Thank you for considering us. If you have any questions regarding this proposal, or if you would like additional information, please feel free to contact me or Johanna Canlas at the number listed above. We look forward to hearing from you.
Very truly yours,
Burke, Williams & Sorensen, LLP
Timothy L. Davis,
Partner and Chair
Labor and Employment Law Practice Group
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STATEMENT OF UNDERSTANDING / PROPOSED METHODOLOGY
Johanna Canlas will be the City’s primary point of contact at Burke. Johanna holds primary responsibility for coordinating all legal work under the scope of this proposal with National City.
After evaluating the City’s needs, and with the approval of the City, Johanna will either perform the necessary work herself, or assign the work t o another appropriate attorney. All work will be performed with the goal of providing the best legal services in a timely and cost efficient manner.
Under Johanna’s leadership, the proposed attorneys work under a team approach. To date, this team approac h has been extremely effective in delivering timely and quality services to Burke’s clients all over the state. One of the primary benefits of this arrangement is that Burke is a one-stop shop that can deliver the highest quality legal services. We rely upon the skill and knowledge of our attorneys and will coordinate those with the needs of the City to provide timely and well-reasoned advice based on our legal knowledge and practical experience.
Our attorneys understand the value of preventative advice. We will work with the City to manage difficult employee issues in a way that is not only legally defensible, but also provides for a positive and proactive workplace. We will help identify and mitigate potential risks with proposed employment actions in order to provide the City the best possible chance of success if such actions are appealed or challenged in litigation. We will work as part of the City’s team, always mindful of your practical needs when analyzing legal issues.
Well-designed and utilized personnel rules, employee handbooks, policies, and procedures can serve as an organization’s best defense in employment law disputes. Consequently, in addition to the regular advice we provide on these matters, we can review, draft and update policies and procedures that reinforce an employer’s expectations and ensure legal compliance with applicable state and federal laws.
Our approach to our advice and counsel practice is centered on being available to res pond to issues as they arise. As mentioned above, Johanna will be the primary point of contact for the City. When contacted by phone or email, Johanna will initially review the issue with the City, and, if possible, provide immediate advice. When such immediate advice is not possible, Johanna will identify what additional information may be needed, may recommend appropriate legal research, and will then either analyze the issue or assign it to an appropriate atto rney to analyze. We will provide a response in whatever form requested by the City. For longer-term projects, such as personnel rules revisions and audits, a personnel investigation or litigation, we will provide the City with a projected timeline for completion of the project and, if requested, an estimated budget for such projects.
PROJECT-RELATED EXPERIENCE
Burke is well-known and respected for its Labor and Employment practice and, in particular, for the preventative advice it provides to employers in California’s complex employment environment. Burke’s Labor and Employment Law Practice Group is dedicated to helping employers solve their labor and employment issues in a strategic, creative, and cost -effective 167 of 582
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manner. To accomplish this goal, Burke has nearly 40 experienced attorneys in our Labor and Employment Law Practice Group. Our te am is well-versed in all areas of employment law, and in those areas of employment law that are unique to the public sector, including the following:
Fair Employment & Housing Act
Title VII
California wage & hour laws
Fair Labor Standards Act
Americans with Disabilities Act
Age Discrimination in Employment Act
Family and Medical Leave Act
California Family Rights Act
Constitutional and statutory privacy
requirements
POBRA and FBOR rights
Personnel investigations
Skelly hearings, disciplinary appeals
Administrative Hearings including PERB,
etc.
Retaliation, Discrimination, Harassment
Fitness for Duty exams
Substance abuse and testing
Occupational Safety and Health Act
USERRA
Whistleblower claims
Conflicts of interest
Statutory immunities
Grievance procedures and requirements
Employee discipline and due process
The Equal Pay Act
Compensation and benefits
Wrongful termination/discharge
First Amendment
We are experienced in handling personnel issues that arise with employees. Our attorneys understand the value of preventative advice, and work with our clients to manage difficult employee issues in a way that not only provides a defense in employment law disputes, but also provides for a positive and proactive workplace. We will work as part of the City’s team, always mindful of the practical needs of our clients when analyzing their legal issues.
Employment Advice and Counsel
All of the proposed team m embers have advised employers on complicated personnel issues.
They have participated in interactive process meetings, coordinated leave issues, advised on FLSA compliance, evaluated risks associated with reorganization, evaluated employee discipline issue s and assisted in countless other employment matters. All proposed team members have significant experience with public sector discipline, and regularly advise on the Skelly process and the implementation of discipline. We regularly collaborate with employers to identify and mitigate potential risks with proposed employment actions to provide the employer with the best possible chance of success if such actions are appealed or challenged in litigation.
Our team is very familiar with harassment, discrimination, and retaliation claims that arise under the FEHA and other workplace laws, and we work with management and Human Resources to not only respond to these claims, but to prevent them. We regularly serve as neutral workplace 168 of 582
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investigators of these claims.1 We also frequently advise Human Resources staff on conducting internal investigations, and assist in overseeing outside investigators. As discussed below, our team consists of highly sought -after trainers on the prevention of harassment, discriminati on, and retaliation in the workplace. When claims are made with outside agencies, such as the DFEH or the EEOC, our attorneys are well -versed in working with public employers to provide compelling and persuasive responses to charges of discrimination.
Our attorneys understand that well-designed and utilized personnel rules, employee handbooks, policies, and procedures can serve as an organization’s best defense in employment law disputes. Consequently, in addition to the regular advice we provide on the se matters, we also regularly draft, audit, and update personnel rules, as well as advise clients on employment related documents, policies and procedures that reinforce an employer’s expectations and guidelines to ensure it is in compliance with the various applicable state and federal laws.
Investigations
Burke’s Labor and Employment Law Practice Group members understand the frequent and unique challenges facing public entity employers in California. Burke’s employment attorneys have been providing public sector investigative services for over 25 years.
Because Burke’s employment attorneys regularly conduct neutral investigations, oversee workplace investigations by outside investigators, interact with union representatives, advise on discipline and remedi al measures stemming from misconduct investigations, represent employers in Skelly hearings and disciplinary appeals, and defend investigations in litigation, we bring critical experience and perspective to performing timely, high-quality investigations that will withstand subsequent scrutiny..
Our background and experience in conducting workplace investigations is extensive. Our investigations have involved allegations of workplace harassment, discrimination and retaliation, harassment, threats of violence , inappropriate or unlawful hiring practices, bullying, insubordination and conduct unbecoming, whistleblower retaliation, general workplace misconduct, neglect of duty and conflict of interest, among other issues. We have conducted investigations in response to internal grievances and complaints, inquiries by state and federal agencies, requests by employers, and complaints of misconduct filed by members of the public.
Our experience includes investigations for public agencies involving high -level emplo yees, elected or appointed officials, and sensitive personnel and political issues. We have also been involved in multi -party investigations, and we are well -equipped to handle the complications involved when there are cross -allegations made during invest igations. We are familiar with specialized issues including POBRA/FFBOR admonitions and rights, Lybarger, and the like.
1 Due to conflicts of interest, our attorneys only serve as neutral investigators when our relationship with the City permits it. For example, we could not ethically serve as a neutral investigator and then defend litigation arising from the same investigation. When we are unable to serve as a neutral investigator, we work closely with our client to assist in selecting the best person for the investigation. 169 of 582
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Additionally, our attorneys regularly teach Human Resource Professionals and other in -house investigators on appropriate investigation techniques and preparing effective investigation reports.
Training
We present customized employee and management training seminars for our clients u sing state-of-the-art audio-visual and media equipment and technology, as well as providing handout materials to participants. The quality of Burke’s workplace trainings is due to a winning combination of legal and practical experience and the engaging nature of our attorneys. Good information is lost on employees if it is not presented in an understandable and interesting way.
While most employees have participated in mandatory sexual harassment prevention training, our attorneys are constantly working with employers to present this information in new and interesting ways, and also identifying opportunities to present additional content to aide in the prevention of harassment. For example, our attorneys have worked with employers to do more with training by including other related topics, such as supervisory best practices; diversity, inclusion and belonging ; implicit bias; or bystander training. We also have presented small group discussion based trainings for managers to allow them an opportunity to engage in a more in-depth discussion with their peers on the prevention of harassment.
In addition, as prac ticing attorneys, our training team sees the unintended consequences of an uneducated workforce on almost a daily basis. Supervisors are an employer’s first line of defense for most employment matters, but yet they are uninformed of their obligations. Training is the first step to avoiding future liability. In recognition of this, our training team developed a supervisor series, “Human Resources Boot Camp for Supervisors.” This highly customizable training can incorporate any number of labor and employment law topics to address the specific issues an employer is facing. We have presented this training series in a variety of formats, ranging from half-day training to all-day training to a series of trainings over months.
Our training team recognizes that training is only effective when it is customized to the specific agency, and so they will work directly with staff to design a training that incorporates the Authority’s policies and practices and addresses the specific issues being faced by the Authority. Our training team is qualified to train officials, supervisors, and general employees on most labor and employment law matters, as well as unique public agency issues. Our training topics include, but are not limited to the following:
Human Resources Boot Camp for
Supervisors
Mandatory AB 1825 and 1661
Harassment Prevention
Mandatory AB 1234 Ethics Advanced Harassment Prevention Implicit Bias in the Workplace Everyday Ethics for Supervisors Social Media in the Public Sector Workplace Public Agency Use of Social Media Free Speech and the Internet Managing Leaves of Absence Disability and the Interactive Process Creating Effective Documentation Effective Workplace Investigations Employment Law Basics 170 of 582
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Employment Litigation 101 Complying with the Brown Act Diversity and Inclusion in the Workplace Working in the Public Sector Fishbowl Fitness For Duty Evaluations Workplace Violence Prevention Workplace Bullying and Hazing Dealing with Difficult Employees Transgender Workplace Issues Wage and Hour Basics
Marijuana in the Workplace Supervising in a Unionized Workplace POBRA and FBOR Compliance Effective Performance Evaluations Preventing Lawsuits Resulting from
Termination
Complying with the California Public
Records Act
Hacking and Cybersecurity Background Checks
Privacy and Privilege in Litigation
In recognition of our expertise, our attorneys are regularly invited to present at training conferences hosted by agencies such as the California Public Employers Labor Relations Association ( CALPELRA), CalCities ( the League of California Cities ), California Joint Powers Insurance Authority (CJPIA), International Public Management Association for Human Resources (IPMA -HR), California Special Districts Association (CSDA), Southern California Labor Relations Council, ICRMA, and local County Bar Associations.
We also publish educational materials . In addition to publishing legal updates and authoring articles for publication by other agencies, Burke’s labor and employment team publishes Legal Trends, which is an annually -updated treatise on California labor and employment law. Legal Trends has been distributed for over 20 years at CALPELRA, which is the largest public sector labor relations conference in the state. A copy of our most Legal Trends can be downloaded at https://www.bwslaw.com/publications/2021-legal-trends/.
Labor
Burke’s background and experience in collective bargaining and labor matters is extensive. We regularly represent numerous public sector clients of all sizes in all aspects of labor work, including collective bargaining, impasse procedures (including mediation, interest arbitration and fact-finding), grievances, PERB hearings, and arbitrations.
Labor Negotiations
Our representation of public agencies in labor contrac t negotiations encompasses identifying issues to bargain, recommending, drafting, and revising proposals, establishing parameters with the client, serving as our clients’ lead negotiator (or in a supporting role if that better suits the client), briefing a nd taking policy direction from decision -making boards, coordinating public relations efforts to support the bargaining strategy, overseeing completion of final MOUs, and training managers regarding implementation of the revised MOUs. When necessary, we al so lead the agency through the impasse and fact-finding.
After discussions with the management, we will develop and propose a negotiation procedure that best meets the employer’s needs. Burke has the experience and capacity to provide all of 171 of 582
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the services needed to complete negotiations, including but not limited to preparation of salary surveys, obtaining MOUs from comparable agencies, preparation of proposals for bargaining, presentations to the Board, etc. We tailor our approach to meet the needs of the employer. We are equally comfortable serving as lead negotiator, legal advisor at the table, or behind -the- scenes support.
As lead negotiators for public agencies, our attorneys are known state -wide for their creative and effective negotiation skills. Burk e labor attorneys have developed a negotiating process for public agencies that focuses not only on the agreement itself, but also on an agreement that complements the on-going union-management relationship. We pride ourselves on our ability to enhance the relationship through the bargaining process, rather than to strain that relationship, even when negotiating about difficult issues.
Employment Litigation and Administrative Proceedings
One of our many s trengths is the true depth and breadth of our experi enced trial attorneys and public agency advocates. Members of the proposed team have tried cases to verdict in counties throughout the state. In addition, we have handled dozens of arbitrations, administrative hearings and complex writs. As reflected in the experience of the members of the proposed team, Burke represents its clients in both federal and state courts, administrative and governmental agency proceedings, arbitrations, and appeals. We also represent employers in disciplinary, grievance, and benefit proceedings. Each proposed member of the team has personally handled numerous employment discriminatio n and other employment matters. We have, time and time again, achieved superb results for our clients, through dismissals (e.g. demurrer, summar y judgment), trial verdicts, and appellate decisions.
Collectively, the members of our proposed team have handled hundreds of cases in state and federal court, and have tried approximately two hundred cases to jury verdict. In addition, we have handled several hundred administrative hearings, writs and appeals.
Our success is rooted in our commitment to building strong relationships with every member of the defense team, providing regular communication, and building consensus on the defense strategy. Un derstanding that every agency is unique, we invest time in developing a deep knowledge of the client, its mission, policies, structure and governance, practices and culture, specific rules and regulations, and expectations of defense counsel. Our familiari ty with our public agency clients’ needs and operations allows us to provide focused and effective assistance.
In litigated cases, we take a hands -on approach by personally investigating the underlying alleged incidents, interviewing key personnel, develo ping the key chronology, and ensuring all relevant evidence is preserved, as well as developing a comprehensive litigation strategy to minimize legal costs while providing an aggressive defense of our clients. We approach witness preparation with extreme care to ensure that each witness understands his/her role in the overall defense of the matter and is well -prepared and ready to provide his or her best testimony. Our well established relationships and in -depth knowledge of each of our public agency clie nts assists in formulating overall defense strategies and provides focused and effective support. Our approach to the litigation process narrows risk, eliminating issues and entire actions through targeted and effective motions and tactics. 172 of 582
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Through the fi rm’s hands-on training sessions, we train our attorneys on cutting edge litigation practices, the practical realities of litigation, and legal developments. We pride ourselves as being the firm of choice for clients facing challenging lawsuits and adminis trative hearings.
Whenever a case goes to trial, we are able to draw upon our deep talent pool to prepare the best possible case.
PROJECT PERSONNEL
Johanna N. Canlas
Johanna Canlas has over 20 years of municipal law experience and currently serves as City Attorney for the communities of Coronado and Solana Beach. She has been their City Attorney for almost a decade and a half.
An experienced and knowledgeable advisor on the full range of p ublic law issues , Johanna advises city councils , boards, commissions, and city staff in all areas of municipal law including labor and employment .
Her proactive and deft approach in identifying legal i ssues and managing risks help her clients address them early and before they result into litigation.
Johanna has represented her clients before regional, state and federal agencies. She built relationships she can draw upon to facilitate open dialogue and reach common ground when available. While Johanna provides constructive and practical legal advice to her clients, she will zealously defend City decisions when needed.
Johanna has held leadership roles and collaborates with regional and statewide organizations to stay current on the latest legal developm ents that may impact the clients. She has helped City Councils recruit, negotiate and contract with new city managers and has helped her clients navigate difficult retirement, discipline, and dismissal of employees.
Johanna is proud of the long-lasting relationships she maintains with current and former clients.
Johanna received her J.D., cum laude, from the California Western School of Law and her B.A. from the University of California, Santa Barbara. She is a member of the San Diego County Bar Association, the Lawyers Club, and the City Attorney’s Department Emergency Response Committee of CalCities (League of California Cities). Johanna is bilingual and speaks Filipino (Tagalog) fluently.
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Timothy L. Davis
Timothy Davis is an equity partner of Burke and serves as Chair of Burke’s Labor and Employment Law Practice Group. He has been with Burke his entire legal career, starting at the firm as a summer clerk in 1994. Tim has negotiated numerous labor agreements between cities and their employee groups , including police, fire, general employees, and management groups. Tim is also an experienced trial lawyer and has represented public employers in a variety of lawsuits. Additionally, his practice includes internal investigations of employment complaint s involving discrimination and harassment, as well as grievances. He also trains Human Resources professionals and managers regarding proper investigation techniques. Tim’s practice includes development of personnel rules and policies including discipline and grievance procedures, and the investigation of grievances. He advises management clients on labor and employment law compliance matters. He has also served as legal adviser during grievance proceedings. Tim’s reported decisions include Alhambra Police Officers Association v. City of Alhambra, (2003) 113 Cal.App.4th, 413.
Tim has served as a lead negotiator in collective bargaining for the cities of San Diego, Roseville, Oakland (2009), Santa Cruz, Tracy, Rohnert Park, San Rafael, Burlingame, the Santa Cruz Port District, and he has advised numerous cities and public agencies throughout the state of California on collective bargaining issues.
Tim received his B.A. degree cum laude in Integral Studies from Saint Mary ’s College of California in 1992 and his J.D. degree from the University of the Pacific, McGeorge School of Law in 1995.
Susan E. Coleman
For over 28 years, Susan Coleman has represented agencies and law enforcement officials in over 50 civil jury trials in federal and state courts throughout California , with very successful results. Susan is an associate of the American Board of Trial Advocates (ABOTA ). Susan worked for the Department of Justice, Office of the Attorney General, for over 13 years. Since then, she has represented v arious law enforcement agencies and their employees including but not limited to the State of California Department of Corrections; the cities of Modesto, Newport Beach, Simi Valley, Burbank, Hemet, Alhambra, Riverside, Oxnard, Pasadena and Los Angeles; the counties of Kern, San Bernardino and San Diego; and The Regents of the University of California. She specializes in civil rights and employment litigation defense.
Susan also has extensive experience with class action litigation, including several clas s actions on behalf of the Department of Corrections. She represented the Board of Parole Hearings in a lengthy bench trial involving the Americans with Disabilities Act (Armstrong v. Davis). Within the last few years, Susan has defeated class certificat ion in two potential class action cases 174 of 582
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involving multiple law enforcement agencies (LAPD/CDCR), and another involving an ankle - monitoring company , and she and Nate Oyster resolved a class action by LGBT inmates against West Valley Detention Center in San Bernardino County.
Lisa W. Lee
Lisa Lee has over 25 years of litigation experience and a strong background in constitutional law/civil rights litigation, employment litigation and criminal law. She is a trial lawyer who has successfully represented indiv iduals, businesses, police officers and governmental entities in more than 90 jury trials throughout California.
Before joining Burke, Lisa worked as a Deputy City Attorney with the Los Angeles City Attorney’s Office in the Police Unit for six years representing Los Angeles Police Department officers, as well as the Los Angeles Police Department and City of Los Angeles, in a variety of police civil rights matters in both state and federal court. She successfully litigated and tried numerous use of force matters, including officer involved shootings.
Prior to the City Attorney’s Office, Lisa worked in private practice handling contracts and employment issues, and she began her career at the Ventura County District Attorney’s office and Maui Prosecutors’ Office prosecuting sex crimes and homicides.
Gena B. Burns
Gena Burns is a senior associate with Burke and has been practicing law for over 10 years. She graduated cum laude from UC Hastings, School of Law in 2010 and received her B.A. from the University of California, San Diego. She is a member of the City Attorneys Association of San Diego, the San Diego County Bar Association and the California Public Employers Labor Relations Association.
Gena has specialized in labor and em ployment law for the entirety of her legal career, with a focus on public sector employment law. She has helped guide cities and other public agencies on matters concerning equal employment opportunity laws, disability and family medical leave, sexual har assment, workplace violence, public employee benefits and retirement, employee discipline and disciplinary arbitrations, collective bargaining processes, and interpretation of labor contracts. Gena has represented clients in both state and federal court a nd has litigated several wage and hour cases, including FLSA violations. She conducts and oversees workplace investigations of all types.
Gena has extensive experience representing clients at hearings, such as before the Public Employment Relations Board, and at administrative arbitrations and disciplinary hearings. She has expertise in employee disciplinary matters, including those involving police officers and firefighters. She has also served as the legal advisor to several personnel boards and commissions. In fact, over the past year, she has worked closely with the City of National City as the legal advisor to the Civil Service Commission.
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Gena has served as lead the lead negotiator for cities throughout California.
Gena has become a trusted adviser to many agencies in San Diego County, including the Cities of Coronado and the Solana Beach. City staff can always pick up the telephone and reach Gena to discuss the latest labor and employment legal developments or even for a sounding board. Gena is looking forward to developing a thriving relationship with the City and providing exceptional service.
For the past four years, Gena has volunteered to edit The Municipal Law Handbook . She has also delivered trainings to the League of California Cities and to the California JPIA. She also enjoys using her experience and knowledge to provide a variety workplace trainings.
SCHEDULE OF RATES
Burke’s rate schedule is included in a sealed envelope and submitted with this proposal.
REFERENCES
We are proud of our service record with our clients. We encourage you to contact the existing client references listed below about the merits of Burke, its personnel, and its services.
Client References
Client Name and Address Contact | Tel | Email
City of Coronado
1825 Strand Way
Coronado, CA 92118
Tina Friend, City Manager
619.522.7337 (office)
[email protected]
Blair King, former City Manager for the City of
Coronado, current City Manager for the City
of Bainbridge Island, WA
206.842.2545
[email protected]
City of Solana Beach
635 S Highway 101
Solana Beach, CA 92075
Gregory Wade, City Manager
858.720.2431 (office)
[email protected]
David Ott, Retired City Manager
858.354.1858
[email protected]
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Scott Chadwick, City Manager
760.434.4670
[email protected]
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Client Name and Address Contact | Tel | Email
County of San Diego
1600 Pacific Coast Hwy, Ste 355
San Diego, CA 92101
Lonnie Eldridge, County Counsel
619.531.4860
[email protected]
City of Newport Beach
100 Civic Center Drive
Newport Beach, CA 92660
Aaron Harp, City Attorney
949.644.3309
[email protected]
Union/Employee Representative References
Name and Address Contact | Tel | Email
Law Offices of James J. Cunningham, A.P.C.
10405 San Diego Mission Road, Suite 201
San Diego, CA 92108
James Cunningham
858.693.8833
[email protected]
Castillo Harper
6848 Magnolia Ave., #200
Riverside, CA 92506
Tiffany Moran, Labor Representative
909.466.5600
[email protected]
ADDITIONAL INFORMATION
Burke, Williams & Sorensen, LLP is a California limited liability partnership. Burke is comprised of 25 owners under the leadership of a Management Committee and Managing Partner. Firm management includes owners who practice substantially or entirely in the area of municipal law, and the firm has a longstanding commitment to the needs of its municipal clients. Details of our firm are listed below.
Firm Name Burke, Williams & Sorensen, LLP
Founded 1927
Point of Contact and Local Office Address Johanna N. Canlas Burke, Williams & Sorensen, LLP
501 West Broadway, Suite 1600
San Diego, California 92101
Tel: 619.814.5813
Email: [email protected]
Number of Attorneys/Staff 136/60
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Headquarters Office Burke, Williams & Sorensen, LLP
444 South Flower Street, Suite 2400
Los Angeles, California 90071
Tel: 213.236.0600 | Fax: 213.236.2700
Additional Firm Offices
Inland Empire
1770 Iowa Avenue, Suite 240
Riverside, California 92507
Tel: 951.788.0100 | Fax: 951.788.5785
San Francisco
1 California Street, Suite 3050
San Francisco, California 94111
Tel: 415.655.8100 | Fax: 415.655.8099
Oakland
1901 Harrison Street, Suite 900
Oakland, California 94612
Tel: 510.273.8780 | Fax: 510.839.9104
Silicon Valley
60 South Market Street, Suite 1000
San Jose, California 95113
Tel: 408.606.6300 | Fax: 408.606.6333
Orange County
1851 East First Street, Suite 1550
Santa Ana, California 92705
Tel: 949.863.3363 | Fax: 949.863.3350
San Rafael
181 Third Street, Suite 200
San Rafael, California 94901
Tel: 415.755.2600 | Fax: 415.482.7542
Palm Desert
73-929 Larrea Street, Suite 4A
Palm Desert, California 92260
Tel: 760.776.5600 | Fax: 760.776.5602
Ventura County
2310 East Ponderosa Drive, Suite 25
Camarillo, California 93010
Tel: 805.987.3468 | Fax: 805.482.9834
Ability to Provide Local Service
If selected, Burke would serve the City primarily from its office in San Diego, where Johanna Canlas, Gena Burns and Susan Coleman are based.
In addition, regardless of office location, modern technologies affords us many platforms to allow contact as needed, whether by video conferencing, teleconferencing, or basic cell phone, email, or texts. The proposed core team will be readily available and accessible to the City at all reasonable times.
Principals and Officers of the Firm
A list of Burke’s equity partners and officers is below.
Name and Title Telephone Email
Gregory R. Aker 510.903.8829 [email protected]
Daphne M. Anneet 213.236.2802 [email protected]
Mark J. Austin 949.265.3418 [email protected]
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Name and Title Telephone Email
Susan E. Bloch 510.903.8809 [email protected]
Susan E. Coleman 619.814.5803 [email protected]
Melissa M. Cowan 213.236.2829 [email protected]
Douglas W. Dal Cielo 408.606.6318 [email protected]
Timothy L. Davis 408.606.6317 [email protected]
Thomas D. Jex 951.801.6612 [email protected]
Cheryl Johnson-Hartwell 213.236.2811 [email protected] Michelle Marchetta Kenyon 510.273.8774 [email protected] Jack P. Lipton, Ph.D. 213.236.2817 [email protected]
Daniel W. Maguire 213.236.2801 [email protected]
Joseph M. Montes 213.236.2736 [email protected]
Elizabeth M. Pappy 408.606.6305 [email protected]
Brian A. Pierik 805.437.4407 [email protected]
Gerald J. Ramiza 510.273.8723 [email protected]
Anna C. Shimko 415.655.8115 [email protected]
Kevin D. Siegel 510.903.8806 [email protected]
Alan A. Sozio 213.236.2819 [email protected]
Benjamin L. Stock 415.755.2605 [email protected]
Gregory B. Thomas 510.903.8862 [email protected]
Eric S. Vail 951.801.6625 [email protected]
John J. Welsh 213.236.2818 [email protected]
Samantha W. Zutler 415.655.8113 [email protected]
Years Providing Labor Law Services
Burke, Williams & Sorensen, LLP has been providing labor law services to municipalities for over 40 years.
Customer Service and Quality Assurance Philosophy
Our clients’ needs are the driving purpose behind our philosophy on the provision of legal services. We are acutely aware that the legal profession is a service industry. As such, our first priority is to develop the working relationship that works best for the City.
The overriding determinant in the relationship has to be the client’s desire — what does the City of National City want? The surest way to ensure productive working relationships is to establish the ground rules at the outset — who can authorize work, what the limits are of such authorization, who needs to be copied on the work, when the work needs to be completed, etc.
Johanna Canlas will sit down with the City Attorney to establish those ground rules. Once established, ongoing communication is key to ensuring expectations are met and to the City’s satisfaction.
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The City Attorney or his designee will have telephonic access to the necessary team members at all times, and other Burke attorneys working for the City will coordinate with the City Attorney and appropriate staff to ensure prompt responses to communications.
It is our goal to provide a substantive response to routine questions immediately when possible and at all times within 48 hours. When a response requires additional research or review of documents, a response time will be arranged to fit the needs of the City. Typically, our average response time for more involved matters is between three and seven business days. There is no average time to perform substantive tasks like drafting agreements or modifying ordinances, as each of these situations differs in complexity and exigency. With this type of work, our goal is to respond to the City’s needs in a way that is efficient but also provides an excellent work product.
Burke attorneys utilize smartphones, tablets, laptops, and the firm’s remote server to seamlessly work from any location. The physical location of Burke’s attorneys presents no barrier to timely responses.
Education on Best Practices
In recognition of our expertise, our attorneys are regularly invited to presen t at training conferences hosted by agencies such as the California Public Employers Labor Relations Association (CALPELRA), CalCities (the League of California Cities), California Joint Powers Insurance Authority (CJPIA), International Public Management A ssociation for Human Resources (IPMA -HR), California Special Districts Association (CSDA), Southern California Labor Relations Council, and the Los Angeles and Orange County Bar Associations.
We also publish educational materials. In addition to publish ing legal updates and authoring articles for publication by other agencies, Burke’s labor and employment team publishes Legal Trends, which is an annually -updated treatise on California labor and employment law. Legal Trends has been distributed for over 20 years at CALPELRA, which is the largest public sector labor relations conference in the state.
Legal Research/Legislative Updates
We keep abreast of the ever-changing legal landscape, and we advise our clients of changes to be aware of in a variety of ways, depending on the circumstances. At times, it may be a phone call to advise the City Manager, City Attorney, or designee on recent developments in a pending litigation. At others, a more detailed notice is warranted. It is our practice to keep in regular communication with our clients and to be closely attuned to the issues each specific client faces.
When significant dev elopments occur that are relevant to all public sector employers, we frequently prepare a generic notice and then follow-up with each individual client to discuss how the development is relevant to the specific public agency.
To keep our public agency clients abreast of new and pending legislation and case law that may be applicable to their circumstances, we send electronic notices to inform our clients of legal hot topics.
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Burke also publishes the widely circulated Legal Trends, an annual publication that summarizes the key developments in labor and employment law, especially designed for employers in the public sector.
Burke’s Commitment to Diversity
To promote greater diversity and inclusion, Burke established a Diversity, Equity & Inclusion Committee. The DEI Committee has an independent annual operating budget, reports directly to the Firm’s Management Committee, and provides regular updates to the Firm’s Ownership. The DEI Committee has established four areas of emphasis, each of which has a subco mmittee:
(1) Education; (2) Recruitment; (3) Retention and Employee Morale; and (4) Civic Engagement.
Participation in the DEI initiative has flourished, with lawyers and professional staff volunteering to chair sub -committees and ad hoc working groups add ressing issues of specific interest to them. In 2021, more than one -third of the firm actively engaged in committee work and firm attendance at DEI events averaged 60-75%. With the entire firm working remotely for the better part of 2021, the DEI initiati ve played a key role in creating pathways for collaboration, connection, learning and support.
As of March 23, 2022, 22% of Burke’s entire attorney team are people of color and 46% are women; 15% of Burke’s non -owner partners identify as members of underre presented groups and 42% women; and 16% of the equity partners are people of color and 36% women. 40% of Burke’s professional administrative team are people of color and 77% women. 3 of the 5 members of the firm’s Management Committee are women and/or a m ember of an underrepresented group.
The 4-person Personnel Committee is chaired by a person of color and has 2 female committee members.
Our Chief Administrative Officer is a woman and all of the firm’s administrative managers are women or identify as non-white.
In the previous 6 years, 7 of the 14 attorneys elevated to equity partner were women. Collectively, 55% of the firm’s attorneys are women and members of underrepresented communities.
Overall, 66% of the firm is comprised of women and people of color.
Burke is also a signatory of the 2021 San Diego County Bar Association’s Diversity Pledge and is committed to elevating underrepresented attorneys in management and leadership. By signing this pledge, Burke has committed to complete a survey each y ear that describes progress towards achieving the following goals:
hiring and retaining entry-level and lateral attorneys who substantially represent the diversity of the population of the County of San Diego and the surrounding region; 181 of 582
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promoting Underrepresented Attorneys to management, supervisory, executive, leadership, and similar senior positions;
consider the participation of Underrepresented Attorneys who will staff a matter on behalf of the outside law firm; and
regularly and actively participate in diversity and inclusion events, volunteer initiatives, and diversity pathway programs organized by the San Diego County Bar Association (SDCBA), SDCBA’s Committee on Diversity and Inclusion (CDI), affinity bar associations, and other law-related organizations.
CONCLUSION
Burke has the experience, dedication, and resources to serve the City’s needs ethically, efficiently, and cost-effectively. We will be happy to provide you with any additional information you require about our firm and welcome the oppo rtunity to meet face-to-face to discuss Burke’s capabilities and readiness to represent the City of National City . We appreciate your consideration of our proposal.
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ATTACHMENT A – RESUMES
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PRACTICE GROUPS
Environmental, Land Use, and Natural
Resources
Labor and Employment
Litigation
Public
Real Estate and Business
EDUCATION
J.D., cum laude, California Western
School of Law
B.A., University of California, Santa
Barbara
ADMISSIONS
State Bar of California
United States District Court for the
Southern District of California
AFFILIATIONS
San Diego County Bar Association
Lawyers Club
League of California Cities, City Attorney’s
Department Ad Hoc Emergency Response
Committee
Johanna N. Canlas
Partner
San Diego [email protected]
501 West Broadway, Suite 1600 619.814.5813 D
San Diego, California 92101 619.814.6799 T
Johanna Canlas cu rrently serves as City Attorney for the cities of Solana Beach and Coronado. She is General Counsel of the successor agencies to the Community Development Agency for the City of Coronado and the Solana Beach Redevelopment Agency. Johanna is also General Counsel to Solana Energy Alliance (SEA), the first Community Choice Energy in the San Diego region. Johanna serves as General Counsel to SBCS Corporation fka South Bay Community Services, a community -based nonprofit organization providing a comprehensive r ange of services for children, youth, and families in San Diego county.
Johanna represents clients in all matters affecting public agency and non - profit governance, from day - to-day decision-making and operations to long - term policy implementation. These i nclude zoning and planning, environmental review and compliance, public contracting, labor and employment, real estate transactions, and intergovernmental relations.
Johanna is active with the League of California Cities and is a current member of the Cit y Attorney’s Department Ad Hoc Emergency Response Committee. She also served as the San Diego County Division Representative to the Legal Advocacy Committee. She is a past president of the City Attorneys Association of San Diego.
As a former prosecutor, Jo hanna has invaluable jury and court trial experience prosecuting California state and local municipal code violations.
In addition to employing all judicial remedies available, she implemented and incorporated restorative justice and creative sentencing s olutions to address the root causes of quality of life issues affecting local communities.
Johanna has proven an effective advocate for clients. She has represented them before regional boards, state permitting agencies, and federal regulatory bodies. Sh e prioritizes her relationships with clients, many of which span more than a decade.
RESULTS
Haro v. City of Solana Beach, 195 Cal.App.4th 542 (2011)
INSIGHTS
Presentations
“Avoiding Disastrous Responses to a Disaster: Recurring Topics During COVID-19,” League of California Cities, October 16, 2020.
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PRACTICE GROUPS
Labor and Employment
Litigation
Public
EDUCATION
J.D., University of the Pacific, McGeorge
School of Law, 1995
B.A., cum laude, Integral Studies, Saint
Mary's College of California, 1992
ADMISSIONS
State Bar of California
United States District Court for the Central
District of California
Timothy L. Davis
Partner
Pronouns: he, him, his
Silicon Valley [email protected]
60 South Market Street, Suite 1000 408.606.6317 D
San Jose, California 95113 408.606.6300 T
Timothy Davis is a partner in Burke, Williams & Sorensen's Silicon Valley office and is Chair of the firm's Labor and Employment Law practice group.
Tim has tried to verdict employment cases in both federal and state court, and has conducted over 70 employment arbitrations. Tim routinely defends employers in litigation matters in actions involving state and federal law, such as Title VII, the California Fair Employment and Housing Act, Americans with Disability Act, Age Discrimination and Employment Act, Family and Medical Leave Act, California Family Rights Act, California Pregnancy Disability Act, Public Safety Officers Procedural Bill of Rights, and wage and hour issues, including wage and hour class actions. He has represented employers in claims of wrongful termination, breach of fiduciary duty, breach of loyalty, unlawful interference with prospective economic advantage, unfair competition, and constitutional rights violations. His practice also includes the representation of employers before state, federal, and local administrative proceedings, including the Department of Labor, local civil service commissions, PERB, EEOC, and OSHA. Tim's reported decisions include Alhambra Police Officers Association v. City of Alhambra , (2003) 113 Cal.App.4th, 413.
Tim also represents both public and private employers as a lead negotiator during collective bargaining with their employee groups , including police, fire, general emplo yees, and management groups. Additionally, his practice includes internal investigations of employment complaints involving discrimination and harassment, as well as the presentation of seminars on how to prevent discrimination and harassment and investig ate allegations of discrimination and harassment. He also trains human resources professionals and managers regarding proper investigation techniques. His practice includes development of personnel rules and policies including discipline and grievance pr ocedures, and the investigation of grievances. He advises management clients on labor and employment law compliance matters. He has also served as legal advisor during grievance proceedings.
Tim's commitment and experience in public law began in law scho ol, where he co-authored the article, "Does a Public Law Attorney Owe a Duty to Third Parties?" which appeared in the Summer 1994 issue of the Public Law Journal.
RESULTS
Torrance et al. v. City of Alhambra. Public Safety Officers Procedural Bill of Right s litigation. Prevailed at trial; employee writ and request for injunction denied; affirmed on appeal.
Flannagan v. City of Alhambra . Police First Amendment litigation.
Federal jury trial verdict for plaintiff limited to $8,000 damages.
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Alhambra Police Officers Association v. City of Alhambra . Public Safety Officers Procedural Bill of Rights litigation. Prevailed at trial; affirmed on appeal.
Employment-Related Litigation
Tony Reeves v. City of Alhambra. Race discrimination litigation. Prevailed on summary judgment. Anthony Jones v. City of Alhambra. Race discrimination litigation. Prevailed on summary judgment. Earl Botke v. City of Alhambra. Race discrimination litigation. Prevailed on summary judgment. Alhambra Firefighters Association v. City of Alhambra. Employment litigation. Prevailed on summary judgment. Edith Lopez v. City of Alhambra. Police discrimination litigation - race, gender, religion. Settled at mediation. Isaac Amey v. City of South Gate, et al. Race discrimination/ harassment litigation. Settled at mediation. Sonia Clayton v. City of South Gate, et al. Pregnancy and gender discrimination litigation. Settled after mediation.
Armando Castillo v. Ventura County Community College Dist. Race and age discrimination litigation . Settled at mediation.
Ray Centeno v. Ventura County Community College District . Race discrimination and harassment litigation.
Settled at mediation.
Arbitrations Involving Public Employee Claims
Peter Nava v. City of Alhambra. Wrongful termination ar bitration. Prevailed at arbitration; employee writ denied; affirmed on appeal.
Daniel Humphreys v. City of Alhambra. Wrongful termination arbitration. Prevailed at arbitration; employee writ denied.
Philip Sheriden v. City of Alhambra. Wrongful termination. Prevailed at arbitration; employee writ denied. Pfau v. City of Alhambra . Employment arbitration. Prevailed at arbitration. Jose Feliciano v. City of Glendale. Wrongful demotion arbitration. Prevailed at arbitration. Mike Briedert v. City of Santa Clarita. Wrongful termination. Prevailed at arbitration. R.P. Brar v. City of Banning. Wrongful termination. Prevailed at arbitration; writ of mandate denied. Cecelia Costlano v. City of Moorpark . Wrongful suspension and wrongful termination. Prevailed at arbitration on both matters.
Celia Hernandez v. City of Moorpark. Wrongful termination arbitration. Prevailed at arbitration. Anthony Smith v. City of Chino Hills. Wrongful termination arbitration. Prevailed at arbitration. Michael Johnson v. Port Hueneme. Wrongful termination arbitration. Prevailed at arbitration John Harbor v. City of Santa Paula. Wrongful termination. Prevailed at arbitration Larry Blinn v. Port Hueneme. Wrongful termination. Prevailed at arbitration. Israel Reyes v. Port Hueneme. Wrongful termination. Prevailed at arbitration. Myrna Kassack v. City of Hemet. Termination. Prevailed at arbitration; upheld on writ before in Superior Ct.
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Timothy L. Davis
INSIGHTS
Presentations
“Health Insurance Opt -Outs After the Af fordable Care Act and Flores v. City of San Gabriel Decision, ” County Counsels' Association of California Employment Law Conference, Santa Barbara, November 2016 “Essentials of Workplace Investigations, ” CALPELRA Annual Training Conference, Monterey Confer ence Center, November 2016
“Firefighters Procedural Bill of Rights and the Police Officer Bill of Rights: At the Intersection of Labor Relations and POBR/FPBRA,” CALPELRA Annual Training Conference, Monterey Conference Center, October 2015 “Going with the Flow: Managing Multiple Bargaining Units to Obtain Optimal Settlements, ” CALPELRA Annual Training Conference, Monterey Conference Center, November 2014 “Preparing for Factfinding: Tools to Navigate the Impasse Process Under the MMBA, ” CALPELRA Annual Tr aining Conference, Monterey Conference Center, November 20, 2013 “Preparing for Factfinding: Tools to Navigate the Impasse Process Under the MMBA, ” County Counsels Association of California Employment Law Fall Conference, November 7, 2013 “Negotiating Changes to Pension Benefits,” San Diego Taxpayers Association, September 12, 2013 “Predict a Better Future: Dealing with Difficult Employees, ” 2013 Western Region IPMA Annual Training Conference, May 1, 2013
“Creating Effective Documentation, ” California Joint Powers Insurance Authority's Human Resources Academy, April 23, 2013
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PRACTICE GROUPS
Labor and Employment
Litigation
Public
EDUCATION
J.D., Santa Clara University, 1994
B.A., Whitman College, 1991
ADMISSIONS
State Bar of California
Supreme Court of the United States
United States Court of Appeals for the
Ninth Circuit
United States District Court for the Central,
Eastern, Northern, and Southern Districts
of California
United States District Court for the District
of Colorado
AFFILIATIONS
American Board of Trial Advocates,
Associate
President, Federal Bench Executive
Committee, California State Bar – 2016,
Vice President - 2015, and member 2012-
2014
Member, Public Safety Committee,
League of California Cities, 2013 - 2014
RECOGNITIONS
“Outstanding Achievement in Client
Representation” award from Attorney
General Jerry Brown in 2006 (received by
1 person annually in the Civil section of the
CA Dept of Justice)
Fellow, Litigation Counsel of America, Trial
Lawyer Honorary Society
Susan E. Coleman
Partner
Pronouns: she, her, hers
San Diego [email protected]
501 West Broadway, Suite 1600 619.814.5800 O
San Diego, California 92101 619.814.6799 T
Los Angeles
444 South Flower Street, Suite 2400 213.236.2831 D
Los Angeles, California 90071 213.236.0600 T
Susan Coleman is a Partner at Burke, Williams & Sorensen LLP with 27 years litigation experience and a strong background in constitutional law/civil rights litigation and employment law. Susan has defended individuals and officials, governmental entities and corporations in 50 civil jury trials in federal and state courts throughout California, with very successful results (over 95% defense verdicts). Susan is an associate of the American Board of Trial Advocates (ABOTA).
Susan worked for the Department of Justice, Office of the Attorney General, for over 13 years. Since going to private practice , Susan has represented various entities such as the cities of Alhambra, Burbank, Hemet, Long Beach, Los Angeles, Modesto, Newport Beach, Pasadena, Simi Valley, Stockton and Riverside; the county of San Bernardino; the G EO Group; Management & Training Corporation; Alcohol Monitoring Systems Inc., the Bureau of Prisons, the California Department of Corrections and Rehabilitation, and those entities’ individual employees and executives.
Susan also has extensive experience with class action litigation, including several class actions on behalf of the Department of Corrections, and she represented the Board of Parole Hearings in a lengthy bench trial inv olving the Americans with Disabilities Act ( Armstrong v. Davis ). In the last few years, Susan has defeated class certification in cases for various clients.
Susan has specialties in certain unique areas of law including officer-involved shootings and oth er uses of force, alleged wrongful conviction cases and ankle-monitor related litigation (for companies such as AMS, B.I. Inc., and LCA Inc.). She also conducts personnel investigations as needed for clients.
Susan has consistently taken measures to ensure excellent representation of her clients in a cost -effective manner. For example, she recommends LVN review and summary of medical records (providing a medical expertise at a fraction of attorney billing rates); s he keeps brief banks on common areas of law in order to avoid re -inventing the wheel for each case; and she takes every effort to eliminate defendants and/or claims from the case at the earliest opportunity, prevailing on many cases at the motion to dismis s or demurrer stage. While many cases cannot be defeated at the initial motion stage, Susan has had excellent results in prevailing in summary judgment and at trial. She is also in favor of, and actively pursues, measures to decrease future litigation, s uch as pursuing the award and recovery of costs after prevailing, having plaintiffs declared as vexatious litigants where appropriate, or seeking recovery of fees and costs under FRCP 41(d) for prior lawsuits when there are successive similar lawsuits.
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Susan E. Coleman
During law school, Susan served as Articles Editor for the Santa Clara Law Review. In addition, she held a clerkship for the California Court of Appeal, Fourth District for Justice J. Smith. After obtaining her J.D., Susan attended San Francisco State University’s Master’s in Tax program from 1994-1996, completing all but thesis.
RESULTS
Yadkouri v. Walmart, LA Superior Court , Case No. BC620135, verdict on 10/1 5/19. Opposing counsel: David DeRubertis and Amir Mostafavi of The deRubertis Law Firm. Issues: gender, age, race, and national origin discrimination, failure to prevent discrimination, and wrongful termination. Defendant: Walmart Stores, Inc. Tedrick v. Walmart , LA Superior Court, Case No. BC58996, verdict on 5/19/2017. Opposing counsel: Irving Morris, Carney Shegarian. Issues: gender discrimination, wrongful termination, failure to prevent discrimination.
Defendant: Walmart Stores, Inc.
Branch v. Umphenour , U.S. District Court, Eastern District (Fresno). Case No. 08 -cv-016555-SAB, verdict on 1/31/2017. Issues: alleged excessive use of force and failure to protect under the Eighth Amendment.
Defendant: Officer Umphenour (employee of CDCR).
Smith v. City of Los Angeles, et al, U.S. District Court, Central District. Case No. 2:14 -cv-07435-BRO-FFM, verdict on 1/11/2017. Opposing counsel: Deirdre L. O’Connor, Catherine E. Sweetser. Issues: wrongful conviction (plaintiff spent 19 years in prison until the percipient witness to a drive -by shooting recanted his testimony), fabrication of evidence, vi olation of Brady, Manson -Biggers, and Devereaux. Defendants: Detectives Block, DePasquale (retired LAPD detectives).
Jordan, Wetmore & Moler v. County of San Bernardino , San Bernardino Superior Court, Case No.
CIVDS1411180, verdict on 10/11/2016. Opposin g counsel: Chris Gaspard, Corey Hall. Issues: whistleblower retaliation (Labor Code 1102.5), constructive discharge. Defendant: County of San Bernardino, Sheriff’s Department.
Barker v. Yassine , U.S. District Court, Eastern District (Sacramento). Case N o. 11 -cv-00246-AC, verdict on 8/24/2016. Opposing counsel: Stephanie Ross, Scott Lynn Hubbard of the Disabled Advocacy Group. Issues:
alleged excessive use of force on a disabled inmate. Defendant: Officer Yassine (employee of CDCR). Wabakken v. CDCR, et al., U.S.District Court, Central District, Case No .12 -cv-01503-GW, verdict on 8/02/2016.
Opposing counsel: Derek Anderson. Issues: whistleblower retaliation (Govt Code), wrongful termination, First Amendment retaliation. Defendant: Officer Morgan (retired CDCR correctional officer). Cordero v. Officer Vaeoso, et al ., U.S. District Court, Central District, Case No. 10 -cv-01935-PJW, verdict on December 11, 2015. Opposing counsel: Darrin Beffa, Jodie Cheng, Karen Younkins, and Jason Kelly of Kirklan d & Ellis, LLOP. Issues: alleged excessive use of force under the Fourth Amendment, failure to intervene, and conspiracy. Defendants: Officers Caballero, Flores, and Vaeoso (employees of Hemet Police Department).
INSIGHTS
Presentations
“Gender Issues f rom the Law and Order Perspective,” League of California Cities Spring City Attorney’s Conference, May 4, 2018, co-presented with Beverly Hills Police Chief Donna Spagnoli “Winning Trial Practices: How to Tackle Your Opponent’s Expert Through Cross -Examination,” Beverly Hills Bar Association, December 6, 2016
“When Criminal and Civil Litigation Collide: How to Protect Civil Clients from Criminal Mistakes, ” League of California Cities Annual Conference, September 20, 2013
“Police Liability: Use of Force Lawsuits,” ICRMA – Police Chiefs’ Forum, March 12, 2013 “Police Liability: Use of Force Lawsuits, ” California Association of Joint Power Authorities (CAJPA), Litigation, Insurance and Tort Liability Program, Sacramento November 7, 2012, Orange County Novembe r 14, 2012
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Susan E. Coleman
State Court Practitioners' Playbook for Mastering Federal Court, The State Bar of California 85th Annual Meeting, October 13, 2012, Panel Presentation with civil rights plaintiff’s attorney Brian Dunn and U.S. District Court Judge Lucy Koh
Guide to Understanding Use of Force Lawsuits, League of California Cities Annual Conference, September 6, 2012, Panel Presentation with City of Los Angeles Chief Assistant City Attorney Gary Geuss and San Bernardino County Undersheriff Robert Fonzi
Publications
Editor and Contributor to Monthly Newsletter regarding law enforcement liability issues, “ Burke Beat” on firm website at www.bwslaw.com (formerly “Prison Break”)
“Negotiating Prison Hunger Strikes? Just Say No,” Public Law Journal, Vol. 35, No. 1 (Winter 2012) “Protecting Landlord Control of Transfers: The Status of Sole Discretion Clauses in California Commercial Leases,” Santa Clara University Law Review, Vol. 35, No. 3, Spring 1995 Stormy Seas?: New Oil Pollu tion Laws of the West Coast States, Santa Clara University Law Review , Vol. 34, No. 3, Spring 1994
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PRACTICE GROUPS
Litigation
Law Enforcement Defense
Labor and Employment
EDUCATION
J.D., McGeorge School of Law, 1996
B.A., San Jose State University, 1993
ADMISSIONS
State Bar of California
Hawaii State Bar
United States Court of Appeals for the
Ninth Circuit
United States District Court for the Central
District of California
Lisa W. Lee
Partner
Los Angeles [email protected]
444 South Flower Street, Suite 2400 213.236.2744 D
Los Angeles, California 90071 213.236.0600 T
Lisa Lee is a partner at Burke, Williams & Sorenson, LLP with over 25 years of litigation experience and a strong background in constitutional law/civil rights litigation, contract litigation, employment litig ation and criminal law. She is a trial lawyer who has successfully represented individuals, businesses, police officers and governmental entities in more than 90 jury trials throughout California.
Lisa worked as a Deputy City Attorney with the Los Angeles City Attorney’s Office for six years representing Los Angeles Police Department officers, as well as the Los Angeles Police Department and City of Los Angeles, in a variety of police civil rights matters in both state and federal court. She successfully litigated and tried use of force matters, including officer involved shootings.
Lisa spent nine years in general civil practice where she served as advisory counsel for small businesses, as well as successfully litigating tort, contract and employment liti gation matters . Lisa also provided administrative, legal compliance and regulatory advice for business clients, including ordinance and municipal code matters.
Lisa was a criminal prosecutor for nine years with the Ventura County District Attorney’s Office and the Office of the Prosecuting Attorney in Maui, Hawaii where she prosecuted sex crimes, homicides, and serious and violent felonies. She also investigated officer involved shootings and provided training for new prosecutors and law enforcement.
Lisa is dedicated to providing her clients with zealous and cost -effective representation. She has routinely and successfully resolved many cases without the necessity for trial by utilizing assertive case strategies which drive down the settlement value of mat ters. Lisa has also obtained favorable results for her clients through pretrial motions, including motions for summary judgment.
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PRACTICE GROUPS
Labor and Employment
Public
EDUCATION
J.D., University of California, Hastings
College of the Law, 2010
B.A., University of California, San Diego,
2003
ADMISSIONS
State Bar of California
United States Court of Appeals for the
Ninth Circuit
United States District Court for the Central
District of California
United States District Court for the Eastern
District of California
United States District Court for the
Northern District of California
United States District Court for the
Southern District of California
AFFILIATIONS
California Public Employers Relations
Association
City Attorneys Association of San Diego
Gena B. Burns
Senior Associate
San Diego [email protected]
501 West Broadway, Suite 1600 619.814.5820 D
San Diego, California 92101 619.814.6799 T
Pronouns: she, her, hers
Gena Burns is a senior associate in Burke's Labor and Employment and Public Law Practice Group s. Gena provides advice and assistance to the firm’s clients regarding all aspects of labor and employment law.
Gena regularly advises clients and litigates matters concerning equal employment opportunity laws, disability and family medical leave, wage and hour issues (including class actions and PAGA claims), sexual harassment, workplace violence, public employee benefits and retirement, employee discipline and disciplinary arbitrations, collective bargaining processes, and interpretation of labor contracts. She has represented clients in both state and federal court.
Gena has extensive experience with employee disciplinary hearings and has served as counsel to the San Diego County Civil Service Commission. Gena has also served as lead negotiator for public agencies. She has suc cessfully handled cases before the Public Employment Relations Board and the National Labor Relations Board. Gena has experience counseling clients with respect to workplace and compliance issues including employee terminations, reductions-in-force, the Meyers-Milias-Brown Act, CalPERS, the Public Safety Officers Procedural Bill of Rights Act and the Firefighter s Procedural Bill of Rights Act. She has developed handbooks and regularly reviews and drafts personnel policies and procedures. Gena delivers tr aining on labor and employment related matters. Gena conducts independent investigations of complaints involving discrimination, harassment, re taliation, and workplace misconduct.
Gena graduated cum laude from the University of California, Hastings College of the Law. While in law school, she was a member of the UC Hastings Business Law Journal and studied at the University of Leiden in the Netherlands.
RESULTS
Gena obtained a favorable published ruling from the Fourth Appellate District Court of Appeal i n Southcott v. Julian -Cuyamaca Fire Protection, 32 Cal.App.5th 1020 (2019).
Publications
“Harsh Lessons From the Rule 26 Trenches”, Orange County Association of Business Trial Lawyers, Vol. XIV, No. 4; law360.com, January 2013.
Reviewer, The California Municipal Law Handbook, 2017-2020.
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w w w . b w s l a w . c o m
8 0 0 . 3 3 3 . 4 2 9 7
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Exhibit B
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Schedule of Rates to Provide Employment Legal Services
to the City of National City
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Schedule of Rates to Provide Employment Legal Services
to the City of National City
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RESOLUTION NO. 2022 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT
FOR EMPLOYMENT AND LABOR LAW LEGAL SERVICES WITH BURKE WILLIAMS & SORENSEN, LLP IN THE NOT-TO-EXCEED AMOUNT OF $50,000.00.
WHEREAS, the City of National City (“City”) engages outside legal support for specialized areas; and
WHEREAS, on April 5, 2022, the City Council approved Resolution No. 2022 – 49 authorizing the City Attorney’s Office to issue a Request for Qualifications (“RFQ”) for Employment and Labor Law legal services. The RFQ for Employment and Labor Law legal services was advertised by the City on April 6, 2022 with a deadline of May 5, 2022.
By the deadline, 8 responses were received in total; and
WHEREAS, City staff recommends City Council authorize the City Manager to execute an Agreement for Employment and Labor Law legal services with Burke Williams & Sorensen, LLP in the not-to-exceed amount of $50,000.00.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Approves and authorizes the City Manager to execute an Agreement for Employment and Labor Law legal services with Burke Williams & Sorensen, LLP in the not-to-exceed amount of $50,000.00.
Section 2: The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022.
Alejandra Sotelo-Solis, Mayor
ATTEST:
Luz Molina, City Clerk
APPROVED AS TO FORM:
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California, authorizing the Mayor to execute an Agreement with Olivarez Madruga Law Organization, LLP for Employment and Labor Legal Services. (City Attorney)
Please scroll down to view the backup material.
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CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
ITEM TITLE:
PREPARED BY: DEPARTMENT:
PHONE:
EXPLANATION:
APPROVED BY:
AGENDA ITEM NO. MEETING DATE:
ENVIRONMENTAL REVIEW:
FINANCIAL STATEMENT: APPROVED: Finance
ORDINANCE: INTRODUCTION:
ACCOUNT NO.
STAFF RECOMMENDATION:
BOARD / COMMISSION RECOMMENDATION:
ATTACHMENTS:
_____________
6/21/2022
Resolution of the City Council of the Cit y of National City, California, authorizing the City Manager to execute an agreement with Olivarez Madruga Law Organization, LLP for Employment and Labor Legal Services.
City Attorney
Explanation is attached.
Charles E. Bell, Jr., City Attorney
• Staff Report
• Request for Qualifications
• Agreement
• Resolution
This action does not constitute a project under California Environmental Quality Act (CEQA) Guidelines Section 15378(b)(2).
FINAL ADOPTION:
APPROVED: ________________ MIS
HR Professional Services Expenditures:
001-407-083-200
Adopt Resolution approving the City Manager to execute an agreement with Olivarez Madruga Law Organization, LLP for Employment and Labor Legal Services
(619) 336-4220
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CITY OF NATIONAL CITY
STAFF REPORT
DATE: June 21, 2022
TO: Mayor and City Council
FROM: Charles E. Bell, Jr., City Attorney
SUBJECT: Resolution of the City Council of the City of National City, California, authorizing the City Manager to execute an agreement with Olivarez Madruga Law Organization, LLP for Employment and Labor Legal Services. _________________________________________________________________________
The contract will provide Employment and Labor Law legal services for the City of National City (“City”). Specific responsibilities would include, but are not limited to: 1) advise the City on all aspects of labor and employment law, including disciplinary mat ters, the impacts of current and proposed legislation, and the impacts of recent or pending court rulings, 2) review and provide advice on labor and employment policies, reports, and documents, 3) draft labor and employment policy reports and documents on behalf of the City, 4) prepare training materials for City personnel, including the City Council, 5) represent the City in meetings with internal employee bargaining groups and outside agencies, such as the State of California Public Employee Relations Board (“PERB”).
On April 5, 2022, the City Council approved Resolution No. 2022 - 49 authorizing the City Attorney’s Office to issue a Request for Qualifications (“RFQ”) for Employment and Labor Law legal services. The RFQ for Employment and Labor Law legal services was advertised by the City on April 6, 2022 with a deadline of May 5, 2022. By the deadline, 8 responses were received in total.
Of the 8 responses received, the City Attorney’s Office has selected 4 to execute agreements with regarding Employm ent and Labor Law legal services. Olivarez Madruga Law Organization, LLP is one of the 4 selected by the City Attorney’s Office.
Therefore, staff recommends awarding a contract to Olivarez Madruga Law Organization, LLP in the not -to-exceed amount of $50, 000.00 for a term beginning on the effective date until June 21, 2027 . Olivarez Madruga Law Organization, LLP is a minority owned law firm composed of over 30 attorneys that have extensive experience representing municipalities and public agency clients al l while providing exemplary services. Olivarez Madruga Law 200 of 582
RFQ for Legal Counsel
Employment and Labor
REQUEST FOR QUALIFICATIONS FOR
EMPLOYMENT AND LABOR LEGAL SERVICES
1. INTRODUCTION
The City of National City (“City”) is a general law city which operates under a council - manager form of government. The City Council has an elected Mayor, Vice Mayor, and three Councilmembers who are elected at large for a term of four years. The citizens of National City also elect the City Treasurer and City Clerk.
The City Council is responsible for setting policies, enacting ordinances, adopting the budget, reviewing the General Plan, appointing committees, and appointing the City Manager and City Attorney. The City Manager is responsible for carrying out policies and ordinances of the City Council, appointing City department heads, and overseeing the day- to-day operations of the City. National City is organized into the departments of City Manager, City Clerk’s Office, City Attorney’s Office, Building, Planning, Engineering/Public Works, Finance, Fire, Police, Housing & Economic Development, Community Servic es, Information Technology, Library, Neighborhood Services, and Human Resources. The City’s total all funds budget is $107.8 million, and the workforce consists of approximately 360 employees. For more information on the City of National City, please visit their website at: www.nationalcityca.gov
2. THE COMMUNITY
The City of National City was incorporated in 1887 and is a full service, general law city serving a vibrant, socio- economically diverse community. National City’s multi- cultural population, mild climate and central location make National City a great place to live and work. The spirit of National City is a welcoming one, and the residents take great pride in its rich history and traditions, diverse cultures, dynamic and progressive atmosphere, strong community spirit, schools, neighborhoods and vibrant business districts.
National City, San Diego County’s second oldest city is centrally located in the South Bay region of the San Diego metropolitan area, in southwestern San Diego County. National City is truly “In the center of it all.” A thriving bi-national region of 5 million consumers, the City’s competitive edge is its central location, transportation network, and business industry.
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National City is positioned for prosperity, with proximit y to the San Diego Bay, US - Mexico border, downtown San Diego, international airport, rail, San Diego State University, and other colleges and universities. Adjacent to the San Diego Bay, National City can be easily accessed by interstates 5 and 805, and hi ghways 54 and 15. The San Diego Trolley and the Metropolitan Transit System (MTS) services National City 7 days a week. The robust transportation resources conveniently connect the City to the region.
National City is home to over 3,000 businesses – a remarkable number for a city with a population of slightly over 61,000. A variety of industries, ranging from small family - owned operations to multi-million-dollar corporations can be found in National City. The National City Marine Terminal, part of the Unified Port of San Diego, is the most advanced vehicle import and export facility on the West Coast, processing more than 270,000 vehicles annually. Lumber is also imported from the Pacific Northwest for construction use throughout the region. National City’s port area extends three miles along San Diego Bay and is part of the largest U.S. Navy installation on the West Coast.
National City’s 87.2 acres of park land exceeds the statewide norm. The City’s four sprawling major parks include El Toyon Park, Kimbal l Park, Las Palmas Park, and Sweetwater Heights Park, plus the National City Golf Course. The National City recreation division provides programs at the Las Palmas Olympic -sized pool as well as at six recreation centers. The City has 10 elementary schools, 2 middle schools, 1 high school, and 1 community college.
1.1. Purpose of Invitation
This Request for Qualifications (“RFQ”) is focused on obtaining the services of a professional, highly qualified attorney to lead as -needed, general legal services r egarding labor and employment law matters.
Interested and qualified firms who have demonstrated their ability at comparable work are invited to submit their qualifications.
Submittals, requests for information, or questions relative to this Request for Qualifications should be addressed to:
City Attorney
City of National City
1243 National City Blvd.
National City, CA 91950
619-336-4220
[email protected]
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1.2 Submittal Deadline
Qualifications will be accepted until May 5, 2022. The submittal must include one original and one copy.
1.3 Contract Length
The agreement will be effective on date fully executed and continue until written notice of cancellation. This Agreement may be terminated at any time by either party with sixty (60) days’ written notice to the other.
1.4 Scope of Services
The City of National City is seeking an attorney to perform the full range of services related to general legal services regarding labor and employment law matters . Specific responsibilities include, but are not limited to:
1. Advise the City on all aspects of labor and employment law, including disciplinary matters, the impacts of current and proposed legislation, and the impacts of recent or pending court rulings.
2. Review and provide advice on labor and employment policies, reports and documents and reports.
3. Draft labor and employment policies reports and documents on behalf of the City.
4. Prepare training materials for City personnel, including the City Council.
5. Provide trainings to City personnel, including the City Council.
6. Represent the City in meetings with internal employee bargaining groups and outside agencies such as the State of California Public Employee Relations Board (PERB).
2.0 SUBMITTAL REQUIREMENTS
The respondent shall follow the format specified below. Each section should be tabbed and labeled in the order shown below.
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2.1 Submittal Cover
The cover shall include the title, submittal due date, name, address, telephone and fax numbers, and e-mail address of the principal contact.
2.2 Table of Contents
The table of contents shall be complete and clear.
2.3 Cover Letter
The letter shall be brief. Any changes to the submittal format or deletions of requested material should be explained in the cover letter. The letter should also include the location of the office(s) in which the proposed attorney(s) is located.
2.4 Statement of Understanding and Proposed Methodology
The respondent shall provide a written narrative that demonstrates an understanding of this invitation and a proposed methodology for implementing the Scope of Services, provided above in Section 1.4.
2.5 Project-Related Experience
This section sha ll include examples of respondent’s experience in the past ten years specifically related to the Scope of Services. This section should also describe respondent’s experience in the following areas:
• Advise the City on all aspects of labor and employment law, including disciplinary matters, the impacts of current and proposed legislation, and the impacts of recent or pending court rulings.
• Review and provide advice on labor and employment policies, reports and documents and reports.
• Draft labor and employ ment policies reports and documents on behalf of the City.
• Prepare training materials for City personnel, including the City Council. • Provide trainings to City personnel, including the City Council. • Represent the City in meetings with internal employee bargaining groups and outside agencies such as the State of California Public Employee Relations Board (PERB).
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2.6 Project Personnel
A resume for each attorney proposed to perform as legal services should be provided with their relevant municipal employment law and labor experience.
2.7 Insurance
Respondent shall be required to comply with all the insurance requirements required under the contract, a sample of which is attached hereto.
2.8 Schedule of Rates
Respondent shall include a “Schedule of Rates” in a sealed envelope, including rates for all of the personnel that may provide services under this contract.
2.10 References
The listing of other clients represented is critical and contact information should be provided for reference checks. Please provide at least three public sector clients and three union/employee representatives (if applicable) as references for each professional proposed in Section 2.6. Include each reference’s name, address, and telephone number. In addition, provide a list the municipalities your firm, and in particular, the proposed attorney, provided similar services for within the past three (3) years.
2.9 Additional Required Information
The following information should also be provided:
• Type of firm: individual, partnership, or corporation. • Organizational structure of the firm, history, including number of years in existence, number and location of offices, total number of employees. • Describe the ability of your firm to provide local service to the City. • Names and titles of all principals/officers of the firm (name, title, phone number). • How many years has your firm been providing labor law services to municipalities? • Describe the firm’s philosophy about customer service and quality assurance. • Describe your firm’s resources or methods to provide education on best practices, trends or hot topics.
• Describe the organization’s legal research capabilities and how you communicate legislative updates to your clients.
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• Describe your firm’s commitment to diversity in both your employment practic es and in client relations.
3.0 SELECTION PROCESS AND EVALUATION CRITERIA
3.1 Selection Criteria
The responses will be evaluated based upon the following:
• Respondent’s submittal demonstrates an understanding of the Scope of Services. • Respondent’s knowledge of the law regarding labor and employment law matters. • Availability and accessibility, including the location of the office that will be servicing the City of National City.
• The experience, professional credentials and references of those who will be advising the City of National City.
• Respondent’s commitment to diversity in both your employment practices and in client relations.
3.2 Submittal Selection Process
A selection committee will review the submittals and “short- list” the most qualified respondents. This committee may then choose to interview selected respondents. The proposed attorney(s) from the law firm must attend. Thereafter, a recommendation will be made for a final decision.
3.3 Submittal Schedule
Distribution/Advertisement April 6, 2022
Deadline for response May 5, 2022
Interviews week of May 16, 2022
Selection and Recommendation May 26, 2022
City Council Approval June 7, 2022
3.4 Legal Services Agreement
The firm selected shall be required to enter into a Legal Services Agreement for this project with the City, a sample of which is attached hereto. Any contract resulting from this RFQ shall not be effective unless, and until, approved by the City, which ma y require City Council approval. Upon approval, the contract shall start within 1 day after the award of the contract.
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Before the City executes a contract, the selected firm shall furnish the City certificates evidencing insurance, as required by the City. The City shall be named as additional insured. Certificates of Insurance must be accompanied by the applicable endorsements for the specific insurance policy.
4.0 DECLARATIONS AND ADDITIONAL INFORMATION
4.1 The City of National City Rights Regarding this Invitation
The City reserves the right to reject all submittals for any reason without indicating reasons for said rejection. The City accepts no financial responsibility for any costs incurred by respondent. Issuance of this Request for Qualifications does not commit the City to award a contract, to pay any costs incurred in the preparation of a response to this request, or to procure a contract for services.
The City reserves the right to waive any irregularities or informalities in the proposal or proposal process. The City retains the right to reject all submittals. Selection is also dependent upon the negotiation of a mutually acceptable contract with the successful respondent.
4.2 Acknowledgement of Amendments
Each firm receiving a copy of this shall acknowledge receipt of any amendment to this Request for Qualifications by signing and returning the amendment with the completed proposal. The acknowledgment must be received by the City of National City at the time and place specified for receipt of qualifications.
4.3 Right to Cancel
The City reserves the right to withdraw or cancel, for any or no reason, at any time, in part or in its entirety, this RFQ, including but not limited to: selection schedule, submittal date, and submittal requirements.
4.4 Variations in Scope of Work
The City may materially change the scope of services by way of amendment to this RFQ, signed by the City Clerk. The City may waive the written requirement for a variation in the scope of services if, in the opinion of the Cit y, such variation does not materially change the item or its performance within parameters acceptable to the City.
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4.6 Applicable Laws
The contract awarded shall be governed in all respect by the laws of the State of California, and any litig ation related to the contract or this RFQ shall be brought in the State of California, with a venue of the San Diego Superior Courts. The firm awarded the contract shall comply with all applicable Federal, State, and local laws and regulations.
4.7 Public Information
All documents received by the City are considered public records and will be made available after the RFQ selection for public inspection and copying upon request.
4.8 Compensation
The respondent agrees, if selected, that compensation shall be governed by the terms set forth and agreed to the in the Legal Services Agreement.
4.9 Independent Contractor Status
The respondent agrees, if selected, that he or she shall perform the services as independent contractor(s) and not employee(s) of the City. The City shall not be considered the employer of respondent. The respondent understands, if selected, the respondent shall have the sole responsibility for deciding the manner and means of providing the services, except as outlined in the final contract and its attachments or exhibits.
4.10 Indemnification
The respondent agrees, if selected, to indemnify and hold harmless the City and all its officers and employees from any and all liability, claims, costs, including reasonable attorney’s fees, demands, damages, expenses, and causes of action as outlined in the contract.
4.11 Examination of Solicitation
The respondent understands that the information provided herein is intended solely to assist the respondent in submittal preparation. To the best of the City’s knowledge, the information provided is accurate. However, the City does not warrant such accurac y, and any errors or omissions subsequently determined will not be construed as a basis for invalidating this solicitation. Further, by submitting a response to this solicitation, the respondent represents that he or she has thoroughly examined and become familiar with 208 of 582
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work required in the solicitation and is capable of performing quality work and to achieve the objectives of the City.
5.0 APPENDICES
Appendix A – Sample Agreement
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1 AGREEMENT FOR LEGAL SERVICES
BY AND BETWEEN
THE CITY OF NATIONAL CITY
AND
[FULL LEGAL COMPANY NAME]
THIS AGREEMENT FOR LEGAL SERVICES (the “Agreement”) is made between THE CITY OF NATIONAL CITY, a municipal corporation, (the “CITY”) and , a law corporation (the “FIRM”). This Agreement sets forth the parties’ mutual understanding concerning legal services to be provided by the FIRM and the fee arrangement for said services.
Article 1. Retainer. The CITY hereb y retains the FIRM to assist in representing the CITY in connection with litigation and government claims issues, subject to this Agreement.
Article 2. Effective Date and Term . This Agreement shall be effective on _____________ and continue until written notice of cancellation. This Agreement may be terminated at any time by either party with sixty (60) days’ written notice to the other. Notice of termination by the FIRM shall be given to the City Attorney.
Article 3. Scope of Services. The CITY shall have the right in its sole discretion to determine the particular services to be performed by the FIRM under this Agreement.
These services may include the following: consultation with the City Attorney and Risk Management on Government Claims, defense of the City on litigated matters, advice and counsel to the City Council, and communications with City staff as per the Proposal Letter attached as Exhibit A (“LEGAL SERVICES”). In addition, the City may increase the scope of work with the FIRM’s agreement, and such additional work will be confirmed via a letter that shall bring such work within the scope of this agreement. It is expected that the FIRM will work with the City Attorney and CITY staff.
Article 4. Compensation. Compensation paid under this Agreement shall be as set forth in the Proposal Letter attached as Exhibit A.
A. The FIRM shall not use more than one attorney for the same specific task without the CITY’S approval. The FIRM may use the minimum number of attorneys for this engagement consistent with good professional practice after consulting with and obtaining approval by the CITY.
B. The FIRM agrees to document a plan and budget consis tent with the scope of services described above in Article 3 to be agreed to by the City Attorney and the FIRM. The CITY shall not be obligated to pay the FIRM amounts not discussed, budgeted, and agreed to before being incurred by the FIRM.
C. The CITY has appropriated or otherwise duly authorized the payment of an amount not to exceed _______________ for LEGAL SERVICES and out -of-pocket 210 of 582
2 disbursements pursuant to this Agreement. In no event shall the total fees plus out-of-pocket disbursements exceed this amount without written authorization of the CITY.
D. The FIRM shall keep the CITY advised monthly as to the level of attorney hours and client services performed under Article 1. The FIRM will not charge the CITY for travel time; however, the FIRM ma y charge for work performed for the CITY during any travel time.
E. The CITY further agrees to reimburse the FIRM, in accordance with the procedures set forth in this Article, for telephone, fax, mail, messengers, federal express deliveries, document rep roduction, client-requested clerical overtime, lodging, and similar out-of-pocket expenses charged by the FIRM as a standard practice to its clients generally, with the exception of travel and meals. In any billing for disbursements, the FIRM shall provide the CITY with a statement breaking down the amounts by category of expense. The following items shall not be reimbursed, unless the CITY has specifically agreed otherwise:
(1) Word Processing, clerical or secretarial charges, whether expressed as a dollar disbursement or time charge.
(2) Storage of open or closed files, rent, electricity, local telephone, postage, receipts or transmission of telecopier documents, or any other items traditionally associated with overhead.
(3) Photocopy charges in excess of $.15 (fifteen cents) per page. (4) Auto mileage rates in excess of the rate approved by the Internal Revenue Service for income tax purposes.
(5) Secretarial overtime. Where case requirements demand overtime, the CITY will consider reimbursement on a case-by-case basis. The CITY will not reimburse overtime incurred for the convenience of the FIRM’S failure to meet deadlines known in advance.
(6) Equipment, books, periodicals, research materials,
Westlaw/Lexis or like items.
(7) Express charges, overnight mail charges, messenger services or the like, without the CITY’S prior consent. The CITY expects these expenses to be incurred in emergency situations only. Where case necessity requires the use of these services, the CITY will consider reimbursement on a case-by-case basis. (8) Travel and meals.
(9) Late payment charge or
interest. Due to the nature of the CITY’S payment process, the CITY will not pay any late charges or interest charges to bills. Every effort will be made to pay bills promptly.
F. Bills from the FIRM should be submitted to City Attorney, 1243 National City Boulevard, National City, CA 91950- 4301. The individual time and disbursement records customarily maintained by the FIRM for billing evaluation and review purposes shall be made available to the CITY in support of bills rendered by the FIRM.
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3 G. The FIRM agrees to forward to the CITY a statement of account for each one- month period of services under this Agreement, and the CITY agrees to compensate the FIRM on this basis. The FIRM wil l consult monthly with the CITY as to the number of attorney hours and client disbursements which have been incurred to date under this Agreement, and as to future expected levels of hours and disbursements.
H. Billing Format. Each billing entry must be complete, discrete and appropriate.
(1) Complete.
(a) Each entry must name the person or persons involved.
For instance, telephone calls must include the names of all participants. (b) The date the work was performed must be included.
(c) The hours should be billed in .10 hour increments.
(d) The specific task performed should be described, and the related work product should be reference (“telephone call re: trial brief,” “interview in preparation for deposition”).
(e) The biller’s professional capacity ( partner, associate, paralegal, etc.) should be included.
(2) Discrete: Each task must be set out as a discrete billing entry; neither narrative nor block billing is acceptable.
(3) Appropriate.
(a) The CITY does not pay for clerical support,
administrative costs, overhead costs, outside expenses or excessive expenses. For example, the CITY will not pay for secretarial time, word processing time, air conditioning, rental of equipment, including computers, meals served at meetings, postage, online researc h, or the overhead costs of sending or receiving faxes. Neither will the CITY pay for outside expenses such as messenger delivery fees, outside photocopying, videotaping of depositions, investigative services, outside computer litigation support services, or overnight mail. (b) Due to the nature of the CITY’S payment process, the CITY will not pay any late charges. Every effort will be made to pay bills promptly.
I. Staffing. Every legal matter should have a primarily responsible attorney and a paralegal assigned. Ultimately, staffing is a CITY decision, and the CITY’S representative may review staffing to insure that it is optimal to achieve the goals of the engagement at the least cost.
(1) Paralegals are to be used to the maximum extent possible to enhance efficiency and cost -effectiveness. All tasks typically considered associate work should be considered for assignment to a paralegal. Written authorization from the CITY must be had before associate hours billed exceed paralegal hours billed.
(2) Once an attorney is given primary responsibility for an engagement, that person should continue on the legal matter until the matter is concluded or 212 of 582
4 the attorney leaves the FIRM. The CITY will not pay the costs of bringing a new attorney up to speed.
(3) If more than one attorney is going to perform the same task, prior approval from the CITY must be had. This includes document review.
Article 5. Independent Contractor. The FIRM shall perform services as an independent contractor. It is understood that this contract is for unique professional services.
Accordingly, the duties specified in this Agreement may not be assigned or delegated by the FIRM without prior written consent of the CITY. Retention of the FIRM is based on the particular professional expertise of the individuals rendering the services required in the Scope of Services.
Article 6. Confidentiality of Work . All work performed by the FIRM including but not limited to all drafts, data, correspondence, proposals, reports, and estimates compiled or composed by the FIRM pursuant to this Agreement is for the sole use of the CITY. All such work product shall be confidential and not released to any third party without the prior written consent of the CITY.
Article 7. Compliance with Controllin g Law. The FIRM shall comply with all applicable laws, ordinances, regulations, and policies of the federal, state, and local governments as they pertain to this Agreement. In addition, the FIRM shall comply immediately with any and all directives issued by the CITY or its authorized representatives under authority of any laws statutes, ordinances, rules, or regulations. The laws of the State of California shall govern and control the terms and conditions of this Agreement.
Article 8. Acceptability of Work. The CITY shall decide any and all questions which may arise as to the quality or acceptability of the services performed and the manner of performance, the acceptable completion of this Agreement and the amount of compensation due. If the FIRM and the CITY cannot agree to the quality or acceptability of the work, the manner of performance, or the compensation payable to the FIRM in this Agreement, the CITY or the FIRM shall give to the other written notice. Within ten (10) business days, the FIRM and the CITY shall each prepare a report which supports their position and file the same with the other party. The CITY shall, with reasonable diligence, determine the quality or acceptability of the work, the manner of performance or the compensation payable to the FIRM.
Article 9. Indemnification. The FIRM agrees to indemnify, defend, and hold the CITY and its agents, officers, employees, and volunteers harmless from and against all claims asserted or liability established for damages or injuries to any pe rson or property, including injury to the FIRM’S employees, agents, or officers, which arise from or are connected with or caused or claimed to be caused by the acts or omissions of the FIRM and its agents, officers, or employees in performing the work or other obligations under this Agreement, and all expenses of investigating and defending against same; provided, however, that this indemnification and hold harmless shall not include any claims or liability arising from the established sole negligence or w illful misconduct of the CITY, its agents, officers, employees, or volunteers.
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5 Article 10. Insurance. The FIRM, at its sole cost and expense, shall purchase and maintain throughout the term of this Agreement, the following insurance policies:
A. Professional Liability Insurance (errors and omissions) with minimum limits of $1,000,000 per claim.
B. Automobile Insurance covering all bodily injury and property damage incurred during the performance of this Agreement, with a minimum coverage of $1,000,000 combine d single limit per accident. Such automobile insurance shall include owned, non-owned, and hired vehicles. The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided.
C. Commercial General Liability Insurance, with minimum limits of either $2,000,000 per occurrence and $4,000,000 aggregate, or $1,000,000 per occurrence and $2,000,000 aggregate with a $2,000,000 umbrella policy, covering all bodily injury and property damage arising out of its operations, work, or performance under this Agreement.
The policy shall name the CITY and its officers, agents, employees, and volunteers as additional insureds, and a separate additional insured endorsement shall be provided. The general aggregate limit must apply solely to the “location”. The “location” should be noted with specificity on an endorsement that shall be incorporated into the policy.
D. Workers’ Compensation Insurance in an amount sufficient to meet statutory requirements covering all of FIRM’S employees and employers’ liability insurance with limits of at least $1,000,000 per accident. In addition, the policy shall be endorsed with a waiver of subrogation in favor of the CITY. Said endorsement shall be provided prior to commencement of work under this Agreement.
E. The aforesaid policies shall constitute primary insurance as to the CITY, its officers, officials, employees, and volunteers, so that any other policies held by the CITY shall not contribute to any loss under said insurance. Said policies shall provide for thirty (30) days prior written notice to the CITY’s Risk Manager, at the address listed in subsection G below, of cancellation or material change.
F. If required insurance coverage is provided on a “claims made” rather than “occurrence” form, the FIR M shall maintain such insurance coverage for three years after expiration of the term (and any extensions) of this Agreement. In addition, the “retro” date must be on or before the date of this Agreement.
G. The Certificate Holder for all policies of insuran ce required by this Section shall be:
City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA 91950-4397
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6 H. Insurance shall be written with only insurers authorized to conduct business in California that hold a current policy holder’s alphabetic and financial size category rating of not less than A:VII according to the current Best’s Key Rating Guide, or a company of equal financial stability that is approved by the CITY’S Risk Manager. In the event coverage is provided by non-admitted “surplus lines” carriers, they must be included on the most recent List of Approved Surplus Line Insurers (“LASLI”) and otherwise meet rating requirements.
I. This Agreement shall not take effect until certificate(s) or other sufficient proof that these insurance provisions have been complied with, are filed with and approved by the CITY’S Risk Manager. If the FIRM does not keep all i nsurance policies required by this Article 10 in full force and effect at all times during the term of this Agreement, the CITY may treat the failure to maintain the requisite insurance as a breach of this Agreement and terminate the Agreement as provided herein.
J. All deductibles and self-insured retentions in excess of $10,000 must be disclosed to and approved by the CITY. CITY reserves the right to modify the insurance requirements of this Article 10, including limits, based on the nature of the risk, pri or experience, insurer, coverage, or other special circumstances.
K. If the FIRM maintains broader coverage or higher limits (or both) than the minimum limits shown above, the CITY shall be entitled to the broader coverage or higher limits (or both) maintained by the FIRM. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.
Article 11. Drug Free Work Place. The FIRM agrees to comply with the CITY’S Drug-Free Workplace requirements. Every person awarded a contract by the CITY for the provision of services shall certify to the CITY that it will provide a drug -free workplace. Any subcontract entered into by the FIRM pursuant to this Agreement shall contain this provision.
Article 12. Non-Discrimination Provisions. The FIRM shall not discriminate against any subcontractor, vendor, employee or applicant for employment because of age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medical condition. The FIRM will take positive action to insure that applicants are employed without regard to their age, race, color, ancestry, religion, sex, sexual orientation, marital status, national origin, physical handicap, or medica l condition. Such action shall include but not be limited to the following: employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprentice ship. The FIRM agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non- discrimination clause.
Article 13. Notification of Change in Form. The FIRM has the right to effect changes in form including but not limited to: the change in form from a partnership to a professional law corporation; the change in form of any partner or partners from an 215 of 582
7 individual or individuals to a profes sional law corporation; the change in form of any corporate partner or partners to any individual partners. The CITY shall be promptly notified in writing of any change in form.
Article 14. Notices. In all cases where written notice is to be given under this Agreement, service shall be deemed sufficient if said notice is deposited in the United States mail, postage paid. When so given, such notice shall be effective from the date of mailing of the notice. Unless otherwise provided by notice in writing from the respective parties, notice to the Agency shall be addressed to:
City Attorney
City of National City
1243 National City Boulevard
National City, CA 91950-4397
cc: Executive Assistant to the City Attorney
City of National City
1243 National City Boulevard
National City, CA 91950-4397
and to: [Insert Email Address]
[Insert Email Address]
Notice to the FIRM shall be addressed to:
[insert Firm information here]
Nothing contained in this agreement shall preclude or render inoperative service or such notice in the manner provided by law.
Nothing contained in this Agreement shall preclude or render inoperative service or such notice in the manner provided by law.
Article 15. Administrative Provisions.
A. Time of Essence. Time is of the essence for each provision of this Agreement.
B. Counterparts. This Agreement may be executed in multiple counterparts, each of which shall be deemed an original, but all of which, t ogether, shall constitute but one and the same instrument.
C. Headings. Any captions to, or headings of, the sections or subsections of this Agreement are solely for the convenience of the parties hereto, are not a part of this 216 of 582
8 Agreement, and shall not be used for the interpretation or determination of the validity of this Agreement or any provision hereof.
D. California Law. This Agreement shall be construed and interpreted in accordance with the laws of the State of California. The venue for any legal action arising under this Agreement shall be in either state or federal court in the County of San Diego, State of California.
E. Integrated Agreement. This Agreement including attachments and exhibits contains all of the agreements of the parties and al l prior negotiations and agreements are merged in this Agreement. This Agreement cannot be amended or modified except by written agreement, and mutually agreed upon by the CITY and the FIRM.
F. Severability. The unenforceability, invalidity, or illegali ty of any provision of this Agreement shall not render the other provisions unenforceable, invalid, or illegal.
G. Waiver. The failure of the CITY to enforce a particular condition or provision of this Agreement shall not constitute a waiver of that condition or provision or its enforceability.
H. Conflict of Interest. During the term of this Agreement, the FIRM shall not perform services of any kind for any person or entity whose interests conflict in any way with those of the CITY. This prohibition s hall not preclude the CITY from expressly agreeing to a waiver of a potential conflict of interest under certain circumstances.
I. No Obligations to Third Parties. Except as otherwise expressly provided herein, the execution and delivery of this Agreement shall not be deemed to confer any rights upon, or obligate any of the parties hereto, to any person or entity other than the parties hereto.
J. Exhibits and Schedules. The Exhibits and Schedules attached hereto are hereby incorporated herein by this reference for all purposes. To the extent any exhibits, schedules, or provisions thereof conflict or are inconsistent with the terms and conditions contained in this Agreement, the terms and conditions of this Agreement shall control.
K. Construction. The parties acknowledge and agree that (i) each party is of equal bargaining strength, (ii) each party has actively participated in the drafting, preparation and negotiation of this Agreement, and (iii) any rule or construction to the effect that ambiguities a re to be resolved against the drafting party shall not apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.
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9 IN WITNESS WHEREOF, the parties have executed this Agreement on the __________ day of _________________, 2022.
CITY OF NATIONAL CITY
[insert name of firm]
(Corporation – signatures of two corporate officers)
By: ________________________ By: ____________________________ Alejandra Sotelo-Solis, Mayor [insert name and title]
APPROVED AS TO FORM: By: ____________________________
(Name)
___________________________ ____________________________ Charles E. Bell Jr., City Attorney (Print Name)
____________________________
(Title)
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EXHIBIT A
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RESOLUTION NO. 2022 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT
FOR EMPLOYMENT AND LABOR LAW LEGAL SERVICES WITH OLIVAREZ
MADRUGA LAW ORGANIZATION, LLP IN THE NOT-TO-EXCEED AMOUNT OF $50,000.00.
WHEREAS, the City of National City (“City”) engages outside legal support for specialized areas; and
WHEREAS, on April 5, 2022, the City Council approved Resolution No. 2022 – 49 authorizing the City Attorney’s Office to issue a Request for Qualifications (“RFQ”) for Employment and Labor Law legal services. The RFQ for Employment and Labor Law legal services was advertised by the City on April 6, 2022 with a deadline of May 5, 2022.
By the deadline, 8 responses were received in total; and
WHEREAS, City staff recommends City Council authorize the City Manager to execute an Agreement for Employment and Labor Law legal services with Olivarez Madruga Law Organization, LLP in the not-to-exceed amount of $50,000.00.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Approves and authorizes the Mayor to execute an Agreement for Employment and Labor Law legal services with Olivarez Madruga Law Organization, LLP in the not-to-exceed amount of $50,000.00.
Section 2: The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022.
Alejandra Sotelo-Solis, Mayor
ATTEST:
Luz Molina, City Clerk
APPROVED AS TO FORM:
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California, authorizing the Mayor to execute the Second Amendment to the Agreement with The Pun Group, LLP for independent auditing services for the fiscal year ending June 30, 2022, extending the agreement to July 17, 2023. (Finance) Please scroll down to view the backup material.
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CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
ITEM TITLE:
PREPARED BY: DEPARTMENT:
PHONE:
EXPLANATION:
APPROVED BY:
AGENDA ITEM NO. MEETING DATE:
ENVIRONMENTAL REVIEW:
FINANCIAL STATEMENT: APPROVED: Finance
ORDINANCE: INTRODUCTION:
ACCOUNT NO.
STAFF RECOMMENDATION:
BOARD / COMMISSION RECOMMENDATION:
RECOMMENDATION:
ATTACHMENTS:
___________________
_
_______________
June 21, 2022
Resolution of the City Council of the City of National City, California, authorizing the Mayor to execute the Second Amendment to the Agreement with The Pun Group, LLP for independent auditing services for the fiscal year ending June 30, 2022, extending the agreement to July 17, 2023.
Finance
Extension of the Original Agreement
The City entered into an Agreement on July 17, 2018 with the Pun Group, LLP to provide independent auditing services to the City. The agreement is to provide financial statement audits for fiscal years ending on June 30, 2018, 2019 and 2020, with an option to extend the agreement for two one-year periods. The City is exercising the second of the two one-year extensions to extend the agreement to July 17, 2023. The extension is for a not-to- exceed amount of $66,028 per Exhibit B of the original agreement. The Finance Department will conduct a Request for Proposal for Auditing Services in Spring 2023.
Amendment to the Original Agreement
The City of National City is a member of the Joint Powers Agency (JPA), Regional Solid Waste Authority (RSWA) along with six other Cities. The City of Vista had been performing the accounting duties for the RSWA for about ten years, until the City of National City assumed the duties in July 2021. The RSWA as a JPA is required to have their financial statements audited on an annual basis. The City’s current auditor, The Pun Group, LLP has agreed to audit the RSWA financial statements ending June 30, 2022 for $4,000. Approval of this amendment would bring the not-to-exceed compensation to $70,028 for The Pun Group, LLP, with the additional $4,000 to be paid by RSWA for their own portion of the audit.
Phillip Davis, Financial Analyst
1. Resolution
2. Second Amendment
FINAL ADOPTION:
APPROVED: ________________ MIS
Adopt the resolution, authorizing the Mayor to execute an agreement with The Pun Group, LLP for independent auditing services for the fiscal year ending June 30, 2022 and extending the agreement to July 17, 2023. The audit is to be performed at a not-to-exceed price of $70,028.
619-336-4337
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RESOLUTION NO. 2022 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,
AUTHORIZING THE MAYOR TO EXECUTE THE SECOND AMENDMENT TO THE
AGREEMENT WITH THE PUN GROUP, LLP FOR INDEPENDENT AUDITING SERVICES FOR THE FISCAL YEAR ENDING JUNE 30, 2022 , EXTENDING THE AGREEMENT TO JULY 17, 2023
WHEREAS, the City of National City (“City”) entered into an Agreement on July 17, 2018 with the Pun Group, LLP to provide independent auditing services to the City; and
WHEREAS, the agreement is to p rovide financial statement audits for Fiscal Years ending on June 30, 2018, 2019 and 2020, with an option to extend the agreement for two (2) one-year periods; and
WHEREAS, the City would like to exercise the second of the two one-year extensions to extend the agreement to July 17, 2023; and
WHEREAS, the City of National City is a member of the Joint Powers Agency (JPA), Regional Solid Waste Authority (RWSA), along with six other cities; and
WHEREAS, the City of Vista has been performing the accounting duties for the RSWA for approximately ten (10) years, until the City of National City assumed the duties in July 2021; and
WHEREAS, the RWSA as a JPA is required to have its financial statements audi ted on an annual basis; and
WHEREAS, the Pun Group, LLP, which is the current auditor for the City of National City, has agreed to audit the RSWA financial statements ending June 30, 2022 , for $4,000, increasing the total not-to-exceed compensation from $66,028 to $70,028 for the Pun Group.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Hereby authorizes the Mayor to execute the second amendment to the Agreement with The Pun Group, LLP for independent auditi ng services for the Fiscal Year ending June 30, 2022, extending the agreement to July 17, 2023 and increasing the total not- to-exceed amount to $70,028.
Section 2: The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
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Resolution No. 2022 –
Page Two
PASSED and ADOPTED this 21st day of June, 2022.
______________________________
Alejandro Sotelo-Solis, Mayor
ATTEST:
______________________
Luz Molina, City Clerk
APPROVED AS TO FORM
_________________________
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California, approving an amendment to the salary schedule for the Part-Time and Seasonal employee classifications to increase wages by 3% effective the first full pay period of July 2022, January 2023, and July 2023. (Administrative Services)
Please scroll down to view the backup material.
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CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
ITEM TITLE:
PREPARED BY: DEPARTMENT:
PHONE:
EXPLANATION:
APPROVED BY:
AGENDA ITEM NO. MEETING DATE:
ENVIRONMENTAL REVIEW:
FINANCIAL STATEMENT: APPROVED: Finance
ORDINANCE: INTRODUCTION:
ACCOUNT NO.
STAFF RECOMMENDATION:
BOARD / COMMISSION RECOMMENDATION:
RECOMMENDATION:
ATTACHMENTS:
________________
June 21, 2022
Resolution of the City Council of the City of National City, California, approving an amendment to the salary schedule for the Part-Time and Seasonal employee classifications to increase wages by 3% effective the first full pay period of July 2022, January 2023, and July 2023.
Administrative Services
At the City Council meeting on May 17 th, 2022, City Council directed staff to increase wages for Part -Time and Seasonal employee classifications by 3% the first full pay period of July 2022, January 2023, and July 2023. The salary schedule for these employees was last updated in January 2021. The estimated cost of the wage increases are $60,000 in Fiscal Year 2023, which w as appropriated in the adopted F iscal Year 2023 budget, and a n additional $30,000 in Fiscal Year 2024 for the 3% increase effective July 2023.
The Part-Time and Seasonal employee classifications impacted by this salary schedule amendment and the wages they will receive are detailed in Attachment 2, Exhibit A to the Resolution.
Molly Brennan
1. Resolution
2. Part-Time and Seasonal Salary Schedule – Exhibit A
This is not a project, and therefore, is not subject to environmental review.
FINAL ADOPTION:
APPROVED: ________________ MIS
Personnel services costs were increased by $60,000 in the Fiscal Year 2022-2023 adopted budget to account for this action.
Adopt the resolution approving an amendment to the salary schedule for the Part-Time and Seasonal employee classifications.
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City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
July 12, 2022
POSITION TITLE SALARY RANGE HOURLY SALARY
Aquatics Manager pt090 $17.37 – $21.13
Cashier pt077 $15.56 – $18.93
Dishwasher pt077 $15.56 – $18.93
Equipment Service Trainee pt077 $15.56 – $18.93
Kitchen Aide pt077 $15.56 – $18.93
Librarian pt146 $27.91 – $33.94
Library Assistant pt082 $16.23 – $19.76
Library Clerk (Grant Funded) pt077 $15.56 – $18.93
Library Technician pt113 $21.10 – $25.67
Lifeguard/Swim Instructor pt077 $15.56 – $18.93
Management Intern (Graduate) N/A $20.60
Management Intern (Undergraduate) N/A $15.45
Office Aide pt077 $15.56 – $18.93
Part-Time Call Taker pt110 $20.57 – $25.02
Police Cadet pt077 $15.56 – $18.93
Recreation Aide pt077 $15.56 – $18.93
Recreation Leader I pt078 $15.69 – $19.09
Recreation Leader II pt079 $15.82 – $19.26
Recreation Leader III pt080 $15.95 – $19.40
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City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
July 12, 2022
POSITION TITLE SALARY RANGE HOURLY SALARY
Recreation Specialist pt080 $15.95 – $19.40
Seasonal Park Aide pt077 $15.56 – $18.93
Senior Library Technician pt119 $22.20 – $27.00
Senior Lifeguard pt078 $15.69 – $19.09
Stock Clerk/Storekeeper pt077 $15.56 – $18.93
Student Worker pt077 $15.56 – $18.93
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CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt077 A 15.56 1,244.80 1,244.80 2,697.07 32,364.80
B 16.34 1,307.20 1,307.20 2,832.27 33,987.20
C 17.16 1,372.80 1,372.80 2,974.40 35,692.80
D 18.02 1,441.60 1,441.60 3,123.47 37,481.60
E 18.93 1,514.40 1,514.40 3,281.20 39,374.40
pt078 A 15.69 1,255.20 1,255.20 2,719.60 32,635.20
B 16.48 1,318.40 1,318.40 2,856.53 34,278.40
C 17.31 1,384.80 1,384.80 3,000.40 36,004.80
D 18.18 1,454.40 1,454.40 3,151.20 37,814.40
E 19.09 1,527.20 1,527.20 3,308.93 39,707.20
pt079 A 15.82 1,265.60 1,265.60 2,742.13 32,905.60
B 16.62 1,329.60 1,329.60 2,880.80 34,569.60
C 17.46 1,396.80 1,396.80 3,026.40 36,316.80
D 18.34 1,467.20 1,467.20 3,178.93 38,147.20
E 19.26 1,540.80 1,540.80 3,338.40 40,060.80
pt080 A 15.95 1,276.00 1,276.00 2,764.67 33,176.00
B 16.75 1,340.00 1,340.00 2,903.33 34,840.00
C 17.59 1,407.20 1,407.20 3,048.93 36,587.20
D 18.47 1,477.60 1,477.60 3,201.47 38,417.60
E 19.40 1,552.00 1,552.00 3,362.67 40,352.00
pt081 A 16.09 1,287.20 1,287.20 2,788.93 33,467.20
B 16.90 1,352.00 1,352.00 2,929.33 35,152.00
C 17.75 1,420.00 1,420.00 3,076.67 36,920.00
D 18.64 1,491.20 1,491.20 3,230.93 38,771.20
E 19.58 1,566.40 1,566.40 3,393.87 40,726.40
pt082 A 16.23 1,298.40 1,298.40 2,813.20 33,758.40
B 17.05 1,364.00 1,364.00 2,955.33 35,464.00
C 17.91 1,432.80 1,432.80 3,104.40 37,252.80
D 18.81 1,504.80 1,504.80 3,260.40 39,124.80
E 19.76 1,580.80 1,580.80 3,425.07 41,100.80
pt083 A 16.37 1,309.60 1,309.60 2,837.47 34,049.60
B 17.19 1,375.20 1,375.20 2,979.60 35,755.20
C 18.05 1,444.00 1,444.00 3,128.67 37,544.00
D 18.96 1,516.80 1,516.80 3,286.40 39,436.80
E 19.91 1,592.80 1,592.80 3,451.07 41,412.80
pt084 A 16.51 1,320.80 1,320.80 2,861.73 34,340.80
B 17.34 1,387.20 1,387.20 3,005.60 36,067.20
C 18.21 1,456.80 1,456.80 3,156.40 37,876.80
D 19.13 1,530.40 1,530.40 3,315.87 39,790.40
E 20.09 1,607.20 1,607.20 3,482.27 41,787.20
pt085 A 16.65 1,332.00 1,332.00 2,886.00 34,632.00
B 17.49 1,399.20 1,399.20 3,031.60 36,379.20
C 18.37 1,469.60 1,469.60 3,184.13 38,209.60
D 19.29 1,543.20 1,543.20 3,343.60 40,123.20
E 20.26 1,620.80 1,620.80 3,511.73 42,140.80
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PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt086 A 16.79 1,343.20 1,343.20 2,910.27 34,923.20
B 17.63 1,410.40 1,410.40 3,055.87 36,670.40
C 18.52 1,481.60 1,481.60 3,210.13 38,521.60
D 19.45 1,556.00 1,556.00 3,371.33 40,456.00
E 20.43 1,634.40 1,634.40 3,541.20 42,494.40
pt087 A 16.93 1,354.40 1,354.40 2,934.53 35,214.40
B 17.78 1,422.40 1,422.40 3,081.87 36,982.40
C 18.67 1,493.60 1,493.60 3,236.13 38,833.60
D 19.61 1,568.80 1,568.80 3,399.07 40,788.80
E 20.60 1,648.00 1,648.00 3,570.67 42,848.00
pt088 A 17.07 1,365.60 1,365.60 2,958.80 35,505.60
B 17.93 1,434.40 1,434.40 3,107.87 37,294.40
C 18.83 1,506.40 1,506.40 3,263.87 39,166.40
D 19.78 1,582.40 1,582.40 3,428.53 41,142.40
E 20.77 1,661.60 1,661.60 3,600.13 43,201.60
pt089 A 17.22 1,377.60 1,377.60 2,984.80 35,817.60
B 18.09 1,447.20 1,447.20 3,135.60 37,627.20
C 19.00 1,520.00 1,520.00 3,293.33 39,520.00
D 19.95 1,596.00 1,596.00 3,458.00 41,496.00
E 20.95 1,676.00 1,676.00 3,631.33 43,576.00
pt090 A 17.37 1,389.60 1,389.60 3,010.80 36,129.60
B 18.24 1,459.20 1,459.20 3,161.60 37,939.20
C 19.16 1,532.80 1,532.80 3,321.07 39,852.80
D 20.12 1,609.60 1,609.60 3,487.47 41,849.60
E 21.13 1,690.40 1,690.40 3,662.53 43,950.40
pt091 A 17.52 1,401.60 1,401.60 3,036.80 36,441.60
B 18.40 1,472.00 1,472.00 3,189.33 38,272.00
C 19.32 1,545.60 1,545.60 3,348.80 40,185.60
D 20.29 1,623.20 1,623.20 3,516.93 42,203.20
E 21.31 1,704.80 1,704.80 3,693.73 44,324.80
pt092 A 17.67 1,413.60 1,413.60 3,062.80 36,753.60
B 18.56 1,484.80 1,484.80 3,217.07 38,604.80
C 19.49 1,559.20 1,559.20 3,378.27 40,539.20
D 20.47 1,637.60 1,637.60 3,548.13 42,577.60
E 21.50 1,720.00 1,720.00 3,726.67 44,720.00
pt093 A 17.82 1,425.60 1,425.60 3,088.80 37,065.60
B 18.72 1,497.60 1,497.60 3,244.80 38,937.60
C 19.66 1,572.80 1,572.80 3,407.73 40,892.80
D 20.65 1,652.00 1,652.00 3,579.33 42,952.00
E 21.69 1,735.20 1,735.20 3,759.60 45,115.20
pt094 A 17.97 1,437.60 1,437.60 3,114.80 37,377.60
B 18.87 1,509.60 1,509.60 3,270.80 39,249.60
C 19.82 1,585.60 1,585.60 3,435.47 41,225.60
D 20.82 1,665.60 1,665.60 3,608.80 43,305.60
E 21.87 1,749.60 1,749.60 3,790.80 45,489.60
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CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt095 A 18.12 1,449.60 1,449.60 3,140.80 37,689.60
B 19.03 1,522.40 1,522.40 3,298.53 39,582.40
C 19.99 1,599.20 1,599.20 3,464.93 41,579.20
D 20.99 1,679.20 1,679.20 3,638.27 43,659.20
E 22.04 1,763.20 1,763.20 3,820.27 45,843.20
pt096 A 18.27 1,461.60 1,461.60 3,166.80 38,001.60
B 19.19 1,535.20 1,535.20 3,326.27 39,915.20
C 20.15 1,612.00 1,612.00 3,492.67 41,912.00
D 21.16 1,692.80 1,692.80 3,667.73 44,012.80
E 22.22 1,777.60 1,777.60 3,851.47 46,217.60
pt097 A 18.43 1,474.40 1,474.40 3,194.53 38,334.40
B 19.36 1,548.80 1,548.80 3,355.73 40,268.80
C 20.33 1,626.40 1,626.40 3,523.87 42,286.40
D 21.35 1,708.00 1,708.00 3,700.67 44,408.00
E 22.42 1,793.60 1,793.60 3,886.13 46,633.60
pt098 A 18.59 1,487.20 1,487.20 3,222.27 38,667.20
B 19.52 1,561.60 1,561.60 3,383.47 40,601.60
C 20.50 1,640.00 1,640.00 3,553.33 42,640.00
D 21.53 1,722.40 1,722.40 3,731.87 44,782.40
E 22.61 1,808.80 1,808.80 3,919.07 47,028.80
pt099 A 18.75 1,500.00 1,500.00 3,250.00 39,000.00
B 19.69 1,575.20 1,575.20 3,412.93 40,955.20
C 20.68 1,654.40 1,654.40 3,584.53 43,014.40
D 21.72 1,737.60 1,737.60 3,764.80 45,177.60
E 22.81 1,824.80 1,824.80 3,953.73 47,444.80
pt100 A 18.91 1,512.80 1,512.80 3,277.73 39,332.80
B 19.86 1,588.80 1,588.80 3,442.40 41,308.80
C 20.86 1,668.80 1,668.80 3,615.73 43,388.80
D 21.91 1,752.80 1,752.80 3,797.73 45,572.80
E 23.01 1,840.80 1,840.80 3,988.40 47,860.80
pt101 A 19.07 1,525.60 1,525.60 3,305.47 39,665.60
B 20.03 1,602.40 1,602.40 3,471.87 41,662.40
C 21.04 1,683.20 1,683.20 3,646.93 43,763.20
D 22.10 1,768.00 1,768.00 3,830.67 45,968.00
E 23.21 1,856.80 1,856.80 4,023.07 48,276.80
pt102 A 19.23 1,538.40 1,538.40 3,333.20 39,998.40
B 20.20 1,616.00 1,616.00 3,501.33 42,016.00
C 21.21 1,696.80 1,696.80 3,676.40 44,116.80
D 22.28 1,782.40 1,782.40 3,861.87 46,342.40
E 23.40 1,872.00 1,872.00 4,056.00 48,672.00
pt103 A 19.39 1,551.20 1,551.20 3,360.93 40,331.20
B 20.36 1,628.80 1,628.80 3,529.07 42,348.80
C 21.38 1,710.40 1,710.40 3,705.87 44,470.40
D 22.45 1,796.00 1,796.00 3,891.33 46,696.00
E 23.58 1,886.40 1,886.40 4,087.20 49,046.40
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CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt104 A 19.55 1,564.00 1,564.00 3,388.67 40,664.00
B 20.53 1,642.40 1,642.40 3,558.53 42,702.40
C 21.56 1,724.80 1,724.80 3,737.07 44,844.80
D 22.64 1,811.20 1,811.20 3,924.27 47,091.20
E 23.78 1,902.40 1,902.40 4,121.87 49,462.40
pt105 A 19.72 1,577.60 1,577.60 3,418.13 41,017.60
B 20.71 1,656.80 1,656.80 3,589.73 43,076.80
C 21.75 1,740.00 1,740.00 3,770.00 45,240.00
D 22.84 1,827.20 1,827.20 3,958.93 47,507.20
E 23.99 1,919.20 1,919.20 4,158.27 49,899.20
pt106 A 19.89 1,591.20 1,591.20 3,447.60 41,371.20
B 20.89 1,671.20 1,671.20 3,620.93 43,451.20
C 21.94 1,755.20 1,755.20 3,802.93 45,635.20
D 23.04 1,843.20 1,843.20 3,993.60 47,923.20
E 24.20 1,936.00 1,936.00 4,194.67 50,336.00
pt107 A 20.06 1,604.80 1,604.80 3,477.07 41,724.80
B 21.07 1,685.60 1,685.60 3,652.13 43,825.60
C 22.13 1,770.40 1,770.40 3,835.87 46,030.40
D 23.24 1,859.20 1,859.20 4,028.27 48,339.20
E 24.41 1,952.80 1,952.80 4,231.07 50,772.80
pt108 A 20.23 1,618.40 1,618.40 3,506.53 42,078.40
B 21.25 1,700.00 1,700.00 3,683.33 44,200.00
C 22.32 1,785.60 1,785.60 3,868.80 46,425.60
D 23.44 1,875.20 1,875.20 4,062.93 48,755.20
E 24.62 1,969.60 1,969.60 4,267.47 51,209.60
pt109 A 20.40 1,632.00 1,632.00 3,536.00 42,432.00
B 21.42 1,713.60 1,713.60 3,712.80 44,553.60
C 22.50 1,800.00 1,800.00 3,900.00 46,800.00
D 23.63 1,890.40 1,890.40 4,095.87 49,150.40
E 24.82 1,985.60 1,985.60 4,302.13 51,625.60
pt110 A 20.57 1,645.60 1,645.60 3,565.47 42,785.60
B 21.60 1,728.00 1,728.00 3,744.00 44,928.00
C 22.68 1,814.40 1,814.40 3,931.20 47,174.40
D 23.82 1,905.60 1,905.60 4,128.80 49,545.60
E 25.02 2,001.60 2,001.60 4,336.80 52,041.60
pt111 A 20.74 1,659.20 1,659.20 3,594.93 43,139.20
B 21.78 1,742.40 1,742.40 3,775.20 45,302.40
C 22.87 1,829.60 1,829.60 3,964.13 47,569.60
D 24.02 1,921.60 1,921.60 4,163.47 49,961.60
E 25.23 2,018.40 2,018.40 4,373.20 52,478.40
pt112 A 20.92 1,673.60 1,673.60 3,626.13 43,513.60
B 21.97 1,757.60 1,757.60 3,808.13 45,697.60
C 23.07 1,845.60 1,845.60 3,998.80 47,985.60
D 24.23 1,938.40 1,938.40 4,199.87 50,398.40
E 25.45 2,036.00 2,036.00 4,411.33 52,936.00
282 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt113 A 21.10 1,688.00 1,688.00 3,657.33 43,888.00
B 22.16 1,772.80 1,772.80 3,841.07 46,092.80
C 23.27 1,861.60 1,861.60 4,033.47 48,401.60
D 24.44 1,955.20 1,955.20 4,236.27 50,835.20
E 25.67 2,053.60 2,053.60 4,449.47 53,393.60
pt114 A 21.28 1,702.40 1,702.40 3,688.53 44,262.40
B 22.35 1,788.00 1,788.00 3,874.00 46,488.00
C 23.47 1,877.60 1,877.60 4,068.13 48,817.60
D 24.65 1,972.00 1,972.00 4,272.67 51,272.00
E 25.89 2,071.20 2,071.20 4,487.60 53,851.20
pt115 A 21.46 1,716.80 1,716.80 3,719.73 44,636.80
B 22.54 1,803.20 1,803.20 3,906.93 46,883.20
C 23.67 1,893.60 1,893.60 4,102.80 49,233.60
D 24.86 1,988.80 1,988.80 4,309.07 51,708.80
E 26.11 2,088.80 2,088.80 4,525.73 54,308.80
pt116 A 21.64 1,731.20 1,731.20 3,750.93 45,011.20
B 22.73 1,818.40 1,818.40 3,939.87 47,278.40
C 23.87 1,909.60 1,909.60 4,137.47 49,649.60
D 25.07 2,005.60 2,005.60 4,345.47 52,145.60
E 26.33 2,106.40 2,106.40 4,563.87 54,766.40
pt117 A 21.82 1,745.60 1,745.60 3,782.13 45,385.60
B 22.92 1,833.60 1,833.60 3,972.80 47,673.60
C 24.07 1,925.60 1,925.60 4,172.13 50,065.60
D 25.28 2,022.40 2,022.40 4,381.87 52,582.40
E 26.55 2,124.00 2,124.00 4,602.00 55,224.00
pt118 A 22.01 1,760.80 1,760.80 3,815.07 45,780.80
B 23.12 1,849.60 1,849.60 4,007.47 48,089.60
C 24.28 1,942.40 1,942.40 4,208.53 50,502.40
D 25.50 2,040.00 2,040.00 4,420.00 53,040.00
E 26.78 2,142.40 2,142.40 4,641.87 55,702.40
pt119 A 22.20 1,776.00 1,776.00 3,848.00 46,176.00
B 23.31 1,864.80 1,864.80 4,040.40 48,484.80
C 24.48 1,958.40 1,958.40 4,243.20 50,918.40
D 25.71 2,056.80 2,056.80 4,456.40 53,476.80
E 27.00 2,160.00 2,160.00 4,680.00 56,160.00
pt120 A 22.39 1,791.20 1,791.20 3,880.93 46,571.20
B 23.51 1,880.80 1,880.80 4,075.07 48,900.80
C 24.69 1,975.20 1,975.20 4,279.60 51,355.20
D 25.93 2,074.40 2,074.40 4,494.53 53,934.40
E 27.23 2,178.40 2,178.40 4,719.87 56,638.40
pt121 A 22.58 1,806.40 1,806.40 3,913.87 46,966.40
B 23.71 1,896.80 1,896.80 4,109.73 49,316.80
C 24.90 1,992.00 1,992.00 4,316.00 51,792.00
D 26.15 2,092.00 2,092.00 4,532.67 54,392.00
E 27.46 2,196.80 2,196.80 4,759.73 57,116.80
283 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt122 A 22.77 1,821.60 1,821.60 3,946.80 47,361.60
B 23.91 1,912.80 1,912.80 4,144.40 49,732.80
C 25.11 2,008.80 2,008.80 4,352.40 52,228.80
D 26.37 2,109.60 2,109.60 4,570.80 54,849.60
E 27.69 2,215.20 2,215.20 4,799.60 57,595.20
pt123 A 22.96 1,836.80 1,836.80 3,979.73 47,756.80
B 24.11 1,928.80 1,928.80 4,179.07 50,148.80
C 25.32 2,025.60 2,025.60 4,388.80 52,665.60
D 26.59 2,127.20 2,127.20 4,608.93 55,307.20
E 27.92 2,233.60 2,233.60 4,839.47 58,073.60
pt124 A 23.16 1,852.80 1,852.80 4,014.40 48,172.80
B 24.32 1,945.60 1,945.60 4,215.47 50,585.60
C 25.54 2,043.20 2,043.20 4,426.93 53,123.20
D 26.82 2,145.60 2,145.60 4,648.80 55,785.60
E 28.17 2,253.60 2,253.60 4,882.80 58,593.60
pt125 A 23.36 1,868.80 1,868.80 4,049.07 48,588.80
B 24.53 1,962.40 1,962.40 4,251.87 51,022.40
C 25.76 2,060.80 2,060.80 4,465.07 53,580.80
D 27.05 2,164.00 2,164.00 4,688.67 56,264.00
E 28.41 2,272.80 2,272.80 4,924.40 59,092.80
pt126 A 23.56 1,884.80 1,884.80 4,083.73 49,004.80
B 24.74 1,979.20 1,979.20 4,288.27 51,459.20
C 25.98 2,078.40 2,078.40 4,503.20 54,038.40
D 27.28 2,182.40 2,182.40 4,728.53 56,742.40
E 28.65 2,292.00 2,292.00 4,966.00 59,592.00
pt127 A 23.76 1,900.80 1,900.80 4,118.40 49,420.80
B 24.95 1,996.00 1,996.00 4,324.67 51,896.00
C 26.20 2,096.00 2,096.00 4,541.33 54,496.00
D 27.51 2,200.80 2,200.80 4,768.40 57,220.80
E 28.89 2,311.20 2,311.20 5,007.60 60,091.20
pt128 A 23.96 1,916.80 1,916.80 4,153.07 49,836.80
B 25.16 2,012.80 2,012.80 4,361.07 52,332.80
C 26.42 2,113.60 2,113.60 4,579.47 54,953.60
D 27.75 2,220.00 2,220.00 4,810.00 57,720.00
E 29.14 2,331.20 2,331.20 5,050.93 60,611.20
pt129 A 24.16 1,932.80 1,932.80 4,187.73 50,252.80
B 25.37 2,029.60 2,029.60 4,397.47 52,769.60
C 26.64 2,131.20 2,131.20 4,617.60 55,411.20
D 27.98 2,238.40 2,238.40 4,849.87 58,198.40
E 29.38 2,350.40 2,350.40 5,092.53 61,110.40
pt130 A 24.37 1,949.60 1,949.60 4,224.13 50,689.60
B 25.59 2,047.20 2,047.20 4,435.60 53,227.20
C 26.87 2,149.60 2,149.60 4,657.47 55,889.60
D 28.22 2,257.60 2,257.60 4,891.47 58,697.60
E 29.64 2,371.20 2,371.20 5,137.60 61,651.20
284 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt131 A 24.58 1,966.40 1,966.40 4,260.53 51,126.40
B 25.81 2,064.80 2,064.80 4,473.73 53,684.80
C 27.11 2,168.80 2,168.80 4,699.07 56,388.80
D 28.47 2,277.60 2,277.60 4,934.80 59,217.60
E 29.90 2,392.00 2,392.00 5,182.67 62,192.00
pt132 A 24.79 1,983.20 1,983.20 4,296.93 51,563.20
B 26.03 2,082.40 2,082.40 4,511.87 54,142.40
C 27.34 2,187.20 2,187.20 4,738.93 56,867.20
D 28.71 2,296.80 2,296.80 4,976.40 59,716.80
E 30.15 2,412.00 2,412.00 5,226.00 62,712.00
pt133 A 25.00 2,000.00 2,000.00 4,333.33 52,000.00
B 26.25 2,100.00 2,100.00 4,550.00 54,600.00
C 27.57 2,205.60 2,205.60 4,778.80 57,345.60
D 28.95 2,316.00 2,316.00 5,018.00 60,216.00
E 30.40 2,432.00 2,432.00 5,269.33 63,232.00
pt134 A 25.21 2,016.80 2,016.80 4,369.73 52,436.80
B 26.48 2,118.40 2,118.40 4,589.87 55,078.40
C 27.81 2,224.80 2,224.80 4,820.40 57,844.80
D 29.21 2,336.80 2,336.80 5,063.07 60,756.80
E 30.68 2,454.40 2,454.40 5,317.87 63,814.40
pt135 A 25.42 2,033.60 2,033.60 4,406.13 52,873.60
B 26.70 2,136.00 2,136.00 4,628.00 55,536.00
C 28.04 2,243.20 2,243.20 4,860.27 58,323.20
D 29.45 2,356.00 2,356.00 5,104.67 61,256.00
E 30.93 2,474.40 2,474.40 5,361.20 64,334.40
pt136 A 25.64 2,051.20 2,051.20 4,444.27 53,331.20
B 26.93 2,154.40 2,154.40 4,667.87 56,014.40
C 28.28 2,262.40 2,262.40 4,901.87 58,822.40
D 29.70 2,376.00 2,376.00 5,148.00 61,776.00
E 31.19 2,495.20 2,495.20 5,406.27 64,875.20
pt137 A 25.86 2,068.80 2,068.80 4,482.40 53,788.80
B 27.16 2,172.80 2,172.80 4,707.73 56,492.80
C 28.52 2,281.60 2,281.60 4,943.47 59,321.60
D 29.95 2,396.00 2,396.00 5,191.33 62,296.00
E 31.45 2,516.00 2,516.00 5,451.33 65,416.00
pt138 A 26.08 2,086.40 2,086.40 4,520.53 54,246.40
B 27.39 2,191.20 2,191.20 4,747.60 56,971.20
C 28.76 2,300.80 2,300.80 4,985.07 59,820.80
D 30.20 2,416.00 2,416.00 5,234.67 62,816.00
E 31.71 2,536.80 2,536.80 5,496.40 65,956.80
pt139 A 26.30 2,104.00 2,104.00 4,558.67 54,704.00
B 27.62 2,209.60 2,209.60 4,787.47 57,449.60
C 29.01 2,320.80 2,320.80 5,028.40 60,340.80
D 30.47 2,437.60 2,437.60 5,281.47 63,377.60
E 32.00 2,560.00 2,560.00 5,546.67 66,560.00
285 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 12, 2022
pt140 A 26.52 2,121.60 2,121.60 4,596.80 55,161.60
B 27.85 2,228.00 2,228.00 4,827.33 57,928.00
C 29.25 2,340.00 2,340.00 5,070.00 60,840.00
D 30.72 2,457.60 2,457.60 5,324.80 63,897.60
E 32.26 2,580.80 2,580.80 5,591.73 67,100.80
pt141 A 26.75 2,140.00 2,140.00 4,636.67 55,640.00
B 28.09 2,247.20 2,247.20 4,868.93 58,427.20
C 29.50 2,360.00 2,360.00 5,113.33 61,360.00
D 30.98 2,478.40 2,478.40 5,369.87 64,438.40
E 32.53 2,602.40 2,602.40 5,638.53 67,662.40
pt142 A 26.98 2,158.40 2,158.40 4,676.53 56,118.40
B 28.33 2,266.40 2,266.40 4,910.53 58,926.40
C 29.75 2,380.00 2,380.00 5,156.67 61,880.00
D 31.24 2,499.20 2,499.20 5,414.93 64,979.20
E 32.81 2,624.80 2,624.80 5,687.07 68,244.80
pt143 A 27.21 2,176.80 2,176.80 4,716.40 56,596.80
B 28.58 2,286.40 2,286.40 4,953.87 59,446.40
C 30.01 2,400.80 2,400.80 5,201.73 62,420.80
D 31.52 2,521.60 2,521.60 5,463.47 65,561.60
E 33.10 2,648.00 2,648.00 5,737.33 68,848.00
pt144 A 27.44 2,195.20 2,195.20 4,756.27 57,075.20
B 28.82 2,305.60 2,305.60 4,995.47 59,945.60
C 30.27 2,421.60 2,421.60 5,246.80 62,961.60
D 31.79 2,543.20 2,543.20 5,510.27 66,123.20
E 33.38 2,670.40 2,670.40 5,785.87 69,430.40
pt145 A 27.67 2,213.60 2,213.60 4,796.13 57,553.60
B 29.06 2,324.80 2,324.80 5,037.07 60,444.80
C 30.52 2,441.60 2,441.60 5,290.13 63,481.60
D 32.05 2,564.00 2,564.00 5,555.33 66,664.00
E 33.66 2,692.80 2,692.80 5,834.40 70,012.80
pt146 A 27.91 2,232.80 2,232.80 4,837.73 58,052.80
B 29.31 2,344.80 2,344.80 5,080.40 60,964.80
C 30.78 2,462.40 2,462.40 5,335.20 64,022.40
D 32.32 2,585.60 2,585.60 5,602.13 67,225.60
E 33.94 2,715.20 2,715.20 5,882.93 70,595.20
286 of 582
City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
January 10, 2023
POSITION TITLE SALARY RANGE HOURLY SALARY
Aquatics Manager pt090 $17.90 – $21.77
Cashier pt077 $16.03 – $19.51
Dishwasher pt077 $16.03 – $19.51
Equipment Service Trainee pt077 $16.03 – $19.51
Kitchen Aide pt077 $16.03 – $19.51
Librarian pt146 $28.74 – $34.95
Library Assistant pt082 $16.73 – $20.35
Library Clerk (Grant Funded) pt077 $16.03 – $19.51
Library Technician pt113 $21.74 – $26.44
Lifeguard/Swim Instructor pt077 $16.03 – $19.51
Management Intern (Graduate) N/A $21.22
Management Intern (Undergraduate) N/A $15.91
Office Aide pt077 $16.03 – $19.51
Part-Time Call Taker pt110 $21.20 – $25.78
Police Cadet pt077 $16.03 – $19.51
Recreation Aide pt077 $16.03 – $19.51
Recreation Leader I pt078 $16.17 – $19.67
Recreation Leader II pt079 $16.31 – $19.84
Recreation Leader III pt080 $16.45 – $20.02
287 of 582
City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
January 10, 2023
POSITION TITLE SALARY RANGE HOURLY SALARY
Recreation Specialist pt080 $16.45 – $20.02
Seasonal Park Aide pt077 $16.03 – $19.51
Senior Library Technician pt119 $22.87 – $27.83
Senior Lifeguard pt078 $16.17 – $19.67
Stock Clerk/Storekeeper pt077 $16.03 – $19.51
Student Worker pt077 $16.03 – $19.51
288 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt077 A 16.03 1,282.40 1,282.40 2,778.53 33,342.40
B 16.84 1,347.20 1,347.20 2,918.93 35,027.20
C 17.69 1,415.20 1,415.20 3,066.27 36,795.20
D 18.58 1,486.40 1,486.40 3,220.53 38,646.40
E 19.51 1,560.80 1,560.80 3,381.73 40,580.80
pt078 A 16.17 1,293.60 1,293.60 2,802.80 33,633.60
B 16.98 1,358.40 1,358.40 2,943.20 35,318.40
C 17.83 1,426.40 1,426.40 3,090.53 37,086.40
D 18.73 1,498.40 1,498.40 3,246.53 38,958.40
E 19.67 1,573.60 1,573.60 3,409.47 40,913.60
pt079 A 16.31 1,304.80 1,304.80 2,827.07 33,924.80
B 17.13 1,370.40 1,370.40 2,969.20 35,630.40
C 17.99 1,439.20 1,439.20 3,118.27 37,419.20
D 18.89 1,511.20 1,511.20 3,274.27 39,291.20
E 19.84 1,587.20 1,587.20 3,438.93 41,267.20
pt080 A 16.45 1,316.00 1,316.00 2,851.33 34,216.00
B 17.28 1,382.40 1,382.40 2,995.20 35,942.40
C 18.15 1,452.00 1,452.00 3,146.00 37,752.00
D 19.06 1,524.80 1,524.80 3,303.73 39,644.80
E 20.02 1,601.60 1,601.60 3,470.13 41,641.60
pt081 A 16.59 1,327.20 1,327.20 2,875.60 34,507.20
B 17.42 1,393.60 1,393.60 3,019.47 36,233.60
C 18.30 1,464.00 1,464.00 3,172.00 38,064.00
D 19.22 1,537.60 1,537.60 3,331.47 39,977.60
E 20.19 1,615.20 1,615.20 3,499.60 41,995.20
pt082 A 16.73 1,338.40 1,338.40 2,899.87 34,798.40
B 17.57 1,405.60 1,405.60 3,045.47 36,545.60
C 18.45 1,476.00 1,476.00 3,198.00 38,376.00
D 19.38 1,550.40 1,550.40 3,359.20 40,310.40
E 20.35 1,628.00 1,628.00 3,527.33 42,328.00
pt083 A 16.87 1,349.60 1,349.60 2,924.13 35,089.60
B 17.72 1,417.60 1,417.60 3,071.47 36,857.60
C 18.61 1,488.80 1,488.80 3,225.73 38,708.80
D 19.55 1,564.00 1,564.00 3,388.67 40,664.00
E 20.53 1,642.40 1,642.40 3,558.53 42,702.40
pt084 A 17.01 1,360.80 1,360.80 2,948.40 35,380.80
B 17.87 1,429.60 1,429.60 3,097.47 37,169.60
C 18.77 1,501.60 1,501.60 3,253.47 39,041.60
D 19.71 1,576.80 1,576.80 3,416.40 40,996.80
E 20.70 1,656.00 1,656.00 3,588.00 43,056.00
pt085 A 17.15 1,372.00 1,372.00 2,972.67 35,672.00
B 18.01 1,440.80 1,440.80 3,121.73 37,460.80
C 18.92 1,513.60 1,513.60 3,279.47 39,353.60
D 19.87 1,589.60 1,589.60 3,444.13 41,329.60
E 20.87 1,669.60 1,669.60 3,617.47 43,409.60
289 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt086 A 17.30 1,384.00 1,384.00 2,998.67 35,984.00
B 18.17 1,453.60 1,453.60 3,149.47 37,793.60
C 19.08 1,526.40 1,526.40 3,307.20 39,686.40
D 20.04 1,603.20 1,603.20 3,473.60 41,683.20
E 21.05 1,684.00 1,684.00 3,648.67 43,784.00
pt087 A 17.45 1,396.00 1,396.00 3,024.67 36,296.00
B 18.33 1,466.40 1,466.40 3,177.20 38,126.40
C 19.25 1,540.00 1,540.00 3,336.67 40,040.00
D 20.22 1,617.60 1,617.60 3,504.80 42,057.60
E 21.24 1,699.20 1,699.20 3,681.60 44,179.20
pt088 A 17.60 1,408.00 1,408.00 3,050.67 36,608.00
B 18.48 1,478.40 1,478.40 3,203.20 38,438.40
C 19.41 1,552.80 1,552.80 3,364.40 40,372.80
D 20.39 1,631.20 1,631.20 3,534.27 42,411.20
E 21.41 1,712.80 1,712.80 3,711.07 44,532.80
pt089 A 17.75 1,420.00 1,420.00 3,076.67 36,920.00
B 18.64 1,491.20 1,491.20 3,230.93 38,771.20
C 19.58 1,566.40 1,566.40 3,393.87 40,726.40
D 20.56 1,644.80 1,644.80 3,563.73 42,764.80
E 21.59 1,727.20 1,727.20 3,742.27 44,907.20
pt090 A 17.90 1,432.00 1,432.00 3,102.67 37,232.00
B 18.80 1,504.00 1,504.00 3,258.67 39,104.00
C 19.74 1,579.20 1,579.20 3,421.60 41,059.20
D 20.73 1,658.40 1,658.40 3,593.20 43,118.40
E 21.77 1,741.60 1,741.60 3,773.47 45,281.60
pt091 A 18.05 1,444.00 1,444.00 3,128.67 37,544.00
B 18.96 1,516.80 1,516.80 3,286.40 39,436.80
C 19.91 1,592.80 1,592.80 3,451.07 41,412.80
D 20.91 1,672.80 1,672.80 3,624.40 43,492.80
E 21.96 1,756.80 1,756.80 3,806.40 45,676.80
pt092 A 18.20 1,456.00 1,456.00 3,154.67 37,856.00
B 19.11 1,528.80 1,528.80 3,312.40 39,748.80
C 20.07 1,605.60 1,605.60 3,478.80 41,745.60
D 21.08 1,686.40 1,686.40 3,653.87 43,846.40
E 22.14 1,771.20 1,771.20 3,837.60 46,051.20
pt093 A 18.35 1,468.00 1,468.00 3,180.67 38,168.00
B 19.27 1,541.60 1,541.60 3,340.13 40,081.60
C 20.24 1,619.20 1,619.20 3,508.27 42,099.20
D 21.26 1,700.80 1,700.80 3,685.07 44,220.80
E 22.33 1,786.40 1,786.40 3,870.53 46,446.40
pt094 A 18.51 1,480.80 1,480.80 3,208.40 38,500.80
B 19.44 1,555.20 1,555.20 3,369.60 40,435.20
C 20.42 1,633.60 1,633.60 3,539.47 42,473.60
D 21.45 1,716.00 1,716.00 3,718.00 44,616.00
E 22.53 1,802.40 1,802.40 3,905.20 46,862.40
290 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt095 A 18.67 1,493.60 1,493.60 3,236.13 38,833.60
B 19.61 1,568.80 1,568.80 3,399.07 40,788.80
C 20.60 1,648.00 1,648.00 3,570.67 42,848.00
D 21.63 1,730.40 1,730.40 3,749.20 44,990.40
E 22.72 1,817.60 1,817.60 3,938.13 47,257.60
pt096 A 18.83 1,506.40 1,506.40 3,263.87 39,166.40
B 19.78 1,582.40 1,582.40 3,428.53 41,142.40
C 20.77 1,661.60 1,661.60 3,600.13 43,201.60
D 21.81 1,744.80 1,744.80 3,780.40 45,364.80
E 22.91 1,832.80 1,832.80 3,971.07 47,652.80
pt097 A 18.99 1,519.20 1,519.20 3,291.60 39,499.20
B 19.94 1,595.20 1,595.20 3,456.27 41,475.20
C 20.94 1,675.20 1,675.20 3,629.60 43,555.20
D 21.99 1,759.20 1,759.20 3,811.60 45,739.20
E 23.09 1,847.20 1,847.20 4,002.27 48,027.20
pt098 A 19.15 1,532.00 1,532.00 3,319.33 39,832.00
B 20.11 1,608.80 1,608.80 3,485.73 41,828.80
C 21.12 1,689.60 1,689.60 3,660.80 43,929.60
D 22.18 1,774.40 1,774.40 3,844.53 46,134.40
E 23.29 1,863.20 1,863.20 4,036.93 48,443.20
pt099 A 19.31 1,544.80 1,544.80 3,347.07 40,164.80
B 20.28 1,622.40 1,622.40 3,515.20 42,182.40
C 21.30 1,704.00 1,704.00 3,692.00 44,304.00
D 22.37 1,789.60 1,789.60 3,877.47 46,529.60
E 23.49 1,879.20 1,879.20 4,071.60 48,859.20
pt100 A 19.47 1,557.60 1,557.60 3,374.80 40,497.60
B 20.45 1,636.00 1,636.00 3,544.67 42,536.00
C 21.48 1,718.40 1,718.40 3,723.20 44,678.40
D 22.56 1,804.80 1,804.80 3,910.40 46,924.80
E 23.69 1,895.20 1,895.20 4,106.27 49,275.20
pt101 A 19.64 1,571.20 1,571.20 3,404.27 40,851.20
B 20.63 1,650.40 1,650.40 3,575.87 42,910.40
C 21.67 1,733.60 1,733.60 3,756.13 45,073.60
D 22.76 1,820.80 1,820.80 3,945.07 47,340.80
E 23.90 1,912.00 1,912.00 4,142.67 49,712.00
pt102 A 19.81 1,584.80 1,584.80 3,433.73 41,204.80
B 20.81 1,664.80 1,664.80 3,607.07 43,284.80
C 21.86 1,748.80 1,748.80 3,789.07 45,468.80
D 22.96 1,836.80 1,836.80 3,979.73 47,756.80
E 24.11 1,928.80 1,928.80 4,179.07 50,148.80
pt103 A 19.98 1,598.40 1,598.40 3,463.20 41,558.40
B 20.98 1,678.40 1,678.40 3,636.53 43,638.40
C 22.03 1,762.40 1,762.40 3,818.53 45,822.40
D 23.14 1,851.20 1,851.20 4,010.93 48,131.20
E 24.30 1,944.00 1,944.00 4,212.00 50,544.00
291 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt104 A 20.15 1,612.00 1,612.00 3,492.67 41,912.00
B 21.16 1,692.80 1,692.80 3,667.73 44,012.80
C 22.22 1,777.60 1,777.60 3,851.47 46,217.60
D 23.34 1,867.20 1,867.20 4,045.60 48,547.20
E 24.51 1,960.80 1,960.80 4,248.40 50,980.80
pt105 A 20.32 1,625.60 1,625.60 3,522.13 42,265.60
B 21.34 1,707.20 1,707.20 3,698.93 44,387.20
C 22.41 1,792.80 1,792.80 3,884.40 46,612.80
D 23.54 1,883.20 1,883.20 4,080.27 48,963.20
E 24.72 1,977.60 1,977.60 4,284.80 51,417.60
pt106 A 20.49 1,639.20 1,639.20 3,551.60 42,619.20
B 21.52 1,721.60 1,721.60 3,730.13 44,761.60
C 22.60 1,808.00 1,808.00 3,917.33 47,008.00
D 23.73 1,898.40 1,898.40 4,113.20 49,358.40
E 24.92 1,993.60 1,993.60 4,319.47 51,833.60
pt107 A 20.66 1,652.80 1,652.80 3,581.07 42,972.80
B 21.70 1,736.00 1,736.00 3,761.33 45,136.00
C 22.79 1,823.20 1,823.20 3,950.27 47,403.20
D 23.93 1,914.40 1,914.40 4,147.87 49,774.40
E 25.13 2,010.40 2,010.40 4,355.87 52,270.40
pt108 A 20.84 1,667.20 1,667.20 3,612.27 43,347.20
B 21.89 1,751.20 1,751.20 3,794.27 45,531.20
C 22.99 1,839.20 1,839.20 3,984.93 47,819.20
D 24.14 1,931.20 1,931.20 4,184.27 50,211.20
E 25.35 2,028.00 2,028.00 4,394.00 52,728.00
pt109 A 21.02 1,681.60 1,681.60 3,643.47 43,721.60
B 22.08 1,766.40 1,766.40 3,827.20 45,926.40
C 23.19 1,855.20 1,855.20 4,019.60 48,235.20
D 24.35 1,948.00 1,948.00 4,220.67 50,648.00
E 25.57 2,045.60 2,045.60 4,432.13 53,185.60
pt110 A 21.20 1,696.00 1,696.00 3,674.67 44,096.00
B 22.26 1,780.80 1,780.80 3,858.40 46,300.80
C 23.38 1,870.40 1,870.40 4,052.53 48,630.40
D 24.55 1,964.00 1,964.00 4,255.33 51,064.00
E 25.78 2,062.40 2,062.40 4,468.53 53,622.40
pt111 A 21.38 1,710.40 1,710.40 3,705.87 44,470.40
B 22.45 1,796.00 1,796.00 3,891.33 46,696.00
C 23.58 1,886.40 1,886.40 4,087.20 49,046.40
D 24.76 1,980.80 1,980.80 4,291.73 51,500.80
E 26.00 2,080.00 2,080.00 4,506.67 54,080.00
pt112 A 21.56 1,724.80 1,724.80 3,737.07 44,844.80
B 22.64 1,811.20 1,811.20 3,924.27 47,091.20
C 23.78 1,902.40 1,902.40 4,121.87 49,462.40
D 24.97 1,997.60 1,997.60 4,328.13 51,937.60
E 26.22 2,097.60 2,097.60 4,544.80 54,537.60
292 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt113 A 21.74 1,739.20 1,739.20 3,768.27 45,219.20
B 22.83 1,826.40 1,826.40 3,957.20 47,486.40
C 23.98 1,918.40 1,918.40 4,156.53 49,878.40
D 25.18 2,014.40 2,014.40 4,364.53 52,374.40
E 26.44 2,115.20 2,115.20 4,582.93 54,995.20
pt114 A 21.92 1,753.60 1,753.60 3,799.47 45,593.60
B 23.02 1,841.60 1,841.60 3,990.13 47,881.60
C 24.18 1,934.40 1,934.40 4,191.20 50,294.40
D 25.39 2,031.20 2,031.20 4,400.93 52,811.20
E 26.66 2,132.80 2,132.80 4,621.07 55,452.80
pt115 A 22.11 1,768.80 1,768.80 3,832.40 45,988.80
B 23.22 1,857.60 1,857.60 4,024.80 48,297.60
C 24.39 1,951.20 1,951.20 4,227.60 50,731.20
D 25.61 2,048.80 2,048.80 4,439.07 53,268.80
E 26.90 2,152.00 2,152.00 4,662.67 55,952.00
pt116 A 22.30 1,784.00 1,784.00 3,865.33 46,384.00
B 23.42 1,873.60 1,873.60 4,059.47 48,713.60
C 24.60 1,968.00 1,968.00 4,264.00 51,168.00
D 25.83 2,066.40 2,066.40 4,477.20 53,726.40
E 27.13 2,170.40 2,170.40 4,702.53 56,430.40
pt117 A 22.49 1,799.20 1,799.20 3,898.27 46,779.20
B 23.62 1,889.60 1,889.60 4,094.13 49,129.60
C 24.81 1,984.80 1,984.80 4,300.40 51,604.80
D 26.06 2,084.80 2,084.80 4,517.07 54,204.80
E 27.37 2,189.60 2,189.60 4,744.13 56,929.60
pt118 A 22.68 1,814.40 1,814.40 3,931.20 47,174.40
B 23.82 1,905.60 1,905.60 4,128.80 49,545.60
C 25.02 2,001.60 2,001.60 4,336.80 52,041.60
D 26.28 2,102.40 2,102.40 4,555.20 54,662.40
E 27.60 2,208.00 2,208.00 4,784.00 57,408.00
pt119 A 22.87 1,829.60 1,829.60 3,964.13 47,569.60
B 24.02 1,921.60 1,921.60 4,163.47 49,961.60
C 25.23 2,018.40 2,018.40 4,373.20 52,478.40
D 26.50 2,120.00 2,120.00 4,593.33 55,120.00
E 27.83 2,226.40 2,226.40 4,823.87 57,886.40
pt120 A 23.06 1,844.80 1,844.80 3,997.07 47,964.80
B 24.22 1,937.60 1,937.60 4,198.13 50,377.60
C 25.44 2,035.20 2,035.20 4,409.60 52,915.20
D 26.72 2,137.60 2,137.60 4,631.47 55,577.60
E 28.06 2,244.80 2,244.80 4,863.73 58,364.80
pt121 A 23.26 1,860.80 1,860.80 4,031.73 48,380.80
B 24.43 1,954.40 1,954.40 4,234.53 50,814.40
C 25.66 2,052.80 2,052.80 4,447.73 53,372.80
D 26.95 2,156.00 2,156.00 4,671.33 56,056.00
E 28.30 2,264.00 2,264.00 4,905.33 58,864.00
293 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt122 A 23.46 1,876.80 1,876.80 4,066.40 48,796.80
B 24.64 1,971.20 1,971.20 4,270.93 51,251.20
C 25.88 2,070.40 2,070.40 4,485.87 53,830.40
D 27.18 2,174.40 2,174.40 4,711.20 56,534.40
E 28.54 2,283.20 2,283.20 4,946.93 59,363.20
pt123 A 23.66 1,892.80 1,892.80 4,101.07 49,212.80
B 24.85 1,988.00 1,988.00 4,307.33 51,688.00
C 26.10 2,088.00 2,088.00 4,524.00 54,288.00
D 27.41 2,192.80 2,192.80 4,751.07 57,012.80
E 28.79 2,303.20 2,303.20 4,990.27 59,883.20
pt124 A 23.86 1,908.80 1,908.80 4,135.73 49,628.80
B 25.06 2,004.80 2,004.80 4,343.73 52,124.80
C 26.32 2,105.60 2,105.60 4,562.13 54,745.60
D 27.64 2,211.20 2,211.20 4,790.93 57,491.20
E 29.03 2,322.40 2,322.40 5,031.87 60,382.40
pt125 A 24.06 1,924.80 1,924.80 4,170.40 50,044.80
B 25.27 2,021.60 2,021.60 4,380.13 52,561.60
C 26.54 2,123.20 2,123.20 4,600.27 55,203.20
D 27.87 2,229.60 2,229.60 4,830.80 57,969.60
E 29.27 2,341.60 2,341.60 5,073.47 60,881.60
pt126 A 24.26 1,940.80 1,940.80 4,205.07 50,460.80
B 25.48 2,038.40 2,038.40 4,416.53 52,998.40
C 26.76 2,140.80 2,140.80 4,638.40 55,660.80
D 28.10 2,248.00 2,248.00 4,870.67 58,448.00
E 29.51 2,360.80 2,360.80 5,115.07 61,380.80
pt127 A 24.47 1,957.60 1,957.60 4,241.47 50,897.60
B 25.70 2,056.00 2,056.00 4,454.67 53,456.00
C 26.99 2,159.20 2,159.20 4,678.27 56,139.20
D 28.34 2,267.20 2,267.20 4,912.27 58,947.20
E 29.76 2,380.80 2,380.80 5,158.40 61,900.80
pt128 A 24.68 1,974.40 1,974.40 4,277.87 51,334.40
B 25.92 2,073.60 2,073.60 4,492.80 53,913.60
C 27.22 2,177.60 2,177.60 4,718.13 56,617.60
D 28.59 2,287.20 2,287.20 4,955.60 59,467.20
E 30.02 2,401.60 2,401.60 5,203.47 62,441.60
pt129 A 24.89 1,991.20 1,991.20 4,314.27 51,771.20
B 26.14 2,091.20 2,091.20 4,530.93 54,371.20
C 27.45 2,196.00 2,196.00 4,758.00 57,096.00
D 28.83 2,306.40 2,306.40 4,997.20 59,966.40
E 30.28 2,422.40 2,422.40 5,248.53 62,982.40
pt130 A 25.10 2,008.00 2,008.00 4,350.67 52,208.00
B 26.36 2,108.80 2,108.80 4,569.07 54,828.80
C 27.68 2,214.40 2,214.40 4,797.87 57,574.40
D 29.07 2,325.60 2,325.60 5,038.80 60,465.60
E 30.53 2,442.40 2,442.40 5,291.87 63,502.40
294 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt131 A 25.31 2,024.80 2,024.80 4,387.07 52,644.80
B 26.58 2,126.40 2,126.40 4,607.20 55,286.40
C 27.91 2,232.80 2,232.80 4,837.73 58,052.80
D 29.31 2,344.80 2,344.80 5,080.40 60,964.80
E 30.78 2,462.40 2,462.40 5,335.20 64,022.40
pt132 A 25.53 2,042.40 2,042.40 4,425.20 53,102.40
B 26.81 2,144.80 2,144.80 4,647.07 55,764.80
C 28.16 2,252.80 2,252.80 4,881.07 58,572.80
D 29.57 2,365.60 2,365.60 5,125.47 61,505.60
E 31.05 2,484.00 2,484.00 5,382.00 64,584.00
pt133 A 25.75 2,060.00 2,060.00 4,463.33 53,560.00
B 27.04 2,163.20 2,163.20 4,686.93 56,243.20
C 28.40 2,272.00 2,272.00 4,922.67 59,072.00
D 29.82 2,385.60 2,385.60 5,168.80 62,025.60
E 31.32 2,505.60 2,505.60 5,428.80 65,145.60
pt134 A 25.97 2,077.60 2,077.60 4,501.47 54,017.60
B 27.27 2,181.60 2,181.60 4,726.80 56,721.60
C 28.64 2,291.20 2,291.20 4,964.27 59,571.20
D 30.08 2,406.40 2,406.40 5,213.87 62,566.40
E 31.59 2,527.20 2,527.20 5,475.60 65,707.20
pt135 A 26.19 2,095.20 2,095.20 4,539.60 54,475.20
B 27.50 2,200.00 2,200.00 4,766.67 57,200.00
C 28.88 2,310.40 2,310.40 5,005.87 60,070.40
D 30.33 2,426.40 2,426.40 5,257.20 63,086.40
E 31.85 2,548.00 2,548.00 5,520.67 66,248.00
pt136 A 26.41 2,112.80 2,112.80 4,577.73 54,932.80
B 27.74 2,219.20 2,219.20 4,808.27 57,699.20
C 29.13 2,330.40 2,330.40 5,049.20 60,590.40
D 30.59 2,447.20 2,447.20 5,302.27 63,627.20
E 32.12 2,569.60 2,569.60 5,567.47 66,809.60
pt137 A 26.63 2,130.40 2,130.40 4,615.87 55,390.40
B 27.97 2,237.60 2,237.60 4,848.13 58,177.60
C 29.37 2,349.60 2,349.60 5,090.80 61,089.60
D 30.84 2,467.20 2,467.20 5,345.60 64,147.20
E 32.39 2,591.20 2,591.20 5,614.27 67,371.20
pt138 A 26.86 2,148.80 2,148.80 4,655.73 55,868.80
B 28.21 2,256.80 2,256.80 4,889.73 58,676.80
C 29.63 2,370.40 2,370.40 5,135.87 61,630.40
D 31.12 2,489.60 2,489.60 5,394.13 64,729.60
E 32.68 2,614.40 2,614.40 5,664.53 67,974.40
pt139 A 27.09 2,167.20 2,167.20 4,695.60 56,347.20
B 28.45 2,276.00 2,276.00 4,931.33 59,176.00
C 29.88 2,390.40 2,390.40 5,179.20 62,150.40
D 31.38 2,510.40 2,510.40 5,439.20 65,270.40
E 32.95 2,636.00 2,636.00 5,711.33 68,536.00
295 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JANUARY 10, 2023
pt140 A 27.32 2,185.60 2,185.60 4,735.47 56,825.60
B 28.69 2,295.20 2,295.20 4,972.93 59,675.20
C 30.13 2,410.40 2,410.40 5,222.53 62,670.40
D 31.64 2,531.20 2,531.20 5,484.27 65,811.20
E 33.23 2,658.40 2,658.40 5,759.87 69,118.40
pt141 A 27.55 2,204.00 2,204.00 4,775.33 57,304.00
B 28.93 2,314.40 2,314.40 5,014.53 60,174.40
C 30.38 2,430.40 2,430.40 5,265.87 63,190.40
D 31.90 2,552.00 2,552.00 5,529.33 66,352.00
E 33.50 2,680.00 2,680.00 5,806.67 69,680.00
pt142 A 27.78 2,222.40 2,222.40 4,815.20 57,782.40
B 29.17 2,333.60 2,333.60 5,056.13 60,673.60
C 30.63 2,450.40 2,450.40 5,309.20 63,710.40
D 32.17 2,573.60 2,573.60 5,576.13 66,913.60
E 33.78 2,702.40 2,702.40 5,855.20 70,262.40
pt143 A 28.02 2,241.60 2,241.60 4,856.80 58,281.60
B 29.43 2,354.40 2,354.40 5,101.20 61,214.40
C 30.91 2,472.80 2,472.80 5,357.73 64,292.80
D 32.46 2,596.80 2,596.80 5,626.40 67,516.80
E 34.09 2,727.20 2,727.20 5,908.93 70,907.20
pt144 A 28.26 2,260.80 2,260.80 4,898.40 58,780.80
B 29.68 2,374.40 2,374.40 5,144.53 61,734.40
C 31.17 2,493.60 2,493.60 5,402.80 64,833.60
D 32.73 2,618.40 2,618.40 5,673.20 68,078.40
E 34.37 2,749.60 2,749.60 5,957.47 71,489.60
pt145 A 28.50 2,280.00 2,280.00 4,940.00 59,280.00
B 29.93 2,394.40 2,394.40 5,187.87 62,254.40
C 31.43 2,514.40 2,514.40 5,447.87 65,374.40
D 33.01 2,640.80 2,640.80 5,721.73 68,660.80
E 34.67 2,773.60 2,773.60 6,009.47 72,113.60
pt146 A 28.74 2,299.20 2,299.20 4,981.60 59,779.20
B 30.18 2,414.40 2,414.40 5,231.20 62,774.40
C 31.69 2,535.20 2,535.20 5,492.93 65,915.20
D 33.28 2,662.40 2,662.40 5,768.53 69,222.40
E 34.95 2,796.00 2,796.00 6,058.00 72,696.00
296 of 582
City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
July 11, 2023
POSITION TITLE SALARY RANGE HOURLY SALARY
Aquatics Manager pt090 $18.43 – $22.42
Cashier pt077 $16.51 – $20.09
Dishwasher pt077 $16.51 – $20.09
Equipment Service Trainee pt077 $16.51 – $20.09
Kitchen Aide pt077 $16.51 – $20.09
Librarian pt146 $29.62 – $36.03
Library Assistant pt082 $17.22 – $20.95
Library Clerk (Grant Funded) pt077 $16.51 – $20.09
Library Technician pt113 $22.39 – $27.23
Lifeguard/Swim Instructor pt077 $16.51 – $20.09
Management Intern (Graduate) N/A $21.86
Management Intern (Undergraduate) N/A $16.39
Office Aide pt077 $16.51 – $20.09
Part-Time Call Taker pt110 $21.82 – $26.55
Police Cadet pt077 $16.51 – $20.09
Recreation Aide pt077 $16.51 – $20.09
Recreation Leader I pt078 $16.65 – $20.26
Recreation Leader II pt079 $16.79 – $20.43
Recreation Leader III pt080 $16.93 – $20.60
297 of 582
City of National City
Human Resources Department
PART-TIME and SEASONAL POSITIONS
July 11, 2023
POSITION TITLE SALARY RANGE HOURLY SALARY
Recreation Specialist pt080 $16.93 – $20.60
Seasonal Park Aide pt077 $16.51 – $20.09
Senior Library Technician pt119 $23.56 – $28.65
Senior Lifeguard pt078 $16.65 – $20.26
Stock Clerk/Storekeeper pt077 $16.51 – $20.09
Student Worker pt077 $16.51 – $20.09
298 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt077 A 16.51 1,320.80 1,320.80 2,861.73 34,340.80
B 17.34 1,387.20 1,387.20 3,005.60 36,067.20
C 18.21 1,456.80 1,456.80 3,156.40 37,876.80
D 19.13 1,530.40 1,530.40 3,315.87 39,790.40
E 20.09 1,607.20 1,607.20 3,482.27 41,787.20
pt078 A 16.65 1,332.00 1,332.00 2,886.00 34,632.00
B 17.49 1,399.20 1,399.20 3,031.60 36,379.20
C 18.37 1,469.60 1,469.60 3,184.13 38,209.60
D 19.29 1,543.20 1,543.20 3,343.60 40,123.20
E 20.26 1,620.80 1,620.80 3,511.73 42,140.80
pt079 A 16.79 1,343.20 1,343.20 2,910.27 34,923.20
B 17.63 1,410.40 1,410.40 3,055.87 36,670.40
C 18.52 1,481.60 1,481.60 3,210.13 38,521.60
D 19.45 1,556.00 1,556.00 3,371.33 40,456.00
E 20.43 1,634.40 1,634.40 3,541.20 42,494.40
pt080 A 16.93 1,354.40 1,354.40 2,934.53 35,214.40
B 17.78 1,422.40 1,422.40 3,081.87 36,982.40
C 18.67 1,493.60 1,493.60 3,236.13 38,833.60
D 19.61 1,568.80 1,568.80 3,399.07 40,788.80
E 20.60 1,648.00 1,648.00 3,570.67 42,848.00
pt081 A 17.07 1,365.60 1,365.60 2,958.80 35,505.60
B 17.93 1,434.40 1,434.40 3,107.87 37,294.40
C 18.83 1,506.40 1,506.40 3,263.87 39,166.40
D 19.78 1,582.40 1,582.40 3,428.53 41,142.40
E 20.77 1,661.60 1,661.60 3,600.13 43,201.60
pt082 A 17.22 1,377.60 1,377.60 2,984.80 35,817.60
B 18.09 1,447.20 1,447.20 3,135.60 37,627.20
C 19.00 1,520.00 1,520.00 3,293.33 39,520.00
D 19.95 1,596.00 1,596.00 3,458.00 41,496.00
E 20.95 1,676.00 1,676.00 3,631.33 43,576.00
pt083 A 17.37 1,389.60 1,389.60 3,010.80 36,129.60
B 18.24 1,459.20 1,459.20 3,161.60 37,939.20
C 19.16 1,532.80 1,532.80 3,321.07 39,852.80
D 20.12 1,609.60 1,609.60 3,487.47 41,849.60
E 21.13 1,690.40 1,690.40 3,662.53 43,950.40
pt084 A 17.52 1,401.60 1,401.60 3,036.80 36,441.60
B 18.40 1,472.00 1,472.00 3,189.33 38,272.00
C 19.32 1,545.60 1,545.60 3,348.80 40,185.60
D 20.29 1,623.20 1,623.20 3,516.93 42,203.20
E 21.31 1,704.80 1,704.80 3,693.73 44,324.80
pt085 A 17.67 1,413.60 1,413.60 3,062.80 36,753.60
B 18.56 1,484.80 1,484.80 3,217.07 38,604.80
C 19.49 1,559.20 1,559.20 3,378.27 40,539.20
D 20.47 1,637.60 1,637.60 3,548.13 42,577.60
E 21.50 1,720.00 1,720.00 3,726.67 44,720.00
299 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt086 A 17.82 1,425.60 1,425.60 3,088.80 37,065.60
B 18.72 1,497.60 1,497.60 3,244.80 38,937.60
C 19.66 1,572.80 1,572.80 3,407.73 40,892.80
D 20.65 1,652.00 1,652.00 3,579.33 42,952.00
E 21.69 1,735.20 1,735.20 3,759.60 45,115.20
pt087 A 17.97 1,437.60 1,437.60 3,114.80 37,377.60
B 18.87 1,509.60 1,509.60 3,270.80 39,249.60
C 19.82 1,585.60 1,585.60 3,435.47 41,225.60
D 20.82 1,665.60 1,665.60 3,608.80 43,305.60
E 21.87 1,749.60 1,749.60 3,790.80 45,489.60
pt088 A 18.12 1,449.60 1,449.60 3,140.80 37,689.60
B 19.03 1,522.40 1,522.40 3,298.53 39,582.40
C 19.99 1,599.20 1,599.20 3,464.93 41,579.20
D 20.99 1,679.20 1,679.20 3,638.27 43,659.20
E 22.04 1,763.20 1,763.20 3,820.27 45,843.20
pt089 A 18.27 1,461.60 1,461.60 3,166.80 38,001.60
B 19.19 1,535.20 1,535.20 3,326.27 39,915.20
C 20.15 1,612.00 1,612.00 3,492.67 41,912.00
D 21.16 1,692.80 1,692.80 3,667.73 44,012.80
E 22.22 1,777.60 1,777.60 3,851.47 46,217.60
pt090 A 18.43 1,474.40 1,474.40 3,194.53 38,334.40
B 19.36 1,548.80 1,548.80 3,355.73 40,268.80
C 20.33 1,626.40 1,626.40 3,523.87 42,286.40
D 21.35 1,708.00 1,708.00 3,700.67 44,408.00
E 22.42 1,793.60 1,793.60 3,886.13 46,633.60
pt091 A 18.59 1,487.20 1,487.20 3,222.27 38,667.20
B 19.52 1,561.60 1,561.60 3,383.47 40,601.60
C 20.50 1,640.00 1,640.00 3,553.33 42,640.00
D 21.53 1,722.40 1,722.40 3,731.87 44,782.40
E 22.61 1,808.80 1,808.80 3,919.07 47,028.80
pt092 A 18.75 1,500.00 1,500.00 3,250.00 39,000.00
B 19.69 1,575.20 1,575.20 3,412.93 40,955.20
C 20.68 1,654.40 1,654.40 3,584.53 43,014.40
D 21.72 1,737.60 1,737.60 3,764.80 45,177.60
E 22.81 1,824.80 1,824.80 3,953.73 47,444.80
pt093 A 18.91 1,512.80 1,512.80 3,277.73 39,332.80
B 19.86 1,588.80 1,588.80 3,442.40 41,308.80
C 20.86 1,668.80 1,668.80 3,615.73 43,388.80
D 21.91 1,752.80 1,752.80 3,797.73 45,572.80
E 23.01 1,840.80 1,840.80 3,988.40 47,860.80
pt094 A 19.07 1,525.60 1,525.60 3,305.47 39,665.60
B 20.03 1,602.40 1,602.40 3,471.87 41,662.40
C 21.04 1,683.20 1,683.20 3,646.93 43,763.20
D 22.10 1,768.00 1,768.00 3,830.67 45,968.00
E 23.21 1,856.80 1,856.80 4,023.07 48,276.80
300 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt095 A 19.23 1,538.40 1,538.40 3,333.20 39,998.40
B 20.20 1,616.00 1,616.00 3,501.33 42,016.00
C 21.21 1,696.80 1,696.80 3,676.40 44,116.80
D 22.28 1,782.40 1,782.40 3,861.87 46,342.40
E 23.40 1,872.00 1,872.00 4,056.00 48,672.00
pt096 A 19.39 1,551.20 1,551.20 3,360.93 40,331.20
B 20.36 1,628.80 1,628.80 3,529.07 42,348.80
C 21.38 1,710.40 1,710.40 3,705.87 44,470.40
D 22.45 1,796.00 1,796.00 3,891.33 46,696.00
E 23.58 1,886.40 1,886.40 4,087.20 49,046.40
pt097 A 19.55 1,564.00 1,564.00 3,388.67 40,664.00
B 20.53 1,642.40 1,642.40 3,558.53 42,702.40
C 21.56 1,724.80 1,724.80 3,737.07 44,844.80
D 22.64 1,811.20 1,811.20 3,924.27 47,091.20
E 23.78 1,902.40 1,902.40 4,121.87 49,462.40
pt098 A 19.72 1,577.60 1,577.60 3,418.13 41,017.60
B 20.71 1,656.80 1,656.80 3,589.73 43,076.80
C 21.75 1,740.00 1,740.00 3,770.00 45,240.00
D 22.84 1,827.20 1,827.20 3,958.93 47,507.20
E 23.99 1,919.20 1,919.20 4,158.27 49,899.20
pt099 A 19.89 1,591.20 1,591.20 3,447.60 41,371.20
B 20.89 1,671.20 1,671.20 3,620.93 43,451.20
C 21.94 1,755.20 1,755.20 3,802.93 45,635.20
D 23.04 1,843.20 1,843.20 3,993.60 47,923.20
E 24.20 1,936.00 1,936.00 4,194.67 50,336.00
pt100 A 20.06 1,604.80 1,604.80 3,477.07 41,724.80
B 21.07 1,685.60 1,685.60 3,652.13 43,825.60
C 22.13 1,770.40 1,770.40 3,835.87 46,030.40
D 23.24 1,859.20 1,859.20 4,028.27 48,339.20
E 24.41 1,952.80 1,952.80 4,231.07 50,772.80
pt101 A 20.23 1,618.40 1,618.40 3,506.53 42,078.40
B 21.25 1,700.00 1,700.00 3,683.33 44,200.00
C 22.32 1,785.60 1,785.60 3,868.80 46,425.60
D 23.44 1,875.20 1,875.20 4,062.93 48,755.20
E 24.62 1,969.60 1,969.60 4,267.47 51,209.60
pt102 A 20.40 1,632.00 1,632.00 3,536.00 42,432.00
B 21.42 1,713.60 1,713.60 3,712.80 44,553.60
C 22.50 1,800.00 1,800.00 3,900.00 46,800.00
D 23.63 1,890.40 1,890.40 4,095.87 49,150.40
E 24.82 1,985.60 1,985.60 4,302.13 51,625.60
pt103 A 20.57 1,645.60 1,645.60 3,565.47 42,785.60
B 21.60 1,728.00 1,728.00 3,744.00 44,928.00
C 22.68 1,814.40 1,814.40 3,931.20 47,174.40
D 23.82 1,905.60 1,905.60 4,128.80 49,545.60
E 25.02 2,001.60 2,001.60 4,336.80 52,041.60
301 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt104 A 20.74 1,659.20 1,659.20 3,594.93 43,139.20
B 21.78 1,742.40 1,742.40 3,775.20 45,302.40
C 22.87 1,829.60 1,829.60 3,964.13 47,569.60
D 24.02 1,921.60 1,921.60 4,163.47 49,961.60
E 25.23 2,018.40 2,018.40 4,373.20 52,478.40
pt105 A 20.92 1,673.60 1,673.60 3,626.13 43,513.60
B 21.97 1,757.60 1,757.60 3,808.13 45,697.60
C 23.07 1,845.60 1,845.60 3,998.80 47,985.60
D 24.23 1,938.40 1,938.40 4,199.87 50,398.40
E 25.45 2,036.00 2,036.00 4,411.33 52,936.00
pt106 A 21.10 1,688.00 1,688.00 3,657.33 43,888.00
B 22.16 1,772.80 1,772.80 3,841.07 46,092.80
C 23.27 1,861.60 1,861.60 4,033.47 48,401.60
D 24.44 1,955.20 1,955.20 4,236.27 50,835.20
E 25.67 2,053.60 2,053.60 4,449.47 53,393.60
pt107 A 21.28 1,702.40 1,702.40 3,688.53 44,262.40
B 22.35 1,788.00 1,788.00 3,874.00 46,488.00
C 23.47 1,877.60 1,877.60 4,068.13 48,817.60
D 24.65 1,972.00 1,972.00 4,272.67 51,272.00
E 25.89 2,071.20 2,071.20 4,487.60 53,851.20
pt108 A 21.46 1,716.80 1,716.80 3,719.73 44,636.80
B 22.54 1,803.20 1,803.20 3,906.93 46,883.20
C 23.67 1,893.60 1,893.60 4,102.80 49,233.60
D 24.86 1,988.80 1,988.80 4,309.07 51,708.80
E 26.11 2,088.80 2,088.80 4,525.73 54,308.80
pt109 A 21.64 1,731.20 1,731.20 3,750.93 45,011.20
B 22.73 1,818.40 1,818.40 3,939.87 47,278.40
C 23.87 1,909.60 1,909.60 4,137.47 49,649.60
D 25.07 2,005.60 2,005.60 4,345.47 52,145.60
E 26.33 2,106.40 2,106.40 4,563.87 54,766.40
pt110 A 21.82 1,745.60 1,745.60 3,782.13 45,385.60
B 22.92 1,833.60 1,833.60 3,972.80 47,673.60
C 24.07 1,925.60 1,925.60 4,172.13 50,065.60
D 25.28 2,022.40 2,022.40 4,381.87 52,582.40
E 26.55 2,124.00 2,124.00 4,602.00 55,224.00
pt111 A 22.01 1,760.80 1,760.80 3,815.07 45,780.80
B 23.12 1,849.60 1,849.60 4,007.47 48,089.60
C 24.28 1,942.40 1,942.40 4,208.53 50,502.40
D 25.50 2,040.00 2,040.00 4,420.00 53,040.00
E 26.78 2,142.40 2,142.40 4,641.87 55,702.40
pt112 A 22.20 1,776.00 1,776.00 3,848.00 46,176.00
B 23.31 1,864.80 1,864.80 4,040.40 48,484.80
C 24.48 1,958.40 1,958.40 4,243.20 50,918.40
D 25.71 2,056.80 2,056.80 4,456.40 53,476.80
E 27.00 2,160.00 2,160.00 4,680.00 56,160.00
302 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt113 A 22.39 1,791.20 1,791.20 3,880.93 46,571.20
B 23.51 1,880.80 1,880.80 4,075.07 48,900.80
C 24.69 1,975.20 1,975.20 4,279.60 51,355.20
D 25.93 2,074.40 2,074.40 4,494.53 53,934.40
E 27.23 2,178.40 2,178.40 4,719.87 56,638.40
pt114 A 22.58 1,806.40 1,806.40 3,913.87 46,966.40
B 23.71 1,896.80 1,896.80 4,109.73 49,316.80
C 24.90 1,992.00 1,992.00 4,316.00 51,792.00
D 26.15 2,092.00 2,092.00 4,532.67 54,392.00
E 27.46 2,196.80 2,196.80 4,759.73 57,116.80
pt115 A 22.77 1,821.60 1,821.60 3,946.80 47,361.60
B 23.91 1,912.80 1,912.80 4,144.40 49,732.80
C 25.11 2,008.80 2,008.80 4,352.40 52,228.80
D 26.37 2,109.60 2,109.60 4,570.80 54,849.60
E 27.69 2,215.20 2,215.20 4,799.60 57,595.20
pt116 A 22.96 1,836.80 1,836.80 3,979.73 47,756.80
B 24.11 1,928.80 1,928.80 4,179.07 50,148.80
C 25.32 2,025.60 2,025.60 4,388.80 52,665.60
D 26.59 2,127.20 2,127.20 4,608.93 55,307.20
E 27.92 2,233.60 2,233.60 4,839.47 58,073.60
pt117 A 23.16 1,852.80 1,852.80 4,014.40 48,172.80
B 24.32 1,945.60 1,945.60 4,215.47 50,585.60
C 25.54 2,043.20 2,043.20 4,426.93 53,123.20
D 26.82 2,145.60 2,145.60 4,648.80 55,785.60
E 28.17 2,253.60 2,253.60 4,882.80 58,593.60
pt118 A 23.36 1,868.80 1,868.80 4,049.07 48,588.80
B 24.53 1,962.40 1,962.40 4,251.87 51,022.40
C 25.76 2,060.80 2,060.80 4,465.07 53,580.80
D 27.05 2,164.00 2,164.00 4,688.67 56,264.00
E 28.41 2,272.80 2,272.80 4,924.40 59,092.80
pt119 A 23.56 1,884.80 1,884.80 4,083.73 49,004.80
B 24.74 1,979.20 1,979.20 4,288.27 51,459.20
C 25.98 2,078.40 2,078.40 4,503.20 54,038.40
D 27.28 2,182.40 2,182.40 4,728.53 56,742.40
E 28.65 2,292.00 2,292.00 4,966.00 59,592.00
pt120 A 23.76 1,900.80 1,900.80 4,118.40 49,420.80
B 24.95 1,996.00 1,996.00 4,324.67 51,896.00
C 26.20 2,096.00 2,096.00 4,541.33 54,496.00
D 27.51 2,200.80 2,200.80 4,768.40 57,220.80
E 28.89 2,311.20 2,311.20 5,007.60 60,091.20
pt121 A 23.96 1,916.80 1,916.80 4,153.07 49,836.80
B 25.16 2,012.80 2,012.80 4,361.07 52,332.80
C 26.42 2,113.60 2,113.60 4,579.47 54,953.60
D 27.75 2,220.00 2,220.00 4,810.00 57,720.00
E 29.14 2,331.20 2,331.20 5,050.93 60,611.20
303 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt122 A 24.16 1,932.80 1,932.80 4,187.73 50,252.80
B 25.37 2,029.60 2,029.60 4,397.47 52,769.60
C 26.64 2,131.20 2,131.20 4,617.60 55,411.20
D 27.98 2,238.40 2,238.40 4,849.87 58,198.40
E 29.38 2,350.40 2,350.40 5,092.53 61,110.40
pt123 A 24.37 1,949.60 1,949.60 4,224.13 50,689.60
B 25.59 2,047.20 2,047.20 4,435.60 53,227.20
C 26.87 2,149.60 2,149.60 4,657.47 55,889.60
D 28.22 2,257.60 2,257.60 4,891.47 58,697.60
E 29.64 2,371.20 2,371.20 5,137.60 61,651.20
pt124 A 24.58 1,966.40 1,966.40 4,260.53 51,126.40
B 25.81 2,064.80 2,064.80 4,473.73 53,684.80
C 27.11 2,168.80 2,168.80 4,699.07 56,388.80
D 28.47 2,277.60 2,277.60 4,934.80 59,217.60
E 29.90 2,392.00 2,392.00 5,182.67 62,192.00
pt125 A 24.79 1,983.20 1,983.20 4,296.93 51,563.20
B 26.03 2,082.40 2,082.40 4,511.87 54,142.40
C 27.34 2,187.20 2,187.20 4,738.93 56,867.20
D 28.71 2,296.80 2,296.80 4,976.40 59,716.80
E 30.15 2,412.00 2,412.00 5,226.00 62,712.00
pt126 A 25.00 2,000.00 2,000.00 4,333.33 52,000.00
B 26.25 2,100.00 2,100.00 4,550.00 54,600.00
C 27.57 2,205.60 2,205.60 4,778.80 57,345.60
D 28.95 2,316.00 2,316.00 5,018.00 60,216.00
E 30.40 2,432.00 2,432.00 5,269.33 63,232.00
pt127 A 25.21 2,016.80 2,016.80 4,369.73 52,436.80
B 26.48 2,118.40 2,118.40 4,589.87 55,078.40
C 27.81 2,224.80 2,224.80 4,820.40 57,844.80
D 29.21 2,336.80 2,336.80 5,063.07 60,756.80
E 30.68 2,454.40 2,454.40 5,317.87 63,814.40
pt128 A 25.42 2,033.60 2,033.60 4,406.13 52,873.60
B 26.70 2,136.00 2,136.00 4,628.00 55,536.00
C 28.04 2,243.20 2,243.20 4,860.27 58,323.20
D 29.45 2,356.00 2,356.00 5,104.67 61,256.00
E 30.93 2,474.40 2,474.40 5,361.20 64,334.40
pt129 A 25.64 2,051.20 2,051.20 4,444.27 53,331.20
B 26.93 2,154.40 2,154.40 4,667.87 56,014.40
C 28.28 2,262.40 2,262.40 4,901.87 58,822.40
D 29.70 2,376.00 2,376.00 5,148.00 61,776.00
E 31.19 2,495.20 2,495.20 5,406.27 64,875.20
pt130 A 25.86 2,068.80 2,068.80 4,482.40 53,788.80
B 27.16 2,172.80 2,172.80 4,707.73 56,492.80
C 28.52 2,281.60 2,281.60 4,943.47 59,321.60
D 29.95 2,396.00 2,396.00 5,191.33 62,296.00
E 31.45 2,516.00 2,516.00 5,451.33 65,416.00
304 of 582
CITY OF NATIONAL CITY
PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt131 A 26.08 2,086.40 2,086.40 4,520.53 54,246.40
B 27.39 2,191.20 2,191.20 4,747.60 56,971.20
C 28.76 2,300.80 2,300.80 4,985.07 59,820.80
D 30.20 2,416.00 2,416.00 5,234.67 62,816.00
E 31.71 2,536.80 2,536.80 5,496.40 65,956.80
pt132 A 26.30 2,104.00 2,104.00 4,558.67 54,704.00
B 27.62 2,209.60 2,209.60 4,787.47 57,449.60
C 29.01 2,320.80 2,320.80 5,028.40 60,340.80
D 30.47 2,437.60 2,437.60 5,281.47 63,377.60
E 32.00 2,560.00 2,560.00 5,546.67 66,560.00
pt133 A 26.52 2,121.60 2,121.60 4,596.80 55,161.60
B 27.85 2,228.00 2,228.00 4,827.33 57,928.00
C 29.25 2,340.00 2,340.00 5,070.00 60,840.00
D 30.72 2,457.60 2,457.60 5,324.80 63,897.60
E 32.26 2,580.80 2,580.80 5,591.73 67,100.80
pt134 A 26.75 2,140.00 2,140.00 4,636.67 55,640.00
B 28.09 2,247.20 2,247.20 4,868.93 58,427.20
C 29.50 2,360.00 2,360.00 5,113.33 61,360.00
D 30.98 2,478.40 2,478.40 5,369.87 64,438.40
E 32.53 2,602.40 2,602.40 5,638.53 67,662.40
pt135 A 26.98 2,158.40 2,158.40 4,676.53 56,118.40
B 28.33 2,266.40 2,266.40 4,910.53 58,926.40
C 29.75 2,380.00 2,380.00 5,156.67 61,880.00
D 31.24 2,499.20 2,499.20 5,414.93 64,979.20
E 32.81 2,624.80 2,624.80 5,687.07 68,244.80
pt136 A 27.21 2,176.80 2,176.80 4,716.40 56,596.80
B 28.58 2,286.40 2,286.40 4,953.87 59,446.40
C 30.01 2,400.80 2,400.80 5,201.73 62,420.80
D 31.52 2,521.60 2,521.60 5,463.47 65,561.60
E 33.10 2,648.00 2,648.00 5,737.33 68,848.00
pt137 A 27.44 2,195.20 2,195.20 4,756.27 57,075.20
B 28.82 2,305.60 2,305.60 4,995.47 59,945.60
C 30.27 2,421.60 2,421.60 5,246.80 62,961.60
D 31.79 2,543.20 2,543.20 5,510.27 66,123.20
E 33.38 2,670.40 2,670.40 5,785.87 69,430.40
pt138 A 27.67 2,213.60 2,213.60 4,796.13 57,553.60
B 29.06 2,324.80 2,324.80 5,037.07 60,444.80
C 30.52 2,441.60 2,441.60 5,290.13 63,481.60
D 32.05 2,564.00 2,564.00 5,555.33 66,664.00
E 33.66 2,692.80 2,692.80 5,834.40 70,012.80
pt139 A 27.91 2,232.80 2,232.80 4,837.73 58,052.80
B 29.31 2,344.80 2,344.80 5,080.40 60,964.80
C 30.78 2,462.40 2,462.40 5,335.20 64,022.40
D 32.32 2,585.60 2,585.60 5,602.13 67,225.60
E 33.94 2,715.20 2,715.20 5,882.93 70,595.20
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PART-TIME & SEASONAL POSITIONS
RANGE STEP HOURLY BASE BIWEEKLY MONTHLY ANNUAL
3% INCREASE EFFECTIVE: JULY 11, 2023
pt140 A 28.15 2,252.00 2,252.00 4,879.33 58,552.00
B 29.56 2,364.80 2,364.80 5,123.73 61,484.80
C 31.04 2,483.20 2,483.20 5,380.27 64,563.20
D 32.60 2,608.00 2,608.00 5,650.67 67,808.00
E 34.23 2,738.40 2,738.40 5,933.20 71,198.40
pt141 A 28.39 2,271.20 2,271.20 4,920.93 59,051.20
B 29.81 2,384.80 2,384.80 5,167.07 62,004.80
C 31.31 2,504.80 2,504.80 5,427.07 65,124.80
D 32.88 2,630.40 2,630.40 5,699.20 68,390.40
E 34.53 2,762.40 2,762.40 5,985.20 71,822.40
pt142 A 28.63 2,290.40 2,290.40 4,962.53 59,550.40
B 30.07 2,405.60 2,405.60 5,212.13 62,545.60
C 31.58 2,526.40 2,526.40 5,473.87 65,686.40
D 33.16 2,652.80 2,652.80 5,747.73 68,972.80
E 34.82 2,785.60 2,785.60 6,035.47 72,425.60
pt143 A 28.87 2,309.60 2,309.60 5,004.13 60,049.60
B 30.32 2,425.60 2,425.60 5,255.47 63,065.60
C 31.84 2,547.20 2,547.20 5,518.93 66,227.20
D 33.44 2,675.20 2,675.20 5,796.27 69,555.20
E 35.12 2,809.60 2,809.60 6,087.47 73,049.60
pt144 A 29.12 2,329.60 2,329.60 5,047.47 60,569.60
B 30.58 2,446.40 2,446.40 5,300.53 63,606.40
C 32.11 2,568.80 2,568.80 5,565.73 66,788.80
D 33.72 2,697.60 2,697.60 5,844.80 70,137.60
E 35.41 2,832.80 2,832.80 6,137.73 73,652.80
pt145 A 29.37 2,349.60 2,349.60 5,090.80 61,089.60
B 30.84 2,467.20 2,467.20 5,345.60 64,147.20
C 32.39 2,591.20 2,591.20 5,614.27 67,371.20
D 34.01 2,720.80 2,720.80 5,895.07 70,740.80
E 35.72 2,857.60 2,857.60 6,191.47 74,297.60
pt146 A 29.62 2,369.60 2,369.60 5,134.13 61,609.60
B 31.11 2,488.80 2,488.80 5,392.40 64,708.80
C 32.67 2,613.60 2,613.60 5,662.80 67,953.60
D 34.31 2,744.80 2,744.80 5,947.07 71,364.80
E 36.03 2,882.40 2,882.40 6,245.20 74,942.40
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RESOLUTION NO. 2022 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA APPROVING AN AMENDMENT TO THE SALARY SCHEDULE FOR
THE PART-TIME AND SEASONAL EMPLOYEE CLASSIFICATIONS TO INCREASE WAGES BY 3% EFFECTIVE THE FIRST FULL PAY PERIOD OF JULY 2022, JANUARY 2023, AND JULY 2023
WHEREAS, on May 17, 2022, City Council directed City staff to increase wages for Part -Time and Seasonal employee classifications by 3% effective the first full pay period of July 2022, January 2023, and July 2023; and
WHEREAS, the salary schedule for these employees was last updated in January 2021; and
WHEREAS, the estimated cost of the wage increases are $60,000 in Fiscal Year 2023, which was appropriated in the adopted Fiscal Year 2023 budget, and an additional $30,000 in Fiscal Year 2024 for the 3% increase effective July 2023; and WHEREAS, City staff recommends that the City Council approve the amendments to the salary schedule for Part-Time and Seasonal employee classifications.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Hereby authorizes and approves amending the salary schedule for the Part-Time and Seasonal employee classifications to increase wages by 3% effective the first full pay period of July 2022, January 2023, and July 2023.
Section 2: That the City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022.
Alejandra Sotelo-Solis, Mayor
ATTEST:
Luz Molina, City Clerk
APPROVED AS TO FORM:
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California adopting City Council Policy #203, “Investments,” as amended, for fiscal year 2022. (Finance) Please scroll down to view the backup material.
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CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
ITEM TITLE:
DEPARTMENT:
PHONE: APPROVED BY:
AGENDA ITEM NO.: MEETING DATE:
ENVIRONMENTAL REVIEW:
FINANCIAL STATEMENT: APPROVED: FINANCE
ORDINANCE: INTRODUCTION
ACCOUNT NO.
STAFF RECOMMENDATION:
BOARD / COMMISSION RECOMMENDATION:
ATTACHMENTS:
FINAL ADOPTION
APPROVED: MIS
PREPARED BY:
1. Council Policy #203, “Investments” (Draft)
2. Council Policy #203, “Investments” (Final)
3. Resolution
Adopt the resolution, adopting City Council Policy #203, “Investments,” as amended, for fiscal year 2022.
This is not a project and, therefore, not subject to environmental review.
NA
EXPLANATION:
The Council Policy #203 is being amended to replace the title Director of Finance with Administrative Services Director or designee where it is mentioned throughout the document, correcting grammar and formatting on section V, subsection A; section VIII, subsection 1, 4a, 8c,11c; section X, subsection A and B; and updating Related Policy References, Prior Policy Amendments, and Appendix I, Authorized Personnel. In addition, with the passing of SB998, municipalities are permitted to hold zero or negative interest rate US Government Securities. Per CA Code 53601(o) collateralized mortgage obligations are now an authorized investment.
The changes are minor in nature. The amended policy makes no significant changes to the City's investment goals, authorized investment instruments, or risk management. 619-336-4346
Finance Ronald Gutlay
Resolution of the City Council of the City of National City, California, adopting City Council Policy #203, “Investments,” as amended, for Fiscal Year 2022.
June 21, 2022
N/A
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CITY COUNCIL POLICY
CITY OF NATIONAL CITY
AMENDED: August 18, 2020 ADOPTED: October 23, 1990
POLICY #203 TITLE: Investments
I. INTRODUCTION
The City of National City’s investment program will conform to federal, state, and other legal requirements, including California Government Code Sections 164 29.1-16429.4, 53600- 53609, and 53630-53686. The following investment policy addresses the methods, procedures, and practices which must be exercised to ensure eff ective and judicious fiscal and investment management of the City’s funds. It is the policy of the City to invest public funds in a manner that will provide a market rate of return, gi ven its requirements for preserving principal and meeting the daily cash flow demands of the City. All investments will comply with this Investment Policy and governing laws.
This Investment Policy replaces any previous Investment Policy or Investment Procedures of the City.
II. SCOPE
This Investment Policy applies to all the City’s financial assets and investment activities with the following exception(s):
Proceeds of debt issuance shall be invested in accordance with the City’s general investment philosophy as set forth in this policy; however, suc h proceeds are invested in accordance with permitted investment provisions of their specific bond indentures.
Pooling of Funds: Except for cash in certain restricted and special funds, the Ci ty will consolidate cash and reserve balances from all funds to maximize investment earnings and to increase efficiencies with regard to investment pricing, saf ekeeping and administration.
Investment income will be allocated to the various funds based on their respective participation and in accordance with generally accepted accounting principles.
III. GENERAL OBJECTIVES
The overriding objectives of the investment program are to pres erve principal, provide sufficient liquidity, and manage investment risks.
1. Safety: Safety of principal is the foremost objective of the investme nt program.
Investments will be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to miti gate credit risk and interest rate risk.
2. Liquidity: The investment portfolio will remain sufficiently liquid to m eet all operating requirements
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3. Return: The investment portfolio will be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints for safety and liquidity needs.
IV. PRUDENCE, INDEMNIFICATION, AND ETHICS
A. Prudent Investor Standard: Management of the City’s inv estments is governed by the Prudent Investor Standard as set forth in California Government Code Section 53600.3:
“…all governing bodies of local agencies or persons authorized to m a k e investment decisions on behalf of those local agencies investin g public funds pursuant to this chapter are trustees and therefore fiduciaries subject to the prudent investor standard. When investing, reinvesting, purchas ing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing , including, but not limited to, the general economic conditions and the anticip ated needs of the City, that a prudent person acting in a like capacity and famil iarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the City. Within the limitations of this section and considering individual investme nts as part of an overall strategy, investments may be acquired as authorized by law.”
B. Indemnification: The Director of Finance Administrative Services Director or City Manager designee hereinafter designated as Financial Services O fficer and other authorized persons responsible for managing City funds, acting in accordance with written procedures and the Investment Policy and exercising due diligen ce, will be relieved of personal responsibility for an individual security’s credit ris k or market price changes, provided deviations from expectations are reported within 30 days and appropriate action is taken to control adverse developments.
C. Ethics: Officers and employees involved in the investment process wil l refrain from personal business activity that could conflict with proper exec ution of the investment program, or which could impair their ability to make impartial investment decisions.
V. DELEGATION OF AUTHORITY
A. Authority to manage the City’s investment program is derived from California Government Code Section 53600 et seq. The City Council is responsible for the City’s cash management, including the administration of this Investment Pol icy. Management responsibility for the cash management of City funds is hereby delegated to the Administrative Services Director of Finance and/or Financial Services Officer.
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The Director of Finance and/or Financial Services OfficerDirector of Administrative Services Director or designee will be responsible for all transactions undertaken and will establish a system of procedures and controls to regulate the activities of subordinate employee.
B. The City may engage the services of one or more external inv estment managers to assist in the management of the City’s investment portfolio in a manner consistent with the City’s objectives. Such external managers may be granted discre tion to purchase and sell investment securities in accordance with this Investment Policy . Such managers must be registered under the Investment Advisers Act of 1940.
VI. AUTHORIZED FINANCIAL INSTITUTIONS, DEPOSITORIES, AND BROKER/DEALERS
A list will be maintained of financial institutions and deposit ories authorized to provide investment services. In addition, a list will be maintained of approved security broker/dealers selected by conducting a process of due diligence described in the investment procedures manual. These may include “primary” dealers or regional dealers that qualify under Securities and Exchange Commission (SEC) Rule 15C3-1 (uniform net capital rule).
A. The City’s Director of Finance and/or Financial Services OfficerDirector of Administrative Services Director or designee will determine which financial institutions are authorized to provide investment services to the City. Institutions eligible to transact investment business with the City include:
1. Primary government dealers as designated by the Federal Rese rve Bank;
2. Nationally or state-chartered banks;
3. The Federal Reserve Bank; and
4. Direct issuers of securities eligible for purchase.
B. Selection of financial institutions and broker/dealers autho rized to engage in transactions with the City will be at the sole discretion of the City.
C .All financial institutions which desire to become qualified bidders for investment transactions (and which are not dealing only with the investmen t adviser) must supply the Director of Finance and/or Financial Services Officer Director of Administrative Services Director or designee with a statement certifying that the institution has reviewed C alifornia Government Code Section 53600 et seq. and the City’s Investment Policy.
D. Selection of broker/dealers used by an external investment a dviser retained by the City will be at the sole discretion of the investment adviser. 312 of 582
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E. Public deposits will be made only in qualified public deposi tories as established by State law. Deposits will be insured by the Federal Deposit Insurance Corporation, or, to the extent the amount exceeds the insured maximum, will be collateralized in accordance with State law.
VII. DELIVERY, SAFEKEEPING AND CUSTODY, AND COMPETITIVE TRANSACTIONS
A. Delivery-versus-payment: Settlement of all investment transactions will be completed using standard delivery-vs.-payment procedures.
B. Third-party safekeeping : To protect against potential losses by collapse of individual securities dealers, and to enhance access to securities, intere st payments and maturity proceeds, all securities owned by the City will be held in safe keeping by a third party bank custodian, acting as agent for the City under the terms of a custody agreement executed by the bank and the City.
C. Competitive transactions: All investment transactions will be conducted on a competitive basis which can be executed through a bidding process involving at least three separate brokers/financial institutions or through the use of a nationally recognized trading platform.
VIII. AUTHORIZED AND SUITABLE INVESTMENTS
All investments will be made in accordance with California Government Code Section 53600 et seq. and as described within this Investment Policy. Permitted inves tments under this policy will include:
1. Municipal Bonds. These include bonds of the City, the State of California, any o ther statemunicipality, within the state of California. The bonds will be registered in the name of the City or held under a custodial agreement at a bank.
a. Are rated in the category of “A” or better by at least two n ationally recognized statistical rating organizations; and
b. No more than 5% per issuer.
c. No more than 30% of the total portfolio may be invested in m unicipal bonds.
2. US Treasury and other government obligations for which the full faith and c redit of the United States are pledged for the payment of principal and inte rest. There are no limits on the dollar amount or percentage that the City may invest in US Treasuries.
3. Federal Agency or United States government-sponsored enterprise obligations, 313 of 582
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participations, or other instruments , including those issued by or fully guaranteed as to principal and interest by federal agencies or United States gov ernment-sponsored enterprises. There are no limits on the dollar amount or percentage that the City may invest in government-sponsored enterprises.
4. Banker’s acceptances, provided that:
a. They are issued by institutions with short term debt obligat ions rated “A1” or higher, or the equivalent, by at least two nationally recognized statis tical-rating organizations (NRSRO); and have long-term debt obligations which are rated “ A” or higher by at least two nationally recognized statistical rat ing organizations;
b. The maturity does not exceed 180 days; and
c. No more than 40% of the total portfolio may be invested in b anker’s acceptances and no more than 5% per issuer.
5. Federally insured time deposits (Non-negotiable certificates of deposit) in state or federally chartered banks, savings and loans, or credit unions, provided that:
a. The amount per institution is limited to the maximum covered under federal insurance; and
b. The maturity of such deposits does not exceed 5 years.
6. Certificate of Deposit Placement Service (CDARS)
a. No more than 30% of the total portfolio may be invested in a combination of certificates of deposit including CDARS
b. The maturity of CDARS deposits does not exceed 5 years.
7. Negotiable certificates of deposit (NCDs), provided that:
a. They are issued by institutions which have long-term obligat ions which are rated “A” or higher by at least two nationally recognized statistical rating organizations; and/or have short term debt obligations rated “A1” or higher, o r the equivalent, by at least two nationally recognized statistical rating organizat ions;
b. The maturity does not exceed 5 years; and
c. No more than 30% of the total portfolio may be invested in N CDs and no more than 5% per issuer.
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AMENDED: August 18, 2020 ADOPTED: October 23, 1990
POLICY #203 TITLE: Investments
8. Commercial paper, provided that:
a. The maturity does not exceed 270 days from the date of purch ase;
b. The issuer is a corporation organized and operating in the U nited States with assets in excess of $500 million;
c. They are issued by institutions whose short term obligations a r e r a t e d “ A - 1 ” o r higher, or the equivalent, by at least two nationally recognize d statistical rating organizations; and whose long-term obligations are rated “A” or higher by at least two nationally recognized statistical rating organizations; and
d. No more than 25% of the portfolio is invested in commercial paper and no more than 5% per issuer.
9. State of California Local Agency Investment Fund (LAIF), provided that:
a. The City may invest up to the maximum permitted amount in LA IF; and
b. LAIF’s investments in instruments prohibited by or not speci fied in the City’s policy do not exclude it from the City’s list of allowable investments , provided that the fund’s reports allow the Administrative Services Director of Finance or Financial Services Officer or designee to adequately judge the risk inherent in LAIF’s portfolio.
10. Local government investment pools.
a. San Diego County Investment Pool
11. Corporate medium term notes (MTNs), provided that:
a. Such notes have a maximum maturity of 5 years;
b. Are issued by corporations organized and operating within th e United States or by depository institutions licensed by the United States or any state and operating within the United States;
c. Are rated “A” category or better by at least two nationally recognized statistical rating organizations; and
d. Holdings of medium-term notes may not exceed 30% of the port folio and no more 315 of 582
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AMENDED: August 18, 2020 ADOPTED: October 23, 1990
POLICY #203 TITLE: Investments
than 5% per issuer.
12. Mortgage pass-through securities and, asset-backed securities , and collateralized mortgage obligations, [AS1]provided that such securities:
a. Have a maximum stated final maturity of 5 years.
b. Be rated in a rating category of “AA” or its equivalent or b etter by a nationally recognized statistical rating organization.
c. Purchase of securities authorized by this subdivision may no t exceed 20% of the portfolio.
13. Money market mutual funds that are registered with the Securities and Exchange Commission under the Investment Company Act of 1940:
a. Provided that such funds meet either of the following criter ia:
1. Attained the highest ranking or the highest letter and numer ical rating provided by not less than two nationally recognized statistical rating organizations; or,
2. Have retained an investment adviser registered or exempt fro m registration with the Securities and Exchange Commission with not less than five years’ experience investing in the securities and obligations authoriz ed by California Government Code Section 53601 (a through j) and with assets und er management in excess of $500 million.
b. Purchase of securities authorized by this subdivision may no t exceed 20% of the portfolio.
14. Supranationals, provided that:
a. Issues are US dollar denominated senior unsecured unsubordin ated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development, International Finance Corporation, or Inter-Am erican Development Bank.
b. The securities are rated in a category of “AA” or higher by a NRSRO.
c. No more than 30% of the total portfolio may be invested in t hese securities.
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POLICY #203 TITLE: Investments
d. No more than 10% of the portfolio may be invested in any sin gle issuer.
e. The maximum maturity does not exceed five (5) years.
IX. PORTFOLIO RISK MANAGEMENT
A. The following are prohibited investment vehicles and practices:
1. State law notwithstanding, any investments not specifically described herein are prohibited, including, but not limited to futures and options.
2. In accordance with California Government Code Section 53601. 6, investment in inverse floaters, range notes, or mortgage derived interest-only strips is prohibited.
3. Investment in any security that could result in a zero interest accrual if held to maturity is prohibited. Under a provision sunsetting on January 1, 2026, securities backed by the U.S. Government that could result in a zero- or negative-in terest accrual if held to maturity are permitted.[AS2]
4. Trading securities for the sole purpose of speculating on th e future direction of interest rates is prohibited.
5. Purchasing or selling securities on margin is prohibited.
6. The use of reverse repurchase agreements, securities lending or any other form of borrowing or leverage is prohibited.
7. The purchase of foreign currency denominated securities is p rohibited.
B. Mitigating credit risk in the portfolio
Credit risk is the risk that a security or a portfolio will lose some or all of its value due to a real or perceived change in the ability of the issuer to repa y its debt. The City will mitigate credit risk by adopting the following strategies:
1. The diversification requirements included in Section IX are designed to mitigate credit risk in the portfolio;
2. No more than 5% of the total portfolio may be invested in se curities of any single issuer, except as noted in Section VIII of this Investment Policy;
3. The City may elect to sell a security prior to its maturity and record a capital gain or loss in order to improve the quality, liquidity, or yield of the portfolio in response 317 of 582
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AMENDED: August 18, 2020 ADOPTED: October 23, 1990
POLICY #203 TITLE: Investments
to market conditions or the City’s risk preferences; and
4. If securities owned by the City are downgraded by either Moo dy’s or S&P to a level below the quality required by this Investment Policy, it will b e the City’s policy to review the credit situation and make a determination as to whet her to sell or retain such securities in the portfolio.
a. If a security is downgraded, the Director of Finance and/or Financial Services Administrative Services OfficerDirector of Administrative Services or designee will use discretion in determining whether to sell or hold the security based on its current maturity, the economic outlook for the issuer, and other relevant factors.
b. If a decision is made to retain a downgraded security in the portfolio, its presence in the portfolio will be monitored and reported monthly to the City Council.
C. Mitigating market risk in the portfolio
Market risk is the risk that the portfolio value will fluctuate due to changes in the general level of interest rates. The City recognizes that, over time, l onger-term portfolios have the potential to achieve higher returns. On the other hand, longer- term portfolios have higher volatility of return. The City will mitigate market risk by providing adequate liquidity for short- term cash needs, and by making longer-term investments only wit h funds that are not needed for current cash flow purposes. The City further recogni zes that certain types of securities, including variable rate securities, securities with principal pay-downs prior to maturity, and securities with embedded options, will affect the market risk profile of the portfolio differently in different interest rate environments. The City, therefore, adopts the following strategies to control and mitigate its exposure to market risk:
1. The City will maintain a minimum of three months of budgeted operating expenditures in short term investments to provide sufficient li quidity for expected disbursements;
2. The maximum percent of callable securities (does not include “make whole call” securities as defined in the Glossary) in the portfolio will be 20%;
3. The maximum stated final maturity of individual securities i n the portfolio will be five years, except as otherwise stated in this policy; and
4. The duration of the portfolio will at all times be approxima tely equal to the duration (typically plus or minus 20%) of a Market Benchmark Index selected by the City based on the City’s investment objectives, constraints and risk tolerances. The City’s current Benchmark will be documented in the investment procedures manual. 318 of 582
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POLICY #203 TITLE: Investments
X. INVESTMENT OBJECTIVES (PERFORMANCE STANDARDS AND EVALUATION)
A. Overall objective: The investment portfolio will be designed with the overall objective of obtaining a total rate of return throughout econom ic cycles, commensurate with investment risk constraints and cash flow needs.
A.
B. Specific objective: The investment performance objective for the portfolio will be to earn a total rate of return over a market cycle which is approximately equal to the return on the Market Benchmark Index as described in the City’s investment procedures manual.
XI. PROCEDURES AND INTERNAL CONTROLS
A. Procedures : The Director of Finance and/or Financial Services OfficerDirector o f Administrative Services or designee will establish written investment policy procedures in a separate investment procedures manual to assist investment staff with day-to-day operations of the investment program consistent with this polic y. Such procedures will include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Director of Finance and/or Financial Services OfficerDirector of Administrative Services or designee.
B. Internal Controls: The Director of Finance and/or Financial Services OfficerDirector of Administrative Services or designee is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are protected from loss, theft, or misuse. The internal control structure wil l be designed to provide reasonable assurance that these objectives are met. Internal controls will be in the City’s investment procedures manual.
XII. REPORTING AND REVIEW
A. Monthly reports: The Director of Finance and/or Financial Services Officer must submit a monthly report to the legislative body accounting for transac tions made during the reporting period.
B. Quarterly reports: Quarterly investment reports will be submitted by the Director of Finance and/or Financial Services Officer Director of Administrative Services Director or designee to the City Council, at an agendized meeting. Consistent with the requirements contained in California Government Code Section 53646, information in the quarterly investment reports shall include, but not be limited to, the fo llowing:
1. Type of investment
2. Name of issuer and/or financial institution
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3. Date of purchase
4. Date of maturity
5. Current market value for all securities
6. Rate of interest
7. Purchase price of investment
8. Other data as required by the City
C. Annual Ppolicy review: The Investment Policy will be reviewed at least annually and, as necessary, adopted, to ensure its consistency with the overall objectives of preservation of principal, liquidity, and return, and its relevance to current law and financial and economic trends.
Related Policy References
California Government Code Sections: 16429.1 – 16429.4, and 536 00 – 53686 53609 and 53630- 53686
Investment Company Act of 1940
Investment Advisers Act of 1940
Securities and Exchange Commission Rule #15C3-1
Appendix I attached: “Authorized Personnel”
Appendix II attached: “Glossary of Investment Terms”
Prior Policy Amendments
October 23, 1990 – Established Policy
May 9, 1995 (Resolution No. 95-62) Updated Policy and Inclusion in the Policy Manual and Amend policy adopted October 23, 1990
August 6, 1996 (Resolution No. 96-130)
August 26, 1997 (Resolution No. 97-110)
October 6, 1998 (Resolution No. 98-136)
September 7, 1999 (Resolution No. 99-130)
October 2, 2001 (Resolution No. 2001-151)
October 1, 2002 (Resolution No. 2002-149)
October 7, 2003 (Resolution No. 2003-139)
June 7, 2005 (Resolution No. 2005-118)
October 4, 2005 (Resolution No. 2005-215)
August 21, 2007 (Resolution No. 2007-202)
February 19, 2008 (Resolution No. 2008-37)
February 19, 2008 (Resolution No. 2008-38) CDC
January 10, 2012 (Resolution No. 2012-09)
December 10, 2013 (Resolution No. 2013-189)
December 16, 2014 (Resolution No. 2014-172)
December 15, 2015 (Resolution No. 2015-186)
December 6, 2016 (Resolution No. 2016-189)
October 17, 2017 (Resolution No. 2017-203)
November 20, 2018 (Resolution No. 2018-189)
August 18, 2020 (Resolution No. 2020-151)
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Appendix I
Authorized Personnel
The following positions are authorized to transact investment b usiness and wire funds for investment purposes on behalf of the City of National City:
City Manager
Assistant City Manager
Director of Finance
Financial Services Officer
Director of Administrative Services or designee
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Appendix II
GLOSSARY OF INVESTMENT TERMS
Agencies. Shorthand market terminology for any obligation issued by a government- sponsored entity (GSE), or a federally related institution. Most obligations of GSEs are not guaranteed by the full faith and credit of the US government. E xamples are:
FDIC. The Federal Deposit Insurance Corporation provides insurance b acked by the full faith and credit of the US government to certain bank deposits and debt obligations.
FFCB. The Federal Farm Credit Bank System provides credit and liqui dity in the agricultural industry. FFCB issues discount notes and bonds.
FHLB. The Federal Home Loan Bank provides credit and liquidity in th e housing market. FHLB issues discount notes and bonds.
FHLMC. Like FHLB, the Federal Home Loan Mortgage Corporation provide s credit and liquidity in the housing market. FHLMC, also called “Freddie Mac” issues discount notes, bonds and mortgage pass-through securities.
FNMA. Like FHLB and Freddie Mac, the Federal National Mortgage Asso ciation was established to provide credit and liquidity in the housing mark et. FNMA, also known as “Fannie Mae,” issues discount notes, bonds and mortgage pass-through securities.
GNMA. The Government National Mortgage Association, known as “Ginni e Mae,” issues mortgage pass-through securities, which are guaranteed b y the full faith and credit of the US Government.
PEFCO. The Private Export Funding Corporation assists exporters. Obl igations of PEFCO are not guaranteed by the full faith and credit of the US government.
TVA. The Tennessee Valley Authority provides flood control and power and promotes development in portions of the Tennessee, Ohio and Mississippi River valleys. TVA currently issues discount notes and bonds.
Asked. The price at which a seller offers to sell a security.
Asset-Backed Securities. Securities supported by pools of installment loans or leases or by pools of revolving lines of credit.
Average life. In mortgage-related investments, including CMOs, the average ti me to expected receipt of principal payments, weighted by the amount of principal expected.
Banker’s acceptance. A money market instrument created to facilitate international t rade transactions. It is highly liquid and safe because the risk of the trade transaction is transferred to the bank which “accepts” the obligation to pay the investor.
Benchmark. A comparison security or portfolio. A performance benchmark is a partial market index, which reflects the mix of securities allowed under a specific investment policy.
Bid. The price at which a buyer offers to buy a security.
Broker. A broker brings buyers and sellers together for a transaction f or which the broker receives a commission. A broker does not sell securities from his own position.
Callable. A callable security gives the issuer the option to call it from the investor prior to its maturity. The main cause of a call is a decline in interest rates. If interest rates decline since an issuer issues securities, it will likely call its current securities and reissue them at a lower 322 of 582
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rate of interest. Callable securities have reinvestment risk as the investor may receive its principal back when rates are lower than when the investment was initially made.
Certificate of Deposit (CD). A time deposit with a specific maturity evidenced by a certificate. Large denomination CDs may be marketable.
Collateral. Securities or cash pledged by a borrower to secure repayment of a loan or repurchase agreement. Also, securities pledged by a financial institution to secure deposits of public monies.
Collateralized Mortgage Obligations (CMO). Classes of bonds that redistribute the cash flows of mortgage securities (and whole loans) to create securities that have different levels of prepayment risk, as compared to the underlying mortgage securities.
Commercial paper. The short-term unsecured debt of corporations.
Cost yield. The annual income from an investment divided by the purchase cost. Because it does not give effect to premiums and discounts which may hav e been included in the purchase cost, it is an incomplete measure of return.
Coupon. The rate of return at which interest is paid on a bond.
Credit risk. The risk that principal and/or interest on an investment will n ot be paid in a timely manner due to changes in the condition of the issuer.
Current yield. The annual income from an investment divided by the current market value.
Since the mathematical calculation relies on the current market value rather than the investor’s cost, current yield is unrelated to the actual retur n the investor will earn if the security is held to maturity.
Dealer. A dealer acts as a principal in security transactions, selling securities from and buying securities for his own position.
Debenture. A bond secured only by the general credit of the issuer.
Delivery vs. payment (DVP). A securities industry procedure whereby payment for a security must be made at the time the security is delivered to the purchaser’s agent.
Derivative. Any security that has principal and/or interest payments whic h are subject to uncertainty (but not for reasons of default or credit risk) as to timing and/or amount, or any security which represents a component of another security which has been separated from other components (“Stripped” coupons and principal). A derivati ve is also defined as a financial instrument the value of which is totally or partially derived from the value of another instrument, interest rate or index.
Discount. The difference between the par value of a bond and the cost of the bond, when the cost is below par. Some short-term securities, such as T-bills and banker’s acceptances, are known as discount securities. They sell at a discount from par, and return the par value to the investor at maturity without additional interest. Other securities, which have fixed coupons trade at a discount when the coupon rate is lower than the current market rate for securities of that maturity and/or quality.
Diversification. Dividing investment funds among a variety of investments to avo id excessive exposure to any one source of risk.
Duration. The weighted average time to maturity of a bond where the wei ghts are the present values of the future cash flows. Duration measures the price sensitivity of a bond to 323 of 582
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changes in interest rates. (See modified duration).
Federal funds rate. The rate of interest charged by banks for short-term loans to o ther banks. The Federal Reserve Bank through open-market operations establishes it.
Federal Open Market Committee: A committee of the Federal Reserve Board that establishes monetary policy and executes it through temporary a nd permanent changes to the supply of bank reserves.
Haircut: The margin or difference between the actual market value of a security and the value assessed by the lending side of a transaction (i.e. a repo).
Leverage. Borrowing funds in order to invest in securities that have th e potential to pay earnings at a rate higher than the cost of borrowing.
Liquidity: The speed and ease with which an asset can be converted to cash.
Local Agency Investment Fund (LAIF). A voluntary investment fund managed by the California State Treasurer’s Office open to government entities and certain non-profit organizations in California.
Local Government Investment Pool. Investment pools including the Local Agency Investment Fund (LAIF), county pools, joint powers authorities (JPAs). These funds are not subject to the same SEC rules applicable to money market mutual funds.
Make Whole Call. A type of call provision on a bond that allows the issuer to pa y off the remaining debt early. Unlike a call option, with a make whole call provision, the issuer makes a lump sum payment that equals the net present value (NPV) of f uture coupon payments that will not be paid because of the call. With this type of ca ll, an investor is compensated, or “made whole.”
Margin: The difference between the market value of a security and the loan a broker makes using that security as collateral.
Market risk. The risk that the value of securities will fluctuate with changes in overall market conditions or interest rates.
Market value. The price at which a security can be traded.
Marking to market. The process of posting current market values for securities in a portfolio.
Maturity. The final date upon which the principal of a security becomes d ue and payable.
Medium term notes . Unsecured, investment-grade senior debt securities of major corporations which are sold in relatively small amounts either on a continuous or an intermittent basis. MTNs are highly
flexible debt instruments that can be structured to
respond to market opportunities or to investor preferences.
Modified duration. The percent change in price for a 100 basis point change in yie lds.
Modified duration is the best single measure of a portfolio’s or security’s exposure to market risk.
Money market. The market in which short term debt instruments (T-bills, disco unt notes, commercial paper and banker’s acceptances) are issued and traded.
Mortgage pass-through securities. A securitized participation in the interest and principal cash flows from a specified pool of mortgages. Principal and interest payments made on the mortgages are passed through to the holder of the security. 324 of 582
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Municipal Securities. Securities issued by state and local agencies to finance capita l and operating expenses.
Mutual fund. An entity which pools the funds of investors and invests those funds in a set of securities which is specifically defined in the fund’s prosp ectus. Mutual funds can be invested in various types of domestic and/or international stocks, bonds, and money market instruments, as set forth in the individual fund’s prospectus. For most large, institutional investors, the costs associated with investing in mutual funds are higher than the investor can obtain through an individually managed portfolio.
Nationally Recognized Statistical Rating Organization (NRSRO). A credit rating agency the United States Securities and Exchange Commission uses for r egulatory purposes.
Credit rating agencies provide assessments of an investment’s r isk. The issuers of investments, especially debt securities, pay credit rating agen cies to provide them with ratings. The three most prominent NRSROs are Fitch, S&P, and Moody’s.
Premium. The difference between the par value of a bond and the cost of the bond, when the cost is above par.
Prepayment speed. A measure of how quickly principal is repaid to investors in mortgage securities.
Prepayment window. The time period over which principal repayments will be received on mortgage securities at a specified prepayment speed.
Primary dealer. A financial institution (1) that is a trading counterparty with the Federal Reserve in its execution of market operations to carry out US m onetary policy, and (2) that participates for statistical reporting purposes in compiling da ta on activity in the US Government securities market.
Prudent person (man) rule. A standard of responsibility which applies to fiduciaries. In California, the rule is stated as “Investments shall be managed with the care, skill, prudence and diligence, under the circumstances then prevailing, that a prudent person, acting in a like capacity and familiar with such matters, would use in the conduct of an enterprise of like character and with like aims to accomplish similar purposes.” Realized yield. The change in value of the portfolio due to interest received a nd interest earned and
realized gains and losses. It does not give effect to changes in market value on securities, which have not been sold from the portfolio.
Regional dealer. A financial intermediary that buys and sells securities for the benefit of its customers without maintaining substantial inventories of securities, and that is not a primary dealer.
Repurchase agreement (RP, Repo). Short term purchases of securities with a simultaneous agreement to sell the securities back at a higher price. From the seller’s point of view, the same transaction is a reverse repurchase agreement.
Safekeeping. A service to bank customers whereby securities are held by the bank in the customer’s name.
Short Term. Less than one (1) years’ time.
Structured note. A complex, fixed income instrument, which pays interest, based on a formula tied to other interest rates, commodities or indices. E xamples include inverse 325 of 582
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floating rate notes which have coupons that increase when other interest rates are falling, and which fall when other interest rates are rising, and “dual index floaters,” which pay interest based on the relationship between two other interest r ates - for example, the yield on the ten-year Treasury note minus the Libor rate. Issuers of such notes lock in a reduced cost of borrowing by purchasing interest rate swap agreements.
Supranational. A Supranational is a multi-national organization whereby member states transcend national boundaries or interests to share in the deci sion making to promote economic development in the member countries.
Total rate of return. A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending value; it includes interest earnings, realized and unrealized gains, and losses in the portfolio.
US Treasury obligations. Securities issued by the US Treasury and backed by the full faith and credit of the United States. Treasuries are considered to h ave no credit risk, and are the benchmark for interest rates on all other securities in the US and overseas. The Treasury issues both discounted securities and fixed coupon notes and bonds.
Treasury bills. All securities issued with initial maturities of one year or le ss are issued as discounted instruments, and are called Treasury bills. The Trea sury currently issues three- and six-month T-bills at regular weekly auctions. It also issue s “cash management” bills as needed to smooth out cash flows.
Treasury notes. All securities issued with initial maturities of two to ten yea rs are called Treasury notes, and pay interest semi-annually.
Treasury bonds. All securities issued with initial maturities greater than ten years are called Treasury bonds. Like Treasury notes, they pay interest semi-annually.
Value. Principal plus accrued interest.
Volatility. The rate at which security prices change with changes in genera l economic conditions
or the general level of interest rates.
Yield to Maturity. The annualized internal rate of return on an investment which e quates the expected cash flows from the investment to its cost.
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I. INTRODUCTION
The City of National City’s investment program will conform to federal, state, and other legal requirements, including California Government Code Sections 16429.1-16429.4, 53600- 53609, and 53630-53686. The following investment policy addresses the methods, procedures, and practices which must be exercised to ensure effective and judicious fiscal and investment management of the City’s funds. It is the policy of the City to invest public funds in a manner that will provide a market rate of return, given its requirements for preserving principal and meeting the daily cash flow demands of the City. All investments will comply with this Investment Policy and governing laws.
This Investment Policy replaces any previous Investment Policy or Investment Procedures of the City.
II. SCOPE
This Investment Policy applies to all the City’s financial assets and investment activities with the following exception(s):
Proceeds of debt issuance shall be invested in accordance with the City’s general investment philosophy as set forth in this policy; however, such proceeds are invested in accordance with permitted investment provisions of their specific bond indentures.
Pooling of Funds: Except for cash in certain restricted and special funds, the City will consolidate cash and reserve balances from all funds to maximize investment earnings and to increase efficiencies with regard to investment pricing, safekeeping and administration.
Investment income will be allocated to the various funds based on their respective participation and in accordance with generally accepted accounting principles.
III. GENERAL OBJECTIVES
The overriding objectives of the investment program are to preserve principal, provide sufficient liquidity, and manage investment risks.
1. Safety: Safety of principal is the foremost objective of the investment program.
Investments will be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk.
2. Liquidity: The investment portfolio will remain sufficiently liquid to meet all operating requirements
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3. Return: The investment portfolio will be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints for safety and liquidity needs.
IV. PRUDENCE, INDEMNIFICATION, AND ETHICS
A. Prudent Investor Standard: Management of the City’s investments is governed by the Prudent Investor Standard as set forth in California Government Code Section 53600.3:
“…all governing bodies of local agencies or persons authorized to make investment decisions on behalf of those local agencies investing public funds pursuant to this chapter are trustees and therefore fiduciaries subject to the prudent investor standard. When investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the City, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the City. Within the limitations of this section and considering individual investments as part of a n overall strategy, investments may be acquired as authorized by law.”
B. Indemnification: The Administrative Services Director or City Manager designee hereinafter designated as Financial Services Officer and other authorized persons responsible for managing City funds, acting in accordance with written procedures and the Investment Policy and exercising due diligence, will be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported within 30 days and appropriate action is taken to control adverse developments.
C. Ethics: Officers and employees involved in the investment process will refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions.
V. DELEGATION OF AUTHORITY
A. Authority to manage the City’s investment program is derived from California Government Code Section 53600 et seq. The City Council is responsible for the City’s cash management, including the administration of this Investment Policy. Management responsibility for the cash management of City funds is hereby delegated to the Administrative Services Director and/or Financial Services Officer.
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The Administrative Services Director or designee will be responsible for all transactions undertaken and will establish a system of procedures and controls to regulate the activities of subordinate employee.
B. The City may engage the services of one or more external investment managers to assist in the management of the City’s investment portfolio in a manner consistent with the City’s objectives. Such external managers may be granted discretion to purchase and sell investment securities in accordance with this Investment Policy. Such manag ers must be registered under the Investment Advisers Act of 1940.
VI. AUTHORIZED FINANCIAL INSTITUTIONS, DEPOSITORIES, AND BROKER/DEALERS
A list will be maintained of financial institutions and depositories authorized to provide investment services. In addition, a list will be maintained of approved security broker/dealers selected by conducting a process of due diligence described in the investment procedures manual. These may include “primary” dealers or regional dealers that qualify under Securities and Exchange Commission (SEC) Rule 15C3-1 (uniform net capital rule).
A. The City’s Administrative Services Director or designee will determine which financial institutions are authorized to provide investment services to the City. Institutions eligible to transact investment business with the City include:
1. Primary government dealers as designated by the Federal Reserve Bank;
2. Nationally or state-chartered banks;
3. The Federal Reserve Bank; and
4. Direct issuers of securities eligible for purchase.
B. Selection of financial institutions and broker/dealers authorized to engage in transactions with the City will be at the sole discretion of the City.
C . All financial institutions which desire to become qualified bidders for investment transactions (and which are not dealing only with the investment adviser) must supply the Administrative Services Director or designee with a statement certifying that the institution has reviewed California Government Code Section 53600 et seq. and the City’s Investment Policy.
D. Selection of broker/dealers used by an external investment adviser retained by the City will be at the sole discretion of the investment adviser.
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E. Public deposits will be made only in qualified public depositories as established by State law. Deposits will be insured by the Federal Deposit Insurance Corporation, or, to the extent the amount exceeds the insured maximum, will be collateralized in accordance with State law.
VII. DELIVERY, SAFEKEEPING AND CUSTODY, AND COMPETITIVE TRANSACTIONS
A. Delivery-versus-payment: Settlement of all investment transactions will be completed using standard delivery-vs.-payment procedures.
B. Third-party safekeeping: To protect against potential losses by collapse of individual securities dealers, and to enhance access to securities, interest payments and maturity proceeds, all securities owned by the City will be held in safekeeping by a third party bank custodian, acting as agent for the City under the terms of a custody agreement executed by the bank and the City.
C. Competitive transactions: All investment transactions will be conducted on a competitive basis which can be executed through a bidding process involving at least three separate brokers/financial institutions or through the use of a nationally recognized trading platform.
VIII. AUTHORIZED AND SUITABLE INVESTMENTS
All investments will be made in accordance with California Government Code Section 53600 et seq. and as described within this Investment Policy. Permitted investments under this policy will include:
1. Municipal Bonds. These include bonds of the City, the State of California, any other municipality, within the state of California. The bonds will be registered in the name of the City or held under a custodial agreement at a bank.
a. Are rated in the category of “A” or better by at least two nationally recognized statistical rating organizations; and
b. No more than 5% per issuer.
c. No more than 30% of the total portfolio may be invested in municipal bonds.
2. US Treasury and other government obligations for which the full faith and credit of the United States are pledged for the payment of principal and interest. There are no limits on the dollar amount or percentage that the City may invest in US Treasuries.
3. Federal Agency or Uni ted States government-sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to 330 of 582
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principal and interest by federal agencies or United States government-sponsored enterprises. There are no limits on the dollar amount or percentage that the City may invest in government-sponsored enterprises.
4. Banker’s acceptances, provided that:
a. They are issued by institutions with short term debt obligations rated “A1” or higher, or the equivalent, by at least two nationally recognized statistical-rating organizations (NRSRO); and have long-term debt obligations which are rated “A” or higher by at least two nationally recognized statistical rating organizations;
b. The maturity does not exceed 180 days; and
c. No more than 40% of the total portfolio may be invested in banker’s acceptances and no more than 5% per issuer.
5. Federally insured time deposits (Non-negotiable certificates of deposit) in state or federally chartered banks, savings and loans, or credit unions, provided that:
a. The amount per institution is limited to the maximum covered under federal insurance; and
b. The maturity of such deposits does not exceed 5 years.
6. Certificate of Deposit Placement Service (CDARS)
a. No more than 30% of the total portfolio may be invested i n a combination of certificates of deposit including CDARS
b. The maturity of CDARS deposits does not exceed 5 years.
7. Negotiable certificates of deposit (NCDs), provided that:
a. They are issued by institutions which have long -term obligations which are rated “A” or higher by at least two nationally recognized statistical rating organizations; and/or have short term debt obligations rated “A1” or higher, or the equivalent, by at least two nationally recognized statistical rating organizations;
b. The maturity does not exceed 5 years; and
c. No more than 30% of the total portfolio may be invested in NCDs and no more than 5% per issuer.
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8. Commercial paper, provided that:
a. The maturity does not exceed 270 days from the date of purchase;
b. The issuer is a corporation organized and operating in the United States with assets in excess of $500 million;
c. They are issued by institutions whose short term obligations are rated “A -1” or higher, or the equivalent, by at least two nationally recognized statistical rating organizations; and whose long-term obligations are rated “A” or higher by at least two nationally recognized statistical rating organizations; and
d. No more than 25% of the portfolio is invested in commercial paper and no more than 5% per issuer.
9. State of California Local Agency Investment Fund (LAIF), provided that:
a. The City may invest up to the maximum permitted amount in LAIF; and
b. LAIF’s investments in instruments prohibited by or not specified in the City’s policy do not exclude it from the City’s list of allowable investments, provide d that the fund’s reports allow the Administrative Services Director or Financial Services Officer or designee to adequately judge the risk inherent in LAIF’s portfolio.
10. Local government investment pools.
a. San Diego County Investment Pool
11. Corporate medium term notes (MTNs), provided that:
a. Such notes have a maximum maturity of 5 years;
b. Are issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States;
c. Are rated “A” category or better by at least two nationally recognized statistical rating organizations; and
d. Holdings of medium-term notes may not exceed 30% of the portfolio and no more than 5% per issuer.
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12. Mortgage pass-through securities and asset-backed securities, provided that such securities:
a. Have a maximum stated final maturity of 5 years.
b. Be rated in a rating category of “AA” or its equivalent or better by a nationally recognized statistical rating organization.
c. Purchase of securities authorized by this subdivision may not exceed 20% of the portfolio.
13. Money market mutual funds that are registered with the Securities and Exchange Commission under the Investment Company Act of 1940:
a. Provided that such funds meet either of the following criteria:
1. Attained the highest ranking or the highest letter and numerical rating provided by not less than two nationally recognized statistical rating organizations; or,
2. Have retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years’ experience investing in the securi ties and obligations authorized by California Government Code Section 53601 (a through j) and with assets under management in excess of $500 million.
b. Purchase of securities authorized by this subdivision may not exceed 20% of the portfolio.
14. Supranationals, provided that:
a. Issues are US dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development, International Finance Corporation, or Inter -American Development Bank.
b. The securities are rated in a category of “AA” or higher by a NRSRO.
c. No more than 30% of the total portfolio may be invested in these securities.
d. No more than 10% of the portfolio may be invested in any single issuer.
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e. The maximum maturity does not exceed five (5) years.
IX. PORTFOLIO RISK MANAGEMENT
A. The following are prohibited investment vehicles and practices:
1. State law notwithstanding, any investments not specifically described herein are prohibited, including, but not limited to futures and options.
2. In accordance with California Government Code Section 53601.6, investment in inverse floaters, range notes, or mortgage derived interest-only strips is prohibited.
3. Investment in any security that could result in a zero interest accrual if held to maturity is prohibited.
4. Trading securities for the sole purpose of speculating on the future direction of interest rates is prohibited.
5. Purchasing or selling securities on margin is prohibited.
6. The use of reverse repurchase agreements, securities lending or any other form of borrowing or leverage is prohibited.
7. The purchase of foreign currency denominated securities is prohibited.
B. Mitigating credit risk in the portfolio
Credit risk is the risk that a security or a portfolio will lose some or all of its value due to a real or perceived change in the ability of the issuer to repay its debt. The City will mitigate credit risk by adopting the following strategies:
1. The diversification requirements included in Section IX are designed to mitigate credit risk in the portfolio;
2. No more than 5% of the total portfolio may be invested in securities of any single issuer, except as noted in Section VIII of this Investment Policy;
3. The City may elect to sell a security prior to its maturity and record a capital gain or loss in order to improve the quality, liquidity, or yield of the portfolio in response to market conditions or the City’s risk preferences; and
4. If securities owned by the City are downgraded by either Moody’s or S&P to a level below the quality required by this Investment Policy, it will be the City’s policy to 334 of 582
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review the credit situation and make a determination as to whether to sell or retain such securities in the portfolio.
a. If a security is downgraded, the Administrative Services Director or designee will use discretion in determining whether to sell or hold the security based on its current maturity, the economic outlook for the issuer, and other relevant factors.
b. If a decision is made to retain a downgraded security in the portfolio, its presence in the portfolio will be monitored and reported monthly to the City Council.
C. Mitigating market risk in the portfolio
Market risk is the risk that the portfolio value will fluctuate due to changes in the general level of interest rates. The City recognizes that, over time, longer-term portfolios have the potential to achieve higher returns. On the other hand, longer -term portfolios have higher volatility of return. The City will mitigate market risk by providing adequate liquidity for short- term cash needs, a nd by making longer -term investments only with funds that are not needed for current cash flow purposes. The City further recognizes that certain types of securities, including variable rate securities, securities with principal pay -downs prior to maturity, and securities with embedded options, will affect the market risk profile of the portfolio differently in different interest rate environments. The City, therefore, adopts the following strategies to control and mitigate its exposure to market risk:
1. The City will maintain a minimum of three months of budgeted operating expenditures in short term investments to provide sufficient liquidity for expected disbursements;
2. The maximum percent of callable securities (does not include “make whole call” securities as defined in the Glossary) in the portfolio will be 20%;
3. The maximum stated final maturity of individual securities in the portfolio will be five years, except as otherwise stated in this policy; and
4. The duration of the portfolio will at all times be approximately equal to the duration (typically plus or minus 20%) of a Market Benchmark Index selected by the City based on the City’s investment objectives, constraints and risk tolerances. The City’s current Benchmark will be documented in the investment procedures manual.
X. INVESTMENT OBJECTIVES (PERFORMANCE STANDARDS AND EVALUATION)
A. Overall objective: The investment portfolio will be designed with the overall objective of obtaining a total rate of return throughout economic cycles, commensurate 335 of 582
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with investment risk constraints and cash flow needs.
B. Specific objective: The investment performance objective for the portfolio will be to earn a total rate of return over a market cycle which is approximately equal to the return on the Market Benchmark Index as described in the City’s investment procedures manual.
XI. PROCEDURES AND INTERNAL CONTROLS
A. Procedures: The Director of Administrative Services or designee will establish written investment policy procedures in a separate investment procedures manual to assist investment staff with day -to-day operations of the investment program consistent with this policy. Such procedures will include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Director of Administrative Services or designee.
B. Internal Controls: The Director of Administrative Services or designee is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the City are protected from loss, theft, or misuse. The internal control structure will be designed to provide reasonable assurance that these objectives are met. Internal controls will be in the City’s investment procedures manual.
XII. REPORTING AND REVIEW
A. Monthly reports: The Director of Finance and/or Financial Services Officer must submit a monthly report to the legislative body accounting for transactions made during the reporting period.
B. Quarterly reports: Quarterly investment reports will be submitted by the Administrative Services Director or designee to the City Council, at an agendized meeting. Consistent with the requirements contained in California Government Code Section 53646, information in the quarterly investment reports shall include, but not be limited to, the following:
1. Type of investment
2. Name of issuer and/or financial institution
3. Date of purchase
4. Date of maturity
5. Current market value for all securities
6. Rate of interest
7. Purchase price of investment
8. Other data as required by the City
C. Annual Policy review: The Investment Policy will be reviewed at least annually and, as 336 of 582
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necessary, adopted, to ensure its consistency with the overall objectives of preservation of principal, liquidity, and return, and its relevance to current law and financial and economic trends.
Related Policy References
California Government Code Sections: 16429.1 – 16429.4, and 53600 – 53609 and 53630-53686 Investment Company Act of 1940
Investment Advisers Act of 1940
Securities and Exchange Commission Rule #15C3-1
Appendix I attached: “Authorized Personnel”
Appendix II attached: “Glossary of Investment Terms”
Prior Policy Amendments
October 23, 1990 – Established Policy
May 9, 1995 (Resolution No. 95-62) Updated Policy and Inclusion in the Policy Manual and Amend policy adopted October 23, 1990
August 6, 1996 (Resolution No. 96 -130)
August 26, 1997 (Resolution No. 97 -110)
October 6, 1998 (Resolution No. 98 -136)
September 7, 1999 (Resolution No. 99 -130)
October 2, 2001 (Resolution No. 2001-151)
October 1, 2002 (Resolution No. 2002-149)
October 7, 2003 (Resolution No. 2003-139)
June 7, 2005 (Resolution No. 2005-118)
October 4, 2005 (Resolution No. 2005 -215)
August 21, 2007 (Resolution No. 2007-202)
February 19, 2008 (Resolution No. 2008 -37)
February 19, 2008 (Resolution No. 2008 -38) CDC
January 10, 2012 (Resolution No. 2012 -09)
December 10, 2013 (Resolution No. 2013 -189)
December 16, 2014 (Resolution No. 2014-172)
December 15, 2015 (Resolution No. 2015 -186)
December 6, 2016 (Resolution No. 2016 -189)
October 17, 2017 (Resolution No. 2017 -203)
November 20, 2018 (Resolution No. 2018 -189)
August 18, 2020 (Resolution No. 2020 -151)
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Appendix I
Authorized Personnel
The following positions are authorized to transact investment business and wire funds for investment purposes on behalf of the City of National City:
City Manager
Assistant City Manager
Financial Services Officer
Director of Administrative Services or designee
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Appendix II
GLOSSARY OF INVESTMENT TERMS
Agencies. Shorthand market terminology for any obligation issued by a government - sponsored entity (GSE), or a federally related institution. Most obligations of GSEs are not guaranteed by the full faith and credit of the US government. Examples are:
FDIC. The Federal Deposit Insurance Corporation provides insurance backed by the full faith and credit of the US government to certain bank deposits and debt obligations.
FFCB. The Federal Farm Credit Bank System provides credit a nd liquidity in the agricultural industry. FFCB issues discount notes and bonds.
FHLB. The Federal Home Loan Bank provides credit and liquidity in the housing market. FHLB issues discount notes and bonds.
FHLMC. Like FHLB, the Federal Home Loan Mortgage Co rporation provides credit and liquidity in the housing market. FHLMC, also called “Freddie Mac” issues discount notes, bonds and mortgage pass-through securities.
FNMA. Like FHLB and Freddie Mac, the Federal National Mortgage Association was established to provide credit and liquidity in the housing market. FNMA, also known as “Fannie Mae,” issues discount notes, bonds and mortgage pass-through securities.
GNMA. The Government National Mortgage Association, known as “Ginnie Mae,” issues mortgage pass-through securities, which are guaranteed by the full faith and credit of the US Government.
PEFCO. The Private Export Funding Corporation assists exporters. Obligations of PEFCO are not guaranteed by the full faith and credit of the US government.
TVA. The Tennessee Valley Authority provides flood control and power and promotes development in portions of the Tennessee, Ohio and Mississippi River valleys. TVA currently issues discount notes and bonds.
Asked. The price at which a seller offers to sell a security.
Asset-Backed Securities. Securities supported by pools of installment loans or leases or by pools of revolving lines of credit.
Average life. In mortgage -related investments, including CMOs, the average time to expected receipt of principal payments, weighted by the amount of principal expected.
Banker’s acceptance. A money market instrument created to facilitate international trade transactions. It is highly liquid and safe because the risk of the trade transaction is transferred to the bank which “accepts” the obligation to pay the investor.
Benchmark. A comparison security or portfolio. A performance benchmark is a partial market index, which reflects the mix of securities allowed under a specific investment policy.
Bid. The price at which a buyer offers to buy a security.
Broker. A broker brings buyers and sellers together for a transaction for which the broker receives a commission. A broker does not sell securities from his own position.
Callable. A callable security gives the issuer the option to call it from the investor prior to its maturity. The main cause of a call is a decline in interest rates. If interest rates decline since an issuer issues securities, it will likely call its current securities and reissue them at a lower 339 of 582
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rate of interest . Callable securities have reinvestment risk as the investor may receive its principal back when rates are lower than when the investment was initially made.
Certificate of Deposit (CD). A time deposit with a specific maturity evidenced by a certificate. Large denomination CDs may be marketable.
Collateral. Securities or cash pledged by a borrower to secure repayment of a loan or repurchase agreement. Also, securities pledged by a financial institution to secure deposits of public monies.
Collateralized Mortgage Obligations (CMO). Classes of bonds that redistribute the cash flows of mortgage securities (and whole loans) to create securities that have different levels of prepayment risk, as compared to the underlying mortgage securities.
Commercial paper. The short-term unsecured debt of corporations.
Cost yield. The annual income from an investment divided by the purchase cost. Because it does not give effect to premiums and discounts which may have been included in the purchase cost, it is an incomplete measure of return.
Coupon. The rate of return at which interest is paid on a bond.
Credit risk. The risk that principal and/or interest on an investment will not be paid in a timely manner due to changes in the condition of the issuer.
Current yield. The annual income from an investment divided by the current market value.
Since the mathematical calculation relies on the current market value rather than the investor’s cost, current yield is unrelated to the actual return the investor will earn if the security is held to maturity.
Dealer. A dealer acts as a principal in security transactions, selling securities from and buying securities for his own position.
Debenture. A bond secured only by the general credit of the issuer.
Delivery vs. payment (DVP). A securit ies industry procedure whereby payment for a security must be made at the time the security is delivered to the purchaser’s agent.
Derivative. Any security that has principal and/or interest payments which are subject to uncertainty (but not for reasons of default or credit risk) as to timing and/or amount, or any security which represents a component of another security which has been separated from other components (“Stripped” coupons and principal). A derivative is also defined as a financial instrument the value of which is totally or partially derived from the value of another instrument, interest rate or index.
Discount. The difference between the par value of a bond and the cost of the bond, when the cost is below par. Some short-term securities, such as T-bills and banker’s acceptances, are known as discount securities. They sell at a discount from par, and return the par value to the investor at maturity without additional interest. Other securities, which have fixed coupons trade at a discount when the coupon rate is lower than the current market rate for securities of that maturity and/or quality.
Diversification. Dividing investment funds among a variety of investments to avoid excessive exposure to any one source of risk.
Duration. The weighted av erage time to maturity of a bond where the weights are the present values of the future cash flows. Duration measures the price sensitivity of a bond to 340 of 582
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changes in interest rates. (See modified duration).
Federal funds rate. The rate of interest charged by banks for short -term loans to other banks. The Federal Reserve Bank through open-market operations establishes it.
Federal Open Market Committee: A committee of the Federal Reserve Board that establishes monetary policy and executes it through temporary and permanent changes to the supply of bank reserves.
Haircut: The margin or difference between the actual market value of a security and the value assessed by the lending side of a transaction (i.e. a repo).
Leverage. Borrowing funds in order to invest in securities that have the potential to pay earnings at a rate higher than the cost of borrowing.
Liquidity: The speed and ease with which an asset can be converted to cash.
Local Agency Investment Fund (LAIF). A voluntary investment fund managed by the California State Treasurer’s Office open to government entities and certain non -profit organizations in California.
Local Government Investment Pool. Investment pools including the Local Agency Investment Fund (LAIF), county pools, joint powers authorities (JPAs). These funds are not subject to the same SEC rules applicable to money market mutual funds.
Make Whole Call. A type of call provision on a bond that allows the issuer to pay off the remaining debt early. Unlike a call option, with a make whole call provision, the issuer makes a lump sum payment that equals the net present value (NPV) of future coupon payments that will not be paid because of the call. With this type of call, an investor is compensated, or “made whole.”
Margin: The difference between the market value of a security and the loan a broker makes using that security as collateral.
Market risk. The risk that the value of securities will fluctuate with changes in overall market conditions or interest rates.
Market value. The price at which a security can be traded.
Marking to market. The process of posting current market values for securities in a portfolio.
Maturity. The final date upon which the principal of a security becomes due and payable .
Medium term notes . Unsecured, investment -grade senior debt securities of major corporations which are sold in relatively small amounts either on a continuous or an intermittent basis. MTNs are highly flexible debt instruments that can be structured to respond to market opportunities or to investor preferences.
Modified duration. The percent change in price for a 100 basis point change in yields.
Modified duration is the best single measure of a portfolio’s or security’s exposure to market risk.
Money market. The market in which short term debt instrume nts (T-bills, discount notes, commercial paper and banker’s acceptances) are issued and traded.
Mortgage pass-through securities. A securitized participation in the interest and principal cash flows from a specified pool of mortgages. Principal and interest payments made on the mortgages are passed through to the holder of the security. 341 of 582
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Municipal Securities. Securities issued by state and local agencies to finance capital and operating expenses.
Mutual fund. An entity which pools the funds of investors and invests those funds in a set of securities which is specifically defined in the fund’s prospectus. Mutual funds can be invested in various types of domestic and/or international stocks, bonds, and money market instruments, as set forth in the individual fu nd’s prospectus. For most large, institutional investors, the costs associated with investing in mutual funds are higher than the investor can obtain through an individually managed portfolio.
Nationally Recognized Statistical Rating Organization (NRSRO). A credit rating agency the United States Securities and Exchange Commission uses for regulatory purposes.
Credit rating agencies provide assessments of an investment’s risk. The issuers of investments, especially debt securities, pay credit rating agencies to provide them with ratings. The three most prominent NRSROs are Fitch, S&P, and Moody’s.
Premium. The difference between the par value of a bond and the cost of the bond, when the cost is above par.
Prepayment speed. A measure of how quickly principal is repaid to investors in mortgage securities.
Prepayment window. The time period over which principal repayments will be received on mortgage securities at a specified prepayment speed.
Primary dealer. A financial institution (1) that is a trading counterp arty with the Federal Reserve in its execution of market operations to carry out US monetary policy, and (2) that participates for statistical reporting purposes in compiling data on activity in the US Government securities market.
Prudent person (man) rul e. A standard of responsibility which applies to fiduciaries. In California, the rule is stated as “Investments shall be managed with the care, skill, prudence and diligence, under the circumstances then prevailing, that a prudent person, acting in a like capacity and familiar with such matters, would use in the conduct of an enterprise of like character and with like aims to accomplish similar purposes.” Realized yield. The change in value of the portfolio due to interest received and interest earned and realized gains and losses. It does not give effect to changes in market value on securities, which have not been sold from the portfolio.
Regional dealer. A financial intermediary that buys and sells securities for the benefit of its customers without maintaining substantial inventories of securities, and that is not a primary dealer.
Repurchase agreement (RP, Repo). Short term purchases of securities with a simultaneous agreement to sell the securities back at a higher price. From the seller’s point of view, the same transaction is a reverse repurchase agreement.
Safekeeping. A service to bank customers whereby securities are held by the bank in the customer’s name.
Short Term. Less than one (1) years’ time.
Structured note. A complex, fixed income instrument, which pays interest, based on a formula tied to other interest rates, commodities or indices. Examples include inverse 342 of 582
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floating rate notes which have coupons that increase when other interest rates are falling, and which fall when other interest rates are rising, and “dual index floaters,” which pay interest based on the relationship between two other interest rat es - for example, the yield on the ten-year Treasury note minus the Libor rate. Issuers of such notes lock in a reduced cost of borrowing by purchasing interest rate swap agreements.
Supranational. A Supranational is a multi -national organization whereby m ember states transcend national boundaries or interests to share in the decision making to promote economic development in the member countries.
Total rate of return. A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending value; it includes interest earnings, realized and unrealized gains, and losses in the portfolio.
US Treasury obligations. Securities issued by the US Treasury and backed by the full faith and credit of the United States. Treasuries are considered to have no credit risk, and are the benchmark for interest rates on all other securities in the US and overseas. The Treasury issues both discounted securities and fixed coupon notes and bonds.
Treasury bills. All securities issued with initial maturities of one year or less are issued as discounted instruments, and are called Treasury bills. The Treasury currently issues three- and six-month T-bills at regular weekly auctions. It also issues “cash management” bills as needed to smooth out cash flows.
Treasury notes. All securities issued with initial maturities of two to ten years are called Treasury notes, and pay interest semi-annually.
Treasury bonds. All securities issued with initial maturities greater than ten years are called Treasury bonds. Like Treasury notes, they pay interest semi-annually.
Value. Principal plus accrued interest.
Volatility. The rate at which security prices change with changes in general economic conditions or the general level of interest rates.
Yield to Maturity. The annualized internal rate of return on an investment which equates the expected cash flows from the investment to its cost.
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RESOLUTION NO. 2022 -
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, ADOPTING CITY COUNCIL POLICY #203, “INVESTMENTS,” AS AMENDED FOR FISCAL YEAR 2022
WHEREAS, Council P olicy #203 , as amended, would replace the title Director of Finance with Administrative Services Director or designee where it is mentioned throughout the document, correcting grammar and formatting on section V, subsection A; section VIII, subsection 1, 4a, 8c, 11c; section X, subsection A and B; and updating R elated Policy References, Prior Policy Amendments, and Appendix I, Authorized Personnel; and
WHEREAS, the amended policy makes no significant changes to the City of National City investment goals, authorized investment instruments, or risk management; and
WHEREAS, City staff recommen ds that the City Council adopt the proposed amendment to Policy # 203, titled “Investments” for Fiscal Year 2022.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Adopts City Council Policy #203, titled “Investments” for Fiscal Year 2022.
Section 2: That the City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022
Alejandra Sotelo-Solis, Mayor
ATTEST:
Luz Molina, City Clerk
APPROVED AS TO FORM:
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California approving and adopting the annual appropriations limit for fiscal year 2023 in the amount of $76,915,463. (Finance) Please scroll down to view the backup material.
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Resolution No. Attachment 1
June 21, 2022
A. Fiscal Year 2022 Appropriations Limit 71,573,263$
California Per Capita Cost of Living Change converted to a ratio *** 1.0755 Limit Sub-Total 76,977,044
San Diego County Population Change converted to a ratio *** 0.9 992 Fiscal Year 2023 Appropriations Limit 76,915,463$
Gann Limit Recap
Total City Appropriations 115,622,495$
Less: Non-Tax Proceeds 59,950,196
Estimated Appropriations Subject to the Limit 55,672,299$ Fiscal Year 2023 Appropriations Limit 76,915,463
Amount of Appropriations Below the Limit 21,243,164$
*** Source - State of California, Department of Finance http://www.dof.ca.gov/budgeting/
City of National City
Annual Appropriations Limit
Fiscal Year 2023
6/7/2022 1 of 1 Appropns Limit
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RESOLUTION NO. 2022 –
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIO NAL CITY ,
CALIFORNIA, APPROVING AND ADOPTING THE ANNUAL APPROPRIATION S LIMIT OF $76,915,463 FOR FISCAL YEAR 2023
WHEREAS, Article XIII -B of the California Constitution provides that appropriations made by State and local governments shall be changed annually by a factor comprised of the change in population and the change in the cost of living.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: That the population change factors to be used in the calculating the appropriations limit for fiscal year 2023 shall be set forth in Attachment “1.” Section 2: That the cost of living factors to be used in the calculating the appropriations limit for fiscal year 2023 shall be as set forth in Attachment “1.” Section 3: That the appropriations limit for fiscal year 2023 shall be $76,915,463 as set forth in Attachment “1.”
Section 4: That t he City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions PASSED and ADOPTED this 21st day of June, 2022.
__________________________
Alejandra Sotelo-Solis, Mayor
ATTEST:
_____________________________
Luz Molina, City Clerk
APPROVED AS TO FORM:
____________________________
Charles E. Bell, Jr., City Attorney
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Resolution No. Attachment 1
June 21, 2022
A. Fiscal Year 2022 Appropriations Limit 71,573,263$
California Per Capita Cost of Living Change converted to a ratio *** 1.0755 Limit Sub-Total 76,977,044
San Diego County Population Change converted to a ratio *** 0.9 992 Fiscal Year 2023 Appropriations Limit 76,915,463$
Gann Limit Recap
Total City Appropriations 115,622,495$
Less: Non-Tax Proceeds 59,950,196
Estimated Appropriations Subject to the Limit 55,672,299$ Fiscal Year 2023 Appropriations Limit 76,915,463
Amount of Appropriations Below the Limit 21,243,164$
*** Source - State of California, Department of Finance http://www.dof.ca.gov/budgeting/
City of National City
Annual Appropriations Limit
Fiscal Year 2023
6/7/2022 1 of 1 Appropns Limit
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California, authorizing the transfer of funds from the General Fund Unassigned Fund Balance Reserve to the General Fund’s Committed Fund Balance Components named the Economic Contingency Reserve and the Facilities Maintenance Reserve. (Finance)
Please scroll down to view the backup material.
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CITY OF NATIONAL CITY, CALIFORNIA
COUNCIL AGENDA STATEMENT
ITEM TITLE:
DEPARTMENT:
PHONE:
EXPLANATION:
APPROVED BY:
AGENDA ITEM NO.:MEETING DATE:
ENVIRONMENTAL REVIEW:
FINANCIAL STATEMENT: APPROVED: FINANCE
ORDINANCE: INTRODUCTION
ACCOUNT NO.
STAFF RECOMMENDATION:
BOARD / COMMISSION RECOMMENDATION:
ATTACHMENTS:
FINAL ADOPTION
APPROVED: MIS
PREPARED BY:
1. Staff Report
2. Resolution
Adopt the resolution.
This is not a project and, therefore, not subject to environmental review.
The adjustments will be reflected in the Annual Comprehensive Financial Report (ACFR) for fiscal year 2021-22.
The City Council held a budget workshop on April 19, 2022 and further discussed the budget for Fiscal Year 2022-23 at its regular meeting on May 17, 2022. During both of these sessions the City Manager provided a status report on the City’s reserves and recommended that both the Economic Contingency Reserve and the Facilities Maintenance Reserve be adjusted upward.
Approval of the resolution will authorize:
the transfer of $600,000 from t he General Fund’s Unassigned Fund Balance to the Committed Fund Balance Component named the Economic Contingency Reserve; and the transfer of $135,000 from the General Fund’s Unassigned Fund Balance to the Committed Fund Balance component named the Facilities Maintenance Reserve.
See the attached staff report for further information.
619-336-4330
Finance Janel Pehau, Financial Analyst
Resolution of the City Council of the City of National City, California, authorizing the transfer of funds from the General Fund Unassigned Fund Ba lance Reserve to the General Fund’s Committed Fund Balance Components named the Economic Contingency Reserve and the Facilities Maintenance Reserve.
June 21, 2022
Not applicable.
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1 City Council Staff Report
June 21, 2022
AGENDA ITEM:
Resolution of the City Council of the City of National City Aut horizing the transfer of funds from the General Fund Unassigned Fund Balance Reserve to the General Fund’s Committed Fund Balance Components named the Economic Contingency Reserve and the Facilities Maintenance Reserve.
EXPLANATION:
The City maintains reserves to strengthen its ability to withst and unexpected financial emergencies such as those that may result from natural disaster s, revenue shortfalls, or unanticipated expenditures of a non-recurring nature, and to ac cumulate funds for large-scale purchases. City Council Policy 201 – Maintenance of Reserve Funds (the Policy) prescribes the reserves to be maintained and the target levels for each one. In addition, the Policy states that the reserve levels will be reviewed by the City Manager each ye ar as part of the budget development process.
The City Council held a budget workshop on April 19, 2022, and further discussed the budget for Fiscal Year 2022-23 at its regular meeting on May 17, 2022. Du ring both of these sessions the City Manager provided a status report on the City’s reserves an d recommended that the Economic Contingency Reserve be adjusted upward by $600,000 and the Facilities Maintenance Reserve be increased by $135,000. Both of these reserves are components of Committed Fund Balance and therefore specific action by the City Council is required to either increase or decrease the amounts so held.
The target levels for these reserves is based on the General Fu nd’s operating budget for the upcoming fiscal year. The Economic Contingency Reserve is set a t 20% of the General Fund’s operating budget and the Facilities Maintenance Reserve is set at 4.5%. On June 7, 2022, the City Council adopted the City’s budget for fiscal year 2022-23. The General Fund’s operating expenditures (including transfers out) total $64.2 million. For purposes of determining reserve target levels, the amount is being rounded to $64.0 million, wh ich is consistent with the assumption used during the April 19 and May 17 discussions on t he preliminary budget. The increases to these two reserves would be accomplished by reallo cating a portion of the General Fund’s unassigned fund balance, which would still leave the Unassigned Fund Balance Reserve well above its target level of 10% of the General Fund’s operating budget.
The table below shows the Levels as of June 30, 2021, the new target amounts, and the required transfers to be in compliance with City Council Policy 201 for these reserves as of June 30, 2022. 352 of 582
2 Reserve
Level as of
6/30/2021 New Target*
Over/
(Under)
Target
Transfer
Amount
Level as of
6/30/2022**
Unassigned Fund Balance Reserve (10%) * 13,956,296 6,400,000 7,556,296 (735,000) 13,221,296 Committed Fund Balance Components
Economic Contingency Reserve (20%) * 12,200,000 12,800,000 (600,000) 600,000 12,800,000 Facilities Maintenance Reserve (4.5%) * 2,745,000 2,880,000 (135,000) 135,000 2,880,000 * Based on General Fund operating expenditures of $64M
** Amount of unassigned fund balance at 6/30/ 2022 will be determined as part of the development of the City' s Annual Comprehensive Financial Report (ACFR) for Fiscal Year 2021‐22.
Transfers from Unassigned Fund Balance to Committed Fund Balanc e Components
Below is further discussion of each of the reserves included in the table.
General Fund Unassigned Fund Balance: This category of fund ba lance has been formally set as a reserve with a minimum target level of 10% of a single yea r’s General Fund operating expenditures. Amounts in excess of the target level would be available to augment other reserves or to utilize for one-time purposes. Based on a Fiscal Year 202 2-23 General Fund operating budget of $64.0 million, the target level at June 30, 2022 is $ 6.4 million. Assuming no other changes to the unassigned fund balance from the June 30, 2021 level, $7.6 million is available to augment other reserves or to utilize for other one-time purpose s. The Fiscal Year 2022-23 Proposed Budget does not include any unassigned fund balance as a funding source, thus the transfer of $735,000 from the unassigned fund balance to the Ec onomic Contingency and Facilities Maintenance Reserves would leave its balance at $13. 2 million, $6.8 million above the target level. The actual amount of unassigned fund balance at June 30, 2022 may be higher or lower depending upon the outcome of the City’s Annual Comprehensive Financial Report (ACFR) for Fiscal Year 2021-22.
Economic Contingency Reserve: The Policy establishes a target of 20% of a single year’s General Fund operating expenditures. This reserve would be accessed in the event of a catastrophic event or significant downturn in the economy. The target level at June 30, 2022 is $12.8 million.
Facilities Maintenance Reserve: The Policy target is an amount equal to three times the annual base amount needed for performing major maintenance on the City ’s facilities, which is defined as being 1.5% of the City’s General Fund operating expenditures . Stated more simply, the Facilities Maintenance Reserve target is 4.5% (3 times 1.5%) of the City’s General Fund operating expenditures. The Policy also specifies that the City’s annual budget include funding for major maintenance in the amount of 1.5% of the General Fund operating expenditures. The amount of funding for facilities maintenance in the Fiscal Year 2022-23 b udget is $900,000, which, while being $60,000 less than would be authorized by the Policy, is deemed to be adequate.
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RESOLUTION NO. 2022 –
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ,
CALIFORNIA, AUTHORIZING TRANSFERRING FUNDS FROM THE GENERAL FUND
UNASSIGNED FUND BALANCE RESERVE TO THE GENERAL FUND COMMITTED FUND BALANCE ’S ECONOMIC CONTINGENCY RESERVE AND FACILITIES
MAINTENANCE RESERVE
WHEREAS, City Council Policy #201, Maintenance of Reserve Funds, prescribes the reserves to be held by the City and the target level for each one; and WHEREAS, the City Manager has recommended adjustments to certain of the reserves; and
WHEREAS, the Unassigned Fund Balance Reserve target is set at a minimum of ten percent (10%) of General Fund operating expenditures; and WHEREAS, the Economic Contingency Reserve target is set at a minimum of twenty percent (20%) of General Fund operating expenditures; and WHEREAS, the target level for the Facilities Maintenance Reserve is a minimum of three times the annual base need for performing major maintenance on the City’s facilities, defined as one and one-half percent (1.5%) of General Fund annual operating expenditures; and
WHEREAS, the adopted budget for General Fund operating expenditures for Fiscal Year 2022-23 is rounded to $64.0 million; and
WHEREAS, the City Council desires to fund the Economic Contingency Reserve and the Facilities Maintenance Reserve at their target levels; and WHEREAS, the Unassigned Fund Balance Reserve has a sufficient balance to enable the Economic Contingency Reserve and the Facilities Maintenance Reserve to be funded at their target levels.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Authorizes transferring $600,000 from the general fund unassigned fund balance to the general fund committed fund balance’s economic contingency reserve and $135,000 to the general fund committed fund balance’s facilities maintenance reserve.
Section 2: The transfers authorized in Section 1 shall be reflected in the City’s Annual Comprehensive Financial Report for fiscal year 2021-22.
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Resolution No. 2022 –
Page Two
Section 3: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022.
Alejandra Sotelo-Solis, Mayor
ATTEST:
Luz Molina, City Clerk
APPROVED AS TO FORM:
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California authorizing the establishment of an appropriation and corresponding revenue budget for $60,000 for the California Governor's Office of Emergency Services (Cal OES) Grant for the reimbursable grant purchase of a High Frequency Communications System for the Emergency Operations Center (EOC). (Fire)
Please scroll down to view the backup material.
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Notification of Grant Subaward Application Approval
High Frequency Communications Equipment Program
Grant Subaward #: FH21 01 8608
Dear Frank Parra:
Frank Parra, Chief of Emergency Services
National City, City of
1243 National City Boulevard
National City, CA 91950-4301
Subject:
May 31, 2022
3650 SCHRIEVER AVENUE l MATHER, CALIFORNIA 95655
www.CalOES.ca.gov
GAVIN NEWSOM
GOVERNOR
MARK S. GHILARDUCCI
DIRECTOR
Congratulations! The California Governor's Office of Emergency Services (Cal OES) has approved your Grant Subaward application in the amount of $60,000, subject to Budget approval. A copy of your approved Grant Subaward is enclosed for your records.
Cal OES will make every effort to process payment requests within 45 days of receipt of your Report of Expenditures & Request for Funds (Cal OES Form 2-201).
This Grant Subaward is subject to the Cal OES Subrecipient Handbook. You are encouraged to read and familiarize yourself with the Cal OES Subrecipient Handbook, which can be viewed on the Cal OES website at www.caloes.ca.gov.
Any funds received in excess of current needs, approved amounts, or those funds owed as a result of a close-out or audit, must be refunded to Cal OES within 30 days upon receipt of an invoice.
Please contact your Program Specialist, Nicolas Martin, at (916) 539-3501 with questions about this notice.
VS Grants Processing Unit
cc: Subrecipient's file
Program Specialist
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ENY: 2021-22 Chapter: 21 SL: 01765 Item: 0690-001-0001 Pgm: 0395 Fund: General Fund
Program: High Frequency Communications
Equipment Program
Match Req.: None
Project ID: OES21PSC1000000 Amount: $60,000.00
SC: 2021-01765
DocuSign Envelope ID: E3D903D3-A7CC-4D64-930C-D816C0516AEA 5/23/2022
5/23/2022
5/23/2022 5/23/2022
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VSPS Budget Summary Report
05/31/22
F/S/L (Funding Types): F=Federal, S=State, L=Local Match Paid/Expended=posted in ledger w/Claim Schedule, Pending=Processed, but not yet in Claim Schedule Total Local Match: 0
F/S/L
F/S/L
F/S/L
Funding Source
Funding Source
Funding Source
0 Budget Amount
Budget Amount
Budget Amount
Paid/Expended
Paid/Expended
Paid/Expended
A. Personal Services - Salaries/Employee Benefits
B. Operating Expenses
C. Equipment
Balance
Balance
Balance
0 21PSC1
21PSC1
21PSC1
S
S
S
0 0
0 0
0 60,000
0 0
60,000
High Frequency Communications Equipment Program
National City, City of
FH21 High Frequency Communications Equipment Program
Total Funded:
Total Project Cost:
0 60,000 60,000
0 60,000 60,000
Budget Amount Paid/Expended Balance
0 0
0 0
0 60,000
0 0
60,000
Total A. Personal Services - Salaries/Employee Benefits:
Total B. Operating Expenses:
Total C. Equipment:
Pending
Pending
Pending
Pending Balance
Pending Balance
Pending Balance
0 0
0 0
0 60,000
0 0
0 0
0 60,000
0 0
0 60,000
0 60,000
Pending Pending Balance
Performance Period: 04/01/22 - 10/31/23
blank filler
blank filler
blank filler
Subaward #: FH21 01 8608
Latest Request: , Not Final 201
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RESOLUTION NO. 2022
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, AUTHORIZING THE ESTABLISHMENT OF AN APPROPRIATION AND CORRESPONDING REVENUE BUDGET FOR $60,000 FOR THE CALIFORNIA
GOVERNOR'S OFFICE OF EMERGENCY SERVICES (CAL OES) GRANT FOR THE
REIMBURSABLE GRANT PURCHASE OF A HIGH FREQUENCY COMMUNICATIONS
SYSTEM FOR THE EMERGENCY OPERATIONS CENTER (EOC)
WHEREAS, the California Governor's Office of Emergency Services (“Cal OES”) provided grant funding toward the Fiscal Year 2021 High Frequency Communications Equipment Program; and
WHEREAS, the purpose of this grant program is to provide funding to Alerting Authorities, Emergency Operation Centers, or County Sheriff’s Offices, for equipment that will allow local governments to be included in an integrated high frequency radio network service that utilizes frequencies authorized by the Federal Communications Commission and intended to be capable of communications with state, local, and federal agencies; and
WHEREAS, this grant program requires the City of National City (“City”) to incur expenses for the High Frequency Communications System for the City’s Emergency Operations Center (“EOC”), and then apply for reimbursement; and
WHEREAS, City Staff requests that City Council authorize the establishment of an appropriation and corresponding revenue budget for $60,000 for the California Governor's Office of Emergency Services ( “Cal OES”) Grant for the reimbursable grant purchase of a High Frequency Communications System for the Emergency Operations Center (“EOC”).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,
CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:
Section 1: Authorizes the establishment of an appropriation and corresponding revenue budget for $60,000 for the California Governor's Office of Emergency Services (Cal OES) Grant for the reimbursable grant purchase of a High Frequency Communications System for the Emergency Operations Center (EOC).
///
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Resolution No. 2022 –
Page Two
Section 2 : That the City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.
PASSED and ADOPTED this 21st day of June, 2022.
__________________________
Alejandra Sotelo-Solis, Mayor
ATTEST:
____________________________
Luz Molina, City Clerk
APPROVED AS TO FORM:
___________________________
Charles E. Bell Jr., City Attorney
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The following page(s) contain the backup material for Agenda Item: Resolution of the City Council of the City of National City, California authorizing the City Manager to execute an agreement between the City of National City and Columbia Telecommunications Corporation (CTC) to provide administrative and fiscal services in conjunction with the California State Library’s Broadband Services Project. (Library and Community Services) Please scroll down to view the backup material.
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City Council Staff Report
June 21, 2022
ITEM
Resolution of the City Council of the City of National City, California authorizing the City Manager to execute an agreement between the City of National City and Columbia Telecommunications Corporation (CTC) to provide administrative and fiscal services in conjunction with the California State Library’s Broadband Services Project.
BACKGROUND
The High-Speed Broadband in California Libraries project aims at bringing high-speed broadband to all California public libraries by connecting them to CalREN, a high-capacity 3,800-mile fiber-optic based network designed to meet the unique requirements of over 20 million users, including the vast majority of K-20 students together with educators, researchers and others working in California’s public-serving institutions.
EXPLANATION
Califa Group, the largest library network in California with a consortium of more than 230 public, academic, schools, and special libraries, has served for over six years as the administrative and fiscal agent for the broadband project, providing assistance to California public libraries connected to or in the process of connecting to CENIC’s CalREN network.
Califa also paid for the CENIC “backbone fee”, which comes out to a few million dollars per year with funds provided by the State Library. However, California public libraries are not assessed any of the costs associated with this “backbone access” fee. They only have to pay the so-called “last mile” circuit costs to connect themselves to CENIC’s CalREN network.
On April 20, 2021, the City Council approved the High-Speed Broadband Grant for the National City Public Library for $135,645.71 from the California State Library. The administrative and fiscal agent for this grant was Califa Group.
In 2021, the California State Library conducted a Request for Proposals to administer this project as part of their standard practice. The award for this service was given to Columbia Telecommunications Corporation (CTC). Consequently, the City of National City needs to enter into a new agreement with CTC in order to facilitate the administration of the High-Speed Broadband Project within the National City Public Library.
Recently, the City Attorney noted that the Secretary of State was not listing this company as able to do business within the State of California. CTC has paid all past fees and submitted all filings and is simply waiting for the Secretary of State to update its records online. Therefore, the City 372 of 582