171 6/17/2025
PARKS CAPITAL GRANTS
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025 State Grants-Direct
TOTAL REVENUES
2,451,215 1,992,112 0
0
0
02,451,215 1,992,112
EXPENDITURES
16113262 STATE RESOURCES AGENCY GRANT
16113263 SANTA ANA RIVER CONSERVANCY PROGRAM
16113264 2018 Parks Bond Act-SPD&CR
16113268 2002 CA YOUTH SOCCER & REC DEV
16113269 2018 Parks Bond Act-Per Capita
TOTAL EXPENDITURES
0
172,872
1,304,132 0
0
0
0
0
0
0
0
0
0
375,877
1,138,585
1,000,000
177,952
2,763,804
0
0
2,489,409 4,443,813 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 2,489,409
2,489,409
4,443,813
4,443,813
0 0
TOTAL 0 0
159
City Council 21 – 172 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
2018 Parks Bond Act-SPD&CR
Account
ACCOUNTING UNIT
16113264
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 1,138,585 2,763,804 0 0
1,138,585 2,763,804 0 0
TOTAL 1,138,585 2,763,804 0 0
160
City Council 21 – 173 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
2018 Parks Bond Act-Per Capita
Account
ACCOUNTING UNIT
16113269
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 177,952 0 0 0
177,952 0 0 0
TOTAL 177,952 0 0 0
161
City Council 21 – 174 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
PARKS/REC CAPITAL GRANTS
Account
ACCOUNTING UNIT
16113002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
52025 State Grants-Direct 2,451,215 1,992,112 0 0
SUBTOTAL REVENUES 2,451,215 1,992,112 0 0
TOTAL 2,451,215 1,992,112 0 0
162
City Council 21 – 175 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
STATE RESOURCES AGENCY GRANT
Account
ACCOUNTING UNIT
16113262
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66200
66220
LINE ITEM RESOURCES
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
0
0
0
155,568 0
0
0
0
0
0
1,148,564
1,304,132
TOTAL 0 1,304,132 0 0
163
City Council 21 – 176 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
SANTA ANA RIVER CONSERVANCY PROGRAM
Account
ACCOUNTING UNIT
16113263
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 172,872 375,877 0 0
172,872 375,877 0 0
TOTAL 172,872 375,877 0 0
164
City Council 21 – 177 6/17/2025
PARKS CAPITAL GRANTS
PARKS, RECREATION, & COMMUNITY SERVICES
2002 CA YOUTH SOCCER & REC DEV
Account
ACCOUNTING UNIT
16113268
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 1,000,000 0 0 0
1,000,000 0 0 0
TOTAL 1,000,000 0 0 0
165
City Council 21 – 178 6/17/2025
RECREATION GRANTS FUND
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52040
58000
Grant-Other 280,104 279,164 308,850 286,860
0Earning On Investments
TOTAL REVENUES
6,086 9,015 0
286,190 288,180 308,850 286,860
EXPENDITURES
16913202 OCTA SR MOBILITY PROGRAM
TOTAL EXPENDITURES
123,628
123,628
291,275
291,275
439,070
439,070
500,360
500,360
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
67,862 182,227 324,930 343,430
032
1,859
1,448
9,635
0
12,000 12,000
144,930FIXED CHARGES 53,875 97,964 102,140
TOTAL 123,628 291,275 439,070 500,360
166
City Council 21 – 179 6/17/2025
RECREATION GRANTS FUND
PARKS, RECREATION, & COMMUNITY SERVICES
RECREATION GRANTS REVENUE
Account
ACCOUNTING UNIT
16913002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
308,850
PROPOSED
FY 25-26Code
52040
58000
LINE ITEM RESOURCES
Grant-Other 280,104
6,086
279,164 286,860
0Earning On Investments
SUBTOTAL REVENUES
9,015 0
286,190 288,180 308,850 286,860
TOTAL 286,190 288,180 308,850 286,860
167
City Council 21 – 180 6/17/2025
RECREATION GRANTS FUND
PARKS, RECREATION, & COMMUNITY SERVICES
OCTA SR MOBILITY PROGRAM
Account
ACCOUNTING UNIT
16913202
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
179,410
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 4,995
53,912
0
78,018 145,200
44,900
0
Salaries Part-Time 38,801
339
0
0Salaries Overtime
Retirement-Employer Normal Cost 213 9,892 24,220
5,230
0
24,570
43,660
1,680
4,490
67,440
2,580
8,910
343,430
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
494
2,251
1,011
832
12,918
2,269
Medicare Insurance 2,624 3,630
106,560
2,440
3,440
324,930
Health Insurance 25,537
1,211Retiree Health Benefits 0
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,153
67,862
10,617
182,227
62300 Contract Services-Professional 32 1,448 0 0
SUBTOTAL CONTRACTUALS 32 1,448 0 0
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
55
1,804
1,859
0
9,635
9,635
0
12,000
12,000
0
12,000
12,000SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
65400
Rental City Equipment 17,494
22,344
210
33,936
33,120
252
22,590
18,060
590
16,370
13,730
44,190
24,220
3,320
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0 0 23,750
3,310
4,290
590
0 0
5,114
749
12,957
1,800
15,899
97,964
11,220
4,360Benefits Overhead
Indirect Costs 7,964
53,875
28,960
102,140
27,520
144,930SUBTOTAL FIXED CHARGES
TOTAL 123,628 291,275 439,070 500,360
168
City Council 21 – 181 6/17/2025
NATL RECREATION TRAILS FND ACT
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
115
115
0
0
0
0
0
0
169
City Council 21 – 182 6/17/2025
NATL RECREATION TRAILS FND ACT
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
17213002NATL RECREATION TRAILS FND ACT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 115 0 0 0
115 0 0 0
TOTAL 115 0 0 0
170
City Council 21 – 183 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18113013 ARPA-PRCSA 1,306,023
1,306,023
ACTUAL
FY 22-23
1,306,023
1,306,023
501,862
501,862
ACTUAL
FY 23-24
501,862
501,862
0
0
0
0TOTAL EXPENDITURES
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
MISCELLANEOUS
TOTAL
69000 0 0
0 0
171
City Council 21 – 184 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
18113013ARPA-PRCSA
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
69135 Payment to Subagent 1,306,023 501,862 0 0
SUBTOTAL MISCELLANEOUS 1,306,023 501,862 0 0
TOTAL 1,306,023 501,862 0 0
172
City Council 21 – 185 6/17/2025
REC/COMM SVS
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
61
61
82
82
0
0
0
0
173
City Council 21 – 186 6/17/2025
REC/COMM SVS
PARKS, RECREATION, & COMMUNITY SERVICES
REC/COMM SVS ACQ & DEV
Account
ACCOUNTING UNIT
30113002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 61 82 0 0
61 82 0 0
TOTAL 61 82 0 0
174
City Council 21 – 187 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 1
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53300
58000
District Park A & D Fees 78,827 200,821 0
0
0
0Earning On Investments
TOTAL REVENUES
12,082 15,577
90,909 216,398 0 0
EXPENDITURES
31113260 RESIDENTIAL DEVELOP DISTRICT 1
TOTAL EXPENDITURES
2,389,982
2,389,982
300,000
300,000
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000
68000
CAPITAL 6,008 300,000 0
0
0
0TRANSFERS2,383,974 0
TOTAL 2,389,982 300,000 0 0
175
City Council 21 – 188 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 1
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31113002MISCELLENOUS REVENUE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53300
58000
LINE ITEM RESOURCES
District Park A & D Fees
Earning On Investments
SUBTOTAL REVENUES
78,827 200,821 0
0
0
0
0
0
12,082 15,577
90,909 216,398
TOTAL 90,909 216,398 0 0
176
City Council 21 – 189 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 1
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31113260RESIDENTIAL DEVELOP DISTRICT 1
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 6,008 300,000 0 0
6,008 300,000 0 0
68000 Transfer to Fund 315 2,383,974 0 0 0
SUBTOTAL TRANSFERS 2,383,974 0 0 0
TOTAL 2,389,982 300,000 0 0
177
City Council 21 – 190 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 2
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53300
58000
District Park A & D Fees 584,945 3,126,455 0
0
0
0Earning On Investments
TOTAL REVENUES
41,073 76,199
626,018 3,202,653 0 0
EXPENDITURES
31213260 Acquisition & Development
31213261 Acquisition & Development In Lieu
TOTAL EXPENDITURES
2,158,018
483,203
427,177
9,015
0
0
0
0
2,641,222 436,191 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 2,641,222
2,641,222
436,191
436,191
0 0
TOTAL 0 0
178
City Council 21 – 191 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 2
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31213002Acquisition & Development Revenue
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53300
58000
LINE ITEM RESOURCES
District Park A & D Fees
Earning On Investments
SUBTOTAL REVENUES
584,945 3,126,455
76,199
0
0
0
0
0
0
41,073
626,018 3,202,653
TOTAL 626,018 3,202,653 0 0
179
City Council 21 – 192 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 2
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31213260Acquisition & Development
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
66220 Improvements Other Than Building 2,158,018 427,177 0 0
SUBTOTAL CAPITAL 2,158,018 427,177 0 0
TOTAL 2,158,018 427,177 0 0
180
City Council 21 – 193 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 2
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31213261Acquisition & Development In Lieu
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 483,203 9,015 0 0
483,203 9,015 0 0
TOTAL 483,203 9,015 0 0
181
City Council 21 – 194 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 3
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53300
58000
58002
District Park A & D Fees 4,562,310 1,997,673 0
0
0
0
0
0
Earning On Investments
Net Increase (Decrease) In Fai
TOTAL REVENUES
141,144 186,746
0(327,848)
4,375,606 2,184,419 0 0
EXPENDITURES
31313260 A & D 4,912,552
43,058
1,842,251
40,669
0
0
200,000
031313261 A & D IN LIEU
TOTAL EXPENDITURES 4,955,610 1,882,920 0 200,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CAPITAL
TOTAL
66000 4,955,610
4,955,610
1,882,920
1,882,920
0 200,000
0 200,000
182
City Council 21 – 195 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 3
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31313002ACQUISITION & DEVELOPMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53300
58000
58002
LINE ITEM RESOURCES
District Park A & D Fees
Earning On Investments
Net Increase (Decrease) In Fai
SUBTOTAL REVENUES
4,562,310
141,144
1,997,673
186,746
0
0
0
0
0
0
0
0
0
(327,848)
4,375,606 2,184,419
TOTAL 4,375,606 2,184,419 0 0
183
City Council 21 – 196 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 3
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31313260A & D
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
4,254 4,172 0
0
0
0
200,000
200,000
4,908,298 1,838,079
4,912,552 1,842,251
TOTAL 4,912,552 1,842,251 0 200,000
184
City Council 21 – 197 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 3
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31313261A & D IN LIEU
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
66220 Improvements Other Than Building 43,058 40,669 0 0
SUBTOTAL CAPITAL 43,058 40,669 0 0
TOTAL 43,058 40,669 0 0
185
City Council 21 – 198 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 4
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53300
58000
District Park A & D Fees 265,252 167,461 0
0
0
0Earning On Investments
TOTAL REVENUES
2,797 6,920
268,049 174,381 0 0
EXPENDITURES
31413260 A & D 550,359
550,359
0
0
0
0
115,000
115,000TOTAL EXPENDITURES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CAPITAL66000
68000
22,320 0
0
0
0
115,000
0TRANSFERS528,039
TOTAL 550,359 0 0 115,000
186
City Council 21 – 199 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 4
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31413002A & D
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
District Park A & D Fees
Earning On Investments
SUBTOTAL REVENUES
53300
58000
265,252 167,461 0
0
0
0
0
0
2,797 6,920
268,049 174,381
TOTAL 268,049 174,381 0 0
187
City Council 21 – 200 6/17/2025
RESIDENTIAL DEVELOP DISTRICT 4
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31413260A & D
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 22,320 0 0 115,000
22,320 0 0 115,000
68000 Transfer to Fund 315 528,039 0 0 0
SUBTOTAL TRANSFERS 528,039 0 0 0
TOTAL 550,359 0 0 115,000
188
City Council 21 – 201 6/17/2025
RESIDENTIAL DEV HARBOR SPECIFIC
DEPARTMENT RESOURCE SUMMARY
PARKS, RECREATION, & COMMUNITY SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53300
58000
District Park A & D Fees 0
0
60,483 0
0
0
0Earning On Investments
TOTAL REVENUES
14,562
0 75,045 0 0
EXPENDITURES
31513260 HARBOR SPECIFIC ACQUISITION & DEVELOPMENT
TOTAL EXPENDITURES
0
0
670,980
670,980
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 670,980
670,980
0 0
TOTAL 0 0 0
189
City Council 21 – 202 6/17/2025
RESIDENTIAL DEV HARBOR SPECIFIC
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31513002HARBOR SPECIFIC ACQUISIITON & DEVELOPMENT REVENUE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53300
58000
LINE ITEM RESOURCES
District Park A & D Fees
Earning On Investments
SUBTOTAL REVENUES
0
0
0
60,483 0
0
0
0
0
0
14,562
75,045
TOTAL 0 75,045 0 0
190
City Council 21 – 203 6/17/2025
RESIDENTIAL DEV HARBOR SPECIFIC
PARKS, RECREATION, & COMMUNITY SERVICES ACCOUNTING UNIT
31513260HARBOR SPECIFIC ACQUISITION & DEVELOPMENT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 670,980 0 0
0 670,980 0 0
TOTAL 0 670,980 0 0
191
City Council 21 – 204 6/17/2025
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Left Blank
1 98 02
City Council 21 – 205 6/17/2025
193
City Council 21 – 206 6/17/2025
Police Department
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Professional Personnel
Accounting Assistant
Animal Service Officer I
Background Investigator
Correctional Manager (RM)
Correctional Officer I
1
2
3
1
73
9
1
2
3
1
73
9Correctional Supervisor
Crime Research Analyst 4 4
Emergency Operations Coordinator
Executive Secretary to the Police Chief (UC)
Firearms Examiner
1
1
1
1
1
1
Forensic Services Supervisor 2 2
Forensic Specialist I 9 9
Forensic Specialist II 2 2
Graphics Designer I 1 1
Human Resources Analyst (UC)
Human Resources Specialist (UC)
Information Technology Support Technician II
Jail Administrator (RM)
1
2
2
1
1
2
2
1
Lead Correctional Records Specialist
Lead Police Records Specialist
Management Aide (UC)
4
3
1
4
3
1
Park Ranger 2 2
Parking Control Officer 10
1
1
2
1
4
1
9
2
10
1
1
2
1
4
1
9
2
Police Administrative Budget Manager (RM)
Police Administrative Manager (RM)
Police Athletic / Activities League Assistant Director
Police Communications Manager (RM)
Police Communications Supervisor
Police Community Services Specialist
Police Evidence and Supply Specialist
Police Evidence and Supply Supervisor
Police Fiscal Services Supervisor
Police Investigative Specialist
Police Oversight Commission Secretary (UC)
1
11
1
1
13
1
2
194
City Council 21 – 207 6/17/2025
Police Department
Position Summary
Police Photo / Video Specialist
Police Records Supervisor
Police Service Officer
Police Services Dispatcher
Police Systems Manager (RM)
Police Systems Supervisor*
Rangemaster
1
2
6
35
1
1
1
2
8
37
1
1
2
2
1 1
Security Electronics Technician
Senior Accounting Assistant
Senior Correctional Records Specialist
Senior Human Resources Analyst (AM)
Senior Management Analyst (AM)
Senior Office Assistant
1
2
8
1
1
14
1
1
3
8
1
1
12
1
1
(2)
Senior Office Specialist
Senior Parking Control Officer
Senior Police Records Specialist
Senior Systems Administrator**
Video Technician
1
11
2
1
11
2
1 1
Professional Personnel Subtotal 260 5 265
Sworn Personnel
Police Captain (RM)
Police Chief (EM)
Police Lieutenant (RM)
Police Officer
3
1
14
338
44
400
3
1
14
338
44
400
Police Sergeant
Sworn Personnel Subtotal
Authorized Total
0
5660 665
*Job Title Change for FY24-25 Mid-Year Class/Comp Reso #2025-007
**FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
Note: The authorized headcount for sworn positions is 400; 383 positions are funded and 17 positions
are unfunded.GENERAL FUND 656.00
7.00CANNABIS PUBLIC BENEFIT FUND
FEDERAL/STATE GRANTS 2.00
TOTAL AUTHORIZED POSITIONS 665.00
195
City Council 21 – 208 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01114017 PD - SERVICE ENHANCEMENT
01114400 OFFICE OF THE CHIEF OF POLICE
01114401 FISCAL & BUDGET
4,457,848 4,688,046 5,182,410 5,184,590
1,610,570
1,229,140
1,733,550
4,695,530
2,148,270
9,032,910
2,920,450
1,595,860
63,465,150
838,310
1,541,852
1,110,554
1,487,509
4,689,312
1,801,886
8,118,700
2,667,809
1,847,262
53,637,499
601,940
1,330,762
1,060,794
1,180,157
5,479,402
1,786,900
8,802,087
2,635,747
2,027,131
62,893,556
674,656
1,901,360
1,196,720
1,378,280
4,754,440
2,052,680
8,646,800
2,828,620
1,725,500
63,729,220
735,380
01114402 HUMAN RESOURCES
01114403 BUILDING & FACILITY
01114404 RECRUITMENT AND BACKGROUNDS
01114405 TRAFFIC
01114410 TRAINING SERVICES
01114415 INTERNAL AFFAIRS
01114420 FIELD OPERATIONS
01114421 PD ATHLETIC & ACTIVITY LEAGUE
01114425 INFORMATION SERVICES
01114430 ANIMAL SERVICES
1,944,627
0
1,724,863
0
1,856,050
3,791,480
9,864,290
8,800,690
0
2,130,040
3,777,650
9,384,960
8,249,170
0
01114435 CRIMINAL INVESTIGATIONS-SERVICE ENHANCEMENT
01114440 CRIMES AGAINST PERSONS
01114441 METROPOLITAN DIVISION-SERVICE ENHANCEMENT
01114445 SPECIAL INVESTIGATIONS
01114448 EVIDENCE
8,954,121
5,216,781
5,513,345
2,345,502
917,379
9,313,328
5,278,061
5,367,622
2,449,228
990,264
4,186,290
1,033,550
1,322,790
2,786,540
2,247,430
8,159,380
502,510
4,179,430
1,033,470
1,356,010
2,771,980
2,252,920
7,037,540
414,490
01114450 CENTRAL DISTRIBUTION CTR (CDC)
01114455 FORENSIC SERVICES
1,494,904
2,326,984
1,594,773
6,751,116
473,908
1,250,127
2,204,185
1,690,413
7,108,342
441,782
01114460 RECORDS SERVICES
01114465 COMMUNICATIONS-SERVICE ENHANCEMENT
01114470 VICE/NARCOTICS-SERVICE ENHANCEMENT
01114471 INVESTIGATIONS SUPPORT SERVICE-SERVICE
ENHANCEMENT
1,150,058 931,799 986,070 977,280
01114475 JAIL OPERATIONS 18,666,627
301,186
288,954
46,550
19,833,366
289,214
300,431
173,816
22,110,040
272,140
286,870
207,500
22,762,820
264,130
294,590
223,370
01114480 REGIONAL NARCOTIC SUPPRESSION
01114485 HOMELAND SECURITY & EMERGENCY MANAGEMENT
01114490 TOBACCO RETAIL LICENSE PRG
TOTAL EXPENDITURES 139,948,988 151,906,082 162,545,030 161,564,180
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
111,386,235
12,536,209
3,065,986
11,826,822
294,787
121,377,852
13,476,119
2,387,303
12,708,493
1,118,116
833,069
127,318,590
16,209,620
2,641,440
14,749,970
355,230
125,731,070
17,457,130
2,799,520
14,008,650
1,487,000
75,700DEBT SERVICE
TRANSFERS
833,799 1,265,040
5,1405,150 5,130 5,110
TOTAL 139,948,988 151,906,082 162,545,030 161,564,180
196
City Council 21 – 209 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
PD - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01114017
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
2,815,237
0
FY 24-25
3,354,190
0
Salaries Regular 2,906,418
1,882
3,324,920
0Salaries Cash Out/Separation
Salaries Overtime 70,890
489,805
44,420
468,463
48,535
233,575
4,170,924
131,436
554,863
48,483
0 0
Retirement-Employer Normal Cost
Medicare Insurance
612,950
45,690
506,760
59,800
230,570
4,809,960
631,620
48,170
506,520
63,190
227,770
4,802,190
Health Insurance 408,554
52,185Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
235,387
4,339,206
65040
65100
65105
IT Maintenance Charge
Insurance Charges
78,080
178,616
30,227
147,900
172,234
28,706
154,360
190,100
27,990
163,520
189,470
29,410Benefits Overhead
SUBTOTAL FIXED CHARGES 286,923 348,840 372,450 382,400
TOTAL 4,457,848 4,688,046 5,182,410 5,184,590
197
City Council 21 – 210 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
PD ATHLETIC & ACTIVITY LEAGUE
Account
ACCOUNTING UNIT
01114421
ACTUAL
FY 22-23
265,691
ACTUAL
FY 23-24
ADOPTED
FY 24-25
339,300
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 295,953 365,380
150,470
1,000
Salaries Part-Time 92,765
2,293
115,523
2,012
137,380
1,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
20,791
2,941
29,866
3,469
27,040
4,380
32,290
6,870
Medicare Insurance 5,278 8,305 5,970 7,290
Health Insurance 37,888
4,578
40,231
4,915
37,920
5,060
56,880
6,840Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
29,539
461,765
32,944
533,217
29,360
587,410
37,480
664,500
62000
62120
62251
62300
Utilities 51,859
0
48,731
0
56,000
2,500
2,700
6,000
67,200
36,000
500Training, Transportation, Meetings
Other Agency Services 0 2,642
698
2,900
3,750
43,150
Contract Services-Professional
SUBTOTAL CONTRACTUALS
20,105
71,964 52,071
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
33,276
0
34,351
1,618
31,500
630
52,310
3,000
SUBTOTAL COMMODITIES 33,276 35,969 32,130 55,310
65010
65011
65012
65040
65100
65105
Rental City Equipment 1,422
0
11,092
2,385
420
0
3,060
0
14,800
7,840
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
63
0 11,380
24,106
4,018
53,400
17,810
24,210
3,560
48,640
12,110
36,460
3,270
74,480
22,589
3,823
27,897
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511
67003
Computer Software Subscriptions 0 0 0 870
SUBTOTAL CAPITAL 0 0 0 870
Loan Payment-OBF 7,038 0 0 0
SUBTOTAL DEBT SERVICE 7,038 0 0 0
TOTAL 601,940 674,656 735,380 838,310
198
City Council 21 – 211 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
ANIMAL SERVICES
Account
ACCOUNTING UNIT
01114430
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
272,030
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
271,470
25,840
3,930
Retirement-Employer Normal Cost
Medicare Insurance
26,580
3,800
Health Insurance 59,880
4,500
59,880
4,690Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
12,370
379,160
16,160
381,970
62012
62300
Cellular Phone Charges 0
0
0
0
0
0
1,000
3,334,350
3,335,350
0
3,329,350
3,329,350
Contract Services-Professional
SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
0
0
0
0
0
0
4,000
7,000
2,000
15,000
17,000SUBTOTAL COMMODITIES 11,000
65010
65011
65040
65100
65105
Rental City Equipment 0
0
0
0
0
0
0
0
0
0
0
0
14,350
15,430
17,810
15,940
2,440
0
11,870
18,170
16,020
3,270
Equipment Replacement Charges
IT Maintenance Charge
Insurance Charges
Benefits Overhead
SUBTOTAL FIXED CHARGES 65,970 49,330
TOTAL 0 0 3,791,480 3,777,650
199
City Council 21 – 212 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114441METROPOLITAN DIVISION-SERVICE ENHANCEMENT
Account ACTUAL ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 22-23
3,313,745
14,329
3,104,093
3,171
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time
Salaries Overtime 166,484
519,851
537
243,214
568,472
119
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 54,695 53,078
362,034
59,168
251,450
4,644,798
Health Insurance 396,233
65,749Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
274,086
4,805,710
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
6,045
350
3,287
0
0
0
0
0
0
0
0
0
14,694
21,089
16,810
20,097
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
3,562
23,812
27,374
15,680
38,288
53,968
0
0
0
0
0
0SUBTOTAL COMMODITIES
65010
65011
65012
65040
65100
65105
Rental City Equipment 192,012
33,264
204,540
54,280
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
21,456 21,456
167,320
209,595
35,470
130,830
183,988
30,665Benefits Overhead
SUBTOTAL FIXED CHARGES 659,117 625,758
66511 Computer Software Subscriptions 55 23,000 0 0
SUBTOTAL CAPITAL 55 23,000 0 0
TOTAL 5,513,345 5,367,622 0 0
200
City Council 21 – 213 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
POLICE REVENUES
Account
ACCOUNTING UNIT
01114002
ACTUAL
FY 22-23
400,841
ACTUAL
FY 23-24
ADOPTED
FY 24-25
85,000
PROPOSED
FY 25-26Code
50503
50505
50506
51401
51402
51403
53400
53401
53403
53405
53407
53409
53410
53411
53415
53416
53417
53419
53420
53423
55000
55400
55401
55402
55403
55600
55606
57000
57010
57400
57402
57460
57461
57462
57463
57464
57470
57971
LINE ITEM RESOURCES
SB90 State Mandated Costs-Reimbursement
POST Reimbursement
58,114 150,000
10,000
700,000
60,000
10,000
140,000
35,000
10,000
0
480
591,394
104,428
13,737
177,059
153,501
11,387
0
160
604,754
58,295
11,089
174,724
84,815
9,122
10,000
600,000
90,000
10,000
140,000
120,000
10,000
0
AB109 Reimbursement
Alarm Permit Fees
Street Closure Permits
Tobacco Permits
Vehicle Release Charge
Repo Release
Police Report Search Fee
Photo Services
3,510
1,552 4,964 0 0
Vehicle Equipment Citation Sign-Off
Storage Of Weapon Fee
Impound/Owner Release Animal
Jail Pay to Stay Program
Emergency Response Reimbursement/PD
Animal Quarantines
2,508 1,840 3,000
2,000
1,300
25,000
5,000
1,000
75,000
2,000
0
2,000
2,000
1,500
75,000
5,000
0
1,966 2,218
0 0
15,318
688
35,497
0
602 0
Police Report Fee 86,675
1,683
47,840
1,950
50,000
1,500
0
Firearm License Fee
Jail Booking Fee 207 0
Vehicle Storage Fee 39,936
4,920,339
21,927
241,969
125,606
1,191
32,001
5,683,146
1,512
40,000
4,900,000
0
30,000
4,850,000
0
Parking Fines
Redlight Camera Program
Court Fines Traffic 302,416
124,123
1,666
240,000
130,000
0
300,000
50,000
0
Court Fines Non Traffic
Tobacco Fine
Administrative Citations
Fireworks Admin Citations
Expense Reimbursement
Miscellaneous Recoveries
Police OT Reimbursement
Police Miscellaneous Reimbursement
Jail Revenue Facility - PD
Jail Kitchen Rental
16,283
7,477
10,100
395
18,000
10,000
0
15,000
1,000
0055,446
4,2500 0 0
372,262
325,219
3,212
422,749
202,501
1,606
340,000
300,000
3,500
30,000
11,250,000
650,000
2,250,000
100
340,000
200,000
3,500
30,000
9,200,000
700,000
950,000
100
31,228
12,054,185
664,390
2,864,995
45
30,000
10,625,425
789,029
1,826,545
20
Jail Revenue Facility - US Marshals
Jail Revenue Facility - Bureau of Prisons
Jail Revenue Facility - US Marshals San Diego
Copy of Lost Citation
Sale of Unclaimed Property
SUBTOTAL REVENUES
0 1,937 0 0
23,254,288 21,213,757 21,340,900 17,921,600
TOTAL 23,254,288 21,213,757 21,340,900 17,921,600
201
City Council 21 – 214 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
OFFICE OF THE CHIEF OF POLICE
Account
ACCOUNTING UNIT
01114400
ACTUAL
FY 22-23
856,457
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,116,010
25,000
Salaries Regular 700,960 882,190
25,000Salaries Overtime 57,753
91,782
35,819
96,933
16,462
71,663
12,974
53,163
987,974
Retirement-Employer Normal Cost
Medicare Insurance
153,480
16,970
114,150
12,72012,869
Health Insurance 66,930 144,900
21,660
93,540
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
9,368 12,050
70,151 70,140 65,580
1,165,309 1,548,160 1,205,230
62120
62140
62200
62300
62322
62600
Training, Transportation, Meetings
Membership, Subscription & Dues
Advertising
15,800
116,385
0
17,933
116,629
0
11,200
117,070
1,000
11,000
140,070
0
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
106,942
0
80,682
14,086
5,091
94,150
0
64,380
0
6,333
245,459
3,000 5,000
220,450SUBTOTAL CONTRACTUALS 234,420 226,420
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
21,294
21,551
42,845
23,694
10,142
33,836
17,480
10,000
27,480
20,080
10,000
30,080SUBTOTAL COMMODITIES
65011
65040
65100
65105
Equipment Replacement Charges
IT Maintenance Charge
Insurance Charges
0
25,100
53,645
9,078
0
25,600
41,367
6,717
0
32,650
57,830
8,520
52,610
39,370
54,580
7,080Benefits Overhead
SUBTOTAL FIXED CHARGES 87,823 73,684 99,000 153,640
66511 Computer Software Subscriptions 416 849 300 1,170
SUBTOTAL CAPITAL 416 849 300 1,170
TOTAL 1,541,852 1,330,762 1,901,360 1,610,570
202
City Council 21 – 215 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
FISCAL & BUDGET
Account
ACCOUNTING UNIT
01114401
ACTUAL
FY 22-23
651,987
ACTUAL
FY 23-24
ADOPTED
FY 24-25
686,800
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 648,517 797,390
0Salaries Cash Out/Separation
Salaries Part-Time
1,636
74,311
2,010
0
74,025
2,305
0
93,540
7,500
27,080
7,500Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
27,393
1,651
32,741
1,847
50,990
2,570
46,700
2,600
Medicare Insurance 10,192
127,598
7,415
10,618
106,830
10,610
57,693
945,187
12,900
153,360
12,880
59,480
1,080,020
12,870
142,020
13,120
54,980
1,104,260
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
58,390
962,583
62120
62140
62300
62400
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Auditor Fee
37,276
0
0
0
1,500
130
2,000
0
6,499
0
16,332
7,549
23,881
13,830
50
14,250
6,000
22,250SUBTOTAL CONTRACTUALS 43,775 15,510
63001 Miscellaneous Operating Expenses 1,542 2,061 2,610 4,300
SUBTOTAL COMMODITIES 1,542 2,061 2,610 4,300
65040
65100
65105
IT Maintenance Charge
Insurance Charges
50,200
44,651
7,556
39,820
42,215
7,036
41,560
49,040
7,220
43,910
45,720
7,900Benefits Overhead
SUBTOTAL FIXED CHARGES 102,407 89,071 97,820 97,530
66511 Computer Software Subscriptions 247 595 760 800
SUBTOTAL CAPITAL 247 595 760 800
TOTAL 1,110,554 1,060,794 1,196,720 1,229,140
203
City Council 21 – 216 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
HUMAN RESOURCES
Account
ACCOUNTING UNIT
01114402
ACTUAL
FY 22-23
968,301
ACTUAL
FY 23-24
ADOPTED
FY 24-25
816,070
PROPOSED
FY 25-26Code
61000
61020
61040
61045
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 706,087 1,198,280
0Salaries Part-Time 4,426
35,809
25,000
69,964
166
0
31,978
30,000
69,570
0
17,940
12,000
0
Salaries Overtime 12,000
0PD Hiring Bonus
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance
111,370
670
120,730
0
14,105
87,869
15,959
81,280
1,302,878
11,639
79,311
12,278
53,771
994,634
11,970
123,720
16,760
79,670
1,190,170
17,260
122,400
29,620
55,780
1,556,070
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62120
62130
62131
62140
62200
62300
Training, Transportation, Meetings
Tuition Reimbursement
1,325
15,633
0
1,386
14,135
279
7,000
10,000
0
2,000
15,000
0SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
12,750
3,115
39,845
72,668
4,640
593
3,000
0
5,000
0
Contract Services-Professional
SUBTOTAL CONTRACTUALS
68,783
89,816
48,800
68,800
57,400
79,400
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
11,618
0
6,108
0
13,770
500
8,000
500
SUBTOTAL COMMODITIES 11,618 6,108 14,270 8,500
65040
65100
65105
IT Maintenance Charge
Insurance Charges
22,310
62,155
10,519
94,984
28,440
39,344
6,557
29,690
65,680
9,670
36,340
46,410
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 74,342 105,040 89,280
66511 Computer Software Subscriptions 5,362 15,257 0 300
SUBTOTAL CAPITAL 5,362 15,257 0 300
TOTAL 1,487,509 1,180,157 1,378,280 1,733,550
204
City Council 21 – 217 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
BUILDING & FACILITY
Account
ACCOUNTING UNIT
01114403
ACTUAL
FY 22-23
442
ACTUAL
FY 23-24
ADOPTED
FY 24-25
48,700
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
64,960
0Salaries Overtime 9,017
36
0
5,950
710
Retirement-Employer Normal Cost
Medicare Insurance
7,680
9409
Health Insurance 123
0
19,980
490
26,640
650Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
30 0 2,080
102,9509,657 75,830
62000
62010
62012
62251
62300
62310
62322
Utilities 1,243,202
906,766
88,854
15,508
297,315
660,920
0
1,195,232
299,583
73,280
2,142
1,050,680
374,680
86,880
1,155,330
328,000
86,880
Communications
Cellular Phone Charges
Other Agency Services
Contract Services-Professional
Janitorial & Housekeeping
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
8,000 4,000
587,287
693,297
0
112,010
670,060
1,000
112,010
751,930
1,000
3,212,564 2,850,821 2,303,310 2,439,150
63001 Miscellaneous Operating Expenses 138,033 96,723 110,000 110,000
SUBTOTAL COMMODITIES 138,033 96,723 110,000 110,000
65000
65040
65055
65100
65105
Building Rental 1,253,270 1,253,270 1,409,290 890,700
6,060IT Maintenance Charge
Communications- Landlines
Insurance Charges
0 0 0
0 541,558 530,320 527,410
292,470
1,090
90
6
0
0
0
0Benefits Overhead
SUBTOTAL FIXED CHARGES 1,253,366 1,794,828 1,939,610 1,717,730
66200
66220
66511
Buildings & Building Improvements
Improvements Other Than Building
Computer Software Subscriptions
SUBTOTAL CAPITAL
0
0
0
0
529,109
0
0
250,000
0
250,000
0
0125,921
655,030 250,000 250,000
67003 Loan Payment-OBF 75,692 82,000 75,690 75,700
SUBTOTAL DEBT SERVICE 75,692 82,000 75,690 75,700
TOTAL 4,689,312 5,479,402 4,754,440 4,695,530
205
City Council 21 – 218 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
RECRUITMENT AND BACKGROUNDS
Account
ACCOUNTING UNIT
01114404
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,105,718
99,932
FY 24-25
1,303,440
22,660
Salaries Regular 954,072 1,378,280
22,660Salaries Overtime 263,259
140,167
15,393
Retirement-Employer Normal Cost
Medicare Insurance
147,626
17,719
203,010
18,200
207,690
19,930
Health Insurance 165,183
16,639
135,969
18,469
184,800
23,710
184,800
26,000Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
93,416 77,035 90,560 82,240
1,646,234 1,604,364 1,846,380 1,921,600
62120
62122
62140
62200
62300
62322
Training, Transportation, Meetings
Travel For Investigation
1,133
681
0
0
4,310
720
4,200
0
2,000
0
Membership, Subscription & Dues
Advertising
0 0
0 0 10,000
40,770
0
10,000
48,320
0
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
20,328
0
43,102
2,461
50,59322,141 54,970 60,320
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
2,774
2,592
5,366
14,886
3,967
9,500
2,000
9,500
2,000
SUBTOTAL COMMODITIES 18,854 11,500 11,500
65040
65100
65105
IT Maintenance Charge
Insurance Charges
44,620
71,436
12,089
128,145
45,510
56,367
9,394
53,430
74,660
10,990
139,080
60,560
68,400
10,890
139,850
Benefits Overhead
SUBTOTAL FIXED CHARGES 111,272
66511 Computer Software Subscriptions 0 1,818 750 15,000
SUBTOTAL CAPITAL 0 1,818 750 15,000
TOTAL 1,801,886 1,786,900 2,052,680 2,148,270
206
City Council 21 – 219 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
TRAFFIC
ACCOUNTING UNIT
01114405
Account ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
3,923,326
54,805
FY 24-25
4,318,530
162,990
150,000
606,210
6,110
Salaries Regular 3,906,501
51,306
4,253,540
84,940Salaries Part-Time
Salaries Overtime 290,638
462,328
1,980
299,693
534,024
1,923
150,000
618,750
3,190
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 68,934 70,864 63,460 62,730
Health Insurance 555,067
71,079
538,847
76,039
635,880
84,010
654,840
85,540Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
332,638
5,760,795
323,045
5,802,242
325,810
6,353,000
305,690
6,219,220
62012
62120
62140
62200
62300
62322
62600
Cellular Phone Charges 921 4,210
29,084
0
4,920 4,060
Training, Transportation, Meetings
Membership, Subscription & Dues
Advertising
23,949 22,070 21,340
0
0
1,000 0
210 0 0
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
1,385,173
0
1,730,456
695
1,235,470 1,786,590
0
0
0
01,530 197
SUBTOTAL CONTRACTUALS 1,411,572 1,764,851 1,263,460 1,811,990
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
23,990
86,311
22,744
74,470
97,213
27,230
83,300
27,540
83,300
SUBTOTAL COMMODITIES 110,301 110,530 110,840
65010
65011
65012
65040
65100
65105
Rental City Equipment 344,800
6,717
358,192
18,974
368,520
27,780
245,770
74,340Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
23,789
161,740
254,370
43,048
834,464
23,040 19,230 64,080
182,030
232,927
38,821
195,920
268,620
39,550
199,860
267,170
35,940Benefits Overhead
SUBTOTAL FIXED CHARGES 853,984 919,620 887,160
66400
66511
Machinery & Equipment 0
1,568
1,568
280,202
3,594
0
190
190
0
3,700
3,700
Computer Software Subscriptions
SUBTOTAL CAPITAL 283,797
TOTAL 8,118,700 8,802,087 8,646,800 9,032,910
207
City Council 21 – 220 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
TRAINING SERVICES
Account
ACCOUNTING UNIT
01114410
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,377,016
2,057
FY 24-25
1,397,780
0
Salaries Regular 1,334,708
0
1,481,950
0Salaries Cash Out/Separation
Salaries Part-Time 36,952 34,834
56,577
151,685
1,193
71,270
11,380
161,440
2,670
45,020
11,380
195,190
1,690
Salaries Overtime 40,069
Retirement-Employer Normal Cost
Part-Time Retirement
143,521
1,072
Medicare Insurance 21,474 21,869
141,374
27,196
105,445
1,874,881
20,540
157,800
28,140
115,810
1,966,830
22,030
176,760
31,030
101,990
2,067,040
Health Insurance 170,349
29,445Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
114,517
1,936,472
62120
62140
62300
62322
62600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
23,611
29,036
359,700
0
87,761
30,352
395,334
0
56,480
36,200
449,250
750
46,480
34,450
394,000
1,000
7,025 1,082 3,000 3,000
SUBTOTAL CONTRACTUALS 419,371 514,529 545,680 478,930
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
158,313
3,031
87,669
6,926
143,000
3,500
191,500
3,500
SUBTOTAL COMMODITIES 161,344 94,595 146,500 195,000
65010
65012
65040
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
4,440
96
4,728
16
1,860
20
4,460
0
39,040
87,572
14,820
145,968
51,200
77,155
12,859
145,958
53,430
95,480
14,060
164,850
54,510
85,150
9,800
153,920
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 4,654 5,784 4,760 25,560
SUBTOTAL CAPITAL 4,654 5,784 4,760 25,560
TOTAL 2,667,809 2,635,747 2,828,620 2,920,450
208
City Council 21 – 221 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
INTERNAL AFFAIRS
Account
ACCOUNTING UNIT
01114415
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,205,767
120,874
111,777
18,973
FY 24-25
1,183,080
40,000
Salaries Regular 1,325,025
146,537
139,897
20,580
1,081,090
40,000Salaries Overtime
Retirement-Employer Normal Cost
Medicare Insurance
120,750
15,320
114,240
15,560
Health Insurance 105,208
26,319
100,789
25,986
87,000 87,000
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
23,980 24,620
99,223 100,528
1,859,342
98,750 88,940
1,688,141 1,568,880 1,451,450
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
2,476
0
5,067
155
8,600
1,000
7,000
0
4,900
7,376
18,311
23,534
8,580 8,930
15,93018,180
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
13,106
1,670
3,302
10,841
14,143
3,340
5,000
8,340
3,620
5,000
8,620SUBTOTAL COMMODITIES 14,776
65010
65012
65040
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
11,976
2,412
12,768
2,412
6,770
0
8,930
0
33,460
75,876
12,841
136,565
28,440
73,557
12,259
129,436
29,690
81,420
11,990
129,870
30,280
74,600
5,450
119,260
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 405 677 230 600
SUBTOTAL CAPITAL 405 677 230 600
TOTAL 1,847,262 2,027,131 1,725,500 1,595,860
209
City Council 21 – 222 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
FIELD OPERATIONS
Account
ACCOUNTING UNIT
01114420
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
30,778,439
1,175,458
26,326
FY 24-25
37,743,990
1,650,000
71,640
Salaries Regular 34,184,373
4,273,011
17,866
37,213,010
1,219,730
48,520
Salaries Cash Out/Separation
Salaries Part-Time
Salaries Overtime 3,267,657
4,662,572
315
3,872,330
5,794,645
214
1,356,290
6,486,990
1,420
1,356,290
6,469,670
540
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 489,314 572,739 525,210 538,330
Health Insurance 3,886,613
582,050
4,082,982
658,375
4,703,040
734,250
4,680,000
756,350Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,596,799
47,465,543
2,727,514
56,184,049
2,619,980
55,892,810
2,627,590
54,910,030
62000
62120
62140
62200
62300
62302
62322
62500
62600
Utilities 4,549
78,923
2,000
0
5,258
86,808
500
5,000
92,100
650
5,000
85,000
500
Training, Transportation, Meetings
Membership, Subscription & Dues
Advertising 0 6,000
859,400
0
3,100
1,140,330
0
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Rent Payments
750,135
0
1,098,642
2,125
15,369
32,490
7,224
890,689
0 0 0
39,155
12,050
1,244,537
36,120
10,000
1,009,270
12,770
9,000
1,255,700
Parking Validation
SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
92,007
879,927
971,934
128,634
737,607
866,242
74,620
756,630
831,250
115,600
756,630
872,230SUBTOTAL COMMODITIES
65010
65011
65012
65020
65040
65100
65105
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
1,354,910
184,071
160,615
15,600
1,443,930
422,841
162,405
15,600
2,209,660
619,390
430,160
20,650
747,190
414,700
1,535,190
22,510
IT Maintenance Charge
Insurance Charges
209,650
2,047,985
336,232
4,309,063
216,880
2,004,073
332,623
4,598,352
237,480
2,160,110
318,060
5,995,510
186,230
2,223,910
267,910
5,397,640
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 270 377 380 1,029,550
SUBTOTAL CAPITAL 270 377 380 1,029,550
TOTAL 53,637,499 62,893,556 63,729,220 63,465,150
210
City Council 21 – 223 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
INFORMATION SERVICES
Account
ACCOUNTING UNIT
01114425
ACTUAL
FY 22-23
776,897
ACTUAL
FY 23-24
ADOPTED
FY 24-25
893,830
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 865,620 840,840
0Salaries Part-Time 6,976
12,109
41,021
262
5,093
9,583
0
10,000
62,540
0
Salaries Overtime 10,000
63,690
0
Retirement-Employer Normal Cost
Part-Time Retirement
61,576
191
Medicare Insurance 11,069
124,364
7,093
12,638
143,626
13,617
69,296
1,181,241
12,560
164,280
14,310
64,200
1,221,720
12,160
168,960
14,100
63,960
1,173,710
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
63,606
1,043,396
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
198
69,251
0
0
2,000
0
2,000
0
295,994
365,443
333,264
333,264
440,930
442,930
562,740
564,740
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
405,168
134
16,774
523
6,950
150
206,950
150
SUBTOTAL COMMODITIES 405,302 17,297 7,100 207,100
65010
65012
65040
65050
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
Insurance Charges
5,988
912
6,384
912
10,650
3,090
4,460
0
39,040
20,000
48,640
8,231
39,820
20,000
50,704
8,451
41,560
20,600
52,930
7,790
42,390
28,880
53,460
7,620Benefits Overhead
SUBTOTAL FIXED CHARGES 122,811 126,271 136,620 136,810
66511 Computer Software Subscriptions 7,675 66,790 47,680 47,680
SUBTOTAL CAPITAL 7,675 66,790 47,680 47,680
TOTAL 1,944,627 1,724,863 1,856,050 2,130,040
211
City Council 21 – 224 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114435CRIMINAL INVESTIGATIONS-SERVICE ENHANCEMENT
Account ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 22-23
5,603,490
135,820
316,976
628,412
2,953
FY 24-25
6,347,380
231,810
70,320
5,745,710
137,445
372,368
756,286
3,413
6,049,510
80,470Salaries Part-Time
Salaries Overtime 92,480
Retirement-Employer Normal Cost
Part-Time Retirement
842,360
7,030
778,600
3,100
Medicare Insurance 91,779 99,271 90,890 87,820
Health Insurance 699,816
109,919
477,026
8,066,191
681,881
109,042
472,157
8,377,574
746,760
119,160
470,050
8,925,760
724,800
119,110
447,560
8,383,450
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62120
62122
62140
62300
62600
Training, Transportation, Meetings
Travel For Investigation
27,147
699
17,042
3,837
5,000
1,000
500
9,600
1,000
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
7,846 8,534 200
108,502
5,764
153,956
2,550
164,500
0
215,230
2,500
SUBTOTAL CONTRACTUALS 149,957 185,920 171,000 228,530
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
14,096
26,493
40,589
8,739
26,528
35,267
17,000
25,000
42,000
14,800
25,000
39,800SUBTOTAL COMMODITIES
65010
65011
65012
65040
65100
65105
Rental City Equipment 87,492
3,540
93,252
5,900
52,670
7,720
68,230
7,080Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
12,312
167,320
364,784
61,733
697,181
12,312
199,100
345,480
57,580
713,623
0 1,930
219,670
387,550
57,060
724,670
236,190
376,310
42,470
732,210
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 203 943 860 970
SUBTOTAL CAPITAL 203 943 860 970
TOTAL 8,954,121 9,313,328 9,864,290 9,384,960
212
City Council 21 – 225 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
CRIMES AGAINST PERSONS
Account
ACCOUNTING UNIT
01114440
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
3,128,100
0
FY 24-25
4,984,610
0
Salaries Regular 3,211,441
0
5,014,220
40Salaries Cash Out/Separation
Salaries Part-Time 84,971
533,930
287,566
3,187
87,911
480,403
351,540
3,147
89,580
355,450
665,940
3,360
79,600
162,040
688,930
2,990
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 55,161
298,215
60,033
260,223
4,711,385
60,597
284,453
59,075
256,037
4,794,602
67,160
538,080
96,020
535,720
7,335,920
73,480
549,360
104,720
409,170
7,084,550
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62120
62122
62140
62300
62322
Training, Transportation, Meetings
Travel For Investigation
10,459 4,685
3,589
730
8,670
5,000
330
9,770
5,000
330
0
0Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
95,415
0
83,453
2,003
94,460
101,870
0
85,710
0
105,874 115,870 100,810
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
7,507
67,486
74,993
5,545
40,994
46,538
168,880
90,580
11,500
65,580
77,080SUBTOTAL COMMODITIES 259,460
65010
65011
65012
65040
65100
65105
Rental City Equipment 14,844
1,770
15,816
2,950
264,020
76,430
105,080
3,540Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
2,736 2,736 4,320 303,260
169,570
345,990
30,490
72,510
198,994
33,676
324,529
102,390
187,344
31,224
342,460
231,540
441,690
65,040Benefits Overhead
SUBTOTAL FIXED CHARGES 1,083,040 957,930
66511 Computer Software Subscriptions 0 0 6,400 28,800
SUBTOTAL CAPITAL 0 0 6,400 28,800
TOTAL 5,216,781 5,278,061 8,800,690 8,249,170
213
City Council 21 – 226 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
SPECIAL INVESTIGATIONS
Account
ACCOUNTING UNIT
01114445
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,390,924
0
FY 24-25
2,864,610
17,860
Salaries Regular 1,486,678
0
2,624,320
0Salaries Part-Time
Salaries Overtime 197,623
178,923
0
131,978
229,369
0
29,080 113,300
456,530
0
Retirement-Employer Normal Cost
Part-Time Retirement
460,370
670
Medicare Insurance 25,767
170,397
25,040
115,529
2,104,203
29,389
177,704
26,138
119,686
2,200,943
40,460 37,920
310,680
55,260
158,230
3,756,240
Health Insurance 329,640
57,760Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
113,920
3,914,370
62000
62120
62122
62140
62300
62322
Utilities 4,560
10,789
0
6,270
7,395
0
6,840
3,000
2,000
200
6,840
9,300
2,000
700
Training, Transportation, Meetings
Travel For Investigation
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
595 750
67,723
0
19,814
4,237
38,467
71,620
0
82,270
0
83,666 83,660 101,110
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
2,671
17,864
20,535
3,148
20,227
23,375
8,480
14,680
23,160
7,000
25,000
32,000SUBTOTAL COMMODITIES
65040
65100
65105
IT Maintenance Charge
Insurance Charges
33,460
88,346
14,951
136,757
51,200
87,575
14,596
153,371
53,430
93,920
13,830
161,180
102,960
131,660
18,510Benefits Overhead
SUBTOTAL FIXED CHARGES 253,130
66511 Computer Software Subscriptions 341 33,073 3,920 36,950
SUBTOTAL CAPITAL 341 33,073 3,920 36,950
TOTAL 2,345,502 2,449,228 4,186,290 4,179,430
214
City Council 21 – 227 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
EVIDENCE
ACCOUNTING UNIT
01114448
Account ACTUAL
FY 22-23
553,673
ACTUAL
FY 23-24
ADOPTED
FY 24-25
620,610
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 608,144 621,600
55,270
13,180
41,910
830
Salaries Part-Time 30,475
5,266
26,580
12,958
43,981
0
50,850
13,180
43,760
710
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
32,866
624
Medicare Insurance 8,500 9,330 9,300 9,770
Health Insurance 113,664
10,062
48,713
803,843
113,597
10,919
50,671
876,181
113,760
11,230
47,840
911,240
113,760
11,780
47,670
915,770
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62120
62140
62251
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services
765
640
1,230
640
600
790
1,000
790
0 0 700 700
Contract Services-Professional
SUBTOTAL CONTRACTUALS
16,709
18,114
12,005
13,875
20,970
23,060
14,630
17,120
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
12,532
0
16,010
633
13,360
0
13,360
0
SUBTOTAL COMMODITIES 12,532 16,643 13,360 13,360
65010
65012
65040
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
5,580
228
5,952
228
4,780
0
4,460
0
33,460
37,251
6,304
82,823
34,130
37,077
6,179
83,566
35,620
39,450
5,810
85,660
36,340
39,890
6,530
87,220
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 68 0 230 0
SUBTOTAL CAPITAL 68 0 230 0
TOTAL 917,379 990,264 1,033,550 1,033,470
215
City Council 21 – 228 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
CENTRAL DISTRIBUTION CTR (CDC)
Account
ACCOUNTING UNIT
01114450
ACTUAL
FY 22-23
355,794
ACTUAL
FY 23-24
ADOPTED
FY 24-25
376,500
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 382,010 402,100
41,330
10,000
21,730
1,550
Salaries Part-Time 14,100
12,880
17,680
454
27,117
6,455
49,480
10,000
31,840
1,860
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
23,055
1,017
Medicare Insurance 5,726 6,145 7,310 6,400
Health Insurance 75,776
6,525
74,156
7,000
94,800
8,660
75,840
7,570Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
30,325
519,259
32,321
559,277
30,300
610,750
30,940
597,460
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
465
44,591
45,056
3,262
64,080
67,342
1,000
39,540
40,540
1,000
19,380
20,380
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
552,436
7,115
512,496
6,827
585,450
0
638,950
0
SUBTOTAL COMMODITIES 559,551 519,322 585,450 638,950
65010
65012
65040
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
42,372
3,012
45,144
3,012
27,550
0
35,710
0
27,890
23,190
3,924
28,440
23,649
3,941
29,690
24,980
3,680
85,900
30,280
27,680
5,450
99,120
Benefits Overhead
SUBTOTAL FIXED CHARGES 100,388 104,186
66400
66511
Machinery & Equipment 270,650
0
0
0
0
0
150
150
0
100
100
Computer Software Subscriptions
SUBTOTAL CAPITAL 270,650
TOTAL 1,494,904 1,250,127 1,322,790 1,356,010
216
City Council 21 – 229 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
FORENSIC SERVICES
Account
ACCOUNTING UNIT
01114455
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,416,386
44,137
FY 24-25
1,686,280
103,930
50,000
Salaries Regular 1,315,191
38,481
57,889
109,500
654
1,731,650
82,130Salaries Part-Time
Salaries Overtime 55,080 50,000
Retirement-Employer Normal Cost
Part-Time Retirement
81,207 135,430
2,820
134,330
3,0801,580
Medicare Insurance 19,204 18,461
202,739
22,071
110,603
1,875,589
24,430 26,250
Health Insurance 224,959
24,458
265,440
30,510
265,440
33,370Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
121,013
1,988,024
119,620
2,418,460
114,550
2,440,800
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
20,182
690
11,353
805
15,000
800
13,000
700
27,125
47,997
19,680
31,838
25,000
40,800
19,000
32,700
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
19,864
21,248
41,112
17,664
19,134
36,798
28,260
20,000
48,260
18,000
20,000
38,000SUBTOTAL COMMODITIES
65010
65011
65012
65040
65100
65105
Rental City Equipment 48,468
12,030
6,384
51,624
20,050
6,384
53,400
26,240
0
44,500
14,880
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
72,510
92,539
15,660
247,592
73,950
80,929
13,488
246,425
83,120
98,620
14,520
275,900
84,790
97,500
15,250
256,920
Benefits Overhead
SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
2,261
2,261
10,495
3,039
0
3,120
3,120
0
3,560
3,560
Computer Software Subscriptions
SUBTOTAL CAPITAL 13,534
TOTAL 2,326,984 2,204,185 2,786,540 2,771,980
217
City Council 21 – 230 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
RECORDS SERVICES
Account
ACCOUNTING UNIT
01114460
ACTUAL
FY 22-23
958,871
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,205,850
0
Salaries Regular 932,182 1,326,780
0Salaries Cash Out/Separation
Salaries Part-Time
579
57,301
42,749
55,837
170
1,047
64,965
73,803
68,322
665
165,850
10,000
107,930
4,450
132,780
10,000
95,960
11,640
21,800
331,320
17,180
88,870
2,036,330
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 14,938
131,452
942
15,652
175,207
8,781
21,190
349,320
16,860
83,230
1,964,680
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
84,022
1,346,861
81,843
1,422,466
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
1,404
112
2,344
575
5,800
900
5,800
900
76,176
77,692
76,572
79,491
82,070
88,770
4,140
10,840
63001 Miscellaneous Operating Expenses 11,367 21,702 13,760 10,100
SUBTOTAL COMMODITIES 11,367 21,702 13,760 10,100
65040
65100
65105
IT Maintenance Charge
Insurance Charges
83,660
64,252
10,873
158,786
96,700
59,885
9,981
100,930
68,620
10,100
179,650
102,960
73,780
18,510
195,250
Benefits Overhead
SUBTOTAL FIXED CHARGES 166,566
66511 Computer Software Subscriptions 68 188 570 400
SUBTOTAL CAPITAL 68 188 570 400
TOTAL 1,594,773 1,690,413 2,247,430 2,252,920
218
City Council 21 – 231 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114465COMMUNICATIONS-SERVICE ENHANCEMENT
Account ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 22-23
3,398,568
73,572
FY 24-25
4,218,310
76,260
3,645,159
55,577
4,371,140
79,310Salaries Part-Time
Salaries Overtime 460,712
202,914
719
480,614
256,085
637
214,080
316,790
900
42,720
Retirement-Employer Normal Cost
Part-Time Retirement
326,480
4,980
Medicare Insurance 55,317 59,571 60,380 64,370
Health Insurance 634,419
61,603
605,995
72,047
715,320
81,260
741,120
87,190Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
293,419
5,181,243
301,433
5,477,118
284,370
5,967,670
292,280
6,009,590
62120
62140
62300
62600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
17,960
851
19,209
861
26,620
1,260
25,540
1,300
322,995
20
374,752
0
441,570
0
441,570
0
SUBTOTAL CONTRACTUALS 341,827 394,823 469,450 468,410
63001 Miscellaneous Operating Expenses 2,686 4,061 4,180 4,870
SUBTOTAL COMMODITIES 2,686 4,061 4,180 4,870
65040
65100
65105
IT Maintenance Charge
Insurance Charges
211,940
224,379
37,972
216,160
220,561
36,760
225,610
234,460
34,520
230,140
243,050
41,390Benefits Overhead
SUBTOTAL FIXED CHARGES 474,291 473,481 494,590 514,580
66511 Computer Software Subscriptions 0 7,790 34,140 40,090
SUBTOTAL CAPITAL 0 7,790 34,140 40,090
67100
67110
67200
67210
Principal-Debt Services
Interest-Debt Services
Principal-Leases
190,430
16,072
196,402
10,099
202,560
3,940
0
0
0
0
0
486,002
58,565
501,255
43,313
982,850
0Interest-Leases
SUBTOTAL DEBT SERVICE 751,069 751,069 1,189,350
TOTAL 6,751,116 7,108,342 8,159,380 7,037,540
219
City Council 21 – 232 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114470VICE/NARCOTICS-SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
166,013
ACTUAL
FY 23-24
ADOPTED
FY 24-25
169,990
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 158,428 155,820
30Salaries Cash Out/Separation
Salaries Overtime
0
229,684
16,266
2,535
0
204,566
18,634
2,363
0
244,850
18,880
2,400
157,820
34,520
2,260
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 21,397
2,399
18,144
3,021
18,960
3,030
18,960
3,120Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
13,733
452,027
12,991
418,148
13,600
471,710
11,780
384,310
62120
62140
Training, Transportation, Meetings
Membership, Subscription & Dues
SUBTOTAL CONTRACTUALS
(1,446)
0
225
250
475
5,000
600
5,000
300
(1,446)5,600 5,300
63001 Miscellaneous Operating Expenses 310 0 2,500 1,000
SUBTOTAL COMMODITIES 310 0 2,500 1,000
65010
65011
65012
65040
65100
65105
Rental City Equipment 4,440
622
4,728
1,555
96
1,860
2,040
0
4,800
1,870
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
96
5,580
10,502
1,777
23,017
5,690
9,506
1,584
23,159
5,940
11,210
1,650
22,700
6,060
10,060
1,090
23,880
Benefits Overhead
SUBTOTAL FIXED CHARGES
TOTAL 473,908 441,782 502,510 414,490
220
City Council 21 – 233 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114471INVESTIGATIONS SUPPORT SERVICE-SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
560,430
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 703,727 534,179 588,080
0Salaries Cash Out/Separation
Salaries Part-Time
2,218
54,736
22,584
59,806
1,093
0
91,620
6,962
0
58,850
15,450
62,970
850
49,470
15,450
63,940
1,280
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
60,521
1,952
Medicare Insurance 11,495
107,092
8,829
10,636
74,256
7,054
8,670 9,470
Health Insurance 107,040
7,810
106,080
9,710Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
61,339
1,032,919
48,502
835,684
62,120
884,190
45,550
889,030
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
604
329
932
1,005
220
3,000
2,700
5,700
3,000
1,500
4,5001,225
63001 Miscellaneous Operating Expenses 5,592 2,192 1,700 2,800
SUBTOTAL COMMODITIES 5,592 2,192 1,700 2,800
65040
65100
65105
IT Maintenance Charge
Insurance Charges
55,770
46,906
7,938
51,200
35,489
5,915
35,620
51,220
7,540
36,340
37,880
6,530Benefits Overhead
SUBTOTAL FIXED CHARGES 110,615 92,604 94,380 80,750
66511 Computer Software Subscriptions 0 94 100 200
SUBTOTAL CAPITAL 0 94 100 200
TOTAL 1,150,058 931,799 986,070 977,280
221
City Council 21 – 234 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
JAIL OPERATIONS
Account
ACCOUNTING UNIT
01114475
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
8,017,639
19,925
FY 24-25
10,147,510
0
Salaries Regular 8,431,982
49,820
10,458,500
0Salaries Cash Out/Separation
Salaries Part-Time 209,505
1,058,786
466,100
6,877
269,197
1,064,075
632,812
9,102
319,430
575,530
828,170
10,970
298,930
500,950
839,490
10,020
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 132,624
1,491,999
141,205
690,597
12,235,258
142,722
1,475,038
154,601
703,626
12,932,975
146,920
1,832,040
187,110
673,810
14,721,490
151,250
1,834,560
195,020
703,350
14,992,070
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62000
62120
62140
62200
62300
Utilities 6,328
640
7,439
29,146
6,730
10,010
7,360
11,700Training, Transportation, Meetings
Membership, Subscription & Dues
Advertising
13,447 32,319 480 15,940
1,580 593 1,000 1,000
Contract Services-Professional
SUBTOTAL CONTRACTUALS
4,850,902
4,872,897
5,280,994
5,350,490
5,780,850
5,799,070
6,098,410
6,134,410
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
338,570
18,631
321,933
18,734
314,000
15,000
293,330
15,000
SUBTOTAL COMMODITIES 357,201 340,668 329,000 308,330
65010
65011
65012
65040
65100
65105
Rental City Equipment 26,808
6,372
28,572
10,620
25,660
13,900
20,140
12,740Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
3,648 3,648 7,100 10,330
546,580
528,104
89,371
557,470
514,848
85,807
575,890
555,540
81,800
592,000
585,740
106,460
1,327,410
Benefits Overhead
SUBTOTAL FIXED CHARGES 1,200,883 1,200,964 1,259,890
66511 Computer Software Subscriptions 388 8,269 590 600
SUBTOTAL CAPITAL 388 8,269 590 600
TOTAL 18,666,627 19,833,366 22,110,040 22,762,820
222
City Council 21 – 235 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
REGIONAL NARCOTIC SUPPRESSION
Account
ACCOUNTING UNIT
01114480
ACTUAL
FY 22-23
160,004
ACTUAL
FY 23-24
ADOPTED
FY 24-25
178,610
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 173,492 180,210
9,400Salaries Overtime 68,639
16,123
3,265
44,093
20,475
3,075
9,400
19,600
2,490
Retirement-Employer Normal Cost
Medicare Insurance
18,930
2,590
Health Insurance 18,944
2,871
18,933
3,080
18,960
3,150
18,960
3,290Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
13,600
283,446
14,062
277,210
13,100
245,310
12,600
245,980
62300
63001
Contract Services-Professional 0 0 3,500 0
SUBTOTAL CONTRACTUALS 0 0 3,500 0
Miscellaneous Operating Expenses 0 0 5,000 500
SUBTOTAL COMMODITIES 0 0 5,000 500
65040
65100
65105
IT Maintenance Charge
Insurance Charges
5,580
10,400
1,760
0
10,289
1,715
5,940
10,800
1,590
6,060
10,500
1,090Benefits Overhead
SUBTOTAL FIXED CHARGES 17,740 12,004 18,330 17,650
TOTAL 301,186 289,214 272,140 264,130
223
City Council 21 – 236 6/17/2025
GENERAL FUND
POLICE DEPARTMENT ACCOUNTING UNIT
01114485HOMELAND SECURITY & EMERGENCY MANAGEMENT
Account ACTUAL
FY 22-23
152,312
ACTUAL
FY 23-24
ADOPTED
FY 24-25
164,020
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 157,787 162,810
17,340
2,000
Salaries Part-Time 4,944
1,018
13,436
204
16,360
2,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
5,095 6,851
503
6,520 6,000
185 610 650
Medicare Insurance 2,292 2,507
18,933
2,788
13,684
216,694
2,480 2,600
Health Insurance 19,733
2,634
18,960
2,860
18,960
3,010Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
13,026
201,241
12,880
226,690
12,590
225,960
62120
62140
62300
62322
62600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
199
0
1,398
199
1,800
300
1,800
300
9,273
0
13,687
0
7,420
1,000
0
8,510
1,000
506015
SUBTOTAL CONTRACTUALS 9,532 15,299 10,520 11,660
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
8,647
7,160
1,343
2,255
3,599
100
400
500
500
750
SUBTOTAL COMMODITIES 15,807 1,250
65010
65012
65040
65100
65105
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Insurance Charges
35,904
3,936
5,580
9,961
1,686
57,067
38,244
3,936
22,760
3,140
31,250
0
5,690 5,940 6,060
12,210
1,090
50,610
10,012
1,669
10,620
1,560Benefits Overhead
SUBTOTAL FIXED CHARGES 59,551 44,020
66511
68000
Computer Software Subscriptions 158 158 0 0
SUBTOTAL CAPITAL 158 158 0 0
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)5,150 5,130 5,140 5,110
SUBTOTAL TRANSFERS 5,150 5,130 5,140 5,110
TOTAL 288,954 300,431 286,870 294,590
224
City Council 21 – 237 6/17/2025
GENERAL FUND
POLICE DEPARTMENT
TOBACCO RETAIL LICENSE PRG
Account
ACCOUNTING UNIT
01114490
ACTUAL
FY 22-23
511
ACTUAL
FY 23-24
ADOPTED
FY 24-25
109,310
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 80,784 111,740
55,000
12,770
1,620
Salaries Overtime 40,173
113
12
48,802
9,660
55,000
13,030
1,550
Retirement-Employer Normal Cost
Medicare Insurance 1,157
Health Insurance 79 14,602
635
18,960
2,130
18,960
2,230Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
0
43 6,614 40 6,990
40,931 162,254 200,020 209,310
62120
63001
Training, Transportation, Meetings 0 0 1,000 0
SUBTOTAL CONTRACTUALS 0 0 1,000 0
Miscellaneous Operating Expenses 0 131 400 1,000
SUBTOTAL COMMODITIES 0 131 400 1,000
65040
65100
65105
IT Maintenance Charge
Insurance Charges
5,580
33
5,690
4,840
807
5,940
30
6,060
5,810
Benefits Overhead 6 10 1,090
SUBTOTAL FIXED CHARGES 5,619 11,336 5,980 12,960
66511 Computer Software Subscriptions 0 94 100 100
SUBTOTAL CAPITAL 0 94 100 100
TOTAL 46,550 173,816 207,500 223,370
225
City Council 21 – 238 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01214010 POLICE ENFORCEMENT SERVICES
TOTAL EXPENDITURES
3,086,116
3,086,116
ACTUAL
2,885,066
2,885,066
ACTUAL
3,341,030
3,341,030
ADOPTED
2,212,940
2,212,940
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,506,200 1,462,841 1,713,770 1,620,400
399,690
74,200
118,650
0
275,245
176,343
233,429
69,964
399,690
74,200
105,973 105,700
1,013,133
117,770
1,035,6001,022,356
TOTAL 3,086,116 2,885,066 3,341,030 2,212,940
226
City Council 21 – 239 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
POLICE DEPARTMENT
POLICE ENFORCEMENT SERVICES
Account
ACCOUNTING UNIT
01214010
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,133,240
163,760
167,510
15,610
Salaries Regular 983,714
169,698
125,226
18,882
963,366 1,045,660
163,760
167,730
15,090
Salaries Overtime 139,119
141,887
18,498
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 112,497
15,083
104,130
18,667
132,720
20,360
132,720
19,970Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
81,100 77,173 80,570 75,470
1,506,200 1,462,841 1,713,770 1,620,400
62000
62120
62140
62300
62322
62500
Utilities 14,411
51,911
5,621
13,080
19,012
140
15,000
60,000
1,290
15,000
60,000
1,290
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Rent Payments
73,232
0
53,697
1,100
105,000
0
105,000
0
130,070
275,245
146,400
233,429
218,400
399,690
218,400
399,690SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
176,343
0
55,235
14,729
69,964
59,200
15,000
74,200
59,200
15,000
74,200SUBTOTAL COMMODITIES 176,343
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
33,460
0
39,820
0
41,560
0
42,390
5,820
62,017
10,495
105,973
56,468
9,411
105,700
66,430
9,780
117,770
62,820
7,620Benefits Overhead
SUBTOTAL FIXED CHARGES 118,650
66511 Computer Software Subscriptions 1,022,356 1,013,133 1,035,600 0
SUBTOTAL CAPITAL 1,022,356 1,013,133 1,035,600 0
TOTAL 3,086,116 2,885,066 3,341,030 2,212,940
227
City Council 21 – 240 6/17/2025
OTS-TRAFFIC OFFENDER PROGRAM
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57490
58000
Traffic Offender-Program Income
Earning On Investments
TOTAL REVENUES
12,900 9,700 13,000 6,000
100274459280
13,174 10,159 13,280 6,100
EXPENDITURES
02014405 SAPD TRAFFIC OFFENDER PGM
TOTAL EXPENDITURES
19,340
19,340
9,233
9,233
35,000
35,000
21,000
21,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
66000
CONTRACTUALS
COMMODITIES
CAPITAL
14,806 0 13,000 0
21,000
0
4,534
0
9,233
0
20,000
2,000
TOTAL 19,340 9,233 35,000 21,000
228
City Council 21 – 241 6/17/2025
OTS-TRAFFIC OFFENDER PROGRAM
POLICE DEPARTMENT
MISCELLENOUS REVENUE
Account
ACCOUNTING UNIT
02014002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
13,000
PROPOSED
FY 25-26Code
57490
58000
LINE ITEM RESOURCES
Traffic Offender-Program Income
Earning On Investments
12,900
274
9,700 6,000
100459280
SUBTOTAL REVENUES 13,174 10,159 13,280 6,100
TOTAL 13,174 10,159 13,280 6,100
229
City Council 21 – 242 6/17/2025
OTS-TRAFFIC OFFENDER PROGRAM
POLICE DEPARTMENT
SAPD TRAFFIC OFFENDER PGM
Account
ACCOUNTING UNIT
02014405
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
13,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
14,806 0 0
14,806 0 13,000 0
63001
66511
Miscellaneous Operating Expenses 4,534 9,233 20,000 21,000
SUBTOTAL COMMODITIES 4,534 9,233 20,000 21,000
Computer Software Subscriptions 0 0 2,000 0
SUBTOTAL CAPITAL 0 0 2,000 0
TOTAL 19,340 9,233 35,000 21,000
230
City Council 21 – 243 6/17/2025
INMATE WELFARE FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57403
58000
Inmate Recovery 513,854 557,869 525,000 500,000
15,000Earning On Investments
TOTAL REVENUES
19,473 31,028 20,000
533,328 588,897 545,000 515,000
EXPENDITURES
02314475 INMATE WELFARE FUND
TOTAL EXPENDITURES
187,692
187,692
240,592
240,592
1,456,500
1,456,500
1,406,100
1,406,100
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
63000
66000
123,911 181,559 191,500 181,100
225,000COMMODITIES
CAPITAL
63,782
0
59,032
0
265,000
1,000,000 1,000,000
TOTAL 187,692 240,592 1,456,500 1,406,100
231
City Council 21 – 244 6/17/2025
INMATE WELFARE FUND
POLICE DEPARTMENT
INMATE WELFARE FUND
Account
ACCOUNTING UNIT
02314002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
525,000
PROPOSED
FY 25-26Code
57403
58000
LINE ITEM RESOURCES
Inmate Recovery 513,854
19,473
557,869 500,000
15,000Earning On Investments
SUBTOTAL REVENUES
31,028 20,000
533,328 588,897 545,000 515,000
TOTAL 533,328 588,897 545,000 515,000
232
City Council 21 – 245 6/17/2025
INMATE WELFARE FUND
POLICE DEPARTMENT
INMATE WELFARE FUND
Account
ACCOUNTING UNIT
02314475
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
2,500
PROPOSED
FY 25-26Code
62000
62140
62300
62600
LINE ITEM RESOURCES
Utilities 1,190
2,562
1,870 2,500
3,000Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
2,640
158,157
18,893
3,000
166,000
20,000
105,057
15,102
123,911
165,600
10,000
181,100SUBTOTAL CONTRACTUALS 181,559 191,500
63001
66220
Miscellaneous Operating Expenses 63,782 59,032 265,000 225,000
SUBTOTAL COMMODITIES 63,782 59,032 265,000 225,000
Improvements Other Than Building 0 0 1,000,000 1,000,000
SUBTOTAL CAPITAL 0 0 1,000,000 1,000,000
TOTAL 187,692 240,592 1,456,500 1,406,100
233
City Council 21 – 246 6/17/2025
POLICE ACTIVITIES & PROGRAMS
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50504
52030
53309
57081
57400
STC Reimbursement 41,590 58,072 55,620 55,760
100,000
1,500
OC Grants 0
625
0
1,625
0
1,500Concession-Vending Machines
Gifts & Donations 43,068
597,238
14,642
685,083
10,000
700,000
0
Police OT Reimbursement
TOTAL REVENUES
700,000
682,521 759,421 767,120 857,260
EXPENDITURES
02414400 POLICE SPECIAL REV - GENERAL
02414401 PD SPECIAL REV - STC PROGRAM
02414404 Explorer Program
680,678 697,688
60,868
19,152
0
700,000
55,620
22,000
0
700,000
55,760
6,500
0
7,123
002414405 PD ATHLETIC ACTIVITIES LEAGUE
02414410 POLICE SPECIAL REVENUE
TOTAL EXPENDITURES
25,000
109,000721103,579 5,000
688,522 881,287 782,620 896,260
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
CAPITAL
679,192 737,307 725,000 719,460
45,300
31,500
100,000
1,986
7,344
0
29,155
12,247
39,620
18,000
0102,579
TOTAL 688,522 881,287 782,620 896,260
234
City Council 21 – 247 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
PD SPECIAL REV - STC PROGRAM
Account
ACCOUNTING UNIT
02414401
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
25,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 0 38,133 19,460
SUBTOTAL SALARIES & BENEFITS 0 38,133 25,000 19,460
62120
62140
Training, Transportation, Meetings
Membership, Subscription & Dues
SUBTOTAL CONTRACTUALS
0
0
0
15,127
7,609
24,320
6,300
30,000
6,300
22,736 30,620 36,300
TOTAL 0 60,868 55,620 55,760
235
City Council 21 – 248 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
Explorer Program
Account
ACCOUNTING UNIT
02414404
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
4,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62120 Training, Transportation, Meetings 500 6,905 5,000
SUBTOTAL CONTRACTUALS 500 6,905 4,000 5,000
63001 Miscellaneous Operating Expenses 6,623 12,247 18,000 1,500
SUBTOTAL COMMODITIES 6,623 12,247 18,000 1,500
TOTAL 7,123 19,152 22,000 6,500
236
City Council 21 – 249 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
PD ATHLETIC ACTIVITIES LEAGUE
Account
ACCOUNTING UNIT
02414405
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses
SUBTOTAL COMMODITIES
0 0 0 25,000
0 0 0 25,000
TOTAL 0 0 0 25,000
237
City Council 21 – 250 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
POLICE SPECIAL REV - GENERAL
Account
ACCOUNTING UNIT
02414002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
55,620
PROPOSED
FY 25-26Code
50504
52030
53309
57081
57400
LINE ITEM RESOURCES
STC Reimbursement
OC Grants
41,590
0
58,072 55,760
100,000
1,500
0
1,625
0
1,500Concession-Vending Machines
Gifts & Donations
625
43,068
597,238
682,521
14,642
685,083
759,421
10,000
700,000
767,120
0
Police OT Reimbursement
SUBTOTAL REVENUES
700,000
857,260
TOTAL 682,521 759,421 767,120 857,260
238
City Council 21 – 251 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
POLICE SPECIAL REV - GENERAL
Account
ACCOUNTING UNIT
02414400
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
700,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 679,192 699,174 700,000
SUBTOTAL SALARIES & BENEFITS 679,192 699,174 700,000 700,000
62300 Contract Services-Professional 1,486 (1,486)0 0
SUBTOTAL CONTRACTUALS 1,486 (1,486)0 0
TOTAL 680,678 697,688 700,000 700,000
239
City Council 21 – 252 6/17/2025
POLICE ACTIVITIES & PROGRAMS
POLICE DEPARTMENT
POLICE SPECIAL REVENUE
Account
ACCOUNTING UNIT
02414410
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
5,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 1,000 4,000
SUBTOTAL CONTRACTUALS 0 1,000 5,000 4,000
63001
66400
Miscellaneous Operating Expenses 721 0 0 5,000
SUBTOTAL COMMODITIES 721 0 0 5,000
Machinery & Equipment 0 102,579 0 100,000
SUBTOTAL CAPITAL 0 102,579 0 100,000
TOTAL 721 103,579 5,000 109,000
240
City Council 21 – 253 6/17/2025
ASSET FORFEITURE FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57407
57408
58000
Evidence Recovery/State 53,680 15,572 0
0
0
0
0
0
Evidence Recovery/State 15%
Earning On Investments
TOTAL REVENUES
9,473
831
2,748
1,446
63,984 19,766 0 0
EXPENDITURES
02614445 CRIMINAL ACTIVITIES FUND
TOTAL EXPENDITURES
45,235
45,235
0
0
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
63000 COMMODITIES 45,235
45,235
0 0 0
TOTAL 0 0 0
241
City Council 21 – 254 6/17/2025
ASSET FORFEITURE FUND
POLICE DEPARTMENT
CRIMINAL ACTIVITIES-STATE
Account
ACCOUNTING UNIT
02614002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57407
57408
58000
LINE ITEM RESOURCES
Evidence Recovery/State
Evidence Recovery/State 15%
Earning On Investments
SUBTOTAL REVENUES
53,680
9,473
831
15,572 0
0
0
0
0
0
0
0
2,748
1,446
63,984 19,766
TOTAL 63,984 19,766 0 0
242
City Council 21 – 255 6/17/2025
ASSET FORFEITURE FUND
POLICE DEPARTMENT
CRIMINAL ACTIVITIES FUND
Account
ACCOUNTING UNIT
02614445
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses 45,235 0 0 0
SUBTOTAL COMMODITIES 45,235 0 0 0
TOTAL 45,235 0 0 0
243
City Council 21 – 256 6/17/2025
CITY SERVICES
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53425
57010
57483
PD - Reward Program 0
0
0
0
0
0
174,590 171,590
0Miscellaneous Recoveries 50,000
26,920PD - Bequest of Mary Muth-COSA Homeless Prgm
TOTAL REVENUES
26,920
0 0 251,510 198,510
EXPENDITURES
05314021 POLICE SERVICES
TOTAL EXPENDITURES
1,000
1,000
0
0
251,510
251,510
198,510
198,510
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
69000
1,000 0
0
201,510 198,510
0MISCELLANEOUS050,000
TOTAL 1,000 0 251,510 198,510
244
City Council 21 – 257 6/17/2025
CITY SERVICES
POLICE DEPARTMENT
POLICE REVENUE
Account
ACCOUNTING UNIT
05314002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
174,590
PROPOSED
FY 25-26Code
53425
57010
57483
LINE ITEM RESOURCES
PD - Reward Program 0
0
0
0
0
0
0
0
171,590
0Miscellaneous Recoveries 50,000
26,920PD - Bequest of Mary Muth-COSA Homeless Prgm
SUBTOTAL REVENUES
26,920
198,510251,510
TOTAL 0 0 251,510 198,510
245
City Council 21 – 258 6/17/2025
CITY SERVICES
POLICE DEPARTMENT
POLICE SERVICES
Account
ACCOUNTING UNIT
05314021
ACTUAL
FY 22-23
1,000
ACTUAL
FY 23-24
ADOPTED
FY 24-25
174,590
PROPOSED
FY 25-26Code
62314
62317
LINE ITEM RESOURCES
Contract Services-Police Rewar
Contract Services-Bequest of M
SUBTOTAL CONTRACTUALS
0
0
0
171,590
26,920026,920
1,000 201,510 198,510
69011 Reserve Appropriation 0 0 50,000 0
SUBTOTAL MISCELLANEOUS 0 0 50,000 0
TOTAL 1,000 0 251,510 198,510
246
City Council 21 – 259 6/17/2025
CIVIC CENTER MAINTENANCE
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
07414400 CIVIC CENTER - SECURITY
TOTAL EXPENDITURES
1,483,251
1,483,251
ACTUAL
1,680,894
1,680,894
ACTUAL
0
0
0
0
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24
61000
65000
SALARIES & BENEFITS
FIXED CHARGES
1,359,596 1,622,884 0
0
0
0123,655 58,010
TOTAL 1,483,251 1,680,894 0 0
247
City Council 21 – 260 6/17/2025
CIVIC CENTER MAINTENANCE
POLICE DEPARTMENT
CIVIC CENTER - SECURITY
Account
ACCOUNTING UNIT
07414400
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 893,408
89,802
953,009 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Overtime 239,671
194,957
16,872
Retirement-Employer Normal Cost
Medicare Insurance
145,738
16,253
Health Insurance 121,125
18,304
120,682
19,981Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
74,965 77,713
1,359,596 1,622,884
65100
65105
65400
Insurance Charges
Benefits Overhead
0
9,701
48,533
9,477
0
0
0
0
0
0
0
0
0
Indirect Costs 113,954
123,655SUBTOTAL FIXED CHARGES 58,010
TOTAL 1,483,251 1,680,894 0 0
248
City Council 21 – 261 6/17/2025
OPIOID REMEDIATION
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57492
57493
57494
58000
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0
0
0
0
1,034,903 0
0
0
0
0
0
0
0
36,012
53,280
8,985
TOTAL REVENUES 0 1,133,179 0 0
EXPENDITURES
11114400 OPIOID REMEDIATION
TOTAL EXPENDITURES
0
0
248,208
248,208
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS
TOTAL
62000 0 248,208
248,208
0 0
0 0 0
249
City Council 21 – 262 6/17/2025
OPIOID REMEDIATION
POLICE DEPARTMENT
OPIOID REMEDIATION REVENUE - PD
Account
ACCOUNTING UNIT
11114002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57492
57493
57494
58000
LINE ITEM RESOURCES
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0
0
0
0
0
1,034,903
36,012
0
0
0
0
0
0
0
0
0
0
53,280
8,985
SUBTOTAL REVENUES 1,133,179
TOTAL 0 1,133,179 0 0
250
City Council 21 – 263 6/17/2025
OPIOID REMEDIATION
POLICE DEPARTMENT
OPIOID REMEDIATION
Account
ACCOUNTING UNIT
11114400
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 248,208 0 0
SUBTOTAL CONTRACTUALS 0 248,208 0 0
TOTAL 0 248,208 0 0
251
City Council 21 – 264 6/17/2025
OES UASI
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001 Federal Grant-Indirect
TOTAL REVENUES
4,305,975 3,294,193 521,000 537,910
537,9104,305,975 3,294,193 521,000
EXPENDITURES
12514407 UASI CAL OES SANTA ANA
12514491 UASI CAL OES ANAHEIM
TOTAL EXPENDITURES
3,535,507
709,367
3,056,621
605,390
521,020
0
0
537,910
4,244,875 3,662,010 521,020 537,910
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
495,054 462,766 499,040 502,990
1,139,112
15,639
34,748
238
975,808
53,458
0 0
0 0
19,341 21,980 34,920
2,114 0
0
0
0MISCELLANEOUS2,560,084 2,148,524
TOTAL 4,244,875 3,662,010 521,020 537,910
252
City Council 21 – 265 6/17/2025
OES UASI
POLICE DEPARTMENT
UASI
ACCOUNTING UNIT
12514002
Account
Code
ACTUAL ACTUAL
FY 23-24
ADOPTED
FY 24-25
521,000
PROPOSED
FY 25-26LINE ITEM RESOURCES FY 22-23
4,305,975
4,305,975
52001 Federal Grant-Indirect 3,294,193 537,910
SUBTOTAL REVENUES 3,294,193 521,000 537,910
TOTAL 4,305,975 3,294,193 521,000 537,910
253
City Council 21 – 266 6/17/2025
OES UASI
POLICE DEPARTMENT
UASI CAL OES SANTA ANA
Account
ACCOUNTING UNIT
12514407
ACTUAL
FY 22-23
152,779
ACTUAL
FY 23-24
ADOPTED
FY 24-25
367,740
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 95,441 0
0
0
0
0
0
0
0
Salaries Overtime 43,188
27,688
3,095
63,822
15,802
1,835
10,905
0
0
58,140
5,200
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 19,316
2,586
37,920
6,810Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
13,118
261,769
8,373
196,178
23,230
499,040
62120
62300
62600
Training, Transportation, Meetings
Contract Services-Professional
Parking Validation
42
674,677
398
12,096
666,327
615
0
0
0
0
0
0
0
0SUBTOTAL CONTRACTUALS 675,117 679,038
63001 Miscellaneous Operating Expenses 31,616 23,620 0 0
SUBTOTAL COMMODITIES 31,616 23,620 0 0
65100
65105
Insurance Charges 5,161
1,523
6,684
6,127
1,021
7,148
19,160
2,820
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 21,980
66511
69140
Computer Software Subscriptions 238 2,114 0 0
SUBTOTAL CAPITAL 238 2,114 0 0
Payments to Districts 2,560,084 2,148,524 0 0
SUBTOTAL MISCELLANEOUS 2,560,084 2,148,524 0 0
TOTAL 3,535,507 3,056,621 521,020 0
254
City Council 21 – 267 6/17/2025
OES UASI
POLICE DEPARTMENT
UASI CAL OES ANAHEIM
Account
ACCOUNTING UNIT
12514491
ACTUAL
FY 22-23
130,920
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 171,208 0
0
0
0
0
0
0
0
388,790
0Salaries Overtime 52,716
17,782
2,194
29,019
30,789
3,402
Retirement-Employer Normal Cost
Medicare Insurance
40,790
5,600
37,920
7,100
22,790
502,990
Health Insurance 14,952
3,129
17,887
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
11,593
233,285
14,284
266,588
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
217
463,779
463,995
0
296,770
296,770
0
0
0
0
0
0
63001 Miscellaneous Operating Expenses (15,977)29,838 0 0
SUBTOTAL COMMODITIES (15,977)29,838 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
0
0
0
0
12,110
1,660
18,970
2,180
0
8,865
1,500
17,699
28,064
10,451
1,742
0
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES 12,193 34,920
TOTAL 709,367 605,390 0 537,910
255
City Council 21 – 268 6/17/2025
D.O.J. GRANT FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52001
58000
Federal Grant-Direct 447,592 0 0 0
40,000
0
Federal Grant-Indirect
Earning On Investments
TOTAL REVENUES
0 59,542
293
95,000
0568
448,160 59,836 95,000 40,000
EXPENDITURES
12714406 OVW-Impr Criminal Justice Resp
12714409 COPS GRANT HIRING PROGRAM
12714411 BULLETPROOF VEST GRANT
12714412 OVC HUMAN TRAFFICKING
TOTAL EXPENDITURES
3,878 55,081 95,000 0
418,994 0
14,378
0
0
0
0
0
00
0 40,000
422,872 69,458 95,000 40,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
422,872 49,977 92,200 40,000
0
0
5,103 2,800
0
0
014,378
TOTAL 422,872 69,458 95,000 40,000
256
City Council 21 – 269 6/17/2025
D.O.J. GRANT FUND
POLICE DEPARTMENT
OVC HUMAN TRAFFICKING
Account
ACCOUNTING UNIT
12714412
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 0 0 0 40,000
SUBTOTAL SALARIES & BENEFITS 0 0 0 40,000
TOTAL 0 0 0 40,000
257
City Council 21 – 270 6/17/2025
D.O.J. GRANT FUND
POLICE DEPARTMENT
DOJ Grants
ACCOUNTING UNIT
12714002
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52000
52001
58000
LINE ITEM RESOURCES
Federal Grant-Direct 447,592 0 0 0
40,000
0
Federal Grant-Indirect
Earning On Investments
SUBTOTAL REVENUES
0
568
59,542
293
95,000
0
448,160 59,836 95,000 40,000
TOTAL 448,160 59,836 95,000 40,000
258
City Council 21 – 271 6/17/2025
D.O.J. GRANT FUND
POLICE DEPARTMENT
OVW-Impr Criminal Justice Resp
Account
ACCOUNTING UNIT
12714406
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
92,200
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 3,878 49,977 0
SUBTOTAL SALARIES & BENEFITS 3,878 49,977 92,200 0
62120 Training, Transportation, Meetings 0 5,103 2,800 0
SUBTOTAL CONTRACTUALS 0 5,103 2,800 0
TOTAL 3,878 55,081 95,000 0
259
City Council 21 – 272 6/17/2025
D.O.J. GRANT FUND
POLICE DEPARTMENT
COPS GRANT HIRING PROGRAM
Account
ACCOUNTING UNIT
12714409
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61120
61130
LINE ITEM RESOURCES
Salaries Regular 291,524 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Retirement-Employer Normal Cost
Medicare Insurance
67,430
4,224
Health Insurance 55,816
418,994SUBTOTAL SALARIES & BENEFITS
TOTAL 418,994 0 0 0
260
City Council 21 – 273 6/17/2025
D.O.J. GRANT FUND
POLICE DEPARTMENT
BULLETPROOF VEST GRANT
Account
ACCOUNTING UNIT
12714411
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses 0 14,378 0 0
SUBTOTAL COMMODITIES 0 14,378 0 0
TOTAL 0 14,378 0 0
261
City Council 21 – 274 6/17/2025
LAW ENFORCEMENT GRANTS
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
52026
58000
Federal Grant-Indirect 86,871 241,110 0 89,560
0State Grants-Direct 32,010
807,757
18,280
0
876,339
32,272
85,000
900,000
20,000
State Grants-Indirect SLESF
Earning On Investments
TOTAL REVENUES
900,000
15,000
944,918 1,149,721 1,005,000 1,004,560
EXPENDITURES
12814407 SUPPLEMENTAL LAW ENFORCEMENT SERVICES
ACCOUNT (SLESA)
172,884 442,764 920,000 954,810
12814409 BYRNE JUSTICE ASSISTANCE (JAG)
12814413 BSCC Police Grants
12814414 EMPG Grant
88,085
0
96,839
91,203
52,569
0
0 89,560
85,000 0
0
0
0
48,596
74,000
1,252
0
0
0
12814416 HMGP
12814417 SEXUAL ASSAULT EVIDENCE GRANT
TOTAL EXPENDITURES
0
384,817 683,374 1,005,000 1,044,370
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
86,038 91,705 50,000 69,560
190,000
193,300
39,810
80,333
94,250
222
67,788
473,438
0
275,000
253,150
6,850
123,974 50,443 420,000 551,700
TOTAL 384,817 683,374 1,005,000 1,044,370
262
City Council 21 – 275 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
HMGP
ACCOUNTING UNIT
12814416
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional 74,000 0 0 0
SUBTOTAL CONTRACTUALS 74,000 0 0 0
TOTAL 74,000 0 0 0
263
City Council 21 – 276 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
SEXUAL ASSAULT EVIDENCE GRANT
Account
ACCOUNTING UNIT
12814417
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 1,122 0 0 0
SUBTOTAL SALARIES & BENEFITS 1,122 0 0 0
65400 Indirect Costs 130 0 0 0
SUBTOTAL FIXED CHARGES 130 0 0 0
TOTAL 1,252 0 0 0
264
City Council 21 – 277 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
LAW ENFORCEMENT GRANTS REVENUE
Account
ACCOUNTING UNIT
12814002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
52026
58000
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
86,871
32,010
241,110 0 89,560
00
876,339
32,272
85,000
900,000
20,000
State Grants-Indirect SLESF
Earning On Investments
SUBTOTAL REVENUES
807,757
18,280
900,000
15,000
1,004,560944,918 1,149,721 1,005,000
TOTAL 944,918 1,149,721 1,005,000 1,004,560
265
City Council 21 – 278 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT ACCOUNTING UNIT
12814407SUPPLEMENTAL LAW ENFORCEMENT SERVICES ACCOUNT (SLESA)
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
50,000
PROPOSED
FY 25-26LINE ITEM RESOURCES
Salaries Overtime61040 0 0 0
SUBTOTAL SALARIES & BENEFITS 0 0 50,000 0
62120
62140
62300
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
3,256
0
1,492
0
50,000
0
25,000
15,000
0 51,296
52,788
150,000
200,000
150,000
190,0003,256
63001
65400
Miscellaneous Operating Expenses 43,040 339,533 243,150 173,300
SUBTOTAL COMMODITIES 43,040 339,533 243,150 173,300
Indirect Costs 0 0 6,850 39,810
SUBTOTAL FIXED CHARGES 0 0 6,850 39,810
66400
66511
Machinery & Equipment 126,588
0
27,480
22,962
50,443
400,000
20,000
300,000
251,700
551,700
Computer Software Subscriptions
SUBTOTAL CAPITAL 126,588 420,000
TOTAL 172,884 442,764 920,000 954,810
266
City Council 21 – 279 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
BYRNE JUSTICE ASSISTANCE (JAG)
Account
ACCOUNTING UNIT
12814409
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 84,916 91,705 0 69,560
SUBTOTAL SALARIES & BENEFITS 84,916 91,705 0 69,560
62120
63001
65400
Training, Transportation, Meetings 3,077 0 0 0
SUBTOTAL CONTRACTUALS 3,077 0 0 0
Miscellaneous Operating Expenses 0 5,134 0 20,000
SUBTOTAL COMMODITIES 0 5,134 0 20,000
Indirect Costs 92 0 0 0
SUBTOTAL FIXED CHARGES 92 0 0 0
TOTAL 88,085 96,839 0 89,560
267
City Council 21 – 280 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
BSCC Police Grants
Account
ACCOUNTING UNIT
12814413
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
20,000
PROPOSED
FY 25-26Code
62120
62300
LINE ITEM RESOURCES
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0
0
0
9,000 0
0
0
6,000 55,000
15,000 75,000
63001 Miscellaneous Operating Expenses 0 76,203 10,000 0
SUBTOTAL COMMODITIES 0 76,203 10,000 0
TOTAL 0 91,203 85,000 0
268
City Council 21 – 281 6/17/2025
LAW ENFORCEMENT GRANTS
POLICE DEPARTMENT
EMPG Grant
ACCOUNTING UNIT
12814414
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
63001 Miscellaneous Operating Expenses 51,210 52,569 0 0
SUBTOTAL COMMODITIES 51,210 52,569 0 0
66400 Machinery & Equipment (2,614)0 0 0
SUBTOTAL CAPITAL (2,614)0 0 0
TOTAL 48,596 52,569 0 0
269
City Council 21 – 282 6/17/2025
OFFICE OF SAFETY GRANT
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001 Federal Grant-Indirect
TOTAL REVENUES
557,758 473,586 160,000 174,320
174,320557,758 473,586 160,000
EXPENDITURES
16514414 SELECTIVE TRAFFIC ENFORCEMENT
TOTAL EXPENDITURES
434,811
434,811
678,683
678,683
160,000
160,000
174,320
174,320
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
424,736 665,498 160,000 174,320
620 272 0
0
0
09,455 12,913
TOTAL 434,811 678,683 160,000 174,320
270
City Council 21 – 283 6/17/2025
OFFICE OF SAFETY GRANT
POLICE DEPARTMENT
OTS-TRAFFIC OFFENDER PRGRM GR
Account
ACCOUNTING UNIT
16514002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
160,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
52001 Federal Grant-Indirect 557,758 473,586 174,320
SUBTOTAL REVENUES 557,758 473,586 160,000 174,320
TOTAL 557,758 473,586 160,000 174,320
271
City Council 21 – 284 6/17/2025
OFFICE OF SAFETY GRANT
POLICE DEPARTMENT
SELECTIVE TRAFFIC ENFORCEMENT
Account
ACCOUNTING UNIT
16514414
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
160,000
PROPOSED
FY 25-26Code
61040
61180
LINE ITEM RESOURCES
Salaries Overtime 424,736
0
670,210 174,320
0Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
(4,712)0
424,736 665,498 160,000 174,320
62120
63001
Training, Transportation, Meetings 620 272 0 0
SUBTOTAL CONTRACTUALS 620 272 0 0
Miscellaneous Operating Expenses 9,455 12,913 0 0
SUBTOTAL COMMODITIES 9,455 12,913 0 0
TOTAL 434,811 678,683 160,000 174,320
272
City Council 21 – 285 6/17/2025
US DOJ ASSET FORFEITURE FUND
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57405
57410
58000
Evidence Recovery/DOJ 19,428 17,923 0
0
0
0
0
0
Evidence Recovery/RNSP
Earning On Investments
TOTAL REVENUES
687,612
40,625
74,318
21,452
747,665 113,694 0 0
EXPENDITURES
16614450 US DEPT OF JUSTICE AFF
TOTAL EXPENDITURES
145,282
145,282
0
0
600,000
600,000
600,000
600,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
79,925 0
0
0
0
50,000 40,000
510,000
50,000
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
48,360
7,734
9,263
528,150
15,000
6,850
TOTAL 145,282 0 600,000 600,000
273
City Council 21 – 286 6/17/2025
US DOJ ASSET FORFEITURE FUND
POLICE DEPARTMENT
US DOJ ASSET FORFEITURE FUND
Account
ACCOUNTING UNIT
16614002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57405
57410
58000
LINE ITEM RESOURCES
Evidence Recovery/DOJ
Evidence Recovery/RNSP
Earning On Investments
SUBTOTAL REVENUES
19,428
687,612
40,625
17,923 0
0
0
0
0
0
0
0
74,318
21,452
747,665 113,694
TOTAL 747,665 113,694 0 0
274
City Council 21 – 287 6/17/2025
US DOJ ASSET FORFEITURE FUND
POLICE DEPARTMENT
US DEPT OF JUSTICE AFF
Account
ACCOUNTING UNIT
16614450
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
50,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61040 Salaries Overtime 79,925 0 40,000
SUBTOTAL SALARIES & BENEFITS 79,925 0 50,000 40,000
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0
48,360
48,360
0
0
0
25,000
503,150
528,150
10,000
500,000
510,000
63001
65400
Miscellaneous Operating Expenses 7,734 0 15,000 50,000
SUBTOTAL COMMODITIES 7,734 0 15,000 50,000
Indirect Costs 9,263 0 6,850 0
SUBTOTAL FIXED CHARGES 9,263 0 6,850 0
TOTAL 145,282 0 600,000 600,000
275
City Council 21 – 288 6/17/2025
US TREASURY ASSET FORFEITURE
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57406
57410
58000
Evidence Recovery/US Treasury
Evidence Recovery/RNSP
Earning On Investments
TOTAL REVENUES
21,995 0
0
0
0
0
0
0
0
27,573
18,470 2,811
68,037 2,811 0 0
EXPENDITURES
16714455 US DEPT OF TREASURY AFF
TOTAL EXPENDITURES
0
0
0
0
100,000
100,000
25,000
25,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
CONTRACTUALS
COMMODITIES
0
0
0
0
100,000 0
0 25,000
TOTAL 0 0 100,000 25,000
276
City Council 21 – 289 6/17/2025
US TREASURY ASSET FORFEITURE
POLICE DEPARTMENT
US TREASURY ASSET FORFEITURE
Account
ACCOUNTING UNIT
16714002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57406
57410
58000
LINE ITEM RESOURCES
Evidence Recovery/US Treasury
Evidence Recovery/RNSP
Earning On Investments
21,995
27,573
18,470
68,037
0
0
0
0
0
0
0
0
0
0
2,811
SUBTOTAL REVENUES 2,811
TOTAL 68,037 2,811 0 0
277
City Council 21 – 290 6/17/2025
US TREASURY ASSET FORFEITURE
POLICE DEPARTMENT
US DEPT OF TREASURY AFF
Account
ACCOUNTING UNIT
16714455
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
100,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 0
SUBTOTAL CONTRACTUALS 0 0 100,000 0
63001 Miscellaneous Operating Expenses 0 0 0 25,000
SUBTOTAL COMMODITIES 0 0 0 25,000
TOTAL 0 0 100,000 25,000
278
City Council 21 – 291 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
POLICE DEPARTMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18114013 ARPA-PD 563,789
563,789
ACTUAL
355,363
355,363
ACTUAL
135,280
135,280
ADOPTED
0
0TOTAL EXPENDITURES
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
86,425 128,701 131,570 0
0
0
0
0
119,155
309,546
3,638
1,348
140,901
5,263
0
0COMMODITIES
FIXED CHARGES
CAPITAL
3,710
045,026 79,149
TOTAL 563,789 355,363 135,280 0
279
City Council 21 – 292 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
POLICE DEPARTMENT
ARPA-PD
ACCOUNTING UNIT
18114013
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
77,287
ADOPTED
FY 24-25
81,270
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 47,863 0
0
0
0
0
0
0
0
0
Salaries Overtime 4,014
5,411
12,545
684
2,565
9,186
0
9,660Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
11,995
1,117
15,030
1,150
Health Insurance 11,840
0
18,933
1,453
18,960
1,580Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,068
86,425
6,166 3,920
128,701 131,570
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0
119,155
119,155
1,348
0
0
0
0
0
0
01,348
63001 Miscellaneous Operating Expenses 309,546 140,901 0 0
SUBTOTAL COMMODITIES 309,546 140,901 0 0
65100
65105
Insurance Charges 3,111
527
4,511
752
3,230
480
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 3,638 5,263 3,710
66400
66511
Machinery & Equipment 45,026
0
78,469
680
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 45,026 79,149
TOTAL 563,789 355,363 135,280 0
280
City Council 21 – 293 6/17/2025
281
City Council 21 – 294 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
FIRE & EMERGENCY MEDICAL SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01115017 FIRE - SERVICE ENHANCEMENT
01115330 FIRE SUPPRESSION/EMS
TOTAL EXPENDITURES
9,159,578 12,513,161
32,358,717
14,681,740 16,737,840
44,527,01042,996,867 43,155,630
52,156,445 44,871,879 57,837,370 61,264,850
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
66000
68000
CONTRACTUALS
CAPITAL
52,152,765 44,784,590
83,629
57,733,700
100,000
3,670
60,911,200
350,000
3,650
0
TRANSFERS 3,680 3,660
TOTAL 52,156,445 44,871,879 57,837,370 61,264,850
282
City Council 21 – 295 6/17/2025
GENERAL FUND
FIRE & EMERGENCY MEDICAL SERVICES
FIRE - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01115017
ACTUAL ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62300
62339
LINE ITEM RESOURCES FY 22-23
7,800,657
1,358,920
9,159,578
Contract Services-Professional
Contract Services-Care Ambulance
SUBTOTAL CONTRACTUALS
10,803,897
1,709,264
12,513,161
12,629,400
2,052,340
14,681,740
14,685,500
2,052,340
16,737,840
TOTAL 9,159,578 12,513,161 14,681,740 16,737,840
283
City Council 21 – 296 6/17/2025
GENERAL FUND
FIRE & EMERGENCY MEDICAL SERVICES
FIRE - ADMIN AND SUPPORT
Account
ACCOUNTING UNIT
01115002
ACTUAL
FY 22-23
141,882
ACTUAL
FY 23-24
ADOPTED
FY 24-25
150,000
PROPOSED
FY 25-26Code
53509
53510
LINE ITEM RESOURCES
Paramedic Subscription Fee
Paramedic Services Charge
SUBTOTAL REVENUES
148,716 150,000
15,200,000
15,350,000
7,807,685 15,006,452 11,600,000
7,949,567 15,155,168 11,750,000
TOTAL 7,949,567 15,155,168 11,750,000 15,350,000
284
City Council 21 – 297 6/17/2025
GENERAL FUND
FIRE & EMERGENCY MEDICAL SERVICES
FIRE SUPPRESSION/EMS
Account
ACCOUNTING UNIT
01115330
ACTUAL
FY 22-23
2,892
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62010
62251
62300
62338
62339
LINE ITEM RESOURCES
Communications 0 0 0
15,090Other Agency Services 13,835
39,077,894
343,487
14,273
28,130,366
581,063
14,560
38,925,000
600,000
Contract Services-Professional
Contract Services-Wittman Enterprise
Contract Services-Care Ambulance
SUBTOTAL CONTRACTUALS
39,825,000
600,000
3,555,079
42,993,187
3,545,727
32,271,429
3,512,400
43,051,960
3,733,270
44,173,360
66200
68000
Buildings & Building Improvements 0 83,629 100,000 350,000
SUBTOTAL CAPITAL 0 83,629 100,000 350,000
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)3,680 3,660 3,670 3,650
SUBTOTAL TRANSFERS 3,680 3,660 3,670 3,650
TOTAL 42,996,867 32,358,717 43,155,630 44,527,010
285
City Council 21 – 298 6/17/2025
FIRE FACILITIES FUND
DEPARTMENT RESOURCE SUMMARY
FIRE & EMERGENCY MEDICAL SERVICES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53700
58000
Improvement Fee 1,561,427 1,441,468 684,970 0
0Earning On Investments
TOTAL REVENUES
29,795 36,849 0
1,591,222 1,478,317 684,970 0
EXPENDITURES
12015330 FIRE FACILITIES FUND
TOTAL EXPENDITURES
1,790,910
1,790,910
974,489
974,489
866,520
866,520
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS
TOTAL
62000 1,790,910
1,790,910
974,489
974,489
866,520
866,520
0
0
286
City Council 21 – 299 6/17/2025
FIRE FACILITIES FUND
FIRE & EMERGENCY MEDICAL SERVICES
FIRE FACILITIES FUND
Account
ACCOUNTING UNIT
12015002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
684,970
PROPOSED
FY 25-26Code
53700
58000
LINE ITEM RESOURCES
Improvement Fee 1,561,427
29,795
1,441,468
36,849
0
0
0
Earning On Investments
SUBTOTAL REVENUES
0
1,591,222 1,478,317 684,970
TOTAL 1,591,222 1,478,317 684,970 0
287
City Council 21 – 300 6/17/2025
FIRE FACILITIES FUND
FIRE & EMERGENCY MEDICAL SERVICES
FIRE FACILITIES FUND
Account
ACCOUNTING UNIT
12015330
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
866,520
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
1,790,910 974,489 0
1,790,910 974,489 866,520 0
TOTAL 1,790,910 974,489 866,520 0
288
City Council 21 – 301 6/17/2025
289
City Council 21 – 302 6/17/2025
Planning and Building Agency
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Accounting Assistant 1
1
1
1
2
2
1
2
3
1
2
0
20
2
3
1
1
1
1
1
2
3
1
1
2
1
1
1
2
2
1
1
2
11
2
0
6
2
2
3
2
1
1
1
1
0
2
1
4
3
1
2
1
24
2
3
1
1
0
1
1
2
3
1
1
3
1
1
1
2
2
1
1
2
12
2
1
6
2
2
3
2
Administrative Services Manager (MM)
Assistant Community Planner
Assistant Director of Planning and Building (MM)
Assistant Plan Check Engineer*
Assistant Planner I
Assistant Planner II
Associate Plan Check Engineer*
Associate Planner
Building Safety Manager (MM)
Code Enforcement Associate
Code Enforcement Manager (MM)
Code Enforcement Officer***
Code Enforcement Principal (AM)
Code Enforcement Supervisor
Executive Director of Planning and Building Safety (EM)
Executive Secretary (UC)
(2)
2
1
4
Management Aide (UC)(1)
Management Analyst (UC)
Permit Services Principal (AM)
Permit Services Processor
Permit Services Technician**
Planning Commission Secretary
Planning Manager (MM)
Planning Technician 1
Principal Building Inspector (AM)*
Principal Community Planner (AM)
Principal Plan Check Engineer (MM)
Principal Planner (AM)
Receptionist**
Records Specialist
Secretary
Senior Associate Plan Check Engineer*
Senior Building Inspector*
Senior Community Planner
Senior Management Analyst (AM)
Senior Office Assistant
Senior Permit Services Technician
Senior Plan Check Engineer
Senior Planner
1
1
Supervising Building Inspector*
Authorized Total 95 7 102
*Job Title Change for FY24-25 Mid-Year Class/Comp Reso #2025-007
**FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
***In FY24-25, two positions for Rent Stabilization Program reflected in CDA
GENERAL FUND 92.15
9.00FEDERAL/STATE GRANTS
CANNABIS PUBLIC BENEFIT FUND 0.85
TOTAL AUTHORIZED POSITIONS 102.00
290
City Council 21 – 303 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01116017 PBA - SERVICE ENHANCEMENT
01116500 PLNG & BLG AGY-ADMINISTRATION
01116510 PLNG & BLG AGY-PLANNING
01116520 PLNG & BLG AGY-PERMIT & INS SV
01116530 PLNG & BLG AGY-PERMIT & PLN CK
01116540 PLNG & BLG AGY-COMM PRESERVA
01116550 PROACTIV RENTL ENFORCEMENT PRG
01116560 NEIGHBORHOOD INITIATIVES PROGR
01116570 ANIMAL SERVICES
298,661 395,580 470,150 448,730
2,954,050
3,232,700
3,231,080
3,396,630
2,712,260
1,198,670
1,020,890
0
2,543,608
1,885,409
2,226,758
2,695,819
1,632,624
782,511
2,716,518
2,507,378
2,606,675
3,487,990
2,087,108
772,267
3,057,670
3,401,230
3,031,400
3,688,380
3,159,820
923,750
998,810
0
598,655 800,437
4,084,423 4,510,177
TOTAL EXPENDITURES 16,748,469 19,884,130 18,731,210 18,195,010
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
9,197,693
4,529,081
270,055
2,224,628
115,052
22,979
11,117,472
5,083,667
265,159
2,686,457
320,935
22,979
12,879,470
1,848,820
201,770
2,510,740
862,680
39,600
14,184,200
1,157,580
195,770
2,246,550
25,180
DEBT SERVICE
TRANSFERS
0
388,980 387,460 388,130 385,730
TOTAL 16,748,469 19,884,130 18,731,210 18,195,010
291
City Council 21 – 304 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PBA - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01116017
ACTUAL
FY 22-23
196,150
ACTUAL
FY 23-24
ADOPTED
FY 24-25
296,380
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 256,226 269,210
0Salaries Overtime 1,807
18,300
2,928
553
31,221
3,754
0
36,220
4,300
Retirement-Employer Normal Cost
Medicare Insurance
31,840
3,910
62,760
2,690
13,100
383,510
Health Insurance 42,853
0
57,266
114
83,210
2,960Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
11,193
273,231
14,118
363,252
9,890
432,960
62120
63001
Training, Transportation, Meetings 0 8,125 12,500 12,500
SUBTOTAL CONTRACTUALS 0 8,125 12,500 12,500
Miscellaneous Operating Expenses 8,740 4,182 10,000 10,000
SUBTOTAL COMMODITIES 8,740 4,182 10,000 10,000
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
19,990
2,740
14,531
2,160
16,691
17,455
2,567
20,022
12,740
1,950
14,690
16,400
3,590Benefits Overhead
SUBTOTAL FIXED CHARGES 42,720
TOTAL 298,661 395,580 470,150 448,730
292
City Council 21 – 305 6/17/2025
GENERAL FUND
PLANNING & BUILDING
ANIMAL SERVICES
Account
ACCOUNTING UNIT
01116570
ACTUAL
FY 22-23
245,383
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 259,467 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Overtime 1,456
22,485
3,478
3,469
26,807
3,801
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 52,602
3,575
58,426
4,386Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
19,886
348,864
21,265
377,620
62120
62300
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
525
3,640,126
3,640,651
0
4,001,633
4,001,633
0
0
0
0
0
0
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
3,053
17,074
20,127
29,193
17,873
47,065
0
0
0
0
0
0SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 31,500
7,071
684
33,552
11,785
684
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge 16,730
0
17,070
2,614
15,560
2,593
83,858
Communications- Landlines
Insurance Charges 16,115
2,682
74,782
Benefits Overhead
SUBTOTAL FIXED CHARGES
TOTAL 4,084,423 4,510,177 0 0
293
City Council 21 – 306 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-ADMINISTRATION
Account
ACCOUNTING UNIT
01116002
ACTUAL
FY 22-23
12,298
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
51501
51600
51601
51602
51603
51604
51605
51606
51607
51612
51613
LINE ITEM RESOURCES
Fireworks Stand Permits
General Plan Update Surcharge
Building Permits
(8,221)0 0
180,000
1,928,120
318,580
753,330
345,170
204,870
63,860
12,500
0
188,445
2,357,858
528,713
1,228,894
830,506
201,677
74,495
182,232
2,648,176
547,981
1,320,905
803,457
158,567
118,807
8,955
170,000
2,800,000
550,000
1,290,000
860,000
160,000
130,000
10,000
0
Plumbing Permits
Electrical Permits
Heating Permits
Occupancy Permits
Grading Permits
Street Vendor Permit
Building Standards Revolving Fund
10,680
2,276 (299)
Adult-Use Cannabis Retail Phase 1/Registration
Application
(2,506)7,548 0 0
51614
51616
51617
51618
51619
51620
51621
Adult-Use Cannabis Retail Phase 2/Regulatory Safety
Permit
339,533
0
410,154
0
388,000
1,900
13,000
0
375,000
0Commercial Cannabis Testing Phase 1/Registration
Application
Commercial Cannabis Testing Phase 2/Regulatory Safety
Permits
12,968
27,500
2,127
6,642
5,735
13,500
0
13,000
0Commercial Cannabis Operating Agreement
Reimbursement Fees
Commercial Cannabis Cultivation Phase 1/Regst.
Application
8,793
6,001
24,833
5,000
5,000
10,000
4,000
6,000
12,500
Commercial Cannabis Manufacturing Phase 1/Regst.
Application
Commercial Cannabis Distribution Phase 1/Regst.
Application
51622
51623
Commercial Cannabis Cultivation Phase 2/Rgltry Sfty Prmt 78,450 154,448
155,655
100,000
100,000
120,000
125,000Commercial Cannabis Manufacturing Phase 2/Rgltry Sfty
Prmt
156,826
51624
53410
53600
53601
53602
53603
53605
53606
53607
53613
53614
53616
53627
53628
53640
53642
53644
55600
57010
57770
Commercial Cannabis Distribution Phase 2/Rgltry Sfty Prmt
Impound/Owner Release Animal
Building Plan Check
285,809
266
390,567
832
250,000
0
300,000
0
4,285,493
599,429
235,856
438,990
21,215
290,630
136,033
915,874
62,838
805,052
790,342
411,913
0
1,743,347
401,779
99,559
230,508
15,086
258,376
71,580
784,580
52,866
717,277
926,178
105,741
1,281
2,800,000
420,000
100,000
215,000
17,000
280,000
297,000
827,000
44,100
645,000
750,000
200,000
0
1,734,160
337,120
82,740
212,000
12,650
281,750
167,850
755,270
44,100
805,630
850,000
225,000
0
Electrical Plan Check
Plumbing Plan Check
Mechanical Plan Check
Landscape Plan Review
Discretionary Application Fee
EIR Developer Fees
Land Use Certificate Processin
Shopping Cart Contain Program
Site Plan Review Charge
PREP Fees
Foreclosure Registration Program
SB330 Preliminary Application Review
Public Hearing Notice 198 0 0 0
Mills Act Review 0 0 7,000 3,500
Administrative Citations 426,115
72,367
157,333
15,998,869
431,979
94,238
145,649
13,032,915
350,000
60,000
125,000
13,980,000
375,000
50,000
110,000
10,808,700
Miscellaneous Recoveries
Sale of Maps & Documents
SUBTOTAL REVENUES
TOTAL 15,998,869 13,032,915 13,980,000 10,808,700
294
City Council 21 – 307 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-ADMINISTRATION
Account
ACCOUNTING UNIT
01116500
ACTUAL
FY 22-23
695,874
ACTUAL
FY 23-24
ADOPTED
FY 24-25
948,450
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 804,300 1,184,890
1,820Salaries Cash Out/Separation
Salaries Part-Time
9,695
44,790
5,487
0
67,632
4,515
0
82,270
0
82,270
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
36,830
0
54,359
0
68,090
14,870
3,090
78,530
0
1,491 2,536 3,090
Medicare Insurance 10,705
108,358
3,291
12,524
152,220
6,748
14,890
181,800
9,010
18,290
240,600
11,260
44,610
1,665,360
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
41,050
957,570
47,291
1,152,126
47,830
1,370,300
62010
62120
62130
62131
62140
62300
62320
62322
62600
62700
Communications 12,656
7,505
0
3,652
6,638
0
2,500
10,300
1,000
600
2,500
10,300
1,000
600
Training, Transportation, Meetings
Tuition Reimbursement
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Buildings
Maintenance & Repair Machinery
Parking Validation
0 0
2,933
67,696
0
3,883
51,765
0
1,600
67,000
1,000
3,000
1,000
6,000
94,000
1,600
52,000
1,000
3,000
1,000
6,000
79,000
1,265
11,639
6,000
109,694
18
0
Auto Expense 6,000
71,957SUBTOTAL CONTRACTUALS
63000
63001
Office Supplies 0
41,290
41,290
0
13,428
13,428
3,000
12,000
15,000
3,000
12,000
15,000
Miscellaneous Operating Expenses
SUBTOTAL COMMODITIES
65000
65040
65050
65055
65100
65105
Building Rental 503,560
33,460
424,750
0
503,560
62,570
566,250
65,310
83,960
48,450
595,670
6,650
IT Maintenance Charge
IT Department Specific
Communications- Landlines
Insurance Charges
424,750
9,585
437,490
9,100
53,293
7,922
58,469 61,660 58,860
8,710Benefits Overhead 8,598 9,430
SUBTOTAL FIXED CHARGES 1,022,984 1,067,533 1,149,240 802,300
66511 Computer Software Subscriptions 110 1,036 1,400 6,660
SUBTOTAL CAPITAL 110 1,036 1,400 6,660
67200
67210
Principal-Leases 20,584
2,396
21,227
1,752
39,600
0
0
0
0
Interest-Leases
SUBTOTAL DEBT SERVICE 22,979 22,979 39,600
68000 Transfer to Fund 404 (Police Bldg/Ross Annex Debt)388,980 387,460 388,130 385,730
SUBTOTAL TRANSFERS 388,980 387,460 388,130 385,730
TOTAL 2,543,608 2,716,518 3,057,670 2,954,050
295
City Council 21 – 308 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-PLANNING
Account
ACCOUNTING UNIT
01116510
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,071,497
20,799
20,918
393
FY 24-25
1,722,810
0
Salaries Regular 1,447,218
0
1,795,790
0Salaries Cash Out/Separation
Salaries Part-Time 32,550
127
26,480
0
(31,550)
0Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
99,054
965
169,005
1,731
181,300
990
194,590
990
Medicare Insurance 15,693
130,405
2,889
21,861
212,388
14,246
81,888
1,981,013
25,320
281,720
16,940
55,050
2,310,610
26,390
348,090
17,780
74,890
2,426,970
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
60,565
1,423,177
62010
62120
62130
62131
62140
62200
62300
62302
62322
62600
62700
Communications 19,957
13,183
0
1,676
16,068
255
1,600
20,560
2,500
1,600
20,560
2,200
Training, Transportation, Meetings
Tuition Reimbursement
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
462 543 600 900
6,270
39,857
177,317
4,900
0
4,837
31,914
169,639
13,600
0
8,500 8,500
40,000
763,000
8,400
40,000
448,000
8,400
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Parking Validation
1,000 1,000
0 0 18,000
4,200
18,000
4,200Auto Expense 3,200
265,146
5,450
243,983SUBTOTAL CONTRACTUALS 868,360 553,360
63000
63001
Office Supplies 6,421
21,048
27,469
5,271
51,906
57,177
8,000
16,100
24,100
8,000
11,100
19,100
Miscellaneous Operating Expenses
SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 4,380
1,350
96
4,668
2,250
1,370
2,950
10,190
7,010Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
96 0 0
73,340
0
86,180
13,201
101,244
14,889
222,528
95,880
13,350
70,980
10,860
195,390
91,750
12,590
95,060
16,500
233,100
Communications- Landlines
Insurance Charges 78,628
11,688
169,482
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 136 2,678 2,770 170
SUBTOTAL CAPITAL 136 2,678 2,770 170
TOTAL 1,885,409 2,507,378 3,401,230 3,232,700
296
City Council 21 – 309 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-PERMIT & INS SV
Account
ACCOUNTING UNIT
01116520
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,204,270
2,810
FY 24-25
1,687,570
0
Salaries Regular 1,383,586
3,771
1,972,370
15,020
34,160
0
Salaries Cash Out/Separation
Salaries Part-Time 25,132
8,033
35,011
7,480
34,160
0Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
103,212
867
146,426
1,295
175,080
1,280
201,550
1,280
Medicare Insurance 16,994
204,638
1,941
20,689
248,537
13,656
77,948
1,938,400
24,930
352,920
16,560
61,960
2,354,460
29,090
385,380
19,390
73,340
2,731,580
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
67,672
1,635,569
62010
62120
62131
62140
62300
Communications 29,007
9,036
0
11,125
9,474
0
9,000
20,290
300
9,000
20,290
600
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
870 1,893
197,532
220,024
1,800 1,800
62,110
93,800
124,447
163,360
107,150
138,540
63000
63001
63300
Office Supplies 6,048
29,766
13,052
48,865
3,190
27,721
13,080
43,990
5,000
11,500
15,540
32,040
4,700
7,900Miscellaneous Operating Expenses
Gas & Diesel 15,540
28,140SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 97,345
5,499
4,238
78,080
0
114,336
14,325
4,334
50,470
19,860
3,950
97,640
21,700
16,560
96,900
13,300
97,530
17,430
361,060
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge 91,020
13,942
96,372
14,172
348,501
100,930
14,050
79,880
12,220
281,360
Communications- Landlines
Insurance Charges 87,855
13,060
286,077
Benefits Overhead
SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 92,887
0
55,759
0
225,000
0
0
16,500
16,500
Computer Software Subscriptions
SUBTOTAL CAPITAL 92,887 55,759 225,000
TOTAL 2,226,758 2,606,675 3,031,400 3,231,080
297
City Council 21 – 310 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-PERMIT & PLN CK
Account
ACCOUNTING UNIT
01116530
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 22-23
1,700,953
0
FY 24-25
2,024,800
0
Salaries Regular 1,882,521
0
2,183,400
13,300
38,410
0
Salaries Cash Out/Separation
Salaries Part-Time 16,133
98,335
125,517
440
45,089
98,047
177,579
935
76,250
0Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
188,620
2,860
198,880
1,440
Medicare Insurance 24,861
231,436
0
29,239
257,011
18,207
105,200
2,613,827
30,410
308,520
19,670
86,530
2,737,660
32,170
337,560
21,240
92,290
2,918,690
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
94,402
2,292,077
62010
62120
62140
62300
62302
62322
Communications 16,275
10,813
4,960
116,004
0
3,699
8,298
1,750
287,505
3,921
0
2,500
19,000
4,600
2,500
19,000
4,600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
425,000
13,500
1,000
133,500
13,500
1,0000
148,052 305,172 465,600 174,100
63000
63001
63300
Office Supplies 2,624
20,517
2,339
2,425
6,732
5,640
21,100
0
5,640
39,000
0
Miscellaneous Operating Expenses
Gas & Diesel 2,070
SUBTOTAL COMMODITIES 25,480 11,227 26,740 44,640
65010
65011
65012
65040
65050
65055
65100
65105
Rental City Equipment 4,524
951
4,824
1,585
4,420
2,080
4,810
1,900Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
300 300 0 7,370
83,660
0
79,640
200,410
12,199
130,064
19,127
448,149
100,930
206,420
14,050
111,560
17,070
456,530
96,900
0
Communications- Landlines
Insurance Charges
0 13,300
117,340
17,430
259,050
122,557
18,218
230,210
Benefits Overhead
SUBTOTAL FIXED CHARGES
66510
66511
Computer Software 0
0
0
107,771
1,843
0
1,850
1,850
0
150
150
Computer Software Subscriptions
SUBTOTAL CAPITAL 109,614
TOTAL 2,695,819 3,487,990 3,688,380 3,396,630
298
City Council 21 – 311 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PLNG & BLG AGY-COMM PRESERVA
Account
ACCOUNTING UNIT
01116540
ACTUAL
FY 22-23
836,060
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,543,980
0
Salaries Regular 986,934 1,535,670
10,650
22,380
15,000
156,870
0
Salaries Cash Out/Separation
Salaries Part-Time
1,878
8,483
0
5,498 22,380
15,000
149,090
0
Salaries Overtime 29,956
52,169
0
38,096
85,515
8,710
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement 318 206 840 840
Medicare Insurance 11,758
111,410
3,187
14,885
138,629
13,493
54,075
1,346,041
22,680
313,800
15,040
42,560
2,125,370
22,560
372,480
15,140
60,540
2,212,130
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
45,215
1,100,434
62010
62120
62131
62140
62300
Communications 30,265
17,017
540
11,740
8,026
300
10,000
14,000
600
10,000
14,000
600
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
1,901 90 3,100 3,100
142,532
192,256
195,921
216,078
89,850
117,550
89,850
117,550
63000
63001
63300
Office Supplies 0
34,251
16,340
50,592
0
41,849
17,991
59,840
5,200
20,000
12,120
37,320
5,200
15,000
12,120
32,320
Miscellaneous Operating Expenses
Gas & Diesel
SUBTOTAL COMMODITIES
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 123,404
4,149
5,590
66,930
0
137,582
9,535
73,920
12,480
5,260
113,660
11,440
23,490
90,840
12,470
82,020
16,340
350,260
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
5,676
73,950
11,328
66,845
9,828
83,120
11,570
54,870
8,400
Communications- Landlines
Insurance Charges 58,694
8,725
267,492
Benefits Overhead
SUBTOTAL FIXED CHARGES 314,745 249,620
66400
66511
Machinery & Equipment 21,850
0
149,415
989
629,000
960
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 21,850 150,404 629,960
TOTAL 1,632,624 2,087,108 3,159,820 2,712,260
299
City Council 21 – 312 6/17/2025
GENERAL FUND
PLANNING & BUILDING
PROACTIV RENTL ENFORCEMENT PRG
Account
ACCOUNTING UNIT
01116550
ACTUAL
FY 22-23
498,922
ACTUAL
FY 23-24
ADOPTED
FY 24-25
609,880
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 470,815 757,850
8,810Salaries Cash Out/Separation
Salaries Overtime
2,287
41,757
26,616
7,315
45
31,098
39,803
7,350
0
0 0
Retirement-Employer Normal Cost
Medicare Insurance
44,910
8,810
97,320
5,810
25,140
791,870
79,390
10,980
174,000
7,480
Health Insurance 64,880
0
73,487
4,245Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
27,573
669,349
25,769
652,611
25,430
1,063,940
62010
62120
62140
62300
62322
Communications 3,060
1,298
450
3,070
821
2,160
0
3,000
6,500
900
3,000
6,500
900
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
219 6,000
100
6,000
10000
5,027 6,051 16,500 16,500
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
4,417
5,398
9,815
192
4,655
4,847
5,680
4,700
5,680
4,700
SUBTOTAL COMMODITIES 10,380 10,380
65010
65011
65012
65040
65055
65100
65105
Rental City Equipment 25,284
2,829
1,200
27,890
0
26,940
4,715
20,060
6,170
21,410
5,660
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
1,200 810
34,130
5,228
35,620
4,960
36,340
4,990
32,920
6,530
107,850
Communications- Landlines
Insurance Charges 35,796
5,321
98,320
31,859
4,685
32,420
4,960Benefits Overhead
SUBTOTAL FIXED CHARGES 108,758 105,000
TOTAL 782,511 772,267 923,750 1,198,670
300
City Council 21 – 313 6/17/2025
GENERAL FUND
PLANNING & BUILDING
NEIGHBORHOOD INITIATIVES PROGR
Account
ACCOUNTING UNIT
01116560
ACTUAL
FY 22-23
371,408
ACTUAL
FY 23-24
ADOPTED
FY 24-25
566,210
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 508,801 585,260
0Salaries Cash Out/Separation
Salaries Part-Time
476
0
0
52
0
0 0
Salaries Overtime 2,812
28,141
0
560 0 0
Retirement-Employer Normal Cost
Part-Time Retirement
50,740
2
54,770
0
54,820
0
Medicare Insurance 5,096
68,076
1,010
20,402
497,422
7,181
92,169
4,933
28,144
692,582
8,190
102,840
5,510
18,720
756,240
8,470
102,840
5,710
24,920
782,020
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62010
62120
62140
62300
62322
62600
Communications 1,870
28
2,254
1,200
450
2,600
6,000
2,600
6,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
300
2,685
0
1,200 1,200
6,739
0
123,470
1,000
98,470
1,000
14 0 1,500 1,500
SUBTOTAL CONTRACTUALS 4,897 10,644 135,770 110,770
63000
63001
63300
Office Supplies 0
37,435
242
0
23,048
354
8,000
37,620
570
8,000
27,620
570
Miscellaneous Operating Expenses
Gas & Diesel
SUBTOTAL COMMODITIES 37,678 23,402 46,190 36,190
65010
65012
65040
65055
65100
65105
Rental City Equipment 5,556
300
5,916
300
4,030
0
17,860
0Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
22,310
0
22,750
3,485
34,797
5,117
72,365
23,750
3,310
24,130
3,690
58,910
30,280
4,160
32,460
5,450
90,210
26,487
3,937
58,591
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 68 1,444 1,700 1,700
SUBTOTAL CAPITAL 68 1,444 1,700 1,700
TOTAL 598,655 800,437 998,810 1,020,890
301
City Council 21 – 314 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01216010 PBA ENFORCEMENT SERVICES
TOTAL EXPENDITURES
998,054
998,054
ACTUAL
930,081
930,081
ACTUAL
1,144,220
1,144,220
ADOPTED
1,309,890
1,309,890
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
675,066 771,222 980,600 1,153,820
36,500
19,420
99,940
210
98,328
104,303
80,038
40,320
31,412
12,625
114,670
152
36,500
19,420
107,490
210
TOTAL 998,054 930,081 1,144,220 1,309,890
302
City Council 21 – 315 6/17/2025
CANNABIS PUBLIC BENEFIT FUND
PLANNING & BUILDING
PBA ENFORCEMENT SERVICES
Account
ACCOUNTING UNIT
01216010
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
749,210
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 441,662
0
549,070 885,990
0Salaries Cash Out/Separation
Salaries Overtime
1,012
41,042
57,224
8,595
0
0111,553
33,516
6,542
58,042
0
0
Retirement-Employer Normal Cost
Medicare Insurance
77,240
10,840
113,710
7,340
92,140
12,840
123,360
8,740
Health Insurance 75,728
8,572Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
23,751
675,066
29,978
771,222
22,260
980,600
30,750
1,153,820
62010
62120
62140
62300
Communications 0
3,866
3,408
4,175
0
3,300
2,000
600
3,300
2,000
600
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
2,715
91,747
98,328
23,829
31,412
30,600
36,500
30,600
36,500
63000
63001
63300
Office Supplies 13,046
91,257
0
3,505
9,121
0
5,000
12,000
2,420
5,000
12,000
2,420
Miscellaneous Operating Expenses
Gas & Diesel
SUBTOTAL COMMODITIES 104,303 12,625 19,420 19,420
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
44,620
0
62,570
9,585
65,310
9,090
46,630
6,400
31,763
3,655
80,038
37,350
5,164
28,700
4,390
38,520
8,390Benefits Overhead
SUBTOTAL FIXED CHARGES 114,670 107,490 99,940
66400
66511
Machinery & Equipment 40,320
0
0
152
152
0
210
210
0
210
210
Computer Software Subscriptions
SUBTOTAL CAPITAL 40,320
TOTAL 998,054 930,081 1,144,220 1,309,890
303
City Council 21 – 316 6/17/2025
CASP CERTIFICATION & TRAINING
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52366
58000
CASp Certification Training Fund
Earning On Investments
TOTAL REVENUES
87,906 92,981 85,000 85,000
03,887 6,327 0
91,793 99,308 85,000 85,000
EXPENDITURES
01616500 CASp CERTIFICATION AND TRAINING
TOTAL EXPENDITURES
4,743
4,743
14,820
14,820
85,000
85,000
85,000
85,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
CONTRACTUALS
COMMODITIES
4,743 14,820 59,500 65,000
20,0000025,500
TOTAL 4,743 14,820 85,000 85,000
304
City Council 21 – 317 6/17/2025
CASP CERTIFICATION & TRAINING
PLANNING & BUILDING
CASp CERTIFICATION AND TRAINING
Account
ACCOUNTING UNIT
01616002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
85,000
PROPOSED
FY 25-26Code
52366
58000
LINE ITEM RESOURCES
CASp Certification Training Fund
Earning On Investments
87,906
3,887
92,981 85,000
06,327 0
SUBTOTAL REVENUES 91,793 99,308 85,000 85,000
TOTAL 91,793 99,308 85,000 85,000
305
City Council 21 – 318 6/17/2025
CASP CERTIFICATION & TRAINING
PLANNING & BUILDING
CASp CERTIFICATION AND TRAINING
Account
ACCOUNTING UNIT
01616500
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
21,300
PROPOSED
FY 25-26Code
62120
62140
62300
LINE ITEM RESOURCES
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
2,277
2,466
0
12,853 21,300
17,000
26,700
65,000
1,967
0
17,000
21,200
59,5004,743 14,820
63001 Miscellaneous Operating Expenses 0 0 25,500 20,000
SUBTOTAL COMMODITIES 0 0 25,500 20,000
TOTAL 4,743 14,820 85,000 85,000
306
City Council 21 – 319 6/17/2025
AIR QUALITY IMPR. (AB 2766)
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
03116510 PLANNING-AIR QUALITY IMPROV
TOTAL EXPENDITURES
80,452
80,452
ACTUAL
322,355
322,355
ACTUAL
249,250
249,250
ADOPTED
248,440
248,440
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
61000
62000
65000
66000
68000
SALARIES & BENEFITS
CONTRACTUALS
FIXED CHARGES
CAPITAL
60,173 163,394 201,850 213,090
7,750
22,050
0
434
14,256
0
3,690
34,091
116,896
4,284
10,000
32,700
0
TRANSFERS 5,588 4,700 5,550
TOTAL 80,452 322,355 249,250 248,440
307
City Council 21 – 320 6/17/2025
AIR QUALITY IMPR. (AB 2766)
PLANNING & BUILDING
PLANNING-AIR QUALITY IMPROV
Account
ACCOUNTING UNIT
03116510
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
108,790
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 37,722
2,212
4,244
89,633 113,670
37,240
13,450
20,190
1,400
Salaries Part-Time 22,466
11,188
14,610
842
37,240
13,300
16,070
1,400
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
9,839
83
Medicare Insurance 572 1,591
16,121
845
2,120 2,190
Health Insurance 3,137
89
19,840
1,080
17,970
1,140Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,276
60,173
6,096
163,394
2,010 5,840
201,850 213,090
62300 Contract Services-Professional 434 3,690 10,000 7,750
SUBTOTAL CONTRACTUALS 434 3,690 10,000 7,750
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
4,740
0
4,840
741
5,050
700
5,150
710
2,955
439
7,538
1,108
19,864
34,091
2,600
400
7,450
0Benefits Overhead
Indirect Costs 6,122
14,256
23,950
32,700
8,740
22,050SUBTOTAL FIXED CHARGES
66400
68001
Machinery & Equipment 0 116,896 0 0
SUBTOTAL CAPITAL 0 116,896 0 0
POB Misc Xfer to Fund 406 5,588 4,284 4,700 5,550
SUBTOTAL TRANSFERS 5,588 4,284 4,700 5,550
TOTAL 80,452 322,355 249,250 248,440
308
City Council 21 – 321 6/17/2025
CITY SERVICES
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53607
53636
53637
EIR Developer Fees 705,621 596,874 1,500,000 1,500,000
589,200PBA Building/Planning-Cash Bonds
PBA - Accelerated Plan Check
TOTAL REVENUES
1,998 (137,043)
635,724
589,200
711,614 1,000,000 1,000,000
1,419,233 1,095,555 3,089,200 3,089,200
EXPENDITURES
05316021 PLNG & BLG AGY SERVICES
TOTAL EXPENDITURES
1,177,388
1,177,388
917,712
917,712
3,089,200
3,089,200
3,089,200
3,089,200
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 1,177,388
1,177,388
917,712
917,712
3,089,200
3,089,200
3,089,200
TOTAL 3,089,200
309
City Council 21 – 322 6/17/2025
CITY SERVICES
PLANNING & BUILDING
PBA REVENUE
Account
ACCOUNTING UNIT
05316002
ACTUAL
FY 22-23
705,621
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
53607
53636
53637
LINE ITEM RESOURCES FY 24-25
1,500,000
589,200
EIR Developer Fees 596,874 1,500,000
589,200PBA Building/Planning-Cash Bonds
PBA - Accelerated Plan Check
SUBTOTAL REVENUES
1,998
711,614
(137,043)
635,724 1,000,000
3,089,200
1,000,000
3,089,2001,419,233 1,095,555
TOTAL 1,419,233 1,095,555 3,089,200 3,089,200
310
City Council 21 – 323 6/17/2025
CITY SERVICES
PLANNING & BUILDING
PLNG & BLG AGY SERVICES
Account
ACCOUNTING UNIT
05316021
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
500,000
PROPOSED
FY 25-26Code
62300
62308
62315
62318
LINE ITEM RESOURCES
Contract Services-Professional
Consultant Services-EIR Develo
Contract Services-Building/Pla
Contract Services-PBA-Accelera
SUBTOTAL CONTRACTUALS
73 (73)500,000
1,000,000
589,200
374,173
0
637,263
0
1,000,000
589,200
803,143
1,177,388
280,522
917,712
1,000,000
3,089,200
1,000,000
3,089,200
TOTAL 1,177,388 917,712 3,089,200 3,089,200
311
City Council 21 – 324 6/17/2025
STRONG MOTION INSTRUMENTATION
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53638 Strong-Motion Instrumentation Program
TOTAL REVENUES
5,510 7,765 16,000 16,000
16,0005,510 7,765 16,000
EXPENDITURES
11016500 Strong-Motion Instrumentation
TOTAL EXPENDITURES
0
0
0
0
16,000
16,000
16,000
16,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
CONTRACTUALS
COMMODITIES
0
0
0
0
8,000 8,000
8,0008,000
TOTAL 0 0 16,000 16,000
312
City Council 21 – 325 6/17/2025
STRONG MOTION INSTRUMENTATION
PLANNING & BUILDING
Strong-Motion Instrumentation
Account
ACCOUNTING UNIT
11016002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
7,765
ADOPTED
FY 24-25
16,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
53638 Strong-Motion Instrumentation Program
SUBTOTAL REVENUES
5,510 16,000
5,510 7,765 16,000 16,000
TOTAL 5,510 7,765 16,000 16,000
313
City Council 21 – 326 6/17/2025
STRONG MOTION INSTRUMENTATION
PLANNING & BUILDING
Strong-Motion Instrumentation
Account
ACCOUNTING UNIT
11016500
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
1,600
PROPOSED
FY 25-26Code
62120
62300
LINE ITEM RESOURCES
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0
0
0
0
0
0
1,600
6,400
8,000
6,400
8,000
63001 Miscellaneous Operating Expenses 0 0 8,000 8,000
SUBTOTAL COMMODITIES 0 0 8,000 8,000
TOTAL 0 0 16,000 16,000
314
City Council 21 – 327 6/17/2025
SPECIAL REPAIR/DEMOLITION
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53507 Emergency Repair Assessment
TOTAL REVENUES
84,203 48,946 100,000 100,000
100,00084,203 48,946 100,000
EXPENDITURES
12116540 SPECIAL REPAIR/DEMOLITION
TOTAL EXPENDITURES
27,872
27,872
23,023
23,023
100,000
100,000
100,000
100,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 27,872
27,872
23,023
23,023
100,000
100,000
100,000
TOTAL 100,000
315
City Council 21 – 328 6/17/2025
SPECIAL REPAIR/DEMOLITION
PLANNING & BUILDING
SPECIAL REPAIR/DEMOL-PLANNG
Account
ACCOUNTING UNIT
12116002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
100,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Emergency Repair Assessment
SUBTOTAL REVENUES
53507 84,203 48,946 100,000
84,203 48,946 100,000 100,000
TOTAL 84,203 48,946 100,000 100,000
316
City Council 21 – 329 6/17/2025
SPECIAL REPAIR/DEMOLITION
PLANNING & BUILDING
SPECIAL REPAIR/DEMOLITION
Account
ACCOUNTING UNIT
12116540
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
100,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
27,872 23,023 100,000
27,872 23,023 100,000 100,000
TOTAL 27,872 23,023 100,000 100,000
317
City Council 21 – 330 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025 State Grants-Direct
TOTAL REVENUES
245,847 428,743 0
0
0
0245,847 428,743
EXPENDITURES
15816500 SB2 Planning Grants Progrm
15816501 PBA LEAP Program
TOTAL EXPENDITURES
218,556
24,977
63,015 0
0
0
0445,397
243,533 508,412 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
63000
66000
CONTRACTUALS
COMMODITIES
CAPITAL
244,731 491,030 0
0
0
0
0
0
0 17,381
0(1,197)
TOTAL 243,533 508,412 0 0
318
City Council 21 – 331 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
PLANNING & BUILDING
Planning Grants Program Revenue
Account
ACCOUNTING UNIT
15816002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
428,743
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
52025 State Grants-Direct 245,847 0 0
SUBTOTAL REVENUES 245,847 428,743 0 0
TOTAL 245,847 428,743 0 0
319
City Council 21 – 332 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
PLANNING & BUILDING
SB2 Planning Grants Progrm
Account
ACCOUNTING UNIT
15816500
ACTUAL
FY 22-23
ACTUAL
FY 23-24
45,490
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 219,754 0 0
SUBTOTAL CONTRACTUALS 219,754 45,490 0 0
63001
66400
Miscellaneous Operating Expenses 0 17,525 0 0
SUBTOTAL COMMODITIES 0 17,525 0 0
Machinery & Equipment (1,197)0 0 0
SUBTOTAL CAPITAL (1,197)0 0 0
TOTAL 218,556 63,015 0 0
320
City Council 21 – 333 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
PLANNING & BUILDING
PBA LEAP Program
Account
ACCOUNTING UNIT
15816501
ACTUAL
FY 22-23
ACTUAL
FY 23-24
445,541
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 24,977 0 0
SUBTOTAL CONTRACTUALS 24,977 445,541 0 0
63001 Miscellaneous Operating Expenses 0 (144)0 0
SUBTOTAL COMMODITIES 0 (144)0 0
TOTAL 24,977 445,397 0 0
321
City Council 21 – 334 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
PLANNING & BUILDING
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18116013 ARPA - PBA 595,281
595,281
ACTUAL
535,069
535,069
ACTUAL
0
0
0
0TOTAL EXPENDITURES
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24
61000
62000
65000
324,494 68,120 0
0
0
0
0
0
CONTRACTUALS
FIXED CHARGES
254,244
16,543
463,878
3,071
TOTAL 595,281 535,069 0 0
322
City Council 21 – 335 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
PLANNING & BUILDING
ARPA - PBA
ACCOUNTING UNIT
18116013
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
39,778
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 208,428 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Cash Out/Separation
Salaries Overtime
0
1,795
750
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
20,342
47,161
2,850
4,290
8,877
590
Health Insurance 32,824
0
10,953
716Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
11,093
324,494
2,165
68,120
62300 Contract Services-Professional 254,244 463,878 0 0
SUBTOTAL CONTRACTUALS 254,244 463,878 0 0
65100
65105
Insurance Charges 14,402
2,141
2,677
394
0
0
0
0
0
0
Benefits Overhead
SUBTOTAL FIXED CHARGES 16,543 3,071
TOTAL 595,281 535,069 0 0
323
City Council 21 – 336 6/17/2025
This Page Intentionally
Left Blank
324
City Council 21 – 337 6/17/2025
325
City Council 21 – 338 6/17/2025
Public Works Agency
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Accounting Assistant
Administrative Services Manager (MM)
Assistant Engineer**
3
1
20
0
2
1
1
15
1
1
2
10
1
6
2
1
1
1
1
1
1
6
7
1
5
13
1
1
1
2
1
2
9
4
2
1
1
8
1
1
14
6
6
1
1
1
2
8
1
5
1
2
4
1
8
6
1
(1)2
1
19
1
2
0
2
15
0
1
2
10
0
6
2
1
1
1
1
1
1
8
7
1
5
13
1
1
1
2
1
2
9
4
2
1
1
8
1
1
14
7
6
1
1
1
2
8
1
5
1
2
4
1
7
5
1
(1)
1Assistant Fleet Services Technician
Assistant Instrument Technician
Assistant Park and Landscape Planner
Assistant Public Works Maintenance Manager (AM)
Associate Engineer
Associate Park and Landscape Planner
Associate Traffic Operations Engineer*
Building Maintenance Supervisor
Building Maintenance Technician
Community Liaison1
Construction Inspector
Corporate Yard Maintenance Attendant
Data Entry Office Assistant
Deputy City Engineer (MM)
Deputy Public Works Director / City Engineer (MM)
Deputy Public Works Director / Maintenance Services Manager (MM)
Deputy Public Works Director / Parks, Fleet, and Facilities Manager (MM)
Deputy Public Works Director / Water Resources Manager (MM)
Engineering Aide
Engineering Technician
Enterprise Program Manager (AM)
Equipment Operator
Equipment Operator - Water Services***
Executive Director of Public Works (EM)
Executive Secretary (UC)
Facilities Maintenance Manager (AM)
Fleet Parts Specialist
Fleet Services Manager (AM)
Fleet Services Supervisor
Fleet Services Technician II
(1)
1
(1)
(1)
2
Fleet Services Technician III
General Maintenance Assistant
General Maintenance Leader
General Maintenance Supervisor
General Maintenance Worker
Instrument Technician
Lead Accounting Assistant
Maintenance Worker II
Management Aide (UC)
Management Analyst (UC)
1
NPDES Manager
Office Assistant
Park and Landscape Design Manager (MM)
Park Services Inspection Supervisor
Park Services Inspector II
Park Services Superintendent (MM)
Principal Civil Engineer (MM)
Principal Management Analyst (AM)
Public Works Contracts Administrator
Public Works Crew Leader
Public Works Dispatcher
Public Works Projects Manager
Public Works Projects Specialist
Public Works Safety Assistant
(1)
(1)
326
City Council 21 – 339 6/17/2025
Public Works Agency
Position Summary
Authorized Personnel
Public Works Safety Coordinator
FY 24-25 Workforce Changes FY 25-26
1
1
1
1Records Specialist
Right-of-Way Coordinator
Sanitation Inspector II
1
4
(1)0
4
Senior Accounting Assistant
Senior Associate Engineer*
Senior Civil Engineer
Senior Construction Inspector
Senior Engineer (T)
8
5
10
2
5
1
(1)
9
4
10
2
5
Senior Management Analyst (AM)
Senior Office Assistant**
Senior Water Services Supervisor
Solid Waste Enforcement Officer
Stock Clerk
2
9
1
3
2
6
0
3
(3)
(1)
1 1
Storekeeper 1 1
Stores and City Yard Property Specialist
Stormwater Coordinator
1
2
1
2
Street Lighting Maintenance Worker
Street Maintenance Supervisor
Systems Technician
2
3
1
2
3
1
Tree Maintenance Supervisor
Tree Trimmer
1
3
1
3
Water Conservation Specialist
Water Services Crew Leader
Water Services Meter Repairer II
Water Services Production Supervisor
Water Services Quality Coordinator
Water Services Quality Inspector
Water Services Quality Supervisor
Water Services Superintendent
Water Services Supervisor
Water Services Utility Inspector
Water Services Worker II***
Water Systems Electrician
Water Systems Operator II
Water Systems Operator III
1
3
6
1
1
4
1
0
3
2
25
2
6
1
3
6
0
1
4
1
2
3
2
25
2
6
(1)
2
3 3
Authorized Total 332 (6)326
*Job Title Change for FY24-25 Mid-Year Class/Comp Reso #2025-007
**FY24-25 Organizational Change for Mid-Year Report Reso #2025-008
***FY24-25 Organizational Change on April 1, 2025 Reso #2025-010
1 Position reallocated to Citywide Community Liaison and reflected in CMO
GENERAL FUND 90.60
2.00CAPITAL PROJECT FUND
OTHER RESTRICTED FUND
ENTERPRISE FUND
8.50
149.56
72.54
2.80
INTERNAL SERVICE FUND
FEDERAL/STATE GRANTS
TOTAL AUTHORIZED POSITIONS 326.00
327
City Council 21 – 340 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01117017 PWA - SERVICE ENHANCEMENT
01117605 PUB WKS-CITY FCLTIES LIC AGRMT
01117606 PUB WKS DEVELOPMENT ENGINEERING
01117607 PWA SERVICES
4,171,499 6,363,216 6,408,820 4,203,300
360,80055,062 54,020
583,984
0
45,610
550,000
0
582,053 550,000
0 5,617,550
3,303,320
4,942,110
5,359,650
01117611 PWA - Construction Engineering
01117612 CIP ENGINEERING
0
0
1,787,290
500,000
6,477,193
2,404,940
1,400,000
6,620,16001117620 PUB WKS-TRAFFIC/TRANSPORTATION ENGINEERING-
SERVICE ENHANCEMENT
4,261,397
01117621 PUB WKS-Bus Shelter Program – Service Enhancement
01117622 PWA RIGHT-OF-WAY
977,106
40,440
91,715
121,149
0
100,000
750
102,710
01117625 PUB WKS-ROADWAY MARKING/SIGNS
01117626 PUB WKS-SIDEWALKS-SERVICE ENHANCEMENT
596,166 833,712 607,010 610,330
1,000,000
3,173,602
1,500,000
5,189,599
1,100,000
3,293,190
1,102,490
3,654,11001117630 PUB WKS- STREET LIGHT MAINT SVCS
ENHANCEMENT
01117642 PUB WKS-GRAFFITI ABATEMENT PROGRAM 2,085,339
3,807,727
912,773
2,056,046
3,944,747
985,465
2,170,940
4,623,390
1,072,880
2,226,930
4,430,960
1,117,680
01117643 PUB WKS-Pub Works Trees – Service Enhancement
01117644 PUB WKS-CROSSING GUARD-SERVICE
ENHANCEMENT
01117650 PUB WKS-SARTC MAINTENANCE-SERVICE
ENHANCEMENT
423,428 2,386,757 0 0
01117651 PARK MAINTENANCE SERV ENHCMENT
01117652 PWA - PARK SERVICE ENHANCEMENT
01117660 PWA_ Road Maintenance
12,211,063
3,946,604
550,319
15,509,548
4,149,226
2,811,414
13,384,600
4,687,260
3,500,000
12,970,950
4,724,480
3,502,090
TOTAL EXPENDITURES 38,794,577 55,345,083 51,968,800 58,780,210
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
6,491,440
22,885,836
1,248,516
4,140,282
3,007,871
941,432
9,032,528
22,195,757
1,342,918
5,753,854
16,024,649
916,486
11,451,950
23,619,550
1,869,610
6,404,840
7,631,140
912,680
15,060,350
24,448,580
1,352,340
6,485,300
10,391,770
850,820DEBT SERVICE
TRANSFERS 79,200 78,890 79,030 191,050
TOTAL 38,794,577 55,345,083 51,968,800 58,780,210
328
City Council 21 – 341 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117017PWA - SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
181,145
ACTUAL
FY 23-24
ADOPTED
FY 24-25
572,980
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 102,163 248,920
0Salaries Cash Out/Separation
Salaries Overtime
0
61,858
10,349
2,580
46,249
0
1,597
21,005
12,910
1,724
0
50,000
30,950
3,680
50,000
29,440
3,610
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 32,385
994
106,560
2,530
94,080
2,490Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
9,552
311,734
5,866 8,690 19,090
447,630178,644 775,390
62000
62251
62300
62320
62321
Utilities 600,593
0
0
18,104
0
0
0
0Other Agency Services
Contract Services-Professional
Maintenance & Repair Buildings
Maintenance & Repair Improveme
SUBTOTAL CONTRACTUALS
1,304,467
921,383
30,530
1,512,918
545,980
0
1,840,160
500,000
0
1,300,110
600,000
0
2,856,974 2,077,001 2,340,160 1,900,110
63001
63202
63300
Miscellaneous Operating Expenses
Operating Materials & Supplies
Gas & Diesel
1,032
0
145,628
0
477,700
36,910
0
2,700
36,910
2,500981
2,013
1,031
146,659SUBTOTAL COMMODITIES 514,610 42,110
65010
65011
65012
65040
65055
65100
65105
65240
Rental City Equipment 6,356
0
21,218
13,767
316
0
18,090
0
16,370
16,580
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
77
16,730
0
34,130
5,228
23,750
3,310
24,220
3,320Communications- Landlines
Insurance Charges 28,657
1,751
0
17,078
1,110
28,440
1,800
58,990
5,450Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
88,410
181,257
141,270
216,660
188,520
313,45053,571
66200
66220
66400
66510
66511
Buildings & Building Improvements
Improvements Other Than Building
Machinery & Equipment
462,938
198,059
286,210
0
2,483,987
942,511
332,102
0
250,000
930,000
1,132,000
250,000
0
0
1,500,000
0
Computer Software 0
0Computer Software Subscriptions
SUBTOTAL CAPITAL
0 21,055
3,779,655947,207 2,562,000 1,500,000
TOTAL 4,171,499 6,363,216 6,408,820 4,203,300
329
City Council 21 – 342 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117605PUB WKS-CITY FCLTIES LIC AGRMT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
65000
65100
65205
65240
LINE ITEM RESOURCES
Building Rental 0
0
0
0
0
0
334,440
25,370
0
Insurance Charges
Internal Departments Personnel
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
55,062
0
53,320
700
44,300
1,310 990
55,062 54,020 45,610 360,800
TOTAL 55,062 54,020 45,610 360,800
330
City Council 21 – 343 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117606PUB WKS DEVELOPMENT ENGINEERING
Account
Code
ACTUAL
FY 22-23
582,053
ACTUAL
FY 23-24
ADOPTED
FY 24-25
550,000
PROPOSED
FY 25-26LINE ITEM RESOURCES
65205 Internal Departments Personnel
SUBTOTAL FIXED CHARGES
583,984 550,000
582,053 583,984 550,000 550,000
TOTAL 582,053 583,984 550,000 550,000
331
City Council 21 – 344 6/17/2025
GENERAL FUND
PUBLIC WORKS
PWA SERVICES
Account
ACCOUNTING UNIT
01117607
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 0 437,550
SUBTOTAL CONTRACTUALS 0 0 0 437,550
63001 Miscellaneous Operating Expenses 0 0 0 100,000
SUBTOTAL COMMODITIES 0 0 0 100,000
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
0
0
0
0
0
0
0
0
0
3,500,000
1,580,000
5,080,000
TOTAL 0 0 0 5,617,550
332
City Council 21 – 345 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117611PWA - Construction Engineering
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
803,370
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
427,778 1,895,460
0Salaries Cash Out/Separation
Salaries Part-Time
27,338
3,555
100,000
129,000
215,000
88,100
91,990
4,840
155,660
215,000
168,750
43,320
6,240
Salaries Overtime 167,955
40,889
53,394
133
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 9,249 13,500
188,160
7,950
29,860
301,110
18,420
30,860
2,864,680
Health Insurance 89,116
6,772Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
25,200
851,379
43,890
1,685,800
62010
62120
62140
62300
Communications 0
0
0
0
0
8,015
1,058
797
10,000
1,800
4,980
8,200
24,980
10,000
1,800
4,980
2,650
19,430
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
9,176
19,046
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
0
0
0
32,690
10,481
43,171
16,000
22,990
38,990
16,000
22,990
38,990SUBTOTAL COMMODITIES
65000
65010
65011
65012
65040
65055
65100
65105
65240
Building Rental 0
0
0
0
0
0
0
0
0
0
35,880
20,674
0
40,350
44,070
0
0
30,430
20,280
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
760 810
0 47,500
6,610
48,450
6,6500
73,388
4,340
452,170
587,212
143,680
9,100
95,700
8,710Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
227,410
519,530
110,010
320,230
66200
66400
66410
66511
Buildings & Building Improvements
Machinery & Equipment
0
0
0
0
0
144,194
0
0
133,000
0
0
0
Vehicle Purchase 141,369
920
0
Computer Software Subscriptions
SUBTOTAL CAPITAL
2,640 2,640
2,640286,482 135,640
68000 Transfer to Fund 404 (Police Bldg/Ross Annex Debt)0 0 0 57,350
SUBTOTAL TRANSFERS 0 0 0 57,350
TOTAL 0 1,787,290 2,404,940 3,303,320
333
City Council 21 – 346 6/17/2025
GENERAL FUND
PUBLIC WORKS
CIP ENGINEERING
Account
ACCOUNTING UNIT
01117612
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
697,680
PROPOSED
FY 25-26Code
61000
61010
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
316,374 2,405,100
0Salaries Cash Out/Separation
Salaries Part-Time
0
0
100,000
0 151,860
232,680
406,160
5,690
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
20,750
0
0
0
0 0
Medicare Insurance 4,518
54,509
2,203
17,509
415,863
0 37,020
376,590
23,560
130,770
3,769,430
Health Insurance 0
Retiree Health Benefits 0
0Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 797,680
62010
62120
62140
62300
62322
Communications 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
20,000
37,720
14,020
20,190
10,000
101,930
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
0
0
0
0
0
0
0
0
0
59,800
12,010
71,810SUBTOTAL COMMODITIES
65000
65010
65011
65012
65040
65055
65100
65105
65240
65400
Building Rental 0
0
0
0
0
0
0
0
0
0
0
0 18,650
4,630
360
146,930
44,640
2,710
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0 100 0
0 21,630
3,010
47,030
2,980
503,930
0
143,050
19,630
416,080
25,720
136,020
0
0
50,993
3,072
0
Benefits Overhead
Public Works Administrative Ch
Indirect Costs 30,073
84,137SUBTOTAL FIXED CHARGES 602,320 934,780
66511
68000
Computer Software Subscriptions 0 0 0 9,000
SUBTOTAL CAPITAL 0 0 0 9,000
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)0 0 0 55,160
SUBTOTAL TRANSFERS 0 0 0 55,160
TOTAL 0 500,000 1,400,000 4,942,110
334
City Council 21 – 347 6/17/2025
GENERAL FUND
PUBLIC WORKS
PWA RIGHT-OF-WAY
Account
ACCOUNTING UNIT
01117622
ACTUAL
FY 22-23
40,440
ACTUAL
FY 23-24
ADOPTED
FY 24-25
100,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 58,182 100,000
SUBTOTAL CONTRACTUALS 40,440 58,182 100,000 100,000
65240
66220
Public Works Administrative Ch 0 0 0 2,710
SUBTOTAL FIXED CHARGES 0 0 0 2,710
Improvements Other Than Building 0 62,967 0 0
SUBTOTAL CAPITAL 0 62,967 0 0
TOTAL 40,440 121,149 100,000 102,710
335
City Council 21 – 348 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117626PUB WKS-SIDEWALKS-SERVICE ENHANCEMENT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES FY 24-25
1,100,000
1,100,000
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 500,000 1,100,000
0 500,000 1,100,000
65240
66220
Public Works Administrative Ch 0 0 0 2,490
SUBTOTAL FIXED CHARGES 0 0 0 2,490
Improvements Other Than Building 1,000,000 1,000,000 0 0
SUBTOTAL CAPITAL 1,000,000 1,000,000 0 0
TOTAL 1,000,000 1,500,000 1,100,000 1,102,490
336
City Council 21 – 349 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117644PUB WKS-CROSSING GUARD-SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0 0 0 53,410
0Salaries Part-Time 20,655
0
29,632
0
41,510
0Retirement-Employer Normal Cost
Part-Time Retirement
6,320
0763
299
0
1,111
430
0
1,560
600
0
Medicare Insurance 770
Health Insurance 26,640
530Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
0 0 0
1,182
22,900
1,689
32,862
990
44,660
1,440
89,110
62300 Contract Services-Professional 886,109 931,678 999,310 999,310
SUBTOTAL CONTRACTUALS 886,109 931,678 999,310 999,310
65100
65105
65240
Insurance Charges 3,547
217
0
4,919
296
3,240
210
4,790
0Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
15,710
20,925
25,460
28,910
24,470
29,2603,764
TOTAL 912,773 985,465 1,072,880 1,117,680
337
City Council 21 – 350 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117651PARK MAINTENANCE SERV ENHCMENT
Account ACTUAL
FY 22-23
886,480
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
1,169,690
13,510
350,310
65,000
101,540
0
1,014,652
17,872
253,080
66,416
82,037
11,517
9,491
979,190
0Salaries Cash Out/Separation
Salaries Part-Time
19,534
223,948
65,503
60,294
0
282,740
65,000
81,140
0
Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement 7,701 13,140
21,990
220,480
11,300
53,260
2,020,220
13,070
19,210
200,800
9,450
Medicare Insurance 16,158
173,997
1,215
19,239
179,438
10,793
79,923
1,744,459
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
64,900
1,519,730
76,640
1,727,240
62000
62010
62120
62140
62251
62300
62320
Utilities 1,674,569
25,421
1,552,093
31,587
1,514,100
34,700
1,522,700
26,100Communications
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services
9,060 9,938 10,000 10,000
5,152 5,726 5,000 5,000
64,202 103,956
2,161,150
5,501,147
9,365,598
70,000 70,000
Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
172,739
6,224,220
8,175,363
1,978,300
4,802,860
8,414,960
1,868,300
5,181,390
8,683,490
63001
63200
63300
Miscellaneous Operating Expenses
Operating Materials & Supplies
Gas & Diesel
53,443
765,577
67,470
205,760
621,018
75,313
200,000
775,000
70,000
90,000
700,000
70,000
SUBTOTAL COMMODITIES 886,489 902,092 1,045,000 860,000
65000
65010
65011
65012
65020
65040
65055
65100
65105
65240
Building Rental 543,870
318,595
11,514
5,866
543,870
313,642
31,216
611,580
251,610
56,340
0
314,680
111,650
81,050
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
6,168 1,730
107,560
61,350
0
107,600
68,260
142,330
65,310
155,460
73,890IT Maintenance Charge
Communications- Landlines
Insurance Charges
10,456 9,090 10,140
194,700
11,898
0
223,000
14,019
174,360
11,040
253,950
17,650Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
330,760
1,648,991
435,630
1,759,020
629,210
1,647,6801,255,353
66200
66220
66400
66511
Buildings & Building Improvements
Improvements Other Than Building
Machinery & Equipment
0
245,964
71,139
114
0
1,116,205
680,323
1,780
100,000 0
00
0 0
Computer Software Subscriptions
SUBTOTAL CAPITAL
500 16,970
16,970317,216 1,798,308 100,500
67003 Loan Payment-OBF 56,911 50,100 44,900 35,570
SUBTOTAL DEBT SERVICE 56,911 50,100 44,900 35,570
TOTAL 12,211,063 15,509,548 13,384,600 12,970,950
338
City Council 21 – 351 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117652PWA - PARK SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
806,642
ACTUAL
FY 23-24
ADOPTED
FY 24-25
980,370
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 828,104 1,027,530
0Salaries Cash Out/Separation
Salaries Overtime
5,256
72,885
59,070
12,138
197,212
0
67,238
92,631
0
0 0
Retirement-Employer Normal Cost
Medicare Insurance
82,056 107,670
14,200
295,560
9,680
108,880
14,870
265,080
10,150
41,880
1,468,390
13,609
Health Insurance 207,464
7,873Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
46,579
1,199,782
47,286 38,690
1,446,1701,346,260
62300
62320
Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
0
2,598,547
2,598,547
25,986
2,279,994
2,305,980
0
2,831,250
2,831,250
150,000
2,681,250
2,831,250
65000
65010
65012
65040
65055
65100
65105
65240
Building Rental 0 0
30,942
692
0
0
10,500
0Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0 0 0
0
0
68,260
10,456
137,710
8,296
71,240
9,920
126,660
8,020
194,000
409,840
78,730
10,810
125,980
14,160
184,660
424,840
139,736
8,540
0
Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
201,360
457,716148,275
66220
66400
66511
Improvements Other Than Building
Machinery & Equipment
0
0
0
0
1,558
37,653
59
0
0
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 39,270
TOTAL 3,946,604 4,149,226 4,687,260 4,724,480
339
City Council 21 – 352 6/17/2025
GENERAL FUND
PUBLIC WORKS
PWA_ Road Maintenance
Account
ACCOUNTING UNIT
01117660
ACTUAL
FY 22-23
508,394
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 0
SUBTOTAL CONTRACTUALS 508,394 0 0 0
65240
66220
Public Works Administrative Ch 0 0 0 2,090
SUBTOTAL FIXED CHARGES 0 0 0 2,090
Improvements Other Than Building 41,925 2,811,414 3,500,000 3,500,000
SUBTOTAL CAPITAL 41,925 2,811,414 3,500,000 3,500,000
TOTAL 550,319 2,811,414 3,500,000 3,502,090
340
City Council 21 – 353 6/17/2025
GENERAL FUND
PUBLIC WORKS
PUB WKS REVENUES
Account
ACCOUNTING UNIT
01117002
ACTUAL
FY 22-23
19,641
ACTUAL
FY 23-24
ADOPTED
FY 24-25
19,800
PROPOSED
FY 25-26Code
51608
51609
51703
51704
51709
53741
53747
56000
56305
57000
57010
57071
57791
57797
57991
59000
LINE ITEM RESOURCES
News box Permit Fees 19,534 5,000
0Outdoor Dining Permits 1,529
49,728
1,498,648
0
885
49,369
1,403,367
0
0
Sewer Construction Permits
Street Construction Permits
CIP Construction Permit Oversight Deposit
Small Cell Compliance Inspection Fee
Honorary Street Naming App-Fabrication & Install
Charges To Departments
50,000 55,000
1,420,000
58,000
45,000
0
1,400,000
0
28,649
1,562
0
38,111
3,124
45,000
0
0 0 6,125,000
0Engineering Service Charge
Expense Reimbursement
56,065
0
17,720
1,225
0
0 0
Miscellaneous Recoveries
Sale of Land
878,889
0
7,668 0 0
4,800 0 0
Overhead-Water 4,537,900
0
4,537,900
0
4,537,900
100,000
5,300
10,000
6,168,000
1,678,600
100,000
5,300
10,000
9,501,900
PWA Digital Billboards/Banners
Miscellaneous Receipts 6,701
0
5,114
Transfer From Fund 029-Gax Tax
SUBTOTAL REVENUES
10,000
6,098,8177,079,311
TOTAL 7,079,311 6,098,817 6,168,000 9,501,900
341
City Council 21 – 354 6/17/2025
GENERAL FUND
PUBLIC WORKS
PUB WKS-TRAFFIC/TRANSPORTATION ENGINEERING-SERVICE ENHANCEMENT
ACCOUNTING UNIT
01117620
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES
Salaries Regular
FY 24-25
1,654,900
258,460
0
61000
61020
61040
61100
61110
61120
61130
61170
61180
1,441,162
175,196
14,109
93,314
6,482
1,888,725
220,932
67,200
1,744,120
248,610
0
Salaries Part-Time
Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
148,985
8,285
129,250
9,690
139,010
20,970
28,850
244,830
16,790
86,930
2,530,110
Medicare Insurance 22,419
188,267
2,098
31,418 27,670
243,760
15,820
77,530
2,417,080
Health Insurance 239,167
18,868Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
93,093
2,036,141
118,212
2,741,790
62010
62120
62140
62300
62321
Communications 18,912
17,134
18,365
21,535
8,616
7,800
5,500
7,800
5,500Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Improveme
SUBTOTAL CONTRACTUALS
7,910 5,500 5,500
247,110
790,452
1,081,518
212,724
0
1,613,190
0
1,613,190
0
261,240 1,631,990 1,631,990
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
80,363
8,407
44,728
12,446
57,174
50,000
0
18,420
0
SUBTOTAL COMMODITIES 88,770 50,000 18,420
65000
65010
65011
65012
65040
65055
65100
65105
65240
Building Rental 181,100
77,808
10,644
2,124
181,100
84,254
203,650
0
125,940
62,210
23,290
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
17,740 23,220
2,4302,205
63,020
0
69,510 72,550
10,100
253,800
16,070
522,300
1,104,120
80,060
10,990
281,430
14,400
219,770
818,090
10,648
279,278
17,067
328,600
959,642
344,123
20,726Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
284,180
1,014,486
66220
66400
66511
Improvements Other Than Building
Machinery & Equipment
12,972 2,286,322
31,709
1,300,000
0
250,000
00
0Computer Software Subscriptions
SUBTOTAL CAPITAL
2,429 32,500
1,332,500
32,500
282,50012,972 2,320,460
67200
67210
Principal-Leases 2,825
329
2,914
240
5,440
0
0
0
0
Interest-Leases
SUBTOTAL DEBT SERVICE 3,154 3,154 5,440
68000 Transfer to Fund 404 (Police Bldg/Ross Annex Debt)79,200 78,890 79,030 78,540
SUBTOTAL TRANSFERS 79,200 78,890 79,030 78,540
TOTAL 4,261,397 6,477,193 6,620,160 5,359,650
342
City Council 21 – 355 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117621PUB WKS-Bus Shelter Program – Service Enhancement
Account
Code
ACTUAL
FY 22-23
796,622
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
91,715 0 0
796,622 91,715 0 0
65240
66220
Public Works Administrative Ch 0 0 0 750
SUBTOTAL FIXED CHARGES 0 0 0 750
Improvements Other Than Building 180,484 0 0 0
SUBTOTAL CAPITAL 180,484 0 0 0
TOTAL 977,106 91,715 0 750
343
City Council 21 – 356 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117625PUB WKS-ROADWAY MARKING/SIGNS
Account
Code
ACTUAL
FY 22-23
561,356
ACTUAL
FY 23-24
ADOPTED
FY 24-25
543,000
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
809,168 543,000
561,356 809,168 543,000 543,000
63001
65240
Miscellaneous Operating Expenses 27,609 10,124 50,000 50,000
SUBTOTAL COMMODITIES 27,609 10,124 50,000 50,000
Public Works Administrative Ch 7,200 14,420 14,010 17,330
SUBTOTAL FIXED CHARGES 7,200 14,420 14,010 17,330
TOTAL 596,166 833,712 607,010 610,330
344
City Council 21 – 357 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117630PUB WKS- STREET LIGHT MAINT SVCS ENHANCEMENT
Account ACTUAL
FY 22-23
180,503
ACTUAL
FY 23-24
ADOPTED
FY 24-25
198,810
PROPOSED
FY 25-26Code
61000
61040
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 215,441 191,220
0Salaries Overtime 4,535
12,505
3,367
4,497
17,938
4,127
0
23,510
2,880
Retirement-Employer Normal Cost
Medicare Insurance
22,630
2,770
48,600
1,920
9,220
276,360
Health Insurance 42,933
40
50,686
1,820
49,690
1,980Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
10,438
254,320
11,976
306,485
8,660
285,530
62000
62120
62140
62300
62321
Utilities 1,235,739
0
1,568,832
577
1,400,000
0
1,800,000
0Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Improveme
SUBTOTAL CONTRACTUALS
0 65 0 0
104,148
377,010
1,716,897
500,826
218,985
2,289,286
24,000
470,000
1,894,000
24,000
470,000
2,294,000
63001 Miscellaneous Operating Expenses 123,583 56,041 70,000 70,000
SUBTOTAL COMMODITIES 123,583 56,041 70,000 70,000
65010
65011
65012
65040
65055
65100
65105
65240
Rental City Equipment 0
0
1,184
0
43,790
0
5,400
5,210Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
0 42 0 51,770
12,350
1,700
11,160
0
11,600
1,778
34,876
2,101
120,490
172,071
12,110
1,690
28,340
1,800
96,120
183,850
Communications- Landlines
Insurance Charges 31,313
1,914
136,900
181,286
28,750
2,220Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
91,100
198,500
66220
66400
Improvements Other Than Building
Machinery & Equipment
17,614
0
1,422,835
81,114
0
0
0
0
0
0SUBTOTAL CAPITAL 17,614 1,503,949
67003
67004
67110
Loan Payment-OBF
Debt Service
97,352
602,145
180,406
879,903
79,218
622,196
160,354
861,768
77,260
782,550
0
32,700
664,320
118,230
815,250
Interest-Debt Services
SUBTOTAL DEBT SERVICE 859,810
TOTAL 3,173,602 5,189,599 3,293,190 3,654,110
345
City Council 21 – 358 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117642PUB WKS-GRAFFITI ABATEMENT PROGRAM
Account ACTUAL
FY 22-23
52,000
ACTUAL
FY 23-24
ADOPTED
FY 24-25
60,090
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 60,397 46,770
27,290
0
Salaries Part-Time 0
3,089
5,602
0
0
(1,985)
7,019
0
27,020
0Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
7,350
1,010
1,260
14,270
600
5,530
1,020
1,070
17,310
470
Medicare Insurance 833 1,006
14,037
456
Health Insurance 12,258
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,126
76,908
3,347
84,277
2,490
114,090
3,250
102,710
62010
62012
62300
Communications 0
0
763
0
0
0
0
820Cellular Phone Charges
Contract Services-Professional
SUBTOTAL CONTRACTUALS
1,901,818
1,901,818
1,872,771
1,873,534
1,983,000
1,983,000
2,039,800
2,040,620
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
1,605
0
239
519
757
2,000
500
2,000
500
SUBTOTAL COMMODITIES 1,605 2,500 2,500
65010
65011
65012
65040
65055
65100
65105
65240
Rental City Equipment 0
0
2,926
0
0
2,450
0
4,870
2,240
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
0 147
3,630
0
3,700
566
3,860
540
3,940
540Communications- Landlines
Insurance Charges 9,379
573
9,749
587
8,170
520
10,370
710Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
24,400
37,982
44,510
62,185
55,710
71,250
58,170
80,840
66400
66511
Machinery & Equipment 67,025
0
35,233
59
0
100
100
0
260
260
Computer Software Subscriptions
SUBTOTAL CAPITAL 67,025 35,292
TOTAL 2,085,339 2,056,046 2,170,940 2,226,930
346
City Council 21 – 359 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117643PUB WKS-Pub Works Trees – Service Enhancement
Account ACTUAL
FY 22-23
698,468
ACTUAL
FY 23-24
ADOPTED
FY 24-25
971,040
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 782,160 975,610
44,150
65,150
255,000
99,040
2,440
Salaries Cash Out/Separation
Salaries Part-Time
7,657
18,047
95,239
56,619
665
6,058
0
121,140
61,290
Salaries Overtime 245,437
78,641
0
255,000
102,300
2,300
Retirement-Employer Normal Cost
Part-Time Retirement
Medicare Insurance 10,873
140,914
0
12,171
155,046
7,225
14,930 15,080
276,240
9,590
Health Insurance 293,400
9,560Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
41,444
1,069,926
43,771
1,330,510
34,370 42,390
1,784,6901,865,330
62010
62120
62140
62300
62321
62322
Communications 7,954
410
6,146
350
0
2,600
9,000
2,600Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Improveme
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
1,071 0 2,600 2,600
1,728,600
22,937
827
1,581,951
24,112
769
1,699,100
50,000
1,699,100
50,000
2,600 2,600
1,761,799 1,613,329 1,756,900 1,765,900
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
50,146
68,299
60,746
66,155
51,750
46,760
98,510
51,750
46,760
98,510SUBTOTAL COMMODITIES 118,445 126,901
65010
65011
65012
65020
65040
65055
65100
65105
65240
Rental City Equipment 215,850
66,945
6,137
230,988
130,923
5,955
275,890
178,890
4,520
154,440
163,260
0
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental 25,620
72,510
0
25,600
79,640
12,199
127,475
7,679
33,910
83,120
11,570
112,510
7,120
37,110
84,790
11,640
133,300
15,250
181,670
781,460
IT Maintenance Charge
Communications- Landlines
Insurance Charges 124,333
7,598Benefits Overhead
Public Works Administrative Ch
SUBTOTAL FIXED CHARGES
337,100
856,093
251,990
872,449
192,190
899,720
66511 Computer Software Subscriptions 0 94 400 400
SUBTOTAL CAPITAL 0 94 400 400
67200
67210
Principal-Leases 1,312
153
1,353
112
2,530
0
0
0
0
Interest-Leases
SUBTOTAL DEBT SERVICE 1,464 1,464 2,530
TOTAL 3,807,727 3,944,747 4,623,390 4,430,960
347
City Council 21 – 360 6/17/2025
GENERAL FUND
PUBLIC WORKS ACCOUNTING UNIT
01117650PUB WKS-SARTC MAINTENANCE-SERVICE ENHANCEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66200
66220
LINE ITEM RESOURCES
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
153,294 2,160,365
226,392
0
0
0
0
0
0
270,134
423,428 2,386,757
TOTAL 423,428 2,386,757 0 0
348
City Council 21 – 361 6/17/2025
SPECIAL GAS TAX
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52300
52301
52302
52320
52321
56300
58000
58002
58005
HWY User Tax Allocation (2105)
HWY User Tax Allocation (2106)
HWY User Tax Allocation (2107)
HWY User Tax Allocation (2103) State TCRF
Road Maintenance & Rehab Acct RMRA
Engineering Cost Allocation
1,778,135 1,888,828 1,959,380 1,978,490
1,259,010
2,700,180
2,828,360
8,154,320
10,000
0
1,123,143
2,421,806
2,521,029
6,927,578
10,525
1,211,523
2,555,292
2,887,712
8,010,457
10,000
387,973
0
86,720
2,672,090
2,928,400
8,039,480
10,000
0Earning On Investments 262,105
(949,028)
5
Net Increase (Decrease) In Fai
Investment Income-Trustee
0 0
5 0 0
TOTAL REVENUES 14,095,298 16,951,790 15,696,070 16,930,360
EXPENDITURES
02917019 GAS TAX INTERFUND TRANSFER
02917021 2019 GAS TAX REV REFUND BONDS
02917620 TRAFFIC SIGNAL MAINTENANCE
02917635 MEDIAN LANDSCAPING
5,463,414
3,239,950
1,235,654
992,761
11,252,812
3,232,150
1,659,845
1,826,004
1,995,322
8,049,480
3,237,030
2,318,740
1,185,780
1,385,960
11,589,320
3,228,030
2,201,100
1,386,300
1,961,78002917660 ROADWAY MAINTENANCE
TOTAL EXPENDITURES
1,137,119
12,068,899 19,966,132 16,176,990 20,366,530
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
586,561
1,989,444
1,951
86,624
4,350,565
1,076
816,670 865,680
4,222,660
4,600
3,572,660
4,600
398,163
364,012
3,236,500
5,492,268
271,238 474,680
0
429,980
0751,825
DEBT SERVICE
TRANSFERS
3,229,875
11,274,929
3,234,630
8,073,750
3,225,630
11,617,980
TOTAL 12,068,899 19,966,132 16,176,990 20,366,530
349
City Council 21 – 362 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS ACCOUNTING UNIT
029170212019 GAS TAX REV REFUND BONDS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
1,200
PROPOSED
FY 25-26Code
62300
62401
LINE ITEM RESOURCES
Contract Services-Professional
Trustee Fee
2,350 1,175 1,200
1,200
2,400
1,100 1,100 1,200
SUBTOTAL CONTRACTUALS 3,450 2,275 2,400
67300
67310
Bond Principal 1,400,000
1,836,500
3,236,500
1,465,000
1,764,875
3,229,875
1,545,000
1,689,630
3,234,630
1,615,000
1,610,630
3,225,630
Bond Interest
SUBTOTAL DEBT SERVICE
TOTAL 3,239,950 3,232,150 3,237,030 3,228,030
350
City Council 21 – 363 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS
SPECIAL GAS TAX FUND
Account
ACCOUNTING UNIT
02917002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52300
52301
52302
52320
52321
56300
58000
58002
58005
LINE ITEM RESOURCES FY 24-25
1,959,380
86,720
2,672,090
2,928,400
8,039,480
10,000
0
HWY User Tax Allocation (2105)
HWY User Tax Allocation (2106)
HWY User Tax Allocation (2107)
HWY User Tax Allocation (2103) State TCRF
Road Maintenance & Rehab Acct RMRA
Engineering Cost Allocation
1,778,135 1,888,828
1,211,523
2,555,292
2,887,712
8,010,457
10,000
1,978,490
1,259,010
2,700,180
2,828,360
8,154,320
10,000
0
1,123,143
2,421,806
2,521,029
6,927,578
10,525
Earning On Investments 262,105
(949,028)
5
387,973
0Net Increase (Decrease) In Fai
Investment Income-Trustee
0 0
5 0 0
SUBTOTAL REVENUES 14,095,298 16,951,790 15,696,070 16,930,360
TOTAL 14,095,298 16,951,790 15,696,070 16,930,360
351
City Council 21 – 364 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS ACCOUNTING UNIT
02917019GAS TAX INTERFUND TRANSFER
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
68000
68000
68000
LINE ITEM RESOURCES
Transfer to Fund 011 0 10,000 0 10,000
11,579,320
0
Transfer to Fund 059 5,453,414
10,000
11,242,812
0
8,039,480
10,000Transfer to Fund 086
SUBTOTAL TRANSFERS 5,463,414 11,252,812 8,049,480 11,589,320
TOTAL 5,463,414 11,252,812 8,049,480 11,589,320
352
City Council 21 – 365 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS ACCOUNTING UNIT
02917620TRAFFIC SIGNAL MAINTENANCE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
573,750
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 357,292 17,310 549,430
0Salaries Overtime 7,934
19,328
53,232
5,083
0
832
0
39,620
32,510
8,280
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
52,080
31,920
7,950
1,087
337
Health Insurance 27,268
80
1,567
1,303
1,457
23,891
71,320
5,440
76,920
5,360Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
21,193
491,411
17,140
748,060
13,620
737,280
62000
62300
62321
Utilities 13,635
203,847
197,939
415,421
296,968
65,090
200,000
253,800
200,000
253,800Contract Services-Professional
Maintenance & Repair Improveme
SUBTOTAL CONTRACTUALS
1,047,162
1,409,220
709,660 709,660
1,163,460 1,163,460
63001 Miscellaneous Operating Expenses 543 1,076 3,000 3,000
SUBTOTAL COMMODITIES 543 1,076 3,000 3,000
65020
65040
65055
65100
65105
65240
65400
City Yard Rental 7,780
22,310
0
7,800
23,210
3,555
10,300
24,220
3,370
11,260
24,710
3,390
IT Maintenance Charge
Communications- Landlines
Insurance Charges 63,580
3,885
4,219 56,100
3,550
41,610
0Benefits Overhead 253
Public Works Administrative Ch
Indirect Costs
59,400
147,513
304,468
59,400
108,964
207,401
68,400
218,250
384,190
94,890
97,860
273,720SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 23,811 18,256 20,030 23,640
SUBTOTAL TRANSFERS 23,811 18,256 20,030 23,640
TOTAL 1,235,654 1,659,845 2,318,740 2,201,100
353
City Council 21 – 366 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS
MEDIAN LANDSCAPING
Account
ACCOUNTING UNIT
02917635
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
22,160
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 33,360 20,695 46,490
1,040
0
Salaries Cash Out/Separation
Salaries Overtime
0
943
0
(1,255)
1,043
1,362
380
1,250
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
939 2,710
2,390
320
5,500
1,920
670
2,176
487
Health Insurance 1,198
0
960 3,540
220
7,080
460Retiree Health Benefits 367
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
1,895
40,997
1,270
24,822
1,600
34,190
970
64,130
62000
62300
62320
Utilities 135,990
95,055
544,920
366,506
82,800
150,000
82,800
150,000Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
679,866
910,912
857,265 874,000 1,024,000
1,256,8001,768,692 1,106,800
65040
65055
65100
65105
65240
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,790
0
1,420
218
1,480
210
1,510
210
5,685
347
3,698
223
5,240
330
2,960
270Benefits Overhead
Public Works Administrative Ch
Indirect Costs
17,400
12,109
38,331
17,400
7,602
30,560
26,980
8,430
42,670
30,360
27,550
62,860SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 2,521 1,930 2,120 2,510
SUBTOTAL TRANSFERS 2,521 1,930 2,120 2,510
TOTAL 992,761 1,826,004 1,185,780 1,386,300
354
City Council 21 – 367 6/17/2025
SPECIAL GAS TAX
PUBLIC WORKS
ROADWAY MAINTENANCE
Account
ACCOUNTING UNIT
02917660
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
22,160
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 38,105 26,647 46,490
1,040
0
Salaries Cash Out/Separation
Salaries Overtime
0
4,704
1,563
3,625
640
0
4,285
1,377
1,799
450
1,250
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
2,710
2,390
320
5,500
1,920
680
Health Insurance 3,076
0
1,776
156
3,540
220
7,080
470Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,440
54,152
1,422
37,911
1,830
34,420
1,090
64,270
62300
63001
Contract Services-Professional 659,662 1,170,379 1,300,000 1,800,000
SUBTOTAL CONTRACTUALS 659,662 1,170,379 1,300,000 1,800,000
Miscellaneous Operating Expenses 1,408 0 1,600 1,600
SUBTOTAL COMMODITIES 1,408 0 1,600 1,600
65040
65055
65100
65105
65205
65240
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,790
0
1,420
218
1,480
210
1,510
210
7,320
447
4,140
249
5,980
380
3,360
0Benefits Overhead
Internal Departments Personnel
Public Works Administrative Ch
Indirect Costs
11,977
17,000
15,829
55,363
0 0 0
17,000
10,249
33,277
31,340
8,430
47,820
37,320
51,000
93,400SUBTOTAL FIXED CHARGES
66220
68001
Improvements Other Than Building 364,012 751,825 0 0
SUBTOTAL CAPITAL 364,012 751,825 0 0
POB Misc Xfer to Fund 406 2,521 1,930 2,120 2,510
SUBTOTAL TRANSFERS 2,521 1,930 2,120 2,510
TOTAL 1,137,119 1,995,322 1,385,960 1,961,780
355
City Council 21 – 368 6/17/2025
PROP 1B BOND ACT OF 2006
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
1,539
1,539
2,074
2,074
0
0
0
0
356
City Council 21 – 369 6/17/2025
PROP 1B BOND ACT OF 2006
PUBLIC WORKS
PROP 1B BOND OF 2006
Account
ACCOUNTING UNIT
03017002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
58000 Earning On Investments 1,539 2,074 0 0
SUBTOTAL REVENUES 1,539 2,074 0 0
TOTAL 1,539 2,074 0 0
357
City Council 21 – 370 6/17/2025
AIR QUALITY IMPR. (AB 2766)
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52350
52351
58000
AQMD AB2766 516,168 302,232 407,200 390,790
0MSRC Reiumbursement
Earning On Investments
TOTAL REVENUES
577,489
20,375
74,591
15,701
0
10,000 10,000
1,114,032 392,524 417,200 400,790
EXPENDITURES
03117101 FLEET SVCS-AIR QUALITY IMPROV
03117102 FLEET SVCS-MSRC PROGRAM
TOTAL EXPENDITURES
1,193,847
17,500
404,149
116,939
70,000
0
49,890
0
1,211,347 521,088 70,000 49,890
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 1,211,347
1,211,347
521,088
521,088
70,000
70,000
49,890
TOTAL 49,890
358
City Council 21 – 371 6/17/2025
AIR QUALITY IMPR. (AB 2766)
PUBLIC WORKS ACCOUNTING UNIT
03117002FLEET SVCS-AIR QUALITY IMPROV
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
407,200
PROPOSED
FY 25-26Code
52350
52351
58000
LINE ITEM RESOURCES
AQMD AB2766 516,168
577,489
20,375
302,232 390,790
0MSRC Reiumbursement
Earning On Investments
SUBTOTAL REVENUES
74,591
15,701
0
10,000 10,000
400,7901,114,032 392,524 417,200
TOTAL 1,114,032 392,524 417,200 400,790
359
City Council 21 – 372 6/17/2025
AIR QUALITY IMPR. (AB 2766)
PUBLIC WORKS ACCOUNTING UNIT
03117101FLEET SVCS-AIR QUALITY IMPROV
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66220
66400
LINE ITEM RESOURCES
Improvements Other Than Building
Machinery & Equipment
1,036,223
157,625
0 0 0
49,890
49,890
404,149 70,000
SUBTOTAL CAPITAL 1,193,847 404,149 70,000
TOTAL 1,193,847 404,149 70,000 49,890
360
City Council 21 – 373 6/17/2025
AIR QUALITY IMPR. (AB 2766)
PUBLIC WORKS ACCOUNTING UNIT
03117102FLEET SVCS-MSRC PROGRAM
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Machinery & Equipment
SUBTOTAL CAPITAL
66400 17,500 116,939 0 0
17,500 116,939 0 0
TOTAL 17,500 116,939 0 0
361
City Council 21 – 374 6/17/2025
MEASURE M-STREET CONSTRUCTION
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52040
52332
52333
57004
57960
58000
Grant-Other 21,506 0 0
0
0
Measure M2 Competitive
Measure M2 Local Fairshare
Expense Reimbursement-OCTA
Rental Of Property
84,029
6,210,093
505,466
488
1,939,457
6,173,856
354,764
0
8,289,700
6,962,060 6,338,620
0
0
0
0
0
0Earning On Investments
TOTAL REVENUES
18,459 20,510
6,840,041 8,488,588 6,962,060 14,628,320
EXPENDITURES
03217661 OCTA TRANSITWAY PROJECT - MOS3
03217662 MEASURE M2 LOCAL FAIRSHARE ST
03217663 MEASURE M2 COMPETITIVE STREET
03217664 OCTA OC STREETCAR ACCOUNT
TOTAL EXPENDITURES
21,807
4,311,017
7,180,298
223,380
0
6,046,698
2,994,464
204,087
0 0
8,222,510
8,289,700
0
6,722,280
0
0
11,736,502 9,245,249 6,722,280 16,512,210
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 11,736,502 9,245,249
9,245,249
6,722,280
6,722,280
16,512,210
TOTAL 11,736,502 16,512,210
362
City Council 21 – 375 6/17/2025
MEASURE M-STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
03217002MEASURE M-STREET CONSTRUCTION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52040
52332
52333
57004
57960
58000
LINE ITEM RESOURCES
Grant-Other 21,506 0 0
0
0
Measure M2 Competitive
Measure M2 Local Fairshare
Expense Reimbursement-OCTA
Rental Of Property
84,029
6,210,093
505,466
488
1,939,457
6,173,856
354,764
0
8,289,700
6,962,060 6,338,620
0 0
0
0
0
0Earning On Investments
SUBTOTAL REVENUES
18,459 20,510
6,840,041 8,488,588 6,962,060 14,628,320
TOTAL 6,840,041 8,488,588 6,962,060 14,628,320
363
City Council 21 – 376 6/17/2025
MEASURE M-STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
03217661OCTA TRANSITWAY PROJECT - MOS3
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 21,807 0 0 0
21,807 0 0 0
TOTAL 21,807 0 0 0
364
City Council 21 – 377 6/17/2025
MEASURE M-STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
03217662MEASURE M2 LOCAL FAIRSHARE ST
Account
Code
ACTUAL
FY 22-23
ACTUAL ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 23-24
6,046,698
6,046,698
FY 24-25
6,722,280
6,722,280
66220 4,311,017 8,222,510
4,311,017 8,222,510
TOTAL 4,311,017 6,046,698 6,722,280 8,222,510
365
City Council 21 – 378 6/17/2025
MEASURE M-STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
03217663MEASURE M2 COMPETITIVE STREET
Account ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land
FY 23-24
1,032,805
1,961,659
2,994,464
5,392,034
1,788,265
7,180,298
0
0
0
0
8,289,700
8,289,700
Improvements Other Than Building
SUBTOTAL CAPITAL
TOTAL 7,180,298 2,994,464 0 8,289,700
366
City Council 21 – 379 6/17/2025
MEASURE M-STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
03217664OCTA OC STREETCAR ACCOUNT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
204,087
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 223,380 0 0
223,380 204,087 0 0
TOTAL 223,380 204,087 0 0
367
City Council 21 – 380 6/17/2025
NEW TRANSPO SYS IMPR AREA B
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50300
58000
Transportation System Improvement Fee
Earning On Investments
539 0 0
0
0
05,758 7,761
TOTAL REVENUES 6,298 7,761 0 0
368
City Council 21 – 381 6/17/2025
NEW TRANSPO SYS IMPR AREA B
PUBLIC WORKS ACCOUNTING UNIT
03317002NEW TRANSPO SYS IMPR AREA B
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50300
58000
LINE ITEM RESOURCES
Transportation System Improvement Fee
Earning On Investments
539
5,758
6,298
0 0
0
0
0
0
0
7,761
SUBTOTAL REVENUES 7,761
TOTAL 6,298 7,761 0 0
369
City Council 21 – 382 6/17/2025
NEW TRANSPO SYS IMPR AREA E
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50300
57960
58000
Transportation System Improvement Fee
Rental Of Property
172,122 45,852 0
0
0
0
0
0
54,163
15,753
0
Earning On Investments
TOTAL REVENUES
23,261
242,038 69,113 0 0
EXPENDITURES
03417660 NEW TRANSPO SYS IMPR AREA E
TOTAL EXPENDITURES
6,900
6,900
2,617
2,617
242,030
242,030
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 6,900
6,900
2,617
2,617
242,030
242,030
0
TOTAL 0
370
City Council 21 – 383 6/17/2025
NEW TRANSPO SYS IMPR AREA E
PUBLIC WORKS ACCOUNTING UNIT
03417002NEW TRANSPO SYS IMPR AREA E
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50300
57960
58000
LINE ITEM RESOURCES
Transportation System Improvement Fee
Rental Of Property
172,122
54,163
15,753
242,038
45,852 0
0
0
0
0
0
0
0
0
23,261
69,113
Earning On Investments
SUBTOTAL REVENUES
TOTAL 242,038 69,113 0 0
371
City Council 21 – 384 6/17/2025
NEW TRANSPO SYS IMPR AREA E
PUBLIC WORKS ACCOUNTING UNIT
03417660NEW TRANSPO SYS IMPR AREA E
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land (344)
7,244
6,900
0 0 0
0
0
Improvements Other Than Building
SUBTOTAL CAPITAL
2,617 242,030
2,617 242,030
TOTAL 6,900 2,617 242,030 0
372
City Council 21 – 385 6/17/2025
NEW TRANSPO SYS IMPR AREA F
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50300
58000
Transportation System Improvement Fee
Earning On Investments
147,278 625,916 0
0
0
017,953 31,386
TOTAL REVENUES 165,231 657,302 0 0
EXPENDITURES
03517660 NEW TRANSPO SYS IMPR AREA F
TOTAL EXPENDITURES
192,218
192,218
219,161
219,161
170,310
170,310
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 192,218
192,218
219,161
219,161
170,310
170,310
0
TOTAL 0
373
City Council 21 – 386 6/17/2025
NEW TRANSPO SYS IMPR AREA F
PUBLIC WORKS ACCOUNTING UNIT
03517002NEW TRANSPO SYS IMPR AREA F
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50300
58000
LINE ITEM RESOURCES
Transportation System Improvement Fee
Earning On Investments
147,278
17,953
625,916 0
0
0
0
0
0
31,386
SUBTOTAL REVENUES 165,231 657,302
TOTAL 165,231 657,302 0 0
374
City Council 21 – 387 6/17/2025
NEW TRANSPO SYS IMPR AREA F
PUBLIC WORKS ACCOUNTING UNIT
03517660NEW TRANSPO SYS IMPR AREA F
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land 48,423
143,795
192,218
154,567 0 0
0
0
Improvements Other Than Building
SUBTOTAL CAPITAL
64,594 170,310
219,161 170,310
TOTAL 192,218 219,161 170,310 0
375
City Council 21 – 388 6/17/2025
TRANSP SYS IMPR AREA A-2
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
7,005 9,439 0
0
0
07,005 9,439
EXPENDITURES
04117660 TRANS. SYSTEM IMPR. AREA A-2
TOTAL EXPENDITURES
0
0
0
0
0
0
716,000
716,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 0 716,000
TOTAL 0 0 0 716,000
376
City Council 21 – 389 6/17/2025
TRANSP SYS IMPR AREA A-2
PUBLIC WORKS ACCOUNTING UNIT
04117002TRANS. SYSTEM IMPR. AREA A-2
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 7,005 9,439 0 0
7,005 9,439 0 0
TOTAL 7,005 9,439 0 0
377
City Council 21 – 390 6/17/2025
TRANSP SYS IMPR AREA A-2
PUBLIC WORKS ACCOUNTING UNIT
04117660TRANS. SYSTEM IMPR. AREA A-2
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 0 0 716,000
0 0 0 716,000
TOTAL 0 0 0 716,000
378
City Council 21 – 391 6/17/2025
TRANSPO SYS IMPR AREA B
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
96
96
129
129
0
0
0
0
379
City Council 21 – 392 6/17/2025
TRANSPO SYS IMPR AREA B
PUBLIC WORKS ACCOUNTING UNIT
04217002TRANSP. SYSTEM IMP. AREA B
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 96 129 0 0
96 129 0 0
TOTAL 96 129 0 0
380
City Council 21 – 393 6/17/2025
TRANSIT ZONING CODE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
2,142 2,887 0
0
0
02,142 2,887
EXPENDITURES
04817660 TRANSIT ZONING CODE
TOTAL EXPENDITURES
0
0
0
0
0
0
219,280
219,280
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 0 219,280
TOTAL 0 0 0 219,280
381
City Council 21 – 394 6/17/2025
TRANSIT ZONING CODE
PUBLIC WORKS
TRANSIT ZONING CODE
Account
ACCOUNTING UNIT
04817002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
58000 Earning On Investments 2,142 2,887 0 0
SUBTOTAL REVENUES 2,142 2,887 0 0
TOTAL 2,142 2,887 0 0
382
City Council 21 – 395 6/17/2025
TRANSIT ZONING CODE
PUBLIC WORKS
TRANSIT ZONING CODE
Account
ACCOUNTING UNIT
04817660
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
66220 Improvements Other Than Building 0 0 0 219,280
SUBTOTAL CAPITAL 0 0 0 219,280
TOTAL 0 0 0 219,280
383
City Council 21 – 396 6/17/2025
HARBOR SPECIFIC PLAN
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
987
987
1,331
1,331
0
0
0
0
384
City Council 21 – 397 6/17/2025
HARBOR SPECIFIC PLAN
PUBLIC WORKS
HARBOR SPECIFIC PLAN
Account
ACCOUNTING UNIT
04917002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
58000 Earning On Investments 987 1,331 0 0
SUBTOTAL REVENUES 987 1,331 0 0
TOTAL 987 1,331 0 0
385
City Council 21 – 398 6/17/2025
CAPITAL OUTLAY FUND
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57010 Miscellaneous Recoveries
TOTAL REVENUES
0
0
19,538
19,538
0
0
0
0
386
City Council 21 – 399 6/17/2025
CAPITAL OUTLAY FUND
PUBLIC WORKS
MISCELLENOUS REVENUE
Account
ACCOUNTING UNIT
05117002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
57010 Miscellaneous Recoveries 0 19,538 0 0
SUBTOTAL REVENUES 0 19,538 0 0
TOTAL 0 19,538 0 0
387
City Council 21 – 400 6/17/2025
CITY SERVICES
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
51708 CIP Construction Projects Permits
TOTAL REVENUES
305,101 365,801 0
0
0
0305,101 365,801
EXPENDITURES
05317021 PW Agency Services
TOTAL EXPENDITURES
227,371
227,371
179,307
179,307
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS
TOTAL
62000 227,371
227,371
179,307
179,307
0 0
0 0
388
City Council 21 – 401 6/17/2025
CITY SERVICES
PUBLIC WORKS
PWA REVENUE
Account
ACCOUNTING UNIT
05317002
ACTUAL
FY 22-23
305,101
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
51708 CIP Construction Projects Permits 365,801 0 0
SUBTOTAL REVENUES 305,101 365,801 0 0
TOTAL 305,101 365,801 0 0
389
City Council 21 – 402 6/17/2025
CITY SERVICES
PUBLIC WORKS
PW Agency Services
Account
ACCOUNTING UNIT
05317021
ACTUAL
FY 22-23
227,371
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62340 Contract Services-PWA-CIP Construction Permits 179,307 0 0
SUBTOTAL CONTRACTUALS 227,371 179,307 0 0
TOTAL 227,371 179,307 0 0
390
City Council 21 – 403 6/17/2025
SANITARY SEWER CAPITAL
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000
58002
Earning On Investments
Net Increase (Decrease) In Fai
124,195 103,761 50,000 20,000
01,233,342
0
0
0
0
59000-056 Transfer From Fund 056
TOTAL REVENUES
2,000,000 580,000
1,357,537 103,761 2,050,000 600,000
EXPENDITURES
05417647 CAPITAL RECOVERY CHARGES
TOTAL EXPENDITURES
6,781,747
6,781,747
2,449,642
2,449,642
2,000,000
2,000,000
600,000
600,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
65000
66000
CONTRACTUALS
FIXED CHARGES
CAPITAL
503,058 255,531 2,000,000 600,000
0 27,980 0
0
0
06,278,689 2,166,131
TOTAL 6,781,747 2,449,642 2,000,000 600,000
391
City Council 21 – 404 6/17/2025
SANITARY SEWER CAPITAL
PUBLIC WORKS ACCOUNTING UNIT
05417002CAPITAL RECOVERY CHARGES
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
50,000
PROPOSED
FY 25-26Code
58000
58002
59000
LINE ITEM RESOURCES
Earning On Investments
Net Increase (Decrease) In Fai
Transfer From Fund 056
SUBTOTAL REVENUES
124,195
1,233,342
0
103,761 20,000
00
0
0
2,000,000
2,050,000
580,000
600,0001,357,537 103,761
TOTAL 1,357,537 103,761 2,050,000 600,000
392
City Council 21 – 405 6/17/2025
SANITARY SEWER CAPITAL
PUBLIC WORKS ACCOUNTING UNIT
05417647CAPITAL RECOVERY CHARGES
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES FY 24-25
2,000,000
2,000,000
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
503,058 255,531 600,000
503,058 255,531 600,000
65240
66220
Public Works Administrative Ch 0 27,980 0 0
SUBTOTAL FIXED CHARGES 0 27,980 0 0
Improvements Other Than Building 6,278,689 2,166,131 0 0
SUBTOTAL CAPITAL 6,278,689 2,166,131 0 0
TOTAL 6,781,747 2,449,642 2,000,000 600,000
393
City Council 21 – 406 6/17/2025
SEWER CONNECTION FEE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53701
58000
Sewer Connection Fee 1,225,447 1,119,315 1,530,000 530,000
25,000Earning On Investments
TOTAL REVENUES
57,145 64,781 50,000
1,282,593 1,184,095 1,580,000 555,000
EXPENDITURES
05517660 SEWER CONNECTION PROJECTS
TOTAL EXPENDITURES
4,765,869
4,765,869
823,305
823,305
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 4,765,869
4,765,869
823,305
823,305
0 0
TOTAL 0 0
394
City Council 21 – 407 6/17/2025
SEWER CONNECTION FEE
PUBLIC WORKS ACCOUNTING UNIT
05517002SEWER CONNECTION PROJECTS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
53701
58000
LINE ITEM RESOURCES
Sewer Connection Fee
Earning On Investments
SUBTOTAL REVENUES
FY 24-25
1,530,000
50,000
1,225,447
57,145
1,119,315
64,781
530,000
25,000
1,282,593 1,184,095 1,580,000 555,000
TOTAL 1,282,593 1,184,095 1,580,000 555,000
395
City Council 21 – 408 6/17/2025
SEWER CONNECTION FEE
PUBLIC WORKS ACCOUNTING UNIT
05517660SEWER CONNECTION PROJECTS
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 4,765,869 823,305 0 0
4,765,869 823,305 0 0
TOTAL 4,765,869 823,305 0 0
396
City Council 21 – 409 6/17/2025
SANITARY SEWER SERVICE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53720
53721
53734
53902
57000
57010
57993
58000
58005
Penalties & Service Charge
NPDES Sewer
225,488 359,947 350,000 450,000
416,726
529,658
7,857,437
6,765
0
457,345
585,904
8,758,024
5,590
296,200 400,000
FOG Program 881,700 600,000
Misc Service Charge
Expense Reimbursement
Miscellaneous Recoveries
Write Off Collections
Earning On Investments
Investment Income-Trustee
TOTAL REVENUES
8,218,100 8,332,830
0 0
5,560 0 0
5,200
88,116
0
0 0
60,000
0
0
60,000
0
133,839
4,366
9,129,390 10,310,575 9,806,000 9,842,830
EXPENDITURES
05617019 SEWER INTERFUND TRANSFER
05617640 SANITARY SEWER SERVICE
TOTAL EXPENDITURES
416,726 457,345 2,296,200
9,438,160
980,000
7,066,489 7,031,667 8,862,830
7,483,215 7,489,012 11,734,360 9,842,830
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,742,493 2,916,756
1,438,764
572,679
1,996,379
16,142
3,597,810 3,678,090
2,141,000
673,460
1,844,000
346,690
179,590
980,000
1,670,543
455,140
2,033,533
46,175
2,143,730
723,450
2,448,070
425,300
99,800DEBT SERVICE
TRANSFERS
118,606
416,726
90,948
457,345 2,296,200
TOTAL 7,483,215 7,489,012 11,734,360 9,842,830
397
City Council 21 – 410 6/17/2025
SANITARY SEWER SERVICE
PUBLIC WORKS
SANITARY SEWER SERVICE
Account
ACCOUNTING UNIT
05617002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
350,000
PROPOSED
FY 25-26Code
53720
53721
53734
53902
57000
57010
57993
58000
58005
LINE ITEM RESOURCES
Penalties & Service Charge
NPDES Sewer
225,488
416,726
529,658
7,857,437
6,765
359,947 450,000
457,345
585,904
8,758,024
5,590
296,200 400,000
FOG Program 881,700 600,000
Misc Service Charge
Expense Reimbursement
Miscellaneous Recoveries
Write Off Collections
8,218,100 8,332,830
0 0
0 5,560 0 0
5,200 0 0
60,000
0
0
60,000
0
Earning On Investments
Investment Income-Trustee
SUBTOTAL REVENUES
88,116
0
133,839
4,366
9,129,390 10,310,575 9,806,000 9,842,830
TOTAL 9,129,390 10,310,575 9,806,000 9,842,830
398
City Council 21 – 411 6/17/2025
SANITARY SEWER SERVICE
PUBLIC WORKS ACCOUNTING UNIT
05617019SEWER INTERFUND TRANSFER
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
68000
68000
LINE ITEM RESOURCES
Transfer to Fund 054
FY 24-25
2,000,000
296,200
0
416,726
416,726
0 580,000
400,000
980,000
Transfer to Fund 057 457,345
SUBTOTAL TRANSFERS 457,345 2,296,200
TOTAL 416,726 457,345 2,296,200 980,000
399
City Council 21 – 412 6/17/2025
SANITARY SEWER SERVICE
PUBLIC WORKS
SANITARY SEWER SERVICE
Account
ACCOUNTING UNIT
05617640
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
2,304,190
0
Salaries Regular 1,680,007
4,069
1,833,720
5,267
2,342,200
0Salaries Cash Out/Separation
Salaries Part-Time 43,670 20,415
212,719
151,594
197,955
765
40,860
195,600
199,100
245,930
0
40,860
195,600
199,850
276,290
2,250
Salaries Overtime 237,313
106,502Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
246,915
1,540
Medicare Insurance 27,992
295,952
402
32,541
337,097
19,030
105,652
2,916,756
33,350
473,850
22,250
82,680
3,597,810
33,900
469,680
22,660
94,800
3,678,090
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
98,129
2,742,493
62010
62120
62140
62300
62322
Communications 8,937
22,746
11,774
1,627,086
0
8,562
24,786
8,242
35,430
21,000
6,540
21,000
58,500
2,054,960
0
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
58,500
1,397,086
88
2,018,800
10,000
1,670,543 1,438,764 2,143,730 2,141,000
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
408,068
47,073
520,672
52,007
677,150
46,300
627,160
46,300
SUBTOTAL COMMODITIES 455,140 572,679 723,450 673,460
65010
65011
65012
65040
65055
65100
65105
65240
65400
Rental City Equipment 197,616
85,221
4,077
216,360
143,808
4,476
273,840
188,980
8,050
147,180
195,680
77,650
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
130,510
0
143,350
21,959
142,790
19,880
145,650
19,990
294,387
17,990
706,000
597,731
2,033,533
307,686
18,536
270,650
17,140
296,350
26,190Benefits Overhead
Public Works Administrative Ch
Indirect Costs
451,800
688,404
1,996,379
560,280
966,460
2,448,070
455,890
479,420
1,844,000SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 46,175
0
15,107
1,036
325,000
100,300
425,300
325,000
21,690Computer Software Subscriptions
SUBTOTAL CAPITAL 46,175 16,142 346,690
67100
67110
67301
67311
Principal-Debt Services
Interest-Debt Services
POB Principal-Misc
0
0
0
0
0
0
39,360
22,420
41,610
76,200
179,590
41,991
76,615
118,606
14,392
76,556
90,948
23,320
76,480
99,800
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 7,066,489 7,031,667 9,438,160 8,862,830
400
City Council 21 – 413 6/17/2025
FED CLEAN WATER PROTECTION ENT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53604
53617
53621
53622
53623
53708
53711
57010
57015
57996
58000
58005
NPDES Public Improvement Plan Check
NPDES Site Plan Review
NPDES Building Permit
NPDES Plumbing Permit
NPDES Grading Permit
NPDES Sewer Lateral
427,366 431,086 400,000 400,000
00
51,816
1,551
76,470
90,957
29,676
12,515
332,500
5,589
0
50,000
75,000
30,000
10,000
315,000
0
50,000
75,000
30,000
10,000
315,000
0
76,821
18,612
16,698
NPDES Street Work Permit
Miscellaneous Recoveries
OCWD Contribution
355,470
2,500
1,000,000
3,556,532
63,629
0 0 0
Settlements 0 0 0
Earning On Investments
Investment Income-Trustee
101,366
1,569
35,000
0
35,000
00
59000-056 Transfer From Fund 056
59000-060 Transfer From Fund 060
59000-069 Transfer From Fund 069
TOTAL REVENUES
416,726
1,149,524
1,099,739
457,345
1,222,664
1,072,124
296,200
1,280,800
1,123,360
400,000
1,238,000
1,162,010
8,235,434 3,835,414 3,615,360 3,715,010
EXPENDITURES
05717019 FED CLEAN WATER INTERFUND TRAN
05717640 FED CLEAN WATER PROTECTION ENT
05717660 DELHI DIVERSION PROJECT
TOTAL EXPENDITURES
200,000
3,440,968
1,000,000
200,000
4,255,880
0
200,000
3,380,490
0
950,000
3,515,010
0
4,640,968 4,455,880 3,580,490 4,465,010
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
460,613 582,959 686,370 784,280
2,158,350
12,500
2,297,247
15,620
2,040,041
10,528
2,270,000
20,000
373,100
800
351,048
1,280,524
35,916
454,629
1,140,181
27,541
523,400
800
DEBT SERVICE
TRANSFERS
30,220
200,000
35,680
200,000 200,000 950,000
TOTAL 4,640,968 4,455,880 3,580,490 4,465,010
401
City Council 21 – 414 6/17/2025
FED CLEAN WATER PROTECTION ENT
PUBLIC WORKS ACCOUNTING UNIT
05717002FED CLEAN WATER PROTECTION ENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
431,086
ADOPTED
FY 24-25
400,000
PROPOSED
FY 25-26Code
53604
53617
53621
53622
53623
53708
53711
57010
57015
57996
58000
58005
59000
59000
59000
LINE ITEM RESOURCES
NPDES Public Improvement Plan Check
NPDES Site Plan Review
NPDES Building Permit
NPDES Plumbing Permit
NPDES Grading Permit
NPDES Sewer Lateral
427,366 400,000
00
51,816
1,551
76,470
90,957
29,676
12,515
332,500
5,589
0
50,000
75,000
30,000
10,000
315,000
0
50,000
75,000
30,000
10,000
315,000
0
76,821
18,612
16,698
NPDES Street Work Permit
Miscellaneous Recoveries
OCWD Contribution
355,470
2,500
1,000,000
3,556,532
63,629
0 0 0
Settlements 0 0 0
Earning On Investments
Investment Income-Trustee
Transfer From Fund 056
Transfer From Fund 060
Transfer From Fund 069
SUBTOTAL REVENUES
101,366
1,569
35,000
0
35,000
00
416,726
1,149,524
1,099,739
8,235,434
457,345
1,222,664
1,072,124
3,835,414
296,200
1,280,800
1,123,360
3,615,360
400,000
1,238,000
1,162,010
3,715,010
TOTAL 8,235,434 3,835,414 3,615,360 3,715,010
402
City Council 21 – 415 6/17/2025
FED CLEAN WATER PROTECTION ENT
PUBLIC WORKS ACCOUNTING UNIT
05717019FED CLEAN WATER INTERFUND TRAN
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
200,000
ADOPTED
FY 24-25
200,000
PROPOSED
FY 25-26LINE ITEM RESOURCES
Transfer to Fund 06868000 200,000 950,000
SUBTOTAL TRANSFERS 200,000 200,000 200,000 950,000
TOTAL 200,000 200,000 200,000 950,000
403
City Council 21 – 416 6/17/2025
FED CLEAN WATER PROTECTION ENT
PUBLIC WORKS ACCOUNTING UNIT
05717640FED CLEAN WATER PROTECTION ENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
380,541
ADOPTED
FY 24-25
439,990
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 294,083 510,440
0Salaries Part-Time 0
9,165
29,631
68,696
0
2,037
13,512
44,638
58,290
76
0
20,000
52,990
76,010
0
Salaries Overtime 20,000
60,380
77,930
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 4,210
38,045
40
5,600 6,380 7,410
84,720
5,100
18,300
784,280
Health Insurance 53,310
3,633
72,490
4,400Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
16,742
460,613
21,320
582,959
14,110
686,370
62010
62120
62140
62300
Communications 7,118
3,038
3,819
5,475
4,000
10,000
5,160
7,500Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
1,787 581 2,000 2,000
2,285,304
2,297,247
2,030,167
2,040,041
2,254,000
2,270,000
2,143,690
2,158,350
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
4,728
10,893
15,620
7,630
2,899
15,000
5,000
7,500
5,000
SUBTOTAL COMMODITIES 10,528 20,000 12,500
65000
65010
65011
65012
65040
65055
65100
65105
65240
65400
Building Rental 0
16,824
870
0
11,292
1,450
0
11,730
1,900
20,990
13,830
2,870
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
756 483 0 0
12,770
0
17,290
2,649
18,050
2,510
24,470
3,360
50,226
3,069
173,200
93,333
351,048
62,089
3,740
46,180
2,920
57,910
4,400Benefits Overhead
Public Works Administrative Ch
Indirect Costs
225,170
130,466
454,629
114,830
174,980
373,100
240,380
155,190
523,400SUBTOTAL FIXED CHARGES
66220
66400
66511
Improvements Other Than Building
Machinery & Equipment
280,524 1,065,411
74,712
58
0
0
0
00
0Computer Software Subscriptions
SUBTOTAL CAPITAL
800
800
800
800280,524 1,140,181
67301
67311
POB Principal-Misc 12,716
23,200
35,916
4,358
23,183
27,541
7,060
23,160
30,220
12,600
23,080
35,680
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 3,440,968 4,255,880 3,380,490 3,515,010
404
City Council 21 – 417 6/17/2025
FED CLEAN WATER PROTECTION ENT
PUBLIC WORKS
DELHI DIVERSION PROJECT
Account
ACCOUNTING UNIT
05717660
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
66220 Improvements Other Than Building 1,000,000 0 0 0
SUBTOTAL CAPITAL 1,000,000 0 0 0
TOTAL 1,000,000 0 0 0
405
City Council 21 – 418 6/17/2025
RESIDENTIAL STREET IMPROVEMENT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
51701
53704
53705
53706
53730
58000
Transport/Oversize Permits
Trench Cut Fee/Arterial
Trench Cut Fee
13,925 18,166 13,000 9,000
82,000
44,000
520,000
0
114,707
102,488
529,132
2,267
85,168
42,042
517,484
0
64,000
35,000
525,000
15,000
0
Street Construction Fee
HOST Fee
Earning On Investments
TOTAL REVENUES
57,714 81,809 0
820,234 744,669 652,000 655,000
EXPENDITURES
05817660 RESIDENTIAL STREET IMPROVEMENT
TOTAL EXPENDITURES
0
0
1,069,651
1,069,651
481,200
481,200
555,340
555,340
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
65000
66000
SALARIES & BENEFITS
FIXED CHARGES
CAPITAL
0
0
0
166,095 357,500 384,690
170,650
0
25,521 123,700
0878,035
TOTAL 0 1,069,651 481,200 555,340
406
City Council 21 – 419 6/17/2025
RESIDENTIAL STREET IMPROVEMENT
PUBLIC WORKS ACCOUNTING UNIT
05817002RESIDENTIAL STREET IMPROVEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
18,166
ADOPTED
FY 24-25
13,000
PROPOSED
FY 25-26Code
51701
53704
53705
53706
53730
58000
LINE ITEM RESOURCES
Transport/Oversize Permits
Trench Cut Fee/Arterial
Trench Cut Fee
13,925 9,000
82,000
44,000
520,000
0
114,707
102,488
529,132
2,267
85,168
42,042
517,484
0
64,000
35,000
525,000
15,000
0
Street Construction Fee
HOST Fee
Earning On Investments
SUBTOTAL REVENUES
57,714
820,234
81,809
744,669
0
652,000 655,000
TOTAL 820,234 744,669 652,000 655,000
407
City Council 21 – 420 6/17/2025
RESIDENTIAL STREET IMPROVEMENT
PUBLIC WORKS ACCOUNTING UNIT
05817660RESIDENTIAL STREET IMPROVEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
121,140
ADOPTED
FY 24-25
289,640
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
262,140
31,010
22,710
3,800
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
8,380
10,943
1,714
19,900
0
4,180
41,040
2,740
0
Health Insurance 15,878
1,135
53,280
2,620Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
6,905 9,130
166,095 357,500 384,690
65040
65055
65100
65105
65240
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
0
0
0
11,870 12,110
1,6601,650
20,109
1,211
4,200
0
0
0
54,950
2,180Benefits Overhead
Public Works Administrative Ch
Indirect Costs
0 67,990
31,760
170,650
110,180
123,700SUBTOTAL FIXED CHARGES 25,521
66220 Improvements Other Than Building 0 878,035 0 0
SUBTOTAL CAPITAL 0 878,035 0 0
TOTAL 0 1,069,651 481,200 555,340
408
City Council 21 – 421 6/17/2025
SELECT STREET CONSTRUCTION
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
57000
57071
57960
58000
58002
Federal Grant-Indirect 118,771 302,936 0
0
0
0
0
0
0
0
0
State Grants-Direct 0
0
2,839,483
62,584
0
0
Expense Reimbursement
Sale of Land
0
1,172,278
124,046
188,021
(700,528)
0
0
Rental Of Property 55,088
249,722
0
0
Earning On Investments
Net Increase (Decrease) In Fai
0
0
059000-011 Transfer From Fund 011
59000-029 Transfer From Fund 029-Gax Tax
59000-069 Transfer From Fund 069
TOTAL REVENUES
91,304
11,242,812
2,406,066
5,453,414
2,266,666
8,039,480
2,521,080
11,579,320
2,607,800
8,622,668 17,249,995 10,560,560 14,187,120
EXPENDITURES
05917660 SELECT STREET CONSTRUCTION
05917661 OCTA BRISTOL ST CORRIDOR IMPS
05917663 HUTA 2103 GAS TAX
2,322,878
61,336
2,893,383
22,443
3,359,130 9,311,570
00
3,357,218
2,983,908
2,096,197
1,566,889
355,082
0
0
2,521,080
8,039,480
0
3,425,000
2,607,800
8,154,320
0
05917664 Vehicle Impact Fee Program
05917665 HUTA GAS TAX - RMRA
05917668 WARNER AVE-TUSTIN CFD
TOTAL EXPENDITURES
10,887,730
254,506
12,388,426 14,413,144 13,919,690 23,498,690
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 12,388,426 14,413,144 13,919,690
13,919,690
23,498,690
TOTAL 12,388,426 14,413,144 23,498,690
409
City Council 21 – 422 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS
WARNER AVE-TUSTIN CFD
Account
ACCOUNTING UNIT
05917668
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land 1,486,047
80,843
180,000 0
0
0
0
0
0
Improvements Other Than Building
SUBTOTAL CAPITAL
74,506
1,566,889 254,506
TOTAL 1,566,889 254,506 0 0
410
City Council 21 – 423 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
05917002SELECT STREET CONSTRUCTION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
57000
57071
57960
58000
58002
59000
59000
59000
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
118,771
0
302,936 0
0
0
0
0
0
0
0
0
2,839,483
62,584
0
0
Expense Reimbursement
Sale of Land
0 0
1,172,278
124,046
188,021
(700,528)
0
0
Rental Of Property 55,088
249,722
0
0
Earning On Investments
Net Increase (Decrease) In Fai
Transfer From Fund 011
Transfer From Fund 029-Gax Tax
Transfer From Fund 069
SUBTOTAL REVENUES
0
0
91,304
11,242,812
2,406,066
17,249,995
0
5,453,414
2,266,666
8,622,668
8,039,480
2,521,080
10,560,560
11,579,320
2,607,800
14,187,120
TOTAL 8,622,668 17,249,995 10,560,560 14,187,120
411
City Council 21 – 424 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
05917660SELECT STREET CONSTRUCTION
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 24-25
3,359,130
3,359,130
66220 2,322,878 2,893,383 9,311,570
2,322,878 2,893,383 9,311,570
TOTAL 2,322,878 2,893,383 3,359,130 9,311,570
412
City Council 21 – 425 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
05917661OCTA BRISTOL ST CORRIDOR IMPS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land 0
61,336
61,336
6,750 0
0
0
0
0
0
Improvements Other Than Building
SUBTOTAL CAPITAL
15,693
22,443
TOTAL 61,336 22,443 0 0
413
City Council 21 – 426 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS
HUTA 2103 GAS TAX
Account
ACCOUNTING UNIT
05917663
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66220
LINE ITEM RESOURCES
Land 263,219
3,093,999
3,357,218
(1,581)0
0
0
0
3,425,000
3,425,000
Improvements Other Than Building
SUBTOTAL CAPITAL
356,663
355,082
TOTAL 3,357,218 355,082 0 3,425,000
414
City Council 21 – 427 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS
Vehicle Impact Fee Program
Account
ACCOUNTING UNIT
05917664
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 24-25
2,521,080
2,521,080
66220 Improvements Other Than Building 2,983,908 0 2,607,800
SUBTOTAL CAPITAL 2,983,908 0 2,607,800
TOTAL 2,983,908 0 2,521,080 2,607,800
415
City Council 21 – 428 6/17/2025
SELECT STREET CONSTRUCTION
PUBLIC WORKS
HUTA GAS TAX - RMRA
Account
ACCOUNTING UNIT
05917665
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 24-25
8,039,480
8,039,480
66220 Improvements Other Than Building 2,096,197 10,887,730 8,154,320
SUBTOTAL CAPITAL 2,096,197 10,887,730 8,154,320
TOTAL 2,096,197 10,887,730 8,039,480 8,154,320
416
City Council 21 – 429 6/17/2025
WATER
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
53709
53712
53713
53714
53715
53716
53717
53720
53722
53725
53735
53736
53902
57000
57010
57011
57363
57960
57972
57993
58000
58002
58005
Federal Grant-Indirect 10,500 0 0 0
409,630
45,221,480
385,870
25,699,660
28,300
8,900
17,000
3,013,060
1,238,000
85,120
377,400
145,580
0
Connection Charge 788,347
37,304,793
407,099
24,341,758
14,821
1,886
891,809
38,013,524
420,444
28,070,633
9,288
681,540
Water Sales - Regular
Fireline Service Charge
Basic Service Charge
42,204,050
385,860
25,344,340
Re-Connection Charge
After Hours Service Charge
Tag Fee
99,400
1,604 10,600
405 (8)100,000
Penalties & Service Charge
NPDES Water
1,907,126
1,149,524
71,762
0
2,653,186
1,222,664
51,622
167,221
101,131
7,200
1,309,760
1,238,000
Water Sales - Miscellaneous
Water Sales-Recycled Water
Basic Service Charge-Recycled Water
Misc Service Charge
173,120
377,400
0 145,570
40,100
21,500
1,105
0
Expense Reimbursement
Miscellaneous Recoveries
Miscellaneous Cost Refunds
Cell Tower Lease Agreement
Rental Of Property
43,318
89,378
81,181
18,898
341,797
6,258
0 0
50,000 250,000
069,062
0
0
0 20,000
0237,826
0
250,000
Sale of Equipment 0
0
0
0
0
0
Write Off Collections 118,748
324,614
1,252,268
370
9,528 0
Earning On Investments
Net Increase (Decrease) In Fai
Investment Income-Trustee
TOTAL REVENUES
136,159
0
100,000
0
19,202 0
68,063,614 72,356,036 72,369,640 77,000,000
EXPENDITURES
06017019 WATER - INTERFUND TRANSFER
06017020 WATER DEBT SERVICE
06017640 WATER UTY WTR PROD & SUPPLY
06017641 WATER SYSTEM MAINT
06017642 WATER-MISC EXPENSES
06017644 WATER QUALITY
29,325,266
1,348,842
35,461,832
6,079,239
4,568,234
1,882,648
9,951,790
1,863,567
364,702
20,881,501
1,222,328
38,406,034
9,258,605
4,554,748
2,145,710
8,499,469
1,796,054
384,254
1,280,800
1,363,900
39,148,220
7,677,140
4,537,900
2,736,360
10,447,580
4,449,920
503,870
1,238,000
3,178,060
42,666,450
8,194,150
1,678,640
2,886,430
12,252,760
4,365,490
540,020
06017645 WATER ADMIN/ENGINEERING
06017646 WATER METER SERVICES
06017647 RECYCLED WATER
TOTAL EXPENDITURES 90,846,119 87,148,704 72,145,690 77,000,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
8,869,034
25,813,812
12,750,475
11,457,436
959,198
9,819,026
33,035,203
9,745,362
11,307,986
876,512
12,331,530
30,870,270
12,902,010
12,611,190
484,210
12,443,770
33,897,890
12,869,760
12,455,110
590,550
DEBT SERVICE
TRANSFERS
1,650,171
29,345,992
1,483,114
20,881,501
1,665,680
1,280,800
3,504,920
1,238,000
TOTAL 90,846,119 87,148,704 72,145,690 77,000,000
417
City Council 21 – 430 6/17/2025
WATER
PUBLIC WORKS
PUB WKS WATER REVENUE
Account
ACCOUNTING UNIT
06017002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
53709
53712
53713
53714
53715
53716
53717
53720
53722
53725
53735
53736
53902
57000
57010
57011
57363
57960
57972
57993
58000
58002
58005
LINE ITEM RESOURCES
Federal Grant-Indirect
Connection Charge
10,500 0 0 0
409,630
45,221,480
385,870
25,699,660
28,300
8,900
788,347
37,304,793
407,099
24,341,758
14,821
1,886
891,809
38,013,524
420,444
28,070,633
9,288
681,540
Water Sales - Regular
Fireline Service Charge
Basic Service Charge
42,204,050
385,860
25,344,340
Re-Connection Charge
After Hours Service Charge
Tag Fee
99,400
1,604 10,600
405 (8)100,000 17,000
3,013,060
1,238,000
85,120
377,400
145,580
0
Penalties & Service Charge
NPDES Water
1,907,126
1,149,524
71,762
0
2,653,186
1,222,664
51,622
167,221
101,131
7,200
1,309,760
1,238,000
Water Sales - Miscellaneous
Water Sales-Recycled Water
Basic Service Charge-Recycled Water
Misc Service Charge
173,120
377,400
0 145,570
40,100
21,500
1,105
0
Expense Reimbursement
Miscellaneous Recoveries
Miscellaneous Cost Refunds
Cell Tower Lease Agreement
Rental Of Property
43,318
89,378
81,181
18,898
341,797
6,258
0 0
50,000 250,000
069,062
0
0
0 20,000
0237,826
0
250,000
Sale of Equipment 0 0
Write Off Collections 118,748
324,614
1,252,268
370
9,528 0 0
Earning On Investments
Net Increase (Decrease) In Fai
Investment Income-Trustee
SUBTOTAL REVENUES
136,159
0
0 100,000
00
019,202
72,356,036
0
68,063,614 72,369,640 77,000,000
TOTAL 68,063,614 72,356,036 72,369,640 77,000,000
418
City Council 21 – 431 6/17/2025
WATER
PUBLIC WORKS ACCOUNTING UNIT
06017019WATER - INTERFUND TRANSFER
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
68000
68000
LINE ITEM RESOURCES
Transfer to Fund 057
FY 24-25
1,280,800
0
1,149,524
28,175,741
29,325,266
1,222,664
19,658,837
20,881,501
1,238,000
0Transfer to Fund 066
SUBTOTAL TRANSFERS 1,280,800 1,238,000
TOTAL 29,325,266 20,881,501 1,280,800 1,238,000
419
City Council 21 – 432 6/17/2025
WATER
PUBLIC WORKS
WATER DEBT SERVICE
Account
ACCOUNTING UNIT
06017020
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
10,000
PROPOSED
FY 25-26Code
62300
62401
LINE ITEM RESOURCES
Contract Services-Professional
Trustee Fee
10,059 2,250 0
2,000
2,000
0 1,749 2,500
SUBTOTAL CONTRACTUALS 10,059 3,999 12,500
67110
67300
67310
Interest-Debt Services
Bond Principal
0
865,000
0
905,000
0
940,000
134,060
910,000
Bond Interest 473,783 313,329 411,400 2,132,000
3,176,060SUBTOTAL DEBT SERVICE 1,338,783 1,218,329 1,351,400
TOTAL 1,348,842 1,222,328 1,363,900 3,178,060
420
City Council 21 – 433 6/17/2025
WATER
PUBLIC WORKS ACCOUNTING UNIT
06017640WATER UTY WTR PROD & SUPPLY
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
2,012,780
2,170
1,324,076
0
1,757,285
11,318
2,037,860
8,910Salaries Cash Out/Separation
Salaries Part-Time 109,915
435,708
74,768
173,343
2,900
91,531 125,570
385,000
192,080
254,510
4,710
125,570
385,000
191,240
235,480
7,020
Salaries Overtime 640,969
142,088
185,543
2,828
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 25,667
239,926
1,136
36,292 30,930 29,480
Health Insurance 327,415
15,786
465,130
19,610
479,230
19,900Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
83,325
2,470,764
104,182
3,315,236
73,630 90,770
3,566,120 3,610,460
62000
62010
62120
62140
62251
62300
62321
62322
Utilities 3,002,952
56,551
50,819
215,194
0
3,826,538
20,625
26,257
261,917
123,993
22,269,975
0
3,240,000
22,510
3,240,000
25,000Communications
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services
30,000 27,510
75,000 75,000
0 0
Contract Services-Professional
Maintenance & Repair Improveme
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
17,617,001
0
20,332,000
20,000
23,482,100
20,000
8,405 0 5,000 5,000
20,950,922 26,529,304 23,724,510 26,874,610
63001
63300
63302
Miscellaneous Operating Expenses
Gas & Diesel
10,540,310
53,922
6,565,844
68,979
0
9,719,350
30,360
9,719,350
70,360
Alternative Fuel-Propane
SUBTOTAL COMMODITIES
0 70,000 30,000
10,594,232 6,634,823 9,819,710 9,819,710
65010
65011
65012
65020
65040
65055
65100
65105
65240
65400
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
135,451
25,017
5,493
0
144,741
60,480
5,529
150,290
81,760
149,980
109,010
62,8501,180
0 292,540
119,070
16,580
0
IT Maintenance Charge
Communications- Landlines
Insurance Charges
85,610
0
91,300
13,986
303,406
18,277
0
125,060
17,160
249,975
15,276
0
237,550
15,050
287,440
22,490Benefits Overhead
Public Works Administrative Ch
Indirect Costs
19,670 288,270
1,139,590
2,201,850
574,506
1,091,328
818,935
1,456,654
959,880
1,893,570SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 270,799
0
360,937
34,714
0
39,000
39,000
0
77,660
77,660
Computer Software Subscriptions
SUBTOTAL CAPITAL 270,799 395,652
67200
67301
67311
Principal-Leases 0
22,326
40,735
63,060
20,726
7,652
35,700
16,270
53,340
105,310
0
29,020
53,140
82,160
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
45,987
74,365
421
City Council 21 – 434 6/17/2025
68000 Transfer to Fund 051 20,726 0 0 0
SUBTOTAL TRANSFERS 20,726 0 0 0
TOTAL 35,461,832 38,406,034 39,148,220 42,666,450
422
City Council 21 – 435 6/17/2025
WATER
PUBLIC WORKS
WATER SYSTEM MAINT
Account
ACCOUNTING UNIT
06017641
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,439,050
20,430
Salaries Regular 1,171,634
26,610
358,000
57,939
134,327
912
1,379,109
12,034
1,467,100
20,430Salaries Part-Time
Salaries Overtime 491,233
102,298
133,584
451
387,000
117,210
170,870
770
387,000
113,760
202,080
2,280
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 19,549
247,369
165
24,339 21,120 21,220
Health Insurance 272,105
12,347
368,070
13,800
382,920
14,070Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
69,838
2,086,343
78,252 57,480 64,720
2,505,753 2,595,800 2,675,580
62010
62120
62140
62300
62320
62322
Communications 20,055
36,482
34,648
1,224,670
0
29,457
32,134
7,861
19,210
20,000
19,210
20,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Buildings
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
46,000 46,000
2,619,554
2,325
1,480,500
25,000
1,480,500
25,000
0 0 33,000 33,000
1,315,855 2,691,330 1,623,710 1,623,710
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
805,975
75,886
1,827,325
80,661
1,313,400
101,360
1,313,400
101,360
SUBTOTAL COMMODITIES 881,861 1,907,986 1,414,760 1,414,760
65010
65011
65012
65020
65040
65055
65100
65105
65240
65400
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
343,478
94,891
7,151
386,002
184,935
7,986
374,810
249,520
13,000
302,720
102,410
14,260
188,150
11,910
0
282,840
271,440
81,340
228,770
85,060
0
228,800
95,280
14,595
227,892
13,729
0
650,510
104,470
14,340
IT Maintenance Charge
Communications- Landlines
Insurance Charges 209,515
12,804
0
210,420
18,790Benefits Overhead
Public Works Administrative Ch
Indirect Costs
389,730
357,410
2,381,290
479,578
1,461,247
618,733
1,777,952
702,400
1,959,180SUBTOTAL FIXED CHARGES
66400 Machinery & Equipment 234,465 299,311 0 0
SUBTOTAL CAPITAL 234,465 299,311 0 0
67301
67311
POB Principal-Misc 35,216
64,253
99,469
12,070
64,204
76,274
19,550
64,140
83,690
34,900
63,910
98,810
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 6,079,239 9,258,605 7,677,140 8,194,150
423
City Council 21 – 436 6/17/2025
WATER
PUBLIC WORKS
WATER-MISC EXPENSES
Account
ACCOUNTING UNIT
06017642
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62000
62251
LINE ITEM RESOURCES
Utilities 1,890 1,999 0
0
0
0
0
0
Other Agency Services
SUBTOTAL CONTRACTUALS
28,444 14,849
30,334 16,848
65240
65500
Public Works Administrative Ch
General Fund Overhead
0
4,537,900
4,537,900
0
4,537,900
4,537,900
0 40
1,678,600
1,678,640
4,537,900
SUBTOTAL FIXED CHARGES 4,537,900
TOTAL 4,568,234 4,554,748 4,537,900 1,678,640
424
City Council 21 – 437 6/17/2025
WATER
PUBLIC WORKS
WATER QUALITY
Account
ACCOUNTING UNIT
06017644
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
524,440
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 310,695 339,956 542,960
6,250Salaries Cash Out/Separation
Salaries Part-Time
2,229
40,159
92,835
15,575
36,108
986
0
42,179
128,542
24,346
31,792
1,287
6,400
77,170
120,000
39,460
32,030
2,890
68,220
120,000
39,220
41,740
2,560
Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 5,255 6,383 8,700 7,850
Health Insurance 50,153
165
49,698
3,228
101,790
5,010
114,270
5,200Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
20,321
574,481
21,694
649,106
16,830
934,720
21,860
970,130
62010
62120
62140
62300
62322
Communications 9,608
9,146
8,298
17,222
13,879
676,679
0
5,450
9,700
9,000
6,150Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
13,762
325,728
0
18,900
690,500
3,000
18,900
690,500
3,000
358,245 716,078 727,550 727,550
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
619,362
18,071
378,573
15,125
609,300
5,100
609,300
5,100
SUBTOTAL COMMODITIES 637,433 393,698 614,400 614,400
65010
65011
65012
65040
65055
65100
65105
65240
65400
Rental City Equipment 51,828
12,768
1,788
20,920
0
55,212
20,927
1,788
46,410
27,850
0
39,920
27,320
4,190
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
27,020
4,139
28,200
3,930
55,090
3,490
0
28,770
3,950
60,962
3,725
0
63,180
3,806
69,620
5,170Benefits Overhead
Public Works Administrative Ch
Indirect Costs
0 185,560
186,920
551,420
137,111
289,102
167,621
343,693
274,500
439,470SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
314
314
24,271
1,171
0
800
800
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 25,442
67301
67311
POB Principal-Misc 8,169
14,904
23,073
2,800
14,893
17,693
4,540
14,880
19,420
8,100
14,830
22,930
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 1,882,648 2,145,710 2,736,360 2,886,430
425
City Council 21 – 438 6/17/2025
WATER
PUBLIC WORKS ACCOUNTING UNIT
06017645WATER ADMIN/ENGINEERING
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
2,606,730
2,170
1,716,533
41,912
1,662,948
0
2,587,770
8,910Salaries Cash Out/Separation
Salaries Part-Time 133,190
117,244
123,460
286,229
4,868
107,367
70,117
144,673
188,919
4,026
146,300
70,000
146,300
70,000Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
281,390
232,560
5,490
284,420
302,060
5,280
Medicare Insurance 27,893 26,944
191,189
15,204
98,989
2,510,376
39,860 39,540
Health Insurance 191,883
1,680
500,520
25,740
438,140
25,660Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
108,675
2,753,566
88,730 101,560
4,009,6403,999,490
62010
62120
62131
62140
62300
62302
62322
Communications 22,790
22,468
300
9,259
21,064
0
27,230
30,000
0
15,000
30,000
0
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
18,857
3,013,064
30,825
0
43,710
2,917,013
29,828
167
25,000
2,352,300
100,000
5,000
25,000
2,352,300
0Contracted Vendor Personnel Services
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
5,000
3,108,304 3,021,041 2,539,530 2,427,300
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
135,966
12,949
115,272
19,001
193,310
5,700
193,310
5,700
SUBTOTAL COMMODITIES 148,915 134,273 199,010 199,010
65000
65010
65011
65012
65040
65050
65055
65100
65105
65240
65400
Building Rental 0
63,114
10,078
2,053
0
70,301
0
41,620
10,500
52,510Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
Communications- Landlines
Insurance Charges
15,915 22,720 22,100
2,169 0 0
121,310
159,920
0
135,100
159,920
20,695
145,460
164,720
20,250
148,380
208,290
20,360
325,957
19,924
2,340,400
611,321
3,654,077
288,275
17,366
290,440
18,390
314,890
26,680Benefits Overhead
Public Works Administrative Ch
Indirect Costs
1,435,810
602,808
2,748,359
1,435,810
1,073,880
3,213,290
395,620
3,906,180
5,105,510SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 187,790
59
0
9,445
9,445
0
412,890
412,890
0
412,890
412,890
Computer Software Subscriptions
SUBTOTAL CAPITAL 187,849
67301
67311
POB Principal-Misc 35,078
64,001
99,079
12,022
63,952
75,974
19,480
63,890
83,370
34,760
63,650
98,410
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 9,951,790 8,499,469 10,447,580 12,252,760
426
City Council 21 – 439 6/17/2025
WATER
PUBLIC WORKS
WATER METER SERVICES
Account
ACCOUNTING UNIT
06017646
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
678,230
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 541,806 450,112 649,380
0Salaries Cash Out/Separation
Salaries Part-Time
23,163
24,644
79,919
22,707
52,644
902
0
28,205
91,502
21,385
27,925
1,058
4,090
39,070
100,000
49,330
41,380
1,470
41,460
100,000
43,280
74,110
2,120
Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 9,028 7,752 10,350
195,960
6,470
9,380
Health Insurance 124,784
0
99,884
3,942
141,360
6,160Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
32,991
912,588
27,090
758,854
27,170
1,153,520
27,450
1,094,700
62010
62120
62140
62300
62322
Communications 8,902
3,146
2,386
25,658
0
8,233
6,409
1,034
40,926
0
9,170
7,000
9,170
7,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
3,300 3,300
2,220,000
3,000
2,220,000
3,000
40,093 56,602 2,242,470 2,242,470
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
209,563
14,264
382,772
18,843
479,100
17,530
379,100
17,530
SUBTOTAL COMMODITIES 223,827 401,615 496,630 396,630
65010
65011
65012
65040
65055
65100
65105
65240
65400
Rental City Equipment 56,157
10,643
1,839
27,890
0
65,240
23,620
1,902
48,230
30,920
0
52,850
50,570
18,680
48,450
6,650
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
45,510
6,971
47,500
6,610
88,940
5,630
0
98,972
6,048
0
78,894
4,753
85,370
8,710Benefits Overhead
Public Works Administrative Ch
Indirect Costs
0 49,170
190,260
510,710
198,628
400,177
189,244
416,133
310,900
538,730SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 265,771
0
145,910
753
0
800
800
100,000
0Computer Software Subscriptions
SUBTOTAL CAPITAL 265,771 146,663 100,000
67301
67311
POB Principal-Misc 7,474
13,636
21,110
2,561
13,626
16,187
4,150
13,620
17,770
7,410
13,570
20,980
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 1,863,567 1,796,054 4,449,920 4,365,490
427
City Council 21 – 440 6/17/2025
WATER
PUBLIC WORKS
RECYCLED WATER
Account
ACCOUNTING UNIT
06017647
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
49,450
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 41,098 46,839 49,650
0Salaries Overtime 0
4,637
10,750
582
2,714
5,877
7,675
803
0
6,050
9,880
710
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
5,880
11,050
720
Health Insurance 11,761
0
12,807
382
13,320
500
13,320
490Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,466
71,292
2,602
79,700
1,970
81,880
2,150
83,260
62010
63001
Communications 0 0 0 250
SUBTOTAL CONTRACTUALS 0 0 0 250
Miscellaneous Operating Expenses 264,207 272,967 357,500 425,250
SUBTOTAL COMMODITIES 264,207 272,967 357,500 425,250
65040
65055
65100
65105
65240
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,790
0
2,840
436
2,970
410
3,030
420
7,398
452
7,577
456
6,450
410
6,630
540Benefits Overhead
Public Works Administrative Ch
Indirect Costs
0 0 0 3,330
11,740
25,690
12,966
23,606
15,986
27,296
18,810
29,050SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 0 30,720 0
SUBTOTAL CAPITAL 0 0 30,720 0
67301
67311
POB Principal-Misc 1,982
3,616
5,597
679
3,613
4,292
1,110
3,610
4,720
1,970
3,600
5,570
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 364,702 384,254 503,870 540,020
428
City Council 21 – 441 6/17/2025
ACQUISITION & CONSTRUCTION
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57004
57011
58005
Expense Reimbursement-OCTA
Miscellaneous Cost Refunds
Investment Income-Trustee
1,961,263 4,324,262 0
0
0
0
0
0
0
0
2,648
3,688
2,322
0
59000-060 Transfer From Fund 060
TOTAL REVENUES
28,175,741 19,658,837
30,143,340 23,985,420 0 0
EXPENDITURES
06617620 WATER BOND CAPITAL PROJECTS
06617647 WTR UTY CAPITAL PROJECTS
TOTAL EXPENDITURES
112,649 0 0
0
0
028,821,567 30,886,950
28,934,216 30,886,950 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 28,934,216 30,886,950 0 0
TOTAL 28,934,216 30,886,950 0 0
429
City Council 21 – 442 6/17/2025
ACQUISITION & CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
06617002WTR UTY WTR DIV CAPTL EXPENSE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57004
57011
58005
59000
LINE ITEM RESOURCES
Expense Reimbursement-OCTA
Miscellaneous Cost Refunds
Investment Income-Trustee
Transfer From Fund 060
1,961,263
2,648
4,324,262
2,322
0
0
0
0
0
0
0
0
0
0
3,688 0
28,175,741
30,143,340
19,658,837
23,985,420SUBTOTAL REVENUES
TOTAL 30,143,340 23,985,420 0 0
430
City Council 21 – 443 6/17/2025
ACQUISITION & CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
06617620WATER BOND CAPITAL PROJECTS
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Water Capital Project
SUBTOTAL CAPITAL
66301 112,649 0 0 0
112,649 0 0 0
TOTAL 112,649 0 0 0
431
City Council 21 – 444 6/17/2025
ACQUISITION & CONSTRUCTION
PUBLIC WORKS ACCOUNTING UNIT
06617647WTR UTY CAPITAL PROJECTS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
66100
66301
LINE ITEM RESOURCES
Land 8,862,832
19,958,735
28,821,567
0 0
0
0
0
0
0
Water Capital Project
SUBTOTAL CAPITAL
30,886,950
30,886,950
TOTAL 28,821,567 30,886,950 0 0
432
City Council 21 – 445 6/17/2025
REGIONAL TRANSP CENTER
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025
53808
53810
53818
53823
53824
53826
53827
53829
53832
53835
57990
58000
58005
State Grants-Direct 0 138,693 0 0
34,850
54,000
900
Rental-Amtrak 37,573
93,108
750
31,940
54,000
975
34,850
55,760
900
Rental-Greyhound
Concession-Vending Machines
Rental-Walsh Construction
Rental-PGH
132,876
98,520
113,971
76,800
0
241,625
96,057
124,332
64,000
32,000
29,766
1,500
163,200
98,520
137,020
76,800
66,600
53,840
0
98,840
4,600
102,810
76,800
48,540
0
Rental-Aldridge Group
Rental-State (Umberg)
Rental-Pacific Coast Shuttles
Rental-RailWorks 43,560
0Rental-Ohana Shuttles
Miscellaneous Income
Earning On Investments
Investment Income-Trustee
15,000
001,086 0
5,789
0
6,976 0 0
273 0 0
59000-011 Transfer From Fund 011
TOTAL REVENUES
1,081,870 1,081,870 1,081,870 1,081,870
1,684,816 1,905,093 1,769,360 1,518,210
EXPENDITURES
06717650 PWA - SARTC OPERATIONS
TOTAL EXPENDITURES
1,620,355
1,620,355
1,653,467
1,653,467
1,811,610
1,811,610
1,859,870
1,859,870
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
108,263 70,913 156,690 135,410
1,177,700
15,000
526,790
0
1,253,345
62,220
172,356
0
1,241,501
24,716
1,433,850
10,000
201,820
0
157,644
139,077
19,614DEBT SERVICE 24,171 9,250 4,970
TOTAL 1,620,355 1,653,467 1,811,610 1,859,870
433
City Council 21 – 446 6/17/2025
REGIONAL TRANSP CENTER
PUBLIC WORKS
PWA - SARTC OPERATIONS
Account
ACCOUNTING UNIT
06717002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52025
53808
53810
53818
53823
53824
53826
53827
53829
53832
53835
57990
58000
58005
59000
LINE ITEM RESOURCES
State Grants-Direct 0
37,573
93,108
750
138,693 0 0
34,850
54,000
900
Rental-Amtrak 31,940
54,000
975
34,850
55,760
900
Rental-Greyhound
Concession-Vending Machines
Rental-Walsh Construction
Rental-PGH
132,876
98,520
113,971
76,800
0
241,625
96,057
124,332
64,000
32,000
29,766
1,500
163,200
98,520
137,020
76,800
66,600
53,840
0
98,840
4,600
102,810
76,800
48,540
0
Rental-Aldridge Group
Rental-State (Umberg)
Rental-Pacific Coast Shuttles
Rental-RailWorks 43,560
0Rental-Ohana Shuttles
Miscellaneous Income
Earning On Investments
Investment Income-Trustee
Transfer From Fund 011
SUBTOTAL REVENUES
15,000
001,086 0
5,789
0
6,976 0 0
273 0 0
1,081,870
1,684,816
1,081,870
1,905,093
1,081,870
1,769,360
1,081,870
1,518,210
TOTAL 1,684,816 1,905,093 1,769,360 1,518,210
434
City Council 21 – 447 6/17/2025
REGIONAL TRANSP CENTER
PUBLIC WORKS
PWA - SARTC OPERATIONS
Account
ACCOUNTING UNIT
06717650
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
77,580
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 74,844
1,472
7,539
2,318
41,811 55,730
48,180
1,280
6,410
2,530
1,810
1,500
13,610
550
Salaries Part-Time 10,936
738
47,210
1,280
3,260
5,810
1,770
1,800
13,610
710
Salaries Overtime
Retirement-Employer Normal Cost 2,010
4,234
410
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
5,375
55
Medicare Insurance 1,024
11,237
19
795
Health Insurance 6,321
570Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,379
108,263
3,090
70,913
3,660
156,690
3,810
135,410
62000
62010
62120
62251
62300
62310
62320
62322
Utilities 210,635
5,573
172,843
421
225,000
0
225,000
0Communications
Training, Transportation, Meetings
Other Agency Services
128 547 500 500
0 0 0 5,000
Contract Services-Professional
Janitorial & Housekeeping
Maintenance & Repair Buildings
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
651,917
190,917
158,973
35,203
1,253,345
646,059
199,443
222,189
0
671,550
256,800
255,000
25,000
1,433,850
411,550
265,650
270,000
0
1,241,501 1,177,700
63001
63200
Miscellaneous Operating Expenses
Operating Materials & Supplies
SUBTOTAL COMMODITIES
62,220
0
23,395
1,321
10,000
0
5,000
10,000
15,00062,220 24,716 10,000
65000
65040
65055
65100
65105
65240
65400
Building Rental 91,340
2,900
0
91,340
2,900
444
102,710
3,030
242,020
0IT Maintenance Charge
Communications- Landlines
Insurance Charges
420 0
13,137
803
8,998
542
11,980
760
36,860
560Benefits Overhead
Public Works Administrative Ch
Indirect Costs
38,900
25,277
172,356
34,960
18,460
157,644
34,960
47,960
201,820
158,140
89,210
526,790SUBTOTAL FIXED CHARGES
66200
66220
66511
Buildings & Building Improvements
Improvements Other Than Building
Computer Software Subscriptions
SUBTOTAL CAPITAL
0
0
0
0
19,142
119,841
94
0
0
0
0
0
0
0
0139,077
67003
67301
67311
Loan Payment-OBF 19,179
1,767
15,787
606
5,040
990
0
1,760
3,210
4,970
POB Principal-Misc
POB Interest - Misc 3,224 3,222
19,614
3,220
9,250SUBTOTAL DEBT SERVICE 24,171
TOTAL 1,620,355 1,653,467 1,811,610 1,859,870
435
City Council 21 – 448 6/17/2025
SANITATION FUND
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53702
53710
53719
53720
53745
57000
57005
57010
58000
58005
Graffiti Restitution-Courts 2,416 1,163 3,000 3,000
1,500
6,060,000
150,000
0
Abatement Control Charge
Sanitation Charge
0 300
6,059,535
268,668
50
40,000
6,060,000
100,000
0
6,012,980
Penalties & Service Charge
Administrative Hearing Appeal Fee
Expense Reimbursement
Expense Reimbursement-Floral P
Miscellaneous Recoveries
Earning On Investments
168,603
0
0
0
0 3,000
0
500
0 500
13,178
57,467
0
33,782
49,854
7,501
200,000
0
15,000
35,000
0
20,000
35,000
0Investment Income-Trustee
59000-057 Transfer From Fund 057
59000-069 Transfer From Fund 069
TOTAL REVENUES
200,000
0
200,000
0
950,000
750,000
6,454,644 6,620,853 6,456,000 7,970,500
EXPENDITURES
06817640 PUB WKS-ENVIRONMENT/SANITATION
06817641 PUB WKS-ROADWAY CLEANING
TOTAL EXPENDITURES
2,821,903
4,467,687
2,735,125
4,869,432
2,633,680
6,026,250
2,786,590
6,257,340
7,289,590 7,604,557 8,659,930 9,043,930
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,526,968 2,918,111 3,634,880 3,503,510
3,164,580
336,150
1,931,460
4,030
1,457,429
293,366
1,631,168
1,271,833
104,883
3,943
1,677,349
368,636
1,975,826
580,268
84,368
0
2,197,960
450,950
2,279,080
4,030
DEBT SERVICE
TRANSFERS
93,030
0
104,200
0
TOTAL 7,289,590 7,604,557 8,659,930 9,043,930
436
City Council 21 – 449 6/17/2025
SANITATION FUND
PUBLIC WORKS ACCOUNTING UNIT
06817002PUB WKS-ENVIRONMENT/SANITATION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
3,000
PROPOSED
FY 25-26Code
53702
53710
53719
53720
53745
57000
57005
57010
58000
58005
59000
59000
LINE ITEM RESOURCES
Graffiti Restitution-Courts
Abatement Control Charge
Sanitation Charge
2,416 1,163 3,000
1,5000300
6,059,535
268,668
50
40,000
6,060,000
100,000
0
6,012,980 6,060,000
150,000
0
Penalties & Service Charge
Administrative Hearing Appeal Fee
Expense Reimbursement
Expense Reimbursement-Floral P
Miscellaneous Recoveries
Earning On Investments
Investment Income-Trustee
Transfer From Fund 057
Transfer From Fund 069
SUBTOTAL REVENUES
168,603
0
0
0
0 3,000
0
500
0 500
13,178
57,467
0
33,782
49,854
7,501
200,000
0
15,000
35,000
0
20,000
35,000
0
200,000
0
200,000
0
950,000
750,000
7,970,5006,454,644 6,620,853 6,456,000
TOTAL 6,454,644 6,620,853 6,456,000 7,970,500
437
City Council 21 – 450 6/17/2025
SANITATION FUND
PUBLIC WORKS ACCOUNTING UNIT
06817640PUB WKS-ENVIRONMENT/SANITATION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
677,040
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 537,923 522,985 701,420
12,670
0
Salaries Cash Out/Separation
Salaries Part-Time
0
0
6,182
10,619
(1,117)
42,953
56,089
398
15,300
6,230
Salaries Overtime 7,006
38,246
88,669
0
38,530
62,500
76,050
230
38,530
62,060
85,800
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 7,723
88,830
1,574
30,892
800,863
8,122 9,880 10,160
123,780
6,810
Health Insurance 84,044
5,057
136,260
6,570Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
30,173
765,505
25,800
1,054,390
27,390
1,068,620
62010
62120
62130
62140
62300
62322
Communications 14,411
803
9,922
666
0
5,670
7,520
5,670Training, Transportation, Meetings
Tuition Reimbursement 0 333 4,120 4,120
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
930 450 2,370 2,370
390,367
0
563,965
0
406,200
500
500,000
500
406,511 575,337 418,860 520,180
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
21,148
77,008
98,157
149,675
77,053
210,000
49,300
95,200
49,300
SUBTOTAL COMMODITIES 226,728 259,300 144,500
65010
65011
65012
65040
65055
65100
65105
65240
65400
Rental City Equipment 160,774
30,558
5,289
174,816
66,797
5,756
188,850
98,160
3,510
184,170
123,440
17,290
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
33,460
0
35,550
5,446
40,080
5,580
40,880
5,610
92,677
5,663
87,872
5,293
84,460
5,350
93,070
Benefits Overhead 7,350
Public Works Administrative Ch
Indirect Costs
159,000
166,249
653,671
173,300
175,209
730,040
173,300
274,570
873,860
406,300
141,500
1,019,610SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 831,799
0
412,819
935
0
3,250
3,250
0
3,250
3,250
Computer Software Subscriptions
SUBTOTAL CAPITAL 831,799 413,754
67200
67301
67311
Principal-Leases 0
10,841
19,780
30,621
282
3,716
550
3,720
0
10,750
19,680
30,430
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
19,765
23,762
19,750
24,020
68000 Transfer to Fund 051 282 0 0 0
SUBTOTAL TRANSFERS 282 0 0 0
TOTAL 2,821,903 2,735,125 2,633,680 2,786,590
438
City Council 21 – 451 6/17/2025
SANITATION FUND
PUBLIC WORKS ACCOUNTING UNIT
06817641PUB WKS-ROADWAY CLEANING
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
1,472,160
41,870
1,076,682 1,378,901
49,537
15,591
11,166
127,393
166,354
585
1,516,250
12,670
0
Salaries Cash Out/Separation
Salaries Part-Time
10,155
60,834
31,549
74,021
171,610
2,033
143,900
104,000
145,280
219,860
5,400
Salaries Overtime 104,000
150,310
194,320
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 16,351
218,811
1,574
22,910
287,517
12,984
79,668
2,152,605
23,450 21,960
352,590
14,880
67,910
2,434,890
Health Insurance 355,630
14,380Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62,486
1,726,105
54,560
2,580,490
62010
62120
62130
62140
62300
Communications 15,215 9,790
1,158
0
4,500
15,940
4,500Training, Transportation, Meetings
Tuition Reimbursement
0
0 0 1,000 0
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
578 120 2,100 2,100
1,035,125
1,050,917
1,090,944
1,102,012
1,771,500
1,779,100
2,621,860
2,644,400
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
173,403
21,807
126,569
15,338
171,650
20,000
171,650
20,000
SUBTOTAL COMMODITIES 195,210 141,907 191,650 191,650
65010
65011
65012
65020
65040
65055
65100
65105
65240
65400
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
46,072
12,840
1,440
79,454
35,895
44,360
51,510
62,050
55,090
3,6502,521 1,800
107,560
68,880
0
107,600
77,360
142,330
101,520
14,140
155,460
103,560
14,210
210,780
18,620
0
IT Maintenance Charge
Communications- Landlines
Insurance Charges
11,851
187,457
11,456
188,400
353,393
977,498
232,015
13,977
178,610
11,310Benefits Overhead
Public Works Administrative Ch
Indirect Costs
205,330
479,783
1,245,787
205,330
654,310
1,405,220
288,430
911,850SUBTOTAL FIXED CHARGES
66200
66400
66511
Buildings & Building Improvements
Machinery & Equipment
225,824
214,143
68
164,630
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL
1,884
166,514
780
780
780
780440,034
67200
67301
67311
Principal-Leases 0
26,292
47,971
74,263
3,661
9,011
6,520
14,600
47,890
69,010
0
26,060
47,710
73,770
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
47,934
60,606
68000 Transfer to Fund 051 3,661 0 0 0
SUBTOTAL TRANSFERS 3,661 0 0 0
TOTAL 4,467,687 4,869,432 6,026,250 6,257,340
439
City Council 21 – 452 6/17/2025
REFUSE COLLECTION SERVICE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50052
52025
53718
53720
53724
53729
53742
53743
53744
53750
53751
55600
57010
57702
58000
58005
Refuse Contract Program Surcharge
State Grants-Direct
1,005 0 0 0
00
12,187,336
477,390
89,739
2,266,666
2,326,800
1,010,000
50,000
0
573 901,150
13,926,000
676,800
0
Refuse Collection Charge
Penalties & Service Charge
NPDES Refuse Non-Residential
Refuse Vehicle Impact
13,149,307
775,032
9
14,791,200
875,000
0
2,406,066
2,469,898
1,072,115
108,687
0
2,521,080
2,587,960
1,123,360
55,610
2,607,800
2,676,990
1,162,010
57,530
53,700
47,800
25,000
115,000
0
Refuse Admin Fee
NPDES Fee
Clean Business Initiative Fee
Residential C&D Review Fee
Commercial C&D Review Fee
Administrative Citations
Miscellaneous Recoveries
County Waste Importation
Earning On Investments
Investment Income-Trustee
TOTAL REVENUES
53,730
0 0 52,540
0 400 300,000
275,000
772,000
45,000
2,352 53,631
795,226
82,372
615
728,003
70,406
0
45,000
00
19,209,698 20,913,932 23,290,230 22,457,030
EXPENDITURES
06917019 REFUSE INTERFUND TRANSFER
06917640 REFUSE COLLECTION SERVICE
TOTAL EXPENDITURES
3,366,405 3,478,190 6,051,640 4,519,810
15,903,885 16,528,229 19,148,120 18,620,880
19,270,291 20,006,419 25,199,760 23,140,690
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,103,644
13,560,898
39,567
1,175,734
14,274,245
55,719
1,530,930 1,544,020
15,827,780
90,000
16,368,390
90,000
1,145,835
30,653
897,324
107,349
17,857
1,101,200
2,445,200
19,600
1,097,940
38,000
DEBT SERVICE
TRANSFERS
23,288 23,140
3,366,405 3,478,190 3,644,440 4,519,810
TOTAL 19,270,291 20,006,419 25,199,760 23,140,690
440
City Council 21 – 453 6/17/2025
REFUSE COLLECTION SERVICE
PUBLIC WORKS ACCOUNTING UNIT
06917002REFUSE COLLECTION REVENUE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50052
52025
53718
53720
53724
53729
53742
53743
53744
53750
53751
55600
57010
57702
58000
58005
LINE ITEM RESOURCES
Refuse Contract Program Surcharge
State Grants-Direct
1,005
0
0 0 0
0573
13,149,307
775,032
9
901,150
13,926,000
676,800
0
Refuse Collection Charge
Penalties & Service Charge
NPDES Refuse Non-Residential
Refuse Vehicle Impact
12,187,336
477,390
89,739
2,266,666
2,326,800
1,010,000
50,000
0
14,791,200
875,000
0
2,406,066
2,469,898
1,072,115
108,687
0
2,521,080
2,587,960
1,123,360
55,610
2,607,800
2,676,990
1,162,010
57,530
53,700
47,800
25,000
115,000
0
Refuse Admin Fee
NPDES Fee
Clean Business Initiative Fee
Residential C&D Review Fee
Commercial C&D Review Fee
Administrative Citations
Miscellaneous Recoveries
County Waste Importation
Earning On Investments
Investment Income-Trustee
SUBTOTAL REVENUES
53,730
0 0 52,540
0 400 300,000
275,000
772,000
45,000
2,352 53,631
795,226
82,372
615
728,003
70,406
0
45,000
00
19,209,698 20,913,932 23,290,230 22,457,030
TOTAL 19,209,698 20,913,932 23,290,230 22,457,030
441
City Council 21 – 454 6/17/2025
REFUSE COLLECTION SERVICE
PUBLIC WORKS ACCOUNTING UNIT
06917019REFUSE INTERFUND TRANSFER
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 24-25
2,407,200
2,407,200
66220 0 0 0
0 0 0
68000
68000
68000
Transfer to Fund 057
Transfer to Fund 059
Transfer to Fund 068
SUBTOTAL TRANSFERS
1,099,739
2,266,666
0
1,072,124
2,406,066
0
1,123,360
2,521,080
0
1,162,010
2,607,800
750,000
3,366,405 3,478,190 3,644,440 4,519,810
TOTAL 3,366,405 3,478,190 6,051,640 4,519,810
442
City Council 21 – 455 6/17/2025
REFUSE COLLECTION SERVICE
PUBLIC WORKS ACCOUNTING UNIT
06917640REFUSE COLLECTION SERVICE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
994,920
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 633,964
0
776,982 934,570
4,940Salaries Cash Out/Separation
Salaries Part-Time
0
45,006
18,958
59,014
77,061
1,690
0
49,170
50,000
81,510
89,070
1,840
85,392
69,038
44,085
48,160
50,000
92,350
123,620
1,810
Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
102,208
3,168
Medicare Insurance 10,959
112,474
0
11,874
131,396
7,422
15,100
205,260
9,550
14,240
222,720
9,160
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
42,356
1,103,644
46,331
1,175,734
34,510
1,530,930
42,450
1,544,020
62010
62120
62140
62300
62302
Communications 700
825
6,079
856
10,000
15,000
10,000
15,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
0 519 2,500 2,500
13,517,443
41,930
14,251,286
15,505
16,340,890
0
15,800,280
0
13,560,898 14,274,245 16,368,390 15,827,780
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
20,653
18,915
39,567
42,250
13,469
55,719
60,000
30,000
90,000
60,000
30,000
90,000SUBTOTAL COMMODITIES
65000
65010
65011
65012
65040
65055
65100
65105
65240
65400
Building Rental 0
33,649
6,684
0
24,997
6,108
0
44,870
6,630
20,990
32,790
10,020
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,680 1,176 2,590
47,410
0
65,420
10,021
134,925
8,128
62,340
8,680
69,650
9,560
127,067
7,765
112,950
7,150
131,400
12,520
512,650
298,360
1,097,940
Benefits Overhead
Public Works Administrative Ch
Indirect Costs
676,800
244,780
1,145,835
369,920
276,629
897,324
467,520
388,470
1,101,200SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 30,598
55
107,009
340
0
38,000
38,000
0
38,000
38,000
Computer Software Subscriptions
SUBTOTAL CAPITAL 30,653 107,349
67301
67311
POB Principal-Misc 8,245
15,043
23,288
2,826
15,031
17,857
4,580
15,020
19,600
8,170
14,970
23,140
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 15,903,885 16,528,229 19,148,120 18,620,880
443
City Council 21 – 456 6/17/2025
EQUIPMENT REPLACEMENT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56003
56004
58000
Non-Enterprise ERC 405,457 872,706 1,242,630 1,413,660
598,120
40,000
Enterprise ERC 293,356
80,433
565,910
101,999
765,610
40,000Earning On Investments
TOTAL REVENUES 779,246 1,540,615 2,048,240 2,051,780
EXPENDITURES
07017100 EQUIPMENT REPLACEMENT
TOTAL EXPENDITURES
1,344,262
1,344,262
1,462,746
1,462,746
3,458,320
3,458,320
2,536,780
2,536,780
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 1,344,262
1,344,262
1,462,746
1,462,746
3,458,320
3,458,320
2,536,780
TOTAL 2,536,780
444
City Council 21 – 457 6/17/2025
EQUIPMENT REPLACEMENT
PUBLIC WORKS
EQUIPMENT REPLACEMENT
Account
ACCOUNTING UNIT
07017002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
56003
56004
58000
LINE ITEM RESOURCES FY 24-25
1,242,630
765,610
40,000
Non-Enterprise ERC
Enterprise ERC
405,457
293,356
80,433
872,706 1,413,660
598,120
40,000
565,910
101,999Earning On Investments
SUBTOTAL REVENUES 779,246 1,540,615 2,048,240 2,051,780
TOTAL 779,246 1,540,615 2,048,240 2,051,780
445
City Council 21 – 458 6/17/2025
EQUIPMENT REPLACEMENT
PUBLIC WORKS
EQUIPMENT REPLACEMENT
Account
ACCOUNTING UNIT
07017100
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 24-25
3,458,320
3,458,320
66400 Machinery & Equipment 1,344,262 1,462,746 2,536,780
SUBTOTAL CAPITAL 1,344,262 1,462,746 2,536,780
TOTAL 1,344,262 1,462,746 3,458,320 2,536,780
446
City Council 21 – 459 6/17/2025
BUILDING MAINT FUND
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
56101
56102
56103
56104
56105
56106
56107
56108
56109
56110
56111
56112
56113
57990
58000
58005
Federal Grant-Indirect 371,091 0 0 0
86,740
2,691,840
479,280
101,330
220,950
1,295,740
28,770
98,180
808,710
395,150
71,950
76,890
106,670
4,000
Newhope Branch Library
Rental Charge City Department
Rental New Corporate Yard
Rental El Salvador Building
Rental Jerome Building
76,260
1,649,970
904,090
82,710
180,380
1,255,480
23,470
80,160
878,420
337,770
58,750
8,510
75,190
1,713,080
760,758
69,595
84,550
1,360,090
1,278,200
98,700
215,220
1,204,870
28,020
95,640
1,395,770
374,490
70,090
13,520
103,910
0
151,778
1,056,438
19,757
Rental City Hall Annex Building
Rental Santa Anita Building
Rental Senior Citizen Center Building
Rental Police Facility
67,449
1,241,245
333,030
49,434
Rental Library Building
Rental Corbin Center Building
Rental Police Sub Station
Rental-Southwest Senior Center
Miscellaneous Income
12,025
87,090
3,217
73,281
3,745
Earning On Investments 21,504
0
17,118 0 0
Investment Income-Trustee
TOTAL REVENUES
10,776 0 0
6,018,872 5,654,699 6,323,070 6,466,200
EXPENDITURES
07317100 BLDG MAINTENANCE
07317101 CUSTODIAL
5,885,392
731,578
5,248,830
811,144
5,791,190
790,280
5,660,070
806,130
TOTAL EXPENDITURES 6,616,970 6,059,973 6,581,470 6,466,200
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
66000
67000
2,023,325 2,015,599 2,232,330 2,235,150
3,047,670
83,800
942,380
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
3,357,211
161,167
861,645
0
2,805,388
141,681
906,613
303
2,906,550
128,400
1,121,140
0
DEBT SERVICE 213,623 190,389 193,050 157,200
TOTAL 6,616,970 6,059,973 6,581,470 6,466,200
447
City Council 21 – 460 6/17/2025
BUILDING MAINT FUND
PUBLIC WORKS
PWA-BLDG MAINTENANCE
Account
ACCOUNTING UNIT
07317002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
56101
56102
56103
56104
56105
56106
56107
56108
56109
56110
56111
56112
56113
57990
58000
58005
LINE ITEM RESOURCES
Federal Grant-Indirect 371,091
76,260
1,649,970
904,090
82,710
180,380
1,255,480
23,470
80,160
878,420
337,770
58,750
8,510
0 0 0
86,740
2,691,840
479,280
101,330
220,950
1,295,740
28,770
98,180
808,710
395,150
71,950
76,890
106,670
4,000
Newhope Branch Library
Rental Charge City Department
Rental New Corporate Yard
Rental El Salvador Building
Rental Jerome Building
75,190
1,713,080
760,758
69,595
84,550
1,360,090
1,278,200
98,700
215,220
1,204,870
28,020
95,640
1,395,770
374,490
70,090
13,520
103,910
0
151,778
1,056,438
19,757
Rental City Hall Annex Building
Rental Santa Anita Building
Rental Senior Citizen Center Building
Rental Police Facility
67,449
1,241,245
333,030
49,434
Rental Library Building
Rental Corbin Center Building
Rental Police Sub Station
Rental-Southwest Senior Center
Miscellaneous Income
12,025
87,090
3,217
73,281
3,745
Earning On Investments 21,504
0
17,118 0 0
Investment Income-Trustee
SUBTOTAL REVENUES
10,776 0 0
6,018,872 5,654,699 6,323,070 6,466,200
TOTAL 6,018,872 5,654,699 6,323,070 6,466,200
448
City Council 21 – 461 6/17/2025
BUILDING MAINT FUND
PUBLIC WORKS
BLDG MAINTENANCE
Account
ACCOUNTING UNIT
07317100
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,365,460
10,600
Salaries Regular 1,232,253
4,940
1,243,771
4,409
1,375,160
0Salaries Cash Out/Separation
Salaries Part-Time 14,036
46,799
90,065
0 18,720 19,170
25,750
126,850
215,080
720
Salaries Overtime 66,441
116,896
153,796
0
25,750
Retirement-Employer Normal Cost 128,380
194,720
700
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
208,808
515
Medicare Insurance 18,009
253,088
1,852
18,941
268,991
11,433
70,571
1,955,248
20,030 20,190
317,760
13,390
59,360
2,173,430
Health Insurance 333,360
13,280Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
73,246
1,943,610
59,820
2,170,820
62000
62010
62012
62120
62140
62251
62300
62320
Utilities 1,361,139
26,569
0
1,171,425
10,432
0
1,266,110
6,260
1,266,110
7,560Communications
Cellular Phone Charges
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services
0 540
2,635 7,709
128
5,720 5,180
928 280 280
36,155
1,314,186
31,769
2,773,383
40,423
894,197
0
38,630
479,320
429,730
2,226,050
57,500
529,320
506,080
2,372,570
Contract Services-Professional
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS 2,124,314
63001
63200
63300
Miscellaneous Operating Expenses
Operating Materials & Supplies
Gas & Diesel
144,439
0
65,545
47,951
4,668
68,400
50,450
4,950
18,400
50,450
4,9504,430
148,870SUBTOTAL COMMODITIES 118,164 123,800 73,800
65010
65011
65012
65040
65055
65100
65105
65240
65400
Rental City Equipment 51,362
345
54,717
2,605
40,610
3,410
47,850
10,420
0
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,464 1,491 4,030
77,080
0
86,070
13,184
205,522
12,381
63,090
431,917
870,976
89,830 91,630
12,580
187,130
16,480
304,910
225,770
896,770
12,510
219,738
13,429
57,500
398,767
819,684
195,720
12,390Benefits Overhead
Public Works Administrative Ch
Indirect Costs
194,490
536,080
1,089,070SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 303 0 0
SUBTOTAL CAPITAL 0 303 0 0
67003
67301
67311
Loan Payment-OBF 83,976
41,022
74,847
199,845
90,974
14,060
74,790
179,824
83,950
22,780
74,720
181,450
28,410
40,650
74,440
143,500
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 5,885,392 5,248,830 5,791,190 5,660,070
449
City Council 21 – 462 6/17/2025
BUILDING MAINT FUND
PUBLIC WORKS
CUSTODIAL
Account
ACCOUNTING UNIT
07317101
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 11,137
54,494
281
0 0 0
56,550
0
Salaries Part-Time 54,420
0
55,480
0Salaries Overtime
Retirement-Employer Normal Cost 1,170 0 0 0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
2,712
1,969
973
0 0 0
2,041
789
0
2,080
800
0
2,120
820
0
Medicare Insurance
Health Insurance 3,082
3,898
79,714
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,102
60,352
3,150
61,510
2,230
61,720
62310
63001
Janitorial & Housekeeping 583,828 681,074 680,500 675,100
SUBTOTAL CONTRACTUALS 583,828 681,074 680,500 675,100
Miscellaneous Operating Expenses 12,297 23,517 4,600 10,000
SUBTOTAL COMMODITIES 12,297 23,517 4,600 10,000
65040
65100
65105
65240
65400
IT Maintenance Charge
Insurance Charges
1,230
11,695
715
0
9,034
544
0
10,310
650
0
7,390
0Benefits Overhead
Public Works Administrative Ch
Indirect Costs
7,900
20,421
41,961
8,670
17,389
35,636
0 18,800
19,420
45,610
21,110
32,070SUBTOTAL FIXED CHARGES
67301
67311
POB Principal-Misc 4,878
8,900
1,672
8,893
2,710
8,890
4,840
8,860POB Interest - Misc
SUBTOTAL DEBT SERVICE 13,778 10,565 11,600 13,700
TOTAL 731,578 811,144 790,280 806,130
450
City Council 21 – 463 6/17/2025
CIVIC CENTER MAINTENANCE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53322
53323
53324
Civic Center Project Charges
Civic Center Maintenance Charges
Civic Center Police Security
34,634 0 100,000 1,000,000
1,739,210
1,455,978
600,000
1,867,320
1,835,422
600,000
2,043,500 2,490,000
0
0
0
059000-011 Transfer From Fund 011
TOTAL REVENUES 3,829,821 4,302,742 2,143,500 3,490,000
EXPENDITURES
07417655 CIVIC CENTER MAINTENANCE
07417656 CIVIC CENTER AUTHORITY
TOTAL EXPENDITURES
1,652,321
600,000
1,981,000
600,000
2,143,500
0
3,490,000
0
2,252,321 2,581,000 2,143,500 3,490,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
100,437 203,012 428,300 445,630
1,878,670
30,500
222,100
900,000
0
1,449,804
14,355
58,840
0
1,613,438
53,188
97,323
0
1,426,070
30,500
147,530
100,000
0DEBT SERVICE
TRANSFERS
15,690
13,195
600,000
3,923
10,117
600,000
11,100
0
13,100
0MISCELLANEOUS
TOTAL 2,252,321 2,581,000 2,143,500 3,490,000
451
City Council 21 – 464 6/17/2025
CIVIC CENTER MAINTENANCE
PUBLIC WORKS ACCOUNTING UNIT
07417002NON-DEPARTMENT CIVIC CENTER
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
100,000
PROPOSED
FY 25-26Code
53322
53323
53324
59000
LINE ITEM RESOURCES
Civic Center Project Charges
Civic Center Maintenance Charges
Civic Center Police Security
Transfer From Fund 011
34,634
1,739,210
1,455,978
600,000
0 1,000,000
1,867,320
1,835,422
600,000
2,043,500 2,490,000
0
0
0
0
SUBTOTAL REVENUES 3,829,821 4,302,742 2,143,500 3,490,000
TOTAL 3,829,821 4,302,742 2,143,500 3,490,000
452
City Council 21 – 465 6/17/2025
CIVIC CENTER MAINTENANCE
PUBLIC WORKS ACCOUNTING UNIT
07417655CIVIC CENTER MAINTENANCE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
268,200
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 57,747
6,147
140,922 272,790
32,270
34,590
3,960
Retirement-Employer Normal Cost 18,017
12,010
2,174
29,849
0
32,780
28,580
3,890
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
14,251
909
Health Insurance 18,113
0
89,400
2,680
89,400
2,730Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,269
100,437
40 2,770 9,890
203,012 428,300 445,630
62000
62010
62320
Utilities 268,107
3,275
315,846
2,249
300,000
3,280
348,400
3,280Communications
Maintenance & Repair Buildings
SUBTOTAL CONTRACTUALS
1,178,423
1,449,804
1,295,343
1,613,438
1,122,790
1,426,070
1,526,990
1,878,670
63200
63300
Operating Materials & Supplies
Gas & Diesel
7,952
6,402
50,000
3,188
30,000
500
30,000
500
SUBTOTAL COMMODITIES 14,355 53,188 30,500 30,500
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
6,672
126
7,104
252
6,110
2,700
8,930
670
22,310
0
22,750
9,585
9,876
10
23,750
3,310
24,220
3,320
9,807
599
9,070 29,250
4,360Benefits Overhead 570
Indirect Costs 19,325
58,840
47,746
97,323
102,020
147,530
151,350
222,100SUBTOTAL FIXED CHARGES
66220
67003
68001
Improvements Other Than Building 0 0 100,000 900,000
SUBTOTAL CAPITAL 0 0 100,000 900,000
Loan Payment-OBF 15,690 3,923 0 0
SUBTOTAL DEBT SERVICE 15,690 3,923 0 0
POB Misc Xfer to Fund 406 13,195 10,117 11,100 13,100
SUBTOTAL TRANSFERS 13,195 10,117 11,100 13,100
TOTAL 1,652,321 1,981,000 2,143,500 3,490,000
453
City Council 21 – 466 6/17/2025
CIVIC CENTER MAINTENANCE
PUBLIC WORKS
CIVIC CENTER AUTHORITY
Account
ACCOUNTING UNIT
07417656
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
69135 Payment to Subagent 600,000 600,000 0 0
SUBTOTAL MISCELLANEOUS 600,000 600,000 0 0
TOTAL 600,000 600,000 0 0
454
City Council 21 – 467 6/17/2025
FLEET MAINTENANCE
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53902
56000
56006
57000
57972
58000
58005
Misc Service Charge 605,932 86,182 110,000 200,000
3,707,670
2,546,640
8,400
Charges To Departments
Accident Repair & Replacement
Expense Reimbursement
Sale of Equipment
4,769,481
313,018
15,148
193,456
5,106
5,222,035
319,683
1,418
5,341,020
550,940
2,800
73,707
10,884
7,843
115,000
7,340
115,000
7,340Earning On Investments
Investment Income-Trustee
TOTAL REVENUES
0 0 0
5,902,140 5,721,753 6,127,100 6,585,050
EXPENDITURES
07517100 EQUIP MAINT-GARAGE OPERATION
07517101 EQUIP REPLACEMENT
TOTAL EXPENDITURES
5,942,750
2,400
5,629,307
3,180
6,780,320
3,180
6,585,050
0
5,945,150 5,632,487 6,783,500 6,585,050
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,690,659 2,561,395 3,197,350 3,118,860
660,330
624,550
2,028,150
14,100
139,060
0
812,487
683,868
1,614,539
0
732,513
595,461
1,621,835
10,329
110,953
0
679,970
625,250
2,142,830
14,100
124,000
0
DEBT SERVICE
TRANSFERS
139,993
3,605
TOTAL 5,945,150 5,632,487 6,783,500 6,585,050
455
City Council 21 – 468 6/17/2025
FLEET MAINTENANCE
PUBLIC WORKS
FLEET MAINTENANCE
Account
ACCOUNTING UNIT
07517002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
110,000
PROPOSED
FY 25-26Code
53902
56000
56006
57000
57972
58000
58005
LINE ITEM RESOURCES
Misc Service Charge 605,932
4,769,481
313,018
15,148
193,456
5,106
86,182 200,000
3,707,670
2,546,640
8,400
Charges To Departments
Accident Repair & Replacement
Expense Reimbursement
Sale of Equipment
5,222,035
319,683
1,418
5,341,020
550,940
2,800
73,707 115,000
7,340
115,000
7,340Earning On Investments
Investment Income-Trustee
SUBTOTAL REVENUES
10,884
0 7,843 0 0
5,902,140 5,721,753 6,127,100 6,585,050
TOTAL 5,902,140 5,721,753 6,127,100 6,585,050
456
City Council 21 – 469 6/17/2025
FLEET MAINTENANCE
PUBLIC WORKS ACCOUNTING UNIT
07517100EQUIP MAINT-GARAGE OPERATION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
2,145,130
106,330
22,060
1,804,103
36,560
1,796,669
754
2,125,200
0Salaries Cash Out/Separation
Salaries Part-Time 20,460 10,532
38,478
129,084
169,481
395
22,060
10,000
161,760
262,300
830
Salaries Overtime 111,575
95,703
10,000
Retirement-Employer Normal Cost 160,820
216,800
830
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
221,877
756
Medicare Insurance 26,545
263,511
2,244
26,031
271,476
16,737
101,759
2,561,395
31,310 31,090
396,070
20,380
89,170
3,118,860
Health Insurance 396,070
20,480Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
107,324
2,690,659
87,520
3,197,350
62010
62120
62140
62251
62300
62322
Communications 22,419
10,031
16,447
891
3,398
28,001
6,964
2,700
32,960
4,250
3,400
16,890
4,250
Training, Transportation, Meetings
Membership, Subscription & Dues
Other Agency Services 1,507 1,620 1,620
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
133,962
628,736
812,487
173,391
519,252
732,513
112,570
525,870
679,970
108,300
525,870
660,330
63001
63101
63202
63300
63301
Miscellaneous Operating Expenses
Tool Allowances
30,104
16,086
609,240
14,004
14,433
683,868
32,930
11,400
535,974
15,157
0
24,930
16,500
569,950
13,870
0
24,930
16,500
569,950
13,170
0
Operating Materials & Supplies
Gas & Diesel
Alternative Fuel-CNG
SUBTOTAL COMMODITIES 595,461 625,250 624,550
65012
65020
65040
65055
65100
65105
65240
65400
Accident Repair & Replacement
City Yard Rental
0
488,460
124,260
0
0
488,500
121,510
18,612
4,690
646,340
126,810
17,660
0
706,260
129,360
17,750
IT Maintenance Charge
Communications- Landlines
Insurance Charges 321,972
19,676
61,700
596,071
1,612,139
296,352
17,852
286,490
18,140
274,280
23,260Benefits Overhead
Public Works Administrative Ch
Indirect Costs
65,520 211,320
828,200
2,139,650
556,980
320,260
2,028,150
610,309
1,618,655SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 10,329 14,100 14,100
SUBTOTAL CAPITAL 0 10,329 14,100 14,100
67200
67301
67311
Principal-Leases 0
49,563
90,430
139,993
3,605
16,987
90,361
110,953
6,210
27,520
90,270
124,000
0
49,120
89,940
139,060
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
68000 Transfer to Fund 051 3,605 0 0 0
SUBTOTAL TRANSFERS 3,605 0 0 0
TOTAL 5,942,750 5,629,307 6,780,320 6,585,050
457
City Council 21 – 470 6/17/2025
FLEET MAINTENANCE
PUBLIC WORKS
EQUIP REPLACEMENT
Account
ACCOUNTING UNIT
07517101
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
3,180
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
65240 Public Works Administrative Ch 2,400 3,180 0
SUBTOTAL FIXED CHARGES 2,400 3,180 3,180 0
TOTAL 2,400 3,180 3,180 0
458
City Council 21 – 471 6/17/2025
STORES & PROPERTY CONTROL
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56001
56002
57010
57082
57972
57973
57974
Gas & Diesel Dept Charge Back
Store Administrative Charge Back
Miscellaneous Recoveries
Contributions and Donations
Sale of Equipment
1,664,260 1,533,761 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
233,357
1,394
328
307,526
7,639
0
50,147
86,844
44,206
0
20,910
99,963
48,330
850,000
Sale of CNG-Compress Natural Gas
Sale of Propane
59000-011 Transfer From Fund 011
TOTAL REVENUES 2,080,535 2,868,130 0 0
EXPENDITURES
07617102 STORES & PROPERTY CONTROL
TOTAL EXPENDITURES
2,159,193
2,159,193
2,211,746
2,211,746
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
155,462 160,693 0
0
0
0
0
0
0
0
0
0
0
0
132,796
1,513,639
318,204
19,447
81,146
1,462,176
341,957
155,994
9,781DEBT SERVICE 19,645
TOTAL 2,159,193 2,211,746 0 0
459
City Council 21 – 472 6/17/2025
STORES & PROPERTY CONTROL
PUBLIC WORKS ACCOUNTING UNIT
07617002STORES & PROPERTY CONTROL
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
56001
56002
57010
57082
57972
57973
57974
59000
LINE ITEM RESOURCES
Gas & Diesel Dept Charge Back
Store Administrative Charge Back
Miscellaneous Recoveries
Contributions and Donations
Sale of Equipment
1,664,260
233,357
1,394
1,533,761
307,526
7,639
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
328 0
50,147
86,844
44,206
0
20,910
99,963
48,330
850,000
2,868,130
Sale of CNG-Compress Natural Gas
Sale of Propane
Transfer From Fund 011
SUBTOTAL REVENUES 2,080,535
TOTAL 2,080,535 2,868,130 0 0
460
City Council 21 – 473 6/17/2025
STORES & PROPERTY CONTROL
PUBLIC WORKS ACCOUNTING UNIT
07617102STORES & PROPERTY CONTROL
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 79,868
21,292
6,002
78,038 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 24,612
3,184
10,196
13,077
923
Salaries Overtime
Retirement-Employer Normal Cost 8,018
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
18,588
787
Medicare Insurance 1,457
13,625
0
1,531
22,460
791
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
5,826
155,462
5,881
160,693
62010
62120
62251
62300
Communications 579
110
526
0
0
0
0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Other Agency Services 0 3,508
77,112
81,146
Contract Services-Professional
SUBTOTAL CONTRACTUALS
132,107
132,796
63001
63300
63301
63302
Miscellaneous Operating Expenses
Gas & Diesel
46,295
1,397,230
27,194
16,234
1,334,990
62,762
0
0
0
0
0
0
0
0
0
0
Alternative Fuel-CNG
Alternative Fuel-Propane
SUBTOTAL COMMODITIES
42,920 48,190
1,513,639 1,462,176
65010
65011
65012
65020
65040
65055
65100
65105
65240
65400
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
14,866
0
24,324
1,524
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
363 510
221,080
10,320
0
221,100
13,940
2,135
IT Maintenance Charge
Communications- Landlines
Insurance Charges 17,479
1,068
20,100
32,928
318,204
17,129
1,032Benefits Overhead
Public Works Administrative Ch
Indirect Costs
25,220
35,044
341,957SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 19,447
0
155,936
58
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 19,447 155,994
67301
67311
POB Principal-Misc 6,955
12,690
19,645
2,384
7,397
9,781
0
0
0
0
0
0
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 2,159,193 2,211,746 0 0
461
City Council 21 – 474 6/17/2025
CITY YARD OPERATION
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53739
53804
53826
56001
56115
56200
56201
56202
56203
56204
56205
56206
56207
57010
57973
57974
Rental-Serco 9,720 3,240 9,700 9,700
4,100Parking Meter & Facilities Revenue
Rental-Aldridge Group
Gas & Diesel Dept Charge Back
Rental Corporate Yard - PD
Fleet Maintenance
13,760
27,500
0
13,800
7,500
0
18,200
30,000
1,560,000
20,650
646,340
10,300
0
0
1,560,000
134,380
569,770
57,920
308,880
32,060
7,640
15,600
488,460
7,780
0
15,600
488,500
7,800
0
Traffic Signal Maintenance
Street Maintenance
Roadway Cleaning 107,560
25,620
107,560
221,080
228,770
750
107,600
25,600
107,600
221,100
228,800
975
142,330
33,910
142,330
292,540
302,720
1,000
Street Tree
Park Maintenance 192,680
0Store
Water Maintenance 451,200
1,000Miscellaneous Recoveries
Sale of CNG-Compress Natural Gas
Sale of Propane
0 0 50,000
0
131,500
42,50000
TOTAL REVENUES 1,254,160 1,228,115 3,260,020 3,503,330
EXPENDITURES
08517138 CITY YARD OPERATIONS
TOTAL EXPENDITURES
1,771,409
1,771,409
1,606,385
1,606,385
3,061,190
3,061,190
2,489,290
2,489,290
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
67000
55,947 7,990 75,060 70,390
296,750
1,323,110
797,420
1,620
CONTRACTUALS
COMMODITIES
FIXED CHARGES
DEBT SERVICE
512,120
11,112
370,318
43,523
296,750
1,323,110
1,364,900
1,370
1,190,606
1,624
1,183,309
1,245
TOTAL 1,771,409 1,606,385 3,061,190 2,489,290
462
City Council 21 – 475 6/17/2025
CITY YARD OPERATION
PUBLIC WORKS ACCOUNTING UNIT
08517002CITY YARD OPERATIONS REVENUE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
9,700
PROPOSED
FY 25-26Code
53739
53804
53826
56001
56115
56200
56201
56202
56203
56204
56205
56206
56207
57010
57973
57974
LINE ITEM RESOURCES
Rental-Serco 9,720
13,760
27,500
0
3,240 9,700
4,100Parking Meter & Facilities Revenue
Rental-Aldridge Group
Gas & Diesel Dept Charge Back
Rental Corporate Yard - PD
Fleet Maintenance
13,800
7,500
0
18,200
30,000
1,560,000
20,650
646,340
10,300
0
0
1,560,000
134,380
569,770
57,920
308,880
32,060
7,640
15,600
488,460
7,780
0
15,600
488,500
7,800
0
Traffic Signal Maintenance
Street Maintenance
Roadway Cleaning 107,560
25,620
107,560
221,080
228,770
750
107,600
25,600
107,600
221,100
228,800
975
142,330
33,910
142,330
292,540
302,720
1,000
Street Tree
Park Maintenance 192,680
0Store
Water Maintenance 451,200
1,000Miscellaneous Recoveries
Sale of CNG-Compress Natural Gas
Sale of Propane
0 0 50,000
0
131,500
42,500
3,503,330
0 0
SUBTOTAL REVENUES 1,254,160 1,228,115 3,260,020
TOTAL 1,254,160 1,228,115 3,260,020 3,503,330
463
City Council 21 – 476 6/17/2025
CITY YARD OPERATION
PUBLIC WORKS
CITY YARD OPERATIONS
Account
ACCOUNTING UNIT
08517138
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
20,560
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 19,924
19,051
2,459
(914)20,550
32,330
3,500
2,430
0
Salaries Part-Time 6,390
3,946
(182)
0
37,060
3,500
2,510
(580)
1,390
540
Salaries Overtime
Retirement-Employer Normal Cost 2,237
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
5,187
692 240 1,210
300Medicare Insurance 578 72
Health Insurance 3,516
0
(1,844)
0
8,000
210
8,000
210Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,303
55,947
282 1,870
75,060
1,860
70,3907,990
62010
62251
62300
62320
62322
Communications 16,899
32,295
445,183
5,625
13,245
36,107
311,064
9,903
10,750
26,000
250,000
5,000
10,750
26,000
250,000
5,000
Other Agency Services
Contract Services-Professional
Maintenance & Repair Buildings
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS
12,119
512,120
0 5,000 5,000
370,318 296,750 296,750
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
9,188
1,924
43,467
56
20,540
1,302,570
1,323,110
20,540
1,302,570
1,323,110SUBTOTAL COMMODITIES 11,112 43,523
65000
65010
65011
65012
65040
65055
65100
65105
65240
65400
Building Rental 1,136,700
16,824
0
1,136,700
17,444
0
1,278,210
18,950
730
520,510
4,350Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,300
348 347 640 37,620
1,8201,730
0
3,130
479
5,310
740 250
6,910
422
820 9,610
610
22,880
330Benefits Overhead 49
Public Works Administrative Ch
Indirect Costs
14,600
13,072
1,190,606
21,300
3,040
1,183,309
26,850
23,250
1,364,900
121,750
85,610
797,420SUBTOTAL FIXED CHARGES
67301
67311
POB Principal-Misc 575
1,049
1,624
197
1,048
1,245
320
1,050
1,370
570
1,050
1,620
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 1,771,409 1,606,385 3,061,190 2,489,290
464
City Council 21 – 477 6/17/2025
PUB WKS ENG/PROJ MGMT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
51708
51709
56000
56300
57000
57006
57010
58005
CIP Construction Projects Permits
CIP Construction Permit Oversight Deposit
Charges To Departments
0
0
13,936 0 0
0
0
0
0
0
0
0
0
0
44,315 50,000
6,634,140
10,000
0
5,017,849
0
5,039,983
Engineering Cost Allocation 0
0Expense Reimbursement 163,829
83,290
1,725
0
Expense Reimbursement-Condemn Deposit
Miscellaneous Recoveries
45,205
180
38,000
300
Investment Income-Trustee 3,039
2,900,000
0
2,000
059000-011 Transfer From Fund 011
59000-029 Transfer From Fund 029-Gax Tax
TOTAL REVENUES
0
10,000 0
5,276,693 8,046,658 6,734,440 0
EXPENDITURES
08617613 CIP ENGINEERING
TOTAL EXPENDITURES
6,238,110
6,238,110
6,803,969
6,803,969
6,734,440
6,734,440
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
3,019,525 3,562,050 4,109,360 0
0
0
0
0
0
0
605,075
53,693
223,867
45,017
101,930
71,810
2,200,026
165
2,669,228
1,281
2,119,210
9,000
DEBT SERVICE
TRANSFERS
243,022
116,604
189,506
113,020
209,920
113,210
TOTAL 6,238,110 6,803,969 6,734,440 0
465
City Council 21 – 478 6/17/2025
PUB WKS ENG/PROJ MGMT
PUBLIC WORKS
CIP ENGINEERING
Account
ACCOUNTING UNIT
08617613
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
2,466,610
0
Salaries Regular 1,966,541
75,372
2,253,118
84,998
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Cash Out/Separation
Salaries Part-Time 139,764
42,572
128,493
129,280
190,037
275,336
4,815
116,760
148,500
288,970
349,830
4,380
Salaries Overtime
Retirement-Employer Normal Cost 113,035
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
262,061
5,230
Medicare Insurance 30,389 36,727 45,770
Health Insurance 252,715
2,512
302,824
22,201
556,820
30,690Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
129,336
3,019,525
134,220
3,562,050
101,030
4,109,360
62010
62120
62140
62300
62322
Communications 29,237
7,524
5,609
562,705
0
12,274
18,347
13,797
179,449
0
20,000
37,720
14,020
20,190
10,000
101,930
0
0
0
0
0
0
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
SUBTOTAL CONTRACTUALS 605,075 223,867
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
35,048
18,645
53,693
35,642
9,375
59,800
12,010
71,810
0
0
0SUBTOTAL COMMODITIES 45,017
65000
65010
65011
65012
65040
65055
65100
65105
65240
65400
Building Rental 152,490
90,471
0
116,610
71,660
112,480
27,910
0
0
0
0
0
0
0
0
0
0
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,935 2,170
3,252 2,481 580
162,800
0
196,930
30,167
130,480
18,170
388,009
23,711
466,050
913,243
2,200,026
390,764
23,537
283,700
17,960Benefits Overhead
Public Works Administrative Ch
Indirect Costs
922,000
913,144
2,669,228
221,160
1,304,600
2,119,210SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 165 1,281 9,000 0
SUBTOTAL CAPITAL 165 1,281 9,000 0
67200
67301
67311
Principal-Leases 0
86,039
3,154
29,489
5,440
47,770
0
0
0
0
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
156,983
243,022
156,863
189,506
156,710
209,920
68000
68000
Transfer to Fund 051 3,154
113,450
116,604
0
113,020
113,020
0
113,210
113,210
0
0
0
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)
SUBTOTAL TRANSFERS
TOTAL 6,238,110 6,803,969 6,734,440 0
466
City Council 21 – 479 6/17/2025
PUB WKS ENG/PROJ MGMT
PUBLIC WORKS ACCOUNTING UNIT
08617002TRANSP.PLANNING & PROJ MGMT RE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
51708
51709
56000
56300
57000
57006
57010
58005
59000
59000
LINE ITEM RESOURCES
CIP Construction Projects Permits
CIP Construction Permit Oversight Deposit
Charges To Departments
0 13,936 0 0
0
0
0
0
0
0
0
0
0
0
0
5,017,849
0
44,315
5,039,983
0
50,000
6,634,140
10,000
0
Engineering Cost Allocation
Expense Reimbursement 163,829 0
Expense Reimbursement-Condemn Deposit
Miscellaneous Recoveries
83,290
1,725
0
45,205
180
38,000
300
Investment Income-Trustee 3,039
2,900,000
0
2,000
0Transfer From Fund 011 0
Transfer From Fund 029-Gax Tax
SUBTOTAL REVENUES
10,000
5,276,693
0
8,046,658 6,734,440
TOTAL 5,276,693 8,046,658 6,734,440 0
467
City Council 21 – 480 6/17/2025
PUB WKS-ADMIN & PLANNING
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
51702
51704
51708
53740
53749
56000
56305
57010
57790
58000
58005
Parking Permit Fees 336,185 348,585 600,000 370,000
190,000
365,000
20,000
0
Street Construction Permits 0
0
519
190,133
5,631
0
CIP Construction Projects Permits
Small Cell App Fee for City Facilities
Tree Removal-Land Development Related Processing Fee
Charges To Departments
300,000
18,030
0
20,000
1,832 0
5,840,950
1,640,648
825
5,935,950
1,874,049
565
6,201,580 6,450,470
2,000,000
0
Engineering Service Charge
Miscellaneous Recoveries
2,000,000
0
4,000
0
Abandonment Processing 6,468
28,827
0
(4,224)
39,817
9,820
3,000
0Earning On Investments
Investment Income-Trustee 0 0
TOTAL REVENUES 7,871,933 8,402,676 9,125,580 9,398,470
EXPENDITURES
10117601 PUB WKS-ADMIN SERVICES
10117605 PUB WKS-DEVELOPMENT ENGNRING
TOTAL EXPENDITURES
5,121,661
2,683,001
5,442,825
2,453,868
6,128,660
4,095,540
6,074,860
3,352,320
7,804,662 7,896,693 10,224,200 9,427,180
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
3,918,098 4,269,235 5,333,790 5,255,730
1,227,460
64,400
1,454,765
92,467
899,895
55,838
1,359,300
187,000
2,744,230
340,500
164,910
94,470
2,048,961
673
2,246,527
181,138
149,760
94,300
2,187,810
405,070
192,830
93,880
DEBT SERVICE
TRANSFERS
194,127
95,571
TOTAL 7,804,662 7,896,693 10,224,200 9,427,180
468
City Council 21 – 481 6/17/2025
PUB WKS-ADMIN & PLANNING
PUBLIC WORKS ACCOUNTING UNIT
10117002PUB WKS-ADMIN SERVICES REV
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
600,000
PROPOSED
FY 25-26Code
51702
51704
51708
53740
53749
56000
56305
57010
57790
58000
58005
LINE ITEM RESOURCES
Parking Permit Fees 336,185 348,585 370,000
190,000
365,000
20,000
0
Street Construction Permits
CIP Construction Projects Permits
Small Cell App Fee for City Facilities
0
0
519
190,133
5,631
0
300,000
20,000
0
18,030
Tree Removal-Land Development Related Processing Fee
Charges To Departments
0
5,840,950
1,640,648
825
1,832
5,935,950
1,874,049
565
6,201,580
2,000,000
0
6,450,470
2,000,000
0
Engineering Service Charge
Miscellaneous Recoveries
Abandonment Processing 6,468 (4,224)
39,817
9,820
4,000
0
3,000
0Earning On Investments 28,827
0Investment Income-Trustee
SUBTOTAL REVENUES
0 0
7,871,933 8,402,676 9,125,580 9,398,470
TOTAL 7,871,933 8,402,676 9,125,580 9,398,470
469
City Council 21 – 482 6/17/2025
PUB WKS-ADMIN & PLANNING
PUBLIC WORKS
PUB WKS-ADMIN SERVICES
Account
ACCOUNTING UNIT
10117601
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
2,111,850
0
Salaries Regular 1,677,918
9
1,971,687
123,747
30,058
35,170
154,718
197,436
54
2,309,600
0Salaries Cash Out/Separation
Salaries Part-Time 39,601
3,575
97,794
102,870
25,000
167,880
265,880
3,860
85,330
0Salaries Overtime
Retirement-Employer Normal Cost 189,230
272,270
6,290
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
226,726
534
Medicare Insurance 23,997
255,134
5,106
30,069
328,627
18,104
112,878
3,002,548
32,030
443,520
20,230
82,380
3,255,500
34,870
449,040
22,250
94,540
3,463,420
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
98,870
2,429,264
62010
62120
62140
62300
62322
62600
Communications 32,270
4,100
4,361
7,726
5,900
30,000
3,000
10,200
20,000
3,000
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Maintenance & Repair Machinery
Parking Validation
5,117 2,599
905,481
259
399,556
70
485,400
0
423,560
0
2,656 3,371 2,500 8,200
SUBTOTAL CONTRACTUALS 949,883 417,684 526,800 464,960
63000
63001
63300
Office Supplies 346
86,197
1,182
0
35,492
416
0
20,000
1,500
0
47,400
1,500
Miscellaneous Operating Expenses
Gas & Diesel
SUBTOTAL COMMODITIES 87,726 35,908 21,500 48,900
65000
65010
65011
65012
65040
65050
65055
65100
65105
65205
65400
Building Rental 142,990
21,021
1,350
142,990
13,478
1,940
160,790
14,380
2,540
209,920
28,470
9,370
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
Communications- Landlines
Insurance Charges
535 240 0 0
114,340
332,240
0
122,300
332,240
18,734
328,734
19,803
1,918
133,580
342,210
18,600
269,680
17,080
3,840
136,260
275,690
18,700
297,900
24,500
0
296,611
18,127
3,026
Benefits Overhead
Internal Departments Personnel
Indirect Costs 533,691
1,463,930
661,900
1,644,278
851,990
1,814,690
655,350
1,656,160SUBTOTAL FIXED CHARGES
66200
66511
Buildings & Building Improvements
Computer Software Subscriptions
SUBTOTAL CAPITAL
673
0
0
179,997
179,997
0
338,500
338,500
0
253,070
253,070673
67200
67301
67311
Principal-Leases 0
41,743
76,162
117,904
451
14,307
76,103
90,861
780
23,180
76,030
99,990
0
41,370
75,750
117,120
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
68000 Transfer to Fund 051 451 0 0 0
470
City Council 21 – 483 6/17/2025
68000 Transfer to Fund 404 (Police Bldg/Ross Annex Debt)71,830 71,550 71,680 71,230
SUBTOTAL TRANSFERS 72,281 71,550 71,680 71,230
TOTAL 5,121,661 5,442,825 6,128,660 6,074,860
471
City Council 21 – 484 6/17/2025
PUB WKS-ADMIN & PLANNING
PUBLIC WORKS ACCOUNTING UNIT
10117605PUB WKS-DEVELOPMENT ENGNRING
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular
FY 24-25
1,335,520
20,000
1,014,364
0
728,594 1,017,830
21,320Salaries Cash Out/Separation
Salaries Part-Time
118,196
80,053
36,906
45,987
60,051
2,722
76,290
39,066
44,285
138,340
30,000
109,210
30,000Salaries Overtime
Retirement-Employer Normal Cost 118,780
80,980
136,140
112,080
4,100
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
102,671
969 5,190
Medicare Insurance 8,529 12,821
124,939
10,255
46,162
1,266,687
21,340 24,270
Health Insurance 144,062
1,601
262,920
12,900
271,470
15,180Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
56,995
1,488,834
52,320 50,710
2,078,290 1,792,310
62010
62120
62140
62300
62302
62340
Communications 5,100
6,067
396
3,098
5,000
5,000
5,000
5,000Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Contract Services-PWA-CIP Construction Permits
SUBTOTAL CONTRACTUALS
2,885 3,124 2,500 2,500
150,960
339,870
0
132,731
342,863
0
250,000
270,000
300,000
832,500
250,000
200,000
300,000
762,500504,882 482,212
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
4,677
64
19,930
0
165,500
0
15,500
0
SUBTOTAL COMMODITIES 4,741 19,930 165,500 15,500
65000
65010
65011
65012
65040
65050
65055
65100
65105
65400
Building Rental 0
4,424
0
0
4,668
0
3,540
115,450
9,350
2,320
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
IT Department Specific
Communications- Landlines
Insurance Charges
1,935 2,530
96 96 0
55,100
0
56,880
98,710
8,714
59,370
101,670
8,270
66,620
0
0 9,140
160,640
11,980
156,150
531,650
170,985
10,449
343,976
585,030
134,438
8,099
171,250
10,840
572,070
929,540
Benefits Overhead
Indirect Costs 288,710
602,250SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 1,140 2,000 152,000
SUBTOTAL CAPITAL 0 1,140 2,000 152,000
67200
67301
67311
Principal-Leases 0
26,986
49,237
76,223
451
9,249
780
14,990
49,150
64,920
0
26,740
48,970
75,710
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
49,199
58,899
68000
68000
Transfer to Fund 051 451
22,840
23,291
0
22,750
22,750
0
22,790
22,790
0
22,650
22,650
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)
SUBTOTAL TRANSFERS
TOTAL 2,683,001 2,453,868 4,095,540 3,352,320
472
City Council 21 – 485 6/17/2025
EMERGENCY AND HEALTH GRANTS
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
58000
Federal Grant-Indirect 364,165 0 0
0
0
0
0
0
State Grants-Direct 23,703
5,741
67,838
(1,843)Earning On Investments
TOTAL REVENUES 393,609 65,995 0 0
EXPENDITURES
12217331 FEMA/OES DISASTER ASSISTANCE
TOTAL EXPENDITURES
300,000
300,000
0
0
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 300,000
300,000
0 0 0
TOTAL 0 0 0
473
City Council 21 – 486 6/17/2025
EMERGENCY AND HEALTH GRANTS
PUBLIC WORKS
CDC - CAPOC OCPICH Grant
Account
ACCOUNTING UNIT
12217002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
58000
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
364,165
23,703
5,741
0 0
0
0
0
0
0
0
0
67,838
(1,843)
65,995
Earning On Investments
SUBTOTAL REVENUES 393,609
TOTAL 393,609 65,995 0 0
474
City Council 21 – 487 6/17/2025
EMERGENCY AND HEALTH GRANTS
PUBLIC WORKS ACCOUNTING UNIT
12217331FEMA/OES DISASTER ASSISTANCE
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Machinery & Equipment
SUBTOTAL CAPITAL
66400 300,000 0 0 0
300,000 0 0 0
TOTAL 300,000 0 0 0
475
City Council 21 – 488 6/17/2025
STREET SAFETY PROGRAMS
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
Federal Grant-Indirect 419,173 567,913 0
0
2,480,400
273,820State Grants-Direct
TOTAL REVENUES
21,231 0
440,403 567,913 0 2,754,220
EXPENDITURES
14717611 PUB SVS-STREET SAFETY PROJECTS
14717612 STATE SAFETY PROJECTS
TOTAL EXPENDITURES
814,840
0
354,080
0
0
0
2,480,400
273,820
814,840 354,080 0 2,754,220
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 814,840
814,840
354,080
354,080
0 2,754,220
TOTAL 0 2,754,220
476
City Council 21 – 489 6/17/2025
STREET SAFETY PROGRAMS
PUBLIC WORKS ACCOUNTING UNIT
14717002PUB SVS-STREET SAFETY PROJECTS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
419,173
21,231
567,913 0
0
0
2,480,400
273,8200
SUBTOTAL REVENUES 440,403 567,913 2,754,220
TOTAL 440,403 567,913 0 2,754,220
477
City Council 21 – 490 6/17/2025
STREET SAFETY PROGRAMS
PUBLIC WORKS ACCOUNTING UNIT
14717611PUB SVS-STREET SAFETY PROJECTS
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 814,840 354,080 0 2,480,400
814,840 354,080 0 2,480,400
TOTAL 814,840 354,080 0 2,480,400
478
City Council 21 – 491 6/17/2025
STREET SAFETY PROGRAMS
PUBLIC WORKS
STATE SAFETY PROJECTS
Account
ACCOUNTING UNIT
14717612
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
66220 Improvements Other Than Building 0 0 0 273,820
SUBTOTAL CAPITAL 0 0 0 273,820
TOTAL 0 0 0 273,820
479
City Council 21 – 492 6/17/2025
TRAFFIC SYSTEM MGMT GRANT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
Federal Grant-Indirect 19,284 1,783,999 0
0
0
0State Grants-Direct
TOTAL REVENUES
3,140,932 816,958
3,160,216 2,600,957 0 0
EXPENDITURES
14817613 ACTIVE TRANSPORTATION PROGRAM
14817614 ACTIVE TRANSPRT PRGM AUGMENT
TOTAL EXPENDITURES
464,439
588,292
582,509 5,551,000
0
0
03,759,008
1,052,731 4,341,517 5,551,000 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 1,052,731
1,052,731
4,341,517
4,341,517
5,551,000
5,551,000
0
TOTAL 0
480
City Council 21 – 493 6/17/2025
TRAFFIC SYSTEM MGMT GRANT
PUBLIC WORKS ACCOUNTING UNIT
14817002TRAFFIC SYSTEM MANAGEMENT
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
19,284
3,140,932
3,160,216
1,783,999
816,958
0
0
0
0
0
0SUBTOTAL REVENUES 2,600,957
TOTAL 3,160,216 2,600,957 0 0
481
City Council 21 – 494 6/17/2025
TRAFFIC SYSTEM MGMT GRANT
PUBLIC WORKS ACCOUNTING UNIT
14817613ACTIVE TRANSPORTATION PROGRAM
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 24-25
5,551,000
5,551,000
66220 464,439 582,509 0
464,439 582,509 0
TOTAL 464,439 582,509 5,551,000 0
482
City Council 21 – 495 6/17/2025
TRAFFIC SYSTEM MGMT GRANT
PUBLIC WORKS ACCOUNTING UNIT
14817614ACTIVE TRANSPRT PRGM AUGMENT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 588,292 3,759,008 0 0
588,292 3,759,008 0 0
TOTAL 588,292 3,759,008 0 0
483
City Council 21 – 496 6/17/2025
WIC ASSESSMENT DIST ST IMPRV
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
329
329
443
443
0
0
0
0
484
City Council 21 – 497 6/17/2025
WIC ASSESSMENT DIST ST IMPRV
PUBLIC WORKS ACCOUNTING UNIT
14917002WIC ASSESSMENT DIST ST IMPRV
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 329 443 0 0
329 443 0 0
TOTAL 329 443 0 0
485
City Council 21 – 498 6/17/2025
PARKS CAPITAL GRANTS
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
16117263 SA RIVER CONSERVANCY- PWA
TOTAL EXPENDITURES
0
0
129,983
129,983
ACTUAL
FY 23-24
129,983
129,983
0
0
0
0
ACTUAL
FY 22-23
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 0
TOTAL 0 0 0
486
City Council 21 – 499 6/17/2025
PARKS CAPITAL GRANTS
PUBLIC WORKS ACCOUNTING UNIT
16117263SA RIVER CONSERVANCY- PWA
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 129,983 0 0
0 129,983 0 0
TOTAL 0 129,983 0 0
487
City Council 21 – 500 6/17/2025
ENERGY CONSERVATION PROGRAM
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
16217600 CALIFORNIA RESILIENCY CHALLENGE
TOTAL EXPENDITURES
75,850
75,850
ACTUAL
FY 22-23
75,850
75,850
0
0
0
0
0
0
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 0 0 0
TOTAL 0 0 0
488
City Council 21 – 501 6/17/2025
ENERGY CONSERVATION PROGRAM
PUBLIC WORKS ACCOUNTING UNIT
16217600CALIFORNIA RESILIENCY CHALLENGE
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
75,850 0 0 0
75,850 0 0 0
TOTAL 75,850 0 0 0
489
City Council 21 – 502 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52025
52027
Federal Grant-Direct 299,410 1,939,000 0
0
0
0
0
0
State Grants-Direct
State Grants-Indirect
TOTAL REVENUES
232,809
593,076
4,651,733
892,071
1,125,296 7,482,804 0 0
EXPENDITURES
16417640 PUB WKS-WTR QUALITY & CONTROL
16417641 WATERSMART-WATERSHE MGMT PROG
16417642 CA NATURAL RESOURCES GRANT
16417643 PROP 1 IRWM PROGRAM
101,817
357,644
222,826
1,098,890
120,196
1,733,322
2,620,766
115,706
0
0
0
0
0
0
0
0
0
0
442,823
16417644 CNRA Urban Flood Protection
TOTAL EXPENDITURES
3,688,284
1,901,373 8,600,901 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 1,901,373
1,901,373
8,600,901
8,600,901
0 0
TOTAL 0 0
490
City Council 21 – 503 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS ACCOUNTING UNIT
16417641WATERSMART-WATERSHE MGMT PROG
Account
Code
ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 23-24
2,620,766
2,620,766
66220 357,644 0 0
357,644 0 0
TOTAL 357,644 2,620,766 0 0
491
City Council 21 – 504 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS ACCOUNTING UNIT
16417642CA NATURAL RESOURCES GRANT
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
115,706
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 222,826 0 0
222,826 115,706 0 0
TOTAL 222,826 115,706 0 0
492
City Council 21 – 505 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS
PROP 1 IRWM PROGRAM
Account
ACCOUNTING UNIT
16417643
ACTUAL
FY 22-23
ACTUAL
FY 23-24
442,823
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
66220 Improvements Other Than Building 1,098,890 0 0
SUBTOTAL CAPITAL 1,098,890 442,823 0 0
TOTAL 1,098,890 442,823 0 0
493
City Council 21 – 506 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS ACCOUNTING UNIT
16417644CNRA Urban Flood Protection
Account
Code
ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES FY 23-24
3,688,284
3,688,284
66220 Improvements Other Than Building 120,196 0 0
SUBTOTAL CAPITAL 120,196 0 0
TOTAL 120,196 3,688,284 0 0
494
City Council 21 – 507 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS
MISCELLENOUS REVENUE
Account
ACCOUNTING UNIT
16417002
ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52000
52025
52027
LINE ITEM RESOURCES FY 23-24
1,939,000
4,651,733
892,071
Federal Grant-Direct
State Grants-Direct
299,410 0
0
0
0
0
0
0
0
232,809
593,076State Grants-Indirect
SUBTOTAL REVENUES 1,125,296 7,482,804
TOTAL 1,125,296 7,482,804 0 0
495
City Council 21 – 508 6/17/2025
PWA ENTERPRISE CAPITAL GRANTS
PUBLIC WORKS ACCOUNTING UNIT
16417640PUB WKS-WTR QUALITY & CONTROL
Account
Code
ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
FY 23-24
1,733,322
1,733,322
66220 101,817 0 0
101,817 0 0
TOTAL 101,817 1,733,322 0 0
496
City Council 21 – 509 6/17/2025
OFFICE OF SAFETY GRANT
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001 Federal Grant-Indirect
TOTAL REVENUES
156,443 180,348 0
0
0
0156,443 180,348
EXPENDITURES
16517611 OTS-BICYCLE SAFETY PWA
TOTAL EXPENDITURES
148,843
148,843
180,048
180,048
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 148,843
148,843
180,048
180,048
0 0
TOTAL 0 0
497
City Council 21 – 510 6/17/2025
OFFICE OF SAFETY GRANT
PUBLIC WORKS ACCOUNTING UNIT
16517002OTS-PWA Traffic Safety Grants
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Federal Grant-Indirect52001 156,443 180,348 0 0
SUBTOTAL REVENUES 156,443 180,348 0 0
TOTAL 156,443 180,348 0 0
498
City Council 21 – 511 6/17/2025
OFFICE OF SAFETY GRANT
PUBLIC WORKS
OTS-BICYCLE SAFETY PWA
Account
ACCOUNTING UNIT
16517611
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 148,843 180,048 0 0
SUBTOTAL CONTRACTUALS 148,843 180,048 0 0
TOTAL 148,843 180,048 0 0
499
City Council 21 – 512 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18117013 ARPA-PWA 10,478,405
10,478,405
17,320,131
17,320,131
2,667,990
2,667,990
ADOPTED
270,950
270,950TOTAL EXPENDITURES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 24-25
61000
62000
63000
65000
66000
165,186
743,978
572
830,824
1,084,468
9,365
970,550 245,550
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,320,000 0
0
377,440
0
0
25,400
0
29,007 91,846
9,539,661 15,303,628
TOTAL 10,478,405 17,320,131 2,667,990 270,950
500
City Council 21 – 513 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
PUBLIC WORKS
ARPA-PWA
Account
ACCOUNTING UNIT
18117013
ACTUAL
FY 22-23
ACTUAL
FY 23-24
522,518
ADOPTED
FY 24-25
651,840
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 100,654 164,290
0Salaries Overtime 2,587
10,996
25,493
1,401
18,243
0
24,008
65,533
85,490
7,873
0
79,650
93,700
9,450
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
19,430
13,600
2,380
36,600
1,640
7,610
245,550
Health Insurance 89,773
5,884
124,560
6,520Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
5,812
165,186
29,746
830,824
4,830
970,550
62010
62120
62300
Communications 670
0
4,226
103
0
0
0
0
0
0
Training, Transportation, Meetings
Contract Services-Professional
SUBTOTAL CONTRACTUALS
743,308
743,978
1,080,138
1,084,468
1,320,000
1,320,000
63001 Miscellaneous Operating Expenses 572 9,365 0 0
SUBTOTAL COMMODITIES 572 9,365 0 0
65040
65055
65100
65105
65205
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
53,430
7,440
0
0
17,437
1,066
10,505
0
86,628
5,218
0
15,810
1,000
23,210
2,190
0
Benefits Overhead
Internal Departments Personnel
Indirect Costs
0
0 299,760
377,440
0
SUBTOTAL FIXED CHARGES 29,007 91,846 25,400
66100
66200
66220
66511
Land 3,235,256
275,292
6,028,634
479
14,175
735,194
0
0
0
0
0
0
0
0
0
0
Buildings & Building Improvements
Improvements Other Than Building
Computer Software Subscriptions
SUBTOTAL CAPITAL
14,551,472
2,787
9,539,661 15,303,628
TOTAL 10,478,405 17,320,131 2,667,990 270,950
501
City Council 21 – 514 6/17/2025
LOCAL DRAINAGE AREA NO 1
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
1
1
2
2
0
0
0
0
502
City Council 21 – 515 6/17/2025
LOCAL DRAINAGE AREA NO 1
PUBLIC WORKS ACCOUNTING UNIT
20117002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 1 2 0 0
1 2 0 0
TOTAL 1 2 0 0
503
City Council 21 – 516 6/17/2025
LOCAL DRAINAGE AREA NO 2
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
14
14
19
19
0
0
0
0
504
City Council 21 – 517 6/17/2025
LOCAL DRAINAGE AREA NO 2
PUBLIC WORKS ACCOUNTING UNIT
20217002PUB WKS - STROM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 14 19 0 0
14 19 0 0
TOTAL 14 19 0 0
505
City Council 21 – 518 6/17/2025
LOCAL DRAINAGE AREA NO 3
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
7,581 10,215 0
0
0
07,581 10,215
EXPENDITURES
20317660 PUB WKS - STORM DRAIN CONST
TOTAL EXPENDITURES
0
0
0
0
0
0
450,000
450,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 0 450,000
TOTAL 0 0 0 450,000
506
City Council 21 – 519 6/17/2025
LOCAL DRAINAGE AREA NO 3
PUBLIC WORKS ACCOUNTING UNIT
20317660PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 0 0 450,000
0 0 0 450,000
TOTAL 0 0 0 450,000
507
City Council 21 – 520 6/17/2025
LOCAL DRAINAGE AREA NO 3
PUBLIC WORKS ACCOUNTING UNIT
20317002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 7,581 10,215 0 0
7,581 10,215 0 0
TOTAL 7,581 10,215 0 0
508
City Council 21 – 521 6/17/2025
LOCAL DRAINAGE AREA NO 4
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
11
11
14
14
0
0
0
0
509
City Council 21 – 522 6/17/2025
LOCAL DRAINAGE AREA NO 4
PUBLIC WORKS ACCOUNTING UNIT
20417002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 11 14 0 0
11 14 0 0
TOTAL 11 14 0 0
510
City Council 21 – 523 6/17/2025
LOCAL DRAINAGE AREA NO 5
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
6
6
8
8
0
0
0
0
511
City Council 21 – 524 6/17/2025
LOCAL DRAINAGE AREA NO 5
PUBLIC WORKS ACCOUNTING UNIT
20517002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 6 8 0 0
6 8 0 0
TOTAL 6 8 0 0
512
City Council 21 – 525 6/17/2025
LOCAL DRAINAGE AREA NO 6
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
9
9
12
12
0
0
0
0
513
City Council 21 – 526 6/17/2025
LOCAL DRAINAGE AREA NO 6
PUBLIC WORKS ACCOUNTING UNIT
20617002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 9 12 0 0
9 12 0 0
TOTAL 9 12 0 0
514
City Council 21 – 527 6/17/2025
LOCAL DRAINAGE AREA NO 7
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
1,950
1,950
2,627
2,627
0
0
0
0
515
City Council 21 – 528 6/17/2025
LOCAL DRAINAGE AREA NO 7
PUBLIC WORKS ACCOUNTING UNIT
20717002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 1,950 2,627 0 0
1,950 2,627 0 0
TOTAL 1,950 2,627 0 0
516
City Council 21 – 529 6/17/2025
LOCAL DRAINAGE AREA NO 9
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
7
7
10
10
0
0
0
0
517
City Council 21 – 530 6/17/2025
LOCAL DRAINAGE AREA NO 9
PUBLIC WORKS ACCOUNTING UNIT
20917002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 7 10 0 0
7 10 0 0
TOTAL 7 10 0 0
518
City Council 21 – 531 6/17/2025
LOCAL DRAINAGE AREA NO 10
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
172
172
232
232
0
0
0
0
519
City Council 21 – 532 6/17/2025
LOCAL DRAINAGE AREA NO 10
PUBLIC WORKS ACCOUNTING UNIT
21017002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 172 232 0 0
172 232 0 0
TOTAL 172 232 0 0
520
City Council 21 – 533 6/17/2025
LOCAL DRAINAGE AREA NO 11
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
2
2
3
3
0
0
0
0
521
City Council 21 – 534 6/17/2025
LOCAL DRAINAGE AREA NO 11
PUBLIC WORKS ACCOUNTING UNIT
21117002PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 2 3 0 0
2 3 0 0
TOTAL 2 3 0 0
522
City Council 21 – 535 6/17/2025
LOCAL DRAINAGE AREA NO 12
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
0
0
0
0
0
0
0
0
523
City Council 21 – 536 6/17/2025
LOCAL DRAINAGE AREA NO 12
PUBLIC WORKS ACCOUNTING UNIT
21217002PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 0 0 0 0
0 0 0 0
TOTAL 0 0 0 0
524
City Council 21 – 537 6/17/2025
LOCAL DRAINAGE AREA NO 13
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
27
27
37
37
0
0
0
0
525
City Council 21 – 538 6/17/2025
LOCAL DRAINAGE AREA NO 13
PUBLIC WORKS ACCOUNTING UNIT
21317002PUB WKS - STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 27 37 0 0
27 37 0 0
TOTAL 27 37 0 0
526
City Council 21 – 539 6/17/2025
LOCAL DRAINAGE AREA I
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee 53,916 52,934 0
0
0
0Earning On Investments
TOTAL REVENUES
10,513 14,977
64,429 67,911 0 0
EXPENDITURES
22117660 PUB WKS-STORM DRAIN CONST
TOTAL EXPENDITURES
0
0
0
0
118,250
118,250
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 118,250
118,250
0
TOTAL 0 0 0
527
City Council 21 – 540 6/17/2025
LOCAL DRAINAGE AREA I
PUBLIC WORKS ACCOUNTING UNIT
22117002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
LINE ITEM RESOURCES
Drainage Fee 53,916
10,513
64,429
52,934 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
14,977
67,911
TOTAL 64,429 67,911 0 0
528
City Council 21 – 541 6/17/2025
LOCAL DRAINAGE AREA I
PUBLIC WORKS ACCOUNTING UNIT
22117660PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
118,250
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 0 0
0 0 118,250 0
TOTAL 0 0 118,250 0
529
City Council 21 – 542 6/17/2025
LOCAL DRAINAGE AREA II
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee
Earning On Investments
9,184 7,039 0
0
0
0
0
0
2,781
0
3,853
59000-122 Transfer From Fund 122
TOTAL REVENUES
275,028
11,965 285,920 0 0
530
City Council 21 – 543 6/17/2025
LOCAL DRAINAGE AREA II
PUBLIC WORKS ACCOUNTING UNIT
22217002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
59000
LINE ITEM RESOURCES
Drainage Fee 9,184
2,781
0
7,039 0
0
0
0
0
0
0
0
Earning On Investments
Transfer From Fund 122
SUBTOTAL REVENUES
3,853
275,028
285,92011,965
TOTAL 11,965 285,920 0 0
531
City Council 21 – 544 6/17/2025
LOCAL DRAINAGE AREA III
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee 761 0 0
0
0
0Earning On Investments
TOTAL REVENUES
4,226 4,220
4,987 4,220 0 0
EXPENDITURES
22317660 PUB WKS-STORM DRAIN CONST
TOTAL EXPENDITURES
0
0
217,554
217,554
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 217,554
217,554
0 0
TOTAL 0 0 0
532
City Council 21 – 545 6/17/2025
LOCAL DRAINAGE AREA III
PUBLIC WORKS ACCOUNTING UNIT
22317002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
LINE ITEM RESOURCES
Drainage Fee 761
4,226
4,987
0 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
4,220
4,220
TOTAL 4,987 4,220 0 0
533
City Council 21 – 546 6/17/2025
LOCAL DRAINAGE AREA III
PUBLIC WORKS ACCOUNTING UNIT
22317660PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 217,554 0 0
0 217,554 0 0
TOTAL 0 217,554 0 0
534
City Council 21 – 547 6/17/2025
LOCAL DRAINAGE AREA IV
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee 94,945 130,646 0
0
0
0Earning On Investments
TOTAL REVENUES
4,785 8,299
99,730 138,945 0 0
EXPENDITURES
22417660 PUB WKS-STORM DRAIN CONST
TOTAL EXPENDITURES
2,291
2,291
2,046
2,046
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 2,291
2,291
2,046
2,046
0 0
TOTAL 0 0
535
City Council 21 – 548 6/17/2025
LOCAL DRAINAGE AREA IV
PUBLIC WORKS ACCOUNTING UNIT
22417002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
LINE ITEM RESOURCES
Drainage Fee 94,945
4,785
130,646 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
8,299
99,730 138,945
TOTAL 99,730 138,945 0 0
536
City Council 21 – 549 6/17/2025
LOCAL DRAINAGE AREA IV
PUBLIC WORKS ACCOUNTING UNIT
22417660PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 2,291 2,046 0 0
2,291 2,046 0 0
TOTAL 2,291 2,046 0 0
537
City Council 21 – 550 6/17/2025
LOCAL DRAINAGE AREA V
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee 0 118,707 0
0
0
0Earning On Investments
TOTAL REVENUES
2,826 4,799
2,826 123,506 0 0
EXPENDITURES
22517660 PUB WKS-STORM DRAIN CONST
TOTAL EXPENDITURES
0
0
0
0
0
0
408,510
408,510
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 0 408,510
TOTAL 0 0 0 408,510
538
City Council 21 – 551 6/17/2025
LOCAL DRAINAGE AREA V
PUBLIC WORKS ACCOUNTING UNIT
22517002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
LINE ITEM RESOURCES
Drainage Fee 0
2,826
2,826
118,707 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
4,799
123,506
TOTAL 2,826 123,506 0 0
539
City Council 21 – 552 6/17/2025
LOCAL DRAINAGE AREA V
PUBLIC WORKS ACCOUNTING UNIT
22517660PUB WKS-STORM DRAIN CONST
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 0 0 408,510
0 0 0 408,510
TOTAL 0 0 0 408,510
540
City Council 21 – 553 6/17/2025
LOCAL DRAINAGE AREA VI
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50500
58000
Drainage Fee 3,055 69,493 0
0
0
0Earning On Investments
TOTAL REVENUES
3,940 5,506
6,995 74,999 0 0
EXPENDITURES
22617660 LDA VI Storm Drain Construction
TOTAL EXPENDITURES
0
0
111,328
111,328
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 111,328
111,328
0 0
TOTAL 0 0 0
541
City Council 21 – 554 6/17/2025
LOCAL DRAINAGE AREA VI
PUBLIC WORKS ACCOUNTING UNIT
22617660LDA VI Storm Drain Construction
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 0 111,328 0 0
0 111,328 0 0
TOTAL 0 111,328 0 0
542
City Council 21 – 555 6/17/2025
LOCAL DRAINAGE AREA VI
PUBLIC WORKS ACCOUNTING UNIT
22617002PUB WKS-STORM DRAIN CONST
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
50500
58000
LINE ITEM RESOURCES
Drainage Fee 3,055
3,940
6,995
69,493 0
0
0
0
0
0
Earning On Investments
SUBTOTAL REVENUES
5,506
74,999
TOTAL 6,995 74,999 0 0
543
City Council 21 – 556 6/17/2025
TRAN SYS IMP AUT Area A
DEPARTMENT RESOURCE SUMMARY
PUBLIC WORKS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
99117950 Tran Sys Imp AUT Area A
TOTAL EXPENDITURES
0
0
16,824
16,824
ACTUAL
FY 23-24
16,824
16,824
0
0
2,370,680
2,370,680
ACTUAL
FY 22-23
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
66000 CAPITAL 0 0 2,370,680
TOTAL 0 0 2,370,680
544
City Council 21 – 557 6/17/2025
TRAN SYS IMP AUT Area A
PUBLIC WORKS
Tran Sys Imp AUT Area A
Account
ACCOUNTING UNIT
99117950
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
66220 Improvements Other Than Building 0 16,824 0 2,370,680
SUBTOTAL CAPITAL 0 16,824 0 2,370,680
TOTAL 0 16,824 0 2,370,680
545
City Council 21 – 558 6/17/2025
This Page Intentionally
Left Blank
546
City Council 21 – 559 6/17/2025
547
City Council 21 – 560 6/17/2025
Community Development Agency
Position Summary
Authorized Personnel
Administrative Services Manager (MM)
Arts and Culture Specialist
Code Enforcement Officer*
FY 24-25 Workforce Changes FY 25-26
1
1
2
4
1
1
4
1
4
1
1
1
1
1
1
1
4
2
11
1
4
1
1
2
1
1
3
0
3
4
0
1
13
2
1
1
1
2
4
1
1
4
1
4
1
1
1
1
1
1
1
4
2
11
1
4
1
1
2
1
1
3
0
3
5
1
1
13
2
1
Community Development Analyst
Community Development Commission Secretary
Economic Development Manager (MM)
Economic Development Specialist I
Economic Development Specialist II
Economic Development Specialist III
Executive Director of Community Development (EM)
Executive Secretary (UC)
Homeless Services Division Manager (MM)
Housing Authority Analyst
Housing Authority Coordinator
Housing Authority Operations Supervisor
Housing Division Manager (MM)
Housing Programs Analyst
Housing Programs Coordinator
Housing Specialist II
Management Aide (UC)
Management Analyst (UC)
Parking Meter Operations Supervisor
Parking Meter Technician I
Parking Meter Technician II
Rent Stabilization Manager (MM)
Residential Construction Specialist
Senior Accounting Assistant
Senior Community Development Analyst
Senior Housing Specialist
Senior Office Assistant**
Senior Office Specialist
Workforce Specialist I
Workforce Specialist II
1
1
Workforce Specialist III
Workforce Specialist IV
Authorized Total 81 2 83
*In FY24-25, two positions for Rent Stabilization Program transferred from PBA
**Reallocated position for Rent Stabilization Program transferred from FMSA
GENERAL FUND 10.20
1.47CANNABIS PUBLIC BENEFIT FUND
ENTERPRISE FUND 5.72
FEDERAL/STATE GRANTS
OTHER RESTRICTED FUND
TOTAL AUTHORIZED POSITIONS
50.71
14.90
83.00
548
City Council 21 – 561 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01118017 CDA - SERVICE ENHANCEMENT
01118810 ECONOMIC DEVELOPMENT
1,097,087 1,625,520 1,051,660 1,150,850
2,292,710
494,030
810,340
275,000
3,651,078
230,453
402,294
275,000
1,279,434
1,294,596
564,615
1,986,860
717,610
296,630
275,000
01118811 HOMELESS SERVICES-SERVICE ENHANCEMENT
01118812 CDA ADMIN-SERVICE ENHANCEMENT
01118825 SALES TAX REBATE AGREEMENT
TOTAL EXPENDITURES
153,336
5,655,913 4,917,502 4,327,760 5,022,930
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,342,442 1,689,834 2,038,580 1,891,050
1,489,210
26,830
1,072,845
21,522
1,216,433
27,800
1,201,980
29,770
204,540
0
190,629
13,276
237,570
1,021,705
13,685
744,870
15,750
TRANSFERS 16,446 12,890
840,000
15,220
MISCELLANEOUS 2,998,753 710,475 840,000
TOTAL 5,655,913 4,917,502 4,327,760 5,022,930
549
City Council 21 – 562 6/17/2025
GENERAL FUND
COMMUNITY DEVELOPMENT
CDA - SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01118017
ACTUAL
FY 22-23
6,715
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61010
61030
61100
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 1,663 0
0
0
Salaries Cash Out/Separation
Salaries Participant
0
0
48
172,251
127
0
100,000 100,000
Retirement-Employer Normal Cost
Part-Time Retirement
229
0
0 0
6,460
2,522
292
0 0
Medicare Insurance 96 0
0
0
0Health Insurance 1,065
420
8,526
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,965
187,327
370 40
100,370 100,040
62300
63001
Contract Services-Professional 860,527 997,927 355,000 455,000
SUBTOTAL CONTRACTUALS 860,527 997,927 355,000 455,000
Miscellaneous Operating Expenses 0 136 5,760 5,760
SUBTOTAL COMMODITIES 0 136 5,760 5,760
65100
65105
Insurance Charges 501
74
114
17
460
70
50
0Benefits Overhead
SUBTOTAL FIXED CHARGES 576 130 530 50
69135
69152
69300
Payment to Subagent
Loans & Grants
0
0
50,000
0
0
200,000
390,000
590,000
0
200,000
390,000
590,000
Sales Tax Rebate 227,459
227,459
390,000
440,000SUBTOTAL MISCELLANEOUS
TOTAL 1,097,087 1,625,520 1,051,660 1,150,850
550
City Council 21 – 563 6/17/2025
GENERAL FUND
COMMUNITY DEVELOPMENT
CDA ADMIN-SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01118812
ACTUAL
FY 22-23
270,789
ACTUAL
FY 23-24
ADOPTED
FY 24-25
185,100
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 354,928 199,380
0Salaries Cash Out/Separation
Salaries Part-Time
0
0
1,448
1,183
0
0 0
Salaries Overtime 1,560
10,892
0
1,027 0 0
Retirement-Employer Normal Cost
Part-Time Retirement
19,094
44
10,830
0
11,340
0
Medicare Insurance 3,942
45,709
1,514
16,614
351,022
5,343 2,690
34,900
1,740
14,930
250,190
2,840
35,010
1,870
13,250
263,690
Health Insurance 59,399
2,897Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
21,280
466,643
62010
62012
62120
62130
62140
62300
62302
62700
Communications 893
0
0
0
0
0
0
280
0
Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
0 155 0
541 315 0 0
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Auto Expense
0 50 0 0
2,884
3,431
4,500
12,248
1,294
365
710
0
710
0
6,000
8,179
0 6,000
6,990SUBTOTAL CONTRACTUALS 710
63001 Miscellaneous Operating Expenses 1,844 3,002 1,000 660
SUBTOTAL COMMODITIES 1,844 3,002 1,000 660
65000
65040
65055
65100
65105
Building Rental 0
7,250
0
0
39,250
6,013
0
9,200
494,970
8,480IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,280 1,160
19,709
2,964
29,924
24,014
3,575
18,700
2,690
17,690
1,520Benefits Overhead
SUBTOTAL FIXED CHARGES 72,851 31,870 523,820
66511
68001
Computer Software Subscriptions 214 267 0 0
SUBTOTAL CAPITAL 214 267 0 0
POB Misc Xfer to Fund 406 7,042 13,673 12,860 15,180
SUBTOTAL TRANSFERS 7,042 13,673 12,860 15,180
TOTAL 402,294 564,615 296,630 810,340
551
City Council 21 – 564 6/17/2025
GENERAL FUND
COMMUNITY DEVELOPMENT
ECONOMIC DEVELOPMENT
Account
ACCOUNTING UNIT
01118810
ACTUAL
FY 22-23
573,137
ACTUAL
FY 23-24
ADOPTED
FY 24-25
921,980
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 580,806 967,410
14,050
20,850
0
Salaries Cash Out/Separation
Salaries Part-Time
0
17,855
3,387
2,927
10,394
6,107
44,193
0
22,110
21,640
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
31,913
3,266
74,130
0
85,360
0
696 504 810 1,100
Medicare Insurance 8,159 8,671
86,662
4,957
35,374
780,594
14,040
185,590
9,080
32,570
1,281,950
14,430
168,040
9,390
Health Insurance 78,617
1,706Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
34,428
753,164
44,930
1,325,560
62000
62010
62012
62120
62130
62140
62200
62300
62302
62400
62500
62600
62700
Utilities 0
2,402
1,999
15,901
403
25,259
169
180,900
0
0
0Communications
Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
1,994
19,980
636
2,000
27,200
0
4,460
27,200
0
25,072
10,698
118,607
3,724
47
13,128
10,091
130,502
3,133
980
14,100
23,000
279,840
8,400
0
14,100
20,540
665,840
8,400
1,000
0
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee
Rent Payments 23,912
1,928
60
1,624
1,181
10
0
Parking Validation 1,500
0
1,500
0Auto Expense
SUBTOTAL CONTRACTUALS 204,752 208,687 536,940 743,040
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
18,827
36
24,411
4
20,810
0
18,210
0
SUBTOTAL COMMODITIES 18,863 24,414 20,810 18,210
65000
65010
65012
65040
65055
65100
65105
Building Rental 63,760
202
63,760
231
71,700
0
73,480
0Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
5 0 0 0
19,520
0
23,610
3,616
40,098
5,896
137,211
25,230
3,510
40,810
5,880
147,130
43,910
6,030
57,300
9,540
190,260
41,091
6,108
130,687
Benefits Overhead
SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 12,915 11,376 0 15,600
SUBTOTAL CAPITAL 12,915 11,376 0 15,600
POB Misc Xfer to Fund 406 9,404 12 30 40
SUBTOTAL TRANSFERS 9,404 12 30 40
69138
69143
Payment-Training Portion 10,000
7,724
0
0
0
0
0
0Transportation Pass for Partic
552
City Council 21 – 565 6/17/2025
69152 Loans & Grants 2,503,570 117,139 0 0
SUBTOTAL MISCELLANEOUS 2,521,294 117,139 0 0
TOTAL 3,651,078 1,279,434 1,986,860 2,292,710
553
City Council 21 – 566 6/17/2025
GENERAL FUND
COMMUNITY DEVELOPMENT
HOMELESS SERVICES-SERVICE ENHANCEMENT
Account
ACCOUNTING UNIT
01118811
ACTUAL
FY 22-23
164,968
ACTUAL
FY 23-24
ADOPTED
FY 24-25
196,940
PROPOSED
FY 25-26Code
61000
61010
61100
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 196,998 155,120
0Salaries Cash Out/Separation
Retirement-Employer Normal Cost
Medicare Insurance
0
5,257
5,679
9,635
164,330
8,260 5,900
2,240
27,480
1,430
9,590
201,760
2,165 2,857 2,840
Health Insurance 45,878
1,505
26,266
1,765
22,800
1,810Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
9,959 12,070
255,270
9,090
229,731 406,070
62010
62012
62120
62140
62300
Communications 510
639
0
568
0
0
630
0
630Cellular Phone Charges
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 7,500
70
7,350
7000
(30,832)
(29,683)
1,072
1,640
276,130
284,330
251,130
259,180
63001 Miscellaneous Operating Expenses 815 249 2,200 2,200
SUBTOTAL COMMODITIES 815 249 2,200 2,200
65000
65040
65055
65100
65105
Building Rental 4,630
11,160
0
4,630
5,690
871
5,210
5,940
830
10,500
6,060
830
IT Maintenance Charge
Communications- Landlines
Insurance Charges 11,886
1,767
29,443
14,172
2,014
27,377
11,390
1,640
25,010
12,260
1,090
30,740
Benefits Overhead
SUBTOTAL FIXED CHARGES
66200
66511
Buildings & Building Improvements
Computer Software Subscriptions
SUBTOTAL CAPITAL
0
147
147
1,009,888
173
0
0
0
0
150
1501,010,061
TOTAL 230,453 1,294,596 717,610 494,030
554
City Council 21 – 567 6/17/2025
GENERAL FUND
COMMUNITY DEVELOPMENT
SALES TAX REBATE AGREEMENT
Account
ACCOUNTING UNIT
01118825
ACTUAL
FY 22-23
25,000
ACTUAL
FY 23-24
ADOPTED
FY 24-25
25,000
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 25,000
25,000 0 25,000 25,000
69300 Sales Tax Rebate 250,000 153,336 250,000 250,000
SUBTOTAL MISCELLANEOUS 250,000 153,336 250,000 250,000
TOTAL 275,000 153,336 275,000 275,000
555
City Council 21 – 568 6/17/2025
IDB & EZ VOUCHER MONITORING
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57000
58000
Expense Reimbursement 2,450 0 0 0
Earning On Investments
TOTAL REVENUES
1,819 2,592 2,000 2,000
4,268 2,592 2,000 2,000
EXPENDITURES
02518820 ENTERPRISE ZONE
TOTAL EXPENDITURES
0
0
0
0
0
0
50,000
50,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS
TOTAL
62000 0 0 0 50,000
0 0 0 50,000
556
City Council 21 – 569 6/17/2025
IDB & EZ VOUCHER MONITORING
COMMUNITY DEVELOPMENT
CDA SPECIAL REVENUE
Account
ACCOUNTING UNIT
02518002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57000
58000
LINE ITEM RESOURCES
Expense Reimbursement
Earning On Investments
SUBTOTAL REVENUES
2,450
1,819
4,268
0 0 0
2,000
2,000
2,592 2,000
2,592 2,000
TOTAL 4,268 2,592 2,000 2,000
557
City Council 21 – 570 6/17/2025
IDB & EZ VOUCHER MONITORING
COMMUNITY DEVELOPMENT
ENTERPRISE ZONE
Account
ACCOUNTING UNIT
02518820
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 0 50,000
SUBTOTAL CONTRACTUALS 0 0 0 50,000
TOTAL 0 0 0 50,000
558
City Council 21 – 571 6/17/2025
PARKING FUND
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53804
53903
53904
53905
53906
55000
57010
57990
58000
58005
Parking Meter & Facilities Revenue
Broadway Structure
1,490,134 1,647,508 1,751,320 1,751,320
0215,457
506,221
481,645
261,964
263,385
449,127
63,789
31,441
0
0
497,552
509,422
286,777
330,297
0
0
531,290
562,830
304,460
281,800
0
Spurgeon Structure 1,215,580
1,154,070
918,250
0
Birch Structure
Main Structure
Parking Fines
Miscellaneous Recoveries
Miscellaneous Income
Earning On Investments
Investment Income-Trustee
0
52,923
51,640
4,226
6,400
20,000
0
15,000
20,000
4,200
059000-011 Transfer From Fund 011
TOTAL REVENUES
2,873,040 1,862,320 0
6,636,203 5,242,665 3,458,100 5,078,420
EXPENDITURES
02718131 PARKING METER 1,537,762
1,803,318
944,918
1,844,563
1,616,601
991,338
1,864,510
2,108,040
1,098,420
1,528,880
2,203,450
1,346,090
02718132 PARKING FACILITIES
02718133 DOWNTOWN ENHANCEMENTS
TOTAL EXPENDITURES 4,285,998 4,452,501 5,070,970 5,078,420
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
973,192 1,076,855 1,227,080 860,810
3,748,470
47,230
371,780
0
2,967,542
30,902
263,314
123
2,975,993
50,040
309,616
841
3,449,250
52,400
298,970
0
DEBT SERVICE
TRANSFERS
50,474
451
39,154
0
42,490
780
50,130
0
TOTAL 4,285,998 4,452,501 5,070,970 5,078,420
559
City Council 21 – 572 6/17/2025
PARKING FUND
COMMUNITY DEVELOPMENT
PARKING OPERATIONS
Account
ACCOUNTING UNIT
02718002
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
53804
53903
53904
53905
53906
55000
57010
57990
58000
58005
59000
LINE ITEM RESOURCES FY 22-23
1,490,134
215,457
506,221
481,645
261,964
263,385
449,127
63,789
FY 24-25
1,751,320
0
Parking Meter & Facilities Revenue
Broadway Structure
1,647,508
0
1,751,320
0
Spurgeon Structure 497,552
509,422
286,777
330,297
0
531,290
562,830
304,460
281,800
0
1,215,580
1,154,070
918,250
0
Birch Structure
Main Structure
Parking Fines
Miscellaneous Recoveries
Miscellaneous Income
Earning On Investments
Investment Income-Trustee
Transfer From Fund 011
SUBTOTAL REVENUES
0
52,923
51,640
4,226
6,400
20,000
0
15,000
20,000
4,200
0
31,441
0
2,873,040
6,636,203
1,862,320
5,242,665
0
3,458,100 5,078,420
TOTAL 6,636,203 5,242,665 3,458,100 5,078,420
560
City Council 21 – 573 6/17/2025
PARKING FUND
COMMUNITY DEVELOPMENT
PARKING METER
Account
ACCOUNTING UNIT
02718131
ACTUAL
FY 22-23
517,202
ACTUAL
FY 23-24
ADOPTED
FY 24-25
631,770
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 577,726 367,050
4,750
0
Salaries Cash Out/Separation
Salaries Part-Time
0
0
0
1,251
240
20,620
10,000
38,870
61,310
770
Salaries Overtime 1,976
26,136
60,593
0
1,083 0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
36,937
48,233
47
26,520
62,540
0
Medicare Insurance 7,209
134,375
4,139
36,030
787,659
8,378 9,310 5,300
100,450
3,510
32,090
602,210
Health Insurance 138,633
7,522
149,650
8,200Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
40,232
860,041
28,510
959,250
62000
62010
62012
62120
62130
62140
62251
62300
62302
62322
62337
Utilities 790
2,040
2,084
0
730 770
0
770
0Communications0
Cellular Phone Charges 2,245 2,000
1,000
0
2,000
1,000
0
Training, Transportation, Meetings
Tuition Reimbursement
1,250
142 0
Membership, Subscription & Dues
Other Agency Services
0 0 200 200
0 0
672,667
117
1,000
583,210
0
1,000
620,800
0
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Contract Services-Bush Parking Lot
SUBTOTAL CONTRACTUALS
467,853
847
0 0 1,000
5,600
594,780
1,000
5,600
632,370
300 0
474,057 677,008
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
16,805
7,080
20,750
7,980
30,350
4,000
30,300
5,880
SUBTOTAL COMMODITIES 23,885 28,729 34,350 36,180
65010
65011
65012
65020
65040
65055
65100
65105
65400
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
City Yard Rental
33,552
3,453
528
35,760
5,755
14,660
7,530
19,100
8,060
0528550
13,760
39,710
0
13,800
40,390
6,187
18,210
48,390
6,740
19,870
44,820
6,150
42,810
110
IT Maintenance Charge
Communications- Landlines
Insurance Charges 35,984
5,607
76,335
208,928
37,487
5,803
35,720
5,140Benefits Overhead
Indirect Costs 99,766
245,476
102,450
239,390
74,760
215,680SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 55 94 0 0
SUBTOTAL CAPITAL 55 94 0 0
67200
67301
67311
Principal-Leases 0
15,127
27,600
42,727
451
5,185
0
8,400
0
14,990
27,450
42,440
POB Principal-Misc
POB Interest - Misc
SUBTOTAL DEBT SERVICE
27,579
33,214
27,560
35,960
561
City Council 21 – 574 6/17/2025
68000 Transfer to Fund 051 451 0 780 0
SUBTOTAL TRANSFERS 451 0 780 0
TOTAL 1,537,762 1,844,563 1,864,510 1,528,880
562
City Council 21 – 575 6/17/2025
PARKING FUND
COMMUNITY DEVELOPMENT
PARKING FACILITIES
Account
ACCOUNTING UNIT
02718132
ACTUAL
FY 22-23
3,335
ACTUAL
FY 23-24
ADOPTED
FY 24-25
10,110
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 2,751 10,360
0Salaries Part-Time 0
0
440
31
650
0Salaries Overtime 0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
154
358
0
180
235
17
430
200
30
400
2,500
0
Medicare Insurance 47 48 160
1,150
90
150
1,150
100
350
15,010
Health Insurance 468
0
401
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
207
4,568
199
4,301
180
13,000
62130
62140
62251
62300
62302
62333
62334
62335
62336
Tuition Reimbursement 5
0
0
250
0
0
0
0Membership, Subscription & Dues
Other Agency Services 868 716 1,100
300,000
0
1,100
315,000
0
Contract Services-Professional
Contracted Vendor Personnel Services
Contract Services-Broadway Structure
Contract Services-Spurgeon Structure
Contract Services-Birch Structure
Contract Services-Main Structure
SUBTOTAL CONTRACTUALS
121,667
0
124,940
88
291,337
476,756
428,858
467,895
1,787,385
0 0 0
588,797
435,301
434,323
1,584,414
640,000
520,000
620,130
2,081,230
640,000
520,000
640,000
2,116,100
63001 Miscellaneous Operating Expenses 4,599 20,092 11,050 11,050
SUBTOTAL COMMODITIES 4,599 20,092 11,050 11,050
65000
65040
65055
65100
65105
65400
Building Rental 0
5,860
0
0
5,970
915
0
590
10,500
300IT Maintenance Charge
Communications- Landlines
Insurance Charges
80 40
247
37
226 230 720
Benefits Overhead 33 30 0
Indirect Costs 486
6,630
546 1,710
2,640
49,610
61,170SUBTOTAL FIXED CHARGES 7,690
67301
67311
POB Principal-Misc 48
87
16
87
30
90
40
80POB Interest - Misc
SUBTOTAL DEBT SERVICE 135 104 120 120
TOTAL 1,803,318 1,616,601 2,108,040 2,203,450
563
City Council 21 – 576 6/17/2025
PARKING FUND
COMMUNITY DEVELOPMENT
DOWNTOWN ENHANCEMENTS
Account
ACCOUNTING UNIT
02718133
ACTUAL
FY 22-23
135,288
ACTUAL
FY 23-24
ADOPTED
FY 24-25
180,760
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 157,477 181,140
0Salaries Cash Out/Separation
Salaries Part-Time
0
0
0
349
2,000
430 0
Salaries Overtime 119 505 10,000
7,880
12,070
20
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
4,306
8,835
0
7,224
9,433
13
7,220
13,220
0
Medicare Insurance 1,834
22,492
0
2,274
24,442
1,459
9,337
212,513
2,610
29,360
1,670
8,030
254,830
2,620
29,360
1,680
8,350
243,590
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
8,091
180,965
62000
62010
62012
62130
62140
62200
62300
Utilities 25,994
561
23,025 15,000
0
0
Communications 0 0
Cellular Phone Charges
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
586 568 700 0
16 0
0
0 0
0 300 0
0001,500
755,740
773,240
Contract Services-Professional
SUBTOTAL CONTRACTUALS
678,943
706,100
690,977
714,571
1,000,000
1,000,000
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
2,418
0
1,142
77
7,000
0
0
0
0SUBTOTAL COMMODITIES 2,418 1,219 7,000
65000
65010
65011
65012
65040
65055
65100
65105
65400
Building Rental 0
10,824
333
0
8,914
555
0
6,830
730
31,490
9,370
2,860
0
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
264 190 0
5,580
0
6,260
959
6,530
910
6,660
910
9,656
1,435
19,663
47,756
10,582
1,556
27,434
56,451
10,050
1,450
30,440
56,940
11,730
1,200
30,710
94,930
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
68
68
653
94
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 747
67301
67311
POB Principal-Misc 2,695
4,917
7,612
924
4,913
5,837
1,500
4,910
6,410
2,680
4,890
7,570
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 944,918 991,338 1,098,420 1,346,090
564
City Council 21 – 577 6/17/2025
CITY SERVICES
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
05318021 CDA AGY SERVICES
TOTAL EXPENDITURES
0
0
1,919
1,919
ACTUAL
FY 23-24
1,919
1,919
0
0
0
0
ACTUAL
FY 22-23
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS
TOTAL
62000 0 0 0
0 0 0
565
City Council 21 – 578 6/17/2025
CITY SERVICES
COMMUNITY DEVELOPMENT
CDA AGY SERVICES
Account
ACCOUNTING UNIT
05318021
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional 0 1,919 0 0
SUBTOTAL CONTRACTUALS 0 1,919 0 0
TOTAL 0 1,919 0 0
566
City Council 21 – 579 6/17/2025
EMERGENCY AND HEALTH GRANTS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025
58000
58007
58008
59011
State Grants-Direct 1,828,848 6,912,393 534,270 729,530
20,220
12,660
6,400
0
Earning On Investments 68,724
11,679
9,736
0
122,038
12,659
6,397
0
105,000
12,000Interest Earned on Advanced Received- 8M
Interest Earned on Advanced Received- 4M
Reserve Appropriation
10,000
2,546,480
TOTAL REVENUES 1,918,988 7,053,488 3,207,750 768,810
EXPENDITURES
12218700 HEAP Grant 0
255,799
311,565
1,261,485
0
200,000
125,103
471,768
5,376,715
938,806
0
120,340
148,990
544,020
21,110
150
6,69012218715 HHAP GRANT
12218716 HHAP-2 GRANT
12218717 HHAP-3 GRANT
12218718 HHAP-4 GRANT
2,830
580,600
205,030
TOTAL EXPENDITURES 1,828,848 7,112,393 834,460 795,300
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
212,965 213,382 455,000 602,720
56,120
0
139,449
48,826
32,253
0
458,085
12,791
0
0
46,030 73,760
120,340
11,270
174,090
123,160
0100,076
10,269TRANSFERS13,393
1,381,963
13,300
0MISCELLANEOUS6,271,760
TOTAL 1,828,848 7,112,393 834,460 795,300
567
City Council 21 – 580 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HHAP GRANT
ACCOUNTING UNIT
12218715
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 107,095
7,957
11,218 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 0
962Retirement-Employer Normal Cost 10,995
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
25,491
223
1,832
0
Medicare Insurance 1,593 92
Health Insurance 23,707
6,935
2,062
386Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 183,996 16,553
62010
62120
62130
62300
62302
62600
62700
Communications 1,105
2,461
642
0
0
0
0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Tuition Reimbursement
0
0 0
6,690
0
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
17,553
115
121
58
096 0
Auto Expense 40 20
200
0
SUBTOTAL CONTRACTUALS 22,012 6,690
63001 Miscellaneous Operating Expenses 4,144 0 0 0
SUBTOTAL COMMODITIES 4,144 0 0 0
65040
65100
65105
65400
IT Maintenance Charge
Insurance Charges
5,580
8,277
0
438
0
0
0
0
0
0
0
0
0
0
Benefits Overhead 1,230 64
Indirect Costs 17,166
32,253
1,900
2,402SUBTOTAL FIXED CHARGES
66200
66410
Buildings & Building Improvements
Vehicle Purchase
0
0
0
100,000
0
0 0
0
0
120,340
SUBTOTAL CAPITAL 100,000 120,340
68001 POB Misc Xfer to Fund 406 13,393 5,948 0 0
SUBTOTAL TRANSFERS 13,393 5,948 0 0
TOTAL 255,799 125,103 120,340 6,690
568
City Council 21 – 581 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HHAP-2 GRANT
ACCOUNTING UNIT
12218716
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
33,680
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 2,201 119,060 0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 0
0
0
11
6,345
14,826
18,784
0
0
0Salaries Overtime
Retirement-Employer Normal Cost 2,320
23,170
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
0
0
Medicare Insurance 0 1,760
27,073
1,640
7,330
196,830
480
Health Insurance 0
0
9,360
320Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
0 6,460
75,7902,201
62120
62130
62300
Training, Transportation, Meetings
Tuition Reimbursement
0
0
402
1,923
0
0
0
0
0
0
Contract Services-Professional
SUBTOTAL CONTRACTUALS
943
943
22,897
25,221
2,830
2,830
63001 Miscellaneous Operating Expenses 0 3,634 0 0
SUBTOTAL COMMODITIES 0 3,634 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
10,520
1,612
13,950
1,940
8,100
1,160
5,360
30,510
0
0
0
0
0
0
8,654
Benefits Overhead 1,223
Indirect Costs 21,618
43,628SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 0 76 0 0
SUBTOTAL CAPITAL 0 76 0 0
POB Misc Xfer to Fund 406 0 4,321 11,270 0
SUBTOTAL TRANSFERS 0 4,321 11,270 0
69011
69135
Reserve Appropriation 0
308,421
308,421
0
198,059
198,059
31,420
0
0
0
0
Payment to Subagent
SUBTOTAL MISCELLANEOUS 31,420
TOTAL 311,565 471,768 148,990 2,830
569
City Council 21 – 582 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HHAP-3 GRANT
ACCOUNTING UNIT
12218717
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
268,850
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0 0
0
0
0
0
0
0
0
0
0
0
233,550
82,060
0
Salaries Part-Time 0
26,767
0
0
0Salaries Overtime
Retirement-Employer Normal Cost 32,860
8,150
0
25,740
14,120
3,080
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
0
0
Medicare Insurance 0 3,890
62,360
2,690
410
4,570
Health Insurance 0 46,620
2,310Retiree Health Benefits 0
0Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
12,270
424,32026,767 379,210
62000
62012
62130
62300
Utilities 0
0
106,750
535
0
0
0
0
0
0
0Cellular Phone Charges
Tuition Reimbursement
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 0 3,500
29,530
33,030
116,494
116,494
125,379
232,663
63001 Miscellaneous Operating Expenses 44,682 9,156 0 0
SUBTOTAL COMMODITIES 44,682 9,156 0 0
65000
65040
65055
65100
65105
65400
Building Rental 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
590
41,980
19,080
2,620
IT Maintenance Charge
Communications- Landlines
Insurance Charges
80
510 16,110
3,430Benefits Overhead 70
Indirect Costs 42,000
43,250
26,730
109,950SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 0 0 0 13,300
SUBTOTAL TRANSFERS 0 0 0 13,300
69011
69135
Reserve Appropriation 0
1,073,542
1,073,542
0
5,134,896
5,134,896
121,560
0
0
0
0
Payment to Subagent
SUBTOTAL MISCELLANEOUS 121,560
TOTAL 1,261,485 5,376,715 544,020 580,600
570
City Council 21 – 583 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HHAP-4 GRANT
ACCOUNTING UNIT
12218718
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61170
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
97,330
11,510
40,540
1,410
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
0
0
0
0
0
Health Insurance 26,640
970Retiree Health Benefits
SUBTOTAL SALARIES & BENEFITS 178,400
62300 Contract Services-Professional 0 0 0 13,420
SUBTOTAL CONTRACTUALS 0 0 0 13,420
65000
65100
65400
Building Rental 0
0
0
0
0
0
0
0
0
0
0
0
10,500
290Insurance Charges
Indirect Costs 2,420
13,210SUBTOTAL FIXED CHARGES
69011
69135
Reserve Appropriation 0
0
0
0 21,110
0
0
0
0
Payment to Subagent 938,806
SUBTOTAL MISCELLANEOUS 938,806 21,110
TOTAL 0 938,806 21,110 205,030
571
City Council 21 – 584 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HEAP Grant
ACCOUNTING UNIT
12218002
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
534,270
PROPOSED
FY 25-26Code
52025
58000
58007
58008
59011
LINE ITEM RESOURCES
State Grants-Direct 1,828,848
68,724
6,912,393
122,038
12,659
6,397
729,530
20,220
12,660
6,400
0
Earning On Investments 105,000
12,000Interest Earned on Advanced Received- 8M
Interest Earned on Advanced Received- 4M
Reserve Appropriation
11,679
9,736 10,000
0 0 2,546,480
3,207,750SUBTOTAL REVENUES 1,918,988 7,053,488 768,810
TOTAL 1,918,988 7,053,488 3,207,750 768,810
572
City Council 21 – 585 6/17/2025
EMERGENCY AND HEALTH GRANTS
COMMUNITY DEVELOPMENT
HEAP Grant
ACCOUNTING UNIT
12218700
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62300
62500
LINE ITEM RESOURCES
Contract Services-Professional
Rent Payments
0
0
0
0 0
0
0
150
0200,000
SUBTOTAL CONTRACTUALS 200,000 150
TOTAL 0 200,000 0 150
573
City Council 21 – 586 6/17/2025
WORKFORCE INNOV AND OPP ACT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52009
57000
57960
Federal Grant-Indirect 1,882,830 2,355,684 2,565,240 2,298,100
41,420
0
Federal Grant-Indirect COVID
Expense Reimbursement
Rental Of Property
155,926
6,771
93,938
0
0
0
363,426 355,032 335,490 425,940
TOTAL REVENUES 2,408,953 2,804,654 2,900,730 2,765,460
EXPENDITURES
12318748 WDB ADMIN 154,140
825,371
126,094
256,597
249,629
312,523
117,942
145,060
584,189
110,054
847,667
121,137
348,023
218,976
248,189
97,086
132,390
804,680
108,320
289,200
156,420
263,310
71,940
100,990
789,950
123,440
116,170
185,870
218,470
69,700
12318751 ONE STOP PROGRAM
12318752 ONE STOP ADMIN
12318753 ONE STOP ADULT
12318754 ONE STOP DISLOCATED WRKR
12318756 ONE STOP RAPID RESPONSE
12318757 WDB PROGRAM
12318762 NAT DW Employment RCVRY - NDGW
12318763 WIOA Youth
131,043
493,248
114,380
791,780
41,420
693,510
TOTAL EXPENDITURES 2,771,543 2,615,422 2,732,420 2,339,520
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,186,560 1,148,977 1,698,300 1,628,430
1,460
0
548,170
6,734
503,884
4,904
307,380
4,950
251,351
716
226,810
994
301,500
1,000
332,520
0
TRANSFERS 44,546
733,466
35,094
694,759
38,510
380,780
56,040
321,070MISCELLANEOUS
TOTAL 2,771,543 2,615,422 2,732,420 2,339,520
574
City Council 21 – 587 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
NAT DW Employment RCVRY - NDGW
Account
ACCOUNTING UNIT
12318762
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
53,710
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 40,585
379
41,679 11,810
60Salaries Part-Time 306
174
0
0Salaries Overtime 0 0
Retirement-Employer Normal Cost 1,313 2,078
2,713
11
2,250
150
740
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
1,994
14
12,200
100
Medicare Insurance 588 603 780 180
Health Insurance 5,572
0
5,935
0
8,330
490
2,060
120Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,534
52,980
2,535
56,034
2,260
67,970
2,430
29,610
62300
62400
62500
Contract Services-Professional
Auditor Fee
0
0
0
5
5,000
0
0
0
0
0
Rent Payments 3,467
3,467
1,227
1,232
300
5,300SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 0 0 1,000 0
SUBTOTAL COMMODITIES 0 0 1,000 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
349
2,380
330
3,030
420
3,024
450
2,872
423
2,830
410
3,570
540Benefits Overhead
Indirect Costs 5,900
9,374
7,142
10,785
8,550
14,500
4,250
11,810SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 2,571 0 0 0
SUBTOTAL TRANSFERS 2,571 0 0 0
69138
69143
69144
Payment-Training Portion
Transportation Pass for Partic
Client Support Services
76,667 62,992 20,000
4,200
0
0
0
0
0
0
0
0 1,410
SUBTOTAL MISCELLANEOUS 76,667 62,992 25,610
TOTAL 145,060 131,043 114,380 41,420
575
City Council 21 – 588 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
WIOA Youth
ACCOUNTING UNIT
12318763
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
280,600
PROPOSED
FY 25-26Code
61000
61010
61020
61030
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 83,745 92,978 222,190
0Salaries Cash Out/Separation
Salaries Part-Time
0
6,268
0
0
3,898
7,665
1
1,500
3,580
0
3,500
0Salaries Participant
Salaries Overtime 0 0 0
Retirement-Employer Normal Cost 2,588 3,858
5,038
432
16,060
6,310
130
16,750
7,490
130
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
6,001
160
Medicare Insurance 1,224
17,284
0
1,460
18,042
835
4,090
68,730
2,590
4,960
388,550
3,260
61,000
2,130
10,100
326,550
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
5,349
122,619
5,390
139,596
62010
62120
62200
62300
62302
62500
Communications 1,063
1,476
228
0
2,158
0
0
5,000
0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Advertising
Contract Services-Professional
Contracted Vendor Personnel Services
Rent Payments
0 85 0
58 0 0
16,639
19,464
10,434
12,677
10,760
15,760SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
0
45
45
365
132
497
2,350
100
0
0
0SUBTOTAL COMMODITIES 2,450
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
421
11
1,178
29
0
0
0
0
11,580
0
11,660
1,786
5,962
877
12,170
1,700
6,220
900
18,470
2,540
13,090
3,320
14,660
52,080
6,384
949Benefits Overhead
Indirect Costs 13,099
32,443
16,956
38,448
36,380
57,370SUBTOTAL FIXED CHARGES
66511
68001
69135
Computer Software Subscriptions 68 0 0 0
SUBTOTAL CAPITAL 68 0 0 0
POB Misc Xfer to Fund 406 10,032 7,692 8,440 9,960
SUBTOTAL TRANSFERS 10,032 7,692 8,440 9,960
Payment to Subagent 399,517 294,338 319,210 304,920
SUBTOTAL MISCELLANEOUS 399,517 294,338 319,210 304,920
TOTAL 584,189 493,248 791,780 693,510
576
City Council 21 – 589 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
WIOA REVENUES
Account
ACCOUNTING UNIT
12318002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52001
52009
57000
57960
LINE ITEM RESOURCES FY 24-25
2,565,240
0
Federal Grant-Indirect
Federal Grant-Indirect COVID
Expense Reimbursement
Rental Of Property
1,882,830
155,926
6,771
2,355,684
93,938
0
2,298,100
41,420
00
363,426
2,408,953
355,032
2,804,654
335,490
2,900,730
425,940
2,765,460SUBTOTAL REVENUES
TOTAL 2,408,953 2,804,654 2,900,730 2,765,460
577
City Council 21 – 590 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
WDB ADMIN
ACCOUNTING UNIT
12318748
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
62,750
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 78,642
0
46,946 50,340
0Salaries Cash Out/Separation
Salaries Part-Time
0
5,134
1,053
2,426
3,169
193
3,510
6,690
0
5,574
496
6,700
0Salaries Overtime
Retirement-Employer Normal Cost 2,282 3,660
4,490
250
1,930
4,400
260
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
5,290
209
Medicare Insurance 1,094
11,755
0
843 1,010
13,890
590
820
Health Insurance 8,527
1,500
3,271
73,062
8,560
460Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,789
110,129
5,000
101,840
3,050
76,520
62010
62120
62140
62200
62300
62400
62500
62600
Communications 510
2,063
1,815
2,870
10,290
549
0
1,149
2,065
0
0 0
0Training, Transportation, Meetings
Membership, Subscription & Dues
Advertising
0
0 0
0
0
0
Contract Services-Professional
Auditor Fee
262 0
1,560
11,330
800
0 0
Rent Payments 0 5,650
0
920
0Parking Validation 539
SUBTOTAL CONTRACTUALS 18,636 17,166 5,650 920
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
55
12
67
38
0
0
0
0
0
0
0SUBTOTAL COMMODITIES 38
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
107
3
0
0
0
0
0
0
1,950
0
1,870
287
1,960
270
3,210
440
5,715
849
3,707
545
6,270
910
4,340
580Benefits Overhead
Indirect Costs 12,378
21,002
9,693
16,102
11,550
20,960
10,320
18,890SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 0 94 0 0
SUBTOTAL CAPITAL 0 94 0 0
POB Misc Xfer to Fund 406 4,305 3,592 3,940 4,660
SUBTOTAL TRANSFERS 4,305 3,592 3,940 4,660
TOTAL 154,140 110,054 132,390 100,990
578
City Council 21 – 591 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
ONE STOP PROGRAM
Account
ACCOUNTING UNIT
12318751
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
274,420
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 225,200
0
207,845 394,040
0Salaries Cash Out/Separation
Salaries Part-Time
39,489
46,790
0
0
60,470
0
21,469
262
84,510
0Salaries Overtime
Retirement-Employer Normal Cost 7,016 9,990
13,250
1,755
4,033
29,734
3,291
15,226
371,403
19,540
19,590
2,270
26,190
37,760
3,170
6,900
62,440
3,720
22,090
640,820
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
16,266
730
Medicare Insurance 3,422
30,852
0
4,820
Health Insurance 71,710
2,630Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
14,720
319,935
13,600
469,050
62010
62120
62140
62300
62302
62500
62600
Communications (802)
75
0
3,063
0
0 0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Rent Payments
0
1,815 0
25,000
0
24,519
3,936
39,503
0
388,738
1,382
379,857
0
209,040
0Parking Validation
SUBTOTAL CONTRACTUALS 419,664 422,423 234,040
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
4,776
37
4,056
32
1,000
500
0
0
0SUBTOTAL COMMODITIES 4,813 4,088 1,500
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
264
7
454
11
4,250
0
4,460
0
17,350
0
(8,278)
(13,814)
17,256
2,538
14,190
1,980
17,030
2,450
53,310
93,210
26,380
3,620
30,170
4,750
64,870
134,250
17,569
2,611
35,590
73,391
Benefits Overhead
Indirect Costs 44,557
42,724SUBTOTAL FIXED CHARGES
66511
68001
69145
Computer Software Subscriptions 580 712 1,000 0
SUBTOTAL CAPITAL 580 712 1,000 0
POB Misc Xfer to Fund 406 6,988 5,358 5,880 14,880
SUBTOTAL TRANSFERS 6,988 5,358 5,880 14,880
Client Assessment 0 959 0 0
SUBTOTAL MISCELLANEOUS 0 959 0 0
TOTAL 825,371 847,667 804,680 789,950
579
City Council 21 – 592 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
ONE STOP ADMIN
Account
ACCOUNTING UNIT
12318752
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
53,630
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 57,090
0
61,210 60,320
0Salaries Part-Time 304
9
430
0Salaries Overtime 3,118
5,009
0
Retirement-Employer Normal Cost 4,946
6,459
11
4,170
9,300
20
4,820
13,340
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
10,662
0
Medicare Insurance 801 879 810 920
Health Insurance 20,693
0
16,838
1,565
3,501
95,723
15,580
510
17,860
610Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,472
100,845
2,950
87,400
2,960
100,830
62120
62130
62140
62300
62302
Training, Transportation, Meetings
Tuition Reimbursement
0
30
270
0
0
0
0
0
0
0
0
0
0
0
0
0
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
0 180
1,101
2,634
3,765
1,512
234
2,195
63001 Miscellaneous Operating Expenses 484 156 0 0
SUBTOTAL COMMODITIES 484 156 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
3,070
0
3,810
584
3,980
550
4,060
560
4,144
616
3,968
584
3,700
540
4,210
730Benefits Overhead
Indirect Costs 8,800
16,630
10,630
19,575
8,530
17,300
8,780
18,340SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 68 188 0 0
SUBTOTAL CAPITAL 68 188 0 0
POB Misc Xfer to Fund 406 4,302 3,298 3,620 4,270
SUBTOTAL TRANSFERS 4,302 3,298 3,620 4,270
TOTAL 126,094 121,137 108,320 123,440
580
City Council 21 – 593 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
ONE STOP ADULT
Account
ACCOUNTING UNIT
12318753
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
143,670
PROPOSED
FY 25-26Code
61000
61010
61030
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 55,078 37,975 36,140
0Salaries Cash Out/Separation
Salaries Participant
0
0
1,997
8,487
1,774
2,316
318
0
0 0
Retirement-Employer Normal Cost 1,757 15,640
2,970
0
4,280
3,260
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
4,073
0
Medicare Insurance 770 677 2,080
51,470
1,410
3,040
220,280
520
Health Insurance 16,464
0
8,483
1
13,320
360Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,365
81,506
3,007
65,035
5,070
62,950
62500
63300
Rent Payments 11,809 3,942 4,130 0
SUBTOTAL CONTRACTUALS 11,809 3,942 4,130 0
Gas & Diesel 21 0 0 0
SUBTOTAL COMMODITIES 21 0 0 0
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
198
5
0
0
0
0
0
0
6,100
0
8,530
1,307
2,593
381
8,910
1,240
3,800
550
12,720
1,750
6,310
2,290
7,120
30,190
4,016
597Benefits Overhead
Indirect Costs 8,081
18,998
6,940
19,751
18,500
33,000SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 6,928 5,312 5,830 6,880
SUBTOTAL TRANSFERS 6,928 5,312 5,830 6,880
69138
69143
69144
69145
Payment-Training Portion
Transportation Pass for Partic
Client Support Services
136,199
352
253,502 25,960 16,150
0
482
0 0
476 0
0
0
0Client Assessment 308 0
SUBTOTAL MISCELLANEOUS 137,335 253,984 25,960 16,150
TOTAL 256,597 348,023 289,200 116,170
581
City Council 21 – 594 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
ONE STOP DISLOCATED WRKR
Account
ACCOUNTING UNIT
12318754
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
77,590
PROPOSED
FY 25-26Code
61000
61010
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 76,369
0
74,454 98,810
0Salaries Cash Out/Separation
Retirement-Employer Normal Cost
1,109
3,461
4,520
1,094
10,025
835
4,490
5,390
8,470
1,110
17,490
730
2,188 12,030
1,120
1,480
39,960
1,020
3,980
158,400
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
6,122
1,058
8,395
0
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,340
98,472
4,447
99,945
2,720
117,990
62500 Rent Payments 8,994 10,842 11,750 0
SUBTOTAL CONTRACTUALS 8,994 10,842 11,750 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
2,790
0
2,280
0
0
0
6,660
910
5,180
770
5,040
741
3,410
490
5,420
1,200
7,520
21,710
Benefits Overhead
Indirect Costs 11,095
19,834
13,194
21,255
7,900
11,800SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 2,383 4,447 4,880 5,760
SUBTOTAL TRANSFERS 2,383 4,447 4,880 5,760
69138
69143
69144
69145
Payment-Training Portion
Transportation Pass for Partic
Client Support Services
119,005
201
82,166
0
10,000 0
0
0
0
0
0
498 320
0
0
0Client Assessment 242
SUBTOTAL MISCELLANEOUS 119,946 82,487 10,000
TOTAL 249,629 218,976 156,420 185,870
582
City Council 21 – 595 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
ONE STOP RAPID RESPONSE
Account
ACCOUNTING UNIT
12318756
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
132,820
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 153,865
95
125,814 116,850
0Salaries Overtime 160
5,781
7,549
1,785
31,277
835
0
6,380Retirement-Employer Normal Cost 4,989 4,460
9,240
1,680
30,890
1,080
8,980
173,180
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
11,567
2,162
32,615
0
11,060
1,910
Health Insurance 35,220
1,230Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
9,428
214,720
7,525
180,726
7,310
195,930
62010
62120
62300
62500
Communications 510
150
0
1,538
0
0
0
0
0Training, Transportation, Meetings
Contract Services-Professional
Rent Payments
24,384
24,138
49,182
0 0
18,063
19,602
18,690
18,690
540
540SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
1,260
13
56
0
0
0
0
0
0
0SUBTOTAL COMMODITIES 1,273 56
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
160
4
0
0
0
0
0
0
6,860
0
10,980
1,682
8,528
1,254
21,715
44,159
11,460
1,600
9,160
1,330
21,140
44,690
11,300
1,550
12,040
2,030
10,470
37,390
11,253
1,673
22,641
42,590
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 4,757 3,647 4,000 7,360
SUBTOTAL TRANSFERS 4,757 3,647 4,000 7,360
TOTAL 312,523 248,189 263,310 218,470
583
City Council 21 – 596 6/17/2025
WORKFORCE INNOV AND OPP ACT
COMMUNITY DEVELOPMENT
WDB PROGRAM
Account
ACCOUNTING UNIT
12318757
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
30,460
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 59,236
5,734
1,927
45,927 48,950
5,410
(8,310)
3,780
200
Salaries Part-Time 5,158
2,070
2,702
194
5,960
1,280
3,910
220
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
4,468
215
Medicare Insurance 937 727 520 650
Health Insurance 8,864
0
7,619
0
4,980
280
6,400
360Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,972
85,354
3,057
67,454
1,680
49,290
2,130
59,570
62120
62140
62500
Training, Transportation, Meetings
Membership, Subscription & Dues
Rent Payments
408
0
1,164
2,065
0
0
0
0
0
0
12,782
13,190
10,575
13,804
12,060
12,060SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 30 69 0 0
SUBTOTAL COMMODITIES 30 69 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,950
0
1,200
183
1,250
170
1,270
170
4,741
705
3,464
510
2,100
300
2,940
230Benefits Overhead
Indirect Costs 9,694
17,089
8,654
14,011
4,850
8,670
3,250
7,860SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 2,280 1,748 1,920 2,270
SUBTOTAL TRANSFERS 2,280 1,748 1,920 2,270
TOTAL 117,942 97,086 71,940 69,700
584
City Council 21 – 597 6/17/2025
ORANGE COUNTY GRANTS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52009
52027
58000
58011
Federal Grant-Indirect 624,395 797,874 838,960 0
Federal Grant-Indirect COVID
State Grants-Indirect
1,200,000 0
0
0
0
0
0
0
0
0
0
71
48,120
Earning On Investments 0
0Interest Earned on Advanced Received- 2.8M
TOTAL REVENUES
979
1,825,444 797,874 838,960 48,120
EXPENDITURES
12418737 SSA VT WEX 614,896
9,517
797,874 838,960 0
12418750 OC WIOA 0
0
0
0
0
0
0
48,120
0
12418752 OC REGNL EQTY & RCVRY P'SHIP
12418811 ARPA-OC-DOWNTOWN BUS INTERRUPT
TOTAL EXPENDITURES
0
1,200,000
1,824,413 797,874 838,960 48,120
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
350,515 429,293 483,120 48,120
23,813
296
19,902
59
47,320
850
0
0
0
0
0
FIXED CHARGES
TRANSFERS
55,295
10,655
1,383,839
58,346
8,170
59,620
8,960
MISCELLANEOUS 282,104 239,090
TOTAL 1,824,413 797,874 838,960 48,120
585
City Council 21 – 598 6/17/2025
ORANGE COUNTY GRANTS
COMMUNITY DEVELOPMENT
OC REGNL EQTY & RCVRY P'SHIP
Account
ACCOUNTING UNIT
12418752
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61170
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
39,270
1,500
570
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 6,410
370Retiree Health Benefits
SUBTOTAL SALARIES & BENEFITS 48,120
TOTAL 0 0 0 48,120
586
City Council 21 – 599 6/17/2025
ORANGE COUNTY GRANTS
COMMUNITY DEVELOPMENT
ARPA-OC-DOWNTOWN BUS INTERRUPT
Account
ACCOUNTING UNIT
12418811
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 9,705
546
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time
Retirement-Employer Normal Cost 630
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
2,608
20
Medicare Insurance 138
Health Insurance 3,443
624Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 17,714
63001 Miscellaneous Operating Expenses 0 0 0 0
SUBTOTAL COMMODITIES 0 0 0 0
65100
65105
65400
Insurance Charges
Benefits Overhead
745
111
0
0
0
0
0
0
0
0
0
0
0
0
Indirect Costs 1,520
2,376SUBTOTAL FIXED CHARGES
69152 Loans & Grants 1,179,910 0 0 0
SUBTOTAL MISCELLANEOUS 1,179,910 0 0 0
TOTAL 1,200,000 0 0 0
587
City Council 21 – 600 6/17/2025
ORANGE COUNTY GRANTS
COMMUNITY DEVELOPMENT
OC GRANT REVENUE
Account
ACCOUNTING UNIT
12418002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
838,960
PROPOSED
FY 25-26Code
52001
52009
52027
58000
58011
LINE ITEM RESOURCES
Federal Grant-Indirect
Federal Grant-Indirect COVID
State Grants-Indirect
624,395 797,874 0
1,200,000 0 0 0
48,120
0
0 0 0
Earning On Investments 71 0
0
0
0Interest Earned on Advanced Received- 2.8M 979 0
SUBTOTAL REVENUES 1,825,444 797,874 838,960 48,120
TOTAL 1,825,444 797,874 838,960 48,120
588
City Council 21 – 601 6/17/2025
ORANGE COUNTY GRANTS
COMMUNITY DEVELOPMENT
SSA VT WEX
ACCOUNTING UNIT
12418737
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
197,570
PROPOSED
FY 25-26Code
61000
61020
61030
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 172,418
1,968
76,972
9
176,698 0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 2,022
175,561
0
1,190
206,640
0
Salaries Participant
Salaries Overtime
Retirement-Employer Normal Cost 5,486 8,336 8,480
14,830
7,800
5,860
29,320
1,820
9,610
483,120
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
12,706
2,960
3,608
28,385
0
10,476
6,660
Medicare Insurance 5,197
Health Insurance 25,188
1,669Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
19,980
324,492
17,486
429,293
62010
62300
62500
Communications 1,020
0
0
0
0
24,420
22,900
47,320
0
0
0
0
Contract Services-Professional
Rent Payments 22,793
23,813
19,902
19,902SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
263
33
0
59
59
700
150
850
0
0
0SUBTOTAL COMMODITIES 296
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
267
7
450
17
0
0
0
0
0
0
0
0
0
0
11,490
0
11,830
1,812
12,173
1,790
30,275
58,346
12,470
1,740
12,040
1,730
31,640
59,620
12,731
1,892
25,324
51,711
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
68001
69138
POB Misc Xfer to Fund 406 10,655 8,170 8,960 0
SUBTOTAL TRANSFERS 10,655 8,170 8,960 0
Payment-Training Portion 203,929 282,104 239,090 0
SUBTOTAL MISCELLANEOUS 203,929 282,104 239,090 0
TOTAL 614,896 797,874 838,960 0
589
City Council 21 – 602 6/17/2025
ORANGE COUNTY GRANTS
COMMUNITY DEVELOPMENT
OC WIOA
ACCOUNTING UNIT
12418750
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 6,519
211
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
201
92
Health Insurance 881
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
406
8,309
65100
65105
65400
Insurance Charges
Benefits Overhead
484
72
0
0
0
0
0
0
0
0
0
0
0
0
Indirect Costs 652
SUBTOTAL FIXED CHARGES 1,208
TOTAL 9,517 0 0 0
590
City Council 21 – 603 6/17/2025
HOME PROGRAM FEDERAL GRANT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
56900
56901
57990
58000
Federal Grant-Direct 2,354,434 250,750 1,605,670 1,184,070
267,030
184,510
360
Principal Repayment
Interest Repayments
Miscellaneous Income
Earning On Investments
TOTAL REVENUES
408,779
180,854
0
659,208
313,368
0
237,780
167,790
300
19,622 37,249 6,750 6,470
2,963,690 1,260,575 2,018,290 1,642,440
EXPENDITURES
13018780 FEDERAL GRANT - HOME PROGRAM
TOTAL EXPENDITURES
3,109,689
3,109,689
391,749
391,749
1,598,670
1,598,670
480,860
480,860
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
284,705 274,237 264,160 322,850
67,210
2,080
79,180
0
43,024
2,703
41,474
1,339
67,024
312
73,150
1,000
62,577
335
63,340
0
TRANSFERS 9,604 7,364
0
8,080 9,540
0MISCELLANEOUS2,706,740 1,188,940
TOTAL 3,109,689 391,749 1,598,670 480,860
591
City Council 21 – 604 6/17/2025
HOME PROGRAM FEDERAL GRANT
COMMUNITY DEVELOPMENT
FEDERAL GRANT - HOME PROGRAM
Account
ACCOUNTING UNIT
13018002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52000
56900
56901
57990
58000
LINE ITEM RESOURCES FY 24-25
1,605,670
237,780
167,790
300
Federal Grant-Direct 2,354,434
408,779
180,854
0
250,750 1,184,070
267,030
184,510
360
Principal Repayment
Interest Repayments
Miscellaneous Income
Earning On Investments
SUBTOTAL REVENUES
659,208
313,368
0
19,622
2,963,690
37,249
1,260,575
6,750 6,470
2,018,290 1,642,440
TOTAL 2,963,690 1,260,575 2,018,290 1,642,440
592
City Council 21 – 605 6/17/2025
HOME PROGRAM FEDERAL GRANT
COMMUNITY DEVELOPMENT
FEDERAL GRANT - HOME PROGRAM
Account
ACCOUNTING UNIT
13018780
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
179,930
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 193,421
0
192,352 208,080
0Salaries Cash Out/Separation
Salaries Overtime
498
5,043
0
04,675
12,316
0
Retirement-Employer Normal Cost 15,748
20,573
2,917
18,000
26,160
2,620
24,620
41,360
3,040
34,250
2,100
9,400
322,850
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
28,554
2,824
31,156
0
Health Insurance 23,747
1,938
25,030
1,760Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
11,758
284,705
11,421
274,237
10,660
264,160
62010
62120
62130
62140
62200
62300
62302
62400
62600
62700
Communications 1,148
521
0
7,307
822
0
5,000
1,500
1,600
5,500
56,100
2,900
550
0
3,180
1,500
0
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
306
1,098
0
675
1,783
29,678
409
0
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee
31,574
117
58,900
2,900
5508,260
0
640
Parking Validation 49 0 60
Auto Expense 0 110 0 120
SUBTOTAL CONTRACTUALS 43,024 41,474 73,150 67,210
63001 Miscellaneous Operating Expenses 2,703 1,339 1,000 2,080
SUBTOTAL COMMODITIES 2,703 1,339 1,000 2,080
65000
65010
65040
65055
65100
65105
65400
Building Rental 7,030
0
7,030
0
7,910
80
7,910
0Rental City Equipment
IT Maintenance Charge
Communications- Landlines
Insurance Charges
10,320
0
9,670
1,481
12,943
1,903
33,996
67,024
10,090
1,410
13,360
1,920
28,570
63,340
10,900
1,500
14,470
1,960
42,440
79,180
14,034
2,086
29,107
62,577
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 335 312 0 0
SUBTOTAL CAPITAL 335 312 0 0
POB Misc Xfer to Fund 406 9,604 7,364 8,080 9,540
SUBTOTAL TRANSFERS 9,604 7,364 8,080 9,540
69011
69152
Reserve Appropriation
Loans & Grants
0
2,706,740
2,706,740
0
0
0
1,188,940
0
0
0
0SUBTOTAL MISCELLANEOUS 1,188,940
TOTAL 3,109,689 391,749 1,598,670 480,860
593
City Council 21 – 606 6/17/2025
MISC GRANTS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52040
58000
Grant-Other 0
0
0
0
0
0
52,130
7,500Earning On Investments
TOTAL REVENUES 0 0 0 59,630
EXPENDITURES
13118700 JAMES IRVINE FOUNDATION GRANT
TOTAL EXPENDITURES
0
0
0
0
0
0
59,630
59,630
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
SALARIES & BENEFITS
CONTRACTUALS
0
0
0
0
0
0
52,130
7,500
TOTAL 0 0 0 59,630
594
City Council 21 – 607 6/17/2025
MISC GRANTS
COMMUNITY DEVELOPMENT
COMMUNITY DEVELOPMENT
Account
ACCOUNTING UNIT
13118002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52040
58000
LINE ITEM RESOURCES
Grant-Other 0
0
0
0
0
0
0
0
0
52,130
7,500Earning On Investments
SUBTOTAL REVENUES 59,630
TOTAL 0 0 0 59,630
595
City Council 21 – 608 6/17/2025
MISC GRANTS
COMMUNITY DEVELOPMENT
JAMES IRVINE FOUNDATION GRANT
Account
ACCOUNTING UNIT
13118700
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61100
61120
61130
61170
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
42,540
1,620
620
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 6,950
400Retiree Health Benefits
SUBTOTAL SALARIES & BENEFITS 52,130
62300 Contract Services-Professional 0 0 0 7,500
SUBTOTAL CONTRACTUALS 0 0 0 7,500
TOTAL 0 0 0 59,630
596
City Council 21 – 609 6/17/2025
HOUSING AUTHORITY-ISSUER FEE
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57893
58000
Issuer Fees/Settlement 52,881 50,065 52,880 52,880
23,560Earning On Investments
TOTAL REVENUES
26,471 33,837 23,560
79,352 83,903 76,440 76,440
EXPENDITURES
13318780 HOUSING AUTHORITY-ISSUER FEE
TOTAL EXPENDITURES
177,863
177,863
209,832
209,832
1,026,400
1,026,400
1,264,200
1,264,200
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
141,425 163,871 312,290 248,830
530,050
5,000
2,026
1,140
31,897
68
12,404
510
663,520
8,000
41,490
0
31,951
94
454,020
25,000
1,300TRANSFERS1,307 1,002 1,100
TOTAL 177,863 209,832 1,026,400 1,264,200
597
City Council 21 – 610 6/17/2025
HOUSING AUTHORITY-ISSUER FEE
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-ISSUER FEE
Account
ACCOUNTING UNIT
13318002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
52,880
PROPOSED
FY 25-26Code
57893
58000
LINE ITEM RESOURCES
Issuer Fees/Settlement
Earning On Investments
SUBTOTAL REVENUES
52,881
26,471
79,352
50,065 52,880
23,560
76,440
33,837 23,560
83,903 76,440
TOTAL 79,352 83,903 76,440 76,440
598
City Council 21 – 611 6/17/2025
HOUSING AUTHORITY-ISSUER FEE
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-ISSUER FEE
Account
ACCOUNTING UNIT
13318780
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
241,560
PROPOSED
FY 25-26Code
61000
61010
61020
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 103,132
8,125
0
86,123 166,310
0Salaries Cash Out/Separation
Salaries Part-Time
44,000
45
5,840
25,000
6,390
8,480
0
25,000
10,750
14,880
0
Retirement-Employer Normal Cost 3,135 4,896
10,627
2
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
7,268
0
Medicare Insurance 1,468
10,477
1,462
6,358
141,425
1,356
9,683
1,679
5,461
163,871
1,750
16,430
1,160
5,680
312,290
2,400
19,420
1,540
8,530
248,830
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62010
62012
62120
62130
62131
62140
62300
62302
Communications 510
354
44
0
628
515
40
310
690
0
750Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
10,000
1,500
300
10,000
1,5000
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
0 0 300
125
993
0
135
11,085
0
0 2,500
650,720
0
500,000
15,000
530,0502,026 12,404 663,520
63001 Miscellaneous Operating Expenses 1,140 510 8,000 5,000
SUBTOTAL COMMODITIES 1,140 510 8,000 5,000
65000
65040
65055
65100
65105
65400
Building Rental 3,150
2,340
0
3,150
3,810
584
3,540
5,940
830
348,920
4,540
620
IT Maintenance Charge
Communications- Landlines
Insurance Charges 7,588
1,128
17,691
31,897
6,189
910
7,120
1,030
23,030
41,490
12,410
820Benefits Overhead
Indirect Costs 17,308
31,951
86,710
454,020SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 68 94 0 25,000
SUBTOTAL CAPITAL 68 94 0 25,000
POB Misc Xfer to Fund 406 1,307 1,002 1,100 1,300
SUBTOTAL TRANSFERS 1,307 1,002 1,100 1,300
TOTAL 177,863 209,832 1,026,400 1,264,200
599
City Council 21 – 612 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52008
52010
53301
53307
53316
56900
56901
57960
Federal Grant-Direct 8,304,748 5,168,094 5,255,310 4,715,900
60,200
0
Federal Grant-Direct COVID
Federal Grant-Direct COVID ESG-CV
Center Programs
396,028
2,858,609
0
158,022
1,346,245
2,062
164,510
0
0 2,100
9,000
2,400
92,000
1,600
145,200
Youth Field Usage Fee
Leisure Classes
13,018
1,374
8,288 10,000
1,000
25,000
5,000
145,200
2,386
Principal Repayment
Interest Repayments
Rental Of Property
13,507
1,663
91,870
1,525
145,200 145,200
TOTAL REVENUES 11,734,148 6,923,692 5,606,020 5,028,400
EXPENDITURES
13518780 COMMUNITY DEVELOPMENT ADMINISTRATION
13518782 COMMUNITY DEVELOPMENT-HOUSING
13518783 CDBG PROGRAMS
848,843
1,670,037
5,366,634
480,379
934,543
718,196
3,647,898
426,784
108,808
653,959
842,670
500,000
3,996,210
447,250
150,510
0
858,660
1,500,000
2,525,660
422,580
60,200
13518785 HUD-EMERGENCY SOLUTIONS GRANT
13518788 CDBG-CV 417,418
13518789 ESG-CV 2,172,642 0
TOTAL EXPENDITURES 10,955,953 6,490,188 5,936,640 5,367,100
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,452,927
242,699
33,394
1,390,992 1,443,800 1,395,860
7,640146,543
4,747
1,609,330
0 0
300,301
3,907,243
785,058
95,091
299,539
2,097,403
163,968
72,908
293,600
750,000
0
252,620
1,006,660
0DEBT SERVICE
TRANSFERS 79,990
1,759,920
94,430
2,609,890MISCELLANEOUS4,139,241 2,314,086
TOTAL 10,955,953 6,490,188 5,936,640 5,367,100
600
City Council 21 – 613 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT
CDBG-CV
ACCOUNTING UNIT
13518788
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
18,398
ADOPTED
FY 24-25
78,330
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 51,290 15,090
0Salaries Cash Out/Separation
Salaries Part-Time
0
27,981
326
1,306
10,476
104
0
0 0
Salaries Overtime 250 0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
2,358
5,466
1,038
1,163
9,918
0
852 5,010
1,810
0
1,790
180
0
1,433
393
Medicare Insurance 445 1,130
16,750
740
220
2,670
150
2,800
22,900
Health Insurance 3,556
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,870
104,409
1,735
38,699
4,370
108,390
62130
62300
62400
Tuition Reimbursement
Contract Services-Professional
Auditor Fee
285
242
133
660
1
0
0
0
0
0
0
0
0
0
410
411SUBTOTAL CONTRACTUALS
63001 Miscellaneous Operating Expenses 30,597 3,079 0 0
SUBTOTAL COMMODITIES 30,597 3,079 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
15,670
0
1,140
174
1,190
170
0
0
5,977
870
2,017
292
5,470
790
3,980
820Benefits Overhead
Indirect Costs 11,876
34,392
4,909
8,532
12,200
19,820
6,170
10,970SUBTOTAL FIXED CHARGES
68001 POB Misc Xfer to Fund 406 26,513 20,328 22,300 26,330
SUBTOTAL TRANSFERS 26,513 20,328 22,300 26,330
69135
69152
Payment to Subagent
Loans & Grants
148,347
72,500
32,759
5,000
0
0
0
0
0
0SUBTOTAL MISCELLANEOUS 220,847 37,759
TOTAL 417,418 108,808 150,510 60,200
601
City Council 21 – 614 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
13518789ESG-CV
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
15,197
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61100
61102
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 30,399 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 3,284
2,695
6,248
123
327
1,417
1,330
12
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 530 250
Health Insurance 5,458
2,115
50,853
3,098
1,025
22,657
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62000
62130
62300
62400
Utilities 119,724
148
26,023
0
0
0
0
0
0
0
0
0
0
0
Tuition Reimbursement
Contract Services-Professional
Auditor Fee
9,831 3,220
01,210
SUBTOTAL CONTRACTUALS 130,913 29,243
63001 Miscellaneous Operating Expenses 188 280 0 0
SUBTOTAL COMMODITIES 188 280 0 0
65040
65100
65105
65400
IT Maintenance Charge
Insurance Charges
2,790
2,507
378
0
1,158
172
0
0
0
0
0
0
0
0
0
0
Benefits Overhead
Indirect Costs 5,025
10,700
2,630
3,959SUBTOTAL FIXED CHARGES
67200
67210
Principal-Leases 453,268
331,789
785,058
78,913
85,055
0
0
0
0
0
0
Interest-Leases
SUBTOTAL DEBT SERVICE 163,968
69135 Payment to Subagent 1,194,931 433,852 0 0
SUBTOTAL MISCELLANEOUS 1,194,931 433,852 0 0
TOTAL 2,172,642 653,959 0 0
602
City Council 21 – 615 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
13518002COMMUNITY DEVELOPMENT ADMINISTRATION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52000
52008
52010
53301
53307
53316
56900
56901
57960
LINE ITEM RESOURCES
Federal Grant-Direct
FY 24-25
5,255,310
164,510
0
8,304,748
396,028
2,858,609
0
5,168,094
158,022
1,346,245
2,062
4,715,900
60,200
0
Federal Grant-Direct COVID
Federal Grant-Direct COVID ESG-CV
Center Programs 0 2,100
Youth Field Usage Fee
Leisure Classes
13,018
1,374
8,288 10,000
1,000
9,000
2,386 2,400
Principal Repayment 13,507
1,663
91,870
1,525
25,000
5,000
92,000
1,600Interest Repayments
Rental Of Property 145,200
11,734,148
145,200
6,923,692
145,200
5,606,020
145,200
5,028,400SUBTOTAL REVENUES
TOTAL 11,734,148 6,923,692 5,606,020 5,028,400
603
City Council 21 – 616 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
13518780COMMUNITY DEVELOPMENT ADMINISTRATION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
374,630
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 366,811 377,065 371,870
0Salaries Cash Out/Separation
Salaries Part-Time
0
0
21,080
2,930
0
15,570
0
0
Salaries Overtime 10,834
16,120
37,915
0
26,856
20,554
26,510
110
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
35,380
35,620
580
43,380
48,740
0
Medicare Insurance 5,134
68,621
0
5,943 5,640
90,280
3,650
20,220
581,570
6,930
96,260
4,640
20,490
592,310
Health Insurance 71,013
3,328Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
21,298
526,733
22,399
577,787
62010
62120
62130
62140
62200
62300
62302
62400
62600
62700
Communications 1,955
1,570
369
0
3,756
331
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
4,373
10,418
75,530
7,559
922
2,125
10,555
85,378
2,543
8,376
1,925
520
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee
Parking Validation 667
Auto Expense 80
SUBTOTAL CONTRACTUALS 103,443 115,509
63001 Miscellaneous Operating Expenses 2,580 1,336 0 0
SUBTOTAL COMMODITIES 2,580 1,336 0 0
65000
65040
65055
65100
65105
65400
Building Rental 24,540
24,150
0
24,601
28,254
4,328
27,600
32,650
4,550
27,600
38,460
5,280
IT Maintenance Charge
Communications- Landlines
Insurance Charges 25,180
3,816
25,242
3,772
25,330
3,650
28,520
6,920Benefits Overhead
Indirect Costs 55,051
132,737
70,774
156,971
73,180
166,960
61,980
168,760SUBTOTAL FIXED CHARGES
66511
68001
69135
Computer Software Subscriptions 601 5,497 0 0
SUBTOTAL CAPITAL 601 5,497 0 0
POB Misc Xfer to Fund 406 22,750 17,443 19,140 22,590
SUBTOTAL TRANSFERS 22,750 17,443 19,140 22,590
Payment to Subagent 60,000 60,000 75,000 75,000
SUBTOTAL MISCELLANEOUS 60,000 60,000 75,000 75,000
TOTAL 848,843 934,543 842,670 858,660
604
City Council 21 – 617 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT
COMMUNITY DEVELOPMENT-HOUSING
Account
ACCOUNTING UNIT
13518782
ACTUAL
FY 22-23
ACTUAL
FY 23-24
238,196
ADOPTED
FY 24-25
500,000
PROPOSED
FY 25-26Code
69135
69152
LINE ITEM RESOURCES
Payment to Subagent 590,037 500,000
1,000,000
1,500,000
Loans & Grants 1,080,000 480,000 0
SUBTOTAL MISCELLANEOUS 1,670,037 718,196 500,000
TOTAL 1,670,037 718,196 500,000 1,500,000
605
City Council 21 – 618 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT
CDBG PROGRAMS
Account
ACCOUNTING UNIT
13518783
ACTUAL
FY 22-23
ACTUAL
FY 23-24
450,988
ADOPTED
FY 24-25
373,140
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 450,511 448,040
0Salaries Overtime 5,115
35,233
81,090
7,262
0
43,931
48,657
6,813
0
71,760
73,340
8,400
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
51,970
64,110
6,370
Health Insurance 72,961
25,983
678,155
79,682
24,862
654,933
141,960
24,830
693,430
127,220
19,230
716,940
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62300 Contract Services-Professional 0 0 1,600,000 0
SUBTOTAL CONTRACTUALS 0 0 1,600,000 0
65100
65105
65400
Insurance Charges
Benefits Overhead
34,594
4,977
30,739
4,521
31,110
4,480
24,390
0
Indirect Costs 67,979
107,551
76,397
111,657
59,330
94,920
40,400
64,790SUBTOTAL FIXED CHARGES
66200
66220
Buildings & Building Improvements
Improvements Other Than Building
SUBTOTAL CAPITAL
24,631
3,882,011
3,906,642
198,035
1,893,871
2,091,906
0
750,000
750,000
0
1,006,660
1,006,660
68001 POB Misc Xfer to Fund 406 43,576 33,410 36,650 43,270
SUBTOTAL TRANSFERS 43,576 33,410 36,650 43,270
69135
69152
Payment to Subagent
Loans & Grants
630,711
0
695,992
60,000
721,210
100,000
821,210
644,000
50,000
SUBTOTAL MISCELLANEOUS 630,711 755,992 694,000
TOTAL 5,366,634 3,647,898 3,996,210 2,525,660
606
City Council 21 – 619 6/17/2025
COMMUNITY DEV BLOCK GRANT/ESG
COMMUNITY DEVELOPMENT
HUD-EMERGENCY SOLUTIONS GRANT
Account
ACCOUNTING UNIT
13518785
ACTUAL
FY 22-23
ACTUAL
FY 23-24
18,511
ADOPTED
FY 24-25
13,030
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 14,342 9,140
46,420
1,080
4,630
130
Salaries Overtime 68,961
1,547
3,586
207
70,744
1,200
2,088
282
43,130
1,590
850
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance 190
Health Insurance 3,251
0
2,987
0
700 1,420
90Retiree Health Benefits 130
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
883 1,105
96,917
790 800
92,776 60,410 63,710
62130
62300
62302
62400
Tuition Reimbursement 5
6,168
1,416
94
0
1,380
0
0
9,330
0
0
7,640
0
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee 0 0 0
SUBTOTAL CONTRACTUALS 7,683 1,380 9,330 7,640
63001 Miscellaneous Operating Expenses 29 51 0 0
SUBTOTAL COMMODITIES 29 51 0 0
65000
65040
65055
65100
65105
65400
Building Rental 730
560
669
1,036
160
820
890
820
0IT Maintenance Charge
Communications- Landlines
Insurance Charges
0 120 0
1,044
158
1,250
185
990 1,270
160
5,850
8,100
Benefits Overhead 140
Indirect Costs 12,429
14,921
15,120
18,420
8,940
11,900SUBTOTAL FIXED CHARGES
68001
69135
POB Misc Xfer to Fund 406 2,253 1,728 1,900 2,240
SUBTOTAL TRANSFERS 2,253 1,728 1,900 2,240
Payment to Subagent 362,716 308,288 363,710 340,890
SUBTOTAL MISCELLANEOUS 362,716 308,288 363,710 340,890
TOTAL 480,379 426,784 447,250 422,580
607
City Council 21 – 620 6/17/2025
HOUSING AUTHORITY-VOUCHER HAP
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52006
52007
57890
57894
Federal Grant-Direct 42,742,042 47,349,426 44,949,000 55,450,000
Foster Youth Independence TPV
Veterans Affairs Supportive Housing
Fraud Recovery-HUD
94,128 0
0
0
0
1,750,000
4,200,000
1,000
500,000
0
200
0
0
1,000
0FSS Terminated Received
TOTAL REVENUES
100,000
42,836,370 47,349,426 51,000,000 55,951,000
EXPENDITURES
13618760 HOUSING AUTHORITY-VOUCHER HAP
TOTAL EXPENDITURES
42,392,616
42,392,616
47,504,291
47,504,291
51,300,000
51,300,000
55,950,000
55,950,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
69000 MISCELLANEOUS 42,392,616 47,504,291 51,300,000
51,300,000
55,950,000
TOTAL 42,392,616 47,504,291 55,950,000
608
City Council 21 – 621 6/17/2025
HOUSING AUTHORITY-VOUCHER HAP
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-VOUCHER HAP
Account
ACCOUNTING UNIT
13618002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52000
52006
52007
57890
57894
LINE ITEM RESOURCES FY 24-25
44,949,000
1,750,000
4,200,000
1,000
Federal Grant-Direct 42,742,042 47,349,426 55,450,000
500,000
0
Foster Youth Independence TPV
Veterans Affairs Supportive Housing
Fraud Recovery-HUD
94,128 0
0
200
0
0
0
1,000
FSS Terminated Received
SUBTOTAL REVENUES
0 100,000 0
42,836,370 47,349,426 51,000,000 55,951,000
TOTAL 42,836,370 47,349,426 51,000,000 55,951,000
609
City Council 21 – 622 6/17/2025
HOUSING AUTHORITY-VOUCHER HAP
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-VOUCHER HAP
Account
ACCOUNTING UNIT
13618760
ACTUAL
FY 22-23
ACTUAL ADOPTED PROPOSED
FY 25-26Code
69158
69159
69162
69169
69170
69171
69172
LINE ITEM RESOURCES FY 23-24
27,295,254
401,061
FY 24-25
29,700,000
300,000
Housing Assist Pmt 24,768,474
248,766
30,000,000
300,000HAP-FSS Escrow
Port Out HAP 11,192,666
785,648
11,934,824
1,294,957
3,594,627
2,675,276
308,292
11,750,000
1,750,000
4,200,000
3,250,000
350,000
12,250,000
2,100,000
5,000,000
6,000,000
300,000
Foster Youth Independence TPV
Veterans Affairs Supportive Housing
Project Based Vouchers
Tenant Protection Vouchers
SUBTOTAL MISCELLANEOUS
2,552,903
2,527,862
316,297
42,392,616 47,504,291 51,300,000 55,950,000
TOTAL 42,392,616 47,504,291 51,300,000 55,950,000
610
City Council 21 – 623 6/17/2025
HOUSING AUTHORITY- NED
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000 Federal Grant-Direct
TOTAL REVENUES
2,326,135 2,387,523 2,500,000 2,650,000
2,650,0002,326,135 2,387,523 2,500,000
EXPENDITURES
13718760 HOUSING AUTHORITY- NED
TOTAL EXPENDITURES
2,326,135
2,326,135
2,387,523
2,387,523
2,500,000
2,500,000
2,650,000
2,650,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
69000 MISCELLANEOUS 2,326,135
2,326,135
2,387,523
2,387,523
2,500,000
2,500,000
2,650,000
TOTAL 2,650,000
611
City Council 21 – 624 6/17/2025
HOUSING AUTHORITY- NED
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY- NED
Account
ACCOUNTING UNIT
13718002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 24-25
2,500,000
2,500,000
52000 Federal Grant-Direct 2,326,135 2,387,523 2,650,000
SUBTOTAL REVENUES 2,326,135 2,387,523 2,650,000
TOTAL 2,326,135 2,387,523 2,500,000 2,650,000
612
City Council 21 – 625 6/17/2025
HOUSING AUTHORITY- NED
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY- NED
Account
ACCOUNTING UNIT
13718760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
69158
69162
LINE ITEM RESOURCES FY 24-25
2,000,000
500,000
Housing Assist Pmt 1,903,824
422,311
1,920,458
467,065
2,100,000
550,000Port Out HAP
SUBTOTAL MISCELLANEOUS 2,326,135 2,387,523 2,500,000 2,650,000
TOTAL 2,326,135 2,387,523 2,500,000 2,650,000
613
City Council 21 – 626 6/17/2025
HOUSING AUTHORITY-MS 5
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000 Federal Grant-Direct
TOTAL REVENUES
2,623,361 3,297,103 4,200,000 4,525,000
4,525,0002,623,361 3,297,103 4,200,000
EXPENDITURES
13818760 Housing Authority-MS 5
TOTAL EXPENDITURES
2,586,852
2,586,852
3,309,760
3,309,760
4,200,000
4,200,000
4,525,000
4,525,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
MISCELLANEOUS
TOTAL
69000 2,586,852
2,586,852
3,309,760
3,309,760
4,200,000
4,200,000
4,525,000
4,525,000
614
City Council 21 – 627 6/17/2025
HOUSING AUTHORITY-MS 5
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-MS 5
Account
ACCOUNTING UNIT
13818002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 24-25
4,200,000
4,200,000
52000 Federal Grant-Direct 2,623,361 3,297,103 4,525,000
SUBTOTAL REVENUES 2,623,361 3,297,103 4,525,000
TOTAL 2,623,361 3,297,103 4,200,000 4,525,000
615
City Council 21 – 628 6/17/2025
HOUSING AUTHORITY-MS 5
COMMUNITY DEVELOPMENT
Housing Authority-MS 5
Account
ACCOUNTING UNIT
13818760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
69134
69158
69159
69162
LINE ITEM RESOURCES
Portprop in received HAP/ADM
Housing Assist Pmt
0
2,574,961
0
0 0 (5,000)
4,475,000
30,000
3,302,659
0
4,175,000
0HAP-FSS Escrow
Port Out HAP 11,891 7,101 25,000
4,200,000
25,000
SUBTOTAL MISCELLANEOUS 2,586,852 3,309,760 4,525,000
TOTAL 2,586,852 3,309,760 4,200,000 4,525,000
616
City Council 21 – 629 6/17/2025
HOUSING AUTHORITY-NEW CONSTR
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52004
Federal Grant-Direct 341,646 299,623 244,730 350,000
0HCV - Additional Admin Fee
TOTAL REVENUES
1,238 109 0
342,884 299,732 244,730 350,000
EXPENDITURES
13918780 ADMIN - Mainstream 5 Vouchers
TOTAL EXPENDITURES
158,025
158,025
170,890
170,890
315,570
315,570
350,000
350,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
117,400 124,011 243,130 203,660
12,000
13,000
93,670
7,430
4,918
0
4,934
0
5,500
0
26,787
4,231
237
35,396
1,944
182
45,240
0
TRANSFERS 200 240
MISCELLANEOUS 4,451 4,423 21,500 20,000
TOTAL 158,025 170,890 315,570 350,000
617
City Council 21 – 630 6/17/2025
HOUSING AUTHORITY-NEW CONSTR
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
13918002HOUSING AUTHORITY - NEW CONSTRUCTION
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
244,730
PROPOSED
FY 25-26Code
52000
52004
LINE ITEM RESOURCES
Federal Grant-Direct 341,646 299,623 350,000
0HCV - Additional Admin Fee
SUBTOTAL REVENUES
1,238 109 0
342,884 299,732 244,730 350,000
TOTAL 342,884 299,732 244,730 350,000
618
City Council 21 – 631 6/17/2025
HOUSING AUTHORITY-NEW CONSTR
COMMUNITY DEVELOPMENT
ADMIN - Mainstream 5 Vouchers
Account
ACCOUNTING UNIT
13918780
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
162,330
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 78,639
2,274
3,483
81,099 125,620
0Salaries Overtime 1,726
8,780
0
18,360
10,750
2,350
Retirement-Employer Normal Cost 14,860
24,390
1,820
29,230
1,250
6,490
203,660
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
8,075
1,118
19,057
0
11,465
1,189
Health Insurance 14,141
821
43,390
1,620Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
4,755
117,400
4,789 4,330
124,011 243,130
62010
62012
62300
62302
62400
Communications 468
0
0
0
0
0
0
1,000
11,000
0
Cellular Phone Charges
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee
3,044
847
4,836
0
5,500
0
560 98 0 0
SUBTOTAL CONTRACTUALS 4,918 4,934 5,500 12,000
63001 Miscellaneous Operating Expenses 0 0 0 13,000
SUBTOTAL COMMODITIES 0 0 0 13,000
65000
65040
65055
65100
65105
65400
Building Rental 0
5,860
0
0
11,660
1,786
5,428
798
0
12,170
1,700
5,430
780
52,480
12,420
1,700
IT Maintenance Charge
Communications- Landlines
Insurance Charges 5,676
844
9,280
Benefits Overhead 2,230
Indirect Costs 14,408
26,787
15,724
35,396
25,160
45,240
15,560
93,670SUBTOTAL FIXED CHARGES
66511
68001
Computer Software Subscriptions 4,231 1,944 0 7,430
SUBTOTAL CAPITAL 4,231 1,944 0 7,430
POB Misc Xfer to Fund 406 237 182 200 240
SUBTOTAL TRANSFERS 237 182 200 240
69011
69131
69133
69134
69167
Reserve Appropriation 0
2,550
0
4,200
223
0
15,500
4,000
2,000
0
15,000
3,500
1,500
0
Mobility-Inspection Fee Paid
Ports Out-Administrative Pay
Portprop in received HAP/ADM
Portprop Disbursement
520
(14,713)
16,094
4,451
0 0 0
SUBTOTAL MISCELLANEOUS 4,423 21,500 20,000
TOTAL 158,025 170,890 315,570 350,000
619
City Council 21 – 632 6/17/2025
HOUSING AUTHORITY-VOUCHER ADM
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
52003
52004
52006
52007
57000
57890
Federal Grant-Direct 4,418,752 4,684,681 5,200,000 5,400,000
405,720
25,000
0
HCV - FSS Coordinator 213,562
4,739
45,000
45,000
0
259,873 260,080
15,000
0
HCV - Additional Admin Fee
Foster Youth Independence TPV
Veterans Affairs Supportive Housing
Expense Reimbursement
Fraud Recovery-HUD
20,656
0
0
0
0
0 0
10,000
2,500
1,000
2,500200
TOTAL REVENUES 4,727,253 4,965,210 5,487,580 5,834,220
EXPENDITURES
14018760 HOUSING AUTHORITY-VOUCHERS ADM
TOTAL EXPENDITURES
4,005,492
4,005,492
4,524,306
4,524,306
6,337,750
6,337,750
6,047,180
6,047,180
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,034,623 2,477,928 2,936,360 3,222,380
808,310
61,500
395,869
64,681
518,212
62,273
91,943
837,891
263,270
96,069
639,542
21,976
70,495
955,025
1,011,620
90,200
612,240
55,000
633,700
400,000
91,290TRANSFERS77,330
MISCELLANEOUS 1,555,000 830,000
TOTAL 4,005,492 4,524,306 6,337,750 6,047,180
620
City Council 21 – 633 6/17/2025
HOUSING AUTHORITY-VOUCHER ADM
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-VOUCHERS ADM
Account
ACCOUNTING UNIT
14018002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52000
52003
52004
52006
52007
57000
57890
LINE ITEM RESOURCES FY 24-25
5,200,000
260,080
15,000
0
Federal Grant-Direct 4,418,752
213,562
4,739
4,684,681 5,400,000
405,720
25,000
0
HCV - FSS Coordinator 259,873
HCV - Additional Admin Fee
Foster Youth Independence TPV
Veterans Affairs Supportive Housing
Expense Reimbursement
Fraud Recovery-HUD
20,656
45,000
45,000
0
0
0 0 0
0
0
10,000
2,500
1,000
2,500
5,834,220
200
SUBTOTAL REVENUES 4,727,253 4,965,210 5,487,580
TOTAL 4,727,253 4,965,210 5,487,580 5,834,220
621
City Council 21 – 634 6/17/2025
HOUSING AUTHORITY-VOUCHER ADM
COMMUNITY DEVELOPMENT
HOUSING AUTHORITY-VOUCHERS ADM
Account
ACCOUNTING UNIT
14018760
ACTUAL
FY 22-23
ACTUAL ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 23-24
1,590,904
10,940
FY 24-25
1,887,970
14,860
Salaries Regular 1,313,160
3,257
2,078,220
21,620
71,480
0
Salaries Cash Out/Separation
Salaries Part-Time 66,098
33,849
81,128
188,087
1,099
78,711 77,290
Salaries Overtime 52,780 10,000
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
129,664
169,319
1,675
167,490
208,750
1,430
183,490
260,080
6,140
Medicare Insurance 19,488
244,264
1,706
25,158 28,290 31,100
455,540
20,170
94,540
3,222,380
Health Insurance 303,980
16,012
444,240
18,160Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
82,490
2,034,623
98,785 77,880
2,477,928 2,936,360
62010
62012
62120
62130
62131
62140
62200
62300
62302
62322
62400
62403
62500
62600
62700
Communications 10,613
2,885
3,075
6,136
118
258
2,434
15,725
3,009
0
0
3,000
0
2,500
52,500
6,000
0
Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
50,000
6,000
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
0
13,530
12,138
284,668
35,830
0
2,161
14,402
172,244
23,720
0
6,890 15,000
6,000
637,900
10,000
3,200
34,000
6,000
32,710
2,000
500
12,000
803,820
50,000
3,200
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Auditor Fee 18,717
750
12,223
0
34,000
6,000Bank Service Fees
Rent Payments 6,487
622
13,482
3,354
260
32,710
3,500Parking Validation
Auto Expense 300 500
SUBTOTAL CONTRACTUALS 395,869 263,270 1,011,620 808,310
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
64,610
70
95,827
242
90,000
200
61,500
0
SUBTOTAL COMMODITIES 64,681 96,069 90,200 61,500
65000
65010
65011
65012
65040
65055
65100
65105
65400
Building Rental 62,720
9,432
0
62,720
10,056
0
70,530
9,030
84,200
8,930Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
5,400 0
228 228 220 8,030
83,830
0
94,310
14,447
111,804
16,505
329,472
639,542
122,480
17,050
97,580
14,050
275,900
612,240
130,390
17,900
125,150
23,660
235,440
633,700
98,228
14,671
249,103
518,212
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
66400
66410
66511
Machinery & Equipment
Vehicle Purchase
0
0
0
0
0
50,000
5,000
200,000
0
Computer Software Subscriptions
SUBTOTAL CAPITAL
62,273
62,273
21,976
21,976
200,000
400,00055,000
68001 POB Misc Xfer to Fund 406 91,943 70,495 77,330 91,290
622
City Council 21 – 635 6/17/2025
SUBTOTAL TRANSFERS 91,943 70,495 77,330 91,290
69011
69131
69132
69133
69134
69167
Reserve Appropriation 0
61,125
0
95,850
500,000
75,000
0
50,000Mobility-Inspection Fee Paid
Mobility-Inspection Fee Receiv
Ports Out-Administrative Pay
Portprop in received HAP/ADM
Portprop Disbursement
(15,600)
794,197
(30,469)
28,638
(17,700)
862,405
(289,239)
303,709
955,025
30,000 (70,000)
1,000,000
(500,000)
350,000
830,000
950,000
(250,000)
250,000
1,555,000SUBTOTAL MISCELLANEOUS 837,891
TOTAL 4,005,492 4,524,306 6,337,750 6,047,180
623
City Council 21 – 636 6/17/2025
NSP FEDERAL GRANT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52000
56900
58000
Federal Grant-Direct 222,014 0 0
0
0
6,580
77,530
3,330
Principal Repayment
Earning On Investments
TOTAL REVENUES
96,892
201
77,529
3,327
319,107 80,856 0 87,440
EXPENDITURES
14218760 NEIGHBORHOOD STABILIZE PRGM 1
14218761 ARRA NGHBRHD STABILIZE PRGM 2
14218762 NGHBRHD STABILIZE PRGM 3
TOTAL EXPENDITURES
1,064,234
478,288
94,898
0
0
0
0
0
0
0
0
0
1,637,420 0 0 0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
69000 MISCELLANEOUS 1,637,420
1,637,420
0 0 0
TOTAL 0 0 0
624
City Council 21 – 637 6/17/2025
NSP FEDERAL GRANT
COMMUNITY DEVELOPMENT
NEIGHBORHOOD STABILIZATION PGM
Account
ACCOUNTING UNIT
14218002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52000
56900
58000
LINE ITEM RESOURCES
Federal Grant-Direct 222,014
96,892
201
0 0
0
0
0
6,580
77,530
3,330
Principal Repayment 77,529
3,327Earning On Investments
SUBTOTAL REVENUES 319,107 80,856 87,440
TOTAL 319,107 80,856 0 87,440
625
City Council 21 – 638 6/17/2025
NSP FEDERAL GRANT
COMMUNITY DEVELOPMENT
NEIGHBORHOOD STABILIZE PRGM 1
Account
ACCOUNTING UNIT
14218760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
69152 Loans & Grants 1,064,234 0 0 0
SUBTOTAL MISCELLANEOUS 1,064,234 0 0 0
TOTAL 1,064,234 0 0 0
626
City Council 21 – 639 6/17/2025
NSP FEDERAL GRANT
COMMUNITY DEVELOPMENT
ARRA NGHBRHD STABILIZE PRGM 2
Account
ACCOUNTING UNIT
14218761
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
69152 Loans & Grants 478,288 0 0 0
SUBTOTAL MISCELLANEOUS 478,288 0 0 0
TOTAL 478,288 0 0 0
627
City Council 21 – 640 6/17/2025
NSP FEDERAL GRANT
COMMUNITY DEVELOPMENT
NGHBRHD STABILIZE PRGM 3
Account
ACCOUNTING UNIT
14218762
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
69152 Loans & Grants 94,898 0 0 0
SUBTOTAL MISCELLANEOUS 94,898 0 0 0
TOTAL 94,898 0 0 0
628
City Council 21 – 641 6/17/2025
CALHOME PROGRAM
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025
56900
58000
State Grants-Direct 0
0
0 0 2,150
60,000
9,450
Principal Repayment
Earning On Investments
TOTAL REVENUES
58,866
9,450
60,000
8,0007,095
7,095 68,316 68,000 71,600
EXPENDITURES
14318763 CALHOME OWNER OCCUPIED
TOTAL EXPENDITURES
0
0
0
0
17,390
17,390
2,150
2,150
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
65000
69000
SALARIES & BENEFITS
FIXED CHARGES
0
0
0
0
0
0
0
0
2,020
130
0MISCELLANEOUS17,390
TOTAL 0 0 17,390 2,150
629
City Council 21 – 642 6/17/2025
CALHOME PROGRAM
COMMUNITY DEVELOPMENT
CALHOME MFGD HSG LOAN FY03-04
Account
ACCOUNTING UNIT
14318002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52025
56900
58000
LINE ITEM RESOURCES
State Grants-Direct 0
0
0 0 2,150
60,000
9,450
Principal Repayment 58,866
9,450
60,000
8,000Earning On Investments
SUBTOTAL REVENUES
7,095
7,095 68,316 68,000 71,600
TOTAL 7,095 68,316 68,000 71,600
630
City Council 21 – 643 6/17/2025
CALHOME PROGRAM
COMMUNITY DEVELOPMENT
CALHOME OWNER OCCUPIED
Account
ACCOUNTING UNIT
14318763
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61102 Retirement- Employer Unfunded- Miscellaneous 0 0 0 2,020
SUBTOTAL SALARIES & BENEFITS 0 0 0 2,020
65400
69152
Indirect Costs 0 0 0 130
SUBTOTAL FIXED CHARGES 0 0 0 130
Loans & Grants 0 0 17,390 0
SUBTOTAL MISCELLANEOUS 0 0 17,390 0
TOTAL 0 0 17,390 2,150
631
City Council 21 – 644 6/17/2025
PRISON TO EMPLOYMENT PROGRAM
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025 State Grants-Direct
TOTAL REVENUES
0
0
51,472 570,770 14,830
14,83051,472 570,770
EXPENDITURES
14418760 PRISON TO EMPLOYMENT PROGRAM
TOTAL EXPENDITURES
0
0
135,473
135,473
570,770
570,770
14,830
14,830
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
0
0
0
0
0
16,059 20,160 11,630
2,008
0
16,000
2,000
0
0
FIXED CHARGES
MISCELLANEOUS
2,925
114,481
2,610 3,200
0530,000
TOTAL 0 135,473 570,770 14,830
632
City Council 21 – 645 6/17/2025
PRISON TO EMPLOYMENT PROGRAM
COMMUNITY DEVELOPMENT
PRISON TO EMPLOYMENT PROGRAM
Account
ACCOUNTING UNIT
14418002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
51,472
ADOPTED
FY 24-25
570,770
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
52025 State Grants-Direct 0 14,830
SUBTOTAL REVENUES 0 51,472 570,770 14,830
TOTAL 0 51,472 570,770 14,830
633
City Council 21 – 646 6/17/2025
PRISON TO EMPLOYMENT PROGRAM
COMMUNITY DEVELOPMENT
PRISON TO EMPLOYMENT PROGRAM
Account
ACCOUNTING UNIT
14418760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
11,257
ADOPTED
FY 24-25
16,410
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
3,200
0
Salaries Part-Time 360
278
0
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
528 690
0
0
690 7,580
120
40
14 0
Medicare Insurance 174 240
2,670
150
0
Health Insurance 2,058
0
0
Retiree Health Benefits 0
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
700 690
11,63016,059 20,160
62120
62300
62500
Training, Transportation, Meetings
Contract Services-Professional
Rent Payments
0
0
0
0
1,495
0
1,000
10,000
5,000
0
0
0
0
513
2,008SUBTOTAL CONTRACTUALS 16,000
63001 Miscellaneous Operating Expenses 0 0 2,000 0
SUBTOTAL COMMODITIES 0 0 2,000 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
0
0
0
0
610
80
793 0 860
Benefits Overhead 117 0 110
Indirect Costs 2,015
2,925
2,610
2,610
1,540
3,200SUBTOTAL FIXED CHARGES
69135
69144
Payment to Subagent 0
0
0
114,481
0
500,000
30,000
0
0
0
Client Support Services
SUBTOTAL MISCELLANEOUS 114,481 530,000
TOTAL 0 135,473 570,770 14,830
634
City Council 21 – 647 6/17/2025
RENTAL REHABILITATION GRANT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000 Earning On Investments
TOTAL REVENUES
484
484
652
652
490 650
650490
EXPENDITURES
14518760 RENTAL REHABILITATION GRANT
TOTAL EXPENDITURES
0
0
0
0
0
0
10,700
10,700
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 0 0 0 10,700
TOTAL 0 0 0 10,700
635
City Council 21 – 648 6/17/2025
RENTAL REHABILITATION GRANT
COMMUNITY DEVELOPMENT
RENTAL REHABILITATION GRANT
Account
ACCOUNTING UNIT
14518002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
490
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Earning On Investments
SUBTOTAL REVENUES
58000 484 652 650
484 652 490 650
TOTAL 484 652 490 650
636
City Council 21 – 649 6/17/2025
RENTAL REHABILITATION GRANT
COMMUNITY DEVELOPMENT
RENTAL REHABILITATION GRANT
Account
ACCOUNTING UNIT
14518760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 0 0 10,700
0 0 0 10,700
TOTAL 0 0 0 10,700
637
City Council 21 – 650 6/17/2025
HSG ADMIN CARES ACT COVID-19
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
15718760 HSG ADMIN CARES ACT COVID-19
TOTAL EXPENDITURES
428
428
0
0
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000 CONTRACTUALS 428 0 0 0
TOTAL 428 0 0 0
638
City Council 21 – 651 6/17/2025
HSG ADMIN CARES ACT COVID-19
COMMUNITY DEVELOPMENT
HSG ADMIN CARES ACT COVID-19
Account
ACCOUNTING UNIT
15718760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
428 0 0 0
428 0 0 0
TOTAL 428 0 0 0
639
City Council 21 – 652 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52025
58011
State Grants-Direct 2,274,764 6,869,608 148,990 1,180
4,200Interest Earned on Advanced Received- 2.8M
TOTAL REVENUES
49,356 4,186 3,500
2,324,121 6,873,794 152,490 5,380
EXPENDITURES
15818700 CDA PLHA Round 1
15818701 CDA PLHA Round 2
15818702 CDA- PLHA Round 3
15818703 CDA- PLHA Round 4
TOTAL EXPENDITURES
24,371 114,013
1,959,940
4,795,654
0
15,100
179,150
54,680
54,680
130
1,250
130
2,250,394
0
0 1,180
2,274,765 6,869,607 303,610 2,690
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
66000
69000
12,104 61,707 0
0
0
0
0
0
1,510
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
10,005
528
991
27
1,734
0
10,453
6,796,429
0
1,180
0
MISCELLANEOUS 2,250,394 303,610 0
TOTAL 2,274,765 6,869,607 303,610 2,690
640
City Council 21 – 653 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
COMMUNITY DEVELOPMENT
PLHA PGM (SB2) REVENUES
Account
ACCOUNTING UNIT
15818002
ACTUAL
FY 22-23
ACTUAL ADOPTED
FY 24-25
148,990
PROPOSED
FY 25-26Code
52025
58011
LINE ITEM RESOURCES FY 23-24
6,869,608
4,186
State Grants-Direct 2,274,764
49,356
1,180
4,200
5,380
Interest Earned on Advanced Received- 2.8M
SUBTOTAL REVENUES
3,500
2,324,121 6,873,794 152,490
TOTAL 2,324,121 6,873,794 152,490 5,380
641
City Council 21 – 654 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
COMMUNITY DEVELOPMENT
CDA PLHA Round 1
Account
ACCOUNTING UNIT
15818700
ACTUAL
FY 22-23
ACTUAL
FY 23-24
39,546
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 7,340 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Overtime 94
722
35
4,925
5,943
562
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
1,675
106
Health Insurance 1,713
456
7,830
2,378
61,218
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 12,104
62000
62130
62300
Utilities 0
5
0
0
0
0
0
0
0
0
130
0Tuition Reimbursement
Contract Services-Professional
SUBTOTAL CONTRACTUALS
10,000
10,005
0
130
63001 Miscellaneous Operating Expenses 528 19 0 0
SUBTOTAL COMMODITIES 528 19 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
570
85
0
0
0
0
0
0
0
0
0
0
0
0
544
81
2,694
396Benefits Overhead
Indirect Costs 1,109
1,734
6,705
10,451SUBTOTAL FIXED CHARGES
66200
69011
Buildings & Building Improvements 0 42,326 0 0
SUBTOTAL CAPITAL 0 42,326 0 0
Reserve Appropriation 0 0 15,100 0
SUBTOTAL MISCELLANEOUS 0 0 15,100 0
TOTAL 24,371 114,013 15,100 130
642
City Council 21 – 655 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
COMMUNITY DEVELOPMENT
CDA PLHA Round 2
Account
ACCOUNTING UNIT
15818701
ACTUAL
FY 22-23
ACTUAL
FY 23-24
489
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
61102 Retirement- Employer Unfunded- Miscellaneous 0 0 0
SUBTOTAL SALARIES & BENEFITS 0 489 0 0
62000
62130
Utilities 0
0
0
0
991
991
0
0
0
1,250
0Tuition Reimbursement
SUBTOTAL CONTRACTUALS 1,250
63001
65055
66200
Miscellaneous Operating Expenses 0 9 0 0
SUBTOTAL COMMODITIES 0 9 0 0
Communications- Landlines 0 2 0 0
SUBTOTAL FIXED CHARGES 0 2 0 0
Buildings & Building Improvements 0 1,958,449 0 0
SUBTOTAL CAPITAL 0 1,958,449 0 0
69011
69135
Reserve Appropriation 0 0
0
0
179,150
0
0
0
0
Payment to Subagent 2,250,394
SUBTOTAL MISCELLANEOUS 2,250,394 179,150
TOTAL 2,250,394 1,959,940 179,150 1,250
643
City Council 21 – 656 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
COMMUNITY DEVELOPMENT
CDA- PLHA Round 3
Account
ACCOUNTING UNIT
15818702
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62000 Utilities 0 0 0 130
SUBTOTAL CONTRACTUALS 0 0 0 130
66200
69011
Buildings & Building Improvements 0 4,795,654 0 0
SUBTOTAL CAPITAL 0 4,795,654 0 0
Reserve Appropriation 0 0 54,680 0
SUBTOTAL MISCELLANEOUS 0 0 54,680 0
TOTAL 0 4,795,654 54,680 130
644
City Council 21 – 657 6/17/2025
HOUSING & COMMUNITY DEV GRANTS
COMMUNITY DEVELOPMENT
CDA- PLHA Round 4
Account
ACCOUNTING UNIT
15818703
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
65400 Indirect Costs 0 0 0 1,180
SUBTOTAL FIXED CHARGES 0 0 0 1,180
69011 Reserve Appropriation 0 0 54,680 0
SUBTOTAL MISCELLANEOUS 0 0 54,680 0
TOTAL 0 0 54,680 1,180
645
City Council 21 – 658 6/17/2025
EMERGENCY RENTAL ASSISTANCE PG
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52008
52009
58000
Federal Grant-Direct COVID
Federal Grant-Indirect COVID
Earning On Investments
TOTAL REVENUES
(1,724,610)
6,893,979
31,906
18,466 0
0
0
0
00
21,448 21,460
5,201,275 39,913 0 21,460
EXPENDITURES
17718700 EMERGENCY RENTAL ASSISTANCE PROGRAM
17718701 EMERGENCY RENTAL ASSISTANCE 2
17718702 EMERGENCY RNTAL ASSTCE 2-STATE
TOTAL EXPENDITURES
86,522
60,672
0
18,466
0
36,060
50,890
54,680
0
5,000
05,022,175
5,169,369 18,466 141,630 5,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
166,455
60,904
636
1,258 0
0
0
0
0
0
7,533
0
0
0
028,277
0
75
9,600
0
0
MISCELLANEOUS 4,913,096 141,630 5,000
TOTAL 5,169,369 18,466 141,630 5,000
646
City Council 21 – 659 6/17/2025
EMERGENCY RENTAL ASSISTANCE PG
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
17718002EMERGENCY RENTAL ASSISTANCE PROGRAM
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52008
52009
58000
LINE ITEM RESOURCES
Federal Grant-Direct COVID
Federal Grant-Indirect COVID
Earning On Investments
(1,724,610)
6,893,979
31,906
18,466 0
0
0
0
0
00
21,448
39,913
21,460
21,460SUBTOTAL REVENUES 5,201,275
TOTAL 5,201,275 39,913 0 21,460
647
City Council 21 – 660 6/17/2025
EMERGENCY RENTAL ASSISTANCE PG
COMMUNITY DEVELOPMENT ACCOUNTING UNIT
17718700EMERGENCY RENTAL ASSISTANCE PROGRAM
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
36,060
PROPOSED
FY 25-26Code
69011
69135
LINE ITEM RESOURCES
Reserve Appropriation 0 0
0
0
0
0
0
Payment to Subagent 86,522 0
SUBTOTAL MISCELLANEOUS 86,522 36,060
TOTAL 86,522 0 36,060 0
648
City Council 21 – 661 6/17/2025
EMERGENCY RENTAL ASSISTANCE PG
COMMUNITY DEVELOPMENT
EMERGENCY RENTAL ASSISTANCE 2
Account
ACCOUNTING UNIT
17718701
ACTUAL
FY 22-23
ACTUAL
FY 23-24
954
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 33,899 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Overtime 3,320
1,586
3,676
550
0
118
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance 14
Health Insurance 7,464
2,113
52,606
115
57Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 1,258
62010
62300
62302
Communications 170
485
0
7,533
0
0
0
0
0
0
0
0
0
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
1,710
2,365 7,533
65100
65105
65400
Insurance Charges
Benefits Overhead
2,521
375
65
10
0
0
0
0
0
0
0
0
0
Indirect Costs 5,619
8,515SUBTOTAL FIXED CHARGES 75
66511 Computer Software Subscriptions 0 9,600 0 0
SUBTOTAL CAPITAL 0 9,600 0 0
69011
69135
Reserve Appropriation 0
(2,814)
(2,814)
0
0
0
50,890
0
0
5,000
5,000
Payment to Subagent
SUBTOTAL MISCELLANEOUS 50,890
TOTAL 60,672 18,466 50,890 5,000
649
City Council 21 – 662 6/17/2025
EMERGENCY RENTAL ASSISTANCE PG
COMMUNITY DEVELOPMENT
EMERGENCY RNTAL ASSTCE 2-STATE
Account
ACCOUNTING UNIT
17718702
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 55,735 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 15,233
18,776
2,307
5,350
561
Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
Medicare Insurance 1,282
9,913
4,692
113,849
Health Insurance
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62010
62130
62300
62302
Communications 196
62
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Tuition Reimbursement
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
46,786
11,495
58,540
63001 Miscellaneous Operating Expenses 636 0 0 0
SUBTOTAL COMMODITIES 636 0 0 0
65100
65105
65400
Insurance Charges
Benefits Overhead
5,605
833
0
0
0
0
0
0
0
0
0
0
0
0
Indirect Costs 13,324
19,762SUBTOTAL FIXED CHARGES
69011
69135
Reserve Appropriation 0
4,829,388
4,829,388
0
0
0
54,680
0
0
0
0
Payment to Subagent
SUBTOTAL MISCELLANEOUS 54,680
TOTAL 5,022,175 0 54,680 0
650
City Council 21 – 663 6/17/2025
ARPA EHV HAP
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52011 Federal Direct - ARPA EHV HAP
TOTAL REVENUES
840,705 1,829,684 1,850,000 1,850,000
1,850,000840,705 1,829,684 1,850,000
EXPENDITURES
17918760 EHV HAP 1,284,998
1,284,998
1,792,657
1,792,657
1,850,000
1,850,000
1,850,000
1,850,000TOTAL EXPENDITURES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
MISCELLANEOUS
TOTAL
69000 1,284,998
1,284,998
1,792,657
1,792,657
1,850,000
1,850,000
1,850,000
1,850,000
651
City Council 21 – 664 6/17/2025
ARPA EHV HAP
COMMUNITY DEVELOPMENT
EHV HAP
ACCOUNTING UNIT
17918002
Account
Code
ACTUAL
FY 22-23
840,705
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26LINE ITEM RESOURCES FY 24-25
1,850,000
1,850,000
52011 Federal Direct - ARPA EHV HAP 1,829,684 1,850,000
SUBTOTAL REVENUES 840,705 1,829,684 1,850,000
TOTAL 840,705 1,829,684 1,850,000 1,850,000
652
City Council 21 – 665 6/17/2025
ARPA EHV HAP
COMMUNITY DEVELOPMENT
EHV HAP
ACCOUNTING UNIT
17918760
Account ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
69158
69162
LINE ITEM RESOURCES FY 22-23
1,283,525
1,473
FY 24-25
1,850,000
0
Housing Assist Pmt 1,792,657
0
1,850,000
0Port Out HAP
SUBTOTAL MISCELLANEOUS 1,284,998 1,792,657 1,850,000 1,850,000
TOTAL 1,284,998 1,792,657 1,850,000 1,850,000
653
City Council 21 – 666 6/17/2025
ARPA EHV ADMIN FEES
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52004
52012
52014
52015
HCV - Additional Admin Fee 5,516 6,443 5,200 5,200
Federal Direct - ARPA EHV Admin Fees
Federal Direct - ARPA EHV Service Fees
Federal Direct-ARPA EHV Placement Fees
TOTAL REVENUES
74,260
265,260
4,900
165,664
12,500
1,100
200,000 180,000
0
0
0
0
349,936 185,707 205,200 185,200
EXPENDITURES
18018760 EHV ADMIN FEES 342,390
342,390
113,160
113,160
183,910
183,910
128,010
128,010TOTAL EXPENDITURES
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
65000
66000
69000
55,730 89,373 125,460 80,090
0CONTRACTUALS
FIXED CHARGES
CAPITAL
1,704
9,323
99
22,416
0
0
23,450
0
22,210
0750
MISCELLANEOUS 274,884 1,272 35,000 25,710
TOTAL 342,390 113,160 183,910 128,010
654
City Council 21 – 667 6/17/2025
ARPA EHV ADMIN FEES
COMMUNITY DEVELOPMENT
EHV ADMIN FEES
Account
ACCOUNTING UNIT
18018002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
5,200
PROPOSED
FY 25-26Code
52004
52012
52014
52015
LINE ITEM RESOURCES
HCV - Additional Admin Fee 5,516
74,260
265,260
4,900
6,443 5,200
180,000
0
Federal Direct - ARPA EHV Admin Fees
Federal Direct - ARPA EHV Service Fees
Federal Direct-ARPA EHV Placement Fees
SUBTOTAL REVENUES
165,664
12,500
1,100
200,000
0
0 0
349,936 185,707 205,200 185,200
TOTAL 349,936 185,707 205,200 185,200
655
City Council 21 – 668 6/17/2025
ARPA EHV ADMIN FEES
COMMUNITY DEVELOPMENT
EHV ADMIN FEES
Account
ACCOUNTING UNIT
18018760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
87,380
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 34,973
2,882
59,674 43,420
5,140
13,530
640
Retirement-Employer Normal Cost 6,198
8,094
892
6,570
8,250Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
6,683
515 1,270
Health Insurance 8,492
0
10,916
0
19,230
830
13,100
430Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,185
55,730
3,599
89,373
1,930 3,830
80,090125,460
62300
62400
Contract Services-Professional
Auditor Fee
1,652
52
41
58
99
0
0
0
0
0
0SUBTOTAL CONTRACTUALS 1,704
65000
65040
65055
65100
65105
65400
Building Rental 0
0
0
5,690
871
0
5,940
830
8,410
6,060
830
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
2,609
388
6,327
9,323
4,079
600
2,420
350
5,820
1,090
0
Benefits Overhead
Indirect Costs 11,177
22,416
13,910
23,450SUBTOTAL FIXED CHARGES 22,210
66511 Computer Software Subscriptions 750 0 0 0
SUBTOTAL CAPITAL 750 0 0 0
69131
69132
69133
69134
69135
69167
Mobility-Inspection Fee Paid
Mobility-Inspection Fee Receiv
Ports Out-Administrative Pay
Portprop in received HAP/ADM
Payment to Subagent
3,825
(4,350)
377
1,575
(300)
5,000 5,000
(1,000)
0
0
0 0
0(83,100)
265,260
92,871
274,884
(83,408)
12,500
70,905
1,272
(48,290)
00
Portprop Disbursement 30,000
35,000
70,000
25,710SUBTOTAL MISCELLANEOUS
TOTAL 342,390 113,160 183,910 128,010
656
City Council 21 – 669 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18118013 ARPA- CDA 4,176,867
4,176,867
ACTUAL
2,719,735
2,719,735
ACTUAL
356,190
356,190
ADOPTED
0
0TOTAL EXPENDITURES
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS
FY 22-23 FY 23-24 FY 24-25
61000
62000
63000
65000
66000
69000
198,681 170,006 286,780 0
0
0
0
0
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
750,293
(153,724)
11,886
609,189
529
0
0
9,167 69,410
203 94 0
0MISCELLANEOUS3,369,528 1,930,750
TOTAL 4,176,867 2,719,735 356,190 0
657
City Council 21 – 670 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
COMMUNITY DEVELOPMENT
ARPA- CDA
ACCOUNTING UNIT
18118013
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
106,662
ADOPTED
FY 24-25
182,500
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 116,998 0
0
0
0
0
0
0
0
0
0
0
Salaries Part-Time 26,320
1,469
4,930
10,329
985
12,937
495
12,340
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
7,386
9,645
485
17,290
14,610
470
Medicare Insurance 2,024
26,957
0
1,710
22,030
1,604
7,052
170,006
2,820
47,080
1,770
7,900
286,780
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
8,670
198,681
62010
62012
62120
62130
62140
62300
62302
Communications 1,530
31
0
614
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
318 21
11 0
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
140 118
746,905
1,358
750,293
608,436
0
609,189
63001 Miscellaneous Operating Expenses (153,724)529 0 0
SUBTOTAL COMMODITIES (153,724)529 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
23,750
3,310
0
0
0
0
0
0
10,348
1,538
0
7,992
1,175
0
9,900
Benefits Overhead 1,430
Indirect Costs 31,020
69,410SUBTOTAL FIXED CHARGES 11,886 9,167
66511 Computer Software Subscriptions 203 94 0 0
SUBTOTAL CAPITAL 203 94 0 0
69135
69152
Payment to Subagent
Loans & Grants
2,122,373
1,247,155
3,369,528
210,652
1,720,099
1,930,750
0
0
0
0
0
0SUBTOTAL MISCELLANEOUS
TOTAL 4,176,867 2,719,735 356,190 0
658
City Council 21 – 671 6/17/2025
HOME-ARP PROGRAM FEDERAL GRANT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52008 Federal Grant-Direct COVID
TOTAL REVENUES
3,922,656 23,827 64,090 24,830
24,8303,922,656 23,827 64,090
EXPENDITURES
18218780 HOME-ARP PROGRAM
TOTAL EXPENDITURES
3,938,163
3,938,163
9,138
9,138
64,090
64,090
24,830
24,830
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
69000
52,191 2,612 53,520 1,820
CONTRACTUALS
COMMODITIES
85,971
65
4,370
65
0 0
0
10,570
0
0
23,010
0
FIXED CHARGES
MISCELLANEOUS
8,239 2,091
03,791,697
TOTAL 3,938,163 9,138 64,090 24,830
659
City Council 21 – 672 6/17/2025
HOME-ARP PROGRAM FEDERAL GRANT
COMMUNITY DEVELOPMENT
HOME-ARP PROGRAM
Account
ACCOUNTING UNIT
18218002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
23,827
ADOPTED
FY 24-25
64,090
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
52008 Federal Grant-Direct COVID 3,922,656 24,830
SUBTOTAL REVENUES 3,922,656 23,827 64,090 24,830
TOTAL 3,922,656 23,827 64,090 24,830
660
City Council 21 – 673 6/17/2025
HOME-ARP PROGRAM FEDERAL GRANT
COMMUNITY DEVELOPMENT
HOME-ARP PROGRAM
Account
ACCOUNTING UNIT
18218780
ACTUAL
FY 22-23
ACTUAL
FY 23-24
1,386
ADOPTED
FY 24-25
38,380
PROPOSED
FY 25-26Code
61000
61010
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 35,005 0
Salaries Cash Out/Separation
Salaries Overtime
0
112
620
56
0
0
0
0
0Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
3,154
7,312
533
113
148
22
4,690
150 770
0560
Health Insurance 3,886
0
187
0
7,420
390
0
Retiree Health Benefits 0
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
2,190
52,191
82 1,930
53,520
1,050
1,8202,612
62130
62200
62300
62302
62400
62600
62700
Tuition Reimbursement
Advertising
0
7,488
77,886
345
6
106
4,000
88
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Contract Services-Professional
Contracted Vendor Personnel Services
Auditor Fee 63 141
0Parking Validation 70
Auto Expense 120 30
SUBTOTAL CONTRACTUALS 85,971 4,370
63001 Miscellaneous Operating Expenses 65 65 0 0
SUBTOTAL COMMODITIES 65 65 0 0
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
1,420
218
91
1,480
210
1,820
250
2,610
389
2,420
350
1,270
330Benefits Overhead 14
Indirect Costs 5,239
8,239
348
2,091
6,110
10,570
19,340
23,010SUBTOTAL FIXED CHARGES
69152 Loans & Grants 3,791,697 0 0 0
SUBTOTAL MISCELLANEOUS 3,791,697 0 0 0
TOTAL 3,938,163 9,138 64,090 24,830
661
City Council 21 – 674 6/17/2025
ARPA - CA FOR ALL YOUTH WDP
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52009
52025
Federal Grant-Indirect COVID
State Grants-Direct
556,400 2,620,254 1,165,940 0
0 0 0 375,160
TOTAL REVENUES 556,400 2,620,254 1,165,940 375,160
EXPENDITURES
18318763 ARPA - CA FOR ALL YOUTH WDP
TOTAL EXPENDITURES
1,172,272
1,172,272
2,409,782
2,409,782
1,237,580
1,237,580
375,160
375,160
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
757,861 1,444,845 877,880 273,970
36,053
1,678
50,776
7,507
53,030
1,150
0
0
101,190
0
FIXED CHARGES
MISCELLANEOUS
40,759
335,920
67,858
838,795
53,520
252,000
TOTAL 1,172,272 2,409,782 1,237,580 375,160
662
City Council 21 – 675 6/17/2025
ARPA - CA FOR ALL YOUTH WDP
COMMUNITY DEVELOPMENT
ARPA - CA FOR ALL YOUTH WDP
Account
ACCOUNTING UNIT
18318002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
52009
52025
LINE ITEM RESOURCES
Federal Grant-Indirect COVID
State Grants-Direct
FY 24-25
1,165,940
0
556,400
0
2,620,254
0
0
375,160
375,160SUBTOTAL REVENUES 556,400 2,620,254 1,165,940
TOTAL 556,400 2,620,254 1,165,940 375,160
663
City Council 21 – 676 6/17/2025
ARPA - CA FOR ALL YOUTH WDP
COMMUNITY DEVELOPMENT
ARPA - CA FOR ALL YOUTH WDP
Account
ACCOUNTING UNIT
18318763
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
171,210
PROPOSED
FY 25-26Code
61000
61020
61030
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 166,645
1,796
257,079 144,120
30,500
0
Salaries Part-Time 9,323
979,957
426
41,720
500,000
0
Salaries Participant 455,813
745Salaries Overtime 0
Retirement-Employer Normal Cost 13,100 25,189
32,892
37,100
18,092
45,452
807
20,280
39,610
20,310
10,310
63,470
1,690
11,160
38,130
2,240
2,520
31,510
1,380
12,410
273,970
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
30,371
17,161
8,977Medicare Insurance
Health Insurance 31,472
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
31,781
757,861
38,528
1,444,845
9,280
877,880
62010
62120
62300
62500
62600
Communications 850
3,316
1,707
29,480
700
0
0
0
0
0
0
0
0
0
0
Training, Transportation, Meetings
Contract Services-Professional
Rent Payments
11,886
38,890
0
5,000
47,730
300Parking Validation
SUBTOTAL CONTRACTUALS 36,053 50,776 53,030
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
1,504
175
7,367
140
1,000
150
0
0
0SUBTOTAL COMMODITIES 1,678 7,507 1,150
65010
65012
65040
65055
65100
65105
65400
Rental City Equipment
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
1,812
47
1,340
32
0
0
0
0
0 0 11,870
1,650
11,630
1,680
26,690
53,520
18,770
2,580
0
0 0
12,284
1,826
24,791
40,759
18,334
2,688
45,464
67,858
Benefits Overhead 3,380
76,460
101,190
Indirect Costs
SUBTOTAL FIXED CHARGES
69135
69143
69144
Payment to Subagent 333,680
2,040
835,994
554
250,000
1,000
0
0
0
0
Transportation Pass for Partic
Client Support Services 200 2,247 1,000
SUBTOTAL MISCELLANEOUS 335,920 838,795 252,000
TOTAL 1,172,272 2,409,782 1,237,580 375,160
664
City Council 21 – 677 6/17/2025
RENT STABILIZATION
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53833
58000
Rental Registry Fee 0
0
1,968,200 1,452,700 2,400,000
0Earning On Investments
TOTAL REVENUES
11,704 0
0 1,979,904 1,452,700 2,400,000
EXPENDITURES
18518700 RENT STABILIZATION
TOTAL EXPENDITURES
0
0
0
0
2,951,380
2,951,380
2,293,920
2,293,920
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
66000
0
0
0
0
0
0
0
0
0
0
1,297,110 852,890
1,155,050
16,500
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,428,460
10,500
215,310
0
239,480
30,000
TOTAL 0 0 2,951,380 2,293,920
665
City Council 21 – 678 6/17/2025
RENT STABILIZATION
COMMUNITY DEVELOPMENT
RENT STABILIZATION REVENUE
Account
ACCOUNTING UNIT
18518002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
53833
58000
LINE ITEM RESOURCES FY 24-25
1,452,700
0
Rental Registry Fee 0
0
0
1,968,200
11,704
2,400,000
0Earning On Investments
SUBTOTAL REVENUES 1,979,904 1,452,700 2,400,000
TOTAL 0 1,979,904 1,452,700 2,400,000
666
City Council 21 – 679 6/17/2025
RENT STABILIZATION
COMMUNITY DEVELOPMENT
RENT STABILIZATION
Account
ACCOUNTING UNIT
18518700
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
757,660
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
545,000
15,000
39,530
58,830
320
Salaries Overtime 0
138,270
0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement 0
Medicare Insurance 20,510
366,840
13,830
0
8,050
Health Insurance 157,620
5,180Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
23,360
852,8901,297,110
62012
62120
62130
62140
62200
62300
62302
62500
62600
62700
Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,600
10,000
0
2,500
15,000
3,500
2,500
5,000
1,321,900
0
2,500
2,500
Contract Services-Professional
Contracted Vendor Personnel Services
Rent Payments
1,039,950
8,400
85,210
250
75,000
1,500Parking Validation
Auto Expense 0 4,200
SUBTOTAL CONTRACTUALS 1,428,460 1,155,050
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
0
0
0
0
0
0
10,500
0
15,000
1,500
SUBTOTAL COMMODITIES 10,500 16,500
65040
65055
65100
65105
65400
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0
0
0
0
0
0
0
0
0
0
0
0
83,120
11,570
0
83,580
11,470
30,120
15,080
99,230
239,480
Benefits Overhead 0
Indirect Costs 120,620
215,310SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 0 0 30,000
SUBTOTAL CAPITAL 0 0 0 30,000
TOTAL 0 0 2,951,380 2,293,920
667
City Council 21 – 680 6/17/2025
HCV FSS Forfeitures
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
57894
59011
FSS Terminated Received
Reserve Appropriation
TOTAL REVENUES
0
0
0
0
0
0
120,000
80,000
0 0 0 200,000
EXPENDITURES
18618760 HCV FSS Forfeitures
TOTAL EXPENDITURES
0
0
0
0
0
0
200,000
200,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
63000
69000
0
0
0
0
0
0
0
0
0
10,000
10,000COMMODITIES
MISCELLANEOUS 180,000
TOTAL 0 0 0 200,000
668
City Council 21 – 681 6/17/2025
HCV FSS Forfeitures
COMMUNITY DEVELOPMENT
HCV FSS Forfeitures Revenue
Account
ACCOUNTING UNIT
18618002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
57894
59011
LINE ITEM RESOURCES
FSS Terminated Received
Reserve Appropriation
0
0
0
0
0
0
0
0
0
120,000
80,000
SUBTOTAL REVENUES 200,000
TOTAL 0 0 0 200,000
669
City Council 21 – 682 6/17/2025
HCV FSS Forfeitures
COMMUNITY DEVELOPMENT
HCV FSS Forfeitures
Account
ACCOUNTING UNIT
18618760
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62120 Training, Transportation, Meetings 0 0 0 10,000
SUBTOTAL CONTRACTUALS 0 0 0 10,000
63001 Miscellaneous Operating Expenses 0 0 0 10,000
SUBTOTAL COMMODITIES 0 0 0 10,000
69011
69152
Reserve Appropriation
Loans & Grants
0
0
0
0
0
0
0
0
0
80,000
100,000
180,000SUBTOTAL MISCELLANEOUS
TOTAL 0 0 0 200,000
670
City Council 21 – 683 6/17/2025
CDA INCLUSIONARY HOUSING FEE
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
53822
53902
56900
57000
57896
57990
58000
58002
Density Bonus Setup Fee
Misc Service Charge
31,751 64,141 0 50,000
1,740
40,000
1,000
19,491 1,500 1,500
Principal Repayment 0 0 0
Expense Reimbursement
Inclusionary Housing Fees
Miscellaneous Income
Earning On Investments
Net Increase (Decrease) In Fai
TOTAL REVENUES
0
834,000
0
0 0
0 0 0
44,150
136,705
1,059,795
0
70,000
0
0
70,000
0
117,022
0
1,315,141 1,034,655 71,500 121,500
EXPENDITURES
41718820 INCLUSIONARY HOUSING FEE
TOTAL EXPENDITURES
1,413,105
1,413,105
6,396,938
6,396,938
2,356,310
2,356,310
2,572,520
2,572,520
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
378,183 611,843 391,620 342,720
629,000
20,000
148,550
0
260,458
161,711
74,894
19,301
9,814
710,148
48,559
623,810
20,000
93,400
0
133,090
3,869,247
7,525TRANSFERS 10,380
1,217,100
12,250
1,420,000MISCELLANEOUS508,744 1,016,527
TOTAL 1,413,105 6,396,938 2,356,310 2,572,520
671
City Council 21 – 684 6/17/2025
CDA INCLUSIONARY HOUSING FEE
COMMUNITY DEVELOPMENT
INCLUSIONARY HOUSING FEE
Account
ACCOUNTING UNIT
41718002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
53822
53902
56900
57000
57896
57990
58000
58002
LINE ITEM RESOURCES
Density Bonus Setup Fee
Misc Service Charge
31,751
1,740
64,141 0 50,000
19,491 1,500 1,500
Principal Repayment 40,000
1,000
0 0 0
Expense Reimbursement
Inclusionary Housing Fees
Miscellaneous Income
0
834,000
0
0 0
0 0
0
0
044,150
136,705
1,059,795
1,315,141
Earning On Investments
Net Increase (Decrease) In Fai
SUBTOTAL REVENUES
117,022
0
70,000
0
70,000
0
1,034,655 71,500 121,500
TOTAL 1,315,141 1,034,655 71,500 121,500
672
City Council 21 – 685 6/17/2025
CDA INCLUSIONARY HOUSING FEE
COMMUNITY DEVELOPMENT
INCLUSIONARY HOUSING FEE
Account
ACCOUNTING UNIT
41718820
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
262,400
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 245,880
0
407,534 231,330
0Salaries Cash Out/Separation
Salaries Part-Time
7,932
947
0
1,3000 0
Salaries Overtime 14,705
19,497
33,578
29,529
34,884
35
2,500 0
Retirement-Employer Normal Cost 22,970
35,180
40
22,140
27,930
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
45,202
0
Medicare Insurance 3,665
34,361
0
6,711 3,790 3,350
38,810
2,250
16,910
342,720
Health Insurance 63,356
2,696
41,600
2,510Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
14,873
378,183
24,641
611,843
19,330
391,620
62010
62120
62130
62140
62200
62300
62302
62600
62700
Communications 510
12,126
991
0
8,295
963
500
11,070
1,500
0
10,000
1,500
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
1,425
0
0 4,640 5,000
106 3,000 10,000
500,000
100,000
2,000
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
225,943
19,202
92
600,240
99,214
1,300
30
500,000
100,000
2,500
Auto Expense 170 600 500
SUBTOTAL CONTRACTUALS 260,458 710,148 623,810 629,000
63001 Miscellaneous Operating Expenses 161,711 48,559 20,000 20,000
SUBTOTAL COMMODITIES 161,711 48,559 20,000 20,000
65000
65040
65055
65100
65105
65400
Building Rental 8,990
7,530
0
8,990
13,650
2,092
10,110
11,580
1,610
10,110
12,110
1,660
IT Maintenance Charge
Communications- Landlines
Insurance Charges 17,752
2,639
37,983
74,894
27,926
4,107
24,220
3,500
24,230
2,290Benefits Overhead
Indirect Costs 76,324
133,090
42,380
93,400
98,150
148,550SUBTOTAL FIXED CHARGES
66200
66400
66511
Buildings & Building Improvements
Machinery & Equipment
0
18,379
922
3,753,571
0
0
0
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL
115,676
3,869,24719,301
68001 POB Misc Xfer to Fund 406 9,814 7,525 10,380 12,250
SUBTOTAL TRANSFERS 9,814 7,525 10,380 12,250
69152
69157
Loans & Grants 0
508,744
508,744
1,016,527
0
1,217,100
0
1,420,000
0Bad Debt Expense - Loans
SUBTOTAL MISCELLANEOUS 1,016,527 1,217,100 1,420,000
TOTAL 1,413,105 6,396,938 2,356,310 2,572,520
673
City Council 21 – 686 6/17/2025
CDA CAPITAL PROJECTS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
52001
52025
58000
59011
Federal Grant-Indirect 0 0 0
0
0
0
1,000,000
0State Grants-Direct 203,667
1,638
0
3,838,870
1,937
0
Earning On Investments
Reserve Appropriation
TOTAL REVENUES
1,940
500,000
205,305 3,840,807 0 1,501,940
EXPENDITURES
41818830 PEEBLER FUND CAPITAL PROJECTS
41818832 AFFORDABLE HOUSING AHSC PRGM
41818833 MODERNIZATION OF SA CIVIC CTR
41818834 DOWNTOWN BUSINESS IMPROVEMENTS
TOTAL EXPENDITURES
1,271,799 17,566
1,073
0
0
0
0
0
36,826 0
00
0
3,838,160
0 1,500,000
1,308,625 3,856,799 0 1,500,000
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
66000
69000
SALARIES & BENEFITS
CONTRACTUALS
CAPITAL
0
0
0 0
0
0
0
125,000
875,000
0
2,688
3,854,111
0
1,286,125
22,500MISCELLANEOUS 500,000
TOTAL 1,308,625 3,856,799 0 1,500,000
674
City Council 21 – 687 6/17/2025
CDA CAPITAL PROJECTS
COMMUNITY DEVELOPMENT
CDA CAPITAL PROJECTS REVENUE
Account
ACCOUNTING UNIT
41818002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
52001
52025
58000
59011
LINE ITEM RESOURCES
Federal Grant-Indirect
State Grants-Direct
0
203,667
1,638
0 0
0
0
0
0
1,000,000
03,838,870
1,937Earning On Investments
Reserve Appropriation
SUBTOTAL REVENUES
1,940
0 0 500,000
1,501,940205,305 3,840,807
TOTAL 205,305 3,840,807 0 1,501,940
675
City Council 21 – 688 6/17/2025
CDA CAPITAL PROJECTS
COMMUNITY DEVELOPMENT
PEEBLER FUND CAPITAL PROJECTS
Account
ACCOUNTING UNIT
41818830
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 1,271,799 17,566 0 0
1,271,799 17,566 0 0
TOTAL 1,271,799 17,566 0 0
676
City Council 21 – 689 6/17/2025
CDA CAPITAL PROJECTS
COMMUNITY DEVELOPMENT
AFFORDABLE HOUSING AHSC PRGM
Account
ACCOUNTING UNIT
41818832
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Improvements Other Than Building
SUBTOTAL CAPITAL
66220 14,326 1,073 0 0
14,326 1,073 0 0
69142 Payment to other Agencies 22,500 0 0 0
SUBTOTAL MISCELLANEOUS 22,500 0 0 0
TOTAL 36,826 1,073 0 0
677
City Council 21 – 690 6/17/2025
CDA CAPITAL PROJECTS
COMMUNITY DEVELOPMENT
MODERNIZATION OF SA CIVIC CTR
Account
ACCOUNTING UNIT
41818833
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 2,688 0 0
0 2,688 0 0
66200 Buildings & Building Improvements 0 3,835,472 0 0
SUBTOTAL CAPITAL 0 3,835,472 0 0
TOTAL 0 3,838,160 0 0
678
City Council 21 – 691 6/17/2025
CDA CAPITAL PROJECTS
COMMUNITY DEVELOPMENT
DOWNTOWN BUSINESS IMPROVEMENTS
Account
ACCOUNTING UNIT
41818834
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61102
LINE ITEM RESOURCES
Salaries Regular 0 0
0
0
0
0
0
124,900
100Retirement- Employer Unfunded- Miscellaneous 0
SUBTOTAL SALARIES & BENEFITS 0 125,000
62300
69011
Contract Services-Professional 0 0 0 875,000
SUBTOTAL CONTRACTUALS 0 0 0 875,000
Reserve Appropriation 0 0 0 500,000
SUBTOTAL MISCELLANEOUS 0 0 0 500,000
TOTAL 0 0 0 1,500,000
679
City Council 21 – 692 6/17/2025
HOUSING ASSET LMIHF
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56900
56901
57000
57010
57990
58000
Principal Repayment 30,000 171,792 250,000 250,000
150,000
0
Interest Repayments 379,922
0
261,184
1,048
0
380,000
Expense Reimbursement
Miscellaneous Recoveries
Miscellaneous Income
Earning On Investments
TOTAL REVENUES
0
024,101
0
1,000
1,000
30,000
99 500
49,710 54,828 30,000
483,734 488,952 660,500 432,000
EXPENDITURES
60718810 HOUSING ASSET ADMIN
60718830 HOUSING ASSET CAP PROJECTS
TOTAL EXPENDITURES
108,227
0
225,653 303,610
165,700
375,410
1,491,252 1,000,030
108,227 1,716,905 469,310 1,375,440
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
87,181 143,747 157,960 201,410
64,900
5,500
36,312
1,385
21,959
1,134
64,500
5,500
65,510
0
38,342
0
49,388
188
89,170
2,500
TRANSFERS 12,048
(67,041)
9,237 10,140
165,700
11,960
1,000,000MISCELLANEOUS1,491,252
TOTAL 108,227 1,716,905 469,310 1,375,440
680
City Council 21 – 693 6/17/2025
HOUSING ASSET LMIHF
COMMUNITY DEVELOPMENT
HOUSING ASSET REVENUES
Account
ACCOUNTING UNIT
60718002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
250,000
PROPOSED
FY 25-26Code
56900
56901
57000
57010
57990
58000
LINE ITEM RESOURCES
Principal Repayment 30,000
379,922
0
171,792 250,000
150,000
0
Interest Repayments 261,184
1,048
0
380,000
0Expense Reimbursement
Miscellaneous Recoveries
Miscellaneous Income
Earning On Investments
SUBTOTAL REVENUES
24,101
0
0 1,000
99 500 1,000
49,710
483,734
54,828
488,952
30,000
660,500
30,000
432,000
TOTAL 483,734 488,952 660,500 432,000
681
City Council 21 – 694 6/17/2025
HOUSING ASSET LMIHF
COMMUNITY DEVELOPMENT
HOUSING ASSET ADMIN
Account
ACCOUNTING UNIT
60718810
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
109,930
PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 63,682
0
98,897 130,620
0Salaries Cash Out/Separation
Salaries Part-Time
404
113
0
00 0
Salaries Overtime 930
3,215
603 500 0
Retirement-Employer Normal Cost 9,746
12,726
4
9,680
12,240
0
13,340
27,570
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
7,454
0
Medicare Insurance 904 1,585
13,062
487
1,590
19,460
1,050
3,510
157,960
1,900
21,430
1,280
5,270
201,410
Health Insurance 7,163
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
3,834
87,181
6,120
143,747
62010
62012
62120
62130
62140
62200
62251
62300
62302
62600
62700
Communications 0
0
0
154
500
500
0
500Cellular Phone Charges
Training, Transportation, Meetings
Tuition Reimbursement
Membership, Subscription & Dues
Advertising
0 1,656
361
5,000
1,500
100
5,000
1,500
1,000
5,000
500
299
0 0
4,222
174
31,334
201
12
494 5,000
500Other Agency Services
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
358
18,658
205
50,000
1,000
150
50,000
1,000
15014
Auto Expense 70 60 250 250
SUBTOTAL CONTRACTUALS 36,312 21,959 64,500 64,900
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
533
852
378
756
5,000
500
5,000
500
SUBTOTAL COMMODITIES 1,385 1,134 5,500 5,500
65000
65010
65011
65012
65040
65055
65100
65105
65400
Building Rental 6,940
9,540
0
6,940
10,164
0
7,800
16,420
10,800
440
25,000
10,480
10,080
6,370
6,060
830
Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
264 264
6,970
0
5,970
915
6,530
910
4,576
680
6,936
1,020
17,179
49,388
4,400
630
9,590
1,090
19,640
89,140
Benefits Overhead
Indirect Costs 9,371
38,342
17,580
65,510SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
0
0
0
188
188
0
0
0
2,500
0Computer Software Subscriptions
SUBTOTAL CAPITAL 2,500
68001 POB Misc Xfer to Fund 406 12,048 9,237 10,140 11,960
SUBTOTAL TRANSFERS 12,048 9,237 10,140 11,960
682
City Council 21 – 695 6/17/2025
69157 Bad Debt Expense - Loans (67,041)0 0 0
SUBTOTAL MISCELLANEOUS (67,041)0 0 0
TOTAL 108,227 225,653 303,610 375,410
683
City Council 21 – 696 6/17/2025
HOUSING ASSET LMIHF
COMMUNITY DEVELOPMENT
HOUSING ASSET CAP PROJECTS
Account
ACCOUNTING UNIT
60718830
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
65400 Indirect Costs 0 0 0 30
SUBTOTAL FIXED CHARGES 0 0 0 30
69152 Loans & Grants 0 1,491,252 165,700 1,000,000
SUBTOTAL MISCELLANEOUS 0 1,491,252 165,700 1,000,000
TOTAL 0 1,491,252 165,700 1,000,030
684
City Council 21 – 697 6/17/2025
2018 SERIES TAX ALLOC BONDS
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58005 Investment Income-Trustee 4,243 7,317 0 0
59000-671 Transfer From Fund 671
TOTAL REVENUES
11,231,394 11,538,789 11,869,190 12,191,360
11,235,637 11,546,106 11,869,190 12,191,360
EXPENDITURES
65518020 2018 A & B TAB
TOTAL EXPENDITURES
2,672,907
2,672,907
11,422,285
11,422,285
11,869,190
11,869,190
12,191,360
12,191,360
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
CONTRACTUALS62000
67000
8,400 5,650 8,650 8,650
DEBT SERVICE 2,664,507 11,416,635 11,860,540 12,182,710
TOTAL 2,672,907 11,422,285 11,869,190 12,191,360
685
City Council 21 – 698 6/17/2025
2018 SERIES TAX ALLOC BONDS
COMMUNITY DEVELOPMENT
2018 A & B TAB
ACCOUNTING UNIT
65518002
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
58005
59000
LINE ITEM RESOURCES
Investment Income-Trustee
Transfer From Fund 671
SUBTOTAL REVENUES
4,243
11,231,394
11,235,637
7,317 0 0
12,191,360
12,191,360
11,538,789 11,869,190
11,546,106 11,869,190
TOTAL 11,235,637 11,546,106 11,869,190 12,191,360
686
City Council 21 – 699 6/17/2025
2018 SERIES TAX ALLOC BONDS
COMMUNITY DEVELOPMENT
2018 A & B TAB
ACCOUNTING UNIT
65518020
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
5,050
PROPOSED
FY 25-26Code
62300
62401
LINE ITEM RESOURCES
Contract Services-Professional
Trustee Fee
4,800
3,600
8,400
2,050 5,050
3,600
8,650
3,600 3,600
SUBTOTAL CONTRACTUALS 5,650 8,650
67300
67310
67400
Bond Principal 0
2,294,594
369,913
9,465,000
1,951,635
0
10,160,000
1,700,540
0
10,885,000
1,297,710
0
Bond Interest
Amortization of Bond Discount
SUBTOTAL DEBT SERVICE 2,664,507 11,416,635 11,860,540 12,182,710
TOTAL 2,672,907 11,422,285 11,869,190 12,191,360
687
City Council 21 – 700 6/17/2025
COSA RDA
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58000
58502
Earning On Investments
Gain on Sale of Land Held For
5,457 7,850 0
0
0
0511,800
130,000
0
59000-671 Transfer From Fund 671
TOTAL REVENUES
125,000 116,260 110,640
647,257 132,850 116,260 110,640
EXPENDITURES
67018843 COSA RDA ADMIN
67018850 COSA RDA OBLIGATIONS
TOTAL EXPENDITURES
52,314 60,300
0
123,580
0
110,640
0598,000
650,314 60,300 123,580 110,640
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
SALARIES & BENEFITS61000
62000
63000
65000
67000
69000
25,082 31,931 57,550 61,380
14,350
6,420
23,550
4,940
0
CONTRACTUALS
COMMODITIES
FIXED CHARGES
DEBT SERVICE
MISCELLANEOUS
9,405
252
10,157
17
37,050
6,420
18,380
4,180
0
12,613
4,961
14,391
3,805
0598,000
TOTAL 650,314 60,300 123,580 110,640
688
City Council 21 – 701 6/17/2025
COSA RDA
COMMUNITY DEVELOPMENT
COSA RDA REVENUE
Account
ACCOUNTING UNIT
67018002
ACTUAL
FY 22-23
5,457
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
58000
58502
59000
LINE ITEM RESOURCES
Earning On Investments
Gain on Sale of Land Held For
Transfer From Fund 671
SUBTOTAL REVENUES
7,850 0
0
0
0511,800
130,000
647,257
0
125,000
132,850
116,260 110,640
110,640116,260
TOTAL 647,257 132,850 116,260 110,640
689
City Council 21 – 702 6/17/2025
COSA RDA
COMMUNITY DEVELOPMENT
COSA RDA ADMIN
Account
ACCOUNTING UNIT
67018843
ACTUAL
FY 22-23
20,905
ACTUAL
FY 23-24
ADOPTED
FY 24-25
43,260
PROPOSED
FY 25-26Code
61000
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 24,238 45,650
0Salaries Part-Time 0
0
23
108
0
0Salaries Overtime 0
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
398
922
0
1,221
1,595
1
2,360
1,650
0
2,290
3,540
0
Medicare Insurance 158
2,003
0
352 620 670
Health Insurance 2,925
0
8,100
410
7,100
430Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
697
25,082
1,468
31,931
1,150
57,550
1,700
61,380
62120
62130
62200
62300
62302
Training, Transportation, Meetings
Tuition Reimbursement
0
5
0
0
100
0
100
0
Advertising 2,080
4,683
2,637
9,405
0 0 0
Contract Services-Professional
Contracted Vendor Personnel Services
SUBTOTAL CONTRACTUALS
10,011
146
35,000
1,950
37,050
12,300
1,950
14,35010,157
63001 Miscellaneous Operating Expenses 252 17 6,420 6,420
SUBTOTAL COMMODITIES 252 17 6,420 6,420
65000
65040
65055
65100
65105
65400
Building Rental 6,580
2,340
0
6,580
1,540
235
7,400
2,490
350
8,610
1,940
270
IT Maintenance Charge
Communications- Landlines
Insurance Charges 832 1,663
245
1,440
210
3,840
350Benefits Overhead 124
Indirect Costs 2,738
12,613
4,128
14,391
6,490
18,380
8,540
23,550SUBTOTAL FIXED CHARGES
67301
67311
POB Principal-Misc 1,756
3,205
4,961
602
3,203
3,805
980
3,200
4,180
1,750
3,190
4,940
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 52,314 60,300 123,580 110,640
690
City Council 21 – 703 6/17/2025
COSA RDA
COMMUNITY DEVELOPMENT
COSA RDA OBLIGATIONS
Account
ACCOUNTING UNIT
67018850
ACTUAL
FY 22-23
598,000
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
69142 Payment to other Agencies 0 0 0
SUBTOTAL MISCELLANEOUS 598,000 0 0 0
TOTAL 598,000 0 0 0
691
City Council 21 – 704 6/17/2025
COSA RDA OBLIGATION RETIREMENT
DEPARTMENT RESOURCE SUMMARY
COMMUNITY DEVELOPMENT
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
50011
57960
58000
Property Tax 11,907,227
190,781
41,375
12,190,942
208,124
48,755
11,990,450 12,325,350
208,130
0
Rental Of Property 226,480
0Earning On Investments
TOTAL REVENUES 12,139,383 12,447,821 12,216,930 12,533,480
EXPENDITURES
67118021 COSA RDA OBLIG RETIRE DEBT SRV
TOTAL EXPENDITURES
11,771,614
11,771,614
11,890,891
11,890,891
12,216,930
12,216,930
12,533,480
12,533,480
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
68000
CONTRACTUALS
TRANSFERS
410,220 227,102 231,480 231,480
11,361,394 11,663,789 11,985,450 12,302,000
TOTAL 11,771,614 11,890,891 12,216,930 12,533,480
692
City Council 21 – 705 6/17/2025
COSA RDA OBLIGATION RETIREMENT
COMMUNITY DEVELOPMENT
COSA RDA OBLIG RETIRE REV
Account
ACCOUNTING UNIT
67118002
ACTUAL
FY 22-23
ACTUAL ADOPTED PROPOSED
FY 25-26Code
50011
57960
58000
LINE ITEM RESOURCES FY 23-24
12,190,942
208,124
FY 24-25
11,990,450
226,480
0
Property Tax 11,907,227
190,781
12,325,350
208,130
0
Rental Of Property
Earning On Investments
SUBTOTAL REVENUES
41,375 48,755
12,139,383 12,447,821 12,216,930 12,533,480
TOTAL 12,139,383 12,447,821 12,216,930 12,533,480
693
City Council 21 – 706 6/17/2025
COSA RDA OBLIGATION RETIREMENT
COMMUNITY DEVELOPMENT
COSA RDA OBLIG RETIRE DEBT SRV
Account
ACCOUNTING UNIT
67118021
ACTUAL
FY 22-23
ACTUAL
FY 23-24
631
ADOPTED
FY 24-25
5,000
PROPOSED
FY 25-26Code
62400
62500
LINE ITEM RESOURCES
Auditor Fee 352 5,000
226,480
231,480
Rent Payments 409,868 226,471 226,480
SUBTOTAL CONTRACTUALS 410,220 227,102 231,480
68000
68000
Transfer to Fund 655
Transfer to Fund 670
SUBTOTAL TRANSFERS
11,231,394
130,000
11,538,789
125,000
11,869,190
116,260
12,191,360
110,640
11,361,394 11,663,789 11,985,450 12,302,000
TOTAL 11,771,614 11,890,891 12,216,930 12,533,480
694
City Council 21 – 707 6/17/2025
695
City Council 21 – 708 6/17/2025
Information Technology
Position Summary
Authorized Personnel FY 24-25 Workforce Changes FY 25-26
Chief Technology Innovations Officer (EM)
Executive Secretary (UC)
GIS Administrator
GIS Systems Analyst / Programmer
Information Services Representative
Information Technology Applications Manager (MM)
Information Technology Infrastructure Manager (MM)
Information Technology Infrastructure Supervisor (AM)
Information Technology Support Supervisor
Information Technology Support Technician II
Network Specialist / WAN Systems Administrator
Principal Programmer Analyst
1
1
1
2
1
1
1
1
1
3
1
7
1
1
1
1
1
1
2
1
1
1
1
1
3
1
7
1
1
1
Programmer Analyst
Senior Programmer Analyst
Senior Systems Administrator
Authorized Total 24 0 24
INTERNAL SERVICE FUND 24.00
TOTAL AUTHORIZED POSITIONS 24.00
696
City Council 21 – 709 6/17/2025
INFORMATION TECHNOLOGY
DEPARTMENT RESOURCE SUMMARY
INFORMATION TECHNOLOGY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
56000
56020
56021
56022
56024
56025
57000
57010
58000
58002
58005
Charges To Departments 384,116 159,089 205,980 100,000
7,027,660
1,843,760
371,240
230,000
1,163,370
35,000
0
IT Maintenance Charge to Department
IT Department Specific Charge
IT Communication Charge to Department
IT Printer Charges to Department
Communications- Landlines
Expense Reimbursement
5,649,630
1,344,090
1,508,927
186,319
0
6,286,480
1,643,210
367,379
168,107
1,160,662
39,182
6,915,130
1,692,510
366,530
230,000
1,160,670
33,440
42,450
100,000
0
38,065
42,000
136,617
(1,204,742)
0
Miscellaneous Recoveries 42,000
Earning On Investments 179,113
0
100,000
0Net Increase (Decrease) In Fai
Investment Income-Trustee
TOTAL REVENUES
11,047 0 0
8,085,022 10,056,269 10,746,710 10,871,030
EXPENDITURES
10920140 NETWORK & TELECOMMUNICATIONS
10920141 ENTERPRISES SYSTEMS
10920146 ADMINISTRATION & PROJECTS
10920148 TECHNOLOGY & SUPPORT SERVICES
10920149 PROJECTS
1,487,900
2,949,833
542,359
2,724,768
3,772,707
515,346
5,342,480
5,378,380
740,870
5,595,000
5,136,480
759,520
827,026 749,480 1,165,120
1,747,070
1,287,820
4,090,6901,557,828 1,730,614
TOTAL EXPENDITURES 7,364,947 9,492,916 14,373,920 16,869,510
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
65000
66000
67000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
2,507,257
2,834,265
126,404
2,556,292
4,928,538
149,044
4,072,330 4,168,370
8,568,010
93,500
7,592,850
93,500
560,296 682,900 967,460
1,509,690
138,090
1,171,170
2,705,440
163,020
1,173,909
162,817
1,050,320
125,823DEBT SERVICE
TOTAL 7,364,947 9,492,916 14,373,920 16,869,510
697
City Council 21 – 710 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
PROJECTS
ACCOUNTING UNIT
10920149
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61020
61110
61120
61180
LINE ITEM RESOURCES
Salaries Part-Time 30,534
1,000
387
0
0
0
0
0
0
0
0
0
0
0
0
0
Part-Time Retirement
Medicare Insurance
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
1,826
33,747
1,690
1,690
62300 Contract Services-Professional 415,463 885,341 957,870 1,727,100
SUBTOTAL CONTRACTUALS 415,463 885,341 957,870 1,727,100
63001
63202
Miscellaneous Operating Expenses
Operating Materials & Supplies
SUBTOTAL COMMODITIES
16
90,054
90,069
1,167
72,149
73,317
0
0
0
0
0
0
65100
65105
65400
Insurance Charges
Benefits Overhead
2,275
329
0
0
0
0
2,210
300
0
0
0
Indirect Costs 5,200
7,804
368,590
368,590SUBTOTAL FIXED CHARGES 2,510
66400
66510
66511
Machinery & Equipment
Computer Software
579,179
431,566
0
510,978
228,707
32,272
100,000
685,000
0
625,000
770,000
Computer Software Subscriptions
SUBTOTAL CAPITAL
600,000
1,010,745 771,956 785,000 1,995,000
TOTAL 1,557,828 1,730,614 1,747,070 4,090,690
698
City Council 21 – 711 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY REVENUE
Account
ACCOUNTING UNIT
10920002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
205,980
PROPOSED
FY 25-26Code
56000
56020
56021
56022
56024
56025
57000
57010
58000
58002
58005
LINE ITEM RESOURCES
Charges To Departments 384,116
5,649,630
1,344,090
1,508,927
186,319
0
159,089 100,000
7,027,660
1,843,760
371,240
230,000
1,163,370
35,000
0
IT Maintenance Charge to Department
IT Department Specific Charge
IT Communication Charge to Department
IT Printer Charges to Department
Communications- Landlines
Expense Reimbursement
6,286,480
1,643,210
367,379
168,107
1,160,662
39,182
6,915,130
1,692,510
366,530
230,000
1,160,670
33,440
42,450
100,000
0
38,065
Miscellaneous Recoveries 42,000 42,000
Earning On Investments 136,617
(1,204,742)
0
179,113
0
100,000
0Net Increase (Decrease) In Fai
Investment Income-Trustee
SUBTOTAL REVENUES
11,047 0 0
8,085,022 10,056,269 10,746,710 10,871,030
TOTAL 8,085,022 10,056,269 10,746,710 10,871,030
699
City Council 21 – 712 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
NETWORK & TELECOMMUNICATIONS
Account
ACCOUNTING UNIT
10920140
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
631,920
PROPOSED
FY 25-26Code
61000
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 229,107
8,713
204,139 637,030
58,630
16,130
9,220
Retirement-Employer Normal Cost 9,425
12,307
3,063
60,480
15,970
9,150
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
20,201
3,242
Health Insurance 15,075
1,759
13,629
1,915
117,720
6,150
122,400
6,200Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
13,635
291,732
12,134
256,611
12,660
854,050
21,540
871,150
62010
62300
62302
62305
62306
62307
Communications 524,864
32,910
470,015
44,546
818,000
214,240
696,750
237,460Contract Services-Professional
Contracted Vendor Personnel Services
Software Licenses & Subscripti
Software Maintenance & Support
Hardware Maintenance & Support
SUBTOTAL CONTRACTUALS
331,021
15,691
1,122,627
2,565
1,496,250
12,600
1,496,250
12,600
159,070
25,150
430,302
60,299
1,005,060
328,460
1,061,530
299,060
1,088,706 2,130,353 3,874,610 3,803,650
63001
63202
63300
Miscellaneous Operating Expenses
Operating Materials & Supplies
Gas & Diesel
8,733
0
7,816
5,506
830
10,000
20,000
500
10,000
20,000
500862
9,595SUBTOTAL COMMODITIES 14,152 30,500 30,500
65000
65010
65012
65055
65100
65105
65400
Building Rental 5,800
5,556
132
120,660
5,916
135,680
4,030
0
52,480
4,460Rental City Equipment
Accident Repair & Replacement
Communications- Landlines
Insurance Charges
132 2,240
0 2,614 4,130
16,580
2,280
119,430
282,130
4,150
16,987
2,459
37,990
68,924
14,644
2,092
29,170
5,450Benefits Overhead
Indirect Costs 35,977
182,035
160,680
258,630SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 0
0
0
0
119,423
119,423
108,380
168,450
276,830
108,380
493,930
602,310
Computer Software Subscriptions
SUBTOTAL CAPITAL
67301
67311
POB Principal-Misc 10,247
18,697
28,944
3,512
18,682
22,194
5,690
18,670
24,360
10,160
18,600
28,760
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 1,487,900 2,724,768 5,342,480 5,595,000
700
City Council 21 – 713 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
ENTERPRISES SYSTEMS
Account
ACCOUNTING UNIT
10920141
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 24-25
1,537,230
0
Salaries Regular 1,120,218
11,032
16,450
9,032
1,138,343
133,397
13,505
9,318
1,548,710
0Salaries Cash Out/Separation
Salaries Part-Time 0 0
Salaries Overtime 0 0
Retirement-Employer Normal Cost 63,333 103,542
135,209
506
146,730
168,170
0
142,100
203,580
0
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
146,831
606
Medicare Insurance 15,658
164,707
1,649
17,261
148,775
11,204
67,077
1,778,137
22,250
245,520
14,970
69,760
2,204,630
22,430
210,960
15,080
67,660
2,210,520
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
67,358
1,616,874
62010
62300
62302
62305
62306
Communications 0
121,089
51,722
4,050
164,471
476,832
0
2,280
463,190
840,000
30,000
3,490
547,530
840,000
30,000
Contract Services-Professional
Contracted Vendor Personnel Services
Software Licenses & Subscripti
Software Maintenance & Support
SUBTOTAL CONTRACTUALS
234,333
470,082
877,226
732,231
1,377,584
815,200
2,150,670
914,560
2,335,580
63001 Miscellaneous Operating Expenses 143 228 0 0
SUBTOTAL COMMODITIES 143 228 0 0
65000
65055
65100
65105
65400
Building Rental 95,210
0
95,210
11,328
80,955
11,565
200,662
399,720
107,060
9,920
125,940
9,970Communications- Landlines
Insurance Charges 83,922
12,147
189,815
381,094
91,390
12,550
290,540
511,460
90,580
13,070
167,430
406,990
Benefits Overhead
Indirect Costs
SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 0 158,941 447,860 108,130
SUBTOTAL CAPITAL 0 158,941 447,860 108,130
67301
67311
POB Principal-Misc 26,209
48,287
74,496
9,194
48,904
58,098
14,900
48,860
63,760
26,580
48,680
75,260
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 2,949,833 3,772,707 5,378,380 5,136,480
701
City Council 21 – 714 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
ADMINISTRATION & PROJECTS
Account
ACCOUNTING UNIT
10920146
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
361,820
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 307,837
152
291,307 375,000
0Salaries Overtime 39
17,590
22,969
4,264
0
25,050
28,710
5,220
Retirement-Employer Normal Cost 10,764 25,200
32,440
5,410
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
24,955
4,482
Health Insurance 35,729
2,086
37,194
2,715
68,280
3,430
68,520
3,570Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
16,866
402,872
16,898
392,975
17,010
509,520
16,470
526,610
62010
62120
62130
62300
62302
62600
62700
Communications 0
5,055
0
0
17,367
0
0
20,000
2,000
10,300
33,750
700
2,280
20,000
2,000
Training, Transportation, Meetings
Tuition Reimbursement
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
5,841
11,445
1,418
6,000
29,759
2,935
0
50,000
33,750
700513
Auto Expense 6,000
26,815
6,000
72,750
6,000
SUBTOTAL CONTRACTUALS 114,730
63001 Miscellaneous Operating Expenses 10,248 1,976 43,000 43,000
SUBTOTAL COMMODITIES 10,248 1,976 43,000 43,000
65055
65100
65105
65400
Communications- Landlines
Insurance Charges
0
21,014
3,041
2,614
20,394
2,913
2,480
22,280
3,060
2,490
21,180
3,270Benefits Overhead
Indirect Costs 52,342
76,397
49,987
75,909
68,390
96,210
25,340
52,280SUBTOTAL FIXED CHARGES
66511 Computer Software Subscriptions 37 0 0 0
SUBTOTAL CAPITAL 37 0 0 0
67301
67311
POB Principal-Misc 8,159
14,886
23,045
2,796
14,875
17,671
4,530
14,860
19,390
8,090
14,810
22,900
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 542,359 515,346 740,870 759,520
702
City Council 21 – 715 6/17/2025
INFORMATION TECHNOLOGY
INFORMATION TECHNOLOGY
TECHNOLOGY & SUPPORT SERVICES
Account
ACCOUNTING UNIT
10920148
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
335,370
PROPOSED
FY 25-26Code
61000
61040
61100
61102
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 102,703
1,237
84,841 359,990
0Salaries Overtime 390
10,918
14,257
1,249
0
40,980
18,110
4,860
Retirement-Employer Normal Cost 11,329 42,580
55,690
5,220
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance
26,264
1,451
12,916
0
Health Insurance 11,122
870
94,080
3,360
81,600
3,600Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
6,132
162,032
4,921 5,680 11,410
560,090128,568 502,440
62300
62302
62306
Contract Services-Professional
Contracted Vendor Personnel Services
Software Maintenance & Support
SUBTOTAL CONTRACTUALS
155,314
267,797
0
169,150
319,610
19,684
160,000
315,000
61,950
210,000
315,000
61,950
423,110 508,445 536,950 586,950
63001
63202
Miscellaneous Operating Expenses
Operating Materials & Supplies
SUBTOTAL COMMODITIES
270
16,078
16,348
35,303
24,068
59,371
0
20,000
20,000
0
20,000
20,000
65055
65100
65105
65400
Communications- Landlines
Insurance Charges
0
7,640
3,485
5,939
848
3,310
7,430
3,320
14,270
4,360Benefits Overhead 1,106 1,020
Indirect Costs 17,331
26,077
14,964
25,236
63,390
75,150
62,730
84,680SUBTOTAL FIXED CHARGES
66400
66511
Machinery & Equipment 161,782
1,344
0
0
0
0
0
0
0
0
0
Computer Software Subscriptions
SUBTOTAL CAPITAL 163,127
67301
67311
POB Principal-Misc 12,863
23,469
36,332
4,409
23,451
27,860
7,150
23,430
30,580
12,750
23,350
36,100
POB Interest - Misc
SUBTOTAL DEBT SERVICE
TOTAL 827,026 749,480 1,165,120 1,287,820
703
City Council 21 – 716 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
DEPARTMENT RESOURCE SUMMARY
INFORMATION TECHNOLOGY
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
18120013 ARPA - IT 62,257
62,257
ACTUAL
196,950
196,950
ACTUAL
0
0
0
0TOTAL EXPENDITURES
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24
62000
63000
66000
CONTRACTUALS
COMMODITIES
33,820 6,731 0
0
0
0
0
0
28,437
0
12,395
CAPITAL 177,823
TOTAL 62,257 196,950 0 0
704
City Council 21 – 717 6/17/2025
AMERICAN RESCUE PLAN ACT (ARPA)
INFORMATION TECHNOLOGY
ARPA - IT
ACCOUNTING UNIT
18120013
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
62300
62306
62307
LINE ITEM RESOURCES
Contract Services-Professional
Software Maintenance & Support
Hardware Maintenance & Support
SUBTOTAL CONTRACTUALS
24,386 0 0
0
0
0
0
0
0
0
6,216
3,218
6,731
0
33,820 6,731
63001
66400
Miscellaneous Operating Expenses 28,437 12,395 0 0
SUBTOTAL COMMODITIES 28,437 12,395 0 0
Machinery & Equipment 0 177,823 0 0
SUBTOTAL CAPITAL 0 177,823 0 0
TOTAL 62,257 196,950 0 0
705
City Council 21 – 718 6/17/2025
This Page Intentionally
Left Blank
706
City Council 21 – 719 6/17/2025
707
City Council 21 – 720 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
MUSEUM FUND
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01112030 MUSEUM CAPITAL AND MAINTENANCE
TOTAL EXPENDITURES
2,566,833
2,566,833
ACTUAL
1,673,522
1,673,522
ACTUAL
1,715,320
1,715,320
ADOPTED
1,769,950
1,769,950
PROPOSED
FY 25-26OPERATING EXPENSES FY 22-23 FY 23-24 FY 24-25
62000
66000
69000
CONTRACTUALS
CAPITAL
16,733 17,263 17,610 17,910
01,025,000
1,525,100
0 0
MISCELLANEOUS 1,656,259 1,697,710 1,752,040
TOTAL 2,566,833 1,673,522 1,715,320 1,769,950
708
City Council 21 – 721 6/17/2025
GENERAL FUND
MUSEUM FUND ACCOUNTING UNIT
01112030MUSEUM CAPITAL AND MAINTENANCE
Account
Code
ACTUAL
FY 22-23
16,733
ACTUAL
FY 23-24
ADOPTED
FY 24-25
17,610
PROPOSED
FY 25-26LINE ITEM RESOURCES
Other Agency Services62251 17,263 17,910
SUBTOTAL CONTRACTUALS 16,733 17,263 17,610 17,910
66200
69135
Buildings & Building Improvements 1,025,000 0 0 0
SUBTOTAL CAPITAL 1,025,000 0 0 0
Payment to Subagent 1,525,100 1,656,259 1,697,710 1,752,040
SUBTOTAL MISCELLANEOUS 1,525,100 1,656,259 1,697,710 1,752,040
TOTAL 2,566,833 1,673,522 1,715,320 1,769,950
709
City Council 21 – 722 6/17/2025
This Page Intentionally
Left Blank
710
City Council 21 – 723 6/17/2025
711
City Council 21 – 724 6/17/2025
POLICE UUT LEASE REVENUE BONDS
DEPARTMENT RESOURCE SUMMARY
DEBT SERVICE
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58005 Investment Income-Trustee 3,299 13,343 0
0
0
059000-011 Transfer From Fund 011
TOTAL REVENUES
4,622,100 4,623,910
4,625,399 4,637,253 0 0
EXPENDITURES
40019020 POLICE BUILDING DEBT SERVICE
TOTAL EXPENDITURES
4,616,079
4,616,079
4,618,217
4,618,217
0
0
0
0
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
62000
67000
CONTRACTUALS
DEBT SERVICE
4,360 4,310 0
0
0
04,611,719 4,613,906
TOTAL 4,616,079 4,618,217 0 0
712
City Council 21 – 725 6/17/2025
POLICE UUT LEASE REVENUE BONDS
DEBT SERVICE ACCOUNTING UNIT
40019002POLICE BUILDING DEBT SERVICE
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
13,343
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
58005
59000
LINE ITEM RESOURCES
Investment Income-Trustee
Transfer From Fund 011
SUBTOTAL REVENUES
3,299 0
0
0
0
0
0
4,622,100 4,623,910
4,625,399 4,637,253
TOTAL 4,625,399 4,637,253 0 0
713
City Council 21 – 726 6/17/2025
POLICE UUT LEASE REVENUE BONDS
DEBT SERVICE ACCOUNTING UNIT
40019020POLICE BUILDING DEBT SERVICE
Account
Code
ACTUAL
FY 22-23
ACTUAL
FY 23-24
4,310
ADOPTED
FY 24-25
PROPOSED
FY 25-26LINE ITEM RESOURCES
62300 Contract Services-Professional
SUBTOTAL CONTRACTUALS
4,360 0 0
4,360 4,310 0 0
67300
67310
Bond Principal 4,085,000
526,719
4,342,500
271,406
0
0
0
0
0
0
Bond Interest
SUBTOTAL DEBT SERVICE 4,611,719 4,613,906
TOTAL 4,616,079 4,618,217 0 0
714
City Council 21 – 727 6/17/2025
COSA 2014 LEASE FINANCING
DEPARTMENT RESOURCE SUMMARY
DEBT SERVICE
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
59000-011 Transfer From Fund 011
59000-086 Transfer From Fund 086
59000-101 Transfer From Fund 101
TOTAL REVENUES
4,947,950 4,872,208 527,420 636,670
0113,450
94,670
113,020
94,300
113,210
94,470 93,880
5,156,070 5,079,528 735,100 730,550
EXPENDITURES
40419020 2014 LEASE FINANCING
TOTAL EXPENDITURES
5,156,066
5,156,066
5,150,743
5,150,743
735,100
735,100
730,540
730,540
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
DEBT SERVICE
TOTAL
67000 5,156,066
5,156,066
5,150,743
5,150,743
735,100
735,100
730,540
730,540
715
City Council 21 – 728 6/17/2025
COSA 2014 LEASE FINANCING
DEBT SERVICE
2014 LEASE FINANCING
Account
ACCOUNTING UNIT
40419002
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
527,420
PROPOSED
FY 25-26Code
59000
59000
59000
LINE ITEM RESOURCES
Transfer From Fund 011
Transfer From Fund 086
Transfer From Fund 101
SUBTOTAL REVENUES
4,947,950
113,450
94,670
4,872,208
113,020
94,300
636,670
0113,210
94,470 93,880
730,5505,156,070 5,079,528 735,100
TOTAL 5,156,070 5,079,528 735,100 730,550
716
City Council 21 – 729 6/17/2025
COSA 2014 LEASE FINANCING
DEBT SERVICE
2014 LEASE FINANCING
Account
ACCOUNTING UNIT
40419020
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
645,000
PROPOSED
FY 25-26Code
67300
67310
LINE ITEM RESOURCES
Bond Principal 4,740,000
416,066
4,895,000
255,743
665,000
65,540Bond Interest 90,100
SUBTOTAL DEBT SERVICE 5,156,066 5,150,743 735,100 730,540
TOTAL 5,156,066 5,150,743 735,100 730,540
717
City Council 21 – 730 6/17/2025
2021 PENSION OBLIGATION FUNDS
DEPARTMENT RESOURCE SUMMARY
DEBT SERVICE
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
REVENUES
58005 Investment Income-Trustee 9,814 14,203 0 0
14,892,300
28,660
7,000
59000-011 Transfer From Fund 011
59000-029 Transfer From Fund 029-Gax Tax
59000-031 Transfer From Fund 031
59000-074 Transfer From Fund 074
59000-122 Transfer From Fund 122
59000-123 Transfer From Fund 123
59000-124 Transfer From Fund 124
59000-130 Transfer From Fund 130
59000-133 Transfer From Fund 133
59000-135 Transfer From Fund 135
59000-139 Transfer From Fund 139
59000-140 Transfer From Fund 140
59000-177 Transfer From Fund 177
59000-417 Transfer From Fund 417
59000-607 Transfer From Fund 607
TOTAL REVENUES
14,999,509
28,853
7,049
11,502,241
22,116
5,404
10,117
10,269
35,094
8,170
7,364
1,002
72,908
182
12,614,900
24,270
5,930
13,195
13,393
44,546
10,655
9,604
11,100
11,270
38,510
8,960
13,100
13,300
56,040
0
8,080 9,540
1,307 1,100 1,300
95,091
237
79,990
200
94,430
240
91,943
814
70,495
0
77,330
2,120
91,290
2,500
9,814 7,525
9,237
8,260 9,750
12,048 10,140 11,960
15,347,872 11,776,326 12,902,160 15,231,410
EXPENDITURES
40619020 2021 PENSION OBLIGATION BONDS
TOTAL EXPENDITURES
15,340,818
15,340,818
11,762,124
11,762,124
12,902,110
12,902,110
15,472,740
15,472,740
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
67000 DEBT SERVICE 15,340,818 11,762,124 12,902,110
12,902,110
15,472,740
TOTAL 15,340,818 11,762,124 15,472,740
718
City Council 21 – 731 6/17/2025
2021 PENSION OBLIGATION FUNDS
DEBT SERVICE ACCOUNTING UNIT
406190022021 PENSION OBLIGATION BONDS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
58005
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
59000
LINE ITEM RESOURCES
Investment Income-Trustee
Transfer From Fund 011
Transfer From Fund 029-Gax Tax
Transfer From Fund 031
Transfer From Fund 074
Transfer From Fund 122
Transfer From Fund 123
Transfer From Fund 124
Transfer From Fund 130
Transfer From Fund 133
Transfer From Fund 135
Transfer From Fund 139
Transfer From Fund 140
Transfer From Fund 177
Transfer From Fund 417
Transfer From Fund 607
SUBTOTAL REVENUES
9,814
14,999,509
28,853
7,049
14,203 0 0
14,892,300
28,660
7,000
11,502,241
22,116
5,404
12,614,900
24,270
5,930
13,195
13,393
44,546
10,655
9,604
10,117
10,269
35,094
8,170
11,100
11,270
38,510
8,960
13,100
13,300
56,040
0
7,364 8,080 9,540
1,307 1,002 1,100 1,300
95,091
237
72,908
182
79,990
200
94,430
240
91,943
814
70,495
0
77,330
2,120
91,290
2,500
9,814 7,525 8,260 9,750
12,048
15,347,872
9,237 10,140
12,902,160
11,960
15,231,41011,776,326
TOTAL 15,347,872 11,776,326 12,902,160 15,231,410
719
City Council 21 – 732 6/17/2025
2021 PENSION OBLIGATION FUNDS
DEBT SERVICE ACCOUNTING UNIT
406190202021 PENSION OBLIGATION BONDS
Account ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26Code
67301
67302
67311
67312
LINE ITEM RESOURCES
POB Principal-Misc
FY 24-25
1,022,360
1,991,940
3,353,550
6,534,260
12,902,110
1,841,401
3,587,863
3,361,625
6,549,929
15,340,818
631,119 1,909,850
3,555,120
3,497,430
6,510,340
15,472,740
POB Principal-Safety
POB Interest - Misc
1,229,699
3,358,149
6,543,156
11,762,124
POB Interest - Safety
SUBTOTAL DEBT SERVICE
TOTAL 15,340,818 11,762,124 12,902,110 15,472,740
720
City Council 21 – 733 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
GENERAL NON-DEPARTMENTAL
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01105015 GENERAL NON-DEPARTMENTAL
01105020 UNFUNDED LIABILITY (UAL)
TOTAL EXPENDITURES
1,500,530 2,870,811 1,899,720 4,933,920
38,876,473 30,668,743 36,644,110 41,982,430
40,377,003 33,539,555 38,543,830 46,916,350
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
61000
62000
63000
67000
68000
69000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
23,892,596
836,966
29,889
19,801,738
1,557,101
65,918
24,042,100
1,202,700
60,000
27,105,350
2,236,900
60,000
DEBT SERVICE
TRANSFERS
633,675
14,983,877
0
626,242
11,488,556
0
637,020
12,602,010
0
637,020
14,877,080
2,000,000MISCELLANEOUS
TOTAL 40,377,003 33,539,555 38,543,830 46,916,350
721
City Council 21 – 734 6/17/2025
GENERAL FUND
GENERAL NON-DEPARTMENTAL
GENERAL NON-DEPARTMENTAL
Account
ACCOUNTING UNIT
01105015
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61000
61040
61120
LINE ITEM RESOURCES
Salaries Regular 0
0
0
0
489,272 0
0
0
0
0
0
0
0
Salaries Overtime 125,184
7,094Medicare Insurance
SUBTOTAL SALARIES & BENEFITS 621,551
62140
62300
62302
62600
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
224,890
612,076
0
169,507
1,375,985
11,178
220,700
980,000
0
220,700
1,014,200
1,000,000
2,00004312,000
SUBTOTAL CONTRACTUALS 836,966 1,557,101 1,202,700 2,236,900
63001
63005
Miscellaneous Operating Expenses
Credit Card Expense
29,883
5
65,918
0
60,000
0
60,000
0
SUBTOTAL COMMODITIES 29,889 65,918 60,000 60,000
67100
67110
Principal-Debt Services
Interest-Debt Services
557,264
76,411
577,507
48,735
598,480
38,540
598,480
38,540
SUBTOTAL DEBT SERVICE 633,675 626,242 637,020 637,020
69011 Reserve Appropriation 0 0 0 2,000,000
SUBTOTAL MISCELLANEOUS 0 0 0 2,000,000
TOTAL 1,500,530 2,870,811 1,899,720 4,933,920
722
City Council 21 – 735 6/17/2025
GENERAL FUND
GENERAL NON-DEPARTMENTAL
UNFUNDED LIABILITY (UAL)
Account
ACCOUNTING UNIT
01105020
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
61102
61103
61104
LINE ITEM RESOURCES
Retirement- Employer Unfunded- Miscellaneous
Retirement- Employer Unfunded - Police
Retirement - Employer Unfunded - Fire
SUBTOTAL SALARIES & BENEFITS
7,948,810
10,869,606
5,074,180
23,892,596
6,399,920
8,978,792
3,801,476
19,180,188
7,979,330
11,386,140
4,676,630
24,042,100
9,346,550
12,676,530
5,082,270
27,105,350
68001
68002
POB Misc Xfer to Fund 406
POB Safety Xfer to Fund 406
SUBTOTAL TRANSFERS
4,848,845
10,135,032
14,983,877
3,715,701
7,772,855
11,488,556
4,075,810
8,526,200
12,602,010
4,811,630
10,065,450
14,877,080
TOTAL 38,876,473 30,668,743 36,644,110 41,982,430
723
City Council 21 – 736 6/17/2025
CAPITAL OUTLAY FUND
DEPARTMENT RESOURCE SUMMARY
GENERAL NON-DEPARTMENTAL
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
05105015 NON-DEPARTMENTAL
TOTAL EXPENDITURES
32,779
32,779
ACTUAL
297,000
297,000
ACTUAL
292,000
292,000
ADOPTED
0
0
PROPOSED
FY 25-26OPERATING EXPENSES
CAPITAL
FY 22-23 FY 23-24 FY 24-25
66000
67000
0 5,000 0 0
0DEBT SERVICE 32,779 292,000 292,000
TOTAL 32,779 297,000 292,000 0
724
City Council 21 – 737 6/17/2025
CAPITAL OUTLAY FUND
GENERAL NON-DEPARTMENTAL
NON-DEPARTMENTAL
Account
ACCOUNTING UNIT
05105015
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26CodeLINE ITEM RESOURCES
Buildings & Building Improvements
SUBTOTAL CAPITAL
66200 0 5,000 0 0
0 5,000 0 0
67100
67200
67210
Principal-Debt Services
Principal-Leases
0
29,362
3,417
292,000 292,000 0
0
0
0
0
0
0
0Interest-Leases
SUBTOTAL DEBT SERVICE 32,779 292,000 292,000
TOTAL 32,779 297,000 292,000 0
725
City Council 21 – 738 6/17/2025
This Page Intentionally
Left Blank
726
City Council 21 – 739 6/17/2025
727
City Council 21 – 740 6/17/2025
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
INTERFUND TRANSFERS
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26ACTIVITIES
EXPENDITURES
01106017 INTER-FUND XFERS - SRV ENHCMNT
01106019 GENERAL FUND: INTERFUND TRANSFERS
TOTAL EXPENDITURES
1,081,870 1,081,870 1,081,870 1,081,870
31,286,744 33,238,711 16,918,100 15,397,660
32,368,614 34,320,581 17,999,970 16,479,530
ACTUAL
FY 22-23
ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26OPERATING EXPENSES
68000 TRANSFERS 32,368,614 34,320,581 17,999,970
17,999,970
16,479,530
TOTAL 32,368,614 34,320,581 16,479,530
728
City Council 21 – 741 6/17/2025
GENERAL FUND
INTERFUND TRANSFERS
INTER-FUND XFERS - SRV ENHCMNT
Account
ACCOUNTING UNIT
01106017
ACTUAL ACTUAL
FY 23-24
ADOPTED PROPOSED
FY 25-26CodeLINE ITEM RESOURCES FY 22-23
1,081,870
1,081,870
FY 24-25
1,081,870
1,081,870
68000 Transfer to Fund 067 1,081,870 1,081,870
SUBTOTAL TRANSFERS 1,081,870 1,081,870
TOTAL 1,081,870 1,081,870 1,081,870 1,081,870
729
City Council 21 – 742 6/17/2025
GENERAL FUND
INTERFUND TRANSFERS
GENERAL FUND: INTERFUND TRANSFERS
Account
ACCOUNTING UNIT
01106019
ACTUAL ACTUAL
FY 23-24
ADOPTED
FY 24-25
PROPOSED
FY 25-26Code
68000
68000
68000
68000
68000
68000
68000
68000
68000
68000
68000
LINE ITEM RESOURCES
Transfer to Fund 012 (Cannabis Public Benefit)
Transfer to Fund 027
FY 22-23
11,290,824
2,873,040
292,000
0
10,484,070
1,862,320
292,000
9,436,700 8,208,260
0 0
Transfer to Fund 051 292,000 0
Transfer to Fund 059 91,304 0 0
Transfer to Fund 074 600,000
0
600,000 0 0
Transfer to Fund 076 850,000 0 0
Transfer to Fund 080 4,654,820
2,534,580
0
4,654,820
2,534,580
2,900,000
4,623,910
4,345,708
33,238,711
4,654,820 4,654,820
Transfer to Fund 081 2,534,580 2,534,580
Transfer to Fund 086 0 0
Transfer to Fund 400 (Police Debt Service)
Transfer to Fund 404 (Police Bldg/Ross Annex Debt)
SUBTOTAL TRANSFERS
4,622,100
4,419,380
31,286,744
0
0
0
0
16,918,100 15,397,660
TOTAL 31,286,744 33,238,711 16,918,100 15,397,660
730
City Council 21 – 743 6/17/2025
731
City Council 21 – 744 6/17/2025
FY2025-26 PROJECTS BY CATEGORY
Planned
Project
Years 2-7
Proposed
FY2025-26Project Category
Streets
Project Title
Alley Improvement Program 1,500,000 9,000,000
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Streets
Bridge Preventative Maintenance Program (BPMP)
Broadway St Rehab: 17th to Mainplace
Broadway St Rehab: Bishop to 1st St
Business Area Road Improvements
Cedar St Rehab: Occidental to Edinger
Civic Center Rehab: Minter to Santiago
Clinton St Rehab: End of Street to Westminster
Dyer Rd Rehab: Main to Grand
Dyer Road Improvements (55 Freeway - 700' E/O Pullman)
Euclid St Rehab: McFadden to 1st
Fairview Bridge and Street Improvements
Fairview St Improvements: 17th to Trask
Grand Ave Rehab: 1st to Santa Ana
345,600
307,700
135,300
1,500,000
415,000
742,000
150,000
595,100
788,400
4,806,000
350,000
6,553,030
2,972,300
2,857,800
4,458,550
4,413,300
274,200
690,000
400,000
250,000
2,646,080
1,869,000
637,600
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-Industrial Street Repair Program
Local Street Preventative Maintenance
MacArthur Blvd Rehab: Harbor to Fairview
Main St Rehab: Edgewood to Memory Lane
Memory Ln and Mainplace Dr Multi-Modal Street Improvements
Pavement Management
Project Development
Raitt St Rehab: Civic Center to Washington
Raitt St Rehab: McFadden to 1st
24,000,000
-
-
-
2,400,000
1,500,000
-
-
Right-of-Way Management
Road Maintenance & Rehabilitation Capital Improvement Plan (FY27-FY32)
Santa Ana Grade Separation
2,100,000
42,000,000
Streets 75,000 -
Streets
Streets
Streets
Streets
Streets
Streets
Traffic
Traffic
Standard Avenue Widening 969,280
29,680
-
-
-
-
-
-
-
-
Warner Ave Impr: Ph 2 - Oak - Grand
17th St Rehab: Cabrillo Park to City Limit
17th St Rehab: Grand to Cabrillo Park
1st St Rehab: Grand to Tustin
411,840
834,500
2,779,190
150,000
3,574,930
26,000
5th St Rehab: Fairview to Raitt
Bristol St Corridor Regional Traffic Signal Synchronization
Broadway Multi-Modal Street Improvements
High Visibility Marked Crosswalk Improvements
Multi-Modal Project Development
Traffic
Traffic
301,190
80,000
-
480,000
Traffic
Traffic
Traffic Management Plans
Traffic Safety Project Development
100,000
50,000
600,000
300,000
Traffic
Traffic
Traffic Signal Equipment Replacement
1st St Traffic Safety Corridor Street Light Improvements
Centennial Park Lighting
100,000
2,756,000
1,330,000
450,000
-
600,000
-
-
-
Utility/Drainage/Lighting
Utility/Drainage/Lighting
Utility/Drainage/Lighting
Utility/Drainage/Lighting
City & Park Facilities
City & Park Facilities
City & Park Facilities
City & Park Facilities
Grand Ave Storm Drain
Sewer Enterprise Capital Improvement Plan (FY27-FY32)
Water Enterprise Capital Improvement Plan (FY27-FY32)
Bristol & Tolliver Park - Basketball Court
Cypress Fire Station Improvements
Lillie King Park - Basketball Court
Synthetic Turf Dan Young Soccer Complex
20,556,160
17,258,540-
291,000
3,500,000
200,000
320,000
57,985,570
-
-
-
-
Total Project Budgets 120,794,700
732
City Council 21 – 745 6/17/2025
PROJECTS BY FUNDING SOURCE
Proposed
FY25-26
Proposed
FY26-27
Proposed
FY27-28
Proposed
FY28-29
Proposed
FY29-30
Proposed
FY30-31
Proposed
FY31-32Project Funding Source
011 - GENERAL FUND
Alley Improvement Program 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000
Business Area Road Improvements
Centennial Park Lighting
Clinton St Rehab: End of Street to Westminster
Cypress Fire Station Improvements
Industrial Street Repair Program
Local Street Preventative Maintenance
Raitt St Rehab: McFadden to 1st
Santa Ana Grade Separation
1,500,000
1,330,000
150,000
3,500,000
250,000
975,000
400,000
75,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-5th St Rehab: Fairview to Raitt
011 - GENERAL FUND Total
150,000
9,830,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000 1,500,000
032 - MEASURE M-STREET CONSTRUCTION
Bridge Preventative Maintenance Program (BPMP)
Bristol St Corridor Regional Traffic Signal Synchronization
Dyer Road Improvements (55 Freeway - 700' E/O Pullman)
Fairview Bridge and Street Improvements
Fairview St Improvements: 17th to Trask
High Visibility Marked Crosswalk Improvements
Local Street Preventative Maintenance
Multi-Modal Project Development
Pavement Management
100,000
3,574,930
788,400
350,000
6,553,025
27,381
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
------
3,483,550
80,000
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
4,000,000
80,000
400,000
250,000
350,000
100,000
50,000
100,000
-
400,000
250,000
350,000
100,000
50,000
100,000
29,310
275,600
16,512,196
Project Development
Right-of-Way Management
Traffic Management Plans
Traffic Safety Project Development
Traffic Signal Equipment Replacement
Warner Ave Impr: Ph 2 - Oak - Grand
1st St Traffic Safety Corridor Street Light Improvements
032 - MEASURE M-STREET CONSTRUCTION Total
041 - TRANSP SYS IMPR AREA A-2
Broadway Multi-Modal Street Improvements
Memory Ln and Mainplace Dr Multi-Modal Street Improvements
041 - TRANSP SYS IMPR AREA A-2 Total
048 - TRANSIT ZONING CODE
------
5,330,000 5,330,000 5,330,000 5,330,000 5,330,000 5,330,000
26,000
690,000
716,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
Standard Avenue Widening 219,280 ------
048 - TRANSIT ZONING CODE Total
051 - CAPITAL OUTLAY FUND
219,280 ------
Synthetic Turf Dan Young Soccer Complex
051 - CAPITAL OUTLAY FUND Total
320,000
320,000
-
-
-
-
-
-
-
-
-
-
-
-
733
City Council 21 – 746 6/17/2025
PROJECTS BY FUNDING SOURCE
Proposed
FY25-26
Proposed
FY26-27
Proposed
FY27-28
Proposed
FY28-29
Proposed
FY29-30
Proposed
FY30-31
Proposed
FY31-32Project Funding Source
059 - SELECT STREET CONSTRUCTION
Bridge Preventative Maintenance Program (BPMP)
Broadway St Rehab: 17th to Mainplace
Broadway St Rehab: Bishop to 1st St
Civic Center Rehab: Minter to Santiago
Dyer Rd Rehab: Main to Grand
Euclid St Rehab: McFadden to 1st
Grand Ave Rehab: 1st to Santa Ana
Industrial Street Repair Program
MacArthur Blvd Rehab: Harbor to Fairview
Main St Rehab: Edgewood to Memory Lane
Raitt St Rehab: Civic Center to Washington
Raitt St Rehab: McFadden to 1st
Right-of-Way Management
Standard Avenue Widening
Warner Ave Impr: Ph 2 - Oak - Grand
17th St Rehab: Cabrillo Park to City Limit
17th St Rehab: Grand to Cabrillo Park
059 - SELECT STREET CONSTRUCTION Total
135 - COMMUNITY DEV BLOCK GRANT
Bristol & Tolliver Park - Basketball Court
Cedar St Rehab: Occidental to Edinger
135 - COMMUNITY DEV BLOCK GRANT/ESG Total
147 - STREET SAFETY PROGRAMS
245,600 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
307,700
135,300
742,000
595,100
4,806,000
2,972,300
2,607,800
4,413,300
274,200
2,646,080
1,469,000
287,600
750,000
370
411,840
834,500
23,498,690
176,000
415,000
591,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
1st St Traffic Safety Corridor Street Light Improvements
High Visibility Marked Crosswalk Improvements
147 - STREET SAFETY PROGRAMS Total
203 - LOCAL DRAINAGE AREA NO 3
Grand Ave Storm Drain
2,480,400
273,815
2,754,215
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
450,000 ------
203 - LOCAL DRAINAGE AREA NO 3 Total
225 - LOCAL DRAINAGE AREA V
450,000 ------
1st St Rehab: Grand to Tustin 408,505 ------
225 - LOCAL DRAINAGE AREA V Total
313 - RESIDENTIAL DEVELOP DISTRICT 3
Lillie King Park - Basketball Court
408,505 ------
200,000 ------
313 - RESIDENTIAL DEVELOP DISTRICT 3 Total
314 - RESIDENTIAL DEVELOP DISTRICT 4
Bristol & Tolliver Park - Basketball Court
314 - RESIDENTIAL DEVELOP DISTRICT 4 Total
991 - TRAN SYS IMP AUT Area A
200,000 ------
115,000
115,000
-
-
-
-
-
-
-
-
-
-
-
-
1st St Rehab: Grand to Tustin
991 - TRAN SYS IMP AUT Area A Total
Grand Total
2,370,684
2,370,684
57,985,570
-
-
-
-
-
-
-
-
-
-
-
-
6,830,000 6,830,000 6,830,000 6,830,000 6,830,000 6,830,000
734
City Council 21 – 747 6/17/2025
City Manager’s Office
www.santa-ana.org/cm
Item # 22
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 17, 2025
TOPIC: Opposition to South Coast AQMD Proposed Amendments to Rules 1111 and
1121
AGENDA TITLE
Resolution Opposing the South Coast Air Quality Management District’s Proposed
Amendments to Rules 1111 and 1121
RECOMMENDED ACTION
Adopt a resolution opposing the South Coast Air Quality Management District’s (South
Coast AQMD) proposed amendments to Rules 1111 and 1121, and urging the South
Coast AQMD Governing Board to reject any future proposals that lack meaningful public
participation and adequate engagement with local government agencies.
RESOLUTION NO. 2025-XXX entitled A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY
MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND 1121
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
On June 6, 2025, the South Coast AQMD Governing Board considered amendments to
Rules 1111 and 1121 that would phase out natural gas-powered furnaces and
residential water heaters in favor of zero-emission electric alternatives. While the City of
Santa Ana supports initiatives that improve air quality, the proposed amendments raised
significant concerns regarding housing affordability, energy reliability, and the limited
level of public participation.
The proposed changes were estimated to impose billions of dollars in costs on
homeowners, renters, and businesses throughout the South Coast region, potentially
exacerbating the existing housing affordability crisis. Additionally, the widespread
transition to electric appliances would further strain California’s already fragile electrical
grid.
City Council 22 – 1 6/17/2025
Opposition to South Coast AQMD Proposed Amendments to Rules 1111 and 1121
June 17, 2025
Page 2
5
1
2
0
The City is particularly concerned that public engagement on this issue was insufficient,
as only approximately 17,000 stakeholders were engaged out of a service population of
roughly 17 million residents, representing only 0.1% of those impacted. Such low
engagement is not sufficient for sweeping regulatory changes with significant regional
impact.
While South Coast AQMD has indefinitely postponed the proposed amendments, the
City of Santa Ana recommends reaffirming its opposition and formally urging the South
Coast AQMD to reject any similar future proposals unless they are developed in
meaningful collaboration with local governments, housing advocates, utilities, and
community stakeholders.
The proposed resolution encourages the South Coast AQMD to pursue alternative
strategies that are cost-effective, incentive-based, and equitable, to balance
environmental goals with the urgent need to preserve housing affordability and
community stability.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Resolution Opposing the South Coast AQMD Proposed Amendments to Rules
1111 and 1121
Submitted By: Sylvia Vazquez, Deputy City Manager
Approved By: Alvaro Nuñez, City Manager
City Council 22 – 2 6/17/2025
Resolution No. 2025-XXX
Page 1 of 2
RESOLUTION NO. 2025-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA OPPOSING THE SOUTH COAST AIR
QUALITY MANAGEMENT DISTRICT’S PROPOSED
AMENDMENTS TO RULES 1111 AND 1121
WHEREAS, the South Coast Air Quality Management District (South Coast
AQMD) proposed amendments that were voted on during their June 6, 2025, Governing
Board Meeting, to Rules 1111 and 1121 to phase out natural gas-powered furnaces and
water heaters, requiring a costly transition to zero-emission electric alternatives; and
WHEREAS, the City of Santa Ana supports air quality improvements but is
concerned that the proposed amendments could have imposed severe financial
burdens on working families, renters, seniors, and small businesses, worsening the
housing affordability crisis and threatening energy reliability; and
WHEREAS, the proposed rules were projected to generate billions in costs with
limited public outreach and participation, as only 0.1% of the South Coast region’s
population engaged in the process, and the expected environmental benefit is modest
relative to the significant social and economic impacts; and
WHEREAS, the City of Santa Ana believes any transition to cleaner technologies
must be equitable, affordable, and supported by strong community engagement and
infrastructure readiness.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Santa
Ana hereby reaffirms its opposition to South Coast AQMD’s proposed amendments to
Rules 1111 and 1121, and while we are aware that the Governing Board voted on
Friday, June 6, 2025, to indefinitely postpone the proposed amendments, we urge the
Governing Board to reject any new proposals related to Rules 1111 and 1121 without
meaningful participation and adequate engagement with the general public and local
government agencies,
BE IT FURTHER RESOLVED that the City of Santa Ana encourages the South
Coast AQMD to work collaboratively with local governments, housing advocates,
utilities, and community stakeholders to develop cost-effective, incentive-based, and
equitable alternatives that advance air quality goals without jeopardizing housing
affordability, energy reliability, or economic stability.
BE IT FURTHER RESOLVED that the City Clerk shall certify to the adoption of
this Resolution and forward copies to the South Coast AQMD Governing Board and
appropriate state representatives.
City Council 22 – 3 6/17/2025
Resolution No. 2025-XXX
Page 2 of 2
ADOPTED this _____ day of ____________, 2025.
________________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By:
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers _
CERTIFICATION OF ATTESTATION AND ORIGINALITY
I, Jennifer L. Hall, City Clerk, do hereby attest to and certify the attached Resolution No.
2025-XXX to be the original resolution adopted by the City Council of the City of Santa
Ana on _______________.
Date: ______________________ ________________________________
City Clerk
City of Santa Ana
City Council 22 – 4 6/17/2025
CITY ATTORNEY
Sonia R. Carvalho
CITY MANAGER
Alvaro Nuñez
CITY CLERK
Jennifer L. Hall
20 CIVIC CENTER PLAZA - P.O. BOX 1988, M31 - SANTA ANA, CALIFORNIA 92702
TELEPHONE (714) 647-6900 - FAX (714) 647-6954 - www.santa-ana.org
Councilmember-Requested Item Report
DATE
June 17, 2025
TOPIC
City Council Resolution in Support of the MENA Inclusion Act (AB 91)
COUNCILMEMBER-REQUESTED ITEM TITLE
Discuss and Consider Providing Direction to the City Manager to Draft a Resolution in
Support of the MENA Inclusion Act (AB 91)
DISCUSSION
The MENA Inclusion Act will require that starting January 1, 2026, state agencies, boards,
and commissions in California that collect demographic data on ancestry or ethnic origin
must include separate categories for Middle Eastern and North African (MENA) groups.
This ensures that the state can more accurately meet the needs of the MENA community.
According to 2020 estimates from the U.S. Census Bureau, California is home to
approximately 740,219 individuals who identify as Middle Eastern or North African (MENA).
However, people from the MENA region are currently categorized under the broader "white"
category in both federal and state data collection. When disaggregated, MENA individuals
account for just 12% of the broader white population in California, resulting in their
underrepresentation within the larger white category.
Additionally, Orange County, which includes Santa Ana, is home to a large population of
approximately 100,000 MENA community members, with the majority being of Arab or
Iranian descent.
Broadly classifying individuals from the Middle East and North Africa (MENA) community as
"white" in both the U.S. Census and California State data collection fails to capture the
unique demographic characteristics, cultural diversity, and specific needs of the MENA
population.
Recognizing this population separately would enable both public and private sectors to
more effectively meet the needs of MENA residents, ensuring better representation,
equitable distribution of resources, and more inclusive planning for community services and
infrastructure.
SUBMITTED BY
Mayor Pro Tem Benjamin Vazquez
Councilmember Johnathan Ryan Hernandez
City Council 23 – 1 6/17/2025
CITY ATTORNEY
Sonia R. Carvalho
CITY MANAGER
Alvaro Nuñez
CITY CLERK
Jennifer L. Hall
20 CIVIC CENTER PLAZA - P.O. BOX 1988, M31 - SANTA ANA, CALIFORNIA 92702
TELEPHONE (714) 647-6900 - FAX (714) 647-6954 - www.santa-ana.org
Councilmember-Requested Item Report
DATE
June 17, 2025
TOPIC
Request to Amend 2025 City Council Meeting Calendar to Include a Summer Recess
COUNCILMEMBER-REQUESTED ITEM TITLE
Discuss and Consider Providing Direction to the City Manager, City Clerk, and City
Attorney to prepare and return to the City Council with a Resolution to Amend the 2025
City Council Meeting Calendar to Provide for a City Council Recess During Either July
or August 2025—Specifically by Canceling the Regular Meetings Scheduled for July 1
and 15, 2025, or August 5 and 19, 2025—in Accordance with the City Council Rules
and Procedures and the Ralph M. Brown Act.
DISCUSSION
The City Council Rules and Procedures (Resolution No. 2025-004, Section 2) currently
establishes regular City Council meetings on the first and third Tuesdays of each month.
Section 2(b) of the resolution provides the City Council with the authority to set, cancel,
or reschedule any regular meeting by majority vote through a duly adopted resolution,
provided that proper notice is given in accordance with applicable law.
The Ralph M. Brown Act (Government Code § 54950 et seq.) governs how local
legislative bodies conduct public meetings but does not mandate a minimum frequency
of meetings. Therefore, a City Council may cancel all regularly scheduled meetings in a
given month, provided it takes formal action and ensures proper public notification of the
cancellations.
A temporary summer recess offers multiple organizational and operational benefits. For
Councilmembers, it allows a period for rest, reflection, and strategic planning away from
regular legislative duties. For City staff, a recess allows for a brief reprieve from the
time-consuming cycle of agenda preparation, report writing, and meeting facilitation—
supporting both productivity and morale. It also provides departments an opportunity to
focus on longer-term projects or internal priorities that may otherwise be constrained by
the recurring City Council meeting schedule.
Importantly, a recess also gives the City Manager more time and flexibility to
strategically plan and coordinate upcoming agenda items. This promotes better agenda
management, allows for cross-departmental collaboration, and helps ensure that items
City Council 24 – 1 6/17/2025
CITY ATTORNEY
Sonia R. Carvalho
CITY MANAGER
Alvaro Nuñez
CITY CLERK
Jennifer L. Hall
20 CIVIC CENTER PLAZA - P.O. BOX 1988, M31 - SANTA ANA, CALIFORNIA 92702
TELEPHONE (714) 647-6900 - FAX (714) 647-6954 - www.santa-ana.org
brought before the City Council are more thoroughly prepared, aligned with City Council
priorities, and scheduled to maximize efficiency and transparency.
Several other cities in California, including Los Angeles, San Diego, Oakland,
Sacramento, and San José, routinely schedule summer recess periods during July or
August. These cities recognize that a short pause in the meeting schedule supports
thoughtful governance, improved planning, and sustainable workloads for elected
officials and public employees alike.
If the City Council proceeds with this recommendation, the City Manager, City Clerk,
and City Attorney will return at a future meeting with a proposed resolution identifying
which meetings—either July 1 and 15 or August 5 and 19, 2025—are to be canceled for
the purpose of a summer recess, and will ensure that the revised calendar is posted in
compliance with the Brown Act.
SUBMITTED BY
Councilmember Jessie Lopez
City Council 24 – 2 6/17/2025