City Council and Regular Adjourned and Special
Housing Authority Meeting Packet
July 15, 2025
CLOSED SESSION MEETING – 4:00 PM
REGULAR OPEN MEETING – 5:30 PM
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
Valerie Amezcua
Mayor
Thai Viet Phan
Councilmember – Ward 1
Benjamin Vazquez
Mayor Pro Tem Ward 2
Jessie Lopez
Councilmember Ward 3
Phil Bacerra
Councilmember Ward 4
Johnathan Ryan Hernandez
Councilmember Ward 5
David Penaloza
Councilmember Ward 6
Mayor and Council telephone: 7146476900
Agenda item inquiries: 7146476520
Sonia R. Carvalho
City Attorney
Alvaro Nuñez
City Manager
Jennifer L. Hall
City Clerk
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting, contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supporting documentation can be found on the City’s website – www.santaana.org/agendasandminutes.
CITY VISION AND CODE OF ETHICS
The City of Santa Ana is committed to achieving a shared vision for the organization and its community. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtful and inclusive process designed to set the City and organization on a course that meets the challenges of today and tomorrow, as follows:
VisionThedynamiccenterofOrangeCountywhichisacclaimedforour:Investmentin City Council 1 7/15/2025
In compliance with the Americans with Disabilities Act (ADA), if you need special assistance to participate in this Meeting, contact Michael Ortiz, City ADA Program Coordinator, at (714) 6475624. Notification 48 hours prior to the Meeting will enable the City to make reasonable arrangements to assure accessibility to this meeting. The City Council agenda and supporting documentation can be found on the City’s website – www.santaana.org/agendasandminutes.
CITY VISION AND CODE OF ETHICS
The City of Santa Ana is committed to achieving a shared vision for the organization and its community. The Vision, Mission and Guiding Principles (Values) are the result of a thoughtful and inclusive process designed to set the City and organization on a course that meets the challenges of today and tomorrow, as follows:
Vision The dynamic center of Orange County which is acclaimed for our: Investment in youth • Safe and healthy community • Neighborhood pride • Thriving economic climate • Enriched and diverse culture • Quality government services Mission To deliver efficient public services in partnership with our community which ensures public safety, a prosperous economic environment, opportunities for our youth, and a high quality of life for residents.
Guiding Principles Collaboration • Efficiency • Equity • Excellence • Fiscal Responsibility • Innovation • Transparency
Code of Ethics and Conduct At the Special Municipal Election held on February 5, 2008, voters approved an amendment to the City Charter which established the Code of Ethics and Conduct for elected officials and members of appointed boards, commissions, and committees to assure public confidence. The following are the core values expressed: • Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • Efficiency Members of the public may attend the City Council meeting inperson or join via Zoom. As a courtesy to the public, the City Council meeting will occur live via teleconference Zoom webinar. You may view the meeting from your computer, tablet, or smart phone via YouTube LiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available on Spectrum channel 3.
PUBLIC COMMENTS – Members of the public who wish to address the City Council on closed session items, items on the regular agenda, or on matters which are not on the agenda but are within the subject matter jurisdiction of the City Council, may do so by one of the following ways:
MAILING OPTION written communications – Public comments may be mailed to:
Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All written communications received via mail two (2) hours before the scheduled start of the meeting will be distributed to the City Council and imaged into the City’s document archive system which is available for public review.
SENDING EMAIL OPTION – Public comments may be sent via email to the City Clerk’s office at eComment@santaana.org. Please note the agenda item you are commenting on in the subject line of the email. All emails received two (2) hours before the scheduled start of the meeting will be distributed to the City Council and imaged into the City’s document archive system which is available for public review.
LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide live comments during the meeting by Zoom or Conference Call. To join by Zoom click on or type the following address into your web browser
https://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 900 9128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerk when it is time for a: i) closed session item, ii) agenda/general comments, iii) special agenda item, or iv) for Housing Authority item. You may request to speak by dialing *9 fromyourphoneoryoumayvirtuallyraiseyourhandfromZoomAftertheClerk City Council 2 7/15/2025
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voters approved an amendment to the City Charter which established the Code of Ethics and Conduct for elected officials and members of appointed boards, commissions, and committees to assure public confidence. The following are the core values expressed: • Integrity • Honesty • Responsibility • Fairness • Accountability • Respect • Efficiency Members of the public may attend the City Council meeting inperson or join via Zoom. As a courtesy to the public, the City Council meeting will occur live via teleconference Zoom webinar. You may view the meeting from your computer, tablet, or smart phone via YouTube LiveStream at https://www.youtube.com/cityofsantaanavideos/ or on CTV3, available on Spectrum channel 3.
PUBLIC COMMENTS – Members of the public who wish to address the City Council on closed session items, items on the regular agenda, or on matters which are not on the agenda but are within the subject matter jurisdiction of the City Council, may do so by one of the following ways:
MAILING OPTION written communications – Public comments may be mailed to:
Office of the City Clerk, 20 Civic Center Plaza M30, Santa Ana, CA 92701. All written communications received via mail two (2) hours before the scheduled start of the meeting will be distributed to the City Council and imaged into the City’s document archive system which is available for public review.
SENDING EMAIL OPTION – Public comments may be sent via email to the City Clerk’s office at eComment@santaana.org. Please note the agenda item you are commenting on in the subject line of the email. All emails received two (2) hours before the scheduled start of the meeting will be distributed to the City Council and imaged into the City’s document archive system which is available for public review.
LIVE VIRTUAL OPTION – As a courtesy, members of the public may provide live comments during the meeting by Zoom or Conference Call. To join by Zoom click on or type the following address into your web browser
https://us02web.zoom.us/j/315965149. To join the Conference Call: Dial (669) 900 9128 and enter MEETING ID: 315 965 149#. You will be prompted by the City Clerk when it is time for a: i) closed session item, ii) agenda/general comments, iii) special agenda item, or iv) for Housing Authority item. You may request to speak by dialing *9 from your phone or you may virtually raise your hand from Zoom. After the Clerk confirms the last three digits of the caller’s phone number or Zoom ID and unmutes them, the caller must press *6 or microphone icon to speak. Callers are encouraged, but not required, to identify themselves by name. Each caller will be provided three (3) minutes to speak, unless due to the number of speakers wanting to speak a decision is made to provide a different amount of time to speak.
INPERSON OPTION Members of the public can provide inperson comments at the podium in the Council Chamber. The Council Chamber will have seating available for members of the public to attend the meeting inperson. Public comments are limited to three (3) minutes per speaker, unless a different time is announced by the presiding chair. Speakers who wish to address the Council must do so by submitting a “Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m. for all other designated public comment periods as listed below. Cards will not be accepted after the Public Comment Session begins without the permission of the presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live comments on closed session items by joining Zoom or the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m. will not be permitted to speak.
City Council 3 7/15/2025
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“Request to Speak” card by 4:00 p.m. for Closed Session items and by 5:45 p.m. for all other designated public comment periods as listed below. Cards will not be accepted after the Public Comment Session begins without the permission of the presiding chair.
The following designated public comment periods are:
1. LIVE PUBLIC COMMENTS ON CLOSED SESSION ITEMS – You can provide live comments on closed session items by joining Zoom or the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand BY 4:00 p.m. Speakers who are not in the speaker queue with their hand raised by 4:00 p.m. will not be permitted to speak.
2. LIVE PUBLIC COMMENTS ON REGULAR AGENDA ITEMS AND NONAGENDA ITEMS (GENERAL PUBLIC COMMENT) – You can provide comments by joining Zoom or the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speaker queue will open at 3:30 p.m. YOU MUST JOIN ZOOM OR THE CONFERENCE CALL and raise your hand PRIOR TO 5:45 p.m. Speakers who are not in the speaker queue with their hand raised by 5:45 p.m. will not be permitted to speak.
3. LIVE PUBLIC COMMENTS ON HOUSING AUTHORITY ITEMS – You can provide comments by joining Zoom or the Conference Call as described in the LIVE or INPERSON PUBLIC COMMENTS OPTION above. Speakers not in the queue by 5:45 p.m. will not be permitted to speak.
TRANSLATION SERVICES Spanish interpreting services are provided at City Council meetings. Simultaneous Spanish interpretation is provided through the use of headsets and consecutive interpretation (SpanishtoEnglish) in addition to those wishing to address the City Council at the podium.
La ciudad provee servicios de interpretación al español en las juntas del Consejo.
La interpretación simultánea al español se ofrece por medio del uso de audífonos y la interpretación consecutiva (español a inglés) también está disponible para cualquiera que desee dirigirse al consejo municipal en el podio.
About the Agenda
To download or view the attachments (staff report and other supporting documentation) for each agenda item, you must select the agenda item to see the attachments to either open in a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Council 4 7/15/2025
To download or view the attachments (staff report and other supporting documentation) for each agenda item, you must select the agenda item to see the attachments to either open in a new link (the eyeball ) or download a pdf (the cloud symbol with the down arrow ).
CLOSED SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO CLOSED SESSION
PUBLIC COMMENTS – Members of the public may address the City Council on Closed Session items.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular City business.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain matters without members of the public present. The City Council finds, based on advice from the City Attorney, that discussion in open session of the following matters will prejudice the position of the City in existing and anticipated litigation:
1. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. City of Santa Ana v. Orange County Association for Mental Health, et al., Orange County Superior Court, Case No. 30202001124174
B. Arch Insurance Company v. City of Santa Ana, Orange County Superior Court, Case No. 30202401436141
2. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Confidential Association of Santa Ana (CASA)
3. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Management Association (SAMA)
4. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources EmployeeOrganization:ServiceEmployeesInternationalUnionFullTimeEmployees City Council 5 7/15/2025
3. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Management Association (SAMA)
4. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Service Employees International Union FullTime Employees Unit (SEIU)
5. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Service Employees International Union Local 721, PartTime NonCivil Service Employees Unit (SEIUPTNCS)
6. CONFERENCE WITH LEGAL COUNSEL – POTENTIAL INITIATION OF LITIGATION pursuant to paragraph (4) of subdivision (d) of Government Code Section 54956.9:
One (1) case
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
PLEDGE OF ALLEGIANCE Mayor Amezcua
WORDS OF INSPIRATION Pastor Angie Aparicio
ADDITIONS\DELETIONS TO THE AGENDA
CEREMONIAL PRESENTATIONS
1. Proclamation presented by Mayor Amezcua proclaiming July as Parks and Recreation Month
2. Certificates of Recognition presented by Mayor Pro Tem Vazquez recognizing Chicanxs Unidxs for Exceptional Service to the Community
3. Certificates of Recognition presented by Councilmember Bacerra recognizing Orange County Fire Authority’s Best and Bravest for Outstanding Contributions to the Community
City Council 6 7/15/2025
CEREMONIAL PRESENTATIONS
1. Proclamation presented by Mayor Amezcua proclaiming July as Parks and Recreation Month
2. Certificates of Recognition presented by Mayor Pro Tem Vazquez recognizing Chicanxs Unidxs for Exceptional Service to the Community
3. Certificates of Recognition presented by Councilmember Bacerra recognizing Orange County Fire Authority’s Best and Bravest for Outstanding Contributions to the Community
4. Proclamation presented by Councilmember Phan honoring Nabil Saba in Recognition of his Retirement and 25 Years of Dedicated Service to the City of Santa Ana CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed Session.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting for ALL comments on agenda and nonagenda items.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 5 through 14 and waive reading of all resolutions and ordinances.
5. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
6. Minutes from the Regular Meetings of June 17, 2025 and July 1, 2025 Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
7. Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners
Department(s): Community Development Agency
Recommended Action: 1. Approve Memorandums of Understanding with the Santa Ana WORK Center, Rancho Santiago Community College District, Employment Development Department, Department of Rehabilitation, SER Jobs for Progress, United American Indian Involvement, Inc., Long Beach Job Corps, Community Action Partnership of Orange County, and City of Santa Ana Housing Authority (Family SelfSufficiency Program) setting the terms for the sharing of resources and expenses associated with the operations of a comprehensive OneStop center, for a threeyear term expiring June 30, 2028, and authorize the City Manager to execute amendments during the term that adjust shared operational expenses and make nonsubstantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney (Agreement No. A2025XXX).
2. Approve a second amendment to SubLease Agreement and Memorandum of Understanding with the County of Orange, Social Services Agency to extend the term through June 30, 2028 and authorize the City Manager to execute amendments during City Council 7 7/15/2025
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term expiring June 30, 2028, and authorize the City Manager to execute amendments during the term that adjust shared operational expenses and make nonsubstantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney (Agreement No. A2025XXX).
2. Approve a second amendment to SubLease Agreement and Memorandum of Understanding with the County of Orange, Social Services Agency to extend the term through June 30, 2028 and authorize the City Manager to execute amendments during the term that adjust shared operational expenses and make nonsubstantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney (Agreement No. A2025XXX).
8. Agreement with PlanetBids, LLC for eProcurement Bidding Platform Module Services (Specification No. 25045) (General Fund and NonGeneral Fund) Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with PlanetBids, LLC to provide eProcurement Bidding Platform Module Services in an amount not to exceed $159,635, for a term beginning July 15, 2025 and expiring June 30, 2028, with provisions for one (1), oneyear extension (Agreement No. A2025 XXX).
9. Agreements with Graviton Consulting Services, Inc. and Oracle Corp. for Enterprise Resource Planning (ERP) System Software and Implementation Services (Specification No. 23132) (NonGeneral Fund)
Department(s): Information Technology
Recommended Action: 1. Approve agreement with Graviton Consulting Services, Inc. for the purchase of Oracle Cloud ERP subscription licensing, for an initial threeyear term beginning September 1, 2025, with seven optional oneyear renewals, in an aggregate amount not to exceed $5,026,843; and authorize the City Manager, or their designee, to execute future ordering documents as necessary, provided the total cost does not exceed the approved aggregate amount (Agreement No. A2025XXX).
2. Approve an agreement with Graviton Consulting Services, Inc. for Oracle ERP implementation services, in an amount not to exceed $4,798,915, for a 35month term beginning August 1, 2025, and expiring June 30, 2028 (Agreement No. A2025XXX).
3. Approve agreement with Oracle America, Inc. for Public Sector Oracle Cloud Services, to govern the terms and conditions of the Oracle Cloud ERP services (Agreement No. A2025XXX).
10. Historic Property Preservation Agreements for the Properties Located at 1001 N.
Olive Street and 1011 N. Olive Street
Department(s): Planning and Building Agency
Recommended Action: Authorize the City Manager or designee to execute the attached Mills Act agreement with the belowreferenced property owners for the identified structure(s) (Agreement Nos. A2025XXX and A2025XXX). [Includes determination that the proposed projects are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemption(s)/Environmental Review Nos. 202528 and 202530 will be filed for the project.]
Table1:MillsActAgreementsApprovedbytheHistoricResources City Council 8 7/15/2025
Department(s): Planning and Building Agency
Recommended Action: Authorize the City Manager or designee to execute the attached Mills Act agreement with the belowreferenced property owners for the identified structure(s) (Agreement Nos. A2025XXX and A2025XXX). [Includes determination that the proposed projects are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemption(s)/Environmental Review Nos. 202528 and 202530 will be filed for the project.]
Table 1: Mills Act Agreements Approved by the Historic Resources Commission (HRC)
Property Owner(s)
Historic Property
Preservation
Agreement No.
Address/House Vote by HRC
Kevin Shuler and Brian
Stoddart representing Palm
Springs Deepwell Modern,
LLC
202503 1001 N. Olive
Street
5:0:0:2
(Commissioner
Escamilla and
Padilla absent)
Robert James Manson and
Alma Cristina Manson 202504 1011 N. OliveStreet
5:0:0:2
(Commissioner
Escamilla and
Padilla absent)
11. Authorize the Planning Division to Prepare and Provide Notice to the County of Orange Airport Land Use Commission (ALUC) in Accordance with Public Utilities Code Section 21676(b) for The Village Santa Ana Specific Plan Located at 1561 W.
Sunflower Avenue Currently Undergoing Public Review and Entitlements Processing with the City
Department(s): Planning and Building Agency
Recommended Action: Adopt a resolution authorizing the Planning Division to initiate the preparation and drafting of findings and determination overruling the County of Orange Airport Land Use Commission’s Determination of Inconsistency associated with the proposed The Village Santa Ana Specific Plan located at 1561 W. Sunflower Avenue and to provide notice in accordance with Section 21676(b) of the Public Utilities Code to the County of Orange Airport Land Use Commission and the State of California Department of Transportation’s Division of Aeronautics.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA AUTHORIZING THE PLANNING DIVISION TO INITIATE THE PREPARATION AND DRAFTING OF FINDINGS IN SUPPORT OF
OVERRULLING THE ORANGE COUNTY AIRPORT LAND USE COMMISSION’S DETERMINATION OF INCONSISTENCY ASSOCIATED WITH THE PROPOSED THE VILLAGE SANTA ANA SPECIFIC PLAN PROJECT LOCATED AT 1561 WEST SUNFLOWER AVENUE AND TO PROVIDE NOTICE OF INTENT TO OVERRULE THE AIRPORT LAND USE COMMISSION’S DETERMINATION IN ACCORDANCE WITH SECTION 21676(B) OF THE PUBLIC UTILITIES CODE TO THE COUNTY OF ORANGE AIRPORT LAND USE COMMISSION AND THE STATE OF CALIFORNIA DEPARTMENT OF TRANSPORTATION’S DIVISION OF AERONAUTICS AT LEAST 45 DAYS PRIOR TO THE FUTURE PUBLIC HEARING DATE FOR THE PROPOSED PROJECT AND PROPOSED OVERRULING ACTION BY THE CITY COUNCIL [includes determination that this action is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) and 15061(b)(3) of the CEQA Guidelines because it has no potential for resulting in physical change to the itditliditl]
City Council 9 7/15/2025
OUSCOSSOSOCCOC
WITH SECTION 21676(B) OF THE PUBLIC UTILITIES CODE TO THE COUNTY OF ORANGE AIRPORT LAND USE COMMISSION AND THE STATE OF CALIFORNIA DEPARTMENT OF TRANSPORTATION’S DIVISION OF AERONAUTICS AT LEAST 45 DAYS PRIOR TO THE FUTURE PUBLIC HEARING DATE FOR THE PROPOSED PROJECT AND PROPOSED OVERRULING ACTION BY THE CITY COUNCIL [includes determination that this action is not subject to the California Environmental Quality Act (CEQA) pursuant to Sections 15060(c)(2) and 15061(b)(3) of the CEQA Guidelines because it has no potential for resulting in physical change to the environment, directly or indirectly.]
12. Density Bonus Agreement No. 202503 to Facilitate the Construction of a FifteenUnit MultiFamily Residential Development, Including Three Units Proposed as Affordable to Very LowIncome Households
Department(s): Planning and Building Agency
Recommended Action: 1. Determine that, pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the recommended action (below) is exempt from further review under Section 15168 (Program EIR); and
2. Adopt a resolution approving Density Bonus Agreement No. 202503; RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA APPROVING DENSITY BONUS AGREEMENT NO. 202503 TO ALLOW A FIFTEENUNIT MULTIFAMILY RESIDENTIAL DEVELOPMENT, INCLUDING THREE UNITS PROPOSED AS AFFORDABLE TO VERY LOWINCOME HOUSEHOLDS, AT THE PROPERTY LOCATED AT 2130 E.
FOURTH STREET (APN: 40009123); and
3. Authorize the City Manager to execute a Density Bonus Agreement with Olive Crest, with a 55year covenant term, for a rental residential development consisting of a fifteenunit multifamily residential development, including three units proposed as affordable to very lowincome households, at the property located at 2130 E. Fourth Street (Agreement No. A2025XXX).
13. Resolution Supporting Assembly Bill 1303 – Lifeline Program: Customer Data Privacy
Department(s): City Manager’s Office
Recommended Action: Adopt a Resolution supporting Assembly Bill 1303, which strengthens privacy protections for applicants and subscribers of the California Lifeline Program by prohibiting the unauthorized disclosure of sensitive customer data and eliminating unnecessary documentation requirements that create barriers for vulnerable and immigrant communities.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA SUPPORTING ASSEMBLY BILL 1303 – LIFELINE PROGRAM: CUSTOMER DATA PRIVACY BY ASSEMBLYMEMBER AVELINO
VALENCIA
14. Resolution Supporting Senate Bill 627 (Wiener, Arreguín, Pérez), Senate Bill 805 (Pérez), and H.R. 4176 (Correa) – the No Secret Police Act Department(s): City Manager’s Office
Recommended Action: Adopt a Resolution supporting Senate Bill 627, Senate Bill 805, and H.R. 4176, the No Secret Police Act, to promote law enforcement transparencyandaccountabilitybyrequiringofficerstodisplayvisibleidentification City Council 10 7/15/2025
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA SUPPORTING ASSEMBLY BILL 1303 – LIFELINE PROGRAM: CUSTOMER DATA PRIVACY BY ASSEMBLYMEMBER AVELINO
VALENCIA
14. Resolution Supporting Senate Bill 627 (Wiener, Arreguín, Pérez), Senate Bill 805 (Pérez), and H.R. 4176 (Correa) – the No Secret Police Act Department(s): City Manager’s Office
Recommended Action: Adopt a Resolution supporting Senate Bill 627, Senate Bill 805, and H.R. 4176, the No Secret Police Act, to promote law enforcement transparency and accountability by requiring officers to display visible identification and limiting the use of face coverings that obscure identity, except under narrowly defined safety circumstances.
RESOLUTION NO. 2025XXX entitled A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA SUPPORTING CALIFORNIA SENATE BILLS 627 (WIENER, PEREZ, ARREGUÍN), AND 805 (PEREZ, WIENER) AND H.R. 4176 (CORREA), TO PROMOTE LAW ENFORCEMENT TRANSPARENCY AND
ACCOUNTABILITY
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
15. Ordinance Amending Article IV to Chapter 2 of the Santa Ana Municipal Code Police Oversight Commission to Align with State Law, Enhance Transparency, and Improve Operational Efficiency and Best Practices in Law Enforcement Accountability (Continued from the City Council meeting of July 1, 2025, Item No. 29)
Department(s): City Manager’s Office
Recommended Action: Conduct a first reading of an ordinance amending Article IV to Chapter 2 of the Santa Ana Municipal Code Police Oversight Commission to align with state law, enhance transparency, and improve operational efficiency and best practices in law enforcement accountability.
ORDINANCE NO. NSXXXX entitled AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA AMENDING SECTIONS 26602669 OF CHAPTER 2 (ADMINISTRATION), ARTICLE IV, DIVISION 16 OF THE SANTA ANA MUNICIPAL CODE ESTABLISHING A POLICE COMMISSION
**END OF BUSINESS CALENDAR**
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for members of the Council to provide a brief oral report on attendance of any regional board or commission meeting or any conference, meeting or event attended.
ADJOURNMENTAdjourntheCityCouncilmeetingandconvenetotheRegularAdjourned City Council 11 7/15/2025
**END OF BUSINESS CALENDAR**
CITY MANAGER COMMENTS
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for members of the Council to provide a brief oral report on attendance of any regional board or commission meeting or any conference, meeting or event attended.
ADJOURNMENT – Adjourn the City Council meeting and convene to the Regular Adjourned and Special Housing Authority meeting.
Future Items
1. Group/Sober Living Homes Ordinance
2. Parking Meter District Recommendation
POSTING STATEMENT: On July 8, 2025, a true and correct copy of this agenda was posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet Access to City Council, Agency, and Authority agendas and related material is available prior to meetings at santaana.org/agendasandminutes.
REGULAR ADJOURNED AND SPECIAL HOUSING AUTHORITY
CALL TO ORDER
ATTENDANCE Authority Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Vice Chair Benjamin Vazquez
Chair Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
Recording Secretary Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO THE HOUSING AUTHORITY AGENDA
PUBLIC COMMENTS – Members of the public may address Housing Authority on items on the Housing Authority agenda.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 1 through 4 and waive reading of all resolutions and ordinances.
1. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
City Council 12 7/15/2025
POSTING STATEMENT: On July 8, 2025, a true and correct copy of this agenda was posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet Access to City Council, Agency, and Authority agendas and related material is available prior to meetings at santaana.org/agendasandminutes.
REGULAR ADJOURNED AND SPECIAL HOUSING AUTHORITY
CALL TO ORDER
ATTENDANCE Authority Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Vice Chair Benjamin Vazquez
Chair Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
Recording Secretary Jennifer L. Hall
ROLL CALL
ADDITIONS\DELETIONS TO THE HOUSING AUTHORITY AGENDA
PUBLIC COMMENTS – Members of the public may address Housing Authority on items on the Housing Authority agenda.
CONSENT CALENDAR
RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 1 through 4 and waive reading of all resolutions and ordinances.
1. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
2. Minutes from the Regular Meeting of March 18, 2025 (Continued from the Housing Authority meeting of July 1, 2025, Item No. 2)
Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
3. Agreement with Orrick, Herrington & Sutcliffe LLP for OnCall Bond Counsel Services for the Housing Authority
Department(s): Community Development Agency
Recommended Action: Authorize the Executive Director of the Housing Authority to execute a threeyear agreement with two, oneyear renewal options with Orrick, Herrington & Sutcliffe LLP to provide oncall bond counsel services for a term beginning July 15, 2025 through July 14, 2028, for an amount nottoexceed $150,000 for the entire Agreement (inclusive of renewal options).
City Council 13 7/15/2025
gg
for the Housing Authority
Department(s): Community Development Agency
Recommended Action: Authorize the Executive Director of the Housing Authority to execute a threeyear agreement with two, oneyear renewal options with Orrick, Herrington & Sutcliffe LLP to provide oncall bond counsel services for a term beginning July 15, 2025 through July 14, 2028, for an amount nottoexceed $150,000 for the entire Agreement (inclusive of renewal options).
4. Memorandum of Understanding the City of Santa Ana, the Santa Ana Workforce Development Board, and the Santa Ana Housing Authority – Workforce Innovation and Opportunity Act Partners (Contingent upon approval of City Council Item #07) Department(s): Community Development Agency
Recommended Action: 1. Approve a Memorandum of Understanding with the City of Santa Ana (City), the Santa Ana Workforce Development Board (SAWDB), and the Santa Ana Housing Authority (SAHA) setting the terms for the sharing of resources and expenses associated with the operations of a comprehensive one stop center for a threeyear term expiring June 30, 2028 and payment to the City of Santa Ana in an estimated amount not to exceed $57,152.
2. Authorize the Executive Director to execute amendments during the term that adjust shared operational expenses and make nonsubstantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney.
**END OF CONSENT CALENDAR**
BUSINESS CALENDAR
5. Approve an Update to the Housing Choice Voucher Administrative Plan to Comply with the Housing Opportunity Through Modernization Act (Continued from the Housing Authority meeting of July 1, 2025, Item No. 3)
Department(s): Community Development Agency
Recommended Action: Approve an update to the Housing Choice Voucher Administrative Plan to comply with the Housing Opportunity Through Modernization Act. **END OF BUSINESS CALENDAR**
HOUSING AUTHORITY MEMBER COMMENTS
ADJOURNMENT – Adjourn the Housing Authority meeting.
POSTING STATEMENT: On July 8, 2025, a true and correct copy of this agenda was posted at the entrance to City Hall, 20 Civic Center Plaza, Santa Ana, CA 92701. Internet Access to City Council, Agency, and Authority agendas and related material is available prior to meetings at santaana.org/agendasandminutes.
City Council 14 7/15/2025
CITY COUNCIL 1 JUNE 17, 2025
DRAFT Minutes of the Regular Meeting
of the City Council
City of Santa Ana,
California
June 17, 2025
CLOSED SESSION MEETING – 4:00 P.M.
REGULAR OPEN MEETING – 5:30 P.M.
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
CLOSED SESSION
CALL TO ORDER
MINUTES: Mayor Pro Tem Vazquez called the Closed Session meeting to order at 4:07 P.M.
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Lopez, Penaloza, and Phan and Mayor Pro Tem Vazquez were present.
Councilmembers Bacerra and Hernandez and Mayor Amezcua arrived during Closed Session.
City Council 6 – 1 7/15/2025
CITY COUNCIL 2 JUNE 17, 2025
ADDITIONS\DELETIONS TO CLOSED SESSION
MINUTES: None.
PUBLIC COMMENTS – Members of the public may address the City Council on Closed Session items.
MINUTES: None.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular City business.
MINUTES: Mayor Pro Tem Vazquez recessed to consider the Closed Session items at 4:08 P.M.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain matters without members of the public present. The City Council finds, based on advice from the City Attorney, that discussion in open session of the following matters will prejudice the position of the City in existing and anticipated litigation:
1. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION pursuant to Paragraph (1) of subdivision (d) of Section 54956.9 of the Government Code:
A. Louis Cardenas v. City of Santa Ana, Orange County Superior Court, Case No. 30-2025-01454756-CU-PO-CJC
B. Wendy Barajas v. City of Santa Ana, Roland Andrade, Enterprise FM Trust LSR, San Bernardino County Superior Court, CIVRS2401844 C. Anchor Stone Christian Church v. City of Santa Ana, et al., United States District Court Case No. 8:25-cv-00215-JWH-DFM
2. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of Section 54956.9: One potential case
3. LIABILITY CLAIM pursuant to section 54956.9(d)(2) or (3) of the Government Code:
Claimant: Nationwide Insurance on behalf of Robert Stolo
4. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Confidential Association of Santa Ana (CASA)
5. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Middle Management/Administrative Management Association (SAMA)
City Council 6 – 2 7/15/2025
CITY COUNCIL 3 JUNE 17, 2025
6. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Police Management Association (PMA) CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed Session.
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua reconvened the City Council Meeting to order at 6:07 P.M.
ATTENDANCE Councilmembers
Mayor Pro Tem
Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Benjamin Vazquez
Mayor Valerie Amezcua
City Manager
City Attorney
City Clerk
Alvaro Nuñez
Sonia R. Carvalho
Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra, Hernandez, Lopez, Penaloza, and Phan, Mayor Pro Tem Vazquez, and Mayor Amezcua were present.
PLEDGE OF ALLEGIANCE Human Resources Director Lori Schnaider WORDS OF INSPIRATION Bishop Gale Oliver and Pastor Danny DeLeon ADDITIONS\DELETIONS TO THE AGENDA
MINUTES: City Clerk Jennifer L. Hall announced Presentation Item Nos. 1 and 2 have been postponed to a future date and Agenda Item Nos. 7, 8, and 9, appointments to boards and commissions, and Agenda Item No. 22 are continued to July 1, 2025.
City Council 6 – 3 7/15/2025
CITY COUNCIL 4 JUNE 17, 2025
CEREMONIAL PRESENTATIONS
CEREMONIAL PRESENTATION NOS. 1 AND 2 WERE CONTINUED TO A LATER DATE
1. Certificates of Recognition presented by Mayor Amezcua recognizing Vex Robotics World Championship Participants for Outstanding Academic Accomplishments
2. Certificate of Recognition presented by Councilmember Bacerra recognizing Orange County’s Fire Authority Best and Bravest Outstanding Contributions to the Community
3. Certificate of Recognition presented by Councilmember Lopez to The Nobody’s for Outstanding Contributions to the Community MINUTES: Councilmember Lopez presented a certificate of recognition to The Nobody’s for outstanding contributions to the community.
4. Proclamation presented by Councilmember Phan to The Harbor Institute for Immigrant and Economic Justice declaring June 2025 as Immigrant Heritage Month
MINUTES: Councilmember Phan presented a proclamation to The Harbor Institute for Immigrant and Economic Justice declaring June 2025 as Immigrant Heritage Month.
CLOSED SESSION REPORT – The CityAttorney will report on any action(s)from Closed Session.
MINUTES: City Attorney Sonia Carvalho reported for Closed Session Item No. 1A Council settled the case by a vote of 6-1 (Councilmember Hernandez dissenting) in the amount of $150,000; for Closed Session Item No. 1B Council settled the case by a vote of 6-1 (Councilmember Hernandez dissenting) in the amount of $115,000; for Closed Session Item No. 3 Council settled the case by a vote of 7-0 in the amount of $56,500; and for Closed Session Item No. 2 Council voted 5-2 (Mayor Pro Tem Vazquez and Councilmember Hernandez dissenting) to discontinue further work on the councilmember generated policy proposal that was discussed at the May 20, 2025 City Council meeting.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting for ALL comments on agenda items.
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments received: one (1) Agenda Item No. 20, three (3) Agenda Item No. 22, and (27) nonagenda comments.
City Council 6 – 4 7/15/2025
CITY COUNCIL 5 JUNE 17, 2025
The following speakers addressed City Council in-person (time limit = 1 ½ minutes):
1. Selina Gallegos spoke regarding Agenda Item No. 10, requested transparency for destruction of records, and briefly spoke regarding the city’s current climate related to Immigration and Customs Enforcement (ICE).
2. Kelly Kraus-Lee spoke in favor of Agenda Item No. 20 and spoke regarding residents’ sentiments and the city’s current climate related to ICE raids.
3. Owen West spoke in opposition to Agenda Item No. 24 and spoke regarding the City’s current climate related to ICE raids.
RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 5 through 21 and waive reading of all resolutions and ordinances.
MINUTES: At 6:19 P.M., the Consent Calendar was considered.
Councilmember Hernandez announced a “No” vote on Agenda Item Nos. 10 and 18.
Councilmember Phan recused herself from Agenda Item No. 20 as some of the involved parties are clients of her employer, Rutan and Tucker.
MOTION: Councilmember Bacerra moved to approve Consent Calendar Item Nos. 5 through 21, with the exception of Item Nos. 7, 8, and 9 which were continued to the July 1, 2025 City Council meeting, seconded by Mayor Amezcua.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
5. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
CONSENT CALENDAR
City Council 6 – 5 7/15/2025
CITY COUNCIL 6 JUNE 17, 2025
6. Minutes from the Regular Meetings of May 20, 2025 and June 3, 2025 Department(s): City Clerk’s Office
Recommended Action: Approve minutes.
AGENDA ITEM NO. 7 WAS CONTINUED TO THE JULY 1, 2025 CITY COUNCIL
MEETING
7. Appoint Marlene Peña-Marin Nominated by Councilmember Bacerra as the Ward 4 Representative to the Arts and Culture Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene Peña-Marin to the Arts and Culture Commission as the Ward 4 representative and administer the Oath of Office.
AGENDA ITEM NO. 8 WAS CONTINUED TO THE JULY 1, 2025 CITY COUNCIL
MEETING
8. Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4 Representative to the Youth Commission for a Partial Term Expiring December 8, 2026 (rescheduled from the June 17, 2025 City Council meeting) Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the Ward 4 representative and administer the Oath of Office.
AGENDA ITEM NO. 9 WAS CONTINUED TO THE JULY 1, 2025 CITY COUNCIL
MEETING
9. Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community Services Agency as the Santa Ana Senior Center Representative to the Parks, Recreation, and Community Services Commission for a Partial Term Expiring October 31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and Community Services Commission to represent residents age 55 and older and administer the Oath of Office.
10.Approve Destruction of Obsolete City Records
Department(s): Community Development Agency, Planning and Building Agency, City Attorney’s Office, and Police Department
City Council 6 – 6 7/15/2025
CITY COUNCIL 7 JUNE 17, 2025
Recommended Action: Approve the destruction of obsolete records from the Community Development Agency, Planning and Building Agency, City Attorney’s Office, and the Police Department in accordance with the retention schedule outlined in City Council Resolution 2013-014.
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 10 as part of the Consent Calendar, seconded by Mayor Amezcua.
The motion carried, 6-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
COUNCILMEMBER HERNANDEZ
NONE
NONE
Status: 6 – 1 – Pass
11.Agreement with Kingdom Causes, Inc. dba City Net to Provide Substance Abuse Coordination Services for Individuals Experiencing Substance Use Disorders (SUD) in Santa Ana (Non-General Fund)
Department(s): Community Development Agency
Recommended Action: Approve an agreement with Kingdom Causes, Inc. dba City Net to provide substance abuse coordination services in the amount of $500,000 paid utilizing the City’s Opioid Settlement Fund, for a six-month term with two optional six-month renewals (Agreement No. A-2025-085).
12.Agreement with Fortress Armored Services Company for Armored Transport Services (Specification No. 25-041) (General Fund)
Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an agreement with Fortress Armored Services Company to provide armored transport services in an amount not to exceed $104,973, for a term beginning July 1, 2025 and expiring June 30, 2028, with provisions for two (2), 1-year extensions (Agreement No. A2025-086).
13.Authorize Funding for Two (2) Additional Years for a Learning Management System Agreement with Meridian Knowledge Solutions, LLC (General & NonGeneral Funds) Department(s): Human Resources
City Council 6 – 7 7/15/2025
CITY COUNCIL 8 JUNE 17, 2025
Recommended Action: Authorize increased subscription fees for two (2) additional years for the agreement with Meridian Knowledge Solutions, LLC, for the Learning Management System (“LMS”) subscription at an annual rate of $34,005, and the add-on service of web-based training content at an annual rate of $42,064 (Agreement No. A-2025-087).
14.Agreement with Governmentjobs.com Inc. dba NEOGOV for Online Recruitment, Onboarding, and Evaluation Software Services (Specification No. 25-044) (General Fund)
Department(s): Human Resources
Recommended Action: Authorize the City Manager to execute an agreement with Governmentjobs.com Inc. dba NEOGOV to provide online recruitment, onboarding, and performance evaluation software services in an annual amount not to exceed $85,000 for the first year. The Agreement will allow for automatic renewal of each annual contract term until terminated. Funding for annual subscription cost increases is not to exceed ten percent (10%) annually for a term beginning July 01, 2025 (Agreement No. A-2025-088).
15.Agreement with JFK Transportation Co., Inc. for School Bus Services (Specification No. 25-050) (General Fund & Non-General Fund) Department(s): Parks, Recreation, and Community Services Recommended Action: Authorize the City Manager to execute an agreement with JFK Transportation Co., Inc. to provide school bus services in an amount not to exceed $550,000 for a term beginning June 17, 2025 and expiring June 16, 2028, with provisions for two, one-year extensions (Agreement No. A-2025-089).
16.First Amendment to Agreement with Casa De La Familia to Continue Providing Services to the Santa Ana Family Justice Center (General Fund) Department(s): Police Department
Recommended Action: Authorize the City Manager to execute the first amendment to the agreement with Casa de la Familia and exercise two one-year renewal options to continue providing an Operations Specialist to the Santa Ana Family Justice Center for the period from July 1, 2025 through June 30, 2027, in the amount of $203,671 for an aggregate total amount not to exceed $535,304 (Agreement No. A-2025-090).
17.Fifth Amendment to Agreement with Aramark Correctional Services, LLC (General Fund)
Department(s): Police Department
City Council 6 – 8 7/15/2025
CITY COUNCIL 9 JUNE 17, 2025
Recommended Action: Authorize the City Manager to execute a fifth amendment to the agreement with Aramark Correctional Services, LLC, to provide inmate meals and commissary services for an additional three-month period from July 1, 2025 through September 30, 2025, in the additional amount of $500,000 for a total aggregate amount not to exceed $8,183,326 (Agreement No. A-2025-091).
18.Resolution, Agreement, and Appropriation Adjustment Accepting the FY 2024 Emergency Management Performance Grant (Non-General Fund) Department(s): Police Department
Recommended Action:
1. Adopt a resolution authorizing the City Manager to act on behalf of the City of Santa Ana for obtaining federal funds related to homeland security, emergency management, and/or disaster recovery provided by the U.S. Department of Homeland Security and sub-granted through the State of California and the County of Orange.
RESOLUTION NO. 2025-027 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA AUTHORIZING THE CITY
MANAGER OR THE CITY MANAGER’S DESIGNEE(S) TO OBTAIN 2024
EMERGENCY MANAGEMENT PERFORMANCE GRANT FUNDS THROUGH
THE COUNTY OF ORANGE
2. Authorize the City Manager to execute a two-year agreement with the County of Orange for the period of July 1, 2024 through June 30, 2026, for the FY 2024 Emergency Management Performance Grant in an amount not to exceed $46,537 (Agreement No. A-2025-092).
3. Approve an appropriation adjustment recognizing $46,537 in Law Enforcement Grants revenue account and appropriating same to the Emergency Management Performance Grant expenditure account. (Requires five affirmative votes)
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 18 as part of the Consent Calendar, seconded by Mayor Amezcua.
The motion carried, 6-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
COUNCILMEMBER HERNANDEZ
NONE
NONE
Status: 6 – 1 – Pass
City Council 6 – 9 7/15/2025
CITY COUNCIL 10 JUNE 17, 2025
19.Resolution Establishing the Appropriations Limit of the City of Santa Ana For FY 2025-26
Department(s): Finance and Management Services
Recommended Action: Adopt a resolution establishing the appropriations limit of the City of Santa Ana for Fiscal Year 2025-26, as required by state law.
RESOLUTION NO. 2025-028 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE CITY OF SANTA ANA FOR FISCAL YEAR 2025-2026
20.Approve a Second Reading of Zoning Ordinance Amendment (ZOA) No. 2024- 02 and Amendment Application (AA) No. 2024-03 Amending Certain Sections of Article XIX (The Transit Zoning Code, Specific Development No. 84) of Chapter 41 (Zoning) of the Santa Ana Municipal Code (SAMC) Addressing Industrial Land Uses, Nonconformities, and Operating Standards, and Amending the City of Santa Ana Zoning Map to Remove the Light Industrial (M1) and Heavy Industrial (M2) Suffixes from Certain Properties Within the SD-84 District Boundary
First reading June 3, 2025 City Council Meeting, approved by a vote of (6-0-1) (Councilmember Phan recusal). Published in the OC Reporter on June 6, 2025.
Department(s): Planning and Building Agency
Recommended Action:
1. Conduct a second reading and adopt an ordinance to approve Zoning Ordinance Amendment (ZOA) No. 2024-02 amending certain sections of Article XIX (The Transit Zoning Code, Specific Development No. 84 (SD-84)) of Chapter 41 (Zoning) of the Santa Ana Municipal Code including amendments to the regulations, overlay districts and maps in the zoning district; modifying the authorized land uses and permit types; establishing revised non-conforming use regulations, including the addition of an amortization/termination of use process and adding operational standards for certain permitted and non-conforming uses.
ORDINANCE NO. NS-3081 entitled AN ORDINANCE OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA APPROVING ZONING ORDINANCE
AMENDMENT NO. 2024-02, AMENDING CERTAIN SECTIONS OF CHAPTER 41 (ZONING) OF ARTICLE XIX OF THE SANTA ANA MUNICIPAL CODE
RELATED TO THE REGULATIONS, OVERLAY DISTRICTS AND MAPS IN THE TRANSIT ZONING CODE/SPECIFIC DEVELOPMENT (SD) NO. 84 ZONING DISTRICT; MODIFYING THE AUTHORIZED LAND USES AND PERMIT TYPES; ESTABLISHING REVISED NONCONFORMING USE
REGULATIONS, INCLUDING THE ADDITION OF AN
AMORTIZATION/TERMINATION OF USE PROCESS AND ADDING
City Council 6 – 10 7/15/2025
CITY COUNCIL 11 JUNE 17, 2025
OPERATIONAL STANDARDS FOR CERTAIN PERMITTED AND
NONCONFORMING USES
2. Conduct a second reading and adopt an ordinance to approve Amendment Application (AA) No. 2024-03 amending the zoning by removing the M1 (Light Industrial) and M2 (Heavy Industrial) suffixes from certain properties within the SD-84 zoning district boundary as designated on the City of Santa Ana Zoning Map.
ORDINANCE NO. NS-3082 entitled AMENDMENT APPLICATION (AA) NO. 2024-03 – AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA
ANA AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF SANTA ANA BY REMOVING THE M1 (LIGHT INDUSTRIAL) AND M2 (HEAVY
INDUSTRIAL) SUFFIXES FROM CERTAIN PROPERTIES WITHIN THE SD-84
ZONING DISTRICT BOUNDARY
MINUTES: Councilmember Phan recused herself from Agenda Item No. 20 as some of the involved parties are clients of her employer, Rutan and Tucker.
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 20 as part of the Consent Calendar, seconded by Mayor Amezcua.
The motion carried, 6-0-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBNER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
21.Second Reading and Adoption of City Council Ordinance NS-3083 Appropriating Monies to the Several Offices, Agencies, and Departments of the City of Santa Ana for the Fiscal Year Budget Period Commencing July 1, 2025
First reading at the June 3, 2025 City Council meeting and approved by a vote of 7-0. Published in the OC Reporter on June 6, 2025.
Department(s): Finance and Management Services
Recommended Action: Approve the second reading and adopt Ordinance No.
NS-3083 to appropriate monies to the several offices, agencies, and departments of the City for Fiscal Year 2025-26 (FY25-26), which begins on July 1, 2025 and ends on June 30, 2026. (Requires five affirmative votes) City Council 6 – 11 7/15/2025
CITY COUNCIL 12 JUNE 17, 2025
UNCODIFIED ORDINANCE NO NS-3083 entitled AN ORDINANCE OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPROPRIATING MONIES TO
SEVERAL OFFICES, AGENCIES, AND DEPARTMENTS OF THE CITY FOR FISCAL YEAR BUDGET PERIOD COMMENCING JULY 1, 2025
**END OF CONSENT CALENDAR**
AGENDA ITEM NO. 22 WAS CONTINUED TO THE JULY 1, 2025 CITY COUNCIL
MEETING
22.Resolution Opposing the South Coast Air Quality Management District’s Proposed Amendments to Rules 1111 and 1121
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution opposing the South Coast Air Quality Management District’s (South Coast AQMD) proposed amendments to Rules 1111 and 1121, and urging the South Coast AQMD Governing Board to reject any future proposals that lack meaningful public participation and adequate engagement with local government agencies.
RESOLUTION NO. 2025-XXX entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA OPPOSING THE SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT’S PROPOSED AMENDMENTS TO RULES 1111 AND 1121
**END OF BUSINES CALENDAR**
COUNCILMEMBER REQUESTED ITEMS
23.Discuss and Consider Providing Direction to Draft a Resolution in Support of the MENA Inclusion Act (AB 91) – Mayor Pro Tem Vazquez and Councilmember Hernandez
MINUTES: Mayor Pro Tem Vazquez and Councilmember Hernandez spoke regarding drafting a resolution in support of the MENA Inclusion Act (AB (91).
Councilmember Lopez spoke in support of the item.
Councilmember Penaloza spoke in support of the item and asked that the item be brought back in a timely manner.
Councilmember Phan spoke in support of the item.
BUSINESS CALENDAR
City Council 6 – 12 7/15/2025
CITY COUNCIL 13 JUNE 17, 2025
Mayor Amezcua expressed support for the item.
Councilmember Bacerra spoke in support of the item.
24.Discuss and Consider Providing Direction to the City Manager, City Clerk, and City Attorney to Prepare and Return to the City Council with a Resolution to Amend the 2025 City Council Meeting Calendar to Provide for a City Council Recess During Either July or August 2025 – Specifically by Canceling the Regular Meetings Scheduled for July 1 and 15, 2025, or August 5 and 19, 2025 – in Accordance with the City Council Rules and Procedures and the Ralph M. Brown Act – Councilmember Lopez
MINUTES: Councilmember Lopez spoke regarding the proposed item and stated that, in light of recent events, she is supportive of the Council’s direction.
Councilmember Bacerra stated, in light of recent events, he is not in support of the item.
Councilmember Penaloza stated he is not in support of the item.
Councilmember Phan expressed support for a recess, but not at this time, and asked for such consideration next year.
PUBLIC COMMENTS – Public comments will be held for ALL comments on non-agenda items.
MOTION: Councilmember Hernandez moved to allow the full three minutes for the public speakers, seconded by Councilmember Lopez.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
MINUTES: The following speakers addressed City Council in-person:
1. Selina Gallegos spoke regarding resident sentiments and the city’s current climate’s effect on the school district.
City Council 6 – 13 7/15/2025
CITY COUNCIL 14 JUNE 17, 2025
2. Kelly Kraus-Lee spoke regarding transparency and the city’s current climate related to Immigration and Customs Enforcement (ICE) raids.
3. Bulmaro Vicente, Chispa, spoke regarding the city’s current climate related to ICE raids, the Santa Ana Police Department, protests throughout the city, and Noe Rodriguez’s incident.
4. Ryn, Pride at the Pier, spoke regarding the City’s current climate related to ICE raids and protests throughout the city.
5. Juliana Musheyev, Orange County Peace and Freedom Party, spoke regarding protests throughout the City, the Santa Ana Police Department, and the city’s current climate related to ICE raids.
6. Jannah, Party for Socialism and Liberation, spoke regarding protests throughout the City, the Santa Ana Police Department, and the city’s current climate related to ICE raids.
7. Jay Taj spoke regarding the city’s current climate related to ICE raids and returned a certificate of recognition.
8. Elizabeth Orozco spoke regarding the Santa Ana Police Department, protests throughout the city, and the city’s current climate related to ICE raids.
9. Nathan Tran spoke regarding protests throughout the City, the Santa Ana Police Department, accountability, and the city’s current climate related to ICE raids.
10.Isaac Garza spoke regarding protests throughout the City and the city’s current climate related to ICE raids.
11.Gyzeht Delgado spoke regarding protests throughout the City and the city’s current climate related to ICE raids.
12.Nataly Mejias spoke regarding protests throughout the city, the city’s current climate related to ICE raids, transparency, and the Santa Ana Police Department.
13.Wendy Romero spoke regarding resident sentiments, the city’s current climate related to ICE raids, and the Santa Ana Police Department.
14.Christopher Tasaka requested all cooperation with ICE end and addressed the city’s current climate related to ICE raids.
15.Kevin Trujillo spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
16.Tanya Navarro spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
17.Itxel Espinoza spoke regarding resident sentiments, protests throughout the city, the Santa Ana Police Department, and the city’s current climate related to ICE raids.
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CITY COUNCIL 15 JUNE 17, 2025
18.Joese Hernandez spoke regarding resident sentiments, protests throughout the city, the Noe Rodriguez incident, and the city’s current climate related to ICE raids.
19.Maria Estrada spoke regarding resident sentiments and the city’s sanctuary status.
20.Jewel C. spoke regarding protests and the city’s current climate related to ICE raids.
21.Maria Estrada spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
22.Mia Verdin spoke regarding the city’s current climate related to ICE raids.
23.Anna Cecilia Fierro spoke regarding resident sentiments and the city’s current climate related to ICE raids.
24.Vanessa Cerda spoke regarding resident sentiments and the city’s current climate related to ICE raids.
25.Jennifer Perez spoke regarding resident sentiments, her family’s experiences, and the city’s current climate related to ICE raids.
26.Karla Ramirez spoke regarding resident sentiments and the city’s current climate related to ICE raids.
27.Citlali Espinoza spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids, and thanked city officials for their support.
28.Sandy Araiza spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
29.Jaycee spoke regarding resident sentiments, transparency, and the city’s current climate related to ICE raids.
30.Gilbert Sanchez requested the city not cooperate with ICE and he spoke regarding civil rights, First Amendment rights, and recent experiences related to ICE raids.
31.Rain Mendoza, CSO OC Immigration Committee, spoke regarding resident sentiments and the city’s current climate related to ICE raids, requested all city cooperation with ICE end, and requested justice for Noe Rodriguez.
32.David Pulido spoke regarding Noe Rodriguez’s incident and similar incidents in the City.
33.Ray Diaz, Francisco Torres Center for Justice, spoke regarding protests throughout the city, the city’s current climate related to ICE raids, and his family’s experiences related to ICE raids.
34.Fernando Deveras spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
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35.Fatima Calderon spoke regarding resident sentiments, protests throughout the city, and community efforts to support residents affected by the city’s current climate related to ICE.
36.Shelsey Alvarez, Shelsey’s Bridal and The Perfect Day, spoke regarding protests throughout the city, resident sentiments, the city’s current climate related to ICE raids, and the effects it has had on business on Fourth Street.
37.Caroline Romero spoke regarding protests throughout the city and the city’s current climate related to ICE raids, and thanked Councilmember Hernandez and Councilmember Lopez for their solidarity with the community.
38.Briana Olallo spoke regarding community efforts to support residents affected by the city’s current climate related to ICE.
39.Carla Valencia spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
40.Joe Saladino spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids. He thanked Councilmember Lopez, Councilmember Hernandez, and Mayor Pro Tem Vazquez for standing alongside the community.
41.Aaron Garcia thanked Councilmember Hernandez, Councilmember Lopez, and Mayor Pro Tem Vazquez for standing with the community during this time, and spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
42.Michael Weller spoke regarding the city’s current climate and asked what protection is offered for the community being a sanctuary city related to ICE raids.
43.Laurangel Bustos spoke regarding resident sentiments, protests, transparency, and the city’s current climate related to ICE raids.
44. Speaker expressed gratitude to Mayor Pro Tem Vazquez, Councilmember Lopez, and Councilmember Hernandez for standing alongside the community, and spoke regarding protests and the city’s current climate related to ICE raids.
45. Miguel Carretero spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
46. Graciela Castaneda spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
47.Maria Jose Jimenez spoke regarding resident sentiments, protests, transparency, and the city’s current climate related to ICE raids.
48.Aliyah Nuñez spoke regarding resident sentiments, protests, transparency, and the city’s current climate related to ICE raids. She explained her experience with the Santa Ana Police Department’s involvement during protests and asked for the City Council 6 – 16 7/15/2025
CITY COUNCIL 17 JUNE 17, 2025
release of Bee Lopez.
49.Bianca Stopani spoke regarding resident sentiments, protests, transparency, and the city’s current climate related to ICE raids, and expressed gratitude to Councilmember Hernandez and Councilmember Lopez for standing alongside residents during protests.
50.Ariadna Ortega spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids, and recited a poem.
51.Maciel Diaz spoke regarding resident sentiments, protests, the city’s current climate, and small businesses affected related to ICE raids.
52.Karla T. spoke regarding resident sentiments, protests, the city’s current climate, and small businesses affected related to ICE raids.
53.Adrianna spoke regarding resident sentiments, protests, the city’s current climate, small businesses affected related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
54.Clarivel Vega thanked Councilmember Lopez for her support and spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
55.Vi P. spoke regarding resident sentiments, protests, transparency, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
56.Kate Bustamante spoke regarding the city’s current climate.
57.Carina Muñoz spoke regarding Noe Rodriguez’s incident and requested city management address and investigate the incident. She spoke regarding the city’s current climate related to ICE raids and the Santa Ana Police Department’s involvement during protests.
58.Leticia Castro spoke regarding resident sentiments, protests, transparency, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
59.Cat Quinn thanked Councilmember Lopez, Mayor Pro Tem Vazquez, and Councilmember Hernandez for standing with the community during current events and spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
60.Jocelyn Pacheco spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, the Santa Ana Police Department’s involvement during protests, and Noe Rodriguez’s incident.
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61.Amalia Mejia thanked Councilmember Lopez, Councilmember Phan, Councilmember Hernandez, and Mayor Pro Tem Vazquez for being present at the protests. She spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
62.Wade Gracia thanked staff members who have been standing alongside the community in solidarity and spoke regarding the Santa Ana Police Department’s involvement during protests and the city’s current climate related to ICE raids.
63.Maria Berumen spoke regarding resident sentiments and the city’s current climate related to ICE raids.
64.Salvador Bria spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
65.Speaker spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
66.Jasmin O. spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
67.John Straw spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and expressed gratitude to Councilmember Hernandez, Mayor Pro Tem Vazquez, and Councilmember Lopez.
68.Speaker spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
69.Clara Duran spoke regarding resident sentiments, protests, the city’s current climate, and the Santa Ana Police Department’s involvement during protests.
70.Priscilla Sanchez spoke regarding resident sentiments, protests, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
71.Speaker spoke regarding resident sentiments, protests, transparency, the city’s current climate related to ICE raids, and the Santa Ana Police Department’s involvement during protests.
72.Jasmine Palmerin spoke regarding resident sentiments, protests, transparency, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids. She expressed gratitude to Councilmember Lopez and Councilmember Hernandez.
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73.Matthew Compton spoke regarding the city’s current climate related to ICE raids and Noe Rodriguez’s incident, and requested city management address and investigate the incident.
74.Emma Gottfried spoke regarding Noe Rodriguez’s incident and requested city management address and investigate the incident.
75.Diana Lopez spoke regarding resident sentiments and the city’s current climate related to ICE raids.
RECESS
MINUTES: Mayor Amezcua recessed the City Council meeting at 10:21 P.M.
RECONVENE
MINUTES: Mayor Amezcua reconvened the City Council meeting at 10: 35 P.M.
76.Amy Parker spoke regarding resident sentiments, protests, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids.
77.Michael Willis spoke regarding the city’s current climate and the Santa Ana Police Department related to ICE raids and protests, and gave gratitude to Councilmember Hernandez, Councilmember Lopez, and Mayor Pro Tem Vazquez.
78.Mia Lunne Rodriguez spoke regarding resident sentiments, protests, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids.
79.Marina S. spoke regarding resident sentiments, protests, the city’s current climate, the Santa Ana Police Department’s involvement related to ICE raids, and requested justice for Noe Rodriguez.
80.Nubia Hernandez read letters written by her students addressed to President Donald Trump regarding deportations.
81.Stephy Duarte spoke regarding the youth community and resident sentiments, protests, the city’s current climate, and the Santa Ana Police Department’s involvement related to ICE raids.
82.Teri Saydak spoke regarding resident sentiments, protests, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids. She expressed gratitude to Mayor Pro Tem Vazquez, Councilmember Hernandez, and Councilmember Lopez for showing up for the community.
83.Helena E. spoke regarding resident sentiments, protests, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids.
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84.Speaker spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
85.Speaker spoke regarding resident sentiments, protests, and the city’s current climate related to ICE raids.
86.Lorenzo Gonzalez spoke regarding the city’s current climate related to ICE raids.
87.Miranda spoke regarding resident sentiments, protests, small businesses, the city’s current climate, the Santa Ana Police Department, and the National Guard’s involvement related to ICE raids
City Attorney Sonia Carvalho announced that pursuant to Resolution No. 2025-004 all meetings are schedule to terminate at 11:59 P.M. on the same day it began and at 11:00 P.M. the City Council shall determine which of the remaining agenda items can be considered and acted upon prior to 11:59 P.M. and will continue all other items.
MOTION: Councilmember Hernandez moved to continue the meeting to hear all public comments, seconded by Councilmember Penaloza.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
88.Erika Armenta (translation: Spanish) spoke regarding the city’s current climate related to ICE raids and the Noe Rodriguez incident.
89.Abe Q. echoed previous comments regarding the Noe Rodriguez incident and requested transparency.
90.Elianna Sanchez spoke regarding protests throughout the city and the city’s current climate related to ICE raids.
91.Aaron Eisenbart spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
92.Marlha Sanchez spoke regarding resident sentiments and the city’s current climate related to ICE raids.
93.Speaker requested all cooperation with ICE end and spoke regarding protests throughout the city and the city’s current climate related to ICE raids.
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94.Xitlaly Sanchez requested all cooperation with ICE end, transparency, and spoke regarding protests throughout the city and the city’s current climate related to ICE raids.
95.Zury Villa spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
96.Vladimir Benitez spoke regarding due process, resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
97.Stephanie spoke regarding protests throughout the city, the city’s current climate related to ICE raids, and the Noe Rodriguez incident.
98.Nat Martinez spoke regarding First Amendment rights, resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
The following speakers addressed City Council via teleconference:
99.Sara Marshall spoke regarding resident sentiments, protests throughout the city, transparency, and the city’s current climate related to ICE raids. 100. Irene Cabanas spoke regarding protests throughout the city, the city’s current climate related to ICE raids, and her family’s experiences related to ICE raids. 101. Diana, CSO Orange, spoke regarding resident sentiments, protests throughout the city, the city’s current climate related to ICE raids, and requested justice for Noe Rodriguez.
102. Jason Rossovich read a letter by his wife Noelle related to protests throughout the city, resident sentiments, and the city’s current climate related to ICE raids. 103. Victor Mendez spoke regarding protests throughout the city and the city’s current climate related to ICE raids.
104. Ana Charco spoke regarding resident sentiments, protests throughout the city, and requested support for residents affected by the city’s current climate related to ICE. 105. Kayla Asanto spoke regarding resident sentiments, protests throughout the city, and the city’s current climate related to ICE raids.
106. John Ramirez spoke regarding the Mayor’s community events, public safety efforts, and protests throughout the city.
CITY MANAGER COMMENTS
MINUTES: None.
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COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for members of the Council to provide a brief oral report on attendance of any regional board or commission meeting or any conference, meeting or event attended.
MINUTES: Councilmember Phan thanked everyone who spoke. She questioned staff about whether the City had made any requests for federal immigration or border security agencies to be present in the city, whether the City had collaborated with the National Guard or specifically asked for their presence, raised concerns regarding reports of community members being detained by unidentified individuals who were presumed to be immigration agents, asked for clarification regarding a phone call the City Attorney received from the U.S. Attorney related to the City assisting in securing the federal building, and whether the City Attorney had previously received a direct call from the U.S. Attorney.
City Manager Alvaro Nuñez confirmed the City had not made any requests for the agencies to be present in Santa Ana. Police Chief Robert Rodriguez confirmed the City had neither requested the National Guard's presence nor collaborated with their efforts.
City Attorney Sonia Carvalho confirmed the City had received such calls before, but none were related to immigration; they were for other ongoing investigations.
Councilmember Phan inquired regarding the essence of the U.S. Attorney's message, stating she understood that it was a threat about sending in the National Guard if the city did not help clear the federal building and requested clarification about the use of the term “overrun.”
City Manager Nuñez responded that the U.S. Attorney requested help and assistance for federal agents and staff and that it was the U.S. Attorney that used the term “overrun."
In response to Councilmember Phan, Police Chief Rodriguez confirmed that City police officers secured the federal building's sidewalks in an effort to prevent the National Guard from being deployed to Santa Ana; to which Councilmember Phan noted that the National Guard was deployed anyway and she asked the City Attorney if there was any law the city council could use to remove ICE from Santa Ana.
City Attorney Carvalho stated the city has no authority to prevent ICE from operating within its boundaries.
Councilmember Phan stated the city lacks any legal means to prohibit or remove ICE from Santa Ana, noting that if it were possible, Los Angeles would have already done so, and asked whether the city had any authority to remove Border Patrol.
City Attorney Carvalho confirmed that the city does not have the authority to remove Border Patrol or the National Guard, noting that even the Governor, with significantly more power and the support of the California Attorney General, has been unsuccessful in forcing the National Guard out of the state.
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Councilmember Phan thanked the City Attorney for clarifying, stated that these questions were not due to a lack of sympathy and that she personally desires ICE out of California, Orange County, and Santa Ana, and acknowledged the difficult reality and the lack of city authority to remove ICE, Border Patrol, or the National Guard. She emphasized the city's role is to support legislators fighting for removal and to share information and resources with the community, stressed the importance of not misinforming the public about the city's limited authority, and urged solidarity rather than internal blame. She expressed hope for continued information sharing, mutual care, and support, commended the executive team, Chief, City Attorneys, and Councilmembers for ensuring protest rights, and reminded everyone to stand together against the federal government harming the community. She reflected on the emotional night and expressed her belief in the posted motto “E Pluribus Unum.” Councilmember Lopez acknowledged the anger and deep sadness felt by many in the community, thanked everyone involved in community efforts, and expressed understanding of what families are experiencing, citing personal examples of her parents' fear and the anxiety reported by constituents. She urged residents to prioritize self-care and mutual safety, and highlighted the grim reality of family separations, parental detentions, and unidentified federal agents in tactical gear detaining individuals without due process. She noted the detention of children, arrest of community leaders, brutalization of journalists, targeting of legal observers, and repeated traumatization of everyday people, including those reliving past traumas.
Councilmember Lopez reiterated the demand for ICE to leave neighborhoods and emphasized the need to speak up and push back against the administration, while also noting that business owners do not want the National Guard due to negative impacts on downtown Santa Ana's foot traffic. She asked regarding the plan to ensure peaceful protests without brutalization and explained she was at the June 9th protest where federal agents shot various objects into the crowd, and that Trustee Magdaleno, who was with her, was hit twice. Councilmember Lopez mentioned she heard the Chief speak about federal agents calling for support.
Police Chief Rodriguez confirmed federal agents had contacted Santa Ana Police for support, including to get vehicles in to extract federal staff from their building. In response to Councilmember Lopez, Police Chief Rodriguez noted that such assistance did not conflict with the sanctuary ordinance because the request was for assistance for another law enforcement agency, not for the arrest or detainment of anyone based on immigration status.
City Attorney Carvalho stated there were two separate issues: the Sanctuary City ordinance and the California Values Act protect individuals from federal agencies in detaining or investigating immigrants. She clarified the police department provides "safety assistance" to anyone, regardless of who calls, and that the call from federal agents was for assistance for people feeling unsafe in the Federal building, not for arrests, detentions, or deportation hearings related to immigrants. City Attorney Carvalho then reminded the council that while she was happy to answer questions, she would be mindful of the Brown Act, which allows for clarifying questions but not a debate since the item was not agendized. In response to an inquiry by Mayor Amezcua, City Attorney Carvalho confirmed that brief questions were permissible, but not a "back City Council 6 – 23 7/15/2025
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and forth debate" under the Brown Act. She clarified that questions about "what the law says" or direct questions to the Chief could be answered, but a conversational exchange among councilmembers was not allowed.
Councilmember Lopez asked the Chief to inform the public which agencies had been present in the city over the past nine days, to which Police Chief Rodriguez speculated that ICE, Border Patrol, and the Department of Justice were likely present, noting these are typically operating agencies in other areas, but he could not confirm if these were the only ones or if all three were present. Police Chief Rodriguez further explained that mutual aid is coordinated by their mutual aid coordinator, and he would need to confirm which agencies came into the city. He stated Orange County Sheriffs, Anaheim, Garden Grove, Costa Mesa, Orange, and Irvine police departments had provided aid on different nights.
In response to Councilmember Lopez’s question about federal reimbursement, City Manager Nuñez stated he had spoken with Congressman Correa and State Senator Umberg about possible assistance, with no known sources but that it would be looked into.
Councilmember Lopez inquired regarding upcoming budget opportunities to support families, to which City Manager Nuñez noted the city offers Section 8 assistance and has an Immigration Defense Fund. He stated that staff would look into further options.
In response to Councilmember Lopez’s inquiry regarding social media accounts, City Attorney Carvalho explained that if a social media account is held out as a city communication method, there are significant restrictions on blocking commentary and recommended that personal devices and social media pages are kept separate from city business. Councilmember Lopez asked regarding the pathway for a community member to report an account that is blocking and deleting comments. City Attorney Carvalho stated that blocking is an individual practice by the elected official, not governed by the city, and cases involving this issue are typically legal actions taken by individuals against the individual elected officials not through any regulatory agency.
Councilmember Lopez asked for clarification regarding complaints from residents and staff related to accessing areas and parking in the civic center. Police Chief Rodriguez stated such issues would be looked into. He noted hearing that federal agents were asking for IDs in front of the Civic Center or federal courthouse.
Councilmember Lopez inquired about particular information required on calendar entries under the sunshine ordinance to which City Attorney Carvalho shared the ordinance requirements.
Councilmember Lopez addressing a media comment and word choices made a fellow councilmember and urged them to be mindful when providing quotes.
Councilmember Penaloza thanked Councilmember Lopez for her comments and expressed shared anger about the community's situation. He clarified that the referenced comment was taken out of context and referred to the repeated City Council 6 – 24 7/15/2025
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misinformation that ICE had notified the city 42 times, when the Department of Homeland Security had actually done so only 17 times. He thanked everyone who came to speak, acknowledged the widespread anger, frustration, heartbreak, and disruption caused by the ICE raids, stated he issued a statement condemning the ICE raids, and expressed devastation at seeing working-class residents in his district having their lives torn apart and families affected. He described the situation as frightening, scary, and deeply personal, recounting how seeing raids at bus stops, Home Depot, and car washes reminds him of his parents' fear for 15 years after immigrating from Guerrero, Mexico, before receiving amnesty in the 1980s, and stressed he cannot remain silent while families like his are hunted and humiliated on their own streets and neighborhoods. Councilmember Penaloza explained he was unable to be at the Monday evening event because he was at work until 6:30 P.M. and expressed pride for everyone who was out protesting. He stated he attended Congressman Correa's town hall on Tuesday morning with other labor organizations. Councilmember Penaloza emphasized the city has zero control over federal enforcement operations, including ICE raids and the National Guard's presence, stated he pressed the City Manager all weekend to open streets on Fourth Street, advocating for the struggling immigrant-owned businesses, and confirmed no one on the council is working with ICE, nor are they supportive of the current state of their streets. He reiterated his denouncement of the National Guard and expressed pride for everyone who came to speak, affirming their First Amendment right to protest peacefully, and stated that the city's strength comes from its people. He expressed solidarity with everyone feeling afraid and described the situation as devastating, acknowledged the justified rage, and stated he willingly accepts any anger directed at him because many residents do not know where else to turn, sharing their same sentiments.
Councilmember Hernandez expressed solidarity with the community, affirming his commitment to stand and fight alongside them, and stated his American identity stems from his great-grandfather, whose sacrifice provided his family the opportunity to bring loved ones from Mexico. He credited the resistance of the Chicano community during the Zoot Suit Riots and the Vietnam War for his presence today. Councilmember Hernandez shared his Catholic upbringing with an emphasis on principles of love to combat violence and details of an incident between the Santa Ana Police and his cousin, Brandon Lopez. He stated that the recent ICE raids in Santa Ana are terrorizing the community, with ICE, DHS, and Border Patrol targeting vulnerable members of Orange County's largest immigrant community. Councilmember Hernandez affirmed his support for peaceful protest, stated he will stand alongside the community and will not support violence or destruction of the city, and emphasized his belief in peaceful demonstration. He urged residents to continue using their First Amendment rights and to hold each other accountable for safety. Councilmember Hernandez stated the violence was inflicted by the police department, spoke regarding his experience at the protest, and stressed the importance of the city and department complying with state law. He requested the City Manager prioritize revisiting the Santa Ana Police Department's militarized equipment policy, identified the various communities at risk, and requested the City Manager's office provide transparent data on the number of non-lethal rounds fired at the public and chemical agents deployed during peaceful protests. He also asked the Chief for the threshold number of demonstrators that would trigger calling for mutual aid.
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Police Chief Rodriguez stated he did not currently have the requested numbers but could obtain them and explained calls for mutual aid are based on the department's available resources at the time, calls for service within the city, and available resources throughout the county. Councilmember Hernandez asked a follow-up question regarding mutual aid from neighboring cities and whether there is a proportional response based on the size of the gathering and if details related to that were available.
Police Chief Rodriguez explained that mutual aid is dependent on the specific mutual aid response area, as cities are assigned to specific areas, and overall county-wide aid is based on need, proportion, and what is happening in other cities.
Councilmember Hernandez stated he has been out every day since the start of the protests to document police officers and recounted a recent incident at a park opening where officers were disrespectful to his colleagues. Councilmember Hernandez demanded the department respect the community, city employees, and those they are sworn to protect and serve. He advocated against criminalizing those who speak in the chamber and specifically called for the release of Taina Lopez and dropping of any charges against her. He urged the City Manager's office to prioritize finalizing immigration defense contracts, denounced the allegation that he condoned violence, expressed willingness to speak with those who disagree with him, and requested his colleagues not allege something he did not do.
Mayor Pro Tem Vazquez thanked councilmembers for defining the danger as coming from the federal court and acknowledged the past few days have shaken Santa Ana and the country. He stated that ICE was never about safety and characterized ICE as a bipartisan failure and a weapon targeting communities the country depends on. He claimed that under current federal leadership, ICE is being used as a tool of authoritarian power, and stated that if representatives want their vote, they must advocate for abolishing ICE, as it is no longer about the people or justice. Mayor Pro Tem Vazquez stressed the necessity of changing how police interact with protests, rewriting policies to protect people's rights to assemble, speak, and demand change, not just protecting property. He demanded a ban on tear gas and rubber bullets and stated that protesting is a right, not a threat. He requested the city submit Freedom of Information Act requests to ICE and DHS to obtain details on arrests, stressed the need to create organizing spaces in homes, churches, or streets, and to support each other by offering rides to fearful families, fundraising for food, legal aid, and rent, and patrolling streets to alert neighbors, and encouraged continued protests.
Councilmember Bacerra thanked everyone who attended, acknowledged the display of passionate expression and direct criticism towards the mayor and council was part of the governmental process, and noted that no one was removed for peacefully exercising their First Amendment right. He addressed the ICE raids, noting the initial narrative that ICE would only target serious felons or operate in jails, contrasting it with the reality of raids in neighborhoods, and stated that these ICE raids do not make the community safer, and despite the federal administration's claim to be law-and-order centric, their actions are creating an unsafe situation. Councilmember Bacerra countered what he perceived as misinformation about the Santa Ana Police Department, highlighted former Police Chief Ray Davis, who denounced immigration City Council 6 – 26 7/15/2025
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sweeps and deportations, and commended Councilmember Phan for asking questions that promoted shared information, acknowledging the council cannot abolish ICE, stop raids, or tell the National Guard to leave. Councilmember Bacerra expressed understanding for the community's passion and desire for the council to take action, cited the Governor's inability to control the National Guard or remove them from Los Angeles and Santa Ana despite lawsuits filed against the federal government, and reflected on the 2020 pandemic when he witnessed unprecedented challenges and the unanimous decision of seven councilmembers to enact protections for the community.
He acknowledged the current disagreements but urged unity, and emphasized that the council is not asking for or supporting ICE. He expressed hope that despite future challenges, the city can come together, show resilience, and remain a proud city.
Councilmember Lopez acknowledged the discussion about residents' experiences and asked the Chief to clarify the type of chemical agents and gases used to disperse people from the downtown Civic Center area and whether tear gas was the only chemical agent used at the protests. Police Chief Rodriguez confirmed that or tear gas was the only chemical agent used. In response to Councilmember Lopez’s inquiry on what other methods or objects were used, Police Chief Rodriguez stated that rubber batons and pepper balls were also used.
Councilmember Lopez suggested the city follow Boston Mayor Michelle Wu's executive order and request Freedom of Information Act information from the federal government about who has been arrested, why, and where detainees are being held. She emphasized the urgency due to community members being sent to various states, some with unknown whereabouts. City Manager Nuñez stated he would work with the City Attorney in this regard.
Councilmember Lopez suggested to colleagues that they reconsider their vote on Automated License Plate Reader contracts, citing recent reports which allegedly show local law enforcement agencies violating state law by sharing license plate reader data with federal agencies over a hundred times last month, despite the law prohibiting such sharing with out-of-state or federal entities. She encouraged constituents to get involved with local organizations like the Orange County Rapid Response Network, and to engage with the council or their offices. She thanked Vacation Bar and DJ Gucci Mar for their support and fundraising efforts, and requested training for staff so they may respond appropriately in the event a federal agent walks in to City-owned buildings.
Councilmember Penaloza emphasized the importance of turning to Congressman Correa and Senators Adam Schiff and Alex Padilla for support.
Mayor Amezcua thanked everyone who attended or watched, acknowledged she heard and understood everyone, and stated her opposition to what is happening in the city and said she would never support it. She acknowledged Councilmember Phan's efforts and reiterated that her own actions are limited to asking hard questions and pushing back for help, clarified her role, and stated she is only one vote. Mayor Amezcua acknowledged the daily, ever-changing challenges in Santa Ana and across the country. She reiterated her opposition to ICE and the National Guard's presence, expressed her desire for downtown businesses to thrive, residents to feel safe, and for City Council 6 – 27 7/15/2025
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families not to be torn apart. She expressed openness to meeting and listening to constituents if they communicate respectfully, stated she is actively responding by meeting with the City Manager multiple times daily and asking questions, highlighting Santa Ana's role as a city that others watch. Mayor Amezcua reiterated her support for the community and opposition to the current events, affirming her service to all communities including immigrants, Latino, AAPI, and African-American residents. She shared a personal incident, stated that she does not support ICE and did not request the National Guard's presence, stressed the importance of immigration reform, and urged a focus on beneficial reform for millions. She acknowledged hearing the community and expressed sorrow for their experiences. Mayor Amezcua reminded the audience of Santa Ana's history of unity, hoped for continued collaboration despite disagreements, and thanked everyone for their attendance and comments.
ADJOURNMENT – Adjourn the City Council meeting.
MINUTES: Mayor Amezcua adjourned the City Council Meeting at 1:34 A.M. on June 18, 2025.
Respectfully submitted:
___________________________
Jennifer L. Hall, CMC
City Clerk
City Council 6 – 28 7/15/2025
CITY COUNCIL 1 JULY 1, 2025
DRAFT Minutes of the Regular Meeting
of the City Council
City of Santa Ana,
California
July 1, 2025
CLOSED SESSION MEETING – 4:00 P.M.
REGULAR OPEN MEETING – 5:30 P.M.
(Immediately following the Closed Session Meeting)
CITY COUNCIL CHAMBER
22 Civic Center Plaza Santa Ana, CA 92701
CLOSED SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua called the Closed Session meeting to order at 4:03 P.M.
ATTENDANCE Council Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Mayor Pro Tem Benjamin Vazquez
Mayor Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
City Clerk Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra and Phan, Mayor Pro Tem Vazquez, and Mayor Amezcua were present. Councilmembers Hernandez, Lopez, and Penaloza arrived during Closed Session.
City Council 6 – 29 7/15/2025
CITY COUNCIL 2 JULY 1, 2025
ADDITIONS\DELETIONS TO CLOSED SESSION
MINUTES: None.
PUBLIC COMMENTS – Members of the public may address the City Council on Closed Session items.
MINUTES: None.
RECESS – City Council will recess to Closed Session for the purpose of conducting regular City business.
MINUTES: Mayor Amezcua recessed to consider the Closed Session items at 4:05 P.M.
CLOSED SESSION ITEMS – The Brown Act permits legislative bodies to discuss certain matters without members of the public present. The City Council finds, based on advice from the City Attorney, that discussion in open session of the following matters will prejudice the position of the City in existing and anticipated litigation:
1. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Confidential Association of Santa Ana (CASA)
2. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Middle Management/Administrative Management Association (SAMA)
3. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Santa Ana Police Management Association (PMA)
4. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Service Employees International Union Full-Time Employees Unit (SEIU)
5. CONFERENCE WITH LABOR NEGOTIATOR pursuant to Government Code Section 54957.6(a):
Agency Negotiator: Lori Schnaider, Executive Director of Human Resources Employee Organization: Service Employees International Union Local 721, PartTime Non-Civil Service Employees Unit (SEIU-PTNCS) City Council 6 – 30 7/15/2025
CITY COUNCIL 3 JULY 1, 2025
CLOSED SESSION REPORT – The City Attorney will report on any action(s) from Closed Session.
RECONVENE – City Council will reconvene to continue regular City business.
CITY COUNCIL REGULAR OPEN SESSION
CALL TO ORDER
MINUTES: Mayor Amezcua reconvened the City Council Meeting to order at 6:08 P.M.
ATTENDANCE Councilmembers
Mayor Pro Tem
Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Benjamin Vazquez
Mayor Valerie Amezcua
City Manager
City Attorney
City Clerk
Alvaro Nuñez
Sonia R. Carvalho
Jennifer L. Hall
ROLL CALL
MINUTES: City Clerk Jennifer L. Hall conducted roll call.
Councilmembers Bacerra, Hernandez, Lopez, Penaloza, and Phan, Mayor Pro Tem Vazquez, and Mayor Amezcua were present.
PLEDGE OF ALLEGIANCE Pastor Tommy Cota
WORDS OF INSPIRATION Reverend Terry Le Page
ADDITIONS\DELETIONS TO THE AGENDA
MINUTES: City Clerk Jennifer L. Hall announced Presentation Item No. 1 has been postponed to the July 15, 2025 City Council meeting.
CEREMONIAL PRESENTATIONS
CEREMONIAL PRESENTATION WAS CONTINUED TO THE JULY 15, 2025 CITY
COUNCIL MEETING
City Council 6 – 31 7/15/2025
CITY COUNCIL 4 JULY 1, 2025
1. Certificates of Recognition presented by Councilmember Bacerra recognizing Orange County Fire Authority’s Best and Bravest Outstanding Contributions to the Community
CLOSED SESSION REPORT – The CityAttorney will report on any action(s)from Closed Session.
MINUTES: City Attorney Sonia Carvalho stated there were no reportable actions.
MINUTES: Mayor Amezcua requested Agenda Item Nos. 3, 4, 5, 6, and 7 be moved prior to public comments for Council consideration and approval.
MOTION: Councilmember Bacerra moved to approve Consent Calendar Item Nos. 3, 4, 5, 6, and 7, seconded by Councilmember Penaloza.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
AGENDA ITEM NOS. 3, 4, 5, 6 AND 7 MOVED PRIOR TO PUBLIC COMMENT
3. Appoint Denise Reynoso Nominated by Councilmember Phan as the Ward 1 Representative to the Environmental and Transportation Advisory Commission for a Partial Term Expiring December 12, 2028 Department(s): City Clerk’s Office
Recommended Action: Appoint Denise Reynoso to the Environmental and Transportation Advisory Commission as the Ward 1 representative and administer the Oath of Office. (Pursuant to SAMC Sec. 2-326(a), requires five affirmative votes.)
MINUTES: City Clerk Jennifer L. Hall administered the oath of office to Denise Reynoso.
4. Appoint Aylin Luis Nominated by Councilmember Phan as the Ward 1 Representative to the Youth Commission for a Partial Term Expiring December 12, 2028
Department(s): City Clerk’s Office
City Council 6 – 32 7/15/2025
CITY COUNCIL 5 JULY 1, 2025
Recommended Action: Appoint Aylin Luis to the Youth Commission as the Ward 1 representative and administer the Oath of Office.
MINUTES: City Clerk Jennifer L. Hall administered the oath of office to Aylin Luis.
5. Appoint Marlene Peña-Marin Nominated by Councilmember Bacerra as the Ward 4 Representative to the Arts and Culture Commission for a Partial Term Expiring December 8, 2026
Department(s): City Clerk’s Office
Recommended Action: Appoint Marlene Peña-Marin to the Arts and Culture Commission as the Ward 4 representative and administer the Oath of Office.
MINUTES: City Clerk Jennifer L. Hall administered the oath of office to Marlene Peña-Marin.
6. Appoint Jesse Rodriguez Nominated by Councilmember Bacerra as the Ward 4 Representative to the Youth Commission for a Partial Term Expiring December 8, 2026 (rescheduled from the June 17, 2025 City Council meeting) Department(s): City Clerk’s Office
Recommended Action: Appoint Jesse Rodriguez to the Youth Commission as the Ward 4 representative and administer the Oath of Office.
MINUTES: City Clerk Jennifer L. Hall administered the oath of office to Jesse Rodriguez.
7. Appoint Nancy Gonzalez Nominated by the Parks, Recreation, and Community Services Agency as the Santa Ana Senior Center Representative to the Parks, Recreation, and Community Services Commission for a Partial Term Expiring October 31, 2025
Department(s): City Clerk’s Office
Recommended Action: Appoint Nancy Gonzalez to the Parks, Recreation, and Community Services Commission to represent residents age 55 and older and administer the Oath of Office.
MINUTES: City Clerk Jennifer L. Hall administered the oath of office to Nancy Gonzalez.
PUBLIC COMMENTS – Public comments will be held during the beginning of the meeting for ALL comments on agenda and non-agenda items.
City Council 6 – 33 7/15/2025
CITY COUNCIL 6 JULY 1, 2025
MINUTES: City Clerk Jennifer L. Hall reported out the summary of email comments received: one (1) Agenda Item No. 26, three (3) Agenda Item No. 27, three (3) Agenda Item No. 28, (66) Agenda Item No. 29, three (3) Agenda Item No. 32, and (13) nonagenda comments.
The following speakers addressed the City Council in-person:
1. Nancy Robles, Service Employee International Union (SEIU) Local 721 Chapter President, spoke regarding city employees' commitment to the community and the vital roles SEIU members have in city operations.
2. Taina Bee Lopez requested charges against her be dropped related to an incident at the previous City Council meeting and spoke regarding excessive use of force from the Police Department, accountability, humanitarian visas, transparency, and Agenda Item No. 29.
3. Cassandra Perez, District Representative from Congressman Lou Correa, read a letter in support of Agenda Item No. 27.
4. Tommy Cota spoke regarding the City’s current climate regarding Immigration and Custom Enforcement (ICE), the federal government, unity, and peace.
5. Amalia Mejia expressed concern regarding the amendments to the Police Oversight Commission, proposed amendments to the ordinance, and expressed support for Agenda Item No. 32.
6. Ana Gomez spoke regarding the benefits of short-term rentals.
7. Bulmaro Vicente spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance and spoke in support of Agenda Item No. 32.
8. Jasmine Palmerin spoke regarding the need for financial assistance for families and expressed concern regarding the proposed amendments to the Police Oversight Commission ordinance.
9. Tonatzin Reyes spoke regarding the City’s current climate and in support of Agenda Item No. 27.
City Attorney Sonia Carvalho explained that the City of Santa Ana is a Council- Manager form of government and clarified the Mayor does not have the authority to remove ICE.
10.Jennifer Rojas spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance.
11.Aliyah Nuñez spoke regarding the City’s current climate and her personal experiences related to ICE, and spoke in support of Agenda Item No. 27.
12.Daniel Suarez spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance.
City Council 6 – 34 7/15/2025
CITY COUNCIL 7 JULY 1, 2025
13.Sean O’Connell spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance.
14.David Pulido spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance and spoke regarding Noe Rodriguez’s incident.
15.Gilbert B. spoke regarding the City’s current climate regarding ICE and requested the Mayor resign.
16.Giovanni Chavez, California Young Democrats, spoke regarding the City’s current climate regarding ICE, unity, and Agenda Item No. 32.
17.Khang Tran spoke regarding the American government, police use of force and authority, and Noe Rodriguez's incident. He spoke in opposition to Agenda Item No. 29 and in support of Agenda Item No. 32.
18.Daniel Diaz requested questions submitted to city staff be answered and spoke regarding transparency and the City’s current climate regarding ICE.
19.Sandra spoke regarding the City’s current climate regarding ICE and in support of Agenda Item No. 32.
20.Matthew Compton spoke regarding the Culichi Town incident, spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance, and requested justice for Noe Rodriguez.
21.Jocelyn Pacheco spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance.
22.Zury spoke regarding Santa Ana Police Department Internal Affairs incidents and in opposition to the proposed amendments to the Police Oversight Commission ordinance.
23.Tanya Nava spoke regarding the City’s current climate, requested all charges against Taina Bee Lopez be dropped, and called for justice for Noe Rodriguez and Brandon Lopez. She spoke in opposition to Agenda Item No. 29 and in support of Agenda Item Nos. 25-28 and 32.
24.Erika Armenta (translation: Spanish) spoke regarding the Noe Rodriguez and Culichi Town incidents and requested justice, and spoke in opposition to Agenda Item No.
29. 25.Abraham Q. spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance and requested justice for Noe Rodriguez.
26.Carl Benninger spoke regarding the City’s current climate regarding ICE and unity within the community and requested immigration law changes to establish a pathway for citizenship.
City Council 6 – 35 7/15/2025
CITY COUNCIL 8 JULY 1, 2025
27.Francisco Barragan spoke regarding the City’s current climate regarding ICE, unity, and peaceful protests, and spoke in support of Agenda Item No. 32.
28.Fernando Deveras spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance, spoke in support of Agenda Item Nos. 28 and 32, requested social media accounts refrain from sharing posts involving minors, and urged neighbors to unite.
29.Mia Verdin spoke in support of Agenda Item No. 32, spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance, and spoke in support of financial assistance for families impacted by federal immigration but requested the funds not be pulled from City events.
30.Emma Gottfried spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance.
31.Carlos Perea spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance and asked for clarification regarding the proposed amendments.
32.Emilio Ramirez spoke in opposition to Agenda Item No. 20 and spoke in support of Agenda Item No. 28.
The following speakers addressed the City Council via teleconference:
33.Kayla Asato spoke in support of Agenda Item Nos. 27 and 28 and suggested creating a city Sanctuary Board.
34.Teodora (translation: Spanish) spoke in support of Agenda Item No. 28, spoke regarding the impacted families related ICE, and requested additional funding.
35.Claudia Morales Sanchez (translation: Spanish) spoke in support of assistance for families impacted by ICE, and requested additional funding.
36.Araceli Robles (translation: Spanish) spoke in opposition to the proposed amendments to the Police Oversight Commission ordinance and asked for clarification regarding the proposed amendments.
37.Victor Mendez spoke in support of Agenda Item No. 24 and spoke regarding alternative funding to assist families impacted by ICE.
38.Faby, Orange County Justice Fund, spoke in support of Agenda Item Nos. 27 and 32, spoke regarding the immigration legal defense fund, and expressed opposition to Agenda Item No. 29.
RECESS
MINUTES: Mayor Amezcua recessed the City Council meeting at 8:17 P.M.
City Council 6 – 36 7/15/2025
CITY COUNCIL 9 JULY 1, 2025
RECONVENE
MINUTES: Mayor Amezcua reconvened the City Council meeting at 8:29 P.M.
RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 2 through 24 and waive reading of all resolutions and ordinances.
MINUTES: At 8:30 P.M., the Consent Calendar was considered.
Councilmember Penaloza pulled Agenda Item No. 21 for separate discussion and consideration.
Councilmember Bacerra pulled Agenda Item Nos. 9, 11, 15, and 20 for separate discussion and consideration.
Councilmember Hernandez requested to comment on Agenda Item No. 10.
Councilmember Phan recused herself from Agenda Item Nos. 10, 19, and 20 as the listed entities, City of Irvine and Working Wardrobes, are clients of her employer, Rutan and Tucker.
MOTION: Councilmember Hernandez moved to approve Consent Calendar Item Nos. 2 through 24, with the exception of Item Nos. 3, 4, 5, 6, and 7 already approved and Item Nos. 9, 11, 15, 20 and 21 pulled for separate discussion and consideration, seconded by Councilmember Penaloza.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
2. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.
3. SEE PAGE NOS. 4 AND 5 FOR ITEM NOS. 3, 4, 5, 6 AND 7
CONSENT CALENDAR
City Council 6 – 37 7/15/2025
CITY COUNCIL 10 JULY 1, 2025
4. SEE PAGE NOS. 4 AND 5 FOR ITEM NOS. 3, 4, 5, 6 AND 7
5. SEE PAGE NOS. 4 AND 5 FOR ITEM NOS. 3, 4, 5, 6 AND 7
6. SEE PAGE NOS. 4 AND 5 FOR ITEM NOS. 3, 4, 5, 6 AND 7
7. SEE PAGE NOS. 4 AND 5 FOR ITEM NOS. 3, 4, 5, 6 AND 7
8. Aggregate Contracts to Diamond Environmental Services LP and United Site Services of California, Inc. for Portable Toilets and Other Site Rentals and Services (Specification No. 24-061) (General Fund & Non-General Fund) Department(s): Finance and Management Services
Recommended Action: Authorize the City Manager to execute an amendment to increase the total aggregate not to exceed amount of the Contracts with the vendors listed below by $172,500 for portable toilets and other site rentals and services, for a new total aggregate amount not to exceed $572,500. (Purchase Order Contract Nos. 8736 & 8737)
Vendor Location
Diamond Environmental
Services LP San Marcos, CA
United Site Services of
California, Inc Anaheim, CA
9. Approve a Pre-Commitment of up to $920,000 in Inclusionary Housing Funds for Eligible Homebuyers to Purchase Nine (9) Existing Rental Units that will be Converted into Affordable Ownership Condominium Units Located at 425 E. Wellington Avenue
Department(s): Community Development Agency
Recommended Action: Approve a pre-commitment letter with Habitat for Humanity of Orange County for up to $920,000 in Inclusionary Housing Funds for eligible homebuyers to purchase nine (9) existing rental units that will be converted into affordable ownership condominium units located at 425 E. Wellington Avenue, Santa Ana, CA (APN 398-028-12) (Agreement No. A-2025-094).
MINUTES: Councilmember Bacerra asked for clarification regarding the process and procedure regarding the pre-commitment funds for the project.
Assistant City Manager Minh Thai clarified the project will be subject to the City’s review process and that the pre-commitment funds are set aside for future eligible homebuyers.
City Council 6 – 38 7/15/2025
CITY COUNCIL 11 JULY 1, 2025
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 9, seconded by Mayor Amezcua.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
10.Agreements with Orange County Therapeutic Arts Center, Working Wardrobes for a New Start, and StandUp for Kids Orange County to Provide Workforce Readiness Preparation, Work Experience, and Career Training Programs to Santa Ana Youth
Department(s): Community Development Agency
Recommended Action:
1. Approve an agreement in an amount not to exceed $250,000 with Orange County Therapeutic Arts Center, for a period from July 1, 2025 to June 30, 2026 (Agreement No. A-2025-095).
2. Approve an agreement in an amount not to exceed $200,000 with Working Wardrobes for a New Start, for a period from July 1, 2025 to June 30, 2026 (Agreement No. A-2025-096).
3. Approve an agreement in an amount not to exceed $200,000 with StandUp for Kids Orange County, for a period from July 1, 2025 to June 30, 2026 (Agreement No. A-2025-097).
MINUTES: Councilmember Hernandez spoke regarding the effectiveness of these programs and in support of the item.
MOTION: Councilmember Hernandez moved to approve the recommended action for Item No. 10, as part of the Consent Calendar, seconded by Councilmember Penaloza.
The motion carried, 6-0-1, by the following roll call vote:
City Council 6 – 39 7/15/2025
CITY COUNCIL 12 JULY 1, 2025
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
11.Agreement with Graves & King LLP; Agreement with Jones Mayer; and a First Amendment to Agreement with Bobko Law, APC
Department(s): City Attorney’s Office
Recommended Action: Authorize the City Manager to execute an Agreement with Graves & King LLP to provide legal services for a three-year term beginning July 1, 2025 and expiring June 30, 2028, with a provision for a one-year extension, in a total amount not to exceed $500,000 (Agreement No. A-2025-098); to execute an Agreement with Jones Mayer to provide legal services for a three-year term beginning July 1, 2025 and expiring June 30, 2028, with a provision for a one-year extension, in a total amount not to exceed $500,000 (Agreement No. A-2025-099); and to execute a First Amendment to the Agreement with Bobko Law APC to provide legal services, increasing the compensation in a total amount not-to-exceed $500,000 (Agreement No. A-2025-100).
MINUTES: Councilmember Bacerra asked whether the legal services in the agreement could fall within the scope of work of the City’s current agreement with Best, Best and Krieger (BBK).
City Attorney Sonia Carvalho explained that there are restrictions that require certain legal services be provided by specialized law firms.
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 11, seconded by Mayor Amezcua.
The motion carried, 6-0-0-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
COUNCILMEMBER HERNANDEZ
Status: 6 – 0 – 0 – 1 Pass
City Council 6 – 40 7/15/2025
CITY COUNCIL 13 JULY 1, 2025
12.Agreement with CDW-G for Email Security and Cybersecurity Awareness Training Software Subscription Services (Specification No. 25-090) (NonGeneral Fund) Department(s): Information Technology
Recommended Action: Authorize the City Manager to execute an agreement with CDW-G for cloud-based email security and cybersecurity awareness training services for a 39-month term. The agreement will commence on or after July 1, 2025, with the exact start date to be adjusted based on the actual implementation and purchase order issuance. The agreement end date will be extended accordingly to maintain the full 39-month term, in an annual amount not to exceed $75,306 to accommodate potential growth in user licenses, for a total not-to-exceed amount of $225,918 over the 39-month term (Agreement No. A-2025-101).
13.Agreement with Community SeniorServ, Inc. dba Meals on Wheels Orange County for the Senior Meals Program (General Fund)
Department(s): Parks, Recreation, and Community Services Recommended Action: Authorize the City Manager to execute an agreement with Community SeniorServ, Inc. dba Meals On Wheels Orange County for the Senior Meals Program in an amount of $90,300 for base services (Home Delivered Meals and Lunch Cafe Programs) and $9,700 for additional as needed services, for a total not to exceed amount of $100,000 for the period July 1, 2025 to June 30, 2026 (Agreement No. A-2025-102).
14.Facilities Use Agreement Amendment with Santa Ana Lawn Bowling Club for the Use of the Santa Ana West Lawn Bowling Green near Santiago Park Department(s): Parks, Recreation, and Community Services Recommended Action: Authorize the City Manager to execute a Facilities Use Agreement with Santa Ana Lawn Bowling Club to reflect an annual rate of $3,600 payable to the City in two separate payments of $1,800 due by June 20 and December 20 of each year for a three-year term beginning July 1, 2025 through June 30, 2028 for use of the west lawn bowling green (Agreement No. A-2025- 103).
15.Approve Additional Contingency Funds for the 10th and Flower Street Improvements with an Estimated Project Delivery Cost of $2,220,898 (Project No. 22-1342 & 25-6707) (Non-General Fund) (Revive Santa Ana) Department(s): Public Works Agency
Recommended Action:
1. Approve an appropriation adjustment recognizing $375,000 in the Residential Street Improvement, Prior Year Carry Forward revenue account (No. 05817002- City Council 6 – 41 7/15/2025
CITY COUNCIL 14 JULY 1, 2025
50001) and appropriate the same amount into the Residential Street Improvement, Improvements Other Than Buildings expenditure account (No. 05817660-66220). (Requires five affirmative votes)
2. Approve an amendment to the Fiscal Year 2025-26 Capital Improvement Program to include $375,000 in construction funds for 10th and Flower Street Improvements (Project No. 25-6707).
3. Approve an amendment to the Project Cost Analysis in the amount of $375,000 for a new estimated construction delivery cost of $2,220,898.
MINUTES: Councilmember Bacerra expressed concern and requested clarification regarding the use of contingency funding, noting that while the item references “unforeseen circumstances,” the staff report specifically outlines how the funding is intended to be used.
Public Works Director Nabil Saba explained the meaning behind the contingency funding and the reason for the change order.
City Manager Alvaro Nuñez echoed Director Saba comments.
Councilmember Bacerra suggested referring to the item as a change order rather than contingency funding, as the associated costs appear to be planned and clearly outlined, rather than unforeseen.
Councilmember Hernandez spoke in support of the project.
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 15, seconded by Councilmember Hernandez.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
16.Agreement with Xanadu Service System for Janitorial Services at Park Restrooms (Specification No. 25-043) (General Fund)
Department(s): Public Works Agency
City Council 6 – 42 7/15/2025
CITY COUNCIL 15 JULY 1, 2025
Recommended Action: Approve agreement with Xanadu Service System for janitorial services at various park restrooms in an amount not to exceed $3,545,568, for a term beginning July 1, 2025 and expiring June 30, 2028, with provisions for two, one-year extensions (Agreement No. A-2025-104).
17.Agreement with E.J. Ward Inc. for Fueling Station Improvements (Project No. 25-6038) (General Fund)
Department(s): Public Works Agency
Recommended Action: Approve an agreement with E.J. Ward, Inc. to provide fueling station improvement services in an amount not to exceed $624,416, for a term beginning July 1, 2025 and expiring June 30, 2026 (Agreement No. A-2025- 105).
18.Agreement with Clinical Laboratory of San Bernardino, Inc. for Water Quality Sampling and Testing Services (Specification No. 25-071) (Non-General Fund) Department(s): Public Works Agency
Recommended Action: Approve an agreement with Clinical Laboratory of San Bernardino, Inc., to conduct water quality sampling and testing services for an amount not to exceed $612,205, for a term beginning July 1, 2025 and expiring June 30, 2028, with provisions for two, one-year renewal options (Agreement No.
A-2025-106).
19.First Amendment for Agreements with AESCO, Inc., Kleinfelder, Inc., and RMA Group for On-Call Material Testing and Special Inspection Services (Non-General Fund)
Department(s): Public Works Agency
Recommended Action: Approve first amendment to the Caltrans federally procured agreements with AESCO, Inc., Kleinfelder, Inc., and RMA Group, Inc. for on-call material testing and inspection services, to increase the contract amount by $750,000 for a total amount not to exceed $1,700,000, for the remaining term (Agreement Nos. A-2025-107, A-2025-108, and A-2025-109).
MOTION: Councilmember Hernandez moved to approve the recommended action for Item No. 19, as part of the Consent Calendar, seconded by Councilmember Penaloza.
The motion carried, 6-0-1, by the following roll call vote:
City Council 6 – 43 7/15/2025
CITY COUNCIL 16 JULY 1, 2025
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
MINUTES: Councilmember Phan left the dais at 8:50 P.M.
20.Memorandum of Understanding of the Master Plan of Arterial Highways Amendment with the Orange County Transportation Authority and the City of Irvine and the Irvine Business Complex Agreement Amendment Department(s): Public Works Agency
Recommended Action:
1. Approve a memorandum of understanding for the Master Plan of Arterial Highways Amendment with the Orange County Transportation Authority and the City of Irvine (Agreement No. A-2025-110).
2. Approve an Amendment to the Irvine Business Complex Agreement (Agreement No. A-2025-111).
MINUTES: Councilmember Bacerra thanked Public Works for their hard work and efforts and spoke in support of the item.
MOTION: Councilmember Bacerra moved to approve the recommended action for Item No. 20, seconded by Councilmember Hernandez.
The motion carried, 6-0-1, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, MAYOR PRO TEM
VAZQUEZ, MAYOR AMEZCUA
NONE
COUNCILMEMBER PHAN (recusal)
NONE
Status: 6 – 0 – 1 – Pass
MINUTES: Councilmember Phan returned to the dais at 8:53 P.M.
City Council 6 – 44 7/15/2025
CITY COUNCIL 17 JULY 1, 2025
21.Construction Contract with R.J. Noble Company for the Bristol Street Rehabilitation from Santa Clara Avenue to Memory Lane Project (No. 22-6990 & 25-6427) ( Non-General Fund)
Department(s): Public Works Agency
Recommended Action:
1. Approve the transfer of $513,227 from the Well 32 Improvement Project (No. 13-6433) construction funds to the Bristol Street Rehabilitation from Santa Clara Avenue to Memory Lane Project (No. 25-6427).
2. Approve an amendment to the Fiscal Year 2025-2026 Capital Improvement Program to include an additional $513,227 in construction funds for the Bristol Street Rehabilitation from Santa Clara Avenue to Memory Lane Project (No. 22- 6990 & 25-6427).
3. Approve the Project Cost Analysis for a total estimated construction delivery cost of $1,153,688, which includes $922,950 for the construction contract, $138,443 for contract administration, inspection, and testing, and a $92,295 project contingency for unanticipated or unforeseen work.
4. Award a construction contract to R.J. Noble Company, the lowest responsible bidder, in accordance with the base bid and bid alternates in the amount of $922,950, for construction of the Bristol Street Rehabilitation from Santa Clara Avenue to Memory Lane Project (No. 22-6990 & 25-6427), for a term beginning July 1, 2025, and authorize the City Manager to execute the contract.
5. Determine that, pursuant to the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. ER-2025-32 was filed for Project No. 22-6990.
MINUTES: Councilmember Penaloza spoke in support of the item overall but requested adopting a resolution to cease and halt the widening of Bristol Street due to the project’s prolonged timeline since it went into effect in 1991.
Councilmember Bacerra expressed concern regarding widening Bristol Street and project widening road projects within the City and spoke in support of the item.
Mayor Amezcua spoke in support of the ítem and requested a plan for the future of the on-going construction for Bristol Street.
City Manager Alvaro Nuñez suggested pausing future projects to prioritize the Bristol Street Project, and to return in 60 days with an update on its status.
MOTION: Councilmember Penaloza moved to approve the recommended action for Item No. 21 and direct staff to bring back the master plan for Bristol Street widening, seconded by Councilmember Lopez.
City Council 6 – 45 7/15/2025
CITY COUNCIL 18 JULY 1, 2025
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
22.Construction Contract to Vido Samarzich, Inc. for the McFadden Avenue Transit Signal Priority Pilot Project (No. 25-6031) (Non-General Fund) Department(s): Public Works Agency
Recommended Action:
1. Approve the Project Cost Analysis for a total estimated construction delivery cost of $1,972,000, which includes $1,577,600 for the construction contract, $236,640 for contract administration, inspection, and testing, and a $157,760 project contingency for unanticipated or unforeseen work.
2. Award a construction contract to Vido Samarzich, Inc., the lowest responsible bidder, in accordance with the base bid in the amount of $1,577,600, subject to change orders, for construction of the McFadden Avenue Transit Priority Pilot Project (No. 25-6031), for a term beginning July 1, 2025 and authorize the City Manager to execute the contract.
3. Determine that, pursuant to the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. ER-2025-42 was filed for Project No. 25-6031.
23.Construction Contract to Onyx Paving Company, Inc. for the Local Street Preventative Maintenance FY 24-25 Project (No. 25-6907) (Non-General Fund) Department(s): Public Works Agency
Recommended Action:
1. Approve the Project Cost Analysis for a total estimated construction delivery cost of $3,735,000, which includes $2,988,000 for the construction contract, $448,200 for contract administration, inspection, and testing, and a $298,800 project contingency for unanticipated or unforeseen work.
2. Award a construction contract to Onyx Paving Company, Inc., the lowest responsible bidder, in accordance with the base bid in the amount of $2,988,000, subject to change orders, for construction of the Local Street Preventative Maintenance FY 24-25 Project (No. 25-6907), for a term beginning July 1, 2025, City Council 6 – 46 7/15/2025
CITY COUNCIL 19 JULY 1, 2025
and authorize the City Manager to execute the contract.
3. Determine that, pursuant to the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. ER-2025-13 was filed for Project No. 25-6907.
24.Resolution Appointing T. Jack Morse of Oppenheimer Investigations Group LLP as Police Oversight Director and Consultant Agreement for Police Oversight Director Services
Department(s): City Manager’s Office
Recommended Action:
1. Adopt a resolution appointing T. Jack Morse of Oppenheimer Investigations Group LLP as the City of Santa Ana’s Police Oversight Director and approving the Professional Services Agreement to provide Police Oversight Director services in accordance with Santa Ana Municipal Code Section 2-666.
RESOLUTION NO. 2025-029 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA APPOINTING A POLICE
OVERSIGHT DIRECTOR TO ASSIST THE POLICE OVERSIGHT
COMMISSION AND APPROVING A PROFESSIONAL SERVICES
AGREEMENT FOR THE ENGAGEMENT OF T. JACK MORSE THROUGH
OPPENHEIMER INVESTIGATIONS GROUP LLP
2. Approve consultant agreement with Oppenheimer Investigations Group LLP, to provide Police Oversight Director services, for an amount not to exceed $250,000, for a term of two years beginning July 1, 2025 (Agreement No. A2025-112). **END OF CONSENT CALENDAR**
MINUTES: At 9:04 P.M., the Business Calendar was considered.
25.Resolution Supporting Assembly Bill 91 - Middle Eastern and North African (MENA) Inclusion Act
Department(s): City Manager’s Office
Recommended Action: Adopt a resolution supporting Assembly Bill 91, the Middle Eastern and North African (MENA) Inclusion Act, which requires state and local agencies to collect and report disaggregated demographic data for MENA populations.
BUSINESS CALENDAR
City Council 6 – 47 7/15/2025
CITY COUNCIL 20 JULY 1, 2025
RESOLUTION NO. 2025-030 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA SUPPORTING THE MIDDLE EASTERN AND NORTH AFRICAN INCLUSION ACT (ASSEMBLY BILL 91)
MOTION: Mayor Pro Tem Vazquez moved to approve the recommended action for Item No. 25, seconded by Councilmember Penaloza.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
26.Freedom of Information Act (FOIA) Request to U.S. Immigration and Customs Enforcement (ICE)
Department(s): City Manager’s Office
Recommended Action: Approve submission of a Freedom of Information Act Request to U.S. Immigration and Customs Enforcement seeking records pertaining to immigration enforcement activity within the City of Santa Ana for the period of January 20, 2025 through July 1, 2025.
MINUTES: Councilmember Bacerra spoke in support of the item and requested clarification regarding the uses of the potential data released.
City Manager Alvaro Nuñez spoke regarding potential data sharing.
Councilmember Phan spoke in support of only releasing arrest record information consistent with the Public Records Act, collaborating with non-profits assisting with family unification, and spoke in opposition to releasing information related to immigration status.
Mayor Pro Tem Vazquez spoke in support of obtaining information in order to provide familial support.
Councilmember Hernandez spoke in support of transparency, identifying those who are detained, and publishing ICE activity in the City.
Mayor Amezcua requested to strike “and/or criminal conviction(s) or pending criminal charge(s) related to the target(s) of the enforcement action, and any records that indicate whether those violations were known to ICE at the time of arrest”.
City Council 6 – 48 7/15/2025
CITY COUNCIL 21 JULY 1, 2025
Councilmember Lopez spoke in opposition to any amendments.
City Manager Nuñez spoke regarding finding a balance between sharing information and affecting families of those who are detained.
Councilmember Bacerra reiterated that the item is solely for the submission of an FOIA request.
Councilmember Penaloza spoke in support of the item.
Councilmember Phan spoke regarding the information that will actually be disclosable under the Freedom of Information Act.
Councilmember Lopez spoke in support of working with the nonprofit Immigrant Defenders Law Center.
MOTION: Councilmember Penaloza moved to approve the recommended action for Item No. 26, seconded by Mayor Pro Tem Vazquez.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
27.Resolution Making a Call to Action Regarding ICE Immigration Enforcement Department(s): City Manager’s Office
Recommended Action: Adopt a resolution calling on all federal elected representatives to advocate for the removal of ICE, military, and federal enforcement personnel from Santa Ana, support residents impacted by immigration raids, and reaffirm the City’s commitment to SB 54, the California Values Act, and its Sanctuary City policies.
RESOLUTION NO. 2025-031 entitled A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA ANA MAKING A CALL TO ACTION TO ALL OF ITS
FEDERAL ELECTED REPRESENTATIVES IN CONGRESS TO ADVOCATE ON
BEHALF OF IMMIGRANTS WHO RESIDE AND WORK IN THE CITY OF SANTA
ANA, TO REMOVE ICE, MILITARY AND OTHER FEDERAL ENFORCEMENT
PERSONNEL FROM THE CITY OF SANTA ANA, CALL FOR SUPPORT TO
THOSE IMPACTED BY IMMIGRATION RAIDS AND CITY ACTIONS AND
COMMITMENTS
City Council 6 – 49 7/15/2025
CITY COUNCIL 22 JULY 1, 2025
MINUTES: Councilmember Hernandez spoke in support of the item and thanked staff for being proactive.
Mayor Amezcua spoke in support of the item and requested the Council send out letters to federal representatives.
Councilmember Lopez thanked staff for their hard work and spoke in support of the item.
Councilmember Bacerra spoke regarding protests in the City and the unnecessary and aggressive tactics used by the National Guard, the apprehension of residents with no criminal history and the limitation the City has when the federal government is involved. He requested the letter be disseminated to all federal officials that have any jurisdiction within Orange County.
Mayor Pro Tem Vazquez spoke in support of Councilmember Bacerra’s request and spoke in support of the item.
City Manager Alvaro Nuñez reiterated that the resolution is not symbolic; it is a statement of the City’s stance on the current immigration enforcement in the City.
MOTION: Councilmember Penaloza moved to approve the recommended action for Item No. 27, seconded by Councilmember Hernandez.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
28.Consider a Temporary Program of Financial Assistance for Families Impacted by Federal Immigration Enforcement Actions
Department(s): City Manager’s Office
Recommended Action: Direct the City Manager to establish an Emergency Assistance Program for Families Impacted by Immigration Enforcement funded by up to $1 million of existing FY25-26 budget allocated for City Events.
MINUTES: Mayor Amezcua announced Sister City Sahuayo has donated $50,000 to provide financial assistance, provided a summary of the item, and expressed concern for the immediate need for assistance in the community.
City Council 6 – 50 7/15/2025
CITY COUNCIL 23 JULY 1, 2025
Councilmember Bacerra spoke regarding the City’s current climate and its impact to the community and spoke in support of the item.
Councilmember Hernandez spoke in opposition to reallocating cultural event funding for mutual aid, spoke in support of cancelling the 4th of July event, and directed staff to identify $1 million in the City budget from Police vacancies and reallocate the Fourth of July events budget of $115,000 towards mutual aid.
Mayor Pro Tem Vazquez stated the investment in events is a beneficial impact to the community, spoke in support of Councilmember Hernandez’s motion, and suggested adding the Fiestas Patrias budget of $498,000 towards mutual aid.
MOTION: Councilmember Hernandez moved to reallocate the current Fiesta Patrias funding for the financial assistance program, and direct the City Manager to identify additional funding for the financial assistance program sources within the Police Department including vacancies, seconded by Mayor Pro Tem Vazquez.
Councilmember Lopez spoke in support of reallocation of funding, but spoke of the importance of cultural events. She inquired whether the 4.9 million in the General Fund non-departmental budget is unallocated or could be reprogrammed for emergency assistance or other discretionary funds that can be allocated.
Mayor Amezcua commented on the current need for financial assistance and stated that she will be cancelling her trip to Sahuayo and recommended others cancel their travel plans in order to allocate the funding to mutual aid.
Councilmember Phan spoke in opposition to cancelling the 4th of July event and other culturally significant events in the City, spoke of their importance, and believed cancelling them would only prove that the fear instilled in the community is working.
She inquired about the logistics of implementing a mutual aid program and believed connecting families with established agencies for aid would be more productive.
Councilmember Hernandez spoke in support of Councilmember Phan’s comments and spoke regarding police funding.
Mayor Pro Tem Vazquez spoke of the importance of funding mutual aid whether from events or vacant positions.
SUBSTITUTE MOTION: Mayor Amezcua moved to table Item No. 28, seconded by Councilmember Bacerra
Motion subsequently withdrawn.
Mayor Amezcua spoke regarding picking and choosing which events to cancel and moved to remove the item from consideration.
City Council 6 – 51 7/15/2025
CITY COUNCIL 24 JULY 1, 2025
Councilmember Bacerra spoke in support of Mayor Amezcua’s comments and commented on public safety.
Councilmember Phan recommended a 10% budget cut to City events, water bill payment assistance, and working with the Immigrant Defenders non-profit as baseline for assistance.
Councilmember Lopez inquired about the reallocation of funds, spoke in favor of reallocating the Council’s travel budget to fund mutual aid and noted the lack of community attendance at Fiestas Patrias planning meetings.
City Attorney Sonia Carvalho clarified that, if funds stayed within and were administered by the Parks Department, the allocation would not be subject the Charter regulations on appropriations; however if funds were transferred between departments then they would be subject to Charter regulations and would require a super majority vote.
City Manager Alvaro Nuñez spoke regarding discretionary expenditure within the Parks Department are using the City’s good standing with the Mexican consulate to potentially obtain information.
Councilmember Penaloza spoke regarding special events funding, the Council discretionary budget, travel budget, and Council aide budget. He spoke of the security risk posed by holding a large community gathering and inquired about the City’s rainy day fund.
SUBSTITUTE MOTION: Councilmember Penaloza moved to approve the recommended action for Item No. 28 as presented, seconded by Mayor Amezcua
The substitute motion failed, 3-4, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
PENALOZA, MAYOR AMEZCUA
COUNCILMEMBER HERNANDEZ, COUNCILMEMBER
LOPEZ, COUNCILMEMBER PHAN, MAYOR PRO TEM
VAZQUEZ
NONE
NONE
Status: 3 – 4 – Fail
MOTION: Councilmember Hernandez moved to reallocate the current Fiesta Patrias funding for the financial assistance program, and direct the City Manager to identify additional funding for the financial assistance program sources within the Police Department including vacancies, seconded by Mayor Pro Tem Vazquez.
The motion failed, 3-4, by the following roll call vote:
City Council 6 – 52 7/15/2025
CITY COUNCIL 25 JULY 1, 2025
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER HERNANDEZ, COUNCILMEMBER
LOPEZ, MAYOR PRO TEM VAZQUEZ
COUNCILMEMBER BACERRA, COUNCILMEMBER
PENALOZA, COUNCILMEMBER PHAN, MAYOR AMEZCUA
NONE
NONE
Status: 3 – 4 – Fail
MOTION: Councilmember Phan moved allocate 10% from each of the identified City events to start a fund to help the community with staff to return in 90 days or sooner with information and a potential broader discussion, seconded by Councilmember Penaloza.
The motion carried, 7-0, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PHAN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
AGENDA ITEM NO. 29 WAS CONTINUED TO THE JULY 15, 2025 CITY COUNCIL
MEETING
29.Ordinance Amending Article IV to Chapter 2 of the Santa Ana Municipal Code Police Oversight Commission to Align with State Law, Enhance Transparency, and Improve Operational Efficiency and Best Practices in Law Enforcement Accountability
Department(s): City Manager’s Office
Recommended Action: Conduct a first reading of an ordinance amending Article IV to Chapter 2 of the Santa Ana Municipal Code Police Oversight Commission to align with state law, enhance transparency, and improve operational efficiency and best practices in law enforcement accountability.
ORDINANCE NO. NS-XXXX entitled AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA ANA AMENDING SECTIONS 2-660-2-669 OF CHAPTER 2 (ADMINISTRATION), ARTICLE IV, DIVISION 16 OF THE SANTA
ANA MUNICIPAL CODE ESTABLISHING A POLICE COMMISSION
MOTION: Mayor Amezcua moved to continue Item No. 29 to the July 15, 2025 City Council Meeting, seconded by Councilmember Bacerra.
City Council 6 – 53 7/15/2025
CITY COUNCIL 26 JULY 1, 2025
The motion carried, 5-2, by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PHAN, MAYOR PRO TEM VAZQUEZ,
MAYOR AMEZCUA
COUNCILMEMBER HERNANDEZ, COUNCILMEMBER
PENALOZA
NONE
NONE
Status: 5 – 2 – Pass
**END OF BUSINES CALENDAR**
PUBLIC COMMENTS – Members of the public may address the City Council on each of the Public Hearing items.
MINUTES: At 10:54 P.M., the Public Hearing was considered.
30.Public Hearing - Resolution Declaring Results of Majority Protest Proceedings to Renew the Santa Ana Tourism Marketing District (SATMD) Legal notice published in the OC Reporter on May 16, 2025.
Department(s): Community Development Agency
Recommended Action:
1. Conduct a public hearing to consider all protests regarding the intention to levy an assessment for the renewal of the Santa Ana Tourism Marketing District.
2. Review any written protests filed prior to the close of the public hearing and determine whether they constitute a majority protest.
3. If the Council determines that no valid majority protest was lodged, adopt a resolution confirming the renewal of the Santa Ana Tourism Marketing District.
RESOLUTION NO. 2025-032 entitled A RESOLUTION OF THE CITY
COUNCIL OF THE CITY OF SANTA ANA DECLARING RESULTS OF
MAJORITY PROTEST PROCEEDINGS AND RENEWING THE SANTA ANA
TOURISM MARKETING DISTRICT (SATMD)
MINUTES: Mayor Amezcua opened the Public Hearing at 10:55 P.M.
City Clerk Jennifer L. Hall reported out the summary of email comments received: nine (9) Public Hearing Item No. 30.
PUBLIC HEARING
City Council 6 – 54 7/15/2025
CITY COUNCIL 27 JULY 1, 2025
The following speakers addressed the City Council in person:
1. Gabriel Trujillo spoke in support of the item.
RECESS
MINUTES: Mayor Amezcua recessed the City Council meeting at 10:58 P.M.
RECONVENE
MINUTES: Mayor Amezcua reconvened the City Council meeting at 10:59 P.M.
2. Frank Atayde spoke in support of the item.
3. Aaron Saliba spoke in support of the item.
Councilmember Hernandez spoke in support of the item.
MOTION: Councilmember Hernandez moved to approve the recommended action for Public Hearing Item No. 30, seconded by Councilmember Bacerra.
Councilmember Penaloza thanked the team for their hard work and efforts, expressed concern regarding structural deficit, and spoke regarding the transient occupancy tax (TOT).
SUBSTITUTE MOTION: Councilmember Penaloza moved to approve a 10-year plan and to limit SATMD to a 3% maximum increase.
Motion died due to lack of a second
MINUTES: Councilmember Lopez requested clarification regarding the assessment.
Wendy Haase-Roberts, Travel Santa Ana President and CEO, explained that the proposal to increase hotel taxes would allow for a 0.5% increase every two years to be implemented only if needed. She also noted to increase TOT would require voter approval through a ballot measure.
Mayor Amezcua closed the Public Hearing at 11:18 P.M.
MOTION: Councilmember Hernandez moved to approve the recommended action for Public Hearing Item No. 30, seconded by Councilmember Bacerra.
The motion carried, 7-0, by the following roll call vote:
City Council 6 – 55 7/15/2025
CITY COUNCIL 28 JULY 1, 2025
AYES:
NOES:
ABSTAIN:
ABSENT:
COUNCILMEMBER BACERRA, COUNCILMEMBER
HERNANDEZ, COUNCILMEMBER LOPEZ,
COUNCILMEMBER PENALOZA, COUNCILMEMBER PAHN,
MAYOR PRO TEM VAZQUEZ, MAYOR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 – Pass
COUNCILMEMBER REQUESTED ITEMS
31.Discuss and Consider Directing the City Manager to Direct Staff to Bring Back a Resolution for Council Consideration that Would Support Assembly Bill 1303 (Valencia), Which Strengthens Privacy Protections for Applicants and Subscribers of the California Lifeline Telephone Service Program – Councilmember Penaloza
MINUTES: Councilmember Penaloza spoke regarding a resolution that would support Assembly Bill 1303 which strengthens privacy protections for applicants and subscribers of the California Lifeline Telephone Service Program.
Councilmember Bacerra expressed support for the item.
Councilmember Penaloza expressed support for the item.
Councilmember Phan expressed support for the item.
Mayor Pro Tem Vazquez expressed support for the item.
Mayor Amezcua expressed support for the item.
32.Discuss and Consider Directing the City Manager, City Clerk, and City Attorney to Direct Staff to Prepare an Ordinance Requiring All Law Enforcement Officers Operating in Santa Ana to Wear Clearly Visible Identification (Name or Badge Number) and Prohibit Face Coverings that Obscure Identity During Public Interactions and Resolutions Supporting SB 627 and SB 805 – Councilmember Lopez
MINUTES: Councilmember Lopez spoke regarding Law Enforcement Officers posing as police officers, city workers, and arresting individuals without disclosing their name or badge number and her support of SB 627 and SB 805 to prohibit bounty hunters from conducting raids.
Councilmember Hernandez spoke in support of the item and requested that the City and the Santa Ana Police Department take proactive measures—within legal boundaries—to document, verify, and safeguard information concerning individuals wearing face coverings that obscure their identity. He thanked Councilmember Lopez for bringing this item forward.
City Council 6 – 56 7/15/2025
CITY COUNCIL 29 JULY 1, 2025
Councilmember Bacerra thanked Councilmember Lopez for bringing forth the item and asked the City Attorney whether the Chief of Police and the police department enforce the federal law that a federal agent has to identify themselves as an immigration officer who is authorized to execute an arrest, state the individual is being arrested, and the reasoning for the arrest. He spoke in support of SB 627 and SB 805 resolution; however opposed the item brought forward.
City Attorney Sonia Carvalho stated that the police department cannot enforce this particular federal law due to circumstances that could lead to obstructing a federal investigation or arrest.
Mayor Amezcua spoke in support of SB 627 and SB 805 resolutions and asked the Chief of Police whether the department is able to question individuals wearing face coverings to determine if they are federal agents or impersonators and what agencies the department would be assisting. She encouraged the community to reach out to the police department or call 911 if they felt they were being kidnapped and asked how many calls the City has received of possible kidnappings.
Police Chief Robert Rodriguez stated it would depend on the circumstances as the department would not to interfere in the middle of an arrest and the challenge being how to approach these types of situations. He stated the police department would assist ICE and Border Patrol for officer safety and that the department had received six (6)calls total regarding possible kidnappings dating from January 9, 2025 until today.
Councilmember Lopez requested allowing staff the authority to research whether the ordinance can be executed within the City without obstructing federal law.
Councilmember Penaloza thanked Councilmember Lopez for bringing fourth the item and spoke in support of SB 627 and SB 805 resolutions and Congressman Lou Correa’s bill regarding federal agents.
Mayor Pro Tem Vazquez thanked Councilmember Lopez for bringing forth the item, emphasized keeping employees and the community safe, and spoke in support of the item.
Councilmember Phan thanked Councilmember Lopez for bringing forth the item and expressed support for SB 627, SB 805, and Congressman Correa’s bill. She stated her opposition to police officers pulling over individuals solely for wearing a mask while in a vehicle, citing First Amendment protections. She asked Chief Rodriguez whether calls reporting possible kidnappings are treated as active kidnapping situations and whether officers’ body-worn cameras are activated during such incidents. She also clarified that undercover officers are not required to display visible identification.
Additionally, she recommended that the Police Oversight Director and Commission collaborate with the Police Department in addressing and navigating these types of concerns.
City Council 6 – 57 7/15/2025
CITY COUNCIL 30 JULY 1, 2025
Chief Rodriguez confirmed calls are treated as active kidnappings and body cameras are on.
Mayor Amezcua expressed concern regarding the focus on the City during this time and for the community.
CITY MANAGER COMMENTS
MINUTES: None.
COUNCIL COMMENTS
AB1234 DISCLOSURE – If the City paid for travel or other expenses this is the time for members of the Council to provide a brief oral report on attendance of any regional board or commission meeting or any conference, meeting or event attended.
MINUTES: None.
ADJOURNMENT – Adjourn the City Council meeting.
MINUTES: Mayor Amezcua adjourned the City Council Meeting at 12:00 A.M. on July 2, 2025.
Respectfully submitted:
___________________________
Jennifer L. Hall, CMC
City Clerk
City Council 6 – 58 7/15/2025
Community Development Agency
www.santa-ana.org/cd
Item # 7
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 15, 2025
TOPIC: Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners
AGENDA TITLE
Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners
RECOMMENDED ACTION
1. Approve Memorandums of Understanding with the Santa Ana WORK Center, Rancho Santiago Community College District, Employment Development Department, Department of Rehabilitation, SER Jobs for Progress, United American Indian Involvement, Inc., Long Beach Job Corps, Community Action Partnership of Orange County, and City of Santa Ana Housing Authority (Family Self-Sufficiency Program) setting the terms for the sharing of resources and expenses associated with the operations of a comprehensive One-Stop center, for a three-year term expiring June 30, 2028, and authorize the City Manager to execute amendments during the term that adjust shared operational expenses and make non-substantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney (Agreement No. A-2025-XXX).
2. Approve a second amendment to Sub-Lease Agreement and Memorandum of Understanding with the County of Orange, Social Services Agency to extend the term through June 30, 2028 and authorize the City Manager to execute amendments during the term that adjust shared operational expenses and make non-substantive changes to comply with changes in federal or state law; provided all other terms and conditions of the MOU remain the same and approved by the City Attorney (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Workforce Innovation and Opportunity Act (WIOA) of 2014 is the primary federal legislation governing the public workforce development system. The Act mandates that Local Workforce Development Boards (LWDBs) establish Memorandums of Understanding (MOU) with all required One-Stop partners to define the cooperative relationships and shared responsibilities in providing seamless services to job seekers City Council 7 – 1 7/15/2025
Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners July 15, 2025
and employers.
Since the implementation of WIOA, the City has maintained active partnerships with a range of workforce development agencies and service providers, both co-located and non co-located, through MOUs. These partnerships have enabled a coordinated, clientcentered approach to delivering employment and training services across the local workforce area. Existing MOUs have fostered collaboration, streamlined referrals, and aligned resources to better serve job seekers and employers.
To continue supporting these partnerships, the City will renew and update MOUs in accordance with current WIOA guidelines and partner agency roles. For co-located partners, this includes reviewing and revising Infrastructure Funding Agreements (IFAs) to ensure equitable cost-sharing for the operational expenses of the comprehensive America’s Job Center of California (AJCC) (Exhibit 1a, Exhibit 2, and Exhibit 3). For non co-located partners, the City will reaffirm shared commitments to service coordination, referral protocols, and performance accountability, while maintaining the non-fiscal nature of the agreement (Exhibit 1b). These actions aim to strengthen service integration, reinforce mutual responsibilities, and ensure compliance with WIOA regulations while promoting efficient service delivery throughout the workforce system.
The City Council approved the master lease agreement for the office space at 801 W.
Civic Center Drive on June 6, 2023.
The Community Development Agency’s Economic Development Division administers and coordinates the workforce and economic development programs and activities for the City through partnership with the Santa Ana Workforce Development Board (SAWDB). The MOU governs the operation of the Santa Ana WORK Center, which is the City’s designated Comprehensive One-Stop System under WIOA.
The MOU outlines the services to be delivered through the One-Stop System which include, but are not limited to, partner responsibilities, referral process, access for people with disabilities, shared technology, confidentiality, grievance procedures, procedures for amendment, and other administrative and operational provisions that are consistent with the WIOA. In addition, the MOU addresses strategies for sustaining the unified system through resource sharing and joint infrastructure cost allocation. The Infrastructure Funding Agreement is based on services currently provided in the Santa Ana WORK Center located at 801 W. Civic Center, Suite 200, Santa Ana, CA.
Below is a list of programs and provider organizations that the SAWDB is required to have an MOU with:
Program Organization Co-Located or Not
WIOA Title I – Adult, Dislocated
Worker and Youth
City of Santa Ana
WORK Center Co-Located Partner
City Council 7 – 2 7/15/2025
Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners July 15, 2025
WIOA Title II – Adult Education and
Literacy
Santa Ana College/Rancho
Santiago Community College
District
Non Co-Located
Partner
WIOA Wagner-Peyser, Veterans,
Trade Adjustment Assistance Act
California Employment
Development Department Co-Located Partner
WIOA Title IV Vocational
Rehabilitation
California Department of
Rehabilitation Co-Located Partner
Carl Perkins Career Technical
Education
Santa Ana College/Rancho
Santiago Community College
District
Non Co-Located
Partner
Title V Older Americans Act SER – Jobs for Progress Co-Located Partner Job Corps Long Beach Job Corps Non Co-Located
Partner
Native American Programs –
Section 166
United American Indian
Involvement, Inc.
Non Co-Located
Partner
Community Services Block Grant Community Action
Partnership of OC
Non Co-Located
Partner
Housing and Urban Development
City of Santa Ana
Housing Authority (Family SelfSufficiency Program)
Co-Located Partner
Unemployment Compensation (UI) California Employment
Development Department Co-Located Partner
Temporary Assistance for Needy
Families/CalWORKS
Orange County
Social Services Agency Co-Located Partner
FISCAL IMPACT
Funds for the WORK Center’s share of the operation costs for FY 2025-26 are budgeted and available.
The table below reflects the estimated amounts to be received from the State of California Employment Development Department (EDD), County of Orange Social Services Agency (SSA), SER Jobs for Progress, Inc., State of California Department of Rehabilitation, and Santa Ana Housing Authority’s Family Self-Sufficiency Program, for the duration of the MOU. The partner organizations will be invoiced monthly for their share of the AJCC operations and the funds will be deposited upon receipt into the following accounts:
Account No. Account Description PY 2025-26 Total
12318002-57960 WIOA Revenues: Rental of Property $349,705 $349,705 12318751-various One Stop Program: Various $85,186 $85,186 TOTAL $434,891 $434,891
City Council 7 – 3 7/15/2025
Memorandums of Understanding with Workforce Innovation and Opportunity Act Partners July 15, 2025
EXHIBIT(S)
1a. Memorandum of Understanding – Co-Located Partners
1b. Memorandum of Understanding Boilerplate – Non-Co-located Partners
2. Sub-Lease and Memorandum of Understanding – County of Orange Social Services Agency
3. Memorandum of Understanding – City of Santa Ana, Workforce Development Board and Santa Ana Housing Authority
Submitted By: Michael L. Garcia, Executive Director, Community Development Agency Approved By: Alvaro Nuñez, City Manager
City Council 7 – 4 7/15/2025
EXHIBIT 1A
Memorandum of Understanding
For
Santa Ana Workforce Development Board
and the
Employment Development D rtment Wagner-Peyser and
Employment Development Dep tment Unemployment
Insurance
Santa Ana WORK Center
Santa Ana Housing Authority
Department of Rehabilitation
SER Jobs for Progress
City Council 7 – 5 7/15/2025
EXHIBIT 1A
MEMORANDUM OF UNDERSTANDING
1) LEGAL AUTHORITY
The Workforce Innovation and Opportunity Act (“WIOA”) sec. 121(c)(1) requires that each Local Workforce Development Area develop and enter into a Memorandum of Understanding ( “MOU”) with each America’s Job Center of California (“AJCC”) Partner, consistent with WIOA Sec. 121(c)(2). This requirement is further described in the WIOA; Joint Rule for Unified and Combined State Plans, Performance Accountability, and the AJCC System Joint Provisions: Final Rule at 20 CFR 678.500, 34 CFR 361.500, and 34 CFR 463.500, and in Federal guidance.
Additionally
by WIOA s
ring and allocation of infrastructure costs among AJCC Partners is governed 1(h), its implementing regulations, and the Federal Cost Principles contained in the Uniform A mini
Awards (Uniform
Requirements, Cost Principles, and Audit Requirements for Federal at 2 CFR part 200.
2) AJCC Partner
The parties to this MOU are t e City of Santa Ana, the Santa Ana Workforce Development Board (“SAWDB”), and the Employment D velopment Department Wagner-Peyser and Employment Development Department Unemp oyment Insurance (“EDD”), a collocated one-stop AJCC Partner located at the Santa Ana WORK Center 1 W. Civic Center Drive, Suite 200, Santa Ana, CA 92701.
3) PURPOSE
The purpose of the MOU is consistent with the provisions of WIOA sec. 121(c)(1), to establish a cooperative working relationship between the SAWDB and EDD, the collocated AJCC Partner, and to define their respective roles and responsibilities concerning the operation of the AJCC as it relates to shared services and customers. It serves to establish the fr to employers, employees, job seekers and others needing workfo work for providing services
services. It also serves to
establish a framework to support the established service delivery through the sharing of resources and costs.
4) DURATION
The term of this MOU shall commence July 1, 2025 and terminate June 30, 2028, unless earlier terminated pursuant to the provisions of Paragraph 32 of this MOU; however, the Parties shall be obligated to perform such duties as would normally extend beyond this term, including, but not limited to, obligations with respect to indemnification, reporting and confidentiality.
This MOU will remain in effect until the termination date, unless one of the conditions in Paragraph 32 occurs.
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5) MODIFICATIONS AND REVISIONS
This MOU and its Attachments 1, 2, 3, 3-1, 4, and 5 constitute the entire agreement between the parties, and no oral understanding not incorporated herein shall be binding on any of the parties hereto. This MOU may be modified, altered, or revised, as necessary, by mutual consent of the parties, by the issuance of a written amendment, signed and dated by the parties, which may require approval by the governing body of each Party. Assignment of responsibilities under this MOU by any of the parties shall require prior written notice and preapproval of all parties. Any assignee shall also commit in writing to the terms of this MOU.
6) SANTA ANA WORKFORCE DEVELOPMENT STRATEGIES
Santa Ana’s
Integration
sts on integrating current and future resources through its SAWDB Partners. sts more than partnering or assembling multiple funding sources. It means making certai
and seamless servi
needs of its unique
at a ents of the workforce support system work together to create inviting ver a client enters the system. Santa Ana’s vision is sensitive to the phics. The SAWDB’s overall strategies include:
a) Identifying regional industry clusters (e.g., manufacturing cluster, medical cluster, etc.) to create new jobs in wh ch Santa Ana’s workforce can participate; b) Expanding small business development support as a creator of new jobs and method for growing the local tax base;
c) Educating Santa Ana’s current and fu orkforce through classroom pre-training and training activities, plus on-the-job traini g nd workforce skill enhancement activities; d) Offering career pathway programs for both u yed and employed adults and youth; e) Increasing access to jobs for disconnected and underserved populations, especially youth; f) Organizing, integrating and supporting social and other services through the SAWDB’s network of partnerships, volunteer organizations, and established institutional resources; and,
g) Assuring funding from all public, private, and other sources suppor of its programs. 7) ONE-STOP SYSTEM & SERVICES
A. LOCATION
The AJCC is currently located in Santa Ana as follows:
American Job Center (Comprehensive AJCC)
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
(714) 565-2600
Open to the Public: Monday – Friday 8:00 am-5:00 pm
The AJCC is currently located at the Santa Ana WORK Center (“SAWC”) as described in the Location of AJCC and all Partners, attached herein as Attachment 1 and incorporated herein by 3 City Council 7 – 7 7/15/2025
EXHIBIT 1A
reference. Santa Ana ranks as the fourth densest city in the entire nation. SAWC, through its central location in downtown Santa Ana, shall provide and/or coordinate WIOA services to individuals, providing them with the necessary skills to participate in building a world-class workforce in Santa Ana. The SAWC offers the community a variety of informational, employment and training services based on individual needs. Those needs are met by the combined efforts of the SAWC Partners as described by the Santa Ana AJCC Partner Services, included herein as Attachment 2 and incorporated herein by reference.
B. SERVICES PROVIDED AT THE SANTA ANA WORK CENTER
Services and referrals provided at the SAWC by AJCC Partners may include, but are not limited to, the following
1. Ba eer Services:
a. igib etermination;
b. Out
c. Initi
ke, and orientation to information and services;
ment of skill levels, including: literacy, numeracy, and English proficiency; and, aptitudes, abilities, and support service needs; d. Labor exchange services, including:
i. Job vacancy listings in labor market areas;
ii. Information on j b skills needed to obtain the vacant jobs; and, iii. Information relating to in-demand occupations, including earnings and opportunities for advanc ent;
e. Provision of performance and m cost information on the Eligible Training Provider List (“ETPL”) eligible rograms by program and type of provider f. Provision of information in acc ptable
performance against performance accou
ats and languages that identify actual
ity measures
g. Provision of information related to support services h. Provision of information and assistance in filing Unemployment Insurance claims; and,
i. Assistance in establishing eligibility for programs nancial aid assistance for training and education programs not funded through IOA.
2. Individualized Career Services:
a. Comprehensive and specialized assessment of skill levels and service needs including: Diagnostic testing; and, other assessment tools; b. In-depth interview and evaluation to determine barriers and g als; c. Development of Individual Employment Plan (IEP) to identify goals, objectives, and services;
d. Group counseling;
e. Individual counseling;
f. Career planning;
g. Short-term pre-vocational services, including: development of learning skills; communication skills; and, other soft skills to prepare individuals for employment or training;
h. Workforce preparation activities, including: basic academic; and, obtaining other skills necessary for successful transition into postsecondary education, training or employment;
4 City Council 7 – 8 7/15/2025
EXHIBIT 1A
i. Financial literacy services; and,
j. Out-of-area job search assistance and relocation assistance.
3. Training Services:
a. Occupational skills training;
b. On-the-Job training;
c. Incumbent worker training;
d. Programs that combine workplace training with related instruction, which may include cooperative education programs;
e. Training programs operated by the private sector;
f. Skill upgrading and retraining;
g. E repreneurial training programs;
h. tional jobs;
readiness training provided in combination with any of the aforementioned ainin ices;
j. Adu
acqu
on and literacy activities, including: activities of English language nd, integrated education and training programs provided concurrently or in combination with any of the aforementioned training services; k. Customized training;
l. Internships an work experiences that are linked to careers; and, m. English language acqui ition and integrated education and training program.
4. Employer Services:
a. Recruitment and other business es on behalf of employers.
C. SYSTEM STRUCTURE
1. AJCC ONE-STOP OPERATOR PROCUREMENT
The SAWDB will procure the AJCC Operator through a competitive process in accordance with the Uniform Guidance Cost Principles contained in the Uniform ministrative Requirements, Cost Principles, and Audit Requirements for Federal Awards a 2 CFR part 200 (Uniform Guidance), including the Office of Management and Budget’s (OMB approv d exceptions for the U.S. Department of Labor at 2 CFR part 2900, WIOA and its implementing regulations, and local procurement laws and regulations. All documentation for the competitive AJCC operator procurement will be available for public inspection. The State requires that the AJCC operator is re-competed at least every three years and no later than every four years.
2. ROLES AND RESPONSIBILITIES OF PARTIES
a. Provision of Applicable Career Services and Participation in Planning and Development:
The parties to this MOU will work closely together to ensure that the AJCC is a high-performing work place with staff that ensure quality of service. The AJCC Partner has indicated they shall provide an array of applicable career services to clients as set forth in the Santa Ana AJCC Partner Services. The AJCC Partner agrees to the responsibilities required of all Partners under WIOA Section 121(b). In addition, the AJCC Partners will participate in joint planning, plan development, and modification of activities to accomplish the following:
5 City Council 7 – 9 7/15/2025
EXHIBIT 1A
i. Continuous partnership building;
ii. Continuous planning in response to state and federal requirements; and, iii. Responsiveness to local and economic conditions, including employer needs.
Parties agree to the co-enrollment of mutual customers in case management to better leverage the resources available for the benefit of the participant and enhance successful outcomes and participate in the operation of the one-stop system consistent with the terms of the MOU and requirements of authorized laws. Both parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or behavior that requires police intervention.
Parties agree to ollaborate and reasonably assist each other in the development of necessary service delive ocols for the services outlined in this MOU.
Parties agree the isions contained herein are made subject to all applicable federal and ulations, and guidelines imposed on either or all the parties relating s, maintenance of records, and other confidential information relating state laws, implem
to privacy rights of
to customers.
Parties agree that all equipment and furniture purchased by any party for purposes described herein shall remain the property of the purchaser after the termination of this MOU. b. Parties shall comply with:
i. Section 188 of the WIOA Nondiscrimin and Equal Opportunity Regulations (29 CFR Part 38; Final Rule, published Decembe 2, 201 ;
ii. Title VI and VII of the Civil Rights Act of 1964 blic Law 88-352), as amended; iii. Section 504 of the Rehabilitation Act of 1973, as amended; iv. The Americans with Disabilities Act of 1990, as amended v. The Jobs for Veterans Act (Public Law 107-288) pertaining o priority of service in programs funded by the U.S. Department of Labor;
vi. Training and Employment Guidance Letter (TEGL) 37-14, Update on Complying with Nondiscrimination Requirements: Discrimination Based on Gender Identity, Gender Expression and Sex Stereotyping are Prohibited Forms of Sex Discrimination in the Workforce Development System and other guidance related to implementing WIOA sec. 188;
vii. The Non-traditional Employment for Women Act of 1991; viii. The Age Discrimination Act of 1967, as amended;
ix. The Age Discrimination Act of 1975, as amended;
6 City Council 7 – 10 7/15/2025
EXHIBIT 1A
x. Title IX of the Education Amendments of 1972, as amended; xi. The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR part 99);
xii. Title IX of the Education Amendments of 1972, as amended; xiii. Confidentiality requirements governing the protection and use of personal information held by the VR agency (34 CFR 361.38);
xiv.
xv.
The confidentiality requirements governing the use of confidential information held by the State UI ency (20 CFR part 603); and,
All ments to each, and all requirements imposed by the regulations issued pursuant to thes cts.
The Parties agree to ach other immediately when a customer violates an established policy that would require them to be banned from the center or activity that requires policy intervention. 8) COLLOCATED AJCC PARTNER RESPONSIBILITIES
Partner commits to collocation of staff, as appropriate, and to providing other professional learning opportunities that promote continuous quality i provement. Partner will further promote system integration to the maximum extent feasible th
a. Effective communication, information s aring, d collaboration with the AJCC operator; b. Joint planning, policy development, and system design processes; c. Commitment to the joint mission, vision, goals, st ategies, and performance measures; d. The design and use of common intake, assessment, re al, and case management processes;
e. The use of common and/or linked data management systems and data sharing methods, as appropriate;
f. Leveraging of resources, including other public agency and non-profit organization services;
g. Participation in a continuous improvement process designed to boost outcomes and increase customer satisfaction; and
h. Participation in regularly scheduled Partner meetings to exchange information in support of the above and encourage program and staff integration.
Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services.
7 City Council 7 – 11 7/15/2025
EXHIBIT 1A
9) REFERRALS
The primary principle of the referral system is to provide integrated and seamless delivery of services to workers, job seekers, and employers. In order to facilitate such a system, Partners will ensure and agree to:
a. Familiarize themselves with the basic eligibility and participation requirements, as well as with the available services and benefits offered, for each of the Partners’ programs represented in the AJCC network;
b. Develop aterials summarizing their program requirements and making them available for Partn customers;
c. Develo and
forms, as ap
common intake, eligibility determination, assessment, and registration d. Provide substantive referrals to customers who are eligible for supplemental and complementary services and benefits under Partner programs; e. Regularly evaluate ways to improve the referral process, including the use of customer satisfaction surveys;
f. Commit to robust and ongoing commu n required for an effective referral process; g. Commit to actively follow up on the res lts of rals and assuring that Partner resources are being leveraged at an optimal level;
h. Ensure that intake and referral processes are customer-centered with the intent to provide high quality customer service;
i. Ensure that general information regarding AJCC progra s, services, activities, and resources shall be made available to all customers as approp ate; j. Ensure that referrals will be made via email or other electronic means; k. Ensure that referrals will include a direct link or access to other AJCC Partner staff that can provide meaningful information or service, through the use of co-location, or real-time technology (two-way communication and interaction with AJCC Partners that results in services needed by the customer); and,
l. Ensure that the referral process will include specific staff name, the activity required, desired outcome and a method for communicating back to the referring agency that the service need was addressed.
10) SUPERVISION/DAY TO DAY OPERATIONS
a. Day-to-Day Supervision
8 City Council 7 – 12 7/15/2025
EXHIBIT 1A
The day-to-day supervision of staff assigned to the AJCCs will be the responsibility of the site supervisor(s). Partner will continue to set the priorities of its staff assigned to the AJCC. Changes in work assignments or concerns regarding the responsibilities of parties are to be handled between the site supervisor and Partner management
b. Santa Ana WORK Center Hours of Operation
The SAWC is open for business: Monday through Friday from 8:00 am until 5:00 pm. c. Partner Staff Office Hours
The office ho
will compl
Partner staff at the AJCC will be established by the Partner. All Partner staff their corresponding holiday schedule and will provide a copy of their holiday schedule to th AW d SAWC at the beginning of each fiscal year. d. Building Acc
All Partner staff assigned to the SAWC will be issued an access card to SAWC suite 200 and a parking lot pass that allows hem to enter and exit the parking lot. It is all individual staff’s responsibility to keep them secure. Should they damage or lose them they can be replace by the SAWDB at the expense of the individual agency staff.
e. Benefits
Each party shall be solely liable and responsibl for p
all legally-required employee benefits. In addition, eac ng to, or on behalf of, its employee(s),
y shall be solely responsive and hold
all other parties harmless from all matters relating to payment of each party's employee(s), including compliance with social security withholding, workers' compensation, and all other regulations governing such matters.
11) AJCC OPERATING BUDGET
The purpose of this section is to establish a financial plan, including terms and conditions, to fund the services and operating costs of the local AJCC. The parties to this MOU agree that joint funding is a necessary foundation for an integrated service delivery system. The goal of the operating budget is to develop a funding mechanism that:
a. Establishes and maintains the Local workforce delivery system at a level that meets the needs of the job seekers and businesses in the Local area; b. Reduces duplication and maximizes program impact through the sharing of services, resources, and technologies among Partners (thereby improving each program’s effectiveness);
c. Reduces overhead costs for any one Partner by streamlining and sharing financial, procurement, and facility costs;
9 City Council 7 – 13 7/15/2025
EXHIBIT 1A
d. Ensures that costs are appropriately shared by AJCC Partners by determining contributions based on the proportionate use of the AJCC centers and relative benefits received, and requiring that all funds are spent solely for allowable purposes in a manner consistent with the applicable authorizing statutes and all other applicable legal requirements, including the Uniform Guidance; and,
e. All parties will meet and confer regarding replacement, acquisition, cleaning and maintenance of furnishings.
The parties consider this AJCC operating budget the master budget that is necessary to maintain the SAWDB’s high-standard AJCC. It includes the following cost categories, as required by WIOA and its i lementing regulations:
a. Infr ure costs (also separately outlined below in the Infrastructure Funding Agree nt);
b. Career serv
c. Shared serv
All costs contemplated must be included in the MOU, allocated according to the AJCC Partner’s proportionate use and relativ benefits received, reconciled every six (6) months against actual costs incurred, and adjusted accordingl . The AJCC operating budget is expected to be transparent and negotiated among Partners on an equitable basis to ensure costs are shared appropriately. All Partners must negotiate in good faith and seek establish outcomes that are reasonable and fair.
All Partners must adhere and reference the ru regulations included in the executed Office Lease, attached hereto as Attachment 5 and incorporated herein by reference. 12) INFRASTRUCTURE FUNDING AGREEMEN
The Infrastructure Funding Agreement (“IFA”) contains the infrastructure costs budget that is an integral component of the overall AJCC operating budge . The IFA is a mandatory component of the local MOU, described in WIOA sec. 121(c) and 20 CFR 67 0 and 678.755. The IFA contains the AJCC Comprehensive Infrastructure Budget, and Other stem Cost Budget, included herein as Attachment 3 and incorporated herein by reference, that is an integral component of the overall AJCC operating budget. The other component of the IFA is the Applicable Career Services, attached herein as Attachment 3-1 and incorporated herein by reference, which includes the shared operating costs and shared services. The overall AJCC operating budget includes the Comprehensive Cost Allocation and Partner Contributions, attached herein as Attachment 4 and incorporated herein by reference.
AJCC infrastructure costs are defined as non-personnel costs that are necessary for the general operation of the AJCC, including, but not limited to:
a. Rental of the facilities;
b. Utilities, maintenance and services;
c. Equipment, including assessment-related products and assistive technology for individuals with disabilities; and,
d. Technology to facilitate access to the AJCC, including technology used for the center’s planning and outreach activities.
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Any changes in the AJCC Partners or an appeal by an AJCC Partner’s infrastructure cost contributions will require an amendment of the MOU.
13) COST ALLOCATION METHODOLOGY
The purpose of this infrastructure cost sharing methodology is to summarize, in writing, the methods and procedures that the SAWDB will use to share costs with the AJCC Partner. The AJCC Partner agrees that it will be charged on a monthly basis according to the following cost sharing methodology, and that monthly payment will be submitted within the first ten (10) calendar days of each month.
14) INFRAS TURE COST ALLOCATION METHODOLOGY
a. Rent Co : R
(CAM charges). T
percentage of usag
ts shall be based only on the base rent and common area maintenance nt is derived from the total assigned square footage, calculating the CC Partner and applying that percentage to the common area square footage. Assigned square footage plus the percentage of common area square footage equals total square footage for each AJCC Partner. Total square footage for each AJCC Partner multiplied by the base rent per square foot equals total base rent for each AJCC Partner as indicated in the AJCC Comprehensive Infrastructure Budget and Other System Cost Budget and the Comprehensive Cost Allocation and Partner Contributions. The base rent has an annual increase of no more than 3% over the ten-year life of the Office Lease cument (Attachment 5 attached herewith and incorporated herein by reference).
b. Utilities, Maintenance and Services: his s
includes voice-mail on AJCC Partners’ phones. Costs
includes telephone services, which
aff phones are charged based on the
AJCC Partner’s assigned space. Common area phones will be charged according to space allocation. Security guard services are also included in this section and are allocated based on the percentage of space usage. Security guard services will increase by approximately 4.5% annually. c. Equipment: Public computer are shared and available to all nts. These are allocated on the AJCC partner’s assigned space percentage.
d. Technology and Internet Access Costs: Cost of printers and copiers for common use that are connected to the internet, and other technology that may become necessary for shared use are allocated based on the AJCC partners percentage of space usage. 15) INFRASTRUCTURE CONTRIBUTIONS
The AJCC Partner may provide cash, non-cash (in- kind), and third-party in-kind contributions to cover its share of infrastructure costs. In-kind contributions cannot be used to fund noninfrastructure costs (such as personnel), and must be valued consistent with Uniform Guidance Section 200.306 to ensure such contributions are fairly evaluated and qualify for the AJCC Partner’s proportionate share.
If third-party in-kind contributions are made to support the AJCC as a whole (such as facility space), that contribution will not count toward the AJCC Partner’s proportionate share of the 11 City Council 7 – 15 7/15/2025
EXHIBIT 1A
infrastructure. Rather, the value of the contribution will be applied to the overall infrastructure budget prior to determining proportionate amounts and thereby reduce the contribution required for all AJCC Partners.
a. Cash
Cash funds provided to the SAWDB, or its designee, by AJCC Partners, either directly or by an interagency transfer, or by a third party.
b. Non-Cash
Expenditures incurred by AJCC Partners on behalf of the AJCC; and Non-cash contributions or goods or services contributed by a Partner program and used by the AJCC. c. Third- -kind
Contributio space, equipment, technology, non-personnel services, or other like items to support the in stru
Support the AJCC
a specific Partner [2
costs associated with AJCC operations, by a non-AJCC Partner to:
; or, Support the proportionate share of AJCC infrastructure costs of
78.720; 20 CFR 678.760; 34 CFR 361.720; 34 CFR 361.760; 34 CFR 463.720; and 34 CFR 463.760].
16) OTHER AJCC DELIVERY SYSTEM COSTS
In compliance with WIOA Joint Rule Section 678.760, the AJCC Partners will use a portion of funds made available under their authorizi
contributions) to share the additional costs r
federal statute (or fairly evaluated in-kind
to the operation of the One-Stop delivery
system. These costs may be shared through cash, non-cash, or third-party in-kind contributions.
As required by WSD18-12, the amount of funds that th C Partner has budgeted to expend on applicable career services and other shared services, which cumulatively with the other AJCC Partners budgeted amounts shall form the Comprehensive Cost Allocation and Partner Contributions.
a. Career Services Applicable to the AJCC Partner
The AJCC Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services. The agreed upon Applicable Career Services Budget is set forth in Attachment 3-1 attached hereto and incorporated herein by reference. This budget consists of the AJCC Partner’s costs for the service delivery of each applicable career service indicated in the Santa Ana AJCC Partner Services.
b. Required Consolidated Budget for the Delivery of “Applicable Career Services” The other system costs budget must be a consolidated budget for applicable career services. This budget must include each of the Partner’s costs for the service delivery of each applicable career service and a consolidated system budget for career services applicable to more than one Partner as indicated in the Comprehensive Cost Allocation and Partner Contributions.
AJCC Partners understand that while only collocated Partners share infrastructure costs, at this time, all AJCC Partners must share in other System costs through non-cash (in-kind) contributions as set forth herein.
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17) DATA SHARING
Parties further agree that the collection, use, and disclosure of customers’ personally identifiable information (PII) is subject to various requirements set forth in Federal and State privacy “
laws. Partners acknowledge that the execution of this MOU, by itself, does not function to satisfy all of these requirements.
All data, including customer PII, collected, used, and disclosed by Partners will be subject to the following:
a. Customer PII will be properly secured in accordance with the SAWDB’s policies and proced
b. The c
laws;
garding the safeguarding of PII;
tion, e, and disclosure of customer education records, and the PII contained therein, as d der FERPA, shall comply with FERPA and applicable State privacy c. All confidential data contained in Unemployment Insurance wage records must be protected in accordance with the requirements set forth in 20 CFR part 603; d. All personal information contained in Vocational Rehabilitation records must be protected in accordance with the requirements set rth in 34 CFR 361.38; e. Customer data may be shared with othe grams, for those programs’ purposes, within the AJCC network only after the info med w en consent of the individual has been obtained, where required;
f. Customer data will be kept confidential, consistent with Federal and State privacy laws and regulations; and,
g. All data exchange activity will be conducted in machine r ble format, such as HTML or PDF, for example, and in compliance with Section 508 of t e Rehab itation Act of 1973, as amended (29 U.S.C. § 794 (d)).
All AJCC and Partner staff will be trained in the protection, use, and disclosure requirements governing PII and any other confidential data for all applicable programs, including FERPA-protected education records, confidential information in UI records, and personal information in VR records.
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18) CONFIDENTIALITY
There are strict confidentiality requirements under State and Federal laws, as well as local laws and regulations regarding confidential information, including PII from educational records, such as but not limited to 20 CFR Part 603, 45 CFR Section 205.50, 20 USC 1232g and 34 CFR part 99, and 34 CFR 361.38, as well as any applicable State and local laws and regulations.
Each party will ensure that the collection and use of any information, systems, or records that contain PII and other personal or confidential information will be limited to purposes that support the programs and activities described in this MOU and will comply with applicable law.
Each party will sure that access to software systems and files under its control that contain PII or other pers
assigned re
onfidential information will be limited to authorized staff members who are ilities in support of the services and activities described herein and will comply with applicabl aw.
personal or confide
party expressly agrees to take measures to ensure that no PII or other mation is accessible by unauthorized individuals.
To the extent that confidential, private, or otherwise protected information needs to be shared amongst the parties for the parties’ performance of their obligations under this MOU, and to the extent that such sharing is pe mitted by applicable law, the appropriate data sharing agreements will be created and required confidenti lity and ethical certifications will be signed by authorized individuals. With respect to confidential unemployment insurance information, any such data sharing must comply with all of the requiremen n 20 CFR Part 603, including but not limited to requirements for an agreement consistent with
disclosures.
R 603.10, payments of costs, and permissible
With respect to the use and disclosure of FERPA-pro customer education records and the PII contained therein, any such data sharing agreement must comply with all of the requirements set forth in 20 U.S.C. § 1232g and 34 CFR Part 99.
With respect to the use and disclosure of personal information con d in VR records, any such data sharing agreement must comply with all of the requirements se orth in 34 CFR 361.38. 19) PRESS RELEASES AND COMMUNICATIONS
All parties shall be consulted and notified prior to communicating with the press, television, radio or any other form of media regarding its duties or performance under this MOU. Participation of each party in press/media presentations will be determined by each party's public relations policies.
The parties agree to utilize the AJCC logo developed by the State of California and the SAWDB on buildings identified for AJCC usage.
20) ACCESSIBILITY
Accessibility to the services provided by the AJCCs and all Partner agencies is essential to meeting the requirements and goals of the local AJCC network. Job seekers and businesses must be able to access all information relevant to them via visits to physical locations as well as in virtual spaces, 14 City Council 7 – 18 7/15/2025
EXHIBIT 1A
regardless of gender, age, race, religion, national origin, disability, veteran’s status, or on the basis of any other classification protected under state or federal law. 21) NON-DISCRIMINATION AND EQUAL OPPORTUNITY
All parties to this MOU certify that they prohibit, and will continue to prohibit, discrimination, and they certify that no person, otherwise qualified, is denied employment, services, or other benefits on the basis of: (i) political or religious opinion or affiliation, marital status, sexual orientation, gender, gender identification and/or expression, race, color, creed, or national origin; (ii) sex or age, except when age or sex constitutes a bona fide occupational qualification; or (iii) the physical or mental disability of a qualified individual with a disability. 22) GRIEVA AND COMPLAINTS PROCEDURE
The City is re red t
The AJCC Partner
outlined in WIOA.
ntain a procedure for grievance and complaints per the WIOA. establish and maintain a procedure for grievance and complaints as ess for handling grievances and complaints is applicable to customers and Partners. These procedures will allow the customer or entity filing the complaint to exhaust every administrative level in receiving a fair and complete hearing and resolution of their grievance. The Partner furthe agrees to communicate openly and directly to resolve any problems or disputes related to the provision of ervices in a cooperative manner and at the lowest level of intervention possible. All Partners agree to inform each other immediately when a customer violates an established policy that would requi them to be banned from the center or involves police authorities.
23) AMERICAN’S WITH DISABILITIES ACT A MENDMENTS COMPLIANCE The AJCC Partner agrees to ensure that the policies and procedures as well as the programs and services provided at the AJCC are in compliance with the Americans with Disabilities Act (“ADA”) and its amendments. Additionally, the SAWDB and the AJCC Partners will ensure that policies and procedures established by the SAWDB and the AJCC P the ADA.
ers are in compliance with
24) HOLD HARMLESS/INDEMNIFICATION/LIABILITY
In accordance with provisions of Section 895.4 of the California Government Code, each signatory hereby agrees to indemnify, defend and hold harmless all other signatories identified in this MOU from and against any and all claims, demands, damages and costs arising out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. In addition, except for Departments of the State of California which cannot provide for indemnification of court costs and attorney’s fees under the indemnification policy of the State of California, all signatories to this MOU agree to indemnify, defend and hold harmless each other from and against all court costs and attorney’s fees arising out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. It is understood and agreed that all indemnity provided herein shall survive the termination of this MOU. 15 City Council 7 – 19 7/15/2025
EXHIBIT 1A
25) SEVERABILITY
If any part of this MOU is found to be null and void or is otherwise stricken, the rest of this MOU shall remain in force.
26) DRUG AND ALCOHOL-FREE WORKPLACE
All parties to this MOU certify they will comply with the Drug-Free Workplace Act of 1988, 41 U.S.C. 702 et seq., and 2 CFR part 182 which require that all organizations receiving grants from any Federal agency maintain a drug-free workplace. The recipient must notify the awarding office if an employee
with these re
adopted by
he recipient is convicted of violating a criminal drug statute. Failure to comply ents may be cause for suspension or debarment under 2 CFR part 180, as S. Department of Education at 2 CFR 3485, and the U.S. Department of Labor regulations at CFR 94.
27) CERTIFICAT GARDING LOBBYING
All parties shall comply with the Byrd Anti-Lobbying Amendment (31 U.S.C. Section1352), 29 C.F.R. Part 93, and 34 CFR p rt 82, as well as the requirements in the Uniform Guidance at 2 CFR 200.450. The parties shall not lobby fe eral entities using federal funds and will disclose lobbying activities as required by law and regulations.
28) DEBARMENT AND SUSPENSION
All parties shall comply with the debarment and susp
and 2 CFR part 180 and as adopted by the U.S. Depart
the U.S. Department of Education at 2 CFR 3485.
n requirements (E.0.12549 and12689)
of Labor at 29 CFR part 2998 and by
29) PRIORITY OF SERVICE
All parties certify that they will adhere to all statutes, regulations, olicies, and plans regarding priority of service, including, but not limited to, priority of service or veterans and their eligible spouses, and priority of service for the WIOA title I Adult program, as required by 38 U.S.C. sec. 4215 and its implementing regulations and guidance, and WIOA sec. 134(c)(3)(E) and its implementing regulations and guidance. Partners will target recruitment of special populations that receive a focus for services under WIOA, such as individuals with disabilities, low-income individuals, basic skills deficient youth, and English language learners. 30) BUY AMERICAN PROVISION
Each party that receives funds made available under title I or II of WIOA or under the WagnerPeyser Act (29 U.S.C. Section 49, et. seq.) certifies that it will comply with Sections 8301 through 8303 of title 41 of the United States Code (commonly known as the “Buy American Act.”) and as referenced in WIOA Section 502 and 20 CFR 683.200(f).
16 City Council 7 – 20 7/15/2025
EXHIBIT 1A
31) SALARY COMPENSATION AND BONUS LIMITATIONS
Each party certifies that, when operating grants funded by the U.S. Department of Labor, it complies with TEGL 05-06, Implementing the Salary and Bonus Limitations in Public Law 109- 234, TEGL 15-22, Workforce Innovation and Opportunity Act (WIOA) Adult, Dislocated Worker and Youth Activities Program Allotments for Program Year (PY) 2023; Final PY 2023 Allotments for the Wagner-Peyser Act Employment Service (ES) Program Allotments; and Workforce Information Grants to States Allotments for PY 2023, Public Laws 114-113 (Division H, title I, Section 105) and 114-223, and WIOA section 194(15)(A), restricting the use of federal grant funds for compensation and bonuses of an individual, whether charged to either direct or indirect, at a rate in excess of e Federal Office of Personnel Management Executive Level II. 32) TER TION
This MOU will rem ect until the end date specified in section 4 above, unless:
a. Federal oversight agencies charged with the administration of WIOA are unable to appropriate funds or if funds are not otherwise made available for continued performance for any fiscal period of this MOU succeeding the first fiscal period. Any party unable to perform pursuant to MOU due o lack of funding shall notify the other parties as soon as the party has knowledge that funds may be unavailable for the continuation of activities under this MOU;
b. WIOA is repealed or superseded by su nt federal law; c. Local area designation is changed under WIOA; and,
d. A party breaches any provision of this MOU a
days after receiving written notice from the SA
h breach is not cured within thirty (30)
Chair (or designee) specifying such
breach in reasonable detail. In such event, the non-breaching party(s) shall have the right to terminate this MOU by giving written notice thereof to the party in breach, upon which termination will go into effect immediately.
In the event of termination, the parties to the MOU must convene w in thirty (30) calendar days after the breach of the MOU to discuss the formation of the successor MOU. At that time, allocated costs must be addressed.
This MOU is of no force or effect until signed by authorized representatives of the participating parties, and approved by the Chief Local Elected Official or his/her designee. The MOU, once signed, becomes part of the local WIOA Plan. Any party may withdraw from this MOU by giving written notice of intent to withdraw at least thirty (30) calendar days in advance of the effective withdrawal date. If agreed to by all parties, the timeframes for notice may be reduced or extended.
Notice of withdrawal shall be given to the SAWDB at the address listed in the signed attachments of this MOU, and to the contact person so listed, considering any information updates received by the parties, a courtesy notification shall be made to all parties of this MOU in a timely manner. 33) NOTICES
All notices, requests, claims, correspondence, reports, statements authorized or required by this Agreement, and/or other communications shall be addressed as follows:
17 City Council 7 – 21 7/15/2025
EXHIBIT 1A
City of Santa Ana: City of Santa Ana
Administration Services
801 W. Civic Center Dr., Suite 200
Santa Ana, CA 92701
PARTNER: Employment Development Department
801 West Civic Center Drive, Suite 200
Santa Ana, CA 92701
34) INSURANCE
The AJCC Pa
shall apply
gree that their current in force insurance or self-insurance coverage programs r operations performed under the Workforce Innovation Opportunity Act and at the SAWC,
compensation and
as additional insu
ludi mmercial general liability, business personal property, workers’ dishonesty/crime coverages. The City of Santa Ana shall be named endorsement to the commercial general liability and employee dishonesty/crime insurance policies and the coverage shall be primary and non-contributory with regard to the City.
35) AUTHORITY AND SIGNATURES
The individuals signing this MOU and its attach ents, which are incorporated herein by reference, have the authority to commit the party they re
by signing.
to the terms of this MOU, and do so commit
ATTACHMENTS
Attachment 1: AJCC Partners Location and Map
Attachment 2: Santa Ana AJCC Partner Services
Attachment 3: AJCC Comprehensive Infrastructure Budget, and Attachment 3-1: Applicable Career Services
er System Cost Budget
Attachment 4: Comprehensive Cost Allocation and Partner Contributions Attachment 5: Office Lease
18 City Council 7 – 22 7/15/2025
EXHIBIT 1A
fN WITꢂESS WHꢀRꢀOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall
City Clerk
Alvaro Nufiez
City Manager
APPROVE O FORM:
SOꢂIA R. C VA
City Attorney
RꢀCOꢁꢂDꢀD FOR APPROVAL:
By: ꢀꢁꢀꢃꢄ- � -ꢁ
Exec
�
utive Director
�
Community Development Agency
Andrea Garcia-Miller Michael L. Garcia
Assistant City Attorney
FOR SANTA ANA WOꢀFORCE DEVE ENT BOARD
Workꢅrce Development Board Chair
FOR AMERICA'S JOB CENTER OF CꢁLIFOꢂIꢁ PARTNER
Employment Development Department Wagner-Peyser & nemployment Insurance
AJCC Partner
Deputy Division Chief Date
675 Placentia Avenue, Suite #330, Brea, CA 92821
ꢀmployment Development Administrator Date
7000 Village Dr., Ste#110. Buena Park, CA 90621
19 City Council 7 – 23 7/15/2025
EXHIBAITtta1c hAment 1
AJCC Partners Location and Map
Partner Program Partner
Organization
City of Santa Ana
Authorization/Category Physically
Co-Located
Title I Adult, Dislocated
Workers and Youth
programs
WIOA Title I Adult, Dislocated Workers, Youth
Programs Yes
Rancho Santiago
Community College
District
WIOA title II Adult Education and Family
Literacy Act (AEFLA) program
Career and technical education (CTE)
programs at the postsecondary level,
authorized under the Carl D. Perkins Career
and Technical Education Act of 2006 (20 U.S.C.
2301 et seq.)
Adult Education/
Literacy and Carl Perkins
Career Technical
Education
No
E oyment
ment
ment (EDD)
WIOA title III Wagner-Peyser Employment
Services, authorized under the Wagner-Peyser
Act (29 U.S.C. 49 et seq.), also providing the
state’s public labor exchange.
Wagner-Peyser
Yes
Employment
Development
Department (EDD)
Employment
Development
Department (EDD)
Employment
Development
Jobs for Veterans State Grants (JVSG),
authorized under chapter 41 of title 38, U.S.C. Veterans Trade Act
Yes
Yes
No
Trade Adjustment Assistance (TAA),
au orized under chapter 2 of title II of the
T ct of 1974 (19 U.S.C. 2271et seq.)
Unemployment
Insurance (UI) Unemploy nt Insurance (UI) programs under state un ment compensation laws. Department (EDD)
State Department of WIOA title IV Sta e Vocational Rehabilitation Vocational
Rehabilitation Services
program authorized under title I of the
Rehabilitation Act of 1973 (29 U.S.C. 720 et
seq.)
Rehabilitation Yes
Yes
Temporary Assistance
for Needy Families
(TANF)
Social Service
Agency-Family SelfSufficiency
Temporary Assistance fo Needy Families
(TANF), authorized unde part A of title IV of
the Social Security Act (42 U.S.C. 601 et seq.)
Senior Aid Program
Regions II & III
SER-Jobs for
Senior Community Service Employment
Program (SCSEP), authorized und r title V of
the Older Americans Act of 1965 (42 U.S.C.
3056 et seq.)
Senior Aid Program Yes
Progress, Inc.
Job Corps
Native American
Programs
Long Beach Job Corps WIOA Title I C, Jobs Corps
United American Indian Indian and Native American Programs (Section No
No Involvement, Inc. 166)
Housing & Urban
Development
Adult Demonstration
Santa Ana Housing
Authority
Orange County
Housing & Urban Development (HUD)
Yes
No
Reentry Employment Opportunities (EO)
Sheriff’s Department programs authorized under sec. 212 of the Second Chance Act of 2007 (42 U.S.C. 17532)
and WIOA sec. 169
City Council 7 – 24 7/15/2025
EXHIBAITtta1c hAment 1
AJCC Partners Location and Map
City Council 7 – 25 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
SANTA ANA AJCC Partner Services
Service
Partner Name Entity/Program Delivery
Method Career Training Employer
1, 2, 3, 4, 6, 7, 8, 10, 11, 12, 13, 14, 15,
16, 17 Title I Adult, DW, Youth City of Santa 1, 2, 5, 7, 9 1, 8
1,2,3,4,5,6,7,8 FT, T, B, P, O
Rancho Santiag
Community College
District
Adult Education/ Literacy 2, 3, 12, 14-15, 17 B, P, O
Employment Development
Department (EDD) Wagner-Peyser 1,2, ,4,5,6,8,9 ,10,17, 1,2,3,416,7,8 FT,PT,T,A,B,P,V Veterans (Jobs for Veterans Employment Development 1,2,3,4,5,6,8,9 10,11, 1,2,3,4,6,7 FT,T,A,B,P,V State Grant) Department (EDD) 12,13,14,15 Trade Act (Trade Adjustment Employment Development Current progr m is expired Assistance) Department (EDD) Employment Development
Department (EDD) Unemployment Compensation 1,9 8 T,A,B
1, 2, 3, 4, 5, 6, 7, 8 , 11, 12, 13, 14, 15,
16, 17
DOR Eligible: 1, 1, 2, 4 DOR State Department of
Rehabilitation
PT, FT
Vocational Rehabilitation
TANF
2, 3, 4, 5, 6, 7,
8, 9,
Eligible: 3, 5,
8 Social Service AgencyFamily Self-Sufficiency
Rancho Santiago
Community College
District
Carl Perkins Career Technical
Education
Senior Aid Program
Regions II & III SER-Jobs for 1, 2, 3, 4, 8, 10, 11, 12, 13, 15, 16 Progress, Inc.
Long Beach Job Corps
1, 2, 5, 7 PT, T, B
Title V Older Americans Act
Job Corps
Native American Programs
(Section 166)
United American Indian
Involvement, Inc.
1 City Council 7 – 26 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
Housing & Urban
Development Housing Authority 1,2, 3, 4, 8, 10,13, 15,16,17 FT, B, P, O CAREER SERVICES: Basic Career Services (BCS) include self-help service services requiring minimal staff assistance and Individualized Career Services (ICS) requiring m e staff involvement generally provided to individuals unable to find employment through basic career services, and deemed to
more conce
ed of more concentrated services to obtain employment; or who are employed but deemed to be in need of ervices to obtain or retain employment that allows for self-sufficiency.
Basic Career Services
1. Eligibility Determinat his is the process of obtaining and documenting information about an individual's circumstances and comparing that info mation with the criteria set by an agency or program to decide if the individual qualifies for participation.
2. Outreach, Intake and Orientation: Outr ach activities involve the collection, publication, and dissemination of information on program services availa le and directed toward jobless, economically disadvantaged, and other individuals. Intake is the process of collecting basic
required information to determine eligibility or ine
a group setting, one-on-one, or electronically, is the
rmation, e.g., name, address, phone number, SSN, and all other y for an individual's program. Orientation, whether offered in ss of providing broad information to customers in order to acquaint them with the services, programs, staff, and other r rces at the Santa Ana Work Center, or its partner agencies.
3. Initial Assessment: For individuals new to the workforce syst , initial assessment involves the gathering of basic information about skill levels, aptitudes, abilities, barriers, and supportive service needs in order to recommend next steps and determine potential referrals to partners or community resources.
4. Job Search, Placement Assistance, and Career Counseling: Job Searc ps an individual seek, locate, apply for, and obtain a job. It may include but is not limited to: job finding skills, ori ation to the labor market, resume preparation assistance, referrals to job openings, placement services, job se rch work hops, vocational exploration, and re-employment services such as orientation, skills determination, and pre-layoff assistance. Placement Assistance is a service that helps people to identify and secure paid employment. Career Counseling is a facilitated exploration of occupational and industrial information.
5. Employment Statistics-Labor Market Information: Collect and report data about employment levels, unemployment rates, wages and earnings, employment projections, jobs, training resources and careers; (LMI)
6. Eligible Provider performance and program Cost Information: Collect and provide information on:
A. Eligible training service providers (described in WIOA Section 122) 2 City Council 7 – 27 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
B.
C.
D.
Eligible youth activity providers (described in WIOA Section 123) Eligible adult education providers (described in WIOA Title II).
Eli ostsecondary vocational educational activities and vocational educational activities available to school dropouts Carl Perkins Act (20 USC 2301).
E. Eligible v rehabilitation program activities (described in Title I of the Rehabilitation Act of 1973).
7. Local Performance tion: Collect and provide information on the local area's recent performance measure outcomes.
8. Supportive Services' Informat on: Collect and provide information on services such as transportation, child care, dependent care, housing, and needs-related payments that re necessary to enable an individual to participate in employment and training activities.
9. Unemployment Compensation: Provide informatio on filing claims for state benefit payments that protect individuals from economic insecurity whil
available in the Santa Ana Work Center.
ook for work. Claims may be filed on-line or via telephone
10. Eligibility Assistance: Provide guidance to individ als o ity for other programs and on financial aid assistance for training and education programs that are available in the local area. 1l. Follow-Up Services: Services provided to participants who are placed in unsubsidized employment, for not less than 12 months after the first day of the employment. These services assist those ind viduals to maintain employment or qualify for promotions with that employment.
Individualized Career Services
12. Comprehensive and Specialized Assessments: A closer look at the skills levels and service needs that may include:
A.
B.
Diagnostic Testing and use of other assessment tools; and In-depth interviewing and evaluation to identify employment barriers and appropriate employment goals.
13. Individual Employment Plan Development: Working with individuals to identify their employment goals, the appropriate achievement objectives, and the appropriate combination of services that will help the individual achieve those goals. 3 City Council 7 – 28 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
14. Group Counseling
15. Individual Counseling and Career Planning
16. Case Managemen : For participants who receive training services under WIOA Section 134(d)(4).
17. Short-Term tional Services: Can include development of learning skills, communication skills, interviewing skills, punctu ersonal maintenance skills, and professional conduct, to prepare individuals for unsubsidized employment or trainin
Training Services: Services offered through a prov der to help individuals upgrade their skills, earn degrees and certifications, or otherwise enhance their employability through learning and education. Types of training services include:
1. Occupational Skills Training: An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical func ions required by certain occupational fields at entry, intermediate or advanced levels.
2. On-the-Job Training (OJT): Training by an empl at is provided to a paid participant while engaged in productive work that is limited in duration, provides knowle e or skills essential to the full and adequate performance of the job, and reimburses the employer for the cos asso the trainee's wages.
ith training the OJT trainee often calculated based on a percentage of
3. Workplace and cooperative education: Programs that combine workplace training with related instruction which may include cooperative education programs
4. Training programs operated by the private sector
5. Skills upgrading and retraining: Courses that prepare persons for entrance into a new occupation through instruction in new and different skills demanded by technological changes. These courses train incumbent workers in specific skills needed by that business or industry and that lead to potential career growth and increas d wages. This includes courses that develop professional competencies that are particularly relevant to a vocational occupational goal. It must be demonstrated that the training will result in the workers' acquisition of transferable skills or an industry-recognized certification or credential.
6. Entrepreneurial training
7. Job-readiness training
4 City Council 7 – 29 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
8. Adult Education and Literacy programs: Services or instruction below the postsecondary level for individuals who are not enrolled or required to be enrolled in secondary school under state law and lack basic educational skills to enable the individuals to function effectively in society and on a job, Services include, but are not limited to, one-on-one instruction, coursework, or workshops that provide direction for the development and ability to read, write, and sp ak in English, compute, and solve problems, at levels of proficiency necessary to function in society or on the job,
9. Customized ng: Training that is designed to meet the special requirements of an employer or group of employers and that is conducted
training and for whic
mmitment by the employer to employ an individual upon successful completion of the oyer pays for a portion of the cost of training.
Employer Services: Santa Ana Work Center services offered to employers include:
1. Employer needs assessment: Evaluation of employer needs, particularly future hiring and talent needs.
2. Job posting: Receiving and filling of ob openings; searching resumes; providing access to a diverse labor pool.
3. Applicant pre-screening: Assessing candidates ng to the employer's requirements and hiring needs; referring candidates based on their knowledge, skil abilities relative to the employer requirements.
4. Recruitment assistance: Raising awareness of emp oyers openings and attracting individuals to apply for employment at a hiring organization. Specific activities may i of job applications, and hosting job fairs and mass recruitment. de posting of employer announcements, provision
5. Training assistance: Providing training resources to enable employers to upgrade employee skills, introduce workers to new technology, or to help employees transition into new po s.
6. Labor Market Information: Access to information on labor market trend , statistic , and other data related to the economy, wages, industries, etc.
7. Employer information and referral: Provision of information on topics of interest to employers such as services available in the community, local training providers, federal laws and requirements tax information, apprenticeship
8. programs, human resource practices, alien labor certification, incentive programs such as WOTC or the federal bonding program, etc.
9. Rapid Response and Layoff Aversion: Provision of services to prevent downsizing or closure, or to assist during layoff events, Strategies may include incumbent worker training to avert lay-offs, financing options, employee ownership options, placement assistance, worker assessments, establishment of transition centers, labormanagement committees, peer counseling, etc. 5 City Council 7 – 30 7/15/2025
EXHIBIT 1A
SANTA ANA AJCC Partner Services Attachment 2
Servic Delivery Codes: How will your agency provide the services indicated? Code
FT
T
T
A
Method Description
On-Site Staff Full Time
On-Site Staff Part Time
Access Via Telephone
Access Via Automated System
B Brochure/Handout
P Posting at One-Stop Center
Other
NA Not pplicable
6 City Council 7 – 31 7/15/2025
EXHIBIT 1A
Attachment 3
Santa Ana Workforce Development Board
AJCC Comprehensive Infrastructure and Other Costs Budget 2025-2026 EDD
9448.78
48.90%
Total Monthly
Rent and
Equipment
Cost
Total Annual
Rent and
Equipment Cost
Cost Category/
Line Item
Monthly
Cost
Annual
Cost
Monthly
Cost Details Property Rent
Rent
Base Rent ncl. Janit al, Maint and Utilities -
-
-
-
-
-
23,556.90 23,556.90 282,682.80
CAM Charges -
Operational Cost
Management Fee
Parking
- -
2% 471.14 471.14 5,653.68
1.7 -
-
-
-
414.60
733.56
414.60
733.56
4,975.20
Parking Overages 8,802.72
Total Rent $25,176.20 $25,176.20 $302,114.40
Utilities/Maint/Service
Telephone Services
Shared Phones
Security Guard
Dial Tone and Voice Mail
by usage percentage
523.67
24.78 6,284.07 - 523.67 6,284.04
297.40 - 24.78
2,673.14
297.36
1040 hrs x $30.18 1040 x $31 69 - 2,673.14 32,077.68
Total Utilities/Maintenance 5 $6,581.47 $2,673.14 $3,221.59 $38,659.08 Equipment
Public Computers - - - -
Resource Room Computers (21)
Computer Lab Computers (21)
1, 64.72
1,164.72
3,976.67
13, 76.66
-
-
1,164.72
1,164.72
13,976.64
13,976.64
Total Equipment $2,329.44 $ 7,953.33 $2,329.44 $27,953.28 **Tech & Access Costs
Access System/Card Key Card System -
-
-
- -
-
-
-
-
-
Data & Phone Cabling Cabling -
Information Technology Cost -
***Copiers (Annual)
Wireless Network Bridge Maintenance
Resource Room used by clients
Copy room Copier for staff only
53.17 34.19
638.04
410.28
-
-
53.17 34.19
638.04
410.28
Total Technology and Access $87.36 $1,048.32 $87.36 $1,048.32 Lease & Infrastructure Total $2,965.25 $35,583.12 $27,849.34 $30,814.59 $369,775.08 ** Technology and Access Costs are all based on percentage ***Copiers are leased equipment and are charged by percentage. Additional charge for usage will be calculated and charged -
City Council 7 – 32 7/15/2025
EXHIBIT 1A
Attachment 3-1
Applicable Career Services
Sharing Other One-Stop Delivery System Costs
The budget must include “applicable career services” as well as any other shared costs agreed upon by the AJCC partners. While only co-located partners share infrastructure costs, all One-Stop partners must share in other system costs, including applicable career services.
Required Consolidated System Budget for “Applicable Career Services” Summary of Career Services Applicable to Each AJCC Partner The MOU requires identification of the career services that are applicable to each partner program (Attachment 2). Accordingly, this budget includes each of the partner’s costs for the service delivery of each applicable career service.
Unlike infras
are not l
administrat
e cost sharing, other system costs, including “Applicable Career Services” the non-personnel costs and should include all costs related to the nd del ery of those services.
Applicable Career Services DOR
Career Services: $589,069.89
Eligibility Determination (1)
Outreach, Intake and Orientation (2)
Initial Assessment (3)
Job Search, Placement Assistance, and Career Counseling (4) Employment statistics-Labor Market formation (5)
Eligible Provider performance and
Local Performance Information (7)
Supportive Services' Information (8)
Unemployment Compensation(9)
Eligibility Assistance(10)
m Cost Information (6)
Follow-Up Services(11)
Comprehensive and Specialized Assessments(12)
Individual Employment Plan Development (13)
Group Counseling (14)
Individual Counseling and Career Planning (15)
Case Management (16)
Short-Term Prevocational Services (17)
Training $2,356,279.58
Occupational Skills Training (1)
On-the-Job Training (OJT) (2)
Workplace and cooperative education (3)
Training programs operated by the private sector (4)
Skills upgrading and retraining (5)
Entrepreneurial training (6)
Job-readiness training (7)
Adult Education and Literacy programs (8)
Customized training (9)
City Council 7 – 33 7/15/2025
EXHIBIT 1A
Attachment 3-1
Applicable Career Services
Employer Services
Employer needs assessment (1)
Job posting (2)
$0
Applicant pre-screening (3)
Recruitment assistance (4)
Training assistance (5)
Labor Market Information (6)
Employer information and referral (7)
Rapid Response and Layoff Aversion (8)
Total Care ervice Cost $2,945,349.48
City Council 7 – 34 7/15/2025
EXHIBIT 1A Attachment 4
Comprehensive Cost Allocation and Partner Contributions AJCC (Comprehensive)
Squa Footage Partner
% of Total
Square
Footage
Operational Cost
and Management Monthly Charges
Fees
Pai ed on
ng /
Monthly Property
Rent*
Monthly Rent +
and Charges
Amount : In- Contributions
Yearly Career
Services**
Partner Program CAM Charges
Kind
nt Ratio
EDD 9448 .90%
30.8 %
0.85%
$
$
$
$
$
$
$
$
23,556.90 $ 885.74 $
$
$
$
$
$
$
$
6,371.95
5,147.23
118.42
199.29
172.39
236.87
475.14
132.74
$ 30,814.59
21,370.47
540.58
$
$
$
$
$
$
$
$
2,542,122.41
1,947,477.00
2,945,349.48
1,235,907.20
202,860.00
12,397.50
-
Santa Ana WORK Center (City of Santa Ana)
Department of Rehabilitation
Social Services Agency-Family Self-Sufficiency
Santa Ana Housing Authority
5955.50
163.78
868.97
491.33
236.56
1737.52
327.56
14,847.73
408.32
2 166.45
1,224.95
816.
$ 1,375.51 $ - $
$
$
$
$
$
$
$ -
$ 13.84 $ -
4 0% 2,365.74
1,438.87
1,081.19
4,953.84
977.06
2.54%
1.70%
8.99%
1.70%
$
$
41.53 27.68
146.86
68 SER Jobs for Progress
Rent Stabilization Division 4 331.8
Santa Ana Public Library 816.6 -
Community Action Partnership of OC
Rancho Santiago Community College District
Job Corps
United American Indian Involvement, Inc.
Total Rentable Space 19230.00 100.00% $ 48,169.47 $ 1,633.10 $ 885.74 $ 12,854.03 $ 63,542.34 $ - $ 8,873,716.09 Revised 6/10/25 6:23:46 AM
City Council 7 – 35 7/15/2025
EXHIBIT 1A
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EXHIBIT 1A
City Council 7 – 47 7/15/2025
EXHIBIT 1B
Memorandum of Understanding
For
Santa Ana Workforce Development Board and the
Community Action Partnership of Orange County
Long Beach Job orps
Rancho Santiago Community College District/
Santa Ana College
United American Indian Involvement
City Council 7 – 48 7/15/2025
EXHIBIT 1B
MEMORANDUM OF UNDERSTANDING
1) LEGAL AUTHORITY
The Workforce Innovation and Opportunity Act (“WIOA”) sec. 121(c)(1) requires that each Local W rce Development Area develop and enter into a Memorandum of Understanding ( with each America’s Job Center of California (“AJCC”) Partner, consistent with WIOA c)(2). This requirement is further described in the WIOA; Joint Rule for Unified and ined State Plans, Performance Accountability, and the AJCC System Joint Provisions: Final at 20 .500, 34 CFR 361.500, and 34 CFR 463.500, and in Federal guidance. 2) AJ
The parties to this MO are the City of Santa Ana, the Santa Ana Workforce Development Board (“SAWDB”), and t e Community Action Partnership of Orange County, a non-collocated onestop AJCC Partner. 3) PURPOSE
The purpose of the MOU is c nsistent with the provisions of WIOA sec. 121(c)(1), to establish a cooperative working relationsh p between th
Orange County, the non-collocated AJC
responsibilities concerning the operation f the
WDB and Community Action Partnership of
and to define their respective roles and
it relates to shared services and customers.
It serves to establish the framework for provid ng services to employers, employees, job seekers and others needing workforce services. It als serves
established service delivery through the sharin of re
that this MOU does not constitute a binding financ al com blish a framework to support the
costs. It is expressly understood
nt, but rather an intent to commit
specific resources in the future as the parties’ allocations and budget are known and the America’s Job Center of California system evolves.
4) DURATION
The term of this MOU shall commence July 1, 2025 and terminate June 28. This MOU will remain in effect until the termination date, unless one of the conditions in s ion 28 occurs. 5) MODIFICATIONS AND REVISIONS
This MOU and its Attachments 1, 2, 3, and 4, constitute the entire agreement between the pa ties, and no oral understanding not incorporated herein shall be binding on any of the parties he eto.
This MOU may be modified, altered, or revised, as necessary, by mutual consent of the arties, by the issuance of a written amendment, signed and dated by the parties, which may require pproval by the governing body of each Party. Assignment of responsibilities under this MOU by a y of the parties shall require prior written notice and preapproval of all parties. Any assignee shall also commit in writing to the terms of this MOU.
2 City Council 7 – 49 7/15/2025
EXHIBIT 1B
6) SANTA ANA WORKFORCE DEVELOPMENT STRATEGIES
Santa Ana’s vision rests on integrating current and future resources through its SAWDB Partners.
Integration suggests more than partnering or assembling multiple funding sources. It means making certain that all elements of the workforce support system work together to create inviting and seamless services wherever a client enters the system. Santa Ana’s vision is sensitive to the needs of its unique demographics. The SAWDB’s overall strategies include:
entifying regional industry clusters (e.g., manufacturing cluster, medical cluster, etc.) to ate new jobs in which Santa Ana’s workforce can participate; Expanding small business development support as a creator of new jobs and method for g ocal tax base;
c) ta Ana’s current and future workforce through classroom pre-training and ities, plus on-the-job training and workforce skill enhancement activities; d) Offering caree pathw y programs for both unemployed and employed adults and youth; e) Increasing ccess o jobs for disconnected and underserved populations, especially youth; f) Organizing, i egrating and su porting social and other services through the SAWDB’s network of par nerships, vo untee organizations, and established institutional resources; and,
g) Assuring funding from all publi , privat and other sources in support of its programs. 7) ONE-STOP SYSTEM & SERVICE
A. LOCATION
The AJCC is currently located in Santa Ana a f
American Job Center (Comprehensive AJCC)
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
(714) 565-2600
Open to the Public: Monday – Friday 8:00 am-5:00 pm
The AJCC is currently located at the Santa Ana WORK Center (“SAWC”) as de cr bed in the Location of AJCC and all Partners, attached herein as Attachment 1 and ncorporated herein by reference. Santa Ana ranks as the fourth densest city in the entire ation. SAWC through its central location in downtown Santa Ana, shall provide and/or coordinate IOA services to individuals, providing them with the necessary skills to participate in uil ing a world-class workforce in Santa Ana. The SAWC offers the community a ariety o informational, employment and training services based on individual needs. Tho e needs are met by the combined efforts of the SAWC Partners as described by the Santa Ana AJCC Partner Services, included herein as Attachment 2 and incorporated herein by reference.
B. SERVICES PROVIDED AT THE SANTA ANA WORK CENTER
Services and referrals provided at the SAWC by AJCC Partners may include, but are not limited to, the following:
3 City Council 7 – 50 7/15/2025
EXHIBIT 1B
1. Basic Career Services:
a. Eligibility determination;
b. Outreach, intake, and orientation to information and services; c. Initial assessment of skill levels, including: literacy, numeracy, and English proficiency; and, aptitudes, abilities, and support service needs; d. Labor exchange services, including:
i. Job vacancy listings in labor market areas;
ii. Information on job skills needed to obtain the vacant jobs; and, iii. Information relating to in-demand occupations, including earnings and opportunities for advancement;
ion of performance and program cost information on the Eligible Training er List (“ETPL”) eligible programs by program and type of provider ision o information in acceptable formats and languages that identify actual erform nce against performance accountability measures
g. Provi ion of nformation related to support services
h. Pr vision f information and assistance in filing Unemployment Insurance claims; and,
i. Assista ce in establi hing eligibility for programs of financial aid assistance for training and educ i n programs not funded through WIOA.
2. Individualized Caree Services:
a. Comprehensive and speciali
including: Diagnostic testi g;
ssment of skill levels and service needs
assessment tools;
b. In-depth interview and evaluatio etermine barriers and goals; c. Development of Individual Emp oyment P (IEP) to identify goals, objectives, and services;
d. Group counseling;
e. Individual counseling;
f. Career planning;
g. Short-term pre-vocational services, including development of learning skills; communication skills; and, other soft skills t prepare individuals for employment or training;
h. Workforce preparation activities, including: basic acade skills necessary for successful transition into postsecondar employment;
d, obtaining other
ucation, raining or
i. Financial literacy services; and,
j. Out-of-area job search assistance and relocation assistance.
3. Training Services:
a. Occupational skills training;
b. On-the-Job training;
c. Incumbent worker training;
d. Programs that combine workplace training with related instruction, which may include cooperative education programs;
e. Training programs operated by the private sector;
f. Skill upgrading and retraining;
g. Entrepreneurial training programs;
h. Transitional jobs;
i. Job readiness training provided in combination with any of the aforementioned training Services;
4 City Council 7 – 51 7/15/2025
EXHIBIT 1B
j. Adult education and literacy activities, including: activities of English language acquisition; and, integrated education and training programs provided concurrently or in combination with any of the aforementioned training services; k. Customized training;
l. Internships and work experiences that are linked to careers; and, m. English language acquisition and integrated education and training program. mployer Services:
a. Recruitment and other business services on behalf of employers. . SY
1. TRUCTURE
STOP OPERATOR PROCUREMENT
The WDB w ll procure the AJCC Operator through a competitive process in accordance with the Un form uidance Cost Principles contained in the Uniform Administrative Requirem nts, C t Principles, and Audit Requirements for Federal Awards at 2 CFR part 200 (Uniform Guidance), inc uding the Office of Management and Budget’s (OMB) approved exce tions for the U.S. Department of Labor at 2 CFR part 2900, WIOA and its implementing reg lations and local rocurement laws and regulations. All documentation for the competitive A CC op rator procurement will be available for public inspection.
The State requires that he AJCC opera
later than every four years
s re-competed at least every three years and no
2. ROLES AND RESPONSIBILITIES F ARTIES
a. Provision of Applicable Career Service and P in Planning and Development:
The parties to this MOU will work closely together to ens re that the AJCC is a highperforming work place with staff that ensure quality of ervice. The AJCC Partner has indicated they shall provide an array of applicable care r services to clients as set forth in the Santa Ana AJCC Partner Services. The AJCC artner agrees to the responsibilities required of all Partners under WIOA Section 121(b). I addition, th participate in joint planning, plan development, and modification the following:
CC Partners will
ties to accomplish
i. Continuous partnership building;
ii. Continuous planning in response to state and federal requirements; and, iii. Responsiveness to local and economic conditions, including employ r needs.
Parties agree to the co-enrollment of mutual customers in case management to bet er leverage the resources available for the benefit of the participant and enhance successful outcomes and participate in the operation of the one-stop system consistent with th terms of the MOU and requirements of authorized laws. Both parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or behavior that requires police intervention.
Parties agree to collaborate and reasonably assist each other in the development of necessary service delivery protocols for the services outlined in this MOU.
Parties agree that the provisions contained herein are made subject to all applicable federal 5 City Council 7 – 52 7/15/2025
EXHIBIT 1B
and state laws, implementing regulations, and guidelines imposed on either or all the parties relating to privacy rights of customers, maintenance of records, and other confidential information relating to customers.
Parties agree that all equipment and furniture purchased by any party for purposes described herein shall remain the property of the purchaser after the termination of this MOU.
Parties shall comply with:
i. Section 188 of the WIOA Nondiscrimination and Equal Opportunity Regulations (29 Part 38; Final Rule, published December 2, 2016);
nd VII of the Civil Rights Act of 1964 (Public Law 88-352), as amended; iii. on 504 of the Rehabilitation Act of 1973, as amended; iv. The America s with Disabilities Act of 1990, as amended; v. The Jobs or Veterans A t (Public Law 107-288) pertaining to priority of service in programs fu ded by t U.S. Department of Labor;
vi. Training and Emp oyment Guidanc etter (TEGL) 37-14, Update on Complying with Nondiscrimination R quirement
Expression and Sex Stereoty ing
Workforce Development System a
sec. 188;
imination Based on Gender Identity, Gender
ibited Forms of Sex Discrimination in the
er guidance related to implementing WIOA
vii. The Non-traditional Employment for Wome
viii. The Age Discrimination Act of 1967, as amended;
ix. The Age Discrimination Act of 1975, as amend ;
1991;
x. Title IX of the Education Amendments of 1972, as amende xi. The Family Educational Rights and Privacy Act (FERPA) (2 U.S.C. § 1 32g; 34 CFR part 99);
xii. Title IX of the Education Amendments of 1972, as amended; xiii. Confidentiality requirements governing the protection and use of personal informati n held by the VR agency (34 CFR 361.38);
xiv. The confidentiality requirements governing the use of confidential information held by the State UI agency (20 CFR part 603); and,
xv. All amendments to each, and all requirements imposed by the regulations issued pursuant to these acts.
6 City Council 7 – 53 7/15/2025
EXHIBIT 1B
The Parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or activity that requires policy intervention.
8) AJCC PARTNER RESPONSIBILITIES
Par
t
commits staff, as appropriate, and to providing other professional learning opportunities ote continuous quality improvement. Partner will further promote system integration to um extent feasible through:
Effe ommunication, information sharing, and collaboration with the AJCC operator; b. , policy development, and system design processes;
c. Co ent to he joint mission, vision, goals, strategies, and performance measures; d. The desig and se of common intake, assessment, referral, and case management processes;
e. The use of common and/o inked d ta management systems and data sharing methods, as appropriate;
f. Leveraging of resources including
services;
public agency and non-profit organization
g. Participation in a continuous improv ment pro
increase customer satisfaction; and
designed to boost outcomes and
h. Participation in regularly scheduled Partner meeting o exc ange information in support of the above and encourage program and staff integration.
Partner shall provide applicable career services to clients as et forth in the Santa Ana AJCC Partner Services.
9) REFERRALS
The primary principle of the referral system is to provide integrated and seamless elive y of services to workers, job seekers, and employers. In order to facilitate such a system, Partners will ensure and agree to:
a. Familiarize themselves with the basic eligibility and participation requirements, s wel as with the available services and benefits offered, for each of the Partners’ programs represented in the AJCC network;
b. Develop materials summarizing their program requirements and making them available for Partners and customers;
c. Develop and utilize common intake, eligibility determination, assessment, and registration forms, as appropriate;
7 City Council 7 – 54 7/15/2025
EXHIBIT 1B
d. Provide substantive referrals to customers who are eligible for supplemental and complementary services and benefits under Partner programs; e. Regularly evaluate ways to improve the referral process, including the use of customer satisfaction surveys;
mmit to robust and ongoing communication required for an effective referral process; Commit to actively follow up on the results of referrals and assuring that Partner resources are veraged at an optimal level;
h. take and referral processes are customer-centered with the intent to provide custo er service;
i. Ensure that genera information regarding AJCC programs, services, activities, and resources hall b made available to all customers as appropriate; j. Ensure that ref rrals will be made via email or other electronic means; k. Ensure that referrals w ll include a direct link or access to other AJCC Partner staff that can provide meaningful nformation or
technology (two-way communicatio
services needed by the customer) and,
ice, through the use of co-location, or real-time
eraction with AJCC Partners that results in
l. Ensure that the referral process will i clude sp
desired outcome and a method for co muni
service need was addressed.
staff name, the activity required,
to the referring agency that the
10) AJCC OPERATING BUDGET
The purpose of this section is to establish funds and servic s that contribute to the local AJCC.
The parties consider this AJCC operating budget necessary o maintain standard AJCC. It includes the following cost categories, as requ implementing regulations:
SAWDB’s highy WIOA and its
a. SAWC Infrastructure costs;
b. Career services; and
c. Shared services.
11) INFRASTRUCTURE FUNDING
The AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget, included as part of Attachment 4 (Comprehensive Cost Allocation and Partner Contributions), is an integral component of the overall AJCC operating budget. The other component of the is the Applicable Career Services, attached herein as Attachment 3 and incorporated herein by reference, which includes the shared operating costs and shared services. The overall AJCC operating budget includes the Comprehensive Cost Allocation and Partner Contributions, attached herein as Attachment 4 and incorporated herein by reference.
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EXHIBIT 1B
12) AJCC DELIVERY SYSTEM COSTS
It is expressly understood that this MOU does not constitute a binding financial commitment, but rather an intent to commit specific resources in the future as the parties’ allocations and budgets are known and the America’s Job Center of California system evolves. For those partners that will req a cost sharing agreement, cost will be based on proportionate use and agreed upon ogy as applicable. AJCC partners with shared costs will be reviewed yearly and may be s needed by any partner as long as it is identified as a revision, and it is signed and dated applicable parties.
As requ
applica
Partners
Contributio
18-12, the amount of funds that the AJCC Partner has budgeted to expend on vices and other shared services, which cumulatively with the other AJCC amounts shall form the Comprehensive Cost Allocation and Partner a. Career Services Applicable to the AJCC Partner
The AJCC Part er shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services. The agreed upon Applicable Career Services Budget is set forth in Attachme t 3 att c ed heret and incorporated herein by reference. This budget consists of the AJCC artner’ costs for the service delivery of each applicable career service they indicated in the Santa Ana C Partner Services. b. Required Consolidated Budget f r th y of “Applicable Career Services” The other system costs budget must be a o lidated budget for applicable career services.
This budget must include each of the Partner’s
applicable career service and a consolid ed sy
more than one Partner as indicated in the Com
Contributions.
s for the service delivery of each
t for career services applicable to
ve Cost Allocation and Partner
AJCC Partners understand that while only collocated Partner share infrastructure costs, at this time, all non-collocated AJCC Partners must share in other ystem costs through non-cash (inkind) contributions as set forth herein. 13) DATA SHARING
City/SAWDB is required to maintain policies and procedures for safegua ding PII. Workforce Services Directive 16-23 from the Employment Development Department and he Californ a Workforce Development Board, mandates the use of one integrated data system Accordingl , all Title I Workforce Innovation and Opportunity Act (WIOA) recipients and sub-recipient are required to be direct entry into CalJOBS.”
Parties further agree that the collection, use, and disclosure of customers’ personally identi iable information (PII) is subject to various requirements set forth in Federal and State privacy laws.
Partners acknowledge that the execution of this MOU, by itself, does not function to satisfy all of these requirements.
All data, including customer PII, collected, used, and disclosed by Partners will be subject to the following:
9 City Council 7 – 56 7/15/2025
EXHIBIT 1B
a. Customer PII will be properly secured in accordance with the SAWDB’s policies and procedures regarding the safeguarding of PII;
b. The collection, use, and disclosure of customer education records, and the PII contained therein, as defined under FERPA, shall comply with FERPA and applicable State privacy laws;
l confidential data contained in Unemployment Insurance wage records must be otected in accordance with the requirements set forth in 20 CFR part 603; All l information contained in Vocational Rehabilitation records must be protected with the requirements set forth in 34 CFR 361.38;
e. ta ma be shared with other programs, for those programs’ purposes, within the C network only after the informed written consent of the individual has been obtained, wh re req red;
f. Customer data will be kept confidential, consistent with Federal and State privacy laws and regulations; an ,
g. All data exchange acti ity wil be conducted in machine readable format, such as HTML or PDF, for example, an in compliance h Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. § 794 (d)).
14) CONFIDENTIALITY
There are strict confidentiality requirements u der S
agree to abide by all applicable Federal, State and
deral laws. All parties expressly
aws and regulations regarding
confidential information, including PII from educational records, su h as but not limited to 20 CFR Part 603, 45 CFR Section 205.50, 20 USC 1232g and 34 CFR pa 99, and 34 CFR 361.38, as well as any applicable State and local laws and regulations.
Each party will ensure that the collection and use of any inf rmation, sy contain PII and other personal or confidential information will be limite , or records that
poses that support
the programs and activities described in this MOU and will comply with ap cable law Each party will ensure that access to software systems and files under its ontrol that contai PII or other personal or confidential information will be limited to authorized staff me bers who a e assigned responsibilities in support of the services and activities described herein and will co ply with applicable law. Each party expressly agrees to take measures to ensure that no PII r ther personal or confidential information is accessible by unauthorized individuals.
To the extent that confidential, private, or otherwise protected information needs to be shared amongst the parties for the parties’ performance of their obligations under this MOU, and to the extent that such sharing is permitted by applicable law, the appropriate data sharing agreements will be created and required confidentiality and ethical certifications will be signed by authorized individuals. With respect to confidential unemployment insurance information, any such data sharing must comply with all of the requirements in 20 CFR Part 603, including but not limited to requirements for an agreement consistent with 20 CFR 603.10, payments of costs, and permissible disclosures.
10 City Council 7 – 57 7/15/2025
EXHIBIT 1B
With respect to the use and disclosure of FERPA-protected customer education records and the PII contained therein, any such data sharing agreement must comply with all of the requirements set forth in 20 U.S.C. § 1232g and 34 CFR Part 99.
With respect to the use and disclosure of personal information contained in VR records, any such data sharing agreement must comply with all of the requirements set forth in 34 CFR 361.38.
S RELEASES AND COMMUNICATIONS
rties shall be consulted and notified prior to communicating with the press, television, radio y oth
each pa
f media regarding its duties or performance under this MOU. Participation of edia presentations will be determined by each party's public relations policies.
The par
on building
utiliz the AJCC logo developed by the State of California and the SAWDB ntified or AJCC usage when applicable.
16) ACCESSIBI ITY
Accessibility to the ser ices provide by t e AJCCs and all Partner agencies is essential to meeting the requirements and goa s of the local AJCC network. Job seekers and businesses must be able to access all information relevan to them via visits to physical locations as well as in virtual spaces, regardless of gender, age, race, eligion, nation rigin, disability, veteran’s status, or on the basis of any other classification protect d under s eral law. 17) NON-DISCRIMINATION AND EQUAL OPPOR ITY
All parties to this MOU certify that they prohibit, and w inue to prohibit, discrimination, and they certify that no person, otherwise qualified, is denied employment, services, or other benefits on the basis of: (i) political or religious opinion or ffiliation, marital status, sexual orientation, gender, gender identification and/or expression, r ce, color, creed, or national origin; (ii) sex or age, except when age or sex constitutes a bona f e occupational qualification; or (iii) the physical or mental disability of a qualified individual with disability. 18) GRIEVANCES AND COMPLAINTS PROCEDURE
City is required to maintain a procedure for grievance and complaints per he WIOA. The AJCC Partner agrees to establish and maintain a procedure for grievance and complaints as outlined n WIOA. The process for handling grievances and complaints is applicable t customers and Partners. These procedures will allow the customer or entity filing the complaint to exhau t every administrative level in receiving a fair and complete hearing and resolution of their grie ance. T e Partner further agrees to communicate openly and directly to resolve any problems or disputes related to the provision of services in a cooperative manner and at the lowest level of interv ntion possible. All Partners agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or involves police authorities.
11 City Council 7 – 58 7/15/2025
EXHIBIT 1B
19) AMERICAN’S WITH DISABILITIES ACT AND AMENDMENTS COMPLIANCE The AJCC Partner agrees to ensure that the policies and procedures as well as the programs and services provided at the AJCC are in compliance with the Americans with Disabilities Act (“ADA”) and its amendments. Additionally, the SAWDB and the AJCC Partners will ensure that policies and procedures established by the SAWDB and the AJCC Partners are in compliance with the ADA.
D HARMLESS/INDEMNIFICATION/LIABILITY
ordance with provisions of Section 895.4 of the California Government Code, each signatory y agr
from an
any ne
indemni
California
demnify, defend and hold harmless all other signatories identified in this MOU and all claims, demands, damages and costs arising out of or resulting from omissions which arise from the performance of the obligations by such pursu nt to this MOU. In addition, except for Departments of the State of h canno provide for indemnification of court costs and attorney’s fees under the indemnification poli y of th State of California, all signatories to this MOU agree to indemnify, defend and hold armles each other from and against all court costs and attorney’s fees arising out of or resulting fro any negligent acts or omissions which arise from the performance of the obligations by such in emnifying p rty p rsuant to this MOU. It is understood and agreed that all indemnity provided herei shall u vive the ermination of this MOU. 21) SEVERABILITY
If any part of this MOU is found to be nu l and
shall remain in force.
is otherwise stricken, the rest of this MOU
22) DRUG AND ALCOHOL-FREE WORKPLAC
All parties to this MOU certify they will comply with the Drug-Free Workplace Act of 1988, 41 U.S.C. 702 et seq., and 2 CFR part 182 which require that all or anizations receiving grants from any Federal agency maintain a drug-free workplace. The recip ent must notify the awarding office if an employee of the recipient is convicted of violating a cr minal drug statute. Failure to comply with these requirements may be cause for suspension or debarment unde adopted by the U.S. Department of Education at 2 CFR 3485, and the U regulations at 29 CFR part 94.
FR part 180, as
partment of Labor
23) CERTIFICATION REGARDING LOBBYING
All parties shall comply with the Byrd Anti-Lobbying Amendment (31 U.S.C. ection1352 , 29 C.F.R. Part 93, and 34 CFR part 82, as well as the requirements in the Uniform Guidance at 2 CFR 200.450. The parties shall not lobby federal entities using federal funds and will disclose lobbying activities as required by law and regulations.
24) DEBARMENT AND SUSPENSION
All parties shall comply with the debarment and suspension requirements (E.0.12549 and12689) and 2 CFR part 180 and as adopted by the U.S. Department of Labor at 29 CFR part 2998 and by the U.S. Department of Education at 2 CFR 3485.
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EXHIBIT 1B
25) PRIORITY OF SERVICE
All parties certify that they will adhere to all statutes, regulations, policies, and plans regarding priority of service, including, but not limited to, priority of service for veterans and their eligible spouses, and priority of service for the WIOA title I Adult program, as required by 38 U.S.C. sec. 4215 and its implementing regulations and guidance, and WIOA sec. 134(c)(3)(E) and its implementing regulations and guidance. Partners will target recruitment of special populations that rec a focus for services under WIOA, such as individuals with disabilities, low-income s, basic skills deficient youth, and English language learners, as applicable.
UY AMERICAN PROVISION
Each pa
Peyser
8303 of
ves funds made available under title I or II of WIOA or under the Wagner- . Section 49, et. seq.) certifies that it will comply with Sections 8301 through e Uni ed States Code (commonly known as the “Buy American Act.”) and as referenced i IOA S ction 502 and 20 CFR 683.200(f).
27) SALARY COMPENSATION AND BONUS LIMITATIONS
Each party certifies t at, when op rating grants funded by the U.S. Department of Labor, it complies with TEGL 05- 6, Imp ementing he Salary and Bonus Limitations in Public Law 109- 234, TEGL 15-22, Public Law 114-1 3 (Division H, title I, Section 105) and 114-223, and WIOA section 194(15)(A), restricting he use of feder rant funds for compensation and bonuses of an individual, whether charged to eit er direct
Personnel Management Executive Level I.
t, at a rate in excess of the Federal Office of
28) TERMINATION
This MOU will remain in effect until the end date pecifi ction 4 above, unless:
a. Federal oversight agencies charged with the administ ation of WIOA are unable to appropriate funds or if funds are not otherwise made available for continued performance for any fiscal period of this MOU succeeding the fi st fiscal period. Any party unable to perform pursuant to MOU due to lack of funding shall notify the ot the party has knowledge that funds may be unavailable for the under this MOU;
arties as soon as
ation of activities
b. WIOA is repealed or superseded by subsequent federal law; c. Local area designation is changed under WIOA; and,
d. A party breaches any provision of this MOU and such breach is not cured wi hin thirty (3 ) days after receiving written notice from the SAWDB Chair (or designee specifying uch breach in reasonable detail. In such event, the non-breaching party(s) shall have t e ight to terminate this MOU by giving written notice thereof to the party in breach, u on whi h termination will go into effect immediately.
In the event of termination, the parties to the MOU must convene within thirty (30) calendar days after the breach of the MOU to discuss the formation of the successor MOU. At that time, allocated costs must be addressed.
This MOU is of no force or effect until signed by authorized representatives of the participating parties, and approved by the Chief Local Elected Official or his/her designee. The MOU, once signed, becomes part of the local WIOA Plan. Any party may withdraw from this MOU by giving written notice of intent to withdraw at least thirty (30) calendar days in advance of the effective 13 City Council 7 – 60 7/15/2025
EXHIBIT 1B
withdrawal date. If agreed to by all parties, the timeframes for notice may be reduced or extended.
Notice of withdrawal shall be given to the SAWDB at the address listed in the signed attachments of this MOU, and to the contact person so listed, considering any information updates received by the parties, a courtesy notification shall be made to all parties of this MOU in a timely manner. 29) NOTICES
s, requests, claims, correspondence, reports, statements authorized or required by this t, and/or other communications shall be addressed as follows:
f Sa City of Santa Ana
Administration Services
801 W. Civic Center Dr., Suite 200
San a Ana, CA 92701
NON-COLLOCATED
PARTNER: C mmunity Action Partnership of Orange County
1870 Monarch Street
Garden Grov , CA 92841
30) INSURANCE
The AJCC Partners agree that t eir current in f
shall apply to their operations performed
including commercial general liability, usin
insurance or self-insurance coverage programs
e Workforce Innovation Opportunity Act,
nal property, workers’ compensation and
employee dishonesty/crime coverages. The C ty f Santa Ana shall be named as additional insured, by endorsement, to the commercial eneral l
insurance policies and the coverage shall be pr mary a
ty and employee dishonesty/crime
tributory with regard to the City.
31) AUTHORITY AND SIGNATURES
The individuals signing this MOU and its attachments, which a e incorporated herein by reference, have the authority to commit the party they represent to the rms of this MOU, and do so commit by signing.
ATTACHMENTS
Attachment 1: AJCC Partners Location and Map
Attachment 2: Santa Ana AJCC Partner Services
Attachment 3: Applicable Career Services
Attachment 4: Comprehensive Cost Allocation and Partner Contributions 14 City Council 7 – 61 7/15/2025
EXHIBIT 1B
City Council 7 – 62 7/15/2025
EXHAItBtaIcThm1eBnt 1
AJCC Partners Location and Map
Partner Program Partner
Organization
City of Santa Ana
Authorization/Category Physically
Co-Located
Title I Adult, Dislocated
Workers and Youth
programs
WIOA Title I Adult, Dislocated Workers, Youth
Programs Yes
Rancho Santiago
Community College
District
WIOA title II Adult Education and Family
Literacy Act (AEFLA) program
Career and technical education (CTE)
programs at the postsecondary level,
authorized under the Carl D. Perkins Career
and Technical Education Act of 2006 (20 U.S.C.
2301 et seq.)
Adult Education/
Literacy and Carl Perkins
Career Technical
Education
No
Employment
Development
Department (EDD)
WIOA title III Wagner-Peyser Employment
Services, authorized under the Wagner-Peyser
Act (29 U.S.C. 49 et seq.), also providing the
state’s public labor exchange.
Wagner-Peyser
Yes
Employment
Development
Department (EDD)
Employment
Development
Department (EDD)
Employment
Development
Jobs for Veterans State Grants (JVSG),
authorized under chapter 41 of title 38, U.S.C. Veterans Trade Act
Yes
Yes
No
Trade Adjustment Assistance (TAA),
authorized under chapter 2 of title II of the
Trade Act of 1974 (19 U.S.C. 2271et seq.)
Unemployment
Insurance (UI) Unemployment Insurance (UI) programs under state unemployment compensation laws. Department (EDD)
State Department of WIOA title IV State Vocational Rehabilitation Vocational
Rehabilitation Services
program authorized under title I of the
Rehabilitation Act of 1973 (29 U.S.C. 720 et
seq.)
Rehabilitation Yes
Yes
Temporary Assistance
for Needy Families
(TANF)
Social Service
Agency-Family SelfSufficiency
Temporary Assistance for Needy Families
(TANF), authorized under part A of title IV of
the Social Security Act (42 U.S.C. 601 et seq.)
Senior Aid Program
Regions II & III
SER-Jobs for
Senior Community Service Employment
Program (SCSEP), authorized under title V of
the Older Americans Act of 1965 (42 U.S.C.
3056 et seq.)
Senior Aid Program Yes
Progress, Inc.
Job Corps
Native American
Programs
Long Beach Job Corps WIOA Title I C, Jobs Corps
United American Indian Indian and Native American Programs (Section No
No Involvement, Inc. 166)
Housing & Urban
Development
Adult Demonstration
Santa Ana Housing
Authority
Orange County
Housing & Urban Development (HUD)
Yes
No
Reentry Employment Opportunities (EO)
Sheriff’s Department programs authorized under sec. 212 of the Second Chance Act of 2007 (42 U.S.C. 17532)
and WIOA sec. 169
City Council 7 – 63 7/15/2025
EXHAItBtaIcThm1eBnt 1
AJCC Partners Location and Map
City Council 7 – 64 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
SANTA ANA AJCC Partner Services
Service
Delivery
Method
Partner Name Entity/Program
Career Training Employer
Title I Adult, DW, Youth City of Santa Ana
Rancho Santiago Adult Education/ Literacy
Wagner-Peyser
Community College District
Employment Development
Department (EDD)
Veterans (Jobs for Veterans Employment Development
State Grant) Department (EDD)
Trade Act (Trade Adjustment Employment Development
Assistance) Department (EDD)
Employment Development
Department (EDD) Unemployment Compensation
State Department of
Rehabilitation
Social Service AgencyFamily Self-Sufficiency
Rancho Santiago
Community College District
Senior Aid Program
Regions II & III SER-Jobs for
Progress, Inc.
Vocational Rehabilitation
TANF
Carl Perkins Career Technical
Education
Title V Older Americans Act
Job Corps Long Beach Job Corps
Native American Programs
(Section 166)
United American Indian
Involvement, Inc.
Housing & Urban
Development Housing Authority
1 City Council 7 – 65 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
CAREER SERVICES: Basic Career Services (BCS) include self-help service services requiring minimal staff assistance and Individualized Career Services (ICS) requiring more staff involvement generally provided to individuals unable to find employment through basic career services, and deemed to be in need of more concentrated services to obtain employment; or who are employed but deemed to be in need of more concentrated services to obtain or retain employment that allows for self-sufficiency.
Basic Career Services
1. Eligibility Determination: This is the process of obtaining and documenting information about an individual's circumstances and comparing that information with the criteria set by an agency or program to decide if the individual qualifies for participation.
2. Outreach, Intake and Orientation: Outreach activities involve the collection, publication, and dissemination of information on program services available and directed toward jobless, economically disadvantaged, and other individuals. Intake is the process of collecting basic information, e.g., name, address, phone number, SSN, and all other required information to determine eligibility or ineligibility for an individual's program. Orientation, whether offered in a group setting, one-on-one, or electronically, is the process of providing broad information to customers in order to acquaint them with the services, programs, staff, and other resources at the Santa Ana Work Center, or its partner agencies.
3. Initial Assessment: For individuals new to the workforce system, initial assessment involves the gathering of basic information about skill levels, aptitudes, abilities, barriers, and supportive service needs in order to recommend next steps and determine potential referrals to partners or community resources.
4. Job Search, Placement Assistance, and Career Counseling: Job Search helps an individual seek, locate, apply for, and obtain a job. It may include but is not limited to: job finding skills, orientation to the labor market, resume preparation assistance, referrals to job openings, placement services, job search workshops, vocational exploration, and re-employment services such as orientation, skills determination, and pre-layoff assistance. Placement Assistance is a service that helps people to identify and secure paid employment. Career Counseling is a facilitated exploration of occupational and industrial information.
5. Employment Statistics-Labor Market Information: Collect and report data about employment levels, unemployment rates, wages and earnings, employment projections, jobs, training resources and careers; (LMI)
6. Eligible Provider performance and program Cost Information: Collect and provide information on:
A.
B.
C.
Eligible training service providers (described in WIOA Section 122) Eligible youth activity providers (described in WIOA Section 123) Eligible adult education providers (described in WIOA Title II). 2 City Council 7 – 66 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
D.
E.
Eligible postsecondary vocational educational activities and vocational educational activities available to school dropouts under the Carl Perkins Act (20 USC 2301).
Eligible vocational rehabilitation program activities (described in Title I of the Rehabilitation Act of 1973).
7. Local Performance Information: Collect and provide information on the local area's recent performance measure outcomes.
8. Supportive Services' Information: Collect and provide information on services such as transportation, child care, dependent care, housing, and needs-related payments that are necessary to enable an individual to participate in employment and training activities.
9. Unemployment Compensation: Collect and provide information on filing claims for state benefit payments that protect individuals from economic insecurity while they look for work. Claims may be filed on-line or via telephone available in the Santa Ana Work Center.
10. Eligibility Assistance: Provide guidance to individuals on eligibility for other programs and on financial aid assistance for training and education programs that are available in the local area. 1l. Follow-Up Services: Services provided to participants who are placed in unsubsidized employment, for not less than 12 months after the first day of the employment. These services assist those individuals to maintain employment or qualify for promotions with that employment.
Individualized Career Services
12. Comprehensive and Specialized Assessments: A closer look at the skills levels and service needs that may include:
A.
B.
Diagnostic Testing and use of other assessment tools; and In-depth interviewing and evaluation to identify employment barriers and appropriate employment goals.
13. Individual Employment Plan Development: Working with individuals to identify their employment goals, the appropriate achievement objectives, and the appropriate combination of services that will help the individual achieve those goals.
14. Group Counseling
15. Individual Counseling and Career Planning
3 City Council 7 – 67 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
16. Case Management: For participants who receive training services under WIOA Section 134(d)(4).
17. Short-Term Prevocational Services: Can include development of learning skills, communication skills, interviewing skills, punctuality, personal maintenance skills, and professional conduct, to prepare individuals for unsubsidized employment or training.
Training Services: Services offered through a training provider to help individuals upgrade their skills, earn degrees and certifications, or otherwise enhance their employability through learning and education. Types of training services include:
1. Occupational Skills Training: An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry, intermediate or advanced levels.
2. On-the-Job Training (OJT): Training by an employer that is provided to a paid participant while engaged in productive work that is limited in duration, provides knowledge or skills essential to the full and adequate performance of the job, and reimburses the employer for the costs associated with training the OJT trainee often calculated based on a percentage of the trainee's wages.
3. Workplace and cooperative education: Programs that combine workplace training with related instruction which may include cooperative education programs
4. Training programs operated by the private sector
5. Skills upgrading and retraining: Courses that prepare persons for entrance into a new occupation through instruction in new and different skills demanded by technological changes. These courses train incumbent workers in specific skills needed by that business or industry and that lead to potential career growth and increased wages. This includes courses that develop professional competencies that are particularly relevant to a vocational/occupational goal. It must be demonstrated that the training will result in the workers' acquisition of transferable skills or an industry-recognized certification or credential.
6. Entrepreneurial training
7. Job-readiness training
8. Adult Education and Literacy programs: Services or instruction below the postsecondary level for individuals who are not enrolled or required to be enrolled in secondary school under state law and lack basic educational skills to enable the individuals to function effectively in society and on a job, Services include, but are not limited to, one-on-one instruction, coursework, or workshops that provide direction for the development and ability to 4 City Council 7 – 68 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
read, write, and speak in English, compute, and solve problems, at levels of proficiency necessary to function in society or on the job,
9. Customized training: Training that is designed to meet the special requirements of an employer or group of employers and that is conducted with a commitment by the employer to employ an individual upon successful completion of the training and for which the employer pays for a portion of the cost of training.
Employer Services: Santa Ana Work Center services offered to employers include:
1. Employer needs assessment: Evaluation of employer needs, particularly future hiring and talent needs.
2. Job posting: Receiving and filling of job openings; searching resumes; providing access to a diverse labor pool.
3. Applicant pre-screening: Assessing candidates according to the employer's requirements and hiring needs; referring candidates based on their knowledge, skills, and abilities relative to the employer requirements.
4. Recruitment assistance: Raising awareness of employers and job openings and attracting individuals to apply for employment at a hiring organization. Specific activities may include posting of employer announcements, provision of job applications, and hosting job fairs and mass recruitment.
5. Training assistance: Providing training resources to enable employers to upgrade employee skills, introduce workers to new technology, or to help employees transition into new positions.
6. Labor Market Information: Access to information on labor market trends, statistics, and other data related to the economy, wages, industries, etc.
7. Employer information and referral: Provision of information on topics of interest to employers such as services available in the community, local training providers, federal laws and requirements, tax information, apprenticeship
8. programs, human resource practices, alien labor certification, incentive programs such as WOTC or the federal bonding program, etc.
9. Rapid Response and Layoff Aversion: Provision of services to prevent downsizing or closure, or to assist during layoff events, Strategies may include incumbent worker training to avert lay-offs, financing options, employee ownership options, placement assistance, worker assessments, establishment of transition centers, labormanagement committees, peer counseling, etc. 5 City Council 7 – 69 7/15/2025
EXHIBIT 1B
SANTA ANA AJCC Partner Services Attachment 2
Service Delivery Codes: How will your agency provide the services indicated? Code
FT
PT
T
A
B
Method Description
On-Site Staff Full Time
On-Site Staff Part Time
Access Via Telephone
Access Via Automated System
Brochure/Handout
P
O
Posting at One-Stop Center
Other
NA Not Applicable
6 City Council 7 – 70 7/15/2025
EXHIBIT 1B
Attachment 3 APPLICABLE CAREER SERVICES
Sharing Other One-Stop Delivery System Costs
The budget must include “applicable career services” as well as any other shared costs agreed upon by the AJCC partners. While only co-located partners share infrastructure costs, all One-Stop partners must share in other system costs, including applicable career services.
Required Consolidated System Budget for “Applicable Career Services” Summary of Career Services Applicable to Each AJCC Partner The MOU requires identification of the career services that are applicable to each partner program (Attachment 2). Accordingly, this budget includes each of the partner’s costs for the service delivery of each applicable career service.
Unlike infrastructure cost sharing, other system costs, including “Applicable Career Services” are not limited to the non-personnel costs and should include all costs related to the administration and delivery of those services.
AJCC Applicable Career Services CAPOC
Career Services: XX,000.00
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Eligibility Determination (1)
Outreach, Intake and Orientation (2)
Initial Assessment (3)
Job Search, Placement Assistance, and Career Counseling (4) Employment Statistics-Labor Market Information (5)
Eligible Provider performance and program Cost Information (6) Local Performance Information (7)
Supportive Services' Information (8)
Unemployment Compensation (9)
Eligibility Assistance (10)
Follow-Up Services (11)
Comprehensive and Specialized Assessments (12)
Individual Employment Plan Development (13)
Group Counseling (14)
Individual Counseling and Career Planning (15)
Case Management (16)
Short-Term Prevocational Services (17)
City Council 7 – 71 7/15/2025
EXHIBIT 1B
Training $XX,000.00
•
•
•
•
•
•
•
•
•
Occupational Skills Training (1)
On-the-Job Training (OJT) (2)
Workplace and cooperative education (3)
Training programs operated by the private sector (4)
Skills upgrading and retraining (5)
Entrepreneurial training (6)
Job-readiness training (7)
Adult Education and Literacy programs (8)
Customized training (9)
Attachment 3
APPLICABLE CAREER SERVICES
Employer Services $XX,000.00
•
•
•
•
•
•
•
•
Employer needs assessment (1)
Job posting (2)
Applicant pre-screening (3)
Recruitment assistance (4)
Training assistance (5)
Labor Market Information (6)
Employer information and referral (7)
Rapid Response and Layoff Aversion (8)
Total Career Service Cost $XX,000.00
City Council 7 – 72 7/15/2025
EXHIBIT 1BAttachment 4
Comprehensive Cost Allocation and Partner Contributions AJCC (Comprehensive)
Square Footage Partner
% of Total
Square
Footage
Operational Cost
and Management Monthly Charges
Fees
Paid for Based on
Office Sharing /
Payment Ratio
Monthly Property
Rent*
Monthly Rent +
and Charges
Amount : In- Contributions
Yearly Career
Services**
Partner Program CAM Charges
Kind
EDD 9345.17
6057.45
161.93
868.97
324.00
324.00
1915.48
324.00
48.37%
31.35%
0.84%
4.50%
1.68%
1.68%
9.91%
1.68%
$
$
$
$
$
$
$
$
23,298.59
15,101.92
403.71
$ 876.03 $
$
$
$
$
$
$
$
5,296.20
4,324.31
98.62 $ 29,470.82
20,801.57
516.02
$
$
$
$
$
$
$
$
1,493,317.04
1,235,907.20
2,945,349.48
800,000.00
82,290.00
Santa Ana WORK Center (City of Santa Ana)
Department of Rehabilitation
Social Services Agency-Family Self-Sufficiency
Santa Ana Housing Authority
SER Jobs for Progress
$ 1,375.34 $ - $
$
$
$
$
$
$
$ -
$ 13.69 $ -
2,166.44
807.77
199.29
114.04
197.25
523.76
88.79 2,365.73
$ 949.21
$
$
$
27.39 807.77 27.39 1,032.41
5,461.18
923.95
2,945,349.48
225,000.00
1,511,191.70
Rent Stabilization Division 4,775.51
807.77
161.91
Santa Ana Public Library 27.39
Total Rentable Space 19321.00 100.00% $ 48,169.48 $ 1,633.11 $ 876.03 $ 10,842.26 $ 61,520.89 $ - $ 6,556,863.72 Revised 3/20/25 7:20:15 AM
City Council 7 – 73 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 Memorandum of Understanding
For
Santa Ana Workforce Development Board
and the
County of Orange Social Services Agency
EXHIBIT 2
City Council 7 – 74 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
MEMORANDUM OF UNDERSTANDING
1. LEGAL AUTHORITY
The Workforce Innovation and Opportunity Act ("WIOA'') sec. 121(c)(l) requires that each Local Workforce Development Area develop and enter into a Memorandum of Understanding ("MOU") with each America's Job Center of California ("AJCC") Partner, consistent with WIOA Sec. 121(c)(2). This requirement is further described in the WIOA; Joint Rule for Unified and Combined State Plans, Performance Accountability, and the AJCC System Joint Provisions: Final Rule at 20 Code of Federal Regulations (CPR) 678.500, 34 CPR 361.500, and 34 CPR 463.500, and in Federal guidance.
Additionally, the sharing and allocation of infrastructure costs among AJCC Partners is governed by WIOA sec. 121(h), its implementing regulations, and the Federal Cost Ptinciples contained in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) at 2 CPR part 200.
2. PARTIES
The parties to this MOU are the City of Santa Ana, the Santa Ana Workforce Development Board ("SA WDB"), and the County of Orange Social Services Agency ("SSA"), a collocated one-stop AJCC Partner located at the Santa Ana WORK Center, 801 W. Civic Center Drive, Suite 200, Santa Ana, CA 92701.
3. PURPOSE
The purpose of the MOU is consistent with the provisions ofWIOA sec. 121(c)(l), to establish a cooperative working relationship between the SA WDB and SSA, the collocated AJCC Partner, and to define their respective roles and responsibilities concerning the operation of the AJCC as it relates to shared services and customers. It serves to establish the framework for providing services to employers, employees, job seekers and others needing workforce services. It also serves to establish a framework to support the established service delivery through the sharing ofresources and costs.
4. DURATION
The tenn of this MOU shall commence on July 1, 2025, and end on June 30, 2028, unless earlier terminated pursuant to the provisions of Paragraph 31 of this MOU; however, the Parties shall be obligated to perform such duties as would nonnally extend beyond this term, including, but not limited to, obligations with respect to indemnification, reporting and confidentiality.
This MOU will be reviewed not less than once every three years to ensure appropriate funding and delivery of services and to identify any substantial changes that require modification of this MOU.
This MOU will remain in effect until the tetmination date, unless one of the conditions in Paragraph 31 occurs.
MA-063-25011196 2
EXHIBIT 2
City Council 7 – 75 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804
5. MODIFICATIONS AND REVISIONS
This MOU and its Attachments 1, 2, 3, 3-1, 4, 5 and 6 constitute the entire agreement between the parties, and no oral understanding not incorporated herein shall be binding on any of the parties hereto. This MOU may be modified, altered, or revised, as necessary, by mutual consent of the parties, by the issuance of a written amendment, signed and dated by the parties, which may require approval by the governing body of each Party. Assignment of responsibilities under this MOU by any of the parties shall require prior written notice and preapproval of all parties. Any assignee shall also commit in writing to the terms of this MOU.
6. SANTA ANA WORKFORCE DEVELOPMENT STRATEGIES
Santa Ana's vision rests on integrating current and future resources through its SA WDB Partners.
Integration suggests more than partnering or assembling multiple funding sources. It means making certain that all elements of the workforce support system work together to create inviting and seamless services wherever a client enters the system. Santa Ana's vision is sensitive to the needs of its unique demographics. The SA WDB's overall strategies include:
a) Identifying regional industry clusters (e.g., manufacturing cluster, medical cluster, etc.) to create new jobs in which Santa Ana's workforce can participate; b) Expanding small business development support as a creator of new jobs and method for growing the local tax base;
c) Educating Santa Ana's current and future workforce through classroom pre-training and training activities, plus on-the-job training and workforce skill enhancement activities; d) Offering career pathway programs for both unemployed and employed adults and youth; e) Increasing access to jobs for disconnected and underserved populations, especially youth; f) Organizing, integrating and supporting social and other services through the SA WDB's network of partnerships, volunteer organizations, and established institutional resources; and,
g) Assuring funding from all public, private, and other sources in support of its programs.
7. ONE-STOP SYSTEM & SERVICES
A. LOCATION
The AJCC is currently located in Santa Ana as follows:
American Job Center (Comprehensive AJCC)
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
(714) 565-2600
Open to the Public: Monday- Friday 8:00 am-5:00 pm
MA-063-25011196 3
EXHIBIT 2
City Council 7 – 76 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 The AJCC is currently located at the Santa Ana WORK Center ("SA WC") as described in the Location of AJCC and all Partners, attached herein as Attachment 1 and incorporated herein by reference. Santa Ana ranks as the fourth densest city in the entire nation. SA WC, through its central location in downtown Santa Ana, shall provide and/or coordinate WIOA services to individuals, providing them with the necessary skills to participate in building a world-class workforce in Santa Ana. The SA WC offers the community a variety of informational, employment and training services based on individual needs. Those needs are met by the combined efforts of the SA WC Partners as described by the Santa Ana AJCC Partner Services, included herein as Attachment 2 and incorporated herein by reference.
B. SERVICES PROVIDED AT THE SANTA ANA WORK CENTER
Services and referrals provided at the SA WC by AJCC Partners may include, but are not limited to, the following:
1. Basic Career Services:
a. Eligibility determination;
b. Outreach, intake, and orientation to information and services; c. Initial assessment of skill levels, including: literacy, numeracy, and English proficiency; and, aptitudes, abilities, and support service needs; d. Labor exchange services, including:
i. Job vacancy listings in labor market areas;
11. Information on job skills needed to obtain the vacant jobs; and, iii. Information relating to in-demand occupations, including earnings and opportunities for advancement;
e. Provision of performance and program cost information on the Eligible Training Provider List eligible programs by program and type of provider; f. Provision of information in acceptable formats and languages that identify actual performance against performance accountability measures; g. Provision of information related to support services; h. Provision of information and assistance in filing Unemployment Insurance claims; and
1. Assistance in establishing eligibility for programs of financial aid assistance for training and education programs not funded through WIOA.
2. Individualized Career Services;
a. Comprehensive and specialized assessment of skill levels and service needs including: Diagnostic testing; and, other assessment tools; b. In-depth interview and evaluation to determine barriers and goals; c. Development of Individual Employment Plan to identify goals, objectives, and services;
d. Group counseling;
e. Individual counseling;
f Career planning;
g. Short-term pre-vocational services, including: development of learning skills; communication skills; and, other soft skills to prepare individuals for employment or training;
MA-063-25011196 4
EXHIBIT 2
City Council 7 – 77 7/15/2025
Docusign Envelope ID: 72A91B3B-BEA1-46FE-ACDD-146571887804 h. Workforce preparation activities, including basic academic; and, obtaining other skills necessary for successful transition into postsecondary education, training or employment;
1. Financial literacy services; and,
j. Out-of-area job search assistance and relocation assistance.
3. Training Services;
a. Occupational skills training;
b. On-the-Job training;
c. Incmnbent worker training;
d. Programs that combine workplace training with related instruction, which may include cooperative education programs;
e. Training programs operated by the private sector;
f. Skill upgrading and retraining;
g. Entrepreneurial training programs;
h. Transitional jobs;
i. Job readiness training provided in combination with any of the aforementioned training Services;
j. Adult education and literacy activities, including: activities of English language acquisition; and, integrated education and training programs provided concun-ently or in combination with any of the aforementioned training services; k. Customized training;
I. Internships and work experiences that are linked to careers; and, m. English language acquisition and integrated education and training program.
4. Employer Services:
a. Recruitment and other business services on behalf of employers.
C. SYSTEM STRUCTURE
1. AJCC ONE-STOP OPERATOR PROCUREMENT
The SA WDB will procure the AJCC Operator through a competitive process in accordance with the Uniform Guidance Cost Principles contained in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR part 200 (Uniform Guidance), including the Office of Management and Budget's (0MB) approved exceptions for the U.S. Department of Labor at 2 CFR part 2900, WIOA and its implementing regulations, and local procurement laws and regulations. All documentation for the competitive AJCC operator procurement will be available for public inspection. The State requires that the AJCC operator is re-competed at least every three years and no later than every four years.
2. ROLES AND RESPONSIBILITIES OF PARTIES
a. Provision of Applicable Career Services and Participation in Planning and Development:
The parties to this MOU will work closely together to ensure that the AJCC is a high-performing workplace with staff that ensure quality of service. The AJCC Partner has indicated they shall MA-063-25011196 5
EXHIBIT 2
City Council 7 – 78 7/15/2025
Docusign Envelope ID: 72A91B3B-BEA1-46FE-ACDD-146571B87804 provide an array of applicable career services to clients as set forth in Attachment 2. The AJCC Partner agrees to the responsibilities required of all Partners under WIOA Section 121(b). In addition, the AJCC Partners will participate in joint planning, plan development, and modification of activities to accomplish the following:
i. Continuous partnership building;
11. Continuous planning in response to state and federal requirements; and, iii. Responsiveness to local and economic conditions, including employer needs.
Parties agree to the co-enrollment of mutual customers in case management to better leverage the resources available for the benefit of the participant and enhance successful outcomes and participate in the operation of the one-stop system consistent with the terms of the MOU and requirements of authorized laws.
Parties agree to collaborate and reasonably assist each other in the development of necessary service delivery protocols for the services outlined in this MOU.
Parties agree that the provisions contained herein are made subject to all applicable federal and state laws, implementing regulations, and guidelines imposed on either or all the parties relating to privacy rights of customers, maintenance of records, and other confidential information relating to customers.
Parties agree that all equipment and furniture purchased by any party for purposes described herein shall remain the property of the purchaser after the termination of this MOU. b. Parties shall comply with:
1. Section 188 of the WIOA Nondiscrimination and Equal Opportunity Regulations (29 CFR Part 38; Final Rule, published December 2, 2016);
ii. Title VI and VII of the Civil Rights Act of 1964 (Public Law 88-352), as amended; iii. Section 504 of the Rehabilitation Act of 1973, as amended; iv. The Americans with Disabilities Act of 1990, as amended; v. The Jobs for Veterans Act (Public Law 107-288) pertaining to priority of service in programs funded by the U.S. Department of Labor;
vi. Training and Employment Guidance Letter (TEGL) 37-14, Update on Complying with Nondiscrimination Requirements: Discrimination Based on Gender Identity, Gender Expression and Sex Stereotyping are Prohibited Forms of Sex Discrimination in the Workforce Development System and other guidance related to implementing WIOA sec. 188;
vii. The Non-traditional Employment for Women Act of 1991; viii. The Age Discrimination Act of 1967, as amended;
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 ix. The Age Discrimination Act of 1975, as amended;
x. Title IX of the Education Amendments of 1972, as amended; xi. The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CPR part 99);
xii. Title IX of the Education Amendments of 1972, as amended; xiii. Confidentiality requirements governing the protection and use of personal information held by the VR agency (34 CPR 361.38);
xiv. The confidentiality requirements governing the use of confidential information held by the State UI agency (20 CPR part 603); and,
xv. All amendments to each, and all requirements imposed by the regulations issued pursuant to these acts.
The Parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or activity that requires police intervention.
8. SSA RESPONSIBILITIES AS COLLOCATED AJCC PARTNER
SSA commits to collocation of staff, as appropriate, and to providing other professional learning opportunities that promote continuous quality improvement. SSA will further promote system integration to the maximum extent feasible and as authorized by applicable state and federal law through:
a. Effective communication, information sharing as authorized by law, and collaboration with the AJCCoperator;
b. Joint planning, policy development, and system design processes; c. Commitment to the joint mission, vision, goals, strategies, and performance measures; d. The design and use of common intake, assessment, referral, and case management processes;
e. As authorized by law, the use of common and/or liuked data management systems and data sharing methods, as appropriate;
f. Leveraging of resources, including other public agency and non-profit organization services;
g. Participation in a continuous improvement process designed to boost outcomes and increase customer satisfaction; and
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Docusign Envelope ID: 72A91B3B-BEA1-46FE-ACDD-146571 B87804 h. Participation in regularly scheduled Partner meetings to exchange information in support of the above and encourage program and staff integration.
SSA shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services.
9, REFERRALS
The primary principle of the referral system is to provide integrated and seamless delivery of services to customers. In order to facilitate such a system, Partners will ensure and agree to:
a. Familiarize themselves with the basic eligibility and participation requirements, as well as with the available services and benefits offered, for each of the Partners' programs represented in the AJCC network;
b. Develop materials summarizing their program requirements and making them available for Partners and customers;
c. Provide referrals when appropriate to customers who are eligible for supplemental and complementary services and benefits under Partner programs; d. Regularly evaluate referral process;
e. Commit to share the results of referrals when requested; f. Ensure that general information regarding AJCC programs, services, activities, and resources shall be made available to all customers as appropriate; g. Ensure that referrals will be made via email, or other electronic means; h. Ensure that referrals will include access to other AJCC Partner staff, when appropriate, that can provide meaningful information or service to customers; and
1. Ensure that the referral will include referring agency staff name, the activity required, desired outcome and a method for communicating back to the refe1ring agency that the service need was addressed.
10. SUPERVISION/DAY-TO-DAY OPERATIONS
a. Day-to-Day Supervision
The day-to-day supervision of staff assigned to the AJCCs will be the responsibility of the site supervisor(s). SSA will continue to set the priorities of its staff assigned to the AJCC. Any change in work assignments or any concerns involving the responsibilities of the parties which occur at the worksite will be handled by the site supervisor(s) and SSA management.
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 b. Santa Ana WORK Center Hours of Operation
The SAWC is open for business: Monday through Friday from 8:00 am until 5:00 pm. c. SSA Staff Office Hours
The office hours for SSA staff at the AJCC will be established by SSA. All SSA staff will comply with the County of Orange holiday schedule and will provide a copy of their holiday schedule to the SA WDB and SA WC at the beginning of each fiscal year. d. Building Accessibility
All Partner staff assigned to the SA WC will be issued an access card to SA WC suite 200 and a parking lot pass that allows them to enter and exit the parking lot. It is all individual staffs responsibility to keep them secure. Should they damage or lose them they can be replaced by the SAWDB at the expense of the individual agency staff.
e. Benefits
Each party shall be solely liable and responsible for providing to, or on behalf of, its employee(s), all legally required employee benefits. In addition, each party shall be solely responsive and hold all other parties harmless from all matters relating to payment of each party's employee( s ), including compliance with social security withholding, workers' compensation, and all other regulations governing such matters.
11. AJCC OPERATING BUDGET
The purpose of Paragraph 11 is to establish a financial plan, including terms and conditions, to fund the services and operating costs of the local AJCC. The parties to this MOU agree that joint funding is a necessary foundation for an integrated service delivery system. The goal of the operating budget is to develop a funding mechanism that:
a. Establishes and maintains the Local workforce delivery system at a level that meets the needs of the job seekers and businesses in the Local area; b. Reduces duplication and maximizes program impact through the shating of services, resources, and technologies among Partners (thereby improving each program's effectiveness);
c. Reduces overhead costs for any one Partner by streamlining and sharing financial, procurement, and facility costs;
d. Ensures that costs are appropriately shared by AJCC Partners by determining conttibutions based on the proportionate use of the AJCC centers and relative benefits received, and requiring that all funds are spent solely for allowable purposes in a manner consistent with the applicable authorizing statutes and all other applicable legal requirements, including the Uniform Guidance; and,
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Docusign Envelope ID: 72A9183B-BEA 1-46FE-ACDD-146571 B87804 e. All parties will meet and confer regarding replacement, acquisition, cleaning and maintenance of furnishings.
The parties consider this AJCC operating budget the master budget that is necessary to maintain the SA WDB's high-standard AJCC. It includes the following cost categories, as required by WIOA and its implementing regulations:
a Infrastructure costs ( also separately outlined below m the Infrastructure Funding Agreement);
b. Career services; and
c. Shared services.
All costs must be included in the MOU, allocated according to the AJCC Partner's proportionate use and relative benefits received, reconciled every six (6) months against actual costs incun·ed, and adjusted accordingly . The AJCC operating budget is expected to be transparent and negotiated among Partners on an equitable basis to ensure costs are shared appropriately. All Partners must negotiate in good faith and seek to establish outcomes that are reasonable and fair. All Partners must adhere and reference the rules and regulations included in the executed Office Lease, attached hereto as Attachment 5 and incorporated herein by reference. SSA may be allocated additional space, with mutual consent of both parties, at which time the Office Lease may be amended.
12. INFRASTRUCTURE FUNDING AGREEMENT
The Infrastructure Funding Agreement ("IF A") contains the infrastructure costs budget that is an integral component of the overall AJCC operating budget. The IFA is a mandatory component of the local MOU, described in WIOA sec. 12l(c) and 20 CFR 678.500 and 678.755. The IFA contains the AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget, included herein as Attachment 3 and incorporated herein by reference, that is an integral component of the overall AJCC operating budget. The other component of the IF A is the Applicable Career Services, attached herein as Attachment 3-1 and incorporated herein by reference, which includes the shared operating costs and shared services. The overall AJCC operating budget includes the Comprehensive Cost Allocation and Partner Contributions, attached herein as Attachment 4 and incorporated herein by reference.
AJCC infrastructure costs are defined as non-personnel costs that are necessary for the general operation of the AJCC, including, but not limited to:
a. Rental of the facilities;
b. Utilities and maintenance;
c. Equipment, including assessment-related products and assistive technology for individuals with disabilities; and,
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 d. Technology to facilitate access to the AJCC, including technology used for the center's planning and outreach activities.
Changes in the AJCC Partners or an appeal by an AJCC Partner's infrastructure cost contributions will require an amendment of the MOU.
13. COST ALLOCATION METHODOLOGY
The purpose of this infrastructure cost sharing methodology is to summarize, in writing, the methods and procedures that the SA WDB will use to share costs with the AJCC Partner. The AJCC Partner agrees that it will be charged on a monthly basis according to the following cost sharing methodology, and that monthly payment will be submitted within the first ten(! 0) calendar days of each month.
14. INFRASTRUCTURE COST ALLOCATION METHODOLOGY
a. Rent Costs: Rent costs shall be based only on the base rent. The base rent is derived from the total assigned square footage, calculating the percentage of usage by each AJCC Partner and applying that percentage to the common area square footage. Assigned square footage plus the percentage of common area square footage equals total square footage for each AJCC Partner. Total square footage for each AJCC Prutner multiplied by the base rent per square foot equals total base rent for each AJCC Partner as indicated in the AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget and the Comprehensive Cost Allocation and Partner Contributions. The base rent has an annual increase of 3% over the ten (10)-year life of the Office Lease document (Attachment 5 attached herewith and incorporated herein by reference). b. Utilities and Maintenance: This Paragraph includes only telephone services, which includes voicemail on AJCC Prutners' phones. Costs for staff phones are charged based on the AJCC Partner's assigned space. Common area phones will be charged according to space allocation.
c. Telephones:. Telephone costs are based on the actual cost for telephones in assigned spaces.
Common area telephones are allocated based on percentage of space allocation. d. Technology and Internet Access Costs: Maintenance of Network Wireless Bridge will be a monthly charge based on costs from the vendors. The cost per AJCC Prutner is derived from the calculation of total percentage of space used by each AJCC Partner. Recurring monthly charges for Internet, Wi-Fi and other technology charges are allocated based on the percentage of total space allocated.
15. INFRASTRUCTURE CONTRIBUTIONS
The AJCC Partner may provide cash, non-cash (in- kind), and third-party in-kind contributions to cover its share of infrastrncture costs. In-kind contributions cannot be used to fond noninfrastructure costs (such as personnel), and must be valued consistent with Uniform Guidance Section 200.306 to ensure such contributions are fairly evaluated and qualify for the AJCC MA-063-25011196 11
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804 Partner's proportionate share.
If third-party in-kind contributions are made to support the AJCC as a whole (such as facility space), that contribution will not count toward the AJCC Partner's proportionate share of the infrastructure. Rather, the value of the contribution will be applied to the overall infrastructure budget prior to determining proportionate amounts and thereby reduce the contribution required for all AJCC Partners.
a. Cash: Cash funds provided to the SA WDB, or its designee, by AJCC Partners, either directly or by an interagency transfer, or by a third party. b. Non-Cash: Expenditures incurred by AJCC Partners on behalf of the AJCC; and Non-cash contributions or goods or services contributed by a Partner program and used by the AJCC. c. Third-party In-kind: Contributions of space, equipment, technology, non-personnel services, or other like items to support the infrastructure costs associated with AJCC operations, by a non-AJCC Partner to: support the AJCC in general or support the propottionate share of AJCC infrastructure costs of a specific Partner [20 CPR 678.720; 20 CPR 678.760; 34 CPR 361.720; 34 CPR 361.760; 34 CPR 463.720; and 34 CPR 463.760].
16. OTHER AJCC DELIVERY SYSTEM COSTS
In compliance with WIOA Joint Rule Section 678.760, the AJCC Partners will use a portion of fonds made available under their authorizing federal statute ( or fairly evaluated in-kind contributions) to share the additional costs relating to the operation of the One-Stop delivery system. These costs may be shared through cash, non-cash, or third-party in-kind contributions.
As required by Workforce Services Directive (WSD) 16-09, the amount of funds that the AJCC Partner has budgeted to expend on applicable career services and other shared services, which cumulatively with the other AJCC Partners budgeted amounts shall form the Comprehensive Cost Allocation and Partner Contributions.
a. Career Services Applicable to the AJCC Partner: The AJCC Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services. The agreed upon Applicable Career Services Budget is set forth in Attachment 3-1 attached hereto and incorporated herein by reference. This budget consists of the AJCC Partner's costs for the service delivery of each applicable career service indicated in the Santa Ana AJCC Pa1tner Services.
b. Required Consolidated Budget for the Delivery of "Applicable Career Services": The other system costs budget must be a consolidated budget for applicable career services. This budget must include each of the Partner's costs for the service delivery of each applicable career service and a consolidated system budget for career services applicable to more than one Partner as indicated in the Comprehensive Cost Allocation and Partner Contributions.
AJCC Partners understand that while only collocated Partners share infrastructure costs, at this time, all AJCC Partners must share in other System costs through non-cash (in-kind) contributions MA-063-25011196 12
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 as set forth herein.
17. DATA SHARING
Parties shall abide by the requirements in Attachments 6.
18. PRESS RELEASES AND COMMUNICATIONS
All parties shall be consulted and notified prior to communicating with the press, television, radio or any other form of media regarding its duties or performance under this MOU. Participation of each party in press/media presentations will be determined by each party's public relations policies.
The parties agree to utilize the AJCC logo developed by the State of California and the SA WDB on buildings identified for AJCC usage.
19. ACCESSIBILITY
Accessibility to the services provided by the AJCCs and all Partner agencies is essential to meeting the requirements and goals of the local AJCC network. Job seekers and businesses must be able to access all information relevant to them via visits to physical locations as well as in virtual spaces, regardless of gender, age, race, religion, national origin, disability, veteran's status, or on the basis of any other classification protected under state or federal law.
20. NON-DISCRIMINATION AND EQUAL OPPORTUNITY
All parties to this MOU certify that they prohibit, and will continue to prohibit, discrimination, and they certify that no person, otherwise qualified, is denied employment, services, or other benefits on the basis of: (i) political or religious opinion or affiliation, marital status, sexual orientation, gender, gender identification and/or expression, race, color, creed, or national origin; (ii) sex or age, except when age or sex constitutes a bona fide occupational qualification; or (iii) the physical or mental disability of a qualified individual with a disability.
21. GRIEVANCES AND COMPLAINTS PROCEDURE
The AJCC Partner agrees to establish and maintain a procedure for grievance and complaints as outlined in WIOA. The process for handling grievances and complaints is applicable to customers and Partners. These procedures will allow the customer or entity filing the complaint to exhaust every administrative level in receiving a fair and complete hearing and resolution of their grievance. The Partner further agrees to communicate openly and directly to resolve any problems or disputes related to the provision of services in a cooperative manner and at the lowest level of intervention possible. All Partners agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or involves police authorities.
22. AMERICAN'S WITH DISABILITIES ACT AND AMENDMENTS COMPLIANCE The AJCC Partner agrees to ensure that the policies and procedures as well as the programs and MA-063-25011196 13
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804 services provided at the AJCC are in compliance with the Americans with Disabilities Act ("ADA") and its amendments. Additionally, the SA WDB and the AJCC Partners will ensure that policies and procedures established by the SA WDB and the AJCC Partners are in compliance with the ADA.
23. HOLD HARMLESS/INDEMNIFICATION/LIABILITY
In accordance with provisions of Section 895.4 of the California Government Code, each signatory hereby agrees to indemnify, defend and hold harmless all other signatories identified in this MOU from and against any and all claims, demands, damages and costs arising out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. In addition, except for Departments of the State of California which cannot provide for indemnification of court costs and attorney's fees under the indemnification policy of the State of California, all signatories to this MOU agree to indemnify, defend and hold harmless each other from and against all court costs and attorney's fees arising out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. It is understood and agreed that all indemnity provided herein shall survive the termination of this MOU.
24. SEVERABILITY
If any part of this MOU is found to be null and void or is otherwise stricken, the rest of this MOU shall remain in force.
25. DRUG AND ALCOHOL-FREE WORKPLACE
All parties to this MOU certify they will comply with the Drug-Free Workplace Act of 1988, 41 U.S.C. 702 et seq., and 2 CFR part 182 which require that all organizations receiving grants from any Federal agency maintain a drug-free workplace. The recipient must notify the awarding office if an employee of the recipient is convicted of violating a criminal drug statute. Failure to comply with these requirements may be cause for suspension or debarment under 2 CFR part 180, as adopted by the U.S. Department of Education at 2 CFR 3485, and the U.S. Department of Labor regulations at 29 CFR part 94.
26. CERTIFICATION REGARDING LOBBYING
All parties shall comply with the Byrd Anti-Lobbying Amendment (31 U.S.C. Sectionl352), 29 C.F.R. Part 93, and 34 CFR part 82, as well as the requirements in the Uniform Guidance at 2 CFR 200.450. The parties shall not lobby federal entities using federal funds and will disclose lobbying activities as required by law and regulations.
27. DEBARMENT AND SUSPENSION
All parties shall comply with the debarment and suspension requirements (E.0.12549 and12689) and 2 CFR part 180 and as adopted by the U.S. Department of Labor at 29 CFR part 2998 and by the U.S. Department of Education at 2 CFR 3485.
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804
28. PRIORITY OF SERVICE
All parties certify that they will adhere to all statutes, regulations, policies, and plans regarding priority of service, including, but not limited to, priority of service for veterans and their eligible spouses, and priority of service for the WIOA title I Adult program, as required by 38 U.S.C. sec. 4215 and its implementing regulations and guidance, and WIOA sec. 134(c)(3)(E) and its implementing regulations and guidance. Partners will target recrnitment of special populations that receive a focus for services under WIOA, such as individuals with disabilities, low-income individuals, basic skills deficient youth, and English language learners.
29. BUY AMERICAN PROVISION
Each party that receives funds made available under title I or II of WIOA or under the WagnerPeyser Act (29 U.S.C. Section 49, et. seq.) certifies that it will comply with Sections 8301 through 8303 of title 41 of the United States Code (commonly known as the "Buy American Act.") and as referenced in WIOA Section 502 and 20 CPR 683.200(1).
30. SALARY COMPENSATION AND BONUS LIMITATIONS
Each party certifies that, when operating grants funded by the U.S. Department of Labor, it complies with TEGL 05-06, Implementing the Salary and Bonus Limitations in Public Law 109- 234, TEGL 17-15, Workforce Innovation and Opportunity Act (WIOA) Adult, Dislocated Worker and Youth Activities Program Allotments for Program Year (PY) 2017; Final PY 2017 Allotments for the Wagner-Peyser Act Employment Service (ES) Program Allotments; and Workforce Information Grants to States Allotments for PY 2017, Public Laws 114-113 (Division H, title I, Section 105) and 114-223, and WIOA section 194(15)(A), restricting the use of federal grant funds for compensation and bonuses of an individual, whether charged to either direct or indirect, at a rate in excess of the Federal Office of Personnel Management Executive Level II.
31. TERMINATION
This MOU will remain in effect until the end date specified in Paragraph 4 above, unless:
a. Federal oversight agencies charged with the administration of WIOA are unable to appropriate flmds or if funds are not otherwise made available for continued performance for any fiscal period of this MOU succeeding the first fiscal period. Any party unable to perform pursuant to MOU due to lack of funding shall notify the other parties as soon as the party has knowledge that funds may be unavailable for the continuation of activities under this MOU;
b. WIOA is repealed or superseded by subsequent federal law; c. Local area designation is changed under WIOA; and,
d. A party breaches any provision of this MOU and such breach is not cured within thirty (30) days after receiving written notice from the SAWDB Chair (or designee) specifying such breach in reasonable detail. In such event, the non-breaching party( s) shall have the right MA-063-25011196 15
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Docusign Envelope ID: 72A91 B3B-BEA1·46FE·ACDD·146571 B87804 to terminate this MOU by giving written notice thereof to the party in breach, upon which termination will go into effect immediately.
In the event of termination, the parties to the MOU must convene within 1hirty (30) calendar days after the breach of the MOU to discuss the formation of the successor MOU. At that time, allocated costs must be addressed.
This MOU is of no force or effect until signed by authorized representatives of the participating parties, and approved by the Chief Local Elected Official or his/her designee. The MOU, once signed, becomes part of the local WIOA Plan. Any party may withdraw from this MOU by giving written notice of intent to withdraw at least thirty (30) calendar days in advance of the effective withdrawal date. If agreed to by all parties, the timeframes for notice may be reduced or extended.
Notice of withdrawal shall be given to the SAWDB at the address listed in the signed attachments of this MOU, and to the contact person so listed, considering any information updates received by the parties, a courtesy notification shall be made to all parties of this MOU in a timely manner.
32. NOTICES
All notices, requests, claims, correspondence, reports, statements authorized or required by this Agreement, and/or other communications shall be addressed as follows:
City of Santa Ana: City of Santa Ana
Administration Services
801 W. Civic Center Dr., Suite 200
Santa Ana, CA 92701
COUNTY: County of Orange Social Services Agency
Contracts Services 500 N. State
College Blvd, Suite #100
Orange, CA 92868
33. INSURANCE
The AJCC Partners agree that their current in force insurance or self-insurance coverage programs shall apply to their operations performed under the Workforce Innovation Opp01tunity Act and at the SA WC, including commercial general liability, property damage liability, business personal property, workers' compensation and employee dishonesty/crime coverages. The City of Santa Ana shall be named as additional insured for such insurance and the coverage shall be primary and non-contributory with regard to the City.
34. AUTHORITY AND SIGNATURES
The individuals signing this MOU and its attachments, which are incorporated herein by reference, have the authority to commit the party they represent to the terms of this MOU, and do so commit by signing.
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
ATTACHMENTS
Attachment 1: AJCC Partners Location and Map
Attachment 2: Santa Ana AJCC Partner Services
Attachment 3: AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget Attachment 3-1: Applicable Career Services
Attachment 4: Comprehensive Cost Allocation and Partner Contributions Attachment 5: Office Lease
Attachment 6: State Privacy and Security Provisions
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DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD- I 4657·I B87804 WHEREFORE, the parties hereto have executed this Agreement 111 the County of Orange, California.
FOR THE CITY OF SANTA ANA
Attest:
City Clerk
Dated: ____________ _
Recommended for Approval:
Executive Director
Community Deiment Agency
Dated: V f P, � 5?
City of Santa Ana:
City Manager
Dated: ____________ _
Approved as to Form:
Assistant City Attorney
Dated: ____________ _
FOR SANTA ANA WORKFORCE DEVELOPMENT BOARD
Chair
****************************************************************************** MA-063-25011196 18
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DocusIgn Envelope ID: 72A91 83B-BEA 1-46FE-ACDD-146571 B87804 WHEREFORE, the parties hereto have executed this Agreement in the County of Orange, California.
COUNTY OF ORANGE
A Political Subdivision of the State of California
OF THE BOARD OF SUPERVISORS
COUNTY OF ORANGE, CALIFORNIA
Dated: -------------
SIGNED AND CERTIFIED THAT A COPY OF THIS
AGREEMENT HAS BEEN DELIVERED TO THE CHAIR
OF THE BOARD PER G.C. SEC. 25103, RESO 79-1535
ATTEST:
ROBIN STIELER
Clerk of the Board
County of Orange, California
APPROVED AS TO
FORM COUNTY
COUNSEL
COUNTY OF ORANGE, CALIFORNIA
Dated: 3/21/2025 I 4:02:55 PM PDT
-------------
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DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 Attachment 1
AJCC Partners Location and Map
Partner Program Partner Authorization/Category Physically Organization Co-Located
Title I Adult, Dislocated City of Santa Ana
WIOA Title I Adult, Dislocated Workers, Youth Workers and Youth Yes Programs programs
Rancho Santiago WIOA title II Adult Education and Family Adult Education/ Community College Literacy Act {AEFLA) program Literacy and Carl Perkins District Career and technical education {CTE) Career Technical programs at the postsecondary level, No Education authorized under the Carl D. Perkins Career
and Technical Education Act of 2006 {20 U.S.C.
2301 et seq.)
Wagner-Peyser Employment WIOA title Ill Wagner-Peyser Employment Development Services, authorized under the Wagner-Peyser Yes Department (EDD) Act {29 U.S.C. 49 et seq.), also providing the state's public labor exchange.
Employment Jobs for Veterans State Grants {JVSG), Veterans Development authorized under chapter 41 of title 38, U.S.C. Yes Department (EDD)
Employment Trade Adjustment Assistance (TAA),
Trade Act Development authorized under chapter 2 of title II of the Yes Department (EDD) Trade Act of 1974 {19 U.S.C. 2271et seq.) Unemployment Employment Unemployment Insurance (UI) programs under Insurance (UI) Development No Department (EDD) state unemployment compensation laws.
State Department of WIOA title IV State Vocational Rehabilitation Vocational Rehabilitation program authorized under title I of the Rehabilitation Services Rehabilitation Act of 1973 (29 U.S.C. 720 et Yes
seq.)
Temporary Assistance Social Service Temporary Assistance for Needy Families for Needy Families Agency-Family Self- {TANF), authorized under part A of title IV of Yes (TANF) Sufficiency the Social Security Act {42 U.S.C. 601 et seq.) Senior Aid Program Senior Community Service Employment
Senior Aid Program Regions II & Ill Program {SCSEP), authorized under title V of Yes SER-Jobs for the Older Americans Act of 1965 (42 U.S.C.
Progress, Inc. 3056 et seq.)
Job Corps Long Beach Job Corps WIOA Title I C, Jobs Corps No Native American United American Indian Indian and Native American Programs (Section Programs Involvement, Inc. 166) No
Housing & Urban Santa Ana Housing Housing & Urban Development (HUD) Yes Development Authority
Adult Demonstration Orange County Reentry Employment Opportunities (EO) Sheriff's Department programs authorized under sec. 212 of the No Second Chance Act of 2007 (42 U.S.C. 17532) and WIOA sec. 169
EXHIBIT 2
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Docus1gn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 AJCC Partners Location and Map
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Sn:a Ana Col�
3 15D Y. 17th St
Sa.'11a Ana, CA 9l70C.
Collag11 & Worlittrai
"" Pr11p;:m11ian Ginu:r � 1S7.l: N. Main St
Ornngg, CA 92867
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W 1:QB S. Cirard ltwi. �ll Ana, CA 92706
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Attachment 1
Attachment 1
I F.'URI 'EN /IN_ r
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Lor,g Bo.adi. CA 9<E10
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S.1."lt:I Ana, CA 92701
R.im� Education Canta 0 1325 E.. 41h St � 5.mmAna,CA92701 EXHIBIT 2
City Council 7 – 94 7/15/2025
Docusign Envelope ID: 72A91B3B-BEA1-46FE-ACDD-146571B87804 [SANTAANA AJCC Partner Services Attachment 2
SANTA ANA AJCC Partner Services
Service
Partner Name Entity/Program Delivery Career Training Employer Method Title I Adult, DW, Youth City of Santa Ana 1, 2, 3, 4, 6, 7, 8, 10, 11, 12, 13, 14, 15, 1, 2, 5, 7, 9 1,2,3,4,5,6,7,8 FT, T, B, P, 0 16, 17 Adult Education/ Literacy Rancho Santiago 2, 3, 12, 14-15, 17 1, 8 B, P, 0 Community College District Wagner-Peyser Employment Development 1,2,3 ,4,5 ,6 ,8, 9, 10, 17, 1,2,3,4,6,7,8 FT,PT,T,A,B,P, Department (EDD) Veterans (Jobs for Veterans Employment Development 1,2,3,4,5,6,8,9,10,11, 1,2,3,416,7, FT,T,A,B,P State Grant) Department (EDD) 12,13,14,15,16,17 Trade Act (Trade Adjustment Employment Development 1,2,3 ,4, 5 ,6 ,8, 9, 10, 11, 12, 13, 14, 15, 16, 17 1,4,5,8,9 1,2,3,4,6,7,8 PT,T,A,B Assistance) Department (EDD) Unemployment Compensation Employment Development 1,9 8 PT,T,A,B Department (EDD) State Department of 1, 2, 3, 4, 5, 6, 7, 8, 11, 12, 13, 14, 15, DOR Eligible: 1, 1, 2, 4 DOR
Vocational Rehabilitation 2, 3, 4, 5, 6, 7, Eligible: 3, 5, PT, FT Rehabilitation 16,17 8, 9, 8 TANF Social Service Agency- 1,2,3,4,7,8,10,11,12,13, 1,3, 4,7,8 FT,T,A,B,P Family Self-Sufficiency Carl Perkins Career Technical Rancho Santiago 2, 3, 12, 14-15, 17 1, 8 B, P, 0 Education Community College District Senior Aid Program
Regions 11 & 111 SER-Jobs for 1,2,3,4,5,8,11,12, 13,16 1,2,3,7 1,2,3,4,6, 7 PT, T, B Title V Older Americans Act Progress, Inc.
Job Corps Long Beach Job Corps 2 1, 3, 7 T, B, P, 0
Native American Programs United American Indian 1, 2, 3, 4 0, P, B,T (Section 166) Involvement, Inc.
Housing & Urban Housing Authority 2, 3, 4, 8, 10, 15 B, P, 0 Development
1 EXHIBIT 2
City Council 7 – 95 7/15/2025
Docusign Envelope ID: 72A9183B-BEA 1-46FE-ACDD-146571887804 SANTA ANA AJCC Partner Services Attachment 2
CAREER SERVICES: Basic Career Services (BCS) include self-help service services requiring minimal staff assistance and Individualized Career Services (ICS) requiring more staff involvement generally provided to individuals unable to find employment through basic career services, a.rid deemed to be in need of more concentrated services to obtain employment; or who are employed but deemed to be in need of more concentrated services to obtain or retain employment that allows for self-sufficiency.
Basic Career Services
1. Eligibility Determination: This is the process of obtaining and documenting information about an individual's circumstances and comparing that information with the criteria set by an agency or program to decide if the individual qualifies for participation.
2. Outreach, Intake and Orientation: Outreach activities involve the collection, publication, and dissemination of information on program services available arid directed toward jobless, economically disadvantaged, and other individuals. Intake is the process of collecting basic information, e.g., name, address, phone number, SSN, and all other required information to determine eligibility or ineligibility for an individual's program. Orientation, whether offered in a group setting, one-on-one, or electronically, is the process of providing broad information to customers in order to acquaint them with the services, programs, staff, and other resources at the Santa Ana Work Center, or its partner agencies.
3. Initial Assessment: For individuals new to the workforce system, initial assessment involves the gathering of basic information about skill levels, aptitudes, abilities, barriers, and supportive service needs in order to recommend next steps and determine potential referrals to partners or community resources.
4. Job Search, Placement Assistance, and Career Counseling: Job Search helps an individual seek, locate, apply for, and obtain a job. It may include but is not limited to: job finding ski!ls, orientation to the labor market, resume preparation assistance, referrals to job openings, placement services, job search workshops, vocational exploration, and re-employment services such as orientation, skills determination, and pre-layoff assistance. Placement Assistance is a service that helps people to identify and secure paid employment. Career Counseling is a facilitated exploration of occupational and industrial information.
5. Employment Statistics-Labor Market Information: Collect and report data about employment levels, unemployment rates, wages and earnings, employment projections, jobs, training resources and careers; (LMI)
6. Eligible Provider performance and program Cost Information: Collect and provide information on:
A. Eligible training service providers (described in WIOA Section 122) B. Eligible youth activity providers (described in WIOA Section 123) 2 EXHIBIT 2
City Council 7 – 96 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804 [ SANTA ANA AJCC Partner Services
C. Eligible adult education providers ( described in WIOA Title II).
Attachment 2
D. Eligible postsecondary vocational educational activities and vocational educational activities available to school dropouts under the Carl Perkins Act (20 USC 2301).
E. Eligible vocational rehabilitation program activities ( described in Title I of the Rehabilitation Act of 1973).
7. Local Performance Information: Collect and provide information on the local area's recent performance measure outcomes.
8. Supportive Services' Information: Collect and provide information on services such as transportation, child care, dependent care, housing, and needs-related payments that are necessary to enable an individual to participate in employment and training activities.
9. Unemployment Compensation: Ce!leet aaa provide information on filing claims for state benefit payments that protect individuals from economic insecurity while they look for work. Claims may be filed on-line or via telephone available in the Santa Ana Work Center.
10. Eligibility Assistance: Provide guidance to individuals on eligibility for other programs and on financial aid assistance for training and education programs that are available in the local �ea.
11. Follow-Up Services: Services provided to participants who are placed in unsubsidized employment, for not less than 12 months after the frrst day of the employment. These services assist those individuals to maintain employment or qualify for promotions with that employment.
Individualized Career Services
12. Comprehensive and Specialized Assessments: A closer look at the skills levels and service needs that may include:
A. Diagnostic Testing and use of other assessment tools; and B. In-depth interviewing and evaluation to identify employment barriers and appropriate employment goals.
13. Individual Employment Plan Development: Working with individuals to identify their employment goals, the appropriate achievement objectives, and the appropriate combination of services that will help the individual achieve those goals.
14. Group Connseling
3 EXHIBIT 2
City Council 7 – 97 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 [ SANTA ANA AJCC Partner Services Attachment 2
15. Individnal Connseling and Career Planning
16. Case Management: For participants who receive training services under WIOA Section 134(d)( 4). 17_ Short-Term Prevocational Services: Can include development oflearning skills, communication skills, interviewing skills, punctuality, personal maintenance skills, and professional conduct, to prepare individuals for unsubsidized employment or training.
Training Services: Services offered through a training provider to help individuals upgrade their skills, earn degrees and certifications, or otherwise enhance their employability through learning and education. Types of training services include:
I. Occupational Skills Training: An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry, intermediate or advanced levels.
2. On-the-Job Training (OJT): Training by an employer that is provided to a paid participant while engaged in productive work that is limited in duration, provides knowledge or skills essential to the full and adequate performance of the job, and reimburses ihe employer for the costs associated with training ihe OJT trainee often calculated based on a percentage of ihe trainee's wages.
3. Workplace and cooperative education: Programs that combine workplace training wiih related instruction which may include cooperative education programs
4. Training programs operated by the private sector
5. Skills upgrading and retraining: Courses that prepare persons for entrance into a new occupation through instruction in new and different skills demanded by technological changes. These courses train incumbent workers in specific skills needed by that business or industry and ihat lead to potential career growih and increased wages. This includes courses ihat develop professional competencies that are particularly relevant to a vocational/occupational goal. It must be demonstrated ihat the training will result in the workers' acquisition of transferable skills or an industry-recognized certification or credential.
6. Entrepreneurial training
7. Job-readiness training
4 EXHIBIT 2
City Council 7 – 98 7/15/2025
Docusign Envelope ID: 72A91B3B-BEA1-46FE-ACDD-146571 B87804 SANTA ANA AJCC Partner Services Attachment 2
Employer Services:
8. Adult Education and Literacy programs: Services or instruction below the postsecondary level for individuals who are not enrolled or required to be enrolled in secondary school under state law and lack basic educational skills to enable the bdividuals to function effectively in society and on a job, Services include, but are not limited to, one-on-one instruction, coursework, or workshops that provide direction for the development and ability to read, write, and speak b English, compute, and solve problems, at levels of proficiency necessary to function in society or on the job,
9. Customized training: Training that is designed to meet the special requirements of an employer or group of employers and that is conducted with a commitment by the employer to employ an individual upon successful completion of the training and for which the employer pays for a portion of the cost of training.
Santa Ana Work Center services offered to employers include:
1. Employer needs assessment: Evaluation of employer needs, particularly future hiring and talent needs.
2. Job posting: Receiving and fiHing of job openings; searching resumes; providing access to a diverse labor pool.
3. Applicant pre-screening: Assessing candidates according to the employer's requirements and hiring needs; referring candidates based on their knowledge, skills, and abilities relative to the employer requirements.
4. Recruitment assistance: Raising awareness of employers and job openings and attracting individuals to apply for employment at a hiring organization. Specific activities may include posting of employer announcements, provision of job applications, and hosting job fairs and mass recruitment.
5. Training assistance: Providing training resources to enable employers to upgrade employee skills, introduce workers to new technology, or to help employees transition into new positions.
6. Labor Market Information: Access to information on labor market trends, statistics, and other data related to the economy, wages, industries, etc.
7. Employer information and referral: Provision of information on topics of interest to employers such as services available in the community, local trainbg providers, federal laws and requirements, tax information, apprenticeship
8. programs, human resource practices, alien labor certification, incentive programs such as WOTC or the federal bonding program, etc.
9. Rapid Response and Layoff Aversion: Provision of services to prevent downsizing or closure, or to assist during layoff events, Strategies may include incumbent worker training to avert lay-offs, financing options, employee ownership options, placement assistance, worker assessments, establishment of transition centers, labormanagement committees, peer counseling, etc. 5 EXHIBIT 2
City Council 7 – 99 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-145571B87804 [ SANTA ANA AJCC Partner Services Attachment 2
Service Delivery Codes: How will your agency provide the services indicated? Code Method Description
FT On-Site Staff Full Time
PT On-Site Staff Part Time
T Access Via Telephone
A Access Via Automated System
B Brochure/Handout
p Postin!! at One-Stop Center
0 Other
NA Not Annlicable
6 EXHIBIT 2
City Council 7 – 100 7/15/2025
DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 Attachment 3
Santa Ana Workforce Development Board
AJCC Comprehensive Infrastructure and Other Costs Budget 2025-2026 SSA
868.97 SqR
4.50% Percentage
Total
Monthly
Monthly Rent and
Cost Category/ Monthly Property Equipment
Line Item Cost Details Cost Rent Cost
Rent
Base Rent Incl. Janitorial, Maint and Utilities - 2,166.44 2,166.44 CAM Charges - - -
Operational Cost 2% of Rent - - -
Management Fee 1. 76% of Rent - - -
Parking Parking Overages - - -
Total Rent $2,166.44 $2,166.44
Utilities/Maint/Service
Telephone Services Dial Tone and Voice Mail - - -
Shared Phones by usage percentage - -
Security Guard 1040 hrs x $30.18 1040 x $31.69 199.29 - 199.29 Total Utilities/Maintenance $199.29 $199.29
Equipment
Public Computers - - -
Resource Room Computers (21) - - -
Computer Lab Computers (21) - - -
Total Equipment $0.00
**Tech & Access Costs
Access System/Card Key Card System - - -
Data & Phone Cabling Cabling - -
Information Technology Cost Wireless Network Bridge Maintenanc, - - *•"Copiers {Annual) Resource Room used by clients - -
Copy room Copier for staff only - - -
Total Technology and Access $0.00 $0.00
lease & Infrastructure Total $199.29 $2,166.44 $2,365.73 *- Technology ond Access Costs are all based on percentage ***Copiers are leased equipment and are charged by percentage. Additional charge for usage will be calculated and charged EXHIBIT 2
City Council 7 – 101 7/15/2025
DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
APPLICABLE CAREER SERVICES
Sharing Other One-Stop Delivery System Costs
Attachment 3-1
The budget must include "applicable career services" as well as any other shared costs agreed upon by the AJCC partners. While only co-located partners share infrastructure costs, all One-Stop partners must share in other system costs, including applicable career services.
Required Consolidated System Budget for "Applicable Career Services" Summary of Career Services Applicable to Each AJCC Partner The MOU requires identification of the career services that are applicable to each partner program (Attachment 2). Accordingly, this budget includes each of the partner's costs for the service delivery of each applicable career service.
Unlike infrastructure cost sharing, other system costs, including "Applicable Career Services" are not limited to the non-personnel costs and should include all costs related to the administration and delivery of those services.
AJCC Applicable Career Services
Career Services:
• Eligibility Determination ( 1)
• OutJ:each, Intake and Orientation (2)
• Initial Assessment (3)
• Job Search, Placement Assistance, and Career Counseling (4) • Employment Statistics-Labor Market Info1mation (5)
• Eligible Provider perf01mance and program Cost Inf01mation (6) • Local Perfo1mance Information (7)
• Supportive Services' Inf01mation (8)
• Unemployment Compensation (9)
• Eligibility Assistance (10)
• Follow-Up Services (11)
• Comprehensive and Specialized Assessments ( 12)
• Individual Employment Plan Development ( 13)
• Group Counseling (14)
• Individual Counseling and Career Planning (15)
• Case Management ( 16)
• Short-Te1m Prevocational Services (17)
Training
• Occupational Skills Training (1)
• On-the-Job Training (OJT) (2)
• Workplace and cooperative education (3)
• Training programs operated by the private sector ( 4) • Skills upgrading and retrnining (5)
• Entrepreneurial training (6)
• Job-readiness training (7)
• Adult Education and Literacy programs (8)
• Customized training (9)
SAWC
$541,376.00
$484,982.00
EXHIBIT 2
City Council 7 – 102 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 Attachment 3-1
APPLICABLE CAREER SERVICES
Employer Services $209,549.20
• Employer needs assessment (1)
• Job posting (2)
• Applicant pre-screening (3)
• Recruitment assistance (4)
• Training assistance ( 5)
• Labor Market Information (6)
• Employer information and referral (7)
• Rapid Response and Layoff A version (8)
Total Career Service Cost $1,235,907.20
EXHIBIT 2
City Council 7 – 103 7/15/2025
Docus1gn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571B87804 Attachmen1
-
Comprehensive Cost Allocation and Partner Contributions . I . � -"''. "�:�.t-i·:,;z-=�1-f:'::'!;·,S:_.'/§c.:/h
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% of Total Operational Cost Partner
Paid for Based on Monthly Property Monthly Rent + Amount; In- Contributions Partner Program Office Sharing/ Square Rent• CAM Charges and Management Monthly Charges and Charges Kind Yearly Career Footage Fees
Payment Ratio Services••
EDD 9345.17 48.37% $ 23,298.59 $ 876.03 $ 5,296.20 $ 29,470.82 $ 1,493,317.04 Santa Ana WORK Center (City of Santa Ana) 5895.52 30.51% $ 14,698.20 $ 1,361.66 $ - $ 4,224.43 $ 20,284.29 $ - $ 1,235,907.20 Department of Rehabilitation 161.93 0.84% $ 403.71 $ 13.69 $ 98.62 $ 516.02 $ - $ 2,945,349.48 Social Services Agency-Family Self-Sufficiency 868.97 4.50% $ 2,166.44 $ 199.29 $ 2,36S.73 $ 800,000.00 Santa Ana Housing Authority 485.93 2.52% $ 1,211.48 $ 41.07 $ 171.03 $ 1,423.59 $ 82,290.00 SER Jobs for Progress 324.00 1.68% $ 807.77 $ 27.39 $ 197.2S $ 1,032.41 $ 2,945,349.48 Rent Stabilization Division 1915.48 9.91% $ 4,775.51 $ 161.91 $ 523.76 $ 5,461.18 $ 225,000.00 Santa Ana Public Library 324.00 1.68% $ 807.77 $ 27.39 $ 131.68 $ 966.84 $ 1,511,191.70 Total Rcntable Space 19321.00 100.00% $ 48,169.47 $ 1,633.11 $ 876.03 $ 10,842.26 $ 61,520.88 $ - $ 6,556,863.72 Revised 2/27/25 11:54:46 AM
EXHIBIT 2
City Council 7 – 104 7/15/2025
DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 ll'l�UK/il'll,t. ,�v I l"IC.'-'11.JmLv
WORK MAY PROCE.:D A-2017-264-02A
CITY CLmK
DATE:
·.e,DA('Z')l�v)
De..½oc�V"I� l
FIRST AMENDMENT TO OFFICE LEASE BETWEEN
SANTA ANA CA I SGF, LLC AND THE CITY OF SANTA ANA
THIS FIRST AMENDMENT TO OFFICE LEASE (this --First Amendment'") is entered in Lo as of Jv0 c. C,, , 2013 (the ·'Effective Date'') by and between SANTA ANA CA I SGF, LLC, a Delaware limited liability company ( .. Landlorcl"), and TI-IE CITY OF SANTA ANA. a charter city and municipal corporation ('·Tenant").
WlTNESSETH:
WHEREAS. Landlord, as successor-111-1ntcrest Lo CF SANTANA. LLC. a Delaware limited liability company, and Tenant entered into that certain Oflice Lease No.A-2017-264 dated October 7. 2017. Tenant Estoppel Certificate No. A-2017-264-0 I dated February 8, 2018, ant.I Exhibit B Notice of Lease Term Dates No. A-20 I 7-?.64-0?. dated February 16. 2018 (hereinafter collectively relerrecl to as the '·Lease''), pursuant lo which Landlord leased to Tenant and Tenant leased f
rom Landlord that certain premises identified as Suite 200 containing approximately 19,321 rentable square l"'eet or office space (the '·Premises") in the building located al 80 I Civic Center Drive. Santa Ana, CA 92701 (the "Buildi,ur'');
\VHEREAS, Landlord and Tenant desire to amend the Lease to set a new Term of the Lease. subject to the terms and conditions set forth herein.
NOW, THEREFORE. in consideration of the aforesaid premises and the other agreements and covenants hereafter set forth and for other good and valuable consideration. the receipt ol·which is hereby acknowledged. the parties do hereby agree as follows:
I. Incorporation of Recitals. The above recitals are hereby incorporated into this First Amendment as if fully set forth herein. As used herein the term --Lease•· shall mean the Lease as amended by this First Amendment.
2. Ddinitions. All capitalized terms used in this First Amendment shall have the meanings assigned to them in the Lease unless otherwise specified herein.
3. Tenn. The Initial Term as defined by Section 3, Basic Lease Provisions, of the Lease is hereby for a period ot'One Hundred Twenty ( 120) l"i.ill calendar months, commencing on July I. 2023 and expiring on June .30, 2033 (the ·'Term'').
Tenant shall have the right to extend the Term for two (2) sixty (60) month periods. in accordance with Section J.2.2, Standard Lease Provisions. of the Lease. -1-. Base Rent. Commencing on July I. 2023, Tenant shall pay Base Rent in the follo\ving amounts:
Monthly lnslallment Annual Rental Rate
Dates Annual Base Rent of Base Rent ger RSF
7/1/2023 - 6/30/202-1- $544,852.20 $45,404.35 $2.35
5910216.11
EXHIBIT 2
City Council 7 – 105 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-AGDD-146571 B87804 7/1/2024-- 6/30/2025 $561,197.77 $46,766.48 $2.42
7/1/2025-6/30/2026 $578,033.70 $48,169.47 $2.49
7/l/2026-6/30/2027 $595.374.71 $49.614.56 $2.57
7/1/2027- 6/30/2028 $6] 3,235.95 $51.103.00 $2.64
7/1/2028 - 6/30/2029 $631,633.03 $52,636.09 $2.72
7/1/2029- 6/30/2030 $650,582.02 $54.215.17 $2.81
7/l/2030-6/30/2031 $670.099.48 $55,841.62 $2.89
7/1/2031 -- 6/30/2032 $690.202.47 $57.516.87 $2.98
7/1/2032-6/30/2033 $7 I0,908.54 $59,242.38 $3.07
5. Base Year. The "Base Year'' is hereby amended to reflect calendar year 2023.
6. Subsection 14.1, Waiver of Liability and Indemnification, of the Standard Lease Provisions, is hereby amended as follows:
Except to the extent caused by the grnss negligence of Landlot'd or its agents, contractors or employees, Tenant het·eby waives all claims and causes of action against Landlord and all crfthe other Lancllo1·d Pm1ies for any dan1age to persons or property (including, without limitation, loss of profits and intangible, propeity) in any way re.lating to Tenant's use and occupancy of the Premises from any cause whatsoever, including, without limitation fire, explosion, foiling plaster, steam, gas, air contaminants or emiss.ions, electricity, electrical or electronic emanations or disturbance, water, rain or snow or leaks f rom any part the
Building or from the pipes, app.liances, equipment 01· plumbing works 01· from the roof, street or sub-surface or from any other place or caused by dampness, vandalism, malicious mischief. Tenant shaU indemnify, defend, prntect and hold harmless Landlord and each of the Landlord Parties from and against any and all Claims that arise out ot; are occasioned by or are in any way attributable to: (a) the use or occupancy of the Premises or any portion of the Project by Tenant, (b) the acts or omissions of Tenant or any Tenant Party, (c) any default of this Lease by Tenant, or (d) any litigation or other proceedings between Tenant and any third party; provided that Tenant shall not be required to so indemnify, defend or hold Landlord or any of the other Landlord Parties harm less to the extent that any such Claims arise out of the gross negligence or willfol misconduct of Landlord, its agents or employees.
7. Tenant Improvements. Landlord consents to (but does not require) Tenant's completion of certain improvements to the Premises (collectively, the "Tenant lmprovements"), subject to the terms and conditions of Exhi.ru.L/\, attached hereto and made a part hereof.
8. As-LL Con£lition. Tenant accepts the Premises in its "AS-IS, WHERE-IS" condition as of the Effective Date, and Landlord makes no representation or warranty concerning the condition of the Leased Premises and has no obligation to constmct, remodel, improve, repair, decorate or paint the Premises or any improvement on ot' a part of the Premises, except as may be otherwise set forth in the Lease. Tenant represents that (a) it has been in possession of the Premises pursuant t:o the Lease, (b) it has inspected the Premises prior to execution ofthis First Amendment, (c) it is not relying on any statement, representation or warranty of Landlord, its employees or agents, and (d) is folly satisfied with the condition of the Premises. 2 5910216.11
EXHIBIT 2
City Council 7 – 106 7/15/2025
Docuslgn Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804
9. following:
Parking. Section 2.3.2(c}(ii) is hereby deleted in its entirety and replaced with the "Notwithstanding the foregoing, each calendar month during the Term, Landlord shal l provide to Tenant, without charge: (A) a number of Short Term Project Parking Validations (defined below) equal to the product of thirty (30) and the number of days in such calendar month (during the Term} and (B) a number of Long Term Prnject Parking VaLidations (defined below) equal to the product of one hundred eighty (1 80) and the number of days in such calendar month (duri11g the Term), in each case to be used only by Tenant's Business Customers for parking in the Parking Facilities without charge; provided that (x) Landlord shall not, at any time during the Term, be required under this Section
2.3.2(c)(ii) to provide a number of Project Parking Validations in any calendar month in excess ofa number equal to the product of two hundred ten (210} and the number of days in such calendar month (during the Tenn) and (y) any Project Pal'king Validations provided by Landlord with respect to any particular calendar month that are not used during such calendar month shall, at the election of Landlord, either: ( I) become null and void (and be returned to Landlord) or (2) be credited against Landlord's obligations to provide Project Parking Validations under this Section 2.3.2(c)(ii) for subsequent calendar months. No Project Parking Validations provided by Landlord to Tenant under this Section 2.3.2(c)(E) shal l be used to accommodate parking, without charge, by any particular Tenant's Business Customet·(s), for a period in excess of three (3) hours on any day without Lancllot·d's prior appmval (and Tenant shall not provide any particular Tenant's Business Customer more than one Project Parking Validation on any particular day). "Short Term Project Parking Validations" means Pmject Parking Validations permitting Persm1s using such Project Parking Validations to park in the Parking Faci l ities for up to twenty (20) minutes without charge. "Long Term Project Parking Validations" means Project Parking Validations permitting Persons using such Project Parking Validations to park in the Parking Faci lities for up to one (I) .hour without charge."
10. l:'./.QJ)efault. Each of Landlord and Tenant hereby affirm to each other that as of the Effective Date no breach, default, event of default, or othe1· act, error, or omission which, with the giving of notice or passage of time or both would conslittite a breach, default, or event of default by such party has occurred and is continuing under the Lease beyond any applicable notice or cure period.
11 . At1irmation of Lease Tenn.§. Except as rnodif
led by this First Amendment,
Landlord and Tenant hereby ratify the Lease and agree that the Lease shal l remain unchanged and shall continue in foll force and effect. In the event there is any conflict between the terms of the Lease and the terms set forth in th is First Amendment, the terms specifically set out in this First Amendment shal.l contl'O
I. From and after the Effoctive Date, any and all references to "the Lease" or "this Lease" in the Lease shall mean the Lease as modi f
ied by this First Amendment.
[2. Mutual Authorization ReRrnse11tation. Each of Landlord and Tenant hereby represer1t and warrant to each other that: (a) this First Amendment (and each term and provision hereat) has been duly and appropriately authorized and executed by such party through proper written corporate or limited liability company action and approval; and (b) no additional consent, agreement, or approval is required with respect hereto. 3 5910216. 11
EXHIBIT 2
City Council 7 – 107 7/15/2025
Docusign Envelope ID: 72A9183B-BEA 1-46FE-ACDD-1 46571 887804 I 3. ,Brokerage. Landlord and Tenant eacl1 represent that they had no dealings with any real estate broker, finder, or other person with respect to this First Amendment in any manner, other than Lee & Associates Newport Beach, Inc. representing Tenant ("Tenant's Broker") and Newmark representing Landlord ("Landlord's Broker" and collectively with Tenant's Broker, the "Bt·okers"). Landlord shal l pay Brokers a leasing commission in connection with this First Amendment pursuant to separate agreement. Tenant shall indemnify and hold Landlord harmless from any cost, expense or liabil ity (including costs of suit and reasonable attorney's fees) for any compensation, commission m· fees claimed by any other real estate broker or agent in connection with this First Amendment or its negotiation by reason of the act of Tenant. Landlord shall indemnify Tenant and hold Tenm1t harmless from any cost, expense or liability (including costs of suit and reasonable attorney's fees) for any compensation, commission or fees claimed by any real estate bmker or agent in connection with this First Amendment or its negotiation by reason of the act of Land lord.
14. .Miscellaneous. The submissi on of an unsigned copy of this First Amendment to Tenant shall not constitute an offer. This First Amendment (a) shall be binding upon an inure to the benefit of the parties hereto and their respective successors, heirs, legal representatives and assigns, (b) may be executed in two or more counterparl�, all of which together shal l constitute but one and the same agreement, ( c) shall be governed by and constrned in accordance with the laws of the State of California and both parties further agree that Orange County, California, shall be the venue for any action or proceediug that may be brought or arise out ot; in connection with or by reason of this Agreement, (d) shall constitute the entire agreement between the parties relating to the subject matter hereof; al l prior negotiations, agreements, and understandings (not including the Lease, as amended), whether oral or written, being hereby superseded and terminated, and (e) shall become effoctive and binding only upon execution and delivery by both Landlord and Tenant.
The execution of facsimiles, including the use of electron ic signatures, of this First Amendment shall be binding on the parties hereto.
17. E-SIGN and Counterparts. Landlord and Tenant agree: (a) that a party's electronic signature with respect to this Lease has been executed or adopted by the signatory with the intent to sign, and be bound by, this Lease; (b) delivery of this Lease via electronic transmission or otber electronic means shall be valid del ivery for all purposes; (c) this Lease and any additional information incidental hereto may be maintained as electronic 1·ecords; (d) photocopies, facsimile transmissions, electronic images and other copies of this Lease and/or its signature pages, shall be valid, binding, effective and enforceable the same as originals for al l purposes, and may be so admitted in any judicial pt'oceeding, regulatory proceeding or arbitration, and in making proof of this Lease it shall be unnecessary to produce the original hereof or any or all original signature pages; and (e) each party agrees to take any and al l reasonable actions, ifimy, as may be necessary 01· as may be reasonably requested by any other party to this Lease to further evidence such party's intent to be bound by the provisions of this Lease and to ensut'e compliance with the provisions of the Electrnnic Signatll!'es in Global and National Commerce Act, 15 U.S.C. §§ 700 1., et seq .. the Uniform Electronic Transactions Act as incorporated into applicable law, and any other applicable law pertaining to electronic signatures.
JRemai11der of Page Intentionally Blank: Signature Page Follow,�]. 4 59 10216.11
EXHIBIT 2
City Council 7 – 108 7/15/2025
DocusIgn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 IN WITNESS WHEREOF. l.andlorcl and Tenant have executed this First Amendment to be effective as of the date first set forth above.
ATTEST:
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
RECOMMENDED FOR APPROVAL:
Mike Garcia
Executive Director
Community Development Agency
CITY OF SANTA ANA (TENANT):
��LW
Kristine Ridge
City Manager
LANDLORD:
SANTA ANA CA I SGF. LLC.
a Delaware limited liability company
By �u (d- ltc,;114,,///A
Nam • J)(?
ilt-l. {,c,1<"
1,'
4u: ,_
Title: /Ji,-..((,, . v, ..
;/n"
:1 _ .1
� �,;.,, }
11a/4 , v
Mike Garcia - E.xeculive Director Community Development Agency [SIGNATURE PAGE TO FIRST A1\IIENDMENT TO OFFICE LEASE]
591021 r,. I I
EXHIBIT 2
City Council 7 – 109 7/15/2025
Docusign Envelope ID: 72A91B3B-BEA 1-46FE-ACDD-146571 B87804
EXHIBITA
WORK LJITTER
THIS WORK LJn'TER (this ".Work Letter") is attached to and incorporated into the First Amendment. Supplementing the provisions of the Lease (as amended by the First Amendment), but without limiting those provisions, Landlord and Tenant agree as follows with respect to the Tenant Improvements to be installed in the Premises.
1. Purposjl. This Work Letter establishes responsibilities for the design and construction of the Tenant Improvements as well as the allocation of the costs of the Tenant Improvements. The terms, conditions, and requirements of the Lease, except where clearly inconsistent 01· inapplicable to this Work Letter, are incorpot'ated into th.is Work Letter.
2. Definitions. The following defined terms used in this Work Letter shall have the meanings set forth below. Unless provided to the contrary herein, any other capitalized term that is not defined in this Work Letter shall have the meaning given to that term in the Lease. (a) "Approved Working Drawings" is defined in Section 3(c). hereof. (b) ''Building Systems" means the structurnl portions of the Building, the common area restrooms, elevators, the Build·ing's I-N AC, mechanical, electrical, plumbing, and fire and life safety systems and equipment (including, but not limited to, the fire alarm and fire sprinklet's).
(c) "Contractor" means the general contractor engaged by Landlord for performance of the Landlord Work pursuant to �J.'ction 4 hereof. (d) "Cost Proposal" is defined in Section 5(a) hereof.
(e) "Days" 1m1ans, unless otherwise indicated, calendar days. (t) "Landlord Coordination .Fee" means a fee equal to five percent (5%) of the hard and soft. costs of the Landlord Work charged by Landlord for its services in managing the design and construction of the Tenant Imprnvements, and such fee will be included in the cost of the Landlord Work and deducted from the Tenant Allowance. (g) ''Landlo1·d's Representative" means Dana Duarte as the only person authorized to act for Landlord pursuant to this Work Lelter. Tenant shall not be obligated to respond to or act upon any request, approval, inquiry or other communication from or on behalf of Landlord in connection with this Work Letter unless such communication is in writing from Landlord's Representative. Landlord may change the Lancllord's Representative at any time upon not less than five (5) days' advance written notice to Tenant.
(h) "Landlord Work" means all work necessat-y and appropriate to complete the Tenant Improvements in accordance with this Work Letter and the Lease. (j
5910216.11
EXHIBIT 2
City Council 7 – 110 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD·146571 B87804 (i) ·'Over-Allowance Amount" is defined in Section l0(d) hereof. (j) "Permits" is defined in Sei;tion 6(a) hereof
(k) "Puncll List Work" means those minor corrections of construction or decoration details, and minor mechanical adjustments, that are requi!'ed to cause any applicable portion of the Tenant Improvements as constrncted to conform to the Approved Plans in all material respects and that do not materially interfere with Tenant's use or occupancy of the Building and the Premises.
(I) "Space Plan" is defined in Sectio1J.lill hereof.
(rn) "Space Plan Allowance" shall be Zero and 15/100 Dollars ($0.15) per rentable square foot of the Premises (i.e., up to $2,898.15), based on 19,321 rentable squai-e foet of the Premises, and shall be included in the Tenant Allowance and cleducted therefrom.
(n) ''Snbsta.ntial Completion" of the Tenant Improvements shall be deemed to have occurred on the dale that: (i) all Landlord Work has been performed in accordance with the terms of this Work Letter, other than any Punch List Work; and (ii) if required, Landlord has obtained and delivered to Tenant a permanent or temporary certif icate of
occupancy ("COO") with respect to the Premises, except to the extent the same cannot be obtained by reason of the incompletion of installations or other work that is the responsibility of Tenant (such as, but not limited to, the installation and making operational of Tenant's systems and telecommunications equipment), in which case Landlord shall obtain the same within a reasonable time after the same can be obtained. (o) "Tenant Allowance" shall be Twenty-Eight and 00/100 Dolliu·s ($28.00) per rentable square !bot of the Premises (i.e., up to $540., 988.00), based on 19,321 rentable square feet of the Premises.
(p) "Tenant Contractor" or "Tenant Contracto1-s" means any employees, agents, contractors, consultants, subcontractors, mechanics, suppliers and invitees of Tenant, whether or not directly employed by Tenant, each of whom shall be reasonably approved by Landlord before they may work in the Building. 59!0216.11
(q) "Tenant Delay" means a delay caused by any of the following:
(i) Tenant's failure to timely approve the Working Drawings or any other matter requiring Tenant's approval;
(ii) a breach by Tenant of the terms of this Work Letter or the Lease; (iii) Tenant's request for changes in any of the Working Drawings, but only if such a request actually causes a delay to Substantial Completion of the Premises;
7 EXHIBIT 2
City Council 7 – 111 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 (iv) Tenant's requirement for: (A) materials, components, finishes, or improvements which are difforent from, or not included in, Landlord's standard tenant improvement items for the Building (which have been provided to Tenant and of which Tenant acknowledges receipt); or (B) materials that are not available in a commercially reasonable time given the estimated date of Substantial Completion of the Premises, but only to the extent that such a requirement actually causes a delay to Substantial Completion of the Premises; or (v) any othel' acts or omissions of Tenant, or of any of the Tenant Contractors, their agents, or employees that continue more than one (I) day after written notice thereof by Landlord.
(l') "Tenant l?F&E Allowance: means a portion of the Tenant Allowance in the amount of up to Ten and 00/100 DoUarn ($10.00) per rentable square foot of the Premises (i.e., up lo $193,210.00), which Tenant may use for Tenant's furniture, fixl1.1res and equipment to be purchased and installed in the Premises and any costs of data cabling and TT infrastrncture in connection with Tenant's furniture, fixtures and equipment. (s) "Tenant's Representative" means the Executive Director, Community Development, or the Economic Development Manager or their designee (either such individual acting alone) as the only person[s] authorized to act for Tenant pursmmt to this Work Letter. Landlo1·d shall not be obligated to respond to or act upon any request, approval, inquiry, 01· other communication from or on behalf of Tenant in connection with this Work Letter unless such communication is in writing from Tenant's Representative.
Tenant may change the Tenant's Representative[s] at any time upon not less than five (5) days' advance written notice to Lancllord.
(t) ·'Working Drawings" is defined in SectiQ!Ll.021 hereof.
3. Plan Approval.
(a) Prior to commencement of the Landlord Work, Landlord and Tenant shall approve detaHed space plans (collectively, the "Space Plan") for the construction of the Tenant Improvements, which space plans shall be prepared by Landlord's arch.itect and subject to Tenant's reasonable approval within ten (10) days after receipt thereof. (b) Promptly following Tenant's approval of the Space Plan, Landlord shall cause its architect and engineers to prepare and deliver to Tenant detailed specifications and engineered working drawings for the Tenant Lrnprovements shown on the Space Plan, with such modifications to the Space Plan as shall be necessary to comply with the requirements of the Building Systems of the Building (the "Working I>rawiugs"). (c) Tenant shall approve or disapprove the Working Drawings in writing within fourteen (14) business days after receipt. Tenant may only disapprove the Working Drawings to the extent such Working Drawings are inconsistent with the Space Plan and only if Tenant delivers to Landlord, within snch fourteen (14) business day period, specif ic
changes proposed by Tenant which are consistent with the Space Plan. If any such revisions are timely and properly proposed by Tenant, Landlord shall cause its architect and 8 5910216.11
EXHIBIT 2
City Council 7 – 112 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 engineers to revise the Working Drawings to incorporate such revisions and submit the same f-or Tenant's approval in accordance with the foregoing provisions, and the parties shall follow the foregoing procedures for approving the Working Drawings untLI the same are tinally approved by Landlord and Tenant. Upon Landlord's and Tenant's written apprnval of the Working Drawings, including any agreed changes pursuant to Sections 5 and 6, the same shall be known as the "Approved Working Drawings".
4. Co11strnctio11 Contracts. Landlord shall enter into a construction contract for the performance of the Landlord Work with the Contractor. Landlord shall use commercially reasonable efforts to obtain at least three (3) bids from each trade (otherthan mechanical, electrical, plumbing, and fire/life safety, for each of which Landlord shall require all work to be performed by Landlord's approved subcontractor for such trade) and shall select the lowest qualified bidder unless otherwise approved by Tenant in writing. Landlord shall require its Contractor to exercise reasonable etforts to avoid disruption of Tenant's business and to protect the health & safety of Tenant, its employees and its guests. This shall include, at a minimum, using all feasible methods to minimize danger, noise, vibration, :fumes, dust and other pollution, and to the extent practicable, perform work outside ofnonnal business hours.
5. Cost Estimate.
(a) Landlord shall provide Tenant with a cost proposal in acconlance with the Approved Working Drawings, which cost pi-oposal shall include, as nearly as possible, the cost of the Tenant Improvements {the "Cost Proposal"). The Cost Proposal shall be provided to Tenant on an open book basis (i.e., Landlord shall make available to Tenant the economic terms of the constrnction agreement with the Contractor (including, without limitation, the cost of labor and materials, contrnctot· fees and permit fees), as well as all bids received by Landlord for the Landlord Work, and reasonable documentation suppOl'ting Landlord's estimate of plan preparation costs and all other costs of the Landlord Work).
(b) Within ten (I 0) days of the receipt of the same, Tenant shall i:ither: (i) approve the Cost Proposal; or (ii) have a one-time right to propose modifications to the Working Drawings so that the Cost Proposal does not exceed the amount of the Tenant Allowance. With the exception of the City's one-time right to modify as provided in this section, any proposed changes to the Working Drawings (other than changes that make the Working Drawings conform to the Space Plan) shall be subject to Landlord's approval, which approval shall not be unreasonably withheld, conditioned, or delayed. lf Landlord approves the proposed revisions: (A) Landlord shall have the Working Drawings revised in accordance with the approved 1·evisions; and (B) Landlord shall submit a revised Cost Prnposal to Tenant. Tenant shall notify Landlord in writing within ten (10) days whether it desires to proceed with such revisions. If Tenant fails to approve such revisions and revised Cost Pt·oposal within such ten (lO) day period; such failure shaJI be deemed to be a Tenant Delay. Any delays arising from further changes to the Working Drawings requested by Tenant shall be deemed to be Tenant Delays.
{ c) Tenant's final written approval of the Cost Proposal and the Approved Working Drawings shall be authorization by Tenant for Landlord to purchase all materials 9 59!02Hi.ll
EXHIBIT 2
City Council 7 – 113 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 set forth in the Cost Proposal and to promptly commence the constmction of the Tenant lmpmvements in accordance with the Approved Working Drawings.
6. Performance of the Landlord Work.
(a) Landlord shall cause the Contractor to obtain al.I applicable building permits fo1· construction of the Landlord Work (collectively, the "Permits"), and to perform the Landlord Work in a good and workmanlike manner and in compliance with the Permits and all applicable Laws in effect at the time of construction. All costs associated with obtaining Permits will be deducted from the Tenant Allowance. {b) rf any local governmental agency requires revisions to the Approved Working Drawings, Tenant shall be deemed to have approved any adjustments to the Approved Working Drawings and the Cost Prnposal resulting therefrom. Tfany Authority issuing Permits for the construction of the Tenant Improvements shall impose terms or conditions upon the construction thereof that: (i) are inconsistent with Landlord's obligations hereunder; (ii) increi�se the cost of constructing the Tenant Jmprovements; or (iii) will materially delay the construction of the Tenant Improvements, Landlord and Tenant shall reasonably and in good faith seek means by which to mitigate or eliminate any such adverse terms and conditions.
7. Change Requests. No changes to the Approved Working Drawings or the agreed Cost Proposal may be made without the prior written consent ofLandlord, which consent may be withheld in Landlord's sole discretion. TfTe11a11t requests a change that would directly or indirectly delay the Substantial Completion of the Tenant Improvements, Landlord shall not be obligated to make such change unless Tenant agrees in writing that such delay (in the amount reasonably determined by Landlord) is a Tenant Delay. lfTenant requests a change to the Approved Working Drawings that increases the agreed Cost Proposal, Landlord shall not be obligated to make such change unless Tenant agrees in writing to pay any such increase in costs in accordance with Section LO.
8. Substantial Completion. When Landlord's architect certifies that the Landlord Work is Substantially Complete, Landlord shall notify Tenant thet·eof in writing. Tenant's Representative and Landlord's Representative shall at a mutually convenient date and time [but: in no event later than ten (I 0) days after such notice] conduct a joint walk-through of the Premises in order to review the Tenant Improvements. Based upon said walk-through, Landlord's Representative and Tenant's Representative shall prepare a list of Punch List Work and, subject to Force M!\jeure, Tenant Delays and other causes beyond Landlord's reasonable control, Landlord shall complete the Punch List Work items within thirty (30) days fffter such joint walk-through. In the event of any dispute as to whether Landlord !ms Substantially Completed the Tenant Improvements, the City will be affimled an opport1mity to provide input before the Landlord's architect renders a !foal decision on the dispute. The decision of Landlord's architect shall be final and binding on the parties. Tenant agrees that, at the request of Landlord from time to time after the initial inspection, Tenant shall initial such punch list or execute revised lists of Punch List Work to reflect completion or partial completion of prior Punch List Work. 5910216.11
EXHIBIT 2
City Council 7 – 114 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
9. Access by Tenant. Subject to the terms hereof and provided that Tenant and its agents do not interfere with the Contractor's work in the Building and the Premises, Landlord shall allow Tenant and any of the Tenant Contractors access to the applicable potiions of the Premises at least ten (10) days prior to the Substantial Completion of the LandloJ'd Work for the purpose of installing equipment and/or fixtures (including Tenant's data and telephone equipment) and Tenant's furniture in the Premises. Prior to Tenant's entry into the Premises, Tenant shall submit a schedule to Landlord and the Contracto1·, for their approval, which schedule shall detail the Tenant Contractors accessing the Premises and the timing and purpose of such entry. Tn connection with any such entry, Tenant acknowledges and agrees that all Tenant Contractors shall fully cooperate, work in harmony with and not, in any manner, materially interfere with Land.lord or Landlord's contractors (including the Contractor), agents, 01· representatives in performing work in the Building and the Premises, or in performing any inspections, or interfere with the general operation of the Building. If at any time any of the Tenant Contractors sha11 not be cooperative or shall otherwise cause or threaten to cause any such disharmony OJ' interforence, including, without limitation, labor disharmony, and Tenant fails to irnmediaJely institute and maintain corrective actions as directed by Landlord, then Landlord may revoke Tenant's enti·y rights (as to an individual Tenant Contractor, or as to all Tenant Contractors, as Landlord shall deem appropriate).
Tenant acknowledges and agrees that any sm;h entry into and occupancy of the P1·emises or any portion thereof by Tenant or any Tenant Contractor shall be deemed to be subject to all the terms, covenants, conditions, and provisions of the Lease, excluding only the covenant to pay Rent (until the occtu't'ence of the Lease Commencement Date).
10. Cost Allocntion.
(a) Provided this Lease is in full Jbrce and eftect, and Tenant is not in default thereunder beyond any applicable notice and cure period, Landlord shall pay (i) the costs of Space Plan in an amount up to, but not exceeding, the Space Plan Allowance, and (ii) the costs of the Tenant Work in an amount up to, but not exceeding, the Tenant Allowance.
Landlord shall deduct the Landlord Coordination Fee of the Tenant Improvements from the Tenant Allowance.
(b) Tn no event shall Landlord be obligated to pay for the costs of any of Tenant's forniture, computer systems, telephone systems, equipment, or other personal property (whether or not such items may be depicted on the Approved Working Drawings) that exceed the Tenant FF&E Allowance. Eligible costs that exceed the Tenant FF&E Allowance shall be borne by Tenant.
(c) In the event that all costs associated with the Space Plan and design, permitting, and construction of the Tenant Improvements, including the Landlord Coordination Fee, exceeds the Space Plan Allowance and/or the Tenant Allowance, as applicable, the amount of such excess (the "Over-Allowance Amo1111t") shall be paid by Tenant to Landlord within thirty (30) days fo11owing delivery of an invoice by Landlord.
Tenant shall not be responsible for the Over-Allowance Amount if caused by Landlord or Landlord Contractor's own negligence, willful misconduct, or delay. 11 59!0216.11
EXHIBIT 2
City Council 7 – 115 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 (cl) Tenant shall not be entitled to receive (in cash or as a credit against any rental or otherwise) any portion of the Tenant Allowance not used to pay for the costs of the design, permitting, and construction of the Tenant Improvements.
11. Miscelhmcous.
(a) All Tenant Improvements to be performed by Landlord (and any installations in the Premises as set forth in the Approved Working Drawings, or otherwise) shall use Building-standard specifications, materials, On.ishes, and supplies, unless otherwise specified in the Approved Working Drawings. Landlord, in its sole discretion, may substitute items, materials, or finishes with other items, materials, or finishes o:f comparable kind and quality. Landlord, at its sole option, may also change mechanical plans and specifications where necessary for the installation or modification ofthe Building Systems to accommodate the Tenant Improvements, provided that any such changes shall not materially and adversely affect Tenant's use and occupancy of tbe Demised Premises for the Permitted Use.
(b) Tenant acknowledges that the timely completion of the Tenant Improvements is of the utmost importance to Landlord and Tenant. Acco1·dingly, Tenant hereby agrees to fully and diligently cooperate with all reasonable requests by Landlord in connection with or related to the design and constrnetion of the Tenant Improvements and the completion of the permitting pmcess and, in connection therewith, Tenant shall respond to LandlO!'d's requests for Information and/or approvals, except as specif ically set fo11h
herein to the contrary, within two (2) days following request by Landlord. Landlord and Tenant, and such other parties as may be L1seful or appropriate, shall meet on a scheduled basis to be determined by Landlord's Representative and Tenant's Representative, to discuss progress in connection with the same.
(c) If at any time on or before the Substantial Completion of the Landlord Work, Tenant is in default under this Work Letter or under the Lease, which default remains uncured alter the expiration of applicable notice and cure periods, then: (i) in addition to all other rights and remedies granted to Landlord pursuant to the Lease, Landlord shall have the right to instruct the Contractor to cease the construction of the Landlord Work (in which case, Tenant shall be responsible for the Tenant Delay caused by sueh work stoppage); and (ii) all other obligations of Landlord under the terms of this Work Letter shall be suspended until such time as such default is fully and finally cured. (d) Landlord hereby assigns to Tenant all warranties by Contractor relating to the Tenant Improvements, which assignment shall be on a non-exclnsive basis such that the war
ranties may be enforced by Landlord and/or Tenant; such warranties shall be for a twelve ( 12) month period.
(e) Any portion ofthe Tenant Allowance not used within thirty-six (36) 111rn1ths of the Effective Date of this First Amendment shall be forfeited with no further obligation by Landlord with respect thereto. In no event shall Tenant be entitled to apply any unused portion of the Tenant Allowance towards future payments of Base Rent and/or, except as expressly set forth herein, purchase of Tenant's farnitme, fixtures and equipment. 12 5910216. l I
EXHIBIT 2
City Council 7 – 116 7/15/2025
Docusign Envelope ID: 72A91838-BEA 1-46FE-ACDD-146571887804 ATTACHMENT 6
STATE PRIVACY AND SECURITY PROVISIONS
1. DEFINITIONS
For the purpose of this Agreement, the following terms mean:
a. "Assist in the Administration of the Program" means performing administrative functions on behalf of programs, such as determining eligibility for, or enrollment in, and collecting PII for such purposes, to the extent such activities are authorized by law. b. "Breach" refers to actual loss, loss of control, compromise, unauthorized disclosure, unauthorized acquisition, unauthorized access, or any similar term referring to situations where persons other than authorized users and for other than authorized purposes have access or potential access to PII, whether electronic, paper, verbal, or recorded.
c. "Contractor Staff" means those employees of the contractor/subcontractor, vendors and agents performing any functions for the county that require access to and/or use of PII and that are authorized by the county to access and use PII. d. "PII" is personally identifiable information that is obtained through the MEDS or IEVS on behalf of the programs and can be used alone, or in conjunction with any other reasonably available information, to identify a specific individual. The PII includes, but is not limited to, an individual's name, social security number, driver's license number, identification number, biometric records, date of birth, place of birth, or mother's maiden name. The PII may be electronic, paper, verbal, or recorded. e. "Security Incident" means the attempted or successful unauthorized access, use, disclosure, modification, or destruction of PII, or interference with system operations in an information system which processes PII that is under the control of the county or county's Statewide Automated Welfare System (SAWS) Consortium, or CalWIN (California Welfare Information Network), or under the control of a contractor, subcontractor or vendor of the county, on behalf of the county. f. "Secure Areas" means any area where:
i. Contractor Staff assist in the administration of their program; ii. Contractor Staff use or disclose PII; or
iii. PII is stored in paper or electronic format.
1 EXHIBIT 2
City Council 7 – 117 7/15/2025
Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
2. PRIVACY AND CONFIDENTIALITY
a. The County staff, contractors, subcontractors and vendors, covered by this Agreement may use or disclose PII only as permitted in this Agreement and only to assist in the administration of programs in accordance with 45 CFR § 205.50 et. seq and Welfare and Institutions Code section 10850, and Section 14100.2 ofthe Welfare and Institutions Code, Section 431.300 et. Seq. of Title 42 Code of Federal Regulations, or as authorized or required by law. Disclosures, which are authorized or required by law, such as a court order, or are made with the explicit written authorization of the individual, who is the subject of the PII, are allowable. Any other use or disclosure of PII requires the express approval in writing by County of Orange. No Contractor Staff shall duplicate, disseminate or disclose PII except as allowed in this Agreement. b. Pursuant to this Agreement, Contractor Staff may only use PII to perform administrative functions related to administering their respective programs. c. Access to PII shall be restricted to Contractor Staff who need to perform their official duties to assist in the administration of their respective programs. d. Contractor Staff who access, disclose or use PII in a manner or for a purpose not authorized by this Agreement may be subject to civil and criminal sanctions contained in applicable federal and state statutes.
3. PERSONNEL CONTROLS
The County agrees to advise Contractor Staff, who have access to PII, of the confidentiality of the information, the safeguards required to protect the information, and the civil and criminal sanctions for non-compliance contained in applicable federal and state laws. For that purpose, the Contractor shall implement the following personnel controls:
a. Employee Training. Train and use reasonable measures to ensure compliance with the requirements of this Agreement by Contractor Staff, including, but not limited to:
i. Provide initial privacy and security awareness training to each new Contractor Staff within thirty (30) days of employment and;
ii. Thereafter, provide annual refresher training or reminders of the privacy and 2 EXHIBIT 2
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4. security safeguards in this Agreement to all Contractor Staff. Three (3) or more security reminders per year are recommended;
iii. Maintain records indicating each Contractor Staff's name and the date on which the privacy and security awareness training was completed; iv. Retain training records for a period of three (3) years after completion of the training.
b. Employee Discipline.
i. Provide documented sanction policies and procedures for Contractor Staff who fail to comply with privacy policies and procedures or any provisions of these requirements.
ii. Sanction policies and procedures shall include termination of employment when appropriate.
c. Confidentiality Statement. Ensure that all Contractor Staff, accessing, using or disclosing PII, sign a confidentiality statement (provided by the County). The statement shall be signed by Contractor staff prior to accessing PII and annually thereafter. Signatures may be physical or electronic. The signed statement shall be retained for a period of three (3) years.
The statement shall include at a minimum:
i. General Use;
ii. Security and Privacy Safeguards;
iii. Unacceptable Use; and
iv. Enforcement Policies.
d. Background Screening.
i. Conduct a background screening of a Contractor Staff before they may access PII. ii. The background screening should be commensurate with the risk and magnitude of harm the employee could cause. More thorough screening shall be done for those employees who are authorized to bypass significant technical and operational security controls.
iii. The Contractor shall retain each Contractor Staffs background screening documentation for a period of three (3) years following conclusion of employment relationship.
MANAGEMENT OVERSIGHT AND MONITORING
To ensure compliance with the privacy and security safeguards in this Agreement the County shall perform the following:
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5. a. Conduct periodic privacy and security reviews of work activity by Contractor Staff, including random sampling of work product. Examples include, but are not limited to, access to case files or other activities related to the handling of PII. b. The periodic privacy and security reviews must be performed or overseen by management level personnel who are knowledgeable and experienced in the areas of privacy and information security in the administration of their program, and the use or disclosure of PII.
INFORMATION SECURITY AND PRIVACY STAFFING
The Contractor agrees to:
a. Designate information security and privacy officials who are accountable for compliance with these and all other applicable requirements stated in this Agreement. b. Provide County with applicable contact information for these designated individuals. Any changes to this information should be reported to County within ten (10) days. c. Assign staff to be responsible for administration and monitoring of all security related controls stated in this Agreement.
6. PHYSICAL SECURITY
The Contractor shall ensure PII is used and stored in an area that is physically safe from access by unauthorized persons at all times. The Contractor agrees to safeguard PII from loss, theft, or inadvertent disclosure and, therefore, agrees to:
a. Secure all areas of the Contractor's facilities where Contractor Staff assist in the administration of their program and use, disclose, or store PII. b. These areas shall be restricted to only allow access to authorized individuals by using one or more of the following:
i. Properly coded key cards
ii. Authorized door keys
iii. Official identification
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 c. Issue identification badges to Contractor Staff.
d. Require Contractor Staff to wear these badges where PII is used, disclosed, or stored. e. Ensure each physical location, where PII is used, disclosed, or stored, has procedures and controls that ensure an individual who is terminated from access to the facility is promptly escorted from the facility by an authorized employee and access is revoked. f. Ensure there are security guards or a monitored alarm system at all times at the Contractor facilities and leased facilities where five hundred (500) or more individually identifiable records of PII is used, disclosed or stored. Video surveillance are recommended.
g. Ensure data centers with servers, data storage devices, and/or critical network infrastructure involved in the use, storage, and/or processing of PII have perimeter security and physical access controls that limit access to only authorized Contractor Staff.
Visitors to the data center area must be escorted at all times by authorized Contractor Staff.
h. Store paper records with PII in locked spaces, such as locked file cabinets, locked file rooms, locked desks, or locked offices in facilities which have multi-use functions in one building in work areas that are not securely segregated from each other. It is recommended that all PII be locked up when unattended at any time, not just within multi-use facilities.
i. The Contractor shall have policies that include, based on applicable risk factors, a description of the circumstances under which the Contractor Staff can transport PII, as well as the physical security requirements during transport. A Contractor that chooses to permit its staff to leave records unattended in vehicles must include provisions in its policies to ensure the PII is stored in a non-visible area such as a trunk, that the vehicle is locked, and under no circumstances permit PII be left unattended in a vehicle overnight or for other extended periods of time.
j. The Contractor shall have policies that indicate Contractor Staff are not to leave records with PII unattended at any time in airplanes, buses, trains, etc., including baggage areas.
This should be included in training due to the nature of the risk. k. Use all reasonable measures to prevent non-authorized personnel and visitors from having access to, control of, or viewing PII.
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7. TECHNICAL SECURITY CONTROLS
a. Workstation/Laptop Encryption. All workstations and laptops, which use, store and/or process PII, must be encrypted using a FIPS 140-2 certified algorithm 128 bit or higher, such as Advanced Encryption Standard (AES). The encryption solution must be full disk. It is encouraged, when available and when feasible, that the encryption be 256 bit. b. Server Security. Servers containing unencrypted PII must have sufficient administrative, physical, and technical controls in place to protect that data, based upon a risk assessment/system security review. It is recommended to follow the guidelines documented in the latest revision of the National Institute of Standards and Technology (NIST) Special Publication (SP) 800-53, Security and Privacy Controls for Federal Information Systems and Organizations.
c. Minimum Necessary. Only the minimum necessary amount of PII required to perform required business functions may be accessed, copied, downloaded, or exported. d. Mobile Device and Removable Media. All electronic files, which contain PII data, must be encrypted when stored on any mobile device or removable media (i.e. USB drives, CD/DVD, smartphones, tablets, backup tapes etc.). Encryption must be a FIPS 140-2 certified algorithm 128 bit or higher, such as AES. It is encouraged, when available and when feasible, that the encryption be 256 bit.
e. Antivirus Software. All workstations, laptops and other systems, which process and/or store PII, must install and actively use an antivirus software solution. Antivirus software should have automatic updates for definitions scheduled at least daily. f. Patch Management.
i. All workstations, laptops and other systems, which process and/or store PII, must have critical security patches applied, with system reboot if necessary. ii. There must be a documented patch management process that determines installation timeframe based on risk assessment and vendor recommendations. iii. At a maximum, all applicable patches deemed as critical must be installed within thirty (30) days of vendor release. It is recommended that critical patches which are high risk be installed within seven (7) days.
iv. Applications and systems that cannot be patched within this time frame, due to significant operational reasons, must have compensatory controls implemented to minimize risk.
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Oocusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571887804 g. User IDs and Password Controls.
i. All users must be issued a unique username for accessing PII. ii. Username must be promptly disabled, deleted, or the password changed upon the transfer or termination of an employee within twenty-four (24) hours. Note:
Twenty-four (24) hours is defined as one (1) working day. iii. Passwords are not to be shared.
iv. Passwords must be at least eight (8) characters.
v. Passwords must be a non-dictionary word.
vi. Passwords must not be stored in readable format on the computer or server. vii. Passwords must be changed every ninety (90) days or less. viii. Passwords must be changed if revealed or compromised. ix. Passwords must be composed of characters from at least three (3) of the following four (4) groups from the standard keyboard:
A. Upper case letters (A-Z)
B. Lower case letters (a-z)
C. Arabic numerals (0-9)
D. Special characters(!,@,#, etc.)
h. Data Destruction. When no longer needed, all PII must be cleared, purged, or destroyed consistent with NIST SP 800-88, Guidelines for Media Sanitization, such that the PII cannot be retrieved.
i. System Timeout. The systems providing access to PII must provide an automatic timeout, requiring re-authentication of the user session after no more than twenty (20) minutes of inactivity.
j. Warning Banners. The systems providing access to PII must display a warning banner stating, at a minimum:
i. Data is confidential;
ii. Systems are logged;
iii. System use is for business purposes only, by authorized users; and iv. Users shall log off the system immediately if they do not agree with these requirements.
k. System Logging.
i. The systems which provide access to PII must maintain an automated audit trail that can identify the user or system process which initiates a request for PII or alters PII.
ii. The audit trail shall:
A. Be date and time stamped;
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Docusign Envelope ID: 72A9163B-BEA 1-46FE-ACDD-146571 B87804 B. Log both successful and failed accesses;
C. Be read-access only; and
D. Be restricted to authorized users.
iii. If PII is stored in a database, database logging functionality shall be enabled. iv. Audit trail data shall be archived for at least three (3) years from the occurrence.
I. Access Controls. The system providing access to PII shall use role-based access controls for all user authentications, enforcing the principle of least privilege. m. Transmission Encryption.
i. All data transmissions of PII outside of a secure internal network must be encrypted using a Federal Information Processing Standard (FIPS) 140-2 certified algorithm that is 128 bit or higher, such as Advanced Encryption Standard (AES) or Transport Layer Security (TLS). It is encouraged, when available and when feasible, that 256 bit encryption be used.
ii. Encryption can be end to end at the network level, or the data files containing PII can be encrypted.
iii. This requirement pertains to any type of PII in motion such as website access, file transfer, and email.
n. Intrusion Prevention. All systems involved in accessing, storing, transporting, and protecting PII, which are accessible through the Internet, must be protected by an intrusion detection and prevention solution.
8. AUDIT CONTROLS
a. System Security Review.
i. The Contractor must ensure audit control mechanisms are in place. ii. All systems processing and/or storing PII must have at least an annual system risk assessment/security review that ensures administrative, physical, and technical controls are functioning effectively and provide an adequate level of protection. iii. Reviews should include vulnerability scanning tools. b. Log Reviews. All systems processing and/or storing PII must have a process or automated procedure in place to review system logs for unauthorized access. c. Change Control. All systems processing and/or storing PII must have a documented 8 EXHIBIT 2
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9. change control process that ensures separation of duties and protects the confidentiality, integrity and availability of data.
d. Anomalies. When the County or DHCS suspects MEDS usage anomalies, the County will work with Contractor to investigate the anomalies and report conclusions of such investigations and remediation to California Department of Social Services (CDSS).
BUSINESS CONTINUITY/ DISASTER RECOVERY CONTROLS
a. Emergency Mode Operation Plan. The Contractor must establish a documented plan to enable continuation of critical business processes and protection of the security of PII kept in an electronic format in the event of an emergency. Emergency means any circumstance or situation that causes normal computer operations to become unavailable for use in performing the work required under this Agreement for more than twenty-four (24) hours.
b. Data Centers. Data centers with servers, data storage devices, and critical network infrastructure involved in the use, storage and/or processing of PII, must include environmental protection such as cooling, power, and fire prevention, detection, and suppression.
c. Data Backup and Recovery Plan.
i. The Contractor shall have established documented procedures to backup PII to maintain retrievable exact copies of PII.
ii. The documented backup procedures shall contain a schedule which includes incremental and full backups.
iii. The procedures shall include storing backups offsite. iv. The procedures shall ensure an inventory of backup media. v. The Contractor shall have established documented procedures to recover PII data.
vi. The documented recovery procedures shall include an estimate of the amount of time needed to restore the PII data.
vii. It is recommended that the Contractor periodically test the data recovery process.
10. PAPER DOCUMENT CONTROLS
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 a. Supervision of Data. The PII in pa per form shall not be left unattended at any time, unless it is locked in a file cabinet, file room, desk or office. Unattended means that information may be observed by an individual not authorized to access the information. b. Data in Vehicles. The Contractor shall have policies that include, based on applicable risk factors, a description of the circumstances under which the Contractor Staff can transport PII, as well as the physical security requirements during transport. A Contractor that chooses to permit its staff to leave records unattended in vehicles must include provisions in its policies to ensure the PII is stored in a non-visible area such as a trunk, that the vehicle is locked, and under no circumstances permit PII be left unattended in a vehicle overnight or for other extended periods of time. c. Public Modes of Transportation. The PII in paper form shall not be left unattended at any time in airplanes, buses, trains, etc., including baggage areas. This should be included in training due to the nature of the risk.
d. Escorting Visitors. Visitors to areas where PII is contained shall be escorted, and PII shall be kept out of sight while visitors are in the area.
e. Confidential Destruction. PII must be disposed of through confidential means, such as cross-cut shredding or pulverizing.
f. Removal of Data. The PII must not be removed from the premises of Contractor except for identified routine business purposes or with express written permission of HHS. g. Faxing.
i. Faxes containing PII shall not be left unattended and fax machines shall be in secure areas.
ii. Faxes shall contain a confidentiality statement notifying persons receiving faxes in error to destroy them and notify the sender.
iii. Fax numbers shall be verified with the intended recipient before sending the fax h. Mailing.
i. Mailings containing PII shall be sealed and secured from damage or inappropriate viewing of PII to the extent possible.
ii. Mailings that include five hundred (500) or more individually identifiable records containing PII in a single package shall be sent using a tracked mailing method 10 EXHIBIT 2
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Docusign Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804 that includes verification of delivery and receipt, unless the Contractor obtains prior written permission from HHS to use another method.
11. NOTIFICATION AND INVESTIGATION OF BREACHES AND SECURITY INCIDENTS During the term of this Agreement, the County agrees to implement reasonable systems for the discovery and prompt reporting of any Breach or Security Incident, and to take the following steps:
a. Initial Notice to HHS:
i. The Contractor will provide initial notice to the County. The Contractor agrees to perform the following incident reporting to County.
ii. Immediately upon discovery of a suspected security incident that involves data provided to Contractor by County, the Contractor will notify the County by email or telephone.
iii. Within one working day of discovery, the Contractor will notify the County by email or telephone of unsecured PII, if that PII was, or is, reasonably believed to have been accessed or acquired by an unauthorized person, any suspected security incident, intrusion, or unauthorized access, use, or disclosure of PII in violation of this Agreement, or potential loss of confidential data affecting this Agreement. Notice shall be made by contacting the County as provided in this agreement, including all information known at the time. iv. A breach shall be treated as discovered by the Contractor as of the first day on which the breach is known, or by exercising reasonable diligence would have been known, to any person (other than the person committing the breach), who is an employee, officer or other agent of the Contractor. v. Upon discovery of a breach, security incident, intrusion, or unauthorized access, use, or disclosure of PII, the Contractor shall take:
A. Prompt corrective action to mitigate any risks or damages involved with the breach and to protect the operating environment; and B. Any action pertaining to such unauthorized disclosure required by applicable Federal and State laws and regulations.
b. Investigation and Investigative Report. The Contractor shall immediately investigate breaches and security incidents involving PII. The Contractor will cooperate with the County during this investigation. Within seventy-two {72) hours of discovery, the Contractor shall provide new or updated information if available to County. The updated report shall include any other applicable information related to the breach or security 11 EXHIBIT 2
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804 incident known at that time. The Contractor shall provide status update to County on a regular basis as agreed upon.
The Contractor shall provide to County all specific and pertinent information about the Breach, including copies of any reports conducted by the Contractor or on behalf of the Contractor. The Contractor shall waive any assertion of privilege in relation to such reports. Such information and/or reports shall be provided to County without unreasonable delay and in no event later than fifteen (15) calendar days the Contractor have such information and/or report.
c. Complete Report. The complete report of the investigation shall include an assessment of all known factors relevant to the determination of whether a breach occurred under applicable provisions of the Health Insurance Portability and Accountability Act (HIPAA), the Health Information Technology for Economic and Clinical Health (HITECH) Act, the Information Protection Act, or other applicable law. The report shall include a Corrective Action Plan (CAP) which includes, at a minimum, detailed information regarding the mitigation measures taken to halt and/or contain the improper use or disclosure.
If County requests additional information related to the incident, the Contractor shall make reasonable efforts to provide County with such information. County will review report and determine whether a breach occurred and whether individual notification is required. County will maintain the final decision making over a breach determination. d. Notifications of Individuals. When applicable state or federal law requires notification to individuals of a breach or unauthorized disclosure of their PII, the County will make the decision to either notify clients or have the Contractor give notice. If the Contractor shall give the notice, it would be subject to the following provisions:
i. If the cause of the breach is attributable to the Contractor or its subcontractors, agents or vendors, the Contractor shall pay any costs of such notifications, as well as any and all costs associated with the breach. If there are any questions as to whether the County or the Contractor is responsible for the breach, the County and the Contractor shall jointly determine responsibility for purposes of allocating the costs;
ii. All notifications (regardless of breach status) regarding the beneficiaries' PII shall comply with the requirements set forth in Section 1798.29 of the California Civil Code and Section 17932 of Title 42 of the United States Code, inclusive of its implementing regulations, including but not limited to the requirement that the notifications be made without reasonable delay and in no event, later than sixty (60)calendar days from discovery;
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571 B87804 iii. The County has contractual requirement with the California Department of Social Services and California Department of Health Care Services to approve the time, manner and content of any such notifications and their review and approval shall be obtained before notifications are made. Therefore, the Contractor must provide the notifications to County to obtain review and approval prior to notifications are made. If notifications are distributed without State review and approval, secondary follow-up notifications may be required; and iv. The County may elect to assume responsibility for such notification from the Contractor.
e. Responsibility for Reporting of Breaches when Required by State or Federal Law. If the cause of a breach is attributable to the Contractor or its agents, subcontractors or vendors, the Contractor is responsible for all required reporting of the breach. If the cause of the breach is attributable to the County, the County is responsible for all required reporting of the breach. When applicable law requires the breach be reported to a federal or state agency or that notice be given to media outlets, DHCS (Department of Health Care Services) and CDSS (California Department of Social Services) (if the breach involves MEDS or SSA data), then the Contractor shall coordinate with the County to ensure such reporting is in compliance with applicable law and to prevent duplicate reporting, and to jointly determine responsibility for purposes of allocating the costs of such reports, if any.
f. County Contact Information. The Contractor shall utilize the below contact information to direct all notifications of breach and security incidents to the County. The County reserves the right to make changes to the contact information by giving written notice to the Contractor. Said changes shall not require an amendment to this Agreement or any other agreement into which it is incorporated.
Social Services Agency
Contact
County Privacy Officer
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Docus1gn Envelope ID: 72A91 B3B-BEA 1-46FE-ACDD-146571 B87804
12. 13.
County of Orange
Social Services Agency
Contracts Services
500 N. State College
Blvd, Suite 100
Orange, CA 92868
714-541-7785
[email protected]
Linda Le, CHC, CHPC, CHP
County of Orange
OCIT - Enterprise Privacy &
Cybersecurity
1055 N. Main St, 6th Floor
Santa Ana, CA 92701
Email: [email protected]
[email protected]
linda. [email protected]
COMPLIANCE WITH SSA (SOCIAL SECURITY ADMINISTRATION) AGREEMENT The County has agreed to comply with applicable privacy and security requirements in the Computer Matching and Privacy Protection Act Agreement (CMPPA) between the SSA and the California Health and Human Services Agency (CHHS), in the Information Exchange Agreement (IEA) between SSA and COSS, and in the Electronic Information Exchange Security Requirements and Procedures for State and Local Agencies Exchanging Electronic Information with SSA (TSSR). If Contractor have access to the PII data provided by SSA, then Contractor must agree to comply with the applicable privacy and security requirements, which is available upon request.
If there is any conflict between a privacy and security standard in the CMPPA, IEA or TSSR, and a standard in this Agreement, the most stringent standard shall apply. The most stringent standard means the standard which provides the greatest protection to PII.
COMPLIANCE WITH DEPARTMENT OF HOMELAND SECURITY AGREEMENT The County has agreed to comply with substantive privacy and security requirements in the Computer Matching Agreement (CMA) between the Department/Agency of Homeland Security, United States Citizenship and Immigration Services (DHS-USCIS) and COSS. If Contractor have access to the PII data provided by DHS-USCIS, then Contractor must agree 14 EXHIBIT 2
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14. to comply with the applicable privacy and security requirements, which is available upon request.
If there is any conflict between a privacy and security standard in the CMA and a standard in this Agreement, the most stringent standard shall apply. The most stringent standard means the standard which provides the greatest protection to PII.
CONTRACTOR AGENTS. SUBCONTRACTORS. AND VENDORS
The Contractor agrees to enter into written agreements with all agents, subcontractors, and vendors that have access to the Contractor's PII. These agreements will impose, at a minimum, the same restrictions and conditions that apply to the Contractor with respect to PII upon such agents, subcontractors, and vendors. These shall include, at a minimum, (1) restrictions on disclosure of PII, (2) conditions regarding the use of appropriate administrative, physical, and technical safeguards to protect PII, and, where relevant, (3) the requirement that any breach, security incident, intrusion, or unauthorized access, use, or disclosure of PII be reported to the Contractor. If the agents, subcontractors, and vendors of the Contractor access data provided to the County by SSA or DHS-USCIS, the Contractor shall also incorporate the Agreement's Exhibits into each subcontract or subaward with agents, subcontractors, and vendors.
lS. ASSESSMENTS AND REVIEWS
16. In order to enforce this Agreement and ensure compliance with its provisions, the Contractor agrees to assist the County (on behalf of CDSS and DHCS) in performing compliance assessments. These assessments may involve compliance review questionnaires, and/or review of the facilities, systems, books, and records of the Contractor, with reasonable notice from the County. Such reviews shall be scheduled at times that take into account the operational and staffing demands. The Contractor agrees to promptly remedy all violations of any provision of this Agreement and certify the same to the County in writing, or to enter into a written CAP (Corrective Action Plan) with the County containing deadlines for achieving compliance with specific provisions of this Agreement.
ASSISTANCE IN LITIGATION OR ADMINISTRATIVE PROCEEDINGS
In the event of litigation or administrative proceedings involving the County based upon claimed violations by the Contractor of the privacy or security of PII, or federal or state laws or agreements concerning privacy or security of PII, the Contractor shall make all reasonable 15 EXHIBIT 2
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Docusign Envelope ID: 72A91 B3B-BEA1-46FE-ACDD-146571B87804 effort to make itself and Contract Workers assisting in the administration of their program and using or disclosing PII available to the County at no cost to the County to testify as witnesses. The County shall also make all reasonable efforts to make itself and any subcontractors, agents, and employees available to the Contractor at no cost to the Contractor to testify as witnesses, in the event of litigation or administrative proceedings involving the Contractor based upon claimed violations by the County of the privacy or security of PII, or state or federal laws or agreements concerning privacy or security of PII. 16 EXHIBIT 2
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ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 1 of 19 Second Amendment to Sublease CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
SECOND AMENDMENT TO SUBLEASE
THIS SECOND AMENDMENT TO SUBLEASE AGREEMENT (“Second Amendment”) is made and entered into on July 1, 2025, (“Effective Date”), by and between CITY OF SANTA ANA a charter city and municipal corporation, organized and existing under the Constitution and laws of the State of California, (hereinafter referred to as “Sublessor”) and the COUNTY OF ORANGE, a political subdivision of the State of California (hereinafter referred to as “County”), without regard to number and gender. Sublessor and County may sometimes hereinafter be referred to individually as “Party” or jointly as “Parties.”
R E C I T A L S
I. Pursuant to a sublease dated May 7, 2019, (“Sublease”), County subleases from Sublessor approximately 1,260 rentable square feet of office space in the building located at 801 W. Civic Center, Suite 200, in the City of Santa Ana, State of California (“Premises”) in order to provide CalWORKS services (“Services”).
II. On July 1, 2023, the Parties agreed to extend the term of the Sublease for an additional two years, with a termination date of June 30, 2025 (“First Amendment”) III. The County and Sublessor intend to enter into a new Memorandum of Understanding (“MOU”) agreement which will commence on July 1, 2025, and terminate on June 30, 2028, for County to continue to provide Services at the Premises.
IV. The Parties have agreed to also amend the Sublease consistent with the terms below, to extend the term through June 30, 2028, to be coterminous with the new MOU, to reduce rentable square footage and to adjust rent.
NOW, THEREFORE, in consideration of the Recitals, above, which are incorporated herein by this reference, the Parties do herby agree to amend the Sublease as of the Effective Date first written above as follows:
A. Clause 2 PREMISES (1.2 S) is hereby deleted from the Sublease in its entirety and the following clause is substituted:
“Sublessor subleases to County that certain property described in Revised Exhibit A and shown on Revised Exhibit B, which exhibits are attached hereto and by reference made a part hereof, of approximately eight hundred sixty nine (869) rentable square feet (“RSF”) in the building located at 801 W. Civic Center Drive, Suite 200, Santa Ana, California (collectively, the “Premises”), together with non-exclusive, in common use of elevators, stairways, washrooms, hallways, driveways for vehicle ingress and egress, pedestrian walkways, other facilities and common areas appurtenant to the Premises.” B. Clause 6 TERM (1.6 S) is hereby deleted from the Sublease in its entirety and the following clause is substituted:
“6. TERM (1.6 S)
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SSA/City of Santa Ana Page 2 of 19 Second Amendment to Sublease The term of this Sublease commenced on May 7, 2019 (“Commencement Date”) and shall terminate on June 30, 2028, unless otherwise terminated consistent with Clause 8 (OPTION TO TERMINATE SUBLEASE) of this Sublease.”
C. Clause 10 RENT ADJUSTMENT (2.0 S) is hereby deleted from the Sublease in its entirety and the following clause is substituted:
“10. RENT ADJUSTMENT (2.0 S)
The monthly Rent payable by County for the Premises (“Rent”) shall be automatically adjusted as follows:
Period Monthly Rent Per Square Foot
7/1/25-6/30/26 $2,365.73 $2.72
7/1/26-6/30/27 $2,436.70 $2.80
7/1/27-6/30/28 $2,509.80 $2.89
The monthly Rent, above, is the amount to be paid by County. The “Per Square Foot” rate, above, is an estimate for statistical purposes only and for no other purpose.” D. Clause 62 NOTICES (7.0 S) is hereby deleted from the Sublease in its entirety and the following clause is substituted:
“62. NOTICES (7.0 S)
All written notices pursuant to this Sublease shall be addressed as set forth below or as either Party may hereafter designate by written notice and shall be deemed delivered upon personal delivery, delivery by facsimile machine, or seventy-two (72) hours after deposit in the United States Mail. Notwithstanding the above, notices may also be provided by personal delivery, by regular mail, or by electronic mail and any such notice so given shall be deemed to have been given upon receipt.
TO: Sublessor
City of Santa Ana
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
Attention: Deborah Sanchez
With a copy to:
City Attorney’s Office
City of Santa Ana
20 Civic Center Plaza, M-29
Santa Ana, CA 92701
TO: County
County of Orange
Social Services Agency
500 N. State College Boulevard, 6th Floor
Orange, CA 92868
Attention: Director, Administrative Services
With a copy to:
County Executive Office
400 W. Civic Center Drive, 5th Floor
Santa Ana, CA 92701
Attention: Chief Real Estate Officer”
EXHIBIT 2
City Council 7 – 134 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 3 of 19 Second Amendment to Sublease E. Clause 63 ATTACHMENTS (7.0 S) is hereby deleted from the Sublease in its entirety and the following clause is substituted:
“63. ATTACHMENTS (7.0 S)
This Sublease includes the following, which are attached hereto and made a part hereof:
I. EXHIBITS
Revised Exhibit A - Description of the Premises
Revised Exhibit B – Depiction of the Premises
Revised Exhibit C - First Amendment to Office Lease (Master Lease)” Clause 64 [COUNTERPARTS (N)] is hereby added to the Sublease in its entirety:
“64. COUNTERPARTS (N)
This Second Amendment may be executed in one or more electronic or original counterparts, each of which will be deemed an original signature but all of which together will constitute one and the same instrument.” F. Wherever a conflict in the terms or conditions of this Second Amendment, First Amendment, and/or the Sublease exists, the terms and conditions of this Second Amendment shall prevail. In all other respects, the terms and conditions of the Sublease and/or First Amendment not specifically changed by this Second Amendment shall remain in full force and effect.
//
//
//
//
//
EXHIBIT 2
City Council 7 – 135 7/15/2025
City Council 7 – 136 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 5 of 19 Second Amendment to Sublease
REVISED EXHIBIT A
PROJECT NO: CEO/SBL/SSA-017-060-1 DATE: 3/7/25
PROJECT: American Job Center WRITTEN BY: ES
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
All the Premises referred to and shown as crosshatched on a plot plan marked Revised Exhibit B, attached hereto and made a part hereof, being approximately Two Hundred Sixty-One (261) RSF of exclusive office space and approximately Six Hundred Eight (608) RSF of non-exclusive office space in a four (4) story building located at 801 West Civic Center Drive, Suite 200, in the City of Santa Ana, County of Orange, State of California, together with appurtenant right to use common areas located thereon, and in common with others the non-exclusive right to use any unreserved parking spaces in the parking structure located at the southwest corner of the property shown on Revised Exhibit B.
NOT TO BE RECORDED
EXHIBIT 2
City Council 7 – 137 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 6 of 19 Second Amendment to Sublease
REVISED EXHIBIT B
Sublease Area:
Room 222 and Room 230
EXHIBIT 2
City Council 7 – 138 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 7 of 19 Second Amendment to Sublease
REVISED EXHIBIT C
EXHIBIT 2
City Council 7 – 139 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 8 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 140 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 9 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 141 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 10 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 142 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 11 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 143 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 12 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 144 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 13 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 145 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 14 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 146 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 15 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 147 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 16 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 148 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 17 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 149 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 18 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 150 7/15/2025
ES: 3/12/25 CEO/SBL/SSA-017-60-1
SSA/City of Santa Ana Page 19 of 19 Second Amendment to Sublease EXHIBIT 2
City Council 7 – 151 7/15/2025
Exhibit 3
Memorandum of Understanding
For
Santa Ana Workforce Development Board
and the
Santa Ana Housing Authority
City Council 7 – 152 7/15/2025
Exhibit 3
MEMORANDUM OF UNDERSTANDING
1) LEGAL AUTHORITY
The Workforce Innovation and Opportunity Act (“WIOA”) sec. 121(c)(1) requires that each Local Workforce Development Area develop and enter into a Memorandum of Understanding ( “MOU”) with each America’s Job Center of California (“AJCC”) Partner, consistent with WIOA Sec. 121(c)(2). This requirement is further described in the WIOA; Joint Rule for Unified and Combined State Plans, Performance Accountability, and the AJCC System Joint Provisions: Final Rule at 20 CFR 678.500, 34 CFR 361.500, and 34 CFR 463.500, and in Federal guidance.
Additionally, the sharing and allocation of infrastructure costs among AJCC Partners is governed by WIOA sec. 121(h), its implementing regulations, and the Federal Cost Principles contained in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) at 2 CFR part 200.
2) AJCC Partner
The parties to this MOU are the City of Santa Ana, the Santa Ana Workforce Development Board (“SAWDB”), and the Santa Ana Housing Authority, a collocated one-stop AJCC Partner located at the Santa Ana WORK Center, 801 W. Civic Center Drive, Suite 200, Santa Ana, CA 92701. 3) PURPOSE
The purpose of the MOU is consistent with the provisions of WIOA sec. 121(c)(1), to establish a cooperative working relationship between the SAWDB and Santa Ana Housing Authority, the collocated AJCC Partner, and to define their respective roles and responsibilities concerning the operation of the AJCC as it relates to shared services and customers. It serves to establish the framework for providing services to employers, employees, job seekers and others needing workforce services. It also serves to establish a framework to support the established service delivery through the sharing of resources and costs.
4) DURATION
The term of this MOU shall commence July 1, 2025 and terminate June 30, 2028, unless earlier terminated pursuant to the provisions of Paragraph 32 of this MOU; however, the Parties shall be obligated to perform such duties as would normally extend beyond this term, including, but not limited to, obligations with respect to indemnification, reporting and confidentiality.
This MOU will remain in effect until the termination date, unless one of the conditions in Paragraph 32 occurs.
.
2 City Council 7 – 153 7/15/2025
Exhibit 3
5) MODIFICATIONS AND REVISIONS
This MOU and its Attachments 1, 2, 3, 3-1, 4, and 5 constitute the entire agreement between the parties, and no oral understanding not incorporated herein shall be binding on any of the parties hereto. This MOU may be modified, altered, or revised, as necessary, by mutual consent of the parties, by the issuance of a written amendment, signed and dated by the parties, which may require approval by the governing body of each Party. Assignment of responsibilities under this MOU by any of the parties shall require prior written notice and preapproval of all parties. Any assignee shall also commit in writing to the terms of this MOU.
6) SANTA ANA WORKFORCE DEVELOPMENT STRATEGIES
Santa Ana’s vision rests on integrating current and future resources through its SAWDB Partners.
Integration suggests more than partnering or assembling multiple funding sources. It means making certain that all elements of the workforce support system work together to create inviting and seamless services wherever a client enters the system. Santa Ana’s vision is sensitive to the needs of its unique demographics. The SAWDB’s overall strategies include:
a) Identifying regional industry clusters (e.g., manufacturing cluster, medical cluster, etc.) to create new jobs in which Santa Ana’s workforce can participate; b) Expanding small business development support as a creator of new jobs and method for growing the local tax base;
c) Educating Santa Ana’s current and future workforce through classroom pre-training and training activities, plus on-the-job training and workforce skill enhancement activities; d) Offering career pathway programs for both unemployed and employed adults and youth; e) Increasing access to jobs for disconnected and underserved populations, especially youth; f) Organizing, integrating and supporting social and other services through the SAWDB’s network of partnerships, volunteer organizations, and established institutional resources; and,
g) Assuring funding from all public, private, and other sources in support of its programs. 7) ONE-STOP SYSTEM & SERVICES
A. LOCATION
The AJCC is currently located in Santa Ana as follows:
American Job Center (Comprehensive AJCC)
Santa Ana WORK CENTER
801 W. Civic Center Drive, Suite 200
Santa Ana, CA 92701
(714) 565-2600
Open to the Public: Monday – Friday 8:00 am-5:00 pm
3 City Council 7 – 154 7/15/2025
Exhibit 3
The AJCC is currently located at the Santa Ana WORK Center (“SAWC”) as described in the Location of AJCC and all Partners, attached herein as Attachment 1 and incorporated herein by reference. Santa Ana ranks as the fourth densest city in the entire nation. SAWC, through its central location in downtown Santa Ana, shall provide and/or coordinate WIOA services to individuals, providing them with the necessary skills to participate in building a world-class workforce in Santa Ana. The SAWC offers the community a variety of informational, employment and training services based on individual needs. Those needs are met by the combined efforts of the SAWC Partners as described by the Santa Ana AJCC Partner Services, included herein as Attachment 2 and incorporated herein by reference.
B. SERVICES PROVIDED AT THE SANTA ANA WORK CENTER
Services and referrals provided at the SAWC by AJCC Partners may include, but are not limited to, the following:
1. Basic Career Services:
a. Eligibility determination;
b. Outreach, intake, and orientation to information and services; c. Initial assessment of skill levels, including: literacy, numeracy, and English proficiency; and, aptitudes, abilities, and support service needs; d. Labor exchange services, including:
i. Job vacancy listings in labor market areas;
ii. Information on job skills needed to obtain the vacant jobs; and, iii. Information relating to in-demand occupations, including earnings and opportunities for advancement;
e. Provision of performance and program cost information on the Eligible Training Provider List (“ETPL”) eligible programs by program and type of provider f. Provision of information in acceptable formats and languages that identify actual performance against performance accountability measures g. Provision of information related to support services h. Provision of information and assistance in filing Unemployment Insurance claims; and,
i. Assistance in establishing eligibility for programs of financial aid assistance for training and education programs not funded through WIOA.
2. Individualized Career Services:
a. Comprehensive and specialized assessment of skill levels and service needs including: Diagnostic testing; and, other assessment tools; b. In-depth interview and evaluation to determine barriers and goals; c. Development of Individual Employment Plan (IEP) to identify goals, objectives, and services;
d. Group counseling;
e. Individual counseling;
f. Career planning;
g. Short-term pre-vocational services, including: development of learning skills; communication skills; and, other soft skills to prepare individuals for employment or training;
4 City Council 7 – 155 7/15/2025
Exhibit 3
h. Workforce preparation activities, including: basic academic; and, obtaining other skills necessary for successful transition into postsecondary education, training or employment;
i. Financial literacy services; and,
j. Out-of-area job search assistance and relocation assistance.
3. Training Services:
a. Occupational skills training;
b. On-the-Job training;
c. Incumbent worker training;
d. Programs that combine workplace training with related instruction, which may include cooperative education programs;
e. Training programs operated by the private sector;
f. Skill upgrading and retraining;
g. Entrepreneurial training programs;
h. Transitional jobs;
i. Job readiness training provided in combination with any of the aforementioned training Services;
j. Adult education and literacy activities, including: activities of English language acquisition; and, integrated education and training programs provided concurrently or in combination with any of the aforementioned training services; k. Customized training;
l. Internships and work experiences that are linked to careers; and, m. English language acquisition and integrated education and training program.
4. Employer Services:
a. Recruitment and other business services on behalf of employers.
C. SYSTEM STRUCTURE
1. AJCC ONE-STOP OPERATOR PROCUREMENT
The SAWDB will procure the AJCC Operator through a competitive process in accordance with the Uniform Guidance Cost Principles contained in the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards at 2 CFR part 200 (Uniform Guidance), including the Office of Management and Budget’s (OMB) approved exceptions for the U.S. Department of Labor at 2 CFR part 2900, WIOA and its implementing regulations, and local procurement laws and regulations. All documentation for the competitive AJCC operator procurement will be available for public inspection. The State requires that the AJCC operator is re-competed at least every three years and no later than every four years.
2. ROLES AND RESPONSIBILITIES OF PARTIES
a. Provision of Applicable Career Services and Participation in Planning and Development:
The parties to this MOU will work closely together to ensure that the AJCC is a high-performing work place with staff that ensure quality of service. The AJCC Partner has indicated they shall provide an array of applicable career services to clients as set forth in the Santa Ana AJCC Partner 5 City Council 7 – 156 7/15/2025
Exhibit 3
Services. The AJCC Partner agrees to the responsibilities required of all Partners under WIOA Section 121(b). In addition, the AJCC Partners will participate in joint planning, plan development, and modification of activities to accomplish the following:
i. Continuous partnership building;
ii. Continuous planning in response to state and federal requirements; and, iii. Responsiveness to local and economic conditions, including employer needs.
Parties agree to the co-enrollment of mutual customers in case management to better leverage the resources available for the benefit of the participant and enhance successful outcomes and participate in the operation of the one-stop system consistent with the terms of the MOU and requirements of authorized laws. Both parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or behavior that requires police intervention.
Parties agree to collaborate and reasonably assist each other in the development of necessary service delivery protocols for the services outlined in this MOU.
Parties agree that the provisions contained herein are made subject to all applicable federal and state laws, implementing regulations, and guidelines imposed on either or all the parties relating to privacy rights of customers, maintenance of records, and other confidential information relating to customers.
Parties agree that all equipment and furniture purchased by any party for purposes described herein shall remain the property of the purchaser after the termination of this MOU. b. Parties shall comply with:
i. Section 188 of the WIOA Nondiscrimination and Equal Opportunity Regulations (29 CFR Part 38; Final Rule, published December 2, 2016);
ii. Title VI and VII of the Civil Rights Act of 1964 (Public Law 88-352), as amended; iii. Section 504 of the Rehabilitation Act of 1973, as amended; iv. The Americans with Disabilities Act of 1990, as amended; v. The Jobs for Veterans Act (Public Law 107-288) pertaining to priority of service in programs funded by the U.S. Department of Labor;
vi. Training and Employment Guidance Letter (TEGL) 37-14, Update on Complying with Nondiscrimination Requirements: Discrimination Based on Gender Identity, Gender Expression and Sex Stereotyping are Prohibited Forms of Sex Discrimination in the Workforce Development System and other guidance related to implementing WIOA sec. 188;
vii. The Non-traditional Employment for Women Act of 1991; viii. The Age Discrimination Act of 1967, as amended;
6 City Council 7 – 157 7/15/2025
Exhibit 3
ix. The Age Discrimination Act of 1975, as amended;
x. Title IX of the Education Amendments of 1972, as amended; xi. The Family Educational Rights and Privacy Act (FERPA) (20 U.S.C. § 1232g; 34 CFR part 99);
xii. Title IX of the Education Amendments of 1972, as amended; xiii. Confidentiality requirements governing the protection and use of personal information held by the VR agency (34 CFR 361.38);
xiv.
xv.
The confidentiality requirements governing the use of confidential information held by the State UI agency (20 CFR part 603); and,
All amendments to each, and all requirements imposed by the regulations issued pursuant to these acts.
The Parties agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or activity that requires policy intervention. 8) COLLOCATED AJCC PARTNER RESPONSIBILITIES
Partner commits to collocation of staff, as appropriate, and to providing other professional learning opportunities that promote continuous quality improvement. Partner will further promote system integration to the maximum extent feasible through:
a. Effective communication, information sharing, and collaboration with the AJCC operator; b. Joint planning, policy development, and system design processes; c. Commitment to the joint mission, vision, goals, strategies, and performance measures; d. The design and use of common intake, assessment, referral, and case management processes;
e. The use of common and/or linked data management systems and data sharing methods, as appropriate;
f. Leveraging of resources, including other public agency and non-profit organization services;
g. Participation in a continuous improvement process designed to boost outcomes and increase customer satisfaction; and
h. Participation in regularly scheduled Partner meetings to exchange information in support of the above and encourage program and staff integration. 7 City Council 7 – 158 7/15/2025
Exhibit 3
Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services.
9) REFERRALS
The primary principle of the referral system is to provide integrated and seamless delivery of services to workers, job seekers, and employers. In order to facilitate such a system, Partners will ensure and agree to:
a. Familiarize themselves with the basic eligibility and participation requirements, as well as with the available services and benefits offered, for each of the Partners’ programs represented in the AJCC network;
b. Develop materials summarizing their program requirements and making them available for Partners and customers;
c. Develop and utilize common intake, eligibility determination, assessment, and registration forms, as appropriate;
d. Provide substantive referrals to customers who are eligible for supplemental and complementary services and benefits under Partner programs; e. Regularly evaluate ways to improve the referral process, including the use of customer satisfaction surveys;
f. Commit to robust and ongoing communication required for an effective referral process; g. Commit to actively follow up on the results of referrals and assuring that Partner resources are being leveraged at an optimal level;
h. Ensure that intake and referral processes are customer-centered with the intent to provide high quality customer service;
i. Ensure that general information regarding AJCC programs, services, activities, and resources shall be made available to all customers as appropriate; j. Ensure that referrals will be made via email or other electronic means; k. Ensure that referrals will include a direct link or access to other AJCC Partner staff that can provide meaningful information or service, through the use of co-location, or real-time technology (two-way communication and interaction with AJCC Partners that results in services needed by the customer); and,
l. Ensure that the referral process will include specific staff name, the activity required, desired outcome and a method for communicating back to the referring agency that the service need was addressed.
8 City Council 7 – 159 7/15/2025
Exhibit 3
10) SUPERVISION/DAY TO DAY OPERATIONS
a. Day-to-Day Supervision
The day-to-day supervision of staff assigned to the AJCCs will be the responsibility of the site supervisor(s). Partner will continue to set the priorities of its staff assigned to the AJCC. Changes in work assignments or concerns regarding the responsibilities of the parties are to be handled between the site supervisor and Partner management.
b. Santa Ana WORK Center Hours of Operation
The SAWC is open for business: Monday through Friday from 8:00 am until 5:00 pm. c. Partner Staff Office Hours
The office hours for Partner staff at the AJCC will be established by the Partner. All Partner staff will comply with their corresponding holiday schedule and will provide a copy of their holiday schedule to the SAWDB and SAWC at the beginning of each fiscal year. d. Building Accessibility
All Partner staff assigned to the SAWC will be issued an access card to SAWC suite 200 and a parking lot pass that allows them to enter and exit the parking lot. It is all individual staff’s responsibility to keep them secure. Should they damage or lose them they can be replace by the SAWDB at the expense of the individual agency staff.
e. Benefits
Each party shall be solely liable and responsible for providing to, or on behalf of, its employee(s), all legally-required employee benefits. In addition, each party shall be solely responsive and hold all other parties harmless from all matters relating to payment of each party's employee(s), including compliance with social security withholding, workers' compensation, and all other regulations governing such matters.
11) AJCC OPERATING BUDGET
The purpose of this section is to establish a financial plan, including terms and conditions, to fund the services and operating costs of the local AJCC. The parties to this MOU agree that joint funding is a necessary foundation for an integrated service delivery system. The goal of the operating budget is to develop a funding mechanism that:
a. Establishes and maintains the Local workforce delivery system at a level that meets the needs of the job seekers and businesses in the Local area; b. Reduces duplication and maximizes program impact through the sharing of services, resources, and technologies among Partners (thereby improving each program’s effectiveness);
9 City Council 7 – 160 7/15/2025
Exhibit 3
c. Reduces overhead costs for any one Partner by streamlining and sharing financial, procurement, and facility costs;
d. Ensures that costs are appropriately shared by AJCC Partners by determining contributions based on the proportionate use of the AJCC centers and relative benefits received, and requiring that all funds are spent solely for allowable purposes in a manner consistent with the applicable authorizing statutes and all other applicable legal requirements, including the Uniform Guidance; and,
e. All parties will meet and confer regarding replacement, acquisition, cleaning and maintenance of furnishings.
The parties consider this AJCC operating budget the master budget that is necessary to maintain the SAWDB’s high-standard AJCC. It includes the following cost categories, as required by WIOA and its implementing regulations:
a. Infrastructure costs (also separately outlined below in the Infrastructure Funding Agreement);
b. Career services; and
c. Shared services.
All costs must be included in the MOU, allocated according to the AJCC Partner’s proportionate use and relative benefits received, reconciled every six (6) months against actual costs incurred, and adjusted accordingly. The AJCC operating budget is expected to be transparent and negotiated among Partners on an equitable basis to ensure costs are shared appropriately. All Partners must negotiate in good faith and seek to establish outcomes that are reasonable and fair. All Partners must adhere and reference the rules and regulations included in the executed Office Lease, attached hereto as Attachment 5 and incorporated herein by reference. 12) INFRASTRUCTURE FUNDING AGREEMENT
The Infrastructure Funding Agreement (“IFA”) contains the infrastructure costs budget that is an integral component of the overall AJCC operating budget. The IFA is a mandatory component of the local MOU, described in WIOA sec. 121(c) and 20 CFR 678.500 and 678.755. The IFA contains the AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget, included herein as Attachment 3 and incorporated herein by reference, that is an integral component of the overall AJCC operating budget. The other component of the IFA is the Applicable Career Services, attached herein as Attachment 3-1 and incorporated herein by reference, which includes the shared operating costs and shared services. The overall AJCC operating budget includes the Comprehensive Cost Allocation and Partner Contributions, attached herein as Attachment 4 and incorporated herein by reference.
AJCC infrastructure costs are defined as non-personnel costs that are necessary for the general operation of the AJCC, including, but not limited to:
a. Rental of the facilities;
b. Utilities, maintenance and services;
10 City Council 7 – 161 7/15/2025
Exhibit 3
c. Equipment, including assessment-related products and assistive technology for individuals with disabilities; and,
d. Technology to facilitate access to the AJCC, including technology used for the center’s planning and outreach activities.
Any changes to AJCC Partners or an appeal by an AJCC Partner’s infrastructure cost contributions will require an amendment of the MOU.
13) COST ALLOCATION METHODOLOGY
The purpose of this infrastructure cost sharing methodology is to summarize, in writing, the methods and procedures that the SAWDB will use to share costs with the AJCC Partner. The AJCC Partner agrees that it will be charged on a monthly basis according to the following cost sharing methodology, and that monthly payment will be submitted within the first ten (10) calendar days of each month.
14) INFRASTRUCTURE COST ALLOCATION METHODOLOGY
a. Rent Costs: Rent costs shall be based on the base rent and common area maintenance (CAM) charges. The base rent is derived from the total assigned square footage, calculating the percentage of usage by AJCC Partner and applying that percentage to the common area square footage.
Assigned square footage plus the percentage of common area square footage equals total square footage for each AJCC Partner. Total square footage for each AJCC Partner multiplied by the base rent per square foot equals total base rent for each AJCC Partner as indicated in the AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget and the Comprehensive Cost Allocation and Partner Contributions. The base rent has an annual increase of no more than 3% over the ten-year life of the Office Lease document (Attachment 5 attached herewith and incorporated herein by reference).
b. Utilities, Maintenance and Services: This section includes telephone services, which includes voice-mail on AJCC Partners’ phones. Costs for staff phones are charged based on the AJCC Partner’s assigned space. Common area phones will be charged according to space allocation. Security guard services are also included in this section and are allocated based on the percentage of space usage. Security guard services will increase by approximately 5% annually. c. Equipment: Public computer are shared and available to all clients. These are allocated on the AJCC partner’s assigned space percentage.
d. Technology and Internet Access Costs: Cost of printers and copiers for common use that are connected to the internet, and other technology that may become necessary for shared use are allocated based on the AJCC partners percentage of space usage. 15) INFRASTRUCTURE CONTRIBUTIONS
The AJCC Partner may provide cash, non-cash (in- kind), and third-party in-kind contributions to cover its share of infrastructure costs. In-kind contributions cannot be used to fund noninfrastructure costs (such as personnel), and must be valued consistent with Uniform Guidance Section 200.306 to ensure such contributions are fairly evaluated and qualify for the AJCC 11 City Council 7 – 162 7/15/2025
Exhibit 3
Partner’s proportionate share.
If third-party in-kind contributions are made to support the AJCC as a whole (such as facility space), that contribution will not count toward the AJCC Partner’s proportionate share of the infrastructure. Rather, the value of the contribution will be applied to the overall infrastructure budget prior to determining proportionate amounts and thereby reduce the contribution required for all AJCC Partners.
a. Cash
Cash funds provided to the SAWDB, or its designee, by AJCC Partners, either directly or by an interagency transfer, or by a third party.
b. Non-Cash
Expenditures incurred by AJCC Partners on behalf of the AJCC; and Non-cash contributions or goods or services contributed by a Partner program and used by the AJCC. c. Third-party In-kind
Contributions of space, equipment, technology, non-personnel services, or other like items to support the infrastructure costs associated with AJCC operations, by a non-AJCC Partner to:
Support the AJCC in general; or, Support the proportionate share of AJCC infrastructure costs of a specific Partner [20 CFR 678.720; 20 CFR 678.760; 34 CFR 361.720; 34 CFR 361.760; 34 CFR 463.720; and 34 CFR 463.760].
16) OTHER AJCC DELIVERY SYSTEM COSTS
In compliance with WIOA Joint Rule Section 678.760, the AJCC Partners will use a portion of funds made available under their authorizing federal statute (or fairly evaluated in-kind contributions) to share the additional costs relating to the operation of the One-Stop delivery system. These costs may be shared through cash, non-cash, or third-party in-kind contributions.
As required by WSD18-12, the amount of funds that the AJCC Partner has budgeted to expend on applicable career services and other shared services, which cumulatively with the other AJCC Partners budgeted amounts shall form the Comprehensive Cost Allocation and Partner Contributions.
a. Career Services Applicable to the AJCC Partner
The AJCC Partner shall provide applicable career services to clients as set forth in the Santa Ana AJCC Partner Services. The agreed upon Applicable Career Services Budget is set forth in Attachment 3-1 attached hereto and incorporated herein by reference. This budget consists of the AJCC Partner’s costs for the service delivery of each applicable career service indicated in the Santa Ana AJCC Partner Services.
b. Required Consolidated Budget for the Delivery of “Applicable Career Services” The other system costs budget must be a consolidated budget for applicable career services. This budget must include each of the Partner’s costs for the service delivery of each applicable career service and a consolidated system budget for career services applicable to more than one Partner as indicated in the Comprehensive Cost Allocation and Partner Contributions. 12 City Council 7 – 163 7/15/2025
Exhibit 3
AJCC Partners understand that while only collocated Partners share infrastructure costs, at this time, all AJCC Partners must share in other System costs through non-cash (in-kind) contributions as set forth herein.
17) DATA SHARING
City/SAWDB is required to maintain policies and procedures for safeguarding PII. The provision also requires training for the vendor/partner. Parties agree that the use of high-quality, integrated data is essential to inform decisions made by policymakers, employers, and job seekers.
Additionally, it is vital to develop and maintain an integrated case management system, as appropriate, that informs customer service throughout customers’ interaction with the integrated system and allows information collected from customers at intake to be captured once.
Parties further agree that the collection, use, and disclosure of customers’ personally identifiable information (PII) is subject to various requirements set forth in Federal and State privacy laws.
Partners acknowledge that the execution of this MOU, by itself, does not function to satisfy all of these requirements.
All data, including customer PII, collected, used, and disclosed by Partners will be subject to the following:
a. Customer PII will be properly secured in accordance with the SAWDB’s policies and procedures regarding the safeguarding of PII;
b. The collection, use, and disclosure of customer education records, and the PII contained therein, as defined under FERPA, shall comply with FERPA and applicable State privacy laws;
c. All confidential data contained in Unemployment Insurance wage records must be protected in accordance with the requirements set forth in 20 CFR part 603; d. All personal information contained in Vocational Rehabilitation records must be protected in accordance with the requirements set forth in 34 CFR 361.38; e. Customer data may be shared with other programs, for those programs’ purposes, within the AJCC network only after the informed written consent of the individual has been obtained, where required;
f. Customer data will be kept confidential, consistent with Federal and State privacy laws and regulations; and,
g. All data exchange activity will be conducted in machine readable format, such as HTML or PDF, for example, and in compliance with Section 508 of the Rehabilitation Act of 1973, as amended (29 U.S.C. § 794 (d)).
All AJCC and Partner staff will be trained in the protection, use, and disclosure requirements governing PII and any other confidential data for all applicable programs, including FERPA13 City Council 7 – 164 7/15/2025
Exhibit 3
protected education records, confidential information in UI records, and personal information in VR records.
18) CONFIDENTIALITY
There are strict confidentiality requirements under State and Federal laws. All parties expressly agree to abide by all applicable Federal, State, and local laws and regulations regarding confidential information, including PII from educational records, such as but not limited to 20 CFR Part 603, 45 CFR Section 205.50, 20 USC 1232g and 34 CFR part 99, and 34 CFR 361.38, as well as any applicable State and local laws and regulations.
Each party will ensure that the collection and use of any information, systems, or records that contain PII and other personal or confidential information will be limited to purposes that support the programs and activities described in this MOU and will comply with applicable law.
Each party will ensure that access to software systems and files under its control that contain PII or other personal or confidential information will be limited to authorized staff members who are assigned responsibilities in support of the services and activities described herein and will comply with applicable law. Each party expressly agrees to take measures to ensure that no PII or other personal or confidential information is accessible by unauthorized individuals.
To the extent that confidential, private, or otherwise protected information needs to be shared amongst the parties for the parties’ performance of their obligations under this MOU, and to the extent that such sharing is permitted by applicable law, the appropriate data sharing agreements will be created and required confidentiality and ethical certifications will be signed by authorized individuals. With respect to confidential unemployment insurance information, any such data sharing must comply with all of the requirements in 20 CFR Part 603, including but not limited to requirements for an agreement consistent with 20 CFR 603.10, payments of costs, and permissible disclosures.
With respect to the use and disclosure of FERPA-protected customer education records and the PII contained therein, any such data sharing agreement must comply with all of the requirements set forth in 20 U.S.C. § 1232g and 34 CFR Part 99.
With respect to the use and disclosure of personal information contained in VR records, any such data sharing agreement must comply with all of the requirements set forth in 34 CFR 361.38. 19) PRESS RELEASES AND COMMUNICATIONS
All parties shall be consulted and notified prior to communicating with the press, television, radio or any other form of media regarding its duties or performance under this MOU. Participation of each party in press/media presentations will be determined by each party's public relations policies.
The parties agree to utilize the AJCC logo developed by the State of California and the SAWDB on buildings identified for AJCC usage.
14 City Council 7 – 165 7/15/2025
Exhibit 3
20) ACCESSIBILITY
Accessibility to the services provided by the AJCCs and all Partner agencies is essential to meeting the requirements and goals of the local AJCC network. Job seekers and businesses must be able to access all information relevant to them via visits to physical locations as well as in virtual spaces, regardless of gender, age, race, religion, national origin, disability, veteran’s status, or on the basis of any other classification protected under state or federal law. 21) NON-DISCRIMINATION AND EQUAL OPPORTUNITY
All parties to this MOU certify that they prohibit, and will continue to prohibit, discrimination, and they certify that no person, otherwise qualified, is denied employment, services, or other benefits on the basis of: (i) political or religious opinion or affiliation, marital status, sexual orientation, gender, gender identification and/or expression, race, color, creed, or national origin; (ii) sex or age, except when age or sex constitutes a bona fide occupational qualification; or (iii) the physical or mental disability of a qualified individual with a disability. 22) GRIEVANCES AND COMPLAINTS PROCEDURE
City is required to maintain a procedure for grievance and complaints per the WIOA. The AJCC Partner agrees to establish and maintain a procedure for grievance and complaints as outlined in WIOA. The process for handling grievances and complaints is applicable to customers and Partners. These procedures will allow the customer or entity filing the complaint to exhaust every administrative level in receiving a fair and complete hearing and resolution of their grievance. The Partner further agrees to communicate openly and directly to resolve any problems or disputes related to the provision of services in a cooperative manner and at the lowest level of intervention possible. All Partners agree to inform each other immediately when a customer violates an established policy that would require them to be banned from the center or involves police authorities.
23) AMERICAN’S WITH DISABILITIES ACT AND AMENDMENTS COMPLIANCE The AJCC Partner agrees to ensure that the policies and procedures as well as the programs and services provided at the AJCC are in compliance with the Americans with Disabilities Act (“ADA”) and its amendments. Additionally, the SAWDB and the AJCC Partners will ensure that policies and procedures established by the SAWDB and the AJCC Partners are in compliance with the ADA.
24) HOLD HARMLESS/INDEMNIFICATION/LIABILITY
In accordance with provisions of Section 895.4 of the California Government Code, each signatory hereby agrees to indemnify, defend and hold harmless all other signatories identified in this MOU from and against any and all claims, demands, damages and costs arising out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. In addition, except for Departments of the State of California which cannot provide for indemnification of court costs and attorney’s fees under the indemnification policy of the State of California, all signatories to this MOU agree to indemnify, defend and hold harmless each other from and against all court costs and attorney’s fees arising 15 City Council 7 – 166 7/15/2025
Exhibit 3
out of or resulting from any negligent acts or omissions which arise from the performance of the obligations by such indemnifying party pursuant to this MOU. It is understood and agreed that all indemnity provided herein shall survive the termination of this MOU. 25) SEVERABILITY
If any part of this MOU is found to be null and void or is otherwise stricken, the rest of this MOU shall remain in force.
26) DRUG AND ALCOHOL-FREE WORKPLACE
All parties to this MOU certify they will comply with the Drug-Free Workplace Act of 1988, 41 U.S.C. 702 et seq., and 2 CFR part 182 which require that all organizations receiving grants from any Federal agency maintain a drug-free workplace. The recipient must notify the awarding office if an employee of the recipient is convicted of violating a criminal drug statute. Failure to comply with these requirements may be cause for suspension or debarment under 2 CFR part 180, as adopted by the U.S. Department of Education at 2 CFR 3485, and the U.S. Department of Labor regulations at 29 CFR part 94.
27) CERTIFICATION REGARDING LOBBYING
All parties shall comply with the Byrd Anti-Lobbying Amendment (31 U.S.C. Section1352), 29 C.F.R. Part 93, and 34 CFR part 82, as well as the requirements in the Uniform Guidance at 2 CFR 200.450. The parties shall not lobby federal entities using federal funds and will disclose lobbying activities as required by law and regulations.
28) DEBARMENT AND SUSPENSION
All parties shall comply with the debarment and suspension requirements (E.0.12549 and12689) and 2 CFR part 180 and as adopted by the U.S. Department of Labor at 29 CFR part 2998 and by the U.S. Department of Education at 2 CFR 3485.
29) PRIORITY OF SERVICE
All parties certify that they will adhere to all statutes, regulations, policies, and plans regarding priority of service, including, but not limited to, priority of service for veterans and their eligible spouses, and priority of service for the WIOA title I Adult program, as required by 38 U.S.C. sec. 4215 and its implementing regulations and guidance, and WIOA sec. 134(c)(3)(E) and its implementing regulations and guidance. Partners will target recruitment of special populations that receive a focus for services under WIOA, such as individuals with disabilities, low-income individuals, basic skills deficient youth, and English language learners. 30) BUY AMERICAN PROVISION
Each party that receives funds made available under title I or II of WIOA or under the WagnerPeyser Act (29 U.S.C. Section 49, et. seq.) certifies that it will comply with Sections 8301 through 8303 of title 41 of the United States Code (commonly known as the “Buy American Act.”) and as referenced in WIOA Section 502 and 20 CFR 683.200(f).
16 City Council 7 – 167 7/15/2025
Exhibit 3
31) SALARY COMPENSATION AND BONUS LIMITATIONS
Each party certifies that, when operating grants funded by the U.S. Department of Labor, it complies with TEGL 05-06, Implementing the Salary and Bonus Limitations in Public Law 109- 234, TEGL 17-15, Workforce Innovation and Opportunity Act (WIOA) Adult, Dislocated Worker and Youth Activities Program Allotments for Program Year (PY) 2017; Final PY 2017 Allotments for the Wagner-Peyser Act Employment Service (ES) Program Allotments; and Workforce Information Grants to States Allotments for PY 2017, Public Laws 114-113 (Division H, title I, Section 105) and 114-223, and WIOA section 194(15)(A), restricting the use of federal grant funds for compensation and bonuses of an individual, whether charged to either direct or indirect, at a rate in excess of the Federal Office of Personnel Management Executive Level II. 32) TERMINATION
This MOU will remain in effect until the end date specified in section 4 above, unless:
a. Federal oversight agencies charged with the administration of WIOA are unable to appropriate funds or if funds are not otherwise made available for continued performance for any fiscal period of this MOU succeeding the first fiscal period. Any party unable to perform pursuant to MOU due to lack of funding shall notify the other parties as soon as the party has knowledge that funds may be unavailable for the continuation of activities under this MOU;
b. WIOA is repealed or superseded by subsequent federal law; c. Local area designation is changed under WIOA; and,
d. A party breaches any provision of this MOU and such breach is not cured within thirty (30) days after receiving written notice from the SAWDB Chair (or designee) specifying such breach in reasonable detail. In such event, the non-breaching party(s) shall have the right to terminate this MOU by giving written notice thereof to the party in breach, upon which termination will go into effect immediately.
In the event of termination, the parties to the MOU must convene within thirty (30) calendar days after the breach of the MOU to discuss the formation of the successor MOU. At that time, allocated costs must be addressed.
This MOU is of no force or effect until signed by authorized representatives of the participating parties, and approved by the Chief Local Elected Official or his/her designee. The MOU, once signed, becomes part of the local WIOA Plan. Any party may withdraw from this MOU by giving written notice of intent to withdraw at least thirty (30) calendar days in advance of the effective withdrawal date. If agreed to by all parties, the timeframes for notice may be reduced or extended.
Notice of withdrawal shall be given to the SAWDB at the address listed in the signed attachments of this MOU, and to the contact person so listed, considering any information updates received by the parties, a courtesy notification shall be made to all parties of this MOU in a timely manner. 33) NOTICES
All notices, requests, claims, correspondence, reports, statements authorized or required by this Agreement, and/or other communications shall be addressed as follows:
17 City Council 7 – 168 7/15/2025
Exhibit 3
City of Santa Ana:
Partner:
City of Santa Ana
Administration Services
801 W. Civic Center Dr., Suite 200
Santa Ana, CA 92701
Santa Ana Housing Authority
Attn: Housing Manager
20 Civic Center Plaza M-25
Santa Ana, CA 92701
34) INSURANCE
The AJCC Partners agree that their current in force insurance or self-insurance coverage programs shall apply to their operations performed under the Workforce Innovation Opportunity Act and at the SAWC, including commercial general liability, business personal property, workers’ compensation and employee dishonesty/crime coverages. The City of Santa Ana shall be named as additional insured for such insurance by endorsement, to the commercial general liability and employee dishonesty/crime insurance policies and the coverage shall be primary and noncontributory with regard to the City. 35) AUTHORITY AND SIGNATURES
The individuals signing this MOU and its attachments, which are incorporated herein by reference, have the authority to commit the party they represent to the terms of this MOU, and do so commit by signing.
ATTACHMENTS
Attachment 1: AJCC Partners Location and Map
Attachment 2: Santa Ana AJCC Partner Services
Attachment 3: AJCC Comprehensive Infrastructure Budget, and Other System Cost Budget Attachment 3-1: Applicable Career Services
Attachment 4: Comprehensive Cost Allocation and Partner Contributions Attachment 5: Office Lease
18 City Council 7 – 169 7/15/2025
Exhibit 3
City Council 7 – 170 7/15/2025
Exhibit 3
Attachment 1
AJCC Partners Location and Map
Partner Program Partner
Organization
City of Santa Ana
Authorization/Category Physically
Co-Located
Title I Adult, Dislocated
Workers and Youth
programs
WIOA Title I Adult, Dislocated Workers, Youth
Programs Yes
Rancho Santiago
Community College
District
WIOA title II Adult Education and Family
Literacy Act (AEFLA) program
Career and technical education (CTE)
programs at the postsecondary level,
authorized under the Carl D. Perkins Career
and Technical Education Act of 2006 (20 U.S.C.
2301 et seq.)
Adult Education/
Literacy and Carl Perkins
Career Technical
Education
No
Employment
Development
Department (EDD)
WIOA title III Wagner-Peyser Employment
Services, authorized under the Wagner-Peyser
Act (29 U.S.C. 49 et seq.), also providing the
state’s public labor exchange.
Wagner-Peyser
Yes
Employment
Development
Department (EDD)
Employment
Development
Department (EDD)
Employment
Development
Jobs for Veterans State Grants (JVSG),
authorized under chapter 41 of title 38, U.S.C. Veterans Trade Act
Yes
Yes
No
Trade Adjustment Assistance (TAA),
authorized under chapter 2 of title II of the
Trade Act of 1974 (19 U.S.C. 2271et seq.)
Unemployment
Insurance (UI) Unemployment Insurance (UI) programs under state unemployment compensation laws. Department (EDD)
State Department of WIOA title IV State Vocational Rehabilitation Vocational
Rehabilitation Services
program authorized under title I of the
Rehabilitation Act of 1973 (29 U.S.C. 720 et
seq.)
Rehabilitation Yes
Yes
Temporary Assistance
for Needy Families
(TANF)
Social Service
Agency-Family SelfSufficiency
Temporary Assistance for Needy Families
(TANF), authorized under part A of title IV of
the Social Security Act (42 U.S.C. 601 et seq.)
Senior Aid Program
Regions II & III
SER-Jobs for
Senior Community Service Employment
Program (SCSEP), authorized under title V of
the Older Americans Act of 1965 (42 U.S.C.
3056 et seq.)
Senior Aid Program Yes
Progress, Inc.
Job Corps
Native American
Programs
Long Beach Job Corps WIOA Title I C, Jobs Corps
United American Indian Indian and Native American Programs (Section No
No Involvement, Inc. 166)
Housing & Urban
Development
Adult Demonstration
Santa Ana Housing
Authority
Orange County
Housing & Urban Development (HUD)
Yes
No
Reentry Employment Opportunities (EO)
Sheriff’s Department programs authorized under sec. 212 of the Second Chance Act of 2007 (42 U.S.C. 17532)
and WIOA sec. 169
City Council 7 – 171 7/15/2025
Exhibit 3
Attachment 1
AJCC Partners Location and Map
City Council 7 – 172 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
SANTA ANA AJCC Partner Services
Service
Partner Name Entity/Program Delivery
Method Career Training Employer
1, 2, 3, 4, 6, 7, 8, 10, 11, 12, 13, 14, 15,
16, 17 Title I Adult, DW, Youth City of Santa Ana 1, 2, 5, 7, 9 1, 8
1,2,3,4,5,6,7,8 FT, T, B, P, O
Rancho Santiago
Community College
District
Adult Education/ Literacy 2, 3, 12, 14-15, 17 B, P, O
Employment Development
Department (EDD) Wagner-Peyser 1,2,3,4,5,6,8,9 ,10,17, 1,2,3,416,7,8 FT,PT,T,A,B,P,V Veterans (Jobs for Veterans Employment Development 1,2,3,4,5,6,8,9,10,11, 1,2,3,4,6,7 FT,T,A,B,P,V State Grant) Department (EDD) 12,13,14,15,16,17 Trade Act (Trade Adjustment Employment Development Current program is expired Assistance) Department (EDD) Employment Development
Department (EDD) Unemployment Compensation 1,9 8 T,A,B
1, 2, 3, 4, 5, 6, 7, 8 , 11, 12, 13, 14, 15,
16, 17
DOR Eligible: 1, 1, 2, 4 DOR State Department of
Rehabilitation
PT, FT
Vocational Rehabilitation
TANF
2, 3, 4, 5, 6, 7,
8, 9,
Eligible: 3, 5,
8 Social Service AgencyFamily Self-Sufficiency
Rancho Santiago
Community College
District
Carl Perkins Career Technical
Education
Senior Aid Program
Regions II & III SER-Jobs for 1, 2, 3, 4, 8, 10, 11, 12, 13, 15, 16 Progress, Inc.
Long Beach Job Corps
1, 2, 5, 7 PT, T, B
Title V Older Americans Act
Job Corps
Native American Programs
(Section 166)
United American Indian
Involvement, Inc.
1 City Council 7 – 173 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
Housing & Urban
Development Housing Authority 1,2, 3, 4, 8, 10,13, 15,16,17 FT, B, P, O CAREER SERVICES: Basic Career Services (BCS) include self-help service services requiring minimal staff assistance and Individualized Career Services (ICS) requiring more staff involvement generally provided to individuals unable to find employment through basic career services, and deemed to be in need of more concentrated services to obtain employment; or who are employed but deemed to be in need of more concentrated services to obtain or retain employment that allows for self-sufficiency.
Basic Career Services
1. Eligibility Determination: This is the process of obtaining and documenting information about an individual's circumstances and comparing that information with the criteria set by an agency or program to decide if the individual qualifies for participation.
2. Outreach, Intake and Orientation: Outreach activities involve the collection, publication, and dissemination of information on program services available and directed toward jobless, economically disadvantaged, and other individuals. Intake is the process of collecting basic information, e.g., name, address, phone number, SSN, and all other required information to determine eligibility or ineligibility for an individual's program. Orientation, whether offered in a group setting, one-on-one, or electronically, is the process of providing broad information to customers in order to acquaint them with the services, programs, staff, and other resources at the Santa Ana Work Center, or its partner agencies.
3. Initial Assessment: For individuals new to the workforce system, initial assessment involves the gathering of basic information about skill levels, aptitudes, abilities, barriers, and supportive service needs in order to recommend next steps and determine potential referrals to partners or community resources.
4. Job Search, Placement Assistance, and Career Counseling: Job Search helps an individual seek, locate, apply for, and obtain a job. It may include but is not limited to: job finding skills, orientation to the labor market, resume preparation assistance, referrals to job openings, placement services, job search workshops, vocational exploration, and re-employment services such as orientation, skills determination, and pre-layoff assistance. Placement Assistance is a service that helps people to identify and secure paid employment. Career Counseling is a facilitated exploration of occupational and industrial information.
5. Employment Statistics-Labor Market Information: Collect and report data about employment levels, unemployment rates, wages and earnings, employment projections, jobs, training resources and careers; (LMI)
6. Eligible Provider performance and program Cost Information: Collect and provide information on:
A. Eligible training service providers (described in WIOA Section 122) 2 City Council 7 – 174 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
B.
C.
D.
Eligible youth activity providers (described in WIOA Section 123) Eligible adult education providers (described in WIOA Title II).
Eligible postsecondary vocational educational activities and vocational educational activities available to school dropouts under the Carl Perkins Act (20 USC 2301).
E. Eligible vocational rehabilitation program activities (described in Title I of the Rehabilitation Act of 1973).
7. Local Performance Information: Collect and provide information on the local area's recent performance measure outcomes.
8. Supportive Services' Information: Collect and provide information on services such as transportation, child care, dependent care, housing, and needs-related payments that are necessary to enable an individual to participate in employment and training activities.
9. Unemployment Compensation: Provide information on filing claims for state benefit payments that protect individuals from economic insecurity while they look for work. Claims may be filed on-line or via telephone available in the Santa Ana Work Center.
10. Eligibility Assistance: Provide guidance to individuals on eligibility for other programs and on financial aid assistance for training and education programs that are available in the local area. 1l. Follow-Up Services: Services provided to participants who are placed in unsubsidized employment, for not less than 12 months after the first day of the employment. These services assist those individuals to maintain employment or qualify for promotions with that employment.
Individualized Career Services
12. Comprehensive and Specialized Assessments: A closer look at the skills levels and service needs that may include:
A.
B.
Diagnostic Testing and use of other assessment tools; and In-depth interviewing and evaluation to identify employment barriers and appropriate employment goals.
13. Individual Employment Plan Development: Working with individuals to identify their employment goals, the appropriate achievement objectives, and the appropriate combination of services that will help the individual achieve those goals. 3 City Council 7 – 175 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
14. Group Counseling
15. Individual Counseling and Career Planning
16. Case Management: For participants who receive training services under WIOA Section 134(d)(4).
17. Short-Term Prevocational Services: Can include development of learning skills, communication skills, interviewing skills, punctuality, personal maintenance skills, and professional conduct, to prepare individuals for unsubsidized employment or training.
Training Services: Services offered through a training provider to help individuals upgrade their skills, earn degrees and certifications, or otherwise enhance their employability through learning and education. Types of training services include:
1. Occupational Skills Training: An organized program of study that provides specific vocational skills that lead to proficiency in performing actual tasks and technical functions required by certain occupational fields at entry, intermediate or advanced levels.
2. On-the-Job Training (OJT): Training by an employer that is provided to a paid participant while engaged in productive work that is limited in duration, provides knowledge or skills essential to the full and adequate performance of the job, and reimburses the employer for the costs associated with training the OJT trainee often calculated based on a percentage of the trainee's wages.
3. Workplace and cooperative education: Programs that combine workplace training with related instruction which may include cooperative education programs
4. Training programs operated by the private sector
5. Skills upgrading and retraining: Courses that prepare persons for entrance into a new occupation through instruction in new and different skills demanded by technological changes. These courses train incumbent workers in specific skills needed by that business or industry and that lead to potential career growth and increased wages. This includes courses that develop professional competencies that are particularly relevant to a vocational/occupational goal. It must be demonstrated that the training will result in the workers' acquisition of transferable skills or an industry-recognized certification or credential.
6. Entrepreneurial training
7. Job-readiness training
4 City Council 7 – 176 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
8. Adult Education and Literacy programs: Services or instruction below the postsecondary level for individuals who are not enrolled or required to be enrolled in secondary school under state law and lack basic educational skills to enable the individuals to function effectively in society and on a job, Services include, but are not limited to, one-on-one instruction, coursework, or workshops that provide direction for the development and ability to read, write, and speak in English, compute, and solve problems, at levels of proficiency necessary to function in society or on the job,
9. Customized training: Training that is designed to meet the special requirements of an employer or group of employers and that is conducted with a commitment by the employer to employ an individual upon successful completion of the training and for which the employer pays for a portion of the cost of training.
Employer Services: Santa Ana Work Center services offered to employers include:
1. Employer needs assessment: Evaluation of employer needs, particularly future hiring and talent needs.
2. Job posting: Receiving and filling of job openings; searching resumes; providing access to a diverse labor pool.
3. Applicant pre-screening: Assessing candidates according to the employer's requirements and hiring needs; referring candidates based on their knowledge, skills, and abilities relative to the employer requirements.
4. Recruitment assistance: Raising awareness of employers and job openings and attracting individuals to apply for employment at a hiring organization. Specific activities may include posting of employer announcements, provision of job applications, and hosting job fairs and mass recruitment.
5. Training assistance: Providing training resources to enable employers to upgrade employee skills, introduce workers to new technology, or to help employees transition into new positions.
6. Labor Market Information: Access to information on labor market trends, statistics, and other data related to the economy, wages, industries, etc.
7. Employer information and referral: Provision of information on topics of interest to employers such as services available in the community, local training providers, federal laws and requirements, tax information, apprenticeship
8. programs, human resource practices, alien labor certification, incentive programs such as WOTC or the federal bonding program, etc.
9. Rapid Response and Layoff Aversion: Provision of services to prevent downsizing or closure, or to assist during layoff events, Strategies may include incumbent worker training to avert lay-offs, financing options, employee ownership options, placement assistance, worker assessments, establishment of transition centers, labormanagement committees, peer counseling, etc. 5 City Council 7 – 177 7/15/2025
Exhibit 3
SANTA ANA AJCC Partner Services Attachment 2
Service Delivery Codes: How will your agency provide the services indicated? Code
FT
PT
T
A
B
Method Description
On-Site Staff Full Time
On-Site Staff Part Time
Access Via Telephone
Access Via Automated System
Brochure/Handout
P
O
Posting at One-Stop Center
Other
NA Not Applicable
6 City Council 7 – 178 7/15/2025
Exhibit 3
Attachment 3
Santa Ana
AJCC Comprehensive Infrastructure and Other Costs Budget 2025-2026 SAHA
491.33 Sq Ft
2.54% Percentage
Total
Monthly
Monthly Rent and
Cost Category/
Line Item
Monthly
Cost
Property Equipment
Cost Details Rent Cost
Rent
Base Rent Incl. Janitorial, Maint and Utilities -
-
-
-
1,224.95 1,224.95
CAM Charges
Operational Cost
Management Fee
Parking
41.53 41.53
2% of Rent - -
1.76% of Rent
Parking Overages
-
-
-
38.15 38.15
Total Rent $38.15 $1,266.48 $1,304.63
Utilities/Maint/Service
Telephone Services
Shared Phones
Security Guard
Dial Tone and Voice Mail
by usage percentage
1040 hrs x $30.18 1040 x $31.69
- - -
- -
-
-
129.70 129.70
Total Utilities/Maintenance $129.70 $129.70
Equipment
Public Computers - - -
Resource Room Computers (21)
Computer Lab Computers (21)
-
-
-
-
-
-
Total Equipment $0.00 $0.00
**Tech & Access Costs
Access System/Card Key Card System -
-
-
-
-
-
-
-
-
Data & Phone Cabling Cabling
Information Technology Cost
***Copiers (Annual)
Wireless Network Bridge Maintenance
Resource Room used by clients
Copy room Copier for staff only
2.76 1.78
-
-
2.76 1.78
Total Technology and Access $4.54 $4.54
Lease & Infrastructure Total $172.39 $1,266.48 $1,438.87 ** Technology and Access Costs are all based on percentage Revised 5/28/2025 9:18 AM ***Copiers are leased equipment and are charged by percentage. Additional charge for usage will be calculated and charged City Council 7 – 179 7/15/2025
Exhibit 3
Attachment 3-1
Applicable Career Services
Sharing Other One-Stop Delivery System Costs
The budget must include “applicable career services” as well as any other shared costs agreed upon by the AJCC partners. While only co-located partners share infrastructure costs, all One-Stop partners must share in other system costs, including applicable career services.
Required Consolidated System Budget for “Applicable Career Services” Summary of Career Services Applicable to Each AJCC Partner The MOU requires identification of the career services that are applicable to each partner program (Attachment 2). Accordingly, this budget includes each of the partner’s costs for the service delivery of each applicable career service.
Unlike infrastructure cost sharing, other system costs, including “Applicable Career Services” are not limited to the non-personnel costs and should include all costs related to the administration and delivery of those services.
AJCC Applicable Career Services DOR
Career Services:
Eligibility Determination (1)
$589,069.89
Outreach, Intake and Orientation (2)
Initial Assessment (3)
Job Search, Placement Assistance, and Career Counseling (4) Employment statistics-Labor Market Information (5)
Eligible Provider performance and program Cost Information (6) Local Performance Information (7)
Supportive Services' Information (8)
Unemployment Compensation(9)
Eligibility Assistance(10)
Follow-Up Services(11)
Comprehensive and Specialized Assessments(12)
Individual Employment Plan Development (13)
Group Counseling (14)
Individual Counseling and Career Planning (15)
Case Management (16)
Short-Term Prevocational Services (17)
Training $2,356,279.58
Occupational Skills Training (1)
On-the-Job Training (OJT) (2)
Workplace and cooperative education (3)
Training programs operated by the private sector (4)
Skills upgrading and retraining (5)
Entrepreneurial training (6)
Job-readiness training (7)
Adult Education and Literacy programs (8)
Customized training (9)
City Council 7 – 180 7/15/2025
Exhibit 3
Attachment 3-1
Applicable Career Services
Employer Services
Employer needs assessment (1)
Job posting (2)
$0
Applicant pre-screening (3)
Recruitment assistance (4)
Training assistance (5)
Labor Market Information (6)
Employer information and referral (7)
Rapid Response and Layoff Aversion (8)
Total Career Service Cost $2,945,349.48
City Council 7 – 181 7/15/2025
Exhibit 3
Attachment 4
Comprehensive Cost Allocation and Partner Contributions AJCC (Comprehensive)
Square Footage Partner
% of Total
Square
Footage
Operational Cost
and Management Monthly Charges
Fees
Paid for Based on
Office Sharing /
Payment Ratio
Monthly Property
Rent*
Monthly Rent +
and Charges
Amount : InKindContributions
Yearly Career
Services**
Partner Program CAM Charges
EDD 9448.78
5955.50
163.78
868.97
491.33
236.56
1737.52
327.56
48.90%
30.82%
0.85%
4.50%
2.54%
1.70%
8.99%
1.70%
$
$
$
$
$
$
$
$
23,556.90
14,847.73
408.32
$ 885.74 $
$
$
$
$
$
$
$
6,371.95
5,147.23
118.42
199.29
172.39
236.87
475.14
132.74
$ 30,814.59
21,370.47
540.58
$
$
$
$
$
$
$
$
2,542,122.41
1,947,477.00
2,945,349.48
1,235,907.20
202,860.00
12,397.50
-
Santa Ana WORK Center (City of Santa Ana)
Department of Rehabilitation
Social Services Agency-Family Self-Sufficiency
Santa Ana Housing Authority
$ 1,375.51 $ - $
$
$
$
$
$
$
$ -
$ 13.84 $ -
2,166.45
1,224.95
816.64
2,365.74
1,438.87
1,081.19
4,953.84
977.06
$
$
$
$
41.53 SER Jobs for Progress 27.68
Rent Stabilization Division 4,331.84
816.64
146.86
Santa Ana Public Library 27.68 -
Community Action Partnership of OC
Rancho Santiago Community College District
Job Corps
United American Indian Involvement, Inc.
Total Rentable Space 19230.00 100.00% $ 48,169.47 $ 1,633.10 $ 885.74 $ 12,854.03 $ 63,542.34 $ - $ 8,873,716.09 Revised 6/10/25 6:23:46 AM
City Council 7 – 182 7/15/2025
Exhibit 3
City Council 7 – 183 7/15/2025
Exhibit 3
City Council 7 – 184 7/15/2025
Exhibit 3
City Council 7 – 185 7/15/2025
Exhibit 3
City Council 7 – 186 7/15/2025
Exhibit 3
City Council 7 – 187 7/15/2025
Exhibit 3
City Council 7 – 188 7/15/2025
Exhibit 3
City Council 7 – 189 7/15/2025
Exhibit 3
City Council 7 – 190 7/15/2025
Exhibit 3
City Council 7 – 191 7/15/2025
Exhibit 3
City Council 7 – 192 7/15/2025
Exhibit 3
City Council 7 – 193 7/15/2025
Exhibit 3
City Council 7 – 194 7/15/2025
Finance and Management Services
www.santa-ana.org/finance
Item # 8
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 15, 2025
TOPIC: eProcurement Bidding Platform Module Services
AGENDA TITLE
Agreement with PlanetBids, LLC for eProcurement Bidding Platform Module Services (Specification No. 25-045) (General Fund and Non-General Fund)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with PlanetBids, LLC to provide eProcurement Bidding Platform Module Services in an amount not to exceed $159,635, for a term beginning July 15, 2025 and expiring June 30, 2028, with provisions for one (1), one-year extension (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Finance Department’s Purchasing Division oversees centralized procurement for the City of Santa Ana, ensuring that all solicitations and contract awards are conducted in a responsive, fair, and impartial manner. In 2021, the City entered into an agreement with PlanetBids, LLC to streamline the procurement solicitation process. By implementing the Bid Management Module Services, the City has achieved a more efficient and transparent method for online advertising, monitoring, and awarding formal and informal bids and proposals. There are currently over 12,000 vendors subscribed to the City’s designated platform, including 2,000-plus self-certified small or local vendors in the Orange County area. Vendor registration is easy and free, and allows businesses to receive real-time notifications of City bidding opportunities and updates.
The PlanetBids, LLC platform provides a central repository for all material, professional services, non-public works, and public works project solicitations, and employs real-time notifications of requests for bids and proposals, as well as addenda notification, custom emails, and online Q&A management. The set of modules to be utilized are: Vendor Management, Bid Management, Bid Spec Library, and Emergency Operations. The contract also allows for the future addition of the Project Evaluation module to support best practices during the evaluation phase of solicitations.
City Council 8 – 1 7/15/2025
eProcurement Bidding Platform Module Services
July 15, 2025