AGENDA
CITY COUNCIL
JUNE 17, 2025
CLOSED SESSION MEETING
5:00 PM
REGULAR MEETING
6:00 p.m.
NORWALK CITY HALL/COUNCIL CHAMBERS
Tony Ayala, Mayor
Jennifer Perez, Vice Mayor
Rick Ramirez, Councilmember
Margarita L. Rios, 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 for 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. Ask 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 least 48 hours prior to the meeting or 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 City 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 17, 2025 Page 2 of 7
CLOSED SESSION MEETING – 5:00 PM
CALL TO ORDER
Mayor Ayala
ROLL CALL
Theresa Devoy, CMC
City Clerk
ORAL COMMUNICATIONS FOR CLOSED SESSION MATTERS
CLOSED SESSION
I. CONFERENCE WITH REAL PROPERTY NEGOTIATOR PURSUANT TO GOVERNMENT CODE §54956.8: Property: Property Address 12158 Firestone Blvd. (Front Street property); Negotiating Parties:
Jesus M. Gomez, City Manager, on behalf of the City and Arturo Sneider, Primestor Development Inc.; Under Negotiation: Price and Terms of Payment.
II. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE §54956.9(d)(1) – State of California vs. City of Norwalk, Case No. 24STCP03551.
III. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION PURSUANT TO GOVERNMENT CODE §54956.9(d)(2) – Significant exposure to litigation in one case.
IV. PURSUANT TO GOVERNMENT CODE §54957.6; CONFERENCE WITH LABOR NEGOTIATOR.
Negotiating on behalf of the City: Jesus M. Gomez, City Manager; regarding negotiations with the Norwalk City Employees Association.
V. PURSUANT TO GOVERNMENT CODE §54957.6; CONFERENCE WITH LABOR NEGOTIATOR.
Negotiating on behalf of the City: Jesus M. Gomez, City Manager; regarding negotiations with the Norwalk Association of Management Employees.
RECESS
REGULAR MEETING – 6:00 p.m.
CALL TO ORDER
Mayor Ayala
INVOCATION
Dr. George Bojorquez
New Creation Church
City Council, June 17, 2025 Page 3 of 7
FLAG SALUTE
Dominic Ortiz Olivas
Earl E. Edmondson Elementary School
ROLL CALL
Theresa Devoy, CMC
City Clerk
CLOSED SESSION REPORT
CITY COUNCIL COMMENTS
a. Report of City Council Travel
SPECIAL PRESENTATIONS
I. Recognition of Finance Department for Government Finance Officers Association Award.
CITY MANAGER COMMENTS
1. Special Olympics Event Recap Video.
2. 2nd Annual Norwalk 5k Run/Walk Recap Video.
3. Bi-Weekly Review Video.
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. WAIVE READING IN FULL OF ALL ORDINANCES ON THE AGENDA Staff recommends City Council waive reading in full of all ordinances on the agenda and declare that said titles which appear on the public agenda shall be determined to have been read by title and further reading waived.
2. MEETING MINUTES
Staff recommends City Council approve the minutes of the meetings of May 31, and June 3, 2025. 825-04
3. PAYROLL FOR THE PERIOD MAY 25, 2025 – June 7, 2025
Staff recommends City Council approve gross payroll in the amount of $1,812,074.72; the payroll check numbers 38398 – 38416 and the voucher numbers 346165 – 346740 in the total net amount of $1,330,214.70 for the pay period May 25, 2025 – June 7, 2025.
4. COMMERCIAL DEMANDS
Staff recommends City Council approve the warrant register period May 28, 2025 – June 10, 2025, in the total amount of $4,320,338.27. 640
5. AUTHORIZE PURCHASE OF CITYWIDE COPIER/PRINTERS
Staff recommends City Council approve the purchase of 17 replacements of multi-function printers in the amount of $153,600; and authorize the City Manager to execute the purchase with any amendments,
City Council, June 17, 2025 Page 4 of 7
provided there is adequate funding in the budget and it is within the City Manager’s signing authority, on behalf of the City.
6. RESOLUTION NO. 25-21 - APPROVAL OF THE FISCAL YEAR 2025/26 COST ALLOCATION PLAN Staff Recommends City Council adopt RESOLUTION NO. 25-21 – A RESOLUTION OF THE CITY COUNCIL OF NORWALK APPROVING THE COST ALLOCATION PLAN FOR FISCAL YEAR 2025- 2026.
7. RESOLUTION NO. 25-22 - ADOPTION OF ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025/26
Staff recommends City Council adopt Resolution 25-22, A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF NORWALK APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025/26
8. RESOLUTION NO. 25-23 - STATEMENT OF INVESTMENT POLICY Staff recommends City Council adopt Resolution No. 25-23, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2025/26 STATEMENT OF INVESTMENT POLICY AND
AUTHORIZING THE CITY TREASURER TO INVEST AND REINVEST IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH THE 2025/26 STATEMENT OF INVESTMENT POLICY.
9. RESOLUTION NO. 25-24 - ADOPTING PURCHASING POLICY FOR FISCAL YEAR 2025/26 Staff recommends City Council adopt Resolution No. 25-24, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK ADOPTING THE PURCHASING POLICY FOR FISCAL YEAR 2025/26.
10. AWARD OF CONTRACT – CONTINUED ECONOMIC DEVELOPMENT CONSULTING SERVICES Staff recommends City Council award a contract to Kosmont Companies for continued economic development consulting services for a three-year term in an amount not to exceed $100,000 each year; and authorize the City Manager to execute an agreement and any amendments provided there is funding 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.
11. PROJECT NO. 7449 – WATERMAIN AND ADVANCED METER INFRASTRUCTURE METER REPLACEMENTS AND PROJECT NO. 7937 - LOCAL STREETS REHABILITATION PROGRAM ZONE 31 ASPHALT IMPROVEMENTS / AGREEMENT FOR CONSTRUCTION MANAGEMENT AND
INSPECTION SERVICES
Staff recommends City Council award a contract to Civiltec Engineering Inc. in an amount not-to-exceed $203,497 for Professional Construction Management and Inspection Services for Project No. 7449 – Watermain and Advanced Meter Infrastructure (AMI/AMR) Meter Replacements and Project No. 7937 - Local Streets Rehabilitation Program Zone 31 Asphalt Improvements; and authorize the City Manager to execute the agreement and any amendments, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
12. PROJECT NO. 7606 - STORM DRAIN REPAIRS FOR POTTER STREET - AGREEMENT FOR
CONSTRUCTION MANAGEMENT AND INSPECTION SERVICES
Staff recommends City Council award a contract to Civiltec Engineering Inc. in an amount not-to-exceed $58,267 for Professional Construction Management and Inspection Services for Project No. 7606 Storm Drain Repairs for Potter Street; and authorize the City Manager to execute the agreement and any amendments, provided there is funding in the budget, on behalf of the City, in a form approved by the City Attorney.
13. RESOLUTION NO. 25-25 – BUDGET AMENDMENT TO THE FISCAL YEAR 2024/25 BUDGET AND AGREEMENT AMENDMENT NO. 2 FOR ANNUAL WATER LOSS REPORTING Staff recommends City Council:
a. adopt Resolution No. 25-25, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2024/25 ADOPTED
City Council, June 17, 2025 Page 5 of 7
BUDGET TO APPROPRIATE AVAILABLE WATER ENTERPRISE FUNDING FOR ANNUAL WATER LOSS REPORTING, in the amount of $23,768; and
b. approve Amendment No. 2 to the agreement with Arcadis, Inc. for Annual Water Loss Reports, in an amount not-to-exceed $23,768, for a total agreement amount of $81,503; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
14. CONFIRM EMERGENCY WORK AT 14767 CARMENITA ROAD, 11948 166TH STREET, AND 11911 167TH STREET
Staff recommends City Council confirm emergency service repair work at 14767 Carmenita Road, 11948 166th Street, and 11911 167th Street, completed by Stephen Doreck Equipment Rentals, Inc., in the amount of $97,092.22.
15. AGREEMENT AMENDMENT NO. 3 - EMERGENCY STREET LIGHT MAINTENANCE SERVICE
PROVIDERS AND STREET LIGHT POLE REPLACEMENTS
Staff recommends City Council approve Amendment No. 3 for emergency street light maintenance and pole replacement services with:
a. Yunex LLC extending the agreement through June 30, 2026; with an option to extend one additional year; and
b. Crosstown Electrical and Data Inc. extending the agreement through June 30, 2026; with an option to extend one additional year, and
c. authorize the City Manager to execute Amendment No. 3 with both contractors, on behalf of the City, in forms approved by the City Attorney.
16. RESOLUTION NO. 25-26 - APPROVING THE AMENDED AND RESTATED JOINT EXERCISE OF
POWERS AGREEMENT FOR THE LOS ANGELES GATEWAY REGION INTEGRATED REGIONAL
WATER MANAGEMENT AUTHORITY
Staff recommends City Council adopt Resolution No. 25-26, A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF NORWALK APPROVING THE AMENDED AND RESTATED JOINT EXERCISE OF
POWERS AGREEMENT FOR THE LOS ANGELES GATEWAY REGION INTEGRATED REGIONAL WATER MANAGEMENT AUTHORITY.
17. AGREEMENT – CROSS CONNECTION CONTROL PLAN AND HAZARD ASSESSMENTS Staff recommends City Council award a professional services agreement with SoCal Water Pro to provide professional Cross Connection Control Plan and Hazard Assessments services, in an amount not to exceed $325,712 over a three year agreement term; and authorize the City Manager to execute the agreement and any amendments, provided there is funding 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.
18. CAMERA TRAILER REPLACEMENT
Staff recommends City Council approve the purchase of three Sentry-Pro Surveillance Trailers from BackStreet Surveillance in the amount of $117,360.00; and authorize the City Manager to execute the purchase.
APPOINTMENTS
19. 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, 2026.
20. APPROVAL OF APPOINTMENTS TO THE NORWALK ENHANCED INFRASTRUCTURE FINANCING
DISTRICT PUBLIC FINANCE AUTHORITY
Staff recommends City Council appoint the Mayor and Vice Mayor along with a Councilmember (appointed in alphabetical order by last name) as an alternate, and one member of the public.
City Council, June 17, 2025 Page 6 of 7
PUBLIC HEARINGS
21. PUBLIC HEARING - ASSEMBLY BILL 2561, LOCAL PUBLIC EMPLOYEES VACANCY REPORT Staff recommends City Council open for public comment and receive report.
22. PUBLIC HEARING - RESOLUTION NO. 25-27 - ESTABLISHING AND ADOPTING THE CITY'S ANNUAL BUDGET FOR THE FISCAL YEAR 2025/26; AND RESOLUTION NO. 25-28 - AMENDING AND ADOPTING THE FISCAL YEAR 2025/26 SALARY SCHEDULE FOR GENERAL AND HOURLY UNIT
EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID-MANAGEMENT EMPLOYEES Staff recommends City Council adopt:
a. RESOLUTION NO. 25-27, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2025/26; and
b. RESOLUTION NO. 25-28, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING FISCAL YEAR 2025/26 SALARY SCHEDULE FOR
GENERAL AND HOURLY UNIT EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID- MANAGEMENT EMPLOYEES.
23. PUBLIC HEARING - RESOLUTION NO. 25-29 - SETTING THE SEWER SERVICE CHARGE FOR FISCAL YEAR 2025/26 AND ORDERING THAT SUCH CHARGE BE COLLECTED ON THE TAX ROLL Staff recommends City Council consider adopting Resolution No. 25-29, A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF NORWALK APPROVING THE ANNUAL SEWER REPORT AND LEVYING AN ANNUAL SEWER SERVICE CHARGE FOR FISCAL YEAR 2025/26 PURSUANT TO CHAPTER
13.14 OF THE NORWALK MUNICIPAL CODE AND ORDERING THE ANNUAL SEWER SERVICE CHARGE TO BE COLLECTED ON THE COUNTY OF LOS ANGELES TAX ROLL.
ORDINANCE AND RESOLUTIONS
24. ORDINANCE NO. 25-1757 - AMENDING NORWALK MUNICIPAL CODE SECTION 6.16.030 AND
6.16.040 TO UPDATE RENEWAL TERMS FOR DOG LICENSES
Staff recommends City Council to introduce by title only Ordinance No. 25-1757, AN ORDINANCE OF THE CITY OF NORWALK AMENDING NORWALK MUNICIPAL CODE SECTIONS 6.16.030 AND
6.16.040 TO UPDATE RENEWAL TERMS FOR DOG LICENSES, and schedule for adoption.
REPORTS
25. AGREEMENTS – HEALTH ON WHEELS PROGRAM
Staff recommends City Council:
a. approve the Health on Wheels agreement with the Norwalk-La Mirada Unified School District and California State University Long Beach to provide free and accessible basic health care services to children in the Norwalk-La Mirada Unified School District from July 1, 2025 through June 30, 2026, with two automatic renewal terms of one year each thereafter; b. approve the Bailment agreement with Norwalk-La Mirada Unified School District, for storage of a motor home vehicle at the Norwalk City Yard from July 1, 2025 through June 30, 2028; and c. authorize the City Manager to execute the Health on Wheels Program and Bailment agreements and any amendments provided there is funding in the budget, and it is within the City Manager’s signing authority, on behalf of the City, in forms approved by the City Attorney.
26. CITYWIDE CLASSIFICATION AND COMPENSATION STUDY
Receive and File.
ORAL COMMUNICATIONS
City Council, June 17, 2025 Page 7 of 7
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 June 13, 2025.
Theresa Devoy, CMC
City Clerk
20250531
825-04
MINUTES OF SPECIAL MEETING
NORWALK CITY COUNCIL
NORWALK, CALIFORNIA
MAY 31, 2025
Mayor Ayala called the special meeting to order at 9:00 a.m. in the U.S. Constitution Room 4, Norwalk City Hall, 12700 Norwalk Boulevard, Norwalk, California. Responding to roll call were Councilmembers Rios and Ramirez , Vice Mayor Perez and Mayor Ayala. Councilmember Valencia was absent. Also present were Jesus M. Gomez , City Manager; Arnold M. Alvarez-Glasman, City Attorney; and Camille Moreno , Assistant City Clerk.
REPORTS
FISCAL YEAR 2025/26 PROPOSED BUDGET
Jana Stuard, Director of Finance/Treasurer, gave a presentation regarding the proposed Fiscal Year 2025/26 budget sharing the total proposed budget of $304 million, has been prepared during a time of economic uncertainty and indicated the potential of restricted Federal Funding that will not be known until October 2025. Ms. Stuard shared the goals of the budget , highlighting it will be structurally balanced. She discussed revenue estimates, highlighting potential deficits and the Transient Occupancy Tax (TOT). She discussed personnel costs, highlighting the deletion of three positions, adding four positions, and reclassifying one position. She discussed expenditures, highlighting insurance premium increases, debt service, and the increase to the Los Angeles County Sheriff’s (Sheriff) Contract. A final budget will be prepared and submitted for adoption at the City Council Meeting scheduled for June 17, 2025.
Following the presentation, City Council discussion ensued with Councilmember Ramirez highlighting the importance of programming, services, and quality of those services. He requested consideration to implement software to monitor expired Business Licenses , and several audits: the Sheriff’s Department and the Homeless Operation, Prevention, and Engagement Team (HOPE); as well as requesting a cost analysis for potential revenue from the TOT. Councilmember Rios inquired about the current status of the vehicle fleets for the Public Safety and Public Services Departments, vacant positions timeline of being filled, and echoed Councilmember Ramirez’ request for a Sheriff’s Department audit, specifically the Neighborhood Enforcement Team. Mayor Ayala requested staff provide a list of potential programs in jeopardy of losing Federal Funding. Vice Mayor Perez requested staff use caution when determining what programs to cut and highlighted essential services for seniors. 610
REPORT ON 2024 ACTIVITY OF CITY OF NORWALK’S ADVISORY BODIES
Salpy Kabaklian - Slentz, Management Analyst , gave a report on the current advisory bodies focusing on vacancy rates, meeting frequency , and reasons for cancelled or not Minutes of the Special Meeting
Norwalk City Council
May 31, 2025
2 regularly scheduled meetings . Following the presentation, City Council request ed staff create a vision and mission statement for each commission, conduct formal onboard training for new commissioners, highlight goals in future budgets, create generic commissioner uniforms, and address frequency of meetings. 200-02
ORAL COMMUNICATIONS
Addressing City Council was Jack Cornejo.
ADJOURNMENT
There being no further business to come before the City Council, the meeting was adjourned at 12:29 p.m.
____________________________
CAMILLE MORENO
ASSISTANT CITY CLERK
ATTEST:
____________________________
TONY AYALA
MAYOR
20250603
825-04
MINUTES OF THE CLOSED SESSION AND REGULAR MEETINGS
NORWALK CITY COUNCIL
NORWALK, CALIFORNIA
JUNE 3, 2025
CLOSED SESSION MEETING
Mayor Ayala called the meeting to order at 5:00 p.m. in the Council Chambers, Norwalk City Hall, 12700 Norwalk Boulevard, Norwalk, California. Responding to roll call were Councilmember Ramirez, Vice Mayor Perez , and Mayor Ayala . Councilmembers Rios and Valencia were absent. Also present were Jesus M. Gomez, City Manager; Arnold M.
Alvarez-Glasman, City Attorney; and Theresa Devoy, City Clerk.
ORAL COMMUNICATIONS FOR CLOSED SESSION MATTERS
There were no persons wishing to address City Council on the matters to be discussed in closed session.
CLOSED SESSION
City Council immediately convened to closed session for discussion on the following matters:
I. CONFERENCE WITH REAL PROPERTY NEGOTIATOR PURSUANT TO GOVERNMENT CODE §54956.8, Assessor Parcel Numbers 8047- 006-924 and 8047-006-925 (The Walk Project); Negotiating on behalf of the City: Jesus M. Gomez, City Manager; Negotiating Party: Primestor; Under Ne gotiation: Price and Terms of Payment.
II. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION PURSUANT TO GOVERNMENT CODE §54956.9(d)(2) – Significant exposure to litigation in two cases.
III. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE §54956.9(d)(1) – State of California vs. City of Norwalk, Case No. 24STCP03551.
RECESS
City Council recessed at 5:41 p.m. pending the commencement of the regular meeting.
REGULAR MEETING
Mayor Ayala called the meeting to order at 6:0 1 p.m. in the Council Chambers, Norwalk City Hall, 12700 Norwalk Boulevard, Norwalk, California. Responding to roll call were Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
2 Councilmembers Ramirez and Valencia, Vice Mayor Perez , and Mayor Ayala .
Councilmember Rios arrived after roll call. Also present were Jesus M. Gomez, City Manager; Arnold M. Alvarez, City Attorney; and Theresa Devoy, City Clerk.
The invocation was delivered by April Reutter, Pray Norwalk; followed by the flag salute, led by Eli Martinez, New Harvest Christian School.
CLOSED SESSION REPORT
The City Attorney indicated there was no reportable action taken on the matters discussed in closed session.
CITY COUNCIL COMMENTS
City Council commented on the successful 2
nd Annual 5K Run/Walk , thanked all staff,
volunteers, and participants. Councilmember Valencia congratulated all graduates as well as Commissioner Martha Mesa . Vice Mayor Perez shared the Norwalk Now has been distributed and highlighted the updated User Fee Schedule and Community Safety Zone information; announced the City is conducting a survey to find out what type of Norwalk Swag residents are interested in purchasing; and wished all a Happy Father’s Day. Mayor Ayala shared other cities and residents expressed that Norwalk did an outstanding job hosting the 5K Run/Walk. Councilmember Rios also congratulated the graduating class of 2025; reported on her attendance at the Norwalk High Girls’ Softball Banquet; wished all a great summer; and requested the meeting be adjourned in memory of Samuel Riveros, Baldwin Park Police Officer.
SPECIAL PRESENTATIONS
City Council proclaimed June as Men's Health month in the City of Norwalk.
City Council r ecognized Rachel Contreras as the Older American nominee by Los Angeles County.
City Council recognized Norwalk High School students for painting a Utility Cabinet on Studebaker and Kenney.
City Council recognized Southern California Swimming Championship winner Raikko Runes, Norwalk Stingrays.
Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
3 CITY MANAGER COMMENTS
David Pailin , Communications Manager for the Greater Los Angeles County Vector Control District, provided a report regarding Mosquito Control Awareness.
Caren Spilsbury, Executive Director of the Norwalk Chamber of Commerce, provided the Quarterly report.
Allan Perdomo, Director of Recreation and Park Services, provided a report regarding the “Park Your Thoughts” survey results.
Videos were shared highlighting Affordable Housing, Memorial Day event recap, and the “Bi-Weekly Review.”
CONSENT CALENDAR
Consent calendar items are considered routine matters which may be enacted by one motion and roll call vote. Councilmember Ramirez moved and Councilmember Rios seconded to approve the consent calendar as recommended. MOTION CARRIED BY THE FOLLOWING ROLL CALL VOTE:
AYES: Councilmembers Ramirez, Rios, and Valencia, Vice Mayor Perez, and Mayor Ayala
NOES: None
ABSENT: None
MEETING MINUTES
City Council approved the minutes of the meeting of May 27, 2025. 825-04
PAYROLL FOR THE PERIODS APRIL 27, 2025 - MAY 10, 2025 AND MAY 11, 2025 - MAY 24, 2025
City Council approve d gross payroll in the amount of $ 1,291,143.28; the payroll check Nos. 38361 – 38372 and the voucher Nos. 345127 – 345642, in the total net amount of $944,630.03 for the payroll period April 27, 2025 – May 10, 2025; and gross payroll in the amount of $1,214,782.50; the payroll check Nos. 38373 – 38383 and the voucher N os. 345643 – 346164, in the total net amount of $981,781.12 for the payroll period May 11, 2025 – May 24, 2025. 630
Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
4 COMMERCIAL DEMANDS
City Council approved the warrant register period May 13, 2025 – May 27, 2025, in the total amount of $6,300,227.21. 640
AGREEMENT - CONSULTING SERVICES FOR FEDERAL TRANSIT
ADMINISTRATION REGULATORY TRIENNIAL PASSENGER MILES TRAVELED STUDY
City Council approved an agreement with Precision Material Management, LLC to conduct the studies identified in the report in an amount not to exceed $53,100 from July 1, 2025 through August 31, 2026; and authorized the City Manager to execute the agreement and any amendments provided there is funding 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.
1120-10
RESOLUTION NO. 25 -19 - APPROVING A STANDARD AGREEMENT FOR
REIMBURSEMENT OF SERVICES
City Council:
a. adopted Resolution No. 25- 19, A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF NORWALK APPROVING A STANDARD AGREEMENT WITH CALIFORNIA HIGH-SPEED RAIL AUTHORITY FOR REIMBURSEMENT; and
b. approved the standard agreement with the California High- Speed Rail Authority for reimbursement of services rendered, in the amounts of $100,000 for the first year and $45,000 the second year; and authorized the City Manager to execute the agreement and any amendments, on behalf of the City, in a form approved by the City Attorney.
1102
MEMORANDUM OF UNDERSTANDING – ALLOCATION OF MEASURE R 20% BUS
OPERATIONS FUNDS
City Council approved the Memorandum of Understanding with Los Angeles County Metropolitan Transportation Authority for the use of Measure R 20% Bus Operation Funds from July 1, 2025 through June 30, 2035, in the amount of $1,475,001 for Fiscal Year 2025/26; and authorized the City Manager to execute the MOU on behalf of City, in a form approved by the City Attorney.
1105-03
AGREEMENT AMENDMENT NO. 12 – PARKING MANAGEMENT SERVICES – EXTENDING TERM TO JUNE 30, 2026 AND AMENDING LANGUAGE
City Council approved Amendment No. 12, extending the term of the agreement with Parking Concepts, Incorporated, for an additional one- year term expiring on June 30, Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
5 2026, as well as updating the payment terms; and authorized the City Manager to execute the amendment and any written notices on behalf of the City, in a form approved by the City Attorney. 920-04
2025 APPLICATIONS FOR RETAIL FIREWORKS SALES PERMITS
City Council approved the 19 organizations eligible to obtain retail fireworks permits and authorized issuance of permits. 612-08
RESOLUTION NO. 25-17 – ADOPTION OF LIST OF PROJECTS FOR FISCAL YEAR 2025/26 ROAD MAINTENANCE AND REHABILITATION ACCOUNT FUNDS
City Council adopted Resolution No. 25- 17, A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF NORWALK ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2025/26 FUNDED BY SENATE BILL 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017.
1045
PROJECT NO. 7867 - AGREEMENT FOR DESIGN AND CONSTRUCTION SUPPORT
FOR NEW EMERGENCY GENERATORS AT NORWALK ARTS AND SPORTS
COMPLEX AND THE SENIOR CENTER
City Council awarded an agreement with IMEG Corporation to provide professional engineering services for the design and construction support services of the new emergency generator sets at Norwalk Arts and Sports Complex and the Norwalk Senior Center, in an amount not -to-exceed $140,105; and authorized the City Manager to execute the agreement and any amendments, provided there is funding 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.
1005-04-7867
AGREEMENT AMENDMENT NO. 3 - TRAFFIC ENGINEERING SERVICES
City Council approved Amendment No. 3 to the agreement with Willdan Engineering for Traffic Engineering Services in the amount of $118,413 for a total value of $283,163 for FY 2025/26; and authorized the City Manager to execute the amendment, on behalf of the City in a form approved by the City Attorney.
310-02
FEDERAL TRANSIT ADMINISTRATION CERTIFICATIONS AND ASSURANCES FOR FEDERAL FISCAL YEAR 2025
City Council authorized the Executive Director of Regional Transportation to execute the Fiscal Year 2025 Certifications and Assurances Federal Transit Administration Assistance Programs/Affirmation of Applicant, file grant application(s) on behalf of the Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
6 City and execute a grant agreement(s); in concurrence with and execution of the Affirmation of Applicant’s Attorney Certification by the City Attorney. 1105-01
APPOINTMENTS
ADVISORY BODY APPOINTMENTS
None.
200
PUBLIC HEARING
RESOLUTION NO. 25-18 – APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIP PROGRAM FIVE YEAR 2025 - 2029 CONSOLIDATED PLAN, FISCAL YEAR 2025 -2026 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
Mayor Ayala opened the public hearing to consider approving the Five Year Consolidated Plan and Fiscal Year 2025-2026 Annual Action Plan. The City Clerk presented a report on legal requisites for notice of hearing. Alex Hamilton, Interim Director of Community Development provided a report. There being no persons wishing to testify on the matter, Mayor Ayala closed the public hearing. Vice Mayor Perez moved and Councilmember Ramirez seconded to:
a. adopt Resolution No. 25-18, A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF NORWALK APPROVING THE COMMUNITY DEVELOPMENT BLOCK GRANT AND HOME INVESTMENT PARTNERSHIPS PROGRAM FIVE YEAR 2025 -2029 CONSOLIDATED PLAN, FISCAL YEAR 2025 -2026 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; and
b. authorize the Director of Community Development to execute Memorandum of Understanding with City Departments and sub- recipient agreements with public service agencies for the provision of services funded under the Annual Action Plan.
MOTION CARRIED BY THE FOLLOWING ROLL CALL VOTE:
AYES: Councilmembers Ramirez, Rios, and Valencia, Vice Mayor Perez, and Mayor Ayala
NOES: None
ABSENT: None
315-05
Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
7 REPORTS
PROJECT NO. 7234 – APPROVE AMENDMENT NO. 2 FOR STUDEBAKER ROAD TRAFFIC SIGNAL IMPROVEMENTS (KENNEY ST TO ROSECRANS AVE) [FEDERAL PROJECT NO. HSIPL-5347(044)] – ENGINEER’S REPORT NO. 25-09
Following a brief report by Glen Kau, Director of Public Services/ City Engineer, Vice Mayor Perez moved and Councilmember Ramirez seconded to approve Amendment No. 2 to the agreement with California Professional Engineering Inc., which will increase the agreement amount from $1,579,769.20 to $1,596,878.43; and authorized 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. MOTION CARRIED BY THE FOLLOWING ROLL CALL VOTE:
AYES: Councilmembers Ramirez, Rios, and Valencia, Vice Mayor Perez, and Mayor Ayala
NOES: None
ABSENT: None
1005-04-7234
PROJECT NO. 7235 – AMENDMENT NO. 3 – DESIGNER CONSTRUCTION SUPPORT
SERVICES FOR INTELLIGENT TRANSPORTATION SYSTEMS IMPROVEMENTS
ALONG IMPERIAL HIGHWAY FROM SAN GABRIEL RIVER TO SHOEMAKER AVENUE, ENGINEER'S REPORT NO. 25-10
Following a brief report by Mr. Kau, Director of Public Services/City Engineer, Councilmember Ramirez moved and Vice Mayor Perez seconded to:
a. approve Amendment No. 3 to the agreement with ADVANTEC Consulting Engineers, Inc. in the amount of $25,260 to provide Design Services for Imperial Highway Intelligent Transportation System (ITS) from San Gabriel River to Shoemaker Avenue (City Project No. 7235), for a total not to exceed contract amount of $564,268.00; and b. authorize the City Manager to execute Amendment No. 3 with ADVANTEC Consulting Engineers, Inc. on behalf of the City, in a form approved by the City Attorney.
MOTION CARRIED BY THE FOLLOWING ROLL CALL VOTE:
AYES: Councilmembers Ramirez, Rios, and Valencia, Vice Mayor Perez, and Mayor Ayala
NOES: None
ABSENT: None
1005-04-7235
Minutes of the Closed Session and Regular Meetings
Norwalk City Council
June 3, 2025
8 ORAL COMMUNICATIONS
Addressing City Council were Richard Lambert, Christina Mckenna, and Rushabh Dalwadi.
ADJOURNMENT
There being no further business to come before City Council, the meeting was adjourned at 8:07 p.m., in memory of Samuel Riveros, Baldwin Park Police Officer.
____________________________
THERESA DEVOY, CMC
CITY CLERK
ATTEST:
____________________________
TONY AYALA
MAYOR
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Karmin Hernandez Persi, Financial Analyst
SUBJECT: PAYROLL FOR THE PERIOD MAY 25, 2025 – JUNE 7, 2025 Background:
The City’s gross payroll cost for the period May 25, 2025 – June 7, 2025 totaling $1,812,074.72.
Fiscal Impact:
N/A
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council approve gross payroll in the amount of $1,812,074.72; the payroll check numbers 38398 – 38416 and the voucher numbers 346165 – 346740 in the total net amount of $1,330,214.70 for the pay period May 25, 2025 – June 7, 2025.
Attachments:
N/A
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Jennifer Hernandez, Senior Management Analyst
SUBJECT: AUTHORIZE PURCHASE OF CITYWIDE COPIER/PRINTERS Background:
The City utilizes multi-function printers across various departments to support printing, scanning, and copying needs. Many of the City’s current devices are outdated, exceeding their useful life, or are experiencing increasing maintenance issues.
To replace the outdated devices, staff is recommending the purchase of new equipment through the Sourcewell Cooperative Purchasing Agreement Contract No. 112124 – KON through IBE Digital who is an authorized dealer of the necessary equipment. Seventeen of the existing units have been identified as requiring a replacement as a result, Table 1 on the following page summarizes the devices being recommended for replacement:
City Council June 17, 2025
Purchase of Multi-Function Printers Page No. 2
1 3
8 0
Table 1 – Existing Devices Requiring Replacement
Department Make Model Installation
Date
Estimated
Replacement
Cost
Transit – Vehicle
Maintenance Konica Minolta C227 10/23/2018 $8,700
Transit – Administration Konica Minolta C558 11/07/2019 $9,200 Public Services –
Administration Konica Minolta C558 12/11/2019 $9,200
Social Services Konica Minolta C558 12/11/2019 $9,200
Social Services – Child
Care Konica Minolta C558 12/11/2019 $9,200
Social Services – Senior
Center Konica Minolta C558 12/10/2019 $9,200
Recreation - Administration Konica Minolta C558 12/10/2019 $9,200 Administration Konica Minolta C360i 12/9/2019 $6,300
City Clerk Konica Minolta C558 12/9/2019 $9,200
City Clerk – Duplication
Lease Konica Minolta AccurioPress
6120 12/9/2019 $27,000
Human Resources Konica Minolta C360i 12/9/2019 $6,300
Finance Konica Minolta C558 12/9/2019 $9,200
Public Safety – Operations Konica Minolta C360i 12/9/2019 $6,300 Public Safety – Dispatch Konica Minolta C360i 12/9/2019 $6,300 Community Development Konica Minolta C558 12/9/2019 $9,200 Community Development –
Housing Konica Minolta C360i 12/9/2019 $6,300
Communications Konica Minolta C227 1/15/2020 $3,600
TOTAL $153,600
Due to current supply market volatility, and ongoing uncertainty of the impacts of international tariffs on the supply chain, the City has been advised that pricing may increase in the near future.
A delay on purchasing the replacements could expose the City to significantly higher pricing, longer lead times and limited product availability.
Fiscal Impact:
The total cost for the replacement of 17 multi-function printers is $153,600. Funding to support the cost has been included as part of the Fiscal Year 2025/26 proposed budget under each respective department.
Citizens Advised:
N/A
City Council June 17, 2025
Purchase of Multi-Function Printers Page No. 3
1 3
8 0
Strategic Plan 2023 Implementation:
The recommended action is consistent with the City of Norwalk’s 2023-2025 Strategic Plan Goal 3 of Creating and Sustaining a Resilient and Economically Prosperous City.
Recommended Action:
Staff recommends City Council approve the purchase of 17 replacements of multi-function printers in the amount of $153,600; and authorize the City Manager to execute the purchase with any amendments, provided there is adequate funding in the budget and it is within the City Manager’s signing authority, on behalf of the City.
Attachments:
N/A
City Council Agenda Report
June 17, 2025
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. 25-21 - APPROVAL OF THE FISCAL YEAR 2025/26 COST
ALLOCATION PLAN
Background:
A Cost Allocation Plan (“CAP”) is a financial document that develops the methodology of identifying and distributing indirect costs incurred by internal service departments and applying those costs to operating departments and programs that benefit from these services. A CAP is also a necessary component in ensuring compliance with the Federal Office of Management and Budget Uniform Guidance (2 Code of Federal Regulations Part 200) which is required for the recovery of indirect costs in federal grant programs.
In June of 2023, City Council authorized an agreement with ClearSource Financial to conduct a User Fee Study and prepare a CAP to accurately and thoroughly identify indirect costs of providing internal services to operating departments.
The methodology utilized in the development of the CAP is a standard model designed to fairly distribute internal service costs to operating departments based on measurable usage or benefit.
It begins with the identification of internal service departments such as Human Resources, Finance, City Clerk’s, and Information Technology. Thereafter a compilation of prior year expenditures are reviewed to determine an allocation base which is then distributed as costs to the benefitting department.
This ensures fair and transparent assignment of costs that are based on actual service usage, allowing the City to identify the true cost of service and recover the indirect costs while also supporting the ability to make informed and accurate decisions in the allocation of resources.
City Council June 17, 2025
Resolution No. 25-21 - Cost Allocation Plan Adoption Page No. 2 1 3
8 5
Fiscal Impact:
There is no fiscal impact with the recommended action.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action is consistent with the City of Norwalk’s 2023-2025 Strategic Plan Goal 3 of Creating and Sustaining a Resilient and Economically Prosperous City.
Recommended Action:
Staff Recommends City Council adopt RESOLUTION NO. 25-21 – A RESOLUTION OF THE
CITY COUNCIL OF NORWALK APPROVING THE COST ALLOCATION PLAN FOR FISCAL YEAR 2025-2026.
Attachments:
Resolution No. 25-21
RESOLUTION NO. 25-21
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK APPROVING THE COST ALLOCATION PLAN FOR FISCAL YEAR 2025- 2026
WHEREAS, the City incurs indirect costs in the course of providing centralized support services to operating departments and programs; and WHEREAS, in an effort to ensure these indirect costs are allocated in a fair, transparent and consistent manner, the City has prepared a Cost Allocation Plan in accordance with recognized government accounting practices and the Federal Office of Management Uniform Guidance Title 2 of the Code of Federal Regulations Part 200; and WHEREAS, the Cost Allocation Plan serves as the official basis for internal cost identification and distribution to enable the City to claim allowable indirect costs on various grants; and
WHEREAS, the adoption of the Cost Allocation Plan will enhance the City of Norwalk’s financial transparency and ability to plan and support long-term fiscal sustainability.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The recitals set forth above are true and correct and are incorporated herein.
Section 2.The City Council hereby approves and adopts the Cost Allocation Plan set forth and attached hereto as “Exhibit A” and incorporated herein by reference for fiscal year 2025-2026.
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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 17th day of June 2025.
TONY AYALA
MAYOR
ATTEST:
____________________________
THERESA DEVOY, CMC
CITY CLERK
Exhibit A
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City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Devon Jimenez, City Controller/Deputy City Treasurer
Jennifer Hernandez, Senior Management Analyst
SUBJECT: RESOLUTION NO. 25-22 - ADOPTION OF ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025/26
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 §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.
Exhibit A of Resolution No. 25-22 reflects the City’s Appropriations Limit for Fiscal Year 2025/26 of $118,730,355. Based on the proposed budget, the appropriations that are subject to this limit total $65,929,766 (Attachment No. 2 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 17, 2025
Resolution No. 25-22 - Annual Appropriations Limit
for FY 2025/26
Page No. 2
1 3
8 3
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 25-22, A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF NORWALK APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025/26
Attachments:
1. Resolution No. 25-22
2. Appropriations Subject to Limitations
Attachment No. 1
RESOLUTION NO. 25-22
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
APPROVING AND ADOPTING THE ANNUAL APPROPRIATIONS LIMIT
FOR FISCAL YEAR 2025/26
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 2025/26.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK
HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The appropriations limit for Fiscal Year 2025/26 is $118,730,355 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 2025/26 as shown on Exhibit “A.”
Section 3.The City utilized the population growth factor for the County of Los Angeles for Fiscal Year 2025/26 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 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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED this 17th day of June 2025.
__________________________
TONY ALAYA
MAYOR
ATTEST:
__________________________
THERESA DEVOY, CMC
CITY CLERK
Resolution No. 25-22Page 2 of 2
Appropriations Limit Calculation
Appropriations Limit FY 2024/25 $ 111,201,981
Adjustment Factor for FY 2025/26 x 1.0677
Appropriations Limit FY 2025/26 $ 118,730,355
Calculation of Adjustment Factor for FY 2025/26
= 6.44%
Population Change - City = -0.32%
Population Change - County = 0.31%
Per Capita converted to a ratio: 6.44+ 100
Appropriations Limit FY 2025/26 100
Population converted to a ratio: 0.31 + 100
100
Calculation of adjustment factor for FY 2025/26 1.0644 x 1.0031= 1.0677 = 1.0031
EXHIBIT A
CITY OF NORWALKAPPROPRIATIONS LIMITFISCAL YEAR 2025/26
Per Capita Cost Of Living Change
= 1.0644
ATTACHMENT NO. 2
Appropriations Subject to Limitation
Total Revenues FY 2025/26 274,822,692 $
Less: Revenues Excluded from the Limit (166,399,620)
Non-Proceeds of Taxes (42,493,306)
Proceeds of Taxes 65,929,766
Less: Exclusions -
Appropriations Subject to Limitation 65,929,766$
Summary:
Appropriations Limit FY 2025/26 (Resolution No. 25-22) 118,730,355$ Less: Appropriations Subject to Limitation (65,929,766) Favorable Variance (Amount is Under Appropriation Limit) 52,800,589$
CITY OF NORWALK
APPROPRIATIONS SUBJECT TO LIMITATION
FISCAL YEAR 2025/26
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Devon Jimenez, City Controller/Deputy City Treasurer
Jennifer Hernandez, Senior Management Analyst
SUBJECT: RESOLUTION NO. 25-23 - 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 17, 2025
Resolution No. 25-23 - Investment Policy FY 2025/26 Page No. 2 1 3
9 8
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. 25-23, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2025/26 STATEMENT OF
INVESTMENT POLICY AND AUTHORIZING THE CITY TREASURER TO INVEST AND
REINVEST IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH THE 2025/26 STATEMENT OF INVESTMENT POLICY.
Attachments:
1. Resolution No. 25-23
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. 25-23
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK, ADOPTING THE 2025/26 STATEMENT OF INVESTMENT POLICY, AND
AUTHORIZING THE CITY TREASURER TO INVEST AND REINVEST
IDLE MONIES OF THE CITY OF NORWALK IN ACCORDANCE WITH
THE 2025/26 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 2025/26 Statement of Investment Policy and authorizes the City Treasurer to invest and reinvest idle monies of the City of Norwalk in accordance with the 2025/26 Statement of Investment Policy.
Section 2.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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED on 17th day of June 2025.
________________________________
TONY ALAYA
MAYOR
ATTEST:
__________________________________
THERESA DEVOY, CMC
CITY CLERK
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ATTACHMENT NO. 2
CITY OF NORWALK
STATEMENT OF INVESTMENT POLICY
Fiscal Year 2025/2026
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 Cit y'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. S afety
S
afety 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
Li
quidity 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.
PAGE 1 OF 4
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 17, 2025
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. 25-24 - ADOPTING PURCHASING POLICY FOR FISCAL YEAR 2025/26
Background:
The City is required to annually update its Purchasing Policy in accordance with the Norwalk Municipal Code (“NMC”) Chapter 3.16 to effectively administer the purchasing ordinance.
This update may include competitive bidding, purchasing practices, related administrative authority, etc. One such change to be considered each year is a change in the Purchase Authority authorization limit – the limit for which purchases may be approved of by the Purchasing Authority (City Manager) without City Council approval, as long as there is available funding in the Adopted Budget.
In accordance with NMC §3.16.060, the Purchasing Authority authorization limit is to be “automatically adjusted on July 1, 2021, and each July 1st annually thereafter based upon the percentage change in the Consumer Price Index (“CPI”) for the Los Angeles-Anaheim-Riverside area as published by the U.S. Department of Labor from March of the prior year to March of the current year.”
The attached Purchasing Policy, Exhibit A to Resolution No. 25-24, reflects the annual update to the Purchasing Policy for Fiscal Year (FY) 2025/26 effective July 1, 2025.
The Purchasing Policy, for FY 2025/26 has the following changes:
•Authorization limits - The Purchasing Authority (City Manager) authorization limit is established at $40,600. This represents an increase of 3% from FY 2025 level of $39,400
City Council June 17, 2025
FY 25-26 Purchasing Policy – Resolution No. 25-24 Page No. 2 1 3
8 1
and is based on the increase from the March 2024 to March 2025 Consumer Price Index (“CPI”) for the Los Angeles-Long Beach-Anaheim area as required by NMC §3.16.060. •City expenditures of $9,000 or less in any one transaction will not require a purchase order. This represents a 3% increase from the prior level of $8,700 based on the increase in CPI and rounded to the nearest hundred.
Fiscal Impact:
N/A
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended action will further the City’s Strategic Plan Goal 3: Partner with our stakeholders to create and sustain a resilient and economically prosperous City with opportunity for everyone.
Recommended Action:
Staff recommends City Council adopt Resolution No. 25-24, A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF NORWALK ADOPTING THE PURCHASING POLICY FOR FISCAL YEAR 2025/26.
Attachments:
Resolution No. 25-24
4 1
5 2
RESOLUTION NO. 25-24
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK ADOPTING THE PURCHASING POLICY FOR FISCAL YEAR 2025/26
WHEREAS, Government Code sections 54201 et seq. govern purchasing by local government bodies requiring that every local agency adopt policies and procedures to govern their purchases of supplies, equipment, and services; and WHEREAS, the current Purchasing Policy was adopted by City Council June 18, 2024; and
WHEREAS, Chapter 3.16 of the Norwalk Municipal Code (NMC) permits periodic revision of Purchasing Policy; and
WHEREAS, Exhibit A is the Purchasing Policy for Fiscal Year 2025/26, effective July 1, 2025; and
WHEREAS, the Purchasing Policy for Fiscal Year 2025/26 establishes, among other things, the Purchasing Authority Limit, which rises annually based on the Consumer Price Index; and
WHEREAS, City Council desires to institute the attached Purchasing Policy, including setting the adjusted Purchase Authority Limit for Fiscal Year 2025/26.
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK
HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The City Council hereby approves Exhibit A, Purchasing Policy, which is incorporated by this reference as though set forth in full, as the policy which shall supersede prior policies and shall govern the City of Norwalk’s purchasing functions pursuant to Chapter 3.16, “Purchasing System,” of Title 3, “Revenue and Finance,” of the Norwalk Municipal Code.
Section 2. The Mayor, or presiding officer, is hereby authorized to affix his signature on this Resolution signifying its adoption by the City Council of the City of Norwalk and the City Clerk, or his duly appointed assistant, is directed to attest hereto.
APPROVED AND ADOPTED on this 17th day of June 2025.
_____
TONY AYALA
MAYOR
ATTEST:
____________________________
THERESA DEVOY, CMC
CITY CLERK
Attachment No. 1
Resolution No. 25-24 Page 2 of 52
CITY OF NORWALK
Purchasing Policy Summary
FY 2025-2026
$40,600 Purchasing Authority Authorization LimitNMC 3.16.06 Purchase Type:
Supplies, materials and equipment, and
nonprofessional services NMC 3.16
Amount Bidding PO On Site Services*
$9,000 and
Under
No Specific requirements;
Competitive bidding to be used whenever practical
Purchase Order (PO) issued upon request
NO
•Fully executed Terms and
Conditions or Agreement
•Insurance documentation on
file
$9,001 to
$40,600
Informal Bid
Department solicits at least 3 bids;
Bid award by Finance via purchases order YES
•Fully executed Terms and
Conditions or Agreement
•Insurance documentation on
file
$40,601 and
Over
Formal Bid or RFP documents Advertising for
sealed bids or proposals City Council approves
contract
YES
•Agreement – Approved by
City Council
•Insurance documentation on
file
*On-site Service – any vendor that comes on City property to provide service Exhibit A
Resolution No. 25-24 Page 3 of 52
Purchase Type: Professional Service NMC 3.21
Amount Bidding PO Agreement required
$9,000 and
Under
No Specific requirements;
Competitive bidding to be used whenever practical.
Purchase Order issue upon request NO
•Professional Services
Agreement
•Insurance documentation on
file
$9,001 to
$40,600
Informal Bid
Department solicits at least 3 bids; YES
•Professional Services
Agreement
•Insurance documentation on
file
$40,601 and
Over
Formal Bid or RFP documents
Advertising for sealed bids or proposals YES
•Professional Services
Agreement – Approved by
City Council
•Insurance documentation on
file
Purchase Type: Public Project NMC 3.17
Amount Bidding PO Agreement required
$75,000 and
Under
No Specific requirements - Level 1 project Section
22032 of the Public Contract Code Competitive bidding
to be used whenever practical. YES
•Agreement – Approved by
City Council
•Insurance documentation on
file
$75,001 to
$220,000
Informal Bid - Level 2 project
Section 22032 of the Public Contract Code
Department solicits at least 3 bids;
May be verbal with a written quote – no bid may be
verbal only
YES
•Agreement – Approved by
City Council
•Insurance documentation on
file
$220,001 and
Over
Formal Bid - Level 3 project
Section 22032 of the Public Contract Code
Newspaper advertising for sealed bids or proposals
City Council approves contract
YES
•Agreement – Approved by
City Council
•Insurance documentation on
file
Resolution No. 25-24 Page 4 of 52
CITY OF NORWALK POLICY STATEMENT
Number: 25-01
Subject: Purchasing Policy
Adopted Date: June 17, 2025
Effective Date: July 1, 2025
BACKGROUND
The main theme of the Manual reflects the philosophy of the Finance Department to obtain supplies, equipment, and services as required by all Departments in a timely manner, at the best possible price, and within the boundaries as set forth by City policy.
PURPOSE
To establish City policies and procedures regarding the purchasing ordinance of the City of Norwalk (NMC Chapter 3.16) this includes competitive bidding, purchasing practices, and related administrative authority. The purpose of this policy is to provide for the effective administration of the purchasing ordinance. This system has been developed in order to achieve the following objectives:
1. Secure goods and services at the lowest cost possible commensurate with quality requirements.
2. Establish authority, responsibility and accountability for purchasing activities conducted on behalf of the City.
3. Ensure competition and impartiality in all purchasing transactions to the maximum extent possible.
4. Standardize procedures where appropriate to ensure that organization-wide policies and goals are achieved.
5. Maintain Department responsibility, initiative and flexibility in evaluating, selecting and purchasing goods and services.
6. Implement simple yet effective internal control procedures that appropriately support planning, maximize productive use of public funds and protect City assets from unauthorized use.
7. Communicate organization-wide purchasing goals, policies and procedures to Departmental staff involved in purchasing activities.
Application of Purchasing Policy
The purchasing policy and procedures applies to the purchase of all goods (supplies, materials and equipment, and nonprofessional (NMC Chapter 3.16), professional services (NMC Chapter 3.21) and public projects (NMC Chapter 3.17).
Resolution No. 25-24 Page 5 of 52
Definitions
The following words and terms shall be defined as follows unless the context indicates that a different meaning is intended:
“Annual Recovered Organic Waste Product Procurement Target” means the amount of Organic Waste in the form of a Recovered Organic Waste Product that the City is required to procure annually under 14 CCR Section 18993.1. “Bidders list” means a current file of sources of supply of articles for each category of commodities repetitively purchased for City use.
“City” means the City of Norwalk.
“City Council” means the City Council of the City of Norwalk. “Compost” means the product resulting from the controlled biological decomposition of organic solid wastes that are source separated from the municipal solid waste stream or which are separated at a centralized facility or as otherwise defined in 14 CCR Section 17896.2(a)(4).
Compost eligible for meeting the Annual Recovered Organic Waste Product Procurement Target must be produced at a compostable material handling operation or facility permitted or authorized under 14 CCR Chapter 3.1 of Division 7 or produced at a large volume in-vessel digestion facility that composts on-site as defined and permitted under 14 CCR Chapter 3.2 of Division 7. Compost shall meet the State’s composting operations regulatory requirements.
“Direct Service Provider” means a person, company, agency, district, or other entity that provides a service or services to Jurisdiction pursuant to a contract or other written agreement or as otherwise defined in 14 CCR Section 18982(a)(17). “Department” means any of the departments, offices, or other organizational units of the City.
“Electricity Procured from Biomass Conversion” means electricity generated from biomass facilities that convert recovered Organic Waste, such as wood and pruning from the municipal stream, into electricity. Electricity procured from a biomass conversion facility may only count toward the Jurisdiction’s Annual Recovered Organic Waste Product Procurement Target if the facility receives feedstock directly from certain permitted or authorized compostable material handling operations or facilities, transfer/processing operations or facilities, or landfills, as described in 14 CCR Section 18993.1(i).
Resolution No. 25-24 Page 6 of 52
“Local bidder” means a firm or individual who regularly maintains a place of business and transacts business in, maintains an inventory of merchandise for sale in, is licensed by, or pays business taxes to the City.
“Local Vendor Preference is 5% - In the tabulation of bids by the City to ascertain the lowest responsible bidder, the Purchasing Authority, as to each local vendor, tabulate that local vendors' bid as if it were 5% below the figure actually set forth in the bid. (NMC
3.20.030)
“Maintenance work” means the same as this term is defined in Public Contract Code Section 22002(d), and includes all of the following:
1. Routine, recurring and usual work for the preservation or protection of any publicly owned or publicly operated facility for its intended purposes;
2. Minor repainting;
3. Resurfacing of streets and highways at less than one inch;
4. Landscape maintenance, including mowing, watering, trimming, pruning, planting, replacement of plants and servicing of irrigation and sprinkler systems;
5. Work performed to keep, operate and maintain publicly owned water, power or waste disposal systems, including, but not limited to, dams, reservoirs, power plants and electrical transmission lines of two hundred thirty thousand (230,000) volts and higher.”
“Non-responsible bidder” means a bidder or prospective bidder who fails to furnish, upon written request, proof of its responsibility; who has, as a vendor or contractor with the City, made slow or unsatisfactory deliveries or otherwise performed unsatisfactorily; or who has violated or attempted to violate, any provisions of this chapter. “Nonprofessional Service” means any and all services, but not constituting professional services or Public Projects, but including maintenance work. “Online Bidding Platform” means the City’s contracted online bid management software. “Organic Waste” means solid wastes containing material originated from living organisms and their metabolic waste products including, but not limited to, food, yard trimmings, organic textiles and carpets, lumber, wood, Paper Products, Printing And Writing Paper, manure, biosolids, digestate, and sludges, or as otherwise defined in 14 CCR Section 18982(a)(46). Biosolids and digestate are as defined in 14 CCR Section 18982(a)(4) and 14 CCR Section 18982(a)(16.5), respectively.
Resolution No. 25-24 Page 7 of 52
“Professional Services” means services, other than services constituting Public Projects, performed by specially trained persons or firms in a professional occupation, including, but not limited to, services in connection with financial, economic, accounting, auditing, architectural, engineering, planning, legal, administrative or other matters involving advanced or specialized knowledge, expertise or training gained by formal studies. “Public Project” means the same as this term is defined in Public Contract Code Section 22002, and as may be amended from time to time.
“Purchasing Authority” means the Purchasing Authority or any individual designated in a written policy adopted by the City Council to carry any duty set forth in this Ordinance and filed with the City Clerk and Department of Finance. “Purchasing Authority Authorization Limit” the amount determined in accordance with Section 3.16.060 – set at $40,600 in fiscal year 2024-25. “Recovered Organic Waste Products” means products made from California, landfill- diverted recovered Organic Waste processed at a permitted or otherwise authorized operation or facility, or as otherwise defined in 14 CCR Section 18982(a)(60). Products that can be used to meet the Annual Recovered Organic Waste Product Procurement Target shall include Compost, SB 1383 Eligible Mulch, Renewable Gas from an in-vessel digestion facility, and Electricity Procured from Biomass Conversion as described herein and provided that such products meet requirements of 14 CCR, Division 7, Chapter 12, Article 12.
“Responsive bid” means an offer, submitted in ink or typewritten form, to furnish supplies, materials and equipment, or services, and complying with the specifications, delivery terms and conditions, and other requirements included in the invitation for bids. “Responsive and Responsible Bidder” means a bidder who submits a responsive bid; who has furnished, upon written request, information and data to prove that its financial resources, production facilities, service reputation and experience are adequate to make satisfactory delivery of the supplies, materials or equipment on which it bids; and who has not violated, or attempted to violate, any provisions of this chapter. “SB 1383 Eligible Mulch” means mulch eligible to meet the Annual Recovered Organic Waste Product Procurement Target, pursuant to 14 CCR Chapter 12 of Division 7. This SB 1383 Eligible Mulch shall meet the following conditions for the duration of the applicable procurement compliance year, as specified by 14 CCR Section 18993.1(f)(4):
1. Produced at one of the following facilities:
a. A compostable material handling operation or facility as defined in 14 CCR Section 17852(a)(12), that is permitted or authorized under 14 CCR Division 7, other than a chipping and grinding operation or facility as defined in 14 CCR Section 17852(a)(10); Guidance: Note that SB 1383 Eligible Mulch excludes mulch from chipping and grinding operations. b. A transfer/processing facility or transfer/processing operation as defined in Resolution No. 25-24 Page 8 of 52
14 CCR Sections 17402(a)(30) and (31), respectively, that is permitted or authorized under 14 CCR Division 7; or,
c. A solid waste landfill as defined in Public Resources Code Section 40195.1 that is permitted under 27 CCR Division 2.
“Services” means any and all services, including utility services, which shall be furnished to or used by any Department and the rental or lease of equipment and machinery furnished to or used by any Department.
“Supplies, materials and equipment” means any and all articles or items which shall be furnished to or used by any Department. Supplies, materials and equipment shall not include services.
“CUPCCAA” means the California Uniform Public Construction Cost Accounting Act, as set forth in Public Contract Code section 22000 et seq.
Purchasing Authority designated - Powers and duties (NMC 3.16.050) The City's purchasing ordinance delegates purchasing authority to the City Manager.
The Purchasing Authority may delegate all or a portion of the contracting or purchasing duties to any City staff member. The Purchasing Authority’s functions shall include the following powers and duties:
A. Negotiate, purchase, and contract for supplies, materials and equipment, and Services required by City Departments, within the authorization limits of 3.16.060, pursuant to the procedures provided in chapter 3.16;
B. Endeavor to obtain as full and open competition as possible on all purchases; C. Supervise the inspection of all supplies, services, and equipment purchased to ensure conformance with specifications;
D. Develop, prescribe and maintain, such administrative policies, forms and files as may be reasonably necessary for the efficient purchases on behalf of the City; E. Prepare procedural regulations governing the purchase of supplies, materials and equipment, and services, in accordance with the requirements prescribed in this chapter;
F. Facilitate the transfer of surplus or unused supplies and equipment among Departments as needed;
Resolution No. 25-24 Page 9 of 52
G. Recommend the sale or disposal of all supplies and equipment which cannot be used by the City, or which have become unsuitable for City use; H. Maintain a bidders’ list, vendors catalog file and records needed for the efficient operation of the purchasing Department
Delegation of Responsibility
The Purchasing Authority for Supplies, materials, equipment, non-professional and professional services is hereby designated as the City Controller.
The Purchasing Authority for Public Works projects is hereby designated as the City Engineer.
1. The City Controller further delegates to each of the ordering Department heads the authority to purchase goods or contract for services, up to $9,000, excluding technology, computer related items including software, provided that said contracts and purchases conform to the City's Municipal Code and administrative policy. (NMC
3.16.140)
General Responsibility
The City utilizes a purchasing system under which each Department is responsible for coordinating the purchase of its own goods and Services with the Finance Department. (NMC 3.16.140)
1. The Finance Department has the responsibility to:
a. Ensure that all Departments comply with the Purchasing Ordinance and this Purchasing Policy;
b. Prepare and/or review, request for quotation and Informal bids upon request of City Departments (purchases under Purchasing Authority Authorization Limit);
c. Distribute all formal bids (including supplies, materials, equipment, non- professional and professional services and public works projects); d. Prepare formal bids upon request of City Department for supplies, materials, equipment, non-professional and professional services; e. Maintain a viable Bidders’ list for use in the bidding process and to perform all other duties and responsibilities related to the purchasing ordinance and administrative policy.
Resolution No. 25-24 Page 10 of 52
2. Engineering will prepare all bids for public works projects. All contracts will be signed by the City Manager; contract amounts over the Purchasing Authority Authorization Limit of $40,600 must be approved by the City Council.
Departmental responsibility - It is the responsibility of each Department to:
1. Procure the needed goods and services at the least expense, while meeting minimum quality standards, in accordance with the purchasing ordinance and administrative policy;
2. Submit to the Purchasing Authority, City Controller, requisitions for the supplies, materials and equipment, and nonprofessional services as required for their operations that are within the limits of funds appropriated in the approved budget; a. The Purchasing Authority, City Controller, after reviewing any such requisition, may question its propriety and may require from the head of the requesting Department a justification of the quantity or quality requisitioned;
3. Obtain approval for all technology, computer related item, including software from the IT Manager, prior to submission of request form to Finance for purchase of item. Departments may not purchase technology, or computer related items, including software without prior approval;
4. Supervise the inspection of all goods and services purchases to conform to specifications. (NMC 3.16.080);
5. Maintain viable Bidders’ lists; solicit vendors in order to purchase or contract for goods and services;
6. Inform the Finance Department of all formal bids, including public works projects; upon informing the Finance Department of a formal bid, the Finance Department shall issue a bid number for the requested bid;
7. When ordering online with Amazon the City of Norwalk Business Amazon account must be used.
It is the responsibility of the Department accepting a grant to ensure compliance with grant procurement provisions, as federal or other grant programs may impose more stringent requirements than those established by the NMC.
Authorization limits – (NMC 3.16.060)
1.Purchasing Authority Authorization Limit established by NMC is $40,600.
Effective July 1, 2025 it will be adjusted annually by the same amount as the March Consumer Price Index for the Los Angeles-Long Beach-Anaheim area.
Limit amount does not include sales and use taxes or shipping charges.
Resolution No. 25-24 Page 11 of 52
2. Expenditure of City funds for $9,000 or less (sales and use taxes or shipping charges not included) in any one transaction or term agreement, for which there are appropriated funds in the City Council-approved budget do not require a purchase order.
3. The Purchasing Authority, City Controller, may approve and authorize all contracts and purchases involving an expenditure of City funds up to the Purchasing Authority Authorization Limit, $40,600, in any one transaction or term agreement.
4. All contracts and purchases over the Purchasing Authority Authorization Limit of $40,600 shall be approved by the City Council.
Availability of funds – NMC 3.16.170
1. No notice of award of contract shall be issued, no contract shall be signed, and no purchase order shall be issued, until the Finance Director or designee shall verify that the unexpended balance of appropriations concerned is sufficient to defray the amount of such contract or purchase order.
Unlawful purchases – NMC 3.16.180
1. If any purchase of supplies, materials or equipment, or nonprofessional services, is contrary to the provisions of the NMC Chapter 3.16, such purchase shall be void and of no effect, unless thereafter ratified by the person or body required by this chapter to approve such purchase.
2. No Department shall split its requirements for supplies, materials or equipment, or nonprofessional services into smaller estimated amounts in order to evade any of the provisions of the NMC Section 3.16.
3. Purchases of supplies, materials or equipment, or nonprofessional services for the private use of any official or employee of the City are prohibited.
General Policy
General Purchases
Purchase of all supplies, materials and equipment, and nonprofessional services (NMC Chapter 3.16), and professional services (NMC Chapter 3.21) will be made pursuant to the following guidelines.
1. Over-the-Counter
Purchases for less than $9,000 (exclusive of sales and use taxes) may be authorized by the Department Head. Although no specific purchasing requirements are established for this level of purchase, competitive bidding should be used whenever practical.
Resolution No. 25-24 Page 12 of 52
2. Informal Bidding/Open Market
Purchases, with an estimated value over $9,000 and up to the Purchasing Authority Authorization Limit of $40,600 (exclusive of sales and use taxes) may be made in the open market through the City’s online bidding platform. a. Wherever possible, open market purchases must be based on at least three (3) informal bids, and must be awarded to the lowest responsible bidder. If the lowest quote is not selected, the Purchasing Authority or designee shall document in writing the basis for such election NMC Section 3.20.010. b. Informal bids must be conducted through the City’s online bidding platform. c. The Finance Department must view bids from prospective vendors prior to purchase.
3. Formal Bid
Purchases with an estimated value greater than Purchasing Authority Authorization Limit of $40,600 (excluding sales and use taxes) must be obtained by the Formal Bid Procedure pursuant to NMC Section 3.20.020.
a. The City Council approval is required when value is higher than the Purchasing Authority Authorization Limit.
b. Formal bids must be conducted through the City’s online bidding platform.
Bidding – Exemptions – NMC 3.16.070
The following are exemptions to the bidding requirements:
1. The estimated cost of the supplies, materials and equipment, or nonprofessional services is $9,000 or less, exclusive of sales and use taxes due thereon.
2. The Purchasing Authority, City Controller, determines, that the supplies, materials and equipment, and nonprofessional services are obtainable only from a single or sole source, and therefore the purchase of such supplies, materials or equipment is not adaptable to competitive bidding examples include:
a. Unique Goods or Single Source Supplier: Purchases for a unique item, with a sole (single) supplier. In order for an item to be recognized as “unique goods”, there must be no equivalent product available. The unique status must be based on material differences in the function and usefulness of the product.
When the product or service required, based on its unique character, is only available through a single or sole source manufacturer, a negotiated purchase may be made from that sole source without formal competitive bidding. b. Trade Name Item Matching Existing Items: Purchases of brand name items available through a sole source where the brand name item is necessary due Resolution No. 25-24 Page 13 of 52
to the project goods being designed to match other goods already in use or already purchased or in the course of completion of a City project. c. Purchase of Unique Component or Replacement Part: Purchases of a component or replacement part for a product that is already in use, and for which there is no adequate substitute.
3. Purchase qualifies as an exemption under Joint Powers, Cooperative Purchasing programs utilizing purchasing agreements maintained by the county, state, or other public agencies,
4. Supplies, materials and equipment or nonprofessional services that are necessary to repair, maintain or improve the City’s utilization of supplies, material and equipment, which is a component part of the existing system.
5. An emergency exists, as determined by the City Manager, and ratified by the City Council in accordance with NMC Section 2.20.060(A), which requires the immediate purchase of the supplies, materials and equipment, or nonprofessional services.
6. An essential departmental operation affecting the public health, welfare or safety would be greatly hampered if the prescribed purchasing procedure would cause an undue delay in procurement of the needed item.
7. The Purchasing Authority determines that the best interests of the City would be served by purchasing or selling the supplies, materials or equipment without observing the procedure required by NMC section 3.16.010 or 3.16.020. a. Whenever the City Council approves the purchase of supplies, materials or equipment as provided in this section, the City Council may require that the Purchasing Authority solicit informal bids under such conditions and limitations as the City Council may impose.
b. Such bids shall be maintained, as a matter of public record, for a period of thirty (30) calendar days after the bids submittal or after the purchase is made, whichever is later.
Civil defense and disaster - the provisions of this chapter shall apply to the purchase, storage and disposal of commodities required for civil defense and disaster purposes only to the extent consistent Civil Defense and Disaster Plan of the City in the event of any emergency encompassed by such chapter.
8. Grants - any contract which is paid with grant monies shall strictly adhere to those purchasing provisions set forth in the applicable grant agreement and pursuant to any applicable state or federal law or regulation.
9. An emergency exists which requires the immediate purchase of supplies, materials, or equipment.
Resolution No. 25-24 Page 14 of 52
Local Vendor Preference
In the tabulation of bids by the City to ascertain the lowest responsible bidder, the Purchasing, as to each local vendor, tabulate that local vendors' bid as if it were 5% below the figure actually set forth in the bid. The Local Vendor Preference must be utilized solely for the purpose of determining the lowest responsible bidder, and must not have the effect of altering the bid of any such local vendor. (NMC 3.20.030) Purchase Orders
Purchases of supplies, materials and equipment or nonprofessional services must be made only by purchase order except for the following:
1. The estimated cost of the supplies, materials and equipment, and nonprofessional services is $9,000 or less, exclusive of sales and use taxes due;
2. In case of emergency, impractically or under procedures established by the Purchasing Authority. (NMC 3.16.160);
3. Onetime/Annual expense - onetime payment in full for supplies, materials and equipment or nonprofessional services that have been processed through the Informal or Formal Bid process may be paid using a Request Form (Exhibit A-1).
This Request Form must be approved by the Purchasing Authority or designee.
4. Purchases that by their nature do not require the use of the Purchase Order system. These would include:
•Utilities - water, electric power, natural gas, and telephone/data Advertisements and Notices.
•Courier/Delivery/Messenger Emergency Fuel Purchases Insurance Claims and Premiums Medical Payments (Physicians, lab)
Membership Dues.
•Court Fee.
•Payments to Other Governmental Units Petty Cash Replenishment. •Property Rentals.
•Real Property/Easement Acquisition Subscriptions.
•Trade Circulars or Books Travel Expense/Advances.
Insurance Requirements
All services provided on City property will be required to have:
Fully executed agreement or Standard Terms and Conditions for Purchases of Goods and Services (Exhibit A-2) on file with City Clerk. •Insurance documentation, as required in “Insurance Requirements for Informal Resolution No. 25-24 Page 15 of 52
Bid Process and Purchase Order Vendors Providing Nonprofessional Services”, will be on file and verified by the City Clerk.
Exceptions to the above insurance requirements are:
•Services as approved in writing by the Risk Manager,
•Mail and package delivery services.
All professional services will be required to have:
Fully executed professional Services Agreement on file with City Clerk •Insurance documentation, as required in the professional services agreement, will be on file and verified by the City Clerk.
Informal Bid (NMC 3.20.010)
For all purchases in excess of $9,000 and up to Purchasing Authority’s Authorization Limit of $40,600, at least three price quotations are needed, and the purchase awarded to the lowest responsive and responsible bidder. Informal bids must be solicited via the City’s online bidding platform.
Informal bids will be assigned a number by the department conducting the solicitation in the following format: FY- Department - Number. For example, if the Finance department is soliciting its first informal bid for the fiscal year, the solicitation number would be: 25- 1501-001.
Price quotations received outside of the City’s online bidding platform will not be accepted until such time as the solicitation is conducted using the City’s online bidding platform.
In determining vendors to be contacted for the submission of bids, the last vendor used by the City for the same or similar goods or services should be contacted to place a bid, and when feasible at least one local vendor contacted if the goods and services are available locally.
Bids must be solicited from prospective bidders through the City’s online bidding platform.
Prices quoted by all vendors will be posted publicly on the City’s online bidding platform following the bid deadline.
When the bid is awarded, the informal bid becomes public record and open for inspection.
Awards will be made to the lowest responsible bidder, or best bid. Departments are required to notify the Finance Department when the selection is made in order to update the solicitation status on the City’s online bidding platform.
In the event there are less than three responsive bidders that can quote on a requirement, the above guidelines will be followed.
In the absence of an agreement for nonprofessional services, a fully executed Standard Terms and Conditions for Purchases of Goods and Services (Exhibit A-2) will be on file with the City Clerk.
Resolution No. 25-24 Page 16 of 52
Informal bids may be used for purchases made within 12 months of bid date.
Preparation of the Informal Bid Quotation Work Sheet
A request for quote form must be used and uploaded to the City’s online bidding platform in soliciting bids from prospective vendors for orders greater than $9,000 and up to the Purchasing Authority’s Authorization Limit of $40,600.
Bid Award
After the bids have been solicited and documented, the purchase shall be awarded to the lowest responsive and responsible bidder. Bidders shall be advised that they will be notified only in case of successful bid.
Successful bidders will be required to provide an IRS W-9 form and insurance documentation, as required by the Risk Manager.
Formal Bid (NMC 2.20.020)
For all purchases in excess of the Purchasing Authority’s Authorization Limit of $40,600:
Formal Bids will be assigned a number through the Finance Department; completed Bid Packages must be uploaded to the City’s online bidding platform and posted by the Finance Department.
Preparation of the Bid Package - The initiating Department shall prepare the bid package (“`Bid Package”).
There are seven essential components to the Bid Package: Notice Inviting Bids, Bid Terms and Conditions, Bid Security, Performance Bond, Bidder's List, Bid Specifications, and Bid Submission form. The following is a description of each of these components:
1. Preparing Notice Inviting Bids - The notice shall be prepared by the initiating Department for the City Clerk's approval. The newspaper notice required in this section shall include:
a. A general description of the goods to be purchased or scope of services to be provided
b. State where bid forms and specifications may be secured c. Time and place for submitting bids
d. Time and place for opening bids
e. A fee set for plans and specifications
General Notice Inviting Bids - Notice Inviting Bids must be published at least 10 days before the date of bid opening on the City’s website. The Purchasing Authority, or designee, may also choose to publish the notice in a local newspaper, trade Resolution No. 25-24 Page 17 of 52
newspaper, or trade journal in order to provide notice to the largest number of prospective bidders.
Advertising - The initiating Department is required to advertise in accordance with the above-stated requirement.
Bulletin Board and City Website – Formal Bids will be advertised by a notice posted on a public bulletin board in City Hall. The City’s website can also be used to advertise the City’s solicitations.
2. Bid Terms and Conditions - This portion of the Bid Package contains a set of instructions and the general information needed to be considered by all bidders prior to bid submission. This information may include:
a. The term of the agreement
b. Tax exempt information
c. The rights of accepting or rejecting bids
d. Non-discrimination provisions
e. Standard shipping and delivery instructions
f. Payment terms
g. How to complete and submit the bid forms
h. Criteria to be used in evaluating the bid
i. Any other factors pertinent to that particular bid
3. Bid Security - The purpose of Bid Security is to ensure that: the bidders do not withdraw their bids within the period specified for acceptance; the bidders will honor the award of the bid as executed by the City; and that the bidders will provide bonds or insurance certifications required by the City. If required, Bid Security shall be indicated in the Bid Terms and Conditions, as well as in the Notice Inviting Bids. a. Bid Security may be presented in a number of acceptable forms: Cashier's check, certified check, money order, or bid bond signed by an admitted surety insurer (a surety company authorized to do business in California). b. The amount of the Bid Security should be at least 10 percent of the total bid, and may be increased, if deemed necessary by the City Attorney or Purchasing Authority (City Controller) or respective Department Director. c. The Bid Security should be returned to each unsuccessful bidder within 20 days after the successful bidder has signed the contract.
d. The Bid Security must also be returned to the successful bidder. If the successful bidder refuses or fails to execute the contract within 5 days after the notice of the award of the contract has been mailed, the successful bidder shall forfeit the Bid Security, and the City Council may award the contract to the next lowest responsible bidder.
Resolution No. 25-24 Page 18 of 52
e. Bidders who regularly do business with the City shall be permitted to file with the City Clerk an annual bid bond in an amount established by the Purchasing Authority. Such annual bonds shall be acceptable as surety in lieu of the furnishing of surety with each individual transaction. If required by law, a copy of such bond shall accompany the bid, and the annual bond shall afford sufficient security for the specific bid.
4. Performance Bond - The Purchasing Authority has authority to require a Performance Bond before entering into a contract. Such bond must be in an amount deemed reasonably necessary to protect the best interest of the City. If it is determined that a Performance Bond is to be posted prior to entering into a contract, the form and amount of the bond must be described in the public Notice Inviting Bids, as well as in the Bid Terms and Conditions. A Performance Bond must be issued by an admitted surety insurer.
a. Bidders who regularly do business with the City shall be permitted to file with the City Clerk an annual Performance Bond in an amount established by the Purchasing Authority. Such annual bonds shall be acceptable as surety in lieu of the furnishing of surety with each individual transaction; provided that, where required by law, a copy of such bond shall accompany the bid, and provided the annual bond affords sufficient security for the contract.
5. Bidder's List - This is a listing of potential vendors that are believed to possess the capability to provide the needed supplies or equipment. All vendors on the City’s Bidder’s List must register and become a certified vendor through the City’s online bidding platform.
1. Bidder's Lists developed for projects funded with Federal or State funds requiring maximum participation by minority (MBE) and women- owned (WBE) businesses shall include potential MBE and WBE qualified vendors.
The City’s Bidder’s List will be available publicly online through the City’s online bidding platform.
6. Bid Specifications - This portion of the package states the concise set of requirements to be met by a product, material, or process that will be furnished by the successful bidder. Prior to soliciting bids, appropriate Bid Specifications shall be prepared.
a. Specifications set forth the essential characteristics of the items being purchased in order to provide a common basis for bidding and to ensure that all bidders will know exactly what is required and can accurately compute bids. b. The degree to which specifications are open or unrestrictive directly affects the type and extent of the competition obtained. In addition, specifications provide a Resolution No. 25-24 Page 19 of 52
control to ensure that the quality level purchased is best suited to the item's intended use.
c. Specifications are used during the evaluation of bids to determine whether or not bids solicited are responsive to the City's proposal.
Bid Submission Form - This form is included in the Bid Package and provides a standardized format for each bidder to submit bid prices, deviations to specifications, firm name, address, and signature of the authorized representative. Depending on the number of bid items, the Bid Submission form may be formatted, together with the Bid.
General information for Formal Bids
1. Pre-Bid Conference - If the nature of the bid is particularly complex, it may be desirable to conduct a Pre-Bid Conference with the prospective bidders as a group to provide additional bid information and to answer any questions concerning the Bid Package. If a Pre-Bid Conference is to be scheduled, it shall be indicated in the Notice Inviting Bids, with the time and place of the conference provided. If a pre-bid conference is being held virtually, the link must be provided to all prospective bidders, at minimum, 24 hours before the virtual meeting.
2. Bid Opening -
a. Sealed bids shall be submitted via the City’s online bidding platform. Mailed, emailed, faxed, or hand delivered bids will not be accepted. b. Sealed bid results will be displayed publicly upon bid opening via the City’s online bidding platform.
c. The Purchasing Authority, or designee, and a representative of the initiating Department shall tabulate the bids.
d. No bids shall be accepted after the stated time specified in the Notice Inviting Bids.
3. Bid Analysis - In order to assist in performing an objective analysis of the bids received, it is desirable that specification design and performance standards be expressed numerically in terms of appropriate units. Bid Specifications shall:
a. Identify numerical requirements in a simple, specific manner. Examples: tons, yards, cubic feet, gallons, linear feet, cases, cartons. b. Be outlined allowing for competitive bidding.
Contract
Resolution No. 25-24 Page 20 of 52
This is the agreement formalizing the award of the bid, which shall be executed for all purchases made through the formal bid process as determined by the City Attorney. All contracts over the City Manager’s approval limit of $40,600 must be approved by the City Council. Successful Bidders will be required to provide an IRS W-9 form and insurance documentation.
1. City Council Award of Contract –
a. The initiating Department shall prepare the staff report to the City Council requesting approval to award the contract to the lowest responsive responsible bidder.
b. Prior to the submittal of the item to the City Clerk's office for placement on the City Council Agenda, the initiating Department shall obtain the appropriate purchasing, fiscal, and legal review of the report.
c. The City Council may award a contract or reject all bids. Rejection may be in whole or in part of a bid, if permitted by the Bid Specifications. d. If two or more bids are received for the same total amount (quality and service being equal), and if the Council finds that the public interest will be furthered, the Council may accept the bid it chooses or proceed by negotiation, if not prohibited under State law (Public Contract Code Section 20166).
2. Agreement Execution - Upon City Council award of the bid, the City Clerk shall complete the execution of the Agreement.
a. The initiating Department shall prepare a request form to initiate the purchasing process, notify the unsuccessful bidders, and if applicable return or have available for pickup all Bid Securities.
Debarment of Non-responsible bidders
The Purchasing Authority may determine and declare a bidder to be nonresponsive and/or non-responsible and may remove its name from the Bidders List; and may debar the bidder from bidding for a reasonable period, not less than one year. Such debarred bidder shall be notified in writing of such action and shall be furnished with a statement of the reasons therefore.
Protest Procedures
Right to protest during pre-bid period - Any actual or prospective bidder, offeror or contractor who is aggrieved in connection with the solicitation or award of a contract may protest to the Purchasing Authority, in writing, within ten (10) days before the bid opening or within five days after the bid opening. (NMC 3.20.160) Filing of protest – Protests shall be made in writing to Purchasing Authority, within ten Resolution No. 25-24 Page 21 of 52
(10) calendar days before the schedule bid opening or within five (5) business days after the bid opening. A protest filed after the tenth (10th) day shall not be considered. A protest lodged after award by the City Council will not be considered. Protests shall also be made, in writing, if required, to any other state or federal agency, from which the City receives grant funds. (NMC 3.20.170)
Filing of protest during post bid evaluation and post award period - Protests shall be made in writing to the Purchasing Authority, within five (5) working days of notification a proposal has been recommended for award by the City; or after a proposal has been awarded. (NMC 3.20.160)
Subject of protest - Protesters may file a protest on any phase of the solicitation or award including, but not limited to, specifications, preparation, bid solicitation, award or disclosure of information marked confidential in the bid or offer. (NMC 3.20.180) Form - The protest shall include:
•name and address of the protestor;
•appropriate identification of the procurement, and if the contract has been awarded the bid number;
•statement of reasons for the protest;
•supporting exhibits, evidence or documents to substantiate any claims unless not available within the filing time, in which case the expected availability date shall be indicated. (NMC 3.20.190)
Notification of City Attorney
The Purchasing Authority shall submit a copy of the protest to the City’s Attorney within three (3) working days of receipt of written protest. (NMC 3.20.200) Requested information – time of filing - Any additional information requested by any of the parties should be submitted within the time periods established by the requesting source in order to expedite consideration of the protest. Failure of any party to comply expeditiously with a request for information by the Purchasing Authority may result in resolution of the protest without consideration of any information, which is untimely filed pursuant to such request. (NMC 3.20.210)
Stay of procurements during protest – (NMC 3.20.220)
A. When a protest has been filed within the designated period and before an award has been made, the Purchasing Authority shall make no award of the contract until the protest has been settled and the City’s Attorney has advised to proceed with the award.
B. When a protest has been filed within the designated period after award has been made, the Purchasing Authority shall not proceed with finalizing the contract until the Resolution No. 25-24 Page 22 of 52
protest has been settled and the City’s Attorney has advised to proceed with the award.
C. The decision of the Purchasing Authority is appealable to the City Manager. If no appeal is filed within ten (10) calendar days in writing to the City Manager, the decision of the Purchasing Authority shall be final.
D. Should an appeal be received by the City Manager within the designated period, a response will be provided within five (5) working days and shall be considered final.
E. The City does reserve the right to proceed with the award of a proposal pending the resolution of a protest when it is determined by the City Manager that:
i. The items to be procured are urgently required;
ii. Delivery or performance will be unduly delayed by failure to make the award promptly; or
iii. Failure to make a prompt award will otherwise cause undue harm to the City or FTA funding requirements.
Making information on protests available
The Purchasing Authority shall provide information to any interested party only when advised by the City’s Attorney to do so. (NMC 3.20.230) Time for decisions
A decision on a protest shall be made by the Purchasing Authority as expeditiously as possible after receiving all relevant, requested information, and only when advised by the City’s Attorney to do so. (NMC 3.20.240)
Bid preparation costs
The City Attorney shall determine the extent of the costs to be incurred in connection with the solicitation, including bid preparation costs other than attorney’s fees, when a protest is sustained and the protesting bidder or offer or should have been but was not awarded the contract under the solicitation. (NMC 3.20.250)
Contracts for Professional Services (NMC Chapter 3.21)
Contracts for professional services shall be covered by the same bidding requirements as general purchases (NMC Chapter 3.16) pursuant to the following guidelines.
Definitions
Resolution No. 25-24 Page 23 of 52
Professional services means services which require special performance criteria; special or specific equipment; specific experience, knowledge, training, personal judgment, quality of work or factors other than simply obtaining the service at the lowest cost to the City.
Such services include, but are not limited to, those provided by attorneys, architects, engineers, land surveyors, construction managers, appraisers, experts, accounting firms, security firms, computer consultants/programmers and/or other specialized consultants.
Professional services do not include services rendered by City officers or employees. a. Contracts for professional services estimated to cost $9,000 or less may be awarded by the Department Head.
Experience and qualifications of professional service providers
1. In contracting for professional services, such contracts shall only be awarded to firms or persons who have demonstrated adequate levels of experience, competence, resources/equipment, staffing and other professional qualifications necessary for more than a satisfactory performance of the services required in the time period needed
2. The Department requesting the professional service must determine that a firm has an adequate level of competence,
a. Cost will not be the sole criterion in selecting the successful bidder. b. Professional services proposals will be evaluated based on a combination of factors that result in the best value to the City, including but not limited to:
▪Understanding of the work required by the City
▪Quality and responsiveness of the proposal Demonstrated competence and professional qualifications necessary for satisfactory performance of the work required by the City ▪Recent experience in successfully performing similar services ▪Proposed methodology for completing the work
▪References
▪Background and related experience of the specific individuals to be assigned to the project
Resolution No. 25-24 Page 24 of 52
▪Proposed compensation
▪If it is determined that it is in the best interest of the City for services to be provided by a specific consultant
3. No services shall commence prior to having a fully executed agreement, as well as adequate insurance and bond coverage, prior to the performance of professional services.
Conformance with bidding procedures (NMC 3.21.030)
The acquiring of professional services shall be made and accomplished in conformity with Section 3.21.050 or Section 3.21.060 except:
A. When an emergency, as determined by the Purchasing Authority with the approval of the City Manager, is deemed to require that an order be placed with the nearest available source.
B. When the professional services needed can be obtained from one source only.
C. When the City Council by a four-fifths vote determines to dispense with such bidding and other procedures required by the above-mentioned sections in every individual instance upon a finding by the City Council that it would be impractical, useless, or uneconomical in such instance to follow the procedures, and that the welfare of the public would be promoted by dispensing with the same.
D. When the amount of the professional services involved is $9,000 or less.
E. Compliance with the requirements set forth in the provisions of this chapter shall apply to all contracts awarded after the effective date of this subsection, as may be amended.
Decentralized bid solicitation – (NMC 3.21.050)
Soliciting bids for professional services is decentralized and shall be the responsibility of the Department director requesting the service, utilizing the template authorized by the City Attorney; however, the Purchasing Authority may be contacted to assist with bids requiring the formal sealed RFP process set forth in Section 3.21.060.
Contracts for up to the Purchasing Authority Authorization Limit – (NMC 3.21.060) The following procedure shall be used when seeking professional services estimated to have an annual cost of up to the Purchasing Authority Authorization Limit of Section
3.16.060.
A. In nonemergency situations, the requesting Department shall obtain a minimum Resolution No. 25-24 Page 25 of 52
of three consultants or firms.
B. Unless the Purchasing Authority’s designee authorized the entering into or the award of a specific contract for professional services, the City Manager shall approve in writing the award of all such contracts, taking into consideration the recommendation of the Department director requesting the professional services at issue.
C. The City Manager or her/his duly authorized designee is authorized to approve professional service contracts with an annual estimated cost of up to the Purchasing Authority Authorization Limit of Section 3.16.060.
Contracts of more than the Purchasing Authority Authorization Limit – NMC
3.21.070
The following procedure shall be used when seeking professional services estimated to have an annual cost of more than the Purchasing Authority Authorization Limit of Section
3.16.060.
A. In nonemergency situations, Departments shall utilize the following formal sealed request for proposal process:
1. A formal sealed RFP template provided by the Purchasing Authority shall be developed for solicitation of professional services contracts of more than the Purchasing Authority Authorization Limit of Section 3.16.060.
2. The Department shall advertise in appropriate publications and/or use the professional services listings, as available, during the solicitation process.
3. Notice inviting RFPs shall be posted upon a bulletin board at City Hall and on the City's website at least ten (10) calendar days before the due date of submission of the RFP, when reasonably possible.
4. The notice shall at least describe the general type of service needed, how the RFP minimum scope of work can be obtained, the requirement of a written sealed proposal, state the closing date, method of submission, and time for submission of the RFP.
5. Sealed request for proposals shall be submitted via the City’s online bidding platform directly.
6. Departments shall analyze proposals for compliance with RFP requirements, value of the total scope of services and make a recommendation to City Council for selection or for follow up interviews with those consultants/firms submitting proposals.
B. Contracts for professional services of more than the Purchasing Resolution No. 25-24 Page 26 of 52
Authority Authorization Limit of Section 3.16.060 require the approval of the City Council.
C. Contracts for professional services shall be on the City's standard form and shall be reviewed and approved as to form by the City Attorney.
Splitting purchases or contracts—financial interest prohibited – (NMC 3.21.080) A. No officer or employee of the City or its agencies shall split or separate a purchase/procurement of professional services for evading the dollar amount bid threshold provisions of this chapter. The acquisition of professional services should be made with a single contract covering all services to be provided.
B.No City employee who participates in the selection or approval of a professional service provider, nor any person who has supervisory responsibility for any such employee, shall have a financial interest in any professional service provided by the business entity under consideration.
PUBLIC WORKS - PROCEDURES RELATING TO COMPETITIVE BIDS NMC CHAPTER 3.17
Adoption of Uniform Public Construction Cost Accounting Act The City has elected to be subject to the Uniform Public Construction Cost Accounting Act (hereinafter referred to as the "CUPCCAA"). City contracts for Public Projects and maintenance work shall be governed by applicable state laws including the CUPCCAA, Public Contract Code Section 22000 et seq, and the California Uniform Construction Cost Accounting Commission's (hereinafter, "UCAA Commission") policies and procedures manual and cost accounting review procedures, as amended from time to time.” Definitions
Unless the context otherwise requires, the following definitions, as well as the definitions in Chapter 3.16 (Purchasing System), shall govern the construction of this chapter:
“Facility” means any plant, building, structure, ground facility, utility system, subject to the limitation found in paragraph 3 of the “Public Project” definition below, real property, streets and highways, or other public work improvement. “Level 1 projects” means Public Projects below $75,000 the monetary threshold of subdivision (a) of Section 22032 of the Public Contract Code. This project can be performed by the employees of a public agency by force account, by negotiated contract, or by purchase order.
“Level 2 projects" means Public Projects below the $220,000 monetary threshold of subdivision (b) of Section 22032 of the Public Contract Code, may be let to contract by informal procedures as set forth in this article
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"Level 3 projects" means Public Projects of $220,000 or more, the monetary threshold of subdivision (c) of Section 22032 of the Public Contract Code, except as otherwise provided in this article, be let to contract by formal bidding procedure. “Public Project” means any of the following:
a. Construction, reconstruction, erection, alteration, renovation, improvement, demolition, installation and repair work involving any publicly owned, leased or operated facility;
b. Painting or repainting of any publicly owned, leased or operated facility; c. In the case of a publicly owned utility system, “public property” includes only the construction, erection, improvement or repair of dams, reservoirs, power plants and electrical transmission lines of two hundred thirty thousand (230,000) volts and higher.
“Public Project” does not include maintenance work. For purposes of this article, “maintenance work” includes all of the following:
a. Routine, recurring and usual work for the preservation or protection of any publicly owned or publicly operated facility for its intended purposes; b. Minor repainting;
c. Resurfacing of streets and highways at less than one inch; d. Landscape maintenance, including mowing, watering, trimming, pruning, planting, replacement of plants and servicing of irrigation and sprinkler systems;
e. Work performed to keep, operate and maintain publicly owned water, power or waste disposal systems, including, but not limited to, dams, reservoirs, power plants and electrical transmission lines of two hundred thirty thousand (230,000) volts and higher.”
“Facility” means any plant, building, structure, ground facility, utility system, subject to the limitations found in
Public Works Competitive Bid Requirements (NMC 3.17.030) This section shall govern the procedures for bidding all contracts to perform Public Projects, including any associated purchase of supplies, materials, and equipment for such projects. Projects funded by federal, state, or local grants shall be awarded pursuant to the more restrictive bidding requirements, listed above for professional Resolution No. 25-24 Page 28 of 52
services.
No Bid – (Level 1) – $75,000 or less
a. Level 1 projects may be awarded by negotiated contract or by purchase order without competitive bidding. Although no specific purchasing requirements are established for this level of purchase, competitive bidding should be used whenever practical.
Informal Bids – (Level 2) - between $75,001 and $220,000 a. For purchases between $75,001 and $220,000 for which formal competitive bids are not solicited, the informal bid procedures as outlined previously in this policy must be followed.
b. The Purchasing Authority may waive the requirement to solicit bids if performance of the Public Project is available from only one source and may solicit only two bids if performance of the Public Project is available from only two sources.
c. Oral Bids - Bids shall be orally solicited from a minimum of three sources and may be received orally. The person who solicits the bids shall prepare a memorandum to the file documenting the identity of the bidders and the amount of the bids that were obtained.
d. Written Bids.- Bid specifications shall be prepared and a notice inviting informal bids shall be solicited via the City’s online bidding platform. e. The contract shall be awarded to the lowest Responsive and Responsible Bidder only if the Purchasing Authority determines that such action is in the best interest of the City. The City may reject all bids or waive any irregularities or informalities in any bid or bidding.
Formal Bids – (Level 3) - over $220,000
a. Public Projects exceeding $220,000 will be required to have formal bids, as outlined previously. Competitive sealed bids must be solicited and the purchase awarded to the lowest Responsive and Responsible Bidder.
1. Public Works Projects Notice
a. The Notice Inviting Bids shall set a date for the opening of bids. b. The first publication or posting of the notice shall be at least 10 calendar days before the date of opening the bids.
c. Notice shall be published at least twice, not less than five days apart, in a newspaper of general circulation printed and published in the City or, if there is none, it shall be posted in at least three public places in the City that have been designated by ordinance as the places for posting public notices.
2. Public Works - Plans, specifications and working details - The City Engineer has the Resolution No. 25-24 Page 29 of 52
authority to prepare and adopt plans, specifications and working details for all informal contracts, and to develop plans, specifications and working details necessary to enable a qualified contractor to perform the work required for each informal contract awarded.
3. Davis – Bacon Act - In the event Sections 1770-1780 of the California Labor Code are repealed and not substituted with new provisions requiring the payment of the general prevailing rate of per diem wages and general prevailing rate of per diem wages for holiday and overtime work on City of Norwalk public works contracts, contractors on City of Norwalk public works projects in excess of one thousand dollars ($1,000.00) shall pay not less than the prevailing wages determined by the United States Secretary of Labor pursuant to the provisions of the Davis-Bacon Act. NMC
3.20.26 a. Notice of prevailing wage requirement must be included in Notice Inviting Bids b. Any contractor failing to pay the prevailing wage required California Labor Code shall pay the City a penalty of fifty dollars ($50.00) per day for each worker paid less than the prevailing wage and shall not be awarded a contract for a public works project by the City for a period of one year from the completion or termination of the contract
4. Opening of bids and award of contract - At the time provided in the notice inviting informal bids, the requesting department shall open all bids received via the City’s online bidding platform and shall award a contract to the lowest Responsive and Responsible Bidder based upon the recommendation of the City Engineer. If two or more bids are the same and lowest, the Purchasing Authority shall award the contract by drawing lots. If no bids are received, the City Engineer may solicit informal bids again, or perform the work by City forces, as he or she determines to be in the best interests of the City.
5. The City Council may waive the procedures required by this subsection if the City Council determines that performance of the Public Project is available only from a single source and may send a notice inviting bids to only two prospective bidders if the council determines that performance of the Public Project is available from only two sources.
6. Insurance. All contracts shall be accompanied by proof of the appropriate level of insurance at the time of execution. The insurance level required shall be in accordance with the City’s standard insurance requirements, or as otherwise approved by the Risk Manager.
EMERGENCY PURCHASES
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Local Emergency
In the event of the proclamation of a State or local emergency by the Governor or the Director of Emergency Services, or the existence of a state of war emergency, the Director of Emergency Services is empowered to obtain from other sources vital supplies, equipment, and such other properties found lacking and needed for the protection of life and property and to bind the City for the fair value thereof as provided in Sections 3.16.070(C) and 3.16.150 and, if required immediately, to commandeer the same for public use.
Emergency purchases (non Public Works)
Purchases made in order to protect the health, welfare or safety of the community. a. Emergency purchases must be cleared by the Purchasing Authority and will receive a purchase order number. This number must be given to the vendor for use on the packing slip or invoice.
b. If the Finance Department is closed and an emergency purchase has to be made, the Department must inform the Finance Department as soon as possible after it happens. A purchase order number will be assigned and the vendor notified of the number.
c.The City Manager or designee shall provide a full report on the emergency and work performed at the next meeting of the City Council, at which time the City Council must confirm such action by a four-fifths vote, and further determine appropriate action such as, but not limited to, whether work should continue without the benefit of informal or formal bidding.
Emergency purchases Public Works
In emergency situations, the competitive bidding procedure does not have to be observed if requirements of Sections 20168 and 22050 of the Public Contract Code are met. To ensure that all legal requirements are satisfied, the project manager must review pertinent provisions of the Public Contract Code and consult the City Attorney. Key provisions are as follows:
a. In the case of an emergency, the City Council may pass a resolution by a four- fifths vote declaring that the public interest and necessity demand the immediate expenditure of public funds to safeguard life, health, or property. b. Upon adoption of the resolution, the Council may expend any sum required in the emergency to repair or replace a public facility, take any directly related and immediate action required by that emergency, and procure the necessary equipment, services, and supplies, without giving notice for bids to let contracts. c. Before taking any action, the Council must make a finding, based on substantial Resolution No. 25-24 Page 31 of 52
evidence set forth in the minutes of its meeting, that the emergency will not permit a delay resulting from a competitive solicitation for bids, and that the action is necessary to respond to the emergency.
d. The Council, by a four-fifths vote, may delegate, by resolution or ordinance, to the City Manager, City Engineer, or other non-elected officer, the authority to order any action.
e. If a person with authority orders any action, that person must report to the Council, at its next meeting, the reasons justifying why the emergency will not permit a delay resulting from a competitive solicitation for bids and why the action is necessary to respond to the emergency.
f. If the Council orders any action, it must review the emergency action at its next regularly scheduled meeting and at every regularly scheduled meeting thereafter until the action is terminated, to determine, by a four-fifths vote, that there is a need to continue the action.
g. If a person with authority orders any action, the Council must initially review the emergency action not later than seven days after the action, or at its next regularly scheduled meeting if that meeting will occur not later than 14 days after the action, and at least at every regularly scheduled meeting thereafter until the action is terminated, to determine, by a four-fifths vote, that there is a need to continue the action, unless a person with authority has terminated that action prior to the Council reviewing the emergency action and making a determination. h. When the Council reviews the emergency action, it must terminate the action at the earliest possible date that conditions warrant so that the remainder of the emergency action may be completed by giving notice for bids to let contracts.
APPROVAL AND EXECUTION OF CONTRACTS – (NMC Chapter 3.42.) Signatory authority to bind the City in a contract
a. The City Manager is the only signatory authorized to bind the City on a contract. b. Any contract signed by an officer or employee of the City without a proper grant or delegation of signatory authority is void.
Execution without prior City Council approval
a. Maintenance and professional service contracts may be approved and executed by the City Manager without prior City Council approval if the contract has already been funded in the budget approved by the City Council, or the contract is necessary due to an emergency in accordance with Section
3.16.070.
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b. The City Manager may execute any contract when the City Council adopts a resolution or approves a minute order authorizing the City Manager to execute the specific contract.
The City Manager shall provide written notification on a semiannual basis to the City Council of all contracts approved pursuant to this section.
SUBMISSION RESTRICTIONS
Sealed Bids
The main purpose of the sealed bid is to maintain secrecy until it is too late for any of the other bids to be modified. The City Clerk will not accept sealed bids by fax, hand- delivery, mail or Email.
Signature
The only signature acceptable on a sealed bid is an original signature. When required by the solicitation documents, wet signatures, along with notary documents, must be submitted to the City Clerk’s office by the solicitation deadline. No faxed or emailed signatures will be accepted in lieu of an original signature.
Confidentiality
Documents transmitted by fax or Email are subject to interception and to intentional or unintentional disclosure to unauthorized individuals. Confidential information could be compromised as a result.
SURPLUS EQUIPMENT & VEHICLES (NMC 3.16.100)
The Finance Department oversees the disposition of all City property. All requests for disposal or transfer of surplus equipment or vehicles will be directed to the Finance Department.
1. The Purchasing Authority will be provided an itemized list and a written estimate of the value of any surplus items not usable by any City Department, except those items with an estimated value of five hundred dollars ($500.00) or less need not be valued individually.
2. Subsequent to a finding by the Purchasing Authority that such items are no longer usable by the City, the items will be disposed of.
3. The disposal of such items shall be accomplished by sale in accordance with Section 3.20.010 or 3.20.020, by auction, or by other means as may be determined appropriate.
4. In addition, with the prior approval of the Purchasing Authority, the City may donate such items to any nonprofit organization or governmental entity providing services to the City or its residents.
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5. The declaration as surplus, and approval for sale or other disposition of surplus materials, equipment and vehicles will be controlled by specific levels of authority and will follow specific guidelines.
6. Transfer of surplus equipment and vehicles between Departments will be made only with the approval of the two Departments involved in transfer.
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SUSTAINABLE PURCHASING POLICY & PROCEDURES
The purpose of the Sustainable Purchasing Policy is to implement the City’s goals of reducing greenhouse gas emissions and impacts on climate change, and generally encouraging the City’s use of environmentally friendly and sustainably produced products and services. Unless otherwise stated, the policies set forth in this section are aspirational and should be adhered to whenever commercially reasonable. All definitions included in this Section, unless otherwise provided for herein, shall have the definitions as provided for under Section 8.50.030 of the Norwalk Municipal Code.
Life Cycle and Recyclability
A. Use life cycle cost analysis to assist in selecting a product or service. The City should also consider the sustainability, circularity or recyclability of a product, and the percentage of recyclable content of the product in its analysis.
Carbon Emissions and Shipping
A. Orders should be combined into as few shipments as possible to reduce emissions and waste from packaging and consider local City distribution points.
B. Personnel should try to avoid shipping by air freight whenever possible.
C. If available, orders should be placed with companies or delivery and distribution services that utilize electric, hybrid, or other low-emission delivery vehicles when practicable.
D. Unless expressly prohibited for use in certain vehicles, including but not limited to any specifications required by the manufacturer, the purchase of lubricating oil and industrial oil from the seller whose oil product contains the greater percentage of recycled oil, if the availability, fitness, quality, and price of the recycled oil product is otherwise equal to, or better than, virgin oil products, in accordance with California Public Contract Code 10409.
Water Conservation
A. When procuring products or services related to landscaping or other areas where water conservation measures could be implemented, personnel should consider the Landscape Standards and the Water Efficient Landscape Ordinance under NMC Section 17.03, Art. I.
Toxicity
A. When purchasing products such as cleaning solutions, pesticides, and herbicides, purchases should attempt to purchase fewer and less toxic products whenever possible.
B. Avoid the purchase of products containing persistent, bioaccumulative, or toxic chemicals that do not degrade or may accumulate within the human body, whenever practicable.
Energy Efficiency, Green Energy, Green Building
A. Purchases of appliances should include energy-conserving and/or ENERGY STAR certified products whenever possible.
B. Purchases related to lighting, generators or other products used in City facilities should consider energy saving lightbulbs, clean emissions generators or other Resolution No. 25-24 Page 35 of 52
equipment, and any other measure to promote energy efficiency and conservation.
C. When building or retrofitting City facility, practical consideration should be given to LEED Green building standards and best practices where such practices can be reasonably utilized.
Waste Reduction
A. When purchasing products, personnel should consider efficient ways in which the City can reduce the overall amount of waste produced, and engage in efforts to promote waste reduction in general
Recovered Organic Waste Product Procurement
1. Procurement Target
A. City will annually procure for use or giveaway a quantity of Recovered Organic Waste Products that meets or exceeds its Annual Recovered Organic Waste Product Procurement Target
B. To be eligible to meet the Annual Recovered Organic Waste Product Procurement Target, products that may be procured include the following (provided that each product meets the criteria included in their respective definition in SB 1383):
1. SB 1383 eligible Compost.
2. SB 1383 Eligible Mulch.
2. Requirements for City Departments
A. Compost and SB 1383 Eligible Mulch procurement. Divisions and departments responsible for landscaping maintenance, renovation, or construction shall:
1. Use Compost and SB 1383 Eligible Mulch produced from recovered Organic Waste, as defined in SB 1383, for landscaping maintenance, renovation, or construction, as practicable, whenever available, and capable of meeting quality standards and criteria specified. SB 1383 Eligible Mulch used for land application must meet or exceed the physical contamination, maximum metal concentration and pathogen density standards specified in 14 CCR Section 17852(a)(24.5)(A)(1) through (3).
2. When City uses Compost and SB 1383 Eligible Mulch and the applications are subject to the City’s Water Efficient Landscaping Ordinance (WELO) under Norwalk Municipal Code Section 17.03.020, the application shall comply with the more stringent of the following provisions, (i) the City’s WELO, or (ii) Sections 492.6 (a)(3)(B), (C), (D), and (G) of the State’s Model Water Efficient Landscape Ordinance, Title 23, Division 2, Chapter 2.7 of the CCR, as amended September 15, 2015, which requires the submittal of a landscape design plan with a “Soil Preparation, Mulch, and Amendments Section” to include the following:
a. For all mulch that is land applied, procure SB 1383 Eligible Mulch Resolution No. 25-24 Page 36 of 52
that meets or exceeds the physical contamination, maximum metal concentration, and pathogen density standards for land applications specified in 14 CCR Section 17852(a)(24.5)(A)(1) through (3).
3. Keep records, including invoices or proof of Recovered Organic Waste Product procurement (either through purchase or acquisition), and submit records to the City’s Recycling Coordinator on a schedule to be determined by the City’s Recycling Coordinator.
Records shall include:
a. General procurement records, including:
(i) General description of how and where the product was used and applied, if applicable;
(ii) The name, physical location, and contact information for each entity, operation, or facility from whom the Recovered Organic Waste Products were procured;
(iii) Type of product;
(iv) Quantity of each product; and,
(v) Invoice or other record demonstrating purchase or
procurement.
b.For Compost and SB 1383 Eligible Mulch provided to residents through giveaway events or other types of distribution methods, keep records of the Compost and SB 1383 Eligible Mulch provided to residents. Records shall be maintained and submitted to the City’s Recycling Coordinator in accordance with the requirements specified in Subsection 2.A.3 of this Section.
c. For procurement of SB 1383 Eligible Mulch, maintain an updated copy of the ordinance or enforceable mechanism(s) requiring that the mulch procured by the City or Direct Service Provider meets the land application standards specified in 14 CCR Section 18993.1, as it may be amended from time to time.
4. When Procurement of Recovered Organic Waste Products occurs through a Direct Service Provider, enter into a written contract or agreement or execute a purchase order with enforceable provisions that includes: (i) definitions and specifications for SB 1383 Eligible Mulch, Compost, Renewable Gas, and/or Electricity Procured from Biomass Conversion; and, (ii) an enforcement mechanism (e.g., termination, liquidated damages) in the event the Direct Service Provider is not compliant with the requirements.
3. Requirements for Direct Service Providers
A. Direct Service Providers of landscaping maintenance, renovation, and construction shall:
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1. Use Compost and SB 1383 Eligible Mulch, as practicable, produced from recovered Organic Waste, as defined in SB 1383, for all landscaping renovations, construction, or maintenance performed for the City, whenever available, and capable of meeting quality standards and criteria specified. SB 1383 Eligible Mulch used for land application shall comply with 14 CCR, Division 7, Chapter 12, Article 12 and must meet or exceed the physical contamination, maximum metal concentration and pathogen density standards specified in 14 CCR Section 17852(a)(24.5)(A)(1) through (3).
2. If Direct Service Provider is subject to City’s WELO pursuant to Norwalk Municipal Code Section 17.03.020, comply with one of the following, whichever is more stringent: (i) the locally-adopted WELO that is more stringent than the State’s MWELO, or (ii) Sections 492.6 (a)(3)(B), (C), (D), and (G) of the State’s MWELO, Title 23, Division 2, Chapter 2.7 of the CCR, as amended September 15, 2015, which requires the submittal of a landscape design plan with a “Soil Preparation, Mulch, and Amendments Section” to include the following:
a. For all mulch that is land applied, procure SB 1383 Eligible Mulch that meets or exceeds the physical contamination, maximum metal concentration, and pathogen density standards for land applications specified in 14 CCR Section 17852(a)(24.5)(A)(1) through (3).
3. Keep and provide records of Procurement of Recovered Organic Waste Products (either through purchase or acquisition) to City’s Recycling Coordinator, on a schedule to be determined by City’s Recycling Coordinator.
Information to be provided shall include:
a. General description of how and where the product was used and if applicable, applied;
b. The name, physical location, and contact information for each entity, operation, or facility from whom the Recovered Organic Waste Products were procured;
c. Type of product;
d. Quantity of each product; and,
e. Invoice or other record demonstrating purchase or procurement.
B. Direct Service Provider of Organic Waste collection services shall:
1. Provide a specified quantity of Compost or SB 1383 Eligible Mulch to City and its customers via periodic “giveaways” if required in a franchise agreement or other agreement.
2. Keep and provide records to City including the following:
a. Dates provided
b. The name, physical location and contact information for each entity, Resolution No. 25-24 Page 38 of 52
operation or facility from whom the Recovered Organic Waste Products were procured;
c. Type of product;
d. Quantity provided; and,
e. Invoice or other record or documentation demonstrating purchase, procurement, or transfer of material to giveaway location.
Purchase of Paper Products
CalRecycle regulations, as part of the State’s efforts to reduce greenhouse gas emissions under SB 1383, have been included in the Norwalk Municipal Code under Section
8.50.100. The regulations require that:
A. City departments, and direct service providers to the City, as applicable, must comply with the City’s recovered organic waste product procurement policy and recycled-content paper procurement policy.
B. All vendors providing paper products and printing, and writing paper shall:
1. If fitness and quality are equal, provide recycled-content paper products and recycled-content printing and writing paper that consists of at least thirty (30) percent, by fiber weight, postconsumer fiber instead of non- recycled products whenever recycled paper products and printing and writing paper are available at the same or lesser total cost than non- recycled items.
2. Provide paper products and printing and writing paper that meet Federal Trade Commission recyclability standard as defined in 16 Code of Federal Regulations (CFR) Section 260.12.
3. Certify in writing, under penalty of perjury, the minimum percentage of postconsumer material in the paper products and printing and writing paper offered or sold to the City. This certification requirement may be waived if the percentage of postconsumer material in the paper products, printing and writing paper, or both can be verified by a product label, catalog, invoice, or a manufacturer or vendor internet website.
4. Certify in writing, on invoices or receipts provided, that the paper products and printing and writing paper offered or sold to the City is eligible to be labeled with an unqualified recyclable label as defined in 16 Code of Federal Regulations (CFR) Section 260.12 (2013).
5. Provide records to the City’s Recycling Coordinator, in accordance with the City’s recycled-content paper procurement policy(ies) of all paper products and printing and writing paper purchases within thirty (30) days of the purchase (both recycled-content and non-recycled content, if any is purchased) made by any division or department or employee of the City. Records shall include a copy (electronic or paper) of the invoice or other documentation of purchase, written certifications as required in subsections (B)(3) and (B)(4) of this section for recycled-content Resolution No. 25-24 Page 39 of 52
purchases, purchaser name, quantity purchased, date purchased, and recycled content (including products that contain none), and if non- recycled content paper products or printing and writing papers are provided, include a description of why recycled-content paper products or printing and writing papers were not provided.
Requirements for Vendors
A. All vendors that provide paper products (including janitorial paper products) and printing and writing paper to City shall:
1. Provide recycled-content paper products and recycled-content printing and writing paper that consists of at least thirty percent (30%), by fiber weight, postconsumer fiber, if fitness and quality are equal to that of non- recycled item, and available at equal or lesser price.
2. Only provide paper products and printing and writing paper that meet Federal Trade Commission Recyclability standard as defined in Title 16 Code of Federal Regulations Section 260.12 (2013).
3. Certify in writing, under penalty of perjury, the minimum percentage of postconsumer material in the paper products and printing and writing paper offered or sold to the City. This certification requirement may be waived if the percentage of postconsumer material in the paper products, printing and writing paper or both can be verified by a product label, catalog, invoice, or a manufacturer or vendor internet website.
4. Certify in writing, under penalty of perjury, that the paper products and printing and writing paper offered or sold to the City is eligible to be labeled with an unqualified recyclable label as defined in Title 16 Code of Federal Regulations Section 260.12 (2013).
5. Provide records to the City’s Recycling Coordinator of all paper products and printing and writing paper purchased from the vendor on a schedule to be determined by the City’s Recycling Coordinator (both recycled- content and non-recycled content, if any is purchased) made by a division or department or employee of the City. Records shall include a copy of the invoice or other documentation of purchase, written certifications as required in Subsections A(3) & (4) of this Section for recycled-content purchases, purchaser name, quantity purchased, date purchased, and recycled content (including products that contain none), and if non-recycled-content paper products and/or non-recycled-content printing and writing paper are provided, include a description of why recycled-content paper products and/or recycled-content printing and writing paper were not provided.
B. All vendors providing printing services to the City via a printing contract or written agreement, shall use printing and writing paper that consists of at least thirty percent (30%), by fiber weight, postconsumer fiber, or as amended by Public Contract Code Section 12209.
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Recordkeeping Responsibilities
A. The Public Services Department will be the responsible department and will select an employee to act as the City’s Recycling Coordinator that will be responsible for obtaining records pertaining to procurement of Recovered Organic Waste Products and recycled-content paper products and recycled-content printing and writing paper.
B. The City’s Recycling Coordinator will do the following to track procurement of Recovered Organic Waste Products, recycled-content paper products, and recycled-content printing and writing paper:
1. Collect and collate copies of invoices or receipts (paper or electronic) or other proof of purchase that describe the procurement of printing and writing paper and paper products, including the volume and type of all paper purchases; and, copies of certifications and other required verifications from all departments and/or divisions procuring paper products and printing and writing paper (whether or not they contain recycled content) and/or from the vendors providing printing and writing paper and paper products. These records must be kept as part of City’s documentation of its compliance with 14 CCR Section 18993.3.
2. Collect and collate copies of invoices or receipts or documentation evidencing procurement from all departments and divisions procuring Recovered Organic Waste Products and invoices or similar records from vendors/contractors/others procuring Recovered Organic Waste Products on behalf of the City to develop evidence of City meeting its Annual Recovered Organic Waste Product Procurement Target. These records must be kept as part of the Jurisdiction’s documentation of its compliance with 14 CCR Section 18993.1.
3. Collect, collate, and maintain documentation submitted by the City, Direct Service Providers, and/or vendors, including the information reported to the City’s Recycling Coordinator in accordance with the provisions of this policy.
4. Compile an annual report on the City’s direct procurement, and vendor/other procurement on behalf of the City, of Recovered Organic Waste Products, recycled-content paper products, and recycled-content printing and writing paper, consistent with the recordkeeping requirements contained in 14 CCR Section 18993.2 for the Annual Recovered Organic Waste Product Procurement Target and 14 CCR Section 18993.4 for recycled-content paper products and recycled- content printing and writing paper procurement. This report shall be made available to the City’s responsible entity for compiling the annual report to be submitted to CalRecycle (which will include a description of compliance on many other SB 1383 regulatory requirements) pursuant to 14 CCR Division 7, Chapter 12, Article 13. The procurement report shall also be shared with Council, Board of Directors, or Board of Supervisors or other regulating body annually as evidence of implementing this Policy.
Resolution No. 25-24 Page 42 of 52
CITY OF NORWALK PURCHASING CARD PROGRAM POLICY, PROCEDURES,
AND CARDHOLDER INSTRUCTIONS
BACKGROUND
The City uses a variety of methods to procure goods and services, but relies to a large extent on the standard purchase order process - an essential financial control which works very well for large purchases, but not as well for day-to-day needs.
To facilitate these small dollar day-to-day purchases, the City of Norwalk has entered into a purchasing card agreement with US Bank. The City’s program is based upon the State of California’s “Cal-Card” Purchasing Card Program. The purchasing card program is designed to provide a fast, safe, and cost-effective purchasing method. It reduces the need for purchase orders and increases the documentation and tracking of purchases while encouraging more vendors to trade with the City.
Purchasing cards are assigned to selected employees who need to purchase supplies and services in the course of their duties. A number of unique controls have been developed for this program, controls that do not exist for traditional credit cards. These controls ensure that the purchasing card can be used only for specific purposes and within specific dollar limits. Cardholders are required to certify each purchase and a City official verifies the appropriateness of each purchase.
PURPOSE
The purpose of this document is to establish guidelines for the issuance and use of purchasing cards and to accomplish the following:
1. To improve efficiency by reducing the need for small dollar purchase orders.
2. To establish appropriate internal controls.
3. To ensure that all purchases made with the cards conform to the City's purchasing ordinances and policies.
4. To ensure that the City bears no legal liability from inappropriate use of purchasing cards.
GENERAL INFORMATION and DEFINITIONS
The City’s purchasing card program conforms to and operates jointly with the bank’s purchasing card program. The responsibilities of the two entities and the responsibilities of the cardholders are outlined below.
1. Bank - The Bank issues the purchasing cards, monitors the system to verify that purchases fall within parameters established by the City, and provides monthly billing reports and other billing information as needed.
2. The Purchasing Card - The purchasing card contains the individual employee's name, the City's name, the card account number, and an expiration date.
3. Purchasing Agent - The Purchasing Agent has overall responsibility for the program. He or she is the overall program administrator and bank liaison, Resolution No. 25-24 Page 43 of 52
responsible for accumulating, reporting, and coordinating all information to the participants, and to the City Council.
4. Finance Department Staff - The Finance Staff verifies that each cardholder submits appropriate documentation including authorization of Approving Official in a timely manner. Account codes are reviewed for accuracy and monthly statements are paid.
5. Approving Official - The Approving Official is responsible for reviewing the charges made by employees within his/her department or unit to ensure that all purchases made by cardholders in his/her area are appropriate, comply with applicable policies, and are properly documented. Ultimately, the City Manager, Department Directors and Division Managers are deemed Responsible Officials for the purposes of this program.
6. Cardholder - The cardholder is the employee whose name is imprinted on the card.
He or she is responsible for ensuring the card is used appropriately.
CONTROLS
A number of unique controls have been developed for this program that do not exist for traditional credit cards.
1. The purchasing card will have both the employee’s name and the City of Norwalk’s name imprinted on it.
2. Cardholder Only - No one but the cardholder may use the card.
3. Special Design – The card has been designed to avoid confusing it with the cardholder’s personal credit card. In all other respects, it is considered a regular credit card.
4. Specific Purposes and Amounts – Guidelines have been established to ensure that the purchasing card can be used only for specific purposes and within specific dollar limits.
5. Certification - Cardholders are required to review the monthly statements and certify each purchase as proper and appropriate.
6. Supervisory Verification – The Approving Official for the cardholder verifies the appropriateness of each purchase.
7. Management Oversight - The Purchasing Agent is responsible for the overall administration of the City’s purchasing card program. However, the Approving Official, as well as Department Directors performs key oversight and supervisory functions.
DISCIPLINE
1. Any employee who uses the card in an improper or illegal manner is subject to discipline up to and including termination.
2. Any employee who uses the card in violation of a law may be criminally prosecuted.
Resolution No. 25-24 Page 44 of 52
CARDHOLDER SPENDING LIMITS
Spending limits may vary, depending upon the duties and types of purchases required of the employee.
1. Individual Card Limits – Single purchase limits and monthly purchase limits have been established. Each time a cardholder uses his or her card to make a purchase, these limits are automatically checked. Authorization is denied if the purchase amount exceeds the limits.
2. General Limits - the City's limits for purchasing cards are as follows:
a. Single Purchase Limit: $1,000
b. 30-Day Total Limit: $9,000
3. Limits - A cardholder’s purchasing limits will be increased or lowered at the direction of the Approving Official, Department Director or City Manager.
4. Cancellation - A card will be cancelled at the direction of the Approving Official, Department Director or City Manager.
CARD RESTRICTIONS
1. Mixed Items - A single purchase may be comprised of many items, but the total cannot exceed the authorized single invoice limit allowed.
2. Back Orders - All items purchased over-the-counter with a purchasing card must be immediately available. No back ordering is allowed.
3. Cash Advances – Cash advances are NOT permitted, whether through bank tellers, teller machines, or any other method.
4. Personal Items – The purchase of personal items is NOT allowed.
5. Services or Labor of any type – All services or labor requires the prior approval of the Purchasing Agent to ensure that City insurance requirements are followed.
6. Uniform – Any and all uniform-related purchases are not allowed on a City Cal- Card. These purchases should be paid as part of regular warrant payments through accounts payable.
7. Software/Computer Equipment – No purchases of software, reoccurring charges for online services, or computer equipment/accessories are allowed on a City Cal- Card. Such charges should be paid as part of regular warrant payments through accounts payable, or made by the Finance Department on behalf of the requesting department.
8. Fixed or Inventory Controlled Assets – Purchase of a fixed or inventory controlled assets requires the prior approval of the Purchasing Agent if over $500.
Resolution No. 25-24 Page 45 of 52
9. Travel – The purchase of airfare, registration costs, and lodging only are permitted.
Parking/shuttle/transportation network company expenses are allowable if cash payment is not accepted. These travel expenses must be reported on page 2 of the Travel expense claim form. All other travel-related expenses are not allowed.
10.Orders placed online through Amazon must use the City’s Amazon Business account – see - Procedures for Ordering Goods through Amazon for details.
11. Alcoholic Beverages – No purchase of alcoholic beverages is allowed.
12. Food – The purchase of food on a City Cal-Card is not permitted unless it is made to support a City program/event. When such purchases are made with a Cal-Card, a Cal-Card Confirmation Form must be completed and provided to the Finance Department.
The purchase of food on a City Cal-Card while traveling is strictly prohibited and may result in the revoking of a Cal-Card.
13.Fuel/Electric Charging – Purchases of gasoline and/or electric charging for both City and personal vehicles is not allowed.
14.Gift Cards/Employee Recognition Items – The purchase of gift cards for employee recognition and/or other incentive items on a City Cal-Card is strictly prohibited.
The aforementioned purchases must be submitted to, and approved by, the Human Resources Department. Once approved, only the Finance department is allowed to make such purchases on behalf of a requesting department.
Gift cards may be paid with City Cal-Card if they are purchased to support a City program/event for the community. When such purchases are made with a Cal- Card, a Cal-Card Confirmation Form must be completed and provided to the Finance Department.
15.Inappropriate Use Of City Funds – The purchase of any product or service normally considered to be an inappropriate use of City funds is NOT allowed.
16.Additional limitations – Any Department participating in this program may add regulations and restrictions to this list for its employees. When such regulations and restrictions are implemented, the Finance Department must be notified to support said regulations and restrictions.
EXCEPTIONS
In order to maintain controls and provide flexibility to departments as needed, the following exceptions apply:
1. Finance Authority – The Finance Department may from time to time be exempt from the aforementioned card restrictions when the need for the purchase is deemed necessary and the restriction could result in a disruption to City operations. Departments needing to make purchases that fall within the card restrictions should consult with, and make a request to, the Finance Department to determine the need and make the transaction on the department’s behalf.
No other department is exempt from such restrictions, unless it is approved by the Resolution No. 25-24 Page 46 of 52
City Manager.
2. Emergencies – Purchases made on a Cal-Card for emergencies are permissible so long as the purchase is within the transaction limits of the user. All purchases made for emergencies require a report to the City Council at the next available City Council Agenda.
ACQUIRING THE PURCHASING CARD
1. Acquiring The Purchasing Card - To start the process, send a "Request for Purchasing Card" form to the Finance Department through the department’s Approving Official. Upon receipt, the Purchasing Agent will review the request, add the employee’s name to the program, and forward a request for a card to the bank.
2. Training - It is mandatory that employees attend training on the proper use of the card and the monthly reporting of all program transactions.
3. Personal Signature/Acknowledgement - After employees have successfully completed the training program, the Finance Department will provide the card, and the employee will be required to sign an acknowledgement that they understand and agree to comply with the laws, rules and regulations governing its use.
4. Forms - Forms have been developed for use in the program. These forms are located on the shared citywide drive (W:\), in the Forms folder (Purchasing Card Program sub-folder). The following forms are included:
a. Request for City Purchase Card
b. Cardholder Statement of Questioned (Disputed) Item
c. Purchasing Card Issuance and Acknowledgement
d. Cal-Card Confirmation Form (when food, gift cards, etc. are purchased)
ACTIVATING THE CARD
Activate the card by removing the CCRV (Credit Card Receipt Verification) strip. Call the phone number and follow the prompts. Instructions are included with your card.
Cardholder must register of online access on the US bank website.
USING THE PURCHASING CARD
The purchasing card is used like any other credit card, but it does not affect the user’s personal credit rating or personal accounts. This is strictly a business card and the merchants accepting the card are engaging in City business.
1. Any Merchant – Employees may use their card at any business that accepts credit cards unless specified otherwise in this policy.
2. Credit Card Payment Slip – The payment slip should include the following information:
a. The merchant’s name, address and identification number. b. The last 4 digits of the account number, the expiration date, and the employee’s name.
c. The date and the amount of the purchase,
d. Itemized description of item(s) purchased - not all vendors will provide this information.
e. Online/telephone transaction may provide email confirmation with the information listed above.
Resolution No. 25-24 Page 47 of 52
3. Signature - The merchant will request the cardholder to sign the merchant copy of the credit card payment slip. Verify that the dollar amount is correct and that sales tax has been included.
4. Proof Of Purchase – The cardholder will be provided with the customer copy of the credit card payment slip, which should be kept in the Monthly Receipt Envelope. If the credit card payment slip does not have itemized information, obtain this information from the vendor. Cardholders will need itemized purchase receipts to verify the charges listed on the monthly statement of account.
5. Prepare for Month-End Report - After using the purchasing card, the cardholder must prepare for the required month-end reporting process. Receipt envelopes have been provided for this purpose.
6. Organization - All receipts and other documents associated with the use of the card must be placed in the envelope for reconciliation with the month-end bank statement.
7. Forward the Package - Upon verification of the charges for the month, forward the entire package to the department Approving Official for approval of payment, once approved, the package should be sent directly to the Finance Department.
8. Security – The cardholders responsibility for the proper use of a purchasing card includes, of course, the proper accounting of its use. Keep receipt envelopes in a safe, secure place.
DOCUMENTATION
1. Proof Of Purchase - Any time a purchase is made using the card, a receipt itemizing each item purchased along with the credit card payment information must be retained as proof of purchase.
2. Missing Receipts - In the event a cardholder has misplaced or is not in possession of a receipt, a memo can be submitted in lieu of receipts. The memo must state the purchase, itemizing the amount when needed, and signed by the department head. If an employee misplaces more than three receipts during a fiscal year, the Cal-card will be revoked.
3. Shipping Documents - Shipping documents will be attached to proof of purchase, if available.
BOOKKEEPING, RECONCILLIATION, AND PAYMENT PROCEDURES
INDIVDUAL CARD HOLDERS
Each month, each cardholder will have to download the bank statement from the US Bank website, verify the correctness of the charges it contains, attach the receipts, and forward the package to your Approving Official.
1. Statement of Account – Billing cycle closes each month on the 23 rd day.
Statements need to be download by each cardholder. The statement will itemize each transaction charged to your purchasing card. The following information must be provided:
Resolution No. 25-24 Page 48 of 52
a. Account Codes - Insert the account code for each transaction on the statement.
b. Documentation - Verify that there is an itemized sales receipts and packing slips (if available) for each charge listed on the statement of account. c. Any billing errors or adjustments should be noted on the statement of account.
2. Submit - The completed and verified statement and receipts must be submitted to the Approving Official, by the 26th of each month.
a. The Approving Official must sign and submit the approved statement with documentation to the Finance Department by the last day of each reporting month.
b. If the 23 rd or the last day of the month falls on either a weekend or a dark Friday, statements are due to Approving Official on the following Monday.
3. Credit Voucher - If an item is returned for credit, include the credit voucher with the statement on which the credit appears.
4. Missing Documents – If, for some reason, the cardholder does not have documentation of the transaction to send with the statement, he/she must attach a memorandum explaining why there is no supporting documentation and include a description of the item, the date of purchase, and the merchant’s name. This is not to be used as a regular process to replace missing receipts. If more than three transaction documents are missing in a fiscal year, the Cal-card will be revoked.
5. On-Leave - If an employee will not be available to sign a statement because of leave or travel, forward all sales receipts and credit vouchers to the department Approving Official. The Approving Official will sign and forward the envelope to the Finance Department. However, paperwork should be submitted prior to any leave for an extended period of time.
6. Questioned Purchase - If the department Approving Official questions a purchase made with a purchasing card, the cardholder must be able to explain the nature of the purchase.
a. Investigation - If the cardholder cannot substantiate the purchase was necessary and for official use, a department will investigate to determine improper use of the purchasing card.
b. Disciplinary Action - Any resulting disciplinary action is handled directly by a Department Director.
PAYMENT AND INVOICE PROCEDURES
1. Statement of Account - The bank will provide a summary statement of account to the Purchasing Agent and a copy to each cardholder at the end of the billing cycle.
The statement of account will have a listing of all items processed in the previous thirty days.
2. The summary statement of account will be reviewed by the Purchasing Agent and then submitted to Accounts Payable for payment, in order to maximize the amount of rebate received.
Resolution No. 25-24 Page 49 of 52
a. Questions regarding individual charges may be brought to the attention of card holders at this time.
3. Completed and verified individual cardholder statements will be returned to the Finance Department. These statements will be reviewed for completeness.
4. Cardholder Reconciliation - The cardholder reviews the statement of account for the following:
a. Errors in Billing – make notes on the bill.
b. Attach copies of all itemized receipts and credit card payment slips to his/her copy of the statement.
c. Assign budget account codes to each item.
d. Signs statement, certifying that the listed items were purchased for the City. e. Forwards the statement to the Approving Official not more than three working days from its receipt.
5. Review and Approval - The Approving Official is responsible the following:
a. Review completed statements from all cardholders assigned to them. i. If statement is not received it is his/her responsibility to contact the cardholders and have the statements completed at once.
b. Resolve any outstanding questions regarding purchases made by cardholders.
c. Approving expenses by signing account statements.
d. Forward completed statements of account with all documentation to the Finance Department within one working day after receipt from the cardholders.
6. Finance Staff will review each cardholders statement for the following:
a. Verify that each item purchased complies with the City of Norwalk purchasing ordinance or its policies and procedures.
b. Verify that sales tax was charged for items purchased- collect information for quarterly sales tax payment.
c. Check purchases for items that may require Inventory control tags.
7. Finance Staff member will post all transactions to Funding Accounting after review is complete.
Resolution No. 25-24 Page 50 of 52
APPROVAL ISSUES
No policy statement can totally define all transaction approvals. The position of Approving Official was created because the people assigned to the task have both the supervisory responsibilities and knowledge of the cardholder’s job responsibilities to understand what is and is not appropriate and to deal with issues that evolve. The Approving Official must review each cardholder's purchases and the actions of the merchant who made the sale, in order to determine if the items were for official use and are allowed to be purchased within this program. If, for any reason, the Approving Official questions a purchase, it is his/her responsibility to resolve the question with the cardholder.
1. Proof Of Return - If the Approving Official cannot be satisfied that a purchase was necessary and for official use, then the cardholder must provide a credit voucher proving that the items(s) were returned for credit.
2. Investigation – It is the responsibility of the Approving Official to resolve questions regarding possible improper use of the purchasing card. If the cardholder cannot provide such credit voucher, the Approving Official must investigate the matter.
3. Disciplinary Action – Whenever the Approving Official determines that an employee has used a purchasing card improperly, he or she will provide a written report to the Purchasing Agent explaining the situation and the conclusions he or she reached. The Purchasing Agent is responsible for notifying the Department Director and the City Manager and recommending disciplinary action for any misuse of the card.
4. Theft Or Other Crime – If it is determined that the misuse of the card involved theft or any other crime, the Purchasing Agent will report the matter to the Sheriff’s Department.
DISPUTED TRANSACTIONS
In the course of day-to-day business, purchased items are not always satisfactory and adjustments are occasionally needed. If any items purchased with the card are defective or the repair and/or service is faulty, the cardholder is responsible for resolving the problem with the merchant. If the merchant refuses to replace or correct the faulty item or to give the cardholder credit for its return, then the purchase is considered to be in dispute.
1. Statement Of Questioned Items - A disputed item should be identified on the cardholder's Statement of account. A Statement of Questioned Items form must be completed by the cardholder and the appropriate documentation must be attached. This form shall be forwarded with the statement of account through the Approving Official to the Purchasing Agent for disposition by the bank. Once the bank has disposed of the matter, the Purchasing Agent will notify the cardholder and Approving Official of the action taken.
2. Reconciliation - When a disputed charge appears on your statement, you must assign it a City budget account number, so it can be debited. Once the problem is resolved and a credit shows on your statement, assign it the same account number for credit. As long as a charge is shown on your statement with no offsetting credit, payment must be made.
Resolution No. 25-24 Page 51 of 52
3. Reversal Of Charges – Protect your right to dispute a charge. Reports of disputed items must be submitted within the 45-day period established by the bank.
4. Help – For any questions regarding the information on the form, or for any problems regarding the reversal of a transaction, please contact the Finance Department.
LOST OR STOLEN CARDS
If your card is lost or stolen, immediately notify your Approving Official, the Finance Department and the bank. In the case of a crime, such as robbery, burglary, or theft, notify the police or Sheriff’s Department in the area where the crime occurred.
1. Information To Report - Provide the following information to your Approving Official and the Purchasing Agent your complete name, card number, date reported to the police, if applicable, date and time the bank was notified, and any purchases made on the day the card was lost or stolen.
2. Approving Official Report - The Approving Official must submit a written report to the Purchasing Agent within three working days of receiving such notification. The report should state the date the loss was discovered, the location where the theft or loss occurred, if known, and any other relevant information.
3. New Card Issued - A new card is issued by the bank within five (5) business days from the time that you report the loss or theft. A new personal account number is assigned to your new card.
CHANGES
Employee status changes may require the cancellation of an existing card and the issuance of a new card.
1. New Name, Address, Department - Changes to your name, address, or Department/Division may result in the cancellation of your card. A new card may need to be issued. The cardholder is responsible for reporting the change and submitting the new application.
2. Leaving City Employment: - Your authority to use the card is automatically cancelled upon leaving City employment.
a. Final Paperwork - Submit your completed envelope and purchasing card to your.
b. Approving Official. The Approving Official is responsible for turning it in the packet and card to the Purchasing Agent.
a. Don’t Use It - If you fail to turn in your purchasing card upon leaving City employment, do not purchase with it. Any charges made after your termination date or following the last date you were authorized to make a purchase for the City will not be honored and you will be responsible for the charges.
b. Card not retrieved - If the Approving Official is not able to retrieve the card Resolution No. 25-24 Page 52 of 52
before a cardholder leaves the City, he or she must immediately notify the Purchasing Agent so they can immediately contact the bank and void the card.
INVENTORY
The Purchasing Agent may request a physical inventory of the cards at any time. The Approving Official will verify the cards and report the results to the Purchasing Agent.
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Alex Hamilton, Interim Director of Community Development SUBJECT: AWARD OF CONTRACT – CONTINUED ECONOMIC DEVELOPMENT
CONSULTING SERVICES
Background:
In December 2022, City Council awarded a new contract to Kosmont Companies (Kosmont) for economic development consulting services for a three-year term. Kosmont offers a full range of professional economic development services, including but not limited to, business recruitment and retention activities, strategic planning, marketing, proforma analysis, maintaining and updating databases, and evaluating infrastructure funding strategies. Kosmont has worked extensively with the City since 2018 and has a strong understanding of local market trends and added value to the analysis of current projects. They provided a detailed work plan to achieve the objectives of the City’s economic development goals.
Kosmont has provided a variety of economic development and real estate advisory services to the City including broad-based analyses, such as producing a quarterly market dashboard observing market changes in various land use typologies between the City and surrounding communities; and project-specific analyses, such as performing a net fiscal impact analysis for residential reuse of the former California Youth Authority site, conducting market due diligence for the proposed development at the Norwalk Entertainment District, and provided an economic analysis for the upcoming Heart of Norwalk Specific Plan.
Additionally, during the current three-year period Kosmont prepared an update to the 2018 Economic Development Opportunities Plan (Plan) in 2023 that identifies nodes throughout the City that could promote economic development. The Plan analyzed retail/office/commercial voids, demographics, shopping patterns, traffic counts, daytime population statistics, and most importantly identified ten Economic Nodes/Strategic Areas for focused economic development and planning efforts. Kosmont also developed quarterly market reports for the City commonly known as Market Dashboards. Kosmont prepared a feasibility analysis of an Enhanced
City Council June 17, 2025
Award of Contract – Continued Economic Development Consulting Page No. 2 1 4
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Infrastructure Financing District (EIFD) as a tool to fund critical infrastructure and affordable housing improvements. They prepared the financial analysis and led discussions with the County of Los Angeles regarding the partnership for the EIFD; currently they are assisting with preparing required documentation for the public meetings, hearings, and noticing processes associated with the formation of the EIFD. They help represent the City at various International Shopping Centers Convention conferences and assist with marketing material for key opportunity sites.
Kosmont’s continued collaboration will be beneficial for the City to evaluate the feasibility of ongoing developments and in negotiations with developers. Services are anticipated to continue in July 2025.
Due to prior services rendered to the City, Kosmont understands the City’s demographics and economic profile, and are highly suited to provide economic development services based on their experience and expertise. Therefore, staff is recommending that the contract be renewed for a three-year term.
Fiscal Impact:
Funds for this service are included in the Proposed Budget for Fiscal Year 2025-26 and will be requested for subsequent years.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended actions will further the City’s Strategic Plan Goal 3: Create and sustain a resilient and economically prosperous City.
Recommended Action:
Staff recommends City Council award a contract to Kosmont Companies for continued economic development consulting services for a three-year term in an amount not to exceed $100,000 each year; and authorize the City Manager to execute an agreement and any amendments provided there is funding 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:
Levine Act Statement
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
Kosmont & Associates, Inc., dba Kosmont Companies
June 11, 2025
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Julio Gonzalez, Associate Engineer
Michael Jea, P.E., Assistant Engineer
SUBJECT: PROJECT NO. 7449 – WATERMAIN AND ADVANCED METER INFRASTRUCTURE METER REPLACEMENTS AND PROJECT NO. 7937 - LOCAL STREETS REHABILITATION PROGRAM ZONE 31 ASPHALT
IMPROVEMENTS / AGREEMENT FOR CONSTRUCTION MANAGEMENT AND
INSPECTION SERVICES
Background:
On May 1, 2025, a request for proposals (RFP) was sent to consultants on the City’s on-call pre- qualified list established via Request for Qualifications 23-705, for professional construction management and inspection services for Project No. 7449 – Watermain and Advanced Meter Infrastructure (AMI/AMR) Meter Replacements and Project No. 7937 - Local Streets Rehabilitation Program Zone 31 Asphalt Improvements.
On May 28, 2025, one proposal was received from Civiltec Engineering, Inc. (Civiltec). The proposal from Civiltec was evaluated based on qualifications of the firm, proposed team and organization, experience performing work of a similar nature, and ability to meet the project schedule. Fees are not evaluated initially but are reviewed and were considered as part of the evaluation. The proposal submitted by Civiltec was determined to be responsive to the City’s requirements for construction management and inspection services for the projects.
Their technical knowledge, relevant team experience, and understanding of the scope of work and project objectives qualify the company to manage these projects.
City Council June 17, 2025
Award of Agreement – Project No. 7449 & Project No. 7937 Page No. 2 1 4
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The proposed total fee for the requested services submitted by Civitec is $203,497. The firm’s team includes a Project Manager, Assistant Project Manager, Principal-in-Charge QA/QC Manager, and two Construction Inspectors.
Construction for the projects is anticipated to start in June 2025 and will take an estimated 18 months to complete from issuance of the Notice to Proceed.
Fiscal Impact:
Adequate funds are available per the approved Fiscal Year (FY) 2024/25 and proposed FY 2025/26 Capital Improvement Projects Budgets. Water Enterprise funds and a United States Bureau of Reclamation grant award will fund the water main and AMI/AMR meter project related costs. A portion of the street paving will be funded through Gas Tax and Street Renovation funds. No general funds will be used.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council award a contract to Civiltec Engineering Inc. in an amount not- to-exceed $203,497 for Professional Construction Management and Inspection Services for Project No. 7449 – Watermain and Advanced Meter Infrastructure (AMI/AMR) Meter Replacements and Project No. 7937 - Local Streets Rehabilitation Program Zone 31 Asphalt Improvements; and authorize the City Manager to execute the 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:
Location Map
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Julio Gonzalez, Associate Engineer
Michael Jea, P.E., Assistant Engineer
SUBJECT: PROJECT NO. 7606 - STORM DRAIN REPAIRS FOR POTTER STREET -
AGREEMENT FOR CONSTRUCTION MANAGEMENT AND INSPECTION
SERVICES
Background:
On May 6, 2025, staff solicited for professional construction management and inspection services for Project No. 7606 Storm Drain Repairs for Potter Street by sending a request for proposals (RFP) to consultants on the City’s on-call pre-qualified list established via Request for Qualifications 23-705.
On May 20, 2025, two proposals were received:
Civiltec Engineering, Inc. $58,267
S.A. Associates $155,549
Proposals were evaluated based on qualifications of the firm, proposed team and organization, experience performing work of a similar nature, and ability to meet the project schedule. Fees are not evaluated initially but are reviewed and were considered as part of the evaluation. The proposal submitted by Civiltec was determined to be responsive to the City’s requirements for construction management and inspection services for the project. Their technical knowledge, relevant team experience, and understanding of the scope of work and project objectives qualify the company to manage these projects.
City Council June 17, 2025
Award of Agreement – Project No. 7606 Page No. 2
1 4
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The proposed total fee for the requested services submitted by Civitec is $58,267. The firm’s team includes a Project Manager, Principal-in-Charge QA/QC Manager, Professional Geotechnical Services, and two Construction Inspectors.
Construction for the project is anticipated to start in June 2025 and will take an estimated four months to complete from issuance of the Notice to Proceed.
Fiscal Impact:
Adequate funds are available per the approved Fiscal Year (FY) 2024/25 and proposed FY 2025/26 Capital Improvement Projects Budgets. Measure W funds will fund all project related costs.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council award a contract to Civiltec Engineering Inc. in an amount not- to-exceed $58,267 for Professional Construction Management and Inspection Services for Project No. 7606 Storm Drain Repairs for Potter Street; and authorize the City Manager to execute the 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:
Location Map
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Michael Jea, P.E., Assistant Engineer
SUBJECT: RESOLUTION NO. 25-25 – BUDGET AMENDMENT TO THE FISCAL YEAR 2024/25 BUDGET AND AGREEMENT AMENDMENT NO. 2 FOR ANNUAL
WATER LOSS REPORTING
Background:
The California Department of Water Resources (DWR) requires urban retail water suppliers to submit an Annual Water Loss Report for every calendar year to comply with Senate Bill (SB) 555, adopted in 2015. The annual water loss report provides a systematic approach to auditing and managing water loss in the water distribution system. The report’s results help increase water supplies and recover revenues by identifying the scale and cost of these losses.
Arcadis, Inc. (Arcadis) has been assisting the City in the preparation and validation of its water loss reports from calendar year (CY) 2016 to CY 2022. The last Annual Water Loss Report for CY 2021 was completed in September 2022. On February 14, 2024 under the City Manager’s authority, the City approved an agreement in the amount of $36,000 with Arcadis to update the CY 2022, CY 2023, and CY 2024 Annual Water Loss Reports over a three-year term. The professional services provided by Arcadis assists the City with DWR regulatory compliance requirements.
The work scope (major tasks) for Annual Water Loss Reporting is listed below. Reports include, at a minimum:
•Additional review of Annual Water Loss Report for CY 2023, to resolve discrepancies between water consumption and supply data.
•Evaluation of the Current Real Loss Standard, to provide the City recommendations and training on how to fill out new questionnaires required by DWR. •Resubmission of Revised Audits for Prior Years, to evaluate and adjust the Current Real Loss Standard.
City Council June 17, 2025
Resolution No. 25-25 Budget Amendment
Agreement Amendment No. 2
Page No. 2
1 4
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During the preparation of annual reporting, technical review revealed errors in both data and documentation. To maintain compliance and ensure the City reports the most accurate data available, staff recommended re-submission of past reports. The re-submittals of the Annual Water Loss Reports will provide corrected data for the City’s water distribution system and may reduce compliance requirements in the future. Resolution No. 24-51 was adopted October 1, 2024, amending the budget and Amendment No. 1 with Arcadis was approved in the amount of $21,735.
Further review of City data under Amendment No. 1 has revealed that additional effort is needed to complete data revisions and report re-submissions. A second budget amendment and amendment of Arcadis’ agreement requesting additional funding in the amount of $23,768 will be necessary for them to finish regulatory compliance reporting through CY 2024.
Fiscal Impact:
Water Enterprise Funding will be utilized for Annual Water Loss Reporting. No General Fund monies will be used.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council:
a. adopt Resolution No. 25-25, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2024/25
ADOPTED BUDGET TO APPROPRIATE AVAILABLE WATER ENTERPRISE FUNDING FOR ANNUAL WATER LOSS REPORTING, in the amount of $23,768; and b. approve Amendment No. 2 to the agreement with Arcadis, Inc. for Annual Water Loss Reports, in an amount not-to-exceed $23,768, for a total agreement amount of $81,503; and authorize the City Manager to execute the amendment on behalf of the City, in a form approved by the City Attorney.
Attachments:
1.Resolution No. 25-25
2.Campaign Contribution Form
RESOLUTION NO. 25-25
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AUTHORIZING AN AMENDMENT TO THE FISCAL YEAR 2024/25
ADOPTED BUDGET TO APPROPRIATE AVAILABLE WATER
ENTERPRISE FUNDING FOR ANNUAL WATER LOSS REPORTING
WHEREAS, the California Department of Water Resources (DWR) requires urban retail water suppliers to submit an Annual Water Loss Report to distribute water; and WHEREAS, the Annual Water Loss Report provides a systematic approach to auditing and managing water loss in the water distribution system, and helps increase water supplies and recover revenues by identifying the scale and cost of these losses; and
WHEREAS, in order for the City to continue to comply with DWR regulatory requirements, an audit review of the City’s current and previous Annual Water Loss Reports is necessary; and
WHEREAS, the approved Fiscal Year (FY) 2024/25 Approved Budget does not include funding for additional Annual Water Loss Reporting audit reviews and resubmittals; and
WHEREAS, Resolution No. 24-51 was adopted October 1, 2024 amending the FY 2024/25 budget in the amount of $21,735 due to new and more complex reporting requirements from DWR, and to review and correct data errors; and WHEREAS, further review of City data revealed that additional effort is needed to complete data revisions and report re-submissions resulting in a need for additional funding; and
WHEREAS, additional costs for audit reviews of Annual Water Loss Reporting are estimated in an amount not-to-exceed $23,768; and
WHEREAS, Water Enterprise funds are utilized as the funding source for regulatory compliance reporting; and
WHEREAS, City Council desires to amend the approved FY 2024/25 Budget to allocate an additional $23,768 of Water Enterprise Funding towards Annual Water Loss Reporting.
Resolution No. 25-25 Page 2 of 2
4 1
6 1
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 account:
Account Number Increase Decrease
Expenditures:702-30-3602-2080 $23,768
Fund Balance:702-0480 $23,768
Section 2. 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 17th day of June 2025.
TONY AYALA
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
Applicant/Interested Party
Campaign Contribution Disclosure Form
Land use, entitlements, licenses, permits, franchises, contracts (excluding labor and competitively bid contracts)
California Government Code Section 84308 , commonly referred to as the "Levine Act," prohibits any Norwalk City Council Member or Planning 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 officers of the agency involved in the above -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/Project:
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 candidates 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/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 consideration of an item in which you or your company is engaged with the City.
Arcadis
Digitally signed by: Greg Imamura
DN: CN = Greg Imamura email = Greg.
[email protected] C = US O = Arcadis
Date: 2025.06.12 09:42:31 -07'00'
Greg Imamura
Principal Engineer
6/12/2025
✔
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Michael Jea, P.E., Assistant Engineer
SUBJECT: CONFIRM EMERGENCY WORK AT 14767 CARMENITA ROAD, 11948 166TH STREET, AND 11911 167TH STREET
Background:
From July 2024 through January 2025, Public Services contacted Stephen Doreck Equipment Rentals, Inc. to investigate and repair water leaks at several locations throughout the City. The work was completed in a timely manner; however, due to disputes regarding outstanding invoices, they could not be processed at the time. The issues have since been resolved.
At 14767 Carmenita Road, a six-inch fire hydrant lateral was damaged, resulting in a water leak.
The surrounding area was excavated, and a new tee, pipe couplings, pipe, and fire hydrant was installed. The area was then restored.
At 11948 166th Street, a service leak was reported and investigated. The area was excavated to locate the leak, which required replacement of a water service line. Due to the high concentration of existing utilities at this location, the repair process was lengthy. The service line later failed again and was subsequently reinstalled.
At 11911 167th Street, a service leak was investigated. The area was excavated, the leak was repaired, and the site was restored.
Norwalk Municipal Code §3.20.140 provides procedures for emergency work for recommendation and approval for each service requested.
City Council June 17, 2025
Confirm Emergency Repair Work Page No. 2
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Invoice No. Location Emergency
Issue
Repairs Cost
24MS68-01 14767 Carmenita
Rd.
Six-inch
lateral leak
Install tee, pipe,
couplings, fire hydrant,
and replacement of soil
and pavement
$38,887.61
24MS71-01 11948 166th St. Customer
service leak
Replace customer
service leak
$51,521.38
25MS02-01 11911 167th St. Customer
service leak
Replace customer
service leak
$6,683.23
TOTAL: $97,092.22
Fiscal Impact:
Invoices will be paid with Water Enterprise Funds from the Approved Fiscal Year 2024/25 Budget.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council confirm emergency service repair work at 14767 Carmenita Road, 11948 166th Street, and 11911 167th Street, completed by Stephen Doreck Equipment Rentals, Inc., in the amount of $97,092.22.
Attachments:
N/A
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Julio Gonzalez, Associate Engineer
SUBJECT: AGREEMENT AMENDMENT NO. 3 - EMERGENCY STREET LIGHT
MAINTENANCE SERVICE PROVIDERS AND STREET LIGHT POLE
REPLACEMENTS
Background:
In August 2018, the City took ownership of 3,333 existing street light poles citywide that were purchased from Southern California Edison. In September 2019, the City advertised for emergency on-call street light repair, replacement, and maintenance services. Services included but not limited to are: repairs for street light pole knockdowns, exposed or damaged electrical components and wiring, damaged traffic signal cabinets, vandalism and copper wire theft and services requiring an experienced traffic signal technician. The Contractor provides all equipment, materials, vehicles, transportation, personnel, and licenses and certifications necessary to complete the work.
Agreements are based on the contractor’s hourly labor and equipment rates for responding to incidents during normal business hours versus after hours. A 12% mark-up is included for street light poles purchased by the City, stored and installed by the contractor. The contractor will be required to respond to any emergency knockdown within 45 minutes. On an annual basis, the City budgets for these services, in addition to the costs for purchasing replacement street light poles, street light fixtures and bulbs, and traffic signal and other related supplies and materials.
Due to the nature of emergency response services, and availability of contractors, staff recommended entering into agreements with two contractors. If City staff are not able to reach the primary contractor, or they are not able to respond within the timeline, the secondary contractor is contacted. In October of 2019, City Council approved agreements with Siemens Mobility Inc. of Riverside (now Yunex LLC “Yunex”) as the primary contractor and Computer Service Company (now Crosstown Electrical and Data Inc. “Crosstown”) as the secondary contractor for emergency on-call services. The initial agreement term was from the effective date
City Council June 17, 2025
Agreement Amendment No. 3
Street Light Maintenance and Pole Replacements
Page No. 2
1 4
0 7
through June 30, 2021, with the option to extend for two additional one-year periods through June 30, 2023. Services provided by Yunex and Crosstown have been essential with the handling of streetlight and traffic signal related repairs, replacements, and maintenance needs.
Due to this, City Council approved Amendment No. 2 on June 18, 2024 to extend the terms of their agreements to June 30, 2025.
Extending the agreement terms for services with Yunex and Crosstown for fiscal year (FY) 2025/26, with an option to extend one additional year, allows them to address the City’s current open work orders with existing street light poles in stock and assist City staff with future emergencies that may arise.
For information, 34 street light poles have been damaged/knocked down and 28 of them have been replaced to date.
Fiscal Impact:
Costs for these services will vary depending on the personnel and equipment needed, time spent to complete the work, and pricing of street light poles and materials needed. Estimated expenditures for both Yunex and Crosstown are included in the proposed FY 2025/26 Public Services General Fund budget in the amount of $570,000.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council approve Amendment No. 3 for emergency street light maintenance and pole replacement services with:
a. Yunex LLC extending the agreement through June 30, 2026; with an option to extend one additional year; and
b. Crosstown Electrical and Data Inc. extending the agreement through June 30, 2026; with an option to extend one additional year, and
c. authorize the City Manager to execute Amendment No. 3 with both contractors, on behalf of the City, in forms approved by the City Attorney.
Attachments:
Campaign Contribution Forms
Crosstown Electrical and Data, Inc.
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
SUBJECT: RESOLUTION NO. 25-26 - APPROVING THE AMENDED AND RESTATED
JOINT EXERCISE OF POWERS AGREEMENT FOR THE LOS ANGELES
GATEWAY REGION INTEGRATED REGIONAL WATER MANAGEMENT
AUTHORITY
Background:
In 2007, the cities of Cerritos, Downey, Lakewood, Long Beach, Norwalk, Paramount, Santa Fe Springs, Signal Hill, and South Gate initially entered into a Joint Exercise of Powers Agreement (JPA) and created the Los Angeles Gateway Region Integrated Regional Water Management Authority (GWMA).
The GWMA was formed to address water supply reliability, water quality, stormwater, and flood control in the Gateway Region of Los Angeles County. With a population of more than two million people, GWMA members have successfully worked together to develop regional projects, and seek and receive local, state and/or federal funds to support those projects.
GWMA members are made up of Gateway cities and water agencies that represent distinctive hydrogeological, topographic, demographic, political, and economic elements. Membership in the GWMA has proven to successfully communicate the Gateway region’s needs with a single voice increasing opportunities for project and funding partners.
Since its inception, GWMA’s membership has increased and GWMA’s role has evolved significantly. Currently, membership has grown to 28 cities and water agencies. With that growth, GWMA has been able to respond to the changing water conditions and challenges in Southern California. In addition to developing regional projects and seeking grant funds to support them, GWMA continues its critical role as part of the Greater Los Angeles County Integrated Regional Water Management ensuring that the Gateway region’s voice is always heard. Further, GWMA’s added role since 2012 has been to facilitate and administratively
City Council June 17, 2025
Resolution No. 25-26 - Approve Amended and Reinstated
GWMA Agreement
Page No. 2
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support watershed stormwater compliance programs under the MS4 Permit for the Lower Los Angeles River, Lower San Gabriel River, Los Cerritos Channel, and several other regional groups of cities working together to comply with the MS4 Permit for monitoring/reporting harbor stormwater flows.
In 2024, GWMA staff and legal counsel provided several updates regarding the proposed modifications to the Joint Powers Authority (JPA) Agreement. These changes include: board member terms and allowing for up to three alternates; updating the list of members cities/agencies; defining a super-majority vote for certain board actions; and no longer requiring a lead agency to be appointed to conduct the financial/contractual affairs of GWMA (which have been done in-house since 2014).
On April 10, GWMA staff presented the revised draft agreement to the GWMA Board. After discussion, the GWMA Board approved the amended and restated JPA Agreement by a super- majority vote. Adoption of a resolution by City Council approving the amended and reinstated agreement is required to finalize the City’s continued participation as a GWMA member agency.
Fiscal Impact:
Annual dues will vary and be assessed and approved by a super-majority vote of the GWMA Board. The proposed Fiscal Year (FY) 2025/26 Budget has identified $90,000 of Measure W Funding to be utilized for GWMA membership dues. Funding for future FYs will be budgeted on an annual basis to be approved by City Council during the annual budgeting process.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council adopt Resolution No. 25-26, A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF NORWALK APPROVING THE AMENDED AND RESTATED
JOINT EXERCISE OF POWERS AGREEMENT FOR THE LOS ANGELES GATEWAY REGION INTEGRATED REGIONAL WATER MANAGEMENT AUTHORITY.
Attachments:
Resolution No. 25-26
RESOLUTION NO. 25-26
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
APPROVING THE AMENDED AND RESTATED JOINT EXERCISE OF
POWERS AGREEMENT FOR THE LOS ANGELES GATEWAY REGION
INTEGRATED REGIONAL WATER MANAGEMENT AUTHORITY
WHEREAS, the City of Norwalk (the “Agency”) is a “local agency,” as defined in the Integrated Regional Water Management Planning Act, California Water Code Section 10530, et seq. (“IRWMPA”); and
WHEREAS, the Agency is a permittees under the “Waste Discharge Requirements and National Pollutant Discharge Elimination System (NPDES) Permit for Municipal Separate Storm Sewer System (MS4) Discharges within the Coastal Watersheds of Los Angeles and Ventura Counties,” NPDES Permit No. CAS004004 (“MS4 Permit”), as amended from time to time by the California Regional Water Quality Control Board, Los Angeles Region; and
WHEREAS, the Agency is a “public agency,” as defined in the Joint Exercise of Powers Act, California Government Code Section 6500, et seq., and is authorized to enter into an agreement to exercise powers common to the member public agencies; and WHEREAS, the Los Angeles Gateway Region Integrated Regional Water Management Authority (“GWMA”) was established to operate as a “regional water management group,” as defined in and authorized by the IRWMPA, in order to (a) implement a regional water resources management plan that will protect and enhance regional water supplies, and to otherwise further the purposes of the IRWMPA, with respect to the Gateway Region and (b) perform other regional responsibilities for water development and management; and
WHEREAS, through the GWMA, participating agencies also cooperate with each other to implement certain portions of the Watershed Management Programs and Coordinated Integrated Monitoring Programs, as those programs are described in the MS4 Permit, and to perform such other responsibilities for water quality; and WHEREAS, on April 10, 2025, the GWMA Board adopted, by a super-majority vote, a proposed amendment to the GWMA’s Joint Exercise of Powers Agreement (the “Amended and Restated Agreement”) to, among other things, update the purposes of the GWMA relating to the MS4 Permit and to make other changes intended to modernize the governance of the GWMA; and
WHEREAS, the proposed Amended and Restated Agreement will take effect upon adoption by a super-majority of the legislative bodies of the GWMA’s members; and WHEREAS, the Agency’s legislative body desires to continue participating in the GWMA and to adopt the Amended and Restated Agreement.
Resolution No. 25-26 Page 2 of 2
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NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The Norwalk City Council hereby approves the Amended and Restated Joint Exercise of Powers Agreement for the “Fifth Amended and Restated Joint Exercise of Powers Agreement for the Los Angeles Gateway Region Integrated Regional Water Management Authority,” attached hereto as “Exhibit A” to this Resolution.
Section 2. 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.
Section 3. The City Clerk shall certify to the adoption of this Resolution and shall forward a copy of it to the GWMA.
Section 4. 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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 17th day of June 2025.
TONY AYALA
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E. Senior Civil Engineer
Michael Jea, P.E., Associate Engineer
SUBJECT: AGREEMENT – CROSS CONNECTION CONTROL PLAN AND HAZARD
ASSESSMENTS
Background:
On July 1, 2024, the State Water Resources Control Board (SWRCB) adopted the Cross- Connection Control Policy Handbook (CCCPH). Under the CCCPH, all Community Public Water Systems are required to develop and implement a Cross Connection Control Plan (CCCP) by July 1, 2025. The purpose of the CCCPH is to protect the public potable water system by containing pollution or contamination that may result from backflow through cross connections.
Additionally, as required by the CCCPH, systems must conduct hazard assessments of all service connections to determine the appropriate level of backflow protection based on risk.
These assessments help ensure proper backflow prevention methods are applied throughout the Norwalk Municipal Water System.
The selected consulting firm was chosen through a qualifications-based selection (QBS) process. QBS is a procedure whereby a firm is retained based on qualifications and responses; price is not the primary factor but is considered.
In April 2025, Public Services staff solicited Request for Proposals (RFP) No. 25-814 for professional services for developing a CCCP and performing hazard assessments. Three proposals were reviewed and ranked with the following results:
City Council June 17, 2025
Agreement Cross Connection Control Plan and Hazard
Assessments
Page No. 2
1 4
1 1
Rank Company Name Fee*
1 SoCal Water Pro LLC $325,712
2 HydroCorp $315,075
3 G&G Environmental Compliance, Inc. $224,200/$381,900
*Task 4 – Additional Services costs were not included.
The scope of work includes the following:
•Task I: Review the City’s current backflow program, water distribution system, existing standards, and customer service connections
•Task II: Prepare the City’s Cross Connection Control Plan (CCCP) •Task III: Provide guidance on the hazard assessments, assist with account selection, and conduct hazard assessments
•Task IV: Perform additional services related to the CCCP or hazard assessments, as requested by the City Engineer
All three firms submitted proposals with similar technical approaches. However, the key differentiation was SoCal Water Pro’s comprehensive understanding of the scope of work and the needs of the City. SoCal Water Pro’s local presence and extensive experience with California regulatory compliance requirements will also benefit the City.
Fiscal Impact:
Due to existing budget constraints, it is recommended that Tasks I and Task II be completed in Fiscal Year (FY) 2025/26, and Tasks III and Task IV be completed over a three-year agreement term. Water Enterprise funding was included in the proposed FY 2025/26 Budget in the amount of $25,000. Water Enterprise Funding will be utilized and budgeted during future fiscal year’s annual budgeting process for Cross Connection Control Plan and Hazard Assessments development.
City Council June 17, 2025
Agreement Cross Connection Control Plan and Hazard
Assessments
Page No. 3
1 4
1 1
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council award a professional services agreement with SoCal Water Pro to provide professional Cross Connection Control Plan and Hazard Assessments services, in an amount not to exceed $325,712 over a three year agreement term; and authorize the City Manager to execute the agreement and any amendments, provided there is funding 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:
N/A
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Rita Ruiz, Interim Director of Public Safety
SUBJECT: CAMERA TRAILER REPLACEMENT
Background:
In recent years, public safety concerns at large gatherings and high-traffic areas have increased due to rising risks of crime, emergencies, and the need for effective crowd and traffic management. Ensuring pedestrian and personnel safety at public events, street closures, and parades remains a top priority for the city. Therefore, Public Safety acquired three camera trailers to address these concerns. Public Safety currently has one operating camera trailer with limited camera features, and the second camera trailer is non-operational. Replacing the camera trailers with the advanced Sentry Pro 3 Camera Trailers is a cost-effective investment that reflects both technological progress and growing public safety demands.
To enhance real-time situational awareness and to improve public safety response, staff recommends the acquisition of Backstreet Surveillance Sentry Pro 3 Camera Trailers. The upgraded solar-powered units provide enhanced surveillance capabilities, rapid deployment, and real-time monitoring, meeting the city’s need for flexible, visible, and reliable security at public events. This purchase supports the City’s strategic priorities of safety, innovation, and operational efficiency while qualifying as a sole source due to its proprietary features.
Backstreet Surveillance is the exclusive provider and manufacturer of the Sentry Pro 3 Camera Trailer system. Due to its specialized design, proprietary software integration, and unique mobility features, this procurement qualifies as a sole source purchase. Acquiring these units is a forward-thinking investment that aligns with the City’s strategic goals to enhance community safety, support public engagement, and foster a secure environment for residents, businesses, and visitors.
City Council June 17, 2025
Camera Trailer Replacement Page No. 2
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Fiscal Impact:
The total fiscal impact of this purchase is $117,360.00, which is included in the approved Fiscal Year 2024/25 budget.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council approve the purchase of three Sentry-Pro Surveillance Trailers from BackStreet Surveillance in the amount of $117,360.00; and authorize the City Manager to execute the purchase.
Attachments:
Quote from BackStreet Surveillance
Toll Free 800-431-3056
www.Backstreet-Surveillance.com
Purchase Quote
Quote #250516-1v2 Quote Date: 05-16-25
Contact: Rita Ruiz
Phone: 562-929-5764
Organization: City of Norwalk
Email: [email protected]
Location: Norwalk CA
(3) – Sentry-Pro Surveillance Trailers
Price
• (3) Pack - Reg. $107,997
• Gov Discount 10% - $10,799
• White Generic Wrap $00.00/each
• Delivery $1,799/each
Total Sale Price $102,594.30
Includes Generic Wrap, Delivery, 5-Year Warranty
Monthly Operational Costs per Trailer
Each trailer requires the monthly data service of
$129 and the monitoring and dispatch per trailer of
(4 cameras) x $149 = $596/month per trailer. The
total monthly operational cost is $725. A
government discount of 10% reduces monthly
operational costs per trailer to $652/month.
5-year Operational Cost per Trailer
$652 x 60 = $39,120 operational costs
5-year Operational Cost (3) Trailers
(3) x $39,120 = $117,360 (3 trailers, 5 years)
Toll Free 800-431-3056
www.Backstreet-Surveillance.com
Vandalism Insurance (Save $54,000)
Each trailer includes a standard 5-year warranty, which covers normal warranty issues. However, we also offer vandalism insurance for $300/month per trailer. This covers the repair or complete replacement of the trailer under any circumstances, even if the damage is intentional, such as vandalism.
Value Added
If Norwalk approves the 5-year data and monitoring service, we will include this vandalism insurance coverage at no cost for the term of the service. This assures the city will not incur operational costs other than the monthly data and monitoring fees. The value of this cover over the 5 years is $54,000.
User Access
Users have access to the trailers' live video feeds
and recorded video 24 hours a day, on-demand.
The video can be accessed using a browser such
as Microsoft Edge or Chrome, or our mobile app
Cyber-Secure (iPhone & Android), or our PC and
Mac client software (recommended). All apps
and client software are offered free without any
monthly subscription and is updated with new
features and security enhancements quarterly.
Factory Support
All customers and users are entitled to free lifetime technical phone support. All service or repair requests, user setup, and help managing the system are provided via our toll-free customer support number 800-431-3056, option 3.
City Council Agenda Report
June 17, 2025
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), Community Promotion (1), Historical Heritage (5), International Friendship Commission (2), Public Safety (1), and the Youth Commission (14). The Youth Commission has one member 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. Any Councilmember may nominate an individual who falls into one of the two categories:
Business/Community College Representative and at-large Community Representative.
Fiscal Impact:
N/A
City Council June 17, 2025
Advisory Body List Page No. 2
1 4
1 7
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.
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, 2026.
Attachments:
Advisory Body List
COMMISSIONER TERMS As of 06/17/2025
C:\inetpub\wwwroot\multitenant\temp\Advisory Body List 06-17-25.pdf Page 1 “Vacancies “at-a-glance”
AYALA PEREZ RAMIREZ RIOS VALENCIA
Historical Heritage (2)
Youth (3)
Community
Promotion
Historical Heritage
Youth (3)
Art in Public Places
Historical Heritage
International Friendship
Youth (3)
Art in Public Places
Historical Heritage
International Friendship
Public Safety
Youth (2)
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 Perez -12/31/26
Ang, David Community Promotion Commission Valencia 1/21/25-12/31/26 Garcia, Steve Community Promotion Commission Ayala 3/18/25-12/31/26 Leon, Armida Community Promotion Commission Ramirez 1/21/25-12/31/26 Sanchez Jr, Arturo Community Promotion Commission Rios 2/4/25-12/31/26 Vacant Historical Heritage Commission Ayala -12/31/26
Vacant Historical Heritage Commission Ayala -12/31/26
Vacant Historical Heritage Commission Perez -12/31/26
Vacant Historical Heritage Commission Ramirez -12/31/26 Vacant Historical Heritage Commission Rios -12/31/26
Corona, Gina Historical Heritage Commission Perez 1/21/25-12/31/26 Greenidge, Marcelle Historical Heritage Commission Valencia 1/21/25-12/31/26 Hidalgo, Ericka Historical Heritage Commission Rios 3/18/25-12/31/26 Hernandez, Alex Historical Heritage Commission Ramirez 1/21/25-12/31/26 Pavon, Claudia Carolina Historical Heritage Commission Valencia 1/21/25-12/31/26 Vacant International Friendship Commission Ramirez -12/31/26 Vacant International Friendship Commission Rios -12/31/26 Carbajal, Maria International Friendship Commission Valencia -12/31/26 Flores, Sylvia International Friendship Commission Ayala 1/21/25-12/31/26 Solis, Analisa International Friendship Commission Perez 1/21/25-12/31/26 Armendarez, Anthony Parks & Recreation Commission Rios 2/4/25-12/31/26 Berberabe, Francisco Parks & Recreation Commission Perez 1/21/25-12/31/26 Carbajal, Maria Parks & Recreation Commission Valencia 1/21/25-12/31/26 Hernandez, Alejandra Parks & Recreation Commission Rios 2/4/25-12/31/26 Juan, Victor Parks & Recreation Commission Ayala 1/21/25-12/31/26 King, David Parks & Recreation Commission Perez 1/21/25-12/31/26 Martinez, Briana Parks & Recreation Commission Ayala 1/21/25-12/31/26 Moreno, Antoinette Parks & Recreation Commission Ramirez 2/18/25-12/31/26 Valenzuela, Don Parks & Recreation Commission Valencia 1/21/25-12/31/26 Yanez, Monique Parks & Recreation Commission Ramirez 2/18/25-12/31/26 Apodaca, Kimberly Planning Commission Perez 12/13/22-12/08/26 Barragan, Rosa Planning Commission Rios 12/10/24-12/12/28 Lopez, Linda Planning Commission Ayala 12/13/22-12/08/26 Macias, Chris Planning Commission Valencia 1/21/24-12/12/28 Salas-Vernola, Lisa Planning Commission Ramirez 12/10/24-12/12/28 COMMISSIONER TERMS As of 06/17/2025
C:\inetpub\wwwroot\multitenant\temp\Advisory Body List 06-17-25.pdf Page 2 Commissioner Advisory Body Appointee Present Term
Vacant Public Safety Commission Rios -12/31/26 Apodaca, Kim Public Safety Commission Perez 1/21/25-12/31/26 Brizuela, Elmer Public Safety Commission Ramirez 1/21/25-12/31/26 Fernandez-Silva, Ray Public Safety Commission Ayala 1/21/25-12/31/26 Greenidge, Marcelle Public Safety Commission Valencia 1/21/25-12/31/26 Hoskins, Patricia Public Safety Commission Valencia 1/21/25-12/31/26 LeGaspi, Richard Public Safety Commission Ayala 1/21/25-12/31/26 Peňa, Petra Public Safety Commission Ramirez 1/21/25-12/31/26 Rodriguez, Dr. Stephanie Public Safety Commission Perez 1/21/25-12/31/26 Rosoff, Michael Public Safety Commission Rios 1/21/25-12/31/26 Contreras, Rachel Senior Citizens Commission Rios 3/4/25-12/31/26 Mesa, Martha Senior Citizens Commission Ramirez 1/21/25-12/31/26 Serrano, Esperanza Senior Citizens Commission Perez 1/21/25-12/31/26 Tasker, Angela Senior Citizens Commission Ayala 1/21/25-12/31/26 Valenzuela, Laura Senior Citizens Commission Valencia 1/21/25-12/31/26 Acosta, Scherise Social Services Commission Ramirez 1/21/25-12/31/26 Barth, Phyllis Social Services Commission Perez 1/21/25-12/31/26 Casillas, Millie Social Services Commission Ramirez 1/21/25-12/31/26 Cerezo, Angeles Honorato Social Services Commission Rios 4/1/25-12/31/26 Greenidge, Marcelle Social Services Commission Perez 1/21/25-12/31/26 LeGaspi, Natalie Social Services Commission Valencia 4/15/25-12/31/26 LeGaspi, Richard Social Services Commission Valencia 1/21/25-12/31/26 Reyes-Castro, Elfega Arely Social Services Commission Ayala 1/21/25-12/31/26 Santos, Alondra Social Services Commission Rios 4/1/25-12/31/26 Tasker, Angela Social Services Commission Ayala 1/21/25-12/31/26 Obi, Brandon Youth Commission Rios 3/18/25-12/31/26
Vacant Youth Commission Ayala -12/31/26
Vacant Youth Commission Ayala -12/31/26
Vacant Youth Commission Ayala -12/31/26
Vacant Youth Commission Perez -12/31/26
Vacant Youth Commission Perez -12/31/26
Vacant Youth Commission Perez -12/31/26
Vacant Youth Commission Ramirez -12/31/26
Vacant Youth Commission Ramirez -12/31/26
Vacant Youth Commission Ramirez -12/31/26
Vacant Youth Commission Rios -12/31/26
Vacant Youth Commission Rios -12/31/26
Vacant Youth Commission Valencia -12/31/26
Vacant Youth Commission Valencia -12/31/26
Vacant Youth Commission Valencia -12/31/26
Commissioner Advisory Body Appointed Present Term
Apodaca, Kim Art in Public Places Committee City Rep Appointed by Perez 1/21/25-12/31/26 LeGaspi, Natalie Art in Public Places Committee City Rep Appointed by Ayala 4/1/25-12/31/26 Solis, Pilar Art in Public Places Committee City Rep Appointed by Valencia 1/21/25-12/31/26 Vacant Art in Public Places Committee City Rep Appointed by Rios -12/31/26 Vacant Art in Public Places Committee City Rep Appointed by Ramirez -12/31/26 Art in Public Places Advisory Committee
NMC §15.44.060 A: Designation
Vega, Luis Art In Public Places Committee Outside Auth w/Expertise in Art Indefinite Vacant Art in Public Places Committee Community Rep Indefinite Vacant Art in Public Places Committee Bus./Community College Rep Indefinite Lopez, Linda Art in Public Places Committee Planning Rep 12/13/22-12/08/26 Juan, Victor Art in Public Places Committee P&R Appointee 1/21/25-12/31/26 City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Alex Hamilton, Interim Director of Community Development SUBJECT: APPROVAL OF APPOINTMENTS TO THE NORWALK ENHANCED
INFRASTRUCTURE FINANCING DISTRICT PUBLIC FINANCE AUTHORITY Background:
On March 18, 2025, the City Council unanimously adopted Resolution No. 25-09 authorizing the formation of an Enhanced Infrastructure Financing District (EIFD). Said resolution allowed for the establishment of the Norwalk EIFD Public Finance Authority (PFA) and member appointments.
On April 15, 2025, the County Board of Supervisors (County) adopted a Resolution of Intent expressing the County’s intent to participate in the City’s EIFD.
Typically, PFA’s are comprised of five members (two City Council members and can include an alternate Councilmember), one member of the local community, and the County appoints a representative of the Supervisorial District serving Norwalk and a public member. In this case Mr. Andy Perez is the County supervisorial district representative and former Councilmember Mr. Leonard Shyrock is the community member on behalf of the County.
Analysis:
Pursuant to Government Code section 53398.51.1, if the Board of Supervisors approves the County’s participation in the Norwalk EIFD, at least two City Councilmembers shall be appointed as members. It is recommended that City Council appoint the Mayor and Vice Mayor along with a Councilmember (appointed in alphabetical order by last name) as an alternate. In addition, one member of the public shall be appointed at City Council’s discretion. The appointment of the member of the public is required to be at today’s meeting to convene a meeting of the PFA on July 1st, 2025.
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May 6, 2025
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Upon completion of the necessary appointments, the next steps in the process for the completion of the Norwalk EIFD are as follows:
•Convene the fully appointed Public Financing Authority - it is recommended that the PFA meeting occur immediately prior to the regularly scheduled City Council meetings (much like the Successor Agency), this is anticipated to be July 1, 2025. •Also, at the July 1, 2025, meeting it is recommended that a series of actions be taken: the Bylaws governing the activities of the PFA be presented, reviewed and adopted by the PFA; review of the fundamentals of the EIFD/review of Norwalk EIFD analysis to date (for the new members); and formal direction for staff and Kosmont to prepare the Draft Infrastructure Financing Plan (IFP).
Environmental:
City Council’s actions to appoint members of the PFA are exempt from the California Environmental Quality Act (CEQA) as it is solely an action related to the creation of a government funding mechanism and the administrative or organizational activities of the City. Therefore, these actions do not constitute a “project” pursuant to CEQA Guidelines Sections 15378(b)(4) and 15378(b)(5).
Fiscal Impact:
There is no immediate fiscal impact for establishing the Norwalk EIFD or PFA. If ultimately established, the EIFD would create the opportunity to use tax increment financing to fund targeted infrastructure investments in the IFP. Further information regarding fiscal impact will be analyzed as part of the development of the EIFD, which will be presented to the PFA.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The EIFD is a tool to invest in public facilities supporting the development of communities, which would contribute to Objective 4 – maintain the City’s financial resiliency.
Recommended Action:
Staff recommends City Council appoint the Mayor and Vice Mayor along with a Councilmember (appointed in alphabetical order by last name) as an alternate, and one member of the public.
Attachments:
County CEO Staff Report and Resolution No. 79659
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Carina Montes, Director of Human Resources/Risk Manager Jesenia Sanchez, Human Resources Manager
SUBJECT: PUBLIC HEARING - ASSEMBLY BILL 2561, LOCAL PUBLIC EMPLOYEES
VACANCY REPORT
Background:
On September 22, 2024, Governor Newsom signed Assembly Bill 2561 (AB 2561) into law. AB 2561 was introduced to address the issue of job vacancies in local government, which adversely affects the delivery of public services and employee workload. Among other requirements, the bill mandates that public agencies present the status of vacancies and recruitment and retention efforts during a public hearing before the agency’s governing body at least once per fiscal year.
The bill was enacted into law and is codified at Government Code section 3502.3. The new law became effective January 1, 2025.
Analysis:
AB 2561 mandates that the City present the status of job vacancies and its recruitment and retention efforts at a public hearing at least once each fiscal year prior to the adoption of the final budget. Public agencies are required to:
•Report on job vacancies, recruitment, and retention efforts. •Identify policies or practices that may create obstacles or negatively impact the hiring process.
•Provide recognized bargaining units with an opportunity to participate in the public hearing.
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Assembly Bill 2561 Page No. 2
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•If the number of job vacancies within a single bargaining unit reaches or exceeds 20% of the total authorized full-time positions in that bargaining unit, the City must provide additional data upon request from the recognized employee organization. This includes the total number of job vacancies within that bargaining unit, the total number of applicants for vacant positions, the average time taken to complete the hiring process from when a position is posted, and potential opportunities to improve compensation and other working conditions.
Vacancies:
As of June 17, 2025, the City has 303 full time budgeted positions with employees being represented by two bargaining units; Norwalk Association of Management Employees (NAME) and Norwalk City Employees Association (NCEA). As of December 2024, the City reported an average of 16 staff vacancies, which represents five percent of total positions. Therefore, the City is not currently subject to the additional reporting requirements outlined in AB 2561. The City is actively recruiting for four positions within the NCEA and NAME, with an expected completion date in summer 2025.
Recruitment Efforts:
To comply with Government Code requirements, the City must also evaluate its current recruitment efforts. Several strategies have been implemented to enhance recruitment, including:
•Expanded our social media presence and actively engaged with potential candidates through platforms like LinkedIn, Facebook, and Instagram. We regularly post updates about City events, job openings, and industry insights to keep our followers engaged. •Advertise job openings through professional associations such as the Municipal Management Association of Southern California (MMASC), California Municipal Clerks Association (CMCA), the Western City website, and other relevant sources based on the job qualifications required.
•Offered sign-on bonuses for Bus Operators to attract qualified candidates. •Organized on-the-spot hiring fairs at the Norwalk Sports Complex. •Conducted workshops on resume writing and interview preparation to assist students in their job searches.
•Utilized NEOGOV to manage and attract applicants.
•Implemented a new online onboarding process.
Retention Efforts:
The City has implemented several strategies to improve employee retention, including:
•Providing continuing education and training opportunities. •Offering tuition reimbursement programs to support employee career development. •Recognizing employee contributions through appreciation events and award programs.
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•Providing a competitive benefits package, including comprehensive health benefits, retirement planning, and work-life balance support.
The City must also identify any changes to policies, procedures, or recruitment activities that may negatively impact its efforts to reduce vacancies.
Lengthening or complicating the onboarding process can frustrate new hires and lead to higher dropout rates before they officially begin. To address this issue, the City implemented an online, paperless, and streamlined approach to onboarding through NeoGov. Candidates can now start their onboarding process more efficiently and quickly via the online portal.
A significant challenge in recruitment is that some salaries may not be competitive, leading to the loss of candidates to other agencies that offer higher wages. In response, the City, under the direction of City Council, initiated a classification and compensation study to address these concerns.
Fiscal Impact:
N/A
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council open for public comment and receive report.
Attachments:
Assembly Bill 2561
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Date Published: 09/23/2024 09:00 PM
AB-2561 Local public employees: vacant positions. (2023-2024) Assembly Bill No. 2561
CHAPTER 409
An act to add Section 3502.3 to the Government Code, relating to public employment. [ Approved by Governor September 22, 2024. Filed with Secretary of State September 22, 2024. ]
LEGISLATIVE COUNSEL'S DIGEST
AB 2561, McKinnor. Local public employees: vacant positions.
Existing law, the Meyers-Milias-Brown Act (act), authorizes local public employees, as defined, to form, join, and participate in the activities of employee organizations of their own choosing for the purpose of representation on matters of labor relations. The act requires the governing body of a public agency to meet and confer in good faith regarding wages, hours, and other terms and conditions of employment with representatives of recognized employee organizations and to consider fully presentations that are made by the employee organization on behalf of its members before arriving at a determination of policy or course of action.
This bill would, as specified, require a public agency to present the status of vacancies and recruitment and retention efforts at a public hearing at least once per fiscal year, and would entitle the recognized employee organization to present at the hearing. If the number of job vacancies within a single bargaining unit meets or exceeds 20% of the total number of authorized full-time positions, the bill would require the public agency, upon request of the recognized employee organization, to include specified information during the public hearing. By imposing new duties on local public agencies, the bill would impose a state-mandated local program. The bill would also include related legislative findings.
The California Constitution requires local agencies, for the purpose of ensuring public access to the meetings of public bodies and the writings of public officials and agencies, to comply with a statutory enactment that amends or enacts laws relating to public records or open meetings and contains findings demonstrating that the enactment furthers the constitutional requirements relating to this purpose.
This bill would make legislative findings to that effect.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that no reimbursement shall be made pursuant to these statutory provisions for costs mandated by the state pursuant to this act, but would recognize that a local agency or school district may pursue any available remedies to seek reimbursement for these costs.
Vote: majority Appropriation: no Fiscal Committee: yes Local Program: yes Home Bill Information California LawPublicationsOther ResourcesMy SubscriptionsMy Favorites THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:
SECTION 1. The Legislature finds and declares as follows:
(a) Job vacancies in local government are a widespread and significant problem for the public sector affecting occupations across wage levels and educational requirements. (b) High job vacancies impact public service delivery and the workers who are forced to handle heavier workloads, with understaffing leading to burnout and increased turnover that further exacerbate staffing challenges.
(c) There is a statewide interest in ensuring that public agency operations are appropriately staffed and that high vacancy rates do not undermine public employee labor relations.
SEC. 2. Section 3502.3 is added to the Government Code, to read:
3502.3. (a) (1) A public agency shall present the status of vacancies and recruitment and retention efforts during a public hearing before the governing board at least once per fiscal year. (2) If the governing board will be adopting an annual or multiyear budget during the fiscal year, the presentation shall be made prior to the adoption of the final budget. (3) During the hearing, the public agency shall identify any necessary changes to policies, procedures, and recruitment activities that may lead to obstacles in the hiring process. (b) The recognized employee organization for a bargaining unit shall be entitled to make a presentation at the public hearing at which the public agency presents the status of vacancies and recruitment and retention efforts for positions within that bargaining unit.
(c) If the number of job vacancies within a single bargaining unit meets or exceeds 20 percent of the total number of authorized full-time positions, the public agency shall, upon request of the recognized employee organization, include all of the following information during the public hearing:
(1) The total number of job vacancies within the bargaining unit. (2) The total number of applicants for vacant positions within the bargaining unit. (3) The average number of days to complete the hiring process from when a position is posted. (4) Opportunities to improve compensation and other working conditions. (d) This section shall not prevent the governing board from holding additional public hearings about vacancies. (e) The provisions of this section are severable. If any provision of this section or its application is held invalid, the invalidity shall not affect other provisions or applications that can be given effect without the invalid provision or application.
(f) For purposes of this section, “recognized employee organization” has the same meaning as defined in subdivision (a) of Section 3501.
SEC. 3. The Legislature finds and declares that Section 2 of this act, which adds Section 3502.3 to the Government Code, furthers, within the meaning of paragraph (7) of subdivision (b) of Section 3 of Article I of the California Constitution, the purposes of that constitutional section as it relates to the right of public access to the meetings of local public bodies or the writings of local public officials and local agencies. Pursuant to paragraph (7) of subdivision (b) of Section 3 of Article I of the California Constitution, the Legislature makes the following findings:
It is in the public interest, and it furthers the purposes of paragraph (7) of subdivision (b) of Section (3) of Article I of the California Constitution, to ensure that information concerning public agency employment is available to the public.
SEC. 4. No reimbursement shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code for costs mandated by the state pursuant to this act. It is recognized, however, that a local agency or school district may pursue any remedies to obtain reimbursement available to it under Part 7 (commencing with Section 17500) and any other law.
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Carina Montes, Director of Human Resources/Risk Manager SUBJECT: PUBLIC HEARING - RESOLUTION NO. 25-27 - ESTABLISHING AND
ADOPTING THE CITY'S ANNUAL BUDGET FOR THE FISCAL YEAR
2025/26; AND RESOLUTION NO. 25-28 - AMENDING AND ADOPTING THE FISCAL YEAR 2025/26 SALARY SCHEDULE FOR GENERAL AND
HOURLY UNIT EMPLOYEES AND EXECUTIVE MANAGEMENT AND
MID-MANAGEMENT EMPLOYEES
Background:
On May 31, 2025, City Council discussed the proposed Fiscal Year (FY) 2025/26 budget. The presentation covered the Revenues, Operations, and Capital Projects. During budget deliberations, City Council made comments and inquiries about the programs and activities included in the proposed financial plan and made no revisions to the proposed budget. 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 financial plan for the upcoming fiscal year has been prepared during a time of uncertainty about the economy and future actions of the current Federal administration that can negatively impact the City’s ability to continue providing federally funded services and programs. Staff used certain estimates and assumptions using data and information currently available, anticipating
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the economy heading into a recession in the latter part of the 2025 calendar year, and maintaining the current levels of federal funding. During the upcoming fiscal year, staff will monitor the revenue sources and recommend revisions to the FY 2025/26 budget accordingly.
The FY 2025/26 operating budget of all City funds is balanced using the available resources, including the operating reserves. This report presents a summary of the proposed budget, exclusive of any City Council revisions made during the course of this public hearing.
As summarized in the following table, the City’s FY 2025/26 budget includes all funds and totals $303.7 million in expenditures. The table below highlights the spending plan for various City functions and funding sources.
FY 2026 GENERAL FUND RESTRICTED FUNDS CITY TOTAL BUDGET GENERAL GOVERNMENT 16,040,582 6,160,498 22,201,080PUBLIC SAFETY 27,380,784 1,075,086 28,455,871HOMELESS SERVICES 1,128,609 138,355 1,266,964PUBLIC SERVICES 16,871,113 17,350,172 34,221,285SOCIAL SERVICES 4,397,979 10,343,267 14,741,246RECREATION & PARKS SERVICES 7,257,101 277,700 7,534,801COMMUNITY DEVELOPMENT 5,475,874 16,957,824 22,433,698TRANSIT & VEHICLE MAINTENANCE - 30,595,153 30,595,153DEBT SERVICE 772,596 2,635,206 3,407,802TOTAL OPERATIONS & CAPITAL OUTLAYS 79,324,638 85,533,262 164,857,901CAPITAL PROJECTS - 136,045,733 136,045,733TRANSFER TO COMMUNITY IMPROVEMENT GRANT 530,000 - 530,000TRANSFER TO CAPITAL RESERVE FUNDS 2,250,000 - 2,250,000TOTAL PROPOSED BUDGET 82,104,638 221,578,995 303,683,634 The City’s operating budget is $164.9 million and covers: $58 million in personnel cost funding for 304 full-time positions and 354,239 part-time hours; $90 million covers other operating costs; and $3.4 million is spent on debt service. The City plans to spend $12.2 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 $136 million for 68 capital improvement projects, 65 carry-over, and 3 new.
PROJECT TYPE CARRY-OVER AMOUNT NEW AMOUNT Street Projects 20 44,683,502 1 536,700Traffic Improvements 9 12,502,933Park Improvements 9 13,473,390Water 6 7,362,715Sewer 5 2,151,012Storm Water & Environmental 3 30,065,172Facilities & Miscellaneous Improvements 13 23,470,309 2 1,800,000TOTAL 65 133,709,033$ 3 2,336,700$ City Council June 17, 2025
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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 $24.8 million from its capital reserve funds to complete various capital projects, upgrade technology, replace vehicles and equipment, install solar photovoltaic systems at six sites, implement energy saving measures at city facilities, and continue undertaking park renovation projects citywide.
As demonstrated in the table below, at the end of June 2026, the combined ending capital reserves are estimated at $22 million, out of which $7.7 million is reserved for future local street and traffic improvement projects.
REVENUES TRANSFERS IN FROM GFRESERVE FUNDS 7/1/2025 FY 2026 FY 2026 FY 2026 6/30/2026City General Plan 1,236,528 20,000 - - 1,256,528Parks Equipment & Renovation 6,951,534 50,000 250,000 (6,010,252) 1,241,282NASC Equipment Replacement 433,316 8,000 - (171,500) 269,816Computer & Technology Replacement 4,045,384 50,000 - (385,000) 3,710,384Vehicle & Equipment Replacement 4,833,739 80,000 1,000,000 (1,668,971) 4,244,768Building/Facilities Renovation 9,679,640 100,000 - (6,182,886) 3,596,754Street & Traffic Improvement 16,785,396 230,000 1,000,000 (10,336,137) 7,679,259TOTAL 43,965,537$ 538,000$ 2,250,000$ (24,754,746)$ 21,998,791$
FUND BALANCE EXPENDITURE BUDGET ESTIMATED FUND BALANCE
The General Fund represents 48% of the City’s operating budget. 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 the use of reserves, specifically the Pension Stabilization Trust Fund ($0.65 million). The City will minimally replenish its capital reserve funds ($2.25 million), and the Community Improvement Grant ($0.53 million). Absent any changes, the anticipated ending fund balance as of June 30, 2026, is estimated at $16.26 million. Some major components of the FY 2025/26 Budget include:
•The General Fund revenues are projected to increase 3%, or $2.1 million, to a total amount of $78.7 million. The major revenue categories follow the national and regional trends and are estimated to perform as follows:
oProperty Taxes – this important revenue category is growing with increasing real property values in the City and is anticipated to rise by $0.9 million, or 3%. oSales Tax – the second largest general fund revenue source is highly susceptible to changes in economy and in this time of economic uncertainty it is expected to decrease by a combined total of $0.2 million for a second consecutive year.
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oOther general revenues include $1.6 million in interest loan repayment from the Successor Agency to the Redevelopment Agency and $2.9 million in administrative cost reimbursement revenues received from grant and enterprise funds.
The table below summarizes the General Fund estimated Revenues. % AMOUNT PROP TAX-S.E. REC & PARK AREA 4,206,900 4,206,900 4,333,110 3% 126,210PROPERTY TAX IN-LIEU/VLF 16,009,580 16,009,580 16,489,860 3% 480,280NO/LOW PROPERTY TAX - COUNTY 5,648,600 5,648,600 5,818,100 3% 169,500SA RDAs - AB 1484 ALLOCATIONS 1,277,950 1,277,950 1,400,000 10% 122,050REAL-PROPERTY VALUE DERIVED REVENUES: 27,143,030 27,143,030 28,041,070 3% 898,040SALES & USE TAXES (STATE) 14,662,000 14,764,300 14,562,000 -1% (100,000)SALES & USE TAXES (MEASURE P) 10,468,000 10,454,000 10,398,000 -1% (70,000)UTILITY USER TAX 5,800,000 5,800,000 6,180,000 7% 380,000TRANSIENT OCCUPANCY TAX 1,628,300 1,558,300 1,628,300 0% -FRANCHISE FEES 3,467,500 3,467,500 3,512,000 1% 44,500FRANCHISE - CABLE TV 494,700 494,700 497,000 0% 2,300BUSINESS LICENSE 840,000 1,100,000 1,000,000 19% 160,000REAL PROPERTY TRANSFER TAX 240,000 240,000 245,000 2% 5,000OTHER TAXES & FRANCHISES: 37,600,500 37,878,800 38,022,300 1% 421,800OTHER GENERAL REVENUES 6,465,200 6,368,491 7,421,244 15% 956,044PUBLIC SAFETY REVENUES 1,333,500 1,180,955 1,600,510 20% 267,010PUBLIC SERVICES REVENUES 302,596 363,596 334,368 10% 31,772SOCIAL SERVICES REVENUES 28,000 32,000 29,000 4% 1,000RECREATION & PARKS REVENUES 1,005,880 991,420 961,960 -4% (43,920)COMMUNITY DEVELOPMENT REVENUES 2,674,400 2,749,610 2,284,910 -15% (389,490)TOTAL - GENERAL FUND REVENUES 76,553,106$ 76,707,902$ 78,695,362$ 3% 2,142,256 REVENUE DESCRIPTION FY 24-25ADOPTEDBUDGET FY 24-25ESTIMATED ACTUAL FY 2026PROPOSEDBUDGET BUDGET VARIANCE FY 2026 vs FY2025
•The FY 2025/26 proposed General Fund operating and capital outlay expenditures total $79.3 million and are $0.65 million higher than operating revenues. The City will maintain services and programming as in the prior fiscal year, with enhancements in full-time staffing levels in the Public Services department by adding a new position of Signal Technician III, and in the Finance department by upgrading one vacant position of Financial Analyst to the position of Administrative Services Supervisor. A total of 14,176 part-time hours have been added primarily under the Public Safety, Social Services, and Recreation departments. In FY 2025/26 homeless outreach provided by the HOPE team will be paid entirely from the General Fund. Support to local businesses through the business attraction, retention, and expansion program (B.A.R.E) will continue with additional funding of $125 thousand.
The overall General Fund operating budget increases by $3.4 million, or 7%. Major contributors to this increase are:
oPersonnel Expenditures will increase by 8%, or $2.8 million, to a total cost of $38.3 million that covers funding for 180 full-time positions and 317 thousand part-time hours.
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However, this year’s proposed budget does not include any additional contribution to pay down unfunded pension liabilities, only payment of the required unfunded accrued pension liability to CalPERS is included in the budget, and due to the budgetary shortfall, it is partially funded from the Pension Stabilization Trust Fund. The payment to the Other Post-Employment Benefits (OPEB) Trust Fund has been reduced by $0.5 million from prior fiscal year’s amount of $1.5 million.
oLos Angeles County Sheriff’s Department Contract amounts to $19.3 million – it 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 2025/26 contract rate is estimated to increase by 4% and the Liability Trust fund by 0.5% to a 13% rate.
oOther contractual agreements funded by the General Fund will increase by a combined total of $0.9 million.
The table on the following page summarizes the General Fund spending plan for FY2025/26.
City Council June 17, 2025
Resolution No. 25-27 - Annual Budget for FY 2025/26 and Resolution No., 25-28 - Salary Schedule
Page No. 6
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EXPENDITURES BY TYPE BUDGETFY 2025
ESTIMATED ACTUAL FY2025
BUDGETFY 2026
VARIANCE BUDGET FY26vs. BUDGET FY25
Variance%
FULL TIME:SALARIES 14,527,126 14,091,167 16,732,929 2,205,803 15%MEDICAL BENEFITS 3,168,527 2,611,924 3,460,274 291,747 9%PENSION (from 36.57% to 33.76% in FY2026) 5,760,055 5,013,222 5,943,707 183,652 3%OTHER POST EMPLOYMENT BENEFITS 1,500,000 1,500,000 1,000,000 (500,000) -33%OTHER BENEFITS (MEDICARE, LIFE, LTD, WORKERS COMP) 1,217,504 1,101,072 1,422,955 205,451 17%OTHER COMPENSATION & LEAVE PAYOUTS 1,513,831 1,572,939 1,220,701 (293,130) -19%RETIREE MEDICAL 1,356,200 1,536,500 1,445,300 89,100 7%SUBTOTAL FULL TIME EMPLOYEES & RETIREES 29,043,243 27,426,825 31,225,865 2,182,623 8%PART TIME:SALARIES 6,227,862 5,770,637 6,826,834 598,972 10%MEDICAL BENEFITS 77,479 91,842 108,848 31,369 40%MEDICARE 90,304 83,674 98,989 8,685 10%SUBTOTAL PART-TIME EMPLOYEES 6,395,645 5,946,154 7,034,671 639,026 10%SALARIES & BENEFITS 35,438,888 33,372,978 38,260,537 2,821,649 8%LA COUNTY SHERIFF'S CONTRACT 16,526,620 16,332,000 17,238,671 712,051 4%LA COUNTY SHERIFF'S LTF 1,904,810 1,888,000 2,066,950 162,140 9%CONTRACT SERVICES 11,347,281 11,128,631 12,282,465 935,184 8%UTILITIES 3,886,200 3,273,288 3,444,160 (442,040) -11%INSURANCE 1,082,360 1,082,052 1,117,400 35,040 3%VEHICLE MAINTENANCE 1,102,698 1,054,082 1,115,900 13,202 1%DEBT SERVICE 1,476,394 1,503,454 772,597 (703,797) -48%TRANSFER OUT TO SR. PROGRAMS 383,934 526,426 311,399 (72,535) -19%TRANSFER OUT TO PARKING STRUCTURE 493,933 434,402 524,465 30,532 6%OTHER OPERATING COSTS 4,419,205 3,762,140 4,749,647 330,442 7%SUBTOTAL OPERATIONS 42,623,435 40,984,474 43,623,654 1,000,219 2%MINOR CAPITAL OUTLAYS 610,204 610,292 263,011 (347,193) -57% GAS TAX FUNDS (3,075,000) (2,700,000) (2,735,000) 340,000 -11%OTHER SPECIAL REVENUE FUNDS (AQMD & SA Housing) 315,916 256,617 (87,564) (403,480) -128%TOTAL OPERATIONAL TRANSFERS (IN) (2,759,084) (2,443,383) (2,822,564) (63,480) 2% NET OPERATIONS & CAPITAL OUTLAY BUDGET 75,913,443$ 72,524,362$ 79,324,638$ 3,411,195$ 4% 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 $16.3 million as of June 30, 2026. It is 0.5% over the City’s reserve policy of 20% of operations and capital outlays total budget amount.
The table on the following page summarizes the General Fund 2025/26 Budget.
City Council June 17, 2025
Resolution No. 25-27 - Annual Budget for FY 2025/26 and Resolution No., 25-28 - Salary Schedule
Page No. 7
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18,859,031$
FISCAL YEAR 2025-2026
TOTAL OPERATING BUDGET:Estimated Revenues 78,695,362$ TOTAL RESOURCES 78,695,362$ Expenditures - Operations (79,061,627)Capital Outlays (263,011) TOTAL OPERATING & CAPITAL OUTLAY (79,324,638)
Net Operating Surplus/(Deficit)* (629,276)$
650,000$
TOTAL USE OF NON OPERATING RESOURCES:
NON-OPERATING RESOURCES 164,814$
RELEASE OF FUND BALANCE:Water Fund Loan - principal repayment 164,814 LESS TRANSFER TO COMMUNITY GRANT & CAPITAL RESERVE FUNDS (2,780,000)$ Community Improvement Grant (530,000)Parks Renovation (250,000)Vehicle Equipment Replacement (1,000,000)Street Renovation (1,000,000) FISCAL YEAR 2026 - TOTAL USE OF AVAILABLE FUND BALANCE (2,594,462)$ Estimated Ending Fund Balance at June 30, 2026 20.50% 16,264,569$ July 1, 2025- Beginning Estimated Fund Balance
*Use of Pension Stabilization Trust Fund to partially cover payment of PERS Unfunded Acrrued Liability The following information summarizes the proposed budgets for the City’s enterprise funds:
Norwalk Municipal Water System (NMWS):
Projected revenues are estimated to decrease by 9% to a total amount of $6.3 million, however the budgeted operating expenses are projected to exceed revenues by $1.1 million. This shortfall is covered by existing Water Fund reserves. Expenses include additional 1,300 hours for a new Utility Assistant position, allocation of $0.4 million for the 2025 Urban Water Management Plan update, and carry-over funding for water master plan and rate studies.
Six carry-over improvement projects are budgeted at a total cost of $8.1 million, out of which one project will be funded from a State Capital Grant in the amount of $2.4 million. The Water Fund estimated working capital as of June 30, 2026, is about $26 thousand.
City Council June 17, 2025
Resolution No. 25-27 - Annual Budget for FY 2025/26 and Resolution No., 25-28 - Salary Schedule
Page No. 8
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Sewer System:
The revenues are estimated at $2.6 million, and the operating cost is anticipated to be $2.3 million. Operating budget includes biannual cleaning of the entire sewer system, cleaning of hotspots four times a year, the carry-over funding for the sewer master plan, and a sanitary sewer system management plan update. The total capital improvement budget is $2.2 million and includes appropriations for the 13th year of the 50-year plan to replace the City’s aging Sewer System. The Sewer Fund estimated working capital as of June 30, 2026, is about $12.8 million.
Norwalk Transit System (NTS):
The estimated operating revenues of $19.7 million, comprised of federal, state, local transportation funding, and annual transfers from other special revenue funds, are $0.3 million under the NTS operating budget. This operating budget shortfall will be covered by the available Transit Fund reserves.
The operational expenses amount to $20 million and in addition to the typical operating costs include expenses for the annual NTS rodeo events, comprehensive operational analysis study, and the cost of the Federal Transportation Agency (FTA) plan updates.
NTS’s capital purchase plan is $14.6 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 electric forklift. Capital expenses are primarily funded by federal grants and local transportation monies provide the local match.
The NTS working capital as of June 30, 2026, is estimated to have a balance of $13.2 million.
Summary:
The purpose of this public hearing is to review and adopt the City’s annual Budget for a period starting July 1, 2025, ending June 30, 2026. Copies of the FY 2025/26 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, 2026.
Citizens Advised:
FY 2025/26 Proposed Budget document was posted on the City’s website on May 22, 2025, for public review. Notice of Public Hearing regarding FY 2025/26 Budget was published in The Norwalk Patriot on June 6, 2025, and posted at the City’s three designated posting places and the website on June 5, 2025.
City Council June 17, 2025
Resolution No. 25-27 - Annual Budget for FY 2025/26 and Resolution No., 25-28 - Salary Schedule
Page No. 9
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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. 25-27, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NORWALK ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL YEAR 2025/26; and
b. RESOLUTION NO. 25-28, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING FISCAL YEAR 2025/26 SALARY SCHEDULE
FOR GENERAL AND HOURLY UNIT EMPLOYEES AND EXECUTIVE MANAGEMENT AND MID-MANAGEMENT EMPLOYEES.
Attachments:
1. Resolution No. 25-27
2. Resolution No. 25-28
3. FY 2025-26 Budget in Brief
Attachment No. 1
RESOLUTION NO. 25-27
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
ESTABLISHING AND ADOPTING THE ANNUAL BUDGET FOR FISCAL
YEAR 2025/26
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 2025/26; and
WHEREAS, copies of said budget were prepared and on May 22, 2025, distributed to the members of City Council; and
WHEREAS, on May 27, 2025, said budget was presented to the Finance Ad Hoc Committee; and
WHEREAS, on May 22, 2025, 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 31, 2025, the City Council held a Special meeting to discuss the proposed budget for the Fiscal Year 2025/26; and
WHEREAS, City Council set June 17, 2025, at the hour of 6:00 p.m., as the time and place for holding a public hearing for the Fiscal Year 2025/26 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, 2025 and ending June 30, 2026 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. 25-27 Page 2 of 2
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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 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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 17h day of June 2025.
________________________________
TONY AYALA
MAYOR
ATTEST:
________________________________
THERESA DEVOY, CMC
CITY CLERK
ATTACHMENT NO. 2
RESOLUTION NO. 25-28
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK AMENDING AND ADOPTING THE FISCAL YEAR 2025/26 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 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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED this 17th day of June 2025.
_____________________________
TONY AYALA
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
Exhibit A
Resolution No. 25-28 Page 2 of 5
CITY OF NORWALK
SALARY SCHEDULE
FY 2025-2026
Effective June 22, 2025
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 P328 Administrative Services Supervisor Monthly 7,527 7,904 8,299 8,714 9,149 P028 Assistant City Clerk Monthly 7,527 7,904 8,299 8,714 9,149 P029 Housing Liaison 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. 25-28 Page 3 of 4
Exhibit A
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D. GENERAL UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E 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 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 F354 Traffic Signal Technician III 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
Resolution No. 25-28 Page 4 of 4
Exhibit A
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D. GENERAL UNIT
Class Name of Position Rate Type Step A Step B Step C Step D Step E F387 Equipment Service Helper II 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 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 H034 Utilities Assistant 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 2025-2026
2 0
2 6
Norwalk City Council
Tony Ayala
Mayor
Jennifer Perez
Vice Mayor
Margarita L. Rios
Councilmember
Rick Ramirez
Councilmember
Ana Valencia
Councilmember
2 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
3 Norwalk At a Glance
Number of City
Parks:
14 Public Facilities
9 Population
103,414
Median Age:
34 Average Household
Size:
3.67 Median Income:
$98,709
Acres of Open
Space:
98.5 Number of Businesses:
3,670
4 City Organizational Chart
Citizens of Norwalk
City Council
Commissions
Successor Agency to
RDA
City Attorney
City Manager
Deputy City Manager
Administration
Communications &
Public Affairs
Finance
Human Resources
City Clerk
Public Safety
Community
Development
Public Services
Social Services
Transportation
Recreation & Park
Services
5 City Manager’s Message
To our Norwalk Community,
It is my pleasure to unveil the Fiscal Year 2025-2026 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.
Preparation of this year’s budget was notably different due to the uncertainty of the broader economy and unpredictable nature of federal administrative policies, both of which may have a negative impact on available City resources. To maintain sound fiscal management, the City will continue to monitor the budget closely and adjust as necessary.
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 202 5-2026 Budget includes an investment of over $79.3 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/departments_services/finance/budget_and_financial_reports/index.php
6 Annual Budget
Process
JANUARY
BUDGET
PLANNING
The Finance Department
begins preparations for
mid-year adjustments
and upcoming fiscal
year budget.
FEBRUARY
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. P rior to
presenting to the City
Council, Budget Team
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.
7 FY 25-26 Budget
Highlights
Recreation &
Park Services
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 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 Regulatory Plan Updates
o Purchase of 3 electric buses
o Improvements of Transit Facility
and Bus Stops
8 Revenue Type *Total
General Fund
$78,695,362
Enterprise
Funds
(Water, Sewer Transit)
$40,721,390
Other Funds
(Grants, Restricted
Funds)
$113,364,307
TOTAL $232,781,059
FY 25-26 Revenues
City-Wide
Where the Money Comes From
*Total includes estimated revenues and transfers in
34%
17%
49%
9 Revenue Source Amount
Property Values
Derived Revenue $28,041,070
Sales & Use Tax $24,960,000
Utility User Tax $6,180,000
Transient Occupancy
Tax $ 1,628,300
Franchise Fee $ 4,009,000
Other General
Revenues $8,666,244
Departmental
Revenues $5,210,748
TOTAL $78,695,362
Use of Pension Stabilization
Trust Fund to Balance Shortfall $650,000
General Fund
Breakdown of General Fund Sources
10 Function FY 26 Budget
General
Government $16,040,582
Debt Service $772,596
Public Safety $28,509,393
Public Services $16,871,113
Social Services $4,397,979
Community
Development $5,475,874
Recreation &
Park Services $7,257,101
TOTAL $79,324,638
FY 25-26 General Fund
Operating Budget
Where the Money Goes
11 Expenditure Type FY 26 Budget
Personnel Cost $38,260,537
L.A. County
Sheriff’s Contract $19,305,621
Debt Service $772,596
Contract
Services $12,282,465
Utilities $3,444,160
Other
Operating Costs $5,259,260
TOTAL $79,324,638
47%
23%
1%
15%
4% 10%
FY 25-26 General Fund
Budget Breakdown
How We Use the Money
12 Project Category # of Projects Amount
Street Projects 21 $45,220,202
Traffic
Improvements 9 $12,502,933
Park
Improvements 9 $13,473,390
Water Projects 6 $7,362,715
Sewer Projects 5 $2,151,012
Storm Water &
Environmental 3 $30,065,172
Facilities & Misc.
Improvements 15 $25,270,309
TOTAL 68 $136,045,733
FY 25-26 Capital
Improvement Projects
13 City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Glen W.C. Kau, P.E., Director of Public Services/City Engineer Jacqueline Koontz, P.E., Senior Civil Engineer
Julio Gonzalez, Associate Engineer
SUBJECT: PUBLIC HEARING - RESOLUTION NO. 25-29 - SETTING THE SEWER SERVICE CHARGE FOR FISCAL YEAR 2025/26 AND ORDERING THAT SUCH
CHARGE BE COLLECTED ON THE TAX ROLL
Background:
On June 18, 2013, City Council adopted Ordinance No. 13-1642 establishing sewer service charges to pay for the operation and maintenance of the City’s sewer system, including capital replacement costs. Ordinance No. 13-1642 provided that beginning July 1, 2014, the sewer service charge could be increased annually through July 1, 2018 by an amount equal to the annual increase in the Engineering News Record Construction Cost Index for the Los Angeles Area (the “ENRLA”), as of February of each year. The City has not increased the sewer service charges since Fiscal Year (FY) 2017/18.
Norwalk Municipal Code (NMC), Chapter 13.14 and the California Health and Safety Code, Article 4 of Chapter 6 of Part 3 of Division 5, Section 5470, affirms that City Council is authorized to levy an annual sewer service charge and to have such charge collected on the property tax roll.
As required by the California Health and Safety Code, each year that the City levies and collects charges on the tax roll, the City must prepare a report that contains a description of each parcel of real property to which the charge is applicable and the amount of the charge for each parcel and must hold a public hearing. The report is available for public inspection in City Clerk’s Department or may be viewed online at the City’s webpage. As provided in the report, the proposed charge for each parcel is the amount authorized by NMC Chapter 13.14.020, Section E.
City Council June 17, 2025
Sewer Service Charge Fiscal Year 2025/26
Public Hearing and Resolution No. 25-29
Page No. 2
1 4
0 8
On November 21, 2017, City Council voted to continue to levy and collect the sewer service charge with no increase each fiscal year until the City updates its 2015 Sanitary Sewer Master Plan study and conducts a new sewer service fee study. Sewer System Management Plan and Sanitary Sewer Master Plan updates are currently on-going and a new sewer service fee study will be conducted during FY 2025/26. The new sewer service fee study will provide information for City Council to consider adopting a new sewer service charge beginning in FY 2026/27.
Resolution No. 25-29 approves the report and authorizes the levy of the charge on the property tax roll for FY 2025/26 per Chapter 13.14 of the NMC with no increase. Adoption of the attached resolution requires approval by two-thirds of the members of City Council.
Following is a list of projects that the City has recently completed, are in process, and scheduled for the next few years using the sewer service fee revenues:
•Project No. 7513 – (complete) evaluated 300 sewer manholes and completed repairs to 26 manholes per the National Association of Sewer Service Companies (NASSCO) Manhole Assessment and Certification Program (MACP) guidelines •Project No. 7519 – (50% complete) design and installation of a new Sewer System Supervisory Control and Data Acquisition (SCADA) system •Project No. 7520 – (complete) design and upgrade of Bloomfield Sewer Lift Station Up- grade Project
• Project No. 7521 – (complete) repaired 57 point locations of sewer mainline under FY 2017/18 Sewer Main Repair Project using various methods •Project No. 7522 – (65% complete) evaluates 450 sewer manholes and repairs selected manholes per NASSCO MACP guidelines
•Project No. 7523 – (10% complete) design and improvement of 12 pipe segments of the sewer system (Phase 4)
•Project No. 7524 - (10% complete) evaluates 300-400 sewer manholes and repairs selected manholes per NASSCO MACP guidelines
•Project No. 7525 – (10% complete) design and improvement of 60 pipe segments of the sewer system (Phase 5 Project)
•Project No. 7527 – (50% complete) design and rehabilitation project for sewage lift station at Harvard Dr. and Gridley Rd
Fiscal Impact:
The annual fee revenue projected for FY 2025/26 is approximately $2,512,000. The actual amount collected will not be known until after receiving the first installment payments.
Citizens Advised:
Notice of the public hearing regarding the report and the proposed levy and collection of the charge on the property tax roll was published as required by Section 5473.1 of the Health and Safety Code. The public hearing was posted at the City’s three designated posting places and City Council June 17, 2025
Sewer Service Charge Fiscal Year 2025/26
Public Hearing and Resolution No. 25-29
Page No. 3
1 4
0 8
the website on May 16, 2025, and published in The Norwalk Patriot on May 16, 2025, and May 23, 2025.
Strategic Plan 2023 Implementation:
N/A
Recommended Action:
Staff recommends City Council consider adopting Resolution No. 25-29, A RESOLUTION OF
THE CITY COUNCIL OF THE CITY OF NORWALK APPROVING THE ANNUAL SEWER
REPORT AND LEVYING AN ANNUAL SEWER SERVICE CHARGE FOR FISCAL YEAR 2025/26 PURSUANT TO CHAPTER 13.14 OF THE NORWALK MUNICIPAL CODE AND
ORDERING THE ANNUAL SEWER SERVICE CHARGE TO BE COLLECTED ON THE COUNTY OF LOS ANGELES TAX ROLL.
Attachments:
Resolution No. 25-29
RESOLUTION NO. 25-29
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NORWALK
APPROVING THE ANNUAL SEWER REPORT AND LEVYING AN ANNUAL SEWER SERVICE CHARGE FOR FISCAL YEAR 2025/26 PURSUANT TO CHAPTER 13.14 OF THE NORWALK MUNICIPAL CODE AND ORDERING
THE ANNUAL SEWER SERVICE CHARGE TO BE COLLECTED ON THE
COUNTY OF LOS ANGELES TAX ROLL
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NORWALK HEREBY DETERMINES, FINDS, AND RESOLVES AS FOLLOWS:
Section 1.The City Council finds:
A. Pursuant to the provisions of Chapter 13.14 of the City of Norwalk Municipal Code (the “Municipal Code”) and the California Health and Safety Code, Article 4 of Chapter 6 of Part 3 of Division 5, Section 5470 (the “Code”), the City Council is authorized to levy an annual sewer service charge (the “Charge”) and to have such Charge collected on the tax roll in the same manner, by the same persons, and at the same time as, together with and not separately from, the general taxes of the City.
B. The City Council has caused a written report (the “Written Report”) to be prepared and filed with the City Clerk. The Written Report contains a description of each parcel of real property within the City to which the Charge is applicable (the “Identified Parcels”) and the amount of the Charge for each such Identified Parcel for fiscal year 2025/26.
C. Following notice duly given in accordance with law, the City Council has held a full and fair public hearing regarding the Written Report and the levy and collection of the Charge for Fiscal Year 2025/26 and heard and considered all objections and protests thereto.
D. No majority protest against the Written Report exists, as determined in accordance with Section 5473.2 of the Code.
Section 2. The City Council hereby overrules all protests and objections to the Written Report and approves the Written Report as filed.
Section 3.The City Council hereby levies the Charge for Fiscal Year 2025/26 in the amount set forth in the Written Report.
Section 4.The adoption of this resolution constitutes the levy of the Charge against the Identified Parcels for the fiscal year commencing July 1, 2025 and ending June 30, 2026.
Section 5.The Charge shall be collected for fiscal year 2025/26 on the County of Los Angeles tax roll in the same manner, by the same persons, and at the same time as, together with and not separately from, the general taxes of the City.
Resolution No. 25-29 Page 2 of 2
4 1
6 2
Section 6.The City Clerk is hereby authorized and directed to file the Written Report with the City Treasurer with a statement endorsed on said Written Report over the City Clerk’s signature that the Written Report has been approved and finally adopted by the City Council. Upon receipt of the Written Report from the City Clerk, the City Treasurer shall enter the amount of the Charge against the Identified Parcels as they appear on the current assessment roll.
Section 7.The City Clerk is hereby further authorized and directed to file with the County Auditor of the County of Los Angeles a copy of the Written Report, with a statement endorsed thereon over the City Clerk’s signature that the Written Report has been approved and finally adopted by the City Council, with a certified copy of this Resolution.
Section 8. 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 assistant, is directed to attest thereto.
APPROVED AND ADOPTED on this 17rd day of June 2025.
TONY AYALA
MAYOR
ATTEST:
THERESA DEVOY, CMC
CITY CLERK
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Jana Stuard, Director of Finance/City Treasurer
Jennifer Hernandez, Senior Management Analyst
SUBJECT: ORDINANCE NO. 25-1757 - AMENDING NORWALK MUNICIPAL CODE SECTION 6.16.030 AND 6.16.040 TO UPDATE RENEWAL TERMS FOR DOG
LICENSES
Background:
The Finance Department annually administers the City’s Dog Licensing Program following the process outlined in Norwalk Municipal Code (NMC) §6.16.030 which sets forth the license term for dog licenses. Currently, the renewal term occurs on a fixed date of July 1 st of each year, regardless of the original date of registration. This has presented logistical and administrative challenges to both residents and staff including proration confusion, overlapping renewal periods, and inconvenient timing for pet owners.
In 2025, the City partnered with DocuPet, a modern online pet license registration software designed with local governments in mind, to implement the system in Norwalk. DocuPet provides a user-friendly platform that allows residents to register and renew their pet licenses from the comfort of their homes. The platform supports new registrations, ownership transfers and renewals, streamlining the entire process. Additional services provided by DocuPet, at no cost to residents, include a Home Safe reunification tool as well as a free standard dog tag for first- time licensees.
With the implementation of DocuPet, the City could modernize its approach for dog license registrations and renewals in a manner that is efficient, timely, and accessible. Another key benefit of implementation of the new system is the ability to switch from a fixed annual renewal date of July 1st to a rolling 12-month renewal period based on the date of license issuance.
This would ultimately allow pet owners to register at any time of the year and maintain a valid pet license for 365 days, as opposed to the current restriction of July 1st annually. This provides
City Council June 17, 2025
Ordinance No. 25-1757 – Amending the Norwalk Municipal
Code regarding Dog License Renewal Terms
Page No. 2
1 3
9 9
a fairer and more intuitive system for pet owners, eliminates the need for proration or partial year charges, distributes license renewals more evenly throughout the year and reduces the administrative burden on both residents and staff. To ensure this new renewal process maintains compliance with the Norwalk Municipal Code, an amendment to NMC §6.16.030 is required to remove the July 1st license term.
In order to encourage and promote timely renewals, while also providing flexibility for residents, the late penalty for overdue registrations will remain capped at 50% of the dog license fee as listed in the approved User Fee Schedule adopted on April 1, 2025, however the late penalty will now be assessed on a tiered schedule based on the duration the license remains overdue as listed in Table 1 below:
Table 1: Revised Pet License Penalty Schedule
Late Fee
License Type 31-60 Days
Past Due
61-90 Days
Past Due
Over 90 Days
Past Due
Altered Dog $5.00 $10.00 $15.00
Altered Dog (Senior Rate) $2.50 $5.00 $7.50
Unaltered Dog $10.00 $20.00 $30.00
Unaltered Dog (Senior Rate) $5.00 $10.00 $15.00
Altered Dog indicates if the dog has been spayed/neutered Historically, and in conformance with NMC §6.13.040, a penalty fee, regardless of if 31 days overdue, or 90 days, would require the pet owner to pay, in a lumpsum, the pet license fee and 50% of the cost of the pet license as a penalty. This new structure will incentivize prompt renewals and allow residents to avoid the full penalty fee if action is taken within the early stages of delinquency. To ensure this is clearly defined and in conformance with the NMC, an amendment to NMC §6.16.040 is also required to remove the lumpsum penalty fee of 50% of the pet license cost.
Fiscal Impact:
There is no fiscal impact with the recommended action.
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
The recommended actions will further the City’s 2023 Strategic Plan Goal 3 Create and Sustain a Resilient and Economically Prosperous City.
City Council June 17, 2025
Ordinance No. 25-1757 – Amending the Norwalk Municipal
Code regarding Dog License Renewal Terms
Page No. 3
1 3
9 9
Recommended Action:
Staff recommends City Council to introduce by title only Ordinance No. 25-1757, AN
ORDINANCE OF THE CITY OF NORWALK AMENDING NORWALK MUNICIPAL CODE SECTIONS 6.16.030 AND 6.16.040 TO UPDATE RENEWAL TERMS FOR DOG LICENSES, and schedule for adoption.
Attachments:
Ordinance No. 25-1757
ORDINANCE NO. 25-1757
AN ORDINANCE OF THE CITY OF NORWALK AMENDING NORWALK
MUNICIPAL CODE SECTIONS 6.16.030 AND 6.16.040 TO UPDATE
RENEWAL TERMS FOR DOG LICENSES
WHEREAS, the City recognizes that proper animal control, including up-to-date licensing and rabies vaccinations are essential for public health and safety; and WHEREAS, the current dog license renewal term limits flexibility in obtainment of dog licenses and associated penalty fees can pose challenges to ensuring all dogs are properly licensed and vaccinated; and
WHEREAS, an updated renewal term will provide greater consistency and coincide with new dog license procedures to provide for a more streamlined process for owners and reductions in administrative burdens with the potential to improve compliance rates.
THE CITY COUNCIL OF THE CITY OF NORWALK DOES ORDAIN AS
FOLLOWS:
Section 1.The City Council of the City of Norwalk hereby finds and determines that all foregoing recitals are true and correct and are incorporated as part of the City’s findings
Section 2.Section 6.16.030 entitled “Time Limit - License Fee” of the Norwalk Municipal Code is amended to read as follows:
At the time any owner obtains a dog over the age of four months, or moves into the City of Norwalk with a dog over the age of four months, owner shall obtain a dog license and pay an original license fee. The license shall be valid for one year from the date of issuance and shall thereafter be renewed annually. All license renewal fees are due annually on the anniversary of the issuance of original dog license.
Section 3.Section 6.16.040 entitled “Penalty Fees” of the Norwalk Municipal Code is amended to read as follows:
Any person who fails to pay the required dog license fee prior to the renewal date shall pay, in addition to the license fee, a penalty of up to 50% of the license fee.
Any person who fails to obtain a license within 30 days after acquiring any dog, or after moving into the City of Norwalk with any dog, or having any dog come into their care, custody or control shall pay, in addition to the license fee, a penalty fee of up to 50% of the license fee.
All dog license penalty fees will be assessed based on the number of days overdue as listed below up to 50% of the cost of the dog license as listed in the City’s adopted User Fee Schedule:
•31-60 days overdue
•61-90 days overdue
Attachment No. 1
Ordinance No. 25-1757 Page 2 of 2
•90 days overdue
Section 4.Severability. If any section, subsection, paragraph, sentence, clause, phrase, or portion thereof, of this Ordinance is declared by a court of competent jurisdiction to be unconstitutional or otherwise invalid, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council declares that it would have adopted this Ordinance, and each section, subsection, paragraph, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, paragraphs, sentences, clauses, phrases, or portions thereof, be declared invalid or unconstitutional. To this end, the provisions of this Ordinance are declared to be severable.
Section 5.This Ordinance shall take effect thirty (30) days after its adoption.
The City Clerk is directed to certify to the enactment of this Ordinance and to cause this ordinance to be published and/or posted as required by law.
PASSED, APPROVED, AND ADOPTED this _____ day of _____ 2025. ______________________________
TONY AYALA
MAYOR
ATTEST:
______________________________
THERESA DEVOY, CMC
CITY CLERK
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Gabriela Regalado, Director of Social Services
SUBJECT: AGREEMENTS – HEALTH ON WHEELS PROGRAM
Background:
Since 1996, the City of Norwalk has collaborated with the Norwalk-La Mirada Unified School District (NLMUSD), and California State University Long Beach (CSULB) to provide mobile medical services for school aged children called the Health on Wheels (HOW) Program.
As the program offers significant benefits to the children it serves, the HOW Program and Bailment agreements are being proposed for a term of three years beginning July 1, 2025 through June 30, 2026 with two automatic renewal terms of one year each thereafter, or until earlier terminated as provided in Section XII. The HOW vehicle will be located at the Norwalk City Yard at 13629 San Antonio Drive for overnight storage, which necessitates the Bailment agreement. The City will continue to provide the driver and maintenance of the HOW vehicle.
Fiscal Impact:
N/A
Citizens Advised:
N/A
Strategic Plan 2023 Implementation:
N/A
City Council June 17, 2025
Health on Wheels Program Agreements Page No. 2
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Recommended Action:
Staff recommends City Council:
a. approve the Health on Wheels agreement with the Norwalk-La Mirada Unified School District and California State University Long Beach to provide free and accessible basic health care services to children in the Norwalk-La Mirada Unified School District from July 1, 2025 through June 30, 2026, with two automatic renewal terms of one year each thereafter;
b. approve the Bailment agreement with Norwalk-La Mirada Unified School District, for storage of a motor home vehicle at the Norwalk City Yard from July 1, 2025 through June 30, 2028; and
c. authorize the City Manager to execute the Health on Wheels Program and Bailment agreements and any amendments provided there is funding in the budget, and it is within the City Manager’s signing authority, on behalf of the City, in forms approved by the City Attorney.
Attachments:
1. Health on Wheels Contract Agreement
2. Bailment Agreement
City Council Agenda Report
June 17, 2025
TO: Honorable City Council
FROM: Jesus M. Gomez, City Manager
BY: Carina Montes, Director of Human Resources/Risk Manager SUBJECT: CITYWIDE CLASSIFICATION AND COMPENSATION STUDY Background:
The Classification and Compensation study conducted by CPS HR Consulting, at the request of the Council, provides the City of Norwalk (“City”) with a comprehensive analysis and recommendation.
The study analyzed the City’s current compensation structure, compared it with market data from comparable municipalities, and developed recommendations for an updated salary structure.
This new structure aligns with current market conditions and public sector best practices, ensuring that employee compensation is competitive.
This report presents the findings and recommendations from the compensation study conducted for the City of Norwalk (California) in collaboration with CPS HR Consulting. The study analyzed the City's current compensation structure, compared it with market data from comparable municipalities, and developed recommendations for an updated salary structure that aligns with the market and public sector best practices.
The analysis revealed that 36% of the City-wide benchmark classifications lagged the market (based on the midpoint of the salary range). Sixty-four percent led, or were at, the market (based on the midpoint of the salary range). The study also identified limitations in the City's current 5- step salary schedule, including inconsistent grade separation, limited room for wage growth, and salary compression/lack of wage growth among long-term employees.
Based on these findings and through numerous workshops with the City, CPS HR developed a 9-step salary schedule with consistent grade separation, appropriate bandwidth, and a more measured progression between steps. This revised, market-competitive structure will enhance
City Council June 17, 2025
Citywide Classification and Compensation Study Page No. 2 1 4
1 9
the City's ability to attract and retain talent, address current wage compaction, and provide appropriate paths for compensation growth.
CPS HR will recap their initial findings and present their final recommendations.
Fiscal Impact:
The financial impact of the Classification and Compensation Study will be finalized after the conclusion of labor negotiations and will be included as part of the fiscal year 2025/26 annual budget.
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.
Recommended Action:
Receive and File.
Attachments:
N/A