4 3
6 5
Exhibit 1 identifies the factors used to determine the allowable inflationary increase from the prior year. Exhibit 2 categorizes FY 2024-25 anticipated revenues from “Proceeds of Taxes” and “Non-Proceeds of Taxes.” Exhibit 3 computes the FY 2024-25 appropriations subject to this limitation, and identifies the difference between the limit and the budgeted appropriation. As demonstrated in Exhibit 3, the City’s anticipated fiscal year 2024-25 appropriations subject to limitation is $318,718,831, which is $1,109,266,723 less than the allowable GANN Limit.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Computation of Appropriation Limit
2. Schedule to Categorize Anticipated Revenues
3. Appropriation Subject to Limitation
4. Resolution
Submitted By: Kathryn Downs, Finance and Management Services Agency Executive Director
Approved By: Alvaro Nuñez, Acting City Manager
City Council
11 –
2 6/18/2024
Fiscal Year 2023-24 Appropriations Limit $ 1,373,855,642 California Per Capita Personal Income: 3.620% *
Converted into a Factor 1.0362
Population Growth: 0.31% *
Converted into a Factor: 1.0031
Calculation of factor for fiscal year 2024-25 (1.0362 x 1.00310): 1.0394 Fiscal Year 2023-24 Appropriations Limit $ 1,427,985,554 * Source: State of California, Department of Finance, Price and Population Information - FY 2024-25
COMPUTATION OF APPROPRIATION LIMIT
FOR FISCAL YEAR ENDING JUNE 30, 2025
EXHIBIT 1
City Council
11 –
3 6/18/2024
REVENUE
PROCEEDS OF
TAXES
NON-PROCEEDS OF
TAXES TOTALS
TAXES:
Property Tax $ 106,069,320 $ - $ 106,069,320
Sales Tax 150,115,560 - 150,115,560
Hotel Visitors' Tax 9,500,000 - 9,500,000
Business Tax 16,200,000 - 16,200,000
Documentary Stamp Tax 800,000 - 800,000
Utility Users' Tax 27,300,000 - 27,300,000
Medical Marijuana/Cannabis Tax 14,530,000 - 14,530,000 Total Taxes 324,514,880 - 324,514,880
FROM STATE:
State Motor Vehicle License 300,000 - 300,000
Homeowner Prop Tax Subvention 182,000 - 182,000
State Gas Tax - 16,491,850 16,491,850
SB90 Reimbursements - 85,000 85,000
State Grants - 3,356,730 3,356,730
Standards Training for Corrections Reimbursemen - 55,620 55,620 Total State 482,000 19,989,200 20,471,200
OTHER GOVERNMENT:
Community Development (CDBG) - 5,419,820 5,419,820
Urban Area Security Initiative Grant - 521,000 521,000 Social Services Agency Grant - 838,960 838,960
Housing (Section 8) - 65,272,310 65,272,310
Workforce Investment Act - 2,565,240 2,565,240
Measure M, Street Grants - 6,962,060 6,962,060
Civic Center and Park - 4,133,240 4,133,240
Program Income - 1,125,570 1,125,570
Other Federal Grants - 3,295,900 3,295,900
Total Other Government - 90,134,100 90,134,100
SCHEDULE TO CATEGORIZE ANTICIPATED REVENUES
FOR FISCAL YEAR ENDING JUNE 30, 2025
EXHIBIT 2
City Council
11 –
4 6/18/2024
Exhibit 2
Continued
PROCEEDS NON-PROCEEDS
REVENUE OF TAXES OF TAXES TOTALS
LOCALLY RAISED:
Licenses and Permits - 8,315,400 8,315,400 Franchise Fees - 12,617,830 12,617,830 Fines and Forfeitures - 5,663,100 5,663,100 Charges for Services - 29,917,740 29,917,740 From Use of Property - 16,152,690 16,152,690 Others - 225,000 225,000 Others - Inter-Agency - 4,537,900 4,537,900 Total Locally Raised - 77,429,660 77,429,660 OTHER MISCELLANEOUS:
Donation - 196,920 196,920 Expense Reimbursements - 2,148,540 2,148,540 Indirect Cost Recovery - 9,733,920 9,733,920 Interfund Transfers - 21,387,080 21,387,080 Opioid Settlements - 781,700 781,700 Total Other Miscellaneous - 34,248,160 34,248,160 FROM USE OF MONEY:
Earnings on Investment 1,487,969 1,076,611 2,564,580 TOTAL REVENUES $ 326,484,849 $ 222,877,731 $ 549,362,580
City Council
11 –
5 6/18/2024
Proceeds of taxes 326,484,849$
Less: Exclusions (7,766,018)
Appropriation subject to limitation 318,718,831$
Current year limit 1,427,985,554
Over(under) limit (1,109,266,723)$
APPROPRIATION SUBJECT TO LIMITATION
FOR FISCAL YEAR ENDING JUNE 30, 2025
EXHIBIT 3
City Council
11 –
6 6/18/2024
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT
OF THE CITY OF SANTA ANA FOR FISCAL YEAR
2024-2025
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines and declares as follows:
A. Article XIIIB of the Constitution of the State of California, adopted by the voters of the State of California in 1979, imposes upon State and local government the obligation to limit each fiscal year’s appropriations to those established in fiscal year 1978 -79 as adjusted for by inflation and population, together with other specified changes required or permitted.
B. In June of 1990, the voters of the State of California approved Proposition 111, which amended Article XIIIB to establish the limit originally calculated for fiscal year 1986 -87 as a new adjustment base , and to change the definition of the cost of living to be either the percentage change in California per capita personal income from the preceding year or the percentage change in the local assessment roll from the preceding year for the jurisdiction due to the addition of local non-residential new construction.
C. Proposition 111 further modified Article XIIIB requirements by making certain capital outlay, debt service, emergency and court ordered expenditures not subject to the limit, and by allowing expenditures in excess of one year's limit to be offset by under expenditures in an immediately following year.
D. The City of Santa Ana has opted to use as the inflation adjustment factor the percentage change in the California per capita personal income f rom the preceding year.
E. The City of Santa Ana has opted to use as the population adjustment factor the County’s percentage change in population from the preceding year.
F. Section 7910 of the Government Code of the State of California requires the governing body of each local jurisdiction each year to, by resolution, establish its appropriations limit and make other necessary determinations for the following fiscal year pursuant to Article XIIIB of the California EXHIBIT 4
City Council
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7 6/18/2024
Constitution at a regularly sch eduled meeting or noticed special meeting.
Fifteen days prior to the meeting, documentation used in the determination of the appropriations limit and other necessary determinations shall be available to the public.
G. This matter came before the City Council at its regularly scheduled meeting of June 18, 2024.
H. The Executive Director of the Finance and Management Services Agency of the City of Santa Ana has determined the City’s appropriation limit for fiscal year 2024-2025 in accordance with said provisions of the Constitution and laws of the State of California , and the documentation used in the determination has been available to the public since not later than June 3, 2024, in the office of the Executive Director of the Finance and Management Services Agency.
Section 2. Based upon the above referenced facts, and all facts specified in the accompanying Request for Council Action and its attachments, and each of them, the appropriation limit of the City of Santa Ana for fiscal year 2024-2025 is hereby found and determined to be $1,427,985,554.
Section 3. This Resolution shall take effect thirty (30) days after its adoption by the City Council, and the City Clerk shall attest to and certify the vote adopting this Resolution.
ADOPTED this _____ day of ______________, 2024.
_______________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:________________________
Andrea Garcia-Miller
Assistant City Attorney
City Council
11 –
8 6/18/2024
AYES: Councilmembers ___________________________________
NOES: Councilmembers ___________________________________
ABSTAIN: Councilmembers ___________________________________
NOT PRESENT: Councilmembers ___________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk, do hereby attest to and certify the attached Resolution No. 2024-______ to be the original resolution adopted by the City Council of the City of Santa Ana on June 18, 2024.
Date: ____________ ___________________________
City Clerk
City of Santa Ana
City Council
11 –
9 6/18/2024
Human Resources
www.santa-ana.org/human-resources
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 18, 2024
TOPIC: Memorandum of Understanding between the City of Santa Ana and the Santa Ana Police Officers Association and Resolution for the Santa Ana Police Management Association
TITLE
Adoption of a Memorandum of Understanding (MOU) Establishing the Terms and Conditions of Employment for Classifications Represented by the Santa Ana Police Officers Association (SAPOA) Effective January 1, 2024 through June 30, 2027, and Adoption of a Resolution Updating the Compensation and Salary Schedule of Sworn Classifications of the Santa Ana Police Management Association (SAPMA)
RECOMMENDED ACTION
1. Authorize the City Manager to execute a Memorandum of Understanding with SAPOA regarding wages, hours, and other terms and conditions of employment effective January 1, 2024 through June 30, 2027, and authorize non-substantive changes which may be necessary to implement the agreement (Agreement No.
A-2024-XXX); and
2. Approve a Resolution updating the compensation and salary schedule for sworn classifications of the SAPMA.
RESOLUTION NO. 2024-XXX entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA TO EFFECT CERTAIN CHANGES TO THE CITY’S CLASSIFICATION AND COMPENSATION PLAN
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The City recently reached a tentative agreement with SAPOA for a three and one-half (3 1/2) year MOU effective January 1, 2024 through June 30, 2027. The tentative agreement has been ratified by the SAPOA membership. The major provisions of the agreement include: salary increases of four percent (4%) effective the first full pay period following July 1, 2024, four percent (4%) in July 2025, and four percent (4%) in July 2026; recognizing Cesar Chavez holiday (beginning 2025); increasing non-sworn primary bilingual pay to three hundred dollars ($300) per month and non-sworn secondary bilingual pay to seventy-five dollars ($75) per month effective the first full pay
City Council
12 –
1 6/18/2024
Memorandum of Understanding between the City of Santa Ana and the Santa Ana Police Officers Association and Resolution for the Santa Ana Police Management Association June 18, 2024
4 3
7 6
period following July 1, 2024; adding longevity pay of two and one-half percent (2.5%) for non-sworn employees with fifteen (15) or more years of service in July 2025, increasing to five percent (5%) in July 2026, and increasing longevity pay to five percent (5%) for non-sworn employees with twenty (20) or more years of service in July 2026; adding longevity pay of five percent (5%) for sworn employees with ten (10) or more years of service in July 2025.
Other key terms of the agreement include: modifying language to allow for new hires with exceptional experience and/or education/training to be assigned any pay rate step within the salary range; four (4) additional holiday hours to be donated back to the City for the full-time union release time for the SAPOA President; updated discipline procedure; and a reopener to consider health insurance contribution after receiving the results of the 2024 Association Medical Insurance Trust Fund audit.
Lastly, pursuant to Sections 4.3(A)(4) and 4.3(C) of the MOU between the City and SAPMA, the salary ranges for the Police Lieutenant and Police Captain classifications require an adjustment in order for the City to maintain compliance with the aforementioned MOU sections. The attached Resolution updates the salary schedule for the Police Lieutenant and Police Captain classifications as a result of the additional compensation provided to SAPOA.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with these actions.
FISCAL IMPACT
The estimated annual cost of the agreement and additional costs for the salary adjustments to the two (2) SAPMA classifications during the three and one-half (3 1/2) year period is $4,265,467 for FY 2024-25, $9,245,873 for FY 2025-26, and $13,688,646 for FY 2026-27, for a total estimated cost of $27,199,985 to the General Fund. The proposed FY 2024-25 Budget Ordinance on this same agenda includes sufficient amounts to fund the first year of the agreement.
FY 2024-25 FY 2025-26 FY 2026-27 City’s
Ongoing
Costs
Wages $3,518,348 $7,156,688 $10,919,842 $10,919,842
Longevity -
Sworn
- $1,072,475 $1,108,660 $1,108,660
Longevity –
Non Sworn
- $253,844 $880,839 $880,839
Bilingual – Non
Sworn
$207,206 $206,623 $206,076 $206,076
City Council
12 –
2 6/18/2024
Memorandum of Understanding between the City of Santa Ana and the Santa Ana Police Officers Association and Resolution for the Santa Ana Police Management Association June 18, 2024
4 3
7 6
Subtotal: $3,725,554 $8,689,628 $13,115,417 $13,115,417 Cesar Chavez
Day (also
provided to
other FT
groups)
$483,984 $500,316 $517,301 $517,301
PMA increases
(POA
increases
require a
1.00%
increase for
Captains and
Lieutenants)
$55,929 $55,929 $55,929 $55,929
Total Costs: $4,265,467 $9,245,873 $13,688,646 $13,688,646
EXHIBIT(S)
1. Memorandum of Understanding between the City of Santa Ana and Santa Ana Police Officers Association
2. Resolution for the Santa Ana Police Management Association Submitted By: Lori Schnaider, Executive Director of Human Resources Approved By: Alvaro Nuñez, Acting City Manager
City Council
12 –
3 6/18/2024
MEMORANDUM OF UNDERSTANDING
BETWEEN
THE CITY OF SANTA ANA
AND
THE SANTA ANA POLICE OFFICERS ASSOCIATION
JANUARY 1, 2024 – JUNE 30, 2027
City Council
12 –
4 6/18/2024
i
MEMORANDUM OF UNDERSTANDING
BETWEEN THE CITY OF SANTA ANA AND
THE SANTA ANA POLICE OFFICERS ASSOCIATION
FOR 2024-2027
TABLE OF CONTENTS
ARTICLE I ..................................................................................................................................... 1
1.0 RECOGNITION ................................................................................................................... 1 ARTICLE II .................................................................................................................................... 2
2.0 NON-DISCRIMINATION CLAUSE ................................................................................... 2 ARTICLE III ................................................................................................................................... 3
3.0 ATTENDANCE, WORK PERIOD, WORK SCHEDULE & WORKDAY ........................ 3 ARTICLE IV .................................................................................................................................. 8
4.0 SALARIES ........................................................................................................................... 8 ARTICLE V .................................................................................................................................. 12
5.0 ASSIGNMENT AND OTHER SPECIAL PAY ADDITIVES .......................................... 12 ARTICLE VI ................................................................................................................................ 18
6.0 CAREER DEVELOPMENT PROGRAM ......................................................................... 18 ARTICLE VII ............................................................................................................................... 22
7.0 TRAINING AND EDUCATIONAL ASSISTANCE PROGRAM .................................... 22 ARTICLE VIII .............................................................................................................................. 25
8.0 OVERTIME ........................................................................................................................ 25 ARTICLE IX ................................................................................................................................ 33
9.0 HOLIDAYS ........................................................................................................................ 33 ARTICLE X .................................................................................................................................. 36
10.0 VACATION ...................................................................................................................... 36 ARTICLE XI ................................................................................................................................ 40
11.0 OTHER LEAVES OF ABSENCE.................................................................................... 40 ARTICLE XII ............................................................................................................................... 47
12.0 EMPLOYEE INSURANCE ............................................................................................. 47 ARTICLE XIII .............................................................................................................................. 49
13.0 RETIREMENT ................................................................................................................. 49 ARTICLE XIV.............................................................................................................................. 53
14.0 ASSOCIATION LEAVE .................................................................................................. 53 ARTICLE XV ............................................................................................................................... 56
15.0 RESIDENCY .................................................................................................................... 56
City Council
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ii
ARTICLE XVI.............................................................................................................................. 57
16.0 DISCIPLINE ..................................................................................................................... 57 ARTICLE XVII ............................................................................................................................ 60
17.0 GRIEVANCE REVIEW PROCEDURE .......................................................................... 60 ARTICLE XVIII ........................................................................................................................... 62
18.0 DUES DEDUCTION AND INDEMNIFICATION ......................................................... 62 ARTICLE XIX.............................................................................................................................. 63
19.0 CITY RIGHTS .................................................................................................................. 63 ARTICLE XX ............................................................................................................................... 65
20.0 STRIKES AND WORK STOPPAGES ............................................................................ 65 ARTICLE XXI.............................................................................................................................. 66
21.0 LAYOFFS ......................................................................................................................... 66 ARTICLE XXII ............................................................................................................................ 67
22.0 SOLE AND ENTIRE AGREEMENT .............................................................................. 67 ARTICLE XXIII ........................................................................................................................... 68
23.0 WAIVER OF BARGAINING DURING THE TERM OF THIS MOU .......................... 68 ARTICLE XXIV ........................................................................................................................... 69
24.0 SEPARABILITY PROVISION ........................................................................................ 69 ARTICLE XXV ............................................................................................................................ 70
25.0 TERM OF MOU ............................................................................................................... 70 EXHIBIT A ................................................................................................................................... 73 MONTHLY WAGE RATE SCHEDULE ................................................................................ 73 EXHIBIT B ................................................................................................................................... 77 UNIFORM ALLOWANCE BY CLASSIFICATION .............................................................. 77 EXHIBIT C ................................................................................................................................... 78 HEALTH PLAN AGREEMENT ............................................................................................. 78
City Council
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6 6/18/2024
1 ARTICLE I
1.0 RECOGNITION
1.1 Pursuant to the provisions of the Meyers -Milias-Brown Act, Government Code Section 3500, et seq., the City of Santa Ana (hereinafter called the "City") has recognized the Santa Ana Police Officers Association (herein called the "Association" or “SAPOA” ) as the recognized representative of the bargaining unit which includes full-time police department employees in the sworn, "safety -member" classifications and full- time police department employees in the non-sworn, "miscellaneous-member" classifications listed in Exhibit A , as well as such classifications as may be added hereafter by resolution of the City Council.
All other classifications not specifically listed in Exhibit A or added to this Association via resolution to the City Council are excluded from representation by the Association.
City Council
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7 6/18/2024
2 ARTICLE II
2.0 NON-DISCRIMINATION CLAUSE
2.1 The City and Association agree that they shall not discriminate against any employee in violation of State or Federal law. The City and the Association shall meet and modify any provisions of this MOU that are inconsistent with the law.
City Council
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8 6/18/2024
3 ARTICLE III
3.0 ATTENDANCE, WORK PERIOD, WORK SCHEDULE & WORKDAY
3.1 Attendance. Employees covered by this MOU shall be in attendance at their work location during hours prescribed by the Police Chief or their designee(s) and shall not absent themselves during prescribed hours without approval of the Police Chief or their designee(s).
3.2 Definitions.
A. Standard Work Period. The Standard Work Period shall consist of a consecutive seven (7) day, one hundred sixty-eight (168) hour period.
B. Alternative Work Period-207(k) Exempt Employees. The Alternative Work Period shall apply to all members of the Association who are peace officers, correctional officers or correctional supervisors who are subject to the partial overtime exemption provided by the Fair Labor Standards Act (FLSA) pursuant to Section 207(k). The 207(k) employees’ Work Period shall consist of a consecutive twenty- eight (28) day, six hundred seventy-two (672) hour time period. In conformance with the FLSA, members who are peace officers, correctional officers, or correctional supervisors shall not be eligible for FLSA overtime, as defined under the FLSA for employees assigned to the Alternate Wor k Period until they have worked in excess of one hundred seventy -one (171) hours in the Alternate Work Period. Nothing in this section shall prevent a peace officer, correctional officer or correctional supervisor from earning overtime and being compensated for overtime based on the overtime provisions as stated in Article VIII of this MOU . All overtime shall be paid at one and one -half (1 1/2) times the regular rate of pay.
Regular Rate of Pay: Shall mean the base rate of pay and any Assignment and Other Special Pay Additives, Career Development Program Pay, Call -Back-Duty and Court Appearance pay as listed in Article V, VI and VIII.
C. Work Hours. Work hours are the regularly scheduled hours of work as determined by the Police Chief or their designee. A “day” is defined as any consecutive twenty- four (24) hour period.
D. Work Schedules. The Police Chief has established the following work schedules.
These schedules may be changed by the Police Chief based on operational need.
The City will negotiate over any impacts of schedule changes.
1. Standard Work Period Schedules.
a. 5/40 Work Schedule. Employees shall work five (5) eight (8) hour workdays per seven (7) consecutive day s, one hundred sixty -eight (168) hour Standard Work Period. Each workday shall consist of eight (8) hours of work and a thirty (30) minute unpaid meal period. 5/40 work schedules for employees may be an option if approved by their supervisor/manager.
City Council
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9 6/18/2024
4 b. 4/10 Work Schedule. Employees shall work four (4) ten ( 10) hour days per seven (7) consecutive days, one hundred sixty-eight (168) hour Standard Work Period. Each workday shall consist of ten (10) hours of work, and either a thirty (30) minute or one (1) hour unpaid meal period. The determination as to a thirty (30) minute or one (1) hour unpaid meal period shall be made by the Police Chief or their designee.
c. 9/80 Work Schedule. Employees shall work alternate weeks of four (4) consecutive workdays nine (9) consecutive hours each followed by five (5) consecutive workdays, four (4) of which consist of nine (9) consecutive hours each and one (1) day of eight (8) consecutive hours during each one hundred sixty -eight ( 168) hour Standard Work Period. Each nine (9) hour workday shall consist of nine (9) hours of work and either a thirty (30) minute or one (1) hour unpaid meal period. For employees who work a 9/80 work schedule, their FLSA work period shall begin exactly fou r (4) hours after the start time of their eight (8) hour workday. The eight (8) hour workday shall be divided by either a thirty (30) minute or one (1) hour unpaid meal period. The determination as to a thirty (30) minute or one (1) hour unpaid meal period shall be made by the Police Chief or their designee.
d. 12/40 Work Schedule. Employees shall work three (3) twelve (12) hour and thirty (30) minute workdays and one (1) four hour workday in each seven (7) consecutive day, one hundred sixty -eight (168) hour Standard Work Period. E ach workday shall consist of eleven (11) hours and thirty (30) minutes of work, and a one (1) hour meal period, thirty (30) minutes of which shall be paid and thirty ( 30) minutes of which shall be unpaid, for a total of tw elve (12) hours and thirty (30) minutes. The four (4) hour workday shall consist of four (4) hours of work. Employees who work this shift actually work an eight (8) hour shift where their FLSA work period shall end exactly four (4) hours after the start time of their shift. This way the second four (4) hours of the shift is worked in the next FLSA work period. This ensure that the employee is schedule to work forty (40) hours in each work period.
2. Alternate Work Period Schedules-207(k) Exempt Employe es.
a. 207(k) 3/12.5 Work Schedule – Patrol/Canine. Employees shall work thirteen (13) twelve (12) hour and thirty (30) minute workdays in each twenty eight (28) day FLSA Work Period . Of the thirteen (13) workdays, an employee assigned to this schedule shall be required to work one (1) twelve ( 12) hour and thirty (30) minute “payback” day each twenty -eight ( 28) day FLSA Work Period, scheduled or assigned pursuant to the Department’s work schedule
City Council
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10 6/18/2024
5 policy. Each workday shall consist of twelve (12) hours of work and a thirty (30) minute paid meal period. During each twenty-eight (28) day FLSA Work Period, employees shall work one hundred sixty - two and one half ( 162.5) hours. Upon completion of this work schedule, employees will earn an additional two (2) hours and thirty (30) minutes of vacation time , provided they do not take leave without pay during that Work Period. Employees assigned to this schedule are compensated for their meal periods. Consequently , if an employee is unable to take their meal period, or is interrupted during their meal period, they shall not receive further compensation.
b. 207(k) 7/12.5 Work Schedule - Detention. Employees shall work three (3) twelve ( 12) hour and thirty ( 30) minute workdays in one (1) seven (7) day period and four (4) twelve (12) hour and thirty (30) minute workdays in the next seven (7) day period, or alternatively, four (4) twelve (12) hour and thirty (30) minute workdays in the first seven (7) day period a nd three (3) twelve ( 12) hour and thirty (30) minute workdays in the following seven (7) day period. This cycle shall be repeated twice each twenty -eight ( 28) day FLSA Work Period. Each workday shall consist of eleven ( 11) hours and thirty (30) minutes of work and a one (1) hour meal period, thirty ( 30) minutes of which shall be paid and thirty (30) minutes of which shall be unpaid, for a total of twelve ( 12) hours and thirty ( 30) minutes.
During each twenty-eight (28) day FLSA Work Period, emp loyees assigned to the 207(k) 7/12.5 Work Schedule shall earn one (1) hour of vacation time if they do not take leave without pay during that Work Period. Correctional Officers will be compensated at the time and a half overtime rate for all time worked in excess of their regular work shift of twelve and one half ( 12.5) hours per workday. The overtime compensation will apply only to actual time worked beyond the regular shift.
c. 207(k) 4/10.5 Work Schedule -Detention Administration.
Employees shall work seven (7) ten (10) hour and thirty (30) minute workdays and one (1) ten (10) hour workday during each two (2) week period. This pattern will recur twice during the twenty -eight (28) day FLSA Work Period. Each ten ( 10) hour and thirty (30) minute workday shall consist of ten ( 10) hours and thirty ( 30) minutes of work and either a thirty ( 30) minute or one (1) hour unpaid meal period. The ten (10) hour workday shall consist of ten (10) hours of work and either a thirty (30) minute or one (1) hour unpaid meal period. The determination as to a thirty (30) minute or one (1) hour unpaid meal period shall be made by the Police Chief or their designee.
d. 207(k) 4/10 Work Schedule. Employees shall work sixteen (16) ten hour workdays in each twenty -eight (28) day FLSA Work Period.
City Council
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11 6/18/2024
6 Each workday shall consist of ten ( 10) hours of work and either a thirty ( 30) minute or one (1) hour unpaid meal period. The determination as to a thirty (30) minute or one (1) hour unpaid meal period shall be made by the Police Chief or their designee.
e. 207(k) 9/80 Work Schedule. Employees shall work five (5) nine (9) hour workdays in one (1) seven (7) day period and three (3) nine (9) hour workdays and one (1) eight (8) hour workday in the second seven (7) day period, or alternatively three (3) nine (9) hour workdays and one (1) eight (8) hour workday in the first seven (7) day span and five (5) nine (9) hour workdays in the second span.
This cycle shall be repeated twice each twenty-eight (28) day FLSA Work Period. Each nine (9) hour workday shall consist of nine (9) hours of work and either a thirty (30) minute or one (1) hour unpaid meal period. The eight (8) hour workday shall consist of eight (8) hours of work and either a thirty (30) minute or one (1) hour unpaid meal period. The determination as to a thirty (30) minute or one (1) hour unpaid meal period shall be made by the Police Chief or t heir designee.
f. 207(k) 9/81 Work Schedule. Employees shall work eighty-one (81) hours in a consecutive fourteen ( 14) day, three hundred thirty -six (336) hour period. This cycle shall be repeated twice each twenty - eight (28) day FLSA Work Period. Employees shall work five (5) nine (9) hour workdays in one (1) seven (7) day span and four (4) nine (9) hour workdays in the second seven (7) day span. Each nine (9) hour workday shall consist of nine (9) hours of work and either a thirty ( 30) minute or one (1) hour unpaid meal period. While assigned to the 9/81 schedule, an officer shall earn two (2) hours of overtime during each twenty -eight ( 28) day FLSA Work Period, unless they take leave without pay during the twenty-eight (28) day, six hundred seventy-two (672) hour period.
3.3 Meal Periods. Except for those employees assigned to Patrol, other employees who do not receive a paid meal period whose meal periods are interrupted by the performance of job related duties, will receive another full, uninterrupted meal period or will be compensated for their meal period at their overtime rate of pay at time and one -half (1.5) their regular rate of pay. For purposes of this section, “interrupted” shall mean a significant interruption of more than a few minutes (de minimis). For employees who receive a one (1) hour lunch period (half (0.5) of which is paid) overtime compensation shall apply only to the unpaid half (0.5) hour. Unless exigent circumstances exist beyond the Department’s control, employees assigned to Patrol shall be provided a thirty (30) minute paid meal period.
3.4 Detective Redeployment.
All employees assigned as detectives (investigators) shall work one (1) day per month in the patrol function of the Field Operations Bureau pursuant to a schedule as determined by the Chief of Police or their designee.
City Council
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7 Once each calendar year the Chief of Police shall conduct a review of the organization of the Police Department to determine whether positions and assignments currently in the Investigations Bureau represent a deployment of resources that best enables the department to provide police services to the city. Effective the first day of the month following City Council approval of this 2024- 2027 MOU, the Chief of Police on a monthly basis shall conduct a review of the organization of the Police Department to determine whether positions and assignments currently in the Investigations Bureau represents a deployment of resources that best enables the department to provide police services to the city.
The Chief of Police may, as a result of this review, remove positions and assignments from the Investigations Bureau and assign them, and the individuals who occupy them, to other bureaus or eliminate them and assign the individuals who occupy them to other positions and assignments in the department.
The annual review and any re-assignment made as a result of the review shall be completed, including the appeal thereof outlined below, sufficiently in advance of the annual patrol deployment sign-up to enable those who will be assigned to Patrol to make use of their seniority when choosing patrol shifts and days off.
Any employee who is informed that they will be removed from the Investigations Bureau and lose the Investigations assignment pay differential may appeal per Article 16 to the Chief of Police. This appeal constitutes the sole administrative appeal of the Chief’s decision, shall be conducted in an informal manner and the decision of the Chief shall be final.
3.5 Field Operations shifts and requests for time off shall be based on seniority in job classification and rank held within the employee’s assigned Bureau.
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8 ARTICLE IV
4.0 SALARIES
4.1 Basic Compensation Plan. There is hereby established a basic compensation plan for all members of the Association who are now employed or will in the future be employed in any of the designated classifications of employment listed in this MOU and its attachments.
4.2 Salary Schedule. The basic salary schedule, attached hereto as Exhibit “A” , and made a part hereof as though set forth in full herein, provides salary ranges, each comprised of five (5) steps or rates of pay.
The steps within each range are identified by the letters "A" through "E" inclusive, with the "A" step being the lowest step in the range. The purpose of each step and the length of service required for advancement to the next higher step within a particular salary range is summarized as follows:
Step A Normal beginning pay rate
Step B After 6 months’ service at Step “A” and the receipt of a “meets standards” performance evaluation. Also optional hiring rate Step C After 12 months’ service in next lower step and the receipt of a “meets standards” performance evaluation . Also maximum hiring rate.
Step D After 12 months’ service in next lower step and the receipt of a “meets standards” performance evaluation.
Step E After 12 months’ service in next lower step and the receipt of a “meets standards” performance evaluation.
After the salary of an employee has been first established, the employee shall be advanced from Step "A" to Step "B" or from Step "B" to Step "C" or from Step "C" to Step "D," or from Step "D" to Step "E," whichever is the next higher step to that on which the employee has been previously paid, effective the first day of the month following completion of the required length of service at each step. Employees shall be advanced from one step to the next effective the first day of the pay period following completion of the required length of service at each s tep. This assumes the employee has received at least a “meets standards” performance evaluation which is a condition of moving to the next step.
For employees who are not at top step who receive their performance evaluation after the first day of the month following their anniversary date, they shall move to the next step retroactive to the first day of the month following their anniversary date. For employees who are not at top step who receive their performance evaluation after the first day of the pay period following their anniversary date, they shall move to the next step retroactive to the first day of the pay period following their anniversary date.
If an employee who is not at top step receives an evaluation that is less than a “meets standards” evaluation, they will be re -evaluated three (3) months after their anniversary date. If they achieve a meets standards evaluation, they will then move to the next step on the first day of the following pay period. If they do not receive at least a “meets standards”
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9 evaluation, they will not move to the next step and need to wait until the following year for their next evaluation.
4.3 Salary Adjustments.
Effective the first full pay period following July 1, 2024, the base salary of employees covered by this MOU shall be increased by four percent (4.0%).
Effective the first full pay period following July 1, 2025, the base salary of employees covered by this MOU shall be increased by four percent (4.0%).
Effective the first full pay period following July 1, 2026, the base salary of employees covered by this MOU shall be increased by four percent (4.0%).
4.4 Longevity Pay.
Longevity pay, as presented in the table below, is calculated as the listed percentage of the employee’s base monthly salary step. Each of the service year levels are stackable.
Sworn Employees – longevity for employees in the classifications of Police Officer and Police Sergeant is defined as, total years of law enforcement service.
Non-Sworn Employees – longevity is defined as, total years of City service.
Employee
Type
Service
Years
Completed
Effective
January 1,
2024
Effective First Full
Pay Period
Following July 1,
2025
Effective First Full
Pay Period Following
July 1, 2026
Sworn
Employees 10 N/A 5% 5%
15 5% Additional 5% Additional 5%
20 Additional 5% Additional 5% Additional 5%
Non-Sworn
Employees 15 N/A 2.5% 5%
20 2.5% Additional 2.5% Additional 5%
4.5 Application of Basic Compensation Plan. The salary steps contained in Exhibit A are monthly salary rates. All officers and employees working in classifications of employment covered by this MOU shall be compensated at a monthly rate, except that an employee hired for temporary work in a position which has an anticipated duration of less than six (6) months shall be paid at a rate per hour for actual time spent in the performance of the duties of their employment. An employee’s base rate of pay, which is also known as their hourly rate of pay is computed by taking their monthly rate of pay and dividing it by one hundred seventy-three and thirty-three hundredths (173.33). In determining the hourly rate as herein provided, computation shall be made to the nearest whole cent and a computation resulting in exactly one-half cent or higher shall fix the rate at the next higher whole cent.
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10 4.6 Beginning Rates. A new employee of the City of Santa Ana shall be paid the rate shown as Step "A" in the salary range allocated to the class of employment for which they have been hired. In special instances where such new employee possesses unique and exceptional education, training and/or experience qualifications, the department head under whom the employee will serve, may submit a written request and justification to the City Manager for authorization to place such new employee on any other Step within the allocated salary range, provided that such employee shall be assigned such salary step upon the commencement of their service in the classification of employment to which the salary range applies and such assignment having once been made shall remain in effect until the employee shall be entitled to advance to the next salary step in accordance with the further provisions of this Article.
4.7 Service. The word "service" as used in this MOU shall be deemed to mean continuous, full-time service in the classification in which the employee is being considered for salary advancement, service in the higher classification or service in a classification allocated to the same salary range and having generally similar duties and requirements. Employees hired after the first (1st) working day of the month shall not be credited with "time -in- service" for that month when determining the length of service required for salary step advancement. A lapse of service by an employee for a period of time longer than thirty (30) calendar days by reason of resignation or discharge, shall serve to eliminate the accumulated length of service time of such employee for the purpose of this MOU and any such employee reentering the service of the City shall be considered as a new employee, except that they may be reappointed within one (1) year and may be placed in the same salary step in the appropriate salary range as they was at the time of termination of employment.
4.8 Promotional Salary Advancement. When an employee is promoted to a position in a higher classification from a position in a lower classification in the same occupational job family series, they shall be reassigned to Step "A" in the appropriate salary range for the higher classification; provided however, that if the base salary step currently being paid to the employee is already equal to or higher than said Step "A," they will be placed in the lowest step in the appropriate salary range as will grant th e employee an increase of at least one (1) salary step over their current base salary step including assignment pay s, shift differential and bilingual pay being paid at the time of promotion.
4.9 Demotion. When an employee is demoted to a position in a lower classification, their salary rate shall be fixed in the ap propriate salary range for the lower classification in accordance with the following provisions:
A. The salary rate shall be reduced by at least one (1) step.
B. The new salary rate must be within the appropriate salary range.
C. The new salary rate shall not be higher than the salary step to which the employee would have been entitled had their service time in the higher classification been spent in the lower classification.
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11 4.10 Reallocation of Salary Ranges. Any employee who is employed in a classification which is reallocated to a different salary range from that previously assigned shall be retained in the same salary step in the new salary range as they had previously held in the prior range and shall retain credit for length of service in such step towards advancement to the next higher step.
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12 ARTICLE V
5.0 ASSIGNMENT AND OTHER SPECIAL PAY ADDITIVES
5.1 Assignment Pay Differentials.
Assignment pay differentials, as listed herein and throughout the MOU, will, in each case, be added individually and separately to the employee’s base salary. In no event shall one (1) assignment pay differential be added to the employee ’s base salary as a basis for the calculation of an additional pay differential.
A. An employee in the class of Police Services Dispatcher who is continuously and regularly assigned to and actually performing in a lead supervisory and trainer capacity over an assigned shift of Police Services Dispatchers will be paid assignment pay equal to five percent (5.0%) of base pay. A leave of absence for an entire pay period will result in the employee not receiving the pay for being a lead.
B. Employees in the class of Forensic Specialist I, who are regularly and continuously assigned to and actually performing duties in a "lead” supervisory capacity over a primary functional unit of Forensic Specialist I employees, will be paid assignment pay equal to five percent (5.0%) of base pay.
C. An employee in the class of Police Officer who is continuously and regularly assigned to and actually performing duties of a Corporal will be paid at a rate of two and one half percent (2.5%) of base pay.
If a Corporal is assigned to lead a work unit without a Sergeant, they will be paid an additional two and one half percent ( 2.5%) of base pay . At the present time, Directed Patrols and Civic Center Patrol units are examples of such assignments.
D. An employee in the class of Correctional Officer who is continuously and regularly assigned to and actually performing duties of a Senior Correctional Officer will be paid two and one half percent (2.5%) of base pay.
E. The Police Chief at their discretion and based on the department's need may assign sworn officers to standby status for non-work days or other days as determined by the Police Chief. Officers thus assigned will be compensated at the rate of two (2) hours of straight time per day of standby duty. Officers assigned to standby status on non-work days will not lose their standby pay when called to duty, if they have been on call for at least six (6) hours when called. If officers on standby status are called to duty after having been on call for less than six (6) hours, they will be paid for their response to work, but not for their standby status. Employees on standby status shall provide the department with a telephone number at which they can be reached. The employee must be able to return to the department within the amount of time they would be able to return if traveling from home. An employee on standby/on-call shall remain fit for duty. Employees on standby are also subject to the requirements of the Department Procedure # 6003, which sets forth the guidelines for standby status.
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13 F. An employee who is continuously and regularly assigned as a Training Officer working in Field Operations, the Detention facility, as a Forensic Special ist II, or as the Training Coordinator will be paid two and one half percent ( 2.5%) of base pay.
G. An employee who is continuously and regularly assigned to and is performing duties of an Internal Affairs Officer will be paid two and one half percent ( 2.5%) of base pay.
H. An employee who is continuously and regularly assigned to perform training functions as a Parking Control Officer will be paid two and one half percent (2.5%) of base pay.
I. A Police Officer who is continuously and regularly assigned as a Canine Officer will be paid five percent ( 5%) of base pay . This pay shall be considered compensation for the care and feeding of the dog off-duty and is for the thirty (30) minutes of time each day for such purpose.
The City and the Association understand and agree that this additional compensation is intended to compensate canine officers for all off duty hours spent caring, grooming, feeding and otherwise maintaining their canine unit, in compliance with the FLSA.
The parties acknowledge that the FLSA, which governs the entitlement to compensation for canine duties, entitles the parties to agree to a reasonable number work hours for the performance of off duty canine duties. The work hours (thirty (30) minutes per day) derived at in this agreement were determined after an actual inquiry of the officers assigned in the canine assignment as addressed by Leever v.
City of Carson City , 360 F.3d 1014 (9
th Cir. 2004). It is the intent of the parties
through the provisions of this section to fully comply with the requirements of the FLSA. In addition, both parties believe that this section of the MOU does comply with the requirements of the FLSA.
J. A Police Officer or Police Sergeant who is continuously and regularly assigned to and actually performing duties of a Motor Officer assigned to the Traffic Division will be paid two and one half percent (2.5%) of base pay.
The City and the Association understand and agree that this additional compensation is intended to compensate Motor Officers for all off duty hours spent maintaining their Motor, in compliance with the FLSA.
K. An employee identified by the Police Department, who is continuously and regularly assigned to and actually perfo rming duties of a Detective/ Investigator assigned to the Investigations Division or Special Investigations Units as well as Police Investigative Specialist, Background Investigator, Collision Investigator, and Graffiti Task Force Investigator, will be paid two and one half percent (2.5%) of base pay.
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14 L. E mployees in the class of Correctional Officer or Correctional Supervisor, who are continuously and regularly assigned to either the 207(k) 7/12.5 Corrections Work Schedule, or the 4/10.5 Corrections Administration Work Schedule, shall be paid three percent ( 3%) of base pay . This assignment pay is compensation for the additional thirty ( 30) minutes work or briefing time each day. CalPERS has determined this pay additive does not qualify as special compensation under Title 2 CCR Section 571(a) and as such, is not reportable as final compensation when calculating retirement benefits.
M. Employees in the class of Firearms Examiner who are regularly and continuously assigned to and actually performing duties in a “lead” supervisory capacity over a primary functional unit, will be paid five percent (5.0%) of base pay.
N. Notwithstanding the specific provisions of Article V, Section 5.1, A – M, an employee who is regularly and continuously assigned to lead (“lead is defined in Lexipol Policy 1039) a functional unit which includes positions in the same or lower classifications as the incumbent, may be compensated for said duties upon mutual agreement of the City and POA and approval of the Police Chief and the Executive Director of Human Resources . This compensation (as defined in each of the subsections) shall be referred to as “lead pay.”
O. An employee in the class of Forensic Specialist I or Forensic Specialist II who is continuously and regularly assigned as a Tenprint – AFIS Technician will be paid two and one half percent (2.5%) of base pay.
P. An employee in the class of Forensic Specialist I or Forensic Specialist II who is continuously and regularly assigned as a Fingerprint Analyst will be paid two and one half percent (2.5%) of base pay. In no event shall an employee receive more than five percent (5%) of base pay more than their then current base monthly salary step for performing the duties of both the Tenprint – AFIS Technician and Fingerprint Analyst.
Q. A n employee in the class of Police Officer who is continuously and regularly assigned as a helicopter pilot and who possesses and maintains a valid Helicopter Pilot’s License will be paid five percent (5.0%) of base pay.
5.2 Shift Differential.
A. Non-Sworn Personnel. Each employee in the classes of Animal Service Officer I, Animal Service Officer II, Forensic Specialist I, Crime Research Analyst, Forensic Specialist II, Police Communications Supervisor, Police Investigative Specialist, Police Property & Evidence Specialist, Police Service Officer, Police Evidence and Supply Specialist, Police Services Dispatcher, Communications Services Officer, Correctional Officer, Correctional Supervisor and Parking Control Officer who is continuously and regularly assigned to a schedule of work which requires that they actually work a minimum of four and one -half (4 1/2) hours between the hours of
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15 5:00 P.M. and 7:00 A.M. will be paid a shift differential at a rate of five percent (5.0%) of base pay.
B. Each Sworn employee covered by this MOU who is continuously and regularly assigned to a schedule of work that requires that they actually work a minimum of four and one-half (4 ½) hours between the hours of 5:00 P.M. and 7:00 A.M. will be paid a shift differential at a rate of five percent (5.0%) of base pay.
5.3 Bilingual Pay. Qualified employees who meet the following criteria shall be paid a monthly pay differential, above their base monthly salary step, as follows:
A. Assignment by the Police Chief or their designee to a position requiring bilingual capability in both English and any other language and American Sign Language ; and
B. Certification by the Executive Director of Human Resources or designee as having satisfactorily demonstrated the required level of fluency in the second language.
Effective January 1, 2022, employees must recertify for this pay every three (3) years. Employees who were receiving this pay as of January 1, 2022 must recertify by January 1, 2025 to continue to receive this pay.
C. Sworn: Street Level Proficiency in Spanish. A Police Officer or Sergeant who successfully demonstrates the required level of bilingual fluency as determined by the Executive Director of Human Resources or designee shall be paid bilingual pay of equal to the product obtained by multiplying the Step “E” base salary rate of Police Officer by two and one half percent (2.5%) of base pay.
D. Sworn: Complex Level Proficiency in Designated Languages. A Police Officer or Police Sergeant who successfully demonstrates the required level of bilingual fluency as determined by the Executive Director of Human Resources or designee shall be paid a bilingual pay equal to the product obtained by multiplying t he Step “E” base salary rate of Police Officer by five percent (5%) of base pay.
E. Non-Sworn: Secondary Level Proficiency in Designated Languages. A non-sworn employee who is assigned to a position where it has been determined by the Police Chief that regular and frequent bilingual usage is necessary to the performance of duties, but not a major, essential, or integral element of the work and who successfully demonstrates the required level of bilingual fluency as determined by the Executive Director of Human Resources or designee shall be paid forty dollars ($40) per month. Effective the first full pay period following July 1, 2024, a non- sworn employee who successfully demonstrates the required level of bilingual fluency as determined by the Executive Director of Human Resources or designee shall be paid seventy-five dollars ($75) per month.
F. Non-Sworn: Primary Level Proficiency in Designated Languages . Assigned positions where it has been determined by the Police Chief that bilingual proficiency is essential to carry out duties and responsibilities of a critical and/or emergency nature without ready access to backup assistance, or positions where
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16 bilingual public contact is a major, essential, or integral element of the work being performed, will be designated as Primary Bilingual Assignments. A non-sworn employee assigned to such a position who successfully demonstrates the required level of bilingual fluency shall be paid one hundred seventy-five dollars ($175) per month. Effective the first full pay period following July 1, 2024, a non -sworn employee assigned to such a position who successfully demonstrates the required level of bilingual fluency shall be paid three hundred dollars ($300) per month.
5.4 All assignments to positions set forth in Sections 5.1, 5.2, 5.3 above of sworn and non- sworn personnel shall be made or revoked in a fair manner at the discretion of the Police Chief.
5.5 Temporary Upgrade Assignment Pay. The parties acknowledge that from time to time it may be necessary for the department to fill a temporarily vacant, full -time budgeted, higher-level position due to the temporary absence of the incumbent . The parties agree that such a position may be filled by an eligible unit member (this means an employee must meet the minimum qualifications for the higher-level position and shall be responsible for performing the full range of duties and responsibilities of the higher -level classification) for an initial period of up to six (6) months, and at the discretion of the Chief of Police, for an additional six (6) months; and that the employee assigned to fill such a position shall receive Temporary Upgrade Assignment Pay as set forth below:
A. Eligibility.
Full-time employees shall be assigned to fill a vacant, full-time budgeted, higher- level position, and shall receive Temporary Upgrade Assignment Pay for filling that position, when the occupier of that position is not performing the duties of that position for a period of two (2) consecutive calendar weeks or more. An employee filling a position under this section who is absent for two (2) days or less during the two (2) consecutive calendar week period will not lose their eligibility for Temporary Upgrade Assignment Pay; however, the days of absence shall not be counted in the computation of the two (2) week period.
In computing qualifying service or temporary upgrade assignment pay, only full days of actual duty shall be included. Partial days shall not be combined to make full days unless they are holiday hours. Holiday time off will be included in computing actual duty days.
Employees holding the position immediately subordinate to the vacant, full -time, budgeted, higher-level position to be filled shall be given first consideration to said position consistent with the operational needs of the department. When there is more than one (1) employee holding the position immediately subordinate to the vacant, full -time, budgeted, higher -level position to be filled, the most senior employee holding one (1) of the immediately subordinate positions shall be assigned to said position consistent with the operational needs of the department.
Non-permanent employees (probationary, part-time, seasonal, etc.) and employees performing work above their regular class in a training capacity shall not be
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17 assigned to a vacant, full-time, budgeted, higher-level position in accordance with this section unless specifically authorized by the City Manager.
B. Compensation.
1. After an employee has served two (2) consecutive calendar weeks in a vacant, full -time, budgeted, higher -level position, they shall be compensated at the Temporary Upgrade Assignment Pay rate for each full day that they are assigned to the higher-level position, retroactive to the first (1
st) day of said assignment.
2. An employee serving in a Temporary Upgrade Assignment will be paid within the pay range of the higher-level position. The employee will receive the higher of: 1) the minimum step of the higher -level position or; 2) five percent (5%) of base pay inclusive of assignment pays which the employee is receiving.
3. An employee assigned to a vacant, full-time budgeted, higher-level position not represented by this bargaining unit (e.g., a Sergeant temporarily assigned to act as a Lieutenant) will receive the Temporary Upgrade Pay described above, but will remain a member this bargaining unit.
4. An employee assigned to a vacant, full -time, budgeted, higher -level position will continue to be eligible for salary step increases in their regular position.
5.6 Correctional Officer Assignments
Correctional Officer shift assignments shall be made whenever shift change sign-ups occur and based on seniority in the classification of Correctional Officer. The assignment of Classification Officer is recognized as a special assignment. If the parties to this MOU mutually agree, additional special assignments for the classification of Correctional Officer (following the meet and confer process) can be created.
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18 ARTICLE VI
6.0 CAREER DEVELOPMENT PROGRAM
6.1 Definitions. For the purpose of clarifying the criteria for the Poli ce Career Development Program designations set forth in Sections 6.2 through 6.8 of this Article, the following definitions apply. It is the responsibility of the employee regardless of rank or classification, to notify the police department human resources of the completion of any Career Development Pay requirements and to provide the required proof of completion or eligibility. Any Career Development pay additive shall not commence until the department is notified by the employee of obtaining eligibility and all required proof of eligibility is received by the department.
A. Educational Units. One (1) completed "semester" unit in an academic course of instruction approved by the Police Chief and in an accredited college or university shall equal one ( 1) educational unit. One ( 1) "quarter" unit achieved in an educational institution as above shall equal two-thirds (2/3) of an educational unit. "Trimester" units or other standards of measurement used as a basis in awarding scholastic credits will be accorded the same evaluation and weight as provided by the respective accredited college or university. Only completed coursework credited with a letter grade "C" or better or a grade of "Pass" when evaluated by the "Pass/Fail" method will be accepted. If such ratings are not rendered for a specific course, then a certificate of successful completion must be submitted.
B. Training Units. Twenty (20) classroom hours or its equivalent of approved police training shall equal one unit.
Regular, periodic, on-the-job training programs shall not be considered as fulfilling this requirement. Neither shall the special training required for Crime Scene Investigators and Advanced Officers or other similar mandatory training (e.g., First Aid, C .P.R. Recertification, etc.) nor the basic introductory training or similar training given an employee during their probationary period be given credit for the awarding of training units.
1. When college credit is awarded for special training in police w ork, such units of credit may be counted for either training units or educational units as the officer may select.
2. Training units may be earned by the assignment to and performance of sworn police officer duties (other than uniformed field patrol work in Field Operations Division) with one ( 1) full and continuous month of such assignment equal to one ( 1) training unit. Credit for experience in assignments other than patrol work in Field Operations shall not be given, unless at least three (3) full and continuous months of such assignment have been completed. Not more than six (6) units of training through assignment to non-patrol duties may be earned in any one ( 1) year and not more than fifteen (15) such training units by assignment shall be used in me eting the
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19 criteria for the Police Career Development Program designations as set out in this Article.
C. The Senior Police Officer I-III and Senior Police Sergeant I-III provisions set forth in sections 6.3 – 6.8 below apply to sworn employees in the bargaining unit hired by the City of Santa Ana into a sworn position prior to January 1, 2014. The Career Development Pay provided for in section 6.10 below is for sworn members of the bargaining unit hired into a sworn position with the City of Santa Ana on or after January 1, 2014.
6.2 Crime Scene Investigator (C.S.I.). Any sworn, safety-member Police Officer who attains the following educational and experience requirements and the approval as set out below shall be paid two and one half percent (2.5%) of base pay. The criteria for such designation shall be as follows:
A. Completion (acquisition) of at least thirty (30) educational and/or training units.
B. Assignment to and actual performance of the duties and responsibilities of a C.S.I.
C. Completion of a special training course for Crime Scene Investigators as developed and administered by the Santa Ana Police Department or such alternative course as designated for such purpose by the Police Chief.
D. Approval of the Police Chief. The number of such designations as C.S.I. shall be no larger than the requirements of the department as determined by t he Police Chief.
6.3 Senior Police Officer I . Any sworn, safety -member Police Officer, regardless of duty assignment, who completes (acquires) at least sixty (60) educational/training units fulfills the requirements established in this section shall be designated as a Senior Police Officer I and shall, upon approval of the Police Chief, be paid seven and one half percent (7.5%) of base pay.
6.4 Senior Police Officer II . Any sworn, safety -member Police Officer , regardless of duty assignment, who completes (acquires) at least ninety (90) educational/training units; or possession of an Associate of Arts degree from an accredited college with an additional thirty (30) or more educational/training units shall be designated as a Senior Police Officer II and shall, upon approval of the Police Chief, be paid twelve and one half percent (12.5%) of base pay.
6.5 Senior Police Officer III . Any sworn, safety -member Police Officer, regardless of duty assignment, who completes (acquires) at least one hundred and twenty (120) educational/training units; or possession of an Associate of Arts degree from an accredited college with an additional sixty (60) or more educational/training units shall, upon approval of the Police Chief , be designated as a Senior Police Off icer III and shall be paid fifteen percent (15%) of base pay.
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20 6.6 Senior Police Sergeant I. Any officer holding the rank of Police Sergeant in the Santa Ana Police Department, regardless of duty assignment, who completes (acquires) at least sixty (60) educational/training units; shall be designated as a Senior Police Sergeant I and shall, upon approval of the Police Chief, be paid seven and one half percent (7.5%) of base pay.
6.7 Senior Police Sergeant II . Any officer holding the rank of Police Sergeant in the Santa Ana Police Department, regardless of duty assignment, who completes (acquires) at least ninety (90) educational/training units; or possession of an Associate of Arts degree from an accredited college with an additional thirty (30) or more educational/training units shall, upon approval of the Police Chief, be designated as a Senior Police Sergeant II and shall be paid twelve and one half percent (12.5%) of base pay.
6.8 Senior Police Sergeant III . Any officer holding the rank of Police Sergeant in the Santa Ana Police Department, regardless of duty assignment, who completes (acquires) at least one hundred and twenty (120) educational/training units; or possession of an Associate of Arts degree from an accredited college with an additional sixty (60) or more educational/training units shall, upon approval of the Police Chief, be designated as a Senior Police Sergeant III and shall be paid fifteen percent (15%) of base pay.
6.9 Career Development Program - Non-Sworn. An incumbent in one of the classes designated as “non-sworn” covered by this MOU shall earn an additional amount as follows:
A. Upon attainment of an Associate in Arts Degree, employee will be paid at a rate of five percent (5%) above their then current base monthly salary step. For employees hired after July 1, 2017, the pay in this paragraph shall only apply to employees in classifications which do not require a degree.
B. Upon attainment of a Bachelor of Arts or Science Degree, an employee will be paid seven and one half percent (7.5%) of base pay above their then current base monthly salary step. If the employee obtains a Bachelor’s Degree without attaining an Associate in Arts Degree, they will be paid five percent ( 5%) of base pay. For employees hired after July 1, 2017, the pay in this paragraph shall only apply to employees in classifications which do not require a degree for any employee hired after July 1, 2017.
C. Upon attainment of a Masters in Arts Degree, an employee will be paid ten percent (10%) of base pay. This pay is not stacked with the pay in paragraphs A and B above. For employees hired after July 1, 2017, the pay in this paragraph shall only apply employees in classifications which do not require a degree.
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21 6.10 Career Development Pay-Sworn
Sworn employees hired on or after January 1, 2014 shall be eligible to receive Career Development Pay as follows:
A. Level One - Upon attainment of an Associate in Arts Degree employees will be paid five percent (5%) of base pay.
B. Level Two - Upon attainment of an Associate in Arts Degree and an additional thirty (30) educational units toward a declared Bachelor’s degree, employees will be paid five percent (5%) of base pay for a total of ten percent (10%) of base pay. If such employee obtains a Bachelor's Degree without attaining an Associate in Arts Degree, they will be paid ten percent (10%) of base pay.
C. Level Three - Upon attainment of a Bachelor of Arts or Science Degree employees will be paid five percent ( 5%) of base pay for a total of fifteen percent ( 15%) of base pay.
6.11 Advanced POST Certificate. S worn employees who obtain and possess an Advanced POST Certificate will be paid two percent (2%) of base pay. The Advanced POST Certificate pay will be provided effective the first pay period after the date it is issued but not earlier than the first full pay period following City Council approval of this MOU.
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22 ARTICLE VII
7.0 TRAINING AND EDUCATIONAL ASSISTANCE PROGRAM
7.1 Purpose.
A. To encourage the employees of the City of Santa Ana to take college courses and special training courses , which will better enable them to perform their present duties and prepare them for increased responsibilities.
B. To provide financial assistance to eligible employees for education and training.
C. To establish eligibility requirements, conditions and procedures whereby such assistance may be provided.
7.2 Eligibility.
A. Applications for tuition reimbursement will be considered only from full -time, permanent City employees who have completed probation.
B. Reimbursement is not authorized for courses for which the employee is receiving financial assistance from other sources such as G.I. Bill, scholarships, etc.
C. Applications will be approved only for cour ses directly related to the employee's job or directly related to a promotional position in the employee's occupational specialty.
D. Courses not ostensibly related to the employee's job, but which are required to qualify for a degree that is directly related to their job may be reimbursable only after all required occupationally related courses have been completed.
E. Prior to receiving tuition reimbursement, employees must submit documentary proof of having received a grade of not less than "C" for the course. If objective ratings are not rendered for a specific course, then a certificate of successful completion must be submitted.
F. Approval will be limited to courses given by accredited colleges and universities, city colleges or adult education courses under the sponsorship of the various Boards of Education. Workshops, seminars, conferences and similar activities not identifiable as a formal course of instruction within the curriculum of a recognized educational institution, do not fall within th e purview of this program but may be authorized and funded by the interested department without coordination with the Human Resources Department.
G. When an employee is required by the Police Chief to attend a particular course or seminar, the expense shall be borne entirely by the City.
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23 H. For specifics regarding this Article, please refer to Santa Ana Police Department Training Bulletin 02 -07 - Scheduling of Training Days and Travel Time Compensation.
7.3 Reimbursement.
A. Reimbursement will be base d on the cost of tuition or registration fees and all required texts, eBooks and related material for each course. Additional expenses such as meals and parking fees are not reimbursable.
B. Costs for required texts and eBooks are eligible for one hundred percent (100%) reimbursement subject to the following conditions:
1. For textbooks: a duplicate of the required text book(s) was unavailable for loan from the departmental libraries prior to the commencement of coursework;
2. For textbooks: any textbook(s) purchased by the City shall be submitted to the employee's respective departmental library in order that such text(s) may be made available to all employees.
C. Tuition or registration costs of one hundred dollars ($100.00) or less are eligible for one hundred percent (100%) reimbursement. Tuition costs in excess of one hundred dollars ($100.00) are eligible for seventy -five percent (75%) reimbursement.
Maximum tuition reimbursement per semester is five hundred dollars ($500.00) with a ma ximum of one thousand five hundred dollars ( $1,500) a year. NOTE:
Summer and winter sessions shall be counted as separate "semesters" for purposes of the program.
D. Employees shall be limited, for purposes of tuition reimbursement, to a maximum of two (2) collegiate level courses of not more than a total number of units which is equivalent to six (6) "semester" units per semester. One ( 1) "quarter" unit shall equal two-thirds (2/3) of one (1) "semester" unit.
7.4 Procedures.
A. An employee who desires to seek tuition reimbursement under the provisions of this Article must complete an Application for Training and Educational Assistance form and submit it to the Police Chief.
B. The Police Chief will recommend approval or disapproval and forward the application to the Human Resources Department. It is advisable that the applicant accomplish the procedures so far described prior to the inception of the course or disbursement of personal funds in order to ascertain the eligibility of the intended course of instruction for reimbursement under the provisions of this policy.
C. Within three (3) months after they have completed the course and received their final grade, the employee must include official verification of their final grade with
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24 appropriate receipts for tuition and textbook costs to the Human Resources Department. These will be returned to the employee upon request. Applications not submitted to the Human Resources Department within three (3) months following completion of the course become void.
D. Upon receipt of the required documentation, the Human Resources Department will determine whether the completed course of instruction is compatible with the provisions of Sections 2 and 3 of this Article. If found to be compatible, the Human Resources Department will compute the amount of reimbursement, authenticate the application, and forward it to the Police Chief.
E. The Police Chief will then authorize the Finance and Management Services Department to reimburse the employee the approved amount out of the budget of the Police Department.
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25 ARTICLE VIII
8.0 OVERTIME
8.1 General Policy for Overtime Work . Whenever it shall be determined to be in the public interest for employees to perform overtime work, or in an emergency situation, the City Manager, the Police Chief, or an authorized representative of the City Manager or Police Chief, may require an employee to perform overtime work.
8.2 Definition.
A. Standard Work Period Overtime. Overtime for those employees assigned to the Standard Work Period shall be authorized or required time worked in excess of those hours assigned to their particular Standard Work Period Schedule workday or hours in excess of forty (40) hours per Work Period. However, subject to Article
8.3 below, if an employee uses sick leave or personal necessity leave as provided for in this MOU in the same Standard Work Period in which they works hours in addition to their regular hours, the sick leave and/or personal necessity leave shall not count as work hours which shall mean that the additional hours worked shall be paid at straight time if they are less than or equal to the number of sick leave or personal necessity leave hours used in the Standard Work Period. The use of such leave hours shall not affect overtime earned in accordance with Article 8.14 of this MOU.
B. Alternative Work Period Overtime. Pursuant to this MOU, employees assigned to the Alternate Work Period (the twenty -eight ( 28) day FLSA work period per Section 7(k) of the FLSA) shall earn overtime for authorized or required time worked in excess of those hours assigned to their particular Alternative Work Period Schedule workday or hours in excess of t heir Alternative Work Period Schedule hours in a consecutive twenty -eight (28) day, six hundred seventy -two (672) hour period. However, subject to Article 8.3 below, if an employee uses sick leave or personal necessity leave as provided for in this MOU in the same Alternative Work Period in which they works hours in addition to their regular hours, the sick leave and/or personal necessity leave shall not count as work hours which shall mean that the additional hours worked shall be paid at straight time if they are less than or equal to the number of sick leave or personal necessity l eave hours used in the Alternative Work Period. The use of such leave hours shall not affect overtime earned in accordance with Article 8.14 of this MOU.
8.3 Computation of a Workday and Work Period. Paid leave for holidays, vacation, and other time off with pay (including approved workers’ compensation leave), except for sick leave and personal necessity , shall be credited towards the total time worked in computing a regular workday, and/or a work period, as defined herein. Sick leave and personal necessity shall not count as hours worked towards the total time worked in computing a regular workday and/or a work period.
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26 Unit members shall record hours worked in one-tenth (1/10) of an hour increments of time.
This is illustrated by the following:
0-3 Minutes – No additional time should be recorded
4-9 Minutes = .1 of an hour
10-15 Minutes = .2 of an hour
16-21 Minutes = .3 of an hour
22-27 Minutes = .4 of an hour
28-33 Minutes = .5 of an hour
34-39 Minutes = .6 of an hour
40-45 Minutes = .7 of an hour
46-51 Minutes = .8 of an hour
52-57 Minutes = .9 of an hour
58-60 Minutes = 1.0 full hour
For example, if an employee whose work schedule is 7:30 a.m. to 5:30 p.m. works until 5:48 p.m. they would record 9.3 hours for the day.
Leave without pay shall not be credited towards the total time worked in computing a regular workday, and/or a work period, as defined herein.
8.4 Compensation for Overtime.
A. The preferable method by which overtime shall be compensated is by monetary payment, at one and one-half (1 1/2) times the employee's regular rate of pay.
B. Should the Police Chief determine that the best interests of the City will be served thereby, their designee may permit an employee to be compensated for overtime work by earning compensatory time off at the rate of one and one-half (1 1/2) hours for each hour of overtime worked. This time, hereinafter identified as “comp time” shall be accrued as set forth below.
C. There are two (2) Comp Time banks. The first bank is the Non-FLSA Comp-Time Bank established under the 2013-2015 MOU. Those employees hired after July 1, 2015 or those employees with less than one hundred (100) hours of Comp-Time at the time the banks were created will not have a Non-FLSA Comp-Time Bank. The second bank is the FLSA Comp-Time Bank.
1. The Non-FLSA Comp Time Bank can never have hours added to it. The hours in that bank can only be used as leave time and when using such leave will not cause the City to have to pay another employee overtime to fill behind the employee using the leave. The comp time in this bank cannot be cashed out during employment, only at the time the employee leaves City employment. If an employee uses the comp time in this bank during employment and exhausts the entire accrual in this bank, the employee’s Non-FLSA Comp Time Bank will be closed as no additional hours may accrue into this bank.
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27 2. The FLSA Comp Time Bank has a maximum accrual of one-hundred (100) hours. An employee who has one hundred (100) hours in this bank will earn overtime paid at time and one -half the employee’s regular rate of pay for overtime earned in accordance with this MOU and the FLSA. An employee who works overtime and who has less than one hundred (100) hours in their FLSA Comp Time Bank may be able to accrue hours (at the rate of one and one half (1.5) hours for each hour of overtime worked) in accordance with subdivision (B) above.
By December 15 of each year, employees may make an irrevocable election to cash out up to e ighty (80) hours of FLSA Comp Time w hich they may earn in the following calendar year. In the following year, the emplo yee can receive the cash for FLSA Comp Time they irrevocably elected to cash out in either two (2) separate increments of up to forty (40) hours or one (1) increment of eighty (80) hours.
The employee would be paid one half of what they irrevocably elected to cash out hours on both the second pay day in July and the first pay day i n December (assuming they have earned it) or the employee can elect to be paid their full amount they elected to cash out on the first pay day in December. However, if the employee’s FLSA Comp Time balance is less than the amount the employee elected to cash out (in the prior calendar year) the employee will r eceive cash for the amount of FLSA Comp Time the employee has earned at the time of the cash out.
D. Use of Comp Time from the FLSA Comp Time Bank.
1. When an employee submits a request for time off using accrued compensatory time, and that employee has found a qualified replacement, the time off request will be granted. A qualified replacement means that the replacement officer or employee is able to fulfill the requirements of the position to which the requesting officer is assigned.
a. Compensatory time off requests made for consideration during the monthly scheduling meetings will be treated as any other time off and granted only on the basis of seniority.
b. Pursuant to the 3-12 Operating Rules, officers may trade work days with other officers within the twenty -eight ( 28) day deployment period. Any trades must be approved by the affected Commanders and the Field Operations Bureau Commander.
2. When an employee submits a request to take time off using accrued compensatory time and the officer deploym ent is above minimum staffing for the day requested, then the request will be granted without further conditions. However, if the number of officers scheduled to work on the day(s) of the request is at or below minimum staffing as defined by the department, the compensatory time off request will be granted only if a
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28 qualified replacement has volunteered and committed to work the assignment left open by the request for time off. The volunteer may exchange days off with the requesting employee within the tw enty-eight (28) day deployment period, whichever applies, or may elect to receive overtime compensation.
3. Requests for use of compensatory time off during holidays as defined by this MOU, must be submitted in time to be considered during the monthly scheduling meeting held by bureau and division commanders for the upcoming month. These requests will be considered by seniority and will be granted only if officer deployment is above minimum staffing.
Compensatory time off requested during a City -designated holiday will be treated as any other time off request and will be granted in order of seniority as long as minimum staffing levels are met. The replacement policy in Section 8.4(D)(4) below will not apply to compensatory time off requests submitted for consideration during monthly scheduling meetings.
4. Although it is always preferable for the employee to find a qualified replacement when requesting the use of compensatory time off, if provided sufficient notice of a request for time off, the department will work with employees to find a qualified replacement. Sufficient notice and reasonable period will be defined as follows:
a. Seventy-two (72) hours’ notice for one (1) day or less of time off requested.
b. Five (5) calendar days’ notice for more than one (1) workday up to one (1) workweek.
c. Fourteen (14) calendar days’ notice for more than one (1) week compensatory time off request.
5. If an employee has provided sufficient notice to use compensatory time off, the department will work with the employee to find a qualified replacement in the following manner:
a. The watch commander will maintain a calendar of time off that has been requested in accordance with the guidelines listed above.
Qualified employees will be allowed to volunteer to work these shifts.
b. If an employee volunteers and signs up to work for another employee who has requested compensatory time off, that
volunteering employee will be held responsible for working that full shift without further reminder. Employees who do not show up to work, or retract their offer to replace another officer, may be subject to disciplinary action and may not be permitted to volunteer to work in this manner in the future.
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29 6. The watch commander shall send out an e -mail message to all officers requesting a volunteer to cover the shift by switching days off or working on overtime.
7. When a compensatory time off request is made in a manner that does not comply with this policy, and granting that request would unduly disrupt the operations of the department, the department may deny that request.
8.5 Incremental Usage. Compensatory t ime off may be taken in increments as small as one - half (1/2) hour.
8.6 No Effect on Other Benefits. O vertime is not pensionable, employees do not earn additional leave accruals and it does not count toward the completion of the probationary period or progression to the next salary step.
8.7 Overtime Work to be Apportioned. To the extent that they are reasonably able to do so, the Police Chief shall arrange work programs to minimize overtime work; necessary overtime work shall be apportioned among employees of like classification and assignment.
8.8 Advance Compensation for Overtime. Compensatory t ime off earned within a pay period cannot be used within the same pay period.
8.9 Compensation for Overtime: Overtime pay or comp time shall be allowed an employee for attendance at conventions, conferences, seminars or the like, as long as prior authorization is received. Overtime pay or comp time pay shall be permitted only for attendance which is ordered on such employee’s normal days off or for time beyond a normal workday’s duration. Please refer to Santa Ana Police Department Training Bulletin 02-07 for details.
8.10 Call-Back and On-Call.
A. Employees who are on call during their off-duty time due to their assignment (i.e., Homicide Investigators, Internal Affairs Sergeants, Crimes Against Persons Sergeants, etc.) and are called back to work will be paid for their travel time at the overtime rate from the time they leave their home until the time they return home, or until their regularly scheduled shift begins. Only that period of time devoted to work will be compensated. If employees are not home when they are called back to duty, they will receive their normal home to work travel time or if closer to City than their home, travel to that location and back.
1. Employees who are on-call are subject to the following:
Employees are required to promptly return to work after being called and be fit for duty and able to respond. Employees on call are not permitted to drink alcohol or use any substance that will affect their ability to retur n to work.
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30 Being on call does not constitute hours worked since employees are off -duty and permitted to engage in personal pursuits.
Employees are required to respond to a phone call as quickly as possible. Upon responding, the employee will be instructed as to whether they are required to return to work (it is possible that the issue could be resolved by talking to the employee on the phone or using a computer to resolve the issue) and if so, will be informed of the location to which they must respond. Response time will generally be the employee’s normal commute time and any additional minimal time necessary to get ready to return to work.
B. Employees who are ordered back to work while off- duty because of an emergency or other unforeseen event will be paid for travel time at the overtime rate from the time they leave their home until they return home, or until their regularly scheduled shift begins. Only that period of time devoted to work will be compensated.
C. Employees who are called at home and offered voluntary overtime work, and elect to accept the offer, will not be compensated for travel time in any manner.
Similarly, employees who sign up for voluntary overtime, or who have advance notice that they will have to work during their off -duty time on an overtime basis, will not be compensated for travel time.
8.11 Accrued Compensatory Time Off Paid Upon Promotions or Upon Separation. Upon an employee's appointment to a position in which overtime may not be earned or upon an employee's separation from employment with the City they shall be compensated for accrued compensatory time on the next payday.
8.12 Court Appearance. Compensation for court appearance shall be as follows:
A. For each required court appearance made by an employee during their off-duty time regarding City business, employees shall be paid overtime for the period of time from their arrival at court until they a re released from court or the court session closes for that day. However, in no case, shall an employee receive less than two (2) hours overtime for a court appearance. If court appearances are made both in the morning and afternoon of a particular day, the employee shall receive a minimum of two (2) hours overtime for each session attended. Employees who appear in court in the morning and are required to stay until through the court’s meal break into the afternoon session will be considered to be in paid status during the court’s meal break.
The employee must provide a copy of the subpoena requiring their attendance to initiate payroll procedures.
B. A subpoenaed employee scheduled to appear in court on City business during off - duty time may be plac ed on on-call status by the Police Chief or their authorized representative if the employee can respond to the court, if called, within sixty ( 60) minutes of the employee’s notification. In the event such off -duty employee is on on-call status during any court session and is not required to appear in court, such
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31 employees shall be compensated two (2) hours a t straight time, for each court session. Such employee may elect, in lieu of paid time, to earn two (2) hours of comp time off for standby time and not appearing in court, with the approval of the Police Chief.
C. Employees assigned to the 3/12.5-7/12.5, or 3/12-4/12 Work Schedule who appear in court during their regularly scheduled workweek, and who, as a result , do not receive adequate rest (because of the hours of the day they work) , will be allowed to flex their scheduled shift start time up to four (4) hours, with the approval of the employee's immediate supervisor and watch commander, or immediate supervisor and section commander. Alternatively, the employee may be allowed to use up to four (4) hours from their "Comp Time Banks" at the beginning of their scheduled shift to ensure adequate rest.
1. An employee whose work shift ends or starts within thirty (30) minutes of a mandatory court appearance shall be compensated for those thirty (30) minutes at an overtime rate.
2. Employees assigned to a Watch 3 (6:00 p.m. to 6:30 a.m.) who are required to appear in court following the end of their shift will have the option of remaining on duty or ending their shift. Employees that continue active duty will be compensated at time and one -half while on duty. Employees that end their shift will be unpaid prior to their court appearance.
D. Employees who are on call for court during off -duty time, and who are called to testify, will be paid at the overtime rate of time and a half of their regular hourly rate, to include actual travel time from their home to court and back, or until their regularly scheduled shift begins. Travel time will be limited to a maximum of one (1) hour each way. Only that period of time devoted to work will be compensated.
Time spent on personal pursuits or other non- work related activity will not be compensated.
E. Those employees who have advance notice of their required appearance in court, have arranged an appearance time with the District Attorney ’s Office, or who otherwise have advance notice of mandatory court appearances, will not be compensated for travel time in any manner.
F. Employees who appear in court during off-duty hours may elect to start their normal work shift early as specified herein.
G. A subpoenaed employee scheduled to appear in court on City business during off - duty time and placed on-call by the Police Chief or their authorized representative will be compensated two (2) hours a t straight time if they are not advised of the cancellation of their appearance within five (5) Court business days of said appearance.
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32 8.13 Creation of Association Comp Time Bank .
A. Any member of the Association who works overtime, or has accrued but unused holidays, can designate that they will contribute the value of such time to a bank for use by members of the Association for the purposes and subject to the restrictions provided herein.
B. Any member of the Association may receive time off for the welfare of officers, community service and any lawful activity of the Association with pay drawn from the bank described in Subsection A of this Section, provided that said employee first gains approval for said use by the executive board of the Association in the manner specified by its rules as adopted from time to time, and subject to the approval or disapproval of the Police Chief consistent with the operational needs of the Police Department.
C. No withdrawal or use of such bank may be made by or on behalf of an employee ordered to take time off without pay for discipline imposed by the Police Chief or their designee.
D. The City agrees to provide the SAPOA with a quarterly accounting (at the end of March, June, September and December) of all Association Comp Time accrued and used.
8.14 C ompensation of Voluntary Contract Overtime . Exclusive of other provisions of this Article, except Section 8. 6 (No Effect on Other Benefits), Police Officers and Police Sergeants who voluntarily agree to perform contract security services at games, parades , dances and similar public events for a separate and independent employer shall be compensated at the rate of one and one -half (1 1/2) times the employee's regular rate of pay. However, the hours worked do not constitute hours worked under the FLSA.
The Police Chief shall determine how many off -duty police officers should serve as security officers at each event. Police Officers and Sergeants represented by the Association shall be given first opportunity to volunteer for such off-duty assignments. If, after a reasonable period of time, an insufficient number of police officers have volunteered to work such assignments, the Police Chief may offer the remaining "openings" to any person(s) they deem capable of performing the work at whatever straight-time pay rate the City considers to be appropriate.
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33 ARTICLE IX
9.0 HOLIDAYS
9.1 Legal holidays observed by full -time permanent and probationary employees covered by this MOU are as follows:
• January 1- New Year's Day.
• Third (3rd) Monday in January - Martin Luther King Jr.'s Birthday.
• Third (3rd) Monday in February - Presidents’ Day.
• March 31 – Cesar Chavez Day (effective the first holiday after City Council approval of this 2024-2027 MOU).
• Last Monday in May - Memorial Day.
• July 4 - Independence Day.
• First (1st) Monday in September - Labor Day.
• November 11 - Veteran's Day.
• Fourth (4th) Thursday in November - Thanksgiving Day.
• The Friday immediately following Thanksgiving Day.
• December 25 - Christmas Day.
• Last working day before Christmas Day, unle ss Christmas falls on a Thursday, in which instance, the day following Christmas Day shall be observed in lieu thereof.
• One (1) Floating Holiday - Any workday selected by the employee with prior permission of the employee's supervisor.
• Every day proclaimed by the Mayor of the City as a holiday for City employees.
Any holiday which falls on a Sunday will be observed on the following Monday. Any holiday, which falls on a Saturday, will be observed on the Friday preceding the Holiday.
9.2 Employees shall receive ninety-six (96) holiday hours each year (twelve (12) eight (8) hour holidays – which includes the floating holiday) in lieu of the holidays specified in Section
9.1. However, the floating holiday in Section 9.1 shall be donated back to the City to pay for the Association President’s Leave per Section 14.3.
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34 Effective January 1, 2025, employees shall receive one hundred and four (104) holiday hours each year (thirteen (13) eight (8) hour holidays). These amounts include the floating holiday on the li st in Section 9.1. However, the floating holiday plus four (4) additional holiday hours (for a total of twelve (12) hours)
shall be donated back to the City to pay for
the Association President’s Leave per Section 14.3.
For each of the holidays, employees have the following two (2) options:
A. Option 1 - Employees can use their holiday hours (eighty-eight (88) hours in 2024, which is increased to ninety two (92) hours effective January 1, 2025) during the calendar year by scheduling it as time off. If this option is chosen, the following provisions apply:
1. The employee will not be cashed out for any of the eighty-eight (88) holiday hours which is increased to ninety-two (92) hours effective January 1, 2025 at the end of the year if any of the hours are not used.
2. If an employee leaves City employment during the year and has not used all of the holiday hours earned during the year at the date of separation the remaining holiday hours earned to date will be paid to the employee on their final check. This pay w ill not be reported to CalPERS as Special Compensation.
3. If an employee leaves City employment during the year and has used more holiday hours in the calendar year than they have earned as of that date, they must pay the City the cash value for such used but unearned holiday time off benefits prior to or at the time of separation.
4. Employees can use holiday leave in increments as small as one -half (1/2) hour with fractional usage rounded upward to the next higher multiple of one-half (1/2) hour.
B. Option 2 – Employees may make an irrevocable election to receive holiday pay in lieu (paid at the regular rate of pay at straight time) of time off for the holiday. If this option is chosen, employees must submit their irrevocable election by December 15 of each calendar year to the Police Department Human Resources Division who will then forward it to City Payroll.
Employees will receive eight (8) hours and effective January 1, 2025, seven and two thirds (7.67) hours of holiday pay in lieu for each holiday. The employee will receive the pay on the payday following when each of the twelve (12) holidays occur. If this option is chosen, the parties agree that to the extent permitted by law,
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35 this holiday pay in lieu is special compensation and shall be reported to CalPERS pursuant to Title 2 CCR, Section 571(a)(5) and 571.1(b)(4) Holiday Pay.
An employee who does not irrevocably elect O ption 2 by December 15 of the previous calendar year will receive holidays per Option 1.
9.3 All employees must actually work at least one (1) day preceding the day a holiday listed in Section 9.1, actually occurs in order to receive credit for such holiday. The employee will then be credited with all remaining holidays in the year occurring after the appointment.
An employee separating from the service of the City must actually work at least one (1) day following the day a holiday listed in Section 9.1, actually occurs in order to receive credit for that holiday.
A newly appointed employee must complete six (6) months of continuous, full-time service in order to receive credit for the Floating Holiday listed in Section 9.1 above.
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36 ARTICLE X
10.0 VACATION
10.1 Purpose. It is the policy of the City to grant employees vacation leave in order to provide them with a break in their regular work schedule, and this purpose will be used as a guide in the administration of the provisions of this Article.
10.2 Vacation.
A. Members shall accrue vacation with pay on a monthly basis as set forth in the following table.
Beginning
Years
Annual
Vacation
Accrued
Monthly
Accrual
Rate
1 80 6.67
2 80 6.67
3 120 10.00
4 120 10.00
5 120 10.00
6 124 10.33
7 128 10.67
8 132 11.00
9 136 11.33
10 140 11.67
11 144 12.00
12 148 12.33
13 152 12.67
14 156 13.00
15 160 13.33
16 168 14.00
17 176 14.67
18 184 15.33
19 192 16.00
20 or more 200 16.67
B. An employee who has completed less than one (1) year's service during the calendar year shall receive a proportionate fraction in accordance with the amount of service to their credit during the year; provided, however, no employee shall be entitled to use any vacation until they has completed six (6) months of continuous service.
C. On or after the first (1st) day of the month following completion of six (6) months of continuous full -time service, an employee may be allowed to take all or a proportionate fraction of their earned vacation, subject to scheduling approval of the employee's supervisor.
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37 D. Absence on sick leave for a period in excess of fifteen (15) consecutive calendar days shall not be considered as service for vacation accrual purposes.
E. Computation of Vacation.
1. If a holiday listed in Article 9 occurs during an employee’s vacation, vacation hours will not be deducted. For employees who choose to earn holiday in lieu pay, they are already being paid for the holiday. If an employee qualifies for sick leave while on vacation , the time will be deducted from sick leave, not vacation.
2. With the exception of military leave, a n employee who has a break in service of one (1) year or less will continue to accrue vacation per Section
10.2(A). If an employee has a break in service of one (1) year or more, they shall be considered a first year employee for purposes of accruing vacation.
F. Vacation Buy -Back. By December 15 of each year, employees may make an irrevocable election to cash out up to sixty (60) hours (one hundred twenty ( 120) hours if they used eighty ( 80) hours in the calendar year they are making the election) of vacation which they can accrue per year which will be earned in the following calendar year at the employee’s base rate of pay. In the following year, the employee can receive the cash for the vacation they irrevocably elected to cash out in either two (2) separate increments of up to thirty (30) hours (sixty (60) hours if they if they used eighty ( 80) hours in the calendar year they are making the election) hours or one (1) increment of up sixty (60) hours (one hundred twenty (120) hours if they if they used eighty ( 80) hours in the calendar year they are making the election) they can accrue in a year.
The employee would be paid one -half of what they irrevocably elect to cash out hours on both the second pay day in July and the first pay day in December or the employee can elect to be paid sixty (60) hours (one hundred twenty ( 120) hours if they if they used eighty (80) hours in the calendar year they are making the election) on the first pay day in December. However, if the employee’s vacation balance is less than the amount the employee elected to cash out (in the prior calendar year) the employee will receive cash for the amount of vacation the employee has accrued at the time of the cash out.
If an employee makes an irrevocable election to cash out vacation in the following calendar year and uses vacation in that subsequent year, the vacation used will come from vacation the employee had earned prior to January 1 of the year the employee has elected to cash out vacation. This is to ensure that assuming an employee had a vacation balance prior to January 1, the vacation used will not result in a reduction in the amount of vacation the employee will be eligible to cash out.
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38 10.3 Limitation on Vacation.
With the exception of a retiring employee, no employee is granted, and no employee shall be allowed to take, any vacation leave with pay in excess of four hundred ( 400) hours in any one (1) year.
10.4 Vacation Carry-Over.
A. No employee may carry over from one (1) calendar year to the next, more than the maximum vacation carryover as set forth in the following table. A ny vacation not used beyond the maximum carryover amount from year to year will be paid off by the City at the end of the calendar year at the employee’s base rate of pay so that at the beginning of the following calendar year, the employee will have the maximum carryover amount of vacation in their vacation bank.
Completed Years Max Carryover
1 80
2 160
3 280
4 320
5 360
6 364
7 372
8 380
9 388
10 396
11 404
12 412
13 420
14 428
15 436
16 448
17 464
18 480
19 496
20 512
21 520
22 520
23 520
24 520
25 520
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39 10.5 Use of Accrued Vacation. Vacation, may be taken in increments as small as one-half (1/2) hour.
Each affected employee shall be afforded the opportunity to submit selection(s) for use of accrued vacation, and the Police Chief or their designee shall make every reasonable effort to accommodate the employee's preference(s). The time at which an employee shall take their vacation, shall be determined by the Police Chief, with due regard for the wishes of the employee and particular regard for the needs of the service.
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40 ARTICLE XI
11.0 OTHER LEAVES OF ABSENCE
11.1 Sick Leave.
A. Definition. Except as otherwise provided below, sick leave shall be deemed to mean absence from duty of an employee because of illness or injury that prevents the employee from performing the duties of their position and shall be deemed to include time in quarantine resulting from non-duty related exposure to a contagious disease.
B. Accrual. Each employee shall earn eight (8) hours of sick leave for each full calendar month of service in which they are employed by the City with full pay .
However, any absence on sick leav e for a period of time greater than fifteen (15) consecutive calendar days in any one (1) calendar month shall not be considered to be service entitling an employee to earn sick leave as aforesaid. Employees on leave of absence for service-connected illness or injury who are covered by the provisions of Labor Code Section 4850, shall continue to accumulate eight (8) hours of sick leave for each full calendar month of service for which they are employed by the City with full pay during said absence for service-connected illness or injury.
C. Authorized Only When Necessary. Use of sick leave by City employees shall be authorized as follows:
1. Sick leave is not a right which an employee may use at their discretion, but shall be allowed only in cases of necessity and actual sickness or disability, or as authorized in Subsection J below.
2. For miscellaneous-member employees covered by this MOU, when such an employee's absence is caused by an industrial illness or injury, for which benefits are required to be provided under the State Workers' Compensation Insurance and Safety Act, the City shall pay one hundred percent (100%) of salary for the first three (3) days of such absence and sick leave shall not be debited.
D. Limit. The maximum total accumulation of sick leave shall be one thousand six hundred (1,600) hours. Sick leave usage of less than a full day shall be charged in minimum increments of one-half (1/2) hour.
For employees who are newly hired from outside the City into classifications represented by the Association following Council approval of this MOU:
1. Maximum accumulation of seven hundred (700) sick leave hours; and
2. Any annual accrual over the seven hundred (700) hours (up to ninety -six (96) hours) would be cashed out into an employee’s RHS during the first pay period in January of each year.
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41 E. Extended. The City Manager may grant leave up to six (6) months without pay to an employee who has exhausted all of their accrued sick leave if a licensed physician indicates that the employee will be sufficiently recovered to return to their employment within a six (6) month period. Prior to the expiration of the additional time, the employee may return to their position provided that they have a certificate from their physicians stating that the employee is able to perform all the duties of their position without qualification. In addition to the above, the City Manager may grant a further extension not to exceed a total of one (1) year without pay.
F. Extension by Use of Vacation. After an employee's sick leave has been exhausted, they may be granted permission to take any earned vacation they may have accrued.
G. Notice. The employee taking sick leave shall notify their immediate supervisor not less than one (1) hour prior to the time they are scheduled to report for duty. If after three (3) consecutive days of sick leave usage and if sick leave abuse is suspected based on articulable facts, an employee may be requir ed to produce a physician certificate verifying that the employee was sick.
H. Denial. No employee shall be entitled to sick leave with pay while absent from duty because of sickness or injury purposely self -inflicted or caused by willful misconduct for monetary gain or other compensation, or by reason of engaging in business or activity for monetary gain or other compensation.
I. Excess Usage . If sick leave is used in excess of that due and available to an employee, such excess sick leave, will first be d educted from any available compensatory time off benefit; second, from any available vacation leave benefit; third, from any available holiday leave benefits; and finally, will be considered leave without pay.
J. Personal Necessity Leave (Family Sick Leave per Labor Code section 233). Each employee shall be afforded the opportunity to use up to forty -eight (48) hours of sick leave per calendar year, on a non-cumulative basis. This leave may be used to attend to an illness of a child, parent, spouse , registered domestic partner , grandchild, grandparent, parent in law , or sibling of the employee. It can also be used for a “designated person”. A “designated person” is a person identified by the employee at the time they request sick leave. An employee may designate one (1) person per twelve ( 12) month period. As used in this section, “child” means a biological, foster, or adopted child, a stepchild, a legal ward, or a child of a person standing in loco parentis; and “parent” means a biological, foster, adoptive parent, a stepparent, or a legal guardian.
Up to three (3) days of this personal necessity leave may be used: (a) to attend to a serious accident to members of the employee’s immediate family; (b) childbirth; (c) to cope with imminent danger to the employee’s home or other valuable property; or (d) when the existence of external circumstances beyond the employee’s control make it impractical for them to report for duty. For the purposes
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42 of this section only, a “day” shall be defined as the number of hours of work that an employee is required to work according to their specific workday schedule.
K. Payment for Unused Sick Leave.
Definition. All employees hired or appointed into the barg aining unit on or prior to December 2 0, 2022 (as this section does not apply to employees hired or appointed into the bargaining unit after December 2 0, 2022) , except for those involved in disciplinary termination, shall be entitled to payment under the following provisions:
1. After ten (10) years of cumulative full -time service with the City, each qualified employee shall be entitled to payment for one -third (1/3) of the total sick leave benefit credited to their 457 account or cash upon the effective date of such termination, not to exceed a maximum limit of four hundred twenty-seven (427) hours, at the rate of pay in effect on the date of such termination.
a. At their option, an employee may convert the above lump sum payment option into the retiree health account fund, held by the SAPOA for the purposes of retiree health insurance or long term care insurance premiums to the extent necessary to provide the employee and their designated eligible dependents, if any, with benefits under the health insuranc e program maintained by the Association. For unused sick leave benefits had this option not been elected, not to exceed a maximum of six hundred forty (640) hours.
2. After fifteen (15) years of service, employees shall be entitled to one hundred percent (100%) of the amount of unused sick leave benefits credited to their 457 account or cash upon the effective date of separation, up to a maximum of one thousand six hundred (1,600) hours.
3. A lump sum payment s hall be made to the beneficiaries of any eligible employee whose death occurs while such employee is an active employee of the City, such payment to be in the amount of one-third (1/3) of the total sick leave benefit credited to the employee’ s account at t he time of their death, and at the rate of pay effective on the date of death.
4. Upon the death of any retired employee receiving a benefit under this provision, said benefit will continue to be provided through the Association on behalf of said retired employee to their beneficiary.
11.2 Bereavement Leave. An employee shall be granted up to three (3) days leave without loss of pay in case of death of a member of the employee's immediate family. For purposes of this Section only, a "day" shall be defined as the number of hours of work that an employee is required to work according to their specific workday schedule. Such leave is designated as bereavement leave. "Immediate family" as used in this section is limited to:
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43 A. Any relative by blood or marriage who is a member of the employee's household;
B. A parent, parent -in-law, stepparent, spouse, registered domestic partner, child, brother, stepbrother, sister, stepsister, grandparent, or grandchild of the employee, regardless of residence.
C. A n employee (who has worked for the City for at least thirty (30) days) shall be granted up to five (5) days of leave for the death of a member of the employee’s immediate family, as specified in this Section. Three (3) of the days will be paid bereavement leave and the remaining two (2) days of leave may be unpaid, except that an employee may use accrued vacation, sick leave, or compensatory time off that is otherwise available to the employee for this purpose. This leave must be used within three (3) months from the date of death of the family member.
11.3 Military Leave.
A. Proof of Orders and Reinstatements. An employee shall be granted military leave if they furnishes the Executive Director of Human Resources or designee satisfactory proof of their orders to report for duty. Upon return and upon showing proof of actual service pursuant to such orders, they will be reinstated as provided in Section 9-143 of the Santa Ana Municipal Code.
B. Temporary. Members of the reserve forces of the United States, or the National Guard, granted temporary military leave when ordered to duty, in accordance with the Military and Veterans Code and Section 9- 144 of the Santa Ana Municipal Code, will be granted leave with pay not to exceed thirty (30) working days in each calendar year after one (1) year's service with the City upon presenting satisfactory proof of orders to and from such temporary active duties.
11.4 Jury and Witness Leave . When an on-duty employee is called to serve as a juror or a non- party witness in any court action they shall be allowed leave for the time actually required for such service, without loss of pay. Each on-duty employee called for such service shall present to the Police Chief for examination the subpoena calling them to such service. Refer to Departmental Order 396 - Jury Duty for specifics.
11.5 Examination Leave . Employees participating in examinations conducted during their normal working hours for positions in the competitive service of the City of Santa Ana will be granted leave with pay for the time actually required, without loss of any accrued vacation or compensatory time off benefits.
11.6 Unauthorized Absence. Unauthorized absence from duty for any duration of time may be considered cause for dismissal. Absence from duty without leave for five (5) consecutive working days shall be deemed a resignation from the service; provided, however, if upon return to duty the person so absenting themselves makes an explanation satisfactory to the Police Chief of the cause of their absence, the Police Chief may restore them to their position, with the City Manager's approval.
11.7 Authorized Absence Without Pay. Absence without pay not to exceed five (5) consecutive
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44 working days’ may be authorized by the Police Chief. Absence without pay not to exceed fifteen (15) calendar days may be authorized by the department with the approval of the City Manager. Such absences may be authorized only if in the judgment of the Police Chief they serve the best interest of the City.
11.8 Authorized Absence Without Pay - Long Term. Upon receipt of a written request from an employee having permanent status plus action by the Police Chief recommending approval of the request, the City Manager may grant a leave of absence for up to six (6) months.
An employee returning to duty with the City shall inform the Police Chief and the Executive Director of Human Resources or designee of their intention at least thirty (30) calendar days prior to the expiration of the six (6) months period or shorter period i f the full six (6) months is not taken. Upon receipt of such notice, the Police Chief will take steps necessary to restore the employee to their former position.
11.9 Administrative Leave . The City Manager is authorized to grant, at their discretion, administrative leave with or without pay (without pay if the employee requests) for permanent employees if, in their opinion, such a leave is in the interests of the City.
11.10 Industrial Leave.
A. Each "safety member" employee covered by the provisions of Labor Code Section 4850 who is compelled to be absent from duty because of an illness or injury covered by the State of California Workers' Compensation Insurance and Safety Act shall, in lieu of t emporary disability compensation payable under the aforementioned Act, continue to be paid their normal salary and accrue other benefits in accordance with the provisions of Labor Code Section 4850.
B. Any period of time during which an employee is required to be absent from their position by reason of an industrial injury or industrial illness for which they are entitled to receive compensation shall not be considered a break in continuous service for the purpose of their right to salary adjustment or to the accrual of vacation and seniority.
11.11 Catastrophic Leave Donation . In order to assist employees otherwise granted leave of absence without pay by the City Manager because of a catastrophic, non-industrial medical condition or injury, the following Catastrophic Leave Donation Program applies:
A. Guidelines . It shall be understood that all donations under this procedure are voluntary and subject to taxation for the recipient.
1. Employees may donate vacation or compensatory time or holiday leave time to the eligible employee. In no event shall sick leave be donated.
2. Employees shall be provided a two (2) week period to submit donations.
Donations received after this two (2) week period shall not be processed.
The two (2) week period for each case shall be designated by the Police Chief or their designee as provided herein below. If all previous time
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45 donated has been exhausted, the recipient may request a new donation period be designated by the Police Chief or their designee as provided herein below.
3. All vacation, compensatory time or holiday leave time d onations must be made in two (2) hour increments. There is no limit on the amount of the donation that can be made.
4. Any authorization of donations not made in accordance with the procedures outlined in Section 11.11(C)(2), will not be processed.
5. All donations shall be irrevocable.
6. In the event the recipient returns to work before leave donations have been exhausted, any balance on the books shall be accrued by the recipient and designated as sick leave and may be used pursuant to Article XI, Sections
11.1(A) through 11.1(K) above.
B. Eligibility. Full-time employees shall be eligible for catastrophic leave donations if the following criteria are met:
1. When it is reasonably foreseeable that all accrued time on the books, such as sick leave, compensatory time, vacation, and in lieu holidays, will be exhausted and the employee’s illness will continue past the time when the employee will be on paid status.
2. The Police Chief or their designee has approved a written request for donations accompanied by a medical statement from the employee’s attending physician. The attending physician’s statement must verify the employee’s need for an extended medical leave and an estimate of the time the employee will be unable to work.
C. Procedure.
1. Upon receipt of a valid request for donations from an eligible employee, the Police Chief or their designee shall post a notice of the eligible employee’s need for donations on bulletin boards accessible to employees. No confidential medical information shall be included in the posted notice.
2. Employees wishing to donate time to an eligible employee must sign their authorization of the transfer of such donated time and provide:
a. Their name, department name, and employee number;
b. The number of hours of compensatory, holiday or vacation time of the donation within the limitations of Section 11.11(A)(3);
c. The name, department, and employee number of the recipient;
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46 d. A statement indicating that the donor understands such donation of time is irrevocable.
3. At the close of the two (2) week donation period, the department shall verify that each donating employee has accrued vacation , holiday and/or comp time balances sufficient to cover the designated donation.
4. The department shall submit all approved donation authorizations for an eligible employee at one time for processing. No donation authorizations for the eligible employee will be processed after this period. However, employees who receive donations under this procedure and who exhaust all donated hours may request an additional donation period subject to the provisions of Section A, herein.
5. The City shall add the donated time to the recipient’s sick leave account.
D. Upon the death of any active employee receiving a benefit under this provision, the City agrees to pay any unused Catastrophic Leave Donations remaining on the books to the surviving beneficiary.
E. For those current employees with unused catastrophic leave on the books, the City agrees to convert said unused catastrophic leave to sick leave for use in accordance with the provisions of Article XI, Sections 11.1(A) through 11.1(K) above.
11.12 Assignment Departmental Seniority
Employees who are authorized to be on an unpaid medical leave for twelve (12) weeks or less shall continue to accrue seniority related to their particular assignment, as it relates to the badge number list or for any other purpose concerning Police Department Operations for which seniority is considered. Once such leave of absence exceeds twelve (12) weeks, the employee will no longer accrue seniority (for all purposes, including, but not limited to their classification, assignment or rank). While such employee will not lose any of the seniority they have previously earned, by not continuing to accrue seniority at that point, others who previously were less senior may become more senior than such employee for seniority purposes in the Department.
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47 ARTICLE XII
12.0 EMPLOYEE INSURANCE
12.1 T he City will contribute toward the payment of premiums for health, dental, and long-term disability insurance plans administered by the Association for the benefit of the employees represented by the Association as follows:
A. Medical Insurance. T he City will contribute one thousand five hundred seventy- five dollars ( $1,575.00) per month to the Santa Ana Police Officers Association Medical Insurance Trust Fund for each affected employee enrolled in medical insurance plans provided by the Association for its bargaining unit members and their eligible dependents. Any contributions necessary to maintain benefits under the plans in excess of the aforementioned amount per month shall be borne entirely by the Association and/or the enrollee. Members of the bargaining unit who are not Association members and therefore not eligible to purchase insurance through the Trust will receive from the City up to one thousand five hundred seventy-five dollars ($1,575.00) per month to be used only for the purchase of medical insurance for themselves and eligible dependents.
The Association will provide the City with proof that each of the employees in the Association who have enrolled in insurance are receiving insuranc e. The Association will also provide the City (once each quarter) with a list of the group insurance plan and rates for medical, dental and Long Term Disability.
The Association shall provide and administer health benefit plans for employees in accordance with the terms and conditions of the Health Plan Agreement attached as Exhibit C to this MOU.
The parties agree to reopen this 2024-2027 MOU to consider the City’s health insurance contribution after receiving the results of the 2024 Association Medic al Insurance Trust Fund audit.
B. Life Insurance. The City shall provide term life insurance coverage for each affected employee in the amount of thirty thousand dollars ($30,000), plus thirty thousand dollars ($30,000) accidental death and dismemberment (AD + D) coverage, subject to carrier contract, terms, and conditions.
12.2 Retiree Health Contribution.
All employees covered by this MOU will contribute two percent (2%) of their regular rate of pay through payroll deduction to a fund maintained by the Santa Ana Police Officers Association for the purpose of providing retiree health insurance premium reduction assistance.
On October 1 of each year, the City shall contribute an amount equal to two percent (2%) of each employee’s regular rate of pay of each active employee who is covered by this MOU as of October 1 of each year to a fund maintained by the Santa Ana Police Officers
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48 Association for the purpose of providing retiree health insurance premium reduction assistance.
12.3 If an employee is on an unpaid leave of more than fifteen (15) calendar days in a calendar month the City will not contribute toward any insurance coverage for the following calendar month.
The Police Department will notify the Association of all employees on unpaid leave or who separate from City employment within three (3) working days. The City will continue the payment of contribution for insurance coverage until the end of the month in which the Association had received notice from the City of the employee's separat ion from employment.
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49 ARTICLE XIII
13.0 RETIREMENT
13.1 General. The City shall continue to make contributions to the California Public Employees' Retirement System (CalPERS) in accordance with its contract with CalPERS for employees covered by said contract as amended.
13.2 Deferred Retirement. The City shall continue to make payment to CalPERS on behalf of each employee covered by this MOU in accordance with the following schedule:
A. For Safety employees covered by this MOU who do not qualify as “New Members” under the California Public Employees’ Pension Reform Act of 2013 (PEPRA), the City shall pay the nine percent (9%) member contribution and report it to CalPERS as compensation earnable.
B. For Miscellaneous employees covered by this MOU who do not qualify as “New Members” under the California Public Employees’ Pension Reform Act of 2013 (PEPRA) the City shall pay the eight percent (8%) member contribution and report it to CalPERS as compensation earnable.
Such payments shall be credited to the individual employee’s CalPERS account.
Such payments are not increases in base salary and no salary range applicable to any of the employees covered by this MOU shall be changed or deemed to have been changed by reason thereof. As a result, the City will not treat these payments as ordinary income and thus, will not withhold federal or state income tax from said payments as permitted by IRS Code section 414(h)(2).
For the purpose of reporting an employee’s compensation to CalPERS, the City shall include these payments as if they were a part of the employee’s base salary.
13.3 CalPERS Fourth Level of 1959 Survivors Benefits. The City will provide CalPERS fourth level of 1959 Survivors Benefit to all eligible employees in the unit. Employee s pay the employee contribution for this benefit.
13.4 CalPERS Pre-Retirement Optional Settlement 2 Death Benefit. The City shall provide the CalPERS Pre-Retirement Optional Settlement 2 Death Benefit to all employees covered by this MOU.
13.5 Military Service Credit as Public Service. E mployees may elect (per Government Code 21024) to purchase up to four (4) years of service credit for any continuous active military or merchant marine service prior to employment. The employee must contribute an amount equal to the contribution for current and prior service that the employee and the employer would have made with respect to that period of service.
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50 13.6 3% at 50 Service Retirement Benefit for Safety employees. The City contracts with CalPERS to provide Safety employees who do not qualify as “New Members” under PEPRA with the 3% at 50 Service Retirement benefit.
All Safety employees who do not qualify as “New Members” under PEPRA shall pay twelve percent (12%) compensation earnable to pay for the employer portion of the City’s CalPERS contribution. This payment shall be paid in accordance with Government Code Section 20516(f). If, at any time in the future, the Association informs the City that it no longer agrees to this cost s haring agreement, effective on the date of the elimination of the cost sharing (which would need to coincide with the expiration date of the MOU) these employees’ base salary would be reduced by twelve percent (12%).
Pre-Taxable Benefit. To the extent pe rmitted by CalPERS and Internal Revenue Service regulations, the City shall make the above employee deductions pre-tax contributions.
13.7 2.7% @ 57 Service Retirement Benefit f or “New Member” Safety employees. The City agrees to provide Safety employees who are defined as “New Members” within the meaning of the California Public Employees’ Pension Reform Act (PEPRA) of 2013 with the 2.7% @ 57 Service Retirement benefit.
Final compensation will be based on the highest annual average compensation earnable during the thirty-six (36) consecutive months immediately preceding the effective date of their retirement, or some other thirty-six (36) consecutive month period designated by the member.
Employees covered un der the 2.7% @ 57 retirement formula shall pay one -half of the normal cost rate as established each year by CalPERS.
Pre-Taxable Benefit. To the extent permitted by CalPERS and Internal Revenue Service regulations, the City shall make the above employee deductions pre-tax contributions.
13.8 2.7% at 55 Service Retirement Benefit for M iscellaneous employees. The City contracts with CalPERS to provide Miscellaneous employees who do not qualify as “New Members” under PEPRA with the 2.7% at 55 Service Retirement benefit.
The employee’s contribution rate for Miscellaneous employees who do not qualify as “New Members” under PEPRA is eight percent (8%) compensation earnable. All employee contributions for retirement benefits are paid to the employer portion of the City’s CalPERS contribution. This payment shall be paid in accordance with Government Code section 20516(f). If, at any time in the future, the Association informs the City that it no longer agrees to this cost sharing agr eement, effective on the date of the elimination of the cost sharing (which would need to coincide with the expiration date of the MOU) these employees’ base salary would be reduced by eight percent (8%).
Pre-Taxable Benefit. To the extent permitted by C alPERS and Internal Revenue Service regulations, the City shall make the above employee deductions pre-tax contributions.
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51 13.9 2% @ 62 Service Retirement Benefit for “New Member” Miscellaneous employees. The City agrees to provide Miscellaneous employees covered by this MOU who are defined as “New Members” within the meaning of the California Public Employees’ Pension Reform Act (PEPRA) of 2013 with the 2% @ 62 Service Retirement benefit
Final compensation will be based on the highest annual average com pensation earnable during the thirty-six (36) consecutive months immediately preceding the effective date of their retirement, or some other thirty-six (36) consecutive month period designated by the member.
Employees covered under the 2% @ 62 retirement formula shall pay one half of the normal cost rate as established each year by CalPERS
Pre-Taxable Benefit. To the extent permitted by CalPERS and Internal Revenue Service regulations, the City shall make the above employee deductions pre-tax contributions.
13.10 Credit for Unused Sick Leave . All sworn and non- sworn employees can have unused accumulated sick leave at the time of retirement converted to additional service credit. The maximum total unused sick leave that can be converted shall be ten (10) eight (8) hour working days equal to eighty (80) hours. This section applies to members whose effective date of retirement is within four (4) months or one hundred twenty (120) days of separation from employment. (Government Code Section 20965). The City may amend it contract with CalPERS to eliminate this benefit for employees hired after the effective date of the contract amendment. Employees hired on or after a contract amendment between the City and CalPERS to eliminate this benefit shall not be eligible to convert unused sick leave to CalPERS for service credit.
13.11 Uniform Allowance. With respect to Safety and Miscellaneous employees who do not qualify as “New Members” unde r the California Public Employees’ Pension Reform Act (PEPRA), the City shall report to CalPERS the monetary value of uniforms and uniform maintenance for those employees required to wear uniforms. The monetary value (as of the first date of the MOU) by classification is listed in Exhibit B, entitled “Uniform Allowance by Classification.” The amounts listed in Exhibit B may be adjusted (either upward or downward) as the cost of the uniforms and/or their maintenance changes. The value of the Uniform Allowance shall be determined by the City (based on the current cost of the uniforms and/or their maintenance at the time of the report to CalPERS) and will be reported to the California Public Employees’ Retirement System (CalPERS) for retirement purposes only.
Under CCR 571(a), Uniform allowance is defined as “Compensation paid or the monetary value for the purchase, rental and/or maintenance of required clothing, including clothing made from specially designed protective fabrics, which is a ready substitute for personal attire the employee would otherwise have to acquire and maintain. This excludes items that are solely for personal health and safety such as protective vests, pistols, bullets and safety shoes.
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53 ARTICLE XIV
14.0 ASSOCIATION LEAVE
14.1 The City agrees to grant full -time release from duty for the Association President subject to the following:
A. The Association President shall be:
1. Required to attend POST training and maintain qualifications (training, certifications, weapons, etc.) to work as a sworn peace officer;
2. Eligible to work overtime assignments with prior approval of the Chief of Police;
3. Required to report to duty in the event of a declared emergency as determined by the Chief of Police; and
4. Assigned to a 5/40 work schedule and shall report time off usage (vacation, sick, etc.) in accordance with City and department policies and procedures.
14.2 The City shall pay the Association President the percentage difference between what the Association President receives in base pay plus other forms of special compensation (with the exception of Employer Paid Member Contribution identified in Title 2 California Code of Regulations Section 571), and four and three -fourths percent (4.75%) over the top step pay of the next higher rank including base pay plus other forms of special compensation available to the next higher rank (with the exception of Employer Paid Member Contribution identified in Title 2 California Code of Regulations Section 571). During the time that an employee is the Association President, it is CalPERS’ determination as to whether any form of special compensation being paid to the POA President can be reported as compensation earnable or pensionable compensation. If CalPERS concludes that any form of special compensation cannot be reported as compensation earnable or pensionable compensation it will not be reported. If CalPERS concludes that any form of special compensation can be reported as compensation earnable or pensionable compensation it will be reported.
14.3 All employees shall donate the one (1) floating holiday (set forth in Section 9.1), and effective January 1, 2025, an additional four (4) holiday hours (for a total of twelve (12) hours) annually to pay for the Association President’s Leave. The flo ating holiday, which would otherwise accrue in January, will not accrue so that its value can be used throughout the calendar year to pay for the Association President’s Leave. Effective January 1, 2025, the additional four (4) hours of holiday pay will be reduced from each holiday so that per
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54 Section 9.2, employees shall accrue 7.67 hours (instead of eight (8) hours) of holiday pay or leave per holiday.
Per Section 9.3 of this MOU, newly appointed employees who become employees of the bargaining unit after January 1 must wait six (6) months to receive credit for the floating holiday. As such, for employees hired between January 1 and June 30 of each calendar year, their floating holiday will not accrue , but will be used by the City to pay for Association President’s Leave in the same calendar year six (6) months after being hired.
Employees hired on or after July 1 will not earn a floating holiday in the same calendar year. These employees will earn their floating holiday six (6) months after being hired. At that time, the floating holiday they would have otherwise accrued will not accrue, but rather be used by the City to pay for Association President’s Leave.
For the annual calculation described in Section 14.4, for employees hired between January 1 and June 30, the City will include the eight (8) hours of their holiday leave. For employees hired between July 1 and December 31, since they will not be earning a floating holiday in the year they are hired, the City will not use any hours in the same calenda r year hired in calculating the annual value of the floating holiday leave from employees.
14.4 Accounting for Association Representative Leave.
A. At the end of each calendar year by January 31 of the following year, the City will provide the Association with an accounting of the value of the Association President’s Leave used in the prior calendar year. The purpose of this accounting will be to compare the value of the floating holiday leave (and effective January 1, 2025 the value of the floating holiday and four (4) additional hours - for a total of twelve (12) hours) that was not earned by the employees in the calendar year to the value of the Association President’s Leave used by the Association.
B. In conducting this accounting, the value of the floating holiday leave will be determined by the hourly total cost of each employee (base pay, any additional special pay additives and all employer benefits costs (including, but not limited to, health allowances and employer total cost of retirement – employer normal cost plus Employer Paid Member Contribution) who, in the calendar year, donated their eight (8) hour floating holiday (and effective January 1, 2025 the value of the floating holiday and four (4) additional hours - for a total of twelve (12) hours).
C. In determining the value of the Association President’s Leave, the City will take the total cost of the Association President (base pay, any addit ional special pay additives and all employer benefit costs, including, but not limited to, health allowances and employer cost of retirement – employer normal cost plus Employer Paid Member Contribution) and divide it by two thousand eighty (2,080) hours.
That will determine the hourly value of total cost of the Association President’s Leave. The City will then review the number of hours of Association President’s
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55 Leave used and determine the cost of the leave hours used by multiplying the number of leave hours by the hourly value of total cost the Association President.
In evaluating the total cost of the Association President, it shall include the cost of all wages and benefits including, but not limited to, health and retirement benefits.
D. If the value of the floating holiday leave (and effective January 1, 2025 the value of the floating holiday and four (4) additional hours - for a total of twelve (12) hours)) that was donated exceeds the value of the Association President’s Leave, the City will issue a check to the Association for the difference in value, which will be used for the Association’s general fund. The Association may instead elect to convert the difference in value (up to one thousand (1,000) hours) to be used as Association Leave in that fiscal year, as long as the City captures the cost of the person using the leave as well as the cost of any other person who is working as a result of the person using the leave. Such non-cumulative Association Leave would be in addition to the Association Leave provided for in Section 14.6. The terms in Section 14.6 would apply to Association Leave provided in this section. Similarly, if the value of the floating holiday leave (and effective January 1, 2025 the value of the floating holiday and four (4) additional hours - for a total of twelve (12) hours)) that was donated is less than the value of the Association President’s Leave, the Association will issue a check to the City for the difference in value. This provision will ensure that employees represented by the Association will pay for the precise cost of the Association President’s Leave used in the calendar year.
14.5 The Police Chief shall allow on-duty time, up to three (3) days for five (5) board members, once per year, to attend the Peace Officers’ Memorial. The Police Chief shall allow on - duty time, up to four (4) days for five (5) board members, once per year, to attend the Fraternal Order of Police (“FOP”) training. T he Association will pay for all costs for the board members ’ attendance at said events, including per diem, travel, hotel, etc. If the Memorial or FOP falls on a board member’s normal day off, they will not receive on-duty pay for attendance.
14.6 The City agrees to grant up to a total of one hundred ninety (190) hours per fiscal year on a non- cumulative basis to enable Association members, officers, worksite leaders/stewards, to conduct union business and assist other bargaining unit employees in processing grievances under the Grievance Review Procedure; provided, however, that such Association members, officers, worksite leaders/stewards , and aggrieved employees shall make advance arrangement with their supervisors prior to absenting themselves for such purpose. The officers, worksite leaders/stewards, and aggrieved employees shall be required by the City to record and report to their supervisors the work time spent in assisting other bargaining unit employees pursuant to this provision of the MOU.
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56 ARTICLE XV
15.0 RESIDENCY
15.1 At the discretion of the Police Chief, selected special duty assignments may be designated as rapid response assignments. In those instances, the Police Chief may apply specific requirements upon members assigned to those positions to live within a certain distance of City Hall.
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57 ARTICLE XVI
16.0 DISCIPLINE
16.1 Pre-Disciplinary Procedure
If an employee is to be suspended without pay, receive a reduction in pay, transferred for purposes of discipline, demoted, or discharged, the employee shall:
A. Receive written notice of the intended action at least ten (10) calendar days before the date it is intended to become effective, stating the specific grounds and the particular facts upon which the intended action is based.
B. Receive copies of any known materials, reports, transcripts, statements, or other documents upon which the intended action is based.
C. Be accorded the right to respond to the intended charges in writing or in person with the Chief of Police or designee w ithin a reasonable period of time, not to exceed ten (10) business days unless the Chief of Police or designee authorizes a longer time.
D. Be given the written decision of the Chief of Police or designee prior to the effective date of the disciplinary action.
16.2 Disciplinary Appeals Procedure
The following appeals procedures are adopted by the parties pursuant to Government Code section 3304.5 of the Public Safety Officers’ Procedural Bill of Rights Act.
A. Punitive Action - The term “punitive action” means any action defined by Government Code section 3303, i.e., “any action that may lead to dismissal, demotion, suspension, reduction in salary, written reprimand, or transfer for purposes of punishment.”
B. Formal Appeals Procedures – For Punitive Action not Covered by the Informal Hearing Process
1. Filing an appeal: If an employee desires to appeal a disciplinary action not covered by the informal process, they (or their representative) shall submit a written notice of appeal to the Executive Director of Human Resources or designee. A representative of the City shall contact either the employee or their identified representative within ten (10) calendar days of receipt of the notice of appeal to determine whether the parties can agree on an arbitrator to hear the appeal. If the parties cannot reach agreement on an arbitrator, the Executive Director of Human Resources or designee will send a letter to the State Mediation and Conciliation Service requesting a list of seven (7) arbitrators.
Once the list is received, the representatives of the parties shall strike names until an arbitrator is chosen. The parties shall toss a coin to determine who shall
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58 strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.
2. Hearing process: During the hearing, the formal rules of evidence do not apply.
The cost of the l ist of arbitrators, the arbitrator themselves, and the court reporter shall be split evenly (50% and 50%) between the City and the Association. Once the arbitrator issues their advisory recommendation, the Executive Director of Human Resources or designee will submit the advisory recommendation to the City Manager.
a. The Arbitrator’s Recommendation: The arbitrator shall issue their advisory recommendation within thirty (30) calendar days from the conclusion of the hearing.
3. The City Manager’s Role: Within t hirty-five (35) calendar days of receipt of the advisory arbitrator’s recommendation, the City Manager shall issue and send their final written decision to the parties. The City Manager may accept, reject, or modify the arbitrator's advisory recommendation or any part thereof.
In no case, however, may the City Manager increase the penalty above that imposed by the Chief of Police. The City Manager's decision shall be final and binding. In reaching their decision, the City Manager shall review the arbitrator's advisory recommendation and the evidence, both documentary and testimonial, and arguments presented during the advisory arbitration.
4. Right to File in Court: The employee has the right to appeal the City Manager’s decision in accordance with California Code of Civil Procedure section 1094.6 that provides a ninety (90) day statute of limitations.
16.3 Informal Appeals Procedures
The Informal Appeals Procedure, as opposed to the formal procedures, will be used for written reprimands.
A. Appeal to the Chief of Police
1. The appeal is an opportunity for the employee to present information and arguments why a punitive action should not occur or offer alternatives to the action.
2. Notice of Appeal: Within ten (10) calendar days of receipt by an employee of the written reprimand, the employee shall notify the Executive Director of Human Resources or Designee in writing that they intend to appeal the written reprimand .
The Executive Director of Human Resources or designee sha ll contact either the employee or their identified representative within ten (10) calendar days of receipt of the notice of appeal to schedule the appeal.
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59 3. Hearing Officer: The Chief of Police shall act as the hearing officer. The meeting shall take place within twenty-one (21) calendar days of the date the employee filed the appeal or such other time as may be agreeable by the parties.
4. Decision: After the meeting, a decision will be submitted in writing within thirty (30) calendar days and provided to the employee. The decision is final. The decision shall advise the employee that the time within which judicial review of the decision may be sought as governed by Code of Civil Procedure § 1094.6.
16.4 The appeal of performance evaluations shall be subject to a one (1) step appeal to the Chief of Police or City Manager or designee (depending on who made the decision) as determined by the Executive Director of Human Resources or designee. Such requests for appeal shall be submitted in writing to the Executive Director of Human Resources or designee within ten (10) calendar days from the date the employee received the performance evaluation. The Chief of Police or City Manager or designee shall meet with the employee within ten (10) calendar days after submissi on of the appeal. The Chief of Police or City Manager or designee shall deliver the written response to the employee within ten (10) calendar days after meeting with the employee. The decision of the Chief of Police or City Manager or designee shall be final and binding.
16.5 Employees may be represented by up to two (2) representatives of their choice when entitled to a representative by law (for example, one (1) attorney and one (1) Association representative, or two (2) Association representatives).
16.6 The parties can mutually agree to extend any deadlines in this Article.
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60 ARTICLE XVII
17.0 GRIEVANCE REVIEW PROCEDURE
17.1 Definition of Grievance . A grievance shall be defined as a timely complaint by an employee, a group of employees or the Association concerning the interpretation or application of specific provisions of this MOU, or of the rules and regulations governing personnel practices or working conditions of the City; except, however, those matters specifically assigned to the jurisdiction of the City Personnel Board by provisions of the City Charter and the Civil Service Rules and Regulations.
No employee shall suffer any reprisal for filing or processing a grievance or participating in the Grievance Review Procedure.
17.2 Step 1.
A. An employee or the Association must first attempt to resolve the grievance at Step 1 with the Executive Director of Human Resources or designee without undue delay, but in no case, beyond a period of ten (10) calendar days after the occurrence of the alleged incident giving rise to the grievance, or when the grievant knew or should have reasonably become aware of the facts giving rise to the grievance. The parties can mutually agree to extend any deadlines in this section.
B. The Executive Director of Human Resources or designee will respond to the grievance within fourteen (14) calendar days of receiving the grievance.
C. Every effort shall be made to find an acceptable solution to the grievance at Step
1. D. If the grievant is not satisfied with the response from the Executive Director of Human Resources or designee , the grievant, within ten (10) calendar days of receiving the response must submit the grievance in writing to Step 2 (advisory arbitration) by emailing the Executive Director of Human Resources or designee.
Should the grievant fail to file a written grievance at Step 2, within ten (10) calendar days after receiving the response at Step 1 , the grievance shall be barred and waived.
17.3 Step 2.
A. A representative of the City shall contact the grievant within ten (10) calendar days of receipt of the Step 2 grievance to determine whether the parties can agree on an arbitrator to hear it. If the parties cannot reach agreement on an arbitrator, the Executive Director of Human Resources or designee will send a letter to the State Mediation and Conciliation Service requesting a list of seven (7) arbitrators. Once the list is received, the representatives of the parties shall strike names until an arbitrator is chosen. The parties shall toss a coin to determine who shall strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.
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61 B. Hearing Process: During the hearing, the formal rules of evidence do not apply.
The cost of the list of arbitrators, the arbitrator themselves, and the court reporter shall be split evenly (50% and 50%) between the City and the Association. Once the arbitrator issues their advisory recommendation, the Executive Director of Human Resources or Designee will submit the advisory recommendation to the City Manager.
1. The Arbitrator’s Decision: The arbitrator shall issue their advisory recommendation within thirty (30) calendar days from the conclusion of the hearing.
C. The City Manager’s Role: Within thirty -five (35) calendar days of receipt of the advisory arbitrator’s recommendation, the City Manager shall issue and send their final written decision to the parties. The City Manager may accept, reject, or modify the arbitrator's advisory recommendation or any part thereof. The City Manager's decision shall be final and binding. In reaching their decision, the City Manager shall review the arbitrator's advisory recommendation and the evidence, both documentary and testimonial, and arguments presented at the advisory arbitration.
D. Right to File in Court: The employe e has the right to appeal the City Manager’s decision in accordance with California Code of Civil Procedure section 1094.6 that provides a ninety (90) day statute of limitations.
17.4 Alleged violations of City Rules, Regulations, and Policies
If an employee, group of employees or the Association (grievant) believes there has been a violation, misapplication or misinterpretation of a City rule, regulation or policy, the grievant may, file a grievance within ten (10) calendar days of the alleged violat ion, misapplication or misinterpretation or when the grievant knew or should have reasonably become aware of the facts giving rise to the grievance. The parties may mutually agree to extend the timeline to file a grievance per this section.
Such a grievance should be filed with the Executive Director of Human Resources or designee. The grievant may request a meeting with either the Chief of Police or City Manager (depending on who made decision) . The decision of Chief of Police or City Manager’s shall be final.
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62 ARTICLE XVIII
18.0 DUES DEDUCTION AND INDEMNIFICATION
18.1 Dues Deduction. The City shall deduct dues, on a regular basis, from the pay of all employees recognized to be represented by the Association, who voluntarily authorize such deduction, in writing, on a form to be provided for this purpose by the City. The City shall remit such funds to the Association within thirty (30) days following their deduction.
18.2 Indemnification. The Association agrees to hold the City harmless and indemnify the City against any claims, causes of actions, or lawsuits instituted by a member or members of the Association arising out of the deductions or transmittal or such funds to the Association, except the intentional failure of the City to transmit, to the Association, monies deducted from the employees pursuant to this Article.
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63 ARTICLE XIX
19.0 CITY RIGHTS
19.1 The City reserves, retains, and is vested with, solely and exclusively, all rights of Management which have not been expressly abridged by specific provision of this MOU or by law to manage the City, as such rights existed prior to the execution of this MOU .
The sole and exclusive rights of Management, as they are not abridged by this MOU or by law, shall include but not be limited to the following rights:
A. To manage the City generally and to determine the issues of policy.
B. To determine the necessity of organization of any service or activity conducted by the City and expand or diminish services.
C. To determine the nature, manner, means, and technology, and extent of services to be provided to the public.
D. To determine methods of financing.
E. To determine types of equipment or technology to be used.
F. To determine and/or change the facilities, methods, technology, means, and size of the work force by which the City operations are to be conducted.
G. To determine and change the number of locations, relocations, and types of operations, processes, and materials to be used in carrying out all City functions including, but not limited to, the right to contract for or subcontract any work or operation of the City.
H. To assign work to and schedule employees in accordance with requirements as determined by the City, and to establish and change work schedules and assignments.
I. To relieve employees from duties for lack of work or similar non- disciplinary reason, subject to the provisions of the City Charter, Municipal Code, federal and state law and this MOU.
J. To establish and modify productivity and performance programs and standards.
K. To discharge, suspend, demote, or otherwise discipline employees for proper cause in accordance with the provisions and procedures set forth in the City Charter and Santa Ana Municipal Code.
L. To determine job classifications and to reclassify employees as well as to determine minimum qualifications for entry level classifications.
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64 M. To hire, transfer, promote, and demote employees for non -disciplinary reasons in accordance with this MOU.
N. To determine policies, procedures, and standards for selection, training, and promotion of employees.
O. To establish employee performance standards including, but not limited to, quality and quantity standards and to require compliance therewith.
P. To maintain order and efficiency in its facilities and operations.
Q. To establish and promulgate and/or modify rules and regulations to maintain order and safety in the City which are not in contravention with this MOU.
R. To take any and all necessary action to carry out the mission of the City.
19.2 Except in emergencies, or where the City is required to make changes in its operations because of the requirements of law, whenever the contemplated exercise of Management's rights shall impact on a significant number of employees of the bargaining unit, t he City agrees to meet and confer in good faith with representatives of the Association regarding the impact of the contemplated exercise of such rights prior to exercising such rights, unless the matter of the exercise of such rights is provided for in the MOU.
The City and Association agree that upon the expiration of this MOU and during the good faith negotiations for a subsequent contract, salary and benefits shall continue at the then current rate.
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65 ARTICLE XX
20.0 STRIKES AND WORK STOPPAGES
20.1 Prohibited Conduct.
A. The Association, its officers, agents, representatives, and/or members agree that during the term of this MOU, they will not cause or condone any unlawful strike, walkout, slowdown, sick -out or any other unlawful job action by withholding or refusing to perform services.
B. Any employee who participates in any conduct prohibited in Subsection A above shall be subject to suspension, demotion or dismissal by the appointing authority.
C. In addition to any other lawful remedies or disciplinary actions available to the City, if the Association fails, in good faith, to perform all responsibilities listed below in Section 20.2, Association Responsibility, the City may suspend any and all rights and privileges, accorded to the Association in this MOU, including but not limited to suspension of the Grievance Review Procedure and dues deduction.
20.2 Association Responsibility . In the event that the Association, its officers, agents, representatives, or members engage in any of the conduct prohibited in Section 20.1(A) of this Article, Prohibited Conduct, the Association shall immediately instruct any persons engaging in such conduct that their conduct is in violation of this MOU and unlawful, and they must immediately cease engaging in conduct prohibited in said Section 20.1(A) , and return to work.
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66 ARTICLE XXI
21.0 LAYOFFS
21.1 All layoffs within the competitive service occasioned by abolishment of a position, the combination of duties of two (2) or more positions, or the reduction in numbers of employees in a given class, shall be governed by seniority in the class. Reemployment shall be in reverse order of layoff.
21.2 Any promotional probationary employee laid off under these procedures who held permanent status in a lower class shall retain seniority rights in the previously held classification provided that it is still listed in the City's current basic classification and compensation plan.
21.3 Any permanent, full -time employee laid off under the above provisions may reque st a demotion to a position in a lower class provided they meets reasonably related qualifications required for placement in the class and the position is vacant.
21.4 In lieu of layoff, an employee may elect to work in a lower level classification, in which they has served, providing that classification is within the same job family/career ladder.
In that event, the employee’s length of service in the next lower classification will be added to their length of service in the affected classification, and said combined seniority shall be used to bump down into the next lower classification. This method of combining seniority shall be applied to subsequent lower classifications.
21.5 For positions that were advertised in the Police Department as “open and promotional” or “promotional only” which are open to Police Department employees only, there will be created a “job ladder” such that those employees in positions to be e liminated through layoff shall be entitled to return to the POA job classification in the Police Department from which they promoted, “bumping” any employee in that job class with less cumulative years of service in that job class than the bumping employee had in that job class prior to promotion.
21.6 Notice of Service. On request, a laid off employee shall receive a statement certifying that their services have been satisfactory. Layoff shall not be used in lieu of a disciplinary dismissal.
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67 ARTICLE XXII
22.0 SOLE AND ENTIRE AGREEMENT
22.1 It is the intent of the parties hereto that the provisions of this MOU shall supersede all prior agreements and memoranda of agreement, or memoranda of understanding, or contrary salary and/or personnel rules and regulations or administrative codes, provisions of the City, oral and written, expressed or implied, between the parties, and shall govern the entire relationship and shall be the sole source of any and all rights which may be asserted hereunder. This MOU is not intended to conflict with federal or state law or the City Charter.
22.2 The City will continue to administer its employee relations and its personnel policies and procedures in accordance with duly -adopted ordinances and resolutions, and the affected employees will continue to be governed thereby during the term of this MOU.
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68 ARTICLE XXIII
23.0 WAIVER OF BARGAINING DURING THE TERM OF THIS MOU
23.1 During the term of this MOU, the parties mutually agree that they will not seek to negotiate or bargain with regard to wages, hours, and terms and conditions of employment, whether or not covered by the MOU or in the negotiations leading thereto, unless required by specific provisions of this MOU, and irrespective of whether or not such matters were discussed or were even within the contemplation of the parties hereto during the negotiations leading to this MOU. Regardless of the waiver contained in this Article, the parties may, however, by mutual agreement, in writing, agree to meet and confer about any matter during the term of this MOU.
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69 ARTICLE XXIV
24.0 SEPARABILITY PROVISION
24.1 Should any provision of this MOU be found to be inoperative, void, or invalid by a court of competent jurisdiction, all other provisions of this MOU shall remain in full force and effect for the duration of this MOU, provided that if any such affected provisions invalidate or void any benefits of employees covered hereunder, the parties shall forthwith commence negotiations to discuss the impact of the invalidation.
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70 ARTICLE XXV
25.0 TERM OF MOU
25.1 The term of this MOU shall be from January 1, 2024 through June 30, 2027.
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72 This MOU has been ratified by the membership of the Santa Ana Police Officers Association.
SANTA ANA POLICE
OFFICERS ASSOCIATION
Dated: _____________________ By: _______________________ John Kachirisky
PRESIDENT
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73 EXHIBIT A
MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JANUARY 1, 2024 TO JULY 13, 2024
SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Police Officer 03200 8,153 8,560 8,989 9,439 9,911
Police Sergeant 03300 10,059 10,562 11,090 11,644 12,227
NON-SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Animal Service Officer I 03920 5,765 6,053 6,357 6,674 7,008 Animal Service Officer II 03930 6,674 7,008 7,359 7,726 8,112 Background Investigator 06170 6,203 6,514 6,838 7,180 7,540 Communications Services Officer 07660 5,627 5,908 6,203 6,514 6,838 Correctional Officer 00310 6,203 6,514 6,838 7,180 7,540 Correctional Supervisor 00370 7,880 8,274 8,688 9,123 9,579 Crime Research Aide 03995 6,546 6,872 7,215 7,576 7,956 Crime Research Analyst 03990 7,431 7,803 8,194 8,603 9,033 Emergency Operations Coordinator 02705 8,688 9,123 9,579 10,059 10,562 Firearms Examiner 07600 8,153 8,560 8,989 9,439 9,911
Forensic Services Supervisor 01360 9,485 9,960 10,458 10,981 11,530 Forensic Specialist I 03970 6,546 6,872 7,215 7,576 7,956 Forensic Specialist II 03980 7,180 7,540 7,918 8,314 8,730 Parking Control Officer 03900 4,857 5,103 5,359 5,627 5,908 Police Athletic / Activities League
Assistant Director
03600 5,599 5,879 6,173 6,482 6,805
Police Communications Supervisor 06180 7,726 8,112 8,518 8,945 9,393 Police Community Services
Specialist
00780 6,203 6,514 6,838 7,180 7,540
Police Evidence and Supply
Specialist
00799 5,709 5,995 6,295 6,610 6,940
Police Evidence and Supply
Supervisor
00801 6,295 6,610 6,940 7,287 7,650
Police Investigative Specialist 00790 6,203 6,514 6,838 7,180 7,540 Police Photo / Video Specialist 01100 6,053 6,357 6,674 7,008 7,359 Police Property and Evidence
Supervisor
00800 6,295 6,610 6,940 7,287 7,650
Police Recruit 03870 6,482 6,805 7,145 7,504 7,880
Police Service Officer 03800 5,627 5,908 6,203 6,514 6,838 Police Services Dispatcher 03680 6,357 6,674 7,008 7,359 7,726 Rangemaster 03820 5,627 5,908 6,203 6,514 6,838
Senior Parking Control Officer 01270 5,359 5,627 5,908 6,203 6,514 Traffic Services Specialist 00860 6,203 6,514 6,838 7,180 7,540
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74 MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 14, 2024 TO JULY 12, 2025
SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Police Officer 03200 8,479 8,902 9,349 9,817 10,307
Police Sergeant 03300 10,461 10,984 11,534 12,110 12,716
NON-SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Animal Service Officer I 03920 5,996 6,295 6,611 6,941 7,288 Animal Service Officer II 03930 6,941 7,288 7,653 8,035 8,436 Background Investigator 06170 6,451 6,775 7,112 7,467 7,842 Communications Services Officer 07660 5,852 6,144 6,451 6,775 7,112 Correctional Officer 00310 6,451 6,775 7,112 7,467 7,842 Correctional Supervisor 00370 8,195 8,605 9,036 9,488 9,962 Crime Research Aide 03995 6,808 7,147 7,504 7,879 8,274 Crime Research Analyst 03990 7,728 8,115 8,522 8,947 9,394 Emergency Operations Coordinator 02705 9,036 9,488 9,962 10,461 10,984 Firearms Examiner 07600 8,479 8,902 9,349 9,817 10,307
Forensic Services Supervisor 01360 9,864 10,358 10,876 11,420 11,991 Forensic Specialist I 03970 6,808 7,147 7,504 7,879 8,274 Forensic Specialist II 03980 7,467 7,842 8,235 8,647 9,079 Parking Control Officer 03900 5,051 5,307 5,573 5,852 6,144 Police Athletic / Activities League
Assistant Director
03600 5,823 6,114 6,420 6,741 7,077
Police Communications Supervisor 06180 8,035 8,436 8,859 9,303 9,769 Police Community Services
Specialist
00780 6,451 6,775 7,112 7,467 7,842
Police Evidence and Supply
Specialist
00799 5,937 6,235 6,547 6,874 7,218
Police Evidence and Supply
Supervisor
00801 6,547 6,874 7,218 7,578 7,956
Police Investigative Specialist 00790 6,451 6,775 7,112 7,467 7,842 Police Photo / Video Specialist 01100 6,295 6,611 6,941 7,288 7,653 Police Property and Evidence
Supervisor
00800 6,547 6,874 7,218 7,578 7,956
Police Recruit 03870 6,741 7,077 7,431 7,804 8,195
Police Service Officer 03800 5,852 6,144 6,451 6,775 7,112 Police Services Dispatcher 03680 6,611 6,941 7,288 7,653 8,035 Rangemaster 03820 5,852 6,144 6,451 6,775 7,112
Senior Parking Control Officer 01270 5,573 5,852 6,144 6,451 6,775 Traffic Services Specialist 00860 6,451 6,775 7,112 7,467 7,842
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75 MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 13, 2025 TO JULY 11, 2026
SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Police Officer 03200 8,818 9,258 9,723 10,210 10,719
Police Sergeant 03300 10,879 11,423 11,995 12,594 13,225
NON-SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Animal Service Officer I 03920 6,236 6,547 6,875 7,219 7,580 Animal Service Officer II 03930 7,219 7,580 7,959 8,356 8,773 Background Investigator 06170 6,709 7,046 7,396 7,766 8,156 Communications Services Officer 07660 6,086 6,390 6,709 7,046 7,396 Correctional Officer 00310 6,709 7,046 7,396 7,766 8,156 Correctional Supervisor 00370 8,523 8,949 9,397 9,868 10,360 Crime Research Aide 03995 7,080 7,433 7,804 8,194 8,605 Crime Research Analyst 03990 8,037 8,440 8,863 9,305 9,770 Emergency Operations Coordinator 02705 9,397 9,868 10,360 10,879 11,423 Firearms Examiner 07600 8,818 9,258 9,723 10,210 10,719 Forensic Services Supervisor 01360 10,259 10,772 11,311 11,877 12,471 Forensic Specialist I 03970 7,080 7,433 7,804 8,194 8,605 Forensic Specialist II 03980 7,766 8,156 8,564 8,993 9,442 Parking Control Officer 03900 5,253 5,519 5,796 6,086 6,390 Police Athletic / Activities League
Assistant Director
03600 6,056 6,359 6,677 7,011 7,360
Police Communications Supervisor 06180 8,356 8,773 9,213 9,675 10,160 Police Community Services
Specialist
00780 6,709 7,046 7,396 7,766 8,156
Police Evidence and Supply
Specialist
00799 6,174 6,484 6,809 7,149 7,507
Police Evidence and Supply
Supervisor
00801 6,809 7,149 7,507 7,881 8,274
Police Investigative Specialist 00790 6,709 7,046 7,396 7,766 8,156 Police Photo / Video Specialist 01100 6,547 6,875 7,219 7,580 7,959 Police Property and Evidence
Supervisor
00800 6,809 7,149 7,507 7,881 8,274
Police Recruit 03870 7,011 7,360 7,728 8,116 8,523
Police Service Officer 03800 6,086 6,390 6,709 7,046 7,396 Police Services Dispatcher 03680 6,875 7,219 7,580 7,959 8,356 Rangemaster 03820 6,086 6,390 6,709 7,046 7,396
Senior Parking Control Officer 01270 5,796 6,086 6,390 6,709 7,046 Traffic Services Specialist 00860 6,709 7,046 7,396 7,766 8,156
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76 MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 12, 2026
SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Police Officer 03200 9,171 9,628 10,112 10,618 11,148
Police Sergeant 03300 11,314 11,880 12,475 13,098 13,754
NON-SWORN CLASSIFICATIONS
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Animal Service Officer I 03920 6,485 6,809 7,150 7,508 7,883 Animal Service Officer II 03930 7,508 7,883 8,277 8,690 9,124 Background Investigator 06170 6,977 7,328 7,692 8,077 8,482 Communications Services Officer 07660 6,329 6,646 6,977 7,328 7,692 Correctional Officer 00310 6,977 7,328 7,692 8,077 8,482 Correctional Supervisor 00370 8,864 9,307 9,773 10,263 10,774 Crime Research Aide 03995 7,363 7,730 8,116 8,522 8,949 Crime Research Analyst 03990 8,358 8,778 9,218 9,677 10,161 Emergency Operations Coordinator 02705 9,773 10,263 10,774 11,314 11,880 Firearms Examiner 07600 9,171 9,628 10,112 10,618 11,148 Forensic Services Supervisor 01360 10,669 11,203 11,763 12,352 12,970 Forensic Specialist I 03970 7,363 7,730 8,116 8,522 8,949 Forensic Specialist II 03980 8,077 8,482 8,907 9,353 9,820 Parking Control Officer 03900 5,463 5,740 6,028 6,329 6,646 Police Athletic / Activities League
Assistant Director
03600 6,298 6,613 6,944 7,291 7,654
Police Communications Supervisor 06180 8,690 9,124 9,582 10,062 10,566 Police Community Services
Specialist
00780 6,977 7,328 7,692 8,077 8,482
Police Evidence and Supply
Specialist
00799 6,421 6,743 7,081 7,435 7,807
Police Evidence and Supply
Supervisor
00801 7,081 7,435 7,807 8,196 8,605
Police Investigative Specialist 00790 6,977 7,328 7,692 8,077 8,482 Police Photo / Video Specialist 01100 6,809 7,150 7,508 7,883 8,277 Police Property and Evidence
Supervisor
00800 7,081 7,435 7,807 8,196 8,605
Police Recruit 03870 7,291 7,654 8,037 8,441 8,864
Police Service Officer 03800 6,329 6,646 6,977 7,328 7,692 Police Services Dispatcher 03680 7,150 7,508 7,883 8,277 8,690 Rangemaster 03820 6,329 6,646 6,977 7,328 7,692
Senior Parking Control Officer 01270 6,028 6,329 6,646 6,977 7,328 Traffic Services Specialist 00860 6,977 7,328 7,692 8,077 8,482
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77 EXHIBIT B
UNIFORM ALLOWANCE BY CLASSIFICATION
Job Title Rounded to .10
POA-NS Animal Services Officer I $ 27.50 POA-NS Animal Services Officer II $ 27.50 POA-NS Communications Services Officer $ 28.40 POA-NS Correctional Officer $ 27.50 POA-NS Correctional Supervisor $ 27.50 POA-NS Forensic Specialist I $ 27.50 POA-NS Forensic Specialist II $ 27.50 POA-NS Forensic Specialist Supervisor $ 27.50 POA-NS Parking Control Officer $ 27.50 POA-NS Police Communications Supervisor $ 27.50 POA-NS Police Community Services Specialist $ 27.50 POA-NS Police Evidence & Supply Specialist $ 27.50 POA-NS Police Evidence & Supply Supervisor $ 27.50 POA-NS Police Investigative Specialist $ 27.50 POA-SWORN Police Officer $ 27.50 POA-SWORN Police Officer (with Motor Officer Premium) $ 38.60 POA-NS Police Property & Evidence Supervisor $ 28.40 POA-NS Police Recruit $ 27.50
POA-SWORN Police Sergeant $ 27.50 POA-SWORN Police Sergeant (with Motor Officer Premium) $ 38.60 POA-NS Police Service Officer $ 27.50 POA-NS Police Services Dispatcher $ 28.40 POA-NS Senior Parking Control Officer $ 27.50 POA-NS Traffic Services Specialist $ 27.50
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78 EXHIBIT C
HEALTH PLAN AGREEMENT
by and between
The City of Santa Ana
and
The Santa Ana Police Officers Association
IN CONSIDERATION OF the mutual covenants, promises, and conditions set forth herein below and pursuant to Article XII of the Parties’ 2024-2027 Memorandum of Understanding (“MOU”), the City of Santa Ana (“City”) and Santa Ana Police Officers Association (“Association”) agree as follows:
1. The term of this Agreement shall begin on January 1, 2024.
2. Employees’ required contributions towards health plan premiums shall be determined by the Association. To the extent that the Affordable Care Act (“ACA”) is still the law, such employee contribution must fall below such threshold in order to meet the ACA’s affordability threshold under the Federal Poverty Line Safe Harbor. This means that the employee’s required contribution toward premiums for the lowest cost plan that offers minimum essential coverage shall not exceed nine and twelve hundredths percent (8.39%) (or the applicable percentage set by the ACA for the year) of the monthly Federal Poverty Line for a single individual that is in effect during the six (6) months prior to the start of the plan year (For example, in 2024, the monthly Federal Poverty Li ne for a single individual is one thousand two hundred fourteen dollars and ninety cents ($1,214.90); eight and thirty-nine one hundredths percent (8.39%) of one thousand two hundred and fourteen dollars and ninety cents ($1,214.90) is one hundred and one dollars and ninety-three cents ($101.93). This means that an employee’s required contribution toward the lowest cost plan for 2024 must not exceed one hundred and one dollars and ninety -three cents ($101.93). For employees who are on approved Family Leav e pursuant to applicable law, the Association shall continue to pay health insurance premiums to the same extent the City would be required under applicable law or as long as the employee is considered full- time for Internal Revenue Service’s (“IRS”) ACA reporting by the City.
3. The City shall contribute to the Association medical insurance trust fund the following amounts for provision and administration of health and related benefits:
The City shall contribute toward health benefits (including medical, dental, and long-term disability insurance benefits) one thousand five hundred seventy-five dollars ($1,575) per month for each actively employed enrollee member of the bargaining unit. a. Employees are not entitled to cash out any of the one thousand five hundred seventy-five dollars ($1,575) per month.
b. The Association shall ensure that for purposes of the ACA’s affordability determination, the portion of the one thousand five hundred seventy -five dollars ($1,575) that makes the lowest cost plan affordable under the Federal Poverty Line
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79 Safe Harbor is applied only to health premiums and cannot be applied to other insurance.
4. The Association shall maintain a medical insurance trust fund for the sole purpose of providing and administering health/dental/long -term disability benefit plans, which may include medical prescriptions, vision care, and/or long-term disability insurance, (“Health Benefit Plans”), for employees in the bargaining unit. Said medical insurance trust fund shall be administered by medical insurance trustee(s) designated by Association. Funds in said medical insurance trust shall not be co -mingled with other Association funds. It is intended that the administration of the Health Benefit Plans by the trust fund shall not survive the expiration of this Agreement without mutual written consent of the Parties.
5. Beginning with the calendar year ending December 31, 2023 and every year thereafter, the City shall reduce future monthly contributions towards health benefits for any excess fund balance being held in the Trust as of December 31. “Excess fund balance” shall be defined as any amount that exceeds four (4) times the total insurance premiums minus the employee's share of the premium contribution paid for the month of December for the year just ended. The amount of the “excess fund balance” shall be determined following completion of an annual audit conducted by auditors that are agreed to by the City and the Association of the Association Medical Insurance Trust. Once the “excess fund balance” is determined for the prior calendar year, the City shall reduce its monthly contribution for the next six (6) months by one -sixth (1/6) of the “excess fund balance”. The application of these reductions for “excess fund balance” will begin to occur thirty (30) days after completion of the final audit report (e.g., if the determination of the “excess fund balance” occurs in February, then starting in March).
6. Health Benefit Plans provided through the medical insurance trust fund shall be made available by the Association to all employees in the bargaining unit. Employees must sign a written authorization for deductions. Annual predetermined rate increases shall be automatically adjusted with the approval of the Association, without a requirement for new payroll deduction forms.
7. The level of benefits for each type of plan shall be substantially similar to those provided to employees not represented by the Association under the Public Employees’ Medical & Hospital Care Act (“PEMHCA”) that governs the California Public Employees’ Retirement System (“CalPERS”) Health Insurance programs during the twelve (12) month period immediately preceding this Agreement.
8. Health Benefit Plans must receive prior approval from the Executive Director of Human Resources or designee whose approval shall not be unreasonably withheld. Group policies must be designated as such in the California Insurance Code and issuance must be lawful in this state. The Association shall offer health plans that constitute minimum essential coverage and provide minimum value under the ACA’s employer shared responsibility provisions. The Association shall not offer reimbursement of premiums for health coverage obtained through Covered California, as this constitutes an impermissible employer payment plan under the ACA.
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80 9. All costs of providing and administering the Health Benefit Plans shall be the sole responsibility of the Association. The City shall not be responsible for any cost of providing or administering said plans in excess of the amounts specified in this Agreement. The use of City contributions to cover the administrative costs of the program shall not exceed fifty thousand dollars ($50,000) during calendar year 2023. Each calendar year thereafter, the maximum amount of administrative costs funded using City contributions will be adjusted by the annual percentage change in the Medical Care Services Consumer Price Index (“CPI”) for all urban consumers as of November for the preceding year (i.e., the 2024 administrative fee will be adjusted by the annual change in CPI between November 2022 and November 2023). Administrative costs are defined as costs incurred as a result of administering said plans exclusive of premium payments. The City shall continue to take deductions from employees’ pre -taxed earnings in accordance with Article XII of the parties’ 2024-2027 Memorandum of Understanding.
10. The Association will be responsible for ensuring that best investment practices shall be used in accordance with applicable laws and regulations when investing the Trust’s funds.
11. The Association will be responsible for all accounting practices relating to the disbursement of all trust funds. Accounting practices will be in accordance with industry standards.
12. Upon completion of the annual audit, the Association shall provide the City with a copy of the annual audit within thirty (30) days of the report’s issuance. The annual audit report shall include actual cost of Health Benefit Plan premiums, total amount of contributed funds spent on all plans, and details of how all remaining contributed funds are spent or administered. As used in this Agreement, “remaining contributed funds” means any part of the City’s contribution that has not been spent on health benefit premiums. All books and records related to the administration and provision of such plans shall be available to audit and/or inspection by the City upon request and a thirty (30)-day notice.
13. All regular and probationary full -time employees in classifications represented by the Association and members of the Associ ation shall be eligible and offered an opportunity to enroll in the Association plan options. No employee shall be eligible for City-provided Health Benefit Plans unless they are not a member of the Association.
14. The Association shall have an open enrollment at least once a year.
15. The waiting period for Health Benefit Plan coverage may not exceed sixty (60) days.
16. The Association may not terminate its Health Benefit Plans during the term of this Agreement. If the Association or health provider terminates Health Benefit Plan coverage, the City will terminate its contribution for the medical benefit trust fund thirty (30) days prior to plan termination unless the Association provides a suitable replacement plan approved by the Executive Director of Human Resources or designee whose approval shall not be unreasonably withheld.
17. Employees eligible for coverage under an Association plan as a result of change of City representation unit shall be enrolled without regard to pre-existing conditions of illness or
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81 injury for plan benefits for themselves and their enrolled dependents. Employees eligible for coverage under a City health plan as a result of change of City representation unit shall be enrolled without regard to pre -existing conditions of illness or injury f or plan benefits for themselves and their enrolled dependents.
18. In the administration and provision of health care plans, the Association shall comply with COBRA, HIPAA, ACA, and all other applicable state and federal laws and regulations to the same extent the City would be required to comply.
19. Association shall comply with all laws applicable to health and welfare benefit, and/or medical or similar benefit, trust funds and the administration and management thereof.
20. The Association shall take all steps neces sary to ensure the confidentiality of Health Benefit Plan user information.
21. Except as provided below, plan eligibility shall terminate at the end of the calendar month in which any of the following occur:
a. Employee terminates. However, this will not interfere with a former employee’s right to continue insurance coverage at their option as provided for under law.
b. Change of bargaining unit.
c. Disenrollment of a dependent (for the dependent).
However, upon any of the above occurrences, if the employee would still be reported to the IRS as full-time under the ACA, then that employee’s Plan eligibility shall continue until the end of the stability period as reported by the City, or until coverage by the new City representation unit begins, whichever comes first.
22. The provisions of this Agreement shall not be subject to the grievance and arbitration provisions of the Parties’ separate Memorandum of Understanding.
23. The Association shall defend, indemnify and hold the City harmless from any claims or legal action arising out of, or in any way related to, Health Benefit Plans administered and/or provided pursuant to this Agreement, including any IRS penalties assessed as a result of the ACA’s employer shared responsibility provisions. This obligation shall not arise with respect to any claim or legal action brought by Association or employees concerning coverage overlap between the respective City and Association plans.
24. This Agreement is the entire, integrated agreement with respect to the subject matter hereof, and supersedes all prior and contemporaneous oral and written agreements and discussions. The Parties also agree that no modification of this Agreement shall be valid unless it is in writing and signed by all of the Parties to this Agreement.
25. This Agreement shall not be construed in favor or against any party, regardless of which party drafted or participated in the drafting of its terms.
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82 26. The parties agree to reopen negotiations if any of the following occurs:
a. If changes to the ACA occur which modify this Agreement, including additions or potential repeal;
b. If there are other legislative changes that modify this Agreement.
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Resolution 2024-XXX
RESOLUTION NO. 2024-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA TO EFFECT CERTAIN CHANGES TO THE CITY’S
CLASSIFICATION AND COMPENSATION PLAN
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines , and declares as follows:
A. Section 1004 of the City Charter of the City of Santa Ana requires the City Manager to prepare, install, and maintain a position classification and pay plan subject to civil service rules and regulations and the approval of the City Council.
B. It is the City of Santa Ana ’s practice to assign job titles that reflect the duties and responsibilities of the classification and are consistent with other classifications within the City’s organizational structure, as well as comparable job titles in the labor market, while maintaining internal pay equity relationships and attracting and retaining qualified candidates.
C. The City Council regularly amends the City of Santa Ana ’s classification and compensation plan for all full -time and part-time classifications of officers and employees of the City.
D. Upon City Council adoption of the January 1, 202 4 through June 30, 202 7 Memorandum of Understanding (“MOU”) between the City of Santa Ana and the Police Officers Association (“POA”) on June 18, 2024, the Police Sergeant classification received a four percent (4%) wage increase effective July 14, 2024.
E. In order to ensure that the compensation of the Police Lieutenant (RM) and Police Captain (RM) classifications remain in compliance with Se ctions
4.3(A)(4) and 4.3(C) of the January 1, 2022 through June 30, 2025 MOU between the City of Santa Ana and the Santa Ana Police Management Association (“PMA”) and including a PMA MOU three percent ( 3%) salary increase effective July 14, 2024, it is necessary to increase the compensation for the Police Lieutenant (RM) and Police Captain (RM) classifications effective July 14, 2024.
F. It is now desired to amend the City of Santa Ana’s classification and compensation plan.
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Resolution 2024-XXX
G. The amended Salary Schedule for the Police Lieutenant (RM) and Police Captain (RM) sworn classifications effective July 14, 2024 through the duration of the January 1, 2022 through June 30, 2025 PMA MOU is included in Exhibit A of this resolution.
Section 2. The City Council of the City of Santa Ana amends the City’s classification and compensation plan as follows:
A. Change the compensation of the following classifications effective July 14, 2024:
UNIT JOB TITLE BASIS STEP RATE
FROM PMA Police Captain (RM) Monthly
A $17,485
B $18,359
C $19,277
D $20,242
E $21,254
TO PMA Police Captain (RM) Monthly
A $17,660
B $18,543
C $19,470
D $20,444
E $21,467
UNIT JOB TITLE BASIS STEP RATE
FROM PMA Police Lieutenant (RM) Monthly
A $14,943
B $15,691
C $16,475
D $17,298
E $18,162
TO PMA Police Lieutenant (RM) Monthly
A $15,092
B $15,848
C $16,640
D $17,471
E $18,344
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Resolution 2024-XXX
Section 3. This r esolution is to be operative from and after the date in which it is adopted.
ADOPTED this 18th day of June 2024.
___________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By: __________________
Laura A. Rossini
Chief Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk, do hereby attest to and certify the attached Resolution No. 2024- ___ to be the original resolution adopted by the City Council of the City of Santa Ana on June 18, 2024.
Date: ___________________ ____________________________ Jennifer Hall
City Clerk
City of Santa Ana
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Resolution 2024-XXX
EXHIBIT A
SANTA ANA POLICE MANAGEMENT ASSOCIATION
SWORN CLASSIFICATIONS
REVISED JUNE 18, 2024
MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 14, 2024
JOB TITLE
JOB
CODE STEP A STEP B STEP C STEP D STEP E
Police Captain (RM) 03360 17,660 18,543 19,470 20,444 21,467 Police Lieutenant (RM) 03350 15,092 15,848 16,640 17,471 18,344
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Public Works Agency
www.santa-ana.org/public-works
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 18, 2024
TOPIC: Ceremonial Street Naming of Virginia and William Guzman Way
AGENDA TITLE
Adopt a Resolution Authorizing Ceremonial Street Naming of Virginia and William Guzman Way (General Fund)
RECOMMENDED ACTION
1. Adopt a resolution authorizing the Ceremonial Street Naming of Virginia and William Guzman Way along Santa Ana Boulevard from Pacific Avenue to Forest Avenue.
RESOLUTION NO. 2024-XXX entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA DIRECTING AND AUTHORIZING A CEREMONIAL
STREET NAME OF VIRGINIA AND WILLIAM GUZMAN WAY ALONG SANTA ANA
BOULEVARD FROM PACIFIC AVENUE TO FOREST AVENUE
2. Direct Staff to install two ceremonial street signs along Santa Ana Boulevard at the intersection of Pacific Avenue and Forest Avenue.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
On August 2, 2022, City Council adopted Ordinance No. NS-3024 and subsequently on June 6, 2023, adopted Ordinance NS-3042, amending the language to restrict the number of signs to two when recognizing the outstanding individuals who have made a significant impact on their communities through the commemorative or honorary naming of streets or intersections.
In accordance with Ordinance NS-3042, Councilmember Hernandez initiated a request to honor Virginia and William Guzman (Guzmans) as their legacy has made a profound and lasting impact on Mexican and Mexican American children in the City of Santa Ana.
Virginia Guzman attended Fremont Elementary, a school designated solely for Mexican students, during a time when educational authorities in Orange County subjected children from diverse background to inadequate learning conditions. As a child, she vividly recalled her principal physically disciplining students for speaking Spanish.
These memories remained fresh in Virginia's mind when her son, Billy, anticipated
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Ceremonial Street Naming of Virginia and William Guzman Way June 18, 2024
4 3
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attending Fremont Elementary in the mid-1940s. Determined to secure a better education for her child, she approached school officials about transferring him to a superior and predominantly white school. However, her requests were met with refusal.
Undeterred, Virginia and her husband William rallied other parents in an attempt to persuade the Santa Ana School Board to dismantle the segregated school system.
When these efforts proved pointless, the Guzmans pursued legal action, filing their lawsuit against school segregation—an original move preceding similar actions by others. Despite their resolve, the lawsuit did not yield the desired outcome.
Consequently, Virginia pulled her son from public schools, enrolling him in a Catholic institution instead.
The Guzmans, along with four other families, were instrumental in the landmark case against the City of Santa Ana. The case, Mendez et al Westminster et al, unfolded in the mid-1940s and addressed discriminatory practices within the Orange County school system. Specifically, Mexican children were unfairly separated from their white counterparts and were unjustly labeled as intellectually inferior and unclean.
Virginia and William connected with parents in Westminster, El Modena, and Garden Grove and filed Mendez et al v. Westminster School District, which helped to end school segregation in California. The Mendez, et al. v. Westminster School District of Orange County, et al. (1947) case not only set a precedent for later court cases, such as Brown v. Board of Education, but also showcased the Mexican American community's leadership in fighting for their rights and winning.
The Public Works Agency, Traffic Engineering Section spoke with Virginia’s daughter Beverly Gallegos-Guzman where she shared her mother’s continued advocism later in life. After William's passing in 1978, Virginia relocated to Riverside, CA, where she spent the remainder of her life. Even in her later years, she remained an active advocate and demonstrated "her unwavering desire was to assist those in need." Upon settling in Riverside, Virginia became engaged with the Riverside County Office on Aging. She selflessly offered her own funds for gasoline to provide transportation for seniors, ensuring they could run errands and attend medical appointments.
The Ceremonial “Virginia and William Guzman Way” signs (Exhibit 1) are proposed to be installed along Santa Ana Boulvard at the intersection with Pacific Avenue to Forest Street (Exhibit 2).
The ordinance requires a resolution for the approval of the ceremonial sign (Exhibit 3).
Additionally, the ordinance allows for certain requirements, such as notice of application and program fees to be waived by majority vote of the City Council when the request is initiated by a current Council member. Approval of this resolution includes waiving the ceremonial street name installation fees in the amount not to exceed $1,562.
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Ceremonial Street Naming of Virginia and William Guzman Way June 18, 2024
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ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
The total amount of funds needed is based on the option selected by City Council. A total amount not to exceed of $1,562 is needed for the production and installation the two Ceremonial Street signs. Funds are available in Account No. 01104012-62300.
EXHIBIT(S)
1. Ceremonial Street Signs for William and Virginia Guzman
2. Signage Location Map
3. Resolution
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, Acting City Manager
Fiscal Year Accounting Unit-
Account No.
Fund
Description
Accounting Unit -
Account Description Amount
2023-24 01104012-62300 General
Fund
City Council Service
Enhanvement,
Contract Services-
Professional
$1,562
Total $1,562
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Exhibit 1
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City Council
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Resolution No. 2024-XX
RESOLUTION NO. 2024-xx
A RESOLUTON OF THE CITY COUNCIL OF THE
CITY OF SANTA ANA DIRECTING AND
AUTHORIZING A CEREMONIAL STREET NAME
OF VIRGINIA AND WILLIAM GUZMAN WAY ALONG
SANTA ANA BOULEVARD FROM PACIFIC
AVENUE TO FOREST AVENUE
WHEREAS, the City of Santa Ana (hereinafter referred to as the “City”) is a charter city and municipal corporation duly organized and existing pursuant to and under the provisions of the laws of the State of California; and
WHEREAS, on August 2, 2022, the City Council for the City of Santa Ana approved Ordinance No. NS-3024 amending Chapter 33 of the Santa Ana Municipal Code (Streets Sidewalks and Public Works) by adding Article XI enabling ceremonial naming of streets to recognize outstanding individuals or events that have made a significant impact on the community through the comm emorative or honorary naming of streets or intersections ; and
WHEREAS, on June 6, 2023, the City Council for the City of Santa Ana approved Ordinance No. NS -3042 amending the language of Chapter 33, Article XI of the City ’s Municipal Code to restrict the quantity of signs to two (2), when recognizing outstanding individuals who have made a significant impact on their community through the commemorative or honorary naming of streets or intersections; and WHEREAS, Chapter 33 , Article XI of the City’s Municipal Code, as amended, details the application process including the procedures, fees, and details for when and how said procedures and fees may be waived by the City Council; and WHEREAS, Virginia and William Guzman have made a profound and lasting impact on Mexican and Mexican American children in the City of Santa Ana due to their activism and efforts to fight discrimination and segregation; and WHEREAS, Councilmember Hernandez initiated a request to honor the legacy of Virginia and William Guzman to recognize the lasting cultural impact they and their family brought to the City of Santa Ana; and
WHEREAS, ceremonial “ Virginia and William Guzman W Y” sign toppers are proposed to be installed at the intersections of Santa Ana Boulevard at Pacific Avenue and Santa Ana Boulevard at Forest Avenue; and
WHEREAS, Chapter 33, Article XI of the City ’s Municipal Code, as amended, requires a resolution for the approval of ceremonial sign toppers; and WHEREAS, Chapter 33, Article XI of the City ’s Municipal Code, as amended, provides that certain requirements for said ceremonial street naming, such as notice of EXHIBIT 3
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Resolution No. 2024-XX
application, and all applicable fees and charges may be waived by majority vote of the City Council when the request is initiated by a current Council member; and
WHEREAS, “Virginia and William Guzman WY” is not in conflict with the public interests and welfare; and
WHEREAS, the City Council for the City of Santa, based on the significant cultural legacy established by Virginia and William Guzman for the City of Santa Ana, finds the designation of such honorary street name is warranted.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:
Section 1. The Council hereby waives the requirements of the Application process, pursuant to Santa Ana Municipal Code Section 33 -262(e), including all applicable fees and charges.
Section 2. The portion of Santa Ana Boulevard between Pacific Avenue and Forest Avenue shall receive ceremonial street sign toppers of “ Virginia and William Guzman WY.”
Section 3. The Public Works Department is hereby directed to cause the ceremonial street signs as affected by this Resolution to be fabricated and installed.
Section 4. This Resolution shall take effect immediately upon its adoption by the City Council and the City Clerk shall attest to and certify the vote adopting this Resolution.
ADOPTED this____ day of _______________ , 2024
Valerie Amezcua
Mayor
EXHIBIT 3
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Resolution No. 2024-XX
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By:
Brandon Salvatierra
Deputy City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
EXHIBIT 3
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Resolution No. 2024-XX
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, , City Clerk, do hereby attest to and certify the attached Resolution No. 2024- to be the original resolution adopted by the City Council of the City of Santa Ana on ____________________, 2024.
Date:
Jennifer L. Hall
City Clerk
EXHIBIT 3
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Public Works Agency
www.santa-ana.org/public-works
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 18, 2024
TOPIC: Ceremonial Street Naming of Warren Bussey Square
AGENDA TITLE
Adopt a Resolution Authorizing Ceremonial Street Naming of Warren Bussey Square (General Fund)
RECOMMENDED ACTION
1. Adopt a resolution authorizing the Ceremonial Street Naming of Warren Bussey Square at the intersection of Pacific Avenue and Walnut Street.
RESOLUTION NO. 2024-XXX entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA DIRECTING AND AUTHORIZING A CEREMONIAL
STREET NAME OF WARREN BUSSEY SQUARE AT THE INTERSECTION OF
PACIFIC AVENUE AND WALNUT STREET
2. Direct Staff to install two ceremonial street signs at the intersections of Pacific Avenue and Walnut Street.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
On August 2, 2022, City Council adopted Ordinance No. NS-3024 and subsequently on June 6, 2023, adopted Ordinance NS-3042, amending the language to restrict the number of signs to two when recognizing the outstanding individuals who have made a significant impact on their communities through the commemorative or honorary naming of streets or intersections.
In accordance with Ordinance NS-3042, Councilmember Hernandez initiated a request to honor Warren Bussey as his legacy has made a profound and lasting impact on the lives of youth and elders in the City of Santa Ana.
Mr. Warren Bussey was born in a small town in Bobo, Texas, on November 21, 1913.
He was one of eight boys and four girls, raised in a tightly-knit family within a caring community. Growing up, Mr. Bussey quickly learned the value of hard work, often pitching in to support his family from an early age. These early lessons instilled in him a
City Council
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Ceremonial Street Naming of Warren Bussey Square
June 18, 2024
4 3
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strong work ethic, shaping him into the ambitious business owner he would later become.
During World War II, Mr. Bussey served his country and was stationed in Victorville, California, in 1944 and was honorably discharged in 1946. In 1948, he embarked on his entrepreneurial journey, establishing his janitorial service under the banner of Bussey Maintenance in Fullerton, CA. Through unwavering dedication and persistence, his business succeeded, expanding its reach from Orange to Los Angeles County.
In 1951, Warren Bussey crossed paths with the love of his life, Maime Ebla, with whom he shared a loving marriage for over three decades until her passing in 1982. During their marriage, the Busseys diversified their business ventures by opening the first black business in Santa Ana, CA, a soul food café, in 1955. Although business initially commenced slowly, Mr. Bussey continued to sustain his maintenance company to provide support for his wife.
In 1957, Warren Bussey attained the valued status of Master Mason, becoming one of the four charter members of the Wiley L. Kimbrough (WLK) Lodge #91 in Santa Ana, California. Mr. Bussey emerged as a pillar of the community, assuming the role of a father figure to countless Masons who joined the WLK lodge over the years. In recognition of his commitment, he was granted a 50-year membership pen in Masonry in 2007. Seven years later, in 2014, he was granted the title of Honorary Past Master of the WLK Lodge of Santa Ana. His highest achievement came in 2015 when he was elevated to the valued rank of 33 Degree Scottish Rite Mason—an accomplishment he held dear to his heart.
Warren Bussey stands as a respected figure within Orange County, embodying the essence of a true leader in Santa Ana. At 103 years old, he continued to serve as an active member of the WLK Lodge, inspiring generations with his unwavering dedication to community service. His presence was cherished at the annual Black History Parade in Downtown Anaheim every February, where he captivated audiences with his youthful spirit and infectious enthusiasm, reminding everyone that age is merely a number. Mr.
Warren Bussey passed away at the age of 108 on May 9, 2022.
The Ceremonial “Warren Bussey” signs (Exhibit 1) are proposed to be installed at the intersection of Pacific Avenue and Walnut Street (Exhibit 2).
The ordinance requires a resolution for the approval of the ceremonial sign (Exhibit 3).
Additionally, the ordinance allows for certain requirements, such as notice of application and program fees to be waived by majority vote of the City Council when the request is initiated by a current Council Member. Approval of this resolution includes waiving the ceremonial street name installation fees in the amount not to exceed $1,562.
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Ceremonial Street Naming of Warren Bussey Square
June 18, 2024
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ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
The total amount of funds needed is based on the option selected by City Council. A total amount not to exceed of $1,562 is needed for the production and installation the two Ceremonial Street signs. Funds are available in Account No. 01104012-62300.
EXHIBIT(S)
1. Ceremonial Street Signs for William and Virginia Guzman
2. Signage Location Map
3. Resolution
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, Acting City Manager
Fiscal Year Accounting Unit-
Account No.
Fund
Description
Accounting Unit -
Account
Description
Amount
2023-24 01104012-62300 General
Fund
City Council
Service
Enghancement
Contract Services-
Professional
$1,562
Total $1,562
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EXHIBIT 1
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City Council
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Resolution No. 2024-XX
RESOLUTION NO. 2024-xx
A RESOLUTON OF THE CITY COUNCIL OF THE
CITY OF SANTA ANA DIRECTING AND
AUTHORIZING A CEREMONIAL STREET NAME
OF WARREN BUSSEY SQUARE AT THE
INTERSECTION OF PACIFIC AVENUE AND
WALNUT STREET
WHEREAS, the City of Santa Ana (hereinafter referred to as the “City”) is a charter city and municipal corporation duly organized and existing pursuant to and under the provisions of the laws of the State of California; and
WHEREAS, on August 2, 2022, the City Council for the City of Santa Ana approved Ordinance No. NS-3024 amending Chapter 33 of the Santa Ana Municipal Code (Streets, Sidewalks and Public Works) by adding Article XI enabling ceremonial naming of streets to recognize outstanding individuals or events that have made a significant impact on the community through the commemorative or honorary naming of streets or intersections; and
WHEREAS, on June 6, 2023, the City Council for the City of Santa Ana approved Ordinance No. NS -3042 amending the language of Chapter 33, Article XI of the City’s Municipal Code to restrict the quantity of signs to two (2) , when recognizing outstanding individuals who have made a significant impact on their community throug h the commemorative or honorary naming of streets or intersections; and WHEREAS, Chapter 33 , Article XI of the City’s Municipal Code , as amended , details the application process including the procedures, fees, and details for when and how said procedures and fees may be waived by the City Council; and WHEREAS, Warren Bussey has made a profound and lasting impact on the lives of youth and elders of the City of Santa Ana through his commitment to the community ; and
WHEREAS, Councilmember Hernandez initiated a request to honor the legacy of Warren Bussey to recognize the lasting cultural impact he brought to the City of Santa Ana; and
WHEREAS, ceremonial “Warren Bussey Square” sign toppers are proposed to be installed at the intersection of Pacific Avenue and Walnut Street; and WHEREAS, Chapter 33, Article XI of the City’s Municipal Code , as amended, requires a resolution for the approval of the ceremonial sign toppers; and WHEREAS, Chapter 33, Article XI of the City’s Municipal Code, as amended, provides that certain requirements for said ceremonial street naming, such as notice of application, and all applicable fees and charges may be waived by majority vote of the City Council when the request is initiated by a current Council member; and EXHIBIT 3
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Resolution No. 2024-XX
WHEREAS, “Warren Bussey Square” is not in conflict with the public interests and welfare; and
WHEREAS, the City Council for the City of Santa, based on the significant cultural legacy established by Warren Bussey for the City of Santa Ana, finds the designation of such an honorary street name is warranted.
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:
Section 1. The Council hereby waives the requirements of the Application process, pursuant to Santa Ana Municipal Code Section 33-262(e), including all applicable fees and charges.
Section 2. The intersection of Pacific Avenue and Walnut Street shall receive ceremonial street sign toppers of “Warren Bussey Square.” Section 3. The Public Works Department is hereby directed t o cause the ceremonial street signs as affected by this Resolution to be fabricated and installed.
Section 4. This Resolution shall take effect immediately upon its adoption by the City Council and the Clerk of the Council shall attest to and certify the vote adopting this Resolution.
ADOPTED this____ day of _______________ , 2024
Valerie Amezcua
Mayor
EXHIBIT 3
City Council
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Resolution No. 2024-XX
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By:
Brandon Salvatierra
Deputy City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
EXHIBIT 3
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Resolution No. 2024-XX
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, , City Clerk, do hereby attest to and certify the attached Resolution No. 2024- to be the original resolution adopted by the City Council of the City of Santa Ana on ____________________, 2024.
Date:
Jennifer L. Hall
City Clerk
EXHIBIT 3
City Council
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Community Development Agency
www.santa-ana.org/community-development
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 18, 2024
TOPIC: Local Resident Preference in Affordable Housing Ordinance
AGENDA TITLE
Second Reading of the Local Resident Preference in Affordable Housing Ordinance First reading at the June 4, 2024 City Council meeting and approved by a vote of 7-0.
Published in the OC Reporter on June 10, 2024.
RECOMMENDED ACTION
Conduct a second reading of the Local Resident Preference in Affordable Housing Ordinance to comply with the State of California Local Tenant Preferences to Prevent Displacement Act and codify the City’s existing local resident preference policy.
ORDINANCE NO. NS-3066 entitled AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA CREATING A NEW ARTICLE XXI IN CHAPTER 8 OF THE MUNICIPAL CODE TO CODIFY THE CITY’S LOCAL RESIDENT PREFERENCE IN AFFORDABLE HOUSING (includes determination that the ordinance is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) because the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment and 15060(c)(3) because the activity is not a project as defined in Section 15378 of the CEQA Guidelines)
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
At its June 4, 2024 regular meeting, the City Council approved the first reading of the Local Resident Preference in Affordable Housing Ordinance, and City Council authorized publication of title by a vote of 7-0. If adopted by the City Council on June 18, 2024, the ordinance will go into effect 30 days thereafter.
FISCAL IMPACT
There is no fiscal impact associated with this item.
EXHIBIT(S)
1. Local Resident Preference in Affordable Housing Ordinance Submitted By: Michael L. Garcia, Executive Director of Community Development Approved By: Alvaro Nuñez, Acting City Manager
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Ordinance No. NS-XXXX
ORDINANCE NO. NS-XXXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF SANTA ANA CREATING A NEW ARTICLE XXI IN
CHAPTER 8 OF THE SANTA ANA MUNICIPAL CODE TO
CODIFY THE CITY’S LOCAL RESIDENT PREFERENCE
IN AFFORDABLE HOUSING
WHEREAS, the City of Santa Ana, California (“City”) is a municipal corporation, duly organized under the constitution and laws of the State of California; and WHEREAS, the Housing Authority of the City of Santa Ana , California (“Housing Authority”) is a public body, corporate and politic; and WHEREAS, Section VII of Article XI of the California Constitution provides that a city may make and enforce within its limits all local, police, sanitary, and other ordinances and regulations not in conflict with general laws; and
WHEREAS, on June 20, 2017, the City Council directed staff to develop a policy to allocate affordable housing development funds and criteria for selection of projects; and WHEREAS, on March 20, 2018, t he City and the Housing Authority adopted the City’s Affordable Housing Funds Policies and Procedures , which were developed to guide how affordable housing funds and land assets available to the City are allocated, committed, loaned and monitored for multi-family affordable housing development in the City; and WHEREAS, the Affordable Housing Funds Policies and Procedures detailed the City’s local preference for Santa Ana residents and workers in tenant selection shall be a requirement of the programs implemented through the City’s Affordable Housing Funds Policies and Procedures, among other programs if permitted (“Local Preference”); and WHEREAS, on August 18, 2020, the City and the Housing Authority adopted an Amended Affordable Housing Funds Policies and Procedures; and WHEREAS, since the adoption of the Affordable Housing Funds Policies and Procedures and subsequent Amendment, the City and the Housing Authority of the City of Santa Ana has continued to fulfill their duty to affirmatively further fair housing by taking meaningful actions to combat discrimination, overcome patterns of discrimination, and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics, by among other things: 1) imple menting the City’s Rent Stabilization and Just Cause Evicition Ordinance to prevent displacement and eviction in existing housing ; 2) enforcing the City’s inclusionary housing ordinance, known as the Affordable Housing Opportunity & Creation Ordinance, for new development; 3) holding an annual mandatory training for all staff in the City’s Housing Division and Housing Authority; 4) providing annual small apartment managers’ workshop to train and educate property owners, HOAs, property managers, and tenants about best practices in property management, neighborhood safety, and landlord/tenant responsibilities ; 5 ) providing CDBG funding to the Fair Housing Council of Orange County to provide legal clinics for tenants on EXHIBIT 1
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Ordinance No. NS-XXXX
tenants’ rights and recourse for intimidation and unjust evictions; 6) providing housing assistance payments to eligible households who are participating in the Housing Choice Voucher Program ; 7) providing down payment assistance; 8) providing funding for a single -family rehabilitation program; and 9) providing various sources of funding to develop affordable housing; and.
WHEREAS, on January 1, 2023, the Local Tenant Preferences to Prevent Displacement Act, California Government Code Sections 7061, et seq. became effective, and states “Local and state governments have a responsibility to use the powers vested in them to facilitate the improvement and development of housing to make adequate provision for the housing needs of all economic segments of the community”; and
WHEREAS, the Local Tenant Preferences to Prevent Displacement Act, requires any local government adopting a local tenant preference policy to create a webpage on its internet website containing the ordinance and its supporting materials, and to annually submit a link to its t enant preference webpage to the Department of Housing and Community Development; and WHEREAS, the City and the Housing Authority, in light of subsequent enactment of State law, desire to satisfy Federal funding requirements for development of affordable housing in accordance with the already adopted Local Preference provisions in the Affordable Housing Funds Policies and Procedures as Amended, and implement City policies and procedures in accordance with the Local Tenant Pref erences to Prevent Displacement Act and the City’s duty to affirmatively further fair housing under state law;
NOW, THEREFORE , THE CITY COUNCIL OF THE CITY OF SANTA ANA DOES ORDAIN AS FOLLOWS:
SECTION 1. Recitals. The recitals above are true, correct and each incorporated herein by reference and adopted as findings by the Santa Ana City Council (“City Council”).
SECTION 2. Addition. Chapter 8, Article XXII (Section 8 -3500), of the Santa Ana Municipal Code shall read as follows:
ARTICLE XXII – LOCAL RESIDENT PREFERENCE IN AFFORDABLE HOUSING Sec. 8-3500. – Local Preference.
(a) The City may, through its Affordable Housing Funds Policies and Procedures, as amended from time to time, or by Resolution, or by other subsequently approved policies and procedures by City Council, adopt a Local Preference policy for Santa Ana residents and workers in tenant or homebuyer selection as a requirement of the City’s local housing programs, and other State or Federal programs implemented by the City.
(b) The Local Preference shall comply with Federal and State law, and implementing regulations or other program funding requirements . Pursuant to California Government Code Section 7061, the Local Preference shall be subject to the duty of public agencies to affirmatively further fair housing pursuant to Chapter 15 (commencing with Section 8899.50) of Division 1 of Title 2, the California Fair Employment and Housing Act (Part 2.8 (commencing with Section EXHIBIT 1
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Ordinance No. NS-XXXX
12900) of Division 3 of Title 2), the Unruh Civil Rights Act (Section 51 of the Civil Code), the federal Fair Housing Act (42 U.S.C. Sec. 3601 et s eq.), and any implementing regulations thereunder.
(c) Subject to the requirements of this section, the Affordable Housing Funds Policies and Procedures may specify the criteria, qualifications and other requirements of the Local Preference.
“Local” may be defined narrowly or broadly for any specific affordable housing project to include but not be limited to a specific zip code or City Council ward map in the City; and “Resident” may be defined narrowly or broadly to include people who are employed in the City of Santa Ana for a specific number of hours.
(d) The Local Preference policy in effect through the City’s Affordable Housing Funds Policies and Procedures, as they existed at the time of this enactment, shall continue until amended or superseded by an act of City Council or by the terms of the policies and procedures itself.
SECTION 3. California Environmental Quality Act. The City Council finds that this Ordinance is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) because the activity will not result in a direct or reasonably foreseeable indirect physical change in the environment and 15060(c)(3) because the activity is not a project as defined in Section 15378 of the CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3, because it has no potential for resulting in physical change to the environment, directly or indirectly and so is not a project.
SECTION 4. Severability. Should any provision of this O rdinance, or its application to any person or circumstance, be determined by a court of competent jurisdiction to be unlawful, unenforceable or otherwise void, that determination shall have no effect on any other provision of this Ordinance or the application of this Ordinance to any other person or circumstance and, to that end, the provisions hereof are severable.
SECTION 5. Effective Date. This Ordinance shall become effective t hirty (30) days following its adoption.
SECTION 6. Publication. The City Clerk shall attest to the passage and adoption of this Ordinance, causing it to be published as required by law, and it shall become effective thirty (30) days after its adoption.
ADOPTED this ______ day of ______________, 2024.
_______________________
Valerie Amezcua
Mayor
EXHIBIT 1
City Council
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4 6/18/2024
Ordinance No. NS-XXXX
APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By:________________________
Andrea Garcia-Miller
Assistant City Attorney
AYES: Councilmembers __________________________________
NOES: Councilmembers __________________________________
ABSTAIN: Councilmembers __________________________________
NOT PRESENT: Councilmembers __________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, JENNIFER HALL, City Clerk, do hereby attest to and certify that the attached Ordinance No. NS-XXXX to be the original ordinance adopted by the City Council of the City of Santa Ana on _______________, 2024 and that said ordinance was published in accordance with the Charter of the City of Santa Ana.
Dated:______________ __________________________________ City Clerk
City of Santa Ana
EXHIBIT 1
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Finance and Management Services
www.santa-ana.org/finance
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
June 18, 2024
TOPIC: Ordinance to adopt the Fiscal Year 2024-25 Budget
AGENDA TITLE
Second Reading and Adoption of City Council Ordinance No. NS-3067 Appropriating Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana for the Fiscal Year Budget Period Commencing July 1, 2024
First reading at the June 4, 2024 City Council meeting and approved by a vote of 7-0.
Published in the OC Reporter on June 10, 2024.
RECOMMENDED ACTION
Approve the second reading and adopt Ordinance No. NS-3067 to appropriate monies to the several offices, agencies, and departments of the City for Fiscal Year 2024-25 (FY24-25), which begins on July 1, 2024 and ends on June 30, 2025. (Requires five affirmative votes)
UNCODIFIED ORDINANCE NO. NS-3067 entitled AN UNCODIFIED
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA
APPROPRIATING MONIES TO SEVERAL OFFICES, AGENCIES, AND
DEPARTMENTS OF THE CITY FOR FISCAL YEAR BUDGET PERIOD
COMMENCING JULY 1, 2024
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
In compliance with Sections 604 and 605 of Santa Ana’s City Charter, the Acting City Manager worked with staff to prepare and submit a proposed budget to City Council for the fiscal year commencing July 1, 2024.
In compliance with Section 606 of the City’s Charter, the City Council held a noticed public hearing for the proposed budget on June 4, 2024. The City Council directed staff to amend the proposed budget document and Ordinance as follows:
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Ordinance to Adopt the FY 2024-25 Budget
June 18, 2024
4 3
7 0
•Remove the $1,658,000 General Fund subsidy to the Parking Enterprise and return to City Council within 60 days (August 6, 2024 agenda) with more information and options for the Downtown Parking operations and rates; •Remove the $35,000 budget allocation for the City’s membership to the Association of California Cities – Orange County (ACC-OC); and •Correct the Police Department detailed staffing table in the Budget Document.
The City Council introduced and approved the first reading of the Ordinance as amended. City Council also directed staff to update the Seven-Year Capital Improvement Plan to reflect the $10 million Dog Park project, with $4 million of funding and $6 million unfunded. The updated document can be viewed on the City’s website at: https://www.santa-ana.org/budget/. Finally, City Council directed staff to implement Spanish and Vietnamese translation on the My Santa Ana mobile application by December 2024.
Santa Ana Charter Section 607 requires the City Council to adopt the annual budget by July 31.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
The Fund Balance Summary in the Budget Document includes the estimated fiscal impact for each fund (Exhibit 2, page 21).
All exhibits are on the City’s website at: https://www.santa-ana.org/budget/.
EXHIBIT(S)
1. Ordinance No. NS-3067 to adopt the FY24-25 budget
2. Detailed proposed budget document
Submitted By: Kathryn Downs, Finance and Management Services Executive Director Approved By: Alvaro Nuñez, Acting City Manager
City Council
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2 6/18/2024
Ordinance No. NS-XXXX
UNCODIFIED ORDINANCE NO. NS-XXXX
AN UNCODIFIED ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF SANTA ANA APPROPRIATING MONIES TO THE SEVERAL
OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY
FOR FISCAL YEAR BUDGET PERIOD COMMENCING JULY
1, 2024
THE CITY COUNCIL OF THE CITY OF SANTA ANA DOES ORDAIN AS FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines, and declares as follows:
A. The City Manager has prepared and submitted to the City Council, pursuant to Section 605 of the City Charter , a proposed budget for expenditures for the fiscal year commencing July 1, 2024.
B. In accordance with Section 606 of the City Charter , a public hearing has been held upon the proposed budget of expenditures after notice of such public hearing had been published in the manner prescribed in Section 606 of the City Charter.
C. The proposed budget of expenditures duly submitted and considered as herein stated, together with any supplemental revisions and amendments thereto, was approved, adopted, and fixed by the City Council as the budget of the City for fiscal year 202 4-2025, commencing July 1, 202 4, in the amounts and for the funds, purposes, functions, department activities, and programs as therein set forth, including the Seven-Year Capital Improvement Program update per Orange County Transportation Authority Measure M2 eligibility requirement . The adopted budget, including any supplemental revisions and amendments, together with a copy of the appropriation ordinance, shall be placed in the official files of the City Clerk.
Section 2. There are hereby appropriated to the several offices, agencies, and departments of the City, being the respective object and purposes specified in that certain document entitled "Fiscal Year 202 4-2025 City Budget", a copy of which is on file in the Office of the City Clerk , out of the various funds of the City for fiscal year 2024-2025, the several amounts stated as proposed expenditures from such funds, respectively, in those columns of th e Budget that are headed "FY 2 4-25". Each aggregate of expenditures so specified in the Budget for the fiscal year for each program shall be deemed to be an appropriation for a single object and purpose within the meaning of Section 609 of the City Charter, except that as to any office, department, EXHIBIT 1
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Ordinance No. NS-XXXX
or agency of the City for which more than one program is designated in Fiscal Year 2024-2025 City Budget, the aggregate expenditure authorized for all programs in Fiscal Year 202 4-2025 City Budget of each such office, departme nt, or agency shall be deemed to be an appropriation for a single object and purpose within the meaning of Section 609 of the City Charter.
Section 3. The appropriations hereby made shall constitute the maximum expenditures authorized for the several off ices, agencies, and departments opposite which the amounts of such appropr iations are shown in the Budget, and as set forth in Exhibits 1A and 1B attached hereto and incorporated herein by reference.
Section 4. No warrant shall be issued or indebtedness incurred for any purpose that exceeds the unexpended balance of the appropriations established by this ordinance, unless such appropriation shall have been amended or supplemented by the City Council in the manner set forth in Section 609 of the City Chart er. The City Manager is hereby authorized to make revisions between the items included within any such appropriation if, in his/her opinion, such revisions are necessary and proper.
Section 5. In accordance with Governmental Accounting Standards Board Statement 54, the City Manager or his/her designee is hereby authorized, as of the date of this ordinance, to allocate assigned governmental funds' balances to specific programs and activities as deemed necessary and proper.
Section 6. The Executive Direct or of Finance and Management Services is hereby authorized to transfer monies in accordance with the Inter -fund Transfers listed in the Budget, in such amounts and at such times during the fiscal year as he /she may determine necessary to the competent oper ation and control of City business, except that no such transfer shall be made in contravention of State law or City ordinance or exceed in total the amount stated herein or as amended by the City Council.
Section 7. One certified copy of this appropriat ion ordinance together with a certified copy of each amendment thereto shall be transmitted by the City Clerk to the Executive Director of Finance and Management Services.
Section 8. The City Council of the City of Santa Ana hereby adopts the updated Seven-Year Capital Improvement Program , as set forth in the 2024-2025 City Budget.
Section 9. Upon and from the effective date of this ordinance, expenditures of monies appropriated hereby are authorized beginning July 1, 2024.
Section 10. The City Clerk shall cause the title of this ordinance to be published as required by law.
Section 11. All presently applicable documentation pertaining to the number, titles, qualifications, powers, duties, or compensation of officers or employees of the
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4 6/18/2024
Ordinance No. NS-XXXX
City, which has been previously approved by resolution or order of the City Council and which is currently on file with the Executive Director of Human Resources , is incorporated herein and is hereby approved. The City Manager is authorized to create, alter, or abolish any position of employment, or the number, title, qualifications, powers, duties, or compensation thereof, when such action is appropriate to promote the efficiency of the City administrative organization; provided, however, that no such action shall be effective unless and until approved by resolution or order of the City Council.
ADOPTED this ___ day of June, 2024.
_______________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By: _______________________
Laura A. Rossini
Chief Assistant City Attorney
AYES: Councilmembers ___________________________________
NOES: Councilmembers ___________________________________
ABSTAIN: Councilmembers ___________________________________
NOT PRESENT: Councilmembers ___________________________________
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk do hereby attest to and certify the attached Ordinance No.
NS- __ to be the original ordinance adopted by the City Council of the City of Santa Ana on __________________, 202 4, and that said ordinance was published in accordance with the Charter of the City of Santa Ana.
Date ___________________________ City Clerk
City of Santa Ana
City Council
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5 6/18/2024
Department
FY2024-25
Proposed Budget
City Manager 3,963,160
City Council 1,043,970
General Non-Departmental 1,899,720
Transfers for Projects 17,999,970
City Clerk 1,934,570
City Attorney 4,500,350
Human Resources 4,393,370
Finance 13,268,160
Library 7,916,230
Bower's Museum 1,715,320
Parks, Recreation & Community Services 16,083,960
Police 162,545,030
Fire & Emergency Medical Services 57,837,370
Planning & Building 18,731,210
Public Works 51,968,800
Community Development 4,327,760
Pension Liability Paydown 36,644,110
Total General Fund 406,773,060
City Council
16 –
6 6/18/2024
Fund Department
FY2024-25
Proposed
Budget
Fund 012- Cannabis Public Benefit City Attorney 285,740 Fund 012- Cannabis Public Benefit Finance 245,520
Fund 012- Cannabis Public Benefit Library 1,010,000
Fund 012- Cannabis Public Benefit Parks & Recreation 3,410,190 Fund 012- Cannabis Public Benefit Police 3,341,030
Fund 012- Cannabis Public Benefit Planning & Building 1,144,220 Fund 016- CASp Certification Planning & Building 85,000 Fund 021- CATV Capital Support (PEG) City Manager 250,000 Fund 022- Library Fee & Donation Library 27,700
Fund 022- PRCSA Fee & Donation Parks & Recreation 39,950 Fund 051- Capital Outlay Non-Departmental 292,000
Fund 051- Capital Outlay Parks & Recreation 785,000
Fund 053- City Services Planning & Building 3,089,200
Fund 053- City Services Police 251,510
Fund 110- SMIP Planning & Building 16,000
Fund 111- Opioid Remediation City Manager 1,456,450
Fund 120-Fire Facilities Fund Fire & Emergency Med. Svcs 866,520 Fund 121-Special Repair/Demolition Planning & Building 100,000 Total Special Revenue Set-Aside Funds 16,696,030
Fund Department
FY2024-25
Proposed
Budget
Fund 031- Air Quality Improvement Human Resources 156,300 Fund 031- Air Quality Improvement Planning & Building 249,250 Fund 031- Air Quality Improvement Public Works 70,000
Fund 122- Emergency & Health Grants Community Development 834,460 Fund 123- Workforce Investment Act Community Development 2,732,420 Fund 124- Urban Areas Security Initiative Grant Community Development 838,960 Fund 125- OES UASI Police 521,020
Fund 127- D.O.J. Grant Fund Police 95,000
Fund 128- Law Enforcement Grant Police 1,005,000
Fund 130- HOME Program Community Development 1,598,670
Fund 135- Community Development Block Grant Community Development 5,936,640 Fund 136- Housing Authority- Voucher HAP Community Development 51,300,000 Fund 137- Housing Authority- Mainstream Community Development 2,500,000 Fund 138- Housing Authority-MS Community Development 4,200,000 Fund 139- Housing Authority- New Construction Community Development 315,570 Fund 140- Housing Authority- Voucher ADM Community Development 6,337,750 Fund 143- Calhome MFGD HSG Loan Community Development 17,390 Fund 144- Prison to Employment Program Community Development 570,770 Fund 158- PLHA Community Development 248,930
Fund 165- Office of Traffic Safety Grant Police 160,000 Fund 169- Recreation Grant Fund Parks & Recreation 439,070 Fund 179- EHV HAP Community Development 1,850,000
Fund 180- EHV Admin Fees Community Development 183,910
Fund 181- American Rescue Plan Act (ARPA) City Manager 132,400 Fund 181- American Rescue Plan Act (ARPA) Finance 372,520 Fund 181- American Rescue Plan Act (ARPA) Police 135,280 Fund 181- American Rescue Plan Act (ARPA) Public Works 2,667,990 Fund 181- American Rescue Plan Act (ARPA) Community Development 356,190
City Council
16 –
7 6/18/2024
Fund Department
FY2024-25
Proposed
Budget
Fund 182- Home ARP Program Community Development 64,090 Fund 183- ARPA-CA for All Youth Community Development 1,237,580 Total Grant Funds 87,127,160
Fund Department
FY2024-25
Proposed
Budget
Fund 020- Traffic Offender Program Police 35,000
Fund 023- Inmate Welfare Fund Police 1,456,500
Fund 024- Police Activities & Programs Police 782,620
Fund 029- Special Gas Tax Public Works 16,176,990
Fund 074- Civic Center Authority Public Works 2,143,500 Fund 133- Housing Authority Issuer Fee Community Development 1,026,400 Fund 166- US DOJ Asset Forfeiture Police 600,000
Fund 167- US Treasury Asset Forfeiture Police 100,000
Fund 177- Emergency Rental Assistance Community Development 141,630 Fund 185- Rent Stabilization Community Development 2,951,380 Fund 417- Inclusionary Housing Community Development 2,356,310 Fund 607- Santa Ana Financing Authority Community Development 469,310 Fund 655- 2018 A&B Tax Allocation Refunding Bonds Community Development 11,869,190 Fund 670- Santa Ana Redevelopment Agency Community Development 123,580 Fund 671- Santa Ana Redevelopment Agency Obligation Ret Community Development 12,216,930 Total Other Restricted Funds 52,449,340
Fund Department
FY2024-25
Proposed
Budget
Fund 032- Measure M Public Works 6,722,280
Fund 034- New Transportation System Improvement Area E Public Works 242,030 Fund 035- New Transportation System Improvement Area F Public Works 170,310 Fund 054- Sewer Capital Recovery Public Works 2,000,000 Fund 058- Residential Street Improvement Public Works 481,200 Fund 059- Select Street Construction Public Works 13,919,690 Fund 148- Traffic Safety Management Program Public Works 5,551,000 Fund 221- Local Drainage Area I Public Works 118,250
Fund 404- Santa Ana Lease Financing Debt Service Police 735,100 Total Capital Funds 29,939,860
Fund Department
FY2024-25
Proposed
Budget
Fund 027- Parking Operations Community Development 5,070,970 Fund 056- Sanitary Sewer Fund Public Works 11,734,360
Fund 057- Federal Clean Water Protection Public Works 3,580,490 Fund 060- Water Enterprise Public Works 72,145,690
Fund 067- Santa Ana Regional Transportation Center Public Works 1,811,610 Fund 068- Sanitation Fund Public Works 8,659,930
Fund 069- Refuse Collection Public Works 25,199,760
Total Enterprise Funds 128,202,810
City Council
16 –
8 6/18/2024
Fund Department
FY2024-25
Proposed
Budget
Fund Department
FY2024-25
Proposed
Budget
Fund 406- Pension Obligation Funds Debt Service 12,902,110 Total Debt Service Funds 12,902,110
TOTAL- ALL FUNDS (Excluding Gen Fund) 327,317,310
Total General Fund 406,773,060
GRAND TOTAL ALL FUNDS 734,090,370
City Council
16 –
9 6/18/2024
E X H I B I T 2
C I T Y O F S A N T A A N A
P R O P O S E D C I T Y
B U D G E T
F Y 2 0 2 4 - 2 5
J u n e 1 8 , 2 0 2 4
| w w w . s a n t a - a n a . o r g |
City Council
16 –
10 6/18/2024
Table of Contents
GENERAL FUND SUMMARY
General Fund Reconciliation.............................................................2-4 General Fund Revenues Chart..............................................................5 General Fund Expenditures Chart........................................................6 Citywide Spending Chart......................................................................7 General Fund Revenue Summary....................................................8-12 General Fund Expenditure Summary............................................13-16 Local Measure X Spending............................................................17-18 Cannabis Spending........................................................................19-20 Estimated Spendable Fund Balance..............................................21-23
WORKFORCE CHANGES
Organization Chart.............................................................................25 Workforce Changes.......................................................................26-29
DEPARTMENT BUDGET DETAILS
City Manager’s Office ...................................................................30-44 City Council...................................................................................45-48 City Clerk’s Office..........................................................................49-54 City Attorney’s Office....................................................................55-64 Human Resources.........................................................................65-90 Finance & Management Services ...............................................91-113 Library.......................................................................................114-138 Parks, Recreation, & Community Services................................139-192 Police Department....................................................................193-281 Fire & Emergency Medical Services..........................................282-290 Planning & Building Agency......................................................291-326 Public Works Agency.................................................................327-543 Community Development Agency............................................544-688 Information Technology............................................................689-702 Museum Fund...........................................................................703-706 Debt Service & Non-Departmental...........................................707-723 Inter-fund Transfers..................................................................724-728 Capital Improvement Program..................................................729-731
City Council
16 –
11 6/18/2024
'ꢀEꢀZꢁ>ꢂ&hEꢃ
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General Fund Reconciliation
General Fund Revenue Chart
General Fund Expenditure Chart
Citywide Budget Chart
General Fund Revenue Summary
General Fund Expenditure Summary
Local Measure X Spending
Cannabis Spending
Estimated Spendable Fund Balance
1 City Council
16 –
12 6/18/2024
General Fund Revenues
Revenue
FY23-24 Original Adopted
Adjustments
FY23-24 Revised
400,938,670
(3,238,441)
397,700,229
Adjustments to Revenue Estimates for FY24-25:
Measure X Sales Tax
Bradley-Burns Sales Tax
Property Tax
Property Tax In-Lieu of VLF
Utility Users Tax
2,272,570
2,267,600
2,466,920
1,252,760
(939,555)
1,622,870
200,000
1,698,960
1,199,000
(3,214,014)
Cannabis Tax
Business License Tax
Plan Check & Permits
Jail Use Fees
Other net adjustments
Total Resources 406,527,340
2 City Council
16 –
13 6/18/2024
General Fund Expenditures
Spending
FY23-24 Original Adopted Budget, inlcuding Section 115 Trust Contributions Remove One-Time Items
City Council approved adjustments to recurring costs during FY23-24 FY24-25 Adjusted Baseline
430,556,570
(29,439,332)
(899,500)
400,217,738
Annualize partial year Allocations approved during FY23-24 Employee Compensation Increase (MOU, step increases, etc.) Cannabis Public Benefit Transfer related to revenue decrease Overhead/Internal Service Charge Increases
Building Maintenance
332,830
7,740,307
(918,020)
466,530
680,140
275,380
City Equipment & Replacement Charges
Accident Repair & Replacement
IT Maintenance & Specific Charges 420,230
Insurance Charges 947,630
Public Works Administrative Charges
City Yard Rental
107,910
17,520
Orange County Fire Authority Contract Increase
CARE Ambulance Increase
1,954,400
587,240
Police Building Payoff
Sunset of VIP Program
Decrease City Events budget (Winter Village)
Other contract increases/decreases & minor changes across all departments FY24-25 Baseline (Recurring)
(9,039,920)
(1,700,000)
(240,000)
(241,325)
401,608,590
3 City Council
16 –
14 6/18/2024
Proposed Additions to FY 24-25 Budget
Backfill for CIP Engineering as reported on December 19, 2023 Animal Shelter Contract Increase
Recurring
900,000
One-Time
600,000
Increase budget to provide for actual Senior Services & Athletics spending 375,000 Add Economic Development Staff
Zoo Operations & Maintenance related to new animals and exhibits Bus Stop Maintenance
445,680
330,280
250,000
Increased Maintenance Costs for New Parks (Gerardo Mouet, Ed Caruthers, Santa Ana River Trail. 10th & Flower, King Street)
Investment Advisory Services (Completely offset by revenues) Neighborhood Initiatives Contractual Services
Senior Services Programming
Arts Funding
Senior Legal Mgmt Analyst for City Attorney
Navigation Center Maintenance
Establish recurring allocation for Pothole Repair
First Floor Customer Service Representative
Helicopter Contract (County Rate Increases)
800MHz Contract Increase for Police
Dedicated Building Maintenance Technician for Jail
Delhi Library Operations & Maintenance
Planning/Building & Code Enforcement Training
Increase allocation for Employee Appreciation
Increase in Fleet Operating Materials & Supplies
Upgrade Executive Secretary for City Attorney
Parking Validations for City Council Meetings
Dispatch Community Engagement Tech Platform
Independent Audit Fees increase
175,000
150,000
120,000
120,000
120,000
109,790
100,000
100,000
97,570
93,230
90,570
75,830
75,060
48,600
37,500
36,910
28,700
27,500
27,010
20,000
15,000
11,000
10,500
Code Enforcement Overtime
OPEB Actuarial Valuation
City Council Allocations Increase
Traffic Safety Improvements - Intersections: Segerstrom Ave/Raitt St and Segerstrom Ave/Flower St Traffic 1,300,000
Zoo North Wall 1,200,000
1,114,000
1,000,000
680,000
653,040
500,000
500,000
462,860
425,000
400,000
400,000
375,960
Vehicle Replacement (Multiple Departments)
Electrical feeder upgrades (SCE) and Electrical Panel - City Yard Bristol Street Rehab Completion
Jail Aramark Contract Increase
Zoning Code Community Outreach
Allocation for Police Retirements, in compliance with MOUs Last 800MHz Debt Payment (2 in a single fiscal year)
November 2024 Election Costs
Rehab Zoo Walkways
City Yard Operations - Strategic Master Plan/ RFP advertised FY 23/24 Jan-Jun 2025 (6 months) Funding for ARPA Positions
Digital Media Billboard to promote City events and generate revenue from business ads - City Yard 375,000
Jail Deferred Maintenance
City Yard Deferred Maintenance
Software to Upgrade Fueling Station at City Yard
Car Wash Rehab - City Yard
State Building Utilities prior to demo in December 2025 Planning & Building Records Project
Strategic Planning
Parkland Feasibility Study, including Washington Square Fleet Electrification Master Plan
250,000
250,000
250,000
250,000
180,900
146,000
102,000
100,000
100,000
65,000City Yard - Rehab Ice Making Room
Software required to continue banking online 25,000
Total 4,590,730 11,104,760
4 City Council
16 –
15 6/18/2024
General Fund Revenue - $406.5M
*Other GF Revenue includes fines, intergovernmental,
investment on earnings, & miscellaneous income
5 City Council
16 –
16 6/18/2024
General Fund Expenditure - $406.8M
This chart does not include the $10.53M Pension Stabilization Trust contribution. It does include $11.1M in one-time spending. *Other includes Cannabis Set-Aside, Debt Service Payments, Museum Building Maintenance, Subsidies for Internal Service and Enterprise Funds, & Project Transfers **Administration includes City Manager’s Office, City Attorney’s Office, City Clerk, City Council, Finance, & Human Resources 6 City Council
16 –
17 6/18/2024
Citywide Spending - $734.1M
*Some funds have been consolidated in this chart for visual/illustrative purposes only. 7 City Council
16 –
18 6/18/2024
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
Adopted
FY 23-24
PROPOSED
FY 24-25Account Description
CHARGES FOR SERVICES
Building Standards Revolving Fund
CASp Certification Training Fund
Center Programs
51612
52366
53301
53303
53304
53306
53307
53308
53309
53310
53312
53313
53316
53318
53319
53400
53401
53405
53407
53408
53410
53411
53413
53415
53416
53417
53419
53420
53423
53509
53510
53513
53600
53601
53602
53603
53605
53606
53607
53613
53614
53616
53627
53628
53901
3,772 2,276 0 0
15,641
41,317
37,006
0 15,513
131,958
44,885
42,925
11,505
126,199
283,347
3,250
6,500 15,500
120,000
40,000
50,000
10,000
100,000
340,000
3,000
45,000
40,000
0 Youth Sports
Recreation Swim
Adult Sports 0 0
Youth Field Usage Fee
Park Reservation
88,860
226,973
4,225
125,000
225,000
3,900Concession-Vending Machines
Zoo Education 2,320 120,251
1,505,703
15,709
48,428
85 50,000
1,535,000
20,000
35,000
0 120,000
1,600,000
20,000
75,000
0 Zoo Admissions 1,468,905
20,371
23,760
807
Food Sale Concession
Leisure Classes
Tennis Reservation
Recreation Staff Reimbursement
Vehicle Release Charge
Repo Release
27,457
90,146
11,702
(15)
54,174
153,501
11,387
1,552
40,000
120,000
11,000
0 55,000
120,000
10,000
0Photo Services
Vehicle Equipment Citation Sign-Off
Fire Range User Fee
3,828 2,508 3,800 3,000
0 0 2,000 0
Impound/Owner Release Animal
Jail Pay to Stay Program
Police False Alarm Charge
Emergency Response Reimbursement/PD
Animal Quarantines
1,003 266 1,300 1,300
21,820
101
15,318
0 25,000
25,000
15,000
1,000
25,000
0 4,458 688 5,000
502 602 1,000
Police Report Fee 77,203
1,811
86,675
1,683
75,000
2,000
75,000
2,000Firearm License Fee
Jail Booking Fee 2,535 207 0 0
Vehicle Storage Fee 41,048
155,386
6,041,851
285
39,936
141,882
7,807,685
0 42,000
175,000
6,600,000
0 40,000
150,000
11,600,000
0 Paramedic Subscription Fee
Paramedic Services Charge
OCFA Admin Processing Fee
Building Plan Check 4,345,006
700,179
252,544
524,591
21,560
189,429
57,210
938,324
48,645
913,586
797,040
357,685
121
4,285,493
599,429
235,856
438,990
21,215
290,630
136,033
915,874
62,838
805,052
790,342
411,913
237
2,760,000
758,000
302,000
573,000
21,000
271,000
407,000
949,000
44,100
1,000,000
610,000
300,000
0 2,800,000
420,000
100,000
215,000
17,000
280,000
297,000
827,000
44,100
645,000
750,000
200,000
0 Electrical Plan Check
Plumbing Plan Check
Mechanical Plan Check
Landscape Plan Review
Discretionary Application Fee
EIR Developer Fees
Land Use Certificate Processin
Shopping Cart Contain Program
Site Plan Review Charge
PREP Fees
Foreclosure Registration Program
Stop Pmt/Reissue Fee
8 City Council
16 –
19 6/18/2024
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
Adopted
FY 23-24
PROPOSED
FY 24-25Account Description
53902 Misc Service Charge 146,259 207,175 0
0 0
056305
55200
57070
57470
57380
57383
57385
53741
53912
53747
Engineering Service Charge
Library Fines
0 8
56,065
0 0 0
Sale of Printed Material 440 0 0 0
Copy of Lost Citation 104 45 100 100
Friend Of Zoo Vet Contribution
Friend of Zoo Contribution
60,000
83,203
40,000
42,829
0 60,000
71,016
40,000
28,649
0 60,000
61,750
40,000
45,000
20,000
0 60,000
60,000
40,000
45,000
0 Friend of Zoo Education Contribution
Small Cell Compliance Inspection Fee
Lobbyist Registration Fee (initial)
Honorary Street Naming App-Fabrication & Install 0 1,562 0 53642
53204
53333
53334
53644
Public Hearing Notice
Printing Fee
0 198 200 0
7,1000 0 0
Pool Rental 0 0 0 2,000
Swim Lessons 0
0 0
0 0
0 30,000
Mills Act Review 7,000
Total CHARGES FOR SERVICES 17,933,843 20,128,708 17,445,650 21,427,100 FINES
55000
55201
55400
55401
55402
55403
55600
55606
57900
Parking Fines 5,652,066
1,212
4,920,275
2,345
4,900,000
2,100
4,900,000
2,100Lost/Damaged Library Material
Redlight Camera Program
Court Fines Traffic
Court Fines Non Traffic
Tobacco Fine
2,123 21,927
241,969
125,606
1,191
0 0
391,196
8,899
380,000
20,000
0 240,000
130,000
0543
Administrative Citations
Fireworks Admin Citations
Bad Check Recoveries
Total FINES
386,559
28,095
166
442,398
7,477
320,000
25,000
7,000
368,000
10,000
20,000
5,670,100
13,714
5,776,9016,470,859 5,654,100
FRANCHISE FEES
50050
50051
50053
50056
50057
50058
Gas Utility 548,950
1,389,714
1,016,032
1,851,500
6,960,635
0 688,153
1,709,765
1,230,401
0 550,000
1,400,000
1,000,000
0 575,000
1,800,000
1,000,000
0 Electrical Utility
CATV Franchise Fee
Refuse Franchise Fee – Residential
Refuse Franchise Fee – Commercial
Refuse Franchise Fee
Total FRANCHISE FEES
594,587
8,292,323
12,515,229
0 0
8,000,000
10,950,000
9,000,000
12,375,00011,766,831
INTERGOVERNMENTAL
Prop Tax Pass-through50015
50501
50503
50505
50506
52365
1,710,385
382,815
70,632
1,973,257
318,177
400,841
480
2,170,000
300,000
85,000
40,000
600,000
0 2,500,000
300,000
85,000
10,000
600,000
0 Motor Vehicle Licenses
SB90 State Mandated Costs-Reimbursement
POST Reimbursement 2,502
AB109 Reimbursement 585,703
(281,894)
591,394
0AB678 Ground Emerg. Medical Transp.(GEMT)
Reim
57304 Rancho Santiago Reimbursement/PR 34,648 67,120 56,440 56,440 9 City Council
16 –
20 6/18/2024
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
Adopted
FY 23-24
PROPOSED
FY 24-25Account Description
Overhead-Water57791 4,537,900 4,537,900 4,537,900 4,537,900 Total INTERGOVERNMENTAL 7,042,691 7,889,169 7,789,340 8,089,340
LICENSES & PERMITS
Bingo Licenses51001
51002
51003
51004
51301
51401
51402
51403
51501
51600
51601
51602
51603
51604
51605
51606
51607
51608
51609
51613
125
590,603
28 130
538,279
0 0
625,000
0 0
600,000
0 Dog Licenses
Dog Licenses-Civic Collections Inc
Bus Shelter Fees 37,500
20,664
63,494
27,106
141,961
(11,639)
160,206
1,989,242
432,081
1,124,237
635,032
411,800
101,114
10,125
18,698
0 0 0 0
Filming Permits 3,635 1,000 5,000
Alarm Permit Fees
Street Closure Permits
Tobacco Permits
104,428
13,737
177,059
12,298
188,445
2,357,858
528,713
1,228,894
830,506
201,677
74,495
10,680
19,641
1,529
100,000
20,000
140,000
0 90,000
10,000
140,000
0Fireworks Stand Permits
General Plan Update Surcharge
Building Permits
191,000
1,760,000
405,000
930,000
525,000
210,000
140,000
30,000
19,640
0 170,000
2,800,000
550,000
1,290,000
860,000
160,000
130,000
10,000
19,800
0 Plumbing Permits
Electrical Permits
Heating Permits
Occupancy Permits
Grading Permits
Street Vendor Permit
News box Permit Fees
Outdoor Dining Permits
Adult-Use Cannabis Retail Phase 1/Registration
Application
0 (2,506) 0 0
51614
51616
51617
51618
51619
51620
51621
51622
51623
51624
Adult-Use Cannabis Retail Phase 2/Regulatory
Safety Permit
344,563
0 339,533
0 370,000
1,900
388,000
1,900Commercial Cannabis Testing Phase 1/Registration
Application
Commercial Cannabis Testing Phase 2/Regulatory
Safety Permits
12,530
40,000
20,452
18,682
9,923
12,968
27,500
2,127
13,000
0 13,000
0Commercial Cannabis Operating Agreement
Reimbursement Fees
Commercial Cannabis Cultivation Phase 1/Regst.
Application
1,900 5,000
Commercial Cannabis Manufacturing Phase
1/Regst. Application
6,642 1,900 5,000
Commercial Cannabis Distribution Phase 1/Regst.
Application
5,735 1,900 10,000
100,000
100,000
250,000
Commercial Cannabis Cultivation Phase 2/Rgltry
Sfty Prmt
190,199
146,095
226,272
78,450
156,826
285,809
100,000
100,000
250,000
Commercial Cannabis Manufacturing Phase
2/Rgltry Sfty Prmt
Commercial Cannabis Distribution Phase 2/Rgltry
Sfty Prmt
51703
51704
51302
51303
Sewer Construction Permits
Street Construction Permits
Park Facility Permits
0 0
49,728
1,498,648
479
20,000
1,400,000
500
50,000
1,400,000
50060
Special Event Permit 5,513
6,766,666
5,494 500 5,000
Total LICENSES & PERMITS 8,759,436 7,358,240 9,163,200
MISCELLANEOUS
53331 City Events 200 137,076 150,000 50,000
10 City Council
16 –
21 6/18/2024
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
Adopted
FY 23-24
PROPOSED
FY 24-25Account Description
53409 Storage Of Weapon Fee
Expense Reimbursement
Miscellaneous Recoveries
Other Library Recoveries
Police OT Reimbursement
Police Miscellaneous Reimbursement
Indirect Cost Recovery
2,040 1,966 2,000 2,000
57000
57010
57200
57400
57402
57901
57461
57071
57770
57991
58002
57797
202,161
550,719
1,317
72,593
1,160,647
984
120,000
104,000
500
0 140,000
1,000
301,611
411,039
6,829,744
47,928
242
372,262
325,219
8,670,125
31,228
0 320,000
376,520
8,395,000
32,000
0 340,000
300,000
9,733,920
30,000
0 Jail Kitchen Rental
Sale of Land
Sale of Maps & Documents
Miscellaneous Receipts
Net Increase (Decrease) In Fai
PWA Digital Billboards/Banners
113,361
6,024
157,333
6,701
110,000
2,000
125,000
5,300
(8,091,179)
0 (5,220,032)
0 0 0
1,180,000
10,792,020
100,000
10,827,220Total MISCELLANEOUS 375,208 5,716,102
TAXES
50011
50012
50016
50030
50031
50032
50033
50034
50045
50046
50200
50201
50020
50021
50100
50101
50102
50103
50104
50022
50117
Property Tax 42,146,722
11,033,858
37,849,600
7,494,715
13,722,961
3,269,163
4,481,448
3,370,929
15,707,535
843,884
45,469,142
10,724,632
40,237,627
10,477,648
16,680,098
4,475,838
4,150,761
3,237,043
16,289,675
614,995
46,343,390
11,000,000
42,044,300
8,500,000
15,100,000
3,200,000
4,000,000
3,500,000
15,000,000
528,000
48,810,310
10,750,000
44,009,010
9,500,000
16,800,000
3,300,000
3,900,000
3,300,000
16,200,000
375,000
Santa Ana Residual
Prop Tax-In Lieu VLF
Hotel Visitor's Tax
Utility User Tax-Electric
Utility User Tax-Gas
Utility User Tax-Telephone
Utility User Tax-Water
Business Tax
Medical Marijuana Taxes
Documentary Stamp Tax
Homeowner Prop Tax Subvention
Sales Tax
1,524,501
182,115
1,001,788
184,514
1,000,000
182,000
800,000
182,000
62,611,039
2,690,106
1,273,815
864,130
61,068,452
2,806,561
978,401
64,715,400
2,871,200
229,000
61,682,950
2,800,000
675,000
Half-Cent Sales Tax (Safety)
Commercial Cannabis - Cultivation Tax
Commercial Cannabis - Distribution Tax
Commercial Cannabis - Manufacturing Tax
Commercial Cannabis - Testing Facility Tax
Adult-Use Retail Business Cannabis Tax
Sales Tax Measure X
765,766 124,000 725,000
222,652 375,701 58,000 250,000
34,120 5,708 5,000 5,000
20,590,145
86,003,001
0 14,790,695
86,849,805
11,500
15,116,130
88,616,400
0 12,500,000
85,632,610
0Cannabis Shared Manufacturer
Total TAXES 315,916,438 321,196,350 322,132,820 322,196,880
TRANSFERS-IN
59000
59000
Transfer From Fund 029-Gax Tax
Transfer From Fund 069
0 0
0 0
0 0
10,000
150,000
160,000
10,000
0 Total TRANSFERS-IN 10,000
USE OF MONEY
58000
57361
57362
Earning On Investments
Recreation Facility Rental
Rental Of Stadium
896,883
30,239
95,522
4,522,473
106,865
186,005
700,000
55,000
2,150,000
100,000
160,000175,000
11 City Council
16 –
22 6/18/2024
City of Santa Ana General Fund Revenue Summary
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
Adopted
FY 23-24
PROPOSED
FY 24-25Account Description
57460 Jail Revenue Facility - PD 1,460 3,212 2,500 3,500 57462
57463
57464
57960
57390
Jail Revenue Facility - US Marshals
Jail Revenue Facility - Bureau of Prisons
Jail Revenue Facility - US Marshals San Diego
Rental Of Property
12,970,735
836,615
12,054,185
664,390
13,000,000
900,000
3,600,000
224,000
0 11,250,000
650,000
2,250,000
205,000
0 3,504,740
203,156
2,864,995
191,110
PRCSA Godinez High School
Total USE OF MONEY
8,854 5,761
18,548,205 20,598,996 18,656,500 16,768,500
TOTAL GENERAL FUND REVENUE 384,820,741 402,580,891 400,938,670 406,527,340 12 City Council
16 –
23 6/18/2024
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Acct. Unit DEPARTMENT & DIVISION
City Manager
01103010 CITY MANAGER 1,886,993 2,647,971 2,844,680 3,663,160 300,00001103017 CMO - SERVICE ENHANCEMENT 463,342 216,667 300,000 Subtotal
Subtotal
2,350,335 2,864,637 3,144,680 3,963,160
City Council
01104012 CITY COUNCIL LEGISLATIVE 528,335 839,595 1,021,070 1,043,970 528,335 839,595 1,021,070 1,043,970
General Non-Dept
01105015 GENERAL NON-DEPARTMENTAL
01105020 UNFUNDED LIABILITY (UAL)
1,668,159
46,344,699
48,012,858
1,500,530
38,876,473
40,377,003
21,182,270
30,665,470
51,847,740
1,899,720
36,644,110
38,543,830Subtotal
Interfund Transfers
01106017 INTER-FUND XFERS - SRV ENHCMNT
01106019 GENERAL FUND: INTERFUND TRANSFERS
Subtotal
1,081,870
37,277,343
38,359,213
1,081,870
31,286,744
32,368,614
1,081,870
29,921,680
31,003,550
1,081,870
16,918,100
17,999,970
City Clerk
01107017 CITY CLERK- SERVICE ENHANCEMENT
01107031 CITY CLERK- ADMIN
Subtotal
207,147
890,361
159,056
1,249,893
1,408,949
201,440
2,209,710
2,411,150
240,350
1,694,220
1,934,5701,097,509
City Attorney
01108017 CAO - SERVICE ENHANCEMENT
01108032 CITY ATTORNEY
Subtotal
0 2,416,731
2,416,731
0 2,981,755
2,981,755
206,190
4,159,690
4,365,880
224,120
4,276,230
4,500,350
Human Resources
01109017 HR - SERVICE ENHANCEMENT
01109050 HUMAN RESOURCES
116,401
2,861,679
0 5,580
2,281,002
1,329,620
0 2,763,240
1,520,300
0 2,808,350
1,585,02001109051 HR EMPLOYEE RELATIONS-Service
Enhancements
Subtotal 2,978,080 3,616,201 4,283,540 4,393,370
Finance Department
01110017 FMSA - SERVICE ENHANCEMENT
01110100 FIN/MGMT SVS-MANAGEMENT & SUPT
01110110 FIN/MGMT SVS-ACCOUNTING
01110115 FIN/MGMT SVS-PAYROLL
01110120 FIN/MGMT SVS-PURCHASING
01110130 FIN/MGMT SVS-TREAS/CUST SVS
127,544
1,470,967
2,530,727
900,707
264,683
1,351,959
3,496,975
771,271
317,350
1,646,840
3,119,020
934,270
334,600
1,914,450
3,294,160
939,050
781,338 1,444,953
2,478,109
1,320,873
1,626,540
2,441,530
1,323,160
1,784,470
2,777,090
1,556,940
2,414,249
1,044,48501110131 FIN/MGMT SVS-MUNICIPAL UTILITY
SERVICES
01110132 FIN/MGMT SVS-TAX AND LICENSING 0 480,162 565,160 667,400 Subtotal 9,270,019 11,608,984 11,973,870 13,268,160
Library
01111017 LIBRARY - SERVICE ENHANCEMENT
01111110 ADMINISTRATION
247,221
929,109
371,003 458,480 530,850
1,740,418 2,101,000 2,121,900
13 City Council
16 –
24 6/18/2024
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Acct. Unit DEPARTMENT & DIVISION
01111120 LIBRARY- OUTREACH SERVICES 0 0 0 325,960
793,23001111150 ADULT SERVICES 1,015,779
884,377
663,976
980,727
749,660
1,144,940
968,560
01111160 YOUTH SERVICES 1,179,380
745,49001111180 YOUNG ADULT SERVICES
01111190 TECH & SUPPORT SVCS
773,369 978,303
1,687,623
5,537,478
1,734,245
6,468,671
1,969,870
7,392,510
2,219,420
7,916,230Subtotal
Museum Fund
01112030 MUSEUM CAPITAL AND MAINTENANCE
Subtotal
1,473,170 2,566,833 1,674,210 1,715,320
1,473,170 2,566,833 1,674,210 1,715,320
Parks, Rec. & Community Services
01113017 PRCSA - SERVICE ENHANCEMENT
01113200 PRCSA - ADMINISTRATION
01113220 PRCSA - ZOO
5,419,691
1,413,657
1,777,854
4,865,118
8,578,341
22,054,661
1,493,958
1,012,415
2,596,553
7,616,809
0 2,810,130
1,170,920
2,978,240
8,247,700
0 3,853,670
1,198,850
3,380,110
7,651,330
0 01113230 PRCSA - RECREATION & COMM. SVC
01113250 PRCSA - PARK FACILITIES
Subtotal 12,719,734 15,206,990 16,083,960
Police Department
01114017 PD - SERVICE ENHANCEMENT
01114400 OFFICE OF THE CHIEF OF POLICE
01114401 FISCAL & BUDGET
01114402 HUMAN RESOURCES
01114403 BUILDING & FACILITY
01114404 BACKGROUNDS
3,788,917
1,478,978
1,652,767
654,221
4,457,848
1,541,852
1,110,554
1,487,509
4,689,312
1,801,886
8,118,700
2,667,809
1,847,262
53,637,499
601,940
4,696,570
1,593,880
1,206,840
1,233,250
4,272,590
1,506,700
8,305,640
2,711,120
1,604,780
58,394,330
603,030
5,182,410
1,901,360
1,196,720
1,378,280
4,754,440
2,052,680
8,646,800
2,828,620
1,725,500
63,729,220
735,380
5,103,794
1,341,960
7,592,519
2,261,380
1,519,891
55,096,954
113,941
01114405 TRAFFIC
01114410 TRAINING SERVICES
01114415 INTERNAL AFFAIRS
01114420 FIELD OPERATIONS
01114421 PD ATHLETIC & ACTIVITY LEAGUE
01114425 INFORMATION SERVICES
01114430 ANIMAL SERVICES
1,519,311
0 1,944,627
0 1,774,620
0 1,856,050
3,791,480
9,864,29001114435 CRIMINAL INVESTIGATIONS-SERVICE
ENHANCEMENT
8,349,447 8,954,121 8,601,340
01114440 CRIMES AGAINST PERSONS 6,445,118
5,593,130
5,216,781
5,513,345
4,835,490
5,995,900
8,800,690
001114441 METROPOLITAN DIVISION-SERVICE
ENHANCEMENT
01114445 SPECIAL INVESTIGATIONS
01114448 EVIDENCE
2,002,975
899,763
2,345,502
917,379
2,229,650
942,620
4,186,290
1,033,550
1,322,790
2,786,540
2,247,430
8,159,380
01114450 CDC 1,271,052
2,329,984
1,772,211
6,718,267
1,494,904
2,326,984
1,594,773
6,751,116
1,264,340
2,632,660
2,081,660
7,118,490
01114455 FORENSIC SERVICES
01114460 RECORDS SERVICES
01114465 COMMUNICATIONS-SERVICE
ENHANCEMENT
01114470 VICE/NARCOTICS-SERVICE ENHANCEMENT 423,358 473,908 591,550 950,110
502,510
986,07001114471 INVESTIGATIONS SUPPORT SERVICE-
SERVICE ENHANCEMENT
1,603,267 1,150,058
01114475 JAIL OPERATIONS 18,756,769 18,666,627 21,000,590 22,110,040 14 City Council
16 –
25 6/18/2024
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Acct. Unit DEPARTMENT & DIVISION
01114480 REGIONAL NARCOTIC SUPPRESSION 102,726 301,186 221,350 272,140 286,87001114485 HOMELAND SECURITY & EMERGENCY
MANAGEMENT
316,126 288,954 248,980
01114490 TOBACCO RETAIL LICENSE PRG 93,656 46,550 187,470 207,500 Subtotal 138,802,483 139,948,988 146,805,550 162,545,030 Fire & Emergency Medical Services
01115017 FIRE - SERVICE ENHANCEMENT
01115330 FIRE SUPPRESSION/EMS
8,453,649
42,230,697
50,684,346
9,159,578
42,996,867
52,156,445
14,187,400
42,295,660
56,483,060
14,681,740
43,155,630
57,837,370Subtotal
Planning & Building
01116017 PBA - SERVICE ENHANCEMENT
01116500 PLNG & BLG AGY-ADMINISTRATION
01116510 PLNG & BLG AGY-PLANNING
01116520 PLNG & BLG AGY-PERMIT & INS SV
01116530 PLNG & BLG AGY-PERMIT & PLN CK
211,892
2,305,045
2,390,334
1,900,481
2,441,859
1,413,540
711,885
298,661
2,543,608
1,885,409
2,226,758
2,695,819
1,632,624
782,511
323,620
2,687,490
3,537,740
2,923,050
3,568,140
2,366,450
876,320
470,150
3,057,670
3,401,230
3,031,400
3,688,380
3,159,820
923,750
01116540 PLNG & BLG AGY-COMM PRESERVA
01116550 PROACTIV RENTL ENFORCEMENT PRG
01116560 NEIGHBORHOOD INITIATIVES PROGR
01116570 ANIMAL SERVICES
506,023 598,655 604,080 998,810
3,202,393
15,083,453
4,084,423
16,748,469
3,259,330
20,146,220
0 Subtotal 18,731,210
Public Works
01117017 PWA - SERVICE ENHANCEMENT
01117605 PUB WKS-CITY FCLTIES LIC AGRMT
01117606 PUB WKS DEVELOPMENT ENGINEERING
01117611 PWA - Construction Engineering
01117612 CIP Engineering
1,671,009
9,699
550,000
0 4,171,499
55,062
5,065,240
45,000
6,408,820
45,610
582,053
1,901,804
0 550,000
2,535,340
500,000
5,703,110
550,000
2,404,940
1,400,000
6,620,160
0 01117620 PUB WKS-TRAFFIC/TRANSPORTATION
ENGINEERING-SERVICE ENHANCEMENT
2,803,996 4,261,397
01117621 PUB WKS-Bus Shelter Program – Service 311,111 977,106 0 0 Enhancement
01117622 PWA RIGHT-OF-WAY 0
600,750
500,000
40,440
596,166
1,180,000
850,220
100,000
607,01001117625 PUB WKS-ROADWAY MARKING/SIGNS
01117626 PUB WKS-SIDEWALKS-SERVICE
ENHANCEMENT
1,000,000 1,500,000 1,100,000
01117630 PUB WKS-STREET LIGHT MAINTENAN-
SERVICE ENHANCEMENT
3,084,920 3,173,602 3,358,000 3,293,190
01117642 PUB WKS-GRAFFITI ABATEMENT PROGRAM 1,642,448
3,726,652
2,085,339
3,807,727
2,146,170
4,298,080
2,170,940
4,623,39001117643 PUB WKS-Pub Works Trees – Service
Enhancement
01117644 PUB WKS-CROSSING GUARD-SERVICE
ENHANCEMENT
930,187
147
912,773
423,428
1,063,030
0 1,072,880
001117650 PUB WKS-SARTC MAINTENANCE-SERVICE
ENHANCEMENT
01117651 PARK MAINTENANCE SERV ENHCMENT
01117652 PWA - PARK SERVICE ENHANCEMENT
01117660 PWA_ Road Maintenance
Subtotal
33,197 12,211,063
3,946,604
550,319
13,395,140
4,386,620
3,500,000
50,075,950
13,384,600
4,687,260
3,500,000
51,968,800
0 0
15,864,116 40,696,381
15 City Council
16 –
26 6/18/2024
City of Santa Ana General Fund Expenditure Summary
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Acct. Unit DEPARTMENT & DIVISION
Community Development
01118017 CDA - SERVICE ENHANCEMENT
01118810 ECONOMIC DEVELOPMENT
1,111,191 1,097,087 3,836,630 1,051,660
1,986,860
717,610
1,634,996
352,104
3,651,078
230,453
1,253,120
547,92001118811 HOMELESS SERVICES-SERVICE
ENHANCEMENT
01118812 CDA ADMIN-SERVICE ENHANCEMENT
01118825 SALES TAX REBATE AGREEMENT
240,735
451,974
402,294
275,000
274,040
275,000
296,630
275,000
Subtotal 3,791,000 5,655,913 6,186,710 4,327,760
TOTAL GENERAL FUND USES 358,303,787 373,027,173 414,022,680 406,773,060 16 City Council
16 –
27 6/18/2024
City of Santa Ana Measure X
Fiscal Year Ended June 30, 2025
Recurring costs
identified in
Prior Fiscal Years
7,000,000
1,200,000
500,000
617,610
-
Recurring costs
identified in
FY24‐25
One‐time costs
identified in
FY24‐25
Department
Responsible
Total plan
spendingCategory Description
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Addressing Homelessness
Fixing Streets
Public Safety Response - Homelessness (Labor)
Public Safety Response - Homelessness (Contractual and Other) QOLT Clean-Up Contract Homeless Services
Homeless Outreach & Engagement
PD
PD
7,000,000
1,200,000
500,000
617,610
100,000
PWA
CDA
CDA
PWA
PBA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
Navigation Center Maintenance 100,000
QOLT Clean-Up Staffing (2 Maint Workers II + Sanitation Inspect II) Code Enforcement Officers (2)
Streetlight Pole work - Under lit Areas
577,710
349,020
1,000,000
1,500,000
1,000,000
1,000,000
2,000,000
500,000
-
577,710
349,020
1,000,000
1,500,000
1,000,000
1,000,000
2,000,000
500,000
100,000
1,300,000
680,000
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Fixing Streets
Alley improvement program
Sidewalk and/or Street Repair
Traffic Calming
Pavement Maintenance
Median Landscaping
Maintain Asphalt Pothole Repair Services
Two Traffic Signals: Segerstrom Ave/Raitt St & Segerstrom Ave/Flower St Bristol Street Rehab Completion
100,000
-
-
1,300,000
680,000
Funding for additional police officers, traffic collision investigators; office assistants to relieve police officers stand-by pay, cash-outs and related benefits
Police Department Overtime
Public Safety Specialized Units: Criminal Investigations; Metro Division; Communications; Vice; and Investigations and Support Service Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
PD
PD
PD
5,182,410
1,500,000
5,182,410
1,500,000
2,578,695
2,052,340
103,000
4,627,860
1,900,000
1,446,170
300,000
-
12,629,400
520,370
776,500
-
2,578,695
2,052,340
103,000
4,802,860
1,900,000
1,446,170
300,000
100,000
12,629,400
520,370
892,800
1,200,000
400,000
220,000
530,850
Maintain Effective 9-1-1 Response
Maintain Effective 9-1-1 Response
Maintaining Parks
Maintaining Parks
Maintaining Parks
Maintaining Parks
Maintaining Parks
Retaining Firefighters
Youth Services
Youth Services
Youth Services
Youth Services
Youth Services
Ambulance Service Contract increase to maintain service level Human Resources Technician dedicated to Police Recruiting Park Maintenance and Repairs / Master Plan
Armed Security for Parks
Park Facilities - Personnel
Park Ambassador
Parkland Feasibility Study, including Washington Square Orange County Fire contract increase to maintain service level Zoo and Recreation Personnel
Zoo Contract & Supply Enhancements
Zoo North Wall
Rehab Zoo Walkways
Crossing Guard
Librarians and administrative Support (Personnel)
Youth Employment Program
Sports & Rec Equipment Lending + Additional Programming FMSA
HR
PRCSA/PWA
PRCSA/PWA
PWA
PRCSA
PWA
FMSA
PRCSA
PRCSA
PRCSA
PRCSA
PWA
Library
CDA
PRCSA
175,000
100,000
116,300
1,200,000
400,000-
220,000
530,850
100,000
200,000
51,911,935
-
Youth Services
Youth Services
Youth Services
Subtotal Before Unrestricted Purposes
100,000
200,000
56,083,235491,300 3,680,000
17 City Council
16 –
28 6/18/2024
City of Santa Ana Measure X
Fiscal Year Ended June 30, 2025
Recurring costs
identified in
Prior Fiscal Years
Recurring costs
identified in
FY24‐25
One‐time costs
identified in
FY24‐25
Department
Responsible
Total plan
spendingCategory Description
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Unrestricted General Revenue Purpose
Subtotal Unrestricted Purposes
FY18-19 Budget Deficit - Planned Use of General Fund Reserve FY18-19 Budget Deficit - Planned Staff Savings not implemented New Debt Payments for Purchase of Streetlights
Street Tree Maintenance (Tree-Trimming)
Universal Legal Defense Fund for Dreamers & Parents
Public Meeting Software & ADA Captioning
Sales Tax Rebate - Volvo & Tac Energy
Santa Ana Regional Transportation Center Subsidy and Maintenance Support for Utility Billing, Business Retention and HR - Administrative Principal HR Analyst
Permit Service Technician- PBA salaries
Engineering Salaries for review of Plan Checks and Permits Vietnamese Community Liaison
Part-Time staff salaries
Executive Assistance
FMSA
FMSA
PWA
PWA
CMO
COTC
CDA
PWA
FMSA
HR
10,200,000
1,500,000
800,000
678,330
300,000
50,000
725,000
1,100,000
798,000
75,100
10,200,000
1,500,000
800,000
678,330
300,000
50,000
725,000
1,100,000
798,000
75,100
PBA 121,130
550,000
150,000
85,120
121,130
550,000
150,000
85,120
PWA
CMO
CMO
CMO
CAO
PWA
COTC
PRCSA
CDA
121,100
224,120
150,000
190,350
340,500
100,000
200,000
124,000
420,000
921,000
121,100
224,120
150,000
190,350
715,500
100,000
320,000
124,000
420,000
921,000
36,910
1,000,000
100,000
400,000
250,000
250,000
375,000
65,000
(1) Full-time staff attorney position
Protected Bike Lane sweeping program
Support for City Clerk
Increase the City Events budget
Graffiti Arts Program
375,000
120,000Arts & Culture Event Sponsorship Program / Arts Funding Economic Dev. Spec. I
CDA
CDA
City Council, Contract Vendor Personnel Services
PWA Graffiti Abatement Service Enhancement (Graffiti Removal) Fleet Operating Support - Operating supplies
Electrical feeder upgrades (SCE) and Electrical Panel at City Yard Fleet Electrification Master Plan
City Yard Operations - Strategic Master Plan
City Yard Deferred Facility Maintenance Repairs
City Yard Car Wash Rehab
COTC
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
PWA
Multiple
36,910
- 1,000,000
100,000
400,000
250,000
250,000
375,000
65,000
City Yard Digital Media Billboard
City Yard - Rehab Ice Making Room
Upgrade Fueling Station Software for City Fleet Tracking Funding for 5 ARPA Positions (6 Months)
Bus Shelter Maintenance
Vehicle replacement for building maintenance
Future Pension Stabilization (115 Trust)
250,000
319,650
250,000
319,650
250,000
67,000
5,800,000
29,582,310
250,000
67,000
5,800,000
8,876,650
-
19,923,750 781,910
Totals $ 71,835,685 $ 1,273,210 $ 12,556,650 $ 85,665,545 18 City Council
16 –
29 6/18/2024
CANNABIS FUND - YOUTH SERVICES
YOUTH SERVICES (47%) FY 2024-25
92,070Book Mobile
Digital Subscriptions & Content
Hotspots and Chromebooks Data Plans
Library Staffing & Support
Library Youth Programs/Events
Recreation & Zoo Staffing Support
Zoo and You
226,810
292,350
301,700
97,070
2,068,390
90,300
Zoo Nature Center 62,780
Aquatics 73,660
Aquatics Maintenance 40,000
Teen Excursions 173,560
34,260Recreation Mobile, Events & Youth Programs
Internship Program Wages & Support
Camp Operations
627,240
40,000
Salgado Gym Protective Flooring
Children’s Zoo
100,000
100,000
4,420,190TOTAL FY 2024-25 PROPOSED BUDGET
TOTAL FY 2023-24 ADOPTED BUDGET 4,182,410
19 City Council
16 –
30 6/18/2024
CANNABIS FUND - ENFORCEMENT SERVICES
ENFORCEMENT SERVICES (53%) FY 2024-25
285,740City Attorney Staffing & Support
Code Enforcement Staffing & Support
Code Enforcement Equip/Supply
Police Staffing & Support
1,088,090
56,130
1,831,540
246,940Police Contracts & Equip/Supply
Evidence Warehouse 233,400
Body Worn Camera Program (Year 3 of 5)
Finance Collections Staffing & Support
Cannabis Auditing Contracts
1,029,150
124,970
120,550
TOTAL FY 2024-25 PROPOSED BUDGET 5,016,510
TOTAL FY 2023-24 ADOPTED BUDGET 5,627,490
20 City Council
16 –
31 6/18/2024
Estimated Spendable Fund Balance Summary
Fiscal Year 2024-2025
Fund
Number
FY 24-25
Revenues
FY 24-25
Transfers In
FY 24-25 Total
Resources
FY 24-25
Expenditures
FY 24-25
Transfers Out
FY 24-25
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceFund Name Beginning Balance
GENERAL FUND
011 GENERAL FUND 101,798,440 406,517,340 10,000 406,527,340 (375,630,770) (31,142,290) (406,773,060) (245,720) 101,552,720 General Fund Total 101,798,440 406,517,340 10,000 406,527,340 (375,630,770) (31,142,290) (406,773,060) (245,720) 101,552,720
SPECIAL REVENUE - GENERAL FUND
CANNABIS PUBLIC BENEFIT FUND
CASP CERTIFICATION & TRAINING
CATV FUND
PRCSA / LIBRARY FEE & DONATION
CAPITAL OUTLAY FUND
CITY SERVICES
STRONG MOTION INSTRUMENTATION
OPIOID REMEDIATION
012
016
021
022
051
053
110
111
120
121
2,198,031
432,983
1,826,411
12,401
868,876
1,966,424
107,208
149,242
181,549
707,777
8,450,902
-
85,000
252,830
5,000
1,043,500
3,340,710
16,000
789,700
684,970
100,000
6,317,710
9,436,700 9,436,700
85,000
252,830
5,000
1,336,280
3,340,710
16,000
789,700
684,970
100,000
16,047,190
(9,436,700)
(85,000)
(250,000)
(67,650)
(1,077,000)
(3,340,710)
(16,000)
(1,456,450)
(866,520)
(100,000)
(16,696,030)
-
-
-
-
-
-
-
-
-
-
-
(9,436,700)
(85,000)
(250,000)
(67,650)
(1,077,000)
(3,340,710)
(16,000)
(1,456,450)
(866,520)
(100,000)
(16,696,030)
- 2,198,031
432,983
1,829,241
(50,249)
1,128,156
1,966,424
107,208
(517,508)
(1)
-
-
-
-
2,830
(62,650)
259,280
-
292,780
-
-
-
-
-
-
(666,750)
(181,550)
-
FIRE FACILITIES FUND
SPECIAL REPAIR/DEMOLITION
Special Revenue - General Fund Total
707,777
7,802,0629,729,480 (648,840)
GRANT FUNDS
031
122
123
124
125
127
128
130
135
136
137
138
139
140
143
144
145
158
165
169
179
180
181
182
183
AIR QUALITY IMPR. (AB 2766)
EMERGENCY & HEALTH GRANTS
WORKFORCE INVESTMENT ACT
ORANGE COUNTY SSA GRANTS
OES UASI
59,521
329,962
(344,001)
2,367
(161,794)
45,171
773,946
530,635
247,976
721,897
(450,000)
36,510
417,200
3,207,750
2,900,730
838,960
521,000
95,000
1,005,000
2,018,290
5,606,020
51,000,000
2,500,000
4,200,000
244,730
5,487,580
68,000
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
417,200
3,207,750
2,900,730
838,960
521,000
95,000
1,005,000
2,018,290
5,606,020
51,000,000
2,500,000
4,200,000
244,730
5,487,580
68,000
(469,620)
(823,190)
(2,693,910)
(830,000)
(521,020)
(95,000)
(1,005,000)
(1,590,590)
(5,856,650)
(51,300,000)
(2,500,000)
(4,200,000)
(315,370)
(6,260,420)
(17,390)
(5,930)
(11,270)
(38,510)
(8,960)
(475,550)
(834,460)
(2,732,420)
(838,960)
(521,020)
(95,000)
(1,005,000)
(1,598,670)
(5,936,640)
(51,300,000)
(2,500,000)
(4,200,000)
(315,570)
(6,337,750)
(17,390)
(58,350)
2,373,290
168,310
1,171
2,703,252
(175,691)
2,367
(161,814)
45,171
773,946
950,255
(82,644)
421,897
(450,000)
36,510
(40,669)
1,964,075
67,989
-
-
-
-
(20)
-D.O.J. GRANT FUND
POLICE BLOCK GRANTS -
419,620
(330,620)
(300,000)
-
HOME PROGRAM FEDERAL GRANT
COMMUNITY DEV BLOCK GRANT
HOUSING AUTHORITY-VOUCHER HAP
HOUSING AUTHORITY- MAINSTREAM
HOUSING AUTHORITY- MS5
HOUSING AUTHORITY-NEW CONSTR
HOUSING AUTHORITY-VOUCHER ADM
CALHOME MFGD HSG LOAN
PRISON TO EMPLOYMENT PROGRAM
RENTAL REHABILITATION GRANT
PLANNING GRANTS PROGRAM
OFFICE OF SAFETY GRANT
RECREATION GRANTS FUND
ARPA EHV HAP
ARPA EHV ADMIN FEES
AMERICAN RESCUE PLAN ACT
HOME-ARP PROGRAM FEDERAL GRANT
ARPA - CA FOR ALL YOUTH WDP
Grant Funds Total
(8,080)
(79,990)
-
-
- -
30,171
2,814,245
17,379
(200)
(77,330)
(70,840)
(850,170)
50,610
-
490
(96,440)
-
(130,220)
-
21,290
(3,664,380)
-
-
-
-
-
-
-
-
-
- 570,770
490
570,770
490
(570,770)
-
(570,770)
-
-
358,062
7,107,421
262,565
195,218
567,221
64,924
85,598,553
(15,506)
0 358,552
7,010,981
262,565
64,998
567,221
86,214
81,934,173
(15,506)
(71,640)
96,253,373
152,490
160,000
308,850
1,850,000
205,200
-
64,090
1,165,940
84,588,090
152,490
160,000
308,850
1,850,000
205,200
-
64,090
1,165,940
84,588,090
(248,930)
(160,000)
(439,070)
(1,850,000)
(183,910)
(3,664,380)
(64,090)
(248,930)
(160,000)
(439,070)
(1,850,000)
(183,910)
(3,664,380)
(64,090)
-
-
-(1,237,580)
(86,896,890)
(1,237,580)
(87,127,160)
(71,640)
(2,539,070)98,792,443 (230,270)
21 City Council
16 –
32 6/18/2024
Estimated Spendable Fund Balance Summary
Fiscal Year 2024-2025
Fund
Number
FY 24-25
Revenues
FY 24-25
Transfers In
FY 24-25 Total
Resources
FY 24-25
Expenditures
FY 24-25
Transfers Out
FY 24-25
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceFund Name Beginning Balance
OTHER RESTRICTED FUNDS
OTS-TRAFFIC OFFENDER PROGRAM
INMATE WELFARE FUND
POLICE ACTIVITIES & PROGRAMS
IDB & EZ VOUCHER MONITORING
SPECIAL GAS TAX
CIVIC CENTER MAINTENANCE
HOUSING AUTHORITY-ISSUER FEE
US DOJ ASSET FORFEITURE FUND
US TREASURY ASSET FORFEITURE
EMERGENCY RENTAL ASSISTANCE PG
RENT STABILIZATION
CDA INCLUSIONARY HOUSING FEE
HOUSING AUTHORITY LMIHF
2018 SERIES TAX ALLOC BOND
COSA RDA
020
023
024
025
029
074
133
166
167
177
185
417
607
655
670
671
27,746
1,282,342
(235,295)
179,400
1,685,546
(206,536)
2,519,990
670,939
52,921
612,726
421,360
3,497,592
4,033,280
-
13,280 -
-
-
-
-
-
-
-
-
-
-
-
-
13,280 (35,000) -
-
-
-
(35,000) (21,720)
(911,500)
(15,500)
2,000
(480,920)
-
(949,960)
(600,000)
(100,000)
(141,630)
(1,498,680)
(2,284,810)
191,190
-
6,026
370,842
(250,795)
181,400
1,204,626
(206,536)
1,570,030
70,939
(47,079)
471,096
(1,077,320)
1,212,782
4,224,470
-
558,573
10,964,167
19,253,221
545,000
767,120
2,000
15,696,070
2,143,500
76,440
-
545,000
767,120
2,000
15,696,070
2,143,500
76,440
(1,456,500)
(782,620)
-
(1,456,500)
(782,620)
-
(8,103,240)
(2,132,400)
(1,025,300)
(600,000)
(100,000)
(141,630)
(2,951,380)
(2,345,930)
(459,170)
(11,869,190)
(123,580)
(231,480)
(32,357,420)
(8,073,750)
(11,100)
(16,176,990)
(2,143,500)
(1,026,400)
(600,000)
(100,000)
(141,630)
(2,951,380)
(2,356,310)
(469,310)
(11,869,190)
(123,580)
(12,216,930)
(52,449,340)
(1,100)
-
-
-
-
(10,380)
(10,140)
-
-
-
-
-
-
1,452,700
71,500
660,500
-
1,452,700
71,500
660,500
11,869,190
116,260
12,216,930
45,630,490
11,869,190
116,260
-
565,893
10,964,167
26,072,071
- - (7,320)
COSA RDA OBLIGATION RETIREMENT 12,216,930
33,645,040
(11,985,450)
(20,091,920)
-
Other Restricted Funds Total 11,985,450 (6,818,850)
ENTERPRISE FUNDS
027
056
057
060
067
068
069
PARKING FUND 3,138,317
7,648,865
5,829,711
236,696
3,458,100
9,806,000
915,000
72,369,640
687,490
6,256,000
23,290,230
116,782,460
- 3,458,100
9,806,000
3,615,360
72,369,640
1,769,360
6,456,000
23,290,230
120,764,690
(5,070,190)
(9,438,160)
(3,380,490)
(70,864,890)
(1,811,610)
(8,659,930)
(21,555,320)
(120,780,590)
(780)
(2,296,200)
(200,000)
(1,280,800)
-
(5,070,970)
(11,734,360)
(3,580,490)
(72,145,690)
(1,811,610)
(8,659,930)
(25,199,760)
(128,202,810)
(1,612,870)
(1,928,360)
34,870
223,950
(42,250)
(2,203,930)
(1,909,530)
(7,438,120)
1,525,447
5,720,505
5,864,581
460,646
SANITARY SEWER SERVICE
FED CLEAN WATER PROTECTION ENT
WATER REVENUE
REGIONAL TRANSP CENTER
SANITATION FUND
-
2,700,360
-
1,081,870
200,000
-
303,575 261,325
4,064,395
7,514,209
28,735,768
- 1,860,465
5,604,679
21,297,648
REFUSE COLLECTION SERVICE (3,644,440)
(7,422,220)Enterprise Funds Total 3,982,230
INTERNAL SERVICE FUNDS
EQUIPMENT REPLACEMENT FUND
BUILDING MAINT FUND
FLEET MAINTENANCE/STORES
LIABILITY AND PROPERTY INS FND
EMPLOYEE GROUP INSURANCE
WORKERS COMPENSATION FUND
CITY YARD OPERATION
070
073
075
080
081
082
085
086
101
109
3,730,137
1,416,746
749,697
13,954,070
562,683
18,304,735
(692,853)
40,266
1,935,550
4,193,139
44,194,170
2,048,240
6,323,070
6,127,100
11,847,130
29,068,520
10,039,980
3,260,020
6,734,440
9,125,580
10,746,710
95,320,790
-
-
-
2,048,240
6,323,070
6,127,100
16,501,950
31,603,100
10,039,980
3,260,020
6,734,440
9,125,580
10,746,710
102,510,190
(3,458,320)
(6,581,470)
(6,783,500)
(16,501,950)
(31,100,470)
(10,037,640)
(3,061,190)
(6,621,230)
(10,129,730)
(14,373,920)
(108,649,420)
-
-
-
-
-
-
-
(3,458,320)
(6,581,470)
(6,783,500)
(16,501,950)
(31,100,470)
(10,037,640)
(3,061,190)
(6,734,440)
(10,224,200)
(14,373,920)
(108,857,100)
(1,410,080)
(258,400)
(656,400)
-
502,630
2,340
198,830
-
(1,098,620)
(3,627,210)
(6,346,910)
2,320,057
1,158,346
93,297
13,954,070
1,065,313
18,307,075
(494,023)
40,266
4,654,820
2,534,580
-
-
-
-
-
PUB WKS ENG/PROJ MGMT
PUB WKS-ADMIN & PLANNING
INFO SYS STRATEGIC PLAN
(113,210)
(94,470)
-
836,930
565,929
37,847,260Internal Service Funds Total 7,189,400 (207,680) 22 City Council
16 –
33 6/18/2024
Estimated Spendable Fund Balance Summary
Fiscal Year 2024-2025
Fund
Number
FY 24-25
Revenues
FY 24-25
Transfers In
FY 24-25 Total
Resources
FY 24-25
Expenditures
FY 24-25
Transfers Out
FY 24-25
Total Uses
Change in Fund
Balance
Estimated Ending
Fund BalanceFund Name Beginning Balance
CAPITAL PROJECT FUNDS
032
034
035
054
055
058
059
148
221
404
MEASURE M-STREET CONSTRUCTION
NEW TRANSPO SYS IMPR AREA E
NEW TRANSPO SYS IMPR AREA F
SANITARY SEWER CAPITAL
25,580,269
242,034
170,315
6,962,060 -
-
-
6,962,060 (6,722,280) -
-
-
-
-
-
-
-
-
-
-
(6,722,280) 239,780
(242,030)
(170,310)
50,000
1,580,000
170,800
(3,359,130)
(5,551,000)
(118,250)
-
25,820,049
4-
-
-
-
(242,030)
(170,310)
(2,000,000)
-
(481,200)
(13,919,690)
(5,551,000)
(118,250)
(735,100)
(29,939,860)
(242,030)
(170,310)
(2,000,000)
-
(481,200)
(13,919,690)
(5,551,000)
(118,250)
(735,100)
(29,939,860)
5 87,102 50,000
1,580,000
652,000
2,000,000 2,050,000
1,580,000
652,000
10,560,560
-
137,102
2,825,993
5,650,502
7,486,895
3,737,543
966,677
71,222
SEWER CONNECTION FEE 1,245,993
5,479,702
10,846,025
9,288,543
1,084,927
71,222
-
-RESIDENTIAL STREET IMPROVEMENT
SELECT STREET CONSTRUCTION
TRAFFIC SYSTEM MGMT GRANT
LOCAL DRAINAGE AREA I
-
-
-
-
10,560,560
-
- -
COSA 2014 LEASE FINANCING 735,100
13,295,660
735,100
22,539,720Capital Project Funds Total 54,096,133 9,244,060 (7,400,140) 46,695,993
DEBT SERVICE FUND
406 2021 PENSION OBLIGATION BONDS 34,100 - 12,902,160 12,902,160 (12,902,110) - (12,902,110) 50 34,150 Debt Service Fund Total 34,100 - 12,902,160 12,902,160 (12,902,110) - (12,902,110) 50 34,150 GRAND TOTAL - ALL FUNDS $ 362,174,026 $ 752,415,490 $ 59,094,380 $ 811,509,870 $ (783,853,090) $ (59,094,380) $ (842,947,470) $ (31,437,600) $ 330,736,426 23 City Council
16 –
34 6/18/2024
tKZ<&KZꢄꢀ
ꢄ,ꢁE'ꢀ^
Organizational Chart
Workforce Changes - Additions and Deletions
Workforce Changes - Reallocations
24 City Council
16 –
35 6/18/2024
FY 24-25 ORGANIZATION CHART
AUTHORIZED FULL-TIME EMPLOYEES
Residents of the City of Santa Ana
Mayor and City
Council
City Attorney
23 City Manager
15 City Clerk
7 Parks, Recreation &
Community Services
Planning &
Building
Library
38 Public Works
317
Police Finance &
Management
Services
Information
Technology
Community Human
Department Development Resources
65 95 660 24 79 3170
FY 24-25 Total Authorized Full-Time Positions: 1,424
25 City Council
16 –
36 6/18/2024
Proposed Full-Time Workforce Changes - FY 24-25
Organizational Changes - Additions/Deletions
Value in months
for FY 23-24
9 mos
Department
City Attorney
Qty. Position Fiscal Impact General Fund Non-General Fund -
Annual Value
1 Senior Legal Management Analyst 109,790
109,790
109,790
109,790
146,387
146,3871
Value in months
for FY 23-24
12 mos
Department
City Manager
Qty. Position Fiscal Impact General Fund
-
Non-General Fund Annual Value
(1) Equity and Inclusion Coordinator (130,090)
(130,090)
(130,090)
(130,090)
(130,090)
(130,090)(1)
Value in months
for FY 23-24
12 mos
Department Qty. Position Fiscal Impact General Fund Non-General Fund Annual Value Community Development 1
1 1
1 1
2 7
Housing Authority Coordinator
Senior Housing Specialist
Economic Development Specialist I
Economic Development Specialist II*
Workforce Specialist I
164,160
123,240
95,920
141,600
71,640
164,160
123,240
164,160
123,240
127,890
141,600
95,520
12 mos
9 mos
12 mos
9 mos
95,920
141,600
71,640
167,220
526,260
Workforce Specialist III 167,220
763,780
9 mos 222,960
875,370237,520
* Underfill with Economic Development Specialist I
Value in months
for FY 23-24Department Qty. Position Fiscal Impact General Fund Non-General Fund Annual Value Finance & Management
Services 1 Customer Service Representative 97,570 97,570 12 mos 97,570 1 97,570 97,570 - 97,570
Value in months
for FY 23-24
12 mos
Department Qty. Position Fiscal Impact General Fund
-
Non-General Fund Annual Value
Human Resources (1) Human Resources Analyst (127,650)
(127,650)
(127,650)
(127,650)
(127,650)
(127,650)(1)
26 City Council
16 –
37 6/18/2024
Proposed Full-Time Workforce Changes - FY 24-25
Organizational Changes - Additions/Deletions
Value in months
for FY 23-24Department Qty. Position Fiscal Impact General Fund Non-General Fund Annual Value Parks, Recreation, and
Community Services 1 Zoo Keeper II 71,380 71,380 9 mos 95,170 1 71,380 71,380 - 95,170
Value in months
for FY 23-24
12 mos
Department Qty. Position Fiscal Impact General Fund Non-General Fund Annual Value Planning and Building (1)
(1)
(1)
(1)
(4)
Permit Services Technician (113,710)
(157,170)
(130,090)
(118,040)
(519,010)
(113,710)
(157,170)
(130,090)
(118,040)
(519,010)
(113,710)
(157,170)
(130,090)
(118,040)
(519,010)
Assistant Plan Check Engineer
Management Analyst
Assistant Planner I
12 mos
12 mos
12 mos
-
Value in months
for FY 23-24
9 mos
Department
Public Works
Qty. Position Fiscal Impact General Fund Non-General Fund Annual Value 1 Building Maintenance Technician 75,830
96,310
91,950
(128,390)
(81,050)
54,650
75,830 101,110
128,410
183,900
(128,390)
(81,050)
203,980
1 1
Public Works Project Specialist
Senior Civil Engineer
96,310
91,950
(128,390)
(81,050)
(21,180)
9 mos
6 mos
12 mos
12 mos
(1)
(1)
1 Public Works Project Specialist
General Maintenance Assistant
75,830
Total Funded Positions 5 320,420 592,090 (271,670) 641,727 27 City Council
16 –
38 6/18/2024
WƌŽƉŽƐĞĚꢂ&ƵůůͲdŝŵĞꢂtŽƌŬĨŽƌĐĞꢂꢄŚĂŶŐĞƐꢂͲꢂ&zꢂϮϰͲϮϱ
ꢂKƌŐĂŶŝnjĂƚŝŽŶĂůꢂꢄŚĂŶŐĞƐꢂͲꢂZĞĂůůŽĐĂƚŝŽŶƐ
sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰ
12 mos
ꢃĞƉĂƌƚŵĞŶƚꢂ
ꢄŝƚLJꢂꢁƚƚŽƌŶĞLJ
YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ 1 City Attorney's Office Executive Legal Assistant 141,320 (112,620)
217,360
141,320
(112,620)
217,360
141,320
(112,620)
217,360
(1)
1 Executive Secretary
Senior Assistant City Attorney
12 mos
12 mos
(1)
Ϭ
Senior Assistant City Attorney - Employee Relations (217,360) ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϮꢂ ϴ͕ϳϬϬ
(217,360)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϮꢂ ϴ͕ϳϬϬ
12 mos (217,360)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϮꢂ ϴ͕ϳϬϬꢂꢂꢂꢂꢂꢂꢂꢂͲꢂ
EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ
ꢂꢂꢂꢂꢂꢂꢂꢂꢂ
sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰ
12 mos
ꢃĞƉĂƌƚŵĞŶƚꢂ
ꢄŝƚLJꢂDĂŶĂŐĞƌ
YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ
(1)
1 Ϭ
Strategic Communications Manager
Assistant City Manager*
(298,030)
298,030
ꢂͲꢂ
(298,030)
298,030
ꢂͲꢂ
(298,030)
298,030
Ͳ ꢂ
12 mos
Ͳ
* Organizational Change in FY 23-24
sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰ
12 mos
ꢃĞƉĂƌƚŵĞŶƚꢂ YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ
ꢂ Ͳꢂ
EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ
ꢄŽŵŵƵŶŝƚLJꢂꢃĞǀĞůŽƉŵĞŶƚ 1 Housing Programs Coordinator
Senior Community Development Analyst
162,390
(139,960)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϮꢂ Ϯ͕ϰϯϬ
162,390
(139,960)
ϮϮ͕ϰϯϬ
162,390
(139,960)
ꢂꢂꢂꢂꢂꢂꢂϮꢂ Ϯ͕ϰϯϬ
(1)
Ϭ
12 mos
sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰꢃĞƉĂƌƚŵĞŶƚꢂ YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ &ŝŶĂŶĐĞꢂΘꢂDĂŶĂŐĞŵĞŶƚꢂ^ĞƌǀŝĐĞƐ 1 Tax Compliance Officer
Business Tax Collector/Inspector
127,480 127,480 12 mos
12 mos
127,480
(1) (120,180) (120,180) (120,180)
Ϭ ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϳ͕ϯϬϬ ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂͲꢂ ꢂꢂꢂꢂϳ͕ϯϬϬ ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϳ͕ϯϬϬ sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰ
12 mos
ꢃĞƉĂƌƚŵĞŶƚꢂ YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ WŽůŝĐĞꢂꢃĞƉĂƌƚŵĞŶƚ 1 Police Oversight Commission Secretary 96,050 (89,880)
112,660
96,050
(89,880)
112,660
96,050
(89,880)
112,660
(1)
1 (1)
Ϭ
Senior Office Assistant
Senior Accounting Assistant*
Accounting Assistant
12 mos
12 mos
12 mos(112,660)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϲ͕ϭϳϬ
(112,660)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϲ͕ϭϳϬ
(112,660)
ꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂꢂϲ͕ϭϳϬꢂꢂꢂꢂꢂꢂꢂͲꢂ
* Organizational Change in FY 23-24
sĂůƵĞꢂŝŶꢂŵŽŶƚŚƐꢂ
ĨŽƌꢂ&zꢂϮϯͲϮϰ
12 mos
ꢃĞƉĂƌƚŵĞŶƚꢂ
WƵďůŝĐꢂtŽƌŬƐ
YƚLJ͘ WŽƐŝƚŝŽŶ &ŝƐĐĂůꢂ/ŵƉĂĐƚ 'ĞŶĞƌĂůꢂ&ƵŶĚ EŽŶͲ'ĞŶĞƌĂůꢂ&ƵŶĚ ꢁŶŶƵĂůꢂsĂůƵĞ 1 Public Works Projects Specialist
Management Aide
146,850
(139,850)
146,850
(139,850)
146,850
(139,850)(1) 12 mos
28 City Council
16 –
39 6/18/2024
WƌŽƉŽƐĞĚꢂ&ƵůůͲdŝŵĞꢂtŽƌŬĨŽƌĐĞꢂꢄŚĂŶŐĞƐꢂͲꢂ&zꢂϮϰͲϮϱ
ꢂKƌŐĂŶŝnjĂƚŝŽŶĂůꢂꢄŚĂŶŐĞƐꢂͲꢂZĞĂůůŽĐĂƚŝŽŶƐ
2 (2)
1 (1)
1 (1)
1 Assistant Engineer
Public Works Contracts Administrator
Assistant Engineer
266,580 266,580
(266,580)
12 mos
12 mos
12 mos
12 mos
12 mos
12 mos
12 mos
12 mos
266,580
(266,580)
110,270
(101,450)
188,710
(177,850)
203,820
(191,220)
ϯϵ͕ϮϴϬ
(266,580)
110,270
(101,450)
188,710
(177,850)
203,820
(191,220)
ꢂꢂϯꢂ ϵ͕ϮϴϬ
110,270
(101,450)
188,710
(177,850)
203,820
(191,220)
ϯϮ͕ϮϴϬ
Engineering Technician
Park and Landscape Design Manager
Associate Park and Landscape Planner
Principal Civil Engineer
(1)
Ϭ
Administrative Services Manager
ꢂꢂꢂ
ꢂꢂꢂ
ϳ͕ϬϬϬ
dŽƚĂůꢂZĞĂůůŽĐĂƚŝŽŶꢂꢄŚĂŶŐĞ Ϭ ꢂꢂϭꢂ Ϭϯ͕ϴϴϬ ϲϳ͕ϭϱϬ ꢂꢂꢂ ϯϲ͕ϳϯϬ ꢂꢂϭꢂ Ϭϯ͕ϴϴϬ 29 City Council
16 –
40 6/18/2024
ꢄ/dzꢂDꢁEꢁ'ꢀZ
30 City Council
16 –
41 6/18/2024
City Manager's Office
Position Summary
Funded
FY 23-24
Funded
FY 24-25Authorized Personnel Workforce Changes
Administrative Receptionist (Excepted) (UC)
Administrative Secretary (Excepted) (UC)
Assistant City Manager (EM)*
City Manager (EM)
Deputy City Manager (EM)**
Equity and Inclusion Coordinator (Excepted) (UC)
Executive Assistant (Excepted) (UC)
Management Aide (Excepted) (UC)
Management Analyst (Excepted) (UC)
Principal Management Analyst (Excepted) (AM)
Public Affairs Information Officer (Excepted) (AM)
Secretary to the City Manager (Excepted) (AM)
Strategic Communications Manager (Excepted) (MM)
1 1
1 1
1 1
2 1
3 1
1 1
1 1
1 2
1 1
0 2
1 3
1 1
1 0
1 (1)
(1)
Authorized Total 16 (1) 15
*Organizational Change in FY 23-24
**Position(s) added in FY 23-24 March 19, 2024 City Council Meeting Reso #2024-006 GENERAL FUND 14.00
FEDERAL/STATE GRANTS 1.00
TOTAL FUNDED POSITIONS 15.00
31 City Council
16 –
42 6/18/2024
City Manager
REVENUE
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED PROPOSED
FY 23-24
VARIANCE
FY 24-25 (FROM PRIOR FY)
PERCENTAGE
VARIANCEFund
021 CATV FUND 555,562 120,728 252,830 252,830 - 0.00%
111 OPIOID
REMEDIATION - - - 789,700 789,700 100.00%
178 COVID-19
RESPONSE - 1,685,467 - - - 0.00%
TOTAL REVENUE 555,562 1,806,195 252,830 1,042,530 789,700 312.34%
EXPENDITURE
ACTUAL ACTUAL ADOPTED PROPOSED VARIANCE
FY 24-25 (FROM PRIOR FY)
PERCENTAGE
VARIANCEFund FY 21-22
2,350,335
24,624
FY 22-23
2,864,637
77,622
FY 23-24
3,144,680
252,830
011 GENERAL FUND
021 CATV FUND
3,963,160
250,000
818,480
(2,830)
26.03%
-1.12%
111 OPIOID
REMEDIATION - - - 1,456,450
-
1,456,450
(143,840)
100.00%
-100.00%178 COVID-19
RESPONSE 137,782 2,097,385 143,840
181 American Rescue
Plan Act 458,868 1,325,398 104,480 132,400 27,920 26.72% TOTAL EXPENDITURE 2,971,608 6,365,043 3,645,830 5,802,010 2,156,180 59.14% 32 City Council
16 –
43 6/18/2024
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
EXPENDITURES
01103010 CITY MANAGER 1,886,993 2,647,971 2,844,680 3,663,160 300,00001103017 CMO - SERVICE ENHANCEMENT
TOTAL EXPENDITURES
463,342 216,667 300,000
2,350,335 2,864,637 3,144,680 3,963,160
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,720,158 2,229,190 2,375,220 3,110,310
443,760
40,520
434,910
23,745
171,522
0 330,739
50,559
254,095
55 460,990
40,520
230,120
37,830
308,570
60,000
TOTAL 2,350,335 2,864,637 3,144,680 3,963,160
33 City Council
16 –
44 6/18/2024
GENERAL FUND
CITY MANAGER ACCOUNTING UNIT
01103017CMO - SERVICE ENHANCEMENT
Account ACTUAL
FY 21-22
129,256
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Code
61000
61040
61100
61120
61130
LINE ITEM RESOURCES
Salaries Regular 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Salaries Overtime 307
15,205
1,857
Retirement-Employer Normal Cost
Medicare Insurance
Health Insurance 33,383
180,008SUBTOTAL SALARIES & BENEFITS
62300 Contract Services-Professional 283,333 216,667 300,000 300,000 SUBTOTAL CONTRACTUALS 283,333 216,667 300,000 300,000
TOTAL 463,342 216,667 300,000 300,000
34 City Council
16 –
45 6/18/2024
GENERAL FUND
CITY MANAGER
CITY MANAGER
Account
ACCOUNTING UNIT
01103010
ACTUAL ACTUAL
FY 22-23
ADOPTED PROPOSED
FY 24-25Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 21-22
1,120,963
0 FY 23-24
1,685,260
0 Salaries Regular 1,603,194
7,747
2,279,430
0Salaries Cash Out/Separation
Salaries Part-Time 121,011
30,244
78,567
0 98,574
5,231
161,430
0 169,510
0Salaries Overtime
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
126,278
23,254
844
153,680
0 189,060
10,820
6,2101,616 5,900
Medicare Insurance 18,379
109,786
9,113
26,155
226,091
9,367
26,440
251,880
10,510
80,120
2,375,220
35,370
299,520
21,900
98,490
3,110,310
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
50,470
1,540,150
102,454
2,229,190
62010
62120
62131
62140
62300
62600
62700
Communications 110,711
8,047
69,474
8,838
53,190
35,000
1,500
35,960
35,000
1,500
Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Parking Validation
2,709 300
3,986 1,655 10,000
43,300
6,000
10,000
43,300
6,000
10,237
3,887
10,329
11,476
12,000
114,072
Auto Expense 12,000
151,577
12,000
160,990
12,000
143,760SUBTOTAL CONTRACTUALS
63001
63300
Miscellaneous Operating Expenses
Gas & Diesel
23,484
261
50,037
521
37,670
2,850
37,670
2,850
SUBTOTAL COMMODITIES 23,745 50,559 40,520 40,520
65000
65010
65011
65012
65040
65055
65100
65105
65210
Building Rental 34,880
6,768
6,120
504
42,420
7,440
1,530
504
42,420
3,040
3,330
0 47,700
3,280
3,340
0 Rental City Equipment
Equipment Replacement Charges
Accident Repair & Replacement
IT Maintenance Charge
Communications- Landlines
Insurance Charges
57,580
0 55,770
0 71,110
0 95,000
13,230
128,380
17,640
0 59,400
2,820
3,450
171,522
127,896
18,535
0 96,000
14,220
0 Benefits Overhead
Delivery Charges
SUBTOTAL FIXED CHARGES 254,095 230,120 308,570
66400
66511
Machinery & Equipment 0
0 0
0 55
55 0
37,830
37,830
60,000
0Computer Software Subscriptions
SUBTOTAL CAPITAL 60,000
TOTAL 1,886,993 2,647,971 2,844,680 3,663,160
35 City Council
16 –
46 6/18/2024
CATV FUND
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
REVENUES
50054
58000
CATV Peg Access Support
Earning On Investments
TOTAL REVENUES
544,029 102,674 242,830 242,830
10,00011,534 18,054 10,000
555,562 120,728 252,830 252,830
EXPENDITURES
02103010 CATV CAPITAL SUPPORT (PEG)
TOTAL EXPENDITURES
24,624
24,624
77,622
77,622
252,830
252,830
250,000
250,000
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
62000
63000
CONTRACTUALS
COMMODITIES
2,824 64,132 227,830 225,000
25,00021,800 13,490 25,000
TOTAL 24,624 77,622 252,830 250,000
36 City Council
16 –
47 6/18/2024
CATV FUND
CITY MANAGER ACCOUNTING UNIT
02103002CATV CAPITAL SUPPORT (PEG)
Account ACTUAL
FY 21-22
544,029
ACTUAL
FY 22-23
ADOPTED
FY 23-24
242,830
PROPOSED
FY 24-25Code
50054
58000
LINE ITEM RESOURCES
CATV Peg Access Support
Earning On Investments
SUBTOTAL REVENUES
102,674 242,830
10,00011,534 18,054 10,000
555,562 120,728 252,830 252,830
TOTAL 555,562 120,728 252,830 252,830
37 City Council
16 –
48 6/18/2024
CATV FUND
CITY MANAGER ACCOUNTING UNIT
02103010CATV CAPITAL SUPPORT (PEG)
Account ACTUAL
FY 21-22
2,824
ACTUAL
FY 22-23
ADOPTED
FY 23-24
2,830
PROPOSED
FY 24-25Code
62010
62300
LINE ITEM RESOURCES
Communications 2,842 0
225,000
225,000
Contract Services-Professional
SUBTOTAL CONTRACTUALS
0 61,290 225,000
2,824 64,132 227,830
63001 Miscellaneous Operating Expenses 21,800 13,490 25,000 25,000 SUBTOTAL COMMODITIES 21,800 13,490 25,000 25,000
TOTAL 24,624 77,622 252,830 250,000
38 City Council
16 –
49 6/18/2024
OPIOID REMEDIATION
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
REVENUES
57492
57493
57494
58000
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0 0
0 0
0 0
0 0
0 0
0 0
570,000
161,700
50,000
8,000
TOTAL REVENUES 0 0 0 789,700
EXPENDITURES
11103010 OPIOID REMEDIATION - CMO
TOTAL EXPENDITURES
0 0
0 0
0 0
1,456,450
1,456,450
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
62000
69000
CONTRACTUALS
MISCELLANEOUS
0 0
0 0
0 0
789,700
666,750
TOTAL 0 0 0 1,456,450
39 City Council
16 –
50 6/18/2024
OPIOID REMEDIATION
CITY MANAGER ACCOUNTING UNIT
11103002OPIOID REMEDIATION REVENUE - CMO
Account ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25Code
57492
57493
57494
58000
LINE ITEM RESOURCES
Opioid Settlements-Abatement
Opioid Settlements-Subdivision
Opioid Settlements-Bankruptcy Abatement
Earning On Investments
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 570,000
161,700
50,000
8,000
SUBTOTAL REVENUES 789,700
TOTAL 0 0 0 789,700
40 City Council
16 –
51 6/18/2024
OPIOID REMEDIATION
CITY MANAGER ACCOUNTING UNIT
11103010OPIOID REMEDIATION - CMO
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25LINE ITEM RESOURCES
62300 Contract Services-Professional 0 0 0 789,700
SUBTOTAL CONTRACTUALS 0 0 0 789,700
69011 Reserve Appropriation 0 0 0 666,750
SUBTOTAL MISCELLANEOUS 0 0 0 666,750
TOTAL 0 0 0 1,456,450
41 City Council
16 –
52 6/18/2024
COVID-19 RESPONSE
DEPARTMENT RESOURCE SUMMARY
CITY MANAGER
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
REVENUES
52000 Federal Grant-Direct
TOTAL REVENUES
0 0
1,685,467 0
0 0
01,685,467
EXPENDITURES
17803011 HEALTH & EQUITY LITERACY
TOTAL EXPENDITURES
137,782
137,782
2,097,385
2,097,385
143,840
143,840
0 0
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
61000
62000
63000
65000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
55,212 62,764 140,140 0
0 0
0 82,525 2,023,973
10,648
0 0
045
0FIXED CHARGES 3,700
TOTAL 137,782 2,097,385 143,840 0
42 City Council
16 –
53 6/18/2024
COVID-19 RESPONSE
CITY MANAGER ACCOUNTING UNIT
17803002HEALTH & EQUITY LITERACY
Account
Code
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25LINE ITEM RESOURCES
Federal Grant-Direct52000 0 1,685,467 0 0
SUBTOTAL REVENUES 0 1,685,467 0 0
TOTAL 0 1,685,467 0 0
43 City Council
16 –
54 6/18/2024
COVID-19 RESPONSE
CITY MANAGER ACCOUNTING UNIT
17803011HEALTH & EQUITY LITERACY
Account ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
82,370
PROPOSED
FY 24-25Code
61000
61020
61100
61102
61120
61130
61180
LINE ITEM RESOURCES
Salaries Regular 45,963 71,792 0
0 0
0 0
0 0
0 Salaries Part-Time 0
5,390
0 221
(5,390)
0 0
10,340
19,310
1,190
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Medicare Insurance 656 (656)
(3,203)
0 Health Insurance 3,203
0 24,240
2,690Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS 55,212 62,764 140,140
62300
63001
Contract Services-Professional 82,525 2,023,973 0 0
SUBTOTAL CONTRACTUALS 82,525 2,023,973 0 0
Miscellaneous Operating Expenses 45 10,648 0 0
SUBTOTAL COMMODITIES 45 10,648 0 0
65100
65105
Insurance Charges 0
0 0
0 0
0 3,220
480
0 0
0 Benefits Overhead
SUBTOTAL FIXED CHARGES 3,700
TOTAL 137,782 2,097,385 143,840 0
44 City Council
16 –
55 6/18/2024
ꢄ/dzꢂꢄKhEꢄ/>
45 City Council
16 –
56 6/18/2024
City Council
EXPENDITURE
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED PROPOSED VARIANCE PERCENTAGE
VARIANCEFund FY 23-24
1,021,070
1,021,070
FY 24-25 (FROM PRIOR FY)
011 GENERAL FUND 528,335
528,335
839,595
839,595
1,043,970 22,900 2.24%
TOTAL EXPENDITURE 1,043,970 22,900 2.24%
46 City Council
16 –
57 6/18/2024
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY COUNCIL
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
EXPENDITURES
01104012 CITY COUNCIL LEGISLATIVE
TOTAL EXPENDITURES
528,335
528,335
ACTUAL
839,595
839,595
ACTUAL
1,021,070
1,021,070
ADOPTED
1,043,970
1,043,970
PROPOSED
FY 24-25OPERATING EXPENSES FY 21-22 FY 22-23 FY 23-24
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
158,472 171,927 156,290 156,290
781,300
34,000
72,380
0 282,024
34,960
52,880
0 460,787
43,271
63,610
100,000
766,300
34,000
64,480
0 TOTAL 528,335 839,595 1,021,070 1,043,970
47 City Council
16 –
58 6/18/2024
GENERAL FUND
CITY COUNCIL ACCOUNTING UNIT
01104012CITY COUNCIL LEGISLATIVE
Account ACTUAL
FY 21-22
83,963
ACTUAL
FY 22-23
ADOPTED
FY 23-24
84,000
PROPOSED
FY 24-25Code
61020
61100
61110
61120
61130
LINE ITEM RESOURCES
Salaries Part-Time 85,500 84,000
7,940Retirement-Employer Normal Cost
Part-Time Retirement
3,679
1,003
4,089
1,181
7,940
1,120 1,120
Medicare Insurance 1,864 2,217 2,080 2,080
Health Insurance 67,963
158,472
78,940
171,927
61,150
156,290
61,150
156,290SUBTOTAL SALARIES & BENEFITS
62010
62120
62140
62300
62302
62322
62600
62700
Communications 143
15,146
50,207
156,948
0 1,089
27,271
1,319
4,500
28,000
59,800
196,700
420,000
0 0
38,500
24,800
240,700
420,000
0 Training, Transportation, Meetings
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Maintenance & Repair Machinery
Parking Validation
231,568
147,649
034
17,545
42,000
282,024
9,890 15,300
42,000
766,300
15,300
42,000
781,300
Auto Expense 42,000
460,787SUBTOTAL CONTRACTUALS
63001
63030
Miscellaneous Operating Expenses
Legislative Community Events S
SUBTOTAL COMMODITIES
24,227
10,732
34,960
30,469
12,802
43,271
20,000
14,000
34,000
20,000
14,000
34,000
65000
65105
Building Rental 52,290
590
63,610
0 63,610
870
71,530
850Benefits Overhead
SUBTOTAL FIXED CHARGES 52,880 63,610 64,480 72,380
66200 Buildings & Building Improvements 0 100,000 0 0
SUBTOTAL CAPITAL 0 100,000 0 0
TOTAL 528,335 839,595 1,021,070 1,043,970
48 City Council
16 –
59 6/18/2024
ꢄ/dzꢂꢄ>ꢀZ<
49 City Council
16 –
60 6/18/2024
City Clerk's Office
Position Summary
Funded
FY 23-24
Funded
FY 24-25Authorized Personnel
Assistant City Clerk (MM)
Workforce Changes
1 1
1 2
2 1
1 1
2 2
City Clerk (EM)
Executive Secretary (UC)
Senior Deputy City Clerk
Senior Office Assistant*
Authorized Total 7 0 7
*Organizational Change in FY 23-24 Mid-Year Report Reso #2024-003 GENERAL FUND 7.00
TOTAL FUNDED POSITIONS 7.00
50 City Council
16 –
61 6/18/2024
City Clerk
EXPENDITURE
ACTUAL
FY 21-22
1,097,509
1,097,509
ACTUAL ADOPTED PROPOSED VARIANCE PERCENTAGE
VARIANCEFund FY 22-23
1,408,949
1,408,949
FY 23-24
2,411,150
2,411,150
FY 24-25 (FROM PRIOR FY)
011 GENERAL FUND 1,934,570 (476,580) -19.77%
TOTAL EXPENDITURE 1,934,570 (476,580) -19.77%
51 City Council
16 –
62 6/18/2024
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY CLERK
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
EXPENDITURES
01107017 COTC - SERVICE ENHANCEMENT
01107031 CLERK OF THE COUNCIL - ADMIN
TOTAL EXPENDITURES
207,147 159,056 201,440 240,350
890,361 1,249,893 2,209,710 1,694,220
1,097,509 1,408,949 2,411,150 1,934,570
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
695,394 654,402 961,840 1,014,020
750,500
22,700
146,460
890
279,654
17,221
105,240
0 619,452
9,445
125,651
0 1,283,160
22,700
143,450
0 TOTAL 1,097,509 1,408,949 2,411,150 1,934,570
52 City Council
16 –
63 6/18/2024
GENERAL FUND
CITY CLERK ACCOUNTING UNIT
01107017COTC - SERVICE ENHANCEMENT
Account ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
70,510
PROPOSED
FY 24-25Code
61000
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 0 27,311 105,290
0Salaries Part-Time 576 0
1,817
724
0 0Salaries Overtime 811 0
Retirement-Employer Normal Cost
Part-Time Retirement
0 8,850
0 4,420
022 0
Medicare Insurance 8 343 1,020
24,120
0 1,520
26,640
970
Health Insurance 0
0 5,044
0Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
0 1,286
36,527
30 1,530
140,3701,417 104,530
62010
62200
62300
Communications 0
29,204
0 24,250
94,101
118,352
1,150
0 0
0Advertising
Contract Services-Professional
SUBTOTAL CONTRACTUALS
171,485
200,690
90,000
91,150
90,000
90,000
63001 Miscellaneous Operating Expenses 5,041 1,436 0 0
SUBTOTAL COMMODITIES 5,041 1,436 0 0
65040
65055
65100
65105
IT Maintenance Charge
Communications- Landlines
Insurance Charges
0 0
0 0
0 0
0 5,690
0 5,940
830
2,510
232
60 2,940
270Benefits Overhead 10
SUBTOTAL FIXED CHARGES 2,742 5,760 9,980
TOTAL 207,147 159,056 201,440 240,350
53 City Council
16 –
64 6/18/2024
GENERAL FUND
CITY CLERK ACCOUNTING UNIT
01107031CLERK OF THE COUNCIL - ADMIN
Account ACTUAL
FY 21-22
520,506
ACTUAL
FY 22-23
ADOPTED
FY 23-24
552,590
PROPOSED
FY 24-25Code
61000
61010
61020
61040
61100
61110
61120
61130
61170
61180
LINE ITEM RESOURCES
Salaries Regular 334,775 602,880
0Salaries Cash Out/Separation
Salaries Part-Time
0 22,248
689
99,032
54,498
3,932
3,780
58,440
7,000
37,820
7,000Salaries Overtime
Retirement-Employer Normal Cost
Part-Time Retirement
27,798
834
17,608
1,981
47,240
2,130
55,500
1,420
Medicare Insurance 8,032 7,182 8,810 9,020
Health Insurance 86,399
3,522
73,890
1,070
142,440
2,930
132,480
5,680Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
23,950
693,977
23,907
617,875
31,950
857,310
21,850
873,650
62010
62120
62123
62131
62140
62200
62300
62600
62700
Communications 5,578
3,337
8,024
0 7,302
1,572
6,982
0 9,000
4,100
5,490
6,000Training, Transportation, Meetings
Meals 8,000 8,000
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Advertising
0 600
1,105
821
515 2,700 2,700
449 3,500 3,500
Contract Services-Professional
Parking Validation
49,324
4,775
6,000
78,964
456,751
25,029
2,500
501,100
1,151,210
7,500
593,210
35,000
6,000Auto Expense 6,000
SUBTOTAL CONTRACTUALS 1,192,010 660,500
63001 Miscellaneous Operating Expenses 12,180 8,009 22,700 22,700 SUBTOTAL COMMODITIES 12,180 8,009 22,700 22,700
65000
65040
65055
65100
65105
65210
Building Rental 31,680
34,550
0 38,530
33,460
0 38,530
34,130
0 43,330
41,560
5,790
41,930
3,870
0 IT Maintenance Charge
Communications- Landlines
Insurance Charges 35,420
1,910
1,680
105,240
46,608
4,311
0 59,400
5,630
0 Benefits Overhead
Delivery Charges
SUBTOTAL FIXED CHARGES 122,909 137,690 136,480
66511 Computer Software Subscriptions 0 0 0 890
SUBTOTAL CAPITAL 0 0 0 890
TOTAL 890,361 1,249,893 2,209,710 1,694,220
54 City Council
16 –
65 6/18/2024
ꢄ/dzꢂꢁddKZEꢀz
55 City Council
16 –
66 6/18/2024
City Attorney's Office
Position Summary
Funded
FY 23-24
Funded
FY 24-25Authorized Personnel
Assistant City Attorney (Excepted) (MM)
Chief Assistant City Attorney (Excepted) (MM)
Chief Assistant City Attorney-Employee Relations (Excepted) (CMM) City Attorney (EM)
City Attorney's Office Executive Legal Assistant (Excepted) (AM) Deputy City Attorney (Excepted) (MM)
Executive Secretary (UC)
Management Analyst – Police Oversight Commission (Excepted) (UC)* Paralegal (Excepted) (UC)
Senior Assistant City Attorney (Excepted) (MM)
Senior Assistant City Attorney-Employee Relations (Excepted) (CMM) Senior Legal Management Analyst (Excepted) (AM)
Senior Paralegal (Excepted) (UC)
Workforce Changes
5 1
1 1
0 3
1 1
3 1
2 0
3 5
1 1
1 1
3 0
1 3
2 1
1 3
1 (1)
1 (1)
1 Authorized Total 22 1 23
*Position(s) added in FY 23-24 First Quarter Report Reso #2023-067 GENERAL FUND 17.00
1.00CANNABIS PUBLIC BENEFIT FUND
INTERNAL SERVICE FUND 1.00
OTHER RESTRICTED FUND
TOTAL FUNDED POSITIONS
4.00 23.00
56 City Council
16 –
67 6/18/2024
City Attorney
EXPENDITURE
ACTUAL
FY 21-22
2,416,731
ACTUAL
FY 22-23
2,981,755
ADOPTED PROPOSED
FY 23-24
VARIANCE
FY 24-25 (FROM PRIOR FY)
PERCENTAGE
VARIANCEFund
011 GENERAL FUND 4,365,880 4,500,350 134,470 3.08%
012 CANNABIS PUBLIC
BENEFIT 448,363 514,854 553,080 285,740 (267,340) -48.34% 181 American Rescue
Plan Act 10,917 14,223 - - - 0.00%
TOTAL EXPENDITURE 2,876,011 3,510,832 4,918,960 4,786,090 (132,870) -2.70% 57 City Council
16 –
68 6/18/2024
GENERAL FUND
DEPARTMENT RESOURCE SUMMARY
CITY ATTORNEY
ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25ACTIVITIES
EXPENDITURES
01108017 CAO - SERVICE ENHANCEMENT
01108032 CITY ATTORNEY
0 0 206,190 224,120
2,416,731 2,981,755 4,159,690 4,276,230
TOTAL EXPENDITURES 2,416,731 2,981,755 4,365,880 4,500,350 ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
PROPOSED
FY 24-25OPERATING EXPENSES
61000
62000
63000
65000
66000
SALARIES & BENEFITS
CONTRACTUALS
COMMODITIES
FIXED CHARGES
CAPITAL
1,591,014 1,818,869 2,630,790 2,966,790
1,046,490
40,000
513,913
14,318
294,940
2,545
813,749
20,707
323,990
4,440
1,060,710
311,210
321,830
41,340
366,940
80,130
TOTAL 2,416,731 2,981,755 4,365,880 4,500,350
58 City Council
16 –
69 6/18/2024
GENERAL FUND
CITY ATTORNEY ACCOUNTING UNIT
01108017CAO - SERVICE ENHANCEMENT
Account ACTUAL
FY 21-22
ACTUAL
FY 22-23
ADOPTED
FY 23-24
151,530
PROPOSED
FY 24-25Code
61000
61100
61120
61130
61170
LINE ITEM RESOURCES
Salaries Regular 0
0 0
0 0
0 0
0 0
0 0
0 165,580
20,230
2,400
Retirement-Employer Normal Cost
Medicare Insurance
19,020
2,200
Health Insurance 25,080
1,520
27,480
1,660Retiree Health Benefits
SUBTOTAL SALARIES & BENEFITS 199,350 217,350
62010 Communications 0 0 1,150 0
SUBTOTAL CONTRACTUALS 0 0 1,150 0
65040
65055
IT Maintenance Charge 0
0 0
0 0
0 5,690
0 5,940
830Communications- Landlines
SUBTOTAL FIXED CHARGES 5,690 6,770
TOTAL 0 0 206,190 224,120
59 City Council
16 –
70 6/18/2024
GENERAL FUND
CITY ATTORNEY
CITY ATTORNEY
Account
ACCOUNTING UNIT
01108032
ACTUAL ACTUAL
FY 22-23
ADOPTED PROPOSED
FY 24-25Code
61000
61010
61020
61040
61100
61102
61110
61120
61130
61170
61180
LINE ITEM RESOURCES FY 21-22
1,238,056
0 FY 23-24
1,844,030
0 Salaries Regular 1,358,858
67,292
4,925
2,061,700
0Salaries Cash Out/Separation
Salaries Part-Time 1,848
257
5,000 5,000
500Salaries Overtime 377 500
Retirement-Employer Normal Cost
Retirement- Employer Unfunded- Miscellaneous
Part-Time Retirement
107,345
0 115,681
0 197,690
750
231,560
790
69 185 0 0
Medicare Insurance 18,204
135,648
9,166
80,420
1,591,014
19,164
154,250
10,731
87,408
1,818,869
24,990
265,860
13,200
79,420
2,431,440
29,860
319,230
20,430
80,370
2,749,440
Health Insurance
Retiree Health Benefits
Worker Compensation Insurance
SUBTOTAL SALARIES & BENEFITS
62010
62120
62131
62140
62300
62302
62600
Communications 25,094
5,489
300
21,720
2,495
300
31,300
10,000
1,000
22,870
10,000Training, Transportation, Meetings
SAMA Wellness and Fitness Program Reimbursements
Membership, Subscription & Dues
Contract Services-Professional
Contracted Vendor Personnel Services
Parking Validation
1,000
6,000
464,272
0 6,890
767,281
0 12,000
987,260
5,000
12,000
602,620
385,000
13,00012,758
513,913
15,064
813,749
13,000
1,059,560SUBTOTAL CONTRACTUALS 1,046,490
63001
63010
Miscellaneous Operating Expenses
Furniture & Office Equipment
SUBTOTAL COMMODITIES
14,318
0 20,707
0 40,000
271,210
311,210
40,000
0 14,318 20,707 40,000
65000
65040
65055
65100
65105
65210
Building Rental 118,910
71,970
0 144,630
64,140
0 144,630
71,110
0 162,640
74,210
10,330
99,340
13,650
0 IT Maintenance Charge
Communications- Landlines
Insurance Charges 98,510
4,170
1,380
294,940
100,652
14,568
0 87,440
12,960
0 Benefits Overhead
Delivery Charges
SUBTOTAL FIXED CHARGES 323,990 316,140 360,170
66510
66511
66600
Computer Software 0
0 4,440
0 2,000
39,340
0 0
80,130
0 Computer Software Subscriptions
Books Records Video 2,545
2,545
0 SUBTOTAL CAPITAL 4,440 41,340 80,130
TOTAL 2,416,731 2,981,755 4,159,690 4,276,230