Santa Ana City Council
October 7, 2025

City Council
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CertificationRegardingLobbying
Certificationfor ContractskGrants,Leant, andCooperative-Mreerrients Theundersignedcertifies, tothebestof his orher knowledgeandbelief; that:
1) No'Federalappropriatedfundshavebeenpaidor will bepaid,bywon behalfof the • • Undersigned, totinypersonforinfluencingor attemptingtoinfluenceanOfficeror employeeof anyagency, &KelliherofCongress, anofficeror employeeof Congress,or • • • anemployeeOfaMemberof Congresshi connectionwith theawardingof•anyFederal control, the'moltingof opy•-cooporativeagreement, andtheextension,Continuation, , renewal,amendment, orModificationof anyFecleratcontact, grant;loanor cooperative • agteernent. . •
2) If anyfundsOtherthanFederalappropriatedfunds.havebeenpaidor will be.paid•to anypoisonforinflueneirigofatteMPlin$toinflitOrieeanofficeroremployeeofany. agency,aMetiiber-ofCongress,anofficeroremployeeof COngresa,,ornnemployeeoft MeMbetofCOngreasincottheotionwiththisFederalcontract,grant„loan; orcooperative agrecingift,the:ionderalgriedshallcoMpleteandsubmit.StandardFortn-LLL, "...Disclosure Fennto ReportLobbying? in accordauee.with itainstructionn, 3) Thenude-Signedsholirequirethattheiauggageofibis certifieationbelacludectinthe aWartidectImentsfat allattbawardaatalltiers(including•subcontmettsubgrants,and contractstindergroats,loans,andCooperativeagreements)andthatallfittbtoWiiettsshall certify and•diseloseaccordingly,
This certification la•o;inaterialrePrasetnuttPaef.faet,upon which reliancewasplaced When this transeetion was.made-or entered-into, Submission ofthis cerfification is a prerequialtelormakingorentari.49intothis.transOp.tioninto$eithy'SbOtio01352,Title 31,U S,Code. Anypersonwhofailstofile therequitedcertificationshallbesubjectto acivilpenaltyofnotlessthati.$10,006andnotmorethan$100,000foreach8110failure.

Cityof SantaAna/PublicWorksAgency
Grantee/Contactor Organization
Nabi 1.Saba L.ttNani0 of Certifying Officer Signature Date

EXFILBIT D

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SUBRECIPIENTwarrantsthefollowing;

1. SUBRECIPIENTwillcomplywithPublicLaw88-352,TitleVI oftheCivilRights Actof1964(42U. S. C. section2000etseq.) andimplementingregulationin24CFRPart 1.

2. NopersonintheUnitedStatesshallonthegroundofrace,color,religion,national • • origin, orsex,beexcludedfromparticipationin, orbedeniedthebenefitsof;orbe subjectedtodiscriminationunderanyprogramornativityfundedinwholeorinpartwithcommunitydevelopmentfluidsmadeavailablepursuanttotheACT.

3. All laborersandmechanics, employedbycontractorsorsubcontractorsinthe ' performanceofconstructionworkfinancedinwholeorinpartwithcommunity developmentfundsshallbepaidwagesatratesnotlessthanthoseprevailingonsimilarconstructioninthelocalityasdeterminedinaccordancewiththeDavis-BaconAct,as amended,40U. S.C. Sections276a1-5,exceptforindividualswhoperformservicesfor whichtheyvolunteered; dopotreceivecompensationforsuchservices; orarepaidexpenses,reasonablebenefits;oranominalfeeforsuchservices; andarenototherwise employedatanytimein constructionwork, .

4. SUBRECIPIENTwillcomplywithallFederalstatutesapplicabletoprojectsfitnded withcommunitydevelopmentfunds, exceptthat(a)SUBRECIPIENTdoesnotassume • ' CITY'Senvironmentalresponsibilitiesdescribedat24CFR570.604; and(b) SUBRECIPIENTdoesnotassumeCITY'Sresponsibilityforinitiatingthereviewprocessunder Executive Order 12372.

EXHIBIT D

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Certification Regarding Drug-Free Workplace Requirements Thecertificationsetoutbelowisamaterialrepresentationuponwhichrelianceisplaced bytheU.S. Departmentof HousingandUrbanDevelopmentinawardingthegrant. IfIt Islaterdeterminedthatthecontractorknowinglyrenderedafalsecertification, or otherwiseviolatestherequirementsofthe Drug-FreeWorkplaceAct,theU.S.

DepartmentofHousingandUrbanDevelopment, inadditiontoanyotherremedies availabletotheFederalGovernment, maytakeactionauthorizedundertheDrug-FreeWorkplace Act,

CERTIFICATION
A. Thecontractorcertifiesthatitwillprovideadrug-freeworkplaceby:
a) Publishinga"statementnotifyingemployeesthatthe unlawfulmanufacture, distribution, dispensing, possessionor useof a controlledsubstanceis prohibitedinthecontractor'sworkplaceandspecifyingtheactionsthatwill betakenagainstemployeesforviolationofsuchprohibition;
b) Establishing a drug-free awareness program to Inform employees about( 1) Thedangersofdrugabuseintheworkplace;2) Thecontractor's policyof maintaininga drug-freeworkplace;3) Anyavailabledrugcounseling, rehabilitation, andemployee assistance program; and
4) Thepenaltiesthatmaybeimposeduponemployeesfordrugabuse violations occurring In the workplace;
c) MakingIta requirementthateachemployeewhowillbe engagedinthe performanceofthegrantbegivenacopyofthestatementrequiredbyparagraph (a); d) Notifyingtheemployeeinthestatementrequiredbyparagraph-(a)that, as a conditionof employment under the contract, the employeewill - 1) Abide by the terms of the statement; and
2) Notifytheemployerof anycriminaldrugstatuteconvictionfor a violationoccurringin theworkplacenolaterthanfive daysafter such conviction.
e) NotifyingtheU,S. DepartmentofHousingandUrbanDevelopmentwithin ten days after receiving notice under subparagraph (d)(2) from an employeeor otherwise receiving actual notice of such conviction; EXHIBIT!:

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f) Takingoneofthefollowingactions, within30daysofreceivingnotice under, subparagraph•(d)(2), withrespecttoanyemployeewhoIssoconvicted - 1)
Takingappropriatepersonnelactionagainstsuchanemployee, upto andIncludingtermination; or 2)
Requiringsuchemployeetoparticipatesatisfactorilyinadrug ,abuse, assistanceorrehabilitationprogramapprovedforsuch purposesbyaFederal, State, orlocalhealth, lawenforcement, orOtherappropriate•agenoy; g) Makingagoodfaithefforttocontinue'tomaintaina drugfreeworkplace throughimplementationofparagraphs(a), (b), (c), (d), (e) and (f). • B. Thecontractorshallinsertinthespaceprovidedontheattached "Placeof Performance"formthesite(s)fortheperformanceofworktobecardedoutwith thegrantfunds(includingstreetaddress, city, county, state,andzipcode) ,the contractorfurthercertifiesthat, ifitissubsequentlydeterminedthatadditional siteswillbeusedfortheperformanceofworkunderthecontract, itshallnotifytheU:S. DepartmentofHousingandUrbanDevelopmentImmediatelyuponthedecisiontousesuchadditionalsitesbysubmittingarevised "PlaceofPerformance" form. l 21 . J2 s PPVl . .

Orga za/tio(f
AiAuthorized Signature Date •

EXHIBIT E

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PLACE OF PERFORMANCE

FOR CERTIFICATION REGARDING DRUG- FREE

WORKPLACE REQUIREMENTS
Name: . Nabil Saba
Date: 2/ 14/ 22
The ContractorshallinsertIn the spaceprovidedbelowthe site(s) expectedto be used ' for the performanceofwork under the contractcoveredby the certification:

PlaceofPerformance (includestreetaddress, city, county, state,alpcodeforeachsite): • 20 Civic Center Plaza
Santa Ana, CA 92701

EXHIBIT E

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ACC CERTIFICATE OF LIABILITY INSURANCE DATE( MM/ DD/ YYYY) irm...."--- 11/ 01/ 2024
THIS CERTIFICATEIS ISSUEDAS A MATTEROF INFORMATIONONLYAND CONFERSNO RIGHTSUPONTHE CERTIFICATEHOLDER. THIS

CERTIFICATEDOESNOTAFFIRMATIVELYOR NEGATIVELYAMEND,EXTENDORALTERTHECOVERAGEAFFORDEDBY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONALINSURED,the policy(ies) must haveADDITIONALINSUREDprovisions or be endorsed.

If SUBROGATIONISWAIVED,subject to the terms andconditions of the policy, certainpolicies mayrequirean endorsement. A statementon this certificate does not confer rights to the certificate holder in lieu of such endorsement( s).

PRODUCER CONTACT Certificate DepartmentNAME: p
Assured Partners of California- Santa Ana PHONE ( 949)949) 261- 5335 FAX ( 949) 261- 1911 2913 Pullman Street
A/ C, No, Ext): A/ C, No):

E- MAIL
certificates. nb@assuredpartners. comADDRESS:

Lic# 0M07762 INSURER( S) AFFORDING COVERAGE NAIC#
Santa Ana CA 92705 INSURER A: Middlesex Insurance Company 23434

INSURED
INSURER B: Starstone National Insurance Company 25496
PCN3, Inc. INSURER c: CM Vantage Specialty Insurance Company 15872 11082 Winner Circle# B INSURER D:

INSURER E:

Los Alamitos CA 90720 INSURER F:

COVERAGES CERTIFICATE NUMBER: 24- 25 GL, BA, UMB, WC REVISION NUMBER:

THISISTOCERTIFYTHATTHEPOLICIESOFINSURANCELISTEDBELOWHAVEBEENISSUEDTOTHEINSUREDNAMEDABOVEFORTHEPOLICYPERIOD INDICATED. NOTWITHSTANDINGANY REQUIREMENT,TERM OR CONDITIONOF ANY CONTRACTOR OTHER DOCUMENTWITH RESPECTTO WHICHTHIS

CERTIFICATEMAYBE ISSUEDOR MAYPERTAIN,THE INSURANCEAFFORDEDBYTHE POLICIESDESCRIBEDHEREINIS SUBJECTTOALLTHE TERMS, EXCLUSIONSAND CONDITIONS OF SUCH POLICIES.LLMITSSHOWN MAY HAVEBEEN REDUCED BY PAID CLAIMS.

TR A
TYPE OF INSURANCE INSD `
D '

D WVDD POLICY NUMBER

POLICY EFF POLICY EXP

MM/ DDIYYYY) ( MM/ DD/ YYYY) LIMITS

X COMMERCIAL GENERAL LIABILITY
EACH OCCURRENCE S 1,000,000DAMAGE TO RENTEDCLAIMS- MADE X OCCUR PREMISES( Ea occurrence) $ 500, 000
MED EXP( Any one person) $ 5, 000
A Y Y A0144715001 01/ 13/ 2024 01/ 13/ 2025 PERSONAL& ADV INJURY $ 1,000, 000 GEN' L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 3, 000, 000 POLICY X ROTn LOC 0000PRODUCTSCOMP/OPA
OTHER: S
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT $ 1, 000, 000Ea accident) X ANY AUTO BODILY INJURY( Per person) S
A OWNED SCHEDULED Y Y A0144715003 01/ 13/2024 01/13/2025 BODILYINJURY(Peraccident) $AUTOS ONLY AUTOS

HIRED NON- OWNED PROPERTY DAMAGE
AUTOS ONLY _ AUTOS ONLY Per accident)
X UMBRELLA LIAB X OCCUR EACH OCCURRENCE 5, 000, 000
A EXCESS LIAB CLAIMS- MADE A0144715002 01/ 13/ 2024 01/ 13/ 2025 AGGREGATE S 5,000,000 DED RETENTION$

WORKERS COMPENSATION

X STATUTE OTH-ERAND EMPLOYERS' LIABILITY YI N
B ANY PROPRIETOR/ PARTNER/ EXECUTIVE E. L. EACH ACCIDENT 1, 000, 000 OFFICER/ MEMBER EXCLUDED? Y N/ A Y T10240890 04/ 01/ 2024 04/ 01/ 2025 Mandatory in NH) E. L. DISEASE- EA EMPLOYEE $ 1,000, 000 If yes, describe under
DESCRIPTION OF OPERATIONS below E. L. DISEASE- POLICY LIMIT $ 1,000, 000 Each Occurrence 5, 000, 000
Excess LiabilityC Per Occurrence CMVEXL004516101 01/ 13/ 2024 01/ 13/ 2025 Aggregate 5, 000, 000 DESCRIPTIONOFOPERATIONSI LOCATIONS/VEHICLES (ACORD101,Additional RemarksSchedule,maybe attachedIf morespaceIsrequired) Please see attached for additional coverages.***
RE: Renovationof NewhopeLibrary(122 N NewhopeSt, SantaAna, CA92703)and Delhi Library(505 E CentralAve, SantaAna, CA92707) Cityof SantaAna,itsCityCouncil,officers,officials,employees,agents,andvolunteersarenamedasAdditionalInsuredontheGLperCG2037.0413and CG2010.0413,WaiverofSubrogationperCG2404.0509,PrimaryNonContributoryperCG2001.0413.AutomobileAdditionalInsuredwithPrimaryNon ContrubutoryperCA7601.0615.AutoWaiverof SubrogationperCA0444.1013.WorkersCompensationWaiverof SubrogationperWC040306.0484.

CERTIFICATE HOLDER CANCELLATION

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN City of Santa Ana ACCORDANCE WITH THE POLICY PROVISIONS.

Risk Management Division

AUTHORIZED REPRESENTATIVE
20 Civic Center Plaza
Santa Ana CA 92701 t1'%re/ i ( t-- -
I
ACORD 25( 2016/ 03) The ACORD name and logo are registered m

APPROVED
By Cynthia Mora at 2: 01 pm, Nov 05, 2022

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EXHIBIT NO. 2

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CITY OF SANTA ANA FY 25/26CIP

CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:

The Newhope Library is being renovated to address the long- deferred critical and life safety maintenance needed to extend he building's service life by another 50+ years. The renovation includes items such as HVAC, windows, framing, and exterior site furnishings.

PROJECT NEED:

Newhope Library, the 10,600-sq-ft Library remains in generally the same condition as when it was originally built in 1976. The renovation will include modernizing the overall Library branch, renovating the storefront of the building, remodeling the front checkout desk/staff area, remodeling kitchen/break area, creating a new Media Lab space, and replacing existing HVAC systems.

PROJECT TITLE:

Newhope Library Modernization
PROJECT CATEGORY:

City & Park Facility Improvements
Facility

LOCATION MAP
AGENCY: DIVISION: CONTACT: DATE:

Library Administration Maria Castro, Senior Management Analyst - Library 18-Sep-2025 PROJECT COSTS FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 Construction 5,650,000 - - - - - -
Contingency 505,000 - - - - - -
Engineering 54,810 - - - - - -
TOTAL 6,209,810 - - - - - -
SOURCE OF FUNDS FY 25/26 FY 26/27 FY 27/28 FY 28/29 FY 29/30 FY 30/31 FY 31/32 ARPA Funds 3,604,972 - - - - - -
Cannabis 849,643 - - - - - -
CDBG Programs 531,250 - - - - - -
GENERAL FUND 158,500 - - - - - -
PUBLIC LIBRARY GRANT 1,065,445 - - - - - -
TOTAL 6,209,810 - - - - - -
EXHIBIT NO. 3

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City Manager’s Office
www.santa-ana.org/cm
Item # 9
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: License Agreement with Bowers Museum for Digital Marquee Placement

AGENDA TITLE
License Agreement with Bowers Museum for Digital Marquee Placement

RECOMMENDED ACTION
Authorize the City Manager to execute a license agreement with The Charles W.

Bowers Museum Corporation to grant the City use of a specific section of real property, located on the northeast corner of 1914 W. Main St., for placement of a digital marquee for a 10-year term, with provisions for an automatic 10-year extension. (Agreement No.

A-2025-XXX)
GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
On August 6, 2024, the City Council approved an agreement with Outdoor Dimensions, LLC, in the amount of $1,859,909, for installation of 6 (six) digital marquees at City parks and at Bowers Museum, as part of the Revive Santa Ana pandemic recovery initiative’s Expansion of Critical Communications. This project, funded by the American Rescue Plan Act (ARPA), aims to deliver important information about City programs, events, news, and resources to residents.

Approval of the license agreement with The Charles W. Bowers Museum Corporation (Exhibit 1) would allow the City to install the digital marquee at Bowers as part of the citywide digital marquee project. The license agreement grants the City the use of approximately 300 square feet of its property at the northeast corner of 1914 W. Main St. to install and operate the digital marquee. This includes an easement to access the license area to conduct repairs, maintenance, and/or improvements to the marquee. In return, the City would grant Bowers 10 percent of the digital marquee screen time to promote its programs, exhibitions, and events, including the availability of free admission for Santa Ana residents on Sundays and the free monthly festivals that it provides for the community.

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License Agreement with Bowers Museum for Digital Marquee Placement October 7, 2025

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The license agreement is for a 10-year term, with an automatic 10-year extension and an annual renewal unless the City chooses to terminate the agreement. The timeframe of the digital marquee agreement approximately coincides with the timeframe and extensions for the current Bowers operating agreement with the City, which provides Bowers with the option for two 10-year extensions through April 30, 2036 and April 30, 2046. The following are Key Terms of the license agreement:

Key Terms
Term Initial term: 10 years from Commencement Date (first of month after marquee operational), and automatic
one 10-year extension unless City gives 90-day
termination notice.

Hold-Over Period If City continues to occupy the Licensed Area after the expiration or termination of this Agreement, the holding over will constitute a yearly renewal or extension of the Agreement.

End of Term City to transfer ownership, maintenance, utilities, and use of marquee to Bowers unless Bowers declines. If
Bowers declines, City must restore site and release
easement.

Default Either party may terminate with 90-day notice if obligations not performed (plus 60-day cure if needed); Bowers can place City in default with 45-day notice for Use Requirements violations; City can place Bowers in
default with 45-day notice for interference.

Location Licensed Area at 1914 N. Main St., APN 002-162-32.

Approx. 300 sq. ft. area for marquee + equipment.

City Responsibility City installs, operates, and maintains the digital marquee.

Bowers’ Display
Time
Bowers receives 10% of display time at no cost,
subject to City content review and emergency/public
safety messages.

Bowers’
Sale/Development
If Bowers sells/leases/develops Licensed Area
obstructing view, Agreement terminates.

Bowers must: (a) give 180-day notice; (b) reimburse
City $229,620.37 + 3% CPI on labor cost $38,871.92
per year of operation; (c) remove marquee after project breaks ground or sale completes; (d) City has first right of refusal to retain marquee/screen/equipment
Digital marquees have already have been installed and are operational at Centennial, Thornton, Delhi, and Jerome parks as part of this project. Approval of this item would allow the installation at both Bowers and Rosita Park to move forward. Alternately, as indicated in the August 6, 2024 staff report, should the marquee at Bowers not move forward, the City will prioritize the installation of a more costly double-sided marquee at

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License Agreement with Bowers Museum for Digital Marquee Placement October 7, 2025

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Santiago Park and forgo the marquee at Rosita Park. Staff recommends approval of the license agreement, as the Bowers location was selected as the preferred site due to its visibility and placement near an important City asset (Bowers).

ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the recommended action is exempt from further review. Categorical Exemption Environmental Review No. ER 2024-52 was filed for this project.

FISCAL IMPACT
There is no fiscal impact associated with this action.

EXHIBIT(S)

1. Agreement

2. August 6, 2024 Staff Report
Submitted By: Sylvia Vazquez, Deputy City Manager
Approved By: Alvaro Nuñez, City Manager

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LICENSE AGREEMENT WITH BOWERS MUSEUM

FOR DIGITAL MARQUEE PLACEMENT
(1914 N. Main St. – APN #002-162-32)
This License Agreement for Placement of a Digital Marquee ("Agreement") is entered into as of September 24, 2025, by and between The Charles W. Bowers Museum Corporation, a California nonprofit corporation (“Bowers” or “Bowers Museum”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City” or “Licensee” ). Bowers and City may be referred to herein collectively as the “Parties” or singularly as a “Party.” WHEREAS, Bowers is the owner of certain real property located on the Northeast corner of 1914 W. Main Street, in Santa Ana, California;
WHEREAS, City has identified a specific section of the aforementioned property which will be licensed for use pursuant to this Agreement (“Licensed Area” and as more fully described below and in Exhibit B);
WHEREAS, City desires to install, operate, and provide ongoing maintenance of a new digital marquee ("Marque e") in the described Licensed Area and to construct certain improvements within the Licensed Area, as further described in the exhibits referenced below; WHEREAS, Bowers is willing to grant City a license to use the Licensed Area for the purpose stated subject to the requirements of this Agreement; and WHEREAS, Bowers is willing to grant City an easement to access the Licensed Area to conduct repairs, maintenance, and/or improvements to the Marquee from time to time and as may be needed.

THEREFORE, in consideration of the following mutual covenants a nd conditions, it i s hereby agreed as follows:

1. LICENSED AREA.

The Licensed Area includes and is limited to the following areas:

A. Approximately 300 square feet for the placement of the Marquee and supporting equipment enclosure used solely in connection with the Marquee, as described in Exhibit A ("Location D escription") and Exhibit B (“Licensed Area”), attached hereto and incorporated herein.

B. The Marquee will be consistent in size, placement and design as approved by the City in conformance with the “Design Concept” attached as Exhibit C, attached hereto and incorporated herein.

2. BOWERS’ REPRESENTATIONS AND WARRANTIES.

A. Bowers represents and warrants to City that: (1) Bowers has full right, power and

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authority to execute this Agreement; (2) Bowers has good and unencumbered title to the Licensed Area free and clear of any liens or mortgages, except those disclosed to the City that will not interfere with the City’s right to use the Licensed Area.

B. The Parties shall enter into and record with the County of Orange an easement to grant the City the right to access on enter the License d Area for the ongoing maintenance, repairs, and/or improvements to the Marquee.

C. City has studied and inspected the Licensed Area and accepts the same "AS IS" without any express or implied warranties of any kind, other than those warranties contained in subsection (A) above, including any warranties or representations by Bowers as to its condition or fitness for any use, intended or otherwise. City has inspected the Licensed Area and the surrounding area and obtained all information and professional advice as City has determined to be necessary related to this Agreement.

3. GRANT OF LICENSE; TERM.

A. Bowers grants to City a license to use the Licensed Area subject to the following provisions:
(1) The term of this Agreement shall be from the Effective Date and then for a period of 10 years beginning from the first day of the month after the Marquee is constructed and ready for use, or fully operational ("Commencement Date"), unless sooner terminated as provided herein. The Parties shall provide written confirmation of the Commencement Date for its records. City shall be permitted to enter and commence work and prepare the Marquee for deployment for up to six months before the Commencement Date.

Notwithstanding the above, the term of this Agreement shall be automatically extended for one additional 10-year period from the anniversary of the Commencement Date, unless City notifies the Bowers of its intent to terminate at least 90 days before the end of the initial 10-year term. (2) If City continues to occupy the Licensed Area after the expiration or termination of this Agreement , the holding over will constitute a yearly renewal or extension of this Agreement, and the conditions of use, detailed below, shall remain in place for the hold-over period.
(3) Except as provided in subsection 4 below, at the termination of this Agreement, whether by expiration of term or City’s election, City agrees to transfer the ownership, maintenance, utilities, and use of the Marquee to Bowers. If Bowers elects not to receive and maintain the Marquee following expiration of this Agreement, then City shall return the project site to its original state. City shall also release its easement back to Bowers. (4) If Bowers elects to le ase or sell the Licensed Area, or develop the License d Area in such a manner that obstructs, impedes, or diminishes public view of

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the Marquee, the Agreement will automatically terminate and Bowers shall satisfy the following conditions:
(a) Bowers shall provide City with a minimum of 180 days’ notice of its intent to sell, lease, or develop the Licensed Area.
(b) Bowers shall reimburse City for the cost of the Marquee in the amount of $229,620.37 within 30 days of termination of the Agreement .

Additionally, a relocation and replacement CPI cost of 3% shall be added based on the project labor cost of $38,871.92 for each year of the Marquee’s operation prior to its removal by Bowers. (c) There shall be no accounting for depreciation and/or diminished value of the Marquee.
(d) Within 30 days following receipt of the $229,620.37, plus any applicable relocation and replacement CPI increases discussed above, City shall execute all necessary documents in order to release its easement over the License Area, as provided for in Section 2 above. (e) Bowers shall be responsible for removal and disposal of the Marquee, and shall bear all costs associated therewith. (f) Bowers shall not remove the Marquee until the planned development project has broken ground, or the sale or transfer of the property from Bowers to the new owner or lessor is complete.
(g) Notwithstanding the above, City shall enjoy the first right of refusal to retain the Marquee, its digital screen, and any other equipment or items related to the Marquee following its removal by Bowers.

4. USE OF MARQUEE AND OTHER CONSIDERATIONS.

A. As detailed herein, City shall grant Bowers display time for advertisements, to the public, as part of any current of future Bowers events or business. For its right to use the Licensed Area, City shall:
(1) Accept and coordinate with Bowers all on-going advertisement slots consisting of 10% of display time on the Marquee. Displays of advertisement slots for Bowers shall be provided at no cost to Bowers, but must be reviewed by City staff prior to display to ensure compliance with City standards for appropriate content.
(2) Bowers agrees and understands that time allotted to Bowers, per the section above, is subject to change to allow for any message the City considers immediately necessary for public safety. These messages will be considered of limited duration and coordinated between the City Manager, Chief of

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Police, P ublic Works Director, or their designees and City's local representative.

5. UTILITIES.

City is responsible for obtaining and paying for all utilities necessary to operate the Marquee.

6. USE RESTRICTIONS.

A. City's use and occupation of the Licensed Area shall conform to all of the following provisions:
(1) City shall at all times use its commercially reasonable efforts to minimize any impact that its use of the Licensed Area will have on other uses that may be located within the Licensed Area.
(2) City shall not remove, damage, or alter in any way any improvements or upon the Licensed Area without Bowers’ prior written approval, which shall not be unreasonably withheld.
(3) Whenever City disturbs any area outside the Licensed Area, as a result of its construction, maintenance, or use of the same, City shall promptly restore the City's property to the satisfaction of Bowers. I f City fails to restore the Licensed Area as required, Bowers may take all actions necessary to restore the Licensed Area, and City shall pay on demand all reasonable costs of the restoration incurred by Bowers.
(4) City shall use the Licensed Area solely for constructing, installing, operating, maintaining and repairing the Marquee. The Marquee is limited to the items listed in Section 1 above and any other items as may be approved by Bowers, at its sole discretion, in writing.
(5) City has non-exclusive right for ingress and egress, seven days a week, 24 hours a day, for the construction, installation and maintenance of the Marquee which right shall be exercised so as to not unreasonably interfere with Bowers’ operations.
(6) City shall provide for an active, qualified and experienced representative to supervise the Marquee, and who is authorized to act for City in matters pertaining to all emergencies and the day-to-day operation of the Marquee.

City shall provide the Bowers Engineer's Office with the names and contact information of the designated representative(s).
(7) City shall operate and maintain the Licensed Area in an orderly and clean manner, and all facilities and equipment shall be kept in a well-maintained state at all times, including for landscaping. Bowers agrees that landscaping may not be necessary, but both Parties agree to defer the determination as to

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the necessity of landscaping until the Marquee is installed. If Bowers determines that landscaping will be necessary to enhance the visibility of the Licensed Area, then City will be consulted concerning the nature of the landscaping desired and will agree to all reasonable requirements and costs.

If landscaping is installed, Bowers agrees to perform weed and trash control within the Licensed Area.
(8) Bowers shall not install, operate or allow its agents, employees, or contractors to use any equipment, methodology or technology that may interfere with the optimum effective use or operation of Marquee. If interference occurs, Bowers shall, after written notice thereof, immediately discontinue using the equipment, methodology or technology that causes the interference until corrective measures are taken. Any corrective measures shall be made at no cost to City.
(9) Except for the Marquee, City shall not install any signs in the Licensed Area other than required safety warning signs or any other signs as are requested or approved by City. City bears all costs pertaining to the erection, installation, maintenance and removal of all signs.

7. CITY'S IMPROVEMENTS; GENERAL REQUIREMENTS.

A. The following provisions govern all improvements, repairs, installation and other construction, removal, demolition or similar work of any description by City related to the Marquee or the Licensed Area (collectively referred to as the "City's Improvements"):
(1) City's Improvements must be designed and purchased at City's sole expense.

In no event, including termination of this Agreement for any reason, is Bowers obligated to compensate or reimburse City in any manner for any of City's Improvements or other work provided by City during or related to this Agreement. City shall timely pay for all labor, materials and work and all professional and other services related to its operations within the Licensed Area and shall defend, indemnify and hold harmless Bowers against all claims brought against Bowers or caused by City, including liens, charges, and related claims.
(2) City's Improvements shall be high quality, safe, modern in design and attractive in appearance. City shall provide design specifications and plans to Bowers for review.
(3) City acknowledges that as of the Effective Date of this Agreement, Bowers has not approved or promised to approve any plans for City's Improvements, except to the extent expressly stated in this Agreement. (4) City may, at the written request of Bowers, provide final version of records of City's Improvements upon completion of the improvements and any changes to the same.

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(5) All changes to utility facilities will be limited to the License Area and be undertaken by City only with the written consent of Bowers, which consent shall not be unreasonably withheld, conditioned or delayed. (6) All of City's Improvements shall be designed so as to present uniformity of design, function, appearance and quality throughout and consistent with other improvements located in or near the License Area.
(7) The following procedure governs City's submission to Bowers of all plans for the Licensed Area and City's Improvements, including any proposed changes by City:
(a) City shall coordinate and update Bowers, as necessary, on significant design issues prior to the commencement of any City Improvements.

(b) Upon execution of this Agreement, Bowers and City shall each designate a project manager to coordinate the Parties' participation and any required cooperation regarding the City Improvements. Each project manager shall devote such time and efforts to the project as may be necessary for timely, good faith and convenient coordination among all persons involved with the project and compliance with this Agreement.

(c) No plans are considered approved until stamped "APPROVED" and dated by City's project manager.
(d) Bowers acknowledges that its project manager's authority with respect to the Licensed Area is limited to the administration of the requirements of this Agreement. City is responsible to secure all zoning approvals, design revisions or other required utilit y approvals pertaining to the project.
(e) Bowers’ project manager will be reasonably available to coordinate and assist City in working through issues that may arise in connection with plan approvals and requirements.
(f) City shall, in the submittal of all plans, allow adequate time for all communications and plan revisions necessary to coordinate scheduling of the City Improvements.
(g) The Parties shall use reasonable efforts to resolve any design and construction issues to their mutual satisfaction but, in the event of an impasse for any reason, final decisional authority regarding all design and construction issues shall rest with City in its reasonable discretion.

B. If any future use of Bowers property, within which the License d Area is located, and the future use necessitates relocation of City's electr ical service or other communication or utility facilities, the relocation will be accomplished at the sole

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expense of City.

8. CITY'S INITIAL CONSTRUCTION.

No later than 180 days after the Effective Date, City shall in stall the Marquee in the Licensed Area in accordance with all of the specifications contained in Exhibit C.

9. MAINTENANCE.

A. City shall, at its own cost, have all responsibilities for improvements to and maintenance of the Licensed Area during the term of this Agreement.

B. City, at its expense, shall use commercially reasonable efforts in its sole discretion to minimize collateral, visual, and aesthetic impacts of the Marquee. Efforts shall include, but not be limited to, replacing existing equipment with smaller equipment, decreasing the area used to house supporting equipment, or decreasing the size of any wireless communications equipment.

C. In the case of any vandalism/damage/broken technology, City will restore the Marquee to its original state within three business days or communicate any extenuating circumstances that may extend that timeline to Bowers Museum within that time frame.

10. CO-LOCATION and INTERFERENCE.

A. Bowers agrees to not co-locate any billboard or digital marquee not owned by City within the Licensed Area.

B. Bowers agrees not to erect or allow any other off-premise advertising structure(s), other than City's on property owned or controlled by Bowers within 1,000 feet of the Marquee. Bowers further agrees not to erect or allow any other obstruction, or any vegetation over which it has control, which may entirely or partially obstruct the street level or roadway view of the Marquee.

C. Prior to permitting the installation by any third party in or around the Licensed Area of any additional equipment which may interfere with the City's operation of the Marquee, Bowers shall give City 30 days’ written notice of the proposed additional equipment so that City can determine if the additional equipment will interfere with the Marquee. If City determines that interference is likely to occur, City shall, within the 30 -day notice period, give Bowers a detailed written explanation of the anticipated interference, including any supporting documentation as may be reasonably necessary for Bowers to evaluate City's position. Bowers and City shall use reasonable efforts to resolve any interference problems before Bowers permits the third party to operate its proposed equipment. If a subsequent entity is permitted to operate in or near the License d Area, and the subsequent entity's operations interfere with City's Marquee (as operating and configured prior to the subsequent City's start of operations or any subsequent approved reconfiguration), then Bowers

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shall direct the subsequent entity to remedy the interference within 72 hours. If the interference is not resolved within this 72-hour period, then the subsequent entity will be required to cease its operations until the interference is resolved. These same procedures apply to (i) any interference caused by Bowers with respect to equipment existing and as configured on the Effective Date, and (ii) any Bowers equipment existing on the Effective Date which is later reconfigured so as to interfere with City's Marquee.

11. ASSIGNMENT.

A. Bowers may assign this Agreement upon 60 days’ written notice to City. C ity's written consent shall not be unreasonably withheld, conditioned or delayed. City may as a condition of consent, require that any assignee submit biographical and financial information to City along with the aforementioned written notice to City prior to any assignment of Bowers interest under this Agreement.

B. Bowers may, upon notice to City, mortgage or grant a sec urity interest in this Agreement and Marquee, and may assign this Agreement and Marquee to any mortgagees, deed of trust beneficiaries or holders of security interests, including their successors or assigns ("Mortgagees"), provided the Mortgagees agree to be bound by the terms of this Agreement. In this event, Bowers shall execute consent to leasehold or other financing as may be reasonably required by Mortgagees.

C. Subject to subsections 11 (A) and (B), City shall not assign or sublease any of its interest under this Agreement, nor permit any other person to occupy the Licensed Area.

12. DEFAULT
A. Either Party may terminate this Agreement by giving the other 90 days’ written notice after the happening of any of the following events:
(1) The failure of either Party to perform any of its obligat ions under this Agreement, if City fails to cure its default within the 90-day notice period.

If the cure cannot reasonably be implemented within the 90-day period, then each Party will have up to 60 days to cure from the date of the original notice; however, each Party must initiate the cure within the original 90-day period and thereafter diligently pursue the cure.
(2) The filing of any lien against the Licensed Area because of any act or omission of Bowers that is not discharged or fully bonded within 30 days of receipt of actual notice by Bowers.

B. Bowers may place City in default of this Agreement by giving City 45 days’ written notice of City's failure to abide by the Use Requirements in Section 4 of this Agreement. During the 45-day notice period, City shall cure the default; otherwise, Bowers may elect to immediately terminate this Agreement or to exercise any other

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remedy allowed by law or equity.

C. City may place Bowers in default of this Agreement by giving Bowers 45 day's written notice of Bower s’ failure to comply with the commencement of City Improvements, interfere with use by City of the License d Area for the use and maintenance of the Marquee, or any reasonable interference/use of the Marquee or Licensed Area as detailed in this Agreement. During the 45-day notice period, Bowers shall cure the default; otherwise, City may elect to immediately terminate this Agreement or to exercise any other remedy allowed by law or equity.

D. Upon the termination of this Agreement for any reason, all rights of City shall terminate.

13. TERMINATION GENERALLY.

A. Either Party may terminate this Agreement at any time that it is not in default in its obligations by giving the other Party written notice after the happening of any of the following events:

(1) Issuance by a court of competent jurisdiction of an injunction in any way preventing or restraining City's use of any portion of the Licensed Area and the injunction remaining in force for a period of 30 consecutive days. (2) The inability of City to use any substantial portion of the Licensed Area for a period of 30 consecutive days due to the enactment or enforcement of any law or regulation or because of fire, earthquake or similar casualty, or Acts of God or the public enemy.
(3) Upon 90 days ’ written notice, if the Licensed Area or the Marquee is unacceptable under City's design or engineering specifications for the Marquee.
(4) If the License d Area or Marquee are destroyed or damaged so as in either Party's reasonable judgment to substantially and adversely affect the use of the Marquee.

B. City may also terminate this Agreement upon giving 45 days’ written notice in the event that the Marquee becomes partially obstructed in any way from a distance of 500' or less and, in City's opinion, the obstruction renders the use ineffectual for the purpose desired, or the continued use of the Marquee becomes not economically feasible.

C. If City is prevented from constructing or maintaining the Marquee, City may elect to terminate this Agreement upon written notice.

D. City understands that termination of this Agreement for any reason does not guarantee the grant of any other or substitute License Area.

14. INDEMNIFICATION.

A. Bowers shall indemnify, defend, and hold harmless City, and its respective agents,

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representatives, employees, subsidiaries and affiliates (“ Covered Parties ”) from and against any and all actions, suits, claims, demands, judgments, losses, expenses, or liabilities, injuries and damages to persons and property, including death, arising out of or related to its breach or default in the performance of any of its obligations under this Agreement; provided, however, that Bowers will not be obligated to indemnify the Covered Parties from any claims arising solely from the gross negligence or willful misconduct of a Covered Party. If any action or proceeding is brought against any Covered Party by reason of any such claim, Bowers, upon receipt of written notice from Covered Party, shall defend the same and a finding of liability or an obligation to indemnify shall not be a condition precedent to the duty to defend.

B. City shall indemnify, defend, and hold harmless Bowers, and its respective agents, representatives, employees, subsidiaries and affiliates (“ Covered Parties ”) from and against any and all actions, suits, claims, demands, judgments, losses, expenses, or liabilities, injuries and damages to persons and property, including death, arising out of or related to City’s use of the Licensed Area, the entry by any Licensee Party on the Licensed Area or surrounding property, or Bower’s breach or default in the performance of any of its obligations under this Agreement; provided, however, that City will not be obligated to indemnify the Covered Parties from any claims arising solely from the gross negligence or willful misconduct of a Covered Party. If any action or proceeding is brought against any Covered Party by reason of any such claim, City, upon receipt of written notice from Covered Party, shall def end the same and a finding of liability or an obligation to indemnify shall not be a condition precedent to the duty to defend.

C. The provisions of this Section shall survive the termination or expiration of this Agreement.

15. DAMAGE OR DESTRUCTION.

Bowers has no obli gation to reimburse City for the loss of or damage to fixture s, equipment or other personal property of City, except if such loss or damage is caused by the negligence or fault of Bowers or its officers, employees or agents.

16. SURRENDER OF POSSESSION.

Upon the expiration or termination of this Agreement, City's right to occupy the Licensed Area and to exercise the privileges and rights granted by this Agreement shall cease, and it shall remove the Marquee and restore the surface of the License Area to its original condition. Unless otherwise provided herein, all trade fixtures, equipment, and other personal property installed or placed by City on the Licensed Area remain the property of City , and City may, at any time during the t erm of this Agreement, and for an additional period of 90 days after its expiration, remove the same from the Licensed Area.

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17. NOTICE.

Any notices, requests, or approvals given under this Agreement from one Party to another shall be in writing and shall be personally delivered or deposited with the United States Postal Service for mailing, postage prepaid, by certified mail, return receipt requested, to the addresses of the other Party as stated in this section, and shall be deemed to have been received at the time of personal delivery or three (3) days after the deposit for mailing.

Notices shall be sent to:

To City:

City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988

With courtesy copies to:

City Manager
City of Santa Ana
20 Civic Center Plaza (M-31)
P.O. Box 1988
Santa Ana, California 92702

To Bowers:

The Charles M. Bowers Museum Corporation
Attn: John S. Cha ([email protected]) General Counsel
2002 N. Main Street
Santa Ana, CA 92706

18. SEVERABILITY.

If any provision of this Agreement is declared invalid by a court of competent jurisdiction, the remaining terms shall remain effective, provided that elimination of the invalid provision does not materially prejudice either Party with regard to its respective rights and obligations; and in the event of material prejudice, then the adversely affected Party may terminate this Agreement.

19. APPLICABLE LAW.

This Agreement shall be governed by the laws of the State of California. If either Party commences an action against the other Party arising out of or in connection with this Agreement, the prevailing party shall be entitled to recover reasonable attorneys’ fees, expert witness fees, costs of investigation, and costs of suit from the losing party.

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20. RIGHT OF ENTRY RESERVED.

A. Bowers may, at all times, enter upon the Licensed Area for any lawful purpose, provided the action does not unreasonably interfere with City's use or occupancy of the Licensed Area.

B. Without limiting the generality of the foregoing, City and any furnisher of utilities and other services may, at their own cost, maintain existing and future utility, mechanical, electrical and other systems, enter upon the Licensed Area at any time to make repairs, replacements or alterations that may, in the opinion of City, be necessary or advisable, and from time to time to construct or install over, in or under the Licensed Area systems or parts and, in connection with any maintenance, use the Licensed Area for access to other p arts in and around the Licensed Area; provided that in the exercise of these rights of access, repairs, alterations or new construction, Bowers does not unreasonably interfere with the use and occupancy of the Licensed Area by City.

21. ENTIRE AGREEMENT, WAIVER, AND AMENDMENTS

This Agreement incorporates all of the terms and conditions mentioned herein, or incidental hereto, and supersedes all negotiations and previous agreements between the Parties with respect to the subject matter of this Agreement. All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the Party to be charged. Any amendment or modification to this Agreement must be in writing and executed by the appropriate authorities of the City and Bowers.

22. EXECUTION IN COUNTERPART.

This Agreement may be executed in several counterparts, and all so executed shall constitute one agreement binding on both of the Parties hereto, notwithstanding that both Parties are not signatories to the original or the same counterpart.

[Signatures on following page]

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ATTEST: CITY OF SANTA ANA

Jennifer L. Hall Alvaro Nuñez
City Clerk City Manager

APPROVED AS TO FORM: BOWERS MUSEUM
SONIA R. CARVALHO
City Attorney

By:

Jonathan T. Martinez
Assistant City Attorney (title)

By:

Title:

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EXHIBIT A

LOCATION DESCRIPTION

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EXHIBIT “A”

LEGAL DESCRIPTION FOR EASEMENT

IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA THAT PORTION OF LOT 2 OF BLOCK “A” OF THE RE -SUBDIVISION OF BLOCK “A” AND “B” OF THE ORANGE GROVE TRACT, AS PER MAP RECORDED IN BOOK 1, PAGE 1 4 OF

MISCELLANEOUS MAPS IN THE OFFICE OF THE RECORDER OF SAID COUNTY, DESCRIBED AS FOLLOWS:

BEGINNING AT A POINT ON THE NORTH LINE OF SAID LOT 2, SAID POINT BEING DISTANT

38.71 FEET NORTHWEST FROM THE NORTHEAST CORNER OF SAID LOT 2; THENCE SOUTH 88°44’54 ” EAST ALONG SAID NORTH LINE 21.00 FEET; THENCE SOUTH 39°52’36 ” EAST 08.57 FEET; THENCE SOUTH 01°52’06 ” EAST 19.39 FEET; THENCE NORTH 44°23’08 ” WEST 36.97 FEET TO THE POINT OF BEGINNING.

CONTAINING A TOTAL AREA OF 326.18 SQUARE FEET, MORE OR LESS.

SUBJECT TO EASEMENTS, RESERVATIONS, RESTRICTIONS, AND ANY OTHER RIGHTS OF RECORD.

EXHIBIT “B” ATTACHED HERETO AND BY THIS REFERENCE MADE A PART HEREOF.

THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION:
__________________________________________________
ANDERSON CHRYSOSTOMO, L.S. 9216 DATE
PAGE 1 OF 1
"FOR REVIEW ONLY"

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LC

TWENTIE TH STRE E T
LC
M
A
I
N

S
T
R
EET
4 5.0 0'
3 3.0 0'
25'
M.M.1/1 4

RE-SUBDIVISIO N
ORA NG

E GRO V

E TRACT
LOT 1
LOT 2
1 L1
L4
L
3 L2
(S8 8 4 4'5 4"E)
(
S
0 1

5 2
'
0 6
"
E
)

LINE TABL E
NO. DISTA NCEBEARIN G
2 1.0 0'
0 8.5 7'
1 9.3 9'
S8 8 4 4'5 4"E
S3 9 5 2'3 6"E
S0 1 5 2'0 6"E
N4 4 2 3'0 8"W
1 L EGEN D:

EASEMENT AREA
3 2 6.1 8 SQ U ARE FE E T
INST. 8 6-3 1 9 8 4 6, O.R.

STRE E T EASEMENT (EXISTIN G)
L1
L2
L3
L4 3 6.9 7'
LOT 2
NEC OF
POB
(SCALE : 1" = 40')
EXHIBIT "B"

PLAT TO ACCOMPANY LEGAL DESCRIPTION FOR

EASEMENT
PAGE 1 OF 1
BLOCK "A"
OF BLOCKS "A" A ND
"B"
"FOR REVIEW ONLY"

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EXHIBIT B

LICENSE AREA

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2 1'
36 .97
'

8.57 '
19 .39
'
2 0TH STRE E T
M
A
I
N

S
T
R
EET

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EXHIBIT C

DESIGN CONCEPT

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0 El
E E e E A E` El K@ R
I

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Community Development Agency
www.santa-ana.org/cd
Item # 10
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Rental Registry Software for the Rent Stabilization and Just Cause Eviction Ordinance

AGENDA TITLE
Agreement with OpportunitySpace Inc. dba Tolemi for a Rental Registry Portal to Enforce the Rent Stabilization and Just Cause Eviction Ordinance (Spec. 25-073) (Non- General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with OpportunitySpace Inc. dba Tolemi to implement, operate, and maintain a Rental Registry portal in a total amount not to exceed $580,000 for a three-year term beginning October 7, 2025, and expiring October 6, 2028, with provisions for two one-year extensions (Agreement No. A-2025- XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
Ordinance NS-3052, known as the Rent Stabilization and Just Cause Eviction Ordinance (“Ordinance”), required the creation of a Rental Registry, defined as “the database or portal where Landlords register Rental Units, update Rental Unit information, update Tenancy information, submit notices, and pay the Rental Registry Fee,” effective July 1, 2023. The Rental Registry is the primary tool for the City of Santa Ana (“City”) to administer and enforce the provisions of the Ordinance, including the tracking, monitoring, and revision of annual rent increases and just-cause evictions.

On February 7, 2023, the City Council approved an agreement with 3Di Inc. (Agreement No. A-2023-011) to implement, operate, and maintain the Rental Registry after soliciting and awarding Request for Proposals (“RFP”) No. 22-156 in December of 2022. The City’s Agreement with 3Di Inc. will expire on January 31, 2026, and the Agreement does not allow for extensions.

RFP No. 25-073 was issued on April 29, 2025 on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:

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Rental Registry Software for the Rent Stabilization and Just Cause Eviction Ordinance October 7, 2025

5 3
5 0
Count Action
896 Vendors Notified
1 Santa Ana vendor notified
26 Vendors downloaded the RFP packet
6 Proposals received
0 Proposals received from Santa Ana vendors
Proposals were solicited, opened on May 27, 2025, and evaluated. Six (6) proposals were submitted by the RFP deadline and four (4) were determined to be responsive to the specifications and met the City’s requirements. The proposals submitted by Autocene Government Solutions Inc. and FSH Technologies were deemed non- responsive because they did not meet the formatting requirements and minimum qualifications of the RFP specifications. An evaluation committee of Rent Stabilization Division staff reviewed and rated the proposals according to the criteria listed in the RFP. The following list summarizes the responsive firms and their rankings:

Firm Rank Score
OpportunitySpace Inc. dba Tolemi 1 91.00
3Di Inc. 2 85.80
Pasadena Consulting Group LLC 3 84.80
Intellectyx Inc. 4 79.80
Staff recommends awarding an agreement to the highest-ranked firm, Opportunity Space Inc. dba Tolemi (Exhibit 1). Tolemi is a trusted provider of custom civic software applications with more than 100 municipalities nationwide contracting their services.

They provide specialized solutions for rental registry software and Tolemi’s platforms are becoming the software of choice for cities with similar Ordinances such as the City of Berkeley, the City of Half Moon Bay, and the City of Salinas in California. Their references expressed enthusiasm about continuing services with Tolemi into the foreseeable future.

Tolemi’s Software as a Service (“SaaS”) product will increase the operational efficiency of the City by supporting more advanced compliance methods, increasing compliance rates, transforming business practices, reducing manual data processing errors, providing flexible reporting capabilities, providing a simple and intuitive user interface, and meeting changing demands as enforcement of the Ordinance evolves.

The potential for increased operational efficiency is demonstrated by Tolemi’s robust technical capabilities and excellent customer service. The system will allow the City to implement a centralized communication platform where public users can directly respond to and complete certain business process requests through the system interface. The direct interaction will bypass the need to use separate platforms for compliance communication and tracking. Their customer service, both for public users and administrators, will allow for the quick resolution of concerns and minimize delays in implementing, performing, and completing routine and new business processes. Staff expects this level of product and vendor support will benefit both staff and the public in

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Rental Registry Software for the Rent Stabilization and Just Cause Eviction Ordinance October 7, 2025

5 3
5 0
facilitating, maintaining, and increasing compliance with the requirements of the Ordinance.

FISCAL IMPACT
Funds are budgeted in the Fiscal Year 2025-26 budget under the following account.

Subsequent fiscal year funding will be included in the proposed budgets for City Council consideration.

The first-year contract amount for Fiscal Year 2025-2026 includes $108,000 annual service fee and a $40,000 one-time implementation fee. Contract amounts for subsequent fiscal years are annual service fees of $108,000.

Fiscal
Year
Account Unit -
Account #
Fund
Description
Accounting Unit,
Account Description
Amount
2025-2026 18518700-
66511
Rent
Stabilization
Rent Stabilization –
Computer Software
Subscription
$148,000
2026-2027 18518700-
66511
Rent
Stabilization
Rent Stabilization –
Computer Software
Subscription
$108,000
2027-2028 18518700-
66511
Rent
Stabilization
Rent Stabilization –
Computer Software
Subscription
$108,000
2028-2029
(Optional)
18518700-
66511
Rent
Stabilization
Rent Stabilization –
Computer Software
Subscription
$108,000
2029-2030
(Optional)
18518700-
66511
Rent
Stabilization
Rent Stabilization –
Computer Software
Subscription
$108,000
Grand Total $580,000

EXHIBIT(S)

1. Consultant Agreement for OpportunitySpace Inc. dba Tolemi Submitted By: Michael L. Garcia, Executive Director, Community Development Agency Approved By: Alvaro Nuñez, City Manager

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P
age 1 of 8
#2096991v2

AGREEMENT FOR RENTAL REGISTRY SOFTWARE BETWEEN
OPPORTUNITYSPACE, INC. DBA TOLEMI AND

CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 7th day of October, 2025 by and between O
pportunitySpace Inc. dba Tolemi Consultant
municipal corporation organized and existing under the Constitution and laws of the State of California
R

ECITALS
A
. On April 29, 2025, the City issued a Request for Proposal No. 25-073 ( RFP ), by which the City sought a consultant having skill and knowledge in the field of providi ng s
pecialized and custom software services for a rental registry digital database B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents that Consultant is able and willing to provide such services to the City as described in the scope of work that was included in the RFP. The RFP is referenced herei n
a
s if incorporated in full.

C.

In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.

NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Scope of Services - Exhibit A , attached hereto and incorporated by reference.

2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Compensation - Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed $ 580,000.
b. P
ayment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the documentation. Upon verification of the data provided, the City will be authorized to EXHIBIT 1

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#2096991v2
Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

3. TERM

This Agreement shall commence on the date first written above for a three ( 3) year term with the option for the City to grant up to two 1-year renewals, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.

4. INDEPENDENT CONTRACTOR

Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

5. OWNERSHIP OF MATERIALS

This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.

Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within

6. INSURANCE

Insurance requirements are attached hereto as Insurance Requirements - Exhibit C.

EXHIBIT 1

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7. INDEMNIFICATION

Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. INTELLECTUAL PROPERTY INDEMNIFICATION

Consultant shall defend and indemnify the City, its officers, agents, representatives, and letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RECORDS

Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.

10. CONFIDENTIALITY

If Consultant receives from the City information which due to the nature of such EXHIBIT 1

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information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

11. CONFLICT OF INTEREST CLAUSE

a. Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.

b. No immediate family members of either the Mayor, City Council Member, or any appointed City Official, including appointed board and commission members, as ith the City shall award or
influence the award of this Agreement, or any competing contract or amendment thereof, shall be employed in any capacity by the Consultant or have any other direct or indirect financial benefit or interest in this Agreement.

c. The section also prohibits the awarding of any agreement, contract, grant, or any amendment to those awards, to any former full-time employee for one-year from date of employee separation except for any CalPERS retiree as authorized by City Council resolution

d. The Consultant must comply with all conflict of interest laws, ordinances, and regulations now in effect or hereafter to be enacted during the term of this Agreement.

The Consultant warrants that it is not now aware of any facts which conflict with the prohibitions defined above. If the Consultant hereafter becomes aware of any facts that might reasonably be expected to create a conflict of interest, it must immediately make full written disclosure of such facts to the City. Full written disclosure must include, but is not limited to, identification of all persons implicated and a complete description of all relevant circumstances. Failure to comply with the provisions of this paragraph will be a material breach of this Agreement.

e. Consultant covenants that none of its directors, officers, employees, or agents shall participate in selecting or administrating any subcontract supported (in whole or in part) by City funds stemming from the Agreement where the awarding of the subcontract has any direct or indirect financial benefit or interest to any individual, as defined in EXHIBIT 1

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subsections (b) and (c) above.

12. NON-DISCRIMINATION

Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

13. EXCLUSIVITY AND AMENDMENT

This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.

14. ASSIGNMENT

Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall the subject to this
Agreement performed by City personnel or by other Consultants retained by City.

15. TERMINATION

This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.

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b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

16. WAIVER

No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

17. JURISDICTION - VENUE

This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

18. PROFESSIONAL LICENSES

Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.

19. NOTICE

Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City:

City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956

With courtesy copies to:

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Executive Director,
Community Development Agency
City of Santa Ana
20 Civic Center Plaza (M-25)
P.O. Box 1988
Santa Ana, California 92702

To Consultant:

Dan Marconi
Vice President of Sales
OpportunitySpace Inc. dba Tolemi
295 Devonshire St 4th Floor
Boston, MA 02119
[email protected]
(781) 208-8444

A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.

20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nuñez
City Clerk City Manager
APPROVED AS TO FORM:

SONIA R. CARVALHO CONSULTANT:

City Attorney
By:

Andrea Garcia-Miller
Assistant City Attorney
RECOMMENDED FOR APPROVAL:

Michael Garcia
Executive Director
Community Development Agency
Dan Marconi
Vice President of Sales
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EXHIBIT A

SCOPE OF SERVICES

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CITY OF SANTA ANA

GENERAL REQUIREMENTS

1. Establish a rental unit database where landlords and/or their designated representatives can register their rental units by submitting and updating information about their rental units, tenants and notices, and by paying the City’s rental registry fee.

2. Contain a workflow platform where Rent Stabilization Division staff can track, edit, update, and comment on Rental Unit information, and conduct operational processes such as:
a. Registration,
b. Exemptions,
c. Administrative hearings,
d. Mediation, and
e. Eviction review.

3. Possess general controls and features for:
a. User management,
b. Customizable reporting functions for both rental units and payments, c. Random sampling of data variables (for internal audits), d. Information search (individual and business names, addresses, email, and phone numbers),
e. Live tracking of key performance indicators (KPI’s), and f. Integrated technical support from the vendor.

4. Establish and maintain billing workflows to include:
a. Creating invoices,
b. Calculating registration fees,
c. Applying special fees, and
d. Directly integrate or exchange data with City’s payment processor to accept and record online and in-person payments via POS.

TECHNICAL REQUIREMENTS

1. Solution must be cloud-based (PaaS, IaaS, or SaaS) and hosted from within the continental United States.

2. Ensure support for multiple browsers (Microsoft Edge Chromium Edition, Google Chrome, Firefox, and Safari browsers) and their versions, and multiple operating systems in desktop or scalable mobile formats (i.e. tablet, smartphone laptop, etc.) without needing any browser plugins or IE 11 mode support.
a. Contractor must disclose if there are limitations in specific browsers or if there are preferred browsers.

3. Support Section 508 Accessibility Standards.

4. Responsive UI that is WCAG 2.1 Level AA UI compliant

5. Host and access system through a City subdomain URL

6. Ability to provide SSL/TLS certificate to secure subdomain without using city owned certificate such as AWS Certificate Manager

7. Subdomain must comply with ISO/IEC 27001 - 27799 as applicable, or successor standards thereto

8. Ability to upload documents and records into system

9. Contain or implement security measures to protect the confidentiality and integrity of information on record which includes but not limited to:

EXHIBIT I

SCOPE OF SERVICES
City of Santa Ana RFP No. 25-073 Page 16 of 34
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a. Utilizing session timeouts
b. Allow viewing of data to authorized persons
c. Placing view/read limits for defined users showing only a limited subset of account data d. Allowing edit/write permissions for defined users
e. Encrypting sensitive information including passwords at the database and system level f. Masking data at the user and application level
g. Enabling the selection of system administrators

10. Ability to establish security access thresholds between different users

11. Possess the ability to export financial records or contain a General Ledger interface that communicates or is compatible with the City’s existing or future financial system. a. Additional reporting capabilities that summarize and detail specific fees or charges is required.

12. Ability to generate invoices or billing statements with City-specified fees and generate a Magnetic Ink Character Recognition (“MICR”) line on each invoice for simplified remittance processing. a. Software must support multiple fonts, and the ability to place scan line at a specific location on invoice, payment coupon, or any printable document, making them suitable for OCR processing.

13. Support authentication using SAML 2.0.

14. Provide continuous updates or allow for the configuration of rules within the system to meet the City’s changes in legislative requirements, technology needs, and operational demands, in addition to complying with Federal and State of California laws and regulations.

15. SOX 2 Type 2 compliance

16. Automatic system backup with daily continuity and disaster recovery

17. Online payment portal must accept credit card, or ACH/EFT, and must integrate with City- approved payment processor. The City utilizes the following merchant processors:
a. TSYS Merchant Solutions, LLC,
b. Global Payments Integrated, Inc.,
c. OpenEdge,
d. JP Morgan Chase Paymentech, and
e. EPX (Electronic Payment Exchange)

18. Online payment portal must be PCI Compliant

19. Issue a paper receipt or an online receipt upon receiving a completed payment.

20. The ability to integrate with the City’s Treasury Services payment modules (currently System Innovators iNovah application & City of Santa Ana’s PAY application).

21. Automatically export payments received through the system on a recurring schedule, and transmit the data using City-defined file format.

22. Automatically receive payment file on a recurring schedule and process the payments contained within the City-defined file format through the system.

SYSTEM REQUIREMENTS

1. Each Rental Unit must record the following information:
a. Address of each Rental Unit, including a unit identifier such as a number or letter b. Assessor Parcel Number (APN) associated to each Rental Unit that links Units located at an APN to Property Owner / Manager
c. Legal name, mailing address, email, and phone number of the Property Owner and authorized representative(s)
d. Date and amount of previous Rent, Rent Increase, and new/effective Rent e. Initial date of tenancy for current Tenant
City of Santa Ana RFP No. 25-073 Page 17 of 34
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CITY OF SANTA ANA
f. Log of Rental Notices and Documents
g. Information about Rental Unit characteristics
h. Rental Unit Residency Status (Vacant, Compliant, Exempt, Eviction Pending) i. Rental Unit Type (Single-family, Condominium, Multi-family, Mobile-home) j. Administrator records including comments or notes for individual rental units and / or entire properties

2. Public-access interface to display limited read-only information about registration compliance status, rent, and petition / eviction histories for non-registered users. a. Non-registered users must have the ability to contest the stated information through the system.

3. Allow City staff to directly access and edit accounts while keeping record of all edits made within the system.

4. Support a carryforward function to carry unpaid balances forward into future registration years and allow for City staff to write off unpaid balances to a collections agency.

5. Impose a fee for payments returned as a result of insufficient funds. a. Currently, payments are handled outside of the rental registry; however, fees for insufficient funds must be recorded and collected for any future attempts to submit payments. These fees must be reflected on future invoicing.

6. Automatically generate and place warnings and/or holds on noncompliant accounts as a result of delinquency, account expirations, returned payments, partial payments not approved, and other City-defined characteristics.

7. Automatically generate alerts for certain user actions (excessive rent increase submission)

8. Apply the City of Santa Ana logo and other branding elements where appropriate.

OPTIONAL SYSTEM FEATURES

1. Ability to send direct outbound emails without City SMTP resources to support mass or targeted email campaigns

2. Ability to redirect direct inbound emails to City email without City SMTP resources to allow for mass or targeted email responses

3. Allow staff to adjust payments (e.g. payment submitted to wrong account or when fee and adjustments are needed) with record of transactional changes within the system.

4. Allow users to schedule alerts delivered through user email or phone number for certain user actions

5. Support SMS/text messaging communication between users and administrators

6. Allow information tooltips on user interface

IMPLEMENTATION REQUIREMENTS

1. Migrate all existing records from the City’s current registry, including but not limited to:
a. Rental unit information,
b. Contact information,
c. Documents,
d. Administrator notes,
e. Action and
f. Case histories.

2. Migrate all usernames from current users of the City’s current registry

3. Full implementation, release, and acceptance required by late-2025.

4. Proposer must provide projected software customization, testing, data migration, implementation, parallel operation and final release and acceptance timelines.

City of Santa Ana RFP No. 25-073 Page 18 of 34
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CITY OF SANTA ANA

5. Provide unlimited phone and email support to the City of Santa Ana during the City’s regular business hours.
a. The City operates from 7:30 A.M. – 5:30 P.M. Monday through Thursday, and 8:00 A.M. – 5:00 P.M. every other Friday.

6. Emergency support after regular business hours must also be made available and may be charged separately.

7. The ability to provide remote support is ideal.

8. The ability to view Support and Enhancement Requests (including individual and City-wide request tickets) via reports and/or portal access is required. The selected firm will provide prompt ongoing maintenance and operational support through system software updates including bug fixes and patches, system recovery from errors and/or downtime, and other technical support to improve the functionality and use of the rental registry. a. As part of their proposal, bidding firms must provide estimates of how long it will take to complete support tasks.

9. Provide a testing environment for implementation of the new system. a. The testing environment must remain available at all times during the term of the contract.

10. Proposer must own, lead, manage, and coordinate all aspects of the project to migrate from the City’s current registration software to the awarded application.

11. Proposer must own and manage the entirety of the historical data conversion from the current system to the awarded application.

12. Contractor is responsible for the cleaning, extraction, translation, and uploading of the City’s data. a. The data to be included is all historical data in the City’s current registry up until the production cutover date.
b. The converted data will be available in the new application in a format that is similar or improved in capability, productivity, and efficiency as the intended usage in the current system.

13. City staff’s responsibility will be limited to providing general feedback on the data conversion.

14. Contractor must provide comprehensive software training that includes, but is not limited to, end- user training with training manuals for all back-office users and administrator/configuration training with training manuals (up to 10 users).
a. No train-the-trainer approach shall be utilized by the vendor.

City of Santa Ana RFP No. 25-073 Page 19 of 34
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EXHIBIT B

COMPENSATION

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EXHIBIT C

Insurance Requirements

Consultant shall procure and maintain for the duration of the agreement, the following insurance coverages:

MINIMUM SCOPE AND LIMIT OF INSURANCE

Consultant shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as:

Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering leted operations, property
damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate.

Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance with existing limits, which can be lower than $1,000,000. pensation (W/C): as required by the State of California, with statutory $1,000,000 per
accident, per employee, per policy for bodily injury or disease. This requirement can be waived if Consultant has no employees.

Cyber Liability: Insurance, with limits not less than $2,000,000 per occurrence or claim and $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Company in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, and release of private information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

If Consultant maintains broader coverage and/or higher limits than the minimums shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.

2. All required insurance policies: Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, EXHIBIT 1

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and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant for City.

3. All required insurance policies: For any claims related to this contract, Consultant insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.

4. All required insurance policies: A severability of interest provision must apply for all the additional insureds, ensuring that Consultant rance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect

5. Each insurance policy required herein shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment.

6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Marc Flores, 20 Civic Center Dr. M-73, Santa Ana, CA 92701. The name and location of the event should be included in the Description of Operations section of each certificate.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. City may require Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.

Verification of Coverage
Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant provide them. City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

1. The retroactive date must be shown and must be before the date of the contract or the beginning of work.

2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, Company must for a minimum of three (3) years after completion of
work.

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Subcontractors
Consultant shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from sub-contractors.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

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Finance and Management Services
www.santa-ana.org/finance
Item # 11
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Paper and Janitorial Products

AGENDA TITLE
Purchase Order Contracts to American Sanitary Supply Inc., Imperial Bag & Paper Co.

LLC dba Imperial Dade, Signal Hill Auto Enterprises Inc. dba Supply Solutions, and Veritiv Operating Company for Paper and Janitorial Products (Specification No. 25-115) (General Fund & Non-General Fund)

RECOMMENDED ACTION
Award Aggregate Purchase Order Contracts to vendors listed below for paper and janitorial products on an as-need basis in an annual aggregate amount not to exceed $315,645, for an initial one-year term expiring on October 6, 2026, with provisions for four, one-year renewal options, for a shared aggregate amount not-to-exceed total amount of $1,578,225.

Vendor Location
American Sanitary Supply Inc. Brea, CA
Imperial Bag & Paper Co. LLC dba Imperial Dade Loma Linda, CA Signal Hill Auto Enterprises Inc. dba Supply Solutions
Veritiv Operating Company
Fullerton, CA
Downey, CA
GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Purchasing Division establishes annual citywide purchase order contracts with vendors that provide goods and services required by multiple City departments on a recurring basis. American Sanitary Supply Inc., Imperial Dade, Supply Solutions, and Veritiv Operating Company provide a variety of paper and janitorial products with short lead times and at a competitive price for facilities throughout the City. Various departments rely on these contracts to order supplies as needed, ensuring uninterrupted daily operations of their facilities.

Invitation for Bids (IFB) No. 25-115 was issued on August 19, 2025, on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:

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5 3
5 8
257 Vendors notified
13 Santa Ana vendors notified
40 Vendors downloaded the bid packet
15 Responsive Bids received
0 Responsive Bids received from Santa Ana vendors
Bids were solicited, opened on September 5, 2025, and evaluated (Exhibit 1). Fifteen bids were submitted by the IFB deadline and were determined to be responsive to the specifications and met City’s requirements.

Recommended award is based on lead times, pricing, and availability of products. Some vendors submitted a base bid but left most line items unpriced (‘no bid’), so their totals look lower than complete bids.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
Funding is available in the current FY 2025-26 budget. The purchase order contracts cover one year and include up to four one-year renewal options. Year 1 costs span two fiscal years and will be incurred in FY 2025-26 and FY 2026-27. Funding for any renewal years will be included in proposed budgets for City Council consideration. The table below shows the first-year allocation; subsequent years are anticipated to follow a similar breakdown.

Fiscal
Year
Accounting
Unit-Account # Fund Description Accounting Unit, Account Description Amount
FY 25-26
(Oct. 7,
2025 –
June 30,
2026)
01118810-63001 CDA General Funds
Economic Development
Service Enhancement,
Miscellaneous Operating
Expenses
$150
02718132-63001 CDA Enterprise
Funds
Parking Facilities,
Miscellaneous Operating
Expenses
$7,500
18518700-63001 CDA Special
Revenue Funds
Rent Stabilization,
Miscellaneous Operating
Expenses
$375
01111110-63001 LIB General Funds Administration, Miscellaneous Operating Expenses $1,125
01116500-63001 PBA General Funds Administration, Miscellaneous Operating Expenses $2,610
01116510-63001 PBA General Funds Planning, Miscellaneous Operating Expenses $878
01116520-63001 PBA General Funds
Permit & Inspection Services,
Miscellaneous Operating
Expenses
$1,748

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5 3
5 8
01116530-63001 PBA General Funds
Permit & Plan Check,
Miscellaneous Operating
Expenses
$878
01116540-63001 PBA General Funds
Code Enforcement,
Miscellaneous Operating
Expenses
$4,350
01116560-63001 PBA General Funds
Neighborhood Initiatives
Program, Miscellaneous
Operating Expenses
$4,350
01114475-63001 PD General Funds
Jail Operations,
Miscellaneous Operating
Expenses
$75,000
01114430-63001 PD General Funds
Animal Services,
Miscellaneous Operating
Expenses
$1,500
01114450-63001 PD General Funds
Central Distribution Center,
Miscellaneous Operating
Expenses
$52,500
01113230-63001 PRCS General
Funds
Recreation & Community
Services, Miscellaneous
Operating Expenses
$7,500
06817641-63001 PWA Enterprise
Funds
Roadway Cleaning,
Miscellaneous Operating
Expenses
$3,750
01117651-63200 PWA General Funds
Park Maintenance Service
Enhancement, Operating
Materials & Supplies
Buildings/Grounds
$11,250
07317101-63001 PWA Internal
Service Funds
Custodial, Miscellaneous
Operating Expenses $1,875
07517100-63001 PWA Internal
Service Funds
Equipment Maintenance,
Garage Operation,
Miscellaneous Operating
Expenses
$4,125
05617640-63001 PWA Enterprise
Funds
Sanitary Sewer Services,
Miscellaneous Operating
Expenses
$6,075
06017640-63001 PWA Enterprise
Funds
Water Utility Water Production
& Supply, Miscellaneous
Operating Expenses
$7,425
06017641-63001 PWA Enterprise
Funds
Water System Maintenance,
Miscellaneous Operating
Expenses
$13,163
06017644-63001 PWA Enterprise
Funds
Water Quality, Miscellaneous
Operating Expenses $2,700
06017645-63001 PWA Enterprise
Funds
Water
Administration/Engineering,
Miscellaneous Operating
Expenses
$1,688
06017646-63001 PWA Enterprise
Funds
Water Meter Services,
Miscellaneous Operating
Expenses
$2,700

City Council
11 –
3 10/7/2025

Paper and Janitorial Products
October 7, 2025

5 3
5 8
Various-63001 General Funds Miscellaneous Operating
Expenses $21,521
FY 26-27
(July 1,
2026 -
Oct. 6,
2026)
01118810-63001 CDA General Funds
Economic Development
Service Enhancement,
Miscellaneous Operating
Expenses
$50
02718132-63001 CDA Enterprise
Funds
Parking Facilities,
Miscellaneous Operating
Expenses
$2,500
18518700-63001 CDA Special
Revenue Funds
Rent Stabilization,
Miscellaneous Operating
Expenses
$125
01111110-63001 LIB General Funds Administration, Miscellaneous Operating Expenses $375
01116500-63001 PBA General Funds Administration, Miscellaneous Operating Expenses $870
01116510-63001 PBA General Funds Planning, Miscellaneous Operating Expenses $293
01116520-63001 PBA General Funds
Permit & Inspection Services,
Miscellaneous Operating
Expenses
$583
01116530-63001 PBA General Funds
Permit & Plan Check,
Miscellaneous Operating
Expenses
$293
01116540-63001 PBA General Funds
Code Enforcement,
Miscellaneous Operating
Expenses
$1,450
01116560-63001 PBA General Funds
Neighborhood Initiatives
Program, Miscellaneous
Operating Expenses
$1,450
01114475-63001 PD General Funds
Jail Operations,
Miscellaneous Operating
Expenses
$25,000
01114430-63001 PD General Funds
Animal Services,
Miscellaneous Operating
Expenses
$500
01114450-63001 PD General Funds
Central Distribution Center,
Miscellaneous Operating
Expenses
$17,500
01113230-63001 PRCS General
Funds
Recreation & Community
Services, Miscellaneous
Operating Expenses
$2,500
06817641-63001 PWA Enterprise
Funds
Roadway Cleaning,
Miscellaneous Operating
Expenses
$1,250
01117651-63200 PWA General Funds
Park Maintenance Service
Enhancement, Operating
Materials & Supplies
Buildings/Grounds
$3,750
07317101-63001 PWA Internal
Service Funds
Custodial, Miscellaneous
Operating Expenses $625

City Council
11 –
4 10/7/2025

Paper and Janitorial Products
October 7, 2025

5 3
5 8
07517100-63001 PWA Internal
Service Funds
Equipment Maintenance,
Garage Operation,
Miscellaneous Operating
Expenses
$1,375
05617640-63001 PWA Enterprise
Funds
Sanitary Sewer Services,
Miscellaneous Operating
Expenses
$2,025
06017640-63001 PWA Enterprise
Funds
Water Utility Water Production
& Supply, Miscellaneous
Operating Expenses
$2,475
06017641-63001 PWA Enterprise
Funds
Water System Maintenance,
Miscellaneous Operating
Expenses
$4,388
06017644-63001 PWA Enterprise
Funds
Water Quality, Miscellaneous
Operating Expenses $900
06017645-63001 PWA Enterprise
Funds
Water
Administration/Engineering,
Miscellaneous Operating
Expenses
$563
06017646-63001 PWA Enterprise
Funds
Water Meter Services,
Miscellaneous Operating
Expenses
$900
Various-63001 General Funds Miscellaneous Operating
Expenses $7,174
ANNUAL TOTAL $315,645

EXHIBIT(S)

1. Abstract of Bids (25-115)
Submitted By: Alexander Trinidad, Executive Director of Finance and Management Services Agency
Approved By: Alvaro Nuñez, City Manager

City Council
11 –
5 10/7/2025

BIDDER LOCATION T OTAL
All Sources All Products LLC San Diego, CA 163,153$
American Sanitary Supply Inc. Brea, CA 127,193$
Blue Angel International LLC B erkeley, CA 332,139$
B
rady Industries of California LLC Las Vegas, NV 196,644$ Central Poly-Bag Corp Linden, NJ 197,280$
Ceres
Oatmeal Corp Cupertino, CA 149,696$
Dedicated Corporate Solutions of
CA Arcadia, CA 205 ,115$
Evelyn Ramirez Inc. Corona, CA 159,066$
I
mperial Bag & Paper Co. LLC
d
ba Imperial Dade Lo ma Linda, CA 131,342$
Los Angeles Chemical Co.,Inc Carson, CA 142,380$
Office Solutions Business
Products & Services, LLC Yorba Linda, CA 1
32,824$
Signal Hill Auto Enterprises Inc.
dba Supply Solutions F ullerton, CA 139,259$
Staples, Inc. F ramingham, MA 50,219$
Unipak Corp West Long Beach, NJ 18,105$
Veritiv Operating Company Do wney, CA 126,337$
Paper and Janitorial Products (IFB No. 25-115)

ABSTRACT OF BIDS
EXHIBIT 1
EXHIBIT 1

City Council
11 –
6 10/7/2025

Police Department
www.santa-ana.org/pd
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Incarcerated Persons Supplies

AGENDA TITLE
Purchase Order Contracts to Acme Supply Co., Ltd., Bob Barker Company, Inc., and Victory Supply, LLC for Incarcerated Persons Supplies (Specification No. 25-084) (General Fund)

RECOMMENDED ACTION
Award Aggregate Purchase Order Contracts to vendors listed below for incarcerated persons supplies on an as-needed basis in an estimated annual aggregate amount not to exceed $73,000 for an initial one-year term expiring on October 6, 2026, with provisions for four (4) one (1)-year renewal options and a total amount not to exceed $365,000 over a five-year period.

Vendor Location
Acme Supply Co., Ltd Glen Cove, NY
Bob Barker Company, Inc. Fuquay Varina, NC
Victory Supply, LLC Mount Pleasant, TN
GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Santa Ana Jail requires consistent access to specialized supplies that go beyond what is typically purchased from other City vendors. Title 15 of the California Code of Regulations and federal housing standards requires the City to provide uninterrupted access to basic hygiene items, bedding, and clothing for all incarcerated persons.

Many of the products required in a correctional environment, such as tamper-resistant hygiene supplies, clear packaging for security purposes, or clothing and bedding designed specifically for detention facilities, are not available through ordinary commercial outlets. Attempting to source these items individually would mean staff would have to shop, order, and wait extended periods of time for delivery, creating unacceptable delays and potentially jeopardizing compliance with Title 15 standards

City Council
12 –
1 10/7/2025

Incarcerated Persons Supplies
October 7, 2025

5 3
6 5
and federal contractual obligations. Without reliable access to these supplies, the City would face compliance risks, increased costs, and potential impacts on safety for both incarcerated persons and staff.

Invitation for Bids (IFB) No. 25-084 was issued on May 29, 2025, on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:
172 Vendors notified
4 Santa Ana vendors notified
20 Vendors downloaded the bid packet
5 Bids received
0 Bids received from Santa Ana vendors
Bids were solicited, opened on June 12, 2025, and evaluated (Exhibit 1). Five (5) bids were submitted by the IFB deadline and four (4) were determined to be responsive to the specifications and met the City’s requirements.

The bids submitted by Acme Supply Co., Ltd, Bob Barker Company, Inc., and Victory Supply, LLC. were determined to be the lowest, responsible, and responsive to the City’s specifications. To ensure that the Santa Ana Jail has access to large inventory quantities and specialty correctional supplies, staff recommends awarding aggregate purchase order contracts to Acme Supply Co., Ltd, Bob Barker Company, Inc., and Victory Supply, LLC. Doing so ensures Title 15 compliance, operational continuity, and access to correctional-grade products designed to meet state and federal legal requirements.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Funding is available in the current FY 2025-26 budget, and future fiscal year funding for a total aggregate amount not to exceed $365,000, if all renewal options are exercised, will be included in the proposed budgets for City Council consideration as follows:

Fiscal
Year
Accounting Unit –
Account No.

Fund
Description
Accounting Unit,
Account No.

Description
Amount
FY 25-26 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 54,750
FY 26-27 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 73,000
FY 27-28 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 73,000

City Council
12 –
2 10/7/2025

Incarcerated Persons Supplies
October 7, 2025

5 3
6 5
FY 28-29 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 73,000
FY 29-30 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 73,000
FY 30-31 01114475-63001 General Fund Jail Operations, Misc.

Operating Expenses $ 18,250
Total $365,000

EXHIBIT(S)

1. Bid Abstract
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager

City Council
12 –
3 10/7/2025

City of Santa Ana
Bid Results for Project Incarcerated Persons Supplies (25-084) Issued on 05/29/2025
Bid Due on June 12, 2025 2:00 PM (PDT)
Line Totals (Unit Price * Quantity)
Item Num Section Item Code Description UOM QTY

ACME SUPPLY CO
Glen Cove, NY
Bob Barker Company
Fuquay Varina, NC
Victory Supply LLC
Mount Pleasant, TN
Charm-Tex
Brooklyn, NY
1 CATEGORY 1 - UNIFORMS SMALL - 3X
UNIFORM PANTS, khaki, green and orange w/woven elastic
in waistband and lockstitch stitch, "SAJ" silk-screened in 4" block white letters vertically on front right leg. DZ 60 $5,040.00 $6,134.40 $5,202.00 $5,230.80 2 CATEGORY 1 - UNIFORMS 4XL - 6XL
UNIFORM PANTS, khaki, green and orange w/woven elastic
in waistband and lockstitch stitch, "SAJ" silk-screened in 4" block white letters vertically on front right leg. DZ 60 $5,040.00 $6,825.60 $5,985.00 $5,530.80 3 CATEGORY 1 - UNIFORMS
7XL - 8XL
UNIFORM PANTS, khaki, green and orange w/woven elastic
in waistband and lockstitch stitch, "SAJ" silk-screened in 4" block white letters vertically on front right leg. DZ 60 $5,040.00 $8,928.00 $6,903.00 $5,950.80 4 CATEGORY 1 - UNIFORMS
SMALL - 3X
UNIFORM SHIRTS, V-neck, khaki, green and orange, "SAJ"
silk-screened in 4" white block letters on center upper back. DZ 60 $4,320.00 $5,248.80 $5,004.00 $4,750.80
5 CATEGORY 1 - UNIFORMS
4XL - 6XL
UNIFORM SHIRTS, V-neck, khaki, green and orange, "SAJ"
silk-screened in 4" white block letters on center upper back. DZ 60 $4,320.00 $5,817.60 $5,508.00 $5,170.80
6 CATEGORY 1 - UNIFORMS
7XL - 8XL
UNIFORM SHIRTS, V-neck, khaki, green and orange, "SAJ"
silk-screened in 4" white block letters on center upper back. DZ 60 $4,320.00 $6,969.60 $6,003.00 $5,950.80
7 CATEGORY 1 - UNIFORMS

SMALL - XL
T-SHIRTS, Men's, 200 cotton, irregular, crew neck, short sleeve, no pocket, orange. DZ 460 $16,560.00 $15,897.60 $15,308.80 $16,054.00 8 CATEGORY 1 - UNIFORMS 2XL - 5XL
T-SHIRTS, Men's, 200 cotton, irregular, crew neck, short sleeve, no pocket, orange. DZ 460 $16,560.00 $15,897.60 $18,395.40 $18,354.00 9 CATEGORY 1 - UNIFORMS LARGE - XL COVERALL, disposable, lt. Blue, 25/case CS 50 $2,500.00 $3,910.00 $2,269.00 $3,495.00 Subtotal $63,700.00 $75,629.20 $70,578.20 $70,487.80
10 CATEGORY 2 -
UNDERGARMENTS SMALL - 2XL BRIEFS, Men's 60% cotton 40% polyester, orange DZ 200 $3,000.00 $3,096.00 $2,818.00 $3,176.00 11 CATEGORY 2 -
UNDERGARMENTS 3XL - 4XL BRIEFS, Men's 60% cotton 40% polyester, orange DZ 70 $1,050.00 $1,254.40 $1,126.30 $1,181.60 12 CATEGORY 2 -
UNDERGARMENTS 5XL - 6XL BRIEFS, Men's 60% cotton 40% polyester, orange DZ 30 $450.00 $613.20 $487.20 $536.40 13 CATEGORY 2 -
UNDERGARMENTS 5 - 9 PANTY, Women's 60% cotton 40% polyester, orange DZ 50 $700.00 $466.00 $481.50 $563.00 14 CATEGORY 2 -
UNDERGARMENTS 10 - 14 PANTY, Women's 60% cotton 40% polyester, orange DZ 50 $700.00 $506.00 $507.00 $744.00 15 CATEGORY 2 -
UNDERGARMENTS 32-44 SPORTS BRA, white DZ 50 $1,200.00 $821.00 $1,043.50 $1,094.00 16 CATEGORY 2 -
UNDERGARMENTS N/A SOCKS, tube, orange DZ 200 $1,200.00 $1,256.00 $1,358.00 $1,566.00 Subtotal $8,300.00 $8,012.60 $7,821.50 $8,861.00
EXHIBIT 1

City Council
12 –
4 10/7/2025

17 CATEGORY 3 - SHOES 2 - 7 MEN'S SANDALS, CLOGS, EVA material, black PR 1600 $5,600.00 $6,848.00 $8,288.00 18 CATEGORY 3 - SHOES 8 - 12 MEN'S SANDALS, CLOGS, EVA material, black PR 1600 $5,600.00 $6,848.00 $8,288.00 19 CATEGORY 3 - SHOES 13 - 18 MEN'S SANDALS, CLOGS, EVA material, black PR 1600 $6,400.00 $6,848.00 $8,288.00 20 CATEGORY 3 - SHOES Small - Med MEN'S SHOWER SHOES, ultra-soft PVC, tan PR 1100 $2,662.00 $2,629.00 $3,179.00 21 CATEGORY 3 - SHOES Large - XL MEN'S SHOWER SHOES, ultra-soft PVC, tan PR 1100 $2,662.00 $2,629.00 $3,179.00 22 CATEGORY 3 - SHOES 2XL - 3XL MEN'S SHOWER SHOES, ultra-soft PVC, tan PR 1100 $2,662.00 $2,629.00 $3,179.00 Subtotal $0.00 $25,586.00 $28,431.00 $34,401.00
23 CATEGORY 4 - BATH TOWELS,

LINENS, AND BLANKETS N/A
BATH TOWELS, REGULAR grade institutional, 100% Cotton,
White, 22" X 44" DZ 150 $1,986.00 $2,019.00 $2,031.00 $2,331.00 24 CATEGORY 4 - BATH TOWELS,

LINENS, AND BLANKETS N/A
FLAT SHEETS, domestic poly/cotton blend, White
T-180 thread count, 54" X 90" DZ 150 $3,900.00 $5,601.00 $6,141.00 $5,931.00 25 CATEGORY 4 - BATH TOWELS,

LINENS, AND BLANKETS N/A
PILLOWCASES, domestic, T-180 thread count, Standard,
white DZ 20 $200.00 $268.00 $255.60 $259.80
26 CATEGORY 4 - BATH TOWELS,

LINENS, AND BLANKETS N/A
BLANKETS, SNAG-FREE, 100% cotton, thermal, white fire
retardant, 66" X 90" DZ 150 $10,800.00 $906.00 $9,592.50 $11,208.00 Subtotal $16,886.00 $8,794.00 $18,020.10 $19,729.80
27 CATEGORY 5 - PERSONAL CARE

ITEMS N/A
TOOTHPASTE, .85 oz. mint flavored w/fluoride, white Paste in plastic tubes, 144/case CS 200 $4,484.00 $4,106.00 $4,636.00 28 CATEGORY 5 - PERSONAL CARE

ITEMS N/A
TOOTHBRUSH, 3-1/4", w/nylon bristles individually
wrapped, 144/case CS 100 $658.00 $645.00 $690.00
29 CATEGORY 5 - PERSONAL CARE

ITEMS N/A
3 in 1 TOTAL BODY SHAMPOO/SOAP/SHAVE GEL, for all
hair types, 4gal/case CS 200 $9,168.00 $9,948.00 $11,980.00 30 CATEGORY 5 - PERSONAL CARE

ITEMS N/A
BAR SOAP, .5 oz. antibacterial/deodorant, Individually
Wrapped, 1000/case CS 350 $16,520.00 $11,704.00 $17,465.00 31 CATEGORY 5 - PERSONAL CARE
ITEMS N/A DEODRANT, stick, .5 oz. alcohol free, 144/case CS 20 $1,128.40 $858.80 $1,098.00 32 CATEGORY 5 - PERSONAL CARE
ITEMS N/A RAZOR, single blade, disposable, 2000/case CS 40 $4,407.20 $5,177.60 $5,996.00 33 CATEGORY 5 - PERSONAL CARE
ITEMS N/A CUPS, Dispenser, 1 oz., 5000/case CS 20 $1,556.40 $1,999.40 $1,098.00 34 CATEGORY 5 - PERSONAL CARE

ITEMS N/A
CAP, Lightweight bouffant, fire-retardant, non-woven,
polypropylene, white. 1000/case CS 200 $8,320.00 $9,648.00 $9,976.00 Subtotal $0.00 $46,242.00 $44,086.80 $52,939.00
35 MISCELLANEOUS ITEMS
For items not specified herein, vendor must enter
minimum percentage (%) discount offered to the City at
the unit price (10% would be entered as .10). Discount
from vendor's price list shall remain firm throughout the term of the contract. LOT 1 20% 12% 15% 15%
36 DELIVERY Number of calendar days after receipt of order DAY 1 5 Days 3-7 Days 7-10 Days 7-30 Days Grand
Total $88,886.00 $164,263.80 $168,937.60 $186,418.60

City Council
12 –
5 10/7/2025

Public Works Agency
www.santa-ana.org/pw
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Public Works Water Division Waterworks Fitting and Supplies

AGENDA TITLE
Aggregate Purchase Order Contracts with Ferguson Enterprises, LLC dba Ferguson Waterworks, Orange County WinWater, and S&J Supply Company, Inc. for Waterworks Fittings and Supplies (Specification No. 25-010) (Non-General Fund)

RECOMMENDED ACTION
Award Aggregate Purchase Order Contracts to Ferguson Enterprises, LLC dba Ferguson Waterworks, Orange County WinWater, and S&J Supply Company, Inc. for waterworks fittings and supplies on an as-needed basis for a shared annual aggregate amount not- to-exceed $800,000, for the term beginning October 7, 2025 and expiring October 6, 2026, with provisions for four, one-year renewal options.

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Public Works Agency (PWA) Water Resources Division oversees the operations and maintenance of the City’s water and sanitary sewer systems. The water system is comprised of approximately 480 miles of water main, 21 groundwater wells, seven pump stations, 10 reservoirs, four pressure regulating stations, and roughly 45,500 metered service connections. The sanitary sewer system includes more than 400 miles of sanitary sewer main, 8,500 manholes, approximately 48,500 sewer laterals, and two sewer list stations.

To support the operations and maintenance of these systems, City staff requires a wide range of waterworks materials, supplies, and fittings. Given the challenges of aging infrastructure, staff proactively procures and maintains an inventory of essential supplies at the City’s Corporate Yard to support both routine maintenance and emergency repair efforts. This readiness helps minimize service disruptions and ensures timely response to infrastructure issues. The proposed contracts allow staff to source waterworks fitting and supplies from multiple local vendors ensuring access to products needed at competitive prices.

City Council
13 –
1 10/7/2025

Public Works Water Division Waterworks Fittings and Supplies October 7, 2025

5 3
5 5
An Invitation for Bids (IFB) No. 25-010 was issued on July 25, 2025, on the City’s online bid management and publication system, PlanetBids. A summary of vendor participation and results is as follows:
276 Vendors notified
20 Santa Ana vendors notified
22 Vendors downloaded the bid packet
8 Bids received
2 Bids received from Santa Ana vendors
Bids were opened on August 26, 2025, and evaluated (Exhibit 1). Eight bids were submitted by the IFB deadline and all were determined to be responsive to the specifications and met City’s requirements. Although Yardley-Orgill Co., Inc. dba YO Fire appeared to be the second lowest bid, they in fact were unable to provide a significant number of items listed on the IFB. Therefore, staff recommends awarding aggregate purchase contracts to bids submitted by Ferguson Enterprises, Orange County WinWater, and S&J Supply Company, Inc. to provide waterworks fittings and supplies.

These vendors provided the most comprehensive responses and demonstrated ample product availability at competitive pricing. Aggregate purchase contracts will ensure flexibility, competitive pricing, and availability of high-quality products for field operations.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
Funds are budgeted and available in the following accounts for Fiscal Year 2025-26.

Subsequent funding for the extension options, if exercised, will be included in future proposed budgets for City Council consideration.

Fiscal
Year
Accounting
Unit-
Account #
Fund
Description
Accounting Unit,
Account Description
Amount
Current Budget
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$75,000
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$75,000
2025-26
(Oct-Jun)
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$393,750

City Council
13 –
2 10/7/2025

Public Works Water Division Waterworks Fittings and Supplies October 7, 2025

5 3
5 5
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$18,750
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$37,500
Future Budget
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$100,000
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$100,000
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$525,000
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$25,000
2026-27
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$50,000
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$100,000
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$100,000
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$525,000
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$25,000
2027-28
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$50,000
2028-29
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$100,000

City Council
13 –
3 10/7/2025

Public Works Water Division Waterworks Fittings and Supplies October 7, 2025

5 3
5 5
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$100,000
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$525,000
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$25,000
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$50,000
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$100,000
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$100,000
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$525,000
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$25,000
2029-30
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$50,000
05617640-
63001
Sanitary
Sewer Service
Sanitary Sewer Service,
Miscellaneous Operating
Expenses
$25,000
06017640-
63001
Water Water Utility Production &
Supply, Miscellaneous
Operating Expenses
$25,000
06017641-
63001
Water Water System
Maintenance,
Miscellaneous Operating
Expenses
$131,2502030-31
(Jul-Sep)
06017644-
63001
Water Water Quality,
Miscellaneous Operating
Expenses
$6,250

City Council
13 –
4 10/7/2025

Public Works Water Division Waterworks Fittings and Supplies October 7, 2025

5 3
5 5
06017646-
63001
Water Water Meter Services,
Miscellaneous Operating
Expenses
$12,500
TOTAL $ 4,000,000

EXHIBIT(S)

1. Abstract of Bids (25-010)
Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager

City Council
13 –
5 10/7/2025

BIDDER LOCATION TOTAL
Blue Angel International LLC Berkely, CA 355,377$
C. Wells Pipeline Materials Inc. Corona, CA 177,875$
Core & Main, LP Santa Ana, CA 206,893$
Famcon Pipe & Supply, Inc Oxnard, CA 166,548$
Ferguson Enterprises, LLC dba
Ferguson Waterworks Santa Ana, CA 103,656$
Orange County WinWater Anaheim, CA 110,577$
S&J Supply Company Inc. Santa Fe Springs, CA 119,863$
Yardley-Orgill Co. Inc. dba YO Fire Stanton, CA 107,108$ Waterworks Fittings and Supplies (IFB No. 25-010)

ABSTRACT OF BIDS
EXHIBIT 1
EXHIBIT 1

City Council
13 –
6 10/7/2025

Public Works Agency
www.santa-ana.org/pw
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Public Works Building and Facilities Plumbing Contractors

AGENDA TITLE
Aggregate Agreements for Plumbing Contractor Services (Specification No. 25-070A) (General Fund & Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute agreements with Elegant Construction, Inc., Pacific Plumbing Company of Santa Ana, Pro-Craft Construction, Inc., and Verne’s Plumbing, Inc. for plumbing contractor services for a shared aggregate amount not-to- exceed total amount of $2,012,500, for the term beginning October 7, 2025 and expiring October 6, 2028, with provisions for one, two-year extension (Core Agreement No. A- 2025-XXX).

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Public Works Agency (PWA) Parks, Fleet, Facilities, and Refuse Services Division oversees City-owned facilities and parks that require general plumbing repair services, including but not limited to, service installation and repair of all plumbing systems, sanitary facilities, domestic water, domestic hot water generation equipment, recirculation pumps, gas piping, commercial kitchen connections, grease interceptors, drain cleaning, and other plumbing work as needed.

Public Works staff perform a variety of plumbing work in-house, such as repairing leaks, replacing faucets, unclogging sinks and toilets, etc. However, many of the existing plumbing systems are complex, requiring specialized expertise and equipment that typically cannot be performed or provided by in-house staff, such as gas line repairs, backflow testing, and storm drain pump replacements. Establishing aggregate plumbing contractor service agreements supplements staff’s capabilities and ensures timely, efficient, and code-compliant repairs to urgent plumbing needs by licensed professionals.

The City currently budgets an average of $200,000 annually for plumbing repairs, modifications, and renovations. Due to increased material costs, the addition of new

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public facilities and park restrooms, and the aging conditions of existing facilities, staff projects expenditures may increase to approximately $402,500 annually.

Additionally, this contract will be utilized to replace old drinking fountains with new water bottle filling stations in public spaces to promote the City’s award-winning water, conservation (Plastic Waste Reduction), and substitution of bottled water for public drinking water which is an implementation action of the City’s general plan, mobility element.

Invitation for Bids (IFB) No. 25-070A was issued on June 10, 2025 on the City’s online bid management and publication system, PlanetBids. A summary of vendor participation and results are as follows:
115 Vendors notified
12 Santa Ana vendors notified
23 Vendors downloaded the bid packet
4 Responsive proposals received
1 Proposal received from Santa Ana
vendors
Bids were opened on July 1, 2025, and evaluated (Exhibit 1). Four proposals were submitted by the IFB deadline and were all deemed to be responsive to the specifications and met the City’s requirements.

Local Outreach Efforts
The Purchasing Division advertised this IFB on PlanetBids, which directly notified 12 Santa Ana vendors. Three Santa Ana vendors downloaded the IFB and one submitted a bid for consideration.

The bids submitted by Elegant Construction, Inc., Pacific Plumbing Company of Santa Ana, Pro-Craft Construction, Inc., and Verne’s Plumbing, Inc. were determined to all be responsible and responsive to the City’s specifications for this IFB. Each of these vendors has demonstrated proven expertise in providing plumbing repair services for the City, consistently meeting or exceeding performance expectations. Their reliability and capability have been key in supporting the City’s infrastructure and parks. Staff recommends the approval of the recommended action for all four vendors to be on the City’s list of qualified vendors of a shared aggregate not-to-exceed total amount of $2,012,500 for all four agreements (Exhibits 2-5) to ensure faster response times and flexibility in addressing specialized needs or emergencies.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

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2 10/7/2025

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FISCAL IMPACT
Funds are budgeted and available in the following accounts for Fiscal Year 2025-26.

Subsequent funding for the extension option, if exercised, will be included in future proposed budgets for City Council consideration.

Fiscal Year
Accounting
Unit – Account
# (Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
Current Budget
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$75,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$7,500
01117651-
62320 General Fund
Park Maintenance
Service Enhancement,
Maintenance & Repair
Buildings & Ground
$63,750
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$56,250
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$18,750
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$9,375
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$11,250
2025-26
(Oct-Jun)
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service,
Contract Services -
Professional
$60,000
Future Budget
2026-27 07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000

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6 0
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$10,000
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$85,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$75,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$25,000
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$12,500
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$15,000
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$80,000
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$10,000
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$85,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$75,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$25,000
2027-28
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$12,500

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5 3
6 0
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$15,000
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$80,000
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$25,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$2,500
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$21,250
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$18,750
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$6,250
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$3,125
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$3,750
2028-29
(Jul-Sept)
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$20,000
Optional One, 2-Year Extension:
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$75,000
2028-29
(Oct-Jun)
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$7,500

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5 10/7/2025

Public Works Building and Facilities Plumbing Contractors October 7, 2025

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6 0
01117651-
62320 General Fund
Park Maintenance
Service Enhancement,
Maintenance & Repair
Buildings & Ground
$63,750
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$56,250
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$18,750
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$9,375
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$11,250
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$60,000
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$10,000
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$85,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$75,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$25,000
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$12,500
2029-30
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance, $15,000

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6 0

EXHIBIT(S)

1. Abstract of Bids (25-070A)

2. Agreement with Elegant Construction, Inc.

3. Agreement with Pacific Plumbing Company of Santa Ana

4. Agreement with Pro-Craft Construction

5. Agreement with Verne’s Plumbing, Inc.

Maintenance & Repair
Buildings & Ground
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$80,000
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$25,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$2,500
01117651-
62320 General Fund
Park Maintenance
Service Enhancement,
Maintenance & Repair
Buildings & Ground
$21,250
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$18,750
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$6,250
06017641-
62300 Water
Water System
Maintenance, Contract
Services-Professional
$3,125
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$3,750
2030-31
(Jul-Sept)
06917640-
62300
Refuse
Collection
Service
Refuse Collection
Service, Contract
Services –
Professional
$20,000
TOTAL $2,012,500

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7 10/7/2025

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6 0
Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager

City Council
14 –
8 10/7/2025

BIDDER LOCATION TOTAL
Elegant Construction, Inc. Irvine, CA 1,788$
Pacific Plumbing Company of
Santa Ana Santa Ana, CA 2,094$
Pro-Craft Construction, Inc. Redlands, CA 2,698$
Verne's Plumbing, Inc. Buena Park, CA 2,085$
Plumbing Contractor Services (Bid No. 25-070A)

ABSTRACT OF BIDS
EXHIBIT 1

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Public Works Agency
www.santa-ana.org/pw
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Public Works Building and Facilities Electrical Contractors

AGENDA TITLE
Aggregate Agreements for Electrical Contractor Services (Specification No. 25-069A) (General Fund & Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute agreements with Fineline Products, Inc.dba Fineline Electric, Inter-Pacific, Inc., Radiant Electric LLC, and Williams and Maher, Inc. for electrical contractor services for shared aggregate not-to-exceed total of $3,150,000 for the term beginning October 7, 2025 and expiring October 6, 2028, with provisions for one, two-year extension (Core Agreement No. A-2025-XXX).

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Public Works Agency (PWA) Parks, Fleet, Facilities, and Refuse Division oversees City-owned facilities and parks that require general electrical repair services. These services may include installing or re-routing conduit, adding switches and receptacles, testing circuits, upgrading panels, wiring modifications, and other electrical related work as needed. This type of work must be completed by certified electricians and contractors possessing a valid California Class C-10 electrical contractor’s license.

Public works staff perform a variety of electrical work in-house such as, replacing light fixtures, resetting breakers, and swapping out outlets. More complex electrical tasks require a high level of expertise that often involve working on live circuits or high-voltage systems, which pose significant safety risks if handled improperly. Establishing aggregate electrical contractor service agreements supplements staff capabilities and ensures the work is completed in accordance with applicable safety codes by licensed electricians.

The City currently allocates an average of $380,000 annually for electrical repairs, modifications, renovations, and tenant improvement projects. However, increased electricial materials costs, combined with increasing demand for electrical service upgrades stemming from the expansion of electric vehicle charging infrastructure are

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expected to significantly impact service needs. Based on these factors, staff projects annual expenditures may rise to approximately $605,000.

Invitation for Bids (IFB) No. 25-069A was issued on June 10, 2025 on the City’s online bid management and publication system, PlanetBids. A summary of vendor participation and results are as follows:
41 Vendors notified
4 Santa Ana vendors notified
39 Vendors downloaded the bid packet
12 Responsive proposals received
2 Proposals received from Santa Ana
vendors
Bids were opened on July 1, 2025, and evaluated (Exhibit 1). Twelve proposals were submitted by the IFB deadline and all were determined to be responsive to the specifications and met the City’s requirements.

Local Outreach Efforts
The Purchasing Division advertised this IFB on PlanetBids, which directly notified four Santa Ana vendors. Three Santa Ana vendors downloaded the IFB and two submitted a bid for consideration.

The bids submitted by Fineline Electric, Inter-Pacific, Inc., Radiant Electric LLC, and Williams & Maher, Inc. were determined to be the lowest, responsible, and responsive to the City’s specifications for this IFB. Fineline Electric, Inter-Pacific, Inc., and Williams & Maher have each demonstrated proven expertise in providing electrical contractor services for the City. Their performance has consistently met or exceeded expectations, reinforcing their reliability and capability in supporting the City’s electrical needs.

Radiant Electric LLC has not worked for the City in the past but their proposal, references, and over 30 years of industry experience demonstrates their ability to provide the same quality service. Staff recommends the approval of the recommended action for all four vendors to be on the City’s list of qualified vendors of a shared aggregate not-to-exceed total of $3,150,000 for all four agreements (Exhibits 2-5) to ensure faster response times, competitive pricing, and flexibility in addressing specialized needs.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

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FISCAL IMPACT
Funds are budgeted and available in the following accounts for Fiscal Year 2025-26.

Subsequent funding for the renewal options, if exercised, will be included in the proposed budgets for City Council consideration.

Fiscal
Year
Accounting
Unit – Account
# (Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
Current Budget
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$112,500
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$18,750
01117651-
62320 General Fund
Park Maintenance
Service
Enhancement,
Maintenance & Repair
Buildings & Ground
$75,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$75,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$37,500
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services -
Professional
$37,500
06817641-
62300 Sanitation Fund
Public Works -
Roadway Cleaning,
Contract Services -
Professional
$18,750
01116500-
62300 General Fund
Planning & Building
Agency -
Administration,
Contract Services –
Professional
$7,500
2025-26
(Oct-Jun)
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
$7,500

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Services -
Professional
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$2,250
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$5,250
07417655-
62320
(26-6001)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$56,250
07417655-
66220
(26-6003)
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$125,000
Future Budget
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$150,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$25,000
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$100,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$50,000
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services -
Professional
$50,000
2026-27
06817641-
62300 Sanitation Fund Public Works –
Roadway Cleaning, $25,000

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Contract Services –
Professional
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services –
Professional
$10,000
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services –
Professional
$10,000
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$3,000
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$7,000
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$75,000
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$150,000
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$25,000
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$100,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$50,000
2027-28
06017640-
62300 Water Water Utility Water
Production & Supply, $50,000

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Contract Services -
Professional
06817641-
62300 Sanitation Fund
Public Works –
Roadway Cleaning,
Contract Services –
Professional
$25,000
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services –
Professional
$10,000
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services –
Professional
$10,000
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$3,000
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$7,000
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$75,000
07317100-
62300
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$37,500
06717650-
62320
Regional
Transportation
Center

PWA -SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$6,250
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$25,000
2028-29
(Jul-Sept)
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$25,000

City Council
15 –
6 10/7/2025

Public Works Building and Facilities Electrical Contractors October 7, 2025

5 3
6 2
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$12,500
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services -
Professional
$12,500
06817641-
62300 Sanitation Fund
Public Works –
Roadway Cleaning,
Contract Services –
Professional
$6,250
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services –
Professional
$2,500
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services Professional
$2,500
01111110-
62300 General Fund
Library –
Administration,
Contract Services –
Professional
$750
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$1,750
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$18,750
Optional One, 2-Year Extension:
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$112,500
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$18,750
2028-29
(Oct-Jun)
01117651-
62320 General Fund
Park Maintenance
Service
Enhancement,
$75,000

City Council
15 –
7 10/7/2025

Public Works Building and Facilities Electrical Contractors October 7, 2025

5 3
6 2
Maintenance & Repair
Buildings & Ground
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$75,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$37,500
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services –
Professional
$37,500
06817641-
62300 Sanitation Fund
Public Works –
Roadway Cleaning,
Contract Services –
Professional
$18,750
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services -
Professional
$7,500
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services Professional
$7,500
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$2,250
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$5,250
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$56,250
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$150,000
2029-30
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations, $25,000

City Council
15 –
8 10/7/2025

Public Works Building and Facilities Electrical Contractors October 7, 2025

5 3
6 2
Maintenance & Repair
Buildings & Ground
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$100,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$100,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$50,000
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services -
Professional
$50,000
06817641-
62300 Sanitation Fund
Public Works –
Roadway Cleaning,
Contract Services –
Professional
$25,000
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services –
Professional
$10,000
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services –
Professional
$10,000
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$3,000
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$7,000
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$75,000

City Council
15 –
9 10/7/2025

Public Works Building and Facilities Electrical Contractors October 7, 2025

5 3
6 2
07317100-
62320
Building
Maintenance
Building Maintenance,
Maintenance & Repair
Buildings & Ground
$37,500
06717650-
62320
Regional
Transportation
Center
PWA – SARTC
Operations,
Maintenance & Repair
Buildings & Ground
$6,250
01117651-
62320 General Fund
Park Maintenance,
Maintenance & Repair
Buildings & Ground
$25,000
01117607-
62300 General Fund
PWA Services,
Contract Services-
Professional
$25,000
01114403-
62300 General Fund
Building & Facility,
Contract Services-
Professional
$12,500
06017640-
62300 Water
Water Utility Water
Production & Supply,
Contract Services -
Professional
$12,500
06817641-
62300 Sanitation Fund
Public Works –
Roadway Cleaning,
Contract Services –
Professional
$6,250
01116500-
62300 General Fund
Planning & Building
Agency –
Administration,
Contract Services –
Professional
$2,500
01116530-
62300 General Fund
Planning & Building
Agency – Permit &
Plan Check, Contract
Services –
Professional
$2,500
01111110-
62300 General Fund
Library –
Administration,
Contract Services -
Professional
$750
2030-31
(Jul-Sept)
01113220-
62300 General Fund
PRCSA – Zoo,
Contract Services –
Professional
$1,750

City Council
15 –
10 10/7/2025

Public Works Building and Facilities Electrical Contractors October 7, 2025

5 3
6 2

EXHIBIT(S)

1. Abstract of Bids (25-069A)

2. Agreement with Fineline Electric

3. Agreement with Inter-Pacific, Inc.

4. Agreement with Radiant Electric, LLC

5. Agreement with Williams and Maher, Inc.

Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
07417655-
62320
Civic Center
Maintenance
Civic Center
Maintenance,
Maintenance & Repair
Buildings & Ground
$18,750
TOTAL $3,150,000

City Council
15 –
11 10/7/2025

BIDDER LOCATION TOTAL
ALBD Electric and Cable La Habra, CA 823$
Amtech Construction Orange, CA 1,118$
Baker Electric, Inc. Escondido, CA 1,035$
BCE, Inc. Torrance, CA 750$
Fineline Electric Irvine, CA 715$
GA Technical Services Glendora, CA 766$
Inter-Pacific, Inc. Irvine, CA 652$
M.Brey, Inc. Beaumont, CA 875$
Neema General Contracting El Cajon, CA 826$
Quality Light and Electrical Bloomington, CA 2,625$
Radient Electric Santa Ana, CA 678$
Williams & Maher, Inc. Santa Ana, CA 594$
Electrical Contractor Services (Bid No. 25-069A)

ABSTRACT OF BIDS
Exhibit 1

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Public Works Agency
www.santa-ana.org/pw
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Santa Ana Boulevard Grade Separation Project

AGENDA TITLE
Second Amendment to Agreement with Mark Thomas & Company, Inc. for Grant Writing Services (No. 22-6899, 24-6899, 25-6899 & 26-6899) (Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute the second amendment to the agreement with Mark Thomas & Company, Inc. for grant writing services for the Santa Ana Boulevard Grade Separation in the amount of $75,000, for a new total not-to-exceed amount of $405,000 and exercise the final extension option ending December 20, 2026 (Agreement No. A-2025-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
The proposed Santa Ana Boulevard Grade Separation is adjacent to the Santa Ana Regional Transportation Center (SARTC) and will include a new four-lane underpass to replace the existing at-grade rail crossing at the Southern California Regional Rail Authority (SCRRA) double tracks on Santa Ana Boulevard. This project will eliminate the at-grade crossing allowing for enhanced safety by separating vehicles, pedestrians, and cyclists from trains at the railroad crossing. It will reduce traffic congestion along a busy arterial, encourage a passenger rail mode shift, reduce air and noise pollution, provide unhindered access for emergency vehicles, and provide connectivity across Santa Ana Boulevard to SARTC. The improvements will include a raised median, bike lanes, sidewalks, storm water pump station, space for a transportation opportunity zone, and a pedestrian plaza. The total cost of this proposed project is estimated to be $126,500,000 and can only be realized with grant funding, which is typical for transportation projects of this magnitude.

On September 27, 2021, the Public Works Agency released Request for Proposal (RFP) No. 21-111, by which it sought the services of a professional engineering firm to provide grant writing services for the Public Works Agency Santa Ana Boulevard Grade Separation Project. Mark Thomas & Company, Inc. was awarded an agreement based upon the scope of work and selection criteria outlined in the RFP for a total amount not- to-exceed $330,000.

City Council
16 –
1 10/7/2025

Second Amendment Mark Thomas Grant Writing
October 7, 2025

5 3
6 1
Mark Thomas & Company, Inc. has submitted several grant applications for the Santa Ana Boulevard Grade Separation as part of the original agreement scope, including two successful grant awards of $7,000,000 from Transit and Intercity Rail Capital Program (TIRCP) and a $25,000,000 from Rebuilding American Infrastructure with Sustainability (RAISE) grant programs. Staff recommends executing a second amendment to the current agreement with Mark Thomas & Company, Inc. for an additional amount of $75,000 to provide grant writing services for additional grant applications, including the Railroad Crossing Elimination Program (RCE), Consolidated Rail Infrastructure and Safety Improvement (CRISI), Better Utilizing Investments to Leverage Development (BUILD), and Trade Corridor Enhancement Program (TCEP) for the Santa Ana Boulevard Grade Separation project (Exhibit 1).

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
Funds are budgeted and available in the following account for Fiscal Year 2025-26. Any remaining balances not expended at the end of the fiscal year will be presented to City Council for approval of carryovers to FY 2026-27.

EXHIBIT(S)

1. Agreement Amendment with Mark Thomas & Company, Inc.

Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
Fiscal
Year
Accounting
Unit -Account
No.

Fund
Description
Accounting Unit -
Account No.

Description
Amount
2025-26
03217662-
66220
(Proj. 26-6899)
Measure M
Street
Construction
Measure M2 Local
Fairshare,
Improvements Other
Than
Buildings
$75,000
TOTAL: $75,000

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16 –
2 10/7/2025

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3 10/7/2025

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4 10/7/2025

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5 10/7/2025

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6 10/7/2025

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7 10/7/2025

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16 –
8 10/7/2025

Human Resources Department
www.santa-ana.org/HR
Item # 17
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
October 7, 2025
TOPIC: Memorandum of Understanding between the City of Santa Ana and the Santa Ana Management Association and Resolution for Associated Unrepresented Classifications

AGENDA TITLE
Memorandum of Understanding Establishing the Terms and Conditions of Employment for Classifications Represented by the Santa Ana Management Association and Resolution Updating the Salary Schedule for Associated Unrepresented Classifications

RECOMMENDED ACTION

1. Authorize the City Manager to execute a Memorandum of Understanding with the Santa Ana Management Association (“SAMA”) regarding wages, hours, and other terms and conditions of employment effective July 1, 2025 through June 30, 2028 and authorize non-substantive changes which may be necessary to implement the agreement (Agreement No. A-2025-XXX).

2. Adopt a Resolution updating the salary schedule for associated unrepresented classifications.

RESOLUTION NO. 2025-XXX entitled A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA ANA TO EFFECT CERTAIN CHANGES TO THE CITY’S CLASSIFICATION AND COMPENSATION PLAN
GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The City recently reached a tentative agreement with SAMA on a three (3) year successor Memorandum of Understanding (“MOU”) effective July 1, 2025 through June 30, 2028.

The tentative agreement has been ratified by SAMA membership. The major provisions of the agreement include: salary increases of five percent (5%) retroactive to July 13, 2025, four percent (4%) in July 2026, and three percent (3%) in July 2027; winter holiday closure language; increasing City medical contributions by fifty dollars ($50) for employee only coverage and one hundred fifty dollars ($150) per month for multi-person coverage in January 2026, January 2027, and January 2028; and increasing management vacation hours from eighty (80) hours per year to one hundred (100) hours per year.

City Council
17 –
1 10/7/2025

Memorandum of Understanding between the City of Santa Ana and the Santa Ana Management Association
October 7, 2025

5 3
6 4
Other key terms of the agreement include: updated discipline and grievance processes; providing contributions to vision coverage for employees; modifying the number of management vacation hours that can be cashed out from eighty (80) to one hundred (100) per year; modifying the number of unused sick leave hours that may be converted to CalPERS service credit to a maximum of three hundred fifty-two (352) hours; and increasing paid bereavement leave from three (3) days to five (5) days.

Lastly, pursuant to Resolution No. 2021-026, there are unrepresented classifications that mirror the salary increases and terms and conditions of employment of SAMA. The attached Resolution merely updates the respective salary schedule of the unrepresented classifications as a result of the salary increases provided to SAMA.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with these actions.

FISCAL IMPACT
The estimated annual cost of the agreement during the three (3) year period is $946,488 for FY 2025-26, $1,693,166 for FY 2026-27, and $2,298,478 for FY 2027-28, for a total estimated cost of $4,938,132. The estimated annual cost for the associated unrepresented classifications during the three (3) year period is $91,675 for FY 2025-26, $174,176 for FY 2026-27, and $240,804 for FY 2027-28 for a total estimated cost of $506,655. The FY25-26 budget is sufficient to pay for the first year of the MOU, and future proposed budgets will be based on the terms of the MOU.

EXHIBIT

1. Memorandum of Understanding between the City of Santa Ana and the Santa Ana Management Association

2. Resolution for associated unrepresented classifications Submitted By: Lori Schnaider, Executive Director of Human Resources Approved By: Alvaro Nuñez, City Manager

City Council
17 –
2 10/7/2025

MEMORANDUM
OF

UNDERSTANDING

BETWEEN

CITY OF SANTA ANA
AND

SANTA ANA MANAGEMENT ASSOCIATION

July 1, 2025 – June 30, 2028

City Council
17 –
3 10/7/2025

MEMORANDUM OF UNDERSTANDING

BETWEEN THE CITY OF SANTA ANA AND

THE SANTA ANA MANAGEMENT ASSOCIATION
FOR FISCAL YEARS 2025-2028

TABLE OF CONTENTS
ARTICLE I ..................................................................................................................................... 4

1.0 RECOGNITION ................................................................................................................... 4 ARTICLE II .................................................................................................................................... 5

2.0 PURPOSE AND INTENT .................................................................................................... 5 ARTICLE III ................................................................................................................................... 6

3.0 IMPLEMENTATION ........................................................................................................... 6 ARTICLE IV .................................................................................................................................. 7

4.0 ATTENDANCE, WORKDAY, WORKWEEK, & WORK SCHEDULE ........................... 7 ARTICLE V .................................................................................................................................... 9

5.0 SALARIES ........................................................................................................................... 9 ARTICLE VI ................................................................................................................................ 18

6.0 ADDITIONAL COMPENSATION ................................................................................... 18 ARTICLE VII ............................................................................................................................... 19

7.0 OVERTIME PAY ............................................................................................................... 19 ARTICLE VIII .............................................................................................................................. 20

8.0 HOLIDAYS ........................................................................................................................ 20 ARTICLE IX ................................................................................................................................ 23

9.0 VACATION ........................................................................................................................ 23 ARTICLE X .................................................................................................................................. 28

10.0 OTHER LEAVES OF ABSENCE.................................................................................... 28 ARTICLE XI ................................................................................................................................ 37

11.0 EMPLOYEE INSURANCE ............................................................................................. 37 ARTICLE XII ............................................................................................................................... 41

12.0 WELLNESS AND FITNESS REIMBURSEMENT PROGRAM ................................... 41 ARTICLE XIII .............................................................................................................................. 42

13.0 RETIREMENT ................................................................................................................. 42 ARTICLE XIV.............................................................................................................................. 44

14.0 TRAINING & EDUCATIONAL ASSISTANCE PROGRAM ....................................... 44

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17 –
4 10/7/2025

ARTICLE XV ............................................................................................................................... 47

15.0 ELECTRONIC DEVICE STIPEND................................................................................. 47 ARTICLE XVI.............................................................................................................................. 48

16.0 STRIKES AND WORK STOPPAGES ............................................................................ 48 ARTICLE XVII ............................................................................................................................ 49

17.0 SOLE & ENTIRE MOU ................................................................................................... 49 ARTICLE XVIII ........................................................................................................................... 50

18.0 SEPARABILITY PROVISION ........................................................................................ 50 ARTICLE XIX.............................................................................................................................. 51

19.0 DISCIPLINE ..................................................................................................................... 51 ARTICLE XX ............................................................................................................................... 54

20.0 GRIEVANCE REVIEW PROCEDURE .......................................................................... 54 ARTICLE XXI.............................................................................................................................. 58

21.0 WAIVER OF BARGAINING DURING THE TERM OF THIS MOU .......................... 58 ARTICLE XXII ............................................................................................................................ 59

22.0 EMERGENCY WAIVER PROVISION .......................................................................... 59 ARTICLE XXIII ........................................................................................................................... 60

23.0 TERM ............................................................................................................................... 60 ARTICLE XXIV ........................................................................................................................... 61

24.0 NON-DISCRIMINATION ............................................................................................... 61 ARTICLE XXV ............................................................................................................................ 62

25.0 RATIFICATION & EXECUTION................................................................................... 62 EXHIBIT A ................................................................................................................................... 64 EXHIBIT B ................................................................................................................................... 67

City Council
17 –
5 10/7/2025

ARTICLE I

1.0 RECOGNITION

1.1 Pursuant to the Employee Relations Resolution of the City of Santa Ana (Resolution Number 81-75) and applicable State law, the City of Santa Ana (hereinafter called “the City”) certified the Santa Ana Management Association (herein after called “SAMA” or the “Union” ) on September 25, 2002, as the majority of the Middle Management and Administrative Management Representation Unit (hereinafter called the "Unit") previously found appropriate by the Employee Relations Officer. The City hereby recognizes SAMA as the certified majority representative of the full -time employees in said Unit. The term "employee" or "employees" as used herein shall refer only to full -time employees employed by the City in said Unit in the employee classifications comprising said Unit as listed in the attachments shown as listed “Exhi bit A & B,” as well as such classifications as may be added hereafter by the employee designated as the employee relations officer pursuant to Resolution No. 81-75.

City Council
17 –
6 10/7/2025

ARTICLE II

2.0 PURPOSE AND INTENT

2.1 It is the purpose of this Memorandum of Understanding (hereinafter referred to as MOU) to promote and provide for harmonious relations, cooperation and understanding between the City and employees covered by this MOU. It sets forth the full and entire understanding reached in good faith negotiations regarding the wages, hours, terms and conditions of employment of employees covered by this MOU.

2.2 Notwithstanding the following provisions of this MOU, the parties agree that they have intended nothing herein to entitle, alter, or award Civil Service rights or privileges to a ny employee represented by SAMA who is in the Excepted Service of the City.

City Council
17 –
7 10/7/2025

ARTICLE III

3.0 IMPLEMENTATION

3.1 This MOU constitutes a recommendation jointly submitted to the City Council of the City of Santa Ana. The parties agree that this MOU shall not be binding upon the parties until said City Council:

A. Acts, by majority vote, formally to approve said MOU and,

B. Acts to appropriate the necessary funds required to implement the provisions of this MOU that require funding.

3.2 Implementation shall be effective as of the date the MOU is both approved by the City Council and the funding has been appropriated pursuant to Section 3.1. If the parties fail to agree to implement provisions of this M OU not requiring City Council approval, then negotiations shall resume upon the request of either party.

City Council
17 –
8 10/7/2025

ARTICLE IV

4.0 ATTENDANCE, WORKDAY, WORKWEEK, & WORK SCHEDULE

4.1 Attendance. All employees covered by this MOU shall be in attendance at their assigned worksite during hours prescribed by the City Manager or Executive Director they report to, or designee(s) and shall not absent themselves during prescribed hours without authorization. Employees shall not be required to submit Leave of Absence Requests for absences of two (2) hours or less provided that they have received prior authorization from their supervisor.

4.2 Hours of Work. Eight (8) hours of work shall constitute a normal day and forty (40) hours of work shall constitute a minimum workweek, except for employees for whom special regulations have been approved by the City Manager.

A. 4/10 Work Schedule. The Executive Director, with the approval of the City Manager, may assign employees to a workweek consisting of four (4) ten (10) hour days with an additional one-half (1/2) or one (1) hour for unpaid lunch periods. The regular workweek shall consist of forty (40) hours. A regular day off shall consist of ten (10) hours.

B. 9/80 Work Schedule. All employees shall be permitted to work a 9/80 work schedule when authorized by the Executive Director and approved by the City Manager. A n employee will not be permitted to work this schedule if in the discretion of the Executive Director and City Manager, the 9/80 work schedule may reduce service to the public.

1. 9/80 Work Schedule Defined. The 9/80 work schedule shall be defined as working eighty (80) hours over nine (9) days in a two (2) week period. An employee shall work eight (8) days for nine (9) hours per day and one (1) day for eight (8) hours, excluding a one (1) hour lunch break during each work shift, totaling forty (40) working hours in each work week.

a. The Work Week Period. The forty (40) hour work week period shall be defined as the work period starting from Friday at mid -shift to Friday at mid-shift. No employee working the 9/80 work schedule will be able to flex their Friday start time nor the time they take their lunch break, which will occur in the middle of the day on Fridays.

b. The 9/80 Work Period. The 9/80 two (2) week work period for employees starts Friday mid -shift and continues for fourteen (14)

City Council
17 –
9 10/7/2025

days until Friday mid-shift. During this period, each week is made up of four (4) nine-hour work days (thirty -six (36) hours) and one four (4) hour Friday and those hours equal forty (40) work hours in each work week (e.g., the Friday is split into four (4) hours for the first shift, which is charged to work week one and four (4) hours for the second shift, which is charged to work week two).

c. Employees cannot change schedules without prior approval of their Executive Director. The purpose of this authorization is to review the impact on supervision, staffing, and workload. Employees may change schedules at the beginning of any work period with approval of their Executive Director.

d. Modifications of the 9/80 work week period are not permitted unless authorized by the Executive Director of Human Resources and the City Manager.

e. Emergencies: All employees on the 9/80 work schedule are subject to be called to work any time to meet any and all emergencies or unusual conditions that, in the opinion of the City Manager, Executive Director or designee, may require such service from any of said employees.

2. Leave Benefits. When a n employee is off on a scheduled workday under the 9/80 work schedule, then nine (9) hours of eligible leave per workday shall be charged against the employee’s leave balance or eight (8) hours shall be charged if the day off is a Friday. All leaves shall continue under the current accrual, eligibility, request, and approval requirements.

4.3 It is intent of the parties that no additional paid time off shall be gained or lost as a result of implementing any alternate work schedules. The City and SAMA agree to meet and confer to discuss abandoning any work schedule and implementing an alternate work schedule if the current schedule has not achieved the desired results.

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ARTICLE V

5.0 SALARIES

5.1 Basic Compensation Plan. There is hereby established a basic compensation plan for all full-time personnel who are now employed or will in the future be employed in any of the designated classifications of employment represented by SAMA as listed in this MOU and its attachments.

5.2 Schedule of Salaries

A. There are two (2) separate salary schedules, one for classifications of employment designated as Middle Management (MM) assigned to a seventeen (17) step monthly salary range, and one for classifications of employment designated as Administrative Management (AM) assigned to a five (5) step monthly salary range.

The assignment of classifications to salary schedules for Middle Management (MM) and Administrative Management (AM) is listed in Exhibits A and B of this MOU.

B. The basic salary schedule for Middle Management classifications contains numerous salary rate ranges, each range comprised of seventeen (17) separate rates of pay shown in monthly amounts. The respective rate ranges are identified by a two (2) digit number preceded by the capital letters “MM.” The separate rates of pay or steps within each salary rate range are identified by the numbers “1” through “17” inclusive, with Step “1” being the lowest or minimum rate of the range, Step “9” the middle or midpoint rate of the range, and Step “17” being the highest or maximum rate. The purpose of each step and criteria for advancement are set forth in Section 5.8(A).

C. The basic salary schedule f or Administrative Management contains salary rate ranges comprised of five (5) steps or rates of pay shown in monthly amounts, identified by the letters “A” through “E” inclusive, with Step “A” being the lowest step in the range. The purpose of each step and criteria for advancement to the next higher step within a particular salary rate range are set forth in Section 5.8(B).

5.3 Salaries

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A. Effective the first full period following July 1, 2025, classifications represented by this MOU shall receive a base salary increase of five percent (5%).

B. Effective the first full pay period after July 1, 202 6, classifications represented by this MOU shall receive a base salary increase of four percent (4%).

C. Effective the first full pay period after July 1, 202 7, classifications represented by this MOU shall receive a base salary increase of three percent (3%).

D. Although there are some retroactive compensation adjustments included in this 2025 - 2028 MOU, all compensation adjustments provided for in this MOU shall apply only to those employees who are employed on the day in which the City Council approves this MOU. This applies to compensation adjustments in any Article of this MOU.

5.4 Application of Basic Compensation Plan. All employees working in classifications o f employment covered by this MOU shall be compensated at a monthly rate, as set forth in Exhibits A and B.

5.5 Probation. Except for employees in the Excepted Service as defined by the City Charter, the probationary period shall be one (1) year from the date of appointment from an open eligible list (new hire) , a reappointment eligible list (rehire) , or appointment from a promotional eligible list.

5.6 Beginning Rates

A. Middle Management Classifications . An employee appointed to a Middle Management classification shall be compensated at any rate within the lower third of the 17 step salary rate range (Steps “1” through “6”) for their job classification as authorized by the Appointing Authority. When economic conditions, unusual employment conditions , or exceptional qualifications of a candidate for employment indicate a higher rate would be in the City’s best interest, the City Manager may authorize hiring at a higher rate in the salary rate range but this higher rate generally shall not be above the midpoint (Step “9”).

B. Administrative Management Classifications . An employee appointed to an Administrative Management classification may be placed by the Appointing Authority at any step within the applicable five (5) step salary rate range (Steps “A” through “E”) in the schedule to which the classification has been assigned, provided that such employee shall be assigned such salary step upon the commencement of

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their service in said classification and such assignment having once been made shall remain in effect until the said employee shall be entitled to advance to the next salary step in accordance with the further provisions of this Article.

5.7 Service. The word “service” as used in this MOU shall be deemed to mean continuous, full-time service in the classification in which the employee is being considered for salary advancement, service in the higher classification or service in a classification allocated to the same salary rate range and having generally similar duties and requirements.

Notwithstanding the above, employees in classifications represented by SAMA who are hired after the first (1st) day of a pay period shall not be credited with time in service for that pay period when determining the length of service for salary advancement.

A lapse of service by an employee for a period of time longer than ten (10) calendar days, by reason of resignation, quit, or discharge, shall serve to eliminate the accumulated length of service time of such employee for the purpose of this MOU, and any such employee reentering the service of the City shall be considered as a new employee, except that they may be reappointed as provided in Santa Ana Municipal Code (SAMC) Section 9-114 and may be placed in the same salary step in the appropriate salary rate range as they were at the time of termination of employment.

5.8 Advancement Within Ranges

A. Middle Management Classes: The following provisions shall govern salary advancement within rate ranges for employees employed in SAMA Middle Management classes:

1. Effective July 13, 2025, f or any employee in a Middle Management classification covered by this MOU who has been initially appointed to a step lower than Step “17”, advancement in the Middle Management schedule of salary rate ranges may be granted only for continued meritorious and efficient service by said employee in the effective performance of the duties of their position. Such advancement shall be in two (2) step increments, each step being equivalent to two and one -half percent (2.5%), for a total increase of five percent (5%) per year, until Step “17” is achieved. For example, an employee shall advance from Step 1 to Step 3, Step 3 to Step 5, Step 5 to Step 7, Step 7 to Step 9, Step 9 to Step 11, Step 11 to Step 13, Step 13 to Step 15 and Step 15 to S tep 17. The effective date of such merit step increase, if granted, shall the first (1 st) day

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of the pay period following completion of twenty -six (26) full pay periods at the step from which said employee is being advanced.

2. A Middle Management employee who previously advanced through the steps of each salary rate range using their initial date of hire into a middle management class shall retain that date as the anniversary date for purposes of advancing through the steps of e ach salary rate range while in their current class and for any subsequent promotions to a Middle Management class. The effective date of such merit step increase, if granted, shall be the first (1
st) full pay period following the anniversary date.

Such merit advancement shall require the following:

a. There shall be on file in the office of the Executive Director of Human Resources a copy of each periodic performance appraisal required to be made on the employee by the Civil Service Rules and Regulations and/or the City Manager during the period of service time of such employee subsequent to their last salary advancement.

b. The Appointing Authority, at least twenty (20) calendar days prior to the anticipated completion of such employee’s required length of service, shall file with the City Manager or their designee a statement recommending the granting or denial of the merit increase and supporting such a recommendation with specific reasons therefore. The employee shall be notified by the Appointing Authority as to such recommendations and shall be informed of the reasons.

c. No advancement in salary shall become effective until approved by the City Manager or their designee, except when placement on a salary step above Step “1” results from promotion unde r the provisions of Section 5.9(A).

d. Notwithstanding the foregoing provisions of this subsection to the contrary, a merit step advance shall be automatically granted ninety (90) days after the due date if no performance appraisal is completed. The effective date of such merit step advancement shall be retroactive to the first (1
st) full pay period following the
completion of the required length of service.

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3. When an employee in a Middle Management classification has not been approved for advancement to the next higher salary step, they may be reconsidered for such advancement after the completion of three (3) months of additional continued service in the classification and shall be reconsidered for advancement to the next higher step above their then current step after the completion of six (6) months of additional continued service in the classification.

4. An employee in a Middle Management classification who is being paid at any salary step above Step “1” may be reduced to the next lower step in the appropriate salary rate range upon the recommendation of the Appointing Authority and the approval of the City Manager or their designee .

Procedure for such reduction shall follow the same procedure for merit advancement in Subsection 5.8(A)( 2), and such employee may be considered for readvancement under the same provisions as contained in Subsection 5.8 (A)(3).

B. Administrative Management Classifications: The following conditions shall govern salary advancement within five (5) step rate ranges for employees employed in Administrative Management classifications:

1. For an employee in an Administrative Management classification covered by this MOU who has been initially appointed to a step lower than Step “E,” advancement to the next higher step (Step “B” from Step “A” or Step “C” from Step “B,” etc.) may be granted only for continued meritorious and efficient service by said employee in the effective performance of the duties of their position. The effective date of such merit step increase, if granted, shall be the first (1
st) day of the pay period following completion of twenty- six (26) full pay periods the step from which said employee is being advanced.

Such merit advancement shall require the following:

a. There shall be on file in the Office of the Executive Director of Human Resources a copy of each periodic performance appraisal required to be made on the employee by the Civil Service Rules and Regulations and/or the City Manager during the period of service time of such employee subsequent to their last salary advancement.

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b. The Appointing Authority, at least twenty (20) calendar days prior to the anticipated completion of such employee’s required length of service, shall file with the City Manager a statement recommending the granting or denial of the merit increase and supporting such a recommendation with specific reasons therefore. The employee shall be notified by the Appointing Authority as to such recommendations and shall be informed of the reasons.

c. No advancement in salary shall become effective until approved by the City Manager, except when placement on a salary step above Step “A” results from promotion under the provisions of Section

5.9(B).

d. Notwithstanding the foregoing provisions of this subsection to the contrary, a merit step increase shall be automatically granted ninety (90) days after the due date if no performance appraisal is completed. The effective date of such merit step increase shall be retroactive to the first (1
st) full pay period following the completion
of the required length of service.

2. When any such employee in a classification designated as Administrative Management (AM) has not been approved for advancement to the next higher salary step, they may be reconsidered for such advancement after the completion of three (3) months of additional service and shall be reconsidered for advancement to the next higher step above their then current step after the completion of six (6) months of additional service.

This reconsideration shall follow the same steps and shall be subject to the same actions as provided in Subsection 5.8(B)(1).

3. Any employee in an Administrative Management classification who is being paid at any salary step above “A” may be reduced to the next lower step in the appropriate salary rate range upon the recommendation of the Executive Director and the approval of the City Manager. Procedure for such reduction shall follow the same procedure for merit advancement provided in Subsection 5.8(B)(1), and such employee may be considered for re-advancement under the same provisions as contained in Subsection

5.8(B)(2).

5.9 Promotional Salary Advancement.

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A. Middle Management Classifications : When an employee in a non -management classification of the City service is promoted to a Middle Management classification, they shall be placed at a salary rate in the appropriate salary rate range that will provide at least a five percent (5%) pay increase.

B. Administrative Management Classifications:

1. Promotion from a Non- Management Classification. An employee who is promoted to a n Administrative Management classification from a non - management classification of the City service shall be placed at a salary rate in the appropriate Administrative Management monthly salary rate range that provides a pay increase of at least five percent (5%).

2. Promotional Salary Advancement. When an employee in a classification designated as Administrative Management (AM) is promoted to a higher classification from a position in a lower classification in the same occupational career ladder, they shall be reassigned to the beginning step in the appropriate monthly salary range for the higher classification; provided, however, that if the base salary currently being paid such employee is already equal to or higher than such beginning step, they shall be placed in the lowest step in the appropriate monthly salary rate range as will grant the employee a pay increase of at least five percent (5%) over their current base salary step exclusive of pay premiums such as bilingual pay, special skills , or the like.

5.10 Demotion.

A. Middle Management Classifications: When an employee in a Middle Management classification is demoted to a position in a lower classification, they shall be placed at a rate in the lower salary rate range which provides at least a five p ercent (5%) reduction in pay.

B. Administrative Management Classifications: When an employee in a Administrative Management Classification is demoted to a position in a lower classification, their salary rate shall be fixed in the appropriate salary rate range for the lower classification accordance with the following provisions:

1. The salary rate shall be reduced by five percent (5%).

2. The new salary rate must be within the appropriate salary rate range.

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3. The new salary rate shall not be higher than the salary step to which the employee would have been entitled had their service time in the higher classification been spent in the lower classification.

5.11 Probationary Rejection. A promotional employee who is rejected during the probationary period from a SAMA classification shall be returned to the classification in which they held regular status and at their former salary step, unless the reasons for failure to complete probation would also be cause for dismissal from City service.

5.12 Reallocation of Salary Rate Ranges. An employee who is employed in a classification covered by this MOU which is reallocated to a different salary rate range from that previously assigned shall be retained in the same salary step in the new salary rate range as they had previously held in the prior rate range and shall retain credit for length of service in such step towards advancement to the next higher step.

5.13 Acting Pay. Acting pay shall be defined as the temporary assignment of an employee to perform work of a job class (represented by SAMA) which is assigned to a higher salary schedule than their regular job class. An employee who is temporarily appointed by the Executive Director to serve in an acting capacity for two (2) we eks or more and who is responsible for the full range duties and responsibilities assigned to the higher level classification, shall receive a five percent (5%) increase or the minimum salary of the higher level classification (whichever is higher) for all time worked in the higher job classification.

A. Employees temporarily assigned to serve in an acting capacity of an Executive Management (Executive Director) classification for thirty (30) calendar days or more and who is responsible for the full range of duties and responsibilities assigned to the Executive Management position shall receive a ten percent (10%) increase or the minimum salary of the Executive Management classification (whichever is higher) for all time worked in the higher job classification.

B. An employee must be qualified (i.e. meet the minimum qualifications) for the higher position in order to be paid for acting pay.

C. Non-permanent employees (probationary, seasonal, temporary, limited- term, etc.) shall not be eligible for acting pay.

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D. Each assignment may be terminated at any time, but in no event shall such assignment continue beyond one hundred and eighty (180) calendar days or nine hundred and sixty (960) hours each fiscal year, whichever comes first.

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ARTICLE VI

6.0 ADDITIONAL COMPENSATION

6.1 Bilingual Pay. An employee assigned to a position requiring bilingual capability in both English and either Samoan, Spanish, Vietnamese , or other languages designated by the City Manager, will be paid a monthly premium in accordance with the criteria and amounts set forth below:

A. Certification by the Executive Director of Human Resources as having satisfactorily demonstrated conversational fluency in both languages for any position requiring bilingual capability.

B. Employees assigned to p ositions where bilingual proficiency is essential to carry out duties and responsibilities of a critical and/or emergency nature without ready access to backup assistance, or positions where bilingual public contact is a major and essential element of the work being perform ed, will be designated as Primary Bilingual Assignments. A qualified incumbent of such position will be paid a monthly premium of one hundred seventy -five dollars ($175) above their then current base monthly salary step.

C. Positions where it has been determined by the Executive Director that regular and frequent bilingual usage is necessary to the performance of duties, but not a major, essential or integral element of the work, will be designated as Secondary Bilingual Assignments. A qualified incumbent of such position will be paid a monthly premium of forty dollars ($40) above their then current base monthly salary step.

D. The number of such Primary and/or Secondary Bilingual Assignment shall be no larger than the requirements of the department as determined by the Executive Director and the City Manager.

E. Employees who receive bilingual assignment pay shall recertify their bilingual capability every three (3) years after the date of initial certification. Employees who do not successfully pass required re certification examinations shall have their bilingual assignment pay removed. Unsuccessful employees may ret ake the required certification exam every three (3) months.

6.2 All assignments to positions providing for bilingual pay as set forth in this Article shall be made or revoked at the sole discretion of the Executive Director.

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ARTICLE VII

7.0 OVERTIME PAY

7.1 Compensation for Overtime . Employees in any of the designated classifications of employment listed in this MOU are designated as exempt from the provisions of the Fair Labor Standards Act ( “FLSA”) provided by Section 13(a)(1) of the FLSA as defined by Regulations, 29 CFR Part 541, are not eligible for monetary compensation for overtime work or for compensatory time off with pay for overtime work, unless so required by the FLSA, or any other State or Federal laws.

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ARTICLE VIII

8.0 HOLIDAYS

8.1 Employees shall receive the following days off during the calendar year as paid holidays:

• January 1 - New Year's Day
• Third (3rd) Monday in January - Martin Luther King's Birthday • Third (3rd) Monday in February - Presidents’ Day
• March 31 – Cesar Chavez Day
• Last Monday in May - Memorial Day
• July 4 - Independence Day
• First (1st) Monday in September - Labor Day
• November 11 - Veteran's Day
• Fourth (4th) Thursday in November - Thanksgiving Day
• The Friday immediately following Thanksgiving Day
• Last working day before Christmas Day, unless Christmas Day falls on a Thursday, in which instance, the day following Christmas Day shall be observed in lieu thereof
• December 25 - Christmas Day
• One (1) nine ( 9) hour Floating Holiday. Any workday selected by the employee with prior permission of the employee's supervisor
• Every day proclaimed by the Mayor of the City as a holiday for City employees • Any holiday which falls on a Sunday will be observed on the following Monday.

Any holiday which falls on a Saturday will be observed on the Friday preceding the holiday.

8.2 Holidays – Employees on Alternate Work Schedules.

A. Full-time employees whose regular scheduled days off are other than Saturday and Sunday shall be entitled to receive twelve (12) working days off during the year in lieu of the holiday benefits specified in Section 8.1. Holidays will be credited based on the employee’s working schedule. If the holiday falls on a regular nine (9) hour day, then nine (9) holiday hours will be credited. If the holiday falls on the eight (8) hour working Friday then eight ( 8) hours of holiday pay will be credited, with the exception of floating holidays that will be granted at nine (9) hours regardless of work schedule.

B. Said substitute holidays may be scheduled by the Executive Director or their designee, normally during the same month that the holiday is observed by other City employees. An employee entitled to time off in lieu of holidays shall receive

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that time off in proportions to their service at full pay in such capacity during the year.

8.3 Employees must actually work at least one (1) day preceding the day a holiday listed in Section 8.1, supra, actually occurs in order to receive credit for such holidays durin g the month in which it occurs.

An employee separating from the service of the City must actually work at least one (1) day following the day a holiday listed in Section 8.1, supra, actually occurs in order to receive compensation for the holiday.

A newly appointed employee must complete six (6) months of continuous full-time service in order to receive credit for the one (1) Floating Holiday listed in Section 8.1.

8.4 Holiday time off may be taken in increments of eight (8) hours by employees who work eight (8) hour days. Employees assigned to the 4/10 work schedule must use their holiday in ten (10) hour increments. E mployees assigned to a 9/80 work schedule must use their holidays in nine (9) hour increments. Floating holiday time may be taken in half (1/2) hour increments.

If a holiday falls on an employee’s alternating regularly scheduled day off, the employee must then take their holiday off before or after the regular holiday as their holiday off with supervisor and/or Executive Director approval. Such holiday time is referred to as an “impact holiday.” If the employee cannot take their holiday off before or after the regular scheduled holiday off , the employee will bank eight (8), nine (9), or ten (10) hours of holiday leave to be used at a later date with the supervisor’s approval.

8.5 Holiday benefits may not be carried over from one (1) calendar year to the next.

8.6 Mandatory Holiday Closure.

A. Effective upon adoption of this MOU, City Hall and all other City departments (with the exception of the Police Department, Santa Ana Zoo, and select employees in Fleet Services Division) shall be closed for a mandatory winter holiday closure each year during the term of this MOU.

B. Dates of Closure

City Hall will be closed on the days between December 24 (except for years when December 24 falls on a Wednesday in which case City Hall will be closed starting on December 25) and January 1 each year. An employee regularly assigned to work on one or more days during this time period shall use accrued paid leave (a s set

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forth in Section 8.6(C)) for their regularly scheduled hours for each day they would otherwise have been scheduled to work.

During this time period, per Section 8.1 December 24 (except if it falls on a Wednesday in which case December 26 is the holiday), December 25, and January 1 (or the days these holidays are observed) are City holidays.

C. Additional Days Off During a Closure

1. Employees will need to choose from the options in this subsection to cover any additional regularly scheduled work days which are not City observed holidays.

2. Employees may use any of the following accrued leaves they have available to cover any additional day(s) off which may be required by the closure:

• Vacation
• Management Vacation
• Compensatory Time Off
• Impact Holiday Leave
• Floating Holiday

3. Employees are not permitted to use sick leave for a holiday closure day unless they produce a physician’s certification for each day reported as sick leave. This additional certification is not required for employees with approved advance sick leave usage due to FMLA/CFRA/PDL (or any other protected leave).

4. Employees shall have the option of not using paid leave for any, or all, holiday closure day(s) and taking the day(s) off as an absence without pay.

5. Employees hired less than six (6) months prior to the Mandatory Holiday Closure shall have the option of using Management Vacation hours that will accrue in January of the following year as outlined in Article 9.5. Any hours used in advance of the January accrual will be deducted from the hours to be received in January. If an employee uses any Management Vacation hours during the Mandatory Holiday closure and separates from City service prior to accruing the annual management vacation, they will have the hours and pay deducted from their final paycheck.

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ARTICLE IX

9.0 VACATION

9.1 Purpose. It is the policy of the City to grant employees vacation leave in order to provide them with a break in their regular work schedule and this purpose will be used as a guide in the administration of the provisions of this Article.

9.2 Vacation.

A. Employees shall accrue vacation with pay on a monthly basis as set forth in the following table.

Beginning
Years
Annual
Vacation
Hours
Accrued
Monthly
Accrual
Rate
1 120 10.00
2 120 10.00
3 120 10.00
4 120 10.00
5 120 10.00
6 124 10.33
7 128 10.67
8 132 11.00
9 136 11.33
10 140 11.67
11 144 12.00
12 148 12.33
13 152 12.67
14 156 13.00
15 160 13.33
16 168 14.00
17 176 14.67
18 184 15.33
19 192 16.00
20 or
more 200 16.67

B. No employee shall be entitled to, or receive payment for, any vacation until they have completed six (6) months of continuous service.

C. On or after the first (1st) day of the month following completion of six (6) months of continuous full -time service, an employee may be allowed to take all or a

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proportionate fraction of their earned vacation, subject to scheduling approval of the employee’s supervisor.

D. Vacation time off may be taken in increments as small as one-half (1/2) hour, with fractional usage rounded upward to the next higher multiple of one-half (1/2).

E. The time at which an employee shall take their vacation shall be determined by the Department Head, with due regard for the wishes of the employee and particular regard for the needs of the City to provide basic services.

F. Computation of Vacation.

1. In computing vacation, each municipal holiday that occurs during the vacation, and that falls on a day which the employee would have worked had they not been on vacation, shall be deducted from the computation so that one (1) additional day of vacation shall be allowed to the employee unless departmental practice provides some other manner of compensating for municipal holidays. Should an employee suffer a sickness or injury while on authorized vacation, each full day of such sick leave, when confirmed by a physician’s statement and approved by the Executive Director, may be deducted from the computation of vacation expended and charged against the employee’s accumulated sick leave.

2. A period of earlier service does not apply toward the calculation of the completed years of service factor for vacation accrual when an employee has had a break in continuous service, unless the break in service is concluded by reappointment, as provided in Section 9- 114 of the Civil Service Rules and Regulations, or by reemployment from layoff within one (1) year. Leave of absence without pay, as provided in Section 10.1(E) (Sick Leave - Extended), Section 10.7 (Authorized Absence Without Pay - Long Term) and Section 10.11 (Catastrophic Leave) herein, does not constitute a break in continuous service as used in this section; however, the leave of absence period shall not be applied toward the accumulation of vacation. Absence on military leave followed by reinstatement, as provided in Section 9-143 of the Civil Service Rules and Regulations, does not constitute a break in service, and the period of absence on such military leave shall be applied toward the accumulation of vacation.

3. Vacation Buy-Back.

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a. If an employee wants to cash -out unused vacation leave they accrued during the calendar year, they must make an irrevocable election by December 15 th of the prior calendar year (i.e. , by December 15, 2023 for a cash -out in calendar year 2024). The provisions of Section 9.2(F)(3)( a) shall also apply to management vacation leave.

b. The irrevocable election must indicate the amount of vacation hours the employee intends to cash-out during the next calendar year.

The number of hours to be cashed -out cannot exceed the total number of hours the employee will accrue during that same calendar year, or a maximum of eighty (80) hours, whichever is the lesser amount.

c. Once the election form is submitted to Payroll, the amount of hours to be cashed-out cannot be changed for that calendar year.

d. Employees may submit a request for cash-out up to two (2) times per year for payment.

e. In the event an employee’s vacation leave balance ( in the up to two) pay periods when they elect to cash -out) is less than the amount of hours the employee had previously elected to cash- out (in the prior calendar year), the employee will only receive payment for the amount of accumulated vacation leave
remaining at the time of the cash-out. All cash-out elections not processed by the last pay check in November will be processed in the first pay check in December.

f. If an employee makes an irrevocable election to cash -out vacation in the following calendar year and uses vacation leave during that subsequent calendar year, the vacation leave used will first come from vacation leave the employee had earned (if any) prior to January 1
st of the calendar year the employee had
elected to cash-out. The use of such earned, but unused, vacation leave accumulated from previous calendar years shall not result in a reduction in the amount of vacation hours the employee is eligible to cash-out.

9.3 Vacation Carry Over

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A. No employee may carry over from one (1) calendar year to the next, more than the maximum vacation carryover as set forth in the following table . Any vacation not used beyond the maximum carryover amount from year to year is forfeited, meaning that no pay shall be received for such unused vacation at any time. With respect to any vacation forfeited in this manner, this provision constitutes a waiver of any rights to vested vacation benefits under California Labor Code section 227.3.

Completed
Years
Maximum Hours
of Vacation Carry
Over
1 120
2 240
3 360
4 360
5 360
6 364
7 372
8 384
9 396
10 408
11 420
12 432
13 444
14 456
15 468
16 484
17 504
18 528
19 552
20 576
21 592
22 600
23 600
24 600
25 or more 600

9.4 Effect of Extended Sick Leave on Vacation Accrual. Absence on sick leave for a period in excess of fifteen (15) consecutive calendar days, in any one (1) calendar month, shall not be considered as service time for vacation accrual purposes.

9.5 Management Vacation Benefit.

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A. Employees covered by this MOU will be granted eighty (80) hours of Management Vacation per calendar year.

B. Effective January 1, 202 6, employees will be granted one hundred (100 ) hours of Management Vacation per calendar year.

C. Such management vacation is i n addition to the vacation accrual table in Section

9.2(A), subject to a maximum accrual of thirty (30) days (two hundred forty (240) hours).

9.6 Management Vacation Pay Option.

A. Employees shall be given the option to receive cash compensation, computed on a straight time basis, in lieu of up to a total of eighty (80) hours of earned, unused Management Vacation benefits. Effective January 1, 2026 employees may cash out Management Vacation leave up to a total of one hundred (100) hours in accordance with the provisions in Section 9.2(F)(3).

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ARTICLE X

10.0 OTHER LEAVES OF ABSENCE

10.1 Sick Leave.

A. Definition. Except as otherwise provided below, sick leave shall be deemed to mean absence from duty of an employee because of illness, injury, medical, or dental appointment that prevents the employee from performing the duties of their position, and shall be deemed to include time in quarantine resulting from exposure to a contagious disease.

B. Accrual. Each employee shall be entitled to, and shall earn, one (1), eight (8) hour working day of sick leave for each full calendar month of service in which they are employed by the City with full pay; provided, however, any absence on sick leave for a period of time greater than fifteen (15) consecutive calendar days in any one (1) calendar month shall not be considered to be service entitling an employee to earn sick leave as aforesaid. Subject to the other provisions in this Article, sick leave shall accrue to the credit of each employee to the extent that it is not used.

C. Authorized Only When Necessary. Use of sick leave by City employees shall be authorized as follows:

1. Sick leave is not a right which an employee may use at their discretion, but shall be allowed only in cases of necessity and actual sickness or disability, or as authorized in Section 10.1(J).

2. When an accepted industrial illness or injury has caused an employee’s absence, for which benefits are required under the State Workers’ Compensation Insurance and Safety Act, paid sick leave will be allowed such employee during the first three (3) days of the statutory waiting period.

If the workers’ compensation related illness or injury continues past the initial three (3) consecutive days, the employee will have the three (3) used sick days recredited to their account, if the employee remains off work longer than fourteen (14) days. Paid sick leave will continue until the fourth (4th) day when the City pays the employee workers’ compensation benefits for such illness or injury. If the employee does not have sufficient accumulated sick leave at the commencement of such industrial illness or injury, they will be advanced sick leave for this purpose. Subsequently, the City will deduct an equal amount previously advanced from any sick leave accrued by the employee until the total amount is recovered. If the employee terminates before recovery of all advanced sick leave, the City

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will deduct the unrecovered cost of sick leav e from such terminated employee’s final paycheck, to the extent possible.

The City may authorize employees to use sick leave or vacation time for approved workers’ compensation medical appointments as specified herein.

The City may authorize use of such leave for City approved medical appointments whenever such appointments cannot be secured outside the employee’s regular workday, and salary continuation or workers’ compensation benefits are not available.

D. Limit.

For all employees in the unit employed by the City in a full-time position as of June 7, 2023, the maximum total accumulation of sick leave with pay shall be two hundred fifty (250) eight (8) hour working days equal to two thousand (2,000) hours.

For employees hired as new employees from ou tside the City into this unit on or after June 7, 2023 the maximum amount of sick leave they may carry over into a calendar year is three hundred and fifty-two (352) hours.

Any sick leave accrual above three hundred and fifty-two (352) hours (up to ninety- six (96) hours) will be converted into an employee’s Retirement Health Savings (“RHS”) Plan account during the first full pay period in January of each year.

Sick leave usage of less than a full day shall be charged in minimum increments of one-half (1/2) hour, with fractional usage rounded upward to the next higher multiple of one-half (1/2) hour.

E. Extended. The City Manager may grant leave up to six (6) months without pay to an employee who has exhausted all of their accrued sick leave if a licensed physician designated by the City Manager indicates that the employee will be sufficiently recovered to return to their employment within a six (6) month period.

Prior to the expiration of the additional time, the employee may return to their position provided that the employee has a certificate from the designated physician stating that the employee is able to perform all the duties of their position without qualification. In addition to the above, the City Manager may grant a further extension not to exceed a total of one (1) year without pay.

F. Extension by Use of Vacation. After an employee’s sick leave has been exhausted, they may be granted permission to take any unused vacation leave benefits they may have accrued.

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G. Notice. The employee taking sick leave shall notify their immediate supervisor either prior to or within four (4) hours after the time they are scheduled to report for duty, or as otherwise established by departmental regulations. Sick leave shall only be used for the purposes outlined under California Labor Code § 246.5, Article 10.1 (J), or as otherwise permitted by law . If an employee uses sick leave for a purpose not permitted by this MOU or the law, it will be considered abuse of sick leave. If abuse of sick leave is suspected, a physician’s certificate or other satisfactory written evidence may be requested.

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H. Denial. No employee shall be entitled to sick leave with pay while absent from duty because of sickness or injury purposely self -inflicted or ca used by willful misconduct, or sickness or disability sustained while engaged in employment other than employment by the City, for monetary gain or other compensation, or by reason of engaging in business or activity for monetary gain or other compensation.

I. Excess Usage. If sick leave is used in excess of that due and available an employee, such excess sick leave will, first, be deducted from any available vacation leave benefit; second, from the next scheduled salary payment.

J. Necessity Leave. Each empl oyee shall be afforded the opportunity to use up to forty-eight (48) hours of sick leave per calendar year, on a non- cumulative basis, as personal necessity leave. All of this personal necessity leave may be used to attend to an illness of a child, parent, or spouse of the employee or as further specified below. As used in this section, “child” means a biological, foster, or adopted child, a stepchild, a legal ward, or a child of a person standing in loco parentis; “parent” means a biological, foster, ado ptive parent, a stepparent, or a legal guardian; and “immediate family” means any member of the employee’s household related by blood or marriage; a parent, parent -in-law, spouse, child, brother, sister, grandparent, or grandchild of the employee, regardless of residence; any other relative of the employee by blood or marriage, where it can be established by the employee that the employee’s presence is required to handle emergency arrangements and/or other matters.

Up to forty -eight (48) hours of this pers onal necessity leave may be used: a) to attend to a serious accident to members of the employee’s immediate family; b) childbirth; c) to cope with imminent danger to the employee’s family, home, or other valuable property; d) when the existence of external circumstances beyond the employee’s control make it impossible for them to report for duty; or e) attend to medical or dental appointments for members of the employee’s household. For the purposes of this section only, a “day” shall be defined as the number of hours

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of work that an employee is required to work according to their specific workday schedule.

K. Payment for Unused Sick Leave . For all employees in the unit employed by the City in a full-time position before June 7, 2023:

1. Except in cases of disability retirement, upon non -disciplinary termination of employment:

2. Payment After Ten (10) Years. After ten (10) years but less than fifteen (15) years of cumulative full-time service with the City, each qualified employee shall be entitled to payment for fifty percent (50%) of the total accrued sick leave benefit credited into either, 1) their individual Retirement Health Savings (RHS) account or, 2) their individual 457 deferred compensation account, or 3) cash upon the effective date of such termination, not to exceed a maximum limit of six hundred forty (640) hours, at the base rate of pay effective on the date of such termination.

3. Payment After Fifteen (15) Years. After fifteen (15) years of cumulative full-time service with the City, each qualified employee shall be entitled to payment for one hundred percent ( 100%) of the total accrued sick leave benefit credited into either, 1) their individual RHS account or, 2) their individual 457 deferred compensation account, or 3) cash, not to exceed a maximum limit of one thousand six hundred hours (1,600) hours, at the base rate of pay effective on the date of such termination.

4. Employees covered by this MOU who wish to convert sick leave hours to service credit at the time of retirement shall follow the provisions outlined in Article 13.3.

5. The City Manager is authorized to grant a newly appointed incumbent of a SAMA classification sick leave credit up to an amount equal to any earned but unused sick leave credit available to such appointee at the time of their separation from their most recent previous employer.

6. A lump sum payment shall be made to the beneficiaries of any eligible employee whose death occurs while such employee is an active employee of the City, such payment to be in the amount of one-third (1/3) of the total sick leave benefit credited to the employee’s account at the time of their death, and at the rate of pay effective on the date of death.

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10.2 Bereavement Leave.

A. An employee shall be granted up to five (5) days leave without loss of pay in case of death of a member of the employee’s immediate family. Such leave is designated as bereavement leave. “Immediate family” as used in this section is limited to:

1. Any member of the employee’s household related by blood or marriage;

2. A parent, parent -in-law, spouse, child, sibling, domestic partner, grandparent, or grandchild of the employee, regardless of residence;

3. Any other relative of the employee by blood or by marriage where it can be established by the employee that as a result of such relative’s death, the employee’s presence is required to handle funeral arrangements and/or matters of estate.

B. Whenever an employee is required to travel one way more than five hundred (500) miles to attend to the death of a member of the employee’s immediate family, an employee may use up to eighteen (18) hours of additional leave charged to their Personal Necessity Leave balance when authorized by the Executive Director.

10.3 Military Leave.

A. Proof of Orders and Reinstatements. An employee shall be granted military leave if they furnish the Executive Director of Human Resources satisfactory proof of their order to report for duty. Upon return and upon showing of proof of actual service pursuant to such orders, they will be reinstated as provided in Section 9-143 of the Civil Service Rules and Regulations of the City of Santa Ana.

B. Temporary. Members of the reserve forces of the United States, or the National Guard, granted temporary leave when ordered to duty, in accordance with the Military and Veterans Code, will be granted leave with pay not to exceed thirty (30) calendar days in each calendar year after one (1) year of service with the City upon presenting satisfactory proof of orders to and from such temporary active duties.

10.4 Jury Duty and Witness Leave. When an on-duty employee is called to serve as a juror or non-party witness in any court action, they shall be allowed to leave for the time actually required for such service without loss of pay. Each on- duty employee called for such service shall present to their Executive Director for examination the subpoena calling them to such service and shall pay into the City Treasury the fees collected for such service, with the exception of reimbursement for transportation expenses, if any.

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If an employee is called to serve on jury duty during a normal Friday off, Saturday, or Sunday, or on a City holiday, then the jury duty shall be considered the same as having occurred during employee’s day off work.

10.5 Unauthorized Absence. Unauthorized absence from duty for any duration of time may be considered cause for dismissal. Absence from duty without leave for five (5) consecutive working days shall be deemed a resignation from service; provided, however, if upon return to duty the person so absenting themselves makes an explanation satisfactory to the Executive Director regarding the cause of their absence, the Executive Director may restore them to their position, with the City Manager’s approval.

10.6 Authorized Absence Without Pay - Short Term. Absence without pay not to exceed five (5) consecutive working days, may be authorized by the Executive Director. Absence without pay not to exceed fifteen (15) calendar days may be authorized by the Executive Director with the approval of the City Manager. Such an absence may be authorized only if in the judgment of the Executive Director it serves the best interest of the City.

10.7 Authorized Absence Without Pay - Long Term. Upon receipt of a written request from an employee having permanent status, plus action by the Executive Director recommending approval of the request, the City Manager may grant a leave of absence without pay for up to six (6) months.

An employee returning to duty with the City shall inform the Executive Director and the Executive Director of Human Resources of their intention at least thirty (30) calendar days prior to the expiration of the six (6) month period, or shorter period if the full six (6) months is not taken. Upon receipt of such notice, the Executive Director will take steps necessary to restore the employee to their former position.

In addition to the above, the City Manager may grant a further extension not to exceed a total of one (1) year leave of absence without pay.

10.8 Industrial Leave. Any period of time during which an employee is required to be absent from their position by reason of an industrial injury or industrial illness for which they are entitled to receive compensation shall not be considered a break in continuous service for the purpose of their right to salary adjustments or to the accrual of vacation and seniority.

10.9 Pregnancy Disability Leave. A pregnant employee is entitled to a reasonable leave of absence without pay for any temporary disability resulting from pregnancy, miscarriage, childbirth or recovery therefrom. Such reasonable leave of absence shall not exceed four (4) months. However, an employee may be granted up to an additional two (2) months of leave, at the discretion of the City Manager, for a total of up to six (6) months in which to recover from the disability if substantiated by a physician’s certificate.

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Employees may take an unpaid leave of absence during pregnancy disability consistent with the law.

As with all other temporary disabilities, a physician’s certificate is required to verify the extent and duration of the temporary disability.

An employee who plans to take a pregnancy leave must give a reasonable notice (not less than four (4) weeks before the date they will take the leave and the estimated duration of the leave. Health and welfare insurance coverage will be continued only if the employee pays a cash premium to continue coverage while on a leave of absence without pay or is covered under the Family Medical Leave Act ( “FMLA”) or California Family Rights Act (“CFRA”) provisions.

10.10 Administrative Leave. The City Manager is authorized to grant, at their discretion, paid or unpaid leave for full time employees.

10.11 Catastrophic Leave. In order to assist employees otherwise granted leave of absence without pay by the City Manager because of a catastrophic, non -industrial medical condition or injury, the City and SAMA agree to implement a Catastrophic Leave Donation Program.

Nothing herein shall be construed to alter City policies and procedures as provided in the Charter or ordinance of the City of Santa Ana or other provisions of this MOU with regard to granting unpaid leaves of absence.

The Catastrophic Leave benefit will be provided for non-industrial injury or sickness only.

The leave shall cover the uncompensated time prior to the employee’s becoming eligible for the Long-Term Disability benefits.

A. Guidelines. It shall be understood that all donations under this procedure are voluntary and subject to taxation for the recipient.

1. Employees may donate vacation time or one in lieu holiday to the eligible employee. In no event shall sick leave be donated.

2. Employees shall be provided a two (2) week period to submit donations.

Donations received after this two (2) week period shall not be processed.

The two (2) week period for each case shall be designed by the Executive Director or their designee as provided herein below.

3. All donations must be made in two (2) hour increments and a maximum of eight (8) hours per donor, except in lieu holidays must be for eight (8) hours.

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4. Any authorization of donations not made in accordance with the procedures outlined in Section 10.11(C)(2), will not be processed.

5. All donations shall be irrevocable.

6. In event the recipient returns to work before leave donations have been exhausted, any balance on the books shall be accrued by the recipient and designated as sick leave and may be used pursuant to Sections 10.1(A) through 10.1(K).

7. Donations shall be limited to employees of this unit or any o ther unrepresented unit.

B. Eligibility. E mployees shall be eligible for Catastrophic Leave Donations if the following criteria are met:

1. When it is reasonably foreseeable that all accrued time on the books, such as sick leave and vacation, will be exhausted and the employee’s illness will continue past the time when the employee will be on paid status.

2. The employee’s Executive Director, or their designee, has approved a written request for donation accompanied by a medical statement from the employee’s attending physician. The attending physician’s statement must verify the employee’s need for an extended medical leave and an estimate of the time the employee will be unable to work.

C. Procedure.

1. Upon receipt of a valid request for donations from an eligible employee, the Executive Director or their designee shall post a notice of the eligible employee’s need for donation on bulletin boards accessible to employees.

No confidential medical information shall be included in the posted notice.

2. Employee wishing to donate time to an eligible employee must sign their authorization of the transfer of such donated time and provide:

a. Their name, department name, and employee number.

b. The number of hours of vacation time of the donation within the limitation of Section 10.11(A)(3);

c. The name, department and employee number of the recipient;

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d. A statement indicating that the donor understands such donation of time is irrevocable.

3. At the close of the donation period, the department shall verify that each donating employee has accrued vacation time balances sufficient to cover the designated donation.

4. The department shall submit all approved donation authorizations for an eligible employee at one time for processing. No donation authorizations for the eligible emp loyee will be processed after this period. However, employees who receive donations under this procedure and who exhaust all donated hours may request an additional donation period subject to the provisions of Section 10.11(A) herein.

5. The City shall add the donated time to the recipient’s sick leave account.

10.12 Paid Parental Leave. E mployees who have completed twelve (12) months of full -time employment with the City shall be eligible for paid parental leave with pay of up to eight (8) weeks for the birth, adoption, or foster of a child. Such leave shall run concurrently with FMLA/CFRA. An employee who plans to take paid parental leave must give a reasonable notice (not less than four (4) weeks or as soon as practicable when a four (4) week notice is not possible due to the unexpected nature of the qualifying event) before the date they intend to take the leave and the estimated duration of the leave.

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ARTICLE XI

11.0 EMPLOYEE INSURANCE

11.1 Health Insurance. The City shall contribute an allowance towards the employee’s Cafeteria Benefit plan for health insurance premiums for eligible employees and their qualified dependents under The Public Employees’ Medical & Hospital Care Act (PEMHCA) which governs the California Public Employees’ Retirement System (CalPERS) Health Insurance Programs pursuant to the provisions below.

A. Effective January 1, 2025, the City will provide a monthly contribution to health insurance premiums at the following rates:

• Employee Only $1,004.00
• Employee +1 $1,657.00
• Employee + Family $2,050.00

B. Effective January 1, 2026, the City will provide a monthly contribution to health insurance premiums at the following rates:

• Employee Only $1,054.00
• Employee +1 $1,807.00
• Employee + Family $2,200.00

C. Effective January 1, 2027, the City will provide a monthly contribution to health insurance premiums at the following rates:

• Employee Only $1,104.00
• Employee +1 $1,957.00
• Employee + Family $2,350.00

D. Effective January 1, 2028, the City will provide a monthly contribution to health insurance premiums at the following rates:

• Employee Only $1,154.00
• Employee +1 $2,107.00
• Employee + Family $2,500.00

The above amounts are inclusive of the CalPERS statutory minimum amount which CalPERS determines and publishes each year.

E. Any contribution necessary to maintain benefits under any health insurance program provided by the City for its employees and their eligible dependents in

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excess of the amount of the City contribution to the Cafeteria Benefit Plan specified above shall be borne entirely by the employee.

F. Cafeteria Benefit Plan. The City provides a Cafeteria Benefit Plan adopted in accordance with the provisions of Internal Revenue Code § 125 for employees covered by this MOU.

1. Employees will be eligible to receive through the Cafeteria Benefit Plan, the cash difference (subject to taxation as wages) if the monthly City allowance exceeds the monthly cost of the Medical and Dental monthly plan premium cost.

2. For each such employee who is covered under a group sponsored health plan, the City will pay the employee a cash -in-lieu payment (subject to taxation as wages) each month in an amount equal to the City contribution for the “employee-only” coverage for medical. The above specified amount of City contribution towards such coverage waived will be applied to earned income. If said employee waives, in writing, City -paid coverage, said employee shall provide proof of medical insurance coverage in a group- sponsored health plan. Said waiver shall include a provision warning such employee that re-entry into any of the City-sponsored plans is allowed only at open enrollment, unless there is a qualifying event, and will require proof of insurability for such employee and/or eligible dependents.

11.2 Dental Insurance. The City agrees to contribute towards the Cafeteria Benefit plan the payment of premiums for dental insurance plans provided by the City for employees covered by this MOU and their eligible dependents on the following basis.

A. The City shall contribute an allowance towards the employee’s Cafeteria Benefit plan for dental insurance premiums for eligible employees and their qualified dependents in the amount of one hundred thirty dollars ($130) per month per employee.

B. Any contribution necessary to maintain benefits under said dental plans in excess of the amount of the City contribution to the cafeteria plan specified above shall be borne entirely by the employee.

C. For each such employee who is covered under a spouse’s non-City sponsored dental plan, the City will pay the employee a cash-in-lieu payment (subject to taxation as wages) each month in an amount equal to one-hundred percent (100%) of the City’s contribution, if the employee waives, in writing, City-paid coverage. Such waiver shall include a provision warning such employee that reentry into any City - sponsored plan is allowed only at open enrollment, unless there is a qualifying

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event, and may require proof of insurability for such employee and/or eligible dependents.

11.3 Long-Term Disability (L.T.D.) Insurance. For employees covered by this MOU, the City shall pay one hundred percent (100%) of the premium cost for a sixty (60) day elimination period long term disability insurance plan with a maximum benefit of ten thousand dollars ($10,000) per month for employee only coverage.

11.4 Life Insurance. The City shall continue to pay one hundred percent (100%) of the premium cost for term life insurance coverage under the policy it maintains on behalf of employees in order to provide employees covered by this MOU with life insurance coverage in an amount equal to two (2) times employee's annual rate of salary to a maximum of three hundred thousand dollars ($300,000) provided said employees can provide evidence of insurability of coverage, if so required by the terms and conditions of said term life insurance policy.

In the event any such employee is determined to be ineligible for said insurance coverage, the City will attempt to provide as much coverage as may be obtained at reasonabl e cost not to exceed the actual monthly premium amount allotted for said coverage without having to provide evidence of insurability.

11.5 The City shall retain the right to change health, dental and life insurance carriers, administer the insurance benefits provided thereunder, and select and/or change any excess or supplemental insurance carriers as a part of any self -insurance plan during the term of this MOU, provided that employees covered by this MOU continue to receive equivalent benefits and provided that the parties have met and conferred before the benefits changes are made.

11.6 Retirement Health Savings (RHS) Plan . Employees participate in the City’s Retirement Health Savings Plan (RHS) subject to the following:

A. One and one-quarter percent (1.25%) will be deducted from each employee’s base pay and deposited into their individual RHS account each pay period. This contribution shall be made on a pre-tax basis.

B. The City will contribute one percent (1%) of the empl oyee’s base pay deposited into their individual RHS account each pay period.

11.7 Vision Plan. The City shall maintain in effect a vision care plan for employees covered by this MOU and their eligible dependents.

A. Effective January 1, 2026 The City shall contribute a maximum amount of fifteen dollars and seventy-five cents ($15.75) per month for each employee toward the

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payment of premiums for vision insurance plans provided by the City for employees and their eligible dependents.

Any contribution necessary to maintain benefits under said vision plans in excess of the amounts set forth above shall be borne entirely by the employee.

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ARTICLE XII

12.0 WELLNESS AND FITNESS REIMBURSEMENT PROGRAM

12.1 The City agrees to provide employees covered by this MOU up to a three-hundred dollars ($300) per fiscal year reimbursement for qualified wellness programs and fitness memberships as defined below:

A. Membership in a health/fitness club.

B. Participation in a weight loss/smoking cessation/wellness/fitness program

12.2 Employees must complete a wellness and fitness reimbursement program form and provide proof of enrollment, and receipt of purchase during the current fiscal year in order to receive reimbursement. An employee may pre -purchase a multi -year wellness/fitness enrollment. In the event an employee pre -purchases a wellness/fitness enrollment and is provided a single receipt, Human Resources may evaluate how to disburse the reimbursement. Forms with required back up documentation will be turned into Human Resources for the Executive Director of Human Resources or their designee’s approval. A copy will be kept in Human Resources and the original will be returned to the employee.

If approved for reimbursement, the department will complete a Direct Payment Voucher (DPV) along with form and back -up documentation to the Finance Department for processing.

12.3 Reimbursement requests will not be processed if the request is turned in later than thirty (30) days from the end of the fiscal year in which enrollment and purchase was made.

12.4 The city will not reimburse employees for any of the above listed activities for family/dependent health related expenses.

12.5 The Wellness -Fitness reimbursement is defined as “wages” in S ection 61(a)(1) of the Internal Revenue Code and Section 1.61-21(a)(3) of the Income Tax Regulations provide that except as otherwise provided in subtitle A, gross income includes compensation for services, including fees, commissions, fringe benefits, and similar items. As such, the reimbursement is considered wa ges subject to employment taxes under Sections 312(a), 3306(b), and 3401(a).

12.6 The wellness-fitness reimbursement defined in this section is not intended to be defined as compensation earnable under Public Employees Retirement Law (PERL), Government Code (G.C.) section 20636.

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ARTICLE XIII

13.0 RETIREMENT

13.1 General. The terms of the existing contract between the City and California Public Employees’ Retirement System (CalPERS) governing the City retirement benefits for affected employees are incorporated by reference herein. The City shall continue to make contributions to CalPERS in accordance with its contract with CalPERS for employees covered by said contract as amended.

13.2 Deferred Retirement. The City will continue to make payment to CalPERS on behalf of each employee, in an amount necessary to pay one hundred percent (100%) of their individual retirement contribution which is currently equal to eight percent (8%) of base salary, effective January 1, 2009. Such payments shall be credited to the individual employee’s CalPERS account as Employer Paid Member Contribution (EPMC).

Such payments are not increases in base salary and no salary rate range applicable to any of the employees covered by this MOU shall be changed or deemed to have been changed by reason thereof. As a result, the City will not treat these pa yments as ordinary income and, thus will not withhold Federal or State income tax from said payments. In the event that the City receives a ruling from the Internal Revenue Service that such payments are ordinary income of the employees instead of deferred compensation, the City’s obligation to make such payments shall discontinue and in place thereof the base salary of each said employee shall forthwith be increased by eight percent (8%).

For the purpose of reporting an employee’s compensation to CalPER S, the City shall include these payments as if they were a part of the employee’s base salary.

13.3 Credit for Unused Sick Leave.

A. Effective June 7, 2023, the maximum total unused sick leave that can be converted by an employee covered by this MOU to additi onal service credit at the time of retirement shall be ten (10) eight (8) hour working days equal to eighty (80) hours.

Employees hired on or after a contract amendment between the City and CalPERS shall not be eligible to convert unused sick leave to CalPERS for service credit.

B. Effective the date of City Council adoption of this 2025-2028 MOU, the maximum total unused sick leave that can be converted by an employee covered by this MOU to additional service credit at the time of retirement shall be forty -four (44) eight (8) hour working days equal to three hundred fifty -two (352) hours. Employees hired on or after a contract amendment between the City and CalPERS shall not be eligible to convert unused sick leave to CalPERS for service credit.

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13.4 Military Service Credit as Public Service. An employee covered by this MOU may elect to purchase up to four (4) years of service credit for any continuous active military or merchant marine service prior to employment. The employee must contribute an amount equal to the contribution for current and prior service that the employee and the employer would have made with respect to that period of service.

13.5 2.7% at 55 Service Retirement Benefit for Classic Miscellaneous Members . The City agrees to provide Miscellaneous employees covered by this MOU with the 2.7% at 55 Service Retirement benefit pursuant to CalPERS regulations. This formula will apply to each year of eligible service credited with the City of Santa Ana.

Employee Contribution for Retirement Benefit. The employee’s contribution rate will be eight percent ( 8%). All employee contributions for retirement benefits are paid to the employer cost (i.e., employer contribution) in accordance with Government Code S ection 20516(f). The parties acknowledge that this provision has been mutually negotiated and incorporated as an essential element of the parties’ MOU. In the event that either party wishes to modify this provision in a successor MOU, the parties intend for this provision to remain unchanged until a successor MOU is ratified or impasse procedures have been concluded.

Pre-Taxable Benefit. To the extent permitted by CalPERS and Internal Revenue Service regulations, the City shall make the above employee deductions pre-tax contributions.

13.6 For “New Mem bers” within the meaning of the California Public Employees’ Pension Reform Act (“PEPRA”) of 2013.

The PEPRA went into effect on January 1, 2013. The parties agree that if there is any other clean up or other retirement legislation which goes into effect during this MOU and if there are provisions of that legislation which, by law, automatically goes into effect, either party may request to negotiate over the legislation, including over the impact.

Retirement Formula: Per Government Code Section 7522.20(a), the 2%@ 62 retirement formula for non-sworn.

Final compensation will be based on the highest annual average compensation earnable during the thirty-six (36) consecutive months immediately preceding the effective date of their retirement, or some other thirty-six (36) consecutive month period designated by the member.

Employees shall pay one half (1/2) of the normal cost rate, as established by CalPERS.

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ARTICLE XIV

14.0 TRAINING & EDUCATIONAL ASSISTANCE PROGRAM

14.1 Employees shall continue to be eligible to participate in the existing Training and Education Assistance Program provided for all regular, full -time employees of the City; except, however, reimbursement for eligible employees shall be one hundred percent (100%) of tuition and registration costs up to a maximum of three thousand dollars ($3,000), per fiscal year in accordance with the provisions of the program defined in this section.

14.2 Purpose.

A. To encourage the employees of the City of Santa Ana to take college courses and special training courses which will better enable them to perform their present duties and prepare them for increased responsibilities.

B. To provide financial assistance to eligible employees for education and training.

C. To establish eligibility requirements, conditions and procedures wh ereby such assistance may be provided.

14.3 Eligibility.

A. Applications for tuition reimbursement shall be considered only from full -time permanent employees who have completed their probationary period.

B. Reimbursement is not authorized for courses for which the employee is receiving financial assistance from other sources such as G.I. Bill, scholarships, grants, etc.

C. Applications shall be approved only for courses directly related to the employee’s job or directly related to a promotional position in the emplo yee’s occupational specialty.

D. Courses not ostensibly related to the employee’s job, but which are required to qualify for a degree that is directly related to their job will be reimbursable so long that it meets the requirements in Section 14.3 E.

E. Prior to receiving tuition reimbursement, employees must submit documentary proof of having received a grade of not less than “C” for the course. If objective ratings are not rendered for a specific course, then a certificate of successful completion must be submitted.

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F. Approval shall be limited to courses given by accredited colleges and universities, city colleges or adult education courses under the sponsorship of a Board of Education. Workshops, seminars, conferences and similar activities not identifiable as a formal course of instruction within the curriculum of a recognized educational institution, do not fall within the purview of this program but may be authorized and funded by the interested department without coordination with the Human Resources Department.

G. When an employee is required by their Department Head to attend a particular course or seminar, the expense shall be borne entirely by the department.

14.4 Reimbursement.

A. Reimbursement shall be based on the cost of tuition, required enrollment/registration fees, miscellaneous fees (health, parking, student union fees, etc.) and all required texts, eBooks , and related material for each course.

Additional expenses such as meals are not reimbursable.

B. Costs for required texts are eligible for one hundred percent (100%) reimbursement subject to the following conditions:

1. A duplicate of the required text(s) and eBooks was unavailable for loan from the departmental libraries prior to the commencement of course work; or

2. Any textbook(s) purchased by the City shall be submitted to the employee’s respective departmental library in order that such text(s) may be made available to all employees.

C. Maximum tuition reimbursement as outlined in Article 14.1, may be claimed by an eligible employee either as costs are incurred during the year or as one lump sum.

14.5 Procedures.

A. An employee who desires to seek tuition reimbursement under the provisions of this Article must complete, in duplicate, an Application for Training and Educational Assistance form along with a copy of the course plan and schedule, and submit it to their Department Head prior to the commencement of class(es) or the payment of fees for registration/tuition.

B. The Department Head shall recommend approval or denial based on established criteria and budgetary constraints, and then shall forward the application to the Executive Director of Human Resources.

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C. The Executive Director of Human Resources or their designee shall approve or disapprove the application for the City Manager. One copy shall be returned to the employee and the duplicate shall be retained by the Human Resources Department.

It is advisable that the applicant accomplish the procedure so far described in order to ascertain the eligibility of the intended course of instruc tion for reimbursement under the provisions of this policy prior to the inception of the course or disbursement of personal funds.

D. The employee shall submit their copy of the approved application to the Human Resources Department within three (3) months after they have completed the course and received their final grade. Such employee must include official verification of their final grade with appropriate receipts for tuition and textbook costs.

Applications not submitted to the Human Resources Department within three (3) months following completion of the course become void.

E. Upon receipt of the application and required documentation, the Human Resources Department shall determine whether the completed course of instruction is compatible with the provisions of this Article and shall compute the amount of reimbursement, authenticate the application and forward it to the employe e’s Department Head.

F. The Department Head shall then authorize the Finance & Management Services Department to reimburse the employee the approved amount out of the budget of the department concerned.

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ARTICLE XV

15.0 ELECTRONIC DEVICE STIPEND

15.1 Electronic Device Stipend All employees covered under this MOU, whose supervisor determines are required to have a cellphone or tablet will be given the option to choose one of the following:

A. Be provided a City paid phone or tablet, or

B. Be compensated one hundred dollars ($100) monthly to cover costs related to the use of personal electronic devices (phone and/or tablet) for City business.

Employees who use their own devices will comply with the City’s policy.

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ARTICLE XVI

16.0 STRIKES AND WORK STOPPAGES

16.1 Prohibited Conduct.

A. SAMA, its officers, agents, representatives, and members agree that during the term of this MOU, they will not cause or condone any unlawful strike, walkout, slowdown, sickout, or any other unlawful job action by withholding or refusing to work.

16.2 SAMA Responsibility. Whenever SAMA, its officers, agents, representatives, or members engage in any of the conduct prohibited in Section 16.1(A), SAMA will immediately instruct any persons engaging in such conduct that their conduct is violating this MOU and unlawful, and they must immediately cease engaging in the conduct prohibited in Section

16.1(A), and return to work.

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ARTICLE XVII

17.0 SOLE & ENTIRE MOU

17.1 It is understood and agreed that the parties to this MOU are subject to all current and future applicable Federal and California laws, The City of Santa Ana Charter, its Municipal Code, and its City’s Employer -Employee Relations Resolution Number 81- 075. It is the intent of the parties hereto that the provisions of this MOU will supersede all prior MOUs, or contrary salary, and /or personnel rules and regulations, Municipal Code provisions of the City, oral or written MOUs expressed or implied between the parties. This MOU will govern the entire relationship and will be the sole source of any rights that they may assert hereunder. This MOU is not intended to conflict with Federal or State law or the City Charter.

17.2 Notwithstanding the above, there exists within the City personnel rules and regulations and departmental rules and regulations. The City shall continue thes e rules and regulations to the extent that they do not contravene specific provisions of this MOU. Such rules and regulations may, from time to time, be changed by the City. If these changes affect wages, hours, or other terms and conditions of employment, the City shall meet and confer with SAMA; provided further, the parties shall change no provision of the rules and regulations to contravene specific provisions of this MOU.

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ARTICLE XVIII

18.0 SEPARABILITY PROVISION

18.1 Should any provisions of this MOU be found to be inoperative, void, or invalid by a court competent jurisdiction, all other provisions of this MOU shall remain in full force and effect for the duration of this MOU, provided that if any such affected provisions invalidate or void any benefits of employees covered hereunder, the parties shall forthwith commence negotiations to replace the invalidated benefits with benefits of comparable value.

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ARTICLE XIX

19.0 DISCIPLINE

19.1 Pre-Disciplinary Procedure

A. If an employee is to be suspended without pay, reduced in pay, demoted, or dismissed, the employee shall:

1. Receive written notice of the intended action at least ten (10) calendar days before the date it is intended to become effective, stating the specific grounds and the particular facts upon which the intended action is based.

2. Receive copies of any known materials, reports, transcripts, statements, or other documents upon which the intended action is based.

3. Be accorded the right to respond to the intended charges in writing or in person with the Department Head or designee within a reasonable period of time, not to exceed ten (10) calendar days unless the Department Head or designee authorizes a longer time.

4. Be given the written decision of the Department Head or designee at the earliest practicable date prior to the effective date of the disciplinary action.

19.2 Disciplinary Appeals Procedure,

A. Appeals Procedures for Disciplinary Action Not Covered by the Informal Appeals Procedure

1. Step 1.

a. If an employee desires to appeal a disciplinary action not covered by the informal appeals process, they (or their representative) shall submit a written notice of appeal to the Executive Director of Human Resources or designee within ten (10) calendar days of receiving the written decision from the Department Head or designee.

b. The Department Head or City Manager or designee (depending on who issued the disciplinary action as determined by the Executive Director of Human Resources or designee) shall meet with the employee within twenty -one (21) days after the submission of the

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appeal. The Department Head or City Manager or designee may affirm, reverse, or modify the disciplinary action.

c. The Department Head or City Manager or designee shall deliver the written response to the employee within ten (10) calendar days after meeting with the employee.

2. Step 2.

a. Filing the appeal: If the employee is not satisfied with the Department Head’s or City Manager’s or designee’s decision, they (or their representative) shall submit a written notice of appeal to be submitted to an impartial arbitrator for a final and binding decision.

The Union may elect to submit the appeal to the City Manager for review in lieu of binding arbitration; in that case, the decision of the City Manager shall be final and binding. Such written notice of appeal shall b e submitted in writing to the Executive Director of Human Resources or designee within ten (10) calendar days of receiving the written decision from the Department Head or City Manager or designee.

b. The City and Union shall create and maintain a standing list of three (3) to five (5) mutually approved arbitrators.

c. The City and Union shall select an arbitrator from the standing list via the striking method. The parties shall mutually agree which party strikes the first name. If the parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.

d. If none of the identified arbitrators are able to take the case, then the parties will request a list of seven (7) arbitrators from the State Mediation and Conciliation Services. Once the list is received, the representatives of the parties shall strike names until an arbitrator is chosen. The parties shall mutually agree which party will strike the first name. If the parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.

e. Hearing Process: During the hearing, the formal rules of evidence do not apply. The cost of the arbitrations, including but not limited

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to the list of arbitrators, the arbitrator themselves, and the court reporter, shall be split evenly between the City and the Union. The arbitrator’s decision will be final and binding. The arbitrator shall issue the decision within thirty (30) calendar days from the conclusion of the hearing, unless the parties agree otherwise.

19.3 Informal Appeals Procedure

A. Informal Appeals Procedure, as opposed to the formal procedures, shall be used for written reprimands.

1. The appeal is an opportunity for the employee (or their representative) to present information and arguments why a written reprimand should not be issued or offer alternatives to the written reprimand.

2. Notice of Appeal: Within ten (10) calendar days of receipt by an employee of the written reprimand, the employee (or their representative) shall notify the Executive Director of Human Resources or designee in writing that they intend to appeal the written reprimand. The Executive Director of Human Resources or designee shall contact either the employee or their identified representative within ten (10) calendar days of receipt of the notice of appeal to schedule the appeal meeting.

3. Hearing Officer: The Department Head or City Manager or designee (depending on who issued the written reprimand as determined by the Executive Director of Human Resources or designee) shall serve as the hearing officer. The meeting shall take place within tw enty-one (21) calendar days from the date the employee filed the appeal or such other time as may be agreeable by the parties.

4. Decision: After the meeting, a decision will be submitted in writing within thirty (30) calendar days and provided to the employee. The decision is final and binding.

19.4 Performance evaluations shall not be subject to appeal.

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ARTICLE XX

20.0 GRIEVANCE REVIEW PROCEDURE

20.1 Alleged Violations Concerning the Interpretation or Application of Specific Provisions of This MOU.

A. Solely the Union (not an employee or group of employees) shall be allowed to file a grievance concerning the interpretation or application of specific provisions of this MOU.

B. The parties can mutually agree to extend any deadlines in this Article.

20.2 Step 1

A. The Union shall first attempt to resolve the grievance at Step 1 with the Executive Director of Human Resources or designee without undue delay, but in no case, beyond a period of ten (10) calendar days after the occurrence of the alleged incident giving rise to the grievance, or when the grievant knew or should have reasonably become aware of the facts giving rise to the grievance.

B. The Executive Director of Human Resources or designee will respond to the grievance within fourteen (14) calendar days of receiving the grievance.

C. Every effort shall be made to find an acceptable solution to the grievance at Step 1.

20.3 Step 2.

A. If the Union is not satisfied with the response from the Executive Director of Human Resources or designee, the Union must submit grievance in writing to Step 2 (binding arbitration) to the Executive Director of Human Resources or designee within ten (10) calendar days of receiving the Step 1 response. The Union may elect to submit the grievance to the City Manager for review in lieu of binding arbitration; in that case, the decision of the City Manager shall be final and binding.

Should the Union fail to file a written grievance at Step 2 within ten (10) calendar days after receiving the response at Step 1, the grievance shall be barred and waived.

B. The City and Union agree to select an arbitrator in the following manner:

1. The City and Union shall refer to the mutually approved standing list of arbitrators as specified in Section 19.2(A)(2)(b).

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2. The City and Union shall select an arbitrator from the standing list via the striking method. The parties shall mutually agree which party strikes the first name. If the parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.

3. If none of the identified arbitrators are able to take the case, then the parties will request a list of seven (7) arbitrators from the State Mediation and Conciliation Services. Once the list is received, the representatives of the parties shall strike names until an arbitrator is chosen. The parties shall mutually agree which party strikes the first name. If the parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.

C. Hearing Process: During the hearing, the formal rules of evidence do not apply.

The cost of the arbitration including but not limited to the list of arbitrators, the arbitrator themselves, and the court reporter shall be split evenly between the City and Union. The arbitrator’s decision shall be final and binding. The arbitrator shall issue their decision within thirty (30) calendar days from the conclusion of the hearing, unless the parties agree otherwise.

20.4 Alleged Violations of City Rules, Regulations, and Policies.

A. If an employee, group of employees, or Union (grievant) believes there has been a violation, misapplication, or misinterpretation of a City rule, regulation, or policy, the grievant may file a grievance within ten (10) calendar days of the alleged violation, misapplication, or misinterpretation or when the grievant knew or should have reasonably become aware of the facts giving rise to the grievance.

B. Step 1.

1. A grievant must submit a grievance in writing to the Executive Director of Human Resources or designee.

2. The Department Head shall meet with the employee within ten (10) calendar days after submission of the grievance.

3. The Department Head shall deliver the Step 1 written response to the employee within ten (1) calendar days after meeting with the employee.

C. Step 2.

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1. If the grievant is not satisfied with the Step 1 response, the grievant must submit the grievance in writing to Step 2 to the Executive Director of Human Resources or designee within ten (10) calendar days of receiving the Step 1 response.

2. The City Manager or designee shall meet with the employee within twenty- one (21) days after submission of the Step 2 grievanc e. The City Manager or designee may affirm, reverse, or modify the decision made at Step 1.

3. The City Manager or designee shall deliver the Step 2 written response to the employee within ten (10) calendar days after meeting with the employee.

D. Step 3.

1. If the grievant is not satisfied with the Step 2 response, the grievant must submit the grievance in writing to Step 3 (binding arbitration) to the Executive Director of Human Resources or designee within ten (10) calendar days of receiving the Step 2 respons e. The grievant may elect to submit the grievance to the City Manager for review in lieu of binding arbitration; in that case, the decision of the City Manager shall be final and binding. Should the grievant fail to file a written grievance at Step 3 within ten (10) calendar days after receiving the response at Step 2, the grievance shall be barred and waived.

2. The City and Union agree to select an arbitrator in the following manner:

a. The City and Union shall refer to the mutually -approved standing list of arbitrators as specified in Section 19.2(A)(2)(b).

b. The City and Union shall select an arbitrator via the striking method.

The parties shall mutually agree which party strikes the first name.

If the parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the first name. Once the arbitrator is selected, the parties will contact the arbitrator to schedule a hearing.

c. If none of the identified arbitrators are able to take the case, then the parties will request a list of sev en (7) arbitrators from the State Mediation and Conciliation Services. Once the list is received, the representatives of the parties shall strike names until an arbitrator is chosen. The parties shall mutually agree which party strikes the first name. If t he parties cannot mutually agree, the parties shall toss a coin to determine who shall strike the first name. Once the arbitrator

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is selected, the parties will contact the arbitrator to schedule a hearing.

3. Hearing Process: During the hearing, the formal r ules of evidence do not apply. The cost of the arbitration including but not limited to the list of arbitrators, the arbitrator themselves, and the court reporter shall be split evenly between the City and Association. The arbitrator’s decision shall be final and binding. The arbitrator shall issue their decision within thirty (30) calendar days from the conclusion of the hearing, unless the parties agree otherwise.

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ARTICLE XXI

21.0 WAIVER OF BARGAINING DURING THE TERM OF THIS MOU

21.1 During the term of this MOU, the parties mutually agree that they will not seek to negotiate or bargain concerning wages, hours, or terms and conditions of employment, whether or not covered by the MOU, or in the negotiations leading thereto, and whether or not such matters were discussed, or were even within the contemplation of the parties during the negotiations leading to this MOU. Regardless of the waiver contained in this Article, the parties may, however, by mutual MOU, in writing, agree to meet and confer about any matter not covered by this MOU, or to carry out any provision of salary or benefit tied to another bargaining unit during the term of this MOU.

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ARTICLE XXII

22.0 EMERGENCY WAIVER PROVISION

22.1 In case of circumstances beyond the control of the City, such as acts of God, fire, flood, insurrection, civil disorder, national emergency, or similar circumstances, provisions of this MOU or the Santa Ana Municipal Code or Resolutions, which restrict the City’s ability to respond to these emergencies, shall be suspended for the duration of such emergencies.

After the City declares the emergency over, this MOU will be reinstated immediately.

SAMA shall have the right to meet and confer with the City regarding the impact of the suspension of the provisions in the MOU during the emergency.

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ARTICLE XXIII

23.0 TERM

23.1 The term of this MOU shall commence on the date when the terms and conditions for its effectiveness, as set forth in Article III, Implementation, are fully met, but in no event shall said MOU become effective prior to 12:01 a.m. on July 1, 2025. This MOU shall expire and otherwise be fully terminated at 11:59 p.m. on June 30, 2028.

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ARTICLE XXIV

24.0 NON-DISCRIMINATION

24.1 The parties mutually recognize and agree fully to protect the rights of all employees covered hereby to join and participate in the activities of SAMA and all other rights in the Employer-Employee Relations Resolution (Resolution Number 81- 075) and Government Code Sections 3500 through 3511.

24.2 The City and the Union agree that they shall not discriminate against any employee in violation of State or Federal law. The City and the Union shall reopen any provision of this MOU for the purpose of complying with any order of a Federal or State agency or court of competent jurisdiction requiring a modification or change in any provision or provisions of this MOU in compliance with State or Federal anti-discrimination laws.

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EXHIBIT A

ADMINISTRATIVE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 13, 2025 TO JULY 11, 2026

JOB TITLE
JOB

CODE STEP A STEP B STEP C STEP D STEP E
Applications Systems Manager (AM) 02910 12,584 13,220 13,880 14,573 15,304 Assistant Public Works Maintenance Manager
(AM)
01772 11,192 11,753 12,341 12,959 13,605
Budget and Research Manager (AM) 06400 11,985 12,584 13,220 13,880 14,573 Budget Supervisor (AM) 00493 10,870 11,412 11,985 12,584 13,220 City Attorney’s Office Executive Legal
Assistant (Excepted) (AM)
07394 8,031 8,435 8,853 9,296 9,763
Code Enforcement Principal (AM) 02745 11,753 12,341 12,959 13,605 14,286 Enterprise Program Manager (AM) 01769 11,192 11,753 12,341 12,959 13,605 Facilities Maintenance Manager (AM) 04377 9,808 10,301 10,817 11,359 11,928 Fleet Services Manager (AM) 04785 9,808 10,301 10,817 11,359 11,928 Homeless Services Manager (AM) 03750 11,985 12,584 13,220 13,880 14,573 Information Technology Infrastructure
Supervisor (AM)
01705 11,928 12,522 13,153 13,810 14,502
Payroll Manager (AM) 07405 11,192 11,753 12,341 12,959 13,605 Payroll Supervisor (AM) 07404 10,301 10,817 11,359 11,928 12,522 Permit Services Principal (AM) 02589 10,921 11,470 12,042 12,647 13,287 Principal Building Inspector (AM) 02371 10,921 11,470 12,042 12,647 13,287 Principal Community Planner (AM) 07609 11,753 12,341 12,959 13,605 14,286 Principal Human Resources Analyst (AM) 01519 10,503 11,026 11,579 12,158 12,768 Principal Management Analyst (AM) 00151 10,353 10,870 11,412 11,985 12,584 Principal Management Analyst (Excepted)
(AM)
00149 10,353 10,870 11,412 11,985 12,584
Principal Planner (AM) 02471 11,753 12,341 12,959 13,605 14,286 Project Management Officer (AM) 06145 13,220 13,880 14,573 15,304 16,069 Public Affairs Information Officer (Excepted)
(AM)
01800 10,817 11,359 11,928 12,522 13,153
Risk Management Supervisor (AM) 01751 9,808 10,301 10,817 11,359 11,928 Senior Budget Analyst (AM) 00494 9,073 9,528 10,002 10,503 11,026 Senior Executive Assistant to the City Manager
(Excepted) (AM)
01071 8,031 8,435 8,853 9,296 9,763
Senior Financial Analyst (AM) 00482 9,528 10,002 10,503 11,026 11,579 Senior Human Resources Analyst (AM) 01541 9,763 10,251 10,763 11,302 11,869 Senior Human Resources Communications
Specialist (AM)
08595 9,763 10,251 10,763 11,302 11,869
Senior Legal Management Analyst (Excepted)
(AM)
02791 9,073 9,528 10,002 10,503 11,026
Senior Management Analyst (AM) 00152 9,073 9,528 10,002 10,503 11,026 Senior Management Analyst (Excepted) (AM) 00153 9,073 9,528 10,002 10,503 11,026 Senior Organizational Development and
Training Analyst (AM)
00477 9,763 10,251 10,763 11,302 11,869
Senior Risk Management Analyst (AM) 01757 9,763 10,251 10,763 11,302 11,869 Zoo Animal Care Manager (AM) 05490 8,070 8,475 8,898 9,342 9,808

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ADMINISTRATIVE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 12, 2026 TO JULY 10, 2027

JOB TITLE
JOB

CODE STEP A STEP B STEP C STEP D STEP E
Applications Systems Manager (AM) 02910 13,087 13,749 14,435 15,156 15,916 Assistant Public Works Maintenance Manager
(AM)
01772 11,640 12,223 12,835 13,477 14,149
Budget and Research Manager (AM) 06400 12,464 13,087 13,749 14,435 15,156 Budget Supervisor (AM) 00493 11,305 11,868 12,464 13,087 13,749 City Attorney’s Office Executive Legal
Assistant (Excepted) (AM)
07394 8,352 8,772 9,207 9,668 10,154
Code Enforcement Principal (AM) 02745 12,223 12,835 13,477 14,149 14,857 Enterprise Program Manager (AM) 01769 11,640 12,223 12,835 13,477 14,149 Facilities Maintenance Manager (AM) 04377 10,200 10,713 11,250 11,813 12,405 Fleet Services Manager (AM) 04785 10,200 10,713 11,250 11,813 12,405 Homeless Services Manager (AM) 03750 12,464 13,087 13,749 14,435 15,156 Information Technology Infrastructure
Supervisor (AM)
01705 12,405 13,023 13,679 14,362 15,082
Payroll Manager (AM) 07405 11,640 12,223 12,835 13,477 14,149 Payroll Supervisor (AM) 07404 10,713 11,250 11,813 12,405 13,023 Permit Services Principal (AM) 02589 11,358 11,929 12,524 13,153 13,818 Principal Building Inspector (AM) 02371 11,358 11,929 12,524 13,153 13,818 Principal Community Planner (AM) 07609 12,223 12,835 13,477 14,149 14,857 Principal Human Resources Analyst (AM) 01519 10,923 11,467 12,042 12,644 13,279 Principal Management Analyst (AM) 00151 10,767 11,305 11,868 12,464 13,087 Principal Management Analyst (Excepted)
(AM)
00149 10,767 11,305 11,868 12,464 13,087
Principal Planner (AM) 02471 12,223 12,835 13,477 14,149 14,857 Project Management Officer (AM) 06145 13,749 14,435 15,156 15,916 16,712 Public Affairs Information Officer (Excepted)
(AM)
01800 11,250 11,813 12,405 13,023 13,679
Risk Management Supervisor (AM) 01751 10,200 10,713 11,250 11,813 12,405 Senior Budget Analyst (AM) 00494 9,436 9,909 10,402 10,923 11,467 Senior Executive Assistant to the City Manager
(Excepted) (AM)
01071 8,352 8,772 9,207 9,668 10,154
Senior Financial Analyst (AM) 00482 9,909 10,402 10,923 11,467 12,042 Senior Human Resources Analyst (AM) 01541 10,154 10,661 11,194 11,754 12,344 Senior Human Resources Communications
Specialist (AM)
08595 10,154 10,661 11,194 11,754 12,344
Senior Legal Management Analyst (Excepted)
(AM)
02791 9,436 9,909 10,402 10,923 11,467
Senior Management Analyst (AM) 00152 9,436 9,909 10,402 10,923 11,467 Senior Management Analyst (Excepted) (AM) 00153 9,436 9,909 10,402 10,923 11,467 Senior Organizational Development and
Training Analyst (AM)
00477 10,154 10,661 11,194 11,754 12,344
Senior Risk Management Analyst (AM) 01757 10,154 10,661 11,194 11,754 12,344 Zoo Animal Care Manager (AM) 05490 8,393 8,814 9,254 9,716 10,200

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ADMINISTRATIVE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 11, 2027

JOB TITLE
JOB

CODE STEP A STEP B STEP C STEP D STEP E
Applications Systems Manager (AM) 02910 13,480 14,161 14,868 15,611 16,393 Assistant Public Works Maintenance Manager
(AM)
01772 11,989 12,590 13,220 13,881 14,573
Budget and Research Manager (AM) 06400 12,838 13,480 14,161 14,868 15,611 Budget Supervisor (AM) 00493 11,644 12,224 12,838 13,480 14,161 City Attorney’s Office Executive Legal
Assistant (Excepted) (AM)
07394 8,603 9,035 9,483 9,958 10,459
Code Enforcement Principal (AM) 02745 12,590 13,220 13,881 14,573 15,303 Enterprise Program Manager (AM) 01769 11,989 12,590 13,220 13,881 14,573 Facilities Maintenance Manager (AM) 04377 10,506 11,034 11,588 12,167 12,777 Fleet Services Manager (AM) 04785 10,506 11,034 11,588 12,167 12,777 Homeless Services Manager (AM) 03750 12,838 13,480 14,161 14,868 15,611 Information Technology Infrastructure
Supervisor (AM)
01705 12,777 13,414 14,089 14,793 15,534
Payroll Manager (AM) 07405 11,989 12,590 13,220 13,881 14,573 Payroll Supervisor (AM) 07404 11,034 11,588 12,167 12,777 13,414 Permit Services Principal (AM) 02589 11,699 12,287 12,900 13,548 14,233 Principal Building Inspector (AM) 02371 11,699 12,287 12,900 13,548 14,233 Principal Community Planner (AM) 07609 12,590 13,220 13,881 14,573 15,303 Principal Human Resources Analyst (AM) 01519 11,251 11,811 12,403 13,023 13,677 Principal Management Analyst (AM) 00151 11,090 11,644 12,224 12,838 13,480 Principal Management Analyst (Excepted)
(AM)
00149 11,090 11,644 12,224 12,838 13,480
Principal Planner (AM) 02471 12,590 13,220 13,881 14,573 15,303 Project Management Officer (AM) 06145 14,161 14,868 15,611 16,393 17,213 Public Affairs Information Officer (Excepted)
(AM)
01800 11,588 12,167 12,777 13,414 14,089
Risk Management Supervisor (AM) 01751 10,506 11,034 11,588 12,167 12,777 Senior Budget Analyst (AM) 00494 9,719 10,206 10,714 11,251 11,811 Senior Executive Assistant to the City Manager
(Excepted) (AM)
01071 8,603 9,035 9,483 9,958 10,459
Senior Financial Analyst (AM) 00482 10,206 10,714 11,251 11,811 12,403 Senior Human Resources Analyst (AM) 01541 10,459 10,981 11,530 12,107 12,714 Senior Human Resources Communications
Specialist (AM)
08595 10,459 10,981 11,530 12,107 12,714
Senior Legal Management Analyst (Excepted)
(AM)
02791 9,719 10,206 10,714 11,251 11,811
Senior Management Analyst (AM) 00152 9,719 10,206 10,714 11,251 11,811 Senior Management Analyst (Excepted) (AM) 00153 9,719 10,206 10,714 11,251 11,811 Senior Organizational Development and
Training Analyst (AM)
00477 10,459 10,981 11,530 12,107 12,714
Senior Risk Management Analyst (AM) 01757 10,459 10,981 11,530 12,107 12,714 Zoo Animal Care Manager (AM) 05490 8,645 9,078 9,532 10,007 10,506

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17 –
68 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
67 EXHIBIT B

MIDDLE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 13, 2025 TO JULY 11, 2026

JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Accounting Manager (MM) 01120 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Administrative Services Manager (MM) 00190 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Assistant City Attorney (Excepted)
(MM)
01620 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Assistant City Clerk (MM) 01710 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Assistant Director of Community
Development (MM)
02865 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Assistant Director of Finance and
Management Services (MM)
01180 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 Assistant Director of Parks, Recreation,
and Community Services (MM)
00380 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Assistant Director of Planning and
Building (MM)
02492 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 Assistant to the City Manager
(Excepted) (MM)
07721 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Benefits and Compensation Manager
(MM)
00474 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Building Safety Manager (MM) 00940 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Chief Assistant City Attorney
(Excepted) (MM)
01650 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 19,969 20,469 City Traffic Engineer (MM) 02150 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Code Enforcement Manager (MM) 02750 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Corporate Yard Facilities / Fleet
Services Manager (MM)
04780 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Council Services Manager (Excepted)
(MM)
00400 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Deputy City Attorney (Excepted) (MM) 01610 8,839 9,062 9,294 9,521 9,758 10,002 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 Deputy City Engineer (MM) 00315 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Deputy Parks, Recreation, and
Community Services Director
(Recreation) (MM)
01945 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Deputy Parks, Recreation, and
Community Services Director (Zoo)
(MM)
05480 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Deputy Public Works Director / City
Engineer (MM)
00320 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 Deputy Public Works Director /
Maintenance Services Manager (MM)
04430 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Deputy Public Works Director / Parks,
Fleet, and Facilities Manager (MM)
02251 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Deputy Public Works Director / Water
Resources Manager (MM)
04410 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 Economic Development Manager (MM) 02690 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799

City Council
17 –
69 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
68 JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Facilities and Fleet Maintenance
Manager (MM)
04376 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Facilities Maintenance Superintendent
(MM)
04375 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Homeless Services Division Manager
(MM)
03751 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Housing Division Manager (MM) 02460 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Information Technology Applications
Manager (MM)
02915 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Information Technology Infrastructure
Manager (MM)
00960 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Library Operations Manager (MM) 05195 10,002 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 Organizational Development and
Training Manager (MM)
00475 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Park and Landscape Design Manager
(MM)
05540 10,002 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 Park Services Superintendent (MM) 04104 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Planning Manager (MM) 02500 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 Principal Civil Engineer (MM) 02129 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Principal Plan Check Engineer (MM) 00331 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Rent Stabilization Manager (MM) 02465 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Risk Manager (MM) 01750 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Safety Administrator (MM) 05020 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Senior Assistant City Attorney
(Excepted) (MM)
01630 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 18,541 19,007 19,482 Strategic Communications Manager
(Excepted) (MM)
02925 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 Transportation Manager (MM) 01080 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 17,222 17,652 18,093 Treasury and Customer Services
Manager (MM)
01170 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 15,599 15,990 16,391 16,799 Water Services Superintendent (MM) 07800 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220 Zoo Veterinarian (MM) 05495 10,253 10,509 10,770 11,039 11,319 11,598 11,886 12,187 12,494 12,805 13,124 13,455 13,790 14,134 14,488 14,850 15,220

City Council
17 –
70 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
69 MIDDLE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 12, 2026 TO JULY 10, 2027

JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Accounting Manager (MM) 01120 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Administrative Services Manager (MM) 00190 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Assistant City Attorney (Excepted)
(MM)
01620 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Assistant City Clerk (MM) 01710 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Assistant Director of Community
Development (MM)
02865 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Assistant Director of Finance and
Management Services (MM)
01180 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 Assistant Director of Parks, Recreation,
and Community Services (MM)
00380 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Assistant Director of Planning and
Building (MM)
02492 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 Assistant to the City Manager
(Excepted) (MM)
07721 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Benefits and Compensation Manager
(MM)
00474 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Building Safety Manager (MM) 00940 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Chief Assistant City Attorney
(Excepted) (MM)
01650 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 20,768 21,288 City Traffic Engineer (MM) 02150 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Code Enforcement Manager (MM) 02750 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Corporate Yard Facilities / Fleet
Services Manager (MM)
04780 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Council Services Manager (Excepted)
(MM)
00400 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Deputy City Attorney (Excepted) (MM) 01610 9,193 9,424 9,666 9,902 10,148 10,402 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 Deputy City Engineer (MM) 00315 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Deputy Parks, Recreation, and
Community Services Director
(Recreation) (MM)
01945 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Deputy Parks, Recreation, and
Community Services Director (Zoo)
(MM)
05480 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Deputy Public Works Director / City
Engineer (MM)
00320 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 Deputy Public Works Director /
Maintenance Services Manager (MM)
04430 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Deputy Public Works Director / Parks,
Fleet, and Facilities Manager (MM)
02251 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Deputy Public Works Director / Water
Resources Manager (MM)
04410 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 Economic Development Manager (MM) 02690 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Facilities and Fleet Maintenance
Manager (MM)
04376 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471

City Council
17 –
71 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
70 JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Facilities Maintenance Superintendent
(MM)
04375 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Homeless Services Division Manager
(MM)
03751 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Housing Division Manager (MM) 02460 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Information Technology Applications
Manager (MM)
02915 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Information Technology Infrastructure
Manager (MM)
00960 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Library Operations Manager (MM) 05195 10,402 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 Organizational Development and
Training Manager (MM)
00475 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Park and Landscape Design Manager
(MM)
05540 10,402 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 Park Services Superintendent (MM) 04104 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Planning Manager (MM) 02500 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 Principal Civil Engineer (MM) 02129 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Principal Plan Check Engineer (MM) 00331 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Rent Stabilization Manager (MM) 02465 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Risk Manager (MM) 01750 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Safety Administrator (MM) 05020 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Senior Assistant City Attorney
(Excepted) (MM)
01630 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 19,283 19,767 20,261 Strategic Communications Manager
(Excepted) (MM)
02925 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 Transportation Manager (MM) 01080 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 17,911 18,358 18,817 Treasury and Customer Services
Manager (MM)
01170 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 16,223 16,630 17,047 17,471 Water Services Superintendent (MM) 07800 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829 Zoo Veterinarian (MM) 05495 10,663 10,929 11,201 11,481 11,772 12,062 12,361 12,674 12,994 13,317 13,649 13,993 14,342 14,699 15,068 15,444 15,829

City Council
17 –
72 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
71 MIDDLE MANAGEMENT

MONTHLY WAGE RATE SCHEDULE
EFFECTIVE JULY 11, 2027

JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Accounting Manager (MM) 01120 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Administrative Services Manager (MM) 00190 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Assistant City Attorney (Excepted)
(MM)
01620 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Assistant City Clerk (MM) 01710 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Assistant Director of Community
Development (MM)
02865 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Assistant Director of Finance and
Management Services (MM)
01180 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 Assistant Director of Parks, Recreation,
and Community Services (MM)
00380 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Assistant Director of Planning and
Building (MM)
02492 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 Assistant to the City Manager
(Excepted) (MM)
07721 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Benefits and Compensation Manager
(MM)
00474 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Building Safety Manager (MM) 00940 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Chief Assistant City Attorney
(Excepted) (MM)
01650 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 21,391 21,927 City Traffic Engineer (MM) 02150 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Code Enforcement Manager (MM) 02750 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Corporate Yard Facilities / Fleet
Services Manager (MM)
04780 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Council Services Manager (Excepted)
(MM)
00400 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Deputy City Attorney (Excepted) (MM) 01610 9,469 9,707 9,956 10,199 10,452 10,714 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 Deputy City Engineer (MM) 00315 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Deputy Parks, Recreation, and
Community Services Director
(Recreation) (MM)
01945 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Deputy Parks, Recreation, and
Community Services Director (Zoo)
(MM)
05480 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Deputy Public Works Director / City
Engineer (MM)
00320 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 Deputy Public Works Director /
Maintenance Services Manager (MM)
04430 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Deputy Public Works Director / Parks,
Fleet, and Facilities Manager (MM)
02251 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Deputy Public Works Director / Water
Resources Manager (MM)
04410 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 Economic Development Manager (MM) 02690 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Facilities and Fleet Maintenance
Manager (MM)
04376 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995

City Council
17 –
73 10/7/2025

SANTA ANA MANAGEMENT ASSOCIATION (SAMA) MOU: 2025-2028
72 JOB TITLE
JOB
CODE 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 Facilities Maintenance Superintendent
(MM)
04375 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Homeless Services Division Manager
(MM)
03751 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Housing Division Manager (MM) 02460 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Information Technology Applications
Manager (MM)
02915 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Information Technology Infrastructure
Manager (MM)
00960 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Library Operations Manager (MM) 05195 10,714 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 Organizational Development and
Training Manager (MM)
00475 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Park and Landscape Design Manager
(MM)
05540 10,714 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 Park Services Superintendent (MM) 04104 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Planning Manager (MM) 02500 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 Principal Civil Engineer (MM) 02129 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Principal Plan Check Engineer (MM) 00331 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Rent Stabilization Manager (MM) 02465 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Risk Manager (MM) 01750 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Safety Administrator (MM) 05020 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Senior Assistant City Attorney
(Excepted) (MM)
01630 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 19,861 20,360 20,869 Strategic Communications Manager
(Excepted) (MM)
02925 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 Transportation Manager (MM) 01080 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 18,448 18,909 19,382 Treasury and Customer Services
Manager (MM)
01170 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 16,710 17,129 17,558 17,995 Water Services Superintendent (MM) 07800 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304 Zoo Veterinarian (MM) 05495 10,983 11,257 11,537 11,825 12,125 12,424 12,732 13,054 13,384 13,717 14,058 14,413 14,772 15,140 15,520 15,907 16,304

City Council
17 –
74 10/7/2025

Resolution 2025-XXX