AGENDA
CITY COUNCIL
JUNE 4, 2024
CLOSED SESSION MEETING
5:00 PM
REGULAR MEETING
6:00 p.m.
NORWALK CITY HALL/COUNCIL CHAMBERS
Margarita L. Rios, Mayor
Tony Ayala, Vice Mayor
Jennifer Perez, Councilmember
Rick Ramirez, Councilmember
Ana Valencia, Councilmember
Public Comment: The public is encouraged to address City Council on any matter listed on the agenda or on any other matter within its jurisdiction subject to the rules of decorum described in Section 2.08.020 of the Norwalk Municipal Code. If you wish to address City Council, please complete a speaker card and hand the card to the Sergeant at Arms. City Council will hear public comment on items listed on the agenda during discussion of the matter and prior to a vote and on matters not listed on the agenda during the Oral Communications period.
Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters f or consideration at a future City Council meeting.
Please adhere to the following procedures when addressing the City Council: Comments should be limited to 3 minutes or less and
directed to the City Council as a whole and not directed to individual Councilmembers.
Americans with Disabilities Act: In compliance with the ADA, if you need special assistance to participate in a City meeting or other services offered by this City, please contact the City Clerk’s department, (562) 929 -5720. Assisted listening devices are available at this meeting. As k the City Clerk if you desire to use this device. Upon request, the agenda and documents in the agenda packet can be made available in appropriate alternative formats to persons with a disability. Notification of at leas t 48 hours prior to the meeting o r time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service.
Note: Any writings and/or documents provided to a majority of the City Council regarding any item on this agenda after it has been posted will also be made available for public inspection. Writings and/or documents are available for inspection in the City Clerk’s Department, during regular business hours, 8:00 a.m. to 6:00 p.m., Monday – Thursday and 8:00 a.m. to 5:00 p.m., every other Friday; telephone (562) 929-5720. You may also contact the City Clerk via e-mail at [email protected].
Gov. Code § 84308: Parties to any proceeding involving a license, permit, or other entitlement for use pending before the Ci ty Council must disclose any campaign contribution over $250 (aggregated) within the preceding 12 months made by the party, their agent, and those required to be aggregated with their contributions under Gov. Code § 82015.5. The disclosure must include the amount contributed and the name(s) of the contributor(s). "G.C. § 84308: Yes" on this agenda indicates that the item is subject to these regulations.
City Council, June 4, 2024 Page 2 of 6
CLOSED SESSION MEETING – 5:00 PM
CALL TO ORDER
Mayor Rios
ROLL CALL
Theresa Devoy, CMC
City Clerk
ORAL COMMUNICATIONS FOR CLOSED SESSION MATTERS
CLOSED SESSION
I. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE §54956.9(d)(1), City of Norwalk vs. City of Cerritos, Case No. 22STCV33737.
RECESS
REGULAR MEETING – 6:00 p.m.
CALL TO ORDER
Mayor Rios
INVOCATION
Arthur McKibben
La Mirada Church of the Nazaren
FLAG SALUTE
Ricky Ramirez
New Harvest Christian School
ROLL CALL
Theresa Devoy, CMC
City Clerk
CLOSED SESSION REPORT
CITY COUNCIL COMMENTS
a. Report of City Council Travel
City Council, June 4, 2024 Page 3 of 6
SPECIAL PRESENTATIONS
I. City Council to Recognize John Glenn High School Employee for 35 years of Service.
II. City Council to Recognize Mr. William Rivera for His First Aid Assistance to Senior Citizen.
III. City Council to Recognize the 2024 Athens Disposal Scholarship Winners.
CITY MANAGER COMMENTS
1. California Contract Cities Association Conference Recap.
2. Memorial Day event recap.
3. Bi-Weekly video.
DIRECTOR'S REPORT
Human Resources Department.
CONSENT CALENDAR
Consent calendar items are considered routine matters which may be enacted by one motion and roll call vote.
Any item may be removed from the consent calendar and considered separately by City Council.
1. COMMERCIAL DEMANDS
STAFF RECOMMENDS CITY COUNCIL APPROVE THE WARRANT REGISTER PERIOD MAY 21, 2024 – MAY 28, 2024, IN THE TOTAL AMOUNT OF $1,124,297.64. 640
2. GENERAL MUNICIPAL ELECTION - NOVEMBER 5, 2024 - RESOLUTION NOS. 24 -30 - CALLING ELECTION AND 24 -31 - CONSOLIDATION WITH THE LOS ANGELES COUNTY REGISTRAR
RECORDER
Staff recommends City Council adopt:
a. Resolution No. 24 -30, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024, FOR THE ELECTION OF CERTAIN OFFICERS AS REQUIRED
BY THE PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES; and
b. Resolution No. 24 -31, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF LOS ANGELES TO CONSOLIDATE THE CITY OF NORWALK’S GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE ELECTIONS CODE.
3. RESOLUTION NO. 24 -26 - ADOPTION OF ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2024/25
Staff recommends City Council adopt Resolution 24-26, A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF NORWALK APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2024/25.
4. RESOLUTION NO. 24-27 - STATEMENT OF INVESTMENT POLICY Staff recommends City Council adopt Resolution No. 24-27, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2024/25 STATEMENT OF INVESTMENT POLICY AND
City Council, June 4, 2024 Page 4 of 6
AUTHORIZING THE CITY TREASURER TO INVEST AND REINVEST IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH THE 2024/25 STATEMENT OF INVESTMENT POLICY.
5. AGREEMENT AMENDMENT NO. 2 FOR ON -CALL COMMUNITY DEVELOPMENT CONSULTANT
SERVICES AND ADDITIONAL SERVICES
Staff recommends City Council approve Amendment No. 2 to the agreement with The Code Group, Inc. for on-call professional Community Development Consultant and Additional Services, in an amount not to exceed $375,000 through October 25, 2024; and authorize the City Manager to execute the amendment, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
6. MEMORANDUM OF UNDERSTANDING – LOW INCOME FARE IS EASY (LIFE) PROGRAM Staff recommends City Council approve the Memorandum of Understanding with the Los Angeles County Metropolitan Transportation Authority for continued participation in the Low Income Fare is Easy Program and reimbursement for program ridership effective July 1, 2024 through June 30, 2029; and authorize the City Manager to execute the Memorandum of Understanding on behalf of City, in a form approved by the City Attorney.
7. AMENDMENT NO. 1 - PROFESSIONAL SERVICES AGREEMENT - CITYWIDE INSPECTION SERVICES AND RESOLUTION NO. 24-34, BUDGET AMENDMENT – ENGINEER’S REPORT NO. 24-04 Staff recommends City Council:
a. adopt Resolution No. 24 -34, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2023/24 ADOPTED
BUDGET TO APPROPRIATE GENERAL FUNDS FOR CITYWIDE INSPECTION SERVICES FOR FISCAL YEAR 2023/24, in the amount of $45,000; and
b. approve Amendment No. 1 to the agreement with Onward Engineering, in the amount of $45,000 for citywide inspection services; and authorize the City Manager to execute the amendment, on behalf of the City, in a form approved by the City Attorney.
8. AWARD OF PROFESSIONAL SERVICES AGREEMENT – CITYWIDE INSPECTION SERVICES – ENGINEER’S REPORT NO. 24-05
Staff recommends City Council award a Professional Services Agreement to Onward Engineering in the amount of $170,000 for citywide inspection services; and authorize the City Manager to execute the Professional Services Agreement and any amendments, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
9. AWARD OF PROFESSIONAL SERVICES AGREEMENT - MS4 PERMIT COMPLIANCE SERVICES – ENGINEER’S REPORT NO. 24-06
Staff recommends City Council award a contract to John L. Hunter & Associates, Inc., in the amount of $90,000 annually for three years, with two optional one -year extensions beginning July 1, 2024; and authorize the City Manager or his designee to execute the contract and any amendment if it is within the City Manager’s signing authority, on behalf of the City, in a form approved by the City Attorney.
10. PROJECT NO. 7935 - AGREEMENT AMENDMENT NO. 2 FOR DESIGN SERVICES –– RESOLUTION NO. 24-32, BUDGET AMENDMENT - ZONE 21 AND 26 ALLEYWAY IMPROVEMENTS – ENGINEER’S REPORT NO. 24-07
Staff recommends City Council:
a. adopt Resolution No. 24 -32, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING THE AMENDMENT TO THE FISCAL YEAR 2023/24 ADOPTED BUDGET TO APPROPRIATE STREET RENOVATION FUNDS TO PROJECT NO. 7935 FOR DESIGN WORK FOR ZONES 21 AND 26 – ALLEYWAY IMPROVEMENTS, IN THE AMOUNT OF $102,296; and
City Council, June 4, 2024 Page 5 of 6
b. approve Amendment No. 2 to the agreement with Kimley -Horn, in the amount of $96,400 for additional professional design services for Alleyway Improvements in Zones 21 and 26; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
11. AWARD OF PROFESSIONAL SERVICES AGREEMENT FOR CONSTRUCTION MANAGEMENT AND
INSPECTION SERVICES AND AMENDMENT FOR PHASE II ENVIRONMENTAL SITE ASSESSMENT - PROJECT NO. 7607 - STORMWATER CAPTURE AND INFILTRATION PROJECT AND PROJECT NO. 7359 - HERMOSILLO PARK REHABILITATION – ENGINEER’S REPORT NO. 24-08 Staff recommends City Council:
a. award a contract to Transtech Engineers in the amount of $1,669,352 for a term of three years and optional two one-year extensions; and authorize the City Manager to execute the contract and any amendment if it is within the City Manager’s signing authorit y, on behalf of the City, in a form approved by the City Attorney; and
b. approve Amendment No. 2 to the agreement with Rincon Consultants in the amount of $14,705 for Environmental Site Assessment services; and authorize the City Manager to execute the amendment in a form approved by the City Attorney.
12. ELDERLY NUTRITION PROGRAM AGREEMENT NO. 242507
Staff recommends City Council approve Agreement No. 242507 with the Los Angeles County Aging and Disabilities Department to fund the Elderly Nutrition Program in the amount of $1,078,300 from July 1, 2024 through June 30, 2025; and authorize the City Manag er to execute the agreement, and any amendment, provided funds are available in the budget and it is within the City Manager’s signing authority, on behalf of the city, in a form approved by the City Attorney.
13. AMENDMENT NO. 2 - SUPPORTIVE SERVICES PROGRAM AGREEMENT FISCAL YEAR 2024/25 Staff recommends City Council approve Amendment No. 2 with the Los Angeles County Aging and Disabilities Department to fund the Supportive Service Program in the amount of $70,260 from July 1, 2024 to June 30, 2025; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
14. TRAFFIC ENGINEERING SERVICES
Staff recommends City Council award a contract to Willdan in the amount of $130,000 annually for up to three years and two optional one -year extensions; and authorize the City Manager or his designee to execute the contract and any amendment, if within the City Manager’s signing authority, on behalf of the City, in a form approved by the City Attorney.
APPOINTMENTS
15. ADVISORY BODY APPOINTMENTS
Staff recommends City Council make appointments to fill the vacancies on the various Advisory Bodies for two-year terms expiring on December 31, 2024.
PUBLIC HEARINGS
16. PUBLIC HEARING - RESOLUTION NO. 24-24 - ESTABLISHING AND ADOPTING THE CITY'S ANNUAL BUDGET FOR FISCAL YEAR 2024/25; AND RESOLUTION NO. 24 -25 - AMENDING AND ADOPTING THE FISCAL YEAR 2024/25 SALARY SCHEDULE FOR GENERAL AND HOURLY UNIT EMPLOYEES
AND EXECUTIVE MANAGEMENT AND MID-MANAGEMENT EMPLOYEES
Staff recommends City Council adopt:
a. RESOLUTION NO. 24-24, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024/25; and
City Council, June 4, 2024 Page 6 of 6
b. RESOLUTION NO. 24-25, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING FISCAL YEAR 2024/25 SALARY SCHEDULE FOR GENERAL AND
HOURLY UNIT EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID -MANAGEMENT EMPLOYEES.
17. PUBLIC HEARING – RESOLUTION NO. 24 -29 – APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIPS PROGRAM FISCAL YEAR 2024 -2025
ANNUAL ACTION PLAN AND AUTHORIZING THE CITY MANAGER TO EXECUTE AND TRANSMIT ALL
REQUIRED DOCUMENTS TO THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN
DEVELOPMENT
Staff recommends City Council:
a. adopt Resolution No. 24 -29, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIPS PROGRAM FISCAL YEAR 2024/25 ANNUAL ACTION PLAN, AN
APPLICATION FOR FUNDING, AND AUTHORIZING THE CITY MANAGER TO EXECUTE AND
TRANSMIT ALL REQUIRED DOCUMENTS TO THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT; and
b. authorize the City Manager to execute agreements and any amendments, in forms approved by the City Attorney, with social service agencies for the provision of services funded under the Annual Action Plan; and
c. authorize the Director of Community Development to execute Memorandums of Understanding with City Departments and homeless referral organizations for the provision of services funded under the Annual Action Plan.
ORAL COMMUNICATIONS
ADJOURNMENT
I hereby certify under penalty of perjury under the laws of the State of California that the foregoing agenda was posted on the City Hall bulletin board not less than 72 hours prior to the meeting. Dated May 31, 2024.
Theresa Devoy, CMC
City Clerk
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
Item
Count
Vendor Name
Description
Check
Number
Check Total
1 AARON TURNER
UTILITY BILL REFUND
195374
$113.96
2 ASSOCIATED CONSTRUCTION SVCS GROUP
LAKESIDE PARK REROOF
195375
$6,550.00
3 AMERINATIONAL COMMUNITY SVCS LLC
LOAN SERVICES
195376
$423.62
4 ARTESIA BUILDING MATERIALS INC
CONSTRUCTION SUPPLIES
195377
$365.65
5 BKF ENGINEERS
DESIGN SERVICES FOR FOSTER ROAD
195378
$558.00
6 BUCKNAM & ASSOCIATES INC
CONSULTING SERVICES
195379
$9,144.89
7 BUENO GROUP INC
12150 CHESHIRE ST/ONE-WAY PROGRAM
195380
$8,225.00
8 BUENO GROUP INC
12026 NAVA ST/ONE-WAY PROGRAM
195381
$9,800.00
9 DISTRICT LODGE 947, IAMAW
EMPLOYEE UNION DUES
195382
$5,248.42
10 CANDACE GALVAN
UTILITY BOX PAINTING
195383
$1,750.00
11 CITY OF ARTESIA
MAINTENANCE OF SHARED SIGNALS
195384
$579.57
12 CITY OF CERRITOS
PURCHASE OF WATER
195385
$38,457.92
13 CIVILTEC ENGINEERING INC
WELLS 10 PROJECT 7451
195386
$11,971.25
14 LA COUNTY SANITATION DISTRICT 2
LATE FEE/WASTE WATER
195387
$21.99
15 DALLIN LCC
UTILITY BILL REFUND
195388
$59.18
16 SOUTHERN CALIF SECURITY CENTERS INC
VAULT LOCK
195389
$1,800.00
17 DESTINY RAMIREZ
NATIONAL PUBLIC WORKS WEEK LUNCHEON
195390
$550.00
18 DREAM BIG PROJECT INC
CONTRIBUTION/MR
195391
$300.00
19 EXLNT PROPERTY MANAGEMENT CO.
UTILITY BILL REFUND
195392
$113.96
20 FAIR HOUSING FOUNDATION
FAIR HOUSING SERVICES
195393
$1,128.23
21 FERERICO AMBRIZ
CITATION REFUND
195394
$45.00
22 FRANCHISE TAX BOARD
PAYROLL DEDUCTION: 05/17/24
195395
$618.00
23 GILLIG LLC
OEM PARTS
195396
$4,991.21
24 GOLDEN STATE WATER COMPANY
UTILITIES/CITYWIDE
195397
$2,445.80
25 WW GRAINGER INC
MAINTENANCE SUPPLIES
195398
$2,160.64
26 HANSON DISTRIBUTING COMPANY
SUPPLY/DELIVERY AUTOMOTIVE PARTS
195399
$113.83
27 HOSE MAN INC
MISCELLANEOUS SUPPLIES
195400
$239.91
28 JESUS GOMEZ
ADMINISTRATIVE PROFESSIONAL LUNCH
195401
$264.31
29 KONICA MINOLTA BUSINESS SOLUTIONS
UPGRADE ONBASE SYSTEM
195402
$9,375.00
30 LOS ANGELES COUNTY SHERIFF'S DEPT
LEVY PROCEEDS 05/17/24
195403
$250.00
31 LEONARD DELEON
UTILITY BILL REFUND
195404
$108.15
32 LIBERTY UTILITIES CORP
UTILITIES/CITYWIDE
195405
$14,552.50
33 LITTLE LAKE EDUCATIONAL ADVANCEMENT
CONTRIBUTION/TA
195406
$2,000.00
34 LITTLE LAKE EDUCATIONAL ADVANCEMENT
CONTRIBUTION/JP
195407
$500.00
35 LUIS ONTANEDA
OCTA BUS PASS/MAY24
195408
$22.25
36 MARIA FIGUEROA
UTILITY BILL REFUND
195409
$72.79
37 SO CALIF REGIONAL RAIL AUTHORITY
FARE MEDIA (REVENUE)
195410
$601.25
38 JOE'S SWEEPING INC
BUS STOP MAINTENANCE
195411
$19,049.14
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
Item
Count
Vendor Name
Description
Check
Number
Check Total
39 NORWALK CAR WASH INC
BASIC CAR WASH
195412
$22.99
40 NORWALK PRINTERS INC
ENVELOPES/FINANCE
195413
$2,153.18
41 NORWALK-LA MIRADA SCHOOL DIST
CONTRIBUTION/AV
195414
$200.00
42 ONLINE INFORMATION SERVICES INC
UTILITY EXCHANGE REPORT
195415
$53.68
43 PARKING CONCEPTS INC
PARKING MANAGEMENT SERVICES
195416
$13,730.43
44 ROADLINE PRODUCTS INC USA
MISCELLANEOUS EQUIPMENT SUPPLIES
195417
$35,722.52
45 ROBERT HALF INTERNATIONAL INC
TEMPORARY STAFFING SERVICES
195418
$1,323.00
46 GJKG, INC
COACH OPERATOR ASSIGNMENT
195419
$150.00
47 SIDNEY COLACO
UTILITY BILL REFUND
195420
$56.09
48 SONSRAY MACHINERY LLC
CASE TRACTOR & BACKHOE PARTS
195421
$177.36
49 SOUTH BAY FORD LINCOLN INC
OEM FORD PARTS
195422
$158.63
50 SOUTH COAST AQMD
HOT SPOT PROGRAM FEE
195423
$161.81
51 SOUTHERN CALIF EDISON COMPANY
UTILITIES/CITY WIDE
195424
$7,185.91
52 SUCHI PATEL
PIANO LESSONS REFUND
195425
$100.00
53 THE ECOHEROSHOW LLC
ECOHERO SHOW PRESENTATION
195426
$1,500.00
54 SOUTHERN CALIFORNIA GAS COMPANY
UTILITIES/CITY WIDE
195427
$165.34
55 THE LEFLORE GROUP LLC
PROJECT MANAGEMENT SERVICES
195428
$13,394.00
56 L V CROWN LLC
LIGHTING SUPPLIES
195429
$275.63
57 TRI WEST MECHANICAL INC
MAINTENANCE AQUATICS
195431
$16,243.71
58 UNIFIRST CORPORATION
SUPPLIES/CITY WIDE
195432
$800.28
59 ARGO ENTERPRISES INC
FIRST AID SUPPLIES
195433
$353.59
60 UNITED LANGUAGE GROUP INC
TRANSLATION SERVICES
195434
$297.00
61 USA WASTE OF CALIFORNIA INC
RECREATION EXCURSION BUS
195435
$5,290.67
62 VERNOLAS TOW SERVICE
ON CALL TOWING SERVICES
195436
$300.00
63 ANGELA GARNICA GARCIA
CHILD CARE ST1/APRIL 24
195437
$2,248.08
64 ARACELI AVITIA
CHILD CARE ST1/APRIL 24
195438
$681.63
65 ASHLEY MARIE LEVARIO
CHILD CARE ST1/APRIL 24
195439
$2,224.98
66 ERENDIRA TORRES SILVA
CHILD CARE ST1/APRIL 24
195440
$874.44
67 ILIANA SILVA
CHILD CARE ST1/APRIL 24
195441
$1,337.68
68 MARCELA OVIEDO DE GONZALEZ
CHILD CARE ST1/APRIL 24
195442
$874.44
69 MARIA C TRUJILLO
CHILD CARE ST1/APRIL 24
195443
$874.44
70 NADINE MCGUIRE
CHILD CARE ST1/APRIL 24
195444
$3,684.53
71 NEW HARVEST CHRISTIAN FELLOWSHIP
CHILD CARE ST1/APRIL 24
195445
$1,982.00
72 RODOLFO ROMERO JR
CHILD CARE ST1/APRIL 24
195446
$1,115.88
73 ROSE LINDA BOWERS
CHILD CARE ST1/APRIL 24
195447
$1,363.26
74 SARAH CORRINE SMITH WHITSON
CHILD CARE ST1/APRIL 24
195448
$874.44
75 SHEILA DENISE ROCKYMORE
CHILD CARE ST1/APRIL 24
195449
$681.63
76 THERESA MARTINEZ
CHILD CARE ST1/APRIL 24
195450
$968.47
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
Item
Count
Vendor Name
Description
Check
Number
Check Total
77 AIDAN JAMES ZEPPUHAR
CHILD CARE/APRIL 24
195451
$761.88
78 CHRISTINE MICHELLE SANDOVAL
CHILD CARE/APRIL 24
195452
$707.20
79 DAVIT PETROSYAN
CHILD CARE ST3/APRIL 24
195453
$1,363.26
80 YOUNG MENS CHRISTIAN ASSOCIATION OF
CHILD CARE ST3/APRIL 24
195454
$1,491.85
81 MARGARITA AUDETAT DE MONTOYA
CHILD CARE ST2/APRIL 24
195455
$2,428.95
82 MARIA ALICIA MURILLO
CHILD CARE/APRIL 24
195456
$1,102.58
83 MARIA JESUS VARGAS DE SANDOVAL
CHILD CARE ST3/APRIL 24
195457
$586.05
84 MARIA SILVA DE RIOS
CHILD CARE ST3/APRIL 24
195458
$968.46
85 MARISA RAFAELA ZAMUDIO
CHILD CARE ST3/APRIL 24
195459
$586.05
86 MARTA ELENA SOTELO RAMIREZ
CHILD CARE ST2/APRIL 24
195460
$968.46
87 NADINE MCGUIRE
CHILD CARE ST3/APRIL 24
195461
$2,053.54
88 NEW HARVEST CHRISTIAN FELLOWSHIP
CHILD CARE/APRIL 24
195462
$920.00
89 NICHOLE MARSHA DOUGLAS
CHILD CARE ST2/APRIL 24
195463
$1,018.09
90 OSCAR ROBERTO CORTEZ
CHILD CARE ST3/APRIL 24
195464
$5,360.90
91 RAQUEL SILVA
CHILD CARE/APRIL 24
195465
$673.10
92 SARAH ANGELL PAIZ
CHILD CARE ST2/APRIL 24
195466
$1,665.84
93 NADINE MELINDA SANCHEZ
CHILD CARE ST2/APRIL 24/REISSUE
195467
$1,346.20
94 3 WIRE LLC
PREINSTALL INSPECTION
195468
$559.54
95 AKM CONSULTING ENGINEERS
SSMP PREPARATION
195469
$8,758.00
96 ALEXANDRA A BAUTISTA
NASC DEPOSIT REFUND
195470
$500.00
97 ALEXIS MOLINA
NASC DEPOSIT REFUND
195471
$255.00
98 ALLAN PERDOMO
MANAGEMENT WELLNESS PROGRAM
195472
$325.00
99 B & W COMMUNICATIONS INC
RADIO EQUIPMENT REPAIR SERVICES
195473
$181.00
100
BEATRIZ MIRANDA
NASC DEPOSIT REFUND
195474
$900.00
101
SULLY MILLER CONTRACTING CO
HOT MIX
195475
$1,473.11
102
BUENO GROUP INC
12059 CHESHIRE ST/ONE-WAY PROGRAM
195476
$14,995.00
103
CINDY ABANTO
SECURITY DEPOSIT REFUND
195477
$1,000.00
104
PNC BANK
STREET LIGHTS/ DSP/INT & PRINCIPAL
195478
$410,755.76
105
CONTINENTAL BATTERY COMPANY
AUTOMOTIVE AND BUS BATTERY
195479
$548.43
106
DAPEER ROSENBLIT & LITVAK LLP
CITY PROSECUTOR SERVICES
195480
$7,795.62
107
MONTEBELLO AUTO GROUP LLC
OEM CHEVROLET PARTS
195481
$24.68
108
EASTSIDE SERVICES INC
WINDOW WASH/CITY HALL
195482
$1,880.00
109
ECOLINE INDUSTRIAL SUPPLY INC
SUPPLY PROTECTIVE EQUIPMENT
195483
$1,687.01
110
FRANK RODARTE
CONTRACT CITIES DJ SERVICES
195484
$409.75
111
GALLS PARENT HOLDINGS LLC
UNIFORM PURCHASES
195485
$91.54
112
GILLIG LLC
OEM PARTS
195486
$9,336.85
113
KINGDOM CAUSES BELLFLOWER
HOMELESS PREVENTION & REHOUSING
195487
$2,653.96
114
THE GOODYEAR TIRE & RUBBER CO
BUS TIRE LEASING SERVICES
195488
$3,693.30
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
Item
Count
Vendor Name
Description
Check
Number
Check Total
115
WW GRAINGER INC
ANTIFREEZE
195489
$586.67
116
GUADALUPE CARLOTA GALVAN MONTERO
HOMEMAKING/SENIOR GRANT
195490
$70.00
117
HANNAH MATUS
NASC DEPOSIT REFUND
195491
$75.00
118
HARBOR DIESEL & EQUIPMENT INC
OEM PARTS
195492
$2,258.68
119
HEINZEL FACTORA
NASC DEPOSIT REFUND
195493
$500.00
120
HENG SHENG INVESTMENT INC
SECURITY DEPOSIT ASSISTANCE /HOUSING
195494
$4,620.00
121
BOWMAN INFRASTRUCTURE ENGINEERS
LTD
BUILDING SERVICES
195495
$23,058.00
122
IRMA LIMON
MEMBERSHIP REFUND
195496
$185.00
123
ISLAS TIRES INC
NEW TIRES
195497
$700.25
124
JENNIFER FRANKLIN
REISSUE CHECK 195081
195498
$90.00
125
KARLA SALAS-RAMIREZ
NASC DEPOSIT REFUND
195499
$1,000.00
126
COUNTY OF LA DEPT OF PUBLIC WORKS
INDUSTRIAL WASTE SERVICES FOR SEWER
195500
$7,463.08
127
LIBERTY UTILITIES CORP
UTILITIES/CITY WIDE
195501
$485.47
128
LITTLE LAKE CITY SCHOOL DISTRICT
CONTRIBUTION/RR
195502
$200.00
129
LOS ANGELES SUPERIOR COURT
COURT SURCHARGE FEES
195503
$17,890.00
130
MARICELA CANIZALEZ
SECURITY DEPOSIT REFUND
195504
$1,000.00
131
MCMASTER-CARR SUPPLY COMPANY
MISCELLANEOUS SUPPLIES
195505
$24.01
132
MICHAEL BAKER INTERNATIONAL INC
CONSULT/PLANNING
195506
$20,790.00
133
MIRACLE MILE PROPERTIES LP
SECURITY DEPOIT ASSISTANCE /CDBG
195507
$1,675.00
134
MUNICIPAL EQUIP MTCE ASSOCIATION
REISSUE CHECK 191898
195508
$275.00
135
JOE'S SWEEPING INC
CITY WIDE SHOPPING CART RETRIEVAL
195509
$1,394.26
136
INTERPRINT CORPORATION
18X24 SIGNS
195510
$1,857.17
137
NORWALK PRINTERS INC
BUSINESS CARDS
195511
$74.75
138
P F SERVICES INC
REGULATORY COMPLIANCE
195512
$921.18
139
SHAPELL AND WEBB LLC
SECURITY DEPOSIT ASSISTANCE/CDBG
195513
$500.00
140
PATRICIA SANDOVAL
ZUMBA INSTRUCTOR
195514
$304.20
141
THE DOOR OF HOPE YOUTH & FAMILY
CONTRIBUTION/RR
195515
$563.00
142
RICHARD M RAMIREZ
MANGEMENT WELLNESS PROGRAM
195516
$489.29
143
RIO HONDO COMM COLLEGE DISTRICT
FIELD TRAINING COURSE
195517
$711.30
144
SC COMMERCIAL LLC
SUPPLY/DELIVERY LUBRICANTS
195518
$5,603.52
145
SECTRAN SECURITY INC
CASH CARRIER SERVICES
195519
$1,849.23
146
SHAKEISHA SPICER
SECURITY DEPOSIT
195520
$246.50
147
SOUTH BAY FORD LINCOLN INC
OEM FORD PARTS
195521
$983.94
148
SOUTHERN CALIF EDISON COMPANY
UTILITIES/CITY WIDE
195522
$106,638.05
149
CALIFORNIA STATE CONTROLLERS OFFICE
REMIT ADVISORY REPORT 24
195523
$150.00
150
STEPHEN DORECK EQUIPMENT RENTAL INC
EMERGENCY REPAIRS
195524
$33,651.10
151
WILLIAM J WADLEY INC
UNIFORMS/ACCESSORIES
195525
$13.17
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
Item
Count
Vendor Name
Description
Check
Number
Check Total
152
THINKERS 4 AUTISM
NASC DEPOSIT REFUND
195526
$105.00
153
NORWALK INDUSTRIAL SUB, LLC
UTILITY BILL REFUND
195527
$147.15
154
UNIFIRST CORPORATION
SUPPLIES/CITY WIDE
195528
$450.52
155
ARGO ENTERPRISES INC
FIRST AID SUPPLIES
195529
$762.65
156
USA WASTE OF CALIFORNIA INC
RECREATION EXCURSION BUS
195530
$180.09
157
VORTEX INDUSTRIES INC
ROLL GATE SERVICES
195531
$3,352.75
158
WAXIE'S ENTERPRISES LLC
CLEANING SUPPLIES
195532
$196.50
159
WILLDAN ENGINEERING
LANDSCAPE PLAN REVIEW
195533
$450.00
160
ALVAREZ-GLASMAN & COLVIN
LEGAL SERVICES/FEBRUARY 2024
V18085
$26,973.57
161
I COPY INC
COPY CHARGES/TRANSIT
V18086
$191.17
162
JOHNSON CONTROLS US HOLDINGS INC
ALARM SYSTEM SERVICES
V18087
$613.30
163
KIMLEY-HORN AND ASSOCIATES INC
PROJECT 7606 PROFESSIONAL SERVICES
V18088
$1,805.00
164
MARIA DOLORES CARRASCO
HOMEMAKING/SENIOR GRANT
V18089
$140.00
165
MARIO ENRIQUE MERA
MANAGEMENT SUPPORT SERVICES
V18090
$11,340.00
166
NANCY GALICIA
HOMEMAKING/SENIOR GRANT
V18091
$542.50
167
SANDRA DUARTE RAMOS
HOMEMAKING/SENIOR GRANT
V18092
$39.37
168
THERESA MARIE MENDOZA
HOMEMAKING/SENIOR GRANT
V18093
$105.00
169
ARACELI MAGALLON
CHILD CARE ST1/APRIL 24
V18094
$1,363.26
170
CLARA M FLORES AGUILAR
CHILD CARE ST1/APRIL 24
V18095
$2,524.53
171
ELIZABETH LILLIAN BUZENES MORALES
CHILD CARE ST1/APRIL 24
V18096
$663.90
172
GRASIELA CUEVAS PEREZ
CHILD CARE ST1/APRIL 24
V18097
$1,748.88
173
JACKELINE CHAVEZ MORENO
CHILD CARE ST1/APRIL 24
V18098
$681.63
174
JALEN EMON WALKER
CHILD CARE ST1/APRIL 24
V18099
$537.99
175
JUAN LOMELI
CHILD CARE ST1/APRIL 24
V18100
$1,414.40
176
LASHAWNAE ARSHANEQ SMITH
CHILD CARE ST1/APRIL 24
V18101
$1,521.82
177
ROSELIA CALDERON
CHILD CARE ST1/APRIL 24
V18102
$2,613.22
178
THE LORDS CHILDREN MISSION
CHILD CARE ST1/APRIL 24
V18103
$4,896.85
179
AMERICA A GOMEZ
CHILD CARE ST2/APRIL 24
V18104
$2,855.54
180
BRIANNA MARIE GARSIA
CHILD CARE/APRIL 24
V18105
$874.44
181
INGRID KING
CHILD CARE ST3/APRIL 24
V18106
$2,132.16
182
MARIO JOSEPH LOPEZ JR
CHILD CARE ST2/APRIL 24
V18107
$3,112.14
183
ROSELIA CALDERON
CHILD CARE ST2/APRIL 24
V18108
$13,178.33
184
TAYLOR GENEVA SALHUS
CHILD CARE ST3/APRIL 24
V18109
$1,083.56
185
THE LORDS CHILDREN MISSION
CHILD CARE ST2/APRIL 24
V18110
$10,740.04
186
I COPY INC
COPY CHARGES/CITY WIDE
V18111
$280.97
187
ASSET PERFORMANCE GROUP LLC
PARKING CITATION PROCESSING
V18112
$19,783.49
CITY OF NORWALK
FINAL WARRANT REGISTER
May 21, 2024 through May 28, 2024
*****Total Warrants**** $1,124,297.64
Notes:
Voided Check(s):
I hereby certify that the claim of demand covered by the above listed warrants have been audited as to accuracy and the funds are available for payment.
Jana Stuard, Finance Director
195430
Digitally signed by Jana Stuard
Date: 2024.05.28 15:16:17 -07'00'
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Theresa Devoy, City Clerk
SUBJECT: GENERAL MUNICIPAL ELECTION - NOVEMBER 5, 2024 - RESOLUTION NOS. 24-30 - CALLING ELECTION AND 24-31 - CONSOLIDATION WITH THE LOS
ANGELES COUNTY REGISTRAR RECORDER
Background:
The City's General Municipal Election is scheduled for November 5, 2024, and will be consolidated with the Countywide General Election pursuant to State law. There are three seats for Member of City Council up for election. Attachment No. 1 is Resolution No. 24-30, which calls the election.
Consolidated Election
The Los Angeles Country Registrar's Office (Registrar) will administer, manage, and oversee the operational portion of the City’s election including the voting processes, ballot counting, and canvassing the votes pursuant to Elections Code §10418. The City Clerk will continue to serve as the Elections Official, manage the candidates, nomination filing process, Fair Political Practices Commission (FPPC) filings, creating/publishing official election notices relating to calling an election and nominations, and serve as the liaison between the City and Registrar. Resolution No. 24-31 requests the Los Angeles County Board of Supervisors approve consolidation of the City’s election with the statewide election administered by the Registrar’s office.
Vote Centers and voting by mail will continue to be the models of voting. Many Vote Centers will be open up to 11 days prior and on Election Day and voters may use any Vote Center to cast their ballots. Vote by Mail ballots will have a ballot and prepaid return postage envelopes, and an extended period for receiving ballots if postmarked by Election Day.
City Council June 4, 2024
Election Resolutions – Resolution Nos. 24-30 and 24-31 Page No. 2 8 7
3 Nomination Period
Prospective registered Norwalk voters interested in running for a seat will be able to make appointments with the City Clerk to receive and file nomination papers. The nomination period will be open from July 15, through 5:00 p.m. on August 9, 2024 by appointment.
If an incumbent member of the City Council has not filed by the deadline, the nomination period for that office will be extended to 5:00 p.m. on Wednesday, August 14, 2024, during which time any eligible person (other than the incumbent) may file nomination documents.
Candidates’ Statements
The submission of a candidate’s statement for inclusion in the Official Sample Ballot Booklet is optional. Pursuant to California Elections Code sections 13307(c)(1)(2) and 13307.7, the Registrar-Recorder/County Clerk’s Office (Registrar) launched an Online Candidate Statement Pilot in Los Angeles County in 2022 that allowed candidates running for County level offices to pay for a candidate statement that would be posted online only and would not be printed in the sample ballot/voter guide. The pilot program was expanded to include cities, school districts, and other local jurisdictions for the March 2024 election cycle, and for a reduced fixed fee of $279, online statements were published in English and Spanish on a dedicated page on the www.lavote.gov website.
In preparation for the November 2024 Election cycle, the Registrar’s Office is making the option available to all local jurisdictions. The candidates will have the option for an online only candidate statement for $279 or traditional printed statement in the sample ballot/voter guide provided they pay for the selection (yet to be determined by the Registrar’s Office). Online candidate statements must follow the same requirements as set forth for traditional printed statements.
New Ballot Processing Center
The Registrar’s new Ballot Processing Center located in the City of Industry will be the Central Counting Place for the election. However, all semi-final results will be released from the Registrar’s headquarters located at 12400 Imperial Highway, Norwalk, CA 90650. Semi-final results will also be continuously updated and displayed on the Registrar’s website (www.lavote.net) throughout Election Night and during the Official Canvass.
Fiscal Impact:
The estimate received through the Registrar’s election calculator indicates that the City’s cost to consolidate the election will be approximately $221,000.
Citizens Advised:
A notice of election will be published no later than June 14 in accordance with the California Election Code.
City Council June 4, 2024
Election Resolutions – Resolution Nos. 24-30 and 24-31 Page No. 3 8 7
3 Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council adopt:
a. Resolution No. 24-30, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024, FOR THE ELECTION OF CERTAIN
OFFICERS AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES; and
b. Resolution No. 24-31, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF LOS ANGELES TO CONSOLIDATE THE CITY OF NORWALK’S GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE ELECTIONS CODE.
Attachments:
1. Resolution No. 24-30, Calling the Election
2. Resolution No. 24-31, Requesting Consolidation
RESOLUTION NO. 24-30
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024 FOR THE ELECTION
OF CERTAIN OFFICERS AS REQUIRED BY THE PROVISIONS OF THE
LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES
WHEREAS, under the provisions of the laws relating to general law cities in the State of California, a General Municipal Election shall be held on November 5, 2024, for the election of three Members of the City Council for four-year terms; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.Pursuant to the requirements of the laws of the State of California relating to General Law Cities, there is called and ordered to be held in the City of Norwalk California, on Tuesday, November 5, 2024, a General Municipal Election for the purpose of electing three Members of City Council for the full term of four years.
Section 2.The ballots to be used at the election shall be in form and content as required by law.
Section 3.The City Clerk is authorized, instructed, and directed to coordinate with the County of Los Angeles Registrar-Recorder/County Clerk (Registrar) to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election.
Section 4.The vote centers, operated by the Registrar’s office, for the election shall be open as required during the identified voting period pursuant to Sections 4007 and 14401 of the Elections Code of the State of California.
Section 5.In all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections.
Section 6.Notice of the time and place of holding the election is given and the City Clerk is authorized, instructed and directed to give further or additional notice of the election, in time, form and manner as required by law.
Section 7.The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.
Section 8.The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill.
Resolution No. 24-30 Page 2 of 2
Section 9.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk, and the City Clerk, or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 4th day of June 2024.
________________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
______________________________
THERESA DEVOY, CMC
CITY CLERK
RESOLUTION NO. 24-31
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF
LOS ANGELES TO CONSOLIDATE THE CITY OF NORWALK’S
GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 5,
2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE ELECTIONS CODE
WHEREAS, the City Council of the City of Norwalk called a General Municipal Election to be held on November 5, 2024, for the purpose of electing three Members of the City Council for four-year terms; and
WHEREAS, the City is required to consolidate the General Municipal Election with the Statewide General Election to be held on the same date and that within the city the precincts, polling places (vote centers) and election officers of the two elections be the same, and that the county election department of the County of Los Angeles canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.Pursuant to the requirements of §10403 of the Elections Code, the Board of Supervisors of the County of Los Angeles is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General Election on Tuesday, November 5, 2024, for the purpose of electing three Members of the City Council for four-year terms.
Section 2.The county election department is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used. The election will be held and conducted in accordance with the provisions of law regulating the statewide or special election.
Section 3.The Board of Supervisors is requested to issue instructions to the county election department to take any and all steps necessary for the holding of the consolidated election.
Section 4.The City of Norwalk recognizes that additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for any costs.
Section 5.The City Clerk is hereby directed to file a certified copy of this resolution with the Board of Supervisors and the county election department of the County of Los Angeles.
Resolution No. 24-31 Page 2 of 2
Section 6.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk, and the City Clerk, or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 4th day of June 2024.
________________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
______________________________
THERESA DEVOY, CMC
CITY CLERK
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jennifer Hernandez, Senior Management Analyst
SUBJECT: RESOLUTION NO. 24-26 - ADOPTION OF ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2024/25
Background:
The Gann Initiative, which was approved by California voters on November 6, 1979 (Article XIIIB of the State Constitution), places limitations on the appropriations of state and local governments and further provides for appropriations limit increases for cost of living/per capita income and population changes. Under Government Code Section 7910, the City is annually required to establish and adopt by resolution its appropriations limit in conformance with the requirements of Article XIIIB of the California Constitution.
Resolution No. 24-26 and supporting Exhibit A reflect the City’s Appropriations Limit for Fiscal Year 2024/25 of $111,201,981. Based on the proposed budget, the appropriations that are subject to this limit total $65,536,370 (Appropriations Subject to Limitations). As a result of the annual Appropriations Limit being greater than the appropriations subject to the limit, the City is in compliance with the provisions of Article XIIIB of the California Constitution.
Fiscal Impact:
N/A
Citizens Advised:
N/A
City Council June 4, 2024
Annual Appropriations Limit for FY 24/25 Page No. 2
8 6
2 Strategic Plan 2023 Implementation:
The recommended action adheres to the City’s values to be fiscally responsible, ethical and transparent in City’s stewardship; and it will further the City’s strategic plan goal (3) Create and sustain a resilient and economically prosperous City.
Recommended Action:
Staff recommends City Council adopt Resolution 24-26, A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF NORWALK APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2024/25.
Attachments:
1. Resolution No. 24-26
2. Appropriations Subject to Limitations
Attachment No. 1
RESOLUTION NO. 24-26
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT
FOR FISCAL YEAR 2024/25
WHEREAS, the voters of California on November 6, 1979, added Article XIIIB to the State Constitution placing various limitations on the appropriations of the state and local governments; and
WHEREAS, Proposition 111 established fiscal year 1986-87 as the base year for establishing the appropriations limit; and
WHEREAS, the City of Norwalk has complied with all the provisions of Article XIIIB in determining the appropriations limit for Fiscal Year 2024/25.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK
HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1. The appropriations limit for Fiscal Y ear 2024/25 is $111,201,981 as reflected on Exhibit “A,” attached hereto.
Section 2. In calculating the appropriations limit, the City has utilized the California per capita personal income growth factor for Fiscal Year 2024/25 as shown on Exhibit “A.”
Section 3. The City utilized the population growth factor for the County of Los Angeles for Fiscal Year 2024/25 to calculate the appropriations limit, as shown on Exhibit “A.”
Section 4. The City reserves the right to change or revise any growth factors associated with the calculation of the appropriations limit if such changes or revisions would result in a more advantageous appropriations limit in the present or future.
Section 5. The Mayor, or presiding officer, is hereby authorized to affix h er signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED this 4
th day of June 2024.
__________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
__________________________
THERESA DEVOY, CMC
CITY CLERK
Resolution No. 24-26 Page 3 of 3
Appropriations Limit Calculation
Appropriations Limit FY 2023/24 $ 107,265,343
Adjustment Factor for FY 2024/25 x 1.0367
Appropriations Limit FY 2024/25 $ 111,201,981
Calculation of Adjustment Factor for FY 2024/25
= 3.62 %
Population Change - City = -0.39 %
Population Change - County = 0.05 %
Per Capita converted to a ratio: 3.62+ 100
Appropriations Limit FY 2024/25 100
Population converted to a ratio: .05 + 100
100
Calculation of adjustment factor for FY 2024/25 1.0444 x 1.0005 = 1.0367 = 1.0005
EXHIBIT A
CITY OF NORWALK
APPROPRIATIONS LIMIT
FISCAL YEAR 2024/25
Per Capita Cost Of Living Change
= 1.0362
ATTACHMENT NO. 2
Appropriations Subject to Limitation
Total Revenues FY 2024/25 269,585,793$
Less: Revenues Excluded from the Limit (159,137,394)
Non-Proceeds of Taxes (44,912,029)
Proceeds of Taxes 65,536,370
Less: Exclusions -
Appropriations Subject to Limitation 65,536,370$
Summary:
Appropriations Limit FY 2024/25 (Resolution No. 24-26) 111,201,981$ Less: Appropriations Subject to Limitation (65,536,370) Favorable Variance (Amount is Under Appropriation Limit) 45,665,611$
CITY OF NORWALK
APPROPRIATIONS SUBJECT TO LIMITATION
FISCAL YEAR 2024/25
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Jennifer Hernandez, Senior Management Analyst
SUBJECT: RESOLUTION NO. 24-27 - STATEMENT OF INVESTMENT POLICY Background:
California Government Code Section 53646(a) requires that a local agency’s treasurer or chief fiscal officer annually render to the legislative body a statement of investment policy to be considered at a public meeting. In addition, Government Code Section 53607 authorizes the legislative body of a local agency to delegate its authority to invest and reinvest local agency monies or to sell or exchange securities purchased to the treasurer of the local agency. Senate Bill 109 now limits this authorization to delegate authority to a one-year period.
Description of Attachments
The Statement of Investment Policy and supporting documents is consistent with policies approved by City Council in prior fiscal years. As a reminder, the following descriptions are provided to explain each of the attachments.
Attachment 2: Statement of Investment Policy. This statement is intended to provide guidelines for the prudent investment of the City’s temporary idle cash. The statement has been prepared in accordance with existing laws.
Attachment 3: Investment Program. This document details the investment guidelines and internal control objectives, including the segregation of duties that is referred to in the Investment Policy. The investment Program is established by the City Treasurer and will be modified as needed.
Attachment 4: Broker/Dealer Questionnaire and Certification. This document will be utilized if any investments are purchased through a broker/dealer.
City Council June 4, 2024
Investment Policy FY 2024/25 Page No. 2
8 6
3 Attachment 5: Before Entering A Governmental Pool Questionnaire. This document will be utilized if the City elects to join another governmental pool.
Attachment 6: California Government Code – Authorized Investments. California Government Code Sections 53601 and 53635 provide a list of authorized investments. All investments are not suitable for Norwalk, and as such, have not been placed in the Investment Policy. This is an informal attachment only.
Summary
The presented Investment Policy provides guidelines for the prudent investment of the City’s temporary idle cash and outlines the procedures for maximizing the efficiency of the City’s cash management system. This investment policy has been prepared so as to be in conformance with all pertinent existing laws of the State of California for General Law cities.
Fiscal Impact:
N/A
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 3: Create and Sustain a Resilient and Economically Prosperous City.
Recommended Action:
Staff recommends City Council adopt Resolution No. 24-27, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2024/25 STATEMENT OF
INVESTMENT POLICY AND AUTHORIZING THE CITY TREASURER TO INVEST AND
REINVEST IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH THE 2024/25 STATEMENT OF INVESTMENT POLICY.
Attachments:
1. Resolution No. 24-27
2. Statement of Investment Policy
3. Investment Program
4. Broker/Dealer Questionnaire and Certification
5. Before Entering A Governmental Pool Questionnaire
6. California Government Code - Authorized Investments
ATTACHMENT NO. 1
RESOLUTION NO. 24-27
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2024/25 STATEMENT OF INVESTMENT POLICY, AND
AUTHORIZING THE CITY TREASURER TO INVEST AND REINVEST
IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH
THE 2024/25 STATEMENT OF INVESTMENT POLICY
WHEREAS, the California Government Code Section 53646 (a) requires the City Treasurer to submit a “Statement of Investment Policy” to the City Council each fiscal year; and
WHEREAS, the Statement of Investment Policy is necessary in order to assure the City Council that the City’s investment goals of safety, liquidity, yield, and safekeeping are met; and
WHEREAS, the Statement of Investment Policy was designed according to the specific needs of the City of Norwalk and in compliance with Government Code regulations; and
WHEREAS, in accordance with Government Code Section 53607, the City Treasurer is hereby authorized (a) to invest such portion of any sinking fund of, or idle money in, the City Treasury, not required for the immediate necessities of the City as is deemed wise or expedient, in securities in which this City Council is authorized to invest such sums by the provisions of the State Government Code Section 53601 and 53635, limited by the City’s Investment Policy; and (b) to sell, or exchange for other eligible securities, and reinvest the proceeds of the securities purchased.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The City Council of the City of Norwalk hereby approves the adoption of the 2024/25 Statement of Investment Policy and authorizes the City Treasurer to invest and reinvest idle monies of the City of Norwalk in accordance with the 2024/25 Statement of Investment Policy.
Section 2.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED on 4th day of June 2024.
________________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
__________________________________
THERESA DEVOY, CMC
CITY CLERK
PAGE 1 of 9
ATTACHMENT NO. 2
CITY OF NORWALK
STATEMENT OF INVESTMENT POLICY
Fiscal Year 2024/2025
I. PURPOSE
This statement is intended to provide guidelines for the prudent investment of the City of Norwalk (the City) temporary idle cash and outline the procedures for maximizing the efficiency of the City 's cash management system. The ultimate goal is to enhance the economic status of the City while safeguarding its assets. This investment policy has been prepared so as to be in conformance with all pertinent existing laws of the State of California for General Law cities.
II. OBJECTIVE
The City's cash management system is designed to accurately monitor and forecast revenues and expenditures, thus enabling the City to invest funds to the fullest extent possible only after the criteria established for safety and liquidity have been met.
The City strives to maintain the level of investment of all idle funds as near 100% as possible, through daily and projected cash flow determinations. Idle cash management and investment transactions are the responsibility of the City Treasurer.
Criteria for selecting investments and the order of priority are:
1. Safety
Safety and the minimizing of risk associated with investing refers to attempts to reduce the potential for loss of principal, interest or a combination of the two.
The first level of risk controls is found in state laws, which restricts the particular type of permissible investments for municipalities. The second level of risk control is the reduction of default risk by investing in instruments that appear to be the most creditworthy. The third level of risk control is the reduction of market risk by investing in instruments that have relatively short maturities, thereby eliminating the risk of loss from a forced sale. The City only invests in those instruments that are considered very safe.
2. Liquidity
Liquidity refers to the ability to easily sell at any time with a minimal risk of losing some portion of principal or interest. Liquidity is an important quality for an investment to have, for at any time the City may have unexpected or unusual
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circumstances that result in larger disbursements than expected, and some investments may need to be sold to meet the contingency.
3. Yield
Yield is the potential dollar earnings an investment can provide, and also is sometimes described as the rate of return. The City attempts to obtain the highest yield possible when selecting an investment, provided that the criteria stated herein for safety and liquidity are met.
4. Safekeeping
Securities purchased shall be held in a third party safekeeping account in the City's name and control.
The basic premise underlying the City 's investment philosophy is, and continues to be, to insure that surplus funds are always safe and available when needed.
III. DELEGATION OF INVESTMENT AUTHORITY
The City’s Legislative body by resolution has delegated to the City Treasurer the authority to invest idle funds subject to the limitations set forth in the Investment Policy.
The City Treasurer will establish an investment program consistent with this Investment Policy. The investment program shall 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 City Treasurer. The City Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials.
IV. PRUDENCE
Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs; not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. The standard of prudence to be used by investment officials shall be the "prudent investor" standard (California Government Code Section 53600.3) and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures and the Investment Policy and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments.
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V. AUTHORIZED FINANCIAL INSTITUTIONS AND DEALERS
The City Treasurer will select broker/dealers of government securities and other investments on the basis of creditworthiness, financial strength, experience and minimum capitalization and who are authorized to provide investment and financial advisory services in the State of California. No public deposit shall be made except in a qualified public depository as established by state laws. The City Treasurer shall select only broker/dealers who are licensed and in good standing with the California Department of Securities, the Securities and Exchange Commission, the National Association of Securities Dealers or other applicable self-regulatory organizations.
Before engaging in investment transactions with a broker/dealer, the City Treasurer shall have received from said firm a signed Certification Form. This form shall attest that the individual responsible for the City of Norwalk's account with that firm has reviewed the Cit y's Investment Policy and that the firm understands the policy and intends to present investment recommendations and transactions to the City that are appropriate under the terms and conditions of the Investment Policy.
VI. AUTHORIZED INVESTMENTS
City active and inactive deposits may be kept in checking accounts and savings accounts at financial institutions as identified in California State Government Code Section 53648 provided that they are adequately secured with proper collateral as prescribed by Government Code Sections 53656 and/or 53658. Funds may be automatically swept from the above accounts into investment instruments provided those investment instruments are allowable investments as listed in this section, and limited to the percentage of investment participation prescribed for each investment instrument.
Allowable investments for the portfolio of the City of Norwalk are limited by California State Government Code Sections 53601 et seq.; 53635. They are further restricted by the City. Percentages of Investment Participation and percentages of Maximum Participation apply at the time of purchase. Purchase transactions may not exceed $10,000,000, nor exceed five- year maturities. Exceptions can only be approved by City Council. The investment instruments and percentage of participation permitted by this policy are:
U.S. Treasury Obligations
Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the faith and credit of the United States are pledged for the payment of principal and interest.
Maximum Maturity: 5 Years
Investment Participation: 100%
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U.S. Agency Obligations (Agency Securities)
The purchase of Federal Agency or United States government -sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies , i.e.: Government National Mortgage Association (GNMA or Ginnie Mae) , Export-Import Bank of the United States (ExImBank) , Tennessee Valley Authority (TVA) or U.S. government - sponsored enterprises , i.e.: Federal National Mortgage Association (FNMA or Fannie Mae), Federal Home Loan Mortgage Corporation (FHLMC or Freddie Mac), Federal Agricultural Mortgage Corporation (Farmer Mac), Federal Home Loan Bank, Federal Farm Credit Bank.
Maximum Maturity: 5 Years
Investment Participation: 100%
State of California and California Local Agencies
Registered California warrants, treasury notes or bonds of this state, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled or operated by the state or by a department, board, agency, or authority of the state.
Bonds, notes, warrants or other evidences of indebtedness of any local agency within California including bonds payable solely out of the revenues from a revenue- producing property owned, controlled, or operated by the local agency, or by a department, board, agency, or authority of the local agency. Investments under this section must be rated “A” or better by a nationally recognized rating service.
Maximum Maturity: 5 Years
Investment Participation: 15%
Maximum Exposure: 5% per Issuer
Obligations of Other States
Registered treasury notes or bonds of any of the other 49 states, including bonds payable solely out of the revenues from a revenue- producing property owned, controlled, or operated by a state or by a department, board, agency, or authority of any of the other 49 states.
Maximum Maturity: 5 Years
Investment Participation: 10%
Maximum Exposure: 5% per Issuer
Medium Term Notes
Medium term notes, defined as all corporate and depository institution debt securities with a maximum remaining maturity of five years or less, issued by corporations organized and operating within the United States or by depository institutions licensed
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by the United States or any state and operating within the United States. Notes eligible for investment under this subsection must be rated “A” or better by a nationally recognized rating service. If the credit rating of a security falls below the “BBB” grade, it must be sold and removed from the City Portfolio unless the City Council approves the City Treasurer’s recommendation that the security should be retained. City Treasurer will monitor and report status of such security to City Council in its investment report.
Maximum Maturity: 5 Years
Investment Participation: 25%
Maximum Exposure: 5% per Issuer
Commercial Paper
Commercial Paper ranked A-1, P-1, F-1 by one of the major rating agencies and issued by a domestic corporation having assets in excess of $500,000,000 and having an “A” or better rating on its long term debentures as determined by a recognized national rating agency.
Maximum Maturity: 270 Days
Investment Participation: 25%
Maximum Exposure: 10% per single institution
Credit Requirement: A- 1, P-1, F-1 (Per Moody’s/ S & P/ Fitch)
Bankers’ Acceptances-Domestic/Foreign
Bills of exchange or time drafts drawn on and accepted by a commercial bank, typically created from a letter of credit issued in a foreign trade transaction. Eligibility is limited to U.S. banking corporations.
Maximum Maturity: 180 Days
Investment Participation: 30%
Maximum Exposure: 10% per bank
Credit Requirement: A- 1, P-1, F-1 (Per Moody’s / S&P/ Fitch)
Time Deposits (FDIC Insured or Collateralized Certificates of Deposits)
Time deposits, non- negotiable and collateralized in accordance with the California Government Code, may be purchased through banks or savings and loan associations.
No more than 10% of the investment portfolio may be invested in this investment instrument.
Maximum Maturity: 5 Years
Investment Participation: 10%
Maximum Exposure: 5% per Issuer
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Negotiable Certificates of Deposit
Negotiable certificates of deposit issued by a nationally or state -chartered bank, a savings association or a federal association, a state or federal credit union, or by a state-licensed branch of a foreign bank. Purchases of negotiable certificates of deposit may not exceed 30 percent of the agency’s money which may be invested pursuant to this section.
Maximum Maturity: 5 Years
Investment Participation: 30%
Maximum Exposure: 5% per Issuer
Credit Requirement: A- 1, P-1, F-1 (Per Moody’s / S&P/ Fitch)
Money Market Mutual Funds
California Government Code Section 53601 (k) permits public agencies to invest 20% of their portfolio in mutual funds or money market. The City chooses to use money market mutual funds as described in California Government Code Section 53601 (k) (2), to the exclusion of other types of mutual funds. Money market funds are limited to a maximum dollar-weighted average maturity of 90 days; each investment must have a remaining maturity of thirteen months or less at time of purchase; and the fund must strive to maintain a constant net asset value of $1.00. These restrictions are designed to protect assets from a loss in value that can result from substantial increases in interest rates.
The California Government Code Section 53601 (k) (2) permits public agencies to invest in “shares of beneficial interest issued by diversified management companies that are money market funds registered with the Securities and Exchange Commission under the Investment Company Act of 1940 (15 U.S.C. Sec. 80a- 1, et seq.) as long as the company shall have met either of the following criteria: (A) Attained the highest ranking or the highest letter and numerical rating provided by not less than two nationally recognized statistical rating organizations or (B) Retained an investment advisor registered or exempt from registration with the Securities and Exchange Commission with no less than five years’ experience investing in the securities and obligations authorized by subdivisions (a) to (j), inclusive, or subdivisions (m) or (n) and with assets under management in excess of five hundred million dollars ($500,000,000).
Investment Participation: 20 %
LAIF (Local Agency Investment Fund), State of California Investment Pool
A pooled investment fund managed by the State Treasurer’s Office, which operates like a money market fund for the exclusive benefit of governmental entities within California.
There is no minimum investment period and the minimum transaction is $5,000, in multiples of $1,000 above that, with a maximum balance of $75,000,000 for any agency.
The City is restricted to a maximum of ten transactions per month. It offers high liquidity because deposits can be converted to cash in twenty -four hours and no interest is lost.
All interest is distributed to those agencies participating on a proportionate share basis
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determined by the amounts deposited and the length of time they are deposited.
Interest is paid quarterly. The State retains an amount for reasonable costs of making the investments, not to exceed one-quarter of one percent of the earnings.
Investment Participation: Maximum (Set by LAIF) (Currently, $ 75 million per account)
CalTRUST (Investment Trust of California)
A series of government investment pools offered through the CalTRUST Joint Powers Authority, as authorized by California Government Code Section 53601(p). CalTRUST offers three account options: a Money Market fund, a Short -Term fund, and a Medium - Term fund. The City can allocate its assets among the three funds to match its investment time horizons and cash flow needs, and reallocate among funds as circumstances change. There is no minimum investment period; no minimum or maximum transaction size; and no account minimum or maximum. The funds offer high liquidity (same -day in the Money Market fund; next -day in the Short -Term fund; and monthly in the Medium -Term fund). Interest earnings accrue daily and are paid monthly.
Investment Participation: 100%
Los Angeles County Treasury Pool
A pooled investment fund managed by the Los Angeles County Treasurer’s Office, which operates like a money market fund for the exclusive benefit of governmental entities within Los Angeles County.
Investment Participation: 10%
VII. INVESTMENT OF BOND PROCEEDS
When investing proceeds from the issuance of bonds, the City will follow the "permitted investments" identified in the bond indenture.
VIII. CITY CONSTRAINTS
The City Treasurer will evaluate local financial institutions and may invest idle cash funds with such institutions when the criteria for prudent investment are met. The City favors doing business with institutions that maintain at least a branch office in Norwalk.
The City operates its investment pool according to State and self -imposed constraints.
It does not buy stocks; it does not speculate; it does not deal in futures or options. The City does not invest in prohibited investments as identified in Sections 53601.6 and 53631.5 of the California Government Code, such as inverse floaters, range notes, or interest only strips that are derived from a pool of mortgages. Any investment extending beyond a five-year period requires prior City Council’s approval.
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The City will diversify use of investment instruments to avoid incurring unreasonable risks inherent in over investing in specific instruments, individual financial institutions or maturities. Diversification strategies shall be determined and revised periodically. In establishing specific diversification strategies, the following general policies and constraints shall apply:
a. Portfolio maturities shall be matched versus liabilities to avoid undue concentration in a specific maturity sector.
b. Maturities selected shall provide for stability of income and liquidity.
IX. SAFEKEEPING AND COLLATERALIZATION
All transactions, including collateral for repurchase agreements, entered into by the City shall be conducted on a delivery -versus-payment (DVP) basis. Securities will be held by the third party custodian designated by the City Treasurer in the City’s name and control.
Collateralization will be required on demand deposits, certificates of deposit and repurchase agreements. In order to anticipate market changes and provide a level of security for all funds, a minimum collateralization level is required.
Surplus funds can only be deposited in state or national banks, state or federal savings associations, or state or federal credit unions within the State of California. The deposits cannot exceed the amount of the bank's or savings and loan's paid- up capital and surplus. The bank or savings and loan must secure public funds deposits with eligible securities having a market value of 110% of the total amount of the deposits.
State law also allows as an eligible security, first trust deeds having a value of 150% of the total amount of the deposits. Repurchase agreements shall be collateralized with securities authorized by the Government Code, which shall be no less than 102% of the market value of the securities that underlay the repurchase agreement.
The City Treasurer may waive security for that portion of a deposit, which is insured pursuant to Federal law. Currently, the first $100,000 of a deposit is federally insured.
Deposits in excess of $100,000 are required to be collateralized as previously indicated.
X. REPORTING
In accordance with CGC 53646(b)(1), the City Treasurer shall submit to each member of the City Council and the City Manager a monthly investment report. The reports at the end of each quarter shall be submitted to the City Council and City Manager within 30 days of the end of the quarter. Other monthly reports will be submitted to the City Council and City Manager within 45 days of month end. The report shall include a complete description of the portfolio, the type of investments, the issuers, maturity
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dates, par values and the current market values of each component of the portfolio, including funds managed for the City of Norwalk by third party contracted managers.
The report will also include the source of the portfolio valuation. As specified in CGC 53646(e), if all funds are placed in LAIF, CalTRUST, FDIC-insured accounts and/or in a county investment pool, the foregoing report elements may be replaced by copies of the latest statements from such institutions. The report must also include a certification that (1) all investment actions executed since the last report have been made in full compliance with Investment Policy or manner in which the portfolio is not in compliance; and (2) the City of Norwalk will meet its expenditure obligations for the next six months, or provide an explanation as to why sufficient money shall or may not be available, which are required by CGC 53646(b)(2) and (3), respectively. The City Treasurer shall maintain a complete and timely record of all investment transactions.
XI. POLICY REVIEW
This Statement of Investment Policy shall be reviewed at least annually, and rendered to the City Council for approval at a public meeting, to ensure its consistency with the overall objectives of preservation of principal, liquidity and return, and its relevance to current law, financial and economic trends.
After the Council adoption of the Policy, the City Treasurer shall send a copy of the current edition of the Policy to all financial institutions and broker/dealers, which are approved to execute investment transactions with the City. Confirmation of receipt of this policy shall be considered evidence that the financial institution and broker/dealer understands the City’s Policy and intends to sell the City only appropriate investments authorized by this Policy.
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ATTACHMENT NO. 3
CITY OF NORWALK
INVESTMENT PROGRAM
INVESTMENT GUIDELINES
Cash Availability Guidelines:
1. A cash flow analysis shall be developed which will serve as a basis for determining the cash available for investment and maturity dates needed to cover future disbursements.
2. Revenue receipts are consolidated into one bank account and invested on a pooled concept basis. Interest earnings are allocated according to fund cash and investment balances.
3. Active bank balances are kept as low as possible without jeopardizing good banking relationships by maintaining investment of available cash as near to 100% as possible.
4. Sufficient funds are maintained in very liquid investments to meet most unexpected contingencies.
Investing Guidelines:
1. Only investments authorized by this Investment Policy are to be utilized.
2. A copy of this Investment Policy should be given to each broker/dealer with whom the City does business.
3. Before an unfamiliar security is purchased, the issuer and the instrument is researched and investigated and all contractual agreements and administrative procedures are completed before any transactions are consummated.
4. Every investment transaction is documented and the procedure for monitoring is clearly defined.
5. Investment strategies are reviewed by the City Treasurer for possible need to change at least annually. They are reviewed more frequently as changes in economic conditions dictate.
6. The City Treasurer will make an effort to diversify the investment portfolio as indicated in the investment policy. However, the Cit y's cash flows and liquidity needs, along with the additional time and effort that is required to purchase new investments, need to be strongly considered before making an investment just to diversify. This diversification strategy does not pertain to component units.
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7. The City does not permit the purchase of securities on margin or via reverse repurchase agreements (using the security to be purchased as collateral), the City does not enter into reverse repurchase agreements under any circumstances.
8. Under the provisions of CGC 53601.6 and 53631.5, the City shall not invest any funds covered by this Investment Policy in inverse floaters, range notes, interest only strips derived from mortgage pools or any investment that may result in a zero interest accrual if held to maturity.
Guidelines for Certain Types of Investments:
Investment Pools - In the State of California, there are provisions for the creation and operation of a government investment pool. The purpose of the pool is to allow political subdivisions to pool investable funds in order to achieve a potentially higher yield. The City will utilize guidelines established by the California Municipal Treasurers Association and the California Society of Municipal Finance Officers for evaluation before entering any new pool (other than LAIF). Agency Board must grant prior approval of the use of any new government pool.
INTERNAL CONTROL OBJECTIVES FOR INVESTMENTS
Internal control for investments is the procedure established by management of the City to assist in ensuring as far as practicable:
1. An orderly and efficient conduct of investing, including adherence to investment policies.
2. The safeguarding of assets.
3. The accuracy and completeness of the accounting records for investments.
4. The timely preparation of reliable financial information.
5. The prevention of errors.
6. The detection of fraud.
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Elements of Internal Control for Investments:
Adherence to the use of sufficient elements of a system of internal control is the method by which the City can satisfy the objective of internal control. A list of sample elements follows:
1. Responsibility
Specific responsibility for the performance of duties should be assigned and lines of authority and reporting clearly identified and understood.
2. Segregation of Functions
Segregation of functions reduces the risk that a person is in a position to conceal errors if different people handle two parts of a transaction; collusion is necessary to conceal errors or fraud. In particular, the functions that should be considered when evaluating segregation of functions are authorization, execution, recording, and performing reconciliations.
3. Authorization
All transactions should be authorized by an appropriate responsible individual.
The responsibilities and limits of authorization should be clearly delineated.
Delegation of authority to authorize transactions should be handled very carefully.
4. Transfers of Investment Funds
The transferring of investment funds will be carried exclusively by use of the Federal Reserve Bank's electronic wire transfer system. Each Banker or Dealer with whom the City does business shall receive in writing from the City Treasurer a listing which limits transfers of funds to preauthorized bank accounts only.
The listing will also contain the names of the City staff authorized to request such transfers and will be updated in writing for all changes of authorized staff and bank accounts as necessary.
5. Recording
The recording system should provide that the recording procedures, both manual and EDP, be carried out independently of the individual doing the investment execution to help assure that recorded transactions are complete, valid, authorized and properly recorded.
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CITY OF NORWALK
INVESTMENT PROGRAM
Segregation of Responsibilities of the Treasury Function
Function Responsibility
1. Authorization of Investment
Transactions:
Formal Investment Policy should be:
• Prepared by City Treasurer
• Submitted to City Council
Investment transactions should be City Treasurer
approved by
2. Execution of investment transactions: City Treasurer
3. Timely recording of investment:
Transactions:
Recording of investment transactions in Controller / Deputy Treasurer the Treasurer’s records
Recording of investment transactions in Senior Accountant the accounting records
4. Verification of investment, i.e., match Senior Accountant broker confirmations to Treasurer records
5. Safeguarding of Assets and Records:
Reconciliation of Treasurer records to the Senior Accountant accounting records, bank statements and
safekeeping records
Review of (a) Agency’s financial condition, City Treasurer (b) safety, liquidity, and potential yields
of investment instruments
6. Review of investment policy and Independent Auditors compliance with policy during annual
audit of Agency’s financial records
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ATTACHMENT NO. 4
CITY OF NORWALK
BROKER/DEALER QUESTIONNAIRE AND CERTIFICATION
1. Name of Firm:
2. Address:
3. Telephone:
4. Broker’s Representative to the City (attach resume)
Name:
Title:
Telephone:
5. Manager/Partner-in-Charge (attach resume)
Name:
Title:
Telephone:
6. List all personnel who will be trading with or quoting securities to City employees (attach resume)
Name:
Title:
Telephone:
7. (a) Which of the above personnel have read the City’s investment policy?
(b)
Do each of the foregoing individuals currently hold valid licenses to trade securities on behalf of the City?
Yes No
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City of Norwalk
Broker/Dealer Questionnaire and Certification
Name of Firm:
Page Two
8. Is your firm a primary dealer in United States Government Securities?
Yes No
9. List the total volume of United States Government and Agency Securities for the last calendar year.
Firm-wide $ No. of Transactions
Your local office $ No. of Transactions
10. Which instruments are offered regularly by your local office?
Treasury Bills CMO’s
Treasury Notes/Bonds Bank CD’s
BA’s (domestic) S & L CD’s
BA’s (foreign) Repos
Commercial Paper Reverse Repos
Agencies (specify) Other (specify)
11. References – Please identify your most directly comparable public sector clients in our geographical area.
Entity
Contact
Telephone
Client since
City of Norwalk
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Broker/Dealer Questionnaire and Certification
Name of Firm:
Page Three
12. Have any of your clients ever sustained a loss on a securities transaction arising from a misunderstanding or misrepresentation of the risk characteristics of the instrument? If so, explain.
13. Has your local office ever subject to a regulatory or state/federal agency investigation for alleged improper, fraudulent, disreputable or unfair activities related to the sale of securities? Have any of your employees been so investigated? If so, explain.
14. Has a client ever claimed in writing that your firm was responsible for investment losses? If so, explain.
15. Explain your normal custody and delivery process. Who audits these fiduciary systems? Can you meet safekeeping requirements?
City of Norwalk
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Broker/Dealer Questionnaire and Certification
Name of Firm:
Page Four
16. How many and what percentage of your transactions failed last month?
Las Year?
17. Describe the capital line and trading limits of the office that would conduct business with the City of Norwalk.
18. Does your firm participate in the S.P.I.C. insurance program? If not, explain.
19. What portfolio information, if any, do you require from your clients?
20. What reports, transactions, confirmations and paper trail will the City receive?
21. Does your firm offer investment training to your clients?
Yes No
City of Norwalk
Broker/Dealer Questionnaire and Certification
Name of Firm:
PAGE 5 OF 5
Page Five
22. Please enclose the following:
Latest audited financial statements.
Samples of reports, transactions, and confirmations the City will receive.
Samples of research reports and/or publications that your firm regularly provides to clients.
Complete schedule of fees and charges for various transactions.
***CERTIFICATION***
I hereby certify that I have personally read the Statement of Investment Policy of the City of Norwalk and have implemented reasonable procedures and a system of controls designed to preclude imprudent investment activities arising out of transactions conducted between our firm and the City of Norwalk. All sales personnel will be routinely informed of the City’s investment objectives, horizons, outlooks, strategies and risk constraints whenever we are so advised by the City. We pledge to exercise due diligence in informing the City of Norwalk of all foreseeable risks associated with financial transactions conducted with our firm. Under penalties of perjury, the responses to this questionnaire are true and accurate to the best of my knowledge.
Signed Date
Title
Countersignature* Date
Title
* Company president or person in charge of government securities operations.
ATTACHMENT NO. 5
QUESTIONS & ISSUES TO CONSIDER BEFORE ENTERING A GOVERNMENT POOL
Questions & Issues to Consider Yes No Further Explanation
I SECURITIES
Government pools may have broader range of securities than your agency invests in. It is important that you are aware of, and are comfortable with, the securities the pool buys.
1. Does the pool provide a written statement of investment policy and objectives?
2. Does the statement contain:
a. a description of eligible investment instruments?
b. the credit standards of investments?
c. the maximum allowable dollar weighted average
portfolio maturity?
d. the limits of portfolio concentration permitted for each type of security?
e. the policy on reverse repos. Options, short sales and futures?
f. The changes in policies communicated to the pool
participants?
g. Does the pool contain only the types of securities that are permitted by your investment policy?
II INTEREST
Interest is not reported in a standard format, so it is important that you know how interest is quoted, calculated and distributed so that you can make comparisons with other investment
alternatives.
Interest Calculations
1. Does the pool disclose the following about yield
calculations?
a. the methodology used to calculate interest? (Simple
maturity yield to maturity etc.)
b. the frequency of interest payments?
c. how interest is paid? (credited to principal at the end of the month, each quarter, mailed?)
d. how are gains/losses reported ? Factored monthly or
only when realized?
Reporting
1. Is the yield reported to participants of the pool monthly (If not, how often?)
2. Are expenses of the pool deducted before quoting the yield?
Questions & Issues to Consider Yes No Further Explanation
III SECURITY
The following questions are designed to help you safeguard your funds from loss of principal and loss of market value.
1. Does the pool disclose safekeeping practices?
2. Is the pool subject to audit by an independent auditor?
3. Is the copy of the audit available to participants?
4. Who makes the portfolio decisions?
5. How does the manager monitor the credit risk of the
securities in the pool?
6. Is the pool monitored by someone on the board or a separate neutral party external to the investment function to endure compliance with written procedures?
7. Does the pool have specific policies with regards to repurchase agreements?
a. what are those policies?
8. Does the pool mark the portfolio to its market value?
9. Does the pool disclose the following about portfolio valuations?
a. the frequency with which the portfolio securities are valued?
b. the method used to value the portfolio. (cost, current value, or some other method?)
IV OPERATIONS
The answers to these questions will help you determine whether this pool meets your operations requirements.
1. Does the pool limit eligible participants?
a. what entities are permitted to invest in the pool?
2. Does the pool allow multiple accounts and sub accounts?
3. Is there a minimum or maximum account size?
4. Does the pool limit the number of transactions each month? a. Are expenses of the pool deducted before quoting the yield?
5. Is there a limit on transaction amounts for withdrawals and deposits?
a. what is the minimum and maximum withdrawal
amount permitted?
b. what is the minimum and maximum deposit amount
permitted?
6. Does the pool require one or more days notice for deposits and/or withdrawal?
7. What is the cutoff time for deposits and withdrawals?
8. Are the funds 100% withdrawable at any time?
Questions & Issues to Consider Yes No Further Explanation
9. What are the procedures for making deposits and
withdrawals?
a. what is the paperwork required if any?
b. what is the wiring procedure?
10. Can an account remain open with a zero balance?
11. Are confirmations sent following transactions?
V STATEMENTS
It is important for you and the agency’s trustee (when
applicable), to receive statements monthly so the pool’s records of your activity and holdings is reconciled by you and your trustee.
1. Are statements for each account sent to participants? a. do statements show balances, transactions and yield?
2. Does the pool distribute detailed reports of its holdings? (regularly or on request only?)
VI FEES
Administrative fees vary from pool to pool. It is important to know the pool’s fee and its impact on the yield of the pool.
1. Are the fees or administrative costs disclosed?
a. what are the fees?
b. how often are they assessed?
c. how are they paid?
d. are there additional fees for wiring funds? (what is the fee?)
2. Are expenses deducted before quoting the yield?
VII QUESTIONS TO CONSIDER FOR BOND PROCEEDS
It is important to know (1) whether the pool accepts bond proceeds and (2) whether the pool qualifies with the U.S.
Department of the Treasury as an acceptable commingled fund.
1. Does the pool accept bond proceeds subject to arbitrage rebate?
2. Does the pool provide accounting and investment records suitable for proceeds or bond issuance’s subject to arbitrage rebate?
3. Will the pool accept transaction instructions from a trustee?
4. Are you allowed to have separate accounts for each bond issue so that you don not commingle the interest earnings of funds subject to rebate with funds not subject to the
regulations?
LOCAL AGENCY INVESTMENT GUIDELINES
INVESTMENT
TYPE
MAXIMUM
MATURITYC
MAXIMUM
SPECIFIED
% OF
PORTFOLIOD
MINIMUM
QUALITY
REQUIREMENTS
GOV'T
CODE
SECTIONS
Local Agency Bonds 5 years None None 53601(a)
U.S. Treasury Obligations 5 years None None 53601(b)
State Obligations—
CA And Others 5 years None None 53601(c)
53601(d)
CA Local Agency Obligations 5 years None None 53601(e)
U.S Agency Obligations 5 years None None 53601(f)
Bankers’ Acceptances 180 days 40%E None 53601(g)
Commercial Paper—Non-Pooled FundsF
(under $100,000,000 of investments)
270 days
or less
25% of the
agency’s moneyG
Highest letter and
number rating by an
NRSROH
53601(h)(2)(c)
Commercial Paper—Non-Pooled FundsI
(min. $100,000,000 of investments)
270 days
or less
40% of the
agency’s moneyG
Highest letter and
number rating by an
NRSROH
53601(h)(2)(c)
Commercial Paper—
Pooled Funds
J
270 days
or less
40% of the
agency’s moneyG
Highest letter and
number rating by an
NRSROH
53635(a)(1)
Negotiable Certificates of Deposit 5 years 30%K None 53601(i) Non-negotiable Certificates of Deposit 5 years None None 53630 et seq.
Placement Service
Deposits 5 years 50%
L None 53601.8 and 53635.8
Placement Service
Certificates of Deposit 5 years 50%
L None 53601.8 and 53635.8
Repurchase Agreements 1 year None None 53601(j)
Reverse Repurchase Agreements and
Securities Lending Agreements 92 days
M 20% of the base
value of the portfolio NoneN 53601(j)
Medium-Term NotesO 5 years
or less 30% “A” rating category or
its equivalent or better 53601(k)
Mutual Funds And Money
Market Mutual Funds N/A 20%
P MultipleQ, R 53601(l) and
53601.6(b)
Collateralized Bank DepositsS 5 years None None 53630 et seq. and 53601(n)
Mortgage Pass–Through and
Asset–Backed SecuritiesT
5 years
or lessT 20% “AA” rating category or
its equivalent or betterT 53601(o)
County Pooled
Investment Funds N/A None None 27133
Joint Powers Authority Pool N/A None Multiple
U 53601(p)
Local Agency Investment Fund (LAIF) N/A None None 16429.1 Voluntary Investment Program FundV N/A None None 16340
Supranational ObligationsW 5 years
or less 30% “AA” rating category or
its equivalent or better 53601(q)
Public Bank Obligations 5 years None None 53601(r), 53635(c) and 57603
FIGURE 1
ALLOWABLE INVESTMENT INSTRUMENTS PER STATE GOVERNMENT
CODE (AS OF JANUARY 1, 2024)A APPLICABLE TO ALL LOCAL AGENCIESB See “Table of Notes for Figure 1” on the next page for footnotes related to this figure.
ATTACHMENT NO. 6
A Sour ces: Sections 16340, 16429.1, 27133, 53601,
53601.6, 53601.8, 53630 et seq., 53635, 53635.8,
and 57603.
B Municipal Utilities Dis tricts have the authority under the Public Utilities Code Section 12871 to invest in
certain securities not addressed here.
C Section 5360 1 provides that the maximum term of
any investment authorized under this section, unless
otherwise stated, is five years from the settlement
date. However, the legislative body may grant express
authority to make investments either specifically or
as a part of an investment program approved by the
legislative body that exceeds this five year remain-
ing maturity limit. Such approval must be issued no
less than three months prior to the purchase of any
security exceeding the five-year maturity limit.
D P ercentages apply to all portfolio investments regard- less of source of funds. For instance, cash from a
reverse repurchase agreement would be subject to
the restrictions.
E N o more than 30% of the agency’s money may be in
bankers’ acceptances of any one commercial bank.
F Applies t o local agencies, other than counties or a
city and county, with less than $100 million of invest- ment assets under management. Includes agencies
defined as a city, a district, or other local agency that do not pool money in deposits or investment with
other local agencies, other than local agencies that
have the same governing body.
G Local ag encies, other than counties or a city and
county, may purchase no more than 10% of the out-
standing commercial paper and medium-term notes
of any single issuer.
H Issu ing corporation must be organized and operating
within the U.S., have assets in excess of $500 million, and debt other than commercial paper must be in a
rating category of "A" or its equivalent or higher by a na- tionally recognized statistical rating organization, or the issuing corporation must be organized within the U.S.
as a special purpose corporation, trust, or LLC, have
program wide credit enhancements, and have commer-
cial paper that is rated “A-1” or higher, or the equivalent, by a nationally recognized statistical rating organization.
I Applies t o counties or a city and county, and the City of Los Angeles that have $100 million or more of
investment assets under management.
J Includes ag encies defined as a county, a city and
county, or other local agency that pools money in
deposits or investments with other local agencies,
including local agencies that have the same govern-
ing body. Local agencies that pool exclusively with
other local agencies that have the same governing
body must adhere to the limits set forth in Section
53601(h)(2)(C).
K N o more than 30% of the agency’s money may be in
negotiable certificates of deposit that are authorized
under Section 53601(i).
L Ef fective January 1, 2020, no more than 50% of
the agency’s money may be invested in deposits,
including certificates of deposit, through a place-
ment service as authorized under 53601.8 (excludes
negotiable certificates of deposit authorized under
Section 53601(i)). On January 1, 2026, the maximum
percentage of the portfolio reverts back to 30%. In-
vestments made pursuant to 53635.8 remain subject
to a maximum of 30% of the portfolio.
M R everse repurchase agreements or securities lending
agreements may exceed the 92-day term if the agree-
ment includes a written codicil guaranteeing a mini-
mum earning or spread for the entire period between
the sale of a security using a reverse repurchase
agreement or securities lending agreement and the
final maturity dates of the same security.
N R everse repurchase agreements must be made with
primary dealers of the Federal Reserve Bank of New
York or with a nationally or state chartered bank that
has a significant relationship with the local agency.
The local agency must have held the securities used
for the agreements for at least 30 days.
O “Mediu m-term notes” are defined in Section 53601 as
“all corporate and depository institution debt securities with a maximum remaining maturity of five years or
less, issued by corporations organized and operating
within the United States or by depository institutions
licensed by the United States or any state and operat-
ing within the United States.”
P N o more than 10% invested in any one mutual fund.
This limitation does not apply to money market
mutual funds.
Q A mu tual fund must receive the highest ranking by not less than two nationally recognized rating agencies
or the fund must retain an investment advisor who is
registered with the SEC (or exempt from registration),
has assets under management in excess of $500 mil-
lion, and has at least five years' experience investing in instruments authorized by Sections 53601 and 53635.
R A mone y market mutual fund must receive the highest
ranking by not less than two nationally recognized
statistical rating organizations or retain an investment advisor registered with the SEC or exempt from reg-
istration and who has not less than five years' experi- ence investing in money market instruments with
assets under management in excess of $500 million.
S In vestments in notes, bonds, or other obligations
under Section 53601(n) require that collateral be
placed into the custody of a trust company or the trust department of a bank that is not affiliated with the
issuer of the secured obligation, among other specific
collateral requirements.
T Secur ity types authorized under Section 53601(o)
that are issued or guaranteed by an issuer identified
in subdivisions (b) or (f), are not subject to the limita- tions placed on privately issued securities authorized
in Section 53601(o)(2)(A)(B).
U A joint po wers authority pool must retain an invest- ment advisor who is registered with the SEC (or
exempt from registration), has assets under manage-
ment in excess of $500 million, and has at least five
years' experience investing in instruments authorized
by Section 53601, subdivisions (a) to (o).
V Local entities can deposit be tween $200 million and
$10 billion into the Voluntary Investment Program
Fund, upon approval by their governing bodies.
Deposits in the fund will be invested in the Pooled
Money Investment Account.
W Onl y those obligations issued or unconditionally
guaranteed by the International Bank for Reconstruc-
tion and Development (IBRD), International Finance
Corporation (IFC), and Inter-American Development
Bank (IADB), with a maximum remaining maturity of
five years or less.
TABLE OF NOTES FOR FIGURE 1
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: John P. Ramirez, Director of Community Development
Sandra Duran, Senior Management Analyst
SUBJECT: AGREEMENT AMENDMENT NO. 2 FOR ON-CALL COMMUNITY
DEVELOPMENT CONSULTANT SERVICES AND ADDITIONAL SERVICES Background:
On November 7, 2023, City Council approved an agreement with The Code Group, Inc. (VCA) to provide on-call Community Development Consultant and Additional Services intended to support Community Development and other City departments with staff augmentation services, priority projects, long-range planning projects, technical review and preparation for environmental review documents. The agreement was approved for an amount not-to-exceed $150,000 annually for a three-year term and ends October 2026.
Amendment No. 1 increased the maximum compensation amount of the contract to $150,000 annually as approved. The contract with VCA currently helps offset staff shortages in the Building and Planning Divisions. Community Development Department (Department) has used the following services since the contract was executed: Building Inspection Services, Building Official Services, Senior Permit Techician Services, and Planning Manager Services. The Department is working closely with the Human Resources Department to recruit for the vacant positions and has multiple recruitments underway.
VCA provides community development services to minimize response time, create staff efficiencies, and enhance customer service. Serving cities, counties, and firms throughout California, they’ve developed a reputation for quality work and ease of collaboration. Many of their employees have worked in the public sector and give a unique insight into the process of using consultants and the expectations of the City. VCA employs a wide range of professionals to fit the City’s needs, including: Licensed Structural Engineer, Licensed Professional Engineer, Licensed Architect, ICC Plans Examiner, ICC Permit Technician, ICC Building Inspector, ICC Combination Inspector, ICC Building Official, CASp, Grading Inspector, Code Enforcement, Fire
City Council June 4, 2024
Community Development Consultant and Additional Services Agreement Amendment No. 2
Page No. 2
8 6
5 Protection Engineer/Fire Marshal, and AICP Planner. The continued services needed from VCA require additional funding in the amount of $225,000 for the term ending in October 2024.
Fiscal Impact:
Due to personnel cost savings from vacant Community Development Department positions there is funding available in the current Fiscal Year 2023/24 Adopted Budget and proposed Fiscal Year 2024/25 Budget for the on-call services.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goals: 1 - Provide high quality customer service to the community; 2 - Work in partnership with our community to achieve safe and livable neighborhoods; and 3 – Create and sustain a resilient and economically prosperous City.
Recommended Action:
Staff recommends City Council approve Amendment No. 2 to the agreement with The Code Group, Inc. for on-call professional Community Development Consultant and Additional Services, in an amount not to exceed $375,000 through October 25, 2024; and authorize the City Manager to execute the amendment, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
Attachments:
N/A
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: James C. Parker, Executive Director of Regional Transportation Theresa Clark, Transit Administration Officer
SUBJECT: MEMORANDUM OF UNDERSTANDING – LOW INCOME FARE IS EASY (LIFE)
PROGRAM
Background:
The Low Income Fare is Easy (LIFE) Program was approved by the Los Angeles County Metropolitan Transportation Authority’s (Metro) Board of Directors in May 2017 to provide financial assistance to low-income and transit dependent riders of Los Angeles County. The LIFE Program provides various subsidy options including 20 free rides per month, discounted 7- day/weekly Metro pass, discounted 30-day or monthly pass, and discounted EZ transit county- wide pass. Agencies including Norwalk Transit System (NTS), Antelope Valley Transit Authority (AVTA), Big Blue Bus, Culver City Bus, Foothill Transit, Gardena Municipal Bus Lines (GTrans), Los Angeles Department of Transportation (LADOT), Long Beach Transit, Montebello Bus Lines, Pasadena Transit, Santa Clarita Transit and Torrance Transit. Riders that are new to the program will get a 90-day pass valid for base fare only for unlimited free rides.
The LIFE Program benefits can be loaded onto a Transit Access Pass (TAP) card at any participating vendor location, online or by phone. In addition, as a Reduced-Fare TAP cardholder, additional savings with the LIFE Program may apply based upon eligibility.
Individuals may apply by self-certifying that they meet the LIFE Program income levels.
NTS must execute an agreement with Metro in order for NTS to receive reimbursement payment from Metro through the regional TAP monthly settlement process. Each month, Metro will calculate all LIFE media purchases to determine the reimbursement total to NTS per the LIFE reimbursement schedule. The proposed LIFE agreement allows for a five-year term, eliminating the need to go through the agreement approval and signature process on an annual basis.
City Council
MOU – Low Income Fare is Easy Program
June 4, 2024
Page No. 2
8 6
6 Fiscal Impact:
Reimbursement received from the sale of LIFE media transit purchases will be credited to the Transit Department’s revenue account.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council approve the Memorandum of Understanding with the Los Angeles County Metropolitan Transportation Authority for continued participation in the Low Income Fare is Easy Program and reimbursement for program ridership effective July 1, 2024 through June 30, 2029; and authorize the City Manager to execute the Memorandum of Understanding on behalf of City, in a form approved by the City Attorney.
Attachments:
1. MOU - Life Program
2. Attachment A - Norwalk Transit Fare Structure
3. Attachment B - LIFE Reimbursement Schedule
MOULIFENOR00000
Attachment No. 1
AGREEMENT REGARDING REIMBURSEMENT POLICY BETWEEN
LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY AND
CITY OF NORWALK
This Agreement regarding Reimbursement Policy (“Agreement”) is made and entered into as of July 1, 2024, by and between the Los Angeles County Metropolitan Transportation Authority (the “LACMTA”), and City of Norwalk (the “Operator”), a public agency, operating the Norwalk Transit System (NTS).
RECITALS
This Agreement is made and entered into with respect to the following facts:
WHEREAS, at its May 25, 2017 meeting, the LACMTA Board of Directors approved the Low-Income Fare is Easy (“LIFE”) Program that, among other items, increased the subsidy levels for each rider category and, offered an additional option such as 20 regional rides each month on participant’s system recorded TAP card; and
WHEREAS, at its January 24, 2019 meeting, the LACMTA Board of Directors authorized TAP Operators to join the LIFE program; and
WHEREAS, effective July 1, 2019, the Operator began to participate in the Program with successful outcomes for Operator and LIFE participants; and WHEREAS, the current agreement regarding Operator’s participation in the Program is set to expire on June 30, 2024, and the Operator desires to continue to participate in the Program; and
WHEREAS, the list of acceptable LIFE fares and rides that qualify for reimbursement for the NTS is outlined in the List of Approved LIFE Passes and Rider Classes for NTS (the “Approved LIFE Passes and Rides”) included herein and referenced as Attachment A. The Operator’s Low-Income Fare is Easy Reimbursement Schedule (the “Reimbursement Schedule”) and amounts of reimbursements of each type of passes and rides are listed in Attachment B. Amendments to the Reimbursement Schedule document can only be approved either by (i) the LACMTA with concurrence from the majority of the participating operators, or (ii) policy provisions to the Program are approved by the LACMTA Board which shall then automatically be incorporated into the Schedule; and
WHEREAS, the LACMTA is willing to reimburse the Operator for discounted pass purchases and rides taken by LIFE participants based on Attachment A and Attachment B; and
WHEREAS, the parties desire that the Operator’s continued participation in the Program shall be effective as of July 1, 2024; and,
NOW, THEREFORE, LACMTA and the Operator AGREE to the terms and conditions set forth as follows:
2 Participating Operator Reimbursement Agreement
I. TERM
This Agreement will be in effect for five (5) years from the date commencing as of July 1, 2024 unless terminated as described below.
Should at any time during the term of this Agreement the LACMTA determine there are insufficient Funds available for the Program or the LACMTA Board terminates the Program, the LACMTA may terminate this Agreement by giving at least a thirty (30) day advance written notice to the Operator prior to the effective date of such termination. All valid LIFE purchases completed by the Ticket Outlets or valid LIFE rides provided by the termination date will still be honored and reimbursed by the LACMTA. If the Operator wishes to leave the Program and terminate this Agreement, it shall provide thirty (30) day notice to LACMTA.
II. SERVICE PROVISION
A. PARTICIPATION IN THE PROGRAM
1. The Operator will honor any valid LIFE TAP card pass purchases or rides based on Attachment A and will be reimbursed based on Attachment B.
2. The Operator agrees to notify LACMTA when implementing changes to its fare structure at least ninety (90) calendar days in advance of any such changes.
3. The Operator agrees to promote and conduct outreach activities where possible to ensure residents are informed of LIFE program benefits.
B. PROGRAM ADMINISTRATION
1. The Program is administered and managed by contractors (collectively “the Administrators”) within the areas designated by the LACMTA and identified in the “Operating Guidelines”.
2. The Administrators will act as the coordinator between all social service and government agencies participating in the Program and will enroll participants.
The Administrators will negotiate, execute and administer all their contractual agreements with LACMTA required to conduct the Program.
3. The Operator is not responsible for the enrollment of the LIFE participants (which is the responsibility of the Administrators or partner agencies).
III. LOW INCOME FARE IS EASY REIMBURSEMENT
A. During the term of this Agreement, each month, the LACMTA shall calculate all qualifying LIFE media purchased as listed on Attachment A by LIFE participants to determine the reimbursement total to the Operator using the LIFE Reimbursement Schedule on Attachment B. The LACMTA will make the reimbursement payment to the Operator within thirty (30) calendar days from the end of each month through the regional TAP monthly settlement process.
3 Participating Operator Reimbursement Agreement
B. Only valid LIFE passes and rides listed on Attachment A are eligible for reimbursement.
C. Discounted passes or 20 regional ride option products sold to any person without a valid registered LIFE TAP card will not be reimbursed by LACMTA.
D. Rides taken by non-LIFE participants on the Operator’s system will not be reimbursed by LACMTA.
E. The Operator shall be responsible for keeping an accurate record of all reimbursements it receives.
IV. LIFE PARTICIPANT OPTIONS
A. Valid LIFE Fare Options
i. Four discounted Operator 7-Day or weekly passes
ii. One discounted Operator 30-Day or monthly pass
iii. One discounted EZ transit pass (Base)
iv. 20 regional rides each month
v. 4 regional rides (for short term or immediate trip needs, not for sale, provided by the Agency; only applies to regular rider rate regardless of the rider class)
B. List of eligible passes and base fare rides are listed in Attachment A.
V. INSPECTION OF RECORDS/AUDIT
A. The LACMTA may, at its own expense, audit the Operator’s transactions associated with the Program.
B. Records of the LACMTA pertaining to this Agreement shall be available for inspection and review by the Operator at all reasonable times for a period of three years from the applicable request for reimbursement under the terms of this Agreement.
C. Records of the Operator pertaining to this Agreement shall be available for inspection by the LACMTA at all reasonable times for a period of three years from the applicable request for reimbursement under the terms of this Agreement.
VI. INDEMNIFICATION
A. The LACMTA shall indemnify, defend and hold harmless the Operator, its officers, agents and employees, from and against any and all liability, expense, including defense costs and legal fees, and claims for damage for any nature whatsoever, including, but not limited to bodily injury, death, personal injury or property damage 4 Participating Operator Reimbursement Agreement
arising from or in any way connected with services to be performed by the LACMTA pursuant to this Agreement.
B. The Operator shall indemnify, defend and hold harmless the LACMTA and its officers, agents and employees, from and against any and all liability, expense, including defense costs and legal fees, and claims for damage of any nature whatsoever, including, but not limited to bodily injury, death, personal injury or property damage arising from or in any way connected with services, including, without limitation the Operator services, to be performed by the Operator pursuant to this Agreement.
VII. NOTICE
All formal notices, demands and communications to be given hereunder by either Party shall be made in writing and may be effected by personal delivery or by U.S. mail to the addresses listed below:
Los Angeles County Metropolitan Transportation Authority (LACMTA) One Gateway Plaza
Los Angeles, CA 90012-2952
Attention: Michael Cortez
LIFE Program Director
Phone: (213) 418-3423
City of Norwalk-Norwalk Transit System (NTS)
12700 Norwalk Blvd.
Norwalk, CA 90650
Attention: James C. Parker
Executive Director of Regional Transportation
Phone: (562) 929-5533
VIII. ATTORNEYS FEES
Disputes regarding the interpretation or application of any provision of this Agreement shall, to the extent reasonably feasible, be resolved though good faith negotiations between the Parties. If any action at law or in equity is required to enforce or interpret the provisions of this Agreement, the prevailing Party in such litigation shall be entitled to an award of reasonable attorney’s fees in addition to any other relief to which it may be entitled.
IX. WAIVER
Waiver by any Party hereto of any term, condition or covenant of this Agreement shall not constitute the waiver of any other term, condition, or covenant hereof.
X. BINDING EFFECT
This Agreement shall be binding upon each of the Parties hereto. 5 Participating Operator Reimbursement Agreement
XI. GOVERNING LAW
This Agreement shall be interpreted and construed according to the laws of the State of California, and venue shall lie in a court of competent jurisdiction in Los Angeles County, California.
XII. SEVERABILITY
If any of the provisions of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions nevertheless will continue in full force and effect without being impaired or invalidated in any way.
XIII. ENTIRE AGREEMENT
This Agreement, and any other documents incorporated herein by specific reference shall constitute the entire understanding between the LACMTA, and the Operator regarding the subject matter of this Agreement. This Agreement supersedes all prior oral or written negotiations, representations or agreements including, without limitation, any existing joint pass agreement(s) between the Parties. This Agreement may not be amended, nor any provision or breach hereof waived, except in writing signed by the Parties which expressly refers to this Agreement.
6 Participating Operator Reimbursement Agreement
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed and attested by their respective duly authorized officers.
LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY (LACMTA):
By: ________________________________ Date: __________________ Stephanie N. Wiggins
Chief Executive Officer
APPROVED AS TO FORM:
By: ________________________________ Date: __________________ Janice L. Kasai
County Counsel
CITY OF NORWALK (Operator):
By: ________________________________ Date: __________________ Jesus M. Gomez
City Manager
ATTEST:
By: ________________________________ Date: __________________ Theresa Devoy, CMC
City Clerk
APPROVED AS TO FORM:
By: ________________________________ Date: __________________ Arnold M. Alvarez-Glasman
City Attorney
RIDER CLASS NTS Fare
Regular 110.00 $
Senior/Disabled/Medicare 42.00 $
RIDER CLASS NTS Fare
Regular 1.25 $
College/Vocational 1.25 $
Student K-12 1.00 $
Senior 0.60 $
Disabled/Medicare 0.60 $
RIDER CLASS NTS Fare
Regular 1.25 $
4-RIDE PRODUCT (BASED ON SINGLE RIDE)
ATTACHMENT 2
EZ TRANSIT (BASE)
20-RIDE PRODUCT (BASED ON SINGLE RIDE)
Base Fare Commission Rate LIFE Reimbursement Rate
to NTS LIFE Patron Fare
110.00$
Standard commission rate
applies based on the full pass
value
24.00$ 86.00 $
42.00$
Standard commission rate
applies based on the full pass
value
8.00$ 34.00 $
Base Fare
Reimbursements based on
the lower of the cash fare or
the amount below
1.25$ 1.14 $
1.25$ 1.14 $
1.00$ 0.48 $
0.60$ 0.38 $
0.60$ 0.38 $
Base Fare
Reimbursements based on
the lower of the cash fare or
the amount below
1.25$ 1.14 $
Rider Class LIFE Reimbursement Amount to NTS (Maxmimum) Regular 1.14$
ATTACHMENT 3
LOW INCOME FARE IS EASY (LIFE) REIMBURSEMENT SCHEDULE
Norwalk Transit Systems (NTS)
4-RIDE PRODUCT (BASED ON SINGLE RIDE)
Norwalk Transit Systems (NTS) will be reimbursed for each ride taken by LIFE patron based on following schedule
0.48$
0.38$
0.38$
Senior
Disabled/Medicare
20-RIDE PRODUCT (BASED ON SINGLE RIDE)
Regular
Student K-12
Norwalk Transit Systems (NTS) will be reimbursed for each ride taken by LIFE patron based on following schedule LIFE Reimbursement Amount to NTS (Maxmimum)
1.14$
College/Vocational 1.14$
Rider Class
EZ TRANSIT (BASE)
Norwalk Transit System (NTS) will be reimbursed for EZ TRANSIT (BASE) purchased by LIFE patrons based on following schedules Rider Class
Regular
Senior/Disabled/Medicare
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Mario Mera, Engineering Division Manager
Run Chen, P.E., Principal Civil Engineer
Andrew Del Carpio, Assistant Engineer
SUBJECT: AMENDMENT NO. 1 - PROFESSIONAL SERVICES AGREEMENT - CITYWIDE INSPECTION SERVICES AND RESOLUTION NO. 24-34, BUDGET
AMENDMENT – ENGINEER’S REPORT NO. 24-04
Background:
The Public Services Engineering Division reviews and issues approximately 600 permits per year for various work types within the public right-of-way. Additionally, the City has several capital improvement projects budgeted and scheduled for in the upcoming years involving the rehabilitation of streets, construction of groundwater well systems, replacement of undersized and deteriorated water and sewer lines, and traffic signal installation.
An on-call inspector is required for inspection to ensure compliance with all permitted work, and that the work is conducted in a safe and efficient manner. Field inspection also provides for the citing of non-permitted work and cursory review of traffic controls for the City’s maintenance projects. Additionally, an inspector may assist staff by reviewing construction plans of capital improvement projects, which would minimize potential field conflicts and additional cost during construction.
On July 13, 2021, a Professional Services Agreement (PSA) for the subject services was approved between the City and Onward Engineering. This agreement was extended on June 22, 2022, to expire on June 30, 2024. The PSA is budgeted for $170,000 annually.
During the past two years, the Engineering Division has observed an increase in the number of permit applications and permits being reviewed/issued. To date, the contract amount for these services has been spent prior to the end of the current fiscal year. To ensure the continued support of the on-call inspector services through the remaining months of the fiscal year, staff
City Council June 4, 2024
Amend Citywide Inspection Services Agreement and
Resolution No. 24-34, Budget Amendment
Page No. 2
8 6
8 recommends Amendment No. 1 to the professional services agreement to add additional funds in the amount of $45,000.
Fiscal Impact:
A budget amendment for Fiscal Year 2023/24 is necessary to appropriate general funds for this project.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 2: Work in partnership with all our communities to achieve safe & livable neighborhoods; invest in street infrastructure; improve timeliness of project delivery.
Recommended Action:
Staff recommends City Council:
a. adopt Resolution No. 24-34, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2023/24
ADOPTED BUDGET TO APPROPRIATE GENERAL FUNDS FOR CITYWIDE INSPECTION SERVICES FOR FISCAL YEAR 2023/24, in the amount of $45,000; and b. approve Amendment No. 1 to the agreement with Onward Engineering, in the amount of $45,000 for citywide inspection services; and authorize the City Manager to execute the amendment, on behalf of the City, in a form approved by the City Attorney.
Attachments:
Resolution No. 24-34
RESOLUTION NO. 24-34
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2023/24
ADOPTED BUDGET TO APPROPRIATE GENERAL FUNDS FOR
CITYWIDE INSPECTION SERVICES FOR FISCAL YEAR 2023/24
WHEREAS, the Fiscal Year (FY) 2023/24 Budget includes citywide inspection services and is funded with General Fund Revenue proceeds at $170,000; and WHEREAS, the project provides for contractual inspector to perform inspection of permitted construction in City right-of-way; and
WHEREAS, the City typically issues over 600 permits per year and the annual citywide inspection services contract amount of $163,800 was fully expended by end of April 2024; and
WHEREAS, additional funds exceeding the budget amount are necessary to provide for a contract amendment to citywide inspection services for the remainder of FY 2023/24; and
WHEREAS, City Council desires to amend the FY 2023/24 budget to allocate $45,000 of available General Funds for this purpose.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The City Manager is authorized to make the following appropriation and prepare the necessary budget amendment for the following accounts:
Account Number Increase Decrease
Expenditures:101-30-0000-4514 $45,000
Fund Balance:101-30-3104-2080 $45,000
Section 2.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed deputy, is directed to attest thereto.
APPROVED AND ADOPTED on this 4th day of June 2024.
MARGARITA L. RIOS
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
City Council Agenda Report
June 18, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Mario Mera, Engineering Division Manager
Run Chen, P.E., Principal Civil Engineer
Andrew Del Carpio, Assistant Engineer
SUBJECT: AWARD OF PROFESSIONAL SERVICES AGREEMENT – CITYWIDE INSPECTION SERVICES – ENGINEER’S REPORT NO. 24-05
Background:
The Engineering Division issues approximately 600 permits a year for varying work types within the public right-of-way that is performed by utility companies, developers, and residences. In addition, the City has several capital improvement projects programmed for future years that may involve of streets rehabilitation, replacement of undersized and deteriorated water and sewer mains, and installation of traffic signals.
On-call inspection services provided by a qualified firm are necessary to insure compliance and that the work is done properly to construction specifications/codes. Work performed within the public right-of-way requires issuance of an encroachment of permit issued by the Engineering Division as stated above. On-Call inspection services would also catch non-permitted work and cursory review of traffic controls by the City’s maintenance operation. An inspector can also assist staff with reviewing construction plans of the aforementioned capital improvement projects, which could minimize field conflicts or additional cost during construction.
On February 5, 2024, city staff solicited a Request for Proposal (RFP 24-762) for Citywide Inspection Services for FY 24-25 through FY 27-28. On March 7, 2024, 13 proposals were received and reviewed by a panel of city staff. Proposals were reviewed for accuracy, relevant experience, proposed team, and references.
The top 3 ranking firms from the evaluation are as follows:
City Council June 18, 2024
Award of Professional Services Agreement – Citywide Inspection Services
Page No. 2
8 6
9 1. Onward Engineering
2. Wildan
3. Transtech
Onward Engineering was the top-ranked firm. Need to state basic info for how/what ranked them above the others. Staff recommends City Council approve award of a professional services agreement with Onward Engineering for a term of 3 years with 2 optional one-year extensions.
Fiscal Impact:
The Fiscal Year 2024/25 budget includes funding for citywide inspection services.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 2: Work in partnership with our community to achieve safe & livable neighborhoods; reinvest in existing and aging infrastructure; improve timeliness of project delivery.
Recommended Action:
Staff recommends City Council award a Professional Services Agreement to Onward Engineering in the amount of $170,000 for citywide inspection services; and authorize the City Manager to execute the Professional Services Agreement and any amendments, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
Attachments:
1. Levine Act Statement.
��
NORWALK
A Connected Community
California Levine Act Statement
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Norwalk City Council Member from participating in any action related to a contract or application if he or she· receives any political contributions totaling more than $250 within the previous twelve months, and for three months following the date a final decision from the business or applicant.
The Levine Act also requires a member of the Norwalk City Council who has received such a contribution to disclose the contribution on the record of the proceeding.
Current Norwalk City Council Members are listed at:
https://www.norwalk.org/city-hal I/mayor-and-city-council-i nformation-copy Proposers are responsible for accessing this link to review the names prior to answering the following questions.
1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any Norwalk City Council Member in the 12 months preceding the date of the submission of your proposal or application, or the anticipated date of any City Council action?
YES If yes, please identify the Council Member(s):
V _.. NO2. Do you or your company, or any agency on behalf of you or your company, anticipate or
plan to make any political contribution of more than $250 to any Norwalk City Council Member
in the 12 months following any City Council action related to your proposal or application?
YES If yes, please identify the City Council Member(s):
-;;/°NO
Answering yes to either of the two questions above does not preclude the City Council from awarding a contract or approving an application or any subsequent action. It does however,
preclude the identified City Council Member(s) from participating in any actions related to your proposal or application.
03/07/2024
Date
29 Majdi Ataya, PE
Company/Applicant Name
Onward Engineering
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Mario Mera, Engineering Division Manager
Run Chen, P.E., Principal Civil Engineer
Jacque M. Koontz, P.E., Senior Civil Engineer
Julio Gonzalez, Associate Engineer
SUBJECT: AWARD OF PROFESSIONAL SERVICES AGREEMENT - MS4 PERMIT COMPLIANCE SERVICES – ENGINEER’S REPORT NO. 24-06
Background:
On November 8, 2012, the Los Angeles Regional Water Quality Control Board (LARWQCB) adopted its fourth Municipal Separate Storm Sewer System (MS4) Permit, LARWQCB Order No. R-201-0175. This MS4 Permit is an extensive document that contains the requirements related to the management of surface water quality in the Los Angeles region.
The City is required to discharge stormwater through its storm drain system within pollutant levels allowable by the regulatory requirements of the State and Regional Water Quality Control Boards. Technical expertise is required to comply with the MS4 as higher water quality standards are set. the required reporting and addressing of potential pollutant discharges, and to avoid the possibility of being in non-compliance with the permit which may result in costly fines. For these reasons, staff recommends the use of a consultant with expertise to manage the complexities of the permit.
On March 8, 2024, staff solicited a Request for Proposals to acquire professional services to provide MS4 permit compliance and support services.
Five proposals were received on April 5, 2024, from the following firms: Bowman Infrastructure Engineers, CASC Engineering and Consulting, John L. Hunter & Associates, Inc., Socal Stormwater Runoff Solutions Services, Inc., and Willdan Engineering.
City Council June 4, 2024
MS4 Permit Compliance Services Page No. 2
8 7
0 Public Services staff reviewed the proposals and ranked the firms as follows:
1. John L. Hunter & Associates
2. CASC Engineering and Consulting
3. Socal Stormwater Runoff Solutions Services, Inc.
4. Willdan
5. Bowman Infrastructure Engineers
John L. Hunter & Associates (consultant) proposed a team with qualified technical knowledge, relevant experience, and in-depth understanding of the scope of work and permit requirements.
The consultant has provided the City with MS4 permit compliance services since 2010 and currently provides services to over 30 cities in Los Angeles County including Downey, Artesia, Paramount, South Gate, and others.
Public Services staff is recommending that City Council execute a professional services agreement with consultant for MS4 permit compliances services with an annual compensation not-to-exceed amount of $90,000. The proposed agreement term is from July 1, 2024, through June 30, 2027, with the option for two, one-year extensions.
Fiscal Impact:
The provided services are to be funded through Fiscal Year 2024/25, Measure W Municipal Program Funds.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s strategic Plan Goal 2: Invest in street infrastructure.
Recommended Action:
Staff recommends City Council award a contract to John L. Hunter & Associates, Inc., in the amount of $90,000 annually for three years, with two optional one-year extensions beginning July 1, 2024; and authorize the City Manager or his designee to execute the contract and any amendment if it is within the City Manager’s signing authority, on behalf of the City, in a form approved by the City Attorney.
Attachments:
Levine Statement
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Mario Mera, Engineering Division Manager
Run Chen, P.E., Principal Civil Engineer
Andrew Del Carpio, Assistant Engineer
SUBJECT: PROJECT NO. 7935 - AGREEMENT AMENDMENT NO. 2 FOR DESIGN SERVICES –– RESOLUTION NO. 24-32, BUDGET AMENDMENT - ZONE 21 AND 26 ALLEYWAY IMPROVEMENTS – ENGINEER’S REPORT NO. 24-07 Background:
Kimley-Horn (design consultant) is currently designing the local street rehabilitation plans for Zones 2, 9, and 29 which are part of Project No. 7935. The alleyways in Zones 21 and 26 are degraded due to age and use and are in need of repaving.
There are three alleyways in Zones 21 and 26 in need of rehabilitation to repair the degraded asphalt pavement. Area residents have expressed to the City a desire for concrete alleyways to replace the current asphalt pavement due to durability. For expediency and economy of scale, the design of the alleyway improvements is being added to the local street rehabilitation projects currently in design.
On April 3, 2024, staff requested a proposal from Kimley-Horn for Professional Design Services for Alleyway Improvements in Zones 21 & 26 to be added to Project No. 7935. On April 30, 2024, the City received a proposal from Kimley Horn. Staff reviewed the proposals evaluating project scope and cost. Staff recommends amending the original agreement with Kimley-Horn to add Professional Design Services for Alleyway Improvements for Zones 21 & 26 and add it to Project No. 7935.
City Council June 4, 2024
Agreement Amendment No. 2 - Zones 21 and 26 Alleyway
Improvements
Page No. 2
8 7
1 A budget resolution is needed to add funding to Project No. 7935 to provide for the project scope in the amount of $96,400 for Amendment 2, $3,750 for Amendment 1, and $2,146 for Staff Time.
Funding is requested to provide for Amendment No. 1, previously executed for professional services and utilities research. To date, $2,146 in staff time has been expended on this project and was not previously budgeted.
The following is an estimated cost breakdown of the total project costs:
Original Contract Amount: $ 986,590
Amendment 1 Amount: $ 3,750
Amendment 2 Amount: $ 96,400
Total Contract Amount: $ 1,086,740
Staff Time: $ 2,146
Budget Resolution Amount: $ 102,296
Fiscal Impact:
The project is budgeted under Street Renovation Fund.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s strategic Plan Goal 2: Work In Partnership With Our Communities to Achieve Safe and Livable Neighborhoods.; Objective 1 - Re-invest in existing and aging a infrastructure.
Recommended Action:
Staff recommends City Council:
a. adopt Resolution No. 24-32, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING THE AMENDMENT TO THE FISCAL YEAR 2023/24
ADOPTED BUDGET TO APPROPRIATE STREET RENOVATION FUNDS TO PROJECT NO. 7935 FOR DESIGN WORK FOR ZONES 21 AND 26 – ALLEYWAY IMPROVEMENTS, IN THE AMOUNT OF $102,296; and
b. approve Amendment No. 2 to the agreement with Kimley-Horn, in the amount of $96,400 for additional professional design services for Alleyway Improvements in Zones 21 and 26; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
City Council June 4, 2024
Agreement Amendment No. 2 - Zones 21 and 26 Alleyway
Improvements
Page No. 3
8 7
1 Attachments:
1. Resolution No. 24-32
2. Proposal for Zone 21 and Zone 26 Alleyway Improvements Attachment No. 1
RESOLUTION NO. 24-32
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2023/24
ADOPTED BUDGET TO APPROPRIATE STREET RENOVATION
FUNDS TO PROJECT NO. 7935 FOR DESIGN WORK FOR ZONES 21
AND 26 – ALLEYWAY IMPROVEMENTS
WHEREAS, the Fiscal Year (FY) 2023/24 Budget did not include certain scope of work in new Project No. 7935; and
WHEREAS, the project includes grind and overlay, specific location full-depth removal/replacement, cape seal rehabilitation or application of a slurry seal coating; and WHEREAS, the project includes upgrading of accessibility ramps and cross gutters with slots to current standards at intersection corners; and WHEREAS, the project requires appropriation of additional funds for alleyway improvements in Zones 21 and 26; and
WHEREAS, the project requires appropriation of additional funds for additional design services; and
WHEREAS, the project requires additional Street Renovation funds; and WHEREAS, City Council desires to amend the FY 2023/24 budget to allocate $96,400 of available Street Renovation funds to Project No. 7935; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The City Manager is authorized to make the following appropriation and prepare the necessary budget amendment for the following accounts:
Account Number Increase Decrease
Expenditures:748-70-7935-2080 $102,296
Fund Balance:748-0480 $102,296
Section 2.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed deputy, is directed to attest thereto.
Resolution No. 24-32 Page 2 of 2
3 3
5 5
APPROVED AND ADOPTED on this 4th day of June 2024.
MARGARITA L. RIOS
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
1 •
April 30, 2024
Mr. Mario Mera, Engineering Division Manager
City of Norwalk, Public Services Department
Engineering Divisions
12700 Norwalk Boulevard
Norwalk, CA 90650
RE: Local Street Rehabilitation Program Zones 2, 9, and 29 (Project No. 7935) – Amendment #2 for Zone 21 and Zone 26 Alleys
Dear Mr. Mera:
Kimley-Horn and Associates, Inc. (Kimley-Horn) submits this additional services request to provide additional professional consulting services for the City’s Local Street Rehabilitation Program in Norwalk, California. This additional services request is based upon the background information from your email on April 3, 2024 and conversations with you and City staff.
Project Understanding
The City of Norwalk (City) is working with Kimley-Horn to prepare Plans, Specifications, and Estimates (PS&E) packages for Local Streets Pavement Rehabilitation in Zones 2, 9, and 29 and would like to include three (3) alley rehabilitations as part of this project. The existing alleys are asphalt and the City would like to replace them with concrete. These alleys are in Zones 21 and 29, shown in red in the project area map below:
Project Area Map
Attachment 2
2 •
Zone 21:
» Parallel to Studebaker Rd, extends south of Liggett St to Mapledale St, and south of Mapledale St to Excelsior Dr Zone 26:
» Parallel to Studebaker Rd, extends south of Ferina St into Molette St » Parallel to Studebaker Rd, extends south of Barnwall St to Hayford St All alleys are east of Studebaker Road.
The services Kimley-Horn will provide for this additional services request will be similar as the original contract for these increased project limits. The scope of services is outlined below.
Scope of Services
Task 1: Field Review/Data Collection
Kimley-Horn will expand our scope of services for Field Review/Data Collection in our original contract to provide similar services for the additional alley rehabilitations. Due to these being alleys, it is assumed that curb-gutter, cross gutters, sidewalks, and ADA ramps will not need to be reviewed and that the focus of the field review will be on the alley pavement surface. Additionally, no drone survey will be included. As part of this task, we will add the alley information to the finalized “Field Deficiency Matrix,” noting existing conditions, recommended improvements, and estimated quantities.
Task 2: Research and Development
Kimley-Horn will assume that there are no underground utilities within the alley areas. Surface utilities will be adjusted to grade. We will review as-built plans provided by the City and update the utility matrix as necessary.
Task 3: Survey/Right-of Way Engineering
Kimley-Horn will expand our scope of services for Survey/Right-of Way Engineering in our original contract to provide similar services for the additional alley rehabilitations, including obtaining survey elevations approximately every 50 feet along the finish surface grid of each alley.
Task 4: Geotechnical Engineer
Kimley-Horn will expand our scope of services for Geotechnical Engineer in our original contract to provide concrete pavement sections for the additional alley rehabilitations. We do not anticipate performing a subsurface exploration, performing laboratory testing of representative samples, and preparing materials report/pavement and foundation reports. A desktop search of the existing soils will be conducted to determine the pavement section and a table of values will be included into the geotechnical report.
Task 5: Environmental Documentation
Kimley-Horn will expand our scope of services for Environmental Documentation in our original contract to provide similar services for the additional alley rehabilitations, including performing a preliminary environmental review and preparing any necessary documents that conform to CEQA requirements for pavement rehabilitation projects.
Task 6: Engineering Design and Plans Specifications & Estimates (PS&E) Kimley-Horn will expand our scope of services for Engineering Design and Plans Specifications & Estimates (PS&E) in our original contract to provide similar services for the additional alley rehabilitations. Additional design plans will be added to the PS&E package for the alleys as listed here:
a. Key Map – up to one (1) sheet
b. Typical Sections – up to two (2) sheets
c. Concrete alley street improvement plans, including any striping improvements as needed – up to eight (8) sheets Attachment 2
3 •
d. Total Additional Plan Sheets – up to 11 sheets
6.1 – Utilities
Kimley-Horn assumes that only the surface (visible) utilities will require adjustment. There are no utilities that are anticipated to be relocated.
6.2 – Construction Documents
Preliminary PS&E – 90% stage. Additional design plans for the alleys will be included at the 90% design stage. Following incorporation of consolidated City comments, approval of the 65% PS&E, and the addition of the plans noted above, the construction PS&E shall be completed in detail and submitted to the City for review and approval.
Final PS&E – 100% stage. Following incorporation of consolidated City comments and approval of the 90% PS&E, Kimley- Horn will submit final (100% PS&E) for final approval.
Kimley-Horn shall make any revisions/additions necessary to the technical specifications and rough order of magnitude cost estimate corresponding to the addition of the three alleys. This will be added at the 90% completion stage and will also be included at the 100% completion stage. At each alley, we will assume that a new longitudinal gutter will be required where there is an existing longitudinal gutter. Where there is no longitudinal gutter, we will assume that one is needed to convey stormwater to the street flow line. All stormwater flows will mimic the existing condition.
Task 7: Project Management and Meetings
Kimley-Horn will expand our scope of services for Project Management and Meetings in our original contract to provide similar services for the additional alley rehabilitations, project coordination with the team, administration, and set-up and attendance at project meetings.
Assumptions and Exclusions
All assumptions and exclusions will be the same as those noted in the original contract.
Fee Proposal
Kimley-Horn will complete the additional services as described in the scope of services for a lump sum fee of $96,400 per the task breakdown below:
TASK NO. TASK DESCRIPTION FEE
1 Field Review/Data Collection $6,200
2 Research and Development $2,100
3 Survey/Right of Way Engineering $28,200
4 Geotechnical Engineer $4,700
5 Environmental Documentation $1,800
6 Engineering Design and PS&E $45,500
7 Project Management and Meetings $7,900
TOTAL COST $96,400
Attachment 2
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W. C. Kau, P.E., Director of Public Services/City Engineer Allan Perdomo, Director of Recreation and Park Services Mario Mera, Engineering Division Manager
Run Chen, P.E., Principal Civil Engineer
SUBJECT: AWARD OF PROFESSIONAL SERVICES AGREEMENT FOR CONSTRUCTION
MANAGEMENT AND INSPECTION SERVICES AND AMENDMENT FOR
PHASE II ENVIRONMENTAL SITE ASSESSMENT - PROJECT NO. 7607 -
STORMWATER CAPTURE AND INFILTRATION PROJECT AND PROJECT NO. 7359 - HERMOSILLO PARK REHABILITATION – ENGINEER’S REPORT NO. 24-08
Background:
The City has received Measure W Funds for the Project No. 7607 stormwater capture and infiltration project (Project) from the Lower San Gabriel River Watershed Management Program (LSGR WMP) Group. The project will capture dry-weather flows at two locations. The first location is an existing storm drain on Horst Avenue adjacent to the park. The second location is within the park from an existing Los Angeles County Flood Control District storm drain culvert. Up to 50 cubic feet per second (cfs) of combined dry-weather flows from both the storm drain and storm drain culvert will be diverted and stored in underground infiltration gallery/detention basins. The underground basins provide storage for up to 11.8 acre-feet of flow, approximately the size of six Olympic size swimming pools. These improvements are to be constructed in the northern half of the park, and includes the appurtenant diversion piping, pumps, and a treatment system to supply recycled water for onsite irrigation.
The City has also received Proposition 68 Funds for the rehabilitation of Hermosillo Park (Project). The project will rehabilitate Hermosillo Park in its entirety which includes the construction of a new reception building, new turf grass, irrigation, landscaping, hardscape, parking lot, playground area, basketball courts, soccer and multi-use fields and lighting for the fields.
City Council June 4, 2024
Professional Services Agreement for Construction
Management and Inspection Services
Page No. 2
8 7
2 Construction Management and Inspection:
On March 4, 2024, Request For Proposals 24-759, staff solicited proposals from consulting firms interested in providing construction management and inspection services for the Project. On March 25, 2024, the City received three proposals from the following firms:
1. Transtech Engineers
2. Psomas
3. Z&K Consultants
Staff reviewed the proposals for understanding of the project, experience of their proposed team on similar projects, and references. Staff recommends awarding a professional services agreement for Construction Management and Inspection services to Transtech Engineers based upon the quality of their proposal.
Phase II Environmental Site Assessment (ESA):
On October 16, 2023, the City executed a professional services agreement with Rincon Consultants for Phase I ESA for the project. The Phase I ESA report was completed on December 14, 2023. A proposal for Phase 2 ESA was provided by Rincon Consultants for further investigation into current site conditions, including soil conditions.
The contract authority for Rincon’s services are as follows:
Professional Services Agreement (10/16/2023): $14,705 Amendment No. 1: $14,225 Amendment No. 2 (proposed): $14,705 Due to a clerical error, Amendment No. 1 was executed for less than the full amount required for completion of Phase II ESA. Amendment No. 1 was executed for a total contract amount of $28,930 rather than a total amount of $28,930 and a total contract amount of $43,635. Therefore amendment No. 2 in the amount of $14,705 is necessary to fully amend the contract to complete the Phase II ESA investigation and report.
Fiscal Impact:
The project is funded with the following funds:
Measure W $20,200,000
Proposition 68 $8,500,000
Measure A $2,200,000
Park Renovation Funds $75,000
City Council June 4, 2024
Professional Services Agreement for Construction
Management and Inspection Services
Page No. 3
8 7
2 Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 2: Work in partnership with all of our communities to achieve safe and livable neighborhoods.
Recommended Action:
Staff recommends City Council:
a. award a contract to Transtech Engineers in the amount of $1,669,352 for a term of three years and optional two one-year extensions; and authorize the City Manager to execute the contract and any amendment if it is within the City Manager’s signing authority, on behalf of the City, in a form approved by the City Attorney; and b. approve Amendment No. 2 to the agreement with Rincon Consultants in the amount of $14,705 for Environmental Site Assessment services; and authorize the City Manager to execute the amendment in a form approved by the City Attorney.
Attachments:
1. Transtech Proposal for Construction Management and Inspection Services
2. Amendment No. 2 to Rincon Consultant Professional Services Agreement
3. Levine Act Statements
March 18, 2024
City of Norwalk
Submitted on PlanetBids
Proposal
CONSTRUCTION MANAGEMENT SERVICES
PROJ. NO. 7359, HERMOSILLO PARK PROJECT AND PROJ. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION PROJECT RFP NO. 24-764
Revised Fee Proposal
CONSTRUCTION
MANAGEMENT
SERVICES
PROJECT NO. 7359, HERMOSILLO PARK PROJECT
AND
PROJECT NO. 7607, REHABILITATION,
STORMWATER CAPTURE AND
INFILTRATION
PROJECT
RFP NO. 24-764
Submitted To
City of NORWALK
Att: Mr. Mario Mera, Engineering Division Manager
Public Services Department – Engineering Division
Submitted via email to: [email protected]
Submitted By
TRANSTECH Engineers, Inc.
Contact Person for this Proposal:
Okan Demirci, PE, QSD, QSP
Principal
E: [email protected]
C: 714-319-6137
O: 909-595-8599
www.transtech.org
855.595.2495 (toll-free)
Attachment 1
www.transtech.org
855.595.2495 (toll-free)
About Transtech Video
Highlight:
CLICK HERE
May 13, 2024
City of Norwalk
Att: Mr. Mario Mera, Engineering Division Manager
Public Services Department – Engineering Division
Submitted via email to: [email protected]
Revised Fee Proposal, Construction Management Services
PROJECT NO. 7359, HERMOSILLO PARK PROJECT AND
PROJECT NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION PROJECT RFP NO. 24-764
Dear Mr. Mera,
As requested, please see attached revised fee proposal.
Thank you for the opportunity to submit this proposal. Should you have any questions, or require additional information, please contact the undersigned.
Sincerely,
Okan Demirci, PE, MBA, QSD/P, Principal
E: [email protected]; C: 714-319-6137
Attachment 1
Table of Contents
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Our Proposal is formatted per Sections included in RFP Section 7. EVALUATION CRITERIA as listed below, and per Addendum 1. Item 2, which states: “ Limit proposal to 10 pages not including appendices, exhibits, resumes, past projects”.
Section Page
1. Understanding of the Project Requirements (included in 10-page proposal limit) 1-4
2. Proposed Scope of Work (included in 10-page proposal limit) 5-8
2.a. Understanding of Scope of Work (included in 10-page proposal limit) 5
2.b. Approach (included in 10-page proposal limit) 6
3. Experience of Firm and Personnel 9-19
3.a. Company Qualifications (included in 10-page proposal limit) 9-10
3.b. Staff Qualifications/Resumes (Per Addendum 1, excluded from 10-page proposal limit) 11-19
4. Past Performance 20-26
4.a. Similar Projects Experience (Per Addendum 1, excluded from 10-page proposal limit) 20
4.b. References (Per Addendum 1, excluded from 10-page proposal limit) 26
5. Costs (per Addendum 1. Item 4, Fee is submitted separately) 27.A-27.E
Appendix (per Addendum 1, excluded from 10-page proposal limit) 28-30 a. Insurance (per Addendum 1, excluded from 10-page proposal limit) 28 b. Addendum 1 Acknowledgement (per Addendum 1, excluded from 10-page proposal limit) 29
Attachment 1
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Fee Proposal 27.A
5. Costs (per Addendum 1. Item 4, Fee is submitted separately)
Principal, Sr. Project
Management,
Technical Support
Staff
PM/CM Staff
Inspection Staff
Office Engineering
Staff, PM/CM/CI/RE
Support Staff
$220 $220 $175 $160
200 200 400 200 1,000 $120,400
880 1,760 3,520 3,520 9,680 $1,147,520
20 264 264 792 528 1,848 $201,432
6 1,344 2,224 4,712 4,248 12,528
$295,680 $489,280 $824,600 $679,680 $1,469,352
$180,000
$1,649,352
$20,000
3. Services related to work involved Project Close
Out Activities, Note 2:
ESTIMATED FEE
Total Hours
Total Fees
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607,
REHABILITATION, STORMWATER CAPTURE AND INFILTRATION
RFP NO. 24-764
Hourly Rates (Rates are average)
1. Services related to work involved in Note 1.
JANUARY 16, 2024 CITY COUNCIL MEETING, CONTRACT AWARD TO REYES CONSTRUCTION:
Award of Design-Build Contract Phase-1: $2,660,668 Authorize Phase 2 Budget for Design and Site Grading $4,730,637 (Note by TT: For Site Grading Work/Field Construction, which will require on-site inspector, 4 months is assumed for budget purposes)
Contingency 15%: $1,108,695 Total $8,500,000 Recommended Action:
Staff recommends City Council award a Design-Build agreement to Reyes Construction, Inc. to provide Design-Build services for Project No. 7359 – Hermosillo Park Rehabilitation and Project No. 7607 – Stormwater and Infiltration Project in the amount of $7,391,305 with up to 15% contingency in the amount of $1,108,695 if necessary; and authorize the City Manager to execute the agreement and any amendments within the 15% contingency, on behalf of the City, in a form approved by the City Attorney.
Services related to Construction activities.
(THE CITY ISUED ADDENDUM No. 1 (dated October 20, 2023) for THE “PROGRESSIVE DESIGN-BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH PROVIDED FOLLOWING CLARIFICATION RE PROJECT COMPLETION: PHASED SERVICES: Design-Builder should schedule substantial completion by December 31, 2027 months assumed (excluding construction/grading work involved in Services related to work involved in Note 1
2. Services related to Construction activities.
Optional Budget Allocation for: Sub-Consultant: AVANT GARDE, Inc. (DBE/WBE Firm) Prop 68/Measure A/Measure W Grant Program Management Services (THE CITY ISSUED ADDENDUM No. 1 (dated October 20, 2023) for THE “PROGRESSIVE DESIGN-BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH PROVIDED FOLLOWING CLARIFICATION RE PROJECT COMPLETION: PHASED SERVICES: Project close out will require 6 months schedule. months assumed total for both projects combined
Above level of effort, durations and staff classifications and their hourly rates are average, and may be shifted/re-allocated between staff and tasks as necessary depending on actual work progress and needs. Staff hourly rates shown are average rates for the classification(s) sown and invoicing is based on actual staff member's hourly rate.
Per RFP Section "7. EVALUTION CRITAERIA, Sub-section Costs", billing shall be based on time and materials.
Plus Budget Allocation for: Sub-Consultant: AVANT GARDE, Inc. (DBE/WBE Firm) Labor Compliance Services
Total Estimated Hours
Subtotal Transtech Fees
Total Estimated Fees
Attachment 1
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Fee Proposal 27.B
• Above level of effort, durations and staff classifications and their hourly rates are average, and may be shifted/re-allocated between staff and tasks as necessary depending on actual work progress and needs.
Staff hourly rates shown are average rates for the classification(s) sown and invoicing is based on actual staff member's hourly rate.
• Per RFP Section "7. EVALUTION CRITAERIA, Sub -section Costs", billing shall be based on time and materials.
Also, as required in this RFP Section, billable hourly rates for the job description are provided above . • Above estimates are based on various assumptions. We will appreciate an opportunity to go over these assumptions, make any adjustments based on City’s input, and adjust/finalize our budget as necessary to provide the City our services in an efficient and cost-effective manner.
FOLLOWING INFORMATION WAS USED IN DEVELOPING ESTIMATED PROJECT FEE:
Note 1:
JANUARY 16, 2024 CITY COUNCIL MEETING, CONTRACT AWARD TO REYES CONSTRUCTION:
At the January 16, 2024 City Council Meeting, the City recently awarded a contract to Reyes Construction to provide Design-Build (Progressive) Services for Hermosillo Park Rehabilitation, Stormwater Capture and Infiltration Project (City Project Nos. 7607, 7359) as follows:
Background:
…
The contract execution for the PROJECT will consist of a cost plus fee agreement to provide for Phase 1 design development up to 65% design, and a subsequent final design and construction agreement with a Guaranteed Maximum Price (GMP) proposal from RCI.
At this time, RCI submitted a cost proposal of $2,660,668 for the Phase 1 design of the project to provide 65% design to support a GMP for final design and construction of the PROJECT.
Proposition 68 grant fund requirement for project completion by end of 2026 constrains the project schedule requiring the acceleration of grading design and completion of project site grading. To accommodate the grading schedule acceleration, approval of $4,730,637 budget for Phase 2 of the project is requested in conjunction with the approval of the Design-Build contract award.
Fiscal Impact:
Phase 1 of this Design-Build contract includes design development up to 65% design and development of a Guaranteed Maximum Price (GMP) proposal for construction. Phase 2 includes completion of design and site grading. The City has available grant proceeds of Measure W and Proposition 68 monies for the implementation of these two Hermosillo Park Projects.
The City has been approved $20,000,000 under Measure W for the implementation of Project No. 7607 - STORMWATER CAPTURE AND INFILTRATION PROJECT of which $2,000,000 has been authorized for expenditure at this time to fund the procurement of design services. Also, the City has been approved $8,500,000 under Proposition 68 funds and has been authorized the full approved amount for the implementation of Project No. 7359 - HERMOSILLO PARK REHABILITATION:
Attachment 1
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Fee Proposal 27.C
Award of Design-Build Contract Phase-1: $2,660,668
Authorize Phase 2 Budget for Design and Site Grading $4,730,637 Contingency 15%: $1,108,695
Total $8,500,000
Recommended Action:
Staff recommends City Council award a Design-Build agreement to Reyes Construction, Inc. to provide Design - Build services for Project No. 7359 – Hermosillo Park Rehabilitation and Project No. 7607 – Stormwater and Infiltration Project in the amount of $7,391,305 with up to 15% contingency in t he amount of $1,108,695 if necessary; and authorize the City Manager to execute the agreement and any amendments within the 15% contingency, on behalf of the City, in a form approved by the City Attorney.
PROJECT PHASING:
PROJECT PHASING IS DESCRIBED IN SECTION 1-BACKGROUND OF THE “PROGRESSIVE DESIGN -BUILD PROCUREMENT, RFQUAL NO. 24-748:
The project is to be designed and constructed in two phases using the progressive Design- Build delivery method:
• Phase 1: Prepare design to 65% complete, as defined in Appendix B (Scope of Design -Builder Services), and a guaranteed maximum (GMP) proposal. Prepare separate GMP for Hermosillo Park Rehabilitation (Project 7359), and Stormwater Capture and Infiltration Project (Project 7607). • Phase 2: Complete final design of mass grading plans, park recreational improvements plans, and complete construction of site grading for Stormwater Capture and Infiltration Project. Begin construction of park recreational improvements.
• Phase 3: Complete final design of Stormwater Capture and Infiltration plans, construction and post -construction tasks, including performance testing, startup commissioning, and operator training and support.
PROJECT SCHEDULE:
PROJECT SCHEDULE IS DESCRIBED IN SECTION 1-BACKGROUND OF THE “PROGRESSIVE DESIGN-BUILD PROCUREMENT, RFQUAL NO. 24-748:
• The cost for design and construction of the Project is currently budgeted at $26,450,000. The budget provides for all line-item work as described in the project scope.
• The City anticipates to execute the Progressive Design-Build Contract on or about December 19, 2023. • The design, permitting, construction and performance testing of the completed Project are expected to be completed no later than June 30, 2028.
THE CITY ISUED ADDENDUM No. 1 (dated October 20, 2023) for THE “PROGRESSIVE DESIGN -BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH PROVIDED FOLLOWING PHASED SERVICES:
2.2 Phased Services.
2.2.1 Phase 1 Services. Design -Builder shall perform the services of design, pricing, and other services for the Project based on Owner's Project Criteria, as may be revised in accordance with Section 2.1 hereof, as set forth in Appendix B through I to the RFQ, Scope of Services. Design -Builder shall perform complete design and preconstruction services as part of Phase 1. Design-Builder to establish the Contract Price for Phase 2, as set forth in Section 2.3 below. The Contract Price for Phase 2 shall be developed during Phase 1 on an “open -book” basis. Design -Builder’s Compensation for Phase 1 Services is set forth in Article 7 herein. The level of completion required for Phase 1 Services is defined in the RFQ, Scope of Services under Design Phase.
2.2.2 Phase 2 Services. Design -Builder shall perform the services of design, pricing, and other services for the Project based on Owner's Project Criteria, as may be revised in accordance with Section 2.1 hereof, as Attachment 1
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Fee Proposal 27.D
set forth in Appendix B through I to the RFQ, Scope of Services. Design -Builder shall perform complete design and preconstruction services as part of Phase 2. Design-Builder to establish the Contract Price for Phase 3, as set forth in Section 2.3 below. The Contract Price for Phase 3 shall be developed during Phase 2 on an “open -book” basis. Design -Builder’s Compensation for Phase 2 Services is set forth in Article 7 herein. The level of completion required for Phase 2 Services is defined in the RFQ, Scope of Services under Design Phase.
2.2.3 Phase 3 Services. Design-Builder’s Phase 3 services shall consist of all services beyond Phase 2 including the procurement of all materials and equipment for the Project, the performance of construction services for the Project, the start -up, testing, and commissioning of the Project, and the provision of warranty services, all as further described in the Contract Price Amendment. Upon receipt of Design -Builder’s proposed Contract Price for Phase 3, Owner may proceed as set forth in Article 2.3.
Note 2:
THE CITY ISUED ADDENDUM No. 1 (dated October 20, 2023) for THE “PROGRESSIVE DESIGN -BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH PROVIDED FOLLOWING CLARIFICATION RE PROJECT COMPLETION: PHASED SERVICES:
• Construction completion date of June 30, 2028 is project completion date. Project completion is after project close out activities including inspection, testing, validation, and acceptance. • Project close out will require 6 months schedule.
• Design-Builder should schedule substantial completion by December 31, 2027.
Note 3:
THE CITY ISUED ADDENDUM No. 1 (dated October 20, 2023) FOR THE “PROGRESSIVE DESIGN -BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH INCLUDED FOLLOWING RELATED TO TESTS AND INSPECTIONS:
Article 7
Contract Price
7.5 Cost of the Work.
7.5.1 The term Cost of the Work shall mean costs reasonably incurred by Design -Builder in the proper performance of the Work. The Cost of the Work shall include only the following:
7.5.1.17 Costs for permits, royalties, licenses, tests and inspections incurred by Design -Builder as a requirement of the Contract Documents.
Further clarification was provided by the City on 5/13/24, indicating that the above subject services (including materials tests and inspections) will be provided by the design-built contractor. As requested by the City, Transtech’s proposal was revised to exclude materials testing and inspection services. Such services will be provided by the design-built contractor.
Note 4:
PROJECT FUNDING:
PER THE RFP, PROJECT FUNDING IS SPECIFIED AS FOLLOWS:
• The City received a State of California Proposition 68 grant for the rehabilitation of Hermosillo Park in the amount of $8.5 million.
Attachment 1
CONSTRUCTION MANAGEMENT SERVICES
PROJECT NO. 7359, HERMOSILLO PARK, PROJECT. NO. 7607, REHABILITATION, STORMWATER CAPTURE AND INFILTRATION RFP NO. 24-764
Fee Proposal 27.E
• The capital construction cost of the project recreation components is anticipated to be approximately $10.7M (including contingency).
• Measure A funds will be allocated to this project to fund the remaining balance of the project.
THE CITY IS SUED ADDENDUM No. 1 (dated October 20, 2023) for THE “PROGRESSIVE DESIGN -BUILD PROCUREMENT, RFQUAL NO. 24-748, WHICH PROVIDED FOLLOWING PHASED SERVICES:
2.3 Proposal. Upon completion of the Design Development documents and any other Basis of Design documents upon which the parties may agree, Design -Builder shall submit a proposal to Owner (the "Proposal") for the completion of the construction for the Project for the Contract Price, which shall be based on Design-Builder’s Fee and Cost of the Work with a Guaranteed Maximum Price (GMP). The cost for Phase 1 and Phase 2 services plus the Contract Price for Phase 3 services, including all contingencies and all owances, shall not exceed the Stipulated Sum of $28,857,835.
Further clarification was provided by the City on 5/13/24, indicating that the project funding sources include Prop 68, Measure A and Measure W funds (no federal funds are included). As requested by the City, Transtech provided fees for Labor Compliance Services for all phases of the project (services provided by subconsultant: Avant Garde).
Furthermore, the City requested optional services to provide Prop 68/Measure A/Measure W Grant Program Management Services. As requested by the City, Transtech provided fees for the requested optional services (services provided by subconsultant: Avant Garde).
Attachment 1
Attachment 4
1 SECOND AMENDMENT TO
AGREEMENT FOR PROFESSIONAL SERVICES
This Second Amendment to Agreement for Professional Services (“Second Amendment”) is entered into as of ____________, 2024 and is to that certain Agreement by and between the City of Norwalk, a California municipal corporation (“City”) and Rincon Consultants, Inc., a California corporation (“Consultant”) (collectively referred to as “Parties”) dated October 16, 2023 (“Agreement”).
R E C I T A L S
A. On October 16, 2023, the Parties entered into an Agreement for Professional Services to provide professional Environmental Site Assessment Services for Hermosillo Park Rehabilitation, Stormwater Capture and Infiltration Project.
B. On February 15, 2024, the Parties entered into the First Amendment to the Agreement (“First Amendment”) to provide additional services for Project No. 7607 and increase the compensation related to those additional services.
C. Pursuant to Sections 3.3, and 21 of the Agreement, the Parties desire to amend the Agreement once more to modify the Scope of Services and corresponding maximum compensation pursuant to the Consultant’s proposal dated December 15, 2023, attached hereto as Exhibit A-1, which is hereby incorporated by reference into the Agreement.
Now, therefore, and for good consideration, the Parties agree to modify the Agreement as follows:
Section 1.Section 1.1 of the Agreement is amended to read in its entirety as follows:
“Scope of Services. Consultant shall provide the professional services, as more particularly described in Exhibit A of the Agreement and Exhibit A-1 (“Services”).” Section 2.Section 3.1 of the Agreement is amended to read in its entirety as follows:
“Compensation. As full compensation for Consultant’s Services provided under the Agreement, City shall pay Consultant a sum not-to-exceed Forty-Three Thousand Six Hundred Thirty Five Dollars ($43,635) (the “maximum compensation”), based on the rates set forth in the fee schedule, attached hereto as Exhibit A-1. In no event shall Consultant be paid more than the maximum compensation (which includes expenses and additional services, if any) during the term of this Agreement and any applicable amendment thereto.”
2 Section 3.Except as expressly modified or supplemented by this Second Amendment, all other provisions of the Agreement shall remain unaltered and in full force and effect. In the event of a conflict between the provisions of this Second Amendment and the provisions of the Agreement, the provisions of this Second Amendment shall control.
[SIGNATURE PAGE FOLLOWS]
3 The Parties, through their respective authorized representatives, are signing this Second Amendment on the date stated in the introductory clause.
CITY OF NORWALK
a California municipal corporation
By:
Jesus M. Gomez
City Manager
Date:____________________________
ATTEST:
By:
Theresa Devoy, CMC
City Clerk
APPROVED AS TO FORM:
By: _____________________________
Arnold M. Alvarez-Glasman
City Attorney
RINCON CONSULTANTS, INC.
a California Corporation
By:
Name: __________________________
Title: ___________________________
By:
Name: __________________________
Title: ___________________________
California Levine Act Statement
California Government Code Section 84308, commonly referred to as the "Levine Act," prohibits any Norwalk City Council Member from participating in any action related to a contract or application if he or she receives any political contributions totaling more than $250 within the previous twelve months, and for three months following the date a final decision from the business or applicant.
The Levine Act also requires a member of the Norwalk City Council who has received such a contribution to disclose the contribution on the record of the proceeding.
Current Norwalk City Council Members are listed at:
https://www.norwalk.org/city-hall/mayor-and-city-council-information-copy Proposers are responsible for accessing this link to review the names prior to answering the following questions.
1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any Norwalk City Council Member in the 12 months preceding the date of the submission of your proposal or application, or the anticipated date of any City Council action?
___ YES If yes, please identify the Council Member(s):
___ NO
2. Do you or your company, or any agency on behalf of you or your company, anticipate or plan to make any political contribution of more than $250 to any Norwalk City Council Member in the 12 months following any City Council action related to your proposal or application?
___ YES If yes, please identify the City Council Member(s):
___ NO
Answering yes to either of the two questions above does not preclude the City Council from awarding a contract or approving an application or any subsequent action. It does however, preclude the identified City Council Member(s) from participating in any actions related to your proposal or application.
_____________________________ ________________________________ Signature of Applicant Company/Applicant Name
____________
Date
X
X
Transtech Engineers, Inc.
05/31/2024
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Gabriela Regalado, Director of Social Services
SUBJECT: ELDERLY NUTRITION PROGRAM AGREEMENT NO. 242507 Background:
The Los Angeles County Aging and Disabilities Department has collaborated with the City of Norwalk, since 2019, through a direct agreement to effectively serve the senior community. The Elderly Nutrition Program allows the Social Services Department to deliver meals to home bound seniors and to provide congregate meals at two locations.
Funds in the amount of $1,078,300 will allow the Social Services Department to provide over 200 congregate meals daily, as well as deliver 225 meals to seniors in need.
Fiscal Impact:
No general funds will be used for the program.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 1. Provide High Quality Customer Service to the Community. Objective 1. Promote customer-focused culture that prizes accessible, consistent, and predictable delivery of service.
City Council June 4, 2024
Senior Nutrition Program Agreement Page No. 2
8 7
8 Recommended Action:
Staff recommends City Council approve Agreement No. 242507 with the Los Angeles County Aging and Disabilities Department to fund the Elderly Nutrition Program in the amount of $1,078,300 from July 1, 2024 through June 30, 2025; and authorize the City Manager to execute the agreement, and any amendment, provided funds are available in the budget and it is within the City Manager’s signing authority, on behalf of the city, in a form approved by the City Attorney.
Attachments:
Allocation Letter
BOARD OF SUPERVISORS
Hilda L. Solis
Holly J. Mitchell
Lindsey P. Horvath
Janice Hahn
Kathryn Barger
EXECUTIVE LEADERSHIP
Dr. Laura Trejo
Director
Lorenza C. Sánchez
Chief Deputy Director
Mike Tsao
Administrative Deputy II
Anna Avdalyan
Assistant Director
Winna S. Crichlow
Assistant Director
Mariella Freire -Reyes
Assistant Director
Jerrell D. Griffin
Acting Assistant Director
Ivan Pacheco
Chief Information Officer
GET IN TOUCH
510 S. Vermont Avenue , Suite 1100
Los Angeles, CA 90020
ad.lacounty.gov
[email protected]
Aging & Adult Information & Assistance Line:
(800) 510 -2020
Report Elder Abuse:
(877) 477 -3646
Community & Senior Centers:
(800) 689 -8514
Disability Information &
Access Line:
(888) 677 -1199
May 16, 2024
City of Norwalk
Attention: Mr. Jesus M. Gomez
12700 Norwalk Boulevard
Norwalk, CA 90650
FISCAL YEAR 2024-25 BASELINE FUNDING ALLOCATION
FOR ELDERLY NUTRITION PROGRAM SERVICES
Dear Mr. Gomez:
The Board of Supervisors has approved County of Los Angeles Aging and Disabilities Department (County) to enter into an Elderly Nutrition Program (ENP) Subaward with the City of Norwalk (Subrecipient). The Subaward information is outlined below:
• Purpose: Subrecipient shall utilize baseline funding to provide defined and contracted ENP Older Americans Act
(OAA) Title III C-1, Title III C-2, and Title III B Services during Fiscal Year (FY) 2024-25.
• Subaward Number: ENP242507
• Amendment Number: N/A
• Subaward Term: July 1, 2024 through June 30, 2025
• Total Funding Allocation: $1,078,300
• Period Funds are available for use (Subject to execution of Subaward): July 1, 2024 through June 30, 2025
• Service Area: Supervisorial District 4
FY 2024-25 Baseline Funding Allocation
Elderly Nutrition Program
City of Norwalk
Funding Source(s) and Service Category(ies) are as follows:
Funding Source Service Category Unit
Rate
NSIP
Rate
Total Unit
Rate
Allocation
Amount
OAA Title III C-1
American Meals $7.41 $0.71 $8.12
$636,300 1
Ethnic Meals
OAA Title III C-2
Hot Meals $10.89 $0.71 $11.60
$440,900 2 Frozen Meals $7.11 $0.71 $7.82
Emergency Meals $9.20 $0.71 $9.91
OAA Title III B Telephone
Reassurance
$0.61 $0.61 $1,100 3
Subaward Sum Year 1 (SSY1) $1,078,300
1- 3 Complete one (1) budget and one (1) MPS for each Allocation Amount.
If you have any questions, please contact Bernardo Franco of my staff by phone or e-mail as follows:
(323) 449-5802 or [email protected].
Thank you.
Mike Tsao
Mike Tsao, Administrative Deputy II
Administrative Services Branch
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Gabriela Regalado, Director of Social Services
Daniel Abrego, Recreation Supervisor
SUBJECT: AMENDMENT NO. 2 - SUPPORTIVE SERVICES PROGRAM AGREEMENT FISCAL YEAR 2024/25
Background:
The City and the Los Angeles County Aging and Disabilities Department work together to provide a Supportive Services Program (SSP) to the senior citizens of the Norwalk community. Through this grant, the Norwalk Senior Center has been empowered to provide critical services by promoting and maintaining independent living for seniors.
The grant amount of $70,260 will allow the Norwalk Senior Center to provide Case Management, Personal Care, Homemakers, In-Home Respite Care, and registry services.
Fiscal Impact:
Fully Grant funded in the amount of $70,260.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City of Norwalk’s Strategic Plan Goal 1. Provide High Quality Customer Service to the Community. Goal 1. Promote customer-focused culture that prizes accessible, consistent, and predictable delivery of service
City Council June 4, 2024
Supportive Services Program Agreement Page No. 2
8 8
3 Recommended Action:
Staff recommends City Council approve Amendment No. 2 with the Los Angeles County Aging and Disabilities Department to fund the Supportive Service Program in the amount of $70,260 from July 1, 2024 to June 30, 2025; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
Attachments:
Allocation Letter
BOARD OF SUPERVISORS
Hilda L. Solis
Holly J. Mitchell
Lindsey P. Horvath
Janice Hahn
Kathryn Barger
EXECUTIVE LEADERSHIP
Dr. Laura Trejo
Director
Lorenza C. Sánchez
Chief Deputy Director
Mike Tsao
Administrative Deputy II
Anna Avdalyan
Assistant Director
Winna S. Crichlow
Assistant Director
Jerrell D. Griffin
Acting Assistant Director
Ivan Pacheco
Chief Information Officer
GET IN TOUCH
510 S. Vermont Avenue , Suite 1100
Los Angeles, CA 90020
ad.lacounty.gov
[email protected]
Aging & Adult Information & Assistance Line:
(800) 510 -2020
Report Elder Abuse:
(877) 477 -3646
Community & Senior Centers:
(800) 689 -8514
Disability Information &
Access Line:
(888) 677 -1199
May 15, 2024
City of Norwalk
Attention: Mr. Jesus M. Gomez
12700 Norwalk Boulevard
Norwalk, CA 90650
FISCAL YEAR 2024-25 BASELINE FUNDING ALLOCATION
FOR SUPPORTIVE SERVICES PROGRAM
Dear Mr. Gomez:
County of Los Angeles Aging and Disabilities Department (County) intends to amend City of Norwalk ’s (Subrecipient’s) Supportive Services Program (SSP) Subaward. The Subaward Amendment information is outlined below:
• Purpose: Subrecipient will utilize Older Americans Act (OAA) Title III-B baseline funding to provide defined and contracted SSP Services during Fiscal Year (FY) 2024-25.
• Subaward Number: SSP232405
• Amendment Number: Two
• Subaward Term: July 1, 2024 through June 30, 2025
• Total Funding Allocation: $70,260
• Period Funds Available for Use (subject to execution of Amendment): July 1, 2024 – June 30, 2025
• Service Area: Supervisorial District 4
• Funding Source(s) and Service Category(ies) are as
follows:
FY 2024-25 Baseline Funding Allocation
Supportive Services Program
City of Norwalk
Funding Source Service Category Unit Rate Allocation Amount OAA Title III B
Case Management $50.00
$70,260 1
Homemaker $29.00
Personal Care $27.00
In-Home Respite $18.00
Alzheimer’s Day Care
Registry $35.00
Subaward Sum Year 2 (SSY2) $70,260
1 Complete one (1) budget and one (1) MPS for the Allocation Amount.
If you have any questions, please contact Bernardo Franco of my staff by phone or e-mail as follows: (323) 449-5802 or [email protected].
Thank you.
Mike Tsao
Mike Tsao, Administrative Deputy II
Administrative Services Branch
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Mario Mera, Engineering Division Manager
Run Chen, P.E., PMP, Principal Civil Engineer
SUBJECT: AWARD OF PROFESSIONAL SERVICES CONTRACT - TRAFFIC
ENGINEERING SERVICES
Background:
On January 2, 2024, Public Services staff solicited Request for Proposal (RFP 24-758) to acquire City Traffic Engineering Services. The services requested includes City Traffic Engineer and onsite Deputy City Traffic Engineer to support on an as-needed basis for traffic related requests, inquiries, and analysis derived from City residents and City staff. The selected consultant shall provide on-site services in the City a minimum of one day per week. The professional services agreement for City Traffic Engineer services will be issued for a term of three years with two optional one-year extensions.
On January 30, 2024, staff received and reviewed four proposals. The proposals were reviewed for accuracy, costs, experience, and references. As a result, staff recommends award of a professional services agreement (PSA) for City Traffic Engineer services to Willdan, based upon their proposal content, experience, and proposed fee.
Rank/Firm:
1. Willdan
2. Transtech
3. STC
4. JMD
The PSA will start July 1, 2024, and have a term of three years, with an option for the City to extend for two, one-year extensions. Willdan proposes Mr. Farhad Iranitalab as consultant
City Council June 4, 2024
AWARD OF PROFESSIONAL SERVICES CONTRACT - TRAFFIC
ENGINEERING SERVICES
Page No. 2
8 6
1 representative and City Traffic Engineer. Willdan has proposed Mr. Reginald J. Greene as consultant representative to the City.
Willdan currently provides essential staff support services in the form of traffic engineering review, recommendations for many private development projects occurring throughout the City, City capital improvement projects, and traffic analysis reports. Staff has been satisfied with the services provided by Willdan.
Fiscal Impact:
The services are funded through approved/available Fiscal Year 2024/25 general fund proceeds.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 2: Invest in street infrastructure.
Recommended Action:
Staff recommends City Council award a contract to Willdan in the amount of $130,000 annually for up to three years and two optional one-year extensions; and authorize the City Manager or his designee to execute the contract and any amendment, if within the City Manager’s signing authority, on behalf of the City, in a form approved by the City Attorney.
Attachments:
1. Professional Services Agreement
2. Levine Statement
Attachment 1: Professional Services Agreement
-1-
AGREEMENT FOR PROFESSIONAL SERVICES
(City of Norwalk)
This Professional Services Agreement (“Agreement”) is dated ___________, 2024, (“Effective Date”) and is between the City of Norwalk, a California municipal corporation, (“City”) and Willdan Engineering, a California corporation (“Consultant”).
R E C I T A L S
A. City desires to utilize the services of Consultant as an independent contractor to provide professional traffic engineering services and additional services.
B. Consultant represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.
C. City desires to retain Consultant and Consultant desires to serve City to perform these services in accordance with the terms and conditions of this Agreement.
Now therefore, for good and valuable consideration, the parties agree as follows:
1. Consultant’s Services.
1.1 Scope of Services. Consultant shall provide the professional services, as more particularly described in Exhibit A (“Services”).
1.2 Personnel. Consultant has, or will secure at its own expense, all personnel required to perform the Services under this Agreement. All of the Services required under this Agreement shall be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such Services.
1.3 Party Representatives. For the purposes of this Agreement, the City Representative shall be the City Manager, or such other person designated in writing by the City Manager (the “City Representative”). For the purposes of this Agreement, the Consultant Representative shall be Joseph Monaco (the “Consultant Representative”).
1.4 Time of Performance. Consultant shall commence the Services immediately upon receipt of a notice to proceed from the City Representative. Consultant shall perform all services by the deadline established by the City Representative, or if no deadline is established, with reasonable diligence.
1.5 Permits and Licenses. Consultant shall obtain and maintain during the Agreement term all necessary licenses, permits and certificates required by law for the provision of services under this Agreement, including a business license.
2. Term of Agreement. The term of this Agreement shall be from the Effective Date until the services are completed, unless sooner terminated as provided in Section 13 herein.
This is a form developed by
the City Attorney as a base
for professional services
agreements. All final
agreements must be
reviewed by the City
Attorney before execution.
W:\_Agreement Templates
-2-3
2 8
3 3. Compensation .
3.1 Compensation. As full compensation for Consultant’s Services provided under this Agreement, City shall pay Consultant a sum not-to-exceed One- Hundred Thirty Thousand Dollars ($130,000) (the “maximum compensation”), based on the rates set forth in the fee schedule, attached hereto as Exhibit B (“Fee Schedule”). In no event shall the Consultant be paid more than the maximum compensation (which includes expenses and additional services, if any) during the term of this Agreement.
3.2 Expenses. City shall only reimburse Consultant for those expenses expressly set forth in Exhibit B. Any expenses incurred by Consultant which are not expressly authorized by this Agreement will not be reimbursed by the City.
3.3 Additional Services. City may request additional services under this Agreement. All such work, however, must be authorized in writing by the City Council or the City Manager, as applicable, prior to commencement. Consultant shall perform such services, and City shall pay for such additional services in accordance with fee schedule set forth in Exhibit B, or as otherwise agreed upon by the parties in writing. Any work incurred by Consultant which is not expressly authorized by this Agreement will not be reimbursed by City.
4. Method of Payment.
4.1 Invoices. Not later than the fifteenth (15th) day of each month, Consultant shall submit to City detailed invoices for all services performed and expenses incurred, if any, pursuant to this Agreement during the prior month. Each invoice shall itemize the services rendered during the billing period, hourly rates charged, if applicable, and the amount due. City shall review each invoice and notify Consultant in writing within ten (10) business days of receipt of any disputed amounts.
4.2 Payment. City shall pay all undisputed portions of the invoices within thirty (30) calendar days after receipt of the invoice up to the maximum compensation specified in Section 3.1 of this Agreement. City shall not withhold federal payroll or state payroll and other taxes, or other similar deductions from each payment made to Consultant.
4.3 Audit of Records. Consultant shall maintain full and accurate records with respect to all matters covered under this Agreement for a period of three years, unless otherwise provided for in Exhibit A. Upon City providing twenty-four (24) hours advanced prior notice, Consultant shall make all records, invoices, time cards, cost control sheets and other records maintained by Consultant in connection with this Agreement available during Consultant’s regular working hours to City for review and audit by City.
5. Standard of Performance. Consultant shall perform all Services under this Agreement in accordance with the standard of care generally exercised by like professionals under similar circumstances and in a manner reasonably satisfactory to City.
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3 6. Ownership of Work Product. All reports, documents or other written material developed by Consultant in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. Such material shall not be the subject of a copyright application by Consultant.
Any alteration or reuse by City of any such materials on any project other than the Project shall be at City’s sole risk, unless City compensates Consultant for such reuse.
7. Status as Independent Contractor. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its officers, agents or employees are in any manner employees of City. Consultant shall pay all required taxes on amounts paid to Consultant under this Agreement, and indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. Consultant shall fully comply with the workers’ compensation law regarding Consultant and Consultant’s employees. Consultant shall indemnify and hold City harmless from any failure of Consultant to comply with applicable workers’ compensation laws. City may offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant’s failure to promptly pay to City any reimbursement or indemnification arising under this Section 7. The Parties further acknowledges the following: (i) that Consultant shall provide the services outlined in the Services directly to City; (ii) Consultant maintains a business location at the address listed under Section 14 that is separate and distinct from the City; (iii) Consultant contracts with other businesses to provide the same or similar services and maintains a clientele without restriction from the City; (iv) Consultant advertises and holds itself out to the public as available to provide the same or similar services; (v) unless otherwise specified in this Agreement, Consultant provides its own tools, vehicles, and equipment necessary for performing the Scope of Services; (vi) Consultant has proposed and negotiated its own rates; and (vii) consistent with the nature and demands of the Services and the City’s business hours and City staff availability, Consultant may set its own hours and location of work without restriction from the City.
8. Confidentiality. Consultant shall keep all data, documents, discussion, or other information developed or received by Consultant confidential and shall not disclose them to any person or entity without City’s prior written authorization. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the expiration or termination of this Agreement. The terms of this Section 8 shall survive the expiration or termination of this Agreement.
9. Conflict of Interest. Consultant and its officers, employees, associates and subconsultants, if any, shall comply with all California conflict of interest statutes applicable to Consultant’s Services under this Agreement, including, but not limited to, the Political Reform Act (Gov. Code, § 81000 et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant may perform similar services for other clients, but Consultant and its officers, employees, associates and subconsultants -4-3
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3 shall not, without the City Representative’s prior written approval, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subconsultants to abstain from a decision under this Agreement pursuant to a conflict of interest statute.
Consultant shall incorporate a clause substantially similar to this Section 9 into any subcontract that Consultant executes in connection with the performance of this Agreement.
10. Indemnification. Consultant shall indemnify, defend and hold harmless City, and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors and assigns in accordance with the Indemnification and Hold Harmless Agreement and Waiver of Subrogation and Contribution attached hereto as Exhibit C. Consultant’s covenant under this Section 10 shall survive the expiration or termination of this Agreement.
11. Insurance.
11.1 Consultant shall at all times during the term of this Agreement carry, maintain, and keep in full force and effect, with an insurance company admitted to do business in California, rated “A:VIII” or better in the most recent A.M. Best Insurance Rating Guide, and approved by City, a policy or policies of:
(1) broad-form commercial general liability insurance with minimum combined single limits of One Million Dollars ($1,000,000) per occurrence and Two Million Dollars ($2,000,000) aggregate against any injury, death, loss or damage as a result of wrongful or negligent acts by Consultant, its officers, employees, agents, and independent contractors in performance of Services under this Agreement; (2) automobile liability insurance, with minimum combined single limits coverage of One Million Dollars ($1,000,000) per accident for bodily injury and property damage covering any vehicle;
(3) professional liability/errors and omissions insurance (as applicable), with minimum combined single limits coverage of One Million Dollars ($1,000,000) per claim and Two Million Dollars ($2,000,000) aggregate, on a form approved by the City Attorney; and
(4) workers’ compensation insurance and employer’s liability insurance with a minimum limit of One Million Dollars ($1,000,000) per accident or the amount required by law, whichever is greater. City, its officers, employees, attorneys, and designated volunteers shall be named as additional insureds on the policy(ies) as to commercial general liability and automobile liability with respect to liabilities arising out of Consultant’s performance of Services under this Agreement.
11.2 Each insurance policy required by this Section 11 shall be endorsed as follows: (1) the insurer waives the right of subrogation against City and its officials, officers, employees, agents and representatives; (2) except for professional liability and workers’ compensation policies, the policies are primary and non-contributing with any -5-3
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3 insurance that may be carried by City; and (3) the policies may not be canceled or materially changed except after thirty (30) calendar days’ prior written notice by insurer to City, unless canceled for non-payment, in which case the insurer shall give ten (10) calendar days’ written notice to City.
11.3 All insurance coverages shall be confirmed by execution of endorsements required under Section 11.2. Consultant shall file the endorsements with City on or before the date of commencement of services pursuant to this Agreement, and thereafter maintain current endorsements on file with City. The endorsements are subject to City’s approval. Consultant shall not cancel, reduce or otherwise modify the insurance policies required by this Section 11.
12. Cooperation. In the event any claim or action is brought against City relating to Consultant’s performance of Services rendered under this Agreement, Consultant shall render any reasonable assistance and cooperation that City requires.
13. Termination. City may terminate this Agreement at any time, at will, for any reason or no reason, after giving written notice to Consultant at least five (5) calendar days before the termination is to be effective. If City defaults under this Agreement, and if City has not cured the default within thirty (30) calendar days after Consultant has given City notice of the event of default, Consultant may terminate this Agreement for cause after giving written notice to City at least thirty (30) calendar days before the termination is to be effective. Consultant shall cease all work under this Agreement on or before the effective date of termination specified in the notice of termination. Consultant shall be paid for services satisfactorily rendered to the last working day this Agreement is in effect, and Consultant shall deliver all materials, reports, documents, notes or other written materials compiled through the last working day this Agreement is in effect. In no event shall Consultant be entitled to receive more than the maximum compensation set forth in Section 3 of this Agreement that would be paid to Consultant for the full performance of the services required by this Agreement. Neither party shall have any other claim against the other party by reason of such termination.
14. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be given by first class U.S. mail or by personal service. Notices shall be deemed received on (a) the day of delivery if delivered by hand or overnight courier service during Consultant’s and City’s regular business hours or by facsimile before or during Consultant’s regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses below, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this Section 14. All notices shall be delivered to the parties at the following addresses:
If to City: City of Norwalk
City Clerk
12700 Norwalk Boulevard
Norwalk, California 90650
Fax: (562) 929-5773
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3 With a copy to:
City of Norwalk
City Manager
12700 Norwalk Boulevard
Norwalk, California 90650
Fax: (562) 929-5503
If to Consultant: Willdan Engineering
Vanesa Muñoz, President
13191 Crossroads Parkway North, Suite 405
Industry, CA 91746-3443
15. Non Discrimination and Equal Employment Opportunity. In the performance of this Agreement, Consultant shall not discriminate against any employee, subcontractor, or applicant for employment because of race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation. Consultant will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated during employment, without regard to their race, color, creed, religion, sex, gender, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental handicap, medical condition, genetic information or sexual orientation.
16. Non-Assignability; Subcontracting. Consultant shall not subcontract or assign any of its rights or delegate any of its duties under this Agreement, either in whole or in part, without City’s prior written consent. Such consent may be given by the City Manager in his/her discretion. Any attempt by consultant to so subcontract, assign or delegate this Agreement or any rights, duties or obligations arising hereunder in violation of this Section 16 shall be void and of no effect.
17. Compliance with Laws. Consultant shall comply with all applicable federal, state and local laws, ordinances, codes and regulations in the performance of this Agreement. This Agreement may call for services that, in whole or in part, constitute “public works” as defined in the California Labor Code. Therefore, as to those services that are “public works”, Consultant shall comply in all respects with all applicable provisions of the California Labor Code, including those set forth in Exhibit D.
17.1 COVID-19. Consultant shall adhere to all COVID-19 related protocols established by the Los Angeles County Department of Public Health (“County Health Department”) and/or the State of California. Consultant is responsible for providing their own Personal Protective Equipment, if applicable, in accordance with the County Health Department guidelines.
18. No Third Party Beneficiaries Intended. Unless otherwise expressly provided for in Exhibit A, this Agreement is made solely for the benefit of the parties to -7-3
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3 this Agreement and their respective successors and assigns, and no other person or entity may have or acquire a right by virtue of this Agreement.
19. Non-Waiver of Terms, Rights and Remedies. No waiver by any party of any breach, any failure of a condition, or any right or remedy under this Agreement shall be (1) effective unless it is in writing and signed by the party making the waiver, (2) deemed to be a waiver of, or consent to, any other breach, failure of a condition, or right or remedy, or (3) deemed to constitute a continuing waiver unless the writing expressly so states. No delay or omission to exercise any right, power or remedy accruing to City under this Agreement shall impair any right, power or remedy of City, nor shall it be construed as a waiver of, or consent to, any breach or default by Consultant. Further, no payment made by City to Consultant shall constitute or be construed as a waiver by City of any breach or default by Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default.
20. Exhibits; Precedence . All documents referenced as exhibits in this Agreement are hereby incorporated into this Agreement. In the event of any material discrepancy between the express provisions of this Agreement and the provisions of any exhibit, the provisions of this Agreement shall prevail.
21. Entire Agreement. This Agreement and all exhibits referred to in this Agreement constitute the final, complete and exclusive statement of the terms of the agreement between the parties pertaining to the subject matter of this Agreement and supersede all other prior or contemporaneous oral or written understandings and agreements of the parties. No party has been induced to enter into this Agreement by, nor is any party relying on, any representation or warranty except those expressly set forth in this Agreement. This Agreement may be modified only by a writing signed by both parties.
22. Governing Law and Choice of Forum. This Agreement, and any dispute arising from the relationship between the parties to this Agreement, shall be governed by and construed in accordance with the laws of the State of California, except that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be applied in interpreting this Agreement. Any dispute that arises under or relates to this Agreement (whether contract, tort or both) shall be resolved in a municipal, superior or federal court with geographic jurisdiction over the City of Norwalk.
23. Attorney’s Fees. In the event that either party to this Agreement shall commence any legal action or proceeding to enforce or interpret the provisions of this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its reasonable attorneys’ fees together with any costs and expenses, to resolve the dispute and to enforce the final judgment.
24. Severability. If a court of competent jurisdiction holds any provision of this Agreement to be illegal, invalid or unenforceable for any reason, the validity of and -8-3
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3 enforceability of the remaining provisions of this Agreement shall not be affected and continue in full force and effect.
[SIGNATURE PAGE FOLLOWS]
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3 IN WITNESS WHEREOF:
The parties hereto have caused this Agreement to be executed the day and year first above written.
CITY OF NORWALK
a California municipal corporation
By: ____________________________
Jesus M. Gomez
City Manager
Date:_______________
ATTEST:
By: ____________________________
Theresa Devoy, CMC
City Clerk
APPROVED AS TO FORM:
By: _____________________________
Arnold M. Alvarez-Glasman
City Attorney
WILLDAN ENGINEERING
a California corporation
By:______________________________
Name:___________________________
Title:_____________________________
By:______________________________
Name:___________________________
Title:_____________________________
(Please note: Two signatures required
for corporations pursuant to California
Corporations Code Section 313, unless
corporate documents authorize only
one person to sign this Agreement on
behalf of the corporation.)
Place corporate seal here
Attachment: Professional Services Agreement
Exhibit A, Pg. 1
EXHIBIT A
SCOPE OF SERVICES
Exhibit B, Pg. 1
EXHIBIT B
FEE SCHEDULE
Consultant shall provide the services described in Exhibit A, Scope of Services in an amount not to exceed $130,000 as follows:
Exhibit C, Pg. 1
EXHIBIT C
INDEMNIFICATION AND HOLD HARMLESS AGREEMENT
AND WAIVER OF SUBROGATION AND CONTRIBUTION
Contract/Agreement/License/Permit No. or description: Traffic Engineering Services including the function of City Traffic Engineer and additional services_ Indemnitor(s) (list all names): Willdan Engineering
To the fullest extent permitted by law, Indemnitor hereby agrees, at its sole cost and expense, to protect, indemnify, and hold harmless the City of Norwalk and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, and assigns (collectively “Indemnitees”) from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith (collectively “Liabilities”), resulting from any wrongful or negligent act, failure to act, error, or omission of Indemnitor or any of its officers, agents, servants, employees, subcontractors, material men, suppliers or their officers, agents, servants or employees, arising or claimed to arise, directly or indirectly, out of, in connection with, resulting from, or related to the above-referenced contract, agreement, license, or permit (the “Agreement”) or the performance or failure to perform any term, provision, covenant, or condition of the Agreement, including this indemnity provision. This indemnity provision is effective regardless of any prior, concurrent, or subsequent passive negligence by Indemnitees and shall operate to fully indemnify Indemnitees against any such negligence. This indemnity provision shall survive the termination of the Agreement and is in addition to any other rights or remedies which Indemnitees may have under the law. Payment is not required as a condition precedent to an Indemnitee’s right to recover under this indemnity provision, and an entry of judgment against the Indemnitor shall be conclusive in favor of the Indemnitee’s right to recover under this indemnity provision. Indemnitor shall pay Indemnitees for any attorney’s fees and costs incurred in enforcing this indemnification provision. Notwithstanding the foregoing, nothing in this instrument shall be construed to encompass (a) Indemnitees’ active negligence or willful misconduct to the limited extent that the underlying Agreement is subject to Civil Code § 2782(a), or (b) the contracting public agency’s active negligence to the limited extent that the underlying Agreement is subject to Civil Code § 2782(b). This indemnity is effective without reference to the existence or applicability of any insurance coverages which may have been required under the Agreement or any additional insured endorsements which may extend to Indemnitees.
City agrees to promptly inform Indemnitor in writing of any claim that City believes to be subject to this Indemnification and Hold Harmless Agreement.
Indemnitor(s), on behalf of itself and all parties claiming under or through it, hereby waives all rights of subrogation and contribution against the Indemnitees, while acting within the scope of their duties, from all claims, losses and liabilities arising out of or incident to activities or operations performed by or on behalf of the Indemnitor regardless of any prior, concurrent, or subsequent non-active negligence by the Indemnitees. Such claims, losses and liabilities include, but are not limited to, contraction of the COVID-19 virus and physical and/or emotional injuries and/or death caused by contraction of the COVID-19 virus. To the fullest extent permitted by law, this waiver is intended to be a complete release of Indemnitees.
Exhibit C, Pg. 2
In the event there is more than one person or entity named in the Agreement as an Indemnitor, then all obligations, liabilities, covenants and conditions under this instrument shall be joint and several.
“Indemnitor”
Print Name: Print Name: ___________________________ Signature:_____________________________ Signature:_____________________________ Title: Title:
Date: Date:
Exhibit D, Pg. 1
EXHIBIT D
CALIFORNIA LABOR CODE COMPLIANCE
(Labor Code §§ 1720 et seq., 1813, 1860, 1861, 3700)
If this Agreement calls for services that, in whole or in part, constitute “public works” as defined in the California Labor Code, then:
1. This Agreement is subject to the provisions of Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code relating to public works and the awarding public agency (“City”) and Consultant agrees to be bound by all the provisions thereof as though set forth in full herein.
2. Consultant shall be registered with the Department of Industrial Relations (“DIR”) in accordance with California Labor Code Section 1725.5 and has provided proof of registration to City prior to the Effective Date of this Agreement.
3. Consultant shall comply with the provisions of California Labor Code Sections 1771, 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The applicable prevailing wage determination(s) may be obtained at
(
http://www.dir.ca.gov/OPRL/DPreWageDetermination.htm), are on file with City, and are available to any interested party upon request. Consultant shall, as a penalty to City, forfeit not more than two-hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the Director of Industrial Relations for the work or craft in which the worker is employed for any public work done under this Agreement by Consultant or by any subcontractor.
4. Pursuant to California Labor Code Section 1771.4, Consultant’s services are subject to compliance monitoring and enforcement by the Department of Industrial Relations. Consultant shall post job site notices as prescribed by DIR regulations and agrees to furnish the records specified in California Labor Code Section 1776 directly to the Labor Commissioner in the manner prescribed by California Labor Code Section 1771.4(a)(3) and (c)(2).
5. Consultant shall comply with the provisions of California Labor Code Section 1776 which, among other things, require Consultant and each subcontractor to (1) keep accurate payroll records, (2) certify and make such payroll records available for inspection as provided by Section 1776, and (3) inform City of the location of the records. Consultant is responsible for compliance with Section 1776 by itself and all of its subcontractors.
6. Consultant shall comply with the provisions of California Labor Code Section 1777.5 concerning the employment of apprentices on public works projects, and further agrees that Consultant is responsible for compliance with Section 1777.5 by itself and all of its subcontractors.
Exhibit D, Pg. 2
7. Consultant shall comply with the provisions of California Labor Code Section 1813 concerning penalties for workers who work excess hours. Consultant shall, as a penalty to City, forfeit twenty-five dollars ($25) for each worker employed in the execution of this Agreement by Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the California Labor Code.
8. California Labor Code Sections 1860 and 3700 provide that every contractor will be required to secure the payment of compensation to its employees. In accordance with the provisions of California Labor Code Section 1861, Consultant hereby certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self- insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this Agreement.”
Date _______________ Signature ____________________________________ Applicant/Interested Party
Campaign ContribuƟon Disclosure Form
Land use, enƟtlements, licenses, permits, franchises, contracts (excluding labor and compeƟƟvely bid contracts)
California Government Code Section 84308 , commonly referred to as the "Levine Act," prohibits any Norwalk City Council Member or Pl anning Commissioner (if they are running for City Council) from participating in any action related to a contract or application if he or she receives any political contributions totaling more than $250 within the previous 12 months , and for 12 months following the date a final decision from the business or applicant. The Levine Act also requires a member of the Official who has received such a contribution to disclose the contribution on the record of the proceeding.
Contribution Disclosure
Please list all contributions in excess of $250 (either as a single payment or in aggregate) made within the past 12 months to o fficers of the agency involved in the abov e-mentioned type of proceeding by any parties (applicants) or their agents or representatives, including corporations, limited liability companies (LLCs), or other business entities and principals thereof. You may attach additional pages as necessary to list contributions made to involved agency officers and provide additional information about the contributor's relationship with the recipient.
Contributor Name:
Date of
Contribution Recipient Officer/Candidate
Contribution
Amount
Refunded:
Date of Refund Yes No
No contribution made:
I declare under penalty of perjury that the information which has been included in this Disclosure Form is true and correct.
________________________________ _______________ _________________ ________ Signature of Applicant Title Date
Providing contributions to candidat es does not preclude the City Counc il from awarding a contract or approving an application or any subs equent action. It does, however, preclude the identified City Council Member/Planning Commissioner(s) from participating in any actions related to your proposal or application. Additionally, this information must be updated if contributions exceed $250, and no less than 45 days before any agency consider ation of an item in which you or your company is engaged with the City.
Willdan Engineering
President
5/15/2024
N/A
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Theresa Devoy, City Clerk
SUBJECT: ADVISORY BODY APPOINTMENTS
Background:
With the exception of the Planning Commission (which is commensurate with the appointing Councilmember’s term) and five members of the Art in Public Places Commission (which is established in the Norwalk Municipal Code), Advisory Body terms are for two years following a City election. Advisory Body terms are from January 1, of odd years to December 31, of even years.
There are vacancies on several Advisory Bodies: Art in Public Places (4), Historical Heritage (3), Community Promotion (1), Public Safety (1), Senior Citizens (1), and the Youth Commission (all 15). The Youth Commission does not have any members at this time. The age range for the Youth Commission is between 13 to 18 years of age. Each City Councilmember has three appointments.
Two of the vacancies on the Art in Public Places Committee are appointed based on Norwalk Municipal Code §15.44.060, and require consensus of the entire City Council. Those positions are: one at-large Community Representative and one Outside Authority with Expertise in Art.
Fiscal Impact:
N/A
Citizens Advised:
Citizens are notified of Advisory Body vacancies through posting of vacancy notices and the Advisory Body term list, both of which are posted on the City’s website and at City Hall.
City Council June 4, 2024
Advisory Body Appointments Page No. 2
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0 Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council make appointments to fill the vacancies on the various Advisory Bodies for two-year terms expiring on December 31, 2024.
Attachments:
Advisory Body List
COMMISSIONER TERMS As of 06/04/2024
C:\inetpub\wwwroot\multitenant\temp\Term Listing 06-04-2024.pdf Page 1 “Vacancies “at-a-glance”
AYALA PEREZ RAMIREZ RIOS VALENCIA
Art in Public Places
Community Promotion
Historical Heritage
Senior Citizens
Youth (3)
Historical Heritage
Youth (3)
Art in Public Places
Historical Heritage
Public Safety
Youth (3)
Historical Heritage
Youth (3)
Youth (3)
Members of all City boards, commissions or committees shall be for at least six months prior to appointment, residents of the City of Norwalk, business owners in the City of Norwalk, or property owners in the City of Norwalk.
Commissioner Advisory Body Appointee Present Term
Vacant Community Promotion Commission Ayala -12/31/24
Ang, David Community Promotion Commission Valencia 2/20/24-12/31/24 Beacham, Sontue Community Promotion Commission Perez 12/5/23-12/31/24 Leon, Armida Community Promotion Commission Ramirez 2/7/23-12/31/24 Sanchez Jr, Arturo Community Promotion Commission Rios 1/17/23-12/31/24 Vacant Historical Heritage Commission Ayala -12/31/24
Vacant Historical Heritage Commission Perez -12/31/24
Vacant Historical Heritage Commission Ramirez -12/31/24 Vacant Historical Heritage Commission Rios -12/31/24
Corona, Gina Historical Heritage Commission Perez 4/2/24-12/31/24 Greenidge, Marcelle Historical Heritage Commission Valencia 3/21/23-12/31/24 Hardy, Marlene Historical Heritage Commission Ayala 1/17/23-12/31/24 Hidalgo, Ericka Historical Heritage Commission Rios 2/7/23-12/31/24 Hernandez, Alex Historical Heritage Commission Ramirez 2/7/23-12/31/24 Pavon, Claudia Carolina Historical Heritage Commission Valencia 1/17/23-12/31/24 Armendarez, Anthony Parks & Recreation Commission Rios 1/16/24-12/31/24 Berberabe, Francisco Parks & Recreation Commission Perez 1/17/23-12/31/24 Carbajal, Maria Parks & Recreation Commission Valencia 1/17/23-12/31/24 Garcia, Steve Parks & Recreation Commission Ramirez 2/7/23-12/31/24 Hernandez, Alejandra Parks & Recreation Commission Rios 1/17/23-12/31/24 Juan, Victor Parks & Recreation Commission Ayala 1/17/23-12/31/24 King, David Parks & Recreation Commission Perez 1/17/23-12/31/24 Martinez, Briana Parks & Recreation Commission Ayala 1/17/23-12/31/24 Napier, Monique Parks & Recreation Commission Ramirez 1/17/23-12/31/24 Valenzuela, Don Parks & Recreation Commission Valencia 11/7/23-12/31/24 Apodaca, Kimberly Planning Commission Perez 12/13/22-12/31/26 Barragan, Rosa Planning Commission Rios 4/7/20-12/31/24 Garcia, Gabe Planning Commission Valencia 4/7/20-12/31/24 Lopez, Linda Planning Commission Ayala 12/13/22-12/31/26 Navas, Luis Planning Commission Ramirez 4/21/20-12/31/24 Vacant Public Safety Commission Ramirez -12/31/24
Apodaca, Kim Public Safety Commission Perez 4/16/24-12/31/24 Fernandez-Silva, Ray Public Safety Commission Ayala 1/17/23-12/31/24 Greenidge, Marcelle Public Safety Commission Valencia 4/18/23-12/31/24 COMMISSIONER TERMS As of 06/04/2024
C:\inetpub\wwwroot\multitenant\temp\Term Listing 06-04-2024.pdf Page 2 Commissioner Advisory Body Appointee Present Term
Hoskins, Patricia Public Safety Commission Valencia 1/17/23-12/31/24 Knieling, DiAnn Public Safety Commission Rios 1/17/23-12/31/24 LeGaspi, Richard Public Safety Commission Ayala 1/17/23-12/31/24 Peňa, Petra Public Safety Commission Ramirez 2/7/23-12/31/24 Rodriguez, Dr. Stephanie Public Safety Commission Perez 1/17/23-12/31/24 Rosoff, Michael Public Safety Commission Rios 1/17/23-12/31/24 Vacant Senior Citizens Commission Ayala -12/31/24
Contreras, Rachel Senior Citizens Commission Rios 1/17/23-12/31/24 Diosdado, Helen Senior Citizens Commission Valencia 1/17/23-12/31/24 Mesa, Martha Senior Citizens Commission Ramirez 1/17/23-12/31/24 Serrano, Esperanza Senior Citizens Commission Perez 1/17/23-12/31/24 Acosta, Scherise Social Services Commission Ramirez 1/17/23-12/31/24 Barth, Phyllis Social Services Commission Perez 1/17/23-12/31-24 Free, Espie Social Services Commission Valencia 7/5/23-12/31/24 Garcia, Andrea Social Services Commission Ramirez 9/19/23-12/31/24 Greenidge, Marcelle Social Services Commission Perez 3/21/23-12/31/24 LeGaspi, Richard Social Services Commission Valencia 1/17/23-12/31/24 Reyes-Castro, Elfega Arely Social Services Commission Ayala 1/17/23-12/31/24 Santos, Alondra Social Services Commission Rios 2/7/23-12/31/24 Stodola, Mary Social Services Commission Rios 1/17/23-12/31/24 Tasker, Angela Social Services Commission Ayala 1/17/23-12/31/24 Vacant Youth Commission Ayala -12/31/24
Vacant Youth Commission Ayala -12/31/24
Vacant Youth Commission Ayala -12/31/24
Vacant Youth Commission Perez -12/31/24
Vacant Youth Commission Perez -12/31/24
Vacant Youth Commission Perez -12/31/24
Vacant Youth Commission Ramirez -12/31/24
Vacant Youth Commission Ramirez -12/31/24
Vacant Youth Commission Ramirez -12/31/24
Vacant Youth Commission Rios -12/31/24
Vacant Youth Commission Rios -12/31/24
Vacant Youth Commission Rios -12/31/24
Vacant Youth Commission Valencia -12/31/24
Vacant Youth Commission Valencia -12/31/24
Vacant Youth Commission Valencia -12/31/24
Commissioner Advisory Body Appointed Present Term
Apodaca, Kim Art in Public Places Committee City Rep Appointed by Perez 1/17/23-12/31/24 LeGaspi, Natalie Art in Public Places Committee City Rep Appointed by Rios 1/17/23-12/31/24 Solis, Pilar Art in Public Places Committee City Rep Appointed by Valencia 12/5/23-12/31/24 Vacant Art in Public Places Committee City Rep Appointed by Ayala -12/31/24 Vacant Art in Public Places Committee City Rep Appointed by Ramirez -1231/24 Art in Public Places Advisory Committee
NMC §15.44.060 A: Designation
Vacant Art In Public Places Committee Outside Auth w/Expertise in Art Indefinite Vacant Art in Public Places Committee Community Rep Indefinite Stefenhagen, Gordon Art in Public Places Committee Bus./Community College Rep Indefinite Lopez, Linda Art in Public Places Committee Planning Rep 12/13/22-12/31/26 Juan, Victor Art in Public Places Committee P&R Appointee 1/17/23-12/31/24 City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
SUBJECT: PUBLIC HEARING - RESOLUTION NO. 24-24 - ESTABLISHING AND ADOPTING THE CITY'S ANNUAL BUDGET FOR FISCAL YEAR 2024/25; AND RESOLUTION NO. 24-25 - AMENDING AND ADOPTING THE FISCAL YEAR 2024/25 SALARY SCHEDULE FOR GENERAL AND HOURLY UNIT
EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID-MANAGEMENT
EMPLOYEES
Background:
On May 28, 2024, City Council discussed the proposed Fiscal Year (FY) 2024/25 budget. The presentation covered the Revenues, Operations, and Capital Projects. During budget deliberations, the City Council made comments and inquiries about the programs and activities included in the proposed financial plan, and added $5,000 to reestablish activities of the International Friendship Commission. If there are any further modifications from City Council at this meeting they will be incorporated into the final budget document.
Summary of Proposed Budget
The proposed budget represents the City’s financial plan for the upcoming fiscal year. It incorporates four goals set by City Council in its 2023-2025 Strategic Plan:
1. Provide High Quality Customer Service to the Community
2. Partnership with the Community to Achieve Safe and Livable Neighborhoods
3. Create and Sustain a Resilient and Economically Prosperous City
4. Support Sustainability and Climate Resilience throughout the Community The FY 2024/25 operating budget is balanced using the available resources. This report represents a summary of the proposed budget, exclusive of any City Council revisions made during the course of this public hearing.
City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 2 8 6
7 As summarized in the following table, the City’s FY 2024/25 budget includes all funds and totals $301 million in expenditures.
FY 2025 GENERAL FUND RESTRICTED FUNDS CITY TOTAL BUDGET PERSONNEL COST 36,314,222 21,912,532 58,226,754OPERATIONS 38,842,566 42,755,214 81,597,780DEBT SERVICE 1,476,394 2,627,952 4,104,346CAPITAL OUTLAYS 273,604 13,792,692 14,066,296COST OFFSET to/(from) OTHER FUNDS (1,181,217) 2,462,564 1,281,347TOTAL OPERATIONS & CAPITAL OUTLAYS 75,725,569 83,550,955 159,276,524CAPITAL PROJECTS - 134,715,833 134,715,833TRANSFER TO CAPITAL RESERVE FUNDS 7,100,000 - 7,100,000TOTAL PROPOSED BUDGET 82,825,569 218,266,788 301,092,357 The City’s operating budget reaches $159.3 million, and it covers: $58.2 million in personnel cost funding for 303 full-time positions and 370,414 part-time hours; $4.1 million of this amount is spent on debt service. The City plans to spend $14.1 million on capital outlays. These purchases are addressing the replacement of tools, equipment, buses, vehicles, computers, and upgrades of software and information technology. The financial plan also includes an allocation of $134.7 million for 79 capital improvement projects, 76 carry-over, and 3 new.
PROJECT TYPE CARRY-OVER AMOUNT NEW AMOUNT Street Projects 21 36,385,131Traffic Improvements 14 16,115,916Park Improvements 13 15,960,170Water 5 9,166,399 1 1,049,000Sewer 6 2,177,536Storm Water & Environmental 2 20,254,513Facilities & Miscellaneous Improvements 15 20,867,169 2 12,740,000TOTAL 76 120,926,834$ 3 13,789,000$ The City continues to invest in the street and traffic improvement projects, which are primarily funded from federal, state grants or local special revenue transportation funding. The City will use a combined total of $29.2 million from its capital reserve funds to complete various capital projects, upgrade technology, replace vehicles equipment, install solar photovoltaic systems at six sites, implement energy saving measures at city facilities, and continue undertaking parks renovation projects citywide.
As demonstrated in the table below, at the end of June 2025, the combined ending capital reserves are estimated at $22.1 million, out of which $9.7 million is reserved for future local street and traffic improvement projects.
City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 3 8 6
7 REVENUES TRANSFERS IN FROM GFRESERVE FUNDS 7/1/2024 FY 2025 FY 2025 FY 2025 6/30/2025City General Plan 1,190,257 20,000 - - 1,210,257Parks Equipment & Renovation 10,732,695 50,000 - (7,766,071) 3,016,624NASC Equipment Replacement 461,824 8,000 - (49,500) 420,324Computer & Technology Replacement 3,977,473 50,000 - (248,600) 3,778,873Vehicle & Equipment Replacement 4,223,053 80,000 1,000,000 (2,001,780) 3,301,273Building/Facilities Renovation 7,724,343 100,000 3,800,000 (10,924,249) 700,094Street & Traffic Improvement 15,345,684 230,000 2,300,000 (8,201,481) 9,674,203TOTAL 43,655,330$ 538,000$ 7,100,000$ (29,191,681)$ 22,101,649$
FUND BALANCE EXPENDITURE BUDGET ESTIMATED FUND BALANCE
The General Fund represents 28% of the City’s entire spending plan. As Special Revenue and Enterprise Funds are restricted to special purposes and are generally self-sustained, this report primarily focuses on the General Fund Budget.
General Fund:
The proposed operating budget is balanced with minimal use of operating reserves ($2,913).
The available fund balance is used to replenish the capital reserve funds ($7.1 million). The City anticipates ending the FY 2024/25 with $15.7 million in operating reserves.
Some major components of the FY 2024/25 Budget include:
•The General Fund revenues are projected to decrease 1%, or $1.1 million, to a total amount of $75.7 million. The major revenue categories follow the national and regional trends and are estimated to perform as follows:
oSales Tax – is expected to decrease by a combined total of $0.2 million. Persisting inflation, higher cost of borrowing due to rising interest rates and consequently cost of living are squeezing consumers’ purchasing power and negatively affect discretionally spending.
oProperty Taxes – this important revenue category is growing with increasing real property values and is anticipated to rise by $0.9 million, or 3%. oUtility User Tax (UUT) and Franchise Fees – the City anticipates 4% decline ($0.3 million) in UUT, and practically no growth under franchise fee categories, as local governments are facing new challenges and threats arising out of recent technologies or marketing approaches, changes in state and federal laws, court decisions. oOther revenues include $2 million in interest loan repayment from the Successor Agency to the Redevelopment Agency, however this will be the first fiscal year since Fiscal Year 2020/21 that the General fund will not receive revenue allocation of $2.9 million from the American Rescue Plan Act (ARPA).
City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 4 8 6
7 The table below summarizes the General Fund estimated Revenues. % AMOUNT PROP TAX-S.E. REC & PARK AREA 4,027,900 4,084,400 4,206,900 4% 179,000PROPERTY TAX IN-LIEU/VLF 15,258,170 15,258,170 15,715,900 3% 457,730NO/LOW PROPERTY TAX - COUNTY 5,417,100 5,484,100 5,648,600 4% 231,500SA RDAs - AB 1484 ALLOCATIONS 920,000 920,000 947,600 3% 27,600REAL-PROPERTY VALUE DERIVED REVENUES: 25,623,170 25,746,670 26,519,000 3% 895,830 SALES & USE TAXES (STATE) 15,294,000 15,136,000 15,291,000 0% (3,000)SALES & USE TAXES (MEASURE P) 10,994,000 10,895,000 10,797,000 -2% (197,000)UTILITY USER TAX 5,995,000 5,995,000 5,726,000 -4% (269,000)TRANSIENT OCCUPANCY TAX 1,651,300 1,651,300 1,678,300 2% 27,000FRANCHISE FEES 3,399,500 3,399,500 3,467,500 2% 68,000FRANCHISE - CABLE TV 510,000 510,000 494,700 -3% (15,300)BUSINESS LICENSE 930,000 930,000 940,000 1% 10,000REAL PROPERTY TRANSFER TAX 240,000 225,000 227,000 -5% (13,000)OTHER TAXES & FRANCHISES: 39,013,800 38,741,800 38,621,500 -1% (392,300)OTHER GENERAL REVENUES 5,195,230 5,306,970 6,252,200 20% 1,056,970PUBLIC SAFETY REVENUES 1,209,360 1,240,360 1,333,500 10% 124,140PUBLIC SERVICES REVENUES 309,115 311,235 277,596 -10% (31,519)SOCIAL SERVICES REVENUES 11,700 23,700 24,000 105% 12,300RECREATION & PARKS REVENUES 827,760 815,130 857,460 4% 29,700COMMUNITY DEVELOPMENT REVENUES 1,784,900 1,751,300 1,837,400 3% 52,500ARPA LOSS OF REVENUES 2,888,292 2,888,292 - -100% (2,888,292)TOTAL - GENERAL FUND REVENUES 76,863,327$ 76,825,457$ 75,722,656$ -1% (1,140,671) REVENUE DESCRIPTION FY 23-24ADOPTEDBUDGET
FY 23-24ESTIMATED ACTUAL
FY 2025PROPOSEDBUDGET
BUDGET VARIANCE FY 2025 vs FY2024
•The FY 2024/25 proposed General Fund operating and capital outlay expenditures total $75.7 million and are practically equal to the total amount of operating revenues. The City will provide the same level of service and programming as in the prior fiscal year, with enhancements in staffing levels in the Recreation, Public Safety and City Clerk departments. The City will continue caring for its vulnerable population and, in addition to the Social Service department’s services, provide contributions to the agencies assisting Norwalk residents, implement mentoring programs for young women and men 15-25 years of age. In FY 2024/25, funding for homeless outreach provided by HOPE team will be paid from ARPA funding through December 2024, and the remainder of the fiscal year will be funded from General Fund.
The overall General Fund operating budget increases by $2.5 million, or 3%. Major contributors to this increase are:
oPersonnel Expenditures will increase by 3%, or $1 million, to a total cost of $36.3 million that covers funding for 179 full-time positions and 259,006 part-time hours. However, this City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 5 8 6
7 year’s proposed budget does not include any additional contribution to pay down unfunded pension liabilities.
oLos Angeles County Sheriff’s Department Contract – maintains the same level of service for a total of 35.77 units, and continues the Quadrant patrolling model that works in tandem with the City’s Public Safety Officers in all four Public Safety quadrants. The FY 2024/25 contract rate will increase by 3.44% and the Liability Trust fund by 0.5% to a
12.5% rate.
oOther contractual agreements funded from the General Fund will increase by a combined total of $1.3 million.
The table below summarizes the General Fund spending plan for FY2024/25.
EXPENDITURES BY TYPE BUDGETFY 2024 ESTIMATED ACTUAL FY2024 BUDGETFY 2025 VARIANCE BUDGET FY25vs. BUDGET FY24
Variance%
FULL TIME:SALARIES 14,316,375 11,773,099 15,577,834 1,261,459 9%MEDICAL BENEFITS 2,894,879 2,218,359 3,199,646 304,767 11%PENSION (from 39.33% to 36.57% in FY2025) 5,720,047 3,846,899 5,803,365 83,318 1%PENSION - UNFUNDED LIABILITY ADDITIONAL DEPOSIT 1,000,000 1,000,000 - (1,000,000)-100%OTHER POST EMPLOYMENT BENEFITS 1,500,000 1,500,000 1,500,000 - 0%OTHER BENEFITS (MEDICARE, LIFE, LTD, WORKERS COMP) 1,436,265 1,304,062 1,222,069 (214,196) -15%OTHER COMPENSATION & LEAVE PAYOUTS 1,251,449 1,329,029 1,350,417 98,968 8%RETIREE MEDICAL 1,433,600 1,303,989 1,356,200 (77,400) -5%SUBTOTAL FULL TIME EMPLOYEES & RETIREES 29,552,615 24,275,437 30,009,531 456,916 2%PART TIME:SALARIES 5,573,094 4,868,389 6,138,207 565,113 10%MEDICAL BENEFITS 85,720 67,975 77,480 (8,240) -10%MEDICARE 80,810 70,592 89,004 8,194 10%SUBTOTAL PART-TIME EMPLOYEES 5,739,624 5,006,955 6,304,691 565,067 10%SALARIES & BENEFITS 35,292,239 29,282,392 36,314,222 1,021,983 3%LA COUNTY SHERIFF'S CONTRACT 16,470,784 15,382,821 16,526,620 55,836 0%LA COUNTY SHERIFF'S LTF 1,813,705 1,686,864 1,904,810 91,105 5%CONTRACT SERVICES 9,201,200 8,300,411 10,497,113 1,295,913 14%UTILITIES 3,329,900 3,498,200 4,018,800 688,900 21%INSURANCE 914,200 898,244 1,082,360 168,160 18%VEHICLE MAINTENANCE 945,718 905,543 946,698 980 0%DEBT SERVICE 1,613,713 1,615,702 1,476,394 (137,319) -9%TRANSFER OUT TO SR. PROGRAMS 376,549 405,514 383,934 7,385 2%TRANSFER OUT TO PARKING STRUCTURE 427,510 476,014 493,933 66,423 16%OTHER OPERATING COSTS 3,861,109 3,032,576 3,866,165 5,056 0%SUBTOTAL OPERATIONS 38,954,388 36,201,890 41,196,827 2,242,439 6%MINOR CAPITAL OUTLAYS 648,286 626,604 273,604 (374,682) -58% GAS TAX FUNDS (1,975,000) (1,022,183) (2,375,000) (400,000) 20%OTHER SPECIAL REVENUE FUNDS (AQMD & SA Housing) 256,616 256,617 315,916 59,300 23%TOTAL OPERATIONAL TRANSFERS (IN) (1,718,384) (765,566) (2,059,084) (340,700) 20%NET OPERATIONS & CAPITAL OUTLAY BUDGET 73,176,529$ 65,345,320$ 75,725,569$ 2,549,040$ 3% Less Transfers In From Special Revenues Funds To Offset General Fund Street Maintenance Cost:
The General Fund Unassigned Budgetary Fund Balance is projected to be $15.7 million as of June 30, 2025. It is 1% over the City’s reserve policy of 20% of operations and capital outlays total budget amount.
City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 6 8 6
7 The following table summarizes the General Fund 2024/25 Budget. 22,623,294$
FISCAL YEAR 2024-2025
TOTAL OPERATING BUDGET:Estimated Revenues 75,722,656$ TOTAL RESOURCES 75,722,656$ Expenditures - Operations (75,451,965)Capital Outlays (273,604) TOTAL OPERATING & CAPITAL OUTLAY (75,725,569)
Net Operating Surplus/(Deficit) (2,913)$
TOTAL USE OF NON OPERATING RESOURCES:
NON-OPERATING RESOURCES 156,965$
RELEASE OF FUND BALANCE:Water Fund Loan - principal repayment 156,965 LESS TRANSFER TO CAPITAL RESERVE FUNDS (7,100,000)$
Vehicle Equipment Replacement (1,000,000)Building Renovation (3,800,000)Street Renovation (2,300,000) SURPLUS/(USE) OF RESERVE FOR CAPITAL (6,943,035)$
FISCAL YEAR 2025 - TOTAL USE OF AVAILABLE FUND BALANCE (6,945,948)$ Estimated Ending Fund Balance at June 30, 2025 20.70% 15,677,346$ July 1, 2024- Beginning Estimated Fund Balance
The following information summarizes the proposed budgets for the City’s enterprise funds:
Norwalk Municipal Water System (NMWS):
Projected revenues are estimated to increase by 2% to a total amount of $6.8 million, however the budgeted operating expenses are projected to exceed revenues by $0.6 million. Expenses include allocation of $0.4 million for water master plan and rate studies, and three new positions:
Water Service Worker I, Associate Engineer, and Management Analyst. The latter two positions are shared with Sewer and Storm Water funds.
Five carry-over and one new capital improvement projects are budgeted at a total cost of $10.2 million, out of which, one project will be funded from a State Capital Grant in the amount of $2.5 City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 7 8 6
7 million. Water Fund estimated ending working capital as of June 30, 2025, is about $65 thousand.
Sewer System:
The revenues are estimated at $2.5 million, and the operating cost is anticipated to be $2.4 million. Operating budget includes biannual cleaning of the entire sewer system, cleaning of hotspots four times a year, and the carry-over funding for the sewer master plan, and a sewer system management plan update. The total capital improvement budget is $2.2 million and includes appropriations for the 12th year of the 50-year plan to replace the City’s aging Sewer System.
Norwalk Transit System (NTS):
The estimated operating revenues of $19.5 million, comprised of federal, state, and local transportation funding, also include annual transfers from other special revenue funds.
The operational expenses amount to $19.5 million and in addition to the typical operating cost include planning expenses for the 50th anniversary and annual NTS rodeo events, operational analysis study, micro transit project, and the cost of the Federal Transportation Agency (FTA) plan updates.
NTS’s capital purchase plan is $15 million. Among other capital purchases, it includes bus stop improvements, Phase III of Transit Facility improvements, replacement of three zero emission electric buses, and one Dial-A-Ride van. Capital expenses are primarily funded by federal grants and local transportation monies provide the local match.
Summary:
The purpose of this public hearing is to review and adopt the City’s annual Budget for a period starting with July 1, 2024, ending June 30, 2025. Copies of the FY 2024/25 Proposed Budget have been available for public inspection on the City’s web page and in the Office of the City Clerk.
Fiscal Impact:
Establishment of the City’s budget for fiscal year ending June 30. 2025.
Citizens Advised:
FY 2024/25 Proposed Budget document was posted on the City’s website on May 22, 2024, for public review. Notice of Public Hearing regarding FY 2024/25 Budget was published in The Norwalk Patriot on May 24, 2024, and posted at the City’s three designated posting places and the website on May 23, 2024.
City Council June 4, 2024
Annual Budget for FY 2024/25 and Salary Schedule Page No. 8 8 6
7 Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 3: Create and sustain a resilient and economically prosperous City.
Recommended Action:
Staff recommends City Council adopt:
a. RESOLUTION NO. 24-24, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2024/25; and
b. RESOLUTION NO. 24-25, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING FISCAL YEAR 2024/25 SALARY SCHEDULE
FOR GENERAL AND HOURLY UNIT EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID-MANAGEMENT EMPLOYEES.
Attachments:
1. Resolution No. 24-24
2. Resolution No. 24-25
3. FY 2024-25 Budget in Brief
Attachment No. 1
RESOLUTION NO. 24-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL
YEAR 2024/25
WHEREAS, the City Manager did heretofore submit to City Council an estimate of the expenses and revenues of the City for a Proposed Budget for the Fiscal Year 2024/25; and
WHEREAS, on May 6, 2024, said budget was presented to the Finance Ad Hoc Committee; and
WHEREAS, copies of said budget were prepared and on May 23, 2024, distributed to the members of City Council; and
WHEREAS, on May 22, 2024, copy of said budget was made available for public inspection in the Office of the City Clerk and the City’s website; and WHEREAS, on May 28, 2024, the City Council held a Special meeting to discuss the proposed budget for the Fiscal Year 2024/25; and
WHEREAS, City Council set June 4, 2024, at the hour of 6:00 p.m., as the time and place for holding a public hearing for the Fiscal Year 2024/25 Budget; and WHEREAS, the City, pursuant to Federal Regulations 24 CFR Part 570.301, as amended, has obtained citizen comments on proposed projects which will be undertaken using HCDA funds; and
WHEREAS, after duly given and published as required by law, City Council did hold such public hearing at said time and place upon said budget; and WHEREAS, all persons desiring to be heard by City Council at said public hearing on the proposed budget were heard; and
WHEREAS, City Council after due consideration has determined that said budget should be approved.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The Operations and Capital Project Budgets for the period beginning July 1, 2024 and ending June 30, 2025 are adopted and the expenditures as indicated in the budget and amended by City Council to consider same, are hereby appropriated out of the public funds and the expenditures authorized to all departments, offices and agencies for the respective objectives and purposes therein named, subject to the Resolution No. 24-24 Page 2 of 2
authority hereby granted to the City Manager to transfer appropriations from account to account as necessary to assure adequate and proper standards of service and to achieve the intent of City Council in providing municipal services for the identified period.
Section 2.City Council gives approval for periodic reviews to be brought back to City Council during the fiscal period to manage future unexpected changes in funding sources and possible cost increases.
Section 3.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 4th day of June 2024.
________________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
________________________________
THERESA DEVOY, CMC
CITY CLERK
Attachment No. 2
RESOLUTION NO. 24-25
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING THE FISCAL YEAR 2024/25 SALARY
SCHEDULE FOR GENERAL AND HOURLY UNIT EMPLOYEES AND
EXECUTIVE MANAGEMENT AND MID-MANAGEMENT EMPLOYEES
WHEREAS, Norwalk Municipal Code (NMC) §2.24.070 allows for the adoption and revision of a compensation plan (salary schedule) by resolution; and WHEREAS, the salary schedule has been amended and supersedes all previously adopted salary schedules.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.Pursuant to NMC §2.24.070, the City Council hereby adopts the Fiscal Year 2023/24 Salary Schedule attached as Exhibit A.
Section 2.The Mayor, or presiding officer, is hereby authorized to affix her signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed assistant, is directed to attest thereto.
APPROVED AND ADOPTED this 4th day of June 2024.
_____________________________
MARGARITA L. RIOS
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
Resolution No. 24-25 Page 2 of 4
3 3
1 7
Exhibit A
CITY OF NORWALK
SALARY SCHEDULE
FY 2024-2025
Effective June 23, 2024
A. CITY COUNCIL
Name of Position Rate Type Step A Step B Step C Step D Step E Mayor Monthly N/A N/A N/A N/A 950.91
Vice-Mayor Monthly N/A N/A N/A N/A 950.91
Councilmember Monthly N/A N/A N/A N/A 950.91
B. EXECUTIVE MANAGEMENT
Class Name of Position Rate Type Step A Step B Step C Step D Step E E001 City Manager Monthly 29,928
E011 Executive Dir. of Regional Transportation Monthly 16,761 17,599 18,479 19,403 20,373 E003 Deputy City Manager Monthly 15,142 15,899 16,694 17,528 18,405 E035 Dir. of Public Services/City Engineer Monthly 13,999 14,699 15,434 16,206 17,016 E015 Dir. of Community Development Monthly 13,044 13,696 14,381 15,100 15,855 E020 Dir. of Finance/City Treasurer Monthly 13,044 13,696 14,381 15,100 15,855 E024 Dir. of Human Resources/Risk Manager Monthly 13,044 13,696 14,381 15,100 15,855 E017 Dir. of Public Affairs & Communication Monthly 13,044 13,696 14,381 15,100 15,855 E030 Dir. of Public Safety Monthly 13,044 13,696 14,381 15,100 15,855 E040 Dir. of Recreation & Park Services Monthly 13,044 13,696 14,381 15,100 15,855 E045 Dir. of Social Services Monthly 13,044 13,696 14,381 15,100 15,855 E010 City Clerk Monthly 13,044 13,696 14,381 15,100 15,855 C. MID-MANAGEMENT
Class Name of Position Rate Type Step A Step B Step C Step D Step E M010 Building and Safety Manager Monthly 10,899 11,444 12,016 12,616 13,247 M022 Human Resources Manager Monthly 10,899 11,444 12,016 12,616 13,247 M023 Controller/Deputy Treasurer Monthly 10,899 11,444 12,016 12,616 13,247 M024 Development Services Manager Monthly 10,899 11,444 12,016 12,616 13,247 M032 Information Technology Manager Monthly 10,899 11,444 12,016 12,616 13,247 M015 Principal Civil Engineer Monthly 10,899 11,444 12,016 12,616 13,247 M054 Public Services Superintendent Monthly 10,899 11,444 12,016 12,616 13,247 M042 Transit Administrative Officer Monthly 10,899 11,444 12,016 12,616 13,247 M026 Emergency Preparedness Manager Monthly 9,987 10,487 11,011 11,561 12,140 M027 Fleet Maintenance Manager Monthly 9,987 10,487 11,011 11,561 12,140 M030 Housing Manager Monthly 9,987 10,487 11,011 11,561 12,140 M040 Manager of Transit Operations Monthly 9,987 10,487 11,011 11,561 12,140 M052 Public Safety Manager Monthly 9,987 10,487 11,011 11,561 12,140 M046 Recreation Superintendent Monthly 9,987 10,487 11,011 11,561 12,140 M062 Senior Center Manager Monthly 9,987 10,487 11,011 11,561 12,140 M017 Senior Civil Engineer Monthly 9,987 10,487 11,011 11,561 12,140 M022 Social Services Superintendent Monthly 9,987 10,487 11,011 11,561 12,140 D. GENERAL UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E P040 Associate Engineer Monthly 8,125 8,531 8,958 9,406 9,876 F241 Plans Examiner Monthly 8,125 8,531 8,958 9,406 9,876 P315 Senior Planner Monthly 7,948 8,345 8,762 9,200 9,660 P028 Assistant City Clerk Monthly 7,527 7,904 8,299 8,714 9,149 F305 Senior Building Inspector Monthly 7,527 7,904 8,299 8,714 9,149 P327 Special Projects Coordinator Monthly 7,527 7,904 8,299 8,714 9,149 F131 Fleet Maintenance Supervisor Monthly 7,320 7,686 8,070 8,474 8,897 F340 Senior Transit Operations Supervisor Monthly 7,320 7,686 8,070 8,474 8,897 F385 Utilities Supervisor Monthly 7,320 7,686 8,070 8,474 8,897 Resolution No. 24-25 Page 3 of 4
3 3
1 7
P042 Associate Planner Monthly 7,073 7,427 7,798 8,188 8,598 F165 Maintenance Supervisor Monthly 6,971 7,320 7,686 8,070 8,474 D. GENERAL UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E F317 Senior Code Compliance Inspector Monthly 6,971 7,320 7,686 8,070 8,474 P030 Assistant Engineer Monthly 6,850 7,192 7,552 7,930 8,326 P330 Senior Accountant Monthly 6,850 7,192 7,552 7,930 8,326 P235 Senior Human Resources Analyst Monthly 6,850 7,192 7,552 7,930 8,326 P189 Senior Management Analyst Monthly 6,850 7,192 7,552 7,930 8,326 F160 Lead Equipment Mechanic Monthly 6,799 7,139 7,496 7,871 8,264 F362 Transit Safety & Training Coordinator Monthly 6,799 7,139 7,496 7,871 8,264 F087 Creative Coordinator Monthly 6,669 7,003 7,353 7,721 8,107 F019 Deputy City Clerk Monthly 6,669 7,003 7,353 7,721 8,107 F285 Recreation Supervisor Monthly 6,669 7,003 7,353 7,721 8,107 F312 Senior Executive Assistant Monthly 6,669 7,003 7,353 7,721 8,107 F055 Building Inspector II Monthly 6,544 6,871 7,214 7,575 7,954 F364 Transit Operations Supervisor II Monthly 6,279 6,593 6,922 7,268 7,632 P035 Assistant Planner Monthly 6,201 6,511 6,836 7,178 7,537 F260 Public Safety Officer III Monthly 6,201 6,511 6,836 7,178 7,537 F355 Traffic Signal Technician II Monthly 6,117 6,423 6,744 7,082 7,436 F245 Code Compliance Inspector Monthly 6,066 6,369 6,688 7,022 7,373 P132 Financial Analyst Monthly 5,955 6,252 6,565 6,893 7,238 P184 Management Analyst Monthly 5,955 6,252 6,565 6,893 7,238 F073 Childcare Program Supervisor Monthly 5,941 6,239 6,550 6,878 7,222 F110 Executive Assistant Monthly 5,941 6,239 6,550 6,878 7,222 F240 Human Resources Technician Monthly 5,941 6,239 6,550 6,878 7,222 F326 Social Services Coordinator Monthly 5,941 6,239 6,550 6,878 7,222 F089 Customer Services Supervisor Monthly 5,941 6,239 6,550 6,878 7,222 F231 Permit Technician II Monthly 5,703 5,988 6,287 6,601 6,932 F380 Water Service Worker II Monthly 5,703 5,988 6,287 6,601 6,932 F140 Housing Specialist II Monthly 5,696 5,980 6,279 6,593 6,923 F350 Traffic Signal Technician I Monthly 5,696 5,980 6,279 6,593 6,923 F092 Senior Production Supervisor Monthly 5,696 5,980 6,279 6,593 6,923 F224 Payroll Personnel Technician Monthly 5,653 5,936 6,233 6,545 6,872 F195 Mechanic Monthly 5,634 5,916 6,212 6,522 6,848
F360 Transit Operations Supervisor Monthly 5,607 5,887 6,181 6,490 6,815 F266 Public Safety Technician Monthly 5,552 5,830 6,121 6,428 6,749 F280 Recreation Coordinator Monthly 5,431 5,703 5,988 6,287 6,601 F180 Maintenance Worker III Monthly 5,287 5,552 5,829 6,121 6,427 F255 Public Safety Officer II Monthly 5,287 5,552 5,829 6,121 6,427 F370 Tree Trimmer II Monthly 5,269 5,532 5,809 6,099 6,404 F025 Administrative Secretary Monthly 5,243 5,505 5,781 6,070 6,373 F098 Engineering Technician Monthly 5,243 5,505 5,781 6,070 6,373 F210 Office Assistant III Monthly 5,243 5,505 5,781 6,070 6,373 F347 Storekeeper II Monthly 5,243 5,505 5,781 6,070 6,373 F357 Transit Administrative Specialist Monthly 5,243 5,505 5,781 6,070 6,373 F085 Community Worker Monthly 5,138 5,395 5,665 5,948 6,245 F070 Childcare Coordinator Monthly 5,125 5,381 5,650 5,933 6,229 F081 Community Development Assistant Monthly 5,125 5,381 5,650 5,933 6,229 F135 Housing Specialist I Monthly 5,125 5,381 5,650 5,933 6,229 F010 Account Clerk III Monthly 5,051 5,303 5,569 5,847 6,139 F084 Communication Specialist Monthly 5,051 5,303 5,569 5,847 6,139 F243 Production Supervisor Monthly 5,051 5,303 5,569 5,847 6,139 F365 Tree Trimmer I Monthly 5,024 5,275 5,539 5,816 6,106 F230 Permit Technician Monthly 4,928 5,174 5,433 5,704 5,990 F043 Planning Technician Monthly 4,928 5,174 5,433 5,704 5,990 F080 Bus Operator Monthly 4,893 5,138 5,395 5,664 5,948 F091 Dispatcher Monthly 4,893 5,138 5,395 5,664 5,948
F175 Maintenance Worker II Monthly 4,776 5,014 5,265 5,528 5,805 F375 Water Service Worker I Monthly 4,677 4,910 5,156 5,414 5,684 Resolution No. 24-25 Page 4 of 4
3 3
1 7
D. GENERAL UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E F250 Public Safety Officer I Monthly 4,553 4,780 5,019 5,270 5,534 F325 Social Service Worker II Monthly 4,553 4,780 5,019 5,270 5,534 F244 Production Specialist Monthly 4,458 4,681 4,915 5,161 5,419 F005 Account Clerk II Monthly 4,454 4,677 4,911 5,156 5,414 F205 Office Assistant II Monthly 4,280 4,493 4,718 4,954 5,202 F222 Payment Specialist Monthly 4,280 4,493 4,718 4,954 5,202 F115 Facility Maintenance I Monthly 4,211 4,422 4,643 4,875 5,119 F170 Maintenance Worker I Monthly 3,929 4,126 4,332 4,549 4,776 F200 Office Assistant I Monthly 3,929 4,126 4,332 4,549 4,776 E. HOURLY UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E H103 Senior Management Analyst Hourly 38.36 40.28 42.29 44.41 46.63 H083 Code Compliance Inspector Hourly 33.97 35.66 37.45 39.32 41.29 H063 Management Analyst Hourly 33.37 35.03 36.79 38.62 40.56 H010 Public Safety Officer II Hourly 30.50 32.02 33.62 35.30 37.07 H230 Permit Technician Hourly 28.43 29.85 31.34 32.91 34.55 H030 Bus Operator Hourly 28.22 29.63 31.11 32.67 34.30
H046 Equipment Service Helper II Hourly 28.22 29.63 31.11 32.67 34.30 H080 Production Specialist Hourly 25.72 27.01 28.36 29.77 31.26 H250 Public Safety Officer I Hourly 25.52 26.80 28.14 29.54 31.02 H009 Account Clerk II Hourly 24.94 26.19 27.50 28.87 30.31 H067 Payment Specialist Hourly 24.68 25.91 27.21 28.57 30.00 H059 Mechanic Trainee Hourly 23.99 25.19 26.45 27.77 29.16 H199 Office Assistant II Hourly 23.99 25.19 26.45 27.77 29.16 H095 Recreation Leader III Hourly 23.43 24.60 25.83 27.12 28.48 H031 Bus Operator Trainee Hourly 22.58
H037 Dispatcher Hourly 22.58 23.71 24.89 26.14 27.44
H045 Equipment Service Helper Hourly 22.58 23.71 24.89 26.14 27.44 H038 Public Safety Dispatcher Hourly 22.58 23.71 24.89 26.14 27.44 H200 Office Assistant I Hourly 22.03 23.13 24.28 25.50 26.77 H110 Social Service Worker I Hourly 20.89 21.93 23.03 24.18 25.39 H100 Senior Lifeguard Hourly 20.27 21.29 22.35 23.47 24.64 H035 Community Information Assistant Hourly 20.05 21.05 22.10 23.20 24.37 H050 Instructor Guard Hourly 18.22 19.13 20.09 21.09 22.14 H055 Lifeguard Hourly 17.75 18.64 19.57 20.55 21.58
H022 Athletic Trainer Hourly 17.70 18.58 19.51 20.49 21.51 H012 Site Coordinator Hourly 17.17 18.03 18.93 19.87 20.87 H090 Recreation Leader II Hourly 16.91 17.75 18.64 19.57 20.55 H015 Administrative Intern Hourly 16.56 17.39 18.26 19.17 20.13 H069 Dishwasher Hourly 16.56 17.39 18.26 19.17 20.13
H060 Maintenance Assistant Hourly 16.56 17.39 18.26 19.17 20.13 H062 Meal Driver Hourly 16.56 17.39 18.26 19.17 20.13
H064 Nutrition Aide Hourly 16.56 17.39 18.26 19.17 20.13 H068 Intern Hourly 16.56 17.39 18.26 19.17 20.13
H075 Production Assistant Hourly 16.56 17.39 18.26 19.17 20.13 H085 Recreation Leader I Hourly 16.56 17.39 18.26 19.17 20.13 H120 Youth Worker Hourly 16.56
BUDGET
IN
BRIEF
Fiscal Year 2024-2025
Norwalk City
Council
Margarita L. Rios
Mayor
Tony Ayala
Vice Mayor
Jennifer Perez
Councilmember
Rick Ramirez
Councilmember
Ana Valencia
Councilmember
Strategic Plan
2023-2025
Goal 3
Create and Sustain a
Resilient and Economically
Prosperous City
Goal 4
Support Sustainability and
Climate Resilience
throughout the
Community
Goal 1
Provide High Quality
Customer Service to the
Community
Goal 2
Work in Partnership
with our Community to
Achieve Safe and Livable
Neighborhoods
N
Norwalk At a Glance
Population
101,172
Median Age:
34 Average Household
Size:
3.87 Median Income:
$83,217
Number of City
Parks:
14 Acres of Open
Space:
98.5 Number of Businesses:
3,670
Public Facilities
9 City Organizational
Chart
Citizens of Norwalk
City Council
Commissions
Successor Agency to
RDA
City Attorney
City Manager
Deputy City Manager
(2)
Administration
Communications &
Public Affairs
Finance
Human Resources
City Clerk
Public Safety
Community
Development
Public Services
Social Services
Transportation
Recreation & Park Services
City Manager’s
Message
To our Norwalk Community,
It is my pleasure to unveil the Fiscal Year 2024-2025 Budget. Here at the City of Norwalk we take great pride in responsibly utilizing public funds to deliver exceptional services and resources to our residents and community members.
Our staff is dedicated to communicating the City’s budget in a transparent and simple manner, which is why we created the “Budget in Brief.” This concise document simplifies the City of Norwalk's budget information, making it easily understandable for all.
Key highlights include:
o Revenues
o General Fund Proposed Expenditures
o Capital Improvement Projects (CIPs)
The Fiscal Year 2024 -2025 Budget includes an investment of over $75.7 million from the General Fund towards programs, services, and resources that further the City Council’s 2023-2025 Strategic Plan goals. The City will continue to move forward with transparency, accountability and improvements to provide a balanced and fiscally solvent budget.
Sincerely,
Jesus Gomez
City Manager
For a more detailed view of the City’s Budget, please visit the City’s website at:
https://www.norwalk.org/city-hall/departments/finance/budget
Annual Budget
Process
JANUARY
BUDGET
PLANNING
The Finance Department
begins preparations for
mid-year adjustments
and upcoming fiscal
year budget.
FEBRUARY
YY
BUDGET PREP
&
MID-YEAR
UPDATE
Mid-Year adjustments
are presented to the City
Council for approval and
departments begin to
prepare.
MARCH
BUDGET
KICK-OFF &
STRATEGIC
PLAN
The City Council
identifies priorities for
the City’s Strategic Plan.
Finance consolidates all
department requests and
determines Personnel
costs.
APRIL
DEPARTMENTAL
MEETINGS
Departments meet and
present their budget
requests to the City’s
Budget Team for
consideration. Prior to
presenting to the City
Council, Budget Tea m
balances the proposed
budget.
MAY &
JUNE
STUDY
SESSIONS &
BUDGET
ADOPTION
The City Council reviews
the proposed budget for
input and questions
from the public .
Following the review, the
final budget is then
approved for adoption
and implemented on
July 1st.
FY 24-25 Budget
Highlights
Recreation
o Various Youth Programs (Youth
Sports and Teen Alliance)
o 13 seasonal special events
Public Safety
o Sheriff’s contract
o Homeless Outreach (HOPE) Team
o School Resource Deputy
o Transportation Center patrols
Social Services
o Senior Nutrition Program
o Mentoring Program for Young
Women & Men
o Emergency Food & Shelter
Program
Community
Development
o Business Attraction Retention &
Expansion Program (B.A.R.E.)
o Economic Development Initiatives
Public Services
o 3 new Capital Improvement Projects
o Maintenance Programs for City’s Water,
Sewer and Stormwater systems
Transit
o 50th Anniversary Event
o Regulatory Plan Updates
o Purchase of 3 electric buses
o Bus Stop Improvements
Revenue Type Total*
General Fund
$75,722,656
Enterprise
Funds
(Water, Sewer Transit)
$41,469,288
Other Funds
(Grants, Restricted
Funds)
$111,511,398
TOTAL $228,703,342
FY 24-25 Revenues
City-Wide
Where the Money Comes From
33%
18%
49%
*Total includes estimated revenues and transfers in
Revenue Source Amount
Property Values
Derived Revenue $26,519,000
Sales & Use Tax $26,088,000
Utility User Tax $5,726,000
Transient
Occupancy Tax $ 1,678,300
Franchise Fee $ 3,962,200
Other General
Revenues
(Includes ARPA)
$6,479,200
Departmental
Revenues $5,269,956
TOTAL $75,722,656
General Fund
Breakdown of General Fund Sources
35%
34%
8%
2%
5%
9% 7%
Function FY 24 Budget
General
Government $15,527,968
Debt Service $1,476,394
Public Safety $26,316,203
Public Services $16,190,827
Social Services $4,202,161
Community
Development $5,071,497
Recreation &
Park Services $6,940,518
TOTAL $75,725,569
FY 24-25 General Fund
Operating Budget
Where the Money Goes
20%
2%
35%
22%
6%
7%
9%
Expenditure Type FY 24 Budget
Personnel Cost 36,314,222
L.A. County
Sheriff’s Contract 18,431,430
Debt Service 1,476,394
Contract
Services 10,497,113
Utilities 4,018,800
Other
Operating Costs 4,982,610
TOTAL $75,720,569
FY 24-25 General Fund
Budget Breakdown
How We Use the Money
48%
24%
2%
14%
5%
7%
FY 24-25 Capital
Improvement Projects
Project Category # of Projects Amount
Street Projects 21 $36,385,131
Traffic
Improvements 14 $16,115,916
Park Improvements 13 $15,960,170
Water Projects 6 $10,215,399
Sewer Projects 6 $2,177,536
Storm Water &
Environmental 2 $20,254,513
Facilities & Misc.
Improvements 17 $33,607,169
TOTAL 79 $134,715,834
City Council Agenda Report
June 4, 2024
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: John P. Ramirez, AICP, Director of Community Development Bethani Cardenas, Housing Manager
Rosio Medina, Senior Management Analyst
SUBJECT: PUBLIC HEARING – RESOLUTION NO. 24-29 – APPROVING THE
COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT
PARTNERSHIPS PROGRAM FISCAL YEAR 2024-2025 ANNUAL ACTION
PLAN AND AUTHORIZING THE CITY MANAGER TO EXECUTE AND
TRANSMIT ALL REQUIRED DOCUMENTS TO THE UNITED STATES
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
Background:
The purpose of this public hearing is to provide an opportunity for further input from the community and City Council on the Fiscal Year (FY) 2024/25 Annual Action Plan (Plan) for the Community Development Block Grant (CDBG) and HOME Investment Partnerships Program (HOME), and obtain City Council authorization to transmit the Plan with an application to secure CDBG and HOME funds from the United States Department of Housing and Urban Development (HUD). As a part of the application process, the Plan lists the specific activities that the City will undertake with the funds. The types of activities that the City may conduct are subject to federal rules and regulations, such as funding caps on program administration and social services, requirements for public-private partnerships, and compliance with National Objectives of decent housing, a suitable living environment and expanded economic opportunities.
While HOME funds may only be used for housing related activities, CDBG funds may be used for a variety of community development activities, such as rehabilitation of housing and commercial buildings, infrastructure improvements, and certain services, such as counseling and job training. Funds may be used to directly benefit a household that meets income limitations, such as repair of a specific home, or used for an area benefit, where the improvement is located in a census tract with at least 51% of the households being considered low to moderate income.
City Council June 4, 2024
Resolution No. 24-29 – Proposed FY 2024/25 Annual Action Plan Page No. 2 8 7
9 The City Council conducted a public meeting concerning the Plan on March 19, 2024, for public comments of the proposed activities for CDBG and HOME. A draft Plan was prepared and was available for public review and comment, starting March 25, 2024 through April 25, 2024.
HUD regulations limit the City to funding only those activities listed in the 30-day public review notice. The City Council may increase, reduce, or eliminate the funding allocation of any of the activities listed below, but new activities cannot be added at this time without issuing a new public hearing notice and providing additional opportunity for public comment.
Activities in the 2024/25 Annual Action Plan
For FY 2024/25, the City will receive $977,097 in CDBG entitlement funds; $130,000 in estimated program income and $100,000 in carryover funds. Program income and carryover funds will be allocated to a Capital Improvement Project or Economic Development Activity. In HOME entitlement funds, the City will receive $240,414; $30,000 in HOME estimated program income and $235,000 in HOME carryover funds. Program income and carryover funds will be allocated to an Affordable Housing Activity. In the first public hearing held on March 19, 2024, estimated CDBG and HOME grant amounts were presented as HUD had not issued final grant allocations. However, CDBG and HOME final allocations were announced by HUD on May 7, 2024, which were less than anticipated. The Consolidated Plan explains how the City will utilize these monies to improve community development needs, address affordable housing, and priorities for people experiencing homelessness. The plan establishes strategies for the next program year and identifies specifiv projects and activities that will be undertaken with CDBG and HOME funds received from HUD.
The following table lists the activities and expenditures for FY 2024/25:
PROJECTS/ACTIVITIES FUNDED BY CDBG Final Funding
Program Administration – CDBG (20% cap of CDBG funds) $182,419 Fair Housing – CDBG (20% cap of CDBG funds) $13,000
Emergency Services – Social Services Center* $75,000
Community Legal Aid* $18,827
Job Training – Norwalk La Mirada Adult School* $17,579
Los Angeles Centers for Alcohol and Drug Abuse (LA-CADA)* $17,579 Jovenes, Inc.* $17,579
Capital Improvement Project $385,114
Economic Development Activities $480,000
TOTAL $1,207,097
* CDBG funding for social service programs (15% cap of CDBG funds) City Council June 4, 2024
Resolution No. 24-29 – Proposed FY 2024/25 Annual Action Plan Page No. 3 8 7
9 PROJECTS/ACTIVITIES FUNDED BY HOME Final Funding
Program Administration – HOME (10% cap of HOME funds) $24,041 CHDO Set-Aside – HOME (15% cap of HOME funds) $83,028
TBRA – Security Deposit Assistance $30,000
Affordable Housing Project $368,345
TOTAL $505,414
Citizen Participation Plan
The Citizen Participation Plan outlines the City’s policies and procedures to encourage resident participation in the development of the City’s Consolidated Plan, Annual Action Plan, and Annual Reports. Staff proposes that the City Participation Plan be revised to allow the City to increase or decrease funding for any specific activity by no more than 20% of the activity funding without triggering a public hearing; City Council will conduct two (2) public hearing on the Consolidated Plan/Action Plan(s); the Social Services Commission and Staff will review and provide funding recommendations for public service agency funding, City Council will review recommendations from the Social Services Commission and/or provide final funding recommendations; and to publish the public notices on the Consolidated Plan/Action Plan(s) in Spanish.
Fiscal Impact:
The CDBG and HOME programs are funded solely by the United States Department of Housing and Urban Development. Normally there is no impact to the general fund.
Citizens Advised:
The availability of the draft Annual Action Plan was published in The Norwalk Patriot and La Opinion and posted at City Hall and the City’s website from March 25, 2024 to April 25, 2024, for citizens to review and make comments before the public hearing. Notice of the Public Hearing for the Plan was published in The Norwalk Patriot and La Opinion and posted at City Hall and the City’s website on May 17, 2024. Any public comments received will be noted in the final Plan.
Strategic Plan 2023 Implementation:
The recommended actions will further the City’s Strategic Plan Goal 2: Objective 1 Re-invest in existing and aging infrastructure and Objective 3: Improve living conditions for residents in greatest need; Goal 3: Objective 1 Create dynamic neighborhoods, Objective 2 Diversify and grow the economy, and Objective 3 build great public destinations.
City Council June 4, 2024
Resolution No. 24-29 – Proposed FY 2024/25 Annual Action Plan Page No. 4 8 7
9 Recommended Action:
Staff recommends City Council:
a.adopt Resolution No. 24-29, A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF NORWALK APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIPS PROGRAM FISCAL YEAR 2024/25 ANNUAL
ACTION PLAN, AN APPLICATION FOR FUNDING, AND AUTHORIZING THE CITY
MANAGER TO EXECUTE AND TRANSMIT ALL REQUIRED DOCUMENTS TO THE UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT; and b.authorize the City Manager to execute agreements and any amendments, in forms approved by the City Attorney, with social service agencies for the provision of services funded under the Annual Action Plan; and
c. authorize the Director of Community Development to execute Memorandums of Understanding with City Departments and homeless referral organizations for the provision of services funded under the Annual Action Plan.
Attachments:
1. Resolution No. 24-29
2. FY 2024/25 Annual Action Plan
Attachment No. 1
RESOLUTION NO. 24-29
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND
HOME INVESTMENT PARTNERSHIPS PROGRAM FISCAL YEAR
2024/25 ANNUAL ACTION PLAN, AN APPLICATION FOR FUNDING,
AND AUTHORIZING THE CITY MANAGER TO EXECUTE AND
TRANSMIT ALL REQUIRED DOCUMENTS TO THE UNITED STATES
DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT
WHEREAS, the City of Norwalk has prepared the Fiscal Year 2024/25 Annual Action Plan (Plan) pursuant to all requirements of the United States Department of Housing and Urban Development (HUD); and
WHEREAS, The availability of the draft Plan and the Notice of the Public Hearing were published in The Norwalk Patriot and La Opinion and posted at City Hall on February 29, 2024, and March 1, 2024, respectively; and
WHEREAS, the Plan was made available from March 25, 2024 to April 26, 2024 for citizens to review and make comments before the adoption to City Council. Copies of the Plan were made available at City Hall (Community Development Department) and the City website; and
WHEREAS, the Social Services Commission of the City of Norwalk held one (1) study session concerning the Plan on January 4, 2024; and WHEREAS, the City Council of the City of Norwalk conducted a Public Hearing on March 19, 2024 concerning the development of the Plan; and WHEREAS, the City Council of the City of Norwalk conducted a Public Hearing on June 4, 2024 to receive public comment on the Plan; and WHEREAS, proposed CDBG and HOME projects and activities are consistent with the United States Department of Housing and Urban Development’s National Objectives and the goals identified in the 2020-2025 Consolidated Plan.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.City Council approves the Fiscal Year 2024/25 Annual Action Plan.
Section 2.The City Manager is authorized to execute and transmit all required documents to the United States Department of Housing and Urban Development.
Resolution No. 24-XX Page 2 of 2
Section 3.The Mayor, or presiding officer, is hereby authorized to affix his signature to this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or her duly appointed deputy, is directed to attest thereto.
APPROVED AND ADOPTED on this 4th day of June 2024.
MARGARITA L. RIOS
MAYOR
ATTEST:
I, Theresa Devoy, City Clerk of the City of Norwalk, California DO HEREBY CERTIFY that the foregoing Resolution, being Resolution No. 24-29 has been duly signed by the Mayor and attested by the City Clerk, all at a regular meeting of the Norwalk City Council, held June 4, 2024, and that the same was approved by the following vote to wit:
AYES:
NOES:
____________________________
THERESA DEVOY, CMC
CITY CLERK
Attachment No. 2
Community Development Block Grant (CDBG) &
HOME Investment Partnerships Program
DRAFT
ANNUAL ACTION PLAN
PROGRAM YEAR 2024-2025
(July 1, 2024 through June 30, 2025)
Public Review Period
March 25, 2024 – April 25, 2024
Community Development Department
Housing & Neighborhood Development
Annual Action Plan
2024
Annual Action Plan
2024
2 Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)
1. Introduction
The City of Norwalk is required to prepare and submit an Annual Action Plan (Action Plan) as an application to receive federal funds form the U.S. Department of Housing and Urban Development (HUD). The Fiscal Year (FY) 2024-2025 AAP represents the fifth year of the City’s 2020-2025 Consolidated Plan. The purpose of this Action Plan is to provide details on how funds will be allocated to specific programming with the expected outcomes.
For 2024-2025, the City of Norwalk is expected to receive approximately $1,207,097 in Community Development Block Grant (CDBG) funds and $505,414 in HOME Investment Partnerships Program (HOME) funds. The Community Development Department, specifically the Housing and Neighborhood Division, is the responsible agency who will prepare all HUD-required reports. This Action Plan will cover activities beginning July 1, 2024 and ending on June 30, 2025.
2. Summarize the objectives and outcomes identified in the Plan This could be a restatement of items, or a table listed elsewhere in the plan or a reference to another location. It may also contain any essential items from the housing and homeless needs assessment, the housing market analysis or the strategic plan.
Objectives and outcomes identified in the Action Plan reflect the goals and strategies established in the 2020-2025 Consolidated Plan (ConPlan). The ConPlan represent high priority needs for the City of Norwalk, which were determined through detailed data collection and analysis of affordable housing, homelessness, and non-housing community development as well as community meetings and stakeholder interviews. The City has identified the following ConPlan goals listed below:
•Provide decent affordable housing;
•Maintain and promote neighborhood preservation;
•Support special needs programs and services;
•Construct or upgrade public facilities and infrastructure; and •Attract and retain job generating businesses.
Annual Action Plan
2024
3 In short, the following findings illustrate how the City determined priority needs:
•Homeowners making between 30 to 80 percent area median income (AMI) was found to experience the greatest number of issues with severe housing problems. •54 percent of households were considered to be cost burdened households, or households who spent more than 30 and 50 percent of their total income on housing costs.
•35.5 percent of individuals who are 65 years of age or older were reported to have one or more disability.
The City will continue to utilize CDBG and HOME funds to provide services for Norwalk residents that reflect the priorities of the ConPlan to guide which activities serves the greater need of the area.
3. Evaluation of past performance
This is an evaluation of past performance that helped lead the grantee to choose its goals or projects.
The City of Norwalk prepares the Consolidated Annual Performance and Evaluation Report (CAPER) that outlines how objectives listed in the previous Action Plan were met. The City successfully implemented the FY 2023-2024 Annual Action Plan. The following lists a few of the City’s great accomplishments:
•Assisted 4 households through the Tenant-Based Rental Assistance (TBRA) Security Deposit Assistance.
•Rehabilitated 12 rental units.
•Served 20 individuals through the Emergency Assistance Program. •Provide 588 individuals with residential treatment and transitional housing with services for residents experiencing homelessness with substance abuse and behavioral health needs.
•Provided resources, such as shelter, food, counseling, and case management, to 38 unsheltered persons and victims of domestic violence.
The City recognizes and will continue to evaluate past performances to ensure the City and its subrecipients are implementing activities effectively. Despite the spread of an infectious disease, the City will continue to work with its partnerships to ensure gaps in services are addressed.
Annual Action Plan
2024
4 4. Summary of Citizen Participation Process and consultation process Summary from citizen participation section of plan.
Residents and serving organizations were encouraged to participate during the Annual Action Plan review process. Opportunities to comment included the ability to email public comments, or mailing written comments.
The first public hearing in the Action Plan process was held Tuesday, March 19, 2024 at 6:00 PM.
This hearing informed Norwalk City Council of the Annual Action Plan and solicited public comments prior to the kickoff of the 30-day review period. A draft Action Plan is being made available for public review beginning March 25, 2024 and ending April 25, 2024. The Plan is also made available at the following physical and virtual locations:
•City of Norwalk, Community Development, Room #12, 12700 Norwalk Blvd., Norwalk, CA; •City of Norwalk, Social Services Center, 11929 Alondra Blvd., Norwalk, CA; •Norwalk Regional Library, 12350 Imperial Hwy., Norwalk, CA; and • www.norwalk.org/city-hall/departments/community-development/housing- neighborhood-development.
The second public hearing will be held on or before Tuesday, June 4, 2024 at 6:00 PM. This hearing will solicit public comments and request approval from Norwalk City Council to adopt the Action Plan.
In compliance with the Americans with Disabilities Act (ADA), the City will provide accessibility services and assisted hearing devices for both public hearings.
5. Summary of public comments
This could be a brief narrative summary or reference an attached document from the Citizen Participation section of the Con Plan.
All public comments received will be addressed and incorporated into the final Action Plan.
6. Summary of comments or views not accepted and the reasons for not accepting them
7. Summary
The City of Norwalk ensured all citizens were provided reasonable notice and opportunity to comment during the Annual Action Plan as set forth in its Citizen Participation Plan. The CDBG Annual Action Plan
2024
5 and HOME programs were designed to address housing, non-housing, and community development needs for the low- and moderate-income population. Therefore, the City ensured to address all public comments received.
Annual Action Plan
2024
6 PR-05 Lead & Responsible Agencies – 91.200(b)
1. Agency/entity responsible for preparing/administering the Consolidated Plan Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source.
Agency Role Name Department/Agency
CDBG Administrator NORWALK Community Development
HOME Administrator NORWALK Community Development
Table 1 – Responsible Agencies
Narrative (optional)
The Community Development Department is responsible for overseeing the administration of both the CDBG and HOME program.
Administration includes preparation of HUD-required reporting, implementation of HUD-funded programs, and review compliance of all subrecipients of HUD funds. Lastly, the Community Development Department also administers the Norwalk Housing Authority.
Consolidated Plan Public Contact Information
Bethani Cardenas, Housing Manager
Housing and Neighborhood Development Division
12700 Norwalk Blvd.
Norwalk, CA 90650
(562) 929-5951
[email protected]
Annual Action Plan
2024
7 AP-10 Consultation – 91.100, 91.200(b), 91.215(l)
1. Introduction
In preparation of the Annual Action Plan, the City consulted with public and private agencies, including local and regional based organizations, to understand the community’s needs and available resources. The City also met with several department representatives to provide information about the Action Plan and its processes. Lastly, City staff met with City Councilmembers to review the proposed Action Plan and gain insight of programs that would best serve their constituents. As illustrated in the Citizen Participation Plan, the City of Norwalk Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l))
The City of Norwalk will continue to enhance coordination between service providers and internal departments by working closely with Norwalk residents and funding public service agencies, such as Fair Housing Services. The Norwalk Housing Authority also administers the Housing Choice Voucher (Section 8) program, Emergency Voucher Program, and Mainstream Vouchers. Every year, residents are encouraged to contribute and participate in the Housing Authority’s One-Year Plan. By encouraging public participation and providing information on the availability of various programs, the City will continue to accurately access the direct needs of the community.
Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness.
The City of Norwalk is located in the County of Los Angeles and coordinates with the Los Angeles Homeless Services authority (LAHSA) Continuum of Care (CoC). The City is served by Service Planning area 7 (SPA 7). LAHSA provides essential data, such as the Point-In-Time Count, which can be used to calculate need for people experiencing homelessness.
The City is also participating in the County of Los Angeles’ initiative to combat homelessness and is working to identify ways the City can contribute to the County’s strategies identified in a Los Angeles County Homeless Initiative report dated February 2016. In addition, the City has been providing funds to Kingdom Causes Bellflower for Homeless Prevention and Rapid Rehousing services.
Annual Action Plan
2024
8 The City of Norwalk is a member of the Gateway Cities Council of Governments (COG), which is leading an effort to address homelessness within our region. By action of the Board of Directors, policy direction was given to seek funding and collaboration in developing a plan to advance individuals from homelessness to a stabilized and productive life. The Gateway Cities COG partnered with the County of Los Angeles in making the homeless initiative a reality.
CDBG funding is provided to the Social Services Department for an Emergency Assistance Program, which provides assistance with utility and rental arrears and temporary motel vouchers. The program is open to low-income Norwalk resident in need of emergency assistance, but principally benefits families with children. HOME funding is provided to the Norwalk Housing Authority for TBRA – Security Deposit Assistance, which provides assistance to homeless and Section 8 applicants for security deposit assistance of new lease-ups to the Housing Choice Voucher Program. The City collaborates with Kingdom Causes to provide security deposit assistance to homeless individuals and families seeking permanent housing in Norwalk. This program is funded through the City’s Housing Successor Agency funds and administered by the Housing Authority.
Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City does not receive ESG funds and does not submit any ESG-related reports to HUD.
However, the City continues to work closely with LAHSA to obtain Homeless Management Information System (HMIS) data for housing and services to individuals and families at-risk or currently experiencing homelessness. The City will continue to support the network of homeless service providers existing in and serving Norwalk.
2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities
Annual Action Plan
2024
9 Table 2 – Agencies, groups, organizations who participated Agency/Group/Organization Norwalk La Mirada Unified School District Agency/Group/Organization Type Services-Education
What section of the Plan was addressed by Consultation? Homeless Needs - Families with children Homelessness Needs - Unaccompanied youth
1 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization PATH (People Assisting the Homeless) Agency/Group/Organization Type Housing
Services-homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homelessness Needs - Veterans
Homelessness Strategy
2 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization San Antonio Gardens
Agency/Group/Organization Type Services - Housing
Services-Elderly Persons
What section of the Plan was addressed by Consultation? Housing Need Assessment 3 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Annual Action Plan
2024
10 Agency/Group/Organization Center Pointe Villas
Agency/Group/Organization Type Services - Housing
Services-Elderly Persons
What section of the Plan was addressed by Consultation? Housing Need Assessment 4 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Kingdom Causes Bellflower
Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless Homeless Needs - Families with children
Homelessness Needs - Veterans
Homelessness Needs - Unaccompanied youth
Homelessness Strategy
5 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Southern California Resource Services for Independent Living Agency/Group/Organization Type Services-Persons with Disabilities What section of the Plan was addressed by Consultation? Non-Homeless Special Needs 6 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Annual Action Plan
2024
11 Agency/Group/Organization Su Casa - Ending Domestic Violence Agency/Group/Organization Type Services-Victims of Domestic Violence What section of the Plan was addressed by Consultation? Non-Homeless Special Needs 7 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Con Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Fair Housing Foundation
Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by Consultation? Housing Need Assessment Non-Homeless Special Needs
8 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization The Whole Child
Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Families with children 9 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization LOS ANGELES CENTERS FOR ALCOHOL & DRUG ABUSE10 Agency/Group/Organization Type Services - Housing
Services-homeless
Services-Health
Annual Action Plan
2024
12 What section of the Plan was addressed by Consultation? Homelessness Strategy Non-Homeless Special Needs
Briefly describe how the Agency/Group/Organization was
consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Homes for Life
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by Consultation? Homeless Needs - Chronically homeless 11 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization HOME OWNERSHIP FOR PERSONAL EMPOWERMENT (HOPE) Agency/Group/Organization Type Housing
Services-Persons with Disabilities
What section of the Plan was addressed by Consultation? Housing Need Assessment 12 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Partnership Housing Inc.
Agency/Group/Organization Type Housing
13 What section of the Plan was addressed by Consultation? Housing Need Assessment Market Analysis
Annual Action Plan
2024
13 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization Norwalk Housing Authority
Agency/Group/Organization Type PHA
What section of the Plan was addressed by Consultation? Housing Need Assessment Public Housing Needs
14 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
Agency/Group/Organization JOVENES, INC.
Agency/Group/Organization Type Services - Housing
Services-homeless
What section of the Plan was addressed by Consultation? Housing Need Assessment Homelessness Needs - Unaccompanied youth
15 Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the
consultation or areas for improved coordination?
Agency was invited to participate in public hearings and 30-day review of the Plan. The anticipated outcome of the consultation is improved data and planning within the selected sections above.
The Community Development Department received the following applications for the NOFA of CDBG public services funding availability:
•Community Legal Aid SoCal
•L.A. CADA
•Norwalk La Mirada Unified School District Adult School Annual Action Plan
2024
14 •Jovenes, Inc.
•The Whole Child
Social Service Commissioners then ranked each application based on the experience of the agency, proposed services to be provided, and available grant funds. Activities were awarded the grant amount after complete review by the Social Service Commissioners and Director of Social Services to ensure the funded programs aligned with the needs of the community.
Identify any Agency Types not consulted and provide rationale for not consulting No public agencies were intentionally left out of the consultation process. Norwalk, to the best of its ability, was in contact with all known local organizations and agencies that are relevant to the CDBG and HOME activities.
Other local/regional/state/federal planning efforts considered when preparing the Plan Name of Plan Lead
Organization
How do the goals of your Strategic Plan overlap with the goals of each plan? Continuum of
Care LAHSA
The County of Los Angeles is a Continuum of Care applicant and conducts homeless counts, surveys of the homeless population, and strategic planning to end homelessness. Consistent with the goals of the CoC, the City of Norwalk's Strategic Plan will provide support to nonprofits that meet the social service needs of residents with an emphasis on homeless prevention and rapid rehousing Housing Element City of Norwalk
Based on the Regional Housing Needs Allocation (RHNA) set forth by the State of California, the Housing Element is the City's chief policy document for the development of affordable and market rate housing. Consistent with this policy document, the City will maintain and enhance the quality of existing residential neighborhoods and promote and encourage fair housing opportunities for all economic segments of the community, regardless of age, sex, ethnic background, physical condition, or family size.
Annual Action Plan
2024
15 Name of Plan Lead
Organization
How do the goals of your Strategic Plan overlap with the goals of each plan? Homelessness
Plan City of Norwalk
On April 10, 2018, the City Council adopted a Plan to Prevent and Combat Homelessness. The City's strategic plan includes utilization of CDBG public services for homeless and residents at risk of homelessness. The City released a Request for Proposal (RFP) for Preparation of a Plan to Reduce Homelessness. A Strategic Action Plan to Address Homelessness in the City of Norwalk was adopted on December 2023. The Strategic Action Plan identifies five goals.
1. Increase inventory of supportive housing.
2. Strengthen outreach efforts to provide a swift and targeted response.
3. Advance prevention programs to stop at –risk residents from falling into homelessness.
4. Improve data racking capabilities and report progress against performance measurements.
5. Drive better outcomes through communication efforts, legislative action, and funding optimization.
Table 3 – Other local / regional / federal planning efforts Annual Action Plan
2024
16 AP-12 Participation – 91.105, 91.200(c)
1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting The City of Norwalk provided a detailed Citizen Participation Plan which outlined numerous opportunities residents and interested organizations could participation in the ConPlan and Action Plan process. In compliance with HUD regulation and the City’s Citizen Participation Plan, the City provided many opportunities for participation and public commenting throughout the Action Plan process.
The first public hearing was held before City Council on March 19, 2024. The draft Action Plan was made available from March 25, 2024 to April 25, 2024. The second public hearing is to be held on June 4, 2024.
The City also published notice of the public hearings and the start of the 30-day public review and commenting period in its official newspaper, The Norwalk Patriot. The hearing was held at Norwalk City Hall Council Chambers but also allowed public comments through email, call-in, and written comments.
Citizen Participation Outreach
Sort Order Mode of Outreach Target of Outreach Summary of response/attendance
Summary of
comments received
Summary of comments
not accepted
and reasons
URL (If
applicable)
1 Newspaper Ad
Non-
targeted/broad
community
General circulation
The Norwalk Patriot
Not applicable Not applicable
2 Newspaper Ad
Non-
targeted/broad
community
General Circulation
La Opinion
Not applicable Not applicable
3 Public Hearing
Non-
targeted/broad
community
9/17 See attached Not applicable City Agenda
webpage
Annual Action Plan
2024
17 Sort Order Mode of Outreach Target of Outreach Summary of response/attendance
Summary of
comments received
Summary of comments
not accepted
and reasons
URL (If
applicable)
3 Newspaper Ad
Non-
targeted/broad
community
General circulation
The Norwalk Patriot Not applicable Not applicable
4 Newspaper Ad
Non-
targeted/broad
community
General Circulation
La Opinion Not applicable Not applicable
5 Public Hearing
Non-
targeted/broad
community
TBD TBD Not applicable
Table 4 – Citizen Participation Outreach
Annual Action Plan
2024
18 Expected Resources
AP-15 Expected Resources – 91.220(c)(1,2)
Introduction
The City is expected to receive an estimate of $1,207,097 in CDBG funds and $505,414 in HOME funds. However, like many participating jurisdictions, the City of Norwalk received a great decrease from previous allocations from HUD due to the fluctuating federal and state resources made available. The City will adjust this figure accordingly and will prepare the Action Plan to reflect its funding reality. Program income and carryover monies from previous years will be allocated to Affordable Housing, Economic Development and/or Capital Improvement Projects.
Anticipated Resources
Expected Amount Available Year 1Program Source
of Funds
Uses of Funds
Annual
Allocation:
$
Program
Income:
$
Prior Year
Resources:
$
Total:
$
Expected
Amount
Available
Remainder
of ConPlan
$
Narrative Description
CDBG public -
federal
Acquisition
Admin and
Planning
Economic
Development
Housing
Public
Improvements
Public Services $977,097 130,000 $100,000 $1,207,097 $0 In Year 5, the City will receive
$1,207,097 in CDBG Entitlement funds.
Any unencumbered funds from prior
year(s) resources will be allocated to
capital improvement projects or
economic development activity.
Annual Action Plan
2024
19 Expected Amount Available Year 1Program Source
of Funds
Uses of Funds
Annual
Allocation:
$
Program
Income:
$
Prior Year
Resources:
$
Total:
$
Expected
Amount
Available
Remainder
of ConPlan
$
Narrative Description
HOME public -
federal
Acquisition
Homebuyer
assistance
Homeowner
rehab
Multifamily
rental new
construction
Multifamily
rental rehab
New
construction for
ownership
TBRA $240,414 $30,000 $235,000 $505,414 $0
In Year 5, the City will receive $505,414
in HOME Entitlement Funds. Any
unencumbered funds from prior year(s)
resources will be allocated to an
affordable housing project.
Table 5 - Expected Resources – Priority Table
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied
Entitlement Funds
City is expected to receive an estimate of $1,207,097 in CDBG funds and $505,414 in HOME funds. The City does not receive ESG or HOPWA funds and does not report on these grants.
Annual Action Plan
2024
20 Housing Bond Funds
The City will allocate funds from the former Successor Redevelopment Agency – Housing Set-Aside for Homeless Prevention and Rapid Rehousing. The HOME matching requirement may be satisfied through the City’s Housing Bond funds, private developers, or City- owned land dedicated to affordable housing.
HOME-ARP Funds
The City submitted its HOME Investment Partnerships American Rescue Plan Program (HOME-ARP) Allocation Plan as an application to receive additional funding to reduce homelessness and increase housing stability throughout Norwalk. Norwalk secured $1,231,940 of HOME ARP funds to design, construct, and operate a permanent affordable housing development in the Norwalk Entertainment District with an experienced housing development organization. These funds will be allocated to support the development of affordable units specifically for veterans experiencing homelessness and individuals within 30 to 80 percent of the AMI. Mental health and homeless services will also be provided at the housing development site.
Annual Action Plan
2024
21 If appropriate, describe publically owned land or property located within the jurisdiction that may be used to address the needs identified in the plan Discussion
The City currently does not own land that could be used to address the needs identified in the ConPlan.
However, the City aims to leverage HOME-ARP funds to provide affordable units to veterans experiencing homelessness and individuals within 30 to 80 percent of the AMI.
Annual Action Plan
2024
22 Annual Goals and Objectives
AP-20 Annual Goals and Objectives
Goals Summary Information
Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
1 Increase affordable
housing
opportunities
2020 2025 Affordable
Housing
City Wide Provide decent
affordable housing
HOME:
$30,000 Tenant-based rental assistance /
Rapid Rehousing: 4 Households
Assisted
2 Preserve,
rehabilitate and
enhance existing
public infrastructure
2020 2025 Non-Housing
Community
Development
City Wide Construct or
upgrade public
facilities and
infrastructure
CDBG:
$385,114
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit
3 Provide vital support
services
2020 2025 Public Service City Wide Support special
needs programs
and services
CDBG:
$146,564
Public service activities other than
Low/Moderate Income Housing
Benefit: 425 Persons Assisted
4 Enhance economic
development
opportunities
2020 2025 Non-Housing
Community
Development
Qualified
Census
Tracts
Construct or
upgrade public
facilities and
infrastructure
CDBG:
$480,000
Facade improvement/business
building rehabilitation/business
retention/business outreach and
attraction: 2 Businesses
Annual Action Plan
2024
23 Sort
Order
Goal Name Start
Year
End
Year
Category Geographic
Area
Needs Addressed Funding Goal Outcome Indicator
5 Planning and grant
administration
2020 2025 Planning City Wide Provide decent
affordable housing
Maintain and
promote
neighborhood
preservation
Support special
needs programs
and services
Create public
awareness of fair
housing
CDBG:
$195,419
HOME:
$24,041
Other
Table 6 – Goals Summary
Goal Descriptions
Goal Name Increase affordable housing opportunities1
Goal
Description
Addresses the need to provide decent affordable housing.
Norwalk seeks to increase the affordable housing stock by supporting: the planning, design, and construction of new housing units; homeownership through new or existing home buyer and rental assistance programs; new multifamily rental unit construction; the building or converting existing buildings for homeless housing; housing construction vocational and skills training programs, CHDO agencies and project work, security deposit assistance and tenant-based rental assistance, and education and community outreach.
Annual Action Plan
2024
24 Goal Name Preserve, rehabilitate and enhance neighborhoods2 Goal
Description
Addresses need to maintain and promote Neighborhood Revitalization.
Norwalk supports enhancing existing housing stock by improving housing conditions, decreasing vacancy, and creating decent and livable homes, which will ultimately increase housing opportunities for low- and moderate-income and homeless families through the following types of activities: housing acquisition and/or rehabilitation; and homebuyer and rental assistance programs.
Goal Name Provide vital support services3
Goal
Description
Addresses the need to support special needs programs and services.
Norwalk will continue to support innovative services that address outstanding needs that provide a benefit to wide sectors of the community.
Goal Name Enhance economic development opportunities4
Goal
Description
Construct or upgrade public facilities and infrastructure.
Norwalk shall establish a stable, healthy, and balanced economic base, which is compatible with the community’s needs.
Norwalk shall promote businesses that provide a variety of goods and services and employment opportunities by assisting commercial property owners with business operations and expansion loan programs, façade improvement grant and loan programs, and workforce training and development programs.
Annual Action Plan
2024
25 Goal Name Planning and grant administration5
Goal
Description
Planning and Administration.
Norwalk will continue to provide planning and administration services required to manage and operate the City’s CDBG and HOME programs. Such funds will assist in managing community development, housing, and economic development programs. Funds will also be used for other planning initiatives such as strategies to further fair housing and infrastructure planning.
Annual Action Plan
2024
26 Projects
AP-35 Projects – 91.220(d)
Introduction
For FY 2024-2025, the City will use entitlement funds to address its priority housing and community activity needs by undertaking the following projects listed below. Previous year(s) resources and program income will be allocated towards housing rehabilitation projects, affordable housing, and/or capital improvement projects.
Projects
# Project Name
1 Program Administration - CDBG
2 HOME - Program Administration
3 Fair Housing Services
4 Emergency Services Social Services Center
5 Community Legal Aid So Cal
6 Norwalk La Mirada Unified School District
7 Los Angeles Centers for Alcohol & Drug Abuse
8 Jovenes, Inc.
9 Capital Improvement Project- CDBG
10 Economic Development Activities
11 CHDO Set-Aside
12 TBRA Security Deposit Assistance
13 Affordable Housing Project
Table 7 - Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
The City allocated CDBG and HOME funds to benefit vulnerable populations as they are at higher risk of homelessness due to limited income and other crucial issues that require supportive services. These activities address the priority needs described in the ConPlan.
Annual Action Plan
2024
27 AP-38 Project Summary
Project Summary Information
Annual Action Plan
2024
28 Project Name Program Administration - CDBG
Target Area City Wide
Goals Supported Planning and administration
Needs Addressed Provide decent affordable housing
Maintain and promote neighborhood preservation
Support special needs programs and services
Funding CDBG: $182,419
Description Norwalk will continue to provide planning and administration services required to manage and operate the City’s CDBG program. Such funds will assist in managing community development, housing, and economic development programs. Funds will also be used for other planning initiatives such as strategies for affordable housing and infrastructure planning.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
Other
Location Description CDBG Program Administration is located at Norwalk City Hall, 12700 Norwalk Boulevard, Room 12, Norwalk, CA 90650
1 Planned Activities Program administrative costs of CDBG and Fair Housing operations.
Project Name Program Administration - HOME
Target Area City Wide
Goals Supported Planning and administration
Needs Addressed Support special needs programs and services Funding HOME: $24,041
Description Norwalk will continue to provide planning and administration services required to manage and operate the City's HOME program. Such funds will assist in managing housing initiatives, rehabilitation, and new affordable housing development.
2 Target Date 6/30/2025
Annual Action Plan
2024
29 Estimate the number
and type of families
that will benefit from
the proposed activities
Other
Location Description HOME Program Administration is located at Norwalk City Hall, 12700 Norwalk Boulevard, Room 12, Norwalk, CA 90650
Planned Activities Program administrative costs for HOME operations. Fair Housing program is listed separately but is funded out of CDBG program administration.
Project Name Fair Housing Services
Target Area City Wide
Goals Supported Planning and administration
Needs Addressed Create public awareness of fair housing Funding CDBG: $13,000
Description Funding for Fair Housing Services
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
Approximately 100 residents
Location Description The Fair Housing Foundation is located at 3605 Long Beach Blvd., #302, Long Beach, CA provides Norwalk residents with fair housing services.
3 Planned Activities Fund the Fair Housing Foundation services for City of Norwalk to provide training, outreach, and legal services to ensure that all housing is available without discrimination.
Project Name Emergency Services Social Services Center
Target Area City Wide
Goals Supported Provide vital support services
Needs Addressed Support special needs programs and services Funding CDBG: $75,000
4 Description Provide rental assistance for homeless individuals and families to prevent eviction, for utility assistance, and for temporary lodging vouchers.
Annual Action Plan
2024
30 Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
25 low- to moderate- income households
Location Description Program will be located at the Social Services Center, 11929 Alondra Blvd. in Norwalk.
Planned Activities Provide homeless prevention services, such as utility assistance, emergency rental assistance and motel vouchers, for low- to moderate- income residents.
Project Name Community Legal Aid
Target Area City Wide
Goals Supported Provide vital support services
Needs Addressed Support special needs programs and services Funding CDBG: 18,827
Description Fund services and operations in connection with legal counseling & services to victims of domestic abuse and evictions of tenants.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
50 Location Description Legal aid office location 12501 Imperial Hwy, Norwalk 90650 5 Planned Activities Provide legal counseling at the Social Services Center and legal assistance to DV victims; tenant rights and debt collection legal assistance.
Project Name Norwalk La Mirada Adult School Job Training Target Area City Wide
Goals Supported Enhance economic development opportunities Needs Addressed Create job generating businesses and job training Funding CDBG: $17,579
6 Description Provide job training to assist residents with obtaining skills necessary to obtain jobs in fields that are in demand.
Annual Action Plan
2024
31 Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
Approximately 12 low to moderate income residents.
Location Description Training will be provided by the Norwalk-La Mirada Adult School at three campuses located at 12940 East Foster Road in Norwalk, 15920 Barbata Rd., in La Mirada or 13520 Adelfa Dr. in La Mirada.
Planned Activities Provide scholarships to low- and moderate- income residents participating in certificated occupational training through the Norwalk-La Mirada Adult School.
Project Name Los Angeles Centers for Alcohol and Drug Abuse Target Area City Wide
Goals Supported Provide vital support services
Needs Addressed Support special needs programs and services Funding CDBG: $17,579
Description Drug and alcohol addiction treatment.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
150 low-to-moderate income individuals.
Location Description Los Angeles Centers for Alcohol and Drug Abuse (LA-CADA) is located at 11015 Bloomfield Ave. in Santa Fe Springs.
7 Planned Activities Provide funding for outreach to Norwalk residents, coordination with homeless service providers, dedicated counselors to accept direct referrals, and provide residential substance abuse treatment.
Project Name Jovenes, Inc.
Target Area City Wide
Goals Supported Provide vital support services
Needs Addressed Support special needs programs and services Funding CDBG: $17,579
8 Description Funds services and operations in connection with transitional housing for homeless transitional age youth (18 to 24years old).
Annual Action Plan
2024
32 Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
15 homeless youth
Location Description Jovenes office location is 12106 Front St in Norwalk Planned Activities Provide financial assistance to Jovenes, Inc. to operate transitional housing with services for homeless transitional age youth (ages 18- 24).
Project Name Capital Improvement Project - CDBG
Target Area CDBG eligible Census tracts
Goals Supported Preserve, rehabilitate, and enhance existing public infrastructure Needs Addressed Construct or upgrade public facilities and infrastructure Funding CDBG: $385,114
Description Undertake street rehabilitation and improvements to sidewalks, curbs, gutters and ADA accessible ramps in CDBG eligible census tracts.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
Approximately 2,625 low to moderate income residents will benefit.
Location Description CDBG eligible census tracts
9 Planned Activities Street rehabilitation and improvements to sidewalks, curbs, gutters, and ADA accessible ramps.
Project Name Economic Development Activities
Target Area Qualified Census Tracts
Goals Supported Enhance economic development opportunities Needs Addressed Create job generating businesses and job training Funding CDBG: $480,000
10 Description Provide financial assistance to local businesses for expansion, building improvements, new employee salaries and or equipment creating more sustainable neighborhoods, business outreach and/or retention Annual Action Plan
2024
33 Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
One business to be assisted for building improvement and equipment.
Location Description Commercial areas within the City of Norwalk CDBG eligible census tracts.
Planned Activities Provide assistance to commercial property owners to make building improvements, business outreach and/or retention
Project Name CHDO Set-Aside
Target Area City Wide
Goals Supported Increase affordable housing opportunities Needs Addressed Provide decent affordable housing
Funding HOME: $36,062
Description Assistance to Community Housing Development Organization (CHDO) to provide affordable housing.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
To be determined
Location Description To be determined
11 Planned Activities Provide assistance to a CHDO to provide affordable housing.
Project Name TBRA Security Deposit Assistance
Target Area City Wide
Goals Supported Increase affordable housing opportunities Needs Addressed Provide decent affordable housing
Funding HOME: $30,000
Description Provide one-time grant to Section 8 voucher holders and the homeless to assist with security deposits.
12 Target Date 6/30/2025
Annual Action Plan
2024
34 Estimate the number
and type of families
that will benefit from
the proposed activities
15 very low-income households
Location Description Administrative services will be provided at the Housing Authority, 12700 Norwalk Boulevard, Room 12, Norwalk CA 90650
Planned Activities Provide grants for security deposits to new Section 8 voucher holders and homeless individuals.
Project Name Affordable Housing Project
Target Area Qualified Census Tracts
Goals Supported Increase affordable housing opportunities Needs Addressed Provide decent affordable housing
Funding HOME: $368,345
Description Provide financial assistance to a developer for development of affordable housing units.
Target Date 6/30/2025
Estimate the number
and type of families
that will benefit from
the proposed activities
To be determined
Location Description To be determined
13 Planned Activities Provide assistance to a developer for development of affordable housing project. The City may utilize additional HOME funds to complete a more substantial project or provide additional assistance for the HOME ARP Project.
Annual Action Plan
2024
35 AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The City ensures to provide services funded through entitlement funds to be made available citywide to service Norwalk residents. However, for specific CDBG programs such as capital improvement and business incentive programs, assistance will be provided to census tracts tat qualify on an “area benefit” basis. As determined by HUD, an area benefit activity is one that benefits all residents of an area in which it is primarily residential and whereas 51 percent of the population is low- and moderate-income. The City utilized American Census Survey data to prepare a map that illustrates qualified census tracts and block groups that may qualify under area benefit.
Annual Action Plan
2024
36 Geographic Distribution
Target Area Percentage of Funds
City Wide 100
Table 8 - Geographic Distribution
Rationale for the priorities for allocating investments geographically The City will make CDBG and HOME funded activities available citywide. For example, social services, economic development, job training efforts, affordable housing development, and homeless prevention efforts will be taken as citywide initiatives.
For infrastructure, roads, and/or sidewalk improvements, the City will provide ensure qualified census tracts will be assisted.
Discussion
Overall, the City of Norwalk will make CDBG and HOME programs available citywide to continue providing services to the low- and moderate-income individuals and households. This direction and overall goals support the priorities established in the 2020-2025 Consolidated Plan and will greatly benefit Norwalk residents.
Annual Action Plan
2024
37 Affordable Housing
AP-55 Affordable Housing – 91.220(g)
Introduction
The AAP must specify goals for the number of homeless, non-homeless, and special needs households to be provided affordable housing within the program year. The AAP must also indicate the number of affordable housing units that will be provided by program type, including rental assistance, production of new units, rehabilitation of existing units, or acquisition of existing units. For the purpose of this section, the term “affordable housing” is defined in the HOME regulations at 24 CFR 92.252 for rental housing and 24 CFR 92.254 for homeownership.
One Year Goals for the Number of Households to be Supported Homeless 10
Non-Homeless 15
Special-Needs 0
Total 25
Table 9 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households Supported Through Rental Assistance 15
The Production of New Units
Rehab of Existing Units
Acquisition of Existing Units 0
Total 15
Table 10 - One Year Goals for Affordable Housing by Support Type Discussion
There is a lack of decent affordable units across the board in the City of Norwalk, resulting in much of the housing stock being out of the affordable range. For low-income renters, access to decent affordable units is even more daunting. According to 2017-2021 ACS data, 60% of renters were cost burdened or paying more than 30% of their income on housing (census.gov). In 2023, Fair Market rents were considerably higher than HOME Rents.
Of the residents living below the poverty level, 65.9% are renters (census.gov). This data coupled with the City’s 2023 rental vacancy rate of (3.5%) points to the difficulty of accessing quality affordable units for lower income residents.
The lack of affordable housing in Norwalk’s housing market will be addressed in FY 2024/25 with several City initiatives including: Security Deposit Assistance Program, , Emergency Services Program, and through Annual Action Plan
2024
38 job training efforts to increase household incomes. TBRA, operated by the Norwalk Housing Authority, will provide $30,000 in HOME funding to assist Housing Choice voucher holders and the homeless with security deposit.
The City is actively engaging with developers for affordable housing projects. The City is collaborating with Primestor for affordable housing development on two sites:
1. The Walk
This proposed project includes the construction of mixed use development with residential, commercial, and open space uses on the location of the current City Hall Lawn and surface parking lot. Up to 350 residential units with associated amenities and up to 110,000 square feet of commercial uses will be development.
2. Firestone and Clarkdale
This proposed project is bounded by the Firestone Blvd., Clarkdale Ave., Front St., and San Antonio Dr. The project proposes a residential unit development with approximately 76-units. The building will be comprised of studios, 1-bedrooms, and 2-bedrooms. The project is targeting a 2024 ground-breaking. The proposed development will be an important project in helping supply new housing needs within the area and help in the revitalization of the Front Street corridor.
Annual Action Plan
2024
39 AP-60 Public Housing – 91.220(h)
Introduction
The Norwalk Housing Authority administers the Housing Choice Voucher Program, Mainstream Vouchers, Emergency Housing Vouchers and the FSS Program. The Authority allocates 712 Housing Choice Vouchers, 15 Mainstream Vouchers, 46 Emergency Housing Vouchers, and 2 FSS slots. The Authority does not have any public housing units. The Authority's goals are to maximize voucher utilization, maintain "high performer" status, promote economic self-sufficiency, apply for new rental vouchers, if available, and undertake affirmative measures to provide a suitable living environment for families living in assisted housing regardless of race, color, religion, national origin, sex, familial status, and disability.
Like many cities in the county, homelessness continues to be a prominent issue for the city of Norwalk.
According to the Los Angeles Homeless Services Authority (LAHSA), 75,518 individuals were experiencing homelessness in Los Angeles County in 2023. According to LAHSA there were approximately 161 homeless individuals in the City of Norwalk in 2023 (-LAHSA conducted their most recent count in January 2024).
This data represents a decrease from the prior year, however, homelessness and the attendant problems of mental illness and substance abuse are continuing to be prominent issues across the city.
Los Angeles County resources to assist the homeless, including treatment for mental illness and addiction, as well as food, clothing and other day-to-day needs are stretched thin. Crime, unhealthy accommodations, panhandling, and other problems are constant. These are dealt with by Norwalk’s Department of Public Safety (DPS) and Department of Social Services (DSS), the Los Angeles County Sheriff’s Department (LASD), and the Los Angeles County Department of Mental Health (LADMH). In addition, non-profit organizations assist with services and outreach (e.g., the National Alliance on Mental Illness or NAMI).
Norwalk has bifurcated its approach to overall safety by contracting with the Los Angeles County Sheriff’s Department (LASD) and by establishing a civilian-based Department of Public Safety. LASD responds to calls for service through its Norwalk Station. LASD responds to calls for services that involve potential felony-related activity (disturbances, shootings, etc.), traffic, or special assignments (narcotics and vice).
Norwalk’s Department of Public Safety is responsible for quality-of-life issues, enforcing municipal codes, assisting at traffic accidents, enforcing parking restrictions, administering to the homeless, overseeing emergency management concerns, and other public safety matters.
Actions planned during the next year to address the needs to public housing The Authority does not have public housing. However, due to the limited supply of rental housing in Norwalk, the HOME program will be providing security deposit assistance to new Housing Choice Voucher Annual Action Plan
2024
40 holders to help voucher holders be more successful in securing rental housing.
Actions to encourage public housing residents to become more involved in management and participate in homeownership
The Authority does not own or maintain public housing at this time. However, the Authority encourages homeownership among its voucher program recipients through its Family Self-Sufficiency Program.
If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
The Authority is not designated as troubled. The Authority has received a standard performance designation by HUD.
Discussion
See above.
Annual Action Plan
2024
41 AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
This section describes the City’s one-year goals and the specific action steps it will undertake in the program year to carry out the homeless strategy outlined in SP-60 Homelessness Strategy. It will also describe the jurisdiction’s one-year goals and specify the activities it will undertake to serve the housing and supportive service needs of non-homeless populations who require supportive housing.
Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including
Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
On December 2023, the City of Norwalk adopted a new Strategic Action Plan to Address Homelessness in the City of Norwalk. The City of Norwalk aspires to provide housing and supportive services to the 150+ people currently experiencing homelessness in Norwalk, and codify processes to better address homelessness in the future. The city’s mission is to treat everyone with dignity and compassion. The Strategic Plan serves as the City’s comprehensive roadmap, outlining how the City intends to allocate and advocate for resources to ensure that experiences of homelessness are rare, brief and nonrecurring by seeking necessary resources from the county, state and within our community. The City had been making tremendous progress addressing homelessness before the pandemic. The number of people experiencing homelessness had declined by nearly half from 2017 to 2020, due to the Plan to Prevent and Combat Homelessness adopted by the City in 2018. The plan led to the creation of the Homeless Operation Prevention and Engagement (HOPE) team. The HOPE team, with other city social services and Community Development teams, non-profit organizations, and community groups yielded significant results: nearly 50% reduction in the number of people experiencing homelessness (down to 168 from 317) between 2017 and 2020. A significant setback occurred during the COVID pandemic. There was a surge in the homelessness count due to the termination of the emergency shelter program, Project RoomKey.
However, as the most recent Point-in Time count held in January 2023 the number of individuals experiencing homelessness in Norwalk was slightly lower than the pre-pandemic level. The City of Norwalk’s new Strategic Plan is reinforced by several guiding principles: to respond with urgency; maintain open channels of communication; foster cross-sector collaboration; adopt and promote best practices; and data driven decision-making. These principles will direct the 5 specific goals identified in the Plan:
1. Increase inventory of supportive housing.
2. Strengthen outreach efforts to provide a swift and targeted response.
3. Advance prevention programs to stop at –risk residents from falling into homelessness.
4. Improve data racking capabilities and report progress against performance measurements.
5. Drive better outcomes through communication efforts, legislative action, and funding Annual Action Plan
2024
42 optimization.
Each person experiencing homelessness will be assessed to identify their level of need to provide effective resources to assist them with appropriate treatment services, and housing including transitional shelter, residential treatment for the most vulnerable, to permanent supportive housing.
During the Program Year, the City plans to coordinate outreach with LAHSA, Los Angeles Drug and Alcohol, People Assisting the Homeless (PATH), Jovenes Inc., and The Whole Child. Coordination with such entities promotes communication about where homeless encampments are forming and progress the teams have made in assessing homeless individuals. The City uses the Los Angeles County Homeless Portal to refer homeless residents to the LAHSA outreach team.
The City will continue to support programs and strategies, which addresses the Priority Needs of Homeless Persons and Families in the following ways:
Provide CDBG funding to support programs and services for the homeless and those in need of housing assistance through its CDBG Public Service Funding, including the Emergency Assistance Program Use HOME funds to assist homeless individuals and families with security deposits.
Provide other funds to support homeless prevention and rapid rehousing services offered by The Whole Child and Kingdom Causes Bellflower.
The City will support the Homeless Operation Prevention and Engagement (HOPE) team. The HOPE team consists of two Public Safety Office II (PSO II) - one full time/ one part time, two Public Safety Officers I (PSO I)- one full time/one part time, two maintenance worker III (full time), two maintenance worker I (full time), and a code compliance staff/ commercial inspector that works with the team. The HOPE team has two teams that operate Monday- Friday from 5:00 AM to 2:00 PM and a night and weekend team that works Wednesday- Sunday from 12:30 PM- 8:30 PM. HOPE conducts outreach educates the homeless on available services, addresses resident and business concerns, conducts clean-ups of encampments and assists in enforcement of violations such as trespassing and public intoxication. LASD communicates with the HOPE team regarding those who are involved in felony-related activity or those whom LASD encounters outside of HOPE’s hours of operation. HOPE uses this approach to identify key areas of need and provide useful information to social services regarding homeless individuals in Norwalk.
The Housing Authority has a contract with the County of Los Angeles to receive Homeless Incentive Program (HIP) funds through Measure H. These funds help individuals experiencing homelessness who have received an HCV voucher through the Authority with security deposits, utility deposits and furniture.
Addressing the emergency shelter and transitional housing needs of homeless persons The City will continue to support the following emergency shelter and transitional housing needs of Annual Action Plan
2024
43 homeless persons through The City of Norwalk Social Services Department (SSD) and agencies funded under Public Services:
The SSD offers public assistance programs and services designed to assist homeless and low- income Norwalk residents and those in need of transitional services, emergency shelter or food. The SSD provides motel vouchers for up to three (3) nights, depending on the circumstance, for emergency lodging for persons in need of temporary shelter. Client must be working homeless provider agency or plan in place.
Los Angeles Centers for Alcohol and Drug Abuse (LA-CADA) provides residential treatment and transitional housing with services for homeless residents with substance abuse and behavioral health needs. CDBG funds will be used to increase substance abuse treatment outreach and coordination with the homeless outreach team.
Jovenes, Inc. provides transitional age youth between 18-24 years old experiencing homelessness with short-term temporary housing while they work on long term permanent housing goals. They assist youth with long-term housing placement, enrollment in benefits, and employment/mental health counseling.
CDBG funds will be used to continue assisting youth in transitioning to long-term housing.
Su Casa provides emergency and transitional housing for domestic violence survivors.
Additionally, the City will support the County's CoC funding application which includes transitional shelter programs and permanent supportive housing.
Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The HOPE team works with Norwalk’s Social Services Department to help the homeless population obtain specialized assistance. PSOs assist Social Services with their general understanding of the homelessness problem in Norwalk as well as maintaining information about clients. For example, HOPE maintains a working list of homelessness hot spots in the city based on census tracts.
City Net provides homeless navigation and outreach. Works with LAHSA and the Social Services Annual Action Plan
2024
44 Department to connect the unsheltered to permanent supportive housing and services.
Homeless Prevention and Rapid Rehousing Program;
Security Deposit Assistance Program;
Housing Choice Voucher Limited Homeless Preference and 46 Emergency Housing Vouchers; Emergency Assistance Program;
The Social Services Department (SSD) is the lead department in the City in coordination with the LAHSA and Gateway Cities and implementing homeless count efforts. CDBG funding is provided to SSD for an Emergency Assistance Program, which aids with utilities and temporary housing. The program is open to any low-income Norwalk resident in need of emergency assistance, but principally benefits families with children. The City will financially support programs and services for the homeless through its CDBG Public Service Funding. In addition, the City will use HOME funds to assist homeless individuals and families with security deposits.
Kingdom Causes Bellflower is able to help prevent families and individuals from becoming homeless by paying rental arrears, utility assistance, move-in cost of homeless neighbors from Norwalk. KCB also provides landlord mediation, referrals to other providers, case management, and budget counseling for households, all things that contribute to household stability.
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs.
SSD offers public assistance programs and services designed to assist low-income Norwalk residents and those in need of emergency shelter. According to SSD, motel vouchers are issued for up to three (3) nights, depending on the circumstance, for emergency lodging for persons in need of temporary shelter. Often times, persons seek this service because they need a place to sleep while they wait to be admitted into a homeless shelter, are unable to afford shelter for short period of time, need of a place to get cleaned up and rest or may have been displaced due to fire / home emergency.
Many of the constituents who seek assistance from SSD are low-income households at risk of homelessness or homeless. They come in for food assistance, dispute resolutions regarding complaints about the living conditions at motels and rental units, advocacy assistance for services through other agencies, and referrals to drug/alcohol rehabilitation facilities, homeless shelters, medical treatment Annual Action Plan
2024
45 facilities and other agencies.
The City has taken additional efforts to address homelessness by collaborating with the Gateway Cities Council of Governments, Gateway Connections Program, to offer housing and services to persons who are homeless. This program, along with the Social Services and Community Development Departments and the Authority, serves as a bridge between those who are in need and resources that are available.
The SSD is currently working with LAHSA on the annual Point-in-Time Homeless Count and refers families to The Whole Child Family Solutions Center and People Assisting the Homeless (PATH), which provide homeless services for SPA 7.
Discussion
See above.
Annual Action Plan
2024
46 AP-75 Barriers to affordable housing – 91.220(j)
Introduction:
With the absence of the Norwalk Redevelopment Agency, Low and Moderate Housing Set-Aside Funds and reduced CDBG and HOME Program funds, the City actively seeks replacement funding sources to recover lost funding in efforts to continue facilitating affordable housing. It is unlikely that the City will be able to recover 100% of funding that was lost. Despite this, the City will make attempts to seek replacement funding assistance for affordable housing and continue to implement initiatives outlined in the City's Housing Element.
Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
Favorable land use zoning codes for affordable housing include:
Studying the need to reduce current development standards or policies related to parking for the construction of affordable, multi-family housing. The general commercial zone allows mixed-use development by permitting apartments in upper floors.
Review development standards periodically to ensure that they do not constrain development of affordable housing and housing for special needs groups, such as individuals with disabilities. Revise development regulations and processes where it is needed and appropriate to address any identified constraints. Further evaluate adequate cross-referencing within the land use matrix to facilitate the development of housing.
Special land use districts include special needs populations housing at high density (up to 70 dwelling unit/acre)
Provide housing opportunities to meet the needs of special needs residents- including seniors, residents with disabilities and developmental disabilities, large families, extremely low-income households, and those experiencing homelessness by giving priority to development projects that include a component for special needs groups in addition to other lower-income households.
Planned Unit Development and Specific Plans permit higher density for condominium units, which may bring housing ownership at an affordable cost.
Expand Density Bonus Ordinance and Reasonable Accommodation Ordinance to create the opportunity Annual Action Plan
2024
47 for the construction of affordable housing
Transitional and supportive housing and single room occupancy units allowed, by right or with a conditional use permit, within residential zones throughout the City.
Review the Zoning Ordinance and other pertinent documents such as Specific Plans to make any necessary changes to ensure compliance with the Supportive Housing Streamlining Act (AB 2162) and AB 101 (Low- Barrier Navigation Centers).
City adopted separate regulations for Reasonable Accommodation Procedures (Section 17.02.202) that establish procedures for disabled persons or their representatives to request a reasonable accommodation from the City’s zoning laws, codes and land use regulations, policies, practices, and procedures to provide disabled persons with an equal opportunity to use and enjoy a dwelling. The City will promote these new amendments to private and nonprofit housing developers to assist in removing barriers to affordable housing, especially housing for special needs populations.
The City adopted a new Housing Element for the planning period 2021-2029, the update incorporated additional policies for the creation of housing units at various levels with supportive programs for Affordable Housing and programs to further fair housing. The Housing Element Plan was certified by the California Department of Housing and Community Development in November 2023.
Discussion:
See above.
Annual Action Plan
2024
48 AP-85 Other Actions – 91.220(k)
Introduction:
•The City has planned actions to address needs. See discussions below.
Actions planned to address obstacles to meeting underserved needs The City of Norwalk’s FY 2024/25 AAP proposes projects and activities to meet the priorities described in the Con Plan. It describes eligible programs, projects, and activities to be undertaken with anticipated funds and their relationship to identified needs for housing, homelessness, and community and economic development. Overall, Norwalk has the following specific actions it plans to undertake to address the obstacles to meeting underserved needs over the 2024 program year:
•Fund projects that enhance economic opportunities such a job training and commercial improvements;
•Continued support of area nonprofit agencies, particularly those programs that provide services to homeless, at-risk youth, and residents facing housing insecurity; •Continued support of programs that improve the living environment of low- and moderate- income families residing in substandard housing and overcrowded living conditions; •Fund capital projects that enhance public facilities and or street improvements; •Continued support of Programs that expand the stock of affordable housing within the City; and •Continued support of Programs that promote fair housing, especially targeting extremely low- and low-income households.
Actions planned to foster and maintain affordable housing The City’s CHDO set-aside funds will be used to support future efforts for the acquisition of existing housing to provide affordable housing.
The City continues to provide security deposit assistance to owners of rental housing to assist very low income households. Affordable rent is defined as the Fair Market Rent less the Authority's Maximum Utility Allowance effective on July 1 of each program year.
Actions planned to reduce lead-based paint hazards
Throughout Norwalk, 92% of all owner-occupied housing units and 75% of all renter-occupied units were built prior to 1980. That means 16,729 owner units and 7,031 renter units are at risk for lead-based paint hazards. Furthermore, children are most at risk for experiencing Lead-Based Paint related illnesses.
Housing built before 1978 is considered at risk for lead-based paint hazards.
Therefore, special attention should be paid to homes built prior to 1978 where children are present. Two Annual Action Plan
2024
49 percent of owner-occupied (315 units) homes and 4% of renter occupied homes (385), built prior to 1980, have children living in the home. Lead poisoning education and abatement efforts in Norwalk are provided through the cooperative efforts of the County Public Health Department. All housing rehabilitation projects utilizing CDBG or HOME funds are assessed for lead-based paint and lead based paint abatements are performed by licensed contractors.
Actions planned to reduce the number of poverty-level families In 2019 and 2020 the City completed an Analysis of Impediment to Fair Housing Choice (AI). The AI provided goals and actions related to increasing household earning capacity. The following goal and action steps were included:
Goal: Increase training and employment opportunities (a new goal in the 2020-2025 Con Plan) Actions/Activities:
•Work with community colleges and high schools to establish or further carpentry, mechanical, plumbing, and electrical skills training. The construction industry is projected to increase. •Create mentoring programs with local skilled trades companies. •Improve education and provide skills training for education, healthcare, manufacturing, and construction jobs.
•Create partnerships with California’s Employment Development Department, Workforce Development Board, Workforce Development Aging & Community Services, California Building Industry Association, Southern California Building Association, Cerritos Community College, Cypress College, Rio Hondo Community College, and workforce readiness programs available in local vocational and technical schools and programs. Such programs exist in the Junior Achievement of Southern California and the L.A. Opportunity Youth Collaborative. •Continue coordination with the Southeast Los Angeles County Workforce Investment Board, Department of Public Social Services, Employment Development Department, Adult Schools, YouthBuild, and Department of Rehabilitation through the America's Job Center of California System Management Team.
•Increase training opportunities that target “Second Chance”, persons with disabilities, at-risk homeless individuals, and job retraining program.
•Continue to create successes in the Norwalk La Mirada Adult School’s cost-effective occupational training program for high demand jobs. In FY 2025/24, funds will be used to pay for occupational training for ten low-to-moderate income residents. The training will help residents who are unemployed or under-employed be successful in medical and welding careers.
The City will continue to support the Authority's Family Self-Sufficiency program, which helps Housing Annual Action Plan
2024
50 Choice voucher recipients become economically self-reliant.
Actions planned to develop institutional structure
The City’s Community Development Department will administer CDBG and HOME funds and most of the activities identified in the AAP with the exception of public service programs. The City works closely with other housing-related organizations and service providers in the County to ensure that the housing needs of City residents are addressed given available resources.
The Department works in conjunction with its Authority to ensure quality housing for all low-income City residents. The working relationships between these organizations are strong and facilitative. Due to the City's relatively small size, communication is typically direct and immediate. As a result, gaps in program or service delivery are not the result of poor institutional structure or lack of intergovernmental cooperation, but rather due to shortcomings in available resources.
Actions planned to enhance coordination between public and private housing and social service agencies
The City’s Community Development Department maintains primary management and coordination of the various organizations involved in these processes. The staff within the Department work closely with other City departments and the community to develop programs and activities that improve low- and moderate- income neighborhoods throughout Norwalk. The administration of program activities includes housing, public facility and infrastructure improvements, public and social service activities, and economic development activities. The City collaborates with public agencies, for-profit agencies, and non-profit organizations in order to provide the aforementioned services.
In chapter 8 of the Fair Housing Action Plan of the AI report, it details the importance of regional collaboration. Many issues, such as homelessness, affordable housing, jobs-housing balance, and access to services are issues that require the collaboration between cities, the County, and nonprofit agencies throughout the region. In recent years, the County and the City of Los Angeles have undertaken multiple initiatives that address housing-related issues including first-time homebuyer programs, supportive and transitional housing, rental rehabilitation, and new construction of affordable housing. The City continues to rely on local and County social services to administer and provide valuable programs. The City collaborates annually with the Fair Housing Foundation (FHF) to conduct and react to any complaints surrounding housing discrimination and fair housing education and promotion.
Continuing these planning efforts and implementation would bridge the gap of disparities among communities. A majority of the Action Steps noted in the AI report require collaboration. The Public Engagement planning process for the AI and 5-Year Con Plan was based upon positive community-wide and agency support and participation. The City has created a solid foundation to continue work with its Annual Action Plan
2024
51 area partners to create a path that initiates and completes the Plan’s action steps.
Discussion:
See above.
Annual Action Plan
2024
52 Program Specific Requirements
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:
The City will receive HOME Grant funding of $505,414 and CDBG Grant funding of $1,207,097 for program year 2024.
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out.
1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed 130,000
2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's strategic plan. 0
3. The amount of surplus funds from urban renewal settlements 0
4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan 0
5. The amount of income from float-funded activities 0
Total Program Income: 130,000
Other CDBG Requirements
1. The amount of urgent need activities 0
2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 100.00% Annual Action Plan
2024
53 HOME Investment Partnership Program (HOME)
Reference 24 CFR 91.220(l)(2)
1. A description of other forms of investment being used beyond those identified in Section 92.205 is as follows:
The City of Norwalk is leveraging other forms of investments outside of those identified in section
92.205. The City uses program income from the repayment of deferred and amortized rehabilitation loans. Norwalk uses repayment for the First Time Homebuyer Program for loans obligated in 2001.
The First Time Homebuyer program approved in PY2020 utilizes the resale and recapture of funds.
2. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows:
The guidelines for the First Time Homebuyer program are contained in the City of Norwalk HOME Homebuyer Manual. The sales price may not exceed the median price for the area as approved by HUD. A portion of the HOME assistance will carry-over into a silent second or third Trust Deed loan for the homebuyer.
There is a 15-year resale restriction. After which, the homeowner will receive a 100% loan forgiveness.
Prior to the completion of the 15-year period if the home is sold, transferred, refinanced or no longer owner-occupied, the City will recapture the remaining loan balance where there are sufficient funds from the net proceeds of the sale. The homeowner's down payment, principal payments, and capital improvements will be recovered by the homeowner first before the City recovers the remaining balance of the deferred loan. If the net proceeds are not sufficient to recapture the full HOME investment plus enable the homeowner to recover the amount of the homeowner's investment, the City will reduce the amount of HOME investment. Examples of the recapture provision are provided in the HOME Program Homebuyer Manual, 2020-2021.
3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds. See 24 CFR 92.254(a)(4) are as follows:
The property will have a 15-year resale restriction requiring that the home be resold to another low- income buyer (Below 80% AMI). Homeowners can expect to receive a fair return on investment upon resale during the affordability period. Fair return on investment is based on the percentage change in the area median income over the period of home ownership. Included in the calculation of fair return on investment is the homeowner’s original investment (down payment, closing costs, and principal payments) and increase in market value attributable to major upgrades. Major upgrades include the addition of square footage, full remodel of kitchen and/or bathroom(s) and/or installation of solar panels. The value of the upgrade will be determined by the building permit valuation.
The City’s loan and covenant will be assumed by any future buyers and the loan will remain in place Annual Action Plan
2024
54 indefinitely. During the 15-year resale restriction, recapture of the homebuyer assistance will be triggered if the homeowner no longer occupies the home, or the home is sold or transferred without approval of the City. After the resale restriction has expired, the homebuyer assistance will be recaptured upon sale, transfer, or refinance.
The City intends to utilize their HOME Homebuyer Manual as an alternate method to presumption of affordability. This manual was included as an attachment in Norwalk’s 2020-2021 Annual Action Plan.
4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows:
Not applicable.